Crypto Rallies as Bitcoin Hits $74K, Ethereum Jumps 9% and Hyperliquid Reclaims $39, Strategy Buys $1.5B BTC, and FOMC Prediction Market Bets Heat Up

Hey, everybody. Great episode of the show today. We break down all of the news in the crypto markets.

As the crypto markets pumped, Bitcoin crossed 74k on the show. Ethereum gained 9% on the day.

Hyper-liquid back over $39. Let's talk about there. We break down what caused it and where we're

going. Talked about Michael Seller and strategy buying $1.5 billion worth of Bitcoin.

Funded mainly through their STRC preferred stuff. We expect it a bigger number to be honest.

Let me talk about some plays we can make on prediction markets regarding this week's

Bitcoin purchases coming from strategy. We also look at the FOMC decision ahead on Wednesday.

We look at some odds on probably market for how many rate cuts we're going to see this year.

When we are going to see the first rate cut and how this will affect our bags.

Talked about a number of things and we dive into some meme coins as well as we saw some

outperformance there. Pepe gained 20%. We try to make heads or tails and what the market could be

bringing. Great episodes show. Hopefully you enjoy it. Have a wonderful Monday.

Good morning, ladies and gentlemen and welcome to another episode of the Daily

Own podcast where we discuss all things crypto markets. I think it's made just like Bitcoin

Ethereum. It's a lot of meme coins and of course, NFTs. Today we're going to discuss the weekend

crypto pump. We're going to talk about strategy. Second consecutive massive buy. We're going to

give some more prediction market alpha. Thank you all for joining us each and every day. We're

listening over on Twitter spaces. Give us a like. Give us a comment. Bookmark, retweet, push us

out there in the algorithm. If you're listening over on YouTube, drop a comment. Let us know what

you're trading today. If you're listening over on Zora, we'll be streaming each and every day.

Drop a comment. We'll be reading those as well. I'm joining this morning by SIG.

SIG has been a week since we've chatted. How you feeling? How have you been?

Feeling good, right? Feeling good. Where is our third wheel?

Easy is on his way back from the Oscars right now. The Oscars. We know people who are at the Oscars.

I didn't even know that I knew people who go to the Oscars. We have boots on the ground at the

Oscars. Easy had some fun content over the last week covering the different markets. We've

been talking about the markets for a while now on stream. Which ones look interesting.

Easy looks like he did pretty well here. Let's pull up his tweet where he talked about the

different markets that he took for the Oscars. He took Michael B. Jordan to win best actor. We've

talked about this one a bunch. This one. It centers when best pictures on. Yes. Lost that one.

Lost best casting for centers. A couple of upsets there. Then he took Sean Penn. His best

supporting actor. Golden as best original song. Ryan Gosling. Not to attend the Oscars.

I ended up making money on the trip out of these positions. But if you were looking at his page

over the last couple of days, you've seen a lot of Oscars coverage. He sat down with a debate

table here where people came up and debated him if centers was a bad movie or not. So lots of

cool content out of Easy's page. Doing something a little bit different in getting the red carpet,

which I thought was a lot of fun. I just on tracking him over the week.

Good for him. Good for him. Last because last week when I was on that he was talking about the

fact that of the Timothy, you know, the Timothy Shalamey curse. And he was spot on. And he was

spot on with Michael B. Jordan. I am disappointed that he didn't go because I saw that he in

on that tweet. It shows how much money he put into each one. And I'm disappointed. He didn't put

more money into golden. That that come on. That was that that was as that was I think the most

obvious one. Like everyone. I hear people humming that tune down the street. Just walking past them,

just singing golden. That was an obvious one. Should have gone bigger into that. But good for him,

man. Good for him. Because the bedding against Timothy Shalamey. I would normally say no, but

he got it right. You're absolutely right. So I'm looking forward to coming back and hearing about

more of the inside trips and the fashion and the goss. We need him to come back tomorrow.

I mean, the issue with golden though is it was always like a 90% chance to win. So you might have

had a pretty significant position on it. But like only one, you know, a couple hundred dollars

because it was basically a lock, like you said. Yeah, I also saw the hoopla on on X where they

went up to do the acceptance speech. And the girl was doing, you know, the thank yous to the Netflix

team, etc. blah, blah, blah, blah. And then the co-writer started to talk. And then they just

played music over him. It was just like, right. I think I like, I don't know what happened. I didn't

watch Oscar's but I think maybe maybe the girl has spoken for too long. I'm not sure. But considering

that was like the first Korean song in history at the Oscars to win an award, they just they just

played music over him. Oh, well, yeah. That was that was disappointing. But other than that, I don't

think there was that much. There wasn't. I don't know. I haven't actually watched all of the Oscars

round up. Was it anything else that was mildly interesting? I did not see anything that was super

interesting. I didn't really pay attention though. Neither. Yeah, neither did I. I just saw what I saw

this morning. But we'll hear it from me tomorrow. We have boots back in the studio from the ground.

Yep, 100%. Before we go any further, we're going to do the weather report here in a second. I'm

going to give a big shout out to the partner for today's show. This is a weekend. And this is

going to be my weekend getting my taxes finished up. I think kid going away. So I'm going to have a

day all to myself to finalize categorizing a bunch of my transactions. I'm doing some of that

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Line by line with with long division, long multiplication, adding it's attracting an excel.

Yeah, no. I outsource Ray. I just have to outsource. I cannot do that myself. Just crying tears

down. It's so just like outsourcing all of that stuff. Yeah, so if you were looking to outsource

all of that stuff, they offer that too. You won't be able to get into the US like this year's US

taxes filing on time, but if you're filing an extension and you really need help, you can get

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white glove service dedicated telegram guys over there are absolutely great.

Easy's been using the service and he hasn't said enough good things about it. So also check that

out. If you're somebody who has a ton of volume ton of transactions and you want to have somebody

handle it for you, Awakened handles that as well. That being said, let's kick off a weather report

here and jump into it. Absolutely. Help me out with the music, Ray, because mine's still not working,

but let's get the roundup on Monday, March 16th looking at the crypto roundup. The majors pumped

with Bitcoin back over 73k Ethereum, just under 2300 and Solana at 93 dollars and hype smoking

up at 39 dollars. Over the weekend, top three stories will firstly, tensions continue to mount in

the Middle East as the US bombed Carg Island, a major oil infrastructure hub for Iran. The US

also announced plans to escort ships through the strait of hormones. Oil prices have cooled and

are now trading under 94 dollars, but still haven't gone back up back down to par. Next up, strategy

announced the purchase of 1.5 billion worth of Bitcoin, 75% of the funds used to purchase this round

came from selling STRC at the market last week. STRC is currently trading just 10 cents under par

at 99.90. It's like 99 dollars for 90 cents. And then finally, back to interest rates, the FOMC

will release the March rate decision this Wednesday. Polymarket has odds of a no rate cut 100%

for this month, with one rate cut for the year being the favorite at 29%. That is all for the

weather report, right? It's back to you in the studio. Excellent weather report. As always,

they cost unpack here. Rate cuts are interesting. The odds keep falling for multiple cuts.

We were looking at like three cuts being kind of like the favorite back in January, and that's now

now down to one cut. So we're likely we'll get no cuts than three cuts this year.

So I think a lot of the conflict in Iran is driving this oil prices go up, inflation goes up,

Fed can't cut interest rates as fast as potentially leadership over in the White House once then

too. So looking fairly likely that we're not going to get a cut this month. We're not going to

get a cut next month. Next month will be Jerome Powell's last FOMC. We'll have a new Fed chair,

and then maybe things will change in terms of rate cuts later in the year. But right now basically

the same odds of no cut versus two cuts, which is pretty pretty crazy considering where we thought

we would be in terms of the rate cutting cycle. Give me thoughts on the the rate cuts thing. What

are you watching for here? Do you think that's going to kind of play out? No, my thoughts for this.

I'm really happy he's occupying the seat in the last couple of months before he leaves. So as he

said, he's got two more months before he leaves. And I'm really, really glad he still has this job.

One of the things that has really frustrated me over this last couple of weeks is

there's so much misinformation happening around what is the state of this war and how close we are

to the end. One camp is saying that it's over, that they've essentially won. And the other camp is

like, we're not negotiating. So the Iran-based is saying, we're not negotiating. And the US

saying is that they're open to negotiations. There's so much conflicting information from either

side. And it's reflecting in the stock market. You're seeing that assets are not behaving as you

would expect them to behave if you were going through a war scenario. Like the stock market isn't

down that much. Considering it's really not down that much. And I think it's because the current

administration is not really essentially telling you know the whole story of what the real situation

is like. I'm not saying that he should be going out there saying sorry to tell you this,

but we're losing. He's never going to do that. But he is doing the complete flip side and

pretty much just lying saying that this is the state of the situation. And that message is being

reflected back into the markets. And I think that is why when the markets open, you see some downward

pressure coming from Asia and from Europe. But this was last week. So you see some downward

pressure coming from Asia and Europe. And then you know the US just keeps buying it just keeps going

up. And you're looking at these numbers. You're thinking like how is this possible? How can we

the war be escalating? And the numbers are not reflecting that. And so I feel like drew like

what the what the FOMC are going to say over this month and you know the months coming forward

before he leaves is will be a very strong reflection of what the true state of the economy is.

And I think that will be one of the like the strongest truths in the market of what is the state

of the economy moving forward. And I think that number is going to be really important to look at.

So that's kind of my thoughts. It's it's not so much you know how much I'll be cutting. I don't

I don't really I'm not I'm not really looking at that. I'm looking at what is the truth behind

this information coming out because I think in these last couple of months you know he wants to do

the best that he can for all for the economy and do his job to the utmost of his capability.

Yeah I don't think I have any issue with Jerome Powell. Like I don't think he's doing a

like quote unquote bad job. I think he's basically taking the data and doing exactly what a

Fed share should be obviously there's pressure from the administration on cutting cutting.

Like that's not always like the best route. Everyone once these rate cuts

said that risk on assets pump. But sometimes if you cut too early there could be issues and you

cut too much it could be issues. So we'll keep an eye here on how this is working.

Second story that we wanted to talk about was the big micro strategy I so they purchased 1.5

billion dollars worth of Bitcoin. This one was a little bit different in that

they use most of the like most of this buy was funded by the STRC at the market. So some quick

numbers here on their purchases. I'm going to open up last month's purchase and we can just do

like a quick rundown on how they structured it. So we have the the amount raised here they did

two at the market raises. They would have won on the STRC preferred stock and they did

also and at the market on the micro strategy stock. Last the previous weeks was 377 million coming

from STRC and 900 million coming from micro strategy. This week was a complete flip of that with

most of the most of the proceeds coming from STRC less from micro strategy basically flip that

on Ted 1.1 billion coming from STRC offerings 400 million coming from micro strategy stock.

So a lot of people were like predicting a huge buy for this week because they were like extrapolating

the the STRC numbers and they're saying okay well he's going to issue that three three times

is much micro strategy stock. So if it's if STRC is 25% and it raised 1.1 billion it might be buying

four to five billion dollars worth of Bitcoin this week and that just wasn't the case.

I still have the number at 1.5. They're second by in a row over 1 billion but Bitcoin is like

going up considerably over the last week without like having that massive buy. So I was looking at

last week's Bitcoin price action and saying like okay like obviously strategy is doing some some

big buys because they're raising at the market. The STRC product is doing super well above par

generating money every day and I thought like most of this was going to be attributed to like a massive

four to five billion dollar like chunk of buy pressure from micro strategy and it turned out

you know just just quote unquote 1.5 billion. So I thought the price action is definitely interesting.

One more thing before I get your take sig is that we've hit the X state on the STRC

preferred stock. So essentially what this means is every month you have to there's there's the

last day you can own it to get dividends for the next month. Last month this was you know it's

like the 13th of every month so like you buy on the 12th and then you hold through the 13th and

you get the dividend. So there's a sell off on the 13th every month last month X state sell off

on all the way down to like 99.20 looking so far on Friday we saw it only go down to 99.50. So

it looks even stronger and maybe the potential for like another massive month for the stretch

product here. We kind of continue to see this this pressure. So that's going to potentially fill

Michael Taylor's arsenal again for an additional buy this week. We'll keep an eye on this though.

What I want to throw do you say any thoughts overall on strategy?

Sayler the product is building the stretch how he's generating all this money and like what you

see for Bitcoin short medium term. I think I think I think the amount that he's buying at these

levels have become very interesting. This whole sort of first three months of of of 2026

we seem Bitcoin have a nice little sort of correction if you like but we have corrected down to

this 60-ish level and then we keep sort of going back up to the 70-ish level and then kind of

retesting going back down we're just kind of going ping-ponging back and forth. To me this

looks like a really interesting area to DCA. What has been telling is that you don't know when the

next big event is going to be around the corner but there are normally signs that that next

big event is it's going to come. So I've seen people on X say you know I think we go down below

60 oh and you know we're going to go down into the low 50s and I'm like okay right fine but

what is the trigger like why are we going down that low. There always has to be some kind of catalyst

event and normally these events unless there are two black swans which are just like boom overnight

which are extremely rare. There's normally signs as to us plotting in that direction and here we seem

to have just kind of stopped. We're just kind of going back and forth the 60-ish 70K range. So when

I see that micro strategy are starting to up they're buying levels here. I'm also thinking okay I'm

going to continue to DCA and I'm probably going to keep putting my buys at this level to be consistent

because this feels like I'm not saying we have a hundred percent bottomed out but it feels like a

good range to DCA and then if we were to have another correction going down then you know you wait

you wait for that period to cool off but whilst we're just not able to really break above the early

70s numbers it doesn't seem like we're going to be shooting to go back over into like 80-90K

because if we are well what is happening in the stock market and if you know if the stock market

is propelling back up then what has happened on a macro level. So if everything is connected here

and I just feel as if even with the message of this war is not over but yet risk on assets

actually doing pretty well in in this case Bitcoin, sailors coming in and buying

personally what should you be doing in your own portfolio when you're looking at this period of

time to be able to prepare yourself for the recovery. So I kind of look at his is buying levels

there's just sort of like an overall wider market data point. Yeah I think I agree with a lot

of what you said there I'm continuing the DCA I'm in the camp that we we go lower and test 50K

before going higher. Well what's getting us there would love to be wrong. I mean there's a lot

of things that can get us there like no rate cuts rate hike inflation continuing to drive up extended

war there's a lot of different things anything with Taiwan and China like there's a lot of a lot

of like bad scenarios. I mean the good scenarios are like we get peace oil prices drop we get a

reduction in inflation we can start cutting right out of the gates on rates. Also I think that like

having a looming democratic senate if like an and house like in the US with midterms coming up if

if that becomes very apparent that Democrats are using crypto as a wedge issue and they're going to

amount against it I could see also some issues there. I can also see issues with quantum like this

there's plenty of things on like both sides for good and bad that I could see that could take us

down to 50K and that's only it's less than a 50% drop from here. Yeah okay so out of everything you

just said there I think the one which has probably not been priced in because everybody is looking at

the current state of the world with the war is probably a like a democratic win because when we saw

the Trump win or the possibility of a Trump win you saw like we had that super strong rally right

and then we gave back that rally after he got elected slowly like slowly across the year but

we gave it back the democratic side of things has not been priced in yet so I agree with you there

that is where I agree with you is like that's something that is not a black swan event

probably has not been priced in and could come later in the year but right now the other things

you said like time and China more war I just don't I like I don't see it moving the needle so much

things would have to escalate a lot more yeah I mean Democrats right now are priced in 85

percent chance to win the House and the Senate is currently a coin flip right now 50-50 Republican

versus Democrat on the Senate so we'll see it's going to be interesting for sure

but yeah like I said I think there's there's more catalysts to go lower than higher right now

I'm going to continue to DCAN but I'm considering shorting again if we reject off to 74k level

back to me you do you do your thing last week I remember you said oh what was it it was something

to do with it was something to do with hype long hype oil oil oil that was it that's what you're

talking about last week do you remember you're saying that because of the buy volume on the weekend

you're going to go in I actually I can't remember if it was buy or short but you're going to do

something over the weekend with oil do you do you remember I'm looking at it longing hype going

into the weekend I traded that again and I I did pretty good couple hundred dollars longing hype

from 30 to 39 nice nice it was funny because when I was talking about it last week on Monday it was

that 32 and I was and I remember saying like I'm not saying you need a bite here because you

obviously have to preface everything with that but I was not expecting it like expect it expect

and it's so quickly to go you know almost basically break 40 so it's good good excellent excellent

trading analysis skills there Ray yeah I mean it went away from me a little bit but then picked up

with the overall crypto rally so I don't know if this is right or I got bailed out by the market

moving up over the weekend as well because I think I longed at 38 it got as low as 37

and then high point back up at 39 this morning when I accident

and so you and so do you position yourself short for the week or is that it's done the trades done

you're not going to do anything else no I'm not going to touch it right now I still have a lot of

spot hype it's only like on if we get some of those dips like I thought I thought 38 was an

interesting dip for hype pulled up on the daily here yeah like where we ran all the way up to like

38 dip down so I thought this was an interesting spot along it

I like that I like that no I like that do you what what's your take on what it does now

over the next like I don't know let's say two months what's your take on what you what you'll see with

hype um I think hype can hit all time highs in the next two months like there's a chance but

I think it's kind of it's constrained by crypto to the sense but it has been like outperforming

Bitcoin so the Bitcoin like it's down to that level where I'm like kind of like worried like seeing

it slash worried um then I have some concerns but like hyper liquid has been like outperforming

Bitcoin since October um you look at this hype Bitcoin chart here um

that looks like we're right here chart um yeah I mean it's been up into the right so there's

a scenario where Bitcoin still it's hurt and hype goes up um if crypto pumps I could see all time

highs if crypto doesn't pump I could see hype just hanging in this like 40 to 50 dollar range

even with like a bear market on Bitcoin because I think it just isn't as correlated to crypto assets

is like an ethereum or a salana that makes sense I agree with that take I agree with that take

which is why I think it's uh it's why I'm still holding my spot and it's why I also think

it's will be an interesting asset to hold um through to the recovery uh it's benefiting

massively from the trading volume of what's been happening geographically um no other asset really

has been having that before like like benefiting out of out of the current situation so I'm kind

of thinking well what's going to happen when the recovery comes around surely it's going to benefit

from the recovery situation of the markets and that's yeah that's why I'm still holding it so next

two months next two months to hit an all-time high uh there's there's enough volatility for that

for that to make that but there's enough volatility for that to happen I think as in there's

enough interesting things to trade yeah I mean all-time high is what is it 55 yeah 59 50 percent

from here I get you doing all-time high potentially um we ran from 20 to 40 in the last two months

so we've done a 2x in the last two months can we run another 50 percent maybe uh bishop asks

is eith going to run I didn't realize eith was on such a a tear here on the daily as is eight

consecutive green candles um or ethereum right now two three five six seven yeah four percent on

sunday almost five percent on the day I mean I hate to tell you this bishop but maybe maybe I go

short eith and not bitcoin because this is quite the run I don't know what is necessarily driving

ethereum to outperform bitcoin right now um does have a ways to go to get back up to this

3k level where it basically fell off a cliff in january but we'll have to uh have to see I don't

feel confident um taking like a leverage trade on the ethereum right now and I did a bit

probably beat it down side um yes my thoughts are you holding it here yeah yeah of course yeah no

I've still got it like I've still got that bag it's coming with me right I'm gonna drag I'm gonna

drag it over into the recovery but am I am I adding here like no no no no um I think when

when I think about what assets to hold now and into the recovery and like you you kind of

going to look at it it's like what is what assets are benefiting from the current situation

right so at the moment salana ethereum they're all kind of moving in the same direction

if markets go down they go down if markets go up sorry if sorry if crypto goes up they go up it's

just like they they don't have their own independent strong narrative that is propelling them

to break through um their median performance and so when I when I think about you know is ethereum

going to run or is salana going to run I don't think they have a strong enough narrative to run

right now they'll they'll they'll definitely have a leg up as the overall crypto market goes up

but which one will outperform I think is really difficult to say like really difficult to say like

this goes back to my point earlier about why is hype outperforming these other assets

it's because it has its own independent narrative of benefiting from the current political situation

um and that trading volume is coming through the others not so much um

so yeah uh I don't want to be like raining down on people's bags uh I also hold those bags so

I don't want to rain on my own portfolio but you know you've got to look at these things objectively

that not all of your assets are going to perform the way you'd like them to perform um it doesn't mean

that I think it's over for ethereum no not at all I just don't think it's going to have the momentum

that perhaps you're looking for bishop um over these next uh say three to six months

yeah the guy great markets just open up um almost 1% on the day for the uh s and p which is

super interesting uh sort of why we saw this crypto punk um we're seeing the rest of um crypto

move as well the coin just ran over 74k um on market open briefly um paper liquids approaching

$40 which is great to see um I'm looking at some interesting plays watching stretch um this

week we just talked about it it's actually down a bit now at 99.72 so 20 cents off of or 30 cents

off of par I think a lot of um eco-interprice action could depend on this for this upcoming week

also um there's new micro strategy uh polymarkets which we've done pretty well on um

so I want to take a look at some of these versus like how stretch is performing because

one that's most interesting to me to me is will uh micro strategy announced greater than

1,000 bitcoin purchase for this week and uh right now the pricing this at 83% on the yes

this is a fairly new market there's not a ton of volume and liquidity so far but at this high odds

this early in the week when stretch isn't at par I kind of like a flyer on like no they're not

going to acquire a bunch of bitcoin this week um like historically with stretch um it's

taken a bit to get back to par where they start generating income looking at last month it took

1, 2, 3, 4, 5, 6, 7 days before they even got $200 so if it takes another 7 days this week before

they're generating anything off of stretch or it could be a scenario where they aren't issuing a

ton at the market and it's a smaller bitcoin i so I'm taking uh early in the week a flyer on this

could be could be wrong I'm going to be monitoring stretch um and cutting the position if stretch

us get back out the par and does volume but um an interesting one here that I think

they may announce a smaller bitcoin buy than people are uh kind of expecting after two massive buys

so kind of fading the consensus a little bit um looking at that but we'll be monitoring stretch like

I said to figure out um if i need to cut that position everything else from micro strategy is

essentially hit you hit on or nothing ever happens know that one um is resolving now because

they made the acquisition they fired more than a thousand bitcoin last week that one hit well

they have more than 740k by the end of the month that one hit as of this morning as well um an

interesting one to look at is like how much bitcoin are they going to have at the end of the year

800,000 bitcoin plus is at 97% they already have 761,000 I did see some interesting math that like

says they could get to 1 million this year which is interesting that'd be just about 5% of

the bitcoin supply um and this is sitting at 38% chance right now um do you per inch

are you are you gonna take that bet um one side one side of that bet the thing is um

I kind of like so like right now with this week I think I'll get a better price

so that same rationale for taking the the less than 1000 this week um if stretches below par

and people cool down on it I think a lot of the publics like these markets are driven a lot

like current sentiment I think I can get a better bill maybe 30% bill versus 38 but I don't like

hanging onto something that like this for resolution it'd be like this week is sort of a down week

get it a little bit lower and then as we're approaching the the next month's dividend date for

STRC and we start seeing like good volume in that par then I then I'll you know ride it up maybe

it gets up to 40 50% following week and I take like a 50% game that'd be how I'm playing this

try to get in a 30 have an awful week for the stretch product as they get back to par and then sell

it on a potential future pump up around 45 50% so that's my thought for um this specific market um

it's going to like a lot of this can be like what what what's happened lately with micrish idea like

this this market was all the way down at like 17 12% March 11 not even five days ago so

good expects and volatility here and if I do see a decent size dip uh I may jump in on the the

one million it's kind of like swing trade it I don't want to hold it all year I would swing trade

it for a bullish week of purchases I like you Ray you're like that meme with that guy he's like

big brain big brain Ray well I like it I like it I like that strategy I like I don't think a lot of

people are looking at this specific market I think with polymarket if you if you like narrow in on

specific markets that seem to be working uh there there's an edge at least for a little bit and

there's enough moving pieces here that happen like on like a regular cadence that I can like look

I can be like okay what's the stretch volume today what's the announcement from last week what's

the breakdown like I can look at enough data that I don't think people are automatically like looking

at and I can get into some interesting um positions here with um good risk for turn I guess versus trying

to like scan everything and chin taken flyers I love it no because you're like a case study Ray of

like what to do when your stock market bag is down bad and you've gone you've basically studied

and researched the stock so much that you were able to go to an adjacent market such as polymarket

take individual bets on what you think will happen based on pre like previous history or buy

and selling uh and make your bag back and I think that's really smart I think that's really really

smart and something that you couldn't have done even three years ago so uh I hope it works out for

you and you have to come back and tell us if you do this kind of stuff for the rest of the year

when hopefully if you make your money back how long it's taken you to essentially reverse the

losses that you made on the on the individual stock purchase yeah I mean in my attention honestly

like wasn't even from holding the stock it was from just owning stretch and like watching that

perform because I've been buying stretch product um but I thought you I thought you had I thought

you bought my Christianity ages ago I do and it sound very bad but like I wasn't paying attention

until I bought stretch okay kind of understood what was going on with that and the mechanics

like the micro strategy stuff doesn't really like play into it as much as stretched specifically does

so like that's been like the like light bulb moment for finding these these different

inefficiencies but I think like maybe over time next week or two the market's gonna wise up and

you're not gonna have as many like easy quote unquote opportunities on the prediction markets for

the sort of arbitrage okay rain man we hear you we catch you we we we follow you we follow you

to profit you can look over at eamcoins it's funny saying blast up almost 20% today to 33

million that's why why why that's bringing me I need to call my therapist and I see stuff like

that why is it back in my life it's like seeing a number from an ex who you hate it's like why

they calling me oh man oh my goodness what's happened I mean that nothing nothing happened is what

happened I don't know what would cause this pump from 28 to 33 but it's already retracing a little bit

um I don't know blast has done anything in the last two years at this point um I'm actually

looking at their Twitter now I haven't like paid any attention to this there's nothing this is

such a weird yeah that's a really weird it links to the wrong side or maybe you know what this

could be and this would be a classic temporary running news front running some news September 8

2025 was the last post from their exit count I think this could be front running some news maybe

that's weird right I don't know I'm just like throwing ideas out there no one no one is buying that

so maybe someone knows something that other people though but that doesn't mean anyone should

be buying it it's just a very weird data point to come out yeah it's surprised me seeing that one

other notable tokens are a old oldie up 31% to 11 mil unicorn fart dust up 21% back to

all these are cooking the oldies are out this day up 20% today wow 2.6 bill for Pepe

probably benefiting a lot of premiums up performance this one's tough like this one ran from 1.7

back to three early January traced all the way down to 1.5 ran to two now went back to 1.3

I mean this doesn't at all this looks like it's like a manufactured chart to zero essentially

and I held that I held Pepe for a long time but luckily it was during the profitable period

yeah all these old meme coins running it could be yeah could be because Ethereum has had a bit of

a strong run still like when you see stuff like blast happening is it all part of the same story

I don't know I don't know do you have any more insight into this I have no idea why all the oldies

are running no idea okay she's old ones blog 17% that set 6 million useless 16% I mean you

seem like a run across mean coins maybe the old ones are beaten down more and people are running

to bigger names fart coin 15% even even punch the monkey back to 9 million so

it's a interesting stuff here I want to look at far coin oh far coin I remember Clemente's video

about far coin I've been pretty bearish on far coin yeah maybe maybe found a little bit of a

bottom here you'd get some sort of run up over 200 million maybe all the way to 100 you might

be able to catch it 2x to test that local high maybe meme coins are like front running what the

market's going to do and we're about to go into like a good like we're about to have like a really

good week oh girl does that mean they're going to have to do something about it because one thing

I hate doing is having a hypothesis being correct about it and then never haven't taken a position

on it on anything that really annoys me happens to me a lot yeah I don't know if I'm touching

meme coins maybe I'll pay attention maybe I'll open up like terminal a couple times and see

what's going on it's tempting isn't it really tempting on meme coins I mean pump fund is just

absolutely dominating the scene down in terms of tokens deploy still there's no no bounce there

daily graduations have been on the move though we've been moving up on daily graduations from

a bottom early February 243 daily graduations early February at a low you fit over 300 a couple

days in a row which is interesting not up at the highs that we saw in January but maybe an upper

trend on graduations launch pad volume maybe bottomed out early February this one's old though

fresh this not letting me yeah some of these are older charts that's that's what's causing an

issue here yeah I don't know these charts aren't updating so I've got a wall in the

dunes try something here sorry for the the stale data but not all of these dashboards are

updating correctly but meme coins are are moving to an extent and something going to keep my eye on

if you take a couple peaks at always good to like be ready in case there is a meme coin sort of

move so that you can capitalize in an actual like meme coin bowl before we go further I'm going

to bring some quick hitters over you'll find all of these at daily bones dot com we provide this

news that are each and every weekday update on the weekends daily bones dot com to survive

subscribe absolutely free get the most actionable insight in your inbox every day so quick hitters

from the day we had equities flip green and pre market trading with cryptidop performing talked about

that Bitcoin ETFs recorded 767 million of weekly net inflows last week Wall Street Journal cited

oil prices on hyper liquid in an article on Friday tether teased a true breakthrough coming

this week the towel token has been on fire and is a 40% on the week horse johnson called Bitcoin a

giant Ponzi scheme going based intertalks with bybit for partnership that would open up US

regulation for bybit crypto trading and lending platform went bankrupt that is block fill we saw

short term crypto markets hit 60 million dollars of daily volume on polymarket this is like a five

and 15 minute crypto markets seeing a ton of adoption over there and meta announced plans for

sweeping layoffs all that more each and every day at daily bones dot com sign up for our newsletter

get all this information right to you um interesting news out of tether and something to watch um

a true breakthrough coming this week like i wonder like what that could be from like a stable coin

like it's a yield product a card like you have any like guesses here on like what a tether breakthrough

could be a i see this i i can see he says his a i team will release a true breakthrough this

coming week so it's like a riddle this one something to do with tethers rails agents just i'm

just going to say random popular words so i'm going to go state i'm going to say stable coins agents

a i i i don't think anything regulatory because this isn't a good time i think it's going to be

something to do because you know you have to kind of look at everything that's been happening with

open claw and everything there so i'm kind of i'm kind of thinking about that realm um

maybe making uh maybe making the payment side of things a little bit easier for your agents

i don't know um yeah i'm guessing i'm throwing darts right what do you think it is

uh i don't know i'm not sure i want to look at

i'm interested to see um

one what like an investment would be on the back of big tether news

and two what stable coins are looking like because i know like uh usdc has been like performing well

versus tether in terms of um like revenue and volume and market cap lately because a lot of the

ai agents have been running using usdc rather than usdt um but like this could be something to offset

that i'm trying to find the exact um stable coin chart that shows like how much um

like volume each stable coin is processing i'm not finding it right now i've had it before but

i just can't figure out where that exact chart is but um usdc had had been outperforming tether over

the course of ebuary which is like super interesting that was like the first time

in in months that that happened and we've seen um circles equity uh basically do a two x in the last

like yes a month so uh if maybe the trade is like if tether announces something that is truly

game breaking that drives stable coin volume away from agents on usdc to usdt maybe that the trade

is shorting circle that's that no you know what i'm gonna i'm totally gonna go against you and i'm

gonna say buy circle because hear me out how would you express uh whatever this is this tether

event how would you express that as a trade yeah i so i'm trying to figure out like yes it's like

buy buy it depends on what it is if if it's like net new stable coin volume

then then yeah i could see saying like yeah buying stable coin infrastructure such as circles

trade but if it's like like something that would be competing with circle and vamping

their ai token volume then i think it would be bearish circle so i think you can go both ways

depending on what the announcement is yeah um that's it yeah that's a tricky one and also would it

have any trickle down the fix to other um other providers that are using tether's network um

i don't know yeah that's the hard one you you want a short circle i want a long circle

but because i can't rethink of any other way to express an event like this i have to think about

it a little bit more um but it's obviously going to be to do with uh obviously but the payment

rails and it could just be facilitating that and making it easier there's there's a lot of what

is happening right now um which you know you like even to set up um open claw like you know if

you're gonna run that on a vps it's it's it's a lot of work it is not a simple setup so there's

a lot of work to be done on the front end to make all of this very sort of like user friendly

so it could just be some user friendly um uh service or payment rails that's as far as i can go with

this i'm i've run out of ideas someone uh tried to get groc to find anything that could be leaked

here and they said uh no no leaks but their uh their tether's ai has been expanding fast

on device ai for bio data um but fifty million dollars into eight sleeper advanced sleep

ai agents have some uh robotics push through nora as well um interesting to see like what it

potentially could be i would love to see some some different thoughts on what it could be because

i can't really think of anything like off the top of my head um and i didn't dive too deep to see

if anyone has like come up with some interesting ideas yet but we'll have to say i'm excited

you know i've been in this uh deep into ai and have been um kind of following this intersection

with crypto so this would be an interesting one for sure um you did mention speaking of ai

and crypto we mentioned tau this one has been on an absolute heater i'm gonna pull up the uh

towel chart i don't know much about towels to be honest but um

please bring it up here i mean this this chart over the last week has went from you know

170 to to almost 300 it's over two action the bottom early February just a month ago um

definitely catching a bit of the bid on the ai side this is one i have all my list to kind of

look at see if this one could be one the pops i don't know enough about tau but uh lots of strength

over the last two weeks uh so it deserves a little bit of attention maybe we can talk about it

later in the week when uh i have a little bit more information but it's one to highlight

the run-up we saw here which is pretty crazy so benefiting in this past couple of weeks is essentially

alike on on in terms of the crypto side is you've got hype circle stock tau during really

well as has the ai side of things um and thing else over the last seven days or a month that seems

stand out and i don't mean like trump like trump calling me like not not stuff like that

you talked about trump last week because they had the uh um the gala the gala

the trump gala like utility so like there's a gala coming up and need a hold x amount of trump

to get on the guest list and we saw a pump like shortly after that so that's i think a lot of this

28% gain on the week for trump um that's how they're keeping its head just above zero just like

swimming swimming trying not to go to zero it's uh it's a good idea from them

yeah i think uh pepe is interesting here pumping 20% virtuals is in the top 10 of weekly gainers at

13.5% they're interesting positions seem to always be positioned at like the intersection of

ai and robotics and crypto so um one to watch for as well

but yeah the mayi at the top hype pepe is interesting maybe virtuals so things to look at this

week um we're coming up on an hour though anything else you want to talk about before we wrap your

say no we're good right i think we've uh covered everything that has been the hot stories from the

weekend all right well thank you all for listening we do this podcast monday through friday

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