$BTC & $ETH Steady, BSC Memes Higher, Laptop Debacle and more News!

0:00Your call has been forwarded to an automatic voice message system. A missed call doesn't feel like anything. No red flag, no notification screaming at you, it just disappears into your call log. And nine times out of ten, that was someone ready to hand you money. That's why today's episode is brought to you by Quo, spelled Q-U-O. The business phone system built so you never miss a call. Here's what I like about it. All your calls, texts, and voice mails live in one place, so anyone on your team can pick up a conversation, see the full history, and respond fast. No more, wait, who talked to this customer last? And if you're worried about after hours leads slipping through, Quo's optional built-in AI agent can answer questions and even book appointments while your team's offline. It's the number one rated business phone system on G2, and over 90,000 businesses already trust it to stay reachable. Money is on the line. Always say hello with Quo. Try Quo for free, plus get 20% off your first six months when you go to Quo.com-tek.

1:01That's Q-U-O.com-tek. Yo, yo, yo, what up, what up, good morning, good morning, GMGF Wednesday, August,

2:10no September, 9, 2026. Look at that, another beautiful day to have a beautiful day. But I had two calls and I, oh, I do have both my calls still have. Tyler, Mando, good morning. How are you guys doing today? Great, man, how are you? Oh, Vaibin. I'm Vaibin. This is my favorite month of the year. I'm having a great time. It's nice outside, just the breeze is good. Working out, making money, we're building. Life is good. Life is good. Tyler, how you doing? I feel fantastic. We survived the 100 Biden laptop, drama, debacle, whatever you want to call it. Our alts are absolutely ripping and we've got our Quantmando back in studio. What a great morning here it is on Wednesday, September 9. Feeling very good. Mando, I think this could be the first time we have you since I knew Tyler was sponsor.

3:17I know you're a pump bowl. You have been for a minute. But have you been following Tyler's journey on the pump? I actually hadn't until I messaged him the other day because I saw it. To be honest, I think Tyler underperformed his ability for a long time. I was in the cup of every runner for every. When the cycle comes back, I would want to be in his corner finally new coins more than pretty much anyone. I'm not surprised. I'm not surprised. I'm glad you took profit at the right time. Personally, I think it's not a lot higher. That was my fuck up. I took too much profit. I need to work on sizing and I need to work on TP strategies. You had your reasons with the pump. You know, it's done for the rumors. Really good. You definitely had the right reason. I think you had the right reasons to do it.

4:20But anyways, sit down on the show. We'll talk about all that because that is ripping. That fumble car is not looking good for your boy. It's depressing. But we're not going to go there. We'll talk markets. I mean, Bitcoin, very strong, Ethereum knocking on the door of a breakout. Definitely want to go there since we have our quants. We'll talk coins a lot today. Let's go over some charts. Let's go over some indicators. I know man, man, he's mad bull posting when I love it. So the bull is coming. You love to see that. We'll talk, we'll talk meme coins. We'll talk all the good stuff we always talk about as usual. Really, that's about it. The show is brought to you by pump fund. Pump fund. Pump fund. Pump fund. I do have a beautiful and wonderful ad read right in front of me. Brought to you by pump fund. Get paid to trade with no fees on the pump fund. App trade like a pro on terminal or launch your own coin. And second trade internet trends only on pump fund. We're actually going to go to Mando. I have not heard this jingle in a minute.

5:33GM everyone. Yeah, it's been a while, hasn't it? Has been a while. My thoughts on the market here. Macro, we're in a little bit of a spot with oil being above 100 again. I don't think it will last there for a long time, but it's clear that the war is like continuing. I sit in there's still a pretty high chance for ceasefire in the next month. And you know what Trump's like. I don't think you'll keep oil above 100 for that long. So I think we'll probably end up seeing some form of the escalation headline. And so I think that Macro's a little bit shaky, but crypto feels good. It in that world still. We still have to worry about slightly higher rates because of oil. I still think it's like a 50 50 bet. A lot of these FOMCs will be, but I don't think it's also going to be as bad as what people are worried about. In terms of crypto, we're kind of a bit

6:34range bound at the moment. I think Bitcoin is like going between this very short range or 60 thick, sorry, 76 and 82 and it 77. It feels awful and it feels amazing. The movement altcoins is telling me that we've got leverage picking up again, which I think is interesting. And it's something to be aware of like we have the FOMC this week. So just be aware of like Wix, I would say. But I do think we're that crypto is in a slightly better spot than other places. In terms of macro that is. The coins that I like right now in that world. There's like four or five coins that are like flashing green for me on like pretty much every trend following metric. Of the majors, it's only really ETH and hype if we count that as a major these days.

7:35And then for the more altcoins, it's ZCASH, VVV, near are kind of the only ones now. So those five feel like they've got a very strong trend. And everything else feels like it's strong, but not as strong. Like these things, whenever Bitcoin moves up like 1%, saw. The other thing I'm looking at from the long side is Robin Hood. Actually Hood the equity piece. I think that's a very interesting trade here. It's just like another major I would kind of see that as although it has some exposure, a bit more exposure to like the broader stock market. It feels like and maybe like broader crypto stocks. But I do like that one. It's a little bit a little bit weak for last two sessions and I've been buying it basically all the way down just because I think the V revenue is kind of crazy and kind of got a pay attention to it.

8:40And then on the short side, I think there's some trash rallying and I would be I think there's still some stuff that I would like. I don't really love. I don't think it's now time to get short crypto yet. Let me put it this way. But I do think we're getting close to some very good shorts in interaction basically. All right. I'd love to hear that. So let's have a look. Let's have a look around the horn. Bitcoin had quite a push up this morning to 70 almost 80,000. Still a range bound here. It looks like it could resolve higher. Do you think we could break out of this range here or do you think this range is going to keep playing out this new range seems to be like 7682 here. I think we're going to stand this range at least in FOMC. So I was at again. That's Wednesday. We've got like we're going to stand this the range bound

9:47area. Although I think you can still have runners. There's always runners. And on chain still feels particularly. Yeah. On chain still feels particularly hot. So like you can get there. It takes some money with the right calls. It feels like. I'm a little bit wary of a few points. On the on chain method. Like I think people are annualizing fees on a few different things. And I'm not too sure about the validity of some of the fees. I'm not too sure about how long some of the methods last. So I would still be wary about that. There's a lot of like this is going to go to like we're going to annualize this for two years. And this looks cheap because they've got a buyback coming. That's pretty much the story of every major runner on chain at the moment. It started with ponds and it's moved down to stonks. It's moved down to it's moved down to like was when yesterday fall something

10:52or style thought yeah that one like I think that this method will stay with us. I don't know if it's like the strongest. But I and I'd be a little bit wary of fake figures. I've been looking a lot of stuff and I'm just not too sure about the biggest myself. So like I do own stonk actually though. I do think that one one story that I think the Salana team need to make work is stonk. But I do think pump is going to come out with stock. So you've probably got like a wick or two to get in. That happens. And I actually like pump. I think pump is going to I think a lot of people gave up and pump at the wrong time. Like yeah it looks to me one of the strongest coins after that

11:52retest of the of the FDB level. If out of the coins I mentioned before pump has three out of the four buy signals on my phone for all these stuff. It just looks like it's about to get fourth. So oh like a strong that would be the other the other one. I do think that the ceiling is somewhat not taken out of it. But I don't it doesn't feel like the other coins where people are saying like this could be a 10x. People are like this could be like a 2x you know what I mean because there's so many revenue meta coins at the moment but it does seem strong. It does seem strong. What's that pattern I'm spying here? Is that a is that a see I knew you cross it. Is that a one year cup and handle forming? One year cup and handle that just bounced off IPO price seems like a significant level to I mean dude it's crazy though let's talk about this for a second to mention it Tyler like it's actually insane how bearish people got I just a retest of I see all price. Yeah everyone was dancing on pumps grave and I'm not just saying that because they're

12:55our sponsors they were actually we were we've been both posting in both talking pump fun all three of us on the show for the last 12 months actually way before that and it's probably a reason why we started them but it's it's it's it's just been one of the best revenue generating coins and all the crypto alongside hyper liquid. I think people fall victim to straight line bias. I do it a lot myself and I think they see the Robin Hood chain market share like this is just going to keep going up in history of line right and it doesn't work that way. It looks great and now I can if you look at the data Robin Hood chain took a huge chunk of the market share and now actually Salona's back in the lead for like what the trade with the social apps what tokens are driving most of all I miss back to Salona it's close like Robin chain sales a huge chunk so don't get me wrong it's not like they're going to zero either and pump revenues back up to the next all off the bottom yeah and they're still neck and neck with hyper liquid. By the way it was just lower a little bit because like stonk and like the other ones took some some some attention away from it. A pump fun is still

13:56the biggest meme coin factory in crypto and it's been quite well so I was a little surprised by I mean I guess I'm not that surprised but I find it interesting they didn't bid that point of four because I have a lot of different positions on but I like it here the mandal's fourth indicator is about to pop off. Yeah well also so one thing I actually haven't traded that well over the last over the last month or so like one thing about the way that I traded it's less it's less market dependent but it is vol dependent and the volatility has gone up incredible amounts in in crypto over this last month and I think people are forgetting that like a coin like let's say BBV it's at 26 and like I think people are still predicting you know last month's volatility like

14:57it was at 18 yesterday like it could just go back to 18 tomorrow and I think you have to realize that the volatility of trend is much higher so pump fun went from 1.5 to 5 5.5 it's not that crazy for it to go down to four just from a technical perspective but people give up completely and that's what I'm kind of looking for in a lot of these at the moment it's like a one with high volatility where the belief has kind of gone I think hyper it is another one it's kind of did that yesterday like it went from 89 and all time high all the way down to 82 or 81 even 81 and a half no one touch it and now it looks like it's to me like it's about to go up and it probably go up to 100 and and so and I was buying it yesterday in in in size of that sort of level because I was like right this is still hasn't broken down on four of my four biosecose if it broken down through the fourth the longer term ones I would have cut it which was which was to be clear at the if it closed a daily below 81.5 and it bounced there and and then now I look at that and go like that's

16:05kind of a puff that's exactly what you want to see well this is vertical accumulation right well you want to see like oh my god it's going lower this isn't a coin to own and then suddenly it's back at 86 people like fuck this thing could go Zcash did it yesterday as well Zcash made it down to 1120 it was over yesterday for Zcash as well right exactly and I think you can you do me I think I think yeah you can you there's moments in each day and each week where you can buy those coins where everyone kind of gives up and pump pump I agree like the thesis is slightly changed because the revenue method has been so strong and they haven't necessarily been the strongest like adjusting or like they weren't where the majority of the actions happening but but I think there's going to be a few more of these like even hood right now it's a perfect example like hood so we've got four of my four biosecose it it closes the daily below 112 it

17:06would not be but I think that thing can go up to extraordinary levels if they do a billion to two billion of of B revenue basically so yeah that other coins I'm really trying to like layer into and yeah and I think there's some really good stories and outside of coins I mean you were we were beginning about this we talked about it on the show a few days ago hood right I mean we're going to get into the annualized meme here but that's a little different than annualizing the that the 20th launch pad on on on on chain so you're you're taking a position and hood it seems I think hood as a major is a good major like you've got to think about it like a one like almost like a hype or a or a e-throw bit coin like it probably moves similar amounts of volatility it's a hundred billion dollar coin right but I think it's going to be tough for me to imagine that that Robin Hood fee revenue slows down materially by the end of Q3 which is the end of this month

18:11and I think they are going to essentially and their numbers are in a month and a half I think they are going to basically smash those out of the park and I don't think people I don't think I don't don't think traffic is like picking up on it I've started like you started to see some re-rates people saying like oh it's a buy rating looking at the we feel this like we are actually in a better spot than most people to like feel this and I do think that that one's um that one's just like a very obvious story to me if you want to talk about being early like when the advantage of being here and grinding the trenches is like we've literally seen Robin Hood change birth the first absolutely two months right they did 20 the chain did 21 million revenue last seven days that's a billion dollars annualized and of course it's early to annualize but whatever you can paint that story at least now you've got a new product line with the billion in revenue uh which this year homes are going to like it's basically unchanged over two months like it was trading at

19:15one oh one oh five in June it in fact it was trading at one uh five in here in July so you look at that and go like well somebody's missing something yeah like uh that that is a huge increase in revenue if that happens so yeah in bullish on that okay for me we pull back to a few more all so like we didn't talk about near oh man I think you listed it off man that was one that was on your list but I don't know that we pulled it up let's pull it up because your boy this is my bags as well so we can spend the next 20 minutes on it if you want yeah but I did text man this morning because I was like mandal like Zeke and Zeke and oh wow okay nice Zeke and Vivier moving it's AI's privacy so I spent directly obviously my car and like man what do you think about me taking a trade here and he was like well that's I like it a lot so took that this is looking great what do you think they do the shield of swaps right they also have a time to BBV

20:15I couldn't remember I thought I'm ahead maybe they don't um I think it looks like I mean you're kind of catching a potential rally off the bottom right and it's really yeah but no one's really talking about that much yet and can you zoom out like what where is it even just back to highs so the last highs before that the Arthur Hayes obliteration was $3 right I think mandal you had a four point something dollar target back then but then we got the the infamous article and an eight dollar target but it's it's tough because I mean that's an old coin right like you want to talk high's eyes means $20 coin but see Karen this is a sort of but this forget that this is a sort of coin where I think people are believing um what I would say is it's tied to two of the strongest runners at the moment which is VVV yeah and Z cash um and legitimately it is kind of the only way you buy Z cash a lot of people

21:16don't even have a body cash so like if you're gonna buy Z cash this is kind of one of the only ways and all the privacy that VVV uses is basically wrapped around near his privacy protocol like so yeah so you have a sort of like thesis it where kind of could do you could be bullish on it for both and it has a chart like that yeah um I think people can believe in that one but the actual I looked at near intense and their fee volume it really hasn't gone up like an insane amount like it's not if you do it on a revenue multiple I don't think it is as crazy but if you do it on this is decentralized privacy the protocol which is behind all that I think it's a very strong so yeah I'm bullish I'm bullish on near I have a position in near as of to be honest I hadn't really fucked around with it um below two and then when it went above 2.1 it got four out

22:19of four of my buy signals and I kind of they all did at the same time though all those three basically did VVV basically was hanging out at all time highs around 18 near suddenly went to 2.1 2.2 I think I got in at 2.2 3 or something like that and and Z cash obviously it's been strong the whole time so um but out of the three near is actually my biggest position is it because it hasn't broken out yet or what's the reason no I bought VVV yesterday more with the best basic things E piece so yeah that was a great piece or more like 20 and then I sold some before I went to bed so it was trading like 24 and a half so I've missed like it rallied against since then I still have some but I swapped it into near basically at that time because when you were spending at 2.35 and I was like I think this one just has a bit of um there's more upside yeah just has a bit more upside but like

23:22so my biggest position is just to go down is hood then it then it is um then it is hype then it is near then it is Z cash then it is VVV that that's my biggest position okay um you don't have any of our meme coin bags no C cat no no no no I own 300 care stock oh forgot about that one so that's in the side side wall yeah I mean Tyler that's just like the I just think that that one could double but like yeah so I was like I should yeah and I to be fair I told Tyler this is not like so we band it fuck it's a band talking about stock I think I could double this week I'm gonna keep doing it a day in revenue I think it will double this week I'm gonna look at the fumble car I'm cheekily short ponds as well oh well so you know I I exited that position by the way fully uh it's been down all he says I think is he gonna say it are you gonna say it Tyler let me

24:30let me discover first principles what was the last run of you so imponds I came in name one right and yet they're doing the highest possible volume fees they've ever done and all the fees come from the bonding curve bit of them um and the like that initial pool which they own 100% the fees uh yeah I think you have the right read I think there is exhaustion right now and like everything that can be done has been done and like people are like I feel myself like we're tired of chasing the new pairs that drop right like let's let's take a pause let's look at something as established so let's ride some momentum up um and like I'm not like bearish long term ponds but it just went from 13 cents to 95 cents I just don't believe the numbers I'm a bit more first principle on this uh I think if you were to do so I started looking through it and I was I actually didn't know I'm not big it on

25:31on the um but like I watched an interview with the founder of long and honestly I was like oh hold on I thought all the the stock memes were from ponds and that started doing that since like what are the runners of ponds and it's humcat and orb came up with the top ones but they they always knew always from yesterday yeah like yeah always yesterday and humcat was it 30 so then I was like so what is going on here like where's all this volume coming from and then I kind of brought up bottled it this morning and I was just like something's not right here um and then when in my research last night I did come across something called the ponds files dot com um where if you go to it ponds files dot com someone did a research report basically which is AI slot but um I rather you open it if it's AI slot but let you know no no no it's worth it's worth it you want me to open it yeah yeah it's not like it's a kind of cozy or is it not

26:33are you are you a loracle at oh how was it loracle pay you in pes tokens for this no one paid me for this and I I flagged this to osf and he's done what he wanted to do as well but um I just don't think these don't make sense to me and that is someone I'm not trying to come here with some massive agenda I just do not think the numbers make sense because I don't see any runners and no one can tell me that there's any runners yet they are doing more fees than they've ever done yeah so like either they've got to have a hunt like you could say that and people have said this about pump right but pump had multiple billion dollar ones or ponds like pump has a ton of we had far coin we had we're even about 100 we've been about 100 we had far coin peanut go even has some come close pop cat went and you whatever yeah the the ball thingy like

27:36and I do think that large amounts of d5 volume are fake like across all protocols of course I think I think even hyperliquid probably and and with many others they are probably they're probably fake volumes in them but this one feels particularly let's believe a volume a revenue figure and I'm just not sure where it's coming from that haven't looked at it from first principles like that's my initial fact was that where's the volume coming from then no one could tell me where it's coming from oh it's coming from new pairs but like who the fuck's trading new pairs on ponds does anyone showed you a new pair on ponds yeah people are showing me stonk coins and being like hey by this like all they're showing me long coins and being like hey this is like this go to like a hundred I don't remember last time someone showed me it's the ponds coin something yeah I mean they cooked though let me tell you that oh I mean there was the coin is very high and like when you start saying this sort of stuff obviously it's yeah it can be taken badly but like

28:38I think someone's got to prove where this for volumes let me someone's got to prove to me where this volume's coming from and this revenue's coming from before I before I really believe that story as much if it was coming from the stock memes I think I believe it because I see genuinely huge volume going through those and you know AI went to a hundred but AI went to 250 boner went to 70 this a meme calling went to 150 like and it feels like people are trying to do stuff on that like it feels like it but I don't think any of them have coins right I don't think long has it coin no long long fees go back to buying memes mostly AI which is why AI in the video went so the long fees actually go back to buy it because system tokens mostly AI which is which is what we missed like AI was kind of the infrastructure play of long the the organization the the launch pad but long coins by only probably I said yes you don't do I have any volume but

29:42maybe that'll change it's been very stale across the board in general with these volumes I mean how much of the yeah anyways so there's that there's Mendel's beer various teases uh and ponds so there's that I mean what else what else is going down Tyler what also should we talk about this laptop token stuff Mendo have you have you long laptop with your entire port I mean what was that boys this morning I don't know what they like botched the launch but it debuted at 200 billion I don't know they hired I don't understand what my down make this thing um and then all of the substect subscribers they got their air drops right away and their air drops were worth a lot like 400,000 there was no liquidity though right I'm that they're selling it but there's like there's documents like I haven't done like forensics on this

30:45but I saw the tweets going around that like sub-stack people are are claiming their 8,000 tokens and their sell them and some of them got like 400k out and yeah I don't I don't know but I think I love how this played out because I don't like it opened so high so fast that I don't think anyone really tried to play it like I don't know I didn't I haven't long through the social I haven't gone through the social nobody I know tried I don't know a single person who tried this nobody I know so I don't think the trenches got rinsed the trenches got rinsed harder on the the extraction from last Thursday or Friday night yeah the slink one slink slink was worse for the trenches than then then that's very good yeah um and I think they're I think the trenches are going to be just fine now we we've got clear skies till Friday so two days that's like two weeks in normal relative time so we'll see how CPI comes in I don't think see guys probably gonna stop it so it's almost more

31:50like we've got perhaps a week till I phone see now yeah but hopefully this is the last time we we talk about Hunter Biden and laptop on the show how did arrow this arrow had pumped pretty hard on this news oh let's actually check this down 8% yeah so it's it's giving it back I mean that is arguably one of the worst launches ever and the fact that he said that this was like to make up for people who got wrecked on Trump is funny because way more people probably got wrecked on this one or at least less people made money out here so it's um it's uh yeah it's pretty funny I don't like to come on here in this bash base but like Robin Hood comes out like literally does everything right fantastic chain debut glad to have leaning in saying all the right things what's base's response we're gonna we're gonna rally behind the Hunter Biden laptop token here you go and now it's just a laughing stock oh the base really right like Kobe has been

32:51pretty vocal against it I mean of course for respect to Kobe but I feel like people associate base with this it's on base right yeah it is on base um it's pretty yeah it's pretty bad I have to say it's pretty fucking bad it's funny because I don't know about you guys but my grog here says laptop meme coin crashes hard on Solano but this coin has nothing to do with Solano it's a base point now yeah yeah it's on base but this is what grog is giving me here I mean the Solano account chirping it was pretty fine did you pass the IQ test yeah I mean in turn it's a uh uh five dollar is um the uh the other coin it's done pretty well guys wherever you wise it was a coin that you have been playing before Tyel um and oh have you seen radium radium has been doing radium attached to stonk right exactly yes it is in retrospect I mean I mean you're gonna zoom out zooming out is stupid in here because obviously no coins are good zoomed out but that's pretty well for those as well on the revenue meta there's one way to play

33:57it and then if you don't like radium you can always play it's it's a little cat friend right cat like I said with all of these I think you have to take the the revenue and the volume with like a pinch of salt I don't even know if stonk right like like I just think that we need to be there's a lot of annualization of stuff and like radium I remember being annualized radium trades as well but like uh these sort of one week this is gonna last forever uh defy coins I think I think this is uh they're difficult they're difficult ones right I think there's a few of them right now so there's uniswap there's radium there's um pawns there's there's stonk there is um there's that Binance one and for all of them I just like I just remember this with vvv and like all the it be it like the uh expectation that this will last forever and I'm not even too sure about the quality of all of all of volume like how many stock means can we really come up with

34:57let's say like yeah I agree with that so how many stocks are we honestly like there's a 500 shocked in the s and p like what are you gonna do I well person so the way I'm thinking about stock is a layer like day to day like hyper zoomed in um versus zooming out I think it's very hard to really project how long this all lasts I think we've already almost seen exhaustion on the stock pairs uh what's what worse stonk has gotten interesting is now stonk is like becoming known for like the crypto alt pairs so it's actually the like the tal pairs and the radiant pairs and the z-cash pair of course like that's actually what's been kind of running well on the platform and that's a little bit newer um so I think that could propel it for a few more days but I think it is a fair question to ask like what are we gonna be trading on stonk in two weeks because I think a lot of foundation wanted to succeed right like there's there's that of course but like I do just really wonder about it

36:03yeah but in their defense they've been rapidly deading and pushing updates and and rolling out new new pairs they've got currencies leverage I'm seeing now you know they did Pokemon collectibles so perhaps they'll be able to to keep it going oh yeah yeah yeah yeah yeah yeah yeah okay great this is her can be a pimple one very painful one it's rapidly going to all time highs by the way I know I have the I have in front of me that fumble card open so it's it's refreshingly minute so I fumbled $531,000 so far well we can count like that but it's painful like the show had it first looked a lot of the innovation like what do you think comes like we had this already with like sets and like the gold like they could do commodities I thought they could do it in like like Korean and Chinese equities next yeah and that'd be great yeah I just I do wonder like where I do think one of these

37:09could go really high that's the other thing that could happen like if if AMC or or that was what we should like all the hymns one or there's pre pre pre IPR and thropic I saw like one of those could go really hot and and then I think the fee argument kind of sustains but like the new the new generation bit is the one I kind of wonder where does this go I think that's fair I think what's still people are still like the newer concept that folks are still wrapping their heads around as this yield component so there's like buying these tokens for the meme and for the pair but there's also now this growing like analysis that's being applied to how long you need to hold to get your buy-in back because these are 3% tax tokens but actually they're they've filled up that around to being called reward tokens so you're getting you know x% of the volume paid back to you every day so like from my ZCash position I've already got like

38:164,000 more in ZC so can you add to me a little bit so like does is there some sort of like shared ownership of the base pair so like if it's paired against if it's paid pair to get AI for example like does this is some sort of pooled amount of imbidia that also gets kept or is it all distributed is basically what I was trying to get at because that that I quite like because then you have like a constant supporting like value almost to it I'm a little less familiar with with the long tokens on stock is just it's taxing in the volume you get like expression paid back so I think people will always like that because like it's as volume you always get it I thought it might be nicer if there was like almost like a you know if there's almost like a pool of imbidia they owned at the end as well you know and like that was like a pooled amount that always sustained the value almost

39:20because I like that as like a concept but yeah like we need to see the next leg of this I think I think I think Vlab will probably push this like he needs to keep the rep revenue high absolutely so like he will he will probably end up putting out a piece or I you know I've been really surprised genuinely if there hasn't been a Robin Hood stock pair that he has pushed himself like that would be the obvious one for me when I was looking through it because it was like because they are locking to find pool that the goal right okay so that's what I thought it was when I saw it like because I want to say boardsit so I think the long pairs they keep some in the pool so like I think I prefer the long ones because of that just because of that mechanism but then but then the you know if he comes down says look we're going to do a hood stock me

40:21that probably goes to like 500 million a billion right he sure can they can they support that legally like on the I mean they've promoted for everyone else and then they'll do themselves this is what I was trying to get it yeah he's been he's been very vocal about this like they literally like came the legal came after the CEO of BMC and were like pretty much laughing at him okay so do it yourself yeah this is true if you believe it they do it yourself they're definitely not going to let's along get the cake right so like and that the hood one if they do it I think you go really high because and particularly if they did it alongside long long is the one on hood right where they do this yes then I think it's like a really interesting thesis and that that to me if he comes out with one is like a you know it would it would clear out all the others because everyone would know that he would be behind it pushing it and there'd be like a really interesting like okay what all the CEOs gonna do here if he thinks he could do it himself so

41:23that's our next Trump trade is the Vlad hood yeah Vlad is not zero I mean I think it's low likelihood for like the next few weeks I mean the higher stonk goes the more they want to do that right probably so I think some breadcrumbs to watch like what's going to be their next list right are they going to drop are they going to list AI well that's probably having confused about because they've only listed cashcats so far and nothing else that definitely lists the meme coin one right for sure he's followed it like you think it's your BMC I think that would be the the real like we're coming for it so I think that would be the obvious one it's not just like I know I know like that one's also well supported by influencers but like it is the obvious one to list yeah I agree let's have a look then a meme coin it's a 85 million dollars so it's back down the thing with

42:30these coins they have unlimited sellers but I was looking at all of them this morning it keeps selling off every time this any pump it's three so far that gives you so much telling by the way guys just to be clear it's fun it's good to sell these are just like the nasty as charge these aren't fun just look at this the border trust the same if you missed that single wick what what do you meant to do right like they're impossible to chase I mean maybe build a position on spot here I always prefer the border one but even that like look here I'll show you the chart it's the same exact thing owner's been a rough hold I keep getting in now that it's the exact same thing if you're not selling every pump then you're just getting caught holding the bag here we can have a look at the AI one yeah we don't really look at AI as much on this we guys start paying more attention to it yeah we don't definitely back by is here we should pay more attention AI artificial in it what's so

43:34$235 million dollars that's really strong you do need that one to go much higher from meme coin to go higher right you think that this would be the first listing mandal though because that is like the one that all the fees go back to or 80% or something around the chat right now and it's the leader of their long coins she's in kind of sideways it's crazy on fast one up yeah or ponds right ponds is still probably the favorite to get the next listing it's I thought so as well yeah I think it's ponds and AI I think they would they perhaps would be both together and then it would level up and then I think owner probably does too yeah that's just straight sideways that is it I own boner at one point but but yeah it does feel there's just so much UP now in these names that like it's not just that they're terrible charts that you have to you have to like respect how much of people are up and be wary of it in my opinion

44:35I think in general across what phoenix always telling me that there's disgusting amounts of UP now there's that thing the other day which like compared the highest accounts on phoenix versus the actual they're realized and they're unrealized pnl and like most of the top have got flat or negative realized pnl and they've got 10 15 million or like five to 15 million dollars only if you actually look at the top realize pnl it's like frank it's like frank and like like a couple of others like the the realized pnl on that app is is incredibly very low yeah so just please like I put out that tweet even yesterday which is talking about my experience when yes it was the AI mess I like I had the most disgusting amount of up to now and I thought everything was going to 5x I'm telling you right now I don't think half of these revenue numbers are real and I don't see us going past 500 stocks that we can do stock means on so like oh believe a little less I think

45:38in in some of these stories and like make sure you've got your bag make sure take your shackles we are talking about 100 x's in so many of these coins over the last I think it's been it's been a little easier to bid some of the leading odds lately I'm back to like I had emptied the hyperliquid account most I emptied most of it to move on chain which is what I'm good at I did well and then I felt froth on chain but the alter moving and majors are looking good so I moved back on hyperliquid and that's why I longed VVN in near it felt more comfortable I feel more comfortable again longing those than than having more more of the on chain bags because I'm just scared that people are just gonna like you know I would say on chain actually feels slightly better than most ults there's a few ults that feel really good so it's like still it's six five years I said this to throw what was it we were talking about we're talking about a coin and he was like but it's at all all time high why would I ever sell I was like well that is the time to sell we were talking about ponds actually yeah we maybe yeah I think we were but you were

46:39talking about cash cash cash you had two huge positions and you were like like why would I ever sell well you don't want to sell when it drops 40% like trust me that feeling of selling when it's down 40% sucks and there goes down 50% so like if someone gets all time high it's take some off the table you I think we sold half of your cash cash position after we spoke and it has been down only since yeah thankfully it sold like 262 or something yeah I bought some back last night for a trade at 180 so where it's at now yeah but that's about it I kind of like the fact that people want to find Laura Cole but it's just it's weird it's just big time 4% of the supply oh wow I can show you guys so there's this guy all-time chain he he put a lot of money in the pool to support that so he put like 1.2 million odd position in the pool and he shared the cash

47:41cat short but I'll find it for you guys but he uh I think Laura Cole is short 2.5% of ponds and 4% total of cash cat now so it's pretty crazy if you ask me I don't know what happens there but usually there you go usually these these kind of end bad for the for the oh there you go so he's short he's up a million dollars and he's short 36 million cash cat that's 3.6% and he's up 1.6 million now on the ponds short he was down like a lot but no sorry he's down 1.6 million but he is short about 20 million 27 million he's down on the ponds short yeah he's down 1.6 but he was down like 70 million he was down a lot so bad that he he launched his own launch back yeah he's down 1.6 million dollars but didn't he like what is Laura's history because I've heard he was he he was like built he's a builder before right he made his money on the on the on the height

48:44air drop and made like a lot of milk but didn't he like create something as well I have no idea but he created pez which was meant to like vampire ponds and then it worked out yeah okay um and he that's it I don't know I prefer being a cash cat here versus ponds for example because it's the only one listed on Robin Hood and it's more in play rather than all the stock things whatever but that's it I'm not really big in it it's no longer one of my top positions so I'm much rather being too thinnier here than than those for the time being so that's why I'm looking at anyways yeah like that those three feel like the strongest to me I know the revenue matter in general I just think that I mean we were all in pump right and it was like it felt like fucking yeah it was gonna go to 15 just um and then suddenly oh is it gonna

49:46go to 15 um I just just see a lot of up you know that's basically what I'm saying and this is someone I've had like the last week has been very good for me again like I'm not saying I've crushed this cycle but um this this 30 days like I probably in the bottom I don't know 40 percent um but uh but I do think without being bitter I don't know what the next leg is for some of these I mean I just don't know about the figures I think it's good advice and for anyone who has the P&Ls like I think it's much more likely that we know the the all the crypto allts that are going to be the cycle plays that you have a real shot to three to five X over two years um versus like will these on chain meta's last mm-hmm and I hope that they do and I'm positioned for them if they do as well um but what you don't want is to have been a one month meta you're on trip at all

50:50right so you gotta you gotta pay attention to that yeah um before maybe we go through some BSC we got a few minutes left we haven't really talked BSC today there's some big news yeah and you like it is getting spot listing on Binance I'm not too sure when uh it is at life I don't know maybe it is I didn't pay attention I'm holding spot there I'm down a bit but I it just it went it went way to 140 then which is like down to 92 mil for me like I think this is just such an easy buy like if you can get dips on this and just wait for it to 10 X um we don't have any billion arc points Mars coin only topped at 190 and went down 50 percent is probably also a buy for what it's worth but Binance is clear here to play the game our four-star coding for me Esther is doing okay it's a 52 million dollars so Binance right now is really going all in and I've been seeing this for weeks I was like they're not just gonna sit still and wait they've got that other pushing the someone they they placed the president in charge BBBBC4BNC sorry BNC BCN anyways so they've placed that they listed that that four-star meme that we bought yesterday that

51:52on alpha like within a day that's that's helping you know buy this this this uh this that they've listed new lie Mars coin you know there's gonna they're gonna list more tokens so by Binance is Binance is active again you know they're the the the posting stats that they're beating Robin Hood and Solana on the RWA narrative like they're not just to still if this company crypto into nothing so it's uh I I like to have my my my my my shackles and like my bags a little bit everything so I've got my cash cat I've got my new lie and uh and then the rest you know we'll see how it plays out but we're yet to see meme go to billion unless it doesn't happen to cycle boys but I have a hard time leaving it so we're early we are we're early or it's never happened we're early or it's not a meme you know to to billion cycle I don't know um what do you think man we're getting a billion dollar cycle of toe meme coins is cycle or what like so far we're not getting any I do think one of the stock memes you'll go to billion yeah I think that is the new thing new coins buy new coins I do think

52:55one of them will go um I like the like as we just spoke about I think I like the long coins the most just from the analysis of how they have a pool um so I would maybe pick one of those I think they did the the Z cat thing as well right Zekia Zika was Solana it's not stock stock yeah that's why rib stock that's why stock one crazy other day like the reason why start when ballistic was 100% Z cat related hmm well I do think one of those can can run and I always just say it's probably the Robin Hood one like Robin Hood have got to do a sponsored version of one of these like and whether he decides that's going to be MC is like his one or it's going to be something else I think he's going to be the person so he's following the MC one right that's possible but that's like kind of a negative story right I feel like it's it's cleaner if he just does it with hood it would be I think it would be the best if he could he does the hood one I think it goes

53:59with it because he will list it the list it it will be like and it will make hood like you know get the trenches back on side like I think it would be like a real story there's clearly something brewing over in the Robin Hood side because they've not done anything since they listed cash cat except tweet a lot tweet a lot which is great which is great he's clapping back at EMC he's following the meme coin thing so this is great by the way but I'm just saying like they haven't done anything more than tweet also like let's be honest I don't think they expected they probably expected something big but they didn't expect this to be like this massive right at least I think I speak there are expectations yeah that's fair to say fast score change so yeah anyway sorry it's a soap when Eric Trump tweeted Hunter she'll go back to painting it's fucking funny anyways I think we've gone around the horn pretty well right yeah we covered it champions league back on tire mando you guys gonna see some good volume on

55:03eat how's he going fantastic he's going great how's actually jenny what how's it going with like the bull market back like our people gambling more gambling less like are they you know it's been weird our volume has basically been flat since June so we do roughly around 250 to 300 million of volume since June what we have had is a number of people on the site it's gone up a lot bar that's good but I think some of the whales are like on chain again yeah that's it what we've taken to find is that people are like the natural progression of the business has gone up but our volumes kind of gone up is went up and then sideways from June so our highest month was July sorry was June but that was also the woke up so it was difficult to work out yeah sure like what that was and obviously now we have to start the NFL season um a couple of other things so like I don't know like maybe maybe it will come back uh but it definitely um has an increase with the amount yeah going on which I think makes sense it makes perfect sense you look at all of these things like

56:07there was that thing yesterday it's like phomo like only 5% of wallets are making money like yeah I think we've done this before like ye something like 30% or 35% of the wallets on ye are up I've made way more money gambling than trading mean corn students um but it's right see with myself man though I'm I now load up like a little cheeky thousand dollars here and there instead of loading up five thousand dollars on my eat for example you know what I mean yeah yeah there was obviously a skill I'm not saying there's no skill to mean corn trading but like for the vast majority of people I think that you are you are the yields so to speak you're right so you've got to work out uh if you do have that skill or not all right I love to see that I'm one of champions league games tonight excited I'll be betting are you you going yeah it's here supporting so so it should be fun anyways without being said we'll see you all tomorrow morning 10 am eastern stand time fellow episode of

57:08firmware on the clip please add one have a good one and be careful and the trenches and so