That was maybe unnecessary.
Oh, everything's sold the fuck off.
It looks like we are ready to go, and let's kick it.
ん Thank you. what up what up good morning morning g and g and friday ah friday uh march 6th one two one uh six look at another beautiful day to have a beautiful day i got my
host in house tyler good morning uh how you doing thing i'm good i could be a lot better though this
price this price actually out there is quite nasty it looks looks like we might be back in the range, praying,
I was not convinced yesterday.
That's why I didn't chase or trade shit.
had maybe a slight little bit of FOMO
but that couldn't even do it.
And it's back down to like 340.
it's in the range. So it's also not bad but like you said, it's in the range.
We literally went through a whole cycle this week.
I was convinced, fairly euphoric.
I mean, Mando too, right?
Mando seemed actually even more convinced.
That was rare, by the way.
Which added to my euphoria, certainly.
Mendo was really bullish.
In a way, I rarely see him like that.
But look, even the best of us.
This is what happens when this bullishness takes over your body.
And like the Black Spider- you know when he comes in and all that anyways um oh my god oh my god um
we'll talk markets, of course.
And then we'll give some money away, of course, to one lucky winner on today's show.
And Charlie, I know what you're about to tie.
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For daily NFT and crypto analysis.
our cause the kid can't miss.
Bring it back to my't miss Womp womp
Crypto major is down 5-6%
It's not just a crypto sell-off.
Stocks are down quite a bit as well.
I'm seeing the NASDAQ down 1.5%.
This all comes as oil has absolutely soared.
Oil's up 10% on the day at 89.
I believe this is a 29-month high on oil. So inflation concerns are back. This is
all tied to the Iran war and more concerns that this is going to go on for a while. We had Trump
come out and say this is only going to end in an unconditional surrender and oil spiked on the back
of that. Though metals are green. Gold is up a percent today. Silver's up 1.5%. Copper doesn't
really do anything. It's flat. Copper, the farm coin, the farm metal is flat. So that's the
outlook right now. Oil's up, metals are up, stocks and crypto are down here, unfortunately.
Running through some of the headlines, the FDIC, FRB, and OCC issued joint guidance stating tokenized securities should receive the same treatment as non-tokenized.
So we're going to be playing the same game.
OKB ended up jumping about 20% on the day following that ICE investment news, extending their 2025 run.
Zero hash applied for an OCC National Trust bank charter,
so did Revolut filed for a U.S. National Bank charter.
Slightly different, but more players getting into the game.
And then John Degada was arrested for allegedly $46 million in crypto
from the U.S. Marshals, which was identified by ZachXPT.
So shout out to Zach, doing great work as always.
And situational awareness, which is the $5.5 billion hedge fund run by ex-OpenAI researcher
They did reveal a $1 billion position in Bitcoin miners, though a lot of those Bitcoin miners
are actually pivoting into AI shops.
So we'll talk about that more.
The Bitcoin ETFs, $228 million in outflows.
So we had $1.1 billion in inflows across three days, and now we're back right again, unfortunately.
Though stretch remains hot.
Stretch moved 1.3 million shares, enough to buy another 700 Bitcoin.
And it's on fire again this morning.
I'm already seeing 370,000 shares, 209 Bitcoin in buy pressure today.
It's still over that $100 par value.
In other miner headlines, publicly listed Bitcoin miners have sold more than 15,000 Bitcoin since October.
So that's a big source of the sell pressure.
Core Scientific, which was a Bitcoin miner, secured $1 billion in financing from Morgan Stanley to convert 10 of their Bitcoin mining sites into AI data centers.
And then another here's some positive news.
Kazakhstan. The Kazakhstan Central Bank plans to allocate up to $350 million. convert 10 of their Bitcoin mining sites into AI data centers. And then now here's some positive news. Kazakhstan,
the Kazakhstan central bank plans to allocate up to 350 million from its FX
and gold reserves into crypto assets starting as soon as April are met.
there's kind of a lot open AI released their newest model yesterday,
It appears to be ranked better than Claude almost across the board.
morning, Anthropic CEO Dario came out and issued an apology to the Department of War. So perhaps
he's starting to play nice after that supply chain risk tag got delivered last Friday.
Rounding this out, memes are read in line with majors. This war token seems to be the biggest
mover on chain. It was up 40% yesterday and 60% today.
So it continues to grind up.
And then Pudgy Penguins, in a little bit of facing some legal issues,
they have a trademark infringement lawsuit from the Penguin Apparel brand.
Adding some more legal exposure to them.
So we'll talk about that more.
Can we start with that, please?
You know, this Pudgy Penguins are getting sued by this penguin brand claiming that, you know, they are – I'm your penguin and my penguin is me.
I'll just take Vos' tweet because she quoted the crypt,
is the Pudgy Penguin's application
to register trademarks for phrases like
I am my penguin and my penguin is me
which the brand aimed to use
on the same types of goods
that PEI would utilize its own trademark.
So Pudgy Penguin is being sued
for trademark infringement.
I mean, this is just comedy, right?
And it seemingly all stems from a 2023 cease and desist letter
that Penguin brand sent out that was never responded to.
So perhaps they should have.
I mean, if you look at these things,
they really are not similar. Anyways, this is a hilarious i mean i'm seeing this for the first time
thing is like i used to wear that the penguin brand i have a couple penguin shirts
they're getting burned right after the show here today yeah of course alongside that real
madrid jersey right no one in the world is mistaking these two brands like let's just put
it that way and like the penguin apparel could not be more different the pudgy penguin apparel could not be more
different um is there apparently even really in stores i mean it's available online but they've
been much more into the you know the the toys collectibles so this this one all seems fairly
collectibles. So this one
all seemed fairly frivolous
as I understand it, they're going to probably have to fight
this. They're going to spend some money on
legal fees. So this will be
a bit of an administrative hassle.
I'm not expecting anything major to come
out of it, but probably will be
It feels like one of those a bit of a headache for that. It's so stupid. I mean, this is comical. Like,
it feels like one of those,
I accidentally bought a piece of digital art instead of a third year college.
I should have gone through the comments.
there's the fourth day that Ariel posted.
they're claiming all these different things
There's more than this, right?
you know, we can go to chat,
you can ask every brand that has a penguin on it,
and then perhaps they should sue them as well.
I thought that was really comical.
We need a little comedy in this space, right?
This might shock everyone.
I'm not an expert in trademark law,
that you're able to just own an entire animal and all culture and branding tied to that animal.
We should see the quote tweets for that one before moving on.
Then we'll go to the markets.
But markets kind of suck.
So, you know, start with something lighter.
We need some lightness in our days right now.
That is brilliant. That is brilliant.
Let's see what else we got.
Now a bunch of Zoomers have seen their brand for the first time.
Luca's going to find a way to turn this into a bullish event.
I feel like he loves this shit.
He needed a new battle to fight. I mean like he loves this shit. Oh, he does. I mean...
He needed a new battle to fight.
So this is from the official complaint.
and let's defend this product.
There's nothing, you know...
I mean, I made it to the last quarter
So I'm not a lawyer either.
I don't know if I can give legal advice.
But this seems like a little bit
I don't think you need to... You can have
expertise in ChadGPT law, perhaps,
to go... Should we ask ChadGPT?
Well, you're not going to be able to ask ChadGPT for law
advice here very soon, at least if you're
in the state of New York.
My friend, that's one of the headlines
Hold on. We're going to ask ChadGPT right now. I friend, that's one of the headlines from yesterday. Hold on,
the image for us right now
because I have left Claude,
My relationship with Claude
the comments were very instructive
just taking it back to this,
It feels like he couldn't comment.
they don't look similar at all.
But I can see why someone
might claim to turn around
That is funny. Bando hilarious. That is funny.
With the Bando, let me ask you something.
You can give us some legal advice.
I mean, do these two penguins look similar to you?
I don't even know what that one was.
I thought it might be Penguin Books, but it's just like,
it's just a random thing.
Do you guys not know this brand?
Like this was a fairly popular brand.
Even in Canada, it wasn't a thing.
Do you want to take us through what it is?
I think the guys from the OC show,
which you both are a little bit younger than me.
It was like a mid-tier price
but more expensive than like your low end
62% off you can tell why they need the money
that was the market they were going after.
They had some West Coast vibes.
over here on this website.
This looks nothing like the Pudgy Penguins brand.
penguin characters on the page other than
on the... That's their icon, but it doesn't look similar in any way.
You know the Mando staker we have now?
It feels like a stretch to me.
That Mando, you're looking bulk, dude.
Is this your camera angle?
Maybe because you got a short sleeve on today.
How much you bench, Mando?
He just frame-marked the both of us.
Wait, I can't hear Mando.
It feels like I'm the smallest bencher
in this podcast these days.
You definitely don't look like it.
I mean, we can't compare ourselves to Tyler, you and I.
You and I are similar, though.
I've hit 100 kg once for one.
You probably have longer arms.
No, man, surely benched a little more than me, for sure.
Today, I achieved something new at the gym today.
I had to check if I had spidey senses after it, like the meme.
I was doing one-handed pull-ups.
I swear to God, I have a camera.
He didn't weight a pull-up.
Yeah, I do weighted pull-ups with 25 added pounds. So bad. So impressive. Yeah. But I'll try Tuesday. Yeah, I do weigh to pull up. So 25 added pounds.
Let's talk about the markets now that we've kind of put the lighter topic out of the way.
And that's kind of what Mendo was alluding to when he came on the show and started with full rug.
It appears that the majors have rugged.
It appears that we just decided that, you know what?
No, we're not going past $74,000.
And let me tell you guys,
we have now dumped about 7.5 on bitcoin what do we make of this ty
i'll go to your first and then mando here's your thoughts i mean today's move definitely in line
with stocks at least it's not like just a crypto move it seems it's like broader reaction to folks
kind of realizing like this war is going to be a little bit more painful.
It's going to go on a lot longer.
There's going to be more implications.
It seems like Russia is feeding intelligence to Iran now.
Not sure exactly why that should be negative cell pressure on Bitcoin to this degree.
That is the unfortunate piece.
The level I'm watching, I have not given up hope yet.
Closed the week at 72, we're still alive.
like a bit of a Hail Mary
from here, now that we're back in the
At least see how the weekly goes.
late long like if you long the breakout effectively you just got smoked right they all got liquidated
uh if you left i went long i went long at 71.3 and then averaged down to 71 that morning i was
like right this is a good long i think we're about to break out. We did break out. Some profit at 73 and a half.
So a trade which I was up several hundred thousand dollars.
Just kind of annoyed me more than anything.
I don't dance around in this world of when we're in the 60s,
when we're back in the range.
So what do we think here?
Like, is this, like you said,
there was some, you know,
Although it's tough to get you.
I mean, obviously I'm monitoring
this situation quite closely
because I really care about it, this one. And like, it's tough to get renewed. I mean, obviously I'm monitoring this situation quite closely because I really care about it,
we're not sure of anything.
I think you sent it to us,
the war could go till September,
but, but then I'm seeing'm seeing like the amount of strikes that Iran is conducting every day and missiles and drones that they're shooting is reduced.
It's like 10 percent of – maybe it's like 5 percent.
Missiles are down 9 percent.
I'm getting mixed reviews here.
Missile launches down 9%.
Missile launches down 9 percent.
Drone strikes launches down 83%, Trump was saying.
Drone strikes launches down 83 percent, Trump was saying.
But it's like, is this just part of his like chaos mechanism where he doesn't want you to know like what he's actually thinking?
But like the latest is the unconditional surrender piece, which, you know, that's the piece that folks are upset about this morning.
It doesn't seem likely in any capacity to come anytime soon.
But he changes his mind a lot.
And also, so China was pressuring Iran
to open the Strait of Hormuz.
So I thought they were going to figure out
the Hormuz and oil situation.
But regardless, it just keeps going up.
shorted Bitcoin this morning.
Oh, we haven't talked about the jobs report.
The jobs report was terrible too.
That also was a factor in all this.
So we got the latest jobs number.
It was a huge miss by, let's see, what were the numbers?
February payroll was minus 92,000, 55,000 expected.
And then they also revised down December by 92,000, 55,000 expected. So a huge miss. And then they also revised down
by 65,000. So what looked like it
was a positive month now was negative month.
isn't necessarily surprising
at least who's been following all the AI headlines
and the displacement there.
anytime these jobs revisions come out.
So it's a soft labor market.
Inflation's going up, at least with gas prices.
Though I did see rate cut odds jumped a bit,
Just yesterday, the odds of an April cut were 11%.
Now they're up to 24%, so they're up 100%.
That's a pretty big move.
Perhaps slightly silver lining in this, but again,
not a whole lot to hang your hat on there.
Yeah. Not much going on there. Yeah.
of what Mando was talking about yesterday
and like everything went down.
are dumping with the rest.
But barely, like this, like gold them are dumping with the rest. But barely.
Gold and silver is higher.
Gold not trading at what?
It's kind of eking back its losses.
This week. Silver. Yeah. It's kind of eking back its losses this week.
The one that's been pumping hard in that is doing a lot.
It's top 10 in terms of OIs.
It's done $335 million of volume is oil.
And mind you, this makes me really bullish at hype at the lows here. Although it could go back to a 26-ish number, but this is not a bad place to be.
Remember the last narrative in which hype pumped from 22 up to whatever was gold, silver,
silver doing $2.4 billion in 24 hours, etc.
Aren't we seeing the same thing with oil right now?
And it seems like the oil volume is not going to stop this weekend.
I'm interested in the hype trade here.
I don't know about you guys, but I find that pretty interesting.
Yeah, I don't know that I've seen oil trade on hyperliquid,
or at least with any meaningful volume.
The funding is... it does it is cl usd it's done 335 million dollars in 24 hours yeah yeah i'm sorry i hadn't
seen it before today oh before yeah it's it's it's finally putting some volume yeah long's
getting paid 160 percent yeah over there on that right now um yeah i don't know if the volumes are enough on this one
to really like cause a meaningful move in hype but I do
appreciate the spirit of what you're saying I think it's just another
factor in the hype bull case it's like even if this is not
like a metals weekend there's if any other asset in the world is
hot and trading it's going to be traded on hyperliquid and there you have it
Brent oil is also trading on hype.
It's like a top 20 mover as well.
Natural Gas, all this is on there.
Big one fighting back a little bit.
We were creeping up to 69.
That looks like like got rejected.
I mean, I'd probably quit in 26,
28 region. I would buy it again, but
I don't know how this weekend's going to be.
It's also so uncertain when the weekends come and the markets
close and then we get news again
and again and again. We'll see.
What else do we have besides war news?
It's Clarity Act, but we'll go to wait on that.
I'm not sure where we're at right now with...
Sando was not so bullish.
The odds are down a little bit.
It's just 70%, so it's not down too much.
Yeah, a lot of big AI news in the past days.
So OpenAI reached their new model, 5.4.
So OpenAI reached their new model, 5.4.
So you've switched back from Cloud to GPT.
I actually tested it against Cloud on the exact same prompt,
and I thought the GPT response was significantly better.
But interestingly, we also had Dario Amadei come out, the Anthropics CEO, and apologize to the Department of War.
So they're trying to get back in the good graces.
So I think I said one of the mistakes that he made, in my view, last week was his kind of public press tour against this admin.
That's just, in general, not the best way to deal with him.
And it looks like he's internalized that a little bit.
And he did an interview with the economist and kind of explained this memo
said it wasn't meant to be anything formal.
It was more just kind of a rant in the moment on Friday afternoon.
literally like Trump had just posted his message on Twitter.
The Department of War had just called them a supply chain risk.
And he was dealing with, you know, open AI coming in to deal with the contract.
And he put a note in Slack.
Didn't mean it to be anything formal.
But basically says he wants to play ball.
So hopefully they get to a good spot.
They also said they think that Claude is sentient yesterday.
So they just kind of casually dropped that.
That's buried in the mountain of headlines that we have.
Another one to deal with.
And then at the same time,
Stay in New York wants to ban chatbots for medicine, for law.
For any licensed, any field
that has licensed professionals.
I don't know how that would work exactly.
Who wants to do that? State of New York.
Yeah, yeah, I told him I'm Donnie.
He's not the governor. Who's the governor of New York?
Who? We never hear of him? Hoechal? Who?
Hoechal, I think is her name.
You never hear of him because the mayor of New York is generally the
Yeah, Kathy Hoechal, governor of New York.
Is there a protest outside again?
Member of the Democratic Party
who took office August 20... Well, she's been there
for... Okay, since Cuomo resigned. So she's been
at it for a long time. It's 2021.
an interesting stance. I mean,
what do you guys think? I mean, I think
Tyler, you kind of agreed with me yesterday,
but I said yesterday I had enough.
You know, I went on Claude.
He, again, like, just, I don't need him to be like, oh, yeah.
I don't need to have a friend.
Like, I have enough friends.
No, I don't need another friend.
Just give me a fucking answer when I ask you something.
And I said, I swapped my chat GPT out for Claude about a month ago on my iPhone main screen.
But I'm a day-to-day user.
Like, the team at Myriad uses Claude religiously.
We have Claudeboss running.
We are launching our CLI, FYI, breaking news, so that you can trade whatever you think.
But for the day-to-day stuff, like, this Claude thing is just not good.
I don't know about you guys. What do you guys use for your day to day i use gemini oh wow the google maxi yeah yeah because
we have it integrated for yeet for all of our docs.
And then I have it integrated into my Gmail.
And I just tend to find it pretty good.
I think you're the first person I've heard say that,
that they're like in March 2020. I mean, I've been saying that I think that Gemini's got the...
Up until Claude took it over, Gemini had the best model,
Like, on that, who has the best model chart?
Gemini had the best model.
Now, I think they just released a Gemini 3.1 or something like that.
Gemini over Chattopty for sure, day to day.
Claude is for coding. John Shahidi is saying, thoughts. Gemini over chat GPT for sure day to day. Clause for coding.
John Shahidi is saying thoughts on Gemini.
My thought about that is just like
are you an Apple or Android
view is that my life in general is
Well, that's what this is saying right
independently chat gpt focused so like i might as well buy into that model now because you need
the history as well like that's what i realized i made that spot in november or december because i
was like if i continue to just use chat gpt and that process wasn't easy i had to download all
of my conversations with JetGPT,
then upload them to Gemini so it had the same memory,
and then went from there.
I haven't really looked back.
If your life revolves on Google, Google Docs, Google Meet, etc.,
mine kind of does, so I guess I could give a shot to Gemini
to integrate into my workspace.
You know, it's not bad. And for me me i'm just a day-to-day user i'm the worst bottom-the-barrel user of ai
like i'm the guy that like will see like top five restaurants i'm like i use it for like silly
little things and image generation and memes that i create for the group chat stuff like that you
know yeah um pretty good you can do everything with it.
Like, most of them you can do everything with.
But it seems everyone has their own niche now.
Yeah, so Google's known as the best for, like, video and image generally.
They have the best models for that.
Then for the coding, it's between Claude and ChatGPT.
And then I would agree that day-to-day reasoning,
I tend to find it's ChatGPT, is still probably the best, or Gemini.
And then for real-time, which is what I wanted it for a lot more,
I've actually found Grok to be, whenever I want a real-time question,
whether it's about crypto or markets,
I'll often ask Grok because it has a lot of very good real-time information.
Or I'll ask Gemini because it's better for that.
So yeah, they have slightly better things.
My main one is Gemini now. Okay. Tyler are you saying i just saw that yeah another update from anthropic yesterday
they released this report um just saying all the jobs that are getting stolen by ai and then that
one to five years where you're safe where where you're not. And basically management, business, finance, computer, math, architecture, engineering, life, social sciences, legal, arts and media,
and then office and admin most ripe to be taken. I actually am just noticing sales is kind of
middle of, I'm surprised that he sales up there. I actually have friends who are developing
a lot of sales pathways and processes right now so i guess for
like the lead generation stuff i can see where ai could come in i'm not convinced you're gonna
spin up an ai salesman that's going to be effective but maybe i'm again just have my
head in the sand but then you've got your categories that are safe transportation
installation repair construction ag personal care food and serve uh food and serving grounds
maintenance is perfect grounds maintenance is the highest safety job um are we good are we
gonna switch to being a gardening show should we just should we just make the shift now i don't
have a backyard yet but you know i'll host it if you guys want. They're the only jobs left. Gardening.
You know who's early that?
There's a gardening niche on crypto Twitter.
The gardening Twitter is huge.
I mean, Moon Overlord has been talking about his tomatoes and all that stuff for a minute.
So, you know, it's so early.
So food and service, ground maintenance, personal care, protective service, healthcare service.
They forgot to include podcasting.
You know, we're irreplaceable.
We're like, you're never going to be able to replace us.
We're like the MJs, the LeBron Jameses, the Dwight Howards.
You know? The MJs, the LeBron Jameses, the Dwight Howards. You can't replace that.
Who's going to bring the energy?
Where are sports in there?
I think sports is pretty widely thought
So which one? Personal care? Wow, it's pretty
We could be a peptides gardening
I got us on the peptide stuff.
I mean, fuck, I can talk about this for hours.
I'm becoming an expert as I'm getting ready
I've been having to watch
Rasmus streams recently because we signed him
He's a full-on looks maxer, right?
Let's bring him on the show, actually.
I don't know where he seems to have gone
about 60% of each stream.
I saw the video you shared.
he's like going like this
for like half the fucking show.
this is where Rasmus has gone with his content.
because it's also like a yeet,
and that's our show partner.
I saw this and I was like,
you're going for it. This is an idea that he came show partner. So let's bring it up. This is great. I saw this and I was like, damn, you're going for it.
This is an idea that he came up with.
I don't know if you saw Clavicula was like,
well, clearly Newsom's going to win the next election
So he's like, right, we'll do this for each match.
Olivera has the wider cheekbones, the stronger chin,
and the broader clavicular frame.
However, his canthal tilt is extremely negative.
His major orbital hollowing as well, and slight asymmetry.
On the other hand, Max Holloway has a slightly positive canthal tilt,
cleaner under eye, and a more balanced
very narrow bizygomatic width
and less chin projection.
For this fight, I'm giving the edge to Charles
Oliveira, the underdog at plus
going to be betting on this on Yeet.com.
One of you guys who uses my referral code
the winning i'm actually going to tell him because of that uh that's what i was like i was like this
is this is fantastic like this this is like numerology but for the the current generation
like a part of me wants to laugh a part of me wants to cry like are rasmer's peers like actually
taking this content seriously like is this what they're consuming oh dude he's talking about how big looks maxing is like this
is like the whole generation it seems like well i'm very familiar with the asu front leader who
mags clavicular he probably logged them but i thought this was like a joke in terms of the content i think he is slightly
yes to maxing so to speak it's not he's talking about no job but yes there is there is like a lot
of people who are just on this content right now so this is why we need ai and robots because
someone's got to do the jobs of this generation because they're not going to be capable to do anything. That got 500,000 views.
How many things on CCT get that sort of amount of views?
Like, the views for Luxmax and content
is way higher than other forms of content right now.
Razmir, if you're listening to this show,
we're probably going to clip it and post this anyways.
I actually prefer to know nose job.
I'm like you. I kind of got that Persian
You should do some looks maxing, Farouk.
You're in the background of looks maxing.
Maybe we need to get a few
million views here from Faro.
I could easily make one of those things.
You know what I'm waiting for?
If you give me three more months, I'll be like Jack.
And I can make a before-after type post and all that shit.
I'm also like, I'm not a company.
I've got a lot of people working
at the company. I'm not going to put it.
If you're in crypto, pivot to looks maximum.
We should all do these screens to shut.
at it a little longer than me, man.
You're just missing the...
Didn't you invest in longevity clinics?
longevity and longevity products.
I think we're all kind of doing that,
I mean, what else is there?
besides being happy making money like what else is range now so there's nothing else we're doing well i mean
what's hilarious about this generation is like the millennials like we all took like you took
health and fitness seriously like you worked out like you wanted to be in good shape we just didn't
create this term for it like we call it looks max out, like you wanted to be in good shape. We just didn't create this term for it. Like we call it looks maxing.
Like, yeah, you wanted to be fit so you could attract women.
This is not a new concept by any means.
like they're raw dogging flights to spend time with their thoughts now.
Like this is, this is what we grew up doing.
They're just recreating these things from first principle, it seems, um,
which is wild to see play out in real time. But yeah, I mean,
Bitcoin's in the range, not a whole lot going on.
Why not focus on Lux maxing?
Exactly. I think you just got to get on the train a bit more Tyler, like, um,
yeah, it's, uh, it's uh it's it's not stopping
there's nothing else for these guys to do i would like to see video Tyler fucking bench pressing like 400 pounds dude that should be like half of his posts i feel like right
now i i i have a lot of videos i I was going to post some squats and shit,
there was that person, man,
I think you should curve your ass that way.
You should put your hands up.
I don't need that in my time.
People don't want to see the process.
They want to see the outcome.
benching two plates, three plates. That, everybody. Maybe, know, man. Hexeth? Hexeth? Benching two plates?
That everybody talking about it.
Only when it's heavy, though.
Like, it's gotta be, like, you know,
it's gotta be at least, like,
you gotta be benching at least 225
Like, if you're not benching two plates,
it's no point to post that, right?
proper bear market show that.
In line with this, what we've been talking about.
So Polymarket's leaning in.
They're apparently leaning into frats.
So the Wall Street Journal published this. The wildest frat party on campus prediction markets.
Polymarket branded beer pong sets. $20, dollars in funding to open prediction market sports clubs or prediction
market clubs and apparently a frat that jeff bezos's stepson is in is under investigation
for prediction market insider trading uh so what prediction markets gaining ground inside United States college fraternities.
They just, they really are going everywhere. Yeah. So according to the story,
poly market paying frats up to $30,000 over two weeks to throw parties in
exchange for user signups.
Poly market frat parties, 30 K. You could throw a pretty good party for that in
college. So they're on the user acquisition trails,
and they're doing it in some unique ways.
So this is Wall Street Journal.
I mean, the press is at the highest level.
They're fucking hiding behind me all the time.
I was trying to find my way into this Bezos, more detail on that.
And the Wall Street Journal is the only one who's got it.
I didn't pay for the article.
So not able to comment more on that one.
Other than that, I thought the situational awareness fund manager,
Leopold Ashenbrenner, who's ex-OpenAI, his fund just shared their Q4 13F.
So we got more insight into their positions, which I thought was pretty interesting considering he's one of the hottest guys now in investing. The reason for that, I believe last year his fund returned like 47% or something.
Per his last filings, he's got a ton of core weave, Bloom Energy, Intel, Lumentum, and
And the crypto tie-in here is he bet big on these on bitcoin
miners he's got a billion dollars it's only a five and a half billion dollar fund so almost 20 percent
um but then the caveat is a lot of these bitcoin miners are turning into ai data center place
uh so like core scientific is is transitioning i think we've seen Mara do some of that as well.
His positions are in Core Scientific, Iron, Riot,
Cypher Mining, and BitDeer.
And notably what he sold, he sold all of his NVIDIA.
All of his Broadcom, all of his Micron.
Gold Miners, Western Digital, Seagate.
So, oh, and he's short Infosys, the Indian IT outsourcing firm.
Thinks they're going to get crushed by AI.
So saw that going around.
It's somewhat crypto tangential.
What's also notable about this whole pivot, Bitcoin miners to AI,
is the Trump son of American Bitcoin, is going deeper
into Bitcoin mining. So perhaps they're going to lean into where some others are exiting and take
bigger control over that. So something to watch there. Other than that, Kaido launched a new
product today. This was somewhat interesting.
I guess it's kind of in line with what they've done today,
but it's called Kaido Studio.
And effectively what it is, it's a new,
you can maybe call it like a,
the decentralized part of the right word,
but it's a marketplace to connect creators and brands.
So the way this works is brands like TheraQ or StandX, they can post recs.
Like this is what we want.
This is what we want you to do.
And this is what we're paying.
And then creators can apply for this.
So it's kind of open sourcing like the KOL process to a degree, which is kind of in line with what they did previously.
But this is better because it's not just saying,
hey, go out on Twitter and just go do this
It's like, no, actually apply.
this should save us from the mass timeline slop
and it should only be the folks who actually apply
and get the gig who are the ones putting out the content.
So I guess our timeline should be somewhat saved.
It's caught some fun this morning because the,
the terms of some of the deals aren't, uh, aren't that great.
Uh, like the theory, yeah, the theory IQ, they're,
they're paying $1,500 a month,
which isn't a solid service fee for two posts and a couple other things.
Um, but the payment structure is. a month, which is a solid service fee for two posts and a couple other things.
But the payment structure is 12 month vest on 1500.
So that's a little different, but they have some performance bonuses for that.
So you got to read the fine print. I like the idea and concepts.
Of course, we'll see how it plays out in practice, what brands come to the table, what the terms are.
info markets. How's that doing?
Kaido for the Lost, they didn't come
to us with this product. I'm just kind of confused
We ran an earned campaign with them for many months.
It was running until they shut it down,
and then they just launched this without telling us.
So this is exactly what we were using it for,
and they just haven't even spoken to us about it.
So I don't think it's going on.
I haven't seen someone share a Kaido Mindshare map
Though I have seen the new mind share markets are spinning up where you can effectively bet on virality.
I don't know if those are powered by Kaido or if they're using other mechanisms.
The trend in virality day still is very important, I think.
Just got to figure out how to monetize that.
Watch little orange Bitcoins fall down.
And then see the running tally.
So it's still above the level that he would buy.
I mean, they're going to do like 3,000 Bitcoin worth or more just over the last four days.
Like 200 million, I think.
So these accumulations are 360 BTC.
I don't know how that works, but the stretch is active.
The stretch got above the line, but the stretch is active. The stretch
got above the line, I think, on Tuesday.
It stayed there all week.
I mean, today would have been a day
maybe you thought it would go back below the line, right?
Like, the ETFs are selling.
Yeah, we're back to $16,85.
I'm curious to see the ETF stats today because it's crazy because we keep
reporting all ETFs bought X amount
like Monday, Tuesday, Wednesday
but they've been selling the exact same amount
so I'm very curious to see the data we get from
yesterday and today on the ETF side
isn't James Street the number one holder of IBIT?
Yeah, I think I remember sending you guys a tweet about that.
All my homies hate Jane Street.
We'll continue to point out all our problems on that.
With that being said, I think today is subscriber Friday
Someone who is subscribed to us
Did you guys see that basketball.fun rug?
Not tied to the football.fun team guys see that basketball.fun rug? Not tied to the
releasing the same product
But you're trying to tell me
they convinced a lot of folks
They have 40,000 followers
and they're built on Somnia, which is Sony's L2.
We deserve a few more months of this, honestly.
All right, let's trip it, Charlie.
So OG that he still has NFT in his name.
I am old enough to remember
in people's names. Do you guys remember
You had the Great Mando Square NFT in your name, no?
said just the Great Mando. Maybe I had.
OSF was definitely OSF NFT.
So are we listening to Razor and putting all of it on Oliveira?
Is that what we're doing?
I mean, if he wins this, it's going to be fantastic content.
I want to go see the odds real quick.
We're not going to do this for you, too, because don't worry.
But I kind of want to see...
I would probably pick Olivera in that fight.
I would have picked Olivera anyways.
They seem like very different fighters, right?
Interesting. Interesting.
I guess Olivera has been beaten a few times recently.
I mean, there was a time where everyone was like,
fucking Olivera is like this.
He's been kind of interesting.
if you're trying to get it
$500 congratulations so no matter what to do you already won $500
so no matter what happens
you can pick the difficulty
and where do you want to go
what do you want to do Tukas
Yeah, easy tracks. Where do you see that?
Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom. Boom, that's right. All right. Boom Boom, boom, boom, boom, boom, boom. Oh, no terrible. Oh,
I got an easy one. What the hell and stop Mando. Yeah, we only say one and
All right, how do you want to do it again?
Easy tracks? I think we got two, right?
We'll get tracks this time. Come on. It's Friday.
Where's Tukas at? You got another run.
People are like, man, where are your hands at?
Easy three. Alright, let's do three steps
No way. Oh, my God. Close do three steps first. One, two. No way.
That's like how this can possibly happen.
This side is fucking raked.
That has to be historically the worst run we've had on the show.
I mean, you can't really.
Kyle? Are we going again? Are we going again? Reportedly, the worst run we've had on the show. I mean, you can't really do it.
Both of them? Are we going again?
It's your lucky day, Tukas.
It's your lucky day, Tukas.
So, you know what we're going to do?
We're going to refresh the screen.
We're going to refresh the screen. We're going to... Let's're going to refresh the screen. We're going to refresh the screen.
Okay, guys, we're going to refresh the screen.
I love how Mando's like, another one was like, hands up, Mando.
So, the rules, we know the rules.
the generous extra game, Mando makes the rules. Mando, where are we taking this we know the rules. When Mando offers the generous extra game,
Mando, where are we taking this?
That's a fucking barn run. Definitely not a barn run. It's a fucking barn run
definitely not a barn run
it's a barn run if I've ever seen one
what are we doing here chat
what are we doing here What are we doing here?
Tukas, we love you, but you have no say.
You have absolutely no say, Tukas.
People are saying Bond, but I feel like it's a bit much.
Vanessa is saying two more here.
We have female intuition in the chat.
good at this. This is three. Let's do one
Two more. So we'll stick to two more for now.
Wait, Tukas, it's all love. We love you.
Ladies call. Ladies call.
Ladies call. Ladies hi. Two more. Ladies call.
Tukas! Oh, ladies call. Ladies call. Two more. Ladies call. Oh, Tokas. Tokas!
Cash him. Come on. Cash him. 900 bucks.
You're muted, Brooke. You're muted.
Okay, Tyler's voting cash.
I vote that we go to the next title.
I vote we go to the next title.
but I'm really going to want to stop after the next one.
We are on the infamous Tyler Tire,
I'm not even going to look.
I'm going to look right at the camera.
11.30! Oh! Gentlemen, I'm not even going to look. I'm going to look right at the camera. I'll write it to you. Oh, goodness.
I think we're going to go. I'll keep going.
$1,400 is like this is a very common kill spot.
All right, Vanessa, we need you.
Even the chat's asking for it
free 4k incoming king veyron king veyron who historically he's in the hall of fame
he's in the hall of fame king veyron be honest if imagine this was your run king veyron i want
you to imagine this is your run because you're in the hall of one opportunity you know one
opportunity one shot to make it king veyron's one of those guys that had like that like that crazy stop
do we do just do one more and then we all agree handshake that it's over
i will i'll agree to one more I'm not agreeing to a handshake.
Because then you'll lose my vote.
I'm just, I'm the Chester Goonie.
Yeah, just take your top off for a...
I agree Tyler's Tyler's opinion here may be discarded.
Oh, Vanessa's saying two more.
No, she's getting too aggressive.
I want my boy, Tukas, to walk away with some money.
He's listening to the show.
going home poor. This is just a, where do
we think this is going to end?
This is like 12 soul, by the way,
at today's price. Is this a barn?
one more? Okay, we're doing at least one more,
One more. You understand?
If we go one more, that's it.
everyone has to decide how far we can go
there's no qualms if we die
We know this is the kill spot
We may have lost a listener
The game is rigged again.
I'm fucking sick, dude. that's why Farouk never
I think we may have lost a long time
let's try and do it one more to the tree
here or here the far end to the tree. Hopefully you didn't log off. 800 bucks. To the tree.
The far end of the tree, I think.
Sometimes I just got to click.
You got no one to press pause.
What we should maybe do, actually, though,
but without the looks maxing, I think.
Where we choose a weekend sports bet,
and then we choose someone who's going to potentially win it
That might be quite fun, right?
Why don't we do that for Tukas right now?
Or should we do it for somebody else?
Because Tukas had a lot of chances there.
I mean, Tukas had two extra runs. He had a thousand
dollars worth of runs. So we
just spent actually a thousand bucks on Tukas' runs.
Let's use one more person under the code.
One more person under the code.
Okay, so Charlie, do you want to run it?
Can you run it, Charlie, or
You want to share the screen?
So remind me what we're doing.
So we're going to bet on the Rasmur…
We will put 250 on one weekend sports bet.
Yeah, it's a good nice little bet.
You win 500 bucks. Yeah. I like it. I like Oliveira. Yeah, it's a good, nice little bet. You win 500 bucks.
I think we just follow Rasmus' call.
That way it's in the fam.
What's a ball wrecked guy?
because it was a free run.
We're playing that for glory.
Yeah. Okay, so 250 is what I'm doing? Yeah.
And we shall place the bet.
We should do this quite regularly.
because then we're all watching the game. I happy to do it i mean you're listen we can pick every friday sub winner can
pick a sports bet and we don't play games if you i mean we can let's brainstorm but i know we're
brainstorming some rules that we sent to you mando actually charlie you should send mando one-on-one
but um got march back coming up then march madness coming up. We're going to do a yeet bracket for that, by the way.
So March Madness, yeet bracket,
then we have the World Cup after that, which is easy.
We'll just bet on France.
We need Razmir looks-maxing comparisons of teams.
The physis...yonomy is...
Yeah, hopefully Razmir's right,
or else today will be a pretty big loss for the show.
We need Razmir to be right.