Latest / CRYPTO 101 / Crypto Rundown: Bitcoin or Ethereum to Outperform?... and Top Meme Coin Trades for Q4
Transcript
- 0:08[SPEAKER_06]: Alright everybody welcome back to the crypto 101 podcast presented by Gemini your bridge to the future of money and happy Friday gang If you're here you're in the right spot.
- 0:17[SPEAKER_06]: We've got a ton of stuff to cover clearly the macro markets are leading the charge for all markets right now
- 0:24[SPEAKER_06]: inflation good CPI report the market was ripping on that confident for more rate cuts to come but what's next for the crypto market specifically and you're in the right place if you love the trenches because we have our the meme team the trenches the momentum money makers are in the house brine and joe are here on a Friday so we're going to two part this the first part we're going to hit
- 0:44[SPEAKER_06]: with our macro what's going on in the markets we've got some fun news to cover we're going to check out coin market cab jamey diamond in the news again about how much he loves slash hates bit coin uh do as they say are sorry do as they do not as they say folks we're going to cover that uh we had Kathy wood and Tom lead together
- 1:02[SPEAKER_06]: Quite possibly the most bullish clip I've ever seen on the internet specifically on crypto Twitter and then we'll jump into the meme stuff later in the show We've got up only TV coming back.
- 1:12[SPEAKER_06]: We've got some base meme alpha that Joe's going to give out.
- 1:14[SPEAKER_06]: We have a cusp call from the boys from the momentum money makers community That's already been a two x absolute winners everywhere So even in a sideways market when times are unsure our guys are finding winners Brian and Joe welcome to the show Brian happy Friday my friend
- 1:29[SPEAKER_05]: What's up, Tvo?
- 1:30[SPEAKER_05]: Happy to be here.
- 1:31[SPEAKER_05]: It's always a good way to start off the weekend with a little rundown episode for the boys.
- 1:36[SPEAKER_06]: Yeah, absolutely.
- 1:36[SPEAKER_06]: There's no better way to start or kick off like a weekend Friday afternoon.
- 1:40[SPEAKER_06]: Like we talked, we joke about all the time.
- 1:42[SPEAKER_06]: Like we actually look forward to these.
- 1:43[SPEAKER_06]: So, excited to be here.
- 1:45[SPEAKER_06]: Joe, welcome.
- 1:46[SPEAKER_06]: Before you trip, I know your head now.
- 1:47[SPEAKER_06]: Thanks for squeezing us in.
- 1:49[SPEAKER_06]: Yeah, super excited.
- 1:50[SPEAKER_06]: Yeah, a lot going on.
- 1:52[SPEAKER_06]: Let's some, I'm gonna, I know Brian, I know you love the coin market caps.
- 1:56[SPEAKER_06]: Let's kick it off with that.
- 1:57[SPEAKER_06]: We had CPI come out.
- 1:59[SPEAKER_06]: Um, even though was a little bit of as one of those ones where it was a little higher, but it was lower than expected lower than expected.
- 2:05[SPEAKER_06]: Um, the market was kind of flying blind the last couple weeks here with the government shutdown.
- 2:10[SPEAKER_06]: You're not getting that traditional weekly data from the government.
- 2:14[SPEAKER_06]: Um, but it didn't seem to upset the markets too much.
- 2:16[SPEAKER_06]: And then they saw that lower than expected print this morning for the CPI.
- 2:20[SPEAKER_06]: Everything started to lift.
- 2:21[SPEAKER_06]: Um, your mag sevens Bitcoin, uh, the QQQs NASDAQ, everything was moving higher.
- 2:27[SPEAKER_06]: Um, so the crypto market seemed to like it, but man, just just kind of like a volatile couple weeks here.
- 2:33[SPEAKER_06]: Um, as we're always kind of hanging out on that upper third of all-time highs.
- 2:36[SPEAKER_06]: So what do you see in Brian?
- 2:37[SPEAKER_06]: What do you want to look at?
- 2:38[SPEAKER_06]: Uh, whatever, wherever you want to take us on the, uh, coin market capital, click through for you.
- 2:43[SPEAKER_05]: Yeah, I mean, let's just look at the big boys here.
- 2:45[SPEAKER_05]: Let's look at Bitcoin and Ethereum.
- 2:47[SPEAKER_05]: We've actually seen still some positive inflows with the ETFs, but we seem to, I can't get past like that, 114, 115, we keep getting knocked down to like these like sub-110 Bitcoin ranges.
- 3:01[SPEAKER_05]: A little frustrating, Jonah, we're talking about with the community a lot that we're seeing some just chopped.
- 3:06[SPEAKER_05]: That's exactly what it is.
- 3:07[SPEAKER_05]: It's not super exciting, but
- 3:10[SPEAKER_05]: Personally, I feel like a pretty comfy place.
- 3:12[SPEAKER_05]: So I mean, we're at $110,000 Bitcoin.
- 3:15[SPEAKER_05]: We got Fed meetings, we got Fed cuts.
- 3:18[SPEAKER_05]: Obviously, there's some macro news out there with the tariffs and government shutdowns.
- 3:23[SPEAKER_05]: Things that just seem to be holding us back, especially for such a bullish month, what we call uptober.
- 3:29[SPEAKER_05]: It hasn't we haven't quite seen that uptober we had a few days there what we're like oh yeah it's happening and then we obviously had a little pull back We had all those leverage liquidations.
- 3:40[SPEAKER_05]: So some things that just keep keeping us in check I'm not overly concerned at all, but it definitely feels like we keep like hitting into a wall and we're getting bought back down
- 3:49[SPEAKER_05]: A lot of people have been like pointing the finger at some like ancient Bitcoin whale wallets have been selling.
- 3:57[SPEAKER_05]: That could be true because a lot of those whale wallets, they they really follow that traditional four-year cycle that Bitcoin cycle.
- 4:05[SPEAKER_05]: I don't really foresee it really coming to fruition in the same way, but you know they have more money than we could dream so they're they're obviously taking profits when they got hundreds of millions of billions of
- 4:16[SPEAKER_05]: But personally, I think it's bullish because they're going to run out of Bitcoin to sell.
- 4:20[SPEAKER_05]: These ETFs, traditional finance, smart money's buying it up, and we're just going to get shallow or lows.
- 4:27[SPEAKER_05]: So I think this is a really interesting time, even though it's a little boring, because we're just chopping along.
- 4:33[SPEAKER_05]: I personally think we're going to chop for a few more weeks too until we probably catch, you know, good old Santa's rally.
- 4:40[SPEAKER_05]: I'm still very bullish that we're going to see some crazy numbers in Q4.
- 4:46[SPEAKER_05]: It might be a little bit later than I expected.
- 4:48[SPEAKER_05]: I thought we'd hit like an all-time high with Bitcoin right around Halloween.
- 4:52[SPEAKER_05]: Not kind of with like just a little bit of this chop.
- 4:55[SPEAKER_05]: I think it could go a few more weeks, but it's still super bullish for where we're at.
- 4:59[SPEAKER_05]: Bitcoin 110 grand a theorem for grand salon a close to 200 these aren't terrible numbers by any any means, but I would like to see next leg up.
- 5:10[SPEAKER_06]: And you wouldn't know that, because again, if you go over to the fear and greed index, I mean, people are scared out there, Joe, they're terrified.
- 5:16[SPEAKER_06]: So, you know, I always say whenever that number or whenever that, you know, the number that goes into fear and Bitcoin's above a hundred K, I mean, we would have, if we were talking about this last year, two years, and especially three years ago, if you would have said, like, hey, guess what, guys, we're going to be the fear and greed index is going to be in fear.
- 5:35[SPEAKER_06]: And Bitcoin's going to be up over a hundred K, be like, nah, no way.
- 5:38[SPEAKER_06]: That's crazy.
- 5:39[SPEAKER_06]: So I think it's definitely a new era and then obviously there's a lot of people that you know haven't been following the crypto one-on-one podcast haven't been subscribed to the YouTube haven't been listening the show for the last couple years like the majority of our listeners have and if you've been on that journey you know it's been a great one There's a lot of people newer to the market that we're buying in the 90s hundreds hundred tens were missing.
- 6:01[SPEAKER_06]: Oh, I got a buy at 115 120 You know it kind of felt like
- 6:06[SPEAKER_06]: You know, we all, you know, we're drinking the cool aid.
- 6:08[SPEAKER_06]: We're about to play a clip from our Kathy wouldn't Tom Lee.
- 6:11[SPEAKER_06]: We were all loving it.
- 6:12[SPEAKER_06]: Yeah, like Bitcoin 10k.
- 6:14[SPEAKER_06]: It's like, you know, the bears were calling are, I'm sorry, Ethereum 10k.
- 6:18[SPEAKER_06]: It's like, at one point, not that long ago, even the bears for Ethereum were saying, yeah, I mean, aka, aka looks like it, even the bears were calling for 8k.
- 6:26[SPEAKER_06]: which was wild.
- 6:27[SPEAKER_06]: So it felt like one of the situations where I like to say, everybody kind of felt one side of the boat, you know, Ray cuts are coming the runways clear.
- 6:36[SPEAKER_06]: Obviously the administration's pro-crypto.
- 6:38[SPEAKER_06]: So it just seemed like it was the perfect runway for flying high and no hiccups and we all know.
- 6:43[SPEAKER_06]: If you spent any time in the markets, that's not how it works.
- 6:47[SPEAKER_02]: Bitcoin right now is leading, holding everything up, right?
- 6:50[SPEAKER_02]: And a lot of people still believe Bitcoin 175 before it ended a year.
- 6:55[SPEAKER_02]: What happened recently was Solana.
- 6:57[SPEAKER_02]: ETF got approved in Hong Kong.
- 6:59[SPEAKER_02]: I'm going to Asia.
- 6:59[SPEAKER_02]: See, it's off because of me.
- 7:01[SPEAKER_02]: And we're going to see another wave coming with these ETF families coming into the quarter.
- 7:05[SPEAKER_02]: So I'm super stoked for how we end up the year is going to be fire.
- 7:08[SPEAKER_06]: Yeah, I think Brian you're right.
- 7:10[SPEAKER_06]: It's like everybody's kind of calling for this, uh, I don't know, neck breaking speed of a rally into the end of the year.
- 7:15[SPEAKER_06]: Um, I don't know.
- 7:17[SPEAKER_06]: I guess if we had the crystal ball, uh, we would we would, uh, you know, I'll be multi-billionaires, which we don't have sadly.
- 7:23[SPEAKER_06]: But you know, I think once you start shaking people out and you see that fear, especially that huge delivering event that happened not too long ago, it kind of feels like it's kind of a new new layer of evenness to kind of figure out where this might go into the end of the year.
- 7:39[SPEAKER_05]: Yeah, for sure.
- 7:41[SPEAKER_05]: And again, I think the key number, and it's a psychological number.
- 7:44[SPEAKER_05]: It's 100 grand for Bitcoin.
- 7:46[SPEAKER_05]: You know, if we were, if we were like 92,000, I'd be, I'd be kind of sweating it a little bit just thinking like what, what's, what are the bears, what's everything looking at, but we're at 110,000 dollar Bitcoin.
- 7:57[SPEAKER_05]: with some massive adoption in news coming still we just can like I know we talk about a lot of the administration and all the news are coming but it's a very bullish time for the crypto sector so that this pullback just feels more like a consolidation period feels like an opportunity to me we love buying Bitcoin at all time highs I'm guilty of it as well because oh my god to a million we go
- 8:22[SPEAKER_05]: but this is a great time to just continuously doll to cost average in and stay close but things don't feel like a 32 fear and greed meter.
- 8:32[SPEAKER_06]: It really doesn't.
- 8:33[SPEAKER_06]: But it doesn't, but other than the fact that we had that huge, you know, record setting, delivering that was a head scratching.
- 8:40[SPEAKER_06]: you know amount of money right and so again what we preach on the show and what we educate is you know if you're going to go in and do some leverage you better be well educated on it and you better not overextend yourself because if you don't know what you're doing you're you're you're entire years of work and savings and portfolio can disappear like that and so I think because we both are not be both we all that everybody on this team has their own trading strategies and sure there's different levels of risk
- 9:05[SPEAKER_06]: and risk taking, but it's all educated with understanding what we're doing, and it felt like a lot of the people who might be in that 32 fear level, you know, overextended themselves and lost a ton of money.
- 9:19[SPEAKER_06]: And the same thing with the altcoin or, you know, the altcoin season, Bitcoin season here 24.
- 9:24[SPEAKER_06]: I mean, it wasn't that long ago, guys, but you're doing shows with, I know you guys and Brendan that like, that was, you know, over, it wasn't totally altcoin season yet, but it was right on the cusp.
- 9:33[SPEAKER_06]: So it feels like I said it's like a full reset here Which again, I think you're in the right place if you continue to listen to these episodes during this boring Where you out type of things we've seen this before it happened last summer and there was the final flush Was the the Japan Akaitre had happened last August and everybody was like, well like I you know I don't know it's been it's done feel right we're going to the election doesn't feel right and it's like, well If you had polymark it and you were watching the statistics of what was gonna happen in the election
- 10:03[SPEAKER_06]: you know get your bets on the right side and it was an absolute rocket ship from that point uh... basically for you know six to eight months until uh... the tariff situation which again was another opportunities you're always you know the people that say like oh this is boring and i don't like the price action like that's the time to really be listening to these shows and educating yourself and staying with the markets because that's where the opportunities are
- 10:24[SPEAKER_06]: And then I'll transition us to a video.
- 10:27[SPEAKER_06]: So we have literally one of the biggest, the biggest bullish things I've ever seen online.
- 10:34[SPEAKER_06]: It's Kathy Wood and Tom Lee all in one clip.
- 10:37[SPEAKER_06]: It's three and a half minutes here.
- 10:38[SPEAKER_06]: Let's listen to the first, you know, we'll do a minute and then maybe I'll click around, get a little bit of both take.
- 10:43[SPEAKER_06]: But, I mean, the absolute permables of crypto here.
- 10:46[SPEAKER_06]: So let's hear what they have to say.
- 10:48[SPEAKER_00]: coast system we expect to hit $25 trillion in 2030, the vast majority of that in Bitcoin.
- 10:58[SPEAKER_00]: And mostly because we look at Bitcoin as a global monetary system.
- 11:05[SPEAKER_00]: in a rules based that we've been missing since the U.S. went off the gold exchange standard in 1971.
- 11:12[SPEAKER_00]: That's a very big idea.
- 11:14[SPEAKER_00]: It's the technology, obviously.
- 11:17[SPEAKER_00]: And it is the first of its kind, and we wrote a paper in 2016 on this.
- 11:22[SPEAKER_00]: First of its kind in a new asset class.
- 11:25[SPEAKER_00]: So those are three very big ideas.
- 11:29[SPEAKER_00]: I'd love to hear your thoughts on why,
- 11:33[SPEAKER_00]: or the ecosystem will surpass the coin.
- 11:38[SPEAKER_01]: Okay, well, if I could rewind a little bit to 1971 in our chairman's message last month, we addressed how gold versus Wall Street grew post 1971.
- 11:51[SPEAKER_01]: So 1971 was when Nixon formally withdrew the U.S. from the gold standard.
- 11:57[SPEAKER_01]: The immediate beneficiary was there was demand
- 12:08[SPEAKER_01]: But when what we wrote about and talked about in their message was that in 1971, the dollar became fully synthetic.
- 12:18[SPEAKER_01]: because it was no longer backed by anything.
- 12:21[SPEAKER_01]: And so there was a risk that the world would go off the dollar standard.
- 12:25[SPEAKER_01]: So in stepped Wall Street to create products, to propagate the future of Wall Street, including, and we listed, I think, 14 products that emerged over the next decade from money market funds to credit, to mortgage back securities, to futures, et cetera.
- 12:43[SPEAKER_01]: And dollar dominance by the end of that period,
- 12:46[SPEAKER_01]: went from 27% of GDP terms, but to 57% of central bank reserves and 80% of financial transaction quotes.
- 12:56[SPEAKER_01]: So Wall Street was created products that made the dollar dominant and the market cap of equities today is 40 trillion compared to two trillion for gold.
- 13:09[SPEAKER_01]: So in other words,
- 13:14[SPEAKER_01]: And so, in 2025, we think everything is now becoming synthetic.
- 13:19[SPEAKER_01]: As we hurt tokenized, sorry, not synthetic.
- 13:22[SPEAKER_01]: So as we move, not just dollars onto the blockchain, which is able to coins, but we'll move stocks in real estate.
- 13:30[SPEAKER_01]: Dollar dominance is going to be the opportunity of Ethereum.
- 13:35[SPEAKER_01]: So digital gold is Bitcoin.
- 13:38[SPEAKER_01]: And so,
- 13:40[SPEAKER_01]: In that world, we believe Ethereum could flip Bitcoin similar to how Wall Street and equestept gold take by Tom Lee.
- 13:48[SPEAKER_06]: I mean, I know I've seen him kind of explain that multiple ways, but I think it's interesting to see them go back and forth with each other.
- 13:54[SPEAKER_06]: And there's obviously tons of mutual respect when it comes to those, those two legends of the investing game and legends of the crypto space.
- 14:03[SPEAKER_06]: as a whole.
- 14:04[SPEAKER_06]: But, you know, Brian, it tosses you first.
- 14:06[SPEAKER_06]: What any thoughts or you lean in one way or the other?
- 14:09[SPEAKER_06]: Obviously, you know, Tom Lee's all in on Ethereum, he has a bias take full disclosure as we know he's on the board of BitMine, which is an Ethereum Treasury company and then Kathy Wood, herself has a Bitcoin RETF.
- 14:22[SPEAKER_06]: So, you know, the biases are there, but I think they both, you know, agree that, you know, crypto is the future and kind of that explanation of going and studying the
- 14:31[SPEAKER_06]: on what happened when that, you know, took place was fascinating.
- 14:36[SPEAKER_05]: First thing I noticed in that video, it might be a different office for Tom Lee, but he looks locked in because it looks like he released his bed with two additional computer monitors.
- 14:46[SPEAKER_05]: So my guy is grinding the charts with the, uh, with all of us right now.
- 14:52[SPEAKER_06]: That is a different, that is a different thing.
- 14:54[SPEAKER_06]: I know the bed was in his office, uh, at the office.
- 14:56[SPEAKER_06]: I believe this is maybe one of his homes, a little knuck looks like a nice little work
- 15:01[SPEAKER_05]: Yeah, looked a little different, but I honestly, I don't think you, you could probably have this debate for hours of, you know, the bullishness of Bitcoin and the thesis behind his digital gold and a store value and then Ethereum with all the stable coin legislation and just being one of the top top block chains of developers gravity towards and then the ETF support on both.
- 15:24[SPEAKER_05]: personally have exposure to both, so I'm bullish on both, and I see a path for both succeeding, and I think both Bitcoin and Ethereum will succeed together.
- 15:33[SPEAKER_05]: I don't think it's as much as like picking between them, which one outperforms, which one?
- 15:38[SPEAKER_05]: I would probably,
- 15:40[SPEAKER_05]: I don't actually probably lean a little bit more Ethereum right now, but you know, I could go on and on of why I believe that and then you could even you could argue Solana and some other L2s or later ones I should say that have tokens and that they don't have ETF support.
- 15:57[SPEAKER_05]: So I think at the end of the day, there's just a lot of smart people out there.
- 16:02[SPEAKER_05]: trying to build in the blockchain web three space and they're utilizing all these payment routes rails and utilizing Bitcoin and Ethereum and I think they're all going to go up eventually here.
- 16:14[SPEAKER_02]: Yeah, do any thoughts that on?
- 16:16[SPEAKER_02]: Yeah, I mean, one thing that Tom said that really spoke up, I've been watching a listen to a lot of time recently was just that we experienced what six Black Swan events since a 2021 and he said that in the face all of that crypto has risen, you know, and it deserves a higher market price and what.
- 16:32[SPEAKER_02]: it is now specifically Ethereum.
- 16:34[SPEAKER_02]: When you look at Silicon Valley, tech stocks versus the book value of crypto, it's like night and day, and it's slowly condensing.
- 16:43[SPEAKER_02]: An example we can give is like pump fun, right?
- 16:45[SPEAKER_02]: Ark Invest, a Kathy was talked about pump fun in her, in one of her funds.
- 16:50[SPEAKER_02]: And yeah, they have 1.5 billion in funds yet their market caps, less than 1.5 billion.
- 16:56[SPEAKER_02]: And that wouldn't happen in traditional,
- 16:58[SPEAKER_02]: tech world in Silicon Valley.
- 17:00[SPEAKER_02]: So we're slowly going to see that come together.
- 17:02[SPEAKER_02]: And all that to say is that your theorem is probably undervalued at what five inch billion.
- 17:07[SPEAKER_02]: We have Apple.
- 17:07[SPEAKER_02]: We have Nvidia two trillion now.
- 17:10[SPEAKER_02]: And Tom Lisa's in video is way undervalued.
- 17:13[SPEAKER_02]: So if Nvidia's undervalued, then your theorem definitely has room to go.
- 17:17[SPEAKER_02]: So I'm excited about your theorem overall.
- 17:20[SPEAKER_02]: More than before, because me and Brian, you're theorem maxis.
- 17:23[SPEAKER_02]: You know, he's wearing a sloth hat right now.
- 17:25[SPEAKER_02]: We went over to the dark side of the world.
- 17:28[SPEAKER_02]: goings in the trenches and and work I'm excited about your theorem all over again Pudgy Penguin your theorem you know and all of the NFTs are resilient on your theorem as well as the stablecoin market like Tom's referring to so I definitely see a path I mean it's clear right it's just going to follow Bitcoin but when when it becomes closer to book value to market value like the tech world I don't see a place where your theorem's not underneath I mean over 10,000.
- 17:54[SPEAKER_06]: Yeah, I couldn't agree more with the sentiment around the kind of the real world use cases of we're having a lot of fun there's there's a lot of education going on especially in your community of moment of money makers of like hey these aren't these NFTs aren't just jpegs and pictures like this is this this this is the future of community this is the future of kind of collectibles and all that stuff so there's a lot of stuff to learn
- 18:18[SPEAKER_06]: Um, but, you know, not everybody's been on board guys that's that's kind of been the theme of I think this bull run for the last couple of years, right?
- 18:25[SPEAKER_06]: Because it wasn't that long ago that, you know, some of the, I mean, you can make the argument this man's the most powerful man in finance and he's saying things like this.
- 18:32[SPEAKER_04]: Crypto.
- 18:34[SPEAKER_04]: If you mean crypto like Bitcoin, I've always said it's a fraud.
- 18:38[SPEAKER_04]: There's no help for it.
- 18:40[SPEAKER_04]: Well, if it's, if they think their currency does no help for it, it's a Ponzi scheme.
- 18:44[SPEAKER_04]: It's a public decentralized fund.
- 18:46[SPEAKER_06]: So Ponzi scheme, there's no hope for it, you know, this and that and the other thing and then, you know, wow, look at that, JP Morgan to allow institutional clients to use Bitcoin and Ethereum as collateral interesting.
- 18:59[SPEAKER_06]: I mean, that was just a year ago, that was 2024 folks.
- 19:03[SPEAKER_06]: We are here October on the back end of 2025.
- 19:06[SPEAKER_06]: And Jamie Diamond has called it the last two years.
- 19:10[SPEAKER_06]: It's a pet rock, it's a scam, it's a fraud, it's a Ponzi.
- 19:16[SPEAKER_06]: We most certainly will like to take it to use some collateral to give you some Bitcoin and Ethereum back to loans Disclaimer.
- 19:24[SPEAKER_06]: I don't think they put out the specifics of that yet Most certainly won't be one to one You know, there's going to be a markdown on those loans, but boys.
- 19:33[SPEAKER_06]: I mean Jamie Diamond, of course.
- 19:35[SPEAKER_06]: We've been saying this on the pod for about two years now You know, you got to do as they do not as they say and JP Morgan and Jamie Diamond specifically have been the best example of that
- 19:47[SPEAKER_05]: Yeah, we love our victory lapping with Jamie Diamond.
- 19:50[SPEAKER_05]: I mean, he's one of the most famous bankers of all time and for good reason, he does a lot of great things out there.
- 19:58[SPEAKER_05]: And I love to see these JP Morgan headlines.
- 20:01[SPEAKER_05]: I mean, this is very interesting because it's talking about like spot exposure and utilizing it as collateral.
- 20:07[SPEAKER_05]: It just goes to show you the traditional finance, these traditional bankers,
- 20:11[SPEAKER_05]: are now acknowledging Bitcoin and cryptocurrency as an asset class as a bigger part of our future.
- 20:18[SPEAKER_05]: And again, we're not bullish enough.
- 20:20[SPEAKER_05]: I don't care what the price says.
- 20:22[SPEAKER_05]: The permaboles says we're not bullish enough.
- 20:26[SPEAKER_06]: Not personal financial advice by any means.
- 20:29[SPEAKER_05]: Yeah, not at all, but we're not bullish enough.
- 20:32[SPEAKER_06]: Anything to add, Joe?
- 20:34[SPEAKER_02]: Yeah, I mean, I have a chance to count under a polygia that we have one of those, but I write a hood, you know, announced that they take Bitcoin's collateral and I'll go and use those guys.
- 20:43[SPEAKER_06]: Yeah, we love us some hood.
- 20:44[SPEAKER_06]: I always, I had the mean before it was, it was Sakewon Barclay jumping over that defender last year and I put, you know, Bitcoin is Sakewon and Jamie Diamond is the defender, but look, like,
- 20:54[SPEAKER_06]: He's bending the knee.
- 20:55[SPEAKER_06]: He's right.
- 20:55[SPEAKER_06]: We welcome.
- 20:56[SPEAKER_06]: We welcome Jamie Diamond again.
- 20:58[SPEAKER_06]: He is, you know, one of the most powerful people in finance and one of the most successful financial CEOs.
- 21:04[SPEAKER_06]: You know, you can't say enough about them for, you know, his accolades and what he's accomplished, you know, especially when it comes to the stock price of JP Morgan and growing that book of business.
- 21:15[SPEAKER_06]: But, you know, not everybody's without faults.
- 21:17[SPEAKER_06]: You're banking,
- 21:21[SPEAKER_06]: Not everybody can have a perfect run, but in the history of spanking CEOs, he's up there, he's up there for sure.
- 21:28[SPEAKER_06]: But what about, I guess the one-so-black rock, again, black rocks ahead of the curve, the first, you know, to the ETF, you know, filings, and kind of, I guess, you could say great Grayscale led the charge and paid for the lawyer fees, and I think black rock, you know, saved the money on that and teed up, and it was ready to swallow the market whole, as they did, being the first to reach.
- 21:48[SPEAKER_06]: What was it?
- 21:50[SPEAKER_06]: that magical hundred you know was a hundred billion dollar number recently they got under management for their Bitcoin ETF.
- 21:56[SPEAKER_06]: But I think what they're trying to do here is I saw whoever put this link in can lead it off is they're trying to attract the whales they're saying hey you know you don't want to have all that stuff on your own personal drives and keys like give it to us and make sure you know protect yourself from from some mistakes of self-custy so anybody seeing anything around this with the Bitcoin whales are moving money
- 22:18[SPEAKER_05]: Yeah, I threw this in just because I thought it was super interesting because obviously self-custody has a ton of advantages that we all know and a lot of the OG Bitcoin Maxi people, they're, you know, they're cyberpunk say they love the aspect of self-custy and they can still do that, but I found it interesting in this article that they black rocks onboarded like three billion with a B into the black rock ETF with some of these.
- 22:41[SPEAKER_05]: Wales and it there's some tax advantages there to get exposure to their ETF and these conversions and I think it's I think it's pretty sharp from not only some of these Wales to Blackrock and I've talked about this in the past To truly get to that next level where the super Uber wealthy people went to invest in Bitcoin The ETFs are such an easy onboarding mechanism that they can just call their broker and get exposure to Bitcoin
- 23:09[SPEAKER_05]: like they've always done.
- 23:10[SPEAKER_05]: They don't have to mess with Coinbase, they don't have to mess with self-custody.
- 23:14[SPEAKER_05]: There are some advantages here to being built in a more traditional house that we're going to see more wealthy people, not only these Bitcoin Wales, but we're going to see more wealthy people continuously
- 23:26[SPEAKER_05]: acquire these ETFs and I think it's a huge point we talked about all the time but it's a huge aspect of why crypto is becoming more legitimate.
- 23:36[SPEAKER_05]: The more money that gets put into these ETFs and funds that invest into them, the harder it is to essentially, I mean just a few years ago we're talking about the United States trying to ban Bitcoin.
- 23:47[SPEAKER_05]: That would be laughable now with these ETFs if that would ever be mentioned.
- 23:51[SPEAKER_05]: So I just thought this was pretty bullish to see some of these whales.
- 23:55[SPEAKER_05]: They might not be selling, they're moving some over to the BlackRock ETF.
- 23:59[SPEAKER_06]: Yeah, no, I think it's a great point.
- 24:02[SPEAKER_06]: No, sorry, good, Joe.
- 24:03[SPEAKER_02]: Now, I was going to say my large part of my exposure, my IRA is into the Bitcoin ETF because it says right theory, it offers tax benefits and that's something that everyone's looking for.
- 24:14[SPEAKER_02]: And then right below it is something that's, you know, people should be super bullish about because it just doesn't state there.
- 24:20[SPEAKER_02]: You could transfer a converted into actual spot bit coin.
- 24:24[SPEAKER_02]: So that's super exciting.
- 24:25[SPEAKER_06]: Yeah, and if you go and learn, you know, some options action over there, if you have a large amount, you could start selling calls and producing, you know, some yield and all that stuff, you could, you could be your own Michael sailor, alchemist and create your own little product, if you have enough if you have enough shares of the Bitcoin, you know, ETF so.
- 24:43[SPEAKER_06]: definitely a product that you know has a ton of use and you see it with the you know the fastest to black rocks you know beat beat out all those other famous ETFs to that you know under management number that they just hit which is which is awesome some more bullish news around ETFs you mentioned it earlier Joe Hong Kong
- 25:02[SPEAKER_06]: doing the first Solana ETF seems to be approved again.
- 25:06[SPEAKER_06]: We think that this is kind of, we won't harp on this too much.
- 25:10[SPEAKER_06]: It's a quick hitter, obviously the SEC with the government shut down has kind of paused everything around the sole ETFs for our markets, but we believe they're coming from our friends at Bloomberg Intelligence.
- 25:21[SPEAKER_06]: Some other breaking news this week, Trump Hardens convicted by the end founder, CZ.
- 25:28[SPEAKER_06]: A lot of a lot of hot takes here.
- 25:30[SPEAKER_06]: I think half the people that were commenting on it didn't realize that CZ already like served is, you know, already served and then did some time and like it's kind of a old
- 25:40[SPEAKER_06]: Not old news, but like people that were talking about it didn't really know what they're saying.
- 25:43[SPEAKER_06]: Like, you know, Elizabeth Warren called it money laundering or something.
- 25:48[SPEAKER_06]: Like, she used to term that it's not what it was.
- 25:51[SPEAKER_06]: So obviously, this is a polarizing issue.
- 25:54[SPEAKER_06]: We actually had some, you know, we appreciate all the comments, whether it's YouTube's modified X, whatever.
- 25:59[SPEAKER_06]: You know, we want to engage with everybody as much as possible.
- 26:01[SPEAKER_06]: But we got a, we got a comment this week that was saying that we were to,
- 26:05[SPEAKER_06]: You know, two one sided on the Trump train here, and I just think like it's just in the news.
- 26:10[SPEAKER_06]: So we we apologize for humans.
- 26:12[SPEAKER_06]: Obviously we have opinions and thoughts, but we just try to bring you guys the news.
- 26:15[SPEAKER_06]: And this is what's going on.
- 26:17[SPEAKER_06]: I pulled a video because I was like, I thought this was pretty funny.
- 26:21[SPEAKER_06]: Like, try.
- 26:22[SPEAKER_06]: CZ Park getting pardon I think is big for the space right because him getting pardon I think is less about the sentence right because that's kind of in the past it's more about him being able to work for companies and work in government so now that this is pardon he has the ability to go back and work and do CEO work and you know consulting and government work so again to your point Brian it feels like one of those things that uh hire
- 26:47[SPEAKER_06]: But I thought it was funny where, you know, we're not, at least I'm not a 100% you know on board the Trump channel the time.
- 26:54[SPEAKER_06]: I mean, listen, listen to him talk about parking ZZ.
- 26:56[SPEAKER_06]: Like he has no idea who the guy is.
- 26:58[SPEAKER_06]: Uh, as you can see here, I put Trump comments on pardoning his good friends, ZZ for buying it.
- 27:04[SPEAKER_03]: People say that are you talking about the crypto person?
- 27:07[SPEAKER_03]: A lot of people say that he wasn't guilty of anything.
- 27:10[SPEAKER_03]: He served four months in jail and they say that he was not guilty of anything.
- 27:14[SPEAKER_03]: That what he did, well, you don't know much about crypto.
- 27:17[SPEAKER_03]: You know nothing about nothing, you know, fake news.
- 27:21[SPEAKER_03]: But let me just tell you that he was somebody that, as I was told, I don't know.
- 27:26[SPEAKER_03]: I don't believe I've ever met him.
- 27:29[SPEAKER_03]: But I've been told by a lot of support he had a lot of support and they said that what he did is not even a crime.
- 27:36[SPEAKER_03]: It wasn't a crime that he was persecuted by the Biden administration and so I gave him a partner at the request of a lot of very good people.
- 27:46[SPEAKER_06]: I don't, I don't know.
- 27:48[SPEAKER_06]: I've never met him, gave him a pardon.
- 27:50[SPEAKER_06]: I mean, again, try to take politics out of that.
- 27:53[SPEAKER_06]: We're here.
- 27:54[SPEAKER_06]: We're in the markets.
- 27:55[SPEAKER_06]: We're trying to trade and invest in win.
- 27:58[SPEAKER_06]: But like, okay, so you have a lot of people, apparently, people that the president listened to, telling him to go do this, which is borderline a favor at this point, because the sentence is already been served to go do this.
- 28:08[SPEAKER_06]: It's like, okay, they want him involved in the markets.
- 28:10[SPEAKER_06]: And you could, you could make a full on argument.
- 28:12[SPEAKER_06]: We talked about it last week with Brendan.
- 28:15[SPEAKER_06]: all this is going on all this craziness and bnb coin is barely moved from all time highs in fact it made an all time high last week so you know you could say it's the best coin in the world you could call I don't know maybe some insider corruption who who knows you have to make your own decisions there but when it comes to the sense of you know going higher it's like when you start to see this stuff this is what the administration's thinking this is where they want to go and again you got to skate to where the pucks go and not where it is
- 28:43[SPEAKER_05]: Yeah, Trump is a lover more hate him.
- 28:45[SPEAKER_05]: He's absolutely abutied to watch in these press conferences like just what comes out of his mouth And you don't have you it's just hilarious So you could likely saying or not it's just like I can't believe that guy's saying that
- 28:59[SPEAKER_05]: but I think that clips hilarious.
- 29:01[SPEAKER_05]: I don't know enough about the what season's actually guilty of and the time served and what that I am just not.
- 29:08[SPEAKER_05]: I'm going to trust that some people smarter and that elected are going to take care of that but I think this is a big move for the space.
- 29:18[SPEAKER_05]: This part in it's gay gets cheesy a little bit more involved.
- 29:21[SPEAKER_05]: I know he's had some like
- 29:27[SPEAKER_05]: Crypto finance area.
- 29:29[SPEAKER_06]: Oh, yeah, 100.
- 29:30[SPEAKER_06]: Well, and so does finance.
- 29:32[SPEAKER_06]: Just like we congratulate, you know, Jamie Diamond again for being literally the best banking CEO of our generation.
- 29:37[SPEAKER_06]: You know, again, the, you know, not Jamie Diamond personally, but JP Morgan under his leadership was doing the Epstein banking for a long time.
- 29:45[SPEAKER_06]: So again, there's, there's gray areas.
- 29:46[SPEAKER_06]: There's crime and there's crime and there's crime and there's crime and there's crime and crypto and we're going to get to it folks at the end of show a little teaser.
- 29:53[SPEAKER_06]: spoil alert.
- 29:55[SPEAKER_06]: There's crime in gambling.
- 29:56[SPEAKER_06]: There's crime in sports.
- 29:57[SPEAKER_06]: There's crime everywhere.
- 29:58[SPEAKER_06]: Wherever there's money floating around.
- 29:59[SPEAKER_06]: There's going to be some bad actors.
- 30:02[SPEAKER_06]: But that's why you come here to the crypto one-one podcast because we just try to make sense of this crazy world for you.
- 30:06[SPEAKER_06]: But a lot of bullish news for the finance family CD.
- 30:10[SPEAKER_06]: CZ pardon.
- 30:11[SPEAKER_06]: So what does that mean?
- 30:12[SPEAKER_06]: Again, where is he going to go work?
- 30:13[SPEAKER_06]: Consult, we'll stay tuned to that and let you know.
- 30:16[SPEAKER_06]: But the B&B coins go in everywhere.
- 30:18[SPEAKER_06]: For such a high market cap coin, it was never on Coinbase.
- 30:21[SPEAKER_06]: Just got listed there.
- 30:22[SPEAKER_06]: Just got listened to Robin Hood as well.
- 30:24[SPEAKER_06]: So opening up a lot of market participants to buying some more B&B, which I found interesting and fantastic timing for the news flow of everything.
- 30:35[SPEAKER_06]: Let's see.
- 30:36[SPEAKER_06]: Any thoughts on CZ Joe and Binance before we move on?
- 30:41[SPEAKER_02]: No, just that Coinbase listed Binance before to pardon
- 30:46[SPEAKER_02]: And so maybe they knew something, but it was like, yeah, I feel like Brian Armstrong might be in the know a little bit.
- 30:52[SPEAKER_05]: Well, they were like chirping each other back and they were this is like the beautiful thing about like crypto Twitter.
- 30:57[SPEAKER_05]: Yeah, we get our news now.
- 30:59[SPEAKER_05]: It's like CZ was basically I might be getting this a little wrong, but like you're so all I'm hiding you claim in this.
- 31:05[SPEAKER_05]: You don't even list binding it's on your platform.
- 31:07[SPEAKER_05]: And the next day like Brian Armstrong's like, well, this is a nice on our platform.
- 31:11[SPEAKER_05]: So it's just a wild time to be following everything going on in crypto, it's a lot of fun.
- 31:20[SPEAKER_06]: yeah and you get all that stuff on acts again if people that are following crypto aren't on acts and aren't following at the crypto one-on-one pod you really miss it out because all this you know all this talk back and forth that Brian's saying it all happens out in the open on acts uh... you get a ton of great content on a great videos instead stay up to date on all the breaking news so i think it's important place to be especially if you're in crypto
- 31:42[SPEAKER_06]: But moving on we had a coin speak of coin-based guys They made a huge announcement up on the TV is coming back and if there's one person That's the most excited here.
- 31:52[SPEAKER_06]: It's Brian so Brian I want to get you center stage I know we have some links here about coin-based buying up the NFT I can bring that up just point to anything you want on the sheet I'll pull it up and break it down for people but tee it up as well and then break it down because I think there's gonna be some listeners that might not know the full story
- 32:10[SPEAKER_05]: Yeah, Kobe is the guy's name.
- 32:13[SPEAKER_05]: That's a famous like meme creator, creator, personality, and crypto Twitter.
- 32:19[SPEAKER_05]: Always has these really hot takes.
- 32:21[SPEAKER_05]: I think he's real name's Jordan.
- 32:23[SPEAKER_05]: And then there's his co-host, which was a ledger, ledger status, just does a lot of the TA, just the chill kind of vibes type of guy.
- 32:31[SPEAKER_05]: And they had a show.
- 32:33[SPEAKER_05]: It was launched in 2021.
- 32:34[SPEAKER_05]: I'm 99% sure it was sponsored by FTX.
- 32:38[SPEAKER_05]: that was a big reason why they took it down at one point, but they had like 60 some episodes that were just absolutely amazing.
- 32:48[SPEAKER_05]: Just these two guys that were electric, electric traders knows the space inside and out just had this really good vibes to them and I used to watch up only
- 33:00[SPEAKER_05]: and just it is a great name too and I used to watch their show and when FTX exploded right around like that 2020 to era are they pretty much shut it down as well they were a main sponsor of FTX and people were pissed they were like what the heck like everyone really liked up only they did all sorts of different unique things everything from just like
- 33:23[SPEAKER_05]: talking about meme points, they're talking about the macros to helping kids fight leukemia through fundraisers.
- 33:30[SPEAKER_05]: They would actually have these, find these musicians on Twitch.
- 33:35[SPEAKER_05]: And everybody would power in and like a girl would be playing the acoustic guitar and he would be like, hey man.
- 33:40[SPEAKER_05]: play smells like team spirit and she would start this place smells like team spirit and all of a sudden the chat would flood them with hundreds of Ethereum quarter of a million dollars we're talking about and they're like is this real it was it was just such a great episode and for them to abruptly pretty much cancel and then we went to this huge bear market it sucked
- 34:02[SPEAKER_05]: So that went down, essentially everyone was like, when you come back, Kobe's like, hey, he created NFT.
- 34:09[SPEAKER_05]: And it basically said, the purchaser of this NFT gets eight episodes from Ledger and I, we have full discussion to basically talk about whatever we want, but we'll do eight episodes in the cost $25 million.
- 34:23[SPEAKER_05]: And it was pretty much a joke because who the heck was gay paid $25 million for these eight episodes?
- 34:30[SPEAKER_05]: to Coinbase, Brian Armstrong comes in.
- 34:33[SPEAKER_05]: They buy the NFT and now they're on the hook to do eight new episodes.
- 34:39[SPEAKER_05]: I think that'll round them out to about 70 total episodes and it's really electric stuff and that we've seen a little bit more around this so you can see that they bought the $25 million NFT.
- 34:52[SPEAKER_05]: They're on the hook to do eight episodes so they're coming back.
- 34:55[SPEAKER_05]: I'm super fired up for it.
- 34:57[SPEAKER_05]: Obviously Coinbase is fired up and then the next day we actually see Coinbase bought Kobe's platform Echo for like 375 million bucks.
- 35:09[SPEAKER_05]: Yeah, so the goes to show you that there was probably a lot going on with this buy wasn't just a $25 million or eight episode NFT, but now they bought his platform echo, which does some great things really helping, you know, fundraise and bring a unique part to the ecosystem.
- 35:28[SPEAKER_05]: But I'm fired up for the episodes, really excited to see how it all shakes out, and I've even seen like if anybody's following like that get rich quick, get rich quick, Nick God, the Nick O'Neill character, I know they were going back and forth Kobe was like essentially like, hey, you wear a hot mic and do whatever we say on the street, and you'll be at guest number one of our show.
- 35:52[SPEAKER_05]: So,
- 35:53[SPEAKER_05]: With that all being said, we don't know what these shows are going to be all about, but they're going to get a ton of viewership and then when you lay one more layer onto this, they also claim base or base ecosystem has the Zora platform and they're trying to bring a lot of social media content, a lot content to it.
- 36:11[SPEAKER_05]: So I wouldn't be surprised to see.
- 36:14[SPEAKER_05]: up only launch on Zora.
- 36:16[SPEAKER_05]: A lot of unique ways to think about this, but I'm going to kind of wrap it up and kind of kick it over to Joe that amazing stuff can't wait for this episode.
- 36:24[SPEAKER_05]: These episodes to come out.
- 36:26[SPEAKER_02]: Love that template, little bubble of Brian right there in a Capato right corner.
- 36:29[SPEAKER_02]: Uh-huh.
- 36:31[SPEAKER_02]: Yeah, this all happened in the last what seven days.
- 36:35[SPEAKER_02]: I joked internally that because Kobe said that anyone about the NFT, we might not even mention you if you bought us for 25 minutes.
- 36:43[SPEAKER_02]: So Twitter was going crazy.
- 36:44[SPEAKER_02]: They're like, yeah, don't don't mention Coinbase start streaming on Binance.
- 36:47[SPEAKER_02]: You know, be hilarious if they just started streaming like on another platform.
- 36:51[SPEAKER_02]: But then one day later,
- 36:52[SPEAKER_02]: they come out with the Coinbase buys echo.
- 36:55[SPEAKER_02]: So, you know, this had been talked for a while.
- 36:57[SPEAKER_02]: You don't just make it three inches and if I'm doing the acquisition out of a whim.
- 37:01[SPEAKER_02]: So, this is not a surprise purchase by Coinbase by enemies.
- 37:04[SPEAKER_02]: They probably had to buy it to make the acquisition go through.
- 37:07[SPEAKER_02]: That's probably one of the stipulations.
- 37:09[SPEAKER_02]: And then, of course, you know, if you go on Kobe's handle, you'll see that it says Coinbase on his handle now.
- 37:14[SPEAKER_02]: So, he didn't sell it so, but, you know, large part of his over Coinbase.
- 37:18[SPEAKER_02]: And pretty sure the platform that Brian's talking about,
- 37:22[SPEAKER_02]: is where he's going to stream those episodes.
- 37:25[SPEAKER_02]: It just makes sense, right?
- 37:26[SPEAKER_02]: Because he's got a pump his own bags.
- 37:27[SPEAKER_02]: He's a coinbase mascot right now.
- 37:29[SPEAKER_02]: And Zora has his own token.
- 37:31[SPEAKER_02]: So that's that's an alpha call for you guys.
- 37:33[SPEAKER_02]: Zora did pump up recently because of hood, a Robin Hood listing, Tivo, not sure if you knew that.
- 37:38[SPEAKER_02]: And it's a near off time highs or is it going back to no we didn't put it on the chart here, but that was a call.
- 37:43[SPEAKER_02]: That's going to be a solid, you know, base.
- 37:47[SPEAKER_02]: So that's that's an african when base launches the tokens.
- 37:49[SPEAKER_02]: People's going to be like, what's on base?
- 37:51[SPEAKER_02]: Like, I don't even use base.
- 37:52[SPEAKER_02]: I wonder first things are going to be, you know, um, seeing on their isora.
- 37:57[SPEAKER_06]: So that actually credit credit credit to the rundown because when everybody was on vacation one week I need to get an episode out So I invited our friend over from tasty trade who joined us and I just told him I was like, hey, bring you know bring a coin bring a call And his was actually Zora and it was it was down here in this range and so absolute absolute gem
- 38:17[SPEAKER_06]: of a call that you got on the run down if you if you listen and subscribe so if you're here on youtube give us a thumbs up if you're new definitely hit the subscribe button check it out on the bottom right you'll see our logo hit that and subscribe and then again if you're a pod listener you're always in the right place but let's transition guys this is what the people love when you're here let's dive into the momentum money makers if you guys you obviously know Brian and Joe by now and if you're interested at any point in joining their community we
- 38:45[SPEAKER_06]: Just go down, check it out.
- 38:47[SPEAKER_06]: It's the first link there for you and give it a click.
- 38:50[SPEAKER_06]: And again, I think it's like a dollar trial.
- 38:52[SPEAKER_06]: So if you want more access to these calls that they give, if you want the instant alerts, you can kind of take action on them and get educated the right way.
- 38:59[SPEAKER_06]: Check out that link below.
- 39:00[SPEAKER_06]: But fellas, you guys have had, let's start with, let's start with Tiber.
- 39:03[SPEAKER_06]: We'll go Tiber first and then we'll go over to base meme.
- 39:06[SPEAKER_06]: So what was going on with Tiber?
- 39:07[SPEAKER_06]: I know that was one of your calls not too long ago.
- 39:10[SPEAKER_05]: Yeah, that call was a couple months ago, and it was one of the more bullish, if we even wanted to call it a meme coin, meme coin calls back in the day.
- 39:19[SPEAKER_05]: And I think we've been talking about it on the run down a handful of times.
- 39:23[SPEAKER_05]: So we called it, I'm looking right now at around a $70 million market cap, and I think it's closing on $400 million.
- 39:29[SPEAKER_05]: So a big win, especially in these markets with not a ton of stuff pumping.
- 39:34[SPEAKER_05]: for anybody to follow, but Tiber is essentially a ribbit capital, but ribbit spelled backwards.
- 39:40[SPEAKER_05]: And we did talk about this on the run-down, because the AI agent that actually controls it, bought that clump, crypto punk we see in the corner.
- 39:49[SPEAKER_05]: And this has just been one of the best-looking charts in all of crypto, straight and up into the right.
- 39:55[SPEAKER_05]: Personally, I still have some holding, so just a full disclosure for everyone.
- 40:00[SPEAKER_05]: It's a coin that I've just felt very comfortable holding.
- 40:04[SPEAKER_05]: But I thought it was only like a 3x, but probably even more since probably early on calling it.
- 40:11[SPEAKER_05]: And that's kind of what we do do with the momentum money maker.
- 40:13[SPEAKER_05]: So I remember talking to Joe when this first released, and I was like, man,
- 40:18[SPEAKER_05]: This Tibbers ribbit backwards and then we back traced it to the CEO and Mickey and his connection with punks and what they were building and they just had two very similar vibes and I'm like man, I'm telling I think Tibbers ribbit capital and why I'm pointing it out today is ribbit capital actually kind of
- 40:47[SPEAKER_05]: two ribbit capital and you know that's that's just kind of some of the alpha that we're peeling through not all of them have to be like just straight meme coin plays.
- 40:56[SPEAKER_05]: It's just really peeling back those layers of the onion and trying to figure out the best opportunities.
- 41:02[SPEAKER_06]: Yeah anything to add on Tibber Joe or we can transition to the base meme coin alpha call if you want
- 41:08[SPEAKER_02]: Yeah, not on tibre, but if you could pull up that Zora thing real quick, because I didn't think about this, but this is an alpha call within alpha call.
- 41:14[SPEAKER_02]: We're just giving it all today.
- 41:15[SPEAKER_02]: We're just releasing it off.
- 41:17[SPEAKER_02]: So Zora has a token right, but if you're a create on Zora, you create content videos, pictures like Instagram, whatever, you automatically get a token created.
- 41:27[SPEAKER_02]: If should Wood Kobe launches his up-only podcast on here?
- 41:32[SPEAKER_02]: The Kobe token is going to be automatically launched.
- 41:35[SPEAKER_02]: So that thing is probably going to be like a rocket ship up.
- 41:39[SPEAKER_02]: Because there was a meme coin created immediately when the purchase was announced of the $25 million.
- 41:46[SPEAKER_02]: But if he has an official one, Vizora, that's an alpha call with an alpha call for you guys.
- 41:50[SPEAKER_02]: This is kind of like the beta call.
- 41:51[SPEAKER_02]: So yeah, take that for what it is.
- 41:54[SPEAKER_02]: And then on the base meme coin call just a wrapped things up nicely in a bowl, you can click on over to the the base meme coin link.
- 42:01[SPEAKER_02]: This is if you zoom out on the on a daily or even a weekly even.
- 42:06[SPEAKER_02]: This is Brian Armstrong's cat.
- 42:09[SPEAKER_02]: For some reason, dogs don't, the dog memes don't thrive on base.
- 42:15[SPEAKER_02]: But cats do.
- 42:16[SPEAKER_02]: So Brian Armstrong's dog named Russell by the way, which we talked about.
- 42:20[SPEAKER_02]: His meme coin is not doing so hard.
- 42:22[SPEAKER_02]: It seems like cats are doing well on base.
- 42:25[SPEAKER_02]: But what we're trying to share is that, momentum was really quickly.
- 42:30[SPEAKER_02]: Just a few weeks ago, we were talking about purpose platforms, and we had a huge liquidation.
- 42:34[SPEAKER_02]: But one thing that's coming up is to really paint a good picture of this is the base token, right?
- 42:40[SPEAKER_02]: If you want to pull it up coin market cap, there's, you know, there's precedence to this, right?
- 42:44[SPEAKER_02]: Binance chain is 148 billion dollar market cap.
- 42:49[SPEAKER_02]: Mantle.
- 42:50[SPEAKER_02]: is run by exchange caught by bit and they're at like $5 billion.
- 42:55[SPEAKER_02]: What I'm trying to say is that Binance is vertically integrated with, you know, Binance Mart chain, by bits verbally integrated will mantle what's based verbally integrated with Coinbase, but bases in the have a token.
- 43:07[SPEAKER_02]: Well, that's not that's not a real based token.
- 43:09[SPEAKER_02]: I just meant to pull up a Coinbase ranking over on my bat.
- 43:12[SPEAKER_02]: My bat Tvo.
- 43:13[SPEAKER_02]: My head.
- 43:14[SPEAKER_02]: No.
- 43:16[SPEAKER_02]: Don't buy this token.
- 43:17[SPEAKER_02]: But what we're saying is that everything that we talk about is, there's a rhyming reason for right.
- 43:22[SPEAKER_02]: Why did Brian Armstrong buy, you know, Kobe Zena T right now?
- 43:26[SPEAKER_02]: Why did he buy his venture fund right now?
- 43:29[SPEAKER_02]: Why is or a poppin?
- 43:30[SPEAKER_02]: Why is Tipper poppin?
- 43:31[SPEAKER_02]: Why is Brian Armstrong's cat to the mean coin poppin off and big?
- 43:35[SPEAKER_02]: Because all eyes are on base right now, the every one's waiting for the base, token to drop.
- 43:40[SPEAKER_02]: is probably going to come closer to the end of 2026 versus earlier because there's a ton of air drops coming in Q4 and where I think it's going to rotate to is based.
- 43:50[SPEAKER_02]: So the people who is getting an early, they're like, you know, on chain can mark all your activity.
- 43:55[SPEAKER_02]: So if you show on chain activity, potentially you might get a base token air drop.
- 44:00[SPEAKER_02]: I think Brian Armstrong will be crucified if he didn't do a based air drop to the community, you know, of any sort.
- 44:07[SPEAKER_02]: So in order to get support.
- 44:09[SPEAKER_02]: So everyone out there right now is there's a potential to hit something we call air drops.
- 44:15[SPEAKER_02]: And we could talk about that next time as you want, but that's just why things are popping off right now in the base ecosystem.
- 44:21[SPEAKER_06]: Yeah, and then we've covered obviously based top to bottom obviously we mentioned aerodrome a ton on this podcast we've even had aerodrome interviewed on the pod with one of our flagship interviews.
- 44:31[SPEAKER_06]: So, you know, our team's been all over it and we'll continue to be all over it.
- 44:35[SPEAKER_06]: as we continue on.
- 44:36[SPEAKER_06]: I'll say this a lot of smart people.
- 44:38[SPEAKER_06]: They know what they love base.
- 44:40[SPEAKER_06]: They love coin base of Robinhood, but I'll tell you what boys.
- 44:43[SPEAKER_06]: The smartest people in the world.
- 44:46[SPEAKER_06]: And quote unquote, the self-proclaimed smartest person in the world loves Puggy penguins.
- 44:52[SPEAKER_06]: So there's the guy we've talked about them on the show.
- 44:54[SPEAKER_06]: How, you know, the smartest person with the highest IQ in the world.
- 44:57[SPEAKER_06]: Again, I don't know how to rate that.
- 44:59[SPEAKER_06]: I'm sure there's an argument, but he's one of the definitely the smartest people in the world
- 45:03[SPEAKER_06]: came out and said he loves Bitcoin.
- 45:05[SPEAKER_06]: He's putting all of his money into Bitcoin.
- 45:07[SPEAKER_06]: I believe in Jesus.
- 45:09[SPEAKER_06]: All that stuff was was all over Twitter.
- 45:11[SPEAKER_06]: Uh, and now he's on on the board of directors of some sort of Puggie Penguin, um, and the, uh, our no advising.
- 45:18[SPEAKER_06]: He's now advising Puggie Penguin as the Lord thickens.
- 45:22[SPEAKER_06]: So if you love Bitcoin, if you love pen goo and you love Jesus, you could technically say you are some of the most smartest people on the planet.
- 45:29[SPEAKER_06]: Does this get you excited, Joe?
- 45:30[SPEAKER_06]: You're, you're, you're our pen goo number one, oh, Brian, and you both love it.
- 45:34[SPEAKER_06]: But Joe, I always look at you as like my pen goo guy.
- 45:37[SPEAKER_06]: Does this get the juices flowing?
- 45:38[SPEAKER_06]: Does this build the law for you?
- 45:40[SPEAKER_02]: I mean, if he's compared to Bitcoin and Jesus and hell, yeah, I mean, there you don't get much better than those two Yeah, I'm mixed.
- 45:49[SPEAKER_02]: I'm more excited that Tom Lee Tom Lee has a Pajipangu, but you know They're doing things every single week.
- 45:54[SPEAKER_02]: So they have some big things coming Q4 We still don't know who Pajipangu is a choir.
- 45:59[SPEAKER_02]: They had a big acquisition So we definitely love Pango and we just can't wait to see you what the implement you know Q4 is usually the quarter that Pango I'm sorry Pajipangu is does the best
- 46:10[SPEAKER_05]: Yeah, I was I saw something going around Twitter yesterday and Luca commented on it was like a Penguin and a panda emoji and people were like claiming that there's like some sort of correlation between a kung fu panda Come event yeah and pudgy penguins But I think even somebody in our chat shout out whoever that was Noah Noah looks like even asked about pengu
- 46:34[SPEAKER_05]: And I know it's down, but it's still personally and not funny into advice.
- 46:40[SPEAKER_05]: It's like one of my favorite coins to keep buying.
- 46:43[SPEAKER_05]: Maybe I'm like a glutton for punishment, but it just feels like so many reasons why.
- 46:49[SPEAKER_05]: Like it's a $1.3 billion market cap.
- 46:52[SPEAKER_05]: It is one 20th, one 30th of Dogecoin.
- 46:57[SPEAKER_05]: And they have huge partnerships.
- 46:58[SPEAKER_05]: We've talked about all through the rundowns and within our community.
- 47:02[SPEAKER_05]: I just think it's absolutely going to explode, but obviously some of the meme coins out there, the hype goes away once we see like Bitcoin and Ethereum kind of getting waxed and getting hit or these long leverage liquidations, you know, these higher risk assets are going to take a hit.
- 47:22[SPEAKER_05]: So,
- 47:23[SPEAKER_05]: Personally, fundamentally, I don't see anything wrong with Pengu.
- 47:26[SPEAKER_05]: It's one of my favorite bags I hold.
- 47:28[SPEAKER_05]: I absolutely love acquiring more.
- 47:31[SPEAKER_05]: And I think the sky's gonna be the limit.
- 47:34[SPEAKER_05]: Really, once we start kicking off with new highs and a lot of the macros, I think Pengu's gonna be following at an absolute crazy speed.
- 47:42[SPEAKER_02]: Yeah.
- 47:43[SPEAKER_02]: They got 39 revenue and Silicon Valley, people usually trade 30, 40, 50 times earnings.
- 47:49[SPEAKER_02]: So it's perfectly valued right now.
- 47:53[SPEAKER_06]: I love that I think that's a great little tidbit that's a fun fact and then the holiday season who knows what they're going to drop and maybe those revenues go higher, you know, some stocking stuffers, maybe some pudgies under the tree who knows.
- 48:07[SPEAKER_06]: But let's go, let's, let's, we got like 10 minutes till an hour.
- 48:11[SPEAKER_06]: So let's move on here a little bit.
- 48:13[SPEAKER_06]: We got a lot to talk about with here's some quick hitters.
- 48:17[SPEAKER_06]: Robinhoodless hype.
- 48:18[SPEAKER_06]: So just if you're interested in hype, I know we've talked about it on the show before that's now available on Robinhood.
- 48:24[SPEAKER_06]: And then let's touch on this real quick before we dive into our final topic.
- 48:27[SPEAKER_06]: Open C sets the launch of choke token for Q1.
- 48:32[SPEAKER_06]: We'll hold on comments for that because actually believe it or not, we have the open and I'm sure that's why they're coming on.
- 48:38[SPEAKER_06]: We have the OpenCCMO joining us next week for a flagship interview podcast.
- 48:43[SPEAKER_06]: We're going to dive deep into the OpenC token launch, which is set for Q1226 with 50% of the revenue at launch, earmarked for buyback.
- 48:52[SPEAKER_06]: So an interesting setup there.
- 48:53[SPEAKER_06]: We're going to do a full podcast episode with Bryce and Brendan on that and get that out to you in the next couple of weeks.
- 48:58[SPEAKER_06]: So something to look forward to.
- 49:00[SPEAKER_06]: But the main event,
- 49:01[SPEAKER_06]: of the week here has been and continues to be the the prediction markets.
- 49:06[SPEAKER_06]: I mean you had draft kings acquiring one.
- 49:09[SPEAKER_06]: Jupiter's launching prediction markets with cows.
- 49:11[SPEAKER_06]: She cows she's fielding investment offers at a ten plus billion dollar evaluation.
- 49:17[SPEAKER_06]: And then again, let's start it off here guys who's seeing the news around.
- 49:22[SPEAKER_06]: the uh... poly-market to launch a token the cma of poly-market confirms that native tokens coming so what what are the thoughts around that what what could that lead to
- 49:33[SPEAKER_05]: tell you what, I've been absolutely crushing my calcium polymarket account recently, while crushing with like deposits, I was actually up and both accounts for quite some time and we've recently just hit the red, so I need this token.
- 49:50[SPEAKER_05]: I need this token to come harder than ever.
- 49:53[SPEAKER_05]: No, it's it's exciting stuff.
- 49:55[SPEAKER_05]: We had a Matthew jump on.
- 49:58[SPEAKER_05]: I listen to him live on the morning minute, a talk about their token the other day and he acknowledged.
- 50:05[SPEAKER_05]: He's like, yeah, we're launching a token.
- 50:07[SPEAKER_05]: We're going to be launching a token.
- 50:08[SPEAKER_05]: He said the first order of business is the United States and building out the interface in the app.
- 50:13[SPEAKER_05]: So they're coming to the United States.
- 50:16[SPEAKER_05]: Cash is the only one currently where you don't need a VPN.
- 50:19[SPEAKER_05]: Pauli market a little bit different so if you're not in the United States, there's some hurdles there, but they're they're going to be launching the United States any day I think they're going for like a 15 billion dollar valuation so prediction markets are we've been talking about for months now guys.
- 50:34[SPEAKER_05]: that, you know, my experience with draft Kings, we've mentioned this on the rundown and no insider information, but I was like, things are getting too big for prediction markets for draft Kings, not to evaluate a prediction market, and sure enough, they didn't acquisition of railroad.
- 50:50[SPEAKER_05]: They get it, some huge news out there.
- 50:54[SPEAKER_05]: but with this polytoken being announced essentially through the news just goes to show you that air drops are going to be very healthy for people that are exploring these areas and yet here's the tweet I was referring to draft king's acquired railroad so prediction market meta is real
- 51:10[SPEAKER_05]: I think there's this like alpha here and it's something that Joe and I are going to talk deeper within our community where anybody that's building like tools or apps or AI agent integrations with you and essentially launching tokens in their utilizing like the prediction market meta.
- 51:28[SPEAKER_05]: You know, as simple as maybe an AI agent that places wages on your behalf, just like a telegram bot would be to buy tokens.
- 51:35[SPEAKER_05]: There's just a lot of information now around these tools and apps, centering around prediction markets.
- 51:41[SPEAKER_05]: I think there's going to be real opportunity with a few of those tokens.
- 51:44[SPEAKER_05]: Maybe it's not so much meme coin centric, but it's going to be some microcaps that I think could really explode.
- 51:51[SPEAKER_05]: So it's an area of interest that I personally have.
- 51:56[SPEAKER_02]: Yeah, everyone's been waiting for a way to get the exposure to prediction markets and it's this is coming.
- 52:03[SPEAKER_02]: Polymark it's coming.
- 52:04[SPEAKER_02]: I mean, hopefully draft Kings doesn't get back in because draft Kings rug pulled us with their NFT projects.
- 52:11[SPEAKER_02]: Sorry.
- 52:11[SPEAKER_02]: Sorry.
- 52:11[SPEAKER_02]: Sorry, sorry.
- 52:13[SPEAKER_02]: Sorry, sorry, sorry, sorry, sorry, sorry.
- 52:15[SPEAKER_02]: Good thing, good thing because we got Brian out, which is amazing.
- 52:18[SPEAKER_02]: But prediction markets overall is going to be huge.
- 52:21[SPEAKER_02]: Already is doing $2 billion a month.
- 52:23[SPEAKER_02]: So meme coin market cap is around 50, 60 billion currently.
- 52:27[SPEAKER_02]: Prediction markets, the years that I've been over is going to dwarf that.
- 52:30[SPEAKER_02]: So prediction markets next year is going to be solid play.
- 52:33[SPEAKER_02]: And yeah, like Brian said, that's another alpha for you.
- 52:36[SPEAKER_02]: Just hammer poly and Kaoshi with jupe now.
- 52:39[SPEAKER_02]: I did my first prediction market on jupe.
- 52:41[SPEAKER_02]: And it was seamless potentially how she will have when not potentially they're integrated with juke they're probably going to do a token They're they're trying to get behind Pauli market and to not be taken over in Pauli markets.
- 52:52[SPEAKER_02]: You know, they got the head.
- 52:53[SPEAKER_02]: They got the head start right now.
- 52:54[SPEAKER_06]: So they're probably going to find some stats.
- 52:58[SPEAKER_06]: I don't know how to find these stats exactly, but it's like Pauli market obviously is the name.
- 53:02[SPEAKER_06]: It's like one of the things like you do you win if you become the verb like, oh, Pauli markets the verb for prediction market right now, but it also seems like
- 53:11[SPEAKER_06]: um... obviously they're getting cleared in the u.s. but couse he's had crazy partnerships i mean the partnership robin hood of the march of jubiter they just announced the partnership with the NHL uh... again this is just disrupting that gambling market which is why draft king's has to go out and and fandle on sure's next uh... but it's just a huge to speak of a gray area just huge gray area with regulations and sports gambling but you know when there's money to be had you know sports teams are gonna are gonna take it
- 53:39[SPEAKER_05]: Yeah, and you can see in this tweet, it's actually, I'm not even sure what partnership then it shall merge with here.
- 53:46[SPEAKER_05]: Is it calcium and polymarket?
- 53:48[SPEAKER_05]: Literally, and all of these, every article I can find, is calcium and polymarket that they reach an agreement to.
- 53:54[SPEAKER_05]: But this just goes to show you that these prediction market platforms are definitely cutting edge.
- 54:00[SPEAKER_05]: They're not going anywhere anytime soon.
- 54:02[SPEAKER_05]: The VC's can't get enough of it right now.
- 54:06[SPEAKER_05]: There's definitely going to be some legality that's going to need to be worked out.
- 54:11[SPEAKER_05]: But we'll have to see how this is all going to shake out in the long run.
- 54:15[SPEAKER_05]: But I'm bullish on the tokens.
- 54:17[SPEAKER_05]: I think Calshy is going to do a token.
- 54:19[SPEAKER_05]: Pauli Markets confirmed a token.
- 54:21[SPEAKER_05]: So this is just another way where blockchain is disrupting the traditional world.
- 54:27[SPEAKER_05]: And companies like draft kings, companies like Fandle, the NHL, they're pivoting and they're pivoting quickly.
- 54:33[SPEAKER_05]: And we're going to see how this all kind of like shakes out in the long run, but right now I'm here for it.
- 54:40[SPEAKER_05]: They've definitely got some of my interests.
- 54:43[SPEAKER_05]: Now with this all being said, I do think Pauli Markets token is going to take some time to launch.
- 54:49[SPEAKER_05]: This isn't at one point.
- 54:51[SPEAKER_05]: I thought maybe it'd be Q4.
- 54:52[SPEAKER_05]: I don't think that by any means after hearing Matthew on the on the radio just recently he was saying that his first The first process is to get legalized the United States and that's going to be moving along.
- 55:05[SPEAKER_05]: I think that probably happens in Q4.
- 55:07[SPEAKER_05]: I think the tokens go be more cues
- 55:09[SPEAKER_05]: Q or or 2006, I should say, I don't even know if it's going to be Q1, but there's going to be a the he he emphasized in that in that in that in the show that elections are huge for them.
- 55:20[SPEAKER_05]: It's biggest sports have been elections and midterms are the enormous part of their business because a lot of these major companies and new sources want the data for the elections.
- 55:32[SPEAKER_05]: In addition, people love wagering on the elections.
- 55:35[SPEAKER_05]: So we're going to have like we have I believe it's next November we have the midterms so I think it's going to be There's going to be some time here to really follow the prediction markets and get a niche and see how it's all gave build up because I don't think this tokens get released overnight
- 55:51[SPEAKER_06]: Yeah, and it's just when you start, especially when you talk about mixing this in with sports.
- 55:57[SPEAKER_06]: Obviously, your sports books have their say and they're probably like going to town on the people that they've, you know, the regulators and the, you know, the people in DC that have helped get them across the finish line in certain states, but they're not across the finish line in all states.
- 56:21[SPEAKER_06]: you're not playing the sports book you're taking a bet against another person so there's no like you know the maker taker thing of the sports book isn't there which is what makes it different slash makes it legal an interesting thing to to watch especially when you know there's all these the spotlight on sports sports gambling and all these sports books um and it's going to be the same thing i guess for prediction markets again if you remember
- 56:44[SPEAKER_06]: I was a part of it where he had bar stool was like at one point in time it was the race to create a sports book It was hey, hi, we got a creative sports book ESPN bets bar stool sports book.
- 56:54[SPEAKER_06]: This sports book that sports book MGM sports book and like you've kind of seen whether it's from acquisitions or just kind of like the bar stool thing faded away and it's just like
- 57:03[SPEAKER_06]: It's not as profitable to have a hundred of them.
- 57:05[SPEAKER_06]: There's going to be a couple winners and I feel like we're entering that age with prediction markets as well.
- 57:10[SPEAKER_06]: So it's something to watch, but also it's it's a spotlight for sports and sports gambling and boy has there been some hot water this week around the NBA.
- 57:18[SPEAKER_06]: uh... with uh... you know some insider uh... i don't even know you know just some scandals some some guys in the mba coach truncie billips mba hall of famer uh... getting caught up in this gambling ring possibly tipping off you know if he's gonna bench players and then Terry was here scary Terry uh... you know basically being involved with the mafia and telling him that you know hey take the under on everything i got i'm gonna uh... you know i'm gonna get out of the game
- 57:47[SPEAKER_06]: Yeah, and then obviously the people that know that would put a monster bet on his under's just again, a disgrace, a disgrace to the game, a disgrace to the gamblers, shame on you, Terry Rosier, scary Terry, have fun and prison, but again, it just kind of opens up the light to, you know, how much is being gambled, whether it's prediction markets or traditional sports books and how big of a piece of a pie is there and it's not going anywhere, but man, that's a tough look.
- 58:16[SPEAKER_06]: So any thoughts on that and then we can transition into the NBA chop shot with Joe, but any thoughts Brian, I know you're a big gambler, do you want to shame Terry was your live on air?
- 58:27[SPEAKER_05]: The best of the clips everyone's put together of him like, you know, bad passes or missing shots and all these like where he's blatantly like could never be that bad.
- 58:38[SPEAKER_05]: With some of the moves it's a it's a bad look for sports gambling I think we all assume that there were some there were some people cooking numbers always because it's tough Especially a player props like it's so easy to manipulate and under as a as a like a player It's like you could literally be in the fourth quarter and be like I'm my ankle or my foot hurts And you don't go back in the game and you're right on your number below it.
- 59:04[SPEAKER_05]: It happens
- 59:05[SPEAKER_05]: And this is this this whole scenario with these x-ray poker tables in the marked cards and bring in like celebrities in to play with these NBA players.
- 59:19[SPEAKER_05]: It's it's just the beginning and it's it's it's pretty wild Joe any thoughts here on what's what's been going down.
- 59:26[SPEAKER_02]: Yeah, I'm just thinking of movies, you know, sports bed ain't you got people stealing crown jewels like what's going on?
- 59:34[SPEAKER_06]: Yeah, so yeah, I mean, this is going to be a movie for sure, definitely in, you know, five whatever years time.
- 59:40[SPEAKER_06]: And then I don't know.
- 59:40[SPEAKER_06]: I don't know how long you go to.
- 59:41[SPEAKER_06]: I mean, the, there was the wrath.
- 59:43[SPEAKER_06]: There was the famous wrath.
- 59:44[SPEAKER_06]: I can't remember his name, but he, you know, went to jail or prison, and then came out and made the documentary.
- 59:50[SPEAKER_06]: So I don't know how long.
- 59:51[SPEAKER_06]: Terry was here.
- 59:52[SPEAKER_06]: He's going to be in the clink, but it would, it will be a great movie documentary one day for sure.
- 59:57[SPEAKER_06]: But any update, I guess, while we're on the NBA Joe take us to NBA top shot, and then we'll do some questions.
- 1:00:02[SPEAKER_06]: If anybody wants to fire off some questions, I see a couple already will wrap up with that.
- 1:00:07[SPEAKER_02]: Yeah, just to wrap things up, I mean, we're giving a part and more alpha here with then honestly to our personal community.
- 1:00:14[SPEAKER_02]: Top shot.
- 1:00:15[SPEAKER_02]: I think Brian could dive more into this in depth next week for those of you guys who want to jump in our community.
- 1:00:20[SPEAKER_02]: But top shot, the TLDR is just a summary that they're revamping.
- 1:00:25[SPEAKER_02]: and there's going to be a lot of money to be made on NBA Topshot NFTs this year.
- 1:00:30[SPEAKER_02]: You know, the NBA season just started, they timed it well.
- 1:00:33[SPEAKER_02]: They saw what Panini was doing with not only cardboard, but Panini NFTs have been on fire.
- 1:00:38[SPEAKER_02]: We talked about that when this run down, right?
- 1:00:40[SPEAKER_02]: We talked about how the Caitlyn Clark sold for more than this cardboard counterpart.
- 1:00:44[SPEAKER_02]: And I think they actually tack who reflect.
- 1:00:46[SPEAKER_02]: They actually have them as a sponsor of sorts, but this is going to be a lot of opportunity to buy and flip.
- 1:00:53[SPEAKER_02]: uh, NFTs on MB top shot kind of like the physical cards, but you can do it instantaneously and I talked to you right Brian like during NBC's and Brian how many times I message you I'm like did you buy this pack and I just made a hundred bucks clicking a few mouse buttons Literally that I don't want to simplify it, but that's pretty much what I do and this year is going to be just a lot better and I can't imagine it because it's been pretty good.
- 1:01:15[SPEAKER_06]: Yeah, great, great plug for the community.
- 1:01:17[SPEAKER_06]: Again, that link is in the description below.
- 1:01:20[SPEAKER_06]: I know you guys have been all over the top shot stuff.
- 1:01:22[SPEAKER_06]: So if it's something you want to be interested and get that first alert now, check out the link.
- 1:01:27[SPEAKER_06]: Sorry, Brian, go ahead.
- 1:01:29[SPEAKER_05]: No, it's just, say, Joe's not messaging me enough.
- 1:01:32[SPEAKER_05]: I feel like, uh, I need to get some of the easy laps as well as our community.
- 1:01:37[SPEAKER_05]: But it is something we'll be talking about more more, uh, the new top shot looks awesome.
- 1:01:41[SPEAKER_06]: For sure.
- 1:01:41[SPEAKER_06]: So it's, uh, let's say out of the chat before we head out, uh, we already covered for Noah Blue.
- 1:01:46[SPEAKER_06]: We already talked about pen goo, but we got James, this is a new name.
- 1:01:49[SPEAKER_06]: I rhino five.
- 1:01:52[SPEAKER_06]: What's up, man?
- 1:01:53[SPEAKER_06]: Food and chew that's great.
- 1:01:55[SPEAKER_06]: classic CGA James Williams and M. So let's see.
- 1:01:59[SPEAKER_06]: Uh, nobody sausage.
- 1:02:00[SPEAKER_06]: We didn't talk about that today.
- 1:02:02[SPEAKER_06]: Any thoughts on the sausage?
- 1:02:05[SPEAKER_06]: I know, uh, I know where we're just holding at this point.
- 1:02:07[SPEAKER_06]: Again, you want to talk about a glutton for punishment.
- 1:02:10[SPEAKER_06]: But it's been a fun ride and to see if that catches on.
- 1:02:13[SPEAKER_06]: But any thoughts on the sausage?
- 1:02:15[SPEAKER_02]: They got stuff coming.
- 1:02:17[SPEAKER_02]: They got stuff coming.
- 1:02:18[SPEAKER_02]: People calling for it to go to a dollar was that three four cents right now.
- 1:02:21[SPEAKER_02]: I mean, matters changes really, really quickly.
- 1:02:23[SPEAKER_02]: And that's a more of a sentiment play alongside the macro of the meme coin market right now.
- 1:02:27[SPEAKER_02]: So right now, the macro is eyeballs are not on meme coin market.
- 1:02:30[SPEAKER_02]: Is that prediction markets?
- 1:02:32[SPEAKER_02]: It's not going away.
- 1:02:33[SPEAKER_02]: It's going to definitely rotate.
- 1:02:34[SPEAKER_02]: But nobody sausage.
- 1:02:36[SPEAKER_02]: I'm still particularly bullish eye of a position.
- 1:02:38[SPEAKER_02]: So it's turned into a midterm to longterm hold for me.
- 1:02:41[SPEAKER_02]: But I still like it.
- 1:02:43[SPEAKER_05]: Yeah, I like it as well.
- 1:02:45[SPEAKER_05]: OK, we know there's
- 1:02:46[SPEAKER_05]: Sorry about that TV though.
- 1:02:47[SPEAKER_05]: We know there's more information coming out more partnerships coming out with nobody sausage, and just like Joe said, attention is invaluable in the mean point space, but it does seem to have kind of found a bottom personally, and it seems to just be trading sideways, maybe a couple little updates here, so I think with some market finally starts to pick up.
- 1:03:16[SPEAKER_06]: yeah and that makes three of us uh i'm a holder as well uh and i just think it's hilarious i got it the first the moment Brian sent it to me i was like i get this is funny and then i love how the again the partnerships and i thought the boxing was great exposure and again how they have that relationship with kind of the pen goo team is is kind of a cherry on top for me so excited to follow along and again be a part of the community and see where that ends up food man chew
- 1:03:41[SPEAKER_06]: Foodman, chew ass going to us.
- 1:03:43[SPEAKER_06]: Do you think any countries in Europe are going to create a crypto reserve fund?
- 1:03:47[SPEAKER_06]: Again, if we had the crystal ball, we would definitely let you know.
- 1:03:49[SPEAKER_06]: I do think it's coming at some point and then I think that's like it's a snowball effect, right?
- 1:03:54[SPEAKER_06]: It's once.
- 1:03:56[SPEAKER_06]: It's the same thing with the US.
- 1:03:57[SPEAKER_06]: Once the US buys additional Bitcoin, even if they do it in this quote unquote budget neutral way, that's going to set off a snowball for other countries to do it.
- 1:04:04[SPEAKER_06]: And yeah, I think some other countries will definitely be taking steps in 2026, but you guys any thoughts on it?
- 1:04:11[SPEAKER_05]: You know, yeah, I think there's been, sorry.
- 1:04:13[SPEAKER_05]: I think there's been actually some articles recently from a UK leader that's been like touting crypto as a or Bitcoin as a strategic reserve.
- 1:04:22[SPEAKER_05]: It's been catching some headlines.
- 1:04:24[SPEAKER_05]: Sorry about that.
- 1:04:24[SPEAKER_05]: Joe, go ahead.
- 1:04:26[SPEAKER_02]: No, I was just going to say, yeah, I definitely believe that if they're not acquiring it already, they're definitely going to be public with it soon, just like a US of A is probably doing also.
- 1:04:36[SPEAKER_06]: Yeah, I think that's most interesting part is if they're actually doing it kind of, you know, doing it quietly and then announcing it later, which would be, which would be smart, honestly.
- 1:04:45[SPEAKER_06]: Let's see, C.J.E.
- 1:04:47[SPEAKER_06]: our friend, a friend of the program.
- 1:04:49[SPEAKER_06]: He heard rumors that Peter Schiff might do a B.T.C.
- 1:04:53[SPEAKER_06]: Gold debate with C.Z., I know he had that link on the rundown.
- 1:04:56[SPEAKER_06]: That's not confirmed, right?
- 1:04:57[SPEAKER_06]: That was just some Twitter back and forth, or did they agree to that?
- 1:05:01[SPEAKER_05]: I think it's going down.
- 1:05:03[SPEAKER_05]: I give you a confirmation.
- 1:05:05[SPEAKER_05]: I think the confirmation is them through Twitter basically.
- 1:05:08[SPEAKER_05]: Okay.
- 1:05:11[SPEAKER_05]: Okay.
- 1:05:11[SPEAKER_05]: Yeah.
- 1:05:11[SPEAKER_05]: Time and play.
- 1:05:12[SPEAKER_06]: He's sweet.
- 1:05:12[SPEAKER_06]: Any time.
- 1:05:14[SPEAKER_05]: Yeah, you know, it's going to be Bitcoin versus tokenized gold, which kind of tokenized gold makes sense to me, but it's also kind of like what ETFs are for gold as well.
- 1:05:24[SPEAKER_05]: So I would be very interested in this debate, I think it'll catch a lot of eyeballs, but CZ was the best because he like tweeted on like tokenized gold is it's a trust me bro token.
- 1:05:39[SPEAKER_05]: So it's a trust me bro that I have that gold.
- 1:05:42[SPEAKER_05]: So it's going to it's going to be great.
- 1:05:44[SPEAKER_05]: Hopefully we get official confirmation, but I think they did agree to it, but we don't have any specific times or dates anybody can pass off at any time.
- 1:05:54[SPEAKER_06]: I'll show off the part and hit in the debate circuit.
- 1:05:57[SPEAKER_06]: You got to love it.
- 1:05:58[SPEAKER_06]: You got to love it.
- 1:05:59[SPEAKER_06]: And we got to final one James Williams and and part of the toe she squad any thoughts on toe she being basis number one meme coin.
- 1:06:07[SPEAKER_02]: Yeah, it's it's taking the lead over.
- 1:06:09[SPEAKER_02]: I think it's taking the lead over Brett.
- 1:06:11[SPEAKER_02]: There's there is a moment behind Brett, but Toshi seems to be declare winner.
- 1:06:15[SPEAKER_02]: And if you look, if you try an ascending trend line since I believe April or May, it hasn't broken that trend line, like even with the macro 100% tariff scare on China, it just bounced straight back up.
- 1:06:26[SPEAKER_02]: So it's it's at the exact
- 1:06:29[SPEAKER_02]: ascending trend line support zone right now.
- 1:06:32[SPEAKER_02]: So this is not a horrible entry because it's held this for a close to half a year now.
- 1:06:36[SPEAKER_02]: So we do like Toshi where it is now and if rising ties does raise all ships and base and who's everyone's gonna look at what's the meme going on base and there's only like two clear winners which is Brett and Toshi.
- 1:06:47[SPEAKER_02]: So we do like we do like it here.
- 1:06:48[SPEAKER_06]: Especially right now at the support level right here awesome stuff guys Well, thank you both for joining me again in our seven minutes of free content here on YouTube and the podcast If you're alive with us, we appreciate it again give it a like before you head home Subscribe if you're new and then podcast listeners check us out on YouTube if you haven't yet And then obviously the first link in the description is Joe and Brian's private community So if you want those first alerts and to get more of this momentum money maker content check out that link for the free trial
- 1:07:16[SPEAKER_06]: We really, really appreciate you tuning in with us again.
- 1:07:18[SPEAKER_06]: I'll be better of getting our schedule out to everybody for next week.
- 1:07:21[SPEAKER_06]: But our content schedule is going to be, but other than that, we really appreciate you being here.
- 1:07:25[SPEAKER_06]: Hope you have an awesome weekend and we are going to see you guys next week for some more Crypto 101 podcasts.
- 1:07:31[SPEAKER_06]: Have a good weekend, everybody.
- 1:07:32[SPEAKER_06]: Bye-bye.