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FOMO HOUR: BIG DATA DAY!
Recorded: Jan. 9, 2026 Duration: 1:01:40Space Recording
Short Summary
In today's discussion, key topics included Bank of America's bullish upgrade of Coinbase, Florida's push for a Bitcoin reserve, and the implications of Trump's statements on crypto regulation. The conversation also touched on the ongoing revolts in Iran and their impact on cryptocurrency adoption, alongside JP Morgan's optimistic outlook for Bitcoin and Ethereum as they approach a potential market bottom.
Full Transcription
. Thank you. There we go
there we go
okay looks like everything is ready to roll oh u.s supreme court would not rule on friday in trump
tariff's case there you go this is literally what we're waiting for sorry i know he didn't
start the show but like this just came in so all right kick kick it, Charlie. We know what to talk about. Thank you. yo yo yo yo yo what up what what up, good morning, good morning, GMG, and Friday, look
at that, we have officially concluded, first full weekday of FOMA on the show, look at
that, another beautiful day to have a beautiful day, I got my co-host in the house, Mr. Tyler,
how you doing today, good morning? Yo, I'm good, ithost in the house. Mr. Tyler, how are you doing today? Good morning.
You know, I'm good.
It's January 9th.
It feels like it's much later.
It feels like it's January 50th.
Yeah, dude.
This month, so much is happening here in just a few days.
Not really crypto, but just like broadly across the world.
Yeah. There's a lot going on. a few days not really not really crypto but just like broadly across the world yeah
there's a lot going on and we were expecting right ahead of the show it's like we're not
going to get it i'll just go into it right now and then we can like do the whole intro stuff
that we always do but like you and i were like yo we're gonna get this during the show
um u.s so the breaking news it came in that's literally we're just about to start
u.s supreme court will not rule on Friday Trump tariffs case.
And you and I were kind of
talking in the chat like, yo, is this good?
Is this bad? What outcome do we want? Well, we're not getting any outcome.
But no outcome is usually a good outcome.
The market seems...
I don't even know.
It's just flat.
Yeah, I think it's just neutral.
Yeah.
Interesting.
We'll talk about it a little bit more in the market report.
A little head fake here.
Anyways, today on the show, markets, news, yada, yada, yada.
Our special guest of the day, Mando, will be joining us in half an hour.
He's just a half an hour late today, so he'll be joining us later,
so most likely that we do more market chat on the back half of the show.
As usual, someone's going to win some money on Yeet using the FOMO Hour code.
And Tyler, let's just jump into it.
For daily NFT and crypto analysis.
Tyler, the on FOMO Hour calls the kid can't.
Great ambassadors.
Anthropos crypto majors looking flat here this morning.
We got Bitcoin 89.9 even on the day.
ETH even as well.
3,063, maybe down half a percent.
Solana looks like it's up 2% at 137.
So Solana leading the way here.
There were a couple notable alt movers.
Polygon up 11% on the back of a couple headlines from them.
We'll get to it in a minute.
Zeke was up 11% rebounding after yesterday's FUD
and Maple Syrup from the Maple token,
from the Maple protocol.
They're up 7% on the day as well.
Some decent moves there.
In macro headlines, the banks are chiming in on crypto.
It seems like they chime in every day now.
So JP said the recent Bitcoin each sell-off may be bottoming,
pointing to some improving positioning and easing downside pressure
until late January.
Bank of America has upgraded Coinbase to a buy,
citing improved regulatory clarity, growing institutional adoption,
more earnings visibility.
And then Morgan Stanley, after their ETF announcements earlier in the week,
they're now planning to launch a digital wallet later this year that could even support tokenized assets.
So all three of those players leading in clearly.
Florida, they are now renewing their push for a state-level Bitcoin reserve.
This is one that would actually take 10% of their net treasury to actually market by Bitcoin.
So that would be a big one if it goes through.
We have Ethereum's validator execute finally cleared.
So that's a positive headline over there.
And Polygon, so two headlines, Polygon Labs unveiled their open money stack, a new initiative
to streamline stablecoin payments.
And then Polygon also reportedly close to acquiring CoinMe, a major Bitcoin ATM operator.
So they're making some moves over there.
And then Trump did make a crypto headline yesterday.
He said he's not going to pardon FTX founder Sam Bankman-Fried.
There have been some concern whether or not he would do that.
Looks like he is still leaning no.
In treasuries and ETFs, ETFs, $400 million in net outflows.
Whoa.
We've now fully erased the inflows of the year.
We're basically at net 40 million now after being a positive 1.7 billion.
So don't love to see that, but Sharplink, positive headline here.
They deployed their $170 million in ETH on Lineum,
the first major debt player to bridge and do liquid staking for the ETH tokens.
So notable move there.
In token airdrop and protocol news, it was a lighter day.
Infinex launched its desktop extension.
Kane told us about that on Monday, actually, when we talked to him.
Trove launched their ICO, already oversubscribed beyond their $2.5 million raised target.
The Optimism Foundation proposed using 50% of that super chain revenue for OP token buybacks.
Excuse me.
And then Direct Drinks announced their WorldStar Cherry Cola sale will launch January 12th.
That is Monday, 1 p.m. Eastern.
On-chain, meme majors were flat, but there was some big action.
The board Pippin was up 40% again.
There were several on-chain movers in the
wake of the white whale. So there's
betas, the black whale's up 200%.
Stop it. This testicle
token's up 200%, shitcoin's up 150%.
Random coins are moving, but there was a lot of green
on the board, and it looks like some
addresses and action continues
to heat up on-chain. Perhaps
we'll talk about that more in a minute.
NFTs, eh, it's bleak.
It continues to sell off after the beginning of the year pop.
And that's our roundup.
Yeah, wow.
This is a lot of roundup, actually.
There's so much to roundup.
You coughed the middle.
Almost choked the middle on the news.
Look at that.
There's a lot.
There's actually quite a bit going on.
Well, where do we start?
I mean, market-wise, I mean, we can chat with Mando
over the terrace and shit too, but... where do we start? I mean, market-wise, I mean, we can chat with Mando over the tariffs on shit too.
But what do we even want to start here?
Does it feel like it's quite a bit?
I can do a little bit more of a macro report here as well.
So the Supreme Court thing, first off.
So I looked into this a little bit because I was kind of surprised
that I wasn't seeing more concern or just more coverage of it.
And what it looks like,
so Bessent came out and said yesterday
they're expecting what his direct
quote was a mishmash from the
Supreme Court. So basically,
this mixed ruling where they say
you were allowed to do some of these things,
you were not allowed to do others
with respect to the tariffs.
So this is all with
regards to trump's like legal authority to have issued these tariffs and the certain ruling that
and like the the program uh this emergency program that he used to to levy these tariffs
that's what this is all about um but basically, as I was reading more into this, it looks like he's going to have workarounds regardless.
So if they do strike these down, let's say on Monday, basically he has other levers he can pull to still levy some of these tariffs.
So I don't have like a full comprehensive report of exactly what that looks like.
But basically, the 5,000 foot view is there's still going to be some tariffs.
So this doesn't actually seem like it's going to be like a groundbreaking.
So maybe not as important of a headline as maybe we thought.
We had the payrolls report come in this morning.
A little bit mixed.
I think mostly neutral.
Mostly neutral. Unappointment was a tick below expectation. It was 4.4%.
Unappointment was a tick below expectations.
It was 4.4%.
I think that new jobs rose a little bit less than was expected.
And they revised down November and October.
So kind of a nothing burger as well.
I think the biggest reaction was in the rate cut market.
We have January cuts now, 5% chance on on the cme so basically zero uh i don't
think we were really largely expecting cut in january i think we got three straight cuts right
so i don't really think yeah i don't think john's uh yeah a fourth was even needed even the direct
cut bull slam the table like it's fine i take a breather here so not gonna get a cut there that
was probably the biggest market reaction to that the The dollar has been grinding up a bit.
I saw the DXY.
It was back up at 99.
Trading a bit inversely to Bitcoin here.
Let's see.
Stocks are green.
It looks like.
They need to flip through that here.
Flat still green.
Slash green.
Yeah, totally flat.
It looks like.
So this is a totally neutral day.
Well, everybody was waiting for this Trump thing, and there's no resolution on it.
Actually, stocks are turning green now in real time.
So we'll see what else we've got across the rest of the day.
I guess in geopolitics now, the big thing is Iran.
It looked like last night was maybe going to be the night.
Maybe we didn't.
But it looks like it's escalating, I guess. Maybe we didn't. But it looks like
it's escalating,
I guess.
Definitely all eyes there,
right?
Definitely all eyes there is,
I mean,
this is like one of the most important
geopolitical events
and shifts in the history of
modern history,
right?
If it happens.
So it seems like
it's getting there,
all personal opinions aside, like, it's a really important one
so it's not like Venezuela
for example, when they went in and out by the time we were awake
Maduro was gone
this one's a little different, right?
It's a very important
part of the Middle East
so we'll see where
this one goes
I think maybe part of it is why the market's
kind of not sure.
Yeah, I feel like there's a lot of increased volatility right now
and a lot of open threads that haven't resolved.
It's kind of like the feeling.
We've got increased escalation in the U.S. with ice right now.
You've got Iran.
Venezuela doesn't feel resolved yet either.
There's increased tensions with Russia.
So it feels like just the global temperature is up.
And we're both NBK.
What specifically is happening in Iran?
Is this like people revolting against?
They've been revolting against the regime now for,
well, today is day 13, right, I think?
14th, 13, 14th.
We must be getting there.
And so, and so we're that's, that's, they're just, you know, revolting against the regime.
The Ayatollah's regime is the same thing that happened a few months ago.
You probably saw it over, over the timeline.
If you're on X, you've kind of seen like the last, like 10 of those.
So once every few months, like this like these have been erupting,
but every single time they erupt like in a much stronger manner.
Like it gets a little more important.
Like one of the cities, the police was like, fuck it, we're retreating.
I don't think I've seen this in recent times.
And some of the cities, the police is like, yeah, we're not shooting back, right?
With rumors of the leader being out of Iran,
but he gave a speech this morning.
So we don't know, right?
And also you got to tread lightly on the timeline
with what you're reading.
A lot of traditional media is refusing to report on this,
which is kind of weird.
But, you know, y'all know where I stand.
I went off this morning yesterday.
But, you know, it's hard not to feel like,
it's hard to hold yourself, right, in this situation. But it's, you know feel like – it's hard to hold yourself in this situation.
But it's hopefully for the better.
Hopefully.
And maybe it will resolve this weekend.
You know what's really interesting about Iran?
Obviously, less on the topic of politics, more on the topic of the show.
One second.
Drop my glasses.
Sorry, guys.
I have an eye infection.
So I've been sick for like eight days.
And I woke up.
This weren't an eye infection. And it's like crying mid-show cuz of the light on my face
I've heard this flu is just a terrible bitch
The place yeah, it's a bitch. Um, I woke up sick on gen first and I've been sick for eight days now
As of yesterday, but big pharma got me dude i'm officially on antibiotics i caved so big
pharma won so i'm on d2 today or night one was yesterday so the real day one is today
but i woke up this morning on top of my eye was fucking swollen dude like
um um but anyways um outside of the political did you know, like there was a point
in time where like Iran was responsible for seven and a half percent of Bitcoin's hash
rate.
Um, and like, there's some of the biggest miners, cause obviously when you're like, that's
why even as well as a lot of Bitcoin, by the way, when you get sanctioned to oblivion,
like to zero by, by America and the rest of the world, you kind of have no choice but
to turn towards what?
Crypto.
Right.
Which makes sense, right?
That's kind of crypto's utility in a way, that freedom and money.
So a lot of people in Iran mine Bitcoin.
The difference between Iran and Venezuela is that it's less owned by the government
and more owned by privates.
So I have a few friends that are like mega Bitcoin whales
that have humongous operations there because there's a lot of air
and the electricity that's super cheap and there's a lot of mountains. And so the mining
facilities, like I've seen videos of them. They're like, you know, Elon Musk, super Tesla center
thingy. Like they're that big. Right. Uh, but for mining Bitcoin at the moment, it's hard to, um,
to put a number on how much Bitcoin is owned by Iran's government or like Iranian people, but they've been like crypto OGs. As a matter of fact, they use Tron a lot for payments,
right? So Tron USDT is used like en masse in Iran for payments, et cetera. So the other thing I was
like saying, I was like, yo, like this thing, this regime falls down. Like I'm actually curious
with the talent and that comes out of of there and like, what do we see
crypto-wise from there?
Because there's a lot
of crypto out there,
dude.
7.5% of Bitcoin's hash rate.
So that's not,
that's not small, right?
And it's a smart population.
Very.
Compared to the world,
like lots of engineers
and scientists.
a lot of outcomes there.
That was interesting. But anyways
Enough but my shit. I'm did my yeah
Interesting the report JP Morgan's all share their analyst view like we share our in this view. Yeah, I do
Preston to share what the banks were saying. So
They released a report that they think that crypto set it up to
Ethan Bitcoin at least are set up to bottom in January.
They're talking about ETF outflows starting to cool and stabilize.
That doesn't necessarily square with the hyperlocal last three days that we've seen, which has been outflows that match the inflows.
But basically what they're saying, they're pointing to bottoming futures markets and the positioning that they're seeing in the CME futures. And they're saying that retail institutional investors
have largely completed the position reductions that dominated Q4 2025. They also came in and
said they don't think that deteriorating liquidity is really what drove the last correction in Q4. They pointed to
MSCI and that the index decision to whether or not it includes strategy is the big driver.
So that's at least, that's the narrative they're going with. They're saying they don't see the
liquidity issues in the institutional markets that they're trading in, which I did think was
an interesting perspective because I think we saw it on chain,
but they're not trading on chain necessarily.
Where they're trading, it's
a different story.
They're pointing to
a bottom rather
than the start of a new leg lower
was the conclusion. For crypto
in general or Bitcoin? Bitcoin
and ETH. Yeah, we had the two favorites of
Wall Street. You know, I was reading a tweet
from
from
from
from
from
no, not the other one. The hoodie
punk. My
brain is so foggy.
Hoodie punk, Big Shades,
Maxi of Ethereum.
What?
DC Investor.
Yes, DC.
That's it.
And it kind of relates to what you're saying. He said, I legit think we flushed 50%
of active CT in the last few months.
Literally keep it really good.
Actually very good.
And similar sentiment here is
those are usually the bottoms
where people are completely flushed out.
And now you're telling me, I think it's JP Morgan
or Morgan Stanley, one of the two. It was JP Morgan, I think.
Saying that we're closer to a
bottom than
flushing lower. Obviously, they're not basing
their sentiment on how many CT participants
are there, but I'm seeing similar sentiments everywhere, right? Like you had time like to get mega bearish. I
don't think this is a time to, obviously we shouldn't get euphoric, which clearly we saw
what happened. I think this is a little humble reminder, like, hey, yo, hey, yo, it's still the
year of the snake. Okay. Be careful. But a humble reminder, Farouk and Tyler, hold on to your horses.
But I don't know.
I tend to agree with this.
How much longer do you want all this thing to happen and crypto to die?
It matches my personal bias.
So I hope that they're right, certainly.
So basically, this would line up with January bottom,
grind up through March, April.
Sell may go away ahead of midterms, right?
I think that's not like a crazy outlook for 2026.
But the thing is, again, i kind of said that this this week i think you have to be
ready to revise your outlook models because of how volatile trump and washington are right now
and all the news coming out then that are like major policy shifts have come out in just the
past few days major geopolitical shifts are happening So I think it's hard to have any kind of concrete view.
But anyways, this is where they're at right now.
I mean, Bitcoin's flat on the day.
We can go through some of it.
Now, we've been off 90 at least.
So our quant, Bernie Powerline said we don't want to lose 90.
It gets bad below 90 according to Bern.
So it looks like we bounced off
We should have brought burn on this. What are we doing when Mando told us he's gonna be like 30 minutes late
Why don't we not bring Bernie on there? Like he's the quant
That was a big mess. Look at his balance here. Well, this is a line we drew way before
Last like we were during last year
It said that it was this short and and I kind of like prolonged it.
And it's still kind of, you know, I didn't move it or anything.
I just made it longer.
We're still in an uptrend here.
All right.
I like that line.
Let's hold that line.
I didn't move it since like the last, the week where you, my, and Mando were still hosting.
I think it was a week before Christmas or something.
I haven't moved it.
So what happened when you lose that line?
Bernie. Does that line uh Bernie
does that look like
like Bernie's power lines
what's
then 50k
then zero
if you lose that
you're alright
what does Bernie think
is he
he's probably live texting us
right now
he's vibe coding an app
and power lines
that is
so funny
but look
I hope
well this is a nice balance
I you balance you know
we tend to like really dump on Fridays
like Fridays kind of suck
I think like we kind of had a dump already
I mean I think a lot of it was obviously
I forgot we had data today
and I actually
I mean I haven't really been
my mind hasn't been there
I forgot about the Trump tariffs
decision
which obviously affects the market
whether it's sure or not I don't know but like it does and that's not happening I forgot about the Trump tariffs decision, which obviously affects the market.
Whether it's short or not, I don't know, but it does.
And that's not happening.
So perhaps we get a good weekend relief.
Mando was still saying yesterday,
he still believes that 100K is going to be the next target rather than going lower.
He's not buying, but he was saying,
if someone's trying to trade bottom,
yesterday was somewhere where he'd buy
It makes it a tricky trade
If your upside is 100, so a 10% move
And then downside
I think his latest downside is like 80
His view is where you had 80 again
So kind of a weird zone to trade
Which I think is how most people feel
We are live ripping though right now We it or 90,700 ribbon soaring flying
So you told me so there's some memes so that Pippin token still going to yes
Let's go you can go on chain a little bit. Let's go on chain there
Let's check the chain, you know, cuz there's been a few runners. We talked about what well yesterday
So one second
I pulled a deck screener this morning
Which board?
I always just go to deck screener, filter Solana by 24 hour volume
Okay, fine, let me do this now
Hold on
I am a human
Yes, I am
Okay, there you go
Solana by 24 hour volume
No, that's not volume
Let's just do.
Here you go.
Yeah.
Pippin's just hanging out up 20% at 415 million.
It's casual.
That's more than far coin with.
And it's been up there for a while now.
And I know like with this crime bundled scam.
but this is good,
bro.
We talked about this,
like bring him back,
but maybe tell me.
Let us know first.
White whale hit 100. We talked about that yesterday.
But now some of the white whale betas, like black whales
at 6 million, blue whales
at 2 million.
You have to pick the right color
beta and you hit it 10x.
Damn it. Well, white whale, obviously black whale
and Yian Yang. what are we doing here
Tyler
we should have been in black whale
how do we miss the black whale trade
also you have to find the right black whale
I guarantee you that there's been a ton
of black whales
that were pre-bonded
oh yeah
then this testicle token's up
100% now there's a it's beta ovary
was up as well
this is like the state of on chain
I'm very aware
I'm not endorsing any tokens on here
I don't know any of them
but what is a testicle token
talking about things that have moved
in the past day
it went to 10 million dollars
what's going on and I missed all this In the past day. It went to $10 million.
What's going on?
And I missed all this.
Tyler, you're the guy, dude.
I didn't know that a testicle, you know, paint,
MS paint created photo with two dots on it would be enough to run to 10 million.
Brain.
The memes I'm in are fighting to get
to 200k. Yeah, dude.
What's up with like, like Wojak was, is like
one of the, like I see a lot of comments, like
Wojak comments on my shit.
Yeah, it's struggling a little bit.
Yeah, right. It was almost at 50 million.
It kissed it. Yeah.
Yeah. Kind of kissed it.
To be clear,
there's still a very small cohort of people trading these.
I don't want to paint a picture that's not accurate.
But it does seem like, for whatever reason,
that group is kind of splashing their money around a little bit more.
We are seeing a little bit more action.
Like White Whale going to $100 million.
Probably a small little catalyst right at least
enough to get people kind of trade to 110 million you know as crazy as this shit's gonna run to like
700 like spx run to what 2 billion yeah like dude like there's no reason some shit like this if it's
like clearly clean it seems like there's quite some organization behind it.
A lot of usual suspects
are pretty good at doing this shit. And I don't mean that
in a bad way.
Why can't this shit run way
higher? I don't own any, so I can say that, right?
Yeah.
This is wild.
What a chart, Tyler.
Generational
fumble.
We'll get the next one.
Yeah, we'll get the next one.
Sad thing is, usually there's only one of those.
Oh, 91-2.
Look at that, Ty.
Wow.
We're flying live.
Bernie's power lines.
Bernie's power lines are so good.
What's Zeke at after yesterday's? I thought yesterday's interview was really good. Zeke's 433. I'm up. are so good. What's Zeke at after yesterday's?
I thought yesterday's interview was really good.
Zeke's 433.
I'm up.
I made a little trade on Zeke.
Yeah, you did.
It went to 450.
Damn.
Retested 425 right there.
These are lines I had when I was trading it.
I didn't move.
I don't really do this, right?
I set my mental lines or whatever
here, Britney's power lines, and I forget.
Bounce right off.
Maybe 470 you wanted to break next?
Yeah, yeah, it was a previous high here.
My view is it should go back to where it was
before the flood settled.
Right? So, like, let's talk about it. So, we had Mert
on yesterday. He explained the situation.
Everyone was already kind of taking his opinion with a
grain of salt, but then the CEO, Josh, came out and confirmed 100% everything Mertz said.
Yeah, he said, we are all in on Zcash in bold.
We need to scale Zcash to billions of users.
Startups can scale, but nonprofits can't.
That's why we created the new Zcash startup.
Also, some pretty big people got behind it, like the Gemini dude.
Balogies, did you see that?
Tyler said
something. Zcashmore can scale,
Zcashmore scale, Zcashmore scale.
If I'm looking at this,
I'm like, dude, something's going on there that's
pretty bullish, dude.
I don't mind being in a token
along with Balaji.
If I'm honest.
Right.
And there's some other big players as well.
There's a worse company to be trading with.
I saw a take yesterday.
As crypto matures, we're going to get to like a,
there's going to be a mag seven of crypto tokens.
There's nothing, there'll, there'll be, you know,
everything else is like the stock market has like the S&P 500, but there'll be a big
seven and identifying those
seven is
how to position for the next two to three
years.
I think it's an interesting way of evaluating
everything below Bitcoin and ETH.
Can it be a MAG7 crypto
token? Can Zcash
be a MAG7? I think yes. The answer
is yes to that.
So what's your MAG7?
Let's play.
What's your MAG7?
Let's just assume Bitcoin and Ether in there.
Yeah, I think Sol's in there for me too.
For me too. Because of
how used the chain is.
At this stage, it's transcended cycles, in my opinion,
and it's just mega used, right?
So Bitcoin is sold.
So do you pick XMR or Zcash though?
I'm picking Zcash.
That's four.
I'm probably throwing hype in there as five.
I am right now, January 2026.
Right now, January
2026.
You want some revenue generating
protocols in there.
They're leading the perp
sector.
They have IPVM coming.
The final slots
get a little trickier.
I haven't spent a whole lot of time
thinking about this.
Do you include a meme in your Mac 7? Does Doge get in there? and I haven't spent a whole lot of time thinking about this. I think there's a big question.
Like,
do you include a meme in your Mac seven?
Does Doge get in there as the, as the main player and leading the meme sector?
I mean,
still like,
obviously January has confirmed that a second,
the second,
the candles started going green,
the meme board lit back up.
Right.
I think it's, but it wasn't Doge.
It wasn't.
It was Pepe.
Pepe.
So Pepe is Pepe Max 7.
Well, that bodes the question, right?
Like Doge's first run to 80 bill, right?
Which that's why everyone's like, yo, Doge and Shiba are going to lead and follow.
Doge couldn't do shit this cycle, or at least this last cycle, whatever.
Whatever the cycles are anymore, right?
I don't even know anymore, right?
Pre this last year of bullshit.
Is it Pepe?
Is Pepe the indicator?
I don't feel great putting Doge in there, if I'm being honest.
I really don't.
But I do feel like I kind of want to hold, unless we put memes as their own category.
Well, there's got to be a meme in the Mac 7.
Oh, maybe not.
Maybe there's no meme in the Mac 7.
Yeah, maybe there's not. Okay, so's got to be a meme in the max. Oh, maybe not Maybe there's no meme in the max heaven. Yeah, maybe there's not okay So Bitcoin is so Zeke let's put memes on the site for now
I actually love this comment from Gio. I was gonna go here. I do I was gonna say one of my token says
Interesting. I mean you guys know I'm mega turbo bullish on poly markets upcoming coin. So but we can't put on yet
Well is exist mega turbo bullish on polymarket's upcoming coin. So, but we can't put it on yet. Well,
is exist.
Tether.
I'm kidding.
Fuck his table coins.
I don't think we have enough.
I mean,
actually,
okay.
I hate what I'm going to say.
I hate it.
I'm going to say it. I hate it. I'm going to say it.
I hate it.
XRP.
The Wall Streets love it.
I hate to say it.
I'm sick saying that.
Oh my God.
This is the third biggest token with Tether excluded, right?
It's hard to exclude it.
It's got quite a lot of adoption, whether it's being used or not.
A lot of motherfuckers own it.
I'm not going to buy it.
But you don't buy all the Mag 7 either, right?
What do people think here?
I'm curious.
Oh, hype is not a bad call.
I said hype.
Yeah, that was my...
Oh, you said hype.
Bye-bye. Okay, I didn't hear it.
Okay, Bitcoin ETH sold hype.
Bitcoin ETH sold hype. Do we put XRP in there?
I feel like we have to. I hate it.
Cycle after cycle,
it's up there.
Then where my head's
going, it's like category leaders.
Okay.
So for trading next.
I don't think Link gets in there for me.
Do you put BNB in there?
Oh, God.
It's the biggest exchange in the world.
I guess BNB, you have to have BNB overhyped then.
Because BNB went to $1,200 this cycle.
$1,300, sorry.
It's still the third or fourth largest by FDV
in crypto at the moment.
Yeah. It's hard to include
Hype but not BNB, although
I feel like Hype might have more
growth options.
Tau is an
interesting one.
I don't know about Max Savage for Tau, though. I don't think it's there. I don't know about my 7 for Tao though.
I don't think it's there.
I don't think it's there yet.
So you have...
Usually, do you pick the first 7 coins
that are non-stable coins or no?
I don't think so, right?
You don't put Tron in there.
Anyone can just pick the 7 biggest
tokens. Chainlink is like a really good
token. Sorry.
The Chainlink technology is like
unmatched in terms of how much is being used in
everything. It's just a token. It's just not
trading crazy.
But if you're going by category, you're right.
Chainlink is like goaded for life.
Right?
Well, that's a part of the discussion too. Do you just want
the most important seven aspects of crypto price too like do you just want the the most important
seven aspects of crypto price aside are you talking about price so how is max seven in
tracts because i'm not really aware i know what they are just how are they picked i think it's
it's performance okay like they're up only it's hard to do crypto max seven because we
fucking retrace 35% every three months.
I don't think we can tie.
I think we're too young.
Actually,
we may be too young of an industry.
I wonder what the youngest mad seven is.
Part of the argument is that like,
yeah, part of the thing is like we're,
we're developing,
we're maturing as we mature,
we will get to the max seven.
So we don't,
yeah,
again,
maybe,
maybe one or two tokens even right there.
Like someone can maybe make,
like instead of putting doge, you can can argue maybe pump but pumps also been like so
Yeah, it's true. It's trading awful
Has it been did it come back at all?
8 Wow, okay. Do I see a little you see what I see? Oh, wow
okay do i see a little you see what i see oh wow do you see getting up the pump cup got a brick
142 here into the market cap and it could be nice bitcoin's yeah okay look i think it's fair to say
actually the state of this conversation is that it's hard to put a max 7 in crypto because we are
still early we're early. Is that the conclusion?
Well,
look who's here.
He's going to be able to help us with that conversation.
Bernie's bottoms?
Dude, Bernie said, lose 90K
and it slides off. We bounce exactly
at 90 and we're now at 92K.
Jesus.
Has he just been trading around? How much is he up?
Wait, I've got breaking news, bro
Now he says that if we close this hour
In 24 minutes over 91.1
We're going to 94
You heard it here first, folks
Whoa!
Okay, Bernie Bottoms
We fumbled today
Not inviting Bernie Bottoms on
Before Mando was here
For the first 30 minutes.
The best trader
was sitting there writing off over our chat.
Yeah, he's listening. He's on
spaces every day. He doesn't watch our video
because he's working, but
he's always in the spaces.
You know, this is a loyal one.
Mando, I've got a question for you.
Yeah.
If crypto was to have a MAG 7 oh what seven coins would you choose
we're not going to tell you what tyler and i've kind of picked but we actually can figure out
more than five at the moment which is very telling right we could be early what do you think the mag
7 of crypto would be at the moment you don't have to pick seven if you can't i don't have to fight
like because i think mag 7 for crypto is like is just not the way to think about crypto.
But if I were to pick the MAG7, because I personally think that crypto is one of these things where it's like diversification is complete in our fucking trash.
But if we're making an index, like a vault of 5 to 7 tokens, and you've set and forget.
If you did that 5 years ago, you'd have been destroyed.
You're right. tokens and you've set and forget. If you did that five years ago, you'd have been destroyed.
What I would say right now, my MAG7 that I
would want to own for the next five years.
And these are majors,
right? I would assume.
So Bitcoin, East,
Solana,
I think you've got to have those.
Light would probably be there.
Aligned.
This way it gets hard, Tyler.
Do you put one of the privacy coins?
Probably XRP.
I brought that up because people love XRP.
It's going to be there.
No doubt in my mind now.
BNB. We just talked about that, Tyler. XRP. Like, it's going to be there. No doubt in my mind now. So there's five.
So you put... BNB.
BNB.
So we just talked about that, Tyler.
And then...
I mean, I am just kind of naming the top coins here now.
Yeah.
Are you putting a privacy coin at seven?
Like a Zeke or XMR?
Probably not. Not yet. Feels like a meta rather than like a topke or Exmoor? Probably not.
Not yet.
Feels like a meta rather than like a top seven coins.
The market cap's kind of telling you that right now.
Doge, probably.
We had a little debate over that.
Yeah, we did.
We were not too sure, but Doge didn't really perform.
Pepe was the lightest indicator last month,
but we're not putting Pepe in the Mag 7 yet.
Well, it's too early.
Anyways.
So that's, that's what you walked into today, Mando.
We've been pondering after talking.
I think I've been doing Pepe than Doge.
As a Pepe, as someone who's been scoffing,
it feels like it would have more upside.
Yeah, perhaps.
It has more upside, but I think Doge
is one of the only things to outperform Bitcoin, man.
It's like a really weird metric where Doge
has outperformed Bitcoin,
maybe. Interesting. I do
question whether Doge is alongside the tokenomics of Doge is outperformed Bitcoin. Interesting. I do question whether Doge is like a long
like the tokenomics
of Doge is still fucking trash.
yeah, I just don't know
if that's the right metric.
It kind of goes against
everything which I've been saying recently, which is that I don't really
like L1s.
There you go, Zay.
There comes the bear.
Well, instead,
you have to have L1s in your Mac 7.
Yeah, you don't.
Your Mac 7 doesn't have to be
the top seven coins in crypto.
Well, should I pick the top apps?
You can.
So we discussed Chainlink.
Should Chainlink be in there
because it's arguably one of the most used?
I mean, it is,
but they do buybacks, but it's not.
They do buybacks, but it's not like that.
I would say hype,
pump fund, in terms of
the top businesses making money in
crypto. Hype,
pump fund.
Let me go through the DeFi.
Here we go.
Uniswap just turned on its fee right
yeah I love that by the way
so maybe
it's tough to argue that uni would not be involved
yeah so you would pick like seven
proper tech businesses
if you're thinking
in the terms of my seven conversation
I do
but I also don't know like the things can fucking die in this space
pretty horrifically as well so it's like investing in businesses like that can also just be disastrous
wrecked you know business uh yeah it's tough it's tough after that bnB actually is kind of a bit more like that
right? Like the burn element
a bit more business related
yeah
alright but anyways
with that being said
we kind of talked about the market
we kind of did it like just data earlier
then the Trump stuff
the Supreme Court decided not to give a decision today
which is probably why Bitcoin had a $2,000 candle earlier than the Trump stuff. The Supreme Court decided not to give a decision today.
Yeah. Which is probably why Bitcoin had a $2,000 candle. But there's not much. I mean,
this is something you really... I mean, I told you that I swapped a lot of my Bitcoin for Alphabet and Gold. And Alphabet and Gold.
Bring up Google and Gold right now.
It's a good day for those.
Google and Gold.
Google and Gold.
Double G's.
Are you buying it on HIP3?
But I am buying it using crypto.
All time high.
$3.29.
Lucky, lucky.
Damn it.
Is this on the back of Gemini?
What's driving Google right now?
Just the best products, basically.
Yeah.
Wow, what a chart.
This may be what Prince is covering next, no?
Look at that fucking chart.
Gorgeous.
Like here?
It trades at 28 times forward earnings.
So it makes a lot of...
Google as a company,
the ads business just makes
a disgusting amount of money.
And then I'm just a big...
I'm a big man crush on this guy,
Demis Asidis,
who runs the DeepMind team,
which is like the applications bit.
He's the one who's behind all the new models,
including the video model, which is like the best.
He's got like a games background,
so he's clearly going to use it for all of that.
And then he was the one who got the Nobel Prize for protein folding.
So this guy, I think they're going to crush it.
Yeah.
And you know,
gold,
I mean,
gold is going to go to 5k before ETH.
I think that market is,
unless,
unless,
yeah.
I just like buying things as they break out to new all-time fans.
That is insane.
Gold you can buy anywhere,
right?
X-A-U-T,
thanks to Tether. Like, you can really like easily x-a-u-t thanks to tether like
you can really like easily buy gold on chain now petition for managers to give us all his
place before it happens i gave you he did he actually he actually gave he came on the first
show of the year so it was monday well you talked you you went over your man crush for like 35 minutes
on the show so yeah like we looked into demis like, so in a way, yes.
But then Google dipped like two, three, two something, two seventies,
quite a bit from that three 22 pickle top.
But you came on this week, I think on Monday,
which Monday was a bit for sure.
And I think you said, you said XMR, Google and gold.
That's what you said. And what's happened to all three of them. Okay. Bring up the fucking Google, and gold. That's what you said.
And what's happened to all three of them?
Bring up the fucking charts, lads.
Can you just talk about like Ethereum, Hype, and Farcoin?
Specifically those three?
Can we just go around and give our Farcoin evaluations after the dip?
It feels like another.
I mean, it's looking...
If you look,
it's one, two, three cups,
one handle.
Four cups, one handle.
Bring up the monthly on Farcoin.
Bring up the monthly on Farcoin.
Can we just have a nice Friday?
It's actually not bad.
You know what?
Is this bearish?
It looks like a snake.
It looks, it's the snake about to jump.
That's what I would say.
So it's about to jump to 750.
Right?
Are you sharing your screen or no?
Oh, sorry.
My bad.
I thought I was sharing screen this entire time.
Here we go.
Do you feel that way? Are they there? time uh here we go that is that is gambling what about the weekly
it's got this it's all gambling but this this one's gotta go to it that could either go
to yeah 1.7 billion or
die. All I'm asking for
is this, man. I've said it on the show. This is all I'm
asking for, dude.
Fill this cup here. That's all I'm saying.
That's what I'm wishing for.
Oh, man.
I am so redacted.
I love it.
I mean, Tyler, if you squint right
I've been doing a lot of squinting
What was it a bullish consolidation it was called
An accumulation
Accumulation something
Okay
We have our own terms for these though
Like that's boring
Like this looks like the coiled viper
You know that's a coiled viper pattern right there Okay so coral viper So let's see Like this looks like the coiled Viper, you know,
Okay, so coral Viper. So let's see what it looks like. Well coiled, coiled, coiled, coiled. Yeah. You know, it's like, it's ready to, it's ready to go. So let's look at, well, it's ready to go. So that's a good thing.
Yeah, exactly. Or, or, or the camel. Someone said the camel.
A camel like, uh, Yeah, exactly. Or the camel. Someone said the camel. It's a camel-like.
It's a camel pattern.
Camel is one.
Let's see.
Oh, shit.
Yeah.
Oh, shit.
That's the North African camel.
So how does the camel pattern result?
I see it.
A dead cow.
Oh, shit.
It all goes to the ground.
Oh, shit. Are we seeing this camel
right there?
Look at that camel in the chart here.
Here we go.
It's been two hours today with Chad GPT
trying to match these patterns to animals.
Oh, yeah, for sure.
Can't think of a better use of time.
I mean, yeah, you're right.
It does look like a camel.
Well, you know what?
I prefer the coil viper.
On a camel, do you want a higher hump
for the first hump or the second hump?
For the second hump? It's a
camel miner, you might
call it. Either way, we're going to be in this
weird camel
toe for a little bit.
I'm thinking
that's the
camel.
Because because February 17th is when shit really starts hitting the fan
you want to ask me why Mando?
what's happening then?
Chinese New Year
the real New Year
because you know that January 1st is like invented
it's like an invented zodiac right
the real traditional New Year's are like Chinese New Year.
Persian New Year is one of them historically as well.
But Chinese New Year, Year of the Snake is not that good.
You know, into the year of the...
By the way, Tyler, I thought it was double Fire Horse this year.
I need to do some more research, but I saw a video about it.
So the Year of the Fire Horse starting February 17th, man,
that could be the beginning of a new beginning.
Yeah. Fire Horse. Fire Horse. so the year of the firehorse starting February 17th could be the beginning of a new beginning yeah firehorse
so there you go
anyways we're hoping that our coins hold
I think we're gonna have a good weekend we'll see
I don't know what else
you came up at Yeet yesterday
we were talking about it
oh it's pretty cool
you should do that for marketing
obviously you gotta market to the Chinese people
you own a casino
like yo lamb chop your yo chinese new year edition lamb chop yo that would be
or an original yeah an original chinese themed game but there's baccarat for that you know i
mean like baccarat is like the fucking sickest game ever.
Next week, we need to like...
I didn't know you were a big Baccarat guy.
I'm a big Baccarat guy.
So I learned how to play Baccarat with a Chinese billionaire in Singapore, a token.
Oh, yeah.
I was there.
And so this guy, my friend was like, yo, I'm hanging out with this friend of mine I'm
doing business with.
This guy's doing a Chinese billionaire, like deadass.
I'm going to be making it up.
And at the Singapore,
at the Mariner Bay Sands Casino,
basically to go upstairs to the VIPs,
like you got to be Chinese.
Like I was the only white person in there,
straight up.
I'm not even making this up.
And so basically he was allowed to invite people because obviously he's got like status.
So we were up there
and he wanted to play background.
I don't understand how background works,
but I know blackjackacks got worse odds of
background and one thing's for sure if chinese folks if you play if you play a lot right but
like the blackjack tables at the high limits were empty and not one single seat occupied the
background tables were all over subscribed and uh and so he taught me how to play like even how to
like fold the little fucking thing, natural eight, natural nine.
I lost $36,000 that week, but I learned a lesson of a lifetime.
And I made 20 grand on EAT last week playing back rat during Christmas.
I'm not mad at you.
Did you?
Dude, you should see my volume on your web.
Actually, go pull up my volume, but not on the screen.
But can you tell me the volume I did on Meet the Week of Christmas?
I can.
Let me bring you up.
My username is Faro.
What do we think?
I'm thinking like 750.
I think you did 320,000.
What was this since Christmas?
The Week of Christmas.
No, it was before.
It was the week of. Put like December Christmas? No, no, it was before it was before the week of like
It's like put like December 20 like December 20 or something. Okay, 20 to 27th. We'll do yeah do that
Oh wow, you did $550,000
$550,000.
Gemble
responsibly. I can afford it.
And I cashed out, though. You can see my outings.
You won.
You won $16,000 against us.
That's it?
Theo, we should have won $6,000.
So you're up $26,000.
That's what you were expecting.
Gotta limit this guy.
Dude.
I'm gonna start playing mahjong next i'm
get get over here oh nice mahjong original could be hit on ye
but i don't know if it works three thousand dollars of bonuses dude you guys hit me like
out of nowhere dude out of nowhere i saw a bonus it was three thousand dollars of bonus i don't
know where it came from oh because i played so much that I went up. You bonus based on Theo, right?
So if we
meant to make $6,000
from you, you would have been bonus based on that.
Yeah, you guys bonus the shit out of me.
I'm almost close to Aether, by the way.
I'm not far.
Yeah, so you get high
amounts back. If you actually win
against the house, particularly at Yi,
because we base our bonuses based on Theo,
and you bet a lot,
you bet a lot and you win.
You're going to get a nice bonus at the end of the month too.
Someone said, there goes the Farouk RTP now.
Well, they can't do that with the pragmatic live
background tables.
Please do not try this at home.
And obviously, all the money I gamble and eat is the money that I could afford to lose so anyways with
that being said we just give some money away unless Tyler is something I really
missed or we already talked about the market it's not looking bad we need to
close off 991 one per hour it was there was something that picked up I picked up
today in the minutes I thought was interesting.
Biggest rise in US productivity
something like 10 years, I saw?
It's very interesting. This is the last time I've seen in
the figures that AI
might be having an impact.
Here you go.
Oh, this is it. This is what you're talking about.
Two years.
Two years.
I thought that was interesting.
Wow.
So maybe we are starting to see
the vibe coding
effects.
And then Tyler, you shared some other data
this morning. It was really good.
GDP growth, I think.
GDP,
they revised it up 100%.
They thought it was going to be 2.7.
It was 5.4.
Isn't that just the Atlanta Fed, though?
Yeah.
They always have wild figures.
Atlanta, you know who Atlanta Fed is?
Atlanta Fed is like,
oh, the Atlanta Fed said this.
And you're like, oh, okay.
They're the guys that produce
5% drop. I love how Tyler
just shared it. He didn't precise
Atlanta Fed. He's like,
GDP.
They are
the, I want to get a headline Fed.
So every
state has its own Fed?
A lot of states do. I don't know
if every state does,
but the major... Because how the Fed board is made up
is made up of different regional Feds, essentially.
Noted.
Noted.
All right, well, hopefully these ETFs are buying back again.
Just to know, Mando, ETFs sold everything they had just bought.
The $400 million they bought, they sold uh so we'll see where that takes
so we just need you to turn bullish again that's all we needed all right or just say you're bullish
i'm bullish there's always something to be bullish about yeah google xmr and gold
oh yeah yeah all right let's give some money away i'm feeling good today are we gonna talk about you and iran we did a little bit i we i don't want to get over too
much and showing you become the biggest influencer in iran dude i was on bbc i was on bbc persia
after my trump interview dudes come on fuck with me did millions of views you know this is gonna be
good dude there's a World Cup coming too
Iran's coming to the USA, let's go
It's gonna be a big moment
It feels like it's gonna happen this weekend
Dude, Bachelor's party in Tehran
Dude
Oh, to be fair
It's not looking great, the polymarkets
Yeah, it's onlymarkets Wow that's low
31% yesterday
Well it is December
By December it's 61% chance
By December
He may die
By then I don't know if that counts
I don't know
50% chance by June is pretty high
Yeah it is high
it's definitely hopeful right
well we can put this out as
Supreme Leader in 2026
the volume of that is smaller but
yeah
61% does correlate
to what you guys just said we'll see
we can only pray
you know a little bachelors party there
you know hit the little opium shisha you know We can only pray. A little bachelor's party there.
Hit the little opium shisha.
Read some poems. Opium shisha?
Hit that poetry book.
Chill in the hamam.
Eat some kebabs.
Let's give some money away.
Charlie fixed.
Today we're picking a sub.
Fuck yeah.
I know we haven't been able to pick a sub in a little bit,
but that's been fixed.
So it's awesome.
On top of our weighted Wednesdays that we did this week,
we're able to pick a subscriber because we do.
I know we share on X because it's important for discovery
or else we get kind of like put into this black box.
We do still stream on kick and we do like to reward our kick streamers.
So let's go for it, Charlie.
Delica Max, I know that name.
Let's check on the 30 day.
I think he's good. It should be money. Delica Max, I know that name. Let's check on the 30-day team. I think he's good.
He should be money.
Delica Max, a long-time listener.
Delica Max.
Delica Max, I like that name.
Yeah, it's not bad.
He should be good.
He should be good.
I've heard that name a lot on the show.
So he should be good.
Let's check in with Charlie.
Good.
Are you here, Max?
Just a reg.
Okay.
So there he is.
So what?
Lamp chop to finish the week.
Mando, you're going to boost that RTP?
Maybe 99.9?
Yeah, do it.
Let's play.
Let's play some lamp chop.
Let's play some lamp chop. Let's play some land job.
Oh, Christmas is over.
It is over.
I took my tree down yesterday.
Yeah.
Is Max here?
Oops.
August, do subs have to be here?
But he is here, no?
I haven't seen him.
I don't think they did it that way.
I think they just did it by...
Okay, we picked a sub based on anything.
They didn't have to...
Correct me if I'm wrong, Charlie.
I didn't see anything said on the bottom of the screen, so...
Oh, yeah, yeah.
So you...
Charlie's typing.
So I think Charlie did overall subs, which is fine.
We used to do that.
We used to do subs.
We didn't...
We didn't used to pick a sub that was in the show.
Where's the chat?
Okay, cool.
Do we want to play a different game?
Yeah, okay.
Do we play Omaha
then for them?
How do you deal with someone that's not here?
How do you deal with that?
Omaha is a better game then because you don't you do just all right well the liquor max you're gonna be yes it is paid sub it's people who pay to subscribe
or just anyways i don't want to talk shit but i know we fixed it all right so
he gets two of those but there you go boom boom And let's go to Finny for you.
Oh, we're looking really good here.
Only two pair.
Now we're looking very good.
Oh, no.
50-50.
What do we need?
He has two pair.
He's got two pair.
Yeah, we need a six, a nine, a queen.
Another nine, yeah.
Oh, wow wow on the river
We win we win three nine two
Yeah, hi car to pair. Yeah, let's go. All right
All right, he's so lucky let's go three of a kind. Oh, that's a hard one to beat
Oh, oh no Well, it's okay hard one to beat. Oh. Oh, no.
Well, it's okay.
He still makes $500.
He still makes like $892.
Boys, higher or lower on Monday?
Oh, it's above 91.1.
We snuck in there.
We closed the hour above 91.1.
Me, me, me, me, me, me.
Per our Bernie Powerbottoms, this show's quant.
94K confirmed bucket, says Bernie Bottoms.
Is that what he said?
I am euphoric.
On the 94K.
Oh, we closed above.
We closed above the Bernie Powerline.
Book it.
I love this guy.
You know what's good, though?
At least he puts his money where his mouth is.
But I have to say, that Powerline he's got here, boys.
Can we get a public sharing of his equity in his mouth is. But I have to say, that power line he's got here, boys...
Can we get a public sharing of his
equity in his perp account? I'd love to see
how much he's been making.
He did say his perp account is up 25%
year-to-date.
Now, I don't know if it's 21%.
Can we get some definitive...
Here, Joseph,
this is what Bernie shared with us.
This is Bernie's power line. We closed above on the hour keep on the hour okay okay what do you guys think
i'm not fading the goat yeah i'm not fading the goat higher higher by monday i i'm in fuck it
i i do believe though my personal belief was 94K Sunday close. But what do you guys think?
As I said, 94K is done.
Book it.
Book it.
Perfect. Think about going off the 94K.
That's the key.
I'm sorry.
I really apologize.
You're right.
What do you think, Tyler?
I'm assuming you're aligned with Bernie Powerbottom.
Oh, yeah.
Higher for sure.
I'm only thinking, do we go to 94 or do we just skip straight to the 94K?
Oh, my God.
All right.
With that being said, this is really good.
Cabal pattern book it.
We'll see you on Monday.
Peace out, y'all.
Funny. Let's go. Thank you. um
Insights
Project L
Token L
P
