The Bitcoin Cycle is Finally OVER

[00:32] show. Hopefully you are surviving this market crash. It has not been uh pleasant to say the least. I think everybody's feeling it around the board because everything is crashing, right? We had uh gold, silver. I I mean, I'm

[00:45] I'm seeing a lot of channels talk about Black Monday and how today is going to market. I actually haven't looked into the S&P 500 today. Let's Let's go take a look. Uh I'm not streaming. It's It's up. It's up. So, the black is black

[01:00] Monday not happening. Um, but we're going to dive into everything today. The show, what we're talking about is the market crash, uh, crypto Twitter drama, what's happening with CZ and and some other stuff. Um, we're

[01:14] got a lot of AI stuff going on and a little bit of NFT stuff, some token launches and so on. Hopefully, you enjoy it. Let me check here. Uh, power out again. No, no, we're live. We're live.

[01:27] again. No, no, we're live. We're live. Uh we got when welcome to the show. Um bare market uh is here lads. No. Well maybe maybe we we'll take a look. Um

[01:40] maybe maybe we we'll take a look. Um let us jump. Let me get my screen my screen not forget. Uh so here we go. Let me mute my Discord notifications. I'm getting spammed. Market's down. Market is down bad. I

[01:54] mean we're having a little bounce this morning. uh which is nice but overall we morning. uh which is nice but overall we are down uh very bad. Let me open up uh are down uh very bad. Let me open up uh crypto bubbles. Bubbles boom. Uh if we

[02:08] look at the weekly the there's only really three coins that are doing well. hype hype is doing really well. I have no idea what Kanto does to be honest. I saw it here. Uh so Hyperlid up 42% on the

[02:23] weekly. Insane. Insane. Hyperlid has held up held up so well. We're going to And then Canton, I have no idea what Canton is, but it's up 22%. So, congratulations Canton holders. The rest is just down bad. Uh let's jump into

[02:37] Bitcoin because that's the main driver here for the market. It is slightly recovering, but wow, we went all the way down to 74K, which if we zoom out here, uh if we zoom out, you could see we haven't touched these prices since uh

[02:52] April. This was around the presidency, right? And then before that was this right? And then before that was this rally. Uh I believe this was when the uh When this was like the Trump election pump and then we dumped uh and then in

[03:07] April we finally started to pump again. Um and we haven't touched these prices. So this is a really key point here that we need to hold. Uh if not, I mean I bounce. Hopefully we go above 80K, touch 85K. You know, I'd love for us to go

[03:20] going to happen. I'm open to the idea that we do go down to the 50 at at the lowest 50, but like the six, a lot of people are saying 60 to 69K. It's a number I'm I'm seeing a lot. Uh let me just look at some comments here.

[03:37] Shilling some meme coins. Uh we're still here. It's over. Uh what's up, Perez? I clickbait, buddy. We got to hit you. We got to hit you with the emotions. S&P 6900 continues. Still euphoric, just so you know. Glad to hear it. Glad to hear

[03:54] it. I'm not a holder. The Mad tokens. I am not a holder. CGM at restaurant Appreciate you, monster. That's a real one. That is a real one right there. Spring 2026. Feeling good. Yeah, I look I haven't I'm still here, right? Uh the

[04:08] enemy the only enemy is Tradfi. It's interesting that you know when all these manipulation. I think it was going to happen regardless, but um

[04:20] that's okay. We are here for you. Appreciate you. Look, it's brutal. I think it's brutal for for everybody across the board. I think sentiment I had a post about sentiment. Uh where did I keep it? I'm

[04:34] going through all the posts. Yo, I had a post where OSF and and uh I Here it is. It's at It's right there. Okay. Yeah. OSF talk or I saw Faroke saying like, "Hey, sentiment has not

[04:48] saying like, "Hey, sentiment has not been this bad since uh or this is far worse than FDX." Let me zoom in for you guys. I know the Twitter is often small. Um sentiment hasn't been this bad since FTX. Like this is something I was saying

[05:01] as well. It's really it's really negative the timeline over the weekend. where everybody was just funny. I think when when this happens to the market, people feel despair. they feel desperate and you like me too. It's not fun

[05:16] watching your but you're you're thinking why didn't I sell at 120k Bitcoin? Why didn't I sell why did I buy more ETH at 3K? Like it's really depressing. Um and going after Koss. Now we're going after some of the biggest Kos like CZ and some

[05:32] of these other guys. But him here Faro saying this is far worse than FTX. When FTX happens people lost their money but not their faith in the industry. This is people saying it's a scam. We have the Salana founder saying like, "Oh, you

[05:47] know, memecoins, Salana isn't just memecoins." You know, to me, Salana is more on there, but um I wouldn't dog on memecoins. The only reason I touched Salana, to be honest, is memecoins. Uh but then OSF coming in here and saying,

[06:00] "I've only been in crypto for 5 years, but this is not the worst. Uh this is not the first time uh it feels like we've lost faith in the industry and we bounce back, everybody thinks it's amazing, right? That's that's kind of

[06:12] the eb and flow of thing. I don't know. I feel this time, you know, it's cliche different. Uh, which we're going to take a look at in a second. But, uh, yeah, market down bad. Look, it's brutal. I do think we can go lower maybe in a month

[06:27] or two, but I'm still bullish long term. There's a lot of negative. There's a lot hard. You know what? You have those late night light conversations with your crypto friends like, are we still doing this? is still going to hold up. Uh it's

[06:40] really really depressing at times, but we're going to continue to make it. Um I think this does reveal a lot about your portfolio, right? It reveals a lot about exposed to crypto and I don't have enough exposure to tradi. So something

[06:55] I'm going to be looking to do is whether it's stocks or commodities. Personally, I prefer commodities, but um whether it's stock commodity or just like an about, somebody else is going to manage it, whatever. I definitely need more

[07:08] exposure outside of crypto. Um, so that's something I'm going to be looking into. But let's go through here. We had some FUD. So, did I share audio? Uh, let me let me know if you guys >> to be honest. I was pretty I was, you

[07:22] know, a couple weeks ago, I was pretty positive about the Bitcoin super cycle, but right now, given all the FUD and all the all the emotions that was stirred up the all the emotions that was stirred up in the community, um, I'm less I'm less

[07:36] confident about it now. >> So, that's CZ going on. He remember last week he was FUD. He was getting FUD that he caused 1010 and he's aggressively manipulating the crypto markets and he's like the reason we're going down. And he

[07:49] like the reason we're going down. And he said he goes on spaces to say um or I podcast or whatever. It seems to be a Binance uh podcast. He goes on to say like hey I was calling for a super cycle two weeks ago which is funny. We've been

[08:03] down only since he's called that. Um but now I'm less I'm less bullish. And he if this continues like we're going to we're going to keep I don't know is this a threat? I view it in two different ways. I view it one way him saying this

[08:17] is discouraging when we're we're this negative as a space like people are out new participants aren't going to want to join and builders aren't going to be as uh motivated or or they're not going to want to build in the space

[08:30] for money as long as there's money to be made they're going to come and right now yes it feels like there's less money to be made so maybe they're going to leave. Uh that's one way I interpret it. The other way is him kind of saying like,

[08:43] "Yeah, I do control these markets. I did do 1010 and if you guys keep funding me, we're going to zero." That's the other way I I look at it. Um, and look, in markets. Look at silver, right? The amount of times I've seen some of these

[08:56] really big banks being accused and even pay fines for manipulating the market and they make $50 billion and they pay1 billion in fines. What's the incentive you put these people in jail? Unless you, you know, you find them 75, excuse

[09:11] me, I said million, billion, 75 billion dollars in fines, then they're going to rules. If not, what's the incentive? And crypto right now. Uh I do know today there is a house at or a call at the

[09:26] there is a house at or a call at the White House uh with banks and like um Brad Garlinghouse or is I forget their names. Brian Brian Armstrong um and all these guys. Coinbase, Ripple Circle, right? All the

[09:39] hope this is like why is this not public? I hope it is. Maybe it is. But these banks are kind of deciding the future of of yields? Right now they make

[09:52] what 6% or 4% off of our money that we deposit in the banks and then for our deposit we get like 0.1% return. And now they're trying to stifle the returns that we can get on stable coins that you could get for six up to 10% depending

[10:06] what you're doing uh loans just through Coinbase. And they're trying to stop business. Yeah, that's called competition. I understand you're you're there's going to be less loans to go around, but some people are going to

[10:19] turn to crypto to get those loans, right? There's going to be a player that comes and replaces banks, and that's what banks are scared of. So, this is uh it's all happening behind closed doors. Hopefully, it is. Maybe it is public and

[10:31] I'm completely wrong about that. Uh but it's happening at 100 p.m. I don't expect anything to come out of this. Uh but I do think it's important we finally hopefully it's going to control some of the manipulation, but manipulation is

[10:44] always going to be here and it's up to you to just figure out a way around it. Um last week I sold multiple Bitcoin and some ETH and put it all into Schwab Trafi portfolio. Uh just boring VT and I don't even know what those mean. Uh but

[10:57] at least the portfolio isn't losing 20K a day. I still have a lot of crypto. Yeah. Um you know, diversifying industries is good. Um thank you for saying it. It's all manipulated. Yes, sir. It is. Everything like dude

[11:11] everything that's come out over the past few days uh with all those e files, let's call them. Um the whole world is is just a giant joke, man. It's just a everything is being revealed. Is anything gonna change? I don't think so.

[11:25] Uh, so it's up to you to just take control of your life and just do what without with like ethically, right, without screwing everything. What do you think about the the narrative or the cycle once Bitcoin and ETH finally rip?

[11:38] I think most of the market will FOMO into whatever it is. I do. Um, but it hasn't been the case, right? If we look over the past year, uh, what's up, Laa? the past like year, Bitcoin's been down only. Everything go commodities are up.

[11:51] uh S&P like stocks are up. Everything's ripping except for our bags and we're supposed to do really well in a risk-on environment. We have tech stocks and all Bitcoin is underperforming. Crypto is underperforming. So, I don't know, man.

[12:06] I I like it's it's really brutal mentally. It's really brutal. I think if I didn't have a regular income stream, I probably would have quit quit by now. Um, if I didn't have money coming in outside of just my crypto holdings, I e

[12:20] focused on trading way more, which might have been better in the end. And I definitely need to keep doing that. Um, or yeah, I might have just quit. Uh, if money. I'm just losing money being in this industry. And, uh, yeah, I wouldn't

[12:36] have a income stream coming in. So, I'm I'm lucky and thankful that I do, thanks to you guys for supporting my content. And um yeah, banks of the next I think Blockbuster. No, I I don't know. Um

[12:52] we'll see about that. I think I think it's going to take a lot longer before banks disappear or banks are just going to they're going to change and they're going to, you know, offer all this stuff. Um but like is are my parents

[13:05] going to stop using a bank and go to DeFi? I really doubt that. You know, even me, I I got a mortgage. It's with a bank. I didn't go to DeFi. Um I didn't go to some like crypto loan type of thing. I I I would be open to it, but I

[13:19] just went uh the traditional way with a bank. VT is Vanguard Total. The entire US market uh international stock market ETF. Set it and forget it. Oh, I like that. That's really cool. I got to check that out.

[13:31] Um GM Fam, GMF, what do you do outside crypto? Do you work regular job? No, no, in 15 years. I had a startup for eight years. Uh myself, we were in debt for eight years. And then I I I re like got really into I

[13:44] went full-time crypto and uh thankfully it worked out. I found NFTs worked out. Been doing this every day full-time for five years. But you know I make my money uh my group which now is like on pause but made me good money and then

[13:57] partnership. I work with OpenC. I work with um uh some like I just take on with um uh some like I just take on random deals and stuff. Um so that that make money. X pays me, YouTube pays me. Very low, but it's still better than

[14:12] nothing. Um, though. Uh, so let's keep going. So, we have the CZ stuff uh that's happening. At the same time, we have Justin Sun being accused by the SEC of fraud and

[14:26] wash trading. Um, pouring stuff into Trump family crypto. Uh, look, I haven't gone deep into this story from the unpopul populist. I don't know how uh

[14:38] Directly benefiting Trump 50 million. I have no idea if that's correct, but we do have Justin Sun's ex-girlfriend or alleged ex-girlfriend coming out and was manipulating the chart through Binance. He made B exchanges using other

[14:53] people's identity and he was pump and dumping uh uh Tron and he was selling wrecking retail. Uh and she's willing to cooperate. So, we kind of have like a public fight happening here and uh this is really, you know, she's saying like

[15:06] and stuff. She's tagging like the president and all this. Uh so, we're going to see what happens. But, you know, through Binance, obviously, Justin Sun and CZ, I assume there's some really deep links there. Uh and it's funny,

[15:18] trouble, just tell people you're going to save the you're going to buy their "Hey, I'm going to buy a hundred million worth of of Bitcoin, guys. You know, I'm the good guy." And if you remember last week with CZ and all the pressure that's

[15:32] thing. He was like, "Yo, we're going to buy a billion dollars. Don't worry, Binance saying, "You're you said you're going to buy a billion and then you're dumping a billion in Bitcoin." Is it really Binance dumping? Like is it not

[15:45] those wallets work. Uh something else I got to look into, but Binance started buying a 100 million worth of Bitcoin. We also have um you know, all the DATs buying. We have Tom Lee coming in and buying 42,000 ETH worth close to hund00

[16:01] buying 42,000 ETH worth close to hund00 million. His his bags are down. He's down six bill 6.6 billion which if we were to realize this loss it would be the fifth largest documented uh principal trading loss in the history if

[16:17] sold. Um I don't think he's going to sell. Like why would he sell? Look, to be fair to Tom Lee when uh look, he called for some ridiculous prices, called for some ridiculous prices, right? 180K Bitcoin and 7 to NK ETH by

[16:29] the end of January. Completely ridiculous. This is like reading. I don't know where he gets his information from, but it just seemed insanity. However, you know, you watch him during interviews and he recently

[16:43] well. I could see ETH going down to 2400." Um, which it went lower. Right now we're at like 22 or 23. Um he's Dude, for a guy who's down 6.6 billion of other people's money. Let's be real. He's very calm. You know, I would not be

[16:57] able to sleep at night. He seems very calm. Uh he's he's still buying and a have to sell." Does he have leverage? Isn't he just buying like with other works. Michael Sailor, on the other

[17:10] hand, this makes no sense to me. This dude, we went under his average price. you know, he didn't get liquidated like people are saying he's going to be. Why is he buying Bitcoin at $88,000 when

[17:24] Bitcoin was at $74K? Please explain it to me. I don't bulk and whatever, but he's just getting completely hosed. Like, why not just put bids on a bunch of exchanges? And maybe there's rules like, oh, his company

[17:38] needs to buy a certain way and he likes to OCT OTC it, but come on. like he's getting absolutely hosed and this makes no sense. Um the comments don't get it either. We're all like why are you buying this high

[17:53] and it and you're buying OTC? Like it's not causing any upwards pressure. I don't know. This is just super weird. Um his the OTD OTC desk he's using must be his the OTD OTC desk he's using must be making a killing.

[18:10] in the comments. If you could hit that like button as well on YouTube, it's people because YouTube really cares about the like button. My only crypto is everyone is expecting lower. So, everyone is on the bare side that

[18:23] Whenever people think one thing, the opposite happens. Uh most even on like I watch a lot of people on YouTube, they are all calling for 60k Bitcoin or lower. So, we'll see what happens. Um you know how the market foss

[18:38] whatever is rising the hardest. Uh what do you think will be the next big horse? do you think will be the next big horse? Um because memecoins uh giga these are just Mad coins personally. I don't care about Apoo. Th those are all uh those

[18:50] are all Mad coins. That was just like a narrative and I don't know. I don't care really good coins. Like I'm not saying right. There's a lot of meme coins out there. Pangu, Pepe, uh Wjack. Like there's a lot of coins. It just depends

[19:04] what the culture and and people are going to be bidding. And um nobody cares going to be bidding. And um nobody cares about Mirat anymore to be honest.

[19:22] Buy the dip. Yes, sir. I mean, the fear and greed is is uh what was that like 15 and greed is is uh what was that like 15 or something? Um the RSA RSI was was super low. Uh typically, you know, we get a bounce from there. $6 billion loss

[19:35] is crazy. Yeah, he was his like he was buying it at 4K. Maybe he knows Uh, hey, what's good? Uh, Hustle Pedia, welcome to the show. Hey, bro. Can you send me some soul? No, sir. I'm not a charity.

[19:50] Uh, but I saw you commenting on some videos. I'm not a charity, bro. Uh, hey yo, what's good, Bodega? Welcome to the

[20:02] show. Um, but one coin that is standing out, one token that is standing out is Hyperliquid. Uh, this is something I want to take a look at. Um, oh yeah, first, sorry, I wanted to look at the bounce on gold. We have gold taking a

[20:16] by? I'm going to have to do the thing where I go into the screen. 20% dip on gold. Silver was even crazier, right? I think silver was uh closer to 40% from the highs. Let's

[20:30] uh closer to 40% from the highs. Let's go see. accurate. Like this is uh silver pers on hyperlquid. I got to check the liquidity here. It might be a bit more. I think it was closer to 37% uh dump, but maybe it

[20:46] was closer to 37% uh dump, but maybe it is closer to 50% dump or 47% dump on silver. Absolutely insane, right? Um these prices I look I still think gold I want to start getting exposure to gold long term. Um, but can I have some

[21:01] Bitcoin? I want to start getting exposure to to gold longterm. Uh, open trading view better prices. Yeah, the view. So, it keeps every like five seconds there's a popup like join join.

[21:15] will though. I'll be ready for next time. Um, we'll start doing some TA. But Hyperlid, dude, Hyperlid has been outperforming the market. Uh, everything else is dumping and this thing is just like I

[21:29] went all the way down to like low 20s, but everything else is dumping and Hyperlid is doing really well. Um, everybody is now becoming a Hyperlid Hyperlid, right? But everybody is becoming a Hyperlid Maxi on the

[21:45] timeline. I'm seeing it. Um, and and with good reason, right? I mean, they're doing really cool stuff. They add they have pers then they added and it's all decentralized, right? you don't have to use a um a centralized exchange uh

[21:59] bodega send captain bitcoin um and then then they added right they added gold they added stocks uh that you could trade and now they are adding hip4 now this is going to be really interesting because uh prediction

[22:16] markets yeah right now I'm shocked that actually ki is first I thought poly market wow poly market got passed by opinion labs No way. Um, they all have similar volume. I believe though the volume on Koshi is mainly, last I

[22:30] checked it was uh 89% sports betting. The problem with prediction markets is there's no volume, dude. A lot of these there's no volume, dude. A lot of these markets are so niche that there's no

[22:44] liquidity in a lot of them. Um, I want to go heavy. Well, there was some for BB, right? BB, I wanted to go heavy in above 200 mil and even above 300 mil. I even went above 400 mil. I put money, but like a $50 buy would move it by 20%.

[22:59] There was just no liquidity in in some of these mark in the very niche markets. Like it's we're still very early in the prediction market like five aggregators in the past week

[23:12] I'm kind of thinking of just testing them all and either just reviewing them all or just finding the one I like the most. Um most. Um but um

[23:26] yeah, but uh so it's interesting to see now Polyark or Hyperlquid is going to be entering this market. We'll see what happens with with this because you know Poly Market and Calcy are investing a ton of money. They are sponsoring uh not

[23:39] me for some reason but they are sponsoring you know news stations. stations with sport with NHL partnerships and everything. So, it's going to be really interesting to see where Hyperlid lands because Hyperlid is

[23:52] an absolute killing. Let's go on DeFi Llama here. Can we zoom in without losing the details? No, we're going to lose it. Um, oh no, we still have it lose it. Um, oh no, we still have it here. Hyperlid, $68 million dollars a

[24:06] month. They're making three mil a day in fees. And what's beautiful about Hyperlid is they're putting all that money back into the the token. Uh they're they're buying here it says 99%. I thought it was 95%.

[24:22] Uh but here it says 99% back into the token which I saw this post from ICO beast which I got this is something I was thinking recently as well. Um where you know who wants to hold man or Salana or whatever there is when there's a mass

[24:35] honor killing taking place on all alts. you know, you're just getting absolutely hosed. And I feel like, you know, what are the biggest apps that I'm trading with right now? Hyperlid, Poly Market, and I've been trading memecoins on FOMO.

[24:48] and I've been trading memecoins on FOMO. Um, and all of them use USDC or USDT, whichever. They use stable coins. So, like I don't need to hold Salana to just trade with stables. I personally much prefer, especially in times like

[25:02] this where the market's nuking, I much prefer trading with stable coins. If I want to hold a bag of Salana or ETH, whatever it is, um, then I I'll buy that

[25:14] as a trade or maybe as a long-term hold, but I don't want to be actively trading with my coins. I guess NFTs is the only place I'm still comfortable trading uh with ETH because I find it easier to evaluate NFTs and ETH than dollars. I

[25:31] guess it's kind of like something because we are trading in 2021 versus memecoins. I'm just I'm putting in my my soul or whatever ETH and then you're dollar value of that. I still look at dollar value, not necessarily soul.

[25:45] Like, oh, you know, people do still say, oh, I made 50 soul on this coin, but uh 10. When you flex your profits, you know, you're flexing the dollar amount. Um, so, you know, what's the use of all these tokens? Why am I holding all these

[25:57] printed, especially if the foundation or treasury or whatever is just dumping holding? You need deflationary mechanics. I know ETH has some with the

[26:09] newer staking model. Even Salana, I believe there's it's deflationary. They do still makes print Salana uh to pay out the validators, but I think overall going to have to look into all this stuff, but uh you know, Hyperlid is the

[26:24] only one that's using revenue to buy back and that's what you want for your holders. The the team is directly aligned with their holders. This is something I want for NFTTS, right? Where I've been saying, why do I care if this

[26:36] company is going to be worth a billion? Why do I care if Pudgy Penguins or Igloo is going to be worth a billion dollars, $20 billion, but my NFTs are worth they're not going up, right? Azizuki was saying this as well. Um, you know, we're

[26:50] doing our trading card game and the IP and and these NFTs are going to become like the Charizard of ASUKI. Like, okay, maybe, but in the meantime, the company's being worth more. The founders are getting richer. Eventually, they're

[27:03] company? Eventually, it's to have an exit or an IPO. they're going to exit or IPO. How does that help me as a holder? It it doesn't. I'm just like being a cheerleader and not making any more money. So, I like the hype I like the

[27:16] money. So, I like the hype I like the revenue model. I like um that that even me, I'm I'm becoming more of a Hyperlid Maxi as I say this. Uh the Fund. How how has Pump Fund been doing? Uh I looked at it yesterday. Um

[27:33] and Pump Fund, you know, their revenues are really good as well, right? They are right now fourth. They are making $1.3 million a day. And I I do think they're losing market share a little bit uh to right now what's happening on base. And

[27:47] you know, bank we're going to look at Bankerbot a little bit. Um well, we're already 30 minutes in. Crazy. I've been rambling. Um but yeah, Pump Fund is uh it's around 2.5 billion. you know, this thing is just I mean, it's been

[28:02] down only from the launch, but um yeah, another one that's using revenue. Oh, a nice a nice little pattern here. Um what else do I have here? Prediction markets and the White House. Okay, so this page is done. Let me switch to the other

[28:15] topics because I've been rambling on too much about this. Um let's stop screen sharing. Screen share again on the second screen. Which one is it?

[28:28] on the second screen. Which one is it? Uh, let's just close this. coins. We're going to talk meme coins. Boom. Uh, boom. Make this bigger.

[28:45] there's a lot of comments. And then I'm going to be um Oh my god, you guys are what the please is. I don't know what the please is, bro.

[28:58] I want to start trading. I don't know. I don't know what all I see is him begging. Please, please. I've lost what? Rewrite what you're you're asking me. Lower Hyperlid will win prediction markets because I own the token. Yes,

[29:11] dude. That's the attitude you got to have. Uh Poly Market are everywhere. Seen them sponsoring every big fight. Yeah, agreed. Boxing and UFC. Look, I love Poly Market. Um it's my favorite marketplace, but I also like Hyperlid a

[29:25] lot. So, we'll see how Hyperlid does what the volume are. Salana, dude, I've did really well this cycle with because meme coins was the main main thing, but holding any altcoin to be honest. I'm kind of tired of holding this stuff.

[29:41] market starts to rip and then you you kind of regret. Um Oh, you're asking me why there's beggars now showing up in the chat, dude. Um,

[29:57] dudes? Anyways, let's let's uh let's go back to streaming. Okay, so memecoin metas. What is happening in the world of memecoins? I mean, last week or two weeks ago, we had

[30:12] Penguin take off, which Penguin I was kind of I might make shorts on this, but like what why did Penguin take off? Penguin took off, you know, because the White House tweeted it, but it was already viral in web 2. It made a lot of

[30:26] sense. Uh, I think for young males, you connected to it. The the song was really good. Like, it hit you on an emotional level, and it was all over my Instagram. Now, we have a new meta coming in, which is

[30:39] Yo, I just saw that message. We have a new a new uh meta coming in, which is the whole AI meta, which we've seen before. Um, and this one last time lasted a very long time. So, what happened now is this molt molt book,

[30:55] if you remember, Claude was taking off and now it's molt book um or molt uh and has to do with like crabs and stuff or lobsters, whatever. But it was kind of trading sideways and then boom, out of nowhere it goes from a million to over a

[31:11] 100red million market cap. Now, why did this happen? because of the virality of it. Uh, and I remember talking to Captain about it saying around like 40 mil saying, "Hey, this is probably going to be a 100 mil runner." Um, and the

[31:24] reason is because it's viral outside of web two. That's what you need. You know, the penguin thing was viral outside of web two, outside of web 3, excuse me. It president posting it or the White House posting it just that's what's fully sent

[31:39] it. Um and then next we have this which is uh and then next we have this which is uh this is a a let's call it a Reddit for AI agents where AI agents can they were talking to each other and they were

[31:52] talking to each other and they were making posts on different topics and as soon as I saw this post by Eliza great post here it absolutely cooked 10 million views wow I saw Bill Aman quote tweeted her Elon replied to it or to

[32:05] like the quote tweet um and here she's saying in the past five minutes multiple entries were made on mold notebook by AI agents proposing proposing to create an agentonly language that humans cannot understand. Um and then I also saw some

[32:19] a private section that like the owners of this website or servers cannot see. This is scary right? I think this showed us you know we are not prepared for AI. Now it was a LAR uh because the humans who made these AIs can just prompt it.

[32:35] They can prompt it to say next to anything, right? I'm sure within rules. Uh but they could prompt it to do whatever. Um Clawbot is now open. Open open claw. Okay, that's what it was. Um what's your

[32:48] portfolio look like? We could talk about that later. Marin Naval saying this is all fake. Yeah, yesterday. Yeah, so it ended up Yeah, yesterday. Yeah, so it ended up being um it's just it's it's like you

[33:01] prompt Chat GPT to like roleplay or do what you want. Um, that's what it ended up. And you know, the the coin has taken quite a beating. I'm surprised it's actually still at 40 million. Uh, but it went all the way to 100 million. Um, the

[33:15] craziest thing though is this guy blank account. Like if you go to his Twitter account, he's he hasn't made a post. Uh, some people are saying this is Frank's because Frank was the second biggest holder on FOMO. Um, this dude turned

[33:29] holder on FOMO. Um, this dude turned $20,000 into 2 million and he did not sell a dollar. Let me check if he's sold by now. But last I checked, he hadn't. Uh, and he went from he went from $2 million down to

[33:43] uh a or a half a million, which is still a Okay, he's back to 870K. That is guy's doing. Did he lose his phone? Like, I don't understand what's going on. Um, the I would have one clipped this. you the goal here, the trick here

[33:58] up so people are used to seeing you selling and then I don't know you get under 50% of your holdings. You're one clip out, dude. That's what I would do. chart. People can tell me I don't respect the chart. I don't care, dude. I

[34:11] just made $2 million. Don't talk to Don't at me. Uh but yeah, and Frank too. Frank was up a million dollars. He ended up making $350 still and then I saw he was buying back in and selling. He still did

[34:23] don't care what people say. I know a lot of people have have issues with him and Like, he's done it on private wallets. If you're following him, I think one of the bigger issues with FOMO app is the copy trading. And I do it myself. I see

[34:37] to ape this without doing research." Sometimes it works out, sometimes it doesn't. But, um, FOMO app has really gified trading. I know I mentioned FOMO like 50 times a day, dude. It's an addiction. They have found something.

[34:51] Uh, my link my referral link in description down below. But um so we had molt which this is kind of reminding me of the whole you know the previous meta then we had like that what what was his name AI XBT and all that like AI agents

[35:07] name AI XBT and all that like AI agents and I remember I forget if I bought I mil and I sold it because I was like this is probably a LAR like there's probably not somebody behind like it's not an AI you know it's probably just

[35:20] somebody prompting it or whatever so I sold And then it ran to I forget how much it went nuts. A billion or whatever it was, multiple hundred million. Um, and every meta before that was lasting like a

[35:34] week. Peanut, mudang, whatever they were. I forget the timeline, but we had a lot of meme coins run to 300 mil, 500 mil, a bill, and they all lasted about two weeks. And I was like, okay, you know, I missed goat. This is probably

[35:48] on to the next one. Dude, the AI meta was the meta. It lasted months. That was a brutal time and every zero bro and all these coins that were coming out. Heyon, whatever it was, they would just full send and I had no exposure, dude. So,

[36:04] right now I have no exposure to Molt. Uh, you know, Molt's been down and I'm not going to buy it. Uh, but I am keeping an eye on this meta. I'm watching it literally every single day. a few coins that came out. We had

[36:17] a few coins that came out. We had Claunch CH, which this one is a a token launchpad for AI agents. It's the ma it's the first token on the launchpad. Um, but I'm seeing like, you know, people are trying to make the LinkedIn

[36:30] for because that, right, that was the Reddit of AI, the LinkedIn for AI, the um the Silk Road for AI, right? People are trying to like push these narratives. Um, bro, stop asking for money. I ain't

[36:44] Um, bro, stop asking for money. I ain't giving you nothing, bro. Just stop. Um, happened was this thing called Tri Punch, which is a place where, oh my

[36:58] Punch, which is a place where, oh my god, my links are all out of order. Um, assets. It can like evaluate a ton of items on like Amazon and stuff and then

[37:12] give you recommendations and even go buy it. Uh, this one is weird because like Zack Xutt says here, this is the Circle Co-founder posting about Perch and he's saying, "Yo, the the account you're posting here uh by this dude. Uh, the

[37:26] account you're posting has a pump fund. This is a pump fun coin. So, it's really weird. You know, he's making fees off of it, which is great for him. Uh, but this of just pumped and dumped. Where is it? I lost it here. Do I not have it? Um,

[37:41] perch. Oh, it's probably right here. Yeah. Uh, one luckily. Uh, I made some money. But yeah, dude, it pumped from sub 1 mil all the way to 18 mil and now it's down to

[37:56] 3.6. This was just a pump and dump. And I really doubt the circle guy knew or even researched that there was a coin behind it or like put two and two together. uh that it was a pump fund. Uh I think he just liked the tech. That's

[38:09] because this is super weird. I mean I saw some people saying like are you here because he owns some competing coins saying are you hacked? Um and then coins saying are you hacked? Um and then another one is uh Kelly Claude that I

[38:23] paperhanded. Dude, I paperhanded this. I had I did the first trade really well Not the bottom because it went it went to sub half a mill and now from here it just completely took off. Uh this one is based around this dev here which it's

[38:38] just an AI agent that does stuff uh with through like molt or mold book. But um he's this guy is is putting in the work. He is like tweeting about it constantly few angles and it's definitely takes a lot blah blah blah. He he's just

[38:52] this is what people want, right? This is what people wanted the founders of like gas and uh Ralph to do. Consist consistently post about what they're doing. And you know, is this going to be the next gas? Who knows? Um I do not

[39:06] currently hold any. I'm really upset with myself that I papered. I saw it like, do I buy back? No, maybe a dip. And boom, it's at it's at eight. But I'm kind of also trying to think what's the top to this stuff, you know? claunch.

[39:19] Um, which this one I top blasted and I took the L on it. Like, how high can this go? Yes, if the AI narrative comes back, uh, and it does like we did with runners that make no sense. The valuations on this stuff make absolutely

[39:34] no sense. Okay, but I'm trying to think what is the top here because a lot of the stuff, why did Molt go to 100 mil? It's because it was viral. It's cuz all these people were posting about Molt, not just in web 3. like you had Elon and

[39:48] and and uh you know Bill Aman and all these guys reacting to it on Twitter on my YouTube started to get filled with maltbook videos. Um so you everybody's there is no real link between the token and and like the topic it's just culture

[40:03] that's just memecoins, right? It pumps based on who's talking about this stuff uh and how viral it is and then the narrative dies out. Like Penguin's still at like 30 mil last I checked, but it's no longer a narrative. Yes, maybe it's

[40:15] going to get listings, but that narrative around it has kind of died thing, which is AI. And then there's going to be something else and people are going to move on and the tokens aren't going to do as well. Um,

[40:28] I think the AI meta will 100% come back. These systems just get better and better once there is Yeah, like I think not only the the memecoin meta, there's going to be real Yeah, I said punch. My bad. Perch. Like purchase. Uh, thank

[40:42] you. Um, I saw I'm not going to click the comment, but somebody said PH for AI. That actually exists. I saw that one. Somebody tried it. Um,

[40:56] comment, yeah, there's like at one point there's going to be real AI stuff, real AI coins, um, that are going to do well, not just memecoins, right? Um, so that's this is the current meta, right? It's all these AI coins that are coming out

[41:10] and just following the right people. I see, you know, a base pushing a lot of this stuff, especially through Banker, but now Banker is uh on on Salana as well, which I find really weird. Um, and then

[41:25] names. We have the typical big names that are pushing this kind of stuff. So, um I I I'll try to work on video. I was going to make a video on Bankerbot. Uh know why you're asking me please, Perez,

[41:38] but um sure. Uh then finally, what are we at? We're at 1042. Okay, let's talk a little about about the token launches. Uh let's go. ETH pushing back to 2.4K. Let's go. That's what we want to see. Um top last Bankercoin.

[41:53] Bankercoin was a buy when Malt was going up because it's it Malt was launched through banker. Now it really just depends on the Now it really just depends on the narrative. Is um is this is this AI

[42:05] still going to be launched through banker? like especially if there's a a sole runner on banker then maybe uh but we're we're going to need some through these things and then the main coin's going to pump. Um I want to see

[42:19] what Pump Fun's retaliation is going to be here because Pump Fun what they had Penguin and now we switched from Penguin we switched to the banker stuff. Um we switched to the banker stuff. Um Captain Perez wants avocado Stormy. Um

[42:33] let's move on. So we had last week we had a token launch. We had Infinex launch. They raised that 100 mil, but if you want to sell day one, your price is 300 mil. This is getting wrecked. Obviously, they launched probably on the

[42:45] worst day. Like literally the worst day they could have chosen, which they crash. Um, very unfortunate. Uh, but they are currently at 130 mil. So, you're basically stuck in holding. And why this

[42:59] could have just, you know, if you're bullish on Infinex, you could have just bought right now, have basically the same entry at 130 mil instead of 100 mil and have no lockups. You have no lockup. So, if the coin does 3x and go to 300

[43:15] mil, you know, as a as a buyer on the secondary market, you can exit and take that 2 point whatever x it is, but as an investor, now you're at break even. Um, post basically on all the coins that have launched so far this year. Uh I

[43:31] included Zama in there which launched today, but let's exclude Zama. Of the 18 coins that have launched, only four have been profitable. If you bought out the gate, I don't know about investments, but if you bought on day one, only four

[43:45] are profitable. So, a lot most coins are are down only. Um, hey, are down only. Um, hey, what's good Kevin Bosu from Final Bosu? Um, what's good? Thanks for tuning in. Uh, let's move on. Today we have an

[44:00] auction. Weird timing. We have a Rainbow doing an auction and like pre-bids. Um, this is just a weird thing. They're doing a 100 mil FTV. Uh, they're selling very small supply though.5% of the supply, but I know they're doing a a

[44:14] sale through Coin List as well as one through like unis swap or something. Um, sorry, a weird DM. Um, yeah, as well as one through through uh unis swap. So, I

[44:30] it because it's such a small amount, but 100 mil, I don't know how to evaluate this coin. It's a wallet coin. I have no idea what it does. I've never used uh Rainbow personally. I don't know how good or bad it is as a wallet. Um,

[44:45] I've used all the others, MetaMask, Phantom, uh, and Rabby. This is going to to be launching a coin. So, I want to see where this coin's going to land. Um, Poly Market has it under Poly Market has only 40% believe it's going to be above

[45:01] their current raise value uh, one day after launch, which this was recently. Uh, Poly Market traders are usually on on point. The only one they made a we're going to take a look at it later, but doing really well, but other than

[45:15] that, they've been spot on. Yeah, I kind of agree here. I don't know why unless they crime it. Unless the the supply on day one, which I think is 19% uh is is crimed. Um yeah, I don't know why it would, you

[45:28] What does this coin do? What's the the point of this coin? I'm not sure. Again, Wallet, but uh I was looking at their revenues. If this is correct, like they only make three mil a year. Um so it's not like buybacks are going to do

[45:42] coin. I personally I'm not playing it. I'm not even playing the poly market. Um, the other one that launched I want Let's refresh this because I want to see. I thought it was supposed to already be launched. Uh, is Zama.

[45:57] Oh, they got Coinbase. Uh, February 2nd. That's today. Is it live? Okay, it's now live. Let's go check the price because I had the pers here. Oh, and this went up. Okay, this went up. So, I guess it's trading. It must be trading above 300

[46:10] trading. It must be trading above 300 mil. Uh, can I get Zama? Not per. This is going to open per. Is it still pers? Yeah, per perpetuals. Uh, but they're Yeah, per perpetuals. Uh, but they're showing man 370. Um,

[46:25] yeah. Didn't they raise it like 550? Didn't they raise at 550? Uh, so Zama's another one. Look, I I don't know anything about Zama. Um, same. I saw this one is also launching today. The only reason I bring this one

[46:39] up is because they did that funny thing last week where they uh they got announced on why are they doing Binance Alpha? That's crazy. Every coin that's only. I don't know why people are still doing it. Uh they launched with the

[46:52] their ticker is Elon and there was that Elon coin and they bybit announced Elon is going to be listed and the Elon memecoin pumped but it was actually this coin that is going to be listed on Bybit. So that was pretty funny. Uh and

[47:05] then we also have this I think this is is this this week or next week? Um I Yeah. Yeah. Today actually today until the 6th. Flying Tulip is doing a raise

[47:17] the 6th. Flying Tulip is doing a raise of $200 million at one bill FDV. thing. What do people think this is going to be trading at on the secondary market? Um Poly Market thinks it's going to be under 800 mil. So, um, again, low

[47:34] volume here and they're not always right, but, uh, yeah, this is crazy in of raise. I'd be shocked if they raise the 200 mil. Is there actually a commitment market flying? Uh, no, there's no commitments

[47:48] really. Um, yeah. And then I did Oops. I was supposed to have Mega ETH opened here. supposed to have Mega ETH opened here. Mega in uh pre-launch. Yeah. Uh, I did

[48:02] seeing a lot of FUD now on Mega ETH. Uh, it's currently 1.4 billion. I think people are getting impatient waiting for Mega E to launch. We have mainet going live in 7 days next Monday on February 9th, which is not the TGE. They've

[48:17] already or I saw somebody confirm it's not going to be TGE. It is just mainet people get impatient. I saw in Poly Market 2 the odds for me ETH were

[48:31] um getting wrecked here. They added 1.5 bill. Only 33% of people believe it's in the comments a lot of people starting to call it a scam. Um what I saw like dude I saw some people

[48:45] because you could click their their their Twitter profile. I saw some people who are literally wearing a fluff as their PFP. like they invested in the fluff round and they're funding their bag, calling it a scam. Uh so I just

[48:59] you know, they're betting no here, kind of hedge their bet, so they don't mind either way that it goes. Um but yeah, really unfortunate to see Mega ETH. I'm really unfortunate to see Mega ETH. I'm excited for Mega ETH. Um

[49:12] we have Moonbirds making a nice little comeback here. Up 35% yesterday. They went from what was it like under 08 to 1.08. 08. Now, I do think I saw people

[49:24] saying low listings. Yeah, listings have been pretty stable Yeah, listings have been pretty stable actually. Uh only 25% or like 26% last I checked are actually nesting. Uh and the the coin, their coin has been doing

[49:36] the coin, their coin has been doing pretty good. Uh let me get BB up here. Uh it's holding pretty well at 230 mil FDV. Uh nice little bounce here after the market crash. So, right now they have the game one that is actually live

[49:51] have the game one that is actually live where all the unstaked BB is going out as BB rewards just for for that unlock, right? Which if they actually gave this out to Moonbird holders, Moonbird holders would be making yesterday when I

[50:04] did the math. Now, it's changed, but let's just say like close to.35 ETH per month uh for having their Moonbird nested. Now, this would change because rewards and the price would just self adjust. However, uh what they're doing

[50:17] play this game with your tokens, with your Moonbird tokens, um or with your BB token. So, that's less exciting, but I get it. This is what something we spoke about in the last episode. Once you launch a token, you have, you know, 500

[50:32] million or 500,000 holders versus like less than 10k holders of your NFTts. So, who are you going to want to please? It's going to be the token holders. So, attention to the token. and Moonbirds is attached to the BB token now because of

[50:47] those unlocks. So, it makes more sense that they give rewards to BERB holders and try to incentivize BB holders. But, uh nice to see the NFTs back above 1 ETH. A lot of people are asking me, I'm getting uh if

[51:00] a lot of people tagging me like, "Hey, is Moonbirds a buy?" Like, I'm just not touching it. Uh I'd rather play things like just like crypto or memecoins right would do it as a trade. I'm not ne People are asking me if I'm going to

[51:14] nest. I'm not nesting. Maybe it does work out. I've had such bad experiences with staking. I am not nesting anything. I'm not staking anything. Like I want my money and I want to be able to sell now. I don't want any like, oh, it takes

[51:26] seven days to unlock. Look what happened with with Kaido. Look what happened with Hyperlid. I my hype was staked when it was at 50 bucks. I did unstake. Give me my money and then it started crashing and now it went down to 20. So, um it's

[51:39] a good way to make you diamond hand and hold if you want to hold longterm, but stake. Uh I don't know if there's a lockup. I didn't look at it on Moonbirds, but uh the rest of NFT market is pretty flat. Uh it's kind of boring

[51:52] above four, which is nice. Apes back above five, which is nice. Um but you know, if you've been holding, you're down money because ETH has just crashed and that's where they come in.

[52:05] crashed and that's where they come in. Ultra Man under 0.2. two. Uh oh. All of them have been minted. Isn't the raffle still Isn't the game still live for 14 days? What's What's going on? Why are they all minted? I Is the raffle thing

[52:18] they all minted? I Is the raffle thing still live? Oh, they closed it. Wow. Okay. I saw a lot of FUD here. People 100 boxes and I haven't hit." Like, dude, it's a lottery. It's a lottery.

[52:32] People are mad at me for saying that. Um Yeah. the the Templar is holding really well. Uh Clonex, can we get the Can we know who the owners the new buyers of Clonex are, please?

[52:51] anything in uh NFTTS. Uh if the only thing I'm going to do here is is maybe DCA into some crypto and I've been playing meme coins, but outside of that, no, I haven't really been touching anything. Um it's too I'm spread too

[53:05] the I'm trying to do meme coins, you know, all the research for videos and stuff and uh I don't have as much time. Uh I just want to trade majors. That's the only thing I want to do. Trade trade majors. Um even for NFTs, like trade the

[53:20] majors for NFTs. Uh but why are they going to pump? They'll pump if ETH starts pumping again and we get back into this riskon environment. That that's when they'll pump. Um how's my progress doing? I'm currently at

[53:33] progress doing? I'm currently at amethyst tier two. I got more work to I want to at least get to sapphire again, but ideally ruby for wave five. How much days left? Third two weeks. Two weeks left on this

[53:50] and then um I everybody asked is there going to be another wave? I assume there will be regardless of TGE. Uh and they've confirmed TGE is still Q1. Uh so they've confirmed TGE is still Q1. Uh so that's good.

[54:08] anything you want to talk about, feel free. Feel free. If not, we're going to close out the show here.

[54:24] Um what we have Bitcoin pushing 79K. Let's go. ETH almost 2400. Um, that's what you want to see. Hyperlid,

[54:41] you for tuning in, Cat and everybody. Uh, so yeah, let's just end it here. I appreciate everybody tuning in. If you could hit that like hit subscribe. Want to get to 100K before the end of 2026,

[54:56] bounce. Is it Where are we going? Are we going down after this bounce or we going up? Um, can we just get back to 100K? Like, is that too much to ask? Yeah, we're going to end it here. I

[55:09] appreciate everybody tuning in. Thank you for watching. Peace. Let me close it. End stream. Sream.