REKT Live From Miami: Crypto's Next Catalyst (January 23, 2025)

Watch on YouTube ↗  |  January 24, 2026 at 05:37  |  57:03  |  Real Vision
Speakers
Farokh — President of DASTAN
Mando — Professional Trader / Macro Analyst

Summary

Live from the Real Vision Crypto Gathering in Miami, Mando and Farokh discuss a mixed crypto week, underperformance versus precious metals, ETF and OG selling, and the strongest crypto narratives. Farokh makes a long-term bull case for Ethereum and Hyperliquid, while Mando outlines current trades in Monero, gold, Google, Rekt, metals, and BNB, and a cautious view on Solana. They also debate prediction markets, stablecoins, memecoins, NFTs, and macro catalysts such as Japan money printing and geopolitical risk.

  • Crypto had another volatile week with BTC and ETH drawdowns while precious metals hit highs.
  • Farokh is very bullish ETH and likes HYPE; he also names BTC as a top pick despite quantum concerns.
  • Mando is watching ETH, bought XMR, likes HYPE, BNB, Rekt, gold, metals, and Google, and is wary on SOL.
  • Prediction markets and crypto payments are highlighted as bright spots.
  • Stablecoins, NFTs, and tokenization are discussed as longer-term crypto themes.
  • Japan debt and money printing are framed as a potential major Bitcoin catalyst; Iran risk is a near-term overhang.
  • Memecoins and ICOs remain speculative with weak long-term value, though Rekt is favored.
Ideas
Mando Rekt co-founder and Mando Minutes newsletter author 5:38
Watch ETH for breakout above 3,400
Mando was long ETH at 3,300 targeting 4,000, got stopped near 3,200, but still thinks it can come back; he says ETH is the first coin he buys when the market turns and has held up versus SOL, but now wants stability and a break above 3,400 before re-entering.
ETH MED
Farokh President of DASTAN 7:24
Long ETH on strongest crypto narrative
Farokh says he is the most bullish he has been on ETH in years: ETH can solve quantum computing and become the layer for privacy, security, and RWA tokenization; BlackRock and other institutions are getting behind it; Vitalik is returning to core principles; L1 fees are low while transactions hit all-time highs; he sees the strongest ETH narrative since NFTs in 2021.
ETH HIGH
Mando Rekt co-founder and Mando Minutes newsletter author 23:45
Long Ethereum NFT collections revival
Mando says the brightest spots in crypto are ETH and ETH OG NFT collections/NFT brands that are diligently building; he sees the NFT community as more fun and durable than memecoins and expects stuff could come back.
Ethereum NFT collections MED
Mando Rekt co-founder and Mando Minutes newsletter author 25:38
Avoid Solana on institutional ETH preference
Mando is more wary on Solana because BlackRock and other institutions appear to be coalescing around Ethereum; if Solana is partly a memecoin and partly a payments/tokenization chain, institutional preference for ETH could hurt it.
SOL MED
Farokh President of DASTAN 31:04
Prediction markets becoming major asset class
Farokh says prediction markets are hitting all-time volume, are fun and easy onboarding tools, and are seeing strong institutional demand, partnerships, and exchange acquisitions; he believes they are becoming a massive asset class and a truth machine.
PREDICTION MARKETS HIGH
Mando Rekt co-founder and Mando Minutes newsletter author 35:35
Crypto payments having best period
Mando says crypto payments is one of the bright spots, with companies in the sector having their best period; he cites Rain raising at $2B and MoonPay and other payment firms seeing strong demand.
Crypto payments MED
Mando Rekt co-founder and Mando Minutes newsletter author 39:41
Buy gold as debasement beneficiary
Mando has publicly been buying gold, likes the debasement trade, and says gold should be the big beneficiary of Japan-style money printing; he also notes retail flows into metals support gold.
GLD HIGH
Mando Rekt co-founder and Mando Minutes newsletter author 40:03
Long metals on retail meme flows
Mando expects crypto/retail traders to keep pushing palladium, copper, platinum, and silver into meme-stock-style moves because AI/EV demand expectations are mixing with inelastic supply and tokenized metals trading; he thinks this can last for months.
COPPER SILVER PPLT PALL MED
Mando Rekt co-founder and Mando Minutes newsletter author 42:20
Bitcoin bull case from Japan printing
Mando argues Japan's debt and bond-yield situation will force money printing, which he calls the biggest global bull case for crypto right now; he expects it could cause Bitcoin to rally like regional banks did in 2023, while short-term he wants to see a reclaim above 94K.
BTC MED
Mando Rekt co-founder and Mando Minutes newsletter author 46:23
Buy Rekt on sales and buybacks
Mando says Rekt is expected to 10x physical sales records at Giant Eagle, leading to a nationwide campaign and more buybacks; it was one of the best-performing coins during a bloody memecoin period and remains in a bullish daily/weekly trend.
REKT HIGH
Mando Rekt co-founder and Mando Minutes newsletter author 48:49
Stablecoin supercycle as RWAs grow
Mando expects a big increase in stablecoins and a stablecoin supercycle as RWAs grow; he says this could help total crypto market cap reach around $6T by year-end if Bitcoin reaches about $150K.
STABLECOINS MED
Mando Rekt co-founder and Mando Minutes newsletter author 51:31
Google to be most valuable company
Mando says Google is one of his number one longs and will soon be the most valuable company in the world; he thinks OpenAI is a complete disaster making wrong decisions, so Google benefits most and also has great products.
GOOG HIGH
Farokh President of DASTAN 55:08
Bitcoin remains top-three coin pick
Farokh names BTC as one of his top three coin picks for 2026, even though he acknowledges Bitcoin has a quantum/narrative problem and OG Bitcoiners have been net sellers.
BTC MED
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This Real Vision video, published January 24, 2026, features Mando, Farokh discussing ETH, Ethereum NFT collections, SOL, PREDICTION MARKETS, Crypto payments, GLD, COPPER, SILVER, PPLT, PALL, BTC, REKT, STABLECOINS, GOOG. 13 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Mando, Farokh  · Tickers: ETH, Ethereum NFT collections, SOL, PREDICTION MARKETS, Crypto payments, GLD, COPPER, SILVER, PPLT, PALL, BTC, REKT, STABLECOINS, GOOG