Projects
![]()
No projects found
Investors
New
DAO Treasuries
DATs
Lend / Borrow APRs
Chains
Categories
Spaces
NFTs
Recorded: Aug. 17, 2025 Duration: 2:13:36Space Recording
Short Summary
In a dynamic discussion, key players in the NFT space, including Azuki and MiBits, highlighted significant partnerships, project launches, and growth strategies aimed at integrating traditional markets with blockchain technology. The establishment of Studio Azuki and collaborations with luxury brands signal a trend towards mainstream adoption, while innovative gaming platforms promise to reshape user engagement in the NFT ecosystem.
Full Transcription
Thank you. OMG, GM, GM, I thought I saw a whale sighting
Goodness gracious alive
I'm here off the coast
Alpha DJ and I currently also see
A whale sighting there in the audience sir
I believe he's coming up to the top
Oh my god he's coming up for air
Let's go
So while we pack the room While we like and retweet the room
let's just get some hey y'all man get some good vibes going man this is sunday man this is sunday
fun day right we're talking about nfts and the one and only i think i see the one and only
zagabon here we gotta have some strong vibes in here today bro if you don't have strong vibes
this is not the place for you let's go baby we're talking about nfts Oh! Don't try! Don't try again!
Cause the power of the world is giving me right now!
Oh! Oh! Oh! Hey, uh, I think we got it.
Oh, I think we got it.
Cause nothing's ever nothing without nothing at all.
Am I rugged? we got it cause nothing's ever nothing without nothing at all oh oh oh am i rugged
hey my god please please am i rugged or did he is he silent right now we hear you we hear you yeah
i just i had to keep it going i didn't know what happened the music stopped we got guests in the house you know what i'm saying the show's about to be lit today azuki's here tons of stuff going
on in the ecosystem mfts are inevitable tell them loki indeed bro indeed that's the spirit yeah we we lost we lost alpha but gmg and everybody guys
uh i'm sending links everywhere um alpha alpha way
hey loki if you want to co-host me for a second, I'll invite our special guest, Zagabond, Dem, and everybody from Zuki, and then I'll step down as co-host so you can co-host Zach.
I think I'm back. Can you hear me, Loki?
Yeah, yeah.
I think we got him. Oh, I think we got him. If he ain't back, it ain't nothing at all.
I know, right? Man, get ready to have a blast today, man.
It seems like everybody's in a good mood.
Whether we got green candles or red candles, it don't matter.
We got NFTs, and that's all that matters at the end of the day.
We got a star-studded cast coming up in speakers.
So, hey, man, sit back, relax, get your cappuccino or whatever it is you do,
and get ready to hear some alpha and have some fun
on the nft space with loki thanks alpha yeah so let's uh let's wait a couple of minutes more and
then we start diving to azuki but yeah let's let's also start saying hi toambo and them, guys. Thanks for coming. How's your morning?
Good morning, guys.
Just keeping it low-key.
You feel me?
Yes, yes.
Thanks for having me, guys.
Excited to chat.
Thanks for coming, man.
It was a pleasure to have you.
Yeah, absolutely.
I mean, it's been a year.
We are fighting a Zuki every Sunday, and we are missing somebody from the team that can finally come here and tell us why Azuki is bad.
Oh, I thought we wanted to fight Azuki. We were here to fight Azuki today.
You're cool, You're cool.
That means fight, unite, dominate.
Yo, let's go.
I like that, yo.
Fight, unite, dominate.
Let's fucking go.
We need that in this ecosystem.
You know what I'm saying?
The time for separation and divide is gone.
Yo, guys. Quick recap of the week
We got a dump
In our precious coins
Our NFT is pretty much held the line
So nothing changes
Moonbirds
I'm getting tired of saying that
Every week Moonbirds is going up. Congrats to everybody that is riding the wave.
You see the V1 punks?
No, what happened?
punks party and Matt and John
pretended like Nakamigos were
the V0 punks, the actual V1
punks which Larva Labs actually created
started pumping for real because
people realized that that was actually
the first thing by Larva
so I thought that that was funny
but like they
ran from like 2 ETH to like 4 ETH
in a span of a week
oh nice, oh nice
I didn't see that it didn't show up on my on my blur
it was too good yeah today i see nakami goes up again a little bit i want i want and on here
finally i'm i bought a lot of nakamigos so i need him to shield my bags. Nakamigos, they consolidated as the player of the cycle.
Did you get a hoodie?
These are my bags, talking. But yeah, guys, okay. So let's not waste further time for our guests.
Incredible week for Azzuki. Thanks Cairo for pinning. First announcement. Azzuki is now part of the institutional conversation that every Sunday here I'm preaching. they haven't bought yet right then you guys will clarify anime and then of
Incredible week for Atsuki.
course the big big collab the and the incredible guys the incredible the
incredible trailer that video is amazing just I don't know how to describe it so
anybody has more question okay I will start will start. I want to know, I want to know, like, if you guys can share a little bit, how a collaboration like that, what's the project? How did it happen? Because I read the community was heavily involved and that's massive. That's really great to have a community, to have holders.
They are involved with our brands.
So yeah, that's my question, guys.
If you can, please share some insight.
Yeah, so if you haven't seen it yet,
Azuki collabed with a high-end luxury independent wash brand called Moser.
They're a Swiss watch brand. They only
produce one to 3,000 pieces a year. And for context, Rolex does over a million, right? So
these are super small, very exclusive, very, very hard to get time pieces. And this collab came
together because there's a legend in the Zuki community his name is um andy zang
and i met him a few years back um he he bought him to azuki's he really liked um just how how
we cared so much uh so much about our craftsmanship with all of our drops all of our
collabs that we've done up until that point. And he was a huge watch collector. And in chatting with him,
he was like, yo, there's a brand called
Moser. Would love for you to meet the two
brothers that are
leading this brand.
And we connected right away.
with Moser,
they're at the top of their game
when it comes to watchmaking, but
they don't take themselves too seriously, which I like.
And, you know, luxury isn't all about like,
oh, you know, these are the high-end materials.
It's made from Switzerland, you know, all this uptight BS.
But they were like, hey, let's do something dope.
Let's combine your Ozuki world.
Let's combine some anime elements,
and let's create something that the watch world hasn't really seen before.
And I think there's so many parallels to NFT collecting and watch collecting,
because the community matters so much in both worlds. We look for grail pieces, for grail NFTs.
It's scarce. The ownership aspect of it really matters and so
like the more we thought about it the more like this this makes total sense no one in the web3
space has done something of this caliber in terms of collabs there's products that have collabed
with like you know lower tier wash brands and stuff like that and stuff like that doesn't get
me too excited.
I want to show the rest of the world that Web3 is capable of making dope stuff,
that we have taste.
We're not just some like fucking nerds in a room like trading and, you know,
like we don't have style at all.
So I'm like, I think it's on the beauty.
It's on this team to actually elevate the space and show what's possible here.
So we went into this collab knowing that not everyone would get it,
especially people from Web3, right?
Because they're not used to seeing this stuff.
But I'm really happy with how it turned out.
There's been a lot of interest in it, way more than we expected.
So we're going to have to do a really tight process of allocating these pieces.
But, you know, obviously we're going to look out for the Zuki community first.
But yeah, in terms of the animation and, you know, everything, I've been really, really proud of the team and, you know, really excited to be working with Moser throughout all this.
Thanks, Zaga's that's amazing and
So guys we are not going to do a giveaway
I watch giveaway for the space so bear with us unless Zaga changed mind
He wants to give but first I mean
The the host needs to receive one first.
You guys can wait.
But yeah, I also want to know, when did this conversation start?
Like, how long did it take? This happened like a couple years ago at this point.
So it's been a long time in the making.
Yeah, so the first conversation happened probably a couple years ago.
And yeah, so we've been sitting on this one for a while.
But these things take a long time to cook.
You know, like the dials take a long time to produce.
Fitting into, you know, Moser's like drop calendar.
You just got to be patient with it.
But yeah, I'm proud to finally have this
out there thanks again i'm low go with your question i really liked the watches and i thought
that was really cool i noticed you also had some very funny clap back to wizard of soho on the
timeline so definitely props to that. Just having fun.
And then I saw he ended up buying Izuki after.
So clearly he did something right.
Yeah, I mean, I think just having more fun in the timeline.
Like, I'm not taking anything too serious, you know?
Like, yeah.
And haters will buy and sell things like it's all it's all part of the fun.
Taters will buy and sell things.
Like, it's all part of the fun.
Definitely making your biggest haters and motivators is is something that's that's that's definitely welcome.
And if you can twist those those photos around to from fear, uncertainty and doubt to being on the team, bro, that I got to tip my hat to you.
I don't care what your name is. No, I'm just kidding.
Zach Abon, it's a pleasure to have you here, man.
That watch thing is phenomenal.
Much continued success.
I got a question. I hope
Loki don't mind because I know
he's having a bromance moment right now,
but hopefully he'll take his gerital.
Let me ask this question.
What do you see going forward?
It's hard.
In Web3, we always want things to keep being delivered.
And the watch thing is huge. But in terms of maybe two, five and ten, what do you see for for Azuki?
I mean, I know anime thing is awesome and I want to see it as a household thing because my kids love anime.
I'm going to whisper that because if they hear me,
they're going to try to come in here and get on the phone.
But what do you see two,
five and 10 for, for a Zuki?
Two,
five and 10.
That's a good one.
I might steal that one.
What I'm excited about in the near term is actually uniting the,
the Zuki and the anime uh holder base and
kind of reinvigorate that energy that icazo energy that people fell in love with in the beginning
um and i feel like from a content and a marketing perspective um we haven't done the best in terms
of bringing that energy right and i think um yeah this next phase like i want
to really really make sure that the branding the content the marketing is going to hit it's going
to overlap with azuki and anime because azuki is really it's about dope shit only right it's about
the garden it's about um this this universe that we're creating together. And anime coin is the currency
that we're all using to elevate each other
in this internet civilization that we're creating.
It's magic internet money.
We should be having fun with it.
And I think it's been a bit too serious
on the anime coin side.
And so I want to bring that energy back and just have fun with it.
And we have a lot of longer-term cooks that we're developing,
like anime.com, for example.
That's going to be a major, major platform
that the entire anime fan base will use,
a billion anime fans in the world.
And we want that to be the
platform for these fans um and that's something that we're we're gonna work on piece by piece
it's not something that's like short term and it's gonna hit you know any time in the near future
it's like a steady sort of process um but at the same time we have anime coin out right now we have
azuki we have more uh product collaboration we have moreCoin out right now. We have Azuki. We have more product collaborations.
We have more drops coming for Azuki.
And I just want to make sure Azuki holders and AnimeCoin holders win.
And the way we do that is by really making sure that these communities are in lockstep.
So that's my goal in the short term.
And I think it's going to be really exciting.
Definitely, 100%.
I did hear big zook energy coming
back to the timeline that's one thing that uh when i was a part of the garden i definitely
did see and it was prevalent and uh shit you might have just won my vote back over again so
when i was when i was you said i? I got to get back in the garden, right?
Yeah, and we're seeing people come back every day.
There's new holders and there's some OGs that are coming back.
But through it all, we've had a core holder base that's been with us since the beginning.
And those are the communities that I think will really go on a tear once NFTs, PFT communities start taking off again.
Because I think what people are finding is like, you know, you can trade meme coins,
you can join these sort of term communities, but like that doesn't have like lasting culture.
And Loki, I know you talk about this all the time and I totally agree with you.
Like NFTs are the best to create culture and have sticky communities.
And I think in this next wave we'll we'll get a bunch
of um new holders but then the foundation is so solid um that you know i think it's just really
going to be shocking to a lot of people go ahead loki i saw you on mute no yeah i'm playing with the soundboard. But yeah, that's what I was saying.
Absolutely, that's the way.
In terms of expansion and bringing back the vibes you guys mentioned, especially now you have anime, you are spread with so many products.
I'm wondering, you guys have started or you already have an Asian division.
We often talk about this.
We often have the Pudgy Asia team here.
We had last week Klaino.
They just announced their Asian division.
I'm curious how Azuki moves on that.
Yeah, I think we have a lot of Asian holders just because I think Azuki,
we're all Asian on the team pretty much.
There's a couple exceptions.
I think you guys know who they are.
But they are honorary Asians.
That's awesome.
I'll take it.
Yeah.
I made it, Mom!
Yeah, so we have a team in Japan, right?
Because we're obviously building towards the anime industry.
And whenever we're doing activation in Asia,
those always go super hard.
I think for us, it's less about quantity and more about quality.
So when we do show up,
you know it's going to be a good time and you're gonna experience
something special can i can i speak to that though because i like i've been a lot i've been doing
this a lot with in terms of like the garden tour and like last year we did 12 parties around 12
different countries and you know we've we've really consolidated the local communities and
like i respect the hell out of pudgy for like hiring a team to like get excitement for them in Asia.
We've always had the organic excitement.
So like if you look at Zuki Philippines, they're organizing a party, an event.
They're always organizing Zuki Singapore, Zuki Korea, Zuki Japan.
Like obviously we support these communities a lot and like we get them the resources that they need and they want.
But we don't need to hire people because our community in Asia is like really, really passionate.
So it's more about like enabling the local community than like essentially hiring a team, which I respect that they do, but we're just going to keep
supporting our local communities in the APAC region because they're really strong.
Understood. Thanks, Dem. Thanks, Zaga, for clarifying this.
So if you're in Asia, you're not going to get hired by Azzuki, guys.
Let's go to the questions.
But yeah, as always, remember, we are not doing any Azzuki MA.
So if you have a general question, let's create a conversation about NFTs.
Let's do it.
I think Anon, then Sanza, then sansa demaka anon my naka welcome
yo gmg gmgmigo um no zagabond uh first off appreciate you uh taking the time to hang out
with us uh on a sunday um i know that you guys are grinding really hard. I've had the pleasure of attending, you know,
an Izuki event before, the one in Vegas. And I've been to a lot of NFT events over the years.
That by far was one of the most like, just in tune, like experiences like it really was,
everything was well organized you felt vip by
putting that bracelet on the garden really came together all weekend and you know there were
a ton of different activations from the pool party to hakusan and everything in between
and it was just it was a great time and even though i wasn't an azuki holder that weekend like
i i felt like i was a part of the garden.
And so one thing I heard you say at the beginning was you're proud.
And I wish we had more founders that really like just were in tune with their own emotions to be proud of what they've accomplished in five years or four years, whatever it's been.
Because I've seen, you know, a fair amount of them be crashing out in the bear or as we start a new cycle.
And they, you know, everyone has an excuse for why their project didn't make it.
But, you know, you guys have definitely faced some adversity here and there,
but you just keep on pushing very consistently, very methodically, and you see the vision.
And so for that, like, I'm just grateful that you're a part of the NFT space
and that Azuki is one of the lead projects.
Thank you, man.
I appreciate that.
And I'm glad you had a good time at the event.
And yeah, I think it takes some perspective
to see what you just said.
And I also think that more founders
should kind of take a step back and be proud of what they've done.
I think it's just tough, though, because like you're like in this space, everything is so short term focused and the feedback you're getting from the community is very short term focused that it's it's easy to get discouraged.
And like you're only as good as your last um uh move and if it wasn't good then you
know there's going to be a lot of fun a lot of negativity and if you don't have a long-term
vision to anchor to then this space will just eat you up alive and i've seen some really talented
founders um kind of fall into that trap of not having a vision and just going like hey i just
want to fucking go hard right now for the next, you know, whatever, uh, you know, however many months, um, cause I just enjoy this meta,
but you know, every short term meta ends. And then once the price goes down, what are you left
with if you don't have a vision? And so then the space just like, uh, chews up and spits out,
you know, people like that. And, you know, like a lot of these founders are are really young too and i'm fortunate
to have um you know had a had a four-year run in the d5 space before i started azuki and learned a
lot from that um and you know longevity and sustainability and honestly just not not blowing
up and crashing out is probably one of the most important um you know parts um you know about a team and and uh about a founder so but yeah we're
gonna keep it going and um because we have a we have a long-term vision for the azuki brand um
and for anime coin and um that that makes all of the short-term kind of turbulence a lot more
tolerable i don't i don't know who started this i don't know if it was Zagabon that started or I started it,
but I'm Spanish.
I'm on a variation, apparently, but I'm Spanish.
I'm maybe the more passionate one in the team.
We started telling each other,
I think you started at Zagabon,
just whenever I get really in my head,
he's like, ball up top.
I don't play basketball, but I don't know what that...
It means ball up top, let's go again.
Let's do it again, so that's been
a good mantra when shit gets hard
Well, I'd like to say I'm
Indian and African American, but I'm an honorary
Asian, thank you for coming to my
Asian show, now, the
next hand, I think we went to Sansa and
Machiavelli and Ilan
Go ahead, Sansa
Hey, um
First time Okay, first of all rude loki uh second of all i appreciate the
invite as one of the um you know pre pre-show invite of course as one of the loudest uh zuki
holders out there on the timeline the last two years. I appreciate you totally putting me on the infographic as well.
I, you know,
I don't see myself there. You said I'm in there,
so I'm going to go ahead and trust you.
You're a penguin. I hear the trustworthy,
so it makes sense.
It makes sense.
I got a list. I got a list of things to go through.
I didn't want to lose
my train of thought too much, so
I'm going to check through my list here because I'm nervous, man.
You know, this is my first time on Spaces.
I've never spoken on Spaces before.
So I really appreciate you guys letting me up here.
Z, big fan of you.
I'm supposed to call you Zagadaddy.
But as a 35-year-old man, I don't know how I feel about that.
So I'm going to keep that to myself.
Oh, first item on the agenda.
First item on the agenda. Why the fuck
are you here with degenerates on a Sunday,
bro? Go get a smoothie
or make a baby. Whatever rocks your boat.
It doesn't have to be one or two. You can do both.
You can do both at the same time.
Second one, Dem is my favorite
Asian. Not really a question, just more of a
statement. I always knew
he was Asian deep down inside. Oh, just more of a statement. I always knew he was Asian deep
down inside. Oh, this one's my favorite one. This one's inspired by all the crypto Twitter people
out there. As a non-watch expert, I'm deeply upset by the watch collab, by the no-name brand.
It's a high luxurious brand that makes only a thousand dollars a thousand watches per year crazy work
Severely upset, uh mostly because i'm a poor. Uh, oh, oh and then my fourth one
I'm now announcing a new collection. I'm launching called the zuko. Uh, we will be also, uh
Launching a second lecture right after call uh beansies. Uh, and then and then finally finally the serious question the real question my concern
Oh, man, that was a mouthful. My daughter just walked in cuz she's nervous as shit look, um
You might have mentioned it but I need to double check cuz my memories, you know, I'm 35
My memories fading got two kids who test my boundaries every fucking day. Um
You mentioned earlier that we
This can be the biggest activation yet or the biggest collab yet
i don't remember the words so i'm paraphrasing here was that this or are we still awaiting that
just to kind of temper some expectations where are we at with that hey man i like your energy
you should try starting your own twitter space or something if you haven't thought about that yet yeah you'd be good on spaces santa um you call it like thanks guys my first time
speaking so i'll be looking into that bro's five espressos deep um so no this is not this is not
uh the big thing that is still yet to be announced.
This is a collab that's been in the works for a while,
but the big thing is still coming, guys.
We're still working on it.
Keep-
Keep- Keep-
Keep-
Keep-
Keep-
Keep-
Keep telling me you're a pig-
Hey, you know what, though?
I couldn't get to the mute button fast enough.
Hey, Sanza, hey, man, I think after your 10th espresso shot, bro,
we might have to put a muzzle on you.
Hey, man, you got to love this guy's energy, though.
Do not fade, Azuki.
I think you just heard it today.
It's a recording space.
Not financial advice, but definitely there's some more
to come um i think he said he did say that was his last question so we're gonna try to move
damn oh my god we're going to another live oh jesus christ oh oh i just found out that sansa
is an azuki holder i can't believe it i didn't know that the expresso shot was something to do with the Zuki. It all fucking makes sense now.
Woo! Listen, uh, guys, guys, thank y'all for coming to the show, but, like, I love what you guys are doing with the anime and the actual animations that you've produced.
When I saw the Elementals trailer, it really captivated, like, my mind of, like, what's possible for content from a Web3 project and stuff.
And we've seen episode one, we've seen episode two,
but when am I going to get a dump?
Like, when am I going to get 10 episodes deep?
You know what I'm saying?
30 minutes apiece, I'm fully immersed in the fucking garden,
we're ready to rock and roll.
That's my first question.
Then my second question is,
when are we going to see the garden come to life
in a place like the other side,
where we can all gather and, you know,
drink the espresso
socks and hear sounds that yell at everybody and stuff like that
a lot to unpack right there you might have knocked him off stage zagabon you still there
you don't have any any like asmr guys just whispering into the microphone. Oh, yeah.
Yeah.
So actually, there's like these anime accounts on Twitter
that just post like random anime clips and sakuga scenes,
and they get crazy engagement every time.
And once in a while, they'll just post the Elementals trailer.
Like today, one of the accounts just posted it
and it's going to get like insane engagement
every time it gets posted there's just thousands of comments going like which anime is this where
can i watch it and so like we know that this style and this premise for an anime is going to go
fucking hard um and the reality is it takes a long time to make a full length series or a feature film. And you have to have the right
connections, you have to have the right IP, and you have to know the right people in the industry
to actually make something like this happen. A few months ago, during Anime Expo, which was last
month, actually, we announced Studio Izuki. And it's our own anime studio. It's a joint venture with a couple of partners in Japan.
So we now have our own production pipeline to create our own anime and take on projects from
other people as well. And this has only happened because we've been working on the anthology series
and we've been meeting with creatives in Japan throughout this process,
and we were able to make this joint venture happen. The way that anime works is even if you
have money, if you just roll up to Japan with millions of dollars and say, hey, I want to make
an anime, here's my IP, they're going to look at it and be like well first i don't know who you are secondly like i
don't fuck with the ip so like just get out like there's no way we're making an anime um but if
they do like your ip and they do like you then they'll say okay well we'll start working on your
anime three years from now because we're we backed up. Because there's very, very limited animation resources right now.
There's a shortage of animators right now because there's so many anime projects in the works.
And so that's the reality, right?
That's why you see all these other anime NFT projects say, oh, we we're gonna make an anime and you know some of them um you know
might make one episode or uh you know like a 30 40 minute you know ova and it's great but if you
want to make a full-length series like you need to get ready for the long game which is what we've
been preparing for and so you know we've released a few anthology episodes we've been working with
some legendary creatives for episode three we're working with tanaka-san he was a key animator for akira which was one of the most iconic anime films of all time
he's coming back from retirement to work on azuki guys like this is major major that is amazing yo
that yo that puts a smile on my face man yeah and so you know it's gonna be it's gonna be crazy and
and then we're also building the foundation for us to be able to produce longer form anime.
And that's why we did Studio Zuki.
So that's all cooking, guys.
It's all cooking.
And we're also releasing, you know, more content.
Like, you know, the animation for the Moser collab, like I'm going to write a thread that highlights
like all of the details and the world building
that goes into it because everything is very,
very deeply thought out.
And it's not just like, oh, create something
that's cool looking to advertise the watch.
If you watch the animation, like you see more parts
of each elemental domain, right?
Like everything adheres to the lore and nothing is,
is, is just like unintentional.
And so everything we do kind of builds on,
on this foundational lore.
And I think we're,
we're way ahead of any other project when it comes to this,
when it comes to character building, world building.
And so when longer comes to this, when it comes to character building, world building. Um, and so
when longer form content hits, people have like this robust world to dig into. Um, so that's all
coming out. Yep. Awesome sauce. Um, Mac, uh, I just couldn't, I couldn't get to you fast enough
cause you know, Dutchie told us all when you got a speaker that's really dropping some alpha,
you got to kind of slick stfu and let
them go ahead and go until they get finished just just messing around but yeah zagabon definitely
um man i i think ellen was up next and i saw sansa's hand come back up so ellen uh you had
some comments you wanted to jump in there with yeah man i think uh i mean i'm loving obviously what i'm
hearing as um as a die-hard sort of azuki fan and somebody who believes azuki red uh core community
forever i think um you know a lot of what we hear and what we talk about particularly in nfts right
is um what what's the team doing what what is you is, you know, what are they delivering, you know, for us?
And I think that Izuki has this, you know, this sort of mindset around blurring the lines between
team and community. Dem mentioned it earlier about, you know, the, the garden passport event
where they had a community led events sort of worldwide as demonstrable of this sort of
decentralization ethos that we're all living here.
So basically, I wanted to throw that on the table and stir it up a bit with Z and Dem
around, you know, how they see blurring the lines there between team and community, how they empower or seek to empower community, you know, not just examples from the past, but into the future.
I think this is such a linchpin in what and why we exist in this space and the sort of superpower of web three of course um and we don't see a ton
of people in this space or teams in this space that really blur the lines like azuki does
um you know because like uh like loki said it's like you live in asia you're not going to get
hired by azuki and it's like well that's not really the point here. The point is having a brand empower people to make moves on behalf of the brand, like having that trust from team to community that that community, right, can deliver dope shit only to the level that that, you know, Azuki has brought it thus far. So I wanted to sort of stir that up a little bit and see how the team members on stage
are thinking about that, and particularly
how to sort of solidify the organizational structure
of Azuki to sort of concretize that sort of team
community mixed effort in pushing this thing forward?
Yeah, I'll kick it off.
And I think since the beginning,
when we came out with the manifesto,
which is still on the website,
and I preached the initial vision for for zuki which is
um building a decentralized and open anime universe like how can we co-create a zuki together
and throughout the last almost four years now um we've we've done quite a lot of things alongside
the community um but the question is going forward what can we do to amplify that even further?
And that's where I want to lean on the community so that we can continue funding this vision.
And we have built a great foundation of the IP. We're working on a product roadmap
based off of this IP, because people always tell us all the time, like, oh, we want beans,
plushies, we want, you know, these collectible toys.
We want, and so, you know,
we have a lot of these cool things in the pipeline.
And once we get to a place where, you know,
we have sustainable revenue and growing revenue,
and, you know, the Azuki TCG is a phenomenal start.
It's gotten great feedback.
And, you know, we're producing, we're producing additional starter sets and scaling out that product.
Once we get to a place where there's momentum on the Web2 side with the IP,
then let's work together and figure out, like,
how can we continue co-creating together?
That doesn't mean, like,
we're not going to do anything
alongside the community in the meantime.
But I think that's the reality
of how to build a sustainable project
in this space.
And, you know, because anime
takes a lot of investment, right?
It takes a lot of resources right takes a lot of resources
um we've been uh very resourceful uh with the funding that we've received um and
i think yeah it just takes time right but that original vision still stands and hopefully you
know the community sees that um so we're going to continue experimenting there.
I'm going to lean more so on the community too, to, you know, get ideas.
But the priority from the team at the moment is like this IP has to grow.
It's got to resonate with Web2.
The fan base has to grow.
And then, you know, I think it's great to monetize and create products that, you know,
people want to pay money for.
I think in this space, we often mistake quality products with cash grabs.
And it's like, no, the reason why we collabed with Moser to do this watch drop
is because imagine a Web2 watch collector buying this watch,
seeing the PBT, standing it, going like,
oh, I've never had this experience with any other watch brand.
And Azuki is really sick. Oh, wow. I can actually immerse myself in this world through a PFP NFT.
I'm going to test this out. Wow. There's a community here that is really dope. And I can
collect more NFTs with, and I can kind of co-create this brand with that that is how you onboard um
you know really cool people uh and so that's the purpose of it and there's already like so much
demand for the watch that like you know like i want to prioritize zuki holders obviously but
that's like the kind of onboarding that um you know like i want to do and uh yeah so it's it's
it's definitely a process but i'm'm excited about this vision and how it'll
unfold.
Yeah, I think that's super clutch.
I mean, I think that largely people don't understand, you know, what it takes to deliver
these products and the, you know, the target audience, right?
Like the target audience at the moment is really small.
And so people sort of need to have a little bit of patience to proliferate the IP first.
And then they have a much broader market
so that if, particularly if somebody in the community goes,
oh man, we want beans plushies.
And you go, okay, create a guild
and Azuki will provide what we can provide
through this means of decentralization.
But you gotta have that demand pull through, I think.
And I think, obviously, the IP is such a clutch part of that,
or else you just continually sell to the community,
and then you do get that sort of extraction clackback,
even though this is what the community wants,
and even if the community themselves are building it. So thanks for that. Awesome stuff, man. Definitely. We're going to
go to Loki because he's got his hands up. You know, it's like a cheat. It's a cheat code because
he's the host. Right. But I want to say Loki definitely says that they won't hire you in Asia
only because they turned him down because his uh boomerang wasn't
the size of whales man but uh yeah loki go we'll go on over to you and uh then we'll get back to
the hands carol hey man you know who's the boomer here right no but a great point for that from
zaga so when when you say i'm boring and it resonates with my thesis of this cycle,
I'm talking about NFT cycle, where I don't see retail coming to buy our NFT bags.
Like, I simply don't understand how we can generate demand for the norm is for this limited digital collectible that they are
we could say overpriced or they're just not in their budget so when you create a luxury product
you are onboarding the right people for this current NFT model so yeah I'm curious if you
have the same vision where you don't see retail coming for NFTs, at least the cycle, but you see the institutional players, the elite coming.
And if you see in the future retail finally opening the door for a new model of NFTs.
for a new model of NFTs?
Well, if you look at why the last wave of NFT buyers
came in to the ecosystem back in 21, 22,
their primary motivation was to make money.
And if you look at this cycle
and the retail that's been onboarded,
it's the same thing.
Their primary motivation is to make money. And then the question becomes, what vehicle is the most efficient
and the most likely to make money? Well, meme coins and fungible tokens are a much better
vehicle to do that. And so when retail does come in, they're being onboarded through Phantom and PumpFun and NeemCoins, which are much easier trade.
And if they make money and they do get wealthy and they become more crypto native, I think then you see NFTs start to run a bit because they're just like, well, I'm sitting on a thousand ETH or 10,000 SOL.
What do I do with this now?
I guess I'll buy some NFTs and flex
because this is the community that I'm part of now so I think um it's unlikely to me that retail
will come in to like buy our bags but that's not really what makes me excited ultimately about NFTs
what I'm excited about is people onboarding um to NFT communities specifically because they really resonate with the vision
of that community.
And they want to participate and engage by holding these NFTs because it provides some
sort of value to them, whether it's a sense of belonging, whether it's some utility that
they're looking for, or they're a collector and they want to collect art.
Those are the things that i think um will uh you
know be exciting um so yeah it's unlikely we'll see another wave of like retail coming in just
to buy our bags that's my personal opinion i'm gonna jump in sorry oh sorry i'm gonna shut up
loki go for it um no yeah i i mean i agree i don't see retail buying this model, but in a future where we will have high supply and very cheap collectible, then I see product market fit for them. You talk about people making money, like the early adopters, they were lucky. They were at the right place at the right time to get a huge wealth effect.
And then of course, end of the cycle, they are going to flex.
But you don't see a little, at least a little percentage of people coming really for that digital identity
like the elite class recognizing some asset that now they have provenance we've seen
crypto punks having like daily volume oh yeah yeah yeah we'll see that with like
collections like you know punks for sure There'll be some like NFT treasury vehicles.
I mean, that's what, you know, GameSquare
is the publicly traded company
that spent $5 million on a CryptoPunk ape.
They're also the ones that are, you know,
acquiring anime coin on the open market as well.
And we're working with them
because they'll be
helping us with uh marketing and um breaking into the gaming industry um through you know phase
phase esports um yeah and the dallas cowboys things like that so i think we'll we'll see that
for sure and i think like traditional finance and crypto is starting to converge and um
it's like really you're seeing this like financialization in culture um you know
for better or for worse and um i think nfts as a way to flex and as a way to kind of show your identity.
Yeah, I think PFPs are great for that.
So I think Punks is obviously like the number one example of where I think they'll see most of that upside. are more built around the IP, we'll just have to continue to execute,
find our own new holders
through the execution of our IP and products.
Definitely that digital flex.
Loki, did you have anything else
before we went to the hands?
Because we're going to go to Kiro
and then we're going to go to Kiro.
And then we're going to try to hear from Illa the producer and Simple Pharma.
Okay.
Kiro, what do you got?
It's a party on a Sunday.
GameSquare is a name, right? Games.
They serve Epic, Riot, Sony, PlayStation, EA.
I'm going to pin to the top an announcement you made,
I think about eight months ago, about gaming.
Your first hyper casual gaming title
is going to feature the Beans IP.
And as of that date, it was slated to come out this year.
I understand the game process, not gonna rush your process, Zag and team. I'm excited for the Beans, my thesis.
They're the most marketable IP that hits all four quadrants that you can champion. As we saw the
Crunchyroll booth in Anime Expo LA featured Gus. I'm a big fan of Beans.
Can you give me an update?
Yes.
So, man, Beans, everyone tells me all the time.
Like, they mentioned they love Beans even more so than Izuki
because they're just so cute, right?
You can see the potential in it.
And so what I want to do is actually figure out a way
to combine both the Izuki and Beans together because Beans exist in the Izuki universe, right?
So it's almost like a sub-brand withinuki and, you know, a Beans next to each other.
That just really makes the IP come together and you go like, oh shit, like this is something unique.
I've never seen this before.
And so it's kind of like Despicable Me and then Minions, right?
Minions is actually like a much bigger IP really,
because it's so like monetizable and people just fall in love with like, you know, all the
characters. And I see the same potential with Beans for sure. So we're actually doing a lot
of branding exercises right now on ways to combine the two brands so that together it's an even more powerful brand. And in terms of that
hyper-casual game for Beams, we've been trying to figure out the right platform to launch it on
because it was originally designed to be a mobile game. But I think there's better ways to engage
the Web3 community if we launch it on Telegram, for example, you know,
we're looking into that. So, you know, the game's actually already finished. We just want to figure
out the right way to launch it. But I think with Beans, like, yeah, Beans in games, Beans in
collectibles, Beans merch, Beans keychain, mugs, everything, right? So that's all in the pipeline.
And yeah, and we've already already seen success with Beams.
A couple of years ago, we did a collab with Line Friends in Korea.
We took over their Gangnam store in Seoul.
And people loved that collab.
I think it's just been a lot of work to set up the anime production pipeline
and the Izuki IP.
But now we're in a good spot with that it's like all right let's let's kind of you know work on um you know
beans again and figure out the right way to to give this ip the love that it deserves i think
the potential is absolutely massive yeah sudo gen show was can i yap about sorry about game
square in a sec can i yap about about GameSquare for a second?
Yeah, you can. You're on the team, so you got a cheat sheet. Go ahead, then.
All right. We can talk about Gensho, too. GameSquare, I think, I don't understand why this is alpha, but I guess it is alpha.
They're now the agency of record for anime coin. They have a massive network in the $200 billion gaming industry.
And at the end of this deal, they're going to end up owning $5 billion of anime coins.
So they're going to have a massive incentive to put the coin everywhere that they can in terms of gaming,
everywhere that they can in terms of marketing activations.
Like, the network that that team has just with FaZe Clan, but everything else,
like, there couldn't be a better marketing agency in terms of, like,
making sure that everybody's aware that there's a token called anime out there and
People are fading it. Apparently they're like
2.5 million. I'm like no no the biggest thing is that you're gonna have a
Massive gaming marketing agency holding five million dollars of anime coin. What do you think they're gonna do that?
They want the coin to go up. They don't want the coin to go down. So that's what I'm excited about
Thank you. Thank you for that.
Oh, sorry about that.
Sorry.
Damn.
But what I want to hear from GameSquare or from you is the announcement of the Yadzuki NFT treasury from them.
When is it going to happen?
I can't confirm or deny.
I mean, they sold CryptoPunks, they fold ETH, and now they fold
AnimeCoin.
I mean, we'll see what happens next.
Sagabon,
I just wanted to put one last tailpin
on my insights
for your Beans universe.
Yasuda Gensho
is the
main director of your Izuki Shorts on social.
You mentioned in your Behind the Beans pinned tweet that this is a new director of your azuki shorts on social you mentioned in your behind the beans
pinned tweet that this is a new form of media that is not traditional and it is breaking the
the template that is anime do you see the potential to run with the success that is
your social anime content short form content above your long form which takes a
lot more in time terms of time and production absolutely yes and i want to like um like evolve
the the style of the shorts so that um it's even more culturally relevant it It has dope music and the style is more
dope.
We tested this first
run of shorts with
Yesuda Genshin. He's an absolute legend.
One of the biggest indie
animators in the industry.
But I think creatively,
we can do more to actually
make it feel even more Izuki
and be more of a consistent um you know
content strategy for us on socials because all those shorts that we post like they they get a
ton of engagement it obviously resonates with people who are watching it um i think we can do
even more with character building and world building uh these shorts. And yeah, so I think there's a lot of potential there for sure.
And then when longer form content hits,
there'll be a lot of fans of the IP that have came in through the short form
content and they'll be even more excited to watch the next anthology episode.
And, you know, some of the other things we're working on.
So, yeah, that's definitely a focus for us.
Thank you for your time, Loki, and proof of Alpha Zagabond.
My thesis is in one and a half years,
we're going to come back to this recording,
and we're going to celebrate the fact that Beans is going to have
a stop animation miniseries on Netflix.
That's the thesis.
All right, We'll see.
Hopefully, push as high as Zagabon.
And next up, we got a guy that I think he's a pretty good-sized anime person.
Illa the producer.
I've heard him mention before.
He's like one of the biggest fucking anime people in the world.
So just to give you the order, we're going to go Illa,
then we go to Simple Farmer, Machiavelli, JYP, and Sansa.
Illa, did you have anything to say about anime?
I'm just super fucking bullish on it.
I've been digging into Kaiju number eight.
Of course, there's a new one called...
Man, I don't want to butcher the name.
It's Gaichuku. I don't want to butcher the name is it's guy chuku guy
uh i don't want to butcher the name it's crazy it's about um this kid who comes from a sky city
and gets thrown down to a trash city and has to fight trash monsters fucking incredible um but
yeah i just want to give zagabon and the team their flowers man because people don't understand
it takes a lot to show up to this space every single day um people have a very short-term memory and it's pretty much it's
kind of insulting sometimes as much work as you put in for not only the community your own community
but for the entire space there's really five teams that are that stuck around in you know that could
have easily walked away like these founders could have easily walked away like these
founders could have easily walked away the teams could have easily walked away but they show up
every single day so i just wanted to make sure to give you guys your flowers man that ambush
partnership is still one of the flyest fucking things in the space period and the fact that you
guys are are are building your your your ip and putting it out there into the world of anime is is amazing
it does take a long time for things to stick but the more times that people see this ip and you
know and the more people that you have like you have people like whale that show up to the space
every day and it's like a fucking icon in the space he rocks in azuki so the more things like
that happen man i'm trying to tell you like there's no stopping these teams from from accelerating and and and placing their ip
up there at the top with the rest of them i appreciate appreciate you illa and shout out
to you guys too i mean you know apes have been around since the beginning you've been in this
space for a long time so i think at this point you know like we know who the ogs are who the
people that you know put their head down and and you, you know, do the work. So, uh, yeah, it means a lot,
man. Appreciate you. 100%. Simple Farmer, I think you were up next and then we go Macriveli,
JYP, Sansa, and MLO. Hey, GM guys, GM Loki, Kiro, Proof of Alpha. Hope you guys doing well.
Azuki team. Uh,'m OX Simple Farmer.
I'm head of Nefi now and development
at Ape Chain. My origins
are at Arbitrum 1 and Off-Chain Labs, though.
So, definitely
Azuki aligned, anime aligned.
As you guys may know,
anime as well as Ape Chain
are Arbitrum orbit chains, so we're
kind of same planets on the same solar
system. Arbitrum everywhere, baby! Arbitrum everywhere. So So we're kind of same planets in the same solar system.
Arbitrum everywhere, baby.
Arbitrum everywhere.
So I did want to just touch on Loki's thesis behind, you know,
behind retail and retail interest in NFTs.
I think this is where the interesting part
of tokens like anime, ape, and pengu comes in.
I think the tokens themselves
can serve as proxies for the larger
NFT community. And that way we can capture a lot of that speculative interest from retail,
right? So we would have essentially retail interest come in first on say anime coin or an ape coin.
And then as that interest integrates them within these communities and the orbit chains,
that expands to being interested in joining the larger, more luxury brands of the NFT collections in that IP.
So, yeah, and I think there's a lot of interesting ways to do this.
Just like an example, and I'm sure I'm a big fan of everything you guys are doing at Anime with the gaming and obviously the hints of the treasury company as well.
with the gaming and obviously the hints of the treasury company as well but like tomorrow for
example at uh at ape chain we have this on-chain activation built by the team where pretty much
users who who buy this this nft this ball nft have like a one in a hundred shot at winning a
board ape so then there's speculative interest linked to apepeCoin that is essentially driving interest towards the
Bored Ape Yacht Club NFT collection. And I think these type of activations within our
respective orbit chain is going to be something big for pushing interest to the more expensive
NFT communities. And that's why it becomes critical that the NFT communities themselves
are closely aligned with the tokens that they represent, because I think that's actually going to be like our strongest onboarding
tool,
especially short term that just that speculative interest behind the tokens
themselves.
And yeah,
I also want to say I'm a,
I'm a beans holder.
So big fans of you guys.
I got onboarded by Churro.
Who's the,
who runs the X account for Arbitran.
he's a Pengu and he got it.
He got me into beans last year.
So, shout out to you guys.
I love what you're doing.
Yeah, that's cool.
I'll look into everything you're talking about.
But, yeah.
Yeah, excited to have you in the community.
You got to tell Churro that he can't be supporting Pengu.
He's got to be supporting Arbitrum ecosystem, NFTs, man.
I've been trying to get him to change his PFP.
He's got a great bean, by the way.
Hey, yo.
We all got to bully Churro.
Everybody, go bully Churro to change
his PFP back to a bean. He can't
be rocking a penguin and also be on Arbitrum.
That's not right. Man, cross-pollination
is our biggest gift here, and
it works best for everybody.
I think
McAvely, hopefully he's calmed down. I think he might have caught some bean. I'm sorry. I didn't want to yell for everybody. I think Machiavelli, hopefully he's calmed down.
I think he might have caught some game.
I'm sorry.
I didn't want to yell at everybody.
I had too much espresso shot this morning.
I had too much espresso shot this morning.
But no, back to the gaming situation with you guys partnering with them and stuff like that.
And being an arbitrary chain like Ape Chain and the persistent other side opening up and going active.
What kind of railing can we expect the anime gaming to be on?
Will it be on anime on and straight crypto rails?
Or will they traditionally stick to get the Web 2 route that they have, you know, taking the gaming that direction?
Like, you know, because with Web 3 Gaming really kind of like getting its first start off and having those type of worlds persistent.
kind of like getting its first start off and having those type of worlds persistent like i can envision
a garden somewhere on the other side or on anime chain being active with the coin being utilized
like i'm wondering what the timeline looks for like that and what the plans are i mean illa you
know i love you thanks for the question maka uh illa you know i love you guys i would love to have
something on the other side for for azuki it's looking really good, the last few betas.
Gamesquare and the Anime Coin Foundation, they have a whole roadmap of announcements.
Everything's going to be deployed as quickly as possible within 2025, if possible, as part of the deal. So it's going to come in hot and heavy, but already you're going to see the next FaZe Clan jersey.
FaZe Clan is like the biggest esports clan out there.
It's going to have the anime coin logo on it.
So that's already going to keep it rolling.
But from there on, there's a bunch of other activations.
I mean, think of it as like, think of it as,
they're just going to be like trying to get this coin everywhere
because they hold a bunch of it, right?
So that's the beauty of it.
It's not even like an agency relationship.
It's more of like hey they're
basically saying like hey can we point this can we put this coin everywhere and we're like well
these are the things that make sense for the foundation these are the things that make sense
for azuki so they're very motivated to integrate anime coin into as many things as possible within
the network and um yeah all i can say it's going to be exciting and it's going to be a couple of
really big announcements within 2025 but the first one is yeah face clan jerseys so if you're faced
up uh i hope the new jersey uh comes in soon and we can all wear it i've been a face clan fan for
a long time so huge partnerships and you hear them today on nft space with loki uh do us a favor and
go down to the bottom right corner like and repost the space and let people know that you got some star studded speakers in here and alpha is being exposed right now i think we're
going to jyp sansa and emlo yo uh hey loki thanks for bringing me up and uh hi hi z hi dem thanks
for uh taking the time for this um I do have a couple of questions.
So I think from the...
Like back to the anime tokenomics, right?
You guys said that there's like the community cultivation and the domain expansion.
So under like the community cultivation, there is the anime DAO.
What's like the plan for the anime DAO. What's the plan for the anime DAO? Is it gonna be how we do Bobu proposals, but
instead of using Bobu to vote, we use anime coin to vote? Is it gonna be a separate platform where people can propose stuff and vote stuff and
is it going to be coming
in 2025 or 2026?
And does it also
tie in together with Anime
Studio where
if we can propose a certain
like for example
if we want to continue Steve G's
episodes for example, we want
to propose that and then maybe Studio Zuki will help to produce more continue Steve G's episodes, for example, we want to propose that,
and then maybe Studio Azuki will help to produce more
of Steve G's episodes using his Azuki or other Azukis
that we can license and stuff.
And also, that's the first question.
And the second question is,
for studio azuki would it be a plan to license azuki on the collector's profile like how
for Studio Azuki,
paji users overpass ip to license their pajis for like brands right so for example if like
there's like 10 shows up or like five shows planned for studio or Zuki and then would there be like
I'll use it I do like licensing on the collectors profile
Yeah, yeah, I gotta run to an appointment in in a minute here
But on the first point about the community cultivation and the Dow
I think we're taking a lot of notes from what has been working and hasn't been working in the space.
So we're still freaking that out.
I think the more important thing in the short term is to establish a core narrative for Andamicoin that links it to Izuki and that the rest of the space can really rally behind.
that the rest of the space can really rally behind.
That is the core thing.
That is the core thing.
Before we think about like, oh, how are we gonna,
you know, do smaller initiatives and things like that?
The core thing is that we have to be very good
with the narrative and marketing
and the rest of the space will really understand what this is.
So that's coming next.
And the second question around licensing for Azuki's.
Yeah, so we've done that with the anthology series already through the collector
profile. And so we've selected Azuki's to be featured in the first episode.
And I think we want to do that in future content as well. So yeah,
that'll, that'll definitely be coming, but yeah, appreciate you.
And we heard the bell just to just to throw this out there.
We heard the bell just to say, let's be respectful of Zagabon's time.
We know he's a busy guy.
He's given us a pleasure of coming out and answering some questions.
So let's try to keep our questions to one.
And our comment is limited to be respectful of his time.
Emlo, I think you were up next.
Yeah, I'm wondering also if there's potentially going to be like a trade like game square did with
um that guy for five million dollars worth of their equity for a punk i think that'd be cool
to get a spirit azuki or something into their collection yeah there's a spirit cowboy that
would be perfect actually um yeah so like maybe we'll do something in the future I think you'd be sick of the Iraq and Zuki PFE
but yeah yo guys I gotta run to an appointment
but this was great to chat
let's do this again soon
and if you haven't joined the garden yet
now is a great time
we would love to have you
a lot of things cooking
Loki appreciate you
and yeah see this again soon.
Thanks, Zagabon.
Go ahead, Loki.
Thanks, man.
Thanks.
Have a good day.
Yeah, Zuki is free right now.
So jump on it, guys.
I just wanted to say that
well is Zagabon's alt account.
You notice they never on stage
at the same time.
Yeah, makes sense makes sense okay
we are done with the ducama i mean i can still like talk about more general conversation having
a more general conversation and since we talk about institutional institutions i always want
to go there and finally i mean i already got I already got Garga, he posted on Twitter.
I already got Luca, he posted on Twitter.
They all have this thesis where it just makes sense.
NFTs are going to be, I mean, they already are the asset class for the elite.
And thanks to Tom Lee, thanks to Ethereum Strategy,
it's happening right now.
Wall Street is getting exposed to this.
I want to go to Sergito after confirmation from Zagamo,
that we just had.
Welcome on stage, Sergito, CEO of Mibit.
What do you think about this cycle?
What do you think about the institution buying our NFTs?
Is it happening?
Are we dreaming?
Well, first of all, thanks for having me.
I know we've been trying to connect on Sundays.
So I appreciate you, Loki, for making room for me.
Before coming to crypto four years ago, which was through nfts i spent 12 years working
at investment banks both at goldman sachs and barclays i was running the latin america sales
team there in barclays at the end of my of my banking career um i worked with a lot of institutions
both what we call in the space real money which are are like the long-only pension funds, insurance companies,
foundations, and then what we call fast money back then, or back, well, they still call them,
which is like hedge funds and more like, you know, short-term leverage players.
I think what NFTs and crypto overall remind me the most of is kind of like the emerging market
side of the world. Now, obviously,
you know, everybody here is probably aware of like, you know, the Nasdaq and the S&P 500,
the big MAG7 stocks and so on. But there are other investment universes out there,
like investment arenas that have closer characteristics to what we're seeing with crypto and NFTs
than your traditional stock market stuff.
And for me, that's EM.
And so what is EM?
It's like all the currencies and the bonds and the interest rate markets
for places like Mexico, my home country, Poland, Russia, Brazil, China, and so on.
Those are much smaller markets.
They are much smaller markets.
They are much more illiquid or less liquid, let's say it.
And they move more like news from one day to the next rather than the type of flows that we see like S&P and NASDAQ.
Now, why do I say all that before answering your question? Because I think having the right framework for what's going to happen in crypto this next 6 to 12 months is important.
Everybody here is already invested in a way, right?
If you have an NFT, if you have crypto, mean coin, whatever, I think a rising tide lifts all boats.
And we're definitely going to get a rising tide across the board, not just from institutions, but as the Fed prepares to ease monetary conditions.
And obviously, there's been a lot of talk from the current administration about potentially
having consumer stimulus to counteract the effects of the tariffs and so on.
We're going to get another wave of liquidity coming to the market.
Friend of mine, Raul Powell, has been talking about this and the banana zone for a while.
I think we definitely see that play out.
Now, everybody's going to make money
just by being here.
I think what I learned from the last cycle,
what a lot of us did is like,
it's really about when you take profits, right?
Because round tripping is just not fun at all.
And so I really think that looking at
kind of like those elements that went into 21 and really
seeing what's happening with those types of institutional flows, we saw that, I don't
want to get too technical, but for example, there was a couple of new indices that popped up for
emerging market bonds where institutions were forced buyers of that. They wanted to have beta
to the index.
And so they were forced to come in and just like they didn't really care.
That's kind of like what's happening with MicroStrategy.
Equity there at the beginning of the year where the convertibles were part of an index. And so that's why you see like big names that traditionally wouldn't buy those risky assets on a discretionary basis.
They do so because it's part of an index.
And we're going to get some of that, but I am not as bullish as just like,
you know, call it financial institutions really coming in
and wanting to hold these assets for too long.
Aren't we supposed to be decentralized though?
I don't know why everyone is like wanting all the institutions coming.
It's two things, right?
I mean, it's like you want to make money or do you want to play with the ethos i think for example if you look at ethereum right people talk so much shit about ethereum over the last three years
because the price performance of ether was not good even though the ef continued delivering on
the premises of decentralization and credibility neutral and censorship assistance versus a Solana
that is, you know, it's a little bit more centralized,
but the token was doing quite well.
So it's, I think a lot of like, as the industry grows,
you start getting a lot of different narratives
and whatever the meta is for the moment,
that's what takes over.
And I think that's how you get chopped up
and you like end up round tripping or losing money.
Then you really have to pick your lane.
What are you good at?
What's your view?
Really watch those flows.
What kind of money is coming in?
And have your targets if you're trying to trade this.
There's other people that just want to hold it for the long term.
That's more my perspective personally.
And that's a different story.
But I think for most people that want to trade things, you really need to have a plan.
There was no playbook going into 21 now you have a playbook this thing is going to be very cyclical just like it was last
time around um and i think it'll be a good opportunity to you know i don't think things
are going to go as crazy as they want in 21 but they're definitely going to have you're going to
have much clearer opportunities like for example we're talking about trading like moonbirds was
a really good opportunity i mean moonbirds didn't move for like two weeks after uh orange cap bought them and you had a lot of time to accumulate that
if you wanted to trade in for a potential you know trade and and so yeah the playbooks are there i i
don't think we need to rely on like institutions i think we can use them if you're trying to trade
and make money um but at some point as we saw every single time with, you know, if you read books from like the 2017 cycle, like Goldman Sachs was in here.
They were trying to do like a trading desk for crypto.
Same thing happened in 21.
They have like a crypto team.
And here we go again, JP Morgan changing their tune as to like whether crypto is good or bad.
They're just mercenaries.
You know, they're just, you know, looking for capital gains, just like the majority of spaces.
100 percent. I saw A9's hand fly up. A9, you wanted to speak to that?
Yeah, just real quick. Not that I totally disagree with what was just said,
but there's one thing I want to kind of like just touch on a little bit,
which is I get it. Luka is a prodigy.
Spencer has, you know, a similar mold as luca and has
been really successful with tcg um i don't want this to necessarily be just like something that
it's an automatic you know kind of buy signal um if someone new is taking over a dead project, right? Because most people are not
capable. And we're going to start to see a pattern of grifts, right? Of people that are like, well,
you know, we, we, we stirred up some, you know, some funds and, you know, we're going to take
this over. And, you know, it's, it's a new chapter it's a new era like that
only works so many times and you really do have to be competent right and i believe that the guys
that have led the way are competent but i don't want us to get caught in a like false mindset that
anyone you know should be given that like i would say anyone should be given that opportunity but that it it's not necessarily a guaranteed recipe for success
a lot of things that are dead right now should stay dead quite frankly because the ip either
wasn't strong enough um the the founders that you know were in place just screwed things up every, you know, way possible.
And some of those things I believe really should just, you know, stay, you know, stay in the ground.
I hate to be like so cynical, but it's just we don't want to kind of like inflate the space with a bunch of artificial bullshit that is only being pumped
because it's like, Oh, new founder, new founder. And then six months to a year from now, it's the
same thing all over again, because they weren't the guy, right? So like I said, Luca, Spencer
cut above the rest. I, you know, I can acknowledge that, but i just don't want it to be a pattern of everyone
thinking hey let's go pump the the old project with a new founder uh as the meta hey anon uh
of course i i agree with you but i think i mean we are forgetting that in the past
there have been some other project that they tried is. I mean, they've been acquired and nothing happened.
I forget Sergito because he's so fucking passionate about Mibits.
I have always thought of him as the founder besides Laravel Labs.
So that was when I left off.
Yeah, Sergito and Spencer are the exception exceptions.
Like Carafuru, Lazy Lions, and some others I even forget.
We totally forgot about them
because it just didn't work.
So I think, I mean,
of course, people are smart
in a certain way.
I don't want to say that,
but they can recognize
if somebody has some
successful history,
so they're going to bet
on this success. Well well i think part of it
is with the sergino right like because he's so passionate there was already kind of that
willingness for people to want to support him because he's demonstrated before he had any sort
of formal ties to the project that it was it was everything to him And so I think that's a pattern we should be looking out for.
And, you know, there may be one or two more that are, like,
in the process of having people in their communities
that have been there since day one that are passionate,
that do want to move in a position of leadership.
But let's make sure, right, that we're vetting well
as far as who we trust to take on that, you know, that role.
Yeah. right that we're vetting well as far as who we trust to take on that you know that role yeah i just wanted to jump back in thanks for the kind words uh anon um yeah that's precisely
to the point right like there is a playbook there's a lot back in 21 right if you just think
of like the meta was new mints.
And you kind of almost didn't know who was here trying to do good things and who wasn't.
And it was really easy to fool yourselves.
I think we all probably fell for one or two or 10 of those, right? And some people made a lot of money by accident almost.
But now you can see who's been here, who's been, you know, talking the talk, walking the walk.
And I think you also can align yourself a little bit better with like project directions.
Like, for example, I'll just talk real quick about Meavits.
You know, we're really working with Larval Labs IP.
And I think that is just something that sets Meavits apart.
And we're building a direction where we want to honor the legacy of Matt and John and build alongside punks and whatever might be coming next in the future from Labrador.
They're living artists.
You know, they're very creative.
And for us, that's a little bit different than maybe like the Pudgies who've done such a good job in like commercial IP and toys or the guys from Masuki that were just talking about, you know, Anime Coin and so on.
Like for me, what I've been passionate about is the fact that there's intrinsic value to the art these are the highest grossing artists in the history of the world uh there's been over
four billion dollars of secondary market sales through punks and autoglyphs punks and glyphs
are in major museums um I mean there's going to be a punks museum in Palo Alto opening up at the
end of the year the punks IP is owned by by one of the greatest VCs in the world.
And so being able to just elevate MiVets up to that discussion is what we're trying to accomplish here.
So we'll have fun functionality and utility along the way.
But for us, MiVets are art and part of that provenance.
And so just different, I think, just different, I think different types of approaches
and different types of things.
And it's going to be a really cool year,
I think, for everybody that's involved in NFTs.
Sergito, I met you at Licensing Expo in Las Vegas this year,
if I'm not mistaken.
It was a pleasure to meet you.
And if I'm mistaken, please forgive me.
I wanted to say, Anon,
I'm going to counter your um how to say pessimism
me bits was a dead project as far as i knew moon birds was a dead project post kevin rose ketamine
post cco they were revitalized by founders that know what to do with this ip who's the next great fossil
of the dinosaur era of nfts to be revitalized and breathe new life not for our bags but there's
room you look at saturday morning cartoons there's a new episode every 30 minutes and in between
those episodes there's commercials for new ip new toys
new products there's more than enough space it's not scarcity it is a wealth a cornucopia of ip
and we need only one like the pingu like azuki to res escape velocity in the words of luca
to usher in the rest so i celebrate all the dead IPs and I celebrate everybody who can deduce the quality founders that can adapt playbooks and business models of revenue to sustain the future of Web3 native IPs.
So real quick, just to respond, again, this isn't universal black and white either way.
universal black and white either way.
I want people, right, to be cautious of things
that are just kind of getting an exit pump
because they're bag holders, right?
And also there's new IPs.
There's not as many of them so far this cycle,
but there are new IPs deserving of, you know,
the space's attention.
Shout out Good Vibes Club.
Like, yes, I'm a bag holder.
Like, I love those guys.
I've met them in person.
I think that they have real, like, vision and experience in their area of expertise. And that's something right as far as like alignment between why we should believe like in what is being, you know, marketed or presented to us, I think that they have, you know, that kind of like, they have their
basis covered.
They have, you know, those checkpoints checked off.
And it's just, sometimes it's frustrating, not with Moonbirds or not with, you know,
me bits, but to hear murmuring that like, oh yeah, this is the next one that we're going
to do XYZ with from last cycle
and it's just because it's a liquidity game to them it's not uh hey we're really passionate
about this ip we really want to see this join the ranks of you know the elites it's we see an
opportunity to get in early make a flip front run all the action kind of artificially like
you know uh talk it up right
where people will believe like hey this is the next moonburns you know opportunity and it's
happening at the expense of those other projects that are both you know old and new that are more
deserving so you know it's just i want us to kind of mature from our mistakes from last cycle of trusting the wrong people and kind of get a better feel, right, for who really wants to build IP and build a business and a brand and who is just, you know, seeing this as, you know, a like get rich quick scheme.
and i think you're gonna have that right like it's it's to the point of our decentralization
unfortunately right anybody can come in it's good and bad um i think people have built
friendships people have built little like units teams crews whatever you want to call it you're
not navigating blind anymore i don't think anybody that's been here um so yeah i would
i would advise folks to you know extend a welcoming hand to those that are going to be on board over
the next year or so and try to do good i think in aggregate you know being a good participant is
good for everybody um and sometimes you know people think too short term but but yeah i agree with you like i think
like i love the vibes i love the good vibe clubs they're awesome dudes and like people tried to
pit us against them at the beginning because obviously their mint was like 0.07 and they did
super well and we were super excited we i hung out with them and listened for a while love those guys
love chris love ty love mo monkey love all of them um and
we're like no let's like we're 3d project let's build stuff together there's like plenty of green
field and i think that you know it's obviously fun to be tribal right apes penguins meabets you
know birds whatever but at the end of the day like it's like i don't know i started playing pickleball
also four years ago i remember how tennis players and all the people were like oh you guys are just
wasting court time or just like you know you're bullshit and so on and so like
while i was competitive with the people i was playing with that moment i realized like we were
such a small subset of the population that we really needed to band together and like you know
kind of like go out there and like spread the gospel of of pickleball um and and and i think
we can't forget that and so that's something that we try
to foster like when i see a drop from other collections i've bought the little pudgies
that accept two cards i've bought the merch from chimpers i've bought you pengu stuff like it's i
think it's important for everybody to build this together because if we grow the pie much bigger
then you know when those institutions do end up coming in, they're going to see that it's not just like a cesspool of PVP,
but really like a brand new internet with native IP,
people that are passionate about it,
kind of more like sports teams.
I made a tweet the other day.
I put out a tweet about like Formula One teams.
I remember being a Formula One fan back 20 years ago
when I first came to the States
and nobody really knew about Formula One. And then obviously Drive to Survive happened and now everybody's like a Formula One fan back 20 years ago when I first came to the States and nobody really knew about
Formula One. And then obviously Drive to Survive happened. And now everybody's like a Formula One
fan. And it's like awesome for me. Like, yeah, I, you know, I have my teams, I have my drivers,
but when I see somebody walking around with like an F1 hat, like they don't even have a team,
they have a freaking F1 hat. Who cares? You know, you're part of my tribe and hell yeah. Yeah.
Sunday morning waking up and we're watching Formula One. So, so I think it's important to
keep that mentality. And that's something that we're trying to do with Mibit,
really trying to bring in folks, really trying to be like, okay, you know what? You might not
want Mibit, but let's get you into NFT. Let's get you into this world, into the decentralized
station, really be a vehicle for the values of Ethereum, right? Censorship, resistance,
assistance, permissionless, public, all that good stuff.
permissionless, public, all that good stuff.
I'm sorry, go ahead, Kiro.
Now, proof of alpha.
Sergito, your PFP is big head, right?
Big head me bits.
There's too much brain in your head, bro.
Like, I listen to low-keys spaces on replay.
I've listened to last week's space like five times, no cap.
I don't know what the fuck you're
talking about, bro. And I'm pretty sure at least half
of us are as small-headed as me.
I hope. But anyways, what I'm saying...
Sergei, so talk to me in
NFC Collectibles terms.
What the fuck is going on with MeeBits?
And why do I buy a MeeBit
today? Because I didn't buy
one after meeting you because I didn't get to
talk to you
talk to me so my dms are open um so if anybody ever wants to chat me bits i will talk your ear
off i'm still probably the most active person in the me bits group chat and and you know that's
kind of like weird sometimes because they're kind of on the project but i can talk me it for days
uh why should you buy a me bit if you're thinking about it just purely from a potential for financial return,
which let's face it, right?
That's a big part of this NFT stuff.
These are Larvalab projects.
These are literally Larvalabs on our podcast.
Episode one of Mibit's podcast is on Spotify, YouTube, or Twitter.
They said, with Mibit, we did everything that we wanted to do with punks,
but we couldn't do at the time.
And that's what MiBits are, right?
They are the most ambitious project that Larvalabs built in the character IP route.
And, you know, they're, what, 0.7 or something like that.
So they're these incredible digital sculptures by Larvalabs that are also fun and functional.
Now you find a MiBit that looks also fun and functional now you find the media that looks like
you and down the line when we're all living in like our little mocap suits and just sitting at
home with like our vr sets you want to have the media that looks like you that's why i bought this
guy paid like in 17 ether for my me but i've not once thought about you know whether i were paid
or not like this is me this is who i am this is what i always be and so from a financial perspective
which is the easy pitch to your point here about like talk
to me in ft terms i don't know man punks are what 50 ether glyphs are like whatever v1 punks which
are just like you know misprints are uh what 40th and even like amigos obviously you know i think
like amigos they're like what they did with people was incredible. The fact that that project has been able to capture so much
of Beeple's mindshare is amazing,
but let's face it, right, like a big part of the pump
the other weekend was because folks thought
that maybe they were a Loverlaps project.
Well, here's a Loverlaps project
that comes with an actual 3D model,
right? When you get Amoebid, you actually get
the digital sculpture, the Madden Jones sculpted
with math and code.
You get that forever.
So that's kind of like the easy question.
Now, again, I could talk, maybe it's for hours.
I can go into like the traits and the specifics and so on.
But we're also like a really cool community.
It really does remind me of like the punks mentality, more like long-term people that
are here for the art, people that really like to play around with them.
Maybe it's animated, throw them in AI stuff. yeah i don't know it's chill that's what i'm like
literally the whole day i spend on the on the group chat and obviously working as well but
i don't know if that answers your question yeah loki yeah that's uh kira that's uh that's insane i
can the work sergita is doing and i can i can be the witness because it's not stopping the me I
told him that I was looking for a me bid with my lucky palette he's keep like sending me oh I find
this one on the floor this one is your color man that's insane like you don't see anybody doing this from any other founder or CEO. But
beside that, what I love of MiBits, so very honest, I never considered MiBits,
I never considered to buy one, I never liked it. But now the positioning The positioning into art collection, a new audience, a new older pool of art collectors,
same successful model of GBC, and CryptoPunks being the number one asset of the cycle.
So it's pretty simple to understand why you would want one until maybe you find one that
you really like.
And I want to tell everybody because I didn't do for so many years that I was here.
Go on OpenSea and click on one MiBit and you will have the two versions.
That's amazing.
I think it's the only collection to have something like this.
And they're on the other side too.
Let's not forget.
That's what I love is I could rock my MiBit on the other side. There's a couple of other collections coming on the other side too let's not forget that's what i love is you know i could rock my me bit on other side there's a couple other collections coming on other side too
hint hint wink wink just wondering if you was gonna go ahead and let us have those couple
other collections or not right now now i'll let i'll let those teams uh make those announcements
themselves but because look man at the end of the day it's like like look at what dim said he's like hey illa you know i love you i fuck with you i definitely want
to talk about bringing some of the azuki gaming into other side and i think that's to me that's
what it's all about like the tribalism you know you're gonna have that because i always look at
a lot of nfts like sports teams especially the og ones and the ones that have the diehard communities
but at the end of the day like if somebody built a dope court that we can all play on i think that's a great place
for us to have our competition and get all of our shit off so i just wanted to say that yeah 100
and that'll be huge with azuki and and everybody else on the other side um guys are like loki are
bullish on the other side, Jonah and everybody else.
So it really means something.
If you don't know about the other side, I would just check on it,
not to shield, turn this into a shield fest.
I saw D-Webz come up, and I think Shields, speaking of Shields,
Shields 81, so we'll go D-Webz, Shields 81, big rug,
and then I think Ira's hand came up as well
hey hey happy sunday can you guys hear me okay loud and clear good sir wonderful well we upgraded
our wi-fi so hopefully we won't have any repeats of last week i felt so bad i'm so sorry again
um but i'll make it really really fast right, I think that really the big differentiator right now is going to be all the different projects that are going to be able to allow their holders to get their IP out there. And I don't mean like posting pictures or being able to just use it in some basic ways. I mean, like actually monetize it, like exactly like how Overpass has their flow and it's already set up, that's going to be the real
differentiator like going forward. Hearing, you know, Zagabon talk about Azuki's flow, I'll tell
you, I have beans up on my computer right now shopping. But that to me is like the real big
differentiator. And so even going to like, I went to the MeBits event in NYC and just being there
hands on, that was a pretty cool thing for me.
And so that was for me, my first introduction of actually being there.
So, yeah, I just wanted to point that out real fast.
And one last real quick point is like, you know, obviously that IP flow is going to be really important.
That's actually why my wife picked out the pudgy penguin or the little pudgy that she just got the other day.
She looked at that thing and went, oh, my God, this thing's so unique.
And she's a normie, right?
Like she just hopped in and figured it out.
And I think that's like the craziest touch point is like we're starting to break the ice.
We're starting to break that glass.
And so, yeah, sorry with that.
That's the end of my rambling.
And I just really think we're heading to some really cool places.
So thanks, guys.
Did she get a big?
She got a big?
No, no.
She got a little place.
You pinched the top.
Nice.
Nice.
Congrats, bro.
I was going to say, if I don't have a big, if she got, well, if she got a big before
me, that's kind of outrageous.
I've been grinding my butt off.
And so, but no, I did go ahead.
We know this is going to happen.
No, no, it's gonna happen
she's gonna dominate she's in the peanut gallery guys and i'm already talking to her in the dm
there you go happy wife happy life i think shields was up next anyway go ahead shields
well one second proof of alpha i just wanted to say please make a meme for kaolin and d-wibs
my wallet looks like this little pud, so hers could look like this.
100%. You got it.
Let's do it.
Shields 81.
Hi, guys.
No, actually, to piggyback off, as usual, D-Webs or I come in, and one of us has probably something to say after the other.
And, hey, I wanted to make everyone aware that his wife, Kaylin, has joined, and she's down there in the peanut gallery.
And the reason I wanted to was because you all were literally just hitting that topic, andaelin, has joined. And she's down there in the peanut gallery. And the reason I wanted to was
because you all were literally just hitting that topic.
And it's a perfect topic.
You know, we love to talk about it.
And Loki knows I'm passionate about discussing onboarding
and bringing in, you know, retail and regular folks
who are not as used to the space,
but they might be somewhere else.
She's used to TikTok.
She's very successful over in the TikTok space.
So she's gonna dominate this world.
And for me, I think it's very important that we give that information out, that we acknowledge
when folks like her join that are new, because you're going to want to keep an eye on them,
and you're going to want to offer help, and then you know they're going to bring other people too,
right? It's all about that networking that we've talked about and making sure that we are building
the right infrastructure to board more people. And when we have someone like her or someone else from
your space that you're bringing in that might have a little bit of background to
understand you know isn't quite as foreign or green to the to the space as
a whole then I think that that's where we struggle the most is is people who
don't know the space because fortunate enough you know she has learned from the webs and from others and is it completely just whoa what is happening right
but still overwhelming she told me yesterday how overwhelming it was and hello yeah i mean it's
overwhelming for all of us ira and i and some folks talked about this on her show um which was
the other reason i came up here i wanted to to mention and I'll let Ira mention anything else she wants to about the show we had this past Friday.
But that show and what we talked about, love and relationships and real talk, we talked nothing of crypto at all.
This was an actual behavioral science, relationship, love, talking. They do it every Friday.
We talked about some of the most raw things. We talked about our pasts. I was very vulnerable and talked about the abandonment issues I have because of my family.
We talked about the similarities that all of us have.
Almost every one of us on that show, on that stream,
I've all been abandoned by either our family in some way, shape, or form,
or in a really bad relationship.
So we connected through that.
And then by that, they started hitting us with the harder questions.
And then that's where we really got into our differences.
But yet we found each other to be a lot alike.
And Luke's down there somewhere.
I know I saw him in here.
And Luke and I, you know, I'm 20.
He's 25.
I'm 43.
You know, he's literally young enough to be my child.
But we found a lot of commonalities in our backgrounds and having those conversations. And to me, that is going to be a lot of what helps us bring everybody else into this space and not focusing on some of those bigger picture items and making it about making money necessarily.
It's more about what can the space do for you and how can it enrich your life?
more about what can this space do for you and how can it enrich your life and as they come in they
can jump into a section or a community and next thing you know they are all over the place right
you're helping it's it's a catapult right it's networking right it's you should your network is
everything and the people who say using your network to get ahead is selfish are the very selfish people
because they're trying to hold you down,
because they're pissed that you're successful
because you have a good network,
because you grinded to grow your network.
I've been in my corporate job for 24 years.
You will hear me talk about that.
I have built a network.
I have spent a very long time building that network
and you bet your ass I'm using it now
to help me grow into the next career path that I want.
But I have the support of the people along the way of those 24 years because I've been respectful about that process.
There's my TED talk.
Yeah, 100 percent.
You put in the work that that network belongs to you and you utilize it as such as a resource.
Dead stop.
I did say Big Rug, but Ira was I think ira and then big rug if you had
anything you wanted to jump in there with so let's go to ira and then big rug oh my god what an
amazing space guys i really love it and enjoy since uh i joined and thank you for inviting
such a great guests like zagabond like sergita i love both and so thank you so much for kind words
uh what i wanted to say is about a non-comment uh that some projects should be dead if they're
dead right now which i disagree because i can see the trend like big companies will starting to buy
all this dead project because it's like easier for them to invest in it and before i had
cosmetic brands and i studied the market and a lot of brands like la mer like sephora for example
they tell like they existed since 1960 something like that and they are family businesses but no
one telling like that they were dead for 40 years or something like that.
And that's what they did.
They just bought existing businesses and built on the top.
So I believe a lot of corporations will go and buy all these debt collections and will rebuild them.
And they will flex and like we're existing since 2021.
Something like that.
And also I want to say that that's why I'm so bullish on ETH,
because ETH collections will be first to buy.
ETH collections will be first to believe in, you know.
And also I see like Sergita as a great example who actually started to do this with Mibits.
And he grow in this collection right now
so in amazing way.
He has a vision, he has ideas, he has plans.
He has an amazing team of believers and community.
And like we made with him art talks
where we talk about his project.
And before I saw his interview with NFT Now
and it's amazing,. Literally the most genuine guy
probably I saw in the crypto space.
And yeah, I'm super
bullish on him and on people who
will come and will
buy all these debt projects. I really
believe it will be like that.
Nice.
Thank you for the take. You're going to make me blush, guys.
Hey, good.
Appreciate the kind words there. Did you have anything take. You're going to make me blush, guys. Appreciate the kind words, Ira.
Did you have anything to say there, Serge?
You know, by the way, thanks for everybody.
That's been so nice talking about Mivet and myself.
I really appreciate it. It means a lot.
I'm kind of in the middle between Anons and Ira,
and I think somebody else who also kind of disagreed with him.
I do think there's something to be said about good money,
throwing good money after bad.
It is difficult to build value for a debt project without capital, right?
Like you want to make sure that you have the right resourcing
to be able to put events together, put events together, to do partnerships,
to do marketing, to pay your team. And so I do think that, for example, you know, again,
talking about GVC, right, they were able to raise a nice amount of money, the other mint and the
royalties, because new projects, you can actually hardwire royalties, which is not something that you can with old projects.
And it is important for people to understand that all these projects, like, for example, the longevity of MiBit is dependent.
Not 100%, but has a high degree of dependency on the longevity of the MiBit company as a business.
And I think that's something that sometimes gets lost.
And I mean, sometimes people like not really want to talk about the fact that, you know,
this company is Yuga, the Suzuki company, the Igloo company, all of them, you know, Orange Cap.
You know, we have payrolls to make, we have taxes to pay, we have office to pay for and so on.
Right.
So I do think that if there's any team out there that's really really good and they want to really take a swing uh probably better to just come up with a new project
and a new value proposition and stand with or start with the right foot rather than just look
through the you know cemetery of that ip that we have in the space and try to revitalize that also
there's a lot of like backholders out there's a lot of
anger i mean we have it with me bits we have really i mean i'll be honest with you we have
you know not the best holder distribution there's a lot of whales a lot of punk whales
that got free me bits and every single time me bits pumped to like 0.9 0.95 they come in and they
just dump 20 and and obviously you know nobody likes that. So it's something that we're constantly, you know,
trying to figure out how best to get through that.
And you will have that with that project,
especially projects that we've been trading for like very little,
and maybe somebody's been able to accumulate a lot.
So I do think it's a business decision that, you know,
if you really want to leave a legacy and make a name
or just really try to do things differently,
bring something to light again, new internet, new native IP,
new types of community building,
really just put a new brand out there in the world,
maybe just start Scratch if you have the capabilities to do so.
I don't think every single project out there
is the best vehicle to get started.
And I would just encourage folks who don't be smart with their money, whether that's the founders that are looking to get something going or people that are looking to back projects.
I always get the safeguard of the next generation coming in because they're the ones who are going to be able to carry everything going forward after we get tired and sit down, right?
Big Rug, I think we go Big Rug, Illum producer, and the real Cairo with the black pudgy.
Uh-oh.
Can anybody hear him?
I can't hear him.
I can't hear him.
It's in the name, bro.
He got rugged.
Big Rug.
That's a big rug. So we'll skip over you and come right back
it's my opportunity to add something so I just wanted to add that also I see the
trend that people creating the project to sell it then for big corporates also
what we see a lot of in IT right now, IRL, right? Some people
creating the apps to sell them to big corporations and made them millions from it. So that's why I'm
bullish on every creator in this space. They can have no vision, like maybe no funds, but they
can create something that they can resell them to big corporations. And this is awesome, I think.
that they can resell then to big corporations.
And this is awesome, I think.
Yeah.
So thanks for that.
I don't know if I'm, you know, I'm kind of on the fence right there,
but we'll just throw it on over to Illa and then to the real Cairo,
not Cairo next to me, but the real Cairo with the big pudgy.
Yeah, I was going to say, Sergejito made a great point man um i feel like
if someone takes over one of these projects you're taking on a lot of baggage so if someone takes on
one of these projects um i think they they already know that especially if they're gonna pay
handsomely for it or pay anything for it as a matter of fact
because you're gonna have to deal with a uphill battle um so i'm always cheering for people who
have i believe you'd have the right intention if you're taking over a project um because i really
believe moonbirds was is one of the strongest ips that this space has i've said that it's on
recorded spaces so when i seen spencer take it
over i was really happy about that because i know he's super bullish and he he always has a game
plan and i just felt like he just needed an ip to execute it with um so shout out that's why i'm not
surprised at what they're doing i've been a bag holder since mint i got my moon bird i got my
mythics and i'm excited to see what they're doing but there's other projects, man, that I feel
like didn't get just due
I could see somebody taking over
D-Gods if Frank would let that go
and I feel like it would be, you know
it would go crazy on
Serrano
They already did
Pasta
took it over
Literally took it over
Yeah He was given the reins by frank but from my understanding i thought frank was coming back
yeah that's what i saw but hey see so shout out to him man like because that's a that's a
uphill battle man and i feel like i'm interested interested to see what's the catalyst for the next NFT bull run.
Because everyone is saying it's not going to be the same as last time.
And I agree because there were so many different things that set up the last NFT bull run.
And it was like lightning in a bottle.
But I don't think the NFTs are going anywhere.
We're obviously all still here showing up every single day with our JPEgs there's a ton of volume projects are fucking going crazy non-stop every single day um so i
really feel like there will be some new projects but i don't i'll never count out ip that was that
made a splash in the last cycle i'm just wondering what the catalyst will be because and meme coins were here
last cycle in the cycle before but this cycle the catalyst was pump fun so i really want to see what
it is this cycle for nfts that that makes it different gaming i think gaming it's either
yeah no gaming i would say augmented reality or Pokemon. Like Pokemon coming in and kind of putting NFTs just like, you know, immediate approval worldwide.
I saw Loki saying that.
Yeah, I want to answer to ELA until I'm still awake and my brain functioning.
to Ila until I'm still awake and my brain functioning. So, Pokemon is a good call, but
they are going to come for the next NFT run. So I think like 2029, 2030, when it will be extremely
easy to... There won't be any friction. So you just do a login probably with an abstract wallet,
with an email, you have, I mean,
maybe we will have the next version of OpenSea or whatever.
You do everything from your own wallet.
I don't think you even need to go on using other apps.
And if Pokemon going to launch something,
then it will be in the same way they do in Web 2.
So what I'm telling people right now is just the current model that we have, like the exclusive model, limited scarcity, 10k, PFP, a few pieces of art.
It's not made for retail, so it just makes sense for them to sell collectible in
huge supply where but the top shot model doesn't work either loki it got saturated so quickly and
there was just no sustained demand because the the the nfts didn't do anything they they weren't
they weren't making like they weren't making artificial demand, right? You need to make
collections within collectibles
that create that
like, scarcity in
either way, you need scarcity
No, you don't, I mean
it depends, you need scarcity
when
you're collecting for a rare, so you can
still have like the Pokemon cards, like the
physical cards, so you still have like huge supply but then you can go to pick for the for the rare so it's
it's not going to be anymore the floor price game this kind of thing and of course the brand has to
be relevant so we were talking about pokemon and also that's why i think the new men, especially this cycle, they won't cook.
I mean, unless they do something new, they always have to go through that process of building their IP.
Of course, it will take years and there are other brands already ahead of them.
So I don't see anything coming from the retail side. What I see is
that we talk about literally every time is those wealthy people just make sense for them. These
wealthy people, this elite class, they don't need to flip. They're just bored. They need to park
their money somewhere. They want to flex. They want identity online. So that's where I see a possible run
Where money going into crypto funks, where they pudgy and whatever is going to be
I do think um
That gaming will play a huge role. Um
I do think you know, I'm you know, I'm, you know, I'm not, not like a shill space, but I really feel like other side will play a huge role in, in this in some capacity because it's just, it's a platform where people can actually come and build on top of it. project and i want to have a game that i launch and i have a hundred thousand assets and everyone
can own one of the assets but there's maybe a thousand of them that get special power in this
game and earn more ape coin or whatever token there is then that is attractive and you don't
have to spend ten thousand or fifty thousand on on asset. It's just that you can participate in the game,
but the fact that you know that someone has an edge if they spend X amount more than you,
I think that is what opens up the aha moment a lot of times. When I'm just thinking about sneakers
or anything out in the Web2 space, you can can make a ton of something but there's always a small amount
that is more valuable like even if it's jordans or whatever it is right and though you'll always
want and those just get you a little bit more flex again may get you the girl that you like
at school so if you apply the same thing into gaming that already happens in roblox and and
and with my daughter she figured out early like after getting scammed
and have me buy 300 fucking headphones in row in roblox and got scammed she was like no daddy i
don't want to i i figured out the 300 headphones i don't want to get another pair she's like i
figured out that i'm gonna start getting the stuff her and her friend started cornering the market on certain things and she's like we hold the whole supply of of x sneakers and those sneakers if we hold them then they
everyone will will have to buy them from us so the price goes up and i'm like holy shit she learned
this at 11 years old she learned it from her daddy no i didn't even teach her any of this
genius though exactly so these are the kids that that
we're building these things for and they're gonna be they're gonna be crypto native growing up they're
already digitally native so once they get on the onto these games and and that we're building i
feel like it'll naturally make sense to them and the fact that it's real money because right now
roblox can't buy you shit except for something in game but imagine going in
game and getting a currency that you can actually cash out and go buy real things that aha moment
hasn't happened to kids yet and i feel like that's a powerful moment that that people are don't even
talk about enough in this space don't they have to be 18 at least to do that in transactions
remember that quant dev What was his name?
The guy with the middle fingers
that was like 13 years old
who just like cheated on everyone?
Yeah, they doxxed his whole family
and kidnapped his dog.
Yeah, yeah.
Bro, nobody...
That was crazy.
Yeah, that was all bad.
I think Kiro had his hand up.
Kiro, we go to you.
Jump on in.
Kiro or Cairo? Who's next?
The Pudgy. I don't know. I'm from the United States.
I'm country, so I might be saying it one way,
but I'm talking to the back Pudgy.
Yo, what's up, what's up, AlphaDigian.
Loki, yeah, first of all, Banger Space.
I'm trying to keep it as short as possible.
I feel with this knowledge and everything we have in the room,
we could run this for a full week uh non-stop spaces um i really do believe nfts have not
uh entered their final form like a young son goku doesn't doesn't even know what his final form is
going to be and i i put a little um earlier when like sergito was asked to put like me bits like i put something
in the comments i'm gonna read the first two sentence like an elevator pitch for me bits also
like relating to what iller the producer just said like me bits are basically your lego guy on steroids
think minecraft vibes roblox 50 55 million kids are building blocky words every day but instead of some random skin you
actually own a 3d voxel homie and it's like loki loki and i connected playing off the grid for
example and the you can think about the game whatever you think you want right like i i really
loved it in the beginning now i'm kind of fed up with it but like every single skin like think um
think counter strike right think call of duty like every single skin like think um think counter-strike right think call of duty like every
single item in the game again what illegit was just talking about right every single item is an
nft that is tradable on secondary so there is going to be a lot of stuff and also because i'm
probably one of the biggest ai nerds in in most of the spaces I think with everything that AI is building and that is still
like about to come again NFTs have not reached their final forms and one last thing I wanted to
say the biggest challenge I think still for NFTs and meme coins if you want to build a sustainable
business somebody else said you need you need resources right so with an nft usually you have a one-time liquidity event maybe you
or you earn something on a lick on the royalties with tokens you're basically only putting money
into it unless you have some smart market making to take some money out without destroying the chart
so i so i think long term ips need to think as a business model right you need to find something that like monthly generates
you revenue right without without manipulating NFTs or whatever and if you can generate this
like a web 2 normal business model and feed that back into the web 3 world I think this is really
what what will differentiate the the NFTs that will make it versus the ones that will just end up in oblivion.
Hey, Cairo, thanks.
Thanks for coming.
Thanks for your take.
Yeah, I want to say on off the grid, if you guys are not familiar, I've been playing this
game for more than a year.
So far, the best game we have in Web3, the AAA game.
And they recently opened trading of their NFTs on OpenSea.
And it just shows that we are not ready.
Because I feel if you...
Cairo, have you tried to trade those NFTs on OpenSea.
No, I haven't tried.
But yeah, it's still there's still the pioneers, right?
So, yeah.
Yeah, it sucks.
So it's just like we are not ready.
There's no infra really.
So if you want to trade the NFTs inside a game,
it's smooth.
It works.
It's perfect.
But then you have to go through a process of KYC,
pass from an approval on their other app,
and then go on OpenSea, and it's such a mess.
Even me, I'm kind of like in the trade daily after using OpenSea,
NFT is on open sea, I feel like very annoyed by that.
I feel like very annoyed by that.
So yeah, we're still very far from
that moment where
I see people trading, gaming NFTs, I mean worldwide.
But we still, we will go there. It's inevitable.
And I think also when we will go there, like Hila said something like
you can use the money to buy real things.
But I think at that point in time, what is going to be a real thing?
Because even for me, I'm almost a boomer, but I'm 24-7 here.
I don't buy anything in real life except for a few stuff like food and blah, blah, blah.
All I buy is digital stuff.
Three hots and a cot, Loki.
Three hots and a cot.
Everything else is digital.
Yeah, I mean, you buy. And also you show your identity.
Where you pass most time of your life.
So if you pass like 20 hours online, in a metaverse, in a game,
maybe your work office can become completely digital.
maybe your work office can become completely digital so why would you consider something real
something physical rather than digital yep i heard you say almost a boomer bro almost i heard that
almost in there so yeah good adjective you threw in there so yeah uh what are you like 30 30 days
away from boomer status hey man you man, you got to appreciate the conversation.
Yeah, yeah, no, Loki's like 19.
Bro, you pushing 50?
Nah, man, he's not.
I'm just kidding.
Loki's like 25.
But, yes, sustainable revenue models definitely complement, like, the question that I asked Zagabon earlier about 2, 5, and 10.
Those sustainable, without sustainable revenue models, you don't approach a two, much less a five or a 10. Right. And so like, um, I think in those sustainable,
sustainable revenue models, you got to have some, some sticky mechanics sometime that kind of fly
wheel in and keep, get you, bring your people in, attract them in and keep them in your,
in your ecosystem. I think Simple Farmer is one of the
people who I've seen as a super big brain, and I see him as like a Chad with a big brain, like the
guy with San Sujito is, so maybe he needs to change his PFP to one of those. But Simple Farmer,
you came up, you have an idea, you have something that's releasing tomorrow. Can you give us a little TLDR on that about Flywheel being sticky and then creating the NFT ecosystem economics? Speak to that for me, if you would, SimpleFarma.
Tomorrow on ApeChain is actually the first product launched by the ApeChain team.
And shout out to Loki.
Thanks for giving us the opportunity to talk about this here in the space.
We actually mentioned specifically Loki Space as a place we wanted to come through and highlight this
because you have such a robust NFT community coming through here.
So what we built is an on-chain activation where we're actually allowing users to come through and
kind of complete like quests on ApeChain where they do like social quests, retweet stuff,
similar to what Pengu did with Drip on Solana during the Pengu token launch. And then so what
this has created is a leaderboard. The leaderboard represents right now roughly 2,000 users and for
example the top 100 the top 1000 and then
all the users even participate in a little bit going to tiers these tiers within our product
correspond to balls right and then these balls are playable in this game called the wheel of fate
which gives users the opportunity to win certain nfts so just for example we have other deeds in there we have
mutinate we have think agents a bunch of ape chain nfts and then of course we have two board apes
that we're giving away and so the cool thing we need to add crudges in there too yeah i mean
the more the merit the more the merit i think the idea behind this kind of product is that
what we're doing here is we're turning something like a raffle, which would otherwise have zero value, and tokenizing it into NFTs.
And then kind of both providing users with that experience of doing smart contract TXs, interacting with DApps, and leveraging NFTs to do so.
So the balls themselves, so for example, the top 2,000 people get this thing called a
multi-ball. That ball, they mint on the UI. And since they now own that ball, which represents
a small chance to win a board Ape Yacht Club NFT, essentially, they can sell that ball on secondary.
So somebody who's new and non-native to the ape chain ecosystem in this instance can
come on secondary on Magic Eden, purchase the ball from the collection and play in their place.
So what we've done is take something like a raffle, which would otherwise have
zero intrinsic value besides the announcement day where you pick the winner. And we've given
all of these people who have a chance to win an NFT, a free NFT that they're minting that
corresponds to their chance and that itself has value.
So for the top 100, though, the top 100 people have a 100 chance to win a board ape.
We can say a board ape is worth roughly $60,000.
Now their ball NFT is a freeman that they're getting that represents roughly a $600 value.
So this is something we're super excited about on ApeChain.
And yeah, anybody who hasn't had a chance to come through,
if they want to come through and spin a ball,
you can buy one off secondary for, you know,
five, 10 bucks.
You come through and take a chance
of winning a potential Bordeca Club NFT.
And these kind of probabilities, you know,
like one in 100, one in 2000,
this is not something you're gonna get in your typical lottery or raffle.
And in the meantime, you're getting exposure to NFTs, community participation.
And, you know, I think the interaction with these assets is something that we're looking at long term.
What Moonbirds, what Pudgees, what everybody who's succeeding does really well is provide value to their communities. So that's what we're trying to do. We're trying to unlock long-term value for
communities and then recycle that back into the ecosystem. Long-term, very bullish on Pengu token,
very bullish on anime, very bullish on Apecoin. Because I think, you know, for example, we have
a lot of KOLs like Ansem, for example, who will tweet a meme like Housecoin.
A lot of people buy that.
But there is no KOL that matches the potency of a collective NFT community coming through and tweeting and supporting a token.
So that's why I'm just, like I mentioned earlier in the space, really, really bullish on the tokens themselves being proxies for the larger nft collection allowing the regular retail users
to access that speculative speculative value
which definitely equates to getting into a sticky part of the flywheel loki go ahead sir flywheel
flywheel loki you're on you know sorry I misclicked
I'm biking right now
but let's go to Shields and Sergito
you can go ahead
we need to drink shots every time somebody says
flywheel now
I'm down for that
guys I just wanted to
guys and girls and everybody I just wanted to say thank you so much for having me.
I got to bounce.
Love the conversation.
We'd love to come back up, you know, as possible the next few weekends.
Actually, we'll be in Asia doing a little tour over there.
We're showing our new plushie Tokyo gift show for the MiBits
and then potentially stopping in Hong Kong to meet with MiBit holders.
For those of you that like gaming, we actually integrated all 20,000 MiBits into the Player
Zero games.
So you can actually, if you own a MiBit, you connect your wallet, it takes delegate wallets
and you can play with the MiBit as your character in a handful of games.
They're all fun.
There's like a shooter game, endless runner, a couple of like Street Fighters style games.
So check it out.
It's a player zero, all 20,000 MiBits.
Even if you don't have a MiBit, we allowed a MiBit to be part of that.
Just like free for anybody to trial.
So you can check it out.
AI, I think agents being mentioned as part of the price pool for the ApeCoin activation.
We have a partnership with them
there's five me bits that you'll be able to use as your agent if you don't have one ones that
platform goes live or eventually you know your own me bit as the body of your agent a lot of cool
things happening with me bits loki proof cairo everybody thank you so much anybody want to chat
me bits ask question trades. We have a full podcast
with Larva Labs
on our Spotify and YouTube.
Otherwise, my DMs are open
and yeah, happy to chat one-on-one.
Hey, thanks for coming
and see you in Asia, I guess.
Yeah, see you there.
I'll bring my bike
so you can go ride.
He's biking in place.
He's in the front room in his living room on the bike, pedal bike.
Yeah, but, yeah.
Hey, but thanks for coming by, Sarjito.
We appreciate everything you did for us.
And you definitely dropped some alpha, and we appreciate that as well.
Thank you, y'all.
Kyro, you there?
Thank you, sir.
I think we were going to Shields after that, Loki.
Shields, did you have your hand up? Oh, no, oh no i'm good now guys you can go ahead and pass me
awesome sauce awesome sauce well um loki i just want to get a temperature check on you man to
stay respectful of time bro yeah okay just got a t at the 7-eleven. Also, I want to specify I don't hold that bike. I rent the bike because I said I don't buy anything in real life.
But yeah, maybe we're out of topic. It's been two hours. Are we going to sleep, guys?
Loki, can I interject? I just wanted to say one thing. If you're in Japan next month, I'm going to be in Japan. Please fuck with me.
He's on a virtual bike, man. He's going to ride his virtual bike.
Fuck what?
Hey.
Please take me out for some matcha and Shinjuku Shibuya.
You know, let's go to Roppongi.
Let's party it up.
Let's sleep at a McDonald's.
Yeah, we are definitely out of topics now.
Bro.
Bro.
We can sleep at McDonald's in Japan?
Yeah.
Japanese McDonald's slaps.aps damn long story for next
season um but really quick if gaming is a thesis you notice i brought up gaming with zagabond
and the azuki ip that is beans the game is done they're looking to enter telegram that's some
alpha if you paid attention but let me take it to tokyo game show i can't wait till we see azuki other side
etc at tokyo game show and i do lead a video game based out of southeast asia pinned to the top i'll
see you in tokyo loki thank you for your time proof of alpha thank you for your time thank you
sir and and everybody out
there um we're gonna we're gonna start winding it down whoever that was the last one that came
in go ahead and uh go ahead and get that off and then we'll i just wanted to add one thing since
you mentioned uh gaming conferences in one week there is the biggest european web 2 gaming
conference gamescom coming up and i think a lot of projects
don't even have that on their radar right so don't only target web 3 conferences it's over and over
the same guys anyways uh check out the like some exposure into the web 2 world thank you guys good
night thanks kiro machiavelli you had something you were dismounting with yeah yeah man um i just
wanted to say uh shout out to everybody who came out to the swamp uh for the other games yesterday i see a lot of you in the audience i also like
to say any community founders managers anything if you want to be hosted in the swamp you know
i'm saying we would love to have you no matter your chain your origin anywhere i will put every
single one of you on the other side in a couple of minutes you know what i'm saying so please reach
out we're here for it. Thank you.
We need penguins in the swamp.
We need birds, flightless birds in the swamp.
Hey, but thanks for everybody for coming out.
We definitely want to make sure that we let you guys know your time is valuable as well.
You could have been anywhere in the world,
but you chose to come hang out with a bunch of degenerate NFT guys and talk about NFTs.
And we really do appreciate you for coming.
And we will do this all again on next Sunday if Loki decides to let us have
another space next Sunday.
But have a great weekend and a great start to the next week.
And we'll see you again on the NFT show next week.
Thanks, Alpha.
Yes, thanks, everybody.
Space is confirmed for next Sunday
as always we are not going to stop
until
until ever
so goodnight guys
peace
hit the button Thank you.
