PCE Inflation: The Number Bitcoin Needed Just Dropped Transcript, AI Summary & Key Points

00:00 Okay, we got the PCE numbers. Now, the PCE numbers are the measure of inflation that the Fed basically rely on. And guess what? The PCE numbers came in cooler than expected, right? So, we were expecting 3.7% PCE yearon-year. We are at 3.4% yearonear when we're talking about the month-on-month. We were expecting a 4% increase month- on month and instead we got a.3% increase month- on month.

00:25 Now remember that we are expecting the Fed to make a decision about the interest rates at the next at their next FOMC meeting which happens just a few days before the uh election. So the FOMC meeting happens on the 28th and I think about four or five days later we get the uh we get the the the midterm elections, right? And as it stands right now, now listen, I haven't refreshed these numbers.

00:48 I haven't refreshed this this over here since the data came out, but as it was before the numbers, 52% chance that we're going to get no rate cut. No, no rate hike. Let me refresh the numbers and see what the numbers say now because this is a moving target. Okay, this is a moving target. Let's have a look here. Okay, 65% chance that there's that there's not going to be a rate uh a rate hike, which the market was expecting.

01:16 And so now what's basically happening is you got Bitcoin at 85,157. You've got the altcoins greenish, lots of green. A lot of the green is coming from AI tokens. We'll talk about the the AI tokens and why the green is coming from AI tokens. Although I must warn you that these PC numbers are not really what they seem. They're really not what they seem.

01:37 And the reason why the PC numbers are not really what they seem is because they changed the methodology under which they measure the PCE data. And so everyone was was expecting the numbers to come down, but for some reason the market is still acting as if the market's surprised about these things coming down. Right? So you had um Nick Taros who basically came out and said August PCE figures which the PCE figures which are due or uh Wednesday morning are subject to a bit more uncertainty than usual because there's a new

02:06 methodology change and so a lot of the banks were actually expecting 3.1 3.2 3.3 3.4 4 and basically uh or 3.5 3.6 and basically the numbers came out uh at these numbers over here which are slightly um which are slightly which were slightly lower. So now let's talk about the dilemma here. The the the Fed's dilemma, right? So this is what the Wolf of Wall Street says.

02:30 He says the August PCE data is out. Real consumer spending rose. That's the strongest gain in real consumer spending since March 2025. So now you've got consumer spending a lot more. Nom nominal PCE rose, but the headline PCE rose.3 uh to 3. So basically the headline PCE came in below expectations, right? with a revised number on the GDP number. So Q2 GDP was revised to higher.

02:54 So now the economy is actually higher than normal. Right? So now there's a real a real big dilemma as to whether the Fed's going to increase rates or not increase rates. As I read it right now, the chances are that they're not going to increase rates. And if you look at the uh what it says in uh on Poly Markets, let me just refresh this in case it's not um not the right one.

03:17 So yes, right now as it stands on poly market, 65% of no change in interest rates. So 65% of of no change in interest rates is exactly what the market needed to hear. Exactly what we needed to do to break through this uh this Bitcoin 8384,000. And you can see if you zoom in on this time frame over here, which is I'm now zooming in on the daily, but we'll look at it on the 4 hour in a second.

03:41 You can see we've had a little bit of a breakout. Let me just expand that into a 4 hour. The that's the break. You can now see the breakout in the 4 hour. So, it looks like we might actually get another leg up. It really does look like we may get a uh another leg up and that's pushing up the altcoins. And if you look at the altcoins, um there are a couple of things that we need to look at.

04:00 The first thing we need to look at is what you're seeing is a lot of them are AI altcoins or AI tokens that are basically running. So, NA's running, world coins basically running both AI tokens. The ones that are down, uh lighter, which actually is in our portfolio, and I'll talk about why lighter is down in a in in a few minutes. Let's also look at um the the next page.

04:19 Stonk up. We're looking to get an entry on ston, but I'm I'm not paying these prices. I'm not paying these prices. Grass up. We'll talk about grass in in a few seconds. Um yeah, mainly the AI tokens. I'm I'm going to treat Radium as an AI token as well. Um another one which we added recently to our portfolio. So, we'll talk about all of those. So, um listen sweet.

04:38 It was a very fast start. So, for those of you who who we didn't greet, welcome. I'm Cryptoman Ran. I'm here every single day bringing you crypto love and crypto wisdom and keeping you up to date with a lot of altcoin alpha. If you're new to the channel, if you haven't already subscribed, subscribe. Especially if you're an altcoin dion, this is like this is probably a place where where you're going to find a happy home as they say.

04:58 Um if you are a uh if you're a Bitcoiner, I think you'll be okay. Hollis, can we get the old numbers back? Cuz these numbers are are they look a bit drunk. These numbers look a bit drunk. Um let's talk about the big news today. Let's talk about the AI tokens, why the AI tokens are moving. I also want to maybe start covering what happened yesterday at the Robin Hood Summit.

05:20 So, I don't know how many of you were watching this Robin Hood summit. Um, basically, it's where Robin Hood presented all their, you could say like their opinions on what's going on and improvements and how they're basically improving the Robin Hood token offering, etc., etc. And I must say it was one of the best events in terms of Alpha. And why the reason why I say it was one of the best events in terms of alpha is because they announced a whole lot of things.

05:47 Now I mean one way to get uh uh exposure to it is actually to buy Robin Hood right now. Robin Hood is a part of my portfolio to be honest. I want to see how Robin Hood is performing after this event over here. So Robin Hood. Yeah. Um is that a candle down? Yeah. Okay. That's that's a green c. So weird. It said it shows a candle down. Has someone No, it shows a candle.

06:10 It It shows a red candle down. Weird. Anyway, it it looks like it's actually up today. So, uh, ignore ignore ignore trading view. It looks like it's Robin Hood's actually up today. They announced a whole lot of really like um big things. Now, some of them are big for Robin Hood, but if you read between the lines, you can kind of see where they think crypto is going.

06:31 And I think that like when you look at it, you think about Robin Hood who they've always been like an equities player and they've never been a a crypto player, but now I think that Vlad's actually becoming like a main character in in crypto. Um, what you'll see when I think the the first first big announcement that they that they made is this announcement over here where they announced in fact let me not read it for you.

06:53 Let me just play it for you. >> Existed reactive first was gone and no one can place an order. So, we've been working for several years fighting the fight. We're working with exchanges and commissions to fix this. And I'm excited to announce that the battle is over. The rails are laid and something never before available in the US is on its way. Coming soon, our 245 stock market will be upgraded to a 247 groundbreaking market.

07:27 So they announced 24/7 stocks trading. Now you'll know that when we talk about 24/7 stocks trading that has to happen on blockchain rails and I'm assuming that that's going to happen on their Robin Hood chain rails. But ultimately there's a lot of custodians of that, right? So for example, unis swap where where's all this trading actually going to take place?

07:45 Where is this going to settle? That's probably if you look at the exchanges. So unis swap maybe you can take it as far as saying that maybe aerodrome will actually get some kind of benefit out of it. They made a whole lot of other announcements. Um so one was that markets are going to be open 24/7. They spoke about um social trading and basically getting involved in social trading and making some features in the Robin Hood app which make it a lot more social.

08:08 >> This in my 13 years in this industry. >> You don't remember it from your days in the academy. >> My academy training hasn't prepared me for anything like this. Gina, let's hail them. >> No response, Captain. >> No response. The architecture of the ship is so interesting, too. Look at all that circuitry. Why don't we have Cortex run a scan through the historical archives?

08:29 See if we can identify the origins of this vessel. >> It is exceedingly bizarre. >> Captain, there's something interfering with our communication lines. Our passengers are getting spammed with fake trades. >> Wow. It must be our new friends. >> Captain, it's getting worse. They're sending fake screenshots and trying to get our traders to join their VIP signal group >> on Discord.

08:52 No sir. Telegram. Oh no. Can we ensure only verified packets are getting through? Anna, >> I can do better than that. Captain, we've been testing a new simple that will get us only real traits through. >> Can we switch it on immediately? What are we waiting for? >> On it, Captain. >> We need to hurry before we have a copy trade situation on our hands.

09:15 >> Agreed. Number one, >> we have a copy trade situation on our hands. I need support in the engine room and can't hold off these bots much longer. >> Right away, Burks, assistance is on the way. Abashek, head over to the engine room. >> Yes, Captain. >> Abashek, please hurry. >> Very cool. You got to like make it entertaining. This is how they launch their >> How soon can you activate Robin Hood social?

09:35 >> I'm activating it now. In moments, Robin Hood social will be available for everyone, our passengers and those across the galaxy. >> Perfect. Hopefully, this will block the unverified trades. How are the communication lines looking now? >> They're recovering. >> Okay. >> Okay. So, you notice what they did there? They basically said, "Look, you know, people are posting these fake screenshots.

09:54 Instead of posting fake screenshots, let's do something more similar to what FOMO is doing by actually posting real P&Ls, real traders, and you can copy and you can socially trade uh against those people. So, they are now so 24/7 markets uh uh uh um uh social trading which is which I which was I think a big announcement. And then the announcement that I suppose was one of the biggest announcements which was around per now let's just talk about why pers are so important right so there's a lot of assets that are being

10:25 bought onto chain and not all those assets have perpetuals that or or those assets actually need perpetuals to trade so probably the biggest place and the biggest trading is going to happen on perpetuals now as it relates to per Robin Hood actually announced per in into their app yesterday so he into the American app which is Robin Hood is bringing America its first true pers no expiry with P&L settled every 15 minutes a new chapter for US derivatives they made that announcement yesterday I'll actually play you how

10:53 they made the announcement because this is quite cool how they you know this this acting I don't know they call it acting >> tell you I know that but my parameters don't permit it >> okay >> neither does my legal team >> that's what he always says so I've been sitting here on some Bitcoin and I've been very nervous about the market volatility recently and I also want to avoid a taxable event.

11:19 >> Well, now you can use PERPS to very efficiently hedge that. >> All right, let's take that for a spin. So, I can go to Bitcoin Pers and I'm going to go ahead and hedge my risk. Let me put in $10 and I could adjust my leverage all the way up to 10x. And you can see >> 10x. Come on, guys. You can do better. that controls almost a $100 short position.

11:46 >> Very capital efficient. So these are the most capital efficient crypto pers you're going to find here in the US. >> You're absolutely right. And per is actually built with risk management in mind. You'll see I can see my >> So they launched their per now. Everyone was expecting the per announcement to be a partnership with lighter, right? And the problem is that when they announced per they actually said look it's not a partnership with with lighter.

12:09 It's actually a partnership that we've already got, right? So they already own an exchange in Europe called Bitstamp. And so they said that Pers is coming to you powered by Bitstamp instead of saying Pers are powered by Lighter. Now, so the market saw this and the market kind of overreacted to this. And so lighter which was trading at about $540 $550 in anticipation of the announcement right 5 days ago basically was trading at like $450 yesterday and came down all the way to like $360.

12:41 I saw this I was like hold on a second people are being a little bit overcritical because the lighter pers are still available on the app. They're just not the centralized part of that engine. And so I actually went into the discord group today and I just said look I've actually taken a bit of a position here on light. I got it at like 380 385. Um I posted it in in our discord group.

13:01 I post all of my trades in the discord group. Every trade that we take uh I basically post there. So that's one of the things that basically happened. Um I still think that the thesis for per is is huge. And as I said I'm not the only one who says this. Andre actually wrote a paper and they said the rise of a hundred billion dollar RWA per market. and they basically spoke about how big this per market is going to be.

13:22 Now, who are going to be the winners? Hyperl is going to be one of the winners. Now, Hyperlquid has a fully diluted valuation of $80 billion. The number two in the race right now is basically lighter, right? And so, for me, like buying lighter at a 3.4, 3.5, 3.8 billion fully diluted valuation is just a good hedge. And on the dips, that's when I want to add.

13:42 So, today I got one of these dips where I think, you know, the market was hit maybe maybe too high. So, I decided to add some some of the uh lighter to to our position or to our portfolio. Um, cool. The next thing that they announced is this more immersive connected experience. What if you could do all three of those things? Listen, see how the markets are reacting and trade that news all in one place?

14:08 Well, luckily that's exactly what we've built with our brand new earnings call player. Let me show you. >> Okay, now this is revolutionary. I must warn you, this is absolutely revolutionary. Okay, now get this. Get how far ahead Robin Hood is. When a company has an earnings call, you'll see it right at the top of the stock detail page. Just tap the card to open up the beautiful full screen player that has a nice full screen transcript that follows along as you listen to the call.

14:39 However, if reading is more your style, we've got something for you. Just tap the read button to open up a more detailed version of the transcript which includes speaker attribution. Now I can tap anywhere on the transcript to be jumped to that point in the call. Exactly. But we made it really easy to move around the call as well. If what they're talking about isn't relevant to your strategy or your thesis.

15:00 Just use the scrubber to jump ahead to a different section. If you miss something super important, just double tap the edges of the screen and jump back in smaller increments. Feeling impatient? Hold swipe down to lock the player into two earnings calls, right? >> So you can get all the information in half the time, but we also wanted earnings to feel like an interactive experience.

15:21 So we built a few more features. >> They built the features and the their ultimate feature is that you can actually trade from the earnings score. So you're getting you get the trade from the earning score, which sounds like an amazing feature, right? But we've had that in our news terminal for like a long time. This is our terminal. If you click on this button over here, oh sorry, let me just close that.

15:39 If you click on this button over here and you add in include news then event especi then every time that news comes out whether it's earnings calls related or any other news you can trade directly from that. So we've had that feature for a long long long time and now they're basically copying that feature. This terminal is available to all our discord members and they can actually trade from this terminal.

16:00 So that is another feature that Robin had actually discussed yesterday. The next big announcement that they made was actually around AI and around a agents and how much they're focusing on agents. And I really think that this is huge because I mean ultimately soon we're not going to be doing any trading. It's all going to be done by AI agents, right?

16:16 So I reckon in the next 18 months probably there won't be any human traders. Maybe two years there won't be any human traders. It'll all be AI agents >> to manage your specific strategies all within seconds. From there you can move on to the next step of your workflow like leveraging your agent to do in-depth technical analysis on your chart. Ask your agent to help uncover patterns with custom drawings and then you'll be able to see that update in your chart in real time.

16:44 And finally, you can leverage your agent to create scans for stocks that meet your spec specific criteria as well as custom scripts indicators. All that you can view directly on your chart. So starting today, all users will have access to their Aentic accounts on Legends. What that means? Okay, so they're going to have aentic accounts on Robin Hood.

17:09 You're going to get a gentic accounts. You're going to be able to launch agents. Your agents are going to be able to trade, etc., etc., etc. And ultimately, they've gone all in on on Agentic trading as well. So, let's we can just summarize all the big announcements, right? The first one is markets 24/7, which means that they're going to be trading on blockchain rails.

17:25 And what do we buy because of that? We buy Dexes, right? Because as more real world assets come onto chain, where are they going to get traded? They're going to get traded on the dexes. UniS swap, Aerodrome, Radium, etc., etc. In this case, it's unis swap because it's Robin Hood. But remember, they just identifying the trend for us, right? So, you got to think to yourself, an agent won't be able to open an account at a centralized exchange, right?

17:49 They can't open an account at at a centralized exchange. And if you think that there's going to be 1 billion agents and they're going to be trading and they're talking about these agents doing 217 billion transactions a day, right? You're talking about a lot of transactions. When it comes to buying and selling, where are they going to do it? They can't do it on a centralized exchange because they can't KYC.

18:10 So, all that's going to happen on the dexes, right? So, if you believe in agentic trading, and you should at this stage believe in agentic trading, you got to ask yourself where are these agents going to trade? UniS swap, Aerodrome, Radium, just pick your chain and pick the biggest decks on the chain and make an assumption that the assets are going to be traded.

18:29 If any assets are going to be traded, they're going to be traded on the DEX. And so if you believe in the agent economy, then have exposure to the dexes because that's super super super important. The second announcement that they made, so markets 24/7 agentic trading um and if you again markets 24/7 agentic trading, you want to be involved in the dexes and you want to be involved in the per dexes, hyperlid, lighter, and and all the exchanges.

18:56 No matter what the assets are, the agents are going to be trading them 24/7 on the decentralized exchanges. The next announcement that they made is around social trading, right? We've been speaking about social trading for a while. I guess the big social trading platforms right now, FOMO, Pump Fund, etc., etc. Um, we will do a deep dive into FOMO sometime this week, um, and show you guys exactly how FOMO works, etc., etc.

19:21 That's the next announcement that they basically made. Um, so PES global markets 24/7 agentic trading really really really trading well. Um, let me show you one other announcement that they made which I think is a is a is a great announcement and I think this one's super super super important because this is the one that I love the most app. >> Tough hack to follow.

19:42 >> Tough one. Thanks Gina. I'm looking forward to using this for my Legend setup. One other thing I'm looking forward to is the iPhone Duo. I think pre-orders start in a few weeks. For those of you in the audience, how many of you are planning to buy one? >> That's actually a surprising amount. >> How many of you in in the chat are hoping to buy a an iPhone duo?

20:03 I like I really want to know. And the reason why I ask is because of this one of you. I thought much fewer hands were going to be raised. So, some people might have thought Apple made these phones for watching movies, games, or email. But when I saw the phone for the first time, I only thought of one thing. Can you guess what that was? >> Trading. >> Trading.

20:30 >> More screen space means more windows, better analysis, and faster execution. So we redesigned and re-engineered Robin Hood's mobile interface with dual display built for the foldable. >> So basically he speaks about >> take a look here. >> Basically he speaks about the new Apple phone and and how the new Apple phone is actually probably the ultimate trading machine.

20:51 Like if you think about the brand new Apple iPhone, right? It's got like that dual screen and you can like open it up and you can have research on the one side, you can have charts on the other side, you can have your exchange on the one side, you can have research on the other side. I think it's going to be like the ultimate ultimate ultimate trading machine, right?

21:05 And so because of that and inspired by that, woke up this morning and I was like, hold on a second. If they are launching uh the ultimate trading machine, then I want to be the first person to give the ultimate trading machine away. And so we basically launched the iPhone Duo giveaway, right? Which is the it's the ultimate trading machine. Now, we've got 20 of them that we're going to give away to our community, right?

21:28 And again, the reason why I love this thing so much is because I reckon that this thing is going to change the way that we trade. Imagine having your Discord here, your Discord here, your Telegram feed over here. Imagine and your and your exchange on this side of the screen. I reckon this is going to be the killer killer killer giveaway. And so woke up this morning, watched the Robin Hood thing, saw it, phoned all the exchanges and said, "I need you guys to each give me five or six uh uh uh iPhone iPhone um uh uh duos.

22:02 I think it's called the iPhone 9 or something." Okay, the iPhone 19 or the Duo. And so here's how it works. Okay, right now we have 20. The number is going to keep going up as I negotiate more and more and more from exchanges. If you sign up to any exchange using a banter link, you go to So you go here. There are all the exchanges here. >> If you have if you have already got a if you have already got an exchange using a banter link, it counts.

22:25 So it doesn't you don't have if you have already got a here's how it works. So >> you get there's there's links to all the partner exchanges by bit, blowoff, tubit, wx. Those are the partner exchanges that if you are part of those exchanges and variational, right? and variational bybit blen tubbert wex if you are have a have an a banter link exchange account then you qualify already if you don't go and open one by bit is a KYC exchange blofen is no KYC tub no KYC is no KYC as soon as you deposit money because we don't

23:00 want I know what you guys are going to do you're going to bot the whole thing right so as soon as you deposit money you get a spin you also get a spin every single day on on a spinning wheel. So, you get you get a spin when you sign up in your deposit. And then for every account that has money in it every day, you will get a spin. Plus, you will also get an extra spin for every 100,000 in volume that you do on your account.

23:23 So, the more you trade, the more spins you get. Right now, there's 20 of these phones that we're giving away. But the number is going to go up, maybe even to 100. Okay? Maybe even to 100 phones. So, what do you need to do for now? You need to open the account. If you've already got an account, great. If you want to open a second account, go and open a second account at any one of these exchanges, uh, including variation.

23:44 I'll explain and I'll explain this to you in in a couple of minutes. Sign up within a day or two. The, uh, the, um, the, uh, uh, um, spinning wheel will be ready. We'll we'll post a domain for the spinning wheel. Any trades that you take from today will count for the for the spins. Every $100,000 in volume equals one spin. Every day, everyone gets a spin regardless.

24:08 So, you just get a second and third and fourth and fifth and sixth pin. And ultimately, I'm hoping to give away over a over a hundred of these iPhone Duos to our community. So, I think it's the ultimate ultimate ultimate trading um uh uh ultimate trading toy or ultimate trading tool. Um uh I think it's going to be I mean I'd love to get this. I'd love to trade it.

24:28 You'll only get the phone when we can buy it because we cannot buy them. They're not available, right? So, they're not available yet, but when they are available, the minute they become available, we'll get the phone and we'll send you this phone. And I think it's going to be the ultimate ultimate ultimate trading machine. So, it was inspired by Robin Hood, but we're actually going to do it.

24:46 Uh, we're actually going to give it away. So, there's links on there's, as I said to you before, there are links here. You can sign up to any of these exchanges. If you already signed up with a banter link, no problem. They all count. We'll talk about variational in a second, but otherwise, sign up to all these exchanges and in two days or day, maybe even tomorrow.

25:01 Maybe even tomorrow this the the wheel will be up and running. Um all right let's go back to the show. So as I said to you if you look at the tokens that are running specifically a lot of the tokens that are running are very much AI related right and again the reason why it's a related I think after Robin Hood's announcement a lot of people are basically starting to say hold on a second this AI thing is much bigger than we actually thought.

25:21 We're talking about I mean again let's look at some of the numbers. I I didn't make up these numbers, but at the IDC, they expect over a billion active agents deployed by 2029, executing about 217 billion actions a day. Now, not all of those are going to be blockchain actions and trading, etc., etc., but ultimately, a lot of that's going to happen and a lot of that's going to be settled on blockchain rails.

25:44 And so I think that even though a lot of the tokens have run, if you can get your hands on tokens that AI agents are going to use or on AI agent infrastructure tokens, right? So agents tokens that AI agents will use, dexes, perpetuals dexes, uh options dexes, etc., etc. Um infrastructure layer ones that they're going to be transacting on things like NI for example, right?

26:10 NIA is a great example and that's why NIA has had such a big run already but I think it's the beginning because NIA is the ultimate infrastructure play for agents right they have the currency of agents they have the whole economy for agents basically they have literally they've got like all the the the the rails for the agent economy which is which is basically um what they're looking at I mean there are other players like like Tao for example Bitenza you know a lot of the agents are going to run on Bitenza or Bitenza

26:37 subnets right So, I I I can't break it down all on this show, and I will break it down for you on another show, but ultimately, I need you to start thinking, you're thinking around humans trading. And the problem when you're thinking about humans trading, you're probably missing the biggest opportunity of your life, which is basically um uh uh uh agents that are going to be trading.

26:58 And if the agents are the ones trading, does your portfolio actually meet those requirements? And I think you need to look at your portfolio and basically say, will agents use this? Will agents use this? Will agents use this? And if the answer is no, then you got to have a real thesis for why you're actually holding stuff like that. Like for example, I'm holding Pump Fund in my um uh I'm holding Pump Fund in my portfolio, right?

27:17 I know that agents aren't going to use Pump Fun, but doesn't matter because I do think that there's a still a big market for human social trading or social gambling or whatever you want to call it, right? So I think that's the that's the the message. Um yeah, I mean chain link chain link is another one that maybe were overlooked. Remember the agentic economy needs oracles, right?

27:37 It needs agents will make trades and decisions based on data. Where are they going to get the data from? Well, chain link, right? So, chain link is the probably the the master oracle when it comes to AI and AI agent trading. So, let's let's actually uh look at at at what link is basically doing uh link USD. So, if I look at chain link, okay, $142. So again, like you need to start thinking, you know, like longterm you should probably hold some chain link in your portfolio.

28:06 Now buy it at 10 or buy it at 11. Ultimately depends how long you're going to want to hold this, but ultimately this is something that AI agents are going to be using, right? So you want to be holding something like like chain link as well. Um, what else? Okay. So, Tiba, which is the ultimate agentic play, we think right now for those who don't know what Tibeta is, Tibet, Tibet is a an AI agent launched on the virtuals network, but everyone believes that the people behind Ribbit Capital, Mickey Mala, and the Ribbit

28:37 Capital team are behind the Tibet agent. They haven't actually confirmed it, but they they've dropped a whole lot of breadcrumbs and confirmed it. So, this token had a massive run yesterday. Now, the reason why it had a massive run yesterday was there was a lot of movement on the wallets and people thought that there was going to be an announcement made at the Robin Hood Summit and it wasn't made.

28:55 So, the token went up to gez, it went up to 46, which is huge. That's past its all-time high and then basically came down. So, it actually put in a high high and it basically came down. This is one that I would buy on the dips. So, for me, if it goes down under 0.25, buying it on the dips. Another one which I'm buying on the dips, I'm not buying it today, is grass, right?

29:14 So, the reason why I'm not buying Grass today, look, I held Grass for a long time and it did nothing. And so, eventually I sold it and now there's announcements that Multicoin Capital bought into it. There's announcement that they're making a whole lot of revenue, like crazy crazy revenue numbers. And the revenue numbers are pretty much real, right?

29:31 So, for those of you who don't know what Grass does, effectively, they allow you to, you know, because if you try if you try and use internet data for AI, you get rate limited, right? But if a lot of us try and use internet data, then I don't get rate limited, you don't get rate limited, etc., etc., because it's done in like small bite sizes. And that's what Grass does.

29:51 It's a it's a plugin that you put into an extension that you put into your Google Chrome and then it scrapes the internet basically for data and that data is used for AI and then Grass sells that data and they reward you. Right? Now, pretty interesting that Multicoin Capital recently invested in Grass. Now, that's the reason why I don't want you guys buying it now because once Multicin Capital makes the announcement, the token actually starts running.

30:15 But long-term on the dips, this is one that you really want to be buying. One of the things that I saw which was like pretty cool was that they don't even reward you with tokens anymore. They actually reward you using USDC, which means that to them, they're making so much revenue, they just reward you with a revenue instead of inflating their token away, which is which is like it's quite big to see a token actually doing that.

30:36 Um yes. So as I said the themes the themes are agentic trading, real world asset trading, um 247 365 exactly as the agents are going to do. The plays are probably the dexes. So yeah, someone says up 25% on grass. Yeah, I I held it for so long and I just I sold it near the bottom because I didn't believe the revenue numbers and it turns out the revenue numbers are actually real.

30:58 So yeah, I am going to look for an opportunity to basically get in. Um, yeah. So, you see, so I mean, I don't know if you guys remember, but uh, where is our portfolio? Let me quickly just get you the portfolio file. Give me a second. Let me just get you the portfolio file. And I just want to show you basically what I'm doing, right? So, uh, researchers, just send me a list.

31:19 Okay. Portfolio with live prices. I think it's that one. Okay. So, I'm just making a list. I'm quietly quietly quietly just making a list of all the things that I want to be buying, right? So, like backpack, I haven't got enough of. unis swap ston near Venice AI grass. I'm just making a list. Why? Because I know that when the market comes down, I'm going to panic.

31:37 You know, you you know what it's like? It's like when you go to a buffet. Have you ever gone to like a breakfast buffet? So, you arrive there, you arrive hungry, and like you think to yourself, geez, I'm going to eat so many things. But then you arrive there, there's so many things staring at you in the face that you panic and then you're like, you always order the wrong one.

31:51 So, the I'm not doing that. I'm going to rather um make my list now. I keep making a list here. backpack, unis swap, stonk near Venice. I know there's going to be a market pullback. I know something's going to happen and when those some when that something happens, I'm going to have my buy list ready in advance. Now, your buy list is going to be different from my buy list because you I don't know what you already hold and I don't know what you have exposure to, but I'm trying to teach you the system of actually writing

32:16 down what you want to be buying. And here are the six tokens that I want to be buying basically. Um, what else? Okay, so we did speak about the iPhone again. You can go go today. You can go and sign up um go sign up to any of the exchanges. I do want to spend one more day talking about one or two more days talking about variational. So remember we spoke about variational again.

32:40 I know since we spoke about it, a lot of you went and signed up. I think that you need to sign up and explain to you why I think you need to go and sign up. Number one, go and sign up. And when you do sign up, you've got to use the code omnirun. When you use the code onrun, you get a 15% points booster. The reason why I think that you need to be signed up for this is because I think the airdrop is going to be over a billion dollars.

33:02 So they they've indicated that the air drop is going to be over a billion dollars. And the airdrop's not a long way away. Like it's like they said it's before the end of Q4. So it's October, November, and December. That's it. October, November, December. That's it. Pretty much that's that's all they have. Which means you don't have a lot of time. But I need you guys to go and farm.

33:19 How do you farm? You trade. All you need to do is basically go and trade. Now, how do you trade? You basically connect a MetaMask wallet. You transfer money. So, like you can see, you transfer money. You deposit money. So, like like Yeah, I've got I've got $6,000 in my wallet, right? I'm going to just say put another $1,000 into my account. There we go.

33:38 $1,000. Deposit. Your confirmation will basically come up. Confirmed. Bang. Okay. Now, that money is already in my in my account. You'll see there. There it is. It's just reflected into my account. You've got the money in your account. Now, you can pretty much trade. You can trade anything that you want. So, for example, actually, let's see. Can you actually trade lighter?

33:59 You see, you can actually trade lighter the per here. So, I do think light is cheap. So, I'm actually going to take a position here. I'm going to take a $10,000 position on no 10,000 lighter. No, hold on a second. I want to take a uh let's just have a look here. 13. Hold on. How many lighter? lighter is at $3. $3 I think. Right. So, let me take 10,000 lighter.

34:26 Think that's a bit steep. 5,000 lighter is 5,000 lighter is Oh, no. 10. No, actually, I want to go big. Hold on a second. I want to go 10,000 lighter. So, let's go 10,000 lighter over here. Right. I'm taking it on Okay, I'm not going to take it on 20x. 20x is a bit of an aggressive leverage for me. So, I'm actually going to go here. I'm going to 10x leverage.

34:48 I'm going to confirm. Okay. So now now I've gone to to 10x leverage. Now I'm going to go to 10,000 lighter, which is a $30,000 position basically. Right. And effectively I buy lighter. Uh am I ready to buy it at 398? Yeah, I'm ready to buy 398. Bang. That's it. I've got it. So it's really as simple as trading on any on any kind of of of exchange. Um it's a decentralized exchange.

35:16 Again, free money. The reason why I'm showing you this is free money. Free money. Why? Because if you just do your trading on variational instead of doing it on Hyperlquid, instead of doing it on the centralized exchanges, from now on, you'll start earning points. You get your points every Friday, the points are between are worth between 30 bucks and 100 bucks a point so far, right?

35:34 And so, you really have limited time. Do this. And if you do this, you get uh you get entered. You don't get spins on the wheel, but you do get entered into the um iPhone competition. So, you will win one of the 20 the 20 iPhones. So, there's a link here. Sign up with the link. Uh, use the word the code omnirun, otherwise doesn't actually count. And that that's that basically um uh uh uh gets you into the into the competition.

36:01 All right. What else? Let's quickly have a look. Um what else? So, Bitcoin back a little bit. 84,500. You know why Bitcoin's back a little bit? Because now people are starting to realize, hold on, but we were expecting the numbers to come down, right? because they change the way the numbers are being measured. So, Bitcoin coming back a little bit. Um, ETH27, Soul 121, Lighter.

36:22 Okay, I'm a little bit up on my original purchase. Uh, let's quickly look at the bubbles one last time before we go. Midnight up, World Coin up, layer zero up, near up at 535, Athena, Athena 28. This is this is my this is my coin of the cycle if it actually starts moving. Uh, hold on a second. People are talking about buying things here. Hold on a second.

36:46 Kapour, what are you buying? Stonk. He did not buy 23. I also missed my entry. We We all missed our entry of ston. This is Kapor's chart that he just sent us. Um, that's a You see, I was also I was in that 220. I was also waiting and I missed it. We'll wait. We'll wait. You know why I love crypto so much? Because you missed the one bus. There'll be another bus tomorrow.

37:08 There'll be another opportunity tomorrow. Um, anything else that's happening? Anything else that that's going on here? Anything any any big moves that we need to be aware of? Quickly, let's look at the next 100 bubbles. Again, market slightly coming off again. Why? Why is it coming off? Because the numbers were good, but they were not as good as I expected because they were measured differently.

37:28 That's basically what it is. All right, my friends. Going into that iPhone competition. I do think it's going to be the ultimate trading. Like, it really is going to be the ultimate trading tool. I'll see you guys again tomorrow. Until then, trade well, my friends.