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I’m Aggressively Deploying My Capital Into These Altcoins! Transcript, AI Summary & Key Points

Crypto Banter · 22 hours ago · News & Politics · 36:49 · EN

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Answer

Ran is deploying his $10 million aggressively into altcoins now — starting with Grass (already 200K deployed), with buy zones for Zcash, VVV/Venice, Aerodrome, Kaito, Concordium, Solana and Raydium — because he believes Bitcoin may have bottomed at the 200-day MA even though fear hasn't yet hit extreme levels.

AI Summary

Bitcoin wicked down to the 200-day moving average after a hot CPI print (0.4 vs 0.3 expected), which pushed 10-year yields above 5% and stirred talk of a 50-basis-point December rate hike — talk Ran rejects, partly because oil has crashed 20% from recent highs. CoreWeave's earnings beat and strong guidance (130,000 GPUs recontracting in 2027 and 170,000 in 2028 adding ~$10 billion in annualized revenue; borrowing costs falling from 10% to 7%) turned the NASDAQ around and revived the AI trade, lifting AMD, Nvidia, Dell, Intel and Micron. With crypto majors starting to capitulate — Zcash down about 50% from $1,000 amid MEXC privacy-coin delistings and peak sentiment FUD, Ripple CTO David Schwartz selling nearly all his holdings (26 million XRP, 1,500 BTC, 40,000 ETH) — Ran begins deploying from his $10 million into altcoins: Grass (200K deployed at ~45 cents), with buy levels set for Aerodrome (40–55 cents), Kaito/Cards (under 20, ideally near 16), VVV/Venice (15–20, big deployment at $15), plus Zcash, Concordium, Solana at $80 and Raydium. Bitcoin shorts are piling up again per Coinglass, historically a precursor to a short-squeeze rally, and Fear & Greed sits at 29 while Ran waits for extreme fear.

Key Points

  • CPI came in at 0.4 vs 0.3 expected; annualized that implies ~4.8% inflation against the Fed's 2% target, and 10-year yields shot back above 5% after the midterm move to 4.8.
  • Markets are pricing a double rate hike — a 50-basis-point hike in December. Fed governor Waller supports it if core CPI is above 0.3 (it was 0.4), and Lorie Logan said movement may be more rapid this winter. Ran takes the other side: a hike is possible but a 50bp double hike will not happen.
  • Oil has crashed 20% from recent highs and bounced off its 200-day moving average; the inflation trade is fully correlated to oil, undercutting the case for aggressive hikes.
  • Bitcoin wicked down and touched the 200-day moving average near ~72, the level Ran flagged as the potential cycle low — it may have bottomed, which is why he is deploying.
  • CoreWeave earnings beat: expected $3.55, got $3.6, with EBITDA 10% above average; guidance says 130,000 GPUs come off contract in 2027 and 170,000 in 2028, worth another $10 billion in annualized revenue at today's prices, and borrowing costs fell from 10% to 7%. CoreWeave is up 13%, and an earlier posted trade was up 82%.
  • The AI trade rebounded with CoreWeave: AMD up 5.8%, Dell up 7%, Intel up 6%, Micron up; the NASDAQ is up 1.65% and is known for V-shaped recoveries (point made by Peter Brunt).
  • Crypto majors are finally capitulating: Zcash broke down, down about 50% from $1,000, partly on MEXC delisting privacy coins, with leverage unwinds — Taiki closed his Zcash long with ~400% returns (PNL $3,046). Ran says anyone without enough Zcash should buy now; he already holds too much.
  • Zcash sentiment shows peak FUD: people doubt it can replace Bitcoin, FrankieDegards says Nia could flip Zcash, and trolls post Zcashdev pictures — 'everyone's leaving the casino, that's when I walk in.'

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00:00 There's a guy here in the comments. He says, "My green tea is ready." He says, "My green tea is ready." We want green candles. We don't want green tea. We want green candles, not green tea. And I think we might actually get those green candles. Um, all right. Today, we're going to be deploying some capital. We're going to be deploying some capital live just like the the thumbnail says.

00:18 I'll tell you, I do think that it's time to start deploying and time to start deploying a lot more aggressively than we have been deploying. We've been sitting on our hands. And I think we talk about this sitting on our hands. I know that you tune in here every single day. And what you want is buy this, buy that, do this. But that's how you fail. That's how you lose money, right?

00:35 The the best investors are the ones that can sit quietly and sit quietly and sit quietly and then they take when they take when they smash when they actually go out there and when they make that buying that purchase, then everything changes, right? That that's what and they make a good purchase. And that's what we're going to be doing today. We are going to be making some good purchases live.

00:53 If you're here and you're expecting us to deploy the full $10 million live today, then you may as well log off now because I'm not I'm not um deploying $10 million live. I'm starting to deploy from my $10 million. And the reason why I'm starting to deploy is I think it's time to start deploying. I'm going to show you exactly where I'm going to be deploying.

01:10 I'm going to show you how you can copy me. Um yeah, I mean that that's pretty much where we are. So, welcome. I haven't seen you guys in a whole 25 hours. 25 hours I haven't seen you guys. Um let's talk about what happened yesterday. Um what happened yesterday was as follows. We had the inflation numbers that came out. Slightly hot read. Not like much like not what the market made it out to be.

01:34 Slightly hot read. We were expecting a.3. We got point4. What's the problem with 04? 04 * 12 is 4.8. The Fed's inflation target is is uh 2%. So when you take 04 and you say if inflation goes up by 04 and point4 and point4 and point4 then next year things are going to be 5% more expensive. And so when that happened, what happened immediately was the 10-year T- bills shot up to above 5%.

01:59 Remember they when the Democrats won the midterms that were at 4.8, they shot up back to above 5%. Because now the market is expecting, not get this, they're not only expecting an interest rate hike, they're expecting a double interest rate hike. They're talking about a 50 basis points rate hike in December. Now, I'm willing to take the other side of this.

02:19 There is no 50 basis point rate hike in December. There may be a rate hike. I think there shouldn't be a rate hike, but there may be a rate hike um in December, but ultimately there's not going to be a double rate hike in December, even though the Fed members are coming out now and they're talking. So, Waller says, Waller says supports a 50 basis point rate hike in December if core CPI is higher than 0.3 and it was at 0.4.

02:43 Okay, so Waller is now saying there will be a double rate hike in in December. Not the only one. There's a Lori Logan opens the door for a faster pace of race rate increases. She made a speech on October 30th. Explained why she was okay with last month's hold. Today she added the sentence after disappointing CPI. It may be possible to move more rapidly this winter than the FOMC has moved in the fall.

03:06 So basically that is is is why the markets actually came down. Bitcoin actually went down and touched the 200 day moving average. So you can see we touched the 200 day moving average. The reason why that's so important is because I said that that was like that was one potential to be the lowest level of the cycle for me. So I said my target at the time was when this was like like around 72 and it came down and it touched that level.

03:31 So we just wicked to that level and now the question is whether the pain is over or whether or whether the pain is not over. I do agree with this guy who wrote this tweet. Don't know him, never met him. His name is Jared. He says there's a lot of reasons. Um um uh there's a lot of reasons why we can't have a rate cut, right? A double rate hike. The first thing is oil just crashed 20%.

03:53 And actually the entire um the entire inflation trade is actually fully correlated to the oil trade, right? So you look at the oil trade over here. Um you look at the oil tra you look at the oil trade over here and you see that oil is like starting to bottom overhead again. It also bounced off a 200 day moving average. Um but I think now that the oil price is starting to come down just to give an an idea that the oil price is now 20% down from from the recent highs.

04:21 Okay. So oil price is coming down. Um hottest remember you got to show the ticker in the trading view. You got to show the ticker and you got to show the symbol otherwise it's you know >> very very cool. Yeah let's try let's try and get that number right. So the oil price is coming down. If the oil price is coming down, then the last thing that you want is is to be, you know, to be slowing down the economy as a result of it.

04:44 The Fed is actually reacting to this data which they saw which basically says that um uh uh they came out and that um the broadening out of inflation. So they're saying that the oil shock has a much larger impact and for a longer period of time and they're worried that the oil shock is going to have a much larger impact for a for a for a for a longer period of time.

05:06 And so Bitcoin went down. Bitcoin is not the only one that went down. The NASDAQ actually also went down. So if you look at the NASDAQ on the daily, it actually yesterday went to 27,424 which is about 700 points away from where it is right now. Right? What happened here was the NASDAQ went down because of the same reasons that Bitcoin went down. But then something turned the NASDAQ and I want to show you what turned the NASDAQ.

05:28 Coreweave. Remember we've been speaking about core and I said buy core, buy core, buy core. Why? Because it was the bullied child of the AI trade. Someone needed a scapegoat. They needed to blame someone for this whole AI trade. And the the most hated stock was Coreweave. And that's you know me, I love buying the most hated stock. And so I landed up buying Corewave.

05:54 Remember I I posted that trade in insert.trade. Here it is. Here's the trade live. Here's the profit live. I took that trade on blowfin through insert.trade. I posted coreweave here. If you would have taken that trade, you would have been 82% up on your up on your capital here. You can actually see you can actually let me just zoom out. You can actually see the trade here.

06:10 You got to buy these hater trades when they become the hatered trades. And coreweave was a hated trade. But then yesterday after market closed, coreweave actually published their results. And guess what happened in the results? They basically [ __ ] shot the lights out. Okay, so they expected uh uh 3.55, they got 3.6. Uh the EBID 2.26, so 10% above average at about the earnings per share.

06:33 Um yeah, adjusted earnings position. So they did they did really really really well, right? They did really really well. But on top of them doing really well, they also came out with a whole lot of guidance. And in that guidance, they basically put everyone's um uh all the FUD that's been going on on Twitter, which is where investors get their information from.

06:54 They've just put it to bed. They said, "Look, they said there's 130,000 GPUs coming off contract in 2027, another 170,000 in 2028. If they recontract that at today's price, in other words, they've bought these GPUs, they've put them into contract, the contracts end and everybody knows that they that they all need this computing power, it adds another 10 billion in annualized revenue to what to to the company, right?

07:17 And and that computer is already all paid off. They also said that their cost of borrowing is dropping a lot because they're not taking unsecured loans anymore, right? So they're saying, you know, the cost of borrowing has dropped from what was 10% to 7 to 7%. So, what did that do? It said, "Oh, hold on everybody." Exactly like Ryan told you. The AI trade is actually not as scary as the AI trade is.

07:39 And now we have coreweave up 13% today. That trade, that core trade has put up this portfolio over here is now up $27,000. I think I took another core trade over here and that one's also up. So, all the core trades are basically up now because that happened because it's not only coreweave that went up because as coreweave went up, Highix went up 7%.

08:01 Um AMD is up. AMD's AMD is up quite a bit. Even Nvidia um is up a little bit. So basically the AI trade is starting to come down. And like for me when you talk about the AI trade starting to come down, for me it was like it was pretty obvious. You can kind of see it in the bubbles here. Dell is up 7%, AMD's up 5.8%, uh uh um Intel's up 6%, Micron, and SKHX.

08:22 You can see the AI trade is basically starting to rebound. And as a result, the NASDAQ is also starting to rebound. So if you look at the Nasdaq, the NASDAQ is now up uh 1.65%. Now I told you yesterday that Bitcoin was becoming very correlated to the NASDAQ, right? So it's becoming very correlated to the NASDAQ and that's why I'm kind of expecting a Bitcoin recovery here, which we'll talk about.

08:43 Um I think when it comes to the NASDAQ, the NASDAQ is known for for V-shaped recoveries. So very fast down, very fast up, very fast down, very fast up, very fast down, very fast up. That was something that that that um Peter Peter Brunt basically pointed out. He says, "Look, the NASDAQ is known for these fast V-shaped recoveries and we've had a couple of days that are going down."

09:06 I don't know if if this is the end, but here's the V-shaped recovery potentially starting to come in. So, I'm placing myself super super super bullish, not only for crypto, but only but also for the NASDAQ. I'll I'll show you what my crypto thesis is because that's where we're actually going to be deploying cash. I want to pause here for a second. I am running a whole lot of live trading rooms.

09:29 There's a trading room here where where I'm deploying $10 million and there's a trading room here where I'm deploying for the tech recovery, right? Literally, if you want to follow every single one of my trades, it's free. You go to insert.trade, if you want to actually copy the trades, then you can actually connect any one of your exchanges very, very, very simply.

09:47 It's free, guys. Or if you just want to come and watch, you can just come and hang and you can watch. You just you come here and you can hang. Every single trade that we make is over here. So, let me just stretch this up a little bit. Sorry. Um, so every single trade that that I make is is actually listed here. You can see the trade live. So, my I mean, okay, we'll talk about I want I want to go out of this room and I want to go into this room where I'm actually deploying.

10:11 You can see the trades live. You can see how much money I've made. You can see how much money I've deployed all live. And if you want and you have connected an exchange with one button, you can set how much you want to copy my trade for. And let me just give an example. Bang. You've just copied my trade. Okay, that's it. You see how simple it is? That's how simple it is for you to copy the trade.

10:29 So go to insert.trade. If you want to follow, just connect an exchange. If you don't want to follow, then just come and watch. Come and chat in the chats. Literally, every scent that I deploy is is is is being here. And we'll talk about how I'm deploying the $10 million in a couple of sec. In the meantime, I think that the NASDAQ is going to bounce.

10:47 I think that the AI trade is going to bounce. It might it might be it might not be the bottom bottom bottom. But I think for me when I look at NASDAQ corrections, I've got to say to myself, hold on a second. Here is here are previous NASDAQ corrections. You got to take a view when when when you invest. And if you're wrong for a short for a short period of time, it's not the not the end of the world.

11:08 There's the chart. I mean, the chart's absolutely beautiful. It's time to start deploying NASDAQ. And that's exactly what I did. So, you want to follow that insert trade, plug in your exchange or don't plug in your exchange. Every single trade is there. You can trade directly from here. Um, and it's just a good place where we can where we can actually hang out.

11:23 Um, let's talk about crypto because here are the more exciting opportunities and here's where I'm actually starting to deploy real money into the market right now. Right. So, when it comes to crypto, finally, we are seeing some of the majors capitulate. remember up until now we've been watching this buy list of mine because I've been I've been pretty disciplined and I know it's frustrating for a whole lot of people, right?

11:45 But what I've learned in in in having been here for multiple cycles is that it's like the the investing is like the the story of the tortoise and the hair. So yes, you can jump at every opportunity and every shiny object and you can jump at every dip and start deploying or you can be very strategic and you can be very patient and you can take the trade only when the trade is actually ready.

12:12 And I've opted to go for the second one, which maybe doesn't make for very good YouTube, but it really makes for for for good profits. And ultimately, my mission is to build the most profitable community in the world, right? So, the idea is not to deploy every single day, but to be very, very, very picky. And when we deploy, deploy into something that we really, really, really want.

12:31 And that's exactly what I've been doing. Right now, you'll notice or you'll remember that my buy list wasn't ready yet. Like, we had a buy list and I've got levels for each and every one of these, but not many of them actually broke down. Like, not many of them actually broke down. Like, I want to derive at 20 cents. It's still at 30 cents. I'm not buying it yet.

12:48 I want Sonic at under three. It's a 3.7. I want backpack at under 80. I probably want it under 70. I want go g.net at under 20. And you see they haven't broken down. But what did happen yesterday was that some of the majors actually started to break down. The one major that really started to break down was Zcash. And for me, that's it's the darling trade.

13:12 It's the darling trade of the cycle. It's a darling trade of the cycle which is starting to break down. And that for me is a very very very good thing. It was struggling at that $1,000 level. If you think about Zcash right now, Zcash is about 60% down. It's uh it's 50% down. Okay, that's that if you're not buying if you don't have exposure to Zcash and you're not buying Zcash at these levels, I don't know what's wrong with you.

13:36 I'm not I'm not buying Zcash because I have too much. All right. If I didn't have enough Zcash, then I would I would buy Zcash. But but um but but I have enough. If you don't have enough, then you should be buying Zcash. I think one of the reasons why Zcash started to come down was because Mexi started to delist the privacy coins. You know, Mexi are now in in a whole lot of hot water and I I think people saw this and started to get worried that Zcash may be delisted from from centralized exchanges.

14:08 Either way, I can see a leverage unwind on Zcash. Even some of the big names, even Taiiki, who's a friend of ours, uh he basically had to close his position. He was down. Um or he was actually up. He was up. Um he was up. PNL 3,046. Okay. See, unfortunately, I took a picture at my Zcash per longs. Spot will be zodle posting this uh for the roundtrip transparency.

14:31 What? So, he did he round trip the whole thing? No. Come on. He didn't round trip the whole thing. Did he round trip the whole thing? No. Come on. No, he returned 400%. Great. Well done. So, he he closed his his position. You never close it. You never close uh at near the bottom. You're always close near the top. That's how you're supposed to trade.

14:49 I see with Zcash, all the hate is starting to come back. So, like there's a lot of hate around Zcash all of a sudden. This was the darling token of the cycle. The darling darling darling token of the cycle. And people started to hate on Zcash. Someone says a lot of people a lot of people are going to give back all their winnings this cycle on the on Zcash.

15:08 Uh Zcash will never replace Bitcoin. People are now starting to doubt that it would. Crypto will never produce a store of value. Um, uh, I will take hype over Zcash any day of the week. So, you can see the hate is starting to creep up. And Frankie Degards, he's also turned negative on on on Zcash. Says says Nia could flip Zcash. Nia could flip Zcash.

15:28 I don't think so, though. This is when I know that that we're in peak FUD when people start posting pictures of the tweet of the Zcashdev who is uh what do you call these things? Is it a these people? What do you call them? [ __ ] What What is the politically correct word for this? >> Weird. >> Okay, you can't say weird, bro. >> Have this interesting conversation about that.

15:54 I know we've talked about a little bit before and I think it's very relevant to this uh the Zcash community right now. >> Um >> Yes. >> Yeah. And so I'm both excited to be with you and talk about this and also my own perspective on a little bit. >> So when people start posting the transgender, I think this this transgender is actually at zcashdev. Then I know that peak FUD is starting to happen on Zcash.

16:17 So I came out last night and I basically said, you know, if and I love this. This was from from Rand Group says, "Everyone's left the casino. That's usually when I walk in. Everyone's leaving the Zcash casino casino. That's when I'm walking in." And so I went into our Discord yesterday. I went into front runners and I said, "Guys, it's time to start deploying."

16:37 Okay. I said it was at $1,000. Now it's at 9.88. Why is Oh, it's me. It's me cutting them badly. I said, "If you don't own Zcash or don't own enough Zcash, start buying now. Start deploying." Okay. Um, every single token that I deploy into is actually in our private Discord group. Literally, the minute that I deploy, it's here in the private disc Discord group.

16:58 Um, we allow everybody into our private Discord group. So, if you're normal, if you're if you're like not transgender, if you're transgender, we allow everybody in. We don't mind. Like, anybody can come in. Um, so if you are transgender, um, I mean, you can't get a discount if you're trying. No, I'm joking. I'm joking. It's a joke. It's a joke. Hardest.

17:19 It's a joke. Okay. Um, everything that we do, I actually post in the Discord. Um, you can see every like I posted, um, Oh, we'll talk about VV in a couple of seconds. Um, okay. This one wasn't supposed to be spoken about today, but now that you've seen that it actually is here, I did tell the people in the Discord that it's safe to start buying Concordium.

17:38 Um I mean actually told them I just want to show you. I told them to start buying Concordium. Where where did I tell them to start buying Concordium? It was here. It was when it was 24 23 and now it's at 32 and I'm still telling them to buy Concordium. If you join the discord you would know exactly exactly exactly why. Let's just pause there for a second uh so we can talk about the discord.

18:04 So, as you know that it's very hard for me to be live here every single day. Um, well, it's very I'm here every single day, but it's very hard for me to be live all the time. And so, I need another place to talk to a community. Now, we've got this community and uh it's it's the paid Discord. It usually costs $199 a month, but we made a special for uh people that Let me just refresh the page here.

18:26 So, we made a special for a Black Friday special and we said, "Look, instead of paying $199 a month, you can now get it for $1,99." Now, that was open. We only had 1,000 spaces and already, as you can see, 440 400 something have gone. Okay, so there's now 400 there's 547 spaces left. If you were part of the Discord or are part of the Discord and left and if you are an active member, you can go and claim the special for the next two hours.

18:58 When you do, you'll get a mystery funded account that you can trade with between 10 and 150K. I can't open because I can't tear across because you have to buy actually to buy it. Um after that, we open it up to everybody. So, if you're watching the show in about 60 minutes, you'll it'll open up to you and then we're going to give away 400 547 spaces.

19:17 It's $1,99 for the year, which is less than $100 a month. And if you um I mean like you'll make that back on one trade. Honestly, it's a Black Friday special. Once a thousand are gone, we're done. We're not adding anymore. It's the end of it. Um anyway, so I posted in the Discord Zcash. Deploying money into Zcash. Um I didn't deploy. Why? Because um I I didn't deploy because I've got too much Zcash and I'm waiting to deploy into some other things.

19:41 as it relates to Bitcoin. We got the breakdown to the 200 moving to the 200 uh to the 200 uh moving average. That's a key point for Bitcoin. It's not an unbreakable point, but that is a key point for Bitcoin. I thought that Bitcoin might actually bottom there and it might have and it might have bottomed however and that's why I think it's we have to start deploying today because we could have bottomed.

20:06 I'm not sure that we did bottom, but we could have bottomed. And that's why it's time to start getting more aggressive in your deployment. Right. The fear and greed isn't where I want it to be yet. It's a 29, which is I want it to be an extreme extreme fear, which is what I'm waiting for ultimately. But the thing is, if you look at it, the shorts are piling up again.

20:28 So, this is a chart that shows you the shorts. Now, generally, if you just like try and go a bit further back on the shot, it's very hard to use Coin Glass's um uh data. But if you look, the shorts generally pile up um and then we usually have a runup. So, the shorts pile up, you see the shorts piled up here and then we bottomed and we usually we went for for that runup.

20:47 The shorts piled up here and then we had the runup and the shorts were basically liquidated. So, the shorts are piling up again, which means that people are too comfortable with a market that's going down, right? And that's that's pretty much what's happening right now. At the same time, what I'm seeing is I'm seeing that the sentiment around crypto is like really like it's it's garbage.

21:04 The sentiment the sentiment is like really really really bad. I mean, just look at this. This is like from big names. So, this is the CTO of Ripple, right? The CTO of Ripple, David Schwarz. He basically said that he's sold nearly all of his digital asset holdings and he's not bought XRP in a long time because he's very uncomfortable with the risk. His holdings have gone from around 26 million XRP, 1,500 Bitcoin, and 40,000 ETH.

21:30 40,000 ETH. Okay, but bro, can can we just talk about this? You've got yourself you've got yourself 40,000 ETH. Okay. Okay. Let me show you someone else that that also has 40,000 ETH or more than 40,000 ETH. Okay. I want you to meet this guy called Okay, let me show you. Let me show you something. Okay, let's quickly just call up this image. This is a good image.

21:59 Okay, so this is Tom Lee, bro. Tom Lee also used to have a lot of ETH or has a lot of ETH. Okay, what do you notice is the biggest difference between you and Tom Lee? What's the biggest difference? Hardis, >> Tom's got more hair. >> Hair, bro. Go and get hair. Go to Turkey. Take your family on vacation and and get hair. Um, Scott Malcol says, "You're probably not going to get rich in crypto."

22:25 That's when I know you are going to get rich in crypto and that's when I know you need to start deploying. The sentiment has turned so badly around crypto. Long way of saying long way of saying because it's over. The hope is gone. Not because of the cycle and the copium, but because the objectives of crypto was always to sell the coins to the bankers.

22:43 The bankers showed up, we sold at ridiculous multiples, and now everyone wants to do the same again. But that's not said. People are giving you thesis, the thesises, thesises. This guy says, "10 years ago, being in crypto was cool and now it's an embarrassment. Six years ago, my friends asked me what they should buy and my answers always made their money.

23:02 Now I'm embarrassed to tell my friends to buy anything in crypto because everybody lost money. It's either the bottom or the end. I think it's the bottom. It's not the end." Exactly. So, the sentiment is becoming down. The sentiment is in the toilet. People are pointing to transgender videos when it comes to Zcash. To me, that's a time to start deploying.

23:21 So, where do you start deploying? The obvious things that I' that I've seen, the obvious deployments that I've seen, I've seen a deployment in Zcash. There are some other obvious deployments that I've seen. VVV is one of them. Okay. If you don't have any VV in your portfolio, start deploying around about now. If you do, if you do have, then then wait for the next level, which is about $15.

23:44 That's where I'm going to start really deploying money. But this is another one of those major tokens that has massive massive massive revenue. That's the growth of its users. In August, so they were built, they're building they're burning 1 trillion tokens per day. Um uh uh in August they crossed $100 million in annualized revenue and he hasn't Eric For hasn't updated.

24:06 It's already November. I bet you that that number is actually even higher. When the price goes down and the uh number go and the users and the profits go up, what do we do? We buy. We deploy. When everyone leaves the casino, we walk into the casino with two of the hottest babes a bag of They can't say that on YouTube, okay? But you know what I'm saying.

24:33 So, um, VVV is one that I'm looking at. I'm not deploying into VVV right now. Why? Because I have enough VV. But if you don't have any any Venice, start buying between 15 and 20 because you might not get another opportunity. The numbers are going up and the price is going down. You know what? You know what that means, right? The next one where I actually have deployed is grass.

24:56 I love grass. Okay. I love No, I love grass. How how does do you like grass? >> I don't like the lawn. >> No, but I mean you know what I mean when I say grass. Do you like grass? >> I mean the token obviously >> the token. The token took >> I'm talking about the token. So grass is for those of you who don't know what grass is. Internet agents need data.

25:23 That's how they become clever, right? The problem is that when they try and scrape the data, they get this error called agent getting forbidden access. They can't. So what does Grass do? It allows you to install a little uh uh Chrome installment and on your on your on your on your um Chrome and once you got that that Chrome extension every time that you that it uses your bandwidth to actually get data and process the data and do inference on the data, right?

25:48 That's what Grass actually does. The numbers are absolutely mind-boggling. I think they've got a $17 million uh uh revenue forecast for H1. So, they've got a 17 They've got a Hold on. This guy, this guy knows I'm live. I'm live. What do you want? A researcher phoning me when I'm live. Maybe he's telling me about a correction. Maybe he's phoning me about a correction.

26:11 Let's phone him. That's very rude. Very rude. Very rude. Very, very rude. Um, okay. So, Grass H1 2026 forecast 17 million. their total 2025 uh um uh was so look at the rate of growth of their revenues, right? Okay, I want to own this. The price is going down. It's going to hit the 200 day moving average over here, right? That's a good level to start buying.

26:37 Hey, maybe it goes down another 10 cents, but let's start buying here at 45. That's why again I went to insert our trade. If you go to the room and insert that trade, there's a room that says deploying. Literally, literally, you can get you can go here and you can see that I've deployed into grass. You can see I deployed 200k into grass over here. Literally 200k of 10 million.

26:58 I've already deployed. And if you want to follow me, you just go click click and you're long grass. You see how easy it is? You see how easy it is, bro? So easy. insert our trade. Go do the trading rooms. There's a lot of trading rooms here. There's one for the BBET World Series of Trading Competition. There's one where I'm deploying into tech. I'm going to clean that one up today.

27:23 There's one where I'm deploying $10 million into crypto projects. You got is is Martin trading? Let's see. I think Martin's trading. Martin. Look at Martin. Martin's trading, bro. His trades are up. Up, baby. Up, baby. Up, baby. Martin's Martin's there uh trading full-time as well. So, there's a lot of trading rooms for you guys to go and trade in. It's just up to you now.

27:40 It's really up to you now. Um All right. So, grass is one where I'm actually deploying. I've posted that. I've also posted that in my in the Discord. Again, if you want the Discord Black Friday special. Running out of time, people. Running out of time. Um, all right. Some more that I want to deploy because that's why you came. You came to see where we're deploying.

27:58 Aer Drrome, look at that beautiful, beautiful, beautiful touch of the 200 day moving average. Look how beautifully it touched it. That's what you want to see. I think that this is this is a good buying opportunity. I think it will still carry on going down. I probably see it going down to about 40 cents, but anywhere between 40 and 55, you can start deploying.

28:22 I will let you know in the discord and I will let you know on insert a trade when I deploy into grass, okay? Into a drone. Next one. Cards. I mean, what do you see in this chart? Let me Let's find a chart that goes further back, okay? Because it's unfair. It's unfair that It's unfair that we we only went up. Okay, look up, down, up, down. It's back at 20.

28:47 Anything under 20 and specifically if it gets anywhere near like the 16, we go crazy. I will let you know in insert trade and I will let you know in the Discord for the Discord members exactly when I'm deploying into that. I'm reminding you next week Salana Breakpoint. There'll be a lot of Salana announcements. Today, Salana is trading at at $80. Okay?

29:09 If you don't have exposure to Salana, please go and buy yourself some Salana. Now, if you don't have exposure to Salana, why? Because you can hold it for long. You know for sure it's going to 100, 120, maybe 140. You know for sure. It's like a it's a given. So, go and buy yourself some Salana if you don't have Salana already. Also, um so I want to show you something around Salana.

29:31 Everyone said that it is it is just a memecoin chain. What you can see is that there's a lot of tokenized assets actually starting to be trading traded here. And over time, the yellow is going to get much more yellow. The purple's going to get much smaller. And Sana is going to be a hub for trading socialized assets. And then this whole criticism that Salana's only pump fund or Salana's only blah blah blah is all going to be gone away.

29:52 And then when you hold Salana, you also want to be buying radium. Now again, I own a [ __ ] ton of radium, right? So I'm not buying radium it. I will be buying it if it gets Clockworks data over here. Radium is the biggest beneficiary when it comes to the tokenized asset asset trading, right? So, if you go and take out um or if you somehow strip out all the memecoin trading, then Radium is basically the biggest custodian of of all that volume, right?

30:17 Uh what else? Okay, cool. So, we are deploying, we're deploying, we're starting to deploy $10 million. You want to follow, you can even follow the actual trading. Simple. You go to insert trade. Uh you go to the room. This is where the room where I'll be deploying it. Every trade will be live. You can sit here and you can chat in the chat. Let me know that you're in the chat.

30:36 I see there are 10 of you already in the chat. Um, every single trade that I make will be live here. Um, and we're going to deploy $10 million together. We're going to slowly do it. If you get bored of this room and you want to trade the Bybit World Series of Trading Competition, which we are going to all trade from next week, we've already started posting uh uh you we've already started posting trades in in in in this thing over here.

30:58 You see Dylan's posted some trades. I've posted some trades. We're warming up for the competition which starts on Friday. If you want to join our team, just go to here. We're warming up for the Okay, so you go here. Uh you go here and you go here and you join the World Series. You sign up to buy bit. You get a deposit bonus of 50 bucks and then you join the world series of trading team.

31:22 The prize money is $10 million. We're going to be trading it live every single minute of every single day here. Five hosts for free helping you trade. You plug in your buy exchange and you can trade with us. Um, what else? See, all my trades are starting to make money now. So, the the one account starting to make money. These these trades that I took um a lot of them are like that's up.

31:44 My meta trade, you can actually see the meta trade that I took is up. Coreweave is up. Uh, my NBIS trade is up. SanDisk is down. Uh, iron is down and Marvel is pretty much at break even. And Google's up. So, these are the trades that I took on TX low. Um, all right. Remember, Black Friday, guys. If you're a front runner member, this is your last chance.

32:08 Last last last last chance. Um, if you're if you're in a in an hour, we open it up to everybody. You'll rip these off. Qu. And then you can win yourself a mystery funded account. Plus, you're getting it. I actually I don't even know how they they did it for less than 100 bucks a month. We've never had it for less than 100 bucks a month. It's like it's a it's bizarre and absurd and and I think it should the price should go up.

32:29 That's what I think. All right, looking at the rest of the market just before we go cuz I know you guys all want to hang. Let's see what's going on here. Zcash capitulating. Yeah, baby. You know, we you got to change your mindset because we've been expecting a a dip. When you expect a dip, you celebrate when the dip comes. So, I'm I'm celebrating now.

32:51 Like the dips here. I'm celebrating every day. I see Zcash going down. I'm like, "Yeah, baby. This is exactly what you wanted." I see unis swap going down. I'm like, "Look here." Yeah, baby. Zcash down. Unis swap going down. Yes. Take me to $5. Take me to the promised land. Take me to the promised land of $5. Okay. Take me to the promised land of $5.

33:09 Take me. Take me. Take me. Take me to the promised land of $5. You know where where there's a promised land that didn't actually get promised? Kinetic. Thank heavens I didn't actually get into this one. Uh cuz they launched that Alissium chain, but the Lisium chain didn't actually work. So, I mean, it works, but it's like it takes a long time to get adopted.

33:28 Uh yeah, they launched into the wrong market, ladies and gentlemen. Um what else? Grass, take me to the promised land. Take me take me take me to the promised land. What else? Backpack. Take me to the promised land. 84 84. Sir, we're going to get close to we're going to get close and when that when that number hits, you're going to see me in insert trade and in the Discord and I'm going to tell you the minute that I deploy.

34:04 And you know what's very cool in the Discord? There's an AI agent that works there. Uh, let me show you how it works. There's an AI agent. The AI agent's name is Joe Walsh. Okay, he um Okay, he does this. Look here. See, it tell the AI agent tells you exactly what I've deployed into. Exactly. See, in 2.4, it tells you the agents basically worked out exactly what my capital allocation is.

34:29 Um, all right. What is this? I I mean, you want to see something funny, you know? You know, I've got this thing for like influencers that pretend that they're rich and then they're not actually rich. I like honestly I think it like it's these influencers with rented cars and and like showing off their wealth. Like I it's my pet [ __ ] hate. Okay, it's my pet [ __ ] hate.

34:54 I honestly I hate these people that they try and pretend they're something that they're not. Um that like don't pretend just just just say look I'm trying to make it. Don't try and pretend I made it and whatever else. Um but I love watching this video honestly. Like I know it's got nothing to do with crypto and if you by the way if you if you're done with crypto you can go now.

35:13 We just watching videos. We're watching goes right in the whip, you know. Not a problem. Not a problem. Not a problem. Not a problem. >> I'm such an idiot. Rent probably rent a car. Doesn't know that. Doesn't know that the key locks itself. Let's get in the car before the car. >> Oh my god. No way. Oh my god. Yo. Oh my god. Oh my god. Oh my god. Now he's trying to pull the car back.

36:05 >> Ah, what an idiot. What an idiot. Honestly, what an idiot. Yeah. Let's see if there's Yeah. Okay. Uh family, we'll see you guys again tomorrow. We're going to keep deploying money. We're going to we're going to we're going to make we're going to make it this cycle. I can feel it. We've played this cycle so so so so smart. We're so thrilled. Honestly, we're so thrilled cuz we called this perfectly and now we're just going to keep calling it perfectly. See you again tomorrow. Until then, trade well, my friends.