The SGP-002 cut — which would have halved Solana's inflation — failed on air: Kraken voted no with 12 million SOL, Ledger no with 9 million, taking the count to 59% for vs 30% against, short of the 66% needed. The crew couldn't square Kraken's move beyond the IPO angle — 'they want to keep revenue numbers consistent' — and noted the irony Mert flagged: they'd have made more money voting yes if the token re-rated. D called it 'a little bit of wind out of the sails' of the near-term SOL trade; BTC is up 22% on the month, ETH 30%, SOL 41%.
PumpFun's mobile app crossed 100,000 daily active users for the first time and hit a new local-high revenue print of $3.27M — its best day since around January 2025 — yet PUMP the token sold off 5%. D, who bought a 'fairly large' bag yesterday on the revenue print and regretted the entry timing, still wants to add at $0.43 ('so greedy'): 'This is a dip to buy.' The pump.fun app showed roughly 300,000 transactions on the board during the run. D's cup-and-handle needs a little longer to resolve.
Robinhood Chain had 'no red days' again: PONS +10% into a possible all-time-high revenue day (Ovi's dashboards tracking day-over-day acceleration), AI DOG to $80M, up another 40%, and CASHCAT holding the board as a top dog. The morning's new runners were brutal though — the Netflix & Chill token rugged in real time, down 80% after the 'Netflix social guy' was hacked, and CHILL (the 16X runner) gave it all back, also down 80%. New faces: STATICS at $8M, a micro duck token to $4-5M, AGI frog up 76%. The mid-tier shuffled while AI DOG, PONS, and CASHCAT stayed the leaders.
The biggest Solana runner in a while: PHONE (as-transcribed 'APA phone' / 'salami') went from about $4.5M to $36M in a day and a half — roughly 8X — and one Zinc (as-transcribed) is sitting on a big bag. D was still kicking himself for missing it, producer Sims took the blame, and the debate was the usual Solana-vs-Robinhood mindset split: Robinhood holders buy and hold, Solana trenches rotate so fast that 'no one can get an entry' at $30-40M. Elsewhere: GTA6 and ZOE moving, one runner at $380M grinding higher.
G Money joined for the back half and laid out his macro barbell: super long AI — long NVIDIA into earnings ('the revenue guide is insane,' 'largest company in the world, accelerating revenue growth'), long Micron since March/April, long Nebulous via long-term calls — plus precious metals, with crypto on the other end. On ETH he's 'long spot' in spirit: a massive Art Blocks collection from last cycle means he wants ETH to pump as much as possible. He also came clean on the FWA roast, apologizing to Rhynotic for heat that came from a quote on this show, and shouted the FWA Pulse dashboard as 'one of the coolest things I've seen in crypto in the last couple of years.'
Quotrons is up 100% on the day and 24X in seven days. G walked through the mechanics: a one-way 404 where one liquid token converts into an NFT that can never go back; the liquid side earns no yield, the NFT earns dividends paid in one of 10 tokenized stocks (Tesla, SpaceX, Nvidia) streamed every couple of minutes — 'I made $500 while I was sleeping last night.' Phase two bridges to Ink with xStocks (Kraken's tokenized-equity platform) pools, which G argues is what kills the Ponzi critique: fee generation comes from real-asset trading, not the memecoin itself. His punchline: holders can earn $20-50 a day from decent positions, and the holders list reads like a who's-who that doubles as a built-in BD and distribution team.
G Money's reads on FWA: last drop SAVE debuting at $0.054 just above mid-price, the token tumbling roughly 30% to $16M — 'I'm not really that concerned with what happened yesterday.' His pitch: someone should build an iPhone app like FOMO/pump.fun but strictly for FWA spins — with the caveats that spins are mainnet (no instant reveal), priced in ETH, and expensive at 0.1 ETH (about $250) a spin. Get to $25-50 a spin, add content like FOMO executes, and 'then people will be spinning.' D's trader lens: the opportunity cost of holding FWA while PONS 5Xs and AI DOG 8Xs in a week is high — 'roll the meme profits into more FWA.'
On NFTs this cycle, G argued the sector was never dead — 'what do you think Pokemon trading cards are? They're physical NFTs' — and that last cycle's JPEG status meta was just the first layer. As more of the world moves on-chain, everything (T-shirts, mortgages, houses) becomes a fungible-vs-non-fungible decision, and the second and third layers of utility are what he's watching, with Quotrons as the live experiment. The crew's cycle memory: 'the boys buying 12 Patek Aquanauts' the night MOG hit $1.5B — the kind of top signal they never sell into. G also confirmed he and Hunter launched a show Tuesdays and Thursdays at 10:30 ET.