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Reality Check 🧀🎙️
Recorded: July 17, 2025 Duration: 1:07:39Space Recording
Short Summary
The crypto community is buzzing with excitement as new projects and tokens gain traction, with Fart Coin and XRP leading the charge in growth. Meanwhile, innovative launches like Brian Armstrong's super app on Base are set to reshape the landscape, while market dynamics shift with significant sell-offs and emerging trends.
Full Transcription
Thank you. There's a place up my head and I'm going
Just as fast as my feet in the back.
Come away, come away, you get going. Leave the sinking ship behind.
Come on, the rising wind. better get wild and get his good.
Get your ride to the end of the highway, where the neon's going to live.
Come on the rising wind, we're going up around the bend
You can find a perpetual motion
Fix your mind on a crystal dead
Always time for good conversation
There's an ear spa that lets you say
Come on the rising wind
We're going up around the bend Oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, come along, come along with me, come on the rising wind, we're going up around the bend. all right gm gm uh
kyle's running around he's yet to accept the uh coast invite uh whatnot uh gm kenny what's up
what up what up what up besides the market uh yeah man things are pumping uh it's
a pretty uh pretty wild night i was like uh eth was going down when i went to bed and i was like
it's probably gonna go i guess maybe retrace here but it's showing no signs of no signs of nothing
it's just not stopping at all here my puppy is hype right now struggling with the puppy
yeah no i might i walked inside my cats over there just fucking jumping around everywhere so
you didn't even tell everybody in here you got a new cat yeah i would bring it out here but then
it'd be spazzing out and then i'd have to fucking yeah so we're gonna give this one another at least
three months before i introduce it to anyone uh publicly because it could end up
being the sofa couch again oh god damn bro you don't gotta call it the sofa cat the sofa cat
yeah you know it's uh do you so like the other day my daughter come out panicking because she
couldn't find the cat and i'm like have you checked wherever y'all checked we go she was
like she was just in here in the living room and i'm like go you checked wherever y'all checked we go she was like she was just in here
in the living room and I'm like go over by where you were sitting open the recliner she opens the
recliner and the fucking cat just comes running right out and I'm like you got to be careful
you know so in the back of these things it's I mean it's nice leather sofa so the back of them
it's not like there is an open flap there,
but it's like pretty tight.
Like you have to put some,
you have to put some effort in to, to kind of squeeze in there.
So whether or not the cat did or not, I honestly, I don't know, but yeah.
So let's see how far we can get going.
Bro, I'm trying.
She'll probably get big enough to where she can't fit in there.
Yeah, I'm trying.
I mean, fuck.
My puppy is at the point where she was enjoying being able to scoot around underneath the couch.
And she's already in like two weeks grown enough to where she barely fits.
So she keeps.
It's just hilarious, dude.
Having young animals is funny as fuck.
Yeah.
Yeah. No, i like her so
we'll see what happens uh we'll see how she keeps going but anyways we're not here to talk about
cats not here to talk about pussy bro uh we're here to you know be a short conversation with
you motherfucker i know well hey you know it's it's been a few years since i've been married so
uh unlike kenny we can get
a flavor of the day motherfuckers like baskin robbins um 31 flavors baby yeah um but yeah yeah
markets are uh markets are cooking kenny you doing good doing great man doing great fart coin is
breaking out how about fart coin kp yeah pretty happy about that i mean it's uh it's fully broken
out in my opinion i mean i'm finally up on my buy i literally bought it like 1.4 bill on the last
time it popped i was like dude i'm so cooked i hate fucking meme coins and i'm back i'm euphoric
i'm all in meme coins are the shit dude what was the all-time high on Fartcoin? $250.
Okay. Alright. So we're still a
bill away market capitalized.
Yeah. $257 was
the top. Wow.
Look at Stones in here all early in the morning.
That's pretty wild.
Stones was doing some type of giveaway through
his streams. And then he tagged
me in it yesterday. And I'm like, bro, I didn't even know you were doing this.
And I'm like, you need to fucking come in here and give us some updates when you, uh, about your stream.
Cause he streams on abstract as well, but he's West coast.
And when he's streaming, I'm usually, I'm usually fucking MIA anyways.
Um, but yeah, so he was doing some giveaways like 150 bucks or something like
that and yeah and uh had like duck races and all kinds of shit tied into it and i i almost i was
like fucking i was running it up too i was getting kind of close and then uh and then yeah then i
ended up losing so But all good.
We move on.
But, yeah, so if you're not following Stones, make sure you follow him because he's always streaming something and giving away some cookies
is what it seems like.
So everybody loves a good cookie.
But, yeah.
Hey.
What?
Well, now we rotate back to Kennyny and his 31 flavors yeah big rugby happens
fucked off pfps from time to time look at this guy yeah i know every day it's a new fucking pfp
i don't understand how the fuck he's changing his pfp so much either so dude even before i had the
badge i just i'm telling you if you just do it more you do it, the quicker it lets you do it. Right. Really?
That's, there's probably some truth in that. Hmm. You know,
if you're an avid PFP changer, they probably, you know, it's,
it's recognized as a account that changes a PFP quickly. Who knows?
Yeah. Yeah. I don't know. Um, but anyways, yeah. yeah fart coins fucking running everything it's like
everything's fucking kind of running you know i mean um rp are leading the way i mean xrp is
fucking three dollars and 23 cents bro really yeah if you i mean dude a week ago like literally if
you bought last i guess it was thursday you know you could have got in for about $2.52.
It's at $3.21 right now, just on a huge run, up 32% over the past seven days.
And yeah, I mean, market cap just broke $191 billion.
Is this because that's the first coin all old people know how to go on and buy?
I just, you know, I think there's a culmination of things
i think you know etf potential i mean real world assets yeah ripple's been doing some stuff they
want to create a stable coin or i believe they do have their stable coin but they're trying to
integrate with the banks and whatnot you know so i mean look they've got a strong cult fucking
of holders you know and these motherfuckers think this shit's going to like fucking 30 bucks to $300, you know.
So, like, you know, delusional is good sometimes in crypto because, you know, they're going to hold their banks.
So, yeah, but no, I mean, I think XRP's doing great.
I thought Myriad had a market.
They do.
XRP's next hit, moon to $350 or dip to $2.
$350 is looking good right now.
But I thought they had one for points as well.
They did put a new one out, Kenny.
NBA, Lakers versus Celtics.
Who wins in the Summer League?
Right now, it's 54% Celtics.
So that could be a play there.
I haven't been paying attention to the summer league shit.
I don't think like LeBron and them are all playing.
So no, not, this is all for rookies and shit.
Rookies team.
We got, you know, like Dallas played last night, but Cooper flags done.
Yeah.
Cooper flag did not play, you know?
So you got to really see the rosters.
Well, they've already said he's done.
He's not playing anymore for the Summer League.
It's good for their G League.
Yeah, yeah.
So this is where, like, Bronies play and all that shit.
So Celtics will probably win.
But if you're looking for a good play there and you, you know,
it's only 54% to the Celtics.
So you can make some decent money right there.
I just wish they'd put some more fucking point markets out there, bro.
I got 3 million points and nowhere to play them.
So they need to tighten the fuck up.
You guys made me on Ando, bro.
On what?
Ando and fucking Sui.
Sui was at like $2 and thirty cents on the low like maybe
three weeks ago maybe and then ando was at 65 it's at a dollar for today and suey's at four
dollars and two cents yeah i i have suey i was buying around two bucks um that's a long-term
hold for me i think they're gonna do some numbers in a full-blown alt season,
which, I mean, look, alts are making a move, you know.
Bitcoin dominance down, bro.
Down another 1.65%, down to 63.81.
You know, at the beginning of the week, we were sitting at 66.2, down to 63.81. So we seeing a slight slight you know altcoin run here um obviously
ethereum has been fucking scourging hot you know etf 727 million over the past 24 hours guys
like crushing the previous high which is around 430 mil it's almost, you know, like almost a 2X the volume that it was doing before,
but really all driven by corporate treasuries.
Obviously, you know, we talked about BitMine,
or at least in the back channels I was talking about BitMine.
You know, that's Peter Lee.
I mean, Tom Lee and then Peter Thiel bought like 9% equity in the company.
My brother told me yesterday, Kathy Wood bought into this as well.
So BitMine, you know, ETH corporate treasury.
They bought over 500 mil recently.
Joe Lubin's company, Aspet, Sharplink, their corporate treasury is all ETH.
They're stockpiling. So you're starting to see this run up of more companies coming out
and buying ETH to put in their corporate treasuries. So it's really institutional
money that's pushing the price, in my opinion. And just look at the ETF inflows, 727 mil, that's huge.
You know, we haven't seen these numbers ever, you know, and it's, you know,
five days of straight positive inflows on ETH.
So, yeah, I mean, look, it looks like altcoins are gearing up to make a run.
We'll see.
We'll see.
Question for you guys.
You guys catch that base
shake? The Brian Armstrong
shit?
I didn't catch it. I seen
a couple tweets about it, but I didn't know that
Brian Armstrong actually launched
the coin on the base platform.
Because
they announced all that stuff
yesterday, right? The base
stuff.
Do you know much more about what?
It's like a super app that they're trying to build, essentially, right?
Yep.
And you can sign up for the waitlist.
Yeah.
So basically, you know, they're changing base into a base chain.
You know, and it's going to be an app that combines social with AI tools and monetization.
People can stream, earn from their content.
They can stream games.
They can just do a regular stream.
So, yeah, it's going to have like an app store in there, monetization, social platform.
So it's kind of like what Elon kind of envisions for, in my opinion,
of what X could be with crypto integration they're trying
to go that route i mean it's definitely a you know interesting you know philosophy that they
have on this i mean i think it's a competitive market but who knows i mean it could do well
i mean obviously you know people like the news on the Tradify side. I think Coinbase hit an all-time high earlier, but up to $7.87.
It got as high as $4.15, currently sitting at $406.
So people seem to like the idea behind it.
We'll see what happens.
I mean, it's definitely an ambitious kind of project that they're going to try and run here but if it works out it'd be
super successful yeah it's a lot it says uh it's going to be powered by farcaster uh earn from your
content every post is a coin that can be bought powered by zora creators can earn with no follower
minimum brand deals or geo restrictions uh but then down here a
little bit more post uh and be rewarded uh top creators with post and engage with community on
base app uh will earn weekly rewards for a limited time i mean if you're not rewarding constantly
then why i mean i guess you don't get rewarded now.
So they're basically given like revenue share or not only revenue share,
but I guess they're given like how we get ad revenue share with X right now,
if you have 5 million impressions,
but they're saying you don't need 5 million impressions.
It's like everyone's going to have an opportunity to get paid.
So it'll be interesting to see how to see how these social
fi uh brands integrate in with this like kaido and cookie and wall chain and uh you know now
zeep and all this stuff or if they just stick to x um you know this is this is this has to be
a uh like elon and them had to have seen this and been like
oh fuck like we need to we need to step it up a notch uh because they did partner with uh poly
market we haven't seen much from it yeah i thought we had already seen poly i thought we'd already
seen you know markets in the timeline and then like creator markets like you would be able to go in and create your own market
for a fart coin um in some way some to some type of qualifier to be able to do that yeah i do think
that eventually happens i think elon musk is still you know in the kind of mindset of creating this
kind of all-in-one app which is what he's talked about before crypto integration wall
integration payment systems you know i do think that's all coming for x in due time um i mean
because they have the user base already right uh yeah you know yeah and that's that's the difference
between that and base i think basos is obviously more crypto native stuff um whereas like
Elon can integrate crypto into a social social platform right and kind of make it a social five
platform so um yeah we'll see how it turns out I mean I think this is cool what they're doing
um yeah because a lot of things like right now like tipping or giving people money on x or doing
shit like that like it's it's very limited sorry i took my dog outside maybe i misheard did i hear
another social five platform yeah we're talking about the base okay i'm just gonna go ahead and
walk out real quick well it's it's not social fi it's it's yeah they're they're literally gonna turn the the base app into x with
crypto rails and you'll be able to get paid no minimum you don't you could have 20 followers
why would anybody go there instead of x i you go to x because there's users on x right i'm sure
this was jesse polack and brian armstrong ear. This is all part of the creator movement that they're doing.
Hey, let's do this.
All I'm saying is, dude, fucking, what's the Facebook guy's name?
Mark Zuckerberg.
Mark Zuckerberg tried to recreate X.
Mark Zuckerberg actually has a social media platform,
knows what he's doing,
has millions of followers across every
fucking you know thing you could imagine not just crypto twitter right he tried to make threads to
be another x do you know a single person who uses threads no no no x is x and it will remain x
sorry yeah i mean it's it's that's the same thing i say like polymarket polymarkets
polymarket all these other even like myriad and all these other uh prediction markets are never
going to be able to compete with that but it's a part of it's just getting a piece of the pie
is all it really is their base isn't coming out saying we're about to destroy x and everything
else but if they can get some of these tiktok people and you know tiktok they're very limited with what you can do with crypto over there
i mean like if you start promoting it too heavy i think you get like fucking warnings and shit
um you're probably right but dude like what happens if you build this whole thing
spend all this money on it and then all of a sudden elon just lets you you know incorporate
all the same shit which he's talked about doing before i i think they're gonna do it as well it's yeah but it's
all about it's just market share bro like if they can get 20 of the market share it doesn't matter
20 it's if they can get 10 10 of the market share of a social platform is massive. You know?
Same thing with, like, I work with Gambler Casino.
If they can get X amount of percentage of market share,
no, they're not going to take over some fucking Vegas established casino.
No, but that's a totally different thing.
People love going from one casino to another casino.
People are very tribal about their social media, though.
They are, but if people are getting paid, there will be people over there everybody jumped to farcaster they jumped to fucking
um what was the other one besides that uh kenny it was um the fuck was it there was another one
that everybody was kind of bouncing around to and i can't remember talking about the one that
democrats did because they were no yeah you have like no you have arena right
now like there's several different platforms out there i mean look pump funds trying to do the same
thing right they're trying to become more of like a streaming crypto platform i mean the problem is
with like the streaming stuff and monetization the reality is like it's really only the top one percent of streamers that make like real money
like who is it is it i speed or one of those guys show speed yeah kai sanat or kai sanat one of those
two is getting like a two-year deal for 600 million dollars bro yeah and that's the other
thing is like they're not gonna fuck up good money. Like creators that have a giant following are eating.
Right.
And they're not going to fuck that good money up by coming to some other
platform and launching a coin and then getting called a scammer and attacked
I don't think that's the goal to get Kyson at,
to come over to base.
The goal is to empower creators.
Cause I was talking about pump fun streaming.
Well,
even just any streaming altogether,
like the
goal is to empower any creators no matter what if you just play video games at night
all you literally need to do is turn the mother creators to stream but like from a monetization
standpoint you gotta yeah i have to have realistic expectations you do there's tons of people who
stream on twitch that make nothing and have like you know what i'm saying like it's a competitive market they do and those people could end up coming over to base
and doing better it's just i mean bro it only takes one moment for you to fucking like really
catapult into success but it also takes a lot of hard work like we've been doing this for four
fucking years and it's still very difficult to get brand deals or get somebody to sponsor the space
or do anything it's very very difficult and you know so it's it's a matter of if you want to put
the fucking work in to make it happen so like i believe smaller creators are better than one large
fucking creator and you know what they're doing is pretty cool i'll check it out i'll sign up for
the fucking wait list and you know will i do anything over there i don't fucking know right
now i'm streaming on x kick and abstract so and and and and you know but the whole point is to
try and get yourself out there if this is the path you're trying to you know go down of course
but if you're if you're just going to limit yourself
just to X because everybody's on
X, that's dumb.
Go out, try new things.
My point is trying to launch a whole other
social media platform.
I get what you're saying.
How many people in this space use Coinbase
on an
off-ramp?
Bro, Coinbase is probably the biggest
central exchange
in the world.
Well, Binance, they're right there with it.
But Coinbase is massive.
So they're going to bring that audience
into this app
and it'll just be
another part of everyone's day
that uses Coinbase
to say, oh, look at these rewards over here.
Let me go see what people are talking about.
And it'll eventually catch on.
And, you know, they obviously have a fucking plan.
So, I mean, I'm going to try it and see what it's about and, you know, hope for the best.
It'll probably end up just like everything else and utter failure.
But we just keep moving on, Kyle.
Look, you're not wrong i mean just because
just because almost everything's gonna fail doesn't mean you want to miss the one that does
succeed right so exactly it's probably a good idea to try it i i've faded every one of these
social platforms so far social fi info fi i've faded all of it and I've regretted it the only thing which is good
is kaito bro kaito's fucking shit too don't come in here with that Johnny it's
it's one of the best platforms and two thousand and you know what good or not
I'm kind of glad I faded kaito because I'm pretty sure those sneaky bastards
keep getting other motherfucking competitors account suspended right now
I don't know what's going on but boy everybody that's trying to launch some fucking
copy pasta bullshit keeps getting their fucking accounts suspended they got to figure out a way
to like the social fight and they are i mean they're trying to innovate and change things but
like the only way to be successful on kaido that i have seen is getting lucky enough to have someone
in the top 20 of a leaderboard engage with you on a post and that's how you quickly get these
fucking uh get these fucking yaps yeah and it's it's it's kind of it's a little difficult at times to johnny let's go to johnny
actually put his hand up yeah i put my hand up just to mention last week i talked a lot about
medieval empires they have partnered up with portal you remember and they're up 250 are you
just saying that because luke's in the in the room yeah sure daddy is here i have to say
daddy is here jesus christ we're literally talking about kaido and info fi shit and
like hans is in here too go ahead and rub his balls a little bit you know he's not the founder
of gu but he's fucking right there with it i mean pretty much who else is in here uh hold on coin kong has 195 000 jira go ahead and
stroke him a little bit uh let me see who else oh vel's in here tell him happy birthday
happy birthday gretta's in here under his fake account that's dom the only time or the two times
i talked with well one time was because of buying something and the
second time was because of um how to say um to delete a tweet yeah i've played uh rival's with
val a couple times he's got kind of a sexy voice i don't know why he never comes up on spaces
now he's shy um yeah he doesn't want anyone using voice recognition software to uh learn well he hangs
out in the bc yeah anyway johnny what were you gonna say about uh go ahead he was yeah go on
about luke again no no i was just saying i was just saying that 220 up on week that that was
that but on info 5 i'm doing every InfoFi
which is out there.
I tried out.
I mean, it's stack up,
100 bucks here, 100 bucks there.
Who cares?
Mostly it's just a few clicks
and you're connected to it.
I mean, Kaido was very good for me.
I made at least four figures with it.
Like I made over $2 at least four figures with it like i made over two thousand dollars
or more with it just uh just by yapping or just i mean i did i did good on the airdrop as well
but fuck we kenny and we were in here talking about the nfts when they were fucking like 0.02
oh yeah that should you know that last de December. But nobody really looked into it very much.
Everyone who has the NFT, he gets always some airdrops all the time.
And they're doing the launchpad very soon, which will play off for the guys.
They already announced their launchpad, and then Wallchain announced their launchpad as well.
So it's like they're just copying each other so yeah i don't know bro we'll see what happens wallchain isn't comparable
to kaito kaito has a lot more um mind share you saw it with this loadio shit a lot of people i
mean uh i did a little roundtrip but I still put some decent amount out of it.
But it was a big mindshare take.
But, Johnny, that goes back to the part of market share.
Wallchain will grow and keep getting bigger because other people that are on these other boards can't catch up to the guys on Kaido.
And they're going to use Wallchain or they're going to use zeet or they're going to use some other info but they need to pay
social users you know if well they the only platform and they will who has paid something
until now was kaito and cookie uh dot fun with some spark i think yeah i'm really weary about
cookie because i remember their fucking
token that came out or whatever the fight wasn't who it was something else in that airdrop was
fucking shit their very first token in their airdrop was absolute ass and i was pushing that
hard i was like number 52 on that leaderboard and it was a it was such a waste of time, and the TGE went to shit.
So, yeah, I'm very weary of cookie now,
so I don't know that I'm going to participate too much over there.
No, same.
The only cookies Jesus likes is the ones he can dip in milk.
You know what I'm saying, bro?
Ain't nothing fucking wrong with that.
Nothing at all.
Are you drinking grilled milk or almond milk?
No, goat milk straight from the utter
I don't drink no
Look how big I am
You think I drink almond milk bro?
If I could get my hands on like
You're about to fucking drink a almond tree bro
If I could get my hands on like 5% milk
I would drink that shit
Like I need whole milk plus 10%.
No, I'd fucking drink real milk,
Johnny. I got a response
from Joe again.
Oh my God. No, I didn't.
I just got another response
in the form of a
gif. We can do this all
night. Still a non-answer?
We can do this all night.
We'll be back tomorrow. we'll be back tomorrow for more
bumping of the thread that's funny uh kenny what uh what else is going on in the market
i mean everything looks pretty good we're having a little bit of a pullback right now obviously
bitcoin was pulling back uh it's down about half a percent on the day but it looks like it's
bouncing a little bit but yeah i mean i just feel I just feel like, you know, altcoins could run here.
I don't know how hard.
We'll see.
I mean, Bitcoin, you know, I don't know.
It could chop in this area right now around this 120 area.
So it could kind of open the door for, you know, alts to kind of catch up a little bit.
But we'll see.
I feel good about it.
And, yeah, meme coins look pretty good as well.
You know, obviously, all the majors, you know, or mid-cap majors, obviously Pengu,
slipped down under two builds, down about nine percent but still on an insane run uh we talked
about fart coin useless sitting at 325 mil yet uh wrecked 212 mil now bro up another 13 percent
i mean just grinding its way up it's just uh really impressive i hate that you own a big bag
of that not because i don't want you to win but just because it reminds me constantly that i g did a free rec guy
you sure did which is kind of like having equity in the company you know
yeah well i think you had to be there for like a snapshot or something for that but yeah yeah
spx a dollar 80 back up to 1.6 bill i mean
everything looks good kind of mixed board right now some things are green some things are red
obviously fart point up 20 is the big winner on the day but yeah wrecked i'm telling you man
wrecked is fucking a good investment i really think you know it all it makes sense you know
growing the ip via you know a retail experience
buying a drink it's great ip yeah 14 year old fucking you know cigarette behind the air
fucking an idiot would have walked into a gas station and but then like what is this i'm buying
a can of this yeah well i mean just just think about it this way they got into 7-eleven right
if they can you know kind of find their way into major retailers and like really ramp up the production and then this company, you know, wreck drinks, you know, as an entity is, you know, doing millions in sales a year.
Like what is the coin? Like what's the ceiling on the coin? It's only a 200 mil. I mean, it could run to a a bill it's like got a 5x in it from this point and what's crazy is back in april you could have bought it for 17 and a half mil you know and
it's sitting at 212 right now so i just think there's a lot of upside to it obviously it's
been on a nice run over the past few months um but yeah i just think you know a lot of people
you know it's got a very strong community um but a lot of people still have no exposure to it so
the bigger it gets the more attractive it becomes to like big wallets whale wallets
so yeah and you know it's not listed on any big exchanges or any centralized exchanges
um it's getting listed on hyper liquid for perps um yeah, I think it's got a lot of upside to it, personally.
That's all I'm saying.
And you know what also has a lot of upside?
It's called Medieval Empires.
It's sitting at 10 million market cap.
It's preparing the mobile version.
What the fuck did, Johnny?
Hey, bro, you need the token
To take
I'm gonna start charging
Your ass, Dijani, for pumping your bags
Are you trying to show us a gaming token, bro?
Is that what you're trying to show us here?
Three gaming is coming back
You will see
It does look like a good game
And it has integrated portal heavily
It's just funny because Dijani's relentlessly shilling it that's the only reason it's funny you're talking shit um about um
or or not talking shit but kind of like saying your bear case on arcade a web 3 gaming i could
have sworn he was giving us a bear case on fucking medieval empires last week. No, no, no, no, no.
For sure.
I told you Dubai last week.
I'm going to go back and clip that shit.
Yes.
But what I really wanted to come back here was, did you saw my tweet today where I posted
that Luca Nets said...
About Luca Nets from 18 years ago?
Yeah, bro.
He deleted the tweet. i would i would have
deleted it too had he already deleted it did you have the link saved and he had already deleted it
or did you quote tweet it and then he deleted it i co-tweeted it and then he deleted it
so i found the tweet on Grok I had a romance
with Grok not with Annie
and not with Valentine
wait with Valentine or with Annie
I prefer
Annie more than Valentine
what the fuck are we talking about right now
the Grok companion
there's a dog there's a guy and a girl
there's a slut named Annie
who's a fucking Grok a guy and a girl there's a slut named annie who's the fucking
grok fucking companion yeah she is what's that that coin was at like 75 mil where's that at now
oh 64 powers it's 2025 dude you can't be that disrespectful you can't call them sluts it's 20
you gotta you gotta respectfully call them feminists today yeah pretty uh pretty wild there um juice gm what's up bro
gm nothing much bags are up great day to be alive bags are up in europe jesus christ listen how
like clear he is chipper normally it's like normally no well i mean it all depends on whether
his trades are going good if he if it's like not going good it's like kill myself juice you know
hey but if it's back kill my juice kill myself juice you know where he's just like meh what's up
hey what's going on but if his bags are up he's like, let's fucking go. Yeah, I bought some fart last night, Kenny.
That's my dog.
$1.37, so we're all good.
Hey, let's go.
Let's go.
Let's go, aren't you, boys?
You know, when it's $10, we're all going to be like, damn.
By the way, I know Juice.
And when he says some, he doesn't mean some.
Boy, it moves the size. Especially on a large cap meme like that. I mean, you know the guy
Gals like I can't only throw ten thousand dollars in on this coin the market caps too high
So we know what we we know what kind of digits juice is working with when he buys something
I'm probably gonna get out fairly quickly. I'm not gonna lie
I'm thinking dollar
80 to two dollars that's good enough for me yeah i feel like if you go with size
if you go in with size then it's definitely something
johnny that's about as uh obvious as kenny saying buy sell the top and buy the bottom. Yeah. I mean, that is financial advice.
Yeah. We appreciate that.
Kenny, NFT is taking a little hit with ETH running up.
Pudgies were up almost to 15 ETH and back down to 13.
13, seven, four.
They were up tremendously.
Eventually, they're going to cool off some and the fact that ETH has pumped so hard.
But yeah, they are down a little.
Yeah, but there's still $47, dollars to buy a floor pudgy right now
crypto punks not moving at all bro still brought solid at that 42 144 000 who gives a fuck yeah
143 000 i wouldn't give a shit if my nft moves are not either it's the eath run-up is not affecting
the price of the floor you know so
yeah yeah but you could have got a crypto punk what at the beginning of the year i think for
around 55 000 oh is that all that's it 55 000 and there were people sweeping like three to five at
a time um so massive come up for those. Yeah.
The board eighths as well,
they're holding pretty solid around the 11 to 12 mark as well.
You know, in mutants and shit.
I'm surprised doodles didn't drop back below one ETH.
You know, they're kind of hanging in there.
What do you make of the OpenSea tweet yesterday, Kenny?
I mean, it feels like they're talking about an airdrop, but, you know. First of all, what was the tweet?
Because I missed the tweet.
All right, so I'm sharing it.
I'm sharing it on stream right now, and it says,
where are we dropping, boys?
It's like a Call of Duty dropping in on a map.
Yeah, it has doodles.
A doodle, Pudgy Penguin,
Basie. I think that's
an Azuki. Michael K
from MetaMask
thinks that's it. You're not sharing the screen,
right? Oh, shit. Sorry.
I was sharing OpenSea itself.
So this is the picture. It's like,
where are we dropping?
To me, it's an
assumption of an airdrop, right?
I would assume that that's implying an airdrop.
Either that or OpenSea is about to drop a lit battle royale game.
I don't know.
It's probably more likely an airdrop.
Michael K. said he thinks that the character on the right is his MetaMask good vibes.
But I don't think so because it looks like this guy's carrying a weapon but azuki's don't have a azuki's have uh but is it onesies but no they don't have a
raccoon like a i mean a fox they don't have do they let me go look i actually happen to just be
looking at azuki's let me go through the trades but i think they do but it looks like this one
has a weapon so i think that's an Azuki.
I think it's Azuki, Doodle, Pudgy, and
Basie. And then
everybody was quote tweeting the fuck
out of this thing, talking about airdrop.
D-Farmer said, airdrop
or get the fuck out of here.
like, I mean,
the questing and stuff is still going on,
but do you think they've done the questing long enough to do an airdrop?
Or do you think that has to continue on a little longer?
Oh, you know what it could be?
It could be the Red Panda one.
The Red Panda Izuki hoodie thing.
Because it has ears like that.
Yeah, and that makes sense.
Because that doesn't look like orangish.
I thought there was a Fox one, too.
That could be in the Elementals, though.
Maybe.
I could be wrong.
But there's definitely one that looks like that in the Izuki collection.
Yeah.
Yeah.
So that'd be fucking dope, bro.
Open Sea Airdrop right now.
Like, Jesus.
It would be dope.
Where are your points at right now?
I'm only at 42 75 uh on my points i'm at
55 50 right now how am i out farming you guys i'm at 6 675 xp good job i don't know yeah you're
doing good well you got a decent crate from holding uh from abstract right oh you're right
yeah yeah that did that did give me a bunch of xp yeah yeah
yeah there's uh there's not a leaderboard which is surprising but i i have seen some people tweet
their uh their rewards page and they're bro these people have like 20 30 000 points so you know
obviously the more you're buying trading doing everything you're still going to get
xp use a leaderboard.
For some reason, there's a global activity thing,
and it's just people completing quests.
Who cares?
Yeah, exactly.
These are all just wallet addresses getting plus 100 or plus 250 XP.
That means nothing.
Give me a leaderboard.
Yeah, yeah.
And then I've only got two of the treasures.
I don't have any of the treasures.
My loyalty bar did reappear, though, so I have that now up to 100 let's go yeah yeah i'm there as well um the other than that i
mean there's nothing um i mean we'll have new voyages here shortly but yeah i don't know. And there used to be the OG XP thing, but, or the, it said coming soon, you know, for
the OG stuff.
So we'll see.
That's what I'm fucking banking on is the OG rewards.
So, you know, and if you want to kind of go over and check whatever you think your data
is going to be, if you go to fluid.com,
fluid does have a link where you can,
you know,
how accurate this is.
I have the slightest clue,
but it's console.pluid.com.
And you can go plug your address in to the site and it will kind of give you some here.
I'll put it in the comments space.
It'll give you some type of an estimate on where you think your,
where you think your numbers are going to be as far as like past volume and
everything for, there you go.
I just dropped it in the, in the, in the comments.
And I think the easiest way I did it was set up an account through my X
account, but it will fetch all your OpenSea transactions.
It'll give you the data of what you spent, your highest NFT, total on-chain data for OpenSea.
And apparently it does aggregate all of OpenSea Pro as well.
And also, you know, GemSweep got bought by uh open c and that turned to open c pro and
then now we are where we are so um like i said whether or not these numbers are accurate i don't
know um so that's going to be a big play i think kenny past past usage from day one yeah it should be it should be it should be all
retroactive to your overall volume if not people are gonna be pissed yeah i don't think they'd make
that mistake um because the uproar would be ridiculous the uproar from people from last
cycle like people that really did everything this cycle
would probably be happy because their airdrops would be bigger right like like for me i had
a lot less liquidity coming into the space right i've done a lot more volume more recently
so like it very much depends on your perspective but yeah i mean there would definitely be a lot of FUD. No, dude, I think it would be a grave mistake
if they didn't reward the OG accounts that supported them.
Where, you know, OpenSea made the majority of their money was $21.22.
Y'all didn't support them.
Y'all were just using their services.
And the second there was another platform that had something to farm,
y'all said, fuck you, Open the second there was another platform that had something to farm y'all said fuck you no no no don't don't be talking shit because you faded
blur completely i did fade blur completely because all blur did was wreck every fucking nft project
that we ever liked you didn't get a single everything into a farming opportunity instead
of a collector's item yeah you didn't get a single you could probably qualify for season four or season three whichever one that just dropped fucking never even
fucking fuck blur yeah see there you go so see you should be rewarded for your loyalty so um so yeah
it's bro i'm like i'm excited like fucking send it we haven't had just like those random airdrops
in forever like where you just like oh there's
a fucking post go check your wallet i remember being on my way to my grandmother's account and
the so or my grandmother's house for christmas and then the sos airdrop happened and i was like
oh shit it's a good fucking christmas yeah i think kenny kenny was that you just talking
about sos in your wallet and you're like what the fuck is this shit? I still have some.
Yeah, Kenny never sold his SOS.
Right.
I sold that shit immediately, bro.
But there was so many of those airdrops that just came out of fucking nowhere.
And it was just airdrop season.
And we haven't had that in quite a while.
So I guess companies wised up and said, why in the fuck are we just giving away free money?
I mean, it was working. companies wised up and said why in the fuck are we just giving away free money um but i you know there was so much liquidity in the space then that if you threw some money in people's
wallets they got really excited about whatever the fuck you had going on and then you did you
probably they probably all ended up making money back on giving airdrops but once the liquidity
dries up yeah i mean what's the point in giving people money they're just gonna fucking go put
it in their banks and go buy some fucking bread. You know?
Yeah.
Yeah.
Um, all right.
What else did we have pinned up here at the top?
Says Kyle's troll tweet.
Um, we'll be back tomorrow too, Joe.
If you're listening on anonymous right now, God damn, that's a good looking Azuki.
Yeah.
Uh, Kenny, what do you make of the pump fund dev selling?
Um, do you think he just accidentally
Fixed the wrong wallet
Was it a big ass sale
I heard about this
Top investors like these funds
Which owned about
5% of the circulating supply
Overall supply
Like 1.2% of the
Total supply
But 5% of the circulating supply sold
off like millions um over the past 24 hours um so yeah i mean that's kind of why the price is
where it is right now is you had a big wallet dumping um millions so I mean, I don't know. I don't know what to say. Look, you all knew my stance on pump, right?
I've been talking about it for a while.
You know, I didn't necessarily think that it was going to go all that well.
And it really didn't, to be quite honest.
It did all right.
But really breaking down the numbers,
just over the past 24 hours,
when you look at Bonk versus Pump Fund,
24,345 tokens on Bonk versus 12,048 on Pump Fund.
Bonk did $142.3 million in volume over the past 24 hours
and opposed to Pump Fund, which did $65.2 billion.
So over double the amount of volume.
Graduated tokens, $292 on Bonk versus $98 on Pump Fund.
So, I mean, the numbers don't lie, right?
They're getting lapped right now by Bonk.
And in particular, because no airdrop allocation announced yet.
I don't know.
It just feels like Bonk is taking center stage
as the preferred launchpad right now.
And where a lot of the volume is going is on Bonk coins
and opposed to Pump Fund,
which is the first time since the inception of Pump
that they've been in this situation right now.
So yeah, I don't know.
We'll see where it leads to.
I think it's going to continue to stay very competitive.
I don't think Pump is cooked by any means, but just right now it seems like Bonk is taking
the spotlight.
So it doesn't surprise me that the token's performing the way it is right now.
So it doesn't surprise me that the token's performing the way it is right now.
Yeah, Bonk just seems to have taken over the whole fucking scene anyways.
I mean, you got Bonk guy out here fucking 20 tweets a day in five different languages about Bonk and the Bonk ecosystem and, and championing, championing these coins like
useless and whatnot.
And he's kind of like, he's, he's kind of taken center stages like the, you know, KOL
with the most influence right now.
Very similar to how Murad was last year and creating his list and all those coins pumping.
It seems like, you know, bonk guy is that guy right now you know so people are
aping the coins he talks about in the ecosystem he's talking he's talking about and that's just
how it is right now yeah um yeah other than that i mean there wasn't really too much crazy
shit going did you saw mario naval oh yeah Mario Naval. They pumped that token out yesterday.
Did you see that, Kenny?
They dropped that token.
They dropped a token yesterday on PumpFun.
How hard did it do?
They were live streaming through the Roundtable account, I think.
I have it pinned up at the top, too.
Yeah, bro.
He made the post, and he deleted that bitch so fast.
Dude, any time he promotes a token, it goes to shit, bro.
Yeah.
I've seen it happen over and over.
The dude's a serial rugger.
I don't know what the name of the token was, but he put the contract address out there.
Oh, it was called Season.
S-Z-N.
I don't know what it got up to, but they ran that. And then because the post I have up there is from Star Platinum,
and he talks about the Aiden Ross coin that he had done,
the Why Are You Gay coin.
Remember when that dude came out with his own coin?
He did it.
That guy launched and rugged multiple coins, though.
That was the problem.
If he would have never done that, the first one probably would have been huge He did it. He, that guy launched and rugged multiple coins though. That was the problem. Yeah.
He would have never done that.
The first one probably would have been huge. Cause God, that was fucking memetic as all hell at the time.
Yeah.
And then on top of that, uh, the, uh, peanut, you know, and that one, I remember, cause
you went on stage, Kenny on that Mario and the fall.
stage kenny on that mario nafal me to come on so kenny was part of the fucking peanut rug uh
They invited me to come on.
in the mario nafal thing bro that's crazy yeah how much did you make on that on peanut yeah like
how much did mario and them pay you nothing how much of the rug did you get no they didn't pay me shit bro they just asked me
to come on and give my thoughts because it was during the whole like launch of the other peanut
or or the other whatever the the fake the the bullshit peanut the one that the one that uh
you know your daddy created it was it was the one that ran up to like 100 mil
like on the first day and then nuked all the way down to like nothing you know um they had the
actual the guy i forget what his name is come on stage as well um yeah that was yeah it was pretty
bad yeah that was a that one was a shit show.
Well, there was the community peanut token,
the actual Cabal peanut token, and then the one that he launched,
the third one that he launched that ran up super fast
and then dumped just as quickly.
So, you know, they were trying to get some clarity
on people's thoughts on it.
Yeah.
All right.
What else?
The abstract team keeps talking about how crazy august is going to be um don't know what then tweet abstract august position yourself accordingly or something like
that i saw earlier i'm pretty positioned i like abstract you know i know the volume's been down
but i've been i've done a lot over. I've got a bunch of fucking liquidity over there. I did also, just 10 minutes ago, Finn quote tweeted the abstract account, which tweeted 22 minutes ago.
Let's see, I guess this is like their growth numbers from last week.
They're saying 80 mil plus TVL growth for last week, 3.3 million transactions, 80 million in trading volume and 105 000 new agw wallets so i mean i
haven't been tracking these numbers to know how that compares to other numbers but those are
you know good numbers for a developing chain i think you know yeah kenny what
huh i said do you cow i mean i don't know i mean 80 million in trading volume like far coin probably
did that in the last fucking couple hours or something right but you know whatever uh looks
like we got more aura pods and everything oh the the sugar town um events at one o'clock
is that the abstract deal right kenny is that today or tomorrow? It's tomorrow. Fuck. Yeah. All right.
Well, I can tell you looking at, you know, DAP radar, like seven day numbers for abstract. It says 25.9 thousand total unique active wallets, 445,000 transactions, 8.28 million in volume.
So, yeah yeah you know
is that daily or weekly
that's on the 7 day
oh wow
that's on the abstract
how much is it again
the volume
over the past 7 days it said
8.28 million
oh wow
the abstract accounts claiming 80 million in trading volume yeah over the past seven days it said 8.28 million oh wow they're claiming i mean the
abstract accounts claiming 80 million in trading volume yeah i'm just looking at um you know the
abstract dap page so if you go to dapradiar.com and go to it's a pretty big fucking discrepancy
does it does it break does it break down the what is that breaking that does that break down the... What is that breaking down?
Does that break down the actual, like, NFTs and coins?
It just says DAP's volume.
And it says it's up 267% at $8.28 million.
Yeah.
Just go to cheese.
Go to DAPradar.com.
Yeah.
Go look at chains and then go to abstract and you can see the breakdown
okay um yeah i'm looking on the dune analytics board too and seeing everything over there uh
to see what they have happening trading volume over the past seven days1.42 million, 12,910
traders,
and sales, 26.6
thousand, which is down 33%.
Yeah, so 1.42
million over the past seven days is what it's
showing. Okay, well, forget the
numbers I read. Abstract rows. I don't know.
Pack it up, guys. No, I'm just kidding.
Is there an all-times tab?
Like all-time?
Yeah.
I can do an all-time.
Maybe that's where they're at.
Yeah, all-time volume, it says $81.22 million.
There's the number then, Kyle.
That's where they're claiming $80 million.
That's a deceptive tweet thing, because, I mean, it literally specifically says,
last week by the numbers.
Abstract summer is here.
Don't miss out.
That's the tweet from the abstract account.
That's a play on words right there.
Last week, year to date.
So what they meant to say is this is...
Our last week, year to date.
Last week, we were up to...
As of last week, we were up to this amount.
Okay, well, it's a deceptively worded tweet, but, you know, hey, deceptively worded tweets.
One man's deceptively worded tweet is another man's master class in marketing, right?
That's how it's supposed to be, right?
Yeah, well, I mean, regardless, bro, it seems to be anything luca touches it goes so
um yeah well they certainly put the pamp on pingu and the pudgy penguin assets and i know
everybody's speculating that uh they're gonna put the pamp on the abstract eco in the coming
weeks or months or whatever i don't know i'm positioned though i'm happy i like the
abstract stuff it's been fun it hasn't just been like collecting 2021 projects waiting for him to
finally do something i will say i will say and i've been fairly active over there too not as
active as you guys clearly but i will say my interest has fallen off a bit just because it's
become a longer process what we've been farming since
january right oh bro i'm used to this i've been farming some of these protocols for over a year
yeah i'm counting a lot of pussies like you backing off kenny exactly taking your foot off the gas so
i can pull it i just know i just you know like there's not too many things over there that
pique my interest i mean outside of my of Myriad Markets and Sugar Town,
I really don't interact with anything on there.
If I want to go gamble some money, yeah, I can go hop in one of their games.
But outside of that, what else?
I got to admit, I've been playing a lot of the games a lot less.
The Captain and Company game just pissed me off.
I was playing that a lot gigaverse
is it's still cool it's just like i don't know it just felt repetitive and i kind of backed off
at doing that i was doing that every night when i got home just running through all my energy
but i haven't done that in fucking like a month um and i don't really i mean me personally i don't
really like the gambling sites in general abstract
or otherwise it's just not for me um whether it's creeps playground or whatever you know it's just i
don't i don't like gamble it's just straight gambling i'd rather like take some informed
bets than just spin a wheel or you know fucking play cards or whatever yeah uh kenny did you see carl's tweet uh breaking down all the different
things in pudgy party no uh it's pretty pretty good tweet and they have a lot going on in pudgy
party bro a lot of different modes um you can go ahead and sign up at uh the app store or
really does look like it's gonna be a fun game yeah yeah so they have a race to
the finish survive uh team tile colors knockout king of the hill and in the in the creeps chat
yesterday he said there's even more um you know and in the post as well it says there's more coming
um and he said according to john wastican we're having the i've fucked that up
uh the ceo of mythical games says we haven't even seen the best parts um so and that's launching on
polka dot so it'll be interesting to see you know how they it i don't know i I mean, if it's on Polkadot,
have they set up a Pengu on Polkadot yet or no?
Like, would this,
how would they integrate Pengu into this pudgy party game?
If it's on Polkadot.
Oh, if it's on Polkadot, I don't know.
Yeah. So, but all the game maybe pingu's not
meant to be integrated look pingu's a meme coin yeah you know like i mean maybe it's not meant
to be integrated maybe tipping and and holding and and the memetics is the whole point i don't know
yeah but a lot of the i mean all the i don't know if this is i'm pretty sure this is X rugging the video. Yeah, dude. X's video
fucking is terrible.
Horrible, right? Yeah.
Wait till you see what base does.
But anyways,
the games
look pretty good.
So, yeah.
I mean, all the different gameplay and it's
pretty in-depth and a lot of fucking maps.
So, I just.
We've only seen like three small.
Different maps from Creeps.
Like three of the videos that they put out.
We've seen the rooftop.
We've seen the intergalactic area.
And then like the factory.
Yeah.
And I wonder how many more maps and stuff and it may be less
maps but they may be way bigger and more massive the i feel like the difference here is that the
creeps game is going to be bigger lobbies and bigger environments right like i don't see anything
indicating like 40 people playing at a time no it's 16's 16. It's 16 and pudgy is the number I've seen.
Right.
I think creeps is going for size,
right?
I think it's going to be just fucking.
So they're going for girth rather than length.
Or they're going for,
I mean,
if in a world where we're going to make everything about dicks,
I guess I'll leave that up to you,
brother.
Yeah. So I don't so I don't know.
But it looks pretty good.
And like I said, I mean, they said it's launching.
I would imagine next month.
Timeline predictions from cheese, folks.
Well, I mean, while they're talking about the app.
By the way, Somo tg-ing on the
28th according to this guy i still think somo tgs this month i i don't see i don't see the world
and they have not even hinted at a tg but we're still two weeks out like i mean it could happen
uh i mean look i i i do agree i feel like we're getting closer, but by closer, I mean,
we could be a couple months still away.
I'm not sure.
And I'm not stressed.
I'm still patient.
Still chilling.
Yeah.
By the way, new quest on OpenSea, do a $50 swap on base.
Fucking base.
Fuck. Knock that out. on base. Fucking base. Fuck.
Knock that out.
250 points.
Buy any NFT from any chain.
Complete a token swap on base.
There's one that's locked.
Explore custom token pages.
What does that mean?
Tokens are more than just tickers on OpenSea.
More than 250 of the top tokens have custom pages with vibrant images, videos, history, memes, culture, and more.
Find one. Scroll down to the bottom and hit the button to complete your voyage.
Then claim your XP.
Okay, I didn't even know that.
I'm still not, I mean, I guess they're trying to turn OpenSea into a place where people are going to go actually look at memes like i don't know dude like i'm going to go look at the platform that has the best charts
and shit and it's not open sea they want it to be the all-in-one uh platform where i mean that's
great but you know i don't care about the color vibrancy of the picture. I care about the chart.
You know what's really weird is that they haven't integrated
Solana NFTs yet.
Why have they not done that?
You can't buy Solana NFTs on here?
Really?
Yeah.
I didn't even notice that.
I don't understand why they haven't done that yet kenny yeah he's kind of crazy i mean hey wait they need first to buy tensor or so well i mean
they don't need to buy anybody sole wallet you can trade sole meme coins that is weird i did not
even yeah they don't need to buy a they don't need to buy a Solana marketplace.
I mean, they already are a marketplace.
I mean, who the fuck is buying Solana NFTs?
It doesn't matter, though.
You can't be a complete all-around fucking marketplace
if you're not having Solan NFTs on there.
Fucking D-Gods.
5.5 sold, bro.
These used to be fucking 5 ETH. I think they were 15 ETH at one point. They were very expensive,s. 5.5 sold, bro. These used to be fucking 5 ETH.
I think they were 15 ETH at one point.
They were very expensive, yeah.
Jesus Christ.
Yeah, so that's...
That's wild.
That's wild.
It's at 1.1.
Ah, we don't gotta fucking...
Rehash the past.
Yeah, I think we've danced on Frank D-Gods grave enough
over the last few
months i just you made me go look at solana nfts yeah but it's just funny that like that's a perfect
example of how little anyone gives a fuck about solana nfts d gods is still fifth in volume on
solana nfts today like yeah i'm assuming it's going to cost them more than the volume's worth to bring solana nfts over
is that probably a fair assumption i mean you look though i mean if we get towards silly mode
into the cycle if there is an nft run i mean people will be buying and trading soul nfts again
and like they should as a as the you know big time nft marketplace and all around everything marketplace that they're
trying to be they should definitely have solana integrated as a in their nft platform yeah damn
even retardios are under four soul now all right uh kenny we got anything else no No, I think we covered it. Okay. Alright. Well, tomorrow's Friday.
And we'll see what the
fuck is...
See what the fuck's cracking tomorrow, I guess.
Everybody be safe. Have a good day.
Yeah. Bye, everybody.
Peace.
