Latest / CRYPTO 101 / Crypto Rundown: The WILDEST Bitcoin Catalyst in History is Back!

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Crypto Rundown: The WILDEST Bitcoin Catalyst in History is Back! · CRYPTO 101

• 0:07
  [SPEAKER_00]: Alright everybody welcome back to the crypto run-down.
• 0:11
  [SPEAKER_00]: You saw the thumbnail the title and you click So you got to be wondering what does the McRib have to do with a Bitcoin rally?
• 0:18
  [SPEAKER_00]: I think it's the one of the most fun and far out there theories in Bitcoin But when this barbecue sandwich
• 0:24
  [SPEAKER_00]: gets back on the menu at McDonald's and the McRib returns.
• 0:28
  [SPEAKER_00]: There are some historical data that Bitcoin pumps.
• 0:31
  [SPEAKER_00]: It's one of the most fun things to talk about.
• 0:32
  [SPEAKER_00]: We'll break it down.
• 0:33
  [SPEAKER_00]: We got some charts and some data around the McRib.
• 0:37
  [SPEAKER_00]: Another full episode of Crypto Information.
• 0:40
  [SPEAKER_00]: some real news for you as well.
• 0:41
  [SPEAKER_00]: We're going to show you the real ETF inflows and outflows.
• 0:44
  [SPEAKER_00]: It was an interesting week, a lot of volatility on the ETFs.
• 0:47
  [SPEAKER_00]: Solana has some stuff.
• 0:49
  [SPEAKER_00]: Arrow, you guys have listened, hopefully listened to the most recent podcast with Dromos Labs CEO Alex Cutler on the Arrow Drom Velodrome merge.
• 0:58
  [SPEAKER_00]: We can cover that a little bit and then reference the podcast as well that we produced this week.
• 1:03
  [SPEAKER_00]: uh... in a crypto a crypto that thought talked about much at least uh... i think in the uh... in the news as much had a uh... city group the one of the big bank city group putting out a note on this crypto so you're going to stick around listen that we've got brine brine welcome back you always know in the back end we'll talk some fun we'll talk some meme coins i see pump fun on the sheet always a fun time when we have that brine welcome back to the show uh... and are you getting in line at your local McDonald's for to be the first one to get
• 1:32
  [SPEAKER_01]: I don't know if I'll be the first, but I'll certainly get a McRib, I like McRibs.
• 1:36
  [SPEAKER_01]: I know what, my kids give me a hard time because they say how gross it smells, how gross it looks.
• 1:42
  [SPEAKER_01]: But I was like, I think it's, I think it's a little underrated from a taste point of view.
• 1:46
  [SPEAKER_01]: Curious, your thoughts before we dive deep into the market.
• 1:50
  [SPEAKER_01]: So are you a McRib guy?
• 1:51
  [SPEAKER_01]: You either love it or hate it.
• 1:53
  [SPEAKER_00]: Yeah, I mean, the haters will say, it was big guys.
• 1:57
  [SPEAKER_00]: Give me the first ones down there at the McRib.
• 1:58
  [SPEAKER_00]: Nah, I'm not.
• 2:00
  [SPEAKER_00]: I'm not a McRib guy.
• 2:01
  [SPEAKER_00]: I won't be I won't be going out of my way to get one if I'm at a function and there's just a plethora of McRibs like me I'll take a bite, but Yeah, I don't know.
• 2:10
  [SPEAKER_00]: There's yeah, it doesn't do it for me.
• 2:11
  [SPEAKER_00]: I'm an old school barbecue guy my uncle.
• 2:14
  [SPEAKER_00]: Shout out on Uncle Jeff used to compete It was some food network guys.
• 2:19
  [SPEAKER_00]: I'm Kansas City, so I know good barbecue when I taste it So yeah, the McRibs not on not on my palace
• 2:26
  [SPEAKER_01]: Okay, that's that's something we learn every day.
• 2:29
  [SPEAKER_01]: A fun little Friday, uh, Tiva's famous across all sorts of worlds in culinary is another one.
• 2:36
  [SPEAKER_00]: Yeah, I mean, people have seen the crypto bagel.
• 2:38
  [SPEAKER_00]: That's a homemade bagel from your boy.
• 2:40
  [SPEAKER_00]: I do a moon chicken color.
• 2:42
  [SPEAKER_00]: Maybe I got to find a chicken color call.
• 2:43
  [SPEAKER_00]: We can get that on the network.
• 2:45
  [SPEAKER_00]: But let's pull up the McRib here.
• 2:47
  [SPEAKER_00]: We can pull up the chart as you can see.
• 2:50
  [SPEAKER_00]: You know, the last couple times the McRib's comments, it's led to a little bit of a rally.
• 2:55
  [SPEAKER_00]: I pulled some AI stats.
• 2:57
  [SPEAKER_00]: Some of the biggest rallies in 2020, it went up 230, 7%, 20, 23, it went up 71%.
• 3:04
  [SPEAKER_00]: 20 24 the UK return our friends across the pond at when up 58% but let's not let's not leave the outliers here uh... Brian twenty twenty one the mickrib came back and we had a seventy four percent drawdown so it's not all green skies with the mickrib i think we teed it up fun enough it is one of these things in crypto
• 3:23
  [SPEAKER_00]: If you're in the trenches, you love this type of stuff.
• 3:25
  [SPEAKER_00]: It's the language, the meme, the language of the crypto sphere.
• 3:31
  [SPEAKER_00]: It's not really something that, you know, maybe if you want to add it to your data point, or put it on the charts as we like to do with the crypto bagel, etc.
• 3:38
  [SPEAKER_00]: But that was just some fun data to start the show.
• 3:41
  [SPEAKER_00]: Any final thoughts on the Mick Ribbon Bitcoin brand before we move on?
• 3:46
  [SPEAKER_01]: You're saying not to use it as a major indicator.
• 3:48
  [SPEAKER_01]: I mean, it's one of my biggest indicators for a bullmarking is when this McRiff comes back.
• 3:54
  [SPEAKER_00]: You know, I mean, it's a brace debate.
• 3:56
  [SPEAKER_00]: Look, I mean, look at the thumbnail.
• 3:57
  [SPEAKER_00]: Of course you're going to say that.
• 3:58
  [SPEAKER_00]: I'm not on the thumbnail hold the McRiff at you.
• 4:02
  [SPEAKER_01]: Well, I mean, I didn't know I'm going to compete with the food network guys on the barbecue.
• 4:07
  [SPEAKER_01]: I mean, this is stuff we're finding out live on air and I don't want to push down the McRib any more than it has to be.
• 4:14
  [SPEAKER_01]: There's too many haters out there, but when it comes back, typically we see a little bit of a run.
• 4:20
  [SPEAKER_01]: It's a fun indicator just like you said and I correct me if I'm wrong.
• 4:24
  [SPEAKER_01]: I need to do a little fact check and buy 99% sure That the CEO or the CMO of McDonald's actually hit X and was like commenting about the McRib and how it was going to save Bitcoin or bring Bitcoin back.
• 4:38
  [SPEAKER_01]: The only reason I
• 4:40
  [SPEAKER_01]: think I saw that coming through to my timeline one point is because you know I like to dab on the meme coins and right when I heard the McRib was back I like scurry to my computer to find a McRib meme coin to share with our community and I was too late I mean I got beaten to it I was a little too late because I wanted to share with everyone and be like hey there might be a meme coin action here you know quick trade like you're not holding that on for more than an hour or two and you're already pumped and kind of died off but yeah there it is
• 5:07
  [SPEAKER_01]: McDonald's exact is starting it up, so they know the baby, they know what they have in the secret sauce.
• 5:15
  [SPEAKER_00]: Yeah, yeah, I think McDonald's marketing is done a great job.
• 5:19
  [SPEAKER_00]: Well, that's called Beard's Diving Into the the Bitcoin crowd, friend of the show, true friend of the show, Jersey Jerry went on like a snack wrap, Twitter rant for years, and then they replied to him and said, we'll do it for you, JJ, and they went to the
• 5:37
  [SPEAKER_00]: So, yeah, the shadow McDonald's marketing department and the social media getting involved mixing it up with the crypto people.
• 5:45
  [SPEAKER_00]: But in real news, let's pull up Coin Market Cat Brian.
• 5:48
  [SPEAKER_00]: We, I had 100 on the other day.
• 5:49
  [SPEAKER_00]: We were 50, 50, 50 on the fear and greed on the dot, a little dip there to 48.
• 5:55
  [SPEAKER_00]: Not too much here, but the seven day pretty flat pretty flat to green here Little red there, so I just again.
• 6:01
  [SPEAKER_00]: I think we said it before we went live We're just kind of in this at least for price action rise lies and you've seen it on Brendan and Hunter's TA It's like we're just in this range and you're kind of waiting for this range dissolved and the long of the range goes the more violent the move probably is either up or down
• 6:17
  [SPEAKER_00]: And while we don't have a crystal ball, you've kind of seen the T.A.
• 6:21
  [SPEAKER_00]: of giving you options for where that breakout could go and then the fundamentals, I don't know the fundamentals haven't been super, you know, bullish them and super bearish, there's been kind of like an interesting low.
• 6:34
  [SPEAKER_00]: Um, and I'm a big proponent of the midterms thinking like there's the I think you're going to see it in the AI trade too is that once the midterms go it's kind of like a green light into the end of the year.
• 6:44
  [SPEAKER_00]: So wherever momentum is leading us the first couple weeks in November is going to I think, you know, showcase what the rest of the year is going to bring into the new year.
• 6:53
  [SPEAKER_01]: Yeah, it does.
• 6:54
  [SPEAKER_01]: We have been broadly somewhat outperforming some of the macro indicators out there, some of the bigger markets out there, just crypto is a whole, but by no means are we are we ripping where I was hoping we were going to be in October to be completely honest with you and.
• 7:11
  [SPEAKER_01]: you nailed it there, Tvo.
• 7:13
  [SPEAKER_01]: I think I said this on our market update a few days ago that it does, we were getting up there, 84, 85, I'm like, man, if we get up to that 90 mark, I'm looking at like 94, but we pulled back since that point, but you nailed it with the midterm call.
• 7:31
  [SPEAKER_01]: I'm starting to think that we're going to probably need the midterms to come and go, no matter what happens just because markets,
• 7:37
  [SPEAKER_01]: crypto especially but all markets they like certainty and when there's a little uncertainty and there's uncertainty around these midterms and what that could bring you know markets can be a little choppy so it is I mean we're not in a bad we're not a poor spot at all you know but feels 48 50 fair and green meters kind of where I'm at as well
• 7:58
  [SPEAKER_01]: I don't think we're just going to instant dump.
• 8:01
  [SPEAKER_01]: I don't think we're going to hit in all time.
• 8:02
  [SPEAKER_01]: Hi tomorrow either.
• 8:03
  [SPEAKER_01]: I mean, what are we looking at here?
• 8:05
  [SPEAKER_01]: Bitcoin 8182.
• 8:07
  [SPEAKER_01]: I mean up a little on the seven days.
• 8:09
  [SPEAKER_01]: It's a Friday.
• 8:10
  [SPEAKER_01]: It's tough to trade on Fridays too.
• 8:11
  [SPEAKER_01]: I know a lot of people are in our
• 8:13
  [SPEAKER_01]: chat if you're big traders.
• 8:15
  [SPEAKER_01]: Fridays are always tough.
• 8:18
  [SPEAKER_01]: Ethereum, you know, ping pong in between 23 and 25.
• 8:23
  [SPEAKER_01]: Solana above a hundred bucks.
• 8:25
  [SPEAKER_01]: Z cash gave a little bit back, but actually on the week is up about 9-10%.
• 8:30
  [SPEAKER_01]: Looking, looking okay.
• 8:32
  [SPEAKER_01]: Hyperlink would spend in the news a lot too with bullish stuff, but they're I mean, you know, they're not down a lot, but slightly red But there's nothing really popping off at the coin market just feels boring a little boring in not only just the majors, but also even in the trenches a little bit things are just slowed down everyone's just kind of sitting on their hands It feels like my self included
• 8:57
  [SPEAKER_00]: I agree and I think calling out the winners, I mean this is a super important here on a call to action for everybody listening is you know on the year Bitcoin's down 26% and you know that's our blue chip that's the you know Bitcoin Ethereum obviously the clear blue chips leaders of the crypto pack for now things can change in the future
• 9:14
  [SPEAKER_00]: But it's super important to be part of communities and doing your research because again, you know, it's stuff that you Bryce Brendan, you know, the newsletters, all the stuff inside the community has given people a lot of winners over the last year.
• 9:28
  [SPEAKER_00]: So as my, you might look at Bitcoin Ethereum and think, oh man, off of your for crypto.
• 9:32
  [SPEAKER_00]: Well, look up Z-Cash or your 425% on the year to this day right now.
• 9:37
  [SPEAKER_00]: Look at hybrid liquid, which is just managed on the year right now 98% this is stuff
• 9:42
  [SPEAKER_00]: It's been written about, um, so if you're interested in that check the link below, uh, we've got some, uh, I think of the number one coin to own right now for October and that's the year number one coin on right now is something that you can get a research report on, um, or scroll down if you're listening to YouTube or the podcast and check out the, you know,
• 10:00
  [SPEAKER_00]: The community, we have a crimp nation, you know, if you want to join Brian and Joe's community and get a little more in the trenches, but if that next level of research that next level of education that can help you find winners going into the year and set yourself up to the next bull market that we are pretty.
• 10:16
  [SPEAKER_00]: bullish on as we head to the end of the year and the rest of 2027.
• 10:18
  [SPEAKER_00]: Let's go check out those links below.
• 10:22
  [SPEAKER_00]: Let's check out ETF flows.
• 10:24
  [SPEAKER_00]: I know we had it's been a little volatile week.
• 10:26
  [SPEAKER_00]: We had a lot of inflows.
• 10:27
  [SPEAKER_00]: And then perceived the last 24 hours with there's been like a little shake up in the NASDAQ too.
• 10:32
  [SPEAKER_00]: I think the NASDAQ was on two percent yesterday.
• 10:34
  [SPEAKER_00]: That's a lot for that industry.
• 10:37
  [SPEAKER_00]: Let's see.
• 10:37
  [SPEAKER_00]: Can you walk me through?
• 10:38
  [SPEAKER_00]: I know you like coin glass.
• 10:39
  [SPEAKER_00]: Just tell me where you want to click around and get some data points.
• 10:44
  [SPEAKER_01]: Yeah, well, I mean, looking at Bitcoin's ETF, I mean, we can just let's look at this one here.
• 10:48
  [SPEAKER_01]: We've had some positive days of inflows, uh, specifically like on the 21st there, uh, we had some nice inflows, but yesterday we, we had some major outflows.
• 10:59
  [SPEAKER_01]: I mean, it looks like the daily outflow as of yesterday was about 635 million.
• 11:03
  [SPEAKER_01]: So,
• 11:06
  [SPEAKER_01]: not something I'm worried about, but we want to see positive inflows, and especially Monday, whenever I woke up on Monday or the past week, we were seeing a lot of positive inflows, and it felt like retail was getting shaken out, but institutions like we were saying were were continuing to buy, but we're seeing some outflow, we're seeing some outflows, so we'll certainly keep our eyes on that.
• 11:29
  [SPEAKER_01]: Let's look over and look at Ethereum here.
• 11:32
  [SPEAKER_01]: What are we looking at?
• 11:34
  [SPEAKER_01]: yeah just just a couple red days here couple green days it just kind of feels like the market just kind of pinging and pinging and pinging around a little bit so i'm gonna go over to the all crypto ETFs so you have the all crypto ETFs over the past day or so you know it's about 759
• 11:53
  [SPEAKER_01]: uh... million in net outflows in flows are outflows so we're seen a little bit of a pullback here uh... did just recap here bit coin just the other day six thirty five theory of a hundred and ten salana uh... a little red as well but but we had some green days behind that you know we had a green day on the twenty-a-th we had a green day on the eighteenth
• 12:15
  [SPEAKER_01]: and we had, you know, a week or two before that, like early to mid September, we had a bunch of green days.
• 12:21
  [SPEAKER_01]: So we're seeing a little bit of a cell off here, or I shouldn't say cell off, we're seeing some outflows, which is keep a closer eye on it.
• 12:27
  [SPEAKER_01]: I don't think it's a major indicator either way, but, you know, if we start seeing, you know, multiple days of outflows, we're going to want to know exactly why.
• 12:36
  [SPEAKER_01]: But this just feels like, you know, we got a few sellers there.
• 12:40
  [SPEAKER_00]: Yeah, the price action kind of as we mentioned has just been kind of, you know, stagnant in the range, uh, obviously something you want to keep track of, understand your options from a technical perspective and then deep dive on the fundamentals which we're trying to hear on the show.
• 12:53
  [SPEAKER_00]: Um, but that doesn't mean that it's, uh, people aren't building.
• 12:56
  [SPEAKER_00]: So there's a lot going on Solana will go over Solana with the Alpine glow, um, upgrade here and we had if you haven't listened to it, we had soul strategies CEO talking about all things along about this Alpine glow upgrade.
• 13:08
  [SPEAKER_00]: So if you haven't listened to that, go back into the catalog and definitely bookmark that for if you're a salon a holder or interested in learning more about this upgrade and house salon is looking into the future about upgrading and being faster.
• 13:21
  [SPEAKER_00]: So what what caught your eye with the Alpine glow upgrade Brian.
• 13:25
  [SPEAKER_01]: Yeah, it's a pretty big development here, you know, it's officially live.
• 13:29
  [SPEAKER_01]: It's one of the biggest upgrades we've seen in the network.
• 13:32
  [SPEAKER_01]: So we're talking, um, transaction, uh, funality, uh, funality, uh, for, uh, nearly 13 seconds down to a, to a fraction of a second.
• 13:43
  [SPEAKER_01]: That's a massive improvement, especially when you start thinking about payments and trading and bringing more just traditional finance products on chains, something that we've been talking about all this year.
• 13:53
  [SPEAKER_01]: I think the bigger story is so long has already known for being really fast, but they're continuing to build infrastructure that could support a much larger financial system.
• 14:02
  [SPEAKER_01]: So I think it is very bullish for Solana long term, obviously that doesn't mean Sol is going to immediately pump, but fundamentally this is a pretty big step forward and it's it's probably the biggest upgrade we've had it is the biggest upgrade we've had with Solana since the chain released.
• 14:22
  [SPEAKER_00]: Yeah, it's good to see, you know, price action always follows fundamental, so if there's an upgrade that has consensus in the community likes it and, you know, the investors like it and, you know, the, again, that we're going to have a leader in the show how institutions are now covering all coins that, you know, maybe you don't even know about it, it's something that, you know, the building when maybe price isn't rocketing higher or even slightly going down is super important.
• 14:47
  [SPEAKER_00]: And that's what AeroDrom is doing.
• 14:48
  [SPEAKER_00]: AeroDromos Labs.
• 14:49
  [SPEAKER_00]: So we had this is Alex color, this is X, we had him on the pot.
• 14:53
  [SPEAKER_00]: Literally on Tuesday.
• 14:54
  [SPEAKER_00]: So it's already out, Brendan recorded it.
• 14:57
  [SPEAKER_00]: I took the time to really edit it right away and get it out because the merge with AeroDrom and Velodrom went live yesterday.
• 15:03
  [SPEAKER_00]: I'm sorry, Wednesday on the 21st.
• 15:05
  [SPEAKER_00]: We put the episode out right away.
• 15:06
  [SPEAKER_00]: And Alex is saying here, and just the first 48 hours.
• 15:09
  [SPEAKER_00]: Aero is taking the number one or a number two spot on most chains where it's live.
• 15:14
  [SPEAKER_00]: And that's just the start.
• 15:16
  [SPEAKER_00]: So he was super passionate and super educated just a smart smart guy.
• 15:20
  [SPEAKER_00]: We were really appreciative of him having a coming on He was he was traveling.
• 15:25
  [SPEAKER_00]: He took the time to do the episode and it was the first and I believe only media that they did Before the rollout literally twenty-four hours before so they've been helping us promote it promote it
• 15:37
  [SPEAKER_00]: And we're really appreciative of Alex and his team.
• 15:39
  [SPEAKER_00]: So again, Brian, before I hand it off to you, just to call it, go back.
• 15:43
  [SPEAKER_00]: It's literally the last episode we put out in Bookmark that's totally worth a listen.
• 15:47
  [SPEAKER_00]: If you're an arrowholder or interested in learning more about ArrowDrome, but Brian, were you excited about the merge?
• 15:54
  [SPEAKER_00]: Is there stuff, I know you're a big base, you're a big arrow guy?
• 15:58
  [SPEAKER_00]: And do you know anything about that token merge?
• 16:00
  [SPEAKER_00]: Do anything, maybe the listeners have to do and go and research to make sure that their stack is safe.
• 16:06
  [SPEAKER_01]: Yeah, it's some great call outs there.
• 16:08
  [SPEAKER_01]: I actually really like the move from error drum and just full disclosure, I have an arrow bag.
• 16:12
  [SPEAKER_01]: I've had it for a very long time.
• 16:15
  [SPEAKER_01]: I have mine in their voting rewards.
• 16:17
  [SPEAKER_01]: I go in their weekly into a voting mechanism.
• 16:20
  [SPEAKER_01]: But error drum has established itself as one of the biggest exchanges on base and now they're taking the model and they're expanding it to I think it's seven different chains.
• 16:27
  [SPEAKER_01]: If I remember, but the one in particular that really caught my eye was Robin Hood.
• 16:33
  [SPEAKER_01]: It's interesting having liquidity fragmented across all these different ecosystems, and they're trying to bring everything together under one platform.
• 16:40
  [SPEAKER_01]: I also like that they're putting a lot emphasis on rewarding people who stake arrow and participate in the ecosystem.
• 16:47
  [SPEAKER_01]: It's a pretty ambitious move, and there's obviously executioner's gear, but I think arrows position itself to be a much bigger
• 16:55
  [SPEAKER_01]: player and decentralized trading.
• 16:57
  [SPEAKER_01]: And one thing to remember, if you're holding or staking the old tokens, you have to go to their website there, it's on website, and there's a migration process.
• 17:06
  [SPEAKER_01]: I personally haven't done it yet, so I can't give much insight, maybe on the next rundown I can, because I have mine walked, you should say, but from what the small due diligence I did, it looked like there's just a few prompts on their website to make that happen.
• 17:22
  [SPEAKER_01]: And then I believe I don't want to speak out to an, I think, I think some exchanges will do it for you automatically.
• 17:28
  [SPEAKER_01]: I can double check that, but I have mine on Arrow and I know there's a small migration process that I'll look into.
• 17:38
  [SPEAKER_00]: Interesting.
• 17:39
  [SPEAKER_00]: Yeah, maybe that's worth like not to not to throw more work on your plate Brian and you have a busy schedule Maybe worth like a YouTube video or so I'm just explaining it honestly.
• 17:47
  [SPEAKER_00]: I'm just going to say what what do you need to do because our arrow podcast is done some really good numbers for us 24 hours
• 17:55
  [SPEAKER_01]: Yeah, I could actually definitely do that because I have to do it myself.
• 17:57
  [SPEAKER_01]: So no reason not to walk, you know, record myself.
• 17:58
  [SPEAKER_01]: Share the love.
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• 18:11
  [SPEAKER_00]: Share the love.
• 18:11
  [SPEAKER_00]: Share the love.
• 18:12
  [SPEAKER_00]: Share the love.
• 18:12
  [SPEAKER_00]: Share the love.
• 18:12
  [SPEAKER_00]: Share the love.
• 18:13
  [SPEAKER_00]: Share the love.
• 18:13
  [SPEAKER_00]: Share the love.
• 18:13
  [SPEAKER_00]: Share the love.
• 18:14
  [SPEAKER_00]: Share the
• 18:14
  [SPEAKER_00]: I think we talked about that.
• 18:15
  [SPEAKER_00]: I remember base was exploding in the air.
• 18:17
  [SPEAKER_00]: It was like, hey, this is the number one decks of base and just the research that you guys put into the, you know, newsletter reports and all that stuff was awesome.
• 18:25
  [SPEAKER_00]: And I wrote that one.
• 18:26
  [SPEAKER_00]: That was a big winner.
• 18:27
  [SPEAKER_00]: But maybe, maybe something that I want to preface this all coin that I do not full disclosure, having any exposure to.
• 18:35
  [SPEAKER_00]: It's, it's Ave. We've had Stony here.
• 18:38
  [SPEAKER_00]: So Stony, we've had him on the pot years ago.
• 18:41
  [SPEAKER_00]: I think it might have been like three years ago at this point.
• 18:43
  [SPEAKER_00]: Maybe I'll try to reach out and have them back, but some of them are making some news here.
• 18:47
  [SPEAKER_00]: So this is City, obviously one of the big banks in the US City Research positions.
• 18:52
  [SPEAKER_00]: AvA is a collateral mobility protocol for tokenized capital markets.
• 18:57
  [SPEAKER_00]: A nice report there.
• 18:58
  [SPEAKER_00]: Again, just I think there's two folds here, as much as I'm not as involved with AvA.
• 19:02
  [SPEAKER_00]: It has been around a long time.
• 19:03
  [SPEAKER_00]: Stani has been at the helm of that leading it.
• 19:07
  [SPEAKER_00]: But it just kind of shows like, hey, these big banks are putting in the time they have analysts.
• 19:12
  [SPEAKER_00]: They're doing research.
• 19:13
  [SPEAKER_00]: They're pushing out reports.
• 19:16
  [SPEAKER_00]: So congratulations to Avay on that.
• 19:18
  [SPEAKER_00]: It's a, you know, kind of a good good pat on the back there.
• 19:22
  [SPEAKER_00]: for what they're doing and getting included in the city's digital asset research there.
• 19:26
  [SPEAKER_00]: And I don't want to put you on the spot, Brian, because I haven't heard you ever talk about Ava, but just to just in general, you're taking on this of being included in these type of research reports from the big banks, just kind of shows the adoption that's happening in the space.
• 19:38
  [SPEAKER_01]: Yeah, I think it's a really interesting development for DeFi.
• 19:41
  [SPEAKER_01]: You've got a city group and they're one of the largest financial institutions of the world and they're specifically highlighting all of it and it's role, it could play moving traditional assets on chain.
• 19:52
  [SPEAKER_01]: And again, that's just what we've been talking about all year or how that's happening and it's going to be a really big part of the financial system, not just crypto.
• 20:01
  [SPEAKER_01]: And the concept, pretty simple, imagine owning tokenized stocks or treasury bonds and being able to borrow against those assets instantly without selling them.
• 20:11
  [SPEAKER_01]: That's essentially the opportunity of a is pursuing.
• 20:14
  [SPEAKER_01]: Now this isn't city announcing some massive partnership, it's the research recognizing that this technology could eventually become, and I actually would say could, I think will certainly become.
• 20:26
  [SPEAKER_01]: But I think it reinforces something we've been talking about for a while.
• 20:29
  [SPEAKER_01]: DeFi isn't just about lending against Bitcoin or Ethereum anymore.
• 20:34
  [SPEAKER_01]: We're starting to see legitimate use cases for the traditional financial markets.
• 20:39
  [SPEAKER_01]: And for me, it's an encouraging sign for just longer, long-term adoption for DeFi and crypto.
• 20:48
  [SPEAKER_00]: Yeah, I couldn't agree more.
• 20:49
  [SPEAKER_00]: I think it's again, see that, see in that city logo on top of a crypto reports or something, you couldn't even dream of, you know, three, four years ago when we were still doing these podcasts and rundown.
• 21:00
  [SPEAKER_00]: So it's been quite, quite the journey, another one that we're seeing outside of the US, some news with Robinhood, Robinhood has approved for the United Arab Emirates, the UAE Brian for
• 21:17
  [SPEAKER_00]: The floodgates for retail investors are exploding.
• 21:21
  [SPEAKER_00]: I feel like this is actually pretty big news.
• 21:23
  [SPEAKER_00]: There's a lot of money over in the UAE.
• 21:26
  [SPEAKER_00]: It's the generational oil wealth that you could only dream about.
• 21:30
  [SPEAKER_00]: And so obviously this is a headline news.
• 21:33
  [SPEAKER_00]: You've got to see, you know, what are the regulations?
• 21:35
  [SPEAKER_00]: Obviously whatever money Robinhood's making in that country.
• 21:39
  [SPEAKER_00]: There's going to be some form of tax to the UAE government.
• 21:43
  [SPEAKER_00]: But bullish for for Bitcoin trading ETF trading stocks is what this whole in the my mind the old tokenization and you know markets for everybody.
• 21:51
  [SPEAKER_00]: It's like Your it's this is my tint not sinful how do think it's just reality's like we need more liquidity like the markets the US markets want everybody want the world's liquidity And you're kind of seeing this again something like the a trade or all the sudden
• 22:04
  [SPEAKER_00]: Meda has its earnings this week and the stock goes down they're like, oh, our Amuse, Meda's Muse is their new AI agent.
• 22:11
  [SPEAKER_00]: That's the usage everybody loves it and the adoption rate's been great But right now it costs them money to even just run and so the investors are like, oh my god We're pulling back their selling meta because they have the successful AI thing, but that means they're gonna have to spend more money to CapEx to grow this thing and even run it
• 22:29
  [SPEAKER_00]: So, everybody's like, well, I don't know.
• 22:31
  [SPEAKER_00]: I don't know where you're going to keep getting cat backs.
• 22:33
  [SPEAKER_00]: These cat backs numbers are crazy.
• 22:35
  [SPEAKER_00]: And then I think it was, you know, what is it?
• 22:38
  [SPEAKER_00]: Open AI came out and said that they're not profitable.
• 22:41
  [SPEAKER_00]: They have like a 30 billion dollar loss.
• 22:43
  [SPEAKER_00]: And they're just, they've been running around for two years.
• 22:45
  [SPEAKER_00]: Collecting everybody's investment checks, right?
• 22:47
  [SPEAKER_00]: And so now there's like a pause.
• 22:49
  [SPEAKER_00]: Like, all right, well, where is the next round of funding coming from?
• 22:52
  [SPEAKER_00]: And, you know, you always want to, you know, you've all these people in the private markets.
• 22:56
  [SPEAKER_00]: And they want to drop it on retail's head eventually.
• 22:59
  [SPEAKER_00]: It's it's an interesting a little bit of a tinfoil hat there, but I think part of this tokenization and markets for all effort that's going to get it's going to get green lint and push forward is because this industry just wants more capital and wants more liquidity.
• 23:15
  [SPEAKER_01]: liquidity liquidity is king in this fits the bigger vision we've been discussing about Robinhood and and also coinbase there's no longer there no longer just trying to be the stock trading app or people can you know access stocks and cryptos ETFs and you know eventually.
• 23:34
  [SPEAKER_01]: just within the United States, it's to say, in Dubai's pretty logical place to expand, like you said, because how aggressively that region's been with embracing digital assets and just finding into an innovation.
• 23:47
  [SPEAKER_01]: Now, that doesn't mean Robin Hood chain is very suddenly
• 23:51
  [SPEAKER_01]: you know, launch in UA tomorrow.
• 23:54
  [SPEAKER_01]: I think the product is for a rollout next year in 2027.
• 23:59
  [SPEAKER_01]: But strategically, I think it's another positive piece for the puzzle for really Robin Hood's long-term ambitions.
• 24:06
  [SPEAKER_01]: And they want to be the everything gap.
• 24:07
  [SPEAKER_01]: They want to have everything under one roof.
• 24:10
  [SPEAKER_01]: And I like where they're going here in liquidity's king.
• 24:12
  [SPEAKER_01]: It's not just the United States thing.
• 24:15
  [SPEAKER_01]: This is a global financial movement.
• 24:19
  [SPEAKER_00]: Yeah, I love it.
• 24:20
  [SPEAKER_00]: We got five minutes here and we got to get you out the door because I know you have a meeting with the team on one of our communities.
• 24:26
  [SPEAKER_00]: So two quick hitters in the the meme coin realm.
• 24:31
  [SPEAKER_00]: If you will start with pump fun here.
• 24:34
  [SPEAKER_01]: Yeah, I mean, pump funds get into the collectible pack rip-in and we're talking about everything from Pokemon cards, sports cards, to Rolex and people are spending really a lot of money on it.
• 24:45
  [SPEAKER_01]: Apparently they did about 2 million in sales on the first tailbone.
• 24:50
  [SPEAKER_01]: Well, I think truly interesting pump funds clearly trying to become more than just a place where people trade meme coins.
• 24:55
  [SPEAKER_01]: They're building out this whole entertainment and trading ecosystem where users can speculate on tokens.
• 25:01
  [SPEAKER_01]: They can open collectible packs trade physical assets.
• 25:05
  [SPEAKER_01]: So now mystery packs certainly.
• 25:08
  [SPEAKER_01]: and you and me know this, have a little bit of a gamble and get all meant to them.
• 25:11
  [SPEAKER_01]: You're paying for a chance at something valuable when a lot of people could lose doing that as well.
• 25:16
  [SPEAKER_01]: But from a business standpoint, it's interesting to see how aggressively these platforms are expanding just beyond memecoin trading.
• 25:24
  [SPEAKER_01]: And this partnership was with collector crypt as well.
• 25:27
  [SPEAKER_01]: The cards token, probably one of our biggest winners all year.
• 25:31
  [SPEAKER_01]: So it's great to see that collector crypt and pump or kind of like getting together and making a baby here.
• 25:36
  [SPEAKER_01]: They're bringing more
• 25:37
  [SPEAKER_01]: unique experiences to users on the platform.
• 25:41
  [SPEAKER_01]: It's just going to show you that.
• 25:43
  [SPEAKER_01]: Even though we're kind of chopping along and along there's a lot of people out there still doing some big things in the space and it's not going anywhere.
• 25:51
  [SPEAKER_01]: It's just how is it going to look at the end of the day and they're trying to make the user experience a little bit more fun and engaging.
• 25:58
  [SPEAKER_00]: Yeah, as the pump fun does the engaging I always reference that video their launch video I love so much More for you before we get you out here some some fast swaps going on
• 26:11
  [SPEAKER_01]: Yeah, you know, I wanted to put this on because we talked about this with some of some members I've talked about in our community and this isn't an endorsement for the FOMO app, but I if I used it, not I do really like their interface because they've now developed their own cross chain bridge and router and they're claiming they can execute trades across different blockchains under a second.
• 26:35
  [SPEAKER_01]: So anyone who's been trading crypto for a while, you know, frustrating bridging can be, you got funds on Solana, you want to buy something on base, you want to buy something on Robinhood chain, suddenly you're dealing with different wallets, gas fees, moving money around, you click the max buy, but you forgot you didn't have enough gas, I mean, I've been there.
• 26:53
  [SPEAKER_01]: more times than anybody.
• 26:55
  [SPEAKER_01]: FOMO is trying to eliminate all that friction.
• 26:57
  [SPEAKER_01]: I think it's important because they're making crypto easier to use for the broader adoption.
• 27:02
  [SPEAKER_01]: Now they have the speed improvements.
• 27:05
  [SPEAKER_01]: They still have this cross-chain technology.
• 27:08
  [SPEAKER_01]: I love the direction that they're going in.
• 27:10
  [SPEAKER_01]: So FOMO has an app like this pump.fun has an app that they're trading platforms.
• 27:15
  [SPEAKER_01]: And you could literally foam over instance, you have USD on there and you can just buy any token you want on Robin Hood on Solana on base.
• 27:25
  [SPEAKER_01]: You don't need to worry about bridging or swapping, buying in and out and it's becoming to the point where like you're not as concerned about like what chain is this token on?
• 27:35
  [SPEAKER_01]: because I need to have enough gas in my account to perform the swap or make the buy.
• 27:40
  [SPEAKER_01]: You can just do it instantly on the FOMO app.
• 27:42
  [SPEAKER_01]: You can do it on the pump app.
• 27:44
  [SPEAKER_01]: And I'm just seeing more and more companies do this.
• 27:47
  [SPEAKER_01]: And I think it just makes life a lot easier.
• 27:49
  [SPEAKER_01]: We've talked about it within our community.
• 27:52
  [SPEAKER_01]: About because we get a lot of people that like we want to buy this meme coin one do this and I'm like, all right fire, be met a mask wall, connect it to uni swap, you know, make sure you're on the right chain swap it over then make the buy or you could just put the money into foam mo and just make the buy instantly there.
• 28:08
  [SPEAKER_01]: Now the fees are maybe a little bit higher, slightly higher.
• 28:11
  [SPEAKER_01]: You always want to shop around and it's still a self custody wallet everyone.
• 28:15
  [SPEAKER_01]: So there's still risks there as well.
• 28:18
  [SPEAKER_01]: But man they're making I don't know if you use it and we talked about what was it back in the day moon shot was a moon shot Yeah, moonshot and they were just so on a specific So it's like moon shot with that experience where you're just buying and sending you to but you can do it on any token So I could I could go right right from a so on a meme coin right into a Robinhood meme point or or So on a token right into a Robinhood token instantly and I don't have to worry about the bridging I'll have to worry about all that crap in the back end
• 28:46
  [SPEAKER_01]: And I found myself really liking it and the more people that I've kind of like suggested hey, you should take a look at this app if that's cumbersome to you, really had some positive reviews, but you know, there's always some risks, but it's great to see that they're up in the speed and doing this whole cross chain bridge and routing and faster is always better.
• 29:07
  [SPEAKER_00]: Faster is always better and we got to get you out here on a fast note.
• 29:17
  [SPEAKER_01]: Giants 10 and a half.
• 29:20
  [SPEAKER_01]: Okay, what's it that wasn't the giants?
• 29:24
  [SPEAKER_01]: I think it was the saints.
• 29:25
  [SPEAKER_01]: Did you hear about that?
• 29:26
  [SPEAKER_01]: Detack or you're a demon?
• 29:27
  [SPEAKER_01]: Dealime in that like what up?
• 29:29
  [SPEAKER_00]: What up?
• 29:29
  [SPEAKER_01]: Oh, the practice and went out to get you done in the parking lot and he was like, I was like, what are we doing?
• 29:37
  [SPEAKER_01]: That's that's for another time, but
• 29:40
  [SPEAKER_01]: Alright, I'm going, I thought about this before the show and you said we're gonna go, I don't love this because I'm a hometown fan in a sound like a homer, and they're also in Paris playing this game, but I like the Steelers given three in a house.
• 29:59
  [SPEAKER_00]: I don't really like to bounce on because there's there's that that curve ball of the time change.
• 30:06
  [SPEAKER_00]: I also I'm seeing the the sea hawks at home favorite against the chiefs.
• 30:10
  [SPEAKER_00]: I don't think the sea I think the chiefs might win that outright.
• 30:13
  [SPEAKER_00]: I might take the chiefs.
• 30:15
  [SPEAKER_00]: Plus one twenty five out right Sunday night.
• 30:19
  [SPEAKER_01]: I see this Jets Dolphins game to the Jets Dolphins.
• 30:22
  [SPEAKER_01]: I didn't dig too deep into it, but it's a sucker line minus two and a half Jets.
• 30:28
  [SPEAKER_01]: And I think Dolphins, I'm like the Dolphins are horrible.
• 30:31
  [SPEAKER_01]: They're so bad, but two and a half just seems like the bookies.
• 30:34
  [SPEAKER_01]: That's all I think.
• 30:35
  [SPEAKER_00]: Somebody put big obviously it's different apps, but I see four and a half on that line.
• 30:40
  [SPEAKER_00]: So I think somebody put some big money and that's already moved.
• 30:43
  [SPEAKER_01]: Oh, yeah, I must be looking at some later lines.
• 30:45
  [SPEAKER_01]: Okay.
• 30:45
  [SPEAKER_01]: So that's moving it, but I, it's hard for me to see that the jets don't don't perform in that game and beat the, I mean, Miami.
• 30:54
  [SPEAKER_01]: Yeah, they have to be going in the archmaning sweepstakes.
• 30:58
  [SPEAKER_00]: I like that.
• 30:59
  [SPEAKER_00]: I like lots and even one archmaning at this point, or is it a sark problem?
• 31:02
  [SPEAKER_00]: That's a question for another show.
• 31:04
  [SPEAKER_00]: Browns minus two.
• 31:05
  [SPEAKER_00]: The Browns are a good football team.
• 31:06
  [SPEAKER_00]: They have good football players.
• 31:08
  [SPEAKER_00]: You're just the public's never going to bet the Browns, because it's the Browns.
• 31:11
  [SPEAKER_00]: So I think you're always getting a free point with the Browns.
• 31:14
  [SPEAKER_00]: Browns minus two against the Titans.
• 31:16
  [SPEAKER_00]: Lock that in.
• 31:17
  [SPEAKER_01]: I stared at that to me and I do like a pickup with buddies and I'm in second place with a bunch of people and I stared at that and I just couldn't ground the ground.
• 31:27
  [SPEAKER_00]: They have good, I've watched all the games whenever I flip them on.
• 31:31
  [SPEAKER_00]: The Browns have like good, good players.
• 31:34
  [SPEAKER_00]: They have like actual individually like good players.
• 31:36
  [SPEAKER_00]: They got a great linebacker, good course, good d-line guys, so the Browns are a good football team.
• 31:43
  [SPEAKER_00]: They're just gritty, they're not going to put up 40, they're not going to put up 35, but they're going to beat you 17, 14, they're going to beat you 13, 10, they got a good squad.
• 31:54
  [SPEAKER_01]: Yeah, for sure, for sure, for sure.
• 31:57
  [SPEAKER_01]: All right.
• 31:57
  [SPEAKER_00]: But also, I hope it's your honor for me.
• 31:59
  [SPEAKER_00]: Love the show and a Friday.
• 32:00
  [SPEAKER_00]: Next week, I got Brian and Joe, the Halloween Spectacular.
• 32:03
  [SPEAKER_00]: You're not going to miss that.
• 32:04
  [SPEAKER_00]: Go back and watch those interviews.
• 32:06
  [SPEAKER_00]: Brendan an amazing job with Arrow for the Arrow merger.
• 32:09
  [SPEAKER_00]: Go back and listen to that.
• 32:11
  [SPEAKER_00]: For sure.
• 32:11
  [SPEAKER_00]: And I want everybody to have a good weekend.
• 32:13
  [SPEAKER_00]: But that's going to be all for now.
• 32:14
  [SPEAKER_00]: We'll have everybody.