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ALTCOIN SEASON!
Recorded: June 24, 2025 Duration: 3:32:36Space Recording
Short Summary
In a lively discussion, crypto enthusiasts explored the recent launch of the DMC token by DeLorean, the fundraising success of Polymarket, and the growing trends in altcoin recovery. Insights into partnerships, project launches, and yield opportunities highlighted the dynamic nature of the crypto market, signaling a positive outlook for future growth.
Full Transcription
Yo, we're about to get this going with a couple songs.
If you guys are just joining us, press that bottom right button, like, comment, retweet,
all that is appreciated.
If you guys do have anything you guys want to check out, put it in the comment section.
If you do want to come up and speak, feel free to request. We'll bring you guys do have anything you guys want to check out put it in the comment section If you do want to come up and speak feel free to request we'll bring you guys up
But yeah a couple songs and we will keep it pushing Oh
Scream and got one of my rules. I'll put it with oh
About two four passes. I can't install
Cash on the killer point. It's okay with coaches my heart
Smash I get a bit of breath in a minute minute I'm sure the problem We wish my goals
opening clothes
I'm spending millions on clothes
I'm making millions of clothes
Oh my shirt full of hoes
Don't wanna get a lot of hoes
Shout out my cousin my cousin my kin
My blood my phone
Hold my ten I plant that he give me water to grow
Have a million euros in a third world country I travel to coast
Always say that I want a young one and then that I do what they don't
They try to stop my growth, but that's just my goals
He white watching them wrong, they can't take my throne
Don't do the most they stole Mother law Money with it watching I'm wrong they can't take my throne little mustache
Money with a ball
She's my kid
One kiss he left a kid On the moon Man in the view is the same run a corner from Jordan Speeding the coupe jump going
I got the foreign imported
We always sold out the bracket
Now we gon' sell out the garden
Drop imma fuck up the market
Y'all gonna fill it a Martian
It's kissing me through like I'm partying
And I'm protected by Carpins
Them' try to stop my growth
That's just my goals
Me wait watchin' I'm grown They can't take my throne Just my gosh my gosh my gosh Oh all right we're about to get this going one more song if you guys are just joining us press that
bottom right button like comment retweet all of that is appreciated if you guys do have anything
you guys want to check out let's put in the comment section if you do want to come up and speak, feel free to request.
We'll bring you guys up.
But yeah, one more song and we'll keep it pushing. Oh Oh Fuck it up, fuck it up, fuck it up
I suck it up, huh
I took you fucking the pussy, I left her right her
Uppercut, uppercut, huh
Yeah, I'm married, huh
Yeah, my opps, huh
Yeah, can't get named me, ayy
Niggas wanna act like me, huh
Niggas wanna ride like me, huh
Niggas wanna flash like me, wanna count that chat like me
I thank God everyday, He keep blessing me
Got no time for no hoes, they be stressing me
I know those subliminals or sneak dance
When I see you, let you know what it is
Anytime I shoot my shot, I don't miss
Anytime I shoot my shot, it gon' switch
Fuck it up, fuck it up, fuck it up
I saw the heart, I stuck it up
I took me fucking to proceed with my throat I put cut, I put cut I
Just wanna rally me
He keep blessing me Got no time for no hoes, they be stressing me Got no time for no hoes, that's a no-no
I got Gucci on my clothes, it's not Polo
Can't be my ghost gang, I'm not Dolo
But you got a gangbang, ain't no solos
You only live once, tell her YOLO
I hit her from the back and she YOLO
Treat my dick like a blunt and she smoke smoke
Call me by my government like I'm Cuomo
What's you looking at me for?
Broke ass niggas get re-poked
Your lil' stain, tuck your chain
Pussy ass niggas get deboked
Don't lose your life, tryna earn no stride
That shit ain't worth it
Niggas get killed on purpose
I done seen niggas get killed for nothing
Just tryna get a lil' something Just trying to get a little something
Just trying to get some bread
trying to get some just trying to shake the face
I can't ever want to be under these head niggas want me dead
Yeah
I mean
Every day he keep blessing me I can't even be broke like I used to, make jokes like I used to
I can't show all my rules like I used to, fuck hoes like I used to
Paparazzi tryna run up on me but I did
They tryna crucify me for the things I said
I just told you all these creepy niggas wanna stand
I'm like radio and I hear voices in my head
I tell the best I speak in the most cause I'm mad
Until I break up with my bitch I'm gon' and chase the bag
Put some ice cubes on your neck and I'll call you crack
Put the Flintstones and you and they'll call you crack.
Put the flint stoves and you're watching them call you crack.
I see the slay.
But I ain't never be broke like I used to.
Make your slay. I used to.
I can't chill.
Go on the beat, boy.
All right.
If you guys are just joining us, press that bottom right button.
Like, comment, retweet.
All of that is appreciated.
If you guys do have anything you guys want us to check out, just put it in the comment section.
If you do want us, and if you do want to come up and speak, feel free to request.
We will bring you guys up.
But it's been the same day.
At least from what I've seen, everything's kind of been fucking recovering and fucking altcoin.
Say has been fucking cooking.
Don't know what the hell is kind of going on over there, but we'll tap into that in just a bit.
But yeah, what's good, Gigi? How are you doing today?
I'm good. Yeah, I think Se is just banking on the news because they're a prime candidate.
I think they're the number one candidate for the Wyoming stable coin.
So when I read the news and I saw the pump, I was like, Oh, they must've gotten it,
but they're, they're just a candidate, which is good because they're in the lead. Um, and I don't think that's going to be determined until July or August, it looks like. So there's a little bit of
time, but it's good to see, say pumping, uh, Powell did state that the economy's remaining strong despite all the uncertainty. And some people
took that as a little bearish on whether or not there's going to be a rate cut. But we're still
a couple of months away from September. So we'll see what happens with that. And then there's been
a lot of rumblings with Polymarket because they just raised almost 200 M.
So that's going to be exciting if they do do an IPO.
So lots of attention there.
And I'm sure a lot of people are farming it or have farmed it in case there is like some kind of token drop.
So that's exciting. And I think just back and forth between the ceasefire.
Is it a ceasefire?
Is it a partial ceasefire?
It's very confusing.
Yeah, is it a ceasefire or is it not?
Like I'm so focused.
It's a ceasefire unless I want to send you some missiles,
and I just want to get some off just because of whatever reason.
If they say it's communication, that's BS. We're in the big 25. Yeah, it's not like they're sending pigeons
for their communication. So I don't know. It sounds like there's been a lot of back and forth
in the past with ceasefires not being, you know, respected. So it's not a shock to a lot of people.
So I guess this was kind of expected. But I think Trump is not happy about it, though,
because his interview, I don't know if you saw any clips of it. He seemed really irritated.
So it's kind of his reputation on the line. I think he's taking it that way.
But I don't know if they're going to play fair we'll see what happens but good news um related to crypto robin his ceo um he did say crypto will replace traditional finance so yeah that's that's
pretty big that that low-key does make me feel some type of way i watched dumb money for the
first time like fucking two days ago and i'm just like i did for some reason i just feel some type
of way about them uh and it did i didn't even know all of that kind of went down with robin hood and
i'm just like i don't know if i'm a fan of these guys to even begin with i don't know but yeah
you don't want him to be pushing crypto or what what happened
on dub money that you were like this guy's a clown yeah for the the whole gme thing uh i wasn't part
yeah i didn't i wasn't watching all of that kind of play out during those times uh but like they
they like stopped buys for uh for gme i think because of i forgot what it was it was like yeah yeah they do
halt um it's not the first time it won't it probably won't be the last time because there
was one that they did not that long ago um either beginning of this year or end of last year that
they also halted but they do um what can you do it's like the double you know it crypto is going to mass adoption it's
going through regulation so um it's a big platform and a lot of people do use it so i feel like it
it does speed up adoption for us and i know a lot of people are against that but it's part of the growing pains um pros and cons here so yeah i hear you um i i guess like
people got over it and the stock is pumping so what else can you say yeah 100 also i've been
tapped into this thing called vibe trading and i think i'm about to get liquidated for my first time on a bunch of fucking trades.
And I kind of regret just going as crazy as I did on this fucking leverage, spontaneous leverage fucking place.
Oh, you and James Nguyen, right?
You guys are the vibe traders.
Yeah, but like, I thought I had it.
I genuinely thought I had it. I was like, bro, it's way too easy.
Why isn't everybody doing this? And now I see. Like, I was like, okay, let me turn up the leverage. Let me turn
up the amount. Like, usually I just, I don't know, especially when I'm farming something,
I'm just doing very low leverage and just a bit more liquidity, uh, where I will, uh, I don't
know where, where I'm not ever at risk of like liquidating myself. But like this is insanity.
Like it was fun for like when you're winning.
But like when you're not, it's it's it's I'm like watching this shit getting eviscerated just in the last hour.
And these are trades that I opened up last night that were doing so well this fucking morning.
Yeah, like I get you.
Are you doing isolated or cross positions i think they're
cross i don't know fucking like can it like can it draw down to your whole account balance or
just that one trades risk you put in wait it could do that yes you can either do isolated
where you like let's say i put in a 10x hundred dollar long i can only go down to negative
100 pnl or i can put in a cross where if i have 10k in my account um i can put in that hundred
dollar 10x long and it won't uh liquidate until i'm down ten thousand dollars i've been vibe
trading i i've seen the word cross uh i don't know if that's a good or bad thing.
Is that the good one or the bad one?
I mean, that just means that, like, we're, you know,
if let's say you're trading Bitcoin, you had a fat short end,
and it were to go to 110, like, your whole account could get liquidated, you know?
These are all longs, and, like, the last hour, everything's, like, fucking taking a hit so i should close it right or fuck it i'm just gonna do like are you are you still
positive pnl are you in the in the red now uh let me see actually he sounds pink red um he sounds
medium rare i did see your tweet though i made me laugh It was like I've been vibe trading leverage
Are you taking screenshots alpha?
You know what they say take profits not screenshots
No I did I did I did take profits
These were all during times that I've
Oh I'm still up
11% unlike some of them
Yeah no I mean
I'd let it ride
Yep fuck it
Yeah we're letting this shit ride, I guess.
This is part of vibe training.
You go as you feel it.
Yogi told me to open up an ETH long.
I did that.
And I ended up cooking somehow.
So I bet.
Mike, you told me to keep it open.
I'm keeping these open.
I'm not going to hold you to it, but it's just like, fuck it at this point.
Fuck it.
I was up decently earlier. But I guess, but it's just like fuck it at this point fuck it. I was up
Decently earlier, but I guess fuck it. It is what it is
But yeah, let's see. What's good. We got Canyon Mike. Are you guys doing it there? Hi, I'm good
Great what the hell have you been tapped into?
um same as you guys just trenching leverage trading altcoins
have you tried adding collateral for your leverage trades
not really because i don't really do super high risk like leverage plays whenever I do it's usually like a few X leverage like max
when it's when it's like my actual trades that I'm trading with a bit more
volume just so I can get a bit more volume but I've never needed to add
collateral I can add fucking cloud did what that just makes my liquidation
price go lower yeah exactly like basically it changes the leverage so like if
you say you put like a hundred dollars she get rugged yeah i don't hear anything i was trying to make you guys feel like you guys went crazy but uh
yeah i mean well with you we'll give her a minute but what's good mike how are you doing today
i'm doing amazing have you been you've been keeping an eye on that unstable coin
yes it's looking very very good yes i have been and kudos to you guys i think it's still a prime time i think you
should still uh make a large investment i think you've actually lost your damn mind but but i i
have it uh yeah i have a bit i have a bit we'll see how it does play out. Oh, you did get some. Good shit, Alpha.
Yeah, I, like, checked in this weekend, and I was like, oh, shit, 15.1 or 15.3.
Cool.
Bet.
Celebrated.
Popped my popper, and then I closed that Axiom.
But, yeah.
You bought at 15?
No, no.
I bought before that.
Okay, I'm just checking.
Did it go down lower after that?
I mean, it's been bouncing between like 13 and 15 the past couple of days.
Or day and a half, I guess.
You know what's still been cooking?
It's useless.
It's like 130.
It's kind of crazy.
Is that just like organic?
Or is it kind of bundled
uh bunkable I'll just say that
is anything
organic um that pumps
like everything's bundled but
it's determining whether it's
bullish or bearish bundles
yeah
no but you know what I mean with like aura
and that like uh
usd anal peg one that just like pumped you 100 mil in a day.
You can tell those are bundled.
I saw this.
I saw a tweet about, yeah, useless at 140.
Wasn't it like at 15 like a week or even lower?
Here, let me look at the daily chart uh yeah this
was at like down to 10 like three weeks ago which is like nuts and then it just had its kind of run
up i remember when they initially ran it up it ran up to like 40 but it's actually crazy everybody
had entry for the most part not some aura shit but it's actually a cook definitely dubs there
but yeah have the bunk cabal been pushing other tokens too or is it just strictly this useless
one my other one's still fucking cooked they haven't tweeted about it in a fucking minute
i don't know i haven't been watching as much. I mean, I'm still holding Hoseko, but I don't even know where it's at. But yeah, they're really pushing useless. It feels like I feel like they're also looking for a newer one. So just keeping my eyes to see if they pump a new one. But it's just been like too much to too much bandwidth. And it's been fragmented, I think because of all the war news all of the
info five there's just been a lot going on I feel that and are the trenches still cooking
like are people still catching gains and like these I don't know low caps there was that acid
AI that cooked it's actually trending number one um it is really
pumped so if you're looking at it just keep that in mind um but i have not been as tapped in i did
sell a majority of my gorbogana um that was like the last like bigger play that i did um let me
see where it's at it's at 21 today so it's still holding. Not too bad.
But I know Hello Kitty kind of did a pump.
But yeah, I think Acid AI is probably the most recent one.
But I would just be careful.
It's very new.
It's still only four hours old.
I feel that.
I feel that.
And I don't know.
There's been opportunities left, right, and center.
Also, if anybody's been on Kaido, they just had their airdrop for Magic Dune,
which is like, I don't know.
I think it's kind of huge.
I got a bet, and all I did was have stake to Kaido.
I didn't play around or just tweet about it, even in general,
but I heard it was a dub.
So definitely some dub shit going on over there.
Just everything.
There's just been a lot of news and a lot of uncertainty in the markets.
Now, everything's kind of recovering.
If your coin is getting a bit of volume, even now, I think there is chance for recovery.
But it's just like, there's some coins that I've seen that I've held a while ago that I was contemplating buying into that didn't get any volume back after, I don't know,
after this, like, last dump.
And I do kind of feel bad, but it just kind of confirmed to me
some of these fucking tickers are dead.
But we'll see.
Just a reminder that you're bringing up Kaido,
the Huma airdrop, if you did qualify for that, that ends tomorrow.
So make sure you check your YAP board and then under the airdrops column.
And then, yeah, the Newton, a lot of people got that for staking,
as well as if you did YAP about it, you got a pretty good payout.
And Infinex is also on there.
And I'm sure there's some other ones.
But those are just for stakers.
Also, KMD, my bad, you're back. But what were you saying before you wrecked out? Yeah, Twitter hates me. But basically, it's like, if you
match what your initial deposit was for the leverage trade, like with the collateral it will like cut your leverage in half so if you were doing 100x
then it would just turn to 50x and you would have like more wiggle room for getting liquidated
so can i like take out some of my margin or whatever it is and increase my leverage so I can go like
1000x if I take out 99% of it.
Yeah, you can do the opposite of what she just said and withdraw the, what do you call
it, and increase your leverage.
That sounds fun, actually.
So how do I do that?
Alpha, just be careful please i know you're on this vibe trading situation um and
you know it's hard to focus when you're on space so oh yeah actually actually i'm not gonna trade
i'm not gonna trade while i'm in space she's right i did that do the show you're gonna all
of a sudden he's gonna go quiet for a little while and all of a sudden you're gonna hear
oh fuck yeah no alpha you should honestly watch like a basics how to leverage
trade crypto video just because like divide trading doesn't include trading on fundamentals
does it look like i'm trading on fundamentals i'm trading strictly on five no i don't mean like that
type of tutorial i mean a tutorial on how to actually like the actual, how margin trading works.
So you know like what buttons you're clicking.
You mean like margin trading for dummies?
Yeah, exactly.
Like he just, it seems like he doesn't have an understanding of the actual.
I click the highest leverage and I click okay, brother.
Like it's as simple as that.
And if I feel like it's going up, it's going up. If I feel like it's it's as simple as that and if i feel like it's going up it's going up if i feel
like it's good bro like i've been on a winning streak uh till till right now till very recently
i've been on a very been on a fucking winning streak but uh i mean it is what it is i guess
but yeah are you gonna come back and be like all right i'm bored of that what's next i said that
yesterday and then i was like oh shit let me take a chance again, too.
But it is what it is.
What's good?
We got Kevin up here.
What's good, Kevin?
How are you doing today?
It's K-Money, too.
Fuck you, you fucking monkey.
At least it's not Mr. K-Money anymore.
Nah, nah.
That's...
Yeah, it's Mrs. now. No, here's yeah, it's misses now.
No, here's the thing, man.
I don't even know what you guys are talking about.
You guys are like, like you guys are giving each other advice on margin trading.
Is that what I walked into?
Yeah, it's like a new concept, brother.
It's called vibe leverage trading where you find the highest fucking multiplier
on leverage whether it's longs
or shorts and you just do that.
If you feel up, you go up. If you feel
down, you go down. And it's
not based off any fundamentals.
It's just based off vibes.
Yeah, well Hyperliquid
loves you guys because
all your liquidations go to their
fees.
Yeah.
Nothing much, man. Just fucking slept for
so long.
Yeah, and then there's the whole
ceasefire.
I'd love to see it.
This show is comedy, bro. I was seeing
Trump's interview this morning.
Bro's just saying the word fuck on
live TV is the funniest thing
I've ever seen in my life.
Yeah, it is.
He looks so disappointed, bro.
And honestly, dude, like, fuck it.
I voted for that.
You know what I mean?
Like, I voted for someone to be disappointed in Israel.
Like, never in the history of an American president have we ever had anyone just fucking
be, like, publicly just be like, man, like,
I'm really disappointed in Israel, so that's kind of cool.
Other than that, though,
chilling, you know. I have my bags.
The market
isn't extremely
volatile one way or the other, so
I'm not going to be entering new leverage
positions, so
I'm just going to be wasting my time talking to you guys. Wait, so I'm not going to be entering new leverage positions. So I'm just going to be wasting my time talking to you guys.
Wait, so I'm not supposed to be playing leverage?
It's not a good time?
You can do whatever you want.
I like trading leverage in a different way.
I only like doing it when things are extremely sold off.
I like obvious trades obvious trades and like obvious um entries so like right now um
dude far coin at like a dollar one um I don't know I don't know if it's like that like sure
like you know higher obviously you know I mean but like I like I like far coin at 88 cents I
don't know if we go there or not but if we do get anywhere closer that's like, I like Farcoin at $0.88. I don't know if we go there or not, but if we do get anywhere closer,
that's, like, what I would probably, like, max long.
Because, like, the ranges for Farcoin I'm looking at right now are, like,
it's, like, close to, like, $0.90, like $1.06.
So, like, at, like, $1.01 right now, it's, like, for my levels,
like, somewhat mid-range.
So, like, I'm probably not going to touch it.
But, you know, by all means means fucking do whatever you want to do.
I've heard, I don't know if it was you saying this, but like for others, people trading Farcoin on leverage just from like 80 or 75 to like a dollar and then back down.
Yeah, that's essentially, I don't know, like, hold on. Let me open up my fucking Hyper Liquid.
Fuck it.
Let's fucking, let's see these levels.
Okay, so, like, for me, personally, yeah, like, $1.06 seems to be, like, $1.06 or $1.08.
Like, that's kind of, like, the top of, like, this current range.
of like a like the top of like this current range uh and like what i would like to ideally look for
is like 88 cents or like like somewhere between 88 to 92 cents so like that's the kind of range i
would like to be like playing in this level uh until like obviously like whatever like the next
leg up is or next leg down and then i'll be trading those so like um if it holds like like
right now like let's say Farcoin was like
consistently holding a dollar one to a dollar, sorry, not a dollar one, a dollar six cents to
like a dollar eight, then I would be looking to like trade, uh, between like a dollar six to like
a dollar 20. And then like, that'd be like the, the ranges I would like to be kind of trading and then and so forth.
So, yeah, I don't know.
I mean, because like I've like the whole month of April and like the month of fucking May, like I traded Farcoin, like, you know, to the point where like I was like holding like
my entries and like they're really good.
But eventually you kind of get to a point where you're just you're spending
so much fucking money on um like you know funding and like keeping it open that uh i kind of pivoted
to just trading like different levels so yep i feel that and then what are your favorite things
to like leverage trade just strictly far coin and like btc and eth uh no i mean uh i've been trading like leverage like mog
and like leverage joe on imf um but like imf leverage is like it's it's a lot it's like not
as like degenerate as like fucking you know 10x leverage or anything like that like i think like
your uh ltv is like probably like 50% max or something.
So it's, you know, a lot less degen,
but I'm just using like IMF as like a way to kind of like...
Is that a real thing?
IMF?
Like, bro, I've seen it around where they have leverage for these meme coins.
I thought it was a joke.
Yeah, so it's like the website.
It's IMF.bz.
And so like, yeah, like they
Do you have like something on the background?
There's like this ringing noise I keep hearing.
Oh yeah, I have my Roomba going off
because I'm back home and so
I got my Roomba, Roomba-ing
just giving my
the floor the suck right now.
Use your Mog, Pepe, and
Joe bags to buy
more your bags.
Yeah, so this is a DeFi protocol.
So I've just been looping on here.
And then when you are borrowing against your meme coins,
you get a certain amount of yield of the IMF token.
And then on the flip side, if you wanted to uh lend usds then you also get
like a yield i think it's like 120 apr so um i don't know just been kind of like dabbling here
and there like i have like i i obviously like you know i'm still playing like trenches i'm not i
haven't really been playing like new pairs i've just been buying shit that has been holding
decently well
that is sub
a few mil market cap
and then have money on the side
but my day to day
just kind of passing time
shit is I'm just looping meme coins
on IMF and
waiting for obvious entries
on leverage bro this this platform has two options
after i hopped on warning credit is a weapon yeah let's mog i'm just a pussy is are the two options
yeah this is a serious platform like what you pick? What's your choice you pick?
I picked the last one. No, I have
a serious question for
K-Money.
Ready?
I have a serious answer.
Okay.
So, K-Money, a few months
ago, or maybe a couple months ago,
I sent you a message and I said,
hey, I just have to do my
due diligence i had a straight up dream about you and i just wanted to make sure you were okay
and you didn't respond and i wanted to make sure nothing happened to you with automobiles automobile or something in the kitchen.
Wait, wait, wait, hold on, hold on.
Did you like cut the brakes of my car or something?
No, I didn't. No, I have.
Okay, so you're asking if at any point in like, you know,
the recent months something happened to me regarding an automobile?
Or a kitchen.
Or a kitchen.
I mean, I have driven in my car,
and I have eaten in my kitchen.
But nothing bad has happened?
Oh, it has to be something bad.
Oh, it was a bad dream.
Yes, it was like I was concerned about you,
and so I sent you a message,
and I've seen you in these spaces,
but you and I have never talked before,
and I had this straight-up intense dream.
Was I getting, like, fucking murdered or something?
Don't ask.
You weren't getting murdered.
I'm not going to lie.
I also have dreams about Kate Bunny every single night.
And like, I don't know.
You do?
Yeah, and then I just call him.
It's just getting weirder and weirder.
I just call him in the middle of the night and I'm just like, hey, goodnight.
I just had a dream about you.
Yeah.
But I think he's good
I don't know
Yeah I
I appreciate you
Checking on my well being
But yeah
I've been okay
Good
And like I said in the message I wasn't trying to be weird
I was like I'm just doing my due diligence
Are you good
And I didn't hear back.
So I got a little kind of nervous, but not too terribly because I saw you around.
But now since here we are together, I thought I'd just straight up ask to make sure you're good.
I appreciate that.
Yeah.
Doing good other than, you know, just the Middle East is just fucking my bags.
But.
What's fucking your bags?
Just the Middle East.
Yeah, just the whole region.
Oh, the Middle East.
Middle East, yeah.
Nice.
Very, very serious question.
Uh, love to hear it, uh, and I'm glad to stay straight.
Oh, what's good?
Bad Brothers, how are you doing today?
Chilling, I guess.
Are you LARPing as a female?
Are you on the trend?
I'm jumping on the trend.
I'm a female now.
No one will know.
DM for Bob's.
What the hell have you been tapped?
Are you leverage trading, vibe trading, as I call it, Bad Brothers?
Uh, no.
You're just buying your ordinals and rooms?
I don't have any money.
Nice.
He just likes to hang out. Yeah, now I just hang out here. I don't have any money He just likes to hang out
Yeah, now I just hang out here. I don't have any money. I don't trade anything
I'm just you know poor person hangs out on Twitter. That's my job now
I feel that is vibe trading right now
No, no, no, no, no, I'm just daydreaming about some people up here right now.
But, no, this is jokes.
Do you not make today any weirder than it already has been?
No, it's like entertaining, though.
Like, other people's, like, I don't know.
It's entertaining.
No, I don't like this turn.
Let's, like, keep on track.
Okay, but let's get a little bit of a reset. I don't know. It's entertaining. I don't like this turn. Let's keep on track. Okay.
Let's get a little bit of a reset.
If you guys are just joining us, press that bottom right button.
Like, comment, retweet.
All of that is appreciated.
If you guys do have anything you guys want to check out, just put it in the comment section if you do want to come up and speak.
Yeah.
Just request and we'll bring you guys up.
But, yeah, it's been nuts.
Let's look at what these majors are fucking doing
and every time i look at these prices i'm just worried about if i'm about to get fucking
liquidated on some of these leverage plays but we got btc 105k holding really fucking well we got
eth uh up five percent on the date sitting at 20. are you really like about to get liquidated? I think so. Can I tell you why?
Why?
Because you're like...
If you're flexing P&L fucking cards on the timeline,
just fucking trim some profits, bro.
No, no.
What is P&L?
Profits and losses.
Yeah.
Profits, not screenshots i i took i took profits i 100
took profits on those trades i just did even more trades hey money it's been a long time since he's
had like this rush um oh oh yeah yeah yeah dude yeah like he's on like a bender it's like you
know he has like one night out he's like yeah i'll have like a couple drinks he's on like a bender. It's like, you know, he has like one night out. He's like, yeah, I'll have like a couple drinks
He's like wow like this is so much fun and then like next thing, you know
He's like just slamming heroin and he's like, yeah, man, like this is my life now. This is fucking sick
Um, yeah, be careful, bro. Yeah, you do it for like an hour
I did it for let's say in total like an hour yesterday and I was like, bro
I'm really good at this and I don't even know what the fundamentals of leverage trading are. And like, I've mentioned this before,
but like, bro, I do have some low leverage like plays on like these different platforms,
just so I can stack up volume for whatever it does kind of come out, whether it's on hyperliquid
or on lighter. But I was just like bro like these spontaneous decisions like
it's just meme coins don't give me that rush anymore and i was like bro these what's your
what's your volume on lighter uh what what why are you doing laughing emojis what's going on
over six like i'm not going too. Over six figs or six mil?
Did you say Oprah?
Yes.
I think he said Oprah.
But yeah.
Yeah.
Six.
Like, figures or mil?
I mean, it's not hard to stack up volume on lighter. No, it like that's what I was gonna give you advice like I was like dude like okay so like like the way I'm farming lighter
is like I have like like a three-prong approach okay so the first method is actually making money
and doing good trades right because like that way I have capital and I have money. The second method is I am going and I'm opening up like extremely high leverage,
uh, trades back and forth. So like, for instance, uh, you know, I started lighter with like,
I don't know, 25 grand or so. And I just started like running it up. And
like, once I hit like six figures on it, then I would allocate like 10 grand and I would open up
like a 40 X long on like Bitcoin. And then I would trade that for like a fucking like less than a
minute. And then I would close that and then I would short it and I would just kind of go back
and forth. And like, I would
try to like minimize like the amount of money I'm losing on the actual trades, but like, I'm just
racking up volume. So like, I would do that, um, to rack up volume. And then the final prong is I
would get liquidated because, uh, from like, I think hyper liquid, uh, like when they did like
their season one airdrop, uh, if I'm not mistaken, I'm pretty sure what paid out the most was liquidations
because obviously that's how Hyperliquid makes the most money.
So then I would just let some positions get liquidated, etc.
And so right now I have $40 million in volume, like on lighter in like the past like month. And I'm
just kind of trying to like maintain, uh, that as like a monthly volume. Uh, but even then that man,
like, like, I'm not gonna lie. And I'm not trying to like, uh, shit on anyone farming lighter or
anything like that. But dude, like I'm doing all this, I'm like busting my ass and shit. And like,
dude, you only get like so many points. I like, the people who were the earliest on it, like, they were getting, like,
by far, like, the most points. Like, I know someone who, like, his, his, like, total volume on
lighter was, like, I don't even know, man, like, two million or something, but he was very early,
and he got, like, some referrals and shit. Dude, he has, like, fucking, like, 20,000 points, whereas,
like, you know, I'm fucking doing all this shit back and forth, and, like, like fucking like 20,000 points. Whereas like, you know,
I'm fucking doing all this shit back and forth. And like, I'm like barely getting like 2000 points
every time like they, they, you know, drop the points. So it's like, it's one of those things
where like, at some point, I kind of became like, disheartened, because like, I'm like, man, like,
I wasn't that early. So it's not gonna payout's not gonna be that great. But like, I'm like, man, like I wasn't that early. So it's not going to pay. It's not going to be that great. But like, I'm still going to have some skin in the game.
So that's kind of my method.
I don't know if it's going to be a generational airdrop.
Because like, again, like, you know, it is like, you know, a perps decks.
So it is similar to hyperliquid in a few ways, but it's also not hyperliquid.
And so like, I think you should like lower your
expectations of whatever comes from it. And again, this is coming from someone who's like bullish on
lighter. That's not fun, but like, I'm just being honest, like, you know, uh, I think a lot of people
that are farming it, they're anticipating something, you know, similar to hyperliquid and
you're not going to get that when people are expecting that whereas like with hyperliquid
no one expected like no one expected that shit to go to fucking you know 40 dollars or whatever
the fuck it did yeah plus lighter is like vc back just like a16z and some other yeah but it's like
also dude like the thing so like because like i i when i started perps trading i started on lighter
because um i was like know, let me get some
fucking, you know, airdrop money.
Uh, so I, I started off like my, my perps career on lighter, but then at some point
when you, you know, uh, make enough money and you have like more size and more capital
to play with, then it kind of like works against you because like, I remember like I ran my
lighter account up from like, it was like 20 ish you because like, I remember like I ran my lighter account up from
like, it was like 20 ish grand to like a quarter mil. Uh, and then I tried opening up like, you
know, a quarter mil fucking like long on fart coin. Uh, and I, and I did it, but then I realized
like when I, when I had, when I was like up, like, you know, like a hundred K or whatever on it and
I was trying to close it. Uh, I was, I was like 45% of the open interest on lighter total.
Cause like, like there's not that much volume and liquidity. And then, so I had to just like,
you know, take a huge hit on slippage. I think my slippage ended up being like 33%, but I ended,
I had to like literally sit there for like six hours, like twopping out of my position, um, ended up losing like, I don't know, like probably like 20 ish grand. And then I moved, uh, this, like I moved
like, you know, that money to hyper liquid where this, you know, way more liquid is way more open
interest, way more volume. And so you could, you know, place bigger bets like that. And then,
so I just like kept 10 grand or whatever in lighter to like continue farming. So like my strategy is like, you know, uh, obviously make good trades on lighter if you
can.
Uh, once you, once you get up to like six figures or so and you want to keep trading,
like I would fucking send that money over to hyperliquid and then I would keep like
10 grand on lighter and then like rinse and repeat.
Um, but yeah.
Uh, also my other, my best advice I have for like leverage trading
is the moment you think you're good at this is like when you're about to get raped. That's that,
that's like, I think that's consensus with like leverage trading in general. Like the moment you
think you're like good at this and the moment you think like this is something, you know,
you could do like full time, like that, like you you're about to you're about to get liquidated.
What you don't realize is I'm the outlier.
Yes, I got in.
I had like a bunch of great trades the last 24 hours.
And yes, I'm probably about to get liquidated next hour or so.
But like, bro, the outlier is me.
But I do agree with
you with like a lot of what you said even with like hyper liquid just like you could have got
rewarded for a lot and like it is nobody was talking about it it was like one of the most
quietest cooks uh that we've seen in the space since like jito for example but i don't know i
think lighter has the potential to cook too and i don't see
anything wrong with like them uh i mean rewarding their earliest users like the best because i mean
most platforms do that do that like even with pump fun at least what i'm hearing now is like
they're trying to reward their earliest users and i don't know i think uh like i don't know
they wouldn't be put on the map if it wasn't
for their yeah there's nothing like no shade against them rewarding or like early users like
i think it's bullish obviously but i'm just saying it's like uh fuck we'll take the most
unk reference i can make um okay so 2021 when uh like ens did their airdrop right like it caught
everyone by surprise everyone was like
holy fuck everyone made a shit ton of money because it was like the first like major airdrop
of like that cycle and it like blew everyone's expectations away because they didn't really
have any expectations and then uh the next airdrop after that was like was it like fucking sos token
or something like that or like fucking um i think
it was like based off of like open sea volume or some shit like that so the the next airdrop
it did cook but like obviously there's like a a plateau of like the amount it could cook whereas
like you know ens everyone made like you know six to seven figures um the next airdrop that
happened because everyone you know had it in
their fucking peripheral this time like i think like five to six figures is kind of like what
they made so it's like kind of like i don't know like that's the way i look at it it's like
it'll it'll cook and like you know you'll make some money and shit but like i just like it'll
it won't be anywhere near like the amount of money like people would make with like
the original fucking airdrop this cycle which was like hyper liquid i had a real question for you are you playing any of these bunk coins
um like any new ones or like any of the ones that have already existed that have already like
existed kind of yeah i mean i don't know i i was trading a lot of like the bunk coins when they
first kind of like popped out and stuff.
Of course, like the only one I didn't trade is like the one that is like mooning the hardest right now.
So, yeah, no, not really.
The name, the actual ticker just doesn't do anything for me, but I'm only in it because of the cabal.
Like, or, you know, like they're gonna send it useless yeah i i yeah yeah i mean it just was not exciting yeah i i i mid-curved it because like i
saw it and i was like oh man like this feels like a far coin like coat play because it's like far
coin is like the original like useless kind of coin um but so i don't know i mid-curved the shit
out of it uh i'll fully admit that, it seems to be doing pretty well.
And, in hindsight, obviously, it was obvious.
But, uh, at the time, like, I was just like, yeah, like, I don't know, man.
Like, I'm good on, like, any, what I, you know, viewed as, like, a Farcoin co-play.
Like, I was just kind of over all of them.
We need to, like, return to good memes.
Like, bro, does it, it's like useless at least in my
opinion like yeah i'm probably mid-curving it too but it doesn't seem like a meme it just seems like
oh yeah like i don't know nowadays you're seeing everybody kind of just uh just because of who's
backing it is like why they're buying into this token not because they see some sort of like
memetic value which is like kind of crazy i think i saw like a gamesy clip where he was like yeah like
apu for example where he's talking about apu i don't have any exposure to apu but he was like
yo even if there is no token or the token does go to zero the meme will always be there
which i was like oh this is kind of crazy to even think about. But I don't know.
I think we need to return to, like, you know, memes.
Real memes and not just word.
I don't know.
Yeah, I mean, the problem, though, is, like, there's so many fucking coins now, right?
So it's, like, I don't know.
Like, that's been my whole, I guess like my whole like perspective on like the,
the current cycle is that like, there's just like a lot to choose from.
So that's why I like, I was just choosing from things that like made sense to me, which
like, I'm like more of like a, I guess like mid cap kind of guy.
So I just look at things that like have had a run and then like, you know, fucking had
a consolidation, like a pullback and they still have some sort of like, you know, fucking had a consolidation, like a pullback. And they still have some sort of like, you know, fucking meta relevance and or are on,
you know, a lot of exchanges.
So like, I just like, I like those coins.
Yeah.
And I think I saw this yesterday too, just on the topic of dilution where like, not yesterday,
but a couple of days ago, I mentioned it.
Whereas like somebody put out a tweet about how like the tokens
on ETH there's very few and like most the eyes go to those specific tokens whether it's like the
Joes or Moggs and Pepe's and just uh TickerBitcoin for example uh and like people are looking at
these tokens but like when you pivot over look at at Solana, there's, like, thousands of tokens to, like, kind of, or there's, like, a bunch of tokens to kind of choose from.
And, like, attention's kind of split off so many fucking directions where, like, people think they, everybody thinks they have the one, even though it might not be the one.
There's, quote, unquote, the one that's, like, under 10Ms or, like, tokens that are under 5 m's where people are like uh directing
their attention but they're like yo it's like a lot easier to maneuver through like the eth
trenches for the most part and i was like bro this is actually kind of nuts to think about
and i was like oh yeah like this might be this might be something in the future and just yeah
but but also i mean you're you're not wrong there but also the other thing to
consider is the fact that like uh things like uh pepe mog ticker bitcoin joe spx uh you know
they've they've been here for a while too though so it's like they have like built-in communities
um so it's like there's like i don't know some like more i guess like provenance even i hate
that fucking word uh there's like a there's like more of an established community already there
versus like trying to force something it's like you you see that anytime like people are showing
like some fucking brand new coin that just launched on pump phone they're always like oh it's like a
it's a cult community it's like this it's that and it's like they're just saying buzzwords but like they don't even
believe it themselves whereas like yeah dude like any of those eth memes i just listed like
there's all you know got launched in like 2023 so like it's been like if anyone is still supporting
those coins like two years after like that is like a cult community you know what i mean because
it's been fucking two years uh and you guys are still bullposting and still memeing this shit so uh there's like I don't know
there's like more like staying power yeah 100% and I don't know like time time is like a huge
thing for me and I'm like paying attention to time like what's kind of survived and still has
attention after six months or after a year and like it's kind of survived and still has attention after six months
or after a year and like it's not getting the traction that it deserves but like it's it's
still there and has some sort of medic value uh and i don't know like i haven't went out of my way
and started buying a bunch of these tokens but i'm just like there's still opportunities even
here like i'm seeing people show out every single fucking day for like tokens like uh what is it like i see nub uh comments under my the posts sometimes i i still
see retardio fucking posts in comments uh and i'm just like bro like these are actually kind of nuts
like i still see them as cults but i mean even after six to twelve months people are still bull
posting the shit out of it even cold with like m'lady
Like I'm starting to see more bull posts on that
Like I'm just like okay like it might be something to kind of pay attention to in the long run
Or they're just trying to dump on me, but either or we'll take the 50-50 chances
Yeah, I mean honestly good like a good strategy this I'm saying it's like dude. I don't know like I think
I've had more success um buying
things that like had a run up and like had a dump down and then buying like the lows of that then i
have like you know fucking aping like a new a new pair and like hoping to hit the lottery like sure
like that does happen and like it's great when it does happen but uh i think like more consistently
it's like you know i don't know i think like my
strategy is just like i just wait for things to like fucking run up i'll be sidelined and i just
wait for them to dump down and if there's still like some sort of like mind share there or
something then i'll like i'll size in um i'm okay like i'm perfectly fine taking a 20 to 50 X instead of a hundred, you know, like the random thousand X, you know?
A hundred percent makes sense.
But yeah, the other thing I would say, like, regarding, like, cause you, you mentioned some other, like, you know, coins like similar, but like are on Solana.
So the other thing I would like, just pay attention though, too, is like, you know uh are they on exchanges or not you know I mean so like if if they're not and if they probably can't be like I it's obviously
a little bit more riskier um because like I just think like you know whenever whenever the volume
is here or retails here or like markets bullish or like whatever it's just like anything that's
like the most accessible is probably going to be the one that like uh gains like the most volume and the most like attention from that so that's
i'm like dude like like i'm pretty like i love all the coins i have that are on like fucking
coinbase like i feel great like if a coin i own is like on coinbase like i feel fucking
it feels like way more lindy than if it's not you know what i mean um
and yeah i don't know this this might be a sleeper but like do you guys think i don't know just
thoughts on pingu like bro i have a bit of exposure but i've been thinking about like buying
a bit more because like it just i don't know like when i think cults like pudgy penguins have a
fucking cult and i thought they did it the right way but But it's still barely a 2x from like all time lows, which I'm just like, I don't know if there might be an opportunity there.
Like you guys, any of you guys still holding Pingu?
I'm still holding.
I think that they do have like a strong ecosystem.
You know, they are really trying to push the normie and adoption
forward. So I'm hoping that they pull that out. I do like seeing them on still on gifts. There's
obviously they did NASDAQ yesterday. So I'm not sure, but I feel like they have a really good
chance. Yeah, it's like when i've been thinking
about the last couple of days too i don't know i've been thinking about a bunch of these tokens
i don't even know what a fucking joe is i think i missed that part of the cycle last cycle uh
or not last cycle but like beginning of the cycle or like during the bear uh so i need to like tap
in on to see what the hell the point of some of these tokens are
but I heard it's an OG token
I guess
let's go we got Ian and Cena
up here too let's get Ian
how are you doing Dan then we'll go to see
I'm looking at my mic just to see if it's all set
you're a little low
here we'll give you a second It's like all set. You're a little low.
Okay, we'll give you a second.
Bro, just yell into the mic.
It's just going to crack.
Are you using the Solana phone or something?
I have an Aptos phone.
An extra Aptos phone.
First time, Ian? Is it first time? I have an Aptos phone, an extra Aptos phone. First time, Ian? Is it first time?
I have my, I have like a $4,000 computer. It's a little bit more now.
I love when people flex the price of their computer.
Okay, but my mic is plugged into my controller that's plugged into the PC. what have you what have you got for us today
and what's going on with you um nothing too much i have been looking at those uh streamer tokens
and uh about a week ago we were in here talking about like what's the next thing and we don't
think it's really going to be you know like the next cycle
like not going to be meme coins or nft art like it's probably going to be something else that we
haven't thought of i think there's a chance that these streamer tokens do something and it's just
because of how much pump fund is risking to do it and like how much they're going to inject in it so
i don't know i have to see like the next thing that they do with it
to like actually believe in it but we'll see
i mean it makes sense for a couple people but i'm not going to call it the next big thing brother
like the thing yeah not not like comparable to memes or nft not like
that it'll be smaller i think but i don't know the stream what's the most successful one it
gainsies is the most successful one so far right and it's like at 4.5 right now yeah
has kind of had a run i don't know like some of these base house ones i think they're having
problems like keeping a market cap they do have like little pumps here and there but so far we haven't seen
like the problem is like most creators and streamers are fucking broke so like
the moment they see they have some money from their fucking dog shit vaporware coin they're
gonna fucking sell that shit well that's why i think like the opportunity is not talking about
like crypto and
stuff like don't make it crypto base just make content on there and stream like other streamers
do um that's where i think yeah i'm like and i found one person so far i mean i i personally
and like you know maybe maybe i'm mid-curving i'm i'm like hard fading all these like metas of coins
because it's like dude it just kind of goes back to metas of coins because it's like,
dude,
it just kind of goes back to like NFTs,
bro.
It's like,
dude, like with NFTs,
everyone was like,
they'd be like begging some fucking guy to like pump their fucking bags.
Right.
They're just like fucking,
please,
please,
NFT founder,
please pump my bags.
Like,
please.
It's like,
it's the same shit with like these crater coins,
dude.
It's like,
I'd rather like for me personally, again, like if this is your strategy like by all means i wish you i
wish you the best but it's like why would i want like why would i pull my eggs in a basket hoping
some fucking random zoomer you know with like a fucking vape addiction is gonna pump my bags when
like i could just go and like meme with like a fucking decentralized community of
like thousands of other holders uh where we could just like make like you know reaction content or
like memes or like replies or raids or whatever um and it's like more organic because it's like
a community of people that are all like memeing something as opposed to just like oh my god like
did you see fucking like soul jakey what he did like oh like it's like i don't care dude that's that's isn't that the question i was
like isn't that the question i was brought up like months and months ago about some of these
meme coins uh just for example like even with like giga where we're like talking about like
even spx like keyman risk where we're like, yo, like brother's a key man. And like, bro, they do or say the wrong thing and it completely violates these charts.
And like, I think it's the same with these creator coins, like who outside of this space
is going.
So the thing is like, okay, like you're not wrong to like bring that up because like,
yeah, like, you know, there, there are key man risks for some coins, but like that, like
There are key man risks for some coins, but like that's the thing.
that's the thing.
It's like, dude, if, if Mara dropped dead or if fucking dip wheeler got, you know, ballistic missile striked or something.
Oh, you're on that list too.
You're on that list too.
Yeah.
Like, you know, there's still, there's still thousands of other holders that all fucking like believe in something and are all like memeing something.
And there's still like, you know, a fucking meme or a mission or something at play so like i don't think and like like yeah there is
there is some key man risk and that people would trade based on that key man but that's only like
a small part of it whereas like with like a creator coin it's all key man it's like it's
100 that so i don't know i don't like that personally no it's true like, man. It's like, it's a hundred percent that. So I don't know. I don't like that personally.
No, it's true.
Like what if they want to take a day off or a week off or, you know,
it's just like, it's literally the only creator coin that makes any sort of
sense to me at all.
And all of them are like, I would not trade any of them other than this one.
It would be like Gainsey because like, again, like, I don't know, man.
Gainsey as a creator is extremely Lindy in in the space like he's been here for a while he he
consistently goes viral he's thoughtful and a fucking decent trader like when he copes it's
like funny like all this you know i mean it's like he like he doesn't really have to try hard at all
uh and he just like naturally kind of like has like an audience and has like a certain amount
of aura.
And like, again, like I'm not like a Gainsey coin holder or anything like that, but I'm
just saying like, if I was to trade it, like it would, like I would only trade that and
like everything else would just be like, like everyone else is trying way too hard versus
like you have a guy that's like, who has the hairiest shoulders the world's ever seen with
the shittiest fucking camera and mic setup
ever and he's like consistently trading at a much higher market cap than anyone else who has to like
work with a producer and do some like cringe fucking segment or like bit to like try to go
viral he started a war though i mean just to get like to pump his coin i don't know
that's commitment yeah there just needs to be like, to pump his coin. I don't know. That's commitment.
Yeah, there just needs to be, like, more mechanics for me to see that I haven't thought of that they come out for me to be, like, convicted by it.
Bro, like, dude, if LaunchCoin isn't going to do good,
like, then, like, these creator coins are going to do good.
Because, like, Ben, like, everyone is, like, like,
Ben Pasternak is, like, essentially the essentially like a streamer in that sense
where he's like the biggest the key man of launch coin and like you see how poorly that's going
dude so like i don't know man i i personally don't like that much like centralized risk on anything
um so i don't know i i like things with, like, large communities versus, like, you know, fucking hoping some fucking random CT creator that, like, works with, like, Kelsier Ventures and, like, you know, like, fucking fake casino sites or something, like, goes viral.
I mean, what happened was I found somebody on there and her token kept going up and sent that like 50k market cap and she wasn't on
twitter we're not shilling it i'm not fucking shilling anything bro that's it you keep trying
to go back to it you're trying but i'm trying to explain like why i'm thinking this because
she she she may she may give you back brother i got you brother take every opportunity but like
the thing is look i i agree with him i'm my bet is on people in the
base house what if the next tg or the next k money okay hold on name them alpha do you even
know their name no absolutely not but like bro what if the next k money comes out of that house
the next fucking bull poster uh the next dip wheeler comes out of that house like you guys
do not realize the potential of of these people it's
not it's not about crypto that's the issue i think bro everybody there's nobody outside of
the crypto twitter space or crypto that's that is coming all useless everything we're trading
is useless nothing here makes sense that's what it is bro the thing is there's not net new people coming on to pump fun watching
these streams and buying these tokens or even watching these streams like it's people in in
in the crypto space who have some sort of financial incentive to to watch these streams that those are
the only people who are actually watching these streams i'm not going out of my way and watching
like even a gamesy stream i'm a huge or even rap like i got a lot of love for razz too but i'm not going out of my way and watching like even a gamesy stream i'm a huge or even like i got a lot of love for razz too but i'm not watching any of these streams thinking they're
gonna be the next fucking aiden ross i think it's an interesting concept i think bro if anyone
watches a full stream though like in its entirety and that's what you do all day like
damn bro some loser i'm just trying to think of like what those people like like what those people
like and listen to because i'm not like that either like i don't really have like uh like i
don't even go on the timeline really and look at what people are doing like it's just not my thing
but like if i could be i i see like on youtube or something and i do fucking ties and that can
drop a coin and like i wouldn't give a fuck no i wouldn't care either
and it wouldn't even make sense but that's what i mean like pump fire has to build it out like
a lot for it to work and i don't think we're really gonna see it um
yeah we haven't seen enough volume yet um until something really breaks out i don't think
attention is gonna flow that way because so far it just hasn't grabbed like enough mind share at all
yeah I need just more mechanics and stuff not just volume like I'm not
looking at it from like just a meme coin perspective like pump my bags like the
purse like they need a streamers to realize that like you can't just say
pump my bag pump my bag or say pump fun a million times on stream like just stupid um they they need real like content creators and how to get that is
really really difficult and we talk about that all the time what is eddie's coin called
is it dancing eddie i totally forgot he's streaming for pump fun as well
yeah a lot of these there's that clip of him dancing to HH
real, or did they edit
that music over it?
I don't know.
What's good, Bad Brothers?
I don't know what they're talking about.
Didn't see any reals.
Yeah, I just had my hand up.
I just wanted to make sure the space was going to be over by 7.
I don't know.
If it's not, you can leave by 7. Yeah, I'm on Mountain Town. I don't know if it's not you can leave by seven yeah i'm on i mean i don't know
it's just that um you know i'm trying to make it all back in one trade and you know gg and uh
tristan thompson stream is at seven you know i don't want to miss one second of potentially
catching the daily runner you know gg you're streaming with Tristan Thompson? Absolutely not, other Gigi.
Oh, fuck. Damn.
But, bro.
Is Tristan Thompson dropping a coin?
Is that what's going on?
I thought he tried to when all the celebrities were trying to do it.
There has to be something behind it.
There's a reason that this is happening.
Alpha, I mean, I know you've been keeping up with the Yaya House streams, right?
Yep.
Wait, I didn't even know it started.
I have no idea if it started, to be honest.
I'm not about to get liquidated.
That's what I've been paying attention to.
I think.
I don't know.
These charts are moving way too fucking volatile.
Or, I mean, yeah, I think I'm straight.
I'm straight.
I don't have the platform open, JJ.
I just have TradingView right in front of me with fucking four different charts.
And just in case, I don't even know what my liquidation prices are.
But it's just in case i see
a crazy ass fucking dip i want to be prepared i love how you like get into something and you go
full on um are you like this in relationships as well uh kind of for that i thought you guys
were dating thanks ian uh no we're friends ian um yeah but you have to be careful
you have to you know kind of take a breath when you're trading or when you're entering relationships
i think as well no you just you just bunch of love and then uh after that you just go ghost
and i mean uh i'm kidding i'm kidding i'm kidding or you go balls deep yeah just just uh
you know gifts everything all these good morning texts and then after after oh you mean love
bombing there's a word for that it's called love bombing no no no it's not to that do arabs love
bomb yes yes you guys like gift bomb too or just i can't say oh what's good fuck you alpha co
that's good fuck you too fuck you how are you doing today good bro i'm hoping this maestro
fucking a drop is gonna be insane i like maestro a lot i don't know is that the first trading bot
that's about to do an airdrop that's a good question did bonkbot ever do one nope
oh lovely i checked my og bonk wallet though uh that i traded uh it's like earlier last year and
i was like looking through it and i had a bunch of bonk token in there for some reason yeah you do
get referral um did you refer anybody i don't think so i maybe i don't know i don't remember bro maestro is
objectively one of my favorite bot like uh telegram wallets like straight up like like
you seriously have every single almost every single fucking chain on there like i really like
maestro and they just updated the ui ux i'm not just saying that there's gonna be a drop like
i i got what i got right like i'm not going to fucking sway the
price of whatever the fuck there is that they're dropping it could be absolutely worthless for all
i know i just know for a fact it'll be better than um what's that bridging platform that dropped
the coin or yeah oh my god it was horrendous it was so bad is it the one on blast wait what is it
are you talking about wallet connect no no there's a there's a there's a
website that you they gave points for bridging and you could you know you bridge from base to
sold to whatever the fuck it is no no nope nope nope nope there's another one there's another one
that that that was on your own i don't know they dropped a fucking coin it was thruster or orbiter orbiter orbiter fucking orbiter they dropped a coin
and the liquidity pool of the coin that they dropped was six thousand fucking dollars it was
i'm not even being dramatic they only put six thousand dollars in liquidity for their fucking
coin oh my god what a time Good times. Are markets that bad too
that you're searching for the next airdrop?
What is going on?
What do you mean?
I'm not searching for shit.
Hey, no airdrop shaming.
Jeez, he does DeFi.
I mean, he does leveraging for one day
and he's already airdrop shaming.
Bro, you see how much money some of these people
got paid from this new airdrop today?
It's actually kind of fucking nuts.
Yeah, it was a dub.
It was a fucking dub shut up but trading bot airdrop farming is completely different than info 5 like
uh it's 100 it is so i'm gonna shame the shit out of fucking tube were you around shut up were
you around for the um what do you call it ens airdrop alpha yeah i was and like the wtf and the so bro i only made like
like five grand off of or like not even bro maybe like a couple grand i'm not gonna even
larp like that but my friend made basically a whole new fucking
sorry i made a cadillac off of it he made like 80 grand off of the ens airdrop it was amazing
i i didn't i didn't make a crazy amount of money uh at all on that but i was like bro that's what
really hyped me up about airdrops it was like the first thing that i got uh to just rewarded for in
the space just for holding something and i was like bro is this how this space fucking works i
was like holy shit and then bro you remember that era it was like end of 21 era where we also got the gas uh gas or
where you got refunded for whatever gas you spent and then uh sos drop i forgot what that one was
called but there were all these drops that happened and i was like bro like this is huge i only had
one ens and i remember everybody's
flexing their fucking ens oh there it's as their name as their username so instead of toot squared
you got toot squared dot eth uh with a mutinate uh psp but it's i don't know it's like entertainment
time bro people cooked off of ens like and and not just the people who were like were early
the people who got like the og names i remember The people who got, like, the OG names.
I remember, like, Apple.eth sold for, like, some crazy amount, like, 500eth or some crazy shit.
Like, a lot of people who were super early and got all the three-digit numbers, even the four digits still have a fucking premium on them.
And, like, the OG names and shit like that.
Like, they fucking killed it.
I personally do not want to go back to that era though because
i remember how bad it got because like after three digits people start doing four digits and
then five digits and then i see people in my comments trying to shill six digit numbers to me
and i was just like bro what and then arabic digits and then russian digits and then uh it's
it's arabic digits flipped backwards and i'm just like bro what the hell
like i don't know oh my god you know the dubai princes they love their arab digits and their
license plate yeah they're gonna come by your fucking ens bro people are so good at finessing
in this space the greatest salesman in the world shut the fuck up look at you guys
but it was like bro people were actually like even now to this day like i still see this
pokemon ens is still go for a fucking premium like people are still talking about it people
are still trading them that's the hype right now it's been like it for for like over a year though
like bro i've seen so many people with like these different ens's uh just here and there there's
like a dow or something where like a community page and i like follow it i don't have a pokemon ens but i was just like bro this is kind
of crazy to even see like people are actually this passionate about these pokemon ens's i don't know
i'd love to see it but yeah bro snake oil fucking salesman brother especially once it got to seven
digits i was like bro like how many numbers like i don't know even
with like six digits i think yeah what is it called open c started integrating like four like
not integrating but like bro added the three digit and four digit category and everybody was going
crazy over it because like you can see these crazy sales people were spending double digit
eth prices on this and eth was i don't know it wasn't all-time high it could have
been all-time highs right before all-time high bro it was it was like literally over three
fucking grand wait can we bring those people back we need that delusion again they fucking left
there's people like let's round them up let's like say there's this huge airdrop let's like
hint at another ENS airdrop and see if they re-enter dude how the fuck are you gonna do
that when you have people like fucking Elon just cooking everyone's ass off of a platform he made as he was early and literally just withdrew it to Kraken?
Like straight to Kraken, bro.
It wasn't even like, it wasn't even to like any shit coins or anything.
I don't know.
I don't know.
We'll see.
I think it's, I think those eras are eras gone. Not forgotten.
Unfortunately, yeah. That level of delusion,
I don't know if we'll ever see that again.
I wouldn't mind having a three-digit ENS.
I ain't paying no fucking six bands for that shit.
You can go fuck your...
What would you do with it?
I don't know. It'd be pretty cool.
Imagine this utopian future
where actual crypto is
actually everywhere.
And I say, they're like, Hey, what's your ETH address?
I'll send you some ETH.
I'd be like, yeah, it's like 672.eth.
Wait, seriously?
You know, it's like having, it's like, it's like having like a super cool number.
I mean, phone numbers overseas.
I know the stupid conversation always comes up.
It's like clockwork.
Phone numbers overseas go for a premium, know like a like a big premium like
in jordan if you have like uh repeating digits or or like you know whatever it's like if you have
fast link or mobile come or whatever the fuck it is like 079-555-2222 like that number will be
worth a couple thousand dollars or some shit like that so like theoretically in the future
if this shit has any actual fucking use case
and people are transacting with it,
I don't know, maybe five, ten years from now,
maybe I'll have a use case.
I don't know, bro.
Are we really talking about ENS?
Send this fucking, send this maestro airdrop, bro.
Wait, wait, wait.
I think you're the one that brought it up.
Did I?
I thought it was Alpha Call.
No, I also got an anonymous DM that says,
I don't think Toot was around during that era.
He is still a new market participant.
Bro has buried him around for one cycle.
It's true.
That is Cap. I remember him with a fucking mutant ape.
That was a mutant ape.
Oh, that's right.
Wait, Gigi, how the fuck do you know that mutant ape that I don't know who it is?
She was around, brother. Were you oh no yeah I was around I was um I did start on ETH but I was heavy into Solana and Alva and I used to fight all the time yeah bro all these like bro too I
don't know if you remember there's there's like this time where we would like host these eat spaces and like bro it's like solana's for the pores and just like
all this different shit and then all these bro solana motherfuckers would come in and try to
psyop us at the time i still use solana i was like doing djn coin flips solana was at like a
couple hundred bucks uh and then you would like see they wouldn't pull up one deep brother it was
like they were moving militant it was like a hundred of them at the same time where you would say there was an army
amy uh gg like all these different even though bad brothers was part of it too if i remember was he
no dude yeah he was he was a d god uh uh all these different heads and i was just like even alpha
saying i was just like bro this is like crazy crazy fucking times at the time because like they wouldn't pull up this is just insane psyop how they were trying
to get everybody on uh solano we were trying to get you in early um but now we see where we're at
right so alpha's not fuck you alpha saying send my fucking pups you piece of shit bro i'm down
like a lot of money buy Buy the floor, bro.
Sweep the floor and pretend like there's volume like a good founder does and get people to FOMO in.
Yo, if we're going to get our bags wash traded, I have some bags that need wash trading, like some NFTs, for example.
I heard FOMO Nordnos are going to get wash traded.
You should buy some, AlphaGo.
Yeah, you got me fucked up.
What, bro?
They're like half a soul like what dude they're like
they're like 50 dollars now there's like you know the floor is lava yeah you've lost it i'm on
fucking open c right now looking at fucking ens names uh no bro you can't go on the on the open
c you have to go on fuck there's a website for like ens vision or something
oh i remember but yeah that's if you're trying to like register a new one though i thought
or no that's that's ens no bro no no the ens vision is the platform that you could buy them
on i think the prices are better and ens something is has a different name i don't think so the where
you register them it a completely different site bro
i can get a five digit ens for less than 0.001 eth holy shit yes i know uh what am i supposed to
do with it though are we running this back i'm kidding we're not running yeah i'm kidding
bro who i don't know who the hell wants four two four two three eath bro like
it's uh they're like selling all of these for like cheap let me see what so that's the 100k club
let's see 10k clubs are selling for 0.01 e let's see what the highest sales were at a point highest last sale 300 eth 000.eth was sold for sold for 333.eth was sold for 100
but these are insane numbers like looking back on some of these fucking purchases like bro it's actually so crazy uh the price history let's see
the highest offer it has is 1.8 eth which is insane okay price history
where do you even see it on i haven't used open scene so fucking long activity oh there we go
uh it sold two years ago it looks like december 30th 12 45 a.m it's crazy yeah we need that level
of delusion back i guess but i don't know it's kind of crazy looking back and reminiscing about
some of these things why do we keep going back to reminiscing like bro like it's i don't know
like we've been doing this last like fucking week it's kind of nuts. But what's good? We got Cass and Swan that we haven't welcomed up.
What's good, Cass?
How you doing, dude?
Bro, I came up because, too, it reminded me of the worst fucking airdrop of my entire life, which was Orbiter.
That shit was so fucking awful, dude.
I think I put, like, I don't know, like, maybe, like, five to, like, six figures worth of volume.
And I thought I was going to at least get, like, something. least get like something like you know something dude this shit was like six dollars
like it was legitimately the lowest amount of money i've ever seen sent to my fucking wallet
and i could have just like bought any like random nft like in the past like six months of that time
period and probably gotten a six dollar fucking airdrop it was actually
dog shit but that and now i also want to say you guys are talking about es and that same i just
realized i haven't seen a dot eth uh twitter handle in like three years like i don't even
know if anybody has like dot eth in their fucking twitter handles anymore so ens might be officially cooked yeah i mean it makes it convenient though like that's one thing i
did like even with like coinbase sending shit like it made it a lot easier finding these different
ens names you can literally send liquidity to whatever ens name that you wanted to which
convenience is like huge uh at least for me uh even if you are, bro, I forgot how much I even spent.
Bro, can you not copy and paste the wallet address you're going to send it to?
Yeah, but it makes it easier.
I like convenience, brother.
Like, bro, going from one wallet, copying, and then trying to DM it to myself.
Like, bro, you know how many times I've DMed a burner account to potentially, like, send shit to?
So I can, I just recently figured out too
with like between apple devices like you can copy on one device as long as your bluetooth and wi-fi
are on and then it can you can paste it directly uh on your whatever device which broads huge but
like before that i used to like just copy or just dm it to myself or text myself from one phone to
the other and just uh i don't know like but but it to myself or text myself from one phone to the other. And just, I don't know.
Like, but it makes it easier.
Like, I don't want to memorize a fucking ENS.
I hate copying and pasting every single time.
If I can just remember my ENS, whether it's, let's just say 424.eth and just send myself liquidity or just tell somebody instead of just sending them,
whatchamacallit, sending them a wallet address, like to just send to that wallet,
makes it so much easier.
Because I remember I made that mistake once last cycle where I ended up sending,
so for anybody who does remember, like we were doing whitelist giveaways and all these different things, giveaways.
I accidentally, so I had it copied and pasted.
One of the giveaway winners for a whitelist that I was supposed to just, I DMed the project page, the whitelist address.
And then I accidentally sold, sent, I think a few thousand dollars to that wallet.
I think I sold, sent an ETH.
And I didn't realize till like eight hours
later uh because like bro i'm not double checking these wallets that i'm sending shit to uh and then
uh i ended up figuring out hours later and i was just like oh shit uh and then i hit him up shout
out to fucking frank uh at the time but ended up sending it i was like yo bro can i call you ended up calling him we ended
up uh coming to a solution not a solution bro he no questions asked he was like bro i got you i'm
gonna send it to you i was like bro buy yourself an alien friend at the time too but it made it so
much like bro there's there's a lot of people who do what i do where they're not double checking
these wallets there's probably some people who do but like i've made this mistake so many times where i'm just like bro it makes it so much easier just send it to an ens look the the hopium for ens
people is that the saudi royal family and the dubai wealthy all jump in and really love the
idea of having like super cool ens names like they have license plates because that's about it like i don't
you can you can make your own domain like name like you don't have to use ens either so it's
kind of like just kind of fucking cooked but yeah i'm not talking about it for like vanity metrics
though like for to make it easier something that resonates with you uh which i think is like uh i
don't know something that resonates with you where you can just use it for yourself and just you don't even have to identify with it but it just makes it
convenient to uh transfer liquidity also it looks like i'm not about to get fucking liquidated holy
shits bro like i i i really am him with this fucking leverage shit like bro vibe trading is
really for me uh to just wanted to put that out there but uh yeah that's we'll see we'll see bring those skills to hyper liquid bro
very soon yeah it's coming up it's good bro i still trade on hyper liquid just stacking up
we'll see that's hyper evm bro just just do it just keep the eyes open that's all i'm saying i mean i still have a decent
amount of hype and i didn't even have to like play leverage even for that like you could have
spot bought like whatever at the time like whether it's e up at eftc i think sold too uh especially
like the super early days of hype and like uh i don't know i didn't really get tapped into like leverage like that
on hyper liquid especially initially uh which was like huge but yeah now i'm like playing around
with it a bit more so not a bit more size but just like trying to put more volume and i know
for anybody who was looking for volume trades or how to stack up volume on some of these platforms
kevin like beginning of space kind of did give us the rundown but we'll see what though have you been tapped into the guest
i'm just looping enjoying these uh longs that i put in at the somehow perfect fucking bottom
um but i'm just you know special very special needs so it could have been fucking terrible decision uh but
yeah i think the the thing that's going to be the main focus for me is just doing a lot of perps
trading on whatever um new platforms come out with like hip3 and hyperliquid and playing around
on the d5 stuff because that's the yeah that's the name of the game with HyperEvion there's
a lot of cool projects that are out and about and you can hopefully front run some of these
opportunities that are going to come because most of them don't have tokens and they're
hopefully going to have like the hyper liquid ethos of airdropping decent amounts and then
buying back their own tokens are helping to kind of keep the hype value going.
But yeah, there's a lot out there.
It's just kind of easy compared to trying to fucking trench demon
play every fucking 10K shitter that comes out of Solano.
Solana, so.
Off is vibe trading.
No, I'm not vibe trading.
I am not vibe trading.
No, I was going to do some rage bait shit,
but just tell everybody I'm really the good
of this vibe trading shit,
but I'm going to hold off just a few seconds.
Have you seen any new projects that are dropping on HyperLogard?
I think I saw one called Lume or something like that.
Do you know anything about that one?
I don't know about that one.
I think the easy one to pay attention to is probably Liquid Loot.
If anybody's wanting to get easy access, they have NFT Marketplace.
And basically, there's already rewards if you buy Hypeos or if you start trading, they're going to have their own token airdrop coming.
And the team is very connected to Hypeos.
to Hypeo is one of the bigger like Hypeo holders that kind of started it so it's a pretty dope
They're one of the bigger Hypeo holders that kind of started it.
project that I think they're gonna they're gonna have a lot of fun and a lot of benefits for for
people over time and they're gonna do NFT lending too for any degenerates that likes to do that stuff
has NFT lending ever worked out well for anybody though I can't think of a like it works out if it if the
floor takes a huge dump but it depends on the tvl like a lot of these um lending platforms don't
give you really good tvl so um yeah it just depends on the market but in case there's a huge dump
then it works out like i used to use Sharky for Solana,
but I haven't really done...
I did one on ETH for DGods, I want to say,
but that was a long time ago.
I remember Blur.
Blur has it.
There's, like, NFT5 and a couple other platforms
that did it on ETH, too.
And I think X2Y2 for a bit might have.
I have to double-check.
But there were a lot of platforms that did it,
but I don't remember any that really did it well or that rewarded people really well for the most part
i wouldn't look for yeah the sharking uh the sharky um token job was really dismal but um
yeah if you're ever like trying to hedge against your NFT, sometimes it's worth it.
But I would just make sure to check the TVL.
I didn't like the way Blur is set up because you have to post it and then somebody has to accept it.
And it's not like that on some of the other platforms.
So, yeah.
There's a lot of room for that to grow, I think.
If somebody hasn't done it right, I feel like.
Yeah, because I remember i i still use
nft5 for uh or is it nftx it's one of the two where i use for buying nfts because it makes it
a lot easier there's people who do put out these or take loans on these nfts but like the only
risk there is with it is like the risk of you losing or putting it at risk or losing the asset that you could potentially really like.
So if you do really like the traits that are on your asset and you put it up over here for a loan or whatever, you could potentially lose that specific one.
Yes, you can pick up another one right after, but I don't know.
It's an interesting concept.
I still go on these platforms.
If I see something that I like
or these rare assets or rare traits,
I'm just like, oh shit, let me pick this up
and see if there is...
I don't know if there's upside to it,
but there have been a couple.
I think the main problem is that
there's just not enough interest in nfts
right now for a lot of these older collections so like unless it's like a really hot collection
you're not going to see good um tvls or you know a good reason to even loan it out because
some of them are like below 50 percent of the value so you might as well just take a risk of selling it.
No, 100%.
I'm like trying to find what this site was.
My bad.
Oh yeah, NFT5.
NFTX.
Yeah, they're both, I think.
But NFT5 is definitely one of them.
But I don't think it's the one that i mainly use nftx is also
yeah nftx is the one that i use uh and like even with like remis for example or whatever i'm like
kind of using to like buy like you can see these i don't know even with like penguins, you can find a rare one for a lot lower than you would like pay trying to look for it, trying to find it on the floor or just on these like other platforms, which I think are still dope.
What's good? We got Swano up here too. Let's get Swan.
Bro's been quiet. Yeah, I just got out the shower, bro. Let's get this one. Bro, it's been quiet.
Yeah, I just got out the shower, bro. It's popping.
It's good, gang. How you doing, Dave?
I'm chilling, man.
It's, uh,
started raining.
I was about to go up to the pool, and it was like,
nah, it's just fucking full-on
rainstorm type shit.
So I'm like, I ain't going up to the pool no more.
Are you out here?
Thunder and pool
on the roof is not a good mix.
I mean,
you know, they call me
Mr. Take-a-Risk, but sometimes
sometimes... Yeah, and stream it. You should stream it.
Yeah, you think so?
I should launch a token
on PalmFond and stream it?
I would never wish that on you.
What do you think about streamer coins, Swan?
Holy fuck.
Oh, it's thundering out there.
I'm in the back, dude.
I just heard that shit.
What?
You said what, GG?
What do you think about these streamer coins?
Um, you know, like, honestly, I don't think too poorly of them like i'm not gonna take like
the all this shit's fucking gay approach because like i think it's i think it's an approach you
know what i mean and i think it's a i think it is a sellable product to tv networks possibly i think
there's some kinks that got to be worked out,
but I think it's a pitch, you know?
I think it's like a viable pitch.
You know, like putting a currency on someone's life.
There's so many movies about it, you know,
that we've seen over the years
that eventually, you know, it's going to become a reality
where they're going to go away from like the voting system
into the like, you know,
we're in a gambling fucking society now. Everything's gambling. Gambling's opening up
across the States more and more every year. Um, and so I think eventually, you know, maybe,
maybe there's a, maybe there's a play there in, uh, the entertainment world where you can like,
and like the people who have been doing it, you know, via PumpFun may have an edge there. But other than that, I don't really see it becoming like the fucking future of
streaming. You know what I mean? You mean like that Black Mirror episode where-
I'm shit like that.
But then it's like, I don't think that's sustainable. That's the only thing because
there's only so many things somebody can be dared to do for, you know, I'll pay you $100 to do this. And then after a while, people get bored and they move on because they run out of, you know, content, basically. But yeah, I don't know if TV or I don't know if it's going to be like something that we're going to be watching on Netflix and
things like that like that'd be a wild jump but I like your optimism yeah but the weather's been
insane there's been like snow in certain parts of the country and then there's like a major heat
wave I don't know if that's up over but yeah I saw weather that was like over 100 degrees in certain spots people were like
yeah it's um greenhouse effect and all of this oh it'd be like 90 and shit oh see like i come
outside and i was like hella fucking clouds um because you know i'm in a high rise and shit
like that living good all up high up and shit so i'll really be up in the clouds with it um
you know what i mean? But yeah.
You're living that good life, huh?
I'm getting fucked the worst way.
Like, bro, they literally candled this shit up just for it to get three candled fucking down.
Like, bro, this shit's fucking AIDS.
You know what's crazy, though?
You know what's crazy?
If you would have just held the long that that fool told you to open yesterday would have been a profit.
This is a long. I'm still in the east long that was called on your spaces yesterday, and I'm up.
That's all I'm going to say.
On the east long?
Yeah.
Yeah?
I closed that shit up 100%.
I'm sure you have.
I'm well aware that you're out of that thing.
He's 10 trades away from that one.
Yeah.
Oh, I know.
He's just...
I'm like... Yeah, Alpha, do you remember? You remember you're like yeah i won't be looking at it don't worry i won't be distracted here we go this is like remember that
time you traded that meme coin live and you were like we're so distracted this is what it reminds
me of you gotta split your accounts you gotta split your liquidity across multiple accounts. Yes, I'm going to split the personalities.
One personality would be focused on that.
So that you don't out-trade out of the good trades.
You know what I mean?
You've got to split it up so that you can keep your long.
And then if you want to do some retard shit and go 40x short, whatever you're doing,
you toss the money over to a different one.
You don't just fucking close your good trades to take retarded trades.
You just head your own trades.
Yeah, exactly.
I'm going to keep doing this until I lose.
I'm the go to this shit.
Deadass, for real, for real.
No cap.
I'm back up.
Three more green candles.
Yeah, so let's get back into...
Bro, it's been thunderstorming.
Or there's been fucking crazy rain out here too for the last few hours, which is kind of crazy.
Really?
100%.
Like, bro, thunder and everything.
Which is kind of crazy.
But, I mean, we'll see.
I think it's global warming, even though you guys do...
I don't know.
Global warming is like...
There's a bunch of fake Republicans in here, you know?
What do you mean by that?
Nothing.
Yeah, fake Republicans are responsible for global warming.
Anybody who smokes a cigarette instead of vaping in 2025 is responsible for global
warming because you have the option of just like not putting out pollutants but instead
you are choosing to part of the 90s is part of the 90s thing going back like you know like
so like besides like the jenco jeans and like all the stupid that you guys are doing now that
you know because i look back at the 90s and i was like what the was i doing so i did all that stupid um you're gonna realize that one day when you look back at
your pictures or whatever like i even saw like a girl at the gym and she had like um they weren't
exactly boxers like back in the 90s we had like our boxers like showing up out of our like jeans
but she had something like a very similar look like it was like undershorts with like sweatpants
and then like the band was showing or whatever so yeah all the and then so i guess they decided like vaping is not cool but like
i smoked cigarettes in the 90s and now i vape unfortunately i'm trying to quit that um so i
think it's just part of that that kind of thing but that's not really what i came to talk about
i just wanted to make sure that i heard this right i was enjoying my dinner and this motherfucker alpha just says
he says look i'm i'm leverage trading and i haven't lost so instead of taking my wins i'm
just gonna keep doing this until i lose um is that what you said like so like
by definition you're just not happy until you lose all your shit
i did the thing is i don't lose, brother.
It's either I get bored or I lose.
There's no fucking in-betweens. Are you going to increase
the level of difficulty?
If you don't lose or get
stopped out or get liquidated, are you
going to increase the leverage every time until
you actually get liquidated?
Or when. It's one of the two.
Oh, so the theory is that you might never lose
yeah i mean i i'm like nine for ten uh in the last like fucking like 48 hours
i think honestly the bigger issue here at hand is that this guy said he'd feel more comfortable
looking at photos of him vaping than photos of him back in the 90s
holding a cigarette and i think that's the issue with today's society man holding a cigarette in
a photo is way fucking cooler than fucking being caught with the photo of you clutching the the
vape behind the phone hand hand in the hand with the fucking vape in the phone god man i see photos
of people fucking clutching the vape with the phone and it's it's like the hand with the fucking vape in the phone god man i see photos of people fucking
clutching the vape with the phone and it's it's like the it's the most embarrassing shit you could
be caught doing in a photo honestly besides like i'm your dick out or something i don't know the
cigarette's pretty bad dude i know like there's like this whole like wave of like oh like the
cigarette's not as bad as the vape or whatever. But like, I know when I smoke cigarettes, like I could barely go up like a flight of
stairs and I vape and I've run up to like past 10 miles.
I run every day now.
It's two different fucking things.
So like, I don't know, like it might have like a visual aspect to it that you find somewhat
nostalgic and endearing and romanticized, but, and that shit fucking tears you up.
You smell like
shit there's nothing there's nothing redeeming about it outside of looking at it in a picture
i think cigarette smokers are cool uh but yeah what the hell have you been tapped into english
have you been tapped into the markets recently no man you know you know i was sidelined all the way up. And so I stayed patient, man.
This was the first dip.
Bitcoin didn't hit my target, so I didn't really dip it.
Like the risk reward is not there.
But I told you I had bought SWE before.
Things kept on dipping, so I just kept on adding to my fart and hype.
And I'm just keeping it simple towards the end of the cycle, man.
I just remember, you know, in November 2024, maybe a little bit even before that, but definitely peaked out in November 2024.
Everybody was saying, like, this is not sustainable.
We can't have, like, hundreds of fucking coins and, like, half of them are over 100 million market cap.
And, like, you know, a good handful are over a billion.
Like, it's not sustainable.
And so the theory was that, like, they would consolidate to, like, just the good coins. million market cap and a good handful are over a billion. It's not sustainable.
And so the theory was that they would consolidate to just the good coins. And it seems like that's kind of happened. There's just not that many that are going to 100 million that are new,
not that many that are staying over 100 million or ones that were previously 1 billion are now
like 100 million. And so that's where we're at.
So I don't know.
I still, on the four-year cycle,
I still think there's going to be a lot of pain next year sometime,
whether that's the end of 2026 or whatever.
But I think we have a free ride for the rest of the year
and maybe even the beginning of next year.
And so I'm happy to be stabled up the majority of my money.
And if 20%, 30% of my overall portfolio is not stapled up and I get some exponential gains, I'll be pretty happy that way, too.
And when Bitcoin's back to, you know, 50, 60 thousand dollars, then I'll start buying some of there and I'll see which alts didn't get fucking thrashed down to like down 95 percent, down 90 percent.
I'll just pick up the ones that went down like 70% and then,
you know, we'll run it back for the next, you know, cycle.
Do you, do you see any alts right now? So it's, uh, that, that do have, uh, the potential to last
like a few years. Like I, this was a question, I think, who was it? It was like Gainsey or Kobe
who like brought it up uh where they were
like you know like which altcoins can you see having some uh semblance of uh i don't know
relevance it's a very it's a very it's a different it's a weird question because a lot of coins can
can do well like a lot of tokens ecosystems can do well without necessarily being like the best
investment, right? Like Ethereum can be like very robust and people use it and the token price
doesn't go up that much, right? Like, but that's not what we're really looking for. We're not
looking for, you know, so I think newer coins with a newer narrative and, and, and I don't really look
at it. Like, I don't want the old cycle coin that persisted you know like if you're like a set it and forget it person and you believe in memes over you know years and
decades you know maybe buy some doge like that's pretty fucking safe you know so if you think just
memes do well like that'll probably continue to do well um but yeah i just think you have to kind
of look for the new narrative you know and and see what's there because that's what when people
for that just buy bitcoin man like bitcoin and see what's there. Because that's what when people for that, just buy Bitcoin, man, like Bitcoin. And that's it. Like buy Bitcoin, find some cool
like stocks that you like that are like that are going to do well. And but we're picking alts
because of outperformance. Like I don't think we're picking them because of the robust ecosystem
that's dev friendly and people are building on it. Like, yeah, that's great. Like if you're a
builder and you like the tech, but we're talking about like how to like outperform Bitcoin.
Cause otherwise like,
what's the fucking point?
Like,
am I happy that I bought a theorem and a theorems flourishing,
but the price action hasn't beat Bitcoin.
Like,
I don't know.
I just rather buy Bitcoin.
A hundred percent.
And for anybody who wanted to see the question,
so I pinned it up. It was from Kobe three days ago. If you have to buy liquid slash non-venture crypto for a three to five year time horizon, you're not allowed to buy BTC, ETH, hype, soul, or hold stable coins. What do you buy and why want to find some intelligent people with good uh non-obvious ideas to follow uh which i think it's like something to kind of consider especially right now like there are some people
who do have like these longer time horizons with some of these tokens and most of them do include
like the eats the btcs the souls the hypes uh suey at least for me is also on that list too
but like yeah it's not that i was to say that's the obvious pick, right?
Because you're not talking about decades here.
You're just talking about three to five years.
So you're going to say it's going to survive the theoretical bear that we assume is going to happen
and is going to thrive in the next bull cycle.
And I think the obvious pick that's not on that list is Sui.
Maybe Say could be there, a couple of other.
But it's not going to be like, I mean, you can pick safer ones like that have been around that don't really do anything and are just memes at this point.
Cardano, XRP, whatever.
But that's not really my flavor.
They should have a puking emoji.
Yep.
So for sure, was XRP on that list?
I didn't hear anyone reading off the list.
The XRP army and the public
just loves that coin, so that one's
a possible contender,
but definitely we should be
on that. Yeah, it's a meme coin. There's some good meme
coins out there, so you can buy that as a
meme coin. I mean, I think
that's why you buy it, right?
100%. And I think, yeah,rp is definitely a solid one but it's not something i personally like i know the xrp army definitely probably gonna hold the shit down but it's not
something i feel like completely comfortable about uh i don't know just buying and holding
or just sitting on my hands on like i, I would much rather like the Suisse.
Like, even though Suisse is, like, a couple years old
and people do feel some type of way about it,
I still think it hasn't hit its boom.
At least this is just me personally.
Yes, I do have a bit of back bias.
100% I do.
But, like, I think it still has the, I don't know, upside,
at least in my opinion.
So it's just like with everything else like wait
and see game like you could have the best tech in the world you could have the best builders in the
world you could have the best steps in the world but if there's no users who are actually willing
to kind of play around on these chains it just makes it a lot harder uh to just kind of I don't
know gain uh what is it called I don't know to to just stay relevant in the space because i remember bro do
you know how many fucking altcoins have kind of died out uh in the last like let's just say
just in the last couple cycles uh there's there's so many like alts that nobody even talks about
anymore and like there's probably billions of dollars of tvl even on these fucking uh altcoins
which i'm just like bro it's kind of. Like nobody's actually using these chains or whatever is kind of being built out.
Instead, they're just kind of holding on to it, waiting for something to kind of pop
up, which I genuinely think is kind of nuts.
And just RR wise, doesn't make sense for my end.
And I just want to put a disclaimer on the XRP comment.
And I just want to put a disclaimer on the XRP comment.
I would definitely keep in mind that there is a $1 billion unlock coming on July 1st.
So $1 billion XRP, I mean.
So that's a pretty huge unlock.
This is a scam.
95% of the token is from insiders.
Like, literally, if I told you, you like not bro they gave 60 to fucking
ripple and 35 to the founders and they've unlocked it over time but yet people still buy into this
fucking coin and but it's like it's undeniable that they're marketing to the public it just
doesn't stop yeah that's fine you can make money on it like it's fine but like i don't know like
it's you can make money on it there's there's's fine. But like, I don't know, like, it's you can make money on it. There's there's great marketing, they're doing a great job of whatever they're doing. But like,
I don't know, I think having some kind of for me, at least like you can make the same money on a
different coin. Like I can't get myself to actually click the button and buy some XRP. Like
intrinsically, this, I just can't do it. I hear you. It's like C2's most hated coin, I feel like.
We've experienced that when we talk about XRP.
But if XRP or Ripple was to do an IPO, would you be buying in?
Oh, I would.
I can make money other places.
I don't need to partake in shit that I...
Look, I don't have to believe in it necessarily.
I can make money.
But if I fundamentally hate it, like I see Naveen up here, the way he hates Ethereum,
I just can't put my money in there.
It's just like...
I hear you.
Yeah.
I try to take emotion out of my traits.
But yeah.
Yeah.
No, that's fine.
I don't have to believe in it.
But if I'm fundamentally opposed to it,
like as me as a human being,
like it stands against like what I believe in,
I can't do it.
That's the issue with you like maxis in this fucking space.
Oh yeah, fundamental issues.
Oh yeah, blah, blah, blah, blah.
Brother, if it's making you fucking money,
I don't think there is anything
to be worried about brother i think the difference is like you don't like i said if i don't necessarily
believe it like the whole hype theory of like the buybacks and this like i don't know if i believe
in it but like i'm not fundamentally against it like that's fine like that's cool like that's the
bnb model whatever like that's cool let's let's run it you know i don't have to like be a believer but if i just fundamentally disagree with everything about the culture and and just
the ideology of a coin i i can't do it
makes sense makes sense and it yeah i mean teach them like there's you know You know why you can't do it?
It's not even so much because I have this moral thing and I'm projecting.
It's not even so much that.
It's because there's no investment that's safe in this world.
And if things go wrong, you're going to feel like a big asshole for doing it.
So it's like not only did you lose money on this, but you fucking hate everything about this fucking coin.
And now you feel like the asshole.
But if you didn't believe in it but weren't against it, you'd just be like, okay, I took my shot.
It didn't work out.
And so, yeah, I'd rather lose money, something that I believe in or don't hate, as opposed to lose money in something that I viscerally am against.
Yeah, and it brings us back to having your own convictions.
Bro, I'm scrolling through this post right now.
We got Ansem saying fucking world coin.
We got people saying hype.
That's another one that I won't invest in
because Naveen already brainwashed.
He didn't brainwash, but he's very, very well convinced me
in this whole non-fucking surveillance chain type shit and all that other stuff. He's very very well convinced me in this whole like non-fucking surveillance
chain type shit and all that other stuff like he's been very persuasive like i've really liked monad
and all this other shit because after listening to naveen for a year and so i'm fundamentally
against fucking world coin as well so good job naveen welcome to the club it's a great club
welcome to the club it's a great club our eyes are not scanned sorry to interrupt you to answer
your question alpha co the answer to that fucking question that you pin to the top is is is fucking
um monero bro that's the coin bro that's the coin that you buy and you hold for the next three to
five years and it's not on that list that's the answer i was thinking more like bitcoin classic
or not ethereum classic or bitcoin cash but i mean that's great choices too add um gorbogana
to that list then yeah we might as well just add uh i have this sub 5k ticker and i'm kidding but
uh i don't know there's there's a bunch to kind of like it what's
good though navine also bro it's navine has made me more bullish on surveillance chains i'm not
gonna lie like bro let them fucking monitor me as long as i get a 20 20 30 40 50 airdrop for
scanning whatever i have to scan blood type whatever hair follicles my retina it's like bro i do not mind just give me that airdrop
oh hey there naveen i mean you know you can always like donate plasma
you know you can donate plasma you can like you know mean, you know, there are other ways to make money. Like if,
if all you wanted was like, give me a dollar, I mean, you can set up an, you can set up an OS,
you know, like, how do you know he doesn't have one? Okay. I mean, that's fair. That's fair.
Touche. I don't know. I don't really want to know. But I think I just want to try to leave the world in this rock in space, but if I can just leave...
It's slightly better when I depart.
To me, that's worth doing. It's worth it. Because then I'm satisfied with myself.
I'm not doing it in a performative way. I don't really give a fuck necessarily. I'm not here to
get other people to be excited about what I do. But for myself, for my own sanity.
And that's why I refuse to support projects like WorldCoin,
because I think they are decidedly not good for people and not good for the world.
What about objectively, upside-wise?
Do you think there is potential upside for something like WorldCoin?
I mean, if you like tokens where 95% of the supply is controlled by Sam Altman, sure. Is that bullish
or bearish? That's bearish as fuck.
It's bearish as fuck. I mean, look, this is
the primary complaint I have about SUI too. At some point,
the VCs have to sell.
At some point. I think this is like a very basic thing that I think most people don't have in their calculus for any of these tokens.
Like at some point, so actually a really interesting story.
So actually, a really interesting story. So I won't name the venture capital firm. But I was at an event and the partners of the VC firm were up on stage and there was a bunch of founders from our industry in the audience.
So I won't name the venture capital firm.
I don't remember who asked the question, but someone asked the question of the VC partners.
They said, hey, when do you sell our tokens?
I was really like kind of almost an uncomfortable question, right?
And the VCs were like, well, at some point, we have to provide a return to our, they're called LPs, limited partners, the people who gave them the money.
return to our, they're called LPs, limited partners, you know, the people who gave them
the money. And, um, but at least, at least, you know, the good VCs will at minimum call you before
they sell, but they don't call retail. They don't call anyone on this space. They call the founder.
And when you look at the tokenomics, that's why I'm so mega bearish on these projects
that have like 50% of the tokens or whatever controlled by the VCs. That's literally 100%
sell pressure, like undeniably sell pressure, because at some point they are obligated
to return capital to their LPs.
I am an LP in some venture capital funds.
I have the paperwork.
They are obligated to return the money at some point.
And in crypto, so traditional venture capital firm has a 10-year lifespan plus sometimes
some one-year options.
In crypto, they don't have a 10-year lifespan.
Typical venture capital fund is like a three-year,
three- or four-year lifespan.
So they have to sell the tokens at some point.
So this is the reason why I just like,
these projects just drive me nuts
because I'm like,
this is like not a good investment for anybody,
in my opinion.
I feel that. Uh, I had a quick question for you. So, uh, what was it? How do I even word this?
So who's, who's besides like these proof of work chains, like, do you see any of these
these like proof of stakes chains that have done it the right way in your opinion i mean you can
like proof of stakes chains that have done it the right way in your opinion?
make arguments about um solana primarily due to its age you know you could make arguments you see
ethereum started as proof of work right and it's been around for a long time so it doesn't have
you know a lot of the tokens have circulated already.
You know, a lot of the Solana tokens have circulated too. You know, a lot of the original
investors may have sold, you know, to other people like over the course of time. So, you know,
I think with time, if it's proven that through circulation, the token can retain value, you know, I think, I think that's fine.
But, you know, does Solana number 100 or number 500 perform as well as the original Solana?
I don't think so.
You know, I mean, I just don't think so.
Like, I don't, I don't get why anyone thinks it would.
Um, and, and where, and, and the, other thing is, you have to think about it this way, too.
It's like, okay, well, how many venture capital-backed projects are there that have these seriously fucked up tokenomics?
Where the VCs own, call it more than 30%, 40%, 50% of the supply, in that range.
And the answer is, there's a lot. There's a lot of those projects. 30, 50% of the supply, like in that range, right?
And the answer is there's a lot.
There's a lot of those projects.
And there's an enormous amount of overall sell pressure.
Like overall, there's not enough buy demand.
There's not enough bids for all that sell pressure.
So now you can make an argument.
You can say, well, Naveen know uh you know not all projects are created equal
there's gonna be more bids for some than others and that's true like i would buy that and you
might you might say hey naveen there's more bids for suey than there is for like you know whatever
insert rando l2 or whatever here and that that's fair but you have to do the math you have to say
okay well i don't know what suey's market cap is now whatever it is um but you go to do the math. You have to say, okay, well, I don't know what Suey's market cap is now, whatever it is.
But you go look at the tokenomics.
It's like at least 40% of the supply is controlled by investors, at least.
And you have to then do the math and say, gosh, if all of those investors wanted to sell at some point,
because in most cases they have to, who are the buyers?
Who are the buyers?
Like who's going to come in and buy those tokens?
And that's why a lot of these projects, by the way,
optimize for things like ETFs and other sorts of things
because they're trying to find buyers ultimately for those tokens
because that's their number one problem.
I think it was Smokey from Barachain even made some comment about this.
There was some tweet he said where he was like, yeah, I raised too much venture capital.
The VCs control too many tokens kind of thing.
And it's a serious problem.
It's a very, very serious problem that I just don't think enough people really – because
I think a lot of people don't understand how venture capital works.
They don't understand that they have to sell.
They don't actually get a choice even really because they have an obligation to their LPs
to return the capital.
You can't just sit on the money forever as a venture capital fund.
Uh, I had a question about VCs though though, for you, Naveen.
I'm trying to put this into words, but have you played around with some of these VCs or just kind of talked to them and seen what the average SAFT agreement does look like?
Oh, yeah. I have tons of them.
Because I invest in a lot of these things too.
What's your question about a SAFT agreement?
The SAFT form has changed a lot over time.
The original SAFT from years ago uh looks very different
than a saft a modern day like uh oftentimes now what people do is they do like a safe plus token
warrant it's no longer a saft a saft is kind of like uh an an older kind of framework that most
people don't use anymore and then is there any way to like, look at these, for example,
if somebody let's just say hypothetically wanted to see what's going on with
Sui or Solano or XRF that have these.
No, no, no, no.
The only thing you have is you have the unlock schedule.
So, you know,
like when the tokens will be unlocked for these various constituents.
But usually the way those agreements work is they really only explain or cover delivery of tokens.
Like when people are going to get tokens.
They don't really talk about people's sentiment or their need to sell or whatever.
It's challenging.
The whole thing is very challenging because you just don't know.
Number one, you definitely don't know all the investors because a lot of projects have a lot more investors than they put on the website or whatever.
You don't know what the sentiment is of all those people.
Like you just have no clue.
So yeah, it's just really difficult.
It's really, really hard.
And I just think that a lot of people
don't understand or appreciate the risk factors
when you have so many tokens controlled by a very small group of people.
I feel that because like, I don't know, knowing who's behind and who has these tokens does make a huge difference.
Like I would feel completely different seeing like CL Capital, for example, compared to like seeing a paradigm, a paradigm
or like a Dragonfly or, uh, I don't know. There's, there's a bunch of things that I do kind of think,
uh, just with some of these things, but never been able to like, well, I mean, what, what,
what is the basis of your perspective there? You know, like what, what do you, what do you know
about Paradigm and what do you know about dragonfly and what do you know
about uh you know whatever insert any other venture capital fund i don't know from what i've seen uh
to this this might be a one-off situation with like paradigm and like blast or with with like
paradigm and like frintech like there are a lot of like these things where they do get these tokens and like people
end up kind of getting violated uh whether it's through the token or what's being built out and
like their main i mean it's all vc's main goal but it seems like a lot of their main goals is to like
max maximum extract for the most part it's in my i i don't i don't think that's exactly fair.
So think about it this way.
You meet a founder.
Founder hasn't really built anything yet,
but it's promising.
They're promising.
And you write them a check.
That's what early stage venture capital is.
right? You basically place a bet. There are many kind of bets. Angel investments are basically
You basically place a bet.
There are many kind of bets.
like the earliest stage. There's also investments called tracker checks. There's all kinds of
different flavors of investment. And the job of the venture capital fund is to generate the largest
possible return for their limited partners.
Like that is their entire job. So, I mean, we can sit here and call it extraction.
We can call it whatever we want. I don't view it that way. I think like that's just understanding
the business. Like their job is to generate the largest possible return for their limited partners. And so they will do
what they need to do to do that. Now, at the same time, venture capital funds are essentially like
a services business in a lot of ways, right? They serve two parties. They serve limited partners
and they serve entrepreneurs, builders. And if they do low integrity things on the builder side
the builder network is relatively small and you know a lot of builders talk to each other if you
have a you know like they're investors that i will never do business with again for sure right like
and if someone calls me and says hey navin Naveen, will you ref check an investor, ABCD, whatever, you know, on privately, I will, you know, give them my
opinion on whether they're a good investor or not. Um, and, and the definition of good
investor though, is not someone that holds tokens forever because you have to understand
their business. You know know their business is you know
to generate the biggest return on investment for their limited partners which means at some point
they have to sell like at some point they have to sell and now in the case of paradigm like look i
think i think paradigm is a very solid fund right like generally speaking i've not really heard
stories of them doing like low integrity things i have a lot of respect for Matt, a lot of respect for Fred.
I have respect for their team.
I think they're a great team.
Blockchain Capital is a great fund.
Great team, great people.
They genuinely care.
At the same time, they run a business.
And their business is to generate the maximum return for limited partners.
So at some point, they do have to sell their tokens.
And I don't think there's a problem.
I think a lot of people have this view that like, oh, it's a VC coin.
Well, I think that's more of a nuanced thing.
I don't actually think there's a problem at all with venture capital in our industry.
I think the problem is when people raise too much venture capital
and they basically make a decision to sell too many of their tokens to a party that has to sell the tokens at some point in the relative near future because it is their business to do so.
That's the problem.
So whenever you see that's why I get so angry at projects like Monad and MegaEath and these other fucking projects that don't release the pie charts.
Like the pie charts to me are really important because they show you what percentage of the tokens ultimately will be sold, like guaranteed will be sold at some point in the future by investors because they have to,
you know, fulfill their fiduciary obligation to their LPs.
And so whenever I see tokenomics, where it's like 50% of the tokens or something crazy,
you know, that are owned by professional investors, it makes me really nervous.
I don't really want to hold those tokens.
I don't want to have anything to do with them because I think I think that's not good for everyone
else who's holding the token you know I don't think it's good for the VCs either
like I just don't think I don't think those are good the best deals to do in
my opinion so so that's that's the problem I think there's like a mismatch
of expectation and I think there's a misunderstanding of like the business.
Is there a chance that they don't show you the pie chart or the tokenomics
because things could change before they actually drop their TGE? I think that it's yes.
So let's talk about why things typically change pre-TGE.
So the most common thing, and you've seen this many times, is the centralized exchanges demand changes to the tokenomics pre-TGE.
So like a Binance will come around and say,
hey, I don't like the lockup schedule.
I don't like this, that, or the other thing.
Like it just happened recently for some like echo project.
I forgot what it was where people were really upset.
Yeah, whatever.
Yeah, whatever one it was.
I mean, it's happened multiple times
where the investors get really upset
because the centralized exchange comes around and demands
changes to the tokenomics prior to the TGE. The part that I think is low integrity is that
they're farming everyone's attention. Everyone is expecting some form of airdrop. You know
You know there's going to be an airdrop because there's no other way for them to distribute their tokens.
there's going to be an airdrop because there's no other way for them to distribute their tokens.
That's the thing.
You know that there is an airdrop because it's a proof-of-stake thing.
There's no other way to distribute the tokens.
So everyone is farming.
Everyone is doing all these activities.
But you don't actually know any of the background behind it.
So you're basically betting with your time and your effort and your energy.
And you don't really know what the outcome is going to be on the other end.
And in my opinion, that's not cool. Like, you know, in my opinion, the better outcome is that,
you know, you go, okay, these are the tokenomics. Wow. Okay. I know that 30% of the tokenomics are controlled by professional investors. All right. that's cool. That's fine. If you want to choose to participate in that project because you think it's hype and it's
doing cool shit and great content and cool tech or whatever, great, go do it. The part that I
think sucks is you might believe all those things about the project, but you have no idea what the
tokenomics actually look like. You have no clue what it looks like.
And the projects are kind of betting on that, right?
Like they're kind of betting that people don't really care about the pie charts.
They don't really pay attention.
And because everyone just like wants to get the airdrop
and convert it into like whatever, you know, ETH or SOL or, you know,
USDC or whatever, as soon as possible, Bitcoin,
whatever they want to convert it into.
And that's the part that I think kind of sucks. And I also think that it sucks to be beholden to
the big exchanges in that way, right? Like, think about it. It's sort of like saying,
well, you know, my tokenomics are currently this, but pre-TG, I'm gonna go now completely change them up because Binance demanded that I do so and you know I'm gonna screw my investors or
change the terms of my investors which definitely doesn't make the investors
feel good I'm gonna I'm gonna screw my community potentially are I'm gonna give
a bunch of people that aren't even in the community access the airdrop like a
bunch of Binance stakers or whatever,
access to the tokens, even more tokens that they're giving to other people.
Like those are the kinds of things where I'm just kind of like,
yeah, that kind of sucks.
It kind of sucks that the industry is turned into this thing
where everyone's like beholden to these like, you know,
these counterparties out there that don't even necessarily have the best interest
of, you know, the quote unquote core community at heart. So these are the reasons why I think it's like the best thing,
in my opinion. I think the thing we should normalize is that before someone launches
some kind of a farming campaign, you know, to get people like excited about whatever they're
building, in my opinion, they should provide the tokenomics. They should provide the pie charts
that people have an understanding. And then that also gives them ammunition with the exchanges to go back and say, hey, look, I can't change my
tokenomics now because I've already shared it with the community. So sorry, I'm not going to go and
screw people over. I'm not going to change things. I've baked the cake, and this is the way I bake
the cake, and this is part of the project. Does that make sense? No, absolutely. Yeah. In a perfect world or yeah, ideally, um,
they would announce as soon as they announced their, um, TGE,
but I know that, um,
there's a lot of backlash when they announce their tokenomics and then they
have to make changes later. Um, so I see both sides of it, but yeah,
ideally, yeah, you would want to know
these are decisions for like the team
right like I can tell you
right now you know I can
just speak for you know as a
Tari contributor like we
published our tokenomics
last March before
we did any real
marketing or anything for
Tari.
It was important to us that the tokenomics were out there
before people got involved
or people really started learning about Tari or whatever.
Because to me, that was a higher integrity thing to do.
And did we get asks from people to make changes? The answer is yes.
Did we tell them to go fuck off? The answer is yes. And I think that over time,
that will benefit the project. I could be wrong. I could be wrong. I don't fucking know.
But over time, I think that's probably a better decision for everyone involved than it is to go and like make changes
You know either after you've announced the tokenomics, which I think is definitely terrible. I agree with you completely
That's bad all around or to not reveal it until the last minute
Because you're like making changes at the last minute for all these like other parties and then hiding it from the
community and then only disclosing it at the last minute. That part just sucks to me. Like,
I just think that just sucks all around. Now I hear that. And it's definitely about intention
too. So it's like believing in the team or knowing who the team is and even then you can get screwed.
But I think that's like a big part of like why
you believe in something or you um try to decipher is this team really building or are they you know
good people and as with as much information as we get but in regards to like the SWE lock up like
I know um you've mentioned this quite a few, but isn't like more than half the supply not unlocked until after 2030?
Or am I like getting misinformation?
I don't know.
I don't know what the time frame is on the pie chart.
I mean, we can go look at it.
I know the information is out there.
Yeah, I was told like when I first started getting into it that more than half the supply is not going to be unlocked until after 2030.
I mean, I'd be surprised if investors were down for that long of a lockup.
They have monthly.
It's only more like it was something like a little bit over 50%.
They do have monthly unlocks from what I remember.
I have to go back and look at the the notes but okay yeah i see it allocated after 2030 is 52 percent
um but they have uh let's see just between what they call early contributors series b and series a
series B and series A,
it's like 20% of the tokens
between, oh no, sorry, I missed some.
I don't know what community access.
We have about 33% in supply right now.
Yeah, so think about it. Think about it this way.
Okay, so it's an interesting yeah so think about it think about it this way like okay you know okay
this is an interesting exercise
okay so
52% of the tokens won't
be allocated until after
2030 allocated
by whom
by Miss and Labs
I would guess
it's the foundation yeah
so it just basically a guy controls that.
I think there's a schedule. I would think it's not like, I don't know until I see it, but I
don't think that people would invest blindly. I would hope not. I would think that there is
an unlocked schedule after 2030 as well. It's just the percentage breakdown.
Yeah, look, I don't know.
This would be an interesting, you know, obviously I don't care about the project enough to do like the research.
I don't hold any of the tokens, so I don't give a fuck.
But, you know, I just think it's really interesting.
It's like, okay, well, great, great question.
You know, if i was a holder
of the token that's something i'd really want to know i mean it's fair to say well navine 2030 is
really far away okay yeah that's cool if your time horizon is shorter than that then maybe it doesn't
matter to you and that may be the point you're making like hey navine i just don't really care
because you know it's 2025 dude like i don't give a fuck about 2030. And that's totally fair.
If your time horizon is shorter or whatever, that's totally a reasonable response.
I just personally like to know because to me, that gives me a vibe on the overall psychology
the overall like psychology and the intention of the project and what it
and the intention of the project.
doesn't guarantee that something's gonna be around for a long time you know lots
of things can happen you know good bad whatever over time but I just like to
know like what what the what the spirit of it is and you know there's a there's
a whole graveyard of projects that at one time were promising that hold an enormous amount of their tokens you know projects
like EOS projects like you know Tezos like you know there's there's a whole
graveyard of these projects that at one point were like very promising in the
past and then you know they couldn't really come up with good things to do
with the money. Right. So Tezos does stupid shit, like, you know, pay for Manchester United
sponsorships and put their logo on random F1 cars and, you know, stuff like that, you know, and,
and, and, and, and so then it's a question. It's like, okay, just because you have a lot of money, I think a lot of people in our industry also believe that
if a treasury has a lot of money,
then that means the project is going to be successful.
And I don't think that's true
because then the question is what's the use of proceeds?
Like what are you going to do with the money?
And I think basically most projects
don't actually have good ideas on what to do with the money
because it's hard.
Allocating a billion dollars properly and well is actually really difficult.
It's not that easy to do it well.
You can spend it on stupid shit.
You could throw really expensive parties and do really stupid things that are not going
to probably be that accretive to the project.
You could give out tons of grants.
You can do those kinds of things.
That doesn't help either.
So then the question is, what are they going to do with the money?
And I think a lot of projects that have large treasuries
then fall into a trap.
And there's a whole graveyard of those projects
that we could sit here and talk about that fell into a trap. And there's a whole graveyard of those projects that we could sit
here and talk about that fell into that trap too. So these are the kinds of things that I think a
lot about, just having been in the industry for as long as I have and seeing a lot of these repeated
patterns. It's sort of like, then I start to ask those questions. Does that make sense?
It's sort of like, then I start to ask those questions.
Does that make sense?
No, it's absolutely fair.
I just like that.
I am more on a short term horizon.
2030 does sound a little bit far because a lot can happen until then.
So that gave me a little bit of reassurance.
It also like, and maybe this is false reassurance.
It made me think, okay, well, the team has to build until at least then.
So, you know,
that's kind of like where my mind went when I first started looking into the whole SWE situation.
But that's really great. I mean, I think that's really great for you to have, you know, this is
your decision tree, right? And I think it's fucking great. Everyone is going to have their
own decision tree, their own time horizon, and their own point of view.
I think in the case of SWE, the information is out there.
In the case of a Monad, it's not.
I don't know.
You tell me.
Have you seen the tokenomics for Monad?
I haven't.
I don't know what they are.
I have no clue.
I think that sucks.
I think people should know.
People should know what it is and how it's going to be.
Because otherwise, how do you know what to do about it?
Should I give it my attention or time?
Should I not?
I don't know.
You know?
No, for sure.
Yeah.
Hopefully soon we will know.
Yeah.
Fingers crossed.
And GTE, they did do their raise of 15Ms yesterday. They announced through Paradigm.
I don't know if you saw that, but it's good to know that you think the Paradigm team is legit.
So who's GTE? GTE, it's a DE know that you think the paradigm team is legit. So who's GT GT.
It's a decks on,
mega.
I know you love them too.
I don't have any issues with these things.
I just,
I don't,
I just don't like being blind.
Like I don't want to give them any fucking attention unless I have an
understanding on how,
how they've like set up their world.
That's just how I work. Because from an investor point of view, I would never write a check
into a company unless I had some picture in terms of how it was going to work.
And so I just don't like the idea of..., I, you know, think about this way.
Everyone here wants to be, have access to, you know, early stage opportunity and deals. Like
why, why is it only that big VCs get access to, um, deals? Well, now what's happened is the big
VCs get access to the deals and get access to all of the fucking information and everyone on ct is left
blind like we have no information uh on exactly what's going on behind the scenes with any of
these things um and i think that that part you know is is shitty um in my opinion but yeah bring
on more evms more evms like let's have 100 more, 1,000 more, 10,000 more.
I don't know if you heard this, but AlphaCo LLC is dropping a new blockchain.
He found out the other day he can drop one for 3K.
So make sure you bookmark his page, hit him in the DMs.
But I did pin the GTE testnet in case there is like anything interesting that comes out of that
and I'm gonna put this out there I'm bullish on mega eats strictly because of bread like I'm
bullish as fuck on bread and what they're building and just hot pot down like like I've used a couple
of their fucking platforms and I genuinely think there is a market for some of these things uh
especially it's not about the blockchain it's about the dApps that are being built on top.
And the way Brett explained it to me, it was like, yeah, we can talk about blockchains or this blockchain does this or this is an L2.
But at the end of the day, as time kind of passes, people are still using Polymarket, even though it's built on Polygon.
It's about the dApps or Fantasy Top,
even though it's built on Blast,
or all these different things
that have been built out in the space already.
So I don't know, bullish on it.
And I do think there's potential,
like Noise, for example, and Euphoria,
and a couple of the other things
that they've also built out.
Do people still use Noise?
I got banned off Noise because, uh, how do you get
banned on a testnet? I did too well. Uh, and I was like, Oh, I'm sure that's what it is. They
hate when people do well on their platform on everything. Like I became, I think I was the
first quadrillionaire on that platform. I think, I think what we need to do, like this would be a really good experiment
because we kind of have this particular conversation
with some frequency.
All these metas and these apps,
they tend to be very short-lived.
they tend to be very short lived.
There's very few things that we talk about,
you know,
over the course of call it even like several weeks or even like a few months.
And I think it'd be interesting to track that,
right.
It'd be very interesting to see like which of these things
actually um are things that people want to talk about on a continuous basis versus things that
are hot for a moment and then kind of fade into obscurity for one reason or another
and my hypothesis is that um first of all like like 95, 97, 99% of things like fail,
generally speaking, and that's totally fine. You know, failure is part of the game and it's all
good. No problem. But I think that, I think there is actually a core problem with these protocols
that actually makes it even harder for things to stand the test of time and
be successful. And there will always be exceptions. Magic Eden is an exception, right? Even OpenSea
arguably is an exception. Hyperliquid is an exception. These are things that have stood
the test of time. People talk about them repeatedly um but if you really think about it you know maybe jupiter is another exception
right but if you really really think about it i think most people would struggle to name more than
maybe like 10 max of these exceptions maybe 20 on the outside. And that's interesting to me. That's really,
really interesting to think, God, how many fucking products are there that launch all the time,
created all the time in this space or whatever? And man, I can only remember fucking 10 of them, maybe. And that is fucking interesting.
So that's actually, I think, a better measure.
It's less about like, oh, wow, there's like 50 daps on this protocol or whatever.
Like, okay, who cares?
I just want to know the one.
Give me the one that has a chance of like standing to the test of time and
something like,
give me the one that we're going to talk still to be talking about on this
very stage in fucking September.
You know,
it's June.
That's not that far away,
but in this industry,
it feels like fucking eons from now.
You know,
I guarantee it's not going to be bloop or whatever the fuck that thing was
that we were supposed to be talking about right definitely not gonna be bad that that's for sure
shout out shout out believe shout out internet capital market shout out creator coin shout out
ai tokens shout out like bro all these deserve fucking shout outs l3 nfts deserve a shout out
too uh tokenize everything but i don't know nivian look have you looked at mind share
charts i think yeah i don't know looking at them with zoomed out like uh cookie for example you
can see what people have talked about from uh and what's taken up the most mind share year to day
three months month uh seven days and you can see like how many of those still kind of exist to this day.
Yeah, the challenge with that stuff is it's not real because it can be paid for.
So what I'm actually wanting to look for is more authentic and organic and actual retention.
So I fully believe, I'm not a user of Hyperliquid, but I see what they've built and I definitely respect what they've built.
I can see how and why people want to keep talking about that.
I can see that. I'll give you another example of something that has come up repeatedly over time,
and that's like Rekt.
So start Rekt, the brand Rekt.
So start off with the NFT collection,
then multiple NFT collections or whatever,
Rekt guys, and then there was the other Rekt thing,
that whole thing with OSF and Mando. And then there's the Rekt guys, and then there was the other Rekt thing, that whole thing with OSF
and Mando.
And then there's the Rekt token, and then there's Rekt drinks, now the Rekt drink that's
out there.
And that's an example of a more durable brand in the space, in the industry.
And I don't know that that would appear on any mindshare chart.
They definitely don't pay for that, that's for sure.
They don't care about that.
But it is definitely something that is more durable
and has been around.
So I don't like the whole,
I mean, you know this because we've talked about it before too,
but I hate the whole Kaido cookie, pay for play thing.
The whole thing is not my thing. And it's very hard. talked about before too but i hate the whole like kaido cookie like pay for play thing i think the
whole thing is like not my thing um and it's very hard i think it obscures the things that actually
actually have like real traction versus the things that just like pay for attention
i want to add navine it's always great to hear your voice, man. I love your mind. You said something earlier about spending money on stupid shit like NASCAR sponsorships or Formula One sponsorships. You know, back in the day, this was 10 years ago. But when I managed brand with hundreds of millions, billions of dollars, you'd be shocked
that we spent over close to a half a billion dollars on direct mail because it was insanely
cheap and it worked.
And what I'm getting at is if you can also map where this money is being spent to acquire users, not just on all of this bullshit that we see in this space.
I'm with Naveen, like even the InfoFi stuff, there's an angle of that that a lot of that is paid.
So like, what is that actually getting us? I don't know. Even email marketing to this day, insanely effective because it's super cheap. And there is a demographic that
still replies to that. And so what are your demographics? How is this money being spent?
Because to his point, and I just wanted to reiterate this, sitting on a billion dollars means nothing.
You need to understand how to effectively spend that.
And it's very difficult to do.
But being in a scenario where I had that money to spend, I would tell you that 80% of it was spent on some form of direct marketing.
And you were able to get very granular
in this instance in insurance, which is a very dull, you could get down to the zip code. And we
knew by the zip code, who the demo was, what their buying behavior was, and that, you know,
spot TV or radio ads or other forms of direct mail, aggregator marketing, all of these
things were way more interesting and enticing than all of this shiny, fluffy bullshit that you see
here. Yeah, yeah, that is such a great point. What I would say is that whatever company you were at that was spending hundreds of
millions of dollars on various forms of direct response, whether it's direct mail or other
forms, they did not wake up one day with a billion-dollar budget and start deploying
They built up to that right they built up to that and to build up to that
they ran tons of experiments there was tons of failure and they eventually got to a model
where they had a reliable way um to uh to deploy it i mean every business ultimately um really
comes down to like a a few key metrics, right?
Like, what's your cost to acquire a customer?
What's your lifetime value of a customer?
And what's sort of the arbitrage between those two numbers, the delta, the difference?
And then ultimately, can you acquire customers at scale?
Right? Because that's another thing.
So in startups, typically what happens is for a startup to go from $0, just take some
kind of subscription startup, like a SaaS thing, to get from $0 to $1 million in ARR,
which is annual recurring revenue, you might have a particular set of growth tactics.
But then you find to go from a million in ARR to 10 million in ARR, those growth tactics
have to change.
The way that you grew from zero to one is different than the tactics you employed to
employed the tactics you employed to go from one to 10 or from 10 to 20 or 20 to 50 or whatever
go from one to 10 or from 10 to 20 or 20 to 50 or whatever.
and and and there's like a natural like you know way of things where we're kind of entrepreneurs
and teams kind of learn along the way um how to do that and how to scale and how to tap a nerve
and all those sorts of things and and that's the thing that i think we miss in this space it's like
okay you've got a team with a billion dollars in the treasury. They really have no idea how to spend
it. Remember when Polkadot's budgets were released and we found out they were spending
some obscene amount of money on KOLs and they're random shit. And no one gives a fuck really about
Polkadot right now. And I'm not trying to Fud the project or anything i'm just saying like it's just not something i think most people
concern themselves with um you know for a reason or another and um and and and the way that they
the thing that makes me most bearish about the project is not the tech or not anything else it's
the way that they spend the money right like the way that they spend the money is just honestly
dumb as fuck like if i had that kind of money i would not spend the money, right? Like the way that they spend the money is just honestly dumb as fuck.
Like if I had that kind of money, I would not spend that money like that way in any way,
shape or form.
I would, I would fire whoever is responsible for spending the money.
And I think it's a trap.
I think it's a trap.
I think like, I actually think that most projects with large treasuries will end up falling
into a similar trap because unlike, um, whoever
was speaking about the insurance company, they, they didn't have the opportunity to
build up to that level of spend, you know, that, that sort of level of, and actually
have a business on the other end of it.
Like an insurance company has to have paying customers.
A protocol doesn't really have to have paying customers. A protocol doesn't really have to have paying customers.
And so as a result, they kind of can just spend the money willy-nilly,
and there's really very little accountability.
There's no risk of death, really.
But with an insurance company or any kind of for-profit business,
there's 100% a risk of death.
If you don't deploy the money properly, if you don't have a sustainable way to acquire customers,
a sustainable way to grow and have the right differential between the cost to acquire your
customer and your lifetime value of a customer, then you're pretty much fucked. At some point,
you're fucked. So that's a major macro problem for, I think all protocols.
Yeah, I think just to add a couple more points that you thought, um, Naveen, which is so,
so back to, so I worked for Geico, right?
It's a huge insurance company and it's also your, your intent on the metrics that really matter. So InfoFi gives you this brand
awareness, but like we were talking about, some is kind of paid. A lot of it might be unauthentic.
The real metric that you're trying to get for brand is unaided brand awareness. How can, like,
if you were to take a platform, whether it be InfoFire, these protocols or not,
how can a customer think of your name just by being in that category? And the reason why brand
was so important in that insurance industry is because this is what the data says too. I don't
know what the data says about these protocols and stuff. But people, when they shop insurance, they shop three companies max.
So if your company does not come top of mind in that person's mind, you're cooked.
So it actually does make sense to spend a large, substantial part of that marketing on brand awareness.
But how do you do it differently, right?
You could argue Geico built one of the most interesting brands and one of the most
mundane categories that ever existed, which is insurance. But they did that by being first to
market by making humorous commercials, which doesn't make sense for insurance, but it attracted
people and created brand awareness.
So the two points are that the money spent in brand could make sense, but it also has to serve your true business metrics and what you're trying to acquire. And I think still here, one, we don't
have the traditional marketing data that I would see in Web 3 that you do in Web 2.
So maybe there, and maybe I'm just not aware and stupid,
but like those systems and insights maybe aren't as sophisticated.
And then two, really understanding what the company is trying to build
and what metrics from a marketing standpoint really matter to them?
Who's talking right now?
Thanks, Elon.
I can't tell.
It's Mikey, man.
Oh, I'm so sorry, Mikey.
How are you?
It's all right, man.
It's your man.
I didn't recognize your voice, brother.
I apologize.
Yeah, it's all right.
It's all right.
It's very interesting because typically, okay, when you start a new startup, the most common thing that you do is the way that I typically start things.
And I've started multiple things this way.
And any new experiments I run, I basically do this.
I just basically do basic 404 testing, right?
So I'll create a landing page of something, whatever the thing is,
and I'll throw some fucking ad money at it.
Small money, $100, $500, a couple of dollars, whatever,
and just see, can I get people to wanna like sign up
for a list, you know, like a waiting list or whatever
for the thing, right?
And I can run these tasks like super fucking cheap,
especially with all the fucking new tools, right? Like I can spin up a landing page
in a day and have ads for like, if I start in the morning or even in the early
afternoon, I can have a page up built and ads running by the afternoon, by late,
later in the day, right? Like straight up. And, um, and, and you can see like
what your cost to acquire
a, you know, interested,
let's call it a warm lead, right?
You know, just on that basis.
And you can start to like understand the psychology
and all that of your user.
You know, you can, when you send them,
you know, then the second thing I do
is I create like a drip sequence,
like a nurture stream around the people who sign up.
So I'll start sending them emails in a particular order,
measure my open rates, click rates,
all those kinds of things to start to lead them on a journey
and get them more interested and excited about
the particular idea.
You just have this natural way of building something up.
But when you start with $100 million from insert venture capital firm here and you've
never really had to go through that exercise, I just think it's really fucking hard. I think it's just so hard. I
think it's really, really hard to deploy a lot of money. Well, um, like I know I can,
I know how to deploy hundreds of dollars, thousands of dollars. And then at scale,
you know, I've, I've in other business units I have, you know, I can deploy lots more money than that.
But like, dude, if I had $100 million to deploy right now over the next 12 months, you know,
to try to acquire customers in the crypto space, good fucking luck.
Like it is really, really, really difficult.
It's the target audience.
It's hard finding that.
And that's something I think a lot of brands haven't figured out especially in web 3 is how to like like line up and trigger their core audience
and what that looks like like email marketing text or where they want to get it i mean there's
no fucking dashboard for this really yeah but back to the 100 million dollar thing dude
i mean like and you know this too, a fraction, a fraction of that money
is going to be spent on anything Web3 related.
It's going to be outside of Web3.
And there's just this misconception
that like all of this money is being spent
and the space is way bigger than it actually is.
But if you have that amount of money,
you physically can't even spend that
amount of money anywhere close to effective in the space. And so, you know, it's, I was thinking
about this today, right? Because my brand is really relevant in the sense of like, dude, Even in 2021, I made a lot of money by having my podcast.
Now it is so hard to monetize because the hopium is gone.
People have started to wake up and realize.
And as people get smarter, it's just this, the rich get richer in this space because
it's very, very small.
And so how do you do that differently?
You just have to figure out who the right people are.
But even someone like this space, right?
Businesses are now coming with a new lens of,
okay, if I want to sponsor Alpha and Gigi because they're awesome and they get average amount of
users, and now having to have the conversation, well, what is the value and return of that brand
exposure? Whereas before it was like, we need any exposure, we're going to give you anything.
And, you know, the space is finally evolving in a good thing, good way.
But the conversations are now business-oriented and much tougher to have
because the hopium is dwindling away.
Also, real quick, I know EAC has had his hand up,
but yeah, good to have you, Mikey.
And I know I did hear from Corrupt too.
But it's kind of nuts though.
I think even with like the
Kaidos like they do kind of solve a bunch of not issues but like it it gets the the product in
people's hands whether people do end up selling it or not and like we're we're seeing like new
methods come up like it gets better and better every single day like we're seeing what ponds is able to do with the new product that nobody knows nothing about and like now everybody's
tweeting about it you don't have to spend a single dollar on fucking marketing and like you you're
seeing the game completely change up in the space from like these they like navian mentioned polka
dot uh earlier where polka dot was spending hundreds of thousands of dollars on these KOLs
who were doing these undisclosed shills to, I don't know,
now you can market it based on the reputation of the person,
which I think is huge.
I genuinely do believe it's huge.
We did have some pinned tweets too, but what's good, we'll go EAC,
and then let's get EAC and kind of tap in on some of these.
Yo, yeah, thanks for having me up and nice to meet you guys. I kind of wanted to share some thoughts on what you're talking about.
I think one of the major problems in Web3 is conviction, like conviction of the builders, like sticking with the project and riding it out and grinding it out and building what they started.
And also conviction from the investors where they chase the new shiny thing.
They get in and they try to flip it and make a bag and then rinse and repeat.
And that's like, I hope that that changed because that's not helping building like strong brands
because you need that conviction for strong brands.
You need that long-term vision.
And you're not like, people think they're failing
if they don't hit a million dollar market cap
in a month or something like it's,
they're expecting too much.
You got to grind for that.
Like in most cases, sometimes you get lucky
and that's where like
people are kind of like showcasing these people that just get lucky. I mean, it's not impossible.
And the one thing I wanted to share with everyone here that I'm super bullish on is it's called
AgLayer. It's AGGLayer and it's being built by Polygon. So like right now we're like on all
these different kind of blockchains and you, you
protect your bag and like you find other bags because obviously, you know, you want your
bag to go up.
And if you're a builder, you're like a chain maxi because that's, you build on your chain
and that's the code that you build on.
You gotta, you gotta rep your chain.
Right.
But I think that, um, what it is, is it's, it's, is it's a layer that connects all the chains onto one.
So you can like swap in between.
It makes it easier for normies than cross chain
because it's not cross chain.
It's just one layer where if you're on Solana,
like it's not added yet.
It's just launched from Polygon,
but it's gonna come come like solana is
gonna be on it and all these other chains and you'll just go like all to that one layer so we
we don't just i don't know like we don't thought it's a bro i just played around with polygon no
no like i'm just saying like it just comes natural like if you got a bag in solana right
like you're you're obviously fighting eth because you want bro with like katana for example
like bro we we play around on all these chains we're not here we're gonna make jokes about every
single fucking chain like bro my name literally has fucking eth in it and like i shit on my
fucking bags but like bro it's not a net new product like bro we're seeing defy app and we're
seeing all these different apps that exist already why the hell would i move over to polygon to use this and load up even more polygon when there's like wayfinders i can use
when i can use uh apps that exist already like if it was something completely new cool bet like i'll
take a chance and check it out but i mean we have um like it's not migrating over to polygon it's
like a chain built for everyone like they're not like looking at it like um come to our chain it's not migrating over to Polygon. It's like a chain built for everyone. Like they're not like looking at it,
like come to our chain.
It's built for every,
every chain.
Like you can stay on what you're on and it brings us all together.
Every chain it's,
it's,
and I don't need to load up with Polygon to,
to start off with it.
Like,
I'm just being honest with you.
Like it's no,
like I like,
like do your own research,
but it's not like you have to load up with Polygon to be on the egg layer.
You build on your chain.
We just all connect together and makes it super simple for normies because
right now it's super hard.
Even if you're cross-chaining and you have to have a Solana wallet and cook
it to your like Ethereum wallet,
like or your BTC wallet with a different seed phrase.
It's making it hard to onboard normies.
It's hard for a normie to even get a wallet.
You got to make it super simple.
A normie comes in with a credit card and just buys something.
They don't have to know about anything else.
Shout out MoonPay.
Shout out NFT.
Thank you, Sean.
Yeah, the only thing is it's i don't know it doesn't make
things at least for me like i i have these tools that i use and like if it's first come first serve
if i see one that does it better or does it already uh and there's really no incentive to
move on to the next one like bro i will just continue using what i've used already because
like bro it takes takes a long period of time for somebody to switch.
Bro, like, what does it take, like, 30, 31 days to, like, build or break a habit?
So why would I move over to this thing that's being built out
when I've been using this product already for the last 30 days
and I can transfer from Polygon to BNB with a simple product?
Can I explain to you why?
Because, like, right, that's complicated.
Because here's a good example of how AgLayer...
Do it already.
Hear me out just for a second.
I'm just going to give you an example.
You can sign up for a wallet with your email address.
Can I just give an example how AgLayer is making it better?
So right now, let's say you're on base, right?
And you do a cross-chain between base and whatever. like is making it better so right now like let's say you're on base right and you're
you do a cross chain between um base and whatever you have to have the gas well the ag layer you
can choose to pay the gas and what gas with i mentioned three different products that you don't
need the gas for where you could use whatever's in your wallet i can go on wayfinder and type out
a prompt and be like yo transfer from bmb to to to base or from base to
to to eth or from eth to fucking polygon and it does that without having to worry about get the
gas like it it does that genuinely for you like this all i'm saying is like bro i'll check it out
100% dm me but like bro it's not a net new product and like we're talking about it like it's about to
change up the the game it genuinely is not like i can switch from suey to fucking bmb or like from
eeth to solana very easily with a simple prompt already like it doesn't i don't know like you're
not worried about gas you don't need to worry about gas because you can literally just use
these products that exist already and i don't know i'll check it out i i will 100 check it out
just for you but like like well i mean it i'm not saying like yeah i'm bullish on on on ag layer but
i'm not saying it like i'm just saying that the concept of it right maybe it's not ag layer but
the concept of us all using this same one app that's super simple that doesn't matter what
chain you're built on that we all kind of come
together where all the liquidity comes to and we stop like fighting each other's chains because
because i'm repping polygon and you guys think i'm a joke or whatever um bro like that we could
all just come together and like push web3 nobody bro we were literally using poly like i've
mentioned this last week it closed on the 23rd but I was buying fucking crates on fucking Katana.
Bro, I've checked out Courtyard.
I've played around with a bunch of these different things.
Like, bro, nobody here is shitting on you from repping Polygon.
Like, we see 1618.
It just seems like you're coming at, like, aggressive.
Like, I'm not trying to be like. You just keep talking over Alpha. So that's, like, one, eight. Yeah. It just seems like you're coming at like aggressive. Like I'm not trying to be like.
You just keep talking over alpha.
So that's like the main point, but we're, we're very poly market,
like friendly.
We don't have a problem with polygon.
Yeah.
A hundred.
Like I said, shout out Rudo.
Yeah.
We'll, we'll check it out, but it's just like, bro,
when we have products that exist already that do, even defy.app,
I started using it.
I have been using
it for a minute yes uh like it just makes it easier to do that where you don't have i don't
know but yeah we got we got new heads to welcome up good to have you eac uh just yeah i'll check
it out i have a quick question yeah thanks i didn't mean to like come off rude um and uh
yeah sorry like that um no i'm just you know passionate about what I
you did nothing wrong what I wanted to share
and yeah I hope that you do check it out
I got you and appreciate you even
joining us in this space brother
but yeah he's not gonna check it out
don't let him fool you fuck you silver
I will I 100%
will just bro
just hit him with a follow
DM later but if you guys are just joining us, press that button, right?
Button, like, comment, retweet.
Fuck you, Silver.
And if you do want to come up and speak, feel free to request.
We will bring you guys up.
Silver, I genuinely do fucking hate you.
But, yeah, I'm going to post that clock you sent me, too.
Thanks for that, bud.
The what?
Clock, clock.
Oh, okay, okay. Did I say something wrong say something wrong no i just there's a lot of
like distractions i just heard something else that's cap you know exactly oh i'm kidding uh
but yeah what's good silver wait wait you skipped over corrupt i love silver but corrupt
i was just trying i was just wanting to ask Alpha if he was into the
DeLorean airdropper if he got anything out of that
or interest at all and what happened
Oh my god
Wait what is it? Can you guys
give us like a TLDR? What chain is that on?
It's on Sui
The DMC DeLorean car manufacturer
they launched a token today
that went public on Sui
Can you buy a DeLorean with that or what what is there's gonna
supposedly be some benefits and i think in the future maybe when they if and when they ever
launch their new uh version of their car but okay two questions corrupt are you the dev
and did you buy no i would have i would have made a fat bag as everybody sold out initial but
no i didn't buy.
I got an airdrop, but I was curious if anybody else did.
You know what I'm waiting for, Corrupt?
My Lamborghini fucking airdrop where I get a discount for holding this Lamborghini NFT from ETH
or this Bugatti NFT that I hold from last cycle.
The Bugatti one, you got like a crystal figurine.
The McLaren one didn't work out so well all i got was a sketch i get invited to parties um the yeah a lot of these car ones
these nfts from back when they were popping off did not like perform well but yeah it's gonna be
different it's gonna be so different this time it's different
yeah it's so different wait is delorean and like i know the name but do they actually have cars
right now uh and they hadn't in a lot of years oh this is their resurrection they're starting
with the token yeah it's their crowdsource funding this is how we're gonna make this is their stock okay they went they went ipo they did ico uh and welcome to it you know the airdrop was great
hey that's all that matters right no i think he's joking yeah i'm joking it was it definitely was
not a great airdrop uh it opened at 50 million market cap instantly went to like 11 or like 8 or 11 and it's back at 20 but
i got faith you know i've got faith and i'm gonna hold my airdrop tokens until they're worth more
than a big mac so it's okay wait these cars look hella old like when's the last time that's the
old ones you gotta look at the new one you gotta look at the new model that they're prototyping. Oh, okay, so it's about to come out.
Yeah, it's just in prototype. They just unveiled it at a car show.
I think they did it at Vegas at CES or some shit.
The whole thing is just complete bullshit.
It's great.
I just looked at my screen for the first time in 20 seconds.
It's like 30 minutes. I'm about to get fucking liquidated.
Bro, like it's...
That's what happens.
Nobody saw that one coming.
Everybody convinced you you're a good trader, Alpha.
This is what happens.
No, nobody convinced me.
They told me I'm a shit trader.
Who said he's a good trader?
I don't know who said that.
30 minutes ago, he said you were goaded.
Oh, Jonah. Yeah, we got the rest of your Polygon people up here too, brother. a good trader i don't i don't know who said that 30 minutes ago he said you're goaded oh jonah uh
yeah we got the rest of your polygon people up here too brother i'd love to see you up here too
uh look man the polygon people you don't see them on the app because they're out there making money
you know they're not sitting here all day wondering where's the money where's the money
no eac is right below you right now jonah he's of Polygon who? hey what happened to the nerds in high school
are they the cool kids now?
no some of them yes
if you're asking that question
I don't know what to tell you
yeah they're driving Lambos
they got fucking Bill Gates
was he a jock in high school?
Bill Gates
yeah that's a little
1 out of 8 billion chance surely this is gonna happen
bro that is bill gates is like low bro like i'll really call him up right now and be like bro what
the hell is up you remember the high school days like me and him used to like bro y'all don't even
know about old uh billy bill gates brother like that's that's bro right there. What are you doing all week? Are you, like, marked safe from all the biological warfare that's about to happen?
Yeah, 100%.
Also, tell me about the last week.
I've been off with that for like a week.
What's going on?
Did I mean something?
Not really.
Just the war shit.
Played around with, like, Katana.
Nah, I was around for that.
Oh, yeah.
But, I don't know.
Nothing really crazy.
Started trading fucking leverage.
Cookies like doing their first like drop
with like the snap thing that they have.
Spark, I think, if you are interested in that.
But it's just been interesting.
Pass on the cookie thing.
What else?
Pass on the cookie thing. let's see what you like smoke
cookies or like what hybrid liquid has been holding really well uh it's like been one of
the best to kind of recover especially with like all the bullshit that's been kind of going on yeah
that one's good we like it yeah it's new solana yeah the new solana fork and shit like that but are you at nftnyc
fuck no no no no fucking way uh i'm this is my last day here i was here for the last week for
for business and permissionless stuff and that was it i'm not going to nftnyc
nope no hell no fuck
uh yeah of course like i think it's a
great idea but i'm not
i'm not going no damn nftnyc
maybe i'll go to the abstract event tonight
maybe if i have time that's about it
oh abstract's like
done something tonight
they're having a they rented out a
ping pong nightclub
that's whatever the fuck that means what is that is it a ping pong nightclub. Whatever the fuck that means.
What is that?
Is it a ping pong show?
No, you play ping pong.
It's two different things.
Everybody gets a cup of fruit punch.
I don't know what that other one is.
Yeah, Gigi, can you enlighten us?
What is a ping pong show?
They rented out a place called Spin.
Which could also relate to whatever the first thing you're talking about is, technically.
So it is kind of funny.
Is it like the box?
It's just like a two-story club.
You know that I will explain it.
Yeah, I know.
I know you will.
I was just kidding.
I was just kidding.
I don't know what you're talking about.
I just would much rather stay oblivious or act like I don't know what the hell is going on.
Even though I do.
100%.
I could go there, but...
They smoke cigarettes, too.
I could go there, but literally, guys, like, New York is 103 degrees, so I don't think
I really care to walk outside.
Does it ever get that bad, though?
Like, I...
I think this is, like, the hottest day in over a year.
Yeah, it's never...
I've been during winter where it's fucking cold as fucking shit,
but I didn't realize they have both fucking extremes.
Well, climate change.
Where do you think they are?
They're fucking way north, dude?
Like, next to Antarctica or something?
No, but there's been a a weird like weather pattern um heat
waves some places and then like snow storms and others like it's just global warming on steroids
yeah alpha by the way she's talking about when women pop uh uh uh ping pong balls shut off bro
like you're holy bro i got like younger cousins that listen to this space.
I don't know what you're talking about, and I muted it because I was just...
They don't have access to Google.
Yeah, they pop them out of their vagina.
Elon wasn't quick enough.
Vagina.
Thank you, Pete.
Thank you for enlightening me.
I genuinely wanted to hear about it uh
now i've learned something fucking new uh two bitcoin monks gotta learn something new every
day also just doing too much yeah someone like dm me an explanation i don't want to have to do it
on the show because i don't want to look dumb. But if someone wants to do it, you should Google it. He just told you.
Yeah, Pete can DM you.
Thanks, CG.
Yeah, you and Pete.
Oh, I'm not going to DM you.
Can I just tell you?
I don't trust Pete.
No, I don't trust Pete.
No, we're past.
If the joke is past.
Yeah, 100%.
But yeah, you haven't missed much, Jonah,
is all I'm saying.
There's been a couple of Kaido airdrops, too,
if you have been kind of tapped in
which have been kind of
what was the one today? Fuck, I'm
completely blanking
right now.
Oh, Magic Newton.
Yeah, where you played around on their site
or you just shared your
ref link or have staked Kaido
and you got rewarded really well.
That sounds like a candy bar
what does um what does the app do i forgot i used it day one when they announced it and then i didn't
use this shit after uh then i've used way too many that's pretty good pretty good
yeah tech is good jonah back for Jonah. You should get a reward heavily.
Yeah.
Sounds pretty good.
Sounds pretty good.
Sounds like a good week.
Yeah, markets, at least we're back for the most part, which I'm not.
We're back.
You just said you're about to get liquidated.
So are you shorting or are you longing, Alpha?
I'm longing.
And, like like bro this this
chart keeps fucking going like bro i could have cashed out at plus 200 if i would have uh left
uh set a take profit and stop loss uh but i didn't uh because that's not part of vibe trading vibe
trading is feeling out the fucking vibes and making sure everything's kind of straight uh yeah and whose vibes though are you tapping like and who taught you this method
oh i taught myself he made it up he he made it up he coined the term yeah it's been 24 hours
yeah honestly i think it's gonna work out i think it's gonna be great because vibe coding took off
so vibe trading like here in the next week or two,
every space is going to be talking about vibe trading.
Oh, I thought you were going to,
I thought you were saying alpha's trades were going to work out.
I was going to ask Corrupt, do you want to invest in alpha?
10 out of 10.
There's some noises.
Yeah, 10 out of 10.
I would invest in you, alpha.
Thanks.
Corrupt, if you want to invest, just send Sui to alphaco.sui.
I don't have a domain name on Sui, but I'd love to hear it.
Silver does.
Bro, do you know how many threats he's given me to take the damn fucking domain address
and I've just kind of forgot about it?
Like, it's,. Like it's...
Yeah, it's just the websites he's
contemplated. Well, okay, from what I remember
he offered to give it to you, then you
kind of like, you know, blew him off
and now we're here.
Yep.
He won't
stand on it. He's not creating no damage.
They never learn, Gigi. Them youngins
I'm telling you.
Yeah, until it's too late, right?ah aren't you in texas or am i like tripping i'm in new york right now you mean where do i live no but you live yeah no i live in florida
oh that's right duh sorry i totally knew that another slump i was gonna say texas did um i think they're going to be the
first with the btc reserve that's kind of big texas is great it's been a crazy week um with just
the war and all the drama but crypto is holding well markets holding well gold is doing well
it's kind of insane and we have the greatest stream of all time happening today.
Our very own kid.
Are you on Pump Fun?
Nah.
Is it a Pump Fun token?
Bro, you've definitely seen it.
Fucking Tristan Thompson shit.
No, I literally...
Literally the last week I've been AFK.
What?
All I know is someone...
I saw a comment saying Tristan Thompson is fucking Gigi or something.
Who's Tristan Thompson?
He's a basketball player who is also with one of the Kardashians.
I think Khloe cheated on.
And he's going live on Pump Fun?
Yep.
With the other Gigi.
He's got the curse.
Gigi's doing her first one tonight.
He's got the complete curse, which is
any Kardashian... Holy shit.
Any Kardashian who's with
a man, that man usually ends up
fucked up. He's like the only one that's excited about it.
Who said I'm excited?
I don't know who any of these people are.
Oh, well, why'd you say it like that, then?
I just said we must be down
bad if we're fucking the Kardashians.
Let them all burn in hell.
Oh my God.
That's not them.
I think we should love it.
I love that you're so non-judgmental.
I do think the world would be a better place
without that entire bloodline.
I agree with you, Pete.
You guys cannot say shit like that.
Everybody deserves life.
And saying
that people should be burnt
at the fucking stake. Yeah, bigger
things to worry about. Okay, so if you
If you could
go back in time
and kill Hitler when he was like 12
years old, would you do it?
Fuck no, dude.
Bro, what? Fuck no. there were some important things that happened
because of world war ii man it sucks that a lot of people died but so it goes welcome to war
i'm just saying everyone's like everyone deserves to live i don't know i could think of a few people
who don't i mean bro killing a child like bro it's it brings up you wouldn't kill hitler huh
yeah you think i would not ethical question that's been brought up and like bro it's it brings up you wouldn't kill hitler huh and you think i would not ethical
question that's been brought up and like bro this was like a question about fucking ai too
where they were like yo like if you can kind of i don't know have this ai tell you what this
person's about to be in the future if he's about to commit a murder 10 years down the line is it
right to kind of arrest them at this moment
or it's if if you were to go back in time before somebody even commits a fucking crime minority
report bro yes but whoa what do you mean by that but like bro would it be
would it be ethical to like i don't know even unalive or to fucking kill like a...
I'd kill Hitler as a kid, 100%.
If I knew what he was going to be, yeah, 100%.
See ya.
Just so the winner's right through the three books, just so everyone remembers this.
He was just a lonely, cold artist who just wanted to exist.
That's fine.
Have you ever seen the movie Boys from Brazil?
Yes.
I have that. Have you ever seen the movie Boys from Brazil? Yes? There's a beautiful
Leonard Cohen poem called
I Forgive Hitler.
Sorry, it's called Flowers for Hitler.
And it's a phenomenal poem. I suggest everybody
to read it. Todd, you were saying
something? My bad.
There's the movie Boys from Brazil.
That's the whole Hitler
predication that you're talking about in a nutshell, kind of like Minority Report was the other one you were talking about.
What do you mean by Minority Report?
Listen, I didn't say it. You guys were talking about DeLoreans earlier. I thought that that coin was called back to the future.
You know, if they did well, if they called it back to the future,
it probably would have done pretty good.
But they flopped with that.
Yes, but I'm sure there's copyright issues involved with that that would preclude that from happening, right?
No? Probably? Maybe?
I guess it all depends if it's the actual team
that's behind the DeLorean project.
I think the best compromise is I would just make sure that Hitler gets
into Austrian art school.
Maybe he just needed a friend.
A Jewish
friend. I don't think he needed
a Jewish friend. I think he tried.
No, he needed a loving father.
He needed a loving father.
We are the world.
We are the people.
I thought he didn't like his mother
Because she was like a prostitute or something
Nope
So he was the predecessor
Of the OnlyFans child
Didn't she also
Beat him
Absolutely
Absolutely
Hitler got the shit kicked out of him as a kid
You can read about it mind pump yeah so the environment that these people grew up what if instead of 12 years old
instead of like taking his life what if you like redirect his life and you know become a mentor to
him and teach him the good and the bad. You see...
Hold on, butterfly effect.
You let
Hitler go and become an
artist, but there's a 50%
chance that someone worse than
Hitler exists
like 20 years later.
Send it, bro. Let's do it.
Or you kill baby Hitler now
and we're okay.
Hitler was nothing compared to Genghis
Khan.
True.
That's okay. Genghis Khan is nothing compared
to the God of the Old Testament. Exactly.
Holy shit. Wait. Until that guy had a son,
he was just an angry,
angry being. Until maybe
his son mellowed him out, I don't know, calmed
him down. But if you've ever read the old Testament, I mean,
holy shit.
So out of control.
When you think of the pinnacle human being,
I think of Genghis Khan, like bro, like the, the whole point of us.
What do you mean by that?
Yeah. I don't think you want to stand on that.
This is, this is my case my case bro like is is to reproduce
and like bro as animals you're calling us all animals i mean we we are basically fucking animals
like oh yeah we have sentience and there are no one's fucking animals oh wait what did i say that
fuck bro like the the thing. The thing is, he has
reproduced multiple times
and his seed lives
on until today.
Didn't you say that you were concerned about your cousins
earlier hearing this space?
That was earlier.
He had a change of mind.
Yeah, his family left
so we could talk with adults now.
Bro, Genghis Khan, bro, was born 11...
Stop throwing me. I'm not your bro.
He also raped like a million people, Alpha.
Oh, for his bloodline.
It was for his bloodline.
Absolutely, dude. He was raping mad women.
Yeah, how do you think he reproduced that much?
You think everybody just wanted him?
Yeah, you think everybody just wanted to fuck him?
No, dude, he was raping everybody.
He was literally running into villages,
burning them down, and raping the women.
That's what Gaston did.
And everybody, this is who Alpha looks up to.
Oh my god.
You guys are not flipping this shit on me.
It's a recorded space, brother.
Should have waited until Saturday.
Yeah, you said it yourself.
I can delete this shit just quick.
But like, bro, the thing is,
I don't know, I just thought,
oh yeah, he was somebody who just reproduced a lot which now do you know or do you remember he reproduced
and he killed like he did both of those things bro his like genetics live on until today which
is kind of crazy to me but yeah he's trying to make me think that you're part of forced sex
yeah that's that's why they exist does. Wait, does he have the most offspring?
Yeah.
Genghis Khan, son, or Hitler daughter.
Bro, what's the...
Exactly.
Hitler daughter.
Oh my god.
Actually, isn't it Adam and Eve if you're really technical?
Imagine if they had like a child together
be like Demon Spawn.
You should actually look into it, Alpha,
if you want to act like he liked Genghis Khan.
He was overwhelmingly violent and all of his
boys were even more violent.
Remember the last time I had to do research
on fucking Genghis Khan?
It's in fucking fourth grade.
I knew you were fucking Mike.
My bad.
There's a guy making us listen to you eat?
I just had some banana bread, Gigi.
The thing is, last time I learned about fucking Genghis Khan was in third or fourth grade.
I've never had the need to go back into it.
U.S. history, 100%.
Did A-Push, did all of that.
Fourth grade, what was that, last year for you?
The year before? Yes, that. He did. Fourth grade. What was that last year for you? The year before?
Yes, absolutely.
Get him, Todd.
Get him, Todd.
I'm worried about it.
Did you and Genghis Khan grab drinks together, Todd?
You seem antsy today.
You know, you seem angry.
It's because he's been leveraged.
What's going on?
He's going to get liquidated shortly.
You want to talk about it?
You know, we're here for you.
Yeah, that's what happens.
He's about to lose five grand.
That's what happens when I
do trades while also
doing spaces.
It's just bad.
Yeah.
I tried to warn you.
I knew what the hell.
But I was like, it's been a minute since I've done this.
It got close to liquidation, Bryce,
but it's not there yet.
So we're fucking back. I'm hyped. I'm antsy, but
yes, I'm fucking hyped.
You seem to think that we're back, and this is
what we're talking about right now. You think the bull
runs here. Has there been a market report yet today? Have you done a
market report? I don't think.
Did we? I don't think so. No, you didn't.
Iran and Israel are still throwing bombs at each
other. Trump doesn't like it.
It was like within the first five minutes
of the stage.
Guys, just by sitting in my chair, my butt's sweating.
That's how hot it is in New York.
What is wrong with you?
What is wrong with you?
I'm smoking a joint and you're mad because I coughed, but you're telling us your ass is sweating.
I'll tell you what's disgusting, GD.
You.
It actually is so hot in New York right now.
I will.
That is disgusting.
You don't need to know that.
I love my bidet. Thank you. Wait, Pete. Wait, Pete. Do you not have air conditioning? No, I have an air conditioner. No, you're in I will. That is disgusting. We don't need to know that.
I love my bidet.
Wait, Pete, do you not have air conditioning?
No, I have an air conditioner.
No, he's in the tunnels.
What do you expect?
I have an air conditioner.
They always be in the tunnels?
Where I'm at in New York, I have the same temperature.
No, no, that's the issue.
Back in my day, men used to fucking fight wars and shit.
You guys were like, bro, fight wars, you know, get trench foot and shit.
Now you guys are worried about, oh you know get trench foot and shit now you guys are worried
about oh yeah it's way too hot it's 10 fucking it's 88 degrees and i'm bro like fucking man up
like bro it's that fucking easy it's like 80 something degrees out here too jonah i'm sorry
yeah you got ac oh yeah but bro i don't think this farm has fucking ac i had lunch with eddie today
it was awesome also the humidity didn't exist the way it does now, Alpha.
So your whole entire point was just thrown off, you fucking idiot.
Dude, I'm not going to lie. None of these people got slapped when they were kids.
It hasn't snowed here in three years.
I guess I did.
Not going to lie.
Eddie's actually really chill in person.
I don't know why he puts on this insult thing on Twitter.
Is Jim mad?
it took me a minute to think back to what that was about.
Yeah.
Jim was mad.
Actually,
Eddie,
Eddie went and met with Jim before having lunch with me.
you know,
it is what it is.
So you,
Alpha,
I'm just curious.
Cause I haven't seen him in the room and I don't know if something bad
happened or if he's just doing other things.
I'm just curious.
Like what happened to NB? I if he's just doing other things. I'm just curious, like, what happened to NB?
I think he's busy.
He sucks.
I think he's just been busy.
It's been, like, weeks since we've seen him, but he does come and go as he pleases.
I literally didn't think about him at all.
Basically, everybody started bullying him so much because he just wouldn't shut up when he comes up here.
You're both Floridian Jews.
Who said that? Pete?
Who's me?
I put you down there.
You sit in your sweaty popsicle chair
and keep your mouth shut.
I know.
Jonah, I don't want to talk about
how you and Eddie had fucking gym
for lunch tonight.
Or lunch today.
At least we can afford lunch. you're leveraged on fucking pizza yeah how much how much
where the fuck did you go to school in third grade and learn about gangas con
uh yeah hey class we're gonna teach about rape yeah i mean i don't think bro is like the norm
there but like bro it's even like continental right this is why kids shoot up schools in I mean, I don't think bro is the norm there. Intercontinental rape too.
This is why kids shoot up schools in Colorado.
They leave that part out.
Literally the godest at international
rape, by the way. Like the best.
Bro, can we stop saying that word?
But like, bro.
You're the one who said he's your hero, dude.
Oh my god.
You literally did say
that he's the quintessential human. You literally did say that you literally said that he's the quintessential human you
literally did say that i said sorry everybody alpha is just a little misunderstood today
okay i'm going to alpha you need to hug i'm going back to my excuse oh i'm sorry uh cultural
differences like i'm done new to this country why does alpha's country english is my sixth
language and i do have to...
There's like a giant language barrier.
Whoopsie, I used the wrong word.
Is that better for you guys?
There, I cleared it fucking up.
To be fair, he didn't know about the rape part of Genghis Khan.
Imagine looking up to somebody you don't even know.
Imagine English being your sixth language and saying, whoopsie.
You speak six languages?
Really?
I'm going to call an ICE and send them over to Colorado.
You have phenomenal contacts
at that. Can you bring ice over here?
It's hot as hell.
I mean, if you're doing that, Todd, you might as well
tell us how the coffee
dates with Genghis Khan were back in the day.
I'm kidding.
What?
You know.
What does that even mean?
Are you saying I'm old?
Is that what you're trying to get at?
Yes, that was the joke.
Okay, yeah, yeah.
That was really funny.
That was good.
Wow.
Yeah, we broke 100 in New York today.
Yeah, bro, it's hot.
Is it hot in Chicago?
It's been like 95 all weekend since like Saturday. And that's been hot as fuck.
About 16 hours north of New York and we hit over 100 today.
Yeah, back to weather.
I was in Phoenix and it was 120.
I know.
120.
Listen, listen.
120 in Phoenix feels 100 times better than 100 in Phoenix.
No, no, no, no.
I hate this argument.
I live in Vegas, bro.
I hate this argument. 120 in Vegas Vegas, bro. I hate this argument.
120 in Vegas is like
120 degrees
is 120 degrees, and it's
fucking real.
No, no, no. Try it. Try it. It's different, bro.
Relax. 120 in Phoenix, you don't sweat. That shit evaporates.
Pete's got his asshole stuck to the
fucking chair. Literally, bro.
Oh my god, disgusting.
120 degrees, bro.
Brown leather. That's unlivable. Dude, literally. Bro my god, disgusting. 120 degrees, bro. Brown leather.
Unlivable.
Bro, can you guys have fucking decorum?
Shut the fuck up, Alpha.
Bro, can we have decorum in this heat?
Oh my god.
I don't want to hear about...
Bro, just...
Liquids...
Grip, but I can't. I agree with jonah okay capo capo silver oh a bunch of suey heads man
what's good y'all how are you guys doing today dude i'm doing good bud uh just came up here i
saw your space earlier was titled uh liquidation alpha co i just want to come in and see how your
trades were doing how that's going.
You had the DMC token drop today on Sui.
It's absolute shit and garbage.
Don't know what the token's for.
Don't know where it's going to go or what it's going to do.
What are you talking about, bro? It's the future of finance.
I'm still holding, so stop fucking falling my bags, bro.
Wait, is that the Delorean one?
That's the Delorean one?
It is, but not now, bro.
Later. Give it a bit of time. Capo, is that the Delorean one? It's going to zero. That's the Delorean one? It is, but not now bro, later.
Later.
Give it a bit of time.
Capo, are you the dev?
Yes.
No, I'm not.
I wish I was the dev.
Like, I would've given Binance 10% of my supply, so they listed on futures, and then they would've
just shorted the shit out of my token, and I would've done it as well.
And altogether, we would've just dumped that shit to zero it would have been great there's there's something about people
who trade like all coins on sui that or just meme coins on sui that that do suss me out a hundred
percent get sussed out by every single one of you guys but i mean i love to see you guys are
participating in the fucking eco like bro it's, it's not like I'm not...
What do you mean, sussed out, bro?
Yeah, what do you mean, you guys?
I came up to this shit, bro, it says altcoin season,
and all I hear is fucking Hitler, and fucking
he needs a Jewish friend and shit, bro.
You're sussing me out, bro.
And a guy talking about his ass
dripping off sweat and whatnot, bro.
You know, it's kind of sapo. It's disgusting.
What kind of fucking PFP is that, bro?
What are you, a skeleton alien friend?
It's a Dooney, Pete.
Yeah, you look like shit.
You look like fucking shit.
Don't you look like shit?
You look great.
You look great.
You look great.
You look great.
You look great.
You look great.
You look great. You look great.
You look so fucking great.
Hold on, Pete.
Like, little boy, it'll be all right, man.
Pete, let him talk, man.
Hey, Capo, what's up, man?
You don't like them with kind, right?
It's freedom of speech.
Bro, bro, please.
When you guys are speaking, no racial undertones.
Please, for the love of God.
What do you mean, no racial undertones?
Yeah, what do you mean by that, Alpha?
Bro, he's like calling him boy and shit.
Like, bro, can we like...
Wait, what?
What do you call him?
Bro.
The guy who calls everybody a monkey.
This is rich.
Seriously.
He's a big evolutionist.
He believes in the Darwin situation.
What a great last 15 minutes of the space today.
Pete, what's the temperature difference between the tunnels and out of the tunnels today?
The tunnels are like 135 right now, outside like 115.
Don't forget the bed here.
Also, I just wanted to say alpha.
I think it's about that time.
Just giving you the heads up, telling you what you should do.
So, anyways, go ahead, continue.
The thing is...
Wait, can I ask Chicago a question?
Of course.
What's the difference in the temperature
in the tunnels in Palestine
that Hamas is hiding in
and the temperature outside?
Is it on a day where Israel cut the power
or is the air conditioning working?
A combination of the both.
Let's say both.
Well, I mean, if the air conditioning is is working it's probably like 72 in there the difference is
air conditioner in the tunnels what bro are you kidding you spend a hundred billion dollars on
tunnels bro you're putting ac in that i'm glad it's pretty fair it's a fair boy i'll have ac
that's where they're all their money went uh, dude. That's the one thing about America
that we did right is we have air conditioners.
Thank God. Really?
Yeah, dude. These French
and these Italians, dude, you all smell like shit
because you don't have AC.
We could be a third world country, but we do have AC.
What is that about? Not liking
ice in your drink.
Oh, that I understand.
That's diluting your drink. Yeah, they dil understand. There are reasons for that. That's diluting your drink.
Yeah, they dilute the fuck out of it, right?
They're making a ounce of food in the rest of us.
There's also, like, specifically in Asia,
there's a reason why they don't drink anything cold,
and it's because it actually fucks with your intestines.
Drinking cold water...
Drinking cold water shrinks your stomach.
So it fills your... That comes from Genghis Khan, right? drinking cold water shrinks your stomach something something something
that comes from
Genghis Khan right?
yeah but
comes from Korea
yeah but hot water is good for you
so one third
of the people is from Genghis Khan
okay but if cold plunging is good
for you why is drinking cold water not good
for you like it's the same fucking
it's the same fucking... It's a cold plunge.
Are you fucking...
It's the same thing, bro.
It's an English...
You're not.
Okay.
Like, bro, as much as I would love to hear, are you guys like the liquids that fucking
go into your mouths?
Like, bro, like, can we keep this, like, family fucking friendly?
Just literally for a couple minutes.
It was plenty of liquids.
We were talking about ice baths.
How is that not family friendly?
What was the word you used after family? Alpha? What was the word you used after family?
Alpha?
I remember when Alpha was a badass.
Now he's washed.
Okay, Pete. Thank you.
Back in my day, Alpha was still an alien friend.
Now he's fucking over here.
Remember those little days of alien friends with Alpha?
Yeah.
Yo, but he's on this answer mark right the anime pfb and
shit so it's good like i'm good i'm proud of you alpha oh my thank you guys he's still not buying
anything root so he's not on no fucking arc no no i know i'm leverage trading i'm vibe trading uh
and i i am almost i'm up what the fuck is vibe trading
I'm gay it's only for me it's it's literally my new trading style so you pump on song and then
you go vibe to it and you absolutely not it is I open these fucking leverage trading platforms
not knowing how the fuck to use them and then I kind of close my eyes and i'm just like what do i feel like is going to go up or down today ah hell no and then i pick one and then
once i pick that one i decide on what i want to do whether it's long or short and then i just
maximize on it so if it's the max is 50x i go 50x if the the the uh and i just wait it out no stop-loss none of that and I just kind
of watch and see how it plays out so you don't even like check anything like how
the news is and how people react on you know that's that's exactly what he does
though yeah that's exactly what by by trading is just exactly that he watches
the news he listens to all the clowns on here and then he's like wait should I
put my position up or down he's checking the vibe and and if somebody in this space is to hypothetically tell
me yeah long this i will do it if somebody tells me to don't long this i will do it i will it's
just listening to all the advice and making those people are the they want you to be the extra liquidity, right? They say, hey, alpha, go long, and they go short.
So come on, bro.
I thought I was a stupid one in the spaces.
The thing is, so I started, like, the spontaneous leverage trading yesterday.
Just for context, too, I watched Dumb Money two days ago.
But, like, I was like, bro, bro like this could be like my roaring the the
other side of roaring kitties arc where i'm just shorting the shit along the fuck out of this shit
and becoming so now he's a roaring kitty the next arc he's got that kind of clout no no no not him
i i want to be the next ken griffin brother that's i want to be citadel
but you guys you guys with these fucking narratives of like,
oh, he wants to be the next 400K.
I can give two fucks about the...
Ken Griffin Jr. or just Ken Griffey?
Ken Griffin from Citadel.
Oh, sorry.
The bank?
Or are they a hedge fund?
What are they?
Yes, hedge fund, brother.
Hedge fund.
Fuck.
Hell yeah, dude.
That's my people.
Yeah, I saw them in the movie with... You, ken griffin hell yeah dude they're all fucking multi multi multi multi millionaires i'll take it
how do you have no money and you're jewish i got money who who's jewish just kidding i
have 30 cents to my name 30 shekels bro it's good that you have 30 shekels? Bro, it's good that you have 30 shekels.
They're gold, right?
Oh, my God.
We're going back to the Jewish fucking conversations.
I think we should love each other for whatever our backgrounds are.
And I think that...
Fuck no.
Racism is key, bro.
Yes, sir.
Oh, my God.
No, no, no.
We're not fucking pushing that shit.
Yes, make jokes with each other.
Do all of this.
But no, say no to racism.
Say no to drugs. Say no to of this. But no, say no to racism.
Say no to drugs.
Say no to fucking everything.
Homophobia, xenophobia, all that shit.
Sexism.
Fucking, if I missed one, whoopsie fucking daisy.
I'm like, yeah, we're about to call it fucking space.
But yeah, if you guys haven't followed all the speakers, make sure you're following all the fucking speakers. Not on fucking Al's time either, so fuck you.
But yeah, we'll be running this back tomorrow.
Same exact time.
Appreciate everybody showing out.
Yeah, genuinely appreciate you guys.
Bye guys.
See you tomorrow.
