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FOMO HOUR: MACRO, MARKETS AND NEWS
Recorded: March 3, 2026 Duration: 1:00:19Space Recording
Full Transcription
Thank you. Let me
Yeah, buddy
Yep, yep
Yep, yep, yep, yep, yep, yep, yep
Alright, let's kick it, Charlie. yeah yeah
yeah
yeah
yeah
yeah
yeah Oh, yo, yo, yo, what up, what up, good morning, good morning, GM, GM.
Ah, Tuesday, ooh, 3-3, March 3rd, 2020.
Look at that, another beautiful day to have a beautiful day.
I got my co-host in the house, Tyler Mando. Good morning. How are you guys doing today?
Did we lose Mando? It was like we might have.
Oh no.
But I'll jump in first. I'm a little on tilt. Woke up early to see the blood moon this morning i was promised a big bright red moon in
the sky and it was cloudy it was overcast couldn't couldn't see anything in fact it was snowing so
a snowy blood moon so totally missed it but on the bright side i got a morning workout in feeling
energized ready for the show let's fucking go i did the same i did the same big workout uh this gm big big
workout it's uh felt nice look at some videos photos of this moon well let me share some
i'm looking at my screen oops hold on my my monitor yeah there you go. It's actually sick. Look at that.
not bad.
Some cool content you get online. I mean, if you miss it, you can
rely on some crazy content
on social media.
Oh, wow. I don't know that I've ever seen
a Blood Moon before.
I saw
in the south of France
a few years ago.
It was random.
I was having dinner
and I was like,
wait,
the moon is insane.
And then
it was a blood moon.
Wow.
I always love these photos.
That's insane.
Yeah.
That's fire.
I mean,
obviously,
they make the moon bigger,
but that's actually,
it's AI generation.
Never mind.
Never mind.
Okay,
Forbes.
Surely Forbes
is not sharing AI generation. It's AI. Look at Okay, Forbes. Surely Forbes is not sharing AI generation.
Look at that.
Mando, how you doing?
Good morning.
Sup, guys.
How are you?
We're good.
Just looking at the blood moon because we missed it.
So, just going through some photos.
How did it happen?
It was at 3.33 a.m. Eastern, if I'm not mistaken, right, Ty?
Is that what it was?
Yeah, that's right.
So it's looking like it happened.
Well, we'll see what it means for our markets.
Wow, look at this.
Most spiritually loaded super blood moon.
Wow, Jaylene added a super.
The eclipse at 3.33 on 3.3.
May all your wildest manifestations
and dreams come true.
Boys, are we manifesting 170,000
Bitcoin by end of Q1
as per Venus AI
yesterday?
Yes.
But also like
super zoomed in and we knew today was going to be red.
It does feel like we've got
a bit of blood on the moon today uh yeah yesterday and then we were it's probably probably range right
but we'll talk about that in a minute here so today on the show uh we'll talk markets as we do
every day yesterday was a wild day for markets today is a little little less wild, but almost feels like it was a little expected.
So we'll go over that.
We'll go through Tyler's topics.
Hopefully it was more than yesterday.
I think yesterday, like you said in the chat,
was one of the slowest,
if not, it was like maybe two topics to cover
aside from the market.
So hopefully it's a little more today.
And then as usual, yeet.com, yeet giveaway.
Yesterday was a lot of fun, boys.
We've never had that clean of a board on Omaha, Mando.
Double clean board on Omaha.
It was crazy.
They won the one hand, two hand, shuffle,
and the hands.
Yeah, yeah, yeah.
It was a $1,700 hit.
So that was a lot of fun.
That was, I have to say,
the best Omaha I have ever seen.
And then, we, oh, sorry.
And as usual, we are now sponsored by Walrus.
Walrus is a verif-
You guys, all these sponsors give me the craziest words for me to say.
I've never been able to say the word verifiable in English. Pardon my French. So
Walrus is a verifiable data platform for builders and AI on-chain finance. As the systems handle
more money and decisions, the more mission critical the data foundation becomes. To learn
more, follow, visit walrus.xyz.
Mando, let's go to you.
Who is the man, macro daddy of the land?
Can you dig it?
I think Mando's bugged.
Yeah, GM everyone.
We have a bit of a...
Yeah.
You're good.
No, you're good.
Sorry, you were like pixelated for a minute,
but we are very good right now.
Or not.
We're not.
I think it's a streamer problem, guys.
I don't think it's Mando.
I got some pop-up notification from StreamYard about...
About X.
Let's see again.
This is so annoying.
Okay, it was about Twitter.
Okay.
Come on, man.
I can jump in for a sec while we wait for him to come up.
I mean, the macro...
You get into that.
So oil is up 8%.
And it's crashing everything else.
Effectively. Oil is up 8% because
Iran is closing the straight-up form use.
But Mando's here. He can tell us about it.
Hey, guys.
Is it okay now?
Yeah.
Are you back?
Yes.
Perfect.
All right.
Perfect.
All right.
Let's go to you.
We have a slight Portuguese Wi-Fi issue.
I don't know what the hell's going on in my house.
But yeah, definitely a more volatile macro picture today.
So crypto...
In this move. Oh, God. our macro picture today. So crypto...
In this move.
Oh, God.
You lost me again.
Nope.
We can hear you.
You're frozen.
This is odd.
Must be a Wi-Fi issue.
Sorry, guys.
Bear with us a little bit. A little bit of Wi-Fi issue. Sorry, guys. Bear with us a little bit.
A little bit of Wi-Fi.
You got me now again?
Your voice is fine.
Thank you, man. Your voice is not like y'all.
I like your voice.
It actually sounds even better.
Your voice is fine.
I'm going to hope this works out.
But basically, Macro has definitely gotten a lot more shaky.
I think obviously the previous wars,
essentially we've seen have been more like weekend events.
Now it seems like this one's going to be more extended.
The rhetoric coming out of the US feels like it's going to be more extended.
This isn't going to be a two-dayer.
And it feels like it's going to be more extended. This isn't going to be a two-dayer. And it feels like it's dragging in quite a few different people
on a regional basis.
So stocks are lower.
European stocks are quite a lot lower.
As Tyler said, a lot of this is linked to energy prices,
particularly in Europe.
It's not just the tankers
it's also the
the fact that a lot of
energy is from this area
so Qatar
the gas
and then obviously
huge oil fields
across that
that sort of region
yeah we're seeing a bit of a sell off
here
oil is the only thing up
even gold actually
because the dollar is higher
you've seen
silver I don't even write the silver chart but people got wrecked on that one yeah yeah Oil is the only thing up. Even gold, actually, because the dollar is higher. You've seen silver.
I didn't even write the silver chart, but people got wrecked on that one.
It's...
Whoa!
Yeah, big old move back down.
James Street.
Yeah, apparently it is.
Have you not seen this?
Hold on, hold on.
Actually?
James Street, like the number one holder of the silver ETF or something like that.
So everyone's like, oh, they've got a futures versus spot trade that they did in crypto on,
and they're smashing it lower.
Yeah, there we go.
Yeah.
Wow.
So not really anywhere to hide right now.
That's one thing I would say.
This has taken out a few different subsets of areas.
Crypto is one of the stronger ones, genuinely, right now.
Mainly Bitcoin, obviously.
A lot of altcoins are lower here.
But yeah, I look at my screen of things that I'm looking at,
and every single thing is red.
So there's a high correlation going on right now in this sell-off,
which is not normally a good sign.
Normally it's like, oh, well, it's rotation from this into that.
Everything's going lower. Not normally a good sign. Normally it's like, oh, well, it's rotation from this into that. Everything's going lower.
Not normally a good sign. Oil going higher is not really like an asset which people hold.
Let me put it that way. These two patterns here look so similar and same over here on Nasdaq.
Right there before the big dip where was it right
there look at here here looks like the longer this work goes the more of a wobble we could go for
right i feel like this is the wobble a lot of people have been calling for for a minute including
yourself um looks like you could finally be getting it yeah look i think we are entering to a world where hopefully we get some really good prices.
The ones I would still be looking at the same assets I was looking at before.
So, Pype, Google, Gold, Bitcoin.
Those are my assets.
Today I'm buying a bit more gold.
And I haven't really bought anything else today.
Can we talk about how much of a shit coin copper is for a second?
Yes.
Can we just spend like two minutes on this?
Yeah.
I mean, it looked amazing.
And we all made the joke.
All three of us said, hey, we should buy it.
But maybe not because it's probably going to trade like a shit coin.
We were quite right until today.
Went to 620.
I bought some alongside gold.
Nothing significant, so it really doesn't mean anything.
But it did it again, Mando.
It did it again.
You've seen enough Bitcoin charts like that where you're just like, I'm going it again, Mando. It did it again. You've seen enough
Bitcoin charts like that where you're just like, I'm going to get
farmed here.
It feels like everyone's going to want me.
Is Copper a farm?
Yes.
Jayne Street.
Tyler, you were talking about this in the studio earlier.
You were accusing Copper of being a farm
and now Mando used the word
farm himself.
It's the farm chair. This is insane. This is being a farm. And now Mandel used the word farm himself. It's the farm chair.
This is insane. This is such a farm.
Not only that, it's even spilled into
copper inu, the on-chain beta.
Which is also
now being farmed.
So there's nowhere to hide.
Copper bulls have nowhere to go.
Let's pull this up.
I own none of it, but Tyler's been deep into this copper, you know, for a minute.
Oh, yeah, you are getting farmed.
I don't own a knee either.
I did at one point.
I am out.
Oh, gosh.
That's the chop and descend of despair pattern.
Oh, my God.
So it's not great out there for copper bowls.
The worst part about the copper is you never got a move more than 5%. Never.
There was the one day it looked like it was going to break down.
Yeah.
And now not so much.
Yeah.
It kind of looks like shit on CF.
I don't know
higher time frame i think it's probably okay but it is honestly the most annoying coin to buy
so here's what it is um i like the gold idea man though5,000. I mean, that is a pretty sweet price.
China's pissed off, right?
I imagine they're very pissed off.
So I'm thinking of what are some of the ways they're going to get back to the U.S. One is probably going to be continuing to pile into gold.
So piling into gold is a way to get back to the U.S. because it devalues the USD?
Is that what you're saying?
Well, they'd be selling U.S. Treasuries probably to do it,
which has kind of been their trade for a while.
Yeah, that's kind of my view too.
Like of all the assets falling today, gold is the safe haven one, right?
So it just kind of feels like the obvious one.
Silver, I feel like it's a bit more like an equity style.
Like when stocks fall, often silver falls. But I feels like the obvious one. Silver, I feel like it's a bit more like an equity style,
like when stocks fall, often silver falls.
But I still like the gold trade.
I think that the main thing has been that we've seen a rise in the dollar.
And that's somewhat scared people that we're now in a period of like, oh, the dollar's going to rise.
But I'm still less worried about that.
I'll put it that way.
Like I still think the main thing,
like last week we were all worried about deflation.
And I think that's actually a bigger worry for me.
So, yeah, that's the thing I'm buying today.
It's one of the only things with a bullish long-term trend left,
really, apart from the Mag7.
Related to this, so wrong user, Frog,
I think he's a fairly good trader.
I consider him a sharp, posted the Bitcoin gold chart yesterday,
zoomed out. And effectively,
interpretation is his thesis is
it's in the buy zone.
Not necessarily calling a bottom,
but in bottom of the range.
As in you buy Bitcoin?
Yes.
Right.
I mean, it's been like that
for a long time, hasn't it?
I mean, it can be in this range
for a while.
The last time it was in this range, it looks like it was there for...
This one here?
Is that the range you guys are talking about?
I think I like both of those assets.
This is the thing I don't really get.
Some people are like, oh, I don't like Bitcoin, but I like gold.
Or I don't like gold, but I like Bitcoin.
They're all kind of the same trade here, guys.
You can probably make more money trading Bitcoin
because the volatility is a little stronger,
but yeah, you're safer into gold, no?
So owning both is good.
I mean, the vol is pretty high in metals at the moment.
Yeah, you're right.
253 days, dude.
That's how long it lasted.
So, boys... I mean, we could... If you want, we could pack it how long it lasted. So, boys.
I mean, we could... If you want, we could pack it up till October, lads, you know?
No, thanks.
Send a vacation?
I'm sorry.
But just...
The thing is, this is the expected scenario, I think, for men, though.
You've been talking about it for a minute.
And for a lot of people.
The Jeremy Cowan guy talks about for a minute and for a lot of people um the jeremy cowen guy talks about october um a lot is it jeremy no bet in the in benjamin
benjamin so i'm sorry benjamin cowen of in the cryptoverse was pretty high signal if you ask me
so october is solely based on four-year cycles. Yes.
I guess if you think the Dems are going to win the midterms,
perhaps it all gets priced in by October.
So you front run the news.
I'm just trying to think of like what are the – what's the macro environment that lines up with an October bomb?
And of course it doesn't matter because crypto solely trades on four-year cycles i've learned that uh over the last six months
yeah but we're just trying to figure it out it's just range trading i think i think this
way it was so let's look at this chart you sent ooh what is this, that's the Bitcoin gold chart in the bottom of the range that he's identified.
But again, looking at the last time it was down in this range, it was in there for quite some time.
Yeah.
We are not out of the shit, but there's money to be made.
There's a lot of trades.
I mean, Mando, you talked about VVV yesterday, and that was after 300% pump.
And still is another 25%.
It soared.
Kind of a crazy move.
Dude, it's crazy that you can still catch a 25% move.
But there was a fundamental shift in that story, I think, today.
Like, they've actually taken it away from Clawbot.
Yeah.
So the whole point of that rally was really around
a massive increase in ramp-up in users.
And then it looks like whatever that guy is,
he created Clawbot, he basically came in and said,
oh, actually, we're going to change that.
Man, that guy hates Clawbot, bro. He really doesn't like Clawbot, he basically came in and said, oh, actually, we're going to chase that. Man, that guy hates crypto, bro.
He really doesn't like crypto, yeah.
He really hates crypto.
You sent us a tweet of Eric Voorhees
kind of explaining what's going on, Tyler.
I posted about this.
You can see some of the thread on my page.
Let me go there right now.
So basically, this someone ken lu who comes out actually is
building somewhat of a competitor to venice so that is some context here but he basically flagged
that venice ai has no privacy security model he says they're a middleman between users and ai
and kind of is raising this concern.
And then that's what Steinberger replied to and said,
okay, we just want to be neutral.
So this is what prompted them.
This is what prompted Open Call from taking it down off of their website.
And they didn't remove it.
Venice is still in the providers list, but they're just one of 25.
They're no longer highlighted.
So that was the change.
Eric did come out and reply to Ken Liu.
He said, Venice neither observes nor stores prompts or responses,
thus no eavesdropping, no records.
That's our privacy model.
The open source models labeled private are run by us.
We are not a middleman of these models.
Obviously, close source models run exigeniously.
OpenAI, Google Anthropic, when we're running through Venice,
means we are the middleman.
What's the proof?
Okay, it looks like it's just AI dev beef
here on the timeline
of my model is better than yours, right?
Yeah.
Okay.
This guy, though,
can we talk over a minute
about how much this person just hates crypto?
It's pretty wild, no?
Where is it?
I think he got bothered pretty repeatedly by crypto folks on Twitter when he launched OpenClaw.
Yeah, but, you know, I got scammed by an AI.
Yeah, that's the analogy, right?
It's like, oh, I have AI bots replying to my posts on Twitter.
Now I hate AI.
Yeah, exactly.
All of AI is bad, right?
Like, oh, I got a fake phishing email on Gmail.
Now emails are bad.
Although, actually, emails are bad.
But you get my point, right right so it's gonna be interesting
to follow i mean this entire thing um is unfolding right before our eyes and we'll see where it takes
us regarding that but all that to say going back to the main point a lot of opportunities we have
yesterday's winners heck tony that was saying thanks for the win but also thanks for the xmr
trade he apparently he's up big on top of winning the ye giveaway of the day. He was thanking Mandel on the timeline.
So point being, there are moves to catch.
There's been XMR in the last couple of weeks.
Sorry, there was a one-week move, 20-plus percent.
Hype just jumped 25% to almost 30%.
VVV did the same zero.
We had the founder on the show on Thursday, moved 25% in four days.
So Bitcoin, bottom of $63,000 on Saturday morning, went to $70,000 yesterday.
That's a major.
It's a pretty stress-free and sizable move that you could have taken.
And gold also is easy to trade as well.
And on the safer side.
So there's a lot of moves in this volatility.
And that's usually where a lot of people make good money.
So if you're, you know, that's kind of what Ovi was saying.
If you're tapped into the markets and you just hang around,
you know, I shared a clip again yesterday.
You know, there's always opportunity.
Tyler, speaking of opportunity, let, and crypto down as well.
Bitcoin is down 2.7%, 66,750.
ETH is down 4.5%, 1943.
Solana down 5%, 66,750. ETH is down 4.5%, 1943. Solana down 5%, 83,45.
Bitcoin did hit
70K briefly yesterday
as all assets were rallying.
But again, of course, has since
reversed those gains, as
have other majors. Circle stock
was a huge winner yesterday. Gained 15%
on Monday. Now up 60%
since last week's Q4 earnings call and up 80% off the February bottom.
So huge move on Circle.
A new Senate housing package deal is moving forward with a ban on CBDCs, which is backed by the White House.
So notable there.
Uniswap won a full dismissal in the remain state-level claims against them, which aim to make them liable for scam tokens trading on their protocol.
Doesn't make a whole lot of sense.
So they can now move on with that.
And more crypto flood out China.
Chinese banks are freezing accounts belonging to users who mentioned Bitcoin,
Dogecoin, or USDT in wire transfer memo fields.
So more of a crackdown there.
And then Jamie Dimon giving comments to CNBC yesterday effectively said,
crypto companies who want stablecoin yield should look to become banks and be regulated by one as that ongoing beef continues.
Very important to the Clarity Act.
In Treasuries and ETFs, huge day for the Bitcoin ETFs actually yesterday.
Bitcoin, $458 million in net inflows.
Now I think $1.5 billion in net inflows over the last week.
ETH saw about $40 million as well.
Saylor bought us $200 million last week.
Tom Lee bought $100 million.
So he keeps buying as well.
And then on the bad side, Core Scientific,
they sold $175 million in Bitcoin as they pivot to AI data centers.
Not the only ones doing that.
In our protocol tracker here, an interesting one for Calci Polymarket. They are
now at risk of being halted for trading in Nevada after a federal court sent their latest dispute
back to state court, saying that the Federal Commodity Exchange Act does not preempt state
law. So that state battle is ongoing. Bybit shared that AI-driven on-chain monitoring has helped
users recover 300 million bucks in losses in 2025
and helped defend against attacks.
More positive use cases for AI in crypto.
And then PumpFun,
they announced they're opening up their app
to non-pump coins,
including wrapped Bitcoin,
other launchpad tokens, and more.
Expected that to come.
I'm surprised they didn't launch with it,
but good to see it.
Now, memes are red.
BVV, we talked about, they went up 30% yesterday.
FI, F-A-I.
You may remember that token from the AI meta.
Yeah.
2024, someone came in and bought like 170,000 of it,
pumped the token, 140% yesterday.
And then in NFTs, I saw the headline on Twitter this morning.
The OpenSea app, I'm quoting, thrills early testers ahead of March 30th launch.
So early testers are thrilled with the state of the OpenSea app.
Perhaps there is more hope for our sea bags to come.
And that's our roundup.
All right. Love to see that.
Let's go to the pump news.
Tell you more about this. I'm curious.
Yeah, I think the headline kind of tells a story but when the pump fun app launched you could only trade pump fun
tokens so much that i deposited tether usdt i couldn't even use it on their app i had to withdraw
it um but now they are opening up that app to additional tokens uh this also meant that you
couldn't trade other launchpad coins so if it was like a bonk fun that you couldn't trade other Launchpad coins.
So if it was like a Bonk Fun token,
you couldn't trade it on the PumpFun app.
Where that breaks down is if you want users trading your app all the time,
well, being in that silo prevents them from being able to do it.
So in instances where I wanted to trade those tokens,
now I'm moving over to the FOMO app or I'm just going back to Jupyter.
But now they're effectively opening up the silo.
Smart.
Smart move by them.
See, I think we've got more.
So Bitcoin, ETH, Giga, Pingu, many more.
I think having the majors is interesting as well.
It allows folks to actually trade out of memes into, you know,
more substantial tokens.
So that aspect of it as well.
It doesn't seem like the market really cared too much for the announcement
pumped down, oh, pumped down 9%.
So that thing just can't catch a bid.
And somewhat related, you know, the headlines keep going around about how much buybacks they've done.
And there's not even a pump on the chart.
And how little they have to show for it.
I mean, let's bring it up.
I mean, the chart speaks for itself, Tyler, right?
Like, let's bring up the deck screener here
like we keep reading about
these buybacks which they're doing
this is the truth there are buybacks
on this point this is not
and I know the market
is shit so I'm not but there's
still rallies in certain coins
like we see the rallies we see the rallies on hype
and early pump phone ICO the comparable to They love rallies in certain coins. We see the rallies. We see the rallies on hype.
And early PompFone ICO, the comparable to PompFone was hype because of the revenue.
It was a revenue-generating trading company.
But we're not seeing it, dude. Yeah, I'm seeing $300 million in buybacks since it started.
What?
Already have bought back 25% of the circulating supply.
Jesus Christ.
That's a good, that's a big chunk.
And yeah, you went there.
There's just not many rallies to show for it.
It definitely raises, it raises a lot of questions.
It raises one kind of like, what's the point of the,
of the buybacks?
Although I think my answer to that is the token probably be much lower.
I dare them to not buy back for a week.
I don't think that's fair.
Just turning them off for a week.
Why not?
It's not working.
Well, I mean, it's like either – I think the concept of buybacks is, okay, we're going to trade your token like a security.
So that means we're going to start looking at your revenue, and we're going to try to value based on that.
If you turn them off, it's like, okay, now are you just a meme coin?
Like, again, what's the point of the token?
It raises more questions.
So I don't want to – I don't want to be max bearish at the bottom.
No, obviously not.
We're not even being max bearish.
We're just literally like, you know,
kind of like looking at the chart and telling you what's up, what's what, right?
Supply control will become bullish when prices are...
Yes, this is true.
This is the bullish case.
This is not wrong, you know?
So I guess, so I mean now, but yeah, continuing the thread, you've committed to buybacks this long.
I think now is the time to keep buying back because you're buying back cheap compared to where they were buying earlier.
Those buys at $4 billion and $8 billion were a bit more expensive.
4 billion and 8 billion were a bit more expensive.
I haven't checked in on the revenue here.
I'll try to see if I can get the revenue up here.
The trenches haven't been like on fire,
but they're still there.
Yeah.
Like I'm like,
the data is fine.
It's like,
it's flat for the most part.
Like I'm like active addresses are flat revenue revenue on the 27thth of last day I have, $920K.
I'm still making a million bucks a day.
They're right there.
So $360 million annualized revenue.
What's it turning at?
I lost the token here.
Where is it?
It's turning at $1.8 billion.
What's the market cap?
One second.
660.
So it's turning at 2x rev.
Man.
Market cap is 2x rev.
I guess FTP is 6x, 5x.
It's tougher in the crypto game
because we don't have a whole lot of comparisons,
comps. But we don't have a whole lot of comparisons to comps.
But I don't know.
It still feels low.
But every time I say it feels low, it keeps going low, unfortunately.
Gorp is saying we're never getting an airdrop.
No, you're not.
You are never getting an airdrop.
You should forget about that.
You're not getting a pump airdrop.
Actually, you never know.
They could accumulate so much of the supply,
and then when the market actually starts ripping,
they're like, fuck it, airdrop for everyone,
which is smarter than airdropping now because an airdrop today is 100% sold into
because people need the money.
So if ever there is an airdrop,
which I don't like the chance
of probably 99% no right now at this stage
on the prediction markets, I think you um you know getting it how about this no no we crypto bottoms october
we get a halloween pump fun air drop it explodes q4 we've never been more back
alan if you're listening there's the playbook.
Yeah.
Wait, caption. Yeah, that's
that is the bullish case.
But probably for a lot of tokens. What's the RO at today?
Actually, I didn't check. Maybe today's the date about zero.
Sorry. I just remembered that
we were coping.
Ah, 180. I'll wait. I'll wait for the dip.
You know, classic.
I'll wait for the dip.
I just bought some more gold because Mando left.
And Mando leaves like this when he's like, you know,
something to trade.
Yeah.
So I doubled my gold position.
I can't wait to close this copper position.
I'm going to wait till I'm breaking even.
I'm just getting the fuck out of it.
So I'm pretty close. I'm like 2 percent higher uh so we'll see on that uh on that no anyways
mr tyler what else you got for us yeah airdrop meta well so crash i was talking about airdrop
meta is over well um another app that's been promising an airdrop for quite some time openc
so this i guess i hadn't even been following this.
I think I knew that OpenSea was developing an app, but I had just kind of
forgotten it.
But I shared the tweet earlier in our group chat.
But Steve, who now works, Steve Bark, formerly with Coffee with Captain,
now works in marketing at OpenSea, shared the headline.
And the headline, I was reading it again.
OpenSea mobile app beta thrills testers ahead of March 30th launch.
So apparently folks like it, at least in early feedback,
enough that it's trending on X, which it's kind of hard to fake, right? Like, I mean, I guess sometimes news,
questionable news can circulate on X.
But I mean, the reality is Finzer and team,
they've been focused on this for a while.
They've been trying to kind of pivot's the wrong word,
but open up OpenSea into more of an everything app.
The old OpenSea app was, I think fair to say, not very good.
You couldn't really do anything on it.
Like I used to use it to check prices and that was it.
And then I just stopped using it, but they've been revamping.
I know for a fact they've been doing widespread one-on-one user calls because
I've got friends in some of my group chats who are not KOLs.
Who are not power traders by any You didn't even get the call?
Who are not power traders by any means, and they've had these calls.
So, I mean, kudos to them.
They're letting anyone, basically, not anyone,
but they're letting users who care give their feedback,
which I do appreciate.
And also, we need to talk about no one
else.
They don't have any more competition.
Right? Like, in
NFTs, at least, everyone else quit. Blur quit.
Magic Eden quit.
Magic Eden quit, yeah.
I feel like, well,
Tensor, their team, got taken over.
Right? So, like,
there's
like no one left.
And of course, now they're pivoting into coin trading, which of course, there's plentiful competition in that field.
But if you are expecting any kind of a C airdrop, you need to be rooting for this app to do well.
So perhaps a positive sign.
Definitely.
Just a quick interruption here, Tyler.
If you looked at the screen in the studio, we do have a special guest.
Let's bring him.
A last-minute special guest here.
We got Ash.
The Ash.
Wow.
Is that a drone?
An autonomous drone?
I think he has a nephew left.
Yeah, drop it there.
Okay, thanks.
Oh, sorry.
I didn't realize it was live. Ash.
Sorry, sorry. You're good.
Wow, we have... You're good.
We have...
Just dealing with some cabal stuff over here.
Some missiles going.
Sorry.
It's a busy day today.
I apologize.
Didn't realize I was live.
Crazy.
Well, I didn't know most of our...
Yeah, it never happened.
Oh, my God.
Guys, thank you for coming on the show today.
We got the Pokey Trainer.
I mean, how are you doing?
Well, today is a very Jewish holiday.
It's called Purim.
We dress up and we celebrate the destruction of our enemies and bears.
Wow.
Yeah.
So we celebrate bulls and Jews on this day today.
And are you guys going to pump Bitcoin today?
I mean, I can't really talk about the cabal and their decisions that we make.
As, you know, obviously we run the world.
But I would say that it's looking good.
Here's my thing.
It's not about if it's going to go up today.
It's just a matter of are you just like either believe in crypto or are you just a giant
pussy and you're not going to believe in crypto?
I came like, what was it like a year and change i came on right before
trump became president and i told all of you i said good time to start buying i believe i sold
my house right for remember yeah i put it all into bitcoin you came on the show to talk about this
i did and then it went up i think that people need to realize that like even if we're
not at the bottom we're probably close to the bottom so it's time to like believe that's it there's no there's nothing else to say i mean if you if
you don't want if you don't believe in it just get out that's it tyler how big are your balls
right now that's what i want i'm right there with you yeah I think we're close enough to the bottom.
It's like, what are you waiting for?
You're waiting to go to 40, you're waiting to go to 35, 50,
whatever the number is that you want to pretend that you have in your head.
It doesn't matter.
It doesn't matter.
That's the beauty of crypto.
How many times have we seen the market go up and down?
Here's really what it comes down to.
Ready?
The ones that make money are the ones that survive to end up thriving.
If you can create an environment where you don't take stupid chances when the market goes down and you don't lose everything and then you were able to save enough just to be there for the next bull, then you're okay.
Enjoy it.
Good advice. I you're okay. Enjoy it. Good advice.
I like the advice.
I think that people needed this.
You know the show every day we come on.
It's the same price.
It's the same thing every time I come on.
I listen to the show.
It's always like everybody's crying.
That the market's going down.
Come on.
Not you.
Not you.
Not you.
Not you.
Sorry.
Here's my theory i think mando actually
could be the real cabal and he's counting everything that he tells you guys
you hear me out for a second right yeah i mean he's not jewish so it doesn't really
fit the narrative but he's close to being Jewish.
Close enough.
Close enough.
Close enough. He's part of the Illuminati for sure, the ways of what I'm saying.
There's something sus about him.
Like, you know, coins are down.
He leaves the show.
He DMs the chat saying the internet is bad.
Yeah.
He's really behind it all.
But yeah.
So I'm dressed up today for Purim.
We say
Okay.
Are you eating those little sweets?
What are they called?
The hamantaschins.
The thing that you sent a picture of this morning
that looked like an airplane.
I'll send it in the FOMO chat.
Yeah.
We're celebrating today
because you know
again it's every time they try to take us
out we keep surviving
and I'm
by the way the market by the way it won't be
October it has to be by July
Farouk
the wedding
please otherwise why the what the the wedding oh yeah please
otherwise you got to cancel the wedding and have it in a tent because
in like in idaho because for this wedding brother tell me about it tell me about it dude
are you also uh chartering a plane
and staying at this extremely
fancy hotel that like only
the primary...
Might have to.
Everybody's chartering planes.
And Ash, we've got breaking news. Since you've joined the show
and started bull talking,
we're up... We're soaring, flying.
Let's fucking go.
We're burning up the road.
Are we?
It's about the energy that you...
This is what I'm talking about.
Everybody wants to understand how the market goes up.
It's universal energy that we bring.
Guys, this is literally since he joined.
I'm not even kidding.
It's this candle.
This is a 50-minute chart on Bitcoin.
I told you.
I told you. I told you. The cabal never fails, man. This is a 15-minute chart on Bitcoin. I told you. I told you.
I told you.
The cabal never fails, man.
This is insane.
You joined at like 3.38, like 10.38.
So that's about six minutes ago.
We can even...
It's literally when you joined.
He came on.
He delivered the signal.
I told them.
I told them to start logging the market.
Man, you guys are never beating the allegations
after this.
No beating. And this is
on air. This is recorded.
There's no beating the allegations, Benny.
That's it. It's okay.
I have to say
one last thing.
I do love the costume.
I like the effort that went into it.
My whole family is dressed up as Pokemon for the haul.
I was going to ask.
So the kids are different Pokemons?
Yeah, Charizard, Eevee, and Pikachu.
You're going to have to post a picture on the timeline after.
This is great.
Of course I am.
I mean, I kind of wish Deez was here because I feel like he would fit into this family photo so well.
Like he could dress.
I feel like he would fit into this family photo so well like he could dress he he like i feel like he would be like a good pokemon i received all of the pokemon legos
well thank god those are amazing i'm you know the only thing i'm upset about is i i might go buy
back a second because i don't want to open it i know well that's what i'm facing i've already
opened my son's already open too the second they came i'm like okay we're gonna save i told him
like we're gonna try to store these for like five or ten years the next morning he's
like dad when can i open these yeah and he was getting pretty upset building it so yeah we've
already opened two of the boxes we're probably just gonna open them all but man i'll try to get
a thousand pieces like i i texted logs and i was like i'm gonna need to borrow a couple kids of
yours for a weekend yeah you know weekend and uncle Uncle Faroq's to build this. Because I
I'm not building a 7,000. I don't even know
what's up from my mind. It'll take you a while.
I'm very excited. We're coming to
I'm coming twice to your town. Because I'm coming
for NFC Lisbon. There you go.
And I'm going to come for
you know, the big day. But like, you know,
we should do something NFC Lisbon. Like a
live show.
Right?
With Yeet, like a live show. Right? With Yeet, do some gambling because we love to gamble and be degenerates.
I think it's time.
And by then, hopefully, the market.
NFC usually tends to be in June.
It's June.
It's right before Basel Basel this year.
So it's going to be a nice year.
June 7th to 2023.
Anyways, I'll check later.
It's usually the first. Oh, 4, 5, and 6.
Okay.
So it's usually in the summer.
So that's also a very fun
time around. But anyways, Ash,
thanks for delivering those words.
I'm going to leave you with this.
Okay.
Go for it.
There was a great man
who lived in this world, okay?
Great man.
His name was Ovi, okay?
I want to tell you a little story about this great man.
He decided to dump all of his NFTs, and he built a company.
And now he's in London.
He's working his ass off, putting everything he can to this
magnificent company that he's building. And I had lunch with him and I said, I asked him,
I said, why are you doing this? And he said, I feel it in my balls. So every single person here
needs to understand this. If you really want this to work, you need to feel it
in your balls. If you don't have balls, just pretend you have balls. We're a very open society
now. Now that we've gotten rid of people who don't like people, we have decided that we want
to embrace everybody. So if you don't have them, just pretend you could
feel them. This is it. This is where you decide if you want to be part of it or not part of it.
I've been through every single cycle. Every single time it goes down, we lose people,
we gain people. The ones that stick around and are the strongest keep going. And that's it.
You just have to feel it. If you don't feel it, then leave. That's fine. That's for everybody.
That's creators, traders, artists,
whoever you are.
If you don't feel it, you don't belong here.
Mic drop.
There you go. We're going to clip that.
We're going to post it.
And with that being said,
drop the missile.
I can't believe you have a toy missile at home.
It's the Amazon missile.
I was the first one to ever get it.
Are you serious?
Yeah.
Hold on.
I swear.
I was the first one to ever get the real app.
Look, it delivers a package.
Wait.
Does it actually?
Yeah.
He showed you.
There's a little package in there.
This is insane.
This is the most American thing I've ever seen in my life.
God bless America.
God bless America.
See you, Ash.
Thank you for protecting us.
Peace out.
Fuck you, baby.
What a segment. What a segment.
What a segment.
You're right.
You caught on to that.
Bitcoin immediately pumping on the news that Ash Ketchup was on the show.
What nice balance also from that 66K back to nearly 68K this morning.
But Tyler, we still have time.
I mean, people love you.
I love this guy.
I can feel a barn run coming. I mean, people love you. I love this guy. I can't,
I can feel a barn run coming.
People love Benny on the show.
He's been telling me a few times,
like,
let me on,
let me on.
I was away.
And I guess he was listening this morning and available and decided to,
to come on Tyler.
Is there any other topics to see?
There's still some times.
Was there anything we missed?
Yeah.
I don't,
I don't know how I'm going to be able to follow that up.
Tough one.
That's going to be tough.
I was, I was just scrolling through to see if we had any kind of a news driver for why we're kind of pumping here it doesn't seem like there is one so perhaps it was that segment in
fact that that is driving us up here um let's see i can go through maybe a few so like circle stock
just so strong i mean it is red today but it's up another 15% yesterday,
up 80% off the bottom.
I do think it is in the equities world,
one of the most interesting plays out there.
I was trying to do some.
What a run.
Like the big.
Yeah.
What a run. the big five yeah what a run 55 from bottom that's big in equities this is interesting so i was asking so like the big flood out there for circle
is effectively interest rates coming down and what that means for their for their revenue right
because they are they're nailed um on their deposits and what Claude is telling me is that they can effectively outgrow it.
That if you think that the rates are going to cut by 50 bips this year, which is the current estimate in the CME watch,
that they need another $11 billion in new supply to effectively outpace that.
I think that's a decent bet.
They've been
growing so rapidly. You've got
Facebook entering the game.
I need to try to find
how much have they grown
in the past year. Let me try to pull this up
live while we're walking
through this. The circle's really crushing, huh?
they're at 75
billion market cap now. I'm trying to find What 75 billion market cap
Now I'm trying to find
What's the market cap
So last year
Alright so January 1st
2025 they're at 43
So they basically doubled
They did drop
So in bear markets
One historic signal is that stablecoin supply does drop
as people effectively exit.
We did see a dump
into February, but since February
we went from a $70 billion bottom
now to $76.
We've added $6 billion in February.
So they need to add another
$11 this year to outpace the BIPs
cuts. I don't know.
91%.
So I think where i'm going with that
is i think that flood is kind of meaningless really it is meaningless yeah so if you think
stable coin growth say we're going to grow in the u.s or across the globe there aren't that many ways
to bet on it i don't own any circle but i feel like I might need to. So I like the setup.
90% pumping since February 5th.
That is something, right?
And somewhat aligned with this.
So Jamie Dimon was on CNBC yesterday.
He kind of given like a bit of a polite talk.
He welcomes competition and advances in blockchain tech,
but basically says stablecoin rewards need to operate under a level playing field,
level regulatory playing field.
He says banks should consider stablecoin rewards to be equivalent of paying interest on deposits.
Any customer holding customer funds and offering interest effectively acts as a bank
and should face the same regulatory standards.
So this continues their pushback against crypto companies
who want the yield, the banks want the yield gone
as part of the Clarity Act.
But the counter to Jamie Dimon's comments,
and I've seen some crypto lawyers already come out about this,
the regulatory standards that he's talking about
were enacted in the Genius Act.
So stablecoin providers do have to meet those standards so his argument is kind of a
non-starter it's basically invalid so jamie we're not we're not buying it we're not buying it jamie
and i don't think the crypto companies are going to back down i haven't checked in on the clarity
act odds uh of passing maybe i'll check in quickly on those See where we're at
Wait wait wait wait
Are we up?
On what?
On Clarity Act this year
Dude these things are going to pass
I've been telling you guys
Listening to this show
I've been saying it
So last week we were talking about this
It was 47%
It was 51% on On Friday I've been saying it. So last week we were talking about this. It was 47%. It was 51% on Friday.
I've been saying it.
I've been saying it.
That's a big increase.
Well, there was this headline recently,
and I think I shared it just in the chat,
that crypto companies have done a lot of concessions.
And now it's in the camp of the banks.
So allegedly, the crypto companies have done their concessions,
and now we've got to get the banks going.
Yeah, that feels right.
We need Sander to come on and give us the full scoop.
Oh, good to follow everything.
It was meant to come on Monday.
I'll text him.
I'll try and get him on tomorrow.
Other rep, I mean, that was the big one.
We've got Rolex and luxury watch markets
coming to production markets so an interesting way to potentially hedge or for those who
want exposure uh but can't you know spend up for a full one perhaps get your your version of a
fractional watch um then yeah the k she state level stuff we can maybe talk about on a future show when there's
more time, but the TLDR is state level.
States are pushing back against prediction markets, cows,
the poly market. They took it to the federal level. Um,
the fed is saying we don't, uh, we,
we don't override state laws.
So now it's back to the states.
So this Nevada is running with.
That's going to be a big case to watch.
Yeah, definitely. That's pretty much it.
But these cases are going to keep dragging, right?
I think it was Caroline Stein was saying we're probably going to see prediction markets before the Supreme Court at some point.
Yeah, that'll be the next escalation.
It's going to happen.
It's going to escalate
The Supreme Court
And then we're going to get
The rule of law
And once and for all
In the way
Right
As someone who's in
Deep in
I would not hate that either
Right
To see
What you can really do
In that sense
It's definitely still
A big question mark
In the industry
It's a question I get asked every day
We talk behind the scenes To people It's like oh How aware of you with the law. It's a question I get asked every day. We talk behind the scenes to people. It's like, oh,
how aware of you with the law? How much are you
trying to push within the US? This and that. So we get asked
all the time. It's definitely something that
people are looking at,
but also not too worried about from the
conversations that I'm having.
Anyways, let's
give some money away.
Let's do it.
Let's give some money away. Let's do it. Let's give some money away.
Let's give some money away.
Make sure you sign up using the code FOMOHOUR.
You have to sign up using FOMOHOUR, the code,
if you want to have a chance to win every day.
Hey, Gwiel, let's give it a spin. Um, big wheel.
Let's give it a spin.
NBLA.
Pond of T.
Is he good?
Is he eligible?
Charlie?
I believe he is.
I don't think I've seen the same in the last 30 days.
I believe so.
And also, it's a name I've seen around a lot.
Pwnft.
All right.
Where you at, Pwnft?
Oh, eligible it is.
Eligible, but are they here?
But where are you, PWNFT?
Where are you at?
We've got some reports that the kick has been acting up, unfortunately.
Oh, no.
PWNFT1.
PWNFT.
I mean, if they're not here, we're going to give it another minute
because it's maybe acting up.
If they're not here, we're not going to be able to select them.
Yeah, you got to be here.
That's part of the rules.
I managed to buy some gold at $5,050 earlier.
$5,090 now.
Let's see.
Clock's ticking.
Okay.
Phone.
Honestly, we can move on.
And if they prove that they were around at the exact time and being we always make good but later in the week all right people want
the reroll let's go let's give it to Charlie if you're all right folks Eddie out.
I know I see that name in the chest.
Who won?
Eddie.
Eddie out.
Eddie out.
Ooh.
That's a name that's been listening for a while that I don't believe have won.
Has won.
Yeah, Eddie.
You've been playing a lot on our code.
I don't think you've won.
Has he ever won?
I don't recall seeing Eddie as a winner. He's won a road, but back then. I don't think you've won. Has he ever won? I don't recall seeing Eddie as a winner.
He's won our road, but back then, I don't think he's won on Yeet.
And I know Eddie out.
Like, that's someone.
Yeah, it's been.
Exactly.
You've been listening, too.
So, congratulations.
Eddie out.
Let's play some Omaha.
We're hot.
We're pretty hot, Omaha. I mean, Eddie out. What do you want? We're pretty. We're hot. We're pretty hot Omaha.
I mean, Eddie out.
What do you want?
We're pretty hot.
Tyler's right.
We're pretty hot in Omaha.
What do you feel like?
I know you haven't been in a long time,
won in a long time,
so we'll let you pick,
but we're running good here.
I really like it.
It's so clean, man.
He says you call it.
You call?
Okay.
I don't mind Omaha.
Yeah, let's play it. Nice, I don't mind normal.
Nice, easy way to make at least $1,000, I feel.
Unless you end up with the one person.
Mando's not here to put his thumb on the
wall.
Eddie, you don't have to do anything. You just get to watch.
Oops.
All right, Eddie.
The way it works
we're putting $200
on one hand
the winning hand
so if you win
you 2x that
we'll 1.96x
and one card here
one card here
so we
the side bet's $25
each so $250
you get to play again
you already won $500
you can win 2x
to 7.5x here
and 4x
wait what's the 100x here
gotta be like a royal flush
there's a chance to win 100x.
Yeah, there's some big wins out there.
Royal Flush.
We've been close to...
We almost had a straight flush one day,
which is 50 to 1.
We were like one card off.
Wow, I didn't even know it goes to 100x.
And the side bets have been hitting, dude.
Yeah.
So let's go.
All right, let's...
Oh, God. That's a tough one. Straight. Oh, we got a king. Let's go Alright let's destroy Oh god
That's a tough one
Oh we got a king
Oh we got an ace
Jack and we're good
No we're not
Well Eddie
That's like never happened on the show
Let's be mad
Oh that's good
Pair of 10
Pair of 10 Yes we won Let's read that. Come on. Oh, that's good. That's good. Paratens. Paratens.
Paratens.
Second card.
Yes, we won.
Okay, we got aces.
Not the biggest win we've had on the show, but a good one.
You win $892 on the show today.
I was sweating that.
We can't lose this paratens.
Yeah, I was sweating that one as well.
But he got it. He got it. He got it. Eddie, I was sweating that one as well. But he got it.
He got it.
He got it.
Eddie, congratulations.
You make $896.
Remember to log in every single day to yeet.com and claim your $100 a day.
With that being said, we'll see you tomorrow morning, 10 a.m.
Eastern Standard Time.
Peace out.
Peace.
Peace.
Peace.
Peace.
Peace.
Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace.
Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace.
Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Peace. Thank you.んん
んん .
