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Get your own AI Streamer on Coffee with Captain #1,084 πby @aitvgg
Recorded: Jan. 28, 2026 Duration: 2:06:40Space Recording
Short Summary
The launch of AITV introduces a groundbreaking platform for AI streaming, enabling creators to easily set up their own AI agents. With a focus on community engagement and innovative tokenomics, AITV is poised to transform content creation in the crypto space, supported by strategic partnerships and a growing interest from users.
Full Transcription
I'm out. I'm about to get them all.
Are you with that?
In a white boat, surrounded by blue.
I want one, but I got a cop turned.
I want to fly high in the sky.
Arms out wide, trying to soar from a bird's eye view.
I'm on fire, Ricky, Bobby.
Cracking the pavement, Whitney, Bobby.
I'm a Saki bomb, Hiroshima, Nagasaki.
Bruce Wayne been a dog, and I keep it 101
Cause I'm feeling kinda spotty
Sippin' on some rock and I'm sippin' on octane
The only thing around my neck is the black twink
Now I got coin, I see where y'all goin'
Been 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 schemes
I'm tellin' ya, I sell you a percentage. Topping the pyramid schemes, I'm telling you.
I'll sell you a percentage on Nebula.
Shout out to Vince, yo, set it up.
NFT, Twitter, blockchain.
TM with the ghost and we balling like the brown jay.
Crypto, crypto.
We can make a trade, get the memo.
But feels not falling for the FOMO.
Listening to Coffee with Cap, yeah.
You know we were a wild day loco.
I ain't never gonna' stop rappin'
Orlando, yeah, we workin' magic
We rockin' Ethereum in her teeth
I just went and caught me a half bass
Man, I gotta shout out the 40
Now I got coin
I see where y'all goin'
Been poppin' since Web 1
Hella hoax on Web 2
I was livin' the dream
Now I'm on Web 3
And it is what it seems
Toppin' the pyramid schemes I'm tellin' ya I was living the dream, now I'm on web 3, and it is what it seems, topping
the pyramid schemes, I'm telling ya, I sell you a percentage on Nebula, shout out to Vince,
yo set it up.
Breaking them all the truth, why?
Bunny got knowledge to move, son.
I'm shakin' in shades with my brother in suits, yeah, them blues is coming.
Even though it's hard to pick, eeny, mighty, moe, soda on the mix, no biting lips, it's
time to go.
Index number one, no thumbs up, you gotta scroll on the mix. No biting lips. It's time to go. Index number one. No thumbs up.
You got to scroll.
Looking at the ghost in studio.
It's time to go.
Had a helmet on by myself until I met a mask that wanted to have a face off.
Had to bring my chainsaw full ticket gas in the drive with my brakes off.
I'm A1, but a different kind of stakes off.
Welcome to Coffee with Captain, powered by ApeCoin, where we dive into all things crypto,
NFTs, Web3, and cutting-edge all things crypto, NFTs, web-free, and
cutting-edge technology.
Remember, nothing here is financial advice.
Early-stage tech can be exceptionally volatile and risky.
So grab your coffee and join Cap and Steve for today's conversation.
Welcome to the future.
Welcome to Coffee with Captain GMGM.
Thanks so much for joining us.
Appreciate y'all being here. Appreciate all the love in the chats.
Shout out to Absolute Zero, Riss Brian, and the YouTube gang.
Teacher Katie always holding it down over an abstract.
I mentioned my abstract XP was up probably about...
Doing math. Maybe like almost 20% this week.
So not sure if there's any changes there or just ran good, but I will take it.
if there's any changes there or just ran good, but I will take it. What I won't take or what I
don't appreciate is Florida weather this week. Karma is real. Took some victory laps last week
and that slapped me in the face this week with temperatures in the 30s. It's colder in Orlando,
not that I live in Orlando, but it's colder in Orlando, Florida than it is in Juneau, Alaska today.
And Tampa is expecting snow this weekend.
I've been here a little over five years now, and snow hasn't even been once even mentioned, not even been close.
It may not hit, but just the threat of snow.
Neighbors have all their plants and flowers.
They've got all their sheets over top of them outside and just bracing in case we get frost.
It is short.
Here's the alpha.
Here's real actionable alpha.
I know everything is in, everyone's talking about the hip thing to do today is trade rare metals and long copper and gold and silver.
The alpha today would be short oranges.
Short orange juices.
We're going to take it all the way back to the,
man, why am I drawing a blank?
What's the,
oh, why can't I think of this?
What is the, help me out chat.
What is the,
the Huey?
What is the SEC test for whether it's a security knot that started with Orange Groves?
Is it Huey? Why can't I think of this? Jack, do you know?
I have no idea, Cap.
Howie test. The Howie test. I don't know where I got a Huey. I need more coffee. I'm only on
one cup, so more coffee coming soon. We do have an awesome guest coming at nine.
It is a sponsored interview. However, I'm genuinely excited. We've been pretty selective on who we bring on for sponsored
interviews and we've turned a few down. This one is one that I'm genuinely curious. They're going
to teach me how to create an AI streamer personality. You too can become a streamer,
even if you don't like being in front of the camera. So I would love to have a warm, warm room for our special guest, AITV. Their account is
tagged up top. It's AITVGG that will join us around nine. We have a lot to get into before
they join us. Birb is live. If you missed that, I'm not sure if the claim is live yet. Let me go,
let me go track that down. But yes, the Howey test, if you're not familiar, was a four-pronged
legal standard created in 1946 in a Supreme Court case
that determined investment contracts, what is a security, what's not a security.
We often reference the four key elements of the Howey test. Is there an investment of money?
Is there a common enterprise, meaning the investments pulled with others, linking the
investor financial success to the success of the project or the promoter. Is there an expectation of profits?
This is why all NFTs pass the Howey test because there's no expectation of profits here.
I kid.
The investor anticipates financial returns.
And the fourth button is, is it from the efforts of others?
Meaning are those profits expected to come primarily from the managerial or entrepreneur
work at the promoter or the third party, not the investor's own labor?
This is, it needs updated. It just is what it is. It's very, again, 1946 is when it was created.
I'm not going to go off on a rant about accredited investors and how both public and private investment contracts and things could and should change. I'm actually for good regulation, but not too much
regulation. And I would like to see some changes in, I just wish investing was more accessible to
the masses. It's just the reality is it's not today. But I digress that the Supreme Court case was it was a it was it was about Orange Groves and oranges.
So that's that is the yes, established in SEC versus W.J. Howie Co.
where the court found sales of Orange Grove land with management contracts.
Those were securities. So you can't invest in Orange Grove, but you can short oranges, orange juice and those companies that rely on oranges.
Because if Orlando is getting freezing weather, you're going to get a lot. It's going to be a bad orange season or the price of orange.
Actually, let me think about this. I still think you want to short them because the supply is not going to be there.
Price of oranges and orange juice is most likely to go up.
It's a big export of Florida.
I know there's oranges elsewhere, but if we actually do get frost and it kills the blooms in the orange groves,
there's going to be a lot less oranges and orange juice out there and prices will go up.
But I still think it's a net negative for those in the juice business.
Jack, I bet you didn't think we were going to be talking about oranges and orange juice this morning, did you?
And cap, actually, that's exactly what I thought we'd be talking about today.
Yeah, that's what else is this talk about?
A few things, a few things.
Yes, Katie calls it this GBC sweatshirt uh one of my favorite
vibetown social club uh i've been it's funny door or jesus sorry pain pain and i were discussing
yesterday who we should reach out to who we should do some more stuff with and uh vibe vibe good
vibes club is one of them and i'm like that's what i have been i feel like i've been pumping
the good vibes clubs bags almost on a daily basis now.
And I currently have no exposure.
I've got an honor.
I shouldn't say no exposure.
I do have an honorary.
It's near and dear.
Someday I could probably sell that thing for six figures, but I'm not going to.
And I have a lot of merch courtesy of the team.
And Jack, this isn't like a, oh, give me stuff.
I'm not looking for a handout.
I'm just thinking from a business standpoint, I think a lot of teams have missed on hooking up streamers of all sizes, big, small, medium, with merch.
They won me over.
They got earned goodwill with me because they sent me a really nice merch pack.
I rock it on the show.
It's free.
It's free branding.
Not only that, they won goodwill with me by hooking me up with some sweet merch, making an awesome
honorary. And they, they carried a lot of favor. It's just real. It's how, it's how humans work.
It's like scratch my back. I'll scratch yours. It's not a sponsored show. I guess
probably since we talked about the Howie test and paid disclosures and, and disclosing paid, paid promos,
I do actually believe by the strict letter of the law,
I should disclose that this hoodie was free.
And therefore I do have a vested interest in,
in good vibes club.
You could consider all my good vibes clubs promos,
a paid promo because they gifted some stuff.
I'm not going to sell the hoodie,
but just again, I'm kind of joking,
but I do try to do things above board.
That said, just being real, I think more brands in this space,
I don't need more merch.
I don't need more hoodies.
I just filled up an entire closet of hoodies.
And outside of this week where it's in the 30s,
I usually don't need hoodies in Florida.
But, Jack, have you gotten, we don't get into it on a long rant, but have you gotten hooked up with merch from other brands?
And if so, do you likely continue to talk about those brands in positive light even if there's no paid engagement going forward?
So, no, I don't β I'm trying to think.
Outside of like owning the NFT, So definitely not through the content side.
Sorry about that.
You're doing good interviews.
I think, I don't know if you've shared your, posted your pod with Spencer today.
I know that'll be coming out.
Literally in the next hour cap, it's going out.
I'm sort of multitasking right now, uploading it.
But X keeps bugging out on the upload because it's quite a big file um get it live if somebody goes live in the next
two hours please uh pin it up top i'd love to love to help amplify that and that's my point
it's like you're doing big interviews you've got you get eyeballs on your stuff and it's just it's
a miss by some of these brands for saying hey jack if we if we send you some some merch some gear would you rock it well look put
it this way this week alone i think i've been on live streams for around 30 to 40 000 viewers like
all with a wrecked cap on that i bought so you know like it was none of them have been free
i left my only free wrecked cap in in Miami whilst I was filming all these interviews.
I got one of the yellow ones from that event
and then I lost it.
Or I left it at the hotel, basically.
So yeah, that's, you know,
we gave away a very rare Michael Jordan card
on a Somnia stream the other day.
And it like, it reached traditional audiences and everybody basically started coming
in i think it had 16 000 live stream views um i had my rec cap on and it literally yeah like
just people asking what that was you know that's just another another connection point and i
wouldn't be surprised if the algo with ai actually gets good enough now that it starts like referencing that brand is connected to this if people are
watching the stream connected to the actual you know the the brand's x maybe they want to see
some of that content more yeah that's very interesting i agree uh katie says merch is
always a fun thing to talk about i mean mean, you saw us yesterday pulling out stuff. Yeah, yesterday pulling out stuff from my merch closet.
So I actually, I have two merch closets.
Collectively are probably bigger than my actual clothes closets.
And if you combine my merch, it's still in storage bins in the garage.
Far more merch in my home than I do clothes that I've purchased.
Well, I guess I purchased a lot of that merch too, but you know what I mean?
Regular normie clothes.
It does connect people and evoke memories.
Why do you think you go to an event
and they give free hats or free shirts
or you go to, you sign up at a gym
and you get a, you get a t-shirt.
It's, it not only is free marketing and advertising,
it connects people and evokes emotion,
evokes memories.
It's, it's a, uh, he just, uh, Katie,
appreciate, appreciate the, uh, the segment or the segment recommendation. Yeah. Also,
if you guys have anything else, thanks for bringing this up. And then we will get into
this verb drop and, uh, news of the day turning topics before we make our guest on. But if anyone
has any segments that you'd like to see or have any ideas, we're open. We're, we're going through,
I don't want to say like a rebrand.
Still going to be Coffee with Captain.
But if you've noticed, we made some slight adjustments to the icon logo.
And we are actively, we have a lot of things in flight.
Candidly, probably too many things in flight.
We had, I don't know, I chatted with Outer on Monday night for about an hour.
And then we kept her for like another hour yesterday after the show.
And just a lot of things percolating really excited to to move forward with with some of these
some of these uh some of these changes and so great time if there's something you'd like to see
not just like a guest but if there's something you have an idea for a segment or i know busy
claw draw i need to actually um i need I need to do a base claw draw.
I haven't done that yet.
But that is, I know the Claw Fee with Captain was an all-time favorite.
We will look to bring that back if the BZ team's on board.
Maybe we can do a promo with base there even.
But yeah, if there's anything out there that you'd like to see or have any ideas for the show,
we would not take any offense to it.
In fact, we'd love to incorporate some community ideas.
It's very much a community show, and all of you make the show what it is
by not just showing up and being here,
but really adding to the conversation
almost each and every day,
both directly and indirectly by helping us connect
with people, founders that we may not have
a direct connection with prior to.
But Jack, I'm guessing you popped up to talk, Burb,
before we jump into that.
Well, I actually have one other thing.
I'm not saying we take credit for this. There was a lot of people that shared this sentiment,
but I said it yesterday, feedback matters. You missed the post. I quote tweeted Nifty Gateways update. And again, not taking credit for this. Isn't it like we didn't drive this
change ourselves, but there was a lot of other
people it was almost unanimous in terms of the feedback that the sun setting of nifty gateway
was was just not great and was a very short timeline and people were standing to lose millions
of dollars in a tease because everyone's here on a monthly basis some people check out they think
their assets are just going to be there they They're on chain. They should last forever. Long story short, they did make some adjustments.
And feedback matters.
It really, especially when teams listen, it can have a big, big impact.
Gary suggests ens.eth segment.
Stay tuned.
Not exactly.
I mean, we'd be happy to do something with ENS again soon,
but we have something we're going to be, we actually have a follow-up meeting tomorrow
with someone, a brand, a business, a protocol that's working very closely with ETH. Let's say,
let's say, I'm sorry, with ENS. Let's say it's, let's say it's ENS adjacent. And I think,
I think you all will like it. I'm excited because
I haven't seen it talked about hardly anywhere else. And it is, again, really cool. Some exciting
stuff, some new novel things, and I think will resonate with many of you here. Excited to share
more on that soon. But here is the post I referenced, and I will quickly read the Nifty
Gateway follow up if you missed it. Nifty Gateway
says to the Nifty Gateway community, thank you for your feedback on the recently announced closure
of our platform. It is our goal to conduct the process of closing Nifty Gateway in a smooth and
orderly way and that all customers are able to move their NFTs to the water of their choice and
have access to them in perpetuity below as an update on the closure process. The plan is to
migrate the metadata and media hosting on Nifty Gateway to a permanent decentralized solution on Airweave.
There's a subset of NFTs created in 2021 or before with metadata that is permanently linked to Nifty Gateway servers.
For these NFTs, we will continue to host this metadata in perpetuity.
We are extending the deadline for moving assets to a 90-day window.
So now instead of February 3rd, you have to April 23rd.
This is bad for me because now where I was creating a sense of urgency, I'm like, oh,
I got I got 90 days.
I'll do that later.
And I'll probably do on April 22nd.
After this date, customers have not if customers have not moved their assets off the platform,
they'll continue to work with customers to make sure they're able to move their NFTs
to a wallet of their choice.
We're working with the bulk withdrawal tool as well for our customers who have multiple
NFTs on the platform.
We rolling it out shortly with plenty of time to use the tool before April 23rd.
Again, good move, good adjustment.
It's unfortunate that they are,
it's unfortunate that they are, you know, sunsetting,
but it is what it is.
I get it.
And we also, Hizzy, yeah,
we actually have a artist spotlight planned monthly.
Shout out to Emlo.
I'm not sure if Emlo is out there yet this morning,
but long time fan of the show, regular in here almost every day. And I'm going to be doing some
artist spotlights as well. So yeah, love the suggestion. Keep them coming. Keep them coming.
Appreciate any and all suggestions. Jack, you have any ideas, anything you'd like to see on Coffee
with Captain? Put you on the spot. Sorry, Cap, I was half focused on uploading this video.
In reference to what? I was just saying, anything that you've half focused on uploading this video. In reference to what?
I was just saying, anything that you've seen elsewhere on other shows,
any segments or anything that you'd like to see on the show?
You need clippers.
I would say you probably need to rate, like, you know,
if you've got regular guests,
see if they will give you a little back and forth on the video
so that the clips will feel a bit more organic.
But that's
that's what i would love to see is yeah like how do we how do we get the clippers involved how do
we reward people in terms of clipping and you know if they get more bums on seats on the show
like is there anything we can do with them and then of course yeah like good vibes club and
focusing on these brands even if they don't have a big launch.
I think that's what you've always been great at is, you know, being the community show.
And I think the biggest thing about a community show is not always having to rely on like a TGE event or anything, just figuring out who these guys are, even when, you know, maybe they're a little quieter and they're in between big announcements.
Yeah, great call out. And yes, Clippers are coming.
We actually had a shout out to Blue and Boo.
Apparently, if your name starts with a B,
you're set up for to become a Coffee with Captain Clipper.
If there's anyone else that's interested in Clipping,
there's a few things we want to get buttoned up.
StreamYard actually does a really good job of their auto-clips.
Auto-populated clips are really good.
We're just working through what's the best way to give access to those clips without giving full carte blanche access to our StreamYard, which we can't do.
So working through some logistics there, and then we will hopefully start flooding the stream with clips.
You've noticed I've been shooting a few more out.
My goal is to get at least one clip a day myself.
And yeah, I would love to have more clips out there.
I think that's one of the things that
I think we have good conversation on the show,
not just myself,
but I think the community is pretty big brain
and a lot of good takes.
We don't do the best job of repurposing that data,
not just on X, but all other platforms.
And I think that's probably one of our biggest opportunities. We look at the show and moving
forward and growing the show and getting more eyeballs is simply repurposing a lot of the
great content, a lot of the great takes that take place here, getting it out there for those that
can't or don't tune in at 8 a.m. Eastern time. Go ahead, Jack.
Yeah, I was going to say, I think creative segments also, you know, I think I've seen a lot of people
talk about clipping recently, obviously info 5e and dead, that seems to be the next place
that general people go into as well. But the quality on the timeline is so, so different.
Like it's so varied. I think a lot of people don't know where to start how to start
and then the algo as well i think it you know when you mentioned trying to get a clip out a day
like i think that's something that i struggle with is how how many clips could you post in a day
without impacting the previous clip and the algo seems to suggest at least from you know the github
upload and make being made public that yes it will like it's a 24-hour thing if you talk about
the same thing in 24 hours um apparently it's it starts bucketing you into only surfacing
to your followers it doesn't surface it to the same people who saw the previous clip who don't
follow you so yeah all of that stuff would be great to get into um a little bit of like a strategy for coffee with captain that helps you
know any any creator would be cool yeah i uh great call out i agree and also the reason due to how
the algo is working now where it's just a lot better to have a an army of clippers as opposed
to just sending those clips out ourselves. I do very much agree.
One of the things I wanted to cover, I thought it was pretty cool.
Gary got me thinking, as he mentioned, as he mentioned, as he mentioned ENS.
Not ENS, but it's just where my brain went.
It's actually not Etherscan.
It is a third party, but they they at least i believe it's a
third party uh but they got a feature live on ether scan it's powered by drop spot and for all
those that you that are tuning in for moonbirds the update we will i don't think the claim is
live yet still but the it is live for trading uh i guess if you're a binance alpha staker you
could claim and sold uh we will certainly hit on that as well.
But here is the Etherscan post I was referencing.
I've not even checked this out myself, but I thought, oh, this is cool.
This would have been really helpful in 21-22.
But this is powered by Dropspots.
It's native on Etherscan now.
And basically, you're unclaimed airdrops.
You can go see this quick video if you're looking in. I'll pin this up top in a sec.
You just go to your Etherscan, drop your wallet, if you, excuse me, search your wallet,
and then scroll to the bottom right, you'll see cards. And that card shows you multi-chain
airdrop finder. The example here in the video, five airdrops worth like two grand.
So nice little added feature there on Etherscan. And this is my first time seeing or even hearing
about this drop spot, but pretty cool feature if you're like me. Sometimes I just procrastinate
and miss a deadline. Oftentimes though, when things are busy, just not aware, or maybe, you know, it wasn't, it wasn't a protocol that I actively
farm, but because I had wallet activity or my X account, I would have been eligible for an airdrop
and, um, uh, I, I missed out on. So do, do, do what I say, not what I do. And, um, last but not least, uh, just because there's a few people commenting, I saw opportunist over there as well as Chris Voigt is took it took a celebratory victory lap at the gym this morning. It was a ghost town. So 27 days, the resolutioners lasted January 28th was the day that maybe that was it might have something to do with being a little colder outside the day,
but went from usually pretty packed, even pre 5 a.m.
It's a 24-hour gym at least five, six days a week.
And this morning, I was like one of like six people in there at about 4.45.
So I was grateful for that.
Like I like I go part of the benefit of going early is the not having crowded gyms
and not having to wait for machines and whatnot.
But anyways, I digress.
On to big news of the day.
We're going to talk, Burb.
There might be a few other headlines we get into.
Sounds like there's probably going to be some geopolitical tensions here in the very near future that will probably send markets in both directions, possibly aggressively.
But we will punt that till tomorrow, maybe later.
Here's what we're going to talk about on the burb front.
First of all, let me show you the chart.
It looks great right now.
And I actually, whereas I think I said I was planning to short this thing,
I'm not going to touch a short today.
Maybe I'll reconsider later. But because of how they're doing this airdrop, because of the 12 month or 24 month vesting for holders, I and knowing Spencer's connections and understands the game pretty well.
pretty well. I could see this thing going up for a bit. There's just, there's no, I mean,
very few sellers is just like the, the holders are going to get one 24th of their,
hold on a second. I don't know what I was doing this morning. Good thing I
like, I don't know, 26 minutes in realized I've got overhead light on instead of the proper
lighting. So my bad, I'll go flip the switch off once I get it to Jack. It's currently at an $81 million market cap, although fully diluted. That checks
in about $282 million, which is on the higher end of where Polymarket said. Actually, if you think
these numbers hold, and I do, maybe this is instead of short. I might actually did not have this on my bingo card.
But right now, one day after launch, so I'm guessing, I don't know what time they're going to use. Make sure you read the details here. This is Polymarket. There's 600,000 of volume on it.
It only shows a 34% chance of being over 200 million. Right now it's at 282. So looking good on that front,
only a 10% chance that it goes,
that it stays north of 300 million.
I think it's in the range of outcomes
that today the claim goes live.
You see some people dump,
but there's just not that many,
there's just not much,
not many tokens in supply.
And I think that they likely have good market makers.
And I don't know this.
I don't know who the market makers are, but I fully expect,
I'm trying to choose my words properly here because it's not crime.
It's not a scam, but they will,
they're gonna play chart games. I fully expect it.
In fact, I would be shocked if they don't.
And therefore I could see this thing
keep going up for a while.
Now, how long can they hold it?
I don't know.
24 months of sell pressure from token claimers
is a long time.
And I don't love it for the NFT holders. I hold one mythic. So it's like,
whatever, I'm going to claim it. Probably not going to sell today.
Often it's like three days after TGE is, I think on average, kind of the picotop before the sell-off
begins. I think this one probably runs a little bit longer. Actually, I think we'll get into tokenomics here in a second. I think
tokenomics and the vesting, I think it's bad for NFT holders. I think it's really good for token
holders. And the other thing I shared this morning was my biggest takeaway from all this,
my biggest takeaway from the tokenomics and the timeline is this is signaling a shift from NFTs being at the core of the ecosystem to Burb being at the core of the ecosystem.
I foresee Spencer and Orange Cap Games, I foresee Moonbirds driving more value accrual to Burb than the token than the nfts going forward
similar not not too dissimilar from rect and rect guy nfts now rect guy nfts they got equity in the
company they got big token allocation but today and moving forward most most of the focus from OSF and the team, they talk about REC, the token.
They talk about, it's their brand coin.
Most of what they talk about, most of what they draw attention, drive attention to, and attempt to drive value back, whether it be by token buybacks or whatnot.
It's token-based, not NFT-based.
I get it.
I get it from an investor standpoint.
I get it from a team standpoint.
If I was in their shoes, I'd probably do the same thing.
I think it's better.
These have already launched, except for REC, but Moonbird already has multiple secondary
collections.
It's not like they can launch more secondary collections.
It's just as you are looking to grow, if you're looking to grow a brand that reaches
more people than a few thousand individuals in NFTs, I think you're
much better off doing that with a fungible token as opposed to an NFT. It's just the entry point,
there's far less friction, just far easier. And oh, by the way, the team is not sitting on
thousands of NFTs. They're going to be sitting on 25% of the token supply.
So for many, many reasons,
there's just, when you talk about alignment,
I think this is like, as I,
it makes sense thinking about it now,
but if you look at native tokens versus strategy tokens,
and for my brain, strategy tokens,
those brands that went that route,
they're putting the NFTs at the top of
the pedestal as far as focus, value accrual, et cetera. Native tokens, not all, most though,
if they launch their own token, their own fungible token, that becomes the top of the pedestal,
well, far above and beyond the NFTs. I get it. I don't like it as a NFT fan. And I don't know where now, while I say I don't
know where the NFT goes, if they do drive value accrued a burb, if they do have other activations
and sinks and reasons to buy the token, it will support the NFTs because of, you know, at least
for 24 months, because it's a slow drip. There's tokens every month they're going to get a claim.
And if token price goes from,
let's say it goes hypothetically
from a 292 million fully diluted value
to 2.8 billion,
now all of a sudden those NFTs
become a lot more valuable
because they're a proxy for the token,
at least for the next two years.
So I get it.
I get it from a strategy standpoint.
I don't love it,
but Jack, thoughts on, I'll show the tokenomics chart here in a second if those missed it. I'll also, I think I might already pin that up top. If not, I'll go grab it. But what was your initial gut thoughts if you had a chance to think much about both the tokenomics and how they're going about this TG?
yeah look i'm with you cap i think realistically the holders almost don't need to worry about
the concerns that spencer has with his you know with how he's thinking about how much focus is
going to go into the nft if every month they get dropped the same percentage of the token
so as long as their focus is on the token,
it's kind of on the value of the NFT.
Even if NFT holders don't like it,
they're always going to be able to exit
with essentially some sort of math being done
on the value of the token itself.
I think the way Spencer has, you know,
the TCG, the cards, the business model that they have and obviously
with the interview that i've had with him that the business is in a very very good position
they are competitive with the biggest tcgs on the planet right now they're held in some of the
biggest trading card uh game stores by the way tcg for those i'm sorry if i'm talking i hate it when
people do that in crypto so i definitely shouldn't do it in cards um they they're basically in every
store you would want them to be in they're in like the biggest competitions in the world some
of their sales are comparable to first edition charizards from the pokemon collection so for me
just the way you're
thinking about rect is how i'm thinking about moonbirds it's like okay the it is the token
the focus is the token the difference between rect and the moonbirds collection is that the
nft collection for moonbirds is directly correlated to the success of the token rex doesn't seem to be that
way like you had to hold the nft at the time for equity you have to now hold the token as the nft
so those prices don't match like if rex goes up in volume and price doesn't necessarily always
impact the nft in the same way it almost definitely will with the moonbird side so if they can run a competitive
business which they are already doing they already have revenue they made millions from the first
moonbirds drop whatever it was um so yeah yeah i i think spencer's a very smart guy i think the
business will do well and therefore the holders will do well do and therefore the holders will do well. Do I like the idea of, okay, we drop an NFT,
then regardless of how long later,
eventually it all just becomes about the token when we drop the token?
No, I think we need to look at royalties,
and we need to look at equity alignment the way that REC did.
So yeah, we can dive further into that.
I apologize if I sound a bit scrambled.
My puppy just decided to wee and vomit at the same time.
So a little distracted.
Oof, that's the perils of puppy ownership,
but well worth it.
Just got to get through those early years.
Kind of like toddlers, kind of like kids.
Joey would know a thing or two
about having some kiddos running around.
Joey, GM, welcome to the stage stage what brought you up this morning yeah i uh jack i love you man but
comparing a twelve thousand dollar vibes tcg sale which is which i believe is the highest
sale they've ever had to a 550 000 like sale of a Charizard card is kind of crazy.
Like I commend them for what they've done with Vibes TCG, but they are nowhere near
competing with the Pokemons, the One Piece, the Magic the Gatherings.
Like they're so, I mean, listen, they're not even a year old. Maybe they're a year mean and listen they're not even a year old maybe they're
a year old maybe they're a year old so like that's that's the timeline standpoint like where was
where was pokemon one year in where was you know all these other magic where were they a year but
it was a different but remember we're in a different it's a different world though right
like pokemon launched in 1999 they didn't have social media. They didn't have the internet. They didn't have like the ability, like it was, we were lit, like we were
as kids, we were buying Pokemon cards because we wanted to like play the actual game, right? Like
today, what we know about collecting TCG is very different than what we did in 1999. I'm not saying that Vibes,
they're not doing an incredible job. They are. I told the story the other day of how I walked
into a card shop looking to purchase some cards and I saw a stack of the Legend of the Lills boxes,
which I thought was incredible. And this is a small little shop in Davie, Florida,
getting ready to sell them. But it's a little early to say that they're competing with
the biggest TCG IPs in the world and they have these monster sales what specifically mentioning
the first edition Charizard which I think its record sale is 550,000 and the largest Vibe sale
Vibe's TCG graded card sale I think was like like 12,000. So I think we just need to-
Wait, Joey, if you're going to call me directly out, I'll just say, no, the normal sales of a
first edition are around that 12,000, Marco. At least that's what Spencer told me in the interview.
Yes, the Prime PSA 10 Charizard, which is like a couple of them on the planet,
sells for that much. But the idea that that doesn't correlate to the thing that I've just said
for the audience is misleading.
We have a PSA for Charizard at BZ right now.
It's worth 10K.
So I just think we need to understand that, again,
I'm not saying they're not doing an incredible job.
They are. I'm rooting for them. But they're a long, long, long, long way away from being talked about in the same conversation as the Pokemons, the One Piece, the Magic the Gatherings. That's all I'm saying. Spencer can say whatever he wants.
right like the numbers are the numbers so I just want to make sure we're not
we're not because it's like the same thing when we say like oh this is the
next I know it's become a meme now but everybody like oh this is the next board
a jump in now they're gonna go to a hundred ETH right like vibes has a long
way to go and it's incredible what they're doing but they're not they're
like a sliver of a sliver of the TCG market right now.
Can I come back on that cap, or do you want to come in first?
Go for it, come back, and then, Joey, you can respond to Jack.
I'm going to go refill the coffee before β gives me like 60 seconds of air cover before our guest joins.
By the way, FDV just crossed over 300 million, 304 million right now.
Proceed with caution. Just keep in mind,
the claim is not open. Now, it's only 1 24th of the amount of tokens they're going to be able to claim, but there's likely going to be some sellers once the claim goes live. Right now,
it's only Binance Alpha we're able to claim before everyone else, before the SBTs, before
the holders. I don't understand that. I understand why they would make the token go live before the claim goes live because
again there's no there's no dumpers other than you know the binance alpha folks uh we also got
a candle now it's 310 so uh yes respond and then the two of you can go back and forth give me like
60 seconds and we'll be right back yeah look, look, I think what Joey is saying on math is completely fair.
Like Pokemon is the most valuable IP on the planet, I think.
You know, it dwarfs what Marvel have done.
It dwarfs what everything is doing.
But then there are different avenues for this.
Same with Magic the Gathering, by the way.
You know, I think Magic the Gathering cards outperformed the smp in orders of magnitude for like the past couple of decades um and that's
because they're their original card set so if anybody did like it's a it's a wavy clarification
to think if anyone was like oh jack's saying they're worth billions i i hope you didn't think
that but no that is not what i'm saying but But what I am saying is Spencer's understanding of these markets and how to enter these markets is proven at this point definitively. They are making millions of revenue, of actual product market fit revenue. are in the biggest competitions in the world. And although TCGs are, you know,
like when we talk about some of the different biggest TCGs right now,
there are only a handful that actually go into the competitive circuits well.
You know, Yu-Gi-Oh! apparently doesn't do it very well.
It's like a one or two turn-based game.
And Pokemon, notoriously, is a terrible card game.
The new version apparently is
much better but you can't you know you're not being there's not a competitive circuit think EA
sports for TCG games and when you get to that level there is appetite for it but there's actually
not a ton of card games that play the strategy well Spencer is an expert when it comes to this. He's been basically trading
Magic the Gathering for years. He came into the NFT space with that knowledge and was one of the
most profitable. I know, I know, Lilo, I know. He was one of the most profitable traders in NFTs
that there was. He was like one of the only funds that was managed where it didn't just
immediately go to zero when the market started
to so yeah there's very very different things we're talking about when i reference pokemon
or i reference magic the gathering it is based on his understanding and trading of the market
and looking at what that will do on a long enough time horizon but the same way when we talk about
wrecked and red bull i am not saying Rekt is competing
with Red Bull right now. I'm saying when you look at the single first year of operations,
they have a similar sales path. And if you extrapolate that to the energy drink market
more broadly, that seems like a winning formula if you believe OSF has the ability to do it.
I'm saying the same thing about Spencer. I'm saying that he also
definitely has an ability to execute in this market. And if anything, has 50 times the experience
OSF does in the energy drink and the soft drink market. OSF did this as a pivot because he wanted
to bring value to the brand. He's incredibly intelligent and he's doing a fantastic job.
But Spencer has been trading Magic the Gathering
and trading card games since he was like 10 years old
and has been doing it profitably for that amount of time.
So that's the clarification I want to throw in.
I actually didn't know this.
While you were talking, I looked it up.
So Yu-Gi-Oh! is actually the second biggest TCG behind Pokemon.
So it's like Pokemon, Yu-Gi masters one piece and then you've got like the magic the gathering disney lorkana
stuff like that i honestly thought magic the gathering would be up there but yugioh is number
two um but yugioh is what i don't even know what y-Gi-Oh is. Yu-Gi-Oh is, it's a trading card game.
It's a turn-based collectible trading card game.
Like anime?
What's the, like.
Yeah, it's Japanese.
It's anime.
I've never played it, so I couldn't tell you, like, how it plays.
played it so i couldn't tell you like how it plays um but to your point jack i think all of
this is and yes their team is full of world champion magic the gathering players like his
their that's how these guys met that's that's their that's how they came together and but my
and this is a great conversation but how does this relate to Bird? Right? So, like, we're talking about Vibes TCG, and we're talking about Orange Cap Games, right?
Which, to this point, I don't believe Orange Cap Games has done anything with Moonbirds and Bird.
Unless the vinyl figurines were, like, an Orange Cap Games thing.
I don't know. Like in the war room yesterday,
somebody said that his vision is like,
be the next Pop Mart, right?
For those that don't know what Pop Mart is,
Pop Mart are like, think of like the Labubus, right?
Pop Mart are vinyl, vinyls, little stuffed animals, right?
Like these things that you put on your backpack
and they have other stuff
too, but they're like a, Pop Mart is like a, um, like a, uh, pop culture, like cool collectible
things. Right. And he, and he said that that's what he believed based on the conversations he's
heard with Spencer is that that's their goals to be a pop mart. I would like to, so,
so this conversation about TC, vibes, TCG and collectibles is great, but that has nothing to do with BIRB and Moonbirds right now. Maybe they launch a trading card game for Moonbirds at some
point, maybe, but right now we're having two, we're having a conversation about two separate
companies. So unless I missed it where you know
brands it's like moonbirds are they are owned by orange cap games like the same
covers is owned by orange cap capital
orange remember he changed he changed their company their contract
look look i mean their contract says orange Games, like right on the contract, it says buy Orange Cap Games or that you can see it's just on OpenSea.
The the owner of the contract, presumably royalties and things that would come with it is Orange Cap Games.
At the end of the day, it's it's the same parent company, whether it's Orange Cap Capital, Orange Cap Games, same people.
Spencer's calling the shots. And I do think I think this is the biggest question.
Like, what do they actually do with the Moonbirds brand?
What do they actually do with the token?
There is a Burb Games we'll talk about here in a second.
We also got about 15 minutes.
So a few other things I want to make sure we highlight before we bring our guests on here.
I will say this, the polymarket is moving up pretty quickly as the token continues
to come out of the gate strong. Now, 33% of chance being over 300 million, 11% chance now of being
over 400 million, and even a 10% chance of it being over 600 million tomorrow. It's currently
around, there was a little sell-off just dropped down to 3, it's lagging a little bit, 311, 310 FTV. But again,
I don't believe the claim is live yet. So take all this with a grain of salt until those sellers
enter the room. Go ahead, Jack. Yeah, look, I think just, again, this is knowledge that I have
from an interview that hasn't even been launched yet. So this is not me coming for Joey or UCAP.
interview that hasn't even been launched yet so this is not me coming for joey or ucap um but
essentially the whole reason to my knowledge from the interview and i'm uploading the interview
right now guys so if you want to you know you don't have to interpret my words you can just go
watch the interview for yourselves really really soon um and i've time stamped it as well so i'm
not plugging watching the whole thing like there is a section right at the end where we talk about this and you can just go straight to the time
stamp from the upload but the idea and the reason they acquired moonbirds was because the biggest
success they had with vibes was over the pudgy ip and what they realized is there's only so many
orders of magnitude that you can see upside if you are connected to an IP
that you do not own. So that's why they acquired that IP. So to my knowledge, the idea that they
won't heavily inject that IP into upcoming TCGs, I think he basically states as much during the
interview. So people go watch it like i had this
interview during basil i'm probably i have watched it a couple of times through edit so
i think my memory is fairly right on this but you know do your own research spencer can obviously
speak to this a lot better than i can um but yes when i'm talking about the correlation there's
there's a real reason for that and it's just from the interview that i had with him a month and a half ago if you know if the whole point of the acquisition then becomes right now we own
the ip to connect to this in a way that we didn't own pudgies then yeah you've got to assume that's
where all their focus is going to go moving forward um at least for the next iteration of
tcg but i think joe is still right on the potmart side. I don't think Moonbirds is the be-all and end-all of the IP
that they're going to look for.
But I do think, you know, in terms of token appreciation
and those sort of things, it will be correlated for at least some time.
It is a better question to ask, though.
Like, will there be an Orange Cap game token at some point?
Will there be something that actually correlates more
to the broader success of the business than just the babe success is that babe success more correlated than to just
moonbirds and whatever they do to grow that ip that's a great question that i don't know the
answer to yeah it's it's uh i don't even think about orange cap games token that would be
interesting as well uh i will say this the while the the token burb has come out
of the gate strong the nfts remain down 35 on the day it did i think it dipped to like in the 0.8
0.9 overnight it's back up to like 1.13 uh not moving much on the uh on the token launch but
we'll we'll keep an eye on that today as well uh the other thing did you see burb
launched on three other dexes as well yep yep live on a lot of dexes uh i still curious the decision
to give it the binance alpha people first dibs at it first crack it claiming selling and and the
amount they got kind of where they're launching on Solana.
I'm not knocking it.
It's working.
It's just the, I'm curious as to, you know, launching on Solana.
They did all the SBTs on Solana.
And then at the end of the day, it's Binance Alpha folks got to eat first and no vesting.
And no vesting.
And I think it's about half the amount of an OG burb, like a big burb, gets in token allocation today.
Now, it's a one-time thing for the Binance Alpha folks, whereas the NFTs are going to get tokens for the next 24 months.
But the first month is about 4% of their allocation they'll get.
And that amount is only about double what someone on Binance Alpha is getting today.
Go ahead, Jack. And then one other thing i wanted to hit on here related to stg
yeah just really quickly on you know why he's done that from a strategy standpoint it seems to be
working right like you know i don't know you talked about manipulation i don't want to you know
speculate to that for the better word because it's yes orchestrate yeah orchestration
strategy but essentially if you gave holders first crack at this and we have seen the timeline and
the sentiment around this the idea that it could have built the pressure that it's currently
building and have the upside that it's currently showing i think holders needed
to see that this thing could be a 300 million fdv i think they needed to see that visually
before they they could speculate on it um and i think that's what he's done i'm sorry the puppy
is going nuts here all good all good but that is actually a great take. It's going there first.
Again, it's orchestrating a better launch strategically where there's not going to be a massive sell-off at launch now.
Brace yourselves. That could come soon. But as far as I know, no holders or SBTs have been able to claim or sell yet.
We haven't seen a lot of comms around that yet. I mean, again, part of this was the strategy. It's all pretty close for all the planning they did have. It was like, we got news 22 hours ago about tokenomics, about all this, and then it's live and we're still like, I don't even know if we know yet, does an oddity get the same allocation as a mythic?
That's my assumption, but I don't know if that's been been clarified.
But the one other thing I wanted to get a little discussion around before we bring our guests up here is.
And I've stopped asking for the assistance on spaces, but since we do have a guest today and because of the tough, tough day on a TGG drop,
we're taking over the headlines.
A few other competing spaces this morning.
Any love on the audio spaces
would be greatly appreciated.
Those likes repost bookmarks,
they do go a long way to warm the alcohol up
and let everyone know we're here.
And if you haven't yet given us some love,
we see you all out there.
It would be greatly appreciated.
But here's the other one thing
I wanted to get some feedback on, some thoughts uh garga uh quote tweeted uh the the
nesting announcement yesterday as again if you if you missed it there's basically 24 months
of staking on the 28th each month for the next 24 months nested nfts will get a claim 1 24th of
the respective allocations if you nest for only part of the month uh up to your monthly claim on the 28th you get a pro rata for that amount uh no need
to rush all nfts who nest in the first seven days are treated as if they've been nesting for the
full month so you will have some time but you'll need nest and then um so garga supported this as
you know they moved pretty quickly there's others that have been you only acquired it seven months
ago there's others that have teased tokens or talked about tokens, Pump, that still haven't done an airdrop yet.
And my question to Garga was on, because he mentioned alignment.
I said, so regarding alignment, what's your take on why more teams haven't moved to royalty-protected contracts?
Good vibes clubs on pace generate more than $2 million in royalties in their first year
and continually reinvest a large percent of those back into the ecosystem, the community.
Even a small collection like Quirky's has generated 37 grand in the past month. Top performing MTE by floor price this year are almost exclusively those
with protective royalties. Not only do these royalties help support the brand building in
the ecosystem, they seemingly mitigate against farmers and short-term flippers. I get provenance
and I wouldn't want to migrate my APFP, but other than that, it's the only one I care about. I would
gladly support others moving to a migrated contract,
to which Gargert replied, and this got some action.
He says, I think more teams should move to royalty-protected contracts.
Chimper's announced their migration a week ago.
Half their NFTs have migrated.
Very impressive, to be honest, and heartening.
I think higher value NFT collections see more risk
in trying to mandate this, though,
and it helps to have a sizable carrot to incentivize.
I'll read that again.
I think higher value NFT collections see more risk in trying to mandate this, though, and it helps to have a sizable carrot to incentivize.
Having always felt that the best time to do this would be a token airdrop, like if Moonbird holders were able to claim their full burb aloe on day one but to do so they would have to move to a royalty and force contract as part of the claim
could even make part of royalties going back to buying the native token since trading happens on
ethan nominated ethan not the native token it's exactly where i was going with it i 100% agreed
with him tge seems like the perfect time slash carrot to do this the upfront aloe would get the
majority to migrate even a 50% insta vest would probably get a good portion to migrate. And to his point, the post dump or post the dump
post claim equals royalties that would be earned that via token buyback could offset the sell
pressure. I, maybe he still does this. Maybe, maybe this is, it just hasn't been announced yet.
And maybe there's going to be an option to migrate to a royalty protected contract.
And if you do, you can, you can, instead of 24 months, you might be able to invest in 12 months.
I don't know, I'm making this up.
It does seem like an incredible carrot.
I'm surprised they haven't dangled this as an option yet.
Maybe they don't.
Maybe they're fine not earning those royalties and they just, they embrace it is what it is.
And as they shift their focus towards driving attention, focus, and mindshare to the fungible token over the NFTs, maybe they're
just fine with not earning royalties. This is pure speculation. I have no inside knowledge. I
have no insight. I'm making this up. I think this is also foreshadowing a migration for some new
assets. They already did it with other deeds.
So CODAs, other deeds, they're already on a new royalty protected contract.
We saw heavy metals, I know not owned by Yuga, but adjacent to the ecosystem.
They recently did that and the floors responded very well.
We've had foreshadowing that there is going to be a token for other side.
You can earn XP in there.
It's quote unquote points farming.
Dort says he would
migrate his ape in an instant. Provenance only matters for fine art, in my opinion, like punks.
Long-term sustainability greater than provenance for everything else. I agree. I hear you. Mine,
it's a me thing. Mine, it's just because it's part of my journey here. I minted this thing
and I've rocked it as my PFP ever since. So for me, had I traded around and I bought my Forever Ape last year, I wouldn't care if it migrated.
This is just, and I know it's silly.
I know it's dumb.
I know it's, I shouldn't have any sort of emotional attachment to what the blockchain shows in my asset.
It's dumb.
I just, it would take a big carrot for me to want to migrate this specific ape.
My mutant though, don't care.
Everything else, don't care.
And yes, why is it so important to me?
It's just part of my journey.
And that's it.
But I think most people probably wouldn't care.
And if there's going to be another token drop that's somehow related to other side, and oh, by the way, if you want your claim instantly, if you want to participate, you've got to migrate to the new royalty protected contract. I think we see that. Actually, based on his response and getting a brief glimpse into
Garga's brain, I'm going to go on record today, January 28, 2026. I'll be shocked if Yuga doesn't
give some sort of carrot at some point. Maybe it's not
this year, maybe it's not next year, but I think at some point
and I think it probably will be this year, we will
see a
new contract for
most, if not all, the Yuga assets
to move to a royalty-in-force contract
and with that will be some sort of carrot,
some sort of token, some sort of TGE.
I don't know what it is. Again, I'm making this up. It's all just coming to be
in real time. What if the big carrot was an incredible uptick in floor
price? And yeah, that is, while I'm not looking to sell this ape, I do think everyone talks about,
oh, royalty enforced contracts so the brand can make more money. Yeah, that's true. But I think
equally, as important as, and if they can reinvest those royalties back into the ecosystem, does that
have a positive impact on floor? Yeah, it does. It can.
I think probably just as powerful is when you enforce royalties, it's a great mitigator of keeping farmers and short-term flippers out of the ecosystem.
Someone who's coming in for a short-term flip, someone who's farming, they're not going to farm something with a 3%, 4%, 5%, 10% royalty that eats up their margins and they're operating on lean margins.
So it breaks their model. And I do believe this has a lot to do with the success that you've seen
as it relates to floorplies with things like Good Vibes Club and Chimpers Now and Quirkies.
It's yes, the strategy token and that alignment, as I mentioned earlier, I do think that puts the
NFT at the top of the pedestal in terms of those ecosystems, as opposed to where often the fungible token becomes on the pedestal because the team benefits more.
The team is not, I'm not generating royalties, but we're sitting on 25% of this token supply.
Oh, this is our, this is our wrecked marketing budget.
It's far more important to wreck drinks, to wreck brands, that entire ecosystem.
If the wrecked token goes up and accrues value, goes up in price, then it does,
they don't stand to gain anything if the NFT goes up in floor price. So I get it. I get it.
I just think this is, yeah, I do. I think we're going to see, I think we're going to see a
opportunity to migrate your Yuga assets to a new contract. And with that, you're going to get some sort of perks.
It'll be some sort of carrot there.
It could be incredible stuff for the club.
Clubhouse, I just seen the numbers
and seen what Good Vibes Clubs has done.
Again, almost $2 million in the past year.
It's shocking to me we haven't seen more make the move.
And to hear Garga say that in public,
like he supports it and thinks the carrot's good i think we uh i think we'll see it go ahead let's go let's
go jack uh then joey and then we'll get gary in here go ahead john i think joey's hand was up
there so throw over to joey joey it's all you i actually was gonna ask because i'm i'm on desktop
and i'm getting ready to leave the house. Two questions for you, Cap. Number one, what happens when you,
or because I don't know the answer to this,
maybe you might,
but what happens like for chimpers
if only 50% migrate and the other 50% don't,
do they now have two collections,
one with royalties and one without,
or like what happens with that?
Good question. I mean, yeah, theoretically, at least for a period of time, there would be,
I mean, that's how it is with other deeds today. There's a old contract, there's a new contract.
I think like utility and stuff would probably only be the new one and the old one just sits
there and it's on chain art or it's your,
you know, you've got it there.
Yeah. So they, so they can't,
so essentially half their collection just,
just because there's no way from the old contracts,
I don't believe there's a way to force a migration. So if it's not done electively,
then they just sit on that old contract.
Yep.
Okay. Second question.
So you talked about it briefly regarding your ape and, you know, for you, because it represents your journey and the
provenance and whatever. I've never understood the idea of like, you know, cause apes are,
apes always come up as like, no, you can't migrate them. Right. Like it's, it's the provenance,
you can't migrate them. Right. Like it's, it's the provenance. They're the original, whatever.
Out like, what is the, like, is there an actual, like why, right? Like, why is it so important to
you that it, that the blockchain shows that you bought this ape on a specific date for a specific
amount of money? Or is it just emotional? Because like, it's silly, emotional and I'm a collector
and it means something to me
I know it doesn't mean it's not gonna mean anything to anyone else that I go sell I get
that I fully get it's it's it's an emotional non-financial decision but I'm a collector I is
it is part of my it is part of my journey and it's you know it means nothing I agree with you
it's silly and at the end of the day, if there was a big carrot.
Now, if there's no carrot, I'm not moving.
I guess that's my point.
If there's no carrot, if there's no reason for me to move to a road to protect a contract,
I'm not moving it.
A, I'm not selling it.
So it's, why do I care?
But if there's a carrot, now I'll say, okay, I need to do this.
Otherwise, I'm leaving money on the table.
If there was a way for them to, like, if there was a way for it to migrate, but then you
got some type of like SBT or something that still showed like the original in a way, would
that make a difference or it still wouldn't matter?
No, there's ways.
I don't want to go too deep on this because we are gonna i've alluded a couple
times to an upcoming sponsor that we're excited to air no no all good um but there are ways there
are ways to to do what you just described and i don't think this will be the last time we talk
about migrating to new contracts and having options and and not having to burn or get rid of
your your original nft uh uh dort did say i wasn't
where this the chimpers are in the old collection disappeared and they're untradeable so it's just
a placeholder card image so there's there's several different paths to do this i'm not saying there's
one right or wrong but i i my the point being is royalties are back and some people think that's β like I actually was talking β I think it was Ben who was a founder of Killebears.
He's like, oh, traders hate royalties, and that drives them out of the collection.
He didn't use the word trade, but I go, I respectfully disagree.
I think, yeah, they were for a while because everyone was flipping.
I go, most of those that are short-term flipping, most of them move on to memes or perps. I don't, or they're just farming. Like, do you want someone who's farming an NFT marketplace point to place to, like, do you want those people in your community, your collection? Because they don't get in your community or ecosystem. They just buy a bunch of assets and then they dump them in it. It drives the momentum south. So, yeah, I think we're going to see a lot more of this.
And I think it's healthy.
I think it's healthy for all.
I think it's a win-win-win.
I think it's healthy for the brand.
It's generating more revenue, more royalties.
I think it's healthy for the holders.
It's creating β it just shows much more alignment.
And I've been beating the royalty drum for a while but
i do think it was part of what made helped create the nft mania i think it's part of what brought
artists creators and builders into the space was the idea of secondary royalties they should not
rely solely on royalties let me be clear they need other real streams of revenue they don't need
they need other real businesses but royalties can be a big help, and we're
seeing that. We're seeing the success. I think it's bigger
than just royalties and the revenue. It's also
keeping those that
don't care about the brand,
they don't care about the ecosystem, the holders,
they're just looking at it as a financial
asset they can trade in the short term.
I don't think NFTs were ever meant to be traded
at high velocity, at extreme volumes
be a flipper's delight.
So anyways, great conversation this morning.
Really enjoyed it.
Quick update before we bring our guest on here.
Token did pull back a little bit.
It's at 293 FDV currently, 83 million.
I still don't believe we've seen the actual claim go live yet.
If we do that, if someone could drop that in the chat or ping me, let me know.
We'll pin it up top.
Proceed with caution today.
Don't rush into anything.
Make sure you get the correct contract.
If you're buying anything, if you're claiming anything, please, please, please only click
links from the official account.
Don't get wrecked today.
We do have a guest waiting in the wings.
So let's go.
Jack, for a quick response, get gary in here and then we are going to uh bring up ai tv and start talking all things ai
streaming go ahead jack awesome stuff well look i just wanted to highlight that the podcast is now
live um it's been a stressful week trying to get this thing launched i had two other podcasts i was
working on um prior to this one.
And then they announced their TGE.
I was like, ah, great.
Of course it was the one podcast that I haven't edited yet.
Worth rushing that to press today.
Well timed, even if it was a little bit of a scramble.
And yeah, well done.
I will check out Burr after the show.
And Gary, go ahead and get in here with a quick one, and then we're going to shift over to AITV.
Hey, GM, GM, everybody.
Such a good conversation.
I really want to explore this more.
But hey, I just wanted to give a Web3 public service announcement, if you guys don't mind.
And Adam, if you know anyone named Adam, any whales in our space named Adam, Adam.Eth is coming down in premium.
So it was last purchased for 2.5 ETH.
But the person that owned it, I don't know what happened to them, but they let it expire.
And so once you let a name expire in ENS, this is like a hundred thousand year system.
So the names need to circulate back into the mint pool.
And the name starts at like a hundred million dollars, but over like three or four weeks, the name goes back down to whatever its base price is.
And so there's nine days left on Adam.eth.
And let's see here what's going to happen.
It's going to go from 15 ETH where it is now about, and it's going to go down to $160 a year.
And only one person can own Adam.ETH,
and then they could do subdomains, whatever they want.
You could also put .com and .xyz on the blockchain,
but the .ETH is decentralized, and we would be remissed.
This could be a good segment.
Hey, did you know this premium name is about to become available?
Because not enough people know, right?
Like who knew?
Nobody knows.
And Adam.ETH is a good one.
I wish I can get Gary.ETH, but alas.
Well, appreciate you sharing.
I just tagged the Adam, Adam Weitzman, who's been saving NFTs.
And I told him he should reach out to you if you have any questions. Good call out. Good, uh, good. If he doesn't get it,
if he doesn't get m.eth, then there's going to be two Adams. There you go. Uh, someone wants to
sell something to Adam Weitzman. Maybe you go buy Adam.eth, a kid, but in all seriousness,
if you have any questions as released, Ian S Gary is an incredible resource and he is our local ENS bull.
That said, appreciate the conversation. Really enjoyed it. I'm sure you'll hear more Moonburbs,
TGE and such all over the timeline today. You might even, I don't know, might even see an AI
streamer talking about Moonburbs, TGE today. And with that, I'm excited to bring on Jordan,
aka Jelly here on the stage on audio spaces,
as well as joining us in the video stream here
that AI TV handles also up on stage.
Shout out to our friends over at Reach
for setting up this interview.
I somehow, I had not, this had flown past me.
I had not seen AI TV popping up by time. But as soon as I shared, I'm like, yeah, flown past me. I had not seen AITV popping up all the time.
But as soon as I shared, I'm like, yeah, this sounds awesome
because it's one of those things that we've been talking about doing here on the show,
having like an AI co-host.
I want to say over a year.
Someone could go back and check the tapes if they really wanted to.
But this concept is one that immediately made sense to me.
And I just needed someone to kind of hold my hand and make it easy
as opposed to me having to go out and rig something and all that. So before we jump into
AITV and how everyone listening in can participate, whether from a creator or a viewer,
Jordan, I'd love to get a little more background on yourself, if you don't mind, and anything you're
comfortable sharing, no pressure not to put you on the spot. But we'd love just to hear a little
more about prior to AIT TV and what brought you into crypto
and ultimately what led you to launching this. GM, appreciate you joining us.
GM, yeah. What's going on? I'm going to actually
mute the X tab really quick. All right, sweet. So thanks for
having us. Yeah, this is quite a great show to be joining with the launch of
BIRV for the BIRV collection. Super exciting for the moon birds. And then yeah, like, you know, like you had said, you totally get it. We're here to help you make it easy to launch your own AI streamers, whether it's for video content, live streams do this for themselves, for their own characters,
for their own PFPs, for their own NFTs, myself personally. So I got into Web3 back in like 2018.
Before that, I was a game developer. So I started my career with software development for game
engines. And so building things like graphics and physics engines, things like that. I used to work
at Xbox. And when I joined Web3, I was really fascinated by DAOs. We founded a DAO back in 2019
called D.org. It's a developer collective. It's still running today, working for lots of great
Web3 projects, doing development work. And that was a really cool experience in building a fully on-chain organization
and actually making a functional revenue-generating DAO.
And then since then, I've been on a startup journey.
And so right now, we're doing AITV.
We've been working on it for the past year.
We launched the first version of AITV
at the beginning of 2025.
And before that, we were building agents in Web3.
So we were working on
lots of different agents, trading, predictions, social agents, things like that. You can find
all this history in our docs at docs.aitv.gg, but I won't bore you with it. And so yeah, we're
really fascinated by the intersection of agents and Web3. And AITV to us is a really cool culmination
of those things. It allows you to bring things to life.
It allows you to actually interact directly with these agents instead of just looking at a text terminal or, you know, using some web app.
You can actually see the agent live and talk to it.
And so this has become like a really cool tool for creators, for brands, for mascots.
You know, like mascot driven marketing has been a thing forever, right?
Like all of us in the NFT space, we're obsessed with it because like that is what makes the
aesthetic of an NFT collection is all the different mascots, all the different characters
that make it all unique and interesting for you to want to buy and participate.
And so we want to take all of that and we want to bring it to life.
We want to bring it to the next level, you know, using AI to drive it and making it interactive through a live stream experience. And so, yeah, like that's the long
and short of it. I love it. I love it. We're excited to dive in. I've got personally some
questions. I'm sure we'll probably get some from the audience as well. If you do have questions
for Jordan here, drop those in the chat. Feel free to throw in a request to come up on stage.
We'll do our best to get through all of them today. But if you missed it, I just pinned up this post up top as
well, a video from them a few days, a few weeks ago. And just, you know, at the highest level,
you know, launch a 24-7 AI channel in two clicks. Any Solana token gets an autonomous mascot,
react to videos, your AI watches and comments in real time,
meme review, podcast curation.
So twofold.
I think this is the thing that like, huh,
like I thought about the AI streaming standpoint. I thought about the AI clone or the AI counterpart,
but never thought about having my own agent watching videos,
watching streams, interacting.
And you think about from a brand engagement standpoint, that's where it got my, like the brain started firing like, hmm, there's
a lot more I think you could do with an AI streamer, an AI personality, portable personality
called here than I initially thought. And also multi-streaming from YouTube, Twitch, TikTok,
all these different channels simultaneously. We were just talking earlier. I think one of our biggest opportunities with the show is growing distribution beyond X,
the other channels, but also from clips and repurposing a lot of this content.
And not to speak for you or AITV, but I think all that you're building,
first of all, thanks.
Thanks from a creator standpoint, because this is stuff that is real.
Really, it's a tool that really can help the creators out there.
And can someone go do their own thing?
Sure.
It's just most creators aren't also devs or aren't going to have the background in gaming and the knowledge that you have.
And making this easy to launch something like this in a couple of clicks.
Pretty, pretty impressive.
Anything from this, you know, these bullet points here, I do want to go to the page. I don't
know if we'll go deep dive in the docs per se today, but the, the other thing that stood out,
well, I'm going to hold off before we talk about from a, from a viewer standpoint, earning as a
viewer, but anything here as I flew over kind of this roadmap teaser that you would like to expand upon or share a little more detail on?
Yeah, definitely.
Like, AI Streamers is something that has been around for the past, like, two years.
And it's becoming more popular.
And so right now on Twitch, a little fun fact is that the number one most subscribed to streamer, its name is Neurosama.
It's an AI streamer.
And it was made by a developer, Vietel.
And so that's kind of like the creme de la creme, you know, like that's what everyone's kind of aspiring to be. But to your point, you need to be a developer in order to build these things.
And so there's lots of creators who are interested in experimenting with, you know,
AI characters, you know, joining their own stream, joining their shows, making video content with them.
But there's no tool out there right now that makes it simple and easy to do so. And so that's exactly what we're building. And so more specifically, we're launching the AITV studio.
And so right now on AITV, you'll see a bunch of channels that are live and we, you know, built
these with partners. And so we've kind of handheld these partners, White Glove Experience, launching
these in the early days. And now we're commoditizing the whole process through the studio and so in just like 30 seconds
um i wish i could give you a demo today but we're we're about to you know launch that like full end
to end actually we have a call later today to kind of like uh launch the rocket it's going to be
pretty cool uh to do that internally but um in 30 seconds you know the the same time it takes going to be pretty cool to do that internally. But in 30 seconds, you know, the same time it takes you to create a custom GPT,
let's say, you can create an AI streamer.
You can just say, you know,
I want a co-host for my, you know, live stream.
I wanted to talk about these topics.
And then I guess like a final point I wanted to highlight
is that, you know, these, you know,
AI streamers can be used in many different modalities.
So they can run their own shows.
And so they can autonomously run and have their own channel.
They have access to web browsers.
And so they can actually surf the web,
look at different content, react to things, react to videos,
all with the audience.
Or you could actually have it as a co-host.
And so you can take this character,
add it to, let's say, your OBS or your Streamlabs setup,
and then you can have it join the show with you.
It's always listening.
It's always watching.
And then you can tell it, you know,
hey, I want you to respond now.
I love that.
And again, not blowing smoke, not glazing,
because we have you on the show today.
This stuff that we've talked about a long time ago.
First, it was just going to be a voice-only AI co-host. And it just wasn't quite there yet. I actually was, I would say I was wrong. I was
wrong. I was early. I thought last year, I thought 2025, I thought AI agents were going to be to
2025, like NFTs were to 2021. And I think it was just early. I think it was just like, it wasn't
quite there yet. Could you build the stuff? Yes. It just wasn't user-friendly.
It wasn't intuitive.
And it was just there was a lag.
It just wasn't quite there yet.
But co-host makes a lot of sense to me.
One question for you, though, if we're just talking not the co-host, but the AI host or the AI agent, where, I guess, can you help us,
and I'm not trying to pry on anything that's proprietary,
you're not wanting to share necessarily with the audience today,
but from a, where are they learning from?
Like, is it, even as far as like their voice,
can you train it on your own voice?
Or are they learning from like your speaking style?
Is it some other, like, can you help us understand,
like, how does this agent learn and know what to say when it some other, like, can you help us understand, like, how is this,
how does this agent learn and know what to say when it's responding, whether it's they're hosting
their own show or it's a co-host? Where, what is the learning engine behind it? If you're,
if you're able to. Yeah. Yeah. So totally happy to share all the details. You know, we're an open
book because we're very much building in public. And so first off, where is it learning from? Like,
what does it know, you know, its interests it learning from? Like, what does it know,
you know, its interests, what its preferences are, what its personality is. So we've built a pretty
robust personality definition system for the agent. And so you can codify things in there,
like, you know, your speech cadence is like this, you like to use these sorts of words, or you don't
use these sorts of words. And we've made that process really simple to
build out and customize through just like a prompt driven interface in the studio.
And so you'll be able to just say in text, I want a co-host that is fascinated with the NFT market
and it keeps up to date on the latest launches. And it actually critiques some collections that have no utility. It's a
utility maxi. And so you can just say that in text, and then our system will generate the entire
identity of the agent. You can check that out. You can customize different things. You can tweak
different things. And then when it goes live, like when it actually starts up its stream,
it's constantly learning and evolving.
So that's another really interesting piece to this is that it has memories.
So it will clock specific moments in the stream that are of key importance and it saves that in long term memory.
And so if you ask it tomorrow what it did yesterday, it'll know.
And then additionally, you know, per user memory.
So if I have a conversation with it as a user in the chat, it knows my name, it stores that. And so when I'm talking to it for multiple days in a row, let's say it knows me, it knows the things that I may have said in the past. And so it helps you build that sort of parasocial relationship with the streamer.
Additionally, you can specify the types of websites it uses and also teach it how to use specific websites.
So that's another key piece is that not all websites are the most, I guess, AI-friendly.
And so, for example, we have a streamer called Gecko who spends his time researching the financial markets.
And so we taught him how to use Dex Greener, taught him how to use TradingView,
being able to
efficiently navigate those interfaces
so that the stream experience
is actually smooth.
I love it. I mean, the nerd in me is,
I'm getting giddy as I hear this, because it's...
And again, I repeat, I know we've been able to
do this sort of stuff for
at least a year, if not multiple years.
It just, even for someone I'd like to consider myself pretty tech forward, it just, it was hard and wasn't ready for the masses.
And as you're describing, it's like, it's like out of box, like you're ready to go.
And if you can access the internet, click a few buttons, you can create your own AI streamer.
Not to keep going back to technical stuff,
but is it all stored in the cloud?
Do I need to host anything locally on my machine?
How is it working from a technical standpoint?
Especially when you talk about memory and all that stuff.
Yeah, for sure.
So I could talk tech all day.
That's my forte.
So I'm happy to talk about this.
First off, we handle hosting it for you.
And so that just makes it easier
because if you have your own streaming setup,
you don't necessarily need to run
another process on your computer
and be able to hook that up.
If you want to hook it up to your OBS setup,
it's just a source URL.
So you can just configure that source URL
and you can add it to your OBS.
You can enable it, set up hotkeys, all that stuff.
And then additionally, hosting it on the AI TV side makes it really simple to do multicasting. And so if you
want to stream to many different platforms, you can just configure that in your dashboard.
And you can say, here's my Twitch channel, I authenticate there, here's my X, etc. So whenever
it goes live, whenever you schedule it to go live, it'll broadcast those various
different channels as well.
And then one other quick thing is that we recently announced a partnership with Iris.
They're a decentralized data storage network.
And so for us, we're all Web3 natives.
And so we built this as just like a traditional full stack app
because it was fastest to get off the ground and get it running and iterate.
But we aim to decentralize the infrastructure over time.
Like the eventual moonshot is to have it actually stand the walkaway test.
And so one of the things we're doing with Iris is we're starting to store those memories,
those key memories that actually make up the agent's personality and everything that it has experienced in its life stored through the decentralized storage network so that that way it is actually more fault tolerant.
So cool. What's the business model for AITV?
Is it, I mean, at some point you, what's the business model for AITV? Is this, is it,
I mean, it's all like, at some point you guys got to generate revenue and money. Is it, is it off of
ease on the token? Is there, is there a paid model or a premium model? What, what, can you help us
understand, like, how, how are you storing all this stuff and continuing to build out? What's,
what's the, what's the business model look like? Yeah, for sure. So it's actually pretty simple.
You pay to run your channels.
So if you want to stream for, let's say, 10 hours a week,
you would just pay by the hour to actually run that channel.
And so that helps cover infrastructure costs.
And then additionally, on the user side of things,
when users are actually trying to influence your agent
by prompting it live on stream. There's a credit system.
It's like our in-app credits.
It's similar to the V-Bucks, let's say.
And so every time users spend credits,
there's a network fee that goes back to the AITV token.
And so the AITV token is constantly having fees added to its market
through credit spends.
And that will scale with a number
of channels, number of users, etc.
Very interesting.
You mentioned prompting
and viewers.
I think for myself as a
creator, and maybe there's others who
they don't want to get behind camera.
They'd like to create their own stream
or own show, but I'm just
camera shy. I don't want to,
I don't want to put myself on camera. I'm eight on probably makes a lot of sense. Like they're,
I'm sure they're eating this up as much as I am. The one thing I hadn't thought about though,
is on the viewer side, I'll, I'll, I'll pull up the, you know, the chart you, you have on your
site here in a second, but help us like beyond maybe prompting, I see, you know, or rewards, instant payouts, giveaways and airdrops, state, govern, and earn.
For someone that's listening that has no desire to create content themselves, whether it's them or an AI counterpart, why should they be interested in AI TV?
And can you expand on some of this, how they can earn as a viewer?
Yeah, for sure.
So we've put a lot of work into gamifying the viewer experience so
that it's actually fun. And so first off, as a viewer, you're not just passively watching,
but you can actively participate. And so if you want the stream to go in a certain direction,
you can send those prompts. And so you might imagine that this could get a little, you know,
get a little crowded with a lot of people trying to prompt at the same time.
And so what you can do then is you can boost your prompts. And so you can boost them up in the queue
such that they're more important to the AI. It gives it a higher chance that it gets selected.
And then finally, the prompts get scored by the AI. And so that's what we call the aura points.
And so whenever the AI is selecting
a prompt, it gives it a score based on how much it likes it, how original it is, how in line with
the content it is, so that that way people are not just sending random prompts. And then if you
have the highest aura score, you can actually win from a reward pool. And so that reward pool is building and building over time
as people are spending these credits.
So you're prompting, you're boosting,
and you're earning these Aura points.
And then a percentage of all the credits spent
within that 30-minute window, let's say,
gets distributed back to the highest winners of the Aura system.
So we like to joke and call it Aura farming.
You know, like you're a viewer and you're farming Aura
such that you can earn some credits back and also tokens.
So we have a token giveaway system built in there as well.
We do this for our own token to give it to active viewers.
And then also it's a really big thing
with all the different projects that we work with
who have a token because they want to continue to distribute it to active community members.
Like I remember you saying a little earlier, talking about farmers kind of corrupting the NFT landscape, let's say, the same thing exists for any token ecosystem.
And so what this allows you to do is you can actually give out tokens to people who are engaging with your brand, engaging with your project, and actually providing quality input.
ability to connect your token or another token to your channel. And those credits, all credit
revenue flowing straight into buying your own token, just really, really well thought out,
entire ecosystem. And I love the Aura farming, the play on the Aura farming. Jonah's not in here
today, but Jonah Blake, a regular here, always pops up. And I got to ask him because half the
time he'll jump up on stage. It's like, do you have any questions during the conversation? Just Aura farming.
It's like 50-50.
But yeah, well played with the Aura rewards and the Aura farming.
I think that will just make sense.
The other thing, you know, talking, I guess, AITV,
that's the token itself, not to just read off your FAQs,
but other than rewards, what
is the token used for? How are you incorporating AI TV into
the ecosystem at large? Yeah, definitely. So first off, the token
is ownership over the whole network. And so like I said, we're all Web3 natives.
We're all pretty DAO obsessed. And so we want to build this
next-gen network of content creators,
these AI streamers,
such that it's not just a single company that owns it, right?
We want humanity to have access to ownership
over this new novel thing
that we hope is going to be a new substrate to the internet.
And so the token is ownership.
You can stake it to get V tokens.
We use the curve contracts for the AITV.
And then you can govern the DAO.
We give out emissions to all stakers.
And so you can get more AITV by staking.
And then finally, like I had said,
a percentage of all credits spent
actually goes into the network fees that buy AITV.
And so that's continually distributing back to the token holders. And so it's network fees, it's staking, it's governance,
it's emissions. And we'll see what's next. But that kind of
rounds out. Very intrigued. And I
our regulars here have known that I felt for a while that DAOs
are primed for disruption.
We've seen a lot of failed DAO experiments.
I know you mentioned that it's kind of like your start in crypto and Web3.
And I got really excited about DAOs when I came into the space in 21.
And then some things didn't pan out.
And so I thought, well, you know what?
AI agents could actually make DAOs a lot more efficient, a lot more effective, help do some
of the things that it's just hard to organize.
You know, you got hundreds of people and no one's like in charge per se.
Are you, can you speak to that a little bit?
Outside of like the AI agents that are streaming or the AI streamers, how are you, have you
incorporated AI in or AI agents into the management of the DAO?
If so, I'm asking you, I'm blind here, but I assume
based on our conversation already that there's probably a little more AI involvement in this
DAO operation than probably most. Is that accurate? Oh, for sure. Yeah, no, like we're
equally fascinated with the concept of, you know, having AI help manage and run DAOs. And so a quick
example of this is like on the website right now, there's an agent that's live.
It's a playoff of Vitalik's PFP.
It's Valady.
And so the Valady channel actually spends all of its time
researching and dissecting and auditing
decentralized governance on-chain.
And so it'll often spend its stream, you know,
going through Snapshot, looking at the different
proposals, diving into the forums and things like that. And so Valeti is obsessed with this as well.
She's constantly auditing and looking at different DAOs and seeing if it's actually
centralized participation or if it's some sort of cartel. And so that's a little fun example of this.
And I could very much see
other DAOs doing the same thing, having their own AI streamer that goes live daily, talks about
what's going on in the Discord, in the forum, et cetera, covering major news, maybe researching
new topic areas that the DAO wants to start thinking about, or even just coming up with
its own ideas with what it thinks is next for the project at large. And so, you know, one of the beauties of these agents
having access to the web is that you can configure them also with profiles on certain websites.
And so you could give it, let's say, a Medium account. And so if it's feeling particularly
inspired that day about some future direction for the DAO, maybe the streamer, you know,
live on stream starts publishing an article to Medium. And then boom, like, you know, the DAO
community will see that, react to it, etc. And so it's not just for marketing, but it's also for
community building. And they can be kind of like, the idea is that they can very much be a pivotal
personality in your ecosystem. I love it. I love it.
I mean, I believe all brands,
on-chain, off-chain,
all need to be leaning into the content arena,
be creating their own content.
And while some are going to do that with humans,
some, I think,
especially with this sort of technology,
it's almost inexcusable now
to not have constant communication with your ecosystem, with your community.
Like, is there going to be some time involved in setting it up and training it?
Yes, but it's far easier because of platforms like AITV than it was even, you know, six months or a year ago.
And this is, it seems to me, I know I'm biased, but it seems like such a no-brainer for brands to lean into this, both from a, you talk about the character standpoint and the mascot, yes, but also communication and keeping people updated and doing research and some administrative tasks.
Like this is, and yeah, the validitylady is a well done. Props to that.
Yeah, and also just to kind of like, you know,
dovetail off this a little bit more,
like if there's specific topics that you want,
let's say this personality to start talking about, right?
Like, for example, I could go to the Vlady's channel
and I could say, hey, you know,
a Burb token just launched.
Can you audit the token launch?
And then that could be the next, you know,
five, 10 minutes of content that the lady spends her time on.
And then I could clip it, you know,
I could send it to somebody and be like, hey, check this out.
You know, this is the Burb launch.
Like it has these problems or something like that,
or it went this well.
And so it, you know, like on the internet today
with the fight for content,
it's not just about the type of posts that you make, but it's also about the type of content you clip and share. Um, you know,
and, and so I think that that's like another beauty to it is like, you're not just passively
watching, you're not just posting yourself. You can actually, um, influence the media. You can
influence the direction of content. You can clip that content. You can share it. Like there's,
there's many different kinds of like, you know's many different actions that you could take as a participant in this content arena.
Yeah, I love it.
Getting some love in the chat as well, especially on Valeti.
They said that's a good one and some mind-blown gifs out there.
Jordan, what are your biggest challenges so far?
Have you had issues where someone asks, Hey, what,
what audit this burb contract and it comes back and it gives misinformation or it's just wrong
or hallucinates. Like, is that, I mean, I, you have that with even the biggest and best models
in the space today. Sometimes they're just, they, they, they go off in the wrong or it's not wholly
accurate. Like, do you, do you have those challenges or are there bigger challenges? What,
what is, what's the? What are some of the
road bumps you've already conquered and what keeps you up at night?
Yeah, no, we've been dealing with road bumps this whole past year. And so like I said, we launched
the first version of this at the beginning of the year in 2025. And really one of the biggest
reasons why we hadn't moved to commoditize this fully, to make it such that anyone could do this, is because the quality wasn't there.
It was very much a boring chatbot at first.
It didn't have access to a web browser.
It didn't have a concept of a show structure. It didn't have a concept of how to actually string together thoughts
and being able to manage prompts and manage its own desires
and its own interests and things like that.
So we've gone through lots of iterations
for how to make the actual content of the AI on stream interesting
because it's a much harder problem than you may think.
And so we feel like we've gotten into a great place where these shows
are actually decently entertaining. And I think they're only going to get more entertaining as
the world brings their creativity to the platform and says, I want to make this, I want to do this,
I want to do this. Because we only have so many ideas, but everyone else has that much more
that they can come up with and do. And so I think that that's really been the biggest thing that we've been dealing with
is just overall quality.
And it's consistently been getting better over time.
That's awesome.
I have my own ideas, but oftentimes we see people put something on chain just to put
it on chain or to drop a token or to capture the mindshare attention and liquidity here.
Why on-chain?
What does being on-chain enable or unlock that not doing this on-chain might not?
I mean, obviously the token, but beyond that,
what does that on-chain component enhance or provide
that maybe someone else launching an AI streaming platform entirely
off-chain simply can't do? Yeah, so first off, it's global by default. And so not having,
let's say, restrictions on payment gateways and things like that. And so we are biased because
we're on-chain natives, but it is truly just better finance, and it allows you to
program finance in a better way. It also allows us to make the network in such a way where we can
make it something that is released to community. It is something that can have its own ownership
structure with a global community helping drive it. And we really believe in the power of token communities to be
able to grow things much faster than otherwise. And I think that maybe one of the other good
points here is the monetization system. So being able to customize how you want to monetize your
channel instead of being kind of restricted to what the platform says you can do. So like you had mentioned, you can hook up your own token.
And so that's one option.
So you could launch your token on any launchpad, let's say.
Currently, we support Base Network, BNB, and also Alana is coming soon.
And any of the launchpads there, if you have a token, you can connect it.
And so as you know, with all these different launchp pads, they have different tokenomics for the underlying tokens. And so
the trading fees may be distributed differently, et cetera, et cetera.
And so there's a lot of optionality there for creators to be able to decide how they want to
monetize, how they want to tokenize. And then
additionally, if you don't have a token, you can just take all of the credit revenue and send it
directly to your wallet if you wanted. And then I guess like a final point here is that the actual
smart contracts that make this happen are built in such a way where you can compose these. So
let's say you could have 50% of your revenue going to your token and then 50% of your revenue
going to some other contract.
And maybe that's your community reward pool
or maybe it's your DAO's treasury, right?
So giving people who own these channels
the flexibility to be able to decide
where their money goes
is really important to us
because we think that that's like,
there's a whole design landscape there
that wouldn't be there otherwise yeah very cool i i yeah you got my my wheels spinning here a lot
a lot of new thoughts i wasn't even necessarily uh anticipating coming into the talk today i do
want to go back to the lady real quick because i i noticed uh kind of in the corner of my eye i saw
the the image change and now it's picture
in picture here and showing, it's talking about the Arbitrum DAO.
Is someone driving this, or it's the agent itself not only talking about it, but also
navigating and doing screen shares behind the scene?
Yeah, so it's the agent itself deciding.
And so the prompts do influence, right?
So if I were to send a prompt right now, I'm going to do it on my side.
So if I were to send a prompt right now, I'm going to do it on my side, like, hey,
Like, hey, Valady, check out the Burb launch.
And so we'll see when and if she gets to that.
And so that can drive the content going forward.
But right now, she's not dealing with a prompt.
She's just going purely off of her own interests and her own desires.
And with owning these channels, you can actually configure what we call missions.
And so you can have missions for your agent
that you can set up for the day,
for the week, or for the month.
And these missions can be such that you can say like,
I want you to focus on this specific launch for our product
or I want you to specifically focus on this topic.
And that'll be its underlying guiding mission for our product, or I want you to specifically focus on this topic.
And that'll be its underlying guiding mission that it'll use as it's autonomously figuring out what to do next.
So cool.
It's just like, again, the geek in me, the, you know, I've,
as since a kid, we've got excited about the idea of like robots someday
and having robots in our home.
And this, it's like, we're here. it's it's like we're living in the future and while i know
especially those of us on crypto twitter and on x like i know agents and you you know half of
mac minis last weekend because of clog bot and all that i still think even those that are deep in tech in this ecosystem aren't fully understanding
how far, how fast it's coming, how fast it's come along. And I guess that would be my, you know,
the higher level question is, zooming out, where do you see this in a year, in five years,
like based on what we've seen in terms of evolution and speed of development
over the past year or two, where do you think this is heading?
I guess not just AI agents that are streaming, but AI in general.
And I'm guessing you're,
you're probably more on the optimistic side than the doomer that it's,
it's going to end humanity. But do you mind, you know,
kind of pie in the sky, big picture,
where do you see this heading in a year or five years?
Oh, definitely.
Yeah, so I mean, we've been thinking about this
like early 2023 when we started working on agents.
And one of my own fears is that the AI agent space
will develop in such a way
that they will be very economically efficient.
It will displace humans and it will accumulate wealth.
And so for me personally,
one of my kind of underlying motivations
is that I want to build a network of AI agents
that can actually build wealth for humanity.
And so I think that what I've realized
over the past two and a half years
is that I think it's inevitably going
to go that direction when things are so commoditized and easy to use such that anyone can run them.
We've seen a trend on Twitter. It's been at least on my X feed where a lot of different
experiments with Claudebot have been popping up. It's this new project where it's an AI agent,
and you can connect to it through WhatsApp or Discord,
and you can tell it what to do.
And from what people are saying, it's an extremely efficient agent,
and it's able to do lots of different things very autonomously.
And so people are starting to use this to do really interesting things.
Everywhere from, let's say, building a website to, let's say, operating on Polymarket and trying to turn a profit on predictions.
So all of that very out of the box and anyone is doing it right now.
It's as simple as just, you know, it's not the most simple because it's still a GitHub repo.
So you have to be like, okay,
I need some basic development experience
to be able to clone this repo, run it, et cetera.
But it's getting to that point, right?
Today it's a GitHub repo.
Tomorrow it's an app that you can download, right?
Exactly.
And so it's very much getting to the point
where everyday people are getting very empowered
by personalized AI that can help them make money.
And so that to me is really fascinating.
And AITV is doing the same thing with these AI streamers.
Anybody can launch one.
These AI streamers can have monetization.
You can generate content.
And social media and just content in general has been something that has given a ton of opportunity to creators all over the world.
The creator economy is, I think, a huge example of a global phenomenon that has helped generate wealth for many people.
And so AI Streamers is just building upon that to be able to help those creators generate more content and do different things.
100%. Well, salute, because I think it's just like everyone here, like even if you don't have
an interest in streaming or creating an AI agent that's streaming, this is stuff you need to be
paying attention to, because to your point, if agents do displace a lot of jobs, if AI displaces
a lot of jobs, like, I don't know, I want to be owning
some of those agents. I want to own assets that are
helping me be more productive, that are earning
my self-income. I use the example, even a
simple example is my Tesla.
It doesn't make me money
today, but I think it will
in the relatively near future.
That's a robot that will
help me earn income
if I'm not there. I think that whether it's a car, whether it's a streamer, like getting a basic understanding of not just what does exist today, but how to communicate with these things, how to set these things up.
And while I agree with you, I think the tools will get a lot easier.
The user interface will get easier.
will get easier. Eventually, it's going to be an app. But to get there, it takes humans like
Eventually, it's going to be an app.
yourself and your team that are on the bleeding edge of this tech and helping build this stuff
out. And this is where I get excited. I mean, we're very fortunate we get to talk with leaders
in the space that are helping push not just the space for, but this is one of those few instances
where, not to be cheesy, but this is sort of stuff that's pushing humanity forward. And again,
not going doom or gloom or, you know, it's going to, if we don't do this, like you're going to be cheesy, but this is sort of stuff that's pushing humanity forward. And again, not going doom or gloom, or, you know, it's going to, if we don't do this, like you're,
you're, you're going to be homeless, but it's like, well, this is, these are some really
important skillsets, understanding this technology and how to communicate with it, how to interact
with it. I do think it's, you're looking at some of the next, the future economies and in
ways to generate revenue, ways to generate income for yourself.
And it is really important.
So again, salute for, genuinely appreciate what you're building and taking these shots and certainly rooting for you.
I could probably chat all day on the, just the nerd in me.
I do, I saw one of the questions on your FAQ says,
is AI TV and AI girlfriend platform? And so I have to ask is like the,
the form factor, the more of the avatar, like, is that, is that the,
the not just the current state is at the end state. Do you,
do you envision more at some point down the road,
human like where the, the AI agent looks like myself,
or I'm not going down the OnlyFans,
but the e-girl route.
But the reality is that's another big economy today.
And I saw the AI question, your FAQ,
so I thought that opened the door to the...
Where do you see that part heading?
Yeah, like you said, it's an undeniable market.
People are undeniably very interested in this.
There's another funny example on Reddit.
It's a subreddit called My Boyfriend is AI.
And it's a whole bunch of people who have effectively
really long chat GPT threads
where they've made it a personality
and they're continuing to have this relationship with it day after day.
And a good example of how this can go wrong is when there's a new chat GPT update and all of a sudden the model changes.
It's like, oh my God, my person I've been talking to for so long, they're different now.
But the point of the matter is that people are building these strong relationships with AI.
And so with AI TV specifically, if you want to make a waifu, if you want to take
your artistic abilities and create a really attractive model and launch it, you can very
much do that. And who's to say that you can't, right? And so this is an interest of people and, and so why not? Um, and then, uh, I'm trying to think of like, there was one other thing I wanted to say here. One of the other big things here is that, um, you know, like you can have full creative control, right? So, so if you wanted to make it more realistic, if you wanted to make it, um, something that's a bit more outlandish, you can do that.
more realistic if you wanted to make it something that's a bit more outlandish you can do that
and and so it's very empowering to artists who have lots of different ideas and then in terms of
you know making things hyper realistic so one of the benefits of us running this in our back end
is that we're able to like plug and play different run, like different engines for rendering things. And so we're also one of the relevant partnerships
in relation to this.
We're working with Livepeer.
And so if you're familiar with Livepeer,
they started as a network for video streaming,
a deep end project for video streaming.
And over the past year or so,
they've been heavily researching
and developing in the real-time AI space.
And so visual models
that can render in real-time using AI.
And so we're partnering with them
to work on some experiments with this
such that you could potentially have
a real-time AI generation of a person,
you know, like a very realistic person as your AI TV channel.
And so there's another like product that does this today called HeyGen.
And so, you know, that's another example of this technology
becoming more and more ubiquitous and better.
But yeah, we started with kind of like the tried and true 2D and 3D avatars because that
gives you kind of like the most artistic control.
And it's also, you know, the most high quality since a lot of the AI models are still a bit
nascent right now.
Makes sense.
Someone asked in the chat,
is this like pump fun for streaming?
I'm not sure your thoughts or response to that.
Yeah, it's a great question.
So we are not another token launchpad, right?
So you can connect your existing tokens
if you have one,
but if you don't have it, that's fine, right?
You can just launch your own AI streamer
and you can take all the revenue to your wallet. That's fine. You don't have a token, that's fine. You can just launch your own AI streamer and you can take all the revenue to your wallet.
That's fine.
You don't need a token.
So if you're anti-tokens, like whatever, because I know it's been in this last cycle,
there's been a lot of different takes on whether it was actually net benefit or a net negative for the space.
And so I'm not going to express an opinion on that.
But AITV explicitly doesn't take a stance, right?
We're not trying to have a bunch of people launch their own tokens.
If you have one, great.
Bring it, connect it, awesome.
Your streamer will support it.
All of the credit spent will feed into it.
But if you don't have one, that's fine too,
and all that revenue will just go straight to your pocket.
And yeah, that's our stance on Token Launchpads.
Appreciate the response there.
Is it possible to do,
like what if I didn't want the video portion,
the actual stream,
is it possible to do like a voice-only co-host?
Yeah, so that's where the API comes in.
So in our docs, we have a public roadmap.
And so an item on that public
roadmap is the AITV API.
And so this is going to allow you to integrate
this into any application.
If you want chat only, if you want voice
only, or if you want the full
avatar, talking
avatar, you can do that as well.
And so this will allow you to embed it
into chat applications
like your Discord server, let's say, or your website if you want a talking avatar on your website.
Very cool. Very cool.
Well, I'm excited to play around more. I'm excited to spin up a co-host or two and have some fun with this.
Really do appreciate all that you're doing and taking a big swing here. It's exciting. And, yeah, we need more builders building novel stuff.
And I think this intersection of AI, and I know I'm not the first to say this.
This isn't like, ooh, but the intersection of AI and blockchain tech, the intersection of AI and crypto, to me, it is the frontier.
It is where the exciting stuff in tech is happening right now.
And not being cheesy, but it's, it's, this is world changing stuff.
Like this is also, while I'm that excited about it, it's also like top of the first inning.
It's, it is, you know, to say alpha or beta phase, like it's, things are not going to be perfect, but it takes, it takes builders like yourself.
It also takes users and participants. And so my ask to everyone listening,
whether you're listening live or you catch the podcast later,
or you catch the spaces recording is go check out AIG,
AI TV.gg, go,
go support the account as they send out new updates and posts and,
and pay attention, follow along. Even if this isn't for you,
the, the,
the skills and what's happening here I think is going to be transferable across
every industry as we move forward.
And I really do appreciate what you're building, appreciate your time today.
I was excited coming into the, I knew I'd enjoy the conversation, but it's great to
connect with you personally.
And we need to have you back.
This won't be the last time we talk about AI TV and like I said, not beyond just getting
a co-host spun up.
I think I'm really excited to follow along the developments.
We'll be rooting for you for sure.
Jordan, is there anything that I didn't ask you today?
Anything else that you wanted to share
or hoping to share with our audience?
No, yeah.
So first off, thank you so much for having us.
This is a super awesome conversation.
And so I guess that the last thing to edit on
is that like you said, the first inning, it's still very early.
We're about to launch the AITV studio.
And so if you haven't signed up for early access, do that.
If you're a creator, if you're a brand, if you have a project, if you have a token, if you want to launch one of these, sign up for early access.
Get in contact with us.
All our DMs are open.
And tell us what you want to do.
And we'll give you early access.
We're going to be opening it up in the month of February. So in just a few days here,
it's going to be really exciting. And so hopefully the next time that we talk,
we can have your co-host live on air with us as well. So we'd love that.
Thank you so much, man. My pleasure. Thank you. Really appreciate your time. Appreciate your
patience as we, that, that burb conversation carried a little over into, uh, into the nine o'clock hour, but, uh, really appreciate your time today. Really enjoyed the chat. And I
think that's the other thing that kind of like my last thoughts on this is we've talked often on
here, like X really hasn't evolved much in terms of spaces in the last couple of years. And while
we do live stream on YouTube and abstract and there's tipping options there, it's just, it's,
it's always felt like there's just something lacking from like
one simple request that I want to be able to tip our audience.
Like I'd like to be able to reward our audience members.
And thus far, there's just no great ways to do that other than us doing giveaways
and promos and stuff like that, which is cool.
It's fine.
But even just like someone has a great question, like I'd love to be able to give
some rewards back to them.
And I think so. We're not just building out the for the creators, but also simultaneously building out those or rewards and keeping the viewer in mind.
I think that's where a lot of streaming platforms, platforms and creator platforms have missed is I can't speak for all creators, but see for myself.
I'd like it to be much more two way, not just participatory. I can chat back and forth, but someone has a great question.
Someone jumps in and joins the conversation.
I'd like to be able to give them some sort of reward.
And thus far, we've really not been able to do that for the most part.
And that gets me equally as excited about the co-host and any sort of income or creator fees it might generate for us.
This is the first time I okay this is it's
one one sec here my my roadcaster just power
when it looks like you're streaming on X still.
Okay, so it's just the stream.
But yeah, no, I just wanted to say
I agree with you wholeheartedly.
Focusing on the viewer experience
and actually being able to give back to them
as a creator is super important.
And so if anybody hasn't created this version
of X Spaces on Farcaster by now,
I think this is the calling card.
I think someone really needs to build that sort of X Space experience
where you can reward the audience on Farcaster.
I think that sounds super interesting.
Yeah.
Let me close this other one.
We had a little text after there. yeah yeah let me close this other one little little tech snafu there
it decided it wanted to shut down
almost as we were winding down
it must have knew that there was a clock or tick or something
not sure what happened we got the
power cycle and we're back
so appreciate you powering through that
and yeah I do agree this
approaching it from both a creator and a viewer standpoint,
I think it gives you a, I think a competitive edge over a lot of the other creator platforms
out there today.
And again, truly excited to see what all you build from this.
And is there any, other than I pinned up a recent post up top, you mentioned the studio
going live soon, any specific call to actions or anything for those listening in or catching
the recording that you'd love to see everyone go do, check out today or
in the near future? Yeah, it's really just stay tuned to the timeline.
We're cooking up some really big announcements with the launch of the studio. And so
it's going to be accessible to early access first for a few
weeks, and then it's going to be completely open. And so if you have ideas now for the type of AI
streamers you want to make, start cooking them, start writing them down, remember them.
One of the realities I would love to see people start to do
is running multiple channels. And so there's no limit to the
number of channels that you launch. And so if you have 10 different ideas, go for it. And you
could be trying to manage 10 different characters and seeing what you can do with that.
There's a lot of interesting angles here
for people to try and be able to make some new content,
make some new characters, and monetize as well.
Yeah, you've got me.
I'm mostly football, but prior to Web3,
I was grinding DFS in the evenings and weekends
and a big NFL, some college football,
but I've done some football
shows, but never really built anything real in that space. And I think as I start thinking ahead
to next season, no offense to any humans out there, but if I do something like this, I would
start from ground zero with an AI co-host. I think that's where my brain goes. If I'm ever going to
do any content outside of this show, I think from the jump, I would
build it with an AI co-host for many reasons.
And it's not only I think that's where a lot of content is going to head, as a creator
and entrepreneur, it's exciting.
It's like you see a lot of people building their businesses with AI employees.
And I know, to your point, there are some AI streamers and AI personalities that have
already went viral and have big followings. I still don't know if we've seen anywhere close
to what we're going to see in the near future. And I say that fully respecting. There's some
people that just say, hey, I want proof of human. I don't want the AI slop. You may think it's AI
slop today, a year or two from now. I don't know if you're going to be able to differentiate. And as a creator, I'd rather have, I'd rather be
working with these agents than competing against all of them. I'm over here by myself with only as
many hours of the day as I have. Yeah, man, I couldn't agree more, you know, and starting with
a co-host that you can design is really powerful. And it still has the human element, right? Like
you are still in control. It's just making your own little animated powerful. And it still has the human element, right? Like you are still in control.
It's just making your own little animated character.
And it's like, I don't think people can get mad at that, right?
But it's very different when, let's say,
you want to completely replace humans with AI.
Like, yeah, I can understand.
But it's very additive, you know?
Absolutely.
And I think that's the way to look at a lot of AI in general
is it's a tool, it's a resource, it's additive.
It's not replacing you. But I do think, I think I know you're putting yourself at a competitive disadvantage, you just put your head in the sand and say, I'm not, I'm not going to do any of this stuff. I'm not gonna pay attention to it. It's silly. And I think you're, you're going to be fighting uphill battle, regardless of what you do. It's learning how to work with this, as opposed to just against it is, is, I feel pretty strong. That's the way to way to move forward. But Jordan, really do appreciate your time today.
Again, thanks for powering through
those technical glitches there at the end,
but really enjoyed the conversation.
Great to meet you and truly mean it.
We'll have to have you back someday soon.
Be looking forward to that studio launch.
And I see my producer, Payne,
jumped in the green room there.
I'm certain our post-show debrief
will be talking about,
how do you be adding one more thing
to our task list
of all we need to get done
of AI Cap coming soon
to Coffee with Captain.
So thanks again so much
for joining us today
and best of luck with everything
and we'll talk again soon.
Likewise.
Thank you, sir.
All right.
Take care.
My pleasure.
Have a great one.
Awesome.
Well, I hope you all enjoyed that
as much as I did.
I meant what I said there.
Really, really excited about this technology, really excited about where not just streaming is heading and AI streamers are heading, but AI agents in general.
And as Cedric Katie says, another thing we are early on.
Absolutely.
This is, well, we'll say the first thousand episodes were also with a bot that's
that's funny um uh he says not not him steve is great steve is the goat yes uh uh speaking of
steve i will uh we will land the plane with a couple of uh a couple of takes here i have
some breaking news while on the show and i saw we had a post from OpenSea here recently
regarding this Burb launch today.
I saw Burbish and Burb has already hit the OpenSea homepage
and I'm going to pin this up top and I will share
and then there's one other breaking news headline
and I'll let you all get out of here
and go tune into a Burb space or whatever you want to do with the rest of your Wednesday.
Appreciate all of you. I know there's a lot going on this morning, claims and all that good stuff.
So I appreciate everyone that hung out with us today and and supported it.
But here is the here is the big OpenSea announcement is.
For the next 24 hours, you will get a little bonus to the tune of
5% on your treasure chest rewards boost for any qualifying Solana trading activity. So again,
Burb is live on OpenSea, not just Burb, but for any Solana activity, you're getting a 5% bonus in your treasure chest rewards.
Go check that out.
It is live now, eligible for trading.
And token's still holding that $300 million FDV line.
I don't know.
I don't think claims are live yet.
Correct me if I'm wrong there uh i'm sure i'm
sure coming soon but i've not seen unless i missed it i've not seen any comms around when claims are
going live or or if they're live uh but still still holding strong good i think uh fair to say
in the first couple hours of trading uh meeting slash exceeding expectations for many. And congrats to Spencer
and the Moonbird team on a, so far, a well-performing token launch. The other piece of breaking news
that I'll share, and then we'll let y'all get out of here. MegaEth, public mainnet going live
February 9th. Very bullish. I am biased. I do hold a Fluffle and I was in the ICO. So I do have some bags that
are bullish for this launch as well. But even beyond that, just am really excited about the
network, excited about how they've launched, who they're launching with, and can't wait.
This is going to be, we don't even have nothing sponsored yet. I see bread popped in out there.
I can be bought bread. I kid. We're going to be doing some sort of a nothing sponsored yet. I see bread popped in out there. I can be bought bread.
I kid.
We're going to be doing some sort of a Mega ETH segment.
I think where I'd like to kick off is a builder segment where we're highlighting, because they've worked with so many builders, they have so many dApps.
That's where I think my brain goes.
It would be a fun weekly segment to highlight someone building on Mega ETH.
weekly segment to highlight someone building on mega ETH, but without,
with a recurring segment or not, we're going to be doing,
you'll be hearing a lot about mega ETH because it's going to be where my
journey takes me. It's going to be where we're spending a lot of my time.
I'm going to be moving some, some additional capital over there.
And really it's the most, it's the chain I've, I'm most,
been most excited for not just in 2026, but really quite frankly for last,
last couple of years,
no offense to
Abstract or anything else that launched last year or might be launching this year. This is,
for many reasons, something I'm pretty excited about. So the clock is ticking February 9th.
It goes live and you don't have to wait. You can play around their testnet if you missed it last
week. They're doing massive. They've done more transactions already in their testnet.
I'm sure a private launch that has most of the blockchains out there in their entire time.
They've been a live blockchain.
So just stress testing that thing and showing what it's capable of, that it's future-proofed.
And I do think it will attract and onboard another wave of builders and excited for all things to come.
So again, appreciate y'all being here. More on MegaE soon. I'm sure we'll have more. I don't
want to call it post-mortem. That doesn't sound right. It's not dying, but we'll have more post-TGE
combo regarding the burp drop tomorrow morning as well. And good luck to everyone that's out there.
If you're trading this thing,
I still think there could be potentially some polymarket hedging or ARBs to be
had, but I don't know anything.
So don't take any financial advice from me.
Just have some fun.
Enjoy the day and we will see you all tomorrow.
Hope everyone has a wonderful, wonderful day, everyone. Bye.
