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FOMO HOUR END OF YEAR EDITION!
Recorded: Dec. 29, 2025 Duration: 0:54:28Space Recording
Short Summary
In a recent discussion, key crypto figures highlighted significant market movements, including Saylor's $108 million Bitcoin purchase and the explosive growth of the White Whale token to a $70 million market cap. Despite a rally in traditional markets, cryptocurrencies like Bitcoin and Ethereum are experiencing declines, while whale accumulation suggests shifting market dynamics. Additionally, partnerships like that of Worldstar Hip-Hop and Rek signal new opportunities in the crypto space.
Full Transcription
The End Thank you. Yo, yo, yo, yo, yo, what up, what up, Good morning, good morning, GM, GM!
Monday, December 29th, 2025. Look at that. Another beautiful day to have a beautiful day.
I got my co-host in the house, Tyler. Woo! Been a moment. Good morning. How you doing today?
a moment. Good morning. How are you doing today? I'm good. Had a nice little Christmas
week with the fam. It feels like we've been off for a long time. It really does. I was
kind of ready to get back at it. I had a nice routine going, headed into the break, and
now everything just goes haywire. You have no idea what day it is. With the
new algo on X,
I wasn't even seeing crypto
content. I feel like I had no idea what was
happening. I'm getting NFL football
and Elon Ragebait
posts is my entire time.
Now, of course, Nick Shirley
and Samaya Farad took over,
which I'm sure we'll get into.
I'm ready to re-emerge myself
because you kind of have to now
with the current situation
on Twitter.
I don't know where everybody is.
I'm missing runners.
We'll talk about white whale, I'm sure.
Because I don't even get fed shit.
I'm not seeing...
For example, I'm not seeing K-Money at all
on my timeline anymore.
He's a friend of mine that in the Mog days especially i used to see on my timeline every two tweets right
or like i'm not seeing actually matter of fact if i didn't have your notifications on i wouldn't
see your shit so i don't see your i do not see your morning minutes at all unless i i have no response so i see you i don't see i only see mando a few replies
to a tweet um i i just don't see anybody so something must have gone down the algorithm
so you're right about this and my algorithm right now is erica kirk memes somali fraud memes and
videos and oh for me in my case canada and ukraine paid. So stuff like that. It's really just either rage bait or political bait or stuff like that,
which I don't mind as much, but I kind of want to see some crypto content too.
That's what I'm on X for.
I want to see some shit posts.
I want to see some memes.
I want to fuck around, you know?
I want to see some workout posts.
I want to see some cool shit, you know, which I'm not being fed.
So I've been spending a lot of time on Instagram.
I'm just like doom scrolling this holiday.
Yeah, I got myself.
My Instagram music is up, which is sad.
Sad reality.
I could rather be on Twitter than you on.
I'm watching like pranks.
I'm watching like 6-7 memes, you know, like the dumb shit like that, you know?
So like that's one thing is on one end of the spectrum, I'm watching like political bait.
Some is bait, some is not bait, right?
So a lot of like angering, non-angering stuff, like triggering content.
Let's say it's called triggering content.
And on the other end, I'm being fed like the dumbest brain-numbing shit.
So I don't know what to do with Tyler.
Should we just throw our phones in the trash?
That is the thing.
It's like totally other ends of the spectrum.
Like I get tired of the rage bait on X,
but at least there's like some real content.
Instagram, just like brain rot, fluff.
And then like if you watch the video you get tin burdens on it
it's a little rough out there
yeah so I've resorted to wine during
the holidays you know
we've been drinking a lot of wine I've been working
on purpose just to keep the
keep somewhat of a shape going but
you know but you've been playing
Lego I see you've been building some nice
some nice Lego blocks.
We completed the Home Alone house.
That was a big Christmas project.
We played some nice little Christmas games, which I actually sourced from Instagram.
So it is good for some things.
If you want innocent games for your kids, it's a great place to look.
Man, they're off another week.
So I've got to figure out what the heck I'm going to do with these kids this week.
Yeah, I mean, what do you do?
Two weeks feels like a lot, right? I mean, for the kids,
it's not, but as a kid,
I used to love two weeks. What do you do for two weeks?
How many times do you go to Christmas parties?
Christmas prep. This week
will be more just like activities.
We'll go places.
I mean, but New Year's is in the middle
of the week, so we might try to find a New Year's is in the middle of the week.
you know,
we might try to find like a New Year's party.
It's a really weird week.
Like even from a work perspective,
because like
you start,
you get back to work-ish
in a way,
but you're still like
kind of like slow
from doing nothing for a week.
And then you're off again,
like Wednesday,
Thursday,
whatever.
But then technically Friday
you're on,
but you're not
because it's like Friday. And but you're not because it's like
Friday. So it's like Monday
5th is really going to be the big
comeback. Yeah, that's when everyone's
back. It feels like
it's a long break this year. It kind
of depends on where the holidays land.
It's like if Christmas is on a Monday, you
pretty much work that full week
ahead of it. And then New Year's will be on
a Monday. Then you kind of get back to it around the 3rd. So that's a small break. But when it's at the end of the week like
this, it's like everyone's just in the black hole vortex for two weeks. There's no idea what's going
on. Yeah, it has been definitely worth it. I spent a lot of time on Yeet this holiday. That's what I
did. My little brother's 23 years old now. So like, you know, we, he's at the age where he can,
you know,
we can drink together.
We can gamble together.
You know,
it's like,
it's like that age where it's like,
you know,
we just like do all the dumb shit together.
I mean,
we always did the dumb shit together.
As kids always got in trouble together,
but,
we just spent a lot of time gambling,
drinking wine and just just watching movies.
That's fun.
Yeah, it is fun.
On big moments, the Morning Minute crew,
we ran into the Juggernaut SEAL team.
The way this tournament works
is we're going to have to play them every week now.
So we lost to them,
but because we still had the second highest total,
we got to play them again this week.
You know what?
It's a big mistake.
My personal account, because I was one of the first people ever on Yeet,
before FOMO Hour, my account was not created under the FOMO.
There's no affiliate.
I made an account before affiliates existed on Yeet.
So I must have done close to a million dollars of volume in three days last week.
Wow.
I've been playing back rat, bro.
Bro, I'm like, I'm like, I'm playing back rat like a Chinese grandma, bro.
It's all I've been playing.
Nothing else.
No blackjack.
None of the Yeet originals.
Sorry, guys.
Nothing.
I've just been locking in in Baccarat, Tyler. I've built a system
and I have just been like locking in Baccarat like eight hours for eight hours straight. Like
the other night, I think I played till six in the morning. But it was Christmas. Okay.
I read the Vegas reports, like all the Vegas table game numbers are down
and part of it is because they're making the odds worse
the blackjack used to be
one and a half to one now it's 65
but background's up
background's up
well everyone's thinking about background
even influencers like Dana White
was talking about how ever since he learned about background
he doesn't play blackjack anymore
and Steve will do it to all these people
but it's all about being able to stay at the background table for like a
long enough time and not being like tempted to like well none of this is gambling advice but
i'm just gonna get out there you're here to degenerate speak
so powered by yee but anyways let's move on uh it's another show look um like i think it's not
like there's much to talk about,
but there are still things to talk about.
So we'll discuss kind of like a recap of last week, what went down.
We kind of honestly, we kind of already mentioned some of them top level.
So we'll go deeper into that.
And then we'll just give some money away.
We'll give some money away thanks to Yeet.com.
Make sure to sign up using the FOMO Hour code for a chance to win every single day.
We'll also be on tomorrow, so you'll also have a chance to win some cash tomorrow.
And last but not least, this show is powered by EigenCloud,
built on Eigenlayer security, extends crypto-grade verifiability
to any application from AI agents to prediction markets to on-chain games,
built anything, verify everything.
And Wallet Connect, Wallet Connect powers billions
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to stay ahead of what's next.
Listen, Tyler, I don't know if you've been doing your minutes.
I don't think so, but I'll still go to you.
For daily NFT and crypto analysis.
Tyler D on FOMO.
Our cost of Kit K and it.
Great to bash the bears.
Yeah, folks, we did get a Santa rally last week, but not for crypto.
It was in stocks.
It was in gold.
It was in silver.
Gold hit new all-time high last week.
Silver went parabolic.
It actually sold off this morning here after touching like $80.
It flipped NVIDIA in total market caps.
It was an insane parabolic move.
The S&P 500 hit a new all-time high last week as well.
So those three all did rally,
except for it did not reach our beloved internet tokens.
So Bitcoin, 87.5 is down 2.5% of the week.
So it's basically a flat week, a chopped week.
It's kind of really how it played out.
And we can pull some charts in a second. ETH down 3.5% of the week, 29.40.
Still hanging out below 3K.
Solana down
3.5% also on the week at
124. So that's kind of where it
is. We had a few up moves and they
all just kind of got bartered back down.
It is really how
the week played out.
The ETFs were all outflows.
So Bitcoin ETFs saw pretty big outflows last
week. Every day was outflows.
ETH had like one day of inflows, but it was a net outflow as well.
Saylor had some interesting action.
So last Monday, he announced $749 million in cash they added.
So they got up to $2.19 billion in cash for strategy,
which that's got to be enough to pay their debt for a fairly
significant period of time. So they are not cash hungry. But then this week, he did come back with
more Bitcoin buys. So he bought 108 million in Bitcoin, lower than his prior buys had been,
but still a decent amount. So Saylor is buying the dip. I haven't seen the Tom Lee Bitmain report
yet today. I don't know if that's come out or not. I haven't seen the Tom Lee Bitmain report yet today.
I don't know if that's come out or not.
I did see an interesting report over from Coindesk.
Look in the glass node data.
It seems like Bitcoin whales are the ones are buying. So those over 1,000 Bitcoin holdings have been accumulating across the dip the last few weeks
and are fairly significant
net buyers here, which I think is a sign of optimism.
It really does feel like the whales are driving a lot of the macro price
action on a month to month basis.
But those holding less than a thousand are net sellers still.
So that the minnows are selling, the whales are buying.
are selling, the whales are buying.
Make of that what you will.
On a strongest coin perspective,
I mean, Zeke of the majors has got to be Zeke, right?
It's up 18%.
It's back to 525.
Damn.
It looks, the chart looks good again
after dipping all the way back to 300.
So perhaps the privacy trade back on.
And then we had a few meme runners as well,
which maybe we'll get to in a bit.
But the biggest has been the white whale token,
which my God,
it hit 70 million.
Mad.
I thought there'd be a runner.
I was hoping it would be mine.
I'm not in white whale,
even though I've been seeing this token.
I think I saw it for the first time,
like 3 million. And granted, I would like to not have held it, be mine. I'm not in White Whale, even though I've been seeing this token. I think I saw it for the first time at like 3 million.
And granted, I would like to not have held it.
But man.
Yeah.
It's never the ones you expect in this game.
I saw White Whale, again, when I used to be fed content from crypto.
So obviously this whole thing started after White Whale was the number one liquidation on Hyperliquid on 1010, right?
number one liquidation on on on hyperliquid on 1010 right so he's a user that got hyper um
hyperliquidated the hardest uh with a negative 60 million dollar pnl which was like all of his
money on on on thing on there and he was like known as this really big hyperliquid whale and
he's got he's like an influencer right if i not an influencer i don't mean it in the back like
that way but you know i mean he's got this guy with a lot of followers um and uh and
basically so for those people thinking like that may come out of nowhere so i didn't know him until
the liquidation event um yeah i should give him a follow um and uh but then a token was made
and then i saw him cto it and when i saw the cto going on, it was like close to zero, right?
It's like one to five mil, something like that.
I don't want to, I'm not sure when.
It was like a month or something ago.
And I thought nothing of it.
I was like, oh, okay, like, you know,
someone lost a lot of money.
They're going the meme coin route.
You know, I'm not sure this has got legs.
I was wrong.
I was totally wrong.
And here it is, the chart.
So here, it was around here when I saw it.
I'm assuming you too.
But I'm not sure a lot of people would have held that either, right?
Like it was like two months of essentially nothing.
Right.
We haven't really had a meme like this take off.
Like the meme itself is like, it's okay.
And like the first weekend where it did the run,
a lot of people were using the white whale meme.
It was semi-viral on C2, but we see that.
51 days, by the way. The image of the weekend gets popular. Everyone uses it
for a few days, and then they move on with their lives. This is not a meme that
we're going to see consistently people using on the timeline.
That was my reason. I don't think this thing has a huge ceiling.
So I move on with my life.
But that was a mistake.
I should not have moved on with my life.
I should have spent more time.
Yeah, dude.
Thinking about the upside of the white whale.
Dude, what a cook.
51 days, though, at that price.
Like, essentially zero.
Like, sub two mil. 51 days. So from 1010 essentially zero like sub two mil 51 days so
from 10 10 so it's like 13 10 right right after um and it was let's say that's how many millions
that's about three mil so 67 days sub three mil so even to catch that and to hold it, it really only started running like here,
sub six months or 70 days.
Yeah, start your arrow there like the beginning of December.
So when it really first made that, the first real move.
So that was what, like two or three weeks?
You have a couple weeks to buy.
Yeah.
Accumulate.
But in there, it looks like it's kind of dead, right?
It looks like it's just going to be in that $3 million range.
A lot of needs are going to stop there.
This is the one-week thing.
Look at the weekly.
It's really just one week, by the way.
If I put the weekly on, it's just one week.
This is today, so it doesn't really count as a weekly.
This is one.
Forget today, right?
It's really one week.
It's this last week.
What's notable about this now is we haven't really seen a new mean break 40 to 50.
That's been the ceiling.
That's where we're at.
And this means the lower roller coaster loops, folks.
We used to be able to go to a billion.
Then it was 500.
Then it was 300.
Then 100.
Then it went to 40.
Nuts.
6.7 topped at 40.
I forget the one before that. Wojak kind of topped at 40. I forget the one before that.
Wojak kind of topped at 40 as well.
Those are the two more ones in my head.
This just smashed through it.
Oh, wow.
Wojak is now down to 25, which it's impressive.
It's still there.
So it topped at – it doesn't count 60.
Actually, Wojak managed to get to 55-60.
Okay, so Wojak did get there.
Okay, so he got to – but, like, get to 55, 60? Okay, so Mojic to get there. Okay, so he got to...
But, like, dude, barely, right?
6, 7.
I mean, you and I were in.
It just couldn't...
They didn't want to break 30 mil for the life of it.
I know.
I ran trips, the whole thing.
My targets were higher, so I'm not going to sell one 1.5x On the meme of the younger generation
It's back to the show
It was on the show that we saw it
At like 12 mil to like 30
It couldn't even
It barely even hit 30s
It's like
It's like there's infinite T-wop at 30s
I mean the meme has kind of played out
To be honest
And what else
I mean Troll I saw was still around.
Is it still,
it's still 20.
It's also till 27 of the newer,
right?
Yeah.
That was the last one to break a hundred.
That one's kind of no.
And I mean,
useless and stuff are smoked.
Useless was kind of the meme of the year.
Smoked.
yeah,
that one,
that's,
that's not good.
what about the,
what are the 2025 memes?
That's it.
Those are kind of it, right?
I'm curious about Pepe.
I haven't looked forever.
LaunchCoin?
That's not really a meme.
LaunchCoin was a complete scam.
No, that's not wrong, Pepe.
Where's Pepe?
Why can't I see Pepe here?
The fuck?
Let me just go by Ethereum.
Tibber's doing okay.
I don't know if you want to count that.
Oh, yeah.
What's Tibber at?
I think I saw like 150 million.
Okay, well.
Pepe's still 1.7 bill.
I think, yeah, because Tibber, let's look at the memes.
Just look at this memes This year's memes
I'm telling you it's 170 mil
It's pretty strong
I kind of like that
Our friend D's
He's asking is it putting in a bottle
So we'll see
Is he?
Is he?
See I don't even see D's
By the way how's D's
I haven't seen D's in one fucking time
Like you know what I mean
Like
You know how I see this stuff
Because I have him on notice.
Like, you really, if you want to see the folks you follow, you have to turn notifications.
I'm just going to go to like a con of his content right now.
Hoping that, hold on.
Let's see if this.
He's half Pokemon, half NFL.
I know, I know.
And Zcash.
Actually, let's go there.
Dude, that coin. I mean, the major, I would say, because you can long Zcash actually let's go there dude yeah that coin i mean the the major i would say
because you can long zcash with size like you can put a lot of size on hyper liquid here
what a pump off the bottom dude yeah looks like they're painting it again look at that
you're up 75 off the bottom so it went all the way down to 300? Yeah, 300 pretty much.
That was a big retrace.
That was like your 65% retrace there.
Yeah.
Kind of hard to buy coming out of that.
I think you want to wait.
You want to see it kind of stabilize, show a little bit more.
And then, of course, it's kind of hovering at 400, 450 range.
Yeah.
And then it just.
Well, I mean, even there, like put a lower, lower, lower, lower, low here.
Like you'd think most people would think this is finished right here.
In that moment, it doesn't look great.
But now it does.
It looks pretty good again.
It's crazy.
Lower, low, lower, high.
This court doesn't give a fuck.
Like there's no TA with Zcash, right? It's trading give a fuck. There's no TA with
Zcash, right? It's trading like a fucking...
That's what I was saying the other day. It's trading like
a rare
like
golden
and silver, dude.
This is...
It is.
I feel like it will continue to do that.
I'm zidelined currently sadly this was a big
i don't want to re-enter on perps so when i get back into this i just want to accumulate spot
on the longer term time frame and couldn't break five trading last week so i missed the move
now i was like kind of hard to chase at 525. I think you can start to DCA on a longer term.
If we go here again, these levels.
These are the levels I've had.
I've had these levels for two months, by the way.
It didn't change anything.
I think if you listen to the show, you've seen those white lines on there forever.
But that's 550, Mark.
See, it's still – I think this one's going to be a new all-time high in January.
No time frame on that, but Jan looks good.
Let's look at the majors.
I bought some Bitcoin yesterday.
I guess I was right for a bit, and I was wrong.
I got 88 flat.
Then it went to 90.5.
This is, again, a line that we drew way back when tyler was saying
higher lows higher lows you're still not looking bad here like um it's right on it right like it's
it's really on it like this was the because we were here on the show so we drew this with mando
and you and i i wrote about this yesterday super short, I kind of like the market because we didn't nuke.
But you could reverse what I'm saying and say because we didn't pump.
But I feel like with this low volume, we would have really nuked hard by then.
So I was saying do for rally.
Feels like if the coins really went through the nuke, they would have this week.
What are you saying?
What do you think about that?
I think we're close to the bottom.
Like Mando's, you know,
his logic has been like 80K. He thinks
we're in touch 80K again, and we very
well may.
But I think, for me, if you
are looking for DCA
entries on a longer term time horizon, I think
it's fine. Yeah, I'm spot.
And like, I don't, I personally don't think we're going to be trading
in the low 60s
in 2026.
So if that happens, I'm just wrong.
It's 40 days now in this insane BART.
How many BARTs do you count here?
You asked this.
Let's count them.
So on the four hours,
that's the full one.
So one, two, three, four, five, six, seven, eight, nine, ten, eleven, about twelve-ish, right?
Twelve, fourteen, eleven.
Yeah, I thought I counted like nine, but I might have been a little zoomed in.
On the hour, maybe.
But yeah, that's what's been happening, right?
This has just been a terrible month to trade it.
If you're just buying spots to accumulate, it's fine.
You're not down.
Like you're flat, just totally flat with a handful of spikes and how's our fear is doing and check that
in months i haven't checked this in weeks here okay we're still in extreme fear we've been
well okay so we we said that on the show like you can stay down there for a while we've been down
there for a minute yeah let's zoom out okay let's zoom out to the three month here hold on
so we've been there though 10 10, 10. So since 10,
we've stayed in extreme fear.
Basically.
Yeah.
That was a little pump we had,
whatever for like that day.
So we haven't left that in two and a half,
almost three months.
Wow.
Well,
most of 25,
So all of this period in 25,
we spent there and then all of this period.
Huh? Yeah. It has not been a super bullish year, So all this period in 25, we spent there, and then all of this period. Huh.
Yeah, it has not been a super bullish year overall.
It's the longest we spent in there.
Yeah.
I don't know.
I did see that.
A school thought there was this huge options overhang
at the end of December.
I think December 26th.
So those now have expired.
I don't think we're going to see any big
moves this week.
People are still
away from the desk.
Oh, God. Look at ETH. Same thing.
Gold case. Are we going to see a
rotation from gold?
There's not a whole lot of substance to that other than historically.
Gold will run first before Bitcoin.
Gold is a new all-time high.
Stocks are...
They had a good week last week, as I mentioned.
S&P hit a new all-time high.
It looks like today's a red day.
They're down 0.5%.
I don't think anything significant. I think it's just
a little
sell-off after
a few days
of pump there.
I feel like this is hard
to have a directional day-to-day read
on where we're going to go next
in this market. I don't think anyone
does. I think that's why it's frustrating.
A gold went to $4,500.
Yeah.
So all those people
who were sitting... Remember
at that first peak,
there was the...
Gold was just viral. People were lined up
at stores around the world
to buy gold or trade in.
And then, of course, that was a local
top. That wasn't even, those people are up.
They bought.
And by the way, that was just like exactly two months.
Like that sell-off was exactly two months ago.
It was October 20th.
So, I mean, this could just be retesting previous high and going to fight.
Like I think gold's on its way to 5K.
Yeah.
Like zoom out a bit.
And it's just like.
And then silver, dude, that's been a story and a half
I didn't realize how big
silver had gotten until I saw the headline yesterday
it flipped Nvidia
we have a few markets on that that hit
crazy chart
I think I'm in the camp of like
precious metal,
cool off crypto run,
but like my bias could change like next week.
You know what I mean?
Yeah.
I just think we have end of year candles to paint.
Like those yearlies.
Let's check on them.
The yearlies.
Let's check in on the yearlies.
It's going to be a red year for Bitcoin. What would it take to make it green? 93K. Let's check on the yearlies. Let's check on the yearlies.
It's going to be a red year for Bitcoin.
What would it take to make it green?
93K.
Like, you know what I mean?
What some people will say is breaking the four-year cycle is the fact that it's red.
Because typically it's green three years in a row.
I don't know how much that... Well, this proves the point a little more.
If we close at 94, I'm thinking like... I entered 88 thinking we closed like 93. 94 more because 94 I'm thinking like
I entered 88 thinking we closed
like 93.
I'm not trying to keep this shit on.
Got some hype too just in case
it's always a good beta.
We'll just talk about hype here
in a second. I think just
rounding this out, I want to see
how infos look the first few weeks of January.
Do we see flips?
Are people kind of back at the desk
and starting to rebuild their books
for 2026? Or are we
going to continue what we've seen
in December?
For me, that's kind of
what I want to see play out, to have a little bit of a
stronger directional read.
I did see the interesting...
I saw some EthTH opium.
Oh, yeah?
There was a thread from this account.
CryptoCondom, I believe.
CryptoCondom?
It is his handle, which I guess it's good to be safe.
He had a handful of points.
I'll send it to you in the chat.
But one that was interesting was the eighth staking queue finally flipped
from net exit to net entrance for the first time since September 8th.
Yeah, but I think that's also because...
It's largely Tom Lee.
So if you look at it, it's a lot of Tom Lee.
But there's still, like, the execute is also still going down.
So scroll down, you'll see the execute chart.
It's fourth.
So this is the chart of the balance on exchanges.
So that's, like, at the lowest level it's been since the ETH ICO era.
So he's saying that's bullish.
He goes through a couple of the points.
I don't hate it.
I almost bought ETH yesterday.
I went for hype instead.
I was like BTC hype.
I was just going to pick BTC and one more.
I don't hate ETH here, man.
We had Joe Lubin's partner.
I forget his exact title.
Joe Shalom.
He's the president and CEO.
He's saying he thinks the ETH TVL is going to 10X Shalom. He's the president and CEO. He's saying he thinks the ETBL is going to 10X in 2026.
He's going to come on. I had a call with him before the holidays.
They're going to come on the show. Joe Shalom. Be good.
They're bullish, dude.
If ETBL 10X is in 2026, the price is not going to go up.
I'm just a little wary of the FDV on that, right?
East is sitting at, what, 300?
I'm trying to see.
I'll tell you right now.
353?
Sorry.
Yeah, 353.
Is Ethereum a trillion dollar asset, in your opinion?
I mean, if the bull case plays out,
and all the assets in the world are tokenized.
I see the case.
Here's the counter to, like, okay, TVL goes up 10X.
Still, all that matters is buyers and sellers.
That's kind of like what Stats was saying.
We've been back and forth a little bit.
It will be difficult to see TVL 10X-ing and the price not going up.
Let me just say that.
Because basically it would show that the bull case was correct,
that everyone who thought this is where all the S's in the world are going to be housed are there.
If it doesn't impact price, that will be frustrating.
But maybe price will lag.
You brought up hype.
So let's go to hype because hype,
it has a big week on a couple of notes.
So their competitor lighter is TGA.
Perhaps as soon as today,
we'll see it's been trading with the lit token.
Prediction markets have it at 65% to airdrop in 2025.
As of this morning,
there's only three days left.
So that's still pretty high odds.. There's only three days left. That's still
pretty high odds of a drop with
three days left. Folks still really
think this thing's coming.
What also is coming for
hype is unlocks.
Another 1.2 million
hype tokens are going to be
unlocked, I think, on the 6th
and then on the 6th of
every month. I don't know. I like the
coin.
I like the coin.
Mando was talking about
how his first buy would have been in the
21 to 24 and he didn't want to catch full of life so he
didn't. But technically he was
right in that area.
Like he just didn't buy it. Or maybe he did
for what we know. But it kind of filled that
wick down right here the 1010 wick
See that that's slowly down always to fill it
And it's not looking bad
Don't look happen. It's went through quite a bit of fun. I feel a little bit lately
The lighter thing took some of shine away from it, but my slider was out of the way I
Don't hate it. I'm in the trade for that reason.
Not with size.
And just so you guys know,
I only trade spot.
I don't really put the lever on.
But I don't hate hype here, Tyler.
I don't hate it.
Yeah, I mean,
it's been the strongest new coin in the cycle.
Yeah, and I did see that.
Yeah, I saw what you said.
It says 1.2 million
is only left to be on the stick today.
If any, though.
True.
You're right. This is also not...
Usually this means sell pressure. I don't know.
1.2 million tokens.
It's not insane.
How much is that at $26?
26 million, 30 million.
It's still 30 mil, but...
Is it significant enough to move the price too much?
I don't know.
I think it just still broadly depends on the direction of the market.
So I don't think hype is going to go up against
Bitcoin
significantly
in a continued bear.
The revenue is down.
We do talk about that. I don't know if this is just
the holidays, less people at the desk.
I was looking at revenue
across protocols here this morning
as I was checking back in.
Hyperliquid, $9.16 million in revenue the last seven days.
It's fifth.
Well, it's fifth on the day.
It did less than a million on the day.
Pump funded $7.4 million.
Pump has been kind of down.
What is going on over there?
Is there...
The token price. Pardon me? You don Like, is there... A token price.
Pardon me?
You don't want to check on that token price.
I haven't been checking.
What is happening over there?
Like, is there something going on?
I don't think it has anything to do with the Burbick Law thing, by the way.
I don't think so.
I don't think it's enough to just have those guys just not speaking.
Like, has Alan even been around?
I think that's part of the problem.
I think Andy8052 was talking about this.
He thinks that the combination of no real...
No retweets since November 8th.
No communication from the team,
really.
No updates,
no real commentary on the vision.
And then no structure.
Like the buybacks don't really have the detail behind them.
What's the plan?
The fact that they can stop those whenever.
It's hard to put as much weight on them.
This is a little bit of narrative following price action.
We loved the buybacks when the token was going up.
Now it's, oh, well, you can't trust the buybacks because they token was going up. And now like it's,
well,
you can't trust the buybacks because they may not go on forever,
some of them,
there are sellers.
Sellers have a lot of tokens still.
We're well below ICO.
That's what Mando was saying,
right?
Like the VCs and the investors are in big, big, big, right?
So they must be selling because there was no airdrop.
So airdroppers never got their tokens to sell.
Wow, dude.
This thing is low, man.
I mean, anyone who's ever bought the POM token is down.
So the FDV.
Sorry.
They teach you that 4 billion FDV, right?
Market cap.
FDV, right?
Yeah.
Oh, wow.
It was 4.
In my head, it was 2.5
because I was thinking about Monad.
No, it was 4, bro.
It's 4, so it's down over 50%.
It was 4.
Wow.
It was the year of the ICO return.
That is a terrible-looking chart.
Wow.
So if you participate in the ICO for what was arguably the biggest new protocol of the year,
it was basically pump versus.
It's like one of the most successful companies on the planet in terms of their first year.
It was making a million dollars a day in revenue.
It still is, by the way.
Yesterday, I literally had the numbers pulled up. They made 1.1.3 million in revenue. Still is, by the way. Yesterday.
I literally had the numbers pulled up. They made 1.1.3
million in revenue yesterday. Thanks to White Whale, right?
Probably.
It's down only. That's a tough one.
I wanted to check in on...
Let's check in on Monad as well.
If we're there.
It kind of seems
somewhat maybe found a bottom like it's holding above two
Is a 22 cents okay T it's 23 cents right to be even
percent 15 percent from ICO
man I
No, it's not money looked up in that TG from mega youth at this stage
Yeah
How is maybeEath?
I haven't been checking in on that.
Well, where's the pre-market on that?
It's at 24 cents.
So it kind of trades along with Monad.
So it's a touch higher.
Yeah, I don't know.
I don't know I I don't know
I don't know
it's interesting
so we went for the financial nihilism
part of the cycle where it was just memes
and then we went all the way back
you gotta have revenue and you gotta have buybacks
but that's not working
right like PubFun does a ton you got to have buybacks. But that's not working.
Pub Fund does a ton of revenue and does the buybacks. It still doesn't matter.
Maybe it's just the forward
lookingness and people think that the meme trade
will be worse in 2026.
I don't know.
I don't know if I quite buy that.
Perhaps the Zora competitor.
Maybe this is our segue to the Nick Shirley.
Let's go there.
So that was,
I mean,
we don't need to talk about it too much.
I mean,
100 million people saw it or 112 million views now.
So that video went viral about the Minnesota,
you know,
daycare fraud going on there.
Daycares,
autism centers,
all that good stuff.
So obviously we don't need to go over that and opinions on that,
but you went on Zora and he tokenized it right
I was surprised so I actually found out via my FOMO
so I got a FOMO notification that the Nick Shirley coin was verified
so I had logged into Twitter I knew that this was going viral
I think it's impossible to log into Twitter and not have seen this
over the last few days.
112 million views
is just absurd. But this surprised
me. I did not think that he would
launch a token
on Zora.
But he did.
And he's cooked. He's up
like $40,000, $50,000.
Rightfully so, by the way.
He made $40,000 in fees in the first few hours.
Rightfully so.
The token's at $4.6 million.
How do you find it?
How do you find it on Dex Street Nerd?
Go to base.
So go to Dex and then search the base tokens.
Okay, it's down now. So go to decks and then. Okay.
It's down now.
So it,
I mean,
not a huge surprise.
And basically it went up only the whole first day.
It got to what?
Like 8 million.
Yeah.
It went briefly above eight.
And then it's kind of retracing here.
So it's nearing a 50% retraced.
I tweeted this out yesterday.
Like if you are,
if you are bullish on this base base Zora creator capital model,
this has to be your use case.
If this doesn't work, the most viral creator doing,
I think most people, even he's got,
there's the camp who think he's like MAGA backed.
So there are folks on the left who don't like him.
But regardless, I mean, he seems to be doing, like, objective journalism trying to...
I mean, it doesn't even matter who he's backed or not backed.
At this stage, this journalism, like, showed there was fraud.
Left, right, front, center.
I agree with you, but like the 112 million,
let's say it's not really 112 million people watching it,
but let's see the millions of people watching,
right?
They're not buying crypto right now.
Like they're not in the base app,
like let alone Bitcoin.
They're not in the base app Zora trench,
buying a coin using the FOMO app,
which I hope they will all of them
Like the net watch the watcher of the video is not buying that shit. I mean
I wish he was
Yeah, I'm not I'm still not convinced on the model. Yeah, like you know me, I'm a fan of creator capital.
I'm pro that.
And I agree.
I want this to go to a hundred mil,
but we just haven't seen it work yet.
So you need an example that makes it work.
And I did buy this disclosure.
I bought this because like,
for me,
this is basis chance.
Like if this fails,
I mean,
he would probably like make more streaming on pump fun and going daycare to
daycare fucking streaming. You know what I mean? Like probably like make more streaming on pump fun and going daycare to daycare
fucking streaming you know what I mean like
state to state daycare to daycare
just uncovering fraud you know what I mean
I feel like
even then it still wouldn't go past like 10-20 million
I think I don't know
I had to say this I don't know if people are saying this with tongue in cheek
that like the best way
to if you want to
donate to Nick Shirley the best way to do that you want to donate to Nick Shirley, the best way to do that
is by buying his coin. That is
objectively false. That's false.
It's the best way for you to make money.
It's like a percent of the volume or something.
I don't know the specifics, but it's not much.
So that's not the best way to donate to Nick
Shirley. So hopefully you're joking
about that.
The best way to donate money to him is to donate
money to him.
And even he's going to realize that. The best way to donate money to him is to donate money to him. And even he's going to realize that.
These people are not interested in 1%.
He needs money.
And I don't think he needs it from this coin.
my struggle is, so he actually made a post
saying like
oh someone had commented
that like oh they're
digging up dirt on this guy
like his opponents like I think
the left right like they
want to find out
he said he's clean
and he said he's clean
like this is where this gets a little murky right
because now if his coin goes to zero
it's not a huge deal
but like oh you launched a little murky, right? Because now if his coin goes to zero, it's not a huge deal,
but like,
Oh, you launched a grifty meme coin.
Well,
the problem with the Zora thing or not is it's many coins.
So every post is a coin,
right?
That's why,
that's why people hate Jesse all the time.
you may create a hundred coins.
Right?
So every post he makes, correct me if I'm wrong Oh, you may create a hundred coins, right? So every post he makes,
correct me if I'm wrong,
it's going to become a coin,
right?
I guess I hadn't really internalized that.
Or is it the Nick Shirley coin?
Like,
can someone tell me like,
like maybe I'm,
I'm not a Zora expert.
And honestly,
like if this coin hadn't been also on the FOMO app,
I wouldn't have even bought it because I don't,
I don't really trade on Zora.
Let's say he posts another investigative piece right now on like in Ohio
and post it on Zora.
Will it all go towards the Nick Shirley coin or towards that tokenized piece
of content?
That's a good question.
He, cause Jesse coins coins everything and then he has
like a hundred coins out is that the case for this i would love for someone to enlighten you
because i would have thought my understanding was that it would be its own coin yeah you can do a
coin and in the okay you can do both okay so the answer is both thank Thank you. Okay, got it. Okay, so in that case,
no, then what I say is not relevant
because I was saying if there's 20 coins,
then people are going to hate him for having fucking 20 coins and all of them going to zero.
If it just goes back to the creator coin,
it's different because you just keep
supporting that one coin.
Interesting.
But the bull case, I mean, hey,
if there was a model where it works,
this is the pilot where it should work.
This kid's not going to stop. I've been following this kid for a while.
He's been doing this type of thing.
He just really blew up with this one.
He's just 23, so he's got it, dude. He's going to keep going.
He's energized. He's absolutely
going to keep going.
And I think the baseball needs this one to go.
So the base group's got to pump this a little bit.
I think that's part of the trading bull case.
But we'll see.
In a play, of course.
Okay.
So, we'll see.
Speaking of creators, economy, Wrecked, we got some breaking news.
Oh, do we?
Worldstar hip-hop, it seems.
Worldstar!
Quote tweeted Rek during the show.
So Rek changed their PFP to Something is Brewing.
And Worldstar quote tweeted them.
Uh-oh.
And hold on.
Same color.
Same color.
And Ovi just posted this.
And he goes, getting that Rek logo out there in front of 45 million followers on IG.
Wow.
I have no idea what's going on because Ovi's really good at just not telling us shit.
So I always find out.
Even those homies, he doesn't see shit.
Zero.
So I always find out like this, like when Tab sends me a text.
Interesting.
I like that.
Is this going to be a new drink? Interesting. I like that. So...
Is this going to be a new...
I think this is going to be a new drink, right?
That's a dark color. I guess that's cherry.
Cherry. Ooh.
Cherry wrecked?
Hmm.
Hmm.
Could be big.
But Worldstar, that's a great collab million he's doing his part to like he's clearly branching out you know beyond like crypto right and trying to get into more
normal more retail brands oh yeah their own region their own cohorts which is what he needs to do
that's all he's focused on yeah Yeah, he's doing a great job.
I like that.
So there's that.
So we talked about Shirley,
White Whale,
Distracting,
Markets,
Zeke,
Hype,
Lighter.
That's a good one.
Tomorrow we can go over all the myriad markets that are expiring in the year.
Like all the prediction markets,
a lot of them expiring in the year.
I think we've gone around the blog.
On that Shirley thing, though, I kept, because I still have the thing open. If anything, this is where you buy the year. I think we've gone around the blog. Oh, that's really a thing though.
I kept, cause I still have the thing open.
If anything, this is where you buy it again.
I have no money on base.
So, but like, if anything,
if you think that creator, you know,
things going to work out.
I will plug the FOMO app.
This is, we had say, come on.
We did.
The founder.
It's really nice for situations like this.
Let's say you're primarily on your desktop.
You trade Solana.
You don't trade the other ecosystems.
Once a coin is on FOMO, it's like all the chain abstraction happens behind the scenes.
So you just have balance.
You can buy whatever.
And you don't have to bridge.
You don't have to do any of that.
So it is nice for situations like this. So shout out to Say and Kuru. have to bridge. You don't have to do any of that. So it is nice for situations like this.
So shout out to Say and Kuru.
It's nice.
But we will see, Nick.
We'll see how your coin does.
Hopefully it does well.
I mean, you've got to think that he's working on the next episode.
And he's going to keep hitting bangers.
You know?
So... Yeah, I think he absolutely will.
So there's that.
So we'll see.
It would be fine if this runs.
I want the trenches to run.
So anyways.
All right, Charlie.
Let's see who wins today.
Let's give some money away.
Let's give some money away. Let's give some money away.
I'm not going to eat until I'm starving.
God.
Where's Charlie at?
Charlie.
All right.
So he made it silver. All right, so he made silver.
All right, so we got a smaller wheel today.
All right, all right, all right, all right, all right.
Oh, that's a new name.
GP115C24.
That's a new name.
I haven't seen that person at all.
There they are.
There they are.
Oh, they got the wrecked Mogger.
They're in the chat.
The PFP is fire, dude.
That's fucking cool PFP.
That is a really cool PFP, too.
I don't think I've ever seen this one.
That is a cool PFP.
What are we going to play?
I don't know, man. I miss it all.
Like I told you, I'm in my background.
I stick
stalker. I'm in my background
arc, but we can't. We got to play Elite Originals on the show.
I know. We're going to play Lamb Chop.
He's a Lamb Chop.
That is a Lamb Chop.
He won two Rekt here. Okay, so he's lamb chop. He won two Rekt here.
Okay, so he's been around.
He won two Rekt guys.
Long time later.
Hey, stop hating these motherfuckers.
Okay?
This guy's been listening.
He's won two Rekt guys.
Damn.
All right.
Well, congratulations.
You already made 500 bucks.
So, you know. Oh, wait. already made um 500 bucks
so you know oh wait yeah why is this game already on well cash it out hold on oh wow oh no i guess that game was already started for some reason. God damn it.
Hold on.
That was not for you.
Don't worry.
So 250.
What the fuck?
Did you see that?
And he's still holding the rack.
All right.
To the tracks.
Let's go.
All right. All right.
250 firsthand.
All right, 250 firsthand. All right.
All right.
I'm locked in right now.
I'm so locked in right now.
Ay, ay, ay, ay, ay.
All right. I feel good about the second one.
I feel good about the second one as well.
Come on, go to Trax.
What do you think?
Will you pick, GP?
Mando watching.
Trax again.
Let's go.
Man, this sticker when Mando's not here is so funny.
All right, Trax again.
Let's go.
Oh, whoa.
All right, we're either going to cruise or we're going to get eaten.
The other day, I got three times saved in the first half.
Wow.
It was really weird.
First base save can be very bullish.
Boom, boom, boom, boom, boom, yes, yes, yes, yes, yes.
Bang, bitch.
Okay, okay. We're in. We're yes, yes, yes. Bang, bitch. Okay, okay.
We're in.
We're good.
We're good.
All right, GP.
I'm cautious here.
So, GP, you can either cash out $6.52, which makes it $11.50 for you, or keep going.
But it is your last round.
So, Ecolando saying Albarno.
Ecolando had a good run. Ecolando had a good run.
Ecolando kind of knows his shit.
Some people are saying cash.
But we can mask those comments.
He says cash.
Alright.
I don't like when you have to get saved twice.
Yeah.
He's played a lot.
He's seen this before.
What do we think?
What do we think, Ty?
We're going to catch you.
Don't worry.
I would have gone one more in stats, but I don't feel great about it.
Yeah.
I think he dies here.
Oh, fuck.
Wow!
Oh! Oh! wow oh oh oh
I did not see that coming
oh god
I told you
Echo Lando knows his shit
he called barn
oh no
what a clean run
straight to the barn
oh gosh man celebrating Oh, just a clean run straight to the barn. Oh, gosh. Mendo celebrating.
Mendo wins again.
I'm sick.
All right.
Well.
It's a nice thing to have after Christmas.
I'm sure everybody spent a lot of money in the last week, right?
So you've got a few.
You can go get a few pints here.
All right.
Well, with that being said, tomorrow is the last one of the year.
Last one of the year.
So we'll have some things to discuss.
So with that being said, we'll see you tomorrow morning.
10% of our time.
For more.
For more.
For more.
For more.
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