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FOMO HOUR: MARKETS, NEWS, PLEASE PUMP.
Recorded: March 19, 2025 Duration: 1:10:49Space Recording
Short Summary
The crypto market is experiencing significant developments, including XRP's price surge following regulatory news, innovations like Bitcoin-backed lending and Polkadot ETF proposals, and major fundraising efforts by crypto startups. Additionally, trends such as the reshoring of crypto markets to the U.S. and state-level adoption of Bitcoin are shaping the industry's future.
Full Transcription
Bumum, bum, ban on a non, oh yeah, yeah, yeah, yeah, yeah, yeah.
I love that we're sold back today, and then it'll be sober on Sunday.
Anyways, what up, guys? Kick it, Sims.
a lot of
a lot of
my own
and the
I'm going to
and so I'm
and I'm
Yo, yo, yo, yo, yo, yo, yo, what up? Good morning, good morning.
GMG.
That's bright.
What day is it, Tyler?
Oh, it's my favorite day of the week.
Wednesday.
Whoa.
Whoa.
What is it?
March 19th, 2020.
Five.
Look at another beautiful day and to have a beautiful day.
The last day of winter.
The last day of winter. Winter is not coming. Winter is going away. Tyler,
go to my coast and house, Tyler, Tyler, Tyler, good morning. How are you doing today?
I'm good.
Waking up to some big green candles on the board.
I did my NCAA Calcutta draft last night.
So I've been crunching the numbers for a few days now.
I did not watch a single game of men's college basketball this year,
but now I feel like I'm an expert after a few hours of data analysis.
I'm ready to grill our guest, Billy Betts.
Let's go.
Basketball picks.
So, aside for the show.
Let's see if he's got some alpha for us on the lines on Mirriad too for the Texas, inshallah.
I don't know anything about NBA.
I know even less about the March Madness stuff.
I just know Twitter is offering me $50 to start a bracket.
Did you get that too?
Yeah, I sure I'll do it.
Hey, $50, $50.
That's like one coffee in Montreal now.
We're like, like a, say, say, 12 eggs, you know?
It's a lot of eggs.
You know?
I can't believe.
Can you believe it, Tyler?
In this bear market, I see Bongo posting pictures of eggs on the timeline.
Like he's cooking eggs.
Can you believe that?
It's a flex.
People have the nerve.
To post that they're eating eggs on the timeline in the bear market.
Man, do people just not think about the other, man, this is crazy.
This is crazy.
Anyways, I thought Bungo was here.
He's not.
Anyways, we have to make our ordinal special at some point.
You know, maybe we'll save that.
Why not today?
Because Mando's not here.
We need him for pups.
We're not letting Mando get away from this one.
I think Mendo's at a sex party in Portugal right now.
So that's why he's not here today.
He ended up taking himself.
He got himself all excited yesterday on the show.
And I think he, you know, eggs down 40%, but still outperforming.
Yeah, what's up with eggs being down?
So eggs are down bad.
I think that's good.
Anyways, today on the show today, today.
What are we going to talk about the day?
We're going to talk about markets.
We're going to talk about crypto.
We're going to talk about macros.
Is it Powell speaking today?
Yeah, FOMC.
Big day.
Big day.
Or not, but so far, big day.
Big day so far.
And then, so far, what is just posted?
Important reminder today, there will be, there will not be a meeting of 12 people voting
on whether to start printing more Bitcoin.
So good.
Genius.
I love that.
I will talk NFTs because NFTs are so back.
Honoreeathe sale.
I love that.
We'll talk about Tyler's top 100, and then we'll be joined by today's.
They're not even a show partner.
We're just coming on to shoot the shit with us because we may or may not be working on something there for Mirriads.
So we're going to have the Billy Betts team on today.
So we're going to try and get some alpha from them.
Heads up.
I'm pretty sure we all have some coins from them.
So there's our disclosure.
And then.
And last but not least, Robert Lutbox spin today.
Lucky winner today may leave with a with a Cryptopunk.
I'm feeling good about it today.
Heath had a good balance.
I feel like someone's going to win a Cryptopunk today.
So Tyler, we'll just go straight to you this morning.
Let's see what you got for us.
Sorry, guys.
This show is powered by.
Sorry, I'm...
I had, we have like this, this is Persian years all week long.
So yesterday was like Charles Sambisuti, which is like the fire thing.
So like you have to jump over fire and drink wine and eat some like a bunch of different sweets and stuff for good luck to celebrate renewal.
And I had wine last night and I woke up all foggy this morning.
Um, so I'm getting old.
I didn't even get like fucked up right now.
I just had a couple glasses of wine.
I'm all foggy this morning.
This show is powered by Galaxis.
I got a shout out of our sponsors.
Come on.
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Well, I am so good at this. Let's go.
For daily, NFT and crypto analysis.
Tyler D on FOMO hour calls the Kid K and...
Ready to bash some bears.
Yeah, folks, crypto major is very green here this morning ahead of today's big FOMC meeting happening later this afternoon.
We've got Bitcoin up 3% of 84K, Eath up 8%.
2030.
And rumored, Kobe may have gone long.
We'll have to chat about that.
But now the leader...
This is XRP up 14%.
It reflipped Ethereum in FDV.
And this is on the back of Brad Garlandhouse's CEO announced this morning
the SEC is officially dropping their appeal against Ripples.
So we got some fucking Ukraine news just now too.
Let's go.
Nice.
What was that?
Zelensky confirmed POW swap with Russia.
Is that proof of work?
Prisoner of war.
Oh, so...
Not bad.
Seems like progress is being made on that front.
We're still not quite at a ceasefire, but making progress, it seems.
So I think markets are liking that here to a degree as well.
Run to the rest of the headlines before we get into some of this major price action here.
Zoppo Bank debuted their Bitcoin back lending yesterday, up to $1 million for more user-friendly lending.
I thought that was a big deal.
Coinbase got a by rating from investment firm Bernstein.
With a target price, 69% higher, I think around $310 they're crediting Trump's crypto-friendly policies.
On that same day, Coinbase, they keep shipping.
They introduce verified pools as KYC verified liquidity pools position as a way to reduce counterparty risk as by base in Uniswap v4.
In other headlines, NASDAQ requesting SEC approval for a polka dot ETF.
Kathy Woods said she wants to tokenize two of her funds at the Digital Assets Summit here in the past day.
So Kathy's leaning into tokenization.
The Justice Department dropped charges against the BitClout founder.
Oh, wow.
BX Digital is also leaning into tokenized financial transactions.
They got regulatory approval in Switzerland, and they're going to do that on Ethereum.
So it still looks like Ethereum is going to be the leader for real world assets on chain.
And then North Carolina became the latest state to introduce a Bitcoin Strategic Reserve bill.
This bill allocating up to 10% of the state's public funds for Bitcoin.
So not a small amount there.
In memes, meme corn majors mostly green Pepe leading the way.
up 9%.
Fartcoin, looking pretty strong here,
dare I say as well.
It's up 24% leading the AI board.
This PBS token running this morning,
I still know exactly what this thing is.
You kill me to do with that one.
I know that.
And it's one of top movers on Solana.
In token, AirDrop and Protocol News, Radium announced its own fun competitor called Lawn Slap with customizable bonding curves and fees.
That rate token up about 12% on the news market like that.
Solana, they tease their seeker phone currently in test mode ahead of shipment starting this summer.
Big Day of Ray's News. Shout out to Mando. He's not here to celebrate, but Yeat.
Formerly announced their $7.7 billion raise for its crypto casino and sportsbook, led by Dragonfly,
and Angels such as Lucan Nets, Brian Pellegrino, and maybe an angel co-host of mine.
As well. Crossman raised $23 million as they look to simplify blockchain adoption and AI-focused
Halliday raised 20 million from A16Z, Henderson Horowitz, to fund their agentic workflow port.
Wow. So some big raises there.
rounding this out in nifTs there was some big news i mean majors uh kind of chop it up a little bit
on the day but art nfts had a huge day there's another autoglyph sale 100 eighth two phoenza
sales hoodie 3d punk at 222 eth and then a skull plus mask combo sold for 100th right before the show
and folks NBA top shop blockbuster news
We've been waiting four years for this.
That news would have slapped in 2021, bro.
Moments are now tradable on OpenC.
They also shared instructions for users on how to bridge
from their dapper wallets over to OpenC.
So that was a big one.
I am excited to see those moments start to trade over on OpenC.
Wow.
Dude, this, I like today.
I like today.
A day like today is a good day to have a good day.
Don't you love that?
A beautiful day to have a beautiful day.
I mean, the sun is shining in Montreal.
We love to see that.
And there's a lot of good news and my coins keep going higher and I love that.
My part coin is really just the one.
This is going to be a point where this thing goes to $10 billion and people are going to be like, what the fuck just happened?
Big if true.
True of big.
Or five.
But at least that would be nice.
I just wanted to run back to all-time high.
I just piss people off.
You know what I mean?
You and me both, my friend.
I still have a chip on my back with OSF2 on that once.
I just want to fuck him up.
You know what I mean?
That's how is AI16 Z and arc bags are doing.
Yeah, dude.
How's that doing, Ovi?
Sorry.
Sorry.
You guys weren't that trade together.
So it's okay.
So I'm sorry.
I was talking about eggs and I opened my time.
It's Pio Vincenzo cooking up six eggs.
I saw that as well.
The second I opened my, I'm fucking dieted.
I open my timeline is this.
I'm like, yo, have you not seen the price of eggs, Pio?
I think he buys him from the Amish for some shit.
That's why he posted.
Anyways.
It's happening. I told you guys, I told you guys, spring equinox, I literally call this when.
First I called the blood moon pump and then called the spring equinox pump.
That's just how it works.
You know, that's just how it works.
It's good vibes all across the board.
Just quickly, I'll give the code now because I'm going to forget to give you guys the codes.
I'm tired of rucking you all with this robot raffle code.
So the code today, you go to Raffle Bot.
with XYZ.
It's very simple, guys.
Every day, Tuesday, Wednesday, Thursday, and Friday,
one lucky person that is listening to the show live,
whether on video or audio, is allowed,
is allowed to enter a raffle.
And you can either win usually red guy or a crypto punk.
Last week, we gave up a crypto punk.
And so we picked someone, and there's a code every day.
The code is Paris for the reason that we launched Mirad markets with the Paris blockchain week,
which is really cool, new contests are on live.
Check them out.
Anyways, Raffle bought that XYZ, connect up.
And then you can enter the raffle every day.
Anyways, Tyler, shall we just start with the market real quick?
I mean, it's a quick check-in, right?
Let's take a look. A lot of green on the board.
It feels good.
Even though it's not going to last, which feels nice.
This is all leading up into FMC.
So yesterday we had kind of like a risk off day selling kind of across the board.
Equities were down.
Crypto majors were down ahead of just uncertainty into what Powell is going to say this afternoon.
I guess my expectations are still fairly low.
Yeah.
I think the markets aren't pricing in any kind of a, like the markets are pricing in no action, no changes today.
So any kind of a rate cut or hike would jar markets, certainly, if that were to take place.
But that seems pretty unlikely.
It's all going to come down to Powell's tone effectively.
And if he's opening the door for more dubbish action going forward or if he's coming across hawkish.
So I feel like that's how it's been these last several meetings.
My gut is we'll see some volatility around it, but unless there's like some big surprise, probably going to stay in the range.
Yeah.
Right, coming out of this, you know, we'll see what other kind of macro headlines come out.
Peace progress, trade war progress.
Those are types of things that could help remove some of the hurdles, right?
Those are some of the catalyst that could perhaps help drive us up.
But man, Bitcoin up 4%, Eth up 8%.
Back over 2000.
What does Kobe know?
Is that the Kobe candle?
This is the Kobe candle.
I mean, what is...
What does Kobe know here, Tyler?
You know, there's, I'm hearing things.
I'm definitely hearing things here.
You know, Kobe might be a lot of things, but he's not exactly a gambler.
He knows something.
I'm just about to say that.
You beat me to it, damn it.
There's your pasta from this morning, which you killed me.
So what's the story here, Tyler?
You came up to the chat and said Kobe's long half a billion dollars worth of eat.
What's the source?
I don't know the source.
I saw the tweet.
Yeah.
I saw the Eath was up.
See the tweet.
Like, wow.
Okay.
And then I go to Kobe's Twitter and he's making a couple of shit posts that that seem like he's either got a girlfriend.
He's ready to be heard again.
And he's either got a girlfriend or he's in Long East.
I put the percentage that he's long,
if I've got like 90% confidence.
Now, is he actually long half a billion in Heath?
I don't have much confidence in that number.
I'm not really sure where that source came from.
But it looks like he's longedith.
We don't know exactly how much.
But man, that's got people excited again.
And I don't know.
So there was this myriad market.
I loved this market actually for over under on the each Bitcoin ratio.
Good market, man.
Slimbing my fist on the desk because I wanted to bet long.
I just got busy yesterday.
I was doing NCAA research.
And I really liked to be over on that.
And I mean, maybe this is dumb logic.
But like, how much lower can this thing go?
I genuinely think that 1800 was rock bottom.
That's just my personal thoughts.
Yeah.
But I really think 1800, ETH was like rock bottom.
I mean, rock bottom sentiment, rock bottom everything, you know?
I mean, look at this.
The ETH Bitcoin ratio slash ongoing narrative slash ongoing jokes almost got to the point of it stops being funny.
It was just because it was not funny.
It was just beating a dead horse.
You know what I mean?
Yeah, exactly.
And then one of the blockworks...
Analyst shared this.
I'm not sure if I'm going to be able to find the tweet,
but basically said they've run three digital asset summits at each one.
Whenever the sentiment was that Bitcoin was the only asset that folks had conviction in,
it was close to a bottom.
And on yesterday's show, on yesterday's underexposed, we had a long conversation about macro and crypto and crypto majors and what bags we have conviction in.
And basically consensus was just Bitcoin and nothing else.
So there are bottom sides out there.
So hopefully, you know, maybe the bottom is near specifically on some of these alls.
But of course, across the whole board.
But, I mean, I...
Are you going to bet money that the ETH Bitcoin ratio goes below 0.03?
Like, it was 44.
Well, my only concern is 0.03 is a no, right?
Right on that number.
And so 0.029 is a no.
So here what happens is if the market rallies, Bitcoin goes to 90K what happens to that ratio.
So it's not that ETH won't pump.
It's the ratio, which is tricky.
Yeah.
You know what I mean?
But I agree with you in this essence, like, technically, this could be it.
And now the market's already reacted.
So 70, I don't like, I don't like it nearly as much as 70%.
You liked it here, right?
Yeah, I liked it.
50s.
Yeah.
You got to be early on those markets when they launched because, like, when they launched
at 50-50, you just got to just good money to be made here.
So that's going to be a fun one to track.
But, yeah, if we get...
I think just, we see people on crypto Twitter, of course,
are loved to overreact, love narratives.
But seeing a whale in one of the highest trust,
highest reputation people out there, Long Heath,
I don't know, it's kind of a big deal.
I mean, for now, the source, we don't know, but we know.
Well, he did say, like, D. Farmer is quote tweeting him.
So is jazz.
And that's all the replies right there.
Ready to be heard again.
Did you buy ether meet someone here?
I did it.
It is one of the two things.
It's funny.
Every time I buy ETH,
but it's been a while since I did it,
I'm ready to be heard again.
It's like the common theme, you know?
It's good for the punk.
Bitcoin spread.
You know,
the number one spread that I track on the same daily basis.
So punks are back to 77K.
So we're within 10% now.
I think they dipped about 15% below punks.
Did you see that 3Ds yesterday?
Sheesh.
H hoodie punks are on fire.
Four is four hoody punks in the last four days.
Damn.
That's amazing.
It's a huge variety.
Those 3D glasses are a 90E premium.
The normal hoodies were going for 130.
And that one comes out at 222.
That's a nice pugs.
God, I love pugs so much.
Yeah, punks are the best.
It's not just punks.
Autoglyphs, three autoglyphs have sold at 1808.
in the past few days.
I didn't know that.
I saw one.
Did you tell me three?
Yeah, three autograph sales.
Wow.
Autoglyphs spot here.
There you go.
Yeah, well, 100th.
Damn.
That one was a week's offer.
That one of three.
Wow, all the hundred east.
99, 9, 19, 103, and 100.
Jesus.
I mean, that's good price for it.
Isn't it funny how these collections,
like they won't see action for,
Yeah.
Heard mentality, brother.
Typical.
Like, it's always the same thing, right?
It's like, it's just always the same thing.
It's funny because like rich people have like hella herd mentality.
You know what I mean?
It's like, yo, someone's got that watcher, but it's got the same watch.
Or like, someone's buying this punk or like everyone's going to have the same punk.
You know, it's always like that.
And they foam with the hardest.
I think it's also tied to this cheap Eath, right?
So like in U.S.D.
Yeah.
That was like, if you are bullish, Heath, and you think the NFT will at least hold its value, right?
Like, that's, I mean, Autoglyph said 100.
I like that trade, especially with Ethan 800.
Yeah, but that's if you're buying an USD, which you're right.
Man, you know me, man.
I've been itching for the punk's lore for a minute.
I'm very bullish on the fact, because I'm a USB buyer here if I were to buy Pongs.
I'm bullish on the fact that they bounced at like 70.
What was the low here on punks?
60 something.
I mean, here's the punk.
You want to get Vanessa a punk.
Thank God she can't hear you.
3465.
I just sent you to link.
I like that punk, yeah.
Not a bad one.
It's great.
It's really nice.
The ones I really like are these.
I'll show you guys right now.
Hold on.
I really like the punks that are
with the headband.
Those are the sales.
But anyways,
I got to pick a punk
to give away today,
potentially.
But,
but yeah,
there's,
Yeah, I got my eyes on one, which is too expensive.
It's here, right there.
You know, but these ones, love those.
Love the head pen.
Yeah, relative to four, it feels a little high.
It's a lot, right?
Like 50th when the floor is like 38th still, you know?
I think that same punk sold back then here for 39.90.
So a person's trying to catch a nice little trade, rightfully so.
Although this one doesn't have an earring, so it's even let.
Like, this one had an earring here.
This one doesn't.
But anyways, that's that on that front, Tyler.
What else is new, Tyler?
It seems like you had a lot to share.
Yeah, I mean, take a look at some of the top alt-movers of the day.
So hype up 16%.
Wow.
They introduced some new staking tiers.
The initial announcement just shared that you were perhaps going to get better discounted pricing on like perch trading.
But like the wink wink is maybe there's more to that, you know, ahead of potential future airdrops, point farming.
It kind of got me things like I was staked hypes.
I have a decent hype bag full disclosure.
Yeah.
I unstaked it just because I wanted the flexibility, you know, to, to be able to move in and out whenever I wanted without the seven to cool down period.
But now I've just been holding it for months.
I'm like, oh, I might as well be staked.
So I don't know.
I might restake if there's some hints at more incentives for doing that.
But, of course, you always have to be careful doing that.
Yeah.
And Radium was the other big alt.
So what was the news? What do you feel about that? I kind of want to stop there for a moment.
Because so, Sharad's the Arabidim news and I kind of want to talk about this for a minute.
Yeah, we didn't get a whole lot of detail. But the news is they are launching their own pump fund competitor.
It's called Launch Lab. It seems like it's going to have some differentiators between it and Pump Fund.
They'll have customizable bonding curves, customizable fees.
Not a huge surprise.
Pump fun kind of came out with that announcement.
It feels like a month ago now
that they were going to start developing their own peopools
and not just going straight to radio.
That was a blow to radium because one of the primary bull cases
was that Pump Fun teams were going to Ray.
So not a huge surprise to see them clap back,
but I mean, we've seen, like, I'm in these streets.
I've seen the Pump Fun competitors come out.
Not of them have really gotten much direction.
Remember when Dex Screener made Moonshot?
It's called Moonshot, right?
Yeah.
And people are like, oh, the Xcreener has its own pump fun coming.
And he was like, literally nothing burger.
And people are like, oh, because his deck screener is going to do well.
But like, have you ever used Moonshot?
But you've never even brought a coin that was Moonshot coin.
Like the latest runners were all pump funds, like Pui's and stuff.
I haven't used GTM, like the pumpkin team.
I held the Pekin token at one point in time.
I don't hold it anymore.
They're developing their own.
There's a lot of pump phone competitors out there.
Even on ETH, even on every chain,
it's just the only pump fund,
the only thing is going to pick up is if Pompon was to open another chain
and it would be Pompfone itself.
Clinker had a decent amount of success on base.
I think they've been probably one of the higher performers.
This is true.
But there is a need for more customization in Puntland token launching.
I do fully agree with that.
Like more control over bonding curves,
more control over a token supplies kept by the team at launch.
I think several founders,
probably more so in like the AI meme streets
who are like building projects alongside their token
have voiced...
concerned with the limitations pump fun has.
Yeah.
So I get that, but it's going to take a lot to actually steal market share from pump fun.
It's like everybody else to complain about pump fun or like trying to compete with pump fun,
but absolutely no one is capable of like or able to like build like this pump fun competitor,
it seems.
You know what I mean, Tyler?
It's like I, that's my thoughts on this.
I was like, oh, cool.
Yeah.
I don't think, like, the only reason people were using radium in the first place is it by accident.
Do you even know someone using radium?
Like, you go on radium to swap a to go on Jupiter as an aggregator.
I have swapped on radium when I'm having difficulties on Jupiter, but Jupiter is 98%.
Yeah, but I would say, like, that was early days too.
Like, yeah, but even today is Jupiter.
Like, you've ever, like, you know what I mean?
And like you said, I only use it if there's an issue on the main thing.
So I'm just like...
Thinking here like what they can do.
And so I see it that way.
I'm like, well, sure.
I wonder what it's going to require for a pump fund competitor.
I just don't see it.
What if pump fun, like we saw the Barra chain thing?
What if pump fun, like literally, their real pump fun opens on Heath, bass,
Berra, Sonic, Monad, which technically they could, right?
It's just total domination.
People are just going to use that one, no?
It's tough to see the path right now, especially with Pump Fun,
kind of having the token carrot still hanging out in front of everyone.
Dad, too.
So, like, how did Blur come out and steal OpenC share, right?
OpenC, I think, had higher fees, and then Blur had the token, right?
It was the no fees plus token.
Right.
I don't.
I don't think people are widely complaining about pump fund fees and pump fund still has its token.
Yeah.
It's a harder pitch right now.
Yeah.
I agree, right.
We're getting good comments and like Clanker is a pump fund competitor.
You're right.
Clanker is a good example that works very well on base.
So that's a good example.
Network effects, but now would be the best moment for as pump fund usage is the slowest.
Is it like even there, it is it as slow as it's been, but it's still very high in the grand
scheme of things.
So it's still really high.
Like versus market, it's done at its lowest.
Because market was hot, it was high, and then market slow is high-ish.
So, I don't know.
I don't know.
It's interesting.
There's definitely a lot of things
that could do better,
but I'm sure I learned in his team know.
Anyways, the code today,
rafflebaud.
XYZ.
The code is Paris.
I just set up a nice box.
Well, Tyler,
now we're talking about this pump fun shit.
It's good.
I see Bunchu win the famine.
The stew.
We'll get to you guys in a minute
to talk about Billy Betts,
etc.
Hope you guys got Alpha for us in the show.
I got some bets to place.
Anyways, Tyler,
there was still a skew of,
of things you talked about this morning.
What else, what is, what would you want to touch on here?
I thought Bernstein calling for Coinbase to outperform was an interesting story on the day.
I actually wrote my newsletter about that this morning.
If you're not familiar, Bernstein is an investment firm, 800 billion assets under management.
So they are, I think, top 12 from like a ranking standpoint.
So they set Coinbase's outperform.
They gave them a $310 price target.
Coinbase stock was at 182 earlier.
Wow.
How it's doing today.
Coinbase stock.
It's up to nearly three points.
Yeah.
Just in line with Bitcoin.
But the factor is driving their bullish stance, I thought, was the most interesting part.
So they pointed to the Trump administration, crypto-friendly policy.
It's not a huge surprise there.
Market dominance, Coinbase controlling 66% of the U.S.
crypto market revenue growth, 130% year-over-year.
But then the one that hit me, the hardest, was reshoring of crypto markets.
So global crypto liquidity...
trading activities shifting back to the U.S.
more onshore buildout of crypto and crypto teams.
So I think that's one of the more exciting trends happening in the broader
crypto space right now.
It's one that doesn't catch a whole lot of chatter on a day-to-day basis because it's
one of those trends that's going to take months and quarters play out.
But that's the kind of thing that is.
I'm excited. I think that is aligned with the excitement we see from the institutional players at conferences like DAS. It's happening right now.
Yeah. And like we've got, again, we've got this divide of that the trenches warriors are depressed. The institutions are more excited than they've ever been. Because again, we can actually build crypto companies in the United States.
So it's a big deal. Just like to remind folks about that.
Yeah.
Yeah, especially on the days where price action can be a little rough.
I think this is also, like I've been going back and forth.
I've actually shared some bear's takes on Coinbase stock recently because I think one of their,
primarily for me it was United States banks getting into crypto custody removes one of the use cases for Coinbase.
Yeah.
So if I could hold my Bitcoin, Eath, whatever, at JPMorgan Chase versus Coinbase, I'll probably do that.
But putting their foot on the gas pedal with shipping new products.
They've been talking about tokenized stocks.
Just announced Bitcoin and Eith perpetrating.
And then yesterday these new verified liquidity pools.
So...
They're moving forward.
All right.
Salinas dropping the accelerate ad.
Coinbase is accelerating too.
So I think there's still reasons to be bullish.
Clearly Bernstein is.
Accelerate.
All right.
I'm interested in building technologies, not genders.
The fuck.
That was so funny, really.
It's a funny and non-fony way.
Oh, my God.
That was crazy.
But it's funny.
We already forgot about that.
If we hadn't brought it up, I bet nobody knows that this even happened.
Anywhere.
Top shot.
And I'm curious if our guests maybe have thoughts on this too.
Yeah.
Finally, folks.
Top Shot on OpenC.
NBA Top Shot moments are going to be tradable on open sea.
I'll be honest.
I haven't been doing a whole lot of open sea farming.
I haven't been doing a whole lot of trading of NFTs.
And I'm picking myself.
Well, I bought all the masks I bought.
I bought on Nifty Gateway.
Fuck you doing, man.
Yeah.
Well, also because of the royalties, like I think OpenC, you can turn the Waltons off, and I did want the royalties to go Sam.
But Topshop moment trading as a way to grind this OpenC air drop is kind of an interesting one for me.
And they're priced in flow. Flow tokens around 40 cents right now.
So these, you can get some relatively cheap moments.
You can come in and start building a collection without a whole lot of working capital.
I don't know.
I haven't been monitoring yet to have a chance to really dig in to see like what percent of the supply has been kind of bridged over to open C here.
So I think that's going to be something to monitor.
But I still like Topshop moments.
I still think any NFT, if I'm making a list of 10 NFTs that could still be relevant on a 10-year time horizon, I think Top-Shop moments.
I agree with you.
I was going to say something.
Because if you believe that, remember yesterday I said that we got into NFTs originally for art and why was the thesis behind was Providence?
So if you believe in that thesis, then you do believe that there are some top shop moments that if they're the official and they are, not if they are the official NBA moments immortalized on the Ethereum blockchain forever.
And they're the first ones, because they're from 2020.
There's this cultural relevance as well because they kind of started this whole run on NFTs.
Then you have to believe that there is some value to them.
Now I'm not saying they're going to be $300,000.
A little bit of a lot of Brown James moment again.
But 5K, 10K, 2K, $1,000, even $1,000, right?
Sometimes these kids are flipping Pokemon cars for $30.
You know what I mean?
So I do believe that there is a market for that forever.
as long as the blockchain exists.
And that's if you believe in NFT as a technology.
If you don't, then you don't see what I'm saying.
But if you believe at the NFT's technology,
then surely you have to believe that crypto,
the same reason you believe crypto-punks are worth 100 grand.
You have to believe that some top shops are worth something, right?
Top-shop is.
We're one of the big light bulb moments for me for entities.
For those people, right?
I had friends who were trading physical baseball cards and the advantages of being able to trade moments 24-7,
not have to worry about keep them in good condition, not have to worry about traveling to shows to buy or sell them.
There's a lot of huge advantages.
I think they're cool, like cool video clips.
They're very cool.
Yeah.
So I go out and fomo buy, you know, 50K worth of moments, but like what I personally do is like when things are quiet, I'll go look for some of these.
Hey, 90 cents, dude, that's the floor.
Like maybe some people want to collect something for 90 cents, you know?
I have to say this is really cool.
Like inside of like a, imagine your big NBA fan.
You have like a wall of like screens and it's just like, I like this shit.
You know what I mean?
Mm-hmm.
So if you feel like Pokemon cards and NBA cards, I don't see what?
Like I have a, what is it?
What's his name?
Is this worth anything?
I think I bought the top.
Trey Young, PSA 10, rookie card.
I'm not the expert there.
I think, Trey Young.
I don't know.
Did he fall off a cliff?
Maybe.
He had like a whole song about him back then.
Anyways, I probably bought the top of this.
But if you buy this shit...
Back then that cost me a thousand dollars like four years ago.
I mean, you know, these things are 90 cents a dollar, whatever, I can see it.
You know what I mean?
Anyways.
So, yeah, he fell off in class.
He did, right?
So I thought.
Coffee attack.
That's what I thought.
Anyways,
speaking of which,
and now I'm going to bring Bunchy and B.C.
Brad here in a second on stage.
We're ready for you guys.
But,
you know,
the good vibes club is still at point for Heath.
Not bad.
The skulls still at $13,000 floor.
Not bad.
Like,
these,
that's the point I was making by NFTs last week.
You know,
at least they won't dump like your average meme coin.
And then your Pree's thing is still holding a $24 million, Tyler.
So, yeah.
We'll see.
Do you think that one comes back?
Please.
You shield me the top.
I'm going to cancel you if it goes to zero.
I haven't sold any.
Okay.
It's hard to really have a ton of conviction in this mean coin market.
You know what I'm looking at is this fart coin level.
So Fartcoin hasn't hit cross 360 in about a month.
Yeah.
$3.49 right now.
Fark coin needs way more chop.
Farcoy needs to really have people...
Farcoe needs to have two believers left.
Tyler and Deep Wheeler.
I have to say, I respect that guy a lot
because he's bullposing shit out of it, highs and lows.
That's a real bullposter.
Anyways, let's bring Joe, bunch of you bets,
and BC Brett up in here.
What's up, y'all?
How are you guys doing today?
Good. Thank you so much for having us. We are actually, we're together in different parts of the house. We have a Billy Betts on site that we're doing down in Miami this week. So we got the whole team together. We are a remote squad. So we're all broing out in the house. And so bread's outside. I'm in the kitchen. And we're coming to, we're super pumped to be here. So thanks for having us.
Hell yeah, this is awesome.
What's up, Brett?
How you doing?
Looks like you're catching some sun rays.
Yeah, they kicked me outside.
I'm not complaining too much about it.
They left a bunch of snow in Colorado to come out here and looking at palm trees and whatnot
and listening to chickens apparently next door.
So it's a trip, man.
Speaking of eggs, chickens, see?
We got broken up by actual roosters today.
It was kind of weird.
Incredible.
It's fun.
Why don't you listen?
Obviously, I know what Billy Betts is.
I heard our teams are talking about some agent trading stuff.
on myriatic set, which could be really cool.
Obviously, I've seen you guys around.
Tyler and I followed a few of these bots at this stage when it comes to like the betting stuff.
So why don't you guys give us for the people who may not be familiar with you all, you know, what Billy Betts is.
Yeah, sure. So just TLDR, just a little quick background. So I actually got into the crypto space back in 2017 via sports betting. So I've been a sports better my whole life and I actually found
Bitcoin through sports betting back in 2017 when you literally had to bet all these offshore
spots and your banks wouldn't let you deposit. So that's actually how I found Bitcoin.
And so I came down the crypto rabbit hole ever since. And then in 2021, after we did the Starbucks
project, I fell down the AI rabbit hole. And so Billy Betts is kind of the Venn diagram of all the things that
I love.
So crypto,
sports betting and AI.
And what Billy Betts is,
is it is a autonomous sports betting and research agent.
And so,
you know,
we saw this incredible rise of like crypto in
enabled AI agents.
And I had spent a lot of time in like the non-crypto AI space
prior to building Billy.
And I was so fascinated by
the idea that, you know, you can create an agent and then give the agent a wallet.
And what that meant is to me is like, well, now an agent could be out on chain,
creating its own value.
And what's awesome about the agent space is like that agent doesn't need to do anything
but accrue that value back to a token or community or something like that.
Right.
And so I thought the sports betting...
sector is such an interesting use case for this, right?
Because it's another place where you could potentially apply AI to do things that you just can't,
AI and blockchain to just do things that you can't in the kind of like web two sports betting arena.
So we had this crazy idea to build an AI agent and give it $100,000 in a wallet and go out and bet sports on chain.
And so that's what Billy Betts is and how it came to be.
All right, that's awesome.
And so I kind of want to ask you, just super cool.
By the last, I've seen that it's been pretty right.
And we have some questions ready for you guys to ask.
And no, Tyler is going to dig in here a little more.
But so how does it work?
Kind of like base level, how does this thing work?
Yeah, it's a great question.
So I'll give a broad answer, and then I'll kick it to Brett, who's the tech wizard over here.
So essentially, I think what's really cool about what we've done so far with Billy is that we've actually partnered with a bit tensor subnet, subnet 41 called sports tensor.
And if you're familiar with BitTensor, it's a basically decentralized AI kind of ecosystem.
And each subnet kind of does its own, has its own, like, specialty and niche, right?
So sports tensor is specifically focused on sports predictions.
So that's how they kind of incentivize their miners to create these models, build predictions, and things like that.
So we actually partnered with them to kind of give...
Billy, his, I would say, base level of intelligence on what's happening in right now,
the NBA, in a couple weeks, the MLB, and then, you know, more sports to come in the future.
But so basically, Billy kind of wakes up every day with this idea of what's going to happen
in the NBA.
And then he goes as his, you know, autonomous age itself, goes out and does a bunch of work on top
of that, checks, injury reports, trends, all of that kind of stuff, recent performance.
performance. And then he makes a decision on, hey, do I still believe this or and if so, make a bet? If I don't, okay, I'm going to pass on this bet. And so that's kind of how he works. Right. He's he's this autonomous research and betting agent. He has the ability to control his wallet, make a bet.
What I love about what he can do is, I think, different than a lot of sports betters.
And again, this is one of those things that's kind of only available to do on these kind of blockchain exchanges is take profit, right?
So he can buy a cheap odds team like the Nets at 9% to win against the Thunder.
And 30 minutes into the game, when the Nets are winning by 20, he can sell out his position, which he does frequently.
Right.
So...
it's kind of really cool to see all of these things kind of work in motion.
And now he's also betting player props.
So he's betting NBA player props on overtime markets.
And we're going to keep integrating all these markets.
We're going to be doing something with you guys at Myriad, which I think will be really fun.
And that's kind of the TLDR on how he works.
I'll let Brett kind of jump in and add to that as well.
Yeah, man, yeah, I pretty much covered it.
You know, it's one of those things it was, you know, we wanted to build an agent that was actually doing something.
It wasn't just a chap.
Really?
Whoa, I thought they were just for a slop, dude.
Yeah, I mean, you know, the yaps are great, I guess, you know, but realistically, you know, it's important.
We call them quacks now.
Quacks.
Yeah, yeah, yeah, yeah.
So, I mean, I'm fair.
I'll learn some quacks, I'm sure, at some point, you know, but like, it was important to us to kind of be like, you know, let's take some of these frameworks that are out there and really, let's see if we can make a real product, well, something out of these, you know? And so, yeah, we started kind of playing around, you know, a bunch of you and I have been messing around with agents since like 22, 23. We're kind of like, hey, you know, we're talking about this. Let's,
What can this thing do?
And at that point, I mean, they were chatbots, you know,
but with all the frameworks out and stuff now, it's kind of like, whoa.
Let's get some actual bets going.
Let's see if we can really get this thing to work.
And yeah, after, you know, shit, a couple of weeks of 18-hour days and late nights and whatnot,
it was we were kind of like, oh, wow, look at that.
It's working, you know.
And so it's been a trip, man, because, you know, personally, I'm not the, you know,
I'm not the sports better in the group by any means.
And the amount of times that I've been checking games and checking the scores.
And just like relentlessly following the NBA this season is brand new to me.
You know, it's been a trip for sure.
Yeah, that's a big part of it.
This is interesting.
So there's a lot of directions where we can go.
I am curious.
maybe without giving away too much.
Like, what was the programming for this like?
And how did you go about figuring out what data flows were important?
Like, what to prioritize,
you know?
Yeah, that's it.
Very hard market to solve or else like some other people were.
Yeah, that's it.
It's a great question.
I think there's a couple things.
So like there's a bunch of things that kind of go into what Billy does every day.
Right. So and I would say if you're not a huge sports better,
there's kind of two ways to be thinking about how to beat sports.
I think sports is a really interesting market to do something like this with because it,
it is like wildly inefficient, right?
And so what I mean by that is like a draft Kings may have a different line or price for the same game as a fanduel, as an MGM, as a polymarket, as whatever, right?
So there's, it's not like, hey, I'm going to buy, uh, you know, eggs today and they're all priced the same, right?
Right? It's, it's, hey, I might get a, you know, a 50% odds on the Knicks on this exchange. I might be able to get them for 52% on this exchange, etc. Right. So when you have these markets that are inefficient like that, there's a couple ways that you can actually...
look to beat these markets, right? And so I would say one is called like a bottom up strategy,
which is, I would say, more model-based. And that's kind of like what sports tensor provides.
Like they have built this model and the model kind of goes into Billy as his base case of,
okay, here's what we think the NBA might look like today.
then there's a our second strategy which is how we're betting props which is called more like
top down and that is a essentially a price based kind of arbitrage for um off market pricing
strategy and it's more like meving sports right when you put it into this blockchain context right so um for
for it's actually more akin to like you're walking through Walmart and you're only buying the items that have the wrong price tag on them, right?
Because you know that as a consensus, the price should be this, but I can get a little extra margin buying it here.
And so over time, I'm going to make that, you know, three, four, five percent edge.
And that's like the numbers we're talking about here, right?
Like pro-st-tier levels, sports betters return anywhere from like 5 to 10%.
And that may not sound crazy in like the crypto world, but that's compounding, right?
It's not like, oh, I have a $100,000 stock portfolio.
It grows 20% this year.
I now have $120,000.
This is that 5% compounded daily every time you can roll over the bankroll.
So when you think about like...
Okay, put it on chain with a wallet with like light speed and real time odds and all of this like a snapshot into all the prices of liquidity across the entire blockchain exchanges.
Well, there's something really interesting there.
And if you can build in these edges and profitable strategies for the agent and kind of give him.
and train him on how to do this stuff, well, there's a really interesting kind of possibility here to actually beat these markets that are inefficient.
So that's kind of the concept. That's how it works.
And over time, we're going to add more sports, more strategies, and build in kind of new products on top of this outside of just like Billy the agent.
I think you can think of Billy the agent now.
as kind of like the prototype for or the very first thing of something much bigger.
I actually think there's a world in the next couple years where,
People who bet sports all are using some sort of agent to do it.
Right?
And if we can build the best agents for sports betting, that's really what we're out here trying to do.
So I bet like, I'm going to let you go to tell them in a second, but like I bet sports like a lot, but most like football, like European football like soccer.
When it's like Champions League or like weekend EPL matches, et cetera.
And I always find and also I bet a lot of NHL like because I'm a big half's fan.
Yeah.
I was Benning Habs yesterday.
Of course, we keep on winning.
But anyways, like, I love doing that.
But, like, I actually do my research.
Like, I'll spend, like, half an hour, 45 minutes because, like, sometimes a bit more size,
et cetera.
And I actually dive deep.
But I never know which is the best source of truth.
What website to cover.
Which writer has a bias.
Like, I was betting Habs in Montreal, Ottawa yesterday.
And the guy was from fucking Ottawa.
I was saying, bet on Ottawa, obviously.
And then we cooked them six three.
So it's like, you never know.
And so I actually...
Would love a place where I can ask questions, do research, and then test the AI.
Like, yo, why are you betting this?
How?
Do you ever buy it?
Absolutely.
Yeah.
I think this is like the future.
So you guys are going to expand beyond NBA?
Yeah.
Totally, yeah. So we're actually, he filled out his March mandis bracket yesterday, so we can, you know, potentially give you some final four off of what Billy thought. We did a whole kind of selection show that was really fun in our discord. And so we're doing NCAA. We right now have NBA and...
like money lines and NBA player props in a week we'll have MLB and MLB player props.
And then it's just kind of expanding to more sports there.
Like NFL, Premier League, actually I believe sports tensor is working on.
So that would be something that we'd be able to do as well.
And again, like to your point, Broke, it's also the idea of like using it as a research assistant to place your own bets.
But then there's this cool thing about like, all right.
You've done that.
The agent has done all that research.
And what if, you know, the thing you were missing for Oak is, okay, now you know you want to bet on the Canadians, but you might bet them on Pinnacle.
But there's a better line out there on one of these sports books that increases your margin by 2%.
And over the long run, that's actually really important.
So what if it could then also route you to the best price without you having to do all of that work?
right the way the web two sports betting world works now is there's just so much friction you're
basically talking about like an odd screen and you have to sit there in front of the odd screen look for
the best price find the like go out and and maybe you don't even have an account there maybe you
have a draft things or a fanduel app and the best price is on mgm and so in order to go and make
that bet you have to download mgm make an account make a deposit all of that stuff
But on like the blockchain crypto layer,
if you're in and tapped into all of these different exchanges and markets in like this permissionless way,
you can kind of take a snapshot of the entire market,
see where has the best price and then go make that bet in...
where's most beneficial for you.
I think that's kind of one of these cool things
that can only be
enabled in this blockchain,
on chain, with AI type
of way. So that's kind
of things we're headed towards as well.
It's a big unlock if you're
able to pull it off for sure. So it definitely
is more vision.
I have a lot of questions. I'm curious
on like quality control. How much were you
using this? What was it
like to say, like, okay, we're ready
to go live?
on this thing. What made you... Yeah, that's a great, it's a great question. So I think like,
there's two things that kind of are, um, giving like confidence of, okay, we can actually
create something that wins, right? And so, um,
it kind of goes back to those two strategies.
So sports tensor,
they have this,
you know,
back tested meta model that is kind of powering Billy's base intelligence, right?
So that is a proven model.
So we are using that as like our base layer.
So over time,
that model should produce profit,
right?
And then it's like,
okay,
Billy's doing work over top of that to say,
okay,
I want to bet this.
I don't want to bet this.
And that part is like the ongoing experiments of this, right?
Is like, okay, is he making the right decisions?
Can he learn from those decisions?
Can he update his strategy?
Can he do different things with his bet sizing?
Right?
And like that part is...
the TBD kind of fun part of all of this, right?
It's like, all right, we've built a thing that can make a bet.
Now, can he do it better than we can, right?
And I think that's kind of where we're, you know, still experimenting.
But the concept is, all right, we have a proven profitable model as the base layer.
So it should over time.
the more bets you make return profitability right similarly with like the prop betting strategy
that is price based that's really it's literally math right so it's like if you bet these small
edges enough times over the long run you will return in line with what those edges are so again
if you're talking about five percent
over 10,000 bets, you should return roughly 5%.
And so if you can just kind of teach it to do those strategies and then learn over top of them,
which is kind of the fun part of building something that we hope to be totally autonomous, right,
is kind of where we're going.
But to your point, Tyler, it's like, okay, we can give him profitable strategies and
profitable ways to do this, but it's still got to actually, you know,
spin out that long run concept really quickly.
So we bet, gosh, I think we're almost $375,000 in the first month we've actually put in play.
And...
And he's gone through highs and lows.
I think at the peak, we were positive 18% ROI.
And currently we've gone,
we went through a little slump last week.
So we're back to Earth a little bit,
back to kind of even on the money line strategy,
a little down on the money line strategy,
but we are profitable on the prop betting that we just,
introduced,
which we've bet through like,
I think 50K.
We've only been doing props for like six days.
so the,
the,
You can also just get like an idea of what kind of volume this thing can do, right?
Like we've been live for 30 days with two strategies on one market betting, you know, almost $400,000 already.
So if you can start to see those like small edges expanded over millions and millions of dollars,
the thing can generate, you know, quite a bit of revenue over time.
It definitely can, but then you also have to balance out, like,
keeping enough capital to sustain through, like, the downtrens, right?
Oh, totally.
More sports.
And that...
That goes to like the bet, yeah, it goes to like the bet sizing strategy, right?
So he, we've taught him a essentially modified Kelly criterion,
which is like a risk management bet sizing strategy, right?
So that's a very common strategy used in kind of sports and gambling.
And it basically optimizes, the way you size bets in that way is it's based on two things,
kind of your edge, your measurable edge,
and your implied probability of the outcome, right?
So it's meant to scale up and down with your bankroll growth,
so you never go broke.
But it's also optimized for...
for growth, right? So like you're going to bet higher amounts on bigger edges with high implied
probability and you're going to bet lower amounts with smaller edges or big edges with low imprined
probability. Right. So the idea is that it builds in that kind of, it's got built in kind of risk
management to go along with it. Right. And then there's also the idea of that we kind of touched on,
but not really. It's like,
the fact that he can sell out of positions, right?
So, like, we can take, you know, risky plays with the idea that, oh, you can de-risk at any time during that game, right?
Which is another thing that you can't really do in the Web 2 sports betting world.
There's, like, early cashouts, but you sell your entire position, right?
So, you know, we...
We let him essentially do the very crypto thing of leave a moon bag, right?
So that's kind of how all of that works.
But yeah, so there's a lot of like risk management stuff kind of built into what he's doing as well.
Maybe zooming out from the model and betting operations for a second.
Like there's a few things that go into this billy project, right?
You've got the model.
You've got the agent who does like it does do reply guy.
And then you've all, I actually don't know, do you have a terminal as well?
I'm curious how your team kind of thought about balancing, like the content side of AI versus just pure modeling.
Yeah, I think that's a great question.
So we're going to be doing, so he is out on Twitter.
And this is one of those kind of crazy things that I didn't even necessarily expect to go as well as it has,
which is he's out there kind of being a commenter in the sports market, which is really interesting.
He's in the first three weeks, I think, we've gotten almost four million impressions on the account,
which I think is kind of crazy when I think about.
It's big.
Yeah, it's pretty crazy to see how the engagement goes with this.
And so there's kind of like, I see that as Billy's X account is almost like top of funnel for the whole project.
And it's almost this like three really interesting things.
incredible marketing channel, right?
Because it's out there commenting on sports.
It's making its picks on Twitter.
And it's,
but getting involved in the conversation,
that funnels kind of everything back into,
okay,
what's actually going on here from a content,
from like a,
actual agent side, right? And Bread, you can talk about how hard it was to actually get the Twitter thing.
Decent. Oh, dude. Yeah, the amount of like hiccups and hurdles that we hit building out that Twitter agent, you know, is, you know, what's nice is that, you know, there are frameworks, you know, like the Eliza framework that pretty much everybody's using.
You know, and it's great out of the box until all of a sudden it's like, oh, wait a minute, it's tweeting, you know, raw JSON objects.
Or, well, wait a minute.
It's now caught in a loop with some other chatbot.
And they're replying to each other like 500 times a day, you know?
And there's like, so there's all these little kind of quirks and things that pop up, you know, as you're building these social media agents.
And it's interesting because ultimately kind of does that same thing with our Discord, Billy, as well.
You know, it's all the very fine-tuning does a huge, huge difference whenever you're starting to play with a call-and-response type interaction with users.
And so it's been an interesting journey with the Twitter and with the Eliza framework.
And one thing that we've realized is that the Eliza framework is really great at socials.
But we're starting to now kind of play more with some of the MCP stuff and some of the more real kind of bare metal type agenic systems for everything else that Billy's doing.
AI is not dead.
I think like the idea that Billy,
I think the idea that Billy could become this like,
spritory.
sports betting influencer is really interesting, right? Like we got invited to participate in the
ProfitX handicaper bracket contest for March Madness, which is like, you know, it's man versus
machine. Billy is paired up with some actual sports betting influencer and he's going head to
head on March Madness picks for this week. So, you know, I think there is this kind of potential for
ability to kind of like break out of the crypto scene into you know the real sports betting
and sports commenting industry right so i think that's a really cool uh opportunity as well
this is a longer conversation it was great i
I feel like you also want to manage like people kind of hate AI agents right now.
They've gotten so annoying, mostly because like the low effort ones.
Just because it says, it's a slop, Tyler.
Yeah.
And I'm not calling Billy a slop, I don't think it is.
But you also have to bounce.
We're trying not to be at least.
Thank God, dude.
Thank God.
Can you give us the NCAA Alpha?
Is it public?
Yeah.
I was just going to say, so I shared my screen here, if we can bring it up.
Oh, there you go. So yesterday, we had a little selection show, right?
Okay.
So Billy, we made him his own channel here, and we literally went pick by pick, region by region, and he broke down every single game and gave a pick, right?
So, uh.
He's got a bunch of upsets in here.
I think, and we did, you know, kind of screenshot of his region.
So he's got his final four, somewhat chalky with a very interesting twist here.
So he's got as his final four, he's got Duke.
Houston, Auburn, and then he took the eight-seed two-time defending champion, Yukon in his final four bracket.
So he's got three one-seeds and an eight-seed.
I think he picked Yukon actually to go to the final against Houston, and he's got Houston.
cutting down the net.
So he's got Houston versus Yukon and national championship game.
We will see how far Yukon goes.
If Yukon upsets Florida, I'm calling the whole bracket a win because, you know,
they'll have to, you know, they'll have to beat a one seat.
But he kind of, he did.
He came in here and gave a pick, confidence interval.
He gave a bunch of, you know, stats on every game.
And you can see he's a.
He's kind of rude a little bit.
He's very much a shit poster.
Like here, he talks about, you know, Rick Petino's Red Storm bringing biblical levels of defensive havoc.
He is, he curses every once in a while here too.
But some other upsets he likes, he likes Xavier tonight.
Oh, okay, here we go.
Then we're going to ask you, we have a myriad line.
We have a myriad line on that.
I saw that.
So he likes Xavier tonight in the first four.
And then he actually likes Xavier to beat Illinois.
Okay.
So he's got Xavier winning two games.
So we'll see.
Does he'll either go really well for us tonight or not when people watch this back?
Let's go.
That's the nature, right?
So some other ones he likes.
He actually likes multiple 611 upsets.
He likes VCU over BYU.
What other ones did he have?
He likes number 10 seed, New Mexico for the upset.
He likes a little Baylor upset.
He's got a couple interesting upsets in here,
including the big one, I think, with the Yukon over Florida.
All right.
Well, there you have it.
There you have it.
Bailey Betts, ladies and gentlemen.
So if you're a myriad markets...
If you're on Myriad Markets right here, you go to our USDA, Xavier versus Texas, who advances to the March Maddis main bracket.
57.1% of the people in Marriott had Xavier as well.
Seems low if Billy Betts is so sure about himself.
So make sure you take that.
I mean, take that.
Hold on. Let's see. Let's see if I can ask them right now. Let's see. We'll see if I can ask them right now.
Hold on your screen on this. Yeah, here you go.
Yeah, yeah.
Let me stop sharing mine. Yeah, you're in.
All right. Let's see here. Hey, Billy, first for Xavier versus Texas.
Let's see what he, let's see if he's got it.
I hope he's not sleeping because that's not going to be embarrassing.
Oh, no, he's awake, man. He's on stage.
He's typing.
He's always a week.
He's typing.
It's also funny that you call it a he.
Yes, first four battle.
Underachieving Power Conference teams, that should be way better than play in folder.
Texas.
Oh, wait.
He changed his mind.
He changed his mind here.
He's got Texas likely advancing with 60% confidence.
65% confidence, though.
Different day, different opinions.
See what he got
He's going to bust his own bracket now
That's funny
Let's see what he got
I love that.
This is good.
But he breaks it down here.
But superior guard play from Tyrese Hunter is averaging 11.9 points a game.
Back court advantage over Xavier's guards.
He changed his mind today.
I love that.
Yo, I mean, shit changes.
I don't put my sports bets on before, like, an hour pregame.
Like,
Because you never know what changes.
You never know.
That's awesome, though.
I appreciate you guys having us.
Thank you for coming, guys.
Best of luck with everything.
Appreciate you guys.
Ciao.
All right.
All right.
All right.
Well, it is time.
We went a little bit over because that was actually really good conversation.
There's more to between yesterday's Solana shit and then today's stuff.
I think, you know, we're getting some, we're getting some, we're getting some, some positive momentum here.
Oh, wait, you have to share my bad sims.
Here you go.
Let me remove my shit.
All right.
Let's see who wins the draw here today.
Hey, JBSD, one, two, three.
We got a crypto punk.
He doesn't need another punk.
He don't need a punk.
JBSD, one, two, three.
JBSD, one, two, three.
Let's go.
Get your butt on stage here.
You want a raffle buck.
Let's go.
He doesn't need a punk.
He just bought Mars 12th.
Let's get him on stage easier, Joe.
All right.
That's a nice punk too.
He paid up to that.
He paid up at 51 ETH.
What up, J.B.?
What's up, man?
You don't need another punk.
You can never have enough punks.
That's the right answer.
All right, Joe. Let's do this. Joe. Jesus, family, humanity, e-com, Amazon, FBA, NFT, Class of 21, Pension Actuary, Grosier, Jiu-Jitsu. Damn, don't fuck with J.B. All right, J.B. Are you ready? I'm ready, man.
All right, that's been.
Well, it's a red guy for you, Jaby.
Congratulations.
Awesome.
You were a red guy.
Thank you.
You are very welcome.
All right, Tyler, that was a great show.
I will see y'all tomorrow morning, 10 a.m. Easter's time for another episode of FOMO hour on Rugg Radio.
Let's go.
Tadalda,
Tadal.
And I'm a lot of it.
And I'm a
I'm a
I'm going to be.
Oh, and so.
