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Bitcoin Breakout or Breakdown? Asia Sent a Warning Transcript, AI Summary & Key Points

CryptosRUs · yesterday · Education · 47:41 · EN

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Answer

Neither a clean breakout nor a confirmed breakdown: Bitcoin is holding in the mid-80s, defending a level and eyeing a breakout just under 100,000, but macro headwinds (high yields, high inflation, CPI tomorrow) are holding it back — sideways for now, possibly a late-October move like past years.

AI Summary

Bitcoin dipped to about 81,000 after an Asia-led selloff — Asian markets fell hard on the same problems the US has (high bond yields, high inflation), triggering 776 million dollars of liquidations, mostly longs. Bitcoin has recovered to near 84,000 and is holding in the mid-80s, while alts remain weak: Solana fell from about 120 to 106 and ETH from about 2,700-2,800 to 2,500. CPI lands tomorrow and PPI Thursday, with an 80% chance of a Fed hold at the end-of-month FOMC meeting that a bad inflation print could shake. ETF flows were negative again, but Bitcoin treasury companies keep buying — Metaplanet wants to buy a lot, Strive has been buying heavily, Saylor started again — and options traders are back to 2021 levels. Bitcoin defends a level just under 100,000 as a breakout target; October's last week and a half historically brings the move. Tom Lee stays bullish on a two-trillion-dollar wealth transfer toward digital money and a possible strong 2027. Ledger confirms some hardware wallets sold by 'Cryptobillies' contain a mobile chip that exfiltrates private keys — stop using them immediately. Blur, once the biggest NFT marketplace at 1.43 billion in monthly volume in 2023, is shutting down at under 7 million per month, along with its lending sister project Blast. South Korea blocked 27 unregistered crypto websites, while Binance, KuCoin and MEXC will return to the US next year under CFTC registration with legal leverage and futures. Binance shut down its mining pool and cloud mining services. In Q&A, Frontline Season 2 (a browser FPS at 700,000 lines of code) ships Friday, Clash World targets a GTA 5-sized map with over 12,000 buildings, and Anthropic is judged to have won the AI race as rivals benchmax and hold back weak models.

Key Points

  • Market Overview — Bitcoin dipped from about 84,000 to 81,000 after Asia crashed; it recovered to near 84,000 but alts stayed weak, with Solana down from 120 to 106 and ETH from 2,700-2,800 to 2,500.
  • Liquidations — 776 million dollars of longs and shorts were liquidated, mostly longs; too much leverage in the space keeps causing these volatility spikes.
  • Higher Rates — Some within the Fed say higher rates may be needed to avoid an inflationary mindset; CPI comes tomorrow, PPI Thursday, and an 80% hold probability is priced for the end-of-month FOMC meeting.
  • ETF Flow — Another outflow day followed yesterday's selloff, though the tracker shown was outdated.
  • Metaplanet — Bitcoin treasury companies keep DCAing: Strive has been buying a lot, Saylor started buying again, and Metaplanet wants to buy a whole lot; options traders are back to 2021 levels.
  • Bitcoin Charts — Bitcoin defends a level and targets a breakout just under 100,000; October is not over, and past years saw the move start in the last week and a half.
  • Tom Lee — Still bullish: a two-trillion-dollar wealth transfer is coming as the younger generation favors digital money, he is inching toward holding 5% of all ETH, and he thinks 2027 could be a very good year, though other economists say 2027 may be weak.
  • Ledger — Ledger confirms some devices sold by Cryptobillies contain a mobile chip that sends the private key over the mobile network to hackers; stop using them, recover to another wallet, then move again since the key is compromised.

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00:02 Welcome back to Cryptos are Us. I am George. We're all George. Welcome to another market open stream. Unfortunately, we saw some red yesterday and maybe today. What's going on with Asia? Did it send a warning to us? And is Bitcoin ready to break out or break down? Let's talk about all these things. and more. All right, let's do it, guys. Welcome, welcome, welcome.

00:37 As you can see, Bitcoin had a little dip. Okay, we haven't had one for a week now, but we're starting to see more volatility. Like, we saw this last week. Uh, Bitcoin almost broke 80K, but held yesterday. We had kind of the same thing. We were at like 84 and then all of a sudden we broke down to about 81. Now we have recovered mostly but not the alts.

01:06 The alts are still kind of weak. So what drove this? Well, Asia Asia was collapsing yesterday. This seems to be happening a lot in Asia. They they seem to have the same kind of problems that we do in terms of the bond yield being too high. Okay. Uh inflation being too high and dealing with the same stuff that we're dealing with, but only worse. And their markets are more like meme markets.

01:43 They can go up and down by like 10% in a day. they crash 6% 8%. Pretty normal pretty normal for them. Okay. So that is what happened yesterday and and and today leading into today and unfortunately that caused crypto market again to have a huge 776 million worth of longs and shorts liquidated and most of that on the long side. Again, you know, there are still too too many people with too much leverage in the space that is getting wiped out.

02:25 And that is what drove us down like this. That's why we see these crazy volatilities because we have these big liquidation events. Okay. Luckily, Bitcoin is strong. So, we recovered mostly, but like soul is much weaker now. Just a few days ago was 120. Now, it's at 106. ETH a few days ago was trying to breach 27 2800. Now it's back to 2500. So unfortunately the alts got weaker and a lot of the tech stocks got really really weak over the last few days.

03:01 So that's what's happening uh in uh US. You could see we're pretty red right now because we are one day away from that next inflation reading. Okay. And inflation is tough right now. Tough. With bond yields high, inflation high, right? There are a lot of people that are worried about what's coming. Are we going to see a giant collapse? Right? A lot of people are debating this that we're at a critical junction.

03:41 You have tech and AI that's still doing okay, leading the way, but the rest of the market is looking pretty weak. So, we're digesting that right now, right? And even our own Fed, at least some within the Fed, are saying higher rates may be needed to avoid inflation inflationary mindset. Well, that's no good. So, yeah, this is probably a big reason why Asia crashed, why US markets red today, why it's kind of iffy recently.

04:24 We're just not making any moves, right, for Bitcoin, for crypto, for stocks. Kind of just hang in there. Hand and balance. So, tomorrow we do have a big inflation reading, CPI, and then Thursday will PPI. PPI will most likely say what CPI says. It's going to be very important. Inflation's going to tick up, but how much? So, more than expectations or less?

04:54 We'll have to see. We'll have to see. But right now, we are sitting pretty for this next FOMC meeting at the end of the month. 80% hold. That could change drastically if tomorrow's inflation reading is horrible. I don't know if it is. Oil, even though elevated, hasn't been going up even more. So, I think we're okay. I don't think there's a lot that can bring this 80% down to to below 50%, but you know, we'll have to see over the next few days, right?

05:28 So, that's that's what's happening right now. Unfortunately, a lot of lot of chaos, okay? A lot of scared people waiting. And same day with Wall Street, too. Unfortunately, we just had another outflow day. Okay. Well, actually, actually, this is outdated. I don't know why this is I need to I need to update this, but I'm pretty sure it was outflow. This is wrong.

06:03 Uh this is the collector is not right. So, I have to fix this, but pretty sure that it was it was negative from yesterday's uh yesterday's selloff. But you know what? Are there better days coming? Okay. Is this the start of a breakdown or a break out? Well, it's hard to see a breakout right now, but that doesn't mean that we can't hold. And we have been we've been holding in mid30s.

06:40 I mean mid30s. What am I saying? Mid 80s. Okay. And we're doing well still. A lot of people are still buying Bitcoin, holding Bitcoin, DCA Bitcoin, and turning Bitcoin especially because of the high yield and inflation risks that exists right now. Okay. So, we'll see. MetaPlanet and of course other Bitcoin treasury companies continue to DCA Strive has been buying a lot.

07:15 Sailor started buying again. MetaPlanet wants to buy a whole lot and long-term holders are definitely DCAing and even option traders are back. Obviously, we have leverage traders and they're getting they're the ones getting, you know, wiped out left and right. But option traders are more like long-term traders, right? They're they're pricing what a price will be at a certain day, usually in the future, and they're actually back to 2021 levels, which is really surprising.

07:55 Okay, so remember what happened in 2021? We had a pretty good year. Now the option levels are nearly as high. So what does that tell you? A lot of people expecting good things to come in the future. So I think we're okay. I think we're okay shortterm because of the tailwinds and the headwinds that we face. We're kind of going sideways. Look at this.

08:26 We're defending, you know, this level. and we're looking to not only defend it, but break out, which you know is right under $100,000. Okay, so that's what's happening right now. We may have to wait longer, may have to wait a few more months, but remember, we are in October and October is not over until it's over. So, we have seen this before. I remember last was the same thing.

09:01 It was like the last week and a half. That's when we started moving. Could be the same thing this year. I think we would have gone higher, broke 87 if not for all the stuff that's going on, right? All the macro stuff that's really holding us back. That's holding all markets back. But Bitcoin is strong and there's no doubt that we are in recovery mode.

09:25 So, you may have to just wait a little bit longer. That's all. That's all. All right. Outside of Bitcoin, what else? Tom Lee still very bullish about everything. Seeing a two trillion wealth transfer, saying that the older generation is getting older and the younger generation is about to take over. And when they take over, they're not going to care about gold and silver and copper and all the other stuff that the older generation may care about.

09:59 They care about digital digital money, digital transfer. And that's right. And that's why he continues to inch closer to his 5% goal of holding all of ETH. basically 5% of all youth. That's what I meant to say. I said that came out wrong, but you get my point. He's like the the sailor of of ETH, right? So, we got a lot of strong people that still believe and Tomley thinks that 2027 could be a really, really, really good year.

10:44 But other economists are saying 2027 may be weak. So we'll see what happens after midterms. What else? Uh Ledger confirms that all these well not all but some devices that was sold from Cryptobillies they actually have some kind of mobile chip in them. So it would automatically send the the private key over the mobile network to whoever to the hackers.

11:19 That's insane. That's actually really expensive. And how did they even manage to fit that in there? I don't know. But that's what Ledger says. So unfortunately, if you bought a Ledger from CryptoBills, you should stop using immediately. Transfer stuff out, recover to another wallet, and that's that. Actually, not only that, if you recover, then send it to another wallet because even if you recover, they still have the private key to that to that wallet and you just throw it in the trash.

11:50 You don't want to risk it. So, just be careful with that. Uh, what else? This is kind of shocking. Those of you guys that remember the NFT days, Blur was the biggest NFT marketplace. They overtook OpenC and it was kind of nuts. They came out of nowhere. They're making money like crazy. 1.43 billion in monthly trading volume in 2023 now down to seven per month.

12:22 and uh and they're closing down and their sister project blast is also closing down which is like a lending thing you know like back in the day NFTTS were hot and people were like lending against them and stuff I think that's why they they went out of business because all those NFTts really had no true value so if the price collapsed all the people that put down the collateral all got liquidated wiped out.

12:56 So, Crypto Winter has not been kind for a lot of projects for exchanges, even NFT marketplaces or marketplaces in general. I don't know though. I don't know how you could lose that much money though. Again, maybe because they leverage too much on NFTTS themselves. But, you know, if you were making money from 1.43 43 billion volume per month. Even to now under 7 million per month, you're still making money.

13:27 I don't I don't know why. I don't know. Unless they spent it all again or they leveraged on the NFTts and they all collapsed. Probably something like that. Probably combination that all their profit they used to buy NFTTS themselves and then now they're all worthless. But not Not the Clash NFTts though because they have utility and they continue to give more utility.

13:57 So see that's kind of where I kind of learn from past mistakes. Uh outside of that, South Korea's go block 27 crypto websites because they're unregistered. They're cracking down. They want registration kind of like the US. All these big names that have left, Kcoin, Binance, Mexi, they're all coming back next year because now the CFTC says, "Yeah, you can come back as long as you register and leverage and futures are going to be legal."

14:31 So, they're all coming back. I guess that's what South Korea wants to. Yep. And then lastly, Binance has shut down mining pool cloud mining related services. Again, kind of like everything else, like all these services that all these companies, you know, spent a lot of money in the last few years, they're in bull run. When money is flowing is great.

14:53 When money is not flowing, they're not doing anything. They're probably costing or hurting bottom line. So, shutting all that down, it says Binance is expanding AI powered trading tools. All that's BS. All that's BS. It's all designed for people to lose more money at their exchanges because it doesn't matter if you get liquidated or you lose money at exchange, they make money because they're collecting the fees.

15:23 That's just how that's how it is. All right, that's about it. Hey, the good news is we're turning around a little bit. Na uh NASDAQ is almost green. S&P is turning green. Okay, so maybe today is going to be a surprise day before CPI. And with ClashB, we're up to 1464 soul. And that number continues to rise as the platform and coins rewards its holders.

16:02 That's how we're doing it differently. It's not just to the creator, not to just the platform. In fact, most of the rewards have gone to the holders and Front Line is looking good. Looking good. And that I think we'll be able to I'll be able to get her ready by Friday. I'm going to create a really good trailer either today or tomorrow. But season two of Frontline will blow you away.

16:33 Literally the upgrade, the leap, the jump to a true firstperson shooter experience, man. Forget Call of Duty Modern Warfare 4 or Battlefield 6 or the next season Battlefield 6. We're going to be right up there and we're going to be even better because we have features that they don't have. Just like Clash World, both are progressing at a rapid rate.

17:05 And it's they're going to be phenomenal. Phenomenal. But Frontline season 2 will come out first and I think people will get blown away by it. It's really really good. No exaggeration. All right, let's do some Q& A. Alfred says, "Crypto is now a playground for institutions also." That's true. Institutions, funds, you know, they they're taking a risk.

18:04 They're in the they're in it just like retail now. And sometimes they can predict things, sometimes they can't. That's why they're very reactionary and sometimes they're moving things. Could I make a board game type? Can I make a board game type of game like Hampton? Like what kind of board game? Um, Clash Cart season two is also done. So that I will release as well.

18:40 And that is a huge upgrade too from Clash Cart right now. I didn't I didn't post it yet, but if you guys are not signed up for Clash project, you should. This is how you learn about everything under the Clash ecosystem like Ask Clash, everything that I'm showing you guys daily. all the tools that we have. Clash Pad, of course, our launchpad, Clash Pix, our prediction marketplace, and the games.

19:12 Uh, the front line, if you haven't played it, you can play season one right now. It's browser based. It's fun, but you know, it is a simple one, simple FPS. Season two is just so much better. We got Clash Jam and uh people randomly are just playing random games and crypto Clash Cart. Clash Cart like I said season 2 is coming out. It is a huge substantial upgrade.

19:39 So that's coming up and all the other games too. Just simple games, mindless games that you can play. And that's all on Clash Project. And you could earn PC Clash by playing. And you get more Clash score by playing as well. So PClash you could use on Clash Pics, okay? You can make predictions with them. They're given out for free or you can do thumbs up on Clashpad.

20:05 But the Clash score is important and I've talked about that. Everyone that holds Clash holds one of our NFTts get daily score to get a base score as well. also usage on Clashpad on Clash Pix and ask Clash, anything in the Clash ecosystem, you get a score and this will be important for future air drops and other things that we do. So just that Y how be will you be getting okay I think Hobicious is asking give us any hints on how FPS will be used within the games, purchasing guns, perks, something like that.

21:03 Yes. Yes. Yes. And yes. Uh, let's see if I could just load it. It probably load it. I don't want you guys to see the Oh, that didn't load. Hold on. There we go. Yeah. So, this this is will this will be how Frontline season two look. So, you get a brand new storefront. You're you would pick your load out before you start. Okay. So, you can customize it.

22:16 I added faces now. Okay. There's like five different kind of faces. And then the mass, you can customize your sleeve, your helmet, uh, you know, the color of your uniform, and then the guns, right? Some of this is obviously free. Some of it is based on your score, like within the game. And uh there'll be ones that is for purchasing. Rocket launcher is just awesome.

23:01 So all this will be in the store. There'll be packs. There'll be upgrades. Okay. Maybe a new map or two. So like a traditional FPS. So this is what F this is what FPS is going to be used for. I think I'm going I'm going to allow um certain things like easy things customization maybe to be purchased with PC clash because a lot of people have PC clash also probably allow soul purchases they'll be a little bit more expensive than FPS and the point of that is because the soul collected can be used to buy back FPS so

23:42 ultimately it's going to help FPS as well and then the bigger thing is how to figure out how to use FPS in tournaments. That will be huge. That would be huge. So, this is going to be a proper This is going to be a proper FPS first person shooter. So, get ready for this. And the maps are just the maps are insane. Every single map is almost like studio quality.

24:16 I wouldn't say exactly there. If I'm rating it to be honest, it's probably like a eight out of 10. Our current maps right now are probably like a four out of 10, three or four. Some of our maps are not that good. I mean, they're good for what it is, but compared to a studio like Battlefield 6 or Modern Warfare, probably like a three or four. The new maps are all at least a seven or eight.

24:46 I'm trying to see if I can close a gap, but that that's very hard. That's very hard. It takes years of designing those maps. But this is this is this should be ready by Friday. There'll be cool things in here too. New kind of weapons. I'm going to program in you could call air strike. Uh there'll be explo exploding like barrels. Cars will be able to explode.

25:42 Um and other cool things in here. Body parts will go flying. uh you could c you know people could catch on fire. The rifle scopes, people that like to be snipers are really good. Feedback is good. Like it's just it's such a monumental upgrade. It's it's hard to believe that that a man of one me can make like a close to a studio like game. It's it's once you guys play, you'll see.

26:19 It's it's it's quite nuts. And Clash World, that'll probably be another few weeks before GTA comes out. Before No, maybe around GTA time. I don't know when they come out. Like I think November. So, I'm gonna give myself a month. Like, the the mechanics of Clash World is almost completely done. The map is huge. I mean, huge. To explore the map will probably take you months.

26:56 Okay, I'm not joking. Like, um, it's huge. It's GTA 5 size. Not GTA 6 size, but GTA V size. Might actually be a little bit bigger. um the stuff that you'll do in there is like gonna be really good and all you know cryptoreated activities integrated. I'm going to try to get AI integrated and it's it's going to be amazing. Uh, I haven't checked out War Dogs.

27:27 So, so Vision, no, I haven't I haven't played that. Yeah, body cam. That's the one I I've seen that. I don't know. That almost looks fake to me. It's too realistic. I I almost feel like they just took clips of they filmed real clips and they just kind of like spliced it together. I don't know. It uh looks a little bit too good to me. I think Modern Warfare 4 comes out today.

28:09 I don't know. Like I don't keep up with co cood games. I used to play all the, you know, when Modern Warfare 1 and two came out and Black Ops, you know, I used to play a lot of Call of Duty. I haven't really done that in a while. Does better graphics affect the performance? Yeah, on your browser. It's all browser based. Uh you got to turn GPU acceleration on.

28:38 The better GPU the better, but it scales the the quality will scale based on the the power of your GPU. So, um I don't have a really powerful one. I have a older GPU from like like five years ago. And if it works on mine, then it should work on most people's. Even if you're running off a laptop, it'll downgrade quality to the point where it should be smooth, like like 60 fps.

29:05 Uh maybe not as high, but at least 30. I'm also optimizing every map that we have to make sure that they're the best quality and the fastest. You know, with games now, I'm learning a lot of stuff. There's a lot of tricks that you can do to make the the textures, the pixels, the shaders, you know, to load in a certain way or to hide or or delay. That makes the game uh more responsive and faster, lower latency, especially if it's a browser based game.

29:53 Michael asks a good question. What city is Clash World based on? Well, it's not Miami and it's not Los Angeles. So, I'll give you a clue. It's one of the top three cities in America. Um, so that gives you two options. You pick. It's gonna be one of the two. The map is is huge. And one of the biggest things I'm trying to figure out is how to make it load the entire map, right?

30:30 I may have to make it so that you have to download it just like GTA or any anything because to load a map that big is very very difficult. Like even the the the starter map that I've been messing with, it's like a small island. Even loading all the buildings within there takes a challenge is a challenge. I was counting the whole map has over 12,000 buildings.

30:54 12,000 buildings in this map. So imagine loading all that simultaneously while you're playing. It's a It's a big challenge. Um, but I'll figure it out. I'll figure out one way or another. I was thinking it was really cool. I think the coolest thing for Clash World is businesses. Okay. Like for example, there's car dealerships in there. So, I think I can make it where you could buy a car dealership.

31:24 That's going to cost you so much CDW. Okay. You have to buy it outright or pay a monthly rent, something like that. and you're guaranteed a certain amount of income because every day there'll be people coming in. It'll be random. So that's like a type of business. Okay. Um you could have a storefront and you could actually operate out of that. You know, you could change like the storefront banner inside how decorate.

31:51 What service you provide is up to you. You could provide a real life business within that storefront and that lives within Clash World as well. And of course, you could accept CDW or you could accept uh or CWD. You could accept any of the crypto launched on Clashpad or any other crypto for that matter. Um stuff like that. I have to plan it out appropriately, but just a few things.

32:22 We have billboards in there. We'll be able to sell those billboards. People within the game can buy billboard ads. So, that's another thing. Uh, that's a type of business. I can make it so that you could have a t-shirt shop so that people in the game could buy your t-shirts or pants. Okay. And then you could change your your your outfit with them. That's another thing that could be done.

32:48 So, I mean, there are there are so many so many things and I can progressively add them as the game progresses. It doesn't mean that I have to do it all at once, but I'm going to try to do a lot of it. AI is destroying gaming. Coming from longtime gamer and in the community, it's being debated about AI. Look at his coming Zelda remake. I I haven't seen the remake.

33:35 I can't imagine that AI is destroying gaming. It's helping development. Now, I could argue that maybe it forces the studio makers to accelerate and put out games not as good as before because there's so much increased competition. I could argue that, right? Like the the the fact that I don't know how long it took Activision I mean Microsoft bought Activision for like $50 billion or something.

34:06 Like for a game studio like that with like thousands of employees, you know, think about how much it costs for them to make a Modern Warfare or a new Black Ops, right? Probably, if I had to guess, 10 to 20 million at least. And how long does that take? Maybe like two years, three years traditionally. Now, if you could vibe code something similar for near zero cost besides AI subscription cost within a month, right, that puts a lot of pressure on them to have to accelerate.

34:46 They have to do things much quicker. Okay. Um, so I could see how that could possibly decrease like the quality or storyline, but you know, if you still have a thousand people, you could work on those things, right? It's just all thousand people will be working with AI and using AI rather than do it by hand. That's the only difference. You should be able to come out with like a new modern warfare every year instead of waiting two years, three years.

35:18 I think they do seasons like Battlefield does seasons. So, it's kind of like that. You could do a new season every six months. You could do a season every three months. You don't have to wait like a year or two years. And the next GTA is certainly not going to take 13 years. I'll guarantee you that. The next GTA at most will take probably two years, but they're go they're gonna try to bleed out or dry out as much as they can um from, you know, the existing GTA 6 players.

35:50 They're going to extend that as much as possible, but I guarantee you they're working on GTA 7 already. Yeah, GTA 6 took like $2 billion. I know it would be like it's over a billion. I don't know if it took two billion, but that's just insane. 13 years of development, like you throw that out the window. GTA 7, guarantee you, will be like created for less than a hundred million.

36:29 And in two years time, I mean, I I just I saw a story yesterday about some um game maker that says that they are demanding all their employees to be vibe coding using AI to code. No one should be hand coding anymore. And I completely agree with that. I I don't see how front line just just so you guys know I I asked my AI to count the number of lines.

37:04 Front line is 700,000 lines of code. 700,000 nearing a million lines of code. Clash world will probably be I don't know if I had to guess three to five million lines of code. Imagine trying to write a million lines of code. How long that takes. Imagine just counting to a million how long that takes, let alone code a million lines. Like I I can't imagine anyone doing any manual coding.

37:40 And any developer that tells you otherwise, like, oh, I'm still working on this manually is lying to you. You could code at a rate of a millionx with AI. And they do all the testing for you, too, right? They do the they do the checking, the the code reviews, the the testing. Um, so yeah. So, it just depends on how you use it. I don't know. I talk a big game.

38:10 You guys play Frontline Season 2 and you tell me. Once it comes out, you guys play it. Let me know. Especially those of you guys that are hardcore firstperson shooter players. I'm I'm going to say it's not going to be very far off. It's not. But you guys tell me. How do I feel about Cardano? Uh the same as before. Not much not much has changed. I I just don't see the big deal about midnight.

38:49 And I feel like a lot of Cardano people are just jumping to Midnight without really realizing why. I think there's probably grants and stuff. But I think all chains have the same problem. How to get volume? It's the same thing. How do I get more volume to Clashpad? Right? Everyone's trying to figure it out with these chains. The same thing. Most of them are ghost chains.

39:12 There's no volume at all. You need to have like DAPs that drive a lot of volume. That's why a lot of them like Binance came out Astra or is it Astra? No, Aster. Um, you know, that's why they love like perp dexes because they drive high volume, right? And they used to love like NFT marketplace that, but that kind of died down. You need a lot of dexes, you know, you you need you need things that drive a lot of volume.

39:43 And that's what most chains and including Cardano, I would say, they're struggling with. They're building, but there's not a whole lot of volume. There's probably a lot of DAPs that come on board, but there's like not enough to to really make a difference, right? So, it's kind of like that. That's how I see things. And it's not just Cardano. Avac has the same problem.

40:10 Um, a lot of these others, even XRP, as as many I don't know, I don't know how many financial institutions that they say are claiming are using XRP ledger every day. They can they can use more volume. Everyone can use more volume. But Soul, you know, is leading the space. I think mostly because of pumpf fun. But man, if Clashpad can ever get to the point of pump funds volume, holders are going to be beyond rich and the platform is going to be rich and Clash is going to be a top 10 coin.

40:50 So, I'm hoping I'm hoping that day comes. Uh, is Clash World for browser? Yeah, I'm making it browser based, but I I'm going to try to make it so that it's like hybrid so that you could download a pack. That's where all the assets go in and it helps with the loading and stuff like that, but it'll be on browser. AI makes a lot of mistakes. Difficult to trust a million lines of code.

41:40 Yeah. But that's where code reviews come in and testing, right? If you have a good process, it's way better than than human checking. You think humans checking on a million lines of code is more efficient than AI checking? No. No. You could have like 20 agents review your code. And that's way more efficient and better than human factchecking and testing.

42:09 You just need to come up with procedure. That's really it at this point. You just need to have a system in place, procedure in place. Every map, every single map that we have on Front Line has been upgraded and there are new maps. Old Quarter, Liberty Mile. Liberty Mile takes place in like like a like um like a shopping street kind of. Castyard has been made significantly bigger.

42:49 Old Quarter is phenomenal. Every single map that we have has been upgraded substantially, like to the point where you almost don't recognize them in a good way. They're so damn good. What if AI starts claiming ownership over code? I think I think a dropping is trying to do that. They start watermarking their code. It's invisible and you can't see it.

43:39 But you know if they do that they unfortunately will drive a lot of people away to open open source models. So I don't think they're going to do that but they can make it so that others don't distill them. I think that's why AI AI development has slowed down drastically. Like all the Chinese companies that used to come out with a new AI model like every week they stopped.

44:04 You haven't heard them come out with a model for months. It's because Anthropic started watermarking their code and they they could see who's using them and they could shut them down. So Kimmy and GLM, they already been accused by Anthropic for distilling. They haven't come out with a new model in a long time. Um, so we'll see. Even Open AI, even even um even their new 6.1 soul, it's not that great.

44:45 Anthropic is dominating it. It almost seems like Anthropic won the AI race that others have given up and they can't like Meta came out their new one yesterday. I forgot the name of it, but it's garbage. They benchmax to the moon. The benchmarks show that it's like opus level. It's not through testing. It's just as garbage as their muse. So like all these guys seems like they have lost.

45:12 Like to be honest, it feels like everyone lost. Gemini, they have their Gemini 4. They're not releasing most likely because they benchmax to the moon and the model actually sucks. That's why they're holding it back. And this is from Google. So, it almost feels like every company already lost. Anthropic won, but we'll see. And uh if they release their Fable 55, it's game over.

45:42 No one's going to be close to that. All right. Well, the good news is today may be a surprise day. We're almost back to 84. We had this nasty drop from Asia yesterday. cleared out a lot of leverage. Once again, we dropped to 81,000 and now we're almost back to 84. So, overall sideways still, but we'll take it. Yesterday was very red. Today, maybe we could make a good comeback.

46:57 Alts are still weak today. So, we'll see. We will see. All right, guys. I'll let you guys go. Overall, hang in there. We're dealing with a lot of stuff. CPI comes out tomorrow that can move markets. The name of the game is to hold DCA and to load up on Clashpad projects and get rewarded for holding. All right? No one else gives you that. All right, guys. Smash it a like. Subscribe to the channel. Have a good one. Take care. Bye-bye.