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DeFi Summer 2.0?
Recorded: March 30, 2025 Duration: 1:14:10Space Recording
Short Summary
In a lively discussion, crypto enthusiasts explored various topics including lucrative yield opportunities on Infrared, strategic moves in token sales, and the contrasting performances of Monero and Ethereum, highlighting both growth and decline trends in the market.
Full Transcription
Hello. One second, people.
Just waiting for the schizodagine.
Schizodagine, I sent you the invite. Hello mate, how are you?
How are you? I'm good. Is my mic good?
Yeah, Bristol. Alright, that's good. I bought a new mic before and it's using my laptop but I haven't set it up yet.
Oh yeah, sound good. What time is it on your end?
It's 3.16.
Oh, it sounds good.
Do you want to just start spitting it and just talking off the cuff until Harem gets here?
Let's go into the...
What I said, you were in the chat.
Yeah, fucking hungry, that is true.
Yeah, dude. Maybe up too much today what's that have you been up too much no not really just been kind of still with the kiddo and waiting there's a big old line
of like hornadic storms heading our way in the next couple hours. Sounds about fun.
Getting the basement ready.
Yeah.
Ready to just survive.
Have you got hurricane insurance?
Oh, yeah.
Yeah, we've got all that fun stuff.
We haven't had tornadoes hit our home.
Yeah, we've had it been close.
So we always just prep it up, wait and see what happens.
Yeah, bunker down, literally.
Yeah, it's basically just like sit on the couch in the basement and, you know, be protected and hope we don't die.
Have you moved any capital around in crypto the last few days?
Which I'm not sure.
I always skim through the chat.
Not really. I always skim through the chat. Not really.
I really honestly just sat.
Like I had that big
NAV wrapped bearer position
and farmed that pretty hard for like two or three days
while the BGT was hitting.
It was like 700- 700 800 percent on infrared
what's it now listen it's probably still around there let me check yeah i bought the um
you know the fixed yield for the um infrared bgt token yeah that's the only um thing i've
done on bear chain since it's proof of liquidity i I was just like, I'll lock that in.
I think it's like a 20% ROI in BGT in a 90-day period until it expires.
Yeah, that's not bad.
Because that's what I kind of like, which Nav Baro is at over 600%.
So I formed it from between 600% to
800% for like three days.
Got a couple grand out of it, which was nice.
I'll tell you what I am doing tomorrow.
What's that?
I am selling my Palantir stock.
Fuck yeah. Who just posted about that?
And they're like, generational top,
it's not good.
I think it was Ansem or something well it was
first of all i think this is my best directional trade i've put on um you know the timeline i i
put it i think i about march about march 9th 2024 if you type my name and you put a feel next to it
i started buying a load of it in March of 2014 for about $25.
Now it peaked.
It hit the top in 19th of February, 125.
It didn't sell.
Now it's at $85.
So I'm selling that tomorrow.
That might be my best my best ever um like stock
trade that's pretty fucking good i remember seeing it around like in the 22 um like early 23 lows and
was like damn i should probably scoop that up but i was so fucking poor like everyone else was around
the same time that i didn't have any money to buy it. So I just, like a lot of those like stock bottoms, I just let it slip through my fingers.
Yeah, the, yeah, the, I just kept looking at it.
It went down to 73 on about three weeks ago.
And then it's bounced back up.
That's coming down.
But I just can't help but
thinking of um you know that tweet where it was um it says crypto is gonna bottom before equities
but equities haven't bottomed yet and i was like yeah actually you know what i'm probably gonna
sell this on tuesday instead you know because then it's the start of our new touch year so i don't
have to pay the capital gains for another year.
Hopefully it doesn't drop too much in the next
two days.
Honestly, mate, I'm looking at some of these...
Have you seen the Tesla chart?
Yes, it looks fucking horrible.
Mate, it's a bloodbath.
Which, you know what?
I thought about buying it because I was like,
come on, people are
roasting it in real life you've
got you know dipshit lefties which again i got nothing against democrats but like these people
are fucking retarded and they're like oh did you know that you can buy options and short the tesla
and make so much money let's make so much money and i'm like that that has to be a bottom right like like that there's no
way you say that though mate but
if you're buying a Tesla
now if you're buying a Tesla
now in America you're thinking in the back of your mind
this might get keyed
right
do you know what I mean like that is a
because I thought about but like
I looked at some and they're like
newer ones for like 20,000 or in under.
And I'm like, yo, that's kind of nice.
Have you ever been to one that's awesome?
Yeah, one of my buddies has one.
It's really nice.
I don't need another car.
We don't drive, and we just have the big SUV for the fam.
But I've thought about it just to have. You don't drive and we just have the the big suv for the fam but
i've thought about it just to just to have like you don't have to put gas in it it's just like you want to get up and go but there's a couple of teslas in my neighborhood that aren't keyed
i you know but i also live in a pretty like republican area so odds of that happening are
a little smaller but i i get it it's one of those things where it's like i want to take advantage of
like all these people being so fearful over tesla but then also acknowledging like you know elon's kind
of a crazy person even though he's fucking smart as shit he uh also you have to take this account
like there i i haven't looked at the um price to earnings ratio but um like tesla's you know if you're looking at like
a value investor like that shit is like you know wave it's basically like an elon must like meme
stock isn't it really it's just a proxy whatever he says that's exactly yeah exactly you're betting
on him to do all the things that he says he'll do i I know Michael Burry, he was quite public about
shorting
Tesla, wasn't he, quite a while ago, and
he was too early.
Like he often is.
Like he normally is. Yeah, he's just too early.
He's right, but he's just too early.
That's been my biggest problem.
If you look historically at all my
performances, it's like, I've been right on a lot of stuff,
but I was either too early and lacked the conviction to follow through
or was just too early and got stopped out.
And then she would end up going the other direction,
which is kind of how I feel about ETH and stuff right now
with how terrible the macro trend has been.
The thing is, everyone's always focusing on the price action of ETH.
Basically, everything's wrecked.
Everything.
Oh, I'm here.
He's requested.
I'm such a manoeuvred disc.
Oh, hold on.
I can probably do it.
I've done it, mate. Oh, thereuvre this. Yeah. Oh, I can probably do it. I've done it,
mate.
Yeah,
everyone's always
focusing on the
E price,
but obviously it
hasn't done too
well like this
cycle overall,
but pretty much
everything's in
the bin,
except for
Monero,
somehow.
The drivers
and chads are
winning.
Monero, last 365 days, up againstads are winning. Monero, last 365
days, up against the dollar, up against
Bitcoin, up against Sol, up against
ETH.
The problem
is, though,
about ETH
is it isn't necessarily that everything else
is down. It's that ETH
never really got started.
It's like you basically inherited a store of value. Everybody wanted ETH to really got started. Yeah. It's like you basically inherited a store of value.
Everybody wanted ETH to be a store of value.
It's like, you got it.
And then it didn't really bump a lot.
It's like back where it was a couple of years ago.
It's like it just never got moving.
I think that's where people are just so mad.
It's like everything else had a good solid move this year and eth just
fucking didn't it it got to 4100 and um in the summer didn't it but now it's bloody hell that's
it it's just been cut in half yeah and like the ether if i would have been more excited i think
where eth really kind of got like,
why I never really got bullish ETH this whole time
is that never, it just, it outperformed,
or underperformed Bitcoin so heavily
that there was no reason for me to own ETH over Bitcoin.
Like ETH couldn't break 4K
while, you know, Bitcoin raged all time highs.
Like, you know, a lot of stuff was ripping
it just got
eth holders got a bad rap
which i think is like
self fulfilling prophecy
eth was going to do x y and z
and they just never did and everybody just
back held it in pain
i think solano will be in the same position next cycle
i was thinking that mate
unfortunately i agree yeah like all the all the soul boys now are gonna be going through
the eve pain next cycle yeah i think i think the soul pain next cycle could be worse you know
because it hasn't it'll be more inflationary yeah and also
if you think of um obviously like solana d5 has come a long way and there's actually some really
good protocols on there which i'm farming at present but if you think of the spot um solana
is in now of its d5 ecosystem relative to eith this time last cycle. ETH are still miles ahead.
Yeah. The only coin I like on Solano is gross.
I never farmed that. I always thought that I was getting farmed to make some data mining operation.
But I'm looking at the ETH price now. The last time it was at this price was the start of November 2023.
to start November
2023.
Yeah.
I have a hard time
believing ETH doesn't try to
visit like 1400
and like
make it lower.
I won't be surprised, mate.
I mean, the chart itself looks fucking horrible.
Like,
oh my god, it's awful.
I think there's so many people like close to like massive wipeout liquidations well how many are probably close to break even
on what they thought were like bottomish buys right like how many people bought in you know
that 2023 cluster of like 1400 you know to even 1200 and thought like man i just bought the bottom of
a ten thousand dollar asset i mean it's really painful like you're directionally you're
directionally correct you've nailed it and you've got nothing to show for it oh that's painful That's awful. Do you remember when ETH bottomed and it went to like 800 odd?
Do you remember looking at like, I can't remember which site it was, but I had it at the time.
Like how insane like the on-chain liquidations were for people who borrowed like stables like way higher up and never thought it would get there.
There's a lot close at the moment on Maker.
On Maker, I haven't looked at any of this um i should probably start looking at this let me i'll try to find them quickly just you carry on i'll try to find them
yeah that's probably like the biggest risk you see with eath is there's so many eath bulls
and like i'm not even mad at them either because I get the
thinking behind it.
They're like, there's so much going on for ETH.
Why isn't it going up?
The asset itself just isn't fucking
bullish.
All these people bet
so big on ETH and then
borrowed stables because that's the thing.
You have a big stack of Bitcoin.
You have a big stack of ETH or whatever. B borrow stables against it go go farm and go do whatever
but i mean how many people saw eth go to 4k right whatever it was december
take a 50 percent people right yeah how many people thought that was going to happen how many
people thought we were going to be sitting in almost April and ETH looks like it
wants to teleport to 1,000?
Probably not many
people. Yeah, I think if you're
borrowing stables against
it, it's for yield arbitrage.
Never underestimate
how much price can go against you
if you're leveraging up.
I think I'm still above water on my ETH buys.
But I was buying that in like 22 and 23.
But I was thinking,
it'd be a lot more up than now.
I would have thought so too.
Like I really think,
the only reason I didn't get,
I didn't have like a big ETH bag right now
is when everything was bottoming 2023, I went big into Soul instead.
Because I didn't have a large stack.
And it just made more sense to me to do Soul.
So I went heavy into the 23 to 25 range instead of ETH because it just made more sense.
Which made me ironically skip ETH because Solo just outperformed.
And then I was like, oh, I made a big stack of Solo.
I'm just going to go into Bitcoin and then just outperformed ETH again.
I just didn't.
I think it was more luck because I was still like, oh, ETH is sick.
The thing was, remember when Solana bottomed $8
like
Solana got like
most of the stuff happening on Sol
during like the ball last time
was like NFTs
had a really good like NFT community and it was
I had a lot of fun I was on there
but when like that
bottomed $8
it had like
it had a few DeFi protocols.
It was barren.
It was in the same position.
It looked like it could have ended up like Harmony 1.
Mm-hmm.
It was bad.
It was fundamentally...
There was no DeFi.
There was nothing on there?
That's crazy how it came out sword yeah well i think at that point
it was more like a bet on the future right like it wasn't like we have anything going for us it
was like look what might come and then the whole like jito combination with soul being that low
where you could just you literally could buy a shit ton of Soul at like 20-something bucks,
do the Jito LSD, and then you got so much money off Soul appreciation
and you got so much money from the Jito airdrop that it, you know,
kicked off some shit.
I don't think we'll see an airdrop type of thing that was that lucrative
in such a short amount of time for a little while now
that was so good that kicked off the airdrop season yeah it was it was so under farm too
no one wanted to do it mate i was putting out um salon airdrop threads yeah and they were getting
like um in like 2023 and like 22 and they were getting like 10 likes. Yeah, it's almost dead.
It wasn't the trade.
Yeah.
Another news back to equities.
My biggest bag's been cut in half.
My precious Coinbase stock.
Oh, yeah.
Yeah, down from 350 to 173 in, God what's that about four months i'm still about 2x up but
dude trump is looking out crazy yeah i'm not yeah that's i wish i was i was just looking at
like the just um those news accounts that pump out latest updates.
Trump threatened bombing and secondary tariffs on Iran.
Trump says a tariff on Russian oil should range between 25% to 50%.
Trump will be announcing farmer tariffs.
Trump deals on other auto tariffs will come.
He's on one. He's going crazy.
I think he's trying to get the worst done before midterms
so that he can blame it on Biden.
He can blame all the shit on Biden.
I mean, he's not a bad boy.
No, you know what?
Because midterms is November next year, isn't it?
Yeah.
I'm thinking he tries to get all the tariffs out.
It's probably going to be a rocky 2025 at least, I think, until Q3.
But, you know, like I said previously,
crypto is going to bottom four equities.
But when that is and what that looks like, who knows?
But, you know, he knows.
I can't see all this tariff shit going on in 2026.
I can just see deregulation,
you know,
lowering taxes,
trying to pump the market,
giving themselves pats on the back because the S&P is going up because there's more liquidity.
Yeah.
So I think 2026 is going to be green.
It's just incentivized for it to be that.
Like how much worse can it get?
Like you're threatening massive tariffs on both um china and um eu the fuck is it through social basically just if they start
trading with each other and cut them out but um yeah i think we've seen the worst of this
i think um especially in a crypto i think we've seen we've seen the worst
you know um a good sign was when, you know,
we started to see some, you know,
some short squeezes on Hyperliquid,
which a few of you have been trading in the chat,
which we've been putting in.
I remember in 2022, you know, when we were coming down,
when the short squeezes started to happen
and the late shorts powered in,
that was a good sign that, you know,
the worst was behind us.
So hopefully that's the same this time.
So do you want to hear some...
I've got some weird people that I follow on Twitter.
Have you got some mental stats?
Yeah, no, but they're big on weird conspiracy theories.
Oh, mate, is this going to go through as a massive tangent?
No, it'll be short no it'll be short it'll be short
but they were tweeting in like november like things that elon musk and trump was saying
um and it was basically like all code to basically exit the markets for around january the 20th
so they were they were saying this on the timeline exit the markets like top january 20th
just from they're saying this before before jan January 20th were they saying this before
January 20th or afterwards
way before in November
also they're
effective schizos
they're schizos yeah and they were saying
this just based off some tweets
and now they're the same
guys are saying about the Titanic
date because
CZ's talked about the Titanic date all these other sailors saying about the titanic date because cz's talked about the titanic date
all these other like sailors talked about the titanic like all these different things
and they're saying around april um i think it's april 12th i think it is that might be the the
bottom so if it is around then then you've got these conspiracy guys to thank.
What is it?
April 20th?
Yeah, let me find out.
What, on 4.20?
No, April 14th to 15th.
Okay, that's better.
Yeah, but it's 4.20.
I'd be like, we're getting trolled here.
Yeah.
They were the same.
They were basing all of this off of like different tweets from like Elon Musk
different shit about January the 20th
and that was literally the top
that's disgusting
yeah I'm not buying
I'm not buying anymore
I've bought enough
I've got big enough bags
I like what I'm holding but
when I cash my Palantir stock out on Tuesday,
I'm just putting out in the stables and taking it to DeFi. I'm not buying anymore.
Especially based on schizos, no matter how accurate they've been in the past.
I've got to lock myself in the minute.
Yeah, I think it's just time to just farm.
Yeah, it's just...
If you're in stables now, it's just time to just farm. Just farm. Yeah, it's just... If you're on stables now,
it's absolutely paradise.
It's been nice.
Yeah.
Stables and then being
in the Bera ecosystem was so nice.
I think Bera's probably
talked about for now too.
Yeah, I just didn't do much on Sonic. I think I was
so focused on getting BGT.
But you're right.
You were farming Sonic and Berra
with majority stables.
You did really good.
And then you outperformed the select alts
or whatever that did really good there too.
Mate, there's so many
insane plays right now
for stables.
The Rabbit X
RLP Vault on Sonic, it paid out 8% last month. like insane plays right now for stables you know the um the rabbit x um on lp vault on sonic it
paid out eight percent last month not including the um you know that's eight dollars not including
the um sonic gems and points as well which is they calculate to be quite high i think if you
think if you if you deposit your usdc.e into rve on sonic and then take out the a usd c into
and put it into pendle i think you can earn about 17 apy on your on your stable coins
and you get a 24x multiplier on Sonic points for the airdrop,
which would be in June.
So that's a nice play for stables.
Yeah, that Sonic airdrop's going to be massive.
I'm hoping it's just the first season of many.
Makes sense.
It's been such a success.
Yeah, I hope they're incentivising
just more liquidity to come into the ecosystem.
Yeah, so we've got a nice little
nine-figure airdrop coming up in June.
If you're not farming it, it's still time.
How many points you got now, Tom?
What's that, mate?
How many points you got now?
I don't know, mate.
Less than you, you've got more money than me.
Yeah, money bagging over here is whooping my ass.
I know that for a fact.
I got...
I have...
Wait, hold on. I'm not even going to say it now.
Hold on.
That's not a number I'm going to say publicly.
Nope.
Less.
12 points.
No, I got less. I farmed for like 3 days bro and then quit
There's no way, that's so bad
I don't want to talk about it
Where can you borrow
Berra on chain
Against dollars, can you do that
I haven't looked too much
You could, I wouldn't recommend it
No no no
We don't want to reason being dollars against barra
no because you know the um funding's been so been so negative and uh hyper liquid because
everyone's hedging their positions taking advantage of the yield like it's been like
you're like um insane get like a few you get over sometimes it's like 300% APR to a longer.
I'm thinking about borrowing some Barrett on chain,
shortening it, and then longing it on Hyperliquid.
Trying to take advantage of the funding rates.
Oh, I mean, yeah.
So you could do Dolomite.
Dolomite's probably my favorite right now.
Yeah, I'm going to have a look at that tomorrow, mate.
I'll tell you what, Hyperliquids,
you know, to see the funding rate history,
it's fucking shit.
You have to go on Morse,
then you have to go on Stats.
You have to change the date,
go down, select the token.
And it's like a day behind and the chart's
just terrible what's it right 106 30 day average of 67 percent what's that the barra for bera yeah
yeah yeah i mean honestly there's like people really kind of sleep on it, but Dolomite's like the best place right now to like deposit, you know, whatever, Barra, well, Bitcoin.
It's the most liquid, isn't it? Isn't it the most liquid market on a Barra chain?
It's pretty liquid right now.
Yeah, I like Dolomite, dumb guys.
and the borrow rates are so small like 2.55 percent borrowing honey to like basically all
And the bar rates are so small.
the stables are like two percent borrow rates so you could put bitcoin borrow you know usdc for
three percent and you easily can go get stables like higher than three percent almost anywhere
yeah there's a lot of there's a ton of yield arbitrage at the moment,
both on Bera and Sonic.
So it seems like Donomite's the place to go for Bera.
But I'll tell you what,
Silos are a great protocol as well.
You know, for Sonic.
I like the Silos.
If you're farming on Sonic,
you need to get on
silo. Do some really
good loops on there in the present.
Actually, my look at that
Aave Sonic Market, though. That's kind of nice.
Just to plug some more
stables.
I've got a ton of Aave tokens. I'm not
buying any more.
Great protocol, though.
Yeah, come on.
It's just got such a good moat, hasn't it?
Because it's a trust factor.
You can get better yields
elsewhere, but
you really trust any of them on the market
as much as ARBA when it comes
to smart contract risk.
Yeah, I mean, very few match up to them.
I really like, I wish that I had,
I mean, obviously everyone does.
Imagine if you had like four or five,
no, there was a thing, who was it that,
somebody said it, they're like,
what would you do if you had $100 million right now?
And Messi, Chud now, I guess, they're like what would you do if you had a hundred million dollars right now and um messy
chud now i guess um but he was like i'd put 20 million in the bank and buy 80 million of
shit coins but the 80 million he was like yo i'd buy convex i'd buy ave i'd buy you know
handle all these things you imagine the yield from all those like obviously like you could get
yield on 80 million anywhere right and make bank but i was just like that would be the life
what's the pendle price i'm checking i think pendles are by
FDV of 712 million
all them updates going out
and getting institutional investors on board
maybe expanding out of DeFi
you know what's annoying about
projects like Pendle
not specifically Pendle because I like Pendle a lot
but there's so many good projects off projects like pendle not that not specifically pendle because i like pendle a lot but like
there's so many good projects off like that sounds so good but the tokenomics don't match up right now
and it makes you not want to buy them but like everything else like matches up fundamentally
the the thing is though like when don't have people talk tokenomics everyone's like you know they're saying oh when revenue share when like but it's like if it's a tech company
like how long does it exist before there's you know dividends how long did amazon go on before
there's dividends like when you when you're paying out dividends or like revenue share
you know if it's if it's a growth you know it's a if it's a growth asset
and a growth industry it's you can make more money on the capital gains as opposed to the dividends
so you want the team to be confident enough to say no no we're not going to pay it out we're
going to use that money to reinvest we can spend it better than you you know by just growing this
thing further i feel like when um a'm a lot of teams power revenue share them
They saw giving up in a way. Oh, yeah, we've you know, we've reached our destination
We've done all we can achieve
so now we're just gonna
Instead of using this money to hire like load more devs and whatnot
We're just gonna start giving it to the holders
Which then also I get caps the value of the token itself because if people are buying it for um like a dividend or
whatnot if it's a certain percentage relative to they're not going to you know buy it like
all these things overpriced the dividends you know too low or whatnot so i think um
yeah i think people need to change the way they view it.
Because a lot of these protocols are still very young.
They really are.
They haven't fully matured yet.
In Pokemon terms, we're looking at Charmandas, not Charizard.
That's true.
You just brought up something that I was was gonna tweet about but might as well
talk about it in here too so and to get like you and hoem's opinion so i've been seeing a lot of
people say like you know crypto's over we took too long yada yada yada you know bitcoin's the
only thing that found a sort of a moat there There's arguments for that, I'm sure, but are people insane?
Like, they're only going to give us, like, you know, 10 years and then we're cooked, we're done.
When everything, like, takes, you know, 10s and 20s of years to get shit popping.
Now, granted, I will say we probably only in the last, like, four or five years have really started innovating in the industry as opposed to just making mineable coins and a bunch of vaporware that just didn't fucking do anything.
Were you here in 2017?
Yeah.
oh mate that was a show that that was it was it was basically bitcoin the ones that had any use
it was bitcoin monero for buying legal stuff off the internet you had ethereum which is only use
case at the time was raising money to do icos for paperware and then you had the exchange tokens
like the kucoin token and the binance, which gave you a discount on trading fees.
And everything else was just crap.
Yeah.
That was it.
It was nonsense wrapped up in more nonsense.
Yeah, it was Cardano,
which was my best ever crypto trade in 2017.
I just went all in on that after accumulating Bitcoin through DCAing.
Look at the state of that now.
It's, you know, obviously, God honor is not a good example,
but if you look at this, you know, if you just go on a,
I think you go on CoinMarketCap and you can look at the top 100 coins
at previous dates, and if you look at, you know, for the 2017 high,
and compare it to now, there has been massive innovation,
you know, leaps and bounds.
The idea that, you know, we and bounds the idea that you know we've
come all this way and it's like no pack up our bags fuck off mate yeah stable coin market caps
first of all stable coins are the best product market fit that that's just going up only how
many people around the world want stable coins go and type in any other currency against the us dollar
or the euro and just look at the go and
trade and view Turkish lira, Argentinian pay, just go through every single country,
every, they're all down only, you know, a lot of these countries are facing like an extreme
inflation, living in like basically a banana republic and they can't get, you know, like
dollars and if they can get dollars it's not the official it's not the actual exchange rate
dollars and if they can get dollars it's not the official, it's not the actual exchange rate,
so i think um stable coins are um are very evident of um crypto success this quarter we hit an all
time high for spot volume on dex's and for perps volume so yeah prediction markets like
awesome innovation i think they did over the polymarket do over a billion dollars
worth of volume for the superbowl i believe how big was that for the presidential election
i mean everything's been insane yeah the idea that it's over now and everything just goes to
zero is insane yeah that's a really short-termist thinking very emotional super emotional which is usually how it gets when it's
like bottomy-ish i don't want to say it because i don't feel like we're gonna we're bottoming just
yet but it's usually like around the time right when everybody's like well time to quit
unless it like you know it gets into its you know shitty. You know what's a really good bottom signal?
When you're scared to post that you've
bought coins, because people are calling you an idiot
on the timeline. That's actually
probably true. Yeah, I remember
when we bottomed
in 2022,
I wanted to do a post saying
I think we're bottomed.
But I was thinking
I'm getting loads of hate for this
I kind of do
I just ended up texting my friend and I was like
yo this is it
I was like this is the time to buy
like do it
and both did
I believe Kobe put a tweet out saying
he was
I think he was bidding
or thinking about bidding.
Obviously, he's got to be pretty careful what he says.
You don't want to, you just want all the baggage of, you know,
getting a wrong call with his influence.
The only downside about that is, like, he's got so much capital.
He could be buying for the next three years and be fine forever.
Oh, yeah.
It doesn't even matter.
I'd love to know how much he's got.
God, I'm sure an unbelievable amount.
And I'm very
happy for him because, yeah,
Kobe's one of the nice, like, just has to be one
of the best dudes in the space.
Bar none.
He's like the Gandalf.
He is. He's such a treasure. He is.
He's such a
good dude.
Up Only was
awesome.
Fuck what people
said about the
FTX thing.
FTX pulled the
wool over everyone's
eyes.
I don't care.
FTX was an
amazing product.
It was.
Yeah, I can't
doubt that.
I'll tell you
what, if Sam
wasn't in prison
he would have took hyper liquid out oh he would have acted he would have listed spot
and perps and he would have been buying spot himself and then and then hedging on his own
platform to buy even more spot to be fair it's also possible that like no one would have used
hyper liquid because they all just would have been using ftx anyways i'm sure there would have been some you know on-chain maxis
they're like we gotta use dexes we gotta blah blah but ftx was legitimately such a good product
like the first really good product outside of bitmex when bitmex was like at its peak
such a good product that like you wouldn't you didn't need to go anywhere else what was the
point it was so good ftx um there still hasn't been a better centralized exchange since 100%
agreed yeah there was um not nearly as far remember all them um sam coins and solana which
launched with like extremely low flow extremely high fdv which had
like insane unlocks did you ever short them no i bought most that was oh mate that was just free
money especially in 2020 before they blew up even in 2021 that was just they were just like
remember like maps i was like oxy i didn't i didn't end up buying maps and oxy what was the other one
synonym god dude i bought so much serum i really thought that shit was gonna be the thing
i got so hosed did you get dunked on by um by the investors uh
i got fleeced like a artist sheet.
Mate, the funding was so negative on that,
but you just printed.
I remember, I just think the best ROI I ever made in the space,
there was some guy had this sub stack
and it was called Crypto Unlocks.
And he just manually went through
and calculated with a spreadsheet
how much of the supply was unlocked
on certain dates. And it's like $50 a month but
like some of these coins would have like like sandbox it'll be like like one day
the supply increased by like 25% and it showed you what the
initial investors paid for it like what their multiples were up.
So you just knew they were going to dump it. It was just, it was such free money.
That was before, you know,
DeFi Alarm had its unlocks feature.
To be honest, I wasn't smart enough back then
to know any different.
I didn't really reach peak crypto smart
until probably a year ago, year and a half.
I was in two NFT chats.
You know, I had my own like channel making calls and I was just like, yeah, I'm sure
this people thought I was a genius, but really I just paid like $50 a month for
just like Substack, which very few people paid for.
I was going to say you had all this knowledge and you just became my friend like six
months ago.
You couldn't have been my friend a year and a half ago, so I could have printed with you instead of being poor as fucker.
Well, about three years ago now.
Okay, yeah, three years ago.
It was just, you know, very low basic supply and demand was all it was.
But yeah, I had a great 2022.
You hear this fucker honey?
what's that man?
do you know how i made my money in the first bull market to begin with?
selling feet pics, pretending you're a girl
no like i was basically
cardano didn't have smart contracts but they were somehow
releasing nfts and i would just look on twitter to see what had the most likes
with an nft drop coming and if it
was getting like lots of likes on twitter could have been bots don't care i went and minted like
10 of them and i'd sell them all for extra and if i minted rare i think i remember i minted like
some little bean and it was a uh i minted a little bean it was a one of one bean and it's like this
shit collection like no one cared about but someone wanted to pay 10
grand for this fucking bean that i paid 15 for 20 for fucking hilarious the thing was cardano was
taken seriously before the card smart contracts went live because everyone was thinking once it
goes live it's going to be an eve killer but then it was just a generational top yeah or cargono people god love him
yeah i still don't know how it maintains that um what's it i'm looking at the
give me a sec still inside the top 10 market cap 24 billion fdv 30 billion
well you want to know how i mean it's pretty simple right
it's like the same with shareholders you you're so like ingrained into that ecosystem that you
can't possibly understand any path besides up yeah but mate honestly like like at least
you can park it in places and get yield.
Boris, they run against it.
The yield, it actually has utility.
Yeah, that is the difference.
ETH actually has a built-out thing.
ETH has a massive ecosystem.
Yeah.
Cross-chain.
Cardano is... You just get bullied on Twitter if you said you'd buy it.
I'd probably unfollow someone if they were.
I made a Cardano joke once and just got absolutely lambasted by just a bunch of randoms that had no idea who they were, but found me and were like, you're a fucking retard.
I was like, are you serious right now?
Are you guys, you guys see what you're shilling?
But you know what though i
can't say nothing because like my first couple years in crypto the first couple months i was a
litecoin bull so that hurts yeah that was 27 you know right i know there was you had like four
options to be bullish on but then uh the interoperability alliance remember that it's like uh aeon uh was icon one
yes dude i had such a large icon bag it makes me so i got burned on icon i did too i got burned on
tomo chain too if anybody remembers tomo chain that was literally one of my largest bags. Remember John McAfee just doing the most blatant pumping dumps ever?
If you just had notifications on for him, you could just buy it quickly and make a really good profit.
I remember Verge, the Monero competitor, I made decent on that.
Man, those were the times.
Those were the fucking times, man.
When you had a coin that you could look at the white paper,
really do research on,
and you thought you were in something special.
Nowadays, it's like something new launches,
and you got 14 KOLs going,
look, this is what it said.
And then you're like, all right, I think I got the gist.
But back then, you had to grind.
You had to fucking grind.
Mate, them white papers
were so shit
to read. And you had no AI.
No AI to help them.
No one understood
them anyway because you weren't meant to. It was just
vaporware. That's also true.
I was like, I don't understand this.
But then you're questioning
yourself, but really it's like no no these
people are scammer
if it had the most flowery
language and it was like
words that I wasn't understanding I was like
this is gonna
so stupid
I remember
did you ever go on
4chan on the biz org?
That was great, Joe, on the 2017
Boron. I never went on that.
That was where the Link Marines came from
and Link had the most
epic run ever starting
in the bear market. I remember Link
was like fractions of a penny
or something. And I just like
I don't understand this. I'm not buying it.
I was vanilla
back then man if it wasn't on twitter i wasn't getting it was it was your first entry into
crypto like actually just buying bitcoin as well um i actually don't think i bought bitcoin at all
first i think it was all i coin i i had that mentality of oh it's a lower price
it'll reprice to you know same thing i remember i was buying bitcoin at like it was even the end
of 2016 on a start and i just like had um you know it's like a monthly buy you know so i make
a weekly buy every week i get my money out to buy some. It just kept going up, and then you start researching other stuff.
And then, you know, now
I'm here on an anonymous
Twitter account of a Patrick Bateman PFP
talking to someone called Schizo.
Hey.
when did you get in crypto?
Watch this
motherfucker.
He's here.
I see his little face Yeah I see it too
How am you here?
I swear to god
He's probably painting his girlfriend's nails
Wait did someone say I'm painting my girlfriend's nails?
What the fuck?
No, you were saying how him is.
Okay, good.
Because I'm just drinking tea.
He's top simp.
Top simp indeed.
Let's go to the toilet back in a minute.
Back to my movie.
Are you...
You're watching a movie right now?
Sort of. are you what you're watching a movie right now uh sort of no like i'm i'm i'm doing like schizo research on grok for for herbs and shit um and kind of sipping on a cup of tea it's great
you might have the most interesting life out of anyone that I know. It's not too bad.
I was annoying
the girlfriend because she was
starting to sweat next to me.
It turns out it was just the energy field.
It was very weird.
believe you.
I get
shocked by these things myself
because it doesn't make sense, but then it does, you know.
Nothing you ever say makes sense to me,
but I promise you that I believe
almost everything you tell me.
And I take it as fact.
I generally don't lie about
all the stuff that happens to me.
I'm just very honest about because
i think that's especially when you when you talk about stupid shit like herbs and astrology and
weird doctors and if you're honest and just say it for what it is it's much more likely people go
oh yeah that makes sense as opposed to like if you create some magical lie and then it doesn't
live up to to expectations and then obviously people get mad.
Which tracks? I get that.
Is that woman who's doing moon prediction calls?
Is she still on the timeline?
No, no.
Is she going to music?
She does astrology for girls now.
She's much smarter.
Seems like a better business model.
She's not stuck in this madhouse
like we all are.
We really are stuck here.
There's no exit.
There's no escape.
I realize we're pretty well cooked.
I wrote
how many of you has moved around
any capital on chain the last few days
made any trades
any LP positions
I'm in like mini retirement mode
not because I want to necessarily but just because
there's stuff you can do
I'm seeing stuff run on chain
but I'm not really in the
state of mind where I don't actually want to be
trading that much
now i'm kind of on a health bender so i'm in my i'm in my uncle mode my uncle and um health
rejuvenation mode ty rogue sent me a video of him electrocuting his girlfriend or his child
the other day it's fucking sick this is part of the chinese medicine thing yeah Yeah, it's alright. Are you studying at a university?
You didn't send it to us.
Excuse me?
Yeah, no, because I don't send it to everyone.
I only send it to people, actually.
I send it to people
that I know
aren't going to send it to
anyone else or whatnot, but
that's pretty much it.
People who aren't going to post it on the timeline.
Yeah, pretty much.
He doesn't trust us.
I do trust you guys, but
it's also because stuff like that,
I don't necessarily want
posts to talk about it online that much
these days. I keep it
very down low.
I just try and live my life
and meditate every
day and eat clean food and relax I did quit nicotine which is quite quite nice
I went from 200 milligrams a day to 200 milligrams a day to it's nothing so I
don't know how I pulled it off the pouches yeah dude I was like I was on the
pouches like insanely and then and then i just because i could
just feel how shit it was making me feel you know over time i was like fuck it i'm not gonna i'm
not gonna poison myself anymore i've got the double i've got the double deck it's going right now
yeah me too mate i've got i've got one in my top left upper left and one in my top left, upper left, and one in my top right.
Double decker is nice, though.
I like doing the double decker.
In Thailand, they had the snus that has both nicotine and cratum.
And that shit... Have you came across...
Yeah?
Have you came across the Pablo's?
Yeah. I have not, the Pablos? Yeah.
I have not, and I probably will never try them
because I'm now...
I don't have them.
...living my super sad life.
They're like 50 milligrams?
Yeah, they're 50.
Oh, no, I saw them.
I was in Spain for a little holiday,
so I did see them in the shop there.
I might have to try a double-decker one of them.
Have you ever seen Snus Olympics?
Oh, no.
What the fuck is Snus Olympics?
There isn't words.
Oh, my God.
There's a whole subculture on Instagram
and these boys just go and Zoom together.
And they just put as many as they can in
and the first one to throw up loses
holy shit wow yeah that's dedication to the trade that's a fucking blast
i was just poisoning yourself it's not even fun at that point you know it's not even
it's not even poison it lowers your it lowers your um chances of getting outside of this and
parkinson's disease so it's actually good for you yeah it's um dosages of like 100 milligrams for me like
five to ten yeah all right that's some therapeutic benefit but like 40 milligrams that one's bro no
you're just addicted to the high like shut up that's like someone going a glass of wine at
night's really great and it's like yeah, your glass of wine is like two bottles.
That's not great.
That's alcoholism.
Yeah, like the Zinzuma is basically the wine mum of the 2020s.
Oh, don't say that, mate.
That's such a good comparison.
It is.
That really is a solid comparison. It is. That really is still a comparison.
It's very sadly
or I think a very accurate
comparison of how it is.
See, I'm not a nicotine guy.
I'm just a white monster.
Oh, that's disgusting.
You should be ashamed of yourself.
I'm not.
No, I do.
I chugged a white monster
and i go in for a double decky after that's the highlight you're you're insane for chugging i am
a i am a sipper i am a one can will last me four to five hours i want to enjoy it i want to sit on
it i want to drink it i'm like a connoisseur. I'll tell you what,
these pouches
got me off cigarettes.
Yeah, they'll definitely get you off.
I use cigarettes to get off the pouches, believe it or not.
Just did the reverse no card on nicotine.
Sorry?
I said you did the reverse no card on nicotine.
Yeah, they're much less nicotine.
So it helps with the withdrawals, you know.
Because I was getting, like, massive headaches.
Because I was at the point in terms of tolerance that if I didn't have one in maybe, I don't know, 20, 30 minutes after I woke up, I'd start getting a headache.
So, that was when, like, the signs were there for me to quit, you know.
Yeah.
Oh, my God. Yeah. Oh my God.
I'll tell you what though, lads.
There's no better feeling in the world than waking up, making a coffee
and having a cigarette.
Yeah, that's quite nice.
Yeah, God's breakfast.
That's a very good breakfast.
It's pretty cheap too.
I'll stick to my eggs and avocados.
Thanks.
Tell you what,
Fortcoin's up
over 2x this month.
Looking at the chart now.
Funding's
at 38% on Hyperliquid.
Which one?
I've never
owned it or looked into it what it
is but I always see on the timeline to me it's um yeah it was um looking at
price here it was about 20 cents about three weeks ago now it's about 47 you
say far coin yeah oh he's poems baby, have you got something out of her own?
I came across that early
and I didn't buy any.
Then you bought the top.
No, no,
I just didn't buy any.
Absolutely.
I don't know.
I was...
Yeah, no,
I've made too many mistakes
this cycle.
It pisses me off.
Mate, I'm looking at the...
Mate, if you weren't with your girlfriend, you would made too many mistakes this cycle. It pisses me off. Mate, I'm looking at the...
Mate, if you weren't with your girlfriend,
you would have been so much more profitable.
You need to go.
I'm just throwing that out there.
Oh, my gosh.
That was such a good one-liner.
Yeah.
I think that's the case for a lot of people like
if you were just shelled up and you if you were in a goon cave doing nothing but staring at coins on
on discord and tg oh yeah you guys have money yeah i've got a good sticker pack on telegram
no no don't you do i swear to god no no you guys don't know oh no no no don't you fucking do i swear to god no no
you guys listening don't know
that fucking cigarette pack is cursed
it's like max pain you don't want to
i don't know where you got that from
i don't know why he still looks at it
it is
are you guys holding him
are you guys holding hype
no i've withdrawn from Are you guys holding hype?
I've withdrawn from Hyper League because they're not delisting
all these low-cap shit.
I was hoping they'll do that.
Yeah, and the HLP
is still at risk, like, big time.
Really.
Someone could hypothetically just do it again
when they're all sleep with these low caps
yeah they i mean like like cz and and the boys like could commit some chinese and chinese crime
and just fucking terrorize yeah terrorize jeff the chinese civil war on shame yeah really good
nationalists versus communists again just like old times you know what I don't like about hype
go ahead
you're about to get like 10 8 DMs
for just saying that but go ahead
is it thinking USD by any chance
well it is like 85% him
sometimes you've got good takes but this hype
was just fucking annoying
no it's the cult members
like the only time
I like a cult where I thought it was done well was Bear Chain.
Because it was just kind of lighthearted and funny.
The .HL dudes are like...
It makes me bearish.
Yeah, there's no reason to align yourself so deeply to a chain.
I don't care if they airdropped you $3 million.
Like, take it and go don't
make it your personality i'm gonna take the opposite side of the argument a cult cult's
bullish a cult's a good thing yes i agree i just don't think it is in this one i think i think the
cult's always good especially considering how much you know well the best thing ever by making
their users rich no I definitely agree there though yeah I'm gonna do it again
as well no points there'll be points again oh yeah it's good yes it's probably
doing to be the best thing to farm you know you're just doing a basis trade
just um when that gets because when they fully announce the points you're gonna
see um volume go through the roof you're going to see funding go through the roof
yeah it'd be a good opportunity to do um you know the basis trade um farm that shit i think
alpha would be going over to kit and swap on the hyper evm which is basically like the shadow
of hype evm i think they're using a similar thing but they haven't dropped a token so
if you do a bit of farming on there you're going to get airdropped the kitten swap token
no whatever it is yeah kitten swap yeah kitten swap token and you get like the hype airdrop as
well so you get a double banger if you're i'll tell you what do you want to tell what my price
target is like my if i want to start buying hype i'm just
set this like goal in my head of where you're going to start buying or where you're going to
sell i i want to see i want to see it at five oh yeah yeah five dollars like five billion dollar
fdv it feels like it's sitting on like its last legs right now like I feel like you go under 12 and it's just a price discovery.
All these guys got
current market caps
4.19 billion.
FDB is 12.5.
A lot of these guys just got it
airdropped.
They're way up.
Their ROI.
Even if they sell it and it goes down,
they've still made massive profit.
It's not like they've all bought it.
Some people bought it in the same prices.
Some idiots are buying it at $35.
But yeah, I want to see it at $5 and then I'll stop buying it.
How do I share a tweet on Spaces?
I think I'm a boomer
with this shit, bro.
Because I've got such
a banging tweet.
Can I send it to you
and you can put it on?
Probably?
I don't know.
I don't do Spaces ever either.
Mate,
I'm not going to do it,
you know.
I'll just say it then.
I'll just say it.
I put a tweet out
saying,
hype to $10 just so thinking USD
shuts the fuck up.
That was back when the hype was at
$27 or $25.
It was a fucking cast tweet.
He cursed the timeline for Hype
because Baruchin came out
and he just actively was shitting on it.
And then Baruchin outperformed
and Hype went fucking
nuclear.
This is like...
The Barra hype.
This is why you don't want to, like, grave dance.
Like, you're just...
You look stupid, for one.
And then...
You know what was such an obvious trade in hindsight?
What's that?
The most obvious trade in hindsight for a while.
You know when, like,
Barra, before Proof of Liquidity went live, which was like its entire selling point, obvious trade in hindsight for a while you know when um like um bearer before proof of liquidity
proof of liquidity went live which was like it's its entire selling point the funding rate was like
like insanely negative that was like such an easy law i never did it i wasn't supreme easy
one yeah well like the bear was my has been like my
whole focus it was anytime we went down to like the five ish range i just loaded up on different lps
and just started farming and then now granted didn't make as much money as he could have just
holding naked bear but really wasn't the point it was you know positive price exposure while also earning bgt and stuff but i've said this so many fucking times dude so many people faded bera and didn't
accumulate enough bgt and are coming in late to try and do it now in my opinion like i've been
there still time i've been there i've been going to be high for at least at least a month or two
i agree i just think those who didn't take... I wanted it as early as possible because I thought
if it's going to be a game changer, I want to be in as early
as humanly possible.
Yeah, I think because
the yields are so high now, it's going to be like
three months down the line and people are going to be like
oh, this is crap. It's only
50% APR.
Yeah, but the BGT I have
because I have pretty well equal weight
on BGT and then I have IBGT at the same time.
Like I did pretty well the same amount on either end.
And it's like the BGT for like the incentives, you know, validator incentives, I'm getting like 80 to 100 bucks a day, which isn't like incredible.
But that's not bad.
For doing fucking nothing and then you could live you're making
more than most of your country's citizens from that right and that's not even like the ipgt2
like i have the other end of that you know and that's 200 which is less than i think the incentives
because a lot of the validator incentives are like 600 plus percent apr on that but um but you just farm like over on infrared if you're like the uh ohm honey because uh tom
wanted me to talk about home too it's fucking 73 apr on infrared it's basically a stable coin
that goes up and you're paired against Honey, earning 73%.
Is that not insane?
So if you have, like, decent capital, like, you're doing all right daily on Baruchain.
And it's just kind of...
What's that?
Home Honey?
Yeah.
Because Home's up.
Okay, cool.
Yeah, it's just, it's, like, been up only since the 20th of march from 21 to 27
it's because they're brought they can bribe so heavily like they can bribe an insane amount
um and they're just getting all this bgt flowing their way and ohm just has a ridiculous treasury
anyways they've always had a ridiculous treasury this is the one the one thing where it's like
you remember when people used to talk about
treasury accumulation, like
butterfly and all that stuff. I think
OMA actually really did very well with it.
They just didn't talk about it a whole lot
because they have
so much backing behind their
token now. Was that when they were selling the bonds last
cycle? Yeah. Like Ponzi mania.
Yeah. They accumulated
a massive treasury. Yeah massive they played the blinder
is anyone actually do does anyone have that the treasury address or i wonder if um
like publicly shows it somewhere wait there give me a set mate i'll go on um i'll go on
defile armor now it's far around there somewhere but it has to be in stade it says um is it um
power i don't know what the hell this is
wait i'm gonna go on treasuries it's probably gonna be in them olympus style here we go yeah
um the treasury at the moment is uh 193 million 53 percent in a die% in SUSDS, and the rest of it's just, the rest of it's Ohm.
So it's got a pretty healthy treasury.
Right.
And I don't know the math behind it because I'm retarded, but people are basically like,
Ohm can bribe on Verachain, bribe validators
so much that
people are like the OM
honey APR should be between
70 and 100% APR.
Which is, I mean, you're essentially
it's basically a
pseudo-stable LP
if you think about it.
I'm probably going to farm that.
Now you've sold me on,
when I sell my problems at Stockholm on Tuesday,
I'm,
I'm probably going to put some in there.
Yeah.
Cause like the way I think about it right now,
cause I was doing like half of my funds on,
on Barahub and then half on infrared just so I can get an equal weighting of
BGT and IBGT.
But there's a big disparity in the
APRs. Last time
I checked, and I'll
let me see if I can double check right now.
How much TBL
is in this Aram Honey pool?
Let me see. On infrared
it's 104 million.
So you can put some size in there, can't you?
Yes.
By the way, isn't it?
Yeah.
Was it printing?
About 70%?
Yeah.
So there's the disparity, right?
So on Barahub, let me refresh page, make sure I'm not looking.
It's 57%, 58% BGT APR you know the the non-liquid version and
then infrared's got it at 73 so there's a pretty you know decent apr disparity there so you can
almost go back and forth right you can farm infrared when it's like way higher because
sometimes I've seen the aprs kind of get closer to each other and not be as much of a gap but 73 to 58 is a large enough gap for me like i want to farm on infrared more so than barra hub
you should do a post about that you're not going to dilute it with a 100 million in liquidity
right yeah i thought about it um i just think it's funny that people aren't really getting
it you know i'm saying like i don't think people this is what my funny that people aren't really getting it.
You know what I'm saying? I don't think people were...
This is what my thesis of people didn't really pay as much attention to this as they should have.
Because there's a lot of stuff going on.
Hell, even the...
Well, I mean, I guess if you're a DeNiro person, there's a reward vault.
This must be new.
I've never seen this.
It's DeNiro wrapped Barra seen this it's dinero wrapped Bera
and it's 469%
BGT APR
there's like
massive
massive APRs
on Bera
if you're willing to
potentially withstand
a little bit of IL
do you remember
you know when
the Bera token
launched
and then like
it went up
and it nuked
and you had everyone
on the timeline
going it's over you know what I mean like it went up and it nuked and you had everyone on the timeline going, it's over.
It was a scam.
But the entire point of bearer chain was they didn't need a proof of liquidity mechanics to actually farm on it.
You didn't even have to own a token.
Right.
And that's why I think the proof of liquidity thing is so nice.
It doesn't have necessarily the same sell pressure as most L1s do.
I think, honestly, the bear token will go down just because of the general market weakness.
I don't think it has anything to say about proof of liquidity.
Because obviously, proof of liquidity is working, in my opinion.
It's actually wild that it exists now.
I remember writing about this in 2021
dude I remember listening
to Smokey on a
podcast and I left that podcast
going holy shit
I need to get in on this
and then it just took so long
even met all the Bearboys
and still
liquidity is awesome
I think over time,
Bearer Chain is going to have
better yield opportunities
than almost every other chain.
100%.
I think Bearer
as just like...
I think the next...
Whenever the bottom comes,
I think you need to be looking at
what people are going to perceive
as Solana competitors
and that's going to be
different L1s and shit, whatever.
Baruchain's one of them.
Sonic.
Yeah.
I like Initial 1.
There's going to be some
bullshit narratives.
Yeah.
If this is going to be
a prolonged
meh market,
there's actually been a good amount of projects
that have launched or are getting really close to launching
that have really decent fundamentals.
Like Nilian just launched.
If that has a sustained low or accumulation thing,
that's a no-brainer, in my opinion.
Initia, Barra. There's a lot of cool shit launching that like people should be paying attention to
that i think i don't know if they will i think there's a lot of people still in the trenches
for some reason which is insane there's a lot of people still bag holding alts because they're
afraid it's gonna go up without them, which is insane.
Like just sell,
let it go.
How many people still hold them with and bunk?
I don't know.
Probably a decent amount.
Yeah.
I'm sure.
I'm sure that there's people holding.
I mean,
I know there's people holding a lot of alts.
I know there is,
and I know that they have to be cooked,
but like,
I also know that mindset of where it's like,
if I sell now, like, you know that mindset of where it's like if i
sell now like you know i'm gonna miss out on when it runs up and blah blah blah it just never works
that way they're mean coins almost all of them ain't coming back i mean like 99.9 percent
yeah mean coins should never be a investable thesis, in my opinion. If you're going to use them, use them to run up a stack real quick and then get the fuck out as soon as possible.
The only one you can argue has some sort of bottom moat is probably Doge.
And that's just because it's funny.
It's the Bitcoin of meme coins.
Right. Yeah, that is like its claim to fame.
Yeah, it's Lindy.
But you know what I'm talking about?
New cool stuff coming up.
You know, it's going to be, I think, you know, GammaSwap's yield token.
That's going to be awesome.
GammaSwap's amazing.
You know what the meme when someone looks at the chart and they go,
will it go up or will it go down you know like they say the price is going to either go up or go
down but um you know you know if you go on a gamma swap you know you can bet on these straddles
where um you're literally just like it's only a borrowing cost and you make money if the price
moves in either direction that's like one of the most underappreciated products in the space.
It is a pretty...
I never use it all that often, I think, because I just had different priorities.
But I like them a lot.
That was good.
Honestly, you can just...
You can probably just outperform everyone.
You know, outperform the average per trader trying
to make directional trades by just thinking looking at a chart thinking okay are we at a
point now where it's gonna because it's so easy it's a lot easier to identify whether
price is gonna be volatile but it's a lot harder to see you know where it's gonna go
and especially we know if these tariffs coming on all the time and whatnot.
Honestly,
GammaSwap's travel products.
So useful.
There's a lot of good shit out right now.
Really good products.
Please, yeah. Actually, tell us
because I'm retarded and can't make money off GammaSwap.
We're all just
pretending we know what he's saying.
I'm not explaining GammaSwap. I. Yeah, 100%. Mate, I'm not explaining
the gammas.
Mate,
I'll put it in the
chat.
I'm not explaining
it's too complicated.
I just can't be
asked,
mate.
It's half nine
I've been in the gym.
Do your research.
I'm going to
probably pop up.
I'm going to play
some Ranked Warzone
for the boys.
Ranked what?
Warzone. Oh, War Ranked what? Warzone.
Oh, Warzone.
Cool.
All right.
Cool, dude.
Any of you boys got a MetaQuest?
What the hell's a MetaQuest?
The VR.
Isn't it?
Yeah, I was going to say, isn't that Facebook's VR thing?
Oh, piss off, mate.
Go get one.
We'll play some golf.
Golf?
Actually, you know what?
I could be down for it.
I might do that.
It's great. I don't have a Meta a meta quest i got one of the other ones it's like
the cheaper ones because i wanted to play around with a vr headset oh it's good fun right yeah no
if you boys if you boys make a little investment you know maybe like if you earn earn some of that
berry yield for three days so you can go buy something. Play some gold.
I could be down for that.
I'm going to end the space now.
Thank you everyone for listening.
Make sure you follow me, otherwise I've got nothing to say.
Take it easy, people.
Peace out.
See you later, Tom. See you later, Ty.
See you later, shit.
Peace, Ty. See you later, shit. Peace, guys.
