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FOMO HOUR: BOUNCE PLEASE, GOLD FLYING, NEWS.
Recorded: Jan. 26, 2026 Duration: 1:03:19Space Recording
Short Summary
In a lively discussion, crypto enthusiasts explored the latest trends in precious metals, the ongoing decline in the crypto market, and the upcoming Mega ETH token launch. Notably, MoonPay's partnership with X Games and Nifty Gateway's platform closure were significant highlights, reflecting both growth opportunities and challenges in the evolving landscape.
Full Transcription
Thank you. check whoa okay boom boom boom boom boom all right looks like we are all sorted here
and all right let's kick it Charlie Oh, yo. What up, what up? good morning, good morning, GM, GM.
Monday, Monday, Monday, Monday, January 26th.
Sure feels like January 75th, 2026.
Look at that, another beautiful day to have a beautiful beautiful day i got my co-hosts in the
house the boys want to get back together tyler mandel good morning boys how you guys doing today
fantastic how you doing i'm good i'm good uh landed early this morning you know got right
back into it uh just got back from Miami where, you know,
you and I had a cute little weekend getaway with the real vision folks.
So that was good.
Tyler, how you doing?
I'm jealous of you two gal dancing around Miami.
I was talking to Farouk for the show,
literally 140 degrees warmer in Miami than Chicago on Friday.
Wow.
It's just the craziest spread.
So we were hunkered down. We're trying to provide the winter storm here. It's just the craziest spread. So we're hungry down.
We're trying to survive the winter storm here.
It's like we got another five days of cold.
It's going to get a little better.
It's insane, right?
Like yesterday, Chicago was colder than Antarctica.
I saw like a bunch of videos about it.
And your river, what's it called?
The river in Chicago.
Chicago River.
It's the Chicago River.
It was like frozen.
Like all the blocks of ice.
Happened a lot in the St. Laurent River in Montreal,
but you guys have like insane winds.
In Miami, actually, man, remember we talked to this guy from Dallas
who was like escaping the cold,
and he was showing us videos of his backyard, like snowed in.
I'm like, what?
Texas?
Huh?
Probably can't get back, so hopefully he's enjoying Miami
because so many flights are
canceled hundreds of flights canceled lucky did you see the miami airport was totally evacuated
well did you guys see that so i was there so listen to this i was just telling vanessa this
i didn't want to freak her out yesterday before leaving so i just don't tell a shit but like
i got to the miami airport concourse j door 30 for tap. Anyways, door 21 was where a thing happened,
which was right where I got let go.
We were on the tarmac for an hour.
So I thought it was 4.30 p.m.
And at 5.30, I was like, what's going on here?
We're on the tarmac.
We're kind of next in line to go, but it took forever.
And then they get on the call and they're like, hey,
the plane in front of us has a technical difficulty.
So I'm like, okay, whatever.
I don't think anything of it.
So I go school on Instagram and I see a friend of mine
post this video and it was from an hour ago.
So exactly, I was on to make for an hour.
Miami airport evacuated, bomb threat at Concourse J,
which is exactly where I was.
And it was mad. So had I got there
maybe half an hour later, stuff like this,
and they were deplaning flights on the tarmac
as well. So I guess I got
lucky. Maybe my plane got to go because we were already
kind of out there.
But I almost didn't make it back.
Jesus.
I don't even know how
you evacuate an entire airport and you have to
get everyone back in?
What are those lines?
The security line.
I saw some videos.
I mean, the Miami airport,
but the airports in the U.S. in general
is really bad.
But the Miami airport is arguably
the worst airport in the United States of America.
Not bad.
From the security, the service,
the lines, the way it works,
nothing works there.
I got lucky, boys.
I'm alive and well.
I think a dog sniffed something weird.
You know when these dogs sniff that,
you usually take that really seriously.
But it seems nothing happened.
I don't know.
But one thing's for sure is,
one thing actually blew up is silver and gold.
So we'll get to that on today's show.
So markets, we'll chat about this.
Amanda, you and I had a good chat about markets on Friday, just what you think today.
But it got worse seemingly and better for precious metals.
You and I were talking about on that Red Vision show on Friday.
So we'll talk about all that good stuff.
We've got Tyler's topics. let's see what's going on i missed the whole penguin shenanigans because obviously was
away so i'm very curious to see what what you guys think here uh etc and then ye where there's a lot
there's a lot to give away today we you guys so correct me if you're wrong you picked winners
on thursday and friday that we're going to play for today.
And then we're picking another winner today.
So that's really good.
So there's going to be three people that win the giveaway today on today's show.
So it's going to be super exciting.
And with that being said, with that being said, Mando, let's get to you.
GM, everyone.
So it does feel like another day of following the trends that we've seen recently. So crypto lower, precious metals higher,
stocks kind of mixed, I would say.
Obviously, software continues to face issues, but strength in raw material stocks and mining stocks
and all that sort of stuff.
So I don't know what to say other than this trend is not turning.
I don't know what to say other than this trend is not turning.
Like the whole we'll catch up with gold trade doesn't seem to be there yet.
We did put in the lowest weekly close for Bitcoin in nine months.
So not a great sign there.
Normally we've been bouncing back in the course of the same week.
It doesn't seem to have happened this time.
We saw slight outperformance by Bitcoin, I would say.
Solana touched 1.17 on one stage yesterday.
it's now back up to like
It's now back up to like 1.24-ish.
124-ish
ETH I think touched around
2800
2700 was it?
2800 has now bounced back up
so we're seeing a little bit of bounce as we've gone live
maybe just the strength in equity markets
is making
everyone feel a little bit better
but yeah it's been a mix.
People have been pointing to the idea
that the government shutdown may have caused this sell-off
because, again, it's going to delay
the potential market structure bill.
I don't know.
Isn't it tomorrow or Thursday that they're revisiting that?
They're going to revisit it,
but I think the expectation is this won't be signed
straight away
so I don't know
like I really honestly
I think it's kind of a loose argument to say that that's the reason
why we sold off
I think it's more that people are continuing
to rotate away from crypto is the most
obvious one
and that people are
increasingly reaching for
reasons for that
around things like quantum or just, I don't know.
Like, I really don't know what is causing the sell-off,
but long-term holders are something.
And the ETF saw some big outflows,
although a lot of that is to do with unwind of big basis trades,
futures versus spot on that.
So this is not great i mean we
look at the lows on every coin i didn't realize that 117 on soul 86k low which kind of good that
we visited that low right i think it was quite an important level to bounce off of
still a week going yeah but it's not a great week
you bring up the weekly chart
the weekly chart is horrendous
it kind of broke
that's what I mean
well it bounced there
it's not over
we have a week to save the monthly candle
it's not over we have a week to save the monthly candle it's not right
yeah
I kind of agree with Mando
it feels like we're all
we're just grasping at straws
for explanations
for the underperformance at this point.
And it's like, oh, okay, this weekend is the government shutdown.
All right.
Maybe that's it.
Or maybe it's just because there's more sellers than buyers right now.
And we had 1.7 billion in outflows from the ETFs last week.
last week.
it's not great, but if I
squint, we still have
we still haven't made a lower
low since November
21st, the big sell-off, right?
perhaps one more.
Yeah, if you squint real hard.
There was a
hopium that came out this morning and then
Cold Blood Shiller kind of like ripped
it apart but i was i'm looking for hopium everywhere i can get it and i sent it to you guys
it was this one right just woke up and saw the bitcoin printed an ultra rare
ultra rare weekly bullish divergence i can't see another outside of the FTX collapse.
We just love being compared to FTX.
You think you should go back to sleep.
And these things to me, anytime you see them,
this is exactly what I'm looking for.
Yeah.
And you say it's not even a divergence.
Even if you want to associate as one,
the FTX selling region still traded 90% for 20%
on the last sell-off between where you start plotting the div.
It most certainly has not printed a weekly bull div.
It is not a value divergence.
The weekly chart is filled with concern, not with hope.
So it kind of aligns with what Ben was talking about right now on the show.
Boys, the 31st of January is Saturday.
We have six days to save it.
So what are we doing?
Are we rolling up our sleeves?
I also saw a stat that
the last two times we had
four months in a row red
it did mark bottoms
bear market bottoms
so maybe we want
red January slightly red
we want the least red we can get
I actually
what was the January open
what was the 2026
open
let's go to the monthly here
I don't remember
this is
Jan right
it was like here
88 I think it was early to start
the day
didn't we
it's around this level no that we
opened though 87 ish 88 bro i'm actually not sure if we if we are red no we're green on the month
is this the monthly okay yeah this we're green on the month okay we're so back boys so back
we're gonna print the first monthly green in four months, boys? You're not Tyler saying that we don't want that, though.
Yeah, we want a slight red.
So if it's green, what does that mean?
When's the last time we had three months of red in Bitcoin?
It's been a while.
Wow, it hasn't been since 2022, April.
It's May, June.
That we have had that.
It was this one.
Yeah.
Interesting.
It does seem like the,
the market structure bills,
like the,
the,
the near term bull case that a lot of folks are kind of clinging to still.
And if that doesn't happen,
what is the near term?
Okay.
It's a harder paint picture to paint.
Seems like people are getting more bullish on that thing passing.
It's just, we can't have the government shut down.
That would really not be great.
So how about ETH?
I mean, Meadow, we've been liking ETH a lot, but I'm curious how it looks.
I mean, Bitcoin doesn't help the case here for us, but, oh yeah.
It's kind of, yeah.
Jesus. One, two, three, four,'s kind of... Yeah. Jesus.
One, two, three, four, five months of
red. What?
I still think East looks better.
I agree. Bring up the charts if
you like and you can go through them.
Let's go. Let's see what you got.
We were
going through your... Mind those charts on the plane the other
night, and the only one that came up nice was
XMR, and then you caught that.
You caught that.
You caught that.
But then that's it, you know?
Are we going to close?
Yep.
CME live on the, so Bitcoin was 89.5 on Friday.
It's like we're ripping up there.
Go ahead.
Yeah.
I mean, the Bitcoin chart.
All right.
Let me pull up your charts here let me bring them up
that's not a nice daily there
we had this
oh it's going to go back to 100k which is what I thought
and then that's horrific
fuck me dude
I'm looking at the list
Sol broke back down
so ETH was the strongest it was one of the only coins that was breaking back up on the list. Sol broke back down. So ETH was the strongest.
It was one of the only coins that was breaking back up on the daily
and did break back down.
I'm going to go through anything else,
which I think could possibly be in a bull trend.
XMR was.
Looks like XMR even broke down.
It did.
Yeah.
Yeah, pretty ugly On that breakdown.
Zcash?
Down.
Nothing.
Maybe BNB?
Not even?
Bro.
Had a shot.
Does nothing look good right now?
Like, absolutely no coins?
Is that what's going on?
Besides the eventual runner?
River.
River. Yeah. That's fucking River token. There you go.
That one's been taking
to, you know,
it's crazy.
The thing is, it looked like they may be on a path
to break back and they just kind of
died. Like even on
like lower time frame,
they kind
of broke back last week yeah pretty much everything broke back
last week so now we're like bouncing kind of often at a lower level the bottom's in
the bottom's in we got frank i let him on the space he just requested to speak
you're like i wanted to speak because i heard you ask I heard you say like the bull case and in my mind the bull case is super clear
It's just ai is gonna drag everything up do a big carry job once again
And how?
Um, I just don't think it's priced in how good everything has gotten and over the last month you have
Basically before december you had almost zero percent of is priced in how good everything has gotten. And over the last month, you have basically before
December, you had almost 0% of engineers, especially at all the big tech companies,
shipping code written by AI. Over the last month, it's moved closer to 70 to 80%
are shipping code almost entirely written by AI. And these are like the best engineers in the world.
And so I don't think, i'm not like too concerned at this
point of like short-term macro moves i fundamentally just think you know higher for everything um
we're in the ai golden age pretty much yeah which again it can sound cliche we've heard it before
but i'm just i i just like look at the chart yesterday was down i'm sending the group chat
like guys like i'm not even stressed like longing everything fuck this like they're not gonna let this dip that much
um that's my thoughts maybe it's maybe i'm off but
i got more bullish on hyper liquid on the back of all this ai stuff because it did feel like
people were going to use decentralized platforms for the trading. And Hyperliquid's got a very buyback model.
So the other L1s, I'm not too sure if there's like a direct correlation
or as an obvious correlation.
Like I like some of the stocks.
What do you think about ETH going quantum resistant?
I feel like I've been the biggest ETH hater of the whole cycle.
I love that.
But I think it's going to win.
I think that's like the winning narrative.
I'm not going to lie.
I agree.
We talked about this a lot.
We talked about this with Mando at length on Fridayiday i think even tyler i saw you cover that
as well um like we were talking about how like because a lot of smart it was based on the tweet
you said tyler last wednesday it was nate jirossi or someone a lot of smart people in the bitcoin
camp were saying like a lot of bitcoin core devs don't want to agree on quantum computing and how
important that is for the narrative whereas eth is starting to go down that path.
And if anything, I think it's the most bullish narrative for ETH.
Amanda, you kind of seem to agree on Friday on the show.
I think whether it's real or not, it's a narrative right now.
And if people like Jeffries are withdrawing their support for Bitcoin,
that's Trap5 basically saying you need to pay attention to this.
And I agree that Bitcoin devs fight like hell.
There's some of them that want to change it,
and some of them are like, this is like a sacred text.
You cannot change anything about Bitcoin,
and that's always been an issue.
So the idea that they would do upgrades
to kind of try and fix some of the quantum stuff seems
quite far away.
Even if they did that, it seems like some of the stuff held in old wallets would still
be at risk too.
But right now, it seems like there's about 6 million Bitcoin at risk, which is about
30% of the supply.
30% of the, well, you know, just under 30% of the supply.
Well, just under 30% of the supply.
If they could get that down to like 1 million or 2 million,
I don't think it would be a big deal.
Like, I don't think it would cause a 40% dip in Bitcoin.
Right.
If that was potentially coming.
Yeah, I think it's pretty unlikely that the BTC guys do much about it for now.
And that's why I think, because my worldview right now
is we're going to this max,
like tech acceleration period.
The only narrative that surfaces
that's a threat vector to Bitcoin is quantum,
which again, it sounded so crazy for so long
and it is like a black swan,
which is hard to price in.
But being the narrative,
like Ethereum owning this,
whether they do it or not, is the fucking, is the the funny part but i think it's a really strong narrative um and eth can just you
know rally on eth btc off of that uh if if my worldview is correct which i think we're just
entering this period over the next few months of max like eac tech acceleration type uh you know
conversation across the world so yeah i think
that's like the best best case and then for hyperliquid i'm super bullish too because
the perpdex wars kind of played out hyperliquid was clearly the winner my concern is as it goes
higher you can see liquidity get siphoned again by like because when it first ran there was no
competition really now there's it's a competitive environment so
liquidity kind of gets siphoned to other things but hip three is going so well equities about
to trade 24 7 yeah like hyperliquity is just set up to to really win it's just a time horizon thing
yeah that's i mean i've generally have a view that the apps are going to be a lot more valuable than just the chains.
I am not convinced on the L1s.
I think they're going to be dragged down if Bitcoin gets dragged down.
But I can imagine that there's a world where even if you see weakness in the L1s,
hyperliquid can kind of rally from here almost even if it seemed to be like,
there was a stat today which says that sex use,
sex trading is like continues to get smashed and it's either by the ETFs or hyperliquid.
Liquid share of,
of trading is back up to the highest it's ever been as a percentage versus
versus sex trading.
sex trading.
So you can see that like they're winning that war,
but,
And it's got a very clear path back to the value accrual for the token.
I think the worry about this is that all the other stuff,
because there's a commodity super cycle happening right now
with all the resources needed for AI,
and there's an AI stock super cycle happening right now, it feels like.
And then rather than it lifts all boats,
everyone continues to just be like,
well, crypto is not the thing that gets the direct benefit.
And we're in this world that we've been in for the last two months, really.
Maybe even longer.
Yeah, it's been...
Yeah, but also...
Yeah, metals are on just like a God run
that doesn't even feel like
it's going to stop,
honestly.
Like,
we just all go.
But you're buying them,
a lot of people are buying them
on HIP3,
right?
I think Tyler,
you were talking,
you said your,
your,
your hyperliquid bag
is in copper right now.
Yeah.
holy,
holy,
hold up.
Or in a,
long.
Right?
Big copper guy.
I saw, I'm seeing copper shortage posts now
and everything
what's your thesis there Tyler
yeah we're going to be facing a major copper shortage
by 2030
they're also using them in all the missiles and shit
I saw that and obviously
all these defense companies are going up
copper mines had these mudslides
and they're going to be under capacity.
Damn.
Bullish copper.
Yeah.
I'm a copper bull.
Oh, I like that.
Pull up the copper charts, man.
You have your charts open.
I have a new copper narrative for you guys.
Vanessa found out over the last week that may as well just work, guys.
Hear this out.
Vanessa found out that in ancient Egypt,
the reason they used to wear a lot of copper
was that it would help them with healing
and sleep overall.
So Vanessa went ahead and bought herself a copper bracelet.
And she's got a really bad knee injury
that we're working on to solve for her.
And so she's been sleeping apparently, allegedly. that we're working on to solve for her and so
she's been sleeping apparently allegedly that's i was in a home for the last four days with a copper
uh ankle bracelet and allegedly she's been sleeping better i don't know if it's placebo or not
uh or or it is and apparently she hasn't woken up from knee pain in the last three days for the
first time in six months.
So, boys, if the ladies start buying copper off of Instagram posts,
that may as well just keep sending it.
I'm just saying.
Raising my targets.
It's the outside.
I get into bed.
I'm like, what the fuck is this thing?
Like, I can feel it by my foot.
It's a copper anchor. I was trying to tell my fiance, like, fuck diamond rings.
You know, we go in copper.
Like, it's really the next wave.
Hold on, you got a fiance?
No, no, no.
But yeah, it's part of the joke.
Hold on.
I'm manifesting.
It's something Kali keeps telling me to do.
How does it look, Mando?
Mando's got the chart going on.
How's the chart?
It's one of the only things that hasn't gone parabolic yet.
That's part of my thesis as well.
This is why people like it right now
because it looks like it's breaking out
gradually of a trend.
And to be honest,
there's a part of this which is also
like we're in the age of, yeah,
there's AI use cases for this sort of stuff,
but we had meme stocks.
We had meme coins.
It now feels like we're entering the age
of meme commodities.
It's like everyone is opening up their robin hood page and longing silver or copper or palladium or platinum
and the supply of this sort of stuff is relatively inelastic over a short term
some of it over a long term so if you just get people who buy it because it's like a meme, I can own silver or copper right now.
I don't think the traditional models,
because if you ever traded commodities, it's really model-based.
It's like, right, we're going to model out supply.
We're going to model out demand.
We're going to see what the major miners are doing.
They're not ready for a world of millions of fucking teenagers
and 20-somethings and 20-somethings
and 30-somethings owning
copper.
It's not built into
the model. And I think
we are entering that age right now.
But also, Frank makes a good
point. There was a phase shift
mid-December to now with
Claude. And I was
a chat GPT user more just for surface level things.
But then this past weekend,
I basically hit my Cloud limit doing Vibe coding.
And I'm not the only one, right?
There's a huge increase in people doing this.
Like has that been modeled in?
For what though?
To the commodities.
Oh, I think that some of these are very industrial.
So like, and some of them are part industrial,
part like the gold trade.
So this is kind of why gold's been underperforming
because it's not, silver is like an industrial metal now.
It's not just a precious metal.
It's used in a range of different things for AI.
I can give the nerd take on this this on this like how you model it out because right now um you can categorize all of like llms as rng
like random number generation because it's actually really hard to get reliable outputs
um from these models which makes it hard to classify as a clean business expense because if i'm paying an
entry-level like data person 100k a year you can't really like replace this today with api credits
but what i'm almost certain of is by the end of the year i mean this is the direction this stuff's
all going by the end of this year you definitely will be able to model this out um because the
agents are just getting more and more reliable they're able to be more deterministic slowly but steadily over time. And so it's really hard to project future
demand on these LLMs because they're kind of like mini slot machines in a way today. But I think
it's both scary and likely that soon within the next six months, seven months, six, seven months,
Soon, within the next six months, seven months, six, seven months, whatever, people will start calculating stuff like API costs versus salaries. And that's the next marginal buyer of compute, unfortunately, is companies decreasing their burn with LLMs, with AI.
with it with ai and so i think we're early to that but then as these companies anthropic
opening i are on this like march towards going public and then on the march towards profitability
there's just like a lot that a lot of growth and and uh hype that needs that's still left on the
table that needs to get pushed um so this is why i'm just fundamentally kind of very bullish
regardless of like short-term movements.
The world is relying on AI, and they still got to go public.
And they're not going to let it dip.
You know what I'm saying?
They're not going to let the narrative slip before they can go public.
And yeah, a lot of incentives align there.
I love that.
I think that's open question is, does the rising tide lift all boats, including the crypto boats? And I think that's open question is, does it actually, does the rising tide lift all boats,
including the crypto boats?
And I think that's still a question.
That's the scary part for the crypto bros.
This is where we're at.
Like fucking these metals,
everything's out pumping us.
This is the fucking tough part.
But I think so, man.
I think everyone,
when I think about AI and crypto,
it's always like,
even the tech bros see the memes
of the permanent underclass.
You know, they also want to get rich.
And yeah, like the avenue to do that is continually,
the goalposts are a-shifting.
It's getting way more noisy.
And crypto continues to be this like beacon
for people all over the world
to make money on the internet in different ways.
And so in that way, I'm bullish.
Like tech acceleration, it's hard.
It's hard to leave the crypto bros out is probably the best way I would put it.
It's tough in practice.
I'm hoping to see that change.
It's funny because it's not really funny, but we were all right about the debasement trade,
except that the debasement trade didn't happen for our bags.
I mean, unless your bags are like gold, silver and like those precious metals and stonks.
But in a way, and that's why, again again i'm bullish on hype and i know i'm sorry
guys on the show i've been saying this for like a month now so i must sound like a broken record
but like if people like you tai and me like we're gonna start buying these things and meme stonks
and the stocks and all that on hyperliquid then i'm super bullish on that onboarding and what you
can also do on hyperliquid is buy all the other crypto tokens right so hopefully there's also that like narrative shift it's just that the us dollar is pretty much going to zero
and people are pricing in dude it's going to zero man it's kind of fucking crazy well this is why
gold and silver are rocking like people are just pricing in the us dollar at zero at this stage so
it's like but you'd hope that bitcoin would pump on the back of that but it's doing the opposite
so that's really not good from there's like here. I think it's just quantum shit, man.
Like I never was a quantum guy, like ever, ever, ever.
I don't understand the quantum shit.
But now, I'll tell you why I think it's so important.
It's like now every paradigm that we thought was not breakable with AI is like slowly getting
broken.
And I mean, these models are coding themselves.
Like Anthropic CEO, by the way, is my biggest bull case on AI.
I think this is the most underpriced part of the conference you're asking it what's priced and what's not for the last like two years we've all been assuming that sam twinkman sam altman
is like the main face sorry the main face of ai um but i you guys need to go watch like dario
who's the ceo of anthropic just talk. Like go look up a YouTube video, listen to him talk.
And it dawned on me a couple of weeks ago,
like, okay, Dario is going to be the main face
and the character of the AI trade.
And when these companies go public,
I think Dario is ready for the public market.
Just the way he taught, he's a fucking Chad.
Like he predicted this pretty accurately.
The main goal for Anthropic has been,
first, they want to get really good at enterprise coding and just coding in general so that they can start using their model to help
code the model's improvement and that's basically the stage that we're at for the last month almost
all the updates to cloud code have been fucking written by cloud code i'm not even making this
up you can go like legit so so in that way quantum is scarier now because okay we didn't think that these models
could write code that would pass the bench to be pushed into production for the models themselves
but they're doing that now and so whatever we think is not possible with tech is now it needs
to be priced in more and more because oh fuck like we didn't think that was possible what else is not
possible so it's kind of gay but i do think this quantum thing for bitcoin is like a drag which is why like eat again they just hit review all cycle but each just making
this strong statement of like we're gonna be quantum resistant it's like all right man like
fuck let's see what you guys got like that's actually one of the better narratives in crypto
right now is just being protected from the future um so yeah i'm like pretty optimistic in that way
glad somebody's fucking doing it.
Um, it's definitely not going to be these BTC guys until too late.
And, and yeah, like that's, that's how.
That does not sound good for our runes bags guys.
Uh, what does that mean for our pups, man though?
Oh no, we said we're not allowed to talk about on the show in 2026.
I sorry.
I take that back. I take that back. We're not allowed to talk about on the show in 2026 i sorry i take that back i take that back we're not allowed to mention ruins and ordinals in 2026 i agree generally
i agree with uh with the sentiment here um frank we're gonna have to get you on stream at some
point to come go deeper into this whole claw shit let's do it man and the ai stuff because i saw
your you're in all you guys you guys would cook with this man it's it's english is the programming
you finally live in okay time zone
Let's do it. I also saw a new hairstyle. So we definitely got to get you on stream
You got the whole new one on that looks back strong, man
We gotta do it. Well, as long as you don't do meth as long as you don't do meth
Frank, we'll see we'll see man new studies are coming out
Jesus Christ, okay. Well, Frank
I'll DM you on telegram or something.
Let's try and get you on later this week if you're down.
I need to live in New York. I'll talk to my club all about it.
Awesome.
All right.
Get your club on.
Thanks, Frank.
All right.
Well, I thought that was some good takes.
And we actually, us, we've been talking about this a lot together.
The whole ETH narrative, quantum, AI, et cetera.
I'm hoping he's right about the whole AI bringing the crypto trade up.
We pray.
I'm praying for that, right?
I'd like to see it happen.
Do you guys buy your Mac minis yet and stuff, boys?
I'm seeing all... Ovi was texting
us. He's like, you guys buying Mac minis?
He's coming on Tuesday or some shit.
Everybody's ordering some Macs.
You guys doing it?
It's just fun
I gotta go
what are you doing Tyler are you buying
a Mac mini are you setting up your claw like
yeah yeah I think
right now there is
there are new developments coming out like every
single day I think
somewhat like the reasonable thing
to do is to just start using it don't
try to drink from the water hose just try to get good at one thing so like if you want to use claude
called ai and claude code to build something go do that and continue to play with it continue to
build that out don't just go okay now today i need to get claude bought and i need to buy an
apple mini okay to do what what do you want to do with that?
So I think you have to just start with the tools that we have are already
very,
very good and very,
very powerful.
Use those until you hit some kind of a limit.
If you hit a limit with those,
then maybe expand out.
But I see some people who are just kind of like just going every direction
right now and that they're running all around kind of with their digital hair on fire.
Yeah.
And easy to do that and not really accomplish much versus just use.
I mean,
Claude AI and Claude Code is incredibly powerful.
You can do a lot.
Yeah.
Especially.
So did I buy,
I'm being asked if I bought the Claude bot sub 10 million market cap.
sub 10 million market cap.
Great question.
I was sent that
CA at 100K market cap
along with the bags version
at 10K.
Jesus. And instead of buying both,
I only bought the bags one.
No, you gotta...
You always have to buy both. Always buy the
pump fun version.
Or just the pump fun.
It literally did
120x from there. You know how I feel about
the Bax coins and the Baze
coins and all that shit. It only ever runs on
Pump Fun.
I want to pump and
ping one here briefly, but
my comments on the ETH
post-quantum thing,
and it was a formal announcement. We've been talking about it, but the
big news was from Justin.in and drake's announcement on friday so they spun up this
quantum team it's gonna be led by thomas courtner um they're putting in like a real framework
they're saying that time to go full post quantum so they're running these bi-weekly
core dev breakout calls they've got a million dollar prize up for for devs they're running these biweekly core dev breakout calls. They've got a million dollar prize up for devs.
They're running these devnets.
They're running these workshops.
So they're actually doing things, right?
And they're leaning in.
This is still a narrative,
but if they actually start making progress on this
and they can get to a point where they can see
Ethereum effectively
solving the quantum issue.
I thought it was zero chance to
ETH. Actually, I think it's
non-zero now.
It's still a low
probability, but to me, this is
the path for ETH
to flip Bitcoin in market cap.
I saw Van Spencer tweet about that
yesterday.
He said, if the status quo
plays out, ETH will be the only
quantum secure crypto asset in flip BTC
in one to two years.
It almost doesn't even matter
if they do it, which they're going to work with
no matter what. Price follows
narrative. And we know this better than anybody else.
You guys listen to the show, us too.
The narrative alone,
like Frank said himself,
biggest hater or whatever.
And he's like, oh, now I'm super bullish on this shit.
Like Mando and I were talking, you know, Mando as well.
Mando was like really not fond of Ethereum
like most of last year on the show.
Like as a matter of fact,
he was probably still bearish
even when we had Joseph Shalom on two weeks ago
on Sharplink.
And then two days later,
he kind of flipped when he saw ETH to BTC ratio swapping.
And him and I had a conversation for like half an hour about this in Miami Friday
about the quantum narrative.
And it is important.
It is the reason why these Bitcoin whales have been dumping, guys.
It's not because of the end of the four-year cycle or shit like this.
They've been selling because I strongly believe that this is one of the reasons
that they've been either selling or swapping
to ETH or to other
assets. Maybe they're also selling
for gold. Who knows, right? Because a lot of the OG
Bitcoin guys believe that
it was digital gold, so perhaps.
I don't want to make assumptions, but potentially.
So I think this is it.
And he followed up with, all computing platforms are subject
to broader tech trends they need
to integrate to remain relevant.
ETH has embraced stable coins, tokenization, AI, quantum.
BTC so far has embraced not.
That's a really good point.
It is.
I guess the counter is it doesn't need to.
You're right.
But unfortunately, it's not acting like digital gold.
I feel like the quantum risk is a real one. And it's more than narrative.
It's like we had the investment shops now saying they're putting it in writing.
They're not because of quantum.
And it does feel like there's a cap until it gets solved.
Yeah. It doesn't even matter what most of us say. It's just the narrative.
And then soon you're going to have all the Tom Lee and co.
go on television and start talking every day about this quantum narrative for ETH
because that's the next way they're going to sell it.
Your banker, your teller is going to start selling it to you that way.
Oh, but Ethereum now is moving to quantum.
Also, one thing he didn't mention, privacy as well.
Ethereum is also focused on privacy.
I think we talked about this with Mert when he came recently
to talk about the Zcash stuff.
So they've got a lot of good stuff
going on for themselves. But again,
unfortunately,
in a way, the market still depends on Bitcoin.
Like, ETH BTC was breaking out.
Ethereum was looking great.
Hit $34.50-ish.
You, me, Ty, Amanda, everyone
were super long ETH. We're looking good. And then as soon
as BTC broke down $94,000 and went
all the way down to like $92,500 that night
on the back of the Greenland news
and the Japanese yen, et cetera,
like everything broke down.
So in a way,
what we're talking about would take so long to play out.
So we still need a dominant
and strong Bitcoin narrative here.
And we need some, you know,
we need like a return to Bitcoin in a way. I just wonder what the narrative is going to be for that. Like losing a digital gold narrative here. And we need some, you know, we need like a return to Bitcoin in a way.
I just wonder what the narrative is going to be for that.
Like losing a digital gold narrative sucks.
I'm not saying we fully lost it,
but right now there's definitely like some distrust towards that.
Like the headlines are all like gold,
this gold,
that silver,
this silver,
that.
I mean,
pretty sure Charlie made our EAT code.
I like gold.
Our EAT code today is I like gold.
There you go.
I'm liking this copper thing of yours.
So I was talking about copper a month ago with Wiz on his stream.
He was asking about that because he was talking about Novogratz being super bullish copper.
Then Chamath came in the day after talking about how they've got a massive copper position.
So I've been kind of like monitoring the little copper situation for like a couple of weeks now. It wasn't available on hyperliquid when they were first talking about
it. It looks like now it is. And now you have the whole like narrative of it being in missiles
and like defense companies are going parabolic as you guys know. So I didn't know that, that
there was copper in like all these like guns, like the missiles and stuff that are being used.
So I guess like if you're're long like Lockheed Martin
and all those things and you're long
war in a way, for the better or for the worse, it doesn't matter.
Just from a market's perspective,
surely
these pieces are being
used. I think silver is also used in a lot of the computing
used for AI and all that stuff.
If you look deep into that,
there's something
to it.
I mean, fuck, man.
We talk more about this stuff now that we talk about coins.
Speaking of which, Tyler,
take me through.
Let's pivot.
All right, let's talk about meme coins for a second.
One meme coin in particular,
I missed it entirely.
I was not on my desk.
Unfortunately, the one weekend I'm traveling,
and I'm keeping my trips short now,
three days back and forth to Miami,
and is the one weekend
that there's a giga runner like we're talking about a mega runner here talking to me about
this penguin yeah this is the biggest runner i think we've seen in over six months i'm trying
to even think of what the closest was was it bigger thanale? It didn't go higher, but it went almost as high, but much faster.
That's why I'm calling it perhaps
the biggest runner.
Let's see. This was trading
a week ago,
January 19th.
It's less than a million.
It was $6 million
on the 26th. I'm trying to see
when did it really start running. January 23rd, four days ago in the morning, it's 8 million,
and then it went to 160 million in a day.
So a massive 20X.
What happened, I think it was Friday afternoon,
the White House tweeted.
So I guess the meme is from TikTok.
It had been going viral on there, and PumpFun,
and Alan had been leaning in to this this tiktok meta for pump fun
uh kind of as their new arc and then the white house tweeted this meme and it was around 40
million or so in my head i'm like okay well what else can happen besides the white house tweet
tweeting out your meme like this is probably the top narrator. It was not the top.
And then multiple
government agency Twitter accounts started
tweeting it out. The Doge account
tweeted out and they inserted the Doge
dog into their version.
Several others did as well. Mark Andreessen
tweeted it out. I think it was the first
meme he tweeted since goat. So people
were already comparing
to be the goat of
the tiktok meta jesus christ everything basically went right for 24 hours and this thing even from
the white house if you bought the white house tweet you still had a liquid forex wow it went
all the way to 160 and like i was tracking across the weekend it's not like it was just a brief wick like it was very sellable in the 140 to 150 million dollar range wow it's just they could have had a massive 4x
it has it has since sold off so it's down 50 percent from high and looks like it's kind of
continuing its downtrend um i think there's a big open question of was this a one weekend runner
or is this actually going to have
staying power?
What do you think? Do we think
obviously it's all timeline rumors
but is it true
maybe some exchanges were running it up
or MMs, etc? Because you know that tends to happen.
Big trend comes in.
The right market maker
or group picks up on it,
decides to run the shit out of it.
Something had to have happened.
Binance tweeted it as well.
But look at those candles.
We haven't seen anything like that.
I'm trying to even think.
So I guess Q4 Punk Strategy went to $300 million.
I think we kind of forget about that.
Before that, it was LaunchCoin.
But LaunchCoin was also kind of a platform protocol,
so not a pure meme coin.
No, 25, we didn't have these.
It was just useless.
Useless was kind of the meme coin of the year, then 25.
But Useless was a much slower grind.
It went higher.
It went higher or whatever.
Wow.
So it went straight up.
It's cooling off now
I don't have a strong
read I guess gun to my head I
wouldn't chase I think it's probably over
just
continuing back to my original thesis like what
what more is going to happen with this meme
to make it more viral than all
the government agencies and the White House tweeting
it out like I don't I don't think the White House
is just going to marry this specific meme um but i mean if you look at the the dune and i
i shared this this morning i think or i'm gonna share it uh here soon the stats are are are crazy
up now let me see enough that it it's like, this is not just a brief spike.
So like everything is basically up double.
Wow.
This looks good.
So the daily tokens deployed are double.
Daily graduates are two or three X.
Launchpad volume.
Wow.
$140 million volume on pump fund.
That's 24 hours.
And then I think arguably the most important is daily active addresses
from 100,000 to 200,000.
So you actually have twice as many people playing,
which is like an insane stat because it doesn't feel that way,
at least on CT, right?
Would you say just based on our timeline
that there's twice as many people playing the game?
No, but I'm also wary of
basing the timeline now
because of the algo and stuff, but no.
I don't.
Straight answer your question.
So I was trying to think through this.
How is this possible? What I am wondering is
did we get a spike from everyone who had their
traditional addresses and they all downloaded
PumpFun app? Multiple addresses too.
I don't know.
So that gave a huge boost.
Boost 100,000.
All the powers that may be starting to make fake
accounts again and boost volume on their chains.
I'm bullish on that, by the way.
I don't mind that. There was a lot
of the narrative in 2425.
It could be massive bot
farms spun up, multi-wallet
like maybe that's
part of it
but again
this is all signs
that's
it's not a bad
it's not a bad thing
you know
like
like
I don't know
it was so dead
in key four
they weren't even trying
that's the thing right
like you saw the spike down
like
you know
bundles
and bot farms
and stuff
you just have to be careful to get up before that
shit gets out on you but like he's not bad i don't know it is but like a buddy like so like i said i
missed that claude bot token but buddy got it like he hit like a 50x this weekend and like
and like our chat is kind of barely like we're trying to hang in like yeah you were telling me
it's like nothing going on.
Yeah, but I mean, there's some... I think this was a big weekend for the grinders.
You know what it is?
We've been saying this for, again, like broken records,
but first you get 10 to 20 mil runners,
then you get 50 mil runners,
then you get the eventual 100 mil runners,
and now that's two of them now, right?
White Whale and there's a lot of 20 to 25, 50 mil, bro.
Remember that PSYOP anime, even though it died now,
because obviously after Elon follows stuff to top that,
still, it's going on.
So I don't hate this setup.
If you zoom out, we have the giant rollercoaster loops
all the way down to the tiniest rollercoaster loops.
Now the rollercoaster loops look like they might be getting a little bigger.
We need to see it.
You just really need to hope that,
I mean,
I'm seeing a lot of bottom calls on the timeline.
It's funny because Frank kind of came on here.
I was like bottom,
but a lot of people,
even real keys back to tweeting,
but maybe we did need to flush back down to 86k once and for all.
We'll see, man.
One can only be hopeful.
And then a couple of quick stories,
because I know we're getting close to time.
Moonbird's Burb token is launching Wednesday.
Wednesday, okay.
So that's going to be a bit of a
liquidity event, I'd say.
We'll see where it launches, but
that was a fairly public
NFT trade for those who are still around.
Moonbirds went from like 0.3
all the way to 3 ETH,
largely on the token hype.
It's going to be on Solana, so the
money's going to be flowing around
Solana Eco.
So that's coming Wednesday.
We've got Infinex coming Friday.
They just shared the details.
The Infinex Patreon snapshot is going to be Friday morning, 7 a.m. UTC.
And then effectively they'll convert to your 100k INX tokens at that point.
So two big token launches this week.
We know we have Mega ETH coming likely in the next two to three weeks.
So the tokens, they are coming.
And then Nifty Gateway, we got to talk about this.
This is on a sad note.
I mean, maybe sad is the wrong word, depending on your view of Nifty Gateway.
But Nifty Gateway is sunsetting their platform.
What a time that was, man.
Fuck.
So I hate to see it.
I missed the Nifty Gateway, like parabolic February.
That's when I got into NFTs, brother.
Right in there.
February, mid-Feb, dude.
I was deep.
I missed the trades.
I missed the big art run up.
That was insane.
Make sure you all get your NFTs out of Nifty Gateway.
You have a month, I think, right?
You have a month.
I have a lot of NFTs over there.
There's some big ones.
Sam Spratt, all of his
mass, his entire ecosystem
is on Nifty Gateway.
I'm curious.
I don't know if he shared thoughts.
I haven't went over to his page.
He made a big bet on them.
Unfortunately, it looks like that was
a mistake.
You've got to pull all those same spread
assets off.
I had the OG Starbucks NFT.
I've probably had 15
NFTs over there.
Jesus. Alright, get that shit out.
I'm sure other people do too.
That's going to sneak up on us quick.
Make sure you go
and do that.
Other than that, I don't know
if we have time to really get into the Zach
Expecti. Let's keep that for tomorrow
because I really want to get into that
and get a proper
clip on it. That's a crazy story.
Shout out to Moonpay. Moonay signed an eight-figure
three-year title sponsorship with
X Games. I know.
So they're launching the MoonPay
X Games League. So that was a huge headline.
And then he matched
Bitcoin.
Yeah, I was with Ivan the night before he went
to Aspen. I was with him in Miami. He was like,
yeah, we'll get some big shit tomorrow. I was like, what?
I see that. I see with him in Miami. He was like, yeah, we'll have some big shit tomorrow. I was like, what? I see that.
I was like, what?
Moonpay has just been running
out their announcements.
Bull market, bear market, they don't care.
Every other week, it seems
like we're getting something big out of
Moonpay. Shout out to them.
The crypto IPO market
is dog shit.
I sprinkled on the BitGo IPO.
I saw that was bad.
It's down 40%.
I know.
Oh, my God.
Lower, it's at 13.
But I'm surprised, right?
BitGo is not small, but I guess maybe not surprised.
No, maybe that's right.
I'm surprised that it's down 40% from IPL in three days.
So that is, we're of the sellers.
Anyone who's bought this stock is now down significantly.
So we'll see how low it goes.
But then Certic, fairly controversial.
And I actually don't know the whole history,
but I saw some people chatting around it
on the timeline.
But Certic is also planning a US IPO.
I think they were tied to some leaks
and some security.
Yeah, yeah, yeah.
That was with like,
there was a whole beef with cracking, remember?
Right.
So I'm not expecting a whole lot of that IPO.
But like 2025 was a blockbuster crypto IPO year, right?
Like if you bought those crypto IPOs, you two to four X, if not higher.
And now it seems like the tides have turned.
Yep.
The tides have turned for now.
Yeah.
That's basically the rundown from, it was was kind of a quiet weekend, but some...
than we had had.
Yeah, it's good.
They bought another 2,900 Bitcoin at 90k average.
I just don't understand who does their buying.
How is it still always so much higher than what we're at the day after?
He's going to have a chance to buy lower this week, it seems.
It'll be like $120,000 average this week.
Tom Lee bought more ETH than he ever did right now.
Oh, I haven't seen the BitMine update yet.
It's a mega one.
Well, I'm sure it'll be in your coverage tomorrow.
tomorrow. But I saw something
But I saw something along the lines of that was like their biggest buy or something.
along the lines of, that was like their biggest
buy or something.
I forgot what it was, but
yeah, they updated
their 4.2 million ETH.
Fuck.
That's insane.
They've staked half of it already.
Wow.
Anyways,
I'm sure we'll cut it tomorrow. Let's get some money away.
So it looks like,
oh, a gigantic lucky one?
Look at that. It says, no way.
Who else won?
I'm blanking, Charlie.
Did you put it in our chat?
Okay, it was Solana Basilisk, yeah.
Solana Basilisk. So they don't even have to be here.
If they're here, even better. I'm saying they won.
So that's good.
So let's give money away to third person.
Let's rip three giveaways.
This is fun.
Three?
Yeah.
Oh, Basilisk is here too.
Kryloks!
Let's check on the 30-day thing because he won,
but I don't think it was the last 30.
Actually, he didn't win in Jan.
But Krylox, let's go.
So those are three, like...
He's here.
Those are three people that are here quite often.
They're all here right now too.
One while playing with my son listening.
Oh, that's fun.
Krylx.
I'm open.
Three lamb chops is probably kind of a lot,
but I'm open to whatever the boys want.
Yeah.
Let's see.
Let me first see what about Krylox in the 30 days thing.
Okay.
You're good, Kry.
You're good.
So let's start with Solana Basilisk.
Basilisk, what do you want to do?
So I love how Gigantic wants to go to the barn.
So don't worry.
Krylox also.
What do you want to do, Basilisk?
Do you want Omaha or lamb or what are you feeling like?
What do you say?
All right.
So I want lamb chop.
All right.
Let's go.
Tell us where you want to go, though.
Oh, he says Omaha.
Okay, perfect.
So we do Omaha for him.
Okay. And then lamb for him. Okay.
And then Lamb for the other two.
So for Gigantic, start already thinking about how far you want to go and stuff.
That way we just go straight up.
So Baskillis wants...
Okay, one second.
Let me log in.
Okay.
All right, we're in.
We are in, lads.
Let's go. All right, so he wants the barn. Let's. We're in. We are in, lads. Let's go.
All right. So he wants the barn.
Let's give it to him.
We're barn jagantique after this. Let's go to Bastlis real quick.
Congratulations. So each and every one of you
already made $500. So congratulations.
That's $1,500 in y'all's pockets.
All right. So Omaha.
Boom. Oh, there's no volume.
One second. There you go.
$250. Round one for Alright, so Omaha, boom. Oh, there's no volume. One second. There you go. 250.
Round one for Solana Bass List.
We need a jack.
Or a couple jacks, yeah.
Oh, that's a tough one.
Nope.
Oh, wait.
He hit on the 4X.
Look at that. It's funny. Flush or better? Oh, because you got a flush. Wow, we lost with a flush. King high. So we made a hundred bucks there
still. That's not bad. Yeah. All right. Now we want to win this next one. All right. That's
actually not bad. Two pairs. That's very doable. He's got, oh, it's just, what, kings and fours.
Okay.
Okay.
Oh, we beat him.
Fuck yes, dude.
Wow.
What a dub.
$992 for Basilisk.
All right.
Wow.
What a dub.
What a dub, dude.
Congratulations.
So, $992 already.
So, you've doubled your bag. Love that. What a dub, dude. Congratulations. So, $9.92 already. So, you've doubled your bag.
Love that.
What a comeback.
All right.
So, Mr. Gigantic Lucky.
So, $2.50 on easy.
You're here.
So, you want to barn the first run, right?
Just want to confirm.
That's what I read.
This is a gigantic barn.
Yeah.
Gigantic barn.
He has two runs.
He's I can tell this one's a DJ and he's,
he's really active in the chat actually.
yes,
he wants,
he confirmed that he wants.
All right.
Barnet.
All right,
let's go.
I want,
let's go.
Let's go.
Yes,
yes,
yes,
yes.
I felt that one's coming.
Let's go.
Boom.
All right.
Not bad. Not a bad board.
All right.
Tyler?
One by one?
I'm feeling good. Yeah, one by one.
This is the famous or infamous
Tyler Tile.
The TT.
They need to do something.
They need to write Tyler's Tile or something.
All right, let's go.
Get my name on it.
Oh, there's a scorpion on it.
I don't like that.
Yeah, that's bad.
Bad vibe.
Let's get that scorpion on it.
All right, let's get for a scorpion to go.
Ew, so gross.
Oh, you son of a bitch.
Wow. All right. Gigantic. Oh, gross. Oh, you son of a bitch. Oh!
Wow.
All right.
Gigantic.
Gigantic.
He said close my eyes just barred it.
All right.
That sucks, dude.
That sucks.
Back to back like that at that level. I've never seen that. That sucks.
Back to back like that, at that level, I've never seen that.
All right.
Second run.
What do you want to do?
You definitely don't have to barn this one if you don't want to.
That was, that sucked.
After surviving that Tyler tile, I thought we'd go at least a couple more.
You get another run.
You get another run.
Don't worry.
You do get a second run here.
There's still a chance to make some cash here.
Let's go four jumps. All right. I like that.
All right. One.
Two. Three.
And four.
Oh, he called the...
Oh, that is
nasty. Well...
Sorry, Gigantic.
Sorry, Gigantic.
Name of the game.
You still make $500.
You still made $500.
So congratulations on that.
All right, Krylox, you're up, baby.
God damn it.
He says four and he dies on the fourth.
I do have to say I respect the fact
that he really wanted to go for it
in this first run. It's really a bummer that I didn do have to say I respect the fact that he really wanted to go for it in this first run.
It's really a bummer that I didn't have to make it.
Krylox, where you at?
Go to 485.
So he wants to go, all right.
One, two, three, four, five, six tiles.
All right.
Nice.
Four, five, and 45.
Nice one.
You're very welcome, Gigantic.
We appreciate you listening to the show every day and being an active member of our community
and always in the comments.
Definitely does not go unnoticed.
All right.
What you thinking, Krylox?
Feel like a track's run.
But you got to give me the go.
It does feel like it, but you got to tell me what to do.
You got to prompt.
Let's go for track.
All right.
Let's just take him down.
Okay.
Boom.
Boom.
Bitch.
Bang.
Woo.
Boom.
Oh, no.
No, no, no, no, no.
Gurdle.
Tyler, what? Not great. uh girdle tyler what not great did you ever get that back to back before the tracks i have it's unfortunate
it bodes well for this run though yeah i mean the last three rounds been nasty all right well
crylock it's you again.
You get another run.
What do you want to do, Cry?
We're due for a barn run, right?
Go again, Trax.
All right, let's go.
Feeling good?
Give it to him.
Dude!
I'm fucking done with this game.
I'm done with this game.
Krylock,
cigarettes,
make $500.
Gigantic,
$500.
$992 for Basilisk.
Basilisk, so that's $2,000 given again today.
With that being said,
we'll see y'all tomorrow morning.
10 a.m.
we have Adam Weitzman coming on the show tomorrow.
That'll be fun.
Very excited for that.
Very excited to have the man himself on the show tomorrow.
So we'll see y'all today at Eastern Standard Time
another episode from our On Rock Radio
peace out Thank you. oops oops
let me end the show
