FOMO HOUR: MARKETS W/ EASY! 🐶

Recorded: July 23, 2025 Duration: 0:55:48
Space Recording

Short Summary

In a dynamic crypto market, PNC Bank's partnership with Coinbase marks a pivotal moment for traditional finance's entry into crypto, while tokenized stocks gain traction amid regulatory scrutiny. Bitcoin's record daily close and Ethereum's resilience signal bullish trends, alongside notable NFT sales and the rise of meme coins like Pingu.

Full Transcription

Thank you. check check yo yo yo yo yo what up what up good? Good morning. Good morning, GM. GM.
Wednesday.
Wednesday, July 23rd, 2025.
Look at that.
Another beautiful day to have a beautiful day.
I got my co-host, Tyler, and today's celebrity guest on the show.
Easy. Good morning, boys.
Hey, guys, doing today? Jim, Jim.im glad to be here appreciate you guys having me dude thank you for coming short
notice hey guess what mando mando took a early vacation thinking that each would hit 4k
it did not but he still left us figure you know we get some someone new every day so we have easy
today we have uh ov coming tomorrow and we'll see who's coming Friday.
Tyler, good morning. How are you doing today? I'm good. A couple of fun new all-time highs
overnight, Pingu and Rekt. Super busy day in New Jersey too, quietly. I think I had some of the
longest minutes I've had in several months. So we've got a lot to get into. I love that.
I love that.
It looks like everything was good this morning.
And, you know, we've decided to go to zero as soon as the stream started.
You know, pack it up.
The threads are coming out.
Double top, low off top, all the stuff.
All the people are thinking they would have told us,
given all the different, you know, vehicles, treasuries that are coming out.
That's definitely something that you're going to be reading today.
Anyways, we're live.
Okay, we're live.
Sorry we were late.
A little technical difficulties on my end.
I really need this new desk ASAP.
But we should be fine right now.
So the other show, we'll do markets.
We'll do different show, obviously, because we have easy with us. It'll be fun it'll be fun. So we'll just do markets and news. Um, you know,
like Tyler said, there's a lot to cover. So we'll curse your thoughts. Easy. I, we got to talk about
pump. I saw you tweet about disappointed. Uh, you know, we, we were in the trade got wrecked,
but I'm sure it's going to be, uh, there's a lot to talk about. Uh, and, uh, there's a bunch of
different things I want to, I want to go over. And then at the end, we'll do a YIT giveaway.
I mean, congrats.
I saw you're a fellow.
You're part of the YIT fam.
So you're a stream.
Shut up the gang over there.
Hell yeah.
I'm hyped.
I'm very, very hyped.
Love those guys.
Love Mando.
Hell yeah.
Love Mr. Lamb.
Yeah, hell yeah.
I love that.
So we'll do a little YIT giveaway.
Give some money away at the end of the show.
So we'll have a code coming. And last give some money away at the end of the show.
So we'll have a code coming.
And last but not least,
this show is powered by Wallet Connect.
Wallet Connect is a connectivity network shaping the future of all-chain UX.
If you've connected to Web3 app,
you've seen Wallet Connect.
That blue logo, it's everywhere.
And I kind of trust in crypto is recognizable
as you use at checkout.
Want to learn more?
Follow Wallet Connect on X and Telegram
to stay ahead of what's next.
But also, also powered by Kraken Pro.
With Kraken Pro, you get full control over your layout.
Drag and drop any module.
Customize it all.
It's clean, it's smooth, and built for real traders.
Like easy.
If you trade crypto, check out pro.kraken.com.
Trade without trade-offs.
Tyler, let's go straight to you.
For daily NFT and crypto analysis.
Tyler D on FOMO.
Our cause to kick can.
Great ambassadors.
Yeah, folks, crypto major
slightly red here on the day.
Most are down about 1% to 2%.
Bitcoin 117.7.
ETH down 2% at 3590.
BNB was the store hitting
a new all-time high over $800
last night and 112 billion market cap flipped sold in market cap on the day.
ETH ETFs posted their third highest all-time inflow day, $534 million, while the Bitcoin ETFs saw their second straight day of outflows.
So a huge switch going on in the ETF markets.
While, though, you need to know this, ETH is facing nearly two billion dollars in unstaked pressure
now creating a nine-day delay to unstake that ETH it's largest since January 2024
so look out for that in other headlines we had PNC Bank partnering with Coinbase to offer crypto
trading and custody for PNC clients and then offering banking services for Coinbase clients
so that was a big partnership we also have Goldman and BNY now set up to offer tokenized money market funds.
Meanwhile, Citadel complaining to the SEC that tokenized stocks would siphon liquidity from traditional markets.
So Citadel is fighting our tokenized stocks.
Round this out.
Jack Dorsey Square started allowing merchants to accept Bitcoin payments.
Wisdom Tree plans to launch its own stablecoin, WUSD, on ETH.
And then the SEC approved Bitwise's Crypto 10 index fund,
changing to an ETF.
So now that diversification ETFs are coming.
In corporate treasury news,
Mexican real estate firm Grupo Murano
plans to buy $1 billion of Bitcoin for its corporate treasury.
So another huge player entering that market.
And token airdrop and protocol news,
Polymarket considering creating its own stablecoin to capture its own yield
versus accepting a revenue share with Circle.
We've got Rekdrinks announcing a huge partnership with Binance US
to launch its next drink flavor of liquid gold.
Long Fun hitting new all-time highs in volume and fees.
$2 million in fees over on Long Fun as it continues to steal share from Pump Fund.
And then USDC on Hyperliquid has doubled.
Nearly $5 billion.
Now giving that team new negotiation ground with Circle on a potential fee-shared deal,
which would be more revenue for Hyperliquid.
Rounding this out, meme coin leaders were mostly red on the day.
Pingu outperforming, hitting .044, nearly $4 billion FTV,
and a new all-time high. Rekt also hit a new all-time high, $300 million here.
This morning, NFTs, a couple of headlines.
Arthur Hayes bought five punks. Punks saw some notable action overnight,
up to a 48-eater floor. Rare Ice Pudges sold for $120,000.
That's $440,000.
And a single check,
the first ever single check created
sold for 80 ETH.
So some big action over in NNATIS.
That's the roundup.
Jack Butcher is so back right now.
That's crazy.
And then you have 120 ETH pudgy sell.
I can't wait to get back to the daily million dollar sweeps
on ft floors
if that ever happens but we'll talk about that uh i'm sure there's a lot to cover here uh tyler
easy i'll go to you quickly because we always start with the market uh recap quickly with mando
and stuff you know bitcoin youth majors etc see a little pullback this morning i knew you covered
it i think on your stream because you stream also right before us every morning on kick um
especially uh very fun Definitely check him out.
Easy Eats Bodega on there.
You guys probably know him, probably follow him already.
But what's your outlook right now on the markets, Easy?
What are your targets here?
What are you feeling like?
We needed a pullback, in my opinion.
Dude, the ETH candles were insane.
Dude, Seoul had a 60% move in a month.
When you're basically up only on hourly charts,
it's like, okay, we got to cool off at some point.
Equity is still moving higher.
The dollar seems to have flattened a little bit.
So I look at like a lot of the macro side of stuff,
and I know a lot of people don't like that,
but it's like you're basically betting on institutional bids right now
for Bitcoin and ETH, which draw the rest of the market up.
The alt season we're getting is largely on the back of the ETH bids. I think the sole bid was speculation that sole will be the next one for
massive ETF inflows when that comes to life, which is what pushed it over 200. I still think sole is
largely the consumer chain right now, as far as it goes with users and the hyper-gambling with
meme coins and some of that stuff. interesting competitors entering that space obviously with abstract some of these other
ones that i'm like closely watching which all play down to like the east side but for the overall
market this pullback's not unexpected like in a bull market 20 30 drawdowns are not out of the
question like dude if we get bitcoin back to 114k i, I'm a big buyer. I'm like, yeah, okay, we're going to bounce.
I want that personally because I didn't get as many fills as I wanted.
I'm watching Sol back to $178K, $184K area.
That would be great.
If ETH dips back to $35K, $34K, I'd be fine.
Even $3300K, I feel good.
Just because you need pullbacks to go higher, basically. You want institutions to get better bids. Because at this moment, for a lot of the equity side of things, what people overlook is their job is for underlying asset price to go up. That's it.
the only end state for them is like make money for shareholders.
And now that these instruments are used in the crypto market,
they have a significant, like, trust me,
the TradFi world has a much heavier hand
and a much bigger need to watch prices go higher
than anybody else outside of it.
Like it is quite literally their job for that.
Yeah, totally.
I mean, we're seeing that across the board right now,
which an enormous pullback on Bitcoin
to the low price, to the discounted price.
I'm sorry, wrong time here.
The discounted price of 118 United States dollars.
You know, our quant, Tyler, our female quant.
You know, females have the best intuition.
That's a fact.
She did think
that scenario. She's the only other person I heard
say 114 so far this morning.
Yeah, I saw that.
114 before it moved towards 128 plus.
I like 114 to 125.
That's kind of the trajectory.
That's your range? I like that.
Yeah, 114 to 125 and then
let's just hold over 120 for as long as we can
and I'll feel real good.
I don't hate it.
I don't hate it.
I mean, last night was pretty hot.
We were like killing over 120 for a little bit.
Our coins were running, and it looked pretty good.
James Wynn did get liquidated again just now right before the show.
I'm starting to think that you're James Wynn, Tyler.
I'm starting to think you're James.
Big game, James.
We'll get into that later. We will.
This pumpkin
sorry, the Bitcoin
had its highest ever daily close last night.
Wow. First time ever closing over 120.
That's a huge, that's a nice daily
yesterday. I mean
it's getting fully. Highest daily close?
Yeah. I'd love to see it.
Highest daily close. Hit 1.122 and close around 120-ish.
That is, I got to say, boys.
I mean, the longer we chop here, I feel the longer we're just going to have it move up.
And it's looking extremely good.
I absolutely love to see that.
Ethereum, I mean, it looks like people are finally going to be able to buy a tiny bit lower, but I'm not even sure.
The Mando candles continue to be red.
I don't know if you're aware of Easy, but Mando said that $4,000 there, he's going to take a vacation and he's going to retire.
He called for his retirement, $4,000, and we stopped pumping at $39.50.
But it also happened, Jeff stopped pumping at $39.50 the day he decided to go on vacation.
happened just stopped pumping at 3950 the day he decided to go on vacation uh so you know i'm just
saying you know this uh this move down seems uh manzo nuked his bags yeah exactly that's what
you're telling me that's what happens when you know your co-host is like a 250 million dollar
long on the theorem um you know so we're totally not making these numbers up um it's totally
happening so a lot of 191 looks like it's kind of bouncing right now, guys.
We're talking and just bouncing a little bit.
You love to see that.
Tyler, I mean, that's it for really on the market market side.
We could talk, you know, memes, et cetera, and all that stuff.
I'm sure we'll get to, especially because we have EZ.
But what else did you want to make sure we touch on before we go there?
Yeah, I think one of the biggest pieces of macro news was this Coinbase and PNC partnership.
So just quickly, PNC Bank, now the latest TradFi giants take a big leap into crypto.
They're partnering with Coinbase.
It's this multi-pronged partnership.
And it is unlocking, it's tapping into Coinbase's crypto as a service platform.
Coinbase's crypto as a service platform. So this deal does two things. It's going to let PNC clients
So this deal does two things.
buy, sell, and hold crypto directly inside their PNC bank accounts. And that's powered by Coinbase
tech under the hood. That's where the crypto as a service comes into play. Now on the flip side,
Coinbase is going to be giving access to traditional banking rails via PNC, now offering more banking services to Coinbase customers.
So pretty big win-win scenario here. And I think that the question now is which other big banks
are going to tap into either this model or build it for themselves. And previously I had said,
perhaps is traditional banks getting into the crypto game bears for coin stock.
But if it's going to be them and their crypto as a service powering all this, then I think you'd take that risk vector away.
So this was a pretty huge move for Coinbase, also for PNC as well.
I think we can just see where the puck is going.
All the traditional banks are
getting into crypto custody in trading. And now it's just a matter of when and not if,
from my perspective. Okay. Wow. I love that. No, I saw the news quickly. I didn't really
know what PNC was right off the bat and didn't really catch onto the news. PNC might offer
access to crypto through... I mean, guys, this is going to be the unlimited,
the TWOP, right?
That would you talk about, Tyler?
That TWOP that keeps on coming on the institutional on-demand side, like for Bitcoin first, Ethereum
second, and then hopefully on the Solana side.
So it's looking very bullish in that front.
And more good news. So for people who didn't crash
onto that, definitely look it up. It looks like an acceleration on the TradFi side. Tyler, what
else you got? It's not the NFT news. And then perhaps some deceleration. So on the flip side,
we had Citadel. I thought this was interesting. Citadel wrote a letter to the SEC crypto task force,
went to be complaining about tokenized stocks
and that they are going to siphon liquidity from traditional markets.
And they raised some risks.
Investors might be confused on who is issuing the assets
and just talking about different problems with allowing 24-7 stock trading
on-chain compared to traditional markets.
So I thought that was notable.
It also kind of just feels directionally that we might actually have something here that
Citadel might be somewhat scared of tokenized stocks really taking off on-chain and what
it means for their business.
And as I understand that.
So much influence though.
That's my major concern is like their level of influence is so strong that it's like,
it could theoretically drive a lot of like legislation and regulation just because like,
it's who has money at that moment.
And it's like, they certainly have the capital to be a heavy player in dictating that.
Yeah, for sure.
I could absolutely see a bigger battle looming here.
I think it's a space that, I mean,
it's regulated for a reason, right?
I think there's some advantages to that,
but certainly they're going to stand,
they stand to benefit from the current status quo, right?
They get to sell their order flow.
And that's something that perhaps gets taken away a bit with some non-chain trading. quo. They get to sell their order flow.
That's something that perhaps gets taken away a bit with some non-chain
It's another storyline to watch,
but the tokenized stock volume is certainly
taking off. I think I saw $300 million.
Over the weekend was the current number.
It's probably higher than that now.
That's huge. Is this still mostly happening
on Solana or that the other one's picking up?
I think mostly Solana. I don't have the data in front of me. It's a lot mostly happening on Solana or the Ethereum ones picking up? I think mostly Solana.
I don't have the data in front of me.
It's a lot more on the Solana side, just at the moment.
I think so, right?
Let's see what other ones kind of gain that share.
Have you bought any...
Have you rotated some meme coins
to tokenize stocks, EZ?
I have this position
on there, and Circle
were the two that I was most interested in, just because I didn't want to move a ton of capital rounds. I have a position in Coin on there, and Circle were the two that I was most interested in
just because I didn't want to move a ton of capital rounds.
I have a massive Robinhood position just in traditional equities
because I've been long since $30.
I was pretty vocal about that.
I was just like, this feels so undervalued.
I think every Gen Z Zoomer and everyone else beyond,
this is the go-to everything financial app.
I feel like Robinhood's definitely becoming
that financial app,
the go-to everything app,
so far at least.
They're killing it.
The UI is good.
I mean, dude,
you can get a mortgage on Robinhood now.
They match a 401k.
Yeah, dude.
They do everything.
You can get cash delivery on Robinhood.
Wait. It's a good app.
I actually just downloaded it a week ago.
I've been lagging.
I've been getting deeper into the
Treasury Co stock trade
There's limitations.
I've been going just through my Chase account.
It's limited to 8.30 to 3
central hours.
You can't trade outside that time.
And also there's things that they won't even let you trade.
So there's more flexibility on Robinhood.
I downloaded the app and it is incredibly gamified.
You're just hype trading.
I actually can't use the app.
I opened it once when I was backpacking overseas and it flagged my account.
I've just been too lazy to call them.
So I'm completely locked out of Robinhood.
I own a ton of shares.
I use Webull, which is a competitor that's more or less ready-focused.
That's the one I personally prefer.
It's funny because I'm such a big Robinhood bull and I can't even use the app.
I'm curious.
We actually haven't talked about Hood a ton on this show.
I knew that was one of your positions.
I've heard you talk about it.
It's sitting at $100 a share.
$89 billion market cap.
How are you thinking about this from here?
Do you have targets?
$200 and split. That's my target.
$200 and a split.
For Bitcoin?
No, for Robinhood.
Sorry. I was like, wait, wait, sorry.
I was like, wait, this is a big one.
So Hoodstock, what's Hoodstock at right now?
A hundred to one.
So 200 bucks.
So 2X from here.
Yeah, 2X from here and then we get to split is my thought.
I just think they do too much in the finance space right now.
And obviously, you guys are technically a competitor on the prediction market side,
but it's bullish prediction markets.
It's their way of entering the gambling space legally.
That's the thing.
And in Q1, they didn't announce how much revenue was derived from the predictions market.
But I'm like, it's got to be pretty damn substantial in my opinion.
Yeah, I mean, they only run certain sport events, right?
If I'm not mistaken?
They run the election, the Super Bowl,
and the Stanley Cup.
They only run certain majors.
It's very specific what they do.
I think that's intentional though.
It's like they don't want to go full-fledged.
They want to just have it where they can throw up a banner ad on the app
and be like, speculate on who's going to win this.
That's very interesting.
I like it.
I've been thinking about opening a position on this.
I've been late to the trade, certainly,
but it feels like they're still upside.
I think there is.
They're going for a double.
Darren, who I've always been kind of the I've enjoyed his takes
he thinks it's a trillion dollar stock potentially
over a long period of time
I mean dude it's just they have so much
capital they tend to make so much money
like it's insane
with something like this that's just so easy
and like when you have issues with financial literacy
in the US and it's such a US-focused app that's so gamified
to help people figure out financial literacy, it's crazy.
Robinhood was the app for the GME stuff,
and obviously a tank following when they halted trading.
So even people now are like,
there's still a bad taste in a lot of people's mouth.
But for me, I'm like, dude, you got to get over it
if you see a financial opportunity to trade it.
They did liquidate people's Solana easy at $8. Very similar. But for me, I'm like, dude, you got to get over it if you see a financial opportunity to trade it. So for me, I was-
They did liquidate people's Solana easy at $8.
Very similar.
I hit both of them because I'm just like-
Yeah, because you were there.
Fundamentals.
You look at fundamentals and it's just like, dude, fundamentally, this is a great trade.
They're capturing the entire financial market from every angle.
And listen, I get the sour taste.
With Solana, I get it.
The outages, FTX, all that stuff.
But those overhangs are gone.
So theoretically, what is the FUD now?
The meme coin craze, the server issues,
you can't tell me they're not solving for that
to be a better experience.
And largely, they're also just like following CFTC guidelines
for a lot of stuff.
They definitely are.
What else are you looking at?
Now that we're there, like you're talking about the hood trade.
Since $30, you're bullish on $200.
What are your top picks here?
I mean, I'm real interested in Mog.
Like I know you guys are big Mog guys.
Yeah, I still got a bunch of Mog.
I picked up a bunch of that recently.
I'm just like, this feels good to watch.
Bonk is obviously one on my radar that's like,
I think that goes back to all-time high.
There's stuff like that that I'm most interested in.
There's a play...
So just for transparency, I did used to work with this company.
I'm not at the moment.
It's Mobi, Mobi Screener by Asset Dash.
It's a Solana Dex competitor.
It's a Dex Screener competitor.
They have a really interesting
flywheel that I'm a big fan of, and
they average 10,000 active users
on the platform 24-7, basically.
Is it Mobi AI? If you look at that chart...
No, so it's not.
But what's crazy is, you've probably
seen their tweets. It's not
this? It's called Mobi Agent.
It's this, no? Moby...
There is AI for the trading side, but it's more of
charting tools,
tracking smart money.
Tyler sent it to me. Let me share it.
Yeah, Moby Agent.
It is this. At $34 million, right?
This chart, I'm like, this looks really
good. I picked up a big bag of this this morning.
Just because I'm like, feels good on the double bottom.
They're continuing to ship products.
They're continuing to show that they're doing a ton of stuff.
And their social media presence is actually insane.
They have it for Mobi, which is at Mobi Agent.
Then they have Whale Watch Alerts.
And the Whale Watch Alerts is one that's been picked up fairly frequently by some bigger pages.
I've seen it. I've seen it.
And then there's also Whale Watch Poly, which they just rolled out,
which is a Polymarket one,
that has been real interesting to keep tabs on.
So for me, I'm like, okay,
this feels like they have the social media game sort of figured out,
where they're getting a ton of impressions.
They're able to play that game, automate the whole workflow,
and just surface
really good information. And I'm a big data guy. So I went long this, and this was just literally
this morning on my show. I was like, I'm buying this. This feels like a good double bottom. I
may have missed the Pico bottom, but it looks really, really good. Also, that's not me using
light mode. I saw the comments. I would never use light mode. That's me. Daytime, light mode. Fuck
y'all. Okay.
we use light mode. Okay. If you use
dark mode during the day, you're caveman.
Wait, there it is.
bought some of this today too.
I write about the top
AI movers each day in the newsletter
and I saw it in the Pump to 25
and I sent it to the boys in the chat.
This is...
This feels like one of the AI
plays. If you think there's going to be
an AI rebound...
But it's also bigger than AI.
And I think you laid out a good part of the thesis too.
It's a media play, it sounds.
It's media with an AI
bot and the bot... Some people use it, some don't, but it's like they're a It's a media play, it sounds. It's media with an AI bot.
Some people use it, some don't.
But they're a true trading platform with MobiScreener with additional products rolling out.
There's just so much that they're doing outside of the AI vertical
with a flywheel for buying and burning tokens.
So I'm like, yeah.
Whenever I see that...
For context too, I was stupid early on LaunchCoin.
I shared it to Bodago's Whales at 5.6 mil before I ran to 360.
So it hit a crazy trade on that because I just had a really long thesis
about why this feels good and why I was like,
yeah, Nikita Beer is probably going to post about this again.
He obviously has some vested interest.
And sure enough, he did two days later.
This feels like a similar thesis on this where I'm like,
this whole play
feels really good because they
have so many moving parts that are all
intertwined into a general ecosystem with
a flywheel for buying and burning tokens.
And the product is good.
People actually enjoy using.
I get sent, like, I see
these tweets all the time. I just
never really put two in two, but I see a lot of their tweets.
I see a lot of this.
All right, so this is a nice play.
So it looks like you got MockBock.
That's, like, the major memes that are really popular.
You always talk about your hood play on the trash fly side,
and Moby's more of the mid-cap.
It's not really small cap, 34 mil mid-cap.
You can keep going down this risk curve
of like if you want to take speculation on like consumer coins which are like the wrecked
wrecked i mean yeah we we talked about wrecked every day on the show i mean you can go even
further down that risk yeah we're like it's obviously salon and native i'm looking at things
like nobody's sausage i saw i see that one so does this guy Brennan, the guy who deals like cars?
Brennan the car guy.
Yeah, the car guy.
I got him on bookmarks for the day I'm ready to pull the trigger on my Porsche.
I lost a couple of them to the pump trade, which I should have just bought a fucking Ferrari at this stage.
And, you know, sometimes you just feel dumb.
I dream of the car.
I'm not buying it, but then I lose it in the coin.
That's another conversation because we were going to talk about Pong.
You tweeted about it this morning, but Rekt, I mean, 300 mil.
You say nobody's sausage.
I see it all the time.
Another one I don't have.
Heads up, easy.
I'm the boring guy now.
I'm in four coins since like five months.
I don't trade anymore.
Less is more, dude.
Less is more.
I don't really trade.
Let's pull up this nobody's sausage one because I do see it a lot because it's like a –
their Web 2 mega brand or something because I do see it a lot because it's like a their Web2 mega brand or something
because I do see them on my Instagram as well.
They have a huge Instagram following.
Huge, that's true.
They post the CA to it.
They don't give a shit.
They're very about the CA.
They follow me.
God damn it.
Probably missed the DM about this.
I like it because they collab with Klaino's on it.
They're very tapped in, which I
like, and they're trying to do something here,
which is what keeps me thinking like, okay,
media brands,
entertainment products, these
brand tokens, which is like
we've obviously seen Pangu run,
we've seen Rekt go crazy.
So now it's like,
let's try to identify ones that are farther down the risk curve,
which are like 40 mil market caps versus 300
in the bills, for example, which is kind of where my brain goes
for a lot of these trades. It's like, let's start to figure out which of these
seems like it could have some of this upward volatility
if the brand meta is kind of the next thing.
You're a TA guy too.
So what's our entry here?
So I saw...
I mean, it would be here, right?
I didn't talk about it when it was at 60.
It's like right there.
It's here, right?
It's like we're about to be here.
This would be your entry.
A tad bit lower if you really want to wait it out.
But this feels good.
It just made a newer high.
It's uptrending right now.
Higher low should be right around here.
I mean, theoretically, as long as it holds over 30 mil,
the upward momentum is still there.
Technically, that's your first entry, right?
This is where you start to scale in,
and then you'd go heavier near 30 with a stop loss around under 25.
Yeah, 25, it seems.
It's like you just play higher lows and higher highs.
Yeah, I did put a higher high.
Just riding on the rebounds.
Interesting.
These Brine Coins, they're doing pretty well.
I mean, you went there.
We may as well go there because I know you're also a fan of Rekt,
and you talk about it a lot.
I mean, boys, congratulations.
Happy $300 million to those that celebrate.
Let me tell you, I'm up. I mean, boys, congratulate. Happy $300 million to those who celebrate. Let me tell you, I'm
up. I'm up.
You know, I've been
top 20 holder of Rekt for seven months now.
I was down.
I'm up, you know.
In the middle of it's
over, I'm so back
type shit. This is
looking good. This morning, Rekt announced
Binance US yesterday partnershipekt announced Binance US yesterday a partnership.
And today, Binance US listing.
I mean, Tyler, we'll go to you first.
And then EZ, curious about to know when you got in the trade, et cetera.
This is getting exciting.
So I don't hold the Rekt token.
I hold a bunch of the NFTs.
I want the NFT route.
Because when I started seeing it right around like 120,
I was like, these things have not moved.
And yeah, ETH has moved,
but the NFT is way more interesting.
I know they don't yield tokens and all that other stuff.
So it's liquid, but it's the association,
which is like my beta play to it.
We're like, yeah, I wish I got in on the token.
I wish I caught this crazy move up.
But when the token moves, the inherent
secondary value flows back to the
8,000 rec guys, which
I got in right around
0.5, right? So like
probably about seven,
eight days ago. There was a 0.5,
right? 0.4, 0.5 a couple days last
week? They were, yeah.
They were down to 0.44 about two weeks ago. Even last week it could have got in sub 0.4, 0.5 a couple of days last week? They were, yeah. They were down to 0.44 about two weeks ago.
Even last week, it could have got in sub 0.5,
which is right around where I did.
So when I was seeing them up to 0.8, I'm like, okay, this makes sense.
I think over one ETH is going to happen very quickly.
And that for me is like, yeah, look at this chart, man.
This thing is just now getting back to all-time high,
whereas the token's gig ascending.
And Ovi's the man, dude.
He cares a lot about it,
and he just wants to show people that he can just crush this,
which I'm like, that's someone I want to back.
So I went for the NFTs.
I was like, as a collectible side of it,
it's a little bit more interesting right now
with not breaking past its all-time high,
whereas the token is gigascent. So I'm like, yeah, this feels like a lagging trade in comparison. It's a little bit more interesting right now with not breaking past its all-time high, whereas the token is gigascent.
So I'm like, yeah, this feels like a lagging trade
in comparison. It's going right now.
All our coins seem to be bouncing
since we started the show, but
it's still hanging at
$300 million. I mean, Tyler, what's
billions? Where are we going here?
Hey, this is
wild. I've been posting the most we'll get to
a billion. It was $4.5X, then it was 4x, and now it's 3.3x to a billion.
This is a crazy run, but there's some substance to this.
This latest partnership with Binance US and this drink, this drink looks awesome, liquid gold.
I'm more excited for this drink than I have for any of the others so far. The drink
itself looks awesome. There's been a lot of questions on
central exchange listings for Rekt.
Binance US isn't quite Binance worldwide.
I think we all know that, but it's kind of the first step in that
direction.
And I mean, to me, personally, I love seeing this type of price action before any of the sex listings because that just kind of elevates where the ceiling for this goes when that does inevitably happen.
And we know it is.
We had Binance US change their PFP to a rec guide.
Pretty damn cool to see.
It's crazy to me, dude. It's been a good day in the rec got. Pretty damn cool to see. It's crazy to me, dude.
It's been a good day in the rec circles.
Those rec trillionaires sitting on $700,000
now. Holy shit, dude.
It was wild. 50% moved to
a milli for the rec trillionaires. The rec
treasury must be
over $100 million now.
Don't they have like
40%? Yeah, the tokens that they held back.
Hey, how cool is this like this was dope
like the liquid culture is fucking fire
they're killing it
those cans are dope
yeah and I think they'll only be available to the US it seems
people have a Binance US account
so I guess you guys
definitely eligible
we win we finally win
something available to US
finally something that's only for Americans.
Genius. These are going to sell out quick again.
It doesn't even matter if it's just U.S. or whatever.
It's funny because at the same time, I got my notifications on for Ovi,
and it's just like him, just like full port wreck.
And it's 2160, who's a listener to the show.
He's probably in here right now, actually.
He's always listening every morning.
99.94% of Deuce Portfolio is Rek guy.
I respect it.
I respect it.
He's outperforming probably everybody, honestly.
This guy bought everywhere.
As Murad says, man, believe in something, right?
Like, this is not for believe.
Believe in something.
The other Brent coin, right?
Because now, like, what I like is, like, Rekt is fully getting associated to, like, Pingu.
So, in my opinion, it's even more upside for Rekt in that sense.
But let's talk about Pingu for a minute here, Easy, because we've been talking about it.
It looks like it hit another high overnight.
What's your targets on this one?
This one is, like, are we going to fulfill the prophecy of like $10 billion here?
We're going to flip those. What's happening?
I think you could. I think it could.
It sounds so outlandish until it happens.
You know what I mean?
It sounds crazy until it's done.
Just send it higher, man.
Give me the point.
Honestly, 8.88 bill is the target
you probably want.
That's the number in my head. I think that's the target you probably want. Like 8.88. That's the number in my head.
I think that's the next level.
We're talking FDV or market cap, right?
I'm not actually talking token price,
but it's pretty simple.
I could hit .044 today.
It's a 2X to .088.
It just lines up to total supply of pennies,
That's kind of the thing you play into.
And it's like the mental numbers.
It's like, you know.
It's just, they're doing a damn good job pushing this.
You know also, like, Summer, they're vibing.
And you know there's, like, Abstract Catalyst.
More Panguja going on.
Luca Nets talking about something else coming up.
Which, by the way, your skit with Clemente was fucking dying laughing.
Oh, the Razmer one?
The Razmer and Luca. Luca skit by Clemente was fucking dying laughing. Oh, the Razzler one? The Razzler and Luca skit by Clemente.
We saw it.
It was just so funny because we were just like, dude, who lays down?
He's like, yeah.
He's like, it's a thing.
You guys have been crying.
We just had Jesse from Bass do the same thing in his most recent podcast.
I'm like laying down during it.
And we're just like, what is going on?
I need to hold the show laying down.
Yeah. Dude, imagine you and CZ to host a show laying down. Yeah. Dude,
imagine you and CZ if you guys were laying down
during that. I should have
hosted with CZ from bed because
as a matter of fact, CZ said during
the podcast that he takes most of his
meetings from his bed.
Yeah, yeah. It's crazy.
So you know what? I'll do that with like
Michael Saylor or some shit. I'll just lay down.
That would be so funny.
How many beds are you laying in?
How many beds? Yeah. Or like Faroq and Trump
part two. Just like
chilling on a hammock or some shit.
But anyway, so Peg was looking good here.
I absolutely love that. I like the idea
of what are the next brand coins? What are the next
coins like that?
You're talking about nobody, which I've seen it.
I haven't bought it, but I've seen it. I haven't bought, but I've seen it.
What are the brand coins
could we be chasing here?
What are we,
I don't think there's that many,
There's not that many.
It's like,
from a brand standpoint,
that's kind of why it's like,
there's not that many people
are going to launch a coin.
Absolutely.
I would bet every dollar I have
they launch a coin.
I would too
Spencer loves coins dude
you guys hosted with Spencer for years
shout out Spencer man
I ended up aping Mythics like way so late
like I bought like 10 of them
which we're up on but it was like after everything
when Moonbirds were running,
Moonbirds went from 0.8 to 1.
And I was like, once again, the lagging trades are where I tend to have
my best opportunity because I also don't mind cutting them early.
But I tend to see some residual price action, which is good.
I like that.
To be honest, I actually have decent NFT exposure right now.
I hold a couple handfuls of bad buns for Mega ETH.
I still have my bad buns.
What the fuck is going on with that? Are we like going to get some
tokens or what?
I've got my bad buns too.
I don't know, dude. I hope.
That would be sick, but I have those. I have
Monsters Fun on Abstract. I'm like
one of the larger holders of that. It's like a
Pokemon style game over there and I just
love Ponzi games. So there's stuff like
that that I'm like, I don't mind exposure to these newer ecosystems
when there's also token plays involved.
Because it's a token market.
So if you can find alternative access to token allocations
through these trades, you're going to do well.
I mean, Rug Token is going to convert to Myriad Token.
I'm just saying.
I like that.
Let's talk about Moonbirds first.
Let's do it.
I'm going to read some of the pieces.
Still plunks are 48.
Penguins are 16.2.
Board apes are 12.5.
And then you have a huge gap.
Ladies are 2.6.
Azukis are 2.2.
Moonbirds are 1.6.
They're up 100% on the week. We have Moonbirds markets coming, by the way. Where do we2 moonbirds are 1.6 they're up 100 on the week we have moonbirds markets coming by
the way i made everything moonbirds are going so i made the markets this morning with sims
um what do we think one six two point five two five is fair two five because it's so hard to
break past that like three like it's so hard to like I don't think NFTs are going to do what 2021 did.
Like, you had Clonex at 25, Izuki at 36,
Mootenbirds at 30, Punks at 100, Eaps at 100.
Like, that's not going to happen again.
No, like, I do think Punks will make a new high in USD value.
Like, that's a DNFT.
Yeah. And I mean, even the floor here. Like, that's a D on FT. Yeah. Yeah.
And I mean, even the floor here already shows that it's going to go higher.
Like, when the floor gets, like, mostly female punks.
The thing it is, dude.
All that stuff.
The thing it is.
Look at the thing.
You tend to see it move up more aggressively, which is not a bad thing.
She is pretty.
I do think.
Look at her.
There's some good ones.
There is some good ones.
There's always good punks. I fucking There's some good ones. There is some good ones.
There's always good punks.
I fucking love punks, man.
You can always find a good punk.
That's the thing.
What if I told you that Doodles went to 64 back in December?
In December, off of a token they announced.
And we're three and a half ETH.
Dude, I would not want to buy Doodles, dude.
No, I see what he's saying. I'm trying to Doodles, dude. No, I see what he's saying.
I see what he's saying.
He definitely packed his bags this morning. I don't have any
I am interested.
I kind of missed.
I saw him at .6. I'm like, I'm going to have time
to get into this trade. I just kind of
forgot about it.
That's not a bad point,
Doodles want to succeed
off of like
weaker token,
I would say,
to be honest.
Yeah, for sure.
Spencer knows tokenomics.
The guy knows
what he's talking about.
He's also following
the Luka playbook
and he has the whole
pudgy support
because he literally,
he's like the pudgy king.
And he's a fun dude.
Yeah, I don't hate it.
I think they're going a surprising run.
That's not a bad looking
chart either.
Yeah, it's
And you've got some NFT tailwinds
right now, right? Maybe maybe if pudgies level up punks level up
people are we already saw it last weekend as soon as we had the punk sweep everyone immediately
went down the risk curve like what can we buy yeah what can we dust everybody went down the
risk curve so 100 grand will get you like 20 Moonbirds. Might not be a bad trade.
I may do some dumb shit this weekend.
Ryan Carson's going to be up on his buys.
I'm just scarred by Moonbirds.
It's nothing to do with Spencer.
I fuck with Spencer heavy, dude.
He's a good friend.
I'm just scarred by Moonbirds.
It's PTSD.
It's PTSD, yeah.
It's like a very big mental thing.
You know what I mean?
And the one thing I want to talk about, especially I was just on time.
We got to talk about pump.
We got to talk about pump because shit's not going well.
Tyler was liquidated officially.
I took a fat loss after being up.
I was up big.
And I was down big.
And I saw Easy then
because it's also timely
because you're coming
on the show today
and I saw you tweet about it,
like your last tweet
is about pump.
And then today
he's also going to be
on 3Guy Streams,
So first time
Alan speaks.
Easy goes,
is it hoping to think
that the pump price
action is bullish,
flush out basically the world,
then slow grind this thing back to all-time highs.
Like they raised a billion dollars with a B.
The last part is kind of was our hopium though.
You feel me easy?
But like I'm curious to hear your thoughts here.
Like what's your thoughts on what's gone down,
the communications or lack thereof,
and what you think is coming?
Because I'm just like, dude,
they haven't announced like the true buyback situation.
They've been doing it.
And it is in line with what people said at the start,
a 25% buyback.
I think there's still going to be more for them
to drive volume up.
We don't have any of the airdrop stuff.
So theoretically, what if they only...
There's 30% for the community.
So if they gave only 10%,
that airdrop sell pressure would be much less than what people are writing in and speculating on.
And then 20% for future community rewards would be really interesting for me.
Because it's like, okay, now you're going to incentivize farming the platform, which is going to be people trading on it, which inherently drives volume, which leads to bigger buybacks.
So when you start to break it down, it's like, okay, something here feels like a very interesting market where there's just a lot of speculation across the board on it.
And I think that speculation is warranted because the flywheel is the biggest thing.
That's basically the entire thesis for hype is one good product, good platform, a lot of users,
tons of fees,
tons of buybacks.
So pause here,
but on the flywheel,
are you not concerned about the fact that bunk fun is taking absolutely the
entire timeline over at the moment?
Which is great.
I think competition breeds innovation and pump funds are not blind to this.
They know this.
And I think when that flipping happened,
I think they honestly sped up TGE.
And we're like, alright, let's fly this TGE out.
Let's fire it off.
But with that too, it's like they're going to have to
figure out alternative ways to try to drive market share.
If you open up a farming season where people
are going to directly have some points leaderboard
system knowing that a 20% allocation
airdrops going to them, you're going to see volume
surge in the trenches.
Absolutely surge.
Yeah, the only issue here is, and I think that's what caught me off guard on this trade,
the funds that are floating like crazy.
That was not cool.
But once again, it's overhang.
I agree with you.
I just got to say that shit was not cool, though.
And should have seen it coming.
100% TG unlocks crazy.
Like, should have seen it coming. TGE unlocks crazy.
But when we read the tokenomics on air,
it was 55% unlocked in a 12-month vest for investors,
it's for seed investors, angel investors,
all the early rounds.
For the TGE investment,
it was just like 100% unlocked.
Yeah, so it seems like something did not work out there.
In retrospect, you're like, oh, it's obvious.
Should have seen it coming.
But at the time, it wasn't so clear.
I don't know.
I spoke to a lot of smart traders too, like Cyrus in the first days.
Cook is a pretty good trader here and there.
I mean, Tyler and I were all up into it.
Like a bunch of people around us.
We were geniuses the first 48 hours.
I mean, I was very happy with how I traded it.
I kept saying 7-build target was where I wanted to exit.
Bought the day of the Hyperliquid listing pre-launch
because I knew there would be issues getting into the TG.
I knew it would be a dumpster fire.
And because of that, the only way access would be through Hyperliquid.
So I was like, okay, let's just go long and wait.
And it worked. Hit 7, exited. Watch watched it tank after when tokens went into wallets, people started selling, bought back in, sold again, just buy a seven.
It was like, all right, now we wait. Now we just see what happens. Either it breaks above this
level and I'll buy in higher for a move to 10, or we wait and see wherever the hell it's going to
bottom. Yeah, you nailed it. And I'm so pissed off because I think you're right.
I think it was a good buy this morning at 3.6.
I'm basically trading at cash that they have on hand.
You laid out the bull case.
I think that bull case makes a lot of sense,
and I got liquidated.
The scam went down.
It's already up 10%.
They chased you.
They got you.
I got hunted. You got you. I got hunted.
You got hunted.
Big game James.
This was brutal.
We've got him potentially going to do announcements this afternoon.
I think it's definitely going to run
into the stream.
Absolutely. You could take a trade
right now and run it right into the stream
and then just dump on stream go live.
I mean, no, dude, streams are bearish in my opinion.
Yeah, I agree.
Nothing they say will ever make people happy. That's the sad reality of it.
The guy could say that we're giving Lamborghinis to every trade on the platform.
The question would be, why is it not a Bugatti?
Like that's just the reality.
Streams have never been bullish.
It's never good enough. Ever. Yeah. Maybe this time is different. That's just the reality. Streams have never been bullish. It's never good enough.
Maybe this time is different.
No, I'm kidding.
Definitely not.
Maybe this time is different.
The code today is easy.
Yeetaboards,
if you want to come make some money from Yeet,
make sure that you put the code in.
Rafflebot,
no, sorry,
Yeetaboards,
it's on DJensLiveKick,
so kick.com
first slash DJensLive.
Make sure you follow us.
Make sure you subscribe. Make sure you put the code EASY, E-A-S-Y. We're.com first slash DGEN's live. Make sure you follow us. Make sure you subscribe.
Make sure you put the code EASY.
We're going to pick a million in about a minute.
Maybe pay some lamb chop or some shit.
But quickly,
was there anything else,
that we didn't touch on anything?
I just saw the time.
It's good.
It's good trading.
We had to go deep into trading the trenches.
I think it was good.
All the big,
all the big stuff.
I think we hit it easy.
Is there anything? I mean, what's up with, I mean, we have you here. May as well chill a little bit. I think we hit it. Is there anything?
I mean, what's up with...
I mean, we have you here.
You may as well chill a little bit.
What's up with the Bodogos?
How's that going for y'all?
Dude, it's good, man.
It's really good.
We're continuing to just talk a lot internally
about stuff we want to try,
stuff we want to do.
It's also just understanding
with that same sentiment.
The market's just never happy enough.
So just one of those things
where don't do announcements of announcements.
Just roll stuff out
that we're proud of and we're excited about
and know that the market will receive.
So with the dogs, it's like we're going to continue to dominate
on the media and content side, which we just have fun with.
We're going to continue to push our efforts with it.
We rolled out K9 Strategy, which was a big group of PO,
which is our play on MicroStrategy for Bodogos, which is just fun.
It's like we're going to continue to have fun with this thing.
And the market just wants you to show that you're still here and trying,
which I think all of us up here can attest to.
It's like 99% of the battle is just showing up every day
and continuing to show your face and be an individual in the space
without shying away from criticisms or the things that you're pushing towards.
I agree. Amen to that.
He's looking good though.
Back to 2.4 soul with a proper NFT run
and NFT environment.
That could...
Slowly but surely.
It's one of those things.
We show up every day,
like I said,
we continue to try new things
and if the market likes
certain things,
we double down on that.
If they don't like other things,
well, on to the next.
And then last question,
what's Clemente buying right now?
Dude, I don't know.
He moved a bunch of funds
into hype so i was like shit this is bad this is bad man i'm nervous and then today nick was trying
to convince him to move his funds into eath and i was like yeah please bridge from hype to eath
please please please you guys are hilarious man is gonna have to place a phone call yeah man is
gonna have to give him a call and be like, listen.
Mando's going to give him the call.
Anyways, let's pick a winner.
Let's pick a winner.
Now that we have easy, maybe today's going to be a big one.
Let's play some Lamp Chop with someone.
You know the rules, y'all.
Someone's going to win $500 and have two times.
Dude, I love Lamp Chop.
Dude, Lamp Chop.
I love Lamp Chop.
You ever hit?
You ever hit big on that?
No, I've not made it to the barn.
Same, dude.
I've not made it to the barn. The other day I played Death Wish.
I was playing $100 hands. And I quit at like 7X and then it to the barn. Same, dude. I have not made it to the barn. The other day I played Death Wish. I was playing $100 hands.
And I quit at like 7X and then went to 12K.
And I felt like so bad.
And then I went on to just lose everything blackjack.
All right, Sims.
Let's pick a winner.
Winner, winner, chicken dinner.
Let's see who's going to win.
The code was easy.
Y'all know the vibes already.
Where is simothy
uh nothing beats a jet 2 holiday i love that stupid real
all right let's pick a winner let's go okay
dds1 dds1 Let's go. Okay.
Congratulations.
What's his username?
And he's in the chat, most importantly.
Are you in the chat?
Wow, 229 viewers live.
Love to see that. Love to see that. 229 viewers live. Love to see that.
Love to see that.
229 viewers live.
Make sure you follow us.
Let's just subscribe.
We host Monday to Friday,
Eastern Standard Time.
We give at least $1,000 per show every single show.
Is DDS1 in the chat?
Sam, do you see him?
DDS1, DDS1.
Uh-oh, clock's ticking. Clock's ticking, DDS1. Uh-oh, clock's ticking.
Clock's ticking, DDS 1.
Oh, he's on the spaces.
He's on the spaces.
He's a wrecked guy.
Look at that.
I'm bringing him up.
He's a wreck.
Yo, yo, what up?
Yo, yo, yo, yo, what up?
How you doing?
I'm chilling.
Congratulations.
Well, first and foremost, you won $500.
So for sure, for sure, you leave here with 500 bucks.
Second of all, are you watching us on video?
I'm switching over back and forth.
All right, because we're going to play some Lamb Chop here.
You've already made 500 bucks.
So what we're going to do is you're going to have two shots of Lamb Chop, $250 per shot.
Do you know the rules?
All right.
So first, do you want to run on easy, medium, hard, very hard, or death wish?
You know, I have usually bad luck when I go higher than easy,
but let's go easy and take me to the train tracks.
Okay, so straight to the train tracks.
All right.
He said train tracks.
He said train tracks.
Come on, come on.
What is it, boys?
He said train tracks. He said train tracks. He said train tracks. He said train tracks. Come on. Come on. What is it, boss? He said train tracks.
He said train tracks.
He said train tracks.
He said train tracks.
Come on, baby.
What a guy.
Come on, baby.
You're going to be fucked up right now.
All right.
DDS, you're the train tracks right now.
This is where you make your chaos money.
You can either take out $652 or keep going.
Take a jump.
Take a jump.
He said go.
Oh my God.
Yeah, you got it.
925. You can keep going, baby. All right. We, you got it. 925.
You can keep going, baby.
All right.
We'll catch that one.
Then I got another one, right?
Yeah, you do.
All right.
All right.
Fair, fair, fair.
So we'll catch it up.
Oh, good one.
Your next one was the death.
I don't think I've seen that yet live on the show.
He played it perfectly.
That's insane. Whoa. Good fuck. Dude. He played it perfectly. No way. No way. That's insane.
Good fuck.
Good job, man.
Incredible.
What a read.
So just so you know, because I know you're not watching on video, the next one was dead.
So you won $925.
You already had $1,425 United States dollars on the show.
That's what you already have made.
So let's play again.
Which difficulties did you want? Let's go medium now. Let's go. already have made. So let's play again. Which difficulties
you want? Let's go medium now. Let's go. All right. To the tracks or what? Yeah, tracks
again. Tracks to the tracks, to the tracks, to the tracks, to the tracks. Yes, yes, yes,
yes, yes, yes. Holy shit. Okay. I have, I have never seen it go that far.
Okay, just so you know, though, because we have time.
If you cash out now, you can take out $1,500 again.
Yeah, I don't blame him.
I think that's what I got last time.
Yeah, guys, I don't even blame him.
Usually, I'm like, dude, you got to keep going.
But surely, I mean, EZ, what do you think?
We got to let him cash out, right?
We got to let him cash.
Yeah, this is too.
That's three grand.
I have to say, congratulations.
I needed to buy another, but dog, I need to have 10.
I'm at nine right now, so I just need one more.
Very fair.
Very fair.
So let you cash out.
Just a quick guess, though, for the team here.
Where do we think the cash out?
Like, where do you think this game round would have gone?
It was even at 3K.
You say easy.
What do you think?
I was going to say this was a barn round.
Let's cash out.
Congratulations.
You won exactly $3,000 today.
Oh, that's not bad. Okay, six. made 4300 honestly that's a good call that's a good call uh on the show today wow congratulations i have to say this must have
been one of the most fun ones uh double double tracks big w congratulations dds you made three
thousand dollars easy thank you so much for hosting the show
with us. That was a lot of fun, dude.
Appreciate you for coming. Thanks for having me, man.
I appreciate you guys as always. You guys crush it.
Make sure you all follow Easy. Remind me, you host at one time?
What time every day? 8 a.m. Eastern time.
I'm early, man. Early, man.
On kick, right? I saw you do kick, right?
On kick, yeah. I'm on kick. Just recently moved over.
And people can make money, no?
You do yeet as well, right?
What did you say? You do yeet as well, right? What is that?
You do yeet as well on there, right?
Yeah, big, big.
There you go.
There you go.
We're loading up the leaderboard here next couple weeks.
He'll be giving away some awesome stuff.
Well, follow easy on that.
Tyler, I'll see you tomorrow morning.
A special guest will be Ovi, the man of the hour, dude.
The man of the hour.
Eastern Standard Time for the episode of FOMmer Hour on Rugby Radio. Let's
... ... That was good.
Fuck yeah. That was sick.