WEBVTT

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[SPEAKER_01]: All right, everybody.

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[SPEAKER_01]: Welcome back to the crypto run down the Robin Hood chain continues to explode $700 million in assets and only three weeks.

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[SPEAKER_01]: There's fan them while integration.

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[SPEAKER_01]: Meam Queens and far flying and now Vlad, the CEO's ex account has been hacked.

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[SPEAKER_01]: triggering 30 million dollars in volume on a specific scam coin.

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[SPEAKER_01]: Underneath all the chaos, beat Bitcoin ETFs are still running hot.

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[SPEAKER_01]: Long-term holders are stacking harder than ever.

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[SPEAKER_01]: So is this just another meme coin casino?

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[SPEAKER_01]: Is crypto gonna float away once again?

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[SPEAKER_01]: Or is this real momentum that we can build behind?

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[SPEAKER_01]: I'm here with Brian.

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[SPEAKER_01]: We're gonna kick it off right away.

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[SPEAKER_01]: Brian, welcome.

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[SPEAKER_01]: Happy Friday, my friend.

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[SPEAKER_01]: The Robin Hood chain continues to take the narrative all the momentum.

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[SPEAKER_01]: It's really the fun positive news in the space looking around obviously Bitcoin ETF will get to that.

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[SPEAKER_01]: Clarity acronym to that as well.

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[SPEAKER_01]: But let's jump right into the Robin Hood chain.

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[SPEAKER_01]: It's what the people are talking about.

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[SPEAKER_01]: It's what the people are trading.

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[SPEAKER_01]: So take us through it.

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[SPEAKER_01]: I mean, an unbelievable run for this Robin Hood chain.

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[SPEAKER_02]: Yeah, man, it's a we needed this.

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[SPEAKER_02]: I needed this Robinhood chain because as as as everyone knows we're kind of in the dog days of summer right now with the crypto market We'll get back and forth between night ran and I rack stuff who knows what's going on out there.

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[SPEAKER_02]: Nobody does But Robinhood chain has has really been absolutely on fire.

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[SPEAKER_02]: So we're about three weeks post main net table and we're sitting out like a six

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[SPEAKER_02]: 760 million dollar total on chain assets, which is huge.

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[SPEAKER_02]: We got a lot of big players out there more foes directly into the main Robinhood app with Robinhood earn.

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[SPEAKER_02]: We had on July the 21st, Robinhood actually flipped a base with daily active users and then hit a record with TVL.

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[SPEAKER_02]: And just early volume though, has really been heavily meme coin driven.

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[SPEAKER_02]: But there is something that we'll probably talk about just in a few minutes.

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[SPEAKER_02]: There's this new meta coming out, which is super interesting.

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[SPEAKER_02]: Where you have these tokenized stocks connected with the meme coins.

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[SPEAKER_02]: And we know Robinhood's all about the RWA push.

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[SPEAKER_02]: So people are allowed connecting like meme coins or tokenized stocks.

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[SPEAKER_02]: But I think the big picture here is we got big numbers, the base flip, everything's kind of inside the Robinhood app, really bringing a lot of users on and it's just an exciting time and a lot of the calls within our community have been Robinhood theme.

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[SPEAKER_02]: because that's where people are spending their time and it's it's meme points it's they they it kicked off of meme points and we talked about that i think on a few more of few run down to go with like the first week and it wasn't sure how long it was going to last and there's always a little bit of a rotation but now it's moving into some more unique utility place and a eye plays and now we got this whole um

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[SPEAKER_02]: RWA tokenized stock, connected to meme coins.

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[SPEAKER_02]: So people are doing some fun creative things, but I mean, long story short, the numbers don't lie.

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[SPEAKER_01]: Yeah, it's a great point.

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[SPEAKER_01]: And then just continue the integrations.

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[SPEAKER_01]: We mentioned at the top of the show here.

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[SPEAKER_01]: Fan them while it is now integrated.

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[SPEAKER_01]: You obviously said stuff going on with Morpho.

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[SPEAKER_01]: And we've had, for anybody that hasn't listened, you just got a scroll back to the last week, we put out the Robin Hood podcast with their head of product, head of crypto product.

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[SPEAKER_01]: So again, if you want to kind of learn more of the vision

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[SPEAKER_01]: where Robin Hood's going and crypto go back and listen to that that's going to give you you know the high level the end they're not the high level the deep dive into the ends and outs of what they're truly building and then we're covering here on this show with our you know in the trenches guys Brian and Joe having a lot of success kind of going in and finding.

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[SPEAKER_01]: of the projects that are popping because there's a ton to talk about when you talk about topics of the rabbit chain there's plenty to go through here as I'll pull up the deck screener with your Brian and if you want to you know just tell me what to pull up on the screen whether you want me to click something on here or whether you want me to pull up the individual names that have been flying high here.

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[SPEAKER_02]: Yeah, let's uh, and I put, I linked some individual coins on our sheet as well.

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[SPEAKER_02]: So if you can't find it on the deck screen or but uh, let's start with pawns.

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[SPEAKER_02]: P-O-N-S, it's the number one or at least they have about 60% market share, the number one of um, it's their pump.fun.

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[SPEAKER_02]: So that's where you can launch coins, you can launch meme coins, launch pad wars, and I talked about this with our community, can get really messy.

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[SPEAKER_02]: We saw it with the pump fun days, there's all these other different launch pads, but pumped up fun at the end of the day, rose to the top and is still round and still producing a ton of money doing buybacks and and pawns is the leader right now.

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[SPEAKER_02]: So this is kind of the picks and shovels play.

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[SPEAKER_02]: So if we think Robinhood chains

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[SPEAKER_02]: RWA tokenized stocks connected to meme codes.

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[SPEAKER_02]: If you just think activities get keep going, I'm curious what's the launch pad that's gonna really take off.

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[SPEAKER_02]: And Ponds is, I mean, what's it's sitting out?

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[SPEAKER_02]: Like $30 million market cap right now.

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[SPEAKER_02]: I did make it a call, so kind of some alpha for anybody.

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[SPEAKER_02]: It's listing, I did make it a call this past week.

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[SPEAKER_02]: I said, I thought we could get it right around like a $20 million market cap.

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[SPEAKER_02]: I'm pretty sure it touched there.

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[SPEAKER_02]: I was I did give a disclosure like the launchpad wars like everyone kind of brings start the launchpad it feels like because they want that money I mean they're making right now A hundred million dollars in volume per day that that's in volume So it's lucrative All eyes are on it.

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[SPEAKER_02]: Puppont had a nice little rebound here as you can see it looks like a little cup and handle forming

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[SPEAKER_02]: So, it is one that I just, just the other day.

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[SPEAKER_02]: I think it was yesterday, actually.

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[SPEAKER_02]: I started the dollar cost average in on and started to build a little position.

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[SPEAKER_02]: I'm not married to it though.

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[SPEAKER_02]: I'm gonna tell everyone here now.

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[SPEAKER_02]: If a new launch pad, we got banker bought which is a launch pad on base.

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[SPEAKER_02]: They're starting to roll out some features.

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[SPEAKER_02]: So they're taking some market share away.

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[SPEAKER_02]: But I'm watching closely, you're kind of the picks and shovels.

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[SPEAKER_02]: What's happening here?

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[SPEAKER_02]: And Ponce is the leader right now.

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[SPEAKER_02]: So, long story short.

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[SPEAKER_02]: Pawns, $100 million a day, 60% market share, got some good mechanics, and those leading market launch pad on Robinhood Chain, but again, gotta give this closure of that.

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[SPEAKER_02]: Launchpad wars can get messy, somebody can always do something, but, you know, they're leading the race right now, and it's only 30 million market cap, it doesn't feel horrible by any means.

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[SPEAKER_01]: Yeah, nice little bouncing off support.

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[SPEAKER_01]: As you said, you made a nice little call there on 19.5.

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[SPEAKER_01]: It looks like it hit back up to the 30s.

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[SPEAKER_01]: And yeah, a little range here for, again, a very volatile, you know, lower market cap assets.

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[SPEAKER_01]: So you got to be careful.

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[SPEAKER_01]: You got to do your research and understand what you're getting into with these as all your investments.

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[SPEAKER_01]: Because again, we're not personal financial advisors.

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[SPEAKER_01]: We can't give personal financial advice, but a lot of awesome stuff to be learning and breaking down as we continue on.

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[SPEAKER_01]: We got it.

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[SPEAKER_01]: Bandits here, good to see Bandin in the chat, Kevin's here from Florida, good to see him in the chat.

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[SPEAKER_01]: How's everybody doing on a Friday?

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[SPEAKER_01]: Give this a like.

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[SPEAKER_01]: Let us know where you're watching from.

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[SPEAKER_01]: We always love to get, you know, know where you guys are tuning in from, especially on a crypto Friday, as we move along to another Robinhood top pick of what's going on.

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[SPEAKER_01]: What?

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[SPEAKER_01]: Sherwood protocol?

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[SPEAKER_01]: At 17.4 million dollar market cap Ryan, any insight into why that's so popular and what is Sherwood?

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[SPEAKER_01]: Well, I'm a couple of hockey couple hockey guys.

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[SPEAKER_01]: It's the our old twigs back in the day.

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[SPEAKER_01]: They'll sure would.

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[SPEAKER_02]: No one could beat that coffee curve.

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[SPEAKER_02]: You know, I put a coffee curve.

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[SPEAKER_02]: I think I think.

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[SPEAKER_02]: Oh, hold on, hold on.

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[SPEAKER_02]: You keep going.

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[SPEAKER_02]: I might be able to pull a ball coffee stick in the corner live.

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[SPEAKER_02]: I got one up here on the wall to be completely honest with you.

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[SPEAKER_02]: So we're a little fender balanced, but obviously Tvo is a big hockey fan, everybody, but maybe

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[SPEAKER_02]: Oh, yeah, look at him right here.

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[SPEAKER_02]: Just a little heal curve man.

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[SPEAKER_02]: He's got saucy hands.

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[SPEAKER_02]: I've Flick hands.

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[SPEAKER_02]: I've shot some pucks with Tiva on the past and I was like you move a pretty good But well, I mean, we're hockey guys, so we naturally default to Sherwood Sherwood hockey sticks But sounds like you're not watching enough Kevin Costner a Robin Hood or anything because it's Sherwood forest my friend

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[SPEAKER_02]: But it's the reason I want to bring this up.

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[SPEAKER_02]: I actually think this was a call just a couple weeks ago as well.

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[SPEAKER_02]: These are just some of their top of mind for me.

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[SPEAKER_02]: It's an AI agent to capital layer, so it's an AI play on Robin Hood.

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[SPEAKER_02]: It lets AI agents run vault funds with guardians and governance.

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[SPEAKER_02]: It's really just a pure, agentic finance play, and I think the name is super clever.

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[SPEAKER_02]: You can see there's a little bit of a sell-off, but we're finding some support here, and I think where we made the call, it's actually done pretty well, people of date, if you sold at the top, they made some profit.

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[SPEAKER_02]: But certainly, if you're on big into the AI space, I don't think every AI token is just absolutely

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[SPEAKER_02]: But it's certainly an interesting one out there that I just want to call out and just bring up to everyone and we should bring up cash cat Tvo.

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[SPEAKER_02]: The reason I bring up cash cat is this sucker man, this one up like hundreds of millions of dollars of a market cap and it's getting washed out a little bit.

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[SPEAKER_02]: I don't have any position in cash cap, but this is just a pure meme coin.

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[SPEAKER_02]: So I felt like we need to address this on the rundown because you can see how fast things can fall.

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[SPEAKER_02]: I mean, it runs so freaking hard and then meme coins are slowly getting a little bit of rotation.

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[SPEAKER_02]: Just the attention's getting washed out, but this is still kind of like the leading meme coin on the platform.

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[SPEAKER_02]: catching a bowl, run, get more activity into the Robin Hood, some sort of catalyst.

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[SPEAKER_02]: This is probably the meme coin to just have on your watchlist to have a little bit of a pulse on where meme points are, but right now I've kind of pivoted and I love meme points.

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[SPEAKER_02]: So if you're in our community, I'm not going to stop talking about meme coins because there's always some really nice potential there, but we're seeing this interesting rotation

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[SPEAKER_02]: into other tokens and bring up index if you don't mind.

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[SPEAKER_02]: This is interesting.

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[SPEAKER_02]: This index is one where you hold the token and every trade takes a 3% fee of ETH and that ETH automatically buys a basket of Robinhood stocks, Nvidia Apple, SpaceX, and the stocks that get air dropped

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[SPEAKER_02]: So it's kind of like a meme coin, but utility play, Robinhood's known for RWA's.

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[SPEAKER_02]: So I think it's a very interesting, I don't know which one's gonna be the market leader, but indexes has an interesting product out there.

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[SPEAKER_02]: And I even linked on the sheet a stunk broker.

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[SPEAKER_02]: Instead of stock broker, we gotta talk about stock broker.

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[SPEAKER_02]: And this is very interesting as well.

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[SPEAKER_02]: It's very similar to index.

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[SPEAKER_02]: but you can buy and trade the token.

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[SPEAKER_02]: And that's probably the easiest way to do it.

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[SPEAKER_02]: You know, you buy, hold, just sell the token.

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[SPEAKER_02]: But then you can also, you can buy the NFT.

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[SPEAKER_02]: And I link the NFT or not.

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[SPEAKER_02]: Yeah, come on, and they're not cheap.

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[SPEAKER_02]: I can't really see on it.

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[SPEAKER_02]: They're like over an E3, right?

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[SPEAKER_02]: So they're over two grand.

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[SPEAKER_01]: Yeah, one point two four, one point 30, one point three three.

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[SPEAKER_01]: Oh, two.

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[SPEAKER_01]: Two points five.

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[SPEAKER_01]: Let's keep going down.

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[SPEAKER_02]: So they're, they're, they're moving NFTs.

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[SPEAKER_02]: You hold these NFTs and you earn air drops with real stock tokens funded by the Royalty's and ecosystem activities.

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[SPEAKER_02]: So it's a direct RWA, Stoke and Talk, Yode Play.

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[SPEAKER_02]: Just interesting to me.

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[SPEAKER_02]: Something I've also been watching.

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[SPEAKER_02]: I think play the easiest way to get involved if you're interested in this again.

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[SPEAKER_02]: These are kind of like meme coin type moves.

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[SPEAKER_02]: So I won't ever want to realize that.

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[SPEAKER_01]: Sorry, the floor place.

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[SPEAKER_01]: here for price 1.24 and then people are listing them for up to I mean this is ridiculous 4,000 but 14 is the high end for price right now at 1.24.

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[SPEAKER_02]: Yeah, but you know, here's a little alpha thing, but it wants to grind and I'm message to this, yes, today, well, I don't know.

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[SPEAKER_02]: I might be grinding.

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[SPEAKER_02]: I've been pretty busy with some work stuff recently, but once I get some time, probably this weekend, you can actually, I believe you can input the NFT ID.

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[SPEAKER_02]: Some people are listing these NFTs with stocks.

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[SPEAKER_02]: They haven't, like, withdrawn yet.

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[SPEAKER_02]: So there's actually, like, the video in Apple stocks connected to some of these NFTs.

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[SPEAKER_02]: So maybe it's a one or 1.5e, but you're getting a ton of money in stock.

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[SPEAKER_02]: So something I'm going to look a little bit into, but the reason I'm kind of bringing all these up is I'm just building a picture of how people are getting unique, the bringing excitement back to this chain.

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[SPEAKER_02]: It's a lot of retail users.

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[SPEAKER_02]: It's just exciting.

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[SPEAKER_02]: And I guess there's a there's a couple of the projects I want to talk about.

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[SPEAKER_02]: I haven't made these as a call, but if anybody in the chat wants to talk about it or if they're familiar with it, and I know you've been on the road, my guys, so maybe you heard more about this, there's Jimmythi, have you heard about this?

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[SPEAKER_02]: It is, I'm pretty sure I linked an article in our thing.

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[SPEAKER_02]: He's like getting into like video games, like Minecraft.

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[SPEAKER_02]: I'm like asking my kids, do you know who Jim is to be?

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[SPEAKER_02]: So like, oh yeah, that raccoon in the game.

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[SPEAKER_02]: I'm like, where were you all week ago?

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[SPEAKER_02]: I did not get into this.

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[SPEAKER_02]: This is a meme poem, but it's got like the moon day and type vibes and punch the monkey.

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[SPEAKER_02]: Do I think it's gonna be the future finance?

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[SPEAKER_02]: I do not.

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[SPEAKER_02]: But I also think like when you start getting integrated into video games, we see some red candles down.

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[SPEAKER_02]: It's not my fault.

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[SPEAKER_02]: It's not my fault.

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[SPEAKER_01]: It's not my fault.

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[SPEAKER_02]: Dude, it was a friend of mine said that it was on the radio.

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[SPEAKER_02]: He was just talking about it.

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[SPEAKER_02]: So I don't know, I don't know how big Timothy is.

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[SPEAKER_02]: It hasn't came across, I guess, like other than my crypto friends I know who it is.

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[SPEAKER_02]: It hasn't come into my real life yet.

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[SPEAKER_02]: But hey, if you know a little bit about Timothy, you start hearing Timothy, you, you, you, you,

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[SPEAKER_02]: put a message in our YouTube video.

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[SPEAKER_02]: You, your TV, you text me or something because I'm definitely interested.

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[SPEAKER_02]: It's a $20 million market cap.

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[SPEAKER_02]: So you could argue, do I want to spend money on possibly the leading launch pad at 30 million pawns?

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[SPEAKER_02]: Or do I want to like ape into a, uh, gymmythie that's, I don't know.

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[SPEAKER_02]: I honestly don't know.

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[SPEAKER_02]: kind of like them both.

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[SPEAKER_02]: But this just goes to show you.

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[SPEAKER_02]: There's a very diverse, diverse showing of everything that's going on.

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[SPEAKER_02]: So, you know, there's some good ones out there.

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[SPEAKER_02]: And then, oh, I put FWA on here.

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[SPEAKER_02]: Click FWA if you don't mind.

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[SPEAKER_02]: It's a, we'll bring up a chart.

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[SPEAKER_02]: This is another one that incorporates NFTs.

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[SPEAKER_02]: It's called fake world assets and I wanted to make this a call on this our past newsletter I think I have it linked on our sheet of you curious and Joe and I were looking at it like two million dollar market cap But the only problem is is you can't buy the token.

15:40.578 --> 15:46.783
[SPEAKER_02]: I was like we can't give a call out When you can't buy the token or it's not easy-ish to buy the token

15:47.544 --> 16:00.055
[SPEAKER_02]: But this is a unique mechanism where, you know, the gacha, uh, the cards where you could pay money and you put 250 dollars and you get a Pokemon gacha pack, uh, and you could rip the cards.

16:00.095 --> 16:03.057
[SPEAKER_02]: You could sell the cards on the market that cards took and did really well.

16:03.458 --> 16:04.939
[SPEAKER_02]: Well, this is fake world assets.

16:04.979 --> 16:06.781
[SPEAKER_02]: They're essentially doing it with NFTs.

16:06.841 --> 16:10.404
[SPEAKER_02]: It's the guy who created token works punk strategy.

16:11.738 --> 16:22.745
[SPEAKER_02]: and you go on their website and you could buy essentially packs where you can open an NFT and you have the option to keep the NFT and there's like a crypto pump that was like someone won.

16:24.006 --> 16:25.146
[SPEAKER_02]: That's a long story too.

16:25.346 --> 16:32.231
[SPEAKER_02]: I won't get two into the weeds, but there's like a beeple floating around there, then there's just a lot of like, uh, these 10,000 TTTs that are pretty

16:34.392 --> 16:34.932
[SPEAKER_02]: worthless.

16:35.393 --> 16:44.119
[SPEAKER_02]: But some of these NFTs are going up in price, people are pulling NFTs, but you have the option to keep the NFT or take the ETH that is backed behind the NFT.

16:44.679 --> 16:49.062
[SPEAKER_02]: And if you do this, you're able to swap it in for the FWA token.

16:49.102 --> 16:50.603
[SPEAKER_02]: So it's like a really low float.

16:50.963 --> 16:54.846
[SPEAKER_02]: The only way you can get access to this token is to go on to their platform.

16:55.586 --> 16:58.088
[SPEAKER_02]: and utilize the platform to get the FWA token.

16:58.528 --> 17:04.993
[SPEAKER_02]: They're saying that within probably 10 days now, and about 10 days, that this will be on the open market.

17:05.333 --> 17:07.254
[SPEAKER_02]: So again, it's just something for everybody.

17:07.294 --> 17:10.617
[SPEAKER_02]: You know, if you're interested in this sort of thing, I would say, hey, put on the watch list.

17:10.737 --> 17:11.758
[SPEAKER_02]: It had a nice run-up.

17:12.838 --> 17:16.840
[SPEAKER_02]: from, you know, a couple million to about 12 million dollars.

17:17.300 --> 17:20.461
[SPEAKER_02]: And then some people have been selling out, but hang out around eight million dollars.

17:20.541 --> 17:24.363
[SPEAKER_02]: But the team is obviously doing some unique things out there.

17:24.783 --> 17:26.164
[SPEAKER_02]: They're having some fun with it.

17:26.744 --> 17:33.147
[SPEAKER_02]: And it just goes to show you that, you know, we're moving into a very interesting world with this Robinhood chain.

17:34.027 --> 17:47.676
[SPEAKER_02]: And one thing that I think super interesting are these meme points that are attached to tokenize stocks and there's other ones that I didn't even put on the list I could go on and on I could spend an hour on I run down talking about different plays.

17:56.242 --> 18:04.048
[SPEAKER_02]: So they're really incorporating meme coins in the tokenized stocks and we'll see how long this meta lasts, but nobody has done it and people seem to like it.

18:05.309 --> 18:08.972
[SPEAKER_01]: Very point and that's why people want to be in the community.

18:08.992 --> 18:14.736
[SPEAKER_01]: So if you're interested in all these deep dives and getting the first alerts around this stuff with Brian and Joe, check out the description.

18:14.756 --> 18:20.000
[SPEAKER_01]: We have the $1 trial for momentum money makers VIP, which is Brian and Joe's group.

18:20.020 --> 18:20.300
[SPEAKER_01]: So you can

18:20.700 --> 18:31.067
[SPEAKER_01]: get the first alerts to this stuff in your email box and tune in and be in step with Brian and Joe is all this stuff unravels because again when you get this type of action it happens so so fast.

18:31.507 --> 18:35.470
[SPEAKER_01]: So we got holy whales in Arthur wants to talk the Clarity Act we'll get to that.

18:36.110 --> 18:54.817
[SPEAKER_01]: uh... we got a b n r g r and welcome friend x r p o e n x r p r and the chat has always love the x r p r me as we continue on let's hit them are you i guess do we want to talk about one more thing we'll talk about a glad getting hacked and then we'll move on to uh... the rest of the topics

18:55.458 --> 19:16.937
[SPEAKER_02]: Yeah, I put this on there because someone hacked Vlad's X last night, so just be careful out there and it pretty quickly everyone realized that Vlad's Twitter got hacked because they've changed his PFD to him where like a Robinhood hat and they started touting something called Vladhood, but it's $30 million in volume.

19:18.478 --> 19:19.359
[SPEAKER_02]: after it was hacked.

19:19.499 --> 19:21.221
[SPEAKER_02]: The hacker made like a million bucks.

19:21.701 --> 19:23.262
[SPEAKER_02]: People are trying to see Tio this.

19:23.322 --> 19:24.964
[SPEAKER_02]: It's a community takeover.

19:25.024 --> 19:26.385
[SPEAKER_02]: So obviously it was a hacked.

19:26.905 --> 19:27.646
[SPEAKER_02]: I'm not in this.

19:27.686 --> 19:29.648
[SPEAKER_02]: I'm not recommended anybody get in this.

19:30.568 --> 19:35.913
[SPEAKER_02]: But it just goes to show you that stuff can happen on Twitter.

19:35.993 --> 19:37.614
[SPEAKER_02]: You can't just ape into things.

19:37.634 --> 19:44.140
[SPEAKER_02]: You got to be very careful because there's started million dollars of token that called Vladhood that where Vlad was hacked and

19:45.807 --> 19:53.762
[SPEAKER_02]: I don't know just had to had to call it out for everyone because it's a pretty big new cycle going out there now does this get community take over and starts to grind up

19:55.155 --> 20:14.601
[SPEAKER_02]: We'll see we might talk about it on the next run down, but right now I'm staying away But just just be careful out there because there's there's a lot of bad actors And they like to pray on new chains and excitement and something I try to do as much due diligence as I came for myself in our community and sometimes Sometimes you miss something you get very excited.

20:14.641 --> 20:18.942
[SPEAKER_02]: I mean it's tough But we try to do our best to keep everyone safe and in our self-safe

20:19.887 --> 20:40.497
[SPEAKER_01]: yeah it's a great point it's all about the education and community that helps you decipher and add to your research to make your own decisions as always let's pull up quite market cap interesting I always find it if we just first I guess hit fear and greed real quick it's like we've been in fear now it could we've been extreme fear or fear for a month now and I just find it

20:42.111 --> 20:48.154
[SPEAKER_01]: I guess interesting is the right word that you have a Robin Hood chain blow up a glow up if you will.

20:49.355 --> 20:53.217
[SPEAKER_01]: During a fear crypto fear and green decks.

20:53.237 --> 21:02.642
[SPEAKER_01]: So you know, it shows you that in my opinion that this stuff isn't going away right people like the space people like interacting with the space we've talked and covered how.

21:03.042 --> 21:09.847
[SPEAKER_01]: You know, again, there's just, there's excitement in other places right now, especially in the memory trade, there's a ton of volatility going both ways.

21:10.768 --> 21:14.571
[SPEAKER_01]: You know, some of the corrections in those stocks have been 20, 30, 40, 50.

21:14.591 --> 21:18.374
[SPEAKER_01]: We've seen even 60, 70 percent corrections in some of these high-flying stocks.

21:18.934 --> 21:28.761
[SPEAKER_01]: There's tons of volatility going on in the market and crypto kind of got tossed to the side, but when you see extreme fear or fear for a month long, but you also see the continuation of building.

21:28.781 --> 21:34.205
[SPEAKER_01]: We're going to talk about all the Fortune 500 companies that are still working in the space and you see something like the Robinhood Chain pop up.

21:35.105 --> 21:55.983
[SPEAKER_01]: It's a step back moment for me and say, okay, this space still's got the Jews people are still interested in this anything To add their brine whether it's the fear greed or I'll pull up coin market cap And you can just kind of see like the seven day for the top 20 is up 1% Bitcoin 1.5% for the seven day Ethereum 2.5 That's you know that's grind it out price action to the upside.

21:56.023 --> 21:57.104
[SPEAKER_01]: That's not a bad thing

21:58.093 --> 22:02.216
[SPEAKER_02]: Yeah, I'm, I'm, I'm, I'm neutral right now.

22:02.296 --> 22:09.280
[SPEAKER_02]: I should say because, you know, we got this whole like Iran, Iran, US, uh, you know, war overhang.

22:09.300 --> 22:10.761
[SPEAKER_02]: We got Trump's emin who knows.

22:10.801 --> 22:12.762
[SPEAKER_02]: Like it's Friday afternoon markets close.

22:12.782 --> 22:14.023
[SPEAKER_02]: We could have a strike on Iran.

22:14.043 --> 22:17.125
[SPEAKER_02]: I mean, that seems like the playbook Trump's done a few times.

22:17.825 --> 22:34.270
[SPEAKER_02]: uh... we got like rumors of fed rate cut rate hikes so that that would typically drag us down so i think that's kind of why we're seeing a pullback down but then when you like you call it out it would kind of like going sideways right now we're looking pretty good we had some good ETF inflows over the past week

22:35.510 --> 22:45.173
[SPEAKER_02]: The overall market vibe of just like the pulse I have of people in and out of it seems to be a little bit more positive, but you know, it's it's the middle of July right now.

22:45.313 --> 22:48.094
[SPEAKER_02]: I still think that we're going to be in the chop zone for some time.

22:49.375 --> 22:53.296
[SPEAKER_02]: I've been saying chop zone for like a year now, but it's it's true.

22:53.836 --> 22:59.418
[SPEAKER_02]: I do personally think if I mean not funny into advice, I can't see the future, but I think we.

23:00.098 --> 23:02.759
[SPEAKER_02]: think things really start to pick up come like October.

23:04.120 --> 23:05.841
[SPEAKER_02]: I'm I'm pretty excited for that.

23:05.881 --> 23:09.203
[SPEAKER_02]: I think I think that's gonna be like people are back.

23:09.383 --> 23:10.823
[SPEAKER_02]: It's a it's a positive month.

23:11.123 --> 23:14.285
[SPEAKER_02]: July's typically a pretty green month for Crypto as well.

23:15.045 --> 23:19.288
[SPEAKER_02]: Surprisingly you wouldn't think it is and then August is a pretty red month.

23:19.788 --> 23:23.710
[SPEAKER_02]: So if we're you know history's not it doesn't always repeat itself but

23:24.390 --> 23:29.112
[SPEAKER_02]: what we'll see how it all shakes out here, but that's kind of my two cents on where we're going.

23:29.132 --> 23:37.875
[SPEAKER_02]: We're probably just going sideways, but I think it's a, I think the opportunity for reward in upside is way bigger than where the downside could be.

23:37.975 --> 23:39.475
[SPEAKER_02]: I mean, we've seen everything this year.

23:39.515 --> 23:42.176
[SPEAKER_02]: Wars, tariffs, hacks.

23:42.336 --> 23:46.538
[SPEAKER_02]: I mean, we've seen it all and we're kind of just shrugging it all off and going sideways.

23:47.378 --> 23:52.481
[SPEAKER_01]: Yeah, and again, the markets a lot of times are forward leaning, you know, leading, right?

23:52.521 --> 24:02.808
[SPEAKER_01]: So, you know, there's a vast quick downside, especially to crypto and Bitcoin, it seems, since last October, right, pretty, pretty momentous to the downside.

24:02.828 --> 24:04.909
[SPEAKER_01]: And then you're kind of looking around like, why is this happening?

24:04.929 --> 24:05.690
[SPEAKER_01]: And then you see,

24:06.450 --> 24:18.319
[SPEAKER_01]: You know, again, it's like it's Bitcoin telling the future, you know, it kind of felt bad when, you know, you saw the other stocks and the memory trade going higher, but now everything's kind of cooling off.

24:18.379 --> 24:24.124
[SPEAKER_01]: So, you know, what did Bitcoin know kind of leading us to where we are now?

24:25.185 --> 24:30.309
[SPEAKER_01]: Like you said, all this stuff going around and it seems like we're holding these levels or even

24:30.849 --> 24:32.570
[SPEAKER_01]: slowly grinding higher at some points.

24:32.610 --> 24:36.771
[SPEAKER_01]: It's interesting and I know a lot of our technical guys are Brendan Hunter, Bryce.

24:37.231 --> 24:44.353
[SPEAKER_01]: They're getting excited and like what they're seeing in the charts, even though there's not, you know, flashy price action to the upside.

24:44.433 --> 24:49.894
[SPEAKER_01]: I'm here and then really talk positively about the constructive views that they're seeing on the charts.

24:49.934 --> 24:51.355
[SPEAKER_01]: Again, not that it's going to overnight.

24:52.195 --> 25:07.400
[SPEAKER_01]: go back to a hundred, but like you said, heading towards the fall, looking towards the future, and something that I'll cover at the end of the show of just the continuation of people building in this space, being in this space, price and I read a conference this week that I'll cover at the end of the show.

25:09.421 --> 25:29.620
[SPEAKER_01]: it's just it still feels good it feels good when you see that stuff people aren't running they're they're leaning into it they're leaning into it and and especially on the institutional level whereas the retail level is completely disengaged and you can see that with with charts like these I just saw this before we went on so the source here is the block

25:30.080 --> 25:50.867
[SPEAKER_01]: So this is not our research, but the source is the block and Bitcoin and Ethereum tweet volume level falls to a 12 month low, which I find not not necessarily surprising obviously with the price action and there's so much else going on, but like Robin had changed boom and like it's I just find that interesting it's not leading people back to a little bit more talk about.

25:51.607 --> 26:00.869
[SPEAKER_01]: Crypto, you have the clarity act going on, which we find really interesting, obviously, and big for the space as a whole, but it's not drawing the interest of the general public.

26:00.949 --> 26:18.572
[SPEAKER_01]: Again, this is what happens in these cycles, as everybody comes in late, and they get burned, and then they go, I'm not doing that again, and they just, you know, they sell there, they got weekends, they get out, and then, you know, it's boring, and it's a, it's a, where you out, it's a bore you out, is the next step, which we're again, I feel like we're in right now.

26:19.732 --> 26:42.405
[SPEAKER_01]: But I don't I don't want to say it's good to see people dancing gauge, but if you have a check box Brian of like, okay, what are all the things that are going to show us, you know, the markings of a bottom because no one in the history of trading can ever tell you that they guarantee they know where the bottom is if they tell you that they're lying, but you want to have kind of, um, you know, your own rules are the own things that you're looking for and you're going to start checking multiple boxes.

26:43.267 --> 26:44.327
[SPEAKER_01]: kind of like when you're at the top.

26:44.748 --> 26:48.609
[SPEAKER_01]: When people who never ask you about crypto or Bitcoin before start asking you if they should buy.

26:48.729 --> 26:54.031
[SPEAKER_01]: That's, you know, when you're my mom starts calling me and ask me if she should buy Bitcoin, that's, you know, that's a top signal.

26:54.171 --> 26:55.531
[SPEAKER_01]: And now it's kind of on the other side.

26:55.551 --> 27:00.513
[SPEAKER_01]: Everybody's asking, you know, nobody wants to talk about it or they're making fun of you for being in the space.

27:00.533 --> 27:01.514
[SPEAKER_01]: So that's a check box.

27:01.534 --> 27:02.194
[SPEAKER_01]: We got the tweets.

27:02.234 --> 27:03.054
[SPEAKER_01]: That's a check box.

27:03.094 --> 27:04.575
[SPEAKER_01]: We got the fear greed being streamed fear.

27:04.595 --> 27:05.375
[SPEAKER_01]: That's a check box.

27:05.835 --> 27:09.317
[SPEAKER_01]: So it feels like we're building our case, um, which again takes time.

27:09.377 --> 27:12.019
[SPEAKER_01]: It doesn't happen in a day, a week or sometimes even a month.

27:12.059 --> 27:14.721
[SPEAKER_01]: It takes time to build these cases and you really don't know.

27:14.781 --> 27:17.362
[SPEAKER_01]: And so you look backwards in the charts historically.

27:17.462 --> 27:21.785
[SPEAKER_01]: But, uh, Brian, what do you think about that building this case for a possible bottom?

27:22.532 --> 27:34.065
[SPEAKER_02]: Yeah, I mean, you just remember who was coming every single week, multiple times a week and a bear market to deliver you the news because we're freaking believers, man.

27:34.386 --> 27:40.813
[SPEAKER_02]: I just, and everybody in the chat, never going to our community hats off to you because I think it's, I think it's a good really pay off.

27:41.213 --> 27:45.337
[SPEAKER_02]: We've seen this play out before and we don't want to be on the same side.

27:45.357 --> 27:51.484
[SPEAKER_02]: Just retail typically you're right your mom My dad is the biggest top signal that's ever lived.

27:51.984 --> 27:55.628
[SPEAKER_02]: I mean, this is like when he's starting to talk to me about how he buys or

27:56.338 --> 27:58.339
[SPEAKER_02]: more crypto on coinbase.

27:59.160 --> 28:02.842
[SPEAKER_02]: I push them to our tutorials, but he just wants me to go on face time with them.

28:03.363 --> 28:06.425
[SPEAKER_02]: But when I help him, it's a top signal.

28:06.505 --> 28:08.486
[SPEAKER_02]: So you don't want to be on the same side.

28:08.866 --> 28:09.927
[SPEAKER_02]: And it's been a grind.

28:09.947 --> 28:14.450
[SPEAKER_02]: I get it when there's volatility in the prices are down and nobody really wants to talk about it.

28:15.030 --> 28:36.142
[SPEAKER_02]: It's probably pretty good time to start, you know, building the bags a little bit because it usually starts to grind in a right way, and then we get excited to when we're all celebrating doing happy hour calls with everyone on the team because we're celebrating these milestones, we want to take a little bit of profit there, not sell everything, but you know, there's something so right now I feel pretty good.

28:36.622 --> 28:37.763
[SPEAKER_02]: about where we're sitting.

28:37.843 --> 28:40.664
[SPEAKER_02]: I love when the technical guys branding hunter price.

28:40.724 --> 28:42.785
[SPEAKER_02]: I mean, everybody knows how sharp these guys are.

28:42.825 --> 28:43.846
[SPEAKER_02]: They're unbelievable.

28:44.346 --> 28:51.650
[SPEAKER_02]: And when their technical analysis kind of lines up with like my fundamentals and kind of the vibe I'm seeing in all the different markets.

28:51.750 --> 28:54.071
[SPEAKER_02]: I mean, I start to get pretty bullish about it.

28:54.631 --> 29:10.079
[SPEAKER_02]: And you mentioned the tweet volume about I am kind of surprised because Robinhood's brought a lot of energy into the space or at least into the my circles and we have earnings call next week, hood earnings, uh, the calls on the 29th and I think I think I looked at today.

29:10.099 --> 29:14.221
[SPEAKER_02]: It's like in the 90s, I mean, not finding it to advice, but I don't know.

29:14.241 --> 29:21.045
[SPEAKER_02]: I feel like it could be a decent little stock play there to get into the hood stock because you have to think Vlad's going to tell.

29:21.625 --> 29:22.626
[SPEAKER_02]: these growth numbers.

29:22.866 --> 29:27.490
[SPEAKER_02]: They have to be insane right now with all the activity they're getting right now.

29:27.690 --> 29:29.271
[SPEAKER_02]: Now, I know it just got hacked yesterday.

29:29.291 --> 29:39.800
[SPEAKER_02]: There's nothing to help things too much, but I think on the 29th when we get this earnings call, it could be really positive for Robin Hood and Hood and continue to drive interest.

29:40.280 --> 29:44.343
[SPEAKER_00]: But to kind of put a bow on it, I think we're on the right side right now.

29:44.524 --> 29:45.785
[SPEAKER_02]: I think this is where we want to be.

29:45.845 --> 29:48.607
[SPEAKER_02]: The contrary intake and I'm a contrary in our heart.

29:50.498 --> 30:09.505
[SPEAKER_01]: heard your first betrayer and hard you know I always say same side of the boat you know always want to be on the same side of boat and this is definitely a statistic that shows that you know maybe this is the smart money maybe historically we'll look back in the 50s and 60s and say the smart money bought but we're seeing Bitcoin you know inflows.

30:10.125 --> 30:15.773
[SPEAKER_01]: The Bitcoin ETFs record longest inflow streak since early May, so we'll pull the charts there.

30:16.254 --> 30:25.626
[SPEAKER_01]: Obviously we saw a lot of outflows recently, but maybe we're turning this franchise around Brian as the people like to say.

30:26.507 --> 30:29.049
[SPEAKER_01]: And then long-term holder supply is changing around.

30:29.109 --> 30:38.736
[SPEAKER_01]: So again, you're adding to the data of the stuff that you like to see when you're saying, hey, where's the momentum of this thing going for the next six to eight to nine or the year plus?

30:38.796 --> 30:43.759
[SPEAKER_01]: You know, this is the type of data you want to be seeing if you think the price is going to go upwards.

30:43.799 --> 30:51.545
[SPEAKER_01]: Again, none of this is guaranteeing, but it's adding to the checkboxes of what you're trying to look for to build your bullish thesis or to confirm it.

30:52.205 --> 30:53.826
[SPEAKER_01]: especially for long-term.

30:53.886 --> 31:02.772
[SPEAKER_01]: Now one thing that has been talked about a lot and it's getting to the witching hour obviously with recess coming for Congress is the Clarity Act.

31:02.813 --> 31:07.195
[SPEAKER_01]: I know Arthur asked about the Clarity Act in the chat and it's time to get there.

31:07.236 --> 31:09.057
[SPEAKER_01]: The great Hibbysh is here as well.

31:09.117 --> 31:10.518
[SPEAKER_01]: Holy whales checked in.

31:11.318 --> 31:12.199
[SPEAKER_01]: Good to see everybody.

31:12.219 --> 31:15.921
[SPEAKER_01]: If everybody could give it a thumbs up, we would really appreciate it on this Friday afternoon.

31:15.961 --> 31:17.022
[SPEAKER_01]: Give the video a thumbs up.

31:17.382 --> 31:20.765
[SPEAKER_01]: If you're new bottom right hit our logo on the screen and subscribe.

31:21.645 --> 31:22.906
[SPEAKER_01]: We have a video clip here.

31:24.106 --> 31:27.628
[SPEAKER_01]: Anthony Scaramucci had a nice little clip on CNBC the other day.

31:28.468 --> 31:33.170
[SPEAKER_01]: Anthony Scaramucci, I was at a lobster roll with the mooch at the conference.

31:33.190 --> 31:35.091
[SPEAKER_01]: He was at our conference with Bryce and I this week.

31:35.711 --> 31:37.972
[SPEAKER_01]: He gave a good talk, talked very similar.

31:37.992 --> 31:44.555
[SPEAKER_01]: I picked this clip because this is what his talk was about that we were at this week up in the North Fork of Long Island.

31:44.575 --> 31:45.295
[SPEAKER_01]: So it's a two minute clip.

31:45.315 --> 31:46.776
[SPEAKER_01]: I'm going to play about a minute of it.

31:47.356 --> 31:56.545
[SPEAKER_01]: Um, basically laying out the thesis of why he thinks the clarity at Ken Pass, um, but also kind of gives the timeline of saying, hey, we're up against the gun here.

31:56.565 --> 31:57.606
[SPEAKER_01]: So let's take a look to the mooch.

32:02.207 --> 32:02.968
[SPEAKER_00]: is teeth in it.

32:03.548 --> 32:14.016
[SPEAKER_00]: And so the difference is the Democrat said to the White House, we need an ethics provision that has teeth in it, and so there's a what do you want and they said what they wanted and the White House gave it to them.

32:14.577 --> 32:22.323
[SPEAKER_00]: And now the Democrats just saying, well, that's not enough, we want state ages to be able to enforce these federal ethics provisions.

32:23.089 --> 32:35.285
[SPEAKER_00]: So that's a real problem because then you have to redo all of the ethics codes in the federal government because you can't have the state just prosecuting the crypto and not all the other ethical, potential violations in the federal code.

32:35.766 --> 32:38.770
[SPEAKER_00]: So they've got to get around that and they've got to have a compromise.

32:39.170 --> 32:45.252
[SPEAKER_00]: But then the biggest problem is the procedural one, you only have 14 days to go before the August recess.

32:45.272 --> 32:50.433
[SPEAKER_00]: So you need what's called the procedural prep for a bill like this that happened before the weekend.

32:50.453 --> 32:56.954
[SPEAKER_00]: Today's Wednesday, that means sometimes tomorrow afternoon we're going to have to hear that that's in play so they can get it down to the Florida vote.

32:57.415 --> 32:59.295
[SPEAKER_00]: If it gets to the floor, it's got a pass.

32:59.355 --> 33:01.856
[SPEAKER_00]: That's my opinion because I think a lot of the younger

33:07.497 --> 33:08.117
[SPEAKER_00]: come November.

33:08.517 --> 33:09.238
[SPEAKER_00]: That's my opinion.

33:09.578 --> 33:11.918
[SPEAKER_00]: If it doesn't get to the floor, it dies a brutal death.

33:12.359 --> 33:20.301
[SPEAKER_00]: And then guys like Brian Armstrong, after all the hours and time and energy that they put into this, they start building their businesses off the shore of the United States.

33:20.581 --> 33:26.843
[SPEAKER_01]: My, my love listening to Mooch there because he has that experience of

33:27.223 --> 33:52.792
[SPEAKER_01]: being in DC right so obviously as his fund skybridge but he has the experience and the knowledge and the connections inside DC so he kind of gave you two two looks there of like his hedge fund view of why you know he wants it to pass he thinks it can pass but he gave you the breakdown from his DC knowledge like hey here's the two outcomes and you know it's good it's going to go we want these two ways and then at the end there there was a lot of clips of Brian Armstrong's

33:56.433 --> 34:19.163
[SPEAKER_01]: And his own example with coin-based being if this doesn't pass I got to start you know outsourcing this stuff to add to the country Thus you know less jobs inside the country less GDP and I think a lot of companies would probably follow suit because they want to you know Just avoid the Legality of not running their business properly inside the United States leaving them open for prosecution

34:20.622 --> 34:25.544
[SPEAKER_02]: I have to laugh because the great of these put all here is watch out for this crypto bros.

34:27.705 --> 34:32.186
[SPEAKER_00]: I don't know that that like gave me a sincere chuckle while you're talking.

34:32.846 --> 34:38.929
[SPEAKER_02]: The clarity act sticky right now, man, I mean we have what don't august the seventh earlier this week.

34:39.329 --> 34:46.071
[SPEAKER_02]: We've get into a lot of positive news about the ethics provision was being agreed upon or looked positive.

34:46.151 --> 34:47.652
[SPEAKER_02]: I don't even know what to believe anymore.

34:48.092 --> 34:57.039
[SPEAKER_02]: Then John Thun, the Senator Majority Leader, basically said, I think yesterday that he doesn't think it's going to get done before the summer recess, which I think is a key date.

34:59.343 --> 35:05.505
[SPEAKER_02]: I'm not sure who knows, maybe these guys are juice in the polymarket books and they know it's going to the Senate floor.

35:05.525 --> 35:17.649
[SPEAKER_02]: I think once it gets to the floor, skate pass, I am, I believe very strongly that the Clarity Act is going to get done eventually, I'm just really unsure of the timeline.

35:17.749 --> 35:20.130
[SPEAKER_02]: I think it's a huge step because it's

35:21.291 --> 35:32.664
[SPEAKER_02]: It was just a few years ago when we were talking like the United States wanted the band Bitcoin and get rid of crypto and digital assets were going to zero now We're now we're really putting a lot of guardrails in place.

35:32.684 --> 35:36.910
[SPEAKER_02]: We've all these big institutional buyers and holders there.

35:37.050 --> 35:40.073
[SPEAKER_02]: I mean, this isn't going anywhere in the clarity act needs to get done

35:40.734 --> 35:46.820
[SPEAKER_02]: I don't know if it's a get number for August 7th, I wonder what's your thought, I'm gonna see it.

35:46.880 --> 35:56.050
[SPEAKER_01]: Yeah, I do have a thought, I do have a thought, again, back to the conference this week as we give you little breadcrumbs for the teas at the end of the show.

35:56.090 --> 36:04.158
[SPEAKER_01]: We sat down, I had coffee with John Dagestino, who came on the podcast a couple of weeks ago, he's with Coinbase.

36:05.238 --> 36:12.142
[SPEAKER_01]: He said I believe head of their institutional investments as his title, and we were kind of kicking around.

36:12.162 --> 36:19.546
[SPEAKER_01]: It was Bryce Scott Melker, myself and John Dagestino, I mean, where would you want to be in the crypto world just a meeting of the minds?

36:19.666 --> 36:20.306
[SPEAKER_01]: Unbelievable.

36:20.827 --> 36:27.250
[SPEAKER_01]: This is what you get when you tune into crypto 101 and in a part of the community, you get that type of access and feedback.

36:27.630 --> 36:53.451
[SPEAKER_01]: from when we go to these places is so John had an interesting point he said hey you know if you asked me this question three months ago about the Clarity Act I would have told you everybody you know the polymarket odds were spitting between you know we've pulled them up right 35 to 50 percent mostly under 50 percent I would have told you three months ago inside of Coinbase you know at the higher-ups thought this was going to get done and you know the general public thought it wasn't

36:56.413 --> 37:17.869
[SPEAKER_01]: the odds went back to 50 and it felt like on the timeline there was some news and all the sudden you know the timeline felt like this was getting done and this was going through and he said by inside you know our doors it was flipping the other way they thought it wasn't and now I looked at I just pulled it up right now I think it's at like 30 percent on polymarket

37:20.135 --> 37:22.996
[SPEAKER_01]: Yeah, I, it's definitely not, I don't think there's any movement.

37:23.016 --> 37:23.616
[SPEAKER_01]: What, what's scary?

37:23.636 --> 37:26.857
[SPEAKER_01]: Moochie said that clip was from yesterday or maybe two days ago.

37:27.217 --> 37:28.977
[SPEAKER_01]: And he's like, we got to hear on Thursday.

37:28.997 --> 37:31.558
[SPEAKER_01]: Yes, those from Wednesday afternoon, that's scary, Moochie clip.

37:31.918 --> 37:36.159
[SPEAKER_01]: And he was saying Thursday, you have to hear that they're doing the provisions, to bring it to the floor, so we didn't hear that.

37:36.199 --> 37:37.620
[SPEAKER_01]: So this isn't going to the floor.

37:38.120 --> 37:40.240
[SPEAKER_01]: The, again, I don't have a guarantee on that.

37:40.700 --> 37:45.422
[SPEAKER_01]: But it feels like the August deadline for a four vote is not going to happen.

37:45.442 --> 37:46.762
[SPEAKER_01]: So this gets kicked into the fall.

37:47.182 --> 37:51.424
[SPEAKER_01]: And then is it something that anybody wants to even touch before mid-terms?

37:51.464 --> 37:58.887
[SPEAKER_01]: That's a tough, tough point, kind of the scaremer which is point of, you know, the young Democrats don't want to vote against this thing.

37:59.388 --> 38:00.628
[SPEAKER_01]: They'd rather just not vote.

38:00.688 --> 38:07.911
[SPEAKER_01]: So I, there's this blockade to not even get it to the floor because if it gets to the floor, they feel like they might have to vote.

38:07.931 --> 38:13.574
[SPEAKER_01]: Yes, to avoid these packs, but the main goal would be like, let's just not get this thing to the floor and we don't have to worry about it.

38:14.074 --> 38:18.135
[SPEAKER_01]: So my official is, yeah, this isn't going to happen.

38:18.736 --> 38:22.337
[SPEAKER_01]: I would not, we always talk about that show.

38:22.357 --> 38:26.498
[SPEAKER_01]: We're Brendan and I were on a dip to like 32 or 35% live on air.

38:26.538 --> 38:27.418
[SPEAKER_01]: And I was like, I'd buy that.

38:27.579 --> 38:28.639
[SPEAKER_01]: That was back in January.

38:29.199 --> 38:31.540
[SPEAKER_01]: And that would have been a good buy if you wanted to trade that in an out of it.

38:31.960 --> 38:33.721
[SPEAKER_01]: I would not buy it here at 30%.

38:34.201 --> 38:38.422
[SPEAKER_01]: I don't, I don't see the, I don't see the clear path for this thing.

38:38.562 --> 38:43.084
[SPEAKER_01]: I think it's too radioactive to even get to the floor at this point.

38:44.501 --> 39:10.610
[SPEAKER_01]: but yeah, but teaser sorry teaser again back to the conference and Bryce sat down I'm going to pull the exact name for everybody here Bryce sat down with Christopher Giancarlie's this strategic strategic senior advisor to Potomac global partners but he's more importantly the former CFTC chairman so Bryce and I sat down with him an amazing conversation 30 minutes and we've talked specifically about the clarity acts

39:14.051 --> 39:35.666
[SPEAKER_01]: you're going to want to subscribe, you're going to want to turn notifications because over the next couple of weeks, we haven't all these interviews released in the former CFTC chairman was talking about the Clarity Act and he was just looking past it because he was like, listen, we just need to get past this because we believe we have the people in place at the SEC, we have the people in place at the CFTC to help set the guardrails over the next two years.

39:35.706 --> 39:41.510
[SPEAKER_01]: Clarity would be great, but if it doesn't pass, he painted a great thesis of why he's still bullish, still investing,

39:43.151 --> 39:48.014
[SPEAKER_01]: So I thought, I was sitting there, you know, producing this interview, really just watching as a listener.

39:48.534 --> 39:51.016
[SPEAKER_01]: And I was, he was making some really good points.

39:51.036 --> 39:52.396
[SPEAKER_01]: So I thought that was really interesting.

39:52.417 --> 39:57.339
[SPEAKER_01]: It feels like that's, you know, if this isn't going to go, you're going to just not hear about it anymore.

39:57.479 --> 40:06.105
[SPEAKER_01]: And it's going to be a go-to-work moment for the people that are in the administration now, your SEC chairman, your CFTC chairman, to try to build the rules of the road.

40:06.985 --> 40:24.429
[SPEAKER_01]: for this space over the next two years, because the goal could be, as you, I guess we're just kind of continuing on here with the show, is these companies that you see, I'll pull up the Goldman Sachs, one right Goldman Sachs, supporting clarity, Coinbase, supporting clarity, JP Morgan, building tokenized stocks.

40:24.729 --> 40:34.692
[SPEAKER_01]: So you have a chance here to build some rules of the road with the administration officials that are already in place to possibly get to the point where tokenization, blockchain,

40:37.032 --> 40:43.978
[SPEAKER_01]: could be implemented so deep into the system that in three years time, let's just say the Democrats sweep.

40:44.579 --> 40:47.261
[SPEAKER_01]: It's actually too ingrained to the system blind.

40:47.482 --> 40:52.586
[SPEAKER_01]: So just because the clarity doesn't go through, it's not the death of the industry.

40:52.606 --> 40:54.688
[SPEAKER_01]: It was the summary and gave the thesis.

40:54.788 --> 40:55.429
[SPEAKER_01]: It's really good.

40:55.489 --> 41:01.054
[SPEAKER_01]: So it's something to be excited about to go listen to that episode and get that information, get that thesis.

41:02.097 --> 41:03.138
[SPEAKER_02]: I'll be tuning in, man.

41:03.378 --> 41:12.462
[SPEAKER_02]: I learn a lot from all the interviews you guys produce, and I think this is really interesting to see your Goldman Sachs saying that, you know, we need to get moving on with the clarity act.

41:12.482 --> 41:16.524
[SPEAKER_02]: So we're starting to see some people that were on one side flipping on to the other side.

41:17.125 --> 41:22.968
[SPEAKER_02]: And I agree with that entire assessment, I think the clarity act will eventually get done.

41:23.128 --> 41:25.249
[SPEAKER_02]: I think it's too baked in, but

41:25.829 --> 41:51.510
[SPEAKER_02]: probably not before August the seventh and I've heard that it's going to be tough in 2026 if it's not before the summer recess but you never know man we really don't that's why we're going to report on it every single week and keep close tabs on it but that that's where we're at right now and I feel okay because the market seems to be kind of digesting it better than I would have probably expected right um again was the market before we're looking

41:52.579 --> 42:14.907
[SPEAKER_01]: Yeah, a great question that Habeesh in the comments says the crypto bros are gonna get a clarity one way or another Yes, that is the summary of what I just said most simplest of terms But to build on the point of people are just continuing to build in this space moon pay partners with discover What else do we got Amazon Amazon hiring Bitcoin and crypto ecosystem lead

42:15.907 --> 42:27.661
[SPEAKER_01]: to drive thick blockchain integration and then I saw this one Michael Seller announced a strategy black rock fidelity coin baser pledging upwards of 15 million to support open source Bitcoin development for the decades of head.

42:28.081 --> 42:33.667
[SPEAKER_01]: Again, it's just these little tidbits, the storylines that keep funneling out that it's hard.

42:34.488 --> 42:35.309
[SPEAKER_01]: it's hard to ignore.

42:36.550 --> 42:39.312
[SPEAKER_01]: It's hard to ignore even though again the price action hasn't been that way.

42:40.393 --> 42:44.076
[SPEAKER_01]: Just to wrap us up here, let's see, where are we at, time wise?

42:44.296 --> 42:52.142
[SPEAKER_02]: Yeah, I just want to call out this like a sailor, strategy, black rock fidelity and coinbase, this $15 million support.

42:52.182 --> 42:59.548
[SPEAKER_02]: This is also to help build it around, like quantum and quantum resistance, and all of that has been like a buzzword this year to just scare people,

43:04.131 --> 43:24.342
[SPEAKER_02]: this is just to go to show you that this had a lot to do with it that they're moving forward with being proactive so that's not an issue down the line so I actually this is one of my favorite things I saw on the timeline today because I think it's just we need to see some just movement it might be boring but we need to see some movement by the major players out there to be

43:25.603 --> 43:36.619
[SPEAKER_02]: I'm proactive about quantum and a lot of different security measures and this is great to see I was I this is one of my favorite things I saw in the news and other than you know jimmy

43:37.700 --> 43:41.302
[SPEAKER_01]: Yeah, you got all the homogeneity for sure, for sure.

43:42.503 --> 43:44.004
[SPEAKER_01]: Let's wrap this up.

43:44.024 --> 43:51.808
[SPEAKER_01]: The outie summits, I know I kind of teased it throughout the show, just to kind of give a full overview of what we were doing.

43:51.929 --> 43:56.891
[SPEAKER_01]: So let's see Bryce here, let's pull up this tweet.

43:57.312 --> 43:58.512
[SPEAKER_01]: So we had an awesome setup.

43:58.612 --> 44:00.574
[SPEAKER_01]: So it was the outie summit presented by the tie.

44:01.995 --> 44:09.045
[SPEAKER_01]: we love the time of great relationship with the tie um they had they had us out to Long Island it was the North Fork of Long Island out in a winery

44:10.281 --> 44:12.262
[SPEAKER_01]: Um, it was very, it was very intimate.

44:12.322 --> 44:17.343
[SPEAKER_01]: So, you know, long-term workers of the show, no price and I did consensus a couple years ago.

44:17.363 --> 44:18.424
[SPEAKER_01]: We went down to Austin.

44:18.784 --> 44:22.425
[SPEAKER_01]: I think we nailed, you know, again, there's like 20 something interviews over a couple days.

44:22.845 --> 44:25.306
[SPEAKER_01]: And consensus is big, like everybody's there.

44:25.486 --> 44:26.426
[SPEAKER_01]: And it's huge.

44:26.446 --> 44:30.988
[SPEAKER_01]: It's at a comm, you know, as in the, you know, the convention center, there's thousands of people.

44:31.728 --> 44:36.710
[SPEAKER_01]: I remember we saw Shane from Polymark at Speak, before Polymark, it was huge.

44:36.750 --> 44:37.530
[SPEAKER_01]: That was really cool.

44:40.243 --> 44:43.505
[SPEAKER_01]: the things that are great about them, but they're also very big.

44:43.965 --> 44:50.989
[SPEAKER_01]: And so you have literally, you know, anybody can buy a ticket, anybody can get in, and we're compared to this.

44:51.049 --> 44:51.850
[SPEAKER_01]: This was very intimate.

44:51.870 --> 44:52.770
[SPEAKER_01]: This was invite only.

44:53.331 --> 44:56.252
[SPEAKER_01]: And so, crypto 101, specifically Bryce was invited.

44:56.993 --> 45:01.716
[SPEAKER_01]: And Bryce tagged along me as handy producer to go do some content.

45:01.736 --> 45:02.416
[SPEAKER_01]: So we banged out.

45:02.436 --> 45:04.657
[SPEAKER_01]: I think we got like 18, 17, 18 interviews over two days.

45:07.559 --> 45:11.442
[SPEAKER_02]: At the grind for the boys, that's a lot of chitchat.

45:11.982 --> 45:21.829
[SPEAKER_01]: It was a lot and we're really excited and we're obviously very busy with Bryce doing the fun and having the community and everything that we do day to day, but

45:23.430 --> 45:30.897
[SPEAKER_01]: Sometimes we bet backlog interviews and, you know, you might hear something that's a, you know, two or three weeks old, you know, sometimes for the interviews, not the run-downs.

45:30.917 --> 45:32.858
[SPEAKER_01]: That's why we do the run-downs to keep everything fresh.

45:33.459 --> 45:37.522
[SPEAKER_01]: But we don't want to necessarily hold these for too long because we think they're so important.

45:37.542 --> 45:43.127
[SPEAKER_01]: So if you're somebody that likes to listen to crypto 101 consistently, you're in luck, you're going to be getting a ton of content.

45:43.147 --> 45:49.393
[SPEAKER_01]: And if you're somebody that's at the back end of this episode and you kind of skip around in mismap episodes, obviously on bias, I highly suggest.

45:50.353 --> 46:03.697
[SPEAKER_01]: Over the next couple of weeks checking out our feed and doing your due diligence and listening to all of them And if you can't listen to all of them, definitely go click through read who they are and pick out your favorites Because again, Franklin Templeton sent their whole entire team.

46:04.077 --> 46:07.818
[SPEAKER_01]: We sat down with three people from Franklin Templeton We sat down with Monead.

46:08.178 --> 46:09.979
[SPEAKER_01]: We sat down with Folk and Falcon X

46:10.699 --> 46:27.401
[SPEAKER_01]: uh... we sat down frankly crypto like i just said uh... let's see who else do we sit down with near we have the near team uh... i talked to about christopher john carlow patomic partners former cftc chairman uh... we did monarch asset management dragonfly multi-coin capital

46:29.062 --> 46:33.684
[SPEAKER_01]: Again, these are heavy, heavy hitters in the space and if you're seeing there like, oh, I don't know those names.

46:33.744 --> 46:35.324
[SPEAKER_01]: It's like, well, that's, you know, that's okay.

46:35.344 --> 46:36.344
[SPEAKER_01]: You don't have to know those names.

46:36.364 --> 46:41.446
[SPEAKER_01]: They're not the coin bases, the robin hoods or the people out front, you know, these are the people behind the scenes.

46:41.826 --> 46:48.628
[SPEAKER_01]: They're building, they're investing in their fund managers, so they're taking hundreds of millions of dollars, billions of dollars of capital and deciding.

46:49.063 --> 46:50.364
[SPEAKER_01]: where to put it in the space.

46:50.704 --> 47:02.130
[SPEAKER_01]: And so those people are the people building the foundation for the future of the space, because they're giving out the capital and choosing where to invest in capital as money, capital's energy to go and continue to build.

47:02.190 --> 47:11.755
[SPEAKER_01]: So a lot of behind the scenes information to come of the people making decisions, but more importantly, the people making decisions of where these billions of dollars are going.

47:12.235 --> 47:20.127
[SPEAKER_01]: And so I think that's worth listening to help build your thesis as we continue through the bear market, but put forward on the last into the future of crypto.

47:21.760 --> 47:22.160
[SPEAKER_02]: I love it.

47:22.621 --> 47:25.663
[SPEAKER_02]: The Crypto Bros man, just moving markets.

47:26.583 --> 47:28.304
[SPEAKER_01]: The Crypto Bros are here.

47:28.384 --> 47:29.865
[SPEAKER_01]: So really appreciate everybody tuning it.

47:29.925 --> 47:30.546
[SPEAKER_01]: One last call.

47:30.606 --> 47:31.326
[SPEAKER_01]: Give us a thumbs up.

47:31.706 --> 47:32.207
[SPEAKER_01]: Bottom right.

47:32.587 --> 47:33.988
[SPEAKER_01]: Hit the subscribe button.

47:34.148 --> 47:34.708
[SPEAKER_01]: Again, go down.

47:34.728 --> 47:37.530
[SPEAKER_01]: If you want more of Brian and Joe, we got the $1 trial there for you.

47:37.550 --> 47:38.351
[SPEAKER_01]: Go down in the description.

47:38.411 --> 47:39.131
[SPEAKER_01]: Check out that link.

47:39.151 --> 47:48.437
[SPEAKER_01]: If you're interested, look forward to producing and giving you guys all this content over the next couple weeks that act the YouTube and the feed is going to be super, super active.

47:48.897 --> 47:49.218
[SPEAKER_01]: Active.

47:49.958 --> 47:51.119
[SPEAKER_01]: like it's never been before.

47:51.499 --> 47:53.721
[SPEAKER_01]: The most active, the feed will ever be.

47:54.602 --> 47:55.103
[SPEAKER_01]: It's Friday.

47:55.123 --> 47:57.545
[SPEAKER_01]: I hope you guys all have a great summer Friday, summer weekend.

47:57.845 --> 48:01.568
[SPEAKER_01]: We'll be back next week with a ton of interviews like I said plus some rundowns.

48:01.969 --> 48:03.330
[SPEAKER_01]: We will see you all later.

48:03.390 --> 48:04.050
[SPEAKER_01]: Enjoy the weekend.

48:04.231 --> 48:04.851
[SPEAKER_01]: That's all for now.

48:05.051 --> 48:05.572
[SPEAKER_01]: Bye, everybody.

