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CPI Day & Banks Under Cyber Attack?! on Coffee with Captain #1,114
Recorded: March 11, 2026 Duration: 1:59:22Space Recording
Full Transcription
I'm I'm telling you. I'll sell you a percentage on Nebula.
Shout out to Vince. Yo, set it up. I'm about to get them all. Are you with that? In a white boat surrounded by blue. I want one, but I got a cartoon. I want to fly high in the sky, arms out wide, trying to swore from a bird's eye view.
I'm on fire, Nikki, Bobby.
Cracking the pavement, Whitney, Bobby.
I'm a Saki bomb.
Hiroshima, Nagasaki, Naga, Sam.
I'm on fire.
I'm on fire.
I'm on fire.
I'm on fire.
I'm on fire.
I'm on fire.
I'm on fire.
I'm on fire.
I'm on fire. I'm on fire. I'm on fire. I'm on fire. I'm on fire. I'm eye view. I'm on fire, Nicki Bobby. Cracking the pavement, Whitney Bobby.
I'm a Saki bomb, Hiroshima, Nagasaki.
Bruce Wayne been a dog, and I keep a 101,
because I'm feeling kind of spotty.
Sipping on some rock, and I'm slipping out octane.
The only thing around my neck is the rock team.
Kick-Bop.
Now I got coins.
I see where y'all going.
And pop it since web one.
Hello, home, web two. I was living the dream. Now I'm on web three. CFL. And see where y'all going. Poppa since web one. Hello, home, web two.
I was living a dream.
I'm on web three.
CFL.
And it is what it seems.
Topping the pyramid schemes, I'm telling you.
I'll sell you a percentage on Nebula.
Shout out to Vince.
He'll set it up.
NFT Twitter, my 10.
See him with the ghosts and we ballin' at the Bronte.
Credo, credo.
We can make a trade, get the members.
Feels not fallin' for the FOMO.
Listening to Coffee with Captain.
You know we were a wide-day loco.
I ain't never gonna stop rapping.
Orlando, yeah, we working magic.
We working ethereal in a team.
I just went and caught me a habit.
Man, I got to shut up.
Found it off with a bitch.
Now I got coin.
I see where y'all going.
Man, poppa since web one. Hello, ho. On web two. I was living theop. Now I got coins. I see where y'all going. Man-poppa since web one.
Hello, hoes on web two.
I was living the dream.
Now I'm on web three.
CFL.
And then here's what it seems.
Top in the pyramids, I'm telling you.
I'll sell you a percentage on nebula.
Shout out to Vince.
Yo, set it up.
We can't move the truth, one.
But it got knowledge to move, son.
I'm shocking the shades with my brother in suits.
Yeah, them blues is coming. Even though it's hard to pick, any money, mo. Sold'm shocking the shades with my brother in suits. Yeah, them blues is coming.
Even though it's hard to pick, any mighty mo.
Soda on the mix, no biting lips.
It's time to go.
Index number one, no thumbs up.
You gotta scroll.
Looking at the ghosts in studio.
It's time to go.
Had a helmet on by myself until I met a mask that wanted to have a face on.
So I had to bring my chainsaw full, take a cast and a bribe when my brakes off.
I'm A1, but a different kind of steak sauce.
GMGM, welcome to Coffee with Captain. Happy Wednesday, everyone. Grateful that you're all
here. I'm Cap, no co-hosts today, but we have a special guest or two kicking off a new sponsor
today. A lot of exciting stuff to get into. Busy, busy night in the new streets. Maybe not so much
the crypto streets, but we do have a CPI print coming today in about 27 minutes. We will pull it up
live and see what, if any, impact it has on the markets. Hopefully, it's a good impact. I did
just open up a long right before the show. So we will be watching that closely. And I think, yes, I took a quick trip to the Bahamas this morning.
So I'm going to enjoy the Caribbean.
And we will see how the CPI print treats us.
That said, as always, never do financial advice this year.
Crypto is risky.
NFT is risky.
Oil, it's all exceptionally risky and extremely volatile. Don't join for do financial advice this year. Crypto is risky. NFT is risky. Oil. It's all exceptionally risky and extremely volatile.
Don't join for any financial advice.
Just some fun, some information, maybe a little bit of education along the way.
And now with that out of the way, I do have some, we'll say, I guess, rather appropriate cold open material as it's not necessarily in the world of crypto, but
maybe some prediction market enjoyers hit on a few of these items. But per the title, BAM,
if you're not a sports ball fan, I know we don't have Outer on today, so bear with us as we don't have our in-house sports analyst.
But Bam Adebayo dropped 83 points last night.
Second most ever.
Well, I think the first most ever.
I think the Wilt Chamberlain 100 points is a conspiracy theory.
is a conspiracy theory or conspiracy theory did not hit 100 points in the game i think kobe's
Conspiracy theory did not hit 100 points in the game.
81 now getting some getting some um some flack on the timeline while he did score 83 points and
that's been confirmed he shot like 43 free throws to get there uh the the the heat were fouling
relentlessly even despite being up like 40 points just just to get Bam more attempts to the free throw line and more points.
So kind of a scam. If it's at all possible to scam your way to 83 points, Bam certainly did that.
But a little bit of more you know this morning as we warm things up.
Bam is dating Aja, Aja Wilson, who is a WNBA star.
And to go with Bam's second most points ever in a single NBA game, his girlfriend also has the second most points ever in a WNBA game.
So I don't know what it means, but interesting nevertheless.
Sticking with the sports cold open material,
I'm getting excited about the World Baseball Classic.
Actually going to be watching Venezuela versus Dominican tonight.
And while this game, it's two rivals,
they're both 3-0 in their pool play,
this one doesn't matter because I think both teams have locked up the pool play round and will be advancing to the elimination-style bracket.
U.S. yesterday, apparently their manager thought they had locked up their pool
or a trip to the bracket style.
If you're not familiar, it's kind of like World Cup where they got pool play.
There's four or five teams in the pool
and then the top two teams advance to the bracket.
And then I think there's eight teams in total
play single elimination to determine the champion.
Well, they got beat by Italy,
who's not a baseball powerhouse.
He threw out not his best pitchers,
whereas like the other day day we saw Paul Skeens
just dominate it was like Ryan Yarborough and I don't even know who else pitched but it wasn't
wasn't great and in in the postgame press conference like you know it's weird because
even though we've already punched our ticket we want you want to win those games and they have
not punched their ticket they need need actually, it's actually kind
of the outcome. I think if, if, so if Mexico, if Mexico wins, then wait, here's, so here's the
outcomes. If Italy wins, they advance and USA advances. If Mexico wins and scores more than five runs,
then Mexico advances and the USA advances.
If Mexico wins and scores less than four runs,
then Mexico and Italy advance.
So long story short, if you're rooting for the Americans today,
we need either Italy to win or Mexico to win and score more than five runs.
So if Mexico scores more than five runs, they're in.
Because whether Italy wins or Mexico wins, we need Mexico to score five runs or Italy
win and then we advance.
It's not really that important or that meaningful,
but I don't know.
I'm enjoying it, and it's getting me,
I'm actually going to do a baseball, fantasy baseball league,
which is the first time in a while.
Yes, by the way, Katie, thank you for the reminder.
We are back in Abstract.
Abstract is live once again,
so if you enjoy watching the video stream,
you can find that not only on YouTube,
but also X video feed.
It's now live on my X and Coffee with Captain channel
because we needed to turn it on on mine
to get the Abstract working.
But that said, it did work.
And we are live over there.
Again, CPI coming up in a half hour.
We also have banks potentially under attack We are live over there. Again, CPI coming up in a half hour.
We also have banks potentially under attack,
getting drawn into this war in Iran.
More on that later in a bit as well.
I've got to see if I can fit this whole title,
and I believe so.
And as always, open stage today.
So if there's any questions, comments,
anything that you want to discuss or go a deeper dive on,
whether it be topics we've mentioned on the show, or whether you want to discuss or go a deeper dive on, whether it be topics we've
mentioned on the show, or whether you have questions for our guests or something entirely
unrelated. But as long as it's in the crypto streets, we'll accept all nominations for topics
to discuss today. CPI Day in Banks Under Cyber Attack. I'm going to put question mark because we don't really know on Coffee with
Captain. I'm not saying that would be bullish crypto, but might be bullish crypto if we get
additional threats in the financial streets. The long, if you're keeping score at home,
long not going well. We needed to go the other direction for my levered Bitcoin trade.
It goes down too much. We're giving back the gains we hit from the ETH long print the other day,
but I digress. So as I mentioned, CPI print dropping at 830. We will come back to that
when it drops. Got Bitcoin sitting right now around 69,000. Question is, isn't just where inflation comes in at, but whether the number finally gives
the Fed a reason to cut before this geopolitical chaos gets even worse.
The Clarity Act is one vote away from collapsing in the Senate.
And somehow, I don't know if we'll get
into this one today or not, but we have a Bitcoin mining company in space now. A satellite just
launched into orbit. It's going to be an interesting day for sure. But looking a little
bit ahead, you know, CPI is expected to be 2.5% year-over-year, which would be slightly up from January's
2.4.
But here is the, I guess, the big deal this month or non-big deal this month is this,
February's data was collected before the Iran oil spike. So that oil volatility and the chaos that ensued there
is not going to be in this March print today.
So we'll see.
I think next month's CPI will be even more meaningful
or more impactful, but we'll come back to that here
in about 20 minutes. If you have any high-level takes on inflation or how we think we see the
market reacts, looking at some experts, we get lower than expected, so below 2.4%.
The disinflation narrative re-engages, Fed cuts, the odds of the
Fed's cutting rates would surge, and Bitcoin could push 74 to 78K maybe. If it's in line,
we probably hold hopefully 69, 70K, and then all eyes will shift on that Fed meeting next week.
That's a week from today, March 18th. And if we get higher than expected, you know, 2.6 or above,
kind of will crush our rate cut hopes, you know, probably signal risk off. And
we will probably look at maybe testing that 65K support. So we will see, we know here at least
the first wave in about 18 minutes, and then the 18th next month will be the big issue.
I mentioned the banks looking to kill, well, yes, banks under cyber attack, not because of the
Clarity Act, rather the conflict in Iran. But the Clarity Act, it passed the House 294 to 134, has bipartisan support,
has the White House backing, but yet completely sold in Senate now for months because banks don't
want crypto platforms offering yield on stablecoins. Yesterday, senators floated a new compromise saying prediction markets, now the prediction markets put passage only at 18%.
I think that's for the year.
Let me double check.
Let me see what Polymarket has to say.
That would be a rather not a great turn for what seemed to be inevitable at one point.
Now, not looking great. for what seemed to be inevitable at one point.
Now, not looking great.
So Clarity Act signed into law 2026 is still showing,
that's going to be not the best one,
because that one is still showing 60%. Let me see if I can find another chart.
I know I saw one, unless someone was just screenshotting something.
Looks like...
Yeah, maybe that's it. Maybe 60% on the year. I'm looking for like the, maybe it's Koushi. So I was looking for one that has the breakdown by months. And Polymarket, I will give you what the prediction markets say. Maybe this is you can live bet if you don't want to be trading Bitcoin or ETH or anything.
Yeah, maybe that's it.
Maybe 60% on the year.
I'm looking for, like, maybe it's Cauchy.
CalSheet, with about a million dollars in volume, has CPI print coming in.
So this is actually, I guess, mid-month last month, it was looking like 2.8% was forecast.
Now we're down to 2.4.
Above 2.3, 91% chance.
Above 2.4, 48% chance.
Above 2.5, only 17% chance.
Remember from the opening there, the consensus forecast is 2.5. So I wonder how this
pays out. Like, I'm guessing then if it's like 2.501, that would be the yes bettors would pay,
but most likely looking like 2.4, which would be, if it's actually 2.4, would be below expectations.
which would be, if it's actually 2.4, would be below expectations.
So we will see.
2.4 was where it was at in January.
Let me go back, though, to Clarity Act.
Yeah, now it's showing before May, only 10%, before June, 40%, and before the end of the year, 68%.
So, unlikely we see anything, not just in March, but April as well.
And maybe we get something in May.
It looks like 40% chance we get something in May, but we will see.
Abstract streets are live.
Yes, they are.
Be epic.
I know I said that was all my head on cold open.
I do have one more.
I buried the lead.
We had one very important cold open topic today.
My daughter, who has not won, not two,
but three lacrosse games this week. First game was last
night. Then we got another one tonight. And then the third one in on Thursday. So back to back to
back. If this was, if they were NBA players, half the team would be taking a rest day today,
but they're not, they will be getting back at it today. They are playing really good. I would say
like exceeding expectations of many coming into the year.
They've only lost two games. Both of them, they lost by two goals in both those teams. They lost
to one was like a defending state champion and the other, um, it only has one loss on the season.
Uh, it happens to be to the team that they got beat by two as well. So playing really good
last night, they smoked, uh, the team they were playing, and my daughter had her first
hat trick. So three-goal performance in the lacrosse streets. Hopefully, we can keep the
streak going again today. This is the reason they've got three in a row. This one was rescheduled
from a rain out, but pretty decent team, a team that I believe beat them last year pretty handily. So we are looking forward to keeping the streak alive, heading into
the second back-to-back-to-back games. Again, if anyone has any hot takes on what we might be
looking forward to here, if anyone says, I'm crazy, close your long before 8.30, I could be convinced either way. I even shared it in the war room that
while I have it open, I'm not doing so with a lot of confidence.
I'm hoping we get a bounce here. And I probably won't ride it long. If we do,
Probably won't ride it long.
If we do, probably going to be rather short-lived
and might just take a quick profit,
if there's even profits to book.
Just to touch base on Pudger World,
thanks for the follow-up, Beepic.
I'm curious anyone else got in there last night,
whether with yourself or any kiddos.
Beepic says,
My nine-year-old son really enjoyed leveling up as Penguin
and playing the minigames.
We battled Rog and Fish for an hour.
Can anyone give me, like, what are, because I've got in there, we saw yesterday, played around a little bit,
but have not done, I've not played all the minigames.
It's not grinding or anything.
What are the minigames?
I saw, like, fishing, I know you could do.
What other minigames are the mini games? I saw like fishing. I know you could do what other mini games are live in abstract. What did your son enjoy? Any particular mini games?
And it would be curious to hear like whether kids or not, what are the fun and exciting
things? What should someone be checking out if they get into Pudgy World?
Let us know. Drop that in the chat. Seeing some new listeners out there in the audience this
morning, welcome. Welcome to Coffee with Captain. If you're new here, we do go live every Monday
through Friday at 8 a.m. Eastern time. I will drop the link for tomorrow's show here in a bit.
You can hit that reminder. I'll put it up top if you'd like to come join us. We typically kind of the flow of the show to give you an idea.
We cover a trending topic, well, usually cold open, supposed to be five minutes. Sometimes it
goes 30 minutes, but five minutes of cold open, mostly nonsense related to things in the world
that's not crypto, but occasionally some crypto nonsense will get in there also. But we go cold open. And then shortly after cold open, trading topics,
news of the day, daily market update. And then around the nine o'clock hour, 8.45 to nine,
we have, often when we do our special guest, we do have a sponsored interview today at 8.45.
Just a brief, when I say sponsored interview,
sponsored segment is more fitting.
We will be highlighting some builders,
courtesy of our friends over at Unvault,
but not a full interview.
And then in the second hour of the show,
kind of just wherever the morning takes us,
what trending topics inspired questions or comments or
interaction. And it is a very much so a participatory show. So we, it is an open stage.
We want to be respectful. We use hands and certainly respect our guests time. But if you
want to join the conversation, you don't have to come up on stage. You're welcome to join the
X audio spaces and join the conversation live,
or just add your questions, comments in the chat.
You can do that on any of the chats, whether it be YouTube,
abstract or down here in the purple pill in the bottom, right on the X audio
spaces, any and all will help.
And while we can't guarantee we'll get to all of our questions,
especially if it's pertinent to a guest,
we'll do our best to get
as many as possible answered
before we wrap up today.
And then, yeah,
eight to ten typical days.
Occasionally we get along,
but that's Coffee with Captain and Nut Show.
And when I say it's a participatory show,
I'm not, no exaggeration, like our audience
often makes the show not, sometimes it's just adding to the content, sometimes adding to
the conversation, but often it is not just adding to the conversation.
It's, we'll be talking about a subject like inflation and CPI, where I'm not a macro expert.
I'm not an expert on CPI and someone will jump up on stage and, you know, they, you know, deepen those streets and can help educate
the rest of us on what we might be missing. Or we'll be talking about a crypto native project
or brand. And the next thing you know, we've got a team member or the founder on stage because
someone in the audience, you know, is close to the team or in the project,
and they shoot him a DM, and next thing you know,
they're joining us on stage for an impromptu interview.
Reem says, oh my goodness, you took me back to when I was 12.
I would put this track on as I walked by the bus section of school.
I danced my way to the buses and casually embodied the diva I already was.
If you missed it, that was the other thing that went viral last night from, I think Autism Capital
was the one who started it, but it was, at least that's where I saw it. And I said, this was my
morning post this morning, that in the midst of the greatest era of music ever. So I would say like late 90s, early 2000s,
greatest era of music ever.
One of the anthems during that period of time
was none other than Butterfly from Crazy Town.
And I just, they also,
Autism Capital reminded me that
there's, there's kids on this app today, maybe even listeners in here today that, um,
haven't, haven't ever heard crazy town before crazy town. I'm hesitant. I'm actually, I'm
going to do this. Let me know if you're getting the echo since we're having so many audio issues
with guest speakers. I actually, I might need a guest speaker to pop up and let's test that today if you don't
mind. See, hopefully that echo is gone. I really haven't,
can't take credit for fixing anything, but this quick, uh,
I won't play too much. I don't want to get our, our, uh, YouTube count hit,
but I'll give you like five, 10 seconds, maybe five seconds of a.
Not even sure it was coming through. Um, why I did that? I'm going to go check my speakers or everything's set up correctly. So anyways, GM to all of our GMers, Thomas,
absolute zero Corona, helpful soul andPain holding down the YouTube streets.
And yeah, we did touch on, Thomas says, not much of a basketball guy, but did you see
that Miami Bam Adebayo scored 83 points?
Yes, he, we hit on that earlier.
And also your more you know information today was that his girlfriend of the WNBA stardom has the second most points in a WNBA game as well.
So their child in 20, 30 years is going to be the first one to actually put up over 100 points.
Thank you, B-Epic.
This is very helpful.
I'm going to share this in case you all are looking for something to do in Pudgy World.
Here is a shot of the minigames.
Any of these, we got Roggenfish.
We've got Bellyboard.
We've got Polar Pairup, Pudgy Pie, Pingu Path, and Polar Roller. I have not played any myself, but curious if anyone,
any of those jump out as like, oh, this was great. You got to play this one. If you had to pick one,
which one would you recommend? And I do like, I mentioned yesterday, I like how you can identify
friends. You can start building your friend group chats. chats again this may not be novel or brand new but well done from a we're talking community isn't just a buzzword it is
real here and a lot of this industry is is a lot of the value people see what not just brings
people in but what keeps them coming back is that community.
And so I think some of the,
I don't want to say table stakes,
but some things that are doing well are the ability to identify
and connect with friends in there.
And then, you know, in these mini games,
having leaderboards,
tracking the top people,
giving people reasons to come back and play
beyond just walking around an open world
and exploring.
I think it's the challenge with an open world is,
okay, now what?
Now what do I do?
And I suspect that we'll see probably both some of these mini games swapped out for others.
Maybe some stay as always on, but I think we'll also see some additional new mini games
as things progress.
Bibi Epic, thank you for sharing that.
Very helpful.
We even have a clip of a ROG in Fish Run.
I'll give you that quick preview as well,
and then probably go ahead and jump right into a daily market update
before CPI, and we will be watching how things respond.
But here is a ROG and fish run from Be Epic.
Give you a little larger view there.
Basically, trying to catch things as you reel up your reel up your fish avoid the
obstacles catch catch as many fish as possible and then shoot the fish okay
again simple fun mini games and I think the pudgies are cute.
I think it should hit with the kiddos.
Crazy and cool.
People like the pudgy world.
Thanks again for posting that.
Yeah, people are having fun.
People are enjoying it.
Teacher K said a bunch of us holders were in there last night
while on Spaces with Dow Jones.
Drop a pic in the chat. I'll drop a pick
in the chat. Yeah, that is, I mean, it's what I like about Other Side. It's what I like about
Pudgy World. And I think off to a good start on the community front. That's it. It's 828.
Here, we're going to do this. We do have, I mentioned, new sponsor today. New but old sponsor.
We are running back our sponsor from last year tax season. Awaken Tax is back, and we have a $50 discount for both new and returning users. You're going to use either code COFFEE50
or RETURNCOFFEE50 for those returning users. All one word, all lowercase C O F F E E 50 or return
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you've probably heard of Awaken Tax. A lot of the, not just the War Room, there's dozens of people in there that use AwakendTax.
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It just works far better than like Coin.ly or some of the others that came prior.
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That said, the daily market update now.
We're going to start with NFTs, and then we will flip over to Bitcoin, which looks like
it's up a little bit on the news.
If anyone has a CPI print, drop that in the chat or tag me,
and we'll cover that as we shift over to crypto. But CryptoPunks, flat on the day, 29.79,
little pudgies down a percent to 0.48, apes are down 0.2% to 5.45, big pudgies up 0.2% to 4.36,
hyper is down 2.8%, warplets, not sure what that is. It looks like maybe a
Freemint or maybe it's an OpenSea farm, not sure. Doodles up 5.9% on the news that Evan,
one of the co-founders, is returning. They're up to 0.51. Mutants up 1.4 to 0.82. Moonbirds
continue dipping a little bit, down 4% on the day to 0.96. Quirkies up slightly, but up once again, 1.17, the surprise sleeper of
2026. A big winner so far. And as I've shared previously, I do not think it is a coincidence
when you're talking royalty protection. They moved to a royalty protected contract a while ago. They
did it the hard way. We have a simple way for teams to move to royalty protected contracts.
Now, we'll hit on that in about 15 minutes. DelMundo's up 17% to 0.08. Might be getting
a run number two from DelMundo's. Mochaverse up 22% again. This is two days in a row they've had
a big lift. Not sure what's going on in Mochaverse world, but if anyone is aware, let me know.
Rest looks like, you know, Normie's up 0.05, up 5% on the day.
That's a newer mint that's, that has continued to be relevant. The Nibbles 0.02 down 15%,
but I think still at, at right around mint price, if I'm not mistaken. And Good Vibes Club
up 1% on the day to 0.8 E. And if I'm not mistaken, I believe they just flew through one of the big
strategy sell walls. GG's to the team. Congrats to those holders. And we will certainly continue
to be following along that collection. One of my favorites, even though I have my exposure is
limited to the honorary today, as much as I would say, I'd love a dip back into the 0.6, 0.5, 0.6 range
to reenter. I hope it keeps running for all the holders. I also noticed Pudgy rods up 5.5%,
1.14 on the day. I assume it's just speculation that there might be added utility for the rods in Pudgy World?
Or was there something announced that I missed?
Does anyone know why rods are running?
Is it just pure speculation?
Or is there some added utility for those rods in Pudgy World?
And that's the one thing.
I know it's early and people even said,
best to not have incentives at launch for games like this get true
users and not farmers and while i do agree at the same time i do hope they reward pudgies little
pudgies rod holders i hope there's some added utility uh in the game at some point even if it's
not financial give them a reason to hold give them something just like luca says you know once
it's twenty dollar toy to be better than the $20 toy on the shelf next to it.
I think if you're holding a pudgy, a little pudgy, a rod, you should have some extra perk in pudgy world than someone who has no assets.
That said, looking over at the majors now, Bitcoin down 1.5% on the 24-hour clock, 69,275 at this moment.
ETH at 2020, $2,020 down 1.54%.
BNB down about a percent.
XRP down 0.32.
Solana down a percent and a half to 85 bucks.
Tron up a percent.
I mean, pretty neutral day, down slightly. Hyperliquid, like the big winner,
up 2.27%. And fear and greed continues to be at 25. Depends on what chart you look at. Some are saying extreme fear. And I think I saw now six weeks, six weeks of extreme fear seems, I mean, seems wild, but
hopefully that is a sign of good things to come.
I was looking for the actual, I don't want to misspeak on the data, extreme fear at,
I'm not seeing it.
I'll do a search and come back to it if I find it.
But I think
well, not only think, I do know
historically
extreme fear
has been followed by
all-time highs.
And I'm not saying we get that.
I'm not saying it happens imminently.
But yeah, fear and greed.
I knew I just had this up too.
I'll do a better job of saving that link next time.
But yeah, fear and greed at extreme fear or very low, low fear historically has, has following
that has led to all time highs. And I'm confident we get there. I just don't know if it is in the next weeks, months, or even 2027. So every prior extreme fear episode, 2018,
2020, 2022, was eventually followed by new all-time highs, eventually being the key word there.
Polymarket, 62% now expect Bitcoin to fall below 50,000 in 2026, majority bearish for the first time in years. We're hearing others, you know,
deep bear market, 30% downside possible, targeting 46 to 49K. All that said, the institutions continue
to buy. We've had this week, I know it's early in the week, but net inflows back 249 million,
Net inflows back 249 million, 246 million net in yesterday, 167 million on the 9th after giving back a couple days last Thursday, Friday.
ETH, similar story, not as much, but back-to-back positive days as far as net inflows go.
And I didn't see, did we get a CPI print?
Looks at 2.4%.
So I think we are hopefully good there.
I'm not seeing markets are like kind of reacting.
Not,
not really little dip right at looks like right at the time.
And now we're,
we're bounced back a little bit,
but yeah,
I don't.
I'm trying to try to get some indication, some sentiment on how the market is responding to this.
But it looks like pretty much kind of came in as consensus or as forecast.
Maybe maybe slightly to blow depends on who you're looking at.
But keeping in mind
This was also
This data was before
The Iran oil issue
I don't know
I think we get rates cut
Rate cut next week
Let me see what that moved on
On the CPI
Fed rate
That decision
No change on the CPI Fed rate that decision.
No change.
No change is priced in, I guess.
99% say no change.
1% are calling for a 25 bps decrease.
So no change or we get a slight decrease. So no change or we get a slight decrease. And that seems to be like, you know, really no movement on that today. So priced in, I guess, in, I guess, a non-news event,
at least as far as CPI and Fed's cutting rates are concerned. Now, if we look ahead to April,
Polymarket also showing
basically no change as well,
or likely to be no change.
Oh, wow.
We'll come back to this second.
Happy one-year anniversary
to Good Vibes Club, man.
Hard to believe it's been a full year,
but love to see it.
Congrats to Good Vibes Club.
Congrats to all the mentors. Congrats to
all the holders and everyone who's enjoyed that run up. Dort also said he did run around Pudger
World for a bit, looking for key shards. Couldn't find one, so left the game and watched basketball
for the rest of the night. I feel that for open worlds. I've had a similar experience on the other
side a couple of times. I actually got in there to play poker, ran around for a little bit,
couldn't find the poker thing.
Now I could have asked.
I could have DMed someone and said, hey, where do I find this thing?
I just, it wasn't that deep.
It was late at night, late for me anyways.
And I just, yeah, part of the challenge of the open worlds is
if it's not easy to find stuff, sometimes people,
at least speaking for myself,
get bored and decide just to throw in the towel and move on and do something else.
So I feel you, Dort.
I feel you.
Other CPI data say exactly the same.
Haven't heard.
Expect sideways chops, Mark.
Yeah, it's going to go up, it's going to go down,
or it's going to chop.
Those things I'm near certain of. uh, what one, if not all the above, uh, will potentially
play out, but very little movement today. Usually we get like a quick reaction and then it cracks
not, not much. Um, Mark, it's not moving much on, at least not yet. We'll see. Maybe they're waiting until
Jane Street opens 1030 and starts their dump. I don't know. I kid, but not really.
We did get, I mentioned Doodles up a little bit. They did tease or they're going to,
not tease, I think they said they're going to release Doodle AI next week.
to release Doodle AI next week.
I just happened to see this just hit my feed.
Someone says, Brian says,
Doodle AI releases next week.
It looks incredible and I'll give them that.
But once again, it's just another product
that brings zero value back to the OG Doodle holders.
Nobody is going to buy Doodles NFTs
just because Doodles AI,
especially if there's no benefit in doing so.
I would go one, I guess maybe one step further.
I don't know what it
does for the brand. I don't know. I don't know how, I don't know how they monetize it.
I'd love to see them hit with it. I just, I don't know. Oh, speaking of Mochaverse. Thank you,
Shalon. That definitely helps.
Animoca launched Animoca Mines, which is a user-friendly AI agent, but more consumer-friendly clodbot.
Cool.
I think we'll see more of that as well in terms of not AI companies doing niche AI products, but I think we could see whether
it be Doodle AI or Animoca launching their user-friendly AI agent.
I do think we could see more of that.
Most people are not going to want to mess.
I opened the wrong long. I should have went with
my favorite coin of the cycle, Hyperliquid, running big on the news. It's up now to $35,
35.50, up 2% on the day. But as Dobbins mentioned, the weekly chart looks pretty good.
Pretty good.
Bullish, hyperliquid, and 24-7 trading.
The only thing that's holding me back from my hyperliquid bull thesis is do we see, like Kraken just announced, they are partnering with Nasdaq to launch 24-7 trading.
I don't expect this to happen immediately.
But that's my, I guess, my big thought question in the back of my head is,
as more, if eventually, not just Nasdaq, but eventually all these
brokerages, all these, everywhere you can trade, if they all eventually become 24-7,
whether on-chain or not, does that eat into what hyperliquids market? I guess,
to some degree, yes. But I also think that liquidity matters, the speed matter,
they've kind of won early. And I think liquidity is a moat.
These others, though, you're not talking crypto-native startups.
Rather, some of the biggest brokerages, biggest platforms on the planet in terms of trading stocks and all those TradFi assets. So I remain long, hyperliquid. I have some state and
still a big fan. Thanks. Here's the details before we move on. The CPI, Zonko, thank you for sharing.
2.4% as expected, core 2.5% year-over-year as expected.
So basically just hit the forecast and markets are, I guess, essentially had it already priced
in seemingly.
One more topic before we move on to our sponsor segment brought to you by Unvault.
But it is going to set it up.
It is absolutely related.
I was talking about Quirkies and the success they're having,
in particular, since they've moved to a road to protect a contract.
And you might be thinking, well, that's hard.
I don't have a dev or a small team.
It can be challenging.
But the process has gotten much more simple due to our friends over at Unvault
and what they're introducing. But before we bring them on, I do want to look at our royalty report
of the week. Might just have to add this in on a weekly basis as well, because it really,
really tells a story. Looking here, we'll start with the last seven days. And then I think we'll get our
guests up on screen for a bit and do a little deeper dive. But looking at volume last seven
days, it's punks, it's penguins, it's apes, as you would expect. Then it's little pudgies, mutants.
We got two board API clubs on there. It's interesting. So as you'd expect, the usual suspects leading in trading revenue over the past week.
However, if we look at royalties over that same time period, it's Quirkies up $17,000
in royalties over the past week.
The Nibbles, brand new collection, $10,000 in royalties.
Good Vibes Club celebrating their one-year mint anniversary,
another 10K. I want to see if they hit two mil. 1.94, just missed. Maybe they can get it today.
Maybe they get it on the two-year anniversary. But yeah, people say royalties are dead. Go tell
that to Good Vibes Club, who's brought in nearly $2 million in their first year. Just absolutely
incredible run. Del Mondo's are leading the
way over the past month. The Normies, then Quirky's, then Good Vibes coming in at number four,
followed by Mr. Sheeb, then Death and Taxes, then Pudgy Penguins. So you got to go all the way down
to four, five, six, seven on the list before you get one of the volume leaders. That's over the
last 30 days. If we look over the last week,
none of them even show. None of the leading volume collections are showing on any royalty report. And you're not talking big numbers. Like Mr. Sheeve generated $3,500 in royalties
in the past week. Mind-blowing that you have collections like Pudgy's, Apes, that have done such massive, I mean,
I don't know why that number is slightly off. Let me get to the correct one.
Pudgy's have done 1.1 million in volume in the last week and don't even pop on a royalty report.
They're getting out-royaltyed by Mr. Sheeb, Pinguish, Death and Taxes, Del Mundo's, Normie's,
Shubit, Good Vibes Club, The Nibbles, and then the Quirky's at 17.3 leading the charge.
Good opportunity to bring in a little intro here, and then I'll bring on Aaron and we'll be highlighting
one of the builders they're working with,
who is going to be earning royalties going forward,
thanks to Unvault and
the royalty solution that they've introduced.
Let me do a proper play in here.
We still are searching for pain's rapper name
so any uh any any suggestions for a proper rapper name for pain would be uh would be appreciated
and here we go yo inside the vault put royalties back on chain enforcement went option when we bringing We bringing it back again. Freeze it at the source. Then you move it when he's claiming where you land. One live, no duplicate keys, no rappers, no doubles. Identity stays intact. Clean ownership trail. Royalties paid. That's a fact.
One live, no duplicate keys.
No duplicate keys, keys.
Listen to that intro and not bob your head.
I dare you.
Pretty tough.
That said, it is time for Inside the Vault.
We've got Aaron joining us on stage here.
We've got the Unvault account on the Spaces stage.
We've got a quick hit here, a 15, 20-minute Inside the Vault.
We'll talk, is that Wu-Tang?
Some are asking.
Some are asking, is that Wu-Tang? Some are asking. Some are asking, is that Wu-Tang?
Maybe so.
Maybe so.
We're not paying.
Hopefully our YouTube doesn't mistake it for Wu-Tang
and decide to nerf us today.
Because yeah, people are asking, is that Wu-Tang?
But speaking of inside the vault here,
Unvault has changed the game.
They're in the process of changing the game, I should say.
They are not only protecting royalties, but helping collections go multi-chain,
helping with not just Unvault.
Their other solution is called the Divot, which is helping holders and supporters participate in those royalties.
Collections can decide how much, if any, they don't have to,
but they can decide how much of the royalties
they want to pass through to holders with certain criteria,
whether they're listed or not.
We're talking, you know, Hyperliquid.
I'm not sure HyperEVM is on the list yet,
but I do know.
I'm going to actually put Aaron on the spot here a little bit
because a lot of talk about ordinals this week.
Ordinals shutting down.
There was maybe a new marketplace that popped up
allowing transfers.
Magic even pretty much rugged everyone on the ordinals front.
And some people are big time mad, big time disappointed.
No pressure, Aaron.
I know I'm putting you on the spot here a little bit,
but do we think we might see a ordinal solution from Unvault?
Good morning, Captain.
And to those of you who are watching on video, good morning.
I will not be appearing on video today, only audio.
You get a pass.
It's early, early morning out there.
Sometimes I think we may appreciate you being not on video at 5 o'clock in the morning.
I kid.
I'm sure you're strapping young man.
What we're missing on video, though, is that Chewbacca.
So maybe on days where you're not going on video, maybe we just turn video on and have the camera focused on the Chewbacca.
That's what I do for all my Zoom meetings.
To answer your question, Bitcoin Ordinals has been on our radar since we first came up with
the idea for Unvault, patent pending. So yes, and in fact, we've been talking to some
ordinal folk behind the scenes to see what the interest would be but yes it's always been
something that we have been looking at and we have our uh our tech lead looking at you know exactly
what it would take to uh put ordinals in um eventually cap all the chains so yes i mean
we are launching with and those of you who have been listening to me can
probably recite it along with me we are launching on ethereum ape chain base abstract uh finance
smart chain polygon and solana just so people know that we're not just doing evms it's extremely
easy for us by the way to add new evms so it it won't be long before we put your favorite EVM or your least favorite EVM up on vault. following a very loyal fan base and we can certainly help those inscriptions get to other
chains in a non-inscripted way uh and possibly help already existing collections also get
inscripted but that's interesting yeah i'm not sure if that's the way to go or not. But yes, to answer your question, we've been thinking about Bitcoin ordinals from the start.
Yeah, very.
Or Matt's drama over the last week.
Yeah, pretty.
It is what it is.
Businesses have to make business decisions.
I think how they went about it and the communications around it has been lackluster at
best, if not poor. Also, quick reminder, if you have not revoked permissions, do that today.
Revoke.cash when they shut down their marketplace. So here's the thing that even though the
marketplace is shut down, you want to make sure that you don't have any open approvals there because I'm not saying their contract's going to get compromised.
You just – you never know.
And you also may have a listing that's a listing, and floor prices run, things take off.
You don't even realize that listing's still live, but someone's able to go in and, and, you know, complete the listing on contract and you end up losing your asset that
you didn't even realize was listed. So please, if you haven't already done so go make sure you
revoke your listings on magic Eden. And, um,
By the way, sorry to interrupt. Do you remember when apes got swept up because people, you know,
when, when apes were like three ETH they would be like 13 ETH
haha and then they wake up in the morning and say well I'm 13 ETH richer but I lost my ape and now
apes are at 15 ETH so that exact thing happened especially do you remember the whole the whole
shenanigans where people to save gas money didn't didn't revoke the listings and moved to a different wallet, and then forgot
about the listing, moved back to the original wallet, and boom, the bots picked it up for
a very, very cheap price. Oh, yeah. Oh, yeah. Remember well. And it's funny because you say,
oh, people didn't want to pay the gas. It might have been 50 bucks to revoke a listing back in 100 bucks when grass gas was
pumping and gases gwe is 0.01 right now go revert your listings it's not an excuse and um don't
don't delay um that's it aaron i know we've got we're talking multi-chain we're talking ordinals
uh i do want to give uh proper uh recognition recognition and let you talk a little bit about Bad Ted Yacht Club.
Bad Ted's are one of the newest teams to work with Unvault.
And, you know, I'll do a share the book.
We got, I guess, Top Gun here joining us as well.
GM Top Gun, welcome.
Welcome to the stage.
And yeah, Bad Ted's done a good 357 eth
uh in volume uh i have to imagine that would have been um would have been nice to get royalties on
all of that eth uh had had you been working with unvault uh this is correct me if i'm wrong but on
on ethereum mainnet today and part of the thing that Unvault unlocks isn't just protecting those royalties,
but does enable the multi-chain approach. Can you, I guess, first of all, what,
I don't want to make assumptions. I've got assumptions and I would assume part of it is that royalty. But why Unvault? What drove you to working with Unvault? And are you looking to go
multi-chain? Is that one of the solutions you'll be enacting working with Unvault as well,
or is it mostly just the royalty play?
What are you thinking?
GM, welcome.
We're more looking at the Divi and multi-chain because we've never received the royalty.
We took this project over three years ago, and there was no royalties.
We got the contract, and there was no royalties.
So we're actually a Web2 business.
We've got a sports supplement selling in Australia, America, and the UK. We got the contract and there was no royalties. So we're actually a Web2 business.
We've got a sports supplement selling in Australia, America, and the UK.
We're in 26 MMA gyms.
We have sponsored GFC Fight Passes.
We've been using that money to fund NFT things like paying this for the Divi,
paying for avatars on the other side.
So we're trying to do what everyone else does,
but we've got money coming in from Web2.
And now with this Divi,
we can actually give some profits back in through the Divi.
And we do want to go multi-chain because we do have Solana people interested,
but they don't want to come over to Ethereum.
And it seems this is all in one place
so we can get royalties that we can then give a Divi,
give the royalties back to the holders.
There's a strategy token that will help sweep up the floor i mean it's a no-brainer it's gonna give us a utility
on top of our already utility that we've got i love it tell me about the you mentioned a
supplement business was that started after you're launching the nft project was that existing
business and you're you're incorporating utility into your holder base what tell us a little more about the supplement business so there was like a
top a top table was top holders and we asked the old founders to give us the contract but we had a
plan in play that we were going to start selling web2 products supplements and we started off we
had no money we started off with two thousand dollars and started selling that in New Zealand and America.
And from that $2,000, we have upscaled our supplements
to having around $400,000 to $500,000 worth of stock.
And that's progressed.
So we've now got eight supplements.
We have Gummy Form, Protein, BCAAs, Shilogen, Pre-workout fat burners cmos um peptides people are asking are peptides
on the uh on the roadmap no i don't know what what is peptides what are peptides i mean i i don't know
joey if joey's out there joey what are peptides um i don't know. The latest, greatest, I'm not a fan. I shouldn't
say I'm not a fan. I've not used any because most require, you got to inject yourself and I'm not a
fan of needles. But here in the States anyways, they were not illegal. There was some regulation
that made it challenging. And recently RFK came out and said that I think
14 of the 19 leading peptides will now be able to be, brands can compound them and make, you know,
but yeah, it's the, I don't know. I know Joey's probably shaking his head when I say this,
but I would say they are like the um like the legal version of steroids
like they're not as not hardcore steroids it's not but like just different i think we'll just
stick to creatine creatine's probably less yeah we'll stick that there and we'll stick to our
pre-workout and amigo acids sort of like in gummy form but we're extending that up further like we've
got matt notap from new zealand who
has been amazing part of he's the top table top holder and if it wasn't him i don't think we would
upscale so fast it's him getting into 26 mma gyms and he's associate he's like martial arts he's got
his own events we sponsor his fighters i mean it's amazing but this us now coming over here whenever
we've seen this technology that arn and Ernest has built,
it just gives us that little bit extra edge and gives some profits back to the holders through the Divot
because we can pop out and we can do sort of events.
It's brilliant.
And Top Gun, excuse me.
First of all, we're very, very excited to work with you.
We've been big fans of you ever since we met you.
But I do want to point out something
here that with the divot um yeah you can redistribute uh royalties it's yes let's just leave
it at that you can you can take a percentage of royalties and and uh you know pay it over to your
holders but it's not just that as top gunss is saying. You can put anything into your wallet. So if Top Guns, through their supplement business, want to share, give a bonus or something that didn't come from royalties, they certainly can do that. And we can pay it out to holders it's it's simple so royalties is a big way that you know bad
ted yacht club and other other collections can reward but it's not the only way so
and i know i'm gonna try to i know you got some patent pending technology i and i also don't want
you to get in trouble or say anything that you're not supposed to say or uncomfortable saying
can you help educate so like i know us? I love the Divi concept.
I would have loved to have, especially as a long-term collector and a supporter of many
brands, while I did make good money flipping NFTs, there was also some that I chose not to flip
because I wanted to support the team. I wanted to be aligned with the team long-term and support what they were building.
And in some cases, like my eight, my PFP, part of my journey,
I have zero regrets that I did not sell that thing.
However, there was others that, and I'm not,
I shouldn't pick names, but I'll pick on Tally Labs
and the Jenkins of Adelaide, cool project.
It was, it was innovative at the time.
It was unique.
They were experimenting on chain.
And I held because I liked the team and I wanted to support them.
And I regret that because ultimately they, they pivoted out of the space.
Someone say rug, that's maybe being aggressive.
They had a field business, but they kept going.
And instead of bringing their holders along, they went and did something completely
else and naturally those NFTs went to zero.
I would have loved to been able to because i wasn't selling holding those nfts long term would have been nice to
get a share of the the royalties that they are generating during the mania my question i guess
aaron is how can you can you kind of educate like how you're able to do this without it being
considered a security right and uh and let me say that everything I'm talking about here
is patent pending.
And with the divot,
it's well over a year old at this point.
So basically, think about it like this.
There are two pools of royalties.
And this was the big thing
because everybody in the heyday,
they'd say, oh, we're going to share,
we're going to share our profits with everybody.
It's like, that's great.
But, you know, in the US and other countries,
it's considered a security.
And even if you're not in the US,
almost every country in the world has,
you know, let's be dire here, an extradition treaty with the U.S.
So you can't just share your royalties without simply pay holders a license fee to use their IP.
And what it had been was just that, okay, we're the collection.
We're going to let you use your own IP that you bought from us.
We're going to let you use your own IP that you bought from us.
And we flipped it and we said, okay, we're the collection, but we're going to license
the IP that you bought and own back from you.
And what that means is like light social media use.
A good morning post, a bad Ted and a good morning post from Top Guns and Bad Ted Yacht Club.
You know, not him opening up a restaurant,
you know, without a true partnership.
You know, very light stuff.
And so you have to think about it like
there's royalty one, okay?
Royalty pool one is the royalties
you actually get from the NFTs and the project.
That is technically not being split.
But what you say is,
okay,
now we're going to put a,
a pool two together where it's the same amount.
Maybe it's 50% of that amount.
Maybe it's a hundred percent of that amount.
Maybe in top guns case with bad Ted yacht club,
maybe it's 125% of that amount.
Who knows?
And if you follow the rules set forth by the project,
and each project can have different rules,
a lot of them are simply don't list,
but oddly enough, some of them can be do list,
which we can talk about at some point,
to get volume and notoriety up on other chains
that you haven't appeared on before.
Maybe Bad Ted gives a divot to those who are listing on Solana because
they've never appeared on Solana before. They want the folks on Solana to know about it.
Let's say they give 50%. Well, that 50%, the same amount, let's say it's $10,000 for that period
of time. That'll go into the divot pool. So it matches the amount, but it's not the same exact, you know, not the same exact money, right? So it is not a security. You're not sharing your
profits. You're simply paying a royalty fee that is the same number as what 50% of the royalties
would be. So again, not anything you got a new comment on.
That's an acceptable answer.
But hearing what Top Gun was talking about, they've got their supplement business.
Is that then, am I attempting to connect some dots here? these crypto native brands to tie in, whether it be revenues or profits from the real life
business, and share that with those holders because of this licensing approach, where the
parent brand has the ability to license that IP, and therefore, part of that agreement is a share of whatever revenues, royalties,
whether it's on-chain or off-chain.
Am I tracking?
Is that accurate?
Ernest is the lawyer, so I can't say it's a share of.
It's why we didn't have Ernest on today.
We have Aaron on, and since Ernest isn't on, I'm asking all of the legalese questions that
could potentially get him in hot water.
potentially get him in hot water.
I kid.
If I miss next time, ask him how to write a joke.
If I miss next time,
ask him how to write a joke.
But point is,
it can be the same amount.
And it's, look,
you can pay whatever licensing fee you want to, right?
So it doesn't have to tie to royalties on Web3.
It can tie to,
it doesn't have to tie to anything. It's simply what the deal is. If I wanted to license your ape, Cab, we would only be limited by the deal that we made. We
wouldn't be limited by a percentage or a number or anything. It's a completely separate deal.
Now that's on the legal side. On the technical side, we've got Simple Farmer and a whole team of devs who are implementing it into our marketplace, our platform, which we just saw the first version of yesterday, by the way.
Simple Farmer is the new lead dev and is doing an absolutely phenomenal job.
OX Quit is our auditor, made some amazing suggestions
that we're already working on.
So on the tech side,
it's also very innovative,
but on the business side,
this is what allows us to do it
without all going to
a minimum security prison together.
Love it.
I mean, I wouldn't love
going to the minimum security prison,
but I love what you're building.
Do we have a,
and I apologize if you said this, I missed it,
but do we have an ETA on the marketplace?
When, is this like a 2026 timeframe?
Is this a March timeframe?
Is this the first half of 26 timeframe?
When do we think the marketplace may go live?
It's absolutely 2026.
And when I say the marketplace going live,
it's everything.
It's the marketplace going live, it's everything. It's the marketplace.
It's the divot dashboard for founders and collections, but also for just normal folks like us.
projects like bad Ted yacht club, alpha dogs, heavy metal, STK,
pulls in the block, et cetera.
Um, where they can appear on every chain that we support right away.
And holders can transact on all those chains, bad Ted yacht club can find
the liquidity on all those chains.
And also it gives, it gives holders an opportunity to uh to find liquidity and and
sell if they if they want to sell uh not just on eth mainnet but you know everywhere that we support
it also gives um founders like top guns or i should call them keepers as uncle mac called it
uh you know keepers of the projects like like uncle, sorry, like Top Guns and his team over at J.P. Hazleton
over at Bad Ted Yacht Club,
it gives them the opportunity to market and distribute
to entirely new audiences of NFT collectors.
As Top Guns was saying,
there are people on Solana that want Bad Ted's,
but they're afraid to dip their feet into the ETH pool. They just don't want to. They won't have to, Top Guns was saying, there are people on Solana that want Bad Ted's, but they're afraid to dip their feet into the ETH pool.
They just don't want to.
They won't have to, Top Guns.
And I want to say, Top Guns has been a supporter from the very beginning, and we're a supporter of his as well.
If you don't know Bad Ted Yacht Club, if you don't know Alpha Dogs, they are two of the tightest communities i have seen
in web3 they show up they support they they've been holding for years um so i will show for him
if you don't have a bunch of bad ted yacht club nfts i'm not promising anything except for a good
time uh you go out and grab them. Awesome. Now, Top Guns,
is there anything,
anything that we haven't asked you about,
specifically about bad TEDs that you were hoping to share today?
Like, sure, what's next?
Other than, I mean,
it's a big move working with Unvault
and protecting these royalties,
sharing the revenue stream,
the royalty stream with the divot
and potentially going multi-chain.
But what, anything else that you were hoping to share today that we haven't had a chance to ask
you yet yeah well i mean i've always just always had a chip on my shoulder when i was way bad
ted back in the day that you know it was uh yoga labs or i didn't like the it used to be called
board ted uh board head yacht club and yoga made them change it and obviously because we were bad so
i mean we're doing everything that everyone else is doing without the funds we've been around three
and a half years and we've been doing like we've sponsored gfc fight passes we've sponsored fighters
we've had meetups we've got the merch we're now getting all the avatars put on the other side
all funded from us and web too we've never got any money royalties and stuff
and we're just going to keep going
even we helped the Alpha Dogs
Alpha Dogs is a project from
where MetaRebels used to be but the founder
died and we were able to incorporate my
skills of the supplements to
start a supplement brand for the Alpha Dogs
and we've already funded community
wallet with that and we've actually paid for their
debit as well for them to come in to unvalued it.
So, I mean, just think everyone should maybe grab
a couple of bad heads off of dogs
because we are like a team of 20, a top table,
20 people working at this with what they're good at.
And I think at some point in the next couple of years,
you'll see us turning into a blue chip
because, I mean, we're doing everything everyone else is doing.
We're in the other side. We're heading the the other side we've got avatars already in there
and we've got a supplement business that is scaling quickly and fast and we're actually
looking more people from the community to actually sell this and they can actually make money
by selling the product and bringing money into the project so we'll we give people the option
they can actually sell and be a seller of
the supplement. Is the supplement business, is it based in New Zealand? Yep, it's based in New
Zealand. Is international shipping available? Does it ship worldwide or where? We've got America based
as well. We've got JP Hazelden as American. As you see behind me, I've got Ted's Den UK. That's a
registered business in Britain as well.
So we registered in America.
We're registered in New Zealand.
We're trademarked.
And we're upscaling quickly.
And we are sponsoring professional fighters and stuff.
So we're moving fast.
But not many people know about us because, like I say,
we're not making royalties.
We're just sitting.
But we're moving.
And now with this divot, i think it brings more fun and
gives more back to the holders which we can actually stream about and we can get cross chain
to talk to solana people eat chain you know so i think it's going to get exciting i think on
vault it's really brought some technology that's really going to help this project be seen more
but we like we were always working anyway, bringing revenue in.
I love it. I love the alignment. Whether you're into supplements or bad TEDs or anything in
between, this alignment amongst holders, supporters, even taking it a step further,
where not only able to share in the royalty stream, thanks to Unballed and Divot, but tap into the real world business and go from being just a brand ambassador and talking about
a brand on crypto Twitter to actually participating in that distribution channel and selling said
products. I know it may not be the first time someone has a direct sales supplement company or the
like, but I really do think that this alignment amongst NFT holders, supporters, collectors,
and not just on-chain royalties, which I'll continue to beat that drum. But bringing that into the real world
business, what you're building is exciting. And I hope more follow suit and pay attention.
That said, Aaron, we got to get you guys out of here. But if others wanted to learn more about
Unvault, wanted to learn more about Divot, the Unvault account is on the audio spaces.
spaces. And you guys also have a space every Tuesday and Thursday. Is that right?
And you guys also have a space every Tuesday and Thursday. Is that right?
Every Tuesday and Thursday at 11 a.m. Pacific time. And I don't think I answered your question
from before. We're talking weeks in terms of the launch, not months or certainly not years.
And like I said, we've already got version one up internally. It's quite robust. It's quite nice.
And I think we're going to launch each uh
every few days we're getting another version from uh from simple farmer and his team and so
it's weeks and not months before we launch though we do have um a discount on the setup fee
um as well as some other perks like hey appearing, appearing on Coffee with Captain, like Bad Ted Yacht Club just did with Top Guns.
Thank you for showing up.
So, yes, reach out.
Whether you're a founder, a keeper, an individual artist, or even a community member that wants to get your community involved before the launch, feel free to reach out to Unvald or to me personally.
Awesome.
Aaron, appreciate you.
Go check it out.
Go, again, if you're on the audio spaces,
go give Unvald a follow.
Go give Bad Tedds a follow.
Top Guns, thanks for joining us so much.
Great to connect with you, Aaron.
Pleasure as always.
And I'm personally going to be looking forward
to this ongoing royalty report I had flashed up there earlier and looking forward to, well, yes, looking forward to seeing a Chewbacca, but also
looking forward to seeing a Bad Teds or one of the new slash old existing collections that you
onboard and they start collecting royalties, the well-deserved royalties and start popping on those
royalty charts as well. But thank you for the proper sign off with the chewbacca yes it's a real uh what is that what is the thing six feet tall seven foot two seven foot two and i did
you see that like you have you traveled to ohio recently no i i have not traveled to ohio on
purpose so has has the chewbacca left your residence has it been to ohio by chance
no i don't believe so i don't know what it does at night but uh whenever i look it's it's still
right in the same spot i i asked because i was trying to find a good image believe it or not
there's not a great image but um the we have sightings confirmed. It's happening. Bigfoot sightings in Portage County,
Ohio. Several sightings reported in the last few days. This has just updated. My screen,
I think, froze. I got a bad, this is a bad, you know, Fox News link here. But yeah, the real,
took German Shepherd outside. The dog gets to the door, starts freaking out, lunges towards the
wood line. Gentleman looks out there and sees a large black shadowy figure. The dog gets to the door, starts freaking out, lunges towards the wood line.
Gentleman looks out there and sees a large black shadowy figure.
The tree line's about nine to ten feet tall.
The dog could not stop shaking.
That's just one of many sightings of Bigfoot in Ohio.
So, I don't know, man.
People do the bad Ted supplements.
That's what it is.
Thanks for having us, Captain.
I appreciate it.
Thank you for joining us.
One of these days, Aaron,
I will get the chimes,
not the record scratch.
Oh, rimshot doesn't even come through.
Yeah, doesn't even come through.
I'm not going to go back there
having audio issues,
but yeah, no.
I appreciate all your building for the builders of the space.
Top Guns, great to connect with you.
Best of luck with everything Bad Teds.
And again, I appreciate the alignment, not just in crypto, but also the real world business.
And again, if you want to hear more from Aaron Unvault or what they're doing with Divot, go check out one of their spaces. They do it every
Tuesday, Thursday. Before you head out, Aaron, if you want to grab a link and put it up top,
you're more than welcome. All that being said, we're going to take a quick coffee break. We'll
be back in a minute 22 or less. And I've got some kind of some hot takes on this Clarity Act
and what it might mean. Also, some are saying that the industry has moved on.
I disagree, but hearing some, you know, one headline why the industry has already moved on.
I'm curious your thoughts on that.
But before we, without further ado, I got to give our guy Payne or as some are saying, oh, it's not in there.
Oh, it's over in the abstract chat.
Sorry.
APEN?
I'm not sure.
It says APEN, a take on Payne.
Maybe.
Not my favorite.
But Bitcoin did just go over 70K.
So markets seem to be slowly maybe responding to the CPI print, maybe completely
unrelated, but love to see it when I opened up long before the show. Keep pumping. We'll be right
back. Quick coffee break. Don't go anywhere. But Aaron and Top Guns, thanks for joining us. And
Aaron, we'll look forward to continuing the conversation next week. We'll be right back
talking Clarity Act. Right back talking clarity. Thank you. welcome back to Coffee with Captain.
As always, we are live here every Monday through Friday at 8 a.m. Eastern Time.
First hour of the day, we cover trending topics, news of the day,
then occasionally we'll get a special guest on here around 8.45, 9 o'clock hour,
and then finish the conversation wherever the day takes us.
today. I mean, even since I stepped away for that quick coffee break, we've went up,
Today, I mean, even since I stepped away for that quick coffee break,
got a good $200, $300 Bitcoin up to $70,200. We let the long ride at least for the duration of
the show. And then we'll come back. Just keep the Coffee with Cat pump flowing. Would be greatly
appreciated, at least flowing long enough till I can close the long. All that being said, I mentioned this Clarity Act.
I think we want it to pass.
Again, I know we want it to be a good bill
and not pass where it makes it not great regulation.
I've got a few articles.
I'm going to share highlights.
I'm not going to read them all in details.
But if anyone has any thoughts, any comments, anyone wants to get in on the Clarity Act
conversation, feel free to throw a request to come up on stage or throw your questions,
comments in the chat.
First one here from Coindesk.
Senators try to unlock stalled Crypto Clarity Act with compromise on stablecoin yield.
As the window narrows to pass a crypto market structure bill this year,
lawmakers told bankers at Washington Summit that the final bill won't risk deposits.
I do have a quick question before I go on here.
What is the window this year, like what is the,
what happens if they don't reach a compromise? I guess they vote and it gets shot down. Like,
what is the process after this if they don't reach compromise? What is the quote unquote window
to get this thing passed? Here's what they go on to say. If anyone can educate me there on how our laws work in this country,
I'd be appreciative.
The American Bankers Association
is lobbying Washington
to close any stablecoin yield loophole
they see in the Clarity Act.
But senators at the summit today
said they're working
on a stablecoin compromise
to advance the bill.
Senators, crypto advocates,
and bankers seem to be in agreement
that keeping rewards away
from static holdings of stablecoins
that resemble bank accounts because such holdings may rival traditional
bank savings accounts, which I say big F you to the banks. Let your customers, let the people
earn a little bit of yield, for God's sake. The potential for a major 2026 crypto bill is still
dependent on a lot of things going right, including the resolution of several final points of debate and a smooth run through the tight Senate calendar. That calendar is what
I'm just unsure of. What does the window look like? How soon do they need to get this done
before it just dies? The US banking industry has effectively lobbied to halt the crypto industry's
market bill structure, the Digital Asset Market Clarity Act, over dispute about the proper role
of stablecoin rewards. Lawmakers continue to negotiate a compromise to move the legislation
forward. One of the lawmakers at the center of those talks, Senator Angela Alsobrooks,
told an audience at the American Bankers Association Summit in Washington on Tuesday
that both sides of the negotiation, bankers trying to limit most stablecoin rewards is a threat to traditional posits. And the crypto industry argues that there that is an important consumer incentive
are going to be just a little bit unhappy. So basically saying that both parties are going to
be a little bit unhappy. The Maryland Democrat has been working with Senator Tom Tillis,
North Carolina Republican, to hash out a way to get long-delayed Senate Banking Committee to hearing on the legislation.
Compromise that myself and Senator Tillis, I'm quoting here, have been working on is one that we believe will allow to have the guardrails in place that will help us prevent in all the ways we can the deposit flight that we would not want to see happen and allow innovation to grow at the same time.
Come on. Are we really going to see a deposit flight? Are we get stablecoin yields and all of a sudden people are going to close their bank
accounts and just go on chain? And if so, well, why not? Or how about this? How about banks?
Maybe you offer some fair and competitive yield on deposits.
I don't know.
Also, I go back on, also goes on to say,
referencing the bank's insistence that rewards on stable coin holdings are so similar to bank deposits that people will take their money out of banks.
We absolutely have to have these protections to prevent the deposit flight,
but we're going to probably have to make some compromises, as Senator said.
Why do we absolutely have to have these protections?
No one can give me a clear answer other than for the bank's bottom line.
How has it hurt the consumer?
How has it hurt the market?
Please help educate me here, big banks.
So far, the compromise seems to focus on the possibility that some narrow area of stablecoin activity
error of stablecoin activity may be eligible for customer rewards paid by crypto platforms.
may be eligible for customer rewards paid by crypto platforms.
Last year's stablecoin law, the Genius Act, barred payment stablecoin issuers from paying
interest to attract customers. He argued that unless crypto exchanges and other affiliated
companies are bound by the same common sense restrictions, the result is a clear effort to
evade congressional intent. Seems like, yeah, it just makes me angry even reading some of this,
that common sense restrictions. How about, like, this is the exact opposite of common sense. But
anyways, I digress. I'm not going to read the rest of this. I will post the link to this article
up top, as well as this one here, also came out yesterday why the Clarity
Act could be crypto's most critical US all. I've got polarizing articles here to share
with you all in closing. This one and the next one says the industry's basically moved on.
I don't agree, but I will share. This says as of March 26, so as of yesterday, the Clarity Act is poised to
fundamentally reshape the United States' approach to cryptocurrency regulation.
It was introduced to resolve years of jurisdictional conflict between the FCC and the CFTC.
The bill establishes the first comprehensive federal definitions for digital assets.
Legislative effort directly addresses what industry leaders have long
called a regulatory fog, stifling innovation. The act's progression through committee marks
a potential turning point, offering legal certainty that trillions in institutional
capital have awaited. Passage could catalyze the next phase of blockchain integration
into mainstream U.S. financial systems. This is important as while stablecoin
and even stablecoin yield may not be the most exciting thing to the active crypto participant
or to crypto Twitter, I do think it's, I think, a big unlock for institutional capital, not just
talking ETFs and what, you know, Betty might decide to do with her 401k and allocate a little more to crypto or
John goes by some IBIT. I think while stablecoin and stablecoin yield may not directly impact some
of the institutional capital, I think it is, I mean, pun intended, it will provide clarity on this industry as a whole.
And I think a lot less fear or concern or what about this, the worst case scenario for some of
these large institutions. And I do think it could be a major, major tailwind for the space at large.
Not going to say it's going to go pump your altcoin bags, but it might.
You know, it very well could lead to a massive flight of capital into this space and money
trickles down.
So these institutions, they may be looking to, A, make more yield on their treasuries,
make and or pay less on payments when you talk about
crypto at the point of sale and eliminating those credit card discount rate fees.
This is a somewhat lengthy article as well. Again, I'm not going to read all these in verbatim or word for word, but immediate impacts on crypto markets and businesses. Market analysis at firms like
Chain Analysis projected the Clarity Act could unlock over $150 billion in current sideline
institutional investment within 18 months of enactment. The immediate impact would be
most acute for U.S.-based crypto exchanges, custodians, and token issuers. For the first
time, they would have a clear rulebook for compliance,
reducing legal overhead
that often exceeds 30% of operational costs for startups.
Read that again.
Not only would this unlock liquidity
that's been sidelined,
it's also going to be a major reduction
in legal overhead
that often exceeds 30% of operational
costs for crypto-native startups. All this, the downstream effect of this, I do believe,
is massive. Exchange compliance platforms will now know precisely which assets require SEC
broker-dealer licenses and which fall under the CFTC-compliant trading venue roles, streamlining
listing processes, token issuance. Also, projects can structure offerings with definitive knowledge
of the regulatory path, potentially reviving U.S. leadership and blockchain innovation.
And lastly, consumer protection, clear jurisdiction allows for more coordinated enforcement against
fraud, with CFTC handling commodity fraud and the SEC handling securities fraud.
Recent survey by the Blockchain Association found that 89% of member CEOs listed regulatory
clarity as their top barrier to major U.S. expansion.
89% of CEOs that are members of the Blockchain Association listed regulatory clarity, not
as one, but as the top barrier to major U.S. expansion.
And this act directly targets that concern.
Again, there's more expert analysis, more to read here.
But in conclusion, they go on to say this clarity act represents the most significant
legislative effort to date to bring order to the U.S. cryptocurrency landscape by
definitively allocating regulatory authority between ASCC and CFTC.
It promises to reduce legal uncertainty, attract institutional investment,
and provide clear consumer protections. Its functional approach to asset classification
is a novel legal innovation and with global implications. While hurdles remain in the
legislative process, the bill's momentum signals a broad political recognition that the
current regulatory ambiguity is unsustainable. The coming months will determine whether the U.S.
sees the opportunity to lead the next era of digital finance or seeds ground to more agile
international competitors. Again, not trying to make it something it's not. I just, I think this
is a major, major deal for the industry at large,
far beyond stablecoin yield. But what's holding this thing up is stablecoin yield and respect to
the Brian Armstrongs of the world that aren't bending the knee, that are standing firm and
would rather have no regulation than bad regulation that limits some of this.
The last article on this, and again, if anyone has any thoughts, questions, or comments on the Clarity Act, I know it's not the most exciting thing
on a day-to-day basis, but I do think it's very exciting and important for the space long-term.
Dobbins in the chat says, I think they don't want a massive flight out of banks because most banks
do fractional banking and don't have everyone's money on hand. So a
bank run could occur on a massive scale. If they both offer yield, I see no issue, but I don't know.
I'm just an ape. Yeah, I agree. That's the why behind it. I just, I really don't think
there's going to be a massive flight of capital out or there's going to be a bank run
maybe over the course of some period of time. Should people move?
Yeah.
But I just, I don't think it's going to be as, at least not as fast and as extreme as
some might like you to believe.
This other article, though, Washington froze crypto legislative future on Sunday.
By Monday, the industry had already moved on.
Trump's Save Act ultimatum stalled the Clarity Act on March 8th. The following
day, crypto's biggest names were not waiting on Washington. Neither was NVIDIA. Sunday,
Trump posted on True Social that he would not sign any legislation until the Save Act
cleared Congress. It supersedes everything else. It must go to the front of the line.
The Save America Act is the voting reform bill. It requires proof of citizenship and government
issue IDs for federal voter registration. It has passed the House and is now before the Senate,
where the Democrats have stalled, or signal, excuse me, that they will use every procedural
tool available to block it. It has nothing to do with crypto.
But its elevation to Trump's single legislative priority has everything to do with the Digital,
the Clarity Act, which passed the House, as we said.
And it is this deciding, you know, vote now waits on Senate to decide. The Senate's floor time is finite.
With the Save America Act now at the front of the queue in a drawn-out procedural fight ahead
of it, the legislative calendar the crypto industry was counting on has effectively been
frozen. Predictor markets currently place the odds of a full Clarity Act passage in 2026 at 18%.
Polymarket doesn't agree with
that at least as of this morning uh the following morning two of the most influential figures in
crypto posts on x at the same day nvidia disclosed its most significant enterprise
ai platform it's built nobody coordinated this but read together the three moves
describe something worth paying attention to
this was i am alluding to uh the to the Brian Armstrong pros where he said very
soon more AI agents will be human, more agents than humans making transactions. It wasn't about
regulation. It was about structure incompatibility between financial system and the most important
new class of software being deployed right now. So basically the TLDR in this is AI and the AI advancement.
These AI agents is like this regulation, this clarity is so critical because how fast things are moving.
And if you believe in this agentic future and you believe a lot of this is going to take place on chain and the transaction is going to be in crypto,
this, you know, the financial infrastructure
these agents need, it already exists. It exists on chain and it does not exist in the traditional
banking system. No legislation required. This is connecting these dots here and I'll wrap with this
and then we'll get to any hands or questions, comments in the chat. It says, while none of
this was coordinated,
the Save America Act is a voting reform bill. Armstrong's objections to the Clarity Act are
specific and technical. NVIDIA's conference schedule is set months in advance, and CZ's
post is simply a prediction. But the sequence is clarifying. On Sunday, Washington signaled that
crypto legislation's timeline is blocked behind a political priority
that has nothing to do with digital assets.
On Monday then, we've got CZ and Brian both basically said that crypto doesn't need the
banking system to serve the new class of financial participants emerging right now.
On the same day, the company that builds the chips powering AI and blockchain infrastructure
just closed the platform.
We'll put those agents into enterprise operations at scale.
That's NVIDIA.
So while the Clarity Act was designed to create regulatory certainty for crypto markets,
the argument that Armstrong and CZ are making is that
for an AI agentic economy, certainly not a bottleneck.
The infrastructure is already built,
the agent's already transacting,
and the market won't be waiting for a bill so when they say we moved on moved on in the sense that
whether whether the u.s government likes it or not things are moving forward and the future won't be
held back by um the clarity act Act, or anything else that...
No, Diableto. I can't reread that. My apologies. I've got to hit my quota.
Wow, we've got all kinds of anniversaries today. We've got the... I will pause if anyone has any additional comments, questions on the Clarity Act. I will say this, while I was reading,
Bitcoin up now to $70,870. So if my longs can print like this while I read articles,
we may just have, what's a good alliteration? Something with cap.
Reading with cap doesn't quite hit, doesn't quite roll off the tongue. I need some
help on what's a good segment there for when I just read things. In all seriousness, though,
the Bitcoin ripping, I really have no idea if it was related to CPI or not.
But I love to see it.
The anniversary, so back to that.
Not only did Good Vibes Club celebrate their one-year anniversary today, five-year anniversary.
This kind of blows my mind that it's been five years.
I know I've been here five years. I know it's been five years, but it still blows my mind when I see this. On March 11th,
2021, the artist known as Beeple sold his everydays for $69 million, which absolutely
sent the NFT space. At least started the first wave, started bringing all the attention. Many, like myself,
we found NFTs by way of Top Shot earlier in crypto commentary with CAP. Yeah, that's good.
That's good proof, AlphaDigen. I might roll with that. Many of us found crypto NFTs, maybe not
found crypto, but found NFTs and then jumped down that rabbit hole in January, February of 21.
crypto, but found NFTs and then jumped down that rabbit hole in January, February of 21.
And then in March, on March 11th of 2021, Beeple's Everyday sold for $69 million. You can see the
video here. It was at $25 million with like a minute to go, then $50 million and ultimately
closed with over 300 bids and $69 million. 69346420 maybe was the final sale. Brought a lot of attention.
NFTs probably on Google search, Google trends might have peaked. And then just a month later,
about mid end of April, Board of Yacht Club started minting. I believe it went live. The mint went live on 420.
And it took about 10 days for it to mint out.
On the last night of April, early morning hours of May 1st,
the collection minted out and went from NFT mania into NFT PFP mania.
But yeah, thanks for sharing that, Hizzy.
Hard to believe that was five years ago.
What is our next Beeple moment would be my, my ask. What, what, what,
what's the next Beeple $69 million sale? What's the next Bored API Club minute? And I'm not even
talking NFT PFPs, just active crypto participants. While I did get in the NFT rabbit hole,
what it really did,
Top Shot and Zed Run and Aves,
it sent me down a crypto rabbit hole
that I'll be forever grateful for.
It turned me into someone
who became very passionate about
blockchain technology and on-chain builders
and some of the magic that exists here.
What's the next thing that's going to bring in other people who haven't experienced that yet
into this world, into maybe crypto Twitter is not the greatest example of the crypto world,
but for all the bad stuff, all the grifters, the scammers, the engagement farmers
that might exist on crypto Twitter, there's also a lot of incredible people. And I've,
I've made a lot of friends here and I'm really grateful for it. Really grateful for all of you
that tune into the show. Really grateful for everyone that we hang out with in group chats
and just a lot of really talented builders that,
back to this idea we were talking alignment.
It is really special.
I think we lost some of that when we lost royalties.
Unvault and team doing their part to help bring those back.
I think if you made me,
and this isn't maybe a new take for me,
but if you made me guess one thing,
what's the next big catalyst that's going to bring in a new wave of active crypto participants?
For me, it would be AI agents. Or maybe, yeah, I was going to say something agentic,
but really it's AI agents on chain. I think that is the next big catalyst that
will bring many people into this world. And maybe they get into this world because they launch an
AI agent and they need to transact and they realize it's easier to transact on chain. And then they
start learning about Ethereum. They learn about EVM chains. They learn about, oh, I should build
this on mega ETH because it can scale the best if things really do take off and there's billions of agents transacting on chain.
I think startup entrepreneur, whether it's an AI agent themselves or it's they launch some app that's got agents running around in. They bring it on chain to start transacting.
And the next thing I know,
they start listening to Coffee with Captain
or God forbid the Bankless Boys, I kid,
but, or they go to Bitcoin Vegas or ConsenSys
and then they're hooked, right?
I think to me, you know,
that is a very logical, rational way
that we see a new wave of active crypto participants.
Could be wrong.
I thought it was going to be earlier than now.
I said last year, I thought AI agents would be to 2025 as NFTs were to 2021.
Maybe it was just a year early.
Maybe it is agents are to 2026 as NFTs were to 2021.
But yeah, any thoughts, any ideas? I'm curious if anyone else has any takes, what will be the next great catalyst? Or what my reading segment could
be called, Comprehension with Cap, that kind of hits. Pudgy World comment,
other side comment.
You can accrue XP in both those worlds.
You can also accrue XP over on YouTube.
If you didn't know that,
you want to head over to YouTube,
smash that like, subscribe,
and start building your YouTube XP.
Imagine if YouTube drops a token in 2025
or 2026, rather.
That would be a big catalyst
to onboarding the masses.
I'll scan the chat and see if we catch up. If there's no other comments, questions,
whether it's on the Clarity Act or AI agents or what the next great catalyst is,
we may get you all out of here a little bit early. I say that kind of tongue in cheek because every
time I suggest that we end up going a little long. We do have Hizzy dropping more alpha in the chat.
Generative Goods is now live on Artblocks.
I will pull up here and share as I'm exploring this in real time as well.
Generative Goods now on Artblocks,
platform that turns digital artworks into individual style.
Discover one-of-a-kind collectibles brought to life as custom-made physical objects.
So basically taking your NFTs and turning them into physical goods, visit the Generative
Goods Partner page at artblocks.com.au.
Here's that tab.
You can see there's a, you know, someone took an NFT and turned it into a logo on a hat.
Same thing here on a bag, a recyclable bag, on a crew neck. So as makers, we believe people want
more than utility. They want products and experiences with invested, unique meaning.
and experiences with invested unique meaning.
I will say this, if we do get another NFT run,
I could see this sort of stuff being very popular,
very in demand.
And yeah, thanks again for sharing, Hizzy.
Oh, I guess worthy of kind of not burying the lead per se,
because I'm not going to go in deep dive.
But if you missed it,
if you missed it,
Meta just acquired Moldbook,
which is the social media platform for the AI agents.
Kind of weird, I think.
Like, why would Meta acquire it versus just doing their own?
Part of Zuck's acquisition strategy,
he says that he believes only so many types of novel social media platforms
can exist, can be created.
And once someone has captured that zeitgeist,
it's harder for others to come in and build something similar.
I don't know. I didn't play around on Maltbook, so maybe I'm not the most qualified to talk here.
But speaking of Maltbook and Open Claw, we also had a claw appearing on Wall Street. I believe this is real footage and real pictures. It's with the bull.
Now it's a lobster claw or lobster. And yeah, just imagine being Pete, the founder of
Open Claw and all that's transpired in the last couple of months.
I mean, Maltbook doesn't exist without OpenClaw.
So OpenClaw gets acquired by OpenAI.
Just extremely viral, extremely crazy growth.
growth. Maltbook was downstream of that. They created the Facebook for these open-claw agents,
Maltbook was downstream of that.
and which just gets acquired by Meta. Pretty wild few months. And while you might think,
oh, this is an extreme example. Yeah, it is. But I think this is the new normal. Maybe not normal, but this is very much in range of how things will work moving forward in terms of these one person or small teams that build quickly, sometimes with zero employees, and ultimately get acquired by one of the big powers that be,
potentially rather quickly.
I am here for it.
I think, while yes, extreme example,
not everyone's going to go build an AI startup
and have even remotely close to the success of OpenClaw or what Pete did,
I think we will see a lot more of this sort of activity and these startups that just go
seemingly bonkers overnight. And I think it's good for creators. I think it's good for
the startup ecosystem. I think it's good for the startup ecosystem.
I think it's good for VCs.
And ultimately, for those that are concerned over,
oh my goodness, AI is going to take my job,
or I might be getting hit with layoffs next year.
Start your side hustle.
Start building something now.
You don't have to go get acquired by OpenAI or Meta to have a massive win.
Go start building now. Start at least experimenting. If you don't know what you want to build,
start using these tools on a daily basis and get, as the kids would say, lock in. Pay attention to what's happening and things. Yeah, I agree. The average person won't create their own agent.
Gaming is the best way to onboard,
in Beepic's opinion.
Average person could have an AI agent,
make them an AI agent, though.
Yeah, I just,
the tech is probably the worst
it's ever going to be.
And at the clip it is accelerating,
it is, it's mind-blowing.
Last bit of news item,
and then we will get you out here
unless there's any. I'll
double-check the chat if there's any other questions, comments. I will share Cool Chick
just posted. Thanks for sharing that. I was looking for it yesterday. Beepic, you were asking about
March Madness. I mentioned Cool Chick has a March Madness bracket on chain. The Mint drops March 16th.
Payouts first gets 35%, second gets 20%, third gets 12%, fourth
gets 12%. That is pinned up top. Stay tuned. Again, Mint is taking place on March 16th.
And great part about on-chain brackets is those are NFTs, so you can sell them. So you get all
four Final Four teams and you don't want to ride it out. You got three of the Final Four teams.
You don't want to ride it out.
You could sell your bracket.
You could, maybe you bust it early.
You could buy someone else's bracket and get another sweat.
So, yeah, be one of the things that on-chain just makes it better than the off-chain counterpart.
And then last news item flying over. I did, looks like I, so I did put a, just hit. I put a, I opened a, I put a stop loss
in at 70K and we just went below 70K. So I booked a nice profit. It was a profitable show this
morning. I will take it, but I would have loved to see that not get stopped out there.
I would have liked to see it run a little further, but not complaining.
The profit's a profit.
We book the W and move on.
So two for my last two, the ETH long printed, the Bitcoin long printed.
That's all I needed to officially kick off this one trade a day.
Tune in tomorrow to see what the next print is on
Coffee with Captain. Not the CPI print, but rather what trade we're going to get to print
while we're live on the show. I know everyone was anxiously waiting to know whether I booked
a profit on the Bitcoin long or not, but we did for those that were all holding your breath at home. Bob caught the long last week and earned a mutant. Congrats on that.
That's awesome. Woohoo is right. Love to see it. We're back right there. We just popped back above
70. So this is where I'll tilt. I shouldn't. Eyes forward if I wanted to reopen another long right now, I could. But where I get more tilted than when I book an L is when something, like, we'll just say this
hypothetical scenario, I get stopped out at 70K because it just touches it and then proceeds to
rip up to, like, 79K. I'll be pretty salty. I know I shouldn't be like that. Eyes forward and be happy with the W.
And if I really was that convicted,
I would open up another long right now.
But I didn't have a lot of confidence in this trade.
I really don't know what's happening with the market.
It is very, very volatile.
And that is the one thing I think is certain is volatility.
Volatility continues. Thanks for sharing B Epic and Mayhem
both. This was my last news item of the day. If you've missed it, Rekt drinks with a new collab,
this time with everyone's favorite, Burb. Introducing Burb Bubbly, the official collaboration
of Rekt and Moonbirds. Receive an exclusive Vibes TCG card, Rekt drank points, and Burb with every case purchased.
Win soon.
The audio, for some reason, is coming through my speaker instead of the MacBook.
I don't know why, but can you hear that at all?
Is it coming through the mic at all or no?
Painly.
Painly.
Painfully, yeah.
Yeah, definitely not optimal.
Looks like an orange.
I'm surprised it didn't go with red for the Burb design.
But Burb, bubblyly flavored sparkling water coming soon
powered by powered by wrecked um i will probably be a buyer i guess i i've kind of slowed down on
just randomly buying these mainly because i too many too often more than once i have not
mainly because I too often, more than once, I have not gotten the drank points.
Tech error, user error, I don't know. But the rest of the details on this, each case of Burb
bubbly purchased will also earn you exclusive Rekt and Vibes TCG card. Rekt drank points,
Burb, it'll be purchasable through OpenSea. That's nice. Make sure to
connect your ETH wallet and your Solana wallets to rewards.rekt.com. Do that now. Don't wait until
drop day or post-drop. Make sure both your ETH and your Solana wallets are connected.
I think that's what got me last time is I didn't have one wallet connected and
ended up losing out on some drank points, which are convertible to Rekt. New season of Rekt Rewards starts now. Earn Rekt drank points
for completing quests on the Rekt Rewards platform by purchasing Burr Bubbly, which comes soon. That's
rewards.rect.com. Rekt drinks are divided into drank from quests, drank from orders, including
purchasing Burr Bubbly, and Drank from Quest are
tracked separately to Drank from Orders. Multiply your Drank by holding Rekt Coin. The amounts differ.
1 billion Rekt gets you 1.2x multiplier, 10 billion 1.3x, 100 billion 1.4x, all the way up to,
if you have a trillion, it's a 2x multiplier on your drank points, and it will apply to all drank you have earned from both shots and orders. Selling or transferring
your Rekt will cause your boosts and all boosted points to be lost. Again, sign up at
rewards.rect.com. Thanks again for sharing, and stay tuned for more details around the drop.
Oh, it's blaring.
Couldn't hear me at all.
Good now.
I don't know what's going on with the audio.
Rekt, you know what?
It says Rekt ain't doing so well.
I haven't even looked at price.
We'll do that right now, and then we'll get you out of here with a minute to spare.
now, and then we'll get you out of here with a minute to spare. RECT is 42 million market cap,
fully diluted is 63 million. It is down 18% on the month. I don't know if it's that bad,
down 10% on the week. Seems kind of normal. But yeah, not great. Would love to see it higher. But yeah, down 10% on the week, 18, 19% on the month.
They did miss out on not having the can open with a zipper.
That would have been, that would have sent,
that would have sent Rekt back up to all-time highs
had they just done a zipper can.
That's, if you know, you know.
Bitcoin, as we close the show out here,
back above 70,000, 7,102. Actually, you know, you know. Bitcoin, as we close the show out here, back above 70,000, 7,102.
Actually, you know what?
I do hope I have a massive tilt here.
I hope it rips right up to 80K
and everyone with spot bags
and those of us that are just long Bitcoin can celebrate.
But I doubt it's a straight line.
Probably volatility continues, fair to guess.
And it looks like no rate cut next week,
but maybe a 1% chance we get a rate cut on the 18th.
All that being said,
appreciate y'all being here this morning.
Shout out to Unvault for sponsoring Inside the Vault
and doing all they can to bring royalties back on chain
and sharing some of those revenues
with the holders and supporters of said brands.
Shout out to Bad Ted for joining us today. And shout out to all of you for holding down the chat
and helping add value to the conversation. We'll be back tomorrow, 8 a.m. Eastern time.
If you're new here, I think I pinned the link up top. Yes. If you head up top,
like three in from the left, you will find the link, the reminder link for tomorrow's space.
Go hit that and don't miss the show.
If you haven't yet, subscribe to YouTube.
What are you doing?
And go check, if you're a basketball fan, certainly go check out Cold Check's Bracket Challenge,
as well as Giving Bad Ted and Unball to Follow.
Appreciate you all.
Thanks so much and hope you all have a wonderful, wonderful day, everyone. Thank you.
