The Truth About Crypto in 2026 | Market Bubble #1 — Transcript
Full transcript
- 0:00Welcome to MarketBubble, a show about
- 0:02investing in yourself, where we feel an
- 0:05overwhelming majority of young men today
- 0:07are in a losing position.
- 0:09How are we positioned? Find out today
- 0:12and every Thursday at 1:00 p.m. PST live
- 0:14on twitch.tv/
- 0:16FazeBanks, baby. Yes. And we're also
- 0:20live on Twitter.
- 0:21Um I'm I'm here with my co-host right
- 0:23now, Z. He He We're streaming from his
- 0:25Twitter as well. Well, we're global. Um
- 0:28that is Zion or handsome, my tall 6'6
- 0:32tall, dark, handsome
- 0:3410% body fat, gigabrain, genius finance
- 0:37tech guru.
- 0:38He's big brain. I'm little brain. I'm
- 0:40the content creative media guy,
- 0:42attention
- 0:4450 years old, and he's a little bit
- 0:46younger, a little bit taller, a little
- 0:47bit slimmer, and a little bit richer.
- 0:49And he's going to make sure that we make
- 0:51a [ __ ] ton of money. And I'm going to
- 0:53make sure that we, you know, keep our
- 0:54finger in our pulse on um culture and
- 0:57and and and media. Listen, you open up
- 1:00Twitter now, and everything's [ __ ]
- 1:01Politics is cooked, crypto's dead,
- 1:04dating's fried, everyone's an incel,
- 1:06everyone's a virgin. It's all [ __ ]
- 1:08And AI? AI is coming for your jobs, your
- 1:11wives, your kids, your [ __ ] You're
- 1:13fried, you're cooked.
- 1:15You need three things, okay? Money,
- 1:17dirt,
- 1:18attention, or at minimum the understan-
- 1:21You need to understand attention and and
- 1:23and attention economy and how that [ __ ]
- 1:25works. And three, the third thing is AI
- 1:27literacy. These three things we believe
- 1:30are going to hold value and likely
- 1:31increase in their value over the next 5
- 1:33to 10 years, because let's face it,
- 1:34>> [gasps]
- 1:35>> the future is bleak. While we're
- 1:37long-term optimistic on AI, we think
- 1:38this thing's going to cure cancer and
- 1:40[ __ ]
- 1:41solve world hunger, and dramatically
- 1:43increase the quality of life for the
- 1:44average person in the next 5 to 10
- 1:46years, [ __ ] could get dark. If you're a
- 1:48[ __ ]
- 1:49paralegal in your last semester of law
- 1:51school, and you owe $400,000 in in
- 1:53college debt,
- 1:55and Claude does your job better than
- 1:56you, and ChatGPT does your job better
- 1:58than you are my brother. So again,
- 2:00money, attention, AI, that's what the
- 2:03show is about. That's what the show
- 2:04means to me. That is the whole entire
- 2:06point. It's important to have a point
- 2:07and that's our point and that's who the
- 2:09show is for. So all you need to do to
- 2:11watch and to listen and to be a part of
- 2:12this um because we're curating a
- 2:14community of winners and people who
- 2:16desire to be great and that's exactly
- 2:17it. A willingness to be the most optimal
- 2:19best version of yourself. That's what
- 2:21the show is. That's who it's for. Go
- 2:23follow the Twitter, follow the Twitter
- 2:25whatever, whatever, whatever. Thursday's
- 2:261:00 p.m. That's my intro. Z, what does
- 2:29the show mean to you? Properly introduce
- 2:30yourself. Let them know who you are and
- 2:32why the [ __ ] you're the goat. What's
- 2:33popping? What's popping? What's popping?
- 2:35What's good? I'm handsome. I'm a trader.
- 2:37I'm an engineer. I'm an entrepreneur.
- 2:40Honestly, man, I love markets and I love
- 2:41the internet. Um and I've made nearly
- 2:43all of my money being early to trends
- 2:46and predicting them before they happen.
- 2:48And so that's the main thing I want to
- 2:50do on the show. I want to look at where
- 2:51the internet is going, look at where
- 2:53markets are going,
- 2:55look at what I'm researching and what
- 2:56I'm looking at. Um and yeah, be able to
- 2:58share that information. It's really
- 3:00important to me because you guys
- 3:01probably know me from [ __ ] crypto
- 3:03Twitter. Only reason I was on crypto
- 3:05Twitter and was able to learn how to
- 3:06trade online is because there were a ton
- 3:08of people who were really important um
- 3:11in my learning process like Trader
- 3:13Mayne, all of the YouTube videos he was
- 3:15putting out early, all the information
- 3:17he was putting out on Twitter, Kobe, all
- 3:19the information he was putting out. I
- 3:20don't know if y'all know the
- 3:22pyramid that he had way back in the day
- 3:24with like Bitcoin and ETH at the top,
- 3:26then like altcoins in the middle and
- 3:27then like the Cryptopia crazy altcoins
- 3:30underneath of that. Um but yeah, like
- 3:32there were people online that I
- 3:34gravitated towards and had their own
- 3:36domain knowledge and they were willing
- 3:38to put themselves out there and share
- 3:39that knowledge with people.
- 3:41And that's how I taught myself how to
- 3:42trade and that's how I taught myself how
- 3:43to make money. So it's really, really,
- 3:44really important for me to have this
- 3:46platform and be able to do that for
- 3:47other people and share that. Um Yeah, my
- 3:50Yeah, you're like Go ahead.
- 3:52>> Go go no, go ahead. Go ahead. I was
- 3:53saying my my origin story might not be
- 3:54as as interesting as yours, but bro, I
- 3:56also was constantly constant constantly
- 3:58online, bro. I was a [ __ ] nerd and I
- 4:00was a gamer, too, like World of
- 4:01Warcraft, Age of Mythology, League of
- 4:03Legends, and
- 4:04>> you're the brother brother I think
- 4:05you're the goat. You're obviously you've
- 4:07existed on CT and kind of like at the
- 4:09peak of CT. Um you were you you've been
- 4:11a main character on there for quite some
- 4:13time. And obviously you have a sparking
- 4:15leaning interest in media. You've gone
- 4:16live a few times. You're live on Twitter
- 4:18right now and you have a massive Twitter
- 4:19following. And anybody in tech, finance,
- 4:21crypto especially follows you and keeps
- 4:24up with you regularly. And the truth is
- 4:26if you've listened to Ansem and you've
- 4:27read all of his tweets, you didn't
- 4:28ignore the important parts, and you
- 4:30really did listen to what he has said
- 4:31over the last several years, you've
- 4:33likely made a lot of money. Um and
- 4:35that's just what it is. I I guess that
- 4:37begs the question though. We're here,
- 4:39right? We're here. We're live. We're
- 4:40starting a new news program
- 4:42>> Yes, sir. about markets and you're live.
- 4:45Your co-host is FaZe Banks. Why? Why
- 4:47now? Why this? Why are you in front of a
- 4:49camera?
- 4:50Why? Bro, I'll tell you why. I'll I'll
- 4:52I'll tell you why. So, in 2016, this is
- 4:55when I first learned about crypto. Um I
- 4:57was at Georgia Tech. I was studying
- 4:58computer science and my minor was in
- 5:00business.
- 5:01I had an emerging technologies class for
- 5:03my minor.
- 5:04And my professor was a super smart guy.
- 5:06One of the core focuses of that class
- 5:08was Bitcoin.
- 5:09This is back in 2016. So, Bitcoin was
- 5:10trading at like $200 or some something
- 5:13around there.
- 5:14Yeah, bro. [ __ ] it. Yeah, exactly. And I
- 5:16had a a ton of friends in that class,
- 5:18but none of us bought Bitcoin at the
- 5:20time. I graduated in 2017.
- 5:24And I was working in New York as a
- 5:25software engineer. And I had another
- 5:27mentor. And the mentor was like, "Yo,
- 5:28you're smart. You're a good engineer."
- 5:30>> Bitcoin was $200 in 2016? Yes, bro.
- 5:32>> [laughter]
- 5:33>> Yes.
- 5:34What are we doing? [ __ ]
- 5:36>> moving to I was moving to LA with
- 5:37RiceGum and [ __ ]
- 5:39Sommer Ray and Alissa Violet. And I
- 5:41spent a lot of money on that house. I
- 5:42know you guys remember that house.
- 5:43>> Bro, I'm telling you. I'm telling
- 5:45There's so many opportunities I look
- 5:46back like we should have just put some
- 5:48money in some [ __ ] bro.
- 5:50But yeah, 2017 is when I started buying
- 5:52Bitcoin.
- 5:53And
- 5:54Yeah, I was really important. I had
- 5:56mentors that were basically pushing me
- 5:57in that direction, but I could never get
- 5:59any of my friends really interested in
- 6:00it. Like, I could never get my friends
- 6:02to buy early. My friends didn't start
- 6:03buying until like recent cycles. I got
- 6:05some to Solana,
- 6:07some into hype, thankfully. But it was
- 6:09like there was no real way to
- 6:11communicate what I was doing because I'm
- 6:13spending 24 hours online, but I couldn't
- 6:15really communicate that Cuz you're
- 6:16limited you're limited to
- 6:18and you're constrained to text on a
- 6:20screen. You're tweeting all day, and
- 6:22you'll do a whole big long 20 thread
- 6:24thesis on something, but people will
- 6:25just focus on the ticker and ignore
- 6:27everything else. And as you know, and
- 6:29and I feel like you're very
- 6:30misunderstood. I feel like we have that
- 6:32in common, and I really respect and
- 6:33appreciate like your resilience and just
- 6:35like you standing on business and
- 6:36remaining, you know, ethical and and
- 6:38just a really great guy. It's like
- 6:42Yeah, people you you already know how it
- 6:43is. You give somebody advice or you
- 6:45mention something, they go off and they
- 6:46win with it, they make money with it,
- 6:48they're a genius, it was all them,
- 6:49whatever. And if it goes wrong, you it's
- 6:52all your fault.
- 6:53>> [laughter]
- 6:53>> I mean, it's it's [ __ ] brutal, it's
- 6:55miserable.
- 6:56Right? But yeah, I bro, since I've known
- 6:58you, I've been pilling you on media and
- 7:00getting in front of a camera. I think
- 7:01it's super super important. We've talked
- 7:04a little bit about who this show is for.
- 7:06And
- 7:07yeah, I gave my take kind of on like AI,
- 7:09the future of AI, like we can get into
- 7:11the middle class stuff. Maybe I see you
- 7:13pulling it up right now. This is good.
- 7:16Yeah, so so right now I think AI is in a
- 7:18similar spot that crypto was in in like
- 7:222017.
- 7:24Cuz his his screen is full screen now.
- 7:26Yeah, there you go.
- 7:27Open the tweet bigger, too.
- 7:31But yeah, so so
- 7:33AI was like AI right now
- 7:36I think is in a similar spot that crypto
- 7:38was in 2017. Like, Chat GPT didn't even
- 7:40exist in 2021. They had zero users. And
- 7:43now they have 900 million monthly active
- 7:45users.
- 7:46And it's like even those 900 million
- 7:48monthly active users, those are mostly
- 7:49people in the free plan. Those aren't
- 7:51people who are like using
- 7:53uh using it to its fullest potential,
- 7:55like using the paid plan, using it to
- 7:56code it or all these other things. And I
- 7:58feel like right now we're kind of in a
- 8:00position in human history where like if
- 8:03you are an innovator and if you are
- 8:05active um and if you are like really
- 8:09if you're really diligent with where
- 8:10you're spending your time, you can just
- 8:11leapfrog and be so far ahead of where
- 8:13your peers are going to be. Um and this
- 8:15CL tweet is kindly talking about like
- 8:18rough time line of the elites versus the
- 8:19lower class. So historically
- 8:22um power uh like centralized at the top.
- 8:25And if you go way way way way way back
- 8:27to like 100,000 BC, what he talks about
- 8:29essentially talking about there is like
- 8:31when it was just
- 8:32man kill animal
- 8:34then you eat that for food, the woman
- 8:36has a baby, protect the house. Like it
- 8:37wasn't like people had all this other
- 8:39[ __ ] It wasn't like different levels of
- 8:41wealth. It was like people were just
- 8:43surviving and providing for themselves.
- 8:45Then as
- 8:46technological changes happen uh people
- 8:48got more advanced there are different
- 8:51forms of wealth, different forms of um
- 8:52innovation.
- 8:54Like once we had armies with kings and
- 8:57[ __ ] and people taking over other
- 8:58nations, it was like if you aren't as
- 9:00strong or don't have as much power as we
- 9:02do, we're literally going to kill you
- 9:04and we're going to take your women and
- 9:05we're going to take your land and
- 9:07everything else. And so that was
- 9:08obviously like this the beginning of
- 9:10where there were levels of wealth and
- 9:11levels of uh like um power disparity.
- 9:14He talks about in World War II, like
- 9:17after the Industrial Revolution
- 9:19there were these specialized labor
- 9:20unions which obviously had a ton of
- 9:22power.
- 9:23And that was probably the peak of like
- 9:24middle class and lower class. It was
- 9:26kind of in a lot of ways the birth of
- 9:28it, right? That was like the birth of
- 9:30the middle class, really. For sure.
- 9:31Yeah, yeah, yeah, for sure.
- 9:33Um and so he was saying that that's like
- 9:35the peak of how we were kind of all on
- 9:36the same similar playing field, but now
- 9:38with AI, robotics, advanced social
- 9:39media, all of that [ __ ] is basically
- 9:42making it so
- 9:43wealth is getting concentrated in the
- 9:45hands of a few. And I think it's a very
- 9:48accurate take. I think the optimistic
- 9:50side of it is like the baseline should
- 9:52be a lot higher.
- 9:54But what we should really take from this
- 9:55is like you need to be able to figure
- 9:57out how to get in that higher level.
- 9:59>> You need to align with it. Yes, exactly.
- 10:01What this autist ass graph means to me
- 10:04as a normie. Bro, CL is a [ __ ]
- 10:06genius, but it's autist ass graph. As
- 10:09you can see, elite power level robotics
- 10:12blowing past what king the the type of
- 10:14power that kings and [ __ ] people who
- 10:16ruled entire countries
- 10:17>> Yeah. It's insane. And this is what
- 10:19scares me, and this is what I feel like
- 10:21should definitely scare you guys, too.
- 10:23It's Again, like you said, long-term
- 10:24optimistic, but it's like
- 10:26Man, I don't know. It's it it it it's
- 10:28[ __ ]
- 10:29It looks it looks like we have a good
- 10:31there's a good chance of the middle
- 10:32class being kind of phased out entirely.
- 10:34I think it's already happening. I think
- 10:36it's already happening.
- 10:37>> saying. That's what I'm saying. So, it's
- 10:38like I mean, and again, this We we only
- 10:41know what we know cuz we've only existed
- 10:42and been alive for what? Again, 50 years
- 10:45for me, and then how old you're
- 10:46[laughter] How old are you? 50 minus a
- 10:48little bit, 31.
- 10:50So, we've been we've been on the we've
- 10:51been on the planet for a very short
- 10:53amount of time, and all we know is
- 10:54middle class. All we know is how society
- 10:56and and the structure of, you know,
- 10:58societal structure Um I can't It's hard
- 11:01for me to imagine a world and a reality
- 11:03where where it doesn't exist, but the
- 11:04truth is for the overwhelming majority
- 11:06of human history, it didn't exist. You
- 11:09know what I mean? In that very specific
- 11:11case, Industrial Revolution, World War
- 11:12II lent itself to be able to create one,
- 11:15but now with AI, I mean, bro, you
- 11:17mentioned
- 11:18ChatGPT didn't didn't exist in 2021.
- 11:20Anthropic was founded in 2021. Crazy,
- 11:23bro. It's been 5 years, and they're
- 11:25worth over a trillion dollars.
- 11:28Yeah. Pre-IPO, right? And that's another
- 11:30That's a not thing. It's like it's kind
- 11:32of perfectly a perfect example of what
- 11:34we're talking about because Yeah, nobody
- 11:36got access
- 11:37>> That's the question. How the [ __ ] do you
- 11:39get access? How do we align with this?
- 11:40Cuz it should be easy. Again, Bitcoin
- 11:43bought bought Bitcoin. Anybody could
- 11:44have bought Bitcoin 2016, 2017. But how
- 11:46do you buy AI? How do you align interest
- 11:48when, you know,
- 11:50clearly like the the elites are are
- 11:52taking all the value,
- 11:53you know, Anthropic pre-IPO trillion
- 11:55dollars. How the [ __ ] anybody supposed
- 11:57to align with that or make money?
- 11:57[laughter] You're supposed to wait for
- 11:58it to go public at 1.5 trillion and then
- 12:01invest and hope it [ __ ] 2x's. It's
- 12:03like it's crazy. Like
- 12:05I don't know. It's insane. It's it's
- 12:07[ __ ] crazy. Um
- 12:10Yeah, man. It's [ __ ]
- 12:11The AI [ __ ] hooked.
- 12:13Um
- 12:14On that note though, like yeah, like for
- 12:17that's a question for you is like how do
- 12:19we align with it? How do we make money
- 12:20with AI? Um understanding it is
- 12:22definitely important. You guys should
- 12:24all do as much, you know, as much of
- 12:26that as possible, but um that money
- 12:28piece, how do we make money with it?
- 12:30Yeah, I mean, it's it's tough with the
- 12:32the labs being so private. Like like you
- 12:34said, OpenAI is fully private, Anthropic
- 12:37is fully private. Um but I think the
- 12:39best way to capitalize is like by doing
- 12:42research and looking at all the
- 12:43different companies that are part of the
- 12:44AI supply chain. So just at a high
- 12:46level, you have the labs like Anthropic
- 12:48and OpenAI.
- 12:50Um beneath the labs, you have like these
- 12:51hyperscalers, which are the ones
- 12:53investing in the labs and investing in
- 12:55the chips and the infrastructure to um
- 12:57supply these labs with the models.
- 12:59That's like Google, Microsoft, like
- 13:01Amazon, Google.
- 13:03Um um Google, Microsoft, Amazon, I think
- 13:05Meta is the other one. Yeah. But those
- 13:07are like the the main ones.
- 13:09And then underneath of them, you have
- 13:11the like power, which is really
- 13:13important, and then the manufacturing of
- 13:14the chips, which is really important. Um
- 13:17and so at all these different levels,
- 13:19like there are companies that are
- 13:20important and that you can invest in
- 13:22that are public.
- 13:23And there's a few of them. I mean, I
- 13:25I've been doing a ton of research on
- 13:27this. For me, bro, like 2025, I sold a
- 13:29lot of crypto early 2025 and really took
- 13:32some time off of markets because I
- 13:34realized when I do well and make some
- 13:36money in markets, I always overtrade
- 13:38after if I don't step back and like step
- 13:40away. So, 2025, I did step away from
- 13:42trading.
- 13:43And I missed a [ __ ] ton going on with
- 13:45the AI trading stocks.
- 13:47>> Well, yeah, stocks have dramatically
- 13:48outperformed crypto in the last 2 years.
- 13:49Crypto's like the worst thing you could
- 13:51be in for the last 2 years. Crypto's
- 13:52[ __ ]
- 13:53cooked dead. Like it's it's it's it's
- 13:55been it's been miserable. I mean, and
- 13:58yeah, it's it's crazy. Do you own Do you
- 14:00own How do you feel about Bitcoin? How
- 14:02do you feel about crypto, Anthem? Um
- 14:06Oh, no.
- 14:07>> [laughter]
- 14:10>> Bro, it's tough It's tough for me
- 14:12because like I have loved and do love
- 14:15crypto so much. It's been like such a
- 14:17core part of my my personal life and
- 14:21just my professional life. Well, listen,
- 14:23don't give us the PR answer.
- 14:24>> I'm not I'm not I'm not I'm not. Do you
- 14:26own Do you own Bitcoin right now? I
- 14:27don't own any Bitcoin right now. That is
- 14:30I don't own any Bitcoin
- 14:31>> [laughter]
- 14:32>> right now.
- 14:33That is insane.
- 14:34>> I don't I own zero Bitcoin. I do think
- 14:35it's it's down a lot, and I do think
- 14:37it's like not a great place to be
- 14:38selling if you do have some, but I just
- 14:40think that
- 14:42Yeah, like you said, the AI trade has
- 14:44been a much better trade the past couple
- 14:47of years compared to crypto. And if you
- 14:49look at crypto since like 2021,
- 14:54most of the all-time highs that crypto
- 14:56hit there,
- 14:58um we haven't really eclipsed a lot of
- 15:00the all-time highs that we hit last
- 15:03cycle. And I I I consider this cycle
- 15:05like 2023, 2024. And then last cycle, um
- 15:09the cycle before that, like
- 15:112020, 2021.
- 15:12So, in 2020 and 2021, that was like the
- 15:15emergence of DeFi. That's why Ethereum
- 15:17blew up, did really well.
- 15:19First time you had like billions of
- 15:20dollars of capital on chain. But a lot
- 15:22of the the market caps that we hit then,
- 15:24people were projecting out a ton of
- 15:27growth happening and a ton of new
- 15:28applications with revenue coming on
- 15:30chain, and we really didn't see that as
- 15:32much as we expected to this cycle. And
- 15:34so, when you have something like OpenAI,
- 15:37which has 900 million monthly active
- 15:39users,
- 15:40you have Anthropic, which is doing like
- 15:4230 bill annual run rate right now. Um
- 15:45it's it's really hard to compare
- 15:47>> that actually make money. Making money,
- 15:49and they have a fuckton [ __ ] money.
- 15:50Yeah, I mean, so like investing in them
- 15:52is just like has been a great rate for
- 15:54people.
- 15:55Um I think
- 15:56>> What's What's Anthropic's market cap
- 15:58right now? It's
- 15:59>> it trade? What's it trading for on like
- 16:00>> The last round I think was like 380B,
- 16:03and
- 16:04>> Private though. Like what what are
- 16:04people I know it's on Hyperliquid, yeah?
- 16:06It's on Hyperliquid. It's trading at
- 16:08over a trillion right now and like in
- 16:09like people speculating on what it's
- 16:11going to go public at. Um and they They
- 16:14said they're considering doing a round I
- 16:15think at 900
- 16:16>> Bitcoin's market cap? Like 1.25
- 16:19around there.
- 16:20>> Oh, so close They're close. Yeah. So, I
- 16:22guess There's a poly There's poly
- 16:24There's poly There's a polymarket odd
- 16:26for this, and it's Anthropic to flip
- 16:29Bitcoin by 2027. Can we pull that up?
- 16:33Wait.
- 16:3522%. Is this real? Is this Oh, is this
- 16:38this year or is this 2027? Is this year?
- 16:41>> Yeah.
- 16:41>> December 31st this year?
- 16:43Damn, is it like Does it have to IPO and
- 16:45be live or what's the What's the
- 16:47qualification? Cuz I think
- 16:48>> don't need to IPO by the end of the
- 16:49year.
- 16:50I mean, I think I think they will. I
- 16:52think they will.
- 16:54I think they will. You [ __ ] lamb
- 16:55this, no? At 22% I think you do. At 22%
- 17:00>> For sure. For sure. Can we take this
- 17:02right now?
- 17:03Yeah, we should. We should. Um
- 17:06Yeah, wow, that's crazy. So, yeah, I
- 17:08mean, Anthropic to Anthropic to flip
- 17:10Bitcoin, you heard it here first. Ansem,
- 17:12AI over over [laughter] crypto. Crypto's
- 17:15dead. I just trip. Bro, I just I just I
- 17:17don't like the the current backdrop of
- 17:19of Bitcoin right now. Bitcoin has
- 17:20concerns around quantum. The reason
- 17:22quantum is a concern is because there's
- 17:23a lot of coins that have not moved in a
- 17:26long time and if you break how like the
- 17:29cryptography works on
- 17:31some of these
- 17:32some of these coins and they'll be able
- 17:33to to move those and it's like if those
- 17:35people are dead
- 17:36>> like loopholes and jailbreaking [ __ ]
- 17:38that's existed for [ __ ] 28 years and
- 17:41then I cut it's [ __ ] insane. It's
- 17:43absolutely insane. I mean again, where
- 17:45my brain goes with this, how do you make
- 17:46money in AI? I'll say it here first too
- 17:49like crypto has been [ __ ] miserable
- 17:51to me the last
- 17:53several years. Specifically the last two
- 17:55years. Um, and I don't really own much
- 17:58of it. I'm positioned in Bitcoin. I own
- 17:59Bitcoin. I own some hyper liquid and I
- 18:01own crypto punks. Malcolm calls it the
- 18:03[ __ ] rich guy portfolio and that's
- 18:04just I I like those three things so I
- 18:06own those three things. It's pretty
- 18:07simple. Um, but outside of that I I I
- 18:10don't know. It feels [ __ ] smoked. Um,
- 18:13And
- 18:14as as far as for me again how I look at
- 18:16things and for the people watching,
- 18:18obviously Ansem's brain is always going
- 18:20to go in what can we position ourselves
- 18:22in, what can we invest in ourselves? And
- 18:23again, just in line with investing in
- 18:24yourself, I feel like there are going to
- 18:26be so many opportunities for people to
- 18:28just go become AI literate, become very
- 18:31well acquainted with AI in the tech and
- 18:34apply that to existing markets. Like I'm
- 18:36in media and content obviously, right?
- 18:38And like we see how dramatically
- 18:41affected that it's already become with
- 18:42AI. All the [ __ ] AI generated the
- 18:45little fruits getting gangbanged by
- 18:47other fruits in the weird flop crazy AI
- 18:49[ __ ]
- 18:49>> It's crazy, bro. It's bro, it's insane.
- 18:52It's only going to get crazier. Like
- 18:54like AI like AI's cooking everything but
- 18:57when [ __ ] didn't disrupt it and shifting
- 18:59in such a dramatic fashion, that's
- 19:00always an opportunity to like shift with
- 19:03it and win and win with that, right? So
- 19:04like there's all kinds of kids right now
- 19:06who are propping up like little AI
- 19:07YouTube channels that are making a [ __ ]
- 19:09ton of money and just finding out ways
- 19:11in their market, in their interest to
- 19:13you know go and apply that and whether
- 19:15you're
- 19:16you own a mom-and-pop flower shop like
- 19:18there's a way, right? Like we
- 19:19we don't want to be what our parents
- 19:21were when the internet popped off. You
- 19:23know what I'm saying? So many people
- 19:24miss so many opportunities and like that
- 19:26was the place to be, right? And like
- 19:28this is kind of exactly the same way. So
- 19:30I know I know I've been a little bit
- 19:31pessimistic, it's all cooked kind of
- 19:33vibe, but at the same time too and I
- 19:35know you feel this way
- 19:37we are so incredibly lucky to be alive
- 19:39right now and even having this
- 19:40conversation and being We're living in
- 19:41the greatest time in human history right
- 19:43now by far by like by far. What we have
- 19:45access to the amount of information we
- 19:47have access to is absolutely insane.
- 19:49Nobody it's unparalleled to be honest. I
- 19:51think that's one of the reasons I'm so
- 19:53excited to be doing this is because I
- 19:54want to be learning in real time and
- 19:56researching in real time as what we're
- 19:58looking at and what we're bettering
- 19:59ourselves with. All that is going to be
- 20:00happening on the show. Um and I want to
- 20:02work on that with people.
- 20:04But but yeah, it's definitely true. I
- 20:05know you've been you've done content for
- 20:07a really long time.
- 20:08>> My whole [ __ ] life, bro. forever,
- 20:10bro. What are some things that you
- 20:11you've seen like how content was was
- 20:14back then, how content is now,
- 20:16how AI has impacted things and how you
- 20:18think about like um being influential in
- 20:21today's society how attention So it's
- 20:23it's interesting. So yeah, I have been
- 20:25doing content forever. I started in
- 20:262008. I made my first YouTube video in
- 20:282008 and it was a a video titled how to
- 20:31hack Xbox 360 gamer score. And why I
- 20:34created this video was because YouTube
- 20:36at the time like YouTube was pretty
- 20:37relatively undiscovered. Like people
- 20:39weren't really on YouTube like that.
- 20:41Again, 2008, I was a sophomore in high
- 20:43school and um
- 20:46yeah, YouTube the biggest videos on
- 20:48YouTube at the time were all how-tos. So
- 20:49how to cook an egg, how to change a
- 20:51tire, how to do this, how to do that. So
- 20:53I I saw that, I realized that and I was
- 20:55super into Xbox and like Call of Duty at
- 20:57the time. And um I discovered this like
- 21:00hack forum that articulated like the
- 21:02steps that you needed to take to like
- 21:04jailbreak your Xbox and like unlock
- 21:06gamer score. So I'm like niche, nerdy
- 21:08That's fire. gamer gamer [ __ ] But it
- 21:10didn't exist on YouTube. Like I I I read
- 21:12this and it seemed complicated. I'm
- 21:13like, let me go find a tutorial on
- 21:14YouTube. It didn't exist.
- 21:15>> Yeah. So I'm like, that should exist. I
- 21:16went to RadioShack, about a $15 mic,
- 21:19HyperCam. Remember HyperCam in the
- 21:20bottom right? You remember that [ __ ]
- 21:21Yeah. Yeah. HyperCam, um, and I made a
- 21:24tutorial voice tutorial on it and it
- 21:26worked. And, um, my first YouTube video
- 21:28ever
- 21:29would got like 7-800,000 views. And if
- 21:32you account for new users
- 21:34>> Yes. Yes.
- 21:34>> [laughter]
- 21:35>> What the [ __ ] It was like front page.
- 21:37>> one of the biggest I think it was the
- 21:39biggest video that was uploaded that
- 21:40day. I got all [clears throat] types of
- 21:42messages. I was getting subscribers. And
- 21:43again, this is where the dopamine I
- 21:44didn't even know the mechanics of social
- 21:47media. I didn't know why I loved this or
- 21:48I was becoming addicted to it. We do
- 21:49now. And we see how it affects every
- 21:52human being, which is crazy. But like
- 21:54I'm like, holy [ __ ]
- 21:56And then also, too, I got paid. Like I
- 21:57got an email. I didn't even know you
- 21:58could get paid. I got an email from
- 22:00Google, set up your AdSense,
- 22:02um,
- 22:03and I made like 500 bucks. And I grew up
- 22:04really really broke. $500 to me, like
- 22:06that was more money than I ever thought
- 22:08that I would touch in my life. It really
- 22:09did feel that way, especially as a kid
- 22:10in high school. And, um, in natural like
- 22:13broke-y fashion, I spent every last
- 22:15dollar on like clothes. I found a
- 22:17website that took PayPal and just like
- 22:19and just bought clothes. Big box shows
- 22:20up to my house. My dad's like, "What the
- 22:22[ __ ] are you doing?" I'm like, "Internet
- 22:23shit." He thinks I'm stealing credit
- 22:25cards and doing weird [ __ ]
- 22:26Bro, you know what you should have did?
- 22:28You should have did?
- 22:29You said that was in '08, bro? In [ __ ]
- 22:32'09? Bro, you should have been bought
- 22:34>> [laughter]
- 22:34>> bought Bitcoin.
- 22:36You could have just bought like $50
- 22:37worth. Like, even $10, bro, to be
- 22:39honest. I'd be a [ __ ] trillionaire.
- 22:41>> [laughter]
- 22:41>> $10 worth of Bitcoin, I'd be a [ __ ]
- 22:43trillionaire. It's so [ __ ] up. Man,
- 22:45but this [laughter] is why it's so
- 22:46important that you and I are together
- 22:47because it's like, that's the content
- 22:49opportunity that I see. And then that's
- 22:50the op You know what I mean? And it's
- 22:51just like,
- 22:53man, it's crazy. So yeah, that that's
- 22:55where it that's where it happened for
- 22:56me. I went to school to be an accountant
- 22:57for a semester. I dropped out halfway
- 22:59through my first semester cuz I was just
- 23:00at this point had been doing it for 2
- 23:02years and it's all I could think about
- 23:03and all I wanted to do and that
- 23:05obviously snowballed into me with FaZe
- 23:08and moving into the house in New York
- 23:09and we kind of founded the first ever
- 23:10like content house which is still like a
- 23:12very valid
- 23:14meta and strategy to to create content
- 23:16today. Content has always been fueled by
- 23:19collaboration and when you throw the
- 23:20right people together like you and I for
- 23:22example, 1 + 1 = 11. We said that in a
- 23:25lot of these pitches and a lot of these
- 23:26meetings and I really really do believe
- 23:28that as far as you and I are concerned.
- 23:30But that's really just like that's the
- 23:31game and the FaZe house was the first to
- 23:33do it. We kind of wrote the blueprint on
- 23:35that. We also were like ahead of the
- 23:37vlog meta and that's really where [ __ ]
- 23:38blew up.
- 23:40That's where I kind of fell off, did my
- 23:42own thing for a little while and then
- 23:43moved to LA, did that whole thing with
- 23:45RiceGum, whatever, became one of the
- 23:46biggest vloggers on the planet, ran that
- 23:48for a little bit. My last YouTube video
- 23:51sits at 11 million views and a million
- 23:52likes and and that wasn't super far off
- 23:55from like the average video. Like I was
- 23:56uploading vlogs every week getting 5, 6,
- 23:587 million views a video.
- 24:00Huge vlogger, quit at my peak cuz as
- 24:02I've said and as people who know me
- 24:04really know me,
- 24:06I'm not a big fan of like being in front
- 24:08of a camera and content. This is much
- 24:09different because this is for me. I've
- 24:11never made content for me. This show is
- 24:14for me, by me. You know what I mean?
- 24:15Like these are topics and conversations
- 24:17that I want to learn about. These are
- 24:18the conversations that I have in my own
- 24:20personal life every single day and I'm
- 24:22married to the idea of becoming the
- 24:24optimal version of myself. I want to be
- 24:26I want to be successful by every metric
- 24:28and that's not a dollar amount, that's
- 24:30not you know what I mean? I just want to
- 24:30be the best me that I can be. So
- 24:33content, yeah, I mean during that time
- 24:35brother, I remember doing vlogs and I
- 24:37would I would I would say to myself
- 24:39guys,
- 24:40"Wow, here I am with a G7X and a [ __ ] Q
- 24:43[ __ ] who was my editor at the time and
- 24:44it's a two-person team and we're [ __ ]
- 24:46making like episodical documentary style
- 24:49episodes of my life and there's millions
- 24:51of people watching and they're 20, 30
- 24:52minutes long and wow, in 10 years people
- 24:55are going to be making [ __ ] movies. Kids
- 24:57are going to be with their phones making
- 25:00Avatar style production full-length
- 25:02movies by themselves, and it's going to
- 25:03be so incredible. And here we are, 10
- 25:06years later, and it's [ __ ]
- 25:07mindless swipe retardio
- 25:10[ __ ]
- 25:11It's in It's insane, bro. Production's
- 25:14all-time low. Like, all these streams
- 25:16are super easy, and it's like It's
- 25:19crazy. Like, it's crazy. It's so
- 25:22wild to me. And I I refer to this to
- 25:25this meta a lot, like that world we
- 25:26exist in as like
- 25:28the fast-food meta
- 25:30of like the like fast-food swiping
- 25:32culture for you culture because what
- 25:34kids are doing right now is just
- 25:35mindlessly swiping. We It's fast. It
- 25:38tastes good. We know it's not good for
- 25:40us, but we do it anyways. And it's very
- 25:42cheap, and it's It's un- It's unhealthy.
- 25:44So, like, that's that's the way that I
- 25:46think about content today, and it just
- 25:48it is what it is. Like, that's how
- 25:49markets work, right? Like, people That's
- 25:51what people want, so that's what they're
- 25:52being given. And you talk about this a
- 25:54lot. Um
- 25:56you know, the best engineers in the
- 25:57world work for these companies and
- 25:58create these algorithms, and it's all
- 26:00become for you. Content like
- 26:03>> fast. Literally for you, like you
- 26:04individually so- singular.
- 26:06>> [laughter]
- 26:07>> It's becoming more and more like that.
- 26:08And And I'll get to that in a second.
- 26:10Right now, it's like Yeah, monoculture
- 26:13almost doesn't exist. Like, 10 years
- 26:15ago, something would happen, and it was
- 26:16communal. Like, everyone would talk
- 26:18about it the whole time. Like, everyone
- 26:19had a take, and it was like this big
- 26:20giant group chat. Like, that's what
- 26:22Twitter really was in the beginning was
- 26:23this big global group chat. And now it's
- 26:25all these little bubbles and all these
- 26:26little like niche communities, and it's
- 26:28so fragmented, and it's so separated.
- 26:30It's like antisocial media almost. You
- 26:32know what I mean? Like, it's it's meant
- 26:33to keep you in your little lane. And
- 26:36like, it's just so Black Mirror-esque.
- 26:38It's
- 26:39It's It's so crazy. And I think that it
- 26:42only gets worse. The way that I see I
- 26:44mean, it's showing no tr-
- 26:46no signs of slowing down or trending
- 26:48down. I think in the future, like what
- 26:50you just even said, I think that for you
- 26:53evolves to a point especially with AI
- 26:54generated content where it's quite
- 26:57literally just for you where you're
- 26:58scrolling and in real time a video pops
- 27:01up and just imagine this a video AI
- 27:03generated that's a hyper let's say
- 27:05you're into Asian girls with big tits.
- 27:08>> [laughter]
- 27:08>> In real time a video pops up on your
- 27:10feed of an Asian girl with huge tits.
- 27:13Just telling you. talking to you and
- 27:14addressing you by name. Hey handsome, I
- 27:17know you like the Lakers they're on
- 27:18tonight. This is what we're thinking.
- 27:20thinking but it knows you like to gamble
- 27:22so here click this little button stake
- 27:24boom whatever and it's this like 20
- 27:27minute long high production high quality
- 27:29video that's literally just for you. It
- 27:31has one view on it and it was made just
- 27:32for you and it was generated in real
- 27:34time. It's insane like that that's what
- 27:37it looks like that's what I that's where
- 27:38I feel like we're going and then that
- 27:39begs the question like in that future
- 27:43like
- 27:44we're all just in our own little world.
- 27:46I don't know like do content creators
- 27:48exist? What is like what does that look
- 27:49like? What does creator culture look
- 27:51like? It's like that Andy Warhol quote.
- 27:53I'll bring it up. It's um
- 27:55Here it is.
- 27:57It's
- 27:58Yeah, here we go.
- 28:00Andy Warhol in 1968. This is one of the
- 28:02most profound artist of all time. He
- 28:04said in the future everyone will be
- 28:05world famous for 15 minutes.
- 28:08That's a bar.
- 28:08>> And when everyone when everyone's famous
- 28:10nobody's famous. You know what I'm
- 28:11saying and we've seen that trend in
- 28:14culture
- 28:15since
- 28:17you know 100 years ago like Michael
- 28:18Jackson for example the Michael Jackson
- 28:19movie that just came out. Michael
- 28:20Jackson nobody will ever be as famous as
- 28:22Michael Jackson.
- 28:23>> Never bro. Michael Jackson was crazy
- 28:24though. But it's because there's so
- 28:26there's so it's so easy to get access to
- 28:28people now. Like it's it's way way way
- 28:30different.
- 28:31>> And it's also fragmented like it's it's
- 28:33really hard to discover people.
- 28:34Clavicular is like the biggest thing
- 28:36online right now right? It's all I
- 28:37[ __ ] see it's all people are talking
- 28:38about at least in my little corner of
- 28:40the internet.
- 28:41And like he has 100,000 followers on
- 28:44Twitter. You You I mean? It's like
- 28:46how it does that make sense? It doesn't
- 28:47make sense to me as somebody who comes
- 28:49from, you know, 2010 to 2017 where if
- 28:52you popped off on the internet, you had
- 28:54millions of followers overnight across
- 28:55all platforms and that's just how it
- 28:56worked. It's It's It's It's wild, bro.
- 28:59It's wild.
- 29:00>> Yeah, I mean, it's definitely the
- 29:01There's a going to be a very stark
- 29:03segmentation between people who are like
- 29:06just passively consuming content. Uh
- 29:08like you said, it's we have the smart
- 29:10literally the smartest people in the
- 29:11world working on these algorithms um for
- 29:14all these tech companies.
- 29:15What I would say is like you're either
- 29:17going to be a passive consumer or you're
- 29:18going to be like an active and diligent
- 29:21uh consumer of of all the things that
- 29:23you can access online. And so, if you
- 29:25are one of the people who just like
- 29:27spends hours scrolling on your phone and
- 29:29you don't aren't really productive after
- 29:30work or you don't really aren't really
- 29:31researching other things, I would say at
- 29:33least for those people, you should be
- 29:35investing in the companies that are
- 29:37enabling you to do that. So, like meta,
- 29:40huge meta's hugely important. They
- 29:41dominate distribution, Instagram,
- 29:43WhatsApp. Um they make a [ __ ] ton of
- 29:46ads.
- 29:47And the reason they make so much of ads
- 29:49is because they have a just a zeitgeist
- 29:51on capturing uh the this this
- 29:54generation's attention and keeping them
- 29:55scrolling. And they know that if you
- 29:58respond to certain things on your phone
- 29:59or on your app, you're going to get
- 30:01recommended certain products and it's
- 30:03more likely that you'll click these
- 30:04products if they're relevant to what
- 30:05you're looking at or what you're doing.
- 30:07>> also on the on the mention of meta, I
- 30:09personally don't think people are giving
- 30:11enough credit to them in regards of how
- 30:13successfully I think inevitably they'll
- 30:16be in AI just based on what you just
- 30:18said about WhatsApp and Instagram and
- 30:21Facebook. Like distribution-wise,
- 30:23they're in everybody They're already
- 30:24with everyone, right? So,
- 30:26the average person we know doesn't give
- 30:28a [ __ ] about mythos or opus 4.7 or
- 30:31they just want to
- 30:33>> [laughter]
- 30:33>> 5.5. They don't give a [ __ ] They want
- 30:34to make a little birthday card for their
- 30:36grandma or they want to cheat on their
- 30:37homework or they want to [ __ ]
- 30:39search up a recipe for banana bread,
- 30:41right? And in that in that world, which
- 30:44is exactly where we're at, if if Meta
- 30:47even creates if Meta can create a model
- 30:49that's even comparable to like ChatGPT
- 30:52or Claude, then everybody's going to go
- 30:54there because everybody's already there.
- 30:56The same with Apple, right? It's like if
- 30:58if Apple tomorrow drops Siri AI and it
- 31:01was pinned to your messages,
- 31:03your iMessage, and it was as simple as
- 31:05that. You're talking to your girlfriend,
- 31:06you switch over to Siri, you ask her to
- 31:08do something on your phone, and she has
- 31:09access to your phone, and and and you
- 31:11just have ChatGPT integrated into your
- 31:13phone that way. That's what I'm probably
- 31:15using. You know what I mean? Like it's
- 31:16it's so convenient. Like and um
- 31:20yeah, it's it's it's uh
- 31:22there's opportunities all over the
- 31:23place, man. Really, truly. But yeah,
- 31:24content is smoked right now. I mean,
- 31:28it's just one of those things, man.
- 31:30That's why we really do believe that
- 31:31like those three things are the only
- 31:32things that make sense to to to focus
- 31:34time on. Money, attention, these are
- 31:36like the strongest currencies on Earth,
- 31:38and then AI is going to disrupt
- 31:39everything, so you just need to
- 31:40understand it. The internet is all so
- 31:43like it's I don't know. Another big way
- 31:46like content I just want to articulate
- 31:47this better like fake internet and like
- 31:49just dead internet theory
- 31:51like it's it's real. It's not a just a
- 31:53theory anymore. It's a real like we see
- 31:55it real.
- 31:55>> very very real thing, for sure.
- 31:57>> All the botting, all the fake
- 31:59narratives, all the
- 32:00the way it works right now like this
- 32:02clipping meta, it's it's completely
- 32:05fried. Like it's crazy. And and with AI,
- 32:07it's only going to get worse, bro. In
- 32:08the future, there's going to be
- 32:09conversations
- 32:10>> like this with the same overlay that
- 32:12conversations that me and you are having
- 32:14I'm not ready for that, bro. where we're
- 32:15shilling scam tickers and it and it
- 32:17looks like [ __ ]
- 32:19it looks just like this. It's it it's
- 32:21discernible from reality, and in that
- 32:23world like what where the [ __ ] we at?
- 32:25Cuz the truth is the consumer doesn't
- 32:27give a [ __ ] about the truth. We see that
- 32:28in the data. It's it's clear like that
- 32:30there's there's no real demand for the
- 32:32truth. Like the average person is going
- 32:34to see a [ __ ]
- 32:35see something on the internet and just
- 32:36take it for, you know, see a crazy
- 32:38headline and go, "Oh, that happened."
- 32:40You know, and it's like, again, for the
- 32:41people watching, like
- 32:43it's really important, if you see
- 32:44something that triggers any sort of
- 32:46emotion in you or is relevant to you or
- 32:48your career or something you care about,
- 32:50do the [ __ ] work. Do the research. Go
- 32:52deep, dive deep. You might be just
- 32:54getting [ __ ] only debated. It's like,
- 32:56and again, that pairs really poorly with
- 32:58the for you sh, right? And like, the
- 33:00classic example is
- 33:02you know, hyper liberal feminist on
- 33:04Twitter, she sees all day about how
- 33:07horrible and evil Donald Trump is. It
- 33:08doesn't matter how you feel about it or
- 33:09not, but she sees this all day long.
- 33:12It's all she sees, because that's what
- 33:13she wants to see. And then she goes out
- 33:15in the real world and some guys wearing
- 33:16a MAGA hat, and she looks at him with
- 33:18disgust. How could you? You're [ __ ]
- 33:20horrible. You're terrible. And he sees a
- 33:22completely other thing. He sees all the
- 33:24reasons why she's [ __ ] horrible. And
- 33:25that's terrible. You know what I'm
- 33:26saying? It's like, it's it's [ __ ]
- 33:29And it all gets
- 33:30Brother, the parasocial like
- 33:31relationships that develop from people
- 33:33interacting way, way, way too much
- 33:35online and their algorithms feeding them
- 33:37the same
- 33:38uh sentiment and same like beliefs that
- 33:40they have is really, really, really
- 33:42damaging, honestly. I don't even think
- 33:43there's a good way to to talk about it
- 33:45at length of how I think we're going to
- 33:47look back like really like a couple
- 33:49decades in the future and look at how
- 33:50it's impacted people mentally.
- 33:51>> Brother, it's been the story of my [ __ ]
- 33:53It's been the story of my life. And this
- 33:54is a very light, funny example. It's a
- 33:56fun example of this. But this This goes
- 33:58live on Twitter. Damn, bro. You were
- 33:59Kendall Jenner? And the tweet goes The
- 34:01tweet goes viral. It It looks like I am,
- 34:03right?
- 34:04>> [laughter]
- 34:04>> The tweet The tweet gets 4 million
- 34:05views. There's 4 million people who saw
- 34:07this that could think that potentially
- 34:08this real. And you guys give me way too
- 34:09much credit. I got phone calls, texts
- 34:11from people I've known my whole life,
- 34:12like, "Bro, what the [ __ ] Like, this is
- 34:13lit." I'm like, "Are you [ __ ] kidding
- 34:15me?"
- 34:16Um
- 34:17and like, Tana Mongeau quote tweets it,
- 34:19"Somebody please tell me this is AI." I
- 34:20just thought this was a perfect example,
- 34:21cuz she literally mentions AI in the
- 34:23tweet. This is a girl who knows me
- 34:24personally. She could call me, she could
- 34:26text me, and she saw this on Twitter,
- 34:28and it elicited this emotion to
- 34:30perpetuate the narrative and [ __ ] ask
- 34:32this question. You know what I mean? And
- 34:33it's crazy. And another cool example,
- 34:35too, is um not a cool example, but I
- 34:38just feel like this is a really good
- 34:39example of this.
- 34:41This is a post that went super dumb
- 34:44viral. Look at this.
- 34:4640 million views. And the caption is
- 34:48Tobey Maguire, 50, is currently dating
- 34:50Mishka Silva, Silva, 20. 40 million
- 34:53people saw this.
- 34:55And it's This is especially interesting
- 34:56to me cuz I personally know both the
- 34:58people in this photo. Mhm. They both
- 35:00live in LA, and I know them much better
- 35:02than the average person. I'm not going
- 35:03to say I know [ __ ] Tobey He's my best
- 35:05friend, but like Tobey was good friends
- 35:06with my ex-girlfriend's dad. I know him
- 35:08well enough. And like I see him from
- 35:10time to time. And Mishka is a friend. I
- 35:12know her. She's out in LA. Um great
- 35:15girl.
- 35:16It's funny because people ran with this
- 35:18narrative in this post as if it was fact
- 35:20and
- 35:21the conversation wasn't about whether
- 35:23this was true or not. That was never
- 35:24part of the conversation. It just became
- 35:26two sides. One, like the typical
- 35:29feminist take like he's way too old.
- 35:31This is whack. This is weird. And then
- 35:32the the other side where it's like young
- 35:34men are like, "Bro, he's so lit. Like
- 35:36Spider-Man's [laughter] lit for this.
- 35:37She's so hot. Like goals."
- 35:39>> That's why they faked it, bro, cuz it
- 35:40was going to be polarizing like that.
- 35:42That's why they faked it. But exactly.
- 35:44And this is a light example. This didn't
- 35:45negatively affect either of their lives.
- 35:46Honestly, it likely really helped Mishka
- 35:48in her in whatever the [ __ ] she's doing
- 35:49cuz it's lit. And Tobey doesn't give a
- 35:51[ __ ] bro. He doesn't have social media.
- 35:52He's [ __ ] Spider-Man. He could give a
- 35:54[ __ ] less, right? So, it's like
- 35:57But but my the whole entire point I'm
- 35:58making is is like what happens when this
- 36:01is like a really damning What happens
- 36:03when people like people are incentivized
- 36:06to create fake information and they get
- 36:07literally paid to create fake
- 36:09information. And they will every single
- 36:11time if it caters to the engagement, you
- 36:13know? If it's more engaging, they just
- 36:15will. And that's the That's where we're
- 36:17stuck in and it's like I don't know. I
- 36:18ask myself a lot cuz I
- 36:20I'm a [ __ ]
- 36:21You know, I'm I'm constantly uh
- 36:23I'm not going to say a victim to it, but
- 36:25like it it's constantly happening to me.
- 36:27And it's like how do we combat it? Or
- 36:29even a better question, how do we align
- 36:30with it? How do we make money investing
- 36:32in that or something to remedy that or
- 36:34fix that? I don't know. I don't know
- 36:36what the answers to those are.
- 36:38Um But yeah, fake bro, the internet's
- 36:40[ __ ] right. Bro, I've experienced it a
- 36:42ton. I mean, 2024 was basically like a
- 36:44Black Mirror episode for me, dude. I
- 36:46mean, that was when I was
- 36:48[clears throat] super bullish I was
- 36:49super bullish on Soul.
- 36:51Uh that's when Soul went from like $20
- 36:53in 2023 to like $200 in 2024.
- 36:56Uh WIF went from literally like zero
- 36:58market cap to five five billion market
- 37:00cap in 2024. And so there was a a moment
- 37:02in time when like anything that I was
- 37:05talking about relating to crypto or
- 37:07relating to things on chain or relating
- 37:09to coins
- 37:10people would make a coin about it and
- 37:12then be like, oh, it's going to go to
- 37:13[ __ ] a billion dollar market cap because
- 37:15Z is talking about it and I'm talking
- 37:16about it. And so
- 37:18>> got so bad that they [ __ ] made you were
- 37:20getting like doxxed and spammed about
- 37:21your cat's name and your cat's
- 37:23[laughter] name went
- 37:24>> crazy. What did it run to? I I posted so
- 37:27I posted a I posted a picture of my cat,
- 37:29right? When was this? What year? No,
- 37:312024 and then probably April 2024.
- 37:34Posted a picture of my cat and nobody
- 37:36knew my cat's name. So nobody could make
- 37:38coin about it and nobody knew which one
- 37:40was the actual name. So it was like all
- 37:42these coins popping up, but nobody knew
- 37:44the actual name of the cat. So I'm like,
- 37:45all right, quad. So I tweeted it. I went
- 37:47to sleep, took a nap, I woke back up.
- 37:49I wake up and my mom is texting me like,
- 37:52yo, why are people messaging me on
- 37:54Facebook asking for the cat's name? Like
- 37:57what's going on? What's going on? What's
- 37:59happening?
- 38:00Hops.
- 38:02>> [laughter]
- 38:02>> Um he's like a orange cat, Hops. It's a
- 38:04good cat, I love you.
- 38:06So when I like told people that that the
- 38:08coin like a ton of people made a coins
- 38:11it went to like a hundred mil market cap
- 38:13the next day. What the [ __ ] Um it was
- 38:15it was honestly an insane situation. I
- 38:16actually met somebody at a conference.
- 38:19This dude came up to me and he like
- 38:21showed me his I think his his phantom or
- 38:24whatever it was. I think it was a one of
- 38:26one of the trading terminals. He was
- 38:27like, "Bro, I'm down 100k on your cat."
- 38:29Like literally when your cat
- 38:30>> [laughter]
- 38:30>> So annoying. Down 100k on your cat.
- 38:33>> bought 100k. But he literally top ticked
- 38:35it like top ticked the very top tick.
- 38:38The [laughter] very top tick. Brutal.
- 38:40It's uh I said it was [ __ ] crazy.
- 38:41Luckily
- 38:42>> a [ __ ] Did you say you're a [ __ ]
- 38:43[ __ ] I did I didn't have the heart to
- 38:46tell
- 38:46>> should have. I said, "Bro, why did you
- 38:48put that much on my cat?" But luckily he
- 38:50had made some money on some other [ __ ]
- 38:51So it wasn't it wasn't that bad. But
- 38:53yeah
- 38:53>> There is somebody on planet Earth who is
- 38:55rich because your cat's name is Hops and
- 38:58they bought it or 100%. Oh, they Oh,
- 38:59they messaged me. No, they DM'd me.
- 39:00Like, "Bro, thank you." And that's
- 39:02[laughter] what By the way, that's what
- 39:02we love about crypto, right? Like this
- 39:04is what we what we have in common and
- 39:05where we share. It's like there's
- 39:06nothing better than that. Like I've I've
- 39:08been approached many times in public
- 39:09like, "Bro, like thank you for this."
- 39:11Like it's I'm You've helped me pay off
- 39:13student Yeah, yeah, for sure. It's my
- 39:15favorite thing about about CC, for sure.
- 39:18It's the best thing by far. There's
- 39:20nothing nothing compares to it. I was um
- 39:22during the LA fires I I stayed with a
- 39:24girlfriend at the beach like away from
- 39:26all the in LA and she wanted to take me
- 39:29to her favorite coffee shop. And we're
- 39:30walking and she's hyping this coffee
- 39:31shop up the entire time.
- 39:33And we walk in and the second we walk
- 39:35in, she's a regular. She goes there all
- 39:36the time. The two guys who own the
- 39:38coffee shop, it's two brothers,
- 39:39freak the [ __ ] out. They go, "Banks,
- 39:41what the fuck?" They jump across the
- 39:43[ __ ] counter, whatever. They start
- 39:44pulling their phones out. They're like,
- 39:45"Dude, you helped me make money on this,
- 39:47that, whatever. We've been following you
- 39:48since this, whatever." Boom. It's fine.
- 39:50Came up in NFTs, made a couple right
- 39:52right moves, and they're like, "Bro,
- 39:55you're literally the reason why we were
- 39:56able to buy this coffee shop." And I'm
- 39:58like, "You're [ __ ] kidding me." And
- 39:59they're like, "No, for real, bro."
- 40:00They're They're like, [laughter] "We
- 40:01have a third They're like, "We have a
- 40:02third brother. You got to wait. He's
- 40:03coming down." Like whatever. We took
- 40:05pictures. And that was like the That was
- 40:06the best example for me cuz obviously
- 40:08it's flexing to a girl. Like this girl's
- 40:09like, "Bro, who the [ __ ] are you?" She
- 40:11has no idea who I am before this. She's
- 40:12like, "What?"
- 40:13And it's like, "Wow." Like Yeah,
- 40:15obviously that's the most fulfilling
- 40:16part of of crypto from myself as well.
- 40:19Um
- 40:21Yeah, I don't know. I mean on that note
- 40:22though, like, you know, do you own any
- 40:25crypto? Did we talk like you said no
- 40:27I own some hype Hyperliquid. I think
- 40:29Hyperliquid is like one of the most
- 40:31important applications not just in
- 40:32crypto but also globally right now. Um,
- 40:35it's a decentralized perpetual futures
- 40:37exchange, perpetual futures perps for
- 40:39trading any assets 24/7. Um, they've
- 40:42done well.
- 40:43>> I own a ton of hype too. It's it's it's
- 40:45great. The goat the goat the goat.
- 40:49Yeah. The epitome of of working hard and
- 40:51and seeing the fruits of your labor play
- 40:53out for sure. Um, but yeah, they've
- 40:55they've done a great job. So they they
- 40:56first started with just crypto assets
- 40:58Bitcoin ETH SOL hype and some other like
- 41:01smaller altcoins.
- 41:02But now they have what's called HIP 3.
- 41:05Um, it's essentially an extension of the
- 41:08Hyperliquid platform and they've done a
- 41:10great job of enabling other assets that
- 41:13aren't just crypto assets. So like
- 41:15stocks. They have the S&P 500 on there.
- 41:17They have Amazon on there. They have
- 41:19Intel on there.
- 41:20>> They need them to put Take-Two on there
- 41:22and they need to put Deep Seek on there.
- 41:24For sure GTA 6 coming up. Yes. Yes, sir.
- 41:27But yeah, so like there a lot of their
- 41:29volume right now I think like
- 41:31out of the top 10 a lot of it is from
- 41:33like stocks and other assets. But it's
- 41:36just a much better way for I think
- 41:38retail to speculate on assets other than
- 41:41options. I think perps are way way way
- 41:42better product than options and in the
- 41:44future we'll see that play out and
- 41:46that's it.
- 41:46>> of the day Hyperliquid makes money and
- 41:48it's solving a real problem. It's a
- 41:50really good product, right? So it's like
- 41:51it really all boils down to that. So
- 41:53that's it hype. You own no Solana. No
- 41:56Solana. So Anthem owns absolutely no
- 41:58Solana. The king of Solana ladies and
- 42:00gentlemen, you don't understand by the
- 42:01way. Anthem you were buying Solana at
- 42:03what? A dollar two dollars?
- 42:05>> $1.50. $1.50. Must be nice.
- 42:08Congratulations.
- 42:09And when did you sell it? Like when did
- 42:11you sell your last position? Uh I mean
- 42:14this last time I sold right after the
- 42:16Trump [ __ ] It was like around 260. So
- 42:18the top. Nice. Great. Must be nice to to
- 42:21be the goat. Um that's insane, bro. He's
- 42:25literally Listen, Ansem is literally the
- 42:26king of Solana. Um you can tell your
- 42:28Solana story in a second, but that blows
- 42:30my mind. Um Yeah, it is pretty crazy.
- 42:34Wow.
- 42:35So that makes it What what's the market
- 42:37cap of Hype? What's the market cap of
- 42:38Solana? Check real quick. Um I think
- 42:41Hype circu- let's let's look it up. I
- 42:42think Hype circulating is around like
- 42:4410, but the FDV
- 42:47is probably around like 40, 39, I think.
- 42:5140 B's? And what's Solana?
- 42:54I think like 50 B, I want to say. Oh, so
- 42:59they're close. They're really close.
- 43:02Yeah, they're relatively close.
- 43:03>> We putting up the Polymarket odds? Hype
- 43:05to flip Solana?
- 43:08Yeah, do we have that? Is that a lot?
- 43:10There's no way it's 12.5%. That's
- 43:12[laughter] 12%. No, no, no, no, no, no.
- 43:15That's not real. That can't be real. Do
- 43:16we have the
- 43:18the
- 43:18>> I'll put every dollar I've ever made in
- 43:19my life in it. That's not financial
- 43:21advice, by the way.
- 43:23Damn. [snorts]
- 43:24That 12% is insane, bro. I mean
- 43:28If it's 40 and 50, shouldn't it be
- 43:29closer to 50/50 or 40% 45%?
- 43:32>> Yeah, I mean I guess maybe maybe if it's
- 43:34circulating, like maybe if they're doing
- 43:35the circulating uh circulating market
- 43:37cap, then it's
- 43:39probably closer to around there, but
- 43:40even then I don't know.
- 43:40>> Antropic to flip Bitcoin was 20
- 43:43Antropic to flip Bitcoin was 22%. This
- 43:45is 12.5%. I feel like this is even more
- 43:48likely than that.
- 43:48>> For sure. No, it's yeah, way more
- 43:50likely. So we're slamming Antropic.
- 43:52We're obviously slamming Hype here. Hype
- 43:54over SOL. Yeah, definitely. So you heard
- 43:57it here first from Ansem, the king of
- 43:58Solana, um the godfather of Solana. Hype
- 44:01to flip Solana by December 31st at 12%.
- 44:04Especially bro, I'm I'm slamming this.
- 44:06I'm going to be real. I'm slamming this
- 44:07at 40 50%. I mean bro, I I don't I don't
- 44:10understand why it's so low. I don't
- 44:11understand why it's so low. I got to
- 44:12check the phone.
- 44:13dots on this [ __ ]
- 44:15It's insane man. Polymarket is such a
- 44:16[ __ ] great It's such a great product.
- 44:19It really is. And like my again, my
- 44:21content media brain when it comes to
- 44:23this [ __ ]
- 44:24like their Twitter performs so well.
- 44:25Like it just gives us like they're
- 44:27obviously a partner in the show and I
- 44:28just want to say thank you Polymarket
- 44:29for investing in Anthem and I and
- 44:31investing in this show. It's [ __ ]
- 44:33beautiful. Um Shane has been a friend
- 44:35for a long time and he's
- 44:36the [ __ ] goat. And that this product
- 44:39that platform their entire team they're
- 44:40they're they're they kill it. But what I
- 44:41love so much about it is it creates
- 44:44amazing content. Like it really does.
- 44:46Like the content is great. You know the
- 44:48first song of the Super Bowl [ __ ] that
- 44:50like and just like this like hype to
- 44:52flip Solana or you know, Cardi to drop
- 44:54an album before GTA 6 or like what the
- 44:56[ __ ]
- 44:57when Drake is going to drop his album.
- 44:59Like it's just super cool that there's
- 45:01markets for this. And if you look at
- 45:03their Twitter too like it's it's really
- 45:05it's good. Speaking of Twitters
- 45:07I do want to promote our Twitter real
- 45:08quick. I don't know how many people are
- 45:09watching cuz I told my team if you tell
- 45:10me how many people are watching I'll
- 45:11[ __ ] kill you. I've no idea.
- 45:13But um
- 45:14That's funny.
- 45:16We have uh
- 45:18Might be on mine.
- 45:19We rebranded a uh probably nothing to
- 45:22Market Bubble so that the channels in
- 45:24the in the com are are all Market Bubble
- 45:26branded now. Um a lot of you guys are
- 45:28already probably following this to be
- 45:29honest. Um and yeah, this is the
- 45:32Twitter. Go follow this. This is where
- 45:34we're going to you know be This is the
- 45:35biggest most important piece to follow.
- 45:38Um
- 45:39Dremo also you [ __ ] up the bio.
- 45:41It's supposed to be hosted about
- 45:43Actually, I don't know if you are. I
- 45:44have to look at it on uh
- 45:45>> [laughter]
- 45:46>> Dremo, let me get a [ __ ] Dremo in the
- 45:47chat real quick one time. We love a a
- 45:49good [ __ ] Dremo. But follow the socials
- 45:51um all that. It's really important. Um
- 45:55Yeah, is there anything else you want to
- 45:56talk about?
- 45:57I want to talk about some of the stocks,
- 45:58bro. Like some of the stocks
- 46:00>> it. Let's Let's really get deep on it.
- 46:01I'm down. I'm down. Cuz that's what
- 46:02everybody [ __ ] wants from you.
- 46:04Everybody wants the ticker. Everybody
- 46:05wants to know. And um
- 46:07Yeah. I'm going to pull up my phone.
- 46:09Pull up TradingView and take take take
- 46:11the wheel, baby. Take the wheel, my
- 46:12beautiful tall unicorn prince.
- 46:15Bro, you glaze me hard as [ __ ] bro. I
- 46:17appreciate you.
- 46:18>> Have to always, man. I'm an I'm an
- 46:19evangelist.
- 46:20>> [laughter]
- 46:21>> I'm the epitome of that word. The
- 46:22definition.
- 46:24If I love you, I love you.
- 46:27All right, let me pull this [ __ ] up.
- 46:31Let's just share and some screen. Yeah,
- 46:32hold on. I'm about to.
- 46:40Uh let's see.
- 46:43Oh, we got the gold badge, too. Nice.
- 46:45Hey.
- 46:46Working. Sick. Um yeah, so I like I I
- 46:50said a little bit about how I was
- 46:51bearish on Bitcoin. I don't own any
- 46:53Bitcoin right now. Um I I do think that
- 46:56there's a lot of different trades that
- 46:58you can take. I do love HyperLiquid.
- 47:00I'm bullish crypto in a in a in a few
- 47:04areas. I do think that perps are going
- 47:05to do really well. I think stablecoins
- 47:07are going to do really well. I honestly
- 47:08think that a lot of the smaller startups
- 47:10um also have an an opportunity to do
- 47:12really well. What crypto does a better
- 47:15job at than any other industry is
- 47:17enabling speculation
- 47:18um and finding new a great ways for like
- 47:20retail to speculate on new things. Hold
- 47:22on a second. Hold on. Hold on. I
- 47:24I'm really sorry. What we doing? I I
- 47:27broke my own rule. I broke my own rule.
- 47:29And I just looked at the viewer count.
- 47:30Is this real?
- 47:33Twitch Twit 41,000 people are watching
- 47:35this. There's absolutely no no shot.
- 47:38There's no shot.
- 47:40There's no [laughter] shot this is a
- 47:41real number. There's absolutely no shot.
- 47:43I'm seeing like hearts in the chat, bro.
- 47:44I'll freak freak out. Like I'll destroy
- 47:46this set right now. There's no
- 47:48way. Are you guys serious?
- 47:51There is no way. There's no way. The
- 47:54chat, bro, there's no way. I was
- 47:57I was terrified to do this. There's no
- 47:59way, bro. I I I clicked it.
- 48:01In my mind, if it's over a thousand, I'm
- 48:03happy. Honestly, I don't care about the
- 48:04viewer count. I really don't, but this
- 48:06is insane, bro. This is insane to me.
- 48:07>> Honestly. Thank you guys so much. This
- 48:10is
- 48:11crazy. What the [ __ ]
- 48:13You guys are sick.
- 48:15This is insane, dude. This is insane.
- 48:17Holy
- 48:19Are you guys serious? Is this a dream?
- 48:21I'm sorry. I know I'm being
- 48:23super annoying right now.
- 48:24>> [laughter]
- 48:24>> What the [ __ ]
- 48:26You guys didn't tell me? I told them not
- 48:28to tell me. That's
- 48:29This is crazy.
- 48:31Holy [ __ ] I'm so sorry for interrupting
- 48:33you. I No, you're good. You're good.
- 48:35>> I clicked on Twitch and this is
- 48:37ridiculous. Like that's so ridiculous.
- 48:39Holy
- 48:40Guys, I promise you're in the right
- 48:41place, by the way. Like this is as a
- 48:43young man watching this, which I'm
- 48:44assuming you guys are, this show is very
- 48:47important. It's going to prove to be
- 48:48very important. Obviously, you know, the
- 48:50boys and and what most of the people are
- 48:51doing on Twitch
- 48:53is um IRL live stream content and and
- 48:56there's an infinite amount of that.
- 48:58There aren't a lot of shows. There
- 48:59aren't a lot of platforms today in
- 49:00streaming and clipping culture that like
- 49:02are trying to offer, you know, genuine
- 49:04good content and um substance, you know,
- 49:07and like to a again, the point for this
- 49:10is is we want to be successful men and
- 49:13we want to be healthy and we want to we
- 49:14want to have intelligent conversations.
- 49:16We want to build a community of people
- 49:17who desire to do the same. Um we're
- 49:19going to be building a lot of [ __ ] in
- 49:20real time, live. We have We're we're
- 49:23really ambitious about like this AI
- 49:24co-host. I don't know if we want to talk
- 49:26about that, whatever, on this show right
- 49:28now, but
- 49:29like that and just like we want to we
- 49:31want to do interviews with founders and
- 49:32and community members and if you have a
- 49:34cool idea or a project you're working
- 49:36on, if you're looking for funding or you
- 49:37just want to get an idea off, you want
- 49:39to have a conversation, there'll be
- 49:40processes to to do that and we'll be
- 49:42lifting people up from this community.
- 49:44Um I I know we're going to hire to I'm
- 49:46looking to hire
- 49:48really smart, sharp internet kids
- 49:50always, especially now. There's going to
- 49:51be a lot of work to do and a lot of [ __ ]
- 49:53moving forward and yeah, I I don't know.
- 49:55I can't believe this is how many people
- 49:56that's watching this. I genuinely am
- 49:59mind-blown and thank you.
- 49:59>> [ __ ] about Twitch, bro. Is that a lot?
- 50:01Is that 40k a lot of viewers?
- 50:02>> Brothers, what? 42,000 viewers?
- 50:05This isn't botted either. Like everyone
- 50:07on Twitch bots, there's no bots
- 50:09happening here. Like this is just like
- 50:11me raw on Twitch. I'm not a [ __ ]
- 50:12streamer, bro. I have no followers. I
- 50:14I've never streamed before in my life.
- 50:15I've streamed a couple times with
- 50:17Ainars. This is [ __ ] crazy. This is
- 50:18numbers. Especially like I knew the FaZe
- 50:21[ __ ] people would be interested in, of
- 50:22course, but bro, we're an hour into our
- 50:24show and there's this many people
- 50:26watching. That's unbelievable. Like
- 50:28that's unbelievable and I'm I'm The chat
- 50:29is
- 50:30Bro, the chat's lit.
- 50:31>> It's crazy. I I I can't believe this. I
- 50:33really genuinely cannot believe this.
- 50:34Like I I
- 50:37I'll never be able to express how
- 50:38thankful I am to it. Genuinely. Holy
- 50:40[ __ ] That's crazy.
- 50:43That just completely threw me off the
- 50:44topics and like the flow of the show and
- 50:46again, I am so sorry. Like I really am,
- 50:49but No, you're good.
- 50:50>> holy [ __ ] You're good. And I do while
- 50:52we're on this like emotional tip, I do
- 50:54want to say thank you to to Zee as well
- 50:56because, you know, you're a very
- 50:58respected serious guy in tech and
- 50:59finance and I know I'm I've been like a
- 51:01controversial figure and there's a lot
- 51:03of baggage that comes with FaZe Banks,
- 51:04but you've always been a great person
- 51:06and a great friend to me and um we
- 51:08started working on the show before
- 51:10everything happened with FaZe Banks and
- 51:12and before all the drama really exploded
- 51:14and when it did, you didn't skip a beat,
- 51:16not 1 second. There wasn't a there
- 51:18wasn't any doubt in your head. You were
- 51:19actually more bullish. You're like Man,
- 51:21that's
- 51:21>> [laughter]
- 51:22>> Let's do it. Now we really got to Now we
- 51:23really got to rip this [ __ ] It's cuz I
- 51:25know you, bro. Cuz I know you.
- 51:26>> I won't I love you, bro. And and I
- 51:28really appreciate it and you guys are
- 51:29very lucky to to to be with Antum as
- 51:31well. Um he's a very very sharp guy and
- 51:33he's a really good person. And wow, holy
- 51:38>> [laughter]
- 51:38>> This is amazing.
- 51:40Wow. Man. All right, dip back into it.
- 51:42Let's talk Let's talk about Let's talk
- 51:43>> I got you. I got you. Okay, let's talk
- 51:44about the merch. Merch. Yeah, sorry.
- 51:46Sorry. I I you. Now, you're good.
- 51:48Where the [ __ ] was that? Where was that
- 51:50at? So, let me see if I can
- 51:54Holy [ __ ]
- 51:56This is [laughter] so stupid.
- 51:58This is so stupid.
- 52:01Yo, so
- 52:03So, what I was saying on on crypto, I am
- 52:05bullish on certain areas of crypto. I
- 52:06think Hyperliquid is a great hold. I
- 52:08don't own any Bitcoin right now. I'm
- 52:10super bearish on ETH, but
- 52:13I think that like
- 52:14>> you.
- 52:14[ __ ] [laughter] you.
- 52:16Eat eat the food.
- 52:19Uh but yeah, there's a lot of
- 52:20opportunities in in public markets. And
- 52:22what I want to say to a lot of people
- 52:24who have been trading crypto or trade
- 52:25stocks or whatever, it's like you should
- 52:26never pigeonhole yourself into looking
- 52:28at one thing or to looking at one
- 52:30sector. And I did that.
- 52:32Um and I've done it a lot. Like I I've
- 52:33missed a lot in macro land that kind of
- 52:37hurt me in 2022. Like 2022, I had a very
- 52:41terrible understanding of how rates
- 52:42worked and how other geopolitical forces
- 52:45would affect markets and would affect
- 52:46crypto.
- 52:47Crypto is the riskiest asset class by
- 52:50far compared to to other ones like
- 52:52commodities, stocks, and all these other
- 52:53things. And I didn't know like how rates
- 52:56were going to affect affect [ __ ] back
- 52:57then. It affected us a lot. Um but
- 52:59that's just to say I think you should
- 53:00have an open mind on what you're trading
- 53:02and what you're looking at. It's all the
- 53:03same thing, especially if you trade
- 53:04mostly using technical analysis. Um it's
- 53:06it's just as easy to trade these stocks
- 53:08as it is to trade crypto. They move a
- 53:10lot slower, um but it's honestly like
- 53:12for your to your benefit. Um
- 53:15So, yeah, what I was saying. So, AI, the
- 53:17current supply chain in AI, there's
- 53:19power,
- 53:21there's chips, which is like the GPU
- 53:22CPUs. So, there's designing the chips,
- 53:24manufacturing the chips.
- 53:26And then there is like the tech giants,
- 53:29as I said, like Google, Microsoft,
- 53:31Amazon, who are investing in these data
- 53:33centers and supplying these compute to
- 53:35these models. And then the the the
- 53:37models in the labs, Anthropic, OpenAI.
- 53:40So, even though you can't invest in
- 53:42Anthropic. Anthropic, as you said is
- 53:44going to come out probably around a
- 53:45trillion dollars IPO. You can invest in
- 53:48a lot of the companies that facilitate
- 53:50all of this demand that's currently
- 53:51happening. Right now, the estimated
- 53:54CapEx I think out of those four five
- 53:56tech companies is around 700 billion
- 53:58dollars um for this year alone.
- 54:01And obviously there's companies that are
- 54:03going to benefit from that. So,
- 54:05I want to pull up
- 54:06this stock is EATON Eaton Corporation.
- 54:10Um it's a stock that benefits from all
- 54:12this data center build-out. Um they
- 54:14provide a lot of the electrical
- 54:16equipment um to all these data centers
- 54:18and they're backlogged a [ __ ] ton cuz so
- 54:21many people are are invested in and
- 54:23using them right now. Um I've been doing
- 54:26a lot of research on ChatGPT and on
- 54:28Claude. I can kind of share I'm probably
- 54:31going to share like in later shows the
- 54:32process that I have for looking stuff up
- 54:34and researching things. Um
- 54:36but really all the information that you
- 54:38want to get is out there right now for
- 54:40you to get. And it's really just about
- 54:41how you prompt these models and how you
- 54:43ask them questions. Um so yeah, this is
- 54:45Eaton. Um this is like the weekly chart.
- 54:47It's at its all-time high. Consolidated
- 54:50a lot for like
- 54:52a couple of years in 2024 to 2026 and
- 54:54now it's breaking out. Um
- 54:56I think it's a great buy. I think it's
- 54:58going to continue to benefit a ton over
- 54:59the next two years. I don't think the
- 55:01CapEx is going to slow down. And this is
- 55:03a company that is not dependent on the
- 55:05consumer side like a lot of the models
- 55:07and a lot of these labs is like if they
- 55:09don't get great returns from consumers
- 55:12subscribing to their products like me
- 55:14and you buying the paid version of chat
- 55:16or the paid version of Claude, then that
- 55:18can hurt their prospects. But something
- 55:20like Eaton, which is like lower on the
- 55:22the totem pole as far as like where they
- 55:24benefit, um they're like de-risked a ton
- 55:27because of how um how little how little
- 55:30power that we have in the US to supply
- 55:32these models and how little compute that
- 55:34we have. So, I like Eaton a lot. Um I
- 55:37was going to ask you cuz the market
- 55:38value of eating is what? It's like 150
- 55:41B, I think. 160 B. Cool. So, not 8
- 55:43trillion dollars. Nice.
- 55:45>> [laughter]
- 55:45>> I was going to ask you cuz it's it's
- 55:46it's [ __ ] It's [ __ ] because it's
- 55:48like, what do we invest in? And it's
- 55:50like, Intel, Apple,
- 55:52Meta. And these are the biggest
- 55:53companies already on planet Earth. So,
- 55:55I'm glad you I'm glad you touched on
- 55:56that. Yeah.
- 55:57>> Um
- 55:58Yeah, man. Wow. One What a hell of a
- 56:00show. Is there anything
- 56:02before I get into this FaZe cuz I I want
- 56:04to I want to talk a little bit about
- 56:05that. No, yeah, you're good. Go ahead.
- 56:07Go ahead, shoot. Tell me tell me about
- 56:08FaZe. I I don't know [ __ ] about the
- 56:09stream culture. I don't know [ __ ] about
- 56:11what's going on. Put me on. What's
- 56:12what's happening? Just like you got me
- 56:13on the finance section, got you on this
- 56:15[ __ ] Um
- 56:17Yeah, so
- 56:19>> [snorts]
- 56:19>> I I just saw two on Twitter. This is
- 56:20This is crazy. So, the boys just
- 56:23launched a uh a group
- 56:25and they have
- 56:2634,000 followers and they launched it
- 56:28with this the cool They're rebranding
- 56:30themselves as the core boys and they
- 56:32just moved into a new house. This is
- 56:34happening live in real time. This is
- 56:36breaking news, everybody. Um and it
- 56:38stands for create own run everything,
- 56:40which is cute and it's in line with like
- 56:42the [ __ ]
- 56:43the the FaZe, whatever. It's ironic
- 56:45though because this picture
- 56:47and like
- 56:48you guys got to keep it a bean. This
- 56:49picture is a recreated FaZe picture.
- 56:52Maybe somebody responded with it. No. Um
- 56:55this is This is the picture that we had
- 56:57as like our YouTube avi for a while and
- 56:59I constructed this picture on set. Like
- 57:01I told them all like crowd in and make
- 57:03this picture and we took a picture
- 57:05whatever and like I directed this
- 57:06picture to be like how we brand on
- 57:08socials cuz I didn't think a FaZe logo
- 57:10made sense. I wanted to brand it with
- 57:11these guys. It's just funny because
- 57:14this was my direction, my vision.
- 57:15And it it's like And honestly, listen.
- 57:17I'm
- 57:17>> your guys like the last last guys that
- 57:19Yeah, yeah. Besides besides besides
- 57:21Marlon. Um but he was kind of like
- 57:24affiliated. There's a couple missing,
- 57:25too. Max isn't in here um and and Rage.
- 57:28It doesn't seem like they're they're a
- 57:29part of this, but these guys look happy,
- 57:31man. To be honest with you. Like, Alex
- 57:33is the [ __ ] massive. Looks like he's
- 57:34been working his [ __ ] balls off. He
- 57:36looks exhausted.
- 57:37>> stressed a little. Jason looks super
- 57:39happy.
- 57:41Lacy looks trim. Silky looks like Silky.
- 57:43Marlon's handsome. And Ron's honestly a
- 57:45generational talent. And you know, it
- 57:48was a [ __ ] good run. And again, I'm
- 57:50seeing this in real time.
- 57:52And I wish them nothing but the best,
- 57:54genuinely. What a good [ __ ] day all
- 57:56around. And um yeah, I mean, that that
- 57:59leads me into what is next for FaZe and
- 58:04yeah, I mean, a group, man, a group.
- 58:06Like I like again, I said it early on. I
- 58:09I and I've really really hardcore pushed
- 58:11this and pressed this. I think now more
- 58:12than ever, now that they have a group,
- 58:14there's like
- 58:15this is the point, right? And and I'm
- 58:16glad they did this. Listen, I'll say
- 58:18this.
- 58:19Initial thoughts on on the branding of
- 58:20Core, I think I think they should have
- 58:22just went The Boys. Like I think they
- 58:23should have just branded themselves The
- 58:25Boys. Um me, Adapt, Jeemzz, Apex, and
- 58:29Rain um way back in the day, branded
- 58:32ourselves as The Squad. It was like a
- 58:33little sub FaZe thing, and people really
- 58:36liked that. Everybody calls these guys
- 58:37The Boys. I think it's probably going to
- 58:39be an uphill battle, and I don't think
- 58:41you know, just like Twitter and X, like
- 58:44people still call it Twitter. I think
- 58:45they'll always still be called the X
- 58:47FaZe Boys or FaZe Boys to some degree.
- 58:49Um The Boys I think would have been a
- 58:51little bit cleaner, but um maybe there
- 58:53were some reason that they couldn't do
- 58:54that.
- 58:55But um
- 58:56yeah, besides that, it's like I think
- 58:58that they should have also did it in
- 58:59December when all the [ __ ] was going
- 59:01down. I think that they shouldn't have
- 59:02waited till now to do this. But it's
- 59:04good. I mean, there's a point now,
- 59:06right? Like, that's the whole thing. I
- 59:08think why we've seen like a downward
- 59:10trend, and I'm not talking about
- 59:11numbers. I don't watch any streams, and
- 59:12I don't keep up with metrics, but just
- 59:14the general like vibe of [ __ ] I think
- 59:16since all the [ __ ] went down with FaZe,
- 59:17has turned to downward. And I think why
- 59:19is because it's really important to have
- 59:21a point. Like, we have a point of the
- 59:22show. There's a point.
- 59:24You know what I mean? Like, yeah.
- 59:25There's this this sole has a show. We're
- 59:27not just mindlessly aimlessly doing
- 59:29[ __ ]
- 59:30Um and we're we're definitely not doing
- 59:31this for ad revenue. You know what I'm
- 59:32saying? So, it's like to just stream
- 59:34every day to just generate ad revenue
- 59:35and to just be a streamer is like you
- 59:37can only go so high, right? You need to
- 59:39set goals and you need to have a point.
- 59:41And when you introduce a group dynamic
- 59:42to it, it's very good for content. So, I
- 59:44do like that the fact that they're doing
- 59:46this group thing. I think it's really
- 59:47really good. And I think they should
- 59:50have did it a while ago. Um I'm
- 59:52interested to see where it goes and I I
- 59:53genuinely do wish them the best.
- 59:55Honestly. Um that being said, my vision
- 59:57for FaZe in the future of FaZe is the
- 59:59same thing that it's always been. It's
- 1:00:01It's no secret. It's no surprise. Um I
- 1:00:03currently do not have the power or
- 1:00:06say-so to make this happen, but I have
- 1:00:07been preaching it and I have been
- 1:00:08pitching it. I think that FaZe should be
- 1:00:10a group of creators who are performing
- 1:00:14the internet in real-time. I'm super
- 1:00:15passionate about GTA.
- 1:00:17You were just talking about investments.
- 1:00:18I genuinely think Take-Two is an an
- 1:00:20amazing incredible investment. I'll pull
- 1:00:23it up right now.
- 1:00:25Take-Two
- 1:00:26Take-Two market cap.
- 1:00:27>> Yeah, Take-Two. Take-Two is a good
- 1:00:28stock.
- 1:00:29>> you like it as well. I know you like it
- 1:00:30as well.
- 1:00:31>> I like the chart. I like the spot it's
- 1:00:32at.
- 1:00:32>> 40 B's, brother? Are you [ __ ] kidding
- 1:00:34me? Anthropic's a trillion-dollar
- 1:00:36company. 40 B's?
- 1:00:38And this is, by the way, this this this
- 1:00:40point on the chart is right before they
- 1:00:42dropped GTA V. So, look at where it's at
- 1:00:44since GTA V. Bro, GTA VI is going to
- 1:00:46create generational wealth.
- 1:00:48Bring up that tweet that you sent me.
- 1:00:50The the in Telegram.
- 1:00:51>> Let me see. The GTA one. Bring that up
- 1:00:53for sure. But, um
- 1:00:56Oh,
- 1:00:58Where is it? The core boys. Yeah, I um
- 1:01:00I mean, GTA's at the end of at the end
- 1:01:02of the year and I'm really really
- 1:01:03passionate. I've been on record many
- 1:01:05many times talking about how I think GTA
- 1:01:07is going to give us all types of
- 1:01:09generational wealth opportunities. I
- 1:01:11would love to leverage FaZe's brand in
- 1:01:13that ecosystem in that market, drop a
- 1:01:15group of kids who are like Vanoss style
- 1:01:18in the game. I think that it's okay and
- 1:01:20safe for me to say that out loud cuz I
- 1:01:21don't think anybody could do it to the
- 1:01:23effect that I and FaZe could do it. Um
- 1:01:26Wait, you have on the screen right now
- 1:01:27the the Polymarket There's Polymarket
- 1:01:30odds for uh FaZe member before GTA 6.
- 1:01:34Okay, now it's at 95%. Listen, I
- 1:01:36wouldn't take yes at 95%. I'll be
- 1:01:38honest. Cuz I can get hit by a bus
- 1:01:40tomorrow or just people could tell me to
- 1:01:42[ __ ] myself and absolutely not. You know
- 1:01:43what I mean?
- 1:01:44>> We know when that [ __ ] going to drop?
- 1:01:46I'm probably slamming no to be honest to
- 1:01:47this.
- 1:01:49To be real.
- 1:01:50Um Whole I want it to happen just to So
- 1:01:53everybody's clear, like I would like
- 1:01:54there to be a new FaZe roster or FaZe
- 1:01:56member before GTA 6. And obviously this
- 1:01:59bars, you know, all the esports stuff.
- 1:02:02So don't think you're like a [ __ ]
- 1:02:03genius. Oh, there's a [ __ ] You know,
- 1:02:05a new a new guy in Counter-Strike. No,
- 1:02:07obviously content creator um roster.
- 1:02:10Um Yeah, I mean we're hoping for yes,
- 1:02:13but at 95% I'm slamming no.
- 1:02:15And I know I'm biased and I know I I
- 1:02:17have way too much information on the
- 1:02:18subject, but this is really for you
- 1:02:19guys. This is just playful and fun. Um
- 1:02:21and a cool thing for you guys to engage
- 1:02:23with as far as Polymarket goes um
- 1:02:25relevant to this.
- 1:02:27But um
- 1:02:28Yeah. Um so yeah, that's that's my plans
- 1:02:31and what I hope to do with FaZe. And um
- 1:02:34I again, while everyone's telling me I'm
- 1:02:36[ __ ] and telling me that I can't do
- 1:02:38it and telling me that it won't work and
- 1:02:39that FaZe is dead and that it's over and
- 1:02:41to hang it up,
- 1:02:42I wouldn't bet against me, bro. I really
- 1:02:44wouldn't cuz I've done it too many
- 1:02:46times. And just to give myself flowers,
- 1:02:48I'm really good at identifying talent
- 1:02:50early. I'm really good at putting the
- 1:02:51pieces together. And as far as the
- 1:02:53vision [ __ ] the content [ __ ] I've been
- 1:02:55doing it my whole life. It's all I know.
- 1:02:58It's all I love. And
- 1:03:01I just want to be on the record again,
- 1:03:02first person to let you guys know I am
- 1:03:04going to do it again. And we are going
- 1:03:05to be successful. And that's that.
- 1:03:08That's the [ __ ] show, baby. Do you
- 1:03:10have anything else you want to talk
- 1:03:11about, Anson?
- 1:03:13Um
- 1:03:16Yeah, I can talk I can talk a little
- 1:03:17about so on my side I know you spoke a
- 1:03:20lot about phase. On my side I'm I'm
- 1:03:22co-founder of Bullpen and a lot of the
- 1:03:24stuff that we work on is essentially
- 1:03:27creating an area where you can speculate
- 1:03:29on on anything and make money on the
- 1:03:32internet. So if you want to trade
- 1:03:33prediction markets, if you want to trade
- 1:03:35perps, if you want to trade coins on
- 1:03:37Solana,
- 1:03:38you can do all of that on Bullpen. It's
- 1:03:40very easy to sign up. You don't need to
- 1:03:41worry about storing your private seed
- 1:03:43phrase or storing your private key. We
- 1:03:45handle all the wallet coordination for
- 1:03:47you.
- 1:03:48You guys are integrated fully with
- 1:03:49Polymarket as well, right?
- 1:03:51>> fully with Polymarket, yeah. We've been
- 1:03:52talking to the Polymarket team I think
- 1:03:54since last summer actually. I think
- 1:03:57they're actually one of the few apps in
- 1:03:58crypto that still has usage metrics
- 1:04:01trending up into the right. I think
- 1:04:02they're really a zero to one step change
- 1:04:04in how people
- 1:04:05speculate on markets globally. I think
- 1:04:07they're going going to continue to do
- 1:04:08well. And we've built a lot of really
- 1:04:10cool analytics, a lot of really cool
- 1:04:13information around who the best traders
- 1:04:15are on Polymarket, highlighting what
- 1:04:17trends are going on, what the biggest
- 1:04:19traders are looking at. And yeah, we've
- 1:04:21done a lot of work on it. It's it's in a
- 1:04:23great spot right now. That's why I'm
- 1:04:26committing a lot of my time to. So it's
- 1:04:27it's been fun, bro. Transitioning from
- 1:04:29like trading to building has been pretty
- 1:04:30cool. Incredible. And again, one last
- 1:04:33time [snorts] I'm grateful for you. I'm
- 1:04:34grateful for everybody on production,
- 1:04:36all the teams, Michael Cat big shout
- 1:04:38out. Tav, I love you.
- 1:04:41Everybody who is watching, the
- 1:04:43ex-FaZe boys, the future FaZe boys,
- 1:04:45everybody that's ever given a single
- 1:04:46[ __ ] about me or anything that I've ever
- 1:04:48done
- 1:04:49or FaZe has done or any of us has ever
- 1:04:51done.
- 1:04:53You guys changed my life. I'm very very
- 1:04:54excited. I'm really happy how this went
- 1:04:56and I'm I'm just excited to be doing
- 1:04:58something again. I'm excited to be
- 1:04:59building something.
- 1:05:01One thing that I've definitely learned
- 1:05:02about myself over the last 6 months is
- 1:05:04I'm just not the guy who's ever going to
- 1:05:06have their feet kicked up on the beach
- 1:05:08and retired. It's not who I am. It's not
- 1:05:10in my DNA. I'm going to work until the
- 1:05:12day that I die. I'm going to want to
- 1:05:13find the next thing, the next guy. I'm
- 1:05:16going to want to exist in the future a
- 1:05:18couple steps ahead of the rest for the
- 1:05:20rest of my entire life and you can count
- 1:05:22on that. The only difference now is I'm
- 1:05:25sober and I'm the best version I've ever
- 1:05:26been of myself ever. Shout out being
- 1:05:28sober. And you know like a nice reset
- 1:05:31and a rock there's nothing like a good
- 1:05:33rock bottom to really like there's
- 1:05:35something freeing about it. You know
- 1:05:36what I mean? You're kind of free in a
- 1:05:37lot of in a lot of regards.
- 1:05:39Um
- 1:05:40But yeah, with that being said, that
- 1:05:42will conclude episode one of Market
- 1:05:44Bubble. We will be here every single
- 1:05:45Thursday 1:00 p.m. PST.
- 1:05:49Invest in yourself. Always invest in
- 1:05:51yourself. That's what I'm doing right
- 1:05:52now. That's what I want you guys to do.
- 1:05:54Let's curate an amazing community around
- 1:05:57the sentiment. Um I love you guys so
- 1:05:59much. We will see you next week and that
- 1:06:01is a
- 1:06:02wrap.
About this transcript
This page contains the full transcript of The Truth About Crypto in 2026 | Market Bubble #1 by Market Bubble, generated from the public captions YouTube serves with the video. The transcript has 14,595 words across 2,143 segments, with the original timestamps preserved so you can click any line to jump to that moment in the embedded player.
What you can do with it
Use the transcript to take notes, quote the speaker, build a study guide, generate a summary with ChatGPT or Claude via the YouTube Summary tool, or export it as a timed subtitle file with YouTube to SRT. You can also re-open it in the transcriber to translate the transcript into 100+ languages.
Free YouTube transcript tool
YouTube2Text is a free YouTube transcript generator — no signup, no daily limit. Paste any YouTube link and get the full transcript instantly, with timestamps, click-to-jump, translation to 100+ languages, AI prompts for ChatGPT, Claude, and Gemini, and exports to TXT, SRT, VTT, or Markdown.