$BTC Rebounds, $PONS Hits $400M & Whales Return to the Trenches.

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 lead 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. GM everyone, and welcome to another episode of FOMO Hour 2.

2:04Today is Thursday, September 3, 2026, folks. Crypto majors are rallying and shaking off the wrecked timber vibes already. Alts are looking primed. Robinhood chain leaders, well, they are sending, are we in store? Or a big weekend? We're going to talk about it on today's show. I'm Tyler De. We've also got Baroque in the house. Baroque? GM, how you doing? What's up? What's up? What a day. Wow, I hope you guys enjoyed the bear market of September 1st to maybe half of September 2nd. September 2 and a half, let's say maybe. I don't know. I hope you all enjoyed it because we're back, baby. And bears are not going to get what they're trying to get. Not going to lie that they had us for the first half of September 1st and said that's all we're going to give these nasty bears in September 26. So things have reversed quite quickly and since it's been never really dipped that much,

3:09but anyone who's trading on chain their sentiment is doing just fine right now. And also hoodstock starting to perhaps catch a little bit of momentum from what's happening on chain. Bigger players starting to notice that hey, maybe making $4 million a day and accelerating fees from their new chain means something for their stock. We'll see. We'll talk about it on today's show. So what are we going to talk about? We're going to go through, from Tomatius rebounding here. We've got a big jobs report tomorrow. That's the next macro overhang to watch. One of our quants, thanks. If that is decent, we are primed for a risk on next few months. So let's hope that plays out. I will go through some of the flows. A billion dollars in his table coin printed on finance last month. That feels significant. We're going to take a look at some of the all that look absolutely primed. Some nice rebounds on pump lit.

4:10Zeke will go through the list. We'll go through some of the Robinhood metrics they are leveling up. We'll talk Ponds breaking into the top 100. Everything else is happening on chain top movers. And then I want to spend a little time. Some whales are coming back. You may not even heard from some of these fellows. In months, not she, Darin, coming back and calling out their tokens. And guess what? If you've been playing on chain, you probably have some of their bags. We will go through that plus a lot more. Before we get started, folks, this show is 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 seconds trade internet trends only on pump. I think the phone will have our voice. We've been having some fun. Oh, shit. We are. These past week and a half. It's great. I love it. I love everything about it. Is it me or is it really started to pick up some c-my?

5:10I was saying this to the chat before we came on. Maybe we may as well talk about it for a second here. We were talking about pump fund. Because you went to like 6,000 something followers. But you're like, we like you make a mega mega mega active. I mean, this is proof that if you're actually ultra active, this works out. I'm not as active, but I'm cruising. I hit 10,000 followers. It's going up nicely for me. But I've seen an acceleration in growth and comments and stuff. And I think it's quite organic because I'm also gaining a lot of traction on X. Because I'll see our X accounts are linked to our pump fund accounts. So it looks like their efforts are like, it's working out. I think so. I attribute a lot of it to the call out fees. I think that that money is just too big to ignore. We don't know how long it's going to last. But I mean, you have folks like Eli, Eli only had, he like started pump account last week. He was doing giveaways to get to like 300 followers.

6:10What should do that? And he's made 15,000 call out fees in a week. The small folks have made way more than me. I've only made $2,000 as far in call out fees. And I have like, arguably more followers than anybody on the platform almost in terms of like X following. So I think that's a big part of the growth and the other aspect of it is the churches are hot. And I mean, there's a lot of like November of 2024 vibes. Or some of these new meme stock pairs, like you can hit 5Xs multiple times per day. Which appreciate these conditions folks because it's not always like this. Not always like this, but we're going to let the good times roll. That is the fact. Well, let's get into the show here. I'm going to do a screen share for those who are in the stream. We are alive on X and kick like we are every day. I feel free to retweet the stream. Let's get more folks in with us. We do our best to go through some of the comments live here as well. Bitcoin running up this morning up 2% 78.9. Well, it looks a lot better than 76.5.

7:11E thup 1% 24 30. B and B and XRP both up about 4% actually out, out pasting our other majors. Salona 2% 101 40. Our quant man though, we had this short on and it went 700. I wonder if he closed it. We'll have to try to check one or an update. hype up 1.6% 82 80. Zeke is going to make another run resistance. Folks, it's up 8.58 is today the day. We break that the ancient Chinese whales 8.88 barrier on this one. So let's take a look at some of the top all's ponds. Folks, ponds has broken into the coin market cap top 100 tokens. How about that? What around just a mediocre rise? These are real numbers, folks. It's up 20 X in 30 days. Oh, yeah. Just insane. You really just had to buy ponds and log off, but there's other things happening. They're up 35% 55 cents. They broke 400 million dollar mark cap.

8:11I just an incredible run. Arbitrome continues to steam on the back of Robynon chains up 19% 13 cents. Pancake swaps up 8% lit. Litz up 8% 392. Knocking on that $4 level. Jupiter's up 8% arrows up 7% Swes up 6% there's just there's some big hot moves. On the board. Well, let's take a look at broader markets quickly. Stocks are green. So everything was kind of flat pre market. But now, down to half a percent. Now, six up 0.6 ponds are falling. So that is probably driving a bit of this rally. Oil is higher. Oil is 91.70. So it's continuing to go up. Gold is rallying as well. So gold's up in line with Bitcoin back at 45. 10. We've got some comments out of Fed Governor Wallar says he's going to support holding rates steady at September meeting. That was that's probably helping

9:14with with markets here today. Yeah, as well. But yeah, it all seems like today is nice little green rally. But we've got this big payroll report tomorrow. I think we're rooting for soft jobs. Soft jobs we mean less chance for rate hike. It's complex. But that is the big piece of macro news that folks are waiting for here tomorrow. So I think that is a quick run down of markets. On big news, it was another lighter day of news. It kind of feels like this is Liberty Weekend. We're going to start getting an acceleration in the bigger crypto news into next week. But a few headlines. Crackup. It has delayed their IPO again to their parent payward. They are now looking at Q2, 2020, 7, at the latest. Maybe another fat ass raised in. Just keeping it private. Maybe IPO in higher.

10:16And that probably, like these guys are smart. That probably mean they expect Q2, 27. Because you don't IPO on this. You're like in like these IPOs need to be done like a big bull markets. This is exciting. Like we have months of fun. Like they're not going to IPO when they think it's going to be a bear. You know? I do respect that IPO and doing euphoria. I think that's the right read. I'm just skimming through this. So they're they're they're while the headline. Well, while you could interpret that this is a delay because of market conditions. No one actually said that. But I mean, kind of read between the lines. So they're thinking we're going to be in a better spot. Q2, 2020, 7, which does give us a nice bit of runway, as you said. So I thought that was notable. We had fun. And then finally the strategy CEO come out and defend their trades of how they sold Bitcoin at 60K and bought it back at 80K saying it was the right decision at the right time.

11:19I mean, kind of it's easy to dunk on them right. But at the same time, like the market has responded that yeah, that was the right decision. I mean, Bitcoin's up. MicroStraight is up. Stretches up. So the reality is. They did put a bomb in those assets. At least as since they control, there's more, you know, players involved in the Bitcoin trade, of course. But thought that was someone interesting. And then some interesting is we look at Bitcoin glass node. Saying that they think 83K to 86K is the resistance. A lot of overhead supply pressure at that level. So if we break past that, then perhaps clear skies, but that's going to be a little bit trickier. Yeah, let's see what that's saying. Yeah, it was 86. So I the move to 90 something probably explosive if you break that right? Like you're probably going you're probably getting like a $5,000 candle once you break that.

12:23Clear skies. Yes. A head of that. Let's take a look at Bitcoin flows. We flipped back green yesterday, 100 million. Nice to see, but nothing, you know, too significant. ETH unfortunately broke. It's three-week and flow streak. 48 million outflows. So not too much. But that streak has ended. We can take a look at some of the charts here, Bitcoin. I mean, zoomed out. Chopping in the range, right? That's kind of what we're what we've been doing. Nice little rebound off 76.5. We've been here since August 21st, so two weeks. Kind of coming up on the top of the range. Looking for what is the spark that's going to kick us out of this. Maybe it's jobs before tomorrow, which would make for quite the. Wow. You can't. Oh, good man. Jesus. I'm looking myself right now. I didn't even look at Bitcoin, but I'm not looking at majors.

13:24I'm not opening trading view at all. Like I opened pop up literally 27 million times a day. Sam. I am curious. Bitcoin breaks 83. Goes to 90 in a week. Kind of like this last move. Does that halt on chain? Or does that just send everything up to the next level? Because like historically, right? Actively, the down the risk of stuff moves better when Bitcoin has gone higher, but is settling off. So perhaps that could be a pullback on some of our thing on our on chain darlings. But we'll find out perhaps soon. If I stick a look, same range, right? It jumped back on August 21st, hanging out 24th, 30. Nothing too significant. Salana back over 100, hanging out one in one 60.

14:24Hype grinding back up back at 83. It looks a little bit better. Of course, still one of the strongest majors out there. Pop, right? Pop had a very nice rebound off the IPO price. One of our quants, our rect quant Bernie. Had a liquidation level right at that. Oh my god. For a full chance of a cent. And if you zoom in on this, I get it came so so close. Wow. Right on four. One. So it was squeaky bum time for our good friend Bernie, but he survived at least another day. So it's still a downtrend. I think about there. We talked about it. We talked about bouncing off the pre-seal price at 40. It literally bounced on the like penny on 40. Talked about this, we telegraphed the trade. It's gonna go to a penny in its own time.

15:24All I see is the 10 month cup and handle. The big ass cup at five billion. And we handled down and it looks like maybe we're starting to bounce out. So nice little five percent. And basically it's a full 10 percent rebound off that bottom. So that was a big move. Lit is also making some really nice moves right now. And this one is just grinding higher by the day. It feels like something is happening with lit. Of course, like it's hyperliquid has also been having a great run. But let's put a couple of eight percent days back to back. Not going on that four dollar level. So it looks really good. Z, because I mentioned the beginning show 860. How about that? Making another run at the top of the resistance here. We've been here since August 22nd. So almost two weeks knocking on this level. Whenever we do break it, it's going to be fireworks. The migration again, it installs still right at the 87 percent.

16:25How's everything else doing? Let's see, BBB haven't checked in on in a bit. BBB hanging about at 1670. It was also a big run like pump, right? It just, just was insane. It's looking good. Near how's near done? Near's a 3 percent dog 92. I haven't checked at all. So Z is going crazy. Near, you should go as good with it. I think near long on the Z break out is not a bad shout. 192 is a great level. Near is still also good auto on in this coming goal. It's so hard with the rubber and hachinko and crazy. Everything's so hard right now. It is. It's like why so expensive all. It's so tough. When you can buy ponds, we're just making a million dollars a day with 80 percent buybacks and the chart looks like this. It's crazy, right? I think I'm starting to see people in my trading groups who are hitting scops on like,

17:29shit coins, microcaps. Instead of just keeping cash, they're putting in profits to ponds. Well, that's the stage of market, right? They're keeping in cash. Not good. Now keeping to ponds, whatever, but in into big corners, there are you. I mean, the majors or to the y'all, this is only USDC market in my opinion, right? Of course, you got to keep a little bag in case you want to trade a little bit. It's not, but people are not rotating back into USDC right now. I think. The daily is just, sir, like we're running out of adjectives to describe what the state is. We're not going to have to describe it. And it's crazy. We talk about the same thing. I haven't told you before. Are we going to come on and talk about the same thing again? Wow, we are. She's going on. It's like five million dollars a day in revenue. It's insane. It's absolutely insane. Yeah, I mean, I could pitch it in at 13 cents last Thursday and it's four four Xs from there. There you go. Like, let's say. It's going to have pullbacks at some point. But I mean, I don't know when those pullbacks are going to come.

18:33I'm chilling. We were just having this constant with OV in the chat about an hour or two ago. Convinces going to a couple of billion dollars here. Not rotating the winners. I'm not cutting the winners. I'm not touching it. And the children because the the fundamentals here, like this isn't a meme coin trade, right? So five hundred and forty four million day trading volume. That's new highs. One point one million a day. They revenue that's new to high eight hundred and eighty thousand to their buyback, which hasn't even gone in. So I think there's some other tweets out there with what they're holding in buyback reserves. They've burned one percent of the supply in the last four days, or they at least they've had enough fees to do that. It's hard to think. It's like it's hard project that's slowing down on all the charts and look like this. So this is Robin Hood chain decks. Why my tweet this out this morning? It had another high one point eight billion. This is not slow down. I mean the best proof of slow down go to trading here whatever you want right now and open the hood chart. Let's talk about that. Yeah, put up 12.

19:34We should get the eye for chart chart. It's insane. Pull up the I can send you a link if you want. But here I got it. Oops, that's not a chart. Oh, there we go with that. Yeah. Yeah. Yes. I have a great idea weekly. Whichever the same one of them is less candles exactly. Yeah, this is weekly. Yeah, you can leave it at that. Insane. Bounced right at the at the at the previous high, right, which was resistance on the left side of the chart. Right. So if that flip support to resistance, a resistance to support Ben 90% off the lows. Incredible. What do you think happens now? Blood ten is getting billions of dollar richer. All his investors are getting richer. The people are getting richer. Because people use Robin Hood everyday. They own hood stock. A lot of them are like, you know, hardlers, right? Everyone's getting richer. Why is that happening? This is 100% happening because and only because of the

20:34on chain stuff that's going on Robin Hood. Because people are seeing the revenue. They're piling it. Wall Street is probably seeing this. We've seen the 5 million headline. This headline, that headline. Yeah, I mean, and they're piling into hood stock, right? All the people that are not buying meme corns are crypto or buying hood stock. Because hood stock is the best thing to buy if you're not getting involved in crypto. Right? You're not buying it between Tf or the ETF here. If you want to get up, uh, uh, uh, upstanding Robin Hood chain. Buying hood. So what happens after this? Robin Hood sees the numbers. Do I keep pumping the ecosystem? Keep it crazy not to. And if you guys forgot, like Fern, who was deep in the crypto street. Yeah. It's filler like he's. As a big crypto roll over Robin Hood. So he's the head of the party. I think I, I Robin Hood. We were trying to talk to him too, but we did September 1st. He said cryptic tweet number one. Like, does some crazy shit coming up, dude? And he hasn't tweeted since.

21:34Your 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 10, that was someone ready to hand you money. That's why today's episode is brought to you by Quo. Spelled QUO. 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 lead 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 slash tech.

22:35That's QUO.com slash tech. He hasn't tweeted since that tweet, bro. They're pushing. If I'm Robin Hood, if I'm Robin Hood, I'm manufacturing a dose corner on my chain. Nine facturing is going to happen regardless, but I'm really helping it. If I'm Robin Hood, I want a $60 billion runner on my chain. I mean, not a billion, not fucking a little like a windpepper thing that goes up to five bill, wicks down, and then I plug. I want like a $50 billion token on my chain if I'm Robin Hood. You know what I mean? And I think I want to pair it with a stock. Because look at this chart, folks. If we talk about yesterday, we're going to keep talking about it. Total RWA value on Robin Hood chain is going up $15 million a day right now, $15 to $20 million. And this is driven by the meme trading. That's what's causing the market makers to bring these assets on chain. So they see that happening and they are incentivized for that to continue.

23:39Chain revenue, $4 million. It's 10th or number one, circle number two. Now Robin Hood chain is number three in revenue, pump at $5.1.8, just over a hype at $1.7, pons is $8.1.24, just an insane run. But I mean, if Robin Hood chain could be penciled in at $4 million a day in revenue, that's a billion dollars a year. Robin Hood stock trades at 50 ex earnings. So if you do some moon boy math, like what should be the market cap impact of a new product line, that's going to do a billion dollars a day in extra revenue. It's going to have an impact on the stock. I think we'll start to see that price then. I mean, it's really going higher. The fees are revenue. You're talking about whales coming in and we can also segue into this. The naches. Eric dude was like, I saw on some, I saw on some some like, yo, Eric, unblock me. Like all the teeth heads were hating on me last cycle for pushing memes. And now you guys are all doing it, which by the way, on some is right about that.

24:39But the point is that all these big teeth heads are not really all in on that. And I even saw someone else say, forget what it was, those tochi I think. Anyway, someone said, I'm seeing all the OG DeFi heads getting back into it. Thanks to Robin Hood. I'm getting excited again. Ethereum lost all its narrative, all its love, all the excitement. But the Ethereum people did not move to Solona. They don't like Solona. They don't like what it stands for. They don't like what's going on there. It's just completely different. And it's okay. Whatever. To each the zone, right? They love Robin Hood because Robin Hood is Ethereum. And Ethereum, it's Arbitrum. Arbitrum, Kudos to them. It's mega Ethereum aligned. Always has been. So this is like, really, this is a really big deal, bro. Like this is like, I'm getting like ETH 2015, ICO type fucking energy in this bitch. Yeah, I mean, for like the newcomers of the market, the eth whales are the real whales. We have the ethos are riches. And you got the ethos are riches.

25:40You know what I mean? And some of them are starting to play again. And they're now you're starting to get some like the yield farming apps and protocols are popping up. And I'm not going to name any things I haven't dug in. So be careful. But like there's new things for them to do because like there's a whole crop these eth whales who just do DeFi. Yeah. And DeFi summer too on Robin Hood chain, DeFi fall could certainly spark some attention and flow. So I think that's coming. You mentioned some whales coming back. That is we wanted to talk about it. So let's start with Nachy. Yeah, exactly. An earthy Asian and I was like, let's go. I'll also read through this. It's been a while since my last post. I thought there was asymmetric outside the hype. Still do these days. I'm going deep into Robin Hood chain back into my mean routes. I want to sell 4% of the supply go times from memes and speculation. I have returned crypto always looking for new games. Memes.com meta is the newest one given to us. Many are still stuck in bear market meme coin PTSD in our side.

26:42And I think that's very, very true. New DeFi games are brewing. TVL still seems low for a chain. I would agree with that. Bomo and pom making extremely easy. We ever talked about the social trading apps and how big of a game ginger that is. Maybe we'll go there a little bit. Millionaires made every single day. That's true. Bloods on a mission. Then he calls his shots. He's in Ponzei and Kashkot. So he's playing the leaders. Incredible bags by the way. That is. It really does feel like this is the Trinity. Like these have been anointed as the big three. Certainly, I mean, we'll see if newcomers can come into those ranks. And there's those folks who are going to be making their bets in the midterms. And I'm one of those folks, of course. Because it's still hard to get big bags of these three leaders up here. But it does feel like those are the leaders. And then Darren, good friend. I think he's a incredibly sharp guy. I've been around for a long, long time. He played an NFTs back in 2021.

27:44He played 2024. He means he's back. After just talking, he's only talked about stocks for at least a year. Not really talking about crypto at all. Which was the right call. Honestly, like, I mean, since October, there really hasn't been much to do. High level and he's back. He's looking at Robin Hood. He's calling it meme stocks for plumbers. Platform plays are AI and Ponze. Cycle meme boner. Hey, Hood meme attendees, beta thesis cats cannot be more aligned. I could not be more aligned in your absolute right. Your genius Darren, you know, he's got my platform meme, but token. He's got my cycle meme corn. My hood meme, I do believe it is cash cat. I know 10 years doing great. I do think cash cat sits there for now at least. Because it means listen to Robin Hood. It was the first one to start everything. And beta thesis gets. I'm all in with that. I'm not mad at it. But I think he's right. There's a reason why we picked those backs. So I know we have back bias, but also like,

28:45there's a reason I put on all those these bags. I mean, I don't think I'm stupid. I hope not. But I just, I mean, I hope not. Maybe I helped a bit. But I know it's right. And you know, it's funny because you know, usually consensus is not good. But there are times where consensus is right. And boom markets, it often tends to be, you know. And it's no more thanks. So here's the three leaders. So Pons again, 400 million AI dog. It rebounded 14% spec at 260 million cash cat. A choppin at 260. So those two are neck and neck right there. Then the next level down, there was some shake up. So index index surge is at 56. It's now in the number four boners at 55. What about 40 attendees is up and 30% 38. Wow. Her cats moving a bit here at 25. Nudes is sending up to 100% 16 million. There's some big newcomers out there. Prologue had a huge run all while it's at 10 million now.

29:46Pep Tide's had a huge day or quant Jeeps was all over this one. He had a nice little 3X on Pep Tide's hot dog. It was the runner of the day. Like we already seen this. But I guess this was a better version. It's paired with Costco stock. So hot dog ran to 5 million yesterday. That's 120X for folks who got it early. There's new runners every day. I really love that new one. I really like it. So Moo is the number three long XYZ coin. I really like it. It's probably long. Okay cool. You have it. It's probably long. This is everything stunk fun could I should have would have been. I'd have been on on on it's true, right? It's a it's a is a rubbing version. No. Similar. So they do have some of their own. I mean look at the size of the coins, bro. I mean, whatever that's 700 million. Put ADSI. But yeah, AI 260, boner 54, Moo 23, Space at 12, Pep Tide's newcomers at eight. I coins. Another one that's been running at three points.

30:47I think the 20th biggest is bigger than the biggest stock. And this is always I've been in the front. Like I love stock. It's one of my bigger holdings. It doesn't has any bigger runners. We have the right thesis, but it's in a different chain. Great. Right? Like if stunk fun was long and like our our is chain, it would be a hundred million dollars token. But if folks who aren't familiar, and we haven't gone deep into long XYZ or AI on the show, and that's kind of miss by me. I personally just didn't dig into it enough early on. And I miss some huge gains because of it. But a few of the things high level here. I thought this was a nice post by Graham. Launch mechanics. So you can't snipe the supply. They have like a first buy built in to stop snipers. So that's huge. I think that's that's been a known problem with the stock coins. Is that snipers have been pulling up way too much of the supply and killing everything. There's partly liquidity design where volume doesn't leave. It gets locked in the pool and vault. I would tell us things to become PVE.

31:48The pair becomes the infrastructure. Once a large enough percent token on stock, sits in the pair and starts functioning as a secondary market and sink for the stock. It's self. And then there's fees that go back into AI instead. So this is what people mean when they're saying it's an infrastructure play. New fees that are earned are all going back to AI as the as the top coin. So I really did not catch that. I thought it was mean play. I did not catch that. Yeah. Now we know. And as I'm trying to think about it. So like how does Robinhood chain play out? Like how does this pyramid grow? There's a lot of ways to play it. And there's newcomers every day. But like there's like the nudes and the hot dogs. I don't believe those are long xyz coins. Someone corrects me if I'm wrong. I mean, I don't see them on this board. But I mean, if you think AI is legit and here to stay. And this is a huge part of the meta.

32:50It's probably not a terrible idea to just focus on some of these. Because it gives you a more concrete subset to look at every day. Hey, my best of these. You're probably like 80% AI, 20% of the rest. Because I'm we we were talking about like yesterday. Got a little messy like it's kind of like a little bit of like Salona vibes creep and it is Robinhood chain where it's tons like every every 15 minutes. There's a new mean stock pair that's coming out. And it definitely is like the decreasing roller coaster loops right now. I'm a ceilings of all these new ones that are coming out. And it's fun like when you can catch the five xyz every day, it's fun. But eventually that stops and everyone's getting rugged. And then it's like well, should we just hold the winners? But then as I think about the second order effects of that, well, then if everyone's just holding the winners, it means launch pet volumes are going down. Which is a negative for ponds, perhaps a negative for AI as well.

33:54So do you actually want that? So I think it's a little bit of a buyer beware. I mean, you said you know how it was like the first tier of tokens that the billionaires are buying. Then there's everybody else in the game to make it up there. You know, that's what you want your core port into the top ones. That we keep talking about. So I'm not going to keep going about them. And then you want to go around. But then a day the top ones always wins. Right. There's a reason why some people just keep getting rich every cycle. Right. You notice a pattern of the same people coming in and winning. I mean, Ovi is a good example of it. So I'll just use that Ovi. Mando hasn't been on chain this cycle, but usually he kind of, he's kind of similar. But even on Mando, like he only trades momentum in the bigger coins. Doesn't bother with that. But if you can find the the mid ones and and put some good size in it, you can probably get some good trade here. Like, Bona for me is one of them, right. So I woke up the other morning at the 0 to 90.

34:55It pulled back to 50. I bought a lot. By the way, that was a mistake. I got excited with me. Ovi, Cump, Ways, like a bunch of our friends. I think you bought as well. Burned everybody got very, very excited because it dipped. We bought 50 to 60 million dollar average. It's stupid. It's almost 50%. Yesterday night, I was down $50,000 in the position. It's on my pump app so you guys can check it out. And this morning, I'm up again or slash even. I think my average is 50 is five-ish. So maybe I'm down slightly. But for me, this is a way like a mid, right. I miss the eye. It's the second biggest. I don't have exposure to the long ecosystems. I'd rather go into Bona, right. I like what Eric's doing. The hymn's house is not supporting. They had a podcast on today. Him and behind that as well. A few smart folks that are, I consider smart money. Are getting behind it. It's funny. You know, you and I, big far-going guys, right. It was kind of like our trade last cycle. So I like it. So I like the termination.

35:56We'll put on these. You had a chance to buy Bona, yes, you're at 35, let's say. At least at the 42 mil mark. It's 42, yeah. It was very, very available there. 42 mil mark has been available for the last like 36 hours. And so you have a chance to buy that. If you think this is the winner of this cycle and the AI is going to $3 billion, this is the billion dollar token, you know. So that's the way I think people should be thinking while having a small bag for the little stuff. Yeah, I tend to agree. Don't love the sell-off coming out. It's kind of timed with the podcast that they erected with him. I'm not hedging it. That just yet. So I'm not going to share any thoughts. Also not too surprised that we're kind of chopping after the coin went from two to 90. And why I think it was dumb even with like Max in it. We got a little FOMO. We shoved. You're so excited, right? Like we get sas going. Well, that's what the people love about us, right? Is it? Is it? Yeah.

36:57Part of the grand. You know what else excites me? And that's sending nudes, which is I can now more comfortable to come back on the show because it's breaking out. It's 16 million. Okay, you can talk about it for sure. Fuck. What did you get in? Oh man, 75x from my pump call. We're talking like 300, 400k entry on this. So we had. You still hug. Oh, right? I saw a million. So I've got a million nudes tokens. And I'm going to lock those up. I mean, I'm just going to let this play out. Yeah, fuck it, dude. Maybe it sells off. It's always a risk with these things. But I think there's also a chance this could last for a while. Paired with snap, of course, which is the perfect pairing for this. So we're having some fun with this one. I'm going to go back to Mators folks because one of our listeners has alerted me. Shots and thank you. That Bitcoin is ripping in my God. Yes, it is. 79.7. How about that? That's what it's really, man. That's on some chart. Pull up. That was one, you know.

37:57Oh, and some not the actual and some token of and some calls. Yeah, that chart from yesterday. That's sweet. That one. That's cheap. If you have it, send it to me. Let's see what else is moving. I'll get it. Let it for. We finally hit the level. Looks like a good project. Wow. Pump is 44, four, five. Salana one of two. So yes, and real nice moves now. Man, if we get if we get into the 80s, ahead of Labor Day weekend, we could be in first and real pandemonium on the chain this weekend. So I think you want to be rooting for that. How is our darling ponds ponds at 57 cents? It's a 57%. This is the hyperliquid ponds chart, folks. It waked below 30 cents on that unlisting debt. Very briefly. I believe our good friend Clemente got liquidated at 47 cents.

38:57He was really up on his boner of short probably for a moment. But honestly, he deserves to be liquidated because he had the wrong thesis. His thesis was that it was a top. And it was that. I mean, you can call top on like names and shit, absolutely. But top on like something that has revenue, which is on chain, which you can prove, which is like, you know what I mean? Like you have so much to prove here. That's just stupid. I just sent you the answers quickly. Okay. You're like it. You're my advice. I love Clemente. But I don't understand the mindset of trying to like prove that you're smart and shorting things. Like what what are you trying to prove? You're going to scat the 30% gain or else you're going to use so much leverage that you're going to risk liquidation. So here's Anson's squiggles. Because you're up 17 K on nodes from like 200 bucks. That is correct, sir. Holy shit. I just saw you. The thing. That's why we that's why we played the game.

40:00Pays to be early and it pays to be on the pump app. Because that was called out everyone for everyone to see. That's crazy. Crazy. Yeah, see that's quickly. We shared about it. We shared it. I think yesterday before I forget. You wanted to break there. So it's there. It's that's the level. That's where his little boxes. This is his level. We're right on it. And then he's kind of having us blast through the 83K. Resistance going to mid 90s. Coming back to 85 before. I mean, this is in line with with OVs. We're going to flip risk on into November. I mean, it just plays out. It will be absolute pandemonium. I can say that. God bless you, Anson. We needed bulls. We got to give him credit. He was the loudest bull when everyone was very very. So I do have to give him credit for that. So it is. What's up? What's up? It plays out. How else are we still going to kind of now? We're kind of hanging out at this level. Man, Pond's, Pond's chart, Pond's chart. Right now.

41:01Pull up the Pond's chart. Pull up the Pond's chart. Yeah. Ford, Ford. I'm unbelievable. This keeps going. So things are high on. Oh, I'm also been alerted that there's other useless. Bunk guy is the main character. I think that is an accurate. It's so accurate to like, it's so dollar. It's right in front of you, you know, and I didn't take it. But it's right there, you know, that was another. I mean, there's been plenty of plays. So it's hard to like, you can't have that much, you know, pain for missing out. But this went sideways at 70 million. For the last, the whole last week of August. And it was pretty clear at this point that Bunk guy was like making a name. I mean, he was already up 5 million on August 31st. But he came out with his thesis. Well, I think it was yesterday, he like pounded the table again, that he thinks useless is this cycle's meme winner. And it's up one and a half, one and a half, that's 150%. So I went 70 to 180 million. Doesn't look like it's slowing down.

42:02We were talking about like, what does this all mean for the legacy memes? Right? Like, far coin. Are we just kind of putting it aside for this cycle? Like, do we think it has a shot? Because, I don't know. This is not the right one. I mean, some are surviving. I mean, SBX has had a hell of a run. I mean, Pingu's been kind of surviving. I mean, Pepe still $2 billion coin. Just feels like, I don't know. In my minutes, I'm still running about far coin as a meme leader. But the reality is like, it's not a meme leader. Like, useless is ahead of it. I mean, Pawn's and AI aren't quite, I mean, cashcats ahead of it. Now, so it's kind of falling down the rankings. So I don't know. I don't know if a new Robinhood cycle ignites prior memes. I just think there'll be more interesting things to do. So I say, but not for me.

43:02Let's go around the horn on some of the other chains. So, Salana, what Salana do yesterday, useless is the top mover. This CTO, that's a stock coin. That's CTO, vital global CTO. Is that right? There's a stock coin that's six million. Not bad. So this one's at five. What's strong stock? Oh, boy. So there's been some movement on the stockboard here. So CTO's at five. I'll hold it two four Z cap back at two million. So what's, what's, what's, um, what's strong stock probably at 22? What are you looking at? I don't know, it's 23. It's almost hard for me to find it. I got it. It's 23. Yeah. It was stock is, I mean, the stock's had some big moves in the last day. I mean, had this nasty self. What when that vital token got snipped and sold off, but it's, it's grinding back up. So this is an interesting one. We know their launch lab is coming. Let's see. What else was there?

44:03So, Maaf, Anson's 230. It certainly goes on a bit of an issue. There's not much really. Like this is why people are turning on some honks. Shrek, Shrek kind of moved. I think that the Shrek artist keeps leaning in, but I mean, that's, that's a one million. I thought it was a row. No, I don't think so. I was going to pop to pair it with Pixar. If the coins not paired to stock, so to be honest, man, look, I'm pulling up BSC. How about this? The BSC board is hot. Oh my god. I didn't see these numbers. Utilities of 120 million. Neelows up 40% 94. Mars coins up 100% 109. Yeah, so there was this other one. Oh, oh, Neelows at 93M. Yeah. Huge moves for the BSC leaders. Our friend Ove got into Giggle with mascot Max. Shared his thesis for the wreck guys. I guess this is like a learning academy

45:06that CZ is sponsored. I never actually dug in on this. The Academy is his thing, right? So it's just like gift to the world. Like it's his like foundation charity. So there was a, they made a mascot and some obviously made a coin. I think really 3% of the fee or something goes back to it. I don't own any, I know we bought some, but that's kind of the story. I'm scared tailing these plays on BSC. I'm just scared of that chain general to trade on. Obviously really good new lie to have some cats. But it's tough. I think they're about to, I think they're about to start fucking around finding out. I just feel like coming to a Binance doesn't sit out. It's tough to, I mean chase something that's up 5x and like the last couple days, but at the same time. So I mean, obviously this is basically as it sees, he's going to lean in. And then I can 2 to 4x from here, which I mean, based on some of the moves we've been seeing on this BSC leaderboard, seems very reasonable.

46:07Mars and the leaders just laid up. So both Mars and Neelow are in 100 now. Which I do think is meaningful. How's our darling Kets, which I'm even more comfortable talking about now that our friend, Darren has called it one of his favorite betas. Yeah, Kets is kind of just chopping hanging out right at 19 million. But still still looking okay. So that's kind of a look around the horn at some of the meme leaders. Let's see how we're still seeing movement. Yeah, Bitcoin still 79 750. Oh, it's at 4. Oh, you break it. Not bad. And then FTs, not a whole lot, Argonauts, oh, Argonauts, up 100%. How about that? Back to 32 0.32. Wow. What kind of song broke Rico's system? So that, I thought they were roofing through all time high and it got absolutely demolished. I think a big whale soul and took out.

47:07They were like really started to look good, dude. And like I bought some answers, so I feel more comfortable talking about it. Part of the man's with thesis is like Jupiter, Raminachin. I was talking because it had limit orders, but I mean pump, pump app just added limit orders for Salonacorns. They don't have it for Robinhood. Yeah, but if you think they're going to go there, that does kind of hurt that thesis. Like if you think pump or the other trading apps are going to do that, I think that does take a little bit of the wind out of the man's or sales to a degree. Yeah. You know your flares are back to 4th? Can we not talk about that? So if your viewers don't know, I did sell my 4pfp into a bid. From one. Like 1.3. So I kind of need our basics all the bottom on these. You have. You have. You have. Yeah. Yeah, Fee. Oh, fuck. It's okay. We write. They got swept up last night. Oh, four got taken.

48:07I mean, the buys are in like the two to 2.5 range. So the four is 4.1. We haven't seen the sales over four. I thought of four. Adam did share that they're launching. They got the custom pools ready to go. And if you have one of these PFPs, you are able to launch custom pools. So like the general public cannot do that. So if you're going to lean in and try to run your own custom pools, you need one of these. So I guess perhaps that is what we're seeing over there. I've been allowed FWA Bull on the show over the last month. I just just for our listeners awareness, I do think with on chain this hot, it is a headwind for Gotcha. All the Gotcha Plays. We're on Gotcha. NFTs got to that's just the reality of the situation. I think FWA is going to make it. And I think it'll have another season that I think is probably going to cool off in the future. That's just my take. I the gambling stuff. I mean, I find myself have a bunch of stuff that I to for gambling myself. And I live to play back. Sports betting might be a little different because sports is starting again.

49:08So I think we'll be supporting again. Look, I want a prediction market, right? People don't even use prediction markets in the bull market as much. Right? It's just the truth. You've seen probably I'm curious what the, I mean, look at Prakashi. They're pushing the per product more than anything else. That's all I'm seeing ICO and co-posed about. Is their per product, you know, legal perps. And they've made, by the way, genius moving that. We don't hear much from the bull market either. We don't hear much from prediction markets in general. Forget the next gen ones. And we're launching some pretty cool stuff. And we have a great narrative. But the good thing with stuff is we're building a whole information exchange right around the crypt. And we own the media and the distribution channels. So that's great. So we'll be fine. But in general, do you want to predict right now, Tyler? I'm sure you don't. I mean, I trade with you all day. So I know you don't. I don't think you're spinning fucking gacha as a rapid Pokemon packs in this market, unless maybe it's with your kid. And you're trading mucons all day. The truth is bull markets just suck all the air out of all the other products.

50:08And in bear markets, okay, you're going to rip a couple of Pokemon packs. You're going to go on e.com and you're going to gamble a little bit. You go, you're going to sports bet a little more. Because the sports all day long in the winter, right? So it's just, you know, there's no point. Anyways, I'm going to stop because Bitcoin apparently is more $2000. I'm with you there. I was actually planning to share some thoughts this week. And I'm curious how the rise of social trading and hot on-chain trend just impacts sports betting. Because like, for me, I have zero interest in doing that when I can focus my time on chain for much higher returns. So I'm curious right now, it's still just like a crypto native group. But if it actually branches out into more of the retail masses, what does an on-chain casino this hot mean for other spec of the various? I'm curious for about that. CryptoEment is asking, can you buy our H coins? Robinhood coins on Pumb, yes, you can. You can buy it across, you can buy a BSC. You can buy everything. And honestly, like we haven't talked about enough. I think that the chain abstraction,

51:09we said this was the problem with onboarding for years. Starting in 2021, we were banging the table. It's too hard. They solved it. Social trading apps really did solve it, man. And it has never been easier to get on chain and transact. And you can deposit with Apple Pay, you can deposit with credit card. And you can trade just about anything on any of the chains. And this is like when your buddies are turning crypto again in six to 12 months, we're going to be using social trading apps to do it. I think that is certainly the case. You can get better execution if you have Robin Eath, Robinhood Eath little mustard is saying, I'm sure that's true. I think the social trading apps are a little bit more for speed. So there's still of course reasons to use other tools. Man, Bitcoin 80,000, three times we rich through life folks. So man, oh man, let's hope this momentum continues. Eath 2470, hype 8370, let's still four.

52:12Approaching 45s, sold back at 104, Z864. So it's a nice setup folks. I think we are going to go ahead and call it there. I think we went around the horn. Well, we will be back tomorrow 10 a.m. Broke, are we having a guest tomorrow? Is that confirmed? Yeah, we have Andy from the rollup coming on the show. Very sad to talk to him. It's going to be a little different. It's good. Yeah. You know, loud that he's good. I like, I really like him. So we've been going deep into the trenches and down the risk curves. So we'll pull back and we'll talk a little bit more macro crypto and revenue generating protocols. So I'm excited for that combo. So you're not going to want to miss tomorrow's show. Want to thank all of our listeners for tuning in today. Thank you for up. We'll be back tomorrow 10 a.m. Easter until then. Go make it a beautiful day. Goodbye. Peace out.