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FOMO HOUR: BTC ATH WAITING ROOM, DAILY NEWS AND MARKETS.
Recorded: May 21, 2025 Duration: 0:59:48Space Recording
Short Summary
Crypto markets are buzzing with excitement as Bitcoin approaches all-time highs, driven by significant developments including Texas' strategic Bitcoin reserve bill and Solana's upcoming upgrade aimed at enhancing transaction speeds. Major players like Blackstone are also making moves, indicating growing institutional interest in the crypto space.
Full Transcription
Thank you. Check, check.
Check, check, can you hear me it keeps saying my mic
so roadcaster no it's a
stream yard issue it says it looks like your mic was unplugged
plug it back in and select a different mic
you're muted on the stream
check check can you guys hear me
it's so weird so it's a StreamYard issue. It keeps popping up
saying that my mic is unmuted.
But I'm
not doing anything else that I've done for the last three years.
So hopefully we'll be fine.
It's been popping up. What up, y'all?
What up, y'all?
What up, y'all?
Can we build technology that doesn't break, y'all?
Technology!
Technology!
Has anyone seen this thing?
Technology.
You guys watch Instagram real sometimes in the bathroom or before bed?
Technology.
Can we fix this thing?
Can I get some thumbs up if you guys know what I'm talking about?
Jesus Christ.
All right.
Kick it, Sims.
Technology. What the fuck?
Oh, sorry.
Yo, yo, yo, yo, yo. What up? up good morning good morning gmg
and wednesday whoo love wednesdays may 21st 2025 look at that another beautiful day to have a
beautiful day i got my coast now tyler I thought I saw Mando pop up.
What's up? How are you doing today? I'm good. It feels electric out there.
The all-time waiting room, it's buzzing. People are piling in. Feels like we are getting close.
Real close. Yeah, we are. We are buzzing. We we are definitely buzzing sorry guys for some reason my browser keeps kicking my audio off today
But I don't know why or what or so
So if ever just some discrepancies throughout the show just ping me but it should be fine Mando. Whoa looking yellow today
Yeah, I keep doing this I think your mic maybe be your camera thing, but we'll fix it later.
What's up, man?
How you doing?
Can you not hear me?
No, none of your stuff is connected.
I can hear you, but not from your mic.
I hear it through your computer.
Or maybe tap it.
Yeah, no.
Me neither.
I think this is a StreamYard issue today, guys.
It just got the same. Yeah, see, it's a stream yard issue today yeah well check check
check check check check check um no I think today it's not even you Mando I
think you can hear me though I mean you can have a conversation can you guys hear
me now
no dude and then now folks muted on the space no can you hear me on Twitter Spaces?
Canada, why?
Twitter Space works totally fine
Twitter Space working fine
But Studio isn't
There's a problem either with your cable or with your browser
Okay
I'm going to refresh
Alright, he's going to refresh
How you doing?
I'm doing great. How are you?
I would be...
Tyler, can you broadcast just in case
so the space can hear you?
Sorry, one second. I'll mute right now.
Oh, yeah.
Sorry, I'm just kidding.
Okay, so you're going to road.
That way, if I break Mitch's show,
you guys just keep going.
Clearly, there's a problem somewhere on my side, but I don't know what.
What's up, y'all?
Are we going to hit this all-time high or what?
Today or tomorrow.
Feels that way.
We need it tomorrow for clout points.
We need it tomorrow so the show gains clout points, Mando,
because Tyler called tomorrow, and everybody else said, like,
Friday, Saturday, next week. So we need tomorrow for our clout points. cloud points mando because tyler called tomorrow and everybody else said like friday saturday next
week so we need we need tomorrow for for from our cloud points um but uh john this was john
is that a disease when did mando get john this oh that's funny technologyologia you're good
you're good
anyways
alright look
markets it's hot
we'll talk about it
Tyler's top 100 I'm sure Tyler's got a lot of stuff to talk about
but we want to talk markets today
Mando I'm going to seek
financial advice on the show today
I'm trigger friendly I want advice on the show today.
I'm trigger friendly. I want to leverage long some fucking coins
or something and
leave.
I'm going to just
hit set on a long and then I'm going to go to New York.
And then
the giveaway yesterday.
I don't even want to talk about yesterday.
But yesterday we gave
away sixteen hundred dollars the lucky winner could have left with eight thousand dollars but
technology and then i watched too many of these this real i think over last week and the last
without these this show is powered by by wallet connect oh we love wallet connect wallet connect
is um connectivity network shaping
the future of on-chain ux if you've connected to web3 app you've seen wallet connect that blue
logo it's everywhere and i kind of trust of in crypto as recognizable as visa at checkout want
to learn more follow wallet connect on x um to find out what's next mando we missed you yesterday
for that for the market report definitely want to hear what you've got to say today.
GM, everyone.
So we are having a little bit of a better
day. It's been, honestly,
I look at my net wealth at different times of the day
and it is wildly different.
It's like up, down, up, down within an hour.
I went to a gym this morning and I was like, oh, it's been a really good day.
And then when I came back from the gym, everything was down like 3% to 5%
like across the board.
Some of the altcoins were down like 10% plus.
I was like, I haven't been in three hours
um that that tells me that uh you can range trade this sort of stuff on a daily basis like
don't be afraid to lock in profits because i'm telling you you're gonna get another shot to buy
bitcoin at this level ether at this level solana at this level fartcoin at this level like
things are not just like straight Sending, they're sending
And then sending right back down, and then sending right back up
And then sending right back down
Protect yourself, I think
You can really
Trade the ranges on this sort of stuff
At the moment
In terms of major headlines
We had some good news out of Texas
Looks like the vote there for the Bitcoin reserve is heading towards the governor.
Still unclear if that will get pushed through, but we've seen a couple of them fail at that final hurdle.
But that is good to see.
We saw, I guess the main thing has really just been Bitcoin outperformance still.
Bitcoin dominance staying very high over this whole period,
keeping it 64% and everyone calling for altcoin season.
It's definitely not running away from Bitcoin.
Let's put it that way.
Remains very strong each day.
And then we've had big inflows actually into ETFs recently.
Part of that is to do with the basis trade coming back a little bit. So this whole like,
buy the ETF short futures,
you can,
you can earn like,
I think it's seven% or 8% now, and that's enough risk-free for a lot of people to do it.
So you're seeing big implodes into a bunch of different ETFs at the moment, but a lot of that is the basis trade.
On L1s, I guess Hyperliquid continues to look relatively good. There were some big inflows into Sui yesterday.
But nothing, again, nothing's really outperforming Solana here.
Macro, we had a bit of a weaker day yesterday, first weekday in like six days.
But stocks were barely down.
And gold is also kind of basically unchanged.
So not a lot that's going to shift the market in terms of headlines.
It feels like today.
It's just,
will Bitcoin hit an all time high and,
or will it be like later this week?
I think that's kind of what everyone's waiting for.
But intraday volatility is really picked up.
It's really,
really picked up.
Yeah, this is, this is nuts. Notice you It's really, really picked up. Yeah.
This is nuts.
Notice you said net wealth, not net worth.
I want to get...
That's the kind of rich I want to get in my life.
Look at the meme, the same scent, in the film I was chatting and fucking dying.
I love that.
It's so funny.
It's so good.
I mean, when are we...
I mean, guys, we have to pull up the Bitcoin chart,
right?
I feel like it's,
we have to start.
I mean,
this show is a Bitcoin all time highway room,
essentially.
It's just wonder if it's going to happen in the morning.
It either happens at like 10 a.m.
or it happens at like 10 p.m.
I feel like there's this in between.
we've lost it.
You've lost you again,
brother.
You've gone muted.
right.
He's getting into his nice Bitcoin rant.
James Wynn looks like he's taken off part of his trade is his,
whatever,
$400 million trade.
did he?
Yeah.
Which I think is a good sign.
That was like the one thing I was like, oh,
is he going to get swept in some sort of candle
here?
But yeah, he's taking it off for like a few million
dollars of profit again.
So that was one thing that was like an
overhang, I guess, for the market.
But I saw him
doing that this morning.
That's good. It seemed like there were a lot of folks
who did not who did not
think yeah a lot of folks did not think we would make all-time high with with him keeping that
but 800 million levered long i think at one stage this morning it was close to that yeah
um but then he's i think he's he's reduced it quite a lot over the last few hours.
Is that a good thing?
Because I feel like he was a little too leveraged on the market.
It was like a billion-dollar OI on Bitcoin.
It was like two people making for all of it.
And who is that as well?
So his wallet was funded by Alameda in 2022.
And then he rode the Pepe trade and made $10 million.
He called Pepe in like the 100K's market cap and got in like 4 mil or something, allegedly.
And then I saw a whole thread.
And then he did a couple of sus things like pump and dump shit coins on people and FNF chats or whatever in 2023.
Apparently.
All of this is allegedly.
And then he made a lot of money leverage trading
and apparently now he's just going full all into this Bitcoin long.
Yeah, he's definitely making a lot of money.
I only became aware of him a few months ago
because he started making a lot of money on Hyperliquid
and he started making a lot of noise about it.
And then he's just spun that up into even bigger and bigger trades i would say that you are not james winn
whoever is watching this do not think you need to go what do you mean i'm not james winn
his size when you see that don't tell me who i am and who i'm not mando i'm a pussy i should have
put on 10 times i should have put on 30x times like i'm telling you right now the intraday
volatility of bitcoin and altcoins in particular particular is really picking up so i don't think
this is the time i actually think this is one of the worst times, to be clear, to start lever trading.
Leather trading should begin to stop
as you approach all-time highs.
That's my general sense.
Because your sleep-adjusted returns for lever trading
after an all-time high,
the wicks can be unbelievable.
Good advice.
Honestly, really good advice because I see more
folks taking on
that trade and like
ramping that leverage.
Not 10x, not 20x.
40x.
That reminds me of
one of my co-hosts.
I dabble. I don't any uh levered longs open
i have not open i've been itching but i'm not doing it for some reason there's something in
me mando that just stops me every time i'm about like last i almost did it the night before i almost
did it i almost did it this morning uh right before the show and i've been stopping myself
because if for me like if part coin is beta to bitcoin or you can argue doge then i'd rather spot
that and then for eth you know you you're very bullish eth man though then instead of longing
eth which you could long at 3x and say hey that's a safe bet right because it's like liquidation is
very low at 3x or 4x right but i rather still have pepe spot and why is my my gains may be diminished versus a long um i will sleep better so it's not
even about being scared because trust me y'all like almost like more than half my liquid net
worth is in far coin so i have balls of steel my net worth also you know is up and down absurd
amounts of money every day these days but at least i sleep. So I put on some leather trades
a while
ago, right?
Before this move.
When Pepe, for example, even before that,
but in that period before that, I was like, this is not a bad
time to put them on. Pepe
was at 0.09 or whatever.
It was at $3 billion when you called it on the show.
It's much different.
If you put on a 5 or 10x long then, that's a good trade.
You call it here, Mando.
It's way different.
As Bitcoin now goes beyond all-time high, the volatility that you will see will be absolutely insane.
Well, they're going to chase the longs and the shorts, right?
Yeah.
And that's how people lose it all.
Yeah.
I mean, you don't have... All-time highs. I made some great leverage long trades in Q4, but I haven people lose it all. Yeah. I mean, you don't have...
All-time highs.
I made some great leverage long trades in Q4,
but I haven't touched it since.
And for some reason, I have something in me
that just doesn't want to do it.
I'm just...
I don't know.
I just...
I don't know.
I used to a lot.
I like it how Tyler does it.
He'll throw a small amount for fun and fuck it.
But it's pure gambling, right?
It's more just like a sports bet almost.
Exactly.
You're going to hit it big or you're just going to lose it.
It's like when I play blackjack.
It's like whatever.
What do we think here, boys?
When are we hitting it?
Are we hitting it on the show?
What's the actual top take all-time high?
Is it 109?
It's 109.7?
I think it's 109.020.
Yeah, I see 109.5 here on Binance, but maybe...
Should I put up the four-hour?
Yeah, top tick here, I see 109...
Yeah.
Top, top, top tick on the four-hour I see here, 109.63.
What do you think?
That's higher than I thought.
What do you think, lads?
I said, look, I'd be shocked if you don't hit it this week.
I do think today feels like an obvious day.
I think we may touch close to it.
I see more.
I see.
Oh, my God, the weekly.
The lady bullhammer on the weekly is ridiculous, boys.
This weekly is ridiculous.
I don't understand how people are bearish.
I've looked at every chart.
I know I'm impermeable, and you guys are used to me being impermeable,
but let's take even Seoul right now, which hasn't been insane.
Looks amazing.
Let's take Ethereum.
Looks amazing.
Let's take Pepe.
Looks amazing.
Mog.
Looks amazing. Mog looks amazing.
Rekt broke out, right?
It did this 112 mil.
I mean, insane.
But see, for me, Pepe and Mog are here right now.
It's sold as well, right?
And then Rekt just kind of telegraphed the move.
Is Rekt the new market sentiment leader on here?
I don't know.
I was just saying.
I don't want to say so.
But if you look at Pepe and Mog, they're at this part of what wrecked is at just
did right i think you're right it looks like pepe and mog are ready for that even your launch coin
looks fucking amazing tyler and then you look at i don't even have any like far coin is just like
art hang this in the loop like what do we or even your that i've been looking at house coin
2x off the lows.
It's doing amazing volume.
Obviously, there's like, there's a lot of people talking about it.
Even if it's cabal, I don't have any, but I like it here.
Like, hype.
I mean, look at this.
Like, you could take anything.
Even my fucking sonic position that's been annoying the fuck out of me.
It looks amazing.
Like, everything looks good.
So, what happens here?
You know what I mean? I've been calling it a powder cake
yeah
we just need Bitcoin to go
Bitcoin to 110 lights the match
I think we're going to see
some big moves
so what Bitcoin to 112
let's say because Jeep sent us the liquidation heat map
which is around 112
and then what that's when Bitcoin dominance tops
and then the rest goes?
Because Bitcoin Dominance did not top yet, clearly.
I don't know if I'm
really going to call it. Never bet on Bitcoin
Dominance topping. Exactly.
I agree with you, Mando,
on that. I don't see Bitcoin Dom topping
here either. You've been calling
for 70% for a while,
and I see it. I agree with you.
What is 70%?
It's here.
Even now, though, I have some ETH positions,
but I'm not in them for more than a few weeks.
Let's put it that way.
I just think that Bitcoin is the thing to own.
I just think that right now, I could see ETH having a bit of a run.
That's just been what I've been saying.
You know who had a great tweet about this?
TraderMain yesterday.
I've got to find it.
But he was saying that every time
is the same thing as you're supposed
to find
the pockets of time where you can overtrade
Bitcoin, outtrade Bitcoin, but at the end of the day
Bitcoin is always king.
Here, he gets
he checks this. It's a great tweet. Anytime I get
angry reply, guys, I always check BTC price and remember that most people are underexposed to the
most important asset in this industry. All underperform Bitcoin over time. Your goal is to
capture periods of outperformance and then rotate back to Bitcoin. It is the best risk-adjusted
asset in the space.
Don't take your eye off the ball.
I don't do this, but I think it's great advice
and I should do it.
So it sounds like what you're kind of saying here, Mando.
Yeah, yeah.
Tyler, it sounds like I need to do this more.
Yo, you got your Bitcoin hat on.
This is my strategy.
I hold my risk positions fairly long
to try to get as much
Bitcoin as possible.
I mean, I thought my puppets
and my pups were going to be my Bitcoin
beta.
That should be so.
I saw a friend.
Someone tweeted that the other day.
My Bitcoin exposure
is my runes
And all this
I mean we were saying this with a straight face
A year ago
Or a year and a half ago
Bongo
Was anyone saying that with a straight face?
We were
You know
I mean all Pops has to do is rebrand
As brand coins Yeah Pops has to do is rebrand as brand coins.
Yeah.
Pops is a brand coin.
Right?
Right?
Yeah.
Okay.
What's funny is like runes are not even catching a bit here.
Like you look at the runes board and like, yo, Pops is up 20%, but it's getting back to the level it was at like five weeks ago it's bad yeah what are we doing here okay i can't even make the bad joke about
pups goes ups it's not even funny anymore you know what i mean it's not even funny like bogo
always shares the chart i love bogo that's why i give him shit like he always shares this he goes
oh look puppets are up 20 brother it's still 0.04 like it's been 0.04 for like a year now
it's over i love my puppets i still have 16 of them
can we go back to can we go direct for a second yeah let's talk about right
what i mean any news any news any news Any news? Any news?
I tweeted this out.
It's up 500% on the month.
It's got to be one of the single best.
It has to be top performer.
I mean, we can go check here.
Is it on CoinMarketCap?
Put all the random microcap shit coins that randomly pop and then go to zero.
Take those out.
What else is up 5x
in the past month?
So 30 days.
Why is it on CoinMarketCap?
On CoinGecko, a top performer?
Maybe they filter by top 100 coins
or something.
It's not in the top 100.
Oh, sorry. Top 1,000 here.
Oh, it's here.
Yeah, there it is.
Mudang's up more wow wow that's
oh wow
still though it's up there
with the likes of Mudang that's impressive
launch coins and new launch you guys can't really count that
so it's basically
top 5 in the month in all of crypto
let's go 60 days
that's a trade that anyone could have seen
actually I'm sorry I'm sorry no in 60 days. That's a trade that anyone could have seen. Actually, I'm sorry.
I'm sorry. No. In 60 days,
it's up more than Mudank.
Nice.
Not up as much as Tickcoin, though.
The thing about Tickcoin is...
You know where the next pivot is.
He went from
the drinks to the AI
to the drinks. now it's called
brand coin you know maybe if orish was a little tit well good yeah you see that the brilliance
behind bitcoin is they they rotated the bitcoin logo to make a lack of tits and then they changed
the b to a t and that was enough to generate $50 million.
That's genius.
That's genius.
Rotate the REC logo.
Turn the REC logo and rebrand to REC girl.
Yeah, we could do that.
I think he just needs to do the
Dip Wheeler tweets.
Brother, I have to say though, Yeah, we could do that. I think he just needs to do the Dip Wheeler tweets, you know?
Like, generation of bottom. Brother, I have to say, though, that
playbook is the greatest
marketing stunt of this cycle.
Because the other day, he got, like, 25 million
views on the photo.
And at the end of the day, he's
wheeling it right back in, pun intended,
to Fartcoin.
I don't know who Deep Wheeler is.
I don't even want to know.
Like, the docs or whatever.
I love the persona, the character.
But you've got to give it to him.
He's probably the number one shiller of this cycle.
Yes.
Like, is there a better shiller than him this cycle?
Besides Trump.
Trump is the all-time winner.
But is there a better shiller than Deep Wheeler this cycle?
No. I mean, Fartcoin'siller than Deep Wheeler this cycle? No.
I mean, Farcoin's been the biggest winner of this cycle, right?
You could say something like K Money on Mog
did a good job. K Money on Mog.
On Sim at some point on
Whiff.
Everyone's favorite
Turkish influencer,
Murad.
Oh, I thought you meant OSF.
He's Turkish as well, right?
It is kind of notable
that this wrecked run
is in...
You have to say it's been driven by
OSF being more loud
about explaining the
brand, explaining the vision, explaining what they're
doing. He was always doing it,
but it's like hitting people over the head with it.
Yes.
It's important in this space.
People have the attention spans of house flies.
I mean,
for what it's worth,
everybody should read this piece on brand coins that he wrote.
Like I know we,
by memeing it and Mando's right,
it brings attention to it.
So people read it like,
like,
you know, I saw Mando's memes about when you call your coin a bank coin.
But it's true.
It makes sense.
And from a marketing perspective, and you know I love that shit, it's genius.
There's genius in what Ovi did.
And it shows you that it takes more than just working.
That's the art of the deal almost in this industry. It's so much more than just building a company and a working. That's the art of the deal almost in this industry.
It's so much more than just building a company and a brand.
You really have to be a good marketer because the marketing is the other half of it.
He could sell as many drinks as he wants.
Had he not been pushing like this on social,
it wouldn't have pumped like that.
You know what I mean?
I think that's right.
And it's working.
He could go sell another five million cans.
It wouldn't have done this job.
It's like Luca, right? And that's that approach. It wouldn't have done this job. It's like Luca.
Right?
And that's that's that approach.
And I think it's really good.
We've been talking about this a lot behind the scenes as well.
Like the moment we're out there, like we're going to start being fucking loud as shit.
You know what I mean?
And it works.
Good on him.
I like it.
Yeah, it's been impressive to see.
And I don't think the run is over by any means.
I don't think so as well. I mean, it's doing well.
What is it at? 110?
Yesterday's candle was ridiculous, eh?
It's one of the bigger that I can remember.
I was hearing
rumors that exchanges and OTC
desks were running out of Rekt.
Oh, I heard
there's 40 Rekt left
in OTC desks.
There were a lot of rumors that KuCoin had been taken short Rekt
and was failing to satiate withdrawals.
And that was what...
Yeah, okay.
I hear that.
Hearing there's only 40 Rekt left in OTC desks.
Speaking of Rekt, the code today, rafflebot.xyz is PMP.
P-U-M-P.
You know, you got to respect the pump no matter what, whether you're sideline or not or inline.
You got to respect the pump.
So rafflebot.xyz, if you want to make some money, you know, use the word pump and you'll be able to come join us on stage of the show.
And anyways, enough market talk, though.
That's all there's talk about right now.
We love it.
But let's get some little doses of news
with Tyler Hintz.
See what he's got for us.
For the NFT and crypto analysis.
Tyler T on FOMO.
Our cause the kids can't fix.
Free to pass the players.
Yeah, folks.
Crypto majors up 2% to 3%
as Bitcoin makes a run at all-time high.
Tapped 108 K briefly overnight,
hanging out at one Oh seven four live right now.
We saw pie up 12% FET and uni up 9% leading alts.
So big news out.
Solana,
Solana developers have proposed the next upgrade.
It's called Alpenglow and it's all about speed.
It's seeking to overhaul the blockchain's consensus mechanism to decrease
finalization time from nearly 13
seconds to its little 0.1.
So a 100x improvement
in speed. So that's going to be
a big one to monitor. Bernstein
now calling for $200,000
Bitcoin price by the end of 2025,
citing the new institutional era
as driving force. Texas
passed its Bitcoin strategic bill,
reserve bill through its house.
This one will allow their state treasury
to accumulate digital assets over 500 billion.
Right now, only Bitcoin.
Mayor Eric Adams over in New York,
he announced plans to create a crypto advisory council
to boost jobs and investment
as he looks to make New York City
the capital of the crypto industry.
Vivek, this is big.
Viveks strive.
They're now going after those Mt. Gox claims.
They're aiming to acquire 75,000 Bitcoin, around $8 billion worth, directly via those
creditors.
So that would be a very large acquisition.
Then Blackstone, a trillion dollar asset manager, disclosed a $1 million Bitcoin position.
I think the first time they've disclosed that.
In token airdrop and protocol news,
I believe that founder Ben Pashnak,
he teased a new API.
It's going to allow builders to do programmatic burns
of their app tokens.
And for the Believe team to do so as well,
Cookied Out launched its own InfoFi product.
You probably saw this on your timeline going viral,
rivaling Kaido.
And they are using an invite-only gating system to start.
Kaido's shaking it off, though. Kaido up
20% to $2.20
after founder Yoohoo teased
big revenue for Q2
and a new time-weighted
loyalty system.
Mando mentioned this. SWE led all blockchains
and stablecoin inflows, I think $150 million
in new deposits.
OSF, he shared the vision for Rekt as a brand coin,
led to a 25% rally.
In breaking news this morning, Solana Mobile announced an SKR token,
so a new token coming into mix in the Solana ecosystem.
I think that caught some folks off guard.
In AI, market cap up 2%. Rekt wrecked now the third top mover in, uh, on the AI board and also up there in Mindshare.
Cookie jumped up in Mindshare as well with its launch.
Let's see.
And memes, memes were green up about three to 10%.
Pepe was up a lot.
Trump was up a lot as well.
Launch coin holding steady glimpse prompt and rip BC were some of the top movers over there.
And then NFT is a couple headlines out of the Pudgy Penguins.
So Pudgy Penguins partnered with Random House Kids
to do a children's book,
the worst birthday present ever. They also launched
a telegraph game. So those
penguins keep cooking as well.
Wow.
So let's talk about this cookie thing.
First of all, Mando, I got a code for you.
So you should totally join it.
It's quacks.
But it's not quacks.
They're called snaps now.
And the yaps and snaps and quacks.
You know?
I already joined.
I joined today.
Damn it.
And I have a question on that.
So if Kyra was at $2.2 billion.
And then they also have their AI XBT like like, bought AI as well, right, Cookie?
Tyler, I don't know if you saw.
They've got their own, like, AIXBT-style guy on Twitter,
and they have been aggregating a lot of data for a while.
And is Cookie listed on Coinbase?
I'm pretty sure it is.
It's on Binance.
And Coinbase, no?
I don't know the answer to that.
Can someone confirm that for me in the audience?
Because I think I saw something about cookie.
So anyways, you said Binance.
But I think it's got Coinbase because that's how it went to $600 million before.
Is that a trick of trade?
Just off the back of all those things?
I was looking at that.
It's only at $100 million.
And you could have said, yeah, but yesterday was the time.
But it only went from $80 million to $100 million. So I don have said, yeah, but yesterday was the time, but it only went from 80 to a hundred.
So I don't care.
That's like nothing.
Like,
is that a good trade here,
boys?
Like this thing went to $650 million.
I think a lot of people were thinking that exact same question here this
morning.
And I think I woke up and it's the first thing I thought about when,
in terms of trade,
when you look at the,
the comp to kind of like,
it looks cheap, right?
And I do know a little bit about this.
So I was messaging with Sammy.
Sammy was an advisor with Cookies back in the AI meta.
He was kind of telling me a little bit about their business.
So data infrastructure has been their core value prop.
They have a lot of initiatives they've been working on.
have a lot of initiatives they've been working on and they also do B2B analytics.
And they also do B2B analytics.
So they've been delivering data to other businesses via APIs and inference.
And they've got some custom analytics offerings as well.
So there is a real business tied to this.
It's not just a dashboard.
I thought it was just like a dashboard product, to be honest, when I was first introduced
to Cookie.
So there's a lot more behind all of this.
And it's starting to kind of get out a little bit
of what Kaido charges teams.
And, I mean, Cookie has an opportunity to come in
and kind of take some of that margin, right?
Perhaps offer a little bit cheaper.
They can pretty much run out the same services.
Yeah.
I mean, it's about to happen.
You can't have Kaido at $2.2 billion
and nobody try to eat their lunch.
That's the thing
that happens with info and creators economy
all the time, by the way, guys.
It raises to zero.
What I don't know, and I have not had a chance
to look at the cookie tokenomics.
I saw someone talking about big unlocks happening soon. what i don't know and i have not had a chance to look at the cookie tokenomics i think i saw
someone talking about big unlocks happening soon um so i would want to make sure is there
aware of that and how do you know like does someone they're not profitable though right
you know they're not yet but yeah you're right i don't know i'm just asking i didn't take a
position i don't i don't know i just Media Partner beat crypto. If the founders want to hit me up, I can replace that.
Decrypt or something.
Not me doing this live on air.
How much of it's...
So like 50% is circulating?
Roughly?
According to CoinMarketCap?
We should get the founders on.
Because it's like relevant.
And they've been cooking.
Yeah.
It'd be a very interesting discussion.
See, it's 106.
Someone's listening right now.
I don't know, dude.
Like if this whole AI meta, believe app shit, fucking all this stuff is cooking.
Like I'm just looking at this and I'm like, there's a huge wick to fill.
And that's why I'm looking at it.
I'm not looking at it from like a technical perspective as much as that.
You know what I mean?
I almost opened a trade on this morning.
I did a very similar,
but I did not.
Disclosure,
but it's also,
it's an Ethereum coin,
Ethereum going up.
Like,
I don't know.
What do you think,
like you think this is like a viable trade?
It's also not insane amount of volume,
but I don't know.
These are the ones like,
I think Kaido has got like a pretty dominant position and cookie could, but cookie could, could catch up. I think Kaido's got like a pretty dominant position and Cookie could
catch up. I think that
it being
like a free version
that's good for users. It's not
necessarily good for the token.
This is true.
A bit more wary of like
oh well that's worth that and that's worth that.
Kaido's definitely making
revenue.
This is true. But it's like worth. One of them is Kaido is definitely making revenue. So yeah, this is true.
But it's like worth 5% of Kaido right now, right?
Well, how much is Kaido making via its subscription products versus it's going after businesses to run these campaigns?
I would guess that the latter is a huge chunk.
I think Kaido makes most of its money
from the businesses,
like the hundred something K that people pay for.
And that's what Cookie would go after, right?
Right.
I think it makes a lot from its AI business as well.
I don't know.
What if, yeah.
I mean, it's too early to see,
but if someone offers a free version
that's similar to it,
then that's where it's going to start taking away from it. But even then, it would have to take a long time. So it's too early to see but like if someone offers a free version that's similar to it Then that's where it's gonna start taking away from it. But even then it would have to take a long time
So it's not gonna happen On these businesses
basically for the Twitter API
It does
but it's not it I
Think it's gonna be expensive to consider not having
Charges for this over a medium term.
Yeah.
That makes sense.
I do think it's listed on Coinbase, by the way.
I don't have a Coinbase account, but I'm pretty sure it is.
You know who wins here is Yappers, right?
I mean, you have to assume there's going to be some incentives,
tokens coming either from Cookie and or some of its partners.
I mean, they're just all going to fight
each other for Mindshare now
between each other, the info fights.
I think for Cookie, I've been thinking
about this, right? It's like how
it's hard to displace the incumbent. And Kaido
has a huge lead. A ton of
Mindshare and a lot of loyalty.
How is
Cookie going to really eat into that?
I think they have to give out rewards soon.
I don't know if they can just like dangle a carrot
and say like, oh yeah, you're earning snaps.
I don't think people are going to be super interested
in earning snaps for a quarter.
I'm just still trying to figure out about my quacks.
We're earning quacks, my friend.
What does it mean, though?
What does it mean?
What's our quacks worth now?
All this InfoFi stuff.
Here, let's check.
Well, we hope our quacks will turn into quack tokens,
and those tokens will be valued more than zero.
Oh, my God.
Wow, I am, like, up there.
Yeah, you're high.
I'm quacking.
Damn.
I'm 20th
Damn
Quacks bro
You used my code
Where's Mando at
Mando we need you quacking more dude
God damn it
Sorry
I'm surprised D's even is 42nd Sorry.
I'm surprised D's even is 42nd.
I wonder, every one of these platforms have the different metrics, right?
Yeah, that's also something interesting.
I was looking at who are the CT leaders on Cookie,
and it seems much more heavily weighted
on just pure reach.
So Mario Nolfal's up there.
I mean, he does get a fuck ton reach though yeah sailor oh wow we're not anywhere close lads yeah we're nowhere actually
interesting so it's a little uh steeper interesting let's go year to date
So it's a little steeper.
Interesting.
Let's go year to date.
Year to date.
Wally's number one.
Damn.
That's wild.
On Sam, CZ, Mario, Sweet.
CZ, Dave Portnoy, Michael Saylor.
It's like Wally's got bigger reach than Portnoy, Saylor, and Mario Nothal.
Like, I don't know.
Oh, look at this.
I'm right there.
I can get with that.
Okay, this is the right.
Cookie.fun is definitely the one.
Because I'm top 20.
That's it.
Definitely the one.
I can confirm that Cookie.fun is the source of truth.
How about that?
Because, yeah, there you go.
There you go.
I have 11,000 smart followers as well on there.
And Tyler lives in my head, Renfri.
Where's Mando in there?
There he is. Ranked 13. He's 13 lives in my head, Renfri. Where's Mando in there? There he is.
Rank 13. He's 13th
in my mind. Look at that.
Let's see Mando's bubbles.
Where's Mando?
Oh, wow. Look at that.
Don't whiz me. I'm the biggest bubble
in Mando's world. Look at that. So cute.
Tyler's right there too.
Look at that. I love that.
This is the top 20. Woo! Look at the size of me. I love that this is top 20 look at the size of me
I love that
wow great guys up there
look at that
and Mando's mine
what about Tyler's
let's see Tyler's
let's see Tyler's mine
let's turn it to
turn it to top 20
look at that
anyways so that's the InfoFi news.
What else is there, Tyler?
I thought the Strive story with Vivek was very interesting.
So they're looking to acquire 75,000 Bitcoin,
around $8 billion from Mt. God.
Wait, Vivek?
Like the Vivek Vivek?
Yes, Vivek Vivek.
Ramaswami.
Yeah.
So he's now, I got this Bitcoin acquisition company.
And they are going,
instead of just buying on the open market,
they're trying to buy at a discount via Mount Cox creditors.
So they are going direct effectively to people who have claims and those claims are expected to start being paid out October 31st of this year.
So they're going to have to move fairly quick on this.
But I looked into it basically like they're going through this process.
They're identifying all these claims.
They're partnering with this one 17 Castell advisory group to do it.
They're negotiating and purchasing directly with these creditors.
Then they'll operationalize the transfer of claims and then get the receipt for
their Bitcoin. And they're trying to do this at massive scale.
I think this is one of the first operations that I've seen who's actually
trying to acquire at a discount, which smart.
Versus just buying on the open market.
So we'll see how much of this they're able to pull off.
But certainly a very lofty goal.
And then now another huge player.
I mean, if they are able to acquire $8 billion,
I think they would have to be,
that would put them in top three, I'd have to assume.
Yeah.
Maybe number two.
Indeed.
Bitcoin is doing this thing right now.
It's tingling my balls.
We're at like almost a 108 again.
Wow.
Everybody running back up.
It's the hat.
Propaganda department.
Propaganda is working.
Propaganda department is working over time.
So that's interesting.
It looks like everyone is buying Bitcoin.
Everyone's buying Bitcoin.
Are they going to start buying Solana after this new upgrade?
So this news, Solana developers introduced a major consensus overhaul dubbed Alpenglow.
The goal is to reduce confirmation times from 12 to 13 seconds down to 0.1,
greater than a 100x speed improvement.
This is also going to shift them from their current proof of history cadence
to a faster paralyzed system. As for timing, test net anticipated in the coming months,
main net rollout expected later this year. So it is a 2025 goal here. Some of their contributors
are calling it one of the most exciting improvements since their main net launch,
massively improved UX across all its apps and DeFi. I think the big thing here is why it matters
and what it potentially unlocks.
So in theory, this opens the door
for new categories of apps, real-time games,
really fast DeFi, user experiences
that we don't even really have yet.
And it enables them to compete more
with Web2 infrastructure,
which I think is clear what an area that Solana continues to go after.
I thought they had a very apt tweet from the Solana account.
It said, accelerate summary so far, faster.
And it's a good goal.
I think it's a good area to continue going after.
So I think that's going to be a potential big narrative on the horizon to watch for Seoul as well.
Dude, it's Solana's week right now.
I know Avalanche tried to take it away from them in London.
You know, Solana Accelerate, baby.
And there's some news.
Moonpay was saying they got news coming up for Solana today.
I think other companies have some news coming for them was saying they got news coming up for Solana today. I think other companies
have some news coming for them.
The conference has started. I'm going to be
there Thursday, so I'll report to you guys on Friday morning on
that, but
it's a big one, like honestly.
So we'll see. Solana's
looking good here. Back to 170.
Back to 170. Solana's looking
good here.
Even if Mendoza broke his relationship with Solana.
Do you think Solana goes to all-time high?
If Bitcoin goes to...
Yeah.
Where does Bitcoin need to go for Solana going to all-time high?
I think it's got to go higher than 120.
150?
Does it, though?
Like, at some point...
Like, where do you guys think?
I mean, I actually...
Like, we don't even know where Bitcoin's going to top here.
If it ever tops.
There is no top.
I love you.
Fuck.
This is bad.
I don't know.
Do you think so long goes to all-time high?
I think it does.
I think so long goes to like $350, $400.
Do I think so long goes to...
Yeah.
Yeah, it could.
It could
I don't know
I'm not as bullish on L1s in general
I'm more bullish on the memes
And Bitcoin
I don't blame you
Actually
I think Bitcoin memes barbell
I'm literally about to go full memes
I'm not even kidding
But not memes like microcaps
I'm just talking like Pepe, Mog, Rack
Farcoin
That's it
Nothing else
I think ETH is a trade
I like trades where it feels
Under-owned and if it moves
It can really really gap in
That's what I think about
I don't get that feeling with
Many of the other L1s here
So how much percentage does ETH need to all-time high
And how much percentage does Solana need to all-time high
Let's do that
So ETH all-time high is what 48
So it needs 91% move here
So it's like a 2x to all-time high about that.
So 90% move.
And then Solana needs a...
Solana needs...
But that has a 73% move.
It was more...
So that's price.
If you look at market cap...
I forgot about those unlocks.
It's much less in market cap terms.
Oh, wow. 108, boys. 108, boys.
Wow.
Dude, is this about to happen right now?
108, 1? Is this about to happen, boys?
So we're 1.5% away.
Is this about to happen?
Can it please happen on the show before it ends?
That'd be something.
Who do you think for the
Europa League tonight
Manchester United
Yeah
But they're both trash
It's like seeing like
Dumb and Dumber play football
Yeah
Like Tottenham and Man United
Like Man United had their worst
Seas in the history
Of their EPL right
Oh yeah
They have been relegated
Before Man United
Yeah But I think I heard It's like one of theated before Man United yeah but I think
I heard it's like
one of the worst
like Man United
you know
standings
what are they like
almost last right
yeah
look it's those two
it's Man United
and Tottenham
it's so funny right
it's today yeah
I think Man United
because Man United
is the only undefeated
team in Europe
this season
in the European
like games like in a away yeah not in like third league what do you think Tyler The only undefeated team in Europe this season. In the European games.
Like in a way.
Yeah.
Not in like third league.
What do you think, Tyler?
I don't know anything about this.
Just pick a team based on the vibe.
Oh, man.
United.
Okay.
There you go.
So we're going to have to.
I'm going to bet my United.
Should go do that now.
All right.
Are you guys opening your sports book or what?
Soon.
Come on, dude.
I've been deep in the NBA playoffs.
Yeah, how's that going?
I heard it's like wild.
Well, round one was very entertaining,
and then there was a lot of blowouts in round two.
A couple good series.
I'm going to go bet right now.
We're in the conference finals right now,
so there's four teams left.
And then my hometown, Indianapolis,
Pacers are in the finals.
Again, for the first time in quite some time.
Yeah. NHL has been insane to hockey. Toronto got blown out by, by,
by Panthers and just, they're just like Florida's like,
like again in the finals for the fourth year in a row, Eastern finals.
It's so insane.
The Knicks are playing tonight. Yeah.
Knicks. Yo, honestly, I would love for Knicks to win. Like, it's just such a fun story.
I love that.
I'm not going to watch that.
I'm actively rooting against that outcome.
Why?
Because you don't like them?
Who's your team?
All the Bulls.
But I still get to root for the hometown team.
I grew up in Indianapolis.
I lived there for 18 years.
Where? Indianapolis. That's where I was born and raised. I was there for the hometown team. I grew up in Indianapolis. I lived there for 18 years. Where? Indianapolis.
That's where I was born and raised.
I was there for VCon once.
It's a smaller town. A lot of fried food.
Sure.
That's my
memory of Indianapolis.
It's fried food and Dee's smoking out
Snoop Dogg's son.
And Snoop Dogg Champ
couldn't even speak after that
so like D's just
smoked him out
and that was like
all time
so he walked in
we had this like
huge
that's where the
R house was born
so we rented this like
Airbnb for Threadguy
G-Man
and Locks
and then we
like every night
like 50-60 people
showed up
I'm not even kidding
and D's
remember when D's
used to run a lab?
Like fucking, like with the resin.
He used to travel with a mini fridge.
Okay?
So he ran his lab, and then he would make people dab up.
And Champ walks in.
Okay?
Dabs him up.
Takes a dab.
Gets up.
Leaves the apartment.
We never see him again.
True story.
I swear to God, on my mama.
It's the most insane story
I've ever seen.
That was back in the days
where it was just to smoke weed.
Are you seeing this action?
Yeah.
Bitcoin's going for it, boys.
I'm just waiting.
We should just pick a winner and wait for
the thing right this stage i feel like i'm gonna i'm gonna place my bet too real quick on man united
you just reminded me that's far coin 136 i am cooking boys I don't know if Sam just pulled up the thing Hey
Chris 30 Mac
Let's go baby
Let's go Chris 30 Mac
Let's go All right.
Where's Grifter D-Mac?
Oh, he's already here.
Grifters have been winning a lot lately.
Grifters are hot.
Did you guys notice that?
They're holding the 20th floor.
Just quietly.
Yeah.
But on our show too, dude,
we've had a lot of grifters. What? Quinn's going to hit all-time high quietly just yeah but like on our show too dude like we've had
a lot of like drifters like what dude quinn's gonna hit all time high right now dude on the show
please please do it oh my god everything is sending guys it's about to be genius season by
the way like please we're i mean to be honest i think we're geniuses because we never give up but
like you know the second i start feeling really like a genius, genius, like I'm going to sell out of it.
I know you think Farquhar is like upper non-performing, but like it looks so nice, like a fucking movie.
Grifter with DMACC, what up?
Hey, guys, GM.
How you doing?
Doing great.
Yeah, it's a great day. It's a great day it's a great day to have a great
day uh i uh i'm not logged in on on on uh on firefox yet sorry guys there's not gonna be
music if you're looking on video but there will be music on spaces but from next week i promise
should we do risky click are you watching us on video yeah i, I got video. Okay, perfect.
So let's do that.
Let's do a little risky click.
Do you know the rules, DMACC?
I don't think I know this one.
So I will tell you.
So first and foremost, congratulations.
You already won $500.
So no matter what, no matter what, no matter your risk tolerance here, just so you know,
you made $500.
That's in your pocket.
That's for sure.
Now, the rules are simple. We're going to give you two shots of this, you made 500 bucks. That's in your pocket, that's for sure. Now, the rules are simple.
We're going to give you two shots of this, $250 per shot.
If you look on video, there's nine different tiles,
ranging from 1.20x to 4.20x.
Obviously, that's the amount of risk that you're taking when clicking on a tile.
You're going to pick a tile, and then it's either going to rug you,
you lose, or you go on to the next multiplier.
And which then you'll have the...
What?
Should we get one to pick two tiles?
Two tiles?
Oh, pick two tiles for the first one
and then he picks one?
Yeah.
To make it more fun?
Yeah, I don't know.
So, I mean...
We're not going to make five grand unless if i want you know we should do guys we
should make it so the first 250 needs to be a little riskier and the second 250 in the future
right yeah you have to pick one from this like even a lamp chop like you got to go like hard
mode yeah anyways hold on well let's go back to dmacc though so dmacc did you understand the
rules cano oh yeah yeah i've seen. I didn't know the name yet.
I got it. Yeah, so pick a tile.
Any tile.
Better be 420.
Oh, I like that.
520.
You know what?
He went straight for the 420. I pray that he wins that.
Let's go. This is going to be big.
I respect it, though.
I respect that.
Don't worry, though.
That was a tough time.
That was a tough one.
All right.
We got another chance, brother.
Okay.
All right.
He's going risky.
Which one?
He's going for it.
Trade a meme coin.
He said 3X.
He's going for the 3X.
Trade a meme coin on InsideInfo.
InsideInfo.
Okay.
Guys, please give it to him.
I like when someone comes in with their falls on.
I like this.
I like.
Come on.
Give it to him.
You can try it anyway, right?
Give it to him.
Yeah, exactly.
You may as well.
Fuck it.
I mean, he's got a grifter.
I think he's good.
He's got a grifter.
He's risk on.
Oh, come on. Oh, tough tile again. That sucks. I just saw's good. He's got a grifter. He's a risk on. Oh, come on.
tough tile again.
That sucks.
I just saw the tile.
That was,
yesterday's guy was lucky as fuck.
Today's guy is a little unlucky.
Listen,
Grifter,
DMACC,
we appreciate you for being a listener.
Thank you for coming on
and at least delivering
some fun here.
You still win $500.
Congratulations.
Thanks,
guys.
Yeah,
thanks for playing.
See ya. Guys, are we like, thanks for playing. See ya.
Guys, are we, like, staying on for a minute?
Yeah, go back.
Pull up.
Pull up.
Do we just put, like, the fucking one-second chart?
We've seen 109.1.
Let's put the Rocky chart on.
Which one?
The Rocky.
Rocky music.
I can.
Are you going to hear it on...
Is this going to fuck it up?
Which is the Rocky...
It's called the theme song.
No, is it going to fly now?
Someone's been big here.
Oh, man.
Can you hear it?
Only the spaces would hear it.
It's okay.
I could. Dude,
can someone just send us to all-time
high already while we're on the
show? Do I have a call? Let me see.
What time is it?
Oh, yes. My calls were canceled.
Let's go.
dude, final countdown. Hi, the tiger.
There you go. Dude,
come on.
What are we going to do here?
Are we just going to watch this like that?
It's kind of fun.
As long as it's right around one Oh nine.
I think if we lose it by a lot,
then we might have to.
We're at one Oh.
Okay.
Okay.
Here we go.
Here we go.
Here we go.
Here we go.
can you zoom in a little bit?
Go on. Go on. I'm on the one second chart on Binance right now.
Oh, come on, man.
I mean, look, we're at 109.
We're edging.
Mando, start bidding so we can push it over.
Yeah, Mando, come on, dude.
We know you're on James White.
Deploy the net wealth.
I'm taking off some positions here live,
just to let you guys know.
I've seen too many of these all-time high candles before.
Yeah, yeah.
How about your leverage positions?
That makes sense.
Yeah.
I wouldn't really want to be leveraged.
That's 109 on your chart.
Okay, so we're just at 109.
Yeah, we're at 909.
Oh, wow.
Look at the minute candle, by the way.
Oh, God.
Look at the one-minute chart. the one minute chart are stocks even green today
I guess
I don't know
so this is definitely a crypto move
S&P's down
today a bit
NASDAQ's up
but barely it's like on change
Hyperliquid Perps had 109 too it just
sold off who's the 109 seller it was mando he's dumping on us live guys right there this was
mando's position uh he's james winn james when closing the position live on FOMO Hour
This is Mando aka James Wynn
Closing the position live
Sorry guys
See you guys tomorrow
I don't know if we're going to get it on the show boys
We might not get it
Very live for tomorrow still
Very live for tomorrow
Or later today
LA Bakerball for tomorrow. Very alive for tomorrow or later today. I'm going to go to the LA bank cabal.
Dumping on...
That's funny.
All right, boy.
What with that?
Dumping on retail, guys.
Sorry.
That's so funny.
With that,
I'm not going to be on tomorrow,
but the boys will be
tomorrow a.m.,
10 a.m.
Eastern Standard Time
for another episode
of FOMO on Rock Radio,
hopefully at all-time highs.
Let's go. Oh, my God. Thank you.
