Thank you. Yo, there we go, okay, sorry.
What up, what up, What up? What's up?
What up? What up, RV? Glory? Poria? What up, IR? Rhino? Frosty? What up, Ludo? What up, Tony? Mr. C. Vanessa? What up, Axel DC? Meep? No. What up? What up?
I want to see some retweets.
I want to see some retweets.
I want to see some emojis.
What up, Cyborg Nomad? What up, Diego? What up, what up, what up, what up, what up, what up, what up, what up, what uprap Gator. What up, 6942.8? What up, Cyborg Nomad?
What up, what up, what up, what up, what up, what up, what up, what up, Jeeps?
yo yo yo yo yo what up what up good morning good morning gmg
Another beautiful day to have a beautiful day.
I got my co-host in the house, Tyler Mando.
I probably had my best two days trading
It's one of those weeks, right,
where you can catch your business.
Oh, you're fine. It's good. Sorry. Vanessa's trying don't. It's a hat. We're another one. Yeah. Yeah, yeah, yeah. It's, oh, no, you're fine.
Vanessa's trying to wear the OG Rock Radio hat.
I have one of those from like four years ago.
What the fuck are you wearing this hat?
Anyways, I realized I'm the right one.
We only have one of those.
Like, probably like, there's like 10 in the world.
Woo. 5.3 billion dollars. Listen, world. Anyways, yeah, man, Pepe.
$5.3 billion. Listen, listen, listen, listen. This show.
A lot of people left during this down period and those who stayed gave you a lot of good calls.
I'm just going to put it that way. I'm just going to put it that way.
It's between the Pepe call or the mob call
I mean, we're cooking on Farrak coin.
I mean, it's, you know, we're in Solana itself.
I mean, big, like, I don't know, man.
We're holding hands here, boys.
We need to put like a tipping jar.
You know, someone here for sure has made like,
like someone in there has probably made a couple million dollars.
You know, buy the boys a couple Aquanauts.
You know, I mean, I don't know.
You know, someone's got to have tail.
Anyways, Tyler, how are you doing today?
I'm wearing triple green, green hat, green shirts green shorts to to commemorate this day
this is wild and i've been pretty much all in this market really the whole time but i still feel
underexposed and these candles are wild yeah they're crazy i was just yeah mando and i were
talking about this like three as the show was starting like where do we what do i what am i
meant to like take a bit off like i just don't know which is actually kind of what i want to talk about today on the show later so when we went through market let's actually talk about this like three as the show was starting like where do we what do i what am i meant to like take a bit off like i just don't know which is actually kind of what i want to talk about
today on the show later so when we go through market let's actually talk about this right
because a lot of people are wondering is this where i take off is this where i put more risk
am i waiting for a dip but can you go higher that so it's this weird period where it's like
you're really happy because everything's up a lot and then you think hey am i missing out on the
next move or should i take off or should i do nothing so i think a lot of people in this position
We'll go to Tyler's top 100.
I'm sure Tyler has a lot to talk about as well as yesterday was news galore,
So we'll be great for you to break it down for us.
I did forget the minimum 500 bucks.
We've given away at least $1,000 a day on the show.
So you absolutely love to see that.
So some lucky winner will come.
And the code today, we'll just give it right off the bat, is MOG.
Oh, I'm hearing there's MOG markets coming to Myriad today.
Is that what I'm hearing?
I mean, rumor meaning Sam's literally posted it on the timeline.
mug markets coming so that'll be some fun ones and last but not least this show is powered by
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Stay ahead of what's next.
Yesterday he came on the show.
And it was a lot of fun to have her on.
Anyways, Mando, let's have this market conversation.
I think everybody's eager for it.
Hello is the man, macro daddy of the man.
It is a bit of a wild day.
When risk happens in crypto, it happens fast.
Last couple of days, if you miss them, you know, it's kind of a whole year's worth of price action or many, many months of price action for some of these coins
happen within the space of two days.
the main mover has really been ETH,
actually. I think that's the main
And that is mainly after the Pectra upgrade.
because it's now gone deflationary again,
people have gotten very bullish again on ETH and was trading at 1,400, right?
Now it's trading at 2,300. Kind of a wild move.
That in a month, right? Less than a month. That was the, oh, about a month ago.
So a huge move that in ETH.
And mainly due to the fact that it's gone deflationary after Petra,
which has gotten people very, very bullish.
And that led to a bunch of ETH memes as well.
It's like absolutely false.
Big, big moves across the board
but you had big moves in Mog, and then
yeah, just like every single ETH meme
had a massive move. And then you
started to see also some of the 2024
memes have big moves as well, so
up 90%, Mud Peanut up 90%.
This tells you that risk-taking is starting to pick up.
It felt very grabby when I woke up this morning.
It was just like, buy whatever you can before the us gets in
um and yeah like very very aggressive moves now across the board in a bunch of different coins so
i don't i don't know here like this sort of grabbiness i've learned to just like
to to fade myself when it feels like that and be like okay maybe if everyone's grabbing you know
it's the time to be selling i had a very good couple days so like i'm i'm just kind of i had
that pepe move i i'm kind of thinking about reducing here but i do think that eith suddenly
has got the narrative which i think think is very, very interesting.
And it's no longer that ETH rallies,
the market pukes, it feels like,
I don't know what we're going to see now.
It feels as though if ETH
do to the other coins would be an interesting
one. I don't know what that means
Solana's clearly going with it.
It's going to be a very interesting month suddenly now.
But it definitely feels like ETH holders are like, this is our time.
You know, this Pector upgrade has changed the dynamic of the chain.
And if we're going to grab the narrative, now is it.
So I'm not going to, I'm never going to say never. Let's see what happens. Listen,'re going to grab the narrative now is it so i'm not gonna i'm never gonna say never let's see what happens listen just gotta respect the macro macro we
have seen very little um obviously the uk trade deal there was some talk about the us reducing
tariffs from 145 to 80 i don't think that's necessarily a great situation either.
Stocks rallied a little bit,
For crypto specific though,
there's been a lot of like good
Meta potentially looking at
and that would be a very very one of the the only big
mag seven firms to kind of get involved here um you had i think missouri passed a thing about crypto
crypto gains being exempted which i think was like a bullish sign. You saw Ripple SEC
yeah, I guess the Coinbase
acquisition is quite a big deal, but like
the big ones, I think it was the meta one.
The only fair thing is that
Act didn't pass the Senate
to be aware of, that the politics of crypto has kind of drifted back away from us,
But it feels as though we're rallying on...
Bitcoin dominance has gone down a little bit,
but it just feels like there is very...
It's very hard to paint a bear case for Bitcoin right now
with all of this adoption.
It just feels slightly excessive in terms of risk taking this,
because the misery stuff,
the meta stuff and stuff,
I'm sure we'll get into with Tyler.
Cause I'm sure you have like,
you want to break us down on the topics and I want to get into a bunch of
What's he benching at the moment?
I think all the boys are hitting the gym hard.
I think all three of us, right?
I thought he was going to bloat me.
I'm feeling jacked right now.
Anyway, so we'll talk about that later.
You know, obviously not medical advice.
But before going there, man, because that's kind of like selfishly want to ask you, but also I'm sure a lot of people feel that way.
So you have a few categories of people.
You have people who missed the move, which are wondering if they should chase it, which probably will.
There are people who caught the move who wonder if they
should um add more risk or go riskier so they say they cut the move and bcc is sold now they will
go down to memes right further down the risk curve and then you have people who just full-on
caught the move and wondering when and if they should cut it or some so like where are we now
right like in terms of this move because this is massive move, but when you zoom out of the charts,
am I really cutting this here?
So let's say you need some memes,
but I wouldn't focus on the memes right now.
If you're really wondering whereabouts we are,
So let's look at Bitcoin.
It hit the top of that, the range, uh, yesterday let's look at Bitcoin. Bitcoin hit that range, right? It hit the top of that range
So this is the range, right?
This range, the Darth Maul here,
right? So it reclaimed the range
and it hit it. You can tell it really rejected
there. Not once, but twice.
So what I would say is that
of what I just said, is do not look at a meme coin chart
i think that the market owes you anything returning to all-time high look where bitcoin is bitcoin has
had a decent bounce back this morning when i started to see peanut and mudang up like that
i started to think you know like that's very grabby. Like if somebody is being pitched peanut or particularly peanut,
cause it feels as though like no one even knew why that pumps, but that,
that's, that was almost like a mini top when it rallied last time, you know,
that's like the, Oh my God, we just need to buy anything and it will pump.
You know, that was like the dregs of a pump, you know, when that happens.
And so that's why I was like, okay, now is the time.
I've taken profits in pretty much everything that I own this morning.
I still own the things that I still own,
obviously apart from Epic and Rekt.
I just feel as though I would kill myself if Mog,
I cut my Pepe because it had been a really good trade.
And I just felt like, you know,
if it's up 40% from this show yesterday,
It's up 40% from this show yesterday.
it was time to like take some profits.
and what else have I still got?
I've got smaller positions.
I've got smaller positions in Tao,
I've taken profits across the board.
Part of that is just because I just wanted to lock in.
Have you taken levered profits
or have you taken spot profits? Because you
trade both. Like you have your
spot positions and you have your levered positions.
a bit of everything. I've also added a few
Well, I just felt this morning like
if you want to trade sentiment...
You messaged me first thing being like,
So you left me holding the bag in Sonic.
That's not what I'm saying.
You know the feeling, right?
Those are the signals that I remember from previous times
where I'm like, just trade how you feel.
And if everyone is differently waking up,
because they're like, oh, I'm going to catch the final hit,
I don't know if it's time for me to take it.
So I don't care if it comes a little bit more from here.
Normally, when it gets to this sort of...
...days, it calms down. So I'm't care if it comes a little bit more from here. Normally when it gets to this sort of days, it calms down.
So I'm just going to chill.
With like $700 million worth of volume on there.
And Bankai longing it. But a lot of them feel like there's um there's uh people catching
like what what is the pitch for peanut there's no pitch pitch for people there's a cabal pumping
right and that is always like the that's like the peak you could never get that unless it's
like peak frothiness i mean the pitch for, I caught the trade and I did really well overnight.
Like $866 million worth of sex volume.
And then you have the bonk guy all of a sudden just talking about it.
Similar to when he longed Farcoin.
That's the pitch. I don't
think it's like a chasing
because there's not much on chain.
Like last night when I got into
the peanut trade, there was only $7 million
follow Bankai is not big.
They're not trading on exchange.
There's someone making it on sex
to the tune of 900 million dollars of volume right yeah that's different to me yeah don't
you just it's more just like a narrative like you can you can pitch that narrative at many other
times and it's normally towards the top yeah like let's see what you don't even think of
own this because we can pump it right yeah
mudang is the same right look at this similar story well mudang has got a bit more of a genuine
community to it than peanut right yeah no i know it was like a mean and then went to two billion
yeah all these they have a lot of all of a sudden all their holder bases like you could see it happen to chill guy
Like someone did the same shit. It seems like if you look at the daily
Holder count on these all of a sudden look at this like mudang. Look at this obvious. Look at this
All of a sudden there's like a mega can the green candle on the mudang daily horror account
Like a lot of people I I feel, are trying to
squeeze these coins, you know what I mean?
what I'm saying. It's just whale games. You gotta be
careful if you're listening to this.
I'm just saying that when I see that,
it rings alarm bells for me rather
than I want to get into that.
OSF messaged me being like, you should buy it, and I bought it.
But then this morning when it was at 300 million,
this feels like the moment market turns.
Suddenly it was going to be like,
I was the guy who believed that final.
Don't get caught holding it here.
You're saying when it could go down here before they even send it back.
Proves that it's probably towards the...
Just the short term. I'm never going to be
bearish on crypto, obviously. I'm just saying that
I took profits across the board
when me and Tyler sat there,
when Bitcoin was at $78K and said,
look, this is the time to buy,
I'm saying I think this is the time
to maybe take some profits here.
I feel like I agree and disagree.
So I agree with your sentiment
on this meme coin overnight blow off top.
And I think my natural reaction this morning was,
I got to enter some of these trades.
How did I miss all these trades?
And that feels like the wrong emotion, objectively.
And I feel like I'm seeing that.
I think people are waking up and like,
where do I jump in here this morning?
The answer probably is nowhere.
With that being said said I feel like my
is we probably see one more
and maybe we shoot to all time high
and if that happens then I think you gotta
all the rules I think it's to throw out all the rules.
I think it's just a question of when do you think Bitcoin,
if when do you think Bitcoin can go to all-time high?
Because if it passes 108, I feel like everyone's coming off the sidelines
and they're just firing crypto risk.
If you follow the M2 chart, the M2 charters are saying it's soon.
What's the M2 chart saying when is it
I think we've got one more dip coming up
no Mando makes a good point
when I even look at most of the charts that I'm in
Farcone, the cup handle broke
cup handle broke, I did it again right
it was perfect by the way, clockwork
we talk about this thing in chat
when I saw Farcone go to billion
the handle forming, it's going gonna rage in 30 in a day um so that was a good catch and we peaked that again
134 ish failed to break that probably handle again probably break again so there's a lot of easy
trade setups i feel in this market right now i know as well The stuff I will be buying So what's your next move right
So if you're kind of advising people
You're talking your own like
So if you're saying take some profits
Then where do you put it back on
When do you know to put it back on
Like how do you play that
I'll be honest And say I'm buying ETH beta.
you didn't even want to talk about ETH.
Trading. We caught some slack trading we caught some slack we
caught some slack on a timeline for the the show with ovi the other day uh because we talked shit
gamesy may have bottomed ease
lucky i caught the trade but via pepe and mogg right um i haven't been paying enough attention
but like if if they can get
thing spun up here in terms of the narrative,
I think that can run for a little
bit. So yeah, I'll be buying
ETH and ETH beta on a dip.
You know, another ETH beta.
We got to talk about this before we get to Tyler's Top 100 here.
with CryptoPunks at $105,000
Tyler, I mean, dude, you must be your fork
It's so funny because I love taking this side of the trade
though. I've got more Bitcoin exposure than Punk exposure.
But it's just wild how fast this was.
I mean, Punks were sitting at like 75k
goes to show you how fast these moves are.
And if you look at this board,
thin Punks board. So in ETH, they're not up that
much, right? But in dollars
because of the ETH pump, they cut the bid, right?
Because in ETH, it was like 30,, $70, $30, $60.
When ETH was crashing, I mean, ETH was $14.60 a month ago.
So what happened was the Punks floor was grinding up in ETH terms.
It just didn't matter for the price of Punks in USD.
But then we just caught, what, a 40% move in ETH.
Which is not that long ago.
And then punks basically have held the floor,
I feel like they could go to $150 real quick.
Man, are you buying a punk?
You made a lot of money. Just buy a punk.
Store value. Give it to your kids.
You said you want to risk on ETH.
You know? Just saying. Best ETH. You know, just saying.
It's interesting, yeah, like, NFT collections
kind of held their flaws, right?
They did. Like, Bored Apes have put a strong
floor at, like, 12-13. Pudgy has put a
strong floor at, like, 9-11.
Punk's around, like, 35-ish.
So, technically, Tyler, you're back green
You could sell around here
You're probably at 40 like you're here
Would you rather own Mogul or a punk?
I mean I already own a punk
But if I had to pick between the two
That's the kind of thing you're talking about.
Well, if I have to pick one, and I'm
I'm picking Mog, because it's much easier to
Yeah, that's what I'm picking.
What about you, Tyler? I don't know.
If I have to trade, if you give me two weeks to trade,
I'm going to have to pick the coin.
I think Mog probably outperforms on a short term.
But Punks didn't dip as much as Mog did during that downturn, right?
Like when it went from one five.
It's not a liquid trade, right?
So you can't get out of it.
Can I pose another question? What do you think
what do you think happens to Sol?
It doesn't change. I think this is the same story.
kill ETH, to kill Sol, and what now?
ETH is coming back to kill soul. I mean like it's like
I would flip that on the other way around. I think soul came to kill ETH
Yeah, but then like during that period where sold was like destroying ETH. It's like
Oh, uh, tron memes. Oh bsc memes. Oh hyper liquid or this like how many times have we heard that?
Um, and it didn't happen. I'm not going to do death of Sol at all.
I'm just saying that, like, it'd be
a very interesting market dynamic
rallied, and what that would do
to Sol. And Sol, like, because Sol has
left curve gambling stuff as well, right?
And ETH N run, right? And ETH and if he's run.
I don't know what you think, Tyler,
but there's some news too,
like on the Leschner stuff.
Like it's all in Solana, man.
That's where I was going to go.
I think Sol still performs very well in that scenario.
I would say my gut is it probably runs one-to-one.
Like I don't know if I have a read on what would outperform necessarily,
but go look at the mean volumes.
They're grinding back up.
So there's volume, there's trading activity rising on Solana.
You've got one of the main narratives that was ETH
was tokenization is going to take place on ETH.
I'm not saying it's not, but a lot of these
new players, Lesnar's new company, Superstate,
they're going to tokenize stocks on Solana.
And so you've got builders coming
to Solana, the mean volume
you've got these new corporate treasuries spinning up.
runs, Mando, it's a situation if Solana runs with.
It's not like one or the other.
I think it's gone so big that it's like and Sol, not or ETH Sol.
I'm definitely not as certain about that.
You're saying you think it could be ETH runs while sold like maybe that
I think there's a world here
where that happens I'm not certain about anything
like yeah the obvious thing would be like
you know if ETH runs and you know
a lot of beats will run all that sort of stuff
and a lot of the left curve stuff
or the big gains that you see are in ETH
means like let's say Pepe does another 2x let's say Mog makes a big move let's say SPX makes a
big move and then Skull probably does well but slightly underperforms even on the left curve
stuff and then there's like this oh was this the wrong thing to own kind of vibe
I'm definitely not certain that
I'm liking alts here too man
I don't know I never got out of a Sonic
trade and it's looking good again
Sonic really runs but that's a very good trade well a lot of alts are looking good like
if what if bitcoin does chill here like yesterday night bitcoin kind of like stopped running like
i hit that 104 mark right at the top of range and it stood there which it is right now and the alts
just kept going overnight and i woke up to the same price of bitcoin but all my memes and alts just kept going overnight. And I woke up to the same price of Bitcoin,
but all my memes and alts up another 20 points.
So there's also that possibility, right?
So I'm looking at this one,
which I still have a huge bag of, full disclosure.
I'm looking at this as an alt,
and I'm like, well, if it finally breaks at 61 cents,
Yeah, that's my general. Yeah. And then this, Sol Solana you're telling me this looks similar you break 180 you're
There's so much room here, right?
I don't know. I think I personally think that Solana looks precarious
That's my gut and I think that catch a lot of people out
So if you think Solana looks precarious, do you feel the same way about its meme coins?
That's why I took off my Fartcoin.
And I was like, right, I'm going to buy.
I want ETH and ETH beta right now.
So you didn't take the trades off fully.
You just reallocated to another. You know what know, we were saying like, are people selling like you're not stable.
Like I, on a bunch of those trades and the only ones I've kept on are
ETH trades and on dips now, cause I also think the market could go a little bit
lower here in general, like I think Bitcoin could go lower, which takes
And then on those dips, I'll be buying ETH.
I'll be buying ETH and ETH memes.
I guess one macro thing we haven't talked about yet is we had the China-US trade talk this weekend.
And the news surfaces that not much progress has made at all.
I can see that being kind of a saw.
I don't see that anymore in the bad news.
Like I seen the bad news gets shit.
It sells off for an hour,
but I think it often gets shaken off the same hour and then it's comes back
And then good news is great news.
So I feel like we're in this market where it's like bad news is okay.
And good news is great.. So I feel like we're in this market where it's like bad news is okay and good news is great.
But maybe that's consensus now.
Because I was saying this like a month ago and I caught the trade.
Maybe now I'm the consensus guy.
It's not trading that well suddenly.
Yeah, I mean, you kind of topped it.
Hey, by the way, you can...
If you guys want to blame someone,
we've shifted the blame to the
Fuck you, motherfucker. You're on here saying, yeah, we topped.
I'm short. Get the fuck out, man.
What the fuck is going on?
What the fuck is going on, man? By the way, the code is
If you want to win money on this motherfucker's
platform, sign up. Yit.com. Foamwower, the code is MOG, raffleball.xyz. If you want to win money on this motherfucker's platform, sign up.
You've done like $100 million of volume on Yeet.
I'm seeing KBM dunking on people on the timeline.
You're right, though. Honestly, good shout, Mando. And You guys have made it. I get it. Okay. You're right, though.
Honestly, good shout, Mando.
Can you imagine what that's like?
That man, yesterday, he was in a massive mood.
So I was wondering how he's doing because he hasn't been talking about trades at all.
He took a week off trades because he was traveling.
In general, I think he went out for dinner or something
with a couple of traders and then came back just pissed.
Because everybody made a ton of money.
I'm like, why didn't I keep it?
He was probably a little drunk too.
And he was like, fuck fuck man! I did the math
on the 400 Bitcoin. That's $40 million.
That's right. That's $40 million.
The proof is in the pudding. Hold your Bitcoin.
I like, have you guys been following
I'll go to you Tyler in a minute, but have you guys
been following Pio's arc on the timeline?
Like strong, just straight up.
BTC, micro strategy, nothing
Do you guys think this is viable in 2025 Bitcoin price at a hundred K?
Do you guys think just to accumulate Bitcoin beats the market in five years?
You're not allowed to buy mog, you're not allowed Bitcoin.
It's not for me, but I think it's for like 90% of people.
Yeah. What was the question?
just Bitcoin, next 5 years you're not allowed to trade
you're just allowed to DCA Bitcoin
you're not allowed to sell it, you're not allowed to do anything
you just have to DCA Bitcoin
and that's been the trade for the last
show up because you like this game,
you've got a 10K bankroll.
I think you have to go further out the
risk curve if you want to try to get into a position
to ever own a whole Bitcoin.
all that. I think there's
reasons why we show up and play.
Yeah. Further out the risk curve.
see what you got for us today.
Folks, crypto majors, very green this morning.
Leading the way, we saw several alts.
Ina, Uni, OOP hype up 15% to 20%. Standard Chartered, they came out and apologized.
Our targets aren't high enough.
They had to raise their Bitcoin predictions, suggesting 120120K for Q2 might be too conservative.
We had some big news yesterday on a lot of fronts.
So the OCC came out and said that regulated national banks in the U.S. can buy, sell, custody, and outsource crypto services for their customers.
We talked about Coinbase yesterday,
but that was an all-time high M&A for Daribet, $2.9 billion.
We saw Robert Lesnar's Superstate
announced they're expanding into tokenized U.S. equities.
They're going to start with Sol Strategies
as they actually operationalize this.
We saw Ramp say they're going to introduce the industry's first stablecoin-backed corporate cards
in partnership with Stripe.
Rumble announced plans to launch a non-custodial Bitcoin and stablecoin wallet in Q3.
Missouri became the first state to make crypto capital gains tax-free in that state.
So a slew of positive headlines there.
A couple of negative ones.
Coinbase, they did miss a bit on some of their earnings yesterday.
I think the stock was down.
I have to check it here this morning.
The Genius Act failed to pass that vote yesterday.
Some concerns around Trump's ties.
I guess they also, the bill was changed in the last week.
So then there was some thought around that, not enough time to review it.
So that Genius Act did not get through.
We saw the SEC and Ripple agree on a $50 million settlement.
And then Celsius CEO, former CEO, Alex Mashinsky sentenced to 25 years in prison.
In token airdrop and protocol news, boop.
Airdrop and Protocol News boop.
Oh no, they changed their airdrop mechanics.
They changed their airdrop mechanics.
They smashed those creator airdrops to 50%.
Boop down 40% on the day.
The market did not like that change.
REC Brands announced another REC token buyback, baby,
Market liked that quite a bit.
A lucky Polymarket better.
I don't know if you saw this.
He hit 101 on the new Pope, being Robert Francis Prevost from Chicago.
Hometown Chicago Pope, baby.
The city was electric on this news yesterday.
And this guy made like $60,000 on the bet.
So nice little bet if he doesn't get excommunicated for having done that.
And the Doodles token dude went live this morning.
It opened around $100 million or so.
It looks like it's closer to $60 million right now.
In AI memes, NFT's rounding this out.
Hold on, hold on, hold on.
You don't get to just go past that.
Like you didn't just call that it should launch at $300 million.
I was off on my dude prediction.
I thought it opened higher than this. I was off. I was off on my dude prediction. I thought it would open
About the Doodles launch?
So it's funny because in Farsi,
You know, my Persian name.
And they posted this Phantom.
Am I the only one seeing this, right?
I mean, it's their ghost, but.
It's their ghost, but it looks like a.
I never would have put this together, if I'm being honest.
How am I the only one seeing this?
Like, am I the only one with a dick here?
Like, don't you ever look down and look at this?
And like, yo, that looks the same thing.
Like, I don't you ever look down and look at this and like yo that's looks the same thing like like i don't know bro like mando are you seeing the screen like am i wrong here i mean
i think you're right i think you're 100 i i don't know uh i'm so immature i'm sorry
anyways we stopped tyler doing his run down keep going tyler sorry
ai market cap up 15 back over 10 billion at 10.7.
were up 20% to 30% on the day.
It wasn't just memes. It was those AI tokens
as well. We talked about it,
but those OG memes, Mudang up 150%,
up 60%. So there's huge runs
there. The leaders were up about
That NEAT token is hanging around.
Not a whole lot of action from that new meme
class, the 2025 class in Salon.
In fact, most were red on the day, except NEAT.
Those Hypeo babies and NFTs, those were up
50%. And then Julian Hogan,
shout out to him, went from doodles
to being the CEO of Rolling Stone.
Saw that. So that was nice to have my friend.
That's actually pretty cool, eh?
He was CEO of Billboard before, then he went to Doodles,
and then went back and scored a job at an even better magazine, it looks,
He did some cool stuff at Doodles.
I feel like it was a little underappreciated.
I also felt like he was kind of overqualified for that job. i didn't like the message when they said that doodles to move
on from the corporate that i felt like a stab to him when he moved like that message and he got
to make a movie for that he he did a lot like he actually he saved the project during the bear
market he he held it down you know not? Not taking anything away from the others.
People like Austin that work their fucking asses off.
Shout out to Austin Hurwitz.
But I'm just saying, he was a good CEO in the bear market.
And Dudo's one of the most hated projects, right?
Receiving a lot of backlash.
And he really held it down pretty well.
Congratulations on the new position.
Anyways, Tyler, where should we even start? I mean, i kind of want to talk about the robert leshner
news because he kind of talked it taps into what mando was saying about solana but also this like
blockworks activity stuff that you sent me in the chat so why don't we just start there so leshner
is a fucking legend man so what is he up to right now yeah so he launched super state and they're
moving into stock tokenization new blockchain based-based marketplace for public equities is going to be first available
on Solana. It's called Opening Bell. It was
unveiled on Wednesday, again, allowing companies to create tokenized versions
of SEC-registered stock shares and then trade directly on the blockchain.
It supports real-time, around-the-clock trading and programmable
securities. So that's going to be
an interesting aspect to dive into here. It targets already available public firms. It looks
like they're also going to go into late-stage private companies seeking access to liquidity.
And again, Sol Strategies is going to be the first issuer on the platform, unless they're
stocked for on-chain trading, pending regulatory approval. So they still have to get that
approval. But that is coming.
are excited about this. Everyone's
spent this local bear market
complaining about the lack of use cases
Here's a big new thing to do.
Huge. Stock trading around the clock
and perhaps in a programmable
But see, that's happening on Solana.
Mando, earlier, that's why I'm bringing it back.
This is going to be all on Solana in terms of activity.
I've become a bigger believer in what we were just talking about before,
which is that the XRP trades at crazy level versus utility, right?
It just trades because people believe it's a currency.
I kind of feel like with the ultrasound money narrative with ETH,
it may have got back the currency
narrative which I think is actually a much more powerful
narrative when it comes to the L1 tokens
so if it was based on activity Solana
should be trading it like
I mean this is the activity right it's still up a lot
I'm just saying that like the actual value of an L1, I think, is based on two things.
Number one, it being viewed as a way for you to gamble.
So, like, basically a currency for degening, of which Solana has.
And the second one is as almost like a store of value slash currency that you might own for a long time.
I don't know if Solana's got that.
I feel like at the moment it's got the real like utility gamble token aspect.
And ETH for a while had the aspect of like never sell ETH, you know,
because it's going to be the best currency forever.
And you've seen whispers of that come back a little bit.
So that's why I think that's a powerful narrative
rather than... Because Solana doesn't have that
memory. It inflates about 4% or 5%
I saw your stat, Tyler. Anything you wanted
to bring up on that activity board?
Yeah, just take a look at that pump fund
revenue. I feel like that's an interesting gauge
of market sentiment. Yeah, if you scroll down about halfway down. revenue. I feel like that's an interesting gauge of market sentiment.
Yeah, if you scroll down about halfway down, keep going.
There it is on the right.
Wow, okay, it's back up a lot.
It's like clear bottom there the whole month of March,
kind of grinding up in April.
And they're back over $2 million a day,
So the animal spirits are back,
The DGNs are active over there.
So I think it's just an interesting indicator,
something to be aware of, I think,
when you're taking a broader picture of the market
and what people are doing.
$11 billion AI market cap.
That's a big comeback, boys.
It's a huge comeback here.
Virtuals is leading the way.
Virtuals was up like 50% at one point yesterday.
They've got the Virgin Points program.
Their community won't shut up about it.
I haven't seen anyone talk about the actual tokens they're launching.
they're all getting these super cheap entries
to these new token launches,
and they're all printing. So they're going to, it's a nice
little flywheel for that virtual token.
Still no Coinbase love on that one.
bottom. I mean, it's nowhere near virtual.
Virtual's well over a billion.
Another perfect cup and handle that just broke out.
So this went to four, I think, at peak, right?
That'll go back to four with Farquhar on all-time high as well.
They're both running in back.
AIXBT, should we talk about AIXBT?
Because remember that on the show last week,
Randall was saying, well, that's another one.
It cupped, it handled, and it could break out.
Like, it's still top of my share, guys.
Another one I want to give a shout out to.
I never traded that Ava thing.
That shit has been fucking strong.
And I thought there was some news around Ava Labs yesterday.
We're doing a little pre-seal for a new agent related to the ecosystem.
There was something that they cut a deal with someone.
For our listeners, you've got a 48-hour pre-sale.
So I'm going to let you go find it.
No, there was something though.
I don't know honestly I've been kind of unplugged from daily news Clearly. But there was something...
Honestly, I've been kind of unplugged from the daily news,
from some of the crypto AI projects.
But this is impressive, man.
If you're unplugged, that means the whole market is unplugged.
Just like everyone for the daily market.
So you were the most plugged-in AI guy during the entire downtrend,
reminding us of the price of AI 16Z every day.
And you're unplugged now?
I mean, I've only got so much time and mental content.
No, but I still use your board.
I mean, this is your board.
When the bubble burst, it kind of like burst all of it for me.
Yeah. And we weren't really seeing a whole lot of innovation, still a whole all of it for me. Yeah.
And we weren't really seeing a whole lot of innovation.
It's still a whole lot of the same stuff.
Are we really just going to run our AI agents back up?
How's this dog shit doing?
Because it's all the same stuff.
it's not even pumping that much.
It's like the actually most
innovative new crypto AI launch we've had.
How is ZeroBrow still worth
I'm pretty sure there's an article.
I'm wrecked at the moment.
I think there's an article, SF Standard,
ZeroBrow, about the fake death, by the way.
The San Francisco Standard.
A crypto founder faked his death.
We found him alive at his dad's house.
That's a nice photo, though.
So there's some closure, y'all.
Wow, days away from his 23rd birthday, too.
I mean, yeah, you're right.
We'll see. It looks like it's all the same stuff that's going to move again, guys.
The market's short as hell. It's all the old same stuff.
Fucking goat is back to $100 million.
Fucking hate that coin. I hope it never comes back. You guys should bury it. Fucking goat is back to 100 million. I fucking hate that coin.
I hope it never comes back. You guys should bury it.
I'm so glad they sold all
their fart coin. That's so
let's still make time for negativity
and fake narratives such as GOAT.
Because we know Farcoin was always the main narrative.
That's the funniest thing for you.
That was the biggest PSYOP.
That was the biggest PSYOP.
There was no Farcoin without GOAT, my friend.
Brother, the AI picked Farcoin
and then some cabal created the GOAT token
and decided that they were going to go with that.
I mean, that's is complete cap no the truth terminal never had more than like a million dollars worth of goat at a time but i had like 30 million dollars worth of far coin you know yeah but that's
i mean goat was definitely the first coin no it picked far coin as the best meme no no you're
missing it you're missing what actually happened no you're missing it. No, you're doing it again, Mando.
You're the one doing it wrong, for sure.
capitulated and admit it.
that Farquharin hasn't destroyed GOAT.
What I'm trying to say is
definitely not what happened.
Maybe we have to have some respect for it
for giving us the best meme coin of all time.
The Truth Terminal did that.
Yeah, it's the same thing.
See, Truth Terminal's real token was Fartcoin.
But then there was a Psy-Up
You know the Truth Terminal never came up with Fartcoin. But then there was a psyop led by like... You know Truth Terminal never came up with Fartcoin?
It was the other AI in the back rooms.
Right, but that was the original, right?
Right, but Truth Terminal never came up with it.
Truth Terminal asked another AI,
can you make up some meme coins for me?
And one of them was Fartcoin.
So that's why I said your story there is not actually what happened.
Because it wasn't created by the Eternal.
It was created by another AI.
My story made me a little skewed by my personal hatred for it.
Gary SR saying, mind was correct.
This is a good day for you, Gary. In the comments.
This is a good day for you, boy.
I don't need this shit right now. I don't need this right now.
I'm just going to fud it to zero now.
Yeah, now that you stole fud it, you have to fud it.
It's all exactly different. It's not correct.
And now he's going to start
buying gold again. He's going to get ThreadGuy fucking back on. And now he's going to start buying goat again.
He's going to get Threat Guy fucking back on stream.
And they're going to go every day.
Me and Threat Guy going back, you know?
I can't wait to see the stream.
You know, now the markets are back.
I can't wait to see the fucking Mando and Threat Guy stream telling you to buy goat, right?
I just can't wait for those to come back. Speaking of pups, it's up 32% today, Tyler.
So reminder to sell soon.
And this time we will sell.
There was a lot of news yesterday.
I think they telegraphed that this was coming,
but now it's like official that banks are going to be able to buy,
sell and consider crypto.
it's timely on the same day as Coinbase had their earnings.
And I think it's kind of coming into question some of Coinbase's use cases here.
For me personally, if I can hold Bitcoin in Coinbase or at JPMorgan Chase, I'm going to hold it at JPMorgan Chase.
I think it kind of loses kind of a core part of its business there.
And then if you can trade with the banks too,
like what do we even need
Because maybe they'll have limited exposure,
but like that's what we're trading on chain.
You trade on chain to get
your first cut at the tokens
before they go to the larger exchanges, right?
are just going to eat the sexist guy?
They won't have perps, but Coinbase is
lagging in perps. I guess that's why they acquired Darabit.
I guess the thing is, like, does even less
layer of trust with banks and sexist?
Like, I feel like it's DAX, DAX, bank.
I struggle to see the Coinbase bulk. Wait, Bank. I don't know. It's a L.A. meme.
I struggle to see the Coinbase bulk.
Wait, what meme were you buying?
No, I just did a little meme for the timeline.
Mando, what are you... What is Mando posting?
bottomed Farcoin with that video
yeah put some respect on Rasmur's I have to say Rasmur's video of Farcoin with that video. He stayed around.
Yeah, put some respect on Rasmus.
I have to say, Rasmus' video of Farcoin was fucking funny, man.
Just that. You can decide.
I know we're almost out of time.
Boop did one of the most biggest cell phones we've seen in quite some time.
You know that cue the meme,
we had a good thing going.
We had a good thing going, Boop.
We just kind of just let it play out.
But you had to come in and shake things up.
And I've never seen a protocol change airdrop rules
middle of the game when half of the people
had already been paid out.
Yeah, people did not like that, right?
So what's up with Boop now?
So the incentive to launch a token
was you were going to get
this pretty large airdrop, right?
It was in tiers based on Mindshare
on the Kaido meme coin board.
So folks like Deez had like 700,000 tokens, I think.
If you were tier two, you had 400,000,
There's some DMs circulating on Twitter this week.
There were some services who were coming up to these creators, KOLs,
and saying, hey, we'll briefly med your token up to the threshold you need
to get all your tokens today for a fee.
People started publishing their DMs.
This is not related to Boop's team.
Yeah, so Boop in reaction said,
okay, you can't do this anymore.
For one, you have to meet the threshold
for a certain period of time.
And then two, hey, you're not going to get
all your airdrop anymore.
You're going to get 50% of it now.
So if you were getting 400,000 before,
now you're only going to get 200,,000. The other $200,000
are going to your token holders.
have run the program. The problem is
they changed in the middle of
After people already took actions under
And then the people who actually did use this service,
they already got their tokens and sold them.
It doesn't impact them at all.
And then, I mean, Dupa's 27 cents yesterday.
So they lost $100. did you guys launch your coins
no tyler i thought you were gonna launch one i did yeah wait you did
yeah i didn't publicly talk about it there was no reason to
you lost a shit coin what are you buying i mean uh i'm kidding i'm kidding don't don't
but are you getting an airdrop so wait does that mean your
airdrop is slashed in half now yes that's fucking bullshit though because you and now the token
value is on 40 so i'm i'm down like 75 that's yeah i don't want to be the guy who's complaining
about free money of course no i know but it kind of like you're you're not getting what like you
took the risk technically to i'm not saying it's kind of it's bad for your name like you're not getting what like you took the risk technically to I'm not saying it's gonna it's bad for your name because you're not promoting whatever I'm the one fucking with
you but let's say you took the risk of launching something under your name your wallet on chain
for an airdrop because you were promised something and now the rules change on you after the fact
so shouldn't it be honored for the people before that's how I see A cleaner way to do it would have been to say,
okay, if you haven't launched a token,
And if you've launched a token, here's your full allocation.
Yeah, yeah. And then I think everyone's fine.
All right, what else? I know we got to get to our giveaway here.
Met on himself. Love O again. Metting on himself.
He's got a lot going on, man.
He literally gave us a timeline.
Obviously, he hid everything that was on it, but there's a lot going on for Rekt.
There's something else happening this month, it says.
There's another May. There's a June. So it Rekt. There's something else happening this month, it says. And May. There's another May.
So it looks like it's looking good.
My Rekt is definitely looking very, very nice.
It feels like it's a matter of how fast he can scale up these new flavors.
I mean, you know that he's trying to beat Red Bull.
So that means a million cans.
He's only 44% there, meaning that he has to sell another 640,000 cans.
He averages about 225,000 cans per sale,
meaning he's going to have at least three more sales
That means there's a lot more coming
between now and then the year, if you do the math.
I think he could have sold a million abstract apple cans.
Or maybe half, a half million.
But clearly, that means he's got a lot of sales coming
if he's trying to beat Red Bull.
He needs three more of these.
Two more, two or three more.
Well, remember, it doesn't just have to be drops.
If you're actually reading between the lines,
they're working with distribution.
Yeah, he's been talking, exactly.
Like, he talks a lot about
the pudgy penguins play with a pudgy do Walmart. So what's the Walmart of wrecked? This could be
like, I don't know, fucking boots type shit like in the UK or whatever. Where do you want your
drinks? Is it, it's probably not like gas stations probably. Yeah. So it's...
Well, he's literally tweeting about it on the timeline. He's hinting that there's going to be
You know something more than we do.
Obviously, it's your company too,
People are mentioning it in the comments already.
Where? Rekt F1 team. Rekt F1 team. people are mentioning it in the comments already where?
I think he's going to write about it soon
I got the top 20 Rekt holder I think or top 25 I'm good It's a top 20 rect holder I think
Put some fucking rect in Aldi
Anyways is that why you do your groceries
See you're not native bro
Did you guys know Portugal water 25 cents No. Oh, damn. See, you're not native, bro. You got to be Portuguese, you know?
Did you guys know Portugal water?
Aldi is not Portuguese, just to be clear.
Can I just make things up?
The big local support here is Pinko Dodge.
Listen, I got to go pack some more boxes, okay?
And I got to go pay for freight and everything.
I'm getting ready to get the fuck out of here.
I'm basically, man, though, trying to move even faster and earlier so anyways
shall we get to our giveaway let's do it let's do it
it seems back yeah he is let's go market is relentless man though
Market is relentless, man, though.
What are you guys saying?
I think this is the homie.
He's already, that was quick by the way.
NFT collector, photographer, hacky sacker.
Mendo, you play football?
Okay, let's join our team.
Look, guys have a team. They play every Sunday. Let's go. Let's play some fushie ball, man.. Okay, let's join our team. Our local Myriad team. Look, guys have a team.
Let's play some fushibol, man.
It's going to be Ronaldo up in this bitch.
It's easier to speak Brazilian than Portuguese.
It's much easier language.
The Portuguese, they complicate everything.
Anyways, too far Gone, what up?
First of all, congratulations for winning.
Oh, this is nice. Love that gone first of all congratulations for winning oh this is nice
love that love that congrats for winning second of all you've already made five hundred dollars
so congratulations you're already a winner third of all let's play some games yeah are you watching
us on video or audio yeah i'm watching on video video even better what should we do that lamp
chop it's been a while should we do a lamp chop it's on video it's got the best too far gone's
We spent two days together at our house in Miami.
Yeah, we had a blast, man.
Oh, you guys were at that D-Gen, the wrecked dinner too, right?
I've heard stories of Tequila Tyler out there.
All right, let's play some Lamp Chop since you're watching us on video, yeah?
Do you know how this works? Too Far Gone?
all you guys all the same.
I'm waiting for this to load.
Weird, it gets stuck at 90.
Is this your computer? 99. Oh wait We are to get stuck
No, it shouldn't be my computer it worked the last few days. Oh, there it worked. All right. Well, you know the rules and you put some music on
I was asking like was it same so was it you so um
$250 per round is is what're going to do here at Too Far Gone.
You get two rounds because you've already bagged $500 in cash.
So, for sure, you leave it at $250.
We play easy mode, right, guys?
Is that what we're doing here?
Do you want to play easy, medium, hard, very hard, or Death Wish?
You can switch that in the second round. All right.
So let's go for the first one for $293. Okay. $293. You want to go to 358. Let's go.
Come on. Come on. Yeah. Let's go. Let's go. Do we follow him? Yeah, we got to follow. Come on.
Come on. Come on. Beat him up.
Well, look, you got another 250.
What mode do you want to go on?
Let's start easy this time.
Let's click on the first one for 250.
There you go. We got it. Another another one let's go another one yeah easy
keep it keep it rolling keep it rolling oh dude oh, come on. Come on. Fuck you, dude. Oh, damn.
and it's a pleasure to meet you.
and thank you for following us.
Hell yeah. Thank you. All right, Tyler, Mandoo fun little gamey game for you guys little prediction monday lower or higher on what i mean you're short so all right next uh higher or lower
in the market in general?
My gut is that we're going to have a mood lower here.
I think we sell off Sunday on the China stuff, unfortunately.
So I think we'll be a touch lower, but still over 100.
I apologize for my co-hosts, everyone.
I'm going to go higher here.
I mean, I'm going to have to go higher. I'm going to give you here. I'm a perma bull. I'm going to have to go higher.
I'm going to give you guys the energy, the manifestation.
With that, with that, with that, we'll see you all Monday morning,
10 a.m. Eastern Standard Time for another episode of FOMO on RUG Radio.
Let's go. Papa Papa Thank you. . Up, we end the show.