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FOMO HOUR: TON NFTs, NPM HACK, MARKETS & NEWS.
Recorded: Sept. 9, 2025 Duration: 1:01:09Space Recording
Short Summary
The TON ecosystem is witnessing explosive growth with the launch of new NFT projects, including a collaboration with heavyweight champion Oleksandr Usyk for NFT stickers. This partnership is part of a broader trend of integrating NFTs into social media, with Telegram users rapidly adopting these digital assets, leading to significant sales and engagement.
Full Transcription
Thank you. check
yo yo yo
check check
one two
what's up
what's up
what's up
what's up
yeah I think it
Charlie I do think
the echo is the phone
I do think it is because it doesn't pick so what I to say is I'm just fully just put the phone in my drawer
Yeah, I think it's that I think it's that it does sound like that. Let me see now
Check check check check one two check one two. Yeah, okay
There's a big chance that was a problem
Because you can't fully mute it.
All right, we'll see after.
When we upload everything.
What up, what up?
What's up, everyone?
We got a big show today.
Ton of NFTs.
Hoo, hoo.
Yep.
Yep, yep.
Those ones.
The plush pepping things that you're seeing sell for a fucking ton of money.
We'll talk about that today.
What's up, Harry?
What up?
Spaceball, what up?
eBay, what up?
Paps and Clark.
What up?
Next, what up?
Ari, what up?
Trackify.
What's up, Dobbins? Meg, Azara, Tyler. What's up? What's up, Harry? What up, Spaceball? What up, eBay? What up, Pabst and Clark? What up, Next? What up, Ari? What up, Trackify? What's up, Dobbins?
Meg, Azara, Tyler.
What's up?
What's up?
I see Victor's already in the studio.
He's already on the spaces.
We'll get to you guys in a little bit.
I see the fam.
Feel free to bring the Ton account, Victor, if you guys want.
Like, extra exposure.
We'll get you on stage, blah, blah.
And everybody.
All right, Charlie.
Kick it, blah. And everybody, all right, Charlie, kick it, baby. Thank you. Yo, yo, yo, yo, yo, what up, up good morning good morning dmg jens gmgm
tuesday taco tuesday i'm actually having tacos tonight
tuesday uh september 9th 2025 look. Another beautiful day. I have a beautiful day.
I got my co-host in the house.
The one, the only, man, Miss Lynch.
Tyler, good morning.
How are you doing today?
I'm good.
I feel like today, this whole week's been off to a fast start.
A lot going on in September.
Looking a little bit like September.
We're just grinding up.
We are grinding up.
What happened to our Bears?
Yeah, rough night.
Rough night for the Chicago Bears,
which is symbolizing what is going to be a rough month,
perhaps four months, rest of the year for Bears overall.
So the Bears were up big.
They lost it in the last quarter there.
Well, it wasn't great.
The Caleb experiment, not looking like it's going too slow.
Well, you only lost by three points.
You're making it sound like you got walked over.
Yeah, they were 86% favorites, so maybe higher.
So they were up big.
And then they gave up three touchdowns in the fourth quarter.
Lost it.
Myriad Byers in shambles right now.
I think the predictors were ramming the Myriad Bears line,
if I'm not mistaken.
This is actually the beauty of prediction market for sports betting
is that you had ample opportunities to exit your position.
So if you got the Bears at 50%, selling them at 85%,
you capture 70% of the win.
Damn.
And then if you picked Vikings at 6-1 live,
it's 8.
So there were some opportunities last night.
What a cook.
What an absolute cook that is.
That's actually pretty well.
Hold on.
My phone wasn't a thing.
I'll put the ton page up.
There you go.
There you go.
We're excited to talk.
We'll get the victory on.
I'll get all the lads on now because I'm putting my phone away as it echoes these days for some reason.
And then we'll get you guys in a bit. Speaking of what, speaking of what, there you go.
Put the phone away. Today on the show, we got a fun show for you all today.
We got actually a packed show. It's going to be a really interesting one.
So we'll talk Bulls v. Bears. There's some, I mean, it's again, like news, news, news.
I saw Doji Tf news of yours actually
uh so you know again uh headline day uh as expected you know it's not like we've been
saying everyone's going back to work in september uh you know the second y'all leave the hamptons
you know stuff starts pumping again uh so we're talking about that mando is out for the day but
don't worry we got some special guests uh who are already on stage and will be in the studio with us on StreamYard later in about 23 or 25 minutes to talk about Taunt NFTs.
But also, like, in general, like, I'm curious, like, you know, what's going on in the Taunt ecosystem.
Actually, this morning they got lists on Gemini.
I just saw that before and they got Coinbase last week.
So the Taunt eco is popping.
Plush Pepe sold for $120,000.
That's what you said in the report on.
So we definitely have a lot to talk about because NFTs are happening,
but perhaps they're happening in front of our faces.
So definitely excited to cook with them.
Then we'll do a yeet giveaway at the end of the show.
As usual, and last but not least, this show is powered by Wallet Connect.
Wallet Connect is a connectivity network shaping the future of on-chain US. If you've connected to Web3 app, you've seen Wallet Connect. That blue logo, it's everywhere. An icon of trust in crypto is recognizable as Visa at checkout. Want to learn more? Follow Wallet Connect on X and Telegram. Actually, there you go. Telegram. Ton code it to stay ahead of what's next. And then Kraken Pro. With Kraken Pro, you get full control over your layout,
drag and drop any module, customize it all.
It's clean, it's smooth, and built for real traders.
If you trade crypto, check out pro.kraken.com.
Trade without trade-offs.
Tyler.
For daily NFT and crypto analysis.
Tyler D on FOMO.
Our cause to kick it.
Great a bachelor.
Folks, crypto majors were green this morning,
now slipping red.
After the jobs report just came in,
they revised down the latest numbers by about 900,000.
So I don't know why we're even reporting these numbers.
They are total nonsense.
The market does not like that revision.
We have Bitcoin down 112, 100, ETH down 0.3%, 4320.
So still up a percent at 216.
So not a huge sell by any means.
Stocks also have flipped red.
Gold was at an all-time high.
Just when we hit it, oh, my God. Gold is soaring as we speak.
So the market likes gold. Gold at $3,700.
Hitting $3,700 for the first time live this morning.
So gold responding well to the jobs revision.
We had odds of a 50 bips cut jump to 19% on Polymark.
I think they're 18% now, which is actually a pretty big discrepancy
between what the Fed CME has, just 8%.
So we'll see which pool of predictors is correct on the odds cut here just in a little over a week.
That's next Wednesday.
We'll get that result.
So back to crypto headlines.
Hype hit a smashing all-time high.
high overnight hit $55 amidst its ongoing stable coin auction.
Overnight hit $55 amidst its ongoing stablecoin auction.
We had the Bitcoin ETF's biggest day of inflows in a month yesterday,
$364 million.
So that trend is changing here.
We had the NASDAQ proposals with the SEC for tokenized stock trading.
This was interesting when a senior advisor to Vladimir Putin
claimed the US is using crypto and gold to inflate away its debt
at everyone else's expense, which there might be some truth to that.
I mean, that's bullish, right? We'll talk about it.
Yeah. Tom Lee gave a new Bitcoin target, 200K, by the end of 2025.
Cantor Fitzgerald launched a new Bitcoin fund that also pairs Bitcoin with gold.
And then security researchers and Ledger's CTO,
you saw this yesterday, if you paid any attention.
They warned of a large supply chain exploit that could impact apps and wallets.
Users were advised not to use the blockchain at all.
So far, the dust has sold less than $500 in exploits.
So not a whole lot of damage from this one.
I think folks are kind of back to interacting as normal.
In corporate treasury news, another busy day. So Hashkey launched a $500 million
debt focused on Bitcoin and ETH. We had that Tom Lee moonshot investment.
Oh, baby. Octo stock went up 30X yesterday. At one point, it was up 55X.
Tom Lee had turned a $20 million investment into over $1 billion on paper.
Jesus Christ.
Arguably probably one of the single best trades of all time. I don't know his ability to close that,
but he actually caught a little bit of FUD on the timeline for investing in assets besides
ETH. We'll get into that later on. Then the Lion Group, we might see more of this. They are going
to reallocate their corporate treasury from Sol and Sui and into hype.
So a bit of a debt turnover there.
In token airdrop and protocol news, Calci, $440 million in sports betting volume.
In NFL Week 1, they're reporting.
So huge, huge numbers there.
OpenSea, huge suite of product announcements, new AI mobile app, a new flagship NFT treasury fund, and new rewards.
A new rewards program as they sprint towards the C token.
And we're going to learn more about that in October.
MegaEath introduced a new stablecoin, MUSD, in partnership with Athena.
PumpFun introduced Mexi Mondays.
We talked about this yesterday.
It was breaking live during the show.
New initiative to list one coin per week
the first coin tbc popped 60 on that news rounding this out in meme coins meme coins were green on
the day i'm sure they're probably pulling back a little bit now launch coin was the story of the
night squeeze is a short had a bad day it was seven million dollars short liquidated it briefly
sent launch coin to 125 million it's back to $90 million this morning.
So it looks like it was simply just a hunt.
And then SPX got listed on Coinbase today.
So that's a big day for SPX.
Then NFTs, one piece of bad news, Christie's.
Announced they've closed the digital art department.
And multiple staffers let go.
So perhaps end of an era there.
Wow.
Just like yesterday, dude. That was a lot, man.
That was a lot. Let's start with majors and data because we just got some data that's, I guess,
not so great, but that's causing a little bit of red. But it's also, I'm seeing coins bounce
again here. So it's like,
even that's not making it like,
what's going on?
Take me through this data.
We just received Mr. Tyler.
Yeah.
This is where we're like in a little bit of bizarro world.
So the, the data,
and I saw it from Delta one.
Yeah,
right there.
I found it.
So the last jobs revision is 911,000.
I'm not sure exactly which month this is tied to or if it's tied to a quarter.
So I don't have the specifics on this.
But anyways, the jobs that we thought we had were artificially inflated.
The reality is almost a million jobs lost.
So what does this mean?
The Federal Reserve's job is to keep people employed,
healthy economy, and to manage inflation.
So we know inflation has been somewhat manageable.
The tariffs have been impacting it,
but arguably transitory.
But the job market has been going the wrong way.
And the data shows that picture very clearly.
So the setup is clear.
We are going to have rate cuts as part of this.
I think now the question is is how big are rate cuts are we gonna go fed watch well let's go check it out i mean
tyler i can't believe i closed that you know i i'm like i'm i hold the most insane positions
like the riskiest positions up and down seven figures like it's nothing and then i'm up like
3x on a 250 size polymarket bet and i closed that and then what was up nine i'm trying to
load this page for everyone because we called it on the oh it's unavailable now look at this
yeah it's been struggling for me too today. Bullish. Very bullish.
Let's head to Polymarket.
We're seeing some big volatility on Polymarket as well.
I'm saying 16%, but there's a big spread.
Basically, you have to buy at 17.
Yeah.
There's bids at 15.5.
It's a little bit of a spread, but right around 16%. And I grabbed a screenshot.
It was just 7.9% on the CME this morning.
So that's a big disconnect.
I did see a headline that one of the Polymarket's biggest whales and best bettors put a position in on 50 bips.
So chances are they're being copy-traded.
Yeah.
So maybe that's swinging the line a little bit.
I'm in the 50 bips camp.
I don't love buying the odds at 2x what the CME has.
We called it that 2%.
I wouldn't be buying 16.
That's so painful.
And I just was too lazy to get money into the market
if you got in
anywhere 2-5% I think maybe
taking some profits here
makes some sense
just because even if the setup is right
even if the setup is ripe for 50 bips
and I think that it is too late pal
too late once again
he it doesn't mean that he's going to do it for 50 bips and I think that it is too late pal, too late once again.
It doesn't mean that he's going to do it.
There's a lot of other things.
Yeah, so there's that.
So that's why you saw Pump this morning
and the slight little dumb people
were still within range. We're still looking good.
Ethereum
still hanging at 43.20.
Solana, I mean, again, the story of the day, right?
I think it hit almost 220 this morning
Yeah, I woke up a little over 218
Yeah, 219, exactly
The most important ascending wedge in crypto
See again, the lines
I'd argue it's the hypersending wedge
I like the sole ascending wedge
It looks good
There's another good one to follow here It's Dogecoin Sola Sending Wedge. It looks good. Looks like it wants to be a cop.
There's another good one to follow here.
It's Dogecoin.
So there was some good news this morning
for the Doge holders.
Looks like a Doge ETF is going live on Thursday.
This one wasn't even on my radar.
Balcunas was tweeting about this.
Memecoin ETF are about to kick off.
DOJE is the ticker for this ETF.
It's going
live under this 40 Act. I don't know exactly
what that means.
It feels like it's somehow passing
this list of approvals because there's a
huge queue of ETFs
that the SEC is waiting to sign off on.
The Blockbuster
the Blockbuster
sole ETFs,
SRP,
all the major ETFs that are coming are in this line.
And somehow, there's some
rules that a few of these ETFs are able to
squeeze around. Now the reality is
don't expect Blockbuster volumes
in this
kind of one-off ETF, but
I think we're going to get out of it.
There's like no way it's bearish.
Like I don't think that's priced.
What I was talking about, like I tweeted about this as well after I started
to post, but I was talking about it with some friends this morning is like,
we haven't had a real big Dogecoin run yet.
I understand like we put, like we had a little run here.
Was it earlier this year?
No, it was here, right?
Cause that was way back. No, it was here, right? Because that was way back.
No, it was here.
Sorry.
We ran a little bit at some point this cycle, but then it hasn't had an insane cycle, right?
And you kind of need Doge to go for the rest to go.
And that genuine thing that you could get a silly season.
If Doge gets momentum from ETFs and then DATs,
and we know that DATs are here,
and they're going to be buying a lot.
Wasn't that Doge DAT that wants to buy a billion Doge?
Oh, yeah.
I bought the stock of that.
The stock has done a terrible acquisition.
Of course you did.
You love buying these DATs, bro.
I've slowed down.
I've slowed down on buying DATs.
The DAT trade has been a painful trade
outside of a few winners like Octo.
So it's called Clean Core, right? Clean Core
Solution. That's
the one you bought, right?
I was in a different one. So maybe there's
a handful. No, there's a new one.
I'm not even remembering. I have to go
back to my Robinhood account to even
see what it was called.
But yeah, so
there's DATs coming. They're going to be buying some Doge.
You got the ETFs coming. So it's a decent setup.
Can you imagine if the November Doge
top is not the cycle top?
If it goes higher,
what happens to the rest of the
meme market? I don't know,
dude, but that would be...
If we tap back over here, it just would be
wild. The meme market would be
insane. I mean, you need PCs, right?
Bond guy, he has this thesis that he talks about a lot that you need Doge to go for all the memes to go.
Like have a mega season.
He talks about this a lot.
You should be praying for Doge to go.
Am I going?
I don't mean going from $20 billion to $30 billion because it's done that like three times in the cycle already.
You know?
Yeah. I'm talking about 3x
37 billion so
if it does the 75 cents
and it hits 100 billion like that
if you really like we mean for
a coin to 10 like you probably need
doge up above 50 right
like
50 for a scenario
like that to happen
I need a doge hat well above 50 for a scenario like that to happen.
100%. I need a Doge hat.
Yo, you need a Doge hat. What the hell?
We got to get you a Doge hat
for sure. But anyways,
what else?
What else
in the hood here, Tyler?
We talked a little bit about debts.
Tom Lee, in his disclosure yesterday,
disclosed this $20 million moonshot
in this Octo stock.
It's 8co Holdings.
And I mean, this is one of the craziest days.
I'll just type in Octo stock.
It went up literally 30x yesterday.
It was like a $4 million company on Friday.
Starting at $150 million today.
At one point, it was up 55X on the day.
Just insane movement.
So the take that altcoin season is happening,
but it's happening in equities and not for our crypto tokens.
I mean, there's a little bit of truth to that.
Anyone who caught that, I mean, you basically had that insider info to hit the full 30X.
But if you caught the news and traded it on the open yesterday, there was still a decent
trade.
Like there was still like a three to four X to be had live during the day yesterday, which
is pretty crazy for more traditional markets.
So that happened.
And then in Sharplink, bit of a surprise.
They didn't buy any ETH last week.
Saw that.
And they spent $15 million buying back their SBET shares
because they said they're undervalued for what's to come.
So showing a little bit of constraint that if the MNAB is too low,
they're not going to buy.
Guess what?
Sharpling stock is up 4% today.
So maybe that's the secret now.
So I think the market liked that a bit.
So the debt trade, they've got a few tricks up their sleeves still.
Yeah, I think debts's far from being done
I mean traditional markets are really
good too right so
how did the traditional markets react to today's
jobs yeah let's see
they're still up
they're still red or green
yeah it looks like they're kind of
I think we'll take flat because they're basically
turning it all time
gold back a little gold still 3690 I think we'll take flat because they're basically turning it all time.
And gold back a little bit.
Gold's still $36.90, so it's still green.
Gold is insane, though.
This is just the wildest chart in the planet.
Look at this.
It's outpacing Bitcoin on the near term, for sure.
But typically, gold leads, then Bitcoin.
How is this historically gone.
Maybe it's setting us up for a decent second half of the month.
Brother, look at this monthly chart on gold.
Jeez Louise.
And this is my mental model
for what the Bitcoin chart is going to look like.
Yeah?
Over a decade.
So look at this from 2001.
So let's say from here, right?
It's 2005.
I think the ETF, theies F came in 2004 I want
to say. Yeah it was around here but it had a first run up then it got turbo dumped right
right there how how what's the that yeah November 25% 2004. Yeah in 2011 it dumped 45% all the way to 2016.
It dumped for a long time.
So it had seven years of up only.
And then it had, what, seven years of sideways?
Four years.
Four years of down.
Four years.
But how long until it gets back to even, basically?
And then it went back to even 2020 COVID.
So nine years.
Yeah.
Wow.
Are you ready for the next nine years of chop,
Tyler?
You have to,
of course it'll be different markets.
There'll be different factors in the calculus,
but you do have to think about that.
Nine years of chop.
Nine years at 100,
between 110K and 120K.
Are you ready for that?
I think you,
I'm prepared to just to hold Bitcoin
for a very long time.
I think there is a number
that if you think it is
at a very explosive top.
Of course.
I think it makes sense to sell some.
So I love that.
There's definitely a lot going on.
Anyways,
there was some other fun news as well.
And we're going to get to the ton folks in a little bit all in the
studio.
But in the meantime,
there was some other stuff could cover here.
Yeah.
I mean,
we've been talking price action.
The last one hype in all time.
I can't talk about it.
Token looks great.
It's not slowing down.
Hype 55 is our code.
Oh, is that the code?
That's funny.
It's amidst this ongoing.
All these institutional players are basically trying to sweet talk hype holders
to win this USDH auction.
So what's going on here?
I wanted to ask you because there's like CELs getting involved.
You have Jan Van Eyck himself just like in the trenches kind of like talking.
Did you see this tweet here?
Yeah, this tweet's hilarious.
I didn't realize that Cat and Hyperscan had 1.3 billion in hype.
So they control a massive stake,
but I'm not in the weeds on this,
but as I understand it,
the hype holders will get to vote on these proposals for this USDH auction.
And so now basically they have to,
the people proposing have to kind of make the pitch to,
to the big holders, right?
And Kat holds 15%. And then he made this funny post that basically talked to me in Kat terms, which is kind of a similar times for what's happening in the crypto streets.
So that was a fun story.
I think another fun story that's not being talked about enough is a bill in Congress now is going through basically setting up the infrastructure for a Bitcoin strategic reserve.
So this bill directs the U.S. Treasury to produce a report effectively on the feasibility and governance of a federal strategic Bitcoin reserve, the operations, how it will work, how they custody custody Bitcoin, how will they secure it, how will they account for it.
So it's setting up a true framework for how the U.S. will ongoing manage a strategic Bitcoin Reserve.
Now, the scope does not include buying here, but it is, I think it's not a huge stress to say this is the step that you need to put in place before you start taking action against a Bitcoin strategic reserve.
So this has cleared the House Appropriations Committee.
It will go to the House floor here soon.
I think a 90-day window.
Okay.
Once enacted, what also jumped out to me about this,
the UAE, United Arab Emirates,
they held 6,300 Bitcoin worth 740 million just via mining.
So we've talked about how the U.S. would potentially build the reserve.
I mean, mining is real numbers, right?
So like the UAE has got nearly a billion in Bitcoin just from mining.
So I think that's a very real avenue that the U S could pursue.
So definitely a story to watch. And then we got to talk OpenSea, right?
This was, I said, this was one of the most bullish announcements in OpenSea history.
Maybe the biggest, maybe the most bullish.
Yeah. I mean, I don't think there was anything else besides it's been a while, right?
I mean, other than just the fact that they were going to do a token, I guess,
but that was
this has been so long ago now. But
a series of announcements yesterday
updating their product suite. So they're going to have a
reimagined OpenSea mobile app with AI
native trading, a new
flagship NFT collection. They're going to have a seven
figure treasury to help build this out.
Historic and emerging NFTs. They already started
with buying a CryptoPunk, CryptoPunk 5273.
And then they gave new details around a final pre-TGE reward space
in which 50% of their platform TVs are going to funnel to user rewards.
So big updates.
I've had the historic OpenSea app on my phone for a handful of years.
It's pretty awful.
I mean, boy.
You can't really do much on it.
It was time for a better app.
So I'm happy to see them lean into that.
I think building an NFT treasury
makes a ton of sense for them.
It shows alignment with their user base.
Yeah.
I think it's a way to win some sentiment.
Now, they're going to get some flood on the amount.
It's a million bucks.
But it's better than nothing.
Right.
And it's a start.
And then this incentive platform,
this incentive program is pretty big.
So now 50% of platform fees,
1% for entities,
0.85% for tokens are going to power this prize vault already seeded with a
million bucks of OP and ARB tokens.
And users will have a chance to win their share of this vault so so new
incentives basically impact here expect farming to go up so i'm expecting in a t volume to go up
i'm expecting floor prices to go up as well as a part of this and then the last piece of the
announcement we will get c details new c token details in october There's ATG in October,
but I'm expecting some concrete details,
not just like, okay,
like an announcement of an announcement.
I'm actually expecting we will know tokenomics
or something serious about the seed token.
So the moment folks have been waiting for,
it is coming.
I was looking at the three-month numbers.
For Ethan FTs,
OpenSea has a 51% market share over the last three months. It is a billion-dollar in volume market just over the last three months. And so they're doing $500 million. So some decent numbers. They've got the token trading. They've got a better app. They've got the incentives.
They've got a better app.
They've got the incentives.
Objectively, people love to flood OpenSea.
I think this is the best setup they've had since 2021.
Yeah.
I mean, they're in a good – we just need NFTs to move, right?
But they're definitely in a good place right now,
and we're hoping that that opens –
I mean, NFTs, punch for $200,000.
Like, punching P1s are $45,000.
NFTs aren't at bottom prices.
I get that.
NFTs are doing good, and we're going to talk about them in a second.
Yeah.
We've got more NFT coverage for today, so stay tuned.
Stay tuned.
We're almost there.
I see the whole Taunt team's on stage with us.
Holy shit.
On the Twitter spaces.
Just a reminder, because there's also a lot of that crowd that may not be following us on a
daily basis. We do host this show Monday to Friday, 10 a.m. Eastern Standard Time.
It's the best show in the world. Not biased. It's true. And we host it on audio, but also video
where you get the best experience. It's on kick.com. You're all familiar with kick. I am sure of that.
So check it out.
It's pinned at the top of the Twitter spaces as well.
I've,
I've pinned the,
I've pinned the,
the kick stream link.
So kick.com for slash D gens live D E G E N Z.
And at the end of the show,
we always give some money away.
Actually,
we give a lot of money and we've given $2 million away in the last two years on the show.
So make sure you go.
And the code today, if you want to have a chance to enter that, go to Kik.
Yeeterboards, you'll see it there.
It's pinned on the Kik chat.
It's hype55.
So make sure you check that one out.
Anyways, Tyler, any last things before I let the taunt folks on the studio?
Yeah, I guess that's a security issue from yesterday, right?
Yeah, that $50 that was stolen.
Can I use my $9 on chain again?
It was, I mean, it felt like it stopped the CT in its tracks.
That's what everyone's there doing.
And I mean, it's good to take security seriously. Right.
I feel like not many of us,
besides like the true technical experts,
really had a good read on what the issue was
and how folks were impacted.
And then it looks like most of the teams
who were in the scope of who could have been impacted,
they did their updates.
Most issued,
okay,
we're clear, you're safe to transact. Most issued, okay, we're clear.
You're safe to transact.
And the damage was very, very minimal.
So I think good outcome for what could have been a much worse situation.
The last thing we need is a massive widespread.
Please.
We're looking good again here.
We definitely don't need that.
So there's that.
And it looks like all the
hackers got was 50 bucks. Please be careful
with the phishing and stuff.
Everyone needs to be careful. It's
tough, dude.
It's actually hardcore out there.
The hacks and everything going on
right now. CME website is back
up right now at 10%.
Interesting things
happening right now. Maybe too late.
Powell is going to turn around here.
But anyways,
all right,
well,
let's go to today's guests.
We have Victor,
Jacob,
and Ethan in the studio here.
Let me bring all of you up.
That was a triple.
It's a packed stage here,
Tyler,
today.
Victor,
Jacob,
Ethan,
what's up,
y'all?
Good morning.
Farouk.
Thank you for having us.
GM, Tyler, how are you guys doing today? Happy to be here.
We are fantastic today.
Just like every other day.
I mean, it's the Golden Bull, Corn Moon.
It's the bottom. That's it.
It's our time to shine, baby. So we're doing great.
Ethan, Jacob, how are you guys doing today?
Can you hear? I can't hear you guys.
I still hear-
Ethan microphone.
He's still having an issue with the mic.
He'll fix it shortly.
Jacob, we can hear you.
What's up, Jacob?
There we go. What's up?
That's me, unmute.
Yeah, thanks for having me.
Glad to be here.
Yeah, hell yeah, not here.
You don't need to unmute on the spaces.
You're good.
Just on the computer.
I got you.
But, Dad, good to have you guys.
I mean, Tyler, that was a good shout getting the Tana NFTs folks on here because, or Tom
Box in general, but I know you guys specifically work on the Tana NFT side a lot.
Tana has been getting a lot of attention this cycle.
That's for sure.
Now I'm seeing Pavel Dura also being a little more vocal about it so you love to see that we had some dats as well
tyler a big ones big ones for ton so ton is definitely up there as one of the the biggest
stories of this cycle so far tyler take it home baby yeah victor i mean let's maybe just dive
right in like what's happening overall time i mean it's the plush pepe has caught my attention but I'd love to
kind of hear firsthand from you it feels like there's a lot going on
yeah absolutely well thanks for having me thanks for the question it's a great
one to ask I also will pin on Twitter at the space my pin post so for everyone
that is interested in the NFTs could actually circle to it and check it out too.
There's like all the context.
So if you guys watching, listening,
add it to the bookmarks, go for it later.
It will take you hours.
But in short, TON is the open network.
It is implemented at the deep level
into the Telegram for sort of different functions.
And that includes several in regards to the NFTs.
One of them is Telegram NFT usernames.
Then there is anonymous numbers.
And now there is also Telegram NFT gifts,
flash peppers.
We're going to get to it in a minute
and tell you all the alpha.
And then there is Telegram NFT stickers
and the NFT 2.0 standard for them.
So there is a lot happening.
Yes.
And I think it became very noticeable
for everyone in crypto for a long time they've been kind of a little bit skeptical and slow at
ton ecosystem not paying much attention but for i think two or three months ton now is the second
blockchain by the 24-hour volume across all chains second after ethereum and there's been a day for
it flipped ethereum volume two but that
being consistent and if you go through the thread that i've pinned there is going to be the part
with the data and all the links to the dune dashboard so you can track all this data and
there's incredible threads on my page written as well uh but yes it's been phenomenal ride and
journey and speaking of the plush peppers bro do you have any parouf have you got a plush pepper
tyler i got a 120 000 telegram sticker what do you mean well look if you don't have one it's okay
it's fine at least you're aware about them but i have a watch someone gave me like a virtual Rolex. This is a good start. Yeah, there you go. I mean, I've got maybe like 30 or 40 Swiss watches, but they are incredible. Yeah. So here's an example of several big brands that already got also plush peppers. And the fun thing though, I wanted to mention is that the plush peppers firstly exploded to the all time high after the Snoop Dogg came in and they've reached like 16 and a half thousand dollars floor price i think at that point and that's where
a lot of brands are coming in as well and you can see that the plush pipe is actually the fifth most
expensive nft collection across all chains it's competing with very well-known brands names and
you can see it for yourself and today the floor price is back to the 15 000 after the
recent dip and i think at the dip it was like 10 000 maybe nine and a half the lowest and then
recovered steadily back up to the 15 now and uh yeah i mean there is a very small supply of the
plush peppers it's 2823 of them i believe in existence and you can spotlight them directly on your telegram profile
so it's like literally if you go to the telegram and you find someone you know the same username as
on Twitter you'll see a set of gifts in my profile and you can see there is an example a little higher
for if you could at the threat that you're going through here you can see there is several
influencers as well doing the same thing so that's how your telegram profile would be customized that's how
it would look like and then when you click on one of those gifts it would
expand the details or the background of the model of the rarity and even the
floor price is now displayed so you would know how much the someone's
collection that I wearing for their telegram profile works but yes imagine
social media small supply collection over a billion monthly active users and less than 3 000
nfts uh as a plush purpose it's phenomenal but speaking of the numbers though uh there is 1.4
million people that own telegram nft gifts already wow and there's 380 000 who is trading them big numbers and i mean it
makes sense it feels like telegram usage just feels like it's kind of up into the right more
and more just crypto twitter native folks are are moving over at least using both right so like the ability to flex natively on telegram like i see the i see
the bull case it feels like from my perspective the the ton ecosystem excuse me is like its own
it's like its own world it's not a whole lot of overlap.
Yeah. What do you think that is?
I guess, do you
see that? So when Plus Pepe's had
their huge run, when Snoop Dogg had his million-dollar
drop, I didn't
see a ton of chatter about it.
No, they're actually about
the Snoop Dogg one. It exploded
the news. I think it's been trending on X
as a news of that day.
And the reason for that was that they sold in 30 minutes just a little under 1 million NFTs.
And that's been an absolute record.
But actually, I wanted to say this record being beaten by the Telegram itself on its birthday,
day they dropped 996 or something like this thousand nfts and it's being sold out uh in two
minutes 57 seconds so almost a million nfts in less than three minutes that's the absolute record
for crypto ever across any blockchains i don't think so it's replicatable by anyone else
so someone's listening to the show right now and they want to get in on the action.
How does it work?
How does one go from, I'm just using Telegram to chat,
to I want to buy a Pavel cap or I want to buy a Plush Pepe even?
How do they do it? Where do they go? How does that all work?
Yeah, this is actually a perfect question.
So first of all, i would suggest to read through
the thread that is on my page that is right now for going through and this has all the resources
you needed there is video step-by-step guides there is all the data parook is now overviewing
all of it having fun clicking everywhere i'm glad you went actually exploring a little bit because
that's what it meant to do uh but i suggest to go through the thread to at least understand better what's happening.
And then in reality everything is directly in your Telegram. You don't
need to go anywhere else. It's just one single app and you can have a full
experience. So Tone Wallet is implemented directly in Telegram and just search
at wallet in the search bar and it's the application with a blue check mark. And
then from
there you start you create your wallet you find it with ton and you add a moon pay for example very
simple and then from there you can go if you want to get let's say telegram and if to gift there is
a few on chain and off chain marketplaces one of them let's say would be tonal or portals they are
mini apps inside of telegram so you just type portals literally like
a few letters and you can go and just start exploring directly in there you can find from
your wallet that is directly in your telegram once again you'll be able to connect it and everything
and then find the gift that you like and just go ahead and get it for yourself that would be as
simple as that and then that would appear on your profile and then you can just click where
and that would be showcasing to the public on your banner.
Anytime anyone goes to your profile,
they will see the gifts that you own.
But this is in regards to the gifts.
Very simple and very easy onboarding process as well.
I think that's one of the reasons
why there is over 1,400,000 people already owning them. I think it's one of the reasons why there is over a million, 400,000 people
already owning them. I think it's closer to one and a half million now. But another way to get
Telegram NFT gifts, because they continue to release the new ones and new collections, as we
just mentioned, one being sold out. Well, the last time they released, I think, five collections or
something like this at a Telegram birthday. I've been sold out very quick.
And as they release new collections, you can get them directly with SARS, which is internal currency of the Telegram on a platform.
And then later, as they release the updates, you can upgrade them into your new collectibles, NFTs, and trade them for TONG on all the different marketplaces.
And yeah, Plush Pepe is the number one, the most expensive NFT gift.
And I don't think so there is ever going to be anything
that's going to challenge Peppa culture.
And plus, it's a great art to everything.
It's like not every collection really fell into the heart
of every single community member so much.
But there is a few.
Like you've mentioned, Swiss watches is a great
collection to plush peppers there is also Sailor Moon Dura's caps toy bears is a
very cute collection it's like if you go through you'll find a few interesting
ones but when it comes down to number one it's a plush weapon there's never
gonna be another one and it's already became very evident and even when the
market been dipping we had some correction happening whales actually been very strongly just supporting
the floor of lush peppers and been waiting for even lower prices to actually start accumulating
and like tens and hundreds of peppers but it's never happened even me myself i've i've been
expecting the dip uh down to like 2,000 tons.
It's just never happened.
And so I'm left with only four plush peppers now.
So, sorry.
Don't have a fifth one.
That's crazy.
So a bunch of people said, I thought it was like a scam. I got all these birthday gifts on my Telegram.
That's why I'm on my phone.
This is great collections as well.
And whenever someone has a birthday of my friends,
they usually take a minute to send them a gift as well.
Either the birthday candle or the cake.
And there's a few of these.
And it's also massive collections.
Like some of them has a half a million supply.
Some of them as splash weapons have less than 3,000.
So how do I see my NFTs?
So how do I see the ones i own okay go to the telegram
settings profile and then there's going to be gifts my profile and you could gifts
Yo, I'm rich Tyler!
I'm rich! What's up?
By the way, Farouk, Farouk, one second.
You can actually, you have one gift that you need to upgrade.
You see the spin with the clover? This is the original gift, how they release them before they're upgradable.
So if you click, you can upgrade it.
I gotta buy stars though!
Yes, you gotta have stars, but you can buy them with apple paper.
Okay, fine, fine, fine. I'll buy some stars. There you go.
You got me.
Here I am.
I'm aping shit.
Just give it a try.
Broke on digital Rolex.
This is nice.
I'm using Apple Pay to buy the stars, Tyler.
Like, it's super simple, right?
Like, I'm buying stars.
I'm going to send Tyler a little gift here.
Now I have 100 stars.
I'm going to buy you your first upgrade gift. Okay. I'm upgrading it. Oh
There you go
Now frogue click where where there you go start wearing okay, there you go
But wait my watch is not right anymore. Okay. I wore my watch
Oh, well, you can put your watch back on if you want
Important you can put your watch back on if you want. But yeah, then you can show off. It's also important.
You can actually highlight seven gifts in total on your profile.
So one, you can wear a key watch, for example, wear the watch, and then you can click on
another gift and hold the finger on it, and it will give you the option to pin.
And so when you pin, you can pin six of them, and in total, it will be seven.
Okay, send the gift.
Then I go, Tyler did it.
Okay, let's buy him.
Should we buy him like that little teddy bear right there?
This is not NFT.
This is just an upgradeable gift.
Yeah, this is not the upgradable one.
The collectible one, the unique ones,
they usually have a display that they are limited.
So you can send them one of
yours though the ones that you have you can transfer that interesting so you can send them
a birthday candle for example i love that interesting okay so this is okay so what's the
so just quick because i don't tell you got more questions but so what's the like
i don't ask what's the utility because i don't care about that when it comes to these NFTs. What's like the, what's the beyond this?
Like what's the purpose beyond that?
Is it just like wearing them and then you have them on your profile?
Like if you, if anyone here has me on Telegram, you can see next to my names.
I'm not going to turn my phone around, I'm not going to talk to my number.
But yes, you see my.
And all the chats as well.
Yes.
Whenever you like in a public chat messaging or anything.
Group chats. You know, at least like back then like CryptoPunks and stuff. It was like, yeah. In all the chats as well. Yes. Whenever you're in a public chat, messaging anything, everyone will see the gift.
Group chats.
You know, at least back then, like CryptoPunks and stuff.
It was like, yeah.
Tell us more about that community.
Who is the people buying this?
And what's happening in these little chats, right?
To be honest, the community has started forming themselves around several collections at this point.
That's the Scarecats plush peppers toy bears yeast frogs
i think there is a couple more probably that i haven't mentioned but um you've asked also what
beyond that like wearing that on your profile is that it no it's not just it but the first point
of gifts it's in its name is to be gifting to people and actually fun fact do you know uh jenny
scarlet ggigi she actually got one
flush pepper sent to her as a gift by someone they've been worth nothing and
then when the first time I told her that this cost some money it was one and a
half thousand dollars second time when she discovered that they were something
it's been fifteen thousand dollars and she was like apparently I have one so to
my point the first point is giving them Then the second point is the collectible value,
people building the collections.
So if you go to my profile, you can find on your phone
someone the same way as my ex-user name, literally.
And you will see that there is a collection of gifts.
And I made one with the orange heart.
And so they have all the orange backgrounds.
So what people are doing today,
they are going and they're collecting the models that are similar, let's say on fire or the devil looking one like I like, or the orange background, someone collecting on the blue background, black backgrounds is going for a lot of money as well, etc.
But this is still just a fraction.
This is a collectible value and a display.
But there is more to it because uh you see the telegram ecosystem
and tone ecosystem is like a one big thing and so telegram has telegram mini apps uh you see they
have ton wallet now implemented directly they've got nft gifts and so the mini applications uh
the games etc you maybe heard of hamster combat at some point right of course they are implementing
telegram nft gifts as well.
So you can actually go and play some games and get some extra value out of having your gifts just because.
And this is a continuing trend.
I think at this point we've seen from five to ten applications that utilizing NFT gifts already,
in the case of some in-game mechanics or some extra rewards,
but there is
going to be eventually hundreds and thousands of them so imagine hundreds of millions of people
playing games and eventually they're going to be seeing and utilizing their nft gifts on them as
well and there's already examples of that done there is also like a different raffle based
mini applications they're doing giveaways different activities for engagements so if people have no money but got time they could participate in
giveaways inside of the portals for example they have a separate tab and
there I can just enter all the giveaways and try your chances I love that this is
exciting man love the excitement Tyler I'll go to you I know we're coming
short here but what else is going on in town? Is there anything coming up that folks need to be aware of?
Yes, there is a few things happening, 100%.
Yes, as Ethan said.
Let me get this one.
Go ahead, Ethan.
So about an hour and a half ago,
we just announced NFTs launching with the number one
heavyweight champion of the world olexander usik and they're going to be nft stickers the same as
the board apes have launched sappy seals chimpers azuki's um the ones that all sold out in the first
like couple minutes making the millions of dollars Usyk is going to have his own
NFT sticker collection on telegram powered by a ton um which is absolutely huge I don't think
there's been another blockchain that's done a partnered launch uh with anyone even close to
the visibility of Usyk um and he's just the first of the possibly many to come. So that's huge.
And I think, I know you said you didn't really care too much about like showing off the NFTs.
That's not one of the utilities you're too fussed about,
but we all remember back in 2022
when the Twitter hexagon PFPs were around,
the golden days, the golden days.
I used to remember showing off my board aid
um and everyone on twitter would see that it was real because they click it and verify that it was
real um and that's sort of similar to how you're displaying it on telegram next to your name you
know you can see it if you have your own channel someone can click your name and uh see that it is
a real nft obviously or in a group chat it's just it's
like on chain aura it's just a flex like if you're if you have a channel you can even display the gift
on the channel it doesn't have to be through your profile can be on the channel my uh channel myself
has uh like an ootya uh cupcake which is uh one of our popular little mascots there not an official mascot but one of
our popular little mascots um so i guess it really is just like the digital rolex thesis where
you're showing off wealth uh through on-chain gifts and nfts you can go rolex's for you already
got one so you're good at this i'm good i'm good i'm definitely good on that front but yeah no i
get it i get it i I get it. I love that
It's a really sad look guys looks like tons got a lot going on and
Definitely love the excitement. Appreciate you guys
Coming on and hopefully at some point we can do some stuff for barrier. You don't never know
Could be awesome fun ton markets, you know for these for these NFTs
Well, absolutely
What what's up Jacob?
Go ahead. I said one plush pepe and dream by the end of the week by the way we have lunch of
stickers good vibes club
Oh, yeah, this one as well launching the stickers. I mean, there is many others that will be happening as well, but
Yeah, it's an interesting time to be alive.
You know, what's interesting also in regards to Tone NFT
is because we've got several directions.
NFT usernames, NFT anonymous numbers,
Tone Gifts, NFT stickers,
is that none of Tone NFTs are listed on any major NFT marketplaces,
aka OpenSea, Magic Eden, and Tone anyways,
is the second ecosystem by the volume,
24 hours in regards of several months
so as a trend there is a lot of potential yet for the integrations uh that has not happened so far
and this is just the beginning and community being very vocal about it inside and discussing
all the different uh things and marketplaces hosting all the different events and activities
like the
latest one portals launched one with a mini oscar it exploded over like 100 in the day and uh yeah
i mean look the market is very dynamic the only thing i can say it's like it's its own separate
direction in crypto i don't think of the nfts on ton it's just a sub part of just NFTs. I think of NFT gifts similar way as people think of CSGO skins, a separate market of
its own.
And so I think that's what it will become eventually.
And it's already becoming.
And right now the market cap of NFT gifts, I think $150 million for NFT stickers around
$10 to $15 million.
So you can see it's the size of like a meme coin at this point.
And yet it's generating so much noise a meme coin at this point and yet it's
generating so much noise on those massive sales i love that well congratulations on everything guys
which was awesome and uh and uh hopefully you guys come soon again so i appreciate you guys
coming today thank you so much thank you so much and uh special thank you for tyler as well for
helping set this up um and faroq as well for hosting. Tyler, if you
add Farouk into the group chat, we can
have a look at Myriad Markets and see if there's
any synergies there. Let's do it!
Yeah, we'll do it right after the show.
Damn. Bullish. Brilliant stuff.
Thank you so much, guys.
Thank you, guys. See ya. Have a good one.
Ciao. Yeah, thank you for inviting.
All right. Shout out to Ethan.
Shout out to Ethan. Hell yeah.
All right. All right. All right. Well, thank you for inviting. Shout out to Ethan. Shout out to Ethan, hell yeah. All right, all right, all right.
Well, that was interesting.
There's definitely a lot of energy
in the Tawn ecosystem. I love that.
A lot of energy. You absolutely love to see that.
Uh-oh, why is Keith Grossman
requesting to speak? Uh-oh, hold on.
We have to go there, Tyler.
We have no choice, right?
Papa's asking. Grandpa wants to come on stage.
Hi, Keith.
So, I
saw you at a show on it
this time. I forgot that you...
And I was going to call you
to wish you a happy belated birthday.
Thanks, Keith.
You cracked me up.
I would just say it
in front of everyone.
So did you have a good one,
by the way?
Yes, I had a great one.
His family was here,
you know, vibing.
It was on a Sunday.
It was perfect.
You know, can I ask for more?
And did you see the picture
I posted wishing you
a happy birthday?
Yeah, I love it.
I lovereal bagels
well i saw it i saw it i wasn't sure if i was going to use that one or if i was going to use
your your post that said how you loved new york bagels i love that um all kidding aside um
i gotta tell you i just i love i'm en route to the airport and I, and I just love like here you are. How many days have you,
how many years have you done the show?
Um, is this year four? I think it's year four. It must be year four.
And every day between hundreds and thousands of people listening.
Isn't that crazy?
It's pretty, it's yeah, pretty hype.
I think we started this in early 2022. So we're definitely still at it.
Actually, it is crazy.
I love it.
Well, listen, I actually have nothing of value to add today.
I just came on to say happy birthday.
That was it.
And I hope you have a great one and a good luck.
I hope everyone has a great week.
And I see all the great people in the audience still.
I see Kadeen and i see fungible
i mean it's so great like i just it just puts such a smile on my face that's a great one i have to hop
off because i'm pulling up thanks keith thank you see ya all right well there you go love keith
that's cute that's cute there you go when pops wants to come on stage you know say a little
what's up uh you gotta you gotta you gotta it. They're actually killing me, dude.
It's actually insane. Every week it does like a moon
pinos. Alright, shall we? What do we want to play
today, Tyler? Charlie, bring up the
wheel. Tyler, pick a game.
Let's give some money away.
Pico popped into my head.
Alright, fuck it. If that's the one
that called your name, that's what we're playing.
Because it called my name too
and I know you have a show also in an hour so let's get it let's get it the money maker oh his name is the money maker look at
that the money maker is the name of the guy who just won.
The money maker.
Are you here?
Oh, he's here.
Wow.
That was the quickest response time we've ever gotten, Tyler.
I'd love to see that.
All right.
Well, it's very simple.
We're going to go play some Plinko because it called both of us.
I was actually thinking about Plinko as well.
So, ba-ba-ba-ba-ba-ba-ba. both of us. I was actually thinking about Plinko as well. So blah, blah, blah, blah, blah, blah, blah.
So do we do like five balls
or do we like 50 balls? That's the question.
Well, we did like, the other day
we did like a lot of balls and went really
bad, right?
So let me take a screenshot
for Charlie of where we're at
before. Two balls can be kind of epic.
That's where you get like real,
the variance really.
You want to do two balls?
Two 250s.
I mean, I'm in.
I mean, moneymaker, you cool with that?
I like that.
I like that.
Where is he?
Your call, guys.
All right, he's trusting us.
The moneymaker.
The moneymaker.
Yeah, he's cool with that.
He's cool with it.
He's cool with it. All cool with it all right two balls
do you want to do one ball then one ball or two balls at once
i kind of like one one okay so i just hit drop here and that's it right 250 because we're not
doing auto bet it's not like a bunch of bets it's manual one ball okay all right so congratulations
first and foremost moneymaker you won 500 and now's play $500 worth of casino games for you.
So let's do drop one ball.
Let's go.
So let me go on full screen here.
And we do 16 lines.
We could also make it less lines, you know?
I think more lines get you higher odds.
I know, but it's also harder, right?
We could do like a little, like 250
bucks and like 170X a lot.
It's not going to hit.
It's not going to hit?
I see what you're saying.
We're not going to get the 100X on the...
Okay, yeah.
16 rows. Let's go.
Oh, yeah. Oh, good start.
Good start.
No, no, no.
That was a good start. Go back.
Go back.
Go back.
Go back.
Go back.
Oh, no.
All right.
We got one ball left.
All right.
We can also do less volatility, you know?
That one sucks.
What do you want to do?
High 16 still?
Yeah.
I think we guys got to run it back.
Okay.
Okay.
Let's go.
All right.
Right or left? Come on. Go. Go. Go. Go. Go. Go. Go. Yeah. Yeah. Yeah. Yeah. Go back. Go, okay, okay. Let's go. All right. Right or left?
Come on.
Go, go, go, go, go, go, go.
Yeah, yeah, yeah, yeah.
Go back.
Go back.
Go back.
Oh, you son of a bitch.
Oh, Mando wins again.
Mando wins again.
Hey, but the moneymaker also wins $600.
$600 for listening.
Not bad.
That's not bad.
$600 for listening to the best show in crypto.
You know, it's not that bad.
Speaking of great shows, In An Hour, Tyler, Jeeps, Peter Jennings,
you guys have a big conversation around that and all the macro stuff.
Yeah, big macro show.
We didn't have a show last week, so we got two weeks of built-up takes.
Yeah, you're going to want to tune in for this one.
That's a lot of pent-up energy.
I love that.
All right, well, with that, we'll be back with Mando tomorrow,
10 a.m. Eastern Standard Time for the episode of FOMO Hour on Rock Radio. Let's go. Thank you.
