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AI 🤝 Crypto on Coffee with Captain #1,094
Recorded: Feb. 11, 2026 Duration: 2:05:12Space Recording
Short Summary
In a significant week for the crypto industry, Robinhood launched its public chain testnet, while MoonPay partnered with Deel to facilitate stablecoin payments for 40,000 businesses. Meanwhile, the X-Creator program faced scrutiny as a million-dollar winner was exposed as a serial rug puller, raising concerns about fundraising integrity. Yuga Labs is also restructuring, adding new engineering talent amidst layoffs, reflecting a shift towards product-focused development.
Full Transcription
Last by Bumby to this, yo, set it up.
Surfing on the web and I'm shooting at three.
Been goaded when I got my T, I'm an elegant boy from a different planet.
So I got my drink, I'm riding in a night.
I'm T Ford, Carrera, Lord.
Call me Levi playing on keys, what?
And I'm about to put my gloves on.
If I said it, then I meant that.
Yeah, I like that one, I'm about to get that all, are you with that?
In a white boat, surrounded by blue.
I want one, but I got a cop turned.
I wanna fly high in the sky, arms out wide, trying to soar from a bird time view.
I'm a higher Ricky Bobby, cracking the pavement Whitney Bobby.
I'm a Saki Bomb, Hiroshima Nagasaki
Bruce Wayne been a dog, and I keep it 101, cause I'm feeling kinda spotty
Sippin' on some rock and I'm sippin' on Octane, the only thing around my neck is the blocks
Now I got coin, I see where y'all goin' in, poppin' since web 1, hella hooked on web 2
I was livin' a dream, now I'm on web 3. And it is with the seams, topping the pyramids, feet, I'm telling you.
I'll sell you a percentage on Nebula, shout out to Vince, yo, set it up.
NFT, Twitter, blockchain, team with the ghosts and we balling like the brown jay.
Crypto, crypto, we can make a trade, get the members.
Reviews not falling for the FOMO, listening to Coffee with the seams, topping the pyramid schemes. I see where y'all goin' poppin' since web one Hella hoops on web two I was livin' a dream
Now I'm on web three
And it is with the seams
Toppin' the pyramid schemes, I'm tellin' ya
I'll sell you a percentage on Nebula
Shout out to Vince, yo, set it up
Breaking the mood, the truth's mine
But it got knowledge to move, son
I'm shockin' in shades with my brother in shoes
Yeah, them blues is comin'
Even though it's hard to pick, eeny, mighty, moe
Soda on the mix, no biting lips, it's time to go.
Index number one, no thumbs up, you gotta scroll.
Looking at the ghosts in studio, it's time to go.
Had a helmet on by myself until I met a mask that wouldn't have a face off.
Had to bring my chainsaw, full ticket gas, and I'm driving my brakes off.
I'm 8-1, but a different kind of steak sauce.
GM, GM, welcome to Coffee with Captain.
Appreciate y'all being here.
Appreciate everyone who helped
get the show warmed up this morning we're also live over on abstract as well as youtube i'm
curious how did your abstract xp play out this week i think i was down a little bit from normal
uh maybe a lot actually i'm gonna go back actually as i warm up and look here now yeah
last couple weeks have been down quite a bit,
almost in half. Did nothing differently. I missed a few weeks ago, 20,000 XP for, again,
doing nothing differently. So I went from 20,000, 6,300, 3,500, 3,600. So last couple of weeks,
way down after, I think 20K might have been my biggest week.
I'm not really farming over there.
Rather, just, you know, we stream every day and I'm not really, sorry, unmuted that on abstract.
Katie said not good as well.
Is everyone's abstract XP down?
I know they tweak that from time to time, but wondering if it's just a me and a Katie issue or more widespread.
It is kind of frustrating.
While I appreciate the XP and I think the portal was a great idea.
I mean, you're seeing that with Monad did something similar.
There's was almost a carbon copy and then a mega ETH portal.
Well, I'll be a different.
Oh, they changed it to involve transactions from what Payne heard.
So there's the alpha.
The alpha is get your transactions up.
Easiest way to do that is go fire,
go load us up with some big fat tips over an abstract chat.
I kid, but there is one way if you're looking for simple,
you know, low lift transactions,
not looking to go play around know, low lift transactions, not looking to, uh, go play
around in the DeFi streets, uh, become a tip or, and, uh, get those, get those daily transactions
in. I still would love to see a way to tip back. I'd love for a way for creators to, uh, tip active
chat participants, but, um, at least we have dark mode, At least we have dark mode finally live. So there is
that. Again, YouTube linked up above. We are pushing hard for 500 subs over there to unlock
some new features and appreciate all those who already have supported us. If you've not, take
two seconds, go hit the sub. We don't, I mean, you're just going to get the notification for this as well as, you know, we've got, you know, we'll publish some shorts over there as well as the timeline I put one yesterday from the conversation with Brett up top.
And may have a new series launching on YouTube in the near future, working with one of our sponsors.
So excited to kick that off and share more.
I think probably soon we've got a couple of sponsors
we'll be bringing on to do a little deeper dives
on what they're building.
Anyone else have any audio issues?
Russ has been live for four minutes and been silenced.
no audio three times.
No audio three times.
I'm not sure what's up with that.
Not sure what's up with that.
Although I did not see,
I did not see the video feed this morning.
The X video apparently is live because I see it in my right.
I'm just going to show you because this,
this something's broken with X video this morning because bread usually has
well over 500 views throughout the Modern Market.
They just wrapped up an interview, or wrapping up an interview with Austin over there.
And not only, so apparently the video is live.
It's not shown in my feed.
So discoverability, I can't even find my own X video live stream.
And Bread has been live for an hour and six minutes and only has 54 views now modern market was discoverable
but i mean brett's got a large account and like i said his account when they go live on his video
normally gets well over 500 views throughout that show and he's sitting on 54 an hour in mine like
said it's showing it's live it's showing there's two people in there, but I can't even see it on my own timeline. So riddle me that. Uh, I'm not going to complain
though, because I think X is live and working for everyone except risk Brian. Uh, apologies.
If I guess if you're having issues with X audio, you're not going to hear this, but go,
go over to YouTube or abstract and join us, uh, join us there. I'd love to,
um, you know, hopefully you'll figure that out. If you're, uh, if you can't hear me head up top,
get hit the videos, you know, as always I'm cap, no co-host today stage is always open though.
If you'd like to join the conversation at any point, feel throwing a request to come up or
just add to the combo in the chat, Any questions, comments, all greatly appreciated.
GM to all of you, including Thomas, Jason, Web3Warehead,
Von Fronten, Payne, Otis.
YouTube chat is dominating the chat this morning.
The Purple Pill is back on my end, at least on X.
So hopefully you can see the Spaces chat as well.
And you probably noticed it.
Well,
I guess you wouldn't have noticed if you weren't watching video,
but new intro video,
our guy pain.
I know I'm very biased,
just like I'm biased.
Mega ETH.
I am biased.
And I do think pain is maybe the most underrated producer in all the space.
If you have any,
like this isn't like his core gig by any means,
but if you have any need for professionally edited videos,
hit him up, hit the DM the Coffee with Captain account.
If I don't forget today, I'll pull that up on stage towards the end of the show.
The only reason it's not up there in the full show is because I got to keep it plugged in.
The old phone, the bat phone is on its last leg.
Can't hold a charge for more than a few minutes if it's not plugged in.
And I often forget as we wind down the show.
So we'll get that pulled up.
But you know what?
I can at least join the audience without audio coming through.
I had an interesting conversation. I saw Hizzy dropped a picture of his doggo and ear pods. One of my good friends who is an executive with Kroger, specifically the Kroger pharmacy, had a big talk this week and we were just chatting back and forth. He had the new meta Ray-Bans and was a big fan. Not necessarily for
the point of view video or pictures, but
the audio, being able to hear. And it's not AirPods. And him being in the
health industry,
anti-AirPods. I'll quote him, he said,
we need to get rid of our AirPods ASAP.
I did not know this. I found out a little nugget of information this morning that the
hearing and losing hearing is one of the things that leads to dementia. And I had not made that connection before, was not aware, but I do use AirPods too often. And I probably should go to something like the glasses where it's
inductive and inductive, is that the right word? And not in my ears. That said, I, and this guy
got brought up because I asked him if he thought glasses would be the next main device.
And, um, his take, I, I, cause I said, I thought I still am leaning AirPod-esque, something like the AirPods I think is more, uh, for the masses than is glasses.
I still see everyone wearing glasses in public. He also said too, they're fine outside,
but man, you're, you're inside somewhere and you say something, you say you ask it to capture
something or shoot a picture or video and people get really weird when they see it light up. I
guess it's like they, they, you know, lights up the blue or green light at the top of it to part
of the, how they're getting around privacy laws and stuff, I guess. And some people kind of freak out. So anyways, I digress. What do we know about ZCreator or
ZCertified Creators? I'm not really sure. I did send off a impromptu invite to Ponds if he wants
and able to join us this morning. If not today, we're getting on at some point in the future.
We are going to talk a little bit about their creator capital markets are launching today
as well as at least a flyover we may will probably i guess i'll say this if ponds joins us we'll go
deeper dive if not it will just be a flyover but i would encourage everyone especially if you were
if you ever whether you consider yourself a creator or not, if you ever participated in any InfoFi campaigns,
and that's something that you found value in,
I would encourage you to head over to ZEAT
and become a, at least apply to become a certified creator.
Let me drop, you know what?
I don't shill reflinks enough.
I need to do a better job of this.
I don't know how I can create a reminder,
but go apply today if you've not already.
They do have,
they're going to be launching the capital market soon.
Think of like cards,
but it's going to be a free mint.
Fantasy Top Evolved.
Fantasy Top meets InfoFi Evolved.
And I don't know all the details, but I'm excited for something new.
I'm excited for not necessarily a pivot,
but seeing how these quote-unquote InfoFi companies evolve
and what they do now that they've lost the API access for X.
Kaido actually came out yesterday and is doing something with,
I think it's Polymarket,
Polymarket or Kausha,
but I think it's,
I think it's Polymarket.
And,
I'm sorry,
Zete is launching this creator Capital Markets.
I just dropped the ref link in the chat.
I'll pin it up top.
If you haven't yet applied, you can't hurt, it's free to apply. And I don't know, maybe nothing comes of it.
Maybe, uh, maybe something does come of it, but this is, uh, I'm rooting for it. I, um,
I've not really been active. I'm a, uh advisor per se, but so I'm in an advisor chat,
but don't really do. I'm more of a lurker than every once in a while I'll have a thought I'll
share, but mostly just observing. And I do think there is some, I think one or more of these,
is some, I think
one or more of these,
whether Kaido
or Z or Cookie
or fill in the blank,
I think one or more of them will
come out and still
be a going concern. Kaido,
I was trying to find what they
just announced. I will
track it down. I thought it was from the Kaido
account, but I didn't see it at first.
So Kaido Studio, they
announced a few days ago.
New model for curated tier
data-driven matchmaking where brands work with
creators. I'm guessing
somewhat similar to
what Z is doing,
but more so what I was talking about.
It was Polygon.
Yeah, I probably could use Linktree.
Does anyone know how Linktree is impacted?
Like for a while, I thought your X account would not be nerfed,
but would be negatively impacted if you included a Linktree link in your bio.
If anyone has any insight on that, how the algorithm treats Linktree links,
is it good?
Is it bad?
Is it, you know, nothing burger?
Even if not on the bio, we can probably add a ref link site on coffeewithcaptain.com while you're over at coffeewithcaptain.com.
Drop us up and subscribe to the newsletter. You'll get that once a week with all the weekly updates and the pool of the week over there.
Thomas also added he uses AirPods all day at work.
Would explain why I forgot what my
co-workers explained to me. Early onset dimensions, no joke. Here is the Kaido announcement yesterday
from Polygon. We'll hit on this real quick, then we'll get in touch on some markets. We will, some exciting news in the stablecoin world, including MoonPay, as well as
the US administration, and probably wrap the show with a little bit of culture talk on AI
and its impact. Some, you know, viral article you've probably already seen hit the timeline.
It's a long read, so I'm not going to read that in detail, but we'll share it in case anyone missed
it. It's one of those few, I don't share my tech nerd stuff with
my friends and family often. I think I shared that no less than six messages this morning,
including a couple of group chats and my mom, my brother, very important to understand for those
who aren't as close to the tech as we are. I think it's very important for all to understand for those who aren't as close to the tech as we are.
I think it's very important for all to understand not just what's happening in
our world today,
but how fast it is happening.
And,
and it's only going to be getting faster.
Appreciate all the,
Oh yeah.
I mean,
Otis,
I will hit on that.
Not the greatest of news, but yeah, we got to talk about another, I guess, ding or black eye for crypto. Not great. This is the beaver who won a million dollars in the X-Creator program.
Creator program was exposed yesterday as a serial
rugger by Bubble Maps. So I'll pull that up next
and then we will jump into all things market. Here's the announcement from Kaido though. We're taking the next step
in attention markets built in partnership with Polymarket, the next stage in predicting
internet trends. Prediction markets are becoming a core part of not only crypto, but everyday
life more widely. Measurable action that opens up
a new way for them to be utilized,
letting people predict and capitalize on trends, being built directly into our main site.
And with a new standalone site coming, we're going to be opening up ways to predict attention
through various areas, starting with crypto and expanding out into AI, finance, entertainment,
sports, geopolitics, and other culturally relevant domains.
We'll be rolling it out in stages, iterating over time to make it a core part of Kaido and Polymarket's ecosystem.
More details on when we're going live soon.
They did a screenshot of the Forbes article, Polymarket to offer attention markets in partnership with Kaido AI.
with Kaido AI. I'll put that up top if you want to read the article. Good for Kaido and I guess
good for Polymarket as well. I do think I'm kind of surprised actually that we've seen, I guess I'm
surprised but not surprised at the same time that we've seen so many collaborations and partnerships.
I get it for some, like it makes sense for Kaido to partner with Polymarket.
I'm kind of surprised we've seen, you know,
the Coinbases of the world.
I mean, I'm very curious to see where that heads.
Do they continue the collaborations?
Do we see some of them spin off and do their own thing?
I really don't know, but the TAM is huge.
And if you saw the Super Bowl betting, it's mind-blowing how much market share that,
not only market share that Polymarket and Calci have taken,
but how rapidly that sports betting market is growing.
Pretty, pretty wild.
I just saw this as well. So I missed this yesterday. Rapidly, that sports betting market is growing pretty, pretty wild.
I just saw this as well.
So I missed this yesterday.
Nikita apparently is very relevant for like, I can't, I'm not going to say I told you so.
I'm not going to say I saw this coming, but I did.
I saw this coming.
I think we hit on it.
I wasn't trying to, I wasn't trying to, I didn't want something to be taken out of context.
Also, some of the agencies that leaned really hard into clipping,
once InfoFi got nerfed, we do work with,
and I respect them.
I appreciate the business they send us.
It's not personal towards them.
It's... I thought it was inevitable that that would be the next thing to get nerfed.
And sure enough, again, I just literally seen this in real time.
So I'll read it together with all of you.
But it was so much that it captured the X headlines, at least what's important to me.
X targets clipping spam, pauses creator revenue access. On February 10th, X had a product making a bear highlighted clipping agencies paying creators to post
identical short video clips from podcasts or screens without disclosure, calling it spam
and drowns out genuine content. Elon approved the effort and soon dozens of creators, especially in
crypto circles, reported suspensions from the creator revenue sharing program for alleged violations like coordinated posts.
X emphasizes authentic engagement over artificial hype with appeals available for compliant accounts to resume quickly.
Again, I'm pretty sure on the show we said this was probably the next thing that they would go after.
X aspires to become the
everything app. They're launching creator incentives, million dollar contests, and at the
same time, wanting to clean up the AI slop. As soon as I saw some of these agencies, there was
multiple, it wasn't just one. There was multiple that were touting, oh, we had over 700 applicants
for our creator Clipper program. I was like, well, this is getting nerfed next.
It's just less is more quality over quantity when it comes to content.
And I'm not, not dunking on clippers.
I think clippers are a valuable resource and clippers aren't new,
but coordinated clipping is new. And per this,
it is in violation of X's guidelines, procedures. They don't want coordinated posts. That's a
violation of their terms and conditions. So it's very different if 100 clippers all go post the same clip,
then someone watches a Joe Rogan video and they clip something and post it on X and it goes viral.
It's the difference between capturing some good information and summarizing it or getting a nugget
and putting it in a much more digestible form and sharing it and helps the original content
as well as the person who captured it when it's
coordinated efforts and it's hundreds of the same thing at the timeline.
It's spam and not like,
please don't take this out of context. It's not,
this isn't anything derogatory or taking a shot at agencies or Clippers at all.
It's just...
Those days of InfoFi and trying to...
The clipper farms was just another variation of InfoFi.
Instead of AI slopped text, it was AI slopped clips.
It's just not sustainable.
It's not going to last.
Here's the take.
Joseph Web3 says,
Nikita destroyed the Amplify industry,
X creator payouts.
Reply guy, small businesses.
Now he plans to kick the clipping niche too.
I think he got someone who is deep in CT
who informs him with everything.
A busy guy like him who's deep in the tech
or back in work must not have time for LARPing
and lurking to see what crypto bros do on their
platform. He doesn't want X to be crypto-friendly at all. Well, I understand the LL spam bots on
the timeline are so annoying, and I kind of like the decrease in slop content, but removing the
clipping industry is not good either. Best way for agencies right now is to do it right. Clippers
should disclose if they're being paid. Say if they're not being
paid, if truly not, is there a prediction market for this? I bet my whole house the
undisclosed clipping will be gone in under three months. Nikita's post was there is likely
undisclosed paid post, also known as clipping. When you see this happen, the person or brand
in the story is likely paying a clipping agency to take over the timeline for a day. We're looking
for a correction. After an audit, the above screenshots were organic posts tied to a news event.
Having said that, there's a growing clipping spam on X
and something we're actively working on.
Our aim is to ensure the content you see on the timeline
is an accurate representation of public interest
and relevance.
Again, everyone's free to their own opinion.
Joseph Loeschmi had this to say, I'm confused.
Is it not good for X to see more clippers on the platform?
If X is aiming to be the number one social platform,
that also means they should be open towards all types of content,
including clips as well.
Makes no sense to cut them off or I'm missing something here.
Yeah, you're missing something, Loshmi. I like Loshmi.
Yeah, you're missing something, Loeschmi.
I like Loeschmi.
He's not saying clipping is going away.
He's saying clipping agencies shouldn't be taken over the timeline with paid advertisements.
Oh, by the way, I don't know what these clippers are getting paid from the agencies.
I've never done a clipping deal with any agency.
I'm guessing it's very small.
And the ones who are making money on this are the agencies.
For the most part, they're getting hundreds of clippers, over 700 clippers to do the work for them.
And to infiltrate a timeline.
The agencies are getting paid.
The brands are paying for that.
And I don't think it's having the desired impact that the brands are paying for it,
at least not bang for buck.
Am I biased?
Yeah, sure.
I've seen what these brands pay, InfoFi leaderboards, what they pay clipping agencies.
info five leaderboards what they pay clipping agencies and i feel very confident in that
on this show we even a single sponsored interview we can deliver more return or bang for buck than
something that blasts the timeline and gets maybe it may be a lot of eyeballs and a lot of
impressions a lot of those are bots and not only do I think most of them not convert,
it's people check out, people stop paying attention because it's so obvious when a
paid campaign is being ran. I shouldn't say it's so obvious. If you've kind of written the no or
pay attention at all, it's pretty obvious when you see the same clips or that's not even that.
And that's the thing too,
it's like oftentimes the clips aren't great.
You know,
we now are broadcast studio stream yard.
It now has a clipping feature.
We do utilize that.
It gives me,
I don't know,
automatically a dozen or so clips after every show.
And I may post one because they're just not that great.
It's just not like, oh, this is great content.
Everyone on the timeline wants to see this.
That's coming from one person.
Now imagine it's 769 people all clipping the same thing and post.
It's just, it's slop and people mute, block.
And I think it has negative intended consequences.
Before we even talk about people's,
basically the agencies, they're in the clear.
They're not getting nerfed.
But these clippers are getting their accounts suspended
or their creator revenue sharing paused.
Pons had this to say.
First, they came for Infify.
You did not speak out
because it was taking from something else.
Then they came for clips.
Maybe clips were included in this certified creator launch.
I don't know.
Replied to Yoshi, it's not about the clipping.
It's the financial part of it, just like InfoFi.
Undisclosed ads, paid promos, partners, shills.
X don't like it.
Yeah.
I am a creator on X.
Have they impacted some potential streams of revenue for myself and the show?
Yeah, but I'm for it.
The timeline's cleaner.
It definitely is seemingly better than what it once was.
We were talking MegaEth as an example yesterday
that there's not slop in there for people like,
oh, it's so quiet.
I was like, that's a good thing.
We're not seeing AI slop.
We're not seeing KOL campaigns.
It's funny, Lushme pops up first here too.
I'm concerned on it.
Like there's no concern.
They're not doing paid KOL campaigns, to my knowledge, and there's no InfoFi campaigns.
So the only people talking about it are ones that are actually using the chain and understand it. And throughout it, it just launched. And most of their leading, potentially flagship dApps haven't launched with it yet.
Anyways, back to the topic at hand here.
We're going to jump a little bit into markets.
And then, actually, I said I would share this first.
So, appreciate you sharing, Otis.
Let me pull this up on screen and we will...
I'll talk about it.
I'll put it up top if anyone wants to see the whole report.
I'm not going to read the whole thing in detail.
But the TLDR is Beaver, who won the $1 million contest, the article contest.
We suppose it's a serial of Rugger, who made over $600K for meme coin pump and dumps.
They traced it all the way back. It was launched on side wallets and dumped, made 600k on the side wallets, didn't even post
about it from his account, but did on his main public wallet, made another 25k. And not his
first rodeo. They mentioned several others, to which
Beaver replied, cry me a river. Also, these aren't even the top five greatest hits. It's bold to,
I mean, lean into. I don't know where he lives. Maybe it's not crime, but certainly questionable ethics, morals at best.
And yeah, I don't know.
It's frustrating that, I don't know.
I don't know what to even add to it.
It's just, we'd like to see crypto, we'd like to see CT in a positive light.
And I know it's bigger than just one person or an individual, but it is kind of a sting when you see someone from CT win something and then come to find out maybe not the greatest representation of the people here.
It is what it is.
We move on, but I will.
Yeah, we're going to talk markets.
And then we had breaking news from moon pay yesterday.
The white house stable coin yield talks were called productive.
So more on that here in a bit.
And let me go check DMS real quick and see if we may have a guest or not
so I know what we got to work with on time.
Kicking things off market-wise,
I bet you didn't think we'd kick off on the positive note
that it is an NFT mint.
The netizens that we talked about yesterday on the show
as they were minting
and I encourage everyone that was on the list to go mint because it was at minimum a 2x,
even bigger than a 2x today, up to 0.08, minted at 0.03. Actually, it was two tiers,
0.03 and then the second phase was 0.035 up to 0.08 floor
um apes down one one and a half percent to 6.1 uh pudgies down a percent to 4.33 mutants down
a percent to 0.88 moonbirds down basically flat at 1.28 good vibes up slightly 0.9 now
little pudgies 0.51 codas after their big pump, gave that up. They're down 9% of the day to 0.76.
Matching Izuki at 0.76, down 400 of the day.
Banker Club, what is this one?
Does anyone know?
I'm assuming it's tied to the Banker Bot and the Banker Token.
But 0.41 ETH floor, up 36% of the day.
It's my first time seeing it, first time on my radar.
Quirkies continues to run strong at 0.86.
MFers at 0.3, and Mladies at 1.9. But Banker Club, let's do one click through, looks to be minted March of last year. 24-hour volume is 9.61.
Did they announce something new with Banker Club? I saw someone calling Banker, the Banker Bot, was the stripe of
AI agents.
It's maybe a little bit of hyperbole,
but as far as payments
go, it is very easy to use.
Shout out to Meta8, who's
given multiple
tips in Banker right here on X
and educated us on
the platform. We still need to get
OX Deployer on the show at some point
to do the deeper dive joey gm do you have any idea what's going on with banker club looks like
someone's bot farming the the bottom of the floor here's five six one and five six while you were
talking about it i did a quick so they launched a um, it's banker token launcher. So, uh,
essentially I guess it's like, uh, I guess it's like a pump fund maybe,
but all it says all new tokens launched through banker now earn more fees for
agents.
We removed the third party service fee and redirected it back to the
ecosystem. And then it says like devs earn 14% more per swap,
more revenue flows flows total swap fees
stays at 1.2 so they launched um so i guess that maybe is part of why it pumped because they have
their they they announced a token launcher and more ways to make money? Do we know anything like, I guess,
is there any utility with the NFT?
Do you get
discounted fees or anything?
That's a good question.
Let's see.
I'll keep reading.
Related but unrelated
on discounted fees.
I still am shocked
how so many tokens launch,
in particular,
the NFT, PFP tokens
with no utility
or no reason to hold
other than speculative.
Even,
and I know this is going
to be controversial.
I'm not the biggest fan
of Chamath.
I know CZ is not
the favorite character
on crypto either.
I did listen to the CZ interview
with Chamath.
And even at launch, like BNB, part of the success he attributed that token to in that launch was holders got 50% off fees on a DEX or SEX.
I know that may sound simple, but again, they've added to that.
But initially from day one, there was a reason to hold said token.
I'm guessing there's something with these banker club nfts but
joey's gonna find out for us any luck uh digging that down or digging that up
so i'm actually reading through their uh i was reading through their their documents
uh so directly on the website there's no mention i don't even see a mention of the nft
so directly on the website, there's no mention.
I don't even see a mention of the NFT on the website,
um, unless I scrolled past it too fast.
And then in their documents, I did a, like just a quick scan of like NFT
and I didn't see anything yet.
So I don't know if, I wonder if maybe the, the,
the NFT is just like essentially an access pass.
Um, but I'm going to keep reading.
So give me another minute.
Okay.
While you're doing that,
I will hit on the rest of the market here.
And we've got a few different directions,
a few other stories I want to highlight.
And as I mentioned,
we will touch on that AI article
towards the end of the show.
I did just pin up top.
I see Cab out in the audience.
I just pinned up top the news from Klaino's. I'll probably hit that next. Kids Screen Summit. I'm not
intimately familiar with myself, but Klaino's got announced as a top five finalist at the
Kids Screen Summit licensing challenge, one of more than 70 submissions. Klaino's is one of the
breakout brands. We'll present live on stage at Kids Screen Summit in front of senior decision makers across kids media, licensing consumer products from top
brands such as Spin Master, Wild Brand, Legendary, and Moose Toys. The licensing challenge is a
competition showcase that spotlights emerging brands with the most licensing and consumer
product potential. This is where IP is evaluated on fundamentals, world building, brand clarity,
scalability, and long-term franchise potential. Kids Screen Summit, the trade authority for kids and family media.
Pressure tests what could become the next generation of kids' brands
and where many globally successful franchises were first taken seriously by partners.
The competitions is one of the main highlights of the summit.
Congrats to Cab and the Claynose team.
Also, if you missed it, I did get, I got onboarded into the Claynose community,
albeit a single Popkin,
talking about utility
and what to do with these NFTs.
I was,
I was familiar with what they were doing.
I knew they had staking,
but even something as simple as that,
like you can stake your NFT,
send it on Quest,
you start stacking XP,
give people a reason to hold,
give people a reason to participate in your ecosystem.
It's not just staking. They're doing things on a daily, weekly, monthly basis with that community.
And I don't think it is any... Does the IP standalone? Could they continue to have
success without their building? Sure. I also think there's something to be said for these
NFT PFP brands that really do lean into their community and build with them, build in public, give them things to do,
give them activations.
I wasn't sure if I was going to go there,
but I'm just going to roll with the brain.
I will hit the rest of the market here in a second.
I mean, let me just knock that out.
And then I may mention something Yuga related or not,
but as far as the coins go, the market is layer zero pumped 43%
for some reason, pipping up again to now 438 million, just flipping everything in its path.
I do have no idea what's driving that, but it is hard to deny the run it's been on.
Bitcoin down 2% on the day to 67.
It was down further.
It's bounced a little bit.
ETH down below 2K again at 19.57.
It's down 3% on the day.
And pretty much red day across the board, except for a few of those memes that are up.
Even Monero up 4.8% today.
I was looking for Zcash. I'm't not seeing it i assumed it was probably yeah it's down four percent interesting so z cash down four percent but you're
up four percent joey what'd you find out yeah so um there is no mention of what this nft i just went
through their whole docs there's a section on nfts but it tells
you how you could buy sell mint and transfer nfts in their like you know in their their what they've
built but there's there's no mention of what this nft gets you like you you what they tell you about is how holding the token itself, like the banker token is what gets you access and, um,
and allows you to use their agents.
But like everything is token related.
There's nothing I see in their,
in all of their docs that mentions what this NFT gets you.
Well, um, maybe nothing.
I would be surprised.
I'm guessing there was something got announced in Discord or somewhere
to see it have that kind of movement on a day.
Seems like probably something, but I don't know.
DW just said, I have 10Ape on BankerBot.
I got to figure out how to get that.
I mean, if you set up your account,
you can probably just tell Banker to send it wherever you want.
Thomas added, talking about that CZ and Chamath interview,
the interview was interesting.
Also didn't know he moved around the world so much
and also worked for Bitcoin.
It was Bitcoin China, I think.
Wish I could get 5% of my paychecks in Bitcoin.
Funny you say that, Thomas.
Funny you say that.
We will come back to the Claynose conversation here in a second,
as well as other Web3 happenings.
But since Thomas set up the talk about getting paid in crypto,
perfect time to give Moonpay a shout out on their big announcement from yesterday. Moonpay announced a breaking deal with DEEL, D-E-E-L, the all-in-one
payroll and HR platform for global teams. I wasn't familiar with DEEL or Dell, if I'm
mispronouncing that, my apologies, D-E-E-L. But MoonPay and Deal partnered to help 40,000 businesses
pay employees in stablecoins.
Your salary paid in stablecoins directly delivered
to your non-custodial wallet,
launching in the UK and UE.
US is next, powered by Iron.
Iron is a fiat infrastructure for serious stablecoin builders.
It's a MoonPay company.
Interesting.
Global payroll, crypto rails, March, 2026. Congrats's a MoonPay company. Interesting. Global Payroll, Crypto Rails, March 2026.
Congrats to the MoonPay team.
And I think this is just, again, this is pre-regulation
or whatever moves this administration makes next.
I think this is just going to become more and more relevant
and you're going to see it everywhere.
I think it'll become like,
just like it'd be weird to go work for a company today and then not have
direct deposits.
It's kind of like it's table stakes.
It's just assumed that you don't have to get a paper check,
but rather you can get direct deposits.
And I think that is probably very much going to be the case with getting paid in crypto, stablecoin payments and more.
It seems inevitable.
I don't know for sure, but I would be surprised.
It's just better.
It's less fees for the business.
It's easier, especially when you talk global teams, global payments.
So, yeah, congrats there.
The other, there was a Cointelegraph article.
Let me hit on this real quick
and then we'll move on.
I know people don't get excited
about stable coins and payments,
but it's a product market fit that crypto nailed
and it's only going to continue
to lead more and more adoption.
I see no obligation.
You're super busy.
We took more of your time yesterday than I was intending.
The one question I did get asked Brad yesterday that I've got earmarked for probably a deeper conversation another day is these,
I'm going to have to go find it because I don't even know what the actual acronym is.
But a new standard, a new Ethereum standard that has to do with AI agents.
And let me share this and then I'll go hunt that down as well.
Because I think more and more and more people are going to get paid in stables and crypto period.
And we're going to see far more agents a year from now than we have today.
They're all going to transact on chain.
I don't know what the future of AI holds. We will come back to that article in a bit, but I'm certain that a majority of AI agent transactions are going to be on chain.
And it's, it is, this is, this is also the White House yesterday, their stable kind yield talks,
they call them productive, but no deal reach. Banks and crypto reps debate reward roles and permissionable activities.
Here is the, in the Genius Act, Congress specifically designed payment stablecoins to be payment instruments.
Consistent with this design, market structure legislation should incorporate the following yield and interest prohibition principles to limit deposit outflows that reduce the availability of
credit for communities. Prohibition of stablecoin yield. No person may provide any form of financial
or non-financial consideration to the payment stablecoin holder in connection with the payment
stablecoin holder's purchase, use, ownership, possession, custody, holding, or retention of a
payment stablecoin. Any proposed exemptions from the prohibition must be extremely
limited in the scope so that not to undermine the prohibition, it must not drive deposit flight
that would undercut main street lending. It's BS. To me, it just seems like big banks lobbying.
I can't, none of that passes like any logic or rationale test for me.
You can earn interest on your savings account.
There's no logical reason why you shouldn't be able to earn interest and yield on your stablecoins, except for the banks are afraid to lose market share.
I mean, I guess maybe it could lead to a deposit flight if they're, but like, okay,
why are we protecting big banks? Like if there's a better solution, it's like, it's going to force one of two things. Either, yeah, there will be a flight to stables from fiat to stables,
or banks stop paying 0% interest on checking savings and money market or like 0.039.
They'll actually pay competitive rates. Banks are making money on your deposits. They're taking
your money and they're lending it out and they're making money on it. The industry is primed for
disruption. And the only thing preventing disruption is regulation that would prohibit that anyways
that that is uh that's out there more coming soon on that i'm sure but uh before i get too far ahead
joey anything else on uh well i mean you don't have to go back to banker but anything else on
uh whether you have thoughts on stables or is is i'm i'm not not trying to put you on the spot either. My assumption is BZ has,
well, I know they can pay their vendors in crypto.
Do you, can I ask,
like have they incorporated crypto payments yet
for the team at BZ?
Yeah, so we prefer to pay any of our vendors
or suppliers in crypto because obviously with stablecoin yields, it makes sense to keep our money in crypto.
I can say I myself…
That's also important.
That's also important that a lot of people don't even…
Just think about that for a minute.
Businesses, especially big businesses, they sell a lot of cash.
I'm not going to pretend to know how a Walmart, how their money moves and the kind of interest they're making on the money they bring in.
on the money they bring in. I do know from a vendor side or a retailer side, having worked
with some of these big businesses, is they like sitting on their money so much so that the billion
dollar corporations of the world will, the terms they enter into, or at least they offer up at
first with the small, medium businesses, the startups out there is usually something like anywhere from like net 60 to net 180 days. And they, and then they'll slow
pay. Like they have plenty of money, but they're, I don't, like I'm guessing it's an actual policy
procedure that they slow pay with intent because what is, what is a small business going to do?
Like you can take Walmart to court and they're just going to pay you.
But yeah, you're lucky if you get paid.
You're lucky if you get paid in 30 days.
It's usually, like I said, closer from 60 to 180 days.
And then if you get paid on day 61,
if it's net 60 and you get paid on day 61,
you're probably happy.
The reason is because they're earning yield and interest on that money.
Or they're using that capital to further reinvest in the business. And it's just, you know, it's one thing if you're
a small business and you got 10 grand in your checking account. It's a whole other thing if
you're talking billions of dollars that that money can make you a lot, a lot of money pretty quickly.
And while the big corporations may take advantage of that today,
most small business accounts don't generate interest or yield. And a lot of businesses,
they might sit on, I don't know, average deposits of even a small, small business is probably
sitting on well over 10 grand. Most are probably well over a hundred grand in their operating accounts, not earning
anything. Well, to Joey's point, if you keep it in crypto, yes, there's some protocol risk,
there's a smart contract risk. But at this point, unless you're using something that's very new and
novel and hasn't been audited and tested, very minimal risk. And you're able to generate far better yield than you would by
off, you know, offboarding that into your fiat bank account. Go ahead, Joey. Sorry to interject.
I just thought that was an important one to double down on because it is a really big deal,
not just easier and less fees, but the ability for these businesses in real time, you know, think about the
retail, they take payment in crypto and immediately start earning interest or yield on that instantly,
not having to go transfer it into a new account. And just like there's ways that this can be far
more efficient and far more beneficial for the, you know, all businesses in particular, I think
small million businesses. Go ahead, Joey. Yeah, you're, you're a hundred percent correct. And
the other thing too, it's when you're dealing in large sums of money. So letey yeah you're you're 100 correct and the other thing too is when you're
dealing in large sums of money so let's say we're working with a vendor and we're looking to acquire
you know assets and it's 30 40 50 60 000 um the fees that like a paypal or a a stripe or
paypal or a a stripe or an ebay or whatever they're gonna take like so for example if you
right now you you made a deal with somebody to buy thirty thousand dollars worth of cards let's say
and you're like yeah let's use paypal because they're they're the payment processor they're
taking three percent right off the top and it doesn't seem like a lot of money but when you're doing that
over and over again it's a lot of money or if you're like listen i only will accept a wire
because you know you can't once a wire is done a wire is done like you can't you can't like uh like
dispute a wire like you could a credit card payment or whatever right okay But what if we just did a deal on Friday night? When am I going to send
that wire? I got to wait to send that wire. And then normally, depending on your bank,
wires could take 24 to 48 hours. So, you know, yes, we, we work with, you know, quote unquote,
web two people because, you know, that's the majority of the people in the in the collectible space are web too
but do we have a strong preference to people that are willing to accept usdc of course makes
everybody's life easier yep so and it's just that i like have you had anyone who you don't consider
like crypto native that has been willing or asked to accept payment or send
payment in crypto? Yeah. So there's actually some, these guys are pretty big streamers on whatnot,
like resellers. I met them. We've purchased some assets from them and they were like, yeah,
can we do the first asset was just a single card. So we did like a PayPal payment. And obviously with PayPal, there's insurance.
So you know you're safe, right?
So maybe you do your first payment with somebody through PayPal because you get the PayPal insurance, right?
But once we knew they were legit, you know, we did our second payment.
They were like, and I said, hey, do you mind if we do crypto, USDC?
And they're like, oh, we've never explored taking crypto before. We usually do
wires. I was like, well, if you go on coin, you go on Coinbase, set up an account. It's really
simple. We can get you your money within five, five to 10 seconds. And then you can choose what
you want to do with that money. If you want to keep it on Coinbase and earn and earn yield,
you can, if you want to withdraw it to your bank account, you can, I would suggest,
you know, signing up for, you know, one of their tiers for a hundred, 200 bucks a year.
So that way your fees are reduced to almost nothing. Um, and they were like, actually,
this is a really good idea. Cause this will open up a whole new market for us because I know there's a lot of people. He was like, I know there's a lot of people that have a lot of money in crypto
that also collect. And this will give us the ability to sell to those people too if we set
this up and i was like you are correct so you know onboarding onboarding one by one it's it's uh
and we've said it before i really do believe this is the i think we i don't think there's another
mass onboarding to crypto from an individual consumer standpoint i do believe this is the, I think we've, I don't think there's another mass onboarding to crypto from an individual consumer standpoint.
I do think the masses will be onboarded, but I think it's going to, it's B2B.
It's going to be onboarding the businesses who then by default onboard their users, their customers, their clients.
And I think that's where we're at.
I think it's massive onboarding of AI agents.
I think it's a massive onboarding of institutions,
corporations, businesses.
And then by default,
you're going to see a lot of the end users
are going to end up on chain.
Someone wouldn't even know they're on chain.
Maybe they'll understand a stable coin
and they get 3.5% risk-free from Coinbase
versus their checking account.
Zonko adds in the chat,
Zonko says,
company I currently work for works on net 30 for invoice payment. And we take the cash and put it in the bank and buy back stock. They were ecstatic to get some tiny APY improvement, but nowhere near the 3.5% risk free from Coinbase. Also adds that, yeah, and bank fees range from 20 and get as high as $80 for foreign clients. The fight for yield is so important.
and get as high as $80 for foreign clients,
the fight for yield is so important.
It is really, I think it's just one of the many things
that are going to change significantly
over the next few years.
I mean, Joey and I are old enough to remember
when debit cards weren't a thing.
You had a bank card, you had to go to the ATM to pull out cash.
You had to go to a bank and pull out cash during banking.
You'd be waiting behind somebody at the grocery store writing a check as they're paying for their groceries.
True story. I saw someone write a check at a grocery store the other day. I live in Florida,
so there is a lot of retirees here. I saw one of them write a check at the grocery store. It's the
first time I've seen that, I think in over a decade. No exaggeration. I haven't seen someone
write a check at the grocery store. And I was like, it caught my
attention. I didn't say anything. I thought about asking a question. I thought about saying,
I'm not going to be that guy. But it's just like, think about that for a second. There's still
people today that are writing checks at the grocery store. So while I'm really excited about stablecoin adoption and this massive societal change, it's likely going to happen somewhere between the timeframe, I think, and the timeframe the 88-year-old writing checks at the grocery store thinks.
Somewhere between the two.
I get I'm much closer to it
but it's still even once we hit critical mass
and we have mass adoption of stables
and businesses are transacting
in crypto
it's still going to be
decades before everyone is using it
but I do think we're getting close to that
tipping point go ahead Joey
so two things
the first thing is I think that's why we're
seeing so many like
Pengu's little
teaser with their credit card or Pedgie's teaser with their credit card. I think that's why we're
seeing so many brands here start to partner with payment processors or have a credit card or
whatever, because to your point, that's going to be the way to onboard people is give them a way to actually spend.
Like, I don't have a MetaMask credit card.
I've heard that it's, it's a good credit card and how you can access, you know,
and pay for things, but that's how it's going to happen.
Right?
Like people in this space that are worth seven, eight, nine figures want to be
able to spend their money without having to, you know, send it to an
exchange, withdraw it to their account, but they just want to, they just want to walk up and swipe
a card or tap a card or tap the back of their phone or whatever. Um, so I think that's why
we're seeing that expansion. And then Hizzy brought up a really good point, which it's talked about a lot by people that are crypto, big crypto fans,
is when you go into a business and you pay in cash, which is why I think it's so weird that
so many businesses are cashless now. When you walk into a business and you buy something for $100,
that business gets $100. That $100 stays in circulation. That a hundred dollars is a hundred dollars. When you walk into a business and you pay with a credit
card or a bank card, the fees are reduced and that business doesn't get a hundred dollars.
And now that a hundred dollars doesn't stay in circulation. Maybe it's 97, maybe it's 96.
This is something that's been talked about for a long time when it comes to better payments. But he's right. And with USDC, it's the payment processor. There's a lot of businesses that are middlemen,
essentially, that are taking that anywhere from one and a half to three, four, five percent out
of the local business. So it's still in circulation. It's not like the dollars are getting burnt.
It's just you've got middlemen who, in today's world, with the technology we have,
are simply not necessary. That's why those fees exist because at minimum,
there's two other entities that are taking a cut of every transaction. In most cases,
it's more like three, four, five, or six intermediaries along the way that are taking
a cut of every transaction at Walmart. And that's just silly. It doesn't need to be that way anymore.
Keep 100% of it in the small, medium, even the large business.
I know it's never going to completely go away.
There's still going to be some sort of portal or something's still going to get processed.
It's just, it is pretty egregious.
And it's also, you know, because of volume and how things work, like Walmart, you're probably not surprised.
If no, they pay a far lesser rate than does your average small-million business.
That average small-million business is a new startup and has no transaction history.
Or if it's in an industry that is – whether it's, I don't know, cannabis or sex workers or – they pay ridiculous fees, like north of% often, because there's only a few of them that will even work with them. And it's, it's very extractive.
You know, your average small-mini business, it's just a normal retailer, coffee shop opens up,
they've never, they don't have any history, if they don't have any payment processing accounts,
they're probably paying four, four-ish percent, once you factor in their statement fees, like
fully loaded, it's probably 4% or higher.
It's just, it is, it's not great for the small mini business. And you think about it like,
oh, what's 4%? Well, if they do a hundred grand in revenue this month, that's $4,000.
Like there's small businesses out there that are paying more in credit card discount fees than they are rent. It's like their number one expense is payroll.
Number two is credit card discount fee. And number three is rent. Not for all,
but it's probably a top five expense. I'm not talking cost of goods. So I'm talking
actually operating expense for a business. The credit card discount fees are, in my lifetime,
I've paid well over seven figures in credit card fees. It's insane. It is insane that that's money that in going forward, it's
like you talk about building business today from first person principles. Not only would you not
hire, I mean, all these administrative people, you'd probably have a leaner staff, you'd bring
on some AI agents from launch. You'd also probably wouldn't be paying three, four,
5% credit card fees.
You kind of have to today.
I mean, not the 3% negotiate better, but I think this is the other impact is probably see lower fees from the credit card processors.
Once real pressure is applied, once things like MoonPay's program goes mainstream and you see more businesses accepting stables, you see more people paying in stables, this credit card company is going to
want to jump back in. They're going to get their cut and they probably reduce their fees to be a
little more competitive. Again, I know that... Do you remember maybe early 2000s when anybody
who was looking to quote unquote make like make money, they became,
they literally became credit card processing salespeople or credit card processing.
Like I, I remember when I opened my business in 2004, I can't, I can't even like how many
people every week would come into my, my business, my small business say, oh, who processes,
who does your credit card processing?
Who does your, right? Like we can beat their rates and it's like everybody i knew back then it was
like when everyone became a mortgage broker because mortgage you know there was so much
money to be made it was crazy like there was this race the credit card processing fee race or
whatever or terminal race like i know i know so many people that got into that business and made a lot of money because it was who can beat whose fee. And, and this was like early two thousands. And now,
and, and now I think it's going the opposite way. Like to your point is where, how do we figure
out how to just eliminate the middle man and work and just get our money directly. And what I meant
And what I meant by out of circulation, I meant like out of circulation for that business,
by out of circulation, I meant like out of circulation for that business, right? Like,
right?
Like, so if you give me a hundred dollars to a small business, I only get 96 of it or
95 of it that I can then use to grow my business, to pay my employees, et cetera.
That's what I meant.
Not like it gets burned like a token.
Yeah, it is.
I mean, if you, if you're, if you doubt what Joey just said, go create an LLC and watch how many direct mailers
you'll get in the next week that are someone trying to get your credit card processing.
Or if you open a retail store, yes.
Like the first, you may have someone, if you don't have a sign up right away, you'll probably
have a sign person pop in, try to sell you a sign.
But you'll likely have four, five, six people that sell you credit card processing because
it's an insanely lucrative business.
The reason that there's so many salespeople in that industry is because it's insanely lucrative because they charge such egregious fees.
Anyway, in my rant on payment processing and stablecoins changing the world, but it's arguably the best product market fit we've found in crypto.
And I am rooting for this legislation to be passed, but passed in a way that I think yield is really important.
We had Cobb and Andrew out there. I think they moved on. They probably had a nine o'clock meeting.
My apologies, not getting this sooner, but I will at least flash. I'll give them the love.
Two things. One, well, first is the announcement that I just I did read it off earlier,
so I'm not going to read it again,
but this kid's screen is in San Diego
at the end of this month, 22nd through 25th.
You can see some pretty iconic IP
from SpongeBob to Bluey to Peppa the Pig,
Cookie Monster.
I'm not sure who this one is on the right.
Joey, do you know?
What was that question again?
Sorry.
Who this image is.
It looks like a dog character
with a cop or police officer.
Oh, I'm not on stream. I can't see it.
What is, uh, which is it a post you put up top?
Yeah, it's the, it's the kid's screen announcement from Playnos.
It's not that important.
Anyways, Big IP is getting recognized there.
It's kind of been a jumpstart for many on the licensing front.
So they continue to make moves outside of crypto that's paw patrol paw patrol peppa pig the cookie monster
uh bluey and spongebob i and i knew that i should have known that and then um you know similarly
this is from render festival and you got clay nose next to, I recognize Toy Story. I'm not sure of the others, but just continue to do major things outside of crypto and onboarding of those that aren't here. And not just the individuals, but as I mentioned, kind of like the businesses. Yes, a retail business, Paw Patrol, yeah, thanks, thanks, with a business gets onboarded and they start accepting stable
coins.
They start paying their employees in stables.
Now, all of a sudden, you've onboarded by proxy dozens or hundreds or thousands of end
users.
Similarly, but different, when Clayton is out there at these conferences and winning
these awards, they're onboarding other large businesses and introducing, maybe not directly,
but they're introducing them to these crypto native brands
and they're starting their journey into crypto.
And I salute to all the leaders out there
helping push the space forward.
Sleepy start this morning on X.
The video finally is now, I think,
appearing in a little bit of discoverability,
but it's not just us.
I see another one that's got three viewers that usually has a very large audience. So no
idea what's going on with X video this morning, but it is nine o'clock hour. We're going to shift
gears into some other exciting topics here in a second, but I will ask, since we got a sleepier
start, if you haven't yet given the space and love, several of you already have, greatly appreciate
that. There's especially those 28 of you already have. Greatly appreciate that.
Especially those 28 of you that reposted this.
But it's pinned up top, all the way to the right.
Scroll over there.
Hit that thing with a like or repost.
Even a bookmark or a comment goes a long way in the algo.
Maybe that's what Nikita has got his sights set on next,
is he's going to nerf all the Twitter, the X spaces.
One thing I actually did not have on my agenda,
but I just saw it as I went back through my timeline to go grab that post.
I'm going to pin up top.
I'm not going to read it.
It's a little lengthy.
K-pop Demon Hunters, Toy Story, and Alien Romulus
were those other brands.
Thanks, Swift, for connecting those dots for me.
Greatly appreciate it.
I have not seen a single version of K-pop Demon Hunters, but I do know it is massively popular.
I started watching Alien Romulus, but didn't necessarily click for me.
But I still can't dispute a very large brand and franchise.
And still can't dispute a very large brand and franchise.
The other thing I wanted to share is Ethos launched their new details on the newest season and did so with a white paper.
To which I said, when's the last time we saw a white paper for a protocol launch, let alone a new season?
Speaking of founders pushing the space forward,
Serpent out there doing his part.
I pinned that up top.
We won't read it all in detail today,
but if you want to go, they read their white paper.
The biggest change is they're aligning incentives,
and it's now basically everything costs XP. So
an effort to eliminate slop, an AI slop, like if you want to go leave a review or slash someone,
it's going to cost you some XP. There's three ways to earn. You can contribute to yield,
periodic rewards, daily rewards for quality contributions and then multipliers, but having to spend that XP to interact,
I don't know if it'll work.
I appreciate them making changes, evolving, and I like Serpent.
I like how they're operating, how they're moving,
and that is, again, pinned up top if you want to read further into those details.
Go ahead, Joey. is again pinned up top if you want to uh you want to read further in that uh into those details go
ahead joey i saw you pin something up from bread uh yesterday and i had before you uh pivot to
another topic i i had to leave yesterday did we find out about the the bad buns like is there a
way to check which ones have been bridged so you don't buy one on ETH that's actually already been bridged to MegaETH?
So, good question.
Because I noticed there's still 3,000 in the ETH collection, but then there's over 500 now on the MegaETH collection.
Yeah, good question. I mean, I guess the safest way would just be buying one on the Mega East side, and then you know it's been bridged over. Floor down again today, down another 12% to 0.21%. I'm probably trying to make some money, even though they've already bridged them over.
Right.
Cause you don't want to buy one that's already bridged.
Cause then I'm assuming you don't want to buy one that's already bridged.
Well,
I wouldn't think,
I mean,
if it's true bridge,
you couldn't do it.
Yesterday was 500,
now it's 752.
But you're saying that the number hasn't decreased on the East side.
There's also like
no buys and there's totally three of these have been bought um
but yeah you can do it i don't know this is confusing to me it still says 3 000 on the east side and so that number's not going down so that's why is it a bridge or is it like a or is it like a
a one-to-one mint on mega e like what is it
because if it's a bridge you would think the one the collection on on eath would decline in quantity
yeah good question i don't know uh i will do this though i've not even uh i've never
asked i've never invited the bad buns teams team on, but I will do that and
see if we can get them on the show. And for many reasons, it's not just the NFT collection,
they're building Prism, the everything app on MegaEth and would like to dive deeper.
it says
yeah I'm just I'm scanning trying to find
some details on the bridge and I don't
I don't see it so
if anyone in that ecosystem anyone in the discord
I mean the there's a there's a gold one
because after oxy mentioned his gold one the other day there's like
a gold one there was this morning a gold one sitting like right at floor and i was like oh
this is nice and then i thought about it and i was like but wait if this one's already on mega
am i stuck with one on eth that i can't do anything with yeah and it just doesn't unfortunately
doesn't share like bridge your bad buttons instantly, transfer your NFTs between
ETH and Mega ETH securely with automated verification.
But it doesn't give much more.
That's it.
It doesn't really give many disks.
It does tell you there's 752
have been bridged, 624
completed, 128 pending.
Average bridge
time, 771 seconds.
So yeah, good, good questions. I don't know. Um, interesting though,
that the floor is down now two days in a row, quite a bit.
And for a collection that had,
has some motion and building not it's not just prison.
They also are building that they built that meme coin launch pad
over there as well. So, wanted to pay
attention to you for sure. If anyone does get any
more details, let us know. If anyone has a connection to the
team, let me know.
I would like to get them on and we can do a deeper dive on
all things. Not just
bad buns, but we can hit on Prism and
their launch pad as well.
Diablito buying NFTs.
NFTs, I'm not saying they're back. Diablito
is saying that in the chat. Thomas also added, Moonpay has been doing big things with X Games.
What a better way to get the younger generation to crypto. Yeah, they did the X Games League. I
think it was a three-year deal, if I'm not mistaken, three-year partnership with X Games
Leagues. And that is, you know, I think they do continue to make interesting how they position
themselves in the market um but fan of the fan of the moon pay team and love to see what they're
there shout out to one hex for the big pingu tip and abstract greatly appreciate that and shout out
to smart dumb man the erc 8004 is exactly what i was referencing earlier when I was talking about the one question
I didn't ask Brad yesterday as it relates to MegaEth.
I really have no idea what this ERC-8004 is
other than I know it has something to do with agents.
The post says it's live on MegaEth.
They've worked with the Ethereum DAI team to bring agentic reputation to MegaEth. Starting today, service providers can register natively on MegaEth, be discovered within the agentic economy, and earn from built trust.
Why is this necessary? In the current agentic economy, agents can talk to each other, X402, MCP, A2A, and APIs, but can't discover one another.
Okay.
ERC-8004 standardizes a registry of agentic service discovery, which follows with communication and service purchases based on history.
What kind of history?
Agents can be rated across verticals with value measurements against things
like, are they reachable? What is the uptime? What cumulative revenue does it have? Block time
freshness, amount of yield earned from trading, and on what timeframe? The future, ERC 8004 coming
online. MegaEth now has a full suite of agentic infrastructure ready to pair with real-time execution and low transaction cost, transaction fees, .001, less than .001, payments in USDM, X402, service reputation as the ERC-8004, and AI developer toolkit.
Posted a post from Badger said, get your CloudBot agents ready for mainnet.
Put this together for best practices, low latency implementation and official docs.
Currently gone through unit tests.
He mentioned too that he spun up a side project.
I have a feeling it's an agent related side project.
And then you can read more about trustless agents here.
I'll pin that up top for anyone that really wants to nerd out.
I mentioned I sent a half dozen messages this morning
with the AI article.
Something big is happening.
We'll hit on that here in a bit.
But this is not what I'm sending my friends and family.
This is pretty nerdy, pretty out there.
But I do think, as I mentioned earlier,
this is one of the more inevitable things, I think,
that is happening in crypto and in AI right now
is agents will transact and interact on chain. And this sort of stuff, these sort of rails is
important. Foundational layer, 8004.org is the site if you wanted to dive deeper and probably
worth spending some time to get to understand
this, especially if you're building agents, agents that work for people, owned by people.
I also saw that agents have now hired a few humans to do multiple in real life jobs. The
last one I saw was an agent paid a human to go count the pigeons at Central Park.
You may laugh at it now, but watch where that accelerates to.
It's the beer app moment
for agents employing humans.
And we'll see more and more
and more of that I'm near certain of.
This is co-authored by Metamask,
ETH Foundation, Google, and Coinbase.
Pretty big deal, I think. And not only is ETH Foundation, Google, and Coinbase. Pretty big deal, I think.
And not only is ETH and EVM positioning themselves for stablecoins and payments,
positioning themselves well for the agentic future as well.
I wish I was more versed on 8004, but that's, I think at the highest level, it's this agent directory, helping agents discover other agents.
We need agents to help them discover X spaces as well as X continues to mess with algorithm things.
I digress.
I alluded to, I mentioned that something is brewing AI article.
I'm just going to jump right into that
and then we might pivot back out
to some other topics.
But this one could be a lot of conversation,
could be a little conversation.
Certainly not the only take on this.
I also saw several AI employees
have left big firms this week.
Some security engineers had security, like,
sailing off into the sunset. One, I think, said they're going offline and effectively retiring, and I think a couple years away from universal basic income. This article, while I didn't share the 8.004 article with my friends and family, this one I certainly
did. It's a very long read. I'm not going to read it all, but he says, I think we're in the,
this seems quote, this seems overblown unquote phase of something much, much bigger than COVID.
I spent six years building AI, startup investing in the space. I live in this world and I'm writing
this for the people in my life who don't, My family, my friends, and the people I care about who ask me,
so what's the big deal with AI? And basically the TLDR goes on to talk about
how some people are still like, oh, what's the big deal? I use ChatGPT and it's okay. But it's
like most, not most, a lot of people are still using AI like an enhanced Google.
They're just asking it dumb questions,
or simple questions, and getting answers to questions
that they could ask Google the same thing.
The takeaway here is that each model has become faster
and better than before, and it's evolving pretty quickly.
He specifically draws a line in the sand on february 5th we got the two big releases codex gpt 5.3 codex from open ai and opus 4.6 from
anthropic that he he likens it says not like a light switch more like the moment you realize
the water has been rising around you and it's now at your chest. Liking it that the increase in capabilities in these last two models
were substantially greater than the updates,
the upgrades that came prior to the ones that came prior.
Goes on to talk about some testing and stuff.
Again, it's a very long read.
If you're going to read it, read the whole thing
because it can come across
as kind of doom and gloom.
It does end on a higher note.
And we've,
as we've been talking about
recently on the show,
now's the time to use this stuff,
understand this stuff.
In fact,
it's a very specific call to action
from the author of this article.
I'll see if I can find it here real quickly
so I can quote it exactly.
But if not,
I will,
I'll summarize. And it is, here real quickly so I can quote it exactly. But if not, I will summarize.
And it is use PowerBlock an hour a day.
Start using AI seriously, not just a search engine.
And also he mentions how different the paid versions are as opposed to the free versions.
The free versions are like the models of a year ago.
The paid versions are the latest and greatest, and it changes frequently.
But sign up, use some
of the advanced versions, and force yourself to do it an hour a day. Try to do something new that
you maybe didn't think it could do. Don't just use it as an enhanced Google search. Really get
familiar with the AI. And it may be frustrating at first. You might spend a full hour, and you
feel like you just spent time getting through a learning curve.
You don't, you didn't get much done.
You could have been,
you could have got it done faster if you'd just done it yourself.
Stick at it.
And I just, I do think,
I don't know exactly how this plays out.
I'm not going to pretend to know.
I think even some of the biggest brains,
the biggest engineers in the world,
they're not sure how it's going to play out.
But as someone who built a career in the wireless business and saw disruption, not just growing up in the internet era, but also the smartphone evolution.
I was early to that and called it.
The reason I had so much success in the wireless business, I saw that before most of my peers.
When I started to open my first Verizon store, Verizon had a 3% take rate on smartphones. Everyone's going to have a smartphone. Even people
in that business, fellow franchisees, that was crazy. We launched our goal for the year. Our
stated goal was called Operation Smartphone 70. It was get to a 70% take rate. It was unheard of
at the time. We hit it. As a result of that, it led to a lot of growth, a lot of other opportunities, all because we saw a trend happening before it actually happened.
This, to me, is even more obvious. This trend is happening. The proverbial train has left the
station even more so than smartphones were going to replace every dumb phone and every flip phone
on the planet.
By the way, today it's over 100% take rate because a lot of people have, not a lot, but almost everyone has a smartphone and some have multiple smartphones.
So the actual percentage of smartphones per users is over 100%.
This is, they started with AI.
They started with coding and programming.
And because he says the reason, I'm summarizing here,
but the reason was they realized that that was the fastest way to build upon itself.
By training AI to code, it would help advance AI faster.
And it's getting to the point now
where most of the code written in these new models
is written by AI.
So it's evolving itself, pretty powerful. Now that they've done that, now that they've solved the code piece, the next move is going out and infiltrating all industries. And there's not many reason I was bullish on experiential retail in the beginning. It's the reason why I continue to be bullish and even more so is things that robots can't do,
things that robots can't replace. A lot of things it's going to replace, a lot of things it's going
to be better. And now that they've gotten to this point of it helping, it's going to
write its own upgrades, shifting their focus to disrupting legal and accounting
and fill in the blank.
Industries will be disrupted by this tech.
Saucy, saucy, or Joe, we're going to say saucy ads.
The models get better every single day.
It's astonishing.
If someone isn't getting the results they want, their prompt slash approach isn't correct.
Old Hatter says some of the biggest brains in the world
don't know how it's going to play out.
That right there should scare everyone.
There are numerous interviews.
You can go watch the type of people building AI technology
who admit they can't control it.
They truly don't understand how AI does some of the things it does.
Even recently, I think it was AI, or excuse me,
Anthropic said that in the test, the LOM knew when it was being tested versus when
it wasn't. And yeah, it is kind of scary. I just, we can get scared and not do anything about it,
or we can attempt to learn and use the tools, use it as a resource and hope. I know it
sounds crazy, but hope that things come out okay. Hope that it's not the end of the world as we know
it. Hope that these robots aren't evil, but it's happening. The train left the station. There's no
putting the genie back in the bottle. And I don't think they can just unplug it at this point. It is, I think it's important to understand that it's happening, how fast it's going to happen,
and at least be aware of it. And I'm not saying you need to go quit your job or go find a new
career if you think it's going to get wiped out. But yeah, if you're a paralegal, or if you're
an administrative assistant that does a lot of work on a computer and it's filling in tasks or you're a bookkeeper, you need to, at minimum, if not start thinking about new careers, you at minimum need to start using AI to help yourself be more effective.
Don't deny it because you're afraid it's going to take your job. Use it to get better.
take your job, use it to get better. Not every job is going to go, but especially large corporations,
someone that's embracing this technology can probably do the work of 10 of their colleagues
that aren't using it. And who do you think they're going to keep? The people using it that are 10
times more efficient, effective than everyone else, or the people who are you know against it go ahead joey i apologize i'm in the car so if there's any children yelling
i'm apologizing in advance um so i just learned recently where and i don't know how i didn't know
this that the preferred search on mobile phones has is now google maps so like i i have a friend that's in like the
like the you know the google optimization business profile whatever space and he was
and he and i was reading and he was telling me about how like the place where you need to be
the place where you need to be most effective is on Google maps now, because that's what people are doing.
They're searching near their location with Google maps.
So it's,
it's moved from desktop searches to mobile searches, right?
Google searches now Google maps,
but now it's moved to AI optimization.
Like more people I know have stopped using Google search and websites like Kayak and Expedia.
And they're going right into a chat GPT and saying like, help me find the best airfare or help me, you know, rank the 10 best sushi restaurant.
Like what are the 10 best sushi restaurants?
Even for like referrals for doctors, right? Like the amount of time that AI can look for reviews and scan websites
to give you the right answer compared to you just put typing in Google, what are the top 10 sushi
restaurants? It's, it's like exponentially. So to your point, like the way we've progressed over time and how we utilize search engines,
I don't think, I mean, Google's never going to go away, but I think things like Claude
and ChatGPT are going to become the primary search engine because of how much faster they
can scan data when you want an answer.
Yeah, well said.
I agree.
And I think that's a very specific action.
If you're a small business owner today
and you've relied on Google search for your business
or if you,
or Google Maps or Yelp or any of that,
and you're right,
that was in the business side,
as my journey, my personal journey,
when I was in the Verizon business,
we didn't really, I mean, we cared about Google reviews, but it was never a focus of our business.
It didn't impact our business. Google search didn't really impact our business. Verizon spent
millions of dollars advertising and marketing every year. That Verizon signed the check mark
above our door. That was our marketing. And then the customer service we provided,
the word of mouth referral business was huge. We'd work with a lot of local businesses to drive their employee base in, et cetera, et cetera. But it went from
Google search results and Google reviews not being overly important to in the repair business,
they were critical. We've got a store in Lancaster, Pennsylvania that has over a thousand
five-star Google reviews and they dominate. And that franchisee is opening up stores in the Gulf Coast of Florida now, and he'll deploy a very similar strategy around Google reviews and driving good customer service, knowing that that has been critically important for your business to show up when someone says, phone repair store near me.
You've got 1,000 five-star Google reviews, and your competitor up the street has 12, and their average is 4.2.
You win.
You win 99 times out of 100, and you're going to be indexed first on Google.
It's very clear to the consumer who's been in business longer, who does a better job.
If they want, they can click through and see verbatims.
But to Joey's point, and Thomas here in the chat, a lot of people are no longer, that's not their customer journey
anymore.
Customer journey now is perplexity, chat GPT, Claude.
And so understanding that, if you're a small business owner today, understanding this shift
in consumer activity and making sure that you don't just index well from an SEO standpoint
standpoint on your website, you don't just index well on Google and Yelp from a review standpoint,
on your website, you don't just index well on Google and Yelp from a review standpoint,
but you also index well from an LLM standpoint is incredibly important. Now, I do think
that Google is like, we don't talk a lot of TradFi stocks here. I'm long Google.
I think of all the big, in case they mag seven, I think there may be one of the most uniquely
positioned, A, their AI, their LL, what they have already today, it's better than most.
It may not be anthropic or open AI on some levels, but on other levels it's better.
But they have such a huge edge on not only their distribution and the traffic they already get today,
those consumer behaviors, but also so much data.
And so many, like I've heard many people say, like, I don't want to go start playing around
with OpenClaw, you know, the Claw bot, because, A, I don't trust it.
I'd rather just wait till Google turns it on and it's already linked it to all my email,
my calendar, my docs, et cetera.
Like, I think Google does have an extreme advantage.
I mean, they're already operating from a position of power. And so I don't think Google search goes away. In fact,
I think that stuff, your Google reviews, your SEO, I think will likely feed into Google's LLM
results. But for all the others, you need to be at least aware of it. Yeah, I remember there was a time where, and maybe it still gets there, but Gary V was a big proponent of Alexa, of audio, making sure that if someone says, Alexa, find a phone repair store near me, that you index on there.
Maybe that, and I'm not saying it doesn't exist.
It's not near the level of SEO.
But I'm, and it may take off.
There may be more of like audio search,
and maybe it'll make sure index well and Lex is important.
I don't think it's nearly as important as geo, as Otis adds.
Your generative engine optimization is like a shift back to Ask Jeeves,
a more comfortable search query format for users.
So if you're a small business today and you recognize
this, you know you need to do something differently, but you're not sure where to start,
talk with Claude, talk with ChatGBT, talk with Gemini. Ask them how you can better position
your future-proof your business and better position your business to index on LLM's search results.
I personally have not done this yet. I've got a background in, you know, I built businesses with SEO, with, you know, leveraged Google reviews. I've not built a brick and mortar retail business
in the world of generative engine optimization. But if I was starting one today, that'd be the
first place I start. I'm not saying
throw away SEO. You still need a basic website. You still need to make sure you're doing well
on the SEO front. But if you're not thinking about geo and generative engine optimization,
you're missing out. Some of your competitors are, and they're going to win those search results.
And more and more people, to Joey's point, are going to head that direction. We could go on. If you have any thoughts,
comments, anyone else wants to talk AI and this article, Acquius, I did drop it. I pinned it up
top on the X spaces. It looks like you might've came in on the X video. You're one of the few
that found the X video today. But I did pin that it's,
it's if you just search something big is happening on X,
it was a,
it was the viral article of,
you know,
the day,
the week,
maybe the month.
I don't think it won any,
I don't think it won any,
like it wasn't even,
I don't think they got honorable mention in,
I said that it's actually doesn't, it doesn honorable mention. I said that.
It actually doesn't show on X-Search.
X-Search is so bad.
You got to scroll down.
Matt Schumer.
Matt, S-H-U-M-E-R is the author.
I'll drop the link in the abstract chat as well.
I'll try to pin it, drop it in that other chat. But yeah, I mean, it's got 28 million
impressions, 48,000 likes. I can't see how many bookmarks, but quite a few. It was...
I was trying to see where... Articles don't make it easy to see when it was published.
It was published on February 10th. So yesterday at 11, 16 a.m. It's not even out for 24 hours yet.
It has 28 million views.
That gives you, oh, I think there was an earlier version of it.
So this is maybe some updates, but good.
It's a long read, but it's one of those reads.
I don't use the word or the phrase often, but I think it should be required reading for all.
Not only you, if you're here, you probably at least have a basic understanding
of this shift, this societal shift that is happening, this cultural shift that is happening,
you know, how not just employees, but businesses can navigate through this shift.
So it's important for you to dive deeper. I think it's even more important for you to share,
if it's not this article, have the conversation with your friends, your family.
If you have business owners in your life, if you know friends or family that are business owners
that are figuring out what do I do next, this is sort of stuff, not just business owners, but
share with my daughter. I don't know what to tell my daughter exactly to focus on in school.
know what to tell my daughter exactly to focus on in school. I will say this, I'm not going to go off
on an education rant, but I'm grateful that when I was in school, I had a, I think they called it
computer class. And it was really what it was. It was a typing class. We, you know, for 45 minutes
a day, we used Mavis Beacon teaches typing. And while I didn't become a software programmer or a dev,
you know, I've spent a lot of time in tech.
I spent a lot of time from the computer and I don't know,
I've never, I haven't measured my typing skills in a very, very, very long time.
But at peak, it was probably like 75 words a minute.
So I'm not like a proficient secretary
that can bang out 150 words a minute, but I was not hunting and pecking. And I know this sounds
silly to us today. Most of you can type and you can even short form on your phones and type faster.
I could type on a keyboard. But I lived through an era where I had a competitive advantage in
the workforce because some of my peers that were 20, 30 years my senior would take them 15 minutes to type out an email that would take me a minute and
a half. This is far more impactful than that. And yet, like I said, I'm grateful that my school
forced me into a typing class because it taught me baseline skills that benefited me in my career,
skills that benefited me in my career, in my life, it's disappointing how many schools are
not only not teaching AI, they're anti, they're restricting it. They're not letting their kids
use it because they don't understand how to quote unquote control it. It's so important for the
younger generation to understand these changes and start embracing it. Like it's not going anywhere.
How crazy it gets, I don't know.
But in either scenario,
whether it's the dystopian future or the utopian future,
I do think you could build a pretty easy business case
where you're going to be far better off
if you're understanding this technology,
you're utilizing this technology, and you're helping it make your life more efficient,
you're helping to become more productive. You don't have to go be vibe coding apps and trying
to create a business out of it, but understanding it at least. Use it for an hour a day and see
what it... You never know. Maybe the next great idea strikes you as you're you know getting
it to do something or you just become a little more efficient in your day-to-day life there's
very little bad or or wrong and if you think oh it's a waste of time after a few months you're
not learning anything from it we'll move on but if you've not yet embraced it i i can't encourage
it enough and i also think it's for those that aren't close to tech or those kids that are in school and they're saying, don't use AI, it's evil.
This article or ones like this are important to share.
Diego, I'm not sure why the abstract feed freezes like that when we share it.
we share it. He asked why are Plapasaur and Cab3s here? Yeah, when we share the abstract link,
Yes, why are Plapasaur and Cab freezed here?
I think wherever I share it, it just locks that screen grab in and they're frozen in time.
Old Hatter added, I'm not agreeing with it. There's no stopping it. Your best chance is to learn
and use it as much as you can. My point is we're fools to not realize the huge global disruption path that has been unleashed.
And yeah, it's like the train's left the station.
It's been unleashed, and I don't think it goes back.
So it's like I'm an optimist.
I'm going to hope and believe that a good future lies ahead versus a dystopian one. But I'm not, I don't know that to
be a given. I just, I know what I can control and that's use the tech, not put my head in the sand
and ignore it. And I'm not trying to like fund anyone who's not using it yet. I just,
not using it yet. I just, if you use, let's say you used, I don't know,
ChatGPT in 2023 or 2024, you're like, ah, it's okay, but it's like a toy and then nobody wore
off. Use it again. It's gotten so much better. It's not just like the video creation's better.
It's better at understanding your prompts. Like In the early days, if you remember,
we used to have Bunchy on here early on talking about what you really had to understand. And you
still need to understand prompt. You still need to understand talk to it. But it's so much easier
just to talk in English and get results that you wanted versus where it was even a year ago.
And the rate of growth, the rate of evolution, the rate of advancement,
whatever you want to call it, it's unlike anything I've ever witnessed before,
including the internet, including smartphones. And in those, like the smartphone example is
the one I'm closest to. It seemed like, like if you live through that era, if you're my age,
It seemed like, like, if you live through that era, if you're my age, it seemed like it happened almost overnight.
It didn't.
But what did happen is, I'll see if I can find a critical mass chart, is once it clicked, once it hit that point of inflection, once it hit critical mass, it's probably like, it wasn't just the iPhone.
Like, at that point where we were, as mentioned, we were Verizon take rate was 3% smartphones. The iPhone was out. The iPhone was existed at that time. Now granted it was AT&T exclusive for the first five years, but people were using the iPhone. It was really like the app store. And then, and, and then once it hit critical mass, it did like hockey stick up. And you see that with a lot of things.
I think I've used the example of the refrigerator before.
Something seems like such an obvious technology, but it took it decades for the refrigerator to get to 2% penetration in the US.
And then once they hit 2%, hockey sticked up.
You see this with a lot of tech adoption, a lot of adoption period on new industry,
new stuff.
This is faster than anything we've seen.
And it doesn't guarantee that everyone's going to adopt it immediately or instantly.
But the rate of evolution isn't like, oh, the new iPhone dropped. The camera went from 14 megapixels to 22 megapixels. No, this is, we used to be a, these, these devs,
these engineers, they might've worked with AI to help create code and some back and forth. And then
they had to fix bugs and it gave him like, it got him a start, but then they had to go in and spend
hours of finishing it to where now AI can go work for 15, 20, an hour,
and come back with a very completing extensive projects
that without interaction, it can test itself.
It can do quality checks and do the testing
to where now when it returns the result,
oftentimes it's, it's perfect or exactly what you asked for. Diego, uh, in the abstract chat says
James Cameron Skynet. That's my concern. Humans could weaponize AI for the worst, uh, fastest,
uh, yeah. And, and I, you know, I think it was the anthropic one that, you know, it had, there
was like some bioweapon, uhapon concern in the most recent one,
as far as like, how do you keep guardrails on this stuff?
I don't know. It's a bigger brain than I.
I don't envy the people that are in charge or responsible for helping
controls, not the right word, but build these guardrails for these,
for the robots. I just,
I'm going to learn as much as I can, force myself. In fact, while I use
AI every day, I think I'm going to, starting today, power block an hour of my day and not just use it
in my day-to-day life, but spend an hour attempting to learn something new or use it for something I
wasn't using it for previously and really attempt to force my learning curve. Because while, yes, I know people who are deep in the AI trenches, people that are working for
these AI companies, people that have spun up a CloudBot the very first weekend of launch,
they're going to laugh at, oh, an hour a day, man, I'm using it 10 hours a day and I can't stop.
I get it. I still think if you spend an hour a day getting through your AI learning curve and understanding the technology, you're probably in not just the top 1% of the global population, probably the top 0.1%.
The dystopian or the utopian future are far greater if you're embracing it and you're in that top 0.01% than those who, oh, it's just a fad.
It's like the internet's going to go away.
One Hex adds, fastest way to learn prompting in the current status is Tina Huang's YouTube videos would use 20 plus 20 minutes to the following.
videos would use 20 plus 20 minutes to the following. Google's nine-hour AI prompt engineering
course in 20 minutes and essential AI skills for 2026, then FAFO. Tina Huang, I'll see if I can
go find Tina's channel. There's a new one for me. I'm going to post this in the chat. Thank you very much for the share.
And I will drop it back. I don't know if abstract will let me drop the link. Yeah, it did. I'm also
dropping in the chat and then I'll pin that up top. And yes, METR was the tracking I alluded to,
but I couldn't remember the name that was referenced in the
Something Biggest Is Happening article. There's an organization called METR, M-E-T-R, that actually
measures this with data. They track the length of real world tasks, measured by how long they
take a human expert that a model can complete successfully end to end without human help.
It was pretty astonishing. And it's something that
where it started, it was like 30, 60 seconds to where it's already days. And within the year or
two, it could go off for a month and complete whole projects end to end. I did just drop Tina's
YouTube channel in the chat. I'm going to pin that up top. And then I'll do a quick lap to see
if there's any other questions or comments or anyone wants to get in the conversation. Otherwise,
we're going to get you out of here a little bit earlier today and enjoy. Go spend, if not your
full hour, go spend this extra 15 minutes of your life. I'll give you back this morning on watching a video of Tina's or spend your
hour or your 15 minutes in learning something new as it relates to,
as it relates to AI. That said, enjoy the conversation.
Joey, appreciate you jumping up. I have no idea what was going on with X,
but I appreciate all of you that powered through it and found us, whether you found the video eventually or the X spaces,
or you're one of our abstract or YouTube loyalists, greatly appreciate you all.
While you're over there, I just subscribe to Tina's YouTube, 1.1 million. We're a few shy of
that. I would love to hit to a million someday,
but really just want to get to 500 ASAP. So that's my last shill for the YouTube sub.
And I see Gusty coming up real quick. Attempted to add, but it says you can speak,
but I don't see on stage. Doing X things today. It looks like an error adding Gusty.
So I'll see, maybe take a quick lap if you're hearing this.
And I'll wait.
And then, you know what?
Here's what we'll do.
We'll play the, we'll do a quick coffee break.
We'll see if Gusty can take a lap and join us.
Might want to talk a thing or two on Claynose.
And then we will get you out of here.
But let's do a quick coffee break.
Be right back. Thank you. hey gusty said it was an accident no apologies needed uh just wanted to see if you did want to
get up on anything to add uh you're welcome to. Payne, teacher Katie says, love it, loves the
coffee break. Payne's a legend. If you missed it, if you missed it, there's a new intro video.
Get here early tomorrow and check out the new intro. You may or may not be featured in there.
He featured a few community members, both their human faces, if they've been on stream, as well as some PFPs.
But the
legend pain delivered once again
on the new video
intro. We go live
at 8 a.m. Eastern, Monday through Friday. So be here
at 8 a.m. sharp tomorrow.
Catch an intro video. And
I am going to do
one follow-up or ask
of anyone, any bad buns connections to that team.
I'll shoot a few DMs, but I would like to get them on.
I'd like to chat a little more about this bridge and then more so deeper conversation on Prism and their launchpad.
The last news item I didn't hit on today is Robinhood.
Testnet went live.
That is, there's also an article or post rather pinned up top.
Public chain testnet is live.
Developers can build on a financial grade, Ethereum layer 2,
build on Arbitrum, designed to support tokenized real world
and digital assets, start building with the core foundation
of Robinhood chain, learn more from their newsroom.
It's just accelerating.
It's not just stables.
It's not just agentic.
The world is coming on chain.
May not be the most exciting time in crypto
from a trenches standpoint
or an NFT standpoint
or new games and dApps.
Although I did play the Showdown Poker game again this morning,
having some fun over there.
I don't have...
It is...
I'm trying to think of how to describe the time.
You could probably do one game in 10 minutes or less, I'm guessing.
I'll actually time it and see how long it does take.
But that is
if you want to do some explanation on MegaEth,
that is a game that is live and
ready. And then I did get a few
DMs from the conversation yesterday from some of the teams
we talked about. I'll be getting those teams on
in the near future as well.
But with that note,
go learn some AI today. Go spend some time
or at least
educate or scare your friends and family about the world that is coming.
I kid, but probably should make sure they're at least aware that the changes are coming.
And most industries will be disrupted, some rather significantly.
And it can be a good thing, can create massive opportunities as well,
so long as you're not ignoring it and get left behind. That said, we'll be back tomorrow.
If anyone has any, we'll see that the ZEET certified creator or the ZEET capital markets
does go live today. We'll get some more details on it and we will follow up tomorrow with a little more conversation around it if it's newsworthy.
And yeah, a lot of, a lot
happening. The future is here. And I just saw
you, one NFT founder, you said, one thing we've been thinking about, Mebco,
is how we can start executing as a 50-person company now
that we can 10x ourselves with AI tools.
The future is here.
So five employees operate executing as a 50-person company.
It's very real.
It's not just a straight path or an easy,
oh, this is exactly how you do it.
It's going to be different and nuanced for all.
But I think it's how you should be thinking.
Whether you're working somewhere,
you should think, how can I have 10 associates helping me be a 10-month more productive at my
job? Those people doing that are going to be the ones that get promoted and don't lose their job.
Or if you're a small business, if you're just starting, your first employees probably
should be AI agents. Shout out to Von Fronten and Shop Vanga. If you've got a team of 10,
how can you get that team of 10 to operate like 50? And if you don't, if you have 10 employees
and they're just operating like 10 employees, you probably need to spend some time educating
them and encouraging them or finding some other employees because your competitors
are likely doing this. Your competitors that have also have 10 employees are likely at least a few,
maybe not all, everyone on their team, but at least a few of them are operating at 10X now
with the help of AI. And if you're not, you're going to get passed by those competitors at some
point in the future. So I think it has never been a bigger time to learn new stuff and embrace technology.
Kausha just said U.S. hiring rate
at its lowest level since 2020.
Not surprised.
And I think it's, I don't think that's begun to drop yet.
You know, your larger corporations are usually slow movers.
I think this could be one of those things
that is slow and then all at once.
And I just, yes, we're going to talk crypto, blockchain tech here, AI, where it makes sense
on chain, but it's the end of the day, grateful for each and every one of you. It's a community
show. And if you're here, whether you're listening to the live show,
you're watching the live stream on YouTube,
or you're catching a podcast later,
or the Spotify stream,
care about you.
Take this stuff serious.
You don't have to make your whole career AI.
You don't have to become the AI person.
But I just, I can't encourage you enough
to start exploring, start experimenting,
and don't get left behind.
World's changing and at least acknowledging that it's changing fast, acknowledging that and embracing it and finding, you know, new ways for you to become more productive, more efficient.
And sometimes it doesn't, that doesn't mean working 10 times as much as you work today.
Hopefully it gives you time back to spend more time enjoying what you love to do with your family, your friends, your other creative endeavors, playing sports or being active.
It's just I think the worst thing you could do is ignore this. Of note, four or five long-term Yuga employees were recently laid off.
Dora asked, do I think this combination of AI maybe replaces with those roles combined with
Yuga change direction to more of a product? I think both. He says, either way, a bit sad about it.
I appreciate those individuals.
I'm hopeful those individuals have other things lined up.
I'm guessing they probably got a nice parting package from Yuga.
I think it's probably the right move for Yuga.
I'm not trying to be insensitive either.
It's just baked in reality.
It's like businesses who don't adapt and evolve here, they're going to get lapped.
They're going to have bloated payrolls where their competitors are running leaner, more efficient operations.
Not making things PVP, but look at Nuco and what Austin's building, the team over there, compared to Doodles.
I think there's a range of outcomes where Nuco surpasses what Doodles is building with Doodle AI, and they haven't raised 50 plus million dollars because they're a small, lean, nimble operation.
And they're building from ground up with AI at mind, not trying to keep up with AI as a larger organization.
So, yes, it is anytime anyone gets laid off or especially if it's unexpected, it is sad.
I feel for those individuals, empathetic to those individuals.
I do think it was probably inevitable.
And I kind of talked about before, it's like,
Yuga could have not made the move.
They could have just delayed it until another six months, another year.
And if they're delaying the inevitable, it's preventing the next door,
not to be cheesy, but it's preventing the next door from opening for those employees.
At least now they're able to hopefully go and find something to where they can use their
expertise, use their skill sets, and again, open their next door. like really find something that makes sense in the new society that is today.
I will share this post and I promise I'll let you out of here. I said I'll get you out of here
early. So I at least got to get you out of here a minute early. Jeremy asked, honest question,
why is everyone jumping ship at Yuga? This is very concerning to me. Can anyone offer insight,
clarity, or hope for the future of Yuga?
To which Garga responded.
I thought that was a great response.
It says, really sucks to have to say goodbye to some long-term team members.
Worst part of the job.
They are incredibly talented, and anyone would be lucky to have them.
We are doubling down on product plus engineering at Yuga.
plus engineering at Yuga and needed to reconfigure our team structure.
It needed to reconfigure our team structure.
Our latest acquisition brings in 26 folks into the company,
in addition to a lot of very key tech.
So yes, laid off for three, four, five individuals while adding 26 engineers.
engineers and not all 26 of those say probably not but as you guys focus more on i mean their
And not all 26 of those say, probably not.
home run swing is other side like they need to be hitting on all cylinders there they need the
talent and um hopefully those 26 individuals are leveraging this technology to where it's like the of 260 individuals.
I also,
I mean,
kind of like,
just keeping it real,
I think kind of what makes me sad
as it relates to Yuga
I think the other,
like they were mostly community people.
And I think the community aspect,
the community element of the Board of Yacht Club, I don't, it's not clear to me what that is going forward.
Doris says, I hope there is an Ape Fest in 2026. I do as well.
He says, I know it's the right thing to do for their long-term health. Still a stark reminder that the era of BAYC Yuga, as we knew it, is changing. Yeah, it certainly is. And there's no...
I mean, they've stated that.
They're also showing that with some of these moves
that the focus is on their side.
It's a massive swing.
I hope they hit it.
I wish they could do both.
I wish...
The club's not over.
There's still a very vibrant community.
They're building a clubhouse.
It's very clear the focus is other side.
And even so much as the community interaction, it's in other sides.
And rightfully so.
It likely should be.
I miss that element of the club. And I'd love to see it come back someday. I don't know if it ever will. But I look at Klaino's and Good Vibes Club and their focus on community and community activations and giving them something to do.
community and community activations and giving them something to do.
It's,
I would love to see some of that from Yuga as well.
And I know there's stuff to do on other side.
I get that,
fully understand that.
I understand they need to drive focus and attention there,
drive users there.
I get all that.
I just wish it was an and,
not an or.
And I can wish things and Hey,
maybe,
maybe I'm missing something. I just wish it was an and, not an or. And I can wish things and, hey, maybe I'm missing something. It does seem pretty clear that they're focusing on the tech.
And it's important.
They've got to nail that.
So I get it.
I understand the why behind it, I think.
It still doesn't...
I mean, door nailing it.
It still doesn't change the fact that
it's a reminder that it's changed.
The Yuga of today
is not like the Yuga of
21-22.
Bordeaux Piat Club,
and I think by default or by proxy,
the Bordeaux Piat Club is not the same as it was in 21-22.
I'm not saying it's right or wrong or indifferent,
but it's definitely different.
So I am saying that, I guess.
So all that to be said, it's 9.59. And last comment from Dory says, it seems like there's an opportunity for well-funded entrepreneurs to take the reins for ApeFest 2026 and actually
turn it into a profitable sponsor endeavor. I'll volunteer. I'd love to help. You go if you're
listening. I agree. Don't look at ApeFest as a cost center or an expense
or a time suck or something you don't have the human capital for. There's people in this
community that would love to help. I mean, shout out to Dort and Loll of the Saul. I'm not saying
this is why they let go a few community leads, but the reality is the community leads itself.
Look at Welcome Apes. Look at Dort and like what Dort and Loll of the Saul and many others. I know it's not just those two. So I'm not trying to, I missed the early hour. My apologies. Blame
Dort. I try to give you all like 10 minutes of your life back, but blame Dort. I kid.
What they do for the club with Welcome Apes and helping them onboarding new members,
making them feel welcome and helping those connections. A lot of other NFT, PFP brands, that's an employed position.
They have people on the team doing that sort of stuff.
And I'm not saying one way is right and one way is wrong, but my bigger point is I wholeheartedly
agree here.
Like if there's any consideration of canceling ApeFest or not doing it because A, we just
don't have the team or we don't want to spend money on it.
Well, then ask if some people in the community want to step up and help.
I know. Well, I don't know.
I believe I'm probably not the only one that would help.
I think there's a lot of people that are very passionate about the community.
I think a lot of people are also capable.
I think there's a lot of really talented entrepreneurs in the club.
And we've seen
this before. There's been side events, there's been many events,
community has been a part of
I think the last three ApeFests.
So, I don't know.
They may not go that route, but I hope
that at least is considered.
If they work, and I'm not starting
rumors either. I'm not saying there's not going to be an ApeF be an aid fest it was just a question and i agree i hope there is one
um it's a logical question to ask when when there's restructuring layoffs and most of those
that are are i've been they parted ways with our community roles so uh all that to be said,
go tune in to Welcome Apes today. Whether you're a new member,
you've been around for a while, or you just want to see a community-led initiative and more of what I'm just talking about, 4 p.m. Eastern today, Welcome Apes, just at Welcome Apes is the account.
Dorton Law, I'm not sure if there's anyone else co-hosting, but Dorton Law, unless I'm mistaken,
still man that Welcome Apes account, do an incredible, incredible job. Not just the space, uh, Dort and Law. I'm not sure if there's anyone else co-hosting, but Dort and Law, unless I'm mistaken,
still,
still man that welcome apes account,
do an incredible,
incredible job,
not just the space,
but incredible job.
Someone purchased a new ape.
They post out on the timeline.
Like the, the welcome reception they get is first class.
And proud to say that,
that ideated here on the show.
Talked about,
Hey,
how can we help the club?
How can we help things better?
Shout out to Vicky.
Vicky, if you hear this on a replay, like, thank you for bringing that idea up one day here on the show. Talked about, hey, how can we help the club? How can we help things better? Shout out to Vicky. Vicky, if you hear this on a replay, thank you for bringing that idea up one day here
on the show. And look what it's become. Shout out to Marav as well, doing awesome work, does a lot
of the design work and helps with the co-hosting and kind of the glue over there. But yeah, it's a
few passionate community members can do a lot when it comes to this the community building and
i'm i'm i again i don't want this to be taken out of context i'm not trying to sound insensitive to
those that just lost their job many of which were there for four years four almost five years in
some cases i'm doing my best to attempt to remove the individuals from my take or the
conversation because I do feel for them and I do hope they all land on their feet. I would agree.
They're all very likable people, talented people, and I hope the next door that's open for them is
one that 10X is their life. That said, I do understand the moves, even if it wasn't for
the tech stuff.
You talk about building a decentralized IP, it's okay to lean into your community for community stuff. Now, they need to be supported, which I have not kept too close to it, but they have supported, whether it be Yuga or Apeco, they've supported Welcome Apes.
I hope they continue to support Welcome Apes and more.
And to Dort's earlier point, like, yeah, if there's any consideration of winding down or
sunsetting ApeFest, please talk to the community first and see if there's a way to turn it into a,
even a cost-neutral event. I think it's very realistic. If not a profit center,
it should be a cost-neutral event for Yuga, and you can get a lot of help. Will it be the same as prior ApeFest? It'd be different. It could be better.
Are you going to have Eminem and Snoop Dogg and headlining music acts? Maybe, maybe not.
I don't think it really matters. That's just one person's opinion who's been to
all but one of the ApeFests. music's fine it's it's good but it's
it's not the reason i go to ape fest i think i speak for many other apes when i say that so
that said appreciate y'all hanging out with us today my apologies for keeping you four minutes
after after i said i'd get you out of here 10 minutes early but um good day today good day
enjoy the conversations appreciate y'all contributed and uh go do some ai homework that's uh that's my ass in addition to the youtube sub my only other ask is go do yourall contributed and go do some AI homework. That's my ask. In addition
to the YouTube sub, my only other ask is go do your AI homework. Go force some time if it's not
natural something you're doing already. And join us again tomorrow, 8 a.m. Eastern. We'll be back,
be here on time so you get to catch that banger new intro video. Thank you all so much. Have a
great day and we'll see y you all tomorrow morning. .
