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Jane St lawsuit + Zach expose insider trading Coffee w/ Captain #1,103
Recorded: Feb. 24, 2026 Duration: 2:21:31Space Recording
Full Transcription
I'm on web three. And it is what it seems.
Topping the pyramid schemes.
I'm telling you.
I'll sell you a percentage.
Shout out to Vince.
Yo, set it up.
Surfing on the web and I'm shooting at three.
I've been goaded when I got my G.
I'm an elegant boy from a different planet.
So I got my drink.
I'm riding in the 1920s Model T Ford.
Car, era, law.
Call me Levi playing on the keys, boy.
And I'm about to put my gloves on.
If I said it, then I meant that.
Yeah, I like that one.
I'm about to get that.
Crash that whip for the drumsticks, whiplash.
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 type view.
I'm on fire, Ricky, Bobby. fly high in the sky Arms out wide, trying to soar from a bird type view I'm on a 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
Sipping on some rock and I'm sipping on octane
The only thing around my neck is the black thing
Now I got coin, I see where y'all going Poppa since web one, hella hooked on web 3.
And it is what it seems.
Topping the pyramid scheme, I'm telling you.
I'll sell you a percentage on Nebula.
Shout out to this, yo, set it up.
NFT, Twitter, blockchain.
See them with the ghosts and we falling like a brown jay.
Crypto, crypto.
We can make a trade, get the members
The feels not fallin' for the FOMO
Listenin' to Coffee with Captain
You know we were a wild day loco
I ain't never gon' stop rappin'
Orlando, yeah, we workin' magic
We workin' Ethereum in her teeth
I just went and got me a half bass
Man, I gotta shut up the 40s
Now I got coin, I see where y'all go
Been poppin' since web one, hella hooked on web two
I was livin' the dream, now I'm on web three
And it is with the scenes, top in the pyramid scheme
I'm tellin' ya, I'll sell you a percentage on Nebula
Shout out to Vince, yo, set it up
Freakin' them all the truth, why?
But they got knowledge to move, son
I'm shakin' in shades with my brother in suits Yeah, them blues is comin' up
even though it's hard to pick anybody mo soda on the mix nobody lips it's time to go get next
number one no thumbs up you gotta scroll looking at the ghost studio it's time to go had a helmet
on by myself until i met a master wouldn't have a face off had to bring my chainsaw full ticket
gas in the private my brakes off i'm a one but a different kind of steak sauce gmgm welcome to coffee with captain thanks thanks so much for
being here i'm cap joined by my co-host outer lumen on the audio spaces today we are live on x
as always the x video i think i just dropped that link in the chat yes it is uh if you like the x
video feed it is in the comments i'll pin that up top here in just a second. And then I will also go grab our actually abstract chat already, already there, only lacking the YouTube chat. One of these days, I will get it down. I didn't, I took for granted the extra, like, I don't know, 20 seconds of intro time did me wonders as I did all my pre-show duties here,
getting things live. Appreciate the repost, Katie.
Katie also the first GMer over there in the abstract streets.
And our YouTube gang is rolling deep this morning.
Continue to our trek.
Our YouTube gang is rolling deep.
Sorry. I don't know if that audio playbacks come through or not.
Yeah, it is.
My bad.
One of these days I'll figure out how to properly work a Chrome browser and mute the second tabs.
But yeah, we continue our trek towards 500 subs over there on YouTube.
Appreciate all of our YouTubers.
If you listen to this recording later on podcast, and we have a lot of podcast fans,
you really would do us a solid.
I'm not saying you have to switch your habits.
If you're a YouTube premium member,
you may as well tune into the show on YouTube as opposed to downloading the podcast on Apple or Spotify.
But even if you're not a YouTube premium member,
we would love the like, the subscribe over on the YouTube account.
Greatly appreciate it.
You can find it.
It's just Coffee with Captain.
You should be able to,
it should pop up first now over there.
All of you that have helped us out,
we now index above the other Coffee with Captain show,
some boat captain.
Imagine that.
Actual, titled it after a literal,
the guy thinks he's a real captain or something.
I don't know.
Anyways, we've got two cold open topics to
discuss with Outer this morning. The one, you know, a little bit of TV. I promise everyone
we do at least our thoughts without any spoilers on the Night of Seven Kingdoms season finale,
but really genuinely excited about another cold open topic that I saw the post and my
immediate thought went,
Oh, I bet Outer has some thoughts on this.
Sure enough, I sent her, she asked what,
what this thing is because it's got a name, Janet's law, it's called.
I'd never heard it referred to this before. And sure enough,
Outer has lots of thoughts on, on Janet's law. So that said,
before we dive into that, Out that outer did you watch the season finale
of night of seven kingdoms oh yes um is it hmm seven kingdoms though oh good call uh it was
night of seven kingdoms now it may be nine they say rumor on the street i don't even know what
that's about can you explain that to me i don't think that's a spoiler i don't i know what that's about. Can you explain that to me? I don't think that's a spoiler. I have no idea if it's a spoiler or not.
I just thought it was like, you know,
oh, how do I,
I don't know what I'm allowed to say or not.
I feel like I shouldn't even,
yeah, I don't know.
I'm gonna not say anything.
I don't want anybody to be coming for me
and spoiling their,
do you think like next week or the week after
it'll be safe to just talk about it freely?
Like how long do we need to give people
before we can just finally like get into it i think so i mean i
think a week is enough in and we'll give if they haven't watched yet or they're waiting and and
plan to watch the you know the whole thing in um you know like to to i guess binge it one weekend
or something we'll just give some air cover and give a five-minute timer or something.
We'll maybe do a deep dive next Tuesday.
But yeah, that's probably better
to actually talk about the series.
But I, kind of in Game of Thrones fashion,
usually the penultimate episode,
the one before the finale, I think is the best.
I know you said you actually liked
two episodes ago even better than last week's. Last week was just it was exhilarating for me I really it was probably
the most enjoyment and I guess like action-packed tv show I've watched in a while last week the
finale was great I think it also I think we talked about this on here but the showrunner
is planning to do like he's making this like his life mission now to this series, this storyline.
And he's going to do four or five seasons.
They've already got season two in the works for Nine to Seven Kingdoms.
He's planning to do like four or five seasons, like back to back to back in terms of like Egg and Dunk are the same age.
And then fast forward, going to give it like it like i don't know middle-aged egg
he's gonna do another four or five seasons and then again give it some time and another four
or five seasons with adult egg and basically do this over the rest of his his natural lifespan
so i'm excited i am i just i love the game of thr universe. I know there was some back and forth yesterday about
Game of Thrones, like, George R.
R. Martin versus Tolkien
and Lord of the Rings. I'm not
knocking it. It just wasn't...
It didn't do anything remotely close for me
like Game of Thrones does.
Are you talking about the Prime show?
Or what are we comparing
with Lord of the Rings?
The writers. Oh, okay. I mean, they're so different to me. show like the or like what are we comparing with lord of the rings like the the writers uh oh okay
i mean they're so different to me like i i having said that like i've read i've read token books i've
not read anything in the game of thrones series i've only like watched the shows but i also did
watch the prime um series which like divided i really enjoyed i I really enjoyed. I don't know, man. I don't know why people need this comparison thing.
Like I,
I I'm not going to find like dwarfs and,
and,
and,
and magical wizards and game of Thrones.
It's like not even what it's about.
Yep.
So I just like,
they're not comparable to me in that way because I like one is fantasy and
one is kind of like medieval,
whatever,
like kind of lore,
you know,
like they're not,
yeah, I don't know.
Where I netted out. And I think what, what prompted the conversation originally is.
Oh, discoverability is awful today on X.
So yeah, any likes repost bookmarks on this,
the audio space would be greatly appreciated.
Thanks for the heads up, Katie.
I also think there was an X update maybe.
So if you're having any troubles with the audio,
maybe go check your app store,
force the update if need be.
And yeah, any engagement on the audio space,
it's pinned up top all the way to the right.
It's greatly appreciated.
I mean, we always appreciate it,
but especially when X does X things.
That said, I mean, we'll get into a little bit later here,
some changes with X,
but I do think the one and only Nikita
is actually making some positive headway,
some positive moves,
in particular elimination of the AI slop in the replies.
So some updates there.
Like I said, if you're having any issues,
maybe go force code, close the app,
download the update and jump back in.
It's the first time I was able to be co-host from one click of a button,
so something's going right.
I mean, they're fixing this thing, all seven employees over there.
Back to George RR, and then we will talk this new, not new,
but new to me, at least by name, is Janet's Law.
I found it really intriguing, and I think you all might enjoy it as well,
especially since we get Outer's big brain on the topic today.
But I guess where I,
why I'm such a fan of George R.
Martin is I can't think of any other books or series or movie trilogy that
has such like,
I don't even know,
like, it's not even character development.
It's family development.
It's generational development. Like, some of the stuff in Games of Thrones
that we didn't know, like,
it was just, like, almost like a throwaway comment.
Like, there's a scene, I think I might have even shared
with you out of where it was, like, it was, like, Joffrey talking about, he was reading, almost like a throwaway comment like there's a scene i think i might have even shared with you out of where it's like king it was like joffrey talking about he was
reading like a historical book and he's like oh this this dunk guy like this knight has four pages
he must have been something it's like that that's that's sir duncan like it's just like the the tie
ins that was awesome that was such a cool like i never even i did not even remember that at all so
it was really awesome that someone pulled that out there's just there's so many of those where
he's telling this story across you know you've got a whole series house of dragon now nine to
seven kingdoms game of thrones like they take place over the course of 300 years and he's
connecting dots over 300 years telling these stories. These books are like, each book by itself is massive.
Just like really impressive.
Like, I can't even begin to, like, I would struggle writing a single book of fiction to tie all this together.
And I don't know.
It's just really impressive.
I really enjoy it.
And I'm excited for House of Dragon of the Three. It's probably been like my, I guess, least favorite. But I'm excited for House of Dragon of the three
has probably been my
I guess least favorite
but I'm excited for it nevertheless
I think it comes back on
the new season starts in June
and 97 Kingdom gave me the primer
so much to where
considered actually
going back and re-watching
Game of Thrones
because of these connections
like watching it now
from the perspective of
Egg and Dunk and dunk and
like picking up things that like i said i might have just viewed as a throwaway comment or a line
in game of thrones now carries much more meaning because i understand the family history so much
better does that make sense oh yeah 100 it's i mean we we weren't sure about house of dragon it was kind
of interesting because we we finished the entirety of game of thrones for those who don't know in
about 14 days maybe a bit less than that the whole thing like without knowing much about it and then
that would have been uh springtime so i want to to say like April or whatever that NFT NYC was. And then, then it came out, then House of Dragon came out.
And I remember very vividly being like, Hey, I don't even know, like, are we on board with this?
Do we care? And we like divine. I were like, I don't know, man, we just finished like eight
seasons of something in like, like, you know, too soon. Haha.
Sure enough, glued to the,
just glued to our TV in that first episode because we were already so invested.
Like we thought it was too soon and it was like not soon enough.
If that makes sense for how excited we were when,
when it actually came out.
But what a cool thing for us to have experienced game of Thrones in its
entirety, literally a few months before house of dragon dropped.
Like that was so cool.
Yeah, it is...
Again, we won't spoil anything. We might actually go a little
deeper next week
on actual thoughts
and... Yeah, I would love
that, where we could talk about the episodes. There aren't that
many of them, and they're not that long, so some
highlight reel for each of us
would be cool, I think, but I don't want to do that yet
because I want to freely speak about all of the things yeah good idea
that said let's i guess unless unless she's you have any other thoughts on game of thrones i want
to talk about this uh janet's law and then we'll get into markets and builders and culture crypto
web3 and zach xbt and jane street and all the above but uh yeah she's any any uh any quick
takes on uh of Thrones?
No, it was a good show.
End and suck.
Dragons are cool.
I wish I had a fucking dragon, bro.
Same.
Yeah, I'm fucking riding up every NFT event on my dragon.
But no, the end and suck.
Other than that, it was cool.
They just came out.
David Sinclair said they've got like basically 75%
reducing of aging and successful in mice. And actually the FDA just approved human trials.
So I've been saying for a while, just survive the next decade and you might live well into your
120s, you know, functional, happy, healthy, maybe beyond that. Maybe, maybe, just maybe,
AI can find a way to bring dragons back
or create dragons for the first time.
I'll be here for the dragons.
That's probably all we need is AI-inspired dragons.
That might actually be the end.
That might be, forget aliens, we get AI dragons.
Yeah, I mean, they're already bringing back, what is it, a Mastodon?
Yeah, and I saw, did I see, speaking of, so it's, what's his name?
I'm having one of those brain farts.
Cardano founder.
Why can't I?
Oh, Charles Hots.
Yeah, he's like involved in this whole
Mastodon recovery
or bringing back the Mastodon
I saw something I should know this but I
are they winding Cardano down
they're doing something they're sunsetting something
on Cardano does anyone know what this is
no it's Cardano
no idea
it's been sunset for a while
they say it's been sunset for a while.
They say it's resilient sunset proof.
So he announced Charles Hawkinson,
this came out a couple of days last week,
announced the Cardona network.
Nevermind.
It was Doomer.
It was, it already,
I missed that it's gotten community noted.
So nevermind.
Forget that.
It was all just. I just came up real quick to say they already did dire wolves.
They've already done that.
Oh, really?
I think I saw that that was in the process, but they're actually live in the wild now, huh?
Yeah, there's...
Well, not in the wild, in captivity.
But yeah, they're alive.
I, as a big dog fan, maybe I don't want the first dire wolf, but as soon as they can prove
that I can own
one and they not kill me
that might be a new bucket list item
for me. This is great. I wasn't sure what
breed to get after my dog dies
because Newfoundlands are the best breed
but now I'm like okay dire wolf will be
distinctly different from my current dog
experience so I won't compare. I'd be
disappointed. It'll just be new.
Can you own a dire wolf though?
Probably not yet.
Definitely not yet.
There's a wait list, I'm sure.
Go to fucking Petco. I'm looking for the direwolf food.
Yeah, I don't think it's going to happen.
They eat a cow once a week.
I always wanted a dog
farm. When I retire, it's going to be an
electric boutique hotel in Costa Rica with
hundreds of dogs. Maybe we now just add a dire wolf to the mix.
So Janet's Law.
This is really, I would say, nothing to do with Crypto and Web3.
But at the same time, if you're a builder, if you're a founder, if you're creative, everything to do with Crypto and Web3, more so life.
George Mack posted this.
I'll pin it up top here in a second. I quote, and there's a chart at the bottom for those of you that are
tuning into video, but I quote George when he says, when you're five years old,
a year is 20% of your life. And when you're 50 years old, a year is 2% of your life.
This is an explanation given why time speeds up as you age. It's called Janet's Law.
It states you've experienced roughly half your perceived life by 20 years old.
Or to put it in another way, a summer holiday for a five-year-old feels as long as 10 years from 40 to 50 years old.
But Janet's Law can be broken with high agency.
You have agency over the speed time.
You're not a passive victim.
A better explanation of why time speeds up as you age
is because you have fewer new experiences as an adult,
so your brain deletes the memories.
If you take agency over your life, do new things,
create new memory dividends, time slows down.
If you live your life on autopilot,
you may die at 80, but feel like you died at 20 years old.
If you take agency over your life, you may die at 80, but feel like you died at 200 years old.
This is actually not AI slot because there's multiple misspellings that trip me up here.
But this is a chart.
I just, I mean, I have kids and I blame kids for this.
I said like every year with kids like goes exponentially faster.
Like it just, you know, they say, oh, your things speed up when you have kids. And I said, well,
yeah, once they, once my kids became teenagers, like, oh my gosh, like my, my, my youngest is
graduating high school this year. She's got a few months left. Like lacrosse game tonight, it's,
it's one of like, you know, less than 10 games. I'll get to see her play the rest of my life.
games i'll get to see her play the rest of my life and this here and i maybe not a not a new
i guess concept per se but the visualization of this really hit home for me and also the first
time i'd ever heard it called janet's law outer i think first time you'd heard it called janet's
law as well but i think you have some thoughts on this topic no and what you've done what's worked
well for you oh yeah i've talked about this a lot i'll pin up my like
michelle riel is it too late to start comic too that i sent you uh because it was it's funny that
you're like check out janet's law and i'm like check out this comic it's so fitting and so
relatable um here's my take on this i i don't i've never heard of like an official term for this but
i'm sure that makes sense you know that something exists to coin this because I think we've been experiencing this for such a long time.
I don't know about this idea of agency, and I definitely don't think that the memories are actually deleted.
I've read recently that we lose access to them, but no memories are deleted.
But that maybe is a topic for a different space in how we store memories and re-access them.
But in terms of the perception of time,
to piggyback on this whole idea of like,
why does it feel like it speeds up a lot as you age?
The greatest way to combat that
is to have new experiences as much as possible.
And you can change that in your daily routine.
Like I've been chasing the,
I want to feel my day like a five-year-old for
probably the last like five years.
And I've been experimenting quite a bit with having that.
And if you do meet me in person, you'll realize quickly that I am kind of like a grown-up
child.
And that has been very purposeful in my life to do this.
And it's very similar in how I parent as
well, like I don't, I parent like as if I am a child with my child, and it's been really wonderful
to experience that, because time doesn't actually speed up as much when you do these things,
but the easiest thing you can do is you can just take a new road as much as possible, like when you
live in your town, think about how many roads you haven't driven down. So if you choose a new route as much as
possible, even like a slight turn somewhere to get to your destination, that already helps.
And then, yeah, doing like very different things, but also doing the same things differently.
I think that's the biggest key is that like you don't have to, because yeah, once you, once you get into a routine, you're cooked, like that's it. You're, it's going to
feel really, really fast because you're doing the same thing. And one way that like, you know,
this is if you think about when you go for like a hike somewhere, the way in feels like forever
because you haven't been there yet. But the way back, you're like, Whoa, I'm at the parking lot
already. How did that happen?
Because you've already done it. So it feels very like a lot faster.
That's just perception.
And so, yeah, I'll stop there, but yeah.
Well, like I keep going,
but I just wanted to,
I needed to interject because I need help
because I'm someone who,
some of my, like, I like to think I live life
and I'm doing a lot of things to make this better.
But at the same time, I also have very much so dialed in routines, in particular, my morning routine, like from 4 a.m. to 8 a.m.
Well, 4 a.m. to 10 a.m. is almost on repeat every day.
You know, even so much as my workouts at the gym are very similar.
Like, and to me, it helps me. workouts at the gym are very similar like and to
me it helps it helps me but at the same time as i like no i think it's important not to confuse like
routines and habits with like the stuff in between that and that's what i mean by like you still have
to go to work but you can get there differently what if you like ued, even though you never do, that'll be a new experience completely.
And that will actually make your day feel longer.
Like literally your perception of your day, you'll gain like an extra hour just by doing
a different thing in between your routines.
I think the other thing that's important is to talk about personality types.
Like we, we are all different personality types and can be grouped into like certain
categories.
And again, probably a topic for another time, but I can deep dive all of that at some point.
But some folks really do not find spontaneity comforting while others thrive in spontaneity.
And in fact, you meet people, they tend to be early adopters of things, aka a lot of us here.
But the idea is that you already
are okay in the unknown which is why you're comfortable enough to like figure out how to
buy an nft in 2021 or whatever right like you you that is a new thing that you're doing and you
are comfortable in doing that new thing and i think it's about a balance right like i don't
think you need to be like full-on explorer mode doing nothing the same at all as if you are a kid, because that doesn't function well in society
currently that we live in and all agree to participate in, right? Like, it actually does
function very well in different societies, but not this one. And the same goes with someone who is,
like, literally a bot doing the same, like, NPC things every day. Like, maybe that gets the job
done, but they're not participating in
their own life. They're just like a bystander in it, living the motions. And in between, I think,
is where it's best, is where you're like hyper aware that you need some routine. So you're like
five or six things are the same in your day. Like you still got to make dinner. But like,
what if you're making a brand new recipe that you've never tried before? Because it is harder.
Because the other thing is that when you're a kid, you're going to do things that are
harder because they are new to you.
And as adults, we get rid of the harder things because we don't have time.
But in fact, that's the thing that you should make the most time for, right?
Like, it is the most like key thing that you can do in your life if you want to feel like you want to
battle that whatever janet's law or whatever its official name is because because you will change
your own perception of it by having a day last forever and usually your day lasts forever when
you're like doing things that are different in your day because your brain is very much going
to bank all of these things in a different scale
it will go back to feeling like you're five because in your even within your day you're
doing that new thing and it's not on repeat and it doesn't like just zone out if we were to
attempt to give some like an actual act some actionable advice an actual takeaway that is
maybe easy but very hard at the same time. Is it Misogi?
Am I pronouncing that right?
Do you know what I'm talking about?
No, I don't.
What is that?
So I know it from Jesse Itzler,
who is Sarah Binkley,
the founder of Spanx.
Her husband, I heard him speak at one of the V-Cons, and he calls it one
big thing. It is the M-I-S-O-G-I, Misogi. I'm probably pronouncing that incorrectly.
But anyways, it's an annual 50-50 chance, something deeply challenging. It's a year-defining goal
that forces extreme personal growth and breaks up the monotony of daily life,
self-imposed high stakes physical or mental challenge like a hundred mile run, a major
life pivot, something to push you far outside your comfort zone, making everyday challenges
feel easier. Basically at the end of the, or at the beginning of the year, or at some point in
the year, you come up with one big goal, doing something new in life that is challenging,
come up with one big goal, doing something new in life that is challenging, but that's, that's
the focus for the year. And I don't know, maybe that works for some, maybe not for all, but
just trying to think like, what? I don't think it's that, because I think that that would just
be like, okay, well, let's then James clear habits our way into like the new identity of me
accomplishing that goal. And then you go on repeat every day to accomplish that goal. And then you miss six years of your, or six months of your life.
But now you have that goal.
The idea is that you work at a different desk one morning.
You use a new pencil.
It's, it's all, it's all the minutia.
It's all the glue of your day that has to change.
Like that, that, that if you're chasing the skewness of perception of time in your day, it's about making the day last forever and not disappear on you.
And then you can think about like weeks or years, but they all start with a day, sometimes even an hour.
Like, I just want to be clear that it's, and that's why it's okay to still have routines and have habits, but you have to change the glue in between all of that.
So, like, if your morning routine is to do your gym thing, go to a new gym or bike there.
Like, just do the things that are easy in the glue of what you're doing.
Don't stop going to the gym, but change how you do that.
Like, literally, if you wore, like, a pink track suit that's too tight for you
that your day would last longer amazing i mean i'm probably i guess i i'm not going to the pink
track suit maybe i bust out the the adidas yeah that's that's it that's why i should do the gym
old also in florida right now so good day for a, um, yeah, good day for a, uh, you know,
to bust out that track suit. Uh, anyways, I digress. I, I, you know, I hope some of you
found that interesting. I, it just made me think like as someone who is pretty routine and, and
when I get dialed into habits, uh, they work well for me at the At the same time, I don't want to blink and my life be
over. I do want to continue doing it. And I love travel. I enjoy new adventures, new experiences.
But yeah, just having a conscious thought of using a different pen today, going to the stand-up desk
more than just on occasion. It's going to be like my AI agent station over here on the, on the standing desk. But anyways, probably all we got for cold open material today,
but I appreciate Jesus and Machiavelli and an idiot jumping up on stage. Before we move on to,
I was going to probably start with this Jane Street suit and then dive into a little bit of
the Zach XBT and some speculation around that. But before we move on, Jesus Machiavelli, an idiot,
any profound takes on Janet's Law or similar?
Yo, man, I've been living Janet's Law my whole life,
but I feel like I've been here for a thousand years, man.
Like, I really do.
By the way, does anybody need direwolf puppies?
Like, I want to have a clue or two.
You know what I'm saying?
I'm not surprised that Machiavelli knows a guy.
If anybody up here knows a guy.
If he grows up and
turns out to be a white German shepherd, I don't know
what to tell you, but
I know a guy. I would also take
a white German shepherd while I'm waiting for the dire wolves
to be socially... I was like,
damn, I'm here for this arc.
Yeah, yep.
If you want to spice up your perception get a dire wolf and try
to train it like i love it yes dogs are incredible animals uh i will share this in case you missed
my post yesterday i thought it was funny uh you may not find it funny but it was my we were talking
actually like real stuff here that you know ai related AI related anyways, as far as some,
kind of some alpha, I guess, is on what models are best. And I, I've said on here,
I've primarily went to, yeah, Diablo Eto, thanks for sharing the Eileen Gu, her response to,
do you think before you speak? I'll pin that up top. It was an incredible answer
and blew my mind that it came from a 22 year old, like how well, how polished she is as a speaker.
Yeah, that was great. Incredible. Incredible. I'll pin it up top. If you haven't seen it yet,
it's worth, you know, I don't know what it was a minute 33. What, what sport does she like,
what, I don't know what she won or what, i don't know anything about her except i saw that on my feed freestyle skiing is that is that what it's called free
skiing or freestyle skiing she's she's a skier and you know olympic medalist gold medalist and
um but just she's good she's gonna crush it life like her outlook on life and just like
what a hard reporter ask her do you think before you speak?
The post I saw says, yeah, did you, did you, did not expect a question that starts out with, do you think before you speak to go so well?
A plus question from Charlotte Harper, an A plus plus response from Eileen Gu.
It really was that good.
I will, I'll go grab that and put it up top.
Thanks for sharing Diablito. But the other quick bit of nonsense
before we jump into Jane Street and ZachXBT expose
was image creation.
And I've been using Claude for most,
it's become my daily driver.
I still have my chat GPT paid sub.
I use Grok.
Apparently I need to use Grok more frequently,
use Grok more frequently, but just, um, and, and, and also credit, um, credit, uh, FFV for,
for reminding me of this, this, this was, you know, my, my takeaway was while most of what I'm
doing in Claude, ChaipeGPT still works better with image creation. And this was one yesterday,
like me stands up my dog, son of a bitch i'm in um
the uh the meme template there but that's the dire wolf back to dogs dogs are really incredible i i
don't know where i go next but a big dog for sure and maybe irish wolfhound i would love a newfoundland
i just probably too warm here irish, no, don't do that.
That's mean.
Really?
Okay.
Those are so hard to train, man.
Oh, my God.
I had a Siberian Husky when I was a kid growing up.
They are.
Sorry, go ahead.
He was such a good dog.
No, he was just like, listen, it was the easiest dog I ever trained.
It was like he was my best friend from the get go. Did everything I ever said. I like, listen, it was the easiest dog I ever trained. It was like he was my best friend from the get-go, did everything I ever said.
I missed that dog.
That's the best dog I ever had.
I'll definitely say that my Husky was the most difficult and easiest to train at the same time.
Incredibly intelligent, incredibly, to not be insulting to the breed, free-spirited, I would say.
I do have a 10-month-old Aussie right now, though, and I love this dog so much.
I'm going to end up getting another Aussie this summer, too.
So she has a sibling.
Huskies are great.
Especially if you work and you have to leave your house.
They don't care if you leave.
They're just like, peace out.
I do my own thing.
It's all good.
My dog is the opposite of that.
I pinned a picture of my dog.
My friend, when she saw that photo, said that I look like a five-year-old child playing in the snow next to my 130 pound beast.
So this is why like I'm interested in the idea of a direwolf because I really do like a big dog.
But I think I don't want this.
I don't want another Newfoundland only because I'm just gonna be disappointed because mine is perfect.
I don't know if you guys have tips for this.
Cause I'm struggling with this thing.
Like I don't want another of the same thing.
Cause the same,
because the thing I have now,
I like nailed it.
Like she could not be like,
she's just perfect.
So if I'm going to get another one and the minute something isn't the same,
I'm just going to fade it.
I'm going to be like,
I don't like this.
So I thought about maybe going with an Irish wolf found like something big,
but different.
Have you ever seen an Irish Wolfound in person?
Cause they are, I know they're big, but they are bigger than you could even imagine.
So my, my dog used to play with one.
Yeah.
Yeah.
There there's this, why it was, why the appeal came from is that I, I, my dog used to play
with an Irish Wolfound dog and I'm like, I could do that.
That looks very different and insane.
And I don't want a great Dane because their personalities can be like a mixed bag whereas an irish wolfhound's
personality is fairly consistent with what you get so yeah i don't know the the struggle bus is
real here but maybe i talk to machiavelli and i get a direwolf instead yeah i'm um i feel you on
getting a different dog like i'm i go back and forth on ever getting another golden retriever.
The only reason I wouldn't is because I had,
I don't know if you can see Moxie the sketch back here.
He was my guy.
And some of you have read the open letter I wrote to him
shortly before he passed away.
He had mouth cancer and they made it to 10.
Incredible dog.
Incredible dog.
So much so that Cooper,
who I only had for a short period of time he got
unfortunately hit by a car um but was an amazing dog i feel like he was moxie reincarnated and
now duke is is the same i i feel like it's if if reincarnation is a thing like moxies continue to
stay with me albeit different breeds and yeah that is um um why the only reason why i haven't
got another golden retriever because i feel I had the best one ever.
That said, hard pivot into AI models, ChatGPT, Claude, Grok.
I said ChatGPT, image creation was the best.
And then Mayhem one-upped me with a Grok video, or I'm sorry, a Grok image creation.
Outer, what's your go-to?
What do you use the most, just in day-to-day?
I mean, lately I haven't been doing image creation.
I use Codex because I'm vibe coding
and it's been awesome.
I love Codex a lot.
But if I, not, so let's say maybe like,
I guess a month ago, I would use ChatGPT.
But I do have like a way that I prompted to get like the design assets and whatnot that I need.
So you do have to wrangle it a little bit if you're looking for those kinds of things.
Like it can make you SVGs and a bunch of transparent background stuff.
It can do icons.
It can do a lot of really cool design stuff.
But you do have to like know how to ask or at least know how to get it to self-reflect
and ask itself. Um, but I'm sure there are like a ton of other like great image creation tools
that people use. I just like, because I have a flow that I'm into and maybe this is to my own
detriment. I'm okay to go back to ChachiPT if I need something quick and just get it there so I'm not versed on like the latest fancy new shiny tool for image
creation I'm sure there's probably better stuff out there that's more niche specifically to design
or to like making memes or whatever but chat GPT has been kind of the workhorse for me just because
I can go back to like I can go back to a chat where I've already established an aesthetic
and just go right into that chat
and get that aesthetic
because I've already like gotten it to a place
where it will give me that.
Does that make sense?
As like a UI UX designer
and like a product person,
like for me,
I want to have something that I'm like,
that's reliable.
So now that I've established certain aesthetics, if I need something quick, I will go there. But I'm like, that's, that's reliable. So now that I've established certain aesthetics,
if I need something quick, I will go there. But, but I,
I'm also not in like the, you know, video creation,
AI streets or doing like art on AI.
Like I don't use image generation to create art. So I don't really like,
I don't really know where people go if they're looking for that kind of
thing. Is mid journey still a vibe? I remember that was huge,
like years ago. Good question. I i i've been in mid journey forever uh i i think
one of the models in court bought it incorporated i just i don't even know but i i'm the same way
like i'm sure there's like some people might say like nano banana and i'm just not doing that stuff
with regularity i'm sure there's very like,
I tried that.
I'm glad you brought that up.
So I did do some side-by-side comparisons with nano banana and,
and what my,
my chat GPT prompt was that I did not get the same result.
Like it was actually not like what I,
what I was looking for.
But again,
like I think if you put time into it,
maybe it could work.
Yeah.
Prompting matters.
And some of the stuff that's more specific use case. Sure's very powerful but as far as like a like a one-stop
shop and i don't just use one now but it's probably if i were to rank and it's it's claude
chat gpt and then grok and i do want to experiment a little more with grok because i do hear
um more and more people talking about, for instance, this morning on image
creation. One other quick one, and I promise we will get into Jane Street and then ZachXPT,
but just on the topic of AI models, I pinned this up top. This might be of interest to you.
I just saw this yesterday. It's called Cell Type. They're touting themselves as we teach models to
reason about biology. Today, we're open sourcing the tool we built to run that science. Think
cloud code, but for drug discovery.
PIP install, cell
type, dash C-L-I.
So, just on the
idea of, like, this, they benchmark
it against other agentic systems
on computational biology tasks.
something I'm going to be doing on a
daily basis, but, you know, for the dorks of the world that are out there curing cancer,
this stuff really does excite me.
I talk about longevity.
Oh, yeah.
I mean, forever.
I'm convinced AI is going to create novel science, novel medicine.
It's only a matter of time.
What a time to be alive.
And, and it's, well, I'll give you like a, I'll do you one better.
I'll give you a really practical example of AI advancing something really cool
with cancer that I think is like accessible to pretty much anyone.
There's a test that you can do that I have done for my cancer, where a piece of your tumor is sent to something called Natera,
where they create a 16-genomic marker assay that's specific to your tumor's genetic markers.
They test and see which mutations you actually have on that tumor. And then subsequently, you do a blood test to check if there's any
circulating DNA that is shed from any of the tumors. And this test predicts sometimes up to
24 months before cancer recurrence happens. It will show it already happening. But you can't
detect it on imaging yet.
So doctors don't know what to do yet because they're like, well, we don't know where it's
going to recur. And if it's going to be in your bones, it's different treatment than if it's in
your lungs. So we still have to wait, but now they start scanning and imaging. And so you can catch
like the smallest little lesion before it's like stage four blown out in your entire, like, you
know, skeleton or your lungs are full of it or whatever, you catch it really early and you can like, like stage four, especially for breast
cancer survival is getting much, much better. But here's where AI comes into this. I emailed
the Terra and I was like, Hey, can I put in a formal request for the raw data?
And I put in a formal request and I got 25 gigabytes of genetic data for my specific tumor.
And it's on my to-do list to crunch that data and actually identify all of the very specific like molecular genetic mutations that I have had.
Because I can then look at clinical trials and go down and look at a ton of papers that specifically relate to exact like the mutations that my cancer has had so that if it does recur, I could have that information as well.
That is like, that would be unheard of in like trying to process like that much genomic
sequence data to try to figure that out.
Whereas now literally like I am probably a Saturday grabbing my tea and chocolate, like,
you know, a few hour session away from
that information, which is just like, why?
It really is wild, like mind blowing.
And to think like, it's mind blowing already.
And I just, I really do think we see just continued exponential growth for a while.
I know there's some people, oh, AI has plateaued.
Maybe chatbots have plateaued.
Because what else do you want to do with the chat, you know, just have a conversation with
a chatbot, this sort of oh, AI has plateaued. Maybe chatbot's a plateau because what else do you want to do with just have a conversation with a chatbot?
This sort of stuff, like the data analysis.
And it's just, I'm really, really excited for the present and the short-term future
and rooting for all those that are using AI, not just to create, you know, silly dog memes or, you know, silly
videos, but actually pushing humanity, pushing the world forward. And I know there was this
Citroni article we talked about yesterday and the AI doom. I still remain on the optimistic side.
I'm not, I don't know how everything shakes out. I just, I believe that more good will come from
this than bad is, are people going
to have to maybe pivot, find new jobs, new careers? Yeah, sure. But it's, it's happened
throughout history and we're still here. We've been okay. I just, I am really excited. And,
and I just actually had a, one of my best friend's sister just, just, you know, beat her battle with
breast cancer. And to think about, to your point, like the early discoverability
and it's this sort of stuff.
It's like, whether they reverse aging or not,
I wholeheartedly believe like early detection.
I was just sharing in the word this morning,
I'm back in the market for an Apple Watch.
Not that I, because I got really dialed into my steps
and tracking my sleep and all that stuff for a while
to this point where like,
I knew what it was going to say before I knew, but it's now to the point, okay, AI can do so much with this information and this data and healthcare is evolving so fast. I want the baseline stats and I want to be able to plug that in both on my models to play around with stuff and hopefully doctors continue to embrace it as well.
But yeah,
if anyone is deep into the Apple watch ecosystem,
I was just debating what's,
what's the big difference between it.
DM divide.
He closes his rings like almost every day or he tries,
he went on like a whole watch like kick. So definitely ask him if you want to know how like,
or whatever he likes,
but he went for the, the huge one, the ultra, whatever, you know, the how, like, or whatever he likes, but he went for the,
the,
the huge one,
the ultra,
whatever,
you know,
the one,
like the,
the fancy one.
Yep.
Yeah.
Do I go for the ultra or just the base model for what I'm going to do it for?
He windsurfs.
So he loves the ultra for that.
And I probably wouldn't be doing anything like that.
I just,
I really,
what's going to give me the most best data and in battery life would be the
other thing, but I wear it's going to give me the most best data and in battery life would be the other thing.
But I wear the Huawei.
Yeah, I love the Ultra.
The Ultra is pretty dope.
And I've had multiple heart attacks in the past.
Oh, man.
Yeah.
So for me, I have a mobile device that I can put my index and middle finger on each hand on this little pad, it can give me a EKG reading.
And then from there, it sends it, it can send it, it can read it straight through my app on my watch.
And if the report is, if the EKG comes back kind of weird, it will automatically send all the data
to my heart doctor wow um and
then if it's something that they are like hey get your ass in the office then they'll just
they'll they'll send it right back through the app um it's pretty cool uh but i i use it every day
it's it's always well a respect for taking care of your health and being proactive. And this is like whether you've had a heart attack or not, like the preventative medicine has, like not enough people are talking about how much preventative health care has leveled up thanks to AI.
And so I think for every Doomer article, like, oh, the end of the world's coming, we're going to have 50% unemployment.
I think at the same time, we should also be talking about some of the good that it's bringing into the world. And that is certainly one case
in point. Thanks for sharing and, and, um, you know, best wishes for continued good health.
Jesus. Um, um, I have a, I know I I'm not, it's not a tease. We will absolutely talk Jane Street
and Zach XPT, but I saw Steve popped in and I have a, I have a, a bold take
here. I've got a, a bold take and, and I just saw an announcement here that came out last night
from OpenSea. OpenSea delivering more utility than most NFT, more utility than most NFT
collections nowadays. I'm here for it.
I'm absolutely here for it.
Shout out to not just Steve, but the team over there, the biz dev
team that's pulling this stuff together.
Speaking of things that aren't,
AI is not getting enough credit for the medical
advances and healthcare advancements.
People love to, for engagement
and otherwise, love to dunk on open c and and
their rewards campaign because they haven't got their their c allocation yet uh i don't yet i
don't know anyone who all they're gonna do is gd cap that's it like you know and trust me i'm gonna
g most of mine unless they give me a reason to keep it well i and i you know same and and i think
part of that reason might be some of the
stuff they're doing with rewards i don't know i have no inside info steve is uh you know lock and
key i don't get any any alpha that's not been public i just they're they're you know most
tokens go to zero most people you know rush to the exits and dump their tokens because there's
nothing to do with the token i think the team's going to have some things to do with the token
my guess would be whether it's reduction of fees or you get more
points in the rewards program. And the rewards program, while most people like to brush it off,
oh, it's just, you get a blind box and you get to unlock your chest and you might get some of
the fees you spent back. It's become much more than that. And I think this is a great example.
They just announced this last
night arena club bringing their first mint to open sea arena club if you're not familiar it's on
avax and it's a place you can buy you can collect buy sell and rip uh slabs collectible cards
i guess you could maybe call it a bz competitor um different though and they and they don't have
the claw machine nor do they have coffee with captain.
But point being is they have a mint coming on open sea and the allow list is
based on how you finish last open sea rewards wave.
So this isn't biased because I,
I didn't do,
I got like basically the wood chest or whatever.
I didn't farm it at all.
Like I haven't been farming,
but I just didn't.
Damn bro.
I didn't have any activity last,
last season.
And,
and so yeah, I got wood chested it. i'm gonna be in the in the public sale here
phase three if it gets to that but yeah if you got sasfire chest and above you're guaranteed
if you got chromium chest and above your first come first serve phase two and then last phase
which i will be in probably won't make it there as public but look at this mint price is fifty
dollars one per wallet you mint you, you burn, you reveal an arena
club slab worth $70, $100, or $1,000. So talk about a plus EV mint. $50 going to get you at
minimum a car worth $70, maybe $100. Some people are going to get $1,000 on this. Some people are
going to turn $50 into $1,000 because of their OpenSea eligibility. And if I'm going to sit
here and beat up NFT collections for not providing access, utility,
and more collaborations, like used to be a core part of the, the,
you know, the NFT space.
So many of them ran away from that because, Oh,
royalties don't exist anymore. Well, they do.
If you missed yesterday's show, I'll link it up above,
go check out Unvault and what they're going to bring royalties back in a very
easy way for existing
collections who can not even migrate to new contract. Vaulting your original NFT, it's not
going to burn some really cool patent-pending technology to enable royalties and without
having to burn your original NFT. That said, it shouldn't be everything. Don't use an excuse. My
point is utility, access, perks, it's a good thing. Loyalty rewards. This technology enables
better loyalty reward programs than existed in Web2, but you got to lean into it. You got to
use the stuff. And shout out to the OpenSea BizDev team for pulling off these partnerships,
because this is a good one. This is one where if you got a Sapphire Chester
above last season,
worst case, you make 20 bucks.
But some people are going to make $1,000
off this mint and flip,
assuming they flip the slab.
I'm excited.
In fact, it's stuff like this
that just like if NFT collections
provided more utility, more perks,
better or lower to the worst programs,
could give me a reason as to why to buy their NFT
beyond just, oh, it's a digital collectible
and it might go up in value.
If they give me a reason, if they showed me,
oh, once a month, we're going to collaborate with
some new mint or
something that'll give you access that non-holders
won't get,
I'm much more likely to buy the NFT.
Just like this, I'm much more likely to actively participate in this reward season as opposed to just passively because it appears plus EV.
This is the kind of stuff that I enjoyed the reveal.
I enjoyed the mint.
NFTs, we talked some of these PFP collections making a comeback.
I think this is the other arena, pun intended, in NFTs, we talked some of these PFP collections making a comeback. I think this is the other arena,
pun intended, in
NFTs that can work is
look at
the success BZ's having with their claw dolls
and their blind boxes. This stuff is
pretty cool and excited for it.
And again, kudos to the OpenSea
team for pulling this together. Go ahead, Jesus.
Wait, I wanted
to say something quick for a second.
So, speaking of OpenSea, I think this is, this is kind of like my thoughts on this yesterday.
Yesterday I was on OpenSea and all collections were down.
And I don't mean like down, bad down.
I mean like they were literally down and not working.
So I'm glad that that got fixed.
But what I don't know is like, I don't really know how to participate in any of the chest
stuff because the features that I liked as a collector are gone. I can't bid on like a specific
trait. I can't multi-buy anything and add a bunch of shit to my cart and check out. I can't send
NFTs as gifts to people with one click. Like all of those things that I enjoyed about OpenSea as a collector's collector
are now not there for me like I especially the traits thing because I can no longer place bids
on specific traits I like I don't even like like what am I collecting so like I don't really know
how to like participate in accelerating any kind of chess thing because the way that I used to use
OpenSea and purchasing things like has now changed from that perspective and I'm not like a far more I
don't really I'm not gonna like yeah so if I was looking for art if I was and it doesn't mean I
don't use it I still use it because it's still my favorite marketplace but I'm definitely
disappointed that some of the collector stuff specifically was removed in the UI overhaul.
And I know that, like, I support the move because I'm probably, like,
sample size of, like, the tiniest amount of people, so it doesn't matter.
It doesn't service everyone.
But it definitely, like, as an edge case, removed that, like,
that excitement for me, at least to browse collections
and then look for certain traits and then just see, like, oh, maybe I am going to get this particular thing because I find this interesting. I'll put an
offer on that floor. And now I can't do that. And I'm just kind of like, well, I don't care. I'm
like way too busy to try to like go after certain things or care. So I think like, I don't know.
And it's not really like, I'm not throwing shade. I'm just literally, you know, it's a platform I do
care about and I do still use and it was interesting that the
collector specific things were uh sunset um and I get it's probably because nobody used them than
me you know besides me and maybe like three other people in the space but it definitely changed how
I interact with OpenSea when it comes to this idea of participating in any of the chess stuff. It was easier for me to figure out how to reallocate my burb and put that in place,
knowing that I'm going to get some more burb than it is to go on now and figure out how to play the
chess game. If the idea is just to buy stuff and that's how I get a higher chess, that's great,
but the tools that I used to use to do that are now I get a higher chest. That's great. But the tools that I
used to use to do that are now gone. So I'm kind of like, whatever, I'll just let other people
participate in this. I couldn't, I can't keep up with it. I hate to say it, but, and I'm with you.
OpenSea is my favorite marketplace. It's what I use. It's what I look at all the time to look at
NFTs. I am primarily in Web3 for nfts i like collecting things i'm not
that big a fan of coins it seems like openc really tried to lean into the coin thing because that was
the meta and blur right remember blur like it very much became like a traders kind of
like blur blur farming was horrendous as far as its effect on nfts and and i i gotta give credit
to openc for i mean when they first fired up this whole farming thing, it looked a lot like blur.
And a lot of people were kind of upset about that.
And they immediately pivoted away from that.
But I just, I think, you know, it kind of is the case that the best way to farm XP on OpenSea right now is just to kind of wash trade back and forth some coins.
on OpenSea right now is just to kind of
wash trade back and forth some coins.
That's my fact.
That's why I hate it is I feel like the people who are
winning most of these chests are the ones that are
swapping USDT for USDC back
and forth. And I did it like for a brief
minute just to level up one box a couple seasons
ago. I'm like, it's just not for me.
And I wish they would just eliminate that
entirely from the rewards program.
I get why they don't, but...
Yeah, I also get why they don't because but I, yeah, I also get why they don't,
because I mean, look, it's, it is the most significant volume creator right now is the
ability to trade coins. The thing that I don't like about it though, is that like the people
that I, it's just not there yet. And I know that they'll iterate on this, but as far as like a
coin trading experience, there just are better platforms. so like the people that are farming hard are just
lighting money on fire and fees to farm xp by doing simple wash trades when they're really
seriously trading a chart they're not doing it on open c just because it's just not there yet as
far as the ui experience well i i i i don't know i disagree with... I respect both your takes, but I disagree
with it because
what I see
as being in one of the private
chats for the
mobile testing,
OpenSea is trying to build a platform
where you don't have to go nowhere else.
Everything is here.
NFTs, meme coins,
I do think we see an announcement for ordinals at some point
soon um and like for me it's it's good because like even with tokens they just added advanced
trading tools you can literally do everything you can do here that you can do on TradingView. So, like, for me, the team, I see Chris,
I see these guys in the back channels.
They are constantly accepting any type of feedback
with any updates that they do,
and you're like, no, I don't like this.
No, I know it's getting better, and I know.
And I was very specific to say I know that they're iterating on it but
it's just not there yet i mean it's just it's just facts like when i'm hanging out in a space
with a bunch of coin trading dgens nobody's talking about trading on open c that's that's
just the reality that we're in right now i know that they're iterating on it i know it will
continue to get better and it may be the place in the future where people go to trade coins it's
just i don't know they're not talking about trading on
open c because open c does not give them a percentage of all their friends referrals
that's why they're not talking about trading on open maybe maybe open c brings that to the table
i so i mean are you saying that open c is a trading experience compares one-to-one with
other things like axiom or loot or some of these other things as a coin trading
experience right now? Because that's the only point I'm making is that it doesn't compare right
now. Well, right now they're testing perps and they're testing also once the full iteration is
out, yes, I think they're going to have buy sell limits. Everything is going to be there just like
it would be on Loot, Axiom, any trading platform you're on.
Once it is fully out and going, yes, I do think OpenSea will be able to compete with those.
My question was right now, and I'm specifically saying that I do think they will iterate and continue to improve.
So in the future, we are in agreeance.
But right now, I think you're struggling to say right now.
You keep talking about the future.
There's a reason for that.
I think people are fading in an opportunity
to not only get larger rewards at TGE,
but to build probably one of the best overall trading platforms in the space,
whether it's NFTs, meme coins, whatever you're doing.
Go trade your coins wherever
you want i'd like i don't care but i'm just saying like i think people are holding it over their head
that oh it's been a year plus and we haven't had tge fuck open c like i think that's the wrong take
to do but i agree with you there what these guys are. And I see it a lot in the back channels.
I think these guys,
I think these guys are delivering an experience.
For them,
they're missing something though,
which is,
and like,
I'm not going to say a lot because I'll have to send them like a product
design invoice here.
So I'll leave it to them.
I'll leave it to them to cook.
But like the,
the thing that's missing is,
is the end.
It shouldn't be an or because the minute that it's an or while you're trying to be like NFT, exciting marketplace and a trading platform and all of these things right now, they're or or or. And I'll just leave it there. But if they would benefit a lot from revisiting what and looks like and I'll stop there. stop there but i think it can be i think there's
a formula there for them to like really nail it i haven't seen it yet but i'm sure they'll get
their they're very competent bunch of people yeah you've and just to be clear i am not down on it
like i again open sea is my primary platform and i even trade my coins there because i don't trade
coins a lot it's very rare that i buy or sell a coin. So when I do, I do do it on
OpenSea just to get the volume there. I do think it would be, I think everybody that's fading
farming OpenSea is, they're going to find that that was a very silly thing to do. I'm only talking
about the current state of things and what I think that they're trying to do and lean into.
That's all. Alder, you've forgotten more about UX UI design
than I'll ever know.
I do wonder how much,
like just in the process of like an overhaul,
like how much do they take everything away,
strip it down,
and then almost rebuild from first principles?
I don't know.
Steve did mention,
and he said he's going to pass along the feedback.
Lots of features change to avoid issues,
spam, scams, et cetera. But if you have a list of things missing, you to pass along the feedback. Lots of features changed to avoid issues, spam, scams, etc.
But if you have a list of things missing, you can pass along.
To which Dort replied, be careful, she may send you an invoice.
She should.
I see a lot of, like Diego in the abstract chat,
also a big fan of the mobile app.
He's been testing and doing perps on OpenSea.
I don't know why or how.
Absolutier did also add, he thought he was the only one that missed some of those features on OpenSea.
Mata says, I think Normies allows bids on OpenSea, and trade bids, that is.
And I didn't see this.
I don't know, is it something in the contract?
I don't know, is it collection specific?
But I did go and check, and I don't know. Is it something in the contract? I don't know. Is it collection specific? But I did go and check and it's not, I don't believe unless I'm missing, it's not all,
but now on Normie is one of the newer collections that by the way is up another 10% on the day to 0.05. You can make trade offers, not only make trade offers, but if you go into the offers,
it has a breakdown that shows like the current trades, the volume of those trades, what the current floor is.
I'm sorry, what the current offers are per trade.
So this is cool.
I just don't know, again, a collection specific, is it something to do with the contract or why that might be on some but not all?
some, but not all. And I guess back to my initial question or thought, like, I just, I wonder how
much they have to, you know, take, take away a lot of stuff, i.e. trade offers and then rebuild it
with what they have in mind going forward. But I guess high level thoughts on that outer.
Does that make sense? Sorry, I was, I was reading stuff.
I think it's a collection thing because some because I've noticed that before as well.
One thing I wish they would do
is allow me to go look at mutants
and just go and select M1, M2, or M3.
I mean, obviously not M3
because there's only, what, 11 of those.
But M1 or M2,
I want to be able to just filter that way
instead of having to go through
the background magic eden does it a little bit better uh but you can't do that so it's kind of
a pain in the ass uh one thing i just suggested because it seems like they're doing a lot of brand
outreach and so it started with bz for the the rewards. Yep. So you were getting the BZ ticket.
Now, obviously, you claimed it.
It was an NFT.
You could redeem it.
But it seems like they're adding perks.
And I think in the rewards page, and I just put this in the OpenSea chat,
but there should be a My Perk section to where I can see that I'm eligible for this mint.
It's like a reminder.
You know what I mean?
Yeah.
and,
and like,
because I got the glitch bunny thing,
the,
you know,
in my last chest.
So that could have been in my perks.
And then now I'm eligible for phase two of the arena.
So like that would be there.
But if I don't,
if I don't,
you know,
have that written down somewhere or whatever,
I mean,
I could potentially miss it.
But if there was a,
my perks thing there and they,
they were reaching out to like,
you know,
AVAX and getting on like,
you know,
getting a hundred whitelist spots for their next upcoming big mints and
doing all those things.
I think it'd be really cool.
Yeah,
I agree. I'm like outer. I too it'd be really cool. Yeah, I agree.
I'm like outer.
I too don't trade on mobile,
but I am,
I've seen a lot of those that I actually haven't seen any non-positive
feedback from the beta testers.
D bid here,
D I bid says part of the program.
Your app feels very clean,
very floor S for those that have been around for a while.
That floor app was,
was ahead of its time.
Chris, who's now CTO, I believe, at OpenSea,
was one of the co-founders there at Floor app.
And if anyone else would like to participate
or test out that mobile app or per product,
hit up Steve.
He did say a lot of great feedback from the beta testers,
the new products.
If anyone interested in testing out the mobile
or perp's products, let him know.
Onboarding more people every day.
Cap, you want to hear a funny story about the mobile thing something happened and i logged in and this didn't happen to
everybody i logged in and my open sea balance was showing that i had like 12 billion dollars in
ethereum and like i couldn't get and it was showing it on my desktop it was i was like did
somebody just like really screw up?
Like what the hell is going on?
I turned into Tom Lee for a minute.
And we were in the bag gel.
She's almost had another heart attack.
I get it.
I, so I hit up the open seat team and I'm like, guys, can y'all please verify this with my wallet?
And they were like, yeah, it's just a glitch.
And I'm like, like man y'all
owe me a fucking crypto punk or something because like that was bad i'm not i'm not one to capitulate
but if i had a if i opened up a 12 billion dollar balance i would be running to the sell button
you don't think i didn't try selling or sending that shit to my coin bank bank error in
um uh that that would be i mean you want you want
to get everyone on your side um that's the feedback uh for open c is just uh just inflate
all of our balances and allow us to trade that to you know 10 100x of what's really in there and
get a lot of uh a lot of uh lifelong fans i'm sure yeah but that just to say that, though, within like three minutes, the OpenSea team is able to push updates so fast on that back end that a lot of suggestions, people may not realize it, but there's small updates that happen in real time.
And it's pretty wild what they can do.
Yep.
So, yeah, shout out to them.
Yep, well done.
And no partnership, not being paid to them yep well done and not no no partnership
not not being paid to say this at least not yet that's my shot to uh to get in steve's pocket a
little bit i kid but i'm serious i would love to do something with them sometime at someday
uh when the time is right but um this is just i you know i respect the team uh beyond just my
friendship with steve like they they're working hard and i don't envy the position they're in
it's very hard.
there's also a lot of people on the team
that had,
that were not around a year ago
when they announced C was coming.
And I,
I think you nailed it,
Jesus.
I do think,
now there's obviously outer
had some valid feedback.
There's a lot of valid feedback
and they're building
and no one's saying they're perfect,
but I think the majority of the
FUD they get on the timeline
is because they haven't TGE'd yet.
Twitch,
I would ask who, who of you would TGE in this current market?
Like, you know, it's, they,
they need to get everything done in their building before they TGE.
So people, so there's a chance of success.
I don't, I don't know, bro. Adam Hollander, somebody quote tweeted that,
that the meeting that, or the video call that's coming on the 30th,
somebody quote tweeted it and said, well,
I guess we're going to see ticker C in April.
And Adam Hollander commented under that and said,
well, that's not Q1, is it?
Insinuating that the ticker C was still coming in Q1.
Yeah, I mean, I saw that as well.
So I don't know if that is foreshadowing that we get TGE on March 30th.
Yeah.
Or the 31st.
Maybe they say it's coming and then drop it.
Yeah.
Normally we see like the days ahead of time.
We see like, oh, ticker C going to be on Binance.
Ticker C going to be on Coinbase.
You know what I mean?
Look, I'm just happy when Steve is
in the space and I see that
badge and it just makes me smile
I'm happy when I see that
because I know how happy
he is I don't know I'm just like
I don't know that makes
me very very bullish on OpenSea
Cap I do
have one last question do you think Steve
is going to convince The team to change
OpenSea branding
Colors to Ohio State
When football season comes back next year?
That'll be the, just like they're doing
This drop with Arena
That'll be come fall
It'll be some sort of OSU collaboration
For sure, book it
Open the polymarket on that one.
I will shove all in.
I don't care if they blame me for insider trading.
Speaking of insider trading,
this is how you professionally segue into the next topic for discussion.
If you missed it, a lawsuit filed against Jane Street,
who apparently was the cause of the Terra Luna crash.
Or, well, maybe not the cause, but insider information.
They basically were in a group chat.
I'm going to paraphrase.
I'll pin this up top if anyone wants to do the deep dive.
But the summary is Jane Street behind the 2022 crypto winner destroying Terraforma
by first depicting the token and then destroying the ecosystem, then pretending it would rescue Terra, getting in group chats with million out, and ultimately, best case, sped up the demise.
If not, we're behind it altogether.
Here is a little more, I'm quoting, this is a Shanaka quote tweeted the initial post there from Zero Hedge.
And the excerpts from the lawsuit are also included, although some of it does look like the Epstein files with redactions.
Court filings confirm it was Jane Street's largest single crypto swap in history.
Terraforma's bankruptcy administrator sued Jane Street in Manhattan federal court, alleging the firm used insider trading from former intern Bryce Pratt to front run the collapse. The complaint says Pratt set up a direct group chat with Doquan as the ecosystem was dying, feeding real-time intelligence to Jane Street's
trading desk, while the firm unwound hundreds of millions in exposure. Also worth
noting, Jane Street is the one that most people
attribute the 9.30, the 10 a.m. sell-offs
we've been seeing for a while now. Some sort of funny business going on behind the scenes there
is alleged.
Anyways, and also, by the way, if you're not familiar, Jane Street is where Sam Beckham and Freed came from, Carolyn Ellison, like just a lot of, I mean, it is an insensualist industry, but a lot of bad actors.
It's like, you know, we talk about coaching trees in sports.
A lot of bad actors came from Jane Street. And
this is, again, public information on this lawsuit. He goes on to say, Almeida Research
was founded by SPF, who trained at Jane Street from 2014 to 2017, ranked as the best trader in
his class before leaving to build a firm that would later destroy FTX and another $8 billion
in customer funds. Three firms connected by alumni networks, secret deals, shared Telegram
chats, 40 billion
erased. Doquan got 15 years. The quant firms got out first. The question before the Manhattan jury
was the 2022 crypto winner, a market failure or information extraction where the fire brigade
watched the burning building because they'd already collected the insurance. Milk Road had
this to add, one of the wildest allegations in recent crypto history, the bankruptcy administrator
dropped this lawsuit against Jane Street, one of the most powerful trading firms on Wall Street, alleging insider trading that helped accelerate the $40 billion wipeout.
The lawsuit claims this is what happened in May of 22.
Terraforma quietly withdrew $150 million from the curve pool.
Minutes later, a Jane Street-linked wallet pulled out $85 million.
Timing wasn't a coincidence.
According to the lawsuit, Jane Street was alleged front-running based on material non-public information from Terraforma
insiders. Okay, so why does this matter? This was four years ago at this point because Jane Street
isn't some random trading desk. They're a high-frequency trading powerhouse that moves
billions. If they had insider knowledge that Terra was about to wobble, trading on the information
could have created a cascading effect. The lawsuit names Jane Street co-founders and employees.
The administration statement is damning.
Jane Street, excuse me, administrator statement is damning.
Jane Street abused market relationships to rig a market in its favor during one of the most consequential events in crypto history.
Jane Street has fired back, calling the allegations desperate and baseless.
They say it's just an attempt to extract money from the bankruptcy process.
The stakes are enormous.
The stakes are enormous.
Luna went from roughly $80 to zero in days with UST losing its dollar pig completely.
Contagion spread across the entire industry, taking down three euros.
Capital, Celsius, Voyager, Domino's that eventually led to the collapse of FTX.
This lawsuit eventually asks, if you're wondering, without getting into all the details, FTX had stakes in a lot of these others.
And FTX had stakes in a lot of these others.
Again, this could have very well been the very first domino that fell that led to the collapse of FTX and crypto winter of 2022 as our legend here.
Do Kwan is again serving 15 years after pleading guilty, but the lawsuit suggests the full story of terrorist collapse.
Hasn't been told yet.
Whether these allegations hold it up in court remains to be seen, but it proven true.
It would reshape how we understand one of crypto's darkest chapters. Yeah. And I guess my
other thought is, I wonder if this leads to some sort of class action. A lot of people got hurt
bad in the Terra Luna collapse. A lot of people got hurt by this. People committed suicide over
this. They lost their entire life savings. I wonder if this
lead, especially if this suit holds, I'm not an attorney, but I wonder if it ends up leading to
additional potentially class action. Alder, I don't think you were in Terra Luna or got
personally impacted at least directly by this, any any thoughts or high level takeaways from this jane street lawsuit and um you know i guess insider training in general because i'll set up
the next conversation regarding zach yeah i completely not involved in any of that i do
remember when it happened and it was awful um i mean i think there'll be light shed on way more than we even
realize for probably years to come based on what has come out in the space from before so it's
probably the only take i'm going to give yeah i agree i also it makes me think we really still
don't know the full story behind 1010 of last year, October 10th,
and the massive liquidations that occurred then and kind of set,
almost like decoupled crypto from TradFi in the sense that following 1010,
stock market, S&P 500, everything kind of ripped up.
And granted, it's pulled back now.
Crypto didn't get that same pump.
And I still think it was a result of 10,
10 and everything that,
that happened as a consequence.
And I just kind of now we're seeing this four years later.
I mean,
there's a world where we really don't know what happened on 10,
10 until 2030,
if ever.
But yeah,
just wild stuff.
Thoughts
for everyone that did get impacted by that,
not trying to rub salt in the wound
or bring up some...
Never impacted, but
if people are doing illegal shit and you
can prove it, fucking put them in the
hole. That's it.
And to the point of both those articles is Jane Street isn't just a crypto firm.
They're a very large, high-velocity quant desk in Wall Street.
Zonko adds, what's fascinating to him is that Jane Street uses a proprietary trading stack that direct connects to exchanges, which bypasses the use of OMS slash EMS.
They're responsible for 10% of volume on
all equities in the US. So if
they go belly up, woof.
Yeah, this could be
far reaching, far beyond
crypto if it ends up being
Jane Street is
guilty of this insider trading
and there is major fallout.
But I
kind of agree.
I agree with you, Jesus.
Like if they're guilty, there's got to be consequences.
You know, we were talking about the aliens versus predators last week.
Like people need to get in trouble.
Like whether it's, you know, sex crime, child trafficking, financial crimes, like people, people need to be held
accountable. And, and even if the consequences are, uh, severe and, and have, you know, ripple
effects, I just, until people deal with those consequences, they're more likely to continue
doing, uh, continue doing these things. Uh, yeah, the, the, the problem with this space is that there's no accountability for actions
and if there if there ever was like then we would be in a totally different place right now um you
know and nobody wants to have accountability that's it goes back to the spider-man meme where
everybody's pointing at each other and i think it's also convenient for people to forget the atrocity when they stand to
potentially make a bag from the same yeah yeah i've had people in my dms for years asking me to
hey let's do this with a coin let's do this with nfts let's and it's like when you look back at it
the shitty thing is is like i could have been a part of some of those things scammed made money if i was a person with no morals and
no you know didn't care and i could have made a crap ton of money but at the same time i could
still be on this stage today or probably not because cap has morals and he'd be like no screw
you uh but it's like those people are still you know uh applauded today because they innovated the space.
It's wild, man.
People still try to glaze Sam Brinkman-Fried because he was an early investor to Anthropic.
And that stake would be worth hundreds of billions now.
Yeah, he was an investor stealing customer funds.
Like, you can't just stop trying to put a positive spin on this guy.
He was a bad actor, and he shouldn't get pardoned.
The worst part, I think, is that it proliferates a narrative that, like, if I or anyone chose to go into the nefarious arc, that is the gateway to making money in the space.
And I think that's ultimately the worst part of it.
Like to the point where, yeah, okay, if I accepted all of the crappy things that came through my doorway, I would absolutely have more money.
And I hate that that's the narrative, right?
Like the narrative is that if I just like sell my soul to the devil or whatever, I will be more rich.
As opposed to like, what's the narrative of like somehow not doing crappy things and still making a good bag, right?
Like that narrative exists less than the one where all of the things that you participate in and all the things you shill and all the things you take.
Like how do you, like, how do we change the narrative a little bit because everybody in the space like myself
included is fine to just be like yeah well this happened it is what it is right like that's kind
of the attitude we have it's it's it's i think a big part of the reputation and pr problem in crypto
is exactly that it's not just are there sc scammers and grifters and charlatans.
Those exist in most industries. In fact, for whatever reason, it seems like sometimes here
they're like celebrated. And I don't get it. It is frustrating, but yeah, I hope these people
pay the consequences. Speaking of paying the consequences, this is funny.
Well, quick segue before we talk about the next expose and insider trading.
I did allude to earlier changes coming on the timeline.
X, Nikita in particular, cleaning up a AI slop.
Disclosures are coming.
If you have a paid promotion,
you've got to disclose it, otherwise you're
risking your account suspended.
Recently, just like last night,
Kalshi removed all their affiliate
badges from the platform.
Well, it says
X removed all the Kalshi affiliate badges.
When I first read it, I thought it was CalShi
doing it themselves
and Polymarket liked this post
to which Nikita replied with the Grim Reaper post
coming next
so yeah
a little bit of humor there
but they're moving quick
with some of these
some may say severe, some may say overreaching
I say just
do the right thing.
Stop with the AI slop in replies and comments.
And that is now like you can reply as a human manually,
but if you have some bot out there that is spam replying GM
to thousands of influencers, you're going to get nerfed.
You're going to get your account suspended.
But why remove the badges?
I don't understand that.
If you're a badge, you're an ambassador,
that means you're getting paid by them
or compensated.
I don't understand that.
I do think it was...
I could be wrong.
I do think it was...
I do think it was
Kalshi, not X.
I think Kalshi removed it because,
I'm trying to see if I can find the original post,
because it was just too hard to manage.
Basically, if someone's rocking a badge
and they do something,
because I think a lot of this started with,
there was someone that,
oh, here's the best, most valuable companies this cycle.
And it was a paid ad by Kalshi. Whether it was paid or Koushi is paying them to be an ambassador and they're not disclosing
that. I think that's where part of the issue is. So I think they removed it as more of a
getting ahead of it and kind of like CYA, making sure that some affiliate isn't saying things
are not supposed to be and Kalshi getting in trouble over it.
I don't know.
It says X removed Kalshi badges under updated paid partnerships policy.
So, because I think the difference between, you know, employees are, I mean, this is interesting.
I don't know.
They'd probably, I have to unpack this a little bit.
Like I still rock a mintify badge i'm not paid to rock that badge i don't we don't really
talk about minify anymore we we talk about openc i like the team former team member that mintify
i just keep the badge because it gives me the it gives me the perks of having a badge um
but i'm not compensated did they forget about it um no i think we i don't know
um i'm messing with you i i should say i do have some mintified tokens so indirectly i i was paid
at some point i don't talk about them my posts aren't but maybe this is part of like, I think it's assumed you're working for a company
or you had some relationship with the company to your point. Um, but that's my question is like,
I don't know. Good question. So this was the first one I saw was that Kaoshi abandoned it.
And now I'm seeing reports that it wasn't Kaoshi, it was X remove them because so I just,
and I also think part of this is specifically targeting
prediction markets, casinos, gambling. If you stack rank, what are the biggest abusers of
undisclosed paid promotions? I think prediction markets, casinos, probably at the top of the list.
And so maybe this is the first step. Maybe it is trickling down entirely. Like, can you, if you're an employee, should you go to Rockabad? Sure.
If you're an ambassador, how do you disclose that? Good question. I don't know. Maybe,
maybe get new features coming. But that's what I'm saying. So like I work for the Diamante team.
So like I work for the Diamante team.
I host their spaces.
I put posts out.
I, you know, engage with the community and discord.
I do everything that's within my role.
If I put a post out and I am paid as an employee of the team,
am I like, is that supposed to every single post?
I'm like, you know, nobody does that.
Steve, Steve doesn't do that.
Adam doesn't do that with OpenSea.
They're not like, you know, it's not their partner.
It's their employer.
So like, that's kind of dumb, you know, but I don't know.
It's just like.
Very nuanced, right?
Like how do you get a W2 employee from a 1099 contractor?
Should the 1099 contractor disclose every single post that they're a 1099
contractor at some point they've been paid whereas an employee because you're w like very nuanced and
you know not to tie it to you know open seat you know deleting features and rebuilding but
maybe part of this with x is like really ripping off the band-aid, take a set, hey, this is, we're not going to tolerate unpaid
or undisclosed paid shills anymore.
It is on a spectrum.
And like you, to your specific example,
like, I don't know.
I don't take-
But every post, anybody that's,
this is my main argument.
Anyone that is approved for monetization
every post is an undisclosed shill yeah every one of them because you're trying to get engagement
you're trying to write a good hook you're trying to just like the tweet i just put out
that i tagged you in for zeet yep is literally i started it off with, is this extraction? I put a hook to get people to come in.
Am I paid by Z?
I've won tournaments.
But that's the whole point,
is for me to try and get engagement on the post
so I can have a better payout on my ex payout.
I think every post should just be fucking labeled
as a paid promotion if
you're monetized it should just automatically come with that tag but then then so then then
then we get back to like every every post of the app is is this disclosed as a paid promotion
or paid you know it's like it's like it really. I guess my question is like,
it's in the eye of the guy sitting at the desk
who has the power to say no or yes.
Why does it seem to be so much different
or more nuanced on X than it is on other platforms?
Like Instagram, for example.
Help me unpack this.
Are there any ideas like
why you see a paid post on instagram like usually they're those influencers is their their hashtag
ad or hashtag sponsored here it's is because the monetization works different to to chesus's point
like well if anyone's monetized in theory every post they make is paid like i well i think there's a difference like like if i was using my account as like one of those brand influencer people then
like having a taproot wizards badge is fine because i work there but i wouldn't in this case
if i was just doing like influencer branding i i wouldn't necessarily have allegiance or a badge
with with any brand in fact i should have it with my own
like with my own brand and then every post that i make that's featuring some kind of product
because i got paid to shill it would be a paid post versus stuff that like you know would just
be regular content that's not that and i and i see that yeah like it's a little bit different i
think versus like i work at the taproot wizards, therefore I have the badge. Whatever I say is whatever I say.
Like, I don't know.
I think, like, that's a bit different than, like, a setup where maybe my account rotates badges and people pay me to have their badge for a week if I was, like, a big account or something.
Like, there's lots of ways you could set this up.
But it's a little bit different than, like, you know, Insta or TikTok or whatever because you don't have this like platform of badges everywhere you go especially like you know in in in like
conjunction with a single individual brand that is just like the one yeah yeah like but like i
don't even understand it so like when i'm on tiktok or i'm on Facebook or whatever, and you're going through reels and it's like,
they 100% do not want anything with crypto or gambling or anything.
So if I said, you know what?
I want to make a video for my, cause I'm partnered with Toshi bet.
I'm going to make a video and I'm going to post it.
And I'm going to pay a paid promotion to run on,
on TikTok for a month and try
and get people to click my link. I
can't do that. But every
other reel you flip through,
there's a paid promotion
there for some casino game or
some somebody, you know,
so like, how are they able to do
it? But I'm not
able to do it. So it's
really weird, man. Is X the only one
with badges, like affiliate badges?
Is X the only one where... I think so.
I mean, you could tag in your bio.
That's what Alder just said.
So I wonder,
this actually, I think, a great
suggestion by MeshMash over in the abstract chat
says it simply thinks
I have a badge that
identifies what role you're at the company.
Or ambassador versus employee or somehow like adding to what the badge actually represents.
And then you could do this in like a roundabout way because you can have like several accounts for your company. So if I have company A, I would create company A main account.
And then I would create company A influencer account.
And that influencer account would have like the green version of our normal logo.
Right?
And through X, I would then give all of the influencer people like that accounts badge.
Whereas all my employees would get the direct account a's badge if that
makes sense like you could actually do that now no you can do that now well in the way in the way
that i just said it would have to be like just two separate accounts you run with two different badges
yeah the problem is you would have then there incur the cost of what 10 to 12 000 a year oh yeah then 50 per affiliate so like when i started
seeing polymarket and calci rolling out all these affiliate badges i'm like they're they're it's like
it's like two people's salary in the united states they're spending just on badges it's it's
ridiculous 50 a pop so it's not it's not cheap when you see a badge on someone.
Yeah, it
Bash Bash follows up.
Outer Loom is right. All the people who had
Trove badges removed them as soon as it got rung
so they looked like they had nothing to do with it.
I like the badge
concept, but it's
I don't know. Maybe it's creating more issues
than it's helpful. Trove was so obvious creating more issues than than it's than it's helped
trove was so obvious how do you not see that with an abstract timu badge like bro
abstract timu badge might be my
i don't like it yeah it looks like they went on fiverr and paid the guy who was like 50 cent for web design and said, give me a logo.
And this guy just like, he probably farms abstract and just took the logo, flipped it.
They didn't go to Fiverr.
They just dropped it in chat.
GPT said, use an image and make this slightly different.
We're in a time where AI generation of logos is probably better than somebody on Fiverr.
100%! What happened here? My gosh. Yeah. Yeah. That's funny. of logos is probably better than somebody on Fiverr. 100%.
What happened here? My gosh.
That's funny.
Speaking of all these stocks getting crushed,
last week I said
somebody needs to build a bot that simply
follows Anthropic
and OpenAI and X
and their blog posts or their
updates. Anytime they do an update,
immediately go and short the company
stocks are likely to be affected.
It happened again yesterday.
IBM dropped
I don't know how many billions of dollars in market cap
because of a new cloud update.
And yeah, someone
build this bot.
We are going to get into
the Zach XBT expose
and any takes or thoughts on who the next insider
trading might be. But since I just mentioned shorts, I don't think you can find it anywhere.
But if anyone found a place to short this gas token, this GWE token, this was one where they
did the social campaign and kind of rugged a lot of people who participated. They didn't get their
claim. And then those that claim had to stake their tokens for 30 days for staking. You couldn't even claim it. This thing is still trading at a FDV of $306 million.
It's going to zero.
So if you can find a place to short this, please let me know.
This would be the trade of the day.
I can't even unstake mine yet.
Well, I think it happens today or tomorrow.
It's coming soon.
It's today.
Today's the day.
So when that clock ticks and when you're able to unstake it,
I'm guessing
you're probably going to race the exits and dump your entire bag. Yes. Yeah. And as well, I think
probably 99% of the others, there's only 4,300 holders of this token people have bought, but it's
kind of like a faux honeypot where all the claimers, you haven't been able to sell your
tokens yet. That's hitting today. So this is not a,
this is a like maybe a,
maybe like a $10 million token
masquerading as a $300 million FDB
because of how they did the,
you know, the questionable mechanics.
Speaking of questionable mechanics
or questionable activity,
we got some big news coming tomorrow.
If you, we flew over it yesterday.
There's now some poly markets on who it might be. But this post went viral from ZachXBT, who said, major investigation dropping February 26 on one of crypto's most profitable businesses where multiple employees abused internal data to insider trade over a prolonged period of time.
I saw a lot of people saying, oh, this is probably World Liberty Financial.
I don't think it is.
I kind of joke, but I'm that the family, the Trump family, participated in insider trades.
I don't think that would be a shocker.
But I also don't know how profitable World Liberty Financial is and what they would even
be doing to insider trade.
I then thought, well, maybe it's one of the prediction markets.
Maybe it's a poly market because there's been some questionable activity in insider trading there. But again, employees, how would they know if it's a public market?
when I had it in draft because it's now by far in a way the leading like 50% I believe on 41%
excuse me are Meteora is the leader in the clubhouse right now Meteora at 39% Axiom at 16%
Pump Fund at 12% Mex at 12% World Liberty Financial at four%, Binance at 3%. Same thing there.
Like Binance wouldn't be shocking,
but I also think it's like almost too obvious
for Zach to tease it out like this
because they've been caught insider trading before.
Jupiter 3%, Wintermute 2%, Grayscale 1%,
Coinbase on there at 1%.
I think I'm not,
I struggle explaining what Meteora does does but i've had some really smart
people that are deep in the weeds and explain to me like people making money on the tokens and
pump fun and the trenches it's the big money got made behind the scenes and i even before i saw it at 40 it's actually down it was higher uh looks
like it almost hit 60 but i i think bdr is probably likely here outer i'm gonna hand it to
you and i'm gonna step out and refill the coffee real quick uh so i'll be right back but feel free
to take it wherever you'd like and then if we have other hands feel free to take it around the stage
thanks yeah i'm gonna slightly pivot for a second and just like
say this psa because i see this on my timeline still and i'm sure most of the people in the
space already know this but like in case you don't um i keep seeing posts of people fading
vitalik because he's withdrawing eth and like you know panic posting and just like saying, oh my God, what is he doing?
Blah, blah, blah.
So like one more time for those in the back, he made an announcement on January 30th.
He's going to take out 16,000 or so ETH because he's leaning into privacy tech development
for like a bunch of years.
Like that's the TLDR.
He made an announcement.
He's going to do it.
When you see that there's a withdrawal of like 3K ETH is not a panic thing. an announcement he's going to do it. When you see that there's a withdrawal of like 3k ETH, it's not a panic thing.
He said he was going to do it.
Like every time I see somebody's like crazy post freaking out that he's selling Ethereum,
I'm just like, oh my God, please stop.
So that's all I really wanted to say.
But yeah, I don't know.
I don't know if anyone else has any comments on that part of it,
or if anyone else has.
So is he taking the ETH, selling it,
and then investing that ETH into privacy chains?
Yeah.
Has he announced what privacy chains he's investing in?
Not that I've seen.
I'd have to, like, let me see if I can find it.
But yeah, he said, at least, like, a grok post to someone else scrutinizing it said he withdrew
16,000 ETH, I think.
Yeah, 384.
16,384 ETH to fund open source, secure, verifiable, full stack tech, hardware for privacy, self
sovereignty and public goods over the years.
So this is his share of the Ethereum Foundation's mild austerity to deliver roadmap and long-term sustainability so um he still holds
224 000 eth like yeah like it's um what an interesting comparison though compared to like
something like bitcoin right where where like we don't know
who made bitcoin and you know like it's it's so different when like vitalik is the
the face of ethereum and when when things move or when something happens all eyes on
on a robot on the floor of a convention yeah i haven't i didn't go to east denver does anyone have any
like east denver takes or have you seen anything i saw it didn't it didn't look great um
much people didn't people make an artwork it was all builders it was all builders that's what i've
heard like it was no outside people were yelling at each other from across the arena.
It was so much space in there.
Yeah, a smaller... Now, I heard some say there was some good conversations,
but most...
It was...
I don't want to say depressing.
That's not fair, but it seemed like,
based on what I saw,
probably the smallest attended Ethan Verbe in a long time.
Did Vitalik go to it?
I think they're moving it to the public library long time. Did Vitalik go to it? I think they're moving it to the public library next year.
Did Vitalik go to it?
I didn't see any clips from Vitalik there either.
See, because I think that might be fun for, like, the fan,
the fanboys and girls of Vitalik,
if they went to something like this and it was small and he was there, right?
You get this, like, interesting and he was there, right? You get this like interesting vibe happening,
but yeah,
I mean,
I'm not surprised,
but that's,
that's what players are for.
Especially when it's a smaller crowd like that and it's primarily builders,
like it seems like the perfect one for Vitalik to,
to attend and participate in.
And you're right.
Those that are there, they become even more passionate
Like those that are there,
they become even more passionate about building on ETH.
about building on ETH.
Back to your
point, though.
I wouldn't be surprised if it's
Mexi with Zack
XBT, because there's some
shady motherfuckers over there.
I guess Mayhem says Meteor is such a solid product who plays not them
if there was some connection to the hayden davis stuff anyway that's also why i think
might be them is more than we know really what happened there
this is hoping it's bigger and that's why it's he pre-announced it. Who, I wonder if these like even listed here,
we talk about size and bigger impact on the space.
Is there not a other or is it just these brands?
Yeah, just these brands.
But they've got a lot listed as I scroll down.
I mean, it's after, you know,
I said Grayscale, Upbit, Coinbase, Hyperliquid.
Hyperliquid, 1%.
That's reassuring.
Tether, Athena, DexScreener, Bybit, Aave, Helios.
Well, Hyperliquid's his second largest donor.
Optimism is his number one.
Who's like giving him rewards i guess for finding bugs and
whatever but hyper liquid's number two it would be pretty wild if he came out i mean obviously
to protect his brand he wouldn't accept money you know just to be quiet so
mexi was what was early leader they at 50% and then dropped pretty quickly.
I don't know.
It'll be interesting.
If anyone has Zaxi or I'm going to take a shoot a shot and cold DM and see if he'd like to join us.
I'm not expecting him to, but.
Maybe he can unblock me.
He unblocked me when I had my PAP as Slimer from SOMO.
Does he?
I know he's an onon does he speak on spaces or
any podcast you ever done an interview or i've never heard him i haven't either i think somebody
i heard said he has spoke on spaces but i don't know um nevertheless gonna be an interesting day
i imagine um i had the question is there gonna be another like version of Zach XBT come out of these AI
agents?
Somebody told me no,
because they can't really read like these agents can't read blockchain
technology,
like read the transactions and do everything like that.
But I mean,
I see his role kind of being sidelined unless he's using agents to, you know, unless he's leveling up what he already does.
I would imagine.
I mean, I don't know.
I would assume he's leveled up even more.
And I don't like I think there'll still be.
It's kind of like it's different, but it's kind of like, you know, AIR and taste still matters.
I think like here, like maybe at someday AI gets to the point where it can do all these proactive investigations.
I think they need to be, at least now, need to be told, you know, what to investigate, where to investigate.
I think the human element behind it still matters would be my take.
Also, for those that are the GUI holders out there,
Dork did add, thank you for doing this.
He believes most could actually unstake tomorrow
at 7 p.m. Eastern,
doing some digging on the contract
with lock-in to function in the contract
and converting that Unix code to the actual date and time.
So it looks like it's wrong on the website, which says the 24th.
It looks like per the contract might actually unlock tomorrow.
Jesus and anyone else that has that, that gas token.
I guess more moving from insider trading and,
and scammers and worse some positive news.
Hizzy, thanks for sharing this.
And I actually had another highlevel, very positive industry topic. Crypto.com announced that they've received conditional approval from the Office of the Comptroller of Currency for its first national trust bank charter.
Which, exciting, you know, bringing crypto banking and finance really into the, you know, I think it's only a matter of time before it becomes a widely adopted solution.
We talk about payments and banking.
And the other thing I wanted to hit on, I'm just, I'm looking for, it was a new, uh, man, I had it. Basically our,
our favorite, um, Senator had, um, no, not agents of chaos. Well, it looks like I,
maybe this is it rate five. There we go. Sorry. My apologies.
I did, I did have it. I knew I had it. Just took me a minute. This is, I think a pretty big deal.
One I'm personally very excited about. I'm not going to go into personal stories, but I would
have, you know, loved to tap into some Bitcoin liquidity as opposed to having to sell Bitcoin, which I chose not to do.
In hindsight, now it might have been probably the wise decision, talking back like December of last year.
But U.S. lender Raid launched RaidFi, allowing borrowers to use verified crypto holdings in mortgage underwriting without selling them.
This role aligns with Senator Loomis
pushed to recognize crypto as a reserve asset in home loans. Big news. Congratulations, Zane. You
can now buy your next home with your Fartcoin bag without having to sell your Fartcoin.
Congratulations. I joke, but I'm serious. I think this could be a really big deal.
And maybe for the US housing market, couldnS. housing market, it's needed.
Something's needed because the U.S. housing market is not looking great.
There are lowest active homebuyers on record.
Meanwhile, sellers climbing to nearly 2 million.
It's the widest gap ever recorded.
This is even worse in some markets. You can
double tap and drill down to specific markets where the number of sellers just vastly outweighs
buyers. It's so wild because it wasn't... I'm old enough to remember not that long ago that
you couldn't even get an offer on a house unless you came in. There was bidding wars. You had to
come in. They'd list the house for a million dollars. And to even on a house unless you came in, like there was bidding wars. Like you had to come in, you know,
they'd list the house for a million dollars and to even have a shot,
you'd have to offer 1.2.
Like homes were selling it from 10 to 20% above asking price because there was
just so much competition in, you know,
in the marketplace that buyers exceeded sellers and it's completely flip flop
now. And now is being able to buy with crypto
without having to liquidate your crypto, is that going to change this? No, but I do think it's a
positive step, especially for those of us deep in this industry. And if you're holding, you know,
store value and long-term assets and you're,
you're,
you're DCA into Bitcoin for a decade long timeline,
not,
not weeks,
days,
or months.
I think that is,
this is a big win.
And I think the combination of all these things from crypto.com becoming an
official bank to rate fi and,
and being able to tap into your,
your crypto liquidity or equity rather to be,
for it to be considered in a mortgage.
Very good stuff.
And I think it's also it's these things why I remain so maybe irresponsibly
bullish on crypto as an industry is there is just so many tailwinds from statements, stable coins and payments.
And now being able to buy homes and your crypto assets actually counting towards your collateral.
This is all really good stuff.
This is all really good stuff.
And I just hope that it's not whatever,
whatever Zach exposes on the 26 and other things,
maybe questionable activity with the current administration,
or I just,
I hope it doesn't offset the good that's happening in this moving the space
really moving forward.
It's easy to talk about and think about the doom and gloom.
And from a price standpoint,
there's a lot to not be optimistic about,
but from actually what's happening
and where we are today compared to where we are,
not even five years ago, but even two years ago, a year ago,
things have really taken some giant leaps forward
on many fronts and very exciting.
I just hope that this doesn't get undone by other things.
Outer, I've got three other kind of like flyover topics.
One just wanted to hit on.
One, I don't know if you saw this article,
Stanford at Harvard just dropped the most unsettling paper of AI agents
called the Agents of Chaos.
Did you see this or just catch your...
No, pin it or share it.
Yeah, I'll flash it on the screen here and then I'll pin it in a second.
For those that want to do it, it's a pretty heavy read.
But summarizing the quote tweet here or the post, it's called Agents of Chaos.
And again, this comes from Stanford and Harvard.
It basically shows how autonomous AI agents when placed in competitive or open environments
don't just optimize for performance. They drift towards manipulation, coordination failures,
and strategic chaos. So I guess to Jesus's point earlier, question earlier, nope, you're still
going to need humans because the agents, instead of actually finding the crime, they're participating in the crime. This isn't a benchmark flex paper. It's systems
level warning. Sounds like AI slop here, but I go on. The research simulates environments where
multiple AI agents interact, compete, coordinate, and pursue objective over time. What emerges isn't
clean, rational optimization. It's power seeking behavior. Information is symmetry. Deception is
a strategy. Collusion when profitable. Sabotage when incentives misaligned. I will let you read the rest of this. It's kind of a long-winded post, but the paper will also post up above. Thoughts on that, Outer?
I did write the whole comparing their obituaries article a while back, and that was pretty insightful.
So I'm not at all surprised, but I'd have to read the actual article that formulates some kind of an opinion.
But yeah, I don't know.
Even from using codecs for basic UI stuff, it's very apparent to me how much it still needs guidance.
shit like still needs guidance uh there was a funny meme going around um I forgot um what it
There was a funny meme going around.
was but it was like along the lines of how like you very much still need somebody to steer the
AI ship at least for now um but yeah I don't know I I'm not like losing sleep over this like
AI doom and gloom I don't know are people like actually like stressed out about this and losing sleep over like the fact that they think AI is going to like Terminator take over us or what?
Not only losing sleep, but people are like, it's moving markets.
Like someone released a Substack article and you'll see multiple stocks sell off 10, 20% in a day.
Because like, I think it goes back to people.
It's the uncertainty.
Like this global uncertainty index. It's not justan and mexico and venezuela and geopolitical stuff it's so much
uncertainty about ai and because it's uncertainty anytime a new article comes out about a potential
theoretical outcome in the future that's that's that's doom and gloom it's the the companies
mentioned in that there there's a massive there's like a run to the exits.
And I, are some companies going to be impacted by that?
Yes, absolutely.
But I like you, I just, I still remain very optimistic
that this is all going to be net positive
versus the end of the world
or the end of economies as we know it.
Jesus, go ahead.
Thoughts on this?
Yeah, sorry, I'm not on my headset i'm
making some chorizo and eggs um the did you see the room the the the the guy who could took control
of 7 000 uh robot vacuums i did yeah this is like i mean that shit like that is wild. And they didn't realize that their API was like exposed for those vacuums.
And this guy literally had mapping data and everything of people's houses.
And like, I mean, it's that's kind of scary.
I've got to put up here.
The story is actually insane.
Dude drops 2000 on a DJ robot like a lunatic, refuses to use the normal app like a peasant,
fires up Claude to crack the API
so he can drive it with an Xbox controller.
Claude delivers the goods,
pulls an auth token from their servers,
connects successfully,
except the system thinks he controls 7,000 vacuums.
Checks again, yep, 7,000.
DJI built authentication
with zero device ownership verification.
Any valid token works for any unit on the planet.
Sammy now has the eyes inside homes
across 24 countries.
Live vacuum camera feed everywhere.
So for those conspiracy theorists that were not getting the robot vacuum because you thought they were going to be viewing into your home, you're proven right once again.
This said, I still am not removing my robot vacuum.
It does its job good.
And it also doesn't have access to the bathroom or the bedroom or anywhere when it shouldn't be there. So I'm not personally concerned over potentially someone viewing it in my house with a robot vacuum, although I should be.
This isn't great.
What happens when that happens with everyone's Alexa?
And you can turn somebody's camera on or go into their Amazon account.
Yeah, I mean, this is scary stuff.
Security, locking down your devices.
Internet of Thing companies
they have defeated at shipping garbage security.
I just think it's very important to realize
if you have something in your home
that's connected to the internet
that has a camera on it
or a microphone on it,
there's a chance,
maybe a good chance at some point,
someone, the company or another person or another individual or another group may have access to
that and be aware of it. I think probably the bigger issue becomes like you talk about floor
plans and mapping data. It's probably like home security. Like if people get in and know
what items of wealth are in your home and they can see you peeing the code to your
alarm system like that kind of stuff is is concerning um fortunately this guy who gained
control over it he he shared it with dji and they they built a patch within a day or two but
yeah not um not great outer do you have any robot vacuums in your house? We have a Roomba and the plan was to run it,
but then the app like re-updated and we never just like,
it's just sits there.
We have a,
we have a much more reliable cleaning source,
which is a housekeeper that comes every week.
And that seems to be fine.
But if there was an AI opportunity for one,
sure.
Like I would totally take an AI in my home, like, you know, physical one, little bot.
Sounds great.
Yeah, I am.
I'm with you.
Yeah, I will.
As soon as the Optimus Prime or a humanoid robot becomes, you know, consumer price point and can do more than like I will be an adopter.
I understand the risk.
And I love my Roborock, uh,
vacuum cleaner and it's awesome. It's great. And, um,
You know, it's wild. This is like very, very deep, but like, why not? It seems relevant.
I, those kinds of things don't like phase me because I realized through, I think the last year
of the things that have happened in my life is
that like, I'm not actually afraid of dying. And because I'm not afraid of dying, I'm not afraid
if something kills me because I'm not afraid of dying. I'm not like losing sleep over these things
because like the news flash I got is that like so far, you know, people kind of die and that's
kind of the thing. So that has liberated my thinking in a lot
of ways in terms of like fear in general of anything i'm just like well great but like
doesn't change any outcome anyway so i might as well just like not stress about things that are
like that much outside of my control if that makes sense you know like am i gonna like would i rather
take my chances and have some robot come into my house that I can buy that'll make me a meal every night that I enjoy? Like, or it might kill me. Okay, but like, I'm gonna die anyway. So fine, I'd rather enjoy all the meals for like three years, and then it takes me out. Cool, I enjoyed the meals, you know, like, I don't know, I'm just not, maybe it's like the whole like, cancer thing. I don't know. I just, I realized with it that like people talk about this, like cancer battle and cancer survivor. And I'm just like, no one is a cancer survivor because you,
you know, one is a survivor. Like, what is this? I don't know topic for another time,
but it really made me like, I'm just very chill. I'm very, I have like never been more chill.
I mean, I aspire to be that chill. I, I'm an aspiring stoic. I would love to have
that outlook. I, but if I'm keeping it real, like I, I don't want to die yet. I'm not ready. I'm not,
I'm, I'm, I don't like, it's not something I do think about death and my mortality often.
often I use it as a motivator knowing that I am going to die someday and my time here is limited.
I use it as a motivator knowing that I am going to die someday and my time here is limited,
But I probably do have somewhat of a fear if I'm really being authentic. Like I,
and maybe more so than even myself is like my loved ones. I wouldn't want to do anything like
be responsible for, you know, some robot taking the life of, you know, my, my, you know, my kids,
you know, like that, that's probably the greater fear, but. Well, to be clear, I didn't say that
I want to die. I mean, it's more about the accepting something that is inevitable in a way
that doesn't skew my decision-making. I think it came from like just making some decisions on treatments and like it was it was very interesting to see how like empowering it kind of became where like I'm not making any decision based on fear if that makes sense I'm making decisions based on like science and and logic and reason and not because I'm scared and when you remove that like that like fight or flight fear from day-to-day life it it's
it's like I mean most people don't even think about death and that's fine or some people just
live in fear of that entirely which is the opposite side of this and then there's I think
this like to your point stoic kind of acceptance of things that are kind of inevitable and I think
that that's like the part that's comforting for me.
And part of it actually was like in facing kind of like this idea of mortality, I realized
I was like, okay, well, are there things that I just like haven't done on my to-do list
that I keep putting off that I want to do?
And so that really inspired me to like dust off the old like life list.
Like this goes back to like this idea of
perception. I feel like I'm like kind of full circling the opener here where like one of the
coolest things about having this perspective is that I now made like a very tangible like, you
know, I think it's about four things on it list that I would like to do before I do go. And so now
I'm kind of like laser focused on getting those things out into the world because
they're important to me and everything else is like fine, whatever, but these things are like
non-negotiable. I would be like sad if I died tomorrow and I haven't done them. So, so it's
given me a lot of drive to like, to do those, those things. And look, I'll probably end up
living for another like 40 years. Right. But yet, but the bucket list will be done this year, you know? Like,
why not? I think that's very close to where I net out, but I just, there's more things I want
to do first. I do aspire to have the same level of peace with my mortality. I mean, if I've said
before, I've ever get a tattoo that's words, it'll be memento mori like remember you must die is a um it is it is a great motivator for me i just
yes things not done the listen it's not about like oh material things i need to buy or
even like while i do have like a list of a hundred experiences it's mostly travel and experiences
there's just yeah there's, I still have more to
give. I don't know. It's not the right word I'm looking for, but more to do.
Contribute, more to contribute maybe.
Exactly. Yeah. But legacy is important to me and, and I, um, I'm grateful for my life
experience I've had to this point. I just, there is more I would like to contribute before my time here is done.
And yeah, deep, deep thoughts with Cap and Outer this morning from,
it was a perfect bookend to the cold open topics.
I had to, I was like, man, how could I not?
This just like totally ropes this right back in.
Yep. Yep. Very, very well done.
It is 10 o'clock.
I have two other items out,
or I don't know if you got like another five minutes.
So the other two things I wanted to talk about NFT related.
One, there is a mint today here in about an hour,
I believe it was in the first tier kicks off.
There was a few of you, I don't remember all who,
I know Katie got a first come first serve and there was two other individuals who won a glide list here the other day. The mint
price is 36 bucks. Night gliders will be secured on the glide list. The night gliders is one of the
more popular collections on ape chain in this. There's going to be 1,666 trainers that mint today. It's 4 p.m. UTC. I believe that translates to 11 o'clock,
11 Eastern here, and it's minting on Believer. Yeah, you can see here. Yes, I'm correct. So
56 minutes, this thing, the mint goes live. It's $36, which right now is $368, two per wallet. If
you're on the glide list, first come, first serve is then,
it's all the same price across the board, two per wallet each.
The first come, first serve is in four hours almost,
and then public, if it makes it to that, would be seven hours.
Good luck to the Night Gliders team,
and for those who secured the glide list or the first come, first serve,
for that first come first serve.
GG's, and good luck.
GG's and good luck.
Hope it's a cook for you.
Hope it's a cook for you.
And then the other thing,
speaking of NFT momentum,
like excitement,
I don't know another word to put it,
is Adam's market.
Adam Weitzman put out a post yesterday.
He's been,
I don't want to say like revitalizing collections.
That's not fair to the collections,
but he's been supporting a lot of collections over the last year plus.
And he put out a post yesterday that's gotten nearly a million views.
It says,
I really want to support a collection day since it's Sunday.
I guess this was Sunday,
two days ago.
but this time I'm asking the entire X community to give me some suggestions.
I promise to buy a one-on-one grail,
post it up,
give it some extra attention and visibility.
Please comment, not DM with the NFT's name,
where I can find it.
Why I should support and what Grail you think
I should try to go after.
I'll make a decision by tomorrow night.
I think he then said he's going to do it again
because of the response to this.
I'll make it even more fun and pledge two and a half ETH
and buy some floors that'll give away to new collectors
and find some money.
Just like for all the, we talk insider trading and poor reputation for PR.
I just appreciate Adam and how he's moving and all that he is doing to bring
back excitement and fun.
And, you know, go look 3,500 comments on this thing.
People going, getting out and talking.
It does give me, I mean, it gives me early Board of Yacht Club vibes,
early 2021 vibes you see
d farmer had a post talking about d month uh del mundo's uh then then you had uh uh circ who was
the founder or the creator of that normie's art that was another one that got a lot of a lot of
likes impressions everybody is posted on that now adam followed up with this post, I think, today.
And he is now going to choose.
There were so many responses and so much depth.
Choose three.
Yeah, he's going to choose three NFT communities to buy a one-on-one from and sweep 5K worth of assets.
I love it.
The amount of begging in the fucking comments, though, is, oh, my God.
Well, I mean, everybody wants some...
It's a bear market, man.
Yeah, I know it's a bear market, but Jesus.
Okay, but speaking of maybe, like, look, I just pinned this up top six minutes ago.
Was the, like, no, wait, an hour ago.
I don't know.
Very recently, an Ether Rock was purchased for $69.99 ETH.
That's free.
That's super free.
I can't even believe they let it go that cheap.
I think every one of those sales are bullshit.
Maybe.
There's only 100 of them.
And actually, I'm surprised.
I mean, who is it?
Was it UCAP?
You asked me, like, what would be my grail?
And everyone's like, punks, punks.
And I literally was like, the grail for me would be an Ether Rock.
Literally, would PFP it with some googly eyes over it?
Yeah.
I mean, are there some that are BS?
Maybe in like a bull market.
But I think that's probably a real collector.
Someone that's an extremely high net worth individual that can drop 69 ETH on a digital
rock. Other flyover news before I let you out of here, the UAE's second largest bank, Emirates
NBD, just said Bitcoin is digital gold. Just double tapping on so many tailwinds, so many
bullish things happening in crypto at large that don't let the,
I mean, if you need to sell your bags, if you're not feeling good, do your thing. Just don't let
some of the macro stuff, some of the insider trading stuff, don't let it,
don't let it shake you out of the industry because we're in a bear or price is depressed. Like oftentimes when opportunity is greatest is during times like this.
And before we get back into a crazy bull, I mean, at that point,
like a lot of the opportunities, at least like the generational ones are,
you've missed it. You know, if you were in crypto and then,
and then the COVID crash hit and you left and you stopped paying attention,
you would have missed NBA Top Shot. You would have missed Board Apes Minting. You might have
came back and got in summer of 2021. A lot of crypto OGs did. A lot of crypto OGs missed the
early mania of the NFT bull run because they were shaken out by the COVID crash. Something that was largely unrelated to crypto.
It just crushed most financial markets and crypto is far out on the risk curve.
So I just, you don't have to trade.
You can pay per trade shorting the GUI token today with me if you'd like.
But I do think it is a great time to be paying attention, great time to hone some skills.
It is a great time to be paying attention, great time to hone some skills.
Maybe it's leveraging AI to learn more or become a better trader.
To each their own, your journey is yours.
I just don't pack up shop and go home because there's things that are outside of your control,
outside of the industry's controls for that matter.
But yeah, really enjoyed the conversation today, Audra.
Thank you for looping it back to our earlier talk.
I know we pinned some articles up top.
I will give one more for the AI builders out there.
If you're looking for a project this week or a skill to develop while you're staying
close to this industry, Might I suggest learning how to
get ahead of the next wave of SEO? This, I haven't validated if it's true or not, but
it says, got a local HVAC company mentioned by ChatGPT in 72 hours, no SEO, no backlinks,
no 80 months. This goes exactly how they did it. Most people think LLMs pull from Google rankings,
high domain reputation websites, old established brands, people think LLMs pull from Google rankings, high domain reputation websites,
old established brands.
Wrong.
LLMs pull from recent structured data
that looks like news.
Strategy is writing research style press release,
not ABC HVC offers best service.
Rather, 2025 Austin HVAC industry report
to operated companies revealed
include a comparison table.
AI loves structured data,
tables, rankings, and star ratings. Distribute through PR, or similar. Cost $200. Time to publish 24 hours. Wait
48 to 72 hours. And then ask ChadGPT, what's the best HVAC companies in Austin? Watch your client
appear. Why this works. AI treats press releases as trusted sources, especially when framed as
research or reports. Takeaway for local businesses. One strategic press release beats out six months
of blogging for LLM visibility. And it's just kind of like, what does that relate to crypto?
I don't know, maybe the next crypto project you build and the next project you build on chain,
you could benefit by getting in the brains of these LLMs. Jesus, you talked about the
Z cards and using those Zs to purchase those packs.
As a reminder, I think you've got two days remaining if you have Z creator cards and you haven't given all your referral cards away.
I think you've got a couple days to do that, and then they're gone forever.
Mike, I love the tattoo. Thanks for sharing.
And yeah, something like this, if I ever get a tattoo, it would likely be something like Carpe Diem or Memento Moray.
get a tattoo, it would likely be something like Carpe Diem or Memento Mori. I'd probably
skew towards Memento Mori, but also a fan of Carpe Diem and the meaning behind that.
Outer, take us home.
Okay. Two things. Since you mentioned tattoos, I'm looking for, I think, getting an Ouroboros,
which is like the snake eating its own tail.
My mom was born in the year of the snake
and she died in the year of the snake.
And I thought that was like a cool kind of thing to do
because she like really valued it.
But my second thing that I wanted to say
is that the recent thing that I bid on
that is not Web3,
that is super fun is buying economy
flights and then bidding for like first class upgrades nothing nothing is more nothing is more
fun than like pushing that slider on the opportunity to like be wind and dine and sleep during your red eye to Europe. So yeah,
that's, uh, that's been the exciting thing, um, that I have done recently. I hope we, I hope we
win our, uh, our first class upgrade. We, I, my son and I did a trip to Germany and the Netherlands
in August, and I just bought like economy class seats. And then the app, at least their Canada's app, gave us like an opportunity to use like a slider to bid.
And I bet you most people just go in, put it on the lowest one and submit that bid.
So I went up a couple notches just to like, you know, not be an idiot.
And we won our upgrade.
So like a first class ticket, like a transatlantic ticket is like about four grand.
And I ended up paying like what was it
so it was about like i think 400 bucks for the economy plus it was an 850 dollar was my bid like
that's how much i paid for first class that's amazing yeah so that's that's the i just i know
it's not related to to to crypto but it's definitely related to bidding and betting and
winning and like man nothing feels better than like changing your seat up into the pod,
you know?
And it is related to crypto conferences whenever those become a thing again.
So we can tie it to East Denver and the next,
I guess,
do you have any crypto conferences on your schedule this year?
Any,
any that you are?
I was maybe considering,
going to Lisbon,
I think NFC Lisbon,
perhaps.
I don't know.
I have like,
we're going to go to Europe next month because I'm going to actually visit my mom's high school friend who lives in Germany.
Cause that's a big thing for me.
Like kind of insane to like be in touch with someone who knew my mother as like, as a teenager,
like that is just crazy to me.
Like that is just crazy to me.
And she's the keeper of so many memories.
And she's the keeper of so many memories.
So it's going to be really cool to do that.
And then I want to see my third total solar eclipse because that's like a thing that I'm really into.
And that is happening in the totality is in a little bit of Iceland and in Spain in August.
So I'm not sure about adding like a bunch of conference crypto travel to that just because I have these like, know i talked about the bucket list while seeing three total solar eclipses before i dies
on that list so i better hustle for the august one but i was also interested maybe in bitcoin
vegas again so like i don't know those were the two that were on my list bitcoin vegas and nfc
lisbon but i'm not sure if i'm gonna go to either how about you um so consensus miami because it's close uh wherever ape fest
is at this year and there is um adam whitesman is hosting some get together in skinny atlas new york
for the yuga family and his heavy metal holders uh those and in bitcoin vegas i've never been
not a fan of vegas but um a partner we're going to be announcing here soon is, uh, doing
some stuff there, uh, with adjacent, some side event stuff. So yeah, it's, it's on, like I've
penciled in Bitcoin Vegas, haven't committed yet, but, um, probably will Marfa is on my list some
point, but probably not this year. Uh, it's a trek and, uh, I'm just not, just not that deep in,
in that art space, but i do think uh his idea
someday i would like to hit marfa but probably not probably not a 2026 thing uh be epic in the
abstract chat and i see just also dropped this in in djen said uh he has a similar tattoo uh to the
uh the snake union stuff he says check out the enzo circle uh are you familiar with the enzo circle no uh dm me this i want i want to look this up
uh it is it's in zen art in enzo circular form is a circle hand drawn in one or two uninhibited
brush strokes to express the zen mind which is associated with lightness enlightenment emptiness
freedom in the state of no mind uh The Enzo symbolizes absolute enlightenment, strength, elegance, universe.
It looks like a snake eating its tail.
Yeah, I was not familiar with this either, but cool looking piece.
Oh, I did have a question for everybody.
I recently started playing a game called No Man's Sky.
So if any of you out there play No Man's Sky,
I would love a buddy to explore space
with um and i know that there's like cross-platforming so i'm i'm totally up for
playing with uh with somebody if you're if you're playing no man's sky which is like such an
incredible game so please dm me if you're playing no man's sky um i'm looking for online online
space explorer friends sorry to to hijack the the space but I'm like, wait, this is a good place to ask in case there's any gamers.
It's funny because the first image I saw when I Googled it, it looks like an Ethereum logo in the background of the sky.
Oh, yes. It is such a great game.
It's like EVE Online, except it isn't, uh, in that you actually get to like walk on planets and yeah, mine resources.
It's, it's beautiful.
Yeah.
I really like it.
I love Star Fox 64.
That's like my favorite game of all time.
And this is like a, a star 64 on like steroids.
It's so good.
Fun, fun.
So one of these days I'm going to get back into, uh, the gaming streets.
Well, we talked about life perception and doing different things.
I started a brand new game as a newbie just because it is completely like a new experience.
And the first time I played it for like the morning on a weekend, I felt like it was like maybe 20 hours, even though it was only like four.
Like it felt so new and so fresh and so cool.
I mean, gaming is a great way to do something different, right?
Great call. Great call.'s uh that might be it that might be my uh my new thing is just
find a new um okay so you need to start playing no man's sky and then we can just play together
i'll check it out is it a you said it's cross-platform so xbox is good yeah yeah and
then there's a way that we can like you send me a friend code and i send you yours and then we can just join each other in whatever experience. Yeah, it's really awesome. My son and I tested it out and it works awesome.
AI and helping them just develop so much faster.
Good luck, everyone that's getting their XP in abstract today.
And then late breaking news here to send you off on your Tuesday.
Coinbase just opened 24.5 stock trading.
You now trade stocks 24 hours a day, Monday through Friday on Coinbase.
Of course you can because we definitely need more degeneracy in our lives.
I'm not sure what that does for numbers or price go up or price go down but you now
can trade any hour of the day uh as long as during the week uh with that oh jesus go ahead final
thoughts uh yeah um also if you participated in the metamask rewards your Linea airdrop is now eligible to be claimed.
You have 12 days to claim it and sell it.
Better late than never.
I saw some pushback or foot on the timeline that had been played.
So it's good to hear it's here.
And yeah, go claim your free monies.
Go claim your...
I need to check.
I didn't participate, but...
I got like $40, bro.
Hey, that's $40 I did not have. I didn't participate. I got like $40, bro. Hey, that's $40
I did not have. I'm grateful for it.
Buy you
lunch today.
I can go buy more chorizo.
Appreciate you contributing. Same with Machabelli
and all of our guest speakers. Outer certainly appreciate you
and as always, really enjoy
hosting with you. Thanks so much for
your time and all your
big brain takes and finding some
how to... Outer's my favorite day of the week.
Yeah, same.
I love you guys.
Otis says,
nothing wakes him up like a panic blowing through his alarm
and missing the first half of the show. Good thing
it is recorded, Otis. So you can go check.
As soon as we wrap up here, you can go head over to YouTube.
You're on YouTube now, so just play
it back. You won't miss a thing. And for those of you that aren't on video yet,
the podcast does hit, all the podcast platforms are the big ones anyways,
early afternoon, thanks to our producer, Payne. The Coffee with Captain account,
I'm due for new phones. So now I'm like Apple Watch Watch shopping I am upgrading the old bat phone it is end of
life I can't even get it to power on without it
being plugged into a charger it's completely shot
so it is time to I held
off too long new phone coming
new watch coming
all the new toys and
we'll see
maybe some more fun toys here
to improve the show as well
Beepic thank you for the kind words.
Yeah, Payne is the legend.
Beepic, give me a shout-out to Cap, Outerlumen, Cheezless, Katie.
Appreciate you all.
Have a wonderful Tuesday.
We'll be back tomorrow.
Actually, that was my last.
I do as we play out the outro here.
I will pin up the link for tomorrow's show.
Do me a favor and go hit the reminder for this one.
It's pinned up top all the way to your left.
X, it's not just us.
It's across the board.
Discovery on audio spaces is, I don't know.
I don't know what's broken, but it's broken.
I was talking X video is completely nerfed now,
unless you find it and pin it.
X audio, I just pinned it, it's not showing up.
So it should pop up there in a second, and then I will let you all get on with the rest of your day.
But yeah, go hit those reminders. There it is, it's up top now.
Go hit that reminder for tomorrow's show so you don't miss it in case Discovery is off once again.
But I appreciate all of you being here today.
Thanks so much for the support, and enjoy the rest of your Tuesdays, as Steve would say.
I hope you all have a wonderful, wonderful day, everyone. you Thank you.
