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FOMO HOUR: PUMP FUN vs. BONK
Recorded: July 7, 2025 Duration: 0:57:19Space Recording
Short Summary
Crypto markets are buzzing with excitement as Bitcoin nears all-time highs, fueled by significant trends in altcoin growth and strategic partnerships like the Ton Foundation's collaboration with the UAE. The community is also engaged in innovative fundraising efforts, such as the successful Yeet giveaways, while discussions around macroeconomic factors and political influences on crypto adoption continue to shape the landscape.
Full Transcription
Thank you. Thank you. You
You go check check check check check check, okay, okay, okay, okay, I did something wrong. Oh, there you go. Okay. Boom, boom, boom. What's up? We're so back.
This Monday, guys, I'm energized as fuck this Monday.
I woke up, went to the gym, knocked out a couple of calls.
Oh my God. Let's go. Let's go. What up, Crackboy?
What up, Meme Coins? What up, D. Johnson? What up, Waka?
What up, Meg? What up, Cyborg Nomad?
What up, TJ? What up, Danny? What up, Kyle? What up? What up?
What up, Garcia? What up, Art Mommy? Castro? What up, CJ? What up, D.N.F.T.? What up, What up Garcia? What up? Art mommy Castro up CJ cuz he would have the NFT. What up? Smooth Coley. What up?
Miss? I want to see some retweets. Get your asses over on DJ's live kick.
We're gonna hit like quite 500 followers this week. Hopefully nice. DDS hip
square. What up? What up? All right, same kick it, baby. Thank you. yo yo yo yo yo what up what up good morning good morning gmg
What up? Good morning. Good morning.
GMG.
Monday.
Ooh, baby.
July 7th,
2025. Look at that. Another beautiful
day to have a beautiful day.
I got my coals in the house. Tyler
Mando. Good morning.
Good morning. Good morning. Good morning. How you guys doing today?
I'm doing great, man. How i am doing fantastic absolutely fucking fantastic first
day first morning in nine weeks that your boy doesn't wake up with any sort of physical
pain or sickness so feels good feels good man i feel back i feel like farroque again
and i wasn't myself for the last two. I'm back. I'm fucking back.
Tyler, how are you doing today? You do sound very back.
Yeah. Glad to have you back. I'm good. It was a nice 4th of July weekend here.
We did all the American stuff. We went to a parade. We saw fireworks.
And then we went to a Kygo concert last night. My wife is a big Kygo fan.
How was that? I saw Kygo once in the Hamptons. It was lit.
We saw him last year
as well, and this year's show was somewhere
5 to 10x better.
It was significantly better. So I do encourage
folks, if you are at least a casual Kygo fan,
if he's touring near you, go check it out.
It's a good show. Kygo's been around forever,
bro. Like fucking
I was in high school, I think.
Everyone's listening to Kygo or some shit.
Probably 15 years now.
Yeah, at least.
Good DJ.
Great, great, great DJ.
Did you do the whole thing?
Fireworks, guns, fucking, you know.
We did do fireworks.
We did not shoot guns off.
No way.
We did the fireworks, yeah.
Okay, okay. I love that We need the fireworks, guys. Okay.
Okay.
I love that.
America.
So happy America, everyone.
And listen, America's looking good here.
Let me tell you that.
America is looking good here despite, you know, mom and dad fighting again on timeline.
You know, Donald and Elon.
But we'll get into that in a minute.
I'm sure.
So the other show, today, today, what do we got?
Is the coach today going to be America Sims or something like that? I feel like it would be fitting. Anyways. So the other show, today, today, what do we got? Is the coach today going to be America Sims or something like that?
I feel like it would be fitting.
Anyways, the other show, daily market report.
Let's get in the market with Mando.
Market's looking good.
I'm not going to lie.
Let's get into that.
If you're not bull boasting range highs, then I don't know what you're doing.
So there's that.
Then we're going to talk about Tyler's top 100.
I'm sure there's a lot to cover because we missed out.
We obviously went horsing Friday, so there's a lot of stuff, like, you know, because we missed out. We obviously went horsing Friday,
so there's a lot of stuff
to cover from the weekend,
et cetera, et cetera, et cetera.
And then we're going to do
the Yeet giveaways,
you know,
every day,
five days a week.
We had four winners
in one day on Thursday.
That was fucking lit,
by the way, man.
We gave away $4,000
on Thursday.
That was fun.
We just plain code everyone
in one shot.
It was lit.
So Yeet code is weekly what what
oh yeah because of the weekly thing that we're in store yes it's true so weekly is the code w-e-e-k-l-y
why let me tell you why you gotta go on yeet.com make an account using the code fomo hour y'all
know how to spell that but at this stage make sure your account is public and then you'll have to
have placed a bet on the yeet.com platform.
Duh.
There doesn't have to be much, but a little something.
But what we're going to do now to make it even more, you know, impactful is that you're going to have to have participated this week.
Is it this week or last week?
Because we're Monday right now.
So how does this work?
We're going to do it next week.
Oh, from Friday.
From this week.
For Friday, we may do like open up a little bit more broadly
okay cool just checking because if you're monday then you know anyway so you'll have to have placed
a bet uh on uh on uh on on the on the thingy thingy thingy and then we'll be able to give
you some money and as usual this show this show this show this show is powered powered by wallet
connect wallet connect is a connectivity network shaping the future of on-chain ux if you've connected to web3 app you've seen wallet
connect that blue logo it's everywhere and i couldn't trust any crypto as recognizable as
visa at checkout want to learn more follow wallet connect on x and telegram to stay ahead of what's
next but also kraken 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. Yeah, like Mando.
If you trade crypto, check out pro.kraken.com. Trade without trade-offs. Speaking of Mando,
speaking of trading, Mando, what do you got for us this week? GM everyone.
So yeah,
we did have a quiet Friday and the market was a little bit mixed.
Let's be honest.
Like we got close to all time high,
then we sold off a little bit and then we kind of rallied across the,
across the last
24 hours really but nothing crazy we're still sitting just below all-time high on bitcoin
bitcoin dominance has gone down a little bit over the last few sessions so altcoins are definitely
having a little bit of a season here but we're literally talking about from 55.7 sorry 65.7, sorry, 65.7 to like 65.1.
But yeah, definitely a bit more focus, I would say, on alts here.
And kind of the same things outperforming.
So you've got a little bit of ETH, a little bit of Farcoin hype.
Solana's actually done decently well too. So those have all had a good session. Obviously in memes, the main story has been the shift over to bonk or let's bonk the
platform. So that's been a lot of the winners in the mid caps have really been around that sort of
world and bonks actually had a good week as well. And then I would still say the focus is still on treasury companies though,
and some of public markets, SBET, which I know is Tyler's put a little bit of that's up to 14.5.
So that's had a decent bounce while that bit mine is down about 20%. So the volatility is really happening in these stocks rather than in our
majors, I would say, overall. We had, in macro, we had the America Party formed. That had been a bit
of a volatile bit for crypto before. It doesn't really feel like they care so much now. And Elon
even came out and basically got to where all the crypto bros had got two months ago
that he might think that Bitcoin is a better store of value than the US dollar.
He kind of came out and was pretty pro-Bitcoin in what he was saying.
And I think that could be a trend of this American Party.
So get ready for a lot more statements here that budget deficits are unsustainable
and that we need to move to Bitcoin or other stable forms of value.
I think that is going to be one of the taglines
if this really does pick up pace.
We had some movement of big Bitcoin wallet over the weekend,
which again caused a little bit of worry.
It looks like it was likely tied to Rogerger vere who is the creative bitcoin cash remember that was the famous
um uh block size debate um and he he wanted smaller smaller blocks so he got bitcoin cash he
as far as i'm aware he's under arrest or like under some form of investigation from the U S at
the moment related to tax charges,
because when he left the U S he didn't pay any taxes.
And they basically said,
a lot of money there.
Turns out he might have a bit more.
I don't know if that was included in the amounts that he has to pay,
but there was also a lot of,
I think part of the reason why we maybe sold off on that over the weekend was to do with,
there is like this worry at the moment
in Bitcoin circles that there's going to be
a quantum hack of some of the older Bitcoin wallets.
So some of the security
that encompasses some of the older storage wallets. So some of the security that
encompasses some of the
older storage wallets of Bitcoin,
including Satoshi's,
they think
it will be possible
essentially
decrypt
in the coming years with
quantum computers.
So whenever you see some of these like very very old wallets move there's like suddenly like this what there's
suddenly this worry that oh my god like somebody's somebody's cracking old bitcoin wallets and i
think that's what caused the majority of like the fud let's say around that suddenly oh my god like maybe we might see some more bitcoin it is highly
likely that um that at some point in the future satoshi nakamoto's wallet will be hacked
very very likely that's kind of like a yo yo relax not on the monday no it's kind of it's kind of
uh accepted by a lot of different people now in the Bitcoin community
that there is kind of no way to get around it. And this is the case for a lot of old wallets.
So what this may have been is a shift to a new wallet and hopefully then to secure those.
And you may see this with a lot of old Bitcoin,
basically very, very old Bitcoin,
some of the first blocks or around at the start.
But there is this worry that the people
that have their Bitcoin lost, for example,
in that period, or they've died,
of which a lot of people think
that's what happened to Satoshi, right?
Is, you know, he may not be able to move it.
And that would be a bit of a worry.
And this is not a small amount.
We're talking about $150 billion, right?
So $100 billion.
So this is kind of like the number one target
for anyone with a quantum computer to go after.
And that's what caused the worry.
And a lot of Bitcoin OGs were like,
oh my God, this is what's happened
and that's why we saw the market not not react to it but it doesn't seem that that was likely
now because there was like a test transaction on bitcoin cash and then people were like well this
is most probably linked to roger there and all this other stuff so um that that's kind of why
there was um uh this worry about that It's not just like people were moving.
People moving that amount of Bitcoin, yeah, it's not great.
But it's more that, oh my God, maybe there's like a quantum threat suddenly.
You could also get hacked by a white hat.
That's what someone's suggesting in the comments.
That's also true.
Yeah.
Yeah.
I mean, the people who have access to a quantum computer,
you're really talking about nation states.
Exactly.
That's kind of the worry, is that this gets into the hands of a rogue nation state.
Like Korea. North Korea.
Yeah, like North Korea would be an obvious one. Iran would be another obvious one.
I mean, the majority of these quantum computers are actually in the US.
And the big advancements are happening at some of the big magnificent seven
firms.
you know,
if Google,
for example,
and Microsoft,
which is considered to be some of the leaders in quantum computing at the
moment,
and probably going to lead a lot of the breakthroughs,
they might be able to crack this relatively soon.
And,
and who knows,
maybe that,
maybe they would just,
they would white hack, white white hack the Satoshi wallets
it would be interesting to see what they do
but yeah
if you're wondering why we were selling off so badly
on the back of that, that was kind of why
because there was this underlying theme
that this could be a bit worse
than people had initially
thought
other than that, there was this back and forth on Ton.
It seems kind of funny.
I think Tyler's probably going to mention that a little bit later.
And yeah, there's a big push in South Korea for stablecoins at the moment.
It feels as though South Korea is about to open up to crypto even more than it is.
Really?
On an institutional level.
We're going to see ETFs.
We're going to see massive stablecoins launch there.
I think they're going to go all in from a government level on it as well.
And yeah, I think we're seeing a lot of headlines coming out of Asia,
basically around stablecoins and crypto integrations.
crypto integrations.
All right.
All right.
Love that.
This week,
this week for macro,
I think it's kind of quiet again.
I think you have,
obviously you have some of the initial deadlines for the,
for the tariffs.
You get the FOMC minutes,
but not,
not a lot.
There is some worry about the moment about like bond yields rising again.
They were back on the rise.
Japan's that Japanese bond yields are really rising at the moment. bond yields rising again. They're back on the rise.
Japanese bond yields are really rising at the moment.
And that's a bit of a worry for Japan.
But, yeah, nothing too crazy.
All right.
Well, there you go.
There you have it.
That's it on the market side.
We'll see what happens.
Looks like we're just chilling and being trying to get it.
It's always like that, right?
We've just been hanging on this 108K.
I feel like we were, weren't we, Kio, weekend long? I mean, every time. It's always like that, right? We've just been hanging on this 108K. I feel like we were 108K all weekend long.
I mean, every time I opened Presto Crypto, it was 108 this week.
Maybe last night, 109 something.
On the back of the terrorist headlines.
That also happened this weekend, Mando.
And there was like deadlines pushed to August 1st with some letters leaving the desk of Donald Trump probably today.
But besides that, Bitcoin's at $108.1.
Ethereum's at $25.50.
Solana's green at $152.00.
And all the rest is looking on the way up.
So, Tyler, let's see what you got for us today.
For daily NFT and crypto analysis.
Tyler D on FOMO.
Our cause to KitKat.
Great to bash 1st.
Now looking a little bit more mixed. We've got Bitcoin down a percent 108, 150, ETH down a half percent 2550.
It's a lot of up 1% at 153. We had Bonk, SBX, and Radiant leading top movers on the day.
We'll get into perhaps why that is
happening here in a bit.
Elon Musk, he said his new America
party will embrace Bitcoin,
stating that fiat is hopeless
on X.
That was a big statement. Huge. The BitMiner
stock doubled on Thursday.
It hit 135. That was a three-day
10x.
As Mando mentioned, it is down about 20% here this morning,
but still a huge move there.
SBED also up about 50% from last week's lows.
Bitcoin, as you mentioned, did sell off on a Friday
after the OG whale holding 80,000,
started transferring it after 14 years of dormancy.
This happened amidst some huge inflows.
So Bitcoin ETF inflows 600 million
and 150 million respectively on Thursday. That was the highest since May for Bitcoin and second
highest since February for ETH. So those were big numbers. This morning, the UAE has denied reports
that those who stake $100,000 in ton tokens will be eligible for a 10-year gold visa. So they say that that partnership is not existing, at least yet, to the contrary of what the Ton Foundation president had said.
So we'll have to dig into that a bit. And then some breaking news this morning. Strategy announced
another $4.2 billion at the money program for the stride to buy more Bitcoin. So that was another big raise announcement.
And corporate treasuries, a couple headlines.
Nanolabs disclosed they have now bought $50 million in B&B.
They're trying to acquire up to $1 billion of B&B,
so they're going to be the leader in B&B corporate treasuries.
And then this gold company, Hamak Gold, has pivoted now.
They're going to have Bitcoin in their treasury strategy as well.
So a couple headlines there.
In memes, the memes were green here this morning.
Bonk SPX leading the way.
Bonk soaring after its launch pad.
Bonk Fund officially flipped Bonk Fund in market share over the weekend.
We also saw Useless.
Its leading token hit a new all-time high around $300 million.
It's since pulled back a bit from
there we also had cory let's bonk leading notable meme movers over the weekend and jupe studio
they have their own launch pad now they ran their uranus token up to 25 million but it's down about
50 since then and then now the trump team the team, rather, they're saying Trump on Trump.
Maybe we'll know more about what that means here.
Trump on ton?
I'm just kidding.
On ton.
Yeah.
Other than that, let's see.
The AI market kind of held the same.
NFTs kind of chopping in the same range.
We didn't see a skull loose itself for $330,000.
Tied to a mask, right?
It had a mask in there, too. Masks are like $8,000, $8,000 to $10,000. Tied to a mask, right? It has a mask in there too.
Masks are like $8,000, $8,000 to $10,000.
So a small part.
Those things are becoming unobtainable, it seems like.
Dude, $300,000.
And they're constantly selling in that price.
That's crazy.
It happens like once a month now.
It's like a lot for the amount of... There's not that many for sale sale right so it's uh so anyways main topic today honestly i want to go there directly because that's
the topic on the on the spaces palm fun versus bunk while we still have man the two we may as
well kind of talk about this i mean guys this has been really the conversation of the moment
obviously with like i feel like main characters in trading right now on CT are Blunts and UniPCs, right?
So Bunkai have kind of taken over the timeline in terms of people tell them the most when it comes to meme coins, right?
Kind of like how Onesim was last year or early 23, and then Frank and all that stuff.
And right now, it's like all the tensions on Bunkai and Blunts,
who seem to kind of be in the same coins together, right?
So they're on Newsless together, and then Dolby and I think Icoon, Ikun or something like that.
And Hoseiko, Cat, and et cetera, which are like the top three Bonk Fun meme coins.
Let's talk about it.
Maybe like Tyler, if you can preface the difference between two of them,
because I know like there's like Bonk Fun is around MMM.
I believe Bonk, Let's Bonk Fun is like Radium still, et cetera.
So to me, it's looking like it's like from the outside looking in,
because I don't have any skin in that game at all.
I see like Pump Fun kind of like the big one, untouchable,
biggest company on Solana,
or one of the biggest and more profitable startups in the world at this stage,
right?
Like 600 mil a year one versus now the rest of the Solana ecosystem.
Because it seems that so like it seems that Solana influencers,
founders, Radium, companies, Bonk.
Bonk is like the biggest project on Sol, right?
Or one of them have gotten together
to kind of like play against that.
So maybe give us TLDR,
then Chris, your thoughts,
both of you guys on what's going on.
Yeah, if folks don't remember
some of the details on a bonk dot fun.
So they did partner with radium in radium's launch lab contract to,
to build their own launch pad.
And they started with prize pools,
giving out a 50 K a week in radium to kind of get things kicked off the
ground there.
And a part of their flywheel is that 1 percent of all the swaps on bonk.fun
are used for a development bucket for their validator as well as then buying back and
burning bonk tokens so there is a direct flywheel tied to the bonk meme coin i think you nailed it
so this is a group that has been i'd say say, kind of incumbent in the Solana space, right? Bonk has pretty good mind share sentiment.
Just from the airdrop they did a few years back, they're Solana OGs.
They've been growing in the ecosystem for quite some time.
They launched, they made a big splash, and then they kind of cooled off a bit after the launch.
I think it's objectively a fair thing to say.
Pump continued to lead the way.
And then it feels like something's kind of shifted since this Pump Fun airdrop was announced.
You had Bonk Guy become one of the main characters in the meme space.
He's been loudly touting the Bonk.Fun launchpad and the tokens that have come out of that launchpad.
Launchpad and the tokens that have come out of that launchpad.
You also have this kind of narrative that the Bonk Fun flywheel helps everyone in the Salon ecosystem.
It gives back to a degree, right?
It gives back to Bonk holders directly because of the buy and burn versus Bonk Fun to sing more as an extractor,
whether that's rightfully or wrongfully.
That is a sentiment that has helped in the salon trenches, I think, at this point.
So you've got them as kind of like the good guy versus the bad guy,
kind of how this is being set up.
And this past weekend is where we really saw the movement.
And Bonk Fund now officially leading market share over 50%.
Pump Fund below 40% for the first time that this has happened,
really since Pump came on the scene.
I think a quick caveat, this was a low-liquidity, long-holiday weekend.
I don't want to just jump to conclusions too fast. Like, let's see this play
out for more than a handful of days. But it is significant progress. And in a vacuum, if you have
to pick one of these to support and drive your capital towards, if the memes are the same,
in a level playing field, I see the case for why you'd want to go to Bon Fun, right?
Because of the flywheel.
So, yeah.
So I'm curious.
So Madeline, I know you got to live in a few minutes,
so let's go to you and then we can keep going on.
Like, what do you, what do you, have you followed this?
Like, what do you make of this?
I have to say that I just don't really care.
I love this.
Like my general sense is that this is like,
this has happened because there's been such little value created.
Yeah,
it's true.
And now we're like,
we're like creating a battle between the ones that very much reminds you of
like when blur and an open to like flipping each other.
True.
Even in the market is slightly shifted away from it.
Obviously, this useless coin has done well,
but I think it's an issue with the product rather than the platform.
I do agree that Bonk and Radium both have more Web3 models,
like the buyback models for both tokens feel slightly more aligned.
But I don't think this is what fixes what's happening right it's not like
i don't think everyone's shifting from pump fund to let's bonk is onboarding people to the product
that's basically what i'm saying it's like i think this is a this is what it's a symptom of
what we've had for a while since probably January or February that like,
it's a,
we haven't been making money and then we're,
everyone's trying like different ways to like, like rehash it.
Like,
we go to this chain or maybe we'll just do like,
this will have one novel factor and then we'll just have one runner.
This,
this feels like a better model,
but of a,
of a system,
which seems like it's not necessarily reaching
it's not onboarding people yeah you know it's just not on board in the same way that we had back in
back in november december january i think um and that's why i just don't really care because i just
feel as though like people are like oh my god this God, this is the thing. And my feeling is that this is not the thing.
Right now, the thing is what Tyler was talking about.
Is SBET a good trade here?
Yeah.
That feels like a far more higher risk reward
than some of this other stuff.
So I don't expect these platforms to fix meme coins,
basically is where I'm at.
And I think that if you're trenching for anything more than just like,
I'll have some fun and see what happens.
Then,
then I think it's going to be a bit painful.
If you think like this is going to be a thing that on boards people.
I just don't see it.
Yeah.
It seems like a lot of the same gaming play with the same people.
We're different.
I don't think it's like onboarding.
It's 100% people.
And also, actually, not only is it the same people,
I think it's even less people because, like you said, you don't care.
I don't care either.
I haven't bought a thing.
Like, I'm not trying to buy anything either.
Like, I'm not looking at either platforms,
punk or pump fun. Like, yo, I'm going to buy the either. I'm not looking at either platforms, Punk or PumpFun.
Like, yo, I'm going to buy the next runner.
Right?
I think that's a good point.
I think it's totally fine to be checked
out from this.
I don't feel like you're going to miss life-changing money being checked out.
If you are checked in,
you need to be aware of this. I'm looking at the
Salon and Dex board.
90% of the top tokens are all Radium now,
which is PubFod.
Interesting.
Which is a market change.
So I guess if you are here trading every day,
you need to be aware that this is currently where
the money and attention is flowing.
Got it.
Yeah, so I like this because I think Radium
might be an interesting play again.
You know, like trading at, what, one and a half billion, something like that? What's Radium's FTV? Radium might be an interesting play again. You know, like it's trading at what?
One and a half billion, something like that?
What's Radium's FTV?
Radium.
It's at $2.
So I don't know what the FTV is.
Let me check it out.
It's looking good.
I'm not going to lie.
Seems like an interesting play again.
587 market cap.
That's not FTV I know.
FTV is 2.2.
Wow.
That is an interesting coin.
So I was just looking at the chart, right, on TradingView.
It's actually looking good.
Is Mando going to run it back?
I don't know if it doubles, but definitely, I mean,
that looks like an obvious long to me if you're playing this.
Only if it's sustained, though.
Only if the let's, like what Tyler was saying.
Like if it's not like a long weekend, low volume thing, you know?
Yeah.
Yeah, I agree.
All right.
Well, we'll see what happens.
I'm curious what you guys think.
Maybe I'll put a poll out.
What's up, Tyler?
The other aspect of this, quickly, though, is like this,
PumpFun's about to launch a token. That too.
And they just got flipped in market share.
For a day.
I know, for a day.
So again, I don't want to get too caught up
in all this just yet.
But if you're out in time,
you don't like this.
I definitely missed time, Miss.
Right?
You make a good point. It's a wrong time to get flipped in market this, right? No, you make a good point.
It's a wrong time to get flipped in market share.
You're right.
That's a good point.
I mean, you do have a half a billion dollars to spend.
We need to cry about it.
I don't think we need to cry for those guys.
Yeah, yeah, yeah.
I mean, it does not affect my bags.
Fart coin is let's Bonk X Pump Fun War proof.
It does maybe.
Are less people going to fire at $4 billion in the pre-sale, though?
If they're not leaving the leading launch pad.
So we'll see.
Yeah, we'll see.
What do you guys think of these lids
the european lids what's the thoughts on the show like what's the consensus on these
do you guys have different lids to that well yeah this is a very euro thing
oh i didn't know that america doesn't have this what don't't we have? The lids in Europe, they don't look tiny.
So when you open,
you always splash yourself.
And then they stay,
you know,
to avoid,
you know.
Yeah.
They're called hats lids.
I genuinely have no idea.
Technology!
Technology!
Europe 2060. i'm starting to so even like the president abekeli used to make fun of these on x
uh i'm actually starting to like him he was saying it's the only invention europe has had
like whatever anyways speaking of which um i think uh there was something that samander just
brought up and i think we should go there.
SBET, Tyler, I mean, Tom Lee again.
Was it Friday, Thursday?
I saw a clip of him yesterday.
This guy is good, man.
It's like an eight-minute clip.
Welcome to the Bitminer stock chart, B-N-N-R.
B-N-N-R.
So let me go.
What's B-N-N-R?
Oh, that's the –
That's Bitminer.
That's Tom Lee's.
So we did our first segment. It's B-N-N-R? B-M? Like mom? B-N-NNR? That's BitMine. That's Tom Lee's. So we did our first segment.
It's B-M-N-R? B-M? Like mom?
B-M-N-R.
BitMine.
BitMine Immersion.
So we did our feature on this last
Monday.
It was at $13.
And I think $17 live during the show
when we were talking about it.
It was like here.
It hit $ 160 on Thursday.
Yeah, 160, yeah.
Basically at 10x in like three days.
And it's down now.
Now it's at 100.
But it really popped.
And it just kind of shows the demand for these ETH corporate treasuries.
And I think Tom Lee's is going to be a big one.
Again, we talked about this last week.
The caveat here is they raised that $250 million at like a $4 per share price.
Those shares have not hit yet.
So that's going to dilute this and you're going to see this price come down.
I think that's happening like July 20th, July 21st. I need to check that notes to see exactly when that happens.
That's going to be a key date to watch. Until then, you'll see it be pretty
volatile. Maybe it'll hit a new high unclear,
but you're kind of playing just a hot potato game until those
shares come in. But I do think this one gets very interesting.
Once the shares do come through and it hits kind of a,
and the price falls and goes back to its more normal level,
finds a new bottom.
I think it's going to become very interesting.
And we're seeing that with the SBET stock here as well,
which ran up to, it ran up too high.
I think it hit like 70, came all the way back down,
fell 80%, went back to like the $9, $10 range,
kind of found the bottom in that $9 to $10 range,
chopped there for about three weeks.
And then last week, it's starting to move.
So it's up about 50% from last week's bottom,
now trading right around $14.
A share hit like $14.50 or so this morning.
Basically, you've got the battle of the new micro strategies of ETH.
You've got Joe Lubin and Sharpwank, SBETSAC,
and you've got Tom Lee and BitMiner.
They're both following similar high-level strategies.
They want to maximize ETH per share.
So that is finding financial engineering tactics like finding staking yield.
It's embracing the volatility to perhaps issue more debt equity against the company's shares to be able to buy more.
debt equity against the company shares to be able to buy more and whoever's
going to be able to do it more effectively,
perhaps wins,
perhaps they both went right.
I think there's,
there's a good chance that both of these are very interesting potential
buys.
So I think I started adding to my aspect position.
Yeah.
Like Wednesday of last week,
I was actually,
I got it under 10. so it's up nicely.
10% day is good.
And Bitminer,
I closed that position last week. I'm going to
wait for that to cool down,
but then I'll likely add a position.
Keep in mind, there's a 45-day lockup
for people that invested day one.
So keep that in mind when you're buying and selling,
Bitminer. Yeah.
I think you want to wait for that to all.
You kind of want the mega dump because these are people that got in with
sides, like millions of dollars.
So at size, a 3X is fucking fantastic, right?
So I wouldn't be surprised if you see a Sharplinks type dump on it.
Exactly.
I think that's the dump you want to buy.
I think that's the dump you want to buy.
A hundred percent.
100%.
I'm growing.
I'm starting to get more and more
bulled up in Ethereum.
I was always bullshitting Ethereum tech,
which is why we're building on Ethereum,
but it's in practice action slowly.
That Tom Lee clip, I need to find it.
I'll share it when I find it for everybody who wants to listen.
It's like an eight-minute clip, so maybe skip through it.
He's good. We've talked about this a lot. You clip. So maybe like skip through it, but like he's good.
And we've talked about this a lot.
You may mend those to rehash it,
but him and Joe are like,
they're going to sell the fuck out of this.
And the Bitcoin,
it's going to be a little crowded,
the whole Bitcoin shit,
Bitcoin companies,
portcores,
whatever.
And we get it like Bitcoin and Ethereum arguably could have more upside in terms of like percentage on the trade in the next, let's say H2.
Let's say now in the year, upside on Ethereum trade is a little higher than upside on Bitcoin trade.
Unless you think Bitcoin's going like half a million dollars by the end of the year, sure, then I'm wrong.
But like if you're targeting like 150 Bitcoin, that's why it's 50%, let's say 40, 50% on BTC.
But Ethereum could 100%, right? Because it's 50%, let's say, 40, 50% on BTC. But here I'm going to 100%, right?
Because it's just 2X all-time high.
I think if you think Bitcoin
and 150K is your top-end target,
I would probably bet that
ETH could outperform that, yeah.
I was talking about this a bit
with Logan last week, but I'm just very
bullish on the inflows
into crypto right now.
Bitcoin's leading the way, 100%.
But diversification
is a real thing. And the more
of your traditional financial managers who are getting
into this game are going to want to diversify.
And Bitcoin's the first thing, and then what's
the second thing? It's ETH right there.
You see, it's all
you got Tom Lee
on CNBC
paying the bull case. You got more folks explaining it.
It's a good setup. And I think it's going to catch a lot of these flows. We're starting to see it.
In my update, I said the ETF inflow from Thursday
last week, $150 million. It was the second highest
It was the second highest day they've had in six months.
day they've had in six months.
Wow.
Wow.
Okay.
So it's starting to back it up.
Yeah.
That's really cool.
Sorry I had to run away for a second.
I had people knocking on my door.
All the pots and pans I spent a million dollars on yesterday.
Just decided to get here in the middle of the fucking show when Vanessa's not home.
Anyways, they're good.
I'm like, just leave everything outside.
Well, outside the door, not outside the building. Anyways, so we're back. So there's that.
And we'll see what happens on that front. What else? I mean, let's see what else. There's just
a couple of things. Yeah. The Elon America party thing is interesting. So I tweeted this on Saturday.
I shared the polymarket market.
It was only 39% to happen in July.
It was only 52% to happen even in this year.
So he had been talking about it.
Folks weren't totally convinced it was real.
Then he did file.
So this is a real thing.
Wow.
I think an important clarification that folks have been following this at just arm's length is that this is not a new party that is backing a presidential candidate,
at least right now.
His goal is to go after like five to 10 congressional seats to effectively be
swing votes,
to try to get like legislation that he likes put forward and perhaps block
legislation that he doesn't like.
So he's been vocal that he didn't like the BBB, the big, beautiful bill,
increase the deficit by $3 trillion.
So he wants to try to get folks in the seats that perhaps block things like
that. So it's not Elon running for president.
It's a little bit smaller scale than that, at least right now.
So that's what's happening.
So that's what's happening.
The crypto news is that yesterday on Twitter,
He said, what was the direct quote?
Fiat is hopeless.
And he said, yes, that's what they will embrace Bitcoin.
yes, effectively they will embrace Bitcoin.
What's interesting about this is
if you think his party is going to go after extreme austerity measures
to try to correct the deficit ship and try to minimize the debt,
in theory, that would be bad.
That would be a negative catalyst for Bitcoin.
So I think one of the primary bull cases out there right now
is just the denominator is worthless.
The US dollar continues to be inflated away
by Bitcoin as a currency hedge.
Well, if you get the deficit under control,
debt under control, and you start to correct that,
part of that narrative goes away.
So then does Bitcoin make as much sense?
So I actually thought that was a bit of an interesting contrast.
But near term,
and that's still a very long ways out to becoming even a potential reality.
So I think near term, still good to see him embrace it.
So that was an interesting one.
We'll see if he continues to talk about crypto.
The other one was this
UAE dispute with
Ton. And we had a chance to get
into it. So I shared the news yesterday
that
the Ton Foundation and Telegram
had found these
announced
these golden visas where you could stake $100,000
in Ton, pay a $35,000 fee
and effectively fast track to get a visa to go to the UAE.
The UAE has now come out and say, no, that's not true.
No partnership exists.
They are not allowing digital currency investors into their golden visa framework at this time.
So I went back and checked, and it is still on the TUN website.
So Max Crown is the one who tweeted about this.
He announced the program in a tweet yesterday morning, July 6th,
and he linked to this TUN website, TUN.org slash Golden Visa.
How is it still live on the website?
Because they're awake right now in the UAE like it's just two hours
you posted this
like they debunked that like the morning
there like I don't understand how this is still up
so secure 10 year golden visa with a
one time 35 key processing fee
let's take 100 grand in town
I don't know
includes your family, everything.
So when I saw the original news,
I caught BS on it because
why would they do Tawn before?
And no dig at Tawn.
I'm just saying,
if you told me any other one,
but Bitcoin,
I'd be like, okay, right?
Even Solana, I'd be like, okay, why?
Why sold before Bitcoin, right? Even Solana would be like, okay, why? Why Sol before Bitcoin, right?
Because UAE is super pro AI, crypto, et cetera, right?
So it made no sense to me from the get-go that it was Ton.
Because even CZ, right?
So let's go here.
CZ, right, was like, hey, he didn't call it out, but he asked the right questions, right?
Like even he was like, wait, right?
And he said something along, he's like, hey, if this is real, he said, if this is true, no, sorry, it wasn't this.
I forget what it is.
Yeah, here.
He said, is this real?
Big if true, right?
And he said,
if it's true,
then, you know,
we'll do this for BNB, right?
And you'd figure that BNB
would get it before Tawn
because of CZ's ties to the UAE now.
Like, he's living in Abu Dhabi,
but Binance's office is there.
That's why I got to interview CZ in Abu Dhabi.
So I thought it was weird
from the get-go, Tyler.
Now, I don't know if maybe they had a deal with some other region.
So UAE is composed of different regions, right?
Like you have RAC, which is where I went to the car rally,
Rasar Haime, which is like the north.
They're trying to give a bunch of golden visas to crypto entrepreneurs
and that for a fact because I met the person that was the head of that
with LOX when we were there. So we met like the Sheikh of Dar es-Sar Haime and we met like the Gantt charge
of the golden visa. Or it could be another region, right? Because you know how everyone
thinks it's just Dubai, there's more, there's Dubai, there's Abu Dhabi, there's all these,
I think six or seven of them. So it could be there was something there, but like, I don't
understand. Like, This is pretty bad.
In general, it's pretty bad if untrue,
but it seems like it was debunked by the government
itself. I feel like they must
have had some kind of, at least a
conversation or a handshake deal with somebody.
I mean, it's a whole website.
Maybe it's
a different region or subgroup.
I'm not sure how this played out,
but they spun up this website.
It's still standing up.
I mean,
it feels strange to do that without any kind of backing.
Yeah,
I agree.
It felt like strange news on the surface as well.
They're like,
Hey,
a hundred thousand dollars,
take some time.
Now you can get a golden visa.
It's crazy, right?
UAE go that route.
So I'm sure we'll learn more about this.
A ton did pop on the
news. And now it just
don't, right? I'm sure it's sold off.
It's down today, but it's up
$2. Let's go check it out.
Ton.
Coin.
First they had the Elon thing, right?
This is not real.
Yeah, so it popped.
Let's do the daily.
So this is where it popped, right?
This candle there.
Because it was like yesterday, the news?
Or the day before?
When was it?
Yesterday.
Okay, so it didn't last 24 hours.
So this is your candle, dude.
So it went from three.
It's still lower on the day. So this may be put
on the hourly easier on the hour. There it is. There you go. It's the Burj Khalifa.
You know, so that was a solid 10% jump. Yeah. I mean, 10% on a pretty large coin, right? Tom
was like almost top 10 at the point of the cycle. It was. It was like ninth or something.
It's pretty wild.
So I guess the decrypt riders are on top of that.
So I'm very curious.
I think I'll have to speak to anyone there.
Password Fires.
I don't know.
I don't know who.
I don't know.
We'll see what happens in that sense with that.
Another coin that's popping.
Tracked.
Racked.
Dude.
It's coming back near an all-time highest here.
Brother.
It's just about 10% off.
This is so crazy.
You reported on the 20% pump this one.
I was like, dude, I checked again.
I was like, yo, it's 50% since the fucking
Binance Alpha pump dump.
Yeah.
That was the dip to buy.
100%.
But nobody bought it.
Ovi's got a tiger tattoo
on his chest.
He's fierce.
Can we talk?
Obviously, Ovi's a good friend.
So like I talk to him every day.
And so the other morning, guys, we get a photo of Ovi, like no chest, at a tattoo shop, like a selfie with the thing just the outlines. And we get a tattoo is like, wish me luck.
And I woke up to this shit.
I'm like, what is this guy doing?
And he was on the chair for nine fucking hours getting, where's my Twitter window?
Where's the Twitter window I opened for this?
Oh my God, I can't even see it anymore.
Oh, there it is.
Oh no, I closed.
So I was on there and I see him nine hours later.
He's like, dude, like I finished my tattoo.
It's the most painful thing I've ever got to do in my life.
This guy's nuts, man.
This is absolutely out of his mind.
I love it.
I wasn't sure if it was real at first.
Oh, it's real.
I had to look through the comments.
There it is.
Dude.
Hardcore.
This is like, this is the sternum feeling.
He was telling us how it's like the most painful thing
where he's ever, you know,
tattoos of pets.
Dude, this is just like,
this is just insane, bro.
Like, how do you see this
and not like Max Long coin?
You know what I mean?
And then during his recovery,
he's just been working on the light paper.
So the rectal light paper should be coming out today,
which perhaps more seriously
I think is maybe why the market's
pumping a bit in anticipation
of that.
He's got a nice setup here.
Rectal is a good
token. We're talking
our books here. We both are
holding. Yeah, but you know what though? We've been talking that book
since forever and we've been right.
You know what I mean?
So it's okay.
Like at any given point
that if our audience would have bought
what we talked about it,
except for maybe the exception of this period,
right?
Like unless you bought like June 12, 13, 14, and 15,
that you're still down like 10%,
5% sorry about that.
Then, you know,
I don't feel bad about talking my book so much.
Basically, anyone who's ever bought this is up.
Yeah, pretty much.
It's about to be.
Shout out to that guy, this cash-tronaut guy that just bought a trillion on that dip.
So that's been impressive.
In other meme coin news, I mean, dude, I'm still deep in this.
I think Farquhar is looking good, to be honest.
And Solana is increasingly looking good.
Like, I genuinely think Solana is looking really good given all the FUD,
all the bullshit that's been going through.
And then you have the stuff like Hyperliquid that's, like,
overshadowing it like crazy, right?
So I genuinely think this is look good.
It looks like higher low, et cetera, et cetera, et cetera.
So the coins are going to look good.
And also SPX, man, I want to talk about this for a second.
This coin always looks good.
It's crazy, but it always pumps the hardest.
This one is like 130 again.
Curious what happens there.
It's been chopping for like two weeks now.
Obviously, it has this mega.
We actually called this, by the way.
When it hit all-time high here, we actually said, okay, now it's going to cool off for a little bit.
Yeah.
It just went totally parabolic. Yeah. it's too, I mean, this isn't,
it's like 700%, right?
they're, oh, they're like even. Farcoin
SPX haven't been this even in a long time.
Yeah. Yeah, interesting.
Exact same FDB, wow.
Yeah, in terms of FDB, I just don't know how the volumes
compare, because one of the Coinbase and stuff,
it's, the interesting stuff, but it's...
The interesting wild card in this is now Bonk.
I mean, I brought it
up earlier when we were talking about
the Bonk fun stuff.
We should have... It was crazy.
I even thought about it. I thought about
belonging this thing. It was so obvious.
Yeah.
It's like, you know.
I had a bump
going on at one point.
I took it off.
Just
opportunity costs.
It chapped
for a long time,
right?
Like,
let's zoom out
on this thing.
I mean,
it's been in this
tankly right now.
This is where it breaks out
or just
sells off a bit
before going again,
but it's not looking bad.
You have a higher low here. It doesn't look bad. But again,
like we talked about this again with Mando,
like you really need to think to be sustained, right?
I'd rather buy radium at this stage.
It's a 2 billion.
So when you're betting on a $2 billion meme,
you have to like really think that like we're going to have a meme coin
cycle. Yeah. I mean, is Bonko meme? dollar meme you have to like really think that like we're going to have a meme coin cycle yeah
i mean is bonk a meme it's an argument against spx or for coins well so i don't want to be
is bonk a meme coin yeah i see how i see the case where you can say that it's big like i
considered it full-on altcoin personally i didn't always but they have like a team they're like one
of the biggest ecosystem probably the biggest ecosystem team and so on them but they have like a team. They're like one of the biggest ecosystem,
probably the biggest ecosystem team in Solana.
Them, Pith, and like a few others.
Like, yeah, but I know what you mean.
Let's call it meme.
The flywheel is a different chain, right?
So like they're actually,
real revenue from Bonk Fun is being driven in Stokka now,
which is,
separates it from other pure memes because other pure memes don't have that.
Right.
Until we have the fart pads. And. Until we have the fart pad.
And then once we have the fart pad,
drop it.
No, please.
No long fads for Farcorn, please.
Nothing.
I want nothing for Farcorn.
Just let it rip.
So Bronx looking good.
Radiant looking good.
But see, Tyler, like Solana Eco, right?
It's still like, it's crazy to me.
Like, we only talk about Solana Eco on the timeline.
Aside from Hyperliquid,
because Hyperliquid is always talk of town right now.
Again, Bonk Fun and Pump Fun.
Solana.
You know what I mean?
Like, so I don't know.
I'm really bullish because Bitcoin has a lot going on for itself.
We don't have to rehash it.
Ethereum has a lot going on for itself.
We just talk about it again on this show. Tom Lee, et cetera. And Solana has still a lot going on for itself. We don't have to rehash it. Ethereum has a lot going on for itself. We just talk about it again on this show.
Tom Lee, et cetera.
And Solana has still a lot going on for itself.
And by the way, the tokenized stocks on Solana are blowing up in terms of volume.
And that's happening on Sol.
And stablecoins, which is like the main narrative driving Ethereum up right now, by the way, Tyler, because it's like billions and billions.
There's also a lot being minted on Solana as well at all times.
So it's like, I don't know.
I'm bullish man if our three majors are doing good
it's good for space as a whole
so anyways
I think we can get into our little giveaway here
just realize it's 357
and then we'll get into the rest of
the stuff tomorrow
the code today was weekly
FOMO, geek.com
I wish Sims would be more on camera
yeah Sims you can come talk about music NFTs tomorrow FOMO, uh, geek.com. I wish Sims would be more on camera. Yeah,
Sims.
Yeah.
Sims.
You can come talk about music NFTs tomorrow.
I'm just floating around,
mate.
Floating around.
Tomorrow.
Mando's not here,
right?
And Friday,
you can come talk about music NFTs.
Let's give him some money.
All right.
Someone said he's hot.
50 people eligible today.
Obviously we need more.
So as it goes along across the week
If you enter any time at point this week
You will be entered for all four future draws
Across it
Every Friday it will reset
So if you put a bet on Saturday or Sunday
You'll be coming for the entire week
Perfect
Let me bring this up
That Christos guy bro he's got to win at some point
Eventually
Christos is like in, he's got to win at some point. Eventually. Eventually.
Christos is, like, in the comments.
Like, that is eventually, like, Christos has got to win.
Or Diego.
Oh, eligible?
We're good?
We pre-set anyway.
Not a fresh.
Okay, Vanessa.
Congratulations.
I've seen her wait a couple of times,
but she went way back then once as well.
Vanessa.
There you go.
So kick Vanessa 4G.
Vanessa 4G.
Join us on Twitter spaces.
Just request to speak.
Request to speak. Oh oh we have money in the account
there you go gotta pay out we gotta pay out people who are on friday i think or thursday
look at that you know one of these days i know we're doing e-originals can we just hit a
fucking blackjack hat for someone okay
oh my vanessa 4g vanessa 4g where you at where you at worst case we can do it through uh through
the chat for the kick chat okay yeah because they're on the kick right yeah we've got all
the info we need we don't need people come up and claim anymore we have all the info so we can kind
of roll for them if you want she was watching the show no she's here vanessa 4g's watching the show
i know that for a fact um oh i see her okay she's
she can't join okay all good don't worry you're good yeah but she's here she's here all that
matters space is bugging you're good it is bugging actually i know you're here vanessa 4g so let's
just plinko then yeah all right all right all right all right let's do some plinko all right
vanessa congratulations first and foremost you already make $500.
500 bucks. And second of all, let's go do some Blinko. And then I got a call.
We got a lot of stuff going on for us as well. Let's do five times 100.
Because I feel like two times 250 is like low. Sims and Tyler, what do you think?
$500 balls. All right.
$500 balls. All right. this is the right settings high speed
16 rows
light speed 5 times 100
is 500 alright
you stick turbo mode on it or just fly through them
there you go
it's only 5 here
so there you go took a screenshot
and let's go
alright alright let's go
oh we've reached silver.
Let's go.
It left.
Oh, no.
It came back.
I think she only made about $100 here.
Something like that.
Unlucky.
But that doesn't matter because she also made $500 for winning.
So, Vanessa, congratulations.
I think you win about something around $600. Something like that and winning. So Vanessa, congratulations. I think you win about like something around $600,
something like that, and some change.
So congratulations.
And with that, with that, with that,
we'll see you all tomorrow morning,
10 a.m. Eastern,
it's 10 at 10 for the episode of 4 More Hour on Rock Radio.
Let's go. Thank you. Mmm.
