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Tariffs, Tariffs, Tariffs
Recorded: April 1, 2025 Duration: 2:12:19Space Recording
Short Summary
The conversation covers various aspects of the crypto industry, including the transformative impact of Ethereum, the rebranding of IOTA, and the innovative approach of World Mobile Token. Zentry's strategic moves in gaming and the discussion of ETFs highlight growth and emerging trends in the market. Additionally, Bio Protocol's upgrade on Solana signifies a technological advancement in decentralized science.
Full Transcription
69 seconds damn
yeah oh it did start 69 seconds that's awesome yeah
uh i love little easter eggs like that me too you know and no one but us really knows about it
it's just right there
oh we got fran within we got frank within a frank on that one yeah oh that was david get
some headphones david yeah man come on man i mean i don't even use headphones but i don't
think i get the same thing no no you're a better raw dogger than david is fair fair yep the stream is live stream is live there's oh this is cool you can figure out the
delay there's like a six second delay it's crazy it's like so it's like i'm live they can people
can hear me talking and for all the millions and millions of people you're not live on x yes he is
it's on mixy media it's not oh can you go can you just do me a favor and go ahead and like repost it
on my account daisy uh yeah i can do that i would appreciate that yeah i got you okay cool we got show is starting show is starting we are 100 on time exactly yeah 100 on time or quote tweet it
or something hey do you see something whatever you think is cool whatever you think is cool so
we've got the very we've got we've got the first episode of k2 k tuesday k tuesday can we like do
it like so i only want like i only want my face there we go this is i am the star of
the show this is my day this is my day and this is all about me so this is the very first episode
of carry tuesday so we're getting into this streaming thing i'm going to be talking honestly
this is just this is my time you can come hang out with me i'm going to talk about whatever comes to
my mind um but really like main focus going to be covering topics in crypto covering topics in current events
probably talking some sports talking about things that interest me you know and kind of like where
my focus is right now and kind of what i have my eye on so you know for those of you who like me
those of you who don't like me who want to come and hang out with me you know talk a little bit
of shit that's totally fine um you know apparently the the headline is tariffs tariffs tariffs that's what we're talking about i mean honestly like that's that's what i have my
my mind on when we're talking about like the market is these tariffs because tomorrow is
it's emancipation day you know where president trump is going to be you know at least in my
eyes giving a little bit of uh heads up as to what we are expecting from
the market. And so it's like when I'm looking at the market today, let me see here. Cool.
So there we go. All right. So we've got a green day like this part i absolutely like so you know a few things
like a few general rules of housekeeping first off this is my show but if you want to k2 and chill
you are more than welcome to come on so you know jump on the stream shoot us a message i got the
team behind the scenes with me that will be able to bring you up if you want to talk if i want to
talk to you honestly if i want to talk to you I don't know what we're going to talk about, but we will. Um, and then on top of that,
what I'll do is I might deep dive into some projects that interest me, things that, you know,
are on my mind. Um, you're going to learn with me. That's going to be one of the fun things about
K Tuesday. And so as we start to hit the road a little bit more and develop a little bit of, um,
flow as they say, um um we'll do that so you
know one welcome welcome to my office like my my little home away from home my shack is um definitely
not set up the way that you know you'd think most people have got my funko pops here i've got my art
my motivational quotes behind me um i will be moving locations here in like a month month maybe more um you know
but you're gonna come on the road with me as well so it's gonna be fun this is gonna be just kind
of a nice couple hour hangout session with k2 and uh we'll take it from there so you know honestly
like one of the things i want to take a look at right now is the market.
We're still down, but we're up today.
We could probably go on X and talk about all of the we are back things.
That's kind of the big thing.
We are back.
But cool.
We'll get a little bit of a... Everyone wants to know, what is K2 trade?
Where's most of K2's portfolio?
I would say this is a lot of what I'm holding.
So even, even some of my dust, even some of my dust. So, um, you know,
just like everybody, I hold a little bit of Bitcoin because you know,
how can, like, what can you be like,
can you be in crypto and not talk about Bitcoin?
So just so that I can relate to all of the Bitcoin maxis, I hold Bitcoin.
I've been holding Bitcoin, you know, in various amounts since like 2020, since 2020. So we're feeling
good. We're feeling good about life. Ethereum. I'm a huge Ethereum fan. If you're ever on the
spaces, you know that I like Ethereum. I got an Ethereum tattoo on my neck, actually. So, you know, if you want to know why
I got an Ethereum tattoo on my neck, then well, it's Ethereum. I credit Ethereum as like the
blockchain that changed my life. So it's like I don't get into this whole like maxi thing. I guess
I'd be as close to an Ethereum maxi as possible. But the thing that kind of changed my life and
set my life on a different trajectory is the Ethereum blockchain. So it's just kind of a cool story. So like if you're a tattoo guy
or a girl, remember guy or girl, it's only two sexes nowadays is Ethereum is the one that changed
my life. Holding a bit of a Solana. And then I'm a big thing. We'll dive into a couple of these,
like IOTA. um i've been in
iota for a while it's actually one of my larger holdings um i like what they've got going on
they're about to do a rebrand so we can dive into that a little bit at some point in time
world mobile token these guys are really cool um it's one of the deep end projects that i support
i think what i think is really cool about this is that a lot of the cell phone companies are, I don't know what to say, like they make their money
off of data, like the, the buying and selling and the curation of your data. Like that's where
they make their money. So, um, these guys allow you to own your own data and I don't really own,
like, I don't even know what own your own data means in the crypto space i really don't um but apparently that's that's the cool thing to do
like that's the cool thing about you know deep in if like oh yeah you own your own data and then you
can sell it and you can make money cool i don't even know who would want my data to begin with
outside of people who want to steal it um so you know that's cool zentry these guys are really cool
if you haven't seen zentry um big into gaming gaming, what I like about them, they've got a huge
treasury.
So if you've heard of like Tencent that goes out and acquires different assets in gaming,
that's what these guys are doing.
So don't sleep on them.
Um, you know, especially when you dive into it, like $108 million market cap, you know,
FDV, um, $73 million market cap.
Like they're like hugging
loads right now. So like in terms of like value buy, um, I'm a huge fan, full disclosure. I'm
about, I'm about break even right now on this. Um, I've been holding them for a couple months now.
So, um, I'm about break even. Um, and honestly, like, I think this is a pretty good floor. It's
been holding this for a while. If it dips a little bit lower i would definitely um dive in but like they launched they launched in uh was
it like april april of last year so they're coming up on one year i think this is a project that
shows a lot of strength so definitely one that i've got my eye on i'm big into gaming obviously
i'm a little bit biased because of my ties to Mixie, but I've
always been a gamer. Test. I like Test Token. I honestly think it's got a little bit of upside.
Obviously, everyone knows that we love. If you've ever attended a Mixie show before,
we've got the Harry Potter, Obama, Sonic 10, Inu crowd, ticker Bitcoin. Much love for Johan and all of those guys.
Fog, little project I'm in, Gatsby, Patriot.
Bogged it off, keep an eye on this one.
Pump it.
So if you've ever seen Pump it.
So like with these guys, the Pump it memes,
like very like memeable.
Like if you've ever seen the guys like Pump it.
Hourglass, project called Qbx so qbx is
a sneaky one they are they do a lot of rewards so they work with like different credit card companies
their rewards all that kind of stuff um and so they facilitate a lot of uh like pengu like believe
it or not pudgy penguins they do all the rewards of that ecosystem. So chart, obviously, needs a little bit of work.
Needs a little bit of work, but I think a lot of projects need a little bit of work.
Been down only, down 95%.
The thing is, I know the team behind this.
They're very smart, very talented, and they're going to keep pushing.
This is actually attached to a real-world business that makes real-world dollars.
So even though the price may not look like it, i know it's not a dead project it's not a
dead team behind it so um these guys work really really hard really really hard on that one paragon
so these um this is an interesting community as well they've got a lot of different trading tools
in there like very loyal very dedicated um headed by one dex hawk that i know from my floki days
um very very, intelligent guy.
One of the good ones in crypto.
And so they've got some cool stuff going on too.
I think some stuff with like,
they're going to do like some like general purpose
reloadable cards that you can use
within their ecosystem rewards.
Think like a crypto.com card.
They've got trading tools, all that stuff.
So this is a community dedicated
to making other people money.
So keep an eye on them.
Earl, this is a dust project project this one absolutely shit the bed um i've i lost a tremendous amount of money on this one um probably close to six figures um and like that six figures
is like if you want to know how to um make a hundred dollars um on meme coins just start with
a hundred thousand um that's kind of what i did on that one um and then guardian it's been a project um i was a part of last cycle i've been i don't know
i just kind of like a bag hold on that one did really really well went over went over a billion
dollars last cycle crazy um they still actually have a pretty good community in there um may not
seem like it may not seem like it but there's a lot of life in there so you know kind of moving on
you know what what i've been talking about is really what's on my mind lately are these tariffs
are these tariffs you know like frank do we have what's that like did you ever give me access to
that document did you ever like am i just i'll do that right now okay you know
it's like this is like this is interesting so you know like every everyone's worried
about president trump you you did all right cool like am i able able to share that on here? Can people learn with me?
Yeah.
Just grab the link from text.
There we go.
Pasted text here.
So this is just...
Yeah.
So I ran some grok research prompts here.
Paste it in there.
So you can either pull up the text
and kind of read through it if you want.
Otherwise, it's like a chat bot that's like trained like just on that stuff.
So, oh, OK. Yeah, this is this is Grock's take on current tariffs, history of tariffs.
OK, cool. So it's like this is like so like so Grock is what the middle part on here or is this what you put in here?
So Grock is the original like where the props came from.
So that's the paste of text.
And then like, this is notebook LM.
So it's basically like kind of a Gemini large language model,
but like focused on the tariff information
we put in here from Grok.
So basically made all the Grok docs searchable
and like interactive.
Interesting.
Interesting.
Okay. Like that's the big thing like when i'm looking
at tariffs there's there's a few things right people are obviously worried about them one we're
concerned about like how they're affecting the market and then secondarily is like what like
what what is the long-term outlook of these things look like because you've got a lot of people that
are saying a lot of shit and i like And I need to educate myself a bit more.
I really do.
And so what I want to understand is if I'm somebody thinking about tariffs,
one, I care about how they affect the crypto market,
but I have businesses and other things.
Like I do real estate.
I have a financial infrastructure company.
I do a little bit of stuff in quantum computing.
Obviously a gaming company on the blockchain.
So I've got my hands in a lot of different things.
And I want to know how these affect everything that I'm doing.
And honestly, I really don't believe anything that I see.
This is a crazy headline, right?
White House considering roughly 20 20 tariff on most
imports right most imports like what is what does most imports mean like wow like what a broad stroke
statement to be like most imports and then at the same time it's you know just what does it really
like how is it going to affect us like does 20 does 20% mean that when they do 20% tax on our tariff on something,
like,
are we immediately going to have like a 20% increase?
I mean,
some businesses might pass along that cost.
And I bet you any amount of money,
like that,
that they're just doing it as like a price gouge.
Like they're using this as like an opportunistic moment. And i really want to find out like if that matters so like this is this is
like what where my head's at like what i'm going to be like researching a little bit today because
i want to see like if this is something that is going to matter so you know we've got like april
2nd yeah because the thing is is that like
dude the stock market's doing pretty good today so the question is like and i've mentioned this
on the morning show a little bit is i think that like we've either reached the bottom
we're at the bottom and people like they might be front running the news a little bit like i said
plus or minus one week this this is going to signal the bottom
and like why do i why do i think that way one like if you look at like the bitcoin charts and you
look at everything like it's like we're close to like a double bottom bounce back up like we've got
a good floor um in the range that we're at and so I think people are just looking for some sort of certainty
in terms of like which direction that the market is going to move. And we're hanging off of every
single word that President Trump has. And tariffs is the big one. And so let's figure out how can
we position ourselves, right? Because I want to win to win i want to win i want anyone who watches this to win
and maybe we'll learn something along the way um you know and it's honestly it's stuff like this
is why i'm bullish on bitcoin because it's like when we're we've got this but then i want to bring chat gpt so we go into chat gpt hello me um so has there been
where tariffs have been good for the united states
let's just that's the obvious question you know what i mean because because here's the that's the obvious question subject you know what i mean because because here's the
here's the thing right it's like we're told like the media is like the media is going to have us
believe that tariffs are bad that like there's absolutely nothing that um you know president
like there's absolutely nothing good that will come from tariffs right it's like we've turned
it into a bad word and i just don't believe that i absolutely don't believe that and you know you
can say whatever you want about president trump he's surrounded by really smart guys i encourage
you guys to go out and research the people that are around him like don't buy into the headlines
like make your own opinion like if like if you're the same person who buys into the opinions of what
you see on the the news headlines you're the same person that like just
go follows blindly whoever your fake k will is on x like don't do that like dig in a little bit
more like just have a micro fraction of a brain always ask yourself like like what what would
prompt someone to say something like that why why would they say that what would what would make them
say that these things are bad like you got a a bunch of Americans that are being like Canadian sympathizers.
Like I have no beef against Canada.
None whatsoever.
But the thing is, is like understand what's going on.
Like I've had friends in Canada that were looking at a news headline talking about Canadians being stopped at the border.
And it was like everywhere.
I was like, even I did a Google search.
I was like, holy shit.
You know, and like these Canadians were like, this is like a semi-credible source
they're like damn like this is crazy like a credible source talking about people getting
stopped at the border i'm like all right let's dive in and it was like 40 000 people had been
like stopped or detained i don't know like what the um at the Canadian border, 40,000 people. I was like, okay. It's a pretty large number.
Out of 20,700,000.
Like 20,700,000.
And the thing is, we don't even know if those 40,000 people were actually Canadian citizens or people getting stopped.
Like from different countries, could be Americans.
You never really know,
but because the media is on this crusade against president Trump and
everything in anything,
Canada,
they're blowing this stuff out of proportion.
And it's now like the cool thing is,
is like,
thanks to things like X and alternative media sources,
you have at least enough people out there that are like,
whoa,
pump the brakes on this stuff. Because the thing that's even funnier is the story that was being
told about like the, the, the main story that they were talking about was a Canadian citizen
being detained at the border for 12 days. This is rich, right? Like it's a, as an actress,
Jasmine Mooney, I believe is her name. she was stopped at the border for 12 days stopped at
the border for 12 days it wasn't the canadian border it was the mexican border she was like
buying shit from the pharmacies that weren't allowed in the country she was having trouble
with her work visa getting back into the united states so they're making an issue about the
canadian border using a canadian actress trying to get across the border
and she was coming from mexico thing is though is that like you the media would have you believe
that it's different so we're gonna dive into this a little bit so we're gonna figure out tariffs
talk tariffs a little bit more so it's like okay steel tariffs like okay george wb bush and trump
in 2018 did tariffs so these worked short-term relief china china china
china good so farmer farmers benefited solar okay so yes tariffs would be good in terms of providing
relief but always a trade-off like do you want more like yeah yeah tell me more tell me more
like i don't know like we're gonna learn cool this deeper dive okay so protection views
so tariffs okay so here's the thing with tariffs it's like we use that instead of taxes right we
use that instead of taxes and like there was a point in time like maybe i should just stop this
yep cool so it's like it's giving me.
Okay, so stealing aluminum tariffs, Trump 2018.
So it's like it's telling us a lot of stuff.
You know.
But.
I mean, here's what we really want to know, right?
Like we could go into all of this. We could go into all of this. But what we really want to know, right? Like we could go into all of this.
We can go into all of this, but what we really want to know is like,
we want to know whether or not like,
like what,
when did the United States implement?
Like,
or when did the United States move from tariffs?
Yeah.
So a lot of that was like post world war ii era um 1913
or yeah world war one yeah world war one world war two they tried to like kind of open it up and
globalize it right um like dude look at it in the, 90% of federal revenue came from tariffs. Talk about being a badass. 90% of revenue came from tariffs.
Like, well, this is crazy. So then it's like, okay, cool.
So like 1884, it tried to get into the flat income tax, but in 1895,
the court rule, the Supreme court in 1895 was like, no,
it's unconstitutional. So it's like, so this is crazy, right?
This is crazy. When you look at's like this so this is crazy right this is crazy
when you look at it like this is like at one like you've got all these people like they're like
income like our taxes are fraud it's theft it's extortion and it's wild right it's wild though
it's wild though because the supreme court the supreme court law of the land in 1895 was just like
nah man this stuff is this is unconstitutional you can't tax you can't tax no taxation without
representation right that's actually i do believe that is actually one of the
amendments and so when you look at it like that no taxation without representation the supreme
court so like we still have in 2025 we still have laws that supersede 1895 right like there
there are ways that we in the united states things that like we point to that were instituted before 1895.
And in 1895, the Supreme Court was like,
no, you got to stop doing this income tax shit.
You got to stop.
You got to stop.
Okay.
So, cool.
All right.
Yeah.
So the power shall have...
Okay, so Congress shall have the power
to lay in class taxes on income.
Wow, things really changed in 1913.
So pave the way for modern income tax system.
So initially the income tax supply is just only the very wealthy 1%. Okay. So it's kind of like
what they want to do now, right? Like why the shift? Okay. So we have wealth concentrating
tariffs, consumers, harder than the rich. Okay. That makes sense. Right? Like if the middle class
is like the, like, it's kind of where it's, it's interesting of where – it's interesting because we're kind of there right now.
We're kind of there right now, yet we don't even have tariffs.
So I can see where the pushback is.
If we're thinking about this stuff logically, I can see where the pushback is.
It's like, hmm, okay.
So we've got people like middle-class lower middle-class people,
you know, like if they're like eggs, you know, things are expensive. Things are really expensive.
So why the shift? All right. So more equitable after like tariffs became less important as
income tax revenue exploded today, tariffs, dude, less than 2% of, um, so let me see here let's ask let's ask josh a question so how come the u.s never
tried to increase revenue from tariffs after they instituted income tax right i don't know
income tax.
Right? I don't know.
Great question.
Wow. Isn't that cool?
When AI tells you he asks a good question.
I feel like that's like a
attaboy.
It just makes me feel good about myself.
When a machine
is a little bit smarter than I am,
says that I said something good.
So terrorists became a liability after the Great Depression.
Interesting.
So 1930, there was the Smoot-Hawley tariff.
Tried to protect the U.S. industries during the Depression
by raising tariffs.
20%, 20,000 plus imported goods.
So other countries retaliated.
Okay, global trade, depression worse than got it.
So tariffs can start trade wars
can hurt everyone after that the uf shifted towards free trade to prevent a repeat okay
interesting um so we've got general agreement on tariffs 1947 the world trade organization
1995 were built to encourage lower trade barriers the The U.S. led to charge. Tariffs are aggressive.
Tariffs hit consumers
and lower income households the hardest.
That makes sense.
That's kind of what we're talking about right now, right?
Like that's the fear
because they can raise prices.
So U.S. companies began outsourcing global.
Aha.
So that was the big thing.
So U.S. started building outside of it.
Tariffs would hurt U.S.-based companies
that rely on cheap imports. Okay big businesses that makes sense right big businesses
like big businesses are trying to they are trying to sell the most while undercutting prices as much
as possible they have an ability to buy cheap shit from other places this is like china china china
china had the ability to like they've got their like wear sweatshop labors, you know,
like that's make sure for cheap.
That makes sense.
See,
they were pressured to use China or protects,
you know,
interesting.
So tariff shifted from being about revenue to geopolitical leverage.
Man,
it's Trump thing,
but they still exist.
The U S still collects billions,
tariff revenue
just not enough to replace income tax they're targeted not broad would you be interested what
scenario yes there we go see yes i want to um let me see here yes tell me more about the tariff based model so now we're getting into
today and then we'll then we'll kind of loop back it's like why this matters at least why
i think it matters that's all that matters this is my show so this is what matters to me
so what a tariff okay so cool so what would So what would it take? Tariff revenue, 80 billion income tax, 2.6 trillion.
Yikes on bikes.
We've got a long way to go.
Long way to go to hit $2.6 trillion.
So to replace federal income tax,
the U.S. would need to raise over $2 trillion annually
from tariffs alone.
It's massive, massive, massive, massive.
So you can mean there's a few different ways.
High tariffs.
50 to 100% on a wide range of goods so really limits imports major price inflation
gotta rebuild u.s manufacturing okay massive consumer hikes yeah so like shit like shit
that doesn't doesn't matter like electronics like like material possessions like that's what people
are really gonna get pissed about is The new iPhone is triple the cost.
iPhones suck to begin with, but we all have one. I have one. You have one.
Potential pros of a terrorist-based system.
Simpler tax code.
Kill the IRS. Cool. No income tax, no audits.
I would like this one. i don't know about people
that are watching that are in the united states i would love not having any income tax it would
just be good right um you know just give me all my money let me do whatever i want with it like
there's like plenty of coins out there that need love and i want to love them i want to love on
them um if i don't have any income tax, that would allow me to do that.
Granted, I am a business owner. So this whole income tax thing, yeah, I do, but most of my businesses are the ones that carry the burden of it. Promotes domestic industry. High tariffs make
foreign goods expensive. So it's a man of the u.s good yeah
yep yep geopolitical leverage downside yep consumer price a new iphone might cost like
wait a second a new iphone might cost two thousand dollars okay hold on one second
much doesn't iphone cost
what is the iPhone cost?
What is the average cost of an iPhone?
Nearly $1,000.
Nearly a thousand.
I think they're a little bit more than that.
I mean,
come on.
Come on.
Tell me like an iPhone.
Like,
people are buying iPhones anyway.
This is ridiculous.
Frank, what's going on here, man?
Like, nobody uses an iPhone.
Yeah, I mean, like I definitely think people have stopped buying like the new ones each year because the upgrades are so little. But like the like thousand dollar iPhones are like, you know, like the lowest power, lowest storage, stuff like that.
I think like you're looking more like 12 to 1500 if you want like decent amount of
storage and like the pro and stuff like that right absolutely absolutely like my iphone's like two
three years old now and i don't have any plans to like upgrade for the new future because like why
anymore so fun story i so i've got an iphone 14 pro max okay and um i have beat it to hell i have absolutely beat it to hell um and
like i was gonna get the new one like the last like a couple generations and it would like the
new one would come out like it's crazy i only get into modes where i want the um new iphone right around the time that it comes out so like there is like there
is a window for me there's probably about a 30-day window where i want the new iphone and then it
goes away and then i get to a point to where i'm like i want the next iphone so now i'm in a point
right now so it's like it's april 1st today april fool said but it's april 1st today and now i'm already like researching the iphone 17
which is supposed to come out like september october and i'm like yeah that's the problem
it's always right around our birthdays too so it's like birthday present to myself
maybe 100 right that's always been my justification like oh it's my birthday present to myself
right and that's kind of like uh where my like where i've been at for years with regard to all that and it's funny so like i literally i beat my phone to
hell and i literally just bought a case for the first time in three years like i am that psychopath
that used to just raw dog the phone just know nothing i gave you i couldn't believe you did
that for so long i did give me anxiety every time hanging out with you yeah and for as much as you
carried it oh right well here's the thing it's like i will i will when i get the new phone i will raw dog that one i will the only reason why i got a phone
on this one the only reason why i got a screen protector like a screen protector is kind of the
one area that i'll do it like i'll put a screen protector on there because like these screens are
so fragile they're like emotionally fragile um but then like i said like i like i dropped my phone like seriously i just
like bam and so it's like you know how it'll start to crack in the back like it'll show cracks it's
like i was like hmm and like then it started to chip like shit well screw it i got a case so now
i have a case now i'm like now when i look at my phone like it looks as if it's like the
first day that i got it and i'm like well this is cool so now i probably just got like another two
or three years on it because but here's the other part though like where ai completely blows up this
whole a new iphone might cost two thousand dollars like one okay it's great like it's a terrible it's
terrible example for them to make because for starters very few people are paying for their iphone in full
they are just lumping it in to their cell phone plan and they're paying the monthly cost so miss
me with this like two thousand someone will be like okay cool so like it goes to two thousand
dollars so they they usually 10 bucks a month right no one's gonna give a shit about that
you're already paying it so okay so
like that's the interesting thing is that like despite these tariffs like businesses are going
to come up with different ways to to make all this stuff work i mean you've got carna on doordash
now you can three pay your doordash order what are we doing here so anyway that's my that's my
thing so okay we're looking at so retaliation for trade partners yeah like people are gonna retaliate absolutely but they were they rely on us buying shit
and so it'll reciprocate we're gonna stop using it they're gonna like they'll figure
they gotta figure this out global supply isn't that one of like the big things for us is like
we're such a huge importer from like other countries that they like so heavily rely either
like us on buying
their stuff or visiting their countries to kind of stimulate their economies that like well that
was the interesting thing it's so like because like and this is really just why i encourage people
to research a little bit because like i don't know like i read a headline and i immediately i'm like
okay i need to research this a little bit because the point is is that there's more to the story than meets the eye so like remember when we were talking about canada and
like the power consumption like oh we rely on canada for power well what they also didn't talk
about is that that specific like sector 75 percent of the power consumed for them was from the united states so if they stopped supplying power to the
like to the united states they would have effectively gone bankrupt overnight so they
would have committed suicide to literally to fight this battle so they broke immediately
and i think that's where little some of this stuff's got out of whack so like we'll see we'll see if the chat gpt's
do that so the u.s did run like lower income taxes yes strategic tariffs like especially
adversaries like china tariffs on polluting goods blah blah blah want a simulation so
like like well what about balancing reciprocal tariffs?
Isn't, let me see here.
Isn't the U.S. also being,
where is the balance?
Yeah, I think the other thing too that like we should really have a conversation about
is like the national defense part of it you know like we do need to be making like these chips and
some of these things in our own country because like as ai gets like smarter and smarter and we
get towards like ag and stuff like that like to be cut off from like be able to make gpus and processors and stuff would be devastating okay so like we
look at this stuff and so like because like why do i as someone in crypto like you know like why
why someone in crypto should care about this because at least right now the asset class which
is crypto is like high risk and the people like you've got institutions you got rich people that are in here
but then also like a lot of what drives crypto right now is the speculative investment from
people using their disposable income right so it's just like this we're talking about this
why this stuff matters is we're talking about disposable income and over the last years like
we've seen it dry up like people people cry about liquidity being taken out of crypto as if it's a finite supply.
Like, oh my God, they just extracted $10 million in liquidity.
One, a lot of those guys, they're not just taking it and running it away and never putting it back in here.
It's finding its way back in in other areas.
But the thing is, most of the people that are crying on crypto twitter are actually really affected by these things they're they're they're affected by taxes especially income taxes
and they're they're especially affected by tariffs because they're the people that participate in
like crypto they're the ones that would be negatively affected by a two thousand dollar
iphone they are because they're the ones that buy stupid shit like that they're the ones that
they're the ones that would actually like as much as we joke about it they're the ones that would
actually use klarna to pay for doordash under the premise this is exactly how they there are people
in crypto that think like this they're gonna be like okay so my food order is gonna be a hundred bucks well i can just three pay it so
it's only gonna be thirty dollars today i can use that seventy dollars to then like i'm gonna put it
on a shit coin and it's gonna go to 300 and then i'm gonna pull it out and now i just got my food
for free and one of two things is going to happen one of two things is because
what we do know is that that money is never coming back out of crypto ever ever because what's going
to happen is is that one they're they're going to lose it like shicklin's going to go straight to
zero down out or they're going to make more money they're going to ape more money and then they're
going to lose that either way that money
is going that's what's hurting crypto right now is people are using that logic on stuff like that
so like to be clear this is exactly what's what's what's happening on this stuff but this is why
this stuff matters this is why tariffs matter this is why you're seeing the markets get affected by
it is it has nothing to do.
Like maybe a little bit,
like I can't speak in absolutes because there's enough like autistic people out
there that are like, Hey, you're speaking in absolutes. You can't do that.
Okay. I get it. Okay. I won't speak in absolutes.
I don't want to hurt your feelings or anything like that.
but like the thing that is actually like going on is the reason why the market is ebbing and
flowing is that the reason why it seems so emotional is because they know that this stuff
affects the normies and the retail investors from their ability to do it. So this is why the market
is so sensitive to these things is because these are metrics that negatively affect your ability to take your excess liquidity and throw it in your five bucks, your 10 bucks, your hundred, your thousand, whatever.
This is the stuff that affects that.
And so this is why the market is reacting so negatively to tariffs.
It's not like, oh my God, these companies are posturing and getting ready for this like no like that's happening in the
stock market a much more mature stock market like for example the global like um stock market
trade markets like all the different it's 109 trillion dollars versus are less than the three okay this shit as far as the tariffs and stuff
like that go because there's nothing there there is no wide scale tech that that matters in our
space that is negatively affected in any meaningful way by tariffs like you could be like, oh, they're developing AI. There's no
large company. There isn't a company
that's like our entire ecosystem
is not even
like it would only be classified
as one of the magnificent seven, which means that there's
no one singular company
on here that is big enough to matter
on a global scale.
So I'm going to go back
to what I said. The reason why i'm looking at
tariffs and the reason why i care about tariffs especially why you should care about things like
tariffs as far as they relate to crypto is because it negatively impacts the retail's ability to
purchase crypto are we tracking here like this stuff matters so this is why we got to figure
it out this is why we got to figure it out this is why we got to
make sense of it because if we can't make sense of it what do we got what do we got okay so how do
we make this make sense right because there's a couple good things that can come from this and
how it can positively impact the crypto landscape one we try to balance shit out so other countries they are so india's average 17 percent china
china china 15 to 25 percent european union 10 to 15 percent and then so we have one of the lowest
wow one of the lowest man we're just like handing out free money you know what i'm saying like
whatever bro you just you go you go do you you go do you. You go do you. All right.
See, U.S. manufacturers get undercut.
You know, so like we get screwed on this one.
Yep.
Jobs get offshore for sure.
Jobs get offshore for sure.
Trade deficits balloon.
Yeah, we want it.
Like, this is one of the things that they're trying to rate in.
It's like the trade deficit, right?
It's just like, hey, we can have tariffs.
We can have tariffs.
We're not trying to get rid of them all, but we got to figure this out.
So, why is the U.S. tolerated?
Cold War. Free trade was part of our soft power, helps allies rebuild.
Yeah, remember when we, you know, like Japan, Germany, Korea, you know,
cheap imports, people will happy customers.
So U.S. policies favor the consumer economy over the producer economy.
So again, they just want people to have cheap shit.
I think, you you know it's interesting
when you look at it like that is you know like the walmart philosophy like if you're like i mean
walmart's all over the world so we all know at walmart what's up is that just giving people the
ability to produce cheap it's like you know what it does is like it kneecaps people it's like hey
you know what like you work that minimum wage job you got that like happy comfy
life going on don't even worry about it like you just buy cheap shit you can buy cheap shit
and eventually that like that runs out like you've got to you've got to balance that right
like it's like it's always like look at things it's like okay cool like what is the what is the
means to the end right so it's just like we're bringing in cheap shit but then eventually it catches up with us right like now like right now
like we can't it's like hey we got to stop doing this stuff um so it's like big tech and finance
don't need tariffs you know they don't rely on protective manufacturing they thrive in open
markets and they've had a loud voice in trade policy so where's the balance let's find the
balance okay cool so reciprocal tariffs so no blanket tariffs but target so this is a i think like this is really what we're working
towards here like i think we've kind of understood this with trump is like okay like he wants
reciprocal tariffs but like he has a similar problem to like k2 it's like everywhere, everybody, everything. Fair.
Fair.
Got to back off a little bit.
Just like join K-Tuesday.
Listen to him talk about stuff out loud.
Then you realize maybe,
maybe he doesn't mean everything.
Okay?
That's fine.
So, tariff for mechanisms, trade deals,
built-in clauses automatically trigger
okay create regional fair trade blah blah blah so like so the decoupling so there's growing
bipartisan even a dc holy crap to rethink trade in a way that restores reciprocity okay so
want a breakdown a reciprocal terrible thank you um yes Does this also include a reduction in income tax?
Is it fair to think,
is it fair to think that there will ever be an elimination all right so basically what i'm asking here is like so not every single state has
a so most state damn killer set of questions then i'm getting flowers from chat gpt like this is a killer set of
questions i don't know if you guys are into this but like this is you guys need to like get you to
a point where chat gpt is like yo these questions are fire i probably like sam altman is probably
watching what's that you told us to talk to you like that no no this isn't grok this is an unhinged grok
this is like you know like just realized you needed the extra support that no one gave you
love in real life if this was grok in unhinged mode it would be like your questions have me so
turned on right now like this is like this unhinged grok would be like I want to jump your bones after I finish
answering these questions that would be it's so wild right so that would be you know this is
exactly what's going on and be like your brain turns me on so much right now I'm like dang stop
it um all right cool okay reciprocal tariffs equal lower income tax. In theory, yes.
So if the U.S. collected more revenue from tariffs, okay,
under reciprocal, it could eliminate the need for some tax.
The thing is, though, is with taxes, once you got them,
it's hard to come off because it's a money printer, right?
Like infinite money glitch.
It's like Michael Saylor going out there raising money for Bitcoin.
It's like, yeah, Bitcoin's going to go to a million,
so you should give me a billion dollars now
because it's not even $100,000.
It's not even $100,000 right now.
You gave me a billion,
it's going to go to a million,
and then you're going to have a million billions of Bitcoin.
That's exactly how he says it.
He probably doesn't even use the right number.
He's like, you're going to have a million billions of Bitcoin.
I'm like, huh.
Okay, cool. So he gave you. So Cibrewood tariffs could lower income tax okay cool so in theory yes u.s class
of more revenue from tariffs under so it's like you know quipro quote but yo if you're gonna come
at me i'm gonna come at you we're gonna figure this out we're gonna sit down at the table but
to eliminate income tax entirely yeah yeah so like massive tariff major government downsizing alternative revenue like a vat maybe is the elimination of a federal income tax realistic short answer very unlikely
kind of knew that i kind of knew that like people have talked about that like brian armstrong
brian armstrong ceo of coinbase he's openly talked about the elimination of a federal income tax
it'd be great it'd be great. It'd be great.
Highly unlikely.
Again,
there's so much like these guys get so fat off of income taxes.
So fat.
I don't know.
Like if you guys were giving me a million dollars a month,
I wouldn't stop taking it.
And I'd get pretty pissed if I stopped getting it.
So these things happen.
These things happen.
Okay.
Could a, could a reduction happen?
Okay.
So there's growing calls,
especially in the populous.ist okay so it's okay so basically populist right and bernie sanders right so it's just like libertarian like isn't like bernie sanders like a libertarian independent
um oh bernie poor guy um cut income taxes for the middle and lower income i like that kind of
like what president trump was talking about people people who make less than 150 000 a year
no more income tax i think that would be pretty cool i think that would be pretty cool i
would love that for them um you notice i said love that for them i wish i fell in that category but
i would love that for them deserve it they deserve it these are people that are fighting the good
fight um some gop candidates have floated flat tax or fair tax models, which scrap something. Okay.
It's a mainstream,
not yet pressures building.
Right.
And I think you're going to see it grow.
I think you're going to see it grow.
You see,
like people don't have money right now.
They're struggling.
Like they really are.
it's like something's got to give,
right?
Like,
like that's where I wish,
I wish the media,
you know,
I mean,
obviously they have their agendas,
right? But like, like we're, we're at a point right now where so mean, obviously they have their agendas, right?
But like, we're at a point right now where so like, let's be team make life better.
And so, you know, obviously it seems like one side wants it more than the other.
And maybe like, maybe there are people on both sides that want this.
And they're just like, they're not getting, you know, if they step out of line at all, they are.
I don't want to say just stuck, you know, if they step out of line at all, they are just like, you know, ignoring it.
Like, you know, that's David over there in the corner.
He's got the nervous twitch.
We don't talk about him.
We don't talk about him.
It's like, oh, shit.
Okay, cool.
All right.
So could this happen at the state level?
Yes, it's already happening.
Boom.
Some states are already phasing out income tax. It's like crazy.
David and I had this conversation the other day.
I was like, we were trying to figure out how many states didn't have income tax off the
top of our head.
And I was like,
I think 10 states don't.
And I go,
the only reason why I said 10 is because I know it's probably not 10,
but probably leaving it out.
Okay.
So Texas,
great state of Texas.
Hell yeah,
Texas don't have a state income tax.
Why do you think I'm here?
Florida for sure.
Like,
like literally my two favorite states,
boom,
Texas,
Florida, no state income taxes. Are you seeing aality here tennessee home to my favorite city nashville
if you get a chance nashville tennessee absolutely incredible beautiful women great food great music
great scene good people clean love it love nashville tennessee south dakota ironically i actually used to live here so like if you're somebody who keeps trying to dox k2 like don't Great scene. Good people. Clean. Love it. Love Nashville, Tennessee, South Dakota. Ironically,
I actually used to live here. So like if you're somebody who keeps trying to dox K2, like don't
even try it. I'll just tell you like, yeah, I used to live in South Dakota. Um, so, um, yeah.
So like clearly when it comes to living in States, I have a type. Okay. So I spent some time in South
Florida. I live in Texas, favorite cities in tennessee south dakota oh and then
nevada where where where where's mixy like where where is our ip house las vegas nevada crazy
crazy crazy crazy cool so then you got states like mississippi arkansas north dakota actively
phasing out or reducing income taxes i think you're going to see this happen a lot more
to be honest i think you're going to see this happen a lot more to be honest i think you're going to see this happen a lot more um there's kind of because
it's it's the only way that they're going to be able to like make their people happy i think so
people deserve this like get rid of figure out a way to operate without it start buying bitcoin
right like michael saylor said it bitcoin's going to go to a million so it's like if you go if you're
these states and you buy a bunch of bitcoin you can make a million billion dollars um and
you're fine so we got that so there's often less incomplex sales tax property tax energy too oh man
please do not raise property taxes if you're somebody if you own a house property taxes okay
property taxes okay TLDR full overhaul reducing tariffs want me to mock up now I don't want to
see a sample budget okay cool so like this gives us this at least gives us like a little bit of
an idea of what we're talking about when we are you know talking about tariffs
and what it's going to be like if we do this.
Clearly, Frank's not paying attention so far.
I'm just going to bring...
I'm going to share a screen.
I'm just going to share it back up.
I'm going to bring that back up.
Boom.
Okay, cool.
So...
Yeah, man.
So, I mean, at at least here's the thing the reason why we're diving into this is like because like we're looking we're looking at stuff like the market right we're trying to
figure out where's price gonna go we got bitcoin 85 000 all time or we just do one year
you know i could bring up stuff like trading view clearly got really good support right around 72
000 i don't think we're going back to 72 000 right here you know potentially maybe come back down
right here you know potentially maybe come back down to like 77 i could see there are people that
talk about that as well like i see some of my like uh late wave traders they're like yeah
could potentially maybe kind of sort of possibly go back down to this level so it's like really
test it i could see us testing that again one more time test it one more time and then just go
I could see us testing that again one more time.
Test it one more time and then just go.
But even so, like we're getting some good sideways action here.
And so do we know, like, you know, the charts are going to do what the charts are going to do, right?
Charts are going to do what the charts are going to do.
But really, you know yeah yeah because we got to break out of here gotta break out of like we got
we got yeah we got some ways to go here got some yeah a little bit of resistance here
resistance here a lot of better resistance at 92 and then we jump up a little bit more
95 so but anyway if we're looking like we can look at the charts obviously the charts like
we're starting to see a little bit of like a little bit of sideways movement here like
the thing is though is that what you want to be careful here is that unless we have a break
they're still like we're going to be looking at like we're going to be careful here is that unless we have a break,
we're going to be searching at lower levels.
I can see maybe one more
dump down to 75.
Let's get
a little bit of a bear flag here on the
daily.
Here.
Like a bear flag.
And so it's just like
we tried to push out of it.
Now, the thing is, if we reject,
you could go back down.
Again, I think somewhere you got support here,
76, 75, and then down to 72.
To me, I think you've got to fill this gap in so like we're filling it in a little bit here so
we've got to fill this part in fill it in go back up and the reason why i talk about like like so we
look at charts we look at charts and then what do we do we look at sentiment we look at sentiment and like sentiment is like retail and the uncertainty
right now it's like what we could very well see is like when we're looking at bitcoin and we're
talking about tariffs so it's like cool we're going up a little bit but really like and if you
we go up a little bit and you look at what this chart is telling us, like this chart is telling us that like we shouldn't trust this.
Like this chart is telling us,
this chart plus sentiment is telling us that if I'm looking at this right now,
like I, I'm not longing Bitcoin in this,
unless I'm holding it for like a long time,
this chart is telling us, yo, careful, be careful, especially like if, if, if the news
tomorrow gets interpreted negatively, I think one of two things is going to happen tomorrow.
I don't think it's going to be a nothing burger.
I think people are going to be like, oh my God, this is awesome.
And we're going to go, bam.
Like we're going to, we're're gonna bust past 87 in this range you know you see this like it just
well we're gonna bust past 87 and we're gonna shoot up and try to retest some of these areas
in here um like we need a decisive move because we're still in a pretty big downtrend thing is i was like it's like if you were to draw see this so it's just like what you want to do is like when you're drawing a line like when
you're drawing a trend line like this you're taking the like you're going from the top and
you're just drawing it diagonal so we're like we could potentially retest this like 86 range. We got to pop out of it. If we don't, and honestly, more than likely,
we've got to fill this area in.
Like I said, we need to kind of like paint some red and green
in this 78 to 72 range.
So chart's telling us that,
and the news is telling us that, right?
Like this tariff news is going to hit hard.
It's going to fuck with people's heads.
It's just the truth.
It's going to fuck with people's heads.
Like imagine today is like today's the April fool's fake out.
That would honestly be kind of like an LOL thing, right?
That would be an LOL thing as to like how it is going to affect the market is the April fool's fake out.
But I think this tariff news is going to take a little bit of time. It's going to keep sucking liquidity out of the market is the april fools fake up um but i think this tariff news is going to take a
little bit of time it's going to keep sucking liquidity out of the market things are going to
get because what's going to happen is you've got the you've got tomorrow where he's going to
announce the tariffs and then they're going to start to go into like they're going to start to
to take shape so you know we might we might test a little bit lower before we go out but like guys
we are so close we are so close. We are so close.
And all of this stuff, honestly,
I'm still long-term bullish on the market.
I think this is all needed.
All of this tariff stuff,
it's like we're getting it out of our system.
We're ripping the bandaid off.
Trump's still within the first 100 days.
I think May 1st is actually the hundredth day, ironically. Like Frank,
can you look up Frank,
Daisy,
somebody,
somebody behind the scenes,
like when is the hundredth day of the presidency?
Like when,
when,
when is that?
You know,
we're,
we're ripping this bandit off.
So it's like,
as we're looking at the market,
as you're somebody who's looking to deploy capital,
if you're looking to make short-term money,
be careful,
just kind of like keep stacking your paychecks right now. It's going to take a little time plus mercury's in retrograde for like another six days
you know just be careful don't get any agreements but like the chart says be careful the chart says
hey it's just like this little run-up it's doing exactly what it should be doing today we're like
we're gonna hit here see how like this like little wick right
here like we're approaching that level you could probably redraw this line a little bit if you
wanted to and make it a little bit closer to that uh but like ultimately like you know we just a
simple trend line simple trend line on the daily chart is telling us that we shouldn't trust this
and then when you look at the news like the tariff news that we're talking about, the tariff news that I just went into is like, this is also telling us it's like, hey, like you guys ever think it's crazy?
You guys ever think it's crazy that the news matches the chart?
Like, come on, man.
Come on.
April 30th is his 100th day.
And there we go.
There we go.
So he's still within the first 100 days.
He's still laying the framework for all this
kind of stuff so it's like i said may 1st plus or minus the day i was right so cool april 30th so
it's like may 1st day 101 now we're back to business so he's done a lot right he's done a lot
i am encouraged by seeing this kind of stuff i want to see this i know that all of like you know
everyone that was like on the trump bandwagon blah blah blah it's like you know it's crazy like yeah it's so wild january 20th is when like where
this line is drawn from january 20th look at that how crazy is that january 20th that was like
inauguration day january 20th boom and we've been down only since then and thing is that was like
that's a good thing like we needed that we needed that we needed to
correct a little bit like corrections are natural these things happen all the time so you know we've
got different support levels you know so we can draw you can draw you know support level here
well yeah yeah yeah definitely here you see we push past it um you got support here as well and i think you know i
think we find a bottom somewhere between maybe 72 75 uh it might be people out there like when
they watch the replay they're watching this right now like oh my god k2 leave me alone you can't do
this um you know but the thing is it's like yeah you're like you know like exactly so it's like
this is like when when cabal meets chart right when cabal means chart it's like you go wow cabal
you've got the tariff cabal over here and you've got the chart here so like we're watching that
we're keeping an eye out on everything that's going on so it's just like i think that we're
still going to go down a little bit on everything it It's like, you know, Bitcoin's retracing
a little bit.
You know, I don't
know, man. Like, it's, everything's
taken a beating. Everything's taken a beating.
You know, like, you know, President Trump's
going to Patriot. You just check these guys
out. So these guys, interesting thing.
So Patriot,
awesome community. Like,
they're crazy. guys are these are absolutely
these guys are crazy um they built a statue for president trump so i think that you know they're
sitting around four million um market cap this is awesome like but these guys are these guys are
tough these guys are good um you know like the these guys a lot of political connections a lot of just
hard-working people um this is how it's crazy this this this is how i met funny donald so funny
donald um who you see in the mixy spaces a lot was a big big big supporter in patriot and so um
he was good so i wasn't like i was Patriot, tried to help out where I could. Um, it's really cool stuff, really cool stuff.
Um, so yeah, I mean, it's, this is where you want to, like, if you're, if you're looking
at the overall market and you're trying to figure out like where to put your money is
like, I honestly think it's a good time.
I think, you know, based off everything that I told you, I think we're getting, we're getting
close to that blast off phase.
So, you know, Hey, close to that blast off phase.
So, hey, within the next month, right?
Within the next month.
I think May will be particularly better than people give it credit for.
Because usually, usually, it is sell in May, go away.
I think this year in particular, it's going to be welcome to May, come and play.
Fear and greed index, believe it or not, even though it's 24, I think it's starting to creep up.
I think people, I think the beatings are done.
I think the domestic violence is just like set in um and so um yeah like like yeah like david behind the scenes like buy in may and go away exactly just like buy your
conviction bags and go but i think honestly like right now if you're somebody that's sitting out
there and you have projects that you're convicted on and what i mean convicted i don't mean degen
conviction where you're just like,
yeah, I'm convicted. Yeah. I held for 24 hours. You're like, oh, that's not what I mean.
Not what I mean right now, right now. Okay. Here's, here's a pro tip by you. If you're,
if you're convicted, this is the time horizon that you need to look at. Buy now, hold until November,
December. So find projects right now that you are willing to hold until November, December,
sell sometime in November, December. You got like the Santa Claus pump, Santa Claus rally
that they talk about, but like right around that that time like if you look historically at a lot of the all-time highs so like we'll bring up we'll
bring up my guy one more time bitcoin and we go shrink it
Go shrink it.
Damn.
Okay.
Okay.
Damn.
Look at this.
Look at this.
Look at all time.
Like November of 2021.
November 14th.
November 14th.
All time high.
All time high.
Let's go back further.
Let's go back further go back further
boom like 2017 like december
2017 december further further oh come on man like damn all right well
but what am i telling you right now what am i telling you right
now find your bags find your bags you know because like look at so it's like you got april
because wow so it's like april was up there boom may bottom so if you do what k2 tells you to do
while it's bottoming because it's definitely not doing this right now maybe it'll go down more
maybe it'll go down more i don't think so i don't think i think i think we're front running
things a little bit i think we're front running things a little bit so i think we're here now
i think things have shifted a little bit and we're here now okay so like this is like may
right selling may go away i think we're around here i think you are safe to buy i think that this is okay maybe it goes down a little bit again it might dip a little
bit more it might dip a little bit more i'm just what i'm telling you is that it's going to be
higher in november december than it is now so this is where you buy your conviction everything
that i'm telling you lines up with that the tariffs right we're gonna we are gonna know what life feels like
in november october november december tariffs like they're gonna be old news like i promise you
on the meme coin morning show david will be able to explain tariffs by november december maybe i'm
overselling him a little bit but maybe i don't know but my
point is is that like life's gonna look a lot a lot different we're gonna we're gonna have we're
gonna have more crypto legislation we're gonna have a clear picture because this is all happening
with the first hundred days like my god you guys i've had so much stuff going on so like this that's
this is like the lens that i'm this is the lens that i'm looking at things like i'm trying not to get too caught up in the day-to-day like if you are if you're somebody
who's going to launch a project right now like we've got like mixy's got a product like we're
going to be launching within the next like a couple weeks um like i haven't been saying that
like if you're in the chats like oh my god like this guy's been saying like yeah we're we're
really there like it's like we're really there um the thing is is like there's
just not like there's not a ton of liquidity being thrown around but again like if you believe
that these like projects that you're buying in like are going to be up in november december
get in now get in now and now i'm not saying that you won't have buying opportunities within the
next month or so but like hey like that's not a bad time now it's not
a bad time because if you look at this like history repeating itself boom 2021 here 2017
remember the same thing december wow so it's like how you know cool 2017 four years Four years. 2021? Four years.
All right, everybody.
Everybody.
Everybody.
22, 23, 24, 25.
How many fingers am I holding up?
Four.
We're in 2025, folks.
We're on the fourth year.
So everyone's crying about this.
Wow. Maybe we front ran in a little bit
maybe we front ran in a little bit here wow here look at looky looky you see that crazy
this is wild so maybe we're right here right maybe we're right here up down what has k2 been saying
a little bit up a little bit down right what i saying we got to fill in here fill in here
it's okay to buy now it's okay to buy now especially when we line it up when we're
lining it up with like the sentiment,
right?
Tariff's going to come out tomorrow,
right?
So like,
okay,
cool.
We got emancipation day or whatever.
Fucking,
I don't know.
Like,
what is he calling it today?
Like,
what does he call it tomorrow?
Fucking April 2nd,
April 2nd,
April 2nd.
I don't know,
man.
This stuff is so stupid.
Everyone makes fun of them.
Let me see.
What is tomorrow called?
I'm going to need to know it anyway.
I need to know it.
Liberation Day.
There we go.
Tomorrow's Liberation Day.
So it's like Liberation Day.
Knowing this is going to have a negative reaction. Boom day we're gonna dump i'm calling it the next couple days
we're gonna dump i'm gonna liberate liberate the bottom out of bitcoin but again like you guys like
pay attention to what's going on here pay attention because then because now in the first hundred days he's going to get all
the news out all the news we're going to know where we're headed for bitcoin we're going to
know where we're headed for crypto you see the stable coin legislation each and every single day
we're going to know where we're headed like in the we're just we we ripped the band-aid off cool right and so now tomorrow like market
market's good today i think today's like april fool's pump just me just me but like we're right
like boom so it's like we go up a little bit you know cool so it's like in april 2021 bitcoin went
over and then went to 65
000 so like maybe maybe we get to that like that 120 to 140 range that would be pretty awesome
that'd be pretty awesome i'm just saying like keep an eye out for this stuff so it's like
when you're when you're going back to your projects you know and you've got k2's like
conviction bags here you know i love the fog the FWOG, FWOG, a PopCat team.
They do some cool shit, you know?
Awesome here.
You got like the Paragon guys.
They're building.
QBX, building.
Hourglass.
I honestly don't have a fucking clue what those guys are doing.
Pump it.
Mm-hmm.
I don't know.
I like it.
Cool meme.
I like a good meme.
Building a cool community there keep an eye
on it patriot dude these don't sleep on these guys gatsby also don't remember so okay he got me a
couple times hand up don't remember ticker bitcoin if you ever count out more light jahan and those
guys i think you're crazy
i think you're absolutely nuts you know they're building blockchain on bear chain
don't sleep on these guys don't sleep on these guys they're
like don't sleep on these guys foolish if you sleep on these guys
test there's just something i think that this honestly man i think that test is just like
cz's toy so like it went up to a couple hundred million i don't know keep an eye out keep an eye
out right it's entry like again these are just too big of too big of a treasury like they have
they have more in their treasury than they do they have more in their treasury than they do
they have more in their treasury than they do market cap okay do the math do the math no for
those of you that are out there they're not going to foolishly pump their chart but i know that they
have some cool stuff coming up i know that the mixie team's got some stuff with them you're
going to see them on the spaces we like that we're going to see them on the spaces
um world mobile token we're going to get mickey on the spaces as well to chop
it up with him um and maybe he'll come on like k2 and chill as well you know he'll let me whisper
in his ear come on here for a little bit you know iota is an interesting one so like for those like
boom iota on this one every four years they seem to do this crazy thing so it's like you 2017 2021 now you see kind of why
i'm bullish on it 2025 they're going to be doing a rebrand doing all some crazy shit so like they're
like 17 cents right now like i said i think i'm in at 12 i'm in at 12 and the where i'm looking
for these guys anywhere between like 60 to 80 80 cents they go above
that awesome if they go above that awesome but i'm looking at like i'm looking for like a five
yeah six to seven x on this one um
don't cut them out don't cut them out something about a project that's been here for
i mean shit eight, eight years?
Eight years?
You guys have been in it as long as I've been in crypto.
Granted, I got into crypto.
I got into crypto right here.
Oh, no, that's right.
Back here.
March.
March of 2017 is when K2 got into crypto.
Man. Can't see it. K2 got into crypto. Me.
Can't see it.
But I'm like, back that way.
All right.
Before we take a quick break,
because I got to use the restroom.
I think Dave's going to come on and chop it up with us for a little bit.
What's going on on X?
What's happening on X?
Anything?
See my feeds? People slide to my dms
see here i'll give jakey credit man like he's this dude he does content he does it well i like that elon musk a lot of elon musk stuff granted like it's my explore page
we'll see explore for you bitcoin reclaims 85 000 yeah like that's cool we can uh we can get
excited about that i honestly think it's kind of a nothing burger like i said we already know how i
feel right mastercard develops blockchain payment system so like this will be one that like i like
they probably get into a little bit like i think that like mastercard visa discover gone gone like
a freight train um and um thing is is like these guys make a lot of money visa mastercard like 50
like profit on everything that they do every time you swipe your card these guys are
all up in your shit and they're making a lot of money and the thing is is like the like the money
that these guys make is a non-negotiable so I got it like I do a lot in the payment processing space
financial infrastructure all these things I do a lot with that stuff and these guys
trust me their way of life is being threatened right now visa mastercard don't get fooled by
this stuff don't get fooled by this stuff these guys like cool it's bullish that people who use
this but on the flip side on the flip side visa mastercard they're doing this to save their ass
so let's just keep an eye on okay let's just keep an eye on this kind of stuff but
you know again i'm kind of like coming at this from like two different directions
is that like direction one i think this is really cool because it just exposes more people to our
industry but this doesn't mean that they're gonna be educated right like i think we get excited for
all the wrong reasons on this stuff is they're
like oh my god 3.5 billion wow like this is flashy like this shit isn't pumping bitcoin
it's not pumping bitcoin like we got a long way to go before these 3.5 billion people care
this is more of a mastercard headline than it is anything they're like this is like a this is like
mastercard like hey i'm a cool mom you know like you'll hear me refer to this stuff a lot like i said like a
cool mom you know or like a cool dad like hey i'm hip i'm cool and do this stuff um i don't buy it
i don't buy a grayscale files for etf including i mean awesome cool like the thing is it's like this is so interestingly
enough is et like some people are not bullish on etfs so like let's see here let's go back to my
chat gptk2 um are etfs a good thing a bad thing for crypto
they're generally a good thing for crypto a few nuance here so okay legitimacy cool yep so they
like it exposes us to a base liquidity cons centralization paper bitcoin risk etfs shares
don't move bitcoin so i said right don't move it don't move it volatility
risk etfs are bullish for adoption of price but they can dilute crypto's original decentral okay
so that's the thing um want the alpha angle yes so we'll do that we'll like have it tell me a
little bit more um so they want like grayscale digital like what are we talking about sec form three so
like gafford dell stars well we're gonna talk some sports here
shortly binance halcy is like this is interesting like usdt they're coming after usdt it's like i
think honestly you're gonna see more of. It's like, I think honestly,
you're going to see more of this.
Keep an eye out.
Keep an eye out.
Like as stable coins start to become a thing,
like we're going to take notes,
take notes on this.
If you're somebody who's paying attention,
one of the few people that's like,
you know,
oh my God,
like pay attention to what's going on here.
Like USDT,
obviously they have their own,
they have their own issues,
right?
Like they,
are they, are they transparent have their own issues right like they are they are
they transparent with their proof of reserves depends on who you believe depends on who you
believe um you know the europe you know like they've got their own like it's crazy like the
meeker rules um we could dive more into that like maybe one of these days like i'll bring my partner on and we can talk like we can talk all digs fed tech payments moving money why it matters um i think
honestly some of you guys find that interesting uh thing is though as more stable coins come out
the concern here's the concern about the people like the like each other team, USDC team. And I know this like spoke a couple of days ago with the current executive
team of tether.
And they are nervous because now the government started to get involved in
this.
They're starting like,
like the regular regulations is a good thing,
right?
The regulations,
like,
like it's a good thing in the sense that like it,
in order to get the really,
really big money in the space, you need to have some, you need to know what really really big money in the space you need to have
some you need to know what the rules are man like you need to know like who does the screwing how
does the screwing work and then if you get screwed what is your recourse like you got to know this
stuff right like you've got to know this stuff um but then the thing is is that um
the thing the more the government gets involved like you saw world liberty do the usd one like
i've been telling you guys that for a while it's the worst kept secret in the world um you know
like the like shout out to world liberty love those guys obviously family when it comes to mixy um
been riding with those guys for a long time love seeing them win um but it's a sign it's a sign
that like once the government gets in here like there's going to be rules and they just like the
people like hey tether tether has like it's very not well kept secret that tether uh does their own thing so just keep an eye as to what happens
with tether the more that maybe it fades away i don't know maybe it fades away i think so i think
it might um so yeah finance halting i mean the europe's always been interesting with that so we got that um
superman fidelity cool cool we're just getting hype we're getting hype any dj news tate
tate brothers private jet that was leased this morning for their flight to the bye
why do we care um i guess like why do we care is'm the one that's based on my shit
so April Fool's
blah blah blah
so we got what President Trump
tariffs against China China China
I'm ending all the tariffs
haha that's a good one April Fool's
I'm not buying that
could you imagine this is the thing.
It's like, I wonder, did
DJT say that? Real DJT.
Real Donald.
Donald Trump. Real. Damn.
Iran. Okay.
Yeah.
Nope.
Give us a candidate.
Nothing.
Nothing.
Nothing.
Luke Lally. Maybe he a candidate. Nothing. Nothing, nothing, nothing. Luke Lally.
Maybe he's, maybe, I bet you he said it on truth.
I bet you he said it on truth social.
That'd be an interesting thing.
Secretary Pete Hegseth.
This dude's like slicked back.
All that kind of shit.
I think that's crazy.
Let's see, anything on the block
no the block.io you know i i put it in my browser once a while back the wrong address and uh
now i need to i need to clear it from my from my cache so that doesn't do that so bio protocol
launches v1 upgrade to power D side research.
So this is an interesting one.
So decentralized science.
So we're talking about like the funding of research on this kind of stuff.
So like bio token utility.
Okay.
So like,
I think it's probably like a,
it's an exclusive.
So like decentralized science,
like bio protocol unveils first major upgrade on base in Solana to improve
research funding.
So the cool thing about decentralized science is that,
so like people who are out here doing research um like i'm big into health and
wellness um so like it's hard to get funding it's a pain in the ass get funding comes with a lot of
strings uh peer-reviewed articles all this kind of stuff we can we'll dive we'll do deep dive into
decide one of these days um but keep an eye on this stuff keep an eye on dsi keep us like on like
biotech because you hear david and i we've talked about this stuff we've talked about
centralized like we've talked about like biotech stocks uh you i i dabble a little bit in the
public markets i got some stuff working in the public markets right now. Keep an eye on that up to something season,
as you can talk about.
But biotech stocks,
I mean, overnight,
they will do 10,000 exits.
And it's only a matter of time.
Biotech stocks are the meme coins,
or for the longest time,
the meme coins of the stock market.
Come out of nowhere,
billion dollars the next day. Come out of nowhere,
billion dollars the next day.
Is it real?
Is it otherwise?
Don't know.
Don't know.
And,
you know,
oh yeah,
got to do like,
yeah.
So she'll let me link,
huh?
Interesting.
Give me a bag of link and I'll talk about it on here.
Simple as that.
I can do that.
I'm down.
You know,
but like bio, bio, like biotech stuff like tokens like that i it's only a matter of time before you see
biotech people pumping meme coins these guys just liquidity all over the place so you know i think
that's interesting um bitcoin mining cool so like we're going to space you love that it's just slow man slow slow
slow news days really not much i don't really care about the crypto hires gamestop hits reset
button uh-oh what's going on here so we're like remember people were crazy about gamestop so
gamestop's issuing 1.3 billion in convertible
notes to fund a corporate bitcoin treasury okay interesting investors remain divided
all right worry about stock dilution come to chase their financials gamestop's making a high
say okay cool so immediately yep clearly sees the model okay so take a mediocre business issue you have to buy bitcoin and pray
the price goes up wow i mean cool what a novel thing to say i would say the same i would say the
same thing right um how is it any different than buying the stock um cool like buy call like okay
cool so i buy stock in this mediocre business and hope that the price goes up. Wow. We do this.
All this lies in the intent.
GameStop's largely been unprofitable.
All right.
So cool.
Back the intent.
You're still floundering with now.
Company owns a lot of Bitcoin.
If it works,
genius move.
it doesn't.
You're still floundering.
Okay.
So like,
so like to me,
like there's like,
there's like,
where's the downside in this?
Like,
so like,
so he's even saying it's a mediocre business.
It's a mediocre business trying to get unmediocre
to come up with other ways to make money.
Like, what, two negatives make a positive, right?
So it's like, yeah, like, what's the outside?
You buy Bitcoin, it goes down.
Cool, the stock price is going to go down either way
because it's a mediocre business according to this guy.
Like, what a weird thing to say.
Like, mediocre, mediocre. according to this guy like what a weird thing to say um like mediocre mediocre like it's it's
the guy sounds like somebody who's in like a meme coin chat or like a telegram chat like devs do
something and then the devs do something and they're the first ones to criticize the move
like that's the funny part right it's like oh man how dare they do something oh but then when you do
something okay you didn't do the right thing well then offer something up well it's like oh man how dare they do something oh but then when you do something okay you didn't
do the right thing well then offer something up well it's not my job like
lord lord have mercy so keep going all right blah blah blah I don't really care about that stuff
all right cool let's see see drops ripple it's a lot of old news like whoa well this isn't gonna i don't think
this is a i don't think this is an april fool's headline this isn't gonna help the nfc years
background you know what i mean like this isn't gonna help the uh i know
you know what i mean like this isn't going to help the uh
it's funny i just got a text message i asked my partner hey did we get a response from xyz project
he responds with yes like maybe elaborate a little bit maybe elaborate a little bit like
hey did we hear back from this project like a project that i'm going to consult probably talk
about it on here probably talk about it on here. Probably talk about it on here.
Break it down a little bit.
Make it make sense.
Just like, come on.
Give me some clarity.
Give me something to work with.
Give me something to work with.
Anyway, back to this.
So Bybit Shutter's NFT marketplace.
So, okay.
So now Bybit,
they get hacked for $1.4 billion
and then they throw in the towel on NFTs.
Interesting. they get hacked for 1.4 billion dollars and then they throw in the towel on nfts interesting by bits closing its nft marketplace mark for not damn damn i don't know this is not good this is not good for the uh nfts are back crowd
dap radar interesting so by so by bits out so let's just let's check it
blur.io where we at okay who's the top let's go to the top pudgies okay so pudges i think
they're i think they were like double triple triple um
all right so we've got what board apes 15 eath man everybody's down bad like mladies three eath
so it's kind of crazy so go punchy penguins are like what eighteen thousand dollars
$18,000.
Bored Avis around $25,000.
Doodles around $45,000.
Seven day.
I mean, they seem to be holding a little bit.
Get the apes that are up a little bit.
But yeah, I mean, I guess all in all,
all in all,
we're not bullish on NF're not bullish on nfts
anymore so buy bits out buy bits out on nfts um you know i think um uh you know i think when it
comes to you know nfts i think the way that we saw them last cycle i think is probably going to be
few and far between i think eventually what we're going to do is we're going to transition to like
lower cost nfts um like in-game assets and like to like used in the way that we want them to be used
just my take on it that's my take on it i think that you know i think like here's the thing nfts will end up being probably like the the most crucial um component to this whole crypto blockchain sphere um yet at the same time
you know i think we got a little bit ahead of ourselves with regard to how we implemented
that kind of stuff um i don't know that's just me um so we'll see so tokenized equities will
dwarf stable coins tell me more tell me more so tokenized equities so this stuff this stuff
kind of interests me so like the reason why this stuff interests me is that the more we can bring trad fi stuff into our world tokenize it give exposure it just pumps
more money into our space it's like i cannot emphasize how much how early all of you are
and i know here's the thing we've been doing this now for what, 16 years, 17 years. And they're like, we're always talking about how early we are.
Truth is when we're playing the long game,
this is going to be stuff that's around like, like blockchain, crypto,
can be around hundreds of years from now.
Like when we're dust or when we're like little, like, um,
altered carbon discs, just getting reused over and over again.
Is this stuff like we're going to look
back on like when michael saylor's right and bitcoin's a million dollars a million billion
dollars and everyone's just got so much money so much freaking money is you're going to be mad at
yourself because you were in your feelings every single day talking about this stuff when the
entire market takes off like
ethereum is going to go back to four thousand dollars ethereum is going to go to six thousand
dollars it's going to go to ten thousand dollars i even go to 15 i can go higher i don't know
solana is going to do solana things right you know it's going to play with your heartstrings
it's going to go back up to 296 it's going to go to 300 it's going to go to 500 000
it's you got to keep your shit together now play the long game play five years like everything that $366. It's going to go to $300. It's going to go to $500. $1,000.
You've got to keep your shit together now.
Play the long game. Play five years.
Everything that you told me, I was showing you a chart.
I was showing you guys the answers to the test.
Showing you guys the answers to the test.
This is why I'm bullish on it.
You have to dig beneath the surface and everything and then figure it from there.
It's like, okay, cool. Kraken co-ceo origin seti um so the tokenized equities are going to
become much larger than stable coins that's a rich thing to say it's the first thing to say
i'm big on stable coins big on stable coins shout out world liberty usd one big on stable coins
the exchange's recent move to acquire futures trading platform
ninja trader ninja trader it's like a case like if you trade stocks trade futures stuff like that
i'll have to get minx on here sometimes she can tell me about ninja trader it's part of its desire
to bridge trad fi and crypto um sweet finally that's what i'm talking about
cool so we've got okay cool so while stable while stable coins have clearly found one of the strongest product market fits in crypto no uh tokenized equities will become far larger
according to argent so how do we start thinking about new structured products
leveraging crypto liquidity rails so it's like what tokenized biotech stocks dang if i was to
tell david because i think he's like running around right now he's doing important things
i was to tell david we could tokenize biotech stocks dude's gonna lose his mind
dude's gonna lose his mind even more than he does. We're going to tokenize biotech stocks. Okay?
Tokenize biotech stocks.
Okay, so we are looking, looking.
So I'm saying something he said positive.
He is positive about tokenized equities,
not just about their transparency,
their speed 24-7.
And I'm just like, bam, stay up.
First time I used this mic in a long time.
It keeps me liking my radio radio voice this is like my phone
sex operator voice i'm gonna start charging like five dollars a minute to talk to people
so he mentioned he mentioned that in the uk and europe there isn't the same access to traditional
style american products okay we like that so by the time that you want to get access to a financial
product we're used in the u.s without friction you're bludgeoned along the way
where you're like i don't really want to do it i said okay it's a u.s retail future okay
1.5 billion i'm gonna dig into this a little bit i'm gonna dig in this like if you want to get
access to an 11% pod a thousand bucks somewhere rolled out
interesting so i'm to dig into this.
For those of you that are hanging out with me,
I'm going to dig into this a little bit more.
We're going to tokenize equities.
We're going to see where Arjun's at.
We're going to see...
Why'd you say that?
Why'd you say that?
What made you say that?
Who hurt you?
Or who didn't hurt you?
We're going to find out.
All right. Backpack. Interesting. Okay. So I love these headlines. Multiple altcoins suddenly crash on Binance. Oh, ACT loses 50% percent in minutes several tokens okay so why
okay basket of coins so what we had a big whale it goes a holla banners lumia test
correlated changes like leveraging platform essentially crypto is changing blah blah
we do okay cool so like it's nothing burger like a headline that doesn't tell us anything or essentially crypto is changing. What do you do? Okay, cool.
So like it's nothing burger,
like a headline that doesn't tell us anything.
Cool.
That's how you know it's a slow news day.
Slow news day in the cryptosphere.
So, all right, we're going to take a quick break.
Frank, we're going to take a quick break.
You guys can, if you always want to talk, you can.
I'm going to use the restroom.
Then we're going to get David on here.
We're going to talk about like sports betting stuff like that be right everybody left
me so i'll just come and hang out by myself Thank you. Thank you. ladies and gentlemen boys and girls the man myth the legend k2 has returned yeah that's
what we're talking about you like that yeah get into it ladies and gentlemen boys and girls children of all ages
i don't know if you're appropriate for children of all ages no i don't think so honestly
definitely no you gotta be an adult right like 18 and over like a solid 18 maybe like 21 plus
21 plus yeah i think that's when you can first start appreciating the the k2 theories
it's true although i wish you
know having a k2 when i was 18 you know could have been helpful you know good older brother vibes
uncle dad young uncle vibes kind of thing like yeah like like dad vibes stuff like that so like
david will be on here i'm like what a couple minutes is that we're kind of looking for yeah yeah cool about 20 minutes about 20 minutes ago so
you know i like that i like back let's uh all right let's like
let's go without them no it's good we'll see a coin telegraph
whoa bitcoiners sex traffic extortion okay we've got to check this one out what's going on here
cool this is like this is exactly how i start accumulating tabs so much i'm just like ding
ding ding ding ding ding um like hold on i'm just gonna close out a bunch of these
cool okay spend the night with bitcoin haulers have we reached the point where simply holding bitcoin
has gotten you to the the like virtual crypto influencers spend the night with big wow if there
was ever a reason to hold bitcoin is this one sun's taking a dark turn into chinese media link
your profile to a real life extortion case okay why
would you have it on you like when you're meeting up with these randos well i don't know i haven't
even gotten that far yet i'm only like that first sentence in so like march 21st scene of finance
reported that 2024 software engineer shangdu was ambushed and robbed by six bitcoin that's a lot
of money like half a million bucks right now a little bit more almost almost almost if bitcoin would ever go over a hundred thousand dollars it'd be six hundred
thousand dollars worth of bitcoin by a criminal gang posing as a female crypto trader but bitcoin
conger conger let's say the group has allegedly lured the victim through an x profile that
promised like this is exactly why you don't like if you've got measures requests in your x just don't just leave it alone like leave it alone you know like
this is honestly like i've got hundreds thousands it was like do this do this like just to think
like i guess the reason why they do that there's enough negative feedback there's enough negative
feedback out there that people have bit on that
stuff they go into it interesting it's okay so once the victim agreed to meet the perpetrators
reportedly used fabricated evidence to threaten the victim's reputation like okay cool you have
six bitcoin what what are you doing that you've like you've got this reputation i don't know
curious so boom got him for six bitcoin police are investigating the incident issued a public warning about similar scrams like
this stuff is crazy it's absolutely crazy so cool like don't do it don't do it
yo david are you are you there you there are you with us
no maybe if you are you are muted if you are you there? Are you there? Are you with us? No? Maybe. If you are, you are muted.
If you are, you are muted.
Oh, yeah. I'm here.
Okay. Welcome.
You just walked in on an interesting one.
You just walked in on an interesting one.
These guys, apparently,
apparently there's people posing
like
now, apparently,
if you like, it's just you got people that are they're stealing
bitcoin they're posing as like uh like you can spend the night with a crypto influencer
spend the night with a beat with a bitcoin holder and they're stealing bitcoin so it's like you know
like apparently a new pickup line is like hey i hold bitcoin you want to fuck? Really?
Yeah, they're doing it to steal Bitcoin, man.
So hold on, wait.
If they say they have Bitcoin,
how does that make it so the other person has Bitcoin for them to steal?
They just know.
They're sliding.
So you know on X,
how they have the message requests?
I'm just looking for
a friend of the opposite sex uh-huh i bet you this guy's like i i bet you he responded to a
message like that they took six bitcoin from him oh did you imagine though could you imagine
like having six bitcoin stolen from you like and wait and waiting the 45 minutes it would take to
get to their wallet.
Yeah, but how did they steal it?
Like they pulled a gun on him or what happened? I don't know, man.
I just said it was like a criminal gang
posing as a female crypto trader.
And so then
they extorted him.
We're going to threaten the victim's reputation.
If you were to threaten my reputation,
I'd be like, I don't give a fuck.
Yeah, bro, you ain't getting my Bitcoin.
You could,
you could point a gun at me.
You're not,
you better pull the trigger.
Don't miss.
What are you going to do?
Post a dick pic on the internet.
Go ahead.
Go ahead.
You know,
do me justice.
Don't do me justice.
I don't care.
So March 20th,
they posted a message on X.
What's up?
I was going to say,
just make sure you tag me.
Get me some followers out.
Right.
Right, man.
Right.
All right.
I saw another one.
There was another one recently.
I forgot.
I think she was an OnlyFans creator or some other type of adult actress.
And people tried to rob her.
And she ended up shooting back.
And, like, they ran away.
Damn. Yeah, it was one of the popular ones too damn all right so i got flights volatile traders got all that they're going after the big
bag holders but wasn't it like that last cycle too like weren't there a lot of you know crazy
crazy incidents of people trying to steal crypto i mean i think it's all the time
like just don't like if you've got like you know like don't talk about it right like russian
premier league nfts come webc fantasy football so speaking of i want to talk a little bit of like
a little bit of sports what's your what's like your go-to site for like sports betting oh man
i've got i've got a few of them but the crazy thing is recently I've been using I've been using some of these AIs like I'm actually using chat GPT and going back and forth and asking it to picks and parlays. There's covers.com. And I'll always go
to those to see which the most confident bets are, the most confident picks, just what the majority
are saying. If everybody's saying the same thing that this team is going to win, I'll usually stay
away from that. I like to stay away from from the hype games unless it's the dodgers or
unless it's khabib or makachev fighting or you know something where i would i would put like
like a liver on like one of my organs but yeah it's crazy ai is is nuts when it comes to this
like it it can pull up the analytics from, you know, their entire
career and see patterns that we can't see. But, you know, when it comes to baseball, obviously,
I like to, you know, home favorites have a higher percentage of winning in baseball than like any
other sport. There's usually a 50-50 mix of like underdogs and favorites that win in baseball. So
I'll look at away teams that are under baseball so i'll look at away teams that are
underdogs i'll look at home teams that are favorites um i don't know never really never
really got as much into hockey waiting for football to come back but yeah you're big in that
so like are you because like what you you bet in the dodgers last night right yeah yeah i mean
you put five you put five thousand dollars down on the dodgers
i publicly put five thousand yeah you did you publicly put five thousand so it's just like
what was it we go usually it's a little more yeah usually a little bit more so we got a david 10x
boom david 10x yesterday publicly hey look it's me uh publicly david 10x where where okay cool so yeah 50 000 oh shit
look at that five grand boom smacked it right you won what what 2200 right 2250
yeah yeah from that one 250 off the dot yeah not a bad first bet of the season on baseball
season's just getting started. You still got it.
Okay.
So where are we going today?
Because you're rolling that over, right?
So you're putting 7,200 today?
Yep.
7,250 on something.
I don't even know what.
Really?
Okay.
Really?
It's like I'm looking.
It's interesting because it's like I'm not feeling the Dodgers tonight.
I think Dodgers get their first L.
So like you got Chris Sale, like the ace.
Yeah.
Chris Sale at Boston was – I don't know.
I haven't seen him play like he did before he got –
Dude, he won the Cy Young last year.
Yeah, I know.
He was that MF-er.
He was bad.
He was a bad, bad dude last year. So like Chris – like last year, i know he was he was that mfer he was bad he was a bad bad dude last year
so like chris like last year 18 and 3 with the two point yeah i am not betting against that this time
yeah yeah exactly there's there's certain yeah there's certain games where as good as it looks
you just have a feeling about it there's one thing that just pops out at you and there's so many other
games and then another thing patterns patterns are a big part like there's very rarely will like baseball it's
in series they're always going to play two or three sometimes four games very rarely will a
team win all four of them or every single game so you know one team wins one day the next day
if that team has a better pitcher the home team or the other team might not have
as good of a pitcher they might breast a few batters you always want to check the lineups
you know you want to you want to look into it and not just say hey this team's good this team's bad
i'm gonna bet the good team so like the you got minnesota minus 165 like this is an interesting
one yeah because the whitex smashed them yesterday.
Yeah, but the White Sox are supposed to suck.
You know what I mean?
I don't know.
The White Sox, they used to suck.
They used to be one of the worst teams,
but they've got a lot of really young, talented players.
They just don't have every part.
They don't have a complete team.
I don't think they have like the full set of pitching.
If any of their players get injured, it's going to, they're going to feel.
Do you like, do you bet futures at all?
Like, do you ever just throw some money in the futures?
Yeah.
Usually with football last season, it was teams winning the division teams,
you know, getting to the championship of either the the efc or the nfc got pretty lucky
because i did one on uh the minnesota vikings when they were like plus 600 and it ended up being
them versus the lions and i got to go i got to full send on the lions so you know that one worked
out yeah no that's i like that because i'm like so they so the was it the white socks had the
lowest win prediction in the history of and like yo they're already two wins closer
i don't know man like i'm i was thinking about that i was thinking to shoot you a text message
i'm like man you might need a might i wonder if they adjusted that already like i wonder if that
line's gone it i would i would think so like those lines are always always moving just like
you know during a game uh live betting the line's always changing depending on the score
those future bets are always changing depending on the team's record. Mm-hmm.
Because I'm looking at, like, you got the Rays.
No, I kind of – I like the Yankees,
but the line being that low against Arizona is one of those things
where it just looks nervous.
Like, Yankees are at home, and they're the underdog.
Well, because they got Corbin Burnt, so the ace for the Diamondbacks.
Yeah.
Yeah, that's true.
But, I mean, Arizona, I never really thought they were that good of a team.
But their good bats right now are just average players.
And you're going up against a Yankee that's probably got the second most stacked batting lineup in the league.
batting lineup in the league and what we're looking for right now is that conviction play
to put 7200 on yeah yeah so it's like we gotta know we gotta know so the the one that i thought
was interesting believe it or not is this one think of the Marlins at home with their ace, Alcantara.
Yep.
And yesterday, the Mets embarrassed them.
Usually, like, the Marlins are good.
The Marlins usually suck against everybody
except the few select teams.
Like, every season, those teams kind of change.
Like, the past two seasons, they have just dogged Philly.
And there's been times where they have just dogged Philly. There's
been times where they absolutely dogged the
Mets. I think who did the Mets
have? They had DeGrom pitching yesterday.
No, DeGrom is in the Rangers
now. Is he?
So then DeGrom was pitching for the Rangers
yesterday.
Yes, two days ago.
Two days ago because they got worked.
Yeah, yesterday. Cincinnati was the got worked. Yeah, yesterday.
They got – and Cincinnati was the underdog.
Yeah, Cincinnati dog walks them yesterday.
Cincinnati put a 14 on them yesterday.
Cincinnati is one of those teams –
I look at Cincinnati, St. Louis, and a couple like Washington.
There's a few teams that after the All-Star break, like midseason,
they just heat up so bad they they heat
up a lot so i'm like these guys like this is one if i was to pick a game i'd pick st louis at home
yeah yeah like st louis at home minus 150 like sure the angels are okay. We're going to fall off.
I don't know.
The Angels have always been
Otani and Mike Trout
up until a few years ago
when the Dodgers got Otani
and Trout just kind of fell off.
But I don't know.
They don't really have anybody.
I guess they have...
Who are they?
Trout is still Trout. But the same looks more complete. they don't really have anybody i guess they have who are they yeah you know trout still trout but
well it's more complete you know i wonder like do you think trout like i'm wondering if like
trout's at a point in his career where like i don't know if he's going to be in a hall of fame or not
he's starting like he's getting hurt a lot i just want to see him put together a full season
we'll see yeah yeah he i he's definitely not going to get back to his former glory, but I think he'll still make the Hall of Fame.
I hope so.
The Rushville Rocket.
Yeah, I mean, honestly, if I was, like, gunned ahead,
somebody's like, yeah, you need to figure this out,
I'd put my money in the Cardinals.
Cardinals at home, playing good baseball.
You know, I also like Toronto a lot, too.
Even though they beat washington bad
yesterday washington usually is not a first half of the season kind of team and they're they're
not meant to win this year they're not built to win right right so like that one you know ever
said they got rid of soto like when they got rid of that year where they got rid of a lot of their
all-stars they basically gave up and they're kind of in rebuild mode
yeah man well because they've got they gave up
on like Soto's gone
Harper's gone
they lost shit
who is the other dude
Scherzer but no no
Scherzer's gone Scherzer
Scherzer is actually in Toronto
he's hurt
he is in Toronto okay yeah because I saw sure sure's your left yeah I like Toronto
like I've I've been a fan of Toronto for I wanted at least four years like they they were that young
scrappy team and recently they've been putting together like they're they're going for a
championship they've got a lot of money, too.
Like, that's the interesting thing.
So, like, this is – who's the one I'm thinking of?
Roster, second baseman, I think.
Yeah, and Canada just – Canada needs a team that can compete in America.
I mean, all they got is hockey.
Yeah.
Trey Turner, he was a –
Yeah, he was –
He's a baller, bro.
Where is he? Last time I checked, he was he was he's a baller bro where where is he last time i checked he was
on he's the phillies yes he was yeah dodgers couple years ago phillies yeah he's getting
i also like uh san francisco to beat the astros
really away yeah the astros aren't those guys anymore Astros. Really? Away? Yeah.
The Astros aren't those guys anymore.
Altuve, man.
They got Altuve,
they got Alvarez, and that's about it.
Pesky.
I think the Padres are going to
sweep Cleveland this series.
The fathers? Yeah. yeah heavenly father don't they're nasty though because like they're healthy
too yeah yeah because they're they're competing with the Dodgers like you know it it's hard you
gotta you gotta bring your a game just to keep that, you know, that, that win record close to,
I didn't realize that they're both undefeated.
So there's two undefeated teams. Yep. Dodgers Padres. Yep. Dang.
Yeah. Yep. Padres Padres are going to get it tonight. You know what?
I might, I might be DJ and just put the whole 72 50 on a three pick and try to
just rack up 50 grand tonight wow yeah that would be that
would be pretty wild anything in the nba looking like let me let me pull it up there's a there's
a few i i hate spreads one thing that i like to do money line i like to yeah i like i like to
live bet the nba games more than I like to take a team beforehand.
Unless it's an underdog.
And I think the game is going to be really close.
And that line is going to drop.
But I don't know.
Because I'm worried about the Bucs.
I think they're in the process of kind of figuring their shit out with Dame down.
So Dame, done.
Probably for the season.
Right. But I mean, you know,
Suns have Durant out, so.
Yeah, I like it. I like Atlanta.
I would
full send Atlanta.
Yep. Atlanta at
home against Portland. I'm taking Atlanta.
I like
Knicks all day long.
Dude, this got bet down this morning
When I was looking at it, it was at 14 and a half
So it's getting bet down a little bit
I mean, you know
14 points in a game
Is a big number
When the spread's that big
I really take a close look at the defense
And the matchups
More so than the scoring
Yeah, I'm not touching because like like what
you're like do you bet on a spread in the nba no you know i'd like i like the nuggets too
nuggets are minus three and a half against the timberwolves um three any anywhere from two to
four points like those are what i'm more comfortable taking the favorite with the spread.
Anything else, it's just, you know, it's a nail-biter because basketball is one of those games where you can –
the favorite could be winning the entire game.
They could be up by ten points with five minutes left, and then all of a sudden they lose by two or they only win by two.
Yeah.
Yeah, man. then all of a sudden they lose by two or they only win by two and you've got four yeah man well
then you got because like you know we've got college ball tonight too really we've got some
college basketball what's the nit tonight or something like that or what's going on
uh yeah we've got a few championship games college basketball crown we've got a few championship games, college basketball crown. We've got the NIT.
Yeah, those are the two major tournaments happening.
Saturday.
Yeah, Saturday you get the final four.
Yep.
Yep.
I actually like an underdog on today, too.
We got Chattanooga versus Loyola Chicago.
I think Chattanooga is actually going to beat them by half.
It's like men's NIT.
North Texas.
Shout out North Texas.
Yep.
North Texas, when it was college football, that was a team that they –
their defense is awful, but those guys put up points.
Really?
Yeah.
North Texas, they were ballers.
USC.
Really? USC's in the NIT?
Is this the NIT or is it a different tournament?
What's going on here?
College basketball crown.
College basketball crown?
Yeah, which I think that's teams that aren't in the NIT.
Is this it?
No, that's a different website.
Is this?
We got Villanova against colorado too i
actually and actually i've always liked villanova but i have a feeling it's going to be a very very
close game and colorado might pull it out dude villanova is interesting because they're not the same team that they were like a couple
of years ago,
like perennial,
like,
cause like their coach retired.
Right.
Exactly.
Exactly.
And now they're like,
what do we do,
bro?
What are you like?
What are we doing here?
Yep.
And that was interesting.
Yep.
I'm looking at the brackets.
I think Butler is going to be Boise.
Yeah.
I like Butler.
Nebraska. Interesting. I'm a be Boise. Yeah, I like Butler. Nebraska, interesting.
I'm a Big Ten guy.
Yeah.
I don't know if you're my town's been good.
You know what's crazy?
They sucked.
When they had Patrick Ewing as their coach for the longest time,
they sucked.
They absolutely sucked.
I think the Big Ten is especially tough um the sec
is surprisingly really good this year obviously is illustrated by like they sent uh what you got
like florida in the final four you got four to two auburn it's like two sec teams in the final
four it's pretty good it's pretty good no big 10. so um i don't know if i'm going Nebraska over Georgetown.
That's where I'm going.
But like DePaul.
What time is that game tomorrow?
Nebraska.
It's a late one, bro.
830.
Excuse me.
What?
930 Eastern.
Jeez, dude.
Oh, wow.
Nebraska is a big favorite, too.
They're minus seven and a half.
See?
There you go.
See? K2. K2. No. Oh, wow. Nebraska is a big favorite too. They're minus seven and a half. See, there you go. See, K2.
Oh, wow. Boise is minus five and a half too.
Butler.
I don't know. Take the other done.
Full cent. Full cent, Butler.
I would take Butler with the line. Butler keeps it close no matter what. Even if they lose, it's a close game.
And I've seen them come back from 20, 25 point deficits
and just dog it out.
So you take Butler in the points?
Mm-hmm, yeah.
What I might do, I don't know.
Sometimes I like teasers when I want to get extra points.
Sometimes I'll buy it up but can
you can you tease on bc game i believe so yeah you can you can you can tease on there and they've
got all different types of teasers yeah that'd be a cool one that'd be a cool one like you can
do that so it's like man i didn't so are you gonna you think you're gonna get into some of
this college crown college basketball crown, Seth? Yeah.
I'm taking some of the – I might have to break up that 7,200 and just seven different bets,
1,000 bucks a piece, and then put the 250, parlay them all.
I don't know.
I'm going to do a little bit of thinking, still researching, but I've got a lot that I like.
I need to narrow that down.
It's like meme coins.
There are so many good ones out there.
You've got to pick the one that you have most conviction in.
Yeah.
That's interesting.
I'm looking at it right now.
Like UCF, Oregon State.
Colorado felt like they got robbed trying to get in.
I like Colorado over villanova yeah i like colorado too i like south like usc over tulane
mm-hmm i was just like i don't know man i don't think but like it's it's these tournaments
that get you because you're just like man there's no
way like what's the line on tulane and usc uh that one is usc minus seven and a half the biggest line
today is cincinnati and de paul cincinnati's minus ten and a half and that one just went up
earlier this morning they were minus nine and a. And I think it went up even more since there.
I could check when it opened.
I think it opened at like 7.
A lot of people have been betting Cincinnati.
I like Cincinnati pretty much every team.
Like Cincinnati, usually they're well-rounded.
Like they're never really a championship-level team,
but they're always going to be able to compete with whoever they play.
Yeah, I mean, they're pesky. Yeah.
Um, you know, interesting. Um, there's a, there's a couple of hockey, hockey games. I like too. Um,
I never liked betting against the Bruins at home, but Washington has been on a,
been on a tear. I think the Capitals are going to get the Bruins.
I like
the Lightning to beat the Islanders, but
I hate betting against
certain teams at home
because their fans are just crazy.
Their fans
are the kind of fans that will flip a car over.
You don't want to bet against them.
I think
the Blues will beat the Red Wings.
I like the over in Oilers
and Golden Knights, and that's a high total.
It's six and a half, so you're
going to need a lot of points in that game.
Are the Stars playing tonight?
Are the Stars playing at all? No Stars.
No, Stars aren't playing tonight.
Panthers.
Yeah, the Panthers against uh canadians canadians canadians canadians canadians yeah
i mean i i would always go with the panthers um but i know the panthers have been pretty good
this year they got a decent record yeah i mean what 44 and 26 we like that and
they're away so i don't know preds so like it's interesting because you've got the the bluejack
or i'm like the the utah hockey club i'm interested like i wonder what like what like what do you
think they're going to rename their team so like when they like when they're no longer the utah hockey club is that the um like the utah mormons
oh man i don't know um yeah the mormons mormons is a is a good option um
shit what what do they even have in utah like they got trees utah trees the mountains they
got like yeah the utah mountains there we go there we go the ski slopes i don't know the utah trees the mountains they got like yeah the utah mountains there we go there we go the ski
slopes i don't know the utah ski slopes i've gone skiing yeah yeah but then like the thing is is
like they need to have a bunch of like people like who are fans from miami and like uh-huh ski slopes
yep yeah or the snowboarders or maybe maybe you can do the Utah Yetis.
You know, you get a big, the Abominable Snowman.
The Utah Snowman.
That would be a very, very good-looking mascot.
You just have, like, you know, the snowman with the carrot nose
and the sticks for the arms.
Utah Blizzard?
That sounds better, but I would dunk on on them they would get more engagement on social
media if they became the snowman okay i could see it i could see it yeah definitely and then they
could sell their own brand of carrots like multiple revenue streams special nose carrots we think that like do we think that like our carrots are carrots going
to go up because of tariffs are we is this something that we're concerned about do we get
carrots from china that's chasie that do we get carrots if we did i would i would worry a little bit because i i don't know if they
could handle that journey like i ordered why is it giving me like two just give me two sets of
answers like chat dpt is like you're giving we're giving feedback in the new version just what like
it does that it asks you which one you like better i'm like motherfucker i like whichever one is is
right it's crazy it's got you seven two sets of data as well so it's just like 80 okay so okay
let me read this like so yes the u.s does import some carrots from china it's a relatively small
portion compared to the domestic production majority of carrots consumed in the u.s are
grown domestically especially in california which produces over 80 of the nation's carrots
interesting so california carrots interesting china's one of the nation's carrots. Interesting. So California carrots.
China's one of the world's largest producers of carrots overall.
It's crazy that we're talking about carrots.
We're talking about China.
Did you know at all that China was actually a large exporter of carrots?
Tariff those carrots, K2.
We got to tariff those carrots immediately.
Yeah.
Bring them back to California. Big, big tariff those carrots immediately. Yeah. Bring them back to California.
Big, big tariff on the carrots.
So what's fascinating, this is the weirdest thing about AI, right?
Okay.
So let's pay special attention here.
Primarily in California, which contributes 80% of the nation's carrot crops, especially in California, which produces 80%.
You see that? You see that? So hold on. They which produces 80%. You see
that? You see that?
They both say 80%.
Is it
80% or 85%?
It's
a good range. It's between 80% and 85%.
So not 80%.
They should just combine them and say 80-85.
I'm like making like,
because like,
it's so crazy.
Like this is where you got to be careful because it's,
it was telling me 80%,
which produces over 80%.
But then it also said 85%.
Like this is the crazy thing about ai you've got to like pay if
you're not paying attention it's gonna fuck you up yep it's gonna just look like this and then i'm
like are you sure i see i even fucked up here like i was like did you so is it 80 or 80 like i even
messed up i've got a question when it comes to this ai you know the statistic that's like 69 to 90
of all statistics are made up on the spot do you think ai is the same with those
hold on so to be fair it did say over 80 percent in the first one so why would you call out but
why would you call out the two separate numbers one of the reason we do okay maybe maybe one's
made up but like you say over and approximately so
like either way like then just like be consistent but i mean like we're guilty of that too where we
just choose like different levels of detail depending on like the sentence we're saying
you're right but we're humans and we're fallible are we not holding the AI to a higher standard? No, because right now it's trained mostly on like what we say in text and put in the internet.
So it'll sound a lot more like our stupidity.
Yeah, but doesn't the AI know that like that percentage of statistics are made up on the spot
and therefore needs to make up a certain amount of its statistics?
I think it's the one that made up the
statistic in the first place actually oh bro we're we're in we're in a fucking alternate universe
did you know someone recently like uh loaded up a fresh install of windows 98 and got um
the llama like self-hosted language model to run on windows 98 a windows 98 machine
is there any like significance to that like does that give the ai more like abilities or less you
know uh you know rules or something uh well i mean like a couple things it's like one it kind
of shows like we like how efficient like ai is getting with these
large language models so like one it kind of democratizes it a lot more so like people um
in you know other countries that don't have like the latest and greatest can like start using this
more locally um which is especially like cool too because like like, um, you know, how much they make and like average income levels are so much lower that even
like, you know, $5, like a $20 chat,
you could do subscription is like a lot and be able to like run it on their
own machine for free is a huge thing.
So now we can put like chat,
TVT tutors in like all the African schools that have like some of these old
machines that have been donated and given to them.
Also, it gives us a new
recycle use case. Rather than
destroying these machines, we can just
repurpose them to anybody
who needs them.
That's true.
That's true. All right, guys.
I got to hop out on another
call, but KTuesdays?
Love the space. Great. Great name too.
You like that K Tuesday? K Tuesday. Yep. Very, very fire.
But all right guys, I'll talk to you later off the stream.
Yeah, dude.
Yeah. I like it. All right.
So talking about that. I'll have Frank, this is a good that all that frank this is a good one man this
is a good one let's uh we'll wind it down we've been k tuesday you know a couple hours here
leaning into it so we're gonna come back we're just every tuesday right k tuesday is why we call
it k tuesday talk about what's on my mind so keep an eye on the market man keep an eye on the market
we'll dive in we'll have some more topics if topics. If there are things that you want to hear,
things that want me to dive in,
if you're a project that wants to be featured on here,
hit us up.
I'll dive in.
I will give my assessment.
I will educate.
I'm going to put it in K2 terms,
which is pretty simplified.
But thanks for coming to kick it with me.
This was a good time.
And see you back here next week.
Remember, every Monday through Friday, 9 a.m. and 10 a.m.
Eastern Standard Time, got the Meme Coin Morning Show.
It's a good time.
I like that.
It's fun.
At the same time, you get the Mixie Underground,
where they just talk about underground stuff.
And then at the same time,
there's a lot of things happening at the same time.
I just realized that I was repeating myself.
And yet also, Tuesdays, 12 p.m eastern standard time
okay tuesdays you guys stay beautiful we'll see on the flip side
