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Market Talk:BTC hits new yearly highs!!? HUGE memecoin pump? Alt szn!?
Recorded: Jan. 2, 2026 Duration: 1:20:30Space Recording
Short Summary
In a lively discussion, crypto enthusiasts explored the recent surge in meme coins like Pepe, which saw a 30% increase, and the impressive recovery of Monad, up 55-60% from its lows. The conversation also touched on Bitcoin hitting new yearly highs, the potential for an altcoin season, and the excitement surrounding upcoming airdrops and new projects, signaling a bullish trend in the market.
Full Transcription
Thank you. Thank you. Thank you. Thank you. Thank you. you I'm sorry. Music
Goodness and burden
Curses rest all day I'm a tear my sorrow Oh I'm sorry. Are you ready? Are you ready? Are you ready? Are you ready?
Are you ready?
Are you ready?
Are you ready?
Are you ready?
Are you ready?
Are you ready?
Are you ready?
Are you ready?
Are you ready?
Are you ready?
Are you ready?
Are you ready?
Are you ready?
Are you ready?
Are you ready?
Are you ready?
Are you ready?
Are you ready?
Are you ready?
Are you ready? Are you ready? Are you ready? Are you ready? Are you ready? Are you ready? Are you ready? Guys! Guys! Out!
I love you.
Guys!
Guys!
Guys! Oh, yeah. What else do we call? And blame the world and blame your finger.
We shall do the other.
Can't just run yourself beyond a savior.
So you carry on.
All you bear.
All you bear.
All you bear.
We sit right on.
I don't say.
I ain't telling you. All I agree. I'm with you right on the sky I'm with you right on the sky Oh my god
I'm with you right on the sky
I'm with you right on the sky
I'm with you right on the sky
I'm with you right on the sky
I'm with you right on the sky
I'm with you right on the sky
I'm with you right on the sky I'm with you right on the sky Thank you. I'm going to go. music Thank you. .
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I am a friend.
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The first is The first is The first is I'm going to go to the next one. Yo, what's going on, guys?
Prometheus, Louie, Mar, I see you guys in the audience.
What's up, y'all?
Happy New Year.
I hope you all had a fantastic New Year's Eve
and also New Year's Day.
Welcome back to Market Talk, everyone.
We're going to go ahead and get the year started off
in a great way.
Man, I love the price action, truly.
I remember earlier, last night,
I saw Pepe up like 30 plus percent and uh then pretty much
every single meme coin just started going uh absolutely ballistic whether it's on soul
um even some things um that aren't memes are doing quite well we're seeing monad back above ico price which is uh pretty
good if i were to say so myself maybe this uh ends up being like a suey from 2024 where suey
was kind of like the newest l1 that was uh outperforming during the second half of 2024. I think Monad now is up like 55%, 60% off of its low.
This is a high cap too, by the way.
And anytime we see Pepe outperform,
it's kind of like the market goes into PVE mode
where everyone kind of just wins no matter what sector you're in.
Even some ai tickers
are showing some strength today and uh as far as the equities kind of flat mstr didn't really do
much uh the queues are actually red on the day s p up like almost one percent going into the close
here over the next uh 15 minutes uh btc actually starting to look good here on the lower time
frames and uh as you guys can see on the title btc hits new yearly highs uh technically it is
a yearly high even though we're only uh in the second or third day depending on where you are in the world we did actually hit a uh new 2026 yearly high at uh just over 90k so i think
that the biggest thing is um if we can actually get above the 2025 yearly open which sits at about
94k and some change um i think we're gonna see some, to be honest. And I know Prometheus has been up here saying how if we're actually
do going to have a sustained bounce, it's probably going to be a lot higher
than the targets that most people have, including myself,
which is right between that 96 to 98K level.
98k level um and man if we actually do have a rally above 100 then things on chain are going
And, man, if we actually do have a rally above 100,
to get absolutely the wave of breadth that we're going to have is going to shock people in my
opinion uh we might even have a larger echo bubble than uh than what we saw over the summertime and
that can be a very real thing you could actually have a runner on chain that goes uh well over 100 mil a couple of coins
on usd1 which is essentially bonk fun hitting new highs over the last few days um we even have
things like wojack on soul that actually look pretty good here about to go into price discovery
um even boys club is up like 50 plus percent so everything is getting everything is getting a bid um and i
kind of have to ask myself like where is this bid even coming from because i know it's it's i don't
even think it's shorts unloading because things like pepe have been flatlined uh for a minute
eve is also back above uh 3 000 so it could actually just be spot buyers people that sold for tax loss harvesting
and they're getting back into position that could be one of the things uh we don't really have much
catalysts outside of uh i think next week we have trump that's um going to announce the new fed chair
but um i got prometheus got louis up here i'm not sure who else is going to show up
um as i said like pretty much this week and the week before uh it's probably going to be some low
volume but um we're going to go ahead and cook for you guys regardless before we do that guys
if you guys can go ahead share the stream show some love to the show best way to do that guys
is by clicking the spaces tab and right above our profile pictures uh you'll see a nice link hit the like button hit the repost button it does a
number of things helps please our tech overlords and all that good stuff and um listen i had a
pretty good uh new year's eve if i were to say so myself great new year's eve great new year's day and um had a killer workout session yesterday
went to the gym at about like 9 p.m on the first and uh there was only like five people there
and that was uh that was a sight to behold because if anyone here that's listening to the show
either live or the recording and you're an avid gymer, then you know it's kind of like the calm before the storm.
Usually it's like the second week, third week of January where gyms start to get extremely packed, man.
But then going into the first week of February, most people start leaving the gym.
It doesn't matter what kind of gym that you attend.
There's always
that new year's rush but anyways man i'm gonna go ahead and pass the mic over to prometheus i'm gonna try to run the show for at least 45 minutes again i think the real like the real volatility likely starts next week the first official week of 2026 and uh yo prometheus
man how was your new year's and why do you think tucker has had his phone on on uh do not disturb
man all i got was a uh happy new year's my fellow bank owner for uh for new year's that's kind of an insider that
we have uh bank owners that that comes from uh the avish the avishi community man they're always like
gm bank owners gm bank owners no matter what price is doing but uh anyways man
bro you know what also looks good man you want to know what coin also
looks good um meteora meteora looks absolutely fantastic and i think uh the ticker is met
and it's got like i think like a quarter or even less of the valuation um as pump fun and meteor is actually like making more money than pump fun
right now um i don't even know if pump is gonna have that huge amount of uh usage it did in q4 of
2024 um i don't think so man i don't think so and one thing i'm not going to do is get too far ahead of my skis.
I don't want to be taken out to the woodshed and be taken for a ride.
So Prometheus, what's going on, man? How are you?
Hey, what's going on? Yeah, happy new year.
I just kind of relaxed at home with the fiance.
It was very enjoyable.
I didn't have to, know worry too much like it's a Wednesday night you
know I'm not trying to go out and party on a Wednesday night it's kind of awkward it's the
middle of the you know middle of the week I really just want to enjoy kind of got some things done
that I needed to get done but I am enjoying the pump I am enjoying the pump. I'm enjoying the pump like always, as any avid gym goer would.
You've kind of learned to fall in love with the pump.
People who are out of practice and people who don't really go to the gym often, they don't appreciate the pump.
I don't know how anyone can be a fully able-bodied man and not trained dude like that
that's honestly a mind fuck if if i'm being honest it's honestly a mind fuck dude like
why are you scared to put a bar on your back bend your knees go past parallel and come back up or
pick a bar off the floor or pick a bar off the ground and press it
overhead and do it all over again like there is there are very few activities that require you
to channel such a level of aggression where you truly feel like primal, right? And that's what I have to say about that. Yeah, I think it's really important that,
you know, people use their bodies and condition them just like they would their minds.
You know, I think it's, you know, the body is a temple and the mind is a sanctuary kind of thing.
But man, I just, I love the pump that we're seeing today. I mean,
I've been mentioning that you're probably going to be seeing some of the short exposure get taken
out to the woodshed and that's what we're kind of seeing. You are still within the range. I think
that's important to kind of understand, right? I don't think it's, you know, necessarily something
that, you know, people should be getting out of bed for as of right now.
If we confirm a break above 92, you're probably going to see an unwind in the 96, 98.
Last line in the sand for bulls is it is going to kind of be your 100K level.
I am in the camp now.
If you get above 100K, there is no reason for anybody to be bearish on
this market. I mean, I did mention that there's a possibility, you know, that if you come into
that level, you could be seeing potentially, you know, you could still kind of be bearish on the
market. My thoughts now are if you get above 100k, I mean, we're going to be going so
much higher and you're going to be going to new highs. I mean, granted, there's a lot of supply
within the market and I would be very shocked if you get above 100k, but you just kind of have to
understand like your 365 day rolling VWAP is at that level. You have a lot of confluence kind of across the board. I do like what we're seeing here. I
think that there's more room to the upside. You're seeing a little bit of breadth on chain. I was
talking with Jill earlier today. There's a ticker called Repo that I'm going to be diving into a
little bit more here going into the end of the day, just because I need to kind of dust off my on-chain skills.
It's been something that I've kind of, you know, it's been a little lackluster for me recently.
And it's definitely something that I, you know, need to be brushing up off on. If we're going
to get a break above 92K, I think on-chain is going to do fantastic uh equities are still kind of in la la land though
vixen volatility to me is still screaming we're going to be seeing some more upside i think that
there's probably a nice window of opportunity going into the beginning of february at least
uh for further upside i think if you can capture if you can capture you know this upside in the beginning of Q1 of this year and then look for some nice short positioning going into probably Q2 of next year, I don't see pretty much over like 86.6 to 86.8.
You get a confirmed breakdown below those levels.
For me, it's pretty much confirmed at this point.
You're going to be going into new lows.
But as of right now, I'm enjoying the pump.
I'm enjoying what we're seeing across the board.
And there's no reason, in my opinion, to be super bearish on this market until proven otherwise.
And I think there's more opportunity right if we start to stall out I think you know it's going to take a good week you know potential week to to to create some form of a topping structure that would roll us over you know back down to range lows but as of right now the pump is nice still have some work to do I mean I I'm very aware of that but as of right now i like what i'm seeing man well you know what we got to do bro we got to find the next key
to this key to started rolling uh before btc and the broader markets bottomed out and that can be
a really real thing man and if the market is going to reprice fundamentals, which I think it will, it always does.
Like, always.
We even saw that in the rally in Q3.
After Pump had bottomed, Pump outperformed the majority of the market by a ton of multiples.
of the market by by a ton of multiples i'm talking like three digit multiples pump went from like
I'm talking like three-digit multiples.
what was it like 0.2 damn near to like a penny and the broader market as far as like projects
are on that same valuation or even a bit lower didn't really do much you feel me um so when i
look at something like a meteora right i mean that that's probably like a contender for it to replicate kind of that same pump.
And we also have the Jupiter airdrop happening in like three weeks.
But I think, dude, to be honest, I don't really think the airdrop is going to be that big, especially with like pump swap coming out last year and more people using Meteora,
especially after like the volume that was extracted from the market after Trump and
Melania.
That's something to keep in mind as well.
It's going to take a lot for that liquidity to come back.
And I think people really underestimate like how long six months in crypto is
a lot can happen in six months you could actually have a plethora of new tickers that come out into
the market and steal attention from current trending tickers if there's a trending ticker
that's like outside of uh little niche circles on solar on base or or what have you man but um yeah dude you have a
pretty good repertoire you found kita extremely early on you spoke about it on spaces i think like
a few days after they tge'd um you also spoke about advances and aster before they had their
monstrous rallies man so you know once you once you go on chain and do your research,
I'm sure you'll find us a banger, bro, you know.
It actually does take a lot to find winners in this market.
By winners, I mean things that go, like,
above a quarter billion in market cap.
That is a winner, man. That is a winner, man.
That is a winner.
So I'm excited to see what you come up with, man.
Dude, on that point real quick before you pass it.
For on-chain winners, like when you find something, it is like a diamond in the rough.
in the rough and it sticks out like a sore thumb. It sticks out so fast. And if you,
And it sticks out like a sore thumb.
It sticks out so fast.
like you find that diamond in the rough, like I said, it's going to be so apparent,
so apparent and so obvious to you that you're just going to be like, this is gold. I mean,
I remember when I found Keita, I was like, this is either the biggest scam in the market or this is going to be, you know, the next billion dollar runner.
And that's what that's what happened.
It's when you find something that's gold on chain, you know it almost immediately because there's so much garbage that we see day in and day out that when something good pops up you almost always you almost immediately know it
that's real man um even if it is a scam dude like crypto has proven that scams pump the hardest
and whenever there's like a narrative where people say oh why would i buy that no way
it sounds like hot garbage it usually pumps the hardest man uh 21
after uh tara announced their uh ust stable i think that the consensus and i remember i was
like insanely active on uh on ct at the time it was oh why would i go to another l1 if like all
the stable coins are on eth and defy is is so hot and Synthetix and Maker
and Compound are running so hot right now? Why would I bridge on over to Terra? Why would I go
on over to another L1, right? And then Luna became like one of the largest outperformers in 2021,
even if it eventually did go to zero, right? Same solana there was nothing to do on chain defi
wasn't even a thing and i think the only thing to do on soul in like early 2021 um god damn dude i
think literally nothing man nothing at all i think the only things that came out during that time period where the low flow
high fdv scams like serum serum was one of them bonfita was another but i don't think the first
nfts on soul came out until like february or march and they were like these weird 2d aliens called
solaniums or solariums i totally forgot dude but um the floor on those things were like
0.25 soul and within weeks they shot up to like 40 50 soul which was absolutely insane man that
that was batshit crazy and more recently i think that was the case with memes, but more so AI, dude.
In Q4, you remember, dude, in 2024 when Go was stealing liquidity, I was like, dude, this shit's fucking garbage, man.
And it wasn't until it had that pullback from like 400 mil down to 250 where I'm like, yo, all right, if this thing doesn't die and go to zero, then this is actually a real thing.
thing doesn't die and go to zero then this is actually a real thing and and after that we went
on an onslaught found zerebro ray uh ai xbt and a few other agents on virtuals man but dude bro do
you think virtuals makes a comeback man in a big way like if i think it definitely can i think it really depends on how they, it really depends on how they kind of manicure their ecosystem.
I think that that's something that they kind of got to do.
They got to kind of clean up a little bit of the garbage that's in there. stick to the quality and do another season where you, you know, do another season where you really
put a lot of emphasis on wealth generation, which they've done time and time and time again,
they're going to do fantastic. It's the number one AI trade, in my opinion, without a doubt. I don't think there's anywhere else that you can go that really flourishes or is going to as flourish as well as they're going to in a bull
market just because you have so much liquidity within their ecosystem that just feeds off itself
in a way, right? It's this positive feedback loop.
I think it's the number one trade, without a doubt, in the AI sector if AI pops off again.
Yeah, probably when we talk about, like, PVE and something that won't rug pull you, man.
I think people forget, dude, this thing went to five bill market cap.
It was the number one asset by market cap
on base and i think it ran up like after they tge'd they went up to like 10 mil didn't do a
damn thing and within like six months from the summer of 24 all the way to early 25 you're
talking about like a thousand x dude 10 mil to almost five bill that's well over
a thousand x man and um it's a project that like the e foundation has written articles about
and i think the team posted an article like near the top of that echo bubble that we had in uh
early november of 25 where like you had that massive complacency bounce when btc hit
116k and they wrote an article stating that like their unlocks like the team supply they're not
going to get any of their allocation until uh they meet certain market caps which i think should
happen for all teams to be honest i definitely feel like it should happen with newer projects like monad like lighter um i think hyper liquid just going to be up and to
the right for the next like 10 years um if they don't get hacked or or anything or if draft doesn't
go to jail i think hyper liquid is probably going to be perpetually up and to the right
as far as dexes go that's basically like the the binance of uh of
dexes and you have so many trash perp dexes like after binance came into the market in 2017 you
had all these like bucket shop exchanges that all got fucked in 2022 so it's probably going to be
the case with with other um like third tier bucket shop Hyper Liquid competitors, man.
And maybe they'll do a second airdrop after the Jupe Reverse airdrop, man.
But I'm looking at Monad.
Token looks good, but on-chain is still absolute trash.
I know they got some projects lined up for early Q2.
I think there is like one token.
I'm not sure if they've TGE'd yet, which might actually be a good play.
It's called Kuro.
It's like their number one dex.
I'm not even sure if they've TGE'd yet.
I haven't seen it on deck screener.
But it could be a play.
Again, could.
I just think they have to get their motion back
because, like, I mean, markets generally been shit for VC projects.
And you probably need Sol at, like, 170,
ETH at, like, 3,600 for on-chain on some of these other O1s to get hot.
I mean, that's usually the trend, right?
You need soul at that
like magic price point between like 170 200 eth at 36 3700 and then you have like your newer projects
on chain again i'm talking on chain not like their specific uh l1 asset price i'm talking about
what there is to do on chain that's when you usually have that stuff
popping off going up like crazy man but uh i'll pass that on over to louis he didn't get to speak
um i don't even think louis got to speak in any of our spaces this week man
um shockingly enough like people have actually shown up to these spaces this week, despite it being New Year's.
I think we had like eight speakers, too, on Wednesday and also on Monday when he came up.
So I'm going to pass it on over to Louie, then I'll pass it over to Ragsy.
So, bro, Louie, what's going on, man?
You're an absolute winner, dude.
You had a hell of a year.
Your boy was born last year wasn't he in 2025 or
is it in 24 no 2024 he's a year and a half oh okay geez i'm sorry bro i thought he was like
it really does man you've been with us uh coming up on two years in may so yeah i'm sure 26 is gonna be a banger bro but dude how do
you feel by the way um with pepe having this like massive green candle to start off the year i i
don't think it's like shorts coming off for what it's worth because the volume on Pepe on chain and also on centralized exchanges has essentially been flat for a while.
Insanely flat.
So, dude, what are your thoughts on that?
Do you think, like, maybe that kind of signals another PVE environment?
Anytime we've seen Pepe have these, like, random spikes up, it's usually at least since early 2024.
Anytime Pepe starts to trend up, even on local timeframes,
it signals a wave of breadth for every sector in the crypto market.
That's exactly what we're seeing.
We just look at Monad, right?
That's been doing quite well the last few days.
Yeah, it's definitely a good sign.
It's definitely a good sign,'s definitely a good sign you know seeing
that you know money is flowing back into the market you know you're seeing it across the board
here but with bitcoin and eth you know not really moving much right they've been kind of just slowly
getting t-wopped up over the past uh several days uh to week you know over the holiday
we're finally starting to see altcoins kind of reflect
that move. And it's good to see. You mentioned Monad. Monad's one that I was buying at the lows,
which is great. You know, I'm up like 40, 50% on those buys at just to have some long exposure to
the altcoin markets, because no matter how bearish I want to be or skeptical or cautious,
being in crypto for this long, I know that altcoins can pop off at any moment.
They look the worst most of the time before they're going to look the best.
So they look the pumpiest when they look the dumpiest.
So it's good to see.
It's good to see some green back in the market.
I wouldn't get overly excited, though.
Again, we're only one day into the year.
I mean, obviously, crypto was trading yesterday,
not like the equities,
but this was the first trading day for equities to start off 2026.
I will say equities got a little bit of a fakeout today,
you know, got, you know,
started gapping up on the
day and gave back almost all that you had stocks like tesla down almost three percent you had
stocks like plant uh palantir down five and a half percent so you're seeing uh some of these majors
uh still kind of struggling here which is what i've been referring to um and you have the s p now pushing
back down inside its range after making a fresh all-time high heading into the holiday week so
i will say i'm still extremely cautious as far as equities are concerned just because you know we
made an all-time high you got back below inside your range they could easily send it back up but
until they do improve it i'm still looking for that follow-up trade
to the downside in equity markets uh and sadly i still think there's a possibility that that puts
some some weight and some pressure on the crypto market um but we're seeing like even like a day
like today where i mentioned all those things are red and down you're seeing what all coins are
doing so maybe there is no correlation right we're gonna have to wait and see um but
it's great to see money coming back into the market uh pepe you know doing its thing uh that's
great you're seeing stuff like andy pepe up 20 and he's up 40 love to see it uh just you know still
holding on to that uh correlation um there so yeah it's great to see i just wouldn't i wouldn't go
chasing pumps here right i definitely wouldn't it's either your position for this or not. You're way better off
just waiting for pullbacks if you want to, you know, DCA on those, but it's either your position
or not, you know, before this happens, if you go chasing, that's a recipe for disaster.
So I say it's great signs. It's a great start. But I do want to see Bitcoin at least above 90K at a minimum, 93, 94K ideally to really have more of a risk on appetite here in crypto. Anything below like 92, 93 is kind of noise in my opinion, but it's good to see the strength it's definitely worth uh worth paying attention to
and looking for some opportunities um and yeah that's pretty much it now i'm excited to go into
the next couple weeks and see how we uh open up q1 that's a real thing man i'm excited for the section after uh the fomc on the 15th um i think almost every almost every fomc after june has
has basically resulted in a in a mini downtrend um i understand we had some bounces after the
fomcs but lately they've just been basically the signal for death of volatility or more downside.
But one thing I will mention, bro, is I do think some alts have actually bottomed out.
I will say that.
I do think some alts are actually bottomed out.
Even if BTC were to retest ADK or 75, or even a little bit below below uh 75 i know some people
like speculated how a retest of 65 would be on the cards but we all know with on chain right like
there are some assets that do actually get floored before the rest of the market and the only thing
that happens is that volume just dies off and
then you have new whales come in and they scoop up new supply that they've never owned or you have
like old whales that sold onto the chart and they come back and um and just look at tibber dude
tibber last year um went through all that volatility and i think it peaked out at like 430 mil or something like
that and that was a ticker that survived the the tariff correction and um with on chain dude
there's always this trend where if there's a massive shakeout on the market attention
dissipates away from that ticker and sometimes it just never comes back right you had all these
ai tickers that were red hot in uh in late 24 and then after the tariff correction most of them
went away with the exception of ray which still went on to make a
new all-time high tibber made an all-time high and i think i'm missing like one more ai agent
that actually went into price discovery um i just can't remember the name but i know dorito was like
super super super bullish on that one man but one, man. But are you doing anything on chain, Louis?
Or just like fully sizing some Monad right now?
Yeah, nothing on chain right now.
I just, I'm sure there may be a time for it.
And there's people that are playing on chain and doing well more recently.
It's just not something I want to get into right now.
I was heavy into it when Bitcoin was still above 100K.
Since we lost that high timeframe market structure for Bitcoin, for me,
that's you're more or less you're throwing darts at a board there.
If you're going to hit a winner or not, I'd much rather just stick to what I know best, which is doing, you know, higher timeframe TA on these tickers that have at least some, you know, history.
If you're going to hit a winner or not, I'd much rather just stick to
Right.
But I mean, like stuff like Pepe, seeing that pump, that's a great sign.
It tells you that, you know, memes aren't dead just yet, whether it's a dead cat bounce or not.
I mean, we got Doge up 11% today, you know, so memes ain't going anywhere.
I just right now, the way I'm leaning, I just, it is a little too risky right now
to dive into that.
I'm sure maybe at some point I will, but right now just kind of sticking to the
basics, high mid caps and paying attention to the newer stuff like monad l1s
because i really am shifting towards uh you know cryptos or digital assets that actually do
something right uh i think you know if you looked at the last two two years of price action in crypto
you know um yeah memes memes popped off here and there, and we had some runners, but, you know, I don't know if that's what's going to lead this market as a whole higher, this asset class.
It's just meme coins and funny names, right?
I think it's real-world use case tickers that have products, make revenue, or solve a real-world problem, you know, heading into the next 5, 10 years down the road.
Those are the tickers
i'm looking for and then you know if we get a sustained rally at a bitcoin crypto eth you know
all that stuff uh for more than a couple days uh or weeks you know then then maybe it's worth you
know taking some profits off the board and maybe dabbling on chain but right now just not uh not
in my risk appetite at the moment.
Just focus on what I'm watching.
Yeah, I feel you on that, man.
I think the pump fun platform for Monad is called nad.fun,
something like that.
I'm not sure what their valuation is, but when they TGE, maybe that'll be the first play on Monad that you can actually get into before it spikes up.
They had some shit launch.
I think it was called Chog, where like within the first 30 seconds, it goes to like 7 mil, 8 mil, and it was like a 13 mil topper.
And most of the run happened within the first hour of launch.
So it's like you basically had like a Solana type of launch with insiders just sniping the launch.
And I think that's what like fucked the the like the first possibility like, oh, shit, there's a new chain and on chain could actually be pretty hot on this thing.
Maybe thatfun is a
little bit different right perhaps like that launch goes smoothly and it lets people actually
like size in instead of like all these snipers just going in all at once man um i would like
the market to have something more than just like your typical solana and and base plays i do think there has to be like
a third chain just that anytime that the market tries to price that in something always
happens uh they tried doing that with suey um and then i think like one of their decks
has got hacked earlier this year in like may. That ruined essentially all the momentum
that Sui had against the broader market.
They tried doing that with AVAX like in 2023, Q4.
And all they ended up doing was this like meme coin fund
that marked the absolute top of the cycle
for AVAX in every direction.
I think they peaked at like 80 bucks or something like that and
I think their biggest meme was like it was I was
It was that one that Kalio was shilling dude forgot what it was called this sui man
No, no cocky. No. I'm talking about oh shit. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Well, new i'm talking about oh yeah yeah oh shit yeah yeah yeah yeah i'm just talking
about like throughout the last few years anytime the market tries to price in that third l1 to
play on chain and it always ends in like the most disastrous way possible man um what else did they
try to run dude i think they tried doing something on cardano
and snack went to like 200 mil or something like that and i think most people missed out on that
one um and don't even get me started on on bnb like it was it was cool right aster and all that
stuff but it was just aster and a few chinese. And then 1010 happened and like the bid just disappeared away from that chain.
And I don't even know if it'll ever come back, dude.
I think most people have like a sour taste in their mouth when they think about BNB.
Did you ever use BNB, Prometheus, or not?
Dude, I did it during the flight to Yuan, if you know what I mean, where everybody
was leaving the United States dollar because the US government was going to fail and China
was taking over everything. And then Binance and CZ without fail. I mean, without fail, out fail you saw 90 of the liquidity on uh binance smart chain leave in like 72 hours
geez bro yeah i don't know if bmb ever makes an all-time high again to be honest um
by at least by a substantial margin and on chain, dude, like, dude, you remember how
those pumps would, would literally replicate Solana at peak bull market euphoria.
Um, and they would say like, oh, our, our, our social media account got hacked.
Don't buy four, uh, or the other one that went to like 500 mil. And I think it was just a whole bunch of insider trading and tickers that
didn't even allow you to size in.
So yeah.
Yeah.
That whole thing,
that whole,
that whole thing,
like it was like a couple of days leading into 10,
10 where literally every on chain ticker on BNB dropped 75 to 90% at the
same exact time.
That was just the biggest scam I've ever seen before the actual 10-10.
So that kind of foreshadowed it.
So, yeah, that was all insider bullshit probably.
And like you said, probably left a bad taste in a lot of people's mouths.
You had that.
You had all this Solana bullshit going on where it's like you were an insider cabal on any of these pump fund tokens,
you'd likely got rugged. So yes, I mean, I agree.
I think there's room for another L1 to come in.
I don't know what's going to happen to BNB. I mean,
obviously they're still one of the largest exchanges.
I don't think they're going anywhere just yet,
but it's probably going to take a while for people to kind of uh get around that
or they just need to kind of milk the new participants that come in because a lot of the
older ones are kind of just like they know like they know what happened they know what's going on
so i don't know i don't want to fund it but yeah that whole that whole thing was was totally uh
orchestrated somehow some way um and yeah the market hasn't been the same since so
that's why i just like that's why with the on-chain stuff i just i just don't know like
sure i see some stuff popping off here and there but like i mean are people going to return to
doing that stuff like maybe i don't know i could be totally wrong um but like worth anything worth
like sustainable i don't know did you see what they
did to broccoli like last was earlier this week yeah it was on the 31st man they ran it up like
that mooting um scam pump they ran like a couple of months ago they run it from like 15 mil and
then like to 20 30 below its previous all-time high and then they nuke it all within
three minutes bro it was insane bnb is doing like they're for sure laundering money through those
shit coins yeah that's a real thing man i mean i'd like to hear the case for bnb actually having like a
sustained bid with real people buying it and not like a coordinated twop uh to prop up some things
on chain dude um and that brings me back to like just the comparison between hyper liquid and bnb
the hyper liquid growth story is still happening.
And there's still things to look forward to,
whether it's Binance.
It's like,
I mean,
I mean,
how many more third world countries can you onboard to Binance for them to
lose their money?
Right.
Remember that Binance junior,
that Binance junior post,
dude.
Now they're coming for the kids.
They're running out of your liquidity.
Dude, they literally, they literally said F them f them kids we're gonna liquidate them all jarvis now liquidate the kids like yeah don't make no mistakes bruh i i think no mistakes
yeah yeah dude i i think youth should find crypto on their own, not have it being shilled by a grown-ass adult talking about, like, meme coins and shitters as if they were panhandling crack, like, selling crack in a corner, right?
Like, hey, let me tell you about, like...
That was extremely weird.
That was extremely weird.
I think that's extremely weird, bro.
I think that's extremely weird, bro.
Like, as a grown adult, right, if you're over the age of 22 and you're shilling crypto to, like, a 13-year-old or a 12-year-old, you need Jesus.
And you need therapy.
You probably need therapy, man.
man a lot of it just the way some people go on rants about some of these assets as if it were
A lot of it.
like the most life-changing thing is honestly quite weird you're just writing beta off the
cocktails of like indexes going up that's that's what it all is because yeah if the s&p does not
go above 7500 you will not see bitcoin anywhere,500. You will not see Bitcoin anywhere near 150K.
You will not see ETH anywhere near like 45, 4,600.
Like you actually need the stock market to be thriving in a huge way for the shitters to be in massive PVE where it actually rewards dumb money as it did in q1 of 24 q4 of 25 and more recently
the summertime i think the summertime was like one of the last periods where you can just throw a
dart um at any name that was trending and make a ton of money that period from like, I would say like mid, late June, where Bitcoin had that higher low at like 92, 93, something like that, and then pumped to like 123 in mid-August.
That period was just straight fire, man.
The definition of a rally of breads.
You had ETH BTC marking up over 100 that's another thing too that we
got to watch out for have you guys taken a look at either btc recently or not yeah it looks pretty
good i think it looks pretty good um it's like it's trying to reclaim a multi-year range right
um if it can and that and that's kind of where i'm torn right because you mentioned like
crypto is not going to do unless like the s p and equities are melting up i kind of agree and that's
kind of why i've been a little skeptical here and cautious because you know equities i feel as if
are due for that pullback of some sort can it come after a pullback yeah absolutely um but if it were
to happen from here I think that the odds
of that happening are less or at least it's not going to last as long right so you know
kind of in the camp where equity we do see that pullback in equities maybe maybe something happens
I don't know I'm not gonna be the guy to try to time a black swan event but maybe something
happens in the system it breaks you know they break out the money printer they they got to
revamp everything and coming out of
like a big drop like that i mean like you mentioned some altcoins may be bottoms and i would agree a
lot are close right if they're bottomed if not they're close and like you know maybe they chop
around in that environment maybe they may slightly lower lows but coming out of that um i think we
could see all coins and even low cap stocks start to shine. You're seeing the Russell kind of flirt with price discovery again.
So that's kind of telling you that the market does have kind of an appetite
for like to move down the risk curve.
I'm just skeptical that coming right from here where everything just continues to melt up,
I feel like there needs or there should be or there might be some sort of correction first
uh and then coming out of that um you know we could see that
yo prometheus do you think we're gonna have a non-chain runner this quarter bro
like what does your gut say i mean we also have some pretty pretty bullish on monad and he also
called out a coin and if ansem's writing like paragraphs on Monad, and he also called out a coin. And if Ansem's writing, like, paragraphs on a coin,
and then he chooses, like, his next 0-1 trade,
I mean, as much as people want to say,
oh, do you, like, fade large accounts when they write a thesis?
Like, I think out of all the large accounts, dude,
Ansem has had a pretty good hit rate as far as, like, picking a high cap
and just going on full shill mode.
He did it with Sol at like, what was it, 15, 18 bucks, right around there.
Maybe even like 12 bucks, something, somewhere along that line.
And then he went pretty big on Hyperliquid soon after that.
And yeah, I'm just going to go based on what history has told me bro
so if you have some people also alawatt there's this profile called alawatt trades that i've been
following for a couple of years um he's also flipped pretty bullish and like right after he
uh posted something soon after that pepe just starts melting up so i'm having some confluences with
certain profiles that i've been following over the last few years that also kind of add like
all right we're kind of due for some like massive rally of breadth
yeah bro i mean if you look at like if we break 92 and you look at what's gonna happen i mean
we're definitely gonna you're gonna see either some new narrative pop off
or you're going to see a small,
like secluded sector on chain do well
because you got to think about it.
Probably half, if not more of the participants in CT
or in crypto, Twitter, or just crypto in general,
the only way they know how to
make money is through on-chain trading. So if half or more, or let's say up to 60% of everybody
in crypto is an on-chain trader, and if they see Bitcoin and majors doing well, where do they go to?
You see Bitcoin and majors doing well, where do they go to?
They go to on-chain.
So you got to think that if majors are doing well, a majority of participants, they're
going to put their liquidity on-chain and they're going to go trade on-chain, which
means that on-chain does well, right?
It doesn't necessarily mean there's as much breadth on-chain or it doesn't mean that certain
tickers are going to go as high as what we've seen previously the cycle, but you're going to see things on chain do well.
And there's probably going to be some new narrative that spins up.
I'd be shocked if there isn't.
And at minimum, I mean, you probably see if you were to like gun to my head, what would
I expect to do?
Well, I think that you see a small little window of opportunity for like Manad and Manad things focused.
I think that there's actually going to be a trade there.
And I called it on my timeline like two or three weeks ago that Manad looks like primed for a bounce.
And I think it's just a recency bias thing.
You know, what do people know?
Your fractal played out too, man.
Yeah.
Your fractal played out to a t
bro that actually bottomed out at like a penny and a half you know i think that was like near
that complacency bounce that it had at like three and a half cents or whatever you're like mon
community this is the future and it played out what were you saying i'm sorry i just wanted
to throw that tidbit there bro bro last thing i'm gonna say costco hot dogs fire
bro you know what man i'm actually gonna have um i shouldn't say this but i'm gonna go uh i'm
gonna go to costco with with someone and um i think think like going to Costco on your first endeavor with someone,
um, I'm not going to say another word, but on your first endeavor with someone on your first quest
with, uh, someone, I think going to Costco and enjoying peak Americana experience is,
is quite good, man. Um, like I'd, I'd rather, I'd rather take a girl to Costco than to Starbucks or, or a coffee shop,
you know? Um, cause if you don't like Costco, then like,
you're just not, I don't think you like fun.
I think you like misery because Costco is like,
are you saying to take your first date to Costco?
Is that what you're saying right now?
Dude, I'm not using the term date.
I'm using the term quest.
I'm using the term quest.
But anyways, dude.
Not dating advice.
Do your own research.
Yes.
Yeah, literally, dude.
But if you think about it, it dude like you can do so much
at costco right um you can window shop you can eat you can have a coffee um i think they have
like they do have depending on what location they still have those interactive like gaming stations where you can play some PlayStation. You can bounce on the bouncy balls, sit on a sofa, get a 10-pound bag of chips.
I think that's a little too nice, bro.
Honestly, I think what you really need to do is figure out if they're a keeper or not.
All these bros want to take them out,
spend $400, $500, $600 on sushi,
go get steak dinners on your first date.
Brother, I don't even spend $500 on my family members.
Why would I spend it on somebody who I don't even know?
Right?
I mean, what are we doing?
So my suggestion, like you said something casual something cheap
and you'll figure out if they're a keeper or not introduce her to pump fun and just rug her bro
that's that's that's what it should be introduce her to a coin dude rug it to zero and see how she
reacts if she says if she says hey i want to buy another ticker, she's a keeper.
If she quits, dude, she's not going to last.
That's cheap, bro.
That's like $25, $30, man.
Yeah, if she can get rugged on chain and still be cool, she's a keeper.
All right, man. I think this is a great place to wrap it up
man it's a nice quick short form show um if anyone wants to come up and yap by the way feel free to
hit that request button we've been streaming for about an hour um again there's really not much to
discuss it's the first official trading day of 2026 and it's a friday usually
friday shows are like the least amount of volume that we do here on the show as far as attendance
and all that stuff but if you guys want to come up and uh yeah before i close off the stream
feel free to do so this is your first time tuning in guys i go live here throughout the week at 3 30
p.m est i'm gonna
give it like 10 seconds if anyone wants to come up and yap i see poyo in the audience poyo just
get on up here if you want to chat bro uh but i am wrapping up but if you want to come up and yap
for like two three minutes feel free to do so if not i guess i'll catch you on atp if you're gonna
go live uh later on tonight but yeah guys as i, it's the first full trading day of the year on a Friday.
Not much action.
Few things on chain, Pepe, all that stuff.
But I would like to see how the market reacts on like the first full trading week of the year.
But I will say that Pepe having like a 35 plus candle oh we have ragsy i thought she
left uh but as i said i do think pepe opening up the year at 35 plus percent i think that's
actually quite bullish i think most of that volume comes from spot and not from people
longing like degenerates um so i don't know if you see pepe mark up like another 15 20 percent
this weekend you probably see like a bunch of new runners on on chain we also have world liberty fi
that's going to be unlocking like 130 mil of their uh stable coin supply treasury and that's
probably going to mark up all the trending tickers on USD1.
You've got OneCoinCanChangeYourLife at like 25, 26 mil.
You have ShitPissSkinCan, I think I'm pronouncing the name right, at like 15 mil, and then also FKH that's sitting at like 14 mil, 15 mil, something like that.
So those probably mark up aggressively as well.
If you start seeing Pepe continue to mark up and ETH going to like 33,
I would like to see Sol going back above like 160 for on-chain to really, really go crazy.
You probably see like 6-7 coin also make new highs if Sol starts to lead in the top 10 again.
But Ragsy, what's going on?
I was wrapping up the space, but then I saw you come in at last minute.
How are you?
What's up?
How was your day?
Oh, shit.
Sorry.
Sorry, straight.
Can you hear me?
Yeah, you're good.
You're good.
Are you talking from your laptop, I'm guessing, or computer?
Nah, I'm in my car outside.
I just went to the cryotherapy where they freeze you and shit.
Yeah, that works.
I know.
I love it.
I love it.
I swear by it.
But yeah, no, I was listening to you, though.
I agree with everything you said.
I think we're going to volatile between January 3rd and the 18th.
And the 18th, that's my guess.
That's my guess.
And I think we're going to head back up.
And I think we're going to head back up.
I think that, and I agree with what you said, where you're like, don't FOMO into this pump.
Like, I'm waiting an extra week to buy.
I'm watching also the micro strategy stock situation unfold.
And I think, yeah, I don't think the bull runs over.
You know, I think we talked, like, it was like New Year's Eve or Christmas Eve or something.
Like we're going to get this alt point season.
I have absolutely like no doubts we're getting an alt point season.
The question is just when, but it is going to be this year.
So I've just been trying to, you know, scoop up the bottoms of charts because this is how like everyone, I've been on TikTok a long time.
Everybody always asked me like, how the fuck did you get a 10x, a 20x on this or that? Or like
XRP, for example, I bought like a ton of it during the bear in 2023 when it was like 30 cents. I
already had it, but I was like, they're going to settle this suit. And this is going to
literally be one of the senders. I was right. People like get their emotions, how they feel
toward their altcoin picks. Like I really like this one. It's not what you like. It's what's
going to go up. You know what I mean? Like, I know a lot of people don't like, didn't like XRP.
It's this and that. Yeah. But it's literally one of the top performing altcoins this full cycle. That was one of the ones you had to have. So it's like, I just kind of play the game till it's over. But that being said, there's a lot of altcoins that were bottom Christmas Eve. I was in my discord. I was like screenshotting them all, all the ones that I'm buying and stuff.
buying and stuff. And I think that, you know, the opportunity was actually New Year's Eve and
beforehand, but I think we're going to get another bottoming opportunity for certain altcoins mid
January. Then I think, yeah, I think like I'm guessing the bottom for certain altcoins will be
there. Also the Pepe pump, no, literally no surprise. I've been saying
this the whole cycle. Pepe's not done. Pepe, if we're getting this Ethereum run, Pepe is going
to absolutely fucking send. And that's going to be the lead narrative. I have no doubt in my mind
on ETH. So I'm super bullish on that. I'm also excited for what you said about the USD one. I personally like the flying horse on the on the USD one. I think it's a great narrative. I think it's very bro-y. It's cool. It's hip. You know, I know everybody, you know, they form their little tribes around these coins, but that one has a lot of appeal. It's a character Like the other coins that are on that chain aren't characters.
You know, you got to have a character.
If you're going to have a leading narrative on your new thing, whether it's a chain or whatever, it's got to be a character.
So the horse is just like, I just really like that one.
So I'm excited for USD1.
I think it's interesting.
I think a lot of money will flow there for meme tokens.
But yeah, I'm still buying stuff. I'm still watching the chart. I'm trying to make some
epic alt point trades where I literally buy the exact bottom of certain alts and sell the exact
top. So I am like a laser focus. I really believe we're not going into a bear. I think we're going to get that surprise.
Yeah, all point in season. And, you know, it's the year the fire horse is upon us. It's coming February. And, you know, according to that kind of astrology, it comes very fast and unexpectedly.
So that would be in line with a surprise altcoin season or a surprise pump
or something like that. So it's also part of the reason why I believe we're going to get this
Ethereum run out of nowhere. When everyone thinks it's over, it's in line with the astrology
that I've been following for many years. I'm somebody who uses Chinese astrology,
not Greek and Roman astrology. They're a little different. But yeah, so I'm somebody who uses Chinese astrology, not Greek and Roman astrology.
They're a little different. But yeah, so I'm very bullish for 2026.
This year is going to be so good for certain people. It's going to be so good.
It's going to be your best year if you're paying attention.
It is. Yeah, the fire horse year only comes once in like 60 years.
Like this is not going to happen again for a long time.
It is going to be an amazing year for many people.
I'm very excited. And yeah, that's all I want to say.
I appreciate you giving me the time, Wabi.
I know you were wrapping up, but I always love coming on your show.
Always a pleasure. Thanks, Ragsy. No doubt.
AI is also kind of popping off on chain.
My favorite ticker game is up like, I think, 40% year to date.
Year to date meaning yesterday.
But if AI comes back in a big way, oh gosh i'm gonna be all over that um i do think ai season
part two comes comes because you actually have some innovation probably like the last wave
in ai as a whole as far as like early majority i think in the chasm of like progress you know the
whole adopters uh late adopters early majority and then late majority
and then laggards the chasm of progress i think ai right now is going towards like the tail end of uh
of early majority um with clod specifically um now being able to be sentient in many aspects,
I think that probably trickles into crypto.
Kind of like when everyone was building chat GPT wrappers
like two years ago,
and that caused like Render and Fed
and all that stuff to go up like crazy.
I think this Claude thing can really spike up on chain a lot.
And base moves as quickly as solana when it comes to ai
like they move equally as fast that's that's i think that's um something that like base and soul
have in common there are some sectors where it's the same kind of market participants um i mean ai kind of started on eth right with uh
with render and stuff like that but um i have mar coming up to uh request i'll bring him up and
then i'm just gonna wrap up so mar what's up bro what's up brother happy? Happy New Year, man. Happy New Year to everyone. Happy New Year, bro. Que voilá, man.
Yeah, I think Roxy will go out on a date with me first before we get that offseason, man.
I think that's the biggest.
I mean, hey, she believes in it, and I still believe in it, but I don't know when that shit is coming.
I hope so. I hope so.
But I just want to share something, man. Uh,
and maybe people will start searching about it. I got, you know, I don't name any projects or
anything like that, but my trenches, the last four or five months has been, uh, ICOs, you know,
these pre-sales that are done on the directly with the team. Uh, I don't join those pre-sales
for nothing. Uh, I basically, uh, you know, the little strategy I have is I make join those pre-sales for nothing uh i basically uh you know the little strategy i
have is i make sure the pre-sale everyone gets the same price you know everyone gets in at the
same price and um and i make sure that the that the the people that you know join the pre-sale
don't get their tokens on you know that they're not getting their tokens for like at least 48 hours to or 24 hours so when that when that coin uh launches it does a few x's and uh this is
more like you know you go in with uh not a few dollars or anything with size but i've been very
successful at this pre-sales not joining the pre pre-sale, buying the token when it launches.
And they got the pre-sellers handcuffed.
They don't have their coins.
They can't sell.
So it holds the floor, you know, as long as the pre-sale is the same price for everyone, you know.
You got to look hard to make money here, man.
And that's been my trenches, I want to say, like the last four months, five months, you know, I feel you. A VC, a VC was a, was a pre-sale. Yeah. People are up a ton
on that one still, but I'm looking at this thing on coin. But, but, but, but I want to make sure
something, I don't buy pre-sales. I buy the launch of the pre-sale, you know, like, like Mona,
I did it with Mona, but Mona was popular, but it was a little risky because I know that pre-sale you know like like monad i did it with monad but monad was popular but it was a
little risky because i know that pre-sale price at 2.5 other ones got in cheaper you know institutions
whatever you know but there's many pre-sales out there that a lot of you know that not even the
team yeah the team is always going to hold tokens you know but everyone that got in at a buying
point was the same price and And that's your floor right
there. And you just buy it at launch. But
this is size, you know, you could go in with a
few thousands, do a 2X,
get no financial advice, you do a 2, 3X
and get out and goodbye, you know.
For real, bro.
That's what I'm doing trading, man, trading
right now. And I hope Roxy is right. She's
super smart, man. I've been following her.
She's a banger. She calls all these mean coins, but I's super smart man i've been following her she's a banger she
calls all these mean coins but i hope man i've been waiting for this all season you know
i feel you on that man i'm looking at this coin on coin gecko called river
and i had no idea that like the market had something like this it's up like
12x over the last three months and apparently it's like this stable coin
chain um on eath and bsc that is there's always some like weird outlier man um i don't know what
it is i'm just seeing it on top gainers on coin gecko this thing has been in a bull run for like a straight month,
but there's always a bull market out somewhere, even if market conditions aren't really the best.
But I'm going to go ahead and wrap up, guys. Thank you all so much for joining me. Guys,
if this is your first time tuning in, my name is Wabi. I'm the host of Market Talk,
the show that you're listening to right now. I go live here on X Spaces Monday through Friday
at 3.30 p.m. EST and uh we talk all things markets with uh with
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So peace out guys, later. Oh, wait around.
Come to town.
Pretty as can be.
No one knows anything.
It's a mystery.
I've seen her. maybe once or twice.
One thing I can say, oh she's very nice.
She's the lady, well I really want to know.
Somehow I've got to let my feelings show.
She's so exciting, she's so exciting to me. She's exciting. She's so inviting to me. you Spend the night with you, I don't wanna be a blend. Yeah, I can't stop it, baby.
Miss Risky Lady, take me away.
She's so excited.
She's so excited to me, yeah.
She's so excited to me, yeah.
She's so excited.
So unready to meet.
Yeah.
Fresh and some nice.
So take the best part.
You're going to be.
I'll do what I need to make you happy.
Yeah. everybody Fresh every time She's a great, she's a great
She's a great, she's a great
She's a great, she's a great
She makes some fun
She's a great, she's a great
She's a great, she's a great
She's a great, she's a great
She's a great, she's a great
She's a great, she's a great
She's a great, she's a great
She's a great, she's a great She's a great, she's a great She's a great Back there. Back there. She's under- Back there.
Insights
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