Risk On Podcast

We're AI Guys | EP 53

Risk On Podcast

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0:00 | 1:01:12

Covering:

- Trump plans to wipe out an entire civilisation 
- Anthropic cuts off third-party tools
- Claude’s relentless feature updates

And more.


SPEAKER_01

Good morning, welcome. Risk on episode 53, sponsored by FOMO, best trading uh app in the game. Go download it today. Uh promo code risk on 10% off all your trading fees. Um, guys, we are now gave back every penny we made from last week, so we're down. Still down 70. I think we're down 70% now. Um, so we're doing good, but we're gonna keep fighting. Um big day today. Uh how is everyone? We got a lot to talk about, actually.

SPEAKER_02

Yeah, yeah. Uh rough day in the market. I'm surprised. Yeah, surprised we're yeah, yeah, yeah. Unfortunately, not excited um right now. It seems like we're on the cusp of it just getting worse. I feel like the market hasn't priced in the uh what Trump is saying, which is is usually correct uh for anyone who missed. It seems like uh, you know, he he he said some crazy shit uh a few hours ago. I don't know if Henry's got that one to hand, but he said some crazy shit that it is uh it would take us substantially lower. You know, uh a whole civilization will die tonight, never to be brought back again. I don't want that to happen, but it'll probably will. However, now we have a complete and total regime change where different and smarter and less radicalized minds prevail. Maybe something revolutionary wonderful can happen. Who knows? By revolutionary wonderful he means wiping out a whole civilization. Um and he says we'll find out tonight at one of the most important moments in a long and complex history of the of the world. Uh you know, on the back of this tweet, you would expect the markets to be down only. The market is only down one percent. Is that troubling? Perhaps. Uh is that bullish? Also, perhaps, not to send mixed signals here, folks. But uh I just I think the world's on uh on on the brink of a collapse, it seems. Uh not to be a big bear tad. Um but you know, we don't we don't seem in the best spot at all. Um Solana uh has uh been infested by North Koreans, but you know, I just don't know where to go from here. That sounds very optimistic today. I know, I mean it's just like it's like every day, you know, it I'm kind of just I'm like expecting lower. Like I'm just I'm fully expecting lower, and to be honest, I want lower, and the market's not giving it to me. And it's like, what's gonna have to budge? Is this guy gonna have to sell it off a fucking nuke to get prices lower? Not that's the only thing I'm looking at, you know. Obviously, there's a lot more implications, but um, you know, what the fuck? Like I feel like we're in this, we've been in the state of limbo for a while, we've been in this range for a while, and it's like something's gonna budge.

SPEAKER_00

Yeah, I don't know, guys. I was uh I wasn't here on Friday. I I caught some bits and pieces, but um the last I heard, uh I was on a beach in Mexico and I was told that it's a big picture. Yeah, I was told that while you guys were streaming, and I was told, hey, market's in a good spot. Uh Trump said we're we're headed towards a ceasefire. So I logged off. I said, cool, things are good. And then I came back on this morning here, and doesn't seem like things are so good. Seems like you guys might have steered me wrong a little bit. Uh yeah, I don't know. Well, at the same time, prices are exactly where they have been for like a month and a half.

SPEAKER_01

Yeah, so my favorite thing was last night or yesterday morning. I logged in and there were tons of dudes calling bottom on crypto Twitter yesterday. I don't know if you guys saw that at all.

SPEAKER_02

As you do, yeah, yeah, yeah. I I I saw a lot of that.

SPEAKER_01

I saw a lot of that went from 67 to like 68 to 70, and I was seeing like anime posted pictures of bottom, like like uh quote tweets of like calling.

SPEAKER_00

You love the anime on crypto Twitter, right?

SPEAKER_01

You got it, crypto big. Um, and you know, and I was just like thinking to myself, I was like, this is why we can't have nice things because we got guys calling it, you know, what what what is a 2000 move from 68k? A 0.3% move. And the cool new general move and they're calling it bottom, saying crypto bottomed first. Uh and all this stuff. Meanwhile, Trump wakes up this morning and says, you know what, I'm gonna, I'm gonna wipe everyone off the face of the earth. Um on Easter, you know, Easter Sunday, guys are calling bottoms.

SPEAKER_00

It's so funny though. It's like it's kind of funny, like when you're really in the in the depths of these these bear markets, as we are in crypto right now, like the the positive value add of like zooming out, or even sorry, not zooming out, like checking out. Like, I am the least tapped into the market I've been in in quite a long time. And it not only does it save you stress, but it's like, man, uh you're we're so used to the like in bull market conditions. If you're checked out, you miss something. If if you don't get into something, you have this fear of, you know, this feeling of FOMO. And it's like a lot of times, like then the move is to lock back in and try to figure out where we are and and respond to that as quickly as you can. Whereas here it's like, yeah, like some people can be saying everything's great, we've bottomed, and they get really excited over this move. I'm checked out and I'm like, oh, it doesn't really look like anything significant's happened either way. And then all of a sudden, you know, you've got some crazy geopolitical event happens, everyone's those same people are panicking, we're going down to Bitcoin's going to 30k, whatever. And it's like I look at it, oh no, it actually looked like nothing happened. Like it's it's just crazy, you know. I it's how you have to code switch your brain because as soon as we are in a bull market, like it you'll have that psychology reverse where like the things that rewarded you will punish you. Whereas right now, the things that we used to think punished us rewarded us. Like it's good to not be chronically online right now for your mental health, for your financial health, all this stuff. But it's really crazy, you know. Once you make the adjustment and then you see other people haven't, um, you realize you're just operating in different worlds almost, you know? Yeah. Well, you've been there for months, uh longer than we were.

SPEAKER_01

I've been there for months, but I I haven't fully checked out until the last probably like January or December. I like fully like pretty much clocked out of everything. And my mental health is great. I've been like bricking my phone, so I turn off all my apps all the time, and I'm like rejuvenating my brain. Dude, we are like during a bull market, you become like mentally ill, like chronically online, your versions of like the world are altered. Um, you can't relate to anybody in real life, and you realize you need to like kind of heal from that for a little bit, I think. Um, and bear markets, like thank goodness we have them because like it's really I think it's really important to kind of reset, not just from like a trading point of view, uh, but just like from a well-being point of view. Um, but I also think that it that it allows you to it will allow us to come back stronger whenever markets do change.

SPEAKER_00

Um poorer but happier and healthier.

SPEAKER_01

Poorer but happier and healthier. Um, my my favorite thing though about these guys calling bottom, uh, Henry, if you can pull this graphic, uh Warren Buffett has just been stacking cash. Look at his war chest. Not a good he's not deploying this stuff, he's just waiting. He's chilling, he can wait forever. And here we are on crypto Twitter, calling bottoms left and right, saying we're back, it's time to deploy. When the greatest trader of our generation, greatest investor of our generation, is just saying, you know what, I'm just gonna wait.

SPEAKER_02

Crypto Twitter loves the anime knee slide hype post on a 2% move. Everyone loves it. I think I've done that before.

SPEAKER_01

You definitely have. Do you guys remember? Um I I I went to check in on an old friend of ours who might not be our friend anymore because of what I'm about to describe. Um, I think this was four months ago, December or so. Um, when people, I think we're at like 90K, 95k, and it was still debatable. Like, is it over? It's not over. Like Doomers are mid-curves, they're idiots. Um, and we went and we used to do this segment, which we need to do again. Just in I think all the KOs died. We did our KOL of the week segment and we put two minutes straight of Apewood posts up of him just bullposting at 95k. Um, and you just basically like we got like on Sunday on Crypto Twitter was just a bunch of Apewood wannabes uh bullposting.

SPEAKER_00

And it was it was it's uh the the double-edged sword of uh man, like it's just um I'm looking at this uh this Warren Buffett, the Berkshire War Chest, and it's like the the ADHD generation that we are, like we have to like flip have a new opinion or new bias like every few minutes or whatever. And like I said, it was like rewarding when there was like stuff happening every day. But the market's so dull right now, it's like we want to be able to shift our positioning or have a new take on something every day. And Trump does his best to give us stuff to like have some stimulus to respond to. But like this is right here is like an example of man, like nothing's happening, just build up your cash, build, you know, be ready. But like this, you know, they might not deploy anything for months, it might not be time for months. Hope that's not the case. But uh patience is uh and discipline is a simple concept and a very difficult thing to execute.

SPEAKER_02

Yeah, patience is something I'm struggling with right now. It's just uh like I said, we've been in this range for a while. I'm I was kind of hoping the range breaks either side this week, and uh we just don't really seem to be moving. Um I think a lot of people longed the 70k breakout and uh are now caught in this wind, to say the least. Um 70k breakout.

SPEAKER_01

Our our quant pengu said 76 is the only level to care about.

SPEAKER_02

76 is probably the only level to care about, but uh people were on the five-minute time frame.

SPEAKER_00

So but and that'll and and it's almost like the more that happens, now we see the flip side of it again on the other side where now they're gonna flip really bearish because we didn't launch we didn't break out there, but we're still kind of chilling at 67, 68k. And it's like, well, on the flip side, the only thing to really react to would be what, like 60k, 59k. I don't know if there's like another critical level before that, really. So it's like, who knows? Maybe we get there, maybe we don't, but like it's hard to react much if we don't, you know, it's a pretty wide range right now. So uh hard to like see anything happening within the margins of that and say now we have some signal on what we should do from here.

SPEAKER_02

Solano's seems to be like on the cusp as well. Solano's been a satellite$80 for a while, and$80 has uh been tested uh one, two, three, four, five, six, seven, eight, nine, nearly ten times uh now. And it's like it's a matter of time before this probably breaks. Yeah.

SPEAKER_00

Well, that's that's the question, right? It's like I I think the longer that level holds, the better. But at the same time, you don't bid that level. Like you don't bid that because at some point it could break, it could be nasty. But the if it does hold it longer, and then you break higher, I don't know what the technicals are on Seoul, but like you get a higher point and it breaks the other way. That could be a violent break upwards, but you can't you can't bid anything there until you until you like have some certainty that it's moving away from that direction.

SPEAKER_02

So what Solana price would interest you guys in a deep bear market? Like what what price would you be like? Okay, I'm willing to deploy a a lot of capital into Solana, right? Yeah, I know I have my price in mind, but what do you guys think?

SPEAKER_01

Meaningfully lower than that.

SPEAKER_02

Yeah, I th I'm thinking$50. I think$50.

SPEAKER_01

I think I it would have to be a number. Some of my best trades are when I like am not paying attention and then when I see the market bad, and I look at it and I look at an equity or a coin and I'm like, holy shit, this is this cheap. Like this happened to me with Meta, I think like a year ago. It was trading at like$4.40 or something. I was like, why is Meta so fucking cheap? And I just bought a bunch of it and it went up top. But like I feel like I I'm just gonna sit on my hands and do nothing until I see Solana at a price where I'm just like, holy shit, like I can't not buy this. And I think it has to start with a five, and I think I have to do the same thing for everything right now. And I think like in the motto of Warren Buffett, just like doing fucking nothing, just be patient. I have an opinion that we're going lower, and I've had that opinion for almost eight months now. Um, and we're almost there, and to not see that through would be a disservice for me for myself. Yeah, yeah.

SPEAKER_00

I think um I'm uh I wouldn't say I'm the same as Wood, where like I don't have an opinion that we're going lower. Uh, I've sort of now kind of wired myself for like, I don't have an opinion that we're going lower, I don't have an opinion that we're going higher. I'm just kind of like waiting and looking for something tangible. But like if there's been any lesson for me through the start of this bear bear market or now thinking back to like past bear markets, the lesson for me to operate in a bear market is like obviously patience discipline, but like placing stink bids that you don't think are gonna get hit. Um, and I feel like whether that's even on a shorter time horizon, if you're perps trading or if you're looking at like where my comfortable spot long-term term holds would be, it's like, man, like the yes, you miss out on some upside if they don't hit, but you're not losing anything. Versus like the reality is like we've seen time and time again, these things can and will go lower than you think in your mind when you're looking at the chart that they can. And so the the risk reward is like, yeah, I'm gonna place these bids or keep an eye on when that happens. And it gets to the same thing of what Wood is saying, which is like, I'm probably only buying if it's significantly lower, to the point where it's like, man, that is disgusting. It looks like it can never come back, type low. Um, with the exception of, you know, if you're if you have, you know, there's certain narratives that are going. I think like Tao and Zek are a little bit different right now on the short-term side. But like overall, I would say, like, yeah, like, you know, Bitcoin, Seoul, like I will make bit place bids significantly lower or higher. Like, I would be okay, I would be more comfortable buying Seoul at like$96 than I would be buying it at$70 right now, if that makes sense.

SPEAKER_02

Yeah, no, I I get that. It's another chart that does look really good at the moment. It's the only chart up really today is Zcash. Big privacy guys in the win. Um, I don't know if there's any news there. What what what as a as a privacy guy I've missed? Uh, but yeah, it seems to be the only chart nearly green that an XPL my watch list is kind of just oh man. I do have FOMO training, but I'm just like, oh Jesus Christ. You have FOM on the case.

SPEAKER_00

I do have FOMO on Zcash, yeah, because it's it's one of my favorite narratives out there. I really do believe in it fundamentally. I like it a lot. But I have been I you know I've played around with it and been and out too much where I I have my clear lines in the sand right now of like I again stink bid, only if I get a deep value area am I gonna do it. Or I actually have I've had$280 circled for a while. Like if it meaningfully like uh clears$280 and holds it, then I'm interested in maybe uh bidding some. I would rather probably have the deep value bid lower, but I can't chase it right now because I've chased things too many times and we're we're in bear market territory here.

SPEAKER_02

Yeah, danger close to 280, danger close.

SPEAKER_00

Yeah, but I would need to see it really like establish above 280. Uh, not like, oh, it wicked above, I'm gonna buy now. Like, you know, I'm not doing that. So yeah.

SPEAKER_01

One thing I do want to go back to, and uh I I know we talked a lot about this stuff with uh Aram, but do you guys think anything's gonna happen tonight? Uh we think it's just nothing. We think it's just absolutely nothing.

SPEAKER_02

Yeah, I think it's a nothing burger. Um anytime anyone thinks like when everyone's like, oh my god, this is gonna happen, never ends up happening. So my expectations uh for this is is nothing different. Honestly, I kinda hope I'm wrong, and maybe we get this big peace deal um or ceasefire or whatever. Maybe Trump's just saying that so we can stack his longs. Um stack his longs before he's gonna be able to get the tough thing is the big reveal.

SPEAKER_00

You know, even if there is a peace deal, we've seen this happen multiple times with Iran and Israel. It's like that even that is probably temporary, right? So, you know, it's it's hard to even overreact to that if it happens. Sure, the markets will pump for a few hours, but they probably retrace, you know, it probably ends up getting muddy again. I mean, I I'm just hoping nothing really catastrophic happens for the world, but like, yeah, uh, it's tough to play that market.

SPEAKER_01

Something I thought was interesting. Um, this guy, I know I've pulled up his tweets a while. I like this guy a lot. Chumbo Womba said, My quant told me to study dollar auction theory. Don't know. Do you guys know what that is? No. Dollar auction theory. It's basically a game theory paradox. Um, it says how we have we start in a rational place and it leads to an irrational place through a series of uh escalation commitment. So you're like the example up here. You're trying to buy a dollar, both the highest and second bidders must pay their final bids. So your incentive for bidding is to avoid losses and not to win. And I feel like we're almost getting there here.

SPEAKER_00

If that makes sense. In terms of what?

SPEAKER_01

You're like saying where bear market prices are or no, for the war and how bad things can get, how people aren't estimating, how people aren't underestimating how much worse it can get.

SPEAKER_02

This is what I'm thinking. This is what maybe I'm just being a bear tard, but I this is what I I really think people underestimate how and it's like this is what makes me question am I being a fucking idiot here? Because there's clearly buyers of Bitcoin. There's clearly significant buyers of Bitcoin in here keeping price above 65, 68 right now. Like, am I just being a bear tard? Am I overlooking? Like, should I be buying here? This is one this is the conflict. Um, because price is relatively strong. If you're being objective against uh stocks right now, um like stocks are stocks are put in some pretty big moves to the downside, and the argument can be made that you know uh Bitcoin's showing some resilience here, even though it did it did front run the downside. Let's not get that wrong. But this is the conflict I'm in right now.

SPEAKER_00

Um that's that's the thing, Sats, is like there there are a lot of like pretty strong indicators that would suggest, like, hey, a lot of the selling has been done. Tons of selling has been done. And uh, you know, if you look at like the RSI, I saw I read something this morning, like the the Bitcoin RSI is at the same levels right now as the 2022 bear market bottom. Um, there's you know, a bunch of other, you know, I don't know if you're an EMA's guy, all this, like there's a lot of information that would suggest, hey, like we are at or near bottom or should be. But the thing is, it's like, how do you factor in like a global war and like, you know, news headlines that are talking about nuclear bombs and all this stuff? Like that stuff is just you throw that in and that's a curveball. You could say, hey, that stuff doesn't matter, and the market does what it does based on the technicals, but how can you confidently say that when there's potentially unprecedented things happening from a geopolitical lens? Like, I think it's fair that you don't know what's going on. Like anyone who really confidently says they know what's happening right now, block them. Like, like they that's insane to speak with a level of confidence about, you know, unless this is like, you know, Donald Trump's like therapist who's coming out and is gonna, you know, give you know, give the tea, spill the beans on like what's actually going on in that dude's brain. Like, come on, man, you can't you can't even confidently say you know what's gonna happen here.

SPEAKER_01

Donnie's too busy out there describing his first experience having gay buttsacks.

SPEAKER_00

I can't believe we're talking about this, but I this is the video I thought that's going up.

SPEAKER_04

They came in so fast and so hard, and these guys knew exactly what they did. Let's go, come on, get in, let's go, blah. They came one right after another, not at the same time. They don't want to come at the same time. They had to come right after each other. They didn't have any room.

SPEAKER_00

They came in room, that's 31 million views since that's all that's going on in Trump's brain.

SPEAKER_02

Since yesterday. That is crazy. I tell you, the only people that I that are you just said anyone block anyone on the timeline who doesn't have a clue. The only people who have a clue what they're talking about right now, the Citrini analysts. The guys in the in the strait that have yeah, they know what's going on. They are tapped in. I don't know if you guys have been keeping up with this uh this uh this story, what's going on, but uh for those who don't know, there's an investment fund. Um and they have three analysts deployed in the in the strait right now. Uh they knew they they they were seeing the same headlines as us. It was a bit misleading. So their thought was you know, deploy the analysts, deploy the analysts, send them to the strait, get them to record. We have analysts on boats recording blown up uh vessels. Um that is commitment. at the market and I did see uh our our good our good friend of the show uh him uh call out them saying you know so maybe yeah he was like maybe what trades have these guys taken off the back of this news um and they did actually respond to his tweet saying we've actually took some uh some pretty profitable trades off the back of the the news here um or what what these analysts have gained but that's that's who you're competing against in the market right now you're competing I didn't see I didn't see any of this so it's there's actually three like they said they have three people that are there in Iran like yes just like what exactly are they doing they're like counting the boats that go through the straits or yes so so so when so when Trump claims it's open they're they're they're confirming they go guys Trump's saying it's open but we haven't seen a ship in ten hours um this guy's bullshitting and when it's open you know they're count they're seeing the ships fly by um and they're also just like these analysts are on boats they're on boats in the strait um literally danger close to missiles um that's what you do for the trade guys guys what would it take for you to go to the fucking Strait Armor if if if yeah this sounds crazy but it's it's one it's one way you're like fuck that that would be a great story to tell my grandkids um I would I would go to the strait record some boats maybe bro you won't you won't have iron kids to tell a story too I I will fly you to the strait tomorrow and give you 15k of cash and anything else you want if you can go there I will anything I will pay you anything if you're doing this risk on pod goes to the strait I will send you I will pay for that would be that would be fucking crazy I've got to get into Iran that might be a problem but I think we could make it analysis that would be crazy and if you know it's hard to say if I was an analyst at Citrinian and he came to me like my my VP comes to me look I've got a one way ticket for you um you're going to the straight I would say you know what fuck it let's run the straight um you're so full of shit there's no way coming from the guy who fled Dubai over a couple of little missiles saying he's gonna go down boost um I want to know the engagement these guys got on X.

SPEAKER_00

I don't know how many millions millions of millions well because I'm like man I gotta be honest it's a bear market right now I'm doing the math if we sent stats to the street man we might only get a few thousand views on that would that be I don't even know people noticed get like 3k likes and I'll just like lose a leg or something fuck straight up we might get it we might get a new$500 sponsor out of that we'll put the badges up and not get paid I will say one thing uh uh uh uh Anthem is hosting a space right now and Risk Ump has more viewers so we got that going for us guys really we got we got that going for us today don't have to go to the strait yet don't have to go to the straight yet screenshot it because this dude just started the he just started the stream like two minutes ago so screenshot it and now it's a fact no matter what happens.

SPEAKER_02

Yeah I did that I did that oh yeah yeah we're we're actually gaining on him um I actually saw someone say Ansom uh all the new gen guys um only know Ansom from the you know the GIF or the the telegram statements the boxing off a bean yeah yeah that and the boxing the boxing gif and the Ansom off a bean one and no one knows them for the whiff trade.

SPEAKER_01

Well dude the new gen guys are absolute idiots I didn't want to talk about this because it makes me so angry but I I got like I got like very mad when I kept seeing guys flexing like PL cards on 50k toppers over the weekend. This new gen of people are just absolute idiots. I mean they're not they're whatever they're playing the game but they're absolute idiots they're killing the game that I love and that us old guys like invented basically and they're smearing it and ruining it and um I don't know.

SPEAKER_02

Well the game the game's been dead my man game's been dead game's been dead there's a big argument over over tooling right now and I I went back and I found a really bit like I was you know bear posting the trenches like nine months ago. Funny how I now work for a launch band but um yeah I was I was perma bear posting the uh the trenches and saying how how tooling has become so crazy and how it started off with wallet tracking and now we're just in some I don't even know what we're at now. We're in the final the final the final stage of tooling where it's just so advanced. It's come so far and there's a big argument in the trenches now and you know the the trenches is a very very small place on CT now. But it's just a shambles.

SPEAKER_01

It's a shambles and you got people still longing Pump fun I saw two guys with prom two prominent accounts long Pump Fun yesterday. And I was like for what? I don't understand it. It makes no sense to me one of Big Dudas no it wasn't big dudas. Big Dudas did did say that he was done defending them though and that uh he was just gonna let the buybacks do the talking. And the buybacks are talking because the chart's going straight down. Which is showing that they're shouting they're talking in the other direction. But yeah I just don't get it. Anyways I that just made me angry so I wanted to touch on that quickly. The other thing I wanted did want to talk about and go back to this though because I think this is an interesting topic that you mentioned at the beginning of the show Seth is uh North Koreans uh just infiltrating DeFi protocols everywhere um with the Drift most recently coming out saying that they were social and it was a social engineering act um they were they were um they were approached by an investment firm who wanted to up who wanted to get onto the Drift network um and it just ended up being a bunch of North Koreans.

SPEAKER_02

That is crazy and they met them in real life and real life how many people yeah how many people followed this story who were listening but it so basically the the Koreans or these North Korean guys uh yeah that this was a social engineering thing where they met them in real life they they've basically done everything there is to do they went to events they built this whole network they built a product that works um just to just to just to manipulate these guys and and it worked they pulled it off um wait so they really because they were they were like a they they said that they were like a trading and firm or something like that.

SPEAKER_00

They actually built a a trading product and like showed like everything they were doing. So like it was basically like real up to the point that they they did a bunch of work to pass as not not even like online in person pass as a legitimate trading firm that they were giving demos in person.

SPEAKER_02

They built an actual trading prop firm yes yeah with with a million dollars in capital uh just to infiltrate the uh the drift the drift guys and then so that's like a 250x return huh that's a big return that's a good pretty good for the Koreans and then uh yeah I just sent this this one to Henry if he's if he can bring that one up uh there was a stable on Solana I've actually actually don't know these guys but the team learned today that the former CTO um was flagged as DPRK DPRK is the Koreans uh is the North Koreans if uh anyone wasn't aware but it seems like these guys are everywhere in the industry wait sorry he was the CTO of what he was the CTO of this product uh stable or stabil a DEX basically and uh yeah the the the the former CTO uh they seem pretty big actually like I've got a lot of mutuals with them they got over a hundred K on Twitter um I've I actually haven't heard of them but yeah the ex-cto was uh Korean so this begs the question how many guys in crypto are just all Korean North Koreans uh you know uh is is is wood a Korean infiltrate um are we being socially engineered by Wood um it still hasn't gone on face cam so it's possible exactly yeah it could be a reason for that could be uh could be a mass mass surveillance operation on on us um but no it's fucking crazy this is absolutely insane how many times are we gonna see this these guys can't keep on getting away with it like I mean they can they can yeah that's the worst they can and they will there is I mean they they are literally being they are incentivized to do this because they have no way to get cash anywhere else what like we us the generates are just funding the North Koreans yeah crazy the North Korean hackers have been far and away the best bear market builders of this salt cycle they go I think it goes the North Korean hackers and then Ben Pasternak are the two biggest winners of the bull market. Guys did you see the big news on Pasternak him and him and him and Eve are out or whatever her name is yeah Evelyn yeah Evelyn they're done guys they got Evelyn left off big bear market news big risk on news Seth you gonna you gonna you you're gonna go in there for Evelyn? No it's Africa I think uh a streamer has already made his move jason the ween jason the wien famously lost a lot of money on believe um and on the believe past the knack ecosystem his revenge was taking his girl devastating for Ben big for Avi I don't know if you guys friend of the show now avvy don't know if you guys saw Avi's tweet under underneath that that that tweet and uh no he was d he was dming Evelyn DMing Evelyn um very loud thing for Avi to do uh he is uh he's an interesting character man I gotta say um he's uh he's a crazy ass founder you wouldn't see many people just raise the big round he's under the tweet DMing Evelyn he said I'm going to DM Evelyn no no he he dm'd her took a screenshot of the DM and then put it under the tweet even better he doesn't have a filter he uh what you see is what you get yeah literally did you guys oh man I'm trying to find this fucking tweet I can't find it uh Frank posted a tweet yesterday that said if crypto probably if if crypto rips probably lots of J curves on chain which is just like no shit. What does J Curves even mean?

SPEAKER_01

I don't fucking know but the first tweet underneath it was by some guy saying uh clead coded and I was like oh come on guys guys could be clead coded could be and it was a guy with like 2000 followers who've been a clear for a long time but I was thinking to myself like the price of clead is fixed to the equity races. This is not clead coded at all.

SPEAKER_02

Unless I misunderstood everything we had an hour long conversation with Avi about uh yeah I would tend to agree we I don't think we're gonna be seeing price her up to 100 mil anytime soon uh but could be clever could be clead that's a great bag work I gotta say uh any tweet that is bullish you just put your bags uh and then the word coded straight after yeah never fails coded could could could work with anything like that's how you remember aptos you remember the Aptos guy just went yeah and he I think he said to a macro guy on CT he was like sidelined sidelin was the greatest tweet of all time yeah that might have been the backwork didn't that guy like single handedly pumped aptos chart like 30% or something and then you know he got hired by aptos in the end oh really yeah yeah his name on Twitter is Bislamic G uh jihad or something like that or it's it's something crazy yeah and he ended up getting getting hired by Aptos uh oh my god off the back of the sideline tweet and the and I looked the other day I tweeted about it but no one gave a fuck um he is still bullposting aptos now oh my let's I just looked up aptos sidelined and the second to top tweet that comes up is from uh cmeister saying Buzzlamak Jihad single handedly making aptos look good here while the rest of CT is sidelined yeah yeah cmeister was a big aptos guy off the off the heels of that yeah he loved the shtick yeah he did it was a pretty good shtick it was a great it was so funny because it was so ridiculous I forgot about that that was so good so I've been derailing us this show into just completely ridiculous topics yeah I don't know how we got here I don't know how we got here how we got here either but we're we're still beating Anthem though so it's all good I think Anthem shut down his stream because uh he um couldn't compete with us he couldn't compete with us um couldn't compete with us last thing I want to talk about before we become AI guys I thought this was fucking hilarious was uh a guy wound down his hedge fund to go work at Plasma and is shilling out like it's a good thing like Seth you were talking about Plasma last week weren't you Seth I was I was why wait why did you bring up plasma? Was something happening because I like I don't yeah no no I I this is before the pump yeah this is before the pump I was really looking into to to plasma because I was like I I feel like they're you know they they had a bad launch they had a lot of unlocks um but it had some potential still I still I still think the products has a use case with the dark pools and uh like spending on plasma makes sense compared to spending on soul or spending on Ethereum because you spend in private no one can see on chain uh where your money is like plasma as a chain makes sense that's a reason a lot of big and smart people invested um and they released their card they released their like their version of a crypto card uh last week and yeah I just thought you know what this this makes sense as a buy um I overcomplicated it by asking Claude if they had any buybacks um and what I I I made the devastating question to Claude what's the token support there was no token support the token support never existed okay what do you mean by the token support so I was wondering like oh what's their plan in uh do they do any buybacks with revenue and they don't do any buybacks of revenue they don't they don't really do anything it's just the token just simply exists um alongside the company uh there's no actually integration in the business with it it just seems like I don't know like what's the point of owning it and uh that's what fuddered me out and then yeah the chart ripped uh 40% in one day literally 40% wick no it wicked 86% in one day um but I think a lot of that was a short squeeze. Henry I actually uh I just sent the live shot of the plasma chart into the chat if you could pull that up I've just seen on my second model what that is this is the this is the plasma chart yeah yeah no quite literally this is the chart do you do you remember when do you guys do you guys remember when I was a long term plasma guy holy shit plasma's ripping plasma's ripping up yeah I remember when you were a three year minimum plasma holder stats I very I I have many clips and memories of you telling us how long you're gonna hold plasma you guys see the bottom right there uh where there's a little touch of green that's where stats has insane FOMO right now zoom in zoom in that's stats shot at stats's FOMO that face is just Trump and Stats inserting himself into what wait wait let's let me let me let me take a screenshot of the actual chart as well uh let me a little side by side see how accurate they are actually accurate here we go wow look at that fucking chart is put in Henry ping that bad boy up that is fucking wow that's actually worse that's worse than the one I gave you yeah holy shit they are this was absolutely brutal by the lines are so faint you can barely see them because that's how much volume and and liquidity there is in this chart. Yeah uh that's that's also the colouring on my chart sorry folks wait but you unironically were feeling FOMO and or still are you still feeling FOMO no no I'm not I wasn't I wasn't feeling FOMO it was more just like I thought of the idea I thought of the idea I literally was gonna buy uh a significant amount of this like mid five figures of this uh near six I was considering just like a six figure punt uh bear market punt and hope for the best um and then literally two days later I see it rip 86% oh so you were thinking about before before it yeah before before before and I literally was opening up things and like ready to to buy spot um on this I had orders loaded and uh I just I I cancelled them and I was like oh you know what this is just a bad I wanted to it is funny man because I feel like I have the same thing happen a lot where it's like you get when you've been trading these market it's a pretty small industry so like there's not that many things sometimes I feel like you get these like sensations where you're looking at something and you just it's like you can feel it before the narrative even hits and you almost can sense that it's gonna happen but you but like never do you have it's like man I can't actually bid this like no one is talking about no one is going to touch this thing but you feel it and then you're like man I I just and then it does pump and you're like holy shit I was right but then that's when the FOMO sets in you're like damn it I knew this and then you and then if you want to buy it then it's like it these things are so in bear markets they're so brief it's already over and it's like you know that's clearly what happened there. But yeah it's like if I lost on that trade yeah if I lost on that trade went down another 50% then I have to come on here and be like guys I just lost 50k on plasma in the bear market and and then you guys are gonna go why the hell did you bid plasma and I'm gonna go you know what no I don't have a fucking clue.

SPEAKER_01

I don't have a clue then you'd have to go to the straightover moods you'd have to take my offer you'd have to take it you need the money.

SPEAKER_02

Should I look at flights now sad so I had the same thing happen.

SPEAKER_00

You guys remember I had like a random 48 hour period where I was bullish near protocol and I was like big and uh I don't know it was the similar thing where I saw some stuff lining up like Tao was getting a lot of talk but I was like this makes sense they're doing all the near intense and sure enough like I saw it start pumping like abnormally I did get into it but then I because I was like 24 hours late to the trade it hit right up to you know it it it had crazy 20% day or whatever but I held it and then just as quickly it retraced and I had to cut it like breakeven or like a three percent profit and it was like man if if I had done it when the when the sensation first happened it's probably like a 40% trade right there. Um but uh it's a small window though it's a very small window.

SPEAKER_02

Yeah there's like there's only enough liquidity to pump one coin at a time and and it and it only and it only works once a once a month. Once a month you'll get these crazy moves on one coin and it will straight retrace where all the holders who are underwater go fuck I'm getting out I'm getting out of this shit off. And that yeah that happens once a week on one different coin uh every coin apart from the ones everyone owns uh for very good reason you're not gonna see that on Solana I'll tell you that well now that we're AI guys um only by basing the title of this episode um what are you guys I this doesn't really impact me but I'm imagining it impacts you guys and I know Sats I know you said you stopped using OpenClaw but anthropic cutting off third party AI tools um basically stopping claw subscriptions from working with open claw and other third party ai agents um your costs have just gone up astronomically like I I I I I I remember at the beginning we all kind of knew that this is all being subsidized right um and now we're just you know what's what's gonna happen here and like how is this sustainable going forward for people like us um you guys tell me I I was talking about this earlier with with someone else like yesterday and I think we're not far off um having a clawed subscription an open AI subscription of what what would cost like a thousand dollars a month and I think people will pay um I gotta be honest right now I would pay for that um I would pay like a thousand covers it yeah and even then but it's like you can charge 5k for this a month and it would still be justifiable for how good it is um and that's just the reality and I think we're a matter of time because they're realizing you know how much people will pay I think we saw with the Claude Max subscription yes it's only$200 but that was deemed as crazy expensive at the time and everyone was like whoa not buying that but now everyone's like wow cheap as fuck cheap as fuck amazing and to be fair I haven't run out in a long time like there was like last week where it felt like everyone was complaining saying like oh wow uh I'm getting limited uh loads but now this week it seems to be back like I haven't had one like I haven't run out of credits in in fucking ages. Uh then again speaking that I do have two memberships both on the$200 member like the$200 uh month plan. But um yeah I just switched off of OpenClaw though right because completely off yeah I don't know I've done that ages ago when when I when I initially spoke to you because I was like I feel like this is a ticking time bomb and all my like history and my memory will just be simply deleted and I'm better off make the move now um than get caught in this. I know I know Swizzle's assistant uh the one you had on telegram is now over isn't it no it's still it's still there it's just significantly more expensive.

SPEAKER_00

I'm trying to find the the announcement tweet uh that they made about the changes on the fourth but basically like yeah it was you had to change your you could no longer just use the OAuth for your like Claude Max subscription so now you have to pay on a credit Like a per credit usage basis. So like you're truly paying for how much you're using when you're using OpenClaw. And the way Anthropic works is like you're just burning through credits so fast now. So it's significantly more expensive. I need to make the switch. I just like I have to play around with like using, you know, however the Claude plugin works, the CLI, whatever. Like I right now I'm so comfortable. I got in such a good rhythm using OpenClaw that I'm like, I'll pay a little more for a while. Um yeah, this is it here. And so you basically have to just use the um the API now instead of uh for pay per use, instead of just using your subscription, the subsidy's over. Um, but here's the interesting thing. It's like it goes so much deeper. You guys were talking about like how you know, SAS, you can use it a bunch. People are not worried about paying the cost. A lot of this, we're just like these individuals, but the enterprise usage is crazy. Like all these, you know, tech deep tech companies or the AI labs, like they literally, I was at an event this weekend with a bunch of AI engineers for like, you know, for meta, for anthropic, whatever, like hanging with these guys. Like the the company culture is literally like if you aren't using enough, if you aren't burning enough credits, you're not using enough tokens, then what are you doing? Like, like they don't care about how much it costs. They want to make sure you're playing around with this stuff and getting as good as you can be at using claud code and all that, to the point where it's like, you know, people are maybe on the hot seat for their jobs if they're not going through enough credits. Whereas you and I are like, damn, this is getting more expensive. Like, you know, how much are we gonna get limited? It's like these guys have endless budgets on tokens, and they actually are like mandated to be spending a fuck ton of money as much as they can to burn tokens. They can't use enough of this, they can't be coding enough on clawed. And um, you know, so I think it's, you know, there's definitely an adjustment from Anthropic where they're like, we're not gonna subsidize this because we don't have to. This is a revenue model, the run rate is insane. Um, you know, it was kind of inevitable that some of these changes were gonna be made.

SPEAKER_03

Yeah.

SPEAKER_00

Uh, but it also opens the door to like people love open claw. I'm one of them. Like they love being able to localize stuff and have their own stuff. So it's like, you know, what happens when open AI's next uh, what is it, Codex? What's their version like Codex? When their next model comes out and it's better, uh, you know, right now it doesn't really compete with Opus 4.6 uh from from Anthropic. Like, what happens when that model comes out and all of a sudden, okay, maybe maybe that's a competitor. People go back to using open claw, it's leaned into, but like then also at that point, have all these claud integrations just gotten so good. I feel like we've had new feature releases like every few days. Yeah, it's crazy.

SPEAKER_02

It's just insane. But I think when open AI is like when codex does get good, people will just use both. I know I will just use both. I will just use both. And but I think it's a scary reality, like this getting like the increased cost. Um, because AI was like everyone was like, oh, the cost to build now is is essentially zero and anyone can do it. As this gets increasingly more expensive, that no longer becomes the case. A thousand dollar a month usership for the best option will price what 70, 80, 90% of people out, um, and just leave the people who are willing to pay a thousand dollar a month and the people who deem it worthy and and figure out how to get enough value out of it right now.

SPEAKER_00

Uh well, but it creates a divide, right? Because for like the average person who's using these LLMs or AI tools, like 90%, 95% of the stuff they're gonna do, they don't need the newest, most advanced model. And that other stuff, the older models probably get cheaper and cheaper and cheaper to use. So, like the average person who's all of a sudden, like, hey, I'm gonna, you know, start using Chat GPT as a search engine or whatever, like, I think that's gonna get dirt cheap. But then it's like the gap between those who are truly using it for you know an opportunity to build things they couldn't before, and you know, like try to really juice out their output, like that stuff is maybe gonna be very, very expensive. We'll see. And they're they're backed by whatever companies funding them to do that work, though. Yeah, very true.

SPEAKER_02

And then I'll I I'm sitting there paying out of my own pocket like a mug, but because you want the good stuff, you know. Yeah, because yeah, because I I want the good stuff, and anytime a new version does come out, I will be the buyer, unfortunately. Like if Codex does come out and say, Oh my god, we're better than Claudeye, I'm I'm a buyer, I'm a consumer of that product. Um, unfortunately. Um crazy, crazy reality. I think if you're not using this right now and you're not trying to play around with it, you will be behind because I don't think people understand the extent of it. I know I've said this before on the on the show, but yeah, I don't think I don't think people understand the extent of how far this thing can go and how actually effective it is right now. Um, even from two months ago, yeah, the levels it's come to is is completely insane. Like, but yeah, Wood still got his Mac mini in the box.

SPEAKER_00

Sats, I know you've been yeah, the Mac mini still in the box, Wood, right?

SPEAKER_01

Still in the box, still in the box, has not been open. Now it's just gonna, I'm I'm gonna own it forever. I'm gonna use it as like a paperweight on my desk.

SPEAKER_00

Sats, I know you've been I know you've been coding a lot with uh I assume you use Claude. I don't know if you're using yeah. Um what are like the main like of all these feature releases and stuff they've done, like what's your main usage? What's your as someone who's maybe someone who's listening right now, they're like, how do I really use this to help me? Like what are like what is your experience like and what are the things that people like give us something people should really play around with? If they were to take two hours today and be like, I'm gonna start working on doing this.

SPEAKER_02

Um, I think the way it builds webs right now is completely insane. Um, I know that's a feature that's been out for a while, but it I've noticed in the past month it's got extremely, extremely good about recognizing what you're actually prompting and and and putting that into into concept. And when you when you link it as site, like uh now it can I don't I don't know how how much you've been on claw because you've been on open claw, but it can open up your own Chrome browser now and it can be in Chrome with you. Um and you know when it used to link it as site and it used to be like oh I can't actually read that, but now it will go on your Chrome browser, you can get a plugin and it will open up the site you're looking at, take a screenshot and look for itself. So you can send an example and be like, oh um, like take a look at this. I want my site to look like this. It will open up the site, take a screenshot of the site and be like, okay, well, I'm gonna make it exactly like this. Um, and you're gonna be happy. And it fucking nails it. It nails it. You can really you can really one prompt things at the moment and it will one shot what you want it to do. Um before it took a little bit more prompting, you have to push it in different directions, but now it's like I'm shooting one prompt um and it's working. So I think but I I I think as well, a lot of people waste a lot of time because it because it's so easy to just shit out loads of products and shit out loads of ideas, but it's about trying to hone in on one like pain point you see and just throwing everything at it instead of making five ideas, because I think that's where people get caught up and just say it's useless because they're not actually using it. Right.

SPEAKER_00

It's almost and when you use it that way, it's almost like a video game where it's like, how how many like like minimum viable functionality things can I build today that I'll never actually look at again tomorrow and on. Um, but that's still addicting, it's so fun because it's like, oh, I'm not a coder and all of a sudden I can build this shit. Like it's cool. It's fun, it might not do anything for you and make your money, but it's it's yeah, it is you know, it's also someone said that the new age Fortnite.

SPEAKER_02

Yeah, no, it's someone's I think someone said that. I think it was uh Naval, big Zcash guy as well. But um, he was like, uh it's like the way vibe codings come, it's like the best video game ever. Um, and it's the most addicting video game ever because it it does provide that instant dopamine hit of you literally prompt it to build something insane and it will it will have your working product within 10 minutes, um, and something you can sink literally hours and hours and hours of time into. Um I haven't had it in a long time, like I haven't had this since I used to play like I think a lot of people know I used to play video games a lot, and uh like back in the day, uh that was something I done when I was like 16, 17, and I I done that full time pretty much, and I haven't had that feeling of wanting to stay up all night and do it um until now with this. And I think that is uh that really says something because I literally sit here until 5 or 6 a.m. fucking prompting Claude all night. Uh because it is just addicting. Uh there's no other way to put it, especially when you have that first drop of revenue from a something you vibe coded, and someone actually you see users in real time and you see money, even though it might not be a lot, you see money coming in. That's fucking addicting. There's nothing else like it. Like, but yeah, if you're not using it, start using it.

SPEAKER_00

We're gonna get Wood. Uh he's too quiet right now. We know the guy's got three kids to take care of, but uh, one of these days we're gonna just pull up uh screen share claw on here, and Sats and Wood are gonna do a little tutorial, and we're going to get the boomer is gonna start coding and make it happen.

SPEAKER_02

I think it would blow your mind.

SPEAKER_01

No, I think it would be fun to do, and I have no doubt that I'm that I will start using it and doing it. Um I just have a two-month-old baby at home.

SPEAKER_02

That is valid.

SPEAKER_01

That's a valid excuse, I gotta be honest. That is it is not the time to be diving in. Uh, plus, it's gonna all be different in a few months, anyway, right, Sats, or am I just calling it?

SPEAKER_02

Yeah, no, it probably probably will. Like in in two or three months, it will be a completely different fucking landscape.

SPEAKER_00

And uh it's gonna get more and more user-friendly for like the average person. Like, I've it's just gonna get easier and easier for them to do it without knowing what they're doing.

SPEAKER_02

Right now, I would say you do still have to have some technical knowledge to be able to get everything going. Like, you do have to sit there on PowerShell, you do have to sit there in terminal. Um, I don't even know what that is. Yeah, and and and and and do some things yourself, but that's only to get the server side running um and get like him integrated into your GitHub and things like that. So you do have to still have a level of technical knowledge, but it's getting closer to the other.

SPEAKER_00

But the beauty is if you don't know that stuff, you can just ask Clyde and it'll tell you. And it'll teach you how to step by step.

SPEAKER_01

Quite literally, and that is the beauty of it. Yeah, definitely incredible. Well, I'm glad that we're more than just crypto guys now, because crypto just I don't think it's cool anymore.

SPEAKER_02

So before we go, look at this fucking tweet, man. Look at this uh what is his name? Oh my god, I can't think of his name. He runs donate.gg now.gg yeah, so I it's it leap is a really nice guy. Yeah, Leap's a really nice guy, but I I I I once donated to this donate.g. This is not the point I'm getting to, but I donated to his donate.gg it was some I think to uh a cancer research thing, and uh uh I donated uh a decent amount of money. Um I got to the donate page to donate, and it took for I think it took four percent fees. And I was like, a donate page to a cancer thing, and you're taking four percent fees off me. I was like, that is just crazy. Um but this is the tweet I was getting to. This is a uh this is a three minutes and 51 minute, uh three minutes and fifty-one second video of of him saying why he should have pivoted to AI um and gotten out of crypto, basically. Um and it was the most doomer post in a long time, it felt like a million times bigger than crypto. He was basically saying how how how long he spent in crypto and how how much he should have pivoted. And I was like, if this isn't the bottom, then is this worth watching?

SPEAKER_00

Is this like a do we need to like keep this up here and watch it right now?

SPEAKER_02

No, don't don't watch it on here, but it's something for for everyone to go and watch. But it's uh it's an interesting video, it makes interesting points. Um but but yeah, it this is one of them things you see deep bear market of people just getting sick of the industry, sick of crypto. And I you know what? I don't blame him. I don't blame him.

SPEAKER_01

You got that, you got Ansom tweeting out today that he's gonna get into hiking. Is he? You know what?

SPEAKER_02

I I was actually thinking of that as well. I was thinking of uh hiking sounds nice right now. Yeah, he's got something there, it's a good thesis. I was actually this is completely off topic, but I was about to book um and go climb Kilimanjaro. Uh you should do that. Yeah, that seems like a great bear market activity. And I I I want to do this thing where I try and climb as many of the seven peaks as I can before I'm 35.

SPEAKER_01

Um have you watched that documentary of that guy who climbs all of them in like a month?

SPEAKER_02

Yeah, what a fucking animal.

SPEAKER_01

That was insane.

SPEAKER_02

Yeah, what an animal. I I heard only 500 people have climbed all seven peaks, and I was like, wow, that seems like something I want to be a fucking part of. That would be a cool story.

SPEAKER_01

You need to be like in really good shape to do that. Like you need to be a freak of nature in shape to do that. You think 500 people have done that? And stats, stats is gonna be one of the. Well, speaking of being in good shape.

SPEAKER_00

Speaking of being in good shape, stats, I played I played Padel this weekend. I know you're a big Padel guy. That's probably his Kilimanjaro prep right there. The guy who's playing Padel at the end.

SPEAKER_02

Such a good sport. Yeah, there you go, folks. The Kilimanjaro prep. You'll see me fly out the matin in fucking no time. I'll be breaking records and shit.

SPEAKER_00

I played Padel and I was like, man, pickleball kind of sucks. Pickleball sucks.

SPEAKER_01

Relative to that that's so much better. Pickleball is lame, it's it's slow. Uh this is like a more intense, it's much better.

SPEAKER_02

Glad you guys are bullish on this as well. Glad you guys are bullish. I'm very bullish on this. I'm starting to see the vision.

SPEAKER_01

It's a big sport in it's a big uh country club sport in the Midwest and has been for a long time.

SPEAKER_02

Yeah, wait until me and Ansem start flying up mountains, and then you guys are gonna be catching on, going like, wow, this guy's early to everything.

SPEAKER_01

This guy's early to uh I think when Ansom says he's getting into hiking, he wants to like go like hike up a hill in like California, not like hike Mount Kilimansa.

SPEAKER_00

I thought Ansom was a top signal now.

SPEAKER_02

So you know, maybe he's putting in bottoms on mountain climbing.

SPEAKER_01

I was a mountain climber in like middle school. I climbed all the big peaks in uh New England, yeah.

SPEAKER_02

Wow, fuck me. I maybe I need to. How many peaks are in New England?

SPEAKER_01

Would there cannot be a lot of mountains there? Are you kidding? The uh White Mountains in New Hampshire? Mount Washington?

SPEAKER_02

How big's that? How many meters? It's uh Mount Washington.

SPEAKER_01

It's the tallest mountain east of the Mississippi.

SPEAKER_02

That that seems like a pretty big I need to get a meter check on the city. Pretty big thing, uh pretty big. Uh what is it called?

SPEAKER_01

Well uh Mount Washington.

SPEAKER_02

Mount Washington Other Mountains America.

SPEAKER_01

Let's look.

SPEAKER_02

It is the That's a 2,000 meter uh mountain, that's pretty weak. That's pretty weak.

SPEAKER_00

Uh we don't we don't use meters here, Sats.

SPEAKER_02

Big feet guy. Yeah, 6,000 feet.

SPEAKER_01

I mean, I grew up out east, so I'm not like a west coast. We didn't have these tall mountains like you guys out west might have. Uh whoever destroyed.

SPEAKER_00

Well, this is like the equivalent of saying you were all state in uh uh basketball. Yeah, state full of white people. It's a different measuring stick.

SPEAKER_01

Yeah. You know, I I I can't help where I grew up. It's uh, you know valid is what I was exposed to. Being being being being the best of a bunch of mediocre white people at something doesn't make me any less good.

SPEAKER_00

That's valid. He was he was the best, uh yeah, he was the all-state in his in his little town, and he was also the best hiker in his family. Best hiker.

SPEAKER_02

Record time, record time is flying on the no one knows who he is. No, he's beating everyone. It's fucking crazy. Everyone's got what everyone can kill him and John. He's actually the best.

SPEAKER_00

He's the best coder, he's the best AI coder uh in his household. In my household, I actually am. Yeah, it's big. It's big. He hasn't unboxed the Mac mini, but none of no one else in the family even has a Mac mini show. Ahead of the fucking curve. Ahead of the curve.

SPEAKER_02

Not the only old podcast in the in the household, though. Not the only older podcast.

SPEAKER_01

No, I'm not anymore. Um I'm not anymore. My double pod. My wife saw how successful us uh uh unemployed podcasters were and was like, I gotta have that. I gotta be able to tell everybody that I'm an unemployed podcaster too.

SPEAKER_02

That's real fucking shit. I don't blame her. She's living her best life. She's living the life many dream for. There you go.

SPEAKER_01

Yeah, yeah, yeah, yeah, yeah. Um, all right, let's wrap it up here. Uh we'll be back. What day is today? Tuesday. So we'll be back Friday at twelve o'clock, um doing more AI stuff. And if there is any crypto stuff to talk about, we'll do that too. Um in the meantime, um, go try to trade with me on uh FOMO. Um download it today. And uh we will be back Friday at noon. Thanks guys.