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supercycle (real)
Recorded: March 24, 2025 Duration: 2:32:25Space Recording
Short Summary
In a lively discussion, crypto enthusiasts explored the resurgence of the markets, with Solana making notable gains and the potential for NFT season to return. The conversation highlighted the importance of community engagement, innovative projects, and the evolving landscape of crypto, emphasizing growth opportunities across various assets.
Full Transcription
Hey, morning.
How's it going?
Good.
How are you?
We're back.
The markets are back.
As soon as this as soon as this internet works, we're going to refresh and show everyone the
new updated Bitcoin price.
Finally broke out of its micro range.
Has it?
Actually, now that I'm looking at this,
I'm like, wait a second, this looks really bad.
This looks exactly like this.
Oh no.
I think nothing really happened.
I think Solana is starting to make a move.
It's up like $5.
I'm like looking at like absolute,
like micro signals here.
Like what is this really telling me?
Really small signals.
2% change in Bitcoin price being the difference between over and so back.
ETH.
Look at that.
That looks like dude, it's not even like retesting resistance.
What is it?
What is it doing?
It looks good. I like that chart. I feel like it's not even like retesting resistance. What is it? What is it doing?
It looks good.
I like that chart.
I feel like it's the 2k bottom, the 2k 4k eternal range.
Well, I guess, okay, this is if I zoom out far enough, it is retesting something.
I just didn't.
I think it's going to oscillate in 2k 4k forever.
I don't see how it can break out beyond 4k.
I don't see how it can go below 2K that long.
Yeah. What it looks like a quad, it's a quadruple top like the ether 4K quadruple top like four
by four manifested by CZ like just for
Yeah like just for yeah for there's some other tries to look okay too right now
to look I am Mubarak he did a like an on-chain test trade he bought Mubarak
tornado cash is going up as well because of the reduction of sanctions, the removal of sanctions.
Yeah.
Yeah.
Other than that, it's pretty quiet.
Pwies is dumping.
Apparently the weekly runner still can't run.
I have Discord notifications on.
I don't know.
It's not me, I don't think, because I don't have a Discord. I think it's mine. I think it notifications on. I don't know. It's not it's not me. I don't think because I don't have.
I think it's fine. I think it's mine. I think it's mine.
It's because I'm it's because I'm doing this stream raw today with no.
With no AirPods.
And you sound beautiful.
You sound we're really close to you.
We're really just like you're in the room here doing ASMR on us.
Crazy.
What's the verdict boys? I'm not totally sucking moto is a good
name.
Yeah, we're oscillating between over and back. It's like the
overback oscillation forever.
It's very back. It's very back.
It this does this does look pretty good. A lot of charts look a lot like the Solana. Sorry, a lot of the good charts look like
the Solana charts. I mean, that's that's heavily. Yeah, nasdaq's back to 20k macros terrible.
You know, there's going to be economies in a rollover. The bad charts have broken down
to like the equivalent of like below this level and they're
just bleeding.
But the ones that are consolidating it like this look pretty okay.
Yeah.
I think the trenches are probably going to be back soon.
I mean, these kinds of big runners
happen in these conditions, organic runners.
I think there's routine yesterday, ran to like 15.
There's fat, which is running at like 18 mil.
I think I'm gonna list both soon.
Routine actually may already be on the site.
What's the fat market caveat fat is 14 mil.
Holy shit.
Rasmus, right?
Wow. You know, it did the like seesaw thing a lot more than I expected it to, right?
Like you were able to make like a 3x buying the top or buying the bottom and selling the top over and over
on this like every other day for like a week or something. So that's still kind of impressive
but this is this is pretty rough. Massive funding to people are longing the piss out of this I think they were short before and I think they just
bottomed way down looks like users who knows maybe they're right
they could be I mean this is where they bounce if they bounce right
what is that I'm kept Cap now is under 10.
Yeah, it's possible.
Yeah.
Unless we delist it, then it can't bounce.
But.
No, if we delist it, it will bounce.
That's true.
We delist it jelly jelly and then it bounced a lot.
Yeah.
So we're delisting is kind of a problem.
It's like we're asking the shit to bounce hard.
But, spx looks kind of okay. Among the Marat coins, SPX is the only one that looks kind of okay. Giga looks. Oh, looks a bit cookie.
This is a very important range to me here.
The Lucas computer foundation is erected in that range.
Yeah, there's a it's gonna be funding my existence for the next 20 years.
But I honestly didn't I didn't expect this.
This one.
You did like a pro you you caught the first like shoulder after the blow off top.
You caught the-
I mean a pro would have been selling this breakout
and then this also, but I'm not a pro.
I'm a huge retard larper, so.
Still very good.
Imagine you held it to now.
That would be painful.
I did leave a lot.
Like, I left a fair bit.
I mean, it's not really a lot now, but it was
a lot at the time when I was leaving it.
Did you leave it for posterity?
Is you like just leave a moon bag kind of
thing?
Yeah, I just don't, I don't believe in like,
if you pull like a large amount out of like,
I just don't believe in selling it all
because every time I've done it, it's been like,
like if I've been able to hold it for like long enough,
then it's like it's probably good enough to at the very least have like a cope bounce, right?
then it's like, it's probably good enough
to at the very least have like a cope bounce, right?
And like you you just feel much better selling a cope bounce than you do sitting there with
nothing. You know, it's the same thing with ether. Like I realized that and this might have just been
Kyle helping me cope a lot. But like, if I had sold all of my ether, then
like when it was going down, I might have been buying like I
might have been telling myself like, oh, like 2700. Like this
is a good long like this is a good level here. Yeah. But like,
if you have some you're just like, fuck it. Like I feel no
desire to buy this shit. Right? Like, yeah, it like prevents you
this shit, right? Like, yeah, it like prevents you from re entering.
from reentering.
It's true. Very true. I think also there's like there's two types of
people like one that they clear out their whole portfolio. And
others is like you hold some of everything. When you hold like
some of everything, like you don't clean it out. You yeah, like you you already feel allocated like all sets. So
you're like, okay, I have a moon bag. I have a moon bag. Yeah.
Yeah. And it's also like you just have these random dust
things that it's like, ah, fuck, like if I get caught in another
country, and I don't have access to like, my main wallet, I can
just like liquidate some random dust, and like live for like half a year.
And you don't really feel that bad doing that.
Whereas like I don't I still don't really want to sell like ether or Bitcoin in those situations.
But also the one that I picked to liquidate is always the one that goes up a six million X in the next week.
million X in the next week.
Hmm. True.
True.
Show me a coin.
This is a tricky one.
It should be pretty easy.
I mean, we're already doing it.
What's the website called?
So, I mean, we could show you that one.
But I feel like it's a bit cliche to show you that one.
I'll think about it.
What does this one say?
It's cliche.
Like, what do I mean?
Are we here to not be cliche?
Can't show off on your own stream.
It's a bit much.
You can't. But what's the point?
You can still any like it's your own stream, you
can show anything. Like I could I
should go right now and I could
start showing fucking water
filters. I won't because I'm going
to show ox because this is an ox
stream. But
ox is ox looks good here. It's in
the it's in the range. It's like
roughly 1.5 x off the range of
last summer.
A little bit, 1.5 to 2x, but with a lot more adoption.
Granted with a little bit more FUD, but I think FUD is not that hard to turn around.
In general.
FUD is just pre-adoption.
Like, FUD is just early adoption.
It's just foreplay.
Yeah, you can't spell Fplay without FUD.
And yeah, next leg is the real one. Well, what was that previous message?
Lucas, I didn't even read it, it was too long.
Quant.
Yeah, there was some quant market making too.
Ox doesn't have a market maker,
it just has DeFi pools that are incentivized by fees.
So you have 17.5% of fees on the platform.
They're going toward aerodrome incentives.
And that's why the pools on aerodrome are pretty big.
And then there's a slana pump swap pool as well.
So it's pretty thick liquidity.
But yeah, this way, the market can just price discover on its own.
Pretty straightforward.
Yeah, maybe we should get a market maker like WinRMU or DWF.
Yeah.
Probably not though.
Chris is in here.
Do I toss her up on the thing?
Yeah.
What's up, Chris?
Oh, shit.
I got to take this comment down.
It's hiding Chris.
I keep forgetting to use my mic. it's I'm I'm looking at Sue
and I'm like he doesn't have a mic I don't need a mic.
Just do it raw. So much better.
No, I like holding the mic.
Good morning, Chris. What are we talking about?
You're like, you're you're co always that that's a mirror.
I thought that was like a co worker.
You're like,
no, it's a mirror.
What does this mean?
Is this like something that we're not supposed to be saying?
Oh, I was I must means good morning.
Okay.
Good morning.
Yeah.
There's a there's a really funny black guy that I've been following a lot on Instagram recently.
He basically does this skit where he pretends to be his Japanese boss and then he's talking
to himself and his boss is just saying super racist stuff to him. It's like Hashimoto-san.
I don't know if you've seen it, but I'll show it to you sometime.
I feel like this guy could go super viral.
I wish there's a way you could follow a guy on Instagram and be like, I bet this guy will
gain 3x followers.
We've tried to invent this protocol like 6 million times, haven't we?
This is actually, ever since the concept of social fi was like a thing we've been sitting in like either Twitter spaces or streams sitting there being like
I really want to be able to bet on which lobbies are gonna make it because like we're like
I like that's how I become like a billionaire like that's how I make generational
I think you ought to be able to bet on like to talk and I do once though
Like I don't think it's that useful to bet on Twitter ones. Like I don't think normies care enough.
They don't.
Maybe.
Um, but like TikTok ones would actually go really hard.
Like if you could bet on, if you could invest in like these TikTok influencers, um, I
don't know.
Oh dude, this layout, it pops the comment up below us instead of covering us randomly.
That's awesome. Yeah, technology improving everything.
Today's pump. People keep saying to today's pump. Where's the pump? What what pump are
we talking about? Sue, I don't think you understand. At this
point in the market cycle, Bitcoin pumping 2% is actually a pump.
Yeah, it's like when Ethereum pumps like 1%, everyone's like, we're bad boys.
Solana is up almost 3%.
It's always oversold.
And you don't think this is a pump?
So I think the last few weeks of like BNB season and Tron season made people realize
Solana is just better as a chain. Just the way it works. It might actually be years. I think it's
years ahead, actually. So because of that, I think there's
now rotation back into soul, like, you know what, come back
home.
Anecdotally, a lot of trench guys I speak with are saying
that. So that's pretty bullish for slana. It's pretty bullish
for trenches. I think also there's this idea of a pump token soon, right? So people want to be like
back on pump and you know, maybe there's an airdrop or maybe there's like, you know, there's
excitement back. Like I think whatever you have news in the real world, then you have coins created,
those end up being Solana meme coins. Whereas I feel like BNB meme coins and Tron meme coins,
like Tron is just like, will Justin's son pump it or not?
That's literally the only question people ask.
Like, does Justin like this coin?
And then with BNB coins, it's like,
you're basically again saying like,
does Binance like this coin?
And then also there was that flood with Freddie
the other day where he was, he shelled a meme,
like he's a BD guy in Binance wallet,
but he shelled a coin and then dumped it from his own ENS.
Like he had a docks that he dumped from
after shelling it like in 2004.
So it's pretty bad look.
So I think people are like, okay, BNB chain, you know,
it's good, but so I think people like okay bmb chain, you know, it's good but prefer Solana so I think that that's what's feeling some of the Solana poem
Fuck first is mogging me her water bottle is like twice the size of mine. How many how many milliliters is that?
Her water bottle is like twice the size of mine.
How many milliliters is that?
It's like 1.5 liters, but I feel really horrible
because I'm all about reducing my plastic waste,
but my apartment has no space to have,
you know those water,
where you put the huge gallon ones.
Yeah, the huge gallon ones.
I have like no space in my apartment to put that.
Just keep using these water bottles.
Wait, actually, it's probably not great to drink the rain water.
I worry about that.
I don't even drink the tap water. One time I cooked noodles with the tap water and my stomach was not good.
Yeah, like I gave myself food poisoning that one night when I came back after drinking
and like I drank all of the tap water or all of the bottled water in the hotel and they
had like eight bottles because you're not supposed to drink the tap water at all.
But like I didn't know this at the time so i like just crushed all the bottled waters and then
started refilling them with tap water and then like that was that day when i woke up and i was
just like guys yeah oh i remember that and then you were like pure silent during uh during dinner
yeah i was like who is this i don't think I've ever been worse vibes at any like social
interaction that I was during that time. Like, I had like every single person asked me after
the fact like, like, man, like, if you're like that, again, just don't go yourself on us like that.
Yeah, I definitely don't see a huge pump in the market right now.
I mean 24 hour wise.
We're like what up 0.5% on BTC.
Yeah.
I mean sold in from Venezuela. We are about to print so fucking hard.
I don't know what this means.
I guess I'm just showing NFTs.
I should go back to this one.
Okay, real question though, is NFTs season back?
What are the signs is NFT season back?
What are the signs that it's back?
Let me check blur.
There are there any signs it's back?
There's actually been quite a few like upcoming white lists for projects that I've been seeing
on Twitter.
Sue, Sue, I feel like it's getting mad even reading this and thinking about
the idea of additional perp stacks is like Sue's blood pressure is rising. Yeah.
Pudgies are back over 10, that's good.
Pudgies are back over 10. That's good.
Is that because of the Pingu ETF?
I think that's probably why.
Malays at $300, solid-ish.
I don't think NSC's can be back until people, like I think ETH has to go to like 2500.
I think at this price, no one's gonna really like speculate.
I saw some big punk strides the other day, but yeah, it's gonna be just like old people
sloshing money around.
I think to be able to like, the problem is a lot of the idea of like these ETH and
it seems that you're gonna flex that you're early in Ethereum.
But like, why would you want to flex that now like most people are like hiding it now like they're like I'm not I'm not actually
I'm actually slana or I'm actually like like cross my like I sold yo guys like I sold like
0.055 like I don't know what you guys are talking about. I haven't touched
I thought you would never sell eat who had like dot ether name for four years are like flexing that they got out at 3K.
But they're like, I got out.
I, I, I.
Oh God.
This is going to be like the new,
this is going to be this cycles flex.
Just like at what price did you finally exit ether?
At what price did you realize you're wrong?
Yeah. It's kind of the thing.
Although I'm pretty proud of my exit price for each.
I exited at 3.9.
Yeah. Kyle Kyle saved my fucking.
Yeah.
Kyle saved me as soon as he put in that short, I was like, okay, it's over.
I'm selling right now.
Cause it was that like, I think when you put that short it was almost teetering 4.1 and then Kyle put that huge short
position on I think was it was his vaults and I was like okay it's if it
goes below four like it's over I'm not waiting much he yeah much he helps to
save this because he was like so he sold all his E that 4k I think
and he was saying like, oh, it's so over.
But people like on the way.
So it's one of those things like if you sell too high, it's actually kind of dangerous
because you now like I have so much room to rebuy like I'm gonna rebuy it like 3.4, which
is like still a sell actually.
But you're just like, this is the first mistake
rebuying.
I mean, my thing was that when I sold, yeah, I mean, now you
could rebuy but like, I when I sold like, I just felt so good.
Right? Like I was just like, I'm free. Like, I never occurred to me to rebuy like I was never like dude
You know what I need like, you know what I need right now. It's like I need to enter that situation again
I need to put myself because I literally felt like I was being held hostage by the aetherium token for like years
right and then after I just like
One of the things is like, if you've been long
ETH on perps, and then you just switched along Bitcoin or even soul, you're like,
wow, it doesn't just like dribble down like every day, it actually goes up
without. And then you and then you start using ether as a short hedge for those
other ones. And then you're like, wow, it's amazing. Like, it's like, it just
crabs but downwards forever, as opposed to like these others which crab and sometimes go up
So you just free money?
Well, I saw a flood show eat today. He said, you know eat this worthless
No, that's the thing if you're shilling eat right now. Everyone is doing it from the framing of like
I'm shilling it because it has to bump
even though it's worthless and I think it sucks dog shit.
Like there's everyone is too like,
they're too embarrassed to come out and say like,
I actually believe ether could be good again.
Like people will not say that, they'll get dumped on.
I think what it is right now is that people are closing
shorts in this range under 2k and they're like,
well, if it's gonna have to close a short,
maybe gonna have to stab along. And then so they're stabbing long and then be like but
i don't believe in it uh but i want to stab it so usually either gets punished because it's like
you know when you go from short to flat that doesn't mean you actually have to then go long
like you could just be flat uh you know so like there's an element of over trading there, but it also legitimately, I think it's like
extreme lows range stuff.
Can it go below a thousand?
It's kind of unlikely, right?
I mean, if you just look at the ETH versus XRP ratio, that would be like hyper extreme
positioning and you do the ETH versus XRP ratio, that would be like hyper extreme positioning.
And you do have ETH ETF.
Like at some, like forget Bitcoin,
ETH is fucked versus Bitcoin,
but like ETH versus XRP, ETH versus other coins,
like it's getting to the cheap range of that.
So I think it has potential to get that rotation in as well.
So, but do I think SolETH is going to 0.1? I definitely think it's going to 0.1,
just a matter of what price it is. Maybe 200 and 2k. It's actually hard to think about what the
number would be. But it'd be like maybe 240 and 2.4k. Yeah. So. Like everyone keeps talking on Seoul, but it's just like naturally strong.
It went through giga unlocks and it's still stronger.
Like when Dijun Ping did that tweet in January about how the market's in a nuke, he's like,
my levels on Bitcoin are 85k, Seoul 120, and ETH 2400.
Well look now, Bitcoin is 85.8.
Seoul is actually 133, so it's higher than its target, 120.
And then ETH is 1985, which is way below 2400.
So like even for a lot of OOGs, I think they're just completely shocked by this regime that's
like, okay, Giga unlocks high inflation and it's still stronger than like ETH by a lot.
Never doubt the spiritual trader.
Honestly, there's something about it.
I mean, like he, I mean, he thought soul was. But I, I don't
think I agree. Like, I think it only looks bankrupt from an
youth perspective. But if you can, on its own, it's actually
the most spiritually full chain because it literally like
resurrected itself. Right. Like after FTX blow up. So like it's had a recovery from like extreme
conditions. And that's why it trades so strong, I think, because people are like, we've already seen
worse, we've already seen everything.
So I don't really give a shit.
I think that Solana, it just has a much higher max pain, right?
The people who are Solana holders have experienced gigahigh max pain.
The only people who haven't really are actually the people who were like Like the people who bought like in this range up here this cycle. I think they had no balls or conviction for the most part. I
Know but like everyone who is buying in here, I think
Probably pretty decent conviction and the people who were buying like the 60 range like this this shit. I
They're they're probably chilling for a while.
Yeah, I was speaking with one American fund the other day who
was really early to sell on the second for the cycle in twenty
twenty three on like fast, fast finality thesis.
And they're like, you know, you have all these LL twos and like
forget even
fragmentation. Like the problem is finality speed, right? If you're a new user, you use Phantom,
one click, confirmation done, you know, that feels like how it's supposed to work.
And the finality is fast enough that the human believes it's instant, right?
So I think, I mean, that can now be overtaken by other chains.
Okay, you can be like a little bit faster or whatever, but you actually still can't
fix the tooling around it and like the whole ecosystem around it.
Like how do those tools behave around the chain?
You know, like you can have a really fast chain, but if you don't have bullets that are useful
for that chain, you just can't actually,
like you just can't win.
I don't know, it's very hard to bet against, in my opinion.
Like it has escape velocity with like a usable UI UX.
So true. You definitely can. You can do it if you want.
Yeah, pumped up is actually pumped out fun teaches you what like Max Payne can be really, really quickly because like it used to take you a long time to lose your full principle on your investment.
Whereas pumped out fun had this innovation that allowed you to actually lose 100% of your principle in like six seconds.
And you can't do anything about it.
It's just like, yeah, and it's like, you just have to be like, that's the way she goes, right?
Like the the laws of the jungle are like imposed on you real fucking quick.
I think pump, pump doesn't actually make sense to crypto natives, but it makes a
lot of sense to zoomers who are like TikTok generation.
I think that's where their genius really is.
Like, like I think no one alone are very intuitive thinkers about what does my generation want, right?
So if you think about it from that perspective,
but like, okay, you know, this is the generation
with massive amount like sports betting,
online gambling, like,
as you sports, this kind of stuff.
And then they're also constantly brain nodding on like,
TikTok and IG
and all these apps.
So I think that if you think about the features
that they focused on in the beginning and the kinds of things
that they were trying to go after,
it's very much this zeitgeist and this energy.
So when something is going viral, you make coins about it.
But it wasn't like a, like I think that there were genius and not making it like, I like they were like, like we're gonna get
like this routine coin, right? Like, we're not gonna get the guy to actually come and
do it. Like he can come and launch it himself if he wants, but anyone can launch. So you grab this idea that you see a meme
and you launch it, you do that fairness. So I think it's Max Payne for crypto natives who
want to get into it, but I think it's actually, it's much more intuitive for like, if you actually haven't even been in crypto, but you come in and you're like,
okay, I'm speculating on culture. I'm like gambling, I'm playing a crash game. So
so when you say it's more intuitive, though, does that mean that it's like, uh, is it less
pain because of that or is it more pain?
I mean, it's like, it's like you defy.
Yeah.
Cause like pain to me is like a sort of different access and like, do you understand it?
Right?
Like I would actually say that like more pain is more likely to make you understand things
more quickly.
Right?
Like the faster
you can get raped in the market, the faster you're going to learn how to like operate
in the market.
I mean, Alan Watts, the famous translator of Buddhism into America, he once said, we
cannot be more sensitive to pleasure without being sensitive to pain. And he posits that pain and pleasure is a non-duality that you can't actually tell the
difference.
Just like you can't actually...
I mean, he also argues that you can't...
There's no difference between being excited and being anxious.
The same exact thing, actually. So I think if
you first take that in mind, then it becomes like clear, like,
okay, Max Payne, but also Max Pleasure, right? Years for
Bittrex Backs to go to zero. Yeah, it's true. Max Pleasure is
like, I mean, it sounds true. Max Pleasure is like,
I mean, it sounds much better than Max Payne,
but also it sounds more dangerous at this point.
Like I'm starting to get old enough
that I hear Max Pleasure and I'm just like, ah.
Like, that sounds like very unproductive.
Sounds like there's gonna be very low shipping
in the Max Pleasure dome.
Especially if it's in a dome, yeah.
Like the dome is also.
Yeah, it's like, it just sounds like
there's too much gooning.
Like Max Pleasure, and like,
I don't even mean gooning as in like actual gooning,
I mean gooning as in like spiritual gooning.
Like you're doing some activity
that may be like functionally equivalent to gooning,
even if you're not like touching any private parts.
Like I consider a lot of types of like video like gotcha games specifically, I largely consider to be gooning. Lots of things that people do online, like there's there's a certain like type of Twitter replier that you see like replying some like
angry thing every time to like some political posts and it's like that's also gooning.
They may not conceptualize it as such but like when you spend all day posting angry
content about politics online you are gooning.
It's true.
Chris needs a new form.
We need a new way to obfuscate market cap and total supply
from retail is what I think everyone is deciding. Oh, no, the retail understands total supply
now. They understand them cap like we have to go back. I think we need more viral content.
I think you had a great point about how TikTok being banned in the US is really bad for meme coins because less stuff can go viral.
Yeah.
Like we like we need better animals.
We need better fitness gurus.
We need better like there hasn't been a single like who has gotten famous online and then
made a coin in the last three months.
All right. No one senses routine.
Hawk to a well, I guess.
October. Yeah.
I'd like to say October.
Yeah, October is the last one, really.
So. And you had the Web to founder meta for like a week and a half where like
Web to founders launched coins.
That was such a funny meta.
They were like, dude, but like this guy has like this many DAUs and so his
coin must go to this linear proportion of what this other coin went to based on
like the transitive property of like DAU.
Yeah.
Like around that time I spoke with some like two founders that I'm friends with
and they were like, oh, well, why don't we like launch a coin?
Like maybe this, that.
And then the issue is get into is like, as you're doing it, the coins that you were referencing as like a hundred million dollar coins are now like
$10 million coins. And then we're like, okay, you're, you're launching now a $10 million coin.
Um, I mean, that's pretty much what happened to Kanye as well. I think we're like,
while thinking about the coin, you just realized that like he doesn't give a concert and make the same amount of money. And he doesn't have to get
flamed by everyone. So I feel like there needs to be crypto options can be another form of gambling.
Yeah, I mean, perhaps are kind of already like options, right?
So that's what I was about to say. You're basically the same, except the contract. Everything is
gambling. Options is gambling, dude. Ironically, purpose are probably more gambling than options.
Options, at least you don't have path dependency risk as much. Like you kind of just put your
money down. It's like a bet. Yeah, it's like you place a bet. purpose is don't have path dependency risk as much like you kind of just put your money down
It's like a bet. Yeah, it's like you place a bet
Purpose is like you have path dependency risk liquidation and then you know so on and so forth
What does this mean
Before you like I want to I want to believe it because it's not just I just don't know what it means I agree with it but I don't know why yeah it sounds
right oh I forgot to keep he posted this before and I just didn't know it so I
was like wow what is he saying and then I didn't actually read his explanation.
I think the issue is that the person doesn't want to be vested
in what they want to build.
They want to just farm attention and then move on.
So that's the core.
Because even the biggest launches
have been these max attention plays, there's no playbook.
There's no role model.
Imagine you're a celebrity right now,
and you want to follow.
You want to do like a like a proper launch.
Like in 2021, you may have believed in like music entities or like,
like, you know, art entities.
And so you may get a guide to help you launch entities and really believe in it.
That, okay, this unites my community.
Plus we're making real art here, all that kind of stuff.
Uh, but like now I don't know if there's celebs that believe in it enough. Like if they believe in it, they wouldn't like if you're like Malay and you believed in crypto, you actually probably
wouldn't work with like the Kelsey type guy, right? Like Kelsey and like Julian and stuff,
because you'd be like, this gives me a smell that's like like
this smells like extract like max extraction kind of like vibes right so I
don't know like you need people to believe that they can build real things
in crypto yes why are you in twice now Lucas? Uh, because I added myself on my phone so I can walk downstairs real quick
Oh, that's it. I'm learning a lot. I'm learning a lot about how to use this streaming software
If anyone else walks into that office they're gonna be like surprise like live stream like
your guess now no surprise guess mode
I don't know I feel like I can't uh, like I actually become more retarded the longer that I sit in place.
Like I'm always pacing around for calls, but like for the streams I have to sit there.
So I have to find some way I should get like a cart and push my laptop around the office in like circles.
I think you should one of those like what if just like dumbbells you just like curly while on stream.
That will make me even dumber though, because when I lift I become like extremely stupid
Like I like I linearly have like a 10 point per like 10 minute IQ decrease
Like as I'm in the gym, especially if I do legs
Is that the etymology of the dumbbells? They make you dumb is that I?
I think dumbbells make you less dumb than barbells, they make you dumb. Is that? Uh, I think dumbbells make you less dumb than barbells.
Okay. I'm just looking it up now.
You know, um, Lucas, what you need, you need those like weighted straps around
your legs.
I just put like 87, like battery packs in my in my backpack so I'm always walking around with like 30 pounds of lithium ion
like anchor battery packs. You should you should get it for like your legs you know those straps that you get around because actually if you carry a backpack for so long at that weight, it's bad for your posture.
Okay,
just making me a man. I have to go home and do 30 reps of spine stretches every day to offset my backpack.
So some daily vocab lesson on the where dumbbell comes from. So in late
Stuart England, 1711, there was a poet, Joseph Addison. Okay.
And this guy was exercising with the device
and he decided to call it a dumb bell.
That at that time, two words, so dumb and bell.
And he called it dumb because it was like a apparatus
that was used to ring a church bell.
But if you don't have the bell,
then the thing can't ring the bell, right?
Hence it's dumb. So he's like, this is a dumb thing because we don't have the bell, then the thing can't ring the bell, right? Hence it's dumb.
So he's like, this is a dumb thing
because we don't have the bell.
So, and I'm lifting it up and down.
So I'm using a dumb bell,
like the dumb side of the belt that can't make the noise.
You know what I mean?
And there you have it.
That's like extremely convoluted.
I mean, it's better because if it was truly based on like IQ, like I get way dumber from barbell exercises, like,
if you put like, hundreds and hundreds of pounds on your back,
and then do anything, you become really your target for a
period. I don't know.
What do you think about when you do like max intensity lifts? Like,
do you have like a focal like a focal point type of thought?
It's mostly about just making sure everything is balanced and
that I'm not gonna like, fucking kill myself or something.
Like, I'm usually just focusing on like doing the list or like,
you know, if it's like, I haven't been back in the gym,
you have to focus on really basic stuff like remember to exhale.
Just to remind yourself to breathe.
Yeah, yeah.
There was that period where I wasn't listening for like six months and when I came back,
I had to reteach myself such remedial nonsense that I actually felt like a seven-year-old.
Feel like building real things seem to get lost in this cycle. Do you see that utility notion coming back?
They're trying to bring it back, right?
So a lot of people are showing, you know, revenue positive buyback tokens.
So you know that that basket DNA maker of a Morpho.
I mean, I can give you bear cases for all those coins, honestly.
So you mean the maker bear case.
I want to hear the Maker Bear case.
Actually, you might not be able to.
It might be rude to our friends.
I think it's too rude.
I don't want to make it, because I have a lot of friends
who own these coins.
I will say that it still has underlying assumptions
about what products get used.
I mean, Maker does kind of need ETH to go up for Maker to get more
revenues. And so you end up with like everything is really just ETH beta. Like Athena is also kind
of like Bitcoin and ETH beta because you need people to be buying stuff on perps. Otherwise it just becomes this RWA. I think over 60% of Athena AUM is in
just bonds. It's not actually doing perp barb. If the market gets toasted enough that no one's
buying perps on leverage, then Athena also suffers. So you, you do need it to be a bull market.
And then in the bull market, maybe you'd rather own some other coins.
I think the issue with fundamentals in crypto has always been that even when you
have cash flows, you only have those cash flows when the markets are giga hot,
right? Like Aux is an example, right? Like in December, January, you have like
insane meme coin activity. So there's also insane activity on Oxfam.
Like a lot of the perks we had were like max funding long.
And like, you know, if you had GMG at the time, like they're making
like a couple of mil a day, you know, bull as being coming a day.
If you put up like the dune for GMGM now, like it's got to be the bottom
or something, because it's like it's literally making like 7K a day right now. the the Also because, you know, they did a lot of KOL deals that were like expensive. And so they're like, how is this, you know, like they keep paying KOLs to like
get us to trade and lose money while you know, there's that.
So anyways.
Yeah, it's like crypto crypto is really hard because like, I mean, with every
business, there's like the, the idea that like, when you have like a boom period, you're going to use it to scale,
hire more employees, do like more expensive things, get like a nicer office, stuff like
that. But then most like, you know, if you're like in a TradFi business, or like you're
in tech or something, and the market has just continued going up for 10 years, then it just
makes scaling like a much different situation than being in crypto, where it's
like every four years you get one up here and then you get three years of down or drop.
Because now it's like you're right at the peak.
It's the same thing with everyone like buying Lambos and cars and stuff at the top and then
a year later they're like, wait, I can't afford this house.
I can't afford my mortgage payments.
What's happened?
Businesses experience the same thing on a larger scale, but it's also more embarrassing
because as a person, it's kind of funny to blow up as a business being like, we're paying
$7 million in KOL management fees and suddenly you have two
cents of revenue. It's kind of rough.
I think Retardio wants to come on. Retardio? Lucas, can you see from your computer?
I'll be back up in the office in like five minutes and then we can add people on.
But yeah, anyone who wants to come in, they're all welcome to. I've lost my management abilities.
I need to figure out how to do like mobile mobile hosting
do you think we should go to dubai 2049
i don't know man trying to decide i'm like bearish on going to dubai every time anyone suggests it
no i've been in dubai yeah just can't remember yeah yeah me personally i think that was i think that I don't think I ever lost a passport, honestly. After this last one, I just I will always just have my passport on me.
Like I've determined the only way that I can not lose my passport is by like making it
like my phone.
Like, it's just always there.
If I lose my passport, my life is over because Indonesia takes forever to make passports.
Yeah, the US it's really easy to get passports back in basically any other country.
You go to the embassy and then you require like a very low level of verification and
then they charge you like $200 for being like a retard and then you get it back.
But you get like an emergency passport, but the emergency passport lasts for like a year
but also I think so like the emergency passport lasts for a year for the first three times you lose it and then after you've lost it three times they move it down to six months they say like you're a serial passport loser the the
the the Yeah, I mean I just I just went on a smoke break so
Something about smoking in Asia doesn't feel like unhealthy somehow I just wish there was a way that you could not smell like cigarettes
It is true. I mean people do get lung cancer
But lung cancer aside is fine
Yeah Maybe you don't even need lungs in 30 years But lung cancer aside is fine. Yeah.
Maybe you don't even need lungs in 30 years.
Like it wouldn't shock me for lungs to be the easiest thing to fix.
Actually, no, no, no, they're like really, really difficult because like you're okay.
So lungs operate on this like really goofy principle of like, you just have like an inner
thoracic, like a cavity. And like, so if someone like
replaces a lung, or they lose a lung because of like cancer,
they get like an injury or something like it gets punctured
when their ribs break in a motorcycle crash. You cannot
just like, I get rid of the lung, and the other lung will
just like, get like the other one does get bigger, but you
have to fill the cavity with something
right. So like, when people have a lung that gets removed, you
need to take like a muscle from their quads and like transplant
it into your chest cavity to like fill up the dead space so
that when your eyes, the fucking when your diaphragm like flexes,
it still has like the right amount of volume that it can pull in air.
I just feels like they're gonna be able to grow lungs in like a lab eventually and just put them inside you.
Yeah, yeah, yeah. I mean, they are.
You just keep cloning like lungs, you just keep cloning yourself and then you harvest the micro use you harvest your like
eight year old.
Yeah, it's like longevity people who vape just funny hilarious like.
They think he feels worse than smoking dude I don't know how.
And I max but vape or like anti vax but like rides scooters and be like oh my god the I'm just like, no, actually the worst, the worst feeling is that like when I eat healthy
all day, like, and then I go to the gym, I work out, I go for a run.
And then the first thing I do when I get home is I smoke.
And I'm just like, wait, what's the point of this? That's okay, because I think smoking cigs is Lindy, right?
Like if you ask, so if you're a woman in your 1920s, you're like, visit your doctor,
you're like, doctor, I want to get in shape. The doctor would say smoke more cigs, you're eating
too much food. That's what the doctor would say.
Yeah, that's true. That's true. Nicotine does curve.
They would prescribe to you like some bourbon as they always do. They're like, you probably
need more bourbon if you're a guy. And then like cigarettes, that they're like cigarettes
will help this. Actually, there is one thing, so when I was in New Zealand, when I was in New Zealand,
like before I started vaping, I'm like a major sweet tooth, right? So I need to have my sugar
hits. Like I cannot go through a day without having any chocolate at all. But ever since
I started vaping, I stopped snacking. And that's actually what made me lose weight.
Like I look 63 ages at one point.
Damn.
Yeah, it's like nicotine patches, nicotine gum works,
right, as well.
And I think that's also popular with the kids now, right?
Like they chew nicotine gum.
And nicotine now has been shown.
Yeah, nicotine gum is way better than all those weird little mouth
pouches. The kids don't actually like nicotine gum that much. They
like the pouches and shit. But like, I'm convinced that the gum
is just much better. I don't know what it is.
Yeah, like nicotine has now been shown to be really good for brain
function, right? And then for thinking, like I know that there's
a math professor who just like, takes nicotine patches all the time.
It's yeah, I mean, like the the bulk case of nicotine is that it actually inhibits like
mood and progress. Yeah, like it, it, yeah, but I mean, this is also a cope. So basically
all of like the teapot people like the AI tech ml people
they all like someone made this big thread about like a nicotine being a nootropic and then just all of them just got addicted to
Nicotine because they use this as like justification to try a new drug
But then they were like, oh fuck nicotine is actually a distant
Like nicotine is probably one of the harder drugs split actually like it was it's like quitting. I
putting even like Methods like you can just do it in like a day.
It's not that hard, but like, uh,
quitting nicotine actually makes people sort of a grumpy asshole most of the
time. So a lot of people just get trapped.
I personally quit nicotine like 19 times. So like, uh,
I'm a professional at it by now, but.
Yeah. But do you think addiction is real?
Like drug addiction?
For like 90% of drugs.
I don't know if it's real.
I feel like it's more psychological
than actually like physiognomy, like physical, you know?
Like even for nicotine.
I don't know.
Like maybe withdrawal is not real, rehab is not real.
Because one of the things I noticed in prison is like, you have some cellmates or inmates
who are like drug addicts before and they're like, yeah, this sucks.
But it sucks for them for like two days, like one day and then like, yeah, okay, I guess
I can't get drugs.
I guess I can't get cigarettes.
I guess I can't get drugs. It's I can't get cigarettes.
I guess it sucks as quitting like, like, quitting, quitting.
Like, it's, it's hard ish.
Quitting benzos is hard ish.
But yeah, this this comment is pretty, this comment is pretty right, I think.
Like, I would argue internet addiction is a much bigger addiction than drug addiction, from what I've seen.
Like I only saw people freak out that they couldn't like, like send a message to someone.
I never saw anyone forget that they couldn't smoke or they couldn't get alcohol.
Yeah.
Just like on the Maslow hierarchy, I don't actually think that like substance abuse like pierces the veil of like things you will care about.
But um,
I don't know. I personally have like a very addictive personality. But then also, it's pretty easy to just quit stuff. I
yeah, I think if I dot app, it's pretty cool. You can do a bunch of swaps in it.
Definitely.
I think there's gonna be this like super-
I would hear people's thoughts
if we were to like change to like,
ox.app instead of ox.fun.
Like what's the perception
that people would have on the platform?
Of what?
Ox.at.
If we were to change our URL from Ox.fund to Ox.at,
like, would it be positive EV or negative EV
or just neutral? Like, we shouldn't do it at all.
Things to think about.
Yeah, and the logic behind it was like, if you have dot fund, you know, people kind of think of meme coin launchpad,
whereas obviously on Oxfam you can do more than that, you know, we're adding a lot of new stuff as well.
adding a lot of new stuff as well.
It's going to be more like a fully fledged exchange.
It's gonna be more like a fully fledged exchange.
So without like .fun may not be conveying
really the breadth of experience you can have, right?
It's like if a guy or a girl says like, I'm fun.
I'm like a fun guy or a fun girl.
It's like, he's underselling.
I'm chill, bro.
I'm chill.
I'm just chill.
What the fuck are you talking about?
What do you, what does that mean?
Explain to me what being chill is.
I mean, that's easy for me to say as someone
who's like objectively just not chill.
But I think the big problem with .fun
is that nobody knows what it means.
And if you ask like a retail app user
what you think the app might mean,
if it's called Ox.fun,
the assumption is either I have no idea or it's about sex toys yeah yesterday who
was like my immediate thought is sex toy honestly we should just focus group it
we should get a kid like Rasmur to walk around the streets of New York and ask
like what do you think of when you think of ox fun and I did that I did that with
OG like I literally we went to UCLA campus.
I went up to like groups of people and I said like we're doing like
a we're doing like a marketing survey.
What do you think of when you hear Ox.fun?
And there was like a lot of people just like looking at each other
like and then every single person who had like the balls to like
come up with an answer was just like probably sex toys.
I was just pivoted sex toys.
I think you pivot.
Yeah.
Like instead of pivoting the URL, you pivot the product.
Yeah.
I mean, name informs function like Michelin study, Michelin guide, right? Michelin is a great name for a food guide. It's a terrible name for a tire. I
Still associate it more heavily with tires and with food
But that's also because I buy like I sorry I spend more time thinking about my tires than my food when I'm buying it
Right. It is like you when you think of Guinness. Do you think of the drink or Guinness Book of World Records? I
Think of Guinness Book of World Records, but that's just because I don't really drink.
Yeah.
Like you could have a sex toy offshoot of Ox.Fun.
Like Ox.Fun could be the URL for the sex toys and then Ox.App is like the original Ox.Fun
experience.
I think the problem with this is that we're picking like exclusively things that have,
it's like exclusively things that cannot be advertised
via Google ads channels.
It's like, what if we did crypto?
What if we did like gambling, what if it was supplements?
Okay, wait, sex toys.
Like, it's like we've managed to hit the,
like the basket of things that Google ads
will not serve you for.
Sure.
There was a product I saw the other day,
which is like your trading perps and the normal type shit,
but then there's like an AI assistant wife,
like a AI girlfriend assistant who's helping you trade.
So she's like, have you considered going long, like Solana?
Or like, have you considered like going, like Solana or like, have you considered like
going short ether or something like that?
You know, I think that's where like all like AI, all AI partners tend towards is giving
you some sort of like advertisement for something, right?
Like that's the main dude also, holy shit.
So hanging out with some of the zoomers in the u.s
I'm realizing like these people actually use AI as like, you know
how people would go on like our slash relationships and or like our slash am I the
Asshole and like try and have it handle like social disputes that they're in
People are now just asking like AI like am I in the wrong in this situation?
No AI like am I in the wrong in this situation? No.
Reading the comments. People say if you change away from Oxfam
that you won't be fun anymore. So that's negative.
Bibi says ox dot silly could be cool. I don't think dot silly
is a sub domain. Is it?
Uh, ox dot serious, maybe could be good. Ox dot SRS. Silly is a sub domain. Is it?
Ox.serious, maybe could be good. Ox.srs.
Ox for real, ox.fr, French.
Ox.fr for French and also for real.
Fun is short for funny.
Someone asked me what's the roadmap.
The roadmap will be published today actually
on socials so you can read through it. That'll be exciting. Ox.eth is instant zero. There's
definitely no way Ox.eth guys. Ox.sweet. Ox.sweet. Ox.sweet will be better than Ox.eth. That's what
I was gonna say which one goes higher. OxideFR would actually be
a fucking hilarious though. Yeah, it wouldn't be bad. Let's see if that's taken. It's probably
something like French. Well, now it is. As soon as you tell people on stream that you're thinking
about it's taken. You actually can't do Oxide. Yeah, you can't hear it. It looks like a real company.
It's like basically like a corporate to upload the roadmap right now.
How about that?
Then people can read it and ask.
Oh, sweet doesn't look too bad either.
Honestly.
Honestly, if crypto can't pop here, it's kind of ridiculous.
It's like at like oversold levels, stocks are gigamooning, macro impulse to money printing,
China bull market.
All the China bulls from a few months ago are eating good now.
Remember that, was it Cliff Astness?
I think it was Cliff Astness, like big US manager when they're asking, he's on CNBC
and they're asking him like, are you scared about your China thesis?
Like what happens with the CCP will take your money?
And he's like, have you considered that?
And he's like, like he basically called? And he's like, like, he basically called
the call CBC like a moron or something. And then and then he's like, you know, I'm wearing
and he said, Oh, he said, I'm wearing a suit. That's why I know it's like gonna be fine.
Like I'm wearing a suit right now. And I'm telling you, it's fine. I thought that was
like a pretty crack. Like as far as boomer, like, mogging goes. Yeah. We should do that
one time. Like we should have a suited upstream. Huh? Yeah, that's the, like, mogging goes. Yeah. We should do that one time. Like, we should have a suited upstream where we have a...
Yeah, that's the value of wearing a suit, because you can say, I'm the one wearing the
suit here, so...
Yeah, like, do you have a suit?
Like, what is your fucking...
And you were talking to a woman, too, which is almost even more base.
Like, imagine...
I think Trump's just bringing out this like subtle misogynist in like everyone
Like imagine you're you're like a boomer and like some journalists are telling you something and then you're like i'm the one wearing the pants
you know
Not even wearing pants your wardrobe doesn't even have pants in them
Like you are so detached from the idea of ever having pants in your life that like you can't possibly wear them
Yeah from the idea of ever having pants in your life that like you can't possibly wear them.
All right guys, roadmap uploaded. Boom.
Boom.
Do I have to retweet it?
Ox.USA, ox.gov, ox.gov would be great.
Ox.gov would actually be amazing.
What about ox.org?
Probably taken as well.
Ox.org will manifest organizational energy into our lives.
Like that's a good call.
Ox.org is definitely some kind of a-
Ox.org is equivalent to having
two additional female hires.
It's true.
Honestly though, I don't think the average crypto woman
is more organized than the average crypto male even.
No, no, no, that's definitely, yeah, yeah, yeah.
I mean normal.
Yeah, normally yes, but when you add the crypto,
I think the chaos Yeah, normally yes. But when you add the crypto, I think the chaos is that
it's high chaos.
Yeah, I think crypto attracts like a sort of similar
personality disposition, regardless of what you've got
going on down there between your legs.
Are you saying-
Do we think that the sole price is like actually
that dependent on ETF approval?
No, I think sole is in a super cycle. So I'm so maxi.
That's yeah, that's sort of my thought. Like, maybe you get
like a one or two day like pump that gets giga retraced, but I
just don't see it having that much impact on anything. Like,
after the ETH ETF candle, I think that like single handedly
debunked a lot of these ETF theses.
We're getting suggested aux.com. It sounds expensive aux.com. But if an aux is like 10 cents, we just like use all our funds to buy like a new domain. That would be based.
like a new domain that would be based.
And that's like the equivalent of like crypto.com buying the
freaking stadium. What? Yeah. Four years ago. Three years ago.
This guy is saying bro y'all are cringe.
You're not wrong. This is cringe. I guess I guess yeah, like I
mean, there's not a lot of ways to stream without being cringe.
stream without being cringe.
Trying to check some more domains.
What are some of the good ones?
Ox dot fed like Ox dot Federal Reserve
ox dot VIP. Ox dot wiki ox dot
edu would be good. Ox dotlife. Get Ox.life. These are cheap enough now though that
someone on the stream can just buy it. They dig in front of us. Yeah. Like Ox.life is $129.
That's like a nice meal. Ox.sbs.
Ox.SBS.
Ox.store.
At some point, like when you have like,
if your ticker is OX.SBS,
it does just look like a key mash.
It looks ridiculous.
Like ox.xyz is also a key mash.
Thoughts on Sonic?
You know, lower highs, I think, you know, the core mechanisms, you need like a giga bull market and you need people to believe in DeFi yield ponzies.
I hope that comes back.
I don't know if it'll come back.
We haven't seen evidence yet that it will come back. I don't know if it'll come back. We haven't seen evidence yet that it will come back. I wish live streams had 2x replay like spaces. That actually would be, I mean, we
could all just speak 2x faster, Jack. We could do it just for you.
Yeah.
I can speak really fast. I don't want to. I can just, you know, but I would probably
start stuttering if I speak too fast.
We can all go in Fedamine mode and start talking like this all the time. Raise our pitches.
So you have a real bump.
I'm like constantly restraining myself from talking like amphetamine voice.
It's a very natural thing to me.
I naturally speak much slower on a live stream like on podcast live stream than in Perth as well.
Because I think very early on in my podcasting career, I was taught that like, if you just
pause a lot, people like the pause, like they like the
silence.
Yeah, no, this this is a who's that guy that does this the um,
she I'm forgetting, but there's that really big like astroturf
podcast guy. and his entire
thing is just that he speaks extremely slowly such that he never pauses or uses filler words,
and it like creates like a perceived like plus 10 IQ point bonus to like the average
person I think.
Whereas if you're just saying like, um, all the time, then I they're like, ah, like,
he hasn't thought this through at all. Like, he's just, he's
just winging it.
the meth fast. So true. Not anymore. But at some point, I
will say we were talking about like how they would prescribe
cigarettes to like help you lose weight and stuff. I know
The thing that a lot of Americans are running into is like they're already
Smoking and they're already smoking like a pack a day and they're already obese
So it's like you're already and you're already having like six coffees
So like you've already used all of the common stimulants and built up like a gig of tolerance to them
And so you're in this position where you simultaneously need to like lose fat
while also quitting six different stimulants.
Half of them prescription, half of them just OTC.
And like that's like the worst possible,
worst possible place to be, I think.
Yeah. I just don't want you that much stuff, but I think it's normal for your generation.
Actually Kyle watched on one point.
He used to watch a lot of podcasts, crypto stuff.
He would watch on one point five X, I think.
Um, honestly, if I watch anything, it's always on one X. Um, just cause I feel like it's the, it's, it's as God intended, you know, like it's
the original content as it's intended.
If I think it's like two and a half X or three X or something like that, but like actually
watching, uh, I don't know.
I just don't like, I just don't watch that much shit, honestly.
But yesterday, like we were looking at like, like where to go around here. And so like, the person that
I was with was searching stuff on like, tik tok and trying to find like, videos of people
who have gone to the thing. And I was just sitting there listening to these like 3x speed,
like travel vlogs. And I just felt like I was being assaulted. Like it was like a really hostile thing.
I was like, oh my God, like this is so annoying.
I used to watch my university lectures on 2X speed.
Yes, that is definitely one.
Also those training videos when you had to do
like the inclusion and sensitivity training
for office workplaces, the ones that don't have like a 2x speed multiplier were like
the fucking worst because they're already talking at a speed that is similar to this.
And so like you really super need it, right?
Like a corporate instructional video is made for like absolute LCD, like lowest
common denominator into the ground, like just awful. I think if I'd rather if I was choosing
between 2x speed and like, like just reading a transcript, I'd much rather just read a transcript.
Yeah, like, like advice, if there's like a Trump speed, something like I hate watching it, I'd
rather just read a transcript because I, I feel like you just actually can take it in much easier as well.
Yeah, I mean, if if you're watching something, I feel like you're watching it for a reason,
right? Like you're trying to get additional, like there's additional information that you get from
watching versus just listening to the thing. So like, if you're watching it, you should just watch
it. But if not, then you should just say, okay, well, all I need is the words.
I should try and consume the words as quickly as possible.
Do we think Link Marines get vindicated?
I think they've already been vindicated, man.
Link has some catalyst, right?
Maybe it gets a bit.
What does the chart look like?
Looks okay.
It is chatting right now actually.
I don't know.
Link is like, kind of like ETH right?
It's like in this 10 to 30 range.
You just trade the 10 to 30 range forever.
Yeah.
No, Link looks pretty good though.
I mean it's like uh.
Yeah. Bounce straight looks pretty good though. I mean, it's like, yeah, bounce straight off of this shit.
Oracles are needed.
Oracles are needed.
Sonic came up with an Agos table recently.
Did they launch it?
I think I saw Andre tweet that he came up with one, but he's not sure
if he should deploy it or something. Or he's like, I think we figured it out, but should
we do it? I think he's maybe he's trying to get the community to tell him to do it that
that way. He's like, see, look, people wanted it. So we gave it.
What's he saying here? Is this commentary on the algo stable?
I think so.
No, I think it's that or link.
I don't know.
I mean, link just has a lot of narratives going for it.
Like it's really hard to actually fud link and be like bullish on anything else in crypto.
I mean, you can fud link. You can fud link token price, I think. I mean, you can you can fud Sergei dumping. Yeah, like that.
You can fud that. I remember in 2019, framework was pushing like like, Link would be 25% of ETH MCAP,
because like all the things on it
need to be secured by oracles.
So like the oracle, it was almost like
a Celestia style, bull case.
I don't hear that so much anymore these days.
Will whiff ever flip Doge?
Bro, Farcoin just flipped whiff, so it's kind of brutal.
I feel like-
Wait, what? Hold up, hold up, hold up.
Far coin is giga chat.
It's like up two and a half X.
Holy shit.
Wow.
Yeah.
Billions must fart.
Hot air rises.
Hot air rises.
I think this might be like a generational like accumulation period for a fart coin.
Actually.
Yeah. Like some of the big accounts I like to follow who are good like all coin Gordon type guys.
I'm like, you know, these guys are giga fart coin whales, bulls.
So it's like, you know, cream rises to the top.
Ultimately, you know, what has staying power after one cycle, like the ultimate
like Max tension coin is like a Bowden, right? Like how can Bowden possibly reach its max
tension from last, you know, from
Yeah, I mean, like Bowden was guaranteed to be cooked as soon as Biden got out of office.
Yeah, because yeah, yeah, yeah. And then it's also like, I mean, the Bowden thing was really,
really goofy, because they all got giga scammed when the DNC just decided like, okay, like, uh, I mean, the Bowdoin thing was really, really goofy because they all got giga scammed when the DNC just decided like, okay, like we're just getting rid of like,
because everyone was prepared to sell Bowdoin at the election, right?
But then actually you had to sell before the election because they took Biden out of
office. And now when Biden isn't in office, there's actually no reason that anyone
should give a shit about him because now he's just a random guy from the retirement home.
There's many guys at retirement homes, right?
And most of them are actually funnier than Joe Biden is.
So I remember when, um, I, I remember when Bowdoin, like when, when Biden was
doing poorly and then for like two days, the Bowdoin community was like, this is
actually, we're making fun of Bowdoin.
Like if Biden does bad, Bowdoin will pump.
And they were saying this all to each other.
And then like, and then some guy just like nuked
like 2% supply in one click.
And then be like, okay, I guess not.
Sphere, yeah, whiff.
You know, I don't follow whiff that closely.
You have to ask Ansem, but I feel like Ansem being bearish in general hasn't been great
for like the coins anywhere, like the Ansem coins.
Cause if Ansem is bearish, then it's like, not only is he not showing you your coins,
he's like, he's showing you like stables, right?
So he's like, consider Athena USD.
Consider it.
That is funny. Yeah. So I don't know and some I I don't think like I see a bunch of
people getting mad over this fear and stuff like that. But I just assume Ansem is like
he's never like really fucked anyone over that I've heard of ever. Let's be clear like
this fear would not help at this point. It would not be- Yeah, like I actually think
that the sphere funds could be used
in like 100 billion better ways at this point.
And I assume that Ansem also would agree with that.
I did see a tweet that they were gonna use,
they were gonna finally get on the sphere
and then the sphere guys denied it.
That was super sketch.
I don't know what happened there, but
yeah. I mean, you also just cannot go on the sphere. Like you cannot just be like, okay, like, we have the money now we can go on, right? Like they can sort of
choose whether or not you go on the sphere.
Someone saying as I'm going to jail, you know, the Godpit guys just got a deal,
right? So I don't know. GCR did
buy the whiff NFT. Yeah. He bought it matching the kibosu NFT. But he also shilled ETH.
So and he also shilled AUX. So yeah.
I don't know. That would be really funny. Imagine saving the sphere funds, putting them in putting them in usde and then like, instead
of getting the sphere, you just like buy like a drone helicopter or something when they're
cheap enough next cycle.
And just have it hang out over over the president as he does every speech.
Yeah.
You know what we haven't seen in the cycle yet is like projects raised and then the treasuries are worth a bunch and they just hold the treasuries.
I think instead you've just seen like, you know, because the money raised
goes into LPs and then it just gets like washed out or something somehow.
Like a Bob Blacks thing, right?
It's like, I think he like bought, Fartcoin went up,
but then he like went long sold and then sold nuked.
Like he went long on perps on, on PVP trade.
Someone asking-
So, I agree they're harder to manage in crypto
than many other places.
Yeah.
So someone asking like, will we be able to link our aux accounts to
HL use anything as class to show on a show?
Yeah.
So the phase one will be, uh, you can just trade on HL through aux fun app.
So you'll be able to create a USDC margin to count through that.
Step two will be that we will have a mechanism that you can, you know, use
the same box product, but we
will reflect the H-sheld liquidity over to that. So then you can essentially really cross margin
on hyperliquid. Someone asking, boomer question, B2Bs like like quant Growing having success. I don't know what quant is you have to be more specific. I don't know what that
Um, I don't know what that means
Eat 10k by 2030. Yeah, I think so. I'm pretty sure it gets to 10k by 2030
You have five years of room there so
Things got bullish when Aries seasons start let me let me tell you
this guys this is the most chaotic Aries season ever although I'm bullish it's
it's been a whole fucking journey in itself we have four retrogrades going on
this month alone like we have Venus retrograde, we have Eclipse,
we have Mercury retrograde.
Like it's just been chaotic.
Soul 137 boys.
We're so back.
Wait, right now?
So back, yeah.
I would bet one for one Soul outperforms hype over the next three months, I think.
I think it's a...
We should honestly just like shift bribes to like pump fun, to pump swap.
Just have like a giant Soul versus Ox pool.
Like the aero LP being Eith bribes has kind of been the most bearish thing for aux because
it looks like you become ETH beta.
Yep.
Some of our investors are like saying just switch it to CBBTC.
Obviously don't do dollars because then if market pumps you actually may not even go
up in dollars because you're like people sell you buy real coins.
I've been I've been hearing more and more people saying that they're gonna like LP versus CBBTC or something like that and like it's really really
hard to disagree with that like I don't uh it does give me FPTC bottom vibes to
be honest like when people say that like when everyone agrees that like first of
all what everyone's like we need it LP meme coins and dollars that's when you
know like soul is gonna pump because they're like blaming soul for their meme
coin going down while they forget that like they have
literally no price expansion if they're gonna LP versus
dollars, right? Like you should LP like bonds versus dollars.
Like, yeah, RWA versus dollars. If you're LP meme coins versus
dollars just over. So someone's saying who is vacuuming. It's a great question.
I think someone, neighbor,
it's quite a loud vacuum though actually.
Probably pretty good.
Nice, how do you pronounce it actually?
M-I-L-E-L-E, one of those guys.
Good sucker, good suction motor. I'm gonna use you to hear the vacuum
Is he saying that he like doesn't want to hear the vacuum though, it just
Like it sounds like he's just making a comment. You might solve so you don't have to hear the vacuum
Need Marin back for tumultuous airy season. Yes. Where is what man? Oh, man? Where is our crypto? Which We need Marin back for tumultuous area season. Yes, where is Marin Altman? Where is our
crypto witch? We need her back. She was honestly so accurate. Do you guys remember her? She was freaking accurate.
Yeah. She actually predicted the 3AC collapse like two weeks before she was like crazy things
are gonna happen like the this day is June then it's gonna be better after you can buy
like on this day, it's not like the 3C bottom.
I was like, damn, this is actually a witch.
Yeah, I need my crypto witch back.
Speaking of, I mean, Aries season is gonna be awesome guys.
I'm in Aries, who's also in Aries actually.
We have quite a few Aries in our firm. Ox's Aries energy. It's gonna be a great, great one. Yeah, Ox's Aries actually we have quite a few Aries in our in our firm.
Ox's Aries energy.
Aries not fun.
Aries not fun.
She pivoted to OF.
That's just OnlyFans.
How do you know it's actually her?
Oh, he said, oh, I thought you said we should pivot to OF like we should pivot Ox. No. How do you know it's actually her?
Oh, he said, oh, I thought you said we should pivot to OF, like we should pivot off. No, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, I've been saying for a long time that all educational content can just be put
on OnlyFans.
Like, that is what they initially intended the site to be for.
And there's no reason we can't go back to that, right?
Wasn't there that like, that like hot professor who was like, I am just going to stream my
content on OnlyFans.
I'm going to make more than like, streaming like teaching a course or something.
But she just like streamed herself like,
dressed a little bit sexy, like a blackboard and like,
but just like actually giving you the content
of her like knowledge.
So. Oh God.
All right, who's gonna be the aux sacrifice for that?
Lucas can be. All right, he's gonna be the off sacrifice for that Lucas
Lucas Lucas shirtless dreams
No, there is that one girl. There's that one like
escort girl, I guess from SF
Who is like a pretty massive rack? I commented under saying something like do you want to do a shirtless live stream or something and
She said she was down.
We just keep playing like DM tag.
I don't think I've remembered to respond for a while
because my DMs are fucking busted.
But next time I'm in the Bay area,
we can definitely ship that one.
What's he gonna do with her?
Both of you will be topless?
I don't know.
I think I just said like shirtless
and she was like, yeah, sure.
So I guess any like, it's like it could be me
like a girlfriend wearing a shirt.
Me and girlfriend fully clothed,
her topless maybe would be a funny one.
All of us topless probably can't be done for reasons.
Just me and the other girl topless
with girlfriend fully closed
would also be really funny.
That, I feel like you're onto something here.
I think, yeah, like I think just like watching
the eye contact back and forth
when you have like some of us fully closed
but others topless would be really funny.
Agree. I agree.
I agree.
Is that my computer making these noises, these notifications or is it you guys?
It's totally you man.
Like I am absolutely sure that my everything is I even opened discord on this computer in like five months
I have air pods on so definitely not me
Oh, it's probably me. Oh, it's probably slack. Is this slack? Any autist can tell me what the notification sound?
Sounds like discord. It does sound like discord. I thought I already muted discord.
Discord settings, notifications.
Copy.
If we dominate.
Yeah, I just don't know if we can dominate only fans content.
Like I don't think I don't think we have like the racks for that man.
I definitely don't have the racks for that man.
I definitely don't have the racks for that. I'm Asian. Yeah, this is another thing that kind of got changed a little, I guess.
Like if every single top app on every single chain starts dumping native asset that they
make in revenue and they like hold nothing in native asset, that could be a pretty rough
place for crypto.
Oh, if subs paid in crypto by Ox dot.
You're onto something there.
Dominate the culture.
Education is super important.
Yeah, definitely.
Do you believe that like the quality of teachers matters that much in terms of like?
Yes.
Yes?
Actually, all of them.
All of them matters is the quality of teachers for younger ages.
Like, that's what I was going to say is like, I think as you get closer to like college
and graduate school, it's like increasingly irrelevant.
Like I noticed from tutoring O chem that like, you can just tell within the first like 20
minutes of talking to someone like exactly like where their ceiling is
and like how easy or hard it's gonna be
to get them to bring them there.
And some people it's like you're just going to have
to like memorize a gajillion rules,
like memorize all the groups
and then like follow these rules
and like you're going to forget it two weeks after the exam.
Like it's just going to
be cooked no matter what. I mean I'm super like dead poet society filled solid like I think teachers
are so important that they like it they can I mean it creates a lot of path dependency in people's
lives like having a very good teacher of a certain subject will make you go into that subject
because people model right like they have to model after their parents or they model after their teachers
or they model after like people they know.
So I think it's like...
Agreed.
Like when I was in high school,
I think I was dead set on doing like a, I don't know,
like a biology kind of related field
because I had a really good biology teacher
in my early days of high school. And then the
like the following years, I just got shit teachers, but then I had a really good accounting teacher.
So I decided to do accounting and finance for uni. Because like he was such a good teacher,
and he actually made it enjoyable. Like, imagine making accounting an enjoyable subject.
Teachers are puppets. No, It's curriculum they're given.
I mean, teachers can go off curriculum, right? I mean, I think it depends on the school. Like,
the school, every school is different, class sizes and stuff. I had a really good history teacher
when I was in middle school, and that got me really interested in history. He was super gay and he was really into like giving you these long stories about like the
like European royalty and like giving you all the tea and like who was doing what.
And I was like, oh, actually history is interesting.
Because before I was like a social studies, it's like, like you're learning like Native
American tribe names, basically, right?
Like the thing to make you do in the US where you're like, you're learning like Native American tribe names, basically, right? Um, like this thing that make you do in the U S where you're like, you're
literally memorizing names of like different.
Yeah.
Like this is like the like Shawnee tribe and this is the Cherokees and they killed
these guys and you're just like, we killed them all ourselves.
Yeah, I know.
They were cool in their own way.
That's why we learn with them now.
I was like, this is god awful boring because I think they're actually scared to teach it the correct way. Like if you actually taught Native American stuff the correct way for kids, it would
be terrifying. Yeah, yeah. No, like you could, it was like an extremely brutal period, right?
Most brutal period of like history. Like it's actually more brutal than the Aztec stuff.
It's way more brutal than slavery, actually.
I mean, slavery is all brutal, but it's more brutal
than slavery.
It's actually genocide.
So I had a friend who was telling me
that there's some theory that there was already something on the American continents
before Europeans came over.
But it was something weird happened.
There was some society here.
And the only way that the survivors
could cope with whatever was happening
was become ultra hyper brutal.
And this was what wound up leading
to the Native Americans and their like extreme, I don't know, just like general brutality. And then
he told me a bunch of like semi schizophrenic things about how there must have been like enormous
dinosaurs or like huge lizards or something that you had to cope with in the Americas.
huge lizards or something that you had to cope with in the Americas.
Yeah. A lot of history was also learning about I don't think it is now the US but
like they they teach you a ton about the the presidents of the early
presidents.
Yeah. But they teach you like they teach you the gayest parts about them also
right? No, like they're like, oh, because I mean they teach you the gayest parts about them also, right?
No, like they're like, oh, it gets. I mean, there was the long period where they were like, oh, like they did these bad things
and we're not proud of them. So we're not going to talk about them.
And then after that, they shifted to something that was even worse, which was like,
we're only going to talk about that. We're only going to talk about how like Abe Lincoln,
like had sex with his like slaves or something and then you're just like they basically turned like American history into like some sort
of like grandstanding libtard soyjack like uh film it was like a marvel dc rendition of like
American history and I think all the guys who would have otherwise been history cells were just like, this is really retarded, man. Yeah. I remember. I grew up in New Zealand. And obviously, New Zealand
doesn't have that much history, given it was like only colonized 150 years ago. So we only learned
like one thing about New Zealand history. and it's the time that the Europeans
from the UK colonized the Maris in New Zealand, and how they took all their land and then
they signed the Treaty of Waitangi Boa Boa.
And then the rest of the years, you end up learning about UK history.
So it's like, oh wow, it really is a new country, huh?
But is there like Kiwi pride like people are proud of the history
Yeah, I think people are proud of the history in the sense that when you when you consider about how
like how European nations treated
the indigenous people of the lands. If you think about Canada or the states
or even Australia, you realize how horrible actually they were all treated compared to
New Zealand where, I mean, to an extent it was horrible but now we're starting to give back
their lands. There's that kind of socialism like benefits that they can I guess get
out of the government so so yeah there is some pride in the sense that hey
look guys we're not treating our indigenous people as shit as every other
country is so social justice is coming back fortunately yeah yeah very pro
social justice so so's Lucas.
What determines land is there? I mean like um there's a sacred some sort of
like sacred tree or like history behind it.
History is dark. I mean, it is a good point because one of the things to like,
like in a lot of lips hard, Native American studies, it's like they almost imagine the
native as this utopian state and then we came and ruin and then like, you know, yeah, yeah,
and it's like, holy shit, he also like molested the previous tribe that was in power. And then, you know, it's just like power changes. So no Indian tribe never had a meme season. Honestly, I don't know if Native Americans can can have a meme season, like.
have a meme season. Like, no, they've had a like, sir, sir, sir, sir. The casino is
always open who owns the fucking casinos. They've been having a meme season for the
last 30 years. Honestly, launching coins out of an Indian reservation would be based. Like
imagine you're like, I'm on like, untaxable land, like in the land of my ancestors, like I'm like Iroquois. And then like, like Mohegan son of
Foxwoods, just like,
okay, so an Indian guy who, like owns a casino, and he acquires
a laptop by going to someone who has lost money at the casino
and saying like, I will absolve you of all of your debt if you
give me your MacBook. He takes the MacBook
and he starts launching shitters. That probably goes decently. I guess you could have tribes
launch like you could have the Navajo launch a coin kind of like how like Central African
Republic will launch the coin. It might run to like three mil. I don't know. It's an honest, honest living.
Honest work.
It's honest work. Wait, but did they rename those sports teams?
They kind of launch a coin.
Like the Chiefs and the Redskins. Because when I was around, like
when I was following sports more, like they're going to rename those teams
because they're like, this is extremely racist to call your team, the Redskins.
Um, I, I think they did some of that, but I also think like, if you tried pulling the, oh, you have to rename this cause it's racist thing now.
Like, I think you're just going to get called a bitch, man.
Like, it looks like Redskins were renamed.
They were renamed the commanders and then the chiefs.
Chiefs maybe weren't renamed because chiefs is still like a reasonable word. Yeah, okay.
Chiefs weren't renamed, but Redskins were renamed.
Wait, rest in peace. Like they're gone now. Everyone remembers the Cleveland Indians, the Cleveland Indians.
Oh, those are also renamed the Cleveland Guardians now.
It's crazy.
This was during the same period that they were taking down,
like all of the like Confederate general statues and stuff.
But like, I honestly think many of these things
might get like brought back.
Sells up like another dollar in the last minute or two,
by the way.
That's fucking crazy that they would rename those because,
like is it, like if you rename Indians to guardians
and Redskins to commanders,
that's actually erasing Native American history.
It's not.
Yeah.
It's only in America where this is a meme.
Like I was walking around with someone yesterday
and they were like, oh my God, like if I go like,
if I like wear this kimono like out in Japan,
are they gonna like come up to me and harass me
for like appropriation?
And I was like, no, they're all gonna like walk up to you
and like smile and laugh and be like, oh my God,
it's epic, you like kimonos. Like. Yeah. I was explaining to no, they're all gonna like walk up to you and like smile and laugh and be like, oh my god It's epic you like kimonos like yeah, I
Was explaining this American like how appropriation is actually not real
Like everything you do is appropriate anyways, like not like the English is appropriated from French, right? Like
That's why 30% of the words are from French and that's that's appropriated from like Latin and Greek
there's no such thing as like monolithic culture of the words are from French and that's that's appropriated from like Latin and Greek.
There's no such thing as like monolithic culture.
Yeah, like the idea that somebody is going to get mad at you because you like do the thing that they also like doing is really ridiculous, right?
Giving the land back to original holders and be like letting them argue. You're not wrong.
Don't they have reservations get paid a shitload of money for nothing? Yeah, yeah they do.
But I mean like I don't know how that money gets distributed. I imagine very poorly. So I'm sure
there's like five chiefs like like being large and then everyone else is like alcoholic. Like aren't
Native Americans the most alcoholic and like angry people in like world history?
They're very susceptible to like alcohol.
They appear to like, isn't that the whole meme?
Like the evil white settlers stole the land
by tricking them into signing contracts
after getting them hammered or something?
Yeah, that's actually like the one
of the biggest Chinese propaganda against the US
is they'll talk about, look at the treatment of Native Americans. They just literally killed you all
and now your languages are all dead because in China you have about 150 million ethnic minorities
especially like Native Americans but they have their own languages, they keep their own customs
still but they're still integrated so yeah it's uh... Were the Native Americans more or less violent than those than those groups?
Someone saying English coming from German.
No, I agree.
English is a Germanic language, very similar to Dutch, but also a lot of it comes from
Romance language because of the Norman invasion.
So it's like it just doesn't matter.
Like if you wear a kimono, you're probably gay, right?
You should probably not wear a kimono.
But if you wear a yukata, sure, then it's fine.
West Doors Cope.
Yeah, bro, like Americans love to talk about like Xinjiang
or like this or that, but like
China has like, like 50 minority groups, 56 minority groups that just like live normally
and don't kill each other all day.
Like just being able to have that many minority groups and not kill each other all day is
already like, like, like an absolute shock, I think to...
Actually, I went to Xinjiang last year. I went to Urumqi.
And like, I honestly think that they do live in harmony.
Like, I mean the whole perception is that like they're all being sent to like freaking, what do you call it, like death camps or whatever.
I mean, I guess like if you compare it to the rest of China, when I look at like Urumqi, I was like,
okay, there's a lot more like police and military presence, but it's not like you'll see them
fighting on the streets or like going to war and at no time did I ever feel like unsafe in that area.
Yeah, no, like I saw some guy tweet the other day, like, China has not bombed a single building
since World War II.
Like you cannot name a single building that the Chinese military has attacked.
Like talking about like a physical building.
It's pretty crazy.
Chinese are building.
Yeah, that's a great point.
All the military war games involved with kind of First Strike.
I agree.
Esperanto failed.
I guess there will be no artificial universal language.
I mean, English is kind of the universal language now.
English is pretty easy to learn to like a medium standard.
So I would say it's one of the easiest languages ever invented because grammar used to matter more
and now it doesn't matter, right?
So it's made itself easier over time.
Like it's like a Pidgin language now, right?
Like have you ever seen Nigerian English
where they like used the way like D-E for the and like, whatever it's like, that's actually how Americans
talk anyway now. So you don't need those big words we used to. So it's a good it's a good
lingua franca.
Like the other funny thing about Chinese people is that they will use fuckholes of English
when they talk about like industry concepts or whatever.
Like you would think they would just use the Chinese word for it.
They're like, no, we would just use the English word.
It's fine.
Same as Japanese, right?
That's the case for like, that's the case for like most languages, especially in Asia
now.
Like even in Indonesia, even in Thailand, like people just say
the English words for things. Yeah, because English is so powerful at creating new words.
It's the best language for portmanteaus, which is when you create new words out of words. If you
just think about the pace of word creation in English, it's the fastest out of any language.
In other languages, like it's pretty hard to produce words
and have enough cultural consensus
that that is now the new word.
Whereas in English, it's super easy, right?
When you're walking around in Taiwan too,
you'll see a sign that just has a bunch of Chinese characters
and then you'll see all caps.
There was one I was gonna take a picture of yesterday.
It was like Chinese, Chinese, Chinese, Chinese, and then it'll see like all caps. Like there was one I was gonna take a picture of yesterday. It was like Chinese, Chinese, Chinese, Chinese
and then it just says all caps,
Harvard, Chinese, Chinese, Chinese, Chinese
and that's like a pretty common occurrence.
So like at some point the percentage of every sentence
that is English might just grow.
Yeah, probably.
It's the same thing.
Like you hear two Spanish Spanish speakers screaming at each other and then at some point they just
say a full on English sentence.
Some things also appear to just be more fun to say in one language versus another or easier
to express or it just sounds more or less gay in a way that people are trying to angle
towards.
Good night. Wipe the line.
We love you too, sir. Thank you for the engagement. Thank you
for the comments. Every one of our commenters so beautiful,
except that one guy who said that we're cringe like, whether
or not he's right. He's sort of an asshole. Fuck him.
I mean, I usually just say thank you and people say I'm cringe. I just say yeah, I appreciate that
Thanks. I
Kind of want to like pretend to be mad at them cuz like you know that they're saying that wanting to have a conflict with you
So it's like it's like disrespectful if I just don't give them the conflux
I mean, I mean all zoomers get to that though that like cringe based not is non duality, like cringe and based, you know, like you cannot be based
without being cringe and vice versa. You almost can't be properly cringe without being based.
You can't be anything without being something else, right? Like you have to be that have to have some sort of feeling that you evoke in people or else you're just nothing right
like you cannot cringe at the most boring man on earth
thank you mr computer
I speak english and sp. Yeah, yeah.
No, English is really good at nailing down like precise nuances of like verbal communication.
And then it's really bad at being concise.
Yeah.
We used to exist in states of cringe
that extended for multiple months.
Kids these days can't even cringe for 30 minutes
without looking away from the computer. Add the egg yolk and mix well I'm a market soon right now.
Markets are good. So 138.
Solana looks disgustingly good right now, man.
Solana spring, man. Solana spring.
Shits melting up.
You cannot, you can't just like recreate the trenches on a new chain.
I've seen so many chains try this.
You can't do it.
The tooling, the community, like the assets, the mentality. You can't do it. You just can't do it. The tooling, the community, like the assets, the mentality,
you can't do it. You just can't do it. There's no light without darkness. Absolutely. Yeah.
How could you even define light without darkness? Right?
Yim and Yang.
Solana's cycle reel. Yeah. The beauty of soul, it doesn't need to need to be shilled. It
just goes up on its own. People are like, what is the narrative guys? What is the narrative?
It's like, this is like, use your own blockchain. That that is your narrative, like transacts
more, do more things. Southeast Asian birds. Is that Pris or you, Lucas?
I'm sorry.
I don't think it's me.
I'm a little high up for there to be birds fucking around now.
I think it's me.
It's definitely not me.
Sorry, guys.
What is the bull case of Solana?
Well, it just transact so much.
I mean, there's just so much activity.
You have apps on Solana making more than other chains do. Slana? Well, it just transact so much. I mean, there's just so much activity.
You have apps on Slana making more than other chains do.
Like in terms of economic GDP, it's just insane, right?
Is it a casino? Maybe like maybe it's hard for meme coins to have long-term value, but it's like fast fashion, right?
You know, if you think about NFTs as like broken bags,
like what's the point of a broken bag? a meme coin is more like a shirt you wear
twice or something.
I don't know.
Do they keep selling soul?
It doesn't matter.
It doesn't matter who's selling it either.
That's the power.
Again, if a chain has adoption, the crazy thing is it doesn't actually matter who's
selling.
You know, ETH went on 1000X with tons of early dev selling, early community selling, early
investors selling.
It doesn't matter because it's like ICOs, right?
You have people raising their money on-chain.
Yeah, exactly.
High velocity. I think that this is super faded. They forgot because all of them haven't been around
they actually forget what it was like to be like the center of attention and center of activity.
Like they they don't aspire to now in part because I don't think they know how to get to the center of attention. So this was the mental math
that sort of I think went on for a lot of people selling ether at 4k is like, what does an ether
giga pump actually look like this cycle? Because I was saying basically, if I sell here, how much
do I think I could miss out on? And I was like, I think it probably
could go to like 6k highest right now these market
conditions. And so I just wasn't really caring that much because
it's like it could also go down 50%.
Yeah.
Okay, is an insanely high price target, just insanely high.
I mean, 2200 is in play, but I mean, there could be huge resistance at like 2110, right?
Like you have resistance levels at like $10 higher on ETH often.
Yeah. So. 2200 is now in play.
Yeah, like in 2030, we may see 2700 again.
I will say the tornado cash not sanctioned is super bullish for you.
Yeah, no, that makes the network. It's like Yeah. Yeah, no, that makes the network,
it's like you were saying,
that makes the network actually usable again
for people who don't want to just be doxing
all of their transactions to their mom.
Yeah, North Korea used to use a lot of Tornado, right?
And so maybe if this had been,
if Tornado was widely used,
North Korea would actually not have to sell their ETH
for Bitcoin, they would actually hold eath.
It would be private.
It'd be more like cash, right? Like it'd be more like money.
Yeah.
Yeah.
I mean, I'm like, I'm happy.
It's kind of based.
I don't want to, I, yeah.
Yeah.
It's true.
Like 2200 is like- Even the joke of saying that like a ludicrously price low price target
is like, like maybe one day Ethereum will hit 2100.
Like even that joke is now so overdone that like it feels like it's either literally going
to zero or like we're nearing a bottom.
Right? Yeah. like it's either literally going to zero or like we're nearing a bottom, right?
Yeah. I mean, the issue now is that there's just so many coins in the market too. So like boomers are going to buy Bitcoin because they're, they're, they're like,
okay, I'm STR all the kind of stuff. Like the demand is just massive.
And then, you know, but they're also going to buy soul. Like the idea,
I've seen this tweet a few times where like the idea that like institutions will buy ETH
but not soul because soul is just all meme coins is insane.
That they're gonna say soul is the consumer chain, right?
Yes.
It's where users are.
So it's gonna be the payments chain
probably as well by definition.
And it has the best user experience
because it has the most users.
Like I think there's this idea of like,
if you go, if you like work out a muscle a lot, like even if it's for the
wrong reason, I don't know if that would be just making a
weird analogy. But like even if you work out the wrong reason,
you now have that muscle, you can now use it for like good
reasons. Yeah. Whereas I mean, this is a thing like an iterative
an iterative feedback loop requires feedback. If you don't
have like users, you cannot get feedback. Every single
TradFi investor that I have talked to about this has basically said like, okay, so like I'm looking
at like the usage metrics, right? Like you have someone who's investigating an ether versus a
Solana investment, and they look at the daily usage metrics. And on all but TVL, like Solana is mogging, except it's at like, one tenth the market cap, right? So it less than one tenth the market. So what exactly is the reason that I'm buying ether right here right now?
Like a third. Market cap is more like a third now. But okay, whatever. I don't know what I'm talking about. Yeah, yeah. But the point remains,
crime on soul vanish on ETH, sell it to BDC. Yeah, exactly.
That's the playbook, right?
Like this is gonna be like the new money
to old money playbook.
Like it used to be, you know, you raise your ICO in ETH,
you bro out and you just figure out how to sell
it to BTC put in a foundation and now you just chill like Tezo style or like, you know,
EOS style.
Dark money flows the 1 million BTC catalyst.
Yeah, absolutely.
Bitcoin is censorship resistant.
It's got values that are also more like, I think the OFAC stuff on ETH was not great
than like tornado cash sanctions were not great.
There was a period where they're like, you know, we need to really control who owns ETH
and like gatekeep it.
So I lost that kind of money.
And it's like no one in Bitcoin even builds that apparatus out.
So you wouldn't be able to do it. So people have PTSD for bad investments.
Yes, yes, absolutely. Yes. Holy shit. Yes.
I think yes and no. I think if you look at Solana, people lost a lot of money on Solana,
but then they like come back in higher. Like it does create a mind share where you're like,
okay, I got like my ass
kicked on sold on the way down to $7, but now it's going up again. Now I'll buy it, you know,
and they'll chase it higher. I mean, the average retail person I think has like massive, you know,
like if somebody loses money on Bitcoin, they will like, if somebody who lost money on Bitcoin in
like 2017 hears about crypto again, they don't usually say like, oh, yeah, crypto is like epic.
I'm going to try it again now that it's higher.
They basically say no, crypto is a scam.
I'm not I'm not fucking with that shit. Right.
And like you look at all the people like, why did why did so many
OGs fade XRP this cycle?
It was because they were like, nah, dude, like you got me with that one in 2017,
but I'm not fucking buying XRP again.
Maybe, yeah.
I think you-
Good traders don't have PTSD.
Most people are not good traders.
Most people have PTSD.
I have enormous PTSD, right?
Like you could not convince me to buy,
like you could, like Luna 2 could be the greatest coin
in the universe.
It could have like the pitch deck of a lifetime.
You just can't get me to fucking buy it.
I mean, from that point of view,
you could change the ox tigger, but.
Well, I mean, I think also the funny thing with ox
is because like the the bear level
has been the same level every time.
So like, it does look like if you have all our SD and your your your PTSD is telling
you that you buy this level.
Yeah, yeah.
People are mechanically trained to buy this level.
Now, there are guys that have traded Ox while and they're like, okay, I'm loading the truck
now, you know, and that they're like
Whatever like because they've seen it be at this level with no product before so it's just like
Well, yeah and also like it's accumulating upward like the bottom of the lows
That it ranges at appears to be like gradually inching up. Like we're doing the Mogg fractal accumulation. Actually the aux one, I mean the aux two chart,
like just the real aux chart, it looks fine.
Cause it just like starts at one cent,
goes to like zero zero three in the summer,
and then goes to like a 10 X, a 12 X off the bottom.
Dude, it looks really funny actually.
I think I sent you the chart one time and I was like, this is one of the funniest, uh, like it's like, it's, it's doing like a, like a skateboard or half pipe,
like zoom launch.
And then it like, but it's like almost like algorithmically, like a perfect circle that
it's tracing out down here.
Like it's, and then it comes
and then it does another perfect,
like parabolic movement, right?
Like it's like only following geometric lines
on the one day.
Beautiful.
No, damn, this guy knows about prison vaults.
OG 2023 holder.
I've always wondered how many people like that are left
in Aux.
That's kind of why I wanted to start doing these live streams
so we actually figure that out.
It's really funny though, you'll do these streams for like,
you know, you can do like 10 weeks
of like four hour daily streams.
And then at some point, randomly, like the smartest person in the entire universe who's been following you for like eight years will finally comment.
But like these people are like world historic, like lurkers, like they almost never leave comments.
comments. They're just like they're like having fairly reasonable thoughts and
They're just like they're.
then it's just like at some point you're like wait why did you not say something
sooner like it's like
okay can sailor buy without everyone knowing he's buying?
Like, is that real?
He buys and then announces.
So he always has to like announce that he's already bought.
But as he's buying, he doesn't announce.
Where's the top non-defi DAP? Is it not Pumpfun?
Is that Tether?
Is Pumpfun DeFi?
I guess not really, right?
I don't consider it.
Like Pumpfun is entirely contained on their website.
Now that they have a swap.
Now that they have an MMM, it's kind of DeFi.
So when Polymarket run, I don't know, are they gonna get
mugged by Robin Hood? And like, did people still that on
pressure markets now that there is no election? I don't know.
I get the sense that polymarket is actually like one of the
apps where you could probably go and make like the most money
if you're someone who's like doing calculated like research on like outcomes of things.
But I just don't know how to do that. So.
So you still follow E-cash, you're the only investor who's ever mentioned it.
First of all, thank you. Thank you for that. Yeah, for remembering that.
I haven't followed it honestly.
Is Amore still working on it.
Let me take a look at it.
For I'm, I'm assuming you don't know what this is Lucas, but basically this is a coin that was, there was a Bitcoin Cash battle,
the third battle, so Bitcoin Cash ABC and then there was Bitcoin Cash
non-ABC. So there was first a split between BCH and BSV and then there was a split of
BCH a and BCH and then BCH a rebranded to XTC which actually then went to same M cap as BCH. So
But look at this coin
That's for the no M cap fair. Probably a lot of dead supply.
Chart hasn't moved much since.
Hasn't moved much the cycle, it looks like.
What are they working on?
There's payments.
UTXO.
Interesting, Avalanche.
That makes sense.
So you earn XCC or you earn, you earn AVAX? Okay.
You earn XCC.
I'll take a look.
I haven't looked at it in at least a year and a half.
Maybe more.
Yeah, I know what Ecash is, but I'm just saying.
Take a look.
Yeah, sometimes I forget, there's a lot, BCH OGs that follow me as well All good.
Maybe this is alpha.
Maybe this is gonna go 30x.
It's kind of a fun ticker.
XCC?
Yeah.
Yeah.
I like it.
It's on Binance.
It's 400 mil coin.
1000x would be like the Bitcoin right?
Almost.
Pris is back.
I muted her though.
There's some sort of weird shit going on in the
background. Where is the X-Series? Dude I need the Brian Johnson fucking like head posture backstrap
while I'm sitting in these tiny Asian chairs it's like not only is there no lumbar support, but there's no upper, upper spinal support. My shit's all floppy.
How's Asia market today?
It looks like it's max bidding.
Asia's been max bidding a lot, man.
I was telling some other groups that the US open has become bearish and the Asia open
has reversed that
like you can just do forex trading by shorting the US open and then longing the age open.
Makes sense.
Makes sense.
Yes, the roadmap of Bitcoin as cash.
Peter pure electronic cash.
Kind of tough.
I don't want people, I want the velocity of Bitcoin to be like extremely slow still.
Oh, the Bitcoin ABC playbook is like the block sizes in between SV and core.
Avalanche staking smart contracts.
US open today. We bitter fade fade. No fading, I think.
No fading.
This is a DCA range, no matter how you slice it.
Even if you're bearish, this is a counter trend rally range.
March 14th structurally was very bullish as a pivot in 2022 even. So even if this is 2022 and we're going to giga nuke to like 50k,
it's probably still about mid-March to late April.
So, I mean, it's just business.
I mean, it's just business.
Okay, I'm re accumulating on that.
Oh, yeah, I remember this avalanche pre consensus is coming.
Avalanche, dude, it still seems like theyche pre-consensus is coming.
Avalanche dude, it still seems like they're doing good shit all the time.
Coinbase listing for fourth coins.
I don't know if Coinbase would do it.
It would be bullish, but listing strength has gotten down a lot because there's so many
coins like as you produce too many coins, listings have less value.
When there's like five coins on Coinbase, the sixth one is like, holy shit, like, you know,
you buy it, but there's like a thousand coins,
then it's kind of not as much.
Yeah.
Yeah, because we're talking about Avalanche,
the technology, not AVAX, the coin.
They-
I just assumed they were the same thing.
Also, I mean, there's always been close ties
between BCH community and AVAX.
And essentially what XCC did was use Avalanche.
So, the tech, some parts of the tech.
Like the original tech, not the C-chain shit.
Wait, it's different?
Yeah.
I don't know.
You're talking about a different protocol also called avalanche.
Weren't we also talking about avalanche is like a rebrand.
So it's like we would be like the fourth like crypto avalanche.
No, we said frost.
We thought we said frost, but I think that's kind of a silly name.
The more I say it.
I know, yeah. I don't really like Frost.
I mean, I like Frost Dragons in RuneScape 3, but like,
you shouldn't even admit that you've ever played RuneScape 3.
Like, that's already bearish.
I'd be scared that like Chinese exchanges just claim the coin and then dump it at some point.
Is that a risk?
Cause there's a lot of BCH on Chinese exchanges. TG deflation is listing inflation.
Ox.edu should build a Wiki. Yeah, good.
Outflash consensus.
No, like I don't know what you're saying.
Ox.wiki, we just become the crypto archive. We store all crypto.
This is honestly sort of shocking that it doesn't exist.
But like all like CT lore and history has been like it's like lost.
It's carried on like by as oral tradition by like PTSD survivors.
Yeah, I mean, most people don't know that Roger Verro and Gox had ties now.
Like if you ask the average person, they don't remember that.
Yeah, so they barely know what Gox is.
Nice.
No, I always respect the OG projects that like managed to keep going. There's actually
a lot of coins that I thought would keep going and they just died off like Decred or like
Grin and then there's other ones that like they just somehow keep going at it. No. I
do think you'll get a lot of battles for history, like rewriting the history. Like it's very hard to tell crypto history neutrally. So yeah, it's like the most financially
incentivized lore of all time. Yeah. Like even something like a theory in pre mine is hard to
tell that story correctly. Or like XRP hard to tell the story correctly. You know? Like there's a world where XRP is like solid number two
and then they get to rewrite history
and they'll be like Ethereum was like the pedophiles.
XRP is like the adults in the room.
DeFi Wiki for last cycle, but it's not active.
So well, I mean, the other thing though is that like history can be written by anybody
who's writing the history if nobody else is writing the history.
Like I could go and if I wanted to autism, like 4,000 hours of accumulating,
like the history of every single crypto happening, and then just say,
like, this is what happened.
Uh, people will still at some point defer to this simply because
nobody else has it right now.
Somebody else would probably be like, wait a second, like Lucas is like
polluting the well in like an extremely disingenuous way by like attributing every good thing to like him and his
friends and every bad thing to people that he like dislikes on the internet. And then they would
start writing their own versions. And so at some point I would be overtaken. But because the speed
of shipping in crypto, especially when it comes to like writing is so slow, there would probably be
like a two year period where you could have like
total market dominance on your Wiki, just because nobody else has made a
counter Wiki.
No, it's true.
You would need a way to get it to be definitive, but that would actually be a
decent project. However, the problem is that you get bombarded with
AI slop and you get bombarded with like,
someone's asking who are my co-hosts.
That's a great question.
So one of these guys is Lucas Computer.
He's the Oxfam CMO.
And he's also involved in the Mileti projects, the Malady NSC project.
Rumelia. But yeah, that was you. Yeah. Yeah. And then Pris does growth at Aux as well. So
but you should come on sometime, Kane, if you want to talk about like BCH OG stuff, because I
I actually think BCH has some of the funniest stories in crypto,
but these are like lost lore.
I don't know if you were at the Bitcoin cash,
the Bitcoin Satoshi vision conference in Tokyo in 2018,
but it's just like cracks me up like Calvin air,
um, Craig right.
We kind of like utility bro. Like utility coins. I don't know
if they're super bearish anymore.
It is okay. AI is tricky because it's like AI coins down 99%
Yeah. And it's also because it's like there's this assumption
that you cannot be a utility coin if you're an AI coin, because you're like a scam AI coin. So like if you're
a real AI coin, it's a pretty tough position to be in. Yeah. Oh, yeah, this is the ether
lesson, right? Like I can allow I can allow somebody through the power of ZK proofs to play like a trustless game of Dungeons and Dragons on the blockchain
But like how much how much is that worth?
Is it worth anything?
The market seems to think no
Also stuff where it's like you can do something trustlessly, but there's no demand to do it trustlessly
right like
That's actually what a lot of the stuff,
even in DeFi is coming up against.
It's like Coinbase is a trusted brand.
And so you end up with like,
a base can be single sequencer, you know, blah, blah, blah.
That point, you're kind of just done.
Like you just, you don't need to then,
Coinbase can make all the money, right?
BNB chains the same.
Like, okay, Binance is already trusted.
Arguably, Binance is a trusted brand
than Ethereum itself now.
So why would they have to pay any rent to Ethereum, right?
So, that's the problem.
I still don't really know what render does from being honest.
Like I don't even know if it's a real or a fake AI project.
What render?
Yeah.
Isn't it some like decentralized use?
It's in multi-coins portfolio.
I haven't looked into it that closely,
but I've heard good things about it.
I've heard good things also, but when you say the,
like any time I think of like decentralized compute,
I'm like, ah, like I kind of like centralized compute.
Actually, almost all the time. In general, I think like AI actually tech is just evolving much faster than crypto
projects can keep up with it.
So it's hard to like have a mode and it's hard to be like, this is going to stay relevant.
Like remember when people were saying like, goat is going to be like AI beta, AI crypto
beta.
If you want it's what did AI just buy goat?
And I remember sitting there thinking to me like, guys, like, if you want it's what did AI just buy Goat? And I remember sitting there
thinking to me, like, guys, like, this is a dude tweeting stuff that is like written by, like,
he's selectively tweeting what he wants to like tweet from an AI terminal, you know, and yeah,
I think every AI crypto project is some version of that, like, can it actually compete with like the
next iteration of stuff? Like, are you going to get big tech disruption that. Like, can it actually compete with like the next iteration of stuff?
Like, are you gonna get big tech disruption waves?
Like, you're gonna get all of that, right?
So, I don't know.
RWA for the win.
Yeah, RWA is good.
RWA runs an issue of like dog fooding where they're,
like the AUM is their own money.
But, you know know it's it's not crazy it's a good narrative it feels like real
tech right like RWA is one of the only parts of crypto this cycle that you can
show to some bankers and they'll be like that this I understand why the world
needs this.
Yeah, we're also gonna be offering, so you can put your Aerodrome LP tokens or
your pump swap LP tokens as collateral soon as well.
You can also put it in all P. So that'd be cool.
Not sure what SPXL means though.
Kind of true probably.
Yeah.
Yeah, I really just don't I I will never be like a super gig a bowl and like
decentralized AI GPU compute blah blah.
I was glad you can use high this client now actually we're gonna announce it very momentarily
on Twitter, but it's already it's already there if you go to deposit the hype is there.
So you can give it a go.
Let me know how it goes.
Hasn't it been enabled?
Well, yeah, it's enabled.
I see.
It's a good one.
OK, what do these mean every now and then we get these codes that are like S
backslash, backslash and then some other shit. What do these mean every now and then we get these codes that are like s backslash
backslash and then some other shit. What do these mean? Is it like someone putting an
emoji in and it's not like getting translated? Like is that like an emoji code?
No, it's like, um, isn't like a usage code. I think it's like basically there's like S,
there's like the S and P and then there's like the
other indices.
So it's like three X long S and P or it's like
three X long, I actually don't know what the other one is.
So I believe this guy, I believe this guy's saying
that it's a Unicode.
Yep.
Okay. Everyone's saying it's a Unicode mistranslation.
Oh yeah. It was supposed to be, it was supposed to be the and symbol, I think.
Yeah. I think it's like S&P 500. It's probably like 3X long S&P and then
3X long Eurostocks maybe.
That would be a very degen trade to be 3X long stocks and then use that to 3X long Bitcoin.
That's like true Soros cubic returns.
Like, new portfolio. Are there Hazes bowl posting as well?
Bitcoin hits 110k before 76.5.
I like how it like as the crap period draws on the period or the posts that are thought
of as a bull post.
So it becomes less and less bullish.
Right.
It's like now bull posting is like instead of being like we're going to one million dollars.
Fuck you.
It's like I think we see 110 before 76. Like.
I think overt bull posting right now is considered a bit cringe that that's why
like I also don't do it much now,
even though I am relatively bullish now.
I think,
you know,
others have been wrong a lot of things this past cycle.
Yes and no, I mean, he's,
I think his timing sometimes is weird,
but he's been very right that Trump, Trump inauguration is bearish, right?
Yeah, he's very right on that. I bearish the point that people hate Trump, right?
Like it's gotten close to that sentiment now in crypto
Yeah people I mean people are just saying like wait, what the fuck like this is what a president
This is what a pro crypto president gets you bring back the fucking libtards like that's what people are saying on the timeline
Bring back maula
At least Kamala wouldn't make a meme coin, you know
That's kind of the I saw someone saying the cocoa meme coin pumped harder than Trump did for me
So fuck Trump, which was a funny sentiment
I guess like if you imagine being the guy who made more money on the coconut meme coin than you did on.
You mean, you mean Kokoro, right?
The dog.
No, no, no.
Like there was like a, there was like a Coco,
cause when Kamala had that, like, she said some store,
Oh yeah, yeah, yeah.
Like coconuts.
Yeah.
That's kind of nuts.
It would be really funny.
There are some accounts who like they went through the bear and they just kept bull posting
exactly as if they were in the bowl but like to progressively less engagement.
It's like you have like 172k followers and you're like bull posting for like seven likes
in the dead ass middle of a bear market. Uh, it's like vibes.
It's pretty funny vibes.
I mean, the beauty of the Swannan chart is that you can look at it and be like, I think
we're going to 230.
And then if you look at the equivalent percentage up for like Bitcoin or ether, I mean, it's
just like Bitcoin that that'd be like way through all time highs.
And then ether would be like out of like, it'd be like 3.7 K or something.
Right.
Or like 3.6 K. These numbers just sound so far away.
This was by far the funniest Solana like move ever. Like this this actually was like extremely hilarious to watch you like and
then you get like a full engulfing candle the next day.
My god.
I mean, the thing with soul is that there's not that much
liquidity in DeFi, right as well.
So you, you don't have like price resistance.
Like the way it moves is just much more volatile.
Yeah.
There's less of it in like these AMM pools.
Wow.
Seoul has been, Seoul has been gigating while we've been on this thing.
Soul is fully up like $6 while we were streaming.
Supercycle real bullish Soul. Do you think if we stop right now and marks a local top?
No, I think Americans will buy on the open Monday, March 24th.
I mean, just think about that.
You know, Bitcoin 86.8, you got Trump aiming the Bitcoin white paper in the White House.
I don't know. You got Trump aiming the Bitcoin white paper in the White House.
I don't know. I think vibes are pretty good.
You know, it's... I'm going to make a little bit of a little bit of a
little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a little bit of a better angle. I'm going to try to get a little bit of a better angle. I'm going to try to get a little bit of a better angle.
I'm going to try to get a little bit of a better angle.
I'm going to try to get a little bit of a better angle.
I'm going to try to get a little bit of a better angle.
I'm going to try to get a little bit of a better angle.
I'm going to try to get a little bit of a better angle.
I'm going to try to get a little bit of a better angle.
I'm going to try to get a little bit of a better angle.
I'm going to try to get a little bit of a better angle.
I'm going to try to get a little bit of a better angle.
I'm going to try to get a little bit of a better angle. I'm going to try to get a little bit of a better angle. What if what?
What if what indeed?
See what people are longing on these
Wow, please has the highest funding on ox please and D God
Do you grad is coiling I guess. That actually does look pretty good.
I mean.
Yeah, no, that actually that I mean that looks like where you punt right?
That definitely looks like where you punt.
That this this is it max funding holy shit huh
I just don't know. I no longer believe in anything doing anything because of anything.
It's preordained, yeah.
Yeah, I think they're pushing. I think, I think Bitcoin bulls want a break of all time highs in the next month.
Um, you know, are they going to get it?
They could if stocks just stop going down and he stops tariffing everything.
So you know, that is wait, wait, wait.
I always hate these comments.
Like it's like I know that they're joking.
I know every time that they're saying this is a joke, but it still makes me want to be
like wait, no, like stop.
Like that's not what I said.
Like don't do it.
It feels like exchanges and piecesCs have unlocks coming.
What are the big unlocks?
Everyone was complaining about these sole unlocks.
It's already unlocked.
It did dump for two days, but it's priced in.
The one unlock that people were concerned about was Ton.
There were some exchanges that had Ton Alloes and they were selling, but then Pavel came
out and he's back in Dubai
and then ton pumped.
And then that unlock also doesn't matter.
And then they announced the funding round.
So I don't know.
I feel like unlocks are not bullish per se,
but they're priced in.
Agree. Um, I agree.
Keep the casino running till they cash out. I don't think they know how to keep the casino run. If
if the casino is actually dead, nobody can keep it running, right?
Um, like maybe an extreme scenario, you might have pump like start putting in money back into the market like they start launching themselves and pumping that's possible.
Like with a couple million dollars that they can create a hundred mil runner, right?
And so that's why almost like the meme coin trenches like can't die because the cost of creating a new 100 mil runner is so low
relative to the benefit you get from it. It's like, Ordinal was pumped by Bitcoin miners
because it creates activity on Bitcoin network, but the cost of pumping Ordinal is too high relative to what you get. Whereas here it's quite different.
Other coins? Yeah, I mean, like, there's brutal unlocks on like
a bunch of coins. But like, there's coins can go to zero
every day. It doesn't matter anymore. Like it used to be like,
okay, these coins will go to zero and that that will track
market down. Like, there's like 30,000 coins going to zero every day
on pump right now.
There's like, you know, millions of coins
that have gone to zero.
It's no biggie.
All right, guys, should we call it?
I think we can call it and grab lunch.
It sounds like a 160 soul.
I hope this guy's right.
Okay.
Okay.
Love you, team.
Godspeed.
Bye, guys.
All right. See you guys later.
