Latest / CRYPTO 101 / Crypto Rundown: AI & The Future of Crypto, Harvard Buys Ethereum, Meme Coin Winners

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Crypto Rundown: AI & The Future of Crypto, Harvard Buys Ethereum, Meme Coin Winners · CRYPTO 101

0:08
[SPEAKER_03]: All right everybody welcome back to the crypto 101 podcast presented by Gemini your bridge to the future of money We've got a fun crypto run down first one of the week here But we're gonna make it our best one of the week because we might not be back later in the week because we're actually all getting together Which in the old exciting but a lot of work to be done later in the week But I did since we're only gonna have one episode bring on two of our favorite analyst Brian and Joe are here
0:34
[SPEAKER_02]: guys welcome back to the show Brian you're on the most so Joe how have you been welcome back to the show what's going on I've been very excitedly working on our in-person event yeah but super exciting times even though the market might not reflect it
0:50
[SPEAKER_03]: Yeah, yeah, it's going to be a it's going to be a good event getting everybody getting the whole analyst team out together.
0:55
[SPEAKER_03]: So I guess if there is any breaking or monumental news, we could hop on and record something quick, but we're going to be pretty busy later in the week.
1:03
[SPEAKER_03]: Brian, how are you excited to get back together with the gang?
1:06
[SPEAKER_04]: Yeah, man.
1:07
[SPEAKER_04]: I'm real excited.
1:08
[SPEAKER_04]: We're going to be having our fair share of little powwiles and having a good time and I hope we have such like ripping news like the government's buying Bitcoin the whole time that we're forced to do an in-person rundown where like, you know, we're wearing our Bitcoin sweaters and hats so we could only we could only hope that's the case, but right now a choppy waters that's been kind of the word of the year right now.
1:34
[SPEAKER_03]: Yeah, choppy waters for all markets.
1:38
[SPEAKER_03]: I was watching some some Fox business and CNBC earlier.
1:42
[SPEAKER_03]: All markets are having a choppy day.
1:43
[SPEAKER_03]: Crypto no exception.
1:45
[SPEAKER_03]: We'll pull up the Coin Market cap.
1:47
[SPEAKER_03]: Just can see kind of a sea of red.
1:49
[SPEAKER_03]: Nothing too crazy necessarily in the last days.
1:53
[SPEAKER_03]: But overall, your seven day trend is a little mixed with some altcoins and Bitcoin.
1:59
[SPEAKER_03]: down on the downturn.
2:00
[SPEAKER_03]: Let's fear and greed index up to 13.
2:03
[SPEAKER_03]: We hit that across many metrics.
2:05
[SPEAKER_03]: There were some record breaking fear and greed index last week, which we covered.
2:10
[SPEAKER_03]: Joe, let's just get your take first, just kind of on the overall picture of the market whether it's fear and greed index or anything on CoinMarketCap.
2:17
[SPEAKER_03]: Is there anything that sticks out to you since you've last been on?
2:20
[SPEAKER_03]: You know, it's been about maybe like two weeks?
2:21
[SPEAKER_03]: So what do you feel overall?
2:24
[SPEAKER_02]: Yeah, I actually have it on the link on the next topic.
2:27
[SPEAKER_02]: But we could put it up, it kind of reflects my thoughts on the overall markets.
2:31
[SPEAKER_02]: It was a Bernstein analyst at said Bitcoin could be 156,000 cause it the weakest beer in history.
2:39
[SPEAKER_02]: But if you read Deeper and Article, it really peoplely put some thought on it.
2:43
[SPEAKER_02]: And it basically said that Bitcoin is truly not acting like a hedge against inflation as we hoped yet.
2:50
[SPEAKER_02]: It's acting like a risk on play for everyone.
2:54
[SPEAKER_02]: And that's kind of what it's playing out to be on a short term.
2:57
[SPEAKER_02]: So, but to his point, I still believe in the fundamentals of Bitcoin and I adopt a lot of his beliefs that we're still, there's nothing fundamentally changed by Bitcoin, but we're not seeing the gold hedge as we hope in the near term.
3:12
[SPEAKER_02]: So, yeah, that's kind of reflects my feelings, but as you can see there, the price prediction is still 100, if it's 6000 Bitcoin before the end of the year.
3:21
[SPEAKER_03]: Brian, any thoughts on the burns?
3:23
[SPEAKER_03]: You know what I saw?
3:24
[SPEAKER_03]: I saw some sweets about that.
3:25
[SPEAKER_03]: I thought it was courageous, at least, while everybody's drawing down and taking down their targets and the world's on fire for whatever everything from software to crypto to the large cap tech, a little contrarian take here.
3:40
[SPEAKER_04]: As we know, the contrarian take is more likely the correct take in a lot of different markets overall as much as we love it or hate it, you know, whenever we were ripping it all time high as I was drinking the cool it is much as anyone and was like, this is it, but you know, there's contrarian takes where we felt like, you know,
3:59
[SPEAKER_04]: a little over bought were correct and right now, you know, I think this is an interesting take.
4:05
[SPEAKER_04]: I'll take 156,000 Bitcoin this year.
4:08
[SPEAKER_04]: I definitely see a path where that happens.
4:11
[SPEAKER_04]: You know, we've seen some interesting things come out recently about the Clarity Act and how that could get done here in the next few months.
4:19
[SPEAKER_04]: So there's a lot of catalysts to get us there, but right now, all asset classes, like you said at the beginning are
4:28
[SPEAKER_04]: crypto.
4:29
[SPEAKER_04]: I think the only thing up as of today was like, like, bond yields in the USD.
4:36
[SPEAKER_04]: So and it doesn't feel, crypto doesn't feel like to me, at least my personal sentiment right now.
4:44
[SPEAKER_04]: I mean, the top coin right now is up 8% on 24 hours.
4:49
[SPEAKER_04]: So it's a lot of things feel flat, lot of feel things feel choppy.
4:54
[SPEAKER_04]: And I think we'll be like this for a while and again, give us some good opportunity out there because there are catalysts like you have up on the screen right now with a 62% chance.
5:05
[SPEAKER_04]: Maybe a bump up from what it was last week wasn't like 52 or 55.
5:10
[SPEAKER_03]: It was bouncing around at Kiss 62 on Friday and then it's been bouncing around on the week from 53 to 62.
5:17
[SPEAKER_03]: So above, above 50% chance for the week and then you know trending, I don't know if you want to do technical analysis on the polymarket chart, but it keeps happening some high support there looking for a breakout.
5:29
[SPEAKER_04]: Yeah, I mean, there's obviously some people out there that are saying that they're going to work this out and I'm going to put faith in a lot of the head players of this to make this happen and push us to next levels because it's absolutely a huge catalyst for us to get there and you know, it'll change the sentiment overall and we could we could really catch some steam, but right now.
5:52
[SPEAKER_04]: I feel a little choppy and I think we'll get a chop for a little while, but it doesn't feel as extreme fear.
6:00
[SPEAKER_04]: The retail side of things as it did last week feels like everyone's kind of getting numbed up a little bit.
6:05
[SPEAKER_04]: You know, the people at left left and now we're here and we're all trying to move up to that next spot.
6:12
[SPEAKER_03]: Yeah, I think we're trying to figure out where to put this on the sheet.
6:17
[SPEAKER_03]: And somebody's vibrating phones coming through their mic.
6:19
[SPEAKER_03]: But we're trying to figure out where to put the vibrating.
6:22
[SPEAKER_03]: Sorry, trying to put the AI thing.
6:24
[SPEAKER_03]: We're bouncing it all over the sheet.
6:28
[SPEAKER_03]: But I guess it kind of comes into play of saying, OK, everybody is the sentiments on bass.
6:33
[SPEAKER_03]: Everybody's on the same side of the boat.
6:34
[SPEAKER_03]: And this kind of AI take is no longer a contrarian take.
6:39
[SPEAKER_03]: So there's always people.
6:41
[SPEAKER_03]: Raising the red flag of like AI will do this, I'll do that.
6:43
[SPEAKER_03]: Now it seems that at least the market is pinning against all the people that are spending, there's no cap, like CapEx limit.
6:53
[SPEAKER_03]: So how much companies are spending to build these out?
6:55
[SPEAKER_03]: And then what will come of these AI products is it going to take down software?
6:59
[SPEAKER_03]: Is it going to take down and read?
7:00
[SPEAKER_03]: reinvent, you know, the large cap tech.
7:03
[SPEAKER_03]: So I'll pull up that article that you brought here Joe.
7:05
[SPEAKER_03]: We've we've we've kicked it around before on the show with Brendan and Brian.
7:08
[SPEAKER_03]: So I wanted to give you give you the floor to give your take because that's what the show is all about right it's a platform for all of us have different opinions and how we look at things.
7:16
[SPEAKER_03]: So you know, pull up this article and you can kind of lay out your case.
7:20
[SPEAKER_02]: Yeah, Steve, well, you don't want me to get in depth and that is because we'll take an hour because coming to the live-person event is a very big news.
7:28
[SPEAKER_02]: This is just more like a click-bitty topic for the month of February, a 3-ange-boon tech market sell-off.
7:33
[SPEAKER_02]: But in large, it started in October of last year.
7:36
[SPEAKER_02]: So it kind of seen us down trend for four, five months now.
7:39
[SPEAKER_02]: And it's no longer, like you mentioned, a country and take.
7:42
[SPEAKER_02]: When there's uncertainty in a market, right?
7:44
[SPEAKER_02]: Like for the Clarity Act or Macromarchids,
7:46
[SPEAKER_02]: prices fold and there's uncertainty right now in the texting I live in San Francisco I've seen more AI agents billboards this last month and I've done the last year and what's happened now is that I was telling Brian before we jumped on that previous to what you know the earlier TV was that companies were pricing in the winners like the Nvidia's the
8:08
[SPEAKER_02]: the open AI is the clause, they're pricing into valuations.
8:11
[SPEAKER_02]: For the first time ever in the last four or five years we talked by AI now, they're starting to price in the losers, like who's going to lose?
8:19
[SPEAKER_02]: And we could see that in the multiples.
8:21
[SPEAKER_02]: If you listen to AI, driven, financial news, the multiples have come down around 50%.
8:28
[SPEAKER_02]: Fort earnings of cash value, Fort earnings of price.
8:31
[SPEAKER_02]: So the revenue hasn't dropped, but the multiples have.
8:33
[SPEAKER_02]: Anywhere from Adobe being 30 times multiples of the earnings versus the financial revenue that I'm sorry, the financial cash that they have, they're going from 30 to 15.
8:44
[SPEAKER_02]: And this is a cross-sabort, like we're talking about sales, forests, everything.
8:49
[SPEAKER_02]: So, I mean, I could get deeper into it, but I won't, I'm just going to stop there because there's so much uncertainty right now in Silicon Valley and there's ripple to cross-global markets.
8:58
[SPEAKER_02]: And when is it going to stop, we don't know because we've never been here before.
9:04
[SPEAKER_02]: Like we talk about a Gentic AI a lot, like when we're going to get there.
9:07
[SPEAKER_02]: Well, I don't think people really want to like say it because they don't want to be the person to say it, but it seems like we've gotten there starting January.
9:14
[SPEAKER_02]: And actually, end of December, it seems like we've gotten to that point.
9:18
[SPEAKER_02]: And I'm kind of like under-delivering what how big this really is, because there's just so much more about this particular trade and how it's affecting Silicon Valley, and the valuations, and how people speculate a money.
9:30
[SPEAKER_02]: Because the big, you know, the top five companies are going to be affected by this.
9:35
[SPEAKER_02]: They're ready, are.
9:36
[SPEAKER_02]: And there's going to be clear winners and clear losers.
9:37
[SPEAKER_02]: We're just in the midst, right?
9:39
[SPEAKER_02]: We're in the eye of the storm right now.
9:40
[SPEAKER_02]: So it's really hard to see.
9:42
[SPEAKER_02]: But we picked some winners.
9:42
[SPEAKER_02]: So states it at the end of the rundown.
9:44
[SPEAKER_02]: Because we got some winners for you guys.
9:46
[SPEAKER_03]: No, I couldn't agree more of it's an uncertain time and as much as we try to make this show specifically about crypto and it is the crypto markets which are tied to the broader markets as well and it's definitely a digestion period we've kind of focused and brought up the chart of I think we mentioned it a couple weeks ago even was like comparing the software to the Bitcoin chart and it's like
10:10
[SPEAKER_03]: yearly similar and kind of your point of how all these software stocks are taking a huge hit because people just don't know and usually at least for you know traders it's usually over reactions right we have over actions to the up side we call those hockey sticks or empire state buildings on the chart and we always say you know you gotta be aware when you get to that territory and it can happen to the downside as well
10:32
[SPEAKER_03]: and so it feels like one of those times where there is a lot of uncertainty, it's been a tech bull market coming out of you know 21.22 and you know all the way through 25 after that correction in 22.
10:43
[SPEAKER_03]: So you know there's plenty of profits to be taken, there's been plenty of great trades that have put on whether it's been a year or two years, three years and now there's
10:50
[SPEAKER_03]: So much uncertainty that, you know, the AI conversation and quantum conversation, especially in the crypto world, is kind of taking center stage is a, this is a real time super producer clip pulling it out of the woodwork.
11:03
[SPEAKER_03]: I saw, I haven't a leery.
11:06
[SPEAKER_03]: talking about Bitcoin on Fox business.
11:08
[SPEAKER_03]: So I went and found the clip just because he touches on kind of the AI quantum comparison for Bitcoin.
11:16
[SPEAKER_03]: And again, not that Kevin O'Leary is a quantum computing expert by any measure.
11:20
[SPEAKER_03]: But I do think he's a decent voice to listen to because I think he's somebody that has the pulse of a lot of different people that are making decisions.
11:26
[SPEAKER_03]: Let's take a listen to Mr.
11:28
[SPEAKER_03]: Wonderful about crypto.
11:30
[SPEAKER_00]: need is Bitcoin and Ethereum, and the rest of the Boopo coins are worthless.
11:34
[SPEAKER_00]: So they dropped 80-90% and they never came back.
11:36
[SPEAKER_00]: Bitcoin got slaughtered because a lot of the leveraging, remember we had all these treasury products that came out, they had leverage on them.
11:43
[SPEAKER_00]: I'm still long this, but there's a new concern that is kind of floating around for 10% of the people out there, quantum.
11:50
[SPEAKER_00]: The idea that a quantum computer can break the chain.
11:53
[SPEAKER_04]: Interesting.
11:54
[SPEAKER_00]: And so until that gets resolved, there'll be some resistance at the institutional level to go past 3%.
12:01
[SPEAKER_03]: So again, I think it's a narrative, it's a lot of narratives or narrative, you know, it's a narrative driven market sometimes and that's currently the narrative, is the AI disruption, the quantum disruption, what is it going to affect everything from big coins affected to it to companies like ServiceNow, Microsoft, you know, all the software companies and the IGV.
12:19
[SPEAKER_03]: And I think it's sell and ask questions later and figure it out and you're not afraid to sell.
12:25
[SPEAKER_03]: And you know, if you want to, you can always buy it back later.
12:27
[SPEAKER_03]: So I think that's kind of the,
12:29
[SPEAKER_03]: The overall arching narrative that that seems to have gripped the tech space like you so eloquently put Joe But I do I think it's important to wait both things so like you said like these like oh All you want to do is buy Bitcoin Ethereum.
12:43
[SPEAKER_03]: I think we have you know later in the show We're gonna show
12:45
[SPEAKER_03]: some insights into the your community where you're picking winners and again it's you know on one two x winners it's like okay there's always opportunity in every market depending on what your risk talent is and the ability to you know put time and do the research and find winners but that that hasn't stopped a lot of the deaths are still buying I think that's always important where you know
13:06
[SPEAKER_03]: The biggest red flag for micro-strategy, it could be if they ever just decide not to start adding more orange dots and then micro-sailors got to ask some questions So you can see micro-strategy still buying a bit mine still buying and then I saw some stat where it was like you know bit mine has I I would love to see the stat or the stats on this but bit mine has half of
13:33
[SPEAKER_03]: all the staking and the validator queue.
13:36
[SPEAKER_01]: You guys now have about 4.23 million ETH.
13:39
[SPEAKER_01]: Is that all state?
13:40
[SPEAKER_01]: Almost 3 million of it stayed.
13:42
[SPEAKER_01]: No.
13:42
[SPEAKER_01]: So, and we're, I think we're half of the staking queue.
13:45
[SPEAKER_01]: Right.
13:45
[SPEAKER_01]: There's like 4 million ETH.
13:46
[SPEAKER_01]: Like, I think we're 2 million of that.
13:47
[SPEAKER_01]: That is impressive.
13:49
[UNKNOWN]: Yeah.
13:49
[SPEAKER_03]: So again, I think there's the short term narrative.
13:52
[SPEAKER_03]: It's AI, it's disruption, it's who are the winners, who are the losers, and what side of the boat are you going to be on?
13:59
[SPEAKER_03]: And then there's the standard long-term vision, long-term investors of the belief of where this is going.
14:07
[SPEAKER_03]: And you can kind of paint the picture of those two different sides of the short term, the newest narrative, the new person on the block versus, hey, this is our thesis.
14:15
[SPEAKER_03]: We've done the research.
14:16
[SPEAKER_03]: And this is where we think things are heading.
14:18
[SPEAKER_04]: This is going off script for everyone, but I'm gonna propose it to you Joe.
14:22
[SPEAKER_04]: I kind of look at this AI
14:25
[SPEAKER_04]: movement as bullish net bullish for crypto.
14:30
[SPEAKER_04]: You know, Joe, you know, I've talked about it.
14:31
[SPEAKER_04]: I think crypto and AI integrate together seamlessly.
14:35
[SPEAKER_04]: And I think it's another sector, another avenue for crypto to thrive in.
14:41
[SPEAKER_04]: You know, we talked about cross-border payments.
14:42
[SPEAKER_04]: We talked about real world assets.
14:44
[SPEAKER_04]: You talked about all these different sectors.
14:46
[SPEAKER_04]: I feel like as AI grows, crypto should grow with it.
14:50
[SPEAKER_04]: What are your thoughts in both of you guys?
14:53
[SPEAKER_02]: Yeah, that's why I'm smiling.
14:54
[SPEAKER_02]: I spent the last three, four days working on that analysis deck for our in-person event about AI and the transition in the crypto crypto fits perfectly for this AI movement that we're seeing.
15:05
[SPEAKER_02]: And we found some winners that will cover at the end of the show.
15:08
[SPEAKER_02]: And that's where the moment to miss right now.
15:10
[SPEAKER_02]: I think in the last, what two, three, we've found a few that two, three X and an even is down market.
15:16
[SPEAKER_02]: And it's because of
15:17
[SPEAKER_02]: just pocket of success in AI.
15:19
[SPEAKER_02]: Like the AI companies aren't sweating, right?
15:21
[SPEAKER_02]: The macro markets in Silicon Valley.
15:23
[SPEAKER_02]: They're just heads down building, because they know they're going to disrupt everything, and thankfully, crypto fits very nicely, and there's a lot of data behind it.
15:33
[SPEAKER_03]: Yeah, I think I fall on the lines of, I'm no AI expert, I am no quantum computing expert, but I do like studying trends, I like studying history and history doesn't, you know, always repeat, but it usually rhymes and it feels
15:47
[SPEAKER_03]: you know, everything is different and I wasn't a live bear.
15:51
[SPEAKER_03]: I was live, but I wasn't, you know, trading.
15:53
[SPEAKER_03]: I was, you know, eight years old during the dot com bubble, but if you go and study that, it's like, hey, there's all, you know, the internet comes out and all you have to do is put dot com on your name and you, you know, your stock went up 10x or whatever.
16:05
[SPEAKER_03]: And we've talked about this, how, you know, was a year or two years ago coming out of the bear market.
16:10
[SPEAKER_03]: Like if you had AI, you know, in your, in your earnings call or your stock would go up 20%
16:16
[SPEAKER_03]: You know, I think the free money and the crazy, you know, gains, or if you just said AI and earnings report, that seems to be over.
16:26
[SPEAKER_03]: And there's going to be winners and losers, and the losers, you know, as Mr.
16:29
[SPEAKER_03]: Wonderful would say, our Pupu coins, our Pupu AI, and the winners are going to be the next generational, you know, companies that are changing the world.
16:37
[SPEAKER_03]: And so, I think the same falls for crypto is like, hey, there's going to be winners within AI, there's going to be losers within AI.
16:44
[SPEAKER_03]: But the key is, you know, staying, doing your research, trying to find the alpha, but the opportunity is there.
16:50
[SPEAKER_03]: And I think this huge digestion phase is kind of the lead, like, is are these legacy mag seven names that have led the market for five to eight years going to be able to leverage AI and still be leaders?
17:03
[SPEAKER_03]: There's some new people in the block that are going to come over and
17:07
[SPEAKER_03]: you know, uh, take over or is a, I think an example is like, can a finance firm, uh, become a technology company, can like J.P. Morgan or more than Morgan Stanley invests in the right AI and they actually turn into a technology company, you know, not overnight, but and what seems might be in a blink of an eye in the next five to ten years, they're all the sudden a technology company, not just a bank.
17:29
[SPEAKER_03]: And then, you know, the original pets.com or AI.com that doesn't, you know, find a way to be a real company is going to fall by the wayside.
17:40
[SPEAKER_03]: And so I think that that, you know, follows for crypto too.
17:44
[SPEAKER_02]: On that note, Teval, about more hood this morning.
17:46
[SPEAKER_03]: Ooh, wow, he's a buyer, huh?
17:49
[SPEAKER_03]: He's a buyer.
17:50
[SPEAKER_03]: Hey, he said bank and tech.
17:52
[SPEAKER_02]: Good.
17:53
[SPEAKER_03]: Hey, right?
17:53
[SPEAKER_03]: That's what I think that's kind of, um, they're a head of the game on the tech side, and then, you know, the lovices legacy, the legacy banks have, have all the money.
18:02
[SPEAKER_03]: Um, let's see, speaking of legacy banks, I'm jumping around the sheet here a little bit, but since we naturally got there, Morgan Stanley continues to kind of offer our building out and announcing some, uh, offering some products, uh, crypto is a core wealth product, not just a side offering, looks like they're adding spot Bitcoin, Ethereum, Solana trading, uh, coming to E trade, which is their trading product, uh, branded wallet, spot ETF
18:28
[SPEAKER_03]: We've talked about, I think when they first started announcing it, we were covering this, but it seems like there's more press going around it, and again, these larger companies don't roll out, you know, these items if they think it's some fad that's going away.
18:41
[SPEAKER_03]: So I think that's important.
18:43
[SPEAKER_03]: Continuing on kind of the the the e-thing we had some some rumors of Mr.
18:49
[SPEAKER_03]: Beast.
18:50
[SPEAKER_03]: I wanted to bring this up because I think Joe is is a great person to get a Mr.
18:53
[SPEAKER_03]: Beast tank Brian and I were so excited over the Mr.
18:56
[SPEAKER_03]: Beast announcement And I think there were some rumors that he might be looking to launch a a finance focus YouTube channel to go along with buying that that
19:09
[SPEAKER_03]: you know finance app that he bought along with bitmind being involved in beast industries.
19:15
[SPEAKER_03]: So is there any number one just your general take on Mr. beast the bitmind investment slash mr. beast and beast industries going and buying the the banking app and then maybe a rumored finance channel.
19:29
[SPEAKER_03]: Is that that gets you pulled up?
19:31
[SPEAKER_02]: It does.
19:32
[SPEAKER_02]: It does, definitely, for Ethereum, the deaths are actually utilizing something.
19:36
[SPEAKER_02]: So that's exciting utilizing your funds for something productive.
19:39
[SPEAKER_02]: Definitely a Mr.
19:40
[SPEAKER_02]: Beast fan, like Emmer Haydum, he's in front of what half a billion eyeballs a day.
19:45
[SPEAKER_02]: He's got crazy amount of subscribers.
19:47
[SPEAKER_02]: So this is a net net positive for the industry with his acquisition of the wall the company and then yeah I would keep an eye on him because you know all his videos are around, you know financial gains, right?
20:01
[SPEAKER_02]: So and the Gen Z the gen off of like you're pointing to the data there.
20:04
[SPEAKER_02]: They all listen to him.
20:05
[SPEAKER_02]: This is great We're seeing more financial education
20:09
[SPEAKER_02]: through Mr.
20:10
[SPEAKER_02]: Bees, hopefully now, and also with the new Trump accounts, hopefully America gets more literate overall, is my opinion, and finances, and if it's really nice you have the crypto rails with the whole AI narrative, so we can definitely see a massive onboarding with crypto through your theorem, and Mr.
20:29
[SPEAKER_02]: Bees, and that will definitely help move things.
20:30
[SPEAKER_02]: So not only for your theorem, but a lot of other markets also within crypto.
20:34
[SPEAKER_03]: It is a good point that, you know, for the most part, at least his highest performing videos are all around a large cash prize, right?
20:40
[SPEAKER_03]: They're different.
20:41
[SPEAKER_03]: He's different challenges and different entertaining, but it all comes down to money.
20:44
[SPEAKER_03]: It all comes down to winning this big cash prize, so to be interesting to see, you know, beast financial services or whatever, you know, whatever he rolls out is there.
20:54
[SPEAKER_03]: is a tie-in to the giveaway aspect or you know we'll put a bank account you know the winning person gets some bank account loaded with the ten million dollar grant prize that is from the show through beast financials on chain however they deliver maybe delivering the prize money is in a unique way through his services are you know somewhere in his other business model of this beast financial services that
21:19
[SPEAKER_03]: It seems to be getting built out in some way, which is pretty interesting.
21:24
[SPEAKER_03]: Another interesting headline here, are before I jump to that, you mentioned the Trump Financial Council.
21:29
[SPEAKER_03]: I think it is important.
21:31
[SPEAKER_03]: We didn't put that on the sheet yet, but those are live, so if you are a new parent within the last, I think it's year or two, you should definitely go in Google, I think it's called Trump Investment Account for your child.
21:45
[SPEAKER_03]: It's free, but you got to go do some research, I think it was like Brad Gersner and Vest for America and that group, you know, got those, got those running and got those live.
21:55
[SPEAKER_03]: So if you're a new parent definitely go and Google that and speaking of investing, we've gotten update on Harvard.
22:02
[SPEAKER_03]: It was big news when Harvard bought Bitcoin.
22:04
[SPEAKER_03]: We got some more big news around that for their for their trust.
22:09
[SPEAKER_03]: So let's like Harvard us sold 20% of its Bitcoin holdings, but also added to our added Ethereum.
22:18
[SPEAKER_03]: So adding a new new crypto to the Harvard Investment Fund Adding Ethereum.
22:24
[SPEAKER_03]: I'm sure Tom Lee was super excited to see that.
22:28
[SPEAKER_03]: I I don't
22:29
[SPEAKER_03]: I don't think this is big news like huge news one way or the other I think it's just interesting to track and follow you guys have any take on the Harvard investment fund you like them do you see them selling what do you like the selling do you like the diversification aspect of it what are your thoughts
22:47
[SPEAKER_04]: Yeah, yeah.
22:47
[SPEAKER_04]: I'll jump in.
22:48
[SPEAKER_04]: I found it.
22:49
[SPEAKER_04]: I find it pretty interesting to be honest.
22:52
[SPEAKER_04]: It's obviously the Ethereum lovers out there are probably related, kind of like the, like, what does Harvard know?
23:00
[SPEAKER_04]: Obviously, we know about Ethereum and its connection to, you know, moving forward with stable coins.
23:08
[SPEAKER_04]: I don't think it's like a bearish or bullish statement, you know, if they sold for cash, I would have been a little bit more concerned.
23:15
[SPEAKER_04]: But it seems like they're just allocating to the number two crypto in the world, Ethereum.
23:21
[SPEAKER_04]: And I own Ethereum.
23:23
[SPEAKER_04]: I think Ethereum is, you know, a big part of my personal, like portfolio.
23:28
[SPEAKER_04]: So I think it's super interesting, not bearish or bullish, but
23:33
[SPEAKER_04]: I want to know what they're thinking, I'm curious if they're, you know, they obviously think or they're speculating there's a good chance of theorem outperforms Bitcoin.
23:51
[SPEAKER_02]: Yeah, no thoughts there, but I'm excited for my theorem begs.
23:56
[SPEAKER_03]: Nice.
23:57
[SPEAKER_03]: Yeah, I'm with you.
23:58
[SPEAKER_03]: I think it's just, it's news you got to cover.
24:00
[SPEAKER_03]: I got some a couple of alerts for the listeners, treasure, have you guys seen this?
24:06
[SPEAKER_03]: I saw this all over the timeline.
24:07
[SPEAKER_03]: I put it in our group chat.
24:09
[SPEAKER_03]: I didn't even dive on it at all, but there's something floating around the timeline.
24:13
[SPEAKER_03]: And I don't think it's awful just to bring up just in case it is true.
24:16
[SPEAKER_03]: But there's
24:17
[SPEAKER_03]: Something going on on the timeline where you might be getting some mail if you're a treasurer holder And it seems to be a scam.
24:24
[SPEAKER_03]: It's got a QR code and they're gonna tell you to scam the QR code It seems like a physical fishing attempt instead of a virtual one.
24:31
[SPEAKER_03]: So Nothing to really break down there.
24:34
[SPEAKER_03]: I just thought you know We'd use our platform to say hey, we're seeing this so you know always be as safe as you can with all that stuff That's something that we're seeing
24:41
[SPEAKER_03]: And then in some fun news we're seeing some some more stake and shake stake and shake sales are up I passed by one the other week and I wanted to go in.
24:50
[SPEAKER_03]: I just it wasn't time for a meal But I do have it on my list to go get a stake and shake Bitcoin progress some time But it says it's working the Bitcoin communities coming out for stake and shake we've covered it kind of fun
25:03
[SPEAKER_03]: And you know the company the employees getting there are they're bit coin bonus But Joe you wanted to talk about so what were you seeing from the stake in shake?
25:14
[SPEAKER_02]: I just thought it was funny, but I thought it was funny at first and I read the article and You know it was interesting it's stake in shake said that the demand Got lifted dramatically because he started accepting Bitcoin payments and then what's interesting is they're taking that payments and putting it into the strategic reserve and then giving out to bonuses for
25:32
[SPEAKER_02]: you know, their employees.
25:33
[SPEAKER_02]: I thought there was a marketing gimmick.
25:34
[SPEAKER_02]: The numbers aren't out yet.
25:35
[SPEAKER_02]: Try looking for the transparent numbers is just the CEO saying that the sales are increase dramatically.
25:40
[SPEAKER_02]: So take that with a grain of salt or whatever.
25:43
[SPEAKER_02]: But he's also poking phone fun to say they're saying, hey, this is what happens when you integrate Bitcoin meaningfully versus utilizing as a leverage credit product.
25:51
[SPEAKER_02]: So
25:51
[SPEAKER_02]: It's interesting that initially when we saw this, they were like, ah, it's just a toy, you know, just giving employees a Bitcoin as a bonus.
25:57
[SPEAKER_02]: But it works out, you know, that matters.
25:59
[SPEAKER_02]: You know, I know Brian's got a Bitcoin credit card he uses exclusively because he gets Bitcoin, right?
26:04
[SPEAKER_02]: Or did you change that to a hype recently, Brian?
26:08
[SPEAKER_04]: No, hype wasn't an option.
26:09
[SPEAKER_04]: I was a, uh, I actually changed the, uh, I changed the chain link recently.
26:15
[SPEAKER_04]: I, uh, that's what I was using.
26:16
[SPEAKER_04]: I, I, I, I, I, I should keep it with Bitcoin and Ethereum by changing the chain link recently.
26:21
[SPEAKER_04]: I want to do softly build my chain link bags, uh, for no other reason that I kind of like it to switch it up.
26:27
[SPEAKER_04]: I'm a fluid guy.
26:29
[SPEAKER_04]: Gemini rewards, uh, friend of the podcast.
26:32
[SPEAKER_03]: Yeah, friend of big, big friend of the show.
26:34
[SPEAKER_03]: Big friend of the show.
26:35
[SPEAKER_04]: Yeah, solid credit card and I like to diversify on my rewards on my Jim and I card.
26:42
[SPEAKER_04]: It's a lot fun.
26:42
[SPEAKER_03]: The diversification is key.
26:45
[SPEAKER_03]: Speaking of friends in the show, not a bad chat for a Tuesday afternoon.
26:48
[SPEAKER_03]: We've got East Coast Lobster, Zen Styles is here.
26:51
[SPEAKER_03]: Trinity is here.
26:52
[SPEAKER_03]: Grant Kevin Chris.
26:54
[SPEAKER_03]: We really appreciate everybody tuning in and if you're watching the replay, thanks as well.
26:58
[SPEAKER_03]: If you give it a like.
26:59
[SPEAKER_03]: We appreciate you and then on the bottom right hit the logo and subscribe if you're not because I don't know this is the best show in crypto So what else what else is there to say?
27:09
[SPEAKER_03]: I saw a fun tweet it was coin gecko's top 15 most searched altcoins.
27:14
[SPEAKER_03]: I thought this could be a good transition into the momentum money makers conversation
27:19
[SPEAKER_03]: Because that's where we dive deep and find the winners, but this isn't winners or losers This is a top 15 mode search altcoins on its platform in the recent hours where retail attention is flowing So let's see the top 10 years.
27:35
[SPEAKER_03]: We got Bitcoin bit sensor, Pynetwork
27:39
[SPEAKER_03]: It's a lot of hyperliquid Pepe, sui, the Venice token, Caspa, theorium at 10, layers 0, Pippin, Virtuals, Near, and then 15, Puggi, Pengwin, front of the show, Puggi, Pengwin.
27:54
[SPEAKER_03]: Thoughts on that.
27:56
[SPEAKER_03]: I always love pie now where I was one of my favorite interviews.
27:58
[SPEAKER_03]: We did we did a pie network interview in the Pine out or communities just just a bunch of bandits man.
28:04
[SPEAKER_03]: They're always searching.
28:05
[SPEAKER_03]: They're always looking and I just don't I don't I don't really get it I remember we kind of did the interview and we just were like what?
28:13
[SPEAKER_03]: Um, and it's also was like back when I was at Barstall and there forget it was like Marty Marty mush was going around having people download Pine at work and like cap the button and just getting everybody to do it.
28:25
[SPEAKER_03]: And I thought It's just a full circle when we got them in an interview Ethereum at 10.
28:30
[SPEAKER_03]: I thought was interesting some of the top 10 list is interesting on the backside like Caspo Venice
28:35
[SPEAKER_03]: Um, and again, this is just a one, this is one website publishing a limited time.
28:40
[SPEAKER_03]: So I don't think this, you take any stake in this of, uh, successor by any means investment of ice obviously, but, uh, what do you guys think?
28:48
[SPEAKER_03]: Anything stick out to you on the top 15?
28:51
[SPEAKER_02]: Yeah, I got two thoughts.
28:53
[SPEAKER_02]: One is, yeah, we got a few on there that we are surprised about, like number eight.
28:57
[SPEAKER_02]: We're going to talk about Venice token.
28:58
[SPEAKER_02]: We'll talk about a little bit later down on a rundown.
29:01
[SPEAKER_02]: And then also, we're Quanguaite Ghost says, this is retail attention as flowing.
29:05
[SPEAKER_02]: So that's very interesting.
29:06
[SPEAKER_02]: So just to give people a grasp into AI, there was a recent study done.
29:09
[SPEAKER_02]: I didn't put the link on here.
29:11
[SPEAKER_02]: But I think Quanguaite telegraph covered also where they say 50% of internet traffic is bots these days.
29:17
[SPEAKER_02]: So number one, not the throw wrench,
29:20
[SPEAKER_02]: data is it just bots pulling queries, you know, for itself, and then number two, that's kind of where the world's going to now.
29:28
[SPEAKER_02]: We can't really trust the data that we see, because it could be skewed a different way.
29:32
[SPEAKER_02]: But there are some interesting plays on here on the top that I message Brian right away when we saw this as we're like, number eight, then this is up there and we made that call.
29:41
[SPEAKER_02]: And for good reason, it's a AI specific token.
29:43
[SPEAKER_02]: So we're seeing AI tokens
29:45
[SPEAKER_02]: creep up bit tensors AI focus of Venice AI focus virtual is we're going to talk about a little bit and next two topics down is making a big swing at a bat on AI2 so we're seeing that come up a lot.
29:57
[SPEAKER_03]: Yeah, I think it's interesting.
29:58
[SPEAKER_03]: I didn't know that Venice was one, but obviously I saw a virtual they saw Poggy Penguin.
30:03
[SPEAKER_03]: We talked about the car, the credit card, that we can officially announce that in the next segment too.
30:07
[SPEAKER_03]: So a lot of the ones in your neighborhood is kind of like what you guys base your expertise on is finding, you know, what's in the narrative, what's has the hype, if you will, and doing the research and finding what might be good ideas to maybe, or maybe not pull the trigger on.
30:23
[SPEAKER_03]: So a cool list and yeah, I think I think I just pie I think kind of your point if you're saying the internet is bots I think pine network might have some bots That one that one always again makes me giggle, but as we transition into the momentum money maker segment
30:41
[SPEAKER_03]: If you guys want that kind of first access to Brian Joe's community, they're going to kind of go over a couple of the calls that they've made in the community recently.
30:49
[SPEAKER_03]: So if you're somebody that wants that kind of first alert, it's the momentum money makers.
30:55
[SPEAKER_03]: You know, I'm sorry, the link.
30:57
[SPEAKER_03]: I put a link in the in the show notes below if you're interested in joining Brian and Joe's community to get those first alerts.
31:03
[SPEAKER_03]: Go down and click the link to trial.
31:05
[SPEAKER_03]: I think it's like three bucks or something.
31:11
[SPEAKER_03]: Do punch.
31:14
[SPEAKER_02]: Pull that cute monkey up.
31:15
[SPEAKER_02]: There's a video of them.
31:16
[SPEAKER_02]: Super cute monkey.
31:17
[SPEAKER_02]: Cuddling is soft, serrigate, mother.
31:21
[SPEAKER_02]: And I'm so upset that Brian didn't.
31:25
[SPEAKER_02]: So I sent this to Brian.
31:26
[SPEAKER_02]: I saw this all over my feed.
31:28
[SPEAKER_02]: The mother abandoned it and then the zookeeper gave it a cute cuddly monkey as a serrigate.
31:34
[SPEAKER_02]: And then little did they know that it
31:41
[SPEAKER_02]: Yeah, I messaged Brian immediately.
31:43
[SPEAKER_02]: I'm like, oh, this is, uh, this got to be a token round this and then Brian's like I saw that said a hundred thousand market cap So if you click on the next link, you'll see you'll see words at right now, and I'm just like Brian you got to message me these immediately.
31:57
[SPEAKER_02]: This is like the mood dings of the past Yeah, is that the one yeah it's 10 million market cap.
32:04
[SPEAKER_02]: So you're probably on the one minute chart go to the daily chart
32:08
[SPEAKER_02]: Yeah, surprise on it.
32:11
[SPEAKER_02]: We might not have had Brian on a show if he bought it earlier.
32:15
[SPEAKER_04]: Yeah, I didn't know the whole story.
32:17
[SPEAKER_04]: But I saw it.
32:18
[SPEAKER_04]: I saw graduates and I saw a punch in then somebody messaged it and there was just like a lot of volume picking up on it and you know how some of those like telegram box will use you and they'll pick up like trends picked it up.
32:31
[SPEAKER_04]: And then like hours later I like picked up as an alert and it was the number one trending news that like millions of market cap And I was like and then you sent it to me like the the video behind it.
32:43
[SPEAKER_04]: I was like, oh my gosh I saw this it like hundreds of thousands in who knows there's there's find some PvP action going like, you know I didn't dive deep into it at the time
32:52
[SPEAKER_04]: I blame the long weekend.
32:55
[SPEAKER_04]: You know, I just wanted to touch a little bit of grass.
32:58
[SPEAKER_04]: You know, I just wanted to have a couple days to just recalibrate and absolutely miss in Jenny wealth, but people are calling it the next moody.
33:10
[SPEAKER_04]: I don't know if I'm if I'm
33:11
[SPEAKER_04]: buying it, but no, no, you know, as the trenches are alive, that's what we're trying to show.
33:16
[SPEAKER_02]: The trenches are alive.
33:17
[SPEAKER_02]: People are invested in this monkey.
33:19
[SPEAKER_02]: They're lining up hours, taking videos of anything it does of this stuff animal, but yeah, just a show that the trenches are moving and they're our winners.
33:28
[SPEAKER_03]: Yeah, we extremely apologize for the time.
33:30
[SPEAKER_03]: It's like the past through the gates.
33:34
[SPEAKER_03]: That's great.
33:35
[SPEAKER_03]: Yeah, definitely definitely has a new day vibe.
33:38
[SPEAKER_03]: Yeah, that hippo is everywhere.
33:41
[SPEAKER_04]: that little guy that was in such a such a pop in market to but you know it goes to show you that there are you know there's there's still people out there that are definitely in the trenches you know pumping up I mean this was this is a multi million dollar market cap but you know what if this was a year ago one of the main points sheets are just on fire this would have been a $200 million dollar market cap overnight but still opportunity to get in on
34:08
[SPEAKER_04]: but it's making a name for itself, good old punch.
34:12
[SPEAKER_03]: Nice, and then I saw that I see the Venice token.
34:14
[SPEAKER_03]: So Venice was on the coin Gecko thing that we just shared and also got on your guys' screen as well.
34:22
[SPEAKER_03]: So what's going on there?
34:24
[SPEAKER_02]: Yeah, you could just pull up the chart.
34:26
[SPEAKER_02]: We just wanted to highlight it a win for the community.
34:28
[SPEAKER_02]: We actually called it February 5th.
34:31
[SPEAKER_02]: So we hit the bottom on the nose.
34:32
[SPEAKER_02]: Not like we wanted to.
34:34
[SPEAKER_02]: We just knew it was,
34:36
[SPEAKER_02]: is an infrastructure place, not a meme token.
34:38
[SPEAKER_02]: I would say nine out of the last 10 calls that we made were not meme coins, or infrastructure plays.
34:42
[SPEAKER_02]: That's kind of where the market's going.
34:44
[SPEAKER_02]: And it's a privacy focused feature protocol that all AI feeds through.
34:49
[SPEAKER_02]: A lot of people don't want their information given to AI.
34:54
[SPEAKER_02]: And this was created by Eric Ford.
34:55
[SPEAKER_02]: He's one of the OG Bitcoin investor founders, so he has some cloud.
34:59
[SPEAKER_02]: Not only that, this has been around for years now.
35:01
[SPEAKER_02]: So this talk is around for multiple years,
35:06
[SPEAKER_02]: a narrative really taking a strong foothold in the web two financial markets and now bleeding over the crypto.
35:13
[SPEAKER_02]: We're kind of seeing what's going to rise with the momentum and VVV was one of those.
35:18
[SPEAKER_02]: So when we saw that on the top 15, we were like, wow, okay, we're kind of surprised that we're right on a nose, but kind of with everything, you know, we're not behind the wave or like right, we're like on the wave right now.
35:28
[SPEAKER_03]: You guys have always found your niche to be ahead of the way of on the wave and obviously that thing was like a sentiment indicator of whether it was price or people being searched and there's some other privacy tokens that have performed really well even in this market and you can kind of sniff out where those waves are going with some of the price action and you guys are second to none of being able to find those.
35:54
[SPEAKER_02]: Yeah, it went up 20 million, since I send it to you.
35:55
[SPEAKER_02]: Geez, we're missing, well, not missing, but the community's eating on this.
35:59
[SPEAKER_02]: We gave it to him at 75 knowing MarketCap is sitting at 204 right now.
36:02
[SPEAKER_02]: Wow.
36:04
[SPEAKER_03]: Yeah, right here is if you can see that across there that I'm moving on the screen, that's where... That's where the alert went out for the momentum.
36:10
[SPEAKER_03]: Moneymakers, community members, again, if you want the trial for that, just click the link below in the show notes.
36:16
[SPEAKER_03]: Something for virtuals, is that a video I see?
36:20
[SPEAKER_02]: No, it's not a video, it's just a links to a Twitter of their announcement.
36:24
[SPEAKER_02]: So basically, they announced a $1 million month bounty for the AI agents.
36:30
[SPEAKER_02]: I'm really not undermining how big this is.
36:34
[SPEAKER_02]: Like I mentioned, 50% of traffic online is bots.
36:38
[SPEAKER_02]: We're moving from a place where we tolerated bots, now we're building for it.
36:43
[SPEAKER_02]: And now I could get into the weeds as much as you want.
36:47
[SPEAKER_02]: There's been multiple people I've talked to where their target demographic now is not us as humans.
36:52
[SPEAKER_02]: It's an AI agent that represents YouTube or Brian.
36:55
[SPEAKER_02]: We're not too far off from that.
36:57
[SPEAKER_02]: If you saw the Super Bowl commercial for crypto.com, what did they advertise?
37:00
[SPEAKER_02]: They advertise AI.com.
37:02
[SPEAKER_02]: And what's AI.com?
37:03
[SPEAKER_02]: You put in an email, you get an AI agent.
37:06
[SPEAKER_02]: It wasn't too long ago where 90% of us never use AI in our daily work, but now, Brian TV, you probably use a daily, right?
37:13
[SPEAKER_02]: and probably less than half a year from now, we're all gonna have AI agents.
37:19
[SPEAKER_02]: It sounds crazy, but we will.
37:21
[SPEAKER_02]: But more importantly than that, the crypto rails allow for it to be easily monetized and utilized for business purposes.
37:28
[SPEAKER_02]: So what virtual is this doing?
37:29
[SPEAKER_02]: They're like a premier AI agent launch pad back in 2023, right?
37:35
[SPEAKER_02]: 2024?
37:37
[SPEAKER_02]: It was more of a vanity play.
37:38
[SPEAKER_02]: They're like, you know, a cute robotic girl dancing, that's a robot, like, there's an agent, right?
37:43
[SPEAKER_02]: It was just purely speculative.
37:45
[SPEAKER_02]: But now what we're doing is that they've built a protocol to help facilitate transactions with crypto.
37:51
[SPEAKER_02]: Because what people, what crypto does really well is micro-transactions.
37:55
[SPEAKER_02]: And what agents need to do is micro-transactions.
37:58
[SPEAKER_02]: Financial rails don't really fit good for micro-transactions, because they got payment cycles, they got to close, and settle, and what that.
38:04
[SPEAKER_02]: Crypto settles instantaneously and this is just pretty big news just happened when February It's like a few days ago They're looking to pay out.
38:13
[SPEAKER_02]: So if you utilize they're trying to promote their own protocol Which is like an e-commerce protocol a financial role protocol is for agent So everyone's trying to get their agents to adopt a certain feature or skill set created by another project right now That's what's happening right now in the wild west and this is happening like
38:30
[SPEAKER_02]: with every single company.
38:31
[SPEAKER_02]: Every single major tech company right now is building four agents.
38:35
[SPEAKER_02]: PayPal, Google, um, eep Spotify, you name it.
38:39
[SPEAKER_02]: They have agent railways rail tracks for them to utilize, you know, financial rails and whatnot, because that's the target in the future.
38:47
[SPEAKER_02]: They're turned, we're no longer the target demo guys.
38:49
[SPEAKER_02]: It's a, it's really interesting world right now.
38:51
[SPEAKER_02]: Um, so virtuals is, uh,
38:53
[SPEAKER_02]: One of our plays, I would say, for it is upcoming AI Momentum play, it potentially can have legs to be, you know, one of the winners.
39:03
[SPEAKER_02]: Not saying to go buy virtuals, I do not have a position in there, but they are positioned well.
39:10
[SPEAKER_04]: It's just weird times.
39:12
[SPEAKER_04]: I mean, things are going to get this AI world.
39:15
[SPEAKER_04]: We saw a lot of a pick-up about a year ago in the crypto space where it seemed like the AI world was paying attention more to crypto.
39:23
[SPEAKER_04]: Crypto always kind of wanted to move into AI.
39:25
[SPEAKER_04]: But now we're seeing more AI developers
39:28
[SPEAKER_04]: work together and integrate and it is when we talk about momentum plays Tvo this is where the momentum is right now it's in the standard world everybody wants to talk about AI and in the crypto world or the trenches it's all these interesting AI agents or how to make things more efficient faster cheaper
39:47
[SPEAKER_04]: More fun as an AI agent Joe and I talked about it for an hour today when we were probably supposed to talk about like a whole bunch of other important work things but we talked about like AI agents and utilization and how they get changed in the world and it's it's it's interesting times and I think we're gonna be talking more more about it on a lot of these different crypto shows because
40:11
[SPEAKER_02]: the two worlds are colliding again and it feels like there's a there's a lot of stickiness right now between these two worlds yet the last point I'm going to make on this is if we could rewind back to like when you got excited about crypto or when we got excited about NFTs Brian this is that moment in the AI crypto world but also in the AI world at large so it's we're like in the eye of the storm
40:34
[SPEAKER_02]: But unlike those technologies that disrupted the financial markets, like crypto did, it's still kind of doing that now.
40:42
[SPEAKER_02]: This is going to disrupt everything.
40:43
[SPEAKER_02]: So it's kind of crazy to just kind of try to summarize it and run down.
40:47
[SPEAKER_02]: But it will take some time.
40:49
[SPEAKER_02]: You're not going to lose your job tomorrow, right?
40:51
[SPEAKER_02]: Just like crypto needs to be law-written place.
40:54
[SPEAKER_02]: There's not going to be disruption.
40:55
[SPEAKER_02]: There's not going to be people on the street tomorrow, which presents a good opportunity for those of us who want to get ahead.
41:02
[SPEAKER_03]: Yeah, I think I just have a take on AI just from the content creation world.
41:05
[SPEAKER_03]: So I was always trying to kind of learn, you're seeing these AI-generated videos.
41:09
[SPEAKER_03]: So I was playing around with it and they're definitely very cool, even since I've started trying to figure out these tools, whether it was Vio 3 or Sora.
41:18
[SPEAKER_03]: and they're just it's just rapidly accelerating just it's what everybody's saying across the board whether it's in finance or crypto or AI agents but just from this content creation thing like it's it's truly unbelievable how fast the stuff is going and you know if if you're really
41:37
[SPEAKER_03]: I could see how people are getting kind of scared about it just in general, but also if you it definitely feels like one of those things.
41:44
[SPEAKER_03]: It's like, hey, you're not going to necessarily lose your job day eye, but you might lose your job to somebody who can use a eye if you don't participate.
41:50
[SPEAKER_03]: So whether it's the education front of, you know, whatever your line of work in or understanding, you know, hey, where the market's going, like listening to this show and subscribing to the YouTube, I think that I think it is very important and, you know,
42:04
[SPEAKER_03]: I'm a big like thinker and so I'm like, all right, well, if everybody's going to be AI and this is going to take our jobs well, but I also think that there's a level of real person or action that like, everything kind of goes and waves like a pendulum like, oh, we're going to go all AI and then it's going to like, I think at some points can be like, okay, well, there's a lot of things that this does more efficiently and does better, but then I think the pendulum comes back and kind of ends up somewhere maybe in the middle where it's like, hey, we, we still want that real people, that real person interaction.
42:31
[SPEAKER_03]: at least at least in our lifetimes, which is why I'm super excited for the space and even our show because I think we can evolve with it because I think people, you know, if they're learning and trying to digest all these new AI features, I think there's a value to real people talking about their experiencing and sharing what they're learning instead of just watching a video that was produced by AI with an AI script and an AI video.
42:55
[SPEAKER_03]: Um, I think at least that's my opinion is like, hey, this is like kind of what we're doing in this education department.
43:02
[SPEAKER_03]: I don't really think it's going anywhere.
43:04
[SPEAKER_03]: So I'm excited about it.
43:05
[SPEAKER_03]: But the, the, the pace of the video tools that I've been using like,
43:10
[SPEAKER_03]: It's crazy like I made like a not one of my buddies on the restaurant.
43:14
[SPEAKER_03]: I took a picture he has like a chicken tender tower and it had like my friend in the background and and people in the background and it was messy and like I just and probably like 40 minutes I made this commercial like with just that picture of of ripping what the chicken tender tower look like and
43:32
[SPEAKER_03]: put a spaceship on and had it flying through space and landing at the restaurant all from just a picture in like 45 minutes it was it was fascinating so i agree it's where it's where things are going you know whether again whether it's content creation finance you know education organization these tools are getting pretty wild
43:53
[SPEAKER_04]: Yeah, it's obviously during the conversation with Joe and I earlier today, Tvo, because we literally sent the exact same thing.
43:59
[SPEAKER_04]: There's an authentic portion of like where a real person is always going to have its place, but it's going to make us more efficient, faster, smarter,
44:11
[SPEAKER_04]: I'm excited for it.
44:13
[SPEAKER_04]: I think it's a super cool area of interest for me and I love how it works in it's like coming together with crypto because crypto is my day job as well and my passion.
44:23
[SPEAKER_04]: So it's like I get to learn both of these areas all at once and then get real scared.
44:29
[SPEAKER_04]: and call somebody and tell one of my normal friends all about how like you know all of this stuff and they're like we have no idea what you're talking about.
44:38
[SPEAKER_03]: I was like you'll see you'll see and I'll explain my phone in a way but yeah it's it's going so fast that I don't think they'll have to wait too long to see.
44:50
[SPEAKER_03]: Any final thoughts on AI before we move on?
44:56
[SPEAKER_03]: No, what we have an update we talked about at Brian and I was the announcement of signing up for the wait list for the pen group card and over a hundred thousand people seem to sign up my guess is that we have three people on the podcast right now that are a part of that hundred k right?
45:13
[SPEAKER_04]: I said my referral code out I believe in a group chat I believe I meant to if not if he didn't sign up no, but yeah, I signed up
45:22
[SPEAKER_03]: yeah it's a hundred hundred k downloads and then they had like um they had this uh the the puggie penguin bouquet love bouquet for Valentine's Day that sold out online real quick and then they did a New York City pop-up I was watching the clips from the weekend that uh look like a lot of traffic in New York City as well so
45:41
[SPEAKER_03]: You know, it goes back to, you know, when things are down and prices down, who's building, who's continuing, and I mean, I don't think you can make the case, nobody's building and continuing more than punchy penguin.
45:55
[SPEAKER_04]: Yeah, that's my argument all the time.
45:57
[SPEAKER_04]: I say to you in Joe, I'm like Pudgy penguins and some of the other tokens that we like like long term are doing more than like 95% of other crypto projects.
46:09
[SPEAKER_04]: So you know, but it gets it gets hit down harder in the in the down markets, but I saw that I saw it on the news a couple times the pop-up shop.
46:18
[SPEAKER_04]: for the Pudgy Penguin boat bouquet because you and I talked about it and uh I don't know the it's like you guys know jelly cats are the jelly cat animals mm-hmm
46:29
[SPEAKER_04]: Yeah, my wife and kids, I mean, the collections in people that go crazy for it.
46:34
[SPEAKER_04]: I didn't realize it's like the almost want to call it a beanie baby thing, but like they would get upset, but Joey cats are such collectibles now.
46:42
[SPEAKER_04]: It almost in people go crazy for drops and new new launches and I feel like this is what Penn who's, Penn when, Pudgy Penn would's are doing.
46:50
[SPEAKER_04]: It's, it's, it's a fun token, especially when, you know, the market's kind of trading sideways.
46:55
[SPEAKER_04]: It's still always fun to see what they're coming up with and what creative ideas they're bringing to the table.
47:02
[SPEAKER_03]: Yes, is, is, is, is, Jell is, Jellie cat, uh, a crypto token as well or no?
47:10
[SPEAKER_04]: Uh, I'm pretty sure there was a Jellie cat crypto token.
47:13
[SPEAKER_04]: You know, I want to say that like I probably own some at one point in my life.
47:17
[SPEAKER_04]: But there is one.
47:19
[SPEAKER_04]: It's down 91% in the last 24 hours.
47:21
[SPEAKER_04]: This one just released, but I'm sure there's some older ones, but nothing that ever caught a lot of steam.
47:27
[SPEAKER_04]: But the brand, the Joey Cat brand, is, I don't know, it's pretty, it's very popular.
47:35
[SPEAKER_04]: It's, you know, we love collectibles.
47:38
[SPEAKER_03]: Yeah, as people.
47:40
[SPEAKER_03]: How's that doing versus like, little booboo, little booboo seems to have fallen off, right?
47:44
[SPEAKER_03]: That had it moment in the sun.
47:47
[SPEAKER_04]: I was never a libubu guy, but I think Joe knew a little bit more about libubu than I did.
47:52
[SPEAKER_02]: Yeah, the talk is definitely the fan created talking definitely fell fell by the wayside, but the brand itself has not.
47:58
[SPEAKER_02]: It's evolving.
47:59
[SPEAKER_02]: The libubus are
48:02
[SPEAKER_02]: the main characters in the United States, but then over in Asia, they've evolved.
48:05
[SPEAKER_02]: They have like side characters.
48:06
[SPEAKER_02]: They're like trying to make their own Pokemon.
48:08
[SPEAKER_02]: There's a little boo boo land now.
48:10
[SPEAKER_02]: So yeah, but the token, for sure, don't get in that.
48:18
[SPEAKER_03]: Well, that's all I got to say.
48:19
[SPEAKER_03]: Final thoughts for cryptocurrencies.
48:21
[SPEAKER_03]: We had out for the week.
48:22
[SPEAKER_03]: Mine is, uh, I think you go and you learn the AI stuff.
48:26
[SPEAKER_03]: I think if you're somebody, uh, because I was always, you know, we're, we're crypto and, you know, tech focused kind of team here.
48:33
[SPEAKER_03]: So, you know, we're always kind of keeping up with it, but then for the tools.
48:37
[SPEAKER_03]: for like, I was like, oh, it's probably too complicated.
48:39
[SPEAKER_03]: I probably won't be able to figure it out for like the video software stuff that I was talking about.
48:44
[SPEAKER_03]: And then, you know, I just one day decide, I was like, you know, I'm going to go and learn this stuff.
48:47
[SPEAKER_03]: And it took time, you had to put effort into it, but it didn't take, you know, too much.
48:52
[SPEAKER_03]: And it was, it was interesting.
48:53
[SPEAKER_03]: It was fun.
48:54
[SPEAKER_03]: And so, you know, I guess that's kind of my final thought for the week.
48:57
[SPEAKER_03]: is, you know, a pick, pick an AI topic and try to go research it, try to go understand it because, you know, you can, you see, like, if you're listening to this show, your market's oriented, so you see, you know, hey, there's this, you know, digestion and the market that's going on because of this.
49:13
[SPEAKER_03]: So go and try and learn something to understand it.
49:16
[SPEAKER_02]: Yeah, the last thing I would say is that this is a net bullish indicator for crypto overall.
49:21
[SPEAKER_02]: The crypto protocols has come out to support AI agents.
49:25
[SPEAKER_02]: So McKinsey, the research company said that commerce in the agent world can reach 30 to 50 trillion.
49:32
[SPEAKER_02]: I'm sorry, three to five trillion by 2030.
49:34
[SPEAKER_02]: That's like four years away.
49:36
[SPEAKER_02]: And I believe it, because it's happening.
49:38
[SPEAKER_02]: And the, although Google and PayPal has allowed for agentic purchases, it just fits nicely with crypto.
49:45
[SPEAKER_02]: So your theorems already come up a protocol and they've already done millions of transactions through it through agents.
49:51
[SPEAKER_02]: So we're just going to see more and more adoption.
49:54
[SPEAKER_02]: from agents utilizing crypto so overall this is great space and a lot of people are saying that This is the onboarding that we've been waiting for is not nowhere not waiting for normal people like the normies to onboard crypto It's the agents that's like that's going to onboard millions of wallets into cryptocurrency Brian a final thoughts
50:17
[SPEAKER_04]: I love it, I agree.
50:18
[SPEAKER_04]: It's exciting time to me.
50:20
[SPEAKER_03]: I wish it was exciting time.
50:21
[SPEAKER_04]: No, I mean, everyone should be checking out the AI world.
50:24
[SPEAKER_04]: It's exciting and there's a little bit of everything for anybody.
50:27
[SPEAKER_04]: And you can literally use these AI chat box, like a chat GPT to learn more about AI and spoon delivery or spoon feed you, you know, some ball points and some interesting tools.
50:38
[SPEAKER_04]: And I think a year from now it's going to look completely different and I'm fired up for it.
50:45
[SPEAKER_04]: I think it was great advice by Tivo and Joe has some really really interesting points and I agree.
50:50
[SPEAKER_04]: It's netball or for crypto.
50:52
[SPEAKER_04]: I'd like to see my bags go up and I think they will, but there's another reason why the crypto market's not going anywhere.
51:04
[SPEAKER_03]: Yeah, I couldn't agree more.
51:05
[SPEAKER_03]: We'll put a, put a bow on it there.
51:06
[SPEAKER_03]: I do have an extra interview this week.
51:09
[SPEAKER_03]: We had some awesome interviews with Brendan and Bryce so I'll put out an extra one later this week as well.
51:16
[SPEAKER_03]: So you get two of those instead of around now.
51:18
[SPEAKER_03]: But we will, we will make something if there's some news to talk about or needs to be talked about.
51:22
[SPEAKER_03]: But we really appreciate everybody joining.
51:24
[SPEAKER_03]: I hope you have a great rest of your week and we'll talk to everybody soon.
51:27
[SPEAKER_03]: Bye everybody.