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FOMO HOUR: WE BACK, SHOW IS BACK, EVERYONE’S BACK.
Recorded: Jan. 5, 2026 Duration: 1:09:48Space Recording
Short Summary
The crypto market kicks off 2026 with a bullish sentiment, highlighted by significant growth in Bitcoin ETF inflows and the launch of new tokens. Infinex's ICO sale and FOGO's shift to a community-first model reflect evolving fundraising strategies, while traditional finance players like PwC deepen their engagement in the crypto space.
Full Transcription
Thank you. Check. Check. Check. check check check check okay okay okay let me see if it's working now okay it's working perfectly
there you go yeah we didn't lose our touch we know how this thing works is this thing still on
oh yeah it definitely is still on over here.
Okay, okay, okay. Everything's running. Looks like we're good.
Let's play Mendo. Is Mendo here? Not yet. He's coming.
Okay, StreamYard's on. Okay, let's kick it, Charlie.んんん
ん I'm Oh
Yo, yo, what up, what up, good morning. Good morning, GMG. Yeah.
Monday. Monday, January 5th, 2026.
Look at that. Another beautiful day to have a beautiful day.
Another beautiful year to have a beautiful year.
Look at that. First show of 2026. The boys are back. Happy New Year, everyone.
The market's pumping. You love to see it. Vibes are high.
Tyler Mando, good morning. How are you guys doing today?
Fantastic. How are you? It's good to be back.
We're back.
Weird not doing this show. Weird. I didn't do the minutes either for a bit.
Kind of wild
but it seems like a good start to be here
so it's like maybe we're going to 100k
here
I like that
it's definitely fun to start the year with a pump
right like everyone
I mean today's the day that everyone gets back at their desk
I think Tyler and I were talking about this last week
like Christmas and New Year's Eve were both at this weird time it's like wednesday and wednesday so it's like a whole
two week off um and uh it definitely felt super weird not to get up and and have the show going
but this is gonna be a big one i can feel it for everybody for the show for yeet for for myriad for
all of us so i'm feeling good about this so tyler how you doing how was your new year's eve i'm good
new year's was great.
I feel totally rejuvenated after the time off
and ready to get back at the desk.
And I think these green candles are helping a little bit.
Folks don't remember, I mean,
vibes were pretty bad there late December.
We all needed a break and the vibes are better now.
Look at that.
So excited for 2026.
Definitely.
Definitely.
The vibes are definitely better.
It's funny how memes running,
specifically meme coins running,
changes the energy around CT.
You see much less,
I think I tweeted about this,
you see much less CT is dead comments
when the coins go up than when the coins go up.
Anyways, I'm sure we'll talk about this today on the show.
Classic.
I mean, we'll start with the market.
We have Mando.
Curious how you feel about the market, et cetera.
See if anything's changed with the latest open now above 93K, et cetera.
Oh, we did hit yearly open.
Nice.
Anyway, so we'll see how we feel now about the space.
Maybe we can talk about what we think is going to happen this year.
Maybe we can make a few little predictions.
Tyler made his predictions, but we didn't have Mendo.
So maybe we'll get his predictions.
Then Tyler's top 100.
I'm sure Tyler's topics.
Tyler's got a lot to cover today.
Much of which might be political, right?
I'm deep in political CT now, guys.
I've been monitoring a lot of situations in 2026.
It's been fun to be a boy on CT.
That's what it's done right now.
Everyone is having the same conversation.
I know.
That's one of the big changes.
You can feel it now.
It's like we are just talking about mainstream stuff. I know. That's one of the big changes. You can feel it now. It's like we are just talking about mainstream stuff.
I know.
We've merged into the broader Twitter, right?
First, it was Minnesota Twitter, and now it's Venezuelan Twitter.
And then, I don't know, maybe we're going to merge into Iranian Twitter next.
But it's been a lot of situations to monitor.
So anyways, let's see what title is going to store for us.
Then we will be joined by Kane, who's already in this too.
So later we'll talk about Infinex, Kane, whatever he's up to.
I know they've had some announcements and stuff to talk about.
So Kane will join us and talk about all of that.
Yeet, I mean, dude, New Year, more money to give away.
We need to make up the math of how much we're given in 2025,
but it's definitely up there in the six figures.
The show's total is way above $2 million now.
That's for sure.
How much FOMO Hour is given away to its listeners so far
without asking for anything in exchange, really.
Maybe sometimes we ask for a subscription on Kik, but that's about it.
So we're going to be giving some more money today on Yeet,
maybe some New Year lamb chop, maybe some New Year luck. And then that's about it. So we're going to be giving some more money today on Yeet. Maybe some New Year lamb chop.
Maybe some New Year luck.
And then that's about it.
So without further ado, Mando, let's see what you got for us.
Who is the man, macro daddy of the land?
Can you dig it?
GM, everyone. Yeah, we've had a stronger start to the year. Can you dig it? it's topped out more recently. So let's see where it goes here.
There's no yearly open stopping it more,
which I think was maybe seen as one of the main reasons
that was a ceiling.
So I think it could have a little bit of a run here now.
I'm still not overly bullish on this market.
Like, if you look, it feels like we're bouncing from a low.
And the way that the market's bounced in that, like,
it's meme coins leading the charge isn't...
Yeah, I don't think that's, like, the most bullish thing.
But at the same time this it feels as though
we are probably going to get a more of a bounce here i'd be very surprised now if this tops out
at the yearly open um for last year i don't think that's going to be a point of resistance so i would
look for like the 98 to 100k range in this sort of a run, and then we'll see from there.
There's a lot of things being pointed to as the reason why I think,
obviously, you had the news out over the weekend about Venezuela
and seemingly now more commentary around Greenland
and basically the US making plays for major natural resources around the world,
which might sustain the AI
boom, so to speak. The reason why this is all seen as bullish really is that AI is going to need
unbelievable amounts of energy for it to work out. And those sources of energy, although the US is
always pretty comfortable, this opens those up for them. So I think that's kind of how it's
feeding back and being seen as bullish for the overall economy. Whether this means anything for
China and Taiwan, who knows? In some ways, it gives maybe Taiwan more of a scope to do something.
And on the other hand, the fact that them and Russia weren't able to stop
this, I think maybe gives people pause for thought. So in general, I would say that those weekend
activities were bullish for markets, though I don't know if that was the reason for crypto
ripping. There has been some talk about the fact that Venezuela has a pretty large Bitcoin reserve,
or at least it's very true that crypto is huge in Venezuela
because the local currency has been a joke for a long, long time.
And it's quite an easy way for you to transact in.
So stablecoins are big.
Bitcoin's been big.
I don't read that much into that, but
potentially, you know, potentially the US is going to be able to see some Bitcoin here.
I don't think so though. I don't think there's that much truth to that.
We had, yeah, just we're having a rally here in tech and then gold as well is heading back towards its all-time high,
it looks like, or it's bouncing back towards there.
So all markets looking pretty good to start the year.
I like it.
What are your predictions for this year, Mando?
How are you feeling about 26?
The year of the firehorse.
Ooh.
My predictions for this year,
maybe they're boring,
but my predictions are,
I don't think L1s are, I think L1s are continues not to be a great trade.
I'm much more bullish on apps capturing revenue
than the L1s.
I think they won't do terribly,
but I don't think they are going to be the best spots in crypto still.
Sideways, maybe slightly up, slightly down,
but I don't think this is going to see an ETH 5X,
Solana 2X, or anything like that.
I think we're going to see tepid results there,
but I do think that apps will continue to be relatively strong,
or at least that's where you'll see the more parabolic rises
as revenue gets, you know.
Also, when something becomes big, it'll just be like,
oh my God, this is going to make like a billion dollars.
And they'll predict out revenue for the next five years and suddenly you'll get some parabolic move and something like that.
So that's where I'll look for in terms of, oh, this seems like an interesting one.
Memes running at the start of this year is interesting because I also think that memes are less revenue-based or value-based.
They're not going to be affected by TradFi metrics coming in under this lens. They're
going to be like, well, we don't know how to value that. So these running, no one's going
to say where they can stop out, but the charts of them look like difficult ones to buy for
me. I didn't have any, well, I didn't have any major Pepe or anything like that.
Before this happened, nobody really had Rekt, but that's a slightly different sort of play in terms
of it's a bit more like an app or a revenue-based business than some of these other ones. I think
Bitcoin, let's wait and see. I think the privacy narrative can be strong, but I feel as though it got very crowded
towards the end of last year.
And that one...
I'm looking maybe at Monero a little bit more.
Like, the chart looks like a breakout sort of chart.
Zcash looks a little bit more like it had its breakout, whereas Monero looks like
kind of looks nice, I would say.
But there's not many charts breaking out to all-time highs right now.
And that is where I like, that's where I like buying.
So the stuff that I'm looking at right now is gold.
Google, I think Google looks fairly decent.
And, um, and then I'm looking a little bit at Monero, yeah.
Wow.
Got a Google chart. Beautiful.
And yeah, Monero.
So what's the, you know, I see a lot on the top,
like people are still like fighting about Monero
and Zcash and timeline, it seems.
I don't really care about that,
if I'm honest. I think they both
have some form of galley'm honest. I think they both have some form of value to them.
I think to say that they both don't have value,
I think it's kind of a missing point.
It does feel like Ccash will remain listed on exchanges,
which is potentially valuable.
I'm not somebody who's using them
for the privacy, though. I'm just buying them
for a trade.
I don't know.
There's been some weird moves.
It feels like weirdly meme coins
were kind of going slightly...
It feels like they're slightly going back to the Murad era
of believing something
rather than the rotation era. I've seen that sort of comment used quite a bit more, and it's like they're slightly going back to the Murad era or believe in something rather than the rotation era.
I've seen that sort of comment used quite a bit more,
and it's like, oh, believe in the memes that will be multi-cycle memes
and they're going to do really well for a long time.
I don't see new entrants coming in and buying meme coins.
So if you take a step back,
I don't see new entrants buying anything right now. I don't think people are coming in and buying crypto. So particularly
not meme coins. So I think during these sort of periods and these periods do happen in crypto,
you have to think about what the people left want to buy rather than what is like what's going to attract new wallets and i do think privacy is
probably one of those and i think good meme coins as in like memes that we feel like we own
is probably another one i uh don't know about all the others. Yeah, a lot of bounces on the major memes.
I think, Tyler, you kind of covered that.
Oh, Bitcoin's actually still going on.
Yeah, they're moving.
It's an interesting open.
Like Pepe was up 70%, Bonk up 55%.
It was probably the bigger surprise to me,
the big move in Bonk.
To me, it seems like a little bit of a measure
or a signal on just crypto sentiment
vibes like when you see some candles and folks like a more of a risk on signal is kind of how
i'm interpreting it and granted it's a move across four days so let's see it go a little bit longer. But I guess my higher level thought is like for folks who were bearish in Q4,
and I understood, understood why we've had a couple of big things change.
So one, I think that the Venezuela strike shows a little bit more of Trump's
hand and the strength and perhaps how
aggressive he may be into 2026.
I think that was pretty unexpected.
And a bit of a game changer.
And now perhaps deflationary pressure with oil and all that narrative.
And then also the,
the AI improvements with Claude and now more and more folks talking about
the singularity being here
and AI agents being able to self-improve
and all that,
and perhaps really legging up
or reinforcing the AI trade.
So those seem like two pretty important events
that really all transpired across last week
do you think there's a crypto event so just like ai style events i feel like the claw thing is
have you guys been using it at all or no never been on it yesterday i was like look i'm gonna
try this to make you said you're gonna become a millionaire with claude and i was like that's
impossible because you're already a billionaire. Did I say that?
Yeah, you did.
Oh, I quote tweeted, yeah.
No, I am.
Well, you somewhat said.
I was using it.
I'm using it for a minute. I was like, look, can you just sum up my sources and put them in a Google file for me?
And it has been doing it.
So, like, it has been doing it. So like, it has been doing it.
So there is something to be said there about like,
if you do daily tasks on anything.
I saw Frank's thing,
right?
Where he was,
by the way,
how are you paying $2,000 a month in subscriptions?
That's crazy,
bro.
Well,
none of it was AI tools,
but yeah.
Randall's meme about it was,
let's see.
I've got to share it.
It does deserve a screen share here.
That was funny.
I'm surprised that didn't make more people know it.
It's hard.
This new algo, it's real tough.
The fact that I'm seeing some things is tough.
The new algo doesn't show anything.
So take us through this.
Like, what's the...
There was a banger.
No enough likes.
I was like, God.
Everybody on the show,
can you go show some love to this banger?
But it says claw.ai.
And it's just...
I tuned into Razmer yesterday
because he was...
I was on the timeline.
I was...
No, but last night, like,
I was on my feed
and I just, like,
saw Razmer pop up in pink
because it's so rare now.
When I see someone on Twitter, like, on CT, like, pop up in my feed and i just like saw razzmur pop up in pink because it's so rare now when i see someone on twitter like on ct like pop up in my feed i just click now um and i click
on razzmur stream and he was like coding something razzmur's coding now um and he was coding something
around clipping and i was like that's interesting right we have a show so i'm curious to see how we
can improve in the show right so the things you have to do, you have to go to Claude and you have to pay for the higher options.
So this is not quite the free thing.
And then you literally download a Claude terminal onto your computer.
And this is where it gets a little bit like, oh, I'm a dev suddenly, but it's not really.
Like you download it and then it's an interface which is, I would say, somewhere in between a normal LLM interface and a more dev-like interface that you're running through a command screen.
But you can tell it, look, we've done this all down.
And then you can just give it tasks to
do so i said look and it uses your login like you know how if you open a web page on chrome
and you've you're in your login details saved it'll automatically log you in so it basically
doesn't need credentials for things it just goes in and just does them. So, for example, like if I'm saying,
hey, can you go to these news sources on Twitter
or on Feedly or on this
and just summarize the top stories for the last 24 hours
and then put them all into an Excel sheet
and sort them by what you think is the most useful.
Like, that's what I do every day.
It can now just do that.
And similarly, it has access to anything on your computer.
So it can write documents.
But it works kind of at the pace of the computer.
So these things take a while to run.
So if you tell it to do a task like that,
it will try and automate certain things,
but it will still be running almost in the background.
You can check in on it every couple of hours and just see what it's been up to.
But it is worth it.
Even just the process of learning to do this, I think is useful.
Even if you say, i actually just wanted to
book my next trip for me um or i wanted to like organize my calendar better or i've i've seen
some basic ones being like hey i've got all these calls per week can you give me notes for them upcoming. So like see who's on the
call and then give me
some information about them and
maybe something for me to prepare for each
call on a
daily basis. Something like that.
So it can kind
of, it goes beyond the LLM
encyclopedia
thing to actually like having
a personal assistant
for you. And I've tried to do
this in the past and it's not been good.
As in, I'm not a developer and it's
just like, this is a real pain.
And in the last month,
so Claude shipped this
new update, I think it's late November
or early December, and
that has become a lot
easier.
So it's or early December. And that has become a lot easier. A lot easier.
So it's kind of cool to just play around
and make your day easier.
Do you use that, Tyler?
I just made an account.
I use a free account for now,
but I guess I'll go pay for the whole thing after the show.
I haven't used Claude.
I spent some time on Christmas break
switching over to Gemini
and just kind of doing some of the tasks Mando was mentioning, but with Gemini versus Claude.
It's on my to-do list.
It feels like a pretty big deal.
It seems like a step change has happened, right?
And that's where things get interesting.
Like Tesla's FSD.
Tesla's weren't that interesting until the full self-driving got much better that step change and now it seems like claude is a step change and we're gonna
we're gonna see more and more about it and i think there was there was a narrative that ai really
isn't that useful that impactful yet that like you know big corporations are buying these packages
are not really using them blah blah, blah, blah, blah.
But now like literally everyone can do natural language programming here.
If not today, very, very soon.
Does seem like a big deal.
Taking this back to the market though.
I think this is bullish macro head tailwinds.
And while it may not directly impact the crypto trade,
I think if you want crypto to perform well in 2026,
you want a good macro environment.
I don't think it's going to just go gangbusters in a bearish macro year.
Yeah.
Yeah, look, I think that's fair.
I think it probably provides a...
It provides something for people to be bullish about
for the AI trade again.
I just didn't feel like the rally in Bitcoin
was really to do with that, though.
It kind of felt like, oh...
I mean, maybe the Venezuela thing,
but I didn't really...
It just felt like it was coming.
Do you know what I mean?
Like, for the three days before, and then memes started running,
and then Bitcoin goes to like 903k.
I think narrative follows price.
That could have all happened, and you would have just been like,
oh, no one cares about crypto.
Which is kind of what was happening for a lot of last year.
We had all these AI things happening, and no one cared about crypto.
So I think it's really just that you've seen a little bit of a relief rally
for now.
And then we'll see if that turns into something more.
I do think that like,
and I tweeted about this yesterday,
which is just the U S play for natural resources here is,
is pretty interesting.
And yeah,
the doomerism around
the fiscal
situation in the US,
personally, if I'm in
Europe, that's a real problem.
If my
debt-to-DDP ratio is
over 100% and I have no army,
yeah, I'm not in a great
spot. But the US just kind of does this stuff
and they've just got so many levers
like it's literally now
just inserted itself pretty firmly
in the Venezuela situation it's probably going to do the same with
Greenland I think it could
do it in various other
places too
it's seemingly
making a play for like a lot
more of South and Central America
with Colombia and and you send it to Mexico yesterday.
It's like Cuba, Colombia.
It's the Don Roe Doctrine.
I knew you were at risk as kids, you know?
Whereas like Europe is sitting there, there's no options.
There's nothing like that happening.
You know what I mean?
This is how it works, right?
So you secure, on risk, you have to secure a bit of everything.
This is my whole thesis for ease, right?
Wait until Donald Trump finds out that they call it digital oil.
Oh, right.
That's your thesis for ease.
What the fuck am I going to do for ease? You're going to do a Euro-Vitalic? Well, think about it. they call digital oil. Oh, right. That's your thesis for ETH. What about ETH?
You're going to do a Euro-Vitalic?
Well, think about it.
This is my chain now.
When they find out at the top of the food chain and they call it digital oil,
then they're going to come and seize all of it.
You know what I mean?
Yeah.
So I thought maybe that was an interesting approach here.
But I get it.
This is interesting.
We'll see where this takes us.
But usually, historically, all these war news really smashed us in terms of Bitcoin, etc.
And I feel like for the first time, it kind of went the other way.
Now, I'm not saying it's correlated.
I'm not saying the capture of Maduro upon Bitcoin in 94K.
I actually do not believe that. But maybe it's the fact that it was just not war really it was just in
and out um maybe that's what it is but uh but it was an interesting it's definitely bullish it was
definitely bullish thing to come out i think war when it leads to uncertainty, is not liked by markets.
War, when it's done on the weekend and over within a few hours,
and essentially the US is being like, follow us, or we're going to do this to the next guy.
I think that's a pretty bullish thing, at least for markets, to this kind of rally off.
I don't know.
You must be seeing
what's going on in iran at the moment like that situation seems a little bit more like
volatile i would say as in i don't know what the next person would be in that scenario because i
know there's some influence obviously there from my enemies
but there's also just like there could be a very different sort of path there and it could go down
like more of a Pakistan style path with like a military rule and I don't know if that's that's
good or bad so that one seems a bit more like unclear. I would say. Yeah.
I don't know.
Nobody knows actually.
I don't even think.
I don't think Iranians know either.
Yeah.
It would be a transition government of some sorts. Maybe they would work with the Shah's son.
See if he can take,
I don't know.
I actually have no idea. I think it's the first step is get these people out. Second step he can take over. I don't know. I actually have no idea.
I think the first step is get these people
out. Second step, figure it out
type of thing.
It feels like the USA moved
into the region just in case it does happen
and they flee the country.
Personally, where I stand on that point
is I hope these people get the fuck out of there.
I'm not sure that.
Anyways, I don't want to get too political.
So with that being said, you know, international law, guys.
With that being said.
Oh, my God.
I thought I think we live in really interesting times.
I think we live in a very interesting time.
We're like, CT is not monitoring global politics situations.
I have to say, the voice chat is monitoring so many situations at once.
Like, I ain't missing.
I became a war expert over the weekend.
Like, I know everything now.
I know about different regiments in the USA.
I know about different choppers.
I know about all the different things that you guys have.
Tyler, you know what?
I may as well start using miles over kilometers now.
I mean, nobody can talk shit about the USA anymore.
Freedom is intensifying right now.
Tyler came in this morning on the show.
His chest's up. his head's up.
He runs your show.
Should have worn my American flag hat.
That was a mess.
Oh, yeah, there you go.
You need to wear an American flag hat, you know.
Exactly, we're all war experts.
But I have to say that it is impressive
at the speed of which the news comes on X.
And it's really impressive at the speed of which
you get information
and the different kind of information, right?
You open threads or other apps
on social platforms
and it's a really different world.
And then you open Twitter
or X, whatever.
And it's like a whole other ideology going on.
Not here to point out
what's best and what's not,
but I find this app really interesting
for if you can
do your own critical thinking and form your own conclusions without getting drawn out too much
to one side or the other, I think this app has really become this really interesting place
where you can, whether you want to consume crypto content or learn about AI, different tools,
all the cloud stuff. I found that on Twitter or about politics. Like there's really a little bit of everything.
So it's really fascinating.
And then whoever is running the White House Twitter account and socials is probably the
best, you know, intern in the history of interns.
So anyways, with that being said, there's that on the market.
We're looking good.
Bitcoin's 90, wow, 93.7.
Fear, what, 31.80.
I do have a lot of ETH though.
No one's going to lie, Mando,
this is my main position right now.
Again, like I said, digital oil, you know.
And then the memes are still looking good.
Tyler, I'm curious to go towards you
because the trenches seems like
they're getting somewhat of some air here.
And this is where you thrive.
For daily NFT and crypto analysis.
Taller to all FOMO, our cause to kick-canness.
Yeah, folks, crypto majors are ripping, flying this morning.
Bitcoin up 3%, 93.6.
ETH up a percent, 31.80.
Solana up a quarter percent, 135.
We had virtuals up 25%.
Top mover on the day, Render, BTT, and FET were also all up double digits.
This comes after several meme coin majors had terrific starts to 2026.
Some of the top movers year-to-date, Pepe's up 68%.
Bonk up 57%.
Pingu up 30%. Whiff
up 46%. Farcoin up
43%. So the list
goes on. So some substantial moves
here over the last four days in a few different
sectors of the market.
Going through some of the headlines, Bitcoin
ETF saw 470 million net inflows
on Friday, the first trading day of 2026.
That is their highest single- day total since November 11th.
We had SEC Commissioner Caroline Crenshaw officially depart the SEC on January 2nd,
leaving behind an all Republican commission.
We have consulting firms, Big Four.
Now the PwC is going deeper into crypto with the focus on stablecoin and payments.
So more proliferation.
And corporate treasury strategy added about 100 million in Bitcoin last week and 62 million in cash.
so adding to both coffers there,
Tom Lee bit mine,
they acquired 33,000 ETH over the past week.
They now have 4.14 million,
3.4% of the overall ETH supply.
Bit mine stock also jumped 14% on Friday after news that Tom Lee
requested this proposal to increase their shares from $500 million to $50 billion to fund more ETH acquisitions and other features as well.
In token airdrop and protocol news, kind of catching us up over break lighter.
They launched their lit token, completed their airdrop on December 30th, trading around $2.7 billion FDV.
The Jupiter team is considering stopping buybacks.
This was a big discussion over the last few days as well.
Sharing that the $70 million in buybacks they did,
eh, didn't really move the needle for the token.
So why continue to do them?
FOGO officially canceled their billion-dollar ICO,
opting instead for a community-first airdrop model
and mainnet launch on January 13th.
Infinex, who we're going to talk to here in just a few minutes.
They opened their ICO sale on Echo,
selling 5% of INX at a $99.99 million FDV with a one-year lock.
They also, just before the show,
announced a few changes to that ICO,
lifting one of the caps and a few other feature changes as well.
We'll get into that here shortly.
Kaido shared plans to roll out new thresholds
to try to avoid all the AI and bots
kind of taking over their programs.
And another big change from them.
NFTs actually had a nice little start to the year as well.
Punks back to 29.4.
We had a $500,000 smiling cowboy punk sale yesterday.
That was an eye opener.
It looks like it was a legit sale as well.
And the meme coins, I kind of hit these already.
Let's Bonk kind of came out of nowhere.
The launchpad, they're back.
Huge increase in trading volume, revenue, users over the past few days.
And then we've seen a few other meme coins take off.
Ponky is up 100% yesterday.
White Whale, back to 76 million.
Nick Shirley, unfortunately.
Even the Ansem pump was short-lived.
Unfortunately for my bags.
It briefly spiked 4 to 5X and then has fully round-tripped the move.
Oh, no.
But you didn't sell the Ansem pump?
I did not.
You have to, bro.
You have to. Yeah, you know know i've been thinking about that it's obvious in hindsight i think an ansem pump on a random token i think is always
sell the news i still thought like his thesis on next early was it was aligned with mine that this
is the creator coin for zora in base. The most viral guy on the internet.
Like if they can't get behind this one,
like none of the creator coins are ever going to work.
And I thought maybe in this,
like we all,
so Anselm's shill also came like just a few hours after Brian Armstrong said
he called thread guy to talk about the situation.
So I'm like,
okay,
maybe they're actually leaning into this.
And given that Nick Shirley, the creator,
he owns 50% of this.
That's how the Zora model works.
So the market cap was only like six or seven million bucks.
Like it's got, like my thesis was,
I want to see if this thing can go higher.
And it didn't.
So I was on the wrong side.
It's not over yet.
I haven't seen.
Maybe it's not over yet.
We'll see. Maybe it is though. He's pumping right on the news that Tim It's not over yet. I haven't seen it. Maybe it's not over yet. We'll see.
Maybe it is, though.
He's pumping right on the news that Tim Walsh is dropping out.
So, essentially, a 23-year-old took out a governor.
Back to the punk thing.
I think it was Kazama that bought it.
It was unclear on his post if that meant it was him or not.
It is now in a new considerable.
Unrelated to my own.
My bad.
Unrelated to my own. bad unrelated to my own okay cool
or i don't know either way that's a really sick punk it is part of his thesis is that
you know super aesthetic punks are are better than just like a floor hoodie yeah yeah and i
would agree with that yeah they're always gonna have a premium that's the good thing about like
the mid punks etc you're always gonna be able to get like wh. That's the good thing about the mid-punks, etc. You're always going to be able to get... Like, Wiz.
Like, when the market...
Punks were racing to zero not that long ago, end of year.
Wiz sold a hoodie punk for like, what, 600k?
Something like that?
Yeah, yeah.
Something along those lines.
So, yeah.
It's still impressive, right?
Like, he managed to get like half a million dollars for a punk
when punks were going down to like 70- still impressive, right? Like he managed to get like half a million dollars for a punk when punks were going down to like 70 something K, right?
So the aesthetic punks like will always catch a premium.
That's for sure.
And then you have the high end punks,
like they always end up selling for a decent price.
So you love to see that.
It's a good sale to start the year.
There was also like the wash ratings kind of done now, right?
There was also like the wash trading is kind of done now, right?
The $0 sales.
The $0 sales.
So it's been nice to see on that front.
Anyways, what else?
Let's see.
The token buyback discussion I think is an interesting one.
And I don't know if we'll have enough time to really unpack this here.
This morning, maybe we'll talk about it on a future show.
But basically, the Jupiter team has been making a big push.
They've had tons of product updates, really ongoing, consistently.
I think they're one of the bigger output teams we have.
And then they just raised the conversation of,
should we keep doing these buybacks?
Like we did 70 million last year and token still went down.
So like, should we use those funds for other things? And it is a,
it's a tough conversation.
Hype kind of came out and made this meta.
I think that's a fair thing to say, right?
Doing a hundred percent token buybacks and effectively turning the token into more of an equity play.
And we saw some apps and teams follow suit.
I certainly understand the argument that
the funds would be better off used for growth and other things that the
teams could do. The challenge is if you go that
route, then you have to have a real use case for the token.
Because that's the easy way to say,
okay, now you can just value our token based off revenue.
And if you take away the buybacks,
you kind of take away that valuation angle as well.
Maybe that's not the right way to be valuing these things,
but I think that is an important aspect of this.
So I expect that to be a big these things but i think that is an important aspect of this so i
expect that to be a big topic of conversation for the near future i don't think it's going away
because also like we're gonna see a lot of tokens like i shared a list a few days ago there's gonna
be like 40 plus major token launches here this year we've got some big icos in the pipe like
infinex is live right now uh which again we'll talk to them in a couple minutes.
They're all apps, too, like good apps, right?
Like, Infinex, I like to argue, is a good app.
You have the Polymarkets, a bunch of other ones that are coming out.
I think Mando's thesis this year, you just said it again.
It's like apps over L1s or chains.
You know, we talked about this a bit ago.
I think Luca had sparked this conversation on Timeline saying, like, if your token's, you know, entire um you know we talked about this a bit ago I think Luca had sparked this conversation
on timeline saying like if your tokens you know entire you know um thesis that there's buybacks
and it's really bearish and buyback should be the last thing that you do for a token we talked about
this short very briefly on the show before we can go in depth next year uh next show and and talk
about this or we can just get me out on the show at some point. But I kind of agree with that, right?
Like buybacks should be like the last resort thing
or one of the last things that you do.
And again, there's no two hyperliquids.
Like everybody keeps saying there's going to be another hype.
Like there's not another hype.
Like hype is a different animal.
You know, $70 million of buybacks,
it's just not enough for Jupiter size, right?
It just doesn't move the needle.
And then imagine what you can do with 70 mil.
I get it.
I don't have the answers.
It's a really tough answer either.
It's a tough problem.
But maybe they shouldn't.
I don't know.
Like, I don't see Ovi, the approach is different with REC, right?
Like, he does some buybacks here and there.
They're unannounced.
He doesn't really do it. Another one that's not working is PUM
well yeah and that's the Cardinal right it's like that's you had Hype which did it and it
was perfect for them then you had PUM do it and it kind of went the opposite way and of course
those are two very different tokens as well and two different teams and a lot of different factors of play, but they're kind of like our two biggest examples.
Right.
And yeah.
Although maybe pump bottoms,
we'll see.
Maybe pump bottom.
I was going to bring it up,
but you know,
it may be too late,
but maybe we'll keep it for tomorrow.
Cause I did look at the chart yesterday and I was like,
Hmm.
So maybe it did bottom,
but hopefully we hear from them.
I mean,
Q4 was supposed to be a big one.
And then we didn't hear from them
in the last two months of the year
so whatever is going on there
it would be awesome
to hear from the lads over at Pomp Foma
this market is doing good
this market is really doing good
you'd love to see it
anyways look
unless you have anything important
we can bring Cain up
and then we can keep the rest of the topics for tomorrow.
Yeah, let's bring him up.
All right, Cain, are you ready?
I see you in the studio if you want to turn
your mic and your thing.
It's probably so late for him.
It's probably so late for Cain. What's up, Cain?
Hey, what's happening?
You hear us?
If you go on the streaming,
there you go.
Dude, wait, what time is it for you? I'm going to turn on my... If you go on the StreamYard. Yeah. Oh, dude.
Wait, what time is it for you?
It's almost 3.
Almost 3 a.m. And I've been up for about 20 hours.
Oh, geez.
Yeah, it's been a day.
It's been a day.
Yeah, I'm sure it's been a day.
Ken, how are you doing?
Happy New Year.
Yeah, you too.
You too.
You're in the future.
You celebrated New Year's way before us.
How does the future look like for crypto?
Please tell us.
It's looking pretty good.
Looking pretty good right now.
I like that.
I like that.
Anyways, Tyler, I'll let you take this on.
I'm going to share also my screen.
Infinix came up with some news this morning.
And let's dive into that.
Yeah, maybe let's just jump right in.
It's late for you.
We had Igor from the team on back in December to kind of talk more about the product and the vision so i
think today maybe we can just dig right in a big announcement this morning we'd love to hear about
it from your own words yeah so so you know we announced this ico uh about a month ago and um
one of the things that we did which is the same thing that we did
with our patron sale, with the NFT sale a year ago, was offer locks, basically, like offer
tokens at a lock. And, you know, 2024, September 2024 is a very different time.
September 2024 is a very different time.
And so the feedback from basically everyone was,
we don't want locks.
That was the feedback,
except for probably I had about 10 people who were like,
this is great, I love it,
but 2,500 is not worth it for me
to even do the KYC on Sonar.
And so you had this weird kind of barbell of whales who were like,
I want to put in $100K or $50K or whatever, being like,
yeah, the terms are great, seems like a good deal, but I'm capped at $2,500.
And then you had, on the other hand, retail people who were like,
this is a scam.
You're trying to lock tokens for a year.
Haven't you seen the market, et cetera?
And so basically everyone was unhappy.
And so what we did today was just say, look, we're not going to put cap in if you want to bid it, if you think this is a good deal.
But the thing that was stopping you before was the cap, then no cap.
And you kept the lock.
So I want to talk about each of these factors.
Why did you decide to keep the lock?
I think we still feel really confidently that if you offer liquid tokens super cheaply,
you're just going to attract people who will flip it straight away, which is fine.
That's a game. I flipped some ICOs back in 2016, 2017. There's no issues with that, but
it's not necessarily great for the project. And as someone who has been trading for a long time,
I know what the mentality is of someone who's looking to just buy a token and flip it a week
later. They don't care about the project. It's just a trait, right? So we are looking for people who are going to help us build
over the next one to two years. And we want to build that community. We've got a good group of
1,000 patron holders right now. But we want to expand that to 5,000 or 10,000 people, and the only way to do that is with a token
and people who are kind of aligned
and happy to hold the token in the long term.
And I agree with you on that for what it's worth.
I'm a fan of the lock,
especially I think you and the team used evaluation
you thought was thoughtful and perhaps even a discount
to where it could be trading,
and then you also have the feature where folks a discount to where it could be trading.
And then you also have the feature where folks can get around the lock if they want,
right, in certain situations. So I appreciate your thoughts there. Let's talk about the cap,
though. So I guess what you removed the cap, you kind of talked about why,
but why did you put it in the first place? sorry i just lost uh lost uh power there for a second um the uh can you just repeat yeah that's like why you put the cap in in the first
place so i the cap was intended to give everyone a chance to participate right um if there's no cap
then you know you're going to get large buyers,
whether it's 10K, 50K, 100K, whatever,
that are going to come in and take the majority of the sale.
And, you know, the purpose of this was to get wider adoption, right?
And get, you know, a wide group of people.
But unfortunately, the people that we were targeting
with that low cap said, no, you we don't we're not interested
um and the people who we excluded with the low cap were like you know please let us have some more so
we just got it wrong there yeah well i appreciate the the course correction on that one as well so
i guess the impacts of this is the sale still just running for today yeah it's
gonna run it runs until friday uh your time yeah all right so we've got a few more days now to get
in this and this has been i'm sure taking up a chunk of the team's time it is it's like in hindsight, it's probably been negative EV, I would say.
Really?
It's tough.
Yeah.
We have two issues.
We've got this hangover from Kaito.
If you go and look on any of my posts, you'll see there's like hundreds of messages of Kait kaito uh jilted kaito people uh because
you know we were i think probably like the third project to get a kaito uh leaderboard maybe the
second project to get so so we were really early um i was super bullish on Kaito. And I still am.
But the issue that I think Kaito had in that period is they went from a very curated group of like 1,000 people to 3,000 to 5,000.
And they just like ruined it by opening it up to anyone.
And that's not to say that like anyone shouldn't be able to participate.
That's a great
principle. But if there's no filter whatsoever, then people are going to come in and game it.
And then that's exactly what they did. You saw people running AI bots and doing these follow
for follow things. And I think this is the other thing as well, right?
These people hate me now, because I called out that behavior, right? But I've got nothing against
it in principle. Like, it's okay, if you're, you know, if you're kind of trying to grind your way
to a 5k bankroll or a 10k bankroll, like, by all means, like, I'm not here to try and stop you.
or a 10k bankroll like by all means like i'm i'm not here to try and stop you um but it doesn't
mean that it's good for the project right you know if you're if you're going to start up and and you
know try and grind 50 different kaito leaderboards and you know run bots or run strategies or you
know that's not good for the project if you can pull it off cool cool. But they, I think, fairly, were very angry
that someone called out this Kaito problem, right?
And a lot of people on the timeline
were frustrated with it at the time.
Oh, you're right.
Because we were one of the projects
that was actually running a Kaito campaign
and we said, actually, this is a bad idea.
We need to rethink this.
And we shut the campaign down.
They saw that as like a direct attack on their livelihood,
which, you know, they didn't appreciate.
Like obvious reasons.
And I've read some of the comments.
You have a big following, blah, blah.
Like people don't, you know, they don't like it.
I feel like.
Yeah, they don't like it.
They didn't, they didn't appreciate it.
I think it's fair, but it's fair criticism in my opinion but it's not just kaito it's just
info markets these like platforms it's well you know the funny thing is all of all of them now
are like becoming more curated again right like kaito realized that they like kind of blew the
thing up by not having any curation and so it's getting more and
more curated back down to that group of like you know a couple thousand people maybe who who they're
trying to um you know leverage to to drive awareness or whatever projects right they realize
the problem i think you were the the first to really point out and unfortunately have taken the
the drawback because of that i
read the comments folks aren't talking about problems with the infinex products they're
just talking from emotion saying i'm morally bankrupt and a scammer and a grifter and stuff
and again like i get it like i you know if i were on the other side i probably would be running a
psyop campaign against the person who said that you you know, InfoFi was bad as well, right?
Like that.
So, you know, it's just business, right?
I don't take it personally.
But, you know, it is definitely hard at the moment with the overall market sentiment.
And then you have this kind of cloud of fun that travels around wherever you are.
It's like, you know, I went to the Trump,
dinner,
um, in DC last year.
and I turned up and there's like 500 protesters outside.
And I was like,
man,
imagine if like everywhere you went,
there are like just a crowd of people protesting,
like absolute nonsense.
And that's how I feel a little bit like with the timeline right now.
Well, well, sorry to hear that um but i want to give you at least a minute or two to talk about the product itself so you've been running out crate run uh some incentives to do some trading over
there that's still going tge is coming up i think in january yeah. Yeah, end of Jan. I think, like, talking about the product, right,
you know, one of the challenges
with sort of market positioning
for Infinex over the last year
has been that we had
a bunch of things that people liked,
and then we had a bunch of gaps
that made it hard to use the product
as your kind of primary crypto wallet or crypto app.
One of the things we're missing is a mobile app.
And we made a deliberate decision to not build a mobile app too early
because we would have built the wrong thing.
Now we feel confident and we've started building the mobile app
because we know what we need to build.
We also didn't build an extension because my thesis was like extensions are not going to survive another three years.
We're going to have better solutions out there.
But today, almost everyone in crypto needs an extension.
You really can't get away without having an extension.
So we had to build the extension, which required a bit of a pivot.
So, you know, we built out cross-chain swaps.
We support 20 chains.
We built a perps interface.
We built a ton of functionality.
But there's still some gaps.
Like we don't support hardware wallets.
And a lot of people, that's just a deal breaker for them.
So we still have some gaps, but I think broadly, we've closed
most of the gaps. And in the next probably three months, we'll close the rest of those gaps.
Funnily enough, you guys are talking about Vibe Coding, right? So I've been deep into Vibe
Coding since like May of this year, April, May. And the first thing that I did when
I got into Vibe Coding was I didn't want to do something in Infinex because I was like,
I have no idea what I'm doing. I'm going to just go and do something fun. And so I built this game,
which you can play, by the way. I just launched it like a week ago. It's called Tower Run.
But I spent probably like five months learning deeply
like how to vibe code, which models, like which platforms, etc.
Building out a bunch of tools and really learning about it.
And then I got to the point after I finally released this game,
because it was just a hobby kind of project that I was doing,
where I was like, all right, I think I can actually build some stuff in Infinex.
And so over the last week, I've gone and built a bunch of tools and features that I've kind of been missing.
So one was like Zcash support.
We didn't support Zcash.
We support it with Near Intense, but not Shielded Zcash.
but not shielded Zcash.
And so I built in like literally 12 hours,
a Zcash wallet that's powered by a passkey
where you can use near intense to buy Zcash,
shield it, and then send it wherever you want.
So we're going to be able to buy Spot Zcash?
You can buy Spot Zcash today.
You just can't store it in a native Zcash shielded wallet.
But literally, as I was listening to you guys and waiting to come on,
I was finishing off the little finishing touches on this thing.
So what I needed to do, so pass keys have this really cool feature
that just got released a couple months ago
where you can actually embed a seed phrase into the pass key itself.
Got it.
Gotcha.
One thing I do like about Infinix is I do enjoy the login experience. actually embed a seed phrase into the past key itself. Got it. Gotcha. I really,
one thing I do like about Infinex is I do enjoy the login experience.
That's mean with past keys.
So I think you kind of gave us a glimpse of the road ahead.
So you've got some,
some gaps that you want to continue to fill,
I guess for someone,
I guess kind of,
I want to give you a chance to kind of give the,
the pitch here.
Like the ICO is running still through Friday.
For folks who have been on the fence about wanting to get in,
what should they expect?
Why should they participate?
I think, again, the goal of this sale was to offer the token ahead of TG
at a price that we thought was cheap.
The patron entities are still trading at 300 mil
FDV. This is a hundred mil. So, you know, it's a discount from the patron price. And the patron
price, funnily enough, is down about 30% because there are a bunch of people who were kind of
flooded out of their bags, unfortunately, by the sale not going well. And, you well, which is a bit unfortunate.
But yeah, so the pitch is basically we are building an application that will be able
to do everything that you need to do in crypto.
A single application that you can use on any device, desktop, mobile, you can log in, you
can use dApps, you can earn yield, you can trade perps, trade meme coins,
every single thing that you want to do in a single place.
No more fragmentation, no more of all of the frustrations and kind of annoyances that we've been dealing with.
And we've spent the last two and a half years building it.
And the product is really solid.
If you go and try it out,
you'll see that it's probably
one of the most unique experiences
in crypto today.
I agree.
And I've been using it
a good amount here
over the last month
and I really do enjoy
the user experience.
So we're wishing you the best of luck.
Cain, thanks for coming on
and talking to us
about the ICO changes
and the product plans
and a lot more.
Folks, if you get some Folks, if you're interested,
get some rest.
If you're interested,
infinex.xyz slash sale.
If you want to check that out,
you can follow him on X at Infinex as well.
Interesting combo.
Always good to hear.
That was my first time talking to Kane.
So it was interesting to hear.
What was it?
Yeah, it's a cool guy.
First hand.
Yeah, I interviewed him in Dubai
and we've hung out a few times, but it's a good team.
They're just based on the other side of the world, so it's always hard to catch them.
But yeah, well, the market is looking good, Ty.
It is.
94K, we're on the doorstep, baby.
We're on the doorstep?
What's the key level, 94.5?
Well, I don't know what it is.
It was 93.5, but like Mando said like there's no more yearly high right and he's
like this is the same lines we've had on the show for
like we smashed through it
here finally for the first time
it was here at my level 93.5
but he's right
like there's no more yearly high
like if you want to go on the 12 month
chart see we're a little above it
right
our female quant's calling for 100k.
We're looking fucking good.
Look at this yearly chart.
Unless it's here, then you get smacked down.
So if you're going to get smacked down, it's here, right?
I don't know.
I got my ETH Farquharian Barbell right now.
This is my current trade setup.
I think the vibes have switched.
Pardon?
I think things have changed
Mando didn't
quite come across
that way I think he's a little bit more
neutral I would say
I'm more bullish
I really do think
Zoueda situation
is a game changer
for 2026.
Yeah, man, it's not too bullish yet,
but it's the most in the market I've been in a long time,
at least like a long, long time months.
I mean, a part of the depression in December was like,
there wasn't much going on.
Like there's nothing going on.
Headlines had slowed to a trickle.
I mean, that Christmas week,
I was trying to come up with a couple things.
I just wanted to keep my Twitter active,
and I was trying to come up with something to tweet every day,
and it was nearly impossible.
Dude, there was nothing to tweet about, bro.
I was tweeting about random shit.
And now we're back.
Now we've got some green candles.
Folks are back at the desk.
The headlines are going to start coming in.
And I think crypto Twitter, CT also kind of died because it was somewhat algo
changes,
but it was also because no one was writing anything because there was
nothing happening.
And now CT is kind of coming back.
So like the,
the vibes have gotten better.
I still,
they,
what's the bear case just for your cycle?
Like,
well,
I don't know what the bear case is for,
for,
for macro crypto here i can't
articulate yeah i um alter over value that's that's the one that i see also what is it the
only bear case that i've really seen is that alts are overvalued yeah i mean i i'm i, I'm not bullish on alts.
I'm only, like, right now, I'm just majors and, like, the major memes.
I do not believe alts are coming back here.
Like, the alts are useless compared to, like, I mean, you can trade equities now in crypto.
Like, why would I buy any alts for Google or gold?
I can just go to Hyperliquid and buy gold.
Because they go up faster.
Do they, though?
Yes.
Which alts?
Lit is up 15% today.
What stock is up 15%?
That's true.
But that's a new one, right?
I mean, the alts people are stuck in.
Virtual is up 22% today.
That's my counter.
I think the broad statement that alts are
like okay there's thousands and thousands of alts like there's still going to be some good ones
yeah right so like you have to be more selective i prefer buying the memes that's gonna be
interesting right what the memes versus alts um which. Like my barbell lately, I think most of this cycle is going to,
like this coming year, my trading strategy is going to be like
a major and a meme.
Or like majors and memes.
Right?
Because if they're also moving, you know the top memes are moving, right?
We got another glimpse of that.
Yeah.
So I just want Bitcoin to break out here
because I do think like
I don't know
I did buy a lot of ETH last night
to see if I can catch a trade to $3,400
but I don't know
it's lagging a little bit right
so like ETH got to $32 last night
there now again
it's now again
but Bitcoin's $1,000 higher
exactly
that's also why I'm buying it
I'm like it's laggy
it tends to run after bitcoin
we'll see i had a good salon trade the other day over the weekend but um we'll see definitely
paying more attention i'm not too bullish yet ty but i'm also not like i'm not too worried either
you know yeah i think we're all a little bit hesitant to get over our skis.
But it was the first time I actually went in heavy.
Like this weekend, I deployed a lot.
Like it was the first time I deployed this much since like October maybe, you know?
So I was not scared to deploy.
And I think that was a big mental shift for me personally.
And I feel like if it was like that for me, maybe like this for a lot of the timeline.
Like I was not scared to buy seven figures worth of crypto on saturday night you know um i think 945 is still a key level because that's where we got a few times in early december
and then we just barred the move yeah if we get past that and clear it and like hold it like hold
95 plus then i think folks are like okay maybe this maybe there's right here we'll see this is oh our our
quant bernie just texted he said this is it wow the big moment we've hit his blue line
the blue line breaking news just fyi bernie did send the second best trader
over the weekend he gave me this title.
Honestly, it was probably the biggest honor of my life since winning the soccer tournament in third grade.
Bernie's blue line has been breached, folks.
This is breaking.
Do I hit the breaking news thing?
Hold on.
I'm just kidding.
Anyways, no.
Fuck.
I just saw the time.
Let's give some money away.
Let's get on Yeet. Let's get on Yeet. Let's give some money away. Let's get on Yeet.
Let's get on Yeet.
Let's give some money away.
I just want Farcorn to break out personally because I actually rebuilt quite a position on there.
So that $400 million mark for Farcorn
has been historically, like, lately since 1010,
the mark where it gets smacked back down.
Like, the last rejection from 400 went down to 230.
So that would be a nice one
for your boy.
These memes are still like
Farcoin, WIFT are both
knocking on 500 million.
SPX is still 600.
Yeah. They're up there.
They're up there, man. They're still going.
WIFT is still a good trade, dude.
If it wasn't Farcoin I was
buying, it's probably another one.
It's been stronger.
WIF has been above Farcoin for months.
Gotta give it the credit.
It deserves, right?
And also, they're active.
They've been reply-guying to me.
They're reply-guying to a bunch of people.
I don't know.
I hear they're going to be on the Sphere. I hear they're going to be on the Sphere soon.
Actually, though?
That's a joke.
That's a joke.
That's a joke. I have to say, though, if they do make be on the sphere soon. Actually, though? That's a joke. That's a joke. You got me that one.
Yeah.
I have to say, though, if they do make it on the sphere, it would be hilarious.
It would be.
All right.
Who won?
Did someone win?
Did I miss it?
Okay.
Did I miss it?
Okay, sorry. Go ahead.
Hey, Rob. Hey, Rob.
Hey, Rob.
Congratulations on the first winner.
First winner of the year.
Hey, Rob.
First winner of the year.
You know, the only thing I stopped with with is the chart is fucked because it went to $7 billion, you know?
But besides that, if you really just zoom into, like, you know what I mean?
If you zoom it out, zoom into
just a recent, it's better, but
the only downside is I went to 7
Bill. Did it?
It was like 4.5,
5, twice though, which is
insane. So we had two chances to
sell before. Dude,
that's insane. I'll never forget that.
That was your 4 day
pepping away forister on Coinbase.
All right.
Vera.
Is Vera here?
Yeah.
King Veyron, I believe, is their handle.
King Veyron?
Yeah.
I believe.
Yeah.
I remember King Veyron winning a few months back, I think.
There he is.
He says, let's rub Mendo a little.
Cosign.
What are you playing?
What are you playing?
I think I'll play Lans Shop to kick off the year.
All right, you're right.
Let's play some Lamp Shop to kick off the year.
I wonder if they still have the festive one going on,
or is it still there?
All right, King Veyron.
Are we going to get a Valentine's Day?
With some broken hearts.
Wait, insufficient balance?
Oh, no.
I'm on the wrong here.
USDT.
Boom.
All right, King Veyron. You know what to do. Yeah, on the wrong here. USDT. Boom. All right, King Varon.
You know what to do.
Yeah, tell us how you want to play.
Yeah.
You already made 500 bucks.
Five jumps.
Okay, he's going to start with five jumps.
Like five jumps.
All right.
One.
Oh, no.
Mando did not like the comment.
Mando did not like you.
Mando heard that.
You know Mando. Every time we speak about him,
his ear, he's got to
got that ear, you know?
He heard you.
All right. Well, the good news is
this next run cannot
be worse than that one.
It is only...
It's up only from here.
All right. Let's run it back. Do you want to do five spaces
again?
Five? Five?
Five again, I'm assuming.
He says go again.
Okay.
Come on.
It's got to be better than the last one.
It's already better than the last one.
All right.
Two, three, four, and five.
Easy five.
Easy five.
This feels like a Trax King, Vera.
This feels like a Trax King.
What do you want to do?
What do you think?
What do you think, Vera?
Two more. Tworon? Two more.
Two more.
Two more.
I like that.
All right.
So that would take us right before the tracks.
And one.
Knock him out.
Oh, baby.
He's got to go to the tracks now.
Definitely tracks now.
This is definitely a tracks one.
Let's wait for him, though, because he did say two more.
But, I mean, usually, Ty, I mean, it would be really good. I'm going 100% of the time here. this is definitely a tracks one oh let's wait for him though because he did say two more but
i mean usually ty i mean it would be really i'm going 100 of the time here 100 i'm going
yeah but man isn't actually controlling the the game it's your call all right
this is i think this is our first ever cash out one before the T-Rex.
Who knows?
We'll cash him out, but I think this was an 11.30 run.
What do you think, Ty?
Yeah, I think 9.25.
I would have stopped.
I don't like this one.
You don't die
right after saving here, right?
All-Star King Bera!
He's on the all-star list.
Producer Charlie had his name.
The God Call.
Incredible.
All right.
A history-making stop.
That was crazy.
Wow.
I literally just said,
you don't cash out before the track,
and it won.
I said I would go 100% of the time.
And he laughed in my face and said, I'm not feeling it.
Touche.
Oh my God.
That was the most.
He said, I'm on the call with Mando.
Yo, add Bayron to that list.
Okay.
Because we need a few of these people.
Yeah.
Wow.
What a start.
Well, congrats.
You just made a thousand dollars.
You just made a thousand dollars. With You just made $1,000.
With that being said,
that was a great first show.
We'll see you all tomorrow morning,
10 a.m. Eastern,
standard time for the episode
of Film Hour on ROG Radio.
Let's go. Thank you.ん
Insights
Token L
P
