Projects
![]()
No projects found
Investors
New
DAO Treasuries
DATs
Lend / Borrow APRs
Chains
Categories
Spaces
FOMO HOUR: BIG WEEK?
Recorded: July 14, 2025 Duration: 0:59:09Space Recording
Short Summary
Crypto markets are buzzing with excitement as the Pump Fund prepares for its token launch, following a record-breaking $600 million ICO pre-sale. Bitcoin and Ethereum are both experiencing significant growth, reaching all-time highs, while institutional interest continues to rise, signaling a bullish trend in the cryptocurrency space.
Full Transcription
Thank you. You
Yo, yo check check check check check let me get some thumbs up if you can hear me I think you can I
Think you can okay. So can you hear me?
Check Check check check check. Yeah, you guys can no you guys can hear. No thumbs up, eh?
No thumbs up, huh?
Or the emoji maybe is broken.
There's always something broken here anyways on AddX.
All right, there we go.
What's up, Cookie?
What up, Joey?
What up, everyone?
Let's just get this party started soon.
It's because we have a lot to talk about. Thank you. Yo, yo, yo, yo, yo.
What up? What up?
Good morning. Good morning.
Monday.
Oh, GM. Monday.
Oh, baby.
Wow.
Wow.
Monday, July 14th.
Oh, best till day.
Wow.
Wow, wow, wow, wow, wow.
Wait, I should be taking a day off.
Thank you for understanding.
Best till day.
What do you mean? What am I doing?
2025. Look at that. Another beautiful day to have a beautiful day. I got my calls in the house. Tyler, Mando, Mando, Mando, Mando.
What's up, guys? How are you doing today?
Hey, guys. All-time highs. All-time highs, baby.
Oh, yeah. Happy Bitcoin all-time high to those who celebrate. You guys celebrate, right? Do you guys celebrate Bitcoin all-time highs all-time highs baby. Oh, yeah happy Bitcoin all-time high to those who celebrate you guys celebrate right?
Do you celebrate Bitcoin all-time high?
It's a good holiday
Every day at the moment every day every day
I mean, you know, it's we almost have as many holidays as the Portuguese at this stage, you know, we'll get there
I see you also shaved a little bit here.
I see you also shade a little bit here good little stash going on. I don't like it
You got a little stache going on.
I don't like it.
You got my recent goatee look.
I like it.
I was thinking going goatee next to test because it's coming fast, dude.
Very Portuguese.
Go check out Pedro Neto.
That's my inspiration.
Pedro Neto.
Also, well, we beat PSG yesterday.
Or are you a Chelsea fan now?
Shut up.
I get it.
I get it.
I get it.
Actually, that was like demolition.
I'd feel bad if we hadn't won every single cup possible this year.
But as a Champions League winners, I don't feel that bad.
Though, you know, an invented cup that that they made Which is meant to be friendly
And we've won it twice now. So yeah, you guys are champions of the world
You know, it's champions of the world. Congratulations to fucking Paul. Did you see Trump was there?
That Donald Trump clip. How is he there? That's so good. It's like the Chelsea players like is this guy staying?
And he just goes, yep. but did you see Palmer was like
What's he doing? What's he doing?
Like he's like So
Are you staying here for this? Yeah
Yeah, this is so fucking funny like this is the funniest clip
He's like what's he doing? This guy right there. Right there, right here. And then he pushes Trump. Watch this.
Watch Palmer.
Right here.
Just watch Palmer.
Right there, right there.
Right there, right there.
Pushes him.
Pushes him.
And he gets right back in front.
I got massive respect for him for actually doing that.
Like, genuinely.
Pushes Trump.
I mean, he did win that game.
Like, he scored the first two goals, like, in five minutes.
So, he did win that game for Chelsea.
Like, they asked him who his favorite player was. Did you see that? that game for Chelsea. They asked him who his favorite player was.
Did you see that?
Trump?
They asked him
who his favorite player was.
And he gave some big speech
about how he'd seen
Pelé play
when he was playing
at the New York Cosmos
and like
Pelé was the best player.
So I was like
that's actually
decent.
So he's a proper fan.
Yeah.
Well remember
I was at the White House
the day they brought
the FIFA World Cup
with Infantino
during the summit. Remember the crypto summit? day they brought the fifa world cup with infantino during the summit remember the crypto summit did they bring it so he brought it and then he talked
about the world cup being in the usa for like 10 minutes straight like he was like like a kid
in candy store it was like we're bringing a world cup this beautiful cup at infantino i couldn't
believe my ass because i'm a football fan everybody else was tripping about the fact it was the white
house crypto summit i was tripping about the fact that was the White House Crypto Summit. I was tripping about the fact
that I'm in the same room as the president of the FIFA
and the World Cup, right?
Because I was like the only Euro guy there.
And I'm like, what the fuck?
And so it was like, right,
there's a massive fucking cup
with the key that unlocks it,
opens it even more.
And I thought it was fun.
I can't wait for the World Cup in USA, honestly.
I think it was going to be fun.
We should go to the Mexico games.
That's what we should do, guys.
I'm gonna try and go to as many
games as I can. We have to.
We should do a little bit of sponsored content,
go to all the games. Brother,
you can FOMO
hour live from
Mexico, and we place
bets every day.
When is it?
It's next summer.
Yeah, next summer.
The producer would need to be on site for now.
There's only room for three Sims. There's only room for three.
I'm sorry. I do have to say
I'll make a case here. It would help
to have a producer on site.
Oh, yeah.
Thank you for understanding. Thank you for understanding.
And not only that,
Tyler, your kid's going to be off school, you know.
Yeah, I just cleared my calendar.
Send him to camp.
There we go.
There we go.
Send him to camp.
The kids are going to camp in 2026.
Let's go to every single game.
Or at least let's go from at least the round of 16 on.
16 on.
We can pick a game each round.
That'll be a lot of fun.
And you know how crazy I get during the world cup.
That's definitely on you. Don't worry. We'll make that happen.
Oh, when's the sports book opening?
Brother, I had a call on that this morning.
Giving them the deadline has to be done by the start of the NFL season.
Okay.
Seven weeks.
Freaking out, but they're going to get it done.
I saw on, on, on, on some Twitter, seven weeks away from football.
He tweets it every week.
So I saw that.
So that's how I know.
Okay, good.
So Yeet, some Yeet Alpha for everyone this morning.
There you have it.
All right.
Well, today on the show, today we'll talk about the market.
I mean, we got to talk about the market.
I mean, this is, I mean, all-time high on all-time high.
This is absolutely incredible.
I mean, you, I think you can fire off the clip at this stage.
I mean, that clip that we held back.
You know, Mando, when you were gone, we made some wild calls.
You know, Dumb and Dumber were hosting the show,
and we were making the craziest calls.
And every time we showed up, the calls happened.
So that was great.
You love to see that.
It's genius season.
It's genius season for sure, for sure.
And then we'll talk about the market.
We'll talk about Tyler's Top 100.
You probably have a huge recap
I mean there's so much going on at the moment
between the treasury company
I feel like the treasury company is like half the news
and like 50 of them per day now
so there's a lot to talk about
so we'll give away some money
Gitterboards, you have the website
you have to be listening to us live on kick.com
forward slash djens live
make sure you have to place a bet
so I think you have to have
a bet. . audio cut sorry i got muted on the on the rug radio phone it seemed okay we're better audio
is back anyway see if you listen to us on video you have to wear those spaces mando
mando we missed you last week let's see what you got for us this week when i find your
button right there
gm everyone so yeah all-time highs across the board obviously i think we've hit all-time high on
bitcoin on on friday um and kind of got on into the teens the mid-teens but it just kind of kept
going we had a little bit of a pullback at one stage um around the time that the pump fund
launch happened i think people were saying you know people selling different alts to buy it but
then blasted right through again all-time highs in terms of like macro i mean stocks have kind of
been in around all-time highs for a while now so it's it's it's not it it may is unsurprising but
what like finally caused us to blast through i don't know i mean we were on the show last week
and i kind of felt like it would be now rate cuts, right?
It just felt quiet.
It felt like we weren't going through all-time highs and then just, bam, something happens, which is why you always need to have the risk on, you know?
This idea that you can just wait around and choose when you want to be long is kind of tough.
And then when this gets going, everything just goes parabolic.
So then it's really tough to buy in and you miss it and all this sort of stuff.
So what has really surprised me,
this is with my trading hat on,
Bitcoin dominance has stayed really high.
This has probably been the biggest surprise to me
that I felt like Bitcoin dominance,
traditionally when you start blasting through all-time highs,
starts to really decrease.
We're still at 64.5%. We like we're at 65 majority of the weekend like when we blast
through all-time highs in november let me go back to it but bitcoin dominance went from 61
down to 55 right it's barely budged it's barely budged this time which which is very surprising
to me like normally people get caught up in altcoins and you have massive gains and it's like
buy everything this this is an altcoin season but like the altcoin season is literally half
a percentage point on bitcoin dominance which um That's the craziest part. If you own Bitcoin, right,
you're doing fine too.
Like, don't...
I'm sure everyone in the audience does
because who doesn't own Bitcoin?
No, we own Bitcoin beta.
Ordinals and runes.
Brother.
I own Bitcoin,
so I'm kind of happy about that
during this period.
But I think part of that,
there's a few different reasons.
I do think the pump fund had an impact,
and the Solana ecosystem perhaps has been less strong during that period.
I think largely what has driven this has been the number of Bitcoin treasury companies,
which is now extending into certain altcoins, which is interesting to see.
And Ether is outperformed, but it's not yet blasting through outperformance.
It feels as though ETH and Bitcoin
are both doing pretty strong on this move,
but it's not necessarily every single altcoin is going crazy.
So that tells me the biggest driver for this
is really TradFi and the treasury-style companies,
of which they're kind of amassing around those two at the moment.
So those two are staying relatively strong,
and the rest of the market is doing well,
but it's not necessarily outperforming.
You know, Solana 168 isn't exactly blowing everything out of the water.
Hype has hit through an all-time high,
but it had a much bigger move before bitcoin went through all-time highs right
like um so it's we're seeing decent moves even like the most liked bolts but not crazy moves
and that extends to a lot of the meme coins as well obviously pengu's had a very big move bonks
had a big move this thing like pepe is up a bit do Doge is up a bit. They're not necessarily smashing through all-time highs
or even getting close to it for these.
So still seems to be a top-two coin kind of led move so far, at least.
What we saw, what could have been maybe the move this week
was the idea that this is going
to be the crypto week in the u.s bo hines came out and said we're going to make you know more of this
like uh we're going to make crypto uh sorry the u.s the capital of crypto all that sort of stuff
so maybe we'll see some some more policy um changes or amendments let's say or proposed
changes that might come in through that.
But the main thing I've really seen is just, is this more this pickup,
is this trap by getting into crypto more.
I think the one leading the charge is really SBET again,
kind of come back very strong.
They've done a lot of things that we kind of said that they should do,
which is aligning with longerterm capital and continuing to buy
so that's picked up um and ethereum is doing the best marketing
job i've seen ethereum do in three years so yeah since since nfts and it's not is that's
from the foundation down so like you've seen foundation almost with a regular cadence at the moment, talking about upgrades that they're planning on doing, seeming like they've got a real big impetus to do things.
You have people like Vitalik now seemingly championing a bit more with the dApps.
Like I said, I thought it was a big deal that he was at the Robin Hood event. Like I continue to think that that is a change in tone, even from him in terms of the users and applications of the blockchain.
And then that's down now to some of the culture carriers. Joe Lubin, you have people like Kathy Wood, Arthur Hayes,
Tom,
what's his name, the guy from
BitMind.
There's like five to
ten all on CNBC at the moment
talking about how ETH is this thing.
I tweeted that out yesterday.
They've got the trade on now.
There's been massive inflows into ETH for a while
and you can tell that Trap5 has been building a better position They're like, they've got the trade on now. Like there's been massive inflows in the ETH ETFs for a while.
And you can tell that like TradFi has been kind of building a better position.
And now they're going to amplify any new bit of news for their foundation.
So you kind of have this like, you just have this positive feedback loop that maybe wasn't there before.
And that you have a lot of people now who are vocal having a vested interest in ETH.
And they're amplifying some of the better work being done for the E so that's that's why he feels like it's very strong in the moment
look i continue to think he'll hit 4k by the end of the summer said that multiple multiple times
over the last few months um i i don't know if it the things about eath have been fixed. I'm not saying that this whole modular approach
is the best approach,
but if you're reading the people in markets,
they're going to pump this thing.
And if it dips, they're going to buy it.
Just think about the people who are now getting in
and what they're talking about.
They want it to come lower so they can buy more.
Like that's not been the case for ETH for a long time.
This is true.
So I just think they're going to pump it.
Whether you like it or not,
you think ETH's slow,
you don't think it's the right chain.
It doesn't matter.
Yeah.
It's the number two biggest crypto at the end of the day.
Yeah, exactly.
and they have the, there's now the TradFi, you know, rails with which everyone can get in of the day. Yeah, exactly. And they have the, there's now the TradFi rails
with which everyone can get in on the trade.
So I think the thing that's a bit of a red herring for me
is the record number of shorts in ETH.
I do think that's just the basis trade
where people go long, spot, short.
It is.
So Fajal guy from Blockworks shared it. It's just that.
Yeah. So I don't think that one gets spread around a lot.
And I think a lot of people who are less aware of what's going on there think it's like a short squeeze.
I don't think it's a short squeeze by any means.
I think it's this. I think it's what we're showing right now, which is the inflows have really picked up over the last couple of months.
And if you've been watching the show,
you kind of saw that and that happened.
And now they're like retweeting stuff
from the ETH Foundation.
Like that wasn't happening before.
So the marketing efforts of ETH has done a very good job.
And I feel like this next two months
is going to be tough to beat that
from a risk-reward standpoint. I think you'll have bigger gainers, but I still think it's got tough to beat that from a risk-reward standpoint.
I think you'll have bigger gainers, but I still think it's got a really good narrative from a risk-reward standpoint.
I agree.
The trade from 2,500 to 4K was like a 60% to 70% trade, right?
Now it's still like a 33% trade to get to 4K,
but I think it's a good shot.
It's a good shot that will do that.
Yeah.
And like I said, if it does that, I can retire.
Don't have to speak to me all the game.
I'll just focus on you.
Wait, with 30% more?
I'll see you at the World Cup.
Hold on, hold on.
With 30, just 4K and you're retiring?
Brother, I put this on in big size.
What a go.
Mando has his own treasury. I've sized it several times.
This one's been my trade.
So when did you size in what?
25, 23?
100?
25 mil?
No, 2300.
I'm talking price, price, price, price.
Not size.
Yeah, 25-ish is where I went and baked for ETH.
Because that's around here.
It's a nice trade.
I think it's going to be – I think it's going to keep going.
I just think it keeps going.
I mean, what do you guys think?
What's like your – if you had to make like bear baseball for ETH,
like I was talking about this morning with Wiz and stuff like that.
I think my bear case on ETH is 4K actually
because this cycle is high.
My base case is like $62.50
and my bull case,
you have to go higher.
It's like $8,000 something,
like $10K let's say,
like the ETH to $10K narrative.
What is you guys' bear base bull?
I think that 4K level looking at the graph is a pretty big bit of resistance.
Yeah.
I'm not going to agree.
I will be taking profits in and around that area.
I still think after that, it really depends on the narrative, right?
Like once people start making money in these treasury companies,
it becomes a very positive feedback loop.
That's what we said about S-Pep,
right?
Like it was seminal.
So it had to go well.
And now it feels like they're starting to go a bit.
Well,
it really started going well with Bitmine,
right?
I mean,
did like whatever 700% off and everyone's making money.
that's a big deal.
So if it goes to 4k,
the timeline will be saying this is going to 10K.
Yeah.
There's no doubt in my mind.
But I just think that's a more difficult one to call.
The callback to 4K, I think, is very high probability now in my mind.
I would agree.
I like your numbers for 0K.
I'm similar.
I think bear 4K.
In this case, it's probably 6K. Ink and bull cases, 10k plus for ETH.
And like those numbers were crazy a few months ago.
Like I never would have expected myself to say that.
Some things have changed.
I think my current point of view is similar to how Bitcoin had like the ancient
whales selling at a hundred K,
a hundred to 110 K.
And we finally just got through that sell pressure
it seems like. I feel like
you've got the underwater
ETH backholders who bought
at 4k.
A ton. They've been waiting for years
to exit. And I see those
stories. I mean, people are saying like,
oh, the big holders I know all want to sell.
So I think it's going to take some time to churn through that.
But I think there is a scenario where we churn through that.
And when we do break through 4K,
likely on the back of corporate treasuries and ETF inflows,
that it could go clear skies, but maybe not until before.
Maybe it's summer, we get to 4K,
we batter up against that level for a while.
Similar to how Bitcoin did at
110. And then
we finally break through and then it goes a little crazy.
If it
breaks through 4K, there's
some air there.
If it breaks through 4K, it's going to all
time. Actually, there's no
doubt. But I think just in
terms of, I'm thinking about it like a trader.
I actually think, I wouldn't be'm thinking about it like a trader i actually think i wouldn't
be surprised if bitcoin runs in to a little bit of slowness here in the 120s like i don't think
this is going to 150 straight away like i i do think we're going to run into a little bit of
supply here um which is why i don't thinkTH's going to like 4K this month
I think it's more like it's going to be a bit more
back and forth
but yeah
that, if you think about those drivers
of ETH, they are more medium term things
right, TradFi on the rails
and there are
treasury companies, like
this is a story that could easily last this is they only
just began like the first s bet began a month ago like this is a story that can go on for the next
two years it's not a story that goes on for the next two months in my opinion bitcoin treasury
companies microstrategy started what in 2020 like it's insane i think each one can can really pick up here so so i don't
think that's why i think it's got a good risk reward to it like they want to buy more so uh
and that hasn't been the narrative for each of it is so long right it was like this thing's dead
there's no buyers of it like um just think about it take a step back
joe lubin has created a company which is buying his bags crazy like it's a amazing feedback loop
for for a number of these people right so um and he gets wealthy in the even more wealthy in the
process so that's that's a. So that's a nice
little
feedback link for him. Can we dig into
the ETH treasury stocks just a bit?
It's in my list, but I feel like it's relevant to this conversation.
So we have
Sharpland Gaming, SBET.
It's at $25 a share
right now, $1.75 billion.
The flywheel that Mando mentioned, in case folks
aren't really following this, so basically, as the stock rises, it turns out more volume.
They're selling.
SharpLink is selling shares at the money at the current stock price on the market.
And then they're using that funds to go buy ETH.
And over the weekend, they're doing mostly OTC sales.
They're buying from the Ethereum Foundation as well as galaxy OTC, as I understand that.
So they're adding to their E shares,
E pumps,
their stock price.
And they do it.
And they just rinse and repeat.
That is kind of how this has been playing out.
And of course that can stall when the price stalls and whatnot,
but right now it has been a very good game,
but they're not alone.
So Bitminer,
Tom Lee's company,
Tom Lee just came out with $500 million
that they bought.
That's enough to put them,
they flipped Coinbase and ETH held.
They now hold
$163,000 ETH worth about
$500 million.
So SBED also benefits
from Bitminer
going out and buying ETH
because it pumps the ETH price in theory.
So these two are going to keep badly.
And they're probably not going to be the only ones.
And our website here, Strategic ETH Reserve.
I suppose he hasn't updated yet, but they flipped to the ETH foundation.
This is insane.
So they're now the number one holder, which I think also adds to their marketing campaign to the ETH Foundation. This is insane. They're now the number one holder,
which I think also adds to their
marketing campaign, to the weight of it.
I really like what
Mando said about how long
strategy has been doing this, how long MetaPlan
has been doing this. It really feels like
we're in the infancy
of the ETH.
Yeah.
100%.
That's definitely happening.
Just a reminder
because everyone wants to tweet that today
that this will probably age bad
in like once the cycle's done
and those treasury companies
are going to,
a lot of them are going to blow up
or bullshit,
but it's so funny.
I woke up today
and everybody wants to remind people of that.
I made a post making fun of it earlier.
Everyone's like,
yo, this is not going to last long.
It's not going to end well.
Everyone's going to get wrecked.
All these treasury companies are spinning out.
We know that.
Right?
I feel like it's kind of obvious, no, guys?
People say that about Saylor too, right?
I think that's too broad of a statement.
Are you going to stand on a platform and say strategy is going to get wrecked?
I know. That's the thing.
I feel like Lubin might be able to pull us off.
It doesn't mean that
the 10th hype
corporate treasury company is going to make it.
Yeah.
Until we're not
desperate to find out the next treasury company
before we know about it, that's when it will stop.
But like, I just think that these are now these vehicles themselves are like ETFs by another name, depending on the funding.
Some of them have done this equity self-funding that we saw to assault strategies.
Some of them have done debt, but the large majority of recent ones have been these sort of like um perp style uh equity style holdings so
they're more like etfs but the etfs which sometimes can trade at a premium and like
people just want to speculate so uh it feels as though yeah it feels as though it's going to
continue i i i wouldn't call this to end soon it It will be probably the demise down the line
if people start using debt
and they start reaching for it even more.
But now, particularly with ETH,
I think people want to pump something.
You know this in Tradfire, right?
They've got something they want to pump
and they'll realize that this has got enough of a narrative
because BlackRock and ETFs are all in on it.
They're behind it.
And it's just kind of a really good time for ETH
being a bit more commercial-minded from the top.
So I think Solana will have a very similar sort of move
at some stage as well.
I do.
But right now, I think it's ETH.
The move I'd be looking for is when BlackRock decide they want to launch a Solana ETF. Yeah, because none of the bigger ones have yet, right?
We're not there just yet. Fidelity have. Fidelity has? Yeah, Fidelity's the one, sorry.
But we haven't gone like Bitwise, all those ones. BlackRock's the main one, right? I think that's when you know.
Yeah.
If BlackRock did, they would tell me that, you know,
and it probably wouldn't be exactly then.
It would be six months after then.
Like, they want to pump the narrative.
Okay.
That's interesting.
Well, I guess we shall see where that takes us.
But right now, the market's looking good here.
Bitcoin's, oh, no, we dipped with where that takes us but right now the market is looking good here. Uh, bitcoins. Uh, oh, no, we dipped 120.9k
ETH is uh
3029 solana is like 165 and the rest markets i'm looking that bad and dogecoins at 20 cents
We'll see what that moves um farquhar 130s
pepe about 520
Um, and a bunch of other stuff
is doing great. So with that, Tyler,
let's go to you. And I have a feeling we'll have to
talk about this pump thing because, you know, token
must be coming soon here.
For daily NFT
and crypto analysis.
Tyler,
on FOMO, our calls to
KitKat.
Yeah, folks, crypto major is very green this morning.
Bitcoin smashing through that $120K level, currently up 2% of the day, $1.2900.
ETH, 3030 up 1%, solo up 2%, 166.
Some of the top movers, Algo, Swee is up 14%, Jasmine and Uni is up 12% as well.
Bitcoin flipped Amazon stock in this move, become the fifth largest asset in the world. So that was notable. The Bitcoin ETFs, they posted back-to-back $1 billion days
on Thursday and Friday of last week. We also saw their ETF, ETH A, post over 600 million inflows,
sixth on the overall ETF. That's the first time in that break. So some big flows there.
The U.S. House of Representatives starting crypto week today,
with the House likely to vote on that market structure bill,
the stablecoin bill, and a bill banning CBDCs all this week.
So that's going to be some big headlines out of Washington.
And then Tether announced it's going to drop USDT support on five chains,
Bitcoin Cash, Algorand, Kusama, Omni, and EOS.
In corporate treasury news, we talked about a bit that Sharplink acquired 16,000 ETH from Galaxy on Sunday.
Strategy bought another 4,000 Bitcoin, 500 million.
MetaPlanet bought another 800 Bitcoin.
Upexi raised 200 million to buy more soul.
And in the biggest news this morning, Sonnet Biotherapeutics, Sonstock,
they announced 888 million in a business combination to form the largest hype treasury.
And they're expected to open up with $12.6 million hype.
That's about $580 million worth.
So that was the biggest corporate treasury news of the day.
In token, airdroping protocol news, Pump Funds sold out at $600 million ICO pre-sale in less than 15 minutes on Saturday morning.
That Pump token
trading on Hype Perps
right around, let's see,
$5.9 billion or so.
It's done about a billion in volume
since it's gone live. So serious
volume on that token pre-market.
Now we're waiting for when it will go live.
No concrete info
on that just yet, unfortunately.
We had Yeet crossing $250 million
in lifetime volume. Shout out to Yeet.
Project X teased its launch happening at
10 a.m. Eastern, so that should be live. We haven't had a chance to check
in on it. That project
from the PacMoon team over on
Hype EVM. Myriad launches
in-play predictions for the first time
in the MSI.
And HeyAnon airdrop
tokens to eligible kaito yappers so if you've been yapping about hey anon go check that out
we're on this out ai market was about even on the weekend 10.7 billion meme coin leaders were green
on the day spx was up 10 that was a big mover pingu closed a huge week up 85 percent reaching
the crypto top 50 got the 2.6 billion6 billion FDB. Mog was another huge winner
of the weekend as well. Just in general, a nice meme rally. Rekt, also 50% off that Binance
airdrop sell-off, hit 185 million in a new all-time high. Shout out to the Rekt homies.
In NFTs, Pudgy Penguins up 50% from Friday up to 14.5 ETH.
That was a pretty big move, especially with ETH popping alongside.
We had Coinbase change their PFP to a Pudgy Penguin on Twitter on Friday,
perhaps sparking that rally.
Don't look now.
Ordinals are popping, folks.
Ordinals up big.
Nodemunkey's up 60%.
Prices on scene, right?
Prices on scene since.
Yeah, you don't want to zoom out on those charts.
But at least some green on the board over on Bitcoin.
And that's it.
I'm going to hit the breaking news button here.
Because it's pertinent to something you talked about.
Right now, you can check the full-hour chat to get ready.
But I'm going to hit the breaking news button.
This just in.
Rub Radio. Breaking news. ready but i'm gonna hit the breaking news button this just in rub radio breaking news the pump
token is set to go live for trading today at 12 p.m eastern standard time per kucoin email send
out people started receiving their tokens actually i got mine i just checked the chain uh tyler so it
appears that pump fun pump will be live for trading today at noon.
That's in less than an hour and a half.
And I just sent you a screenshot also of my soul scan.
So it appears that I got it.
It's there.
So you just got your tokens?
So I don't see it on Phantom natively.
But when I – oh, I see my tokens.
They're there. they're in my wallet
they're not just not attributed a number yet so they are there uh i got them
nice i love quite a lot actually so and to be clear you didn't have those yesterday no
okay they just got here let me actually tell you when i threw it in transfers i got them exact oh sorry
i got them 23 hours ago so they got airdropped to me 23 hours ago on chain so that makes sense
you got them yesterday and they trade today because they can't wait too long once they're
airdropped right just gotta trade someone burned like a good chunk of theirs yeah you gotta be
needed to do that but let's talk about this you know we're now we're on topic saturday i did what i did exactly what i said i would do on
the show i i was there on friday gonna make for a better clip i told you guys i'm gonna allocate
about a hundred thousand dollars to the pump from pre-sale uh on the morning of i was ready to go at
least a few multiples higher but for some reason tyler i got cold feet which i regret but it's
okay you know what i could have should should I? But I did it.
So I participated in the, in the presale.
Um, the first 75%, it was very slow.
It was buggy.
The website was broken for me.
It was saying that didn't KYC, blah, blah, what I did.
Uh, and all of a sudden it came through.
And so I was able to buy in, but not only that, because a lot of people say, oh, you can buy in inside of this, inside of that on the pump on native website.
Remember you and I were talking about it from 75% to a hundred percent. You, oh, you can buy in inside of this, inside of that. On the Pump Fund native website, remember you and I were talking about it,
from 75% to 100%, you had time.
You even had time to bridge more because the bridges are so quick now
and keep buying.
So it was quite a sellout.
Under 15 minutes, again, as expected.
We talked about this on the show.
If you were on Myriad, if you didn't want to participate,
we told you all it's a free market under an hour.
And a lot of Myriad markets predictors eight on that one.
But it looks like it's going to be trading in about an hour and 20 minutes.
Tyler, what do you think here?
I know you were long on perps.
What's your vibe?
Yeah, so it was – talk about the sellout first.
So I thought it was going to sell out on the gun. It looked like it was going to um perhaps it was some of the website bugging out like you got that
message you kept fighting through i think some other people perhaps maybe maybe didn't fight
through it uh so so they didn't get their funds on board it sold out on the the central exchanges
in like 30 seconds and there was a lot of f. A lot of folks did not get their buys through.
I know several folks firsthand who tried to buy through.
The Bybit stuff is ridiculous,
Tyler.
It's,
I think it should get called out.
Like it's fucking terrible.
And they,
they gave people like $20 vouchers.
We're sorry.
Can't even do for McDonald's 20 bucks nowadays.
so like that is relevant because those people,
if they still wanted to access,
either had to go long on hype perps or they're saving their money now for launch or maybe they're going to sit out right
those are the three outcomes i think if you're about to participate there i think you're going
to participate now that's my my take i think people wanted to buy pre will buy post i think
anything under 10 billion dollars is free and i think this is going to 15 billion dollars at least
those are my targets i will be trading it and selling it I'm not trying to become a community member but I think it's
goodbye uh I think this here is still a good buy even if it goes lower yeah there's been a lot of
support right at this level I've been watching it over the weekend I still have my long on
um I have I think my target if it goes to, I think
your call of 10 to 12 is possible.
I think it's probably
going to take a lot more. It's going to take some announcements
I think to get there. I would not
be surprised at all if on the token
open, it goes to 7 to 8.
I will be
thinking about taking some off at 8
if I'm being honest.
I'll have to see what other information is out there regarding
the token, if it gets there. I struggle to see how this would go below
the $4 billion ICO price, given the demand
of that number. I really struggle, unless some FUD or some
big announcement comes out that changes the direction of what we know about.
I think it's notable in how the sentiment has shifted.
I've even seen critics kind of come out and kind of change gears or at least be more objective
and say, okay, this is still one of the best crypto businesses ever.
There is demand for these types of protocols.
You still have the thesis of the funds who want to bet on the meme coin game,
but don't want to bet individual memes.
How do you do that?
You bet you buy the picks and shovels.
And this is still like the hottest,
shiniest picks and shovels play.
That's a strong thesis.
Just quickly,
the calls for the death of the meme coin super cycle
have been greatly exaggerated.
Brother, brother, brother, brother. I was told Farquhar was dead. the death of the meme coin super cycle have been greatly exaggerated. Brother.
Brother. Mames are hot.
Brother.
Brother.
I was told Farquh was dead.
Do you like my lines?
I have two lines now
because I couldn't decide who was right.
It was either Rookie or me
because the first line on top is Rookie
and the second was mine.
And I decided to opt for both.
And actually, they make sense.
You see?
And I was told Farquh was finished.
Actually, even Whiff is good.
I mean, I'm not going to talk about the ETH memes
because it's really a soul meme that people were hating on SPX, Malk.
Pepe's kind of mad, but Malk is insane.
SPX is insane.
I was told it was over, Tyler.
What happened?
It's not.
And it seems like there is demand.
And if you look at the top movers from this past
week when Bitcoin smashed
to an all-time high.
Let's go look at that.
Let's go seven days.
Top 100. Oh, Pengu. Look at that.
Will you look at that? A meme coin?
Yeah.
Meme coin's number one. Actually, a lot of alts, too.
I mean, yeah.
This is how you know.
I mean, this is recent.
But I think you're in the top.
I don't know your filter,
but Mog is also fourth on my list.
Yes, I was on here, top 300.
So if you zoom out more.
Wow, Mog.
Even Turbo.
Turbo is still there?
So there's
memes on the list.
And anecdotally, a lot that were down have rebounded pretty quickly.
Let's look at the meme chart.
Let's look at the meme chart, Tyler.
Let's cut the meme chart.
Where is the meme chart?
Then the next one.
Yeah, just expand that.
How do we expand the other area?
I was told this is dead, but it's been up only for the last seven days.
You know? Wow, it's up
20%. I mean, Doge was a big part of that
move. Doge is starting to show some signs of life.
But, oh, I mean, that chart looks good.
I'm sorry, bro, but if I look at this
chart, I'm telling you that chart
looks good. Yeah.
It looks like the Pepe
Mog Pingu chart. It looks like the Pepe, Mog,
Pingu chart. It looks like it wants
$160 billion.
Mute chat.
What's the path to $160 billion?
So you probably need
Doge.
You need something
to a serious level.
Probably Doge.
Doge is 50.
Remember we talked about
on the show last week.
Don't forget that
within two weeks,
Doge has gone 17 to 48 bill.
And that was in November 2024. So it was not even a year ago. So it could the show last week. Don't forget that within two weeks, Doge has gone 17 to 48 bill. And that was in November 2024.
So it was not even a year ago.
So it could pull it off again.
So Doge 50, Pepe 20, Farquhar at 10, Pengu in the 5 to 10.
Like those are enough to get this to 160.
You know what I mean?
But we're talking now like peak froth there, right?
Like you've got to be something.
Yeah, yeah, yeah.
And I'm not talking about this happening in two weeks.
But people keep saying she went to whatever in two weeks.
Like, I'm also not going to take the side of it not happening either, right?
Like, it can happen.
Yeah.
I still think it's going to happen.
I'm going to stick to my guns.
I've been calling Mean Coin Super Cycle since early 2024 when WIFS started moving.
That Farcoin chart, man, it's been lagging.
It looks good, but it hasn't had some of these huge moves.
I mean, Pingu's painting 40%.
It hasn't painted a Pingu type move.
I mean, Pingu has really taken it.
Yeah.
Mog was crazy.
Yeah.
This is a proper breakout.
Looks good.
Farcoin is going to happen,
brother.
You know,
it's just going to,
it's going to happen.
And I feel like a lot of people still don't own it.
When it does,
it's going to go violent.
I think is my,
is my current read.
I don't know when,
maybe we chop more.
Yeah.
I don't know exactly what the catalyst is going to be.
We've been in this area forever, right?
Let's say the range is started.
Here,
let's say really that
120 range, it's really been here
for 75 days.
If you want, you can expand it here.
118, about 80 days.
When it's going to happen, it's going to happen.
It's going to break out.
It's going to break out.
I mean, quickly, I got to talk about Pingu. I got the hat on.
It's $2.6 billion.
I think it flipped bonk.
Let's go to the Pingu chart.
Fucking textbook
breakout.
And I'll be honest, I did not expect this.
I am not positioned. I don't think anybody expected an aggressive move like that.
I've got the NFTs.
I've got three of the big pudgies, but I did not.
I was not positioned enough in this token.
And man, it just went vertical.
We really haven't seen too many do this.
I mean, Rekt kind of did it off the bottom, but at a smaller market cap, to be fair.
Brand coins, baby.
Brand coins. I'm always kind of doing it. the bottom, but at a smaller market cap, to be fair. Brand coins, baby. Brand coins.
I'm always kind of doing it.
Yeah.
But it looks strong.
And they have the ETF looming.
And the penguins are popping.
All the new crypto businesses are making pudges.
They're PFP.
We got a new one on the way, too.
Because the mirrored one was the old logo. So we got to rebrand. I feel like we got to new one on the way too because the mirrored one is because the mirrored one was the old
logo so we got to like rebrand
we got to rebrand
so it's looking good look man this pump
what do you think like just final question
I mean it's really relevant
what do we think dude new and it opens
where
maybe one last
dip across the board
because like a lot of people may want to FOMO into it and sell some memes.
and then maybe one small dip.
Like where,
like what?
Farquing is going to go back to one 25.
Like,
you know what I mean?
I'm talking about this.
I think there's another dip because I personally waited until the very last
minute.
I sold some,
a few,
but I don't blame you.
Right?
Like I'm going to have to sell a couple things.
Maybe one little thing to buy some,
but it's not going to be in my soul.
I'm not touching Farquaad.
I don't blame you.
I want to play this.
I think there's going to be people
who want to play it on the launch for sure.
I think the big open question for me right now
is if there's going to be an airdrop at TGE to users
and how big that is. I think that's's going to be an airdrop at TGE to users and how big that is.
I think that's likely going to dictate sentiment and some of the early price
action, because in theory,
maybe it's better for ICO participants if there's,
if that airdrop comes later,
but I think there's also a chance that you're going to,
if the airdrop is too far out or too small,
you're going to get a lot of fun.
And then is that going to hurt early price action?
That's kind of what I'm thinking through here.
It's hard to really know.
I'll be honest.
I don't think this thing is going live at 12 p.m. Eastern today.
I'll be surprised if it does.
There's Windermute tweeting about it too.
Everyone's tweeting about it.
About it live?
About it going live.
Yeah, here, look.
They have the support, dude.
Here.
Here, what am I?
What do you mean?
OTC desk will be providing liquidity for pump on day one,
tradable chat, da-da-da-da.
So you're going to be able to buy it on there.
So you just posted that about 40 minutes ago.
If it doesn't go by the way.
I'm ready to get the show started.
Let's go.
What would stop it from going live, right?
We've got the airdrop yesterday, clearly.
23 hours ago is when we got our tokens.
I think the only thing stopping it is their comms.
Are they going to announce it?
Is the pump team going to come out and say anything about what they plan to do?
Are they going to do...
I think they're going to post it noon, right?
What does the utility token mean? Are they going to do an a think they're going to post a new one, right? What does the utility token mean?
Are they going to do an airdrop?
There's still a couple big questions out there.
Brother, I can't wait for that, though.
That utility tweet is going to hit crack in the 80s, dude.
The 90s, what's the meme?
Crack in the 90s?
90s?
That one is going to hit, bro.
I had a back and forth with B this weekend.
He's saying I'm off my rockers
for saying they're going to announce a utility and stuff like that.
I'm convinced they're going to.
I could be totally wrong,
but I don't know.
It was worth the risk for me.
I think they will. I think they'll do it in the first week, and if they
don't, there will be
disappointment and perhaps some sell-off.
And maybe
that's part of their plan is they want the dip.
I don't know.
I mean, usually you want the airdrop.
So let's talk about the airdrop thing.
A lot of people seem to be upset about a potential $200 to $2,000
maximum airdrop per person, but we don't know about that either.
I would be shocked if that's the case.
If that is the case, you're going to see massive fog across the board,
I think.
But they never promised an airdrop, though.
Sure.
Right?
Like, I'm of the camp of people that – okay.
It's tough because I'm also biased because I'm on my holder.
And so the airdrop just goes to people who never expected one and now feel like they're owed one and now are going to sell it, right?
Maybe they're going to sell it, right? Maybe they're going to sell it.
I mean, I think the other key component is
you need user loyalty right now.
They have a big competitor with Bonk.
True.
The Bonk on Launchpad.
True.
And they have to be in it for the long game,
at least a year, right?
The team doesn't get their tokens for a year.
So they're in the business of keeping their market share going.
Cause like if they,
if they lose the market share and never get it back,
tokens going to go down.
I mean,
that's my read.
So like that still matters.
And like,
I'm not sweating five days of market share changing,
right?
Like I need to see more like a month,
a couple months to,
to really say that bonkers come in and taken them over the top.
But if they piss off a lot of users with too small of an airdrop,
I could see those guys moving shop.
So I think they're going to want to avoid that.
And I think to avoid that,
they'll have the juicier airdrop for their power users.
It's my right.
We'll see.
Hopefully today. Yeah. yeah hopefully today i'm excited
dude i'm i guess i'm gonna be back at the desk at noon fucking cashed up and ready to go i haven't
felt that way i saturday morning i felt like i was waking up for an nft man in 2021 like i was
excited and you know what it made me even more bullish i was getting accused of crazy shit tired
like you're an insider you got you got skin in the game, this and that.
Like, you're an investor.
Motherfucker, I wish I was an investor in pump fun.
You know what I mean?
And I wish.
Dude, I can't even get Alan on the show.
You know what I mean?
Yeah, because people aren't following you or the show.
And none of your words have made it come across that you had any kind of...
And then someone accused me of pumping pumps. Apparently, like like the whole $600 million sellers, thanks to me.
I mean, yeah, I mean, I do, I, I guess, I mean, they do have motion, but like, you know, maybe
not $600 million worth of motion. If so, we should do a $600 million Myriad ICO. Um, thank you for
understanding, but you know, I'm excited, dude. I'm genuinely excited. I want it to do well.
but you know i'm excited dude i'm genuinely excited i want it to do well and i want bunk
to do well i want bunk i want bunk to go insane i want useless to go to billions i don't even own
any you know i mean so i think it's not like one or the other yeah it's just like how i'm rooting
for bitminer and sharp link aspect to battle like i want these two to battle to the top i want them
both be successful yeah i think it's good for everybody. And this is a major ICO.
Like this is internet capital markets.
Like a crypto native company just raised $600 million and a $4 billion valuation.
Like you should be excited by that.
Yeah, dude.
Absolutely.
It's the largest ICO since 2017.
So very excited about that.
And yeah.
Anyways, well, we talked a lot about a lot of things today.
Maybe some topics we'll have to move to tomorrow.
The code today was pump again, by the way.
P-U-M-P, if you're ready to go to the yeet.
Is there anything that's really important
that we can't touch on?
Two things real quick.
One, the crypto week.
The quick TLDR on that is the House of Representatives
in the US is going to vote
on three bills.
The Clarity Act, which is the market structure bill, the Genius Act, which is the stable coin bill, and the anti-CBDC Act.
So the latest reporting I'm seeing is that this is, like, they're going to meet today at 4 p.m. Eastern to have some real discussions.
And, like, they are expecting votes this week.
That is relevant because the Genius Act passing the Senate is really what kicked off some of those pumps in those crypto stocks.
That pumped CoinStock, it pumped CircleStock. And granted, Circle's given some of that back now,
but I think that is a momentum driver this week. Likely in the stock market, but perhaps
for our crypto tokens as well. So I think that's a big one to watch.
And then in this corporate treasuries, I tweeted about this.
This is a far out the risk curve thing.
And it's not totally developed yet.
This is for our hardcore listeners.
Yeah.
Robert Leshner has acquired 56%.
Of a company called Liquor House, LQR House.
They have a stock that's trading
around $6 or $8 million.
Shh, don't tell anyone.
And he filed a form with the SEC
sharing his intentions
effectively to vote out the current directors
and to pursue strategic alternatives.
disclosure, I own this stock.
I saw some speculation of this on Friday
and I bought in and I bought some more today.
This is,
Robert Lester has come out and said himself that he's not
sure he's going to be able to pull this off.
So this is a very
high risk.
This is like a shit coin.
This is like a shit coin.
Look at the market cap
it's absurdly low
so understand what you're getting into
in a game you're playing
but the whole thing about the crypto treasury
is everyone's like we want to find it before it
we want to find the next one before the announcement
this could be the call
this could be the call
keep your expectations low
it's a DGN crypto treasury stock boy
I have to say
I respect it dude
Fucking share the thing
Who cares
Like liquor house
I can't buy stocks
But I did send it to a friend
When you sent it on Friday
And he's up 70%
75% from my entry
Sorry
He's gonna get me some drinks
Next time we go
This easy for me
I just share the calls
And I'm like
You buying drinks next time
And I go
And I go to somewhere expensive And I pick you know The most expensive mart for me I just share the calls and I'm like you buying drinks next time and then I go and I go to somewhere expensive
And I pick you know the most expensive martinis and I just get fed, you know
It's fair if my fuckers making thousands of dollars or five five figures on me
You know at least he could spend like five on a box on the night with me, right?
That did not sound like I wanted to sound anyways
That's I like it I'm already I'm fucking hyped now for the pump fun shit
I gotta go
I got some tokens to sell
I gotta get ready for the
I also got like a million meetings to get to
Let's do the giveaway
Okay another meeting just got placed in my schedule
Amazing
Alright let's go
Let's do a quick Plinko for the people
so that we
can get it going. I've got to turn my airline on.
Go for it, Sims.
Pick a winner.
Top K.
Top K.
Top K Top K Top K
Sugar
Sugar Pune, we've had him quite a few times on here
Really?
In the previous
Good to mention that
Sugar Pune, are you in the chat?
You don't need to come on the stage because we're just going to do
a Plinko for you today That might be his third win across the entire life since he's been
listening to us good for him wow good for him yes sir there he is he's in the chat he's in the chat
okay let's plinko him because i got a meeting well you're in the same meeting as me in one minute um
so quickly as well for anyone else listening we are chasing subs on the channel because we want
to get partnered we need 10 for the tick and 25 for the partnership.
I know it's $5, but if anyone can chip in with their subs, it's building 25 emails and paying for it.
Hey, all the people who want some fucking money on the stream, maybe put $5 back into us.
I can see that shamelessly, right, Sims?
And buy us some subs so we can get the tick and all that.
It's important for the growth of the page.
It's important for the growth of our brand and of our mission.
Anyways, the bigger we get, the bigger Myriad gets.
And if you participate in Myriad, the bigger she gets down the line.
Speaking of Myriad, we're killing it, Tyler.
But let's talk about it tomorrow.
Because our volumes, everything's up a lot.
So Sugar Punies here. Let's plinko
this guy. Let's do,
I want to do different. So, congratulations,
you just won $500.
I want to do,
I want to do Turbo Mode.
I want to do $500.
So, here's what I want to do today.
I want to do $500. We're going to do a bunch
of balls. Let's do $500.
Turbo Mode. I like that.
I know you love that.
So is that good?
Wager amount?
$1 to $1.
Right?
Like this.
Oh, it's $250 max?
No, that's going to be $25,000.
Do $1.
Sorry, guys.
All right.
Then we have to turbo mode.
$4,167 here.
Let me take a screenshot for the chat.
I love this mode you get 500 shots hitting that thousand one boom
there we go there we go
give him a thousand x give him a thousand
x give him a thousand did you put music on
the plane what the fuck is this
it's on the middle
go go that way or that way
come on
oh oh oh, oh.
Some 9X.
4X again.
He's getting...
26X.
He's kind of cooking right now.
He's kind of cooking right now. It was $4167, so he's still up.
It was 4167, so he's still up.
He may make $1,000.
It's not that bad.
He's only down $20.
That's a lot of balls.
That's a lot of balls. This is endless, bruv.
What the fuck, guys?
Guys, this is Turbo Mode, or what?
Oh, another 9X.
Oh, he's not looking great, but he's about to make like 900 bucks.
980 right now.
Dude, what's going on? It's endless.
Oh, oh, 9X.
Oh, there's one on the right, there's one on the right, there's one on the right.
No, no, it came back.
Oh, 9-4X1.
Dude, what the fuck is going on?
Guys, is this thing broken?
Oh, there's still 100 balls left?
Oh, my God.
Was this Tyler's idea?
I stepped away.
Was this Tyler's idea?
This is endless, dude.
Oh, oh, 26X.
What's 26 is?
Okay, this is for... Oh, look at the right one. Look at the right one. Look at the right one. Look at the... Oh, son, 26x! That's what 26 is. Okay, this is for...
Oh, look at the right one! Look at the right one!
Look at the right one! Oh, son of a bitch!
Oh, oh!
Okay.
Well, he only lost 22 bucks.
So he made $970.
Some shit like that.
So congratulations
I forgot who won
Something Pony
Sugar Puny, sorry
You won about $900 on today's show
There you go, there you have it
With that, with that, with that
We'll see you all tomorrow morning
10am, Easter, 7th time for another episode of Film Hour
On Rogue Radio
Let's go go. Thank you. Oh shit, I gotta end the show.
Hold on on this phone.
Why is this phone once again? Bye guys. Bye, bye, bye, bye, bye, bye, bye.
