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FOMO HOUR: BIG WEEK.
Recorded: July 28, 2025 Duration: 0:57:51Space Recording
Short Summary
The crypto market is witnessing a surge in NFT activity, with notable growth in token prices and significant fundraising events. Key players like Galaxy and BitDigital are making headlines with major Bitcoin sales and capital raises, while trends indicate increasing institutional interest and engagement in the NFT space.
Full Transcription
Thank you. Thank you. you loading uh oh now i'm now i'm ready that's me that's me now you're voting right i wrote in
tyler good morning how are you doing today i I'm good. What a weekend it was.
Not a whole lot of news, but a lot of NFT action.
It feels like NFTs are like the weekend runners these days.
It's coins Monday to Friday,
and then when TradFi closes Friday evening,
it's the NFT DJs taking over.
That's kind of how it was last cycle, no?
Like it was kind of weekend play.
We had the Thursday to Sunday cycle.
You could set your clock to it.
You wanted to buy on Thursday afternoon and sell on Sunday.
Oh, there you go.
I fixed my thing.
Here, you can mute me if you want.
We are back.
We are back.
Let me check, check, check.
One, two, three, four.
Before.
Can you guys hear me? Yeah, yeah. I think check, check. Perfect. One, two, three, four. Can you guys hear me? Yeah, yeah.
I think, check, check. Perfect.
Perfect. Yeah, you're right. It looks like NFTs are running on the weekend, and you absolutely love
to see that. They're also more
fun, as you all know.
And actually, they get a lot of engagement
lately, man. NFT, Twitter,
NFTX, whatever. It's kind of back
right now, I would say. There's a lot going
on in that sense. Danny's turbo bull posting right now, I would say. There's a lot going on in that sense.
Danny's turbo bull posting right now.
It's like, damn, they haven't seen that in a while.
Everybody's all over that.
And the NFT bots go, brr, dope.
I did see some people sweeping hash max this weekend.
I know how I feel about that one.
But I thought it was a funny one.
Anyways, today on the show,
I finally got my camera out. I have to say, I'm not used to the side camera shit
because I'm used to looking at my,
you guys.
But if I look here,
you guys see me better.
I died.
There you go.
I'm not used to this.
I'm not used to this.
So I'm going to have to,
Sims,
this is not going to work.
I'm going to have to buy a better arm for this.
Cause I need my,
I need my camera here.
It's really fucking with me.
After like three years like this,
this is definitely weird. weird anyways let's see some
retweets let's see some love we are live on kick
we are live on kick as well as you guys know
DJN's live on kick make sure you sub
and we're like we're like beating
records the speed at which this kick is growing man
we're almost like partner level whatever it is
I forget but anyways things are looking
really
really really good anyways so the other show
markets news Yit giveaway.
We gave away a lot of money last week.
I wouldn't be surprised if it was on top weeks in terms of money we gave away in the show.
And then this show is powered by Wallet Connect.
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Tyler, let's go to you.
For daily NFT and crypto analysis.
Tyler D on FOMO.
Our calls to KitKat.
Great ambassadors.
Yeah, folks.
Crypto majors.
Green this morning. BNB actually leading the way.
So Bitcoin's up a percent, 118.7.
We've got ETH up 1%, 38.50.
Solana, let's see, up 2%, 190.
And then BNB up 6%, 847.
And another new all-time high.
Cake, optimism, SBX were top movers on the day.
In headlines, we had Trump announcing a trade deal with the European Union set to go through.
It's not officially confirmed just yet.
Along with a 90-day pause on those China tariffs, extending that pause another 90 days out.
So that led to a Sunday night rally in the markets.
The ETFs, $450 million in net inflows on Friday,
capping off a $1.85 billion a week.
We had Galaxy, huge news on Friday.
They officially completed one of the largest Bitcoin sales ever,
moving 80,000 Bitcoin, $9 billion from one holder who bought back in 2011.
So that deal is now done.
Incredible.
And then options traders, the bulls are liking this headline.
They're pricing the chance of ETH hitting 6,000 by December at 30%.
That is up from just 7% chance a few weeks ago in early July.
A lot of treasury news.
So we had BitDigital upping their latest share offering from $340 million to $1 billion to buy more ETH.
They're going to be big buyers.
Sharplink, SBET, they bought another 77 000 eth cut down
weekend and now hold 438 000 we had tom lane a bit minor he actually shared a video outlining
his specific plan to get to five percent of the eth supply so he means business mara raising another
950 million to buy bitcoin and then someone Saylor, coming out saying they did not buy last week.
So all the Bitcoin buy action
last week did not come
from strategy.
Bullish.
In airdrop and protocol news,
a little bit light,
we did see Zoomer
running with the headline
that pump incentives
might be coming soon.
We have not seen anything official
from the pump team.
That comes as Jupiter
has now flipped pump
in Launchpad market share. Pump below 10%. has now flipped pump and launch pad market share.
Pump below 10%.
Damn.
With over 70%.
That's crazy.
And then Ben Pashnak introduced a new flywheel
for the Believe App ecosystem,
including burn, airdrop functionality,
buyback slots, and more coming soon.
So we'll see if that moves the needle.
Rounding this out,
AI market cap pretty much even on the weekend.
Meme coin leaders were largely even as well.
SPX is the top mover from the notable memes, up 12%, 225, new all-time high.
It was the weekend of Rekt.
Rekt briefly hit a new all-time high at $500 million on Sunday.
It has since retraced a bit.
But, man, what a run that token has been on.
Zora jumped 300%, closing in on $900 million, closing in on a billion.
Vine was a top mover as well.
Apologies for that.
In NFTs, round this out.
ETH NFT leaders, very green led by Punks.
Punks 52 ETH, $200,000 floor.
First time eclipsing that level since April 2022.
We also saw Aeons, S seals moonbirds hash mass sore 300 big
action across the e4 but it wasn't just e bitcoin nfts closed a huge week ordinals node monkeys are
up 70 percent omv up 30 puppets up 20 separate wizards up six percent and some action on the
slot nft board as well this NFT action, it is across chains.
Ordinals, did you say?
Ordinals.
Did you say the O word?
I'm looking at the board. How are my runes doing? Oh.
Pups, back to
price
unseen since last
week. You said there's an echo?
I don't hear an echo. Did you guys hear an echo? Check.
I think it's gone now.
Wait, it's when I'm talking.
Are you still connected to the road?
You could be. There you go.
That's happened to me before. Yeah, because I
replaced you. So there you go.
There you go. All right. So the quote today
for Yeet is Myriad. M-Y-R-I-A-D.
We are on pace to not only have our best month
ever. I mean, sorry, we already had our best month ever.
We beat that four days ago, but we're on pace to not only have our best month ever. I mean, sorry, we already had our best month ever. We did that four days ago,
but we're on pace to hit $2 million of volume
on this month, Tyler.
So we're getting some traction.
We're getting some traction.
I don't know if you guys saw this weekend.
Now when you go to Myriad,
you get served the biggest volume markets
right off the bat.
And so it's really awesome to see.
Anyways, we should...
I know there's something in front of my camera.
We're still setting it up, y'all.
We're still setting it up.
Tyler Orton, as you said, I mean, look, I was looking at him as well.
It looks like they're – I don't want to jinx it.
They could be somewhat maybe potentially hypothetically breaking out in this weird price range they've been for months.
Like I don't remember last time I saw Puppets over 0.04.
You know what I mean?
Like, genuinely, like, that's like, it was always 0.04 back down to 0.03.
0.04 back down to 0.03.
Now they're finally at 0.05.5.
And Node Monkeys, you notably bought one,
so we will have to make a bullish video on Node Monkeys for the next half an hour.
You know, I saw they're at, like, 0. 0.077 and it was a hundred thousand dollars sale
that's pretty impressive it was a big weekend across the board i think node monkeys are leading
the rally yeah they are so these things were they were down below 0.03 bitcoin damn so they are up
over 100 off the bottom um i saw the action over the weekend and then i saw folks like udi were
talking about so udi's been kind of bullposts and tabbed wizards
but he was also throwing node monkeys in the mix
which kind of surprised
me a bit to see him including
that and I just in general I saw
a little bit more chatter on node monkeys other than the
other NFT collection so I bought one and then
right after me
this other whale came in
and bought an alien for 0.85
Bitcoin yeah Kev $100,000 buy and that's what sent off this other whale came in and bought an alien for 0.85 Bitcoin.
Yeah.
Kev.
$100,000 buy.
And that's what sent off the run.
So then the floor got swept all the way up to like,
eight,
maybe a little bit higher.
Reminder on how these Bitcoin sales work.
It takes 30 minutes for these things to clear.
Is it back to half an hour?
I was just in there waiting.
I didn't want to post about it until it cleared to make sure no one sniped me out of it uh it is it is an experience i can say
that now does this rally have legs i think that's the big question i think there's a broader
discussion right now on like how real is this nft rally across chains um for me, I think the Punk's rally is real.
The Punch
rally is a rally in a
few other collections. I think the
Pudget Peein rally, very real. I think Moonbirds,
very real. Very real.
The question is, is everything else just
catching a speculative
bid, a rotation bid,
so to speak.
The jury is still very
out on that.
I think people like ordinals.
When they're pumping, I guess narrative
follows price action. When they're pumping, we all
love them. When they're selling off,
we couldn't wait to get rid of them.
People want ways
to get more Bitcoin.
Tyler? Are we going to call them beta? and people want ways to get more Bitcoin. No. Tyler,
are we going to call them beta?
I don't think of them as beta,
I guess.
I know what you mean, though.
Yeah.
I personally just always like known monkeys the best of all these.
They're nice.
So just grabbed one. Nice huge bet. I also just had like . monkeys the best of all these. They're nice. So just grabbed one.
Nice huge bet.
I also just had like 0.07 Bitcoin kind of laying around in this wall.
It's like, well, I might as well put this to use.
I don't blame you.
I don't blame you at all here.
So that's fine.
So that caught a move.
I mean, we're talking about NFTs.
We may as well keep covering them.
You said Moonbirds.
I saw they caught a huge bid, dude.
Yeah.
So we had Spencer on when he announced the
acquisition of moonbirds and they were trading at like 0.7 yeah 0.7 0.6 0.7 now they're 2.6 so
up a full three three and a half x and you had time to buy them below one eighth plenty
um so this i so i'm i kicking myself. I'm out of position.
He came in June.
He was around here.
He came around June 20,
like a end of June.
So plenty of time to catch this one.
This seems to be like the new runner of the,
the lower tier.
I can't recall it low tier.
I mean,
these are $10,000 in a tease now,
but they've flipped Izuki
in this run.
Now, they're kind of... You have Punks
up top. You've got Pudgies
and Bored Apes in the mid-tier
in the PFP space.
And then it's
Moonbirds and Miladies.
Miladies are still about 10-15%
higher than the... Punks 200k.
But yeah, this is the big head. I mean, kind of buried than that. Punks 200K. This is the big head.
We kind of buried the lead.
Punks crossed $200,000.
We've got an NFT price for it.
This is the first time they've eclipsed $200,000
since April of 2022 before the other side met.
Whoa.
We are back to pre-other side prices, y'all.
That stood out to me when I looked at the chart this morning.
And that is a parabolic rise.
That is parabolic.
And before I was like, ah, but they're not rising in ETH, but now they're actually rising
in ETH too.
Like they were stuck at that 43 ETH mark forever.
Like ever.
It was kind of annoying even.
It was so stuck.
But now they're higher.
Everybody's kicking themselves from having one.
So there's that.
And then the other – and I see that moved heavy.
So we don't know if it was a wrecked guy, right?
Wrecked was a huge mover as well.
I think they hit 1.35 at peak.
I'm seeing a 1.17 right now.
Yeah, a little – this morning everything's cooling down a bit.
They were – let's see.
They were 0.7 midweek. Let's see
where they were at a month ago.
Yeah, so they were
at 0.4.
I did some
basic analysis on the Pudge
NFTs and the Rekt NFTs, how they compared to
the tokens, basically
since the April lows.
And not a huge surprise.
The tokens have outperformed.
I think the REC token is up something like 13x.
The NFTs are up like 5x and similar on the Pudgy.
So the token's up about 2 to 1 off the NFTs,
but the NFTs have done very well. I was expecting it to be more lopsided to the token.
And definitely seeing the catch-up side on the NFTs.
But huge move in REC.
And the thing is, for E natives 1.17th may not
sound like that much but that's four thousand dollars forty five hundred dollars they briefly
hit a five thousand dollar floor yeah that's real money like uh these are five thousand dollar
collectibles yeah they're real.
Pudges hit $60,000.
Wow.
What are apes that?
I haven't looked at apes in a long time. They're like 12.4.
So they're a couple points below Pudges.
Here's a stand volume.
But floor price.
You can't really put floor price.
I usually just go to discover tab.
Or volume.
Yeah, that's good too.
Moonbirds, wow.
That's pretty impressive.
Yeah, the apes are still in that 12.
I feel like everybody's kind of waiting on apes
to see what comes next, right?
They're kind of in wait mode.
I think for me, the big question is
how high are Punks going to go
and are we going to see a rotation?
I think that's the question.
Is the rotation right now to the Bored Ape though?
You know what I mean?
Yeah, I don't know if we're going to see a rotation.
Like the rotation is like
someone's going to sell something
and pick up like 20 Moonbirds.
You know what I mean?
Like people tend to do something like that, right?
Yeah, I can see that.
Or rotation to some of the
like Fidenza, Squ squiggles that type of thing
yeah possible as well but i do think punks are going higher we haven't really even seen the
treasury co's come in yeah we got our first taste of that last week i do think that's absolutely
going to happen i love them i love them. I love them.
200K.
Of course, you can actually get a nice punk within 10,
15% of floor right now.
Oh yeah.
I hope so.
200 grand.
Jesus Christ.
All the floor punks have been swept.
And then this,
then,
but that was,
I saw the Solana side caught a bit this weekend.
So that's a,
so it's across chains,
right?
Like you said,
it's a,
NFTs are catching and be it across multiple chains right like you said it's uh nfts are catching and be it
across multiple chains right now and you'll have to see that but that was a 3.6 sold not bad i mean
easy was on the show last week it was maybe a little it was about 40 percent lower so love to
see that and uh good for them anyway so let's go towards the news i believe this is a big week in
terms of crypto news potentially ty, especially when it comes to legislation.
Maybe not legislation, but the big crypto news out of Washington this week is the task force was
tasked with creating this plan for how they would create a Bitcoin
strategic reserve, among other things.
They had 180 days to do it.
That clock is up.
The report is finished
and it's going to be revealed on Wednesday.
So there's a real chance
we will see for the first time
if and how the US will be accumulating Bitcoin.
Depending on what that is,
that could be a bombshell announcement
or it could be somewhat nothing, right?
So there's a big range of outcomes on the table.
I don't feel like we're pumping
into that. I don't think there's a disappointing
outcome on the table, really, from my
point of view. If it comes out and there's not
really anything of substance
related to how
the U.S. would accumulate in a meaningful way
beyond just holding what they seize,
I don't
think that we necessarily sell off from that.
But if there are any surprises beyond something like holding,
beyond even mining,
I'm not sure if like I'm spinning up a mining operation really moves the
needle that much in terms of price action.
If there's anything beyond that,
I think maybe we see some,
some runs. What's also
coupling with that, I saw, so we know Saylor, he's doing that new stock offering. He's going
to pay the monthly dividends. That's going to be a $2.5 billion raise, I believe, for them.
He has fresh powder to deploy. I believe they report earnings on Thursday, and historically,
they don't buy the days leading up to that.
So, Saylor's sitting on his big pile of cash, potentially ready to buy Thursday, Friday, heading into the weekend.
So, setting up for perhaps a second half of the week rally here.
And then we also have FOMC and Powell on Wednesday.
I don't believe we're expecting rate cuts to come.
I'm going to pull up the odds here.
Yeah, it's 2% chance
of a rate cut. So basically
no chance of a cut, but
the key
will be his tone
and language ahead of September,
which is still priced at 63% chance
of a cut,
which would be a potential catalyst into Q4.
So we have FOMC, you have the crypto report,
both happening on Wednesday.
Say they're perhaps ready to buy as soon as Thursday.
I think that's the setup that has people calling for hire. And the calls for hire were loud over the weekend.
And we had Udi on on Friday.
Bob Lucas, one of our favorite
quants, he's saying
the charts are telling him 140K in the next
two to four weeks
before we put in a local top
and then cool off.
Sorry, the
rectum in the chat is so funny.
Caught me off guard there.
I want to talk about this Udi thing.
5 p.m. CST.
What does he know?
What kind of Mossad agent is Udi?
I think what happened was the, the CME futures opened at 5 p.m.
And they were in this contango situation where the futures price of the asset is higher than the current spot price, which forces them to buy.
And we saw significant buy pressure.
I think Bitcoin went to $119.7.
It basically shot straight from $118.
It basically shot a percent.
It went from $118.8 to $119.8 in about 15 minutes at 5 p.m. Central yesterday.
But now we're selling off.
We're back to 118. So we're selling off on the Monday market open.
I'm curious if we just kind of chop until Wednesday now at this point
and see what comes out of the report,
see what comes out of FOMC before we see any major moves.
Oh, it's finally FOMC.
Yeah. I thought it's finally FOMC. Yeah.
I thought it was September.
Huh. Yeah, we could potentially have a rate cut out, but again, just 2% chance.
Yeah. But even
ETH's selling off here, which is surprising because we know
everybody talked about ETH, but
SBET
crew has some funds ready to buy.
Yeah.
He's got cash ready to buy.
Joe Lubin, bro.
Joe Lubin's buying.
How much does he have now?
$450,000?
That was the report I saw.
It wasn't officially from then.
It was from one of the on-chain analysis accounts.
They said that Sharpling bought another $77,300 million.
And now they hold over $438,000 each.
So that's still $130 behind bit minor bit mine and tom lee so they've still got some catching up to do um s bet stocks selling off a bit this morning it's down a percent so maybe
they're selling shares the atm deal uh to raise more capital but we'll we'll see their official report tomorrow morning.
They typically report on Tuesdays.
So we'll see what their new official total is before tomorrow's show.
Okay.
I'm just saying, burgers wake up and we're selling off.
You know, Euro hours, they've been fun.
You know, I wake up nearly euphoric every day here.
You know, Farcoins 140 again.
Fuck SBX, break it out.
And then, you know, y'all wake up, Tyler, and here we are.
Bitcoin is really racing to zero right now, guys.
118.2.
It's over, you know.
So there's that.
Anyways, I think we should expect some volatility this week if Powell's going to talk.
We didn't even talk last week about that clip.
It's almost like it was an SNLs clip between Trump.
Oh, I didn't even catch it, but I saw people reacting to it.
That was so funny.
We don't need to talk about it too much, but that was definitely, that was definitely prime time television.
And it was freaking hilarious.
But anyways,
Tyler,
what else you got going on for us today?
Well,
B and B was just rounding out majors conversation here.
B and B went off again.
It's actually impressive.
Hit a new all time high.
I think it looks like it touched eight 60.
Wow. Which puts it at touched 860. Wow.
Which puts it at 116 billion FDV.
So it's ahead of Solana.
They're neck and neck.
It's ahead of Solana and market cap by about 15%.
FDV, they're about neck and neck here.
I believe people are asking what the driver is.
I think it's the Treasury Coast or perhaps front running the Treasury Coast.
Oh, my God. Windtree Therapeutics is or perhaps front running the Treasury Coast. Oh my God.
Windtree Therapeutics is going to buy up to
$700 million in BNB
after announcing a new $500 million
equity line. And then I saw another one
this morning. These are
coming out too fast to even
keep a list.
Yeah, I don't have it.
Saquon's, no.
I don't have the name of the company, but another one's going to come out
and buy $300 or $500 million as well.
Wait, I didn't realize that
in 2021, it went
from $30
to $690.
That's crazy.
That's what the
Hype Bulls are hoping for, right?
When you're buying to hype 30.
Have you seen this?
I don't remember that.
That's insane.
I wasn't deep in the B&B.
That is not.
That's insane.
It was in Jan Feb to 690, and then it pretty much chopped,
and it double topped like crazy.
That's a proper double top if I've seen one.
It went down then to 200 in 21 as well. Then right back
up to $700.
And then it shopped for the whole bear market
for like three years.
And now it's at
$835.
Man, CZ has got to be so rich
right now. It looks like it's going to go higher.
CZ has got to be worth $100
right now. At least like it's going to go higher. CZ's got to be worth like a hundred billion at least.
Yes.
Because also CoinStock
keeps going up
so that only brings
the value of Binance higher
because Binance is the largest
exchange in crypto.
Yeah.
CZ's got to be worth
like at least a hundred billion.
It would be interesting
to see the breakdown
but yeah,
he's got to be up there.
I mean,
Forbes has him at like 60 or 80
so he's got to be more.
You know what I mean?
Yeah. Like CZ... Especially after this move. I mean, he's got to be up there. I mean Forbes has him at like 60 or 80. So he's got to be born. You know what I mean? Like CZ.
I mean, what's the
Let's see what even the monthly move is
Net worth.
So 30% on the month.
So when did you interview him?
Oh, are you, wait, are you attributing the pump to me right now? I like that.
I just want, I remember looking at it up? I like that. I remember looking up his net worth.
I interviewed Trump.
Crypto went up.
I interviewed CZ.
CZ's value goes up.
I interviewed him in Abu Dhabi the first week of May or last week of April.
Okay.
So BNB was 600.
So BNB is up a solid 35% since then.
So his net worth is probably up.
See, the latest update has him a 72B as of the 28th.
So 23rd in the world today.
But like he's worth more.
We don't know how much Bitcoin he's got.
You know what I mean?
Like I don't trust these.
He can keep taking his meetings from bed.
It's fine.
He can definitely keep taking his meetings from bed.
Changpeng Zhao, bro.
Look at this.
He just.
Okay. So he's about to. Changpeng Zhao, bro. Look at this. He just. Okay.
So yeah, he's about to flip the Kosh family, bro.
Damn.
That's wild.
Is he going to be the first top 20 richest man in the world in crypto?
He probably already is there, right?
Technically, yeah.
On Forbes.
You know what I mean.
Like on paper or whatever.
Yeah.
Damn.
Then the question is, who else is going to be up there?
Well, we see more of this if there's a big blow-off rally.
So, I mean, what was CZ's target for the broader crypto?
10-trill.
10-trill.
So, remind us.
So, that's 2.5.
We're at 3.9.
We've had this kind of a rally, and that's still 2.5x higher from here.
Damn.
Crazy.
So if that happens, there's...
Man, Elon is far ahead of everyone.
Larry Ellison is back to number two?
Damn.
You know who's down a ton?
It's...
Where is he? He's down here ton? It's, it's,
where is he?
He's down here seven.
He was the richest man in the world,
like not long ago.
Damn.
No, no,
that's crazy.
That's the amount of wealth these people have.
That's actually,
you know,
Elon's net worth is like one 10th of the entire market cap of crypto.
Like, do you want some bull posting here, Tyler?
Give me a second.
We'll get back to regular scheduled programming, lads, in a second.
One, two, three, four, five, six.
Say, come on.
Four, six.
Like, that's seven, 900, trill, trill two, trill 3, Trill 6, Trill.
No, no, no.
Like the top 40 people,
like the top 50 richest people in the world
make up for like the entire industry of crypto.
Yeah.
If you put it that way.
Room to run.
Room to run.
Anyways, what else is running this week, Tyler?
Let's see. So I think we
hit a lot of the majors
here. I think what's not running
is pump market share.
In fact, it's going the opposite direction.
I sent you
one of the tweets. I'm not sure exactly what the
source is. I've been trying to find this. If anyone has the
source for the launchpad
market share. Yeah.
What do they keep using when it comes to like,
I'd like to see that.
And I don't know.
I don't know what that source is from,
but the latest number I've seen are pump is 8.3%.
In the past day,
overall market share.
That's bonkers.
It's 79%.
And then Jupiter
and their launch pads at 8.5.
So Jupiter edged out Pomp.
They're both 10x behind
Let's Bonk, which has total
dominant share right now.
It is
somewhat remarkable, I think. I think it's fair
to call it remarkable how fast
this is all flipped.
What's the website?
Oh, it's the Mobi screener, it seems.
Oh, Mobi's doing that.
I think, I think.
Because look, this guy, the Solana Post here on the left, Mobi Agent.
According to Mobi Agent, see?
All right.
So I think we can trust that relatively.
Yeah, I think it's a good gouge.
Yeah, I would trust it.
Damn, bro. That's not good gouge. Yeah, I would trust it. Damn, bro.
That's not even up to date.
Hold on.
Market share?
That's yesterday morning.
Okay.
Now, the other thing that happened this weekend is Zoomer,
the Zoomer field account, which is kind of a Watcher Guru or a Tier 10 style account.
Yeah, Zoomified.
They're saying that Pump is going to roll out an incentives program soon.
So what does that mean?
I don't think it would surprise anyone.
We actually saw the Pump token rip on the back of that.
So Pump jumped from...
Okay, fine, Tyler.
Let's see.
It was 2.5 to 3.
Put in a nice little candle.
What does that mean?
What does that mean?
I don't understand why that's...
I didn't understand the pump based on that news.
Well, I think for one thing,
people are just excited to hear anything from pump
because they haven't said anything
since they launched their token
and they sold $4 billion.
It's sold off the whole
pump already there's no airdrop so i think any kind of news people are going to be happy about
to me an incentives program is some kind of detail that if you trade pump tokens on their
launch pad and or on pump swap after graduation that you will be earning towards
an airdrop.
And if there's anything else, I think it's gravy.
Like if you're holding pump tokens in your wallet, a buddy of mine who we've been trading
in the trenches together for a while now, his theory is that as these launchpad wars heat up, it will be very hard to maintain market sharing.
The number one way to do it will be to pump their own tokens.
Because the real incentive in the meme coin trenches is hitting the runner that goes to 100 million, 500 million, a billion.
That's where the crazy gains are made, right?
So his view, the best way to do that
is to artificially create more runners from your launchpad.
I saw what you were saying.
I've seen Let's Bonk do that, right?
I don't have the data in front of me.
I think there's some level of speculation
that some of the Lens Blanc tokens
have been kind of punched by a Blanc.
We don't need to go down that rabbit hole.
But I think that's a fair thought.
I think there's some arguing
that's what's happening with Uranus,
which is the number one token.
With my what?
Uranus, the Jupiter token that ran to $60 million
over the weekend. And Blanc, we Jupiter token that ran to $60 million over the weekend.
And Bonk, we've seen Alan start to buy into some of the fun tokens as well.
His thesis is that will heat up.
If that does happen, it will make the trenches a little more interesting.
Yeah.
And that thesis makes sense to me, but there's no guarantee that that's what they're going to do
what is this website everybody keeps using
this is not Mobi
see this one is the same here this guy from June
anybody know listen to us
Solana Daily just used it
what is this link
what's the
is this
DeFi Llama
oh wait no It looks like DefiLama, but I don't think that's what it is. Is this DefiLama?
Oh, wait.
If anybody knows and can DM me,
I'm just curious.
It does look like DefiLama, right?
Yeah.
Anyways, it looks like, wow, Joop Studio.
Wow, dude.
I mean, second is not great, but third will be really bad.
I just don't know what this link is.
See, it's the same screenshot again here, July 23rd.
But nobody links where they get their shit in this space anymore. You know what I mean?
Dude,
this one, Launchpads
V2, what is this?
This is the website.
It's on Jupiter.
I think it's on Joop.
Yeah, I was looking around on Jupiter's website.
I couldn't find it.
Interesting. There's some secret hidden little't find it. Oh, interesting.
There's some secret hidden little, maybe it's Jup Studio.
I really got to figure this out, Tyler, now.
Now it's like a mission of mine.
I got to get the link to that thing.
Anyway, now it's like, damn, I got to find it.
Look, dude, I don't know, man.
It is Jupiter, but do you have the link?
Do you have – thank you, ChaosXBT in the audience.
Just link me, please. But Tyler, so there's the – I don't know how I feel.
I mean, they don't have to come with more than just an incentive program
come with more than just an incentive program because incentive means you have to work for it
because incentive means you have to work for it.
yeah um i do i do i do think though like i read the thesis online by some people this weekend that
Yeah.
like um that you have to like they're gonna want to pop their own tokens blah blah blah
i don't know um i bought some some uh some coins for the first time this weekend for fun like just
i was bored on the couch, whatever, watching TV,
and I sold them in two seconds.
And they were all bonk ones this week.
I noticed that.
Two or three of them, they were all bonk fun ones.
So I don't know what that means, Tyler,
but there's not too much action anywhere else at the time.
So I guess we'll see where that takes, guys.
Any other news?
Any news?
Any news?
I'm still a long bonk as a revenge trade against my pump liquidation.
And it looks like there was a fund, a large holder,
who just sold a $50 million bonk position.
So one of our favorite TAN was Bl blunt splints capital saying that bonk is
painting a bull flag uh it might be positioned to break out of it here so we'll certainly see that
i am talking my book here a bit but this is related i mean bonk is dominating market share
right now we know they've got a buyback mechanism in place um so perhaps a juicy setup. But, of course, if Pump comes out
with any news, announcements,
it could also impact Bonk.
So you have to be aware
that it's a position, I think, to manage,
so to speak. It is kind of interesting
as Bonk has kind of transitioned
from a meme coin play to more of a
kind of a protocol?
To a degree.
Like, I don't think it's fair to call it just a meme coin anymore.
Bunk is not a meme coin.
I think I've said that many times on the show.
It's a utility token for sure.
It's a protocol.
It's not a meme coin at all.
It's an altcoin.
Right?
It's an altcoin.
It's an alt proper alt.
And shout out to them.
I mean, let's pull up the chart.
A lot of people are saying it looks prime.
Let's look at it.
Let me get on trading view here.
We do have some pretty bullish brick news here, Tyler, too.
Zoomerfight.
The Kenny we were talking about earlier.
Interactive Brokers is considering allowing stable coins in crypto to fund brokerage accounts 24-7.
Yeah.
Some more adoption, right? Just
more adoption. We had that headline this morning.
We also had PayPal say they're going to accept
the 200 cryptocurrencies.
Wow, look at this.
Yeah. All right. There's our bull
flag. I think we want to... Oh, my God.
It's a matter
of how long is it going to take for that to
resolve. Wow.
Wow. Wow.
I mean, it's on the back of a big move, right?
So let's be upfront with where this thing has gone.
So in July, the beginning of July, it was 1.4.
Oh, my goodness.
It's on the back of a 230% move.
Yeah, so it's up a ton already.
So there's a good chance that the bulk of the move has already been made.
But the setup is good.
I think you need the majors to run.
I don't necessarily see Bonk just breaking out to the next level
without Bitcoin and ETH making a move up.
So I'd say it probably depended on that.
But it's got the market share.
It's got a good narrative right now for sure,
and it's got some of the fundamentals to back it up.
I think what's been surprising to me,
we don't talk about hype a ton.
Hype's been kind of just chopping.
I think that's why we don't talk about it.
You're right.
I wanted to ask you guys, actually,
if you can stick this accumulation phase
or think before another run,
because I was looking at it.
It's kind of been at the $40 mark for a long time now.
I mean, the chart looks great still.
I mean, it's definitely just been grinding up.
But, yeah, I mean, it hit this level for the first time on June 11th.
So we are kind of coming up on a month and a half somewhat sideways.
I mean, this run is insane.
Yeah.
And not a surprise, right right because it went 949
nice little oops all the way around how many how much I love seeing how much percentage shits up
that's nuts I can't their revenue has been growing so I think by all accounts but the
fundamentals are great for Hype.
So perhaps just dip buyers taking some off,
early buyers taking some off.
Yeah.
Could be what's happening here.
But I think the B&B move is bullish for Hype, I think.
I think that's the comp, right?
That's the upside comp that most people look to more than anything else.
So you like seeing BNB rip through the stress sphere.
Dude, that, man, BNB does look like it's going to send in it.
Wow.
And the other token that's been sending,
and we talked about the entities,
but I think we got to at least spend a minute or two on Rekt.
That was a crazy weekend,
bruv.
This was the talk of the town.
I can't believe we're about to have our first red candle to take 16 days,
but I'm down so much right now.
It was due.
We all, we didn't want to see it coming.
Come on, Red guys.
Come on.
If we can flip this green, then we'll be feeling real good.
But it went all the way to $500 million at peak, which was...
That was insane.
Yeah, I don't even have the numbers in front of me,
but something like a 1,300 or 1,400% move.
The rec trillionaires were up to like 1.2 million.
And now, cooling off a little bit.
I don't think a huge surprise after the parabolic run that it had up
by any means to see it cool off here.
I feel like it's caught more attention.
We shared it's been the number one mindshare on that cookie board.
And granted, that's just AI tokens.
But, I mean, Rekt has significantly more mindshare on CT than Fartcoin does.
So that's a big milestone to hit for sure
I think the adage that no one's talking
about it I think we got to retire that
a bit like I think people are talking about it
it's not widely
talked about maybe for some of the more
core CT
it's NFT Twitter
more NFT Twitter sure
there it is 16 minutes ago
okay maybe I can't say KOLs aren't talking about Rekt anymore More NFT Twitter, sure. Hi, there it is. 16 minutes ago.
Okay, maybe I can't say KOLs aren't talking about REC anymore.
All right.
It's literally right there.
Yeah.
You just can't anymore.
You know what I mean?
You got to retire that now.
So now it's the... Okay, we got to $500 million with no one talking about us.
Now people are talking about us.
Finance US in two days?
That's going to be a big one. The cans look sweet.
I don't know, man.
It's a very positive mind share across the board.
We know Ovi and team, they're cooking.
They're cooking up more stuff.
So I'm sure there'll be catalysts.
The price action alone has been enough narrative here
for the past month, few months.
Yeah.
I don't know why Ovi's so bearish, though.
Ovi was bear tweeting this morning.
Say he wants it to be a top 100 coin.
I don't know that's bearish
what's the market cap to be 100 top 100 is
I don't know
what's your good question
700 million but
yeah 700 million to get
GTO is number 100 at
700M yeah
fully diluted let's see hold on
fully diluted 815's see. Hold on.
Fully diluted, 815.
It's only a 60% move from where we're at.
You got to aim higher, Ovi.
I wouldn't mind
that. I'm not going to lie.
Yeah.
Rect is definitely one of the...
It was a fun weekend, let's see.
I didn't touch any of you.
Objectively, it's not surprising to see people start to take some-
Bro, half a billion.
You're telling me the people who bought a trillion wrecked in April are up to a million dollars from 30K?
Dude, at some point, you got to take it off.
You know what I mean?
It's totally normal.
It's going to keep happening.
The responsible thing to do is to sell some.
I'm sorry.
I believe in the vision and mission as much as anyone.
At some point,
you just have to make the...
Oh, there he is. There's the guy who bought a trillion
wrecked at the Lowe's. Spacebar.
Spacebar.
Sell?
I'm going to send the screenshot to the wrecked
chat. Excuse me? To the trillion sell I'm gonna send the screenshot to the rec chat excuse me
to the trailer chat
these guys are funny
these guys are hilarious
half of the rec guys are listening to the show always
I love that
that was a big weekend
speaking of brand coins
also Pingu took another stab at ETH
rejected a bit
it was the number one It was the number one
coin on Solana
there briefly. It flipped bonk.
I think now it's maybe slightly below again.
They're kind of neck and neck, right
around $2.6, $2.7
billion.
It looks like it's on the cusp of going higher, too.
And we know
that we've got the ETFs coming.
And I feel like Luke has got some surprises up his sleeve.
He bought OpenC, no?
I don't personally believe that.
I'm kidding.
That's a funny joke.
Do you guys think maybe he bought Walmart?
Did you ever think of that?
I did not.
That would be some good distribution
maybe he did buy Walmart
that would be crazy
that would be crazy
I was thinking back
it was somewhat public that he bought
5 million dollars in Pingu token
around that April bottom
yeah it's worth 20 now
that was the
that was the signal to buy.
It was all right out in front of us.
Insane.
Then he also did the video clip,
or someone asked him the question in an interview,
like what Alan should do.
He basically gave Alan the playbook.
Does that work for a company like PumpFundo
that doesn't have the love,
the mind share of Pengu does?
I think it works from the level of,
Pump just needs a full reset right now.
The sentiment is as bad as it's going to get.
Do the airdrop.
If you think the airdrop recipients are going to dump the token,
just let it dump, re-base the line lower,
and then just rebuild.
Because his point is how you get that mind share back
is partially from the positive price action
and pump can't get that until it finds a bottom right so you can keep kicking this can down the
road or you can just rip the band-aid off and with that said luke also said in his in the clip that
he learned it from experience right like none of us thought that that's how the Pingu price action was going to play out.
I didn't think that's how it was going to play out.
Yeah.
And there was a point at the bottom before it started rebounding that it was widespread.
Like, oh, this token's a failure.
And all NFT tokens are failures.
That was a narrative that was out there.
And at that point in time, it was hard to argue with it.
Yeah.
This is true.
This is very true.
I guess, dude, that was a great trade.
I mean, fucking Penguins killing it, dude.
He's going to keep ripping us for sure.
He's looking more and more likely that it's going to be a huge runner.
And so, and the holders are definitely committed to it.
And it's looking really good every day.
Was there anything we missed out here?
I think we covered quite a lot.
Yeah, I think we covered everything.
I'm trying to...
I need to remember the Yeet password.
Fuck.
I'm trying to find our password right now
to the Yeet.com account from the FOMO.
Sims, do you have it?
Is Timothy here?
Maybe he's looking for...
Fuck, okay.
Ev, are you online?
Okay, that's fine.
Is Ev in the show?
The code is Myriad today mando's money 420
what do you guys think our code is for our yeet account
you guys try and guess
how about you guys try and guess the code
to the FOMO our yeet account
or Sims how do you see your passwords
that are stored on your computer again
or in your chrome
or some shit how do I see them?
There's a way to see them.
It's usually in the back end
when you go through the settings of Safari.
It'll be in there.
I'm on Chrome.
Hold on.
I'll get Eps and she has it.
Give me a minute.
Yeah, sorry guys.
Just come up with anything to talk about, Tyler.
One second.
Sure, while we One second. Sure.
While we wait for the password.
Zora is the other big story.
We don't talk about Zora a ton.
I got it, by the way, Sims.
But go ahead.
The Zora token is one of the single biggest movers.
It looks like it did tap.
Yeah, it tapped a billion.
Wow.
Yeah, I saw that.
Yeah.
And I mean, this thing was like,
if you pull up the yearly chart,
this was dead, dead.
It was...
Yeah.
It's up to an X off the bottom.
It was, yeah.
It seems like people are using
the creator platform again.
I think there's a new version of the app.
When you sign up,
you officially launch a token.
I saw Jack Butcher.
It was kind of, yeah.
Jack Butcher launched one.
So a lot of people launched by mistake.
Yeah.
Which, of course, people were speculating
on, which I guess the tokens are 3%
fees on buys and sells.
So Zora was raking in the fees.
Back of that as well.
And then Jesse
was all over the timeline. I said I'm arguing
with Tully.
Yeah, that's the argument that went viral
and then led to Tully calling NFTs.
I don't know why he would say that.
I'd love to hear his actual stance on this,
because that sounded pretty dumb to say.
That was stupid.
That was straight up stupid.
Yeah, I seem to take that
he's kind of pointing to the fact that they are,
they don't have any, like in a vacuum, they don't have any value.
And people will sign by to them.
I don't know.
It's a longer discussion.
Yeah.
Anyways.
All right.
We're logged in.
We are logged in.
Who wants to make some money?
Let's do it. Who wants to make some money let's do it who wants to make some money
the code was myriad
if you got in
ggs if you didn't
you can try again tomorrow
make sure you make an account
at yeet.com
and use the FOMO hour code
in order to have a chance
to make some money
every day
alright
let's give away
so let me pull up
alright Sims
you go ahead
let's pull up the wheel
the wheel of fortune see you Wednesday and then you know we're ready let's do it where is sympathy
I put lunch up all weekend it was fun let's go let's go rocky rocky two let's go
let's go congratulations get your ass on stage come make some money with us
rocky rocky two or or not you can be in the chat it's fine is he here he's always here
Is he here?
He's always here.
Rocky, Rocky Dos.
Rocky, Rocky Dos.
Keep subbing, by the way, y'all.
It's giving us a lot of love, a lot of energy.
Rocky 2.
Rocky, Rocky 2.
Where you at?
Rocky, Rocky 2.
Rocky, Rocky 2.
I don't see him in the chat.
Rocky.
Doesn't he usually listen the chat. Rocky. Does he usually listen?
Rocky.
Rocky.
He's always usually in.
He was one of the first people to like,
he slammed a load of subs for people.
He was handing them out like sweets at the start.
He was just buying everyone subs.
Rocky,
Rocky.
Is it broken Potentially
Because it says kick number
I know for a fact he's got an account
Linked to it
He definitely has
So I know this is an internal error that I'll look at
Rocky
Do we play for him
Well no he's got to be here
There's part of me that wants to
With how he was handing
out of the stat.
Well, if he can prove that he was
here and it was bugging like the guy last week
that was just playing this week.
Pete's texting him.
He's a cool dude.
He's got a lot of friends.
He's here all the time. I'm sure he's a cool dude. He's got a lot of friends. He's got a lot of friends. He's here all the time.
I'm sure he's a big rook holder as well.
Dude, I've seen this motherfucker.
This guy's day one, bro.
What up, Bongo? Get your boy Rocky.
He's got an Ordinals PFP. He's here.
He just got here in the space.
What do you mean? I see him.
Oh, he's coming to the space.
He is on the space. He's a space listener.
Rocky, can you hear us?
Let me check my DMs.
Hold on.
I know he's here.
I see him.
He's got the OMB.
Yes.
One second.
I can play for him.
Is he listening
where is the guy
is he DMing you
on FOMO or what
I'm going to triple check
because we know how bad Twitter is
for doing it's thing and not
showing up
okay just type in the
kick just so we know you're here if you can hear us
type in the kick
he said bad wifi in reg discord I'm going to check this Just type in the kick just so we know you're here. If you can hear us. Type in the kick. Oh, he's...
He said bad Wi-Fi in reg Discord.
Right, I'm going to check this.
If we can prove that, then we're good.
In reg Discord, Spacebar, he said bad Wi-Fi.
I mean, he's...
He is.
He's there.
Bad Wi-Fi.
Please hold on.
He's here.
All right.
Time is fine.
Time is fine.
Fuck the Wi-Fi.
Let's just play.
All right.
Because we got to...
I got to get running.
Do you want to do a thing for him and drop for him then?
So it's fast?
I guess you have no choice to do Plinko, right?
Yeah.
It has to be.
Yeah, do Plinko and we'll call it.
I've confirmed he's here, so we're good.
One second.
We can do the high stakes, like two $250 balls.
Yeah.
What should we do?
What should we do?
I did see Gainsey playing the higher stakes
Planko and it kind of excited me a little bit.
Oh, Rocky, can you hear me?
Now his Wi-Fi is bad.
Tyler, can you see my screen here?
Or CoinFlip.
What's CoinFlip?
I've never played CoinFlip.
How does it work?
You're basically predicting odds of how many coins are going to appear on the screen.
You can do different volatilities.
You can do different amounts.
Let's say we do like 100 hundred and we do five coins.
And then you say how many are going to be gold
and how many are going to be silver.
It's too complicated.
It's a little bit.
We'll play with Mando.
Let's do Plinko for him.
Easier.
We'll do some Lamb Chop later this week with someone else.
In five big 100s.
All right.
Turbo Gambler.
All right.
Not Turbo. We got an Autobet. So it's five. All right Gamble Alright Not turbo we go to auto bet
So it's five
$100 balls
Volatility high
Drop speed light speed
Alright, I guess ready? Hello
Yeah, what up Rocky you good?
Don't worry
Yeah Hey Oh, don't worry. Yeah
Yeah, his Wi-Fi
I Remember seeing you at the rug event in December
Congratulations, we can't really hear you as well
But just want to say congrats you won five on a box and on top of that, we're about to run $500 on Plinko for you. So are you ready?
Yes. Send it.
Fuck it. Send it. Let's go.
Come on. Thousand X.
Come on.
Right.
Oh, it's going. It's going. It's going oh
it was like 40 bucks or something
congratulations Rocky you made a thousand dollars
about a thousand dollars on the show today with that
with that we'll see y'all tomorrow morning
10 a.m. Eastern
episode of FOMO
you're welcome we'll see y all tomorrow morning, 10 a.m. Eastern, 10 a.m. time for this episode of FOMO.
You're welcome.
We'll see you all tomorrow.
Peace out, y'all.
