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FOMO HOUR: LE DUMP. 📉
Recorded: Aug. 15, 2025 Duration: 0:56:27Space Recording
Short Summary
In a lively discussion, participants highlighted significant fundraising efforts in the crypto space, including $640 million in ETF inflows and USD's $13.4 million Series A for an AI stablecoin. New project launches like Denari Financial Networks and trends in trading behavior were also discussed, alongside the growth potential of tokens like Solana and Useless.
Full Transcription
Thank you. Perfect yo yo yo yo yo yo happy friday y'all let's go to winters again
Look at that
It was fun yesterday
Give us some money
Here we go
Here we go
Here we go Here we go. Here we go. Here we go.
Here we go.
Let me get this all sorted.
Boom, boom, bang.
Let's get ready to rumble.
Everybody's here.
Let's get the Twitch going.
All right, Sims, kick it, baby. Thank you. yo yo yo yo yo what up what up good? Good morning, good morning, GM, GM.
Friday.
Friday, Friday, Farquhar, Friday.
August 17th, 15th, 2025.
What's that?
Another beautiful day to have a beautiful day.
Welcome back to the house, Tyler.
Good morning.
How you doing today?
Good morning.
I'm good.
It's another Friday in the Golden Bull. I will say
I'm a bit surprised. I thought when Kobe
changed his PFP, I thought we were going up
from that point forward
and we've been down on it.
And now, A, I want my money
back and B,
I'm wondering, did Kobe
sell his accounts, Clemente?
What's happening here,
Cobs?
Did you
long the Kobe PFP?
Is that what's going on?
I didn't.
I didn't.
I'm just joking.
But I was mentally longing it,
and I was very bowled up in that moment.
At that moment, I was euphoric as well.
I mean, yeah, Kobe changed PFP to the iconic one
from a few years ago.
And here you go thinking that Bitcoin is going to break through and go to $150K one candle.
But no.
The hard road.
The hard road keeps on keeping on.
Although, it's looking pretty good.
It's looking pretty, pretty good.
And the market is just, you know,
it's just, it's just doing its thing. Anyways. Anyways.
I've ever read when I woke up, uh, burgers, burgers, man. I'm telling you,
it's, it's America, man. It's not even Europe. It's not Asia. It's America.
America is not holding their coins. America hasn't been holding.
Anyways, so down the show, what do we got?
We got, we'll chat markets, we'll chat news,
we'll pick two winners.
One lucky winner will be a subscriber to our Kik channel.
We're going to start doing that every Friday.
So every Friday, we're going to pick one person
that is subbed to our Kik stream.
So D-Gen's live, K kick.com slash djens live and
and pick someone from there and then also we have an extra winner from one of the roles that we
didn't do this week that's just a regular way that we always pick just a lucky listeners that
uses the code uh and then last but at least this show is powered by wallet connect wallet connect
is a connectivity network shaping the future of Austin UX.
If you've connected to Web3 app, you've seen Wallet Connect.
That blue logo is everywhere.
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For daily NFT and crypto analysis.
Tyler, the on FOMO hour calls the kid can.
Great ambassadors.
Yeah, folks, crypto major is a little even slightly right on the day.
We've got Bitcoin 118, 150 flat on the day.
We've got ETH down 0.5%, 4560.
SOL down 1.5%, 191.
So it's not that bad. But it's been another night where we pumped into the morning open and then sold off on the open.
A couple pieces of macro news. It looks like Trump is on the plane to go meet Putin in Alaska today. So there's some
big hopes around what might come from that. And then I saw record volume of options expire today.
So expect some volatility around that as well. I'm sure Randall will have more when he joins us.
In other crypto major headlines, the ETF, $640 million net inflows on Thursday.
That's the fourth biggest day on record.
For some perspective, over the last five sessions, $3.37 billion in the ETFs, $965 million in the Bitcoin ETFs.
So ETFs up $3.1.
They are absolutely dominating.
Scott Bessett came out yesterday morning and said the U.S. would not buy Bitcoin for the strategic reserves, though he did kind of later walk back those comments, said the U.S. will find budget neutral ways to acquire more Bitcoin.
And then SEC Chair Paul Atkins went on Fox News this morning and doubled down on Trump's stated goal of making America the Bitcoin crypto capital
of the world and said they're putting all their resources towards that goal. So not news, but
still something you'd like to hear compared to where we were with Gary Gensler's SEC just a year
ago. Citigroup considering offering crypto custody services focused on stables and Bitcoin and ETH.
Google, this was notable, took an 8% stake in Bitcoin miner terrible,
which led to the terrible stock soaring also just a day after their whole crypto wallet developed.
So I thought that was notable.
And then we saw Denari Global announced the launch of Denari Financial Networks.
They're looking to be an omni-chain order book and L1 network for tokenized equities,
and they are launching on Avalanche.
So good news for the AVAX crews.
In corporate treasuries, SBET released its Q2 earnings this morning.
I think they had their call right before our show.
They held 728,000 ETH and ran a 1.3X MNAP, and the stock has been down only this morning.
And then David Bailey's Nakamoto, they closed their merger with KindlyMD yesterday to launch their Bitcoin treasury co.
540 million already raised, 200 million to be raised as soon as today via convertible note offering.
So they've got 7 plus to buy Bitcoin.
In token airdrop and protocol news, a couple big airdrop announcements.
So Yeet confirmed yesterday.
Yeet, 40% of its airdrop will go to the community.
Hey, and someone's ears were burning.
Right?
As I made that announcement.
That's huge.
40%.
So I think that perked up some folks' attention.
And then Infinex also announced its season one airdrop from their Yap run went live yesterday.
We had OpenSea introduce a new live token activity feed as they continue to lean into token trading versus just NFT trading.
Hyperliquid hit a new all-time high
in daily volume and fees, $29 billion
in volume, $7.7 million
in daily fees. So Hyperliquid
absolutely creating it amidst
crypto volatility.
Then USD
announced a $13.4 million Series A
led by a high framework
to build the first tablecoin
generating yield from AI hardware cloud.
So an AI stablecoin.
I thought that was notable.
AI stablecoin.
Memes were pretty red on the day.
Useless is back to $330 million,
up 20% after getting Binance perps.
So it's looking like one of the big new dogs.
A new launchpad called White debuted last night.
They're doing a 100% buyback and burn of their token.
So potentially one to watch.
And the NFTs, EtherRock sold for 135 ETH, $600,000 for EtherRock.
We are so, so back ahead of a potential NFT rally again this weekend.
Yeah, that's the report.
Wow.
There's still a lot going on with that EtherRock, huh?
That's literally free, guys.
I can't believe it.
They're letting these Ether Rocks go for $600,000.
Literally free, ladies and gentlemen.
That's wild.
Mando, good morning.
How are you doing?
Good morning.
How are you?
We're surviving.
We're surviving.
We're chilling.
We're just Friday, you know?
Market's going to be boring.
I'm not going to lie.
Right?
Yeah.
Yeah.
We're so over.
It's so back.
It's so over.
We're so back, even.
Yeah.
It's just like there.
I'm chilling a lot in Bitcoin right now, which is not really moving.
I'm chilling. I have a feeling this weekend is going to be flat too.
It's just like, whatever.
I don't know.
It doesn't give me...
There's nothing inspiring going on right now.
It's just that and the same story.
Can we talk about this trend?
Mando, I'm curious if you've noticed this.
So when the tokens pump over the weekend,
they're being sold off Monday morning you've noticed this. So when the tokens pump over the weekend,
they're,
they're being sold off Monday morning to perhaps meet the CME where they previously closed.
Yeah.
We're seeing that on some overnights as well.
So like when we see that the overnight pumps,
then they're selling off in the first few hours or like right into the open.
Interesting.
You say that like,
you sometimes see this a little bit.
You used to see this a little bit already with Bitcoin.
Remember,
it was a CME gap.
The CME gap.
I think it would,
it would kind of make sense.
Sometimes it happens in U.S. equities,
but I did like U.S. equities will, will kind of trend back to where they were by the time you open.
And any sort of morning move in Asia or Europe is often faded by the time the U.S. opens, if you know what I mean.
But I would be unsurprised if we see something like that in crypto too. Yeah. Is the driver because there's just more volume in the traditional markets?
Yeah.
Which crypto didn't used to fall into that category.
But now with the rise of the ETF volume, it seems like we more and more are.
So it feels like a trend to be more aware of.
Yeah, it's exactly what it is.
It's like US guys, like huge volume, they go to bed and then they wake up and they go like, what have these guys been doing on low volume overnight?
Like, how have you made the price there, guys?
And they wake up and they go like, no, okay, this is where the price is.
I'm not joking.
That is genuinely the mentality
of the US capital markets
often to moves in European
Asia hours.
Is there a trade where you go long
at the 4pm
close and then you close it
and swing short if there's been a big move
at like
7pm? This is something I've been watching
as I've been doing more intraday trading.
But it's interesting.
Yeah, I think we're going to see it a lot.
What did I see?
Today was quiet, actually.
So quiet.
I don't know what's going on.
I mean, not much, right?
The biggest news were kind of out of the TradFi.
Yeah, a bit of TradFi. Like, this Nakamoto NC is not that big, right? The biggest news were kind of out of the TradFi. Um, yeah, a bit of TradFi. Like this Nakamoto entity is not that big, right?
They're going to buy like 500 or 700 million of Bitcoin. Okay.
Hyperliquid nearly touched all-time high. It was looking good.
Everyone's talking about this e-staking queue, but
this time I haven't seen how much is going to enter the staking queue this time.
But yeah.
Oh god, we got Yeet.
Y's in the chat.
Can we see the chat anymore? We used to have that
on screen, right? I used to like that.
No, Sims can bring it up, I think.
Yeah, I like it.
There it is.
There we go. Y's in the chat.
And I like having it. There it is. There we go. Rise in the chat. And
altcoins, yeah, it was really just hype
that was decent. I put out that tweet
the other day, like, what do you think is going to be the best performer?
And the
winner of
Bitcoin ETH sold hype.
Just to
judge it, I put that on Wednesday
night. The winner was ETH at 37%
Then people said
SOL at 35%
Bitcoin was 15%
That's a big gap
And then hype was 11%
That surprises me
If you go
I meme a lot man If you go I meme a lot man
If you go to the 15th
Sorry, or Wednesday, whatever it was
15th
No, no, go down, go down, go down
It's not even 15th
Go down, go down, go down, go down
Because you tweet a lot man
There we go
2,000 votes, wow
Yeah If you've done this poll There we go. 2,000 votes, wow.
Keep seeing my vote.
If you'd done this poll a month ago or two months ago,
I reckon people would have said Bitcoin.
Yeah.
Or they would have maybe said Sol.
ETH is overtaking Sol there as the consensus trade,
which I think is kind of interesting and hype
hype to be clear is a much smaller uh user base than the other three so maybe it's like
market cap adjusted is trading quite high it's clear that bitcoin's trading the market cap
adjusted the lowest but i yeah i think hype's had a bit of a sideways period here.
I'm definitely interested in it.
The numbers are just too big to ignore.
And it feels like more and more folks are playing the game.
And you mentioned yourself, Mando, that as we get to all-time highs,
expect way more volatility, which is huge for Perps platforms.
Yeah, exactly. Perps make money.
You know this with JLP at these sort of times as well.
How's JLP trading?
It's all-time highs.
Whoa. Actually…
You just stayed in JLP the whole time, right?
Crazy, right?
It's at 5.3.
Started the year at...
Ooh, where did he start the year at?
4.3.
So it's up 25% roughly this year.
Wow.
Which is kind of crazy because
Alana's down
a lot since January 1st.
Jan 1st, Solana was trading at 220.
So Solana's down 15%.
And JLP
is up 25%.
Which is kind of wild.
Man, what's the one year on JLP?
Yeah.
The one year is disgusting.
67%.
Yeah.
One month is 10.
Daily is seven days.
It's not bad. It's a good coin.
It's a good coin, guys.
I wouldn't...
Like, if you're looking to just, like,
own something a bit chill at this time,
I don't think it's the worst thing.
Because a lot of people are saying, you know,
Salana could have a good Q4.
Yeah.
And it makes money, just like Hyperliquid does.
I should have gone back to GLP.
I forgot it existed for a second.
Well, the yield is much lower, but it's... Yeah, but that's why it's a chill point, right?
Still 40%.
How much stables?
Maybe 45% stables?
Go check it out.
I completely forgot GLP existed.
Oops.
I forgot it did too.
And I've been looking at some more conservative points.
I like the play.
I completely forgot it.
And God, I had a metric lot of it for a second too.
Where do you find it again?
Oh, there it is.
There it is.
Earn.
There it is.
So they're 46% solar right now.
8% ease.
13% WBTC.
31% USDC.
Yeah.
Oh, that's heavier.
What's the yield?
Are they quoting?
What are you?
29.71 APY.
Pretty nice.
Yeah.
Wow.
I can't believe I forgot this existed.
It's because of the volatility right now.
Yeah.
It's a pretty good point.
It is.
You're a long soul, right? That's It is. You're a long soul, right?
That's the thing.
You're a long soul,
but I don't think that's...
It's not necessarily
the worst thing to be long.
You're also long
like soul volatility
with which...
Well, also,
there's 10% in Ethereum.
Ethereum's been doing very well.
So it's like,
huh.
Yeah.
Damn.
Completely forgot about it.
Like, actually, like, completely forgot.
Wild. Good coin.
I think Sol's an interesting long anyways
with some speculation around Treasury Co's.
Sol looks good, boys. Like,
all my quons are talking about
Sol. I'm just saying.
I'm just saying.
It's been looking
good, though. Even though it dips, like, it just keeps on printing higher lows and higher highs.
Snow looks fine to me.
Yeah.
It looks to me, like I've said several times,
I think it's a coin that maybe early next year really runs.
Yeah.
There's a lot of talk about treasury companies in the next couple of months big ones
coming up um i think it probably still underperforms
east i don't know about bitcoin but i think it underperforms eve and uh but for owning glp you
own a bit of everything and you have 30 yield yield. If you could own majors at 30% yield, it's pretty fucking nice.
Yeah, it's fucking great, dude.
You can't get that anywhere.
Like, ETH staking gets you like 4%.
Solana gets you 6%.
And you don't really have to worry about plunge protection at any one time.
Like, I don't know what the biggest drop in jlp's ever been but it's well it was after we
had a pretty decent drop when the market earlier yeah yeah we had a pretty decent drop when so
it dropped 30 when sold yeah halved um it's good more than half right it sold to 300
it was like 70%
it went to 300 yeah and then went to like
120 or some shit
yeah 90 right here this is a drop
it's here this big drop
still pretty good
in that environment
top ticked about 5
top top top it was like 4.8 around when we were buying
it's like 4.2 actually we're buying here on the show last time we were really bull posting jlp
was here when i when i was buying it he was here we went all the way to five four five ish and it
went back down to like three two so it never really went that low. No. Yeah.
It's a great coin.
Yeah,
it is.
It's a really good coin that,
you know,
wow.
So the people who haven't been listening to us for a long time,
we used to look at GLP a lot and then we kind of forgot it existed.
But well,
I purposely said,
look,
I'm moving out of first.
I said,
I was moving into Bitcoin.
Yeah. Then I need to eat. Yeah. And now I'm looking out of first day I said I was moving into Bitcoin. Then I said I'm moving into ETH.
And now I'm looking at it a little bit more again.
Yeah.
JLP is, so, you know, for those of you who don't know, it's what you call the rich man's coin.
So that's what we call it on the show.
So, like, when you have a big trade and you're feeling rich, just put it to JLP, NFA, D-Y-U-R, and just chill.
After a big trade, genuinely, if you feel like – so that's something – for me, I always feel like I need to be in the market.
It's one of my biggest problems.
It's like a crackhead.
And when I had a really big trade, I put all my money in JLP,
I didn't feel sidelined, but I still felt sidelined enough
because it's 30% stables, and the rest is ETH, Bitcoin, Sol. And you feel comfortable, right? So it's enough. And I know Solana is kind of very volatile. So you really have that edge. Like, okay, I mean, you still get the kick.
I wish. So a hype version of this would be very interesting.
Yes. Is it HLP?
It's HLP. HLP? Hype does have a version.
It's HLP.
HLP, yeah.
It's a much broader sense of assets in that.
Yeah.
Much broader.
No, hype has it.
There's too many positions I'm looking at.
There's 107 positions.
I don't want that.
107?
Yeah, exactly.
Nah, I can't.
Because if you get to PUPs, you can only trade Bitcoin, ETH, and Solana.
Where do you see HLP?
Through the vaults.
Where's the vaults?
Yeah, yeah, yeah.
Hold on.
It's the first one.
One second.
I don't know what things forever load.
Here you go.
All right, we got it.
It's the first one, first vault.
Yeah, hyper-liquity provider.
Maybe that's all the rest of the year just fucking chill again you should chill when i owned jlp i just sat there and just yeah it's 170
dude it's it's 20x soul 20x ina 20x hype 20x btc 20x zro 20x Omni Per S Pengu
Prompt
Mavia
Some of them are shorts right?
Like all the red ones here?
Mavia
Mina
Blur
Fartcoin
Dude
170 positions in there
I can't
That's not shell
I want 40% hype
10% Bitcoin
10% ETH
Or whatever
Change the numbers a little bit,
throw some stables in there.
With the yield, that would be very interesting.
You can follow people's vaults,
right? You have the Sifu vault.
You have people's vaults.
Is it short?
Is that short? I think it is.
No thanks.
Oh, look at that.
Long hype and Bitcoin short garbage vault.
His definition of garbage was E, dude.
I know, and he was wrong.
He was very wrong.
He was too broad with his definition of garbage, unfortunately.
I don't know.
Look, I think you're better off just having hype,
like buying hype the coin.
It's kind of their hlp because they're
like buying it back with like their fees so you're not going to buy hlp you may as well buy hype
because they're buying the coin back right so that's the bet and then it's probably like a jlp
hype barbell it's probably a good one if you're like cashed up or jlp Farcoin barbell. Yeah, actually that's my bag. A long time,
right?
Fuck dude.
I'm fucking,
I've had this far.
At this stage,
I'm going to have the Farcoin for a year.
So I'm not going to pay taxes on it.
So I'm good.
You know what?
Like that's actually not that bad,
man.
Though when you think about it,
the fact that I'm a proper committee member,
a diamond holder,
I'm good after 12 months,
boys.
Like after 12 months,
I'm,
I'm zeroed out. so i don't mind it
just saying
unless capital gains myself i think i bought november so it's not that far i don't know
when i bought it i've been having for too long and uh i was up a lot for a moment, a lot, but it's okay. Hot air shall rise.
But yeah, that's like today's little bit of alpha.
It's really a GLP conversation again,
because that tends to be a really, really, really comfortable coin in times like this,
especially if you think all the mage is going to rip and you want to focus on your work.
It's not a bad one. Anyways, so I think market-wise it's kind of boring,
nothing much. We should talk about Paul Atkins, Tyler, his comments this morning. Again,
like just super bullish and Scott Besant as well. I know at first it came off as bearish,
but it was a full 180 after that. Yeah. So Besant was speaking yesterday and for some reason came out and said the U.S. is not going to buy any Bitcoin.
I'm so confused about why people thought that that was news.
I'm with you.
I think perhaps that people got their hopes up with the crypto report being published and Loomis putting the Bitcoin Act forward.
And I think more so it was just kind of what,
why did he come out and say it at that point in time?
I think perhaps it was what some people were wondering about,
but then he came out later and again softened it
and said, we'll go budget neutral to still find ways
and make the Bitcoin superpower of the world.
So it's a total nothing burger.
It's all information that we already knew,
but still, I guess perhaps because August is a little bit slower, of the world. It's a total nothing burger. It's all information that we already knew.
But still, I guess perhaps because August is a little bit slower, people are
overreacting to it.
And then this morning, Paul Atkins came out.
Again, things that we already knew,
but it's nice to hear him say it.
He's out there saying
that
Trump wants the U.S. to be
the crypto capital of the world,
and we at the SEC are going to put all of our manpower.
So not even some.
He basically made it seem like it's a primary objective right now
to really help put the framework in place to put America in the draft.
Which I think you've got to be happy about.
This is so funny.
Like Trump literally like said that,
like on the,
I love the crypto capital of the world comment.
Cause he said that at Bitcoin conference.
And then when I interviewed him,
he literally like doubled down on that.
I know it.
Cause I pulled the clip back.
I need to repost it.
It's like,
we're going to make America a crypto capital of the world.
He's been saying that since like Bitcoin's 40K. And, because I pulled the clip back. I need to repost it. It's like, we're going to make America a crypto capital of the world.
He's been saying that since Bitcoin's 40K.
And for some reason,
and you have Paul Atkins coming on national television,
on Fox Business, saying that again,
and people want to call tops here.
I don't know.
I think a lot of people need to go on vacation.
It's August.
Go on vacation now, because September is going to be busy.
You should be working 80-hour weeks in September. Go on vacation. A lot of you did not go on vacation. It's August. Go on vacation now because September's going to be busy. You should be working 80-hour weeks in September.
Go on vacation. A lot of you did not go on vacation.
Go on vacation.
A lot of you guys need to
go to wherever you can afford and just
chill for a bit because this is super
bullish. She said the full manpower, Tyler.
That's a big 180 from last year.
It's so big and you just have the full manpower, Tyler. That's a big 180 from last year. It's so big.
And you just have the full green light to build
and know that you have at least three years of runway,
if not more, with pretty clear skies.
And again, I feel like we will have made so much progress now.
There will be so much capital in crypto
that I'm starting to struggle to see
how,
even if like AOC is president in 2028,
like how she would potentially reverse that.
I'm starting to,
that path is even becoming much less clear to me.
So a lot of progress clearly being made.
And I don't know if you,
maybe this is a quick segue, but
I was looking at the strategic
ETH reserve numbers today.
Yeah, I have it here.
The ETH reserve, the treasury
code is effectively plus the ETFs now
hold 10.3 million.
This is after SBET's
up to 728, but it's more
interesting. Go to that chart above.
Pro can expand it.
So it's basically doubled
since July.
They have another $20 billion
to deploy, right?
That explains what we're seeing.
The chart is relatively flat, slow grind
up there for most of this chart.
And then it really
starts moving
basically mid-July, right?
Which just kind of goes to show
this pace of accumulation.
And again, I don't know
how long this pace is available for,
but it is, again,
arguably the most important trend
in crypto right now
is this curve.
And there's no signs of it slowing down.
Tom Lee's got the green light for
$20 billion. He's only got $5 billion right now.
Or $20 billion more.
And Sharplink is,
I think they said on their earnings call, I haven't had a full chance
to digest it yet. They said they're going to
look for more ways to raise
capital beyond just selling
shares at the money, which I think
shareholders would love at this point
given SBET is underperforming
ETH here.
But that's
always been one of the bull cases,
is the additional financial engineering taxes
they have. They have a lot of ETH.
They have a whole lot.
I mean, $728,000 for SharpLink
is a mind-blowing number.
If we didn't have Tom Lee and Bitline ahead of them,
in a vacuum, you'd say that is an insane pace.
How did they pull that off?
It's really impressive.
Myriad was building the markets,
assuming like an 80,000 a week ETH accumulation pace.
I think they did 130,000 in the past week.
Yeah, it's pretty wild.
This week, I think, will probably be a little
slower. If they report again
on Tuesday,
I'm not sure that they will have put up another
$80,000. So we'll see
how it evens out. It's barely trading above
now, right?
Maybe even below a little bit.
Or like barely above.
Wow. The pool here, you have 72% yes.
I mean, yeah, it's a million by September 16th.
Yeah.
That looks pretty easy, honestly.
Looks like that's quite achievable.
Anyways, how is the rest of the market doing?
Memes are kind of rad.
What else is going on?
I'm useless.
Just quickly on the memes, we've got to talk about it. Yeah. There hasn't been a whole kind of red. What else is going on? Useless is quickly on the memes. We've got to talk about it.
Yeah.
There hasn't been a whole lot of action.
But Useless continues to grind up.
When Bonk kind of fell out of the spotlight,
it went down to $200 million.
It's now worked back to hit $330 million this morning,
which makes it, I I think by far the top
meme of
2025.
A new meme.
Yeah.
And I'm trying to think what's even in that realm.
Popcat's probably around this right now.
What's the
between useless and
fart coin on the
Solana board? There's not a whole lot.
Whoa.
What a comeback.
It went up to 183 mil.
Yeah.
So almost a 2x off the bottom there.
Wow.
Coinbase listing too.
Bongai wins again.
Bongai's sitting pretty unuseless.
And now the chart looks good.
Has Farcoin been listed anywhere?
Well, it has Coinbase,
right? But that's it.
Coinbase.
Does it have Coinbase?
Yeah.
It has Coinbase, no Binance, no Robinhood.
There's some shit going on with Farcoin.
There's someone
must be farming this thing. I don't know what's
going on, but where's SPX at?
1.4 bill still? Well, I haven't
looked at specs in a long time.
It's weird.
A little weird price action. I think
you would have expected it to perform
better with this ETH rally, and it's
not. I mean, none of this ETH rally, and it's not.
I mean, none of this ETH means...
It's coming towards Q4, and that's when he said he'd sell, right?
Uh-oh.
Is that what he said?
I thought so, right?
At some point...
I'm out of the SBX trade.
I wrote it.
I got in around $1.10
luckily sold a good chunk around $1.80
I don't know
I haven't been loving this price action on it
and it's so expensive
yeah
what are punks at?
$2.25
we're not doing our SPX targets anymore
no we're not
dude we're over them. He bought a second
punk.
You bought a second punk, right? While I was away?
I did.
Damn. My fuck is
balling, bro.
Mando, what are you buying a punk?
The fuck?
Yeah.
Tyler bought a second punk too, right?
Is it like a wild
Harry like this?
Smoking wild blonde, yeah.
No way, bro.
Nice match for...
Damn!
Man, our boys
play 275 bands on a punk, dude.
Sheesh!
Here's my...
I felt underexposed to ETH.
And for me, I would rather hold my ETH
in a punk than just holding it in a spot ETH.
That's just me. I think it's more fun.
Interesting.
it was basically as simple as that.
I love this. Look at the two punks.
It's great.
Look good together.
Mando, you were supposed to sweep punks.
What happened?
Yeah, I didn't in the end did I
I'll just be straight chilling
so funny
I almost bought another one
also the other day Tyler but I don't know
it's expensive dude
they are I mean it's definitely riskier up here right I almost bought another one else the other day, Tyler, but I don't know. It's expensive, dude.
They are.
I mean, it's definitely riskier up here, right?
Especially given they're 80K or 100K.
Yeah.
The nice thing about two is I can sell a rip now.
Yeah. That was a bit of a good one.
Yeah.
They're nice.
The rest of the market is kind of like mad.
What else is going on?
You would know, but I don't think there's too much happening.
Etherrocks are selling for $6 million.
Literally free, dude.
You know, I mean, what's very relevant, right?
So I think we've got a comment that we should talk about airdrops and protocols a little bit more.
So Infinex had its YAP1 airdrop go out.
That's not tradable. So if you
casually following that,
they're basically getting token rewards to people
for yapping.
But you can't sell them because the token's not
live yet. So if you go check,
the top 500 people got that. I got a little bit.
It may not mind. I got a little bit as well.
But the bigger
airdrop news is
that Y is in the chat, yeet, 40%
community
and what's interesting is
in these quiet times
I don't know, I feel like
A, people look for
where can they go farm, what are the farming opportunities
is that that crazy though, 40%
KPM was just like, I want to say something
about the airdrop, but we were like
so we're gonna we may not just have one airdrop right so so but it's just that we have
we've made sure that at least 40% is that uh of the total supply will be going to the community
um and and we're looking at like even I'm not but we just wanted to say something to like get people noticing that we even
had an airdrop.
We've had a lot of people be like,
you have an airdrop.
Yeah.
Yeah,
we do.
Yeah.
People don't pay attention,
but I think some other sites have been quite low.
Like I think shuffle was like 28% or something like that.
So we definitely want to do it better.
I mean,
pump hasn't even given an airdrop.
They're at zero% so anything above 0
is beating them
40% is pretty good
I feel like recently the average
has been closer to like 20
for a lot of these
for the community though
or do you mean like how much is released on
day one
yeah I mean I guess there much is released on day one?
Yeah,
I mean, I guess there's a difference between day one and like forever allocations,
but the way
that these have been dragged out,
like the day one is much closer to
like 10%, 5%
to 10% lately.
Wow.
I think that's
the main thing. We're just trying to work out
if we do successive airdrops
or just one
but I think it'll probably be successive
how we want to reward
so like affiliates we also want to reward as well
so like people
if you're bringing on people to the site
like phone wow
there'll be a slice for that as well which I would also call the community but if you're, if you're bringing on people to the site, like phone wire, there'll be a slice for that as well,
which I would also call the community.
But if you include that,
it's also going to be hard net.
For sure.
When is it?
Undisclosed time.
I'm just asking the right questions.
Phone wire could hopefully do well.
Like, uh, Wizard of Soho is obviously going to do well. So you can hear a lot about it on the timeline.OWire could hopefully do well.
Wizard of Soho is obviously going to do well, so you're going to hear a lot about it on the timeline.
We're definitely going to do well.
FOMOWire has got to be up there as one
of the top affiliates.
We're definitely going to do well.
Be an affiliate. Invite your friends.
There's definitely going to be
part of
the token
supplies is going to be going directly to
Epilates
Yeah, we're definitely
Up there
I'm pretty excited for it
We're going to pick two winners
What's the code today, by the way?
We got two winners coming on board
One for the code
One for the code today
That way we have that.
How are we doing on built for big modes?
Let's see.
The thing about this thing is that like,
it's just, if one person just gambles overnight,
it can really shift stuff.
Like if J. Colby has one person come through here.
Not bad.
All right, we got a nice little lead there.
You guys got to gamble more.
But you do know also that it's not a...
You don't just go automatically through.
Yeah, it's a loaded dice roll.
We do a loaded dice roll weighted.
So this will be a...
Whatever it is.
What?
80% or 75%.
That would be fantastic.
So Jersey does a 10% chance of going through.
We basically weigh a dice roll
based on these volume figures.
The code today is yeet.
Wow.
Really went out there with that one.
Give me a break, man.
Come on.
You don't like the code?
Come on.
It's summer
it's fucking summer man
don't bust my balls on a Friday
it's summer man
yeah don't bust this ball
on Friday bro
it's fucking summer
yeet is the code
one winner and then the other one's gonna be
one of our subs
so reminder kick.com for such DJ's life.
Subscribe to us to have a chance to win.
A question for you guys.
So, what happened yesterday?
Like, why do we hate this guy?
Because I want to hate him too.
But I didn't get the story.
I was going to bed, and I saw that.
And everybody was hating this bags guy. Now, I also want to come in and get the story. I was going to bed and I saw that. And everybody was hating this Bags guy.
Now, I also want to come in and hate the guy.
Why do we not like him?
You know what this app is?
You know how this app works?
I have no idea what happened.
I literally have no idea what happened to it,
despite the fact that he looks like Cali.
He looks like Cali.
That's incredible.
What is this all about?
Like, what's this thing?
The bag is a new hot app on Solana.
And how it works is it's almost like an app to create homage coins.
So, like, you can share your revenue with somebody else's X account without them choosing to and what we've seen is so for
example why has the one done this with me the fuck you might like there's no doubt in my mind
you'll have for rope coins if you if you go and if you go and uh like do i verify my ex there was
some light fud earlier this week because KOOP did like 50 of them
and one of them was wrecked.
You can do it for anyone's
account.
So it's like
I'm sure there's Mando coins on there.
People are doing it for literally everyone.
I think maybe
there's like variations
in what you can do in terms of exact ticker
but you can create a coin
without somebody else's permission basically
using their IP. So this
became famous because the Nyan Cat, you know
that guy? Yeah, yeah, yeah.
A coin was created
based on his, created on
the Nyan Cat and he took 50%
of the rewards. They did it for
they did it for
Matt Fury as well, I think. for they did it for Matt Fury
as well, I think. I think there was a Matt Fury coin
as well. Pepe. It's Pepe.
It's Pepe coin.
Basically, these creators just come on,
they claim their coin, they dump it, and then they
are going to move on.
You take 50% of the royalties.
Hold on. Let me see if there's
money in there.
For your bags, basically. And then they get the royalties for it
And so what happened with the founder?
I didn't even know anything about this
And then yesterday night people were like
Going crazy at the guy
Well there was a Mr. Beast coin
On here clearly
Where he was getting 50% of the revenue
And it was something like he was meant to
shill it, but anyway, people don't really
like this app because in general
it creates coins which are just going to zero.
There's been no
long-time runner
like that. There's just a ton of coins that just
pump and then go to zero.
People have generally
kind of attributed this guy
to the reason because he is instead of attributed this guy to the reason
because he is, instead of trying to, like, lean into the winners,
he's basically encouraging lots of people to create new coins.
And it's not creating perhaps the best environment.
But there's a Mr. Beast coin.
And as he went on, I think it like dumped.
I think he was maybe meant to mention it.
He said he was mentioned.
Apparently he didn't mention it.
And then it just dumped.
Well, it's a pleasure to meet you, dude.
Thank you so much for your contribution.
How are you so rich?
But he's like, he's going to go on twice or something.
What did he do wrong?
Why is everybody mean with this guy?
Like, yesterday there's like 50 tweets.
So he's been called out for like encouraging scammers
to come on to the platform
and release coins.
So like, he's just generally
been seen as like a bit naive
and he has this sort of also background
where apparently he like released NFTs
or something like that.
There is a history to this guy.
It feels like Tyler's deep in this one.
I think Amanda explained it well.
I was marked safe from this.
I'm just not really in the soul trenches right now.
I don't know Finn's background.
This situation, people saw this Mr. B stream,
clearly bid up this coin.
They ran it up to $3 million in
an hour. And then
they all expected Finn to shill it
on the stream, which he got on the stream, which is
the hardest part to do.
And then he didn't shill it. And then it went to
zero and they all got pissed, basically.
And that's
the best way we are
of what happened.
This feels like another day
In the
It's just another day
In the trenches
I mean this
This is the most likely outcome
And it happens every single day
But this time
It sounds like just
Bag holders are mad
Exactly
Like
I'm not mad about this
But the pitch
Has basically been
This is the best way
To onboard
Celebrities Like real celebrities So all you have to do Is log onto the app Claim their royalty but the pitch has basically been, this is the best way to onboard celebrities,
like real celebrities.
So all you have to do is log onto the app,
claim their royalties.
All you have to do is the idea was that Aiden Ross has a bunch of coins as
well.
And so does Mr.
Beast.
So his pitch was meant to be log onto the app,
collect your royalties.
You have these coins already pre-made for you.
And apparently he didn't really do that.
And the coins were just like, don't.
Okay.
But there may be a Faroe coin.
I think there's like 10 and some coins.
There's loads.
I don't think so.
You just make coins for other people.
Huh.
Interesting. Huh. Interesting.
Okay.
People have said that this is an interesting concept.
How do you search a coin?
Slightly gets around some of the...
Like, for example, we know Chill Guy had that whole issue around it at the time.
Yeah. Where, like, oh, he was pissed that you created a coin or this sort of stuff
there's a way from Origin
to make sure like
as long as they have an ex account
that somebody else
who owns the meme
or is related to the meme benefits
from the meme
so people come up to it it's just like it's not perfectly there yet yeah the meme benefits from the meme.
It's just like it's not perfectly there yet.
Interesting.
Okay. I was just curious. I was going to bed and people
were just like going crazy.
I love how
you're on my time zone now as well.
I know, right? It's just like I miss a lot of the things, but also in summer, like really happy to miss
those things.
Cause they're kind of, I don't know.
You don't like being in the trenches.
Wait, he co-founded D God's.
No, maybe no, no.
I don't think this is the same guy.
Ah, it's a different guy
Different guy, yeah
Nah, I don't think so
I don't think it's the Digos founder
No, no, it's not
Fin Digos is the guy working with
Fair guy, isn't it?
Yeah, Fin Digos is different
Interesting
Yeah, the trench, no, Mando
Actually, at all, these trenches aren't even
fun like a 21 trench is fucking fun what's up sims all the chats going off saying it's it's
definitely him is it like all all all of our kick chat is just going it's him it's malcolm
no malcolm's the one mac d guys when working's the one working with Threadguy. Mac guy is cool.
Okay, so it's D-God's guy.
No way.
Someone decided this is 100% Finn D-God.
No way, bro.
That's so funny.
Okay, so this is verified. I mean, we're going off a kick fucking chat.
There's a lot of people saying yes.
I'm shocked at how strong the trenches still are.
There's still like a big group of people.
Is it?
Yeah.
Same people.
Oh, shit.
When you search Finn D-Gods, Finn back is the first result.
It's just a different game.
Which is 30-second holds.
Yeah.
We're down to 30 seconds, though?
Crazy. Huh. Yeah. We're down to 30 seconds though. Crazy.
Huh?
Anyways.
Okay.
Well,
I guess that's really it guys.
I think we should just give some money away and then everybody should go
into the summer.
Marcus are dumping.
Yeah.
We're going to have Fridays are red.
Fridays are always red.
Like every time I'm so used to this now.
Fridays are always red. So you I'm so used to this now Friday's always red
So you're better off just doing nothing
Mark is gonna suck for a while
Just use yeet this weekend and buy some rugs
It's reminder, you know, we also have a fucking fat airdrop community coming
It's just written everywhere I like toirdrop community coming. It's just written everywhere.
I like to remind people sometimes, too.
It's fun.
They're like, what?
Yeah, dude.
You should just be predicting.
And using heat.
Anyways, let's give some money away.
Let's pick some winter sims.
Let's have some fun.
I'm also tired.
Jesus, I need to sleep.
All right, let me bring this up.
Front coin Friday.
So we doing a coin race?
Corn race, baby.
You know the vibes.
We'll do two coin races.
We'll do two different races, Tyler.
If the winner's there, you can pick.
If not, we'll just pick points.
Look at that.
People not putting any bets on.
Getting exploded.
Four of you.
Shaking my head.
Right.
First one.
But then we pick a sub, right?
I've already got one in the back that my son tried to pick for us.
Probably nothing.
With a one.
Congratulations. Probably nothing. You one. Congratulations.
Probably nothing.
You win some money.
You're going to make it.
Probably nothing.
Probably nothing.
If you're in the chat,
you can already pick a coin
outside from Farcorn.
So Bitcoin ETH,
Doge,
Solana,
pick a coin.
If you're in here and if not,
we'll just put it on for him.
Probably nothing is here. He's in there. I think
Banks is old
That's not good down this big a coin thinking why the chats going crazy today man
As we can get this coin here, so we're gonna do 250 on
And then we're giving him 500 bucks I
see and probably nothing Pick a coin.
I see him.
And then the second one is a subscriber.
So every Friday,
remind me,
we're going to pick one subscriber
to the DJ in his life kick channel
and give him some money.
Yeah.
So as of next week,
I've just been bombarded with work,
but next week we'll have a proper picker
in place.
So it can be done properly.
We can do it on screen.
Okay.
For now,
I'm just getting my son to pick them randomly and stop it.
Today he picked Delicia Max,
Delica Max.
Is that your own?
I mean,
if it was,
I'd make it easier to pronounce.
Believe me.
Delicia,
Delica,
Delica Max.
D E L I C A M A X.
All right.
Congratulations.
Delica Max. Is that, is that what it is? Delic. I think they have a K in it, right? D-E-L-I-C-A-M-A-X Alright, congratulations D-L-I-C-A-M-A-X D-L-I-C-A-M-A-X
Didn't have a K in it, right?
D-L-I-C-A-M-A-X
He or she is in chat
Really?
No way! So they can both pick a coin
Alright, did the other one
Pick a coin?
Who did the first one pick?
The chat starts for me.
Deli is fine.
He or she says, Deli is fine.
You know, the other one always stops.
The chat when it goes crazy stops for us.
I don't know why.
Where's probably nothing.
Probably nothing.
Which coin do you want?
Delicamax says BTC.
Oh, probably nothing picked Sol.
Perfect.
So Delicamax goes second.
Probably nothing goes first with soul and far
coin. I like that.
I like that. I'm going to go
full screen, lads.
We got the sound
Can you hear it?
We're not hearing it. 54
excellent. It's because of the fucking
Firefox. Next time I'll bet on fire We're not hearing it. 54 excellent fart. It's because of the fucking Firefox.
Next time I'll bet on Chrome.
I can hear it.
Here we go.
Let's go.
Come on.
Come on.
Sowing Farquhar is fine.
I like that.
All right.
Farts out to the lead.
Let's go.
Let's go.
Let's go.
Fuck it up.
I'm kidding for you guys.
Okay.
We'll do Yeet on Chrome next time.
There we go. Oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh Okay
I think that was the closest I've ever seen what was the second one Bitcoin
Guys did you see that?
Yo 86 X on far coin
Cut it it cut it KBM Oh, yeah, let's go. We won that one. 589. Let's go. God, that was dirty. Yo, Mandel.
That was dirty, bro. You did them dirty, bro. That was, I've never been so close to winning Farcoin since I've done this.
I don't think I've ever won Fox.
I've never won Farcoin.
Has it ever won in the history of the casino?
It wins relatively often, but never when I'm playing.
Sims hit it twice on stream in a row.
Yeah.
Wow.
That was crazy.
Well...
I've never won anything since.
Yeah, exactly.
Just put it back.
So probably nothing makes 500 bucks, the Lika max made a thousand eight
nine dollars.
It's not bad.
They won on Bitcoin.
So love that.
Quick question for the boys.
We're Friday.
So higher or lower on Monday.
I think we're going to have a very volatile weekend.
That's my,
that's my prediction.
I think naturally on these sort of weekends,
you had a bit of a shaky end of the week.
Everyone's questioning already when it's over.
It'll be a classic.
Everyone freaks out.
And then by Sunday night,
nothing will have happened. So higher.
I think higher.
East is at 44.90.
I think it's going to be higher than that on Monday.
All right.
I like that.
Well, I want to take the higher, too, because I'm incapable of staying lower.
With that, with that, with that, we'll see you all Monday morning.
Tenny, I'm Easter.
It's time for the episode of FOMO Hour on ROG Radio.
Let's go. Thank you.
