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FOMO HOUR: FARTCOIN FRIDAY, NEWS, MARKETS.
Recorded: Sept. 12, 2025 Duration: 0:55:27Space Recording
Short Summary
In a lively discussion, key topics included BlackRock's plans for tokenizing ETFs, PayPal's strategic partnership with Hyperliquid, and the surge in popularity of meme coins like Doge. The conversation highlighted significant growth indicators in the crypto space, including rising user engagement in platforms like Pump and Collector Crypt Pokemon cards.
Full Transcription
Thank you. you
Music Check there you go. Whoa. Whoa. Whoa. What's up? What's up? What's up? What's up? What's up? What's up?
What's up? What's up everyone? What up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What's up? What Dara? What's up, everybody? Let me see some love. Let me see some retweets. Mr. B, Treadfy, Spacebar, Paps.
All right, Charlie, let's kick it. Thank you. Yo, yo, yo, yo, yo, what up, what up, good morning, good morning, GM, GM, Friday, ooh, baby, Far Cry Friday, September 12th, 2025, look at that, another beautiful day to have a beautiful day i got my
co-host in the house tyler tyler tyler good morning good morning how you doing today
i'm good it's friday our coins are green very green very nice uh setup here for the end of the
week feeling good you absolutely love to see that in before the the the the red candles that happen
every friday uh but it's okay because, you know, this weekend.
This time is different.
This time is different.
This time, I'm actually very curious to see if this time is different.
But damn, the market is hot and you absolutely love to see that.
Anyways, we'll talk about that in a second.
So today on the show, I'm going to post a broadcast link right now, actually.
Today on the show, today, today,
I mean, the usual, you know, the usual
markets.
Mano's going to come here in a second, I'm sure.
Tyler's top 100. I'm sure he's
got a lot of topics to cover
as he does every day this
week. This week has been like heavy
in headlines. You're like, damn, machine.
And then
giveaway. So someone's gonna make
some money today shout out to the winner yesterday that was fun that was the last two days of yeet
they've been pretty good uh so those were some big hits we gave away two grand to two different
people so each um and today someone's gonna play coin race with us on yeet.com a lucky subscriber
so the farcorn fridays is for subscribers of Cake.com,
D-Gen's Live, so make sure that you follow us on there.
I know we're broadcasting on X now because you guys forgot about us.
You guys don't even know what Tyler looks like anymore.
I'm seeing people on time say, I know Tyler looked like this.
Guy's been streaming for like two years now,
like a whole year with us or something.
Yeah, you're in something.
Actually, he's been more than a year.
So, you know, we're back. He's been on a year and a half, yeah. Right? Yeah, he's been over a year and something actually it's been more than a year so you know we're back
right yeah it's been over a year
so we've been
doing this show for like four years now
Tyler's been doing it with us for a year and a half
but we had to come back to X to show
the people that we still exist
you know but
when it comes to the giveaway you do have to follow us
and subscribe to us on KICK on Fridays
if you want to win.
Anyway, so there's that.
And then last but not least, this show is powered by Wallet Connect.
Wallet Connect is a connectivity network shaping the future of on-chain UX.
If you've connected to Web3 app, you've seen Wallet Connect.
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Great ambassadors.
Folks, crypto majors very green here this morning.
Seoul leading the way.
We've got Bitcoin up 1%, 115.4.
How about that?
E up 3%, 4,555.
Haven't seen those numbers in a while.
Solana up 6% to 240.
240.
Oh my.
Basically 20% off all-time highs.
They said it wasn't ever going to go back to all-time highs.
They did say that.
They're saying that very recently.
It looks like it might, folks. It looks like it might. We'll pull up those
markets here later in the show. The ETFs, the money is flowing again the right way,
folks. Bitcoin ETFs, $515 million in net inflows yesterday, now at $1.93 billion in net inflows
since September began. The ETF buyers, they do not care about your September season now.
They are showing up.
They got back from summer vacation.
They're back at the desk and they're buying it.
In fact, they're even buying ETH as well.
ETH had $179 in net inflows yesterday as well.
And the other headlines, BlackRock is working on tokenizing all their ETFs
in real-world asset funds, according to Bloomberg.
A lot of speculation on where that would be.
Not a huge stretch to think it might be on Ethereum.
PayPal pitched Hyperliquid on expanding its network access to PayPal's 400 million accounts as part of this USDH bid.
But still looks like native markets is going to take the prize.
native markets is going to take the prize. Coinbase is out accusing the SEC of deleting
Gary Gensler's text messages during those critical crypto crackdown here. So last week,
we learned they were deleted. Now Coinbase is accusing them of doing it on purpose.
I believe it.
It's a big day for ETFs today as well. So we've got the Dogecoin ETF, D-O-J-E, Doge,
supposed to launch today. Rex Osprey has Bitcoin, XRP, Doge,
Bonk,
and Trump ETFs that are supposed to launch today as well.
So a big day for more ETFs.
In corporate treasury,
Sharp's technology,
one of the recent sold ads announced a strategic partnership with Pudgy
Penguins.
They're going to use Pudgy's marketing to bring more awareness to Salon
of that.
So we'd love to see that.
And then this China firm Mogu,
their stock soared after announcing just a $20 million plan to buy a
Bitcoin,
eat and sold.
So the market liked that in token airdrop protocol news.
It was a bit of a slower day.
I think pump again,
leading headlines.
So pump got listed on up that yesterday.
It went past 6 billion.
It's back to 6 billion now.
And I also saw the staff at daily active pump app users have passed 35,000 so pump app is pumping so the streams I think
the streams are doing well over there too so in the markets liking that world
Liberty 5 also proposed using 100% of their WFI fees to buy and burn the WFI
token an important proposal to watch. Then Collector Crypt Pokemon. That
cards token is up 18%, 520
million. I believe they had a $1.3
million gotcha pack sellout.
So a ton of demand over
in that arena. Memes are
very green. Doge is leading the way
up 4 or 5%.
Most of the memes up somewhere in the 2%
to 4% area.
NFT's Pudgy Party hit 500,000 downloads, a nice little milestone there.
And then Moonbirds, they had this mystery physical collectible.
And there's about five hours or so left in that.
Given Spencer's background with physical collectibles, with cards,
I think a decent amount of demand for that.
And that was the rundown.
It was actually a bit of a lighter day.
It is.
Wow. I love how that's a lighter day nowadays.
So let's take it
from the majors first. I mean, we got to start
with Solana. We just have to
go there. I mean, if you listen to the stream,
while everybody zigged in
the Ethereum direction, which, by the way, that was the right
direction to take the trade. I think Mando
was very early to call in the trade here on the show, took it
with size, and then nearly retired.
How funny is that?
Oh, no, wait, $4,000 was supposed to be where he retired, so he kind of retired, I guess.
But he called it at $2,600, took it with large size, and he also kind of called the Pico
top, obviously not top for Ethereum to cycle, but he called it, kind of Pico topped into
$4,700 when he started TPing for more Bitcoin, which aged pretty well.
I think he was TPing for Bitcoin at 112, 113, Tyler.
113 mark, I think, that morning.
And it looked good.
And then we said it very clearly.
Every time we speak of him, it's crazy.
His ears are burning.
We talk about the guy.
Oh, purple today.
Mooncrush purple. Whoa, whoa purple today. Mooncrush purple.
Whoa, whoa, whoa.
Mooncrush purple.
And the sun is shining.
Bom dia.
Bom dia, bom dia.
Show us your chest, Mando.
Yeah, I have to shave my chest.
Mando had to shave his chest.
I just shaved my chest.
Oh, it's true. You always have the hair coming out
That's where there's no more
No more
Is Mando showing us his chest
Live on air
Whoa
Whoa
Whoa
He must be really long
The one lady in Web3
Tokenize that
The one woman in Web3
Listening to that
We're gonna coin that
Picture
Make sure y'all clip Hey Jack I know you're making clips for us here and there now thanks to yeet make
sure you clip that one um but yeah yeah spacebar and the end of red guys are uh are absolutely
losing their minds right now um what is this feed what is the chat yo look at the chat the
chat is going crazy yeah you want to see some more flesh?
It's Friday. Why not?
That is insane. Anyways,
oil him up. Oh my god.
Dude, look at this. Look at this. Oil him up.
Can I have hair, please? More.
What did I just walk in on?
Mando is hot. Jesus.
Jesus. We're going to get banned for nudity.
Need a red guy tied to the
center of his chest.
I saw your hairy chest for the last month,
and I thought I'd go the other way.
Mando is cooked.
Mando is hot as Pengu.
Oh, my God.
Fleshy Fridays.
Fleshy.
Like that one.
All daily.
Okay, no, no, not this comment.
Wait.
Nude Mando.
Mando got only fed. Jesus Christ, the chat's going crazy right now. No, no, not this comment. Wait. Nude Mando. Mando got only fed.
Jesus Christ.
The chat's going crazy right now.
Oh, we can see the chat on screen.
They realize.
Woo.
Okay.
Mando only.
Do a calendar, you know.
Wait, you can become one of Onsen's angels.
That's how we're really talking.
You can become an Onsen angel.
On so long.
What ever happened to that?
Like that didn't really go anywhere, did it?
I mean, I would pay 250 sold to go on a date with you.
Yeah?
I don't need to pay because I hang out with you all the time, but I would do it.
Imagine Ansem's Angels running a variety of streaming shows
on Pump right now.
That would do well.
He just gave up.
He fell top and gave up on some of his best ideas.
His daddy, man.
He gave up an electric pimp at this stage you know
there's a market for this
a pump fun pimp
anyway uh yeah
no i had to do a vo2 max test
uh if anyone's done one of those
those is like where they put
the bane mask on you and you run
on a treadmill anyway i turned up
and they were like,
oh, we actually have to shave part of your chest.
So they shaved it, but they didn't shave at all.
They just shaved like weird patches in it.
So this morning I decided to go and do the whole thing.
I could never do that.
That would be like, as a Persian.
As a Persian.
My personal trainer, when we first started training,
he's like, you know, if you shave your chest, we'll really see your abs.
I'm like, brother, I'd rather have no abs.
This is like Persian pride right there.
My entire identity.
I can tell you right now, it's a look.
You have to get used to it.
Yeah.
I mean, it's okay.
It'll grow.
It'll go nice and strong.
Anyways, the reason why we're laughing when we walked in,
because we were just talking about Solana,
and we're just talking about how you perfectly TP'd out of Ethereum at the local highs at 4,700-ish into Bitcoin at those local lows around 110, 113.
And now Solana, which we've been talking about on the show a lot.
So if you had listened to the show a lot, y'all, you know,
we kind of bottomed it at 160.
We're saying that this makes no sense.
It's no longer a consensus trade, and that it's probably a good call.
I mean, Tyler, I'll go to you and then Mando, your thoughts here.
But Solana, $1.240 right now.
We'll share the chart.
What a breakout.
Yeah, it's a pretty clear setup with the debts, the sold debt trade.
We had it with Bitcoin.
We had it with ETH.
We saw it with ETH play out.
And I think a lot of folks were widely sidelined for that whole move as well
or they were late to it and now it feels like
it's happening again with
Seoul right it was obvious
it was clear we had
combined 3 billion plus in
Salon and Treasury Co make announcements
forward
the forward stocks up 40% in the last
two days since they closed that 1.65 billion
in private placement.
I don't know if they're actively buying already or this is just people front running it.
But it's clearly breaking out.
And it's breaking out without a meme explosion.
It's basically breaking out on the back of these inflows.
And this is without really any ETF inflows.
There are a couple of sole ETFs out there,
but no major ones.
I'll try to pull up the data for that.
But it's basically just the data.
So that gives you perhaps more room to run in the future
if and when more major ETFs do in fact come out.
So I'm looking at the sole ETF numbers from CoinGlass.
7 million in the inflows yesterday, 3 million the day
before. So we're talking about
10 million this week.
So it's really not coming
from that. So it's coming from other
areas. It's
got a really nice setup. And then its apps are
doing well. That's the other thing. So there's
not a meme explosion, but Pump is doing
very, very well. Insane. Pump's now other thing. So there's not a meme explosion, but Pump is doing very, very well.
Insane.
Pump's now a $6 billion token.
Man.
Solana DeFi TVL.
We'll come back to Pump.
Solana DeFi TVL is at all-time highs.
It's at $13 billion.
So there's some decent fundamentals tied to this as well.
Wow.
I like this Pump on Solana because it's a fundamental pump.
You just said it,
but we also talked about this on the show.
It's less like meme.
It's actually not really meme-led
because memes are not really running.
Yeah, Farquhar had a good pump.
We can talk about that.
Yeah, Pingu's doing great.
You called that Mando pretty well as well.
Some memes are running,
but it's not meme-led at all.
And this is bullish, bullish. Do we know where
we're at in terms of ETF style? You just mentioned that, but
BlackRock hasn't entered the chat.
The big ones haven't entered
the chat. Where are we in?
They got to...
The SEC delayed the big sticky
ETF. I think we're still on pace
for Q4.
Perhaps
mid-del late October.
I don't think we're going to see them before then.
So there's still a bit of time.
Okay.
So I guess that's good.
I mean, the delayed part is good for the narrative.
I like that.
I mean, you own Solana here.
Where do you TP?
I mean, you're reaching a very big...
I mean, people thought resistance was 220.
You broke through it.
You're at 240 now,
which technically I guess here is meant to,
like is this thing just going to run it
all the way to all-time high here?
I'm not a technical analysis trader,
but I do.
I would, my targets would be above 300.
It would be past,
it would be fresh new all-time highs.
What are the indicators saying?
What are the Renko candles
ex-Bollinger bands?
I tried to add Renko candles yesterday to my shit.
I don't have the products for that.
Should I find them?
Yeah.
What are the Renko candles
and the Bollinger bands saying, Mando?
It's very important.
Am I sharing this yet?
Oh, hold on.
Yeah, you are.
You are.
Let me turn my knife.
Hold on.
It's me here.
There we are.
There we are.
Wow.
Two days in a row of Mando charts.
Look at that.
That's on the daily.
So, yeah, it looks pretty good.
Woo.
Because obviously I had an intraday much higher.
But, uh...
I mean, it looks
slightly...
getting slightly overbought territory, but it looks fine.
It looks strong.
JLP's the one I like even more, dude.
This thing.
Uh...
Yeah, I could own that for a while.
Jesus.
What else looks good?
We spoke about...
Oh, I know one.
Can you do Bollinger Bands and Ranko Candles on RWA?
I don't even know what that is.
It's a micro-cap ass-related meme coin play tied to BlackRock.
Don't do it.
It's like 400K market cap. Don't do it. It's like 400K market cap.
Don't do it.
Nice.
Interestingly, ETH got one though today.
That's what I thought was interesting.
ETH hasn't been trading that well.
And then it got one today.
Let's see what happens.
But a lot of things got one today.
Like a lot of things that even had not been trading that well,
got one today.
It feels like we're heading up.
This total market cap got one.
What was it?
Two days ago.
Yeah.
And now it feels like it really just,
we just see where this tops out.
I've got a few thoughts on ETH.
I mean, ETH, go for it.
The DAT trade came.
Maybe
Sharplink is somewhat
out of ammo. Tom Lee still has
ammo left. I guess where I'm going,
I don't think that trade is over.
They're going to continue buying.
They're going to continue finding new ways to buy.
And then this BlackRock tokenization headline from yesterday.
It's going to take a little while for this to play out.
But they want to tokenize,
explore tokenizing all of their equity ETFs,
their bond income funds,
their money market funds,
their real estate funds.
Bring them on chain.
Their Biddle fund token is on Ethereum.
It's not a huge stretch to think BlackRock is going to build on Ethereum.
Yeah.
Look, this chart looks like it's just playing a higher high
and a higher low there, right?
So it's really now,
does this actually hit another higher high
or does it look like it's going to go, you know,
solid a little bit?
I think.
I don't know. But it definitely got a buy today, which means that it's probably going to know solid here for a little bit I think I don't know but it definitely got a bye today
which means that
it's probably gonna have
a bit of a run here
or like
normally that means
it's a good sign
to have a bit of a run
Dearest into the weekend
I don't know
got a bye
Tyler
come on
let's go
and it got a bye
right after Clemente
I mean
forget your indicators.
Clemente sold.
We don't even need your Renko, Bollinger, Benz.
We basically really run, right?
Like, it's been trading badly.
For, like, months.
This is on the floor.
I mean, it did get, you know.
Oh, I don't like this.
There's a lot of reversal it could do.
If this is the sign of reversal,
like you're looking for it to go back up to like 1.1
before it decides.
At what point are you coming over
to my house
and tying me to a chair
and selling my Farcoin?
At 1.1.
Oh God.
That's not good.
The two ones that got by over the last 24 hours were Farcoin and E.
So they may have a bit of momentum here.
So Farcoin seems to not trade that well, right?
Just like people give up on it pretty quick.
I know.
The ones that seem strong.
Pengu seems strong.
Solana just feels strong.
People are really funny to that. Oh, what's this?
Yeah. Canary Labs tokens.
Canary Labs tokens?
BNB as well.
Again? Wow.
This thing is just going
to the moon. You can feel it.
Even Tron got a buy
yesterday and that went all the way down
to $30 billion, right?
Because of what happened with Justin Sun.
They crimed it all the way back up again.
Wait, I'm actually curious about one
because speaking of Tron and stuff,
how's World of Duty Fight looking?
You figured they're not going to
let this thing go down, down, down.
Genuinely asking. Tron makes a disturbing amount of money people
forget about that so uh justin suns has got a lot of money i think he'll end up fixing the world
liberty stuff with money and then but just a lot of things that are like alts, which I look at, got buys yesterday.
So I think we're going higher.
Bitcoin looks strong as hell right now.
So maybe it has a run at all time high.
But really, it looks like some of the alts look the strongest.
All right.
Well, there you have it, y'all.
There you have it, chat.all. There you have it,
chat.
Can we take a look at some of the ratios?
Like,
let's take a look at ETH Bitcoin.
Let's look at the ratios,
Mando.
ETH Bitcoin is kind of,
it got the sell back then,
early September.
It's kind of,
this is,
this is where you,
you wonder if ETH or Bitcoin is going to outperform here. Like, it's kind of this is this is where you you wonder if eth or bitcoin
is going to outperform here like is that a pretty pivotal moment and then i don't know if i even
have sold btc up maybe a lot of sold btc no i haven't i just haven't owned enough soul recently
like really care about all the different ratios but soul btc looks is i
can tell it looked good wow soul leaf must look good too like a full reversal on that because that
was looking terrible for a moment and i knew when everybody was dunking on soul leaf that
it would reverse at some point it was just getting too aggressive it was like 180 soul 175 soul and
then east was like 4 700.. Yeah, it looks good.
That was looking good for a big reversal too, yeah.
This is on the charts that I don't like looking at there.
Yeah.
Yeah.
Like this is kind of the point of resistance here.
So again, let's see.
Let's see.
What are we looking at here?
Sorry.
This is sold BTC.c okay so we're basically
at resistance on soul btc yeah yeah well that was a previous level of support for a while so
you know it does feel like that right now like souls has had a decent move it's moved about 50
in a few weeks right it was trading 160. Now it's trading at 240.
Feels like you've got to work out
if you still want to be in that,
if it's going to go to all-time high
or Bitcoin or one of these other things.
So we just chill.
Man, this thing,
the dips look like ants.
Yeah. Insane. Wow. the dips look the dips look like ants yeah insane
what a token eh
yeah
there you have it
that's what you should be looking at right now
Ethan Farquhine are they going to move
Ethan Farquhine I like that
I'll get with that I mean Farquhine had
its leading indicator yesterday I mean mean, poor Clemente.
Have you guys read the quote tweets on Clemente's tweet?
My theory is that he still likes, like, all attention is good attention.
Oh, yeah.
Oh, he likes it.
Shout out to the friend of the show.
We like Clemente, okay?
But I just find it funny.
You know, I finally capitulated and sold my Farcoin at the weight 50.
I round-tripped the entire trade and no longer feel confident that Farcoin can make a new all-time high.
Goodbye, Farcoin.
This is great.
I mean, it's funny because it's him.
And I think a lot of people actually did buy on the back of this.
Oh my God.
Oh, my God.
But this is actually what we need.
But this is actually what we need.
And it's not just Clemente,
but it's the people who were late,
buyers who don't really believe in it.
It's the time capitulation.
Yeah.
And it's been a hard token to hold.
You're experiencing it.
I'm experiencing it.
It's tough to watch Hyperliquid go up 100%.
Yeah.
Soul up 50%.
Pump up 100%, 50% off the bottom's tough well we're while we're holding this
meme but it's a tough one i mean it's i was telling you tyler milo i was telling tyler in
the studio before going on air i don't want to say on there is the first time since i got in crypto
that i am technically sidelined from a run-up so i am fully invested i have zeros tables uh like always which
is my biggest four tables my biggest you know mistake always but so i caught eth earlier after
it went to 800 1200 caught it caught solana maybe not at eight dollars but 60 but all the way to
all-time high caught let's say far coin trump mark pepe all these not insanely but caught and this time around
i held my far coin down you force hold at like six seven eight hundred million in the meantime
solana goes from 160 to 240 and i don't have any soul because i had put all my solana into far
coin so i'm technically sidelined from solana right now my biggest hope here is that far coin
catches up so that it makes holding far coin over over Solano worth it. And I have a feeling that if it's my case,
it's probably the case for most people,
for the people that are not stabled up.
They're probably caught in these trades like that.
And that can get you bad.
I hate beats trade.
I've told you this from the start.
Yeah.
Because if you own Pepe or Mog,
as ETH beater, when ETH went from 1,500 to all-time high, like you'd make any money. Yeah. But you lost money. I see. So I think that's quite
a big deal. Like I don't think Farccoin is the best coin to own.
Because, yeah, Solana B2 will only get you so far, as you can even see today.
But I do think it's been beaten up enough that it can go back above $1.
But then I do think it's like, it's not that I think it's going to go much lower.
I've said this to you so many times.
Like, I thought it was a better levered one than it was a long.
Because I didn't think it was going lower. But I don't think it's the to go much lower. I've said this to you so many times. Like I thought it was a better levered long than it was a long because I didn't think it was going lower,
but I don't think it's the strongest one to earn.
You want to keep the upside,
but should it be a whole content of your portfolio?
You're going to get firmer.
Yeah.
I think that's a hallmark of the debt trade is it's good for the specific
coin and it doesn't necessarily trickle down to the ecosystem.
But with that said,
we are
seeing signs of life in this
lot of memes right now.
And POM, I mean, we should talk about POMP a bit.
POMP's one of the
highest performing tokens out there.
Yeah.
It's at 9% today.
Top mover of all the majors. The top volume mover is on Hyperliquid. It's by far number one. It's at 9% today. Top mover of all the majors.
The top volume mover is on Hyperliquid.
It's by far number one.
It's outpacing soul.
It's now almost 3x off the bottom, which is crazy.
And it's a pain trade.
I think the interesting news, there's a little bit of speculation now.
I don't know if you guys saw this about the airdrop.
So take this all with a grain of salt.
There is a Polymarket line on Pump Fund airdrop by September 30th,
and it briefly spiked to 50% last night.
It's hanging out at 22% right now.
People are speculating, does someone know something?
And does that mean maybe a surprise airdrop
is still coming here
in the next couple weeks?
I said take it with a grain of salt
because the order book
is pretty thin.
I could move the line
to 50% right now
with about 400 bucks.
So you need to be aware of that.
Yeah.
That's a big variable.
I'm very curious what that would mean for the token price.
Because if they would have airdropped when this thing was down only at $3 billion,
everyone would have been racing over themselves to sell it.
Yeah.
Are you going to sell it right now?
It looks pretty damn good i would probably hold it
unless it was like a like a life-changing amount of money for me is it was there is it mean did
you guys see this pump airdrop odds like pumping like crazy on prediction markets or was that not Did you just not listen to it No actually
I got caught up in
Tyler literally speaks about that for about three minutes
I'm so sorry
I'll tell you guys why
I'll tell you guys why
I just got carried away with work
Sorry guys
Go on Tyler I'm fine. I just got carried away with work. Sorry, guys. So, yeah.
Go on, Tyler.
I'm sorry about that.
Don't worry.
The conversation's happened.
We've gone through it all.
Okay.
So, exactly what happened, the spike.
Maybe this is time for the airdrop.
What do we think?
What happens if there's an airdrop then?
I think it's a perfect time right now.
I think they should do it.
I think some folks, I think perhaps bag holders are a little
cautious against it because it's
obviously going to be some self-pressure.
But I think the more people bought in
on your token, the better.
I don't think I would sell it.
Like if they airdrop me
four to low five figures
of pump token right now, I'm going to
hold it probably.
If I got a six-figure a figure air drop i'd clip some out yeah i think that pump i mean i i did actually buy some pump yesterday um but you were in the trades before it dropped 20 intraday like
the thing about trades which are very well owned right now they do do move. They give you a shot to get into them.
You just got to make sure you buy them when you have the shot
to get into them.
If an air dog gets announced to pump, it will drop
to 20% again. No doubt in my mind.
And then you'll have a chance
to get into them.
Oh, it'll be very, very volatile.
Yeah.
What a chart, eh?
But that would also increase – I mean, it's – part of this pump, too, is like it's not a ton of circulating supply.
So that would be a big impact to the circulating supply as well.
So we'd have to think about that a bit.
The buybacks are strong.
I mean, we've talked about the comparison to hyperliquid is wild. I mean, they're basically neck and neck in revenue.
And hyperliquid's way higher.
What's downstream of this is I feel like the funerals for the Solana
trenches and the meme trade had been ongoing for a good chunk of this year.
I mean, the people who are playing are doing quite well, I can tell you that.
Just go look at Andy8052 on FOMO, the app that you can live track people and their trades, people publish trades.
He's making like five to six figures a day.
A day?
Personally, I've hit,
personally I've hit five, five,
five X's in the past couple of weeks.
And I'm like casually.
There are trades to be made right now.
And honestly,
it feels different.
Like these things aren't,
we are not in 2023 where you hold tokens that you think can go to a billion.
These are much shorter term trades,
but they're not going,
they're not rugging and going straight to zero.
They were like over the summer,
like they're,
they're having longer shelf lives.
And it's a little easier.
It's definitely not easy mode by any means,
but it does feel a bit easier than it,
than it has been.
And I actually haven't been looking at volumes specifically.
I would have to imagine volumes are up.
Let's hear it, right?
So pump volume is 600 mil, 650.
Bonk is 100.
Believe app is 26.
So it's not bad.
I just mean like from like summer lows, like how does...
Oh yeah, I don't know.
Wow, 30-day pump fund volume is $18 billion.
That's a lot of money.
How do we compare it?
Are people making money in the trenches again, though, Tyler?
It looks like they are.
Yes.
I just don't know.
I know what you're saying there.
Is that, like, yeah, maybe some of the guys are.
I still think it's the same game, right?
Have we had a sustainable winner in the last?
Certainly no, but big, big breakouts by any means.
Yeah, so I will agree with you there.
It feels like it's still the same game, right? You own it for couple of hours 30 seconds what do you mean i think a little bit longer than that so like
that was i think it's from a couple hours to maybe a couple days
yeah it's a volumes weekly volumes are basically in line let's go to solana here
pretty flat it's like stable right now so
we're not necessarily seeing an influx i think what's not stable is the price of soul so right
now if you clip if your average buy size is two soul that's five hundred dollars wow so i think
that might also be a small part of this but i'm not saying spend 12 hours a day in the trenches.
I'm saying maybe
if this is a game that you have played,
like maybe start to pay a little bit more attention to you.
I mean, it's not looking that bad, right?
In the, on the salon board here on Dex.
Let me see Ethereum.
I mean, did you guys see the pump on Rekt?
We should talk about Rekt
and the triple bottom,
the double bottom, the triple bottom.
Bobble, triple bottom, greenie strikes again.
Fellow Yeet.
Oh, you got it.
Look at that.
Look at that.
I haven't gotten it either.
Can we zoom in?
You're zoomed in.
You're zoomed in, all right?
Beautiful can.
Wow.
Wow.
Gorgeous can.
My daughter got home and saw this in our fridge.
Take off your top. Take off your top. I am going to pop the top on this. Oh yeah.
I said this on X yesterday and I'll say it again. I think this might be the best flavor. It is. It's very good.
The subtle touches of peach.
What's the other?
Where the fuck is mine?
Peach and raspberry.
Where the fuck is mine?
Fine, yours first.
Mine second.
Jesus.
You know what?
You know what's the craziest thing, Mando?
Loxie just received this.
Really?
This morning. Bro, I need? Loxie just received this. Really? This morning.
Bro, I need you to speak with Tabs.
Yeah.
We need to have a chat.
I mean, you have a chat with Tabs first
because you're higher on the level of importance in the rect.
Well, he's a top 75 KOL,
so it's actually very surprising to me that he didn't like that.
That's a part of our weekly package.
I'm actually top 13, to be clear. Yeah, you're actually
in the top 75, top 13.
Do you think I would have made like top 750?
Well,
depends. I haven't been sleeping the same.
Yeah.
If you'd got the sailor interview, yeah,
you would have made top 750.
Okay, okay, okay. So maybe I need to go interview
like another president. Yeah. Yeah interview another president I'm working on it
the new president of Nepal who got voted
by discord
guys
that's insane though
I don't know
that much about Nepal
as in their politics before this
they always seem like a pretty chilled out place
and then this has happened everyone just knows them for like everest right uh but yeah really
nuts yeah that is absolutely nuts anyways i've seen the time fly by uh but it is crazy that the
youth voted for the next prime minister of nepal on discord if you haven't seen the story yet uh
it's not really on brand on topic, but you guys should check it out.
It's actually a pretty insane story
to see how they overtook
the government and then decided
to just fucking vote for the new prime
on this.
It's a pretty chill Discord democracy.
The kids of Nepal could come and teach
DAOs in 2021 how to properly run.
Maybe that was
what it worked.
Can Discord be heavily botted? Yes. DAOs in 2021 how to properly run. And, you know, maybe DAOs would have worked. Right?
Can Discord be heavily botted?
Yes.
It can, but, like, there's, you know.
I think we're...
I don't think this is the best process.
Let me put it that way.
They just did what they could.
Dude, Discord vote is crazy, bro.
Absolutely. A lot of global volatility out there. Dude, Discord vote is crazy, bro. Absolutely insane.
A lot of global volatility out there.
Yeah, exactly.
It is actually like, the world is actually like in so much tension right now.
It's actually insane.
So it's nice that our coins are running.
Or else like we'd be like, blech.
Tyler.
What?
Chill where I am.
Is it chill where you are?
Very chill where I am.
I mean, my window's closed right now because of the light for the stream,
but it is sunny.
It's like 28 degrees Celsius.
I'm going to go have a Superbuck tonight.
I'm chilling.
I have the Superbuck minis in the fridge,
that little frosties on,
you know, when the beer's cold
and tells you it's cold enough.
I'm going to treat myself.
So yeah, very nice where I nice ram is it nice where you are
tyler it is i love that i live in a very peaceful village i love that next to school there you go
dude mando since tyler's kids went back to school i've never seen the man happier
in like months like he's at peace he got dressed up for a day and then he's he knows he's done for a few months a year until
the next trimester semester whatever anyways we still got a little bit of time until we get to
our fucking friday winner shout out to us just quickly a ton of you guys subscribe to our kick
so kick.com forward slash djens live just a reminder every friday so monday tuesday wednesday
monday tuesday wednesday thursday we pick a random listener that follows us on kick.
On Fridays, though, we strictly pick a subscriber because we do want to give them a special treatment.
I think it's quite fair once every four days, three or five days.
So make sure that you follow us and subscribe.
So I do want to give a big thank you to people that are supporting us on there.
I know we've been screaming on X again because, you know, you guys forgot about us on X for some reason, but we're back.
And so welcome back uh to us but uh we are now doing this so oh my god so so so so so
um Tyler what else was there anything else Hyperlux was effectively gonna box out PayPal looks like
uh I don't know if you saw this. PayPal officially made their pitch.
I saw that.
Yesterday.
Let me share it.
Is this in partnership with Paxos?
I actually didn't dig it.
It is.
I think most thinking Paxos was the most
qualified team to win this
USDH auction,
which is why there's still some ongoing
controversy with native markets
seemingly being gifted the opportunity here.
My token is going to shrug this off like it always does.
But it's,
I have seen some frustration in bigger holders and this is not commentary on,
on PayPal.
I know they've had a bit of a...
PayPal was the first place I ever bought
crypto, and it was a walled garden.
You couldn't move it
off.
You were speculating on price action.
It was full custody. You couldn't do anything
with it.
They're still a pretty damn
big player.
A lot more people are using Venmo than are using they're still a pretty damn big player. Yeah. Right?
A lot more people are using Venmo than are using crypto vaults.
I think,
I don't have the data backed up,
I would guess.
That is pretty wild.
So who's going to win?
So when does this end?
Like,
when does this raise to be
the stable coin partner of Hyperlink?
I thought it already happened.
Like, the vote was already,
I think native markets will win.
They're 95%.
It hasn't resolved yet.
Who?
Native markets.
Yeah, native markets,
they're at 95%.
Wow.
Interesting.
That is very interesting
that's going to be one to follow
I guess on the positive side
for hyperbolic
they've done something strong enough
that PayPal wants to propose
to work with them
they clearly see the opportunity
the opportunity is big
Native Markets is certainly
going to be a big beneficiary and winner here
um other than that doge is up 20 this week i was looking at the overall mean
market cap i think it actually was pretty damn good means are grinding out into q4
sharp tech the the soldat that came out they made the biggest splash this week and then they
kind of got overshadowed this week by Forward Industries.
They're working with Pudgy Penguins.
They're paying everyone.
I just see sons of
sponsored posts by these guys.
Oh, really? I always saw the
Pudgy Penguins.
Hello, STSS, hit us up.
So Upstack is, everyone's getting
a slice of them, for sure.
I'll take a slice of them, too.
I love talking about soldats.
Yeah, dude, we love talking about dats,
especially the sold ones.
Well, actually,
do you think these people should do a far coin dat?
One will happen, and that's probably when we'll
need to sell.
Yeah, it would be nice. Hopefully they're buying much, much higher.
Look at this shirt. Yeah, it would be nice. Hopefully they're buying much, much higher. Look at this chart.
Man, that looks good.
This is grinding up.
I think there'll be another Q4 meme season.
I don't think that's maybe necessarily a hot take,
but certainly a lot of folks have called for the death of the meme trade.
Doesn't really look like it to me.
Does Doge hit a dollar in this room?
That would be
pretty spicy.
It's a 26 cents. It's a 4X.
I think
it can...
I just don't want to call it.
Right now we're seeing that Solana's outperforming
pretty much every meme on it.
Yeah.
Yeah, Doge might be what happens,
but...
Yeah, I just feel like
the best wrist reward is still in the majors.
JLP! JLP.
I still don't know if Memes still feel like us
Passing it around ourselves
You know what I mean?
Is a new buyer coming in to buy Filecoin?
I don't know
I don't think so
Pengu and the
More brand related coins
They feel like they've got
The other thing where the capital is coming in There is capital coming in looking at Business style crypto the more brand related coins, they feel like they've got like maybe some cap,
like the other thing where the capital is coming in,
there is capital coming in and looking at it as like business style crypto.
So that can maybe happen from a DAB perspective.
But other than that,
like I don't know if I love like Bonk or Whiff or if we go like the top
memes,
like where is that increasing value happening?
It's kind of only, I guess, Doge.
It could just be Doge heavy.
Maybe Pepe does a 5X title, you know?
I mean, if Doge 5X or 4X is, Pepe probably will too.
Let's actually go through the top meme coins.
Let's go through that.
If this thing is really going to go higher, what is the thing driving it?
Well, Doge will be the primary driver.
Driver would be Doge first and foremost.
Yeah.
Let's go to memes here.
Okay, here we go.
Here we go.
So here's the top memes right now.
What is meme core again?
I have no idea.
And I've been scared to ask.
Danny's in this, right?
He keeps on saying, oh.
It goes up is what it does.
But what is it?
Like, who is it?
Anyway.
I feel like it's Doge, Shib.
Is that really going to get a strong?
Shib's not getting a bit.
It's not going to get like a full- DAT, really. A really strong one,
right? But it's not going to stay
the same. Doge 4X is not going to
stay the same. Yeah, yeah. I get that.
It's not going to lead it.
You can make a case that Pingu could have a bigger run.
Out of the top
of the ones on the screen right there,
the ones I'd actually be
most bullish on getting this sort of a
DAT would be Doge and Pepe
and Pudgy
other than that I think it drops off pretty quick
if I'm honest
like I don't know what build on it is but
Fartcoin I think can bounce I don't think it's going to get
the DAT trade necessarily.
Or like not a super strong one yet.
It's not well known enough.
Whiff, I don't think well.
Floki won't.
SPX feels kind of maybe.
I don't think so though.
Trump, no.
Bonk, no.
Shib, I don't think so yet.
It's not that many.
The idea that this is going to do it like a 2x
Seems
Tough
I don't know
I can see
I mean
I can see a Trump dad
Yeah
There already are Trump dads aren't there
A dad for Trump is Is there already that?
I think so, yeah.
Or companies specifically raised to do Trump treasuries, yeah.
There's like five of them.
There's a very interesting, just a quick tangent,
there's a very interesting myriad market on Pingu as a top 50 crypto currency.
And it ends
on Sunday.
And I don't know if you folks were watching
that list. It is literally 50th right now.
49th is MemeCore,
which is a crazy volatile token.
And 51 is
Pum. This market's been insane.
Which is on a huge grind up.
So this is one of the crazier sweats.
Does anyone in the audience know what MemeCore is?
I want to interview the founder of MemeCore.
For the fully diluted market of $26 billion.
I don't know what it is, Mando.
I need to know.
If someone is the MemeCore community, please stand up and come on the stream. I don't know what it is, Mando. I need to know. If someone is the meme core community, please stand up and come on the stream.
I don't know what's going on here.
The viral economy where memes meet money.
Jesus.
This can't be real.
It's real.
They have a meme perp dex called Meme Max.
We literally trade memes all day.
All day.
It has 357,000 followers.
Wait, what?
Plus Pepe's got traded up to $15,000, and I didn't know what they were.
357,000 followers, only 82 mutuals.
What is this thing?
It's crazy.
I have 52 mutuals. What is this thing? It's crazy. 52 mutuals.
I've got 49.
Wow, even less. Do they even have affiliates?
So we can't know who it is.
What is this?
Miko Wallet.
They have a wallet? No.
Meme Max, Meme Core Foundation.
Zero mutuals. Bro, it trades No. Meme Max, Meme Core Foundation.
Zero mutuals.
Bro, it trades up.
Meme Core Marketing Intern.
I don't follow them.
They don't follow me.
Why would they?
You'd figure- You're not in the top 750 yet.
Shut up.
Maybe next year.
Kaito AI.
Kaito, oh, perfect. Kaito AI. Tied it all.
Perfect.
MemeCore intern.
But see, they all have like 45.
It's very sus, right?
Like all the intern, whatever.
I don't know.
I don't get it.
Anyways, slow news day.
Shall we get to the giveaway?
I do have to run in a little bit.
If you guys want.
Far coin Fridays. Farcoin Friday.
All right, Mando. We've had a
couple good days.
I always thought we lose on Farcoin Friday.
Whereas Whiskey Click, we had a really good run.
I think we got to keep playing this until Farcoin.
Yeah, Farcoin's on hit. I agree.
Is this going to be our week then?
Have I just been fighting it in the background?
No, this is our week.
I know the RTP too well.
I love that.
Could be.
So is this going out to one of our subs?
Oh, 2160.
Let's go.
2160. Let's go. Reg 2160.
Let's go.
Very good sign.
Let's go.
Reg 2160.
Love that.
Shout out to you for subscribing.
This motherfucker's been OG.
Love that.
Reg 2160.
That makes me happy.
I love that.
I love when someone good wins.
All right.
Well, they're a subscriber. That's what they want. Ye yeet can you guys see the yeet screen yes you can all right
so reg 2160 if you're here uh pick uh another corner aside from far corner but if he's not here
which is fine because he's a sub and subs win then we'll pick for him uh i can't see the djents i
hate them stream yard chat bugs all the time.
It's an easy pick today.
You pick solo to fart.
It's pretty straightforward.
Yeah, I agree with that.
We still get a lot of viewers live on Kig.
We have like 200 people live.
Is he here?
I don't see him.
We can pick for him.
Yeah, let's do it.
Let's move forward.
Who's playing Limba I don't see him so should we pick for him
all right let's pick Solana and Farcoyne
and to clarify folks he doesn't have to be here because this is a sub winner
yeah usually you have to be here
usually you have to be here because this is a sub winner. Yeah, usually you have to be here.
Usually you have to be here, but he's a subscriber winner.
And so that's all that matters.
He doesn't have to be on Fridays.
All right.
Well, it looks like we'll pick Sol and Farcoin, lads.
Solana wins.
Do we still go for Sol?
Do we still? Do it again.
And that was a 6x on 250.
All right, all right, all right, all right, all right, all right, all right, all right, I feel good. I feel good right now
I love when you have the sound, you know, let's go. Go. I love when you have the sound, you know. Let's go.
Boom.
Killed it.
Oh, right off the bed.
Messi, notice how Mando pressed the button.
You notice how Mando pressed the button.
Let's go, let's go, let's go, let's go. Oh, oh, oh, oh.
Go, go, go, go, go.
Oh, he wins.
That was so close
That was so fucking close
Oh well
He still makes $500
Which pays for like
10 months of subscriptions
Or more
50 months
What am I saying
It's $5 a month right
How much is a subscription?
What?
How much is a subscription?
I don't know
It pays for 100 months
My bad
It pays for 100 months Of subscriptions On. It pays for 100 months of subscriptions
on the show.
I got to go. I got a couple calls to make.
But that was a fun week. Boys, higher or
lower on Monday? That's a tough one because
we're already quite high.
Higher for sure.
Higher for sure.
Higher for sure it is. With that,
with that, with that, we'll see you Monday morning,
10 a.m. Eastern Standard Time for the episode of foam hour on rug radio let's go Thank you.
