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KOOK VS MANTA HACK!!! TVL gone!!! 🚨🚨🚨
Recorded: Jan. 5, 2024 Duration: 1:41:01Space Recording
Full Transcription
I can picture my fucking credit card charges, but you can see like it come in and then
it's refunded and it's fucking $80 less.
I hate these motherfuckers.
Um, yeah, fuck him.
Rugged again.
Solana.
I'm pissed about this now.
I don't know.
It's probably going to take me fucking, I'm, uh, I just got reminded dude.
And I pumped this fucking phone all over Twitter.
That's the worst part is that now that I don't have it, I have no interest in sending tweets
about it.
And that was kind of fun, but, uh, yeah, retards.
I guarantee you that they knew the whole time how many phones they had.
Fuck this.
I don't know why they left Europe out.
It seems like everybody else is good.
Yeah.
Uh, I would be pissed off too.
I mean, I have no, like I have nothing to do with Solana.
I never have.
And I got the phone.
So yeah.
Retarded.
I don't know.
Fuck him.
I'm going to do something.
How can I do something about this?
I don't know.
I don't know.
There's probably a way I want that fucking phone, but I'm not paying some stupid price.
I wasn't even going to open it.
I think you're mid curve for opening it.
Um, I would have, uh, just sold it.
You can sell it for 2,500 bucks, but yeah, I shouldn't care that much, but I don't know,
man, this shit really pisses me off, bro.
Like they, they took my order.
They canceled it two weeks later, right after they fucking created all this hype and got
everyone in a frenzy, right?
Like sure.
You knew that you, you thought you had that phone phone.
Yeah.
Right.
Okay.
What else is going on?
I have no idea, but now I'm just pissed off because I'm reminded of the Saga phone.
Um, uh, the, it was, I was moving.
Cause it's went like completely down.
Like, uh, squid rider, like everything on Cosmos, like, like half the transactions were
getting stuck.
So no one could bridge, uh, like, well not half, but like a size of all amount.
And they just didn't acknowledge the problem.
So I went in there and started harassing them and then like tweeted about it and then like.
Eventually got fixed.
but like you couldn't bridge anything across to cosmos for like half the day or like like every
like 10th or 20th transaction we get stuck for like a couple hours and some got stuck for like
12 hours like it was really fucked um but yeah like it sorted itself out so i think it's over
now but like it's to do with like the network getting attacked and whatever but they were just
like yep that happens so kind of shit well then why the why is the price going up so much maybe
because it shows use and they can't handle the users i think like like is it bullish that it
breaks yeah it's getting attacked for a reason because it's the liquidity layer i mean the other
one is kajira right which like i have bought into kajira because it's like the competitor
it's like i'll hold both of these things and then price will go up on both and if one's down people
will use the other and you know vice versa it's kind of the thesis i have on that well kajira is
like everybody's telling me and this is why i never bought it because it doesn't make sense but
everyone says it's like the builder's lair or whatever that is like i all the fucking engineers
and developers pitch kajira as the the chain for builders it's all the nerds like it i had no idea
it had to do with liquidity i i don't know if it does it's like you can hold the tokens in the same
way that you called the monosmosis so like this like i don't know what the rest of the shit does
but that is my understanding of that so it's like you can do swaps there you can bridge yeah so i'm
just hedging on that being like you need to you need two of those kind of services in in in that
ecosystem i don't think like one is enough especially if it's going down all the time
but can't you like this is where i'm confused too because i think you can hold
like most of the tokens on most of the networks there's just no liquidity pool like osmosis is the
one with all the cross chain liquidity but i don't think that that's unique to kajira and osmosis i i'm
pretty sure isn't that like a yeah i don't know i'm just reading about it now it's like
kajira's a blockchain revolutionizing web3 for builders daps and protocols most importantly as
usually you can't really tell what the fuck this is about but i get it from devs and they tell me
this is the dev layer this is the the builder layer of a builder chain um i don't know what that
means but i've been just watching it not buying it for about one month because it was already up
too much and i probably should have just phone out and bought it that's the lesson usually with this
stuff as i just buy it right when i hear about it but i have no interest i already have 10 chains
i'm not having this one maybe that's mid-curve
yeah i'm just hedging with this one um i'm just looking at other stuff and tia pump today as well
which is good because i have tia so i'm happy with that but yeah like not really much happened today
to be honest like still kind of i don't know in between season there's some stuff going on on
bitcoin but i i don't know oh there's tons going on bitcoin's crazy have you seen node monkeys
yeah yeah my friends flip them um and then they're like they're buying tons of nfts there and stuff so
yeah um surprising to me i wish they didn't fuck their mint up by getting flooded by half the space
they created like a war on ordnance basically um i didn't really care and i didn't i didn't even
think about the fud too much like whether it's true like whatever i just kind of paid attention
to other stuff like cosmos whatever else i was doing in crypto but man those things are ripping i have a
bunch of loans open against them which is nice hopefully i get some defaults but uh yeah you
love to see it even my honorary the floor is like four grand on these things i'm gonna sell it when
have you been able to sell an honorary as its own unique collection i don't know if you guys know this
but if you're a d tier like niche internet comedian your inbox will be full of these shitty honoraries
that you don't acknowledge and ignore and node monkey is the honorary like i could sell it for like
four grand that's pretty fucking sick right um so shout out to node monkeys but i don't know i've
still bitcoin's weird to me bro i won't focus on it like above other things i i think it's a risk to
just go buy like a million bitcoin cartoons and wait i have a few we'll wait and see the d5 stuff's
interesting um but yeah i don't know i like to play the game of getting more coins on the other chains
because the other coins will go up more than bitcoin bitcoin the only game is liquidium which
i play but it's slow and you can passively play it it's like i don't know pretty easy to just click
away at it a few times a week but yeah you don't do any bitcoin stuff eh you're just like a cosmos maxi
now i don't i just never got into the bitcoin stuff like i know bitcoin no solana no i the bitcoin
stuff i baited because i was like i can't be bothered the solana stuff i was like looked at
going in on and then i just never pulled the trigger because i was so busy with eth at the time
like it was just like really i don't know like it was just good it was a good time um but like i
started to like look at solana towards the the tail end of that stuff but i just never made pulled
the like pulled the trigger to go across um but yeah i don't know like i i wish i had i wish i had
just been exploring everything from the start and not just been stuck on ethers and eth maxi
um so like but i mean that's that's the thing it's like this cycle i'm like all right i'm gonna
go everywhere i'm gonna go all like to every weird sector and like look at the most niche stuff uh so
that like at least my regret at the end of this will be i did too much as opposed to i didn't i didn't
go look at that stuff so i'm gonna check out most of this stuff
let's go to sammy i'm just scrolling the timeline seeing all these fucking solana mobile pictures i
swear to god bro i'm gonna meet somebody from the solana foundation and i'm gonna tell them how i feel
about this i already did that one time oh i got another loan accepted sick sorry that pops up in
real time um i think i told you this one time i was at the avac summit and i met these two girls from
the solana foundation and we were having like a small talk conversation it was going all right
and i was like i started making jokes about the mad lads scam pump because it was the weekend
after mad lads minted and obviously the foundations who pumped it to like 80 soul come on and like that
wasn't a known thing anyways i look like kind of an asshole sammy what's up buddy
yeah so uh i've been uh starting to uh play again uh with the ck zinc uh there is some uh new stuff and
uh i think uh last time when i looked at uh how much i'm getting uh now it's uh over seven grand
uh so i think i will play it more uh q2 q3 is the uh the airdrop is coming i don't know when the
snapshot will be taken but i will play to the end and hope that the drop is uh like a big i'm thinking
making making a bot but i i have too many plays now i don't have a kind of liquidity to put on every
fucking thing that there is uh and uh actually uh those tokens that i was talking about uh now they're
almost four uh daros might be uh more i haven't checked i'm so pissed uh but uh yeah uh that's
what i've been looking yesterday and today
so uh so we're back to zk sync i thought you were bearish on zk or we weren't we we hated it
i'm tired of waiting for that airdrop q2 q3 i don't know i'm not gonna go back over there probably
but there's something compelling enough to make you go yeah over there what is it uh
the new daps and uh when i look at the uh
time and i want to make a more transaction volume on the chain uh to get it as big as it can
uh so that and and and and there is steps like the uh i'm going to play around with the what the
fuck was it g r v t or something like you know what i'm talking about i'm going to play around with that
uh to get uh to get uh i don't know it's built on i think it's in its own uh some sort of fucking super
chain or what the fuck they called it uh that's what i think it is and but you're getting that uh
mystery box and uh transactions and airdrop from there uh so yeah uh
i've been doing uh something else but i i today i just or just a few days i've been seeing this
fucking i hate to see this fucking buy this do this da da da you get the
fucking token and you get the fucking ordinal shit i don't want any any be part of anyway on those uh
i yeah that's just my opinion uh i if i would uh get omb that would be another story but that's
but that's a whole nother thing i'm talking about these uh other i mean i don't know long caps
yeah it i don't like to run around and collect stuff for an airdrop i won't do it that's why
orbiter uh pisses me off so much um they by the way they did uh this uh i posted uh on the telegram
uh the yeah it's total rug uh just wait what's a total rug uh orbiter uh they did but wait uh some
some sort of fucking 30 minute uh ama with the uh mountain network
i'm gonna send a tweet here that's gonna look really dumb i it's partly bait
hold on
zero two zero
yeah what else is going on i'm trying to multitask too much so everybody probably doesn't
want to hear my process when i'm writing a tweet but uh yeah let's see if i can get some attention
from these assholes probably for no reason i just want people to call me out and tell me i'm an idiot
it and uh yeah you gotta this is og troll stuff you guys will see it's hard to teach this you just
have to see what happens and you'll be like oh that's what he was going for if you read this tweet
you'd probably think i'm a retard so maybe read it i don't think
what else man we need more speakers i feel like it's a podcast but we don't prepare and we don't
have any topics so it's really hard to come up with some
shit off the top of my head that we should talk about especially when i woke up like 11 minutes
ago by the way uh i have uh one thing that i noticed uh i got an email from ledger uh and
the stacks uh there is some sort of fucking huge problems with it uh it was
no bro no way these guys scared the shit out of me yeah they are they are giving refunds if you
want i i noticed it yesterday and i was like hell yeah i want the refund uh of the stacks i minted it
i minted it it was uh uh 0.22 i think uh and i want that in eat i don't want uh they're fucking 222
blah blah blah i want to eat back uh that's it i'm going to get it what what's the problem though
like because is it some scary security shit again with these guys i don't first i thought about that
it's something to do with the regulation but now they say that it's uh it's it's the screen and some
other stuff it's not working uh oh my god yo it's so funny because like i've only ever used ledger
like i haven't used well no you know what keystone they're pretty cool like that's a touch screen
fully air gapped um like i don't know top security thing i don't know how to explain this stuff but
basically like you don't have to it doesn't connect to anything and you can use it wirelessly with
mobile and stuff but not through bluetooth it like shows a code it's all cryptography i don't
know air gapped cold wallet whatever the fuck that means it does that it's a little weird to use it
first uh but the problem is i don't know why this is the case but like i kind of still only trust ledger
like is that weird it's because i'm a boomer i think of a ledger like i think of like a big bank
versus like this yeah yeah well me too but they keep having all these fucking problems but are they
that's what that's what i mean like they can't build this little fucking you know ipod knockoff
thing to hold your bitcoin and they can't stop people from getting drained but even as i say this
boot i'm with you i like ledger too that's the only one i use keystone sent me a free one i'm like
ah you know what they probably have the keys because they sent it to me free and they want
to rob me because they think i'm rich because i'm an influencer they don't know i'm broke like
i will find excuses to to not use anything but ledger meanwhile there's all this happening with
ledger all the time and that stacks i've been waiting to to order it like i check like once
every couple weeks if i can order it but now it sounds like you don't want to do that for all these
guys um is there an alternative like a real one i don't know anyone that actually uses the keystone i
only know guys i have trezor trezor has like way better security it's like i don't know like even
installing the trezor like it's like they're like we don't collect data like you know click this click
this and it's like i like to the point where it doesn't automatically auto recognize the trezor
when i plug it in like i have to like specifically like i think you have to open like the trezor app
to make it work when you sync it with metamask or maybe that's just my pc but a lot of people were
having problems connecting their trezor right um it's just like i don't know like just something
about it annoys me i don't like it so i was gonna say i couldn't i couldn't tell if you were saying
that stuff was good or if it was bad and i was gonna say is that like a bit too much like that would
kind of annoy me and i've seen you you know clicking with ledgers quite a bit so yeah what
do you you prefer ledger or yeah well clicking with ledger is just easy it's just like i don't
know like i just really like how the ledger fits in the hand and like it's just easy like pin and
click i'm just so used to it and then i'm on trezor and it's like it's dropping out and like
it's not always reliable and the connection to the computer so i'm like all right well
and look this is the thing right this is what if someone's building a product like just hear this
information hear this feedback if you're building a product that's about security and then the
connection that you have between the device and the computer like drops out right it doesn't mean that
that device is any less secure right but i feel like it's less secure right i feel like if i put my
money on like or whatever like you know use if i set up a ledger and start depositing funds right
like to that wallet like that when it drops like this is like i've lost money or like it's an issue
or maybe it's going to drop during a transaction so i don't use it as much whereas uh sorry with
treasure but with ledger because it doesn't it always works like dude i've had them in we travel
with them the whole time cooking it was against like it was in my backpack it was in my bag it was in
my little uh vape case the whole time with uh waluigi's uh tnt vape that she bought or made me
buy she forced me to buy it in vietnam and it's just like getting vape juice on it and all this
stuff and it survived and it still works right and it's like i don't know like the reliability of
ledger i know people get annoyed with them saying like they're unreliable or whatever but i've never
had a problem one has never broken i've like had them like fall like out of the car into mud and stuff
and they still work i don't know i just feel secure with it but yeah getting hacked whatever
but like end of the day like i've done like i've just i've just weathered every storm with a ledger
done nothing and it's always worked and it's been reliable and it's like i don't care like i'm not
hiding from the government like you know what i mean like i'm not i'm not getting pursued like i
don't really give a shit if they collect my data i don't give a fuck like everything is collecting my
data and so like for me that's not an issue the issue is does it work is it reliable and those are
the two things that ledger does really well if another product comes out and does the same thing
i think they'll be fine but the rest i don't care about it is interesting yeah i was referring uh to
the stacks uh i have uh the first one uh then i have the nano s plus and uh the x version but i like
only the nano s plus that's my favorite uh it's easy click click click click click click and uh it
works uh every time bro you know what's genius about these guys now we're up here showing ledger this
is hilarious this is probably how like 90 of the space feels because i think if you use an alt security
device like it's like literally that point like ledger is the bitcoin um they they have you into this
like pavlov dog like feeling thing like old boomer banks bro like you know when you go on your like
trad fi bank and you're like going to send some money or something and like i don't know it feels
kind of secure like it feels way different than sending something on ether bitcoin and it's like
all your responsibility and i don't know you just feel like they got you that's how i feel a bit right
i've thought about this and i think that's what it is that's why people don't trust crypto because it
doesn't feel as secure they're not used to it and so like when i go to the keystone right i'm like
and i've been on a ledger forever bro like i had a ledger in like 2016 or something like the first
little one i had a couple of those now i've had a lot of nano whatever the newer one is that's not
the snap of the stacks i've had a bunch of those so i'm used to it like the clicking plug it in and i
feel you boot on that like if it's losing the connection you're like what the fuck is this like
how much money are you going to put on there and with the keystone i think it well i don't think
it's more it's more secure provided the chinese manufacturers that sent it to me for free by
sliding my dms didn't like keep copy of the keys or something but that is why i won't put a lot of
money on there but the real reason is like i fucked around with it i play with it and i keep a little bit
on there but uh it's different right i know it's more secure because it's this like air gap thing
cold wallet air gap like for me that's a little confusing but i'm not used to it so like you open
your phone you have the little keystone there it's got a screen you say you want it it doesn't even
have wi-fi like you just say you want to connect to something you you scan it with your phone qr code
then metamask comes up or whatever it shows a qr code you scan it with the thing and then it's weird
like it's just weird and so yeah i'm like a ledger click click guy i i should probably yeah if i'm
gonna get an air gapped one like that i gotta buy it i just don't trust the free one maybe that's
stupid but yeah dude like when you're used to this little click click click click click click click click
like six seven eight years that's the only way you move real amounts of money and like the only way you
store it it's gonna be hard to put a few hundred grand on like some other thing you know at least for
me what's going on sammy or just for boot go ahead then sammy yeah like i mean it's not if it's like
if you've got like a decent amount of money like i mean just set up a gnosis safe like i know that's
people like oh it's too much it's like bro like you can just do two wallets just do a two wallet
gnosis safe like one hot wallet one ledger but wait yeah is that more or less secure more secure
because you you everything's on the smart contract and the smart contract requires two signatures to
get it off one of them's like with the wait wait i meant i meant is that more or less risk i consider
that more risk at it's it's adding more risk than it's adding security if it's one person controlling
it all still but it's two signatures on a multi-sig i would consider that more risk
more more risk if you lose the like you know what i mean that you're more more risk in the fact if
like compromised or whatever one of them gets compromised for sure but i mean if you're just
backing it up i'm like i mean and you got compromised you could get in and then just sign
the transaction and send it immediately like unless they're like spamming whatever and trying to stop
that stuff but like i think no i mean i mean that you've spread now two sets of keys out needed to control
the money and you're the only one and so however you've backed up your keys you now have like two
points of failure instead of one right like if you lose one of those accounts you're fucked right
so it's not really more secure like you're still the single point of failure you've just given
yourself more ways to fail yeah i mean yeah you have to keep control of two seed phrases and like if
one of them gets done then it's done done this by the way no no but you could i'm just saying okay
alternatively but i don't think it's more secure like it would be it would be more secure to break
up the money and have it in two seed phrases so that if one point of failure failed you would only
lose half the money or whatever it is right like i split it up into different accounts but then i take
the seed phrase and the only way that the big money seed phrases are backed up is like people know the
words and they don't know each other and they don't know what their words are for and they don't
know the order like family members or whoever actually i think there's only a couple family
members anyways it's a whole matrix i look like that guy from it's always sunny pepe silva um yeah
the gnosis would be like from a functional standpoint more secure but if you from a hassle and if you lose
a seed phrase then less more hassle and less secure in that instance in that it requires the storing of
two separate seed phrases so that as you're saying you're increasing the risk of failure on that end
but you're decreasing the risk of failure of like any like if it's an issue with ledger you're fine
uh if like you get malware on your pp your computer and there's like people like get the uh secret
phrase for the other this hard wallet or soft wallet you're fine like that that maybe you spread
it out across many uh noses states but that's like it's like you know what i mean like who can
be i'd rather just use a ledger at the end of the day like it's safe it's safe enough it does the job
right so like there's these things that'll work but it's like i think i think what you're saying about
like just have a maximum amount of money that you want to have in one wall and then spread it across
that many hardware wallets and keep it in and the rest in a burner is probably like for 99 of
people safe enough if you got like 10 million dollars right then i'll have a noses safe with
10 ledgers controlled by like people in different parts of the world or something but like we're not
there yet so when i get there i'll let you know eight figures soon bro i love how this turned into
like a ledger shill space but it's important i don't know i like we never talk about this stuff
um sammy what's going on bro yeah nine figures uh but uh yeah nine figures this bulwark you heard it
here first let's go uh so uh the stacks uh there is some sort of uh operating system updates uh
uh and when people were flooding that uh what the fuck is it called the fucking fragment that cheatphrase
hit uh basically you don't have to use it uh and it's only for uh the x and the upcoming stacks so uh if
you are using the nano s or the earlier version uh for the nano s plus it doesn't matter you cannot get
that to uh those devices uh so if that's someone's concern just uh use something not like the x or the
upcoming stacks if the stacks ever comes but what i read that the stacks will have some nice uh
updates but uh i didn't look looked at it and this is not uh any kind of new news i just noticed that i
got an email uh because uh i was there on the first month to mint that and i was supposed to get it
like i don't know when they said they will start to ship them the first time and yeah
the it came with the uh some generative art uh i solved that but yeah i don't know should i keep it or
should i take the money i think that they will just give me the money for bank account
then i will not take it i will sell it for someone and uh maybe just say that uh give me bitcoin or give
me uh eat
yeah
and that time i think it yeah it was two point zero point two to eat or something like that but
what's the mint
that's kind of cool you minted it though yeah i think you told me this right you mint an nfp and
then when it's ready they give you this thing but i i it wasn't on my radar when it minted like so that
was a long time ago and i've been trying to order this thing for like three months i don't think it's
real man it's like the n64 when i was like 13 they delayed it for like two years but then it was worth
it so if it's the n64 we might be i might still be ordering it i don't know you know you can uh
probably still uh you can find those nfts uh the ledger stacks uh nfts and you can bought the nft
and uh i think you can order it uh i'm not sure is will the order go through but you have the
uh anyways the nft uh and that you can redeem it and uh they will send you the freaking uh stacks
when it's ready but uh yeah i think that's that's the fastest way to get it but there is uh no i i
don't know the some big influencers have got gotten those but there is some problems with the display
like i mentioned many times and uh i can actually maybe i uh show you their email
what i what they sent to me so yeah let's go um yeah big influencers got it i didn't get it
that's i gotta move up i'm still d-list i gotta get to like v-list and maybe get a letter
stats i didn't mean meant in that way but i mean like the youtube mega million follower
no i know what you mean for real like that's what they do they slide in and they're like take this
thing and do a review of it or a picture that's what keystone wanted right that's why i got the
keystone with the screen on it but i didn't get the ledger stacks because i get the messages from
keystone and they send you this janky fucking chinese thing that they cloned um i'm trying to work
my way up to the ledger levels where i get the stats who knows man okay what else is going on
i put monad in the title but that's just because i'm like really interested in monad but i don't
actually know anything new about it i've been lurking the discord it's pretty lit man like i think this
thing is gonna absolutely go crazy mostly because of their cultural awareness we don't have to talk
about it i have literally no new info it's kind of a red herring title because i do this a lot
here's a here's a little secret if you just like make the topic something that you want to know
about but maybe you don't know that much about you'll always get all these like you know that
actually meme like oscar from the office actually you'll get these guys in the space come on stage
they just fucking break it all down for you as though they're like dunking on you right and you're
like that's the the real 200 iq is yeah dude i know i don't know shit maybe i was talking about
it in a certain way to make you explain it to me so it doesn't look like we have any of those guys
with monad in the space yet i'm not sure they exist yet to be honest they're coming maybe we'll be
them um but we got to get our research done first dude the other day when i made the when i edited the
the spaces title here like kook versus was it avax a rug or something and then i looked like it was
in i think it was in psychos chat on telegram and someone was like oh my god have you guys seen the
news like avalanche it's under attack like the chain has been rugs like kook's talking about it now like
i was just like well guys can you tell me point me in the direction i need to find out more all my
money's an avalanche and they were like like sending me like to this space and stuff or so
like i know it's just really mid-curve that like they're like pinpointing on the title as opposed
to listening to see like actually what is happening dude that's based that's exactly it we need a good
title like this isn't really a good title i'm not good with the titles well i think a real click
baby one kook versus manta hack exploit yes oh let's go okay mindless bsc it goes bsc dot dot dot
but i know it's mindless so what's up bro bro what is up yeah i gotta change that man uh good morning
hope you're all well cook how about you um i mean i don't know have you considered like reaching out
to the team at monad and saying hey dudes i have a platform you guys don't seem to have a presence on
twitter how about we host a space for you guys let's get this conversation going well sort now
no i haven't i should i should figure out how if you have any idea or any ends on like who the people
are to talk to there the most i've done is go in their discord um and it's closed and i got put in
a waiting room and i just started making autistic jokes and they must have at least somebody on their
team knew who i was because they put me in the real thing right away there's people been waiting weeks
so i'm trying to like scam onion my way in but it's definitely bottom up like i'm in the discord
with the plebs like i'm like a lower cast right and i'm gonna work my way up from the bottom but i
always do that these guys should have no fucking idea who i am but they'll figure out i'm pretty
cool pretty quick that's usually what happens they have telegram also i know i just found that out and
so i was uh because they man these guys are so based how they do it like now that i've been watching so
they turned their twitter private so i follow their twitter i think they followed me back too
but this all happened in the last couple days and then i went in the discord and it's all locked down
too and uh yeah they very selectively like add people into it and then when you get into the real one
it's like yeah it's fucking sick like i hate discord and i don't spend a lot of time in here but i just
kind of want to know what's going on because this thing is so important um yeah it's all memes it's
all fucking pepes and like base shit i've never seen something like this at this level like it's
crazy and so yeah i gotta i gotta infiltrate the telegram next for sure but yeah it's funny i can't
look i'm like i said i'm like a d-list niche comedian right like i can't slide into the monad dms
they'll be like who the fuck is this guy i still have to do it that way you know one day i'll be able
to slide in at the top and i'll be a seed round investor in this shit and then all the homies will
get like the opportunity to write a strategic investment check hopefully hopefully this is a few
years ahead if if the if we could uh invest this uh more than it would be a fucking immediate uh
retirement yeah dude and the way they're doing it with this like i
i because suey if you were like really engaged and following along using the test set and all
this shit you had the opportunity to actually like buy the ico and i think the ico price was
five cents or ten cents or five cents i want to say it was really low it was like an instant 20x or
something not 20 maybe 10x i don't know but if you can get in on the ico round for these like
even the public one right because they're gonna leave a piece for that but it'll be hard what do you
think what do i think you have to do well you probably have to be in the telegram and the
discord and twitter and all this shit and plus more use the test net i hate doing all this stuff
but for monad it'll be worth it to be able to get into a real round like a real investor
is they'll do a strategic round man and they'll have all the big like that's what i would do right
they don't need any investment at the very end you just do a strategic round and you pick
all the people that cover all the facets of the space like venn diagram like who has that circle who
has that circle who has that circle like who has influence over all of them not all together but
like pick the guys right so if they want the autistic boomer like 40 year old basement dweller
influencer guy then they can pick me it just depends if they care about that market but uh yeah dude i
don't know all eyes on these guys i gotta try to figure it out but at the very least i think for
everybody like test that's not even out and so there's going to be opportunities to get on the test
net and use it and do whatever they need you to do and like if there's one thing i think it's
worth it to grind for it's this thing like i'll be doing it okay mindless we'll go to you now
um i do have a point of contact on the inside i'll have to go back and reach out to them
i touched base with them last year earlier last year first quarter back when they were um hiring some
of like their their team that was what i was interested in um but if you'd like i'll try and reach out
to them and just put that forward for you um like some alpha usually uh a bear market's the best time
to touch into these things now that we realize the industry is hot they've probably got a million
people chasing after them trying to touch base and now you're having to compete with that wall of
people which is why they've locked everything down i assume um also like a bit of a hack like if
you go over to places like crunchbase or some of these dedicated um hiring platforms that operate
specifically in the crypto space and have a look at who's hiring for like a cmos or head of business
development or like you know c-level executives you kind of have an idea as to who's recently been
funded and therefore six to 12 months from now they're probably going to be rolling something out
and you can kind of get in that door long before any of this uh problem goes uh just from memory like
monad was a team from like tradfi they were like pretty damn hot in that world they've also got a
stacked team from silicon valley again top-notch folks with like 10 years plus experience
yo i want the monad link let's go um yeah dude it's it's you can tell everybody wants a piece of
these guys people either don't know what it is because they're not deep enough in the space or
they're like oh shit this is the one this year um yeah we should chat about this in dms for sure
let's go not like obviously i realize like this is like a fucking you know high school baseball
player knocking on the door of the yankees so we're gonna see but it's worth it you miss every
shot you don't take or you miss 100 of the shots you don't take wayne gretzky michael scott
let's go someone better get that yeah let's bribe them a little bit let's you know what we should do
we should extort them that's worked for me in the past with amax i'm just i'm not gonna elaborate
on that you guys remember the tweet it was a banger everyone on twitter saw it um yeah
fuck what else i want to get more speakers up here d-list man you've always got alpha dude
come up here and bless us and it's d-gen hours so and it's friday morning so it's probably like
high listening to rap music which i could really really get into right now
all right boys what else here he comes let's go d-list legitimately the last couple times he's
been in the space it's been like yeah three in the morning or some shit where he's at
oh is he gone damn this guy has really good alpha am i am i okay bro yeah it's working man what's up
yeah man it's just after the holidays just trying to get my pulse back like just been reading so many
tweets going in between gcs you know how when you're like you're on it and you you just have a
pulse on the mark like oh i know what's going on you're staking over here celestia and oh oh say oh
yeah that's off the top of your head you take fucking one week off you're like
shit what's going on now so i yeah i just did that and yeah not going to sleep even though i have work
work in like three hours but this is that season to do it um what am i seeing though what am i seeing
let me see i wrote down some stuff do do do do don't tell everyone though you know everyone
buys up our shit so quick fuck you you gotta give them the high level alpha here in the in the like but
pretty good like give them a lot there's only like 30 people here and then we can discuss the specific
actionable steps in the little weird chat with the arabic writing okay now this
cooked pretty much but we're still early you know the eigen layer shit you can't i mean that's capped
off um can't really get in there but i think there's a coin that's going to be launching uh when it when
that launches and it's uh re-stake fi if you've seen that so that's coins out isn't it yeah i think
yeah there's a there is a re-staking point yeah that coin is out that's what i'm saying so you
can probably dca dca into that probably be a real banger for uh 2024 um obviously monad you know we're
all keeping our eyes on that uh ampleforth looking to ampleforth what else am i listing i have i have
never heard that word before that's interesting to me what is it like do you have a tldr
so i know you probably let me see what was that again let me go back to that i just know that
it's um backed by brian armstrong from coinbase hold on that's all that's all you need to know
that's all i need to know okay ampleforth let's go is that the research token that they are working
on some sort of dow i vaguely remember this let's see there's just so many things i have written down
hold on hold on let me see this is part of the um
fully automatic unit oh it's a flat coin i think it's it's like you know like stable coins but
there's this new meta called flat coin so look into that
yes i have heard of flat yeah it's supposed to be like a better stable coin so yeah um you know i'm just a
narrative a narrative guy that's it i just cast these little narratives and then that's how i trade
i'm not like some genius uh elastic protocol gonna be huge elastic protocol there's so many backers on
that so i always yeah i always look at the backers investors and how you know how much is trending on
twitter so hold on elastic and the ticker is is going to be ee for that that's a pretty good ticker
um always farm venom i did that a little bit earlier so guys just keep farming that like
every other day if you can and don't sleep on mask i forgot about mask and pre-search these are like
privacy uh browse it's a privacy web browser and privacy search engine so yeah i mean that's a few
things uh butterfly which is redacted finance uh they have this pyrex eth that you turn the eth into pyrex
um and then you can gain yield there so like i said these are all narratives i'd like to get in and out
this is what i want to get in for q1 and then hopefully by you know selling may go away
i have some 10 to 20 x's on these
and let's go that's a lot of stuff um i see this theme man like with the restaking and now um i forget
the name of the token but the one that you mentioned if it's the same one but they're doing
yeah restake finance it's it's fuck bro it's liquid staked restaking so basically this is all like
we're taking like the the ethereum institutional layer staking environment and then building like
another layer of leverage on top of it because the eth staking yield isn't big enough anymore for the
institutional boys yeah so they're gonna do yeah it's like derivatives on derivatives there's this
other layer and now this restaking token it's like you take your liquid stake eath deposit it with them
and they give you they restake it and then they give you a liquid stake restaking token so it's like
double liquid stake eath um yeah it's just like a leverage spiral upwards it's cool i guess i think
like i started my career in fall 2007 on bay street working in banks and like within the first six
months they all started to go under because it was a financial crisis and i think one of the funniest
and coolest things about crypto is we're like speed running like a massive collapse is you can't just
add all this leverage and like it's going to be all good you know um but it's cool like that's based
i'm not saying that's bad but there will be a point like you know it took whatever 40 50 60 years or
something from the great depression 70 years 75 years for like a big giant major like giga collapse
that was bigger than the last um and then the bankers just you know ponzi'd it all up and fixed
it with interest rates and quantitative easing and everything over a number of years same thing will
happen in crypto there'll be some violent mega collapse but you can't just keep spinning up all these crazy
like fantasy leverage schemes i think it's far away though don't get me wrong like i'm gonna max out
all these things you just gotta like it's like musical chairs who knows when it happens probably
not soon i'm not trying to scare everyone but like that's obviously what we're doing look at this
shit man they never did this in trad fi yet like they haven't liquid restaking staking derivatives like
come on yeah so i pinned it to the top this one the elastic protocol i remember now my buddy
he dm me he said this is supposed to he thinks will be the next ohm so if people remember ohm from
2021 um yeah they just did their raise uh backed by some good people so yeah i mean anytime i hear
something like when someone really serious that i know and they were in ohm this person that i know
was in ohm early back in 21 printed so that's what this is supposed to be that's been to the top
i just followed and commented on their post that's amazing the next ohm because imagine if you're in
ohm early and like out before the ball of flames it's yeah jenny wealth like not the joke jenny wealth
like the real jenny wealth so this stuff is all worth paying very close attention to their dms are off
unfortunate uh but this is really interesting growth i'm telling you guys d list all the time
some wild alpha like he's always early to this stuff dude you know what it is like like even with
my nine to five like i'm not like i don't know like delta neutral and like all these traders knows all
this shit i just for the past two and a half two years if you guys um on your twitter you can create
list a curate list i've curated my list for the last two years for like so well into different
categories that i can just that's basically what i did i had my holiday and i just went boom i just
went to my list boom boom boom boom boom that's where i'm getting all this info from just so i don't
really need to really follow anyone if my account was where to get suspended i can just go to these lists
that would be good oh that's amazing i've kind of faded lists i've been added to some but like
yeah my feed is sort of like an anti-feed where it's like 95 of the stuff i see on my feed i know
it's like i'm late to it or i should like steer the other direction and then i know the five people
that i should be like paying attention to um curating a good list setup should actually probably
be a really good idea but i don't know can you share this that's yeah no you can you can that's
what i was gonna do so i have them all on private none of them are public so like one day like yeah
i can like to get into my list you're gonna it could be totally dated you're gonna have to like
buy my nft or some shit i don't know that's actually really cool yeah because they're really
set pretty much like it's the alpha alpha list alpha list l2 list you know shit coiners list like
yeah man it's pretty good i mean but it took two years so you know it takes time so um
let me see if i see anything else though i'll get back to you oh pika if you miss aiga
eigen or eigenlay or whatever it is the equivalent i believe on soul or maybe just the next one is
called picasso and the ticker is pika pikachu i guess but yeah you got a hand down there i'll stop
talking oh that's based dude restaking on soul like it's obviously coming did you guys see my
hilarious genius banger tweet yesterday nobody liked it people bull market twitter sucks because
like creative that's good people don't care and if you just tweet a chart and say soul's going up
forever like you get one million likes it's fine but it's just easy idiot mode if you're looking at
my twitter and being like what the fuck happened to kook his tweets suck man you got to give the
market what they want they want shitty tweets i write this fucking banger yesterday nobody cares
sammy what's up
uh yeah what the fuck i was going to say uh yeah uh friend tech uh what the fuck is going on is
like i heard something about uh what's his name pancake pancake get uh fired or something like that wait
we got to talk about this so is did he really get fired what did you hear where'd you see that
uh it was the what a ludicrous some something like that that he blah blah blah i don't know but
his tweet i have no idea is it real or not but where the fuck is the air club bro this is so funny
because maybe man now i gotta figure out what's going on with friend tech because yeah it's looking
kind of bleak right i don't know what's going on with this airdrop i have no idea what's going on
with friend tech the thing that i do see lately day to day is uh cbb of e like legendary farmer i
hope everybody knows who he is but uh he's been attacking racers specifically and friend tech for a
while like even when i was still farming friend tech and like i was in a chat with him and stuff and
like he wasn't the biggest uh friend tech fan and he had a tweet the other day about how
yeah near new year's maybe just before or just after and he's like all right my biggest success
of 2023 was um something losing a bunch of money in a farming program for a protocol run by junkies
and then my biggest win was providing nft loans and liquidity in a farming program run by the king of
ponzu so he hates racer and he loves pac-man it's always been that way um and every day
he has kind of a tweet that's sort of a dig at friend tech or like a direct insult to racer
but uh today literally like right before i started the space i saw this and he's a bit of a troll so i
didn't think it was real but he tweeted pancakes bra has been fired from friend tech um because he's
been sober for too long for something like his thing is he's always calling him junkies like he's
calling racer a junkie he doesn't like these guys right now so maybe he actually did get fired
interesting bro something about equity uh i don't know is it true or not but uh can you pin it whatever
you saw we got to do the investigation right now yeah who are you saying got fired pancakes you know
you know racer yeah pancakes apparently he got fired and i thought it was a joke from cbb but
apparently it's not pancakes bro yeah pancakes bra apparently he got fired maybe oh i don't know
i'm sure he'll be you know he'll land on his feet real quickly he's pretty cool he's the only one i
like he's based man i had a couple chats with him a couple dms yeah i love that guy and cbb's hilarious
too for saying he got fired for being sober too long after he's been calling fucking racer a junkie
for a month so based bro like that's why i love crypto like this guy's moving around tens of
millions of dollars into meme apps like in a web browser like you know cutting edge institutional
investor and thinker to be taking these kind of risks and look at the money he's making and like he's
smart too like people will be like oh you know farmers do this and blah blah blah he had a he
had a write up on like farming programs and how farmers are like market makers he's right like
these things die without him putting the money there in a lot of cases him and others like him
and it's a small list but uh yeah bro base dude i love this stuff hey what's up do you know anything
about pancakes bra getting fired did it have to do with him being sober nah i ain't got a clue to be to be
honest i've seen the guy around though um but yeah i don't really know him don't really follow the
friend tech stuff to be fair i was out of crypto and the space when all this uh friend tech stuff was
popping off was like mid last year so um yeah i just came back came back into the space in like
october november actively but um nah man i just jumped on because uh yeah i just jumped on
jumped on because i know you guys were talking about some of the home stuff and something that
came across my so i'm the same yeah i'm i'm dumb as fuck i'm a bit of a retard i follow
narratives because i ain't got a clue and the bull run right you can just throw money into anything and
it'll go up so but i thankfully last cycle i didn't know what i was doing i didn't know when
the top was going to be i just cycled out into fiat and bought some property and now now i'm back to
scale back in i should have come in a little bit earlier but um i was in on ohm very oh actually talk
about ampleforth that was a nice little airdrop for me because i put in some money on ampleforth in a
liquidity pool and i got their governance token but um at that point i didn't know what it was
all i thought i thought it's pretty cool the rebase the rebase stuff um but yeah i was just following
like the market cap of that and yeah i'll look back into this if that if the narrative's coming back in
but um some of the things i'm farming uh linear been doing a little bit of that been doing those random
quests and then i saw the people's aligned stuff gonna try and do some inscriptions there and um
i came across this thing that was meant to be the new omen hex which is sink us down i was gonna ask
if you guys knew anything oh yeah yep i heard that one yep that's big is that big yeah another yeah i
heard that's supposed to be another on yep yeah i think sink is down and like dude i already know some
dudes that got in on a seed funding on that like that's gonna cook yeah i i came across it a little
bit early but to be honest with you i don't didn't have that much money on eath it was all fragmented on
the chain so i didn't jump in but um yeah i'll keep an eye out cheers
man this is a good space this is too much alpha for me to remember two ohms two ohms guys we have two ohm
chances so you know take that for what it's worth um you know avax you know how they're like they have
their subnets and that's what like the games they're building on those and you know jp morgan city bank
real world assets all that shit if you uh look up the ticker ggp it's called gogo pool they build the
subnet in infrastructure and they have an actual token so i can see a lot of businesses or protocols
maybe going to them to have that built out so uh yeah check them out on avax we're all king of subnets
i'm gonna check them out because it's interesting but then i'm in a mid-curve this conversation a bit
by talking about or asking you and others your thoughts on whether or not subnets are just a
retarded ngmi strategy um or are they good i don't know so these are my problems with avax
like i like avax i made some money there boot was an avax maxi for like a month now he
doesn't like red coin but here's my take on it man like okay so avax is an ethereum scaling solution
i guess or like an independent chain that uses evm and the first thing i don't like is that the base
token is avax so anything that's eth like or like an eth clone or like an evm chain when the base
token's not avax or sorry when the base token's not eat i don't really like it i find it confusing and
shitty and i don't know it's just like it's own l1 i guess you know yeah but that's okay that's all
right but like you know when it gets a lot of use it still gets congested and it doesn't scale like
you saw that when they had like a two-week meme season and then gas is you know 10 20 dollars and
they're like oh subnets fix it okay yeah that was the inscriptions fuckers but yeah yeah they're
fixing i mean they're fixing it i'm getting i'm getting to the main point hold on hold on no no
no you guys did not let me get to the main point so this is the main point we talked about this last
week but you have this what's the the most important thing on any chain i think that even before you get
like users and stuff you need liquidity and so you need like institutional investors and on-chain
traders and all this stuff and so part of the problem with eth and the l2s is that the liquidity
is like fragmented like liquidity on arbitrum even if it's for the same tokens is not shared
with liquidity pools on mainnet and so avax has been saying like oh all the subnet liquidity is
going to be shared i don't even think they're there yet but like this is my the point of what i was
saying is this like and i'm not saying this is the way or it's not the way or anything but
if avax's solution to like liquidity scaling is subnets that link everything together and
soul is already a giant box you know with one liquidity environment for everybody because it's
monolithic and like something like cosmos has ibc that fucking links everything together anyways
like and avax is using this weird turkish red coin as the fee token for their weird chain like
i all that stuff adds up and i'm like well kind of ngmi then the bull case of it is what you said
right like jp morgan these guys have been doing institutional bd with us tradfi institutions for
like six or seven years and they made more inroads than anyone so i think avax will be like a success
and the gaming stuff they've obviously they're bringing some big games and maybe a subnet
like dedicated just to a game as a sick solution like we'll see but at the highest level this stuff
where i'm like okay but all these subnets linking them together and is this just a bad approach like
if you started building electric cars and gas cars at the same time this is a retarded example but
just bear maybe long term maybe one of them is bad right maybe long term but then maybe they get their
act together like four or five years you know they're you got to remember they're they're you
know they're always improving the tech you know how like vitalik right now or or how they do upgrades
on eve maybe ava labs one day is like oh we're doing this grand upgrade and they like pivot to
maybe not or uh subnets so not sure but i think it comes down to trust too and if your bd team and they
have you know the the the best trust from the institutions then they're going to be the winners
because i'm in sales i mean i sell software and really you could be the dumbest product worst whatever
as long as they trust you through the phone or whatever they're gonna buy your
shit they're gonna sign the dotted line you know on your shirt so they have the same issue that ethereum
has and like that the solution to all the shit is that yeah we'll do it later it's it's coming trust
us right this will solve all the problems and it's like all right cool right maybe subnets are amazing
maybe that happens but like we have to get there and like the rest of the ecosystem isn't waiting
and so like i just feel like most of these kind of like legacy l1s are going to get like blown away
i'm not saying it's cosmos it's going to be stuff like the dim whatever like building like parallel
ecosystems that like have their own weird heaps of stuff going on like one of these things coming out
like from all this stuff maybe it's built on a tech layer of celestia it's going to be like
way more technically proficient right and just function way better and then it's just going
to get a bunch of institutional investment and win i i don't know what that is right but it's
going to happen and i just feel like all these these legacy systems like they're just not going to
make it like what's what's the upside of avalanche versus any of these other chains now that are like
running up the charts right apart from the fact that they have a good bd team right because that
shit went down like you couldn't you could literally couldn't use the chain like every
single transaction was dropping and that happened last i mean but solana went down like four more
times than avax did that was like the first time avax ever went down it was just because
of inscriptions people people forget that i don't know four times last year yeah but solana is cheaper
quicker and better right so like avalanche is a is an eth style like chain a red ethereum that it
goes down it doesn't go down stays up all the time so it's like all right i'm paying eth level gas
for like an eth experience on it that was just that was just for like three days just for the
inscriptions that's all it was yeah but but i mean okay now it's cheaper so that that makes sense
right but like is it going to happen again when like when traffic resumes like what no they already
got on it they already got on it when it happened those three days they were on it they said we're going
to fix it i mean i mean i mean tweeted literally saying the inscription stuff is a problem we don't
have a solution like i read his tweet like uh like because i have a yeah it was probably probably i don't
know i can find something where at the same time maybe later throughout the day eight hours later you
know what that is in crypto in one day that's like two days later eight hours yeah regardless though like
i think this my my assessment of it is like all right look they are good at business right those guys
have a lot of money they're not they're not stupid like it's like that the cultural fund the 100
million cultural fund is a really good play right so it's not i'm very bullish on their business sense
i just want to say that please continue but yeah they're really good at the corporate stuff and kind
of linking it to yeah spending money on meme coins is fucking 2000 iq let's go yeah like they're really
smart and they know what's good cook i just wonder wait wait you can't do this you always come up
boots talking bro get get out of here i like that new pfp but you can't just come up and
i didn't hear anyone my bad get out of here this is like my pet peeve number one dude oh we weren't
just doing like a moment of silence bro for avax even though we probably should because they're
oh it was silent but no please continue uh the tech like is the tech able to catch up to like the rest
of the tech in the space because it does matter like i mean again we say tech doesn't matter like
because it doesn't like a lot of the time but like it when when you're already like in the top
10 and you're competing against others right in like who are like trying to take market share in
the very top like echelon of this space then it starts to matter because like you've already made
people money right then they're paying attention to like the functionality of the chain and like you
know how does it scale what can we build here like where's liquidity and things like that with all
these weird like you know top 100 chains that we're like panning for golden at this point in time
i'm not asking any of those questions because i'm just waiting for it to 5x and then i'll ask those
questions like i might have a general thesis on like okay i i my experience here is great but there's
probably like 12 users there right like so i i want to see like how that scales out and all this stuff
and i just like in my opinion like i personally would just stay on eth and eth l2 then go to avalanche at
this point i mean yeah that's all fine and dandy i'm just saying hey this gogo pool they build the
subnets and they have a token so it's a play you know long term dude five six years who i'll probably
just be all allocated into bitcoin hopefully not even fucking doing this shit anymore not let's go
looking at your rated list and stuff i'm not even worried about it like that but um i'm just thinking
like okay they know how to do business and if jp morgan goes on there and the next call of duty
goes on there everyone's going to be buying that shit and it's like okay well you know you got two
three years for that at least i like it you know i like it a lot i think you guys both agree with each
other and i agree with both of you and this is like a good conversation because yeah look i think this is
like the tech race but like super tech race right when you had i don't know cell phones coming out
and you had palm pilot they did this shit first apple did it best like maybe monad's apple or
solana's apple you know what i mean like this shit changes it changes fast there'll be tons of products
but most of them are going to cook because there's been no adoption for any of this shit
and avax is good at business so even if their approach is shit and their tech is nvmi they can be
pumped they can be blackberry you know and like shout out to the canadian homies like there was a point in
time where there was no apple like i mean they existed but they weren't making iphones i don't
gave a shit about them right very were the kings of the world yeah bro rim yeah they had yeah the
original name rim research in motion fucking terrible name when they were rim they had a
fucking christmas party one year at the sky dome which is where the blue jays play they call it rogers
center now that's a fucking bullshit name it's a sky dome for my canadian homies everybody knows
it's the sky dome anyways look this is one of the biggest baseball stadiums in the world
it's the only mlb stadium in canada it was built in the 90s i think or maybe the late 80s but it was
a huge deal when i was a kid and still now we love it in canada but the the fucking roof opens it was
like the first stadium travi's laughing you know the sky dome let's go it's national pride the sky dome
but the roof opens like you got to see it it's probably shit tech now but back then it was like
science fiction um anyways rim had us had their christmas party in the sky dome they had a roller
coaster brought in full size and they had the rolling stones play full concert like these guys
were the kings of the world man and now they're gone and so a lot of shit can change like avax yeah
they lock the call of duty contract this shit's gonna cook even if the tech's ngmi so there's always
a play even if you don't love it i'm not gonna buy avax but yeah it's worth i mean i have some still
waluigi's an avax whale actually that's my avax position um even though i just think i just think
the etf gets approved with the bitcoin etf you know having all that i just think a lot of the top 100s
may get back i would say maybe 50 of them can get back to their all-time highs before and so if you
look at the avax chart that's like forex from here and they have some great partners so i i just feel
a little bit more safer in that one with you know you know you know who else would feel safer this made
me think of this when you said the etf and as it relates to avax so it's an old coin with a very like
you know web 2 business white collar approach to bd like they have a separate bd team for institutional
finance and they wear suits and ties and they have like linkedin pictures uh when they join a meeting
and so that shit matters they've been doing it for six seven years what's the point of what i'm saying
and this isn't a bull case for avax like i'm not gonna buy this shit but when the etf gets approved
and all the boomers start to buy bitcoin and all the institutions start to think about what's next
like for sure and eat etfs come in cool but when they actually start to look at like
this crypto stuff as real like institutional products and businesses avax has been in their
ear for six seven years so old white person banker money might flow into avax before it flows into
something like cosmos whether it doesn't matter the tech doesn't matter actually so who knows i'm still
not buying it i want to fuck with the weirder shit and i still think their tech's ngmi but yeah it's
very very important to watch this stuff gaming like i want the inside alpha when they lock like
activision for a big game and then i want to be buying it
yeah this is fun this is what i like talking about this stuff
i love crypto a lot sammy what's up bro
uh yeah so uh i don't know i have things uh about perps uh there is the uh token that i've been uh
rambling about uh about uh this year and uh look at the chart yesterday it went all-time high i was
pissed as pissed as fuck and uh it ruined my whole week i hope it goes higher higher higher higher higher
higher and then dumps when i get it but yeah uh that's what makes me bullish uh
uh if what's it called the orbit that's on arbitrum uh they start with the g
the perps decks no g g like uh g oh arbitrum i don't know yeah it's on arbitrum and a big perp perps
decks uh oh fuck anyways but yeah this is uh you're talking about gmx or gnx yeah yeah g gmx gmx yeah
i'm just wondering that uh this might be a play for the ck sync but there is also the other one
that is bigger probably much more better
uh so i want those tokens i will and i want to fucking dump them i have these tokens but they
are locked so yeah by perps by perps um dax tokens yeah because i mean you see how gmx could compare
to market caps to that gns uh which is the perp decks for i think avax
eath and maybe arbitrum um i think that's only a five million dollar market cap right now
so compared to gmx that's like still 20x away
same kind of deal a lot of liquidity um tvl is high so yeah i think that's smart
yeah you know it's funny we're gonna go to mindless but uh you know how i pinned that soul
blaze tweet on the shitty half-assed idea about the layer two for soul be soul retweeted it retweeted
it and they're like commenting fun fact as well that weird little chat i'm in that d-list you're in and
sammy my coot fucking alpha chat lately there's been a few rugs in there but there's been a couple big
bangers um soul blaze is in there i don't know why and i don't know how they got the link but
they're in there and they just lurk that's hilarious there's like 40 people in there like
just for the audience like at 40 people probably like 15 10 to 15 very active right now we're doing
a lot of solana shitters at like two minute old contracts but uh yeah it's funny we're just in
there like bsing like talking alpha smoking joints whatever and they're in there it's cool but
they're cool i've engaged with them on twitter for a while and they're my favorite liquid staking
token another one where and i'll go to you one sec bro but like you know i've been saying this about
monad and other people like when i see important institutional level like ideas in crypto especially
new stuff and it's being kind of done well or it's a good idea but then if if they add like
like i don't know baseness let's call it like cultural understanding and awareness of the space
like as i see it and their business practices you know monad with the memes and the purple pepes and
just like the way they communicate and all this shit man that matters a lot man that matters to me more
than tech maybe and if it's all there it's sick and b soul is kind of the same like the way they
yeah they're cool i like i'm watching for that more and more with all these new ideas right because
new tech and new ideas and like finding a landing page full of buzzwords like parallelized evm new
stake native layer like that shit's easy bro everybody's got the words but like how are they
executing and so i'm i'm paying more and more attention to that bro we're gonna see chief meme
officers in organizations that are getting paid big bucks million a year more and they
fucking deserve it whoever put together this monad strategy is a genius bro okay mindless let's go
hey thanks so my like my only real sort of positive take it's not the only one but it's the biggest
one for avax solana or any of these other layer one solutions it's very simple it is just gaming it's
my bias i'll give you one example right now you have um ronin the gaming chain taking uh the narrative
a little bit some of the limelight and that's only been because of one relatively small game that's on
that platform pixels they have about a hundred thousand daily active wallets i don't say players because
you don't know if they're real players but they're daily active wallets that has now steered the
conversation taken some of the limelight uh and has gotten a lot more people interested in that chain
that allows liquidity providers and speculators and exit liquidity plebs like us to hop on over
there and see what's going on um but that kind of shift happens just because that's a very small game
something tiny but if you have one of these larger chains avax solana i might even say the p-word dare i say
polygon captures at least one game not a large triple a studio just a decent game it can even
be something designed by you know um a nippy team of indie game designers a team of four or five but
it becomes a cracking hit and they attract let's say a million daily active players just that one game
alone on this one chain would have helped to break away and steal that narrative and gain that inertia
and that flywheel effect um and that's my bullish case for all of these uh chains whether it's it
doesn't matter it could even be ethereum um and relatively speaking right now ethereum has about
a daily active wallet base of about half a million not a lot so just one small to mid-time successful game
can potentially change the course of any of these layer one block chains right now that's my bullish
case and i think it's one of the reasons why that's kind of it's done pretty well too you know what's crazy
whatever just has the best memes and best um nfts that's it whatever that who whoever has the chain
the nfts are cooking and the best means because that's what the normies are going to come in on
that's how i came in on 20 you know 2020 2021 was dogecoin and fucking seeing the board apes go crazy
then i started learning about narratives and you know different wallets and staking and all that
shit afterwards so i mean maybe that's why avax is a little bit behind because it didn't really cook
it didn't have those that nft community and then when the nfts died they learned about shit coins and
now oh no all the nft people are trading shit coins on the chain that's why soul is rocking right
now and well obviously the low fees yeah that's how i did it too with 2021 man with uh elon musk bro
elon musk was talking about dogecoin a lot and fucking i was like well what the fuck let me get
into dogecoin and then i got into shiba inu too because i saw it being shilled on twitter and then
like shiba inu changed my fucking life i was like holy shit and i was like i need to stay in crypto so i
went down that rabbit hole like hard i became a developer crazy crazy story and it's like three
years ago it seems like not even almost three full years and it feels like a lifetime already like
insane um how does how the time just moves so quickly in crypto uh it's like going from ethereum
to bsc to now full-on solana and such a such a short amount of time dude it's so crazy oh dude
before i forget i mean dude these ordinals are gonna cook this year kind of did you get a a puppet
a bitcoin puppet kook bro that was a ridiculous mint like no i didn't get one i know but on secondary and
shit they were still kind of low you still might need to get one dude i i'm you i'm seeing the timeline
i'm seeing who's buying them i'm seeing who's pushing them no a few okay the holder like that
weird-ass project has been harassing me on twitter forever they're based i like them but uh they had
like a shit coin on bsc called pups and i bought it i think i still have a bunch and then yeah they've
been trying to get me there's an og project behind those puppets and then you yeah yeah there's the
the original ones people are buying both of them so the original ones are already like at a 10x to
the to that derivative one but that derivative one people are moving they're calling it the
m'lady of bitcoin i'm like shut the fuck up it's not the m'lady but it's all like they're calling it
autistic it's pretty retarded and autistic which i like but um dude i'm telling you those guys are
you're gonna be mad if you don't have one by monday and get while i'm just no they're gonna give me
one where's kenji he's asleep in brazil but yeah bro with these ones especially those right look at
those autistic things on fucking bitcoin right and there was a bit kook era everybody remembers
those guys all just want to give me one they want me to have it so someone's gonna give me one and
that's fine but i'm not gonna get a fucking figure 15 fucking 25 x or whatever a bonded mint where and
this is entitlement for me but this is how you know it's a bull market i was sitting there on
my computer watching a fucking countdown waiting to mint something that's ridiculous bro i don't
mint anything usually i'm like here's my address send it yeah yeah i was trying to i was it didn't
yeah it was like the whole website went down they weren't ready and i don't understand that um i mean
i'm not a developer but like i just don't get how websites go down just like why don't you guys just put
the maximum the maximum fucking capability capacity or whatever like how do you do that
i don't know dude it was a mess but it is bullish like i mean i'm i'm seething over not having you
know 20 of them because i was like oh no one knows about this this is alpha i'm gonna maximize these like
i know who these guys are um not the case so no i'll get one a few people are like oh yeah i just
want to give you give you one i'll probably end up with a couple but uh yeah hyper bullish on those i think
i don't like to see these instant comparisons of there's too much of that on ordinals right like
oh ombs the punks of ordinals like yeah now this thing's the mladies of ordinals bro i wouldn't
want to be the thing of my other thing like i'm a derivative on a derivative like
fuck that i want to be my own thing and then you can go call other people
the kook of this fucking chain or the kook of this app no one's calling kook the something of the
something get out of here so if i was them i'd shed that even though it's kind of praised
right because my ladies are base obviously the best collection on e
yeah okay bullish bullish on those puppets but i say don't buy them on secondary this frenzy's
crazy and node monkey's almost 0.3 bitcoin bro i have yeah dude that's insane i have eight loans
against them all at like 50 ltv so the volume the volume has done more than frogs did like whenever
they first came out or i don't know dude it flipped omb in volume i think it's 750 right
omb is under 700 i think like and they've been around since april or whatever
and i mean they're all somewhere on block nine too um and i guess block nine what is that again
that's from um satoshi's wallet i don't know it's like so yeah the earliest sats you can get
are from block nine because anything from before block nine is locked in satoshi's wallet and will
like never come out unless it's a big you know switcheroo scam reveal and he he's real and he comes
out and he sends it around so block nine are the earliest sats in circulation
wait didn't they say they're the etf was supposed to get approved today that's what the rumors are well
yeah yeah matrix port said two days ago that it was going to get approved and then they said yesterday
um it wasn't going to get approved and also who the fuck is matrix port and then the grayscale put
their bitcoin trust on the front like forward-facing retail part of the website people said they weren't
allowed to do that unless it was approved there's all these rumors bro i don't know what's going to
happen i don't care because i'm like you i mean obviously i care but you know hopefully i have tons
and tons of bitcoin in five or six years more um and so i care about the price then or on a longer
time frame i'm not trading bitcoin week to week bro that's for sure but yeah hopefully don't sleep on
the uh don't sleep on the mining stocks too bro like a riot marathon all that in the tradfire that's
the only tradfire i buy is crypto stocks that's it i was curious man cook are you are you in cabal by
chance because like i see you liking tweets and stuff i was wondering and i saw the red hood i saw
the red i mean i know that's with your nft what like what is cabal you're trying to shill a shit
coin right now aren't you no no no i was i'm in it but like i saw you liking their tweets and
shit i saw y'all but it's a shit one uh it's on soul it's token i mean if you consider all token
shit coins i guess it's more of a cult but yeah wait a second are you gonna suggest to me that some
spl ticker i've never heard of is all you've never heard of cabal it's a it's above the
shit coin layer already you're like oh it's not really a shit coin it's a call this is a movement
this spl token was probably minted 18 hours ago it was minted a week ago bro a week before people are
no i'm not in this i'm not even trying to hate on it cabal is a good ticker if i would have been
sitting there and seen it i would have aped it i haven't heard of that one but it's a week old
uh i don't think so not for me for me to ape a week old one it's got to be a special situation
i like to get rugged on like three minute old contracts well can i we're all in the eyes by
chad uh kind of cabal can i can i show you the art i'll pin the art for you that they did recently
the comic it was pretty cool yeah dude i love shitters let's see all right like what's the best
the single best normie onboarding tool in crypto is fucking shit coins bro like come on it's it's
insane to think otherwise because remember remember how dumb we were when we first came in where i was
like well well bitcoin is at 46 000 uh well dodge coins that one cent maybe he can get in select 12 000.
and you know we weren't looking at market caps or any fucking thing like that i wish i knew about
fucking market cap when i last stood in the shivido and said like i was like what the
fuck what happened how did i make 150 000 of shivido and only made five thousand dollars of
fucking dogecoin what's going on
yeah but at the same time like okay hopefully this makes sense but market cap's fucking meaningless
when you're talking about this stuff anyways because it's not like it exists to serve any form of
purpose so the only reason you need to care about market cap instead of the number of zeros like
you did when you first came in is because now all the other idiots care about market cap and all you're
trying to do is buy something dumb and sell it to a bigger idiot later with dogecoin or you're super
smart and you're like well this thing's gonna go up forever because normies like it and it's the only
crypto elon's ever fucking talked about but if you subscribe to that belief then you should also know
market cap doesn't matter so i mean it's like we create these irrelevant metrics like what is doge
it's it's underpriced it's the value billion market cap but it's overpriced at a 20 billion market what
the fuck it's one percent of the supply if i see one percent people holding the supply and it's at
a hundred million mark cap that's a big difference compared to someone holding one percent at
like one million mark cap you know what i mean so like i'm seeing these percentages of
holders now that's a different thing now you're talking about concentration of holders yeah of
course i care about that if one guy holds 40 of a token you know fuck it i'm not touching it but
these are now all different things so in an irrelevant like meme coin that's invisible does nothing
produces nothing like i'm just saying market cap is only a relevant metric to the extent all the
people that you're competing against to race for the exits first think it's a relevant metric it's not
this isn't like a bottom-up discounted cash flow analysis where you can like evaluate the market
price for something against what they produce and what they'll be worth over a long time no
market cap matters but it only matters because everybody's like oh what's the market cap what's
too high for this coin what's too low for this point it's bro it's all a psyop none of these things
do anything with memes you're literally just looking for the narratives thinking about what other people
care about what's going to make them buy first what's going to make them sell first and try
and do it first like i think with doge it's like how much social attention is going to get is it going
to come back is elon going to tweet is your aunt going to text you about it not market cap but yeah
whatever to each his own dude my bar brother my barber texted me today and asked if one of his
customers can call me and onboard them dude we're so back that happened today
bro sell them our bags this is it yeah it's just like uh like a public call channel but it's your
barber's friends and yeah buy this shitter yeah we're selling into it let's go
but that's such a good sign though like okay like people are starting to you know maybe i got to
start looking on google trends again don't sleep on the google trends search bro this is funny actually
because my old landlord in portugal he's like a 50 year old portuguese guy he's pretty based um
he's not my landlord anymore but he uh comes over and gets weed off me and yeah he's like this old
guy and he serves and like he likes to smoke joints here and there like once a month he'll come get weed
but uh he knows i'm a crypto guy i'm always on the computer and in cell mode when he comes over
and uh he's always asking me for crypto tips and i didn't feel comfortable giving him any tips
and he's he's pretty rich like you know for a portuguese guy too like he's driving a really
nice suv owns a couple apartments like he worked for a company that went public on the nasdaq and
he worked there for like 30 years so um he did well and so he's like always asking me for which crypto
to buy and he's pure normie right and i wouldn't tell him shit and he wants riskier stuff that's how
you know it's a bull market i'm like bro just buy bitcoin i just kept telling him to buy bitcoin
it was under 20 000 euros i forget like this would have been in like april or something and uh
yeah then i'm like dude i don't feel comfortable telling you to buy any of this
shit the only one i feel comfortable telling you to buy is bitcoin and don't be impatient
and just see what happens and then the next time he comes and gets weed uh bitcoin was down like this
is why i don't like doing this bitcoin was down i don't know fucking 10 15 whatever it is and he's
like oh i put 30 000 euros into bitcoin like when's it gonna go up and i'm like bro anyways he held it
so he should be pretty happy now um yeah but that's a good sign bro and normie start asking you about
crypto i got added to a scam crypto group on whatsapp yesterday when that starts happening that's a good
sign too like a crypto expert like discussion or whatever
yeah i'm seeing nothing but ads for fucking nfts now and mints like like bullshit mints on x
promoted drainer links bro let's go okay we're getting to that time we're gonna have to wrap it up soon
yeah when you want to hear pressing let's go oh no i was just gonna say when you hear people grinding on
the discord again that's when you know we're back bro when i'm grinding i'm literally grinding in the
monad discord to i don't even know to what end i don't even have a wait you have all access yeah dude
i think i'm in i mean i'm not in the waiting room anymore but it's just like not that many channels
right oh there's enough like okay there's like an nft one and a gaming one and like no it's like a
normal discord okay all right all right you got in you got it bro i got in in a couple minutes bro
that's why maybe if they're based they actually know who i am and they're like okay we like the
base guys so let's be nice to coop but uh no it's like an yeah they got a they got a nad global they
call the fans nads this is another thing like monad nad and everyone's like i'm a nad so they have nad
global and they have like a one for every country yeah it's a pretty normal discord there's not a like
like a nad yeah like a nad like like my nads like oh my god my nads that's what i mean they're
base bro this is like the nomenclature they've created like their their fans are nads or their
users or whoever like everyone's like oh yeah like i'm the number one nad like we're nads
and yeah that's a slur for balls last time i checked but that's cool yeah it is and that's why these guys
get it bro we might need an emergency space or something blow up the telly the tg whenever that
test net comes out motherfucker you better let me know and i will let you know because i you're on
the other side of the world and i'm on this side of the world you know text you while you're sleeping
whatever so we we just need to know when that test net comes out this is what we're gonna do i'm gonna
stay really close to all the information and i'm gonna use my like yeah d tier position of influence
in the space and platform to just blow up all their announcements and hold fucking spaces and
do whatever they're gonna have to notice me bro you just come in there sit on stage co-host
we'll drop some knowledge on them we'll say some bullshit about how we understand or like we're
super bullish on their cultural understanding and approach it'll all be true but we'll like
butter it up so that they think that we love them and shit i know how to do this bro we're
gonna get attention from them and then we're gonna get in and we're gonna be the first monad
influencers the top nads let's go that's the plan yeah buy the first like nad nfts on there or whatever
yeah yeah and i think these guys they weren't you're gonna put their nads on jp morgan and um
goldman sachs i think these guys are from so do you know how much sense that makes to me especially
after my experience in crypto like the last couple years i've been in crypto for a long time but like
like the last year i spent it a year and a half i was working at an nft five protocol and uh i did
a lot of the corporate side of crypto and nft five is full of like absolutely genius bankers oh excuse
me i'm hiccuping sorry um it's full of like these genius bankers from all over the place hedge funds
fucking big banks in the states um so you get these guys and it's funny because i used to work
around a lot of these guys like i worked in you know one of the world's biggest asset managers for
like 10 years um but right the people in those fields usually financial geniuses kind of usually
hate crypto because they're a little older like you know like 30s plus maybe on average lots of guys in
their 20s now coming from banking into crypto early but here's the thing what am i trying to
say nft five start meeting guys that are like absolute geniuses like some of the guys i've met
in banks but usually smarter on average but everybody's pretty based dude i've met so many people
that are like running important protocols building this like financial infrastructure of the future
and they love like people like autistic memes like my ladies you know what i mean it's weird and so
yeah you got the top big brain finance wizards vc boys all these guys come together tech guys and
they create monad and they share this like kind of based view right i don't know it's weird does it
make sense what i'm saying like i've seen a lot of guys that are big yeah yeah i know what you mean
it's like mark andreessen like type like they're not the bank he's not the banking guy he's more of the
vc guy but those guys are like you see what their pfps are they're not i don't even think mark
andreessen has a regular pfp that's all i think that's what you're trying to say though bro like
they're like us right like that's what i mean like you know matthew graham he's like the the ceo and
founder of sino like the vc and he's bro he's based like early stage investor and everything important
in crypto like mover shaker times 100 and he's shit posting like some of his tweets look like i wrote
him that's what i mean it's kind of like whereas in the bank like i'd have to go in in a suit and
tie and shave like especially the first five ten years like working on bay street it's like
fucking wall street you're basically wearing a costume you can't go in and like i don't know
hit post or whatever you know what i mean and then in crypto it's actually like you can you can kind
of do your thing and like i don't know it's cool so i like i really like when i see these big
important like products tech infrastructure come out and like yeah they're fucking meme lords like
us bro like it's cool okay last last thing to look at before i let you go uh is look at terahertz
capital what is it terahertz i gotta do a little list here that's pretty funny we need to list when
you come through bro because you've given us lots of alpha you need to make the list i think it's
something about i don't know this first credit something on solana i don't know all i know is
that that's what i was just texted uh dm'd to look at so oh that's early alpha yeah i was dm'd
while i was on this stage i don't have no idea
okay you can't get earlier alpha than that this is pretty good um what do you think boot any closing
thoughts we got to infiltrate monad that's all i'm thinking about i've been looking at these puppets
that went down the rabbit holes they're so cool i saw them in the timeline today but i didn't go into
it now i really want one like they're super based i don't know i feel like this could run because it
just looks so cool so that's where my attention is um but like what is it now like 0.209 0.02
whatever i can't do the math it was a it was a free mint yeah it's like i think they're almost a
thousand bucks bro so keep that in mind yeah i am keeping that in mind i'm trying to bridge across
now but i really want one because these puppets look cool um but yeah we've got to infiltrate monad
i want to learn more about it i'm actually going to research it this weekend so i can can talk about
it and have an opinion on it but yeah i know that's important i could do more research on dim
um but yeah i'm kind of like looking forward to like what's going to come out next week because
we i think we're in between narratives like i said it the other day kind of there's like a bit of uh
wind going out of the sails so like i feel like a lot of shit's going to happen over the weekend and
we back on like into new shit next week um but yeah let's see how that goes bullish yeah i feel like
you're right it feels like we're like coming down the crest of the last narrative and we're like
yeah there's gonna be something right it's never a week in crypto without some new thing that
surprises you so it's coming we don't know what it is hopefully it's weird and hopefully it makes us
money and hopefully we see it and we talk about it early and invest in it appropriately okay thank you
everybody for coming speakers awesome delis love having you here bro i know it's late for you
mega alpha everybody here should follow this guy it's no joke he's been giving me alpha for at least
like a year okay uh we'll see you next week man monday to friday 10 a.m utc enjoy your weekend
