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Creator Capital Markets with @xeetdotai on Coffee with Captain #1,101
Recorded: Feb. 20, 2026 Duration: 2:23:03Space Recording
Short Summary
The conversation highlighted a significant resurgence in the NFT market, with new projects launching and partnerships forming, indicating a trend towards growth and innovation in the crypto space. Discussions also touched on the importance of aligning creator incentives with brand goals, showcasing a shift in how value is perceived in the NFT ecosystem.
Full Transcription
Last by Bambi I'm telling you, I sell you a percentage on Nebula. Shout out to this, yo, set it up.
Surfing on the web and I'm shooting at three.
I've been goaded when I got my G.
I'm an elegant boy from a different planet.
So I got my drink.
I'm riding in the 1920s Model T Ford.
Car, era, law.
Call me Levi playing on keys, boy.
Then I'm about to put my gloves on.
If I said it, then I meant that.
Yeah, I like that one. I'm about to get that all, are you with that?
In a white boat, surrounded by blue.
I want one, but I got a cop turned.
I wanna fly high in the sky, arms out wide, trying to swore.
I'm a bird type view.
I'm a baby, I'm Ricky, Bobby.
Back in the pavement, Whitney, Bobby.
I'm a Saki bomb, Hiroshima, Nagasaki
Bruce Wayne been a dog, and I keep it 101
Cause I'm feeling kinda spotty
Sippin' on some rock and I'm sippin' on octane
The only thing around my neck is the blockchain
Now I got coin, I see where y'all goin'
I ain't poppin' since Web 1, hella hooked on Web 2
I was livin' a dream, now I'm on Web 3
And it is what it seems, top in the pyramid scheme I was living a dream, now I'm on web 3.
And it is with the seams, topping the pyramid scheme, I'm telling ya.
I'll sell you a percentage on Nebula, shout out to Vince, yo set it up.
NFT, Twitter, blockchain, team with the ghosts and we ballin' like the Bromjack.
Crypto, crypto, we can make a trade, get the memo.
Reviews not fallin' for the FOMO, listenin' to Coffee with Captain. You know we wearing five day loco, I ain't never gon' stop rappin'. I'm on web 3, was livin' a dream
Now I'm on web three
And it is what it seems
Toppin' the pyramid schemes
I'm tellin' ya
I sell you a percentage on Nebula
Shout out to Vince, yo, set it up
Freakin' them all the truth, why?
But they got knowledge to move
So I'm suckin' the shame
Shout out to Vince, yo
Yeah, them blues is comin'
Even though it's hard to pick
Eenie, mineie, moe Soda on the mix, no bitin' lips It's time to go Get that's number one, no thumbs up You gotta scroll out to this yo
GM GM happy Friday welcome to coffee with captain appreciate y'all being here hope you're all doing well i was a little i actually made him i double posted uh abstract chat posted one is the abstract
chat i posted the other uh i actually dropped the youtube link so you can disregard one of those but
i think i got the correct ones pinned up top if you'd like to join us on video over on abstract
that's up top they must have done a for any of those that are deep in the abstract ecosystem,
Katie or MeshMash, I'm guessing they did some update to the portal.
I went to go do it.
And at first it wouldn't start the live stream and then it logged me out.
And something looked different when I logged back in,
but I couldn't figure out what it was.
And I was also somewhat in a hurry in real
time attempting to get everything started here. I only got, I don't know what that is, two and a
half minutes during the intro video to get my opening task done. And I still haven't actually
went and grabbed the coffee with Captain. So I am a fan of Pri privy i'm a fan of single sign-on
i i i don't like and it's just a me thing i get it for consumers i don't like how
if i do log out i have to log with my email and then it emails me a code and then I go get it. I know this is like first world problems about as bad as it gets,
but,
or as not bad as it gets probably more appropriately,
but I,
yeah,
I just don't like it.
I don't,
I don't like having to go.
It's much,
much easier just to log in with a wallet,
but because I don't know,
maybe,
maybe I'm missing something.
Maybe there,
maybe there's another way to like link a, like my Rabi wallet with abstract. So I can just log
in by that as opposed to the whole email code thing. Again, no one cares. I'm just going to
move on. Actually, we've got a few minutes before we get into a big news day, actually, a lot to talk about. We're going to talk a little bit about both an NFT resurgence as well as a representative of a leading NFT brand, FUDDING NFTs.
Interesting take on the timeline. I'm not here to take shots or I hope nothing's taken out of context, but I wouldn't be myself and wouldn't be authentic and genuine if I wasn't talking about something I saw that was on my mind.
And I do think it's newsworthy.
That said, before we get into the serious stuff, we've got at least five more minutes of conspiracies with Cap.
So I'm going to go ahead and change the title.
This is the best clickbaity title I can come up with.
We're going to call it Aliens vs. Predators.
I feel that's fitting this morning.
That won't stay for long. We do have Pons joining us to talk new, evolved, creator, capital.
Wait, what am I calling it?
Let me go back to YouTube and figure out how I caught it there.
Creator, capital, creator, capital markets evolved. Let me go back to YouTube and figure out how I caught it there.
Creator, capital, creator, capital markets evolved. There, you're going to hear it twice since I had the YouTube playback. I assume you guys can hear the, I caught it there. Creator Capital Markets in the Vault.
There, you're going to hear it twice since I had the YouTube playback.
I assume you guys can hear the YouTube playback when I go to YouTube to pull up the stream and it's not muted.
I just need to change the title over on Abstract.
And we are officially rolling.
I have my morning tasks open and knocked out there before we do get started. But yes,
aliens and predators, I was joking, but kind of serious. We were talking about
the NFT glory days and in particular, the fact that if this was 2021, which it's not,
And I don't see anyone saying that's coming back.
and I don't see anyone saying that's coming back. In fact, if you can find a single person
In fact, if you can find a single person on this app that said,
we're going to have another run for NFT PFPs like we had in 2021,
please point my attention to it because I'd like now,
my timeline isn't perfect.
My feed's not perfect.
I'm sure there's things I miss.
I'm certain of that.
There's things I would love to see that I missed, but not much.
And I've not seen or heard a single person say that,
oh, we're going to have another bull run like we had in 2021.
There's people that are still bullish NFTs.
There's people still buying NFTs.
There are people saying that, oh, we will have another run
or specific collections might have a comeback.
But I have not seen a single take that the 2021 bull run mania
is going to come back.
It's not coming back.
I'm bullish NFTs.
NFT technology is great.
I was referencing the everything token.
Am I pointing that correctly?
Yeah, I was referencing everything.
I got to get to my stream yard.
I was watching abstract video.
And it's, if you've never done this, it's really,
yeah, alien versus child predators,
probably a little too aggressive, Otis.
We're just going to stick with that.
We'll let people, you can fill in the blanks, you can connect those
dots if you'd like, but
aliens versus predators, if you missed it,
Barack
Obama said,
yes, aliens are real. Trump
then said he shared
why am I drawing a blank? Not confidential.
I don't know why I can't think this morning.
I need to finish my coffee. Help me out. What word am I missing? Not confidential, but top secret, not top secret. Maybe confidential is the word. I don't know. My brain is really
broken. This is great live video, live TV here. YouTube is the best for not getting rubbed by X.
Yeah, I wholeheartedly agree with that.
We got Jesus and Joey coming up to tell me out here and fill in
whatever word. Anyways, if you did miss it, classified!
Thank you, Hizzy. Jesus, how could I not think of classified?
That's why I came up,
Cap. I was trying to help you out.
Yeah, I came up for that, too. I'm like,
get it out! Get it out!
Did we all rush the stage just to say classified?
Is that what I just heard?
We all just rushed the stage to say classified.
Much respect. Thank you very much.
You can hang out and talk Aliens vs. Predators for a minute or two
if you'd like. Enjoying anything else we're going to talk about tomorrow we do have like i said some
exciting news to talk on however and i'm not complaining at all i love what i do i it's i
i'm grateful to be here i'm grateful for all of you i'm very appreciative of our sponsors and the
fact that i can't do this for a living and it's i don't consider it work. Uh, it, I I'm extremely fortunate individual that in my adult life, there's maybe a couple
of years stretch after we sold and got acquired by a publicly traded company that I, I actually
had to work for a few years and sit on some pointless zoom meetings that I thought could
have been an email, but I'll say, and I still love the brand I was building.
I was still, it was still a passion project.
So, uh, it wasn't like, I wasn't out there
digging ditches or cleaning toilets or anything. Actually, I did clean toilets back in my retail
days because I wore 17 hats and I would never ask a team member to do anything I wasn't willing to
do myself. That said, I'm very grateful to be here, very appreciative of this opportunity.
But if you don't think it can be challenging at times to speak publicly for
two plus hours, five days a week, and not sometimes just stumble, mispronounce things,
can't think of a word.
It happens more than you might think.
And it is.
So for those that host any sort of live show like pain is an incredible producer
and he can fix a lot of my blunders but like i think of like scott hansen i have the amount
of respect i have for scott hansen not just the fact that he can hold his bladder for seven hours
i don't know how he does that but the fact that he rarely like it's so rare for him to slip up. He like doesn't say
um or like or, you know, those filler words. He like never gets, like I just got hung up. I
couldn't think of classified. I had a literal brain fart live in front of all you this morning.
There's people that are so good at live TV. It's mind-blowing to me.
And I never had that appreciation until having done this.
And then I can't think of a word like classified.
I clearly know what classified is.
It's not that difficult.
But yet my brain just wasn't clicking on all cylinders.
So Joey, Jesus, an idiot, and Hizzy in the chat, thank you for helping me get through that but yes that was what was
shared was trump said he shouldn't have shared classified information alluding that oh it is
real he wouldn't comment on it but then later that day he comes out with a post i'll probably pull
it up here in a second where he says he had uh ordered all government agencies with that
information to disclose it uh so it's it's led to some funny memes.
I have believed aliens are real for a while.
We're not going to start a conspiracy with Cap's show,
but I just think the odds of there not being other intelligent life in a universe that is as large as the one we live in is so minimal.
Now, are aliens on this planet? I don't
know, but it seems like we're going to get some evidence here soon that they are. I also, at the
same time, think it's the timing of this. It's not a coincidence. It's probably, you know, Obama said
something in an interview and that gave them the reason to, you know, gave them an out, gave them a reason to do this that doesn't look like it's just a,
hey, look over here, look at this distraction instead of continuing asking about the Epstein
files. I'm not saying that the conflict in Iran is a distraction, but it's, I don't know. I think
it's doesn't take a lot to connect at least the timing of this.
If they're going to release alien files right now when everyone else is looking for the other files, I don't think that's conspiracy.
I think that's probably logic and ration just saying, yeah, that makes sense.
That said, Joey, GM, hope you feel better soon.
What other than classified, what else brought you up this morning yeah i apologize
if i sound terrible no apologies feel better buddy um yeah so i've i've lost you know as a
i'm i'm catholic i would i don't think i would say i'm very religious. I believe we go to church on Sunday. I want my kids to learn about God. And most of the reason why I want my children to learn that is because a lot of the teachings are rooted in respect for you know, being courteous and kind and all those things. Right. Like, I think that there is some validity in a lot of the teachings.
With that being said, though, I'm also, I also like to consider myself like scientific as well,
which most, you know, like heavy religious people are not scientific because, you know,
they're taught, like, if you go against the teachings, you know, like Adam and Eve were created, you know,
Eve was created from the rib of Adam and Adam was created from, you know, earth, you know,
dirt and mud and whatever. So a lot of people that are religious aren't scientific,
but I feel like when you, if you've ever watched any of the, like, if you're, if you're into history
stuff and you watch any of these shows where it's like, how did these ancient civilizations
that existed, you know, thousands and thousands of years ago create such complex and like perfect,
like when you go, when you go into like the pyramids and like the, the angle of the
hallway is a perfect 90 degrees and everything lines up with the stars and true North and like
all of these amazing mathematical calculations that according to us, they didn't have telescopes
and they didn't have protractors and they didn't
have like all of these things. It's like, it makes you really question like, was there some other,
you know, whether it's a, an alien race or was there something that was, you know, wiped from
the planet, you know? So I, I, I believe that there, we have been visited by other, I don't know if you want to call them aliens, other species, whatever it is, at different points in our history.
And I think it's evidence of that is some of these amazing architectural anomalies that we cannot even explain today even though we have
better technology and ai and all this stuff so um i'm here for it i want to see if there's actually
like aliens locked up in area 51 or um or if maybe they're you know we just have certain tech i'm
i'm cool i'm cool with it
same as well i also am not naive enough to think we're going to get all the information
uh one of the funnier memes i saw was yeah the alien files and it was like a picture of like
the sky where you'd see a ufo and then the ufo was redacted i'm i'm i'm 99 certain that we're
not going to get all the information on whatever information they do have.
And I'm also okay with that.
Like if there is some edge or there is some technology like that, that only the U S has, they, like, I, I get that for national security purposes and otherwise, but yeah, it's, um, you do see a lot of, of,'m sure every ufo fan boy is walking into their their
nine to five today with their chest pumped out blaring some joe rogan but um jesus go ahead
go ahead and get in here and then we'll go to uh an idiot i mean wouldn't this like wouldn't this
if there was evidence presented and we're not going to see pictures of et on it on that like but it's like wouldn't this
like really put the world in a state of chaos and destroy christianity and like i mean because
i i don't know i think i think it would be why every religion yeah yeah yeah yeah what if jesus
was the alien that's what exactly was the alien? Exactly, yeah.
Can I respond to exactly that?
First of all, Joey, I just wanted to say I think you're spot on about
Catholicism is a great
thing for people to learn because it's basically
the framework for the value system of Western
civilization, whether you're religious or not.
I totally agree with that.
I'm also not religious, but I go to church with my wife
anyway from time to time.
But I would say that Catholicism is a very cherry picked, like the Bible, Old Testament and New is cherry picked from the source materials, right?
I mean, there is other books that didn't get included, like the Book of Enoch, where angels descended from heaven.
where angels descended from heaven.
I'm going on my Joe Rogan arc right now.
where angels descended from heaven
and made it with man
and birthed the Nephilim,
the giants and all of that.
So, I mean, there's a lot of reason
to find that.
But the reason I would say
that it doesn't necessarily
destroy religion
is because we all think of aliens
as, you know, tentacly,
you know, smooth skinned,
you know, like octopop, octopus looking creatures that came from some star system far, far away.
The potential alternative is that they are actually from alternate dimensions, right?
I mean, they could be from another dimension that we don't understand or a parallel dimension or something like that
that you know i mean like we don't understand where consciousness even comes from you know i
mean we could be lots of people have speculated that we are like antennas for consciousness that
is like a larger pool of consciousness that we are just receiving from are we even in this space kyle
like is or is this like some
made up are we sitting in a little bitty globe we could be in a simulation too right i mean
the the potential is limitless for what reality really is like we we the true wisdom is realizing
that you know nothing uh ultimately um but anyway the last thing i was gonna timelines is that what you're saying like
you think there's multiple timelines or i think i i think that i am not wise enough to say that
confidently that i think anything hold on hold on you you can possibly be is open-minded is the
point that i'm making and the last thing i wanted to say is uh i tweeted this morning that they are
uh they are trying
to distract us from the Epstein files with aliens.
And if that doesn't work, I
would stay out of major cities. And what I mean by
that is if this whole ploy doesn't
work to distract,
the potential for
a 9-11 level event is
very real, ladies and gentlemen.
They
are not going to go. They will burn the
shit before they sink with it.
Bro, you have told me multiple times
there is a more successful Cheesus
in another timeline.
Don't worry, Cheesus. There's
a more broke-ass Cheesus in another timeline
too, dude. There's limitless
variations. I'm actually thin somewhere.
Okay? And probably fully
fit and muscular like Cap.
Wait, is Machiavelli in this timeline?
I don't see him on stage.
He is.
He is.
We might get weird today.
Pons is not going to have any idea what he's walking into.
I will say this.
My thoughts, without spending the next 40 minutes talking aliens and predators,
I would just say, on the earlier take, you talk about required reading, and there's a lot of books on success principles. I think it would benefit most people. I think it would be great if the majority of individuals, if not all, read religious books, whether it was the Bible or the,
I've not read the Bible front to back. I grew up in church. I haven't attended church for years.
I believe that I'm not the center of the universe, but I'm also not, I don't claim to know all the
answers. I just think that a lot of, I mean, a lot of success principles were derived directly
from the Bible.
To the earlier point that the core values that are taught, the teachings of Jesus and
the Bible, like it's good stuff.
It really is.
And while a lot of successful individuals will attribute their success to praise God or praise Jesus, I don't know what is actual fact.
But what I do believe is a lot of successful individuals, they attribute their success to a higher power.
power. I also think that they live those ways. They actually deploy and lean into a lot of those
I also think that they live those ways.
success principles. It's not called success principles in the Bible, but I'll be forever
grateful that my parents did take me to church as a kid and taught core values and those success
principles before I even realized what they were before I,
you know, like the golden rule, you know, do, do unto others as you want to have done to your,
like, just be a good person, be a good human, be a good neighbor. Like that stuff is,
it's hard to argue with those teachings, remove the cosmic higher power, the dogma.
Yeah. Like remove that stuff and just like focus on the actual content it's good
stuff and it's hard to it's hard to debate that it's like like is anyone gonna say no you you
shouldn't be kind you shouldn't help other people like i just you know there's there's a lot of good
learnings there regardless of and i think this is the case in most religions and to the point of like, would aliens destroy religion?
I don't know.
I think it could go the other way.
I think it could be, you know, it could be proof of a higher power, you know?
And I don't know.
We're getting further down that rabbit hole than I might thought.
But, yeah, I'm sure Payne is really might thought, but yeah, I'm sure pain is really
enjoying the, uh, you know, I, pain probably is enjoying this because this is the sort of stuff,
conspiracy talk, religious talk, like this does numbers on, on YouTube. And maybe this is what
we need to do is, is spin up a separate, uh, uh, conspiracies with cap Christianity with cap
Catholic Catholicism with cap, all the C religions we can, we can do a bit on and grow our girl.
I'm not sure if this would be interested in,
in crypto and NFTs,
but certainly some,
certainly some,
some new,
some new listeners for sure.
Let's go back to Machiavelli and we'll get Joey back in here.
On the next coffee with captain,
the Dead Sea Scrolls and the Book of Enoch.
Now, I think that really that,
I'm kind of confused.
I'm not going to lie to y'all.
I had no idea what we were even talking about
or if they even started to release some alien stuff.
I read something about Obama saying something
and then Trump immediately saying
that he was going to release some files
to like just prove that aliens existed.
That's where my understanding comes from on all of this.
So but I love the title Alien vs. Predator because he sums the bitches would throw aliens in your face just to like push the Epstein files underneath the table and make everybody not pay attention.
I do believe that.
Should we change the really funny part is he did it in the most
trump way possible because he was like oh obama you know he he said something that's classified
that he shouldn't have said but oh i'm such a nice guy that i'll declassify this so he doesn't
get you you i can't do it i can't uh not only can i not impersonate others with voice i i'm not even
gonna attempt to do the Trump dance, but you know
he was doing the Trump dance when he saw it.
Oh, bro. Yeah, he was like,
these are going to be big, beautiful aliens.
Like, whatever.
That Obama has no idea.
These are verified aliens.
The aliens came all the way across.
They got across the wall.
It's also not lost
on me that we inked not one, but two new sponsors,
like long-term multi-month sponsor agreements yesterday and our first show
after those, before the ink even dried,
before the electronic signatures even dried,
we hard pivoted into aliens versus predators and in religion on Coffee with
Captain.
GM, welcome to the show.
Joey, go ahead.
You know, there's like the u.s government area 51
whatever you want to call it are not the only like files that we'll probably never see the
light of day of like for people that don't know you know if you know vatican city has the vatican
archives which probably has way more information than any government in the world
probably has with all the stuff that's buried. I mean, if you've ever watched, um, you know,
like, uh, the Da Vinci code and like that, that series of three movies with Tom Hanks,
like, yes, they're movies, but man, they really make you question like what is being held back from the, the, the, the people of the world.
And part of the reason why, and this is maybe me, like, you know, the conspiracy in me is part of the reason why I think a lot of it is held back is I don't think most people can handle like what is really out there and what is
quote unquote classified. I mean, look at what happened when, you know,
COVID hit and, and, and the way people reacted with how we sold it or like,
you know, hurricanes and whatever, like the way people react to things,
like they, we lose,
we sell out a toilet paper and like people just go so like so far off the deep end.
Like, I don't think if we ever got to look inside the Vatican archives or what was going on at area 51, I don't think most of the population could handle it.
So I'm not saying that I believe the government should keep secrets.
I'm not saying that.
I just think that some of it probably should just stay away. Yeah. I mean, probably on many things beyond just
aliens, but I just, it's going to be interesting. I also think we probably don't see anything. I actually would not be surprised if from five o'clock today, after markets close, we get both the alien files drop as well as potentially some update on Iran.
And then we see some sort of resolution come Monday morning.
Like this is the playbook that they've been running for um a while now and would not would not surprise me in the least bit so all that to
be said perfect segue into some actual all right cap one last thing i will say i have i got into
this like rabbit hole of watching all the alien versus predators on the correct timeline i will
say it is one of like for people that that are like, like want to, want to
do like, want to go through something from start to finish. If you, there's a chronological order
to watch aliens and predator movies, because there is the crossover of alien versus predator.
It's an amazing franchise when you go through it from like start to finish. So if you're a movie
person, I would suggest giving it a shot. Go chronologically.
Not chronological release. Chronological
timeline
of all the Alien vs. Predator movies.
Sigourney Weaver
is the weirdest kind of smoking
hot in the first movie too.
That's
maybe the first time in my life I've heard
Sigourney. Yeah, I'd know.
What the fuck?
You guys think of Sigourney Weaver from Avatar. Watch the first time in my life I've heard Sigourney. Yeah, I know. What the fuck? You guys think of Sigourney Weaver from Avatar.
Watch the first Predator movie.
Oh, no.
Sigourney Weaver is super hot in Avatar, though.
What are you talking about?
Bruh, why are...
You got to pivot.
So, yeah, here's what we're going to do.
Just to help warm up the show,
I have kind of stopped asking for the likes,
reposting bookmarks.
I do appreciate it.
I am going to ask for it on the audio spaces so we can get this room warmed up before Pons joins us here in about a half an hour.
And then to hit your favorite chat, whether you're in the YouTube video, whether you're in the X video, whether you're on Abstract.
This is like a real request.
I'm genuinely curious.
I am all caught up on shows.
So now I have to wait until actually we
get a new pit tonight uh really excited for night of seven kingdoms drop on sunday uh the i think
it's the finale i guess uh we got house of dragon coming soon i think that kicks back off in june
but i'm all caught up on shows so i need either an old series that i can go back and actually you
know what i started started watching Night Manager.
It's only got two seasons.
It's older, but pretty decent.
But I need some filler content to fall asleep to.
So tell me, what is your best, your top three alien shows?
Alien movies, a series.
Someone said Paul earlier on Pingu space i i've not
ancient aliens is a is a great one 100 tell me in the chat your favorite alien movies or alien
shows i was not familiar with paul never heard it i added that to my list but yeah i need it's it's
i'm full full porting into alien content over the weekend.
Cab, if you haven't seen Badlands from Predator,
watch Predator Badlands.
No, Machiavelli, I think he means
actual alien conspiracy
shows.
It's based off of true life. Don't you know that Trump's releasing
the files? I'm good with either.
I'm good with if it's actual
documentaries or real
stuff, or if it's actual documentaries or real stuff, or
if it is
allegedly
fiction.
Anything alien-related, I will
add to the list,
especially if it gets mentioned multiple times.
I'll send you the chronological
order to watch all the
Alien Predator movies.
Perfect.
Here's what we're going to do.
We got 30 minutes to get through the news today.
And then we are going to talk creator capital markets with pawns and Z team.
Um, Eddie says he's watching game of Thrones for the third time.
It gets better every time. I swear.
I am really hopeful and optimistic that someone redoes the last season using AI,
and I will watch it.
That's the AI content I'm here for,
is Fix a Great Show that got ruined by some showrunners that didn't know what they were talking about.
Zonko, I did see this as well.
This is my last comment on aliens,
but supporting Joey's theory earlier,
scientists mapped one millimeter, not even one millimeter, one mm3, I don't know how to say that properly, of the human brain, less than a grain of rice, and a microscopic cosmos appeared.
Pretty, pretty insane.
the, I did see this and I saw it compared to like the compute it would take. I don't see it in this
post, but it was mind blowing. The amount of, and that's just, yeah, here we go. So this tiny spec
is about half the size of grain of rice contained a staggering 57,000 cells, 230 mm of blood vessels
and 150 million synopsis. The project required a decade of work and
generated 1.4 petabytes of data equivalent to 14,000 4k movies just to capture a single cubic
millimeter at nanoscale resolution. And it like compared that to like, okay, if like what, what
it would take to do that for the entire brain, and it would be more data than exists in the world today
in one single brain. Just mind-blowing
stuff. We are very complex
creatures and
grateful to be alive. I'm not sure
who...
Gary Vee actually just talks about
the fact that you're here, that you're alive.
Those odds are pretty
insane. Zonko adds, best alien movie
of all time is definitely the OG Alien,
but I really liked Alien Prometheus
and Alien Covenant.
Both really great updates on the old IP and build.
I did also enjoy Prometheus.
That said, we are hard pivoting into NFT land.
We're going to think of crypto majors are,
like they seem like they're flat,
but it's a volatile chop.
I saw someone say that fear and greed dropped to 7, showing 12 on my end.
But majors are pretty much flat.
Bitcoin's up a percent, but it dipped all the way down to 65,000.
ETH is flat.
Just the same story with majors for the most part.
Solana up 2% to $82. Pretty flat across the board, but it is very choppy. If you're trading,
especially if you're trading perps, be careful out there. Don't walk away from a computer.
I do think today is likely to be extremely volatile. And if it follows prior trends of announcements of any sort coming out of this administration, it probably drops 4.30, 5 o'clock this evening.
Just keep that in mind.
If you have any open trades, you may want to think about closing them before the end of – before markets close, tradify markets close today.
closed tradify markets closed today now what's not choppy what is i think pretty exciting it's not
coming back to the 2021 bull run absolutely not happening however what is happening is nft mints
are cooking like really cooking not all but pretty exciting if you ask me and And I said it before, it's time to start paying attention. A lot of
these mints are free to low cost mints and glitchy bunnies. It hasn't been out yet. It's like 2100 to
25. I think we talked about that yesterday. Normies up 353% on the day to 0.05 ETH.
Del Mundo's up 34% to 0.14 ETH. NetCitizens up 61% to 0.06 ETH. This was a
0.03 mint. Del Mundo's was like 0.003 or something. It's up huge in a month or so.
Normie's just minted. It's up big. This is a 10,000 supply collection. 10,000 supply.
Did you catch why Netizens pumped yesterday?
What was it? Did you catch why the Netizens pumped yesterday? What was it?
Did you catch why the Netizens pumped yesterday?
Oh, I didn't. What happened? Or what did they announce?
They just announced a burn mechanic
so you can burn five of them.
One or something from the artist.
Okay.
Yeah.
Netizens is 4,400
collection, 4,400 supply.
4,432.
DelMundo's is 10K. Normie's is 10K.
I did not
expect this.
DelMundo's on mainnet. Normie's
also on mainnet.
Gwe at
0.2,
like,
I know
there's NFTs on Solana. I know ApeChain's the home of NFTs. I know there's NFTs on Solana.
I know Ape Chain is the home of NFTs.
I know Mega ETH is the new exciting chain.
Oh, by the way, there, look,
if I can get this right,
Koldy's Mint down a little bit on the day,
but still 0.08 ETH.
8.08 ETH, also on mainnet.
Also on mainnet.
I think if we're talking NFTs long-term, no, the bubble has burst.
The bull market, NFT, PFP bull market is not coming back.
NFTs aren't going anywhere.
It's programmable technology.
You can do a lot with the tech.
And I still believe it is a great way to build community, to build brand ambassadors,
unlike maybe anything that's come prior. I think a lot more can be done with it. I think too many
of these teams have moved away from utility NFTs and I get utility debt can be a challenge,
but it also can be good. And there's, there's ways that you can navigate it.
Shout out to Good Vibes Club. I mean, they, they made it, they haven't even hit their year
anniversary yet. 0.89 Heath. It was a 0.069 mint, you know, up big. Poppy acquired Quirkies. They're
up to 0.86. These are, so you got a legacy collection. They got a new, a new, uh, was,
was sold, acquired by someone who was deep in that
collection you got a brand new uh mint that's less than a year old you've got these these new
mints that are are really showing some motion and some volume it can be done i mentioned yesterday
that openc part of their rewards program they gave a lALIS for glitchy bunnies. Like there's, but yet so many of the NFT teams have
went away from that.
For whatever reason,
they've,
they just want to be an art collection.
They just want to be a digital collectible.
It's not an or,
it's an and.
You can do that and align with your holders.
You can do that and provide utility,
provide value in terms of access.
In terms of, and access can be gated chats.
It can be events.
It can be allow lists for upcoming mints.
There's so, I'm not saying they should all be dropping, you know, tokens and trying to, you know, create magical internet money.
tokens and trying to create magical internet money. But there's, unless you think crypto's
dying and just going away, I don't know. I just, I really struggle to understand some of the moves
some of these teams are making. And I alluded to one earlier, I'm going to show it. It's not an
attack, but I shared it in the worm. I'm going to share it here.
Like Shiv had a post yesterday
that I just,
it maybe scratched my head.
I like Shiv.
I have nothing against him.
I'm just shocked to see this coming
from someone who's rocking a pudgy badge.
Says the NFT space has a denial problem.
People who think the NFT market
will come back are delusional.
As I said earlier,
who thinks that?
I've not seen a single person say, I've seen a lot of takes like this.
And I don't know, maybe it's just a new form of engagement farming.
But I've seen a lot of takes like this.
People say it all that people, they call other people, who are those people?
I don't know anyone that thinks the 21 market is coming back.
They would be delusional.
I agree there, but I don't see anyone saying that.
So is this just a coping mechanism?
I don't know.
But he says the reality is the market has already told you what it thinks.
It's moved on.
Companies that are worth paying attention to right now are the ones that looked at a
dying business model and had the balls to burn it down before the market did it for them.
This is where they've taken new verticals, audiences, and revenue that doesn't depend
on people flipping JPEGs for a living.
flipping JPEGs for a living.
Don't end up being the next project
Don't end up being the next project to post a shutdown announcement because you're stuck
to post a shutdown announcement
because you're stuck waiting.
waiting.
Now, I wholeheartedly agree
that NFT, PFP brands
should not be solely relying on royalties
as their business model.
That model, you shouldn't be doing that,
but it can absolutely be part of it.
See Good Vibes Club.
See anyone that's on a royalty-protected contract.
And there's now easy ways to do that.
A little bit of foreshadowing. Tune in Monday. We're going to have an exciting conversation regarding this exactly.
I just don't understand the take. I mean, people are entitled to their own opinions. I don't understand the take from a PFP native team.
native team. And, you know, even today you can get abstract XP bonus for holding a Pudgy.
You get access to their events for holding a Pudgy. What I don't understand is like,
hey, Pudgy collectibles do well. Why not give like first access to holders? Why? Like there's
just, and if, and I, so it's not a pvp so it's not me attacking pudgies i'll say
the same thing about board apes not the exact same thing but they just launched some some new
merch some balda merch why not why not give first dibs to holders like i don't care it's not that
deep to me like even if i did have access i'm not rushing out to buy a beanie or a scarf. I live in Florida,
even though I wear hoodies all the time. I don't need any more beanies in my life.
So I will give them credit. They do have at least a member exclusive jacket. I'm glad they made
this. They ran back this original design, but they added the zipper. So it's not exactly like
the OG one. But I love that this is a member exclusive.
But there's so many other easy misses here that they launched this vault drop.
Why not make at least one of those member exclusive or for a limited period of time,
like for the first 24 hours, members get dibs on this.
I think it's as much as the optics it's as much as showing alignment with your holder base
as it is driving a ton of sales that way they drop these posters as member exclusive so i guess
they're making somewhat of an effort but things like i don't know free shipping for members or
you spend a hundred dollars you get one of these posters for free.
I just, to me, there's some low-hanging fruit that these NFT, PFP brands, not just Pudgy, all of them could be doing.
And yet, it seems to me instead of doing that, most of them are running the other direction or using the fact that royalties are now not what they once were as some excuse like, oh, we're just a digital
collectible. Why? You can be that and more. And that was part of the beauty of NFTs.
Where I knit out on this is ask the team, why should I buy your NFT now? Other than just
speculating on it's a collectible and it might go up in future value in the future.
If that's all it is, fine.
I'm not buying your NFT if that's all it is.
Oh, it's great art.
Okay, I don't need any more digital art right now.
Maybe at some point in my life I'll go collect a squiggle or something.
But if we're talking NFT PFPs, why should I buy your NFT?
Oh, you get access to an annual event at ApeFest. You get access to the clubhouse. Okay.
That's something. Does it justify the current floor price? I don't know.
But if you're talking to lifetime membership, it's something. I would just like to see more
of the somethings, some more experimenting.
Part of that 21 mania wasn't just number go up.
It was at least every month, if not every week,
we were seeing a team attempt to do something new,
some new form of experimentation.
That was fun.
That was part of the fun in this space.
And instead of attempting to do new stuff,
like we're finally starting to see teams
lean into
retail holidays. Said that from the jump, that was like some low hanging fruit they should be
doing. Instead of just randomly selling stuff to your holders, create an event around it,
give them, you know, and then give them some sort of special access.
Part of the, one of the coolest things, the early things of utility was gated merch drops. Now I
know by itself a gated merch drop is not going to send the floor price.
I'm not talking floor.
I'm talking alignment.
And why not do this stuff?
Why?
Like, I don't, what is in it for the CEOs of the company?
What's in it for them?
Retaining your most loyal brand ambassadors?
Maybe I'm the only one in this space that thinks like this, but
I think there's a lot of people here that are questioning, why should I buy this entity or
why should I continue to hold this thing? I'm not looking for a dollar on dollar return.
I'm just looking for some perk that I get for being part of your community that's a little
different than what an outsider can get. This used to be just
universally accepted. And now it's like, people look at me like I'm crazy. They're like, why would
a team do that? Why not? It doesn't cost them. I mean, oh, if they're giving you free shipping
to holders, that's going to dilute their margins. Yeah, but I bet they would sell more.
It's going to dilute their margins.
Yeah, but I bet they would sell more.
I'm not going to name names, but there's what used to be a...
Some regarded as a blue chip NFT collection that has continued to do drops.
And they did one, I think, December that was a relatively low supply, low quantity, and not even sold out yet.
And I think part of the reason, because why? The exclusivity, it's also, it drives,
trying to choose my words carefully, because I'm not trying to, I don't want Ponzi games. I'm not
saying create fake scarcity. But it's not just a crypto thing. It's not just a Web3 thing.
It's like, why do you think the supplies of playstations and xboxes that they launch are
are limited because that scarcity creates demand and leads to higher sales on the secondary market
their pudgy's a great example like their vinyls their plushies maybe not the plushies but their
vinyls sell for a premium why not give your holders that perk? What bad can come from that?
If you're only going to drop 100 of these, why not give your holders that perk first?
You're dropping a new card. Why not give holders of your asset the higher tier? Maybe it's not the black tier, but there's something in between that if you hold a pudgy, you get not 12% rewards at the top level, but you're going to get 7%.
You're going to get 1%.
Like little things like that.
I'm not saying any of this stuff is going to justify the current by itself will justify the current floor price of any NFT collection.
But I think it does matter.
I think it matters a lot.
And from an active participant, I'm looking for reasons to collect other NFTs or what should
I rotate into? And it's like pulling teeth to try to get a reason from a lot of these brands.
It's like, oh, just, we're just, it's a digital collectible. Okay. Where's the end? And it's,
a lot of this stuff isn't, I think it's almost as simple as the retail holiday thing. It's just many have, I don't know.
I don't know.
I don't understand the logic on going so far in the other direction,
but Joey thoughts on this.
And then if anyone else has any thoughts, feel free to get in here.
Yeah.
I mean, we see, we've talked about like the other day,
we were talking about Amazon prime versus YouTube TV or YouTube Premium.
Like it's really not hard to, maybe at these prices, let me rephrase that.
Maybe at like, you know, 10 grand, it's a little harder.
But like there's a store by me, it's like one of those super bin stores where, you know, they buy all the Amazon pallets and you get to go in there and buy stuff for 15 bucks a month. And all you get for 15 bucks
a month is they email you like the day before their restock the night before their restock.
And they're like, Hey, aisle E is where you can find the iPads, but it's mixed in with thousands of items. People pay this $15
every single month just to be notified on which aisle they could potentially find the best deal.
Amazon Prime is a great example. I pay for Amazon Prime because I want free shipping.
I want Amazon Prime TV. I want Amazon Music, all included that. Like it doesn't have to be to your point,
a dollar for dollar return. Why do we pay to, to have like, if I was a pudge, I am a pudgy holder.
I hold a little pudgy and I don't need you to give me free money. That's not what I'm asking
for. But if you're going to release a limited, like they, I have the nouns pudgy glass,
the nouns glasses, you know, bigger pudgy vinyl. I think if you're going to release stuff like that,
why not say like, you know, as a holder, you get first access and you get 10% off.
And we're talking about future stuff, not like what they did in the past. And this is for any
project. Like give me a small discount, like 10% in the grand scheme on a hundred dollar item is 10 bucks. Maybe it cuts
into your margin a little, but as a holder, it feels really good knowing that I get a discount
and it's not, maybe it doesn't like to your point equal to 10 grand, but there are really simple
ways that we've seen people do this in retail to reward their most loyal people.
And I don't know why it's rejected in, in web three so much where it's like the only way,
if I'm not giving you free money, then you're not getting value. No, there's a lot of ways to give
value here. And I, and regarding the new, the new NFT collections, the one thing I've noticed with
a lot of these new NFT collections, the ones that basically have an Insta reveal are the ones that people are most excited about.
Like the days of like holding your reveal for 7, 10, 14 days after Mint Out are gone.
Like there's no, people don't want that mystery anymore.
So if you're, if you're like launching an NFT collection, like just Insta reveal, let people see what you've done and let them trade on the traits and things
that they want well said i agree uh other than i still enjoy the reveal i i like the reveal game
i think especially now that we're seeing some a little bit of momentum with some of these new
nft mints is bring that back i i enjoy the that element of you mint and do I do I? Oh, we got to run up pre-reveal. Do I sell this? Do I hold? I like the I like the reveal element of NFT mints.
thought, still do, that NFTs unlock new opportunities when it comes to loyalty
rewards programs. Things that you simply, you can do it better with these assets. You can do
it better on chain than you can off. Let's use, I don't know, tickets for an example.
For an example, you can very hard to identify your fan base with paper, physical tickets or email lists.
Much easier if there's NFTs that gate access to an upcoming concert ticket drop.
I think, again, to keep pumping, by the way, everything tokens available on Amazon.
I'll go get a current link if you've not yet checked it out. I strongly recommend it. I think the majority, if not all the thesis that Steve and Scott wrote about in there, it still works. It still holds true. Some are doing it.
brand loyalty, for brand ambassadors, for loyalty reward programs, it seems that many of them just
stopped. And I can't understand why. Because you want brand ambassadors. Doris says it. Those
advocates market harder than any paid campaign ever will. Without alignment, every mechanic a team every mechanic a team drops feels like the team is
just farming the holders i agree misaligned holders also tend to revolt when the team
decides to experiment in his experiment misaligned projects all haul out faster in the bear projects
just like a few reasons i'm gonna i'm gonna i could keep going but youtube has like spot on, spot on.
Dort's also someone I think communities would love to have him in their collection, not just from a, a holder standpoint.
He's a great brand ambassador. He's a great community member.
He's a community leader. And it's just,
it seems so, it does, it seems like the low hanging fruit that
they're just, for whatever reason, a lot of these teams just aren't going and grabbing that fruit.
And it's wild to me because it used to be the case. It used to be better than most Web2 loyalty
programs. We talked about net promoter score yesterday and NPS. It went from being better to most of them now are worse. Oh, I hold this $5,000, $10,000 asset and I get very little,
if anything, from it other than I have this digital collectible. I'm not saying everyone
has to go this route, but some that have these very loyal advocates, great brand ambassadors.
Someone asked why.
Why would a CEO want to do this?
Well, why is because you want to keep those net promoters.
You want to keep those brand ambassadors, they advocate harder than any paid campaigns will, any paid KOLs will.
This is also, I see Pons joined us out in the audience.
We got about six minutes here, and then we will bring on our special guest of the day.
Actually, perfect, perfect setup, I feel, to bring on Pons and talk about creator capital markets and aligning brands and not just aligning brands and creators, but aligning brands and creators and supporters.
brands went away from utility and access and perks, loyalty rewards for the holders, maybe
it was because a lot of them leaned hard into InfoFi leaderboards.
And instead of aligning and putting value back into their holder base, they decided
to go pay Kaido $100,000 to get on the leaderboard.
And that just led to a bunch of AI slop and fake ambassadors.
People would talk about their brand, but they didn't care. They weren't vested. One of the things that I know we're not,
this isn't an InfoFi conversation, but one of the things that Zeep started doing before X
nerfed the APIs was aligning not just what they were talking about, but aligning, are you active on the platform?
Are you holding assets? And not that you had to be, but it provided a multiplier,
provided bonuses. That sort of stuff matters. And I know it's not easy. I'm not trying to
downplay it. I don't envy any of these founders. They've had to pivot and go through multiple different evolutions.
But Steve, you can ask,
you got to run the playback.
I've been pumping everything token all morning
because what you and Scott wrote about,
it does hold true today.
Just because the market's down,
just because prices are down,
it doesn't change the technology.
And I can't for the life of me understand
why so many of these brands decided
to go away from what I think is the next generation of low to rewards program and brand
ambassadorship. And they know who their true fans are. Well, I don't know. Don't you want to keep
those true fans? Don't you want to keep that alignment? And maybe that's the reason why is some just feel
there's just too much utility debt. Too many people bought in for utility when the price was
higher. And without saying it, they want to churn those people out. They want to, you know,
at Florent and GTFO, We want a new base then with different,
you know, a new base of people that just want to collect digital collectibles.
And if we ever provide any utility or perks
or ask access, again, it's a bonus, not an expectation.
Enjoying the conversation though.
We got a few minutes here.
I am going to hand it to an idiot.
And then Joey or Cheesus, if you don't mind, if an idiot gets done, I'm going to go refill my coffee real quick before we switch over to our special guest.
If you can give me maybe 30, 60 seconds of air cover if an idiot gets done, I would greatly appreciate it.
An idiot, the floor is yours.
And stay tuned.
Don't go anywhere.
If you haven't yet, quick reset.
Hit us with a like or repost a bookmark on the space.
I'm lacking some alien movie comments in all the chats,
but go help us get this thing warmed up
before we bring pawns on here.
Hey, Chap, beautiful introduction.
I'm going to hand this to an idiot.
I'm sorry.
Go ahead, an idiot.
I'm flattered.
I was just going to say quickly on the reveal thing.
I love a manual reveal.
I think that's the best way to do a reveal.
Give it to the community. Leave it up to them whether they want to reveal them or not. I think that's the best way to do a reveal. Give it to the community.
Leave it up to them whether they want to reveal them or not.
I think that's the most optimal way to do it.
Maybe the most interesting thing reveal-wise I ever saw was what FinalBosu tried to do.
Unfortunately, it did not work.
But they did a thing where there was like, I forget if it was four or five different categories of their NFTs,
and they kind of revealed one at a time over the course of a period of time.
But they revealed in like order of rarity.
So you didn't want your NFT to reveal because the longer it didn't reveal, the more rare it was kind of.
I thought that was interesting.
unfortunately the mechanics didn't work out very well.
Unfortunately, the mechanics didn't work out very well.
But yeah, anyway, other than that, I would just say,
I don't disagree that like 2021, you know,
mitten and printing, you know, every single day,
something's going to multiple leaf.
Yeah, that's definitely not coming back.
But I do think that NFTs as a vanity item purely
with not necessarily a lot of other value,
I think that does come back.
I think right now everybody's just like burnt on them. But I do think that over a long enough time,
as digital identity becomes more important, the blue chips that can not run out of runway and just like not die, I think that they will be very valuable. I think a lot of those NFTs,
PFP-wise, will see a big spike in value over a long time frame as just the digital identity
thing becomes more and more prevalent again. We just saw this. It was just a big false bubble
because of COVID, right? But by the time it was all over and the bubble had popped,
digital identity was still more important than it was beforehand. It just wasn't at
the pico-shmeeko top of the COVID vibes. But I do think, especially with augmented reality
and virtual reality and metaverses and things like that, I don't see how, as we move forward
in the timeline,
digital identity doesn't just continue
to become more and more important
and more and more valuable.
And people will pay stupid prices
for vanity things that are, you know,
far and above beyond the cost of the material
that it took to make the thing.
You know, brands, just pure brand name
on its own is enough
to make something very valuable.
Anyway, that's what I would say about all of that.
Can I get in a hot take real quick?
Well, I think
that Edidiot was
actually queuing you up to
pump your
metaverse bags, your other side, your other games
bags by talking about digital Edidiot.
Take it wherever you'd like and then we will
create our capital. Uncle mac just did this big fat cats mint on and we did
it on twitter in space and what you did was is like you put like the name of the cat your wallet
address or something in this post that he created and it literally mentioned you an nft for free
okay the kicker was is that you would have to pay 10 8 and if you wanted to reveal the nft
but you got to name the cat and do all these things so like everybody was getting their names
and stuff but the kicker the kicker was like do you hold the cat in the box and you don't see what
kind of cats in the cage or do you pay the 10 ape and reveal it and then you there's also other
metrics where you could like sit there and rename the cat for a certain amount and stuff like that
but it was really cool because everybody wanted to participate in this situation they all did they minted like up to 10 per wallet
or whatever but essentially you got to choose at that point and the dj thing they were doing is
trading the nft before they they they even if they use somebody else's name they were selling
that for a particular price or so on and so forth so i just think that there is still creative ways
to garnish that attention in that metric for NFT collecting and stuff like that.
And I just, that's something that I took part in just the other day that I had a lot of fun with.
You know what I'm saying?
So, yeah, just wanted to bring that up.
Thank you so much.
Excited to hear about.
Yeah, thanks, Mechavelle.
I appreciate it.
And yeah, more experimentation, more do new things.
more do new things like that experiment with the tech have some fun with the tech i as we as we
Like experiment with the tech, have some fun with the tech.
bring on pawns here i am i mean what i said like i it's not a like i'm excited for creator capital
markets is an opportunity to potentially monetize content more yeah but actually i mean i'm more
excited about the opportunity for i i feel is that this can bring back some alignment and bring back both from
not just NFT, PFP brands, but this is,
I don't, I'm not saying these teams are lazy either. I just,
it seems like so many have went in the opposite direction,
like running away from any sort of utility or access. Some are like saying,
no, we're just an art collection.'re we're just uh you know we're just a digital collectible
now they didn't used to be but oh we can't do that stuff anymore because royalties went away
well they don't have to be going away like you can you can bring them back if you choose
you're choosing not to so that's just an excuse now are you going to make royalties that you made in 2021, 2022? No. And it shouldn't be your only source of income. But I just, again, if we're talking loyalty rewards and brand ambassadors and like you'd be hard pressed to find thousands of individuals that are so passionate about your startup so quickly, like you can find in on-chain, in the world of specifically, I know, yes, some meme coins can, but I feel those come and go.
And here we are five years later, and you still have really passionate brand ambassadors for these brands.
I don't think, I think it's in the best interest of those brands to keep those
passionate supporters. Pons, GM, sir, appreciate you. Before we get into all things Zete, I'm not
sure how much you caught of the earlier conversation. We don't have to go back to
Aliens vs. Predators, but any comments or thoughts on anything you did here or there regarding
NFT PFP collections and alignment and driving utility and perks uh loyalty rewards if you will to their
hoarder base yeah i mean i can talk to that but just out of curiosity because i didn't hear the
context what what uh what started the conversation or debate on it so and i i i will pull it back up
but it's i i don't want this to be taken out of context because I do like Shiv. I'm not fudding pudgy penguins.
I just was a little surprised to see a take yesterday that Shiv said, you know, the NFT space has a denial problem.
People who think NFT 2021 market will come back are delusional.
I agree.
I also don't see people saying that.
I haven't seen that take.
I've seen a lot of people give that counter or say it's people who, but I haven't seen actually anyone say that
that mania is coming back. Besides moved on, companies that are worth paying attention to
are the ones that looked at a dying business model and had the balls to burn it down before
the market did it for them. This is where they take a new verticals, audience, and revenue that
doesn't depend on people flipping JPEGs for a living, don't end up becoming the next project
to post a shutdown announcement
because you're stuck waiting.
And my point was, well, I agree,
teams should not rely solely on royalties
or people flipping JPEGs.
I don't think there's, it can be an and.
You can build businesses
and generate revenue and other verticals
while at the same time
showing alignment with your holder base. And I use some examples of like, whether it be
gated vinyl drops or exclusive merch drops. And I know all those things by themselves are not
going to send the floor price flying, but I think it helps holders and supporters
justify why they're holding the asset.
You know, if you ask a lot of NFT PFP teams, like, why should I hold your asset? Or why should I,
why should I buy this? A lot of them, they don't really have an answer or it's, oh, it's a digital
collectible. It's, it's like, okay, that's, that's not instilling a lot of excitement or
encouraging me to continue to hold or to jump in that collection. And I'm not looking for dollar on dollar return or magical internet money. But someone said,
I think Joey said that, you know, there's a lot of web two loyalty programs that are far better
than just the basic ones are better than web three. And part of what I think the value in this,
these NFTs, this programmable technology technology, is it helps you identify fandom.
It helps you identify who your most ardent, loyal supporters are.
And I think it would behoove a lot of these brands to lean into that in addition to building their businesses and multiple streams of revenue.
Okay, yeah.
So I would say a couple of the issue that a lot of founders have is that the way that we're going to be able to do that,
is that the way that we're going to be able to do that,
is that the way that we're going to be able to do that,
is that the way that we're going to be able to do that,
is that the way that we're going to be able to do that,
is that the way that we're going to be able to do that, continually buying things and generating revenue for the Web2 brand. And, you know, I think part
of the issue that a lot of founders have now is, as you were talking about, the market didn't work
the way they thought it was going to be. The frogs, to your point, have migrated. We still
get royalties, but a lot of those other projects did not.
And so, like, if you buy an ape, for an example,
or I don't know what they're going for now.
Is it $10,000, $12,000?
How much is an ape today?
Roughly about $13,000.
$13,000, okay.
So if you buy an ape today for $13,000,
and then you considered it being part of a loyalty program,
and we can debate how much UGA has made in the past,
and that's not really the point.
I'm just using this as an example.
The UGA made zero revenue on that $13,000 ape. You paid a lot for that ape.
I mean, there's no doubt about that.
Even today's standard, or even 2021 standard,
$13,000 is a lot for a JPEG.
But they made no revenue.
So then when you're saying add utility um
are you saying a discounted thing or a free thing or what is it depends on what you define utility
as because if they made no revenue on a 13 000 purchase and then that person is expecting
to be a part of a loyalty program it just makes it difficult so i mean there's a lot of you know
things that people can say to that but i think that I think that is the it goes to a lot of the
The heart of the matter, but let's just say they had royalties and they were 10% royalties and they made thirteen hundred dollars
Yeah, for sure. And that's that is there should be some benefit utility
That that person gets for providing thirteen1,300 in revenue to Yuga.
But then the question is, is for how long?
Like, how long should they provide utility on that $1,300?
And I think this is not a new problem.
This is things that, you know, I think you and I were talking about this a long time ago.
This was, this is the main problem of how nft projects started and i think a lot of people are
trying to figure out ways to to do what you're you're saying in a in a sustainable way but the
problem has always been uh the churn the older churn and in the past it was a problem of having
a higher cost basis on this older churn and and people expecting an roi on that higher cost basis
now it's a different problem now you got a lot of people that had the higher cost basis on this older turn and and people expecting an roi on that higher cost basis now it's a different problem now you got a lot of people that had the higher cost basis
volumes down even if you have royalties there's nothing coming in and so um i agree with what
you're i agree with your your whole premise which is that there is no better way or that's the whole
reason i'm here because i think there is no better way of building a brand than with a community that
wants to help build a brand exactly and you've've seen that with Pudgy and what they've done
But I think that that to me that's the heart of the problem that and the other the other thing
I would say is all the things you talked about are you like if if
If Luga came out and did a merch drop or you did a merch drop or whatever
There might be a few people that are excited about that.
The rest of the timeline would be dogging them
and saying this isn't 2021, this isn't 2022.
What are they doing to merch?
So they're also in a position of, you know,
damned if you do, damned if you don't.
Understood.
And I guess just to level, I'm not expecting,
you know, if I were to buy any of these,
if I buy an ape for whatever,
even if there was $1,300 in royalty, I'm not expecting $1,300 of value.
One example I use is like on the Born Ape Yacht Club merch site, which they do have some memory exclusives.
It's like, oh, if you're a holder and you spend $100, you get a free pair of socks or you get free shipping.
Or if there's a vinyl drop, which Pudgy still does a great job
with their vinyl drops.
They often sell on secondary
for more than what they're sold for at retail.
Maybe for the first 24 hours,
it's exclusive to holders.
And I think those are little things
that I just, as an active participant,
someone who's been here for five years,
that some of the stuff that excited me
about this space
and this idea of
loyalty and brand ambassadors. And I do think these people still exist. We're still here.
And why not lean into that? It doesn't need to be dollar for dollar, but I think it's as much
showing the intent, showing that alignment as it is like real hard utility that you're trying to
calculate a dollar, evaluate and help make the floor price make sense or make what you paid for
made sense. Just a couple of data points. And then, Joey, if you've got a quick question,
let's get in here. And then I do want to talk like how what Pons is building and Z and how this
could potentially help this issue and help drive more
alignment with these brands and the active participants here. In the last month alone,
Good Vibes Club has generated $113,000 in royalties. Del Mundo's, a brand new mint,
has generated $108,000 in royalties. Pudgy's generated $62,000 in royalties. Bored Apes,
$55,000 in royalties. Again, is that what it was at the peak? No, but these are, it in royalties. Bored Apes, 55,000 in royalties. I get it.
Is that what it was at the peak?
No, but these are, it's not nothing.
You know, two of those are well over a million dollar a year run rate.
Quirkies, 43,000.
Of that list, Good Vibes Club, Del Mondo's, and Quirkies migrated to a royalty protected
contract, as you mentioned.
Moonbirds is on this list.
They're number seven in the last month at 35,000.
And they haven't moved to a royalty protected contract.
And I think that's a miss.
I think that at least given the option, and maybe there's some additional perks there.
I know maybe that's a whole other conversation we don't have to get into today.
But I just, I don't know.
It seems like a lot of these teams leaned into this early. Now many of them are, I don't know. It seems like a lot of these teams leaned into this early.
Now many of them are, I don't know,
maybe it is a utility debt.
It's a tough position to be in.
Things have changed,
but I do think loyal brand ambassadors matter.
And the bang for buck in terms of those small perks,
just showing that alignment,
I think they'd be hard pressed to find this in any other group of customers that you might see in Web2 or traditional
loyalty programs. Joey, go ahead. Quick question for our comment, and then we'll start talking
all things Z. Yeah. I would love for Pons to weigh in on this and you as well would moving to a more traditional model of, Hey, you,
you mint this NFT or you pay for this NFT for thousand,
two thousand, $5,000,
which then gives you access with an additional monthly or annual tradition,
like a traditional, we always say country club, right?
Like when you join a country club for, or like a traditional, we always say country club, right? Like when you
join a country club for, or like even the, the Disney club, the Disney 33 club or whatever it
is, right? Like you pay an initial fee and then you have annual dues. Do, is it possible?
Or it doesn't make sense for some of these older NFT projects to say, okay, Hey, listen,
here's what you get for just holding this NFT.
Now, if you want access to A, B, C, and D, there's going to be an annual fee of call it whatever,
$200. And the only way to get access to these things is to pay this annual fee. And the outsiders
would look at it and say, okay, so these things are really great. I have to buy the NFT to get, to even be able to pay the $200.
Is that a model that could work in this space?
Like it has in traditional membership models.
It could.
I don't know as if we've seen any of the NFT PP brands really lean into that membership approach yet or the recurring subscription model.
I'm not saying it couldn't work.
I just talk about experimenting and trying new things.
Pond's thoughts on that?
Do you think going more back to traditional memberships and using that as recurring revenue to drive some of these perks, utilities, and loyalty rewards, would that make sense?
I think in the long run it would, but not here, not in the current or even the past
situation and audience that we're dealing with here. I don't think that would work for the
most part. But it does go into a point that I was going to make as we ended here. I think
the brand ambassador, loyal group of people that you're talking about are the important ones for each of these brands.
And the job is to distill it down because one of the issues that all these NFT projects,
and even a lot of these folks that have done airdrops for communities and those kind of things they run into is only a small percentage of the people that they're giving all this utility to
actually are what you would call brand ambassadors and so you've given a lot of money utility whatever you want to call it
to transient speculators and unfortunately what happens is the people that actually do care about the brand are left bag
holding as they said and that's you know that's the situation almost every uh nft project is in
and even a lot of these these protocols that have airdropped um and i've seen you know i i'm a
founder obviously and being on the side of zeet and just watching all this other stuff happening
you can see um everybody uh and i've said this forever but you can see it
across all these different projects and platforms is you're a genius pre-tge um everybody loves you
and uh you know you're the next steve jobs and then post-tge it's a completely different world
and that's uh that's the one you have to navigate pre-tge treatment all that stuff doesn't really
matter what matters is what how it looks you know 90 days after that and that's what you have to navigate pre-TG, pre-Mint, all that stuff doesn't really matter. What matters is how it looks 90 days after that.
What you have to do is just distill it down to the people that actually really care about what you're doing and about the brand.
Agreed.
That being said, how might Zee fix this or make this a maybe a little easier solution to identify those true brand ambassadors for these brands. Look, you know, not,
so they're not just the wording, you know,
the random holder who doesn't care, doesn't talk about, doesn't support it.
They're just holding the asset. How does, how does,
how might Z to help evolve this?
Yeah. I mean, I think what we'll do is, you know,
one of the problems info by,
I don't know what's in just speaking, it was all the platforms
is that
it actually didn't solve that problem
it exacerbated
the problem
it brought it even more transient
you have a good base
depending on which platform you use
of people that were genuinely
interested in working
towards helping that brand out
but um under the new scenario just because of um and we were as we rolled out the z-certified
creative process before improvising at newt and we had no no warning that that was going to happen
actually the last conversation we had with twitter um the legal team and those guys said that they were
looking forward to knowing about us and then like uh it was a little bit over 30 days later um they
nuked it um but my point is is that um even before we knew it was getting new we were we rolled out
the certified career process because we wanted to get to the point where we'd be connect brands with
not just creators but fans as we call them that would be interested in what they're doing um it's
still going to be a very low percentage just by the nature of the industry that we're in but you
know it can be much stickier um seeing the user base that we're going to present and the way that we're going to do it with focusing on results
as opposed to Mindshare, which even when we were a platform that helped generate Mindshare,
I was very skeptical and outspoken about the flaw of the Mindshare venture.
share venture. It's a very flawed venture. And flawed and challenging, even pre-X
It's a very flawed venture.
nerfing the APIs and pulling that from y'all. Also, I am an advisor for Z. This is not a paid
sponsorship, but I want to see Z do well. There could be some long-term financial benefit for me.
So just an effort of full disclosure,
there's also a reason that I may agree to that.
And the reason I'm a fan of Z,
because they were moving differently.
To me, what they were doing, how they were moving
was very different than the other InfoFi platforms at the time.
So much so that a lot of the things they launched,
I talked about aligning with assets they're holding
or using the protocol.
You saw a lot of other NFT protocols kind of copy-paste or implement some of the things that they were doing differently.
They also, I think, and I wasn't an InfoFi farmer, but I did have a Kaido account.
I did have a Quacks account.
And there was a few of those leaderboards I popped on.
But mostly just organic was talking about things I wanted to talk about.
I will say, from my perception, Z was maybe the only one that really actively
nerfed the AI slot, that actually nerfed the farmers before X did anything. Was that a manual process?
Were you like, because I can't imagine that was easy to identify who's a real creator versus who's
just AI slot farming this stuff. Was that manual or anything you can add to that process and
how you were even doing that? Yeah, it was a combination of the data and manual. So myself, Emilio and Scotty were constantly looking at the leaderboards, the people on the leaderboards, the data.
It was just a process.
And, you know, you can very easily just, it would take maybe five seconds of scrolling to know what you were dealing with in probably nine out of ten of the cases.
But then some of them were a little bit more.
One of the things that our data kept tripping was what we call engagement. I think Scotty calls them pods.
I just call them coordinated engagement groups. And so you've got, there's a, especially prevalent
depending on geography, like for instance, the Turkey, the group in Turkey has a very coordinated
engagement group. They all deny it, you know know but it was very easy to see um and
and actually you know we were later on people showed us the the group chats that they were in
there's no there's no friends among thieves as they say uh but uh so there were some very obvious
ones like that but then there were some more nuanced ones um because if you're very uh prevalent
in the nft community or a founder in NFTs or whatever,
you could look like you have a coordinated engagement group because, you know,
your community's constantly engaging with you.
That's part of the benefits of being part of a strong NFT community.
But it was, yeah, it was a combination of the data and the human in the loop,
as we said from the beginning.
But we nerfed, I don't remember how many but it's it
was in the hundreds of thousands of accounts um and that's not an exaggeration it was it was crazy
how much um nonsense there was on the timeline i equated i i've equated it to you know we set up
shop in a burning building and then try to figure out how to put out the fires it's it's also not
lost on me that those seem to be the end of like the people
who like those are the ones who got big time mad when they got nerfed or they got something taken
away i you know different but i saw the same thing nikita clapping back at someone today because
they got their monetization pause and like oh you're ruining this i'm bringing but and he's
like he had a a video feed of just scoring it was all it was all just slop it was up there was there was zero value added and those individuals are the ones
who get the most vocal and the most upset and they start fighting z or x because they got caught
basically oh yeah i mean i was getting cussed on a daily basis for sure well respect for continuing to build. I can't imagine the roller coaster and to be building, to be getting some traction, to be having these big plans, and then getting that word from X.
over, they, they, we no longer have the API. We're going to have to, we're shutting it down.
And not only have you not done that, this now, my understanding, like the, the Z creator cards,
certified creator cards, or certified creators, as you mentioned, was prior to that. But I have
to imagine that the how and how they're like, what's going, what we're going to be doing with
these creator cards and what sort of red creator means.
I'm guessing it is different now than when it was prior to X nerfing the APIs, right?
No, it's not much different.
The only difference is we're not going to.
Not that we can't.
We're not going to track.
At least I don't think.
We're still debating it i i don't want any
um reliance on x's api at all so we might might not even track the data uh but interesting you
know as far as the the posting and those kind of things but we're still kind of debating that
internally because yeah i mean it was for me um uh you know you know we we we've we're pressing on and we're moving forward with the strategy, but
I'd be lying if I didn't say I was, I almost was ready to just say, you know what, forget it. I
don't want to deal with this crap anymore because it's one of those things where we were actually,
we were winning. We had 10 to 12 clients in in the pipeline We were about to roll out this process is each of the five-figure process
We had a good team that was you know, jelly we actually have a higher than we never even announced
It was managing our starting man in our socials and that we were we had
maybe we're up to eight people on the team and
We it was it was fine we were about
ready to move in the face too so i was pretty irritated and frustrated but more importantly
you know you you we we've talked a bunch of times on things that i've worked on in the space um and
you know i this indeed zena is the latest one but i've got plenty of family there's a web three at some point i was
like man i gotta i gotta read the science here because um it's it's just one thing after another
so there was definitely consideration um we actually took the weekend uh and you know i
was just sitting in my office and um thinking about it and then it the what we it turned to me that
what we were moving towards was very much already this model um i was just you know i don't know
how emotional or like an emotional reaction or just super irritated with all the nonsense um and you know i kind of let it cloud my uh my mindset there
but i mean it would have been understandable if you decided hey this is just this was the final
shot we uh you know they killed what we were doing um you said you've had a few failures i
you know you can say that if you want i'd'd say learning lessons. And one thing I've been pretty vocal on is as a space, we really need to start differentiating businesses or models that don't work or don't find product market fit from rugs and grifters. I do greatly appreciate those who continue to look for solutions, bringing their community along.
And we do have getting some feedback.
It looks like we lost something on the mic.
Comment saying it sounds like you went underwater.
I don't know if something changed on your end, but maybe.
I sound like that?
You're back now.
I don't know if you did anything, but yeah, back and clear.
But yeah, I appreciate and greatly respect the fact that you are still here.
You are still building and have taken learnings from everything you've built and attempted to do in this space.
Yeah, appreciate the comments. Give me some confirmation. Pond sounds back good to me again. Is that thumbs up or yeah, Machia comments. I guess give me some confirmation. Did Pond sounds good back?
Good to me again.
Is that thumbs up or yeah.
McAvely says you're good.
Sounds good.
Awesome.
Awesome.
Appreciate that.
Yeah, we're good to go.
So one thing you mentioned there is like, you're, you're not going to, I did, I promised
we would attempt to pry some mouth out of you and I don't want you not trying to put
you on the spot, not trying to get you to share anything that, know is competitive edge or you know some of the secret sauce but i'm really
curious how are you going to have these tournaments and in these these creator campaigns if you're not
pulling from x data i'm what what was the what was the point of what was the supposed point of people posting on X? It was to generate an action brand, right?
Or a result is a better word.
Action is not the right word.
It was to generate a result for the brand.
So if you're measuring the results for the brand,
and that's what the tournament's based on,
it doesn't mean that people aren't going to post
about it it just means that you're measuring the results of what they're doing okay and the
attribution attribution of what they're doing and and who's driving the most um results for a brand
and those kind of things so all it does is it distills down what we were trying again this is
why we were moving in that direction anyways because it became um all with down what we were trying. Again, this is why we were moving in that direction anyways, because it became, with what we were doing with Z, it became that all we were talking about on the timeline was slashing and nerfing.
And I certainly didn't get in this business because I want to be slashing some dude that's going to be cussing me and telling me I'm taking food off this table.
So that's not the
business i want to be in we want to be in the business of generating results and focusing on
that and a lot of our efforts were focused on the nonsense as i call it so that's why we were
moving as each certified creator was to it was going to move our boards to a gated board like
they will be now um and just eliminate all the other crap so the the difference is is where you know the results
will be what rewards the creators for what they're doing and not just on x on many platforms so
like i'm picking what you're laying picking up what you're laying down there is it like safe
to assume like some form of ref code or utm links or something to attribute whatever the call to action is whatever
you want it's a little bit more advanced than that scotty scotty's whipped up some really cool
stuff that uh tracks the attribution or what what people are doing and how they're doing it so um
it's a little bit more advanced than that then of course the referral links you know still work and
and ref codes still work and and i'm not saying those won't exist.
But I mean, if you think about it, you guys were talking about all the things that people could do with NFTs.
And by the way, I jumped on when you were talking about the tickets.
And I want to digress.
But man, I sure wish tickets were on chain because I was...
anyways don't use tickets tickets are on ticket masters the number one uh like nft
Anyways, don't use...
Tickets are on chain.
creator in all of nft land they've created like millions of nfts i didn't even know that i used
my my wife used stub hub and i wanted to kill those guys but anyways i don't want to digress
but uh the uh my point is is that uh we're we're generating... These cards are NFTs.
That's the top layer of it,
but there's also going to be additional tracking
that can be attached to these NFTs.
So the on-train attribution is much easier
if people are holding an NFT in their wallet.
There's going to be many ways that we're tracking
where the results originate from.
And that's how we're going to reward squads.
I love it.
I am also not to jump ahead here, but to me, it seems like what you're building is not just for crypto brands, not just for those building on chain, but this could transcend far beyond crypto, whether you're talking Web2 or really any business that wants to deploy some sort of campaign.
Is that, I mean, yes, no?
Yeah, I mean, that's the goal.
We got into this debate with these guys over the weekend, last weekend.
And I mean, our goal is to move outside of Web 3 for sure and there's plenty of business here so we want to we want to do we want to do business
here and be if i'm a if i'm a brand that wants to succeed in web 3 we want you to use zeet but we
also want to to utilize brands outside of web 3 that was our that was always our goal uh we just
had to get the model right so that it worked like within fofi the way it was again
this is why we're moving one of the reasons why we're moving to the zeet certified creative
process no web2 brand and you're from web2 you know this no web2 brand is going to deal with
people harassing them over five bucks um or because they got nerfed on zeet or
or they don't like the leaderboard ranking.
There's no zero Web 2 brands will deal with that.
So that had to be that had to be eliminated for us to move outside of Web 3.
And that's one of the reasons why we were doing it.
So once we are comfortable with this model, you know, I've got connections.
Other people on the team's got connections to outside of web three where we can we can we can
bring in our first client and test it and those kind of things and and what we're really interested
in finding out is with these cards and the on-chain and attribution and those kind of things
if they work how we hope they work then i think that's a very easy um sell to creators outside
of web three also which is really where we need to be, inside and outside.
Tell us a little bit about that, because I've seen some people,
and I did not listen to Space over the weekend.
We talked about it on this show, some people that were there.
By the way, I'm going to say unanimously,
everyone had your back and thought people were just being very rude
and unwarranted attacks.
Some speculated it because they didn't get a crater card and they were just
jealous or um they were just wanting to drive engagement um yeah i don't i'll go ahead finish
your thought in the orange i was just gonna say that for those that don't have a crater card yet
why why should they care okay yeah well i don't think the guy i don't think the people i was
dealing with over the weekend really cared
about the fact they didn't have a creator card.
I think there was one or two of them that were genuine in their,
skepticism of what we were doing.
and then,
you know,
like,
I think Scott was genuinely skeptical or,
you know,
doesn't like what we're doing.
but I think that some of the
other guys are just there to troll i don't think they actually even cared one way or the other they
were just trolling but um so i don't think i don't think i had anything to create a card but
so you as a card holder you can benefit um that's the short answer as a card holder you can benefit
as well and that's that's that's why you would care if you want to be a creator with a card
um you're going to have to participate in this process to be a future z certified creator okay
and then the other part of it is we are not going to the goal is for us not to choose the next round
the original 400 and however they were up to or a computer or whatever i should have
another 800 the reason why we didn't launch the cards
one of the reasons why we didn't launch the cards this week
is because I've got almost
1,000 applicants that came in
after they saw the retirement. So we want to go
through those properly and then we'll launch
the cards next week once we know everybody's got
cards. We'll launch the packs
next week. I'm sorry.
But there's...
We kind of lost his mic again
He's kind of away from it
Yeah he's losing it
Come back to us daddy buns
I pace when I'm talking
And so I must have walked out of
Out of a range here
So yeah you'll have to have a card
To be part of the process
In the future as well and our goal is for
The initial Certified creator group to help us choose
the next rounds.
Very cool.
Speaking of those cards,
I have held a couple of back.
I think I have two or three left.
So I will,
my goal is to give those away at the end of the show.
I'm probably not going to during the show,
but if you're interested,
drop your,
your request,
your, I I'd love to do some swaps or actually know I'm probably not going to do it during the show, but if you're interested, drop your, your request, your, I,
I'd love to do some swaps or actually know I'm going to give these three,
just people who don't have a creator card and you want to get in.
So preferably let me know if you don't have any creator cards yet,
let's, let's get you on board. Let's get you in there. And yeah,
that is, I think how you're creating it. Also,
I wanted to go back to you said a thousand applications, that is, I think, how you're creating. Also, I wanted to go back to, you said a thousand applications.
You know, we've had some new chains launch recently.
The reality is, though, crypto's been kind of boring.
We're in this law, and maybe it's just the bear market.
I think it's more, we haven't seen much experimentation
or not a lot of new stuff.
I do, I am glad to see, see like the AI slop from, you know, the other InfoFi companies cleared up
and not be on the timeline.
But you've got some motion there.
This is it's bringing some excitement back.
You've seen that sort of volume that people that want to get in is is a, you know, is
very bullish.
What what can you tell us about the actual,
let's say, are they all going to be tournaments?
Is there, like, once these packs go live,
once the platform launches,
what might we expect both from the creator standpoint
and then second question to follow up,
that would be from the card holder or supporter or fan.
I guess, what are you even calling those individuals someone
who's participating they're collecting cards but they're not yet a quote-unquote certified creator
yet the internal name is fans but you know it's hard to come up with those names because i don't
know if those are you know i don't know if that name's condescending or i don't know what to call them, right? But yeah, I think so
yeah, there'll be tournaments. We've got
people that are ready to go from a tournament
standpoint.
It's just a matter of, like I said, Scotty
has been building some cool stuff
in the background,
not just for brands, but also
for creators that
can be utilized to help them
do a better job and discern information better.
He's got some ways where, again, we can track across multiple platforms, not how you would expect it.
I mean, one of the things that people don't understand about Zeet is they probably never heard of Drip.
And somebody made this point yesterday on his face i was on and i didn't get a chance to reiterate it but scotty and toli have been
working on drip for a long time so a lot of the things that we were able to do quickly with zeet
was because um they've already built the infrastructure out and so a lot of that
infrastructure exists that can help us um and then scotty's built some more since we got nuked on the 15th of January or whatever but
we'll have a lot more than just tracking tournaments when the new Z launches a lot of
I do have to say with our Coffee with Captain regulars there's a lot of Scotty fans I see GW
General Wags out there uh you know talking uh dropping his bearish gifts. And yeah, I was not aware that Scotty and team was behind Drip.
This isn't me saying this.
This is a lot of fans of the show.
Scotty might be one of the most,
if not the most underrated dev in the space
and most aren't aware of all that they've built already.
In addition to some of this,
it sounds like it's going to be used as part of zeet but
even beyond that like really is a world world-class team that's done a lot you talk about experimenting
doing new things on chain yeah teacher katie says the drip mechanic is amazing for those that that's
the first time hearing can you explain what is the drip mechanic what does that mean
yeah well actually when i say drip it's it's a whole business it's not just one mechanic
because they've built they've built multiple mechanics underneath it but i think probably
the one that um you know most people heard about i think was last eth denver they had
uh and actually we used it no as each denver before last and we used it at nft paris last
year where you could actually transmit a transaction through sound.
And we were doing coffee purchases in NFT Paris with just transiting through sound.
So that's probably what people are thinking about.
But Drip itself, you know, it's a very dense platform.
It just, you know, they didn't take off, you know, with a client base like some of the
others that you've heard of. And that's, you know, with a client base like some of the others that you've heard of.
And that's, you know, you said Scottie doesn't get a lot of credit.
I think that's part of why Zeke's probably the most high profile thing that he worked on.
And then he got nuked.
But assuming that we are as successful as I think we can be with what we're doing, I think you'll get a lot more credit for what he does.
That's awesome.
I actually wasn't an NFT Paris, got it, not one,
not two, but we'll just say it was more than three coffees and really cool tech. As someone who
spent 20 years in the wireless business and pretty familiar with what that technology can do,
it was like a, I was kind of floored. It was like, oh, this is, this is new. I didn't know you could
do this. I didn't know that was drip. I didn aware of the technology, but yeah, I hadn't connected those dots either. But yeah, just
I'm rooting for this for many reasons, but also I would love to see yourself, people like Scotty,
these individuals that have continued to experiment on chain, do things differently,
lean into the tech, get some of what I think is, is long due credit coming your way. And, um,
yeah, that is, um, exciting to hear. So you back to the cards, creator cards are live.
Each crate, each certified creator could had 24 referrals to give away. Did I see that was, is there about a week left?
Did it launch last Thursday?
And I think you said you've got 14 days.
If you don't, if any unclaimed after that 14-day period are gone.
Is that right?
You know, I don't even know.
That's probably, probably Scott said that that way.
I don't even remember.
Yeah, I think Tully said you lose them.
Okay, yeah.
I didn't pay attention to that
part so but basically if you have them you got probably another week probably a good idea to
give those away you said that other packs are going next week we might expect those yeah yeah
and just just seeing the, um,
different,
different levels of packs rare.
And I'm trying to pull up the site now.
What can you speak to price points or,
I mean,
it'll be,
so we,
our intention was always to do it free,
free,
free mint.
And then,
you know,
we've talked about maybe a charging $5 for the premium pack.
We probably won't do that just because I don't want to hear the crap, you know,
Ponds made $8,000. So now he's a grifter for selling packs. So we probably won't do that.
We'll just use Zeetz for minting the premium packs. Like if you're prior, if you earned Zeetz prior,
then you'll have, you'll be able to utilize those Zeetz to mint mint uh on the premium packs anybody will be able to mint a free pack
um so but the point is is we're not going to accept any money for these packs as we uh as we
mint them next week and then it'll obviously it'll increase the supply of creators we're working
through exactly how we want to do that math we're not the total circulating supply per creator will
be 250 but that won't happen this this pack uh we we
don't want to have all the supply out there right now we want to want to get things moving and see
how it works and then and then move into phase two after that so 250 total or 250 common 250 rare
no 250 total okay and i see you know basic rare legendary. When I claim my creator card, it was a rare and then all the referrals have been comments. So is there, I assume there's a legendary level as well with those people?
Yes, that's correct. Yeah.
points or in this case, ZITs to use. Ethos, I was talking about their white paper recently,
and they shifted to something similar where, yeah, if you want to do anything on the platform,
you've got to spend your ethos points. My question, and this is selfish and certainly
biased here, but as someone who, while I was on the platform early, I didn't farm it. I talked
about some things. I've accumulated a few thousand Zs, but nothing remotely close to
the leaderboards, people like Jesus who've been really getting after it over there.
How much of a disadvantage am I going forward because I haven't stacked a bunch of Zs?
Not a huge disadvantage.
I mean, you wouldn't... We might even put limits on how many packs
somebody can get with Zs and those kind of things.
So you're not a huge disadvantage
from that standpoint or from a creator standpoint.
Okay.
And in fact, because we're in this new reality,
we've got to reconcile
all the way Zs were earned before
and how they'll be earned in the
future. Um, and just make sure, uh, it makes sense from, you know, a go forward standpoint.
Yeah. That was going to be my next question. So, so like the, like the Zs that we have,
those aren't going away unless you spend them on packs, but there's not, not a reset's not
the right way to say it, but it's, as we as you launch it's are we kind of
starting on like a if someone's not even created their account yet like they they they're still
very much so reasons to get started create an account and participate going forward and it's
not gonna they're not playing catch up forever with those who have been no yeah for sure no i
would say that the way we'll have to and i'm shooting
off the cuff because we still have to make the final decision how we do this but the way the
way to view it is you've got uh zeats that were earned in phase one which was the info fire era
and they have zeats that were earned and now phase two and we'll have to reconcile the math
on between phase one and phase two. When the time comes.
Makes sense.
Makes sense.
Quick question from Hans W.
In the chat is when will cards reveal on exchanges or marketplaces as far as like being able to trade or sell these cards?
Yeah.
I know Scotty's working on that.
I don't know why they're not showing up now.
So we've got to figure
that part out but i think it's maybe um the protocol we use which and uh ponds they're
because i put a post out about this yesterday asking those uh specific questions and um scotty
immediately replied and he said that yeah they're going to be working with the OS team,
but also these cards are going,
a lot of people can't find them,
but they're getting sent to your hidden folder.
So whenever you,
yeah.
So if you go to,
originally they were popping up right in our wallet.
When you go to your profile on OpenSea,
but now for some reason you have to go unhide them in your,
in your profile. so unless it's been
been updated interesting good good to know he's not in the audience anymore i was gonna get on
to him where's he at yeah he had to get back to work unfortunately i'm guessing but uh i'll relay
any messages you'd like yeah well we we were we were talking with the OpenSea team, so we will hit them up in Telegram,
but I don't know why that's the case.
We'll get that fixed before next week for sure.
We haven't hit on the chain yet.
Launched on Abstract.
Is that anything you speak to there?
Is it not even necessarily
commenting on the chain itself,
but is this a,
do you envision going multi-chain?
Is the chain important to the project?
Is that, I guess. So the Abst the abstract team we've been working with them since we before we even talked
with zeet um and talked or before we launched zeet we were talking the abstract team about it
um you know i know there's there's always ebbs and flows and and you know the status of these
things or these these projects and you knowract hasn't been immune from that as well.
I think anybody that's doing business in the crypto space,
the assets should be omni-chain, multi-chain,
whatever you want to call it.
I don't think that's going to be any different for Z.
But the Abstract team has supported us,
and we want to support them in return.
That's why we continue to utilize abstract. I think, you know, some of the criticism they get is warranted.
Some of it is unwarranted, but that's true for everybody that runs a project. So, yeah, every, every, every, everybody's doing business and crypto needs to be omnichain eventually.
Yep, I agree.
I also think from a, I mean, just look at the success BZ's had in the last month since they went multichain.
They launched on Blast and they migrated over to Flow and they went multichain with base here, I think, beginning of the year.
And it's just been record week after record week.
And the one thing I would add with Abstract
is especially when you start expanding
outside of the crypto natives,
both for brands and participants,
creators and fans,
it is, I mean, it's super simple.
It just works.
They've done a good job onboarding,
whether it was some F1 competitions
or other big brands and very easy to,
I always complain for First World Problems
just because it logged me out.
I had to go get the code for my email,
but it is for someone who's not crypto native,
doesn't have a wallet set up,
just to be able to do that with your email
is a big benefit, I think,
especially when you talk about growth
and where you're heading with this. Dijani, I see your hand flew up there. Question for Pons.
Yeah, thank you for getting the mic. I have a question for Pons. So can we spend all our seats on packs or should we apply any tactic behind that?
I mean if we spent all of our seats at once would that be bad for us?
I don't think you'll depending on how many seats you have you probably won't be allowed to mint that many to you
Or you can spend them all but you know whether they be bad for you or not
You know, I'd be done if I answered that question that makes all the fun out of it you
gotta figure that out oh so there is a cap on how many we can mint there probably will be yeah
how how about i like that it makes me feel better that way cheeses can't run circles around me
yeah i that was see and i had wondered that same thing i put out several posts i'm like
okay it should we hold our zeats for a possible tge or should we be buying packs scotty said in
a reply i was trying to find it to get the exact quote but it was like until they can determine
that this is a provable model it was along those lines, then they will determine
what the future lies ahead as far as
a TGE or any
tokens associated with it. So for now,
it's, you know, you just got to play
the game the way you think
you need to play it. I love it. Bring more
game three back. Scotty ruins all my freaking fun,
man. He needs to stop giving you guys information.
Bro, Scotty is
the best. Like, when you guys were on that... Scotty doesn is the best When you guys were on that stage yesterday
I was like we're not getting shit
Guys I'm not going to lie
I'm kind of still lost up here
I've been listening this whole time
And you know I see
Z and I see the cards and all that stuff
But like I still don't know really what is going
like why I should want a card or why I should care or why I want to be involved
um Machiavelli just uh don't ask questions and reveal the card I'm about to send you and uh
lock in buddy yeah who in the hell actually ask questions in this space bro you just supposed to click buttons figure it out later i never participated in any info fire nothing and
honestly when all of the things went down when they shut down info fire the first person i
thought about is ponds because i've i've watched ponds in this space and his business acumen and
what he did with the plague and making with coffee and all of that so i i was really curious to see
him move into this space and then it completely switch up and now we're going to like this old
style card game or something like that and it's just i'm i'm just a little lost bro we talk about
this every day in our space like every day 30 20 minutes on z well you need to you need to listen
like pawns and them have said from day one they are not InfoFi.
So you're categorizing them there.
No, I get that.
No, no, no, no, no, no, no.
I get that.
They played the game to kind of raise some money in the beginning.
You know what I mean?
So without having to raise money, essentially,
because they were able to kind of do what Kaido and Wall Chain
and all these other ones were doing.
But the evolution of it was always going to be something bigger,
and now we're stepping into that. And you better get the fuck on board bro one
of the things yeah maca valley i just sent you a card buddy so now you are obligated to pump my
grifty kol wannabe tweets to valhalla you're welcome it's not rare i dump it on stage and
say they don't know what the hell's going on why should they get a card because everybody's just
sending this guy three cards now maca belly you know he's just he gets on here and yells and now
everybody now he gets two or three free cards for the deal one of the things i don't think we've hit
on yet pawns and cool chick adds not just why to collect the cards but says maybe i miss this but
why would i want to become a z certified creator can you see can you speak to the
rev share split or royalty split i'm not sure sure exactly the verbiage, but that was one thing that came to my mind
as far as why be a creator
if you're going to support these brands,
be a brand ambassador.
There's also some,
not just in earning seats
and moving up leaderboards,
but there's also some financial incentive, no?
Yeah, so let me answer,
I gave back a really hard time, but let me answer his question and her question at the same time.
So, one, why should you want to be a ZEET certified creator?
Well, first, you have to want to be a creator.
That's the first thing. point of zeet has always been to um you know democratize influence decentralized influence
whatever you want whatever you want to call it um you know the plague was founded with the the
ethos of decentralizing opportunity so one of the things that the influencer market creator market
whatever you want to call it inside and outside of web3, one of the issues with it, and I haven't paid for influencers in Web3, but outside of Web3,
I have done influencer marketing. And there's a lot of friction there. You don't really know
whether you're getting results from these influencers. You have to spend time to vet
them or hire somebody to spend time to vet them. And what happens is from a brand standpoint,
like I said, a lot of friction, you don't really know whether you're getting results. So
what we're trying to do is create a result first marketing platform where instead of
taking a $100,000 budget and finding 10, 20 creators, depending on what you're looking at,
you put $100,000 pool out there
and you pay the people that deliver you results.
So one thing that Zeet does,
and we're talking to Web3 specifically,
is, you know, we're not,
it's not our job to manage the deal flow
from brands to creators directly
because what happens is you see the same creators getting all the deal flow
through agencies, which, you know, these guys, whatever, they're worth it,
you know, the brand's got to make that decision themselves. But this opens
up the possibility for people that wouldn't normally get that deal flow
to produce results and earn from creating. So that's
why you would want to be a z certified creator if
you're already getting plenty of deal flow you don't doesn't matter then maybe you don't want
to be um although i would argue it's still low-hanging fruit um but that's that's why you
would want to be a z certified creator why should you care about cards like machiavelli i don't know
you know i don't know if you want to be a creator or whatever. Why should you care about cards or what we're doing,
one of those things?
Well, there's going to be a large percentage of population
that won't care.
But what I would say is that if you are interested
in what some of these brands that we launch are doing,
then holding a card gives you an opportunity to try them out
and potentially get rewarded for doing so.
So this is the first
stage in what if you think about one of the key um selling points of the blockchain was when it
first came out is that you know you can own your data um you can be the brands can market to you
and and pay you to market to you um and this kind of sets that first stage of that up. There's much more thorough ways to do that.
But, I mean, I don't know,
Machiavelli, does that answer your question?
It may not interest you at all.
No, honestly, I'm kind of like, you know,
and I'm sorry if it sounds like I'm yelling,
I yell at everybody.
I'm kind of excited about that, the rest of us,
because I haven't, I'm not,
I hadn't been looking at it from that viewpoint.
Kind of like what this all reminded me of was that card game with all of the influencers
before where they were trading online.
And like, I'm not gonna lie.
Like I'm very like, you know, my attention is fleeting because of as much media as we
consume, but I'm very, very interested in this.
And yeah, I'm definitely gonna, I'm definitely gonna participate.
Thank you, an idiot.
Thank you, Cap, for that, that rare card.
Seems very different.
I forgot to comment on that.
One of the things I love about Web3
is as I'm waiting
for my time to speak,
you've got to,
with a straight face, say you're turning
the mic over to an idiot, and
that guy's calling
an idiot, and everybody's
fine with it. It's one of the best things of Web3.
I agree. I'm a big fan of an idiot.
Smarter than he likes to let on, I think.
I do think, to me,
he seems very different than Fantasy Top for many reasons.
But one thing you mentioned there in passing,
I just want to double down on
and then we'll go to Cheezus
and then we'll get Proof Alphadegen in here.
And I know Pons is a busy guy,
so we will appreciate all his time this morning and we'll get him out of here before too much longer.
You talked about democratizing deals for creators.
And while, yes, I'm not disputing that.
I think the other thing to just add on to that would be what I'm taking out of this is it's not just you're these creators aren't just getting rewarded for impressions and views and.
Botted views and botted impressions, rather really driving results, converting whatever they're talking about, like that's the biggest takeaway I've got this morning is this isn't just like, oh, you're going to talk about this brand
and fire off a thousand tweets
and get hundreds of thousands of impressions
that half of them are probably bots
or people that are just in engagement farming groups
and don't really do anything
to drive value back to that brand.
This is rewarding activity,
rewarding actual conversions
and people who can go and do something with the brand.
That I do think is big
for a creator, whether you're getting deal flow or not. Like we're, I mentioned it, we're grateful
for the sponsors we have. We're grateful for the deal flow we get. We do work with some agencies,
but I also, we've never played the, the botting games and I'm not hating the game. I'm not hating
the players. It's just something we choose not to participate in. Some choose to bot their tweets and they share that with creators
because they somehow think that's helpful.
I think if you think about
other traditional marketing or web too,
like those brands don't care
how many eyeballs you get
if no one takes any action,
no one does anything.
And that's, I think that's been a big takeaway
for me this morning is rewarding,
not just, I don't want to say pointless impressions and pointless views, but rewarding real action
being taken and those that are really driving value to the brands that you're working with.
Yeah. Again, that's why when we started Zeet and that initial campaign, I was on here talking to
you and Steve, and I said, ultimately, this is where we wanted to get to because I,
as a person who spends money on marketing,
I saw no value in what the other info five platforms were doing are not no
value,
but little value brand awareness.
There's a value to that.
but there's a value if your brand is aware is made aware to the right people
that are actually going to buy your products.
So that's,
that's, that's the key. I didn't answer one of your questions so yeah so as these cards are sold on the secondary market you know you know if you're a creator you're doing well people want your card
they're buying your cards um on the secondary market uh 80 of the royalties uh go to the
creators directly we take 20 because obviously there's a cost to run this.
And so for us, the cards are not a profit maker.
They're a top of funnel marketing thing.
But they're also the way that we get the on-chain,
one way that we get the on-chain attribution
because all these wallets will have cards.
They'll be doing things and it helps us with the data side.
I love it.
Safe to assume that the cards are on a royalty protected contract yes awesome awesome love it
jesus go ahead yeah ponds ponds already said it he literally just said what i was going to say
um because scotty dropped that in a space over the weekend i think uh about the 80 percent which is
massive you know it's really really big uh and that's just
one way for them creators to get paid i love it when i asked the question for some reason in my
head i had 40 so i don't know where i got that from but yeah 80 is huge like that is
yeah if you sell if you sell a card for 500 one of your cards gets sold for 500 bucks
and this was a tweet that I put out.
And this may be where you got the 40 from the creator fees are 10% on the
cards and the team's not keeping all that.
You know what I mean?
So out of that 10%, you have 40 bucks and that's, you know,
that's $50.
And then you're going ahead and getting 80% of that is, is really, really big. And if you're performing well and you're whatever the, the, you know that's 50 and then you're going ahead and getting 80 of that is is really really big
and if you're performing well and you're whatever the the you know the mechanics are um yeah i think
you have an opportunity not only to lead your squad or succeed in the the prize pool from the
brand but then you're also you have people trading the hell out of your cards as well. Yep. I can add up and not to sound, not to go back there, but
for me, it's as much as the actual dollars and cents, the actual monetary gain. It's,
I think even more important, just that alignment and showing that this isn't,
they're not using these cards or, I mean, first of all, they're not selling them or you're going to, you're going to,
you know, cash out some points.
You're going to cash out your seats to get, get the packs.
And then when they do resell the, the, the people on the cards are getting, you know,
the lion's share of, of any, of any royalties there.
Like that is, that is a sort of alignment when I'm talking about how these crypto native brands, these NFT, PFP native brands, the intent to me is as much as the actual dollars and cents.
And I don't have any, you know, I'm not expecting to retire off Z creator card royalties, but the fact that it's aligned in that way to where it is like, likeons that more of a top of funnel and and giving the
lion's share to the creators like thank you i appreciate it it uh it means a lot hey uh pons
i have one question and in in the earlier uh version of zeet you know plague and bearish
uh there was because zeet would detect no matter what tournament you were in, if you owned an asset, you got multipliers, things like that.
Are we going to see any other future rewards or any future things
tied to plague and bears?
Yeah, for sure.
Okay.
The other thing that I was going to say is that remember that we're NFT founders first.
And so when we're doing these things, you know, I'm always like, okay, well, we can do this.
service to energy projects where um they can utilize what we're doing with the tech and their
ability to um instead of using z cards or using their nfts their pfps um
that is part of what we're going to do because that's a lot of stuff
again you know that's uh everybody on the timeline talk about to do because that's a lot of stuff but again you know
that's uh everybody on the timeline talking about nfts are dead and those kind of things
i don't think they're dead i think our vision of them or what the market thought they were
in the past is dead uh but i think there's there's plenty of we're you know we're not early i won't
say that but um we're early into what NFTs will be.
Because even though NFT founders get a lot of crap, there are a lot of teams out there that are trying to figure out ways to sustain the brands and do cool things.
Just like anything else, it's easier said than done.
Absolutely. I'm asking for NFT utility. I think next on my
shopping list is a bearish because it's exactly what I'm... If it's a 0.07 ETH floor, am I expecting
0.07 ETH of value returns? No, but it's also, this is just one element. There's a lot that can
come with, A, supporting a good builder, supporting ones that continue to ship, do new things,
experiment on chain. And oh, by the way, they're doing what I asked and being aligned with their holder base, providing extra utility.
Sister companies, whatever you want to call it, but working with third parties to drive value back, value accrual back to the holders.
I'd like to see a lot more of this.
Prefalfa DJ, I lost, I don't see the hand, but did you want to get in here with the final question for Pons?
Yeah, yeah, I did. Thanks for letting me up. I heard the token talk a little bit earlier and it was a little bit of uncertainty on how that would roll out,
blah, blah, blah, blah. And I just wanted to know, because it made me think, I usually,
in the real world, I always ask about a two, five and 10 year goal when I'm talking business or something that's revenue model and what have you.
And I just wanted to ask if you're one, if anybody has thought through or talked through your one, three and five and how that may look as far as your actual revenue model, not necessarily token talk.
But it just made me wonder, has that conversation been had? And if so, what does that look like for you yeah for sure i don't know
that we define it as one three and five but we have um a uh a written document on what uh we
want to be um and so what what we're seeing today is what we would call uh the top layer again layers
used too many too often here in the space but i don't have a better descriptor for it at this point. If you go back to what I said, there's plenty of...
What we're doing now is marketing, right? We're creating distribution for brands and those kind
of things. That's a big industry, and there's a lot of money to be made there. I would argue that it's going to continue to grow, especially with, you know, anybody now being able to create an app.
Which when I say anybody, I mean anybody.
I'm creating an app for myself that, you know, I would have paid $30, $40 a month for because it works exactly how I would want it to work for me.
30 40 a month for because it works exactly how i would want it to work for me
um and i've created it for you know on the side as i'm traveling on a plane i'm on telegram talking
to my bot and telling what i wanted to building the app for me so that's that's going to be
um the new normal and if people want to sell their apps they're going to need distribution so
the the marketing side of things the distribution side of things is going to be a continually
growing industry so that's that would be the top layer.
Underneath that is all of the data and attribution data that we get as part of this process.
And that in and of itself is an entire industry.
And then there's the, I think, was going to be a growing need for maintaining your on-chain credibility um and you know not just from getting reviews from
other people but actual real credibility backed by data and that in itself is another industry as
well so there's tons of potential it's just you know we have to get off the starting gates for
without getting the rug pulled up underneath us for a good duration of time
branch out outside of web three and then we can start building onto the other things but
yeah i mean it's cliche but the possibilities are endless it's just a matter of making it happen
pons is there anything i really appreciate your time this morning apologies for keeping you longer
than we uh initially intended but is there anything we didn't cover yet anything that
you were hoping to share with the audience?
Any final words, closing comments?
No, I appreciate the time and the conversation as always.
No, pleasure's ours.
I'm excited.
I think there's a lot of excited people
in not just the audience today,
but it's refreshing to see something new
and not making this PVP,
but I haven't, I don't know. know i mean i know they've done some different
stuff going some different ways but the other quote-unquote info 5 platforms i would be
surprised if at least a few of them are even a thing uh in at some point in the future so much
respect for continuing to press forward despite some curveballs from X. And I actually think that while I'm sure it was very frustrating and had to,
you know,
change how you're doing things.
I think there's a world where it mightn't be the best thing that happened
for C and now there's much more of a moat,
right?
Less competition because it's not easy going to what you're building.
No. And that's usually how things work out. I mean, I've said this over the years, vote, right? Less competition because it's not easy going to what you're building.
No, and that's usually how things work out. I mean, I've said this over the years. It's like,
even though I was super irritated, there was more context behind that irritation, but most of the success I've had has stemmed from some setback or failure that made me pivot,
both from a career-wise and just personal and those kinds of things. So, uh, no doubt it could, could end up being the best thing for us.
We could get rugged another way and have to figure out how to pivot there, but that's,
that's just the way it works. Yeah. Yep. Well, again, much respect, appreciate you,
all you're doing for the space and a shout out to the team as well. Uh, send my best to totally
and Scotty. And, uh, it is really appreciated that you all continue to build,
you're experimenting, you're doing new stuff. It's more of this from crypto native brands.
I would love to see not just the same copyposts or forks of something we've seen a dozen times
before. It's hard to build new stuff. And it's even harder to make everyone happy when you have
thousands of stakeholders at some degree,
whether they're NFT holders or active participants on a platform you built previously.
So keep pressing forward.
Greatly appreciate it.
And I did appreciate everyone who requested cards.
At random, I picked three.
Those should be in your DMs.
You've got until Monday morning to claim them.
If they're unclaimed, I will pick some new winners on Monday. But Pons, really appreciate your time today. I'll have an audience
who don't have to go anywhere else. I've got a couple other unrelated topics to close out on
on this Friday to set up Monday and some weekend activity. Also, it looks like we've got maybe some
breaking news. I don't know what this means, but it looks like Supreme Court
just struck down the tariffs.
So that we talked...
It means pamphlet.
We talked about volatility today
and this weekend from aliens to Iran
and now apparently just add tariffs
to the mix as well.
So that's going make my um web 2 uh thing crazy now for sure i mean i dealt with all
that crap last year now yeah it's always fun it's always fun i didn't i didn't know that but now now
now i know what my phone calls are gonna be all day today today. So I appreciate that. I'm not laughing at you.
I'm laughing with you.
And it's like, hey, we're talking.
Everyone's excited about ZEAT.
And this was a good call.
Now I just gave him some news.
He's going to have maybe some mini fire drills to deal with after he gets off the show.
I'm glad about that.
Good luck with all that.
And we are excited for all to come with ZEAT.
And appreciate all your time today. Thank you very much for all that and uh we are excited for for all to come with zeet and appreciate all your time
today thank you very much for all that you do and uh we'll have to do this again sometime after
things get kicked off we'd love to have you back on and and uh after this uh after the the packs
everything gets out in the wild we'll have to run this back yeah thank you appreciate the time as
always have a good have a good rest of your day thanks have a good one um i wasn't going to talk
tariffs i just i just saw that shout out to Mayhem for dropping that in the war room chat.
I don't know what it means.
I just did a quick look.
It doesn't look like we've seen any immediate price action.
I was looking for a candle one way or the other, and I don't see anything instant, but the one thing I am sure of is probably going to see some volatility over the next few days as hopefully there's no alien invasions.
But it is.
I mean, BTC's up a half a percent in like the 10 minutes since that announcement came.
Okay, I'm lagging a little bit.
So no tariffs is bullish for Bitcoin, maybe.
We will see.
But certainly big news.
How does he give back all the money?
I'm not a geopolitical expert.
I'm not a tariff expert.
I'm a little, I don't know.
I'm kind of surprised, actually.
I did not.
I knew it was a potential outcome.
I didn't think.
If you had to ask me,
I wonder what the...
It's changed now, so I'll see if I can go find
poly market. It's now
obviously already 99%, 100%.
I was trying to see the chart to see
what it was, but it's not.
It's just they're all showing 100% right now.
I don't even see the chart. Let me see if I can find it on Cal sheet. Does anyone know what,
what was the Supreme court ruling trading at prior to that announcement coming out?
Oh, about them, uh, like knocking these down. Uh, yeah, it looks like, so I, I poly markets,
the charts are gone, but if I go to Cal sheet, it looks like, you knowMarkets, the charts are gone, but if I go to Cauchy, it looks like, you know, obviously they've ripped up to 99, 100% now. But I'm trying to, okay, so the, before March 1st was like 41%.
Before April 1st was 73%. And before February, before tomorrow, it was 22%. So some people printed on
that today. That tells me it was kind of a surprise. I don't think anyone was actually
expecting it to happen today. It was likely to happen before April 1st and a little less than 50-50 before March 1st, but only 22% before today.
So big news there. Some people printed on Koushi. And while not a ton of volume, this was, I think, safe to say, unexpected that we got the news today.
Seemingly expected before April, but came a little early.
Who knows? Maybe they're all in cahoots. Obama, Trump, the Supreme Court, they're all just
thrown as many distractions as they possibly can to get the eyes off the predators. That said,
I do have one other giveaway here today, a little gift courtesy. It's a Friday. So I just got word from the pilot over at Night Gliders. We've got one guaranteed allow list for an upcoming mint here for these Night Gliders. You can see it on the screen if you're not looking in. It says, trainers have stepped from their shadows, no longer watching, but bonded.
Their ranks will be scarce.
United with gliders, awaken.
The Nocta fruits full power.
Interact below for your chance to earn a place.
This thing cooked.
This just went out a few days ago.
Already 36,000 impressions, 3,100 likes.
Here's a gif of what you might be able to mint.
gif of what you might be able to mint uh so it seems in pretty high demand the uh the gliders
So it seems in pretty high demand.
are a very active vibrant community over there on ape chain and other side and yeah if anyone's
interested let me know in the chat drop a comment say you'd like a uh you'd like a uh you'd like a
glider and i will at random pick pick our three winners there again it's one person will get a
guaranteed uh a guaranteed spot
on the allow list.
And then I've got two other first come first serves.
So yeah, just drop me a quick chat.
I will hit you up.
I think I need to get your,
I'm guessing your wallet address,
EVM wallet address.
So yeah, do that.
Drop your, if you want this,
drop an EVM wallet address in the chat.
I'll pick three of you here at random
once we wrap the show,
but drop that now. That way I know who is interested. I will look abstract YouTube and
X spaces chat. Cool chick, Diego, I got you. Not saying that you get it for sure, but I did see
your interest. Back to the, yeah, Mike, Mindify, I see you out there. Anyone else that's interested,
drop your interest. Let me know you're interested. I don't want to pick someone who's not interested,
but yeah, we'll give those three winners. I'll hit you with a DM following the show.
Zonko adds, in his opinion, this Supreme Court decision is already priced in.
Two cents is that it is not bullish for bitcoin any counters
to that anyone think that this decision is bullish for bitcoin i don't know i don't know what to
think every time somebody says something's priced in i think back to a tweet from four years ago of
franklin where he said everything is priced in everything's already priced in 20 years from now. And I'm like, that's what I think back to.
But who the fuck?
Bro, nobody knows.
If anybody knew, nobody would be here.
You'd be some, you know, you'd be some hidden Bitcoin billionaire sitting on an island.
Not Epstein's, but on an island.
Mayhem said, because someone asked about what do they do with the money they collected?
Apparently, they didn't even address the refund of what they already took so again i don't know what to think not my area of expertise by any stretch of the imagination and there's no way
for him to go back and get billions of dollars that trump's already allocated or put to other
different places and is,
there's no way.
So if they shut them down,
then that's,
yeah,
that's what happens.
That would be my assumption as well as it's a going forward.
No more tariffs.
I don't,
I don't know how they could go back and,
you know,
collect those and refund it.
That,
that seems pretty challenging.
But to what details though,
because there's,
there's always tariffs with any country.
Like most of it, most of the countries, these tariffs are there for, you know,
they're there anyways, whether it's 5%, 7%.
We'll put a tariff on Britain, and then they come back and put a tariff on us.
But it's not to the extreme like Trump is doing.
Yeah, I think the difference is Trump being able to just wave his wand
and decide that
the tariffs are as he deems them to be. And again, obviously an idiot speaking here who said
adamantly earlier, I know I know nothing, but markets seem to not like uncertainty, right?
So the fact that this kind of swats down the idea of Trump just being able to pick up that magic
wand might negate a bit of uncertainty from the
markets, perhaps. That's what I would say. I think I agree with that. I think that while
Zonka's probably right, especially if it was 80% expected by April 1st, probably priced in to some
degree. But I think what might not be priced in yet is a little more certainty.
We still have uncertainty globally from Iran to aliens and everything in between.
But I think this is one thing that was like hanging out there that markets just didn't know the full outcome.
And it's like they checked the box.
the box okay we're at least certain now that these tariffs are going away uh i'm sure i'm sure there'll
OK, we're at least certain now that these tariffs are going away.
be a lot of other people that know a lot more about tariffs and geopolitics and macroeconomics
that you'll if you want to if you want to have more of those conversations i'm sure you can find
a space where she wanted today or you'll see some twitter articles uh probably both but um i mean
i'm curious i'm genuinely curious what the impact is both for markets as well as consumer goods and budgets, governments, all that.
I just, I don't know.
I'm kind of surprised.
I'm surprised we got the news today.
And I'd say buckle up because I do think we're going to get more news today.
I think those alien files will probably drop around between 4.30 and 5 and should lead to an interesting weekend.
So I'm here for it.
I'm curious what will be revealed.
I don't think it's going to be everything, but I'm going to nerd out on some alien stuff over the weekend.
Appreciate all the alien movie and show recommendations.
Joey gave me a list of like 37 movies, I think, in the – oh, no, it's not even a list.
It's just – it's simply the Alien vs. Predator timeline.
I had no idea that the Alien vs. Predator timeline
was on par with, like, MCU.
I had no idea there was almost 20 of these things.
I had no idea it was that big.
So thank you for sharing that.
And, yeah, I could spend more than a weekend
just in Alien vs. Predator alone. So all that said, I really appreciate you for sharing that. And yeah, I could spend more than a weekend just an alien versus predator alone.
So all that said, I really appreciate y'all being here.
Appreciate the love on the space.
Appreciate all the questions.
Appreciate everyone who joined us on stage.
Great conversation with Pons today.
Great conversation regarding aliens and NFT utility
prior to Pons joining us.
And I don't know what to expect from tariffs
or aliens or any of that. But as long as the
aliens don't wipe internet from us, we'll be back Monday morning at 8 a.m. Eastern time,
every Monday through Friday. And actually, that's my last ask for you as we play the intro,
the outro here. I have a link up top for Monday's show. Really excited. We're bringing NFT
royalties back. And we're going to tell you all how with a special guest on Monday.
If you've not yet hit that reminder for Monday's show,
we'd greatly appreciate it.
We'd love to have another full house
for our Monday guest.
That's pinned up top.
We'll be back Monday at 8 a.m. Eastern time.
I hope you all have a wonderful,
wonderful weekend, everyone. Thank you.
