Why Crypto Investors Can't Afford to Ignore This AI Trend

AI is no longer just analyzing crypto markets, it's trading them. This week we break down the platforms now letting AI agents manage your portfolio, what that means for the future of investing, and why this shift is bigger than most traders realize.

AI Agents Are Taking Over Crypto Portfolios
Base has rolled out MCPs that let AI agents connect directly to your account and execute trades, while Robinhood is enabling similar AI driven tools for stocks. We dig into whether this is genuine innovation or a play to drive up trading volume and fees, and what it means for investors who choose to get involved.

The Iran Peace Deal's Ripple Effect on Crypto
With tensions easing between America and Iran, we look at how the agreement has shifted oil prices and what knock on effects it's having across the crypto market.

Bitmine's Stock Collapses Over 90 Percent
We unpack the brutal crash in Bitmine's stock price, what it signals about mismanagement in the space, and why mining companies carry risks that direct crypto exposure doesn't.

Pump.fun Expands Beyond Solana
Pump.fun has launched on Ethereum, Base, and BNB. We discuss whether this is a smart move to capture lost revenue or a sign of desperation in a fading bear market trend.

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Transcript

You have all of these L&M's that are, you know, the MCP's that are making all of these trades.
They don't sleep, they don't get tired, they don't ask for annual leave.
They don't ask for anything. All they need is tokens. You have the tokens, they will trade.
I'm feeling free on dropping below 2000.
Bro, I don't know man, it's here at the point of the scheme.
I reckon, I reckon if is on the...
I reckon there's this no saving eat in the sense that like,
we haven't seen an old town pilot in a millennia.
And it does come back anywhere near where it was like, you know, 5 gram class,
then the entire market has to be so hot, it's unbelievable.
This year...
A K-Bating app has outperformed its theorem in 2026.
Let that sink play.
And this doesn't...
It definitely hit a low, will it hit 50?
I don't know, I'd have to do some tread lines.
Even if it does see a 50-cola light, it's a win. It's a win.
Because it will be 300 one day, it will be 500 K one day.
The content presented in this podcast is intended for informational and educational purposes only.
It should not be considered as financial advice, and listeners are encouraged to conduct their own research
or consult with a qualified professional before making any investment decisions.
Do flip.
In this week's episode, we'll be exploring which chains and which exchanges
will now let you use AI to manage your portfolio and how you make games.
We'll also be talking about the state of the market since the agreed
piece still between America and Iran and what effect that's had not only on oil but in crypto.
We'll also talk about bitmines start crashing over 90% in the stock market.
And finally, something that might bring the trenches back, or maybe it's just... nothing.
Humpun launches a bunch of new chains, so we'll get into that too.
But before we talk about anything, you know what we have to do.
We have to ease into things. We have to talk to our friends who are de-jans
and get into some crypto confessions.
I worked for a company in crypto for the past five years.
All my savings were in our token, around 100 K.
Recently, the CEO quit and the company closed.
Taken with it, my savings of the past five years and 65% of my vested tokens gone in an instant.
Now, I am on welfare, as if the last five years never happened.
Take your wins when you can and don't hope for it to become more.
Why on earth did this don have all of his money in a company that he worked for that was already
paying?
He was in the front of the tech, bro.
It was in the front of the tech, innit? That's why I brought it.
Oh, either, either.
But then, surely, your CEO told you that they were going to leave a company before it was made public.
Like, surely they don't find out for the day.
And in any sense, bro, like, if you work for this company and the CEO,
there's an all-hands being, he's like, yeah, listen, guys, I'm going to leave a company.
Bro, you are the first to know.
Like, you are an insider.
You are the first to know.
And you just held.
Bro, you deserve the fit you got, bro.
I'm going to lie to you.
I'm sorry to hear it, but it is what it is.
Bro, he's a diamond-hand kind of guy from him.
He's in it for the tech, bro.
Because if you're not in it for the tech, why would he?
Anyone that was obviously in it for profit would have sold.
Whether you were in pro or whether you saw 20% down or you bought 40.
But at the end of the day, the solution was like, you know, there's nothing wrong with what he did,
but he published a cash that on his risk long, long time ago.
Because it didn't need to get to a point where like, you're now all savings in.
And now the line and the company is balance sheet to be healthy and you never need to be growing.
This is not the way to kind of manage investment and being all in one basket.
It's just a cautionary tale.
It's hard.
It's time and time and again, people yellow into perp trades, yellow into meme coins, yellow into SEOs.
And just wipe out the type of wallet.
So I think more or less than this.
Don't do that.
Do whatever he did.
Do the opposite.
Don't invest your money in the company you're working with.
If they're giving your token and you let it ride to zero course, it's different story, but your own savings.
I don't understand that.
I mean, maybe he added some insider knowledge that this token's going through the moon.
Of course, you bought into the cool it.
There was selling you do an interview.
Like, obviously you bought into it.
That's why you put his life savings accountable.
Like you go home, take a partner.
Yeah. So now we're going to buy a house and I'll take that money and put it in his token.
It's going to change our lives.
And now you have this is just peak.
Peak.
So wherever you've done, let it be a cautionary tale.
Don't do it.
Do the opposite.
I've always had the notion that founders are professional lives.
And when you understand that, you can move how you need to move in life.
Because there's no way you should go from $100,000 to welfare.
That is quite, you know, the contrast.
But look, it's an expensive lesson, not just financially, but in terms of your ego, you've really.
Taken on, you know, what it really means to, to potentially trust or not trust in this instance, your employer.
That shouldn't be on only source of income.
And even if it is, like there's no need for you to double dip.
You're already getting paid there.
You don't need to keep all of your life savings there.
And even if you didn't leave, you've got market cycles to contend with too.
So one way or another, you're going to get screwed.
What you should have done, you should have diversified, go either go into Bitcoin, other tokens.
I'm not sure which market cycle this is.
You know, or he would have even be better to keep it in cash, despite inflation.
So there's other options that you should have explored.
And if you manage to make back a lot of money next time, and you know, the owners probably telling everyone,
you're not allowed to sell your tokens or whatever else.
Yeah, to signal that guy.
Just do what you need to do for you because guaranteed he's okay.
But it is what it is.
Welcome back to the Crypto Flip Podcast.
I am your host, Harris King, and I am joined once again with my co-host,
Ricardo and Daddy.
Don't forget to like, comment and subscribe if you're watching on YouTube.
And if you're listening on audio platforms, don't forget to leave a comment because it really helps us create new episodes.
If it's your first time here, the three of us are active investors and traders in crypto.
Are we going to the trenches and explore what you should be doing and what you should be focusing on to help you become a better trader and or investor?
So with that being said, let's get into the first story.
Base.
A lot of you are familiar with that chain.
And they have recently announced that NCPs will be launched or have launched, which will enable AI agents to connect to your base account and to manage your portfolio, which is pretty interesting.
I know we've spoken about AI agents a number of different times within recent weeks and it seems to be something that keeps cropping up.
So I think it's something you should probably be paying attention to.
But effectively, this is how it works.
So you select your LLM, you connect it to your account, and then you can, based on your different strategies, enable it to manage your portfolio, grow your portfolio, make trades, a lot of different things.
There's a lot of ways in which you can use the information that AI can provide to either be actionable or maybe for research purposes.
But they want the only one.
Robin Hood was also rolling out AI agents, which will enable you to trade stocks and also make credit card purchases on behalf of users via tools like Claude.
So it seems like AI agents are not only the future, but are things that are happening now.
And if you don't leverage them, you may get left behind if you don't know what you're doing.
What do you guys make of that?
Bro, the fact that they're doing MCPs is basically a money growth.
Hand me out.
Okay.
You always had the ability to do everything that you just mentioned using APRs previously.
Now you can do MCPs, which means that they're opening up the pool of people that are able to make all of these things like make trades via MCP or a bunch of different stuff.
I'll go through some of the plugins, the skills that I've seen.
They're just opening it up to people that are less technical, which basically is going to promote masses of over trading, which basically is going to run up their fees, bro.
Like that's the real reason behind doing this.
And then I had a little look at some of the skill plugins that are going to be there.
Some of the most interesting ones.
There's this one called Meanwhile, which will explore lending markets, supply assets and borrow against collateral.
Again, something that you could have used a regular API to get a data for.
Virtuals, so discover recent launches, sort agent tokens by market data and take token actions through chat.
Blah, blah, blah.
Listen, I'm not saying this is a bad thing.
Like as somebody who's actively using agents to trade via API, yeah, this might make my workflow easier.
But I think it's just, yeah, I think it's just a money grab.
Like, I don't know if this was a heavily requested feature or if it's just.
It definitely wasn't a heavily requested feature, bro. Definitely it was not because people don't understand MCP was called service yet.
Sometimes slowly being rolled out.
And I mean, I think you're completely correct, bro.
I mean, this is the like, pick notes, everybody.
This is how you stay relevant and bear markets. This is how you stay hot.
It's why you stayed at a forefront of investors, retail investors, even the seats are certain.
And I was like, I've, while you were talking, I've done just a little quick research.
I'm thinking.
They should be more relevant if they had a token, but I don't have it.
They didn't have a native token because of.
I don't know, maybe because they're owned by Coinbase, Convex already probably traded.
Is there a conflict for interest of having the both kind of like dual ownership, you know,
cocking structure? Like what is the token kind of represent value wise in that ecosystem compared to Coinbase?
Just a lot of competitive to it, but I feel like the more relevant they ever, ever get a token, but they're not.
So this is just a money grab.
I think this is just to get them up with the calm.
Blowing the trading volume so they can take a high fees and my markets and.
And here's the evidence I have to kind of back that up.
Go and look at the quality earnings for Coinbase in the last couple quarters.
It's been going down.
Obviously less and less than a trade of volume.
So Convex have to get, they have to.
I mean, cleverly get.
Find a way to kind of extract my money from users, but it is kind of inviting them to come and trade on base because there's absolutely MCP agents now.
Or if there's low end trading fees or kind of stuff.
So here, completely right.
If you are, I mean, AI is only ever as good as, you know, the instructions you give it.
So if you're a bit clueless as to what you should be doing, then this is probably not the most recommended thing for you to utilize in order for you to grow your portfolio.
Because.
Yeah.
Yeah.
You can, you can give, you can give it.
Because I think we're probably going to get to a stage, right?
Where it's going to be AI versus AI.
And then, you know, you'll have a few.
People that are still manually trading, but you're probably going to have to be a.
Super new, or you're going to have to be like.
A world class trader for that to even make sense.
But I think everything there's going to be an equalizer, which is AI.
And then you're going to have to figure out how to get an edge because everyone's using the same skills, the same other lambs, all of these things and everyone's using AI.
Then it's like, how do you gain an edge?
Well, at this point, a lot of people aren't really using AI.
I mean, people using obviously.
A cloud, chat, GBT, Gemini for like basic tasks, but in terms of crypto.
The math, the math is on, on using AI.
Is this a sub sector of a sub sets?
Number one, retail is not back, obviously.
Number two, even for those of us still here.
A lot of people are still getting to grips with how to best utilize AI.
But in spite of that, yeah, I do agree with, you know, what Rick will say.
And it definitely is a way to boost, you know, trading volume.
If you have all of these L&M's that are, you know, MCP's that are making all of these trades, and they don't sleep, they don't get tired, they don't ask for annual leave.
They don't ask for anything.
All they need is tokens.
You have the tokens, they will trade.
And yeah, what I would be interested to see is if you give it, you know, give it a separate account, give it a separate account, give it a separate account, give it a separate account, give it a separate account.
Give it a bunch of money.
Maybe even do like a human versus AI trade, like almost competition, if you like, and then see which one comes out on top.
At least at this stage.
I know there's been a lot of progression, I think last night.
Claude released 4.8.
But then even thinking about that, like what would it be trading?
Like what would be the strategy it would be using because they're not giving you a strategy.
They just say, we're allowing you to go wild.
It's a tool.
But that's what I'm saying.
So if you have, you might have all the tools in a world, but if you don't have the right strategy, then it's a bit meaningless.
At least right now, they'll probably be more skills, more trading styles and stuff like that to come.
I haven't really looked too much into myself, but if that isn't like universal right now, it's something that will come.
But again, that will only be effective so long as the majority of people are using it, because once everyone uses it, then it becomes non-avoid.
So yeah, it's a bit of a tough one.
I think if you get on it early, you have a strategy, you know it works because you've done it manually.
Then there's something you can just use to enhance what you already do.
If you're just hoping AI is just going to do it by itself and say, yeah, make me some money in the market and click enter on the prompt.
Yeah, somehow I don't think that's going to work.
Yeah, I think just a quick follow. I reckon.
Aside from the whole like agent economy where you have agents buying stuff for people autonomously, and now potentially you can use crypto to do that.
Like, you know, who's to say that you can't use this to say, hey, go and buy me a holiday, but make the payment with my base account like cool, cool, but put in order that aside.
Is there any alpha in this? I don't know. It kind of depends on the skills.
If there is a lovely if somebody wants to go in and decide I'm going to build some statistical arbitrage, but that's going to look on all of the assets on base and compare them to linked assets on the hyper liquid BNB, like all the other.
All the other layer to layer one. Sorry that have rap tokens. Maybe there's some money in there.
But yeah, straight out the bat, Coinbase releasing this like, yeah, that is yeah, that strikes me as money grow.
It's definitely potentially a money grab, but something that isn't being grabbed right now is Bitcoin because Bitcoin dipped to $73,000 amid what you would think would be the opposite as Iran and the USA recently announced peace.
Peace, peace still, which has since been violated and oil actually fell to below $90, which is generally good news because that means things aren't going to be as expensive and it slows down inflation.
But it appears as though it's had a negative effect on Bitcoin and crypto as a whole.
Bitcoin wasn't the only thing to go down. I believe that Ethereum briefly dipped below $2,000 as well.
So yeah, the market seems to be in turmoil and here's a little prediction for you.
One of the prediction markets or gambling sites, as I like to call them, Calxi said that there is a 50% chance that Bitcoin drops to below $50,000 this year.
So yeah, what's your take on the market and what do you guys think?
I mean, I start with prediction markets.
First of all, yeah, most of the DJ and gamblers that are going on these prediction markets, whole type of them.
I love to see it. I love to see the my odds slash slightly future telling abilities that they have.
But yeah, I guess Bitcoin going down to 40, 50k.
Bro, I don't feel like that's impossible for sure.
Like even at 40k Bitcoin is still holding strong in a, but not holding strong.
It's holding okay in a bear market. Will it go to that level?
I don't know. I don't know.
It's possible.
From where we are now, I just can't see. I reckon we're going to bottom up.
Probably somewhere.
Actually, maybe not. Maybe not that far. Maybe like 65, 60. If it goes down to 50 happy days, just buy more.
With a fear of dropping below 2,000.
Bro, I don't know man. It's three of the Ponzi scheme.
I reckon if is Ponzi.
I reckon there's this no saving east in the sense that we haven't seen an old time higher in a millennia.
And if it does come back anywhere near where it was like 5g plus, then the entire market has to be so hot.
It's unbelievable.
And the reason why I say I feel like Ethereum as a whole is dead is because, bro, when you look through the market right now,
you're seeing things like 5, 6, 10% down across the top 100.
But you look at the tokens that haven't gone down or that are actually doing well over the last seven days,
even with the drop, tokens like near and hyper liquid, which printed a new all-time higher.
Bro, if that money went into ETH, ETH would be strong.
ETH has lost confidence in the market.
And you can see that just because there's other altcoins that are doing well in the top 100.
And they continue to do well.
Sorry, it's beautiful.
Why do you think that people have lost confidence with ETH then?
I don't know, man. I feel like it's because of the whole nothing new is happening.
Really, not really.
You know, the title is not come out and say, I'm going to solve all hunger.
Like nothing new is happening with ETH.
It's not exciting or sexy right now versus some of the crazy movies.
It didn't do that well when everything was bull market and it didn't make a new all-time higher.
It just kind of dotted around.
Yeah, I just feel like people feel like what's the point of investing in ETH?
Bitcoin outperformed ETH like drastically over the last cycle.
So if you want to gains just by Bitcoin, which is the better asset anyway,
as we want to know everything else is this a trading, a lagging indicator about of how Bitcoin is going to do in the market.
So yeah, I reckon that's what that is.
And the whole oil falling below $90.
I mean, I hope I start to see that at the petrol pumps, but at the end of the day,
we might not have to.
On Monday, it could just flick and go the other way because this is being broke.
I don't know if you're going to see it just cause it's moving like a meeting because I'm trapped because of Trump.
Yeah, bro.
Every time Trump jumps on his phone and makes a tweet, it's like it's like a rug or a verse rug,
whichever way you want to look at it.
But yeah, I reckon that's how I reckon things are probably going to play our American Bitcoin would definitely hit a low.
Will it hit 50?
I don't know.
I'd have to draw some tread lines, but even if it does see 50 go like it's a win.
It's a win because it will be 300 one day.
It will be 500k one day.
So yeah, really my referee.
Listen, yeah.
I think for me, I mean, I think you kind of hit it in and in the head with, I mean, with the recent price drop.
I mean, yesterday we were like, a few years ago, we were a lot closer towards eight EK.
Other sudden it's a, well, obviously we go rejected hard from the turn and mivin average.
And obviously we sort of going down, but we didn't go below some of that.
Okay.
And other sudden have getting a vacation in my phone down.
I'm like, what's going on?
Did the investing data come out?
No, what's going on?
It's been another talk of Iran and US talks breaking down.
Even though the obviously they're on a 60 day ceasefire, which is the reason why I bet.
Could always actually traded consistently well below $100 because it was no ceasefire.
I think obviously, you know, the companies will feel like supply would be disrupted.
And obviously that will kind of price in the premium into into our, but it's not so.
All on the kitchen kind of points towards this being fixed and could potentially give Bitcoin a good value.
You know what I mean?
Like, I think I'm looking up on the market now.
There's a there's a few action that I will probably trade out, probably take like one month will probably have the best performing month for BTC.
The BTC hit 90 K first for his 70 K.
There's some interesting market, but the market that definitely want to hammer is the market you said just now.
Will Bitcoin hit 55 K this year?
I think it will.
And the reason why I think that is when you look historically and I think I think everyone should just go home and do their research.
Go look at the charts here.
Historically, Bitcoin.
Consistently tops the fourth quarter of the post halving here.
So a year after post halving.
That's when it tops.
Go check when had I read it to 126.
What what it was?
You know what I mean?
It was it was it was Q four.
And I think Bitcoin usually based on the circuit practice analysis or hit.
They hit his yearly low near the end of mid term.
So Trump came into office first of Jan 2025.
So two years will be end of this year Q four.
So I think that's when we're likely to get probably a bottom of this market.
So I think we'll probably see 50 K BTC at about end of the year.
That's what I'm predicting.
That's what I think is most likely to happen.
I think that's more.
I'm willing to bear my money on that happen.
That I'm betting on four years.
I was dead and we're going to hit a block top of 150 K like.
I would sell the 150 K.
Any more 50 K market like there's a market on thingy.
But when would be to say hit 150 K by December 31st of 2026.
That's on 8%.
That's what you're under.
By June 30, 2026 1% probability of that happening.
So it's just good for sure.
Like let me four years back was not dead.
I could go on and on and on and on and around about the four years cycle.
How are like people thinking because we talked out on apathy for a cycle.
My big dad was good.
Look at SFP 500.
It's top time apathy before and it's had his bear market before rising again.
So we're not going to skip the bear market now or because of it here flows and.
And swan money beating in this place and that's why we're going to have another blow off top.
No, for your sake was doing that.
So that's what I have to say.
Yeah.
So.
I think that where we are now we're just sitting around 73 K.
It did briefly below that during the week.
And.
Well, it's still in the bear market.
Why what I find interesting is that.
For example, black rocks BTF black rocks be Bitcoin ETF saw a 527.
$8 million outflow on May 27th, which is the largest daily outflow since this inception.
And I know we covered some other institutions doing a lot of selling last week as well.
So it seems like institutions are also selling, which may be part of the reason why.
Bitcoin is falling, which is obviously whenever Bitcoin falls, the rest of the market falls unless.
You know, it's just going into all sorts which you haven't seen for a while.
But ultimately.
I think we need some perspective and I saw this.
Post, which I thought was quite interesting.
So this post.
Was from a Bitcoin forum and it was on July the 9th 2011.
It was going to read it out.
So this is what 15 years ago almost.
This is why I have liquidated my position in Bitcoin.
There is very little upside going forward.
No forward moves of late have any traction whatsoever and demand continues to lag.
Way too little upside for such a risky proposition.
So my advice is to move into dollars.
Only a significant change in economy could alter this forecast.
Well, the economy didn't change much, but Bitcoin certainly did.
And, you know, I think it is a really good perspective.
A lot of people myself included, you can be frustrating when Bitcoin's obviously not having this blow off top or, you know, a meteoric rise or.
What we've seen in previous cycles because the market has changed.
But.
I think when you're impatient and you make rash decisions and, you know, you sell your long term positions.
And, you know, institutions come and sweep that up.
It's, yeah, it's not really a rational thing to do.
Because Bitcoin today is 73 K, but we all know it's going up.
If you believe in it long term, you know, we're potentially touching numbers of half a million a million.
Then if you just look at a data, a lot of people haven't gotten into Bitcoin and that's just retail to get about institutions.
Speaking of institutions, I remember seeing that.
Because they had to disclose.
SpaceX, obviously, is going to IPO, I think, on June 12, which is coming up soon and adds to disclose.
Obviously, their financials, etc, etc.
And they're sitting on a Bitcoin back.
And I think it's their average buying was quite low, relatively speaking.
I can't remember exactly.
Was it 30,000? 20,000? I can't remember.
But these institutions are buying.
Obviously, it's Elon Musk who loves doubling in Bitcoin.
But when more and more of these companies start doing it and, you know, you have all of this tumultuous stuff in, you know, tradify.
It will look a bit more attractive.
So have a bit more patience.
And, yeah, you know, you come out the other side a bit unscathed.
But something that's not coming out unscathed is bit mine because the stock crashed 90%.
So this is a result of $8 billion in ETH losses.
That's a significant number.
And it's not even within crypto itself is obviously a stock.
So the stock plummeted from $161 in July 2025, where it peaked to $18.82.
As of May 27th, 2026, which, you know, mirrors, eavesdrops and, yeah, hasn't been great.
What do you make of this and how do you think that's going to affect the larger crypto ecosystem?
Because obviously there's a lot of crypto companies on the stock market as well.
We're going into a bit of market now.
A lot of these companies are going to start having negative balances on their balance sheet because either they have lower volumes or they just have less interest in crypto and less interest in their product.
So they have less eyeballs on their product.
But I feel like this is going to be, I wouldn't say it's the first, but it's probably going to be one of the start of companies that are just just going to get hammered, bro, like over the next few months.
And we'll see which ones of them survive.
Every bear market, a bunch of crypto companies die.
We always see on our confessions.
So, yeah, I'd be interested to see if there's going to be anything new coming from from Bitmine.
I can't imagine it, bro.
I can't like next week we're going to hear about how Bitmine, you know, created the MCP so that you can use their platform.
I was just aware to say it's not sure.
I see to have something.
And potentially, you know, they've, yeah, now you can trade.
Stocks and shares on their platform.
Yeah, I just, I see the desperation increasing, but yeah, this is what it is, bro.
Like, if you can't survive this market, then you're going to be, yeah, you're just going to be stuffed.
I reckon if anyone has money on Bitmine, like you just have to get that off like now.
For sure.
Yeah, and I know they used to be like a, like a full mining company, but obviously as time goes on, difficulty gets worse.
I guess they should have always had a plan for what happens if difficulty becomes too high, or if mining becomes too.
Yeah, if it becomes unprofitable, like what, what to do from there.
And I feel like the reason why their stock price dropped so heavily is because they didn't have a good enough contingency, bro.
Like their profits have fallen off a cliff.
Anyway, better than me, still.
What I love though, what I love though is this guy is just like Tommy Lee, the founder.
He's like, yeah, yeah, yeah, I get it then.
I'm going to do it again.
I'm going to do it again.
Listen here.
Oh my God.
I, where do I even start with this?
Bro, prior to you becoming an ETH Maxie, your thing that made Tommy Lee special or whatever the name is done is called.
Yeah, was that he was one of the first guns on the market selling Bitcoin man and machines.
And I understand the pivot.
I understand obviously now we're getting closer to the last block completion.
It's becoming more difficult to mine with energy practice soaring.
We thought, let me bet on Ethereum.
Obviously, as a joke, I sent it to you, man.
And it was actually true.
This year, a gay dating app has outperformed Ethereum in 2026.
Let that sink in.
And this dummy, imagine he started with two billion pictures in the ETH.
And it wasn't doing really well.
Then he did another 2.5.
He did another two bill.
And obviously, that's obviously you say that's around that 6.5 bill.
Anyone with any common sense will stop.
Let's say, well, let's just wait for the market to kind of, because you're right.
Obviously people are marketing, but they didn't really borrow too much money.
But I don't know about that though.
I meant to look deeper into the balance sheet to see how over leverage it is because where's again all the money from.
Let me just say this company captured you this is the issue in bonds.
It's got to be issues are kind of debt somewhere that we're not seeing.
Because obviously, I'm going to take X-Men a thought to the bank.
What I'm going to say is like you switch from Bitcoin, man, and we can understand.
You bought more and more ETH even though you are down year on your portfolio on your ETH portfolio.
And when it's clear that we're not sure what this market is going to be like.
Obviously, crypto has already had his bill of top.
This bull market is being kind of on the warming even what even topped what?
4.5 a brick.
What is the only top piece this year?
This cycle was 4.5, haven't it?
So 4.5 K.
Yeah, 4.5.
Actually, I think it was 4.8 because I think even the new autumn had a little bit.
So number $20.
Actually, but for me personally, the effect that.
And it takes someone to kind of be true to themselves and we don't understand why I'm
really putting all of my money into this asset.
Like what?
What has gotten me so in love with this asset because you're never been in love with the asset.
Including BTC and you know how great BTC is.
But I just would like price the previous cycle.
The talent is not making the same effect he used to make before.
He said with it like we've priced it Elon Musk.
Elon Musk used to move the market so crazily.
Now you can see something about BTC or whatever it doesn't matter.
And I'm not saying that it's not a genius.
It of course is a genius.
But being a genius is not necessarily me.
Your token is going to keep just a center forever.
So and time lead to keep buying even buying and buying and buying.
I mean, you got what you deserve mate.
Like what are you thinking?
Like if you're buying BTC at least you can bet your house.
You can bet your life on it.
But BTC will come back even stronger.
I make a decent run.
But if you do like it go we have a valley now.
I'm going to go to one twenty six thousand dollars.
We'll probably next rally we have proper rally that we have.
But we run to one eight eight eight two hundred K plus.
You know what I mean?
That's something you bet you bet on.
You don't burn it to do a blow off top based on previous two cycles.
Each cycle is different.
But one to that is consistent is that every cycle is a four year cycle.
And for you to keep plugging more and more money into into if it's just I think it's just silly.
I think you should be fired.
Honestly, pure grossness management of funds right here.
Literally eight billion.
Yes, crazy.
I mean the fact that it fell 90%.
When I first saw that I was like, wow, that's crazy.
90% on the stock market is pretty insane.
But I mean, there's a number of different ways I can tackle it.
If you're invested.
Good luck.
You might want to draw what's left of there and see what you can do with that.
If you're not invested, but you will think of investing.
Probably think again.
And it's not something I would touch with a barge bar in terms of trading.
So, but in terms of.
You know how this company is ended up in this position is like.
Every every founder needs to have a vision.
You know, and.
If if you if you can't navigate.
Properly, then you're going to get stuck.
Difficulties always going to get harder.
That's just programmed into, you know, the blockchains.
We all know that.
Let's see.
It's obviously going up and it's never gone cheaper.
It might you might come down a little bit, but it's not it's not going to get cheaper long time.
Unless you, you know, you some sort of renewable source and even then it may not be the case.
But.
For you to be in a position whereby you get, you know, caught holding a bag and you've got.
Not only like the mining equipment is probably going up in price.
The electricity is going up in price.
Your assets are going like lower in price.
You hear him like you couldn't you can't pick the worst of market to be a part of.
So yeah, I'm not invested in that.
I don't think I would invest in any sort of mining company personally speaking.
If I'm investing in crypto, I'd rather have exposure to the direct assets.
I don't see the benefit of investing into a mining company.
Unless someone else could correct me.
But I don't I don't see the point.
But yeah, it doesn't make any sense.
But something else that may not make sense is pump fun because pump fun recently launched.
Ethereum base and B and B.
So is this the best thing that's happened to the trenches or is it something that will kill what's left of it.
So basically what those guys did is they basically just now allow you to swap.
You're from pump fun, which is.
I'm also still on the Savannah blockchain.
I don't know.
Maybe it maybe is.
I don't know.
To now being able to do the same level of skull doggery.
On BMB and ETH and wherever the other one was.
If this doesn't screen desperation and bear market.
To anybody.
I just don't know what will.
Like only expecting volumes to go up from this.
Will volumes go up from this?
I don't know.
I feel like Solano is a pretty cheap network to do anything on.
So realistically.
Yeah, I just don't see the point.
But I mean, yo, if you might have a different angle, let me know.
But for me.
These guys are just crap.
They're clutching at straws.
They're definitely they're definitely.
They're definitely.
But I can see why they're doing this because they don't do it.
So not to do it.
You know, I mean, they, you know, I mean, so in a, in a desperate attempt to maintain market share.
We want to expand to other network.
It's just a good, depending on how, how well they executed because.
This could backfire.
It could be said, obviously he said, and I agree that.
So Lana, things are cheaper.
At least you could be more focused.
I mean, you can focus on just making sure that things are functioning well on the network.
Now you have to worry about base.
You have to worry about BNB.
You have to worry about theorem.
You have to worry about how they change their protocol at fundamental level and keep it up with that.
We all, we are code.
So for me personally.
I mean, you, you might have telling these no bear market like the size of their, this size of their, my God.
Pabits he talking pumping.
It'll be if they're nothing.
We can see doing nothing.
I mean, companies grabbing a straws doing things.
Do the MCP service.
I mean, begging them.
Come on.
It's there.
The signals are there.
Don't tell me about going to have a rally and do a blow off topic a couple months to 150.
That's crazy.
That is crazy talk right there.
Yeah.
I think, I think they did it for a couple of reasons.
One, yes, they are clutching the straws and they need to be shipping products to try and.
Attract and retain the people that are, you know, still hanging around.
I think the other reason.
Is because.
Especially in the bull market, but even recently.
They have left money on the table because.
They've only been focused on Solana.
Now it makes sense why, you know, you start with Solana and, you know, you build your home base there.
It's cheap as fast.
It already had a bit of a culture of memes and now you obviously exploded that.
But in the bull market, there were, you know, B and B memes were popping off.
Tron memes were popping off.
Base means were popping off.
East means were popping off.
And even more recently, I remember when I did that story about I straight.
And the e-th version is the one that went to hundreds of millions.
Now imagine that was launched.
On.
Fun.
That's a bunch of money that they can't now.
Get exposure to and especially in this time.
Every penny counts.
So I think it's all of those reasons combined, but when you don't have to leave money on the table.
And you're already the biggest and most well known platform.
For me, coins in the space.
It's it only makes sense.
The only thing that may happen is like dilution because I mean, it's already happening, but.
Too many chains and there's only so many people.
So that's the only negative or main negative thing I can think of.
But aside from that, I understand why they've done it.
Will it matter?
Should you get involved?
I'll probably hold off to be fair, but.
Yeah, I think I think every crypto companies doing everything they can right now to ensure that they stay afloat.
And can survive to the.
To the bull market.
But with that being said, we'll see you guys in the next one.
Peace.