Yo-yo, yo, what up? What up? Good morning. Good morning, GMG Friday. Friday. Friday. There you go Friday September 20th 2024444 look at that another beautiful day to have a beautiful day. I got my Co hosted house. Tyler, how you doing today? Well, I'm good and bad. I'm good because it's Friday and it's been a hell of a week. I'm I'm bad because I did not go 10X long salon. It's almost like we set it on the show every day that there's going to be a break point pump,
huh? So obvious it was the easiest trade I mean. This was like at the absolute easiest trade on earth. I mean forest worth. I didn't go along either anything I just didn't feel like trading this last few days and stuff Definitely definitely wish last night before bed. I actually looked at 1:42 and I was like well talk it. The Singapore thing just started. I was going to bed. I listened to 1st like 20 minutes.
I was like regardless of me listening or not it's going to go to 150. I woke up it was there, but you know, it is it is what it is. Definitely it's definitely a good coin. I mean the technology's incredible as the price goes up. So but I'm sure we'll go there. I actually want to talk about break point day one and break it down for people. So I'm sure you had this plan already, Tyler. So it's like let's we're we're going to do that today. I'll show today today.
Well, Amanda is not here today. He said he was going to be quite late. So you know what? Take the day off, take the day off so he can he can vibe with his was fam jam. So man is not here, but we'll go through the market report as usual. Then we'll go to Tyler's top 100. I'm sure we have a million things to to to talk about. And then last but not least, we're going to go through the
robot spins. And I have a feeling, you know, lately when one of us is missing for some reason, it's a big win. Like I was missing. There was a boy, a boy, and I think one of us was missing was him lady. I think, I think when for some reason, you know, maybe that was the reason why there wasn't some mega, mega big win. So everybody make sure we tweeted the pin tweet, make sure we tweeted tour the spaces, follow for more enrollment and
we'll get going. And last but not least, this show is powered by Galaxies, a no code Web 3 platform that empowers creators and communities to become owners. Check out Galaxies XYZ on X For more information. Anyways, Anyways, anyways, without further ado, shall we, Mr. Tyler? Shall we get right into it? Should I start with you? Should I start with your Jingle this morning? How would he do this? I could do my best man, no impression and try to give us a
quick, oh, market report. Let's do it before diving in. So it looks like crypto majors were up pretty big this morning. It looks like bitcoins flipped red here. I just touched the 62,800 ETH up nicely on the date 2525 Seoul leading us up at 147 was over 150 this morning. A bit earlier, I think the macro news we were waiting on the Bank of Japan decision and they held their rates the same. So I believe that markets will respond, you know, well or neutral to that. So it's not a, a negative.
In fact, we saw stocks pump yesterday all day. It looks like they're they open slightly down this morning. So just kind of a, a bit of a perhaps small pull back after a huge Green Day yesterday. We saw sailor, it was announced this week that he's he, he, he raised the capital to do a billion worth of new Bitcoin buys and I think he's done half a billion in the past week. So there's also a chance here that the the Bitcoin pump that we saw was largely sailor
driven. So I don't know if that's necessarily good or or bad, but that is a a big driver of the action. And then Sims, like we were looking at the salon chart. It's probably worth pulling up the salon chart just briefly. My gosh. Wednesday ahead of the CPI decision. Salon was 128. There you go. Look at her, look at her. Just rocked it up to to 150. Isn't she lovely? Is. It was even more lovely about whenever Solana pumps like this right is the the good mid tier memes.
They're all up. They're all up 20 to 40%. Isn't that the fun part? It's it's like the it's the classic ones too. It's, it's Giga Michi or a lock in. It's a lot of the ones that the, the boys in the trenches have been holding. It's not, you know, random ones pumping. So yeah. You, you you'd love to see that. I haven't even treating that. I have this. Yeah. I have a couple questions. Just let go now and then. They're up with sole or up with sole. If they're not up with sole,
they're out. And if they're up with sole, then when they're up with sole, we leave them. We keep them. You know what I mean? Yeah, that, that's a good rule. I think MOG up nicely off the bottom of spec at 450 million. How low did? That go than the dump 250 yeah 250 ovi think. I've been all the way to 250. Ovi bottomed it completely. Yeah, I went all the way to 250. Let me pull it up for you. Hold on. I have to prove that I'm a human to deck Screener one second. There you go.
There you go. See, it went to. I'll tell you right now. It went as low as. Yeah, here. So that's about 250 mark market cap, but it's nearly like 30 forty, 40% lower than here. Something like that, bro. So yeah, definitely. The chart looks good. Marg looks good. Marg is always look good honestly brother like it's like 1 chart on crypto where it's like obviously like been a holder since day one and still am the IT was 40. It's 44% move up since the bottoms.
It's not bad. You've got Pepe way, way above it, right? So it's got room to run. Because of that. You've got Popcat still 2 XI. Know it's on a different chain but I feel like Mog and Popcat are kind of like in the same. It's like Mog and Popcat is Pepe with, you know what I mean? Like if you, if you go per, if you want to like just classify things one and two, like one and two of a theorem is clearly pog Pepe mog, right?
I'll just say Pog. They're both Pepe Mogg, but like one and two of Solana is with Popcat, right? I think so. I think it's fair to say to, to make, to say that, you know. That's that's how I think about. It does. Does MOG, So someone saying, K dude here. Does MOG feel undervalued compared to the rest? Hey, by the way, I mean, we're,
we're chilling. We're Friday. We have some topics to go over and we have a lot of time because just two of us. If you have any questions, just like throw them in the comments on YouTube and X and may as well just go through some stuff. I'm going to post a broadcast in a second here. Sorry, I'm, I'm, I'm trying to do both at the same time. But anyways, what do you think? Does MOG feel undervalued compared to compared to
everything we just talked about? Pepe's 33 billion riff is 1/8 O17 something Popcats. Let's call it a billion, right? And MOG is 450. I think it does look kind of bad. Yeah. I think it looks like one of the better buys out there. Like, if you think that memes are going to have another leg up here this cycle, which I do. I mean, it, it got hurt the most, right? And I think that's kind of like what MOG does. Like it pulls back hard and then it just rips violently. Yeah.
I mean, it looks like it kind of printed like the the chart that you're sharing, it looks like it's still kind of grinding up like higher lows looks kind of bribed. Yeah, it's it's definitely looking really good. Let me just quickly pin the the video to the top of this. I'm going to start doing that because I feel like a lot of people don't realize the video show is what's up. Video show is the best part of it all and let me re pin this. I do think as well. It's always been that way.
This The thing is just this coin. That's why I tell all the time, like like before he like I think I flagged him. That was like 250 and then he was like fucking it's so funny. I'm like flagging them. I say, Hey, OB isn't 250,000,000 mog was weird. And then two seconds I was like, I just bought. And then he goes X amount. Do you want to talk how much? But he's like, I just bought like XK and it's like usually in the yeah and bottomed it. But but I don't know.
It's just always it's the one coin where like I'm comfortable. Even though people are calling for the death of memes and everything, which looks like they were all very wrong so far at least. But we'll see. Don't want to get ahead of myself. Like it's the one coin where it's like OK like whatever. Like I could be down quarter $1,000,000 one day and I'll sweat it, but I could be up a quarter million and not want to take it off. Does that make sense?
It feels more Lendy right, because it's been around so much longer. It's like you had the the nine months where it was just low and accumulating, and then it it shot up. So it it survived that and not many of the newer Solana means can say that, right? So there, there's still that doubt. Like will they actually make it? Which is why we're just proving that it can. So yeah, yeah. Looks good. Absolutely, absolutely love to see it. Let me see something.
Hold on what what 9943 followers in football? Honestly, I may not do the aerobic giveaways today if we don't hit 10,000. Like I, I mean, I mean, I'm a gig keep, you know, why don't you And I get a spin, You know, you know what? Producer. Needs money as well. Thank you. What don't you? Yeah. Hey, hold on. Let's do what? What don't we get get this pens done for you and I? You know, it's 9000. I could use. I could use a punk. Yeah, I could use a punk too.
I mean, look at this 9943 for people who show up 202 shows in a row and actually before there was 600 others. So you know, you know, you know, you know, so look at that. Come on, come on, fam, do something. We post good content too. Sims and the team have been
cooking these clips. You know everything you love to see that there's a there's a lot of good stuff on there anyways, and remember raffle bought that XYZ is where you're going to go and put a code later on and get going anyways, Tyler, I mean, market wise, look, we're looking good. You know, let me just do a quick little rundown of the prices. Top winners, top losers. So bitcoins at 62 six Ethereum
even Ethereum is up there. You go see the haters out there, $2500, Solana's 147, and then you know, the rest is is all pretty much doing pretty good here on that front. Top gainers, we're looking at sui again, 11 points, one fit. Holy shit. Huge week for Sui. How much is that up this? Week 50%. Pardon me. I believe it's up 50%. Check it. I am currently on my way to checking it one second. That's a huge move, right? This is the weekly OH. Yeah, look at that.
This is the Weekly. That's pretty. Fuck. Also, that was another trade that's just staring at you in the face, right? I think I need to get back into, you know what I got really chopped bad for on a few trades in the summer so I got like PTSD again. I need to get back to my Q4 trading style. Q4 trading style was. I am convinced it's going up because I know my shit. Well, I thought I knew why this. I know some of it right? You could fill Q4 salon was in a pump right?
We're shoving. You know, I think we need to get back to Q4 mentality here. What do you think Tyler? Do you think ways to is is well on the way? I do, I, I I'm trying to get back into the trenches again, start trying to trade things a little bit yeah, back to start slow, you know, lower dollar amounts just.
Just I mean, let let Bitcoin reclaim 65K ish, you know, like let Bitcoin like really show more strength because there's a chance that Bitcoin here like just like we were talking about this strange yesterday with mine though, right? So let's just put up again. You know, there's a chance you're looking at, you know, we always make fun of lines. But what if, look at me, I'm doing TA now I'm an astrologist just for everybody who's listening that's new here.
I think TA is astrology for men. So don't don't even think it's not even, but it can help you tell a story. Maybe there's a chance we do this end of this. So if this is one more, at least it feels like it's only one more. You feel me, Tyler? What do you think? I agree. I think that that outcome makes sense. I think we're going to see a lot of fun on the timeline. So if if Bitcoin doesn't get back over 65, it'll mean it's in the lower high. So people are going.
To I love that please, you know what I hope it doesn't make I hope we do a lower high OK and that we see a ton of fudge shorts piling and then the final squeeze and that final squeeze the. Final squeeze. Is going to be the beginning of wave 2. You know, go straight to 80. Because I was told that September historically is terrible, but if you look at the monthly here, Tyler on Bitcoin, there you go brother. Check it out. Shh, God damn it. It's not not not that bad, huh? So September.
September is green right now, huh? So yeah, it's going to be. Wizard calls this a bull hammer and tends to be right. Tends to be right. It's gonna be hard for September to close. I mean, I don't want Jake say I'm just. Going to no, no, no, no, no Tyler, this is where we move on to the next topic right so this is where because the just to remind you the lowest 52 so we don't want that OK we. Don't want to go back? There for it to turn red we need 52 Ki. Think 52 K would be pretty bad.
So however starting a historically green month on the flip side which is October at 52 Ki. Don't mean to sound selfish, but. That's another 10X long spot. Yeah, well, this time around, okay, this time around, okay, everybody in the Stew and everyone you know, yeah, we're going to call each other out if we don't fucking send that, you know, if it hits in the 565758 again, I will personally go in the chat and call you Sims everyone out If you guys don't do it and vice versa, you should
do the same. But anyways, Tyler, I mean, there's what the next thing. I mean, you were talking about Solana. I do really want to talk about Solana Breakpoint because obviously this is the news of the day, right? Like yesterday night I tuned into on Solana's account live that don't you love 2024? You don't have to go to Singapore. You watch a perfect Apple ask production live on Twitter, on Twitter video. Isn't that amazing? So it was live last night and we had the video to that replay.
I mean, and take me through what's the big news of Solana Breakpoint? Yeah, it's it's fantastic. So it's long break point off to a light and fast start. Major updates from Fire dancer, Jupiter Mobile, Hello Helio Phantom and Franklin Templeton. So fire dancer is gone live on test net, Fredman dancers on main net live and they're they're already saying 20X plus performance increase. We knew this was coming, but it looks like it it's going to live
up to the hype. Jupiter Mobile integrated Apple Pay, Google Pay and credit card for easier onboarding. They also launched Ape dot Pro so we can go into that here in a little bit. Helio Pay is now allowing Shopify merchants across the world to sell e-commerce products on X via the Solana blinks technology. So blinks sticking around showing more use cases.
Phantom has introduced new embedded wallets for easier onboarding and then Franklin Templeton, 1.3 trillion, our asset manager, they're announcing plans to launch a mutual fund on Solana. It's 5 big, big headlines. I think there there's even more from day one, but those are the five bigger ones that that that really jumped out to me.
I think Fire Dancer is huge. I mean this Franklin Templeton that's also a massive 1. I think there's this narrative or just thought out there that all of the big financial institutions, we're going to come tokenize funds on Ethereum and we're starting to see some early examples that, you know, Slava may be throwing his hat in the ring for for the institutional money to. Come, I mean, yeah, 100%. I mean, we'll see what what happens with that foot.
But you don't, you know, Tyler. So I was looking like ultrasound money these days. It's feeling nice. It's feeling nice to see all these news. It's almost like all you had to do is just stop reading the timeline and hold your soul, even if you were not into, you know, trading and everything. So it's it's pretty impressive. What do you I mean, we were talking about fire desks. We even on the show like months ago, like just go away for break point. They always do that.
They always do that. There's always a break point pump. Then there's always maybe, you know, sometimes a little sell the news and sometimes not sell the news, but you know, there's always it's like it's like a classic dude. They always hold big news for that, you know, rightfully so. Yeah, and rightfully so. I think the the take away here, like one of the the main negatives of Slana and people like poke fun that it it goes
down from time to time. It seems like a fired answer that should be a thing of the past. Easy, easy. It's Bodega. He's been sharing a lot of nice takes. He had an interesting one this morning. I think he's been closer following all this live than you know I was kind of catching up this morning just on Twitter.
His TLDR everyone's going mobile mobile first is the theme getting more crypto apps on the App Store meme coins bigger than ever traditional finance entering aggressively and made your brands hyper focused on being faster better UI, more customer focused. I mean, that's a good those are good focus areas. So good I. Mean. Mobile does seem to be one of the next like people have been asking like, So what is the next narrative? It's. All mobile. Or crypto and it does seem like
mobile. Jupiter Mobile's big bro, you know, Moon shot. That was their narrative. I mean, it's good for meme coins and Jupiter. I mean, man, Jupiter is such a good company and brand. Dude, I've been a fan for a minute. Like the show knows, but like, it's just like, it's just really good product, man. It's really good. It's a good business. Even JLP has been good for people. I haven't been jumpy at all.
But no, obviously Mandovia has talked about it's a lot you've talked about Easy's talked about like it's just man, like, I don't know, man. Like the narrative around Solana's really good. You know, the narrative around it. Like, I know a lot of people say what's the next album's next L1, but like, it's almost like Solana hasn't even cooked yet. You know what? I mean, let's let the Solana trade play out before we really start going down to the next one.
I want to take a look at so where how's Jupiter doing is Jupiter, I feel like should be. Jupiter is an interesting play, yeah. Let's look for it. It's up 4%, so it's at 1.1 billion that's 8.4 FDV decent size. So that their update for their their new ape dot pro no seed phrases, so everything's account abstraction. Of course. You can log in with Google. That's another, I think big trend we're going to see in the crypto space here Q4 and in the next two weeks, account abstraction.
I mean, brother, that does not look bad to me. You know, like, and we're going to get back to this point in this cycle where you have another big cycle, big play. Like, everything's a big play and everybody's going to sound like geniuses, of course, but like, you know what I mean? If you want to bet on infrastructure or protocols, infrastructure's not the right word. But if you want to bet on like Solana Beta, that's not a meme coin. Like, what are you going to?
What are you going to bet on? I feel like Jupiter's got to be #1 right? For Solana beta, I do think that Jupiter is the best #1. Within the ecosystem, I'm not talking about like AVAX or something like. That no with for Solana it is the best beta above any name coin in my opinion. Yeah, because if because it's safer. So even though meme coin may get more gains like yeah, popcap will probably do way more XS or even flaw will do more XS in Jupiter, but I think Jupiter is
the safest right? Like if I have to beta. Yeah, you can go to sleep with it. I mean, if you look at that, I'm just, I'm looking at the yearly chart on Jupiter right now. I mean, it looks like it basically put in a pretty pretty.
Soft now it's back it's back exactly where it opened pretty much that's very important point here right like this is where like if this shit breaks out like you know it could get nasty in a good way I mean look at this you're here you're here this is exactly where it opened right Remember the top top take of the of the open right there yeah I. Point in four, put in like $0.65 and. Simulation. High SO.
Yeah, you're looking good. I mean, you're looking really freaking good on a lot of coins, man. This is, like, the right time to get involved in crypto, dude. Like, for people who think they've missed out because think about, like, how many people got, like, wrecked, you know? And now it's like, all good. Oh, look who's here. Look who is here. Look. Yeah, baby. Who is the man? Michael, Daddy of the land. Can you dig it? Gee turned up late. I'm sorry about that guys, dude.
You're totally fine. We've been, we've been actually just jamming talking about break point, talking about Solana. We did a little Bitcoin talk. We've been we've been drawing on charts. We've been, you know, doing a little astrology, but we were deep in break point right now Mando talking about fire dancing and everything. I mean, that's something you and I talked about a lot last quarter and we're like, yo, it's going to come up at break point.
I mean dude, how you feeling? How do you feel about this? About break point. About the whole thing, have you followed what's going on? I've been, I mean breakpoints. Someone described it as it's the closest thing we have in crypto to. Apple, right? The Apple event, and I think that's very, very true, yeah. Like there's always new stuff. I think you know, this fired answer on test net. I, I kind of already thought it
was on test net. I didn't actually know that was new news, but the fact they're doing a million TPS is. Crazy is. Is is good And then the other integrations sound good. Like for example, we're about to do some much for Epic. We're about to do like, there you go, some football kits and. I. Need that. Oh, I need that. Yeah, Yeah, it's going to be in the next week or so. And it was going to be done by Shopify and and they announced
that you could do that on X now. So we can have a Shopify link on X, you can buy stuff on X. Look. Who blinks? Stupid nice. So I was like wow, that's cool. So immediately I was like, I can see how I can use that. That's, that's awesome. And I figure out what the other, the other one, I'm trying to remember what the other one was, but it sounds like they're going to keep on doing big things. I don't know.
It's always difficult to work out like what's priced in or what expectations is it seems to have in a period of time where Bitcoin went from what, 59 to 63, Solana went from 1:30 to 1:50. So salon's up like 15%, whereas Bitcoin's up 10. So it's definitely outperformed.
It's pumping. There was a it seems as though that was one of the major themes of Token this year was, and I think even Carl Simoni from Multicorean Capital gave that speech, which is, is Solana going to flip Eve, which was like a very, I think people are tired of the narrative, but it was something that everyone was talking about still at Token 2049. And I think the general consensus was that it was too accepted that that, you know,
Solana was going to like flip Ethan, that everyone thought Ethan was dead, all this sort of stuff that being like this sort of stuff is cool. Like this stuff doesn't really happen with that often, right? Like they don't, they don't have that sort of these sort of events happening at the moment. So you can't deny it's Lana's ability to market itself is better than any other chain by multiple multiples at this
stage. I was just writing that so on big point event was on the most exciting moments of crypto of the year encrypted. In my opinion, the appeal to mass is not a market crypto to an audience that isn't necessarily involved. I mean, they're doing it right, right. They're doing it. It's funny you said the Apple thing, Mando, because literally 2 minutes ago Tal and I were talking about how it's very Apple asked and how they really man, like we literally just
talked about this. So and so just quickly and I want to hear your thoughts and let let we'll move forward because another big event was the Dookie dash stuff on the App Store. So like we're talking about appealing to the masses that's going on right now. But raffle rafflebot dot XYZ, rafflebot dot XYZ. If it doesn't work, the triple W before that, you have to retweet the pin tweet, follow Formar and Robit. And then the code is breakpoint BREAKPOINT breakpoints.
It's very simple. Everyone go to rafflebot dot XYZ, connect with X and then put break point here and submit and that's all you have to do. It's very simple. Tyler final thoughts on break point? Yeah. I think we just see that the difference between SLAW and ETH, right. We just touched on it like I feel like there's more excitement for this and the the takeaways are and they are going to the consumer route, mobile first trying to make onboarding easier than ever, fast and cheap.
And I feel like the takeaways from the the last ETH conferences have been all like infrastructure place and it was boring. Yeah, I think there's a a, a stark contrast right now. And I'm not saying it means Salon was going to flip eat, but I mean, if you have to pick an ecosystem to to spend your time in that's more fun and there's more energy around that, that's Salon right now. Hard to debate that. Yeah, I mean that's that's
they're good at that. I mean, look at our theorem, like, yeah, we could say, oh, we're in theorem because it's a better tech. And this now which you know, we're all we're building our theorem, etcetera, right.
But it's it's just like when it comes to appealing to people and like making things fun, like I think the break point event, like, you know, Raj comes out talking to Balaji at the beginning and then Vitali comes out singing like, I don't know, like I'm not trying to say like, you know, like one's good, one's bad. But like, if you're trying to market crypto to outside, like the audience and there's definitely a different, you know, way to to approach that.
What do we think that is? Actually? I went there. I kind of want to go there. Sorry to keep dragging this. Like what is an Ethereum for example try to follow something like that to showcase but if it's not Etheria maybe it's al 2's like or fuck even avax like all these like why don't why don't they do that? There's a much closer relationship between I think Solana and it's core apps, and often it's called devs.
I think Ethereum sees itself as the settlement layer rather than integrated itself into the apps themselves. So like when people talk about Solana, they'll talk about, yeah, the the founders, but they'll also talk about people like Mert, which is like, it's almost like talking about Hayden, Hayden Adams, you know, but like people kind of confused
the the two of them. Like a lot of these core app developers on Solana are very, very integrated into the actual have a chain is built and they'll you know, they'll often share resources and there's a lot more of a like a back community, I think, where which is really proving to be a very strong strategy, it seems, whereas I think Vitalik is very although he's obviously a clearly a genius. He's a No one's denying that. Yeah. He didn't come into this looking to, I think, build consumer
crypto apps. Like he came into this thinking about how to redesign the financial infrastructure. True. And also like governments, you know, like he's more in the the Bellagi Nation state camp, right? Where like Bellagi? Was on stage with Solana. Right. I, I would still say that like how if I take a step back, I feel like a Vitalik and Bellagi would get on like they're, they're often talking in, in similar sort of like, right, we
need to redefine everything. Whereas I feel like the Solana guys just want to ship ship. Do you know what it is? Do we think, and I usually hate making these conference these differences, but do you think as crypto is maturing even more like, right, it's in the second decade now, right, Crypto, it's lived one decade. It's the second one. I mean, they're not even 10, they're not even 10 years old, right. So Lana, let alone that.
So we're super early, but like in the sense that like maybe we're seeing more like Bitcoin becoming this like decentralized, you know, gold, it's gold, right? A theorem is going to become like, let's say NVIDIA of crypto, like the one that's like the hardware, right? And then you're going to see Solana become the Apple Store or Apple Store. Like, you know what I mean? Like you see, we're seeing finding crypto like like these different chains become saying they're only.
So like it's not Solana or Ethereum of Bitcoin or versus versus versus just like Bitcoin's going to become this, Ethan's going to have its lane and someone doesn't have it's online. And then maybe Sui or maybe say, I don't know what's next, but like I don't want to talk about science. Someone's being built now. But like, I don't know, it just seems, it just seems like this is what's going on, No? Yeah, sorry man, go ahead.
No, no, no. I think that, I think that's probably it. Like we complain about these things, but Bitcoin doesn't have any of that stuff either, right? Like Bitcoin just doesn't have a developer. Toshi's not out there speaking to people either, trying to get people on. But we should.
We don't want that, right? Yeah, so it's, it's, it's interesting, I think that Benjamin Cowan who's is, you know, pretty well known crypto analysts today said that he thinks the near the like we're we're close to the bottom for each BTC that it will get. It'll probably go to nought point nought 3 at some stage, but like it will probably after that do a rebound over the course of the next 12 months. I believe it. Maybe that was the bottom. Maybe you just saw the bottom right right there.
People been trying to call bottom on this. Yeah, he said look it you know, I, I, I he says that he thought it was going to nought point nought 3. I think that the problems of that ether they are pretty major in my opinion. I don't think it's people always look about in relative terms, but I, I do think that Vitalik, the issue is of this L1L2 issue is quite a strong one.
Like stable coins are easier to onboard people to and ETH itself is, is increasingly not even being used as the L1 chain. But also like for buying things. It's, it's kind of just become the gas coin, the gas coin. But then the L twos, they don't even burn that much gas and they can even choose to for you to pay gas in different, different currencies. So it's the way that it's been built is going to have to, I think there's going to have to be some questions.
And it takes a long time for that to change. Like Ether is an oil tanker, you know, you can start deciding you want to make some changes and it will take three years to do that. And it has a pretty well defined road map, which is based upon this L2R infrastructure. So I don't really know where it goes there.
Yeah, I'm not even super bullish on Solano over the next couple of months, over the next six months, as I've already said, like I do think that inflation and and unlocks will catch up with it if we don't start to see thousands of people come on chain or hundreds of thousands of people come on chain. So and I just think the L1 trade is really difficult. Yeah, but people, yeah. It's one of the most difficult trades to me. It was so obviously Solana 12
months ago. And I like and I said that several, several times just because it it was, I mean Solana was trading at like 2020 thirty billion. You know, it was it was tiny market cap and ETH was at like 303 hundred. So it was crazy. How good is this? I can't OX designer goes. I can't explain it, but Solana, San Francisco, there is Brooklyn, bitcoins, Florida. That's so funny, Tyler, you were gonna say something. Then we'll finally move forward and talk Dookie dash and everything.
But what? What's your? What do you think about that? You know, listening to, you know, so Amanda's thoughts and the differences, this, it feels like, you know, Vitalik is building on like a 100 year time horizon. Yeah. And and he wants, you know, ET to be safe. He wants to save the rails of finance for life. And Solana's on like a five year time horizon, like we're going to move fast, we're going to break stuff, you know, like I know it's been around, but and I think that's another key
difference, right? And like we see it in these events and that's why they move faster and but you know, things do break more so. Yeah, no, listen, like we'll see where that goes. But that by the way, like it's funny because you could say something good with Salon and people would say right thing that you're saying something bad
over theorem, right? But I don't think nothing's different if someone's trying to build their rails for the future of like decentralized finance for life and changing how the banking system works. I mean, I think Ethereum and Vitalik are the best position to do so and Salon may be the best position to take on Apple one day if they can get there. But again, like we're too early. I hate to be. Oh, this is nice. Steve Jobs like she's super
cringe, right? So it's like, let's wait and see if they can actually make that happen. Like let's not forget there's a lot of other things. So and a lot of competition. So it may not even work out, but for now through our position anyways. In other news, I mean, have you guys seen the dookie dash saga and and the launch of of it all? I mean, Tyler, I'm assuming that you have been following this closely.
Yeah, I've just been pulling up my Apple App Store app, you know, every few hours just to see where it's ranking. So you got to go to, to the free game section in, in the games component of the the App Store. But they're number four. Well, they're #4 like an hour. Ago number 19 year in racing in Canada in the racing games. OK, try to find the free games if you can. That's where they've been making the most headway. Games. I haven't used the App Store in years.
I just used to download stuff and be done. Wait, how do you see this? You go games, games. And Scroll down, there should be like several categories and there should be a free games category. Top free games, see all. Keep in mind I'm in Canada, so it's different. Yeah, it's not 4th in Canada. We need to see. We need to see for you all. Right, so now we Gordon and Gargo, you got your playbook. You need to get more holy shit marketing in the Canada.
It's not. I don't even see in the top 100 in Canada. Oh man, what? That's surprising. But anyways, in the US it it is fourth I think. I don't have the the updated numbers. I know they had at least 20,000 downloads like as of early yesterday afternoon. Early feedback on the game has been good. I was chatting with Sims a little bit before the show. I know he's gearing up to to play. I know he was deeper in Dookie Dash 1.
Like I I, I casually played Dookie Dash 1. I haven't played season 2 just yet. Film got it downloaded. Let's go. Nice. So are you guys going to play or what? It looks much better just from the photos as well. I feel like I just got no shot against the hardcore gamers so. So what's the thing? Is there a competition? Like what's, what's the, what's the, what's the alpha here? What's going on? Like a million, 1,000,000 bucks up top. You get the you get these golden plungers.
Now those are some of the prizes. I think they're like the top 100. Sims may know more here. What's what's? What's the? What's the What's the What's the TLDR here? I've not been going too deep just yet, but I do plan on doing it once this week's over with and we've we've got all the stuff that we've been dealing with over. There's $1,000,000 up for Season 1. I know that it's obviously it's
season ranked. I'm already seeing players with 3/4 of a million points on the board, which is completely fucking nuts. Like I think my previous top
score was in the half a million. I did manage to get up quite high in Season 1. There's definitely been some changes that I've been reading about a lot of it for the positive, the backgrounds, music's, the different things that you can do. It's you know, it's funny, given the flappy birds owner creator came on this week and slammed crypto just you know, and spoken all these years and comes to to shoot on crypto out of nowhere. But simplicity does it in mobile
gaming, right. Mobile gaming is by far the most accessible when you look at some of the numbers from like pub G mobile from India and more on the other different sides of the world. It's it's insane how big mobile gaming is like it's a real dark horse, but it's a complete fucking money printer because everything's linked to Apple Pay, everything's linked to a credit card. It's all micro transactions. You make a good free to play a game and you can quite easily retire at 30.
Like it's just so simple. Simplicity really does do it. And this is it's end of the day, it's it's trying to avoid stuff just flying down. It's a maze runner, right? That's what I think believe they call them maze runners. You're just flying down a pipeline. To avoid. But it's the idea is you just got to move your fingers, get out of the way of stuff. But there's objectives there which do make it a really high ceiling of calibre and high ceiling of competition, very,
very low barrier of entry. And that's when you get the perfect game, when any Tom, Dick and Harry can pick up a phone and play the game. But there's a level above where you've got messy level players. That's when you've got the really, really good mix. When you have that in between it's it's decent. Yeah, Yeah, they did it. I mean, they did. I think, I think this is going
to be a big success, honestly. Like I'm feeling pretty confident about this one now that you just need to dominate other countries, Tyler. They need to make it to Canada. I mean, is there no board names in Canada? What I thought, I thought we were moving that. True to abandon. Oh God, that's so funny. But so there's a big are they giving big prizes or something? It's $1,000,000 for season 1 and it wouldn't surprise me if they
did. Like most E sports, you find when companies try and force E sports upon people, it fails. They'll throw money at a wall. It's like throwing shit at a wall and seeing if it sticks. They'll throw money at players and then kind of like Fortnite, you had all these kids that made all this money and then they just told it down afterwards and it's like, well we've got to stream now and do these other things. And that's why you see them all in shit coins and NFTS during 2022.
With most of these games, if they start off basic and they let the community naturally progress, there's no reason why just because it's on mobile, it shouldn't be seen any less than a normal game and any other game. It shouldn't be devalued. There's no reason why it can't become something more and something E sports.
If it's naturally adopted and people play it, if they support it, if they put money behind it rather than just throwing money at a wall and hoping people take it, it could do well. And you could see a lot more coming out of this because again, simplicity does win when you're talking about mobile gaming. I love that. Thank you for the breakdown. Well, there you go. There you go, and. Kroger, I guess quick sake. That wasn't even, I'd say, the biggest gaming news of the day. So. What was?
Edison is one of the Telegram games, you know, tied to the TON blockchain. It had its token watch this morning. I pull up the chart for this. It's Catison, CATIZEN, Mike Citizen, But cat $330 million market cap and one point O, one point O 8 billion FTV. It's bigger than Prime. So it's sorry, sorry, Cat is in. Yeah, Cat. Is wow OK? They got hamster combat next week, right? Yes, so this is the the lead into hamster combat next week.
This one. From the casting stats I was reading they claim to have 39 million total users, 18,000,000 monthly users. In the month of July they had $16,000,000 in in revenue from in app purchases. Damn. Strong start for for a token. So I think 15% of the the tokens were airdropped, so 100 million, that's roughly half of the circulating. So that's like $150 million AirDrop then? What? How are we not in this? But there's no chatter on the timeline.
So this is again, like the Telegram Tun ecosystem is just in its own chamber. I guess it's just being chatted about on on Telegram somewhere in chats that I'm not in. Telegram is just massive in Asia so all like. Wow. Absolutely huge for this sort of stuff, mobile gaming like Sims, says Philippines, Indonesia, South Korea. Wow. Insane. Like how many? That's absolutely insane. You're going.
To think how many people globally have got a mobile phone right, especially like in in lesser developed countries where you can't get a hold of a super gaming PC or you know, Internet can be a bit shitty like being able to get a mobile phone and just do everything that you want to do in terms of crypto, in terms of gaming, in terms of entering competitions and farming stuff like the numbers are fucking. Ridiculous. Wow. Wow. Wow. Wow. Wow. Yeah, This is insane. Absolutely insane.
In other news, I mean, that kind of hit yesterday before the show, Tyler. But I do want to talk about it today, $243 million. I mean, arguably the wildest story. So that person stole 243 mil from one person. So they they use social engineering tactics. They targeted the Genesis creditor. They effectively conned them into giving up $243 million worth of crypto. The the hacker team, they started moving it through all these exchanges. They were laundering it.
They they started out like doing an OK job and then they started just spending the money lavishly and then documenting it on social media. They always do the same shit. They got it by a PS that have the same aftermarket diamonds and post it on Instagram. I mean, they're doing bigger stuff than that. So like they're buying luxury cars, They're spending a quarter million to half a million per night at clubs. They're buying Birkins for
bottle girls. Bottle girls are posting pictures like coming home from the club with with Birkins. And then the guy sharing it on his social media. He's got like 15 followers on Instagram. No one's even previous stuff, but they left this huge open trail. And thanks to Zack's Zack Expertise investigation, two of them got arrested. Binance is already frozen like $9 million of the funds. I don't know how much they'll be able to recoup.
Hopefully more than that. I mean, the winners here, Zack Expertise, clearly a winner. Also like that the bottle girls, these luxury car dealerships seem to be winners because these guys spent the money pretty. Fast. I mean, they get to keep the Birkins, right? I think. So, oh, that's the default G wagon. The default G wagon. It's so funny. Hold on.
When I left the club with last night Gravy's mill, there's a flashlight out with the Stones funds having purchased temples, cars and going out to clubs in LA and Miami with friends spending 250 KA night. I mean half a half a million one night, like what do? You that's. $1,000,000 I mean we. It's like there's the DMS are getting published with like they're trying to DM the girls and and pick them up and the girls are just denying them.
Like no, I got a boyfriend the. One of the ways that like I have, I'm already tech is like, I don't care. I still want to buy you. It's like, what the fuck they've? Got the they got the the Brabus 900. You're trying to buy this girl that pink Lambo, and she's just like, I'm OK. Yeah, but also, like, you know what it is? These, these are just so dumb. So dumb. He could have probably ran for a few more years before getting caught if he wasn't being such an idiot.
But you know what? He got what he deserves, you know. This is bad if these are the headlines that like these are the stuff that gets picked up by mainstream media. You know what the good thing is that to me, the way I see it, Tyler, I see the we were able to catch them faster and identify them fast and recuperate money. Right. That's the intelligent take, right? And that's like the transparency of blockchain enables this, right? It's easier to catch criminals, yeah.
Still the headline scam is though another crypto highest I mean. We'd know much more about P Diddy if it was on chain. Huh? God, yeah. It's just a wild it's getting Wilder by the day. Yeah, yeah, yeah, yeah. I've been, I've been, I've been. I keep digging deeper and it's really bad, dude. It's I ended up on Diddy Twitter back in November last year and it really wasn't great. It was it was really not great. But anyways, do we that's it, right? I mean, we can go robot spins.
I think that's some a good roundup. I think we went around pretty well, Tyler. Yeah, this me real quick. There's other securitize picked a wormhole to do all their tokenizing of their private markets. It's a big securitize, OK. Our company focused on tokenizing private markets. They're going to use Wormhole as their interoperability partner to start tokenizing real, real world assets. I think that the reason this is big is BlackRock is tied in to.
This it. Looks like Wormhole is kind of going to help enable some of the BlackRock tokenization efforts. I also wonder this also opens the door to more block chains besides ETH. So I think part of the huge narrative was they're tokenizing on ETH now. I actually wonder if it's going to be broader. Yeah. We'll we'll see for more of this to develop, but that was a big headline from this morning.
That's big again, I mean, you're seeing Bitcoin right now either just going, I mean, Mando, you're you're DCA, you were you shouldn't have said in public that you don't want it to pump. Brother I, I I've done well. Don't worry about it. I know you have. Don't worry about. It you? You went deep, huh? More. Public about when I said you guys should be buying Bitcoin, I've been pretty I've done this. This has been a good month do. You remember words where I've
been aggressive with this? Yeah. Yeah, I just thought you had your DCA going. You were saying that you didn't want it to just. Yeah. When you just. Me, you know, we had a chat about 10 days ago on the maybe the 11th and I I kind of full stacked it there and I've got ADCA going for for like the. Last. 10%. Basically, I love it Oh fuck yeah I love that yeah Bitcoin's looking good I mean, before we go to robot spins guys higher or lower next week, what do we think we're 63 one right now
I'm. Going higher. The interesting one here is ETH in Solana, right? And those are the ones that are running right now, particularly ETH like this, ETC. Now that Ben Cowan is is who's been a, you know, multi year e-book bear. He's saying that we we're probably at the at the lows. I, I want to buy this. I I want to buy this. You know what I mean? Like so I already ran bitcoins running slash and like I would buy this, this Ethereum chart. What do you think? I mean, look at this.
I, I think he, yeah, could, could really run here just just because, yeah, it has big, big issues, but I just feel like it's been beating up so badly. Like, Suey is a $15 billion FTV right now. And I don't think anyone's using Suey. Or at least it's still a show me story, let's put it that way. Solana. They're cooking. It's 100 billion. I just think it can bounce. I just think so it can bounce even though everyone hates it. That's the thing, there's a lot
of hate on the timeline, right? And usually when you see the hair comes the absolute Max cop when it bumps the shit out of it. Absolutely, absolutely. I you know what this every time I try to long if I get fucking wrecked, so I'll see. I don't know if I'm.