WEBVTT
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We got a lot to talk about today.
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If you're just coming in from the Twitter noti, welcome.
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We are going to start with the Russian plague.
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We're going to talk about we're going to talk about the Russian plague and the Brazilian stock market to start.
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That's how we're going to start.
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Okay.
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We're going to talk about Pokemon cards.
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We're going to talk about the CFTC.
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Quick update on the golden era of modded games.
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Dude, I'm kind of fired up to buy Roblox right now.
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I just watched this video.
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Look at it.
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I just saw this video and it's fucking nuts.
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It's in my bookmarks right now.
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Um, this thing Retro Dodo, which I don't even know what it is.
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Pokemon Arena 2D looks set to shake up the fan game scene.
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This is just some like AI mini-game thing that they coded.
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Look at this.
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Tech is obviously good enough for AI gaming renaissance.
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It's time.
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I mean, we're 10 years due.
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Gaming has been a disgrace for a decade.
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Genuinely.
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And I think it's here.
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What I am watching with this modded gaming ecosystem pop up on socials is nuts.
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Um, I saw this and it fucking fired me up.
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And it brought me back to what we talked about yesterday, where Unity, Gavin Baker's, I don't know, fifth biggest holding maybe is up, is ripping.
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Number one, look at this.
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Chart looks just unbelievable.
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And then number two is Roblox, which does not look unbelievable at all.
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But I I I'm into it.
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I'm into the Roblox season right now.
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I remember Rasmus wrote an article about it a couple months ago.
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Maybe he was just like a little bit too early.
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But chart looks terrible.
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It has Nike PA, but it's interesting to me.
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It is absolutely interesting.
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So I want to start with what's going on in Russia.
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Has anyone followed this?
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The Russian plague outbreak.
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Okay.
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Not exactly what you want to hear on any given day, especially when you have a lot of leverage coins.
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But a researcher at Russia's anti-plague research institute in I'm not even gonna try Siberia has died after contracting pneumonia of an unknown cause following a suspected laboratory incident.
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Incident.
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Accident, excuse me.
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They said the 28-year-old woman may have died from plague while health authorities said the situation remains stable and close contacts have tested negative.
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So, first of all, not here to do conspiracies because I don't got a great one for you, but the whole thing just feels a little bit off.
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Feels like it came out of nowhere.
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And I'm pretty anti-global sickness at this point.
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Like I'm I'm I'm gonna just be a pandemic denier until I'm coughing up blood, sort of work.
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And in 2026, it's kind of like, you know, coughing up blood, knock on wood, or I'm I'm going out, I'm going to the gym.
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I was trying to figure out why is everyone freaking out about this?
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Okay, rest in peace.
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One woman died, and I think so.
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Okay, five hospitals have been closed for quarantines.
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One woman died, and they went like crazy lockdown in Russia.
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Um, five hospitals have been closed for quarantine in Siberia due to a possible plague outbreak.
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A 28-year-old um lab technician, Daria, died yesterday after breaking a test tube with in the anti-plague institute on September 25th while handling samples.
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A mask mandate has now been introduced at the huge aluminum plant in in Russia.
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Some U.S.
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politicians are now calling for commercial air travel to and from Russia to be stopped until the situation is clarified.
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The first symptoms of the pneumonia plague typically start about four to seven days after exposure.
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200 people are under observation.
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First of all, pneumonia is nasty.
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Okay, I had pneumonia once when I was in uh it's like the worst bronchitis, right?
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I had I played a basketball game with pneumonia when I was in a junior in high school.
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It was it was nasty.
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I was like fucking coughing up.
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Like it was it was fucking dark.
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I was I was really sick, but I hooped.
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But pneumonia is nasty, first of all.
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People you can get like really sick from pneumonia.
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Number one.
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Number two is I was trying to figure out why is everyone freaking out.
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Like, why are they calling it a plague versus a pain?
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Like, why is it a plague?
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They called it like you know, coronavirus.
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Why is it a plague?
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Well, they're calling it a plague because the woman that died worked at the anti-plague institute in Russia, and she dropped a test tube of glass with a plague in it and conducted it or and and caught it and died.
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I didn't really process that one at first, and so then this clip, I wasn't really paying attention to this at all.
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And then I saw this Trump clip.
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Well, I I hate to see them having a rough interrupt disease, you know, that's a disease we used to be able to control, but somehow those microbes have gotten stronger and brought up like an army.
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We used to be, I mean, he's talking about about this like he got a crazy briefing.
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And then we don't have to say medical with with even with great advancement, germs have really become relatively stronger than they were.
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They don't work as well anymore.
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He doesn't talk about anything like this.
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So he did this interview, and everyone's like, wait, what Trump basically comes out and was like, Yeah, yeah, yeah, we used to have the tech, but they pass we they buffed it, and we don't got the tech anymore.
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This thing might fuck you all up.
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And it's like, what are you talking about?
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And so this was the Trump speech that got people like up in fucking arms.
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And I believe there's been a second case of the Russian plague, and maybe a second person that had died.
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And so this was on the stream document yesterday.
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I ignored this because I'm like, dude, you can't get me to it's like you want me to care about rates, I don't give a fuck.
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You want me to care about oil price?
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Like, I care, but like it's not gonna shake me out of my leverage coins.
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And then it's like, you want me to care about oil, I don't.
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I don't have a car, cues are all-time highs.
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You want me to care about you know, midterms as a bear case, I don't.
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You want me to care about insert 30 different bear cases that I'm supposed to care about, but something about the Russian plague has got me like a little bit not feeling great about it.
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Russian media claims a second victim has died from plague outbreak at an infection zone hospital as Kremlin scrambles to cover up the details.
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And it's like the thing about the market is the market wants to go as high as possible with as few people in as possible.
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And it gets to a point where if you really refuse to sell your leverage, they they're dropping new diseases.
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Another day, another just crazy onslaught of news from Pokemon Card World.
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Uh it's insane.
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Number one is Fidgetals is on my feed as the most downloaded app in the US app store.
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I don't know if this is true, but somebody figured out how to take a screenshot of it.
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And this gotcha stuff again.
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I I don't think it's good for the world, but it just gets bigger every day.
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I mean, it gets bigger every single day.
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But I saw this sale that was just sold.
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Um, I see multiple of these posts every day.
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This Flareon 1999 Jungle First Edition sold for a hundred thousand dollars, and it most recently had a sale for$3,500 in September.
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It's like it it actually doesn't stop.
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We looked at Rasm, we looked at your card your card by the way, your Pikachu sold for like$40k the other day.
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I mean, it it just like doesn't stop.
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Oh fuck.
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Um stop fucking over five seconds.
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That's always stopped fucking over this power.
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It's probably my phone because I think you see the second thing you want to buy, sell trade.
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If you can buy it, if you can trade it, you can sell it, you can make money on it, lose money on it.
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You can do it on Phantom World.
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It is 9 30.
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Hey, I am on Tuesday, October 6th.
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And then the stock market.
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Let's go.
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SPX open's up 0.66%.
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Look at that fucking chart.
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Look at that chart.
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Uh, the cost began yesterday's session was down 0.89.
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Photomic TTF is up one.
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Neil Claudy DF is up 1.8.
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Q's are up 0.6, Stocks was up 2.3.
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Nuts.
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IGV's up one.
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What a fucking chart on the IGV, by the way.
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We buying software, boys.
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Look at this.
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What a chart on the IGV.
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Bags are up 0.5 and look great.
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Dram is down 0.78.
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I usually say DRAM.
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Frank convinced me to say dram, and I just like the way DRAM feels off my mouth.
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Pause.
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IBB is up 0.57.
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BTC on New York Open is green, not by much.
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86-1.
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There will be a morning where this coin goes up during stock market open.
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You know it doesn't matter until 10:30.
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And once it breaks 87, oh, what are they hiding above 87?
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We're about to find out.
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Zcash, the coin I'm leveraged long again.
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I sold it, but I just really wanted to farm YouTube views.
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VV V286, 827, pump 62.
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Hypes at 93.3.
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I think it's probably time for hype and Zach to lead us to victory again.
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Um, almost four on lit.
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Silver's up 0.3.
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Yield 30 years up 0.05, 10 years down 0.3, and two years down 0.2.
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Stretch is about to peg.
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Bix is down one.
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Gold's up half.
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Monero flat.
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XRP flat.
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Near is down two.
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Oh, strong in the open, but it doesn't matter till 1030.
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Jane tree is in the books, and they're cooking you.
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They're cooking you.
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All right.
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Oil, Brent's down two and a half.
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Crewed is down 1.6.
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Defense, Raytheon's up 0.3.
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Palter is up 1.2.
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Northrop's flat.
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Lockheed is flat.
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Cerebris.
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Oh, wait.
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Big AI.
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Robostrategy biggest gainer.
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Why?
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Up six.
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Space got crushed yesterday, but looks better today.
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ASTS up six.
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Firefly's up five.
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Redwire is up five.
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Rocket Lab is up 3.6.
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Pawns just added a coinbase.
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Does anybody care about pawns on Coinbase?
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Let's check.
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Thread, my teacher said she hopes the Trojan horse was real and thinks it's super cool.
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I fuck with her, bro.
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No, nobody cares.
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Pawns of the big two six on Coinbase?
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Come on, bro.
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Say it all my favorite words.
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Bloom.
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Ugh, god.
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Technically 1.25.
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Marvell's up four.
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Stell's up three.
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Cloudfire two.
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SpaceX 1.5.
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Look at the SpaceX chart.
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Pretty nasty, guys.
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Pretty nasty.
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Oracle's up two AMD flat.
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Nvidia new all-time high.
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That's 241.
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That's up 1.1.
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Remember when I sold my NVIDIA way too early?
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Nokia's up 1.3.
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Microsoft is up one.
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Shaw's up 1.6.
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Intel's up one.
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Tesla's up one.
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QCon's up one.
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IBM is up half.
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Apple is flat.
00:10:28.720 --> 00:10:32.399
I am hearing terrible reports of the new iPhone 18, by the way.
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I don't know if uh I'm alone in that.
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I'm hearing it's a piece of shit.
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Nokia is up 1.3, Microsoft's up one.
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So Rebus is down one.
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Micron's down half.
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Sand disk is down one.
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By reports, you mean the one basics in Z Tweet?
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Yeah, that's exactly what I mean.
00:10:48.639 --> 00:10:54.399
Um, Sandisc is down one, meta's up 0.6, and Lumentum is up 0.3.
00:10:55.039 --> 00:10:55.519
Wow.
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Do we trust this, boys?
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I don't know.
00:10:57.919 --> 00:11:01.679
People are bearish and they just sound ridiculous to me.
00:11:02.000 --> 00:11:04.879
How you could be bearish in this market right now.
00:11:05.279 --> 00:11:08.480
Bitcoin six eighty-six four.
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I I just it's just like, correct me if I'm wrong, but this is the chart that you are uh bearish on.
00:11:16.000 --> 00:11:17.679
This I don't know.
00:11:17.759 --> 00:11:19.200
Don't trust the move on the open.
00:11:19.279 --> 00:11:26.720
It it it's gonna go to it's gonna go to 84 and we're gonna be miserable, so just don't trust it.
00:11:27.120 --> 00:11:29.840
Um mag's at point five, drain at 1.5.
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Ugh.
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Soxil's still green, but it doesn't look great.
00:11:35.919 --> 00:11:37.840
Um oh, mrna.
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Give me a break, dude.
00:11:39.600 --> 00:11:41.600
We're not doing this vaccine shit again.
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Come on.
00:11:42.480 --> 00:11:43.519
Give me a break.
00:11:43.759 --> 00:11:44.720
Give me a break.
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Consumer, everything in between.
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Denial phase.
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Come on, bro.
00:11:49.600 --> 00:11:51.440
I can't do another pandemic.
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I can't.
00:11:52.559 --> 00:12:03.039
Uh Butterfly's up four, Nebi is up four and a half, AMC up three and a half, core we've up three, Shopify up two and a half, MSTR up two, circle up two, uh TV's up two, Coinbase is up two, hood up 1.3.
00:12:03.279 --> 00:12:07.200
Yo, deadass, once this pandemic shit's over, I'm about to get get in the gym and get my life together.
00:12:07.360 --> 00:12:08.639
Uh, stub's up one.
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Fuck that company.
00:12:09.919 --> 00:12:10.720
That's up five dollars.
00:12:10.799 --> 00:12:11.519
What a joke.
00:12:11.759 --> 00:12:13.519
Nike down 1.2 every day.
00:12:13.600 --> 00:12:16.480
Unity's down 0.7, blocks is down 1.5.
00:12:17.039 --> 00:12:18.960
Once this once this lockdown is over, bro.
00:12:19.039 --> 00:12:20.879
I'm about to get a girl and get my shit right.
00:12:21.120 --> 00:12:22.799
Rivian's up 0.4, who cares?
00:12:22.879 --> 00:12:24.000
Lily's up one.
00:12:24.480 --> 00:12:29.679
Um, altcoins, biggest gainer, kinetic, Zach, Avax, Sky Tawn.
00:12:30.159 --> 00:12:32.000
Zero's up one, Doge is up one.
00:12:32.320 --> 00:12:34.480
Biggest loser, Monad down eight.
00:12:34.639 --> 00:12:36.000
Bitcoin opens a thing of beauty.
00:12:36.080 --> 00:12:36.639
Come on, bro.
00:12:36.720 --> 00:12:38.480
Just let it retrace.
00:12:38.639 --> 00:12:42.240
Let it retrace and just don't say anything.
00:12:42.399 --> 00:12:45.279
It's it's just gonna hurt less if you do it like that.
00:12:45.759 --> 00:12:49.440
Um, Arb down three, eight plasma is just the worst coin ever.
00:12:49.759 --> 00:12:51.360
Uni's down two, chip.
00:12:51.679 --> 00:12:54.639
Yeah, I think chip is is a new coin good example.
00:12:54.799 --> 00:12:55.600
People like chip.
00:12:55.679 --> 00:12:56.559
I don't mind chip.
00:12:56.720 --> 00:12:58.159
Um, Marvell mooning.
00:12:58.240 --> 00:12:58.799
What do we got?
00:12:58.960 --> 00:13:03.120
Sorry, I'm refreshing my YouTube views because I'm a dopamine addict, even though I'm on stream.
00:13:03.440 --> 00:13:06.639
Marvell is in fact mooning.
00:13:06.879 --> 00:13:07.279
Why?
00:13:07.440 --> 00:13:09.360
Why, why, why, why?
00:13:09.919 --> 00:13:11.279
No, unclear.
00:13:11.440 --> 00:13:12.720
No news, just green.
00:13:12.960 --> 00:13:13.279
Let's see.
00:13:13.360 --> 00:13:14.639
High time for Marvell.
00:13:14.879 --> 00:13:15.279
Wow.
00:13:15.600 --> 00:13:16.240
Look at that.
00:13:16.559 --> 00:13:17.840
All right, we're not imagining to open.
00:13:18.000 --> 00:13:18.879
Let's look on Dream.
00:13:19.039 --> 00:13:20.879
Pawns, Coinbase listing, nobody cares.
00:13:21.120 --> 00:13:21.919
Here's Marvell.
00:13:22.000 --> 00:13:23.200
Thank you, thank you, thank you.
00:13:23.440 --> 00:13:23.759
Wow.
00:13:24.159 --> 00:13:24.960
I 34.
00:13:25.200 --> 00:13:26.559
I am rips off of that, huh?
00:13:26.879 --> 00:13:27.840
Increase a revenue guide.
00:13:27.919 --> 00:13:28.480
Nice, nice.
00:13:28.879 --> 00:13:31.039
Cards look s let me do it, bro.
00:13:32.000 --> 00:13:34.080
Um, Orbio 51.
00:13:34.399 --> 00:13:35.039
Stonk.
00:13:35.279 --> 00:13:38.639
It looks uncomfortably similar to this, just a little bit higher.
00:13:38.799 --> 00:13:41.039
Just the like aggressive leg down.
00:13:41.440 --> 00:13:43.120
Paid, ugh, dead.
00:13:43.279 --> 00:13:45.039
IMD 53.
00:13:45.120 --> 00:13:45.919
That looks nice.
00:13:46.080 --> 00:13:47.279
Mask 29.
00:13:47.519 --> 00:13:49.200
Cash Cat 150.
00:13:49.360 --> 00:13:50.960
Neat 40.
00:13:51.279 --> 00:13:53.840
Agencies got pretty cooked, I think.
00:13:54.320 --> 00:13:55.759
Uli 78.
00:13:55.919 --> 00:13:57.519
FWA 14.
00:13:57.679 --> 00:13:58.080
What else?
00:13:58.240 --> 00:13:59.759
K coin 60.
00:13:59.919 --> 00:14:01.279
All my friends love K coin.
00:14:01.600 --> 00:14:02.799
Mars 110.
00:14:03.120 --> 00:14:05.200
Useless 230.
00:14:05.360 --> 00:14:05.840
Not bad.
00:14:06.000 --> 00:14:06.559
Z cat.
00:14:06.879 --> 00:14:07.360
How about it?
00:14:07.519 --> 00:14:08.960
Answer 140.
00:14:09.200 --> 00:14:12.080
Boner coin 63.
00:14:12.399 --> 00:14:13.120
A shuffle.
00:14:13.440 --> 00:14:13.679
Yeah.
00:14:13.919 --> 00:14:15.360
Nasty retrace on that.
00:14:15.519 --> 00:14:19.840
Uh I guess you could have longed a Toge candle, to be honest, but what are you gonna do?
00:14:20.240 --> 00:14:22.240
Is there anything else we care about?
00:14:22.480 --> 00:14:22.799
Moo.
00:14:23.120 --> 00:14:24.159
This thing looks pretty dead.
00:14:24.480 --> 00:14:26.320
What was that thing that got destroyed yesterday?
00:14:26.480 --> 00:14:27.360
Zip zip coin?
00:14:28.320 --> 00:14:28.720
Is that right?
00:14:29.519 --> 00:14:30.720
Z C look at this.
00:14:30.799 --> 00:14:33.120
I got I went from 36 to 8.
00:14:33.519 --> 00:14:34.320
It was gnarly.
00:14:34.399 --> 00:14:35.759
Um plague on Robin Hood.
00:14:35.919 --> 00:14:37.200
Oh my god, Bitcoin, please.
00:14:37.600 --> 00:14:38.879
Plague on Robin Hood.
00:14:39.120 --> 00:14:39.679
Not bad.
00:14:39.840 --> 00:14:40.879
Check Lily.
00:14:41.200 --> 00:14:42.000
Is it ripping?
00:14:42.159 --> 00:14:42.320
Really?
00:14:42.639 --> 00:14:43.759
I feel like Lily doesn't move.
00:14:44.159 --> 00:14:44.960
1.7, nice.
00:14:45.200 --> 00:14:47.679
Pretty boring couple stock days.
00:14:47.759 --> 00:14:50.240
If I'm uh not missing anything major.
00:14:50.480 --> 00:14:56.159
Or Vell expects probably 20 billion FY28 revenue up from 18.
00:14:56.240 --> 00:14:58.879
And see 70 to 90 by FY31.
00:14:59.039 --> 00:15:00.960
Can't you just like make can you just like say shit?
00:15:01.120 --> 00:15:10.240
Open An talks of multiple investment funds from the uh United Arab Emirates, including Abu Dhabi based MGX, to help anchored 30 billion round of financing for the ChatGut maker.
00:15:10.320 --> 00:15:11.120
Wow, that's big.
00:15:11.279 --> 00:15:13.840
They're trying to send crypto like they sent the AI bottleneck.
00:15:13.919 --> 00:15:15.120
So today's action just the beginning.
00:15:15.200 --> 00:15:21.440
The TFCC started a process of addressing gaps in crypto asset market structure and creating clear rules of the road for innovators and market participants.
00:15:21.679 --> 00:15:30.159
We haven't solved every problem, nor agency action substitute indefinitely for a statutory framework passed by Congress, but we must do what we can.
00:15:30.399 --> 00:15:34.399
American lead the next generation of financial technology without repeating the mistakes of the last one.
00:15:34.559 --> 00:15:36.960
President Trump has made that clear.
00:16:01.120 --> 00:16:03.200
Number one, why write the new rules?
00:16:03.440 --> 00:16:07.519
Many crypto trades must fit rules built for other markets.
00:16:07.600 --> 00:16:09.919
The CFTC wants clear rules for some crypto trades.
00:16:10.000 --> 00:16:15.039
Two, which trades main focus crypto trades with borrowed money or an offer to lend.
00:16:15.200 --> 00:16:17.200
These rules focus on ordinary customers.
00:16:17.360 --> 00:16:19.840
Three, what could companies do?
00:16:20.000 --> 00:16:26.320
Match buyers and sellers, hold hold customer money in crypto, provide loans, complete trades.
00:16:26.559 --> 00:16:28.720
Four, how could rules protect customers?
00:16:28.879 --> 00:16:36.639
Keep customer money separate, keep clear records, stop unfair trading, plan for losses, keep systems working, check loans.
00:16:36.879 --> 00:16:48.639
TLDR is Clarity Act not passing, was probably like the best thing that could happen to us because it gives Trump, executive order, C Lick, all of these guys the ability to just do whatever the fuck they want.
00:16:48.720 --> 00:16:50.000
And they just push it through.
00:16:50.080 --> 00:16:51.840
And they have like two years to do it.
00:16:52.000 --> 00:16:52.559
Think about it.
00:16:52.639 --> 00:16:54.879
You got two, we have two years of this.
00:16:55.200 --> 00:17:08.799
You basically have two and a half years for the remaining of the Trump term of unpriced in, unknown, bullish crypto regulatory proposals that could come at any moment, saying anything, and just get shoved through.
00:17:08.880 --> 00:17:12.319
There's basically two years of unplanned catalysts on coins.
00:17:12.640 --> 00:17:15.119
That is not getting accounted for.
00:17:15.279 --> 00:17:15.839
Think about that.
00:17:16.000 --> 00:17:20.240
There's two years of unplanned announcements that could come out at any moment.
00:17:20.559 --> 00:17:21.440
Positive crypto.
00:17:21.519 --> 00:17:23.680
I don't think anyone's taking that really seriously enough.
00:17:23.839 --> 00:17:28.240
And now what happens when AOC has to campaign?
00:17:28.319 --> 00:17:34.160
It's kind of unclear, but at the same time, like I don't I don't think that the Democrats are necessarily like anti-crypto.
00:17:34.319 --> 00:17:42.319
I think they have a problem with current admin crime that happens to use crypto, but it's not Gensler running for president.
00:17:42.400 --> 00:17:51.359
And if you really think about it, it's like they think the crypto vote, they think enough people own crypto and they want the votes, they're not gonna be anti-crypto.
00:17:51.440 --> 00:17:54.880
Also, they gotta deal with the same debt problem and the same yields problem.
00:17:55.039 --> 00:17:57.039
There's there's really no reason to be anti-crypto.
00:17:57.119 --> 00:18:01.359
You could be anti-crime, you could be anti-Trump coin and things like this.
00:18:01.440 --> 00:18:02.240
That's that's fine.
00:18:02.319 --> 00:18:05.440
I'm fucking I'm I'm down for that, by the way.
00:18:05.519 --> 00:18:10.079
But there's really no reason or benefit to being anti-crypto as a whole.
00:18:10.319 --> 00:18:14.319
And so, like Elizabeth Warren does not represent the next president.
00:18:14.480 --> 00:18:19.200
And so it feels like one of the like Jez made this tweet the other day, and he basically said perps feel like Uber.
00:18:20.000 --> 00:18:30.960
It's like semi, it's probably illegal, definitely gray area, but the product is so superior that it's just gonna be integrated into everything, it's gonna infiltrate everything, and it'll just find a way to make it legal.
00:18:31.119 --> 00:18:34.400
And so that's kind of how uh I think about it.
00:18:34.559 --> 00:18:40.960
And as it relates to Mike Sealig, the GOAT, it's two years of unpriced positive catalysts.
00:18:41.039 --> 00:18:42.079
It it really is.
00:18:42.240 --> 00:18:43.200
Oh, so this is pretty funny.
00:18:43.279 --> 00:18:44.240
I'm gonna read this real quick.
00:18:44.400 --> 00:18:46.480
This Muppet is an awful trader, not the red guy.
00:18:46.559 --> 00:18:48.559
He's just getting lucky due to massive bull run.
00:18:48.880 --> 00:18:54.079
His entry for Zach 1035, 99 out of 100 times, and other market conditions would have been the top.
00:18:54.160 --> 00:18:56.720
Then he sells on Friday, which was the temp bottom with the move down.
00:18:56.799 --> 00:19:01.920
He's a perfect example of a mucky Muppet who got lucky because of a bull run, and you can't tell the difference.
00:19:02.160 --> 00:19:04.319
Fuck these trades, go fuck yourself.
00:19:04.559 --> 00:19:12.400
Thank god we live in the one out of a hundred, and we both getting paid off of it.
00:19:12.640 --> 00:19:13.519
GG, bro.
00:19:13.680 --> 00:19:15.599
Um, all right! Everyone's freaking out.
00:19:15.759 --> 00:19:17.119
Okay, let's just watch the clip real quick.
00:19:17.359 --> 00:19:20.000
We're watching a lacy clip, I know, but let's just watch it for a minute.
00:19:20.559 --> 00:19:34.319
I don't know about you guys, but I find it fascinating how there's 17, 18, 19, 20 year old kids who are multimillionaires based on crypto.
00:19:35.200 --> 00:19:36.240
I find that fascinating.
00:19:36.319 --> 00:19:39.039
I see clips on my on my for you page, I see Twitter shit.
00:19:39.119 --> 00:19:42.799
These kids are making 10, 20 million dollars off of crypto.
00:19:43.039 --> 00:19:53.039
So I thought it wouldn't it it would be a cool series, a cool content series for me to do a day in the life of these rich crypto kids.
00:19:53.279 --> 00:20:01.440
I spend like IRL with them for three to four hours, see their lifestyle, see what they do, and then they try to teach me how to trade.
00:20:01.599 --> 00:20:03.920
I was like, oh, that would kind of be a cool series.
00:20:04.160 --> 00:20:07.440
Never said I was gonna do it, never sat here and said, like, oh, I'm gonna do it.
00:20:07.599 --> 00:20:08.720
Oh, I want to learn how to trade.
00:20:08.960 --> 00:20:15.279
And motherfuckers already assumed the worst, but my thought process was I would just do that like the fake shit.
00:20:15.440 --> 00:20:22.319
I don't know about you guys, but I find Okay, I see I've I read quite a few posts today that are like because you read the comments, right?
00:20:22.480 --> 00:20:29.200
Scam, scam, scam, scam, scam, scam, scam, scam, scam, scam, scam, scam, scam, scam, scam, scam, scam, scam, scam, scam, scam, scam, scam.
00:20:29.440 --> 00:20:38.880
I read quite a few posts that are like, oh crypto branding problem so bad.
00:20:39.039 --> 00:20:49.519
Da da da da da da da da da da da da da da da da the reality situation is it doesn't fucking matter.
00:20:50.400 --> 00:20:51.359
It doesn't matter.
00:20:51.759 --> 00:20:53.200
It doesn't matter.
00:20:53.759 --> 00:21:07.119
You could complain and you could cry and you could you could hate and be upset at the crypto and this and the normies and and they don't we ruined it in the NFT and the branding.
00:21:07.200 --> 00:21:12.960
No, but the the the the sentiment it doesn't fucking matter at all.
00:21:13.440 --> 00:21:27.839
Nobody has any obligation to fix it, nobody has to improve the word, nobody has to make it sound better, it just works, it just works, it's just superior, it's so good that it's gonna live on.
00:21:28.000 --> 00:21:31.200
It doesn't matter, it doesn't matter, okay?
00:21:31.440 --> 00:21:41.440
And by the way, the young, smart, talented 18-year-olds are trading crypto or they're paying attention to crypto, and they're not watching phase lacey.
00:21:42.079 --> 00:21:42.720
All love.
00:21:42.960 --> 00:21:46.160
I've met Lacey IRL, I like him, I think he's funny.
00:21:46.400 --> 00:21:48.400
They're not watching the stream though, they're just not.
00:21:48.720 --> 00:22:01.519
The kids that are making M's or five figs, six figs, four figs, whatever, and get the crypto, internet money, renaissance movement that are go it's going on right now, they're not watching Lacey's stream, bro.
00:22:01.680 --> 00:22:03.359
They're not, they're not watching it.
00:22:03.519 --> 00:22:09.599
And so everyone wants to like take this stab at it that this matters, and it doesn't fucking matter.
00:22:09.839 --> 00:22:10.559
It doesn't matter.
00:22:10.799 --> 00:22:12.880
Crypto sentiment never has to change.
00:22:12.960 --> 00:22:14.319
Why why would it ever have to change?
00:22:14.480 --> 00:22:28.559
You think uh you think the sentiment of of stocks was good after the tulip mania or after 1927 or after 1987 or after 2002, 2001, or after 2008, or after 2020?
00:22:28.720 --> 00:22:34.160
Like, do you think it like what you think it sentiment about stocks was good in 1927, Great Depression?
00:22:34.319 --> 00:22:38.000
Do you think people were like fired up about the stock market and capitalism?
00:22:38.319 --> 00:22:40.079
No, nobody was fired up about capital.
00:22:40.319 --> 00:22:43.599
You think people were fired about capitalism in 1987, Black Monday?
00:22:44.240 --> 00:22:47.200
People are like the stock market is is here to stay?
00:22:47.359 --> 00:22:48.640
No, it's just a fucking scam.
00:22:48.799 --> 00:22:52.240
You think in 2008 people people are fired up about the mortgage market?
00:22:52.720 --> 00:22:53.519
No, bro.
00:22:53.759 --> 00:22:56.079
No, they thought it was over and a scam.
00:22:56.319 --> 00:23:01.680
They lost all their money and they lost their job and they hated the bankers, and they wanted they wanted everybody debt.
00:23:01.759 --> 00:23:05.440
They wanted all the bankers arrested, and they wanted everybody, everybody dead.
00:23:05.680 --> 00:23:12.000
It's like there's no level of any there's no level of marketing that needs to happen.
00:23:12.160 --> 00:23:13.359
Nothing has to happen.
00:23:13.519 --> 00:23:15.759
No one has any obligation to do anything.
00:23:15.920 --> 00:23:18.240
You don't have to fix anything, you don't have to change anything.
00:23:18.400 --> 00:23:22.799
All you gotta do is wake up and and believe in what you believe in, and if you don't go somewhere else, that's it.
00:23:22.880 --> 00:23:23.680
That's all you gotta do.
00:23:23.839 --> 00:23:26.559
No one has to do anything, nothing has to be done.
00:23:26.720 --> 00:23:30.400
It's not holding anything back, it's perfect the way that it is.
00:23:30.559 --> 00:23:31.519
It's perfect.
00:23:31.680 --> 00:23:32.720
It's perfect.
00:23:32.880 --> 00:23:33.599
That's my take.
00:23:33.759 --> 00:23:34.960
Thank you for rocking with me every day.
00:23:35.039 --> 00:23:36.079
Thanks for fucking with me every day.
00:23:36.160 --> 00:23:36.480
I love you.
00:23:36.559 --> 00:23:37.279
I appreciate you so much.
00:23:37.359 --> 00:23:39.680
If you're new here, I'm live every morning at 8 30 a.m.
00:23:39.839 --> 00:23:40.480
EST.
00:23:40.559 --> 00:23:41.279
Let's be great.
00:23:41.440 --> 00:23:43.440
Let's teach those balls how to tingle.
00:23:43.599 --> 00:23:44.720
Let's make shit shake.
00:23:44.799 --> 00:23:45.519
Let's make it happen.
00:23:45.599 --> 00:23:46.400
I love you.
00:23:46.559 --> 00:23:47.279
I'm out.
00:23:47.440 --> 00:23:48.720
I'll see you tomorrow.
00:23:48.960 --> 00:23:49.359
Peace.
00:23:49.440 --> 00:23:51.200
Black Beatles tomorrow, I promise.
00:00:00.080 --> 00:00:00.959
We got a lot to talk about today.
00:00:01.040 --> 00:00:03.200
If you're just coming in from the Twitter noti, welcome.
00:00:03.439 --> 00:00:06.879
We are going to start with the Russian plague.
00:00:07.040 --> 00:00:12.720
We're going to talk about we're going to talk about the Russian plague and the Brazilian stock market to start.
00:00:12.800 --> 00:00:14.080
That's how we're going to start.
00:00:14.240 --> 00:00:14.560
Okay.
00:00:14.800 --> 00:00:16.640
We're going to talk about Pokemon cards.
00:00:16.879 --> 00:00:18.640
We're going to talk about the CFTC.
00:00:18.960 --> 00:00:23.120
Quick update on the golden era of modded games.
00:00:23.280 --> 00:00:25.839
Dude, I'm kind of fired up to buy Roblox right now.
00:00:25.920 --> 00:00:27.120
I just watched this video.
00:00:27.280 --> 00:00:27.839
Look at it.
00:00:27.920 --> 00:00:30.160
I just saw this video and it's fucking nuts.
00:00:30.320 --> 00:00:32.000
It's in my bookmarks right now.
00:00:32.159 --> 00:00:35.600
Um, this thing Retro Dodo, which I don't even know what it is.
00:00:35.840 --> 00:00:39.679
Pokemon Arena 2D looks set to shake up the fan game scene.
00:00:39.759 --> 00:00:43.200
This is just some like AI mini-game thing that they coded.
00:00:43.280 --> 00:00:44.159
Look at this.
00:00:51.039 --> 00:00:55.119
Tech is obviously good enough for AI gaming renaissance.
00:00:55.200 --> 00:00:55.759
It's time.
00:00:55.840 --> 00:00:57.600
I mean, we're 10 years due.
00:00:57.759 --> 00:01:00.479
Gaming has been a disgrace for a decade.
00:01:00.640 --> 00:01:01.520
Genuinely.
00:01:01.679 --> 00:01:03.119
And I think it's here.
00:01:03.359 --> 00:01:11.280
What I am watching with this modded gaming ecosystem pop up on socials is nuts.
00:01:11.439 --> 00:01:14.640
Um, I saw this and it fucking fired me up.
00:01:15.120 --> 00:01:23.680
And it brought me back to what we talked about yesterday, where Unity, Gavin Baker's, I don't know, fifth biggest holding maybe is up, is ripping.
00:01:23.760 --> 00:01:24.879
Number one, look at this.
00:01:25.200 --> 00:01:27.840
Chart looks just unbelievable.
00:01:28.000 --> 00:01:33.599
And then number two is Roblox, which does not look unbelievable at all.
00:01:33.840 --> 00:01:35.599
But I I I'm into it.
00:01:35.680 --> 00:01:37.280
I'm into the Roblox season right now.
00:01:37.359 --> 00:01:39.680
I remember Rasmus wrote an article about it a couple months ago.
00:01:39.760 --> 00:01:41.200
Maybe he was just like a little bit too early.
00:01:41.439 --> 00:01:42.879
But chart looks terrible.
00:01:42.959 --> 00:01:45.120
It has Nike PA, but it's interesting to me.
00:01:45.359 --> 00:01:46.560
It is absolutely interesting.
00:01:46.719 --> 00:01:49.760
So I want to start with what's going on in Russia.
00:01:50.000 --> 00:01:51.359
Has anyone followed this?
00:01:51.519 --> 00:01:53.760
The Russian plague outbreak.
00:01:54.079 --> 00:01:54.400
Okay.
00:01:54.719 --> 00:02:01.200
Not exactly what you want to hear on any given day, especially when you have a lot of leverage coins.
00:02:01.599 --> 00:02:14.000
But a researcher at Russia's anti-plague research institute in I'm not even gonna try Siberia has died after contracting pneumonia of an unknown cause following a suspected laboratory incident.
00:02:14.319 --> 00:02:14.800
Incident.
00:02:15.199 --> 00:02:16.319
Accident, excuse me.
00:02:16.479 --> 00:02:24.639
They said the 28-year-old woman may have died from plague while health authorities said the situation remains stable and close contacts have tested negative.
00:02:24.960 --> 00:02:31.439
So, first of all, not here to do conspiracies because I don't got a great one for you, but the whole thing just feels a little bit off.
00:02:31.680 --> 00:02:33.120
Feels like it came out of nowhere.
00:02:33.360 --> 00:02:36.560
And I'm pretty anti-global sickness at this point.
00:02:36.639 --> 00:02:43.120
Like I'm I'm I'm gonna just be a pandemic denier until I'm coughing up blood, sort of work.
00:02:43.280 --> 00:02:50.159
And in 2026, it's kind of like, you know, coughing up blood, knock on wood, or I'm I'm going out, I'm going to the gym.
00:02:50.400 --> 00:02:52.879
I was trying to figure out why is everyone freaking out about this?
00:02:53.120 --> 00:02:54.560
Okay, rest in peace.
00:02:54.719 --> 00:02:57.120
One woman died, and I think so.
00:02:57.199 --> 00:02:59.439
Okay, five hospitals have been closed for quarantines.
00:02:59.599 --> 00:03:03.599
One woman died, and they went like crazy lockdown in Russia.
00:03:03.680 --> 00:03:08.400
Um, five hospitals have been closed for quarantine in Siberia due to a possible plague outbreak.
00:03:08.560 --> 00:03:19.120
A 28-year-old um lab technician, Daria, died yesterday after breaking a test tube with in the anti-plague institute on September 25th while handling samples.
00:03:19.280 --> 00:03:25.599
A mask mandate has now been introduced at the huge aluminum plant in in Russia.
00:03:25.840 --> 00:03:26.400
Some U.S.
00:03:26.400 --> 00:03:32.080
politicians are now calling for commercial air travel to and from Russia to be stopped until the situation is clarified.
00:03:32.400 --> 00:03:37.680
The first symptoms of the pneumonia plague typically start about four to seven days after exposure.
00:03:37.840 --> 00:03:40.080
200 people are under observation.
00:03:40.400 --> 00:03:43.039
First of all, pneumonia is nasty.
00:03:43.360 --> 00:03:47.520
Okay, I had pneumonia once when I was in uh it's like the worst bronchitis, right?
00:03:47.599 --> 00:03:51.439
I had I played a basketball game with pneumonia when I was in a junior in high school.
00:03:51.599 --> 00:03:52.639
It was it was nasty.
00:03:52.719 --> 00:03:54.319
I was like fucking coughing up.
00:03:54.400 --> 00:03:56.400
Like it was it was fucking dark.
00:03:56.560 --> 00:03:59.840
I was I was really sick, but I hooped.
00:03:59.919 --> 00:04:02.400
But pneumonia is nasty, first of all.
00:04:02.479 --> 00:04:05.599
People you can get like really sick from pneumonia.
00:04:05.840 --> 00:04:06.639
Number one.
00:04:06.960 --> 00:04:10.879
Number two is I was trying to figure out why is everyone freaking out.
00:04:10.960 --> 00:04:13.360
Like, why are they calling it a plague versus a pain?
00:04:13.520 --> 00:04:14.879
Like, why is it a plague?
00:04:15.120 --> 00:04:17.040
They called it like you know, coronavirus.
00:04:17.120 --> 00:04:18.160
Why is it a plague?
00:04:18.319 --> 00:04:34.959
Well, they're calling it a plague because the woman that died worked at the anti-plague institute in Russia, and she dropped a test tube of glass with a plague in it and conducted it or and and caught it and died.
00:04:35.120 --> 00:04:41.279
I didn't really process that one at first, and so then this clip, I wasn't really paying attention to this at all.
00:04:41.439 --> 00:04:43.120
And then I saw this Trump clip.
00:04:44.319 --> 00:04:56.800
Well, I I hate to see them having a rough interrupt disease, you know, that's a disease we used to be able to control, but somehow those microbes have gotten stronger and brought up like an army.
00:04:57.439 --> 00:05:02.800
We used to be, I mean, he's talking about about this like he got a crazy briefing.
00:05:02.959 --> 00:05:12.160
And then we don't have to say medical with with even with great advancement, germs have really become relatively stronger than they were.
00:05:12.399 --> 00:05:13.680
They don't work as well anymore.
00:05:13.920 --> 00:05:15.360
He doesn't talk about anything like this.
00:05:15.439 --> 00:05:26.879
So he did this interview, and everyone's like, wait, what Trump basically comes out and was like, Yeah, yeah, yeah, we used to have the tech, but they pass we they buffed it, and we don't got the tech anymore.
00:05:26.959 --> 00:05:28.560
This thing might fuck you all up.
00:05:28.720 --> 00:05:30.879
And it's like, what are you talking about?
00:05:31.040 --> 00:05:35.040
And so this was the Trump speech that got people like up in fucking arms.
00:05:35.279 --> 00:05:42.639
And I believe there's been a second case of the Russian plague, and maybe a second person that had died.
00:05:42.720 --> 00:05:44.639
And so this was on the stream document yesterday.
00:05:44.800 --> 00:05:51.519
I ignored this because I'm like, dude, you can't get me to it's like you want me to care about rates, I don't give a fuck.
00:05:51.759 --> 00:05:53.519
You want me to care about oil price?
00:05:53.680 --> 00:05:57.519
Like, I care, but like it's not gonna shake me out of my leverage coins.
00:05:58.000 --> 00:06:01.920
And then it's like, you want me to care about oil, I don't.
00:06:02.079 --> 00:06:04.319
I don't have a car, cues are all-time highs.
00:06:04.399 --> 00:06:08.000
You want me to care about you know, midterms as a bear case, I don't.
00:06:08.160 --> 00:06:19.040
You want me to care about insert 30 different bear cases that I'm supposed to care about, but something about the Russian plague has got me like a little bit not feeling great about it.
00:06:19.199 --> 00:06:27.199
Russian media claims a second victim has died from plague outbreak at an infection zone hospital as Kremlin scrambles to cover up the details.
00:06:27.360 --> 00:06:33.279
And it's like the thing about the market is the market wants to go as high as possible with as few people in as possible.
00:06:33.519 --> 00:06:38.879
And it gets to a point where if you really refuse to sell your leverage, they they're dropping new diseases.
00:06:39.360 --> 00:06:45.680
Another day, another just crazy onslaught of news from Pokemon Card World.
00:06:45.759 --> 00:06:47.120
Uh it's insane.
00:06:47.439 --> 00:06:51.839
Number one is Fidgetals is on my feed as the most downloaded app in the US app store.
00:06:51.920 --> 00:06:55.920
I don't know if this is true, but somebody figured out how to take a screenshot of it.
00:06:56.160 --> 00:06:57.920
And this gotcha stuff again.
00:06:58.000 --> 00:07:01.839
I I don't think it's good for the world, but it just gets bigger every day.
00:07:01.920 --> 00:07:03.439
I mean, it gets bigger every single day.
00:07:03.680 --> 00:07:06.720
But I saw this sale that was just sold.
00:07:06.879 --> 00:07:11.040
Um, I see multiple of these posts every day.
00:07:11.519 --> 00:07:21.040
This Flareon 1999 Jungle First Edition sold for a hundred thousand dollars, and it most recently had a sale for$3,500 in September.
00:07:21.199 --> 00:07:24.240
It's like it it actually doesn't stop.
00:07:24.399 --> 00:07:28.560
We looked at Rasm, we looked at your card your card by the way, your Pikachu sold for like$40k the other day.
00:07:29.120 --> 00:07:31.279
I mean, it it just like doesn't stop.
00:07:31.439 --> 00:07:32.079
Oh fuck.
00:07:32.240 --> 00:07:34.079
Um stop fucking over five seconds.
00:07:34.240 --> 00:07:35.600
That's always stopped fucking over this power.
00:07:36.079 --> 00:07:38.240
It's probably my phone because I think you see the second thing you want to buy, sell trade.
00:07:38.399 --> 00:07:41.279
If you can buy it, if you can trade it, you can sell it, you can make money on it, lose money on it.
00:07:41.360 --> 00:07:42.480
You can do it on Phantom World.
00:07:42.720 --> 00:07:43.519
It is 9 30.
00:07:43.600 --> 00:07:45.519
Hey, I am on Tuesday, October 6th.
00:07:45.680 --> 00:07:46.800
And then the stock market.
00:07:52.879 --> 00:07:53.360
Let's go.
00:07:53.519 --> 00:07:55.759
SPX open's up 0.66%.
00:07:56.959 --> 00:07:58.240
Look at that fucking chart.
00:07:58.399 --> 00:07:59.199
Look at that chart.
00:07:59.279 --> 00:08:01.680
Uh, the cost began yesterday's session was down 0.89.
00:08:01.920 --> 00:08:03.120
Photomic TTF is up one.
00:08:03.199 --> 00:08:04.639
Neil Claudy DF is up 1.8.
00:08:04.959 --> 00:08:07.279
Q's are up 0.6, Stocks was up 2.3.
00:08:07.600 --> 00:08:07.759
Nuts.
00:08:07.920 --> 00:08:08.800
IGV's up one.
00:08:09.040 --> 00:08:10.879
What a fucking chart on the IGV, by the way.
00:08:10.959 --> 00:08:12.240
We buying software, boys.
00:08:12.399 --> 00:08:12.959
Look at this.
00:08:13.120 --> 00:08:14.480
What a chart on the IGV.
00:08:14.639 --> 00:08:16.319
Bags are up 0.5 and look great.
00:08:16.399 --> 00:08:18.000
Dram is down 0.78.
00:08:18.079 --> 00:08:19.199
I usually say DRAM.
00:08:19.439 --> 00:08:23.120
Frank convinced me to say dram, and I just like the way DRAM feels off my mouth.
00:08:23.279 --> 00:08:23.600
Pause.
00:08:23.759 --> 00:08:25.199
IBB is up 0.57.
00:08:25.600 --> 00:08:29.759
BTC on New York Open is green, not by much.
00:08:30.079 --> 00:08:30.959
86-1.
00:08:31.279 --> 00:08:36.000
There will be a morning where this coin goes up during stock market open.
00:08:36.080 --> 00:08:37.679
You know it doesn't matter until 10:30.
00:08:37.759 --> 00:08:42.080
And once it breaks 87, oh, what are they hiding above 87?
00:08:42.480 --> 00:08:43.679
We're about to find out.
00:08:44.000 --> 00:08:46.799
Zcash, the coin I'm leveraged long again.
00:08:46.879 --> 00:08:50.399
I sold it, but I just really wanted to farm YouTube views.
00:08:50.559 --> 00:08:54.399
VV V286, 827, pump 62.
00:08:54.480 --> 00:08:55.759
Hypes at 93.3.
00:08:56.000 --> 00:08:58.960
I think it's probably time for hype and Zach to lead us to victory again.
00:08:59.200 --> 00:09:00.879
Um, almost four on lit.
00:09:01.039 --> 00:09:01.919
Silver's up 0.3.
00:09:02.159 --> 00:09:06.399
Yield 30 years up 0.05, 10 years down 0.3, and two years down 0.2.
00:09:06.879 --> 00:09:08.080
Stretch is about to peg.
00:09:08.240 --> 00:09:09.039
Bix is down one.
00:09:09.120 --> 00:09:10.000
Gold's up half.
00:09:10.159 --> 00:09:10.960
Monero flat.
00:09:11.039 --> 00:09:11.679
XRP flat.
00:09:11.840 --> 00:09:12.879
Near is down two.
00:09:13.200 --> 00:09:15.519
Oh, strong in the open, but it doesn't matter till 1030.
00:09:15.600 --> 00:09:17.519
Jane tree is in the books, and they're cooking you.
00:09:17.679 --> 00:09:18.559
They're cooking you.
00:09:18.720 --> 00:09:19.039
All right.
00:09:19.120 --> 00:09:20.799
Oil, Brent's down two and a half.
00:09:20.960 --> 00:09:22.320
Crewed is down 1.6.
00:09:22.720 --> 00:09:24.240
Defense, Raytheon's up 0.3.
00:09:24.320 --> 00:09:25.200
Palter is up 1.2.
00:09:25.360 --> 00:09:26.080
Northrop's flat.
00:09:26.159 --> 00:09:27.519
Lockheed is flat.
00:09:27.759 --> 00:09:28.559
Cerebris.
00:09:28.799 --> 00:09:29.360
Oh, wait.
00:09:29.519 --> 00:09:30.159
Big AI.
00:09:30.320 --> 00:09:31.840
Robostrategy biggest gainer.
00:09:32.080 --> 00:09:32.399
Why?
00:09:32.639 --> 00:09:33.440
Up six.
00:09:33.759 --> 00:09:36.879
Space got crushed yesterday, but looks better today.
00:09:37.039 --> 00:09:38.080
ASTS up six.
00:09:38.159 --> 00:09:39.039
Firefly's up five.
00:09:39.120 --> 00:09:40.480
Redwire is up five.
00:09:40.720 --> 00:09:42.799
Rocket Lab is up 3.6.
00:09:43.039 --> 00:09:44.559
Pawns just added a coinbase.
00:09:44.639 --> 00:09:48.480
Does anybody care about pawns on Coinbase?
00:09:48.639 --> 00:09:49.279
Let's check.
00:09:49.440 --> 00:09:52.720
Thread, my teacher said she hopes the Trojan horse was real and thinks it's super cool.
00:09:52.799 --> 00:09:53.919
I fuck with her, bro.
00:09:54.480 --> 00:09:55.440
No, nobody cares.
00:09:55.679 --> 00:09:57.679
Pawns of the big two six on Coinbase?
00:09:57.759 --> 00:09:58.320
Come on, bro.
00:09:58.480 --> 00:09:59.759
Say it all my favorite words.
00:10:00.000 --> 00:10:00.480
Bloom.
00:10:00.559 --> 00:10:01.279
Ugh, god.
00:10:01.519 --> 00:10:02.639
Technically 1.25.
00:10:02.720 --> 00:10:03.919
Marvell's up four.
00:10:04.080 --> 00:10:04.960
Stell's up three.
00:10:05.039 --> 00:10:05.759
Cloudfire two.
00:10:05.919 --> 00:10:07.039
SpaceX 1.5.
00:10:07.120 --> 00:10:08.480
Look at the SpaceX chart.
00:10:08.639 --> 00:10:09.840
Pretty nasty, guys.
00:10:10.080 --> 00:10:11.120
Pretty nasty.
00:10:11.360 --> 00:10:12.879
Oracle's up two AMD flat.
00:10:12.960 --> 00:10:14.240
Nvidia new all-time high.
00:10:14.320 --> 00:10:15.360
That's 241.
00:10:15.440 --> 00:10:16.639
That's up 1.1.
00:10:16.799 --> 00:10:20.159
Remember when I sold my NVIDIA way too early?
00:10:20.399 --> 00:10:21.600
Nokia's up 1.3.
00:10:21.759 --> 00:10:22.480
Microsoft is up one.
00:10:22.639 --> 00:10:23.519
Shaw's up 1.6.
00:10:23.600 --> 00:10:24.240
Intel's up one.
00:10:24.320 --> 00:10:24.879
Tesla's up one.
00:10:24.960 --> 00:10:25.600
QCon's up one.
00:10:25.679 --> 00:10:26.799
IBM is up half.
00:10:27.039 --> 00:10:28.399
Apple is flat.
00:10:28.720 --> 00:10:32.399
I am hearing terrible reports of the new iPhone 18, by the way.
00:10:32.480 --> 00:10:34.559
I don't know if uh I'm alone in that.
00:10:34.639 --> 00:10:36.080
I'm hearing it's a piece of shit.
00:10:36.320 --> 00:10:38.799
Nokia is up 1.3, Microsoft's up one.
00:10:39.120 --> 00:10:40.320
So Rebus is down one.
00:10:40.480 --> 00:10:41.440
Micron's down half.
00:10:41.600 --> 00:10:43.360
Sand disk is down one.
00:10:43.840 --> 00:10:46.080
By reports, you mean the one basics in Z Tweet?
00:10:46.240 --> 00:10:48.320
Yeah, that's exactly what I mean.
00:10:48.639 --> 00:10:54.399
Um, Sandisc is down one, meta's up 0.6, and Lumentum is up 0.3.
00:10:55.039 --> 00:10:55.519
Wow.
00:10:55.679 --> 00:10:57.120
Do we trust this, boys?
00:10:57.279 --> 00:10:57.759
I don't know.
00:10:57.919 --> 00:11:01.679
People are bearish and they just sound ridiculous to me.
00:11:02.000 --> 00:11:04.879
How you could be bearish in this market right now.
00:11:05.279 --> 00:11:08.480
Bitcoin six eighty-six four.
00:11:08.720 --> 00:11:15.200
I I just it's just like, correct me if I'm wrong, but this is the chart that you are uh bearish on.
00:11:16.000 --> 00:11:17.679
This I don't know.
00:11:17.759 --> 00:11:19.200
Don't trust the move on the open.
00:11:19.279 --> 00:11:26.720
It it it's gonna go to it's gonna go to 84 and we're gonna be miserable, so just don't trust it.
00:11:27.120 --> 00:11:29.840
Um mag's at point five, drain at 1.5.
00:11:30.559 --> 00:11:31.039
Ugh.
00:11:31.519 --> 00:11:35.200
Soxil's still green, but it doesn't look great.
00:11:35.919 --> 00:11:37.840
Um oh, mrna.
00:11:38.159 --> 00:11:39.440
Give me a break, dude.
00:11:39.600 --> 00:11:41.600
We're not doing this vaccine shit again.
00:11:41.679 --> 00:11:42.320
Come on.
00:11:42.480 --> 00:11:43.519
Give me a break.
00:11:43.759 --> 00:11:44.720
Give me a break.
00:11:45.039 --> 00:11:46.960
Consumer, everything in between.
00:11:47.200 --> 00:11:48.159
Denial phase.
00:11:48.320 --> 00:11:49.360
Come on, bro.
00:11:49.600 --> 00:11:51.440
I can't do another pandemic.
00:11:51.759 --> 00:11:52.399
I can't.
00:11:52.559 --> 00:12:03.039
Uh Butterfly's up four, Nebi is up four and a half, AMC up three and a half, core we've up three, Shopify up two and a half, MSTR up two, circle up two, uh TV's up two, Coinbase is up two, hood up 1.3.
00:12:03.279 --> 00:12:07.200
Yo, deadass, once this pandemic shit's over, I'm about to get get in the gym and get my life together.
00:12:07.360 --> 00:12:08.639
Uh, stub's up one.
00:12:08.960 --> 00:12:09.759
Fuck that company.
00:12:09.919 --> 00:12:10.720
That's up five dollars.
00:12:10.799 --> 00:12:11.519
What a joke.
00:12:11.759 --> 00:12:13.519
Nike down 1.2 every day.
00:12:13.600 --> 00:12:16.480
Unity's down 0.7, blocks is down 1.5.
00:12:17.039 --> 00:12:18.960
Once this once this lockdown is over, bro.
00:12:19.039 --> 00:12:20.879
I'm about to get a girl and get my shit right.
00:12:21.120 --> 00:12:22.799
Rivian's up 0.4, who cares?
00:12:22.879 --> 00:12:24.000
Lily's up one.
00:12:24.480 --> 00:12:29.679
Um, altcoins, biggest gainer, kinetic, Zach, Avax, Sky Tawn.
00:12:30.159 --> 00:12:32.000
Zero's up one, Doge is up one.
00:12:32.320 --> 00:12:34.480
Biggest loser, Monad down eight.
00:12:34.639 --> 00:12:36.000
Bitcoin opens a thing of beauty.
00:12:36.080 --> 00:12:36.639
Come on, bro.
00:12:36.720 --> 00:12:38.480
Just let it retrace.
00:12:38.639 --> 00:12:42.240
Let it retrace and just don't say anything.
00:12:42.399 --> 00:12:45.279
It's it's just gonna hurt less if you do it like that.
00:12:45.759 --> 00:12:49.440
Um, Arb down three, eight plasma is just the worst coin ever.
00:12:49.759 --> 00:12:51.360
Uni's down two, chip.
00:12:51.679 --> 00:12:54.639
Yeah, I think chip is is a new coin good example.
00:12:54.799 --> 00:12:55.600
People like chip.
00:12:55.679 --> 00:12:56.559
I don't mind chip.
00:12:56.720 --> 00:12:58.159
Um, Marvell mooning.
00:12:58.240 --> 00:12:58.799
What do we got?
00:12:58.960 --> 00:13:03.120
Sorry, I'm refreshing my YouTube views because I'm a dopamine addict, even though I'm on stream.
00:13:03.440 --> 00:13:06.639
Marvell is in fact mooning.
00:13:06.879 --> 00:13:07.279
Why?
00:13:07.440 --> 00:13:09.360
Why, why, why, why?
00:13:09.919 --> 00:13:11.279
No, unclear.
00:13:11.440 --> 00:13:12.720
No news, just green.
00:13:12.960 --> 00:13:13.279
Let's see.
00:13:13.360 --> 00:13:14.639
High time for Marvell.
00:13:14.879 --> 00:13:15.279
Wow.
00:13:15.600 --> 00:13:16.240
Look at that.
00:13:16.559 --> 00:13:17.840
All right, we're not imagining to open.
00:13:18.000 --> 00:13:18.879
Let's look on Dream.
00:13:19.039 --> 00:13:20.879
Pawns, Coinbase listing, nobody cares.
00:13:21.120 --> 00:13:21.919
Here's Marvell.
00:13:22.000 --> 00:13:23.200
Thank you, thank you, thank you.
00:13:23.440 --> 00:13:23.759
Wow.
00:13:24.159 --> 00:13:24.960
I 34.
00:13:25.200 --> 00:13:26.559
I am rips off of that, huh?
00:13:26.879 --> 00:13:27.840
Increase a revenue guide.
00:13:27.919 --> 00:13:28.480
Nice, nice.
00:13:28.879 --> 00:13:31.039
Cards look s let me do it, bro.
00:13:32.000 --> 00:13:34.080
Um, Orbio 51.
00:13:34.399 --> 00:13:35.039
Stonk.
00:13:35.279 --> 00:13:38.639
It looks uncomfortably similar to this, just a little bit higher.
00:13:38.799 --> 00:13:41.039
Just the like aggressive leg down.
00:13:41.440 --> 00:13:43.120
Paid, ugh, dead.
00:13:43.279 --> 00:13:45.039
IMD 53.
00:13:45.120 --> 00:13:45.919
That looks nice.
00:13:46.080 --> 00:13:47.279
Mask 29.
00:13:47.519 --> 00:13:49.200
Cash Cat 150.
00:13:49.360 --> 00:13:50.960
Neat 40.
00:13:51.279 --> 00:13:53.840
Agencies got pretty cooked, I think.
00:13:54.320 --> 00:13:55.759
Uli 78.
00:13:55.919 --> 00:13:57.519
FWA 14.
00:13:57.679 --> 00:13:58.080
What else?
00:13:58.240 --> 00:13:59.759
K coin 60.
00:13:59.919 --> 00:14:01.279
All my friends love K coin.
00:14:01.600 --> 00:14:02.799
Mars 110.
00:14:03.120 --> 00:14:05.200
Useless 230.
00:14:05.360 --> 00:14:05.840
Not bad.
00:14:06.000 --> 00:14:06.559
Z cat.
00:14:06.879 --> 00:14:07.360
How about it?
00:14:07.519 --> 00:14:08.960
Answer 140.
00:14:09.200 --> 00:14:12.080
Boner coin 63.
00:14:12.399 --> 00:14:13.120
A shuffle.
00:14:13.440 --> 00:14:13.679
Yeah.
00:14:13.919 --> 00:14:15.360
Nasty retrace on that.
00:14:15.519 --> 00:14:19.840
Uh I guess you could have longed a Toge candle, to be honest, but what are you gonna do?
00:14:20.240 --> 00:14:22.240
Is there anything else we care about?
00:14:22.480 --> 00:14:22.799
Moo.
00:14:23.120 --> 00:14:24.159
This thing looks pretty dead.
00:14:24.480 --> 00:14:26.320
What was that thing that got destroyed yesterday?
00:14:26.480 --> 00:14:27.360
Zip zip coin?
00:14:28.320 --> 00:14:28.720
Is that right?
00:14:29.519 --> 00:14:30.720
Z C look at this.
00:14:30.799 --> 00:14:33.120
I got I went from 36 to 8.
00:14:33.519 --> 00:14:34.320
It was gnarly.
00:14:34.399 --> 00:14:35.759
Um plague on Robin Hood.
00:14:35.919 --> 00:14:37.200
Oh my god, Bitcoin, please.
00:14:37.600 --> 00:14:38.879
Plague on Robin Hood.
00:14:39.120 --> 00:14:39.679
Not bad.
00:14:39.840 --> 00:14:40.879
Check Lily.
00:14:41.200 --> 00:14:42.000
Is it ripping?
00:14:42.159 --> 00:14:42.320
Really?
00:14:42.639 --> 00:14:43.759
I feel like Lily doesn't move.
00:14:44.159 --> 00:14:44.960
1.7, nice.
00:14:45.200 --> 00:14:47.679
Pretty boring couple stock days.
00:14:47.759 --> 00:14:50.240
If I'm uh not missing anything major.
00:14:50.480 --> 00:14:56.159
Or Vell expects probably 20 billion FY28 revenue up from 18.
00:14:56.240 --> 00:14:58.879
And see 70 to 90 by FY31.
00:14:59.039 --> 00:15:00.960
Can't you just like make can you just like say shit?
00:15:01.120 --> 00:15:10.240
Open An talks of multiple investment funds from the uh United Arab Emirates, including Abu Dhabi based MGX, to help anchored 30 billion round of financing for the ChatGut maker.
00:15:10.320 --> 00:15:11.120
Wow, that's big.
00:15:11.279 --> 00:15:13.840
They're trying to send crypto like they sent the AI bottleneck.
00:15:13.919 --> 00:15:15.120
So today's action just the beginning.
00:15:15.200 --> 00:15:21.440
The TFCC started a process of addressing gaps in crypto asset market structure and creating clear rules of the road for innovators and market participants.
00:15:21.679 --> 00:15:30.159
We haven't solved every problem, nor agency action substitute indefinitely for a statutory framework passed by Congress, but we must do what we can.
00:15:30.399 --> 00:15:34.399
American lead the next generation of financial technology without repeating the mistakes of the last one.
00:15:34.559 --> 00:15:36.960
President Trump has made that clear.
00:16:01.120 --> 00:16:03.200
Number one, why write the new rules?
00:16:03.440 --> 00:16:07.519
Many crypto trades must fit rules built for other markets.
00:16:07.600 --> 00:16:09.919
The CFTC wants clear rules for some crypto trades.
00:16:10.000 --> 00:16:15.039
Two, which trades main focus crypto trades with borrowed money or an offer to lend.
00:16:15.200 --> 00:16:17.200
These rules focus on ordinary customers.
00:16:17.360 --> 00:16:19.840
Three, what could companies do?
00:16:20.000 --> 00:16:26.320
Match buyers and sellers, hold hold customer money in crypto, provide loans, complete trades.
00:16:26.559 --> 00:16:28.720
Four, how could rules protect customers?
00:16:28.879 --> 00:16:36.639
Keep customer money separate, keep clear records, stop unfair trading, plan for losses, keep systems working, check loans.
00:16:36.879 --> 00:16:48.639
TLDR is Clarity Act not passing, was probably like the best thing that could happen to us because it gives Trump, executive order, C Lick, all of these guys the ability to just do whatever the fuck they want.
00:16:48.720 --> 00:16:50.000
And they just push it through.
00:16:50.080 --> 00:16:51.840
And they have like two years to do it.
00:16:52.000 --> 00:16:52.559
Think about it.
00:16:52.639 --> 00:16:54.879
You got two, we have two years of this.
00:16:55.200 --> 00:17:08.799
You basically have two and a half years for the remaining of the Trump term of unpriced in, unknown, bullish crypto regulatory proposals that could come at any moment, saying anything, and just get shoved through.
00:17:08.880 --> 00:17:12.319
There's basically two years of unplanned catalysts on coins.
00:17:12.640 --> 00:17:15.119
That is not getting accounted for.
00:17:15.279 --> 00:17:15.839
Think about that.
00:17:16.000 --> 00:17:20.240
There's two years of unplanned announcements that could come out at any moment.
00:17:20.559 --> 00:17:21.440
Positive crypto.
00:17:21.519 --> 00:17:23.680
I don't think anyone's taking that really seriously enough.
00:17:23.839 --> 00:17:28.240
And now what happens when AOC has to campaign?
00:17:28.319 --> 00:17:34.160
It's kind of unclear, but at the same time, like I don't I don't think that the Democrats are necessarily like anti-crypto.
00:17:34.319 --> 00:17:42.319
I think they have a problem with current admin crime that happens to use crypto, but it's not Gensler running for president.
00:17:42.400 --> 00:17:51.359
And if you really think about it, it's like they think the crypto vote, they think enough people own crypto and they want the votes, they're not gonna be anti-crypto.
00:17:51.440 --> 00:17:54.880
Also, they gotta deal with the same debt problem and the same yields problem.
00:17:55.039 --> 00:17:57.039
There's there's really no reason to be anti-crypto.
00:17:57.119 --> 00:18:01.359
You could be anti-crime, you could be anti-Trump coin and things like this.
00:18:01.440 --> 00:18:02.240
That's that's fine.
00:18:02.319 --> 00:18:05.440
I'm fucking I'm I'm down for that, by the way.
00:18:05.519 --> 00:18:10.079
But there's really no reason or benefit to being anti-crypto as a whole.
00:18:10.319 --> 00:18:14.319
And so, like Elizabeth Warren does not represent the next president.
00:18:14.480 --> 00:18:19.200
And so it feels like one of the like Jez made this tweet the other day, and he basically said perps feel like Uber.
00:18:20.000 --> 00:18:30.960
It's like semi, it's probably illegal, definitely gray area, but the product is so superior that it's just gonna be integrated into everything, it's gonna infiltrate everything, and it'll just find a way to make it legal.
00:18:31.119 --> 00:18:34.400
And so that's kind of how uh I think about it.
00:18:34.559 --> 00:18:40.960
And as it relates to Mike Sealig, the GOAT, it's two years of unpriced positive catalysts.
00:18:41.039 --> 00:18:42.079
It it really is.
00:18:42.240 --> 00:18:43.200
Oh, so this is pretty funny.
00:18:43.279 --> 00:18:44.240
I'm gonna read this real quick.
00:18:44.400 --> 00:18:46.480
This Muppet is an awful trader, not the red guy.
00:18:46.559 --> 00:18:48.559
He's just getting lucky due to massive bull run.
00:18:48.880 --> 00:18:54.079
His entry for Zach 1035, 99 out of 100 times, and other market conditions would have been the top.
00:18:54.160 --> 00:18:56.720
Then he sells on Friday, which was the temp bottom with the move down.
00:18:56.799 --> 00:19:01.920
He's a perfect example of a mucky Muppet who got lucky because of a bull run, and you can't tell the difference.
00:19:02.160 --> 00:19:04.319
Fuck these trades, go fuck yourself.
00:19:04.559 --> 00:19:12.400
Thank god we live in the one out of a hundred, and we both getting paid off of it.
00:19:12.640 --> 00:19:13.519
GG, bro.
00:19:13.680 --> 00:19:15.599
Um, all right! Everyone's freaking out.
00:19:15.759 --> 00:19:17.119
Okay, let's just watch the clip real quick.
00:19:17.359 --> 00:19:20.000
We're watching a lacy clip, I know, but let's just watch it for a minute.
00:19:20.559 --> 00:19:34.319
I don't know about you guys, but I find it fascinating how there's 17, 18, 19, 20 year old kids who are multimillionaires based on crypto.
00:19:35.200 --> 00:19:36.240
I find that fascinating.
00:19:36.319 --> 00:19:39.039
I see clips on my on my for you page, I see Twitter shit.
00:19:39.119 --> 00:19:42.799
These kids are making 10, 20 million dollars off of crypto.
00:19:43.039 --> 00:19:53.039
So I thought it wouldn't it it would be a cool series, a cool content series for me to do a day in the life of these rich crypto kids.
00:19:53.279 --> 00:20:01.440
I spend like IRL with them for three to four hours, see their lifestyle, see what they do, and then they try to teach me how to trade.
00:20:01.599 --> 00:20:03.920
I was like, oh, that would kind of be a cool series.
00:20:04.160 --> 00:20:07.440
Never said I was gonna do it, never sat here and said, like, oh, I'm gonna do it.
00:20:07.599 --> 00:20:08.720
Oh, I want to learn how to trade.
00:20:08.960 --> 00:20:15.279
And motherfuckers already assumed the worst, but my thought process was I would just do that like the fake shit.
00:20:15.440 --> 00:20:22.319
I don't know about you guys, but I find Okay, I see I've I read quite a few posts today that are like because you read the comments, right?
00:20:22.480 --> 00:20:29.200
Scam, scam, scam, scam, scam, scam, scam, scam, scam, scam, scam, scam, scam, scam, scam, scam, scam, scam, scam, scam, scam, scam, scam.
00:20:29.440 --> 00:20:38.880
I read quite a few posts that are like, oh crypto branding problem so bad.
00:20:39.039 --> 00:20:49.519
Da da da da da da da da da da da da da da da da the reality situation is it doesn't fucking matter.
00:20:50.400 --> 00:20:51.359
It doesn't matter.
00:20:51.759 --> 00:20:53.200
It doesn't matter.
00:20:53.759 --> 00:21:07.119
You could complain and you could cry and you could you could hate and be upset at the crypto and this and the normies and and they don't we ruined it in the NFT and the branding.
00:21:07.200 --> 00:21:12.960
No, but the the the the sentiment it doesn't fucking matter at all.
00:21:13.440 --> 00:21:27.839
Nobody has any obligation to fix it, nobody has to improve the word, nobody has to make it sound better, it just works, it just works, it's just superior, it's so good that it's gonna live on.
00:21:28.000 --> 00:21:31.200
It doesn't matter, it doesn't matter, okay?
00:21:31.440 --> 00:21:41.440
And by the way, the young, smart, talented 18-year-olds are trading crypto or they're paying attention to crypto, and they're not watching phase lacey.
00:21:42.079 --> 00:21:42.720
All love.
00:21:42.960 --> 00:21:46.160
I've met Lacey IRL, I like him, I think he's funny.
00:21:46.400 --> 00:21:48.400
They're not watching the stream though, they're just not.
00:21:48.720 --> 00:22:01.519
The kids that are making M's or five figs, six figs, four figs, whatever, and get the crypto, internet money, renaissance movement that are go it's going on right now, they're not watching Lacey's stream, bro.
00:22:01.680 --> 00:22:03.359
They're not, they're not watching it.
00:22:03.519 --> 00:22:09.599
And so everyone wants to like take this stab at it that this matters, and it doesn't fucking matter.
00:22:09.839 --> 00:22:10.559
It doesn't matter.
00:22:10.799 --> 00:22:12.880
Crypto sentiment never has to change.
00:22:12.960 --> 00:22:14.319
Why why would it ever have to change?
00:22:14.480 --> 00:22:28.559
You think uh you think the sentiment of of stocks was good after the tulip mania or after 1927 or after 1987 or after 2002, 2001, or after 2008, or after 2020?
00:22:28.720 --> 00:22:34.160
Like, do you think it like what you think it sentiment about stocks was good in 1927, Great Depression?
00:22:34.319 --> 00:22:38.000
Do you think people were like fired up about the stock market and capitalism?
00:22:38.319 --> 00:22:40.079
No, nobody was fired up about capital.
00:22:40.319 --> 00:22:43.599
You think people were fired about capitalism in 1987, Black Monday?
00:22:44.240 --> 00:22:47.200
People are like the stock market is is here to stay?
00:22:47.359 --> 00:22:48.640
No, it's just a fucking scam.
00:22:48.799 --> 00:22:52.240
You think in 2008 people people are fired up about the mortgage market?
00:22:52.720 --> 00:22:53.519
No, bro.
00:22:53.759 --> 00:22:56.079
No, they thought it was over and a scam.
00:22:56.319 --> 00:23:01.680
They lost all their money and they lost their job and they hated the bankers, and they wanted they wanted everybody debt.
00:23:01.759 --> 00:23:05.440
They wanted all the bankers arrested, and they wanted everybody, everybody dead.
00:23:05.680 --> 00:23:12.000
It's like there's no level of any there's no level of marketing that needs to happen.
00:23:12.160 --> 00:23:13.359
Nothing has to happen.
00:23:13.519 --> 00:23:15.759
No one has any obligation to do anything.
00:23:15.920 --> 00:23:18.240
You don't have to fix anything, you don't have to change anything.
00:23:18.400 --> 00:23:22.799
All you gotta do is wake up and and believe in what you believe in, and if you don't go somewhere else, that's it.
00:23:22.880 --> 00:23:23.680
That's all you gotta do.
00:23:23.839 --> 00:23:26.559
No one has to do anything, nothing has to be done.
00:23:26.720 --> 00:23:30.400
It's not holding anything back, it's perfect the way that it is.
00:23:30.559 --> 00:23:31.519
It's perfect.
00:23:31.680 --> 00:23:32.720
It's perfect.
00:23:32.880 --> 00:23:33.599
That's my take.
00:23:33.759 --> 00:23:34.960
Thank you for rocking with me every day.
00:23:35.039 --> 00:23:36.079
Thanks for fucking with me every day.
00:23:36.160 --> 00:23:36.480
I love you.
00:23:36.559 --> 00:23:37.279
I appreciate you so much.
00:23:37.359 --> 00:23:39.680
If you're new here, I'm live every morning at 8 30 a.m.
00:23:39.839 --> 00:23:40.480
EST.
00:23:40.559 --> 00:23:41.279
Let's be great.
00:23:41.440 --> 00:23:43.440
Let's teach those balls how to tingle.
00:23:43.599 --> 00:23:44.720
Let's make shit shake.
00:23:44.799 --> 00:23:45.519
Let's make it happen.
00:23:45.599 --> 00:23:46.400
I love you.
00:23:46.559 --> 00:23:47.279
I'm out.
00:23:47.440 --> 00:23:48.720
I'll see you tomorrow.
00:23:48.960 --> 00:23:49.359
Peace.
00:23:49.440 --> 00:23:51.200
Black Beatles tomorrow, I promise.
