oh check check can you guys hear me just making sure because I did
start the space this morning from the wrong phone should be fine check check can you guys hear me just making sure because i did start the space this morning from the wrong phone we should be fine check check one two
let's make sure you guys can hear me let me get some thumbs up if you can hear me in the audience
oh i am logged into myriad on this phone so i can actually get myriad on stage look at that
keep forgetting that bam bam bam bam let me do that actually while I'm at it. Okay, perfect. Bongo.
So if Bongo can hear us, are ordinal still a thing?
Does pups still go up, Styler?
At least before, I feel like I used to check once every week or so.
Now I just don't even look anymore.
Well, I'm going to Asia on Sunday, Tyler.
So let me go fix that, you know?
Yeah, I got to go find the...
I got to go find the ordinals and Bitcoin Cabal in Asia.
You know, the one that was so eager
to pump the narrative at first
and see what happened here.
See, ask him what the fuck's going on.
I think we're good to go.
I think we're ready for the stream.
Let's kick it, Charlie. Thank you. Yo, yo, yo, yo, yo, what up, what up, good morning, good morning, GM, GM, Thursday, ooh, G Thursday
Good today. Yeah, it's cuz I slept like nine hours
20 25 look at that another beautiful data have a beautiful day
Hey, I got my co-host in the house, Tyler.
I got my coast in the house Tyler. Good morning. Good morning. Good morning Tyler. How you doing today?
It was the most important FOMC of our lives.
We're green this morning.
But our quant Mando has expressed some caution.
Did he tweet the caution?
Did he tweet the caution?
and say that he largely agreed with the Wizard of Soho's position
that recession fears are higher.
They want to scout Phomps from here, I think.
Not quite as overly bullish as we were hoping from Phomps,
Yeah, we'll get into that.
We'll get into it. Yeah. Yeah, we'll get into that. We'll get into that.
I think I may be seeing him again tonight.
So if we don't see him right now,
I'm going to go square up with him in person.
I'm going to ask him to retract here, Tyler.
See what the hell's going on with these takes.
Just be sure of what he's saying
anyways today on the show let's talk obviously about the topics from yeah i mean markets whatever
fmc baba we'll we'll go over that uh seems like a lot of the bearish takes were a little bit over
done here tyler but we'll discuss that in a second i'm sure you got the two last bulls standing you
know on this show so you know thank God for us, Tyler.
I mean, he's quite bullish.
Because even though he'll be like caution, he'll still be 100% invested.
So thankfully on FOMO Hour, I mean, Underexposed is pretty bullish.
And you guys are quite bulls.
I think we're bigger bulls than Underexposed.
Thankfully on the DJ's network, right, there's like the last bull standing over here last line in uh in the sand so we'll talk markets we'll talk
topics there's a lot to um to unpack again over the last 24 hours it was packed one more time
gotta love september and then last one nice yeet uh yeet yeet we're gonna do two giveaways today
and two fridays that's how we're gonna run it uh which is awesome because we're going to do two giveaways today and two Fridays.
That's how we're going to run it,
because we didn't do Monday or yesterday
Charlie's codes are great, dude.
I feel bad that he couldn't pump yesterday's code
because it was the great one,
but today's code is infinitely up.
So if you're on kick.com,
We do stream as well on X,
but on kick is where you get to,
I think it's just better streaming quality
and you get to win some money.
So make sure you check us out.
let's see what's in store for us today.
For daily NFT and crypto analysis.
Vitality on FOMO, our cause to KitKat.
Yeah, folks, crypto majors are very green here this morning.
After yesterday's FOMC meeting, Pal did announce the cut rates 25 bps.
He called it a risk management cut.
It was somewhat hawkish, somewhat dovish,
probably fairly neutral overall. Stocks are green here this morning. So stocks are rallying.
Gold is down. The 10-year is up quite a bit. So I think that's the surprise. The 10-year rate is
up about 0.1%. So I think the bond market has been a bit messy, which is driving some of the
fears that are out there right now. But overall, the crypto markets have responded incredibly well.
Pingu, top mover on the day, up 14%.
Huge month for AVAX, now up 40% on the month.
BNB, oh boy, $1,000 token for the first time ever.
BNB is on a moon mission.
Hyperliquid, got to give them the shout out as well. New
all-time high. I think they hit 59 yesterday. Interestingly, on the same day that a Hyperliquid
competitor touted by CZ himself debuted, and that token ran 500%. It's hanging out around 55 cents,
four and a half billion FTV as well. We'll get into that more later on. Going through the
headlines here, the Bitcoin ETFs saw 51 million in net outflows yesterday so actually broke the etf inflow streak
of seven days interesting as we are up uh in green on the day uh so those etf buyers are going to be
purchasing a little bit higher here today moneygram is embracing stable coins in partnership
with crossmet big news for its 50 million customers across 200 operating countries.
Kraken and Circle are also partnering to expand into the stablecoin game with USDC and EURC integration.
And then in a strange headline, a golden statue of Trump holding a Bitcoin was installed outside the U.S. capital.
But this was not by the government. This was by an independent group of folks, but still a pretty funny image to be seen. In corporate treasuries and ETFs,
the big news here, the SEC approved a generic listing standard, which is greatly going to
accelerate the approval process for crypto ETFs. So a whole lot more ETFs are coming.
Also, that Doge ETF finally goes live today. We've been waiting for it.
In token airdrop and protocol news,
Aster, I talked about it a little bit earlier.
boosted by a rare bull post from CZ.
Project X over on Hyper EVM,
they announced their phase two,
allowing any coin from any chain to be traded directly on their platform
fees. So that was a big one. Tokenworks and Punk Strategy, oh boy, they're rolling out their tech
and their perpetual machine to other NFT collections. They're going to start today.
Pudgy Strategy, Ape Strategy, Dickbutt Strategy, Moonbird Strategy, and Mebit Strategy.
And then rolled out to other NFT collections as well
that Punk strategy token basically doubled on the news
I think it hit $29 million at peak
today and then we saw BioProtocol
raise $6.9 million in seed funding
let's see rounding this out
that was the majority of the headlines
in NFTs Jack Butcher's gas wars
did mint out yesterday in a literal gas war.
The floor rose briefly to around 0.7 ETH.
It was around 0.35 ETH here this morning.
Then Pavel Deroff, he is bullposting those Telegram gifts, those ton NFTs.
He shared a post this morning with their 30-day growth.
Basically, all the collections are up somewhere 50% to 70% or more.
So all the way at the top, those Telegram NFTs are being embraced.
And yeah, that's pretty much the rundown.
I mean, let's start with the majors because of CFOMC.
Did I hear you were calling for 50 bips on the show yesterday, Tyler?
You were all in one, huh?
It was a huge long shot bet, right?
So it's not like I thought it was a coin flip.
My last buy was at three cents, so 30 to one.
What was most interesting to me, though, about it, we'll get into crypto managers, but maybe we just get right into FOMC.
The disparity across the Fed governors and what they all wanted to do.
So I just sent you the tweet, but basically, like Stephen Mirren, the newest Trump-appointed, effectively Fed governor, he wanted 50 bips and then five cuts to happen this year.
The majority of the governors are saying two more cuts this year.
But one of them wants to see a rate hike.
So we've got on one hand Stephen Mirren who wants five more cuts.
And then on the far other hand
One who wants to see a hike
How does one of them think a hike is a smart way to go about this?
There's no way these are rational responses
Is it a meme or something?
I'm not a macro economist by any means
Or an expert in this field
But when I see this kind of disparity I'm not a macro economist by any means or an expert in this field.
But when I see this kind of disparity, it feels like it's more politically motivated than data driven to me.
So that's one of my reactions to this.
It makes me wonder, I mean, how can you even have a read on what this group of folks is going to do in the near future when you've got this kind of disparity.
It came in in line with what most people thought, 25 cuts,
and then they telegraphed effectively two more the rest of the year.
So if you look at CME board, 83%.
Remainder of 2025 is at 75%. That actually was closer to 85 yesterday. So it
is down a touch, but that is still a heavy favorite. Powell called it a risk management
decision. He did allude to the jobs reports being revised and the job and general weakness in the
job market, but he didn't make a huge deal out of it.
It kind of made it seem like they're still fighting inflation in jobs
on more of a 50-50 basis than then leaning into one.
He also interestingly said he doesn't have any concerns
with that Bureau of Labor Statistics, the BLS data,
which has been the body of data that has been revised every month massively.
And we're seeing these revisions come a few months after.
So at least he is telling the people he is not concerned about this data,
but I don't see how he possibly is not.
So I thought that was all.
He's just not telling us the reality.
It was my read on Powell's comments on that data, which is obviously terrible.
somewhat of a mixed reaction.
I mean, clearly crypto majors are very
At the highest level it's been in a month.
We literally haven't been this
The tenure going up after a recut is,
what gives folks pause to a degree,
which is related to some of the action in the bond market.
You guys feeling bearish looking at this chart y'all
what is the chat thing here
you guys are watching us live on kick
watching us live on X video
we can see your comment on screen
what do the people think here
I don't know I'm having a hard time here
I'm having a hard time Tyler
I'm still very, very bullish.
And I opened some longs yesterday.
On the back of this news.
After FOMC and the Ford Industries, $4 billion dat news.
Not early to the trade, by any means.
The time to do that was when the dads were first announced.
about 20% lower from here,
but if Kyle Savani and crew are going to pump another $4 billion into
I think it's going to outweigh the cell pressure.
So a lot is looking so good,
I total breakout. We've been been saying we've been just saying
this since like literally here but the thing is look at this right you have solana right now
that's needs to break 250 which is a multi-year like sort of like ceiling for for solana like
we're talking about a four-year ceiling which which is like 40 years in crypto. You're telling me once it breaks out and not go full price discovery?
There is like, the bull case for Solana here is insane.
And not only that, it's like a blockchain that on top of having its Tom Lee moment kind of right now, right?
I think it's going to be Samani.
I said it last show, right?
I think a couple of days ago we talked about it.
I mean, at least he's trying. So he's going to be Samani. I said it last show, right? I think a couple days ago we talked about it. I mean, at least he's trying.
So he's trying to be that, right?
But point being, all the apps are Solana.
Besides Hyperliquid, which is the greatest trading platform ever made
and the winner of the cycle, what else do people use here?
Solana for everything they do.
Whether it was the cards thing for Pokemons, where was it on?
Pumpfun, where's that on, huh?
The whole meme coin cycle, where's that on?
Solana, like, even right now, like, there's a lot of deep in RWA narrative.
Like, Solana is no longer just that.
There's a lot of people are starting to look into more DeFi plays with Solana.
Like, how many multi-billion dollar companies have spun out of Solana in this cycle?
Like, it has much more to it than that.
I think calling for $500 Solana this cycle
is not like a moonboy, kind of stupid,
overly bullish take anymore.
That's effectively the move,
the ETH $2,500500 to 4,900 move.
So it broke that ceiling, right?
Even after 4,000 kept going, right?
But this move, I'm talking about.
I mean, we kind of did the math on yesterday's show,
but the 4 billion in buy pressure coming from Ford Industries
is effectively 16 billion in buy pressure for ETH on a market cap adjusted basis.
And we saw what happened with ETH.
I think we're like halfway through this move.
It had the ETFs, so Solana doesn't have that kind of ETF inflows yet.
We know the ETFs are coming and probably coming soon.
But I'd be very surprised.
I'm positioned for Solana to hit all-time high this year.
I'd be very surprised if it does not.
Is it going to go straight to 475?
I mean, that's a little bit tougher of a picture,
but it also wouldn't necessarily shock me to see it go there
across a few months, especially many other debts.
You basically need another debt to throw its hat in the ring,
and you need some ETF flows.
I think that's probably the bull case,
or to actually go that far.
I mean, this line still shocks me.
Most people were positioned on the no forever.
I think we called this way back also.
It's new Solana Tahambai at the end of the year.
I think people are starting to catch on to that like i think so on breaks all-time high and you'll see so long at like 350 375 like right after
moments later and this time it won't be because trump launched a meme coin on the chain so it's
better right though that was nice but much better yeah it's a much more technical all-time high so
AVAX is looking really good.
they've got the debt flows coming as well.
they're doing a marketing push as well.
the chart's starting to look good.
Yeah, it's getting there. You know, I only have one friend talking about this. And he wrote an
article on it last week and it did not tell. Aigen's up 40%, dude. Yeah, I actually saw an
article about Aigen. Maybe it was from... Lanamore?
Oh, well, Eigen was tied into that big Google story from yesterday,
and I did not really dig into that one.
What was the... Because this makes sense, right?
That bit, public ETH buyers staking, restaking Eigen.
What platforms do you think SBETs and Bitminers
are going to use to stake and restake their Ethereum?
Some people think they're going to start making
their proprietary platforms,
but this doesn't work like that.
It's similar to the Aave trade, right?
Where do you put your ETH, right?
And EIGEN is going to be one of them.
I think Joe Shalom, the co-CEO of SBET,
EIGEN is part of the consortium
that's partnered with SBET, right?
EIGEN Cloud and everything. In retrospect, you look back and go, oh, duh, it was so obvious.
But I only know one person, one, that took this trade. And it's really good. Look at that. It's
still going. Yeah, it looks fantastic. Huge trade. Yeah. It looks like Google is integrating Eigencloud.
I'm reading from the Eigencloud post from two days ago.
We're excited to be a launch partner for Google Cloud's new agent payments protocol.
So that this new massive Google Cloud AI agent protocol they're launching
is going to have Eigen as a partner.
That's about as big of a headline as you can get right there.
So, I mean, Eigen looks – so what is Eigen trading at?
It's trading at two – so the FDV – let me go there.
And it's also, like, literally good tech.
Like, I don't know if it's a meme, but, like, Eigen is really good tech,
Well, it's important, right?
It's a real conversation because so many people...
We've had the meme seasons.
There is a growing cohort of folks
who want to put their money in real protocols.
I mean, that's not room to run.
Just to all-time high, it's a tune FX.
Yeah, there's a lot of room here.
I think if you go to all... Hold on, let me move back to the... on just an all-time high. It's a, what, 2 and FX? Yeah, there's a lot of them here. Even less.
I think if you go to all... Hold on, let me move back to the...
Yeah, TH is like, let's say...
Let's do about 540, 2 and a half.
I mean, now it's at that level, right?
So you're either breaking through that
There's so many sleepers, it's pretty wild the funding is high on eigen yeah it's 100 annualized so we're not the only ones looking at this well because of
today right like look at these candles like this is dailies like the last two days are like insane
like i think it's top gain or probably in the last two days, right? Probably a lot of sign like Aster's and stuff.
That's for obvious reasons.
But if I go, where's the top gainer losers here?
But I was just surprised.
Obviously Aster, but not even.
No, that makes no sense. Maybe because it's not even no that makes no sense
maybe because it's not top 100
I can cloud your privacy I can layer
so it's up 40% it's it's up yeah so it's up 40 it's up 30 on the day yeah
it's today yeah yeah oh sorry i should put 24 hours and that's what i thought it's today
there you go yeah after aster which obviously that's a separate case it's literally the top
in crypto you know i mean but i mean the chart looks great zoomed out. And it's not like you missed the move, right?
I mean, it's been grinding up for six months, basically.
It's tapped a dollar three times over the summer, effectively.
So now it's 100% off the bottom, but it's still, again, 250% off all-time high.
This gave me chain link trade vibes.
Whatever happened to that,
but like it's giving me like vibes of Chainlink here.
Relatively low market cap to FDV ratios.
20% of the tokens are out.
So you need to be aware of that to a degree.
Anyway, so I wanted to shout this out because I thought that was a pretty good trade.
Anyways, there's a lot to cover.
Let's talk BNB in the thousands.
Yeah, that's exactly where I wanted to go.
Because then we're going to lead into the conversation about Astor.
I definitely want to go there because I wasn't on the show yesterday.
I think it happened after.
Mando did drop the cheeky BNB call on the show when?
We looked at it at seven something and said,
yo, this could go much higher.
And I was like, wait, you should pay attention to that.
I mean, look at this chart, guys.
What an incredible technology.
And it doesn't look like it wants to slow down by any means.
And we know Binance has got some fundamental momentum right now, right?
So they're close to escaping the compliance monitor from the DOJ.
Well, do you think that's a front run of that?
can that be fully priced in?
At some point it will be, right?
personally, I think it is a very strong
token. I'm not super interested in mine.
See, we talk about this guy and he shows up.
I swear to God, but we'll say Mando.
The rumor has it that if you look in the mirror while you brush your teeth
and you say Mando, Mando, Mando, it appears above your shoulders.
Like every time, every time.
How are you? Phenomenal. We're doing good. We're doing good. Um, we're just talking about this. No, you did
Oh, I know big conference
Chris your thoughts on that. Yeah
Uh, yeah, what we talking about the market well well we were talking about the market but we
kind of already went over like the market market and if i'm selling that so we don't have to rehash
but we're just talking about bnb which probably is going to lead to aster but i was just saying
to tyler and we were just talking about this how two weeks ago about 800 you're like wait
this could keep going especially with like the regulatory overhang that is starting to feel like it might go away. And here we are thousand dollar token.
I think you can keep going.
I think if this is just the beginning of potentially that headline, if
finance ends up getting a U S exchange, um, it's U S exchange back, I think it
would be, and the pardon for zz and it really unlocks finance
and the whole chain so yeah i think uh i think it's probably going to be the best performer out
of majors the next bit i i wouldn't fade that um oh on the fed stuff look i actually I didn't walk away from it being like oh my god
that's basically what I didn't walk away from being
the alts which I owned beforehand
that's the one that bounced the strongest
because I think of that Dats strategy.
But other than that, I'm, I am cautious here
because I think we suddenly get into this sort of like
data dependent situation.
And I think he cut 25 bits, but he was pretty cautious in his commentary and i think
we had initial jobless games today they came in actually under expectations the market still kind
of dipped after it we get one bad jobless figure i do think you're going to get like a not nice
couple of days let me put it that way so i actually think the volatility stays with us now
post fed i still think we're heading higher i still think bitcoin will head towards all-time
higher by the end of october but i don't think it's like oh the fed's in the back back of the
mirror now like to the races i'd be very aware that like one bad bit of data could like really set us off
and trade like that as well.
So like if you're up an insane amount on something,
I would still be taking profits and either rotating it to Bitcoin or
I, yeah, I think we're in for a period here of sustained volatility.
I think we're in for a period here of sustained volatility.
What do you make of the 10 year going up after the cut?
Yeah, I mean, 10 years are a very difficult bit of the curve to kind of judge during a rate cut cycle because like it's 10 years out.
So I think, I think it does often happen because people are positioning for it.
And it's very difficult to know the 24-hour reaction to anything
because it's like how much has been priced in,
do people price in too much, all this sort of stuff.
But my gut wasn't really like, oh, this is going to do well,
this is going to not do well after this. I do think, and I just said that I still really like, oh, this is going to do well. This is going to not do well after this.
I do think, and I just said that I still think gold, Bitcoin, money printing is all heading higher.
But what I do think is now we're not out of the woods, basically.
Like if big bits of data, the whole of the summer, in some ways, well, for the large majority of the summer summer we kind of knew we were getting a rate cut
it was always pretty high odds that we were going to get a rate cut but throughout august end of
july like it was pretty sustained odds that we were going to get a 25 bit rate cut now i think
what you end up in the situation is that if we get some weaker economic data and then POW was as kind of like,
oh, we're going to wait and see mode, but the jobs market's weak.
I think the market could have a little bit of a wobble.
Now, that's a stock market wobble rather than like a gold wobble,
but that's why I'm still a little bit more cautious on stuff now
I kind of felt like we'd be off to the races
we'd be like super dovish and all this
stuff but it doesn't feel that way
I'm seeing you being bearish with boys on a timeline
who else was saying pick one all time high when I said it I'm not being bearish. To be clear. I'm still, I mean,
who else was saying pick one all-time high when I said it?
And I don't think it's one of these,
like, my gut tells me we're going lower things.
we're going to be volatile.
And sometimes that's good for like alts,
but sometimes it can be super, yeah, it can be pretty nuts.
Everyone like dived into alts on the back of that headline.
Like I said, I had some alts which did really well yesterday,
but my gut was like that feels like it could get smashed one day um with with the way
that we're now set up for the next month or two all right well let's see uh where that goes but
we're definitely looking good this morning though let me tell you all that with bitcoin at once above one wow almost 118 guys jesus not bad not uh not bad um we're looking not so bad all right and eth is back above 4600
solana 240 i mean solana's insane uh etc we're talking about bnb right now we may as well talk
about the biggest thing that happened yesterday on the timeline. Tyler, you're all over it. Aster.
The hyperliquid of Binance, of BNB. So this is, Aster is a protocol that is a purpose
platform. The look and feel, if you look at it, it looks very, very similar to hyperliquid.
The look and feel, if you look at it, it looks very, very similar to Hyperliquid.
I think it caught on a lot of folks' radar when CZ posted about it yesterday
in a rare bull post where he even pulled the chart up and said,
I think his investment company, his fund is invested in this.
And yesterday they did their token drop, their TGE,
and it basically just went up in a straight line.
I mean, you see, you have the chart up now.
It's hanging out at 57 cents now,
effectively all-time high.
Four and a half billion FTV?
I don't, I have not done deep research on what the protocol is.
The bull case for this one is pretty clear.
This is exactly like hyperliquid.
I feel like we're going to see a few of these.
Remember the BNB meme season?
BNB defy crime season. That's what we're in for. Literally, I was talking about thisB meme season? Oh, yeah. Oh, yeah. CNB DeFi crime season.
That's what we're in for.
Literally, like, I was talking about this with Wiz this morning, Mando, and some of the boys.
I was like, go to, like, the Easy Labs investments that they made, right?
Easy Labs being the venture arm of CZ, et cetera.
Go look into who has a TGE from now until end of year and just ape the TGEs.
But I think there's money to be made over there.
They're going to write it up.
The whole $1,000 catalyst is huge.
DOJ, pardon, bang, bang, bang.
And I'm saying as someone who has no position in this, zero.
I don't have a single dollar bridge onto BNB yet.
But I'm considering, I don't know,
loading up at a hundred grand for fun, like playing that game.
Cause like, I think there's going to be something there.
What do we think for Aster?
I mean, it's clearly like, I mean,
you're looking at it on my screen right now.
It looks like a hyperliquid.
It's the hyperliquid of Binance, right?
BNB. I guess there's more toid. It's the Hyperliquid of Binance, right? BNB.
I guess there's more to it. I guess they've got their
stablecoin, like an ETH and Athena
like stablecoin mechanism
I've read through some of the...
Yeah, people were trading it yesterday.
You can say it looks like GYUX
looks like Hyperliquid, but
Hyperliquid has volume, has GYUX looks like hyperliquid, but hyperliquid has volume,
has liquidity. That's why
hyperliquid is hyperliquid, right?
It's managed to bootstrap
insane amounts of liquidity.
has that, even though it looks good.
I think the protocol's been around
I bought yesterday four hours after the CZ post,
so I was not early by any means.
It was a huge pain in the ass.
Classic. Well, I got bad news for you.
I thought of you right away. so I just saw that and and
I thought of you right away
I think that's an interesting
I mean I know what you mean
for the hyper liquid of Binance, BNB?
I mean, obviously, it's had a bit of a run-up
chart. BNB's always been a well-controlled chart. BNB has always been a well-controlled
chart. It has like the Tron aspect
But particularly over the last month,
it feels like somebody is
I bought some when we were speaking about it, right?
And I was waiting for moments to get in, and then it just kept on going high.
I was like, right, I just got to buy the bullet here and just buy some.
And it's been two, three weeks, whatever it is.
It feels like this thing is...
It definitely looks very,
I see our guest is in this too.
Andrew's in there. So Tyler, was there anything
I think we got to talk about the TokenWorks
punk strategy announcement.
Oh, yeah. Let's go there.
We should actually get Renotic on the show.
So Renotic and the TokenWorks team, they launched Punk Strategy a few weeks ago now.
They hinted that they were going to build out the infrastructure to roll this out to other collections.
And then yesterday they announced, yes, they've done it.
So the perpetual NFT machine is going – they built the tech um to to allow other
nft collections to use this type of a token and smart contract setup um and as a quick refresher
effectively what punk strategy is it's folks buy the token 10 fees 8 of those fees going go
to a treasury effectively.
And when the treasury has enough ETH to buy a floor CryptoPunk, it does it.
It automatically relists it 20% higher.
If and when that Punk sells, they will take the proceeds and buy and burn the Punk Strategy token.
Now they're rolling it out to basically every entity.
They're starting with five today.
You see them on the screen.
Ape Strategy, Pudgy Strategy, Dick Butt Strategy,
Ferb Strategy, and Nebit Strategy.
Let's go with Dick Butt Strategy.
I think they're all launching in a market cap of 50K.
So this is going to be mania
because all of these are going to go much higher than 50K.
It would be a fun wager to think
which of these is going to go the highest.
I'd probably bet on Pudgy Strategy, but that's also a little messy
because someone on iVestract launched their own Pudgy Strategy yesterday.
No Rack Guy Strategy? What is this?
You'll be able to do one.
They might not do it for you.
You're going to roll this out to basically anyone who wants it.
No rug strategy? Someone's doing it for rug
radio NFTs? It's perfect.
The community members should do it.
Rekt already has a token.
Yeah, we can't. We definitely can't do Rekt.
I know you love launching tokens, man, though.
I don't love launching tokens.
I'm thinking about the FOMO hour thing.
Man is like, should we do a pump fund?
And then Ovi was like, absolutely not.
And then everyone was like, 24 hours.
And then after that, here's what we did.
We launched creator capital market tokens
and then we launched this
I love that, there you go
50k market cap, they're going to be sniped, it's going to be chaos
and I think it's very interesting to see
which of these will perform the best.
Because there's some alpha at the lower end, right?
Because you'll get a whole lot more turnover.
So like Meebus are like a 0.7, 0.84.
So if that token gets any volume at all,
it's going to be churning through those.
Is that why those NFT collections were hard today?
I mean, Danny's saying that it's going to be a catalyst for NFTs like Beeple was.
I mean, I don't think it's going to be like a...
Danny's been saying that for about five years, brother.
Gaming season every other week.
It's like Axie Infinity goes up 5%. He's like, I think gaming season every other week. Music NFTs. It's like Axi Infinity goes up 5%.
He's like, I think gaming season's coming.
Punk strategy for me real nice.
You just know when Tyler's got a bag.
Brother, I say this to Tyler all the time.
You know when he's got a bag.
I did buy a punk strategy.
the second, because I have my notification
for Tyler, right? The second
two tweets fired up of an Aster,
I just know he breaks to BNB.
it was a very... It was a post-worthy
story. And you're up. So, win-win. And very It was a post-worthy story
And it is definitely a post-worthy
You are everyone's favorite KOL
You are the cupsy of NFTs
Dude, you're talking about a top 10
Cato Yapper leaderboard on a 12-month basis
These guys got us cooked, bro You know what I mean? Dude, you're talking about a top 10 cattle yapper leaderboard on a 12-month basis.
These guys got us cooked, bro.
Like you're talking about the top of the food chain here.
Anyways, that's enough playing around.
Let's get Andrew here on stage.
Andrew, what's up, man? Good morning.
Nice background you got there.
All these games. I got the Clano plushies and a little bit of Sesame Street and books that indicate that I might be smart.
But we'll let people judge. We'll let people judge.
Yeah, I know. I know. That's a good one. It makes me miss my background.
Dude, Andrew, congratulations, first of all, that move.
You guys sponsoring Crawford against Canelo.
Paid off pretty well, huh?
I mean, people don't realize how big that is because that event is like, I think the numbers on that are like 75 million viewers on Netflix.
And then I don't know how many people follow boxing, but Terrence winning that fight might be one of the most momentous boxing matches in the last like 50 years or something so it's it was mega and the opportunity came like literally
on a tuesday night sponsor got an x'd like we got a move can you do like contract logo content
and you got like two days to just like start doing all that stuff um so but luckily we got
like a really kick-ass team here so we we engaged everybody. We just went very, very quickly on everything.
Two weeks nonstop, day and night.
And probably a lot more things that we're going to be doing with Terrence in the future.
Especially now that he got the win.
He's sort of like our brand champion a little bit of anybody can be nobody.
Which is a slogan we love.
And I think everyone, you know, resonates with everyone, I think.
I want to get into this, into the more details about the whole,
you know, Terrence Crawford stuff.
Imagine you could use after this, like to see like, you know,
Why did you do it, et cetera?
But first, maybe why don't we start from the beginning here?
You're the CEO of Cleaner's Horse. Cleaner, maybe, why don't we start from the beginning here. You're the CEO of Cleaners Horse.
Cleaners, obviously, if you look into the Solana NFT ecosystems,
arguably, like, top collection right now.
No, meaning, like, you guys are probably, like, one of the top.
Anyways, top movers, one of the best collectors out there, doing the most.
So why don't you give us a little intro about who you are and, like,
you know, what you do here.
Well, I'm the CEO of Cleaners Horse.
Like you said, Cleaners Horse is most often associated to the NFT collection,
which to your point, I think it's top two right now.
Usually I think we launched in November, 2022.
So since then we've basically been, I would say between top three and top five,
like the whole time, just steady for the course and, and keep building.
And then because, you know,
Klanosaurs is associated to that particular collection.
And then we've done a few other things now.
So you see on the page there,
Popkins is another collection we did on Sui.
That brand's grown out into a really big thing where we're now,
have franchise partners with Game Loft for a mobile game,
Media One for a TV show and so on.
Um, but actually we're a studio and because we're,
we're still called Claynosaurs and we'll make a studio
announcement probably in October. I think we were planning around it in the next few weeks,
but at the studio level, we represent a lot of different IPs. And one of the IPs that came along
was, was nobody sausage. So, and nobody's sausage for those who don't know, and people often don't,
they're like a lot of people are like familiar with it, but they've seen it because they're on TikTok or Instagram.
It's actually, it's literally the biggest character brand
There is no bigger character brand on social media.
The only social media accounts-
Do you want to give numbers to that?
Just so people understand.
35 million followers, about a billion views a year.
And for those of you who know social media,
that is 100% organic. It's not a single views a year. And for those of you who know social media, that is 100% organic.
It's not a single bot view or follower,
which is actually unheard of at that level
because it's a single artist.
because we've got a great creative team
of animators and artists,
he reached out to us about doing things like this.
And that's how we kind of got into the pie together.
But this guy has built the whole thing on his own and gave us the opportunity to jump in across the brain. So backwards into
Web3, if you will, and building out that kind of layer. And then into these other things like
Terrence Fight. And we've got a whole other pipeline of things for the next six to nine
months. We're already looking beyond that for different projects. So there's a stacked pipeline
I didn't, I didn't know the clean or kind of start operating on like on studio level.
that's why we got to do this announcement because I think we've been saying it
in these kinds of places,
but until you announce it,
Cause like you think of Clay,
you think of the NFT collection,
obviously you guys are doing some plushies,
design like motion studio, like everything. Like I obviously have, I'm familiar with you guys and your team, uh, you guys are doing some plushies, some toys, some games, design, like, motion studio, like, everything.
Like, obviously, I'm familiar with you guys and your team in Montreal.
So it's like, I know you guys are chads when it comes to, like, most of them picture and, like, movie-type shit.
So how did anybody, sorry, nobody's sausage, enter Web3?
Because I obviously know it, like, going to scroll Instagram, Reels, all the cute little things, funny stuff.
Because we talked about you guys on the show with EZ, Tyler and I, like months ago.
So we've seen the token, obviously.
But when, how did that happen?
Like, why are they getting to this?
So actually, like, Gael is an animator, right?
Like, he's an artist on his own.
And he, because of the size of his account, he had all kinds of inflow of different people knocking on his door to do a token, do a token, do a token.
Especially, you know, token season wasn't long ago.
Maybe still here, but, you know, meme token season.
And so, you know, he's very reserved about, like, you know, it's a big brand.
So he's done some partnerships like Hugo Boss and Netflixflix um but was like very hesitant for versus web3 he came
across one of i think it was cab's um sort of like talks actually it's like an animation-centric
podcast i think it has like 800 views or something like it's somewhere in animation world on youtube
and he came across that and it's like oh, like these guys are actually in this web three thing where it seems to be there's some opportunity. However, um,
you know, I didn't, you know, I didn't know how to operate. So he reached out to us.
We kind of pointed him in the right direction and we knew the guys over at Moonpay and Moonit.
So they launched it on that. Um, we were sort of like a degree of separation there,
just sort of advising a friend with the
intent of hopefully helping on socials on our side. And then as he got into the deep end of
Web3, it just needed a lot more help on, as we all know, the noise that comes with that,
all the people, expectations, chart management, if you will, but how do you convey the things
you're doing? So after they launched in April, we just jumped in and started doing more and more
and more. And now today it's like a full-fledged partnership doing, like I said, up and down both directions.
Web3 Curious, and we kind of pitched them on it.
I know the right way to do it in our sense is like, you know, how do you build a brand that is not just leaning on Web3 from an extractive perspective,
but like building and curating fandom for the benefit of everybody and contribution from everybody and then translating that into real brand growth.
you guys are doing a lot with Moonpay.
I see Moonpay supporting it.
And obviously this nobody sausage meme is all over.
you guys are tapped in like FOMC posts already,
like all these like prediction markets.
we parted together on predictions for this fight.
It gives a really, oh, the REC drink too.
He's got the REC drink in there.
Yeah, we're doing something with REC too soon.
So I thought we're working on that.
Those guys were a great team, so we're excited.
But we're engaging on the partnerships on both sides.
And that's the crazy thing.
You can do these things with Terrence and Mike Tyson and these kinds of guys.
Warner Brothers and Nickelodeon.
Get this directionality both ways.
And believe it or not, when you're the biggest character brand in social media, you can call
And I'll tell you, Klano's great.
We get a lot of great inflow and calls and we're doing a lot of cool um but there's like this pent-up energy inside of
nobody's sausage because giles built up this great brand and it's just it's just on socials
it hasn't really done much so you can call just about anybody um and we're having a field day with
it there's like there's no door that we can't open with it dude i'm getting bulled up right now holy
shit uh we may have to buy this like post fight dip
tyler mandel we got we gotta you know that she was running like crazy to the fight we looked at
it on street like i don't know here the fight's like tomorrow well you guys know this token stuff
more than i do like i mean we just create fundamental value yeah bring the fucking value
i think people people see the fight and they're like, sell the news, sell the news, sell the news.
But we're not a one-trick pony.
We got like a hundred more things.
So, you know, I can start railing things off.
But, you know, we're going to do more things with Terrence.
I had a call with his team earlier this week, another one today.
And there's a lot more things to go down that avenue.
And it's just a bunch of stuff.
Anybody can be a nobody, like I said.
that's all they say I've been fighting is nobodies.
tell me what can you say now.
That's it. What can you say?
nice. I mean, he did cook Canelo i'm not gonna lie uh so that was good
so we kind of already went into like how you know the terrence crawford partnership came about
baba but like what does it mean because look we've seen a lot of meme coins partner with
web2 brands sports teams etc maybe not to this extent like i do think this was probably top
three biggest ever if not one of the biggest,
I would love to know what one and two are if I'm only,
I think that was the biggest.
Cause like I can't for meme coin level,
I don't know if Mando and Tyler,
I can't really think of it. But Netflix, the whole
thing was all over the place. I watched
the beginning of the fight and it was just there.
And Netflix fights are huge.
75 million people watching. I love
when fights are on Netflix. It's so much
easier. I'm so tired of pay-per-view shit.
So I thought that was genius to partner with them
when they do that. It's like, what does it mean
though for a coin now? Because you just said it. Some people just buy the news. It's like, what does it mean though for a coin now?
Some people just buy the news, the coins are, what does it mean though?
So look, I think I can drone on about like where meme tokens are today and where I think
the future is, but I can tell you also from like the studio level and what the actual
objectives are for everything we're doing at the studio, including nobody's sausage
is that, you is that the idea is
simple. All the big brands of the future, they will not exist if they do not materially bring
their fans along for the ride. The concept being that it's so competitive out there,
whether it's content or product, but specifically in content, you cannot not reward the fans,
especially the early fans, for the things they bring to the table. Watching the content, right? Like you cannot not reward the fans, especially the early fans,
for the things they bring to the table, right?
Watching the content, sharing the content,
like, and fans aren't, you know,
incentivized or paid for doing that.
You've got platforms like Patreon and Kickstarter
where fans literally have given like $8 billion
literally just to see content be made,
they get nothing in return for it.
So there's like capital formation,
there's fan contributions, and none of these fans get a single dime of the upside.
The thought at large is build fandom in Web3 because it's a great place to do it,
but it also has this advent of ownership and also blockchain and transparent ledger where we could
track who's doing what and what those contributions are and what their value is. And then that kind of is the rocket fuel for these brands to grow, right?
And so on the back of that, in those growth phases, you're rewarding these fans with material
sort of like upside that you see on the brand side, right? And you're not just saying, oh,
thank you for your contribution, adios, right. And it's too competitive to do that.
Like the example we give is like, you know, Star Wars comes out in the seventies for 20
Still a mega brand who held the torch for 20 years, the fans.
And what did the fans get for that?
And then Star Wars sells to Disney for whatever was $8 billion or something like that.
Every one of those fans has only seen Disney wreck the brand completely.
And they're the ones who actually contributed to it being a brand in the first place.
That worked back then because there wasn't as much competition.
The here and now, you need to bring the brands along for the ride.
And that's kind of this two-way channel that we think is really, really important.
So the token conveys like these meme sort of like the mimetic sort of,
you know, brand value that otherwise doesn't appear
on a balance sheet or financially speaking. But it also, we think needs to convey itself into real
sort of equity, if you will, in a longer term, on a longer term cycle, right? So that's the plan.
That's what we're working on at large. And nobody's sausage is a part of that.
I love that. I also name it always Nobody Sausage.
And then I guess last question for you.
I'm loving this interview.
I don't think it's really good.
You kind of alluded to it at the end for Terrence.
You guys obviously are a big studio.
You know what you're talking about.
It's just not like quick in and out.
So what else is coming up for Nobody Sausage?
Give us something to end the show strong.
So I mentioned REC and there's a few other, like, you know,
some of these Web3 partnerships with Pudgies and things like that.
Then on, you know, on like that Terrence line,
so there's like an athletic line, let's say,
where we think now the anybody can be nobody slogan
implies itself really well.
Terrence is our champion,
but now we're getting a lot of inflow from other athletes.
And like, so I don't know. So I'll give you an example of one i like but won't apply itself to nobody's sausage but think about this kind of person that's like this like underdog but actually
a performer or the questioned athlete if you will so think of like a jeremy lynn if you remember
jeremy lynn like basketball back oh yeah right this guy comes off the bench and like lights it up
and and everyone's getting behind
him they're rallying behind him because who doesn't love a story of like an unexpected guy and and so
the anybody can be nobody slogan i think is something that applies really well down at
atlantic channel which we've now opened up on mass then there's all kinds of sort of artistic
installations and things like that and installation sounds kind of boring but you know we're doing
some of the biggest things um that exist in this world.
So, you know, I don't, yeah, I can say, but there's like, there's one in particular that's rather infamous in Web3 and no one's done it, but we can do it because we have the size and capacity to do that.
That's going to happen in December. events and Art Basel and we can attract, you know, really great sort of artists and make these events, not just, you know, a collection of our community, but a collection of our community
coupled with like really interesting people like these athletes, like real sort of, you know,
DJs and music artists and so on and so forth. And then artists, artists themselves, you know,
so create like that really community that achieves things on both ends. Ultimately,
the brand is meant to be this like counterculture, but whimsical brand, right?
So I think when most people think counterculture, they're like, ah, it's like one side likes
The other side's like dark for the other side.
And obviously I'm not going to get political here, but we can live in a very like sort
of divided world right now.
But often you talk to people directly and like everyone gets along.
It's just this sort of like media droning that kind of ruins things yeah and so the idea is like have this whimsical counterculture
where like both sides of a joke can laugh at it and nobody's sausage does that so well and gael
in particular is like a hilarious guy like he just knows he does it naturally so this whimsical
counterculture and the slogan anybody can be nobody it applies itself all across um these
And then behind that stuff, you've got like, you know, normal licensing consumer product
stuff where we can open doors for all kinds of products, whether it's Popmart or Walmart,
And, you know, you have your high end collectible stuff and you might have a more run of the
And we've got partners that we're talking to now to engage on that stuff as well.
So it's the whole brand building bit. And don't know this but our team like you said like
how do you do the content and all this stuff so quickly we're 45 people our total team used to do
studios in montreal are insane yeah we're in montreal we have some people over in different
places but we're in montreal when you're in town you got to visit man and then the um and then
you know we've got brand guys who have done this for decades for Nike and for Louis Vuitton and for Gucci. And then we've
got marketing guys who've been doing socials for like, as well, like a decade and socials are only
a decade old. That's like the whole life. And then you've got marketing guys who did this for gaming.
They launched Assassin's Creed for Christ's sake. So we've got a kick-ass team that knows what
they're doing all across the whole time, you know, slate, if you will.
So you just plug that team in and we rock and roll.
He's a good CEO, guys, no?
Tyler's slamming the bit right now.
It's ironic because I'm the only person who can't do any of these things.
You just know that tomorrow,
if Tyler's talking about nobody's sausage,
Mando, he's slamming it right now.
We don't work with anybody.
We've been approached by a lot of interesting IPs,
big IPs that people would know. I'm not going to put them on blast because I'm not going to tell you what we didn't work with anybody. We've been approached by a lot of interesting IPs, big IPs that people would know.
Like, I'm not going to put them on blast
because I'm not going to tell you we didn't do with,
but like, Nobody's Sausage was one that we loved.
And we've been, there's people,
there's brands that we've been approached by
that are bigger than Nobody's Sausage.
And then obviously not social media
because there's nothing bigger.
And we just didn't think it worked.
So we don't just plug that team into anything.
Okay, perfect. So I love that. I love the mix like i love that you're doing pudgy and wrecked and then you're doing crawford like for me it means that you have an understanding of both sides
uh here which is fun because obviously wrecked and pudgy like two of our favorites even on the
show here i mean mando city co-founder of wrecked so it's like we love wrecked um and then obviously
we love pudgy and what they're doing there so awesome well listen andrew thank you for coming
uh hopefully we do some more stuff together when you have the next big one come in let's do some And then obviously we love Pudgy and what they're doing there. So awesome. Well, listen, Andrew, thank you for coming.
Hopefully we do some more stuff together.
When you have the next big one, come in.
Let's do some markets together and let's have fun.
Thanks, Andrew. Thanks for having me.
Let's pick two winners for the giveaway today.
But guys, that was exciting.
I like when people know what the fuck they're talking about.
You know, when people come to the show.
I like it. That was good.
I feel like they won not that long ago.
Krylox. Congratulations. Are you here? not that long. Krylox, congratulations.
We may have to re-spin for that one.
Krylox won, I think, two weeks ago.
Isn't it like a one month...
Yeah, that's what I thought.
I mean, that's a known rule.
You have to pre-put on ice.
A. Patel 42. A a Patel 42 a Patel 42 and then
See you better a Patel 42 Tyler. We're gonna get him on on Planko today
Hey Patel is here. Let's fucking go and
Lamb Chop like last week.
We're putting you back on ice.
Alright, right? It's bugging. Basil? Oh, I don't think he's won. Has he won?
Has Basil won? I don't think he has. We fucked with this guy. He's been posting clips.
He started clipping us. I noticed that. I noticed that over the weekend. I don't think he's won. I don't think he has. And we fucked with this guy. He's been posting clips. He started clipping us.
I noticed that over the weekend.
It was like a year and a half.
It was back in our robot days.
Well, you know the rules.
If you're watching us on,
if you're a new watcher watching us on X,
if you get on kick.com forward slash djens live
and sign up to us every day,
we pick a winner to come and win some money on the show.
The reason we're doing two today
is because we didn't do it yesterday.
And tomorrow we're picking two as well.
the thing is we pick a lucky subscriber to give the subscribers a chance to win even more.
So here, Tyler, what do you propose that we do here?
Let me take a screenshot.
So if you're picked, you win $500 right off the bat.
So congratulations to our two winners. each make 500 usdt now you have 500 to spend uh on yeet i do have to go in
a second i'm gonna be on ethos's dream in a second so if you don't catch me here after this
you catch me there what should we do ty uh should we just rip it thousand dollar amount and then
like they split in half the the gain it's like yeah Yeah, let's do that. We could do four $200 balls.
Maybe lower the variance a little bit.
Low volatility. Let's do... No, that's Four balls is 250. Low volatility.
It's time to empty the casino.
Well, there's four balls.
So, congratulations to our winners.
All right. Here we go. here we go here we go come on
uh-oh even on low tyler even on no the other way the other way oh no they just want so they still
made money i just don't know how much but they made a little bit of money i think um now they
may have made like 100 bucks bucks more each. I think.
We'll do the math and we'll pay you guys.
So you still made 550 ahead.
And with that, with that, with that, we'll sell tomorrow morning, 10 a.m.
It's 10 at a time for the episode of FOMO Hour on ROG Radio.