Thank you. Thank you. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. Check. check check check yeah okay perfect yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo yo What? We can maybe ask him if he has plans to improve Twitter spaces.
Because he's the prot guy now.
So technically that's following him, right?
Bongo, what up? Meg, what up? Cyber, Nomad.
Camilla, what's up, everybody? Let's get some retweets going.
Let's get some shares going. We're about to go live on kick like we do every single day.
We have a lot to talk about today. We have the TGE that we shall not name to talk about today. Look at that. Never a dull day in crypto never a doll. This is some GM
Let's see some let's do some some retweets. Let's see all that good stuff. All right, Sims. Let's kick it, baby Thank you. yo yo yo yo yo what up what up good morning good morning gm gm
tuesday july 8th 2025 look at that another beautiful day to have a beautiful day i got my
co-host in the house tyler tyler good morning how you doing today i'm doing well and i feel like i
might have some news for our listeners i feel like i'm i'm turning into an eTH. You're a what? I might have to get the ETH logo and print it on my own.
You're back into the ETH bullishness.
Well, I got my bull horns
on my face now. So I couldn't get more bullish. I got my bull horns, you know, on my face now, you know, so I couldn't get more
I got the horns going up, you know, and they're on purpose.
I feel like maybe, you know, I needed a little change, you know.
I wanted to, like, shave zero for the first time in, like, a decade.
I haven't, like, bladed in, like, 10, 12, 15 years.
And I was like, why don't I just go for a fun look? Because if I take the mustache off, I really look like a kid, like a decade. I haven't like bladed in like 10, 12, 15 years. And I was like, why don't I just go for a fun look?
Because if I take the mustache off, I really look
like a kid, like really bad.
You know what I mean? I can't have that
you know, it's still good.
little, it's very French,
Portuguese, wherever you're from,
Italian, you know, I feel like,
you know, I got called a gay porn star as well
by a couple people, which
I guess I could see that.
I don't blame you guys for
telling me that. Maybe it is
Needed a change. It feels good.
Should we tokenize your mustache?
You mean coining it coin it we
should coin it right like i should coin the picture of my stash on base somebody call jesse
um to make all this and we'll uh we'll get that coin anyways we're live on kick for everybody
in case you don't know monday to friday 10 am east of time kick.com forward slash djans live
d-g-n-z-l-i-V-E And if you want to make some money, honestly
Because the video experience is better
But also that's where we do our giveaways
Minimum $500 per day, per person
Anyways, today on the show
Man who's not here with us today
So we'll just go straight to Tyler's topic
And a few other things that we've got going on So we'll get straight to the's topic, talk markets, talk pump fund, TGE news, and a few
other things that we've got going on. So we'll get straight to the point. We'll talk about
all that good stuff. Then we are going to have Pedro from Wallet Connect, our beloved
sponsors of the show, come and talk to us about a few things. I believe they're going to break some news on the show,
I just saw a message in the chat saying,
yo, we're going to post this while Pedro's on.
So while I connect, once again, cooking,
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So they're going to be coming on the show
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Tyler, let's go straight.
That was my butt. Into it. Let's go straight, straight. And where's my button? Into it.
Crypto majors mixed on the day, mostly even Bitcoin hanging out 1088. I think the biggest story in macro on the day was
Trump sending out the tariff letters to a laundry list of countries, along with formalizing that
delay till August 1st. Stocks also even on the day. So a bit of a chop here early this week,
ahead of that full moon coming on Thursday, folks. So we'll see if there's some volatility around that.
In crypto headlines, the Trump administration expected to publish a report on its crypto
policy by July 22nd. So we'll see what that entails. Nate Jirasi sharing that the SEC
approval framework likely not going to be fully implemented until the fall, meaning that spot
ETFs are likely not to be approved until then. So we might be waiting another few months there.
Notably, crypto venture capital, $2.8 billion raised for crypto projects in June 2025,
the second highest month since early 2022.
So that was a notable uptick.
We had Jack Dorsey coming out of left field yesterday.
He released a new Bluetooth messaging app called BitChat,
not reliant on internet or cell service.
And notably, users have already been sending messages and sending Bitcoin using this network.
So we'll see where Jack takes this one. Some breaking news before the show.
Truth Social files for a blue chip ETF.
That's what they're calling it.
It includes Bitcoin, ETH, SOL, XRP, and Kronos, CRO.
Oh, because they're doing the ETF with them.
A bit of a surprising inclusion there.
In corporate treasury news, folks, it was a huge day for corporate treasury.
Strategy announced their $4.2 billion at the market program for Stride.
MetaPlanet added another 2,200 Bitcoin for $240 million last week.
They now have $1.54 billion.
Similar Scientific added another $187.
Digital X raised $13.5 million from Animoca to buy Bitcoin.
This DDC enterprise bought $230.
So everyone's buying Bitcoin except for BitDigital stock.
They're swapping their Bitcoin corporate
treasury for ETH and raising
to buy more ETH. They now hold
$100,000. So they are a big player
in the ETH corporate treasury race now
as well. In token airdropping
protocol news, the biggest news, we don't know if it's
news, it might be fake news.
allegedly doing a token presale
via Gate. Gate had a website up with all
valuation, but that website is down.
So it's still a little TBD
if this thing is still real. So
take it all with a grain of salt.
We also had Obi and the REC team introduce their light paper,
explaining what REC is, the problem solving, the concept of brand coins,
an overview of the token and more.
Kuru announcing an $11.6 million Series A led by Paradigm.
Kinetic announcing they're going to launch on Hyper EVM on July 15th and then Time.Fun.
They've been cooking lately.
They announced a partnership with Glimpse where those Time.Fun tokens will power that Glimpse game, unlocking new utility and more.
Rounding this out, AI is down 3%, 9.25 billion.
Memecoin leaders broadly red across the board on the back of this pump news.
Most of the salon meme leaders down somewhere between 3% and 10%.
Not a massacre by any means,
but somewhere on that meme board.
I think the massacre was on the day
of the main TG announcement, remember?
Farquhar went 800 mil on that.
So anyway, we can talk. Majors kind of on that. So anyway, so we can talk like majors.
Bitcoin is looking fucking strong,
like we're still above 108,
nearing 109 at the moment,
Theorem looks really good here.
And you were talking about Theorem being on ETH bull.
I saw my Pepe Margaret position.
So I check in on ETH in that sense.
Everything was higher this morning.
The ETH meme majors and leaders look really good too, Tyler.
I haven't really been checking in on those.
So look at the ETH drop here, right?
So it's continuous like 60 days today, I think, this whole period here.
So still in the same region.
But if you look at Pepe, backpe back up to about 4.2 billion
from three something low, three, five low.
Um, and Mog actually the better performer.
Because I have a bag of both that I bought the same day.
Um, and it's like a pretty significant position across the board.
And my mock position is just like really strong.
The strongest of them both by far.
Uh, so they're looking good in the rect.
I mean, rect already looked good yesterday, but may as well bring it back up.
Cause it's higher than yesterday.
I get, since I was saying yesterday, like, Oh, we should stop talking our back, but it's
I mean, yeah, it's basically cruising at all time highs.
I don't really remember it being above 150 million FTV. It's basically cruising at all time highs. I don't really remember
it being above 150 million
It was really quick. It was here.
Like it hit it twice. Hit it.
So it's looking good on the back of
I'm assuming the light paper. And of course
the very, very aggressive marketing that we're seeing on the timelines. Anyways, all I have
to say, those coins are looking not bad. Even SPX is Ethereum. Yeah, it is Ethereum. Again,
also looking good. So the Ethereum ecosystem looking good, probably on the back of the
Solana ecosystem, not looking great, right? Like Solana itself, I feel looks good, Tyler.
Solana equals the same, not looking great, right?
Like Solana itself, I feel looks good, Tyler.
Like I'm not bearish on this chart whatsoever.
You know, it looks like a lower high here.
It just needs to really break that point.
But it's meme coins and let's get into the conversation.
Farcoin dip from that 120 mark, 125 region back down to 106.
And I didn't look at the other ones,
but I'm assuming we have a similar case across across the board so let's talk about it i mean i'm assuming that's
what people want to talk about the most i know i have a poll out that you shared i retweeted
again so i'm curious if you guys are listening to this what you think are you a buyer of the
pump a fund token pre-sale at four billion dollar eftv given that the news is real so tyler take us
through that yeah again assuming this is real.
So yesterday we saw the website published on gate.io.
It was a sale page for the pump fund token
going live on Saturday, July 12th at 10 a.m. Eastern.
We got some tokenomics details.
So there's going to be 1 trillion pump tokens.
The sale allocation, 150 billion.
Priced at $0.004 US dollars, so four hundredths of a cent.
That implies a valuation of $4 billion FDV.
The sale looks like it will be a 72-hour sell, but will be first come, first serve.
two-hour sell, but will be first come, first serve.
So that's already got folks' wheels spinning about how quickly this may
That's about the extent of the details we have.
The PumpFun team has notably not come out and said anything.
And again, as I mentioned, that site is now down.
Yeah, that's weird, right?
So why is it down and what was it up in the first place?
I mean, this looked like a pretty legitimate page.
I mean, Gate, I don't know that we have much history with them putting up these sale pages for fake launches.
They did it with Rekt, right?
RektTG was on Gate, similar model.
Right. So, I mean, it looked very real.
So I'm not sure why it's down.
I think it's very notable that we haven't heard anything from the POP team.
So I think there's a lot of open questions, for one.
Before anyone can have a real concrete buy or sell thesis,
I do think there are some real questions.
I think, for one, we want to know, is there going to be some kind of an airdrop for users? What are the other tokenomics involved
in this token launch? I think it's hard to really have an informed opinion without knowing that.
We need to know, are these pre-sale tokens, are they going to have any kind of investing period?
Are they just going to be unlocked at TGE?
And I think for me, arguably the most important question is,
Is there going to be a flywheel?
Is there going to be a buyback?
So that's what they said it was, right?
I mean, if this is real, right?
If, of course, this is real,
the POMP crypto asset is the official utility coin
of the POM pump fund meme coin launch
platform like the the the the the description reads that it's not a governance token
so if this is real the first line is clear, Tyler.
And I've seen some of your prize on the title, too.
Now, look, so I put the poll out, right?
So I got to read a lot of opinions, Tyler.
Usually we fake consensus, right, Ty?
We talk about this a lot.
I understand there's more than a thousand people on CT,
but a thousand people is still a good like sentiment checker.
are you a buyer of the pump fund?
And for like 4 billion is a lot.
2X puts it like top 10 almost, top 20 for sure.
That's where the tokenomics come into play, right?
I think there's going to be a lot of your price targets are going to be
dependent on what the market cap versus FTB.
2X puts it above Avalanche.
2X puts it above Stellar. Okay, 2X puts it above Avalanche. 2X puts it above Stellar.
Okay, 2X puts it at 16th crypto.
3X puts it at hyperliquid level.
Well, hyperliquids, I mean, hyperliquid FDV is $38 billion, right?
That's not by FDV, I'm putting market cap.
I wonder if I can, can you put not by FDM, between market cap. You're right. I wonder if I can,
can you put this by FDV here?
You have to go through the columns
But while we go through that,
I'm trying to figure out right now
where I will pull capital from
because I am not very stabled up at the moment. To put it lightly. I say I'm trying to figure out right now where I will pull capital from because I am not very stabled up at the moment.
I'm in positions and I'm not sure which positions I want to trim.
I'm not really super interested in selling my fart core position for this by any means.
And honestly, I've got some decent ETH positions, ETH beta, and I like those.
And I don't really know that I want to sell those either.
So I'm kind of going through the port.
Yeah, I ain't selling shit for it.
And thinking about this to a degree.
For me, the upside is anywhere from 50% to 2X, 3X in a real parabolic uptick scenario.
So that would be my high target.
It would be a 3X on this.
The sentiment on the timeline 100% matches your poll results.
The most common trope is that this is the other side moment.
And that comparison makes so little sense to me.
For one, if you go 2022, May 2022, NFTs were absolutely peaking.
So you would just have Moonbirds in April run from a two-eth mint to a 40-eth floor in two weeks.
You had the Bored Ape PFPs go to 150-eth.
In hindsight, it was clearly
That is not this meme coin market.
pump fund token had come out
after Trump, okay, call it the
market is down significantly in a way like trump
and milania was more of other side moment could you argue that 100 because it was when the market
was hot and it killed it yeah on coin gecko i don't think you can pull up the the meme chart
so they'll let you filter it by the salon and memes. But I'm going to try to pull up the broader mean market cap chart
So that's the point Wally was making.
I tend to agree with you.
Forrestworth, I think people are quoting it as the other side moment
just because of the valuation.
Because you got raised $4 billion.
I'm not sure if this is the other side moment
been in the gutter like memes are already
doing bad I feel like this is the point you're
making here right like I know there's
outliers like useless but it's
not like like when other side minted everything
was still fucking running
bonk guy I mean of course bonk guy
at the end of the day but also came and made quite a strong
against I mean, of course, Bonk guy at the end of the day, but also came and made quite a strong point and statement against PumpFun as well.
Calling it the great extraction.
And I think that his point is that they're not really bringing anything
back to the ecosystem versus Bonk.
But we don't know that yet because we don't know what happens post TGE, right?
We don't know what's going to happen post TGE.
We don't know if there's going to be a token buyback mechanism, right?
So I think this is the most widely spread trope is that this is just a massive extraction event.
Well, they haven't put anything back in the ecosystem at the moment, right?
Yeah. I mean, how many companies do?
I know. I guess people are kind of expecting an airdrop,
but that could still happen, right?
I'll be shocked if there's no airdrop.
So I do think there will be and I understand why people
jump to this conclusion and I think
silence is getting louder and louder
they do need to come out and clarify some of this
very very soon and I think the
FUD is just going to get louder
I think you have to take anything that Bonk guy is saying
He's clearly behind the Let's Bonk platform,
which is pumping his biggest position, the Bonk token.
Yeah, I mean, a lot of valid points across the board.
What are we doing? Maybe it's best we sit it out... I don't know, dude. What are we doing?
Maybe it's best we sit it out.
It's not going to be size.
I can't put size into this.
I'm not selling Farcoin here for this.
Because if anything, this would destroy the Solana E this. Nor any ETH exposure.
Because if anything, this would destroy the Solana ECO,
No one's selling their Pepe for Pomfanto again.
Yeah, I think that's pretty fair.
I think that you are comfier in the ETH memes right now.
I think there's another case for a while. Which is people being more bullish on ETH,
which we can talk about later.
But it is a volatile time in the slalom meme ecosystem.
like I'm also not looking to put new sole meme positions on.
I'm not exiting positions,
but I'm not adding to anything either.
I mean everything took a hit
even that useless token is down to 244
yeah there was a sell-off.
I mean, I saw people calling it like, you know,
like the 9-11 for memes or whatever.
I've heard that so many times.
I mean, I saw a lot of minus 5, minus 10%.
And granted, perhaps you could make the argument
that a lot of things have been selling off in advance.
So yeah, I think that could be,
there's probably more merit to that.
I think the wild card is if they're going to announce something like their own chain,
then what would that mean for Solana?
I mean, I don't think it means anything for Solana more than it means.
Yeah, I don't think they're going to go pump chain.
I think pump funds forte is that it's on Solano.
I still strongly believe that.
Yeah, I don't have a strong reason.
I don't think they're going to do their own chain.
Anyways, I guess we'll see.
I mean, even if this post by Gate is real, by the way,
we're like speculating on the speculation.
I just have trouble thinking that gate.io would put a fake page up.
Gates gotten pretty big over the last couple of years.
There's a lot of mirrored markets we can make on this for sure.
we can't just make a market on something.
That's a speculation though.
Like we'd have to make a market on if the gate page,
And then if it's real, then we have to make a market on what?
Like, I mean, we can't make a market on a speculated thing for now.
If the market was, will the pump fund token presale open on Saturday, July 12th?
Really? I think I would be on the side of that. Yeah. I think I would be yes. Really?
I think I would be on the side of that.
I think we should open that one then.
But I don't think it's a slam dunk.
I wouldn't be like, you know, betting the house by any means.
This is a really tough call.
This is a really interesting time.
Most people are better off.
I think the biggest win, and we've seen that before,
is buying assets that you think are strong that are bleeding from this news.
And that actually showed out to be true.
Because if you bought, let's say, Farcoin,
when it went to $800 million on the announcement of the pump token,
it then ran it back to 1.3.
the biggest one but there's a lot uh going on anyways let's go to the stat you just sent me
we talked about this a bit yesterday but like this is bad momentum for uh for pump and i also i don't
want to be drawing too many conclusions from a spike that has really happened in the last seven days. But you
see here that this visual that we're showing for those in the stream pumped on total
domination of the meme coin launchpad market by revenue
up until yesterday, which they
only had 22% of all revenue, which is
pretty shockingly low compared to where they've been.
And now let's bonk up to 55%.
So let's bonk serious momentum running into all of this.
Now they have flipped them on a near-term basis.
And this also informs the buy decision.
what does their go-forward revenue look like?
We have all their historical and all their annualized numbers,
but if this trend continues,
their annualized numbers are going to be a lot lower.
And then does it make it harder for them
to justify over $4 billion?
more messy and complicated.
And I'll say it's bad timing.
It's terrible timing to get flipped. We talked about this
yesterday, right? But it's terrible timing
to get flipped in terms of volume.
sell their $600 million worth of tokens
fart coin strategic reserve for the company.
Because it's the, let's be honest,
the best coin to have come out of PumpFun
So I think they should do something like that.
And an airdrop to fart coin holders
Imagine the goodwill that that would create.
There's a hundred and airdrop to Farcoin holders?
Yeah, but aside from all these jokes,
which by the way, this joke's going to be hilarious
if they say we're doing Farcoin's tradition reserve
and we're buying like a million dollars worth of Farcoin.
Like it doesn't have to be insane, right?
Because it's Pumponomics and like memetics.
Let's say the gate thing is real
pump phone all they have to do is turn on the flywheel machine and the entire narrative of
timeline changes airdrop flywheel everybody shuts the fuck up right yes like so i would like
i would be open-minded to it like i wouldn't like shut it down like i know a lot of people
like straight shutting it down.
We're just like, whatever.
Approaching with a grain of salt, seeing where it goes.
But the 85% of my polls saying, no, fuck them.
There's extraction, extraction, extraction.
I don't blame anyone for saying that because right now,
Pump Phone has not put anything out.
If anything, they've just kept selling this a lot.
They haven't really put anything back in.
But if anything, I would like approach that in that sense because
they could wreck a lot of people
here. There's going to be a lot of shorts, Tyler.
And what I would do is TGE,
pile up and just blow them out with
like some fucking flywheel announcement.
Yeah, a lot of people want to short this.
A lot of people want to short this. A lot of people want to short this.
Be careful. I would not. I'm not saying I'd long it, but I'm definitely not on the short side
of it. I mean, PumpFun is a unicorn, right? Like a once in a lifetime type of thing that's going
on right now in the ecosystem and a company that came out of nowhere and made so much money
in such a quick period of time. So anyways, we would see, but right now 84.3% of 1,100 people
have voted no, and a lot of the comments
I have to say the best one is
buying the pump on pre-sale is like being the
100th in line for Bonnie Blue.
I do have to give him credit. That was a
funny one. Anyways, there's a lot more going
on, Tyler. So what's going on in the universe?
I went through that laundry list of corporate treasury announcements.
I think arguably the biggest one was out of BitDigital,
which had been building up a Bitcoin corporate treasury,
and they swapped it all to ETH.
and they swapped it all to ETH.
And they also announced that they're raising another $170 million
to buy more ETH, and they're holding $100,000 ETH this time.
I think that makes them the number three holder of ETH
for publicly traded companies.
Sharplank's number one with 205,000.
Coinbase is actually number two,
which I kind of sleep on.
The Coinbase holds 137,000.
So BitDigital number three on this list.
BitMiner will be in that conversation
when they officially make the list
and all their shares are public.
But we saw some big action in the market on this.
So BitDigital stock was up 30% yesterday.
It's up another 10% today.
It's trading at 1.1 billion.
Sharplink had a really nice day.
Wow, it's at new local highs.
And then this is on the back of BitMiner.
So we've got three companies who are accumulating substantial amounts of ETH
they have already bought more
than the ETH inflation for the year.
And that's on top of the ETF flows.
So the flows are really, really picking up
and I think that is a very strong foundation for a bull case on ETH, the token.
So they bought more than 17,000 ETH this week in the seven-day timeframe?
Because ETH has been mad inflationary these days.
It was deflationary at first, but I haven't been on this website in a long
So in the last 30 days, they've acquired more than 72,000
Yeah, based on the numbers
But that's also because we've had so many of these come
in in the last, basically
months. Did we get a statement from the company
that sold their bitcoin for eth i guess was there is there oh they did right yeah i don't know that
i i have it there it is from sam sam tabars the ceo we believe eth has the ability to rewrite the
entire financial system is it for nature growing adoptions taking a model represent the future of digital assets
Tom Lee this is a big trend Tom Lee this is Tommy
Like like we said on the show we said it yesterday
Everyone's trying to follow the macro strategy Bitcoin model. You're just going to be the 100th in line.
I think I mean the third in line for ETH is much more interesting than being the 500th fucking Bitcoin treasury company.
I think all these have a shot to do well at it.
I think the other tailwind is we're seeing more of these index ETF products.
win is we're seeing more of these index ETF products, like True Social
Like True Social was filed for one.
was filed for one. And let's put aside how ridiculous it is
that Kronos was in there.
ETH is going to be number two in all these index ETFs.
So that's going to be additional inflows.
So that adds to the bull case as well.
I got to talk my bag. I've been
I had yesterday. Smart, dude.
Smart. Joe Lubin, he's getting a little
cocky. But in a good way.
He's getting more confident.
Like, ETH looks good here.
And seeing pictures of him
I love that. The asset is ETH. The ticker is SBET.
It's good marketing. I like that a lot.
Interesting. I saw Joe Lubin wearing a suit. bet you saw that it's good marketing i like that a lot interesting so joe lubin wearing a suit yeah did you see that i have never seen joe in a suit go careful talking about suits in
this day and age we're gonna get to suit gate okay we're gonna get to suit gate sorry tyler i didn't
talk about it yesterday we're gonna talk about it today but did you guys see joe lubin rocking a
suit the other day who sent this to me i think it was elan like you know let me go to my text
with elan you know you know joe lubin means business when he's rocking a suit okay like
he's he's like he's like standing on business right now. He looks like someone who's about to send Ethereum to 4K.
I'm seeing a notable shift here in Joe as well as Sharp Blank.
I like this advertising campaign.
I like seeing Joe Lumen more out and about, more the front face of this.
Sailor is the face of strategy.
And like him or hate him,
So I think you need Lubin needs to be that for sharp blank.
Tom Lee is going to be that for,
We'll see if the digital CEO is kind of able to take that on.
But I think the personality aspect of it is big.
Looks like the face of someone who knows what's coming next.
I fucking love that tagline.
And he's staring at the camera, bruv.
He's staring at your soul right now, telling you, buy ETH, motherfucker, or get left out.
Everyone's looking everywhere else.
He's staring right into the right place.
It's up 50% in the past five days.
Notably, it is trading now at nearly a billion,
which is about 2x their ETH holdings.
So it's trading at a premium right now.
That's my advice for people in general.
But yeah, his bet was a good bet.
Speaking of suits, we're going to go there, Tyler. But we're his bet was a good bet. Speaking of suits! Speaking of suits,
we're going to go there, Tyler. But we're not
going to go there in that
sense. We're going to go there in the sense that
I think it was a great... Regarding
Suitgate. And it's all obviously
there's this big Zelensky
wearing a suit on drama going on on the timeline.
But not only that, like Forbes ended up covering it.
And a lot of the mainstream media are starting to like cover it.
And so we decided to open a market.
And for people to let us know, and you can, you know, predict it directly on X, as you can see on my screen right now.
Will Polymarket call it a suit?
which means like would be some sort of a refund or anything.
So for those of you who are interested
in taking this market, I like it.
A lot of people are saying,
yo, someone needs to be open a market on the market.
So we opened the market on the market about the market.
And I'm marketing the market right now.
So for those of you who are curious, there it is.
Tyler, let me ask you something.
I would have – I'm on the no side of it's a suit,
but I understand the yes side based on how the markets to resolve based on
And I think that the person who made the suits come out and said it was a
I think there was several media sites who came out and called it a suit.
So I understand folks who,
I probably personally just looking at this outfit,
I would have probably said no.
Also because there's no tie.
So he's saying, if I were writing an article about Zelensky's dress,
I would call it a suit because it's the shortest, easiest way
to describe his outfit without getting into the history of men's tailoring.
But I would also recognize
this is not what most people recognize
people are firing so much capital.
There's $200 million on the market.
But I don't think Polymarket will step in
because it's too much liability for them
if they do one way or another.
So it's easier for them just to let their existing systems
in place resolve the market.
Final reviews in nine hours.
Yeah, it's coming up. so go back to that history so it was it was yes then disputed then no then disputed wow
huh and now it's in the hands as i understand it it, of the Yuma holders, UMA will be the ones who are effectively voting on this.
They resolve these disputes, as I understand it.
And I have to admit, I'm not super well-versed in how all these markets resolve.
But anyways, all that to say, that we have a market open if you want to speculate on the market itself and wonder which way it's going to go.
And I think it's a fun one.
We'll see where this one gets taken.
But if you ask me to put a suit on, it would look different than that.
But I could see also the other side of things.
So it's an interesting one.
It's a fun one. And again, i think everything that happens like this is just
for the better of the space in the way because like then you get to grow like prediction markets
are kind of like finding their their foot uh over here anyways there's nothing else i'm gonna go to
pedro guess okay let's do it pedro hey guys what? How you doing? I'm great.
Are you guys talking about suits?
We're talking about suits, Pedro.
Actually, while I have you here, Pedro, we may as well ask you.
Pedro, are you a big suit guy?
I've never seen you in a suit. I'm not.
So I have a very strong opinion on this.
So being that you're not a big suit guy, Pedro, I'm going to ask you your opinion.
Do you think that this is a suit?
I do think that this is a suit, but I'm not a big suit guy.
So if you ask me to be in a suit, I would wear that and you would just have to have it.
See, that's the thing, right, Tyler?
Like for non-suit guys, like Zelensky's not a suit guy.
guy. I got a... On my left side,
there's, like, 12 of them racked up.
Suit is, like, you know, when I go to Donald
Trump's Mar-a-Lago thingy, I gotta, like,
see. Alright. So, this is a suit per
Pedro. So, if Wallet Connect says it's a suit,
maybe we should do the dispute ourselves.
It was a pleasure seeing you in Cannes.
I'm glad we got to run into each other.
you guys were all over the place.
like I was saying on the show,
when I did my debrief of Cannes,
Arbitrum and like Robinhood,
really saw a lot of Wallet Connect.
Why don't you just like, I know I got to ask you a couple of questions.
Also, you guys just put an announcement out regarding some stuff.
But like, what's your TLDR on Kan?
Because you were very involved with your team and like, you know,
some of the stuff that you guys did there.
I was on the skeptical side.
I have to go to these events
if they are going to Cannes
of like a very small town
and you see someone who's working with Ethereum
or like even I had to buy like a white t-shirt
and I just saw someone also buying white t-shirt,
you know, it was just such an awesome vibe
to kind of feel like a little crypto town.
Cannon's the perfect place.
Hence why there's like 200 events per year there, right?
So I thought it was really good
that they picked that place. Same here. I ran into most people just randomly in the street
and I thought it was awesome. Anyways, you recently announced some stuff on the Wallet Connect side,
so let's get into that. You announced Wallet Connect certified season two. So what is that?
And why is that important? I mean, it's super important. I mean, we spent so many years building and leading standards for people to just build better wallets.
But then we didn't really have a good mechanism to kind of push people over the finish line.
You know, some wallets were doing better than others.
And we just wanted to make sure that there was a baseline where we decided like,
okay, guys, if we all meet these criteria, you are considered
certified wallets. And this will then be a big component of the tokenomics for the Wallet Connect
Network. So last year, we actually had 18 wallets. And this year, we even have more wallets. And not
only we added more wallets to the Wallet Connect Certified, we added more criteria. Now you can
actually link wallets within your mobile applications
without using the internet.
And you can also have a single-click login.
And these are part of the Season 2 criteria.
So this means all of the wallets are using the latest standards
and the latest feature from the Wallet & Connect group.
Okay. Wow. This is really cool.
So more wallets, more access, more people to reach.
Because 300 million signups, that's not enough.
We got to get more wallets.
We need to put everyone with a wallet in their pocket.
And what's important, you guys put a tweet out regarding it.
But basically, here it is. And it's been out regarding it. We can pin that too, but basically, here it
I think when you put that out.
You put that out June 30th. So that's some of the stuff
So wallet certified. Make sure you guys check
it out. Wow, that's a lot of people in partnerships,
man. Zerion, Binance Wallet,
Trust, OKX, Metamask, Ledger,
Wow, there's a lot. Jesus. That's a lot of people.
So that's really awesome. Love to see that going on.
And then the bigger news, I think you came here to announce something
Can you hear me? Oh, no. Hold on. We lost him.
Hopefully not right before the announcement.
I'm leaving everyone hanging.
Off moving, but I couldn't hear you.
That's so funny. What I was saying, I couldn't hear you that's so funny
there's a lot of great partners
you guys got going on already
on the wallet certification thing
we're big Solana guys here so I can let you introduce this one.
I mean, we went to Solana Accelerate.
We met everyone in the Solana ecosystem.
It was, as I mentioned, my favorite conference.
It was really high quality.
And we also announced that Solana would now have the WCT token natively minted
in the Solana would now have the WCT token natively minted in the Solana blockchain.
But with our partners, we are actually going to distribute WCT
and different partners have different criteria.
So Phantom had different criteria, SoulFlare, Solana Mobile, Jupiter, Backpack.
Every user base will have its own distribution
and the claim will start on Monday, July 14
at 3 p.m. Central European time.
So if you've been waiting for this,
I know we took a while saying the eligibility criteria
and everyone was very anxious, looking forward to this,
you're going to be able to claim it next Monday.
So if I use Phantom Solter,
Jupiter, Backpack, I'm eligible?
Well, different communities have different criteria.
So if you meet the criteria across all five,
you're probably one of the most power users
in the whole Solano ecosystem.
If you do, please let me know.
You're going to be a big WCT holder.
Maybe Tyler, maybe Tyler, not me.
So if you're going to thread, but we've pinned it to the top.
So guys, there's a chance for you listening to this show that you're eligible for this airdrop.
So I would not sleep on that for sure.
So again, if you use Solana Mobile, Phantom, Backpack, Soulflare, or JupeDAO,
there's a bunch of different criterias here, and they're all in the thread, right?
So for example, Phantom, top 5,000 wallets
by recent USDC swap volume on Solano Dex,
And the top 5,000 PSOL holders are all eligible.
For SoulFlare, for example,
active SoulPay swapper and stakers,
past 90 days, first thousand SoulFlare.
So it's actually a lot of people.
Yeah, I mean, it kind of covers like different power users
across different ecosystems with different criteria, you know.
Every ecosystem is different, you know,
and we wanted to make sure that we got the most Solana power users
And this will be a large airdrop across the whole Solana ecosystem.
And yeah, you will be able to claim WCT.
You should definitely tweet about
it to see how much you've got. I'll share it
with everyone. And then if you
want to actually earn more WCT,
you can actually go to Camino and
there's a vault with a big incentive there.
Just heads up for everyone so you don't want to scammed.
The official claim page is coming soon.
I do want to put that out there.
Don't lose your coins because always people are trying to come after your coins.
So be super careful here.
Just follow at Wallet Connect.
So if you receive an email, if you receive a DM, someone saying this is the official link,
always go to the official Twitter accounts.
That's where you're going to get to your Facebook.
Plus, we'll probably share it.
So if you listen to the show right now and whenever it's live, we'll probably talk about it in the morning.
So we'll probably cover it in everything.
Pedro, before letting you go, a little question off topic.
Here's how do you feel about the Ethereum ecosystem here?
You guys are big builders in there.
You're at ECCCAN. Tyler's been talking
it up. We're pretty bullish.
How do you feel about it all right now?
there's so much that the Solana
community could learn from the Ethereum
ecosystem. This is still true.
I understand people focus on price
performance. I understand people focus on
some layer twos or centralized. But there's a lot of things that solana community could learn from ethereum
however this goes both ways yeah you know the ethereum community should also learn a few things
from the solana community and i went to these conferences with solana and it was like such a
breath of fresh air you know Something that we call them problems,
they're just there as solutions. Like they have solutions right now.
It's not a research project.
And these two communities need to really start working together
if they want to build the future for blockchain.
I did see your team at the Solana conference,
and you guys were very present in Cannes so I think it goes without
saying it's important to have a presence in
both like we like to do anyways Pedro thank you for
coming here make sure you guys follow
Wallet Connect check them out
we love them on the show shout out to you guys
and thank you for working with us Pedro
absolutely thanks for having me guys
it's y'all's favorite time of the day.
should we give away some money?
And let's pick someone on Twitter.
I kind of want to play different games.
I want some fucking lamb chopper,
Weekly. Do it. All right. Yeah I'm fucking lamb chopper some shit Weekly
Let's get some money make sure you subscribe y'all on DJ's live
Cake.com for a slash DJ's live mission
Boy I'm tired today why oh, okay, let's find somebody. Let's make some money.
Jackie, so is that the Twitter?
We haven't got that integrated just yet.
So we're looking for on Kik, open the fit.
So they can't come on Spaces.
If they post their Twitter name in
Kik, we can invite them up.
If open the fit posts their Twitter name, we can invite them up on here.
So how do we know it's them?
Because they're going to be.
We know their kick name, right?
So they just tell us their username.
They have to comment, yeah.
Can you get on Twitter? Jackie? open the fit. Here, here, open it. There we go. Where do you see it? Open the fit. Can you get on Twitter?
Get on here and let's give you some money.
I want to play a different game than Plinko.
I don't see them yet, but I'm saying.
I see a username, so let's see if that's theirs.
I'm throwing a fit. She's joining.
Failed to fetch, apparently.
do is, we could be fun about this one we could put lamb chop up and
i can put comments on and she can say go i'll stop if we want to try that fast enough yeah
it would be a little bit delayed but it's okay you still win don't worry open the fit
oh they're here they're saying yes or sims they're saying yes or Sims. Look, they're willing to play Sims' game.
All right, let's do it then.
Open the chat. I'm going to share my screen.
Let's play some Lamb Chop.
All right, all right, all right,
There we go. Let's go to Lamb Chop.
Or we can fuck them up with some corn race or something.
What's the comments do't show on screen.
What's up with our tech, dude?
Just read the comments in the kick, right?
Well, you know the rules.
We're going to play a round.
So pick the easy medium hard very hard
death wish open the fit let's play around lamp chop on easy whatever you want pick easy medium
hard very hard or death wish you pick easy okay they picked easy boom all right let's click all
right 268 boom do you want to keep going just say cash or go so cash will be cash out go would be jump
say cash or go go go yeah yeah hold on to an easy easy cash or go cash or go cash or go
reach the barn reach the barn we go until the tracks at least okay for oak
You've got the comment all the way to the tracks
Are you caching or are you going? Cash or go?
I fucking love you, Open the Fit. I wish you were here with us.
I fucking love you, King or Queen.
Remember you have another go after this with another 250.
What are they saying? Oh, it said damn. Hold on.
Hold on. Cash or go, Open the Fit. Yeah, that was fun, guys.
One more! Please do it. Please don't. Please please please.
The music is crazy guys. To the barn!
Cash! Cash! Cash! I have to respect that.
Honestly usually I would be like let's go. The music it's crazy guys to the barn. Okay cash cash. I have to respect that honestly
Usually I would be like let's go
No, that's okay. No, that's good. That's good because that's good
Could have made 1400 but made 774
We're up to 1200 here right that plus the? That plus the 500? Oh fuck. We're up to 1,200 already. Alright, well open the fit
Stay here. Pick another, you can stay on easy, but easy, medium, hard, very hard, a death wish
I'll let you pick between the four of them or five of them. You got another go. You got another go
That was so much fun. Easy. Okay. Okay. Okay. Okay. Fine. Fine. Fine.
Easy, okay, okay, okay, okay, fine, fine, fine
We are we running tracks again? No, are we are we going? Let's see
Open the fit if you tell me run to the tracks I'll run right back to the tracks
To the tracks to the tracks to the tracks to the tracks to the tracks to the tracks
to the tracks was open the Fed did they leave I got your money oh man
This doesn't feel good. It does feel good. It feels great
1270 yeah just you know open the fit you already have twelve hundred dollars in the bank It does feel good. It feels great. One more. One more. You banked like $1270.
Yeah, just so you don't open the fit.
You already have $1,200 in the bank.
Are they saying this run doesn't feel good?
Wait. They're saying, I mean, this run. One more. Okay, one more. So I keep, you see one more right? Yeah, one more. We're gonna go one more all the way to the barn and you'll see
BOOM! To the barn! To the barn! Come on! Come on! You gotta go! You bought it motherfucker! You gotta buy You already made $1,200 for fucking listening to the show.
To the barn. To the barn. to the barn to the barn to the barn to the barn to the barn
Come on, I want to see comments chat chat to the barn to the barn
They're at 6.52. No, they're
I need I need you to take five seconds to think here
Everybody stop typing. I don't want to see anybody in the chat
Whoa, okay. Okay now I feel bad. Oh
Fucking said one more now. I feel like an asshole. I mean, no, I don't because we just give him like 1270
All right guys, if they go if they go this I would say click it if it if it goes cash it instantly
Excuse me with Danie more. I
Love running that segment. Yeah, I'm having fun. Yo, I watched like once to be millionaire like my whole life
You need to stream this you need to put your own money down. I know I need to stream this
I went I'll put like 10 grand to use fucking streaming like my whole life. You need to stream this. You need to put your own money down. I know. I need to stream this.
I wonder I'll put like 10 grand into Yeet
and just fucking stream it.
Faruk doesn't want him to lose.
Cash or go within the fit
I feel like I'm pressured.
One more in cash. Everybody. fuck man dough. Fuck man dough.
Boom! Bitch! Cash it! No, don't cash it! Shut the fuck up, Sam's! Cash your mother! No, I'm kidding.
Hold on. Open the fit. I'm telling you this is a barn run.
Don't do it. Do it. Don't do it. Okay, what do you think Tyler fuck you since
Tal is a middle-aged man. He's gonna take the money Tyler can best to seven
This has been a pretty clean run dude. They already made 1250
I do have PTSD to you. Yeah, they already have $1,250. I do have PTSD too.
Okay, they didn't answer yet.
Okay, they're currently on $2,043.
Yeah, but worst case on $1,200 for listening to the best show in crypto.
Worst case, they walk away with $1,271 if it fails.
So if you lose, you walk away with $1,271.
If you cash, you walk away with $2,000.
Sorry, this is one of our biggest ones I have to say though
I have to respect it because other people were so like pragmatic like oh my god, I'm catching up. I open the fit
Will respect you. I will respect your decision and we will cash this out. Congratulations.
You walk away with about $2,000.
Let's see what they would have done.
Could have got a couple more.
But... At that point, you're trying to go full barn.
If we would have gone to here, they would have tried to go full barn.
On that note, you made...
You won $2,000 today on FOMO Hour. So congratulations. the fit on that note on that note you may let me do the math you won two thousand dollars today
on FOMO hour so congratulations open the fit and thank you for the fun honestly I gotta say that
was one of my one of our most fun ones I'll make a great clip let me tell you that's the
congratulations so everybody we'll see y'all tomorrow morning 10am it's the entire time
for another episode of FOMO Hour on ROG Radio. Let's go. Ah um