FOMO HOUR 207 - WELCOME BACK TO THE BULL! - podcast episode cover

FOMO HOUR 207 - WELCOME BACK TO THE BULL!

Sep 27, 202444 minSeason 4Ep. 207
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Episode description

Kamala signals support for crypto. Top memecoins all soar, add $10bn in value in a week. MOODENG hits $180m, does 11x in a week. SUI & SEI continue to lead L1s for price & TVL growth. Revolut & Robinhood are considering stablecoin. Visa launches new tokenisation platform for banks. PayPal to allow business accounts to hold crypto Hamster kombat's HMSTER disappoints on launch. Biden admin may have forced Silvergate’s closure. Court rules crypto mining boxes ‘are securities’.

Transcript

Yo-yo, what up, what up? Good morning, Good morning, GMG September 27th, 20244440. Yeah. Another beautiful day to have a beautiful day. I got my Co host in the house Tyler Tyler. Tyler, Tyler, how you doing today? I'm good, it's GM, it's a green morning, but the coins are looking good and it feels like we're just so back. Dude, Oh my God, we, I mean, we are so back. Is it? It's starting to, you know, it's this of a field thing now. It's a cat, man. We are back, baby. But this?

Time. Yeah, you know, this time, this time feels much better and much more for real. But we shall see what we what what happens between now and the end of the month, You know, G mood day. That's funny. What up? What up? What up? What up BLA. We got this the YouTube comments going green morning, GM Jim fellas, poriya, What up? What's up, guys? All right, all right, yeah, it's

it's definitely green morning. You absolutely love to see that, Tyler. And and it's the absolute best thing to wake up to, especially on the Friday morning because it's, you know, we we love the vibes. What up, man, though, What's up? What's up? I'm good guys. I'm going to pre warn you because I rug at any time. My Internet has been terrible today. I don't really know why. I mean, you know why? Yeah, I said.

So the. You know what, you know what anyways, alright, today's show today, today a market report. I usually as usual, I mean you know, we are green, we are definitely green. So always fun to go over that. Love to see it. Tyler's top 1000, Tyler's top 1000, you know the vibes. So let's see what Tyler's going to store for us today. And then I mean it is Friday. So two people, 2 lucky people are going to be able to win robot spins to come and potentially win a crypto pump.

That's the vibes and I I'm feeling it last time on Tuesday, right? I know it wasn't Tuesday. Whatever we did last, that person came this close, this close to winning crypto park. It was so close. So so you know, hopefully today is the day. And last but not least, this show is powered by galaxies with seamless built in monetization tools.

Galaxies, galaxies XYZ on X enables the development of sustainable long term communities, fulfilling Bitcoin's vision of the centralized freedom and independence from centralized control. I love me some freedom. Two things make me feel freedom, you know, landing in the United States of America and looking at my Ledger. That's that's, that's freedom to me. But check out Galaxy SXYZ anyways. Anyways, it is Mando, mando, Mando Mando. Talk to you about this market, baby. Can you take it?

Can you dig it? Oh, I think he is rugging. Yeah. Oh, yeah. Yeah. There's defeat. Tyler. Is it me? We. Just can't hear him. He's like live, but we. That's so far. He didn't warn us. He didn't, he didn't warn us. He didn't. It may be hold on. It may be a little one second. Everybody, ladies and gentlemen, I have a little, little technical difficulties here at the moment. Hold on.

Let me try and see if he, if he's, he may be out, honestly, he may be out for the day because it's, it's, it's pretty bad market Internet wise right now. Portugal Internet, man, Portugal Wi-Fi, you know, shout out to, you know, Elana's in Portugal right now with, with part of the team we're working with. You know, we got, we got a bunch of people there. But but look at that. Look at the holiday rugs. Man's never looked much happier. Every single word. That's so funny.

That's so, I mean Tyler, that's so, I mean Tyler. I'll just miss it. Because live pardon Bitcoin just hit 66 K. Oh shit wow that just happened right now because I just oh wow wow 66,000 United States dollars for one Bitcoin I mean wow 66 K man though how we feeling yeah no Tyler how we feeling doing. Good. I mean, I think there were some questions even when it got past like 65, like is it really a higher high here? Lying. Looks like a higher high to me.

Shit looks like a high ahead of me now. Oh my God. I think Mendel's like full rug. Let me, yeah, let me talk because he's here. It's funny. I just think he's like probably. I think it's so funny to look at Mendel just like he's. Just like he's just slamming lungs on Bitcoin and. Cafe Mendel is just looking at the market right now, like he's probably like, damn, how do I keep doing this? He's like, I I can't stop winning. He's typing. Hold on.

He for sure is like, damn, I really can't stop winning right now. Let me post the broadcast thing while we do that so people can come and look at Mandel's face. It's so funny. What is it? FOMO Hour Episode 2 O 7. Jesus. Green Morning. Green morning. There you go. But anyways, Tyler, I mean, I'll give it to you if, if we can't really talk to Mendel, but the market, I mean, what are you, what are you what, what's the

latest? Yeah, I think the the latest is crypto majors are up a couple points here. Bitcoin passed a clear level at 65. That was an important level and it it's looking good here this morning ETF, it was a huge week for the Bitcoin ETFs. I think we we put we put something like 800 million in, in net inflows over the last five or six days Black. Rock 1 billion up. To 24 billion. Black Rock's up to 24. Billion.

What so I don't know if there's like a point on the horizon where where that number is getting too big that we start getting concerned about it, but that that's a a big part of the story. It looks like ETH is still kind of chopping around. It had on Monday and Tuesday kind of went back and forth. They had a nice day on Wednesday and then small outflows yesterday.

So, so less action on the the ETF souls leading the way in majors is up 3%. But I think the story, I think the biggest story for, for, for crypto is, is got to be meme coins. All the meme coin leaders up basically double digits on the day. I think they added some, they added something like $8 billion in market cap to the, to the meme, to the meme coin sector yesterday. And I think that's important because I think the wealth effect is real.

I think it changes user behavior when you start feeling that like when you have significant green on the screen, like when you check your wallet every day. Like I, I know, I, I personally feel that just having seen this with bounce up 60%, it makes me more open to, to go downstream and, and, and make new plays. And I think we're starting to see that play out across the board. I mean, doge is up 10%. Sheba added like 3 billion in market cap yesterday. It's now 13th. It's up.

I mean, it's up 22%. Wow, 1.3 billion. Seriously. We've got Pepe up 17% at 4 1/2 billion. It's now top 22 token. I mean it's going to be I mean it's like right neck and neck with with Sui. So it'll be top 20 before we know it with broke into the Top 40 foot arm drum back to 2.4 billion. Wow. So it's a good day for the majors. And then our our our new little friend MU Dang just continues to to run. This little baby hippo can run. Boy, can he run. You know what, I just love his

name. It's it rolls off the tongue. It's so cute, you know, Mudang. In this new Mudang paradigm, there are no pullbacks. Like this is unbelievable. Every time you think you're going to say, OK, it's got a dip here. Like it hit 230 million last night. I woke up, it's like 180. It's like, OK, today's going to be a pullback day. No, it's, it's back 210. Every time people just slam the

buy button on this. Oh my God, now it's up something like 10X on the week and it's even more on the on the two week. I I forget the exact numbers. It's up some absurd amount in the last two weeks. This is just absolutely insane to watch $211 million you you could have still bought yesterday thinking you're late and made 80%. Like it's insane to think about Tyler. Yeah, I woke up yesterday.

I'm like, oh, it's 120 million. Like you can't buy here. 90 Well, we're like, let's just no, no, but how? How's your boy doing? How's Pesto doing? Pesto's in a slight pullback. We're consolidating. So it's at, OK, this is like 30 million. It's at like 20 million I think today. My, my crystal ball, we're going to probably chop this morning or the next leg up. That's, that's my guess on, on pesto. If you look, the, the chart is tracking the early days of, of Mudang pretty closely.

So Mudang hit 30 million, it pulled back before it, it leveled up. So we're hoping the same thing for our our beta pesto. You're killing me, bro. You're absolutely killing me. I mean, you absolutely love to see that. This market is just so nuts. I mean, everything's just going crazy on on this market. We hit 66 K. Let's try Mando again. Hold on, Mando, you with us? Oh, I hear him. Yeah, can you hear me now? We are so back.

We are. I mean, I don't know if you're on your microphone, but it's OK. We see you. We hear you. Well, like now, it's way better. I'm on this mic, my little rogue mini. So Mendo, I mean, I'm not going to read out loud what you texted us, but you are definitely having a good day. And now I see why you were smiling. That's why I was laughing. Tyler's talking. This is so good, you know, you know, Tyler, go. You can go check the FOMO our chat.

But Mendo, talk to me how you feel this morning about this market right now. Feeling great, feeling really good. One of the few times I've I've I've like nailed the timing of when to go fully all in. And yeah, I got lucky on the JLP thing. And then now and now I just think we're going to keep on going guys. Like I really, really do. I'm not just saying this like I think we got some clear, we got some clear air all the way up to 70 Ki.

Think we hover around 70 K until the end of the election. If I'm honest. I don't think we're going to smash through that before the election, but I do think we're going to 70 K, then we'll probably dance around there for a little bit. And then then I think we're going to 90 to 100 by the end of the year, which I have been saying for a long time. This this happened 2 weeks before I thought it would. But yeah, I think I think this is a really good spot for the market.

I still think it's it's largely a Bitcoin trade, but but I do think that that I'm starting to see some some movement again back towards memes, which I I just really that's the one thing that surprised me. And I guess going going on Pepe was was was a was a good trade like this meme coin majors have moved and I think Anson did say it kind of the best. Like they've all put in like a pretty decent bottom there for for a few for a few months on major memes.

And if you if everything's just a Bitcoin trade, all the miniature memes are just a Pepe with bunk Sheba even sort of trade, right. If those go up like Sheba, Sheba went up 3 1/2 billion dollars. Like that's more than all of with and bunk combined in a. Crazy way to put it. In a day, like if something like that goes up in in that sort of that's a lot of room for a lot of other risk taking to happen down the stack, Let's put it that way. So I think we're in a really good spot for that.

Doge Doge is moving, but it's not moving as crazy as the other ones. But this moonshot app as well, it feels like feels like it's onboarding a lot of people, right? Like they had their biggest day the other day. It does feel like meme coins are gambling. Is is just such a strong, a strong narrative this cycle. Like it's maybe I roast roasted off a little bit too early. I just thought it would take a

little bit of time. Like we're still down a huge amount from where we were, but it's whenever I think, oh, the market's about to turn and people are going to look at like other sectors in crypto and utility might come back. Meme coins just never die, man. They just never die. People, just people, people want to yellow into them first, even if they've they've been down like 8090% and like they've lost

money all year on meme coins. That's the first thing they want to buy, which just tells you a lot. Like we're we're just here for gambling. Yeah, definitely. I mean, Tyler, I'm assuming that you'd had moon shot part of your part of your topics today, I'm sure. But hold on. Look at this dose chart though, like is can we finally say dose to dollar or is it it it doesn't jinx it every time. Do you think dose remains the winner?

Like do you think in a mean, like let's say a mean point super cycle plays out where we see like Pepe sore whip sores, all the majors level up? Do you think the stack ranking order continues the same or do you think we see any major flips? I think that I thought for a while that Pepe would eventually ship Flip Sheba, but Sheba's strength, I don't know. I don't think Doge is ever going to get flipped. That's something.

That I I prefer look and I prefer Pepe mug and everything over doge and Shiba. Now that's where my bags are. But I I actually I kind of agree with you. I feel like we they're just all going to go. There's just going to be two more three more memes, part of the top 20 now instead of two, right, Like instead of just Doshi, it's going to be like Doshi Pepe with and hopefully moles it like or top, you know what I mean? It's like, but I think they're just keep going to keep, I don't

know, going higher altogether. What do you think, Tyler? My definition of the meme coin super cycle was 5 memes in the top 10 to 12 by market cap in in overall crypto. We we have basic or we're knocking on the door to have three right now with with Pepe at 22 now, like if, if wif double S from here now we're talking about we'll have four in the top 20. I don't know. It seems five in the top 20 seems very doable. I think 5 in the top 12 is is alive like for a 2025, a late

2025 prediction. I think that's very real. As for like the actual like stack rankings and it it it does feel like everyone looks to doge. I'm fine if they if they move up in in order, right. And it is wild to see like, yeah, like Shiba added the market cap of plus Popcat yesterday in a single day and like we don't know anyone who buys it. So I think that that's part of my question is where is all the liquidity coming from? And we know China has this huge

liquidity boom right now. Like is it, is it Asia money like that that's driving this right now? Early, right? There's a very famous investor, David Tapper, who went on who's the founder of Appaloosa, which is like one of the best known trading firms on Wall Street, who went on CNBC yesterday and said buy everything in China, everything possible. And the last time he said that he made a very made a very similar sort of speech when the Fed started QE back in 2010. When, when a government.

One thing to, to know about when this sort of stuff starts happening is it's very, very difficult to turn it off. So when China says, hey, we're going to give 140 billion to the banks, we're going to allow you to borrow to, to buy stocks. We're going to, we're going to pump money into the housing market. And it's also fighting against

the tide, right? Chinese population dynamics mean that, you know, look at look at what happened to Japanese house prices with their population dynamics, right? Like they did not do well and similarly like they're going to

have to keep on printing. So I think we're in a market where people are now expecting maybe multiple decades of China printing a lot of money and trying to support the support the economy that way, which is probably the best thing for them to do because they can't, they can't really do more debt. Like they can't really do that much more fiscal debt. So they'll have to like just print. And that's a bit of a game changer.

So when he goes on CNBC and he says buy everything in in China, you know, I don't know what the, the, the, the NASDAQ returns were from 2010 two thousand and 2024, but I think they've been absolutely wild. I I would be unsurprised if you were about to see, yeah, just global liquidity just just skyrocket. And I mean, I think the other important part there is like, I feel like the US will, will try

to go like tit for tat, right? Like I, I feel like they're, they're going to do the same thing. Well, this market right now is ridiculous. I don't know if you guys are looking at the charts, but Solana, yeah, Solana just hit 100 and. 60 Oh my God moodang this at 2:50 dude. Yeah, but dude, this is this is fucking I don't Oh my. I mean, I'm looking at like 10 charts right now. Like this is insane. I can't even like focus look at this.

It's soaring to all time. Knowledge I can't even like think straight right now This is like we. Said yesterday like our target was 250 million and it just hit it in a day it doubled. This is just so insane. Like everything's just breaking. Like it's just like. The soul's at 160, all right. Like this is just, this is just insane. Like we're, we're absolutely flying right now. It's a good setup for this weekend. This weekend it's going to be

ridiculous bro. Like that's the ETFs are probably like just like ravaging the OTC desk. Right now there's four Bitcoin left in OTC, 44 Bitcoin on the OTC desk. Hopefully ETH will at least put a 1% candle. You know, I don't know, like God damn it. The thing is, ETH has so much catching up to that. It could go to like what, 3200 again or something like this. But like the second we long it, it's just not going to go right. The only reason to buy ether is to have gas money to buy Pepe and.

That's it, that's it, that's it Papa. Like why would you log that shit Because you can get fucking wiped on leverage when you can just buy me. Man this is so crazy. Go to the MOG, Go to the MOG chart. While we're talking about this, we're going to see. That. Looks pretty good. It's over six. Wow, it's at 6:30 now. I mean it was just the 300 like

a few days ago. You know what, though, what's amazing I was telling Ovie Amanda about this this morning about MOG for me right now is that I think it was in the same situation. It's printing ETH. So like at some point when I want to de risk because like MOG has been outperforming ETH so fucking much that like I just like the dollar amount hasn't been going out up as much, But like the ETH amount is just printing like the mug backs.

At some point when you want to de risk, you could de risk towards ETH later the cycle, let ETH print more highs and then sell ETH in $2.00 like down the line if we get there. But it's just that what I'm saying is that it's it's actually crate. It's actually the good thing about Pepe and mug right now. They're printing ETH like you know, how we used to buy NFT. So like make more ETH, like Pepe and mug right now just printing ETH for people on, on, on.

And like at some point you think that ETH at some point is going to buy to all time high, right, Which is like 4600 and like shit could be fucking crazy at this point. In my opinion, that's what I'm looking at in terms of ETH and NFTS are not looking bad. Like I was doing the real big box earlier. Like dude, red guys haven't really come down from that point forehead and it's good.

Like you have all the main majors that have big news come in. Like a lot of catalyst catalysts on on NFTS come in. Like, I don't know, there's something there for sure. I don't know what you guys think about that, but it's just like, I don't know, I'm looking at it that way. And I'm like, like, I think things are going to get really crazy for 12 months.

Like I, Jenny, think that. I I, I hope so like I, I think the difficulty is Farouk is is that we know how euphoric we can get on these sort of days and we say and we say mean mean coins super cycle everything goes I've. Been used S word. I say it the most I have it. Goes crazy, but this has been a what, 6 months? Six months shot Six months? Yeah, I do now. Yes. I, I think that if Bitcoin goes to an all time high again, yeah, things people just start going

crazy. It would be kind of weird though, because it would almost feel like 2 cycles to me. I don't know if you guys would agree, but it would almost feel like we've had we've gone through 2 cycles in the space of a year this time because everything else went down like think of a top 100 up until a month ago, everything was down

an insane amount. So we had this like mini cycle in January, February, then then we basically had a bear market where everyone got absolutely destroyed, continuing to chase stuff or going off altcoins too early. And now it's almost like, do you remember the great bear market of like 2024 into the great bull market of 2024? Like it's, I think we're, it's, it's just weird for me to imagine we've had basically 2 cycles in a year.

I mean, look at this 28th of February, we hit 63 K and we are the 27th of September and we are essentially we we just broke through that price action again. It's wild like this consolidation is massive. Mendo this is I wasn't it Kobe that was saying that it compares it to 2019 and that 2020 and and what was it like the pole runs rate 20252526 point. 6 even Yeah, the cycle hadn't. His view was the cycle hadn't

even started yet. So they were comparing this period to, I believe this one here, right. I believe they were comparing it to this period down here. Yeah, like this one. It's about 212 bars, though it's not as many, but like they were, they were they were talking about it being like this period here or something like that here. Well, if that's the case, things are going to get even even crazier than we could.

You could top out like next summer or after then double top boom like in the in the in in the year from now and then and then we go back to 0. What do we think next cycles bottom is going to be like after we top this cycle? Do we think we next cycles bottom is going to be last cycles Ath 69 K like this area? I was going to say like, yeah, like 60. I feel like it's it's going to be in a post ETF world in a post. Yeah, yeah. After this it's hard. For me to project. Yeah, it's pretty wild.

Anyways, just quickly rafflebot dot XYZ if you want to win one of two robot spins today, Rafflebot dot XYZ the code is bull market, BULLMARKET bull market. You know, you have to retool the tourist spaces. Follow us. All that good stuff. Check out FOMO hour. Make sure you follow FOMO hour, by the way. Shoot, did we hit 10K yet? Hold on, are you kidding me? I think the box got pissed off and left. Yeah, the bots got pissed.

Oh well, too bad, suckers. Anyways, Tyler, what else did we, what did you have for us today? I mean, what else did we have in terms of of the topics? Let's get into that for a little bit. Yeah, starting with some macro headlines. So BNY Mellon received official approval from the SEC to custody crypto yesterday. That was a big one. BlackRock up to $24 billion in Bitcoin holdings. They are clearly stacking. Robin Hood and Revolut are considering a stable coin launch.

Person, person news from Bloomberg. Yesterday, Arbitrum announced that circles bridged. USDC is now available on all of its orbit chains. Maxine Waters, we touched on this a little bit on yesterday's show. Maxine, she is the House Financial Services chair has changed her position on crypto, saying crypto is the future and she wants to start from scratching, a sign that more and more Democrats are going pro

crypto. Then Guggenheim Treasury Securities launched the first ever digital commercial paper on Ethereum. Continuing this trend of tokenizing traditional finance instruments in protocol and token is Avalanche giving out $40 million in direct drafted grants to its contributors. Animoca Tees a new partnership with Lamborghini with more information coming on October 2nd. That's next week. A Solana deep end project. Mawari Network raised $11 million to scale spatial computing.

We saw Hamster Combat's hamster token watch. It opened at 660 million market cap. It has fallen since. I saw that 440 million here this morning though with 131 million eligible wallets. It was I believe the AirDrop was described as dust so users not super happy polymarket launched an election app saying accurate real time election forecast at your fingertips as they continue to lean into elections and memes. We talked about this already, but meme coin major is very

green most up double digits. Moon Shot broke its single day onboarding record amidst the meme coin run and then live breaking before the show. They have added a new new tab so folks can see which tokens have been recently listened. I'll come back to why that's important here in a bit. Mudang continues its moon mission hit $250 million like 5 minutes ago. It's, it just continues to go nuts. The ruins have had a tremendous week. Dog up 20%, pups of something

like 50%. So it's green over there and we're seeing it trickle down into ordinals. So while ETH NFTS were slightly red on the day, ordinal leaders were very green led by pup. I saw him up 30% basically at .15. Nodes are up 10% as well. So some nice green over on Bitcoin. You absolutely love to see that you'll see him. Tyler. The story of this show is going to be our come up with pups again. It's it's we we held together through the fucking lowest and 20 mil. We're at 80 something mil.

We're going to hold it back to that. And and then this time if it goes to 900 million, we're not going to be like, oh, but we want a billion dollars. Oh, I will be. This is on you. You're 22 X 2X to 1.8. Man, you're going to tell us, you make us sell that PUP token this time around, OK? Please, please. But seeing the Bitcoin puppets at .15 a Bitcoin almost is nice because we talked about how thick the the floor was, but that just didn't matter. Clearly, it didn't matter at all.

Seen some violent moves? Yeah, like the, the, the move on. Because The thing is when people need to realize like this is the move on puppets, right? So it's at .15 right now, but bottom bottom range here is is the listing. So the listings go down and and more getting are getting picked up. It's actually pretty wild how it's going up. But The thing is that's with Bitcoin. You know flying at the same time.

So bitcoins up from like a 50K ish low right all the way to 66 K with puppets up like nearly 100% since then it's pretty aggressive. I. Mean, if I feel like what I think the ETH run definitely helps fuel the 2021 Ethernet surge, right? So if Bitcoin's at 90K, it's going to be like a massive wealth effect. Is that the is that the next bull case for, for ordinals here? I mean, clearly we're we're seeing a big rebound off the bottom right now. Asia, Asia loves.

I mean, the other thing is, I mean Asia loves Ordinals, right? Just that's your boots on the ground takeaways from all your conferences over there, right? I haven't been personally, but they just got to shoot STEMI. Yeah, I mean, China loves quantum cats and node monkeys and Bitcoin puppets. I mean, I'm not making this up. I was at Ordinals Asia in Hong Kong, right? Like that was just a couple

months ago. You know our Asian creators, Doodoo and Steve Ratt and Co, like you know, you know them as well, man, though, like these guys like usually they PFP either if it's not a zookie, they all have like a quantum cat or puppets PFP, you know what I mean? More like a like it's just like it's just it's just that right.

It's like a Zuki is big over there and at the end of the day, like the thesis for me, don't like a bear market or like a downturn doesn't change my thesis on my on things. I buy collectibles make sense to me on the blockchains on the blockchain collectibles on Bitcoin makes sense to me. Therefore I buy the top three collections.

You know what I mean? Like it's like thesis doesn't change, same thesis that we have when we fucking bought these puppets for like, what the point O1 Bitcoin, you know what I mean? Like didn't change just yeah, it's more expensive now. And yeah, when it hits all time high again at .44, will I take some profits and some hell yeah, you know what I mean? But and that's because I had the foresight to buy them and to hold them. But you know, I don't know. I mean, what do you think man,

though? Like, what do you the thesis doesn't really change right When it comes to ordinals and other collectibles, even on Ethereum. Yeah, I remember 12 months ago I said the two major themes of this cycle would be Solana and Ordinals. And I, I really felt that for the first few months. Then directly after runes hit, I was like this like, because I think part of it was the

expectation. It was almost like when AIDS waved for mutants, it was like, we don't know how big this is going to be. Like this is going to be game changing. No one really knew what the tech was going to be like. You know, there was like we had BRC 20, but everyone thought this could maybe compete with Solana for UIUX, or at least they just weren't paying attention to the fact that it wouldn't. But I, I, I do think they're going to be around.

I think I prefer the ordinals still to the runes though. Like for me Bitcoin, there's been, you know, there's been other attempts at different coins on, on, on Bitcoin. I do think the, the native NFTS angle will probably be around for a long time. And I think people like that, the rare sats that sort of stuff, like I just get the feeling of the Bitcoin communities more, they're more collectors than they are shit coiners. So I I feel like that that's why it might be better.

Sure, I think it's fair. Also like the training experience for rooms is just not good. Exactly. You're basically turning them like in a tease. My view is I feel like, you know, BRC 20 has had, they had like their random runs, right? And I feel like we're going to wake up one day and Binance is going to list the ruins and we're probably going to have like another big mini. We're going to have another mini. Coming out, you know, and one of the top one of the top gainers in 24 hours.

Mando, you're not you're familiar with this one is already like literally we're on 23456. The 7th top gainer on 24 hours is already where? Is it now? It's $41.00. I mean, yeah, it's down 50% from the highs, but it's not create actually never really was over 60. Not long, it's not that bad. If you know what it's actually, hold on it. It never really. It's 80 million. Yeah. Do you know what? That's actually not a bad trade here again. I mean, here I would just put

13%. I'm sorry, but I mean like, no, no. Yeah, I think I think the best way to trade drones is to trade them on a centralized exchange. The best way to trade BLC 20s on a centralized exchange. Trying to trade these on unisats is like trying to peel out your own eyeballs. Like I think I think the reason why already even stayed relevant is because it managed to get that that sex listing. So I agree with Tyler's take

there. I think maybe we do get a bit of a run if if dog or. Do dog is killing it. But one of these guys might get listed right so. I mean, dog surely would be the first listing, right? I don't have any. I'm just so I'm just there's this like unbiased. Wow, the market cap of those. That still shocks me honestly. Mendel there's none of them. Like it's literally like, like there's so much room to run across a lot of them, but just still very. I would only buy dog. Look at Audi.

Look at the other BRC 20s that aren't Audi man. Like they are nowhere. I think just buy the buy the top one, don't bother with the others. I look at dog, it has 90,000 holders too. Not not that the others might have their own specific story on that sort of shit, but like just buy the one that might might make it that will get listed and. I would rather you say pups. I do them say RSIC. Respectfully. But you know what? No one's listing RSICI can tell you that right now.

That billion dollar cat has been doing well too over there. So it's like if you had to pick it's, it's just kind of like the, like the. The volume thing there right, it's a volume thing like look at the volume going through RSIC right that's that's that's what Epic did yesterday that's. True. Right, Finance ain't listing Epic either. Well, at least not right now. So 100. And 55 K, it's true, Mandy, you need to you need to lock into the to the Binance cabal or

something and get that going. Look, I I actually know what my do you. I don't hate this like. Audi could run but it's probably not my number one play though. Obviously, Yeah, yeah. Out of the top 50 coins, what would you buy right now? Let's look at them all together. I mean, Tyler, you 2, let's look at the top 50. So let's go down the that. Post that post from Raul and Anson went viral yesterday. He just went through like his top trades at the moment. Yeah, you can look through.

It this one right? Yeah. Main game Soul, our performer on game game adoption, Suey memes, SCF and doge. And then he's been buying obviously culture entities like what's your, what's your main game, which outperformer gaming adoption, which it means. My main game is Solana, has been since November. Not going to change the cycle my outperforming gaining of adoption gaining it. What does it mean? Outperformer gaining adoption. It's like a new L1 like. Yeah, it could be anything really.

I mean, I I see that I see that as a memes as well, right? Like, so I don't really have outperformer team option. So we like, I mean like. I'm not here for the tech, I'm not here for the tech. I'm just here. Solanas tech is good enough for me and what's being built in theorem is good enough for what I'm building. Like I don't know, I mean like I'm good. Sui is great though and and and and what they're building is

awesome but such as memes. Main games sold the memes Nog like that's it. For me, I love I love someone in the comments that said, what if my answer to all four categories is Moodang? That's the right answer, I think. That's the right answer. I mean, it's not about two times. No. The thing is, for me it's like, yeah, but you know, I don't know, like.

I'll good mind I think main game I still like sold the most to outperform I think performers I'll probably go like tower con is what I probably put there and then memes I've got. I'd say with booting. Booting is not top 50, but it'll be there soon enough. I mean, all these people, all these are getting booted from top 50 this cycle. Like, there's going to be not RBR but not optimism. I think there's obviously a whole, but like a lot of this shit. Like, why is this all like top?

Yeah, I mean, like, there's memes that I don't know that do much more than that and people actually care for them, you know? I don't know. I mean, let's talk about moon shot for a second, right? Like you guys both report on moon shot in your respective letters like. So there's a new trading strategy. So the new a new degen trading strategy is so tokens have been pumping off of moon shot listings. So now oh God, great great poll.

I can't believe 31% people said no, but so, so people have been trying to figure out how do you like build APIs to, to figure out when tokens get launched on moon shot the app. And now just this morning they launched a new tab where I think the idea is where, where you will be able to, to see that. I, I tested out that the theory yesterday, a pound dog was a new token that got listed on moon shot and it jumps like 100%.

You know, it's one of those like, I don't know, I'm not putting like a whole lot of weight behind that, but I mean it, it's interesting people who like, I've got some buddies who use it and they love the, the user experience. Like once you've got money on there, I think that the easiest way is to send USDC. I, I haven't personally loaded up. I don't want to do a whole lot of mobile trading myself. There's there's proper money

behind this app like this isn't. I know it's a bit mysterious about how the the the big, big money has been coming to build this app and do do the different Fiat on ramps. So I think moon it'll be around this. I think they're going to try and build quite a lot off the back of it. Yeah, they have moon phase, you know, you know, pushing it very hard as well.

Yeah. So moon phase obviously integrated for the on ramp, but yeah, the the trade is to do to do to buy anything that gets listed or anything that they like flag. A lot of people are doing it and Mudang's obviously been their main, their main winner recently. I I think it's so difficult. But if I was to do that list from before, I think I'd do Bitcoin. Bitcoin is the main game right

now. Tau, I think it's got the best shot now at the top 50 just because I just think it's got a narrative that will be really strong Memes. Pepe Pepe mug epic, obviously, but Alice Solana memes like the memes. I can't even imagine being here in a cycle. It might sound weird but it'd be something like retardio like if I was to play some. I just feel like it's a multi cycle meme like. But with is kind of like yeah. No, I'm talking about something

which is under 100 million here. This is not a bad chart. Under 100's a tough game. It's so PvP under 100 bro. Keep going back to Zen. Yeah, because it's the most cultural 1. Very cultural like for whatever reason, like I had whales pumped it in the first run. It hasn't really rebounded yet. That's not the right one. What? What chain is Zen on? It's on Eve. Interesting.

I just don't know how many of these names like after in that, that was such a good thing where where we said like, oh, which of the B&B coins are still relevant? The only B&B there's, there's basically none that are still relevant, right. So in three years time, what actually is going to be relevant? Mog's done a really good job at that because it's now like cryptoculture. I think you got to look for coins which become like cryptoculture.

Yeah, I mean, you know, what's how's Michi doing? Someone commented. Michi, I don't even know. Let me see. It's like a. 140 million, it's one of the best members of. The world 120 right now, but yeah, it was there. Mother too. Now let's go check out. Actually, I want to check something. Let's go to Pump Fun and let's check. What are the one second? Let's check What are the top? How do you check the top? Pump Fun tokens by my cat. Who? Dang #1 Michi Mother, what's that?

Tady waity. I don't know what How's frog? Good Frog and Billy, do we think? There's some legit the the the pump coins have had. Nice run here. It's a good week. Log obviously it had its big, big run, so maybe you have to wait for a cool off, but I like it. This is Billy. Wow, Billy's. It's hanging around. It's hanging around, could be a sleeper, but you never know. So this SCF, right, that's obviously Raul's play. Let's see how it's doing.

But see out of all the following and obviously like maybe it's a bias because that's the homie, but like I still I'll take this over all of them over the last four we showed I bought. Some. I bought some Epic yesterday.

Like. In terms of like the the sub 10 mil, like I literally like I think I told my little brother yesterday, like if he wants to buy a little like not go too too big and like have a little back for potential, like Richard, I told him to buy a little bit of epic like straight up. Have you so someone told me this website today which is called Jeep Jeet Screener. Have you seen this jeetscreener.com? Hold on, this is amazing. What is that? Jeetscreener.com.

Yeah, I'm on it. And So what about? So you can like sort them by like supplying giga diamond hands, supplying diamond hands. Oh, it's a screenshot you posted this this morning. I was wondering what that was so. What are the best coins on here? With with, it's crazy like how people have just they've, they've held it. That's the certain. Average days held 94. How crazy is? That 92% diamond handed Jesus. There's like. For me. Sort it by market cap.

Sort it by market cap now and you get a better sense. Show me this. Where do I go? So market cap here, OK. So we're by market cap now let's. That's not by Oh yeah, it is yeah. Now look at look at that look across there now like the amount in diamond hands of width is 58% Podcast 57 like some of these coins. I don't know. I like this. I like this because this is kind of the stuff that. Interesting. That what's his face has been talking about Murad despite his crazy valuations.

But this is good. Like what I would say is if you're looking at meme coins completely independent of epic, but I think this is a good website. You do get a very good sense of like if some money comes into it, what will do well. Hmm, interesting. Yeah, it can only go up with holders that are too dumb to sell. I agree with that tie. I said I need a message tie. Speaking of holders that are too dumb to sell, I'm just kidding. Tie Anyways. OK, that's cool.

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