I'm web 3 and it is what it seems top in the pyramid schemes i'm telling you i'll sell you a percentage
on nebula shout out to this yo set it up surfing on the web net three i've been goaded when i got
my team i'm an alien boy from a different planet yeah so i got my drink i'm riding in the 1920s
model t ford car era lord call me levi playing on keys what i'm about to put my gloves on if i I want one, but I got a cop turn.
I want to fly high in the sky.
You're a bird's eye view.
Cracking the pavement. Whitney Bobby, I'm a Saki bomb, Hiroshima,
Nagasaki, Bruce Wayne been a dog, and I keep it 101, cause I'm feeling kinda spotty, sippin'
on some rock and I'm sippin' out octane, the only thing around my neck is the blockchain,
now I got coin, I see where y'all goin', been pop this is web one. Hello. I went to, I was living a dream.
Topping the pyramid schemes.
I'll tell you a percentage on Nebula.
NFT, Twitter, blockchain.
Seeing what the ghost and we balling like a brown chain.
We can make a trade, get the memo.
Refuse not falling for the phone. Listen in the copy with Kevin. You know we make a trade, get the memo. If he was not falling for the FOMO.
Listening to coffee with Kevin.
You know we were all right, get it low.
I feel it's never gonna stop rapping.
Orlando, yeah, we workin' magic.
We rockin' Ethereum in a tease.
I just went and caught me a half bass.
Man, I gotta shut up the boy.
Been poppin' since Web 1. Hella hoops on Web 2. I was livin' the dream. Now I'm on a bitch, now I got coin, I see where y'all going, been poppin' since web 1, hella
ho, gone web 2, I was livin' a dream, now I'm on web 3, and it is what it seems, top
in the pyramid schemes, I'm tellin' ya, I sell you a percentage on Nebula, shout out
Freakin' the mood to choose one, but it got knowledge to move, son, I'm shockin' in shades
with my brother in suits, yeah, them blues is comin'. Even though it's hard to pick, eenieCoin, where we dive into all things crypto,
NFTs, Web3, and cutting-edge technology. Remember, nothing here is financial advice.
Early-stage tech can be exceptionally volatile and risky. So grab your coffee and join Cap
Join Cap and Steve for today's conversation.
and C for today's conversation. Welcome to the future.
Welcome to Coffee with Captain GMGM.
Thanks so much for joining.
If you haven't done so, do a favor, drop some GM in the chat down below,
then head up top, smash that like, repost, and bookmark on the day space.
Worms up the algo and does us a real solid, as always, I'm Cap.
No co-host today, but we will, as always,
never any financial advice in the show.
Cryptos, risky, entities, risky, meme coins, exception, risky,
and all good at zero in a moment.
Please don't put any money in camp for to lose. Now that I hold tokens, I'll talk advisor in this show. Cryptos, risky, entities, risky, meme coins, exception, risky, and all go to zero to a moment. So please don't put any money in.
Another day, hold tokens I'll talk about from time to time here on the show.
I'm not a financial advisor.
Certainly not your financial advisor.
Just choice for some fun, some information, and a little bit of education along the way on that topic.
I did pin up top the video clip from Matthew yesterday sharing the alpha. I do expect more than one individual who
tuned in yesterday will be getting a Series 65 this year to capitalize on that opportunity,
looking for 100,000 new registered investment advisors. I think I'll have to follow up with
Matthew, but I think even related to,
maybe it's just in general, but I, in my head anyways, I interpreted it as
just here in, you know, in crypto DeFi specifically. If you're not familiar with
Matthew, I did also pin up top yesterday, his book, Warren Buffett and a Web3 World.
top yesterday his book warren buffett in a web 3 world and there's one other i'm looking for a
reply here um oh i got it um good good uh good chart from good chart from keep fishing as well
so i'm going to pin up top here in a second the article from fortune magazine linked to that
article uh regarding the great wealth transfer
that we mentioned in passing yesterday that's pinned up top if you want some reading later here
for the holidays and fun day today we've got our raffle let me go post the link up top. It's actually just go to op.xyz slash claim and then code CWCHoliday is the
claim code for the holiday badge. Code CWCHoliday.
There you go. That's going to be pinned up top here in a second you got like maybe 30 minutes
to get that in uh to participate in the raffle today we've going to we've got a couple of things
to give away um uh g uh osi says osiris says crazy I was about to take my series 65 a year or so ago. Definitely got to do so.
It is a, if you missed the show yesterday, good.
Again, there's a clip up top.
Might be worth going back and listening to Playback on podcast or wherever you prefer
to listen to Playbacks at.
Speaking of our podcast, good plug to, if you haven't yet done so, give us a quick rating
and review. Apple, Spotify. If you've yet done so, give us a quick rating and review.
Apple, Spotify, if you've already done one, go do the other.
That'd be a nice holiday treat for us.
We'd greatly appreciate it.
I think I see a new feature here.
Hey, look at that fancy ticker.
Go subscribe on Apple, Spotify,
or your favorite podcast of choice.
Those clips yesterday, by the way, new update from StreamYard.
They're coming for Jonah's new venture.
StreamYard reintroduced, I guess they've had AI clips in the past,
but leveled up their game yesterday, I think.
And so the clips you saw hit my feet yesterday were courtesy of the StreamYard, their native app, what's built in there.
We alluded to, mentioned doing some tweaks, some changes here on the show.
I've not yet made the leap.
We've not yet made the leap to, oh geez i'm drawing a blank uh obs the
probably the preeminent streaming software for most uh at least most uh that don't have the
budget of like an eight and ross i probably know he uses obs as well
had not made the leap considering making the move over there just to do some more
it's more feature rich we still likely would use that to push it through stream yard as our
simulcasting point but anyways no one cares about this stuff uh you're probably not here
for the giveaways but we are we've got a busy call poll we'll be doing this morning we have a
um uh some art from emlo will be given away and yeah for anyone missed the show oh
kz says uh em registered series six and 26 the tests are no joke yet so the recommendation was
not only you know that you go to like kaplan or somewhere and the test the fee is like 150 bucks
but the recommendation was spring for the classes,
the courses, it is, they aren't a joke. Like you do need to study and prep and all in, you're
probably like 500 bucks or less in a few months of time. And you get that, you get that test.
Not only then can you become a registered investment advisor and potentially open up
opportunities for freelance work or getting a job somewhere.
It, beyond that, you have, it makes you, you qualify as an accredited investor.
So if you don't qualify, I don't want to mistake the 200K a year for the last two years or
a million dollars net worth, excluding your primary residence.
So if you have a million dollar home paid off,
you can't count that to qualify.
Make 200 grand a year, or if you're married,
you gotta be, and joint income has to be 300K a year
for the last two years to qualify.
This is why I got divorced.
I was just below that threshold.
So I got divorced and now I'm a credit investor.
I kid, that's not why I got divorced.
But I've been fortunate to be able to participate in things like the Mega ETH ICO and others.
If you're out on the outside looking in, I didn't know this test exists.
I didn't know you could go get a Series 65.
You don't have to get a sponsor, like a Series 7 series 63 you you have to get an employer a sponsor to basically say we want this
person to take the test uh and get the license or become uh the registered investment advisor
with the series 65 you don't need a sponsor it's literally just go pay the fee and you got to pass
the test but once you do that theoretically could open up doors not just for jobs and opportunities
but it could be a shortcut to become an accredited investor if you're looking to participate in ICOs, IPO pre-sales, et cetera.
There are private placements, I learned yesterday, where there's 35 or less investors.
You actually can – they don't require that.
You don't have to verify or show proof of your accreditation or your income, but most of them, including like Echo and Sonar, to be able to participate in those, you go through the, it's not just KYC process, draw a blank on the third party they use.
You have to basically upload your tax returns or I don't know, you probably do like pay stubs and stuff.
Now that I say this this i might need to sell
something i might need to show some extra income this year so i keep my status um gave up the
corporate gig last april and math i'm probably well i need to look into how that's calculated like um
anyways not maybe maybe if i come below the 200k mark this year i would just have to go
this will force me to go get my series 65 um or if anyone wants feeling generous and wants to gift
me uh i don't know i don't know how much money i need but uh um my uh my my losses definitely
bring me down below the Mendoza line.
Give us a like, repost a bookmark on the space.
So yeah, appreciate the helping things get warmed up here.
I will post a poll up top if you've not yet taken that. I'm curious what your,
we had a good conversation yesterday about 2026,
bold predictions, bold takes.
What are we looking for in, or what are you expecting to see in 2026 bold predictions, bold takes. What are we looking for in, or what are
you expecting to see in 2026? I will pin up the poll if you're not yet voted. I'm curious your
thoughts. And if there's anything, you're limited with four options on X pools. So if there's
anything else that you feel is much more likely to be a breakout crypto category the options
currently tokenization rwas ai and autonomous agents stable coins and payments privacy and zero
knowledge and to surface it may all sound kind of boring uh the privacy and zero knowledge i think
it's a big deal the stable coins and payments also a big deal we talk about going where they're at
that's not going to onboard people on chain per se.
I think it will onboard some businesses, but it's real. It's using this tech to improve upon
things that exist in the wild. So very bullish on both those categories. We talk about tokenization,
RWAs. It could be boring. It could be exciting. And when we talk about,
AI and autonomous agents, I know it's there.
I know it like, I'm open to being wrong again.
I also think I might have been a year early.
I said this time last year, I said AI agents
will be to 2025 as NFTs were to 2021.
Maybe for a little brief moment in time,
AI has progressed significantly in the past year.
I say this and my brain goes to,
just as soon as those words come out of my mouth,
I'm like biting my tongue
because despite having arguably
the most powerful consumer software of all time in the form of these LLMs, the most common thing Grok is being used for is to put bikinis on women in business suits or whatever.
Like, it's not surprising.
Like, this is how the internet boom kicked things off as well. Like, it's not surprising how many goons the internet you know boom was you know kicked things off as well
like it's it's not surprising how many goons there are in the world it's just
i don't know kind of speechless and that doesn't really happens but um it has advanced
significantly and i do think there's a world where
i don't know i just i don't know what exactly it's going to be.
I do think most humans, most consumers,
most individuals don't want to get deep into DeFi.
They don't want to learn to trade,
but they would like their money to make more money for them.
They would like to earn more than 1% that they're earning on their savings account or the 2% earning on their CD.
That's all realistic today. It can't happen. It's doable.
You could have a, I mean,
from a protocol to an AI agent to do this all on your behalf, to manage your portfolio.
I think there's a trust factor.
And I still think, I don't know if anyone's nailed the UX UI yet.
And in a weird, funny funny not even a joking way
it might be gaming that does it um i'm not i'm not putting on the spot but if you wanted to join
this next conversation you're also welcome to aura farm but the show's not warmed up enough
yet for that uh jonah i'm curious if you can explain what's going on in Roblox. I've seen it all over the
timeline in the last 48 hours, kids retiring themselves by building in Roblox. It's what
I'm interpreting. I saw a post from Wob, I think that went semi-viral and I've seen several others.
And my interpretation, how I'm taking these tweets is what's happening right now in other in Roblox is the other side
thesis is playing out in real time it's just playing out in Roblox right now um I'm a little
biased I think on chain is better I think the conceptually what other side and how other side
is building is better it It's just early.
And obviously they don't have, I don't know, I have to look how many daily active users for Roblox.
It's a few bit more, a couple multiples more.
Without Googling, without ChatBP or Googling, if you're not, if you don't have kids and you're not in Roblox,
One, and I'm maybe setting up my reaction once I saw the number,
what do you think the daily active users are for Roblox?
We'll go with a data from Q2 of this year. So earlier this year.
And then what year-over-year growth do you think that represents?
So A, first question, how many daily active users does Roblox see?
And B, second question, that number that you give, how much it's up from last year.
How much up do you think it is?
I'd be curious because the number was somewhat shocking to both numbers were somewhat shocking to me um needless to say it's
exponentially more users than other side um no surprise the where i'm going with this though is
ai agents becoming more comfortable with ai agents and AI autonomous things, getting things done in our daily life.
Right now, as I understand it, it's using some of them are using AI to farm Roblox to go get things and then sell those things to others and other users in the game.
They're automating the Roblox farming, essentially.
And I'm sure there's other ways. I'm sure publishers and other people are making money in roblox it's just not my
it's not my area of expertise by any means um my overarching point being though is i think that
that sort of activity becomes more and more prevalent i think
people are going to get more comfortable with utilizing AI to do things for them.
Shout out to Oxy for, you know, I'm going to pin this. Give me, give me some love on this. I rarely
ask for supports. I've not once, but twice in the same thread i replied to elon and i replied to nikita
because they're like okay elons we're doubling down on x payouts and we're going to rigorously
enforce no gaming in the system and like yeah set the bar high make sure that these bots don't yeah
i agree that the farming bots are they should not be getting there's bots that just farm replies
that get massive payouts from X.
I've never got an X payout.
I've never reached monetization.
I've never grinded for it.
I think the most, you need 5 million views in three months.
I think the most I've had is like three and a half million.
I mean, I shouldn't say never.
There's been a few times I've like done it for like for a day, and this is just not something I enjoy.
And part of my happiness is not working,
is doing things that I love doing,
things I'm passionate about,
and I'm fortunate enough to earn an income doing so.
If I start reply going, that's straight up work
and would go against my makeup.
That said, I know I'm leaving money on the table.
That said, I know I'm leaving money on the table.
And my ask of Elon and Nikita is, any love for Spaces Host?
Oxy replies, can't believe Spaces Host speakers, co-hosts don't get better payouts.
We don't get any, unless you're playing the volume game.
Like, you can bot your views, get to 5 million impressions and qualify for
payouts and then never bought again. A lot of people did that. Uh, just not a route I go
or I've chosen not to go yet. Um, the reality is it is a sticky feature, not only that, but
it's a very big differentiator from them and other platforms, social audio, not to mention all of you are a captive audience for some mornings,
two plus hours. You're in the app, which is what they want. It's the activity they want to drive.
They should be incentivizing. I know I sound incredibly biased and like, woe is me.
I just think it'd be better for the platform. Would I like some Elon bucks? Sure. But it's more so I want spaces to become, to be a thing. I don't want to worry about platform risk. I don't want to worry about, oh, if they wind this down or this falls off that I got to go start just, this is the heart of crypto as far as the active participants.
And it works for us. It's not just crypto participants. It's several other industries.
I would just like to see them place a little more focus on it.
And you're talking about a guy who happens to be the CEO, not just of the SAP, but they missed it.
The Model Y was the number one selling car in the world for the third
consecutive year. He's flying rockets.
they they're doing a lot of things that are much more challenging than
figure out how to monetize spaces.
So anyways, I digress. No one cares about that,
but me and like six other people, but truly shout out to, um, uh,
Oxy and, uh, everyone else for giving love in that. I,
I said I'd pin it. So I will. You don't have to go engage with this.
I would love the repost and the like.
And the bookmark on the space, that is appreciated.
But let me go pin Oxy's post.
And if you want to give that some love, that'd be awesome.
Or just double down and say, yeah, man, Elon, Nikita, what are you doing?
Hope everyone has some fun plans this evening or not.
Maybe it's a low-key night off,
but as you're winding down the year
and getting ready to start a new one,
I would love to know what you are.
Are there any other bold takes?
Is there any takes not included in the pool, but a bold take yesterday?
I do think other side is going to surprise some people in 2026.
I think it's going to surprise people because, A, how they're building, what they're building.
They have the organic groundswell support from many of the crypto-native, the NFT-native brands specifically.
80 million daily is a good guess but higher um
casey says 5 000 daily way higher um it's higher than 80 million think about that how insane is
that 80 million daily active users um but yeah it's way higher it's not way higher but it's way higher. It's not way higher, but it's higher than that.
On the, I'm sorry, I'm catching up with the abstract chat here.
Appreciate y'all over there.
Yeah, chat to be says to be a registered representative,
you must be sponsored or qualified organization for a series six,
a series seven, 27, et cetera, but, 65 is the exception. And we heard from Matthew
yesterday who went that route and successfully done. So, uh, but yeah, series 65 is what our
understanding is the exception that you do not have to be a sponsored 120 million is almost spot
on mesh mesh. It is actually, uh, 111.8 million in Q2. So 120 is probably accurate now
because that 111 million in Q2 of this year,
that showed a 41% year over year growth.
So assuming that trend has continued,
they're probably at at least 120 million
daily active users today.
Like, I can't get my head around it.
And then I think like, okay, it makes sense that people are making money there because that is a lot of people doing something in this environment, doing something in this world.
I feel like I need to play Roblox today just to understand it better because I don't get it.
What are they building there?
What are these 120 million people doing every day? And how are they making money? Truly, if anyone knows,
I'd love to hear. I alluded to Wab. Wab or Wab? How do you say the sappy seal founder? Wab?
Wab. It's got to be Wab, right? One of the few we've never had on the show.
Open invite if you'd ever like to join us um probably should have done that around the monad uh launch uh this was a few days ago i guess
uh i know he just posted this but i'm not seeing
the original post about his comment on roblox i'll find it here in a bit and i'll put it up top
um and i understand they're building omnia on on monad playtest is live there so he's also biased
uh he's betting on betting on gaming betting on um
betting on um sorry i just i saw a quote tweet of his from garden i was trying to see the
different subjects i'm not going to go there right yet but um so november
around 150 users yesterday on roblox broken well into the top 1,000 experiences range,
which pretty unheard of to do organically,
all slowly becoming fans of Sappy.
So Sappy Seals alone had apparently 150,000 users on Roblox.
That's pretty wild to me.
Again, I just don't get it.
Maybe I just need to spend some time there.
It's, the numbers are just insane.
And so my question is, this is happening.
Why wouldn't it eventually find its way on chain?
Why wouldn't it eventually be other side or Omnia
that also has a breakout this year?
Because A, we know how the space moves.
We know how new metas pop up.
And we're seeing a lot of people talking about the kids making.
He says, there's a literal bull market happening in Roblox right now.
Every single day, my feed is flooded with posts of teenagers becoming financially free from an experience they made pumping out of nowhere.
The amount of money these kids are making now is insane.
And I think he quoted somebody who says, almost every inch of me is screaming to just drop out of school.
I don't even need to agree anymore.
Roblox is essentially giving me a path to financial freedom.
Yet somehow a small part of me, of myself is holding me back. I'm so
torn. Gosh, sounds like a 12 year old, um, probably is. And I would just like to know
more. What, what are they doing? How are they doing this? And why isn't it, why wouldn't it not be transferable to other side, to Omnia, to any of these on-chain experiences?
I know it's easier said than done, and I know the easiest answer is, oh, because there's 118 million or 111 million daily active users, which is more than all of crypto users.
So the kitty quote to me was 16.
Full stack developer in Roblox.
75 million plus plays he's been programming since he was 10.
I don't know what it means.
I don't know how to capitalize on it,
but I know it's probably the future.
It's not just e- probably the future it's not just
e-gaming it's not just gaming to make money it's there's literal kids
started programming who's a pre-teen and is printing in roblox probably because he's
now i'm guessing and maybe not six years ago. I don't know how maybe you learn to code the old school way at YouTube
My guess is with AI now is he's programming
significantly better, faster, et cetera,
because of the help of these LOMs.
Wob goes on to say there's plenty of devs based in the U S totally printing as
Guy quotes who it was from Indonesia, where sure, it doesn't take as much.
Top devs make $5,000 a month, according to this guy.
Pretty good if you're a 16-year-old in Indonesia, but that's minimum wage in the U.S.
Can't be bothered to argue these, so your last response from me, but your numbers
are wrong and I know it firsthand from other
we don't either go back and forth
now. Gotta love a good Twitter argument
might be the Roblox Web 3
versions to start the masses
Blocky Games platform where imagination is limitless 2.5 million downloads on google play i'm guessing hypetopia is a
it's first time i was following the account, but first time paying any attention to it
or seeing what they're about.
I'm guessing it must be something crypto or Web3 related since I was following it.
I'm not really out there looking for block games to check out.
Again, I'm not being mean.
I just don't get it like I understand like Minecraft
Roblox I get some people enjoy that sort of stuff I understand people enjoy
building Legos it's not that I wouldn't but to go back every single day, isn't it more fun to play Fortnite or shooting games?
I really struggle to understand what's their special sauce.
118 million users is wild.
Anyways, I'm not the expert, so I will move on to other things.
Unless anyone wants to share their takes on metaverses and gaming and what
the hell these kids are going to make so much money on roblox um yeah the reach through public
reach through gaming is much higher than the reach through blockchain tech i agree i just think
you do more with the blockchain tech and i think
i think it's inevitable i'm not saying i'm not saying
other sides inevitable i'm saying the you could do more in these world building games
with these assets yeah cool chick you're almost spot on 120 million there's 111 back in q2 um
it seems to me it's inevitable that it's going to find its
way on chain at some point maybe it's roblox and this is all for not but i would be surprised if
we don't see a few startups capture some material market share and break out in a big way because of this meta like it's look at top shot top shot was huge in 2021 well guess what happened right
before top shot went went big what was the pandemic and cardboard traditional sports cards
baseball cards basketball cards etc had a breakout moment. They were cooking. I hadn't thought about, I didn't call them baseball cards.
It's the vernacular I grew up with.
Just called them all baseball cards.
I see a few others trying to get up here.
Some issues adding, but I will keep trying here.
Baseball cards had a huge sports cards uh cardboard had a big boom right you know let's say
2019 2020 heading into 2021 and then top shot just made sense like when i first heard top shot like
oh wow this is way better because the cardboard i bought, like I got some I should have flipped.
But I thought of creating an eBay account where I would be a new, fresh account.
I wouldn't be a power seller.
It would be hard to be seen.
It would be hard to compete.
I thought of creating that account, attempting to grow that account with a bunch of like small transactions.
And then every sale having to go pick pack ship that you
know go to the post it's just like it's the friction was real and now with things like
top shot eliminated all that friction bz has eliminated that friction like these on-chain
solutions are are better but they didn't just like people just say oh i want to go collect
digital videos they saw it as an evolution from traditional cardboard
and i i think the same thing can happen in gaming so we had von fronten and dr whoopee join us von
fronten uh father of roblox aged children gm what uh help me help me understand this roblox boom
and more so how can i make money off roblox on front of me i don't know if i'll be able to help with the second one but i i did pop up when you said hey
does anybody understand what's going on with roblox my eight and twelve year old are literally
in the other room they're on level nine of the video game they're building right now in roblox
um they're building explain that to me like they're building inside of a video game and
they're on level nine or no they are building no so they are there are games so there are it's like
a game within a game right um so it's not a my my 12 year old will sit will go complete blank world
canvas and go build go build right? Nothing super complex. Nothing
or anything, but he will go
straight into Roblox. I think it's
Roblox Studio. It's on his PC.
Blender or things like that with 3D
modeling, it is a full 3D modeling.
he puts the stuff in there. He sets the rules
There is, uh, what my eight-year-old is doing right now is there's a, a game that somebody else
built. Um, it's a, whatever kind of puzzle, someone's chasing you. You have to solve the
puzzle before the bad guy catches you kind of a thing. right? In that game, there is a build mode.
And you can create, they give you all the assets,
and you can go create your own little escape,
the thing that's chasing you kind of thing.
And he has built eight levels from scratch
within that kind of build mode thing,
and he is building his level nine right now.
And I think what we're, my view of what we're seeing is in the same way, you know, tools
like AI have made it easier for people to, you know, write emails, make PowerPoint presentations, make videos, make images, do
whatever, right? Like the tool got easier so you can do more. These tools are getting super easy
that an eight-year-old can go and build games. And so I think what we're like, that was step one,
right? And I think maybe crypto Twitter is just now starting to understand like, oh, wow, like, these video games that you can play also have build mode, right? And the Roblox isn't the only one, I think Roblox is the one that just really leans into it, right? Because they are the sandbox.
Now, I think the eight-year-olds are saying, oh my God, I can make money off this, right?
And I don't know how much they're making.
I mean, I think you put the stats up there.
We'll see what, I don't know what the averages are.
I know on the high end, there are people making millions, I'm sure.
If my 12-year-old made a hundred bucks, he would consider that equal to you and I hitting
That's a huge amount of money.
we're starting to see is like there, we talked about this the other day of like, you know,
our kids all want to become content creators. Do kids want to do what are the American dream,
blah, blah, blah. They're just finding, oh my gosh, I like doing this. I like this game. I can
be creative. I can build something and oh, cool. I can make money off this. Sure, let's try it.
You're going to have a normal distribution.
You're going to have some people that make absolutely crazy viral games that for whatever
reason cook and people play them and there's an economy built into it and they'll make
And then you're going to have a bunch of people on the other end that'll maybe make five bucks,
10 bucks, 15 bucks because they get a few people to, you know, throw some fake internet money, you know, off chain at it. And there's going to be a bunch of people in the middle.
But I think it's, it's tapping into, I think the same psychology around Legos and model airplanes
and whatever of creativity. And we just found another outlet for creativity and there now happens to be a
So I appreciate everyone coming up and joining the conversation here.
We'll go to, we'll get Joey in here next.
And though first connect the dot, how does it go from,
I agree with everything you said, it makes sense, checks out.
How does it go from that to on chain whether it's other side or omnia or nft at the island or um the one by the way
appreciate the education the one that we had shared earlier um that i wasn't familiar with
it was what nft worlds became after microsoft put the plug on them so that that's
helpful that's why i was following my probably bought them as nt worlds it's none of those nfts
that ran up to like 20 even i didn't round trip that one but um go ahead what what what how do we
from these kids printing in roblox because of these tools now to the on-chain meta like it becoming a thing in 2026 i think the i talked a totally
different topic but uh in the war room this morning i don't know if you've seen that but
it was like it's about a line in sentence right like herbert he's an okay tier two quarterback
but he's not a lead yep yep no i'm with you I'm with you not that topic I threw in a
random take inside our NFL football talk
and maybe the reason why you're not seeing it
and I'm no gaming expert so
take it for what it's worth
the reason for me to bring it on chain
right if I'm and I'm notlox, what is the reason for me to bring it on chain?
And I'm not the altruistic, I want to make something better for my users, but I'm running a for-profit publicly traded business.
How does bringing it on chain make me more money?
It's better for users, I admit.
I can buy, I can sell, i can now monetize i have an ecosystem
but if i'm roblox i don't want you to sell i want you to buy more from me i never want you to be
able to buy from somebody else i want you to buy from me because that is my revenue stream
and so i think the like you would have to have the math work out where having an ecosystem and taking a rake off it actually generates more financial
value than just people continuing to pump $2, $5, $10 Robux purchases so they can buy the next thing.
So I think that's the thing in my mind of like, forget all the stuff you can do with the technology and why it's great for the user experience. I think no one is disagreeing with that. You have to have a reason of why Roblox or Fortnite or whoever will make more money on chain than off. Unless, and this is where Yuga and other side are different, they own the chain.
and this is where Yuga and OtherSide are different,
So the reason, you know, if OtherSide wasn't on ApeChain,
I believe Yuga would be building in a very different way.
But because OtherSide is on ApeChain,
and they're going to make money on the ApeChain side,
assuming they don't, I don't know,
maybe the burning of the ApeCoin maybe makes that different now.
But because they own the whole vertical,
they have multiple ways to make money
They can build differently
than if the only way I can make money
is by people buying digital things
from my platform in perpetuity.
And I don't see Roblox rushing to come on chain i agree but the reason others might
build on chain you talk about being better for the user it's it's the same thing with the apple
app store it's roblox has taken a huge rake like 30 to 40 percent and i understand like oh would
you rather have 60 percent of the revenue when you can reach 111 million daily active users versus a hundred percent or 97% of the revenue of 1100 users?
And I guess maybe I'm just, I'm older and I saw people, I've seen massive behemoth corporations that people thought would never fail.
They had a stranglehold on market share.
Companies like BlackBerry and Nokia become dinosaurs and get leaked-frogged by Apple and
Samsung, who were not relevant.
Like, BlackBerry owned the game, and people weren't getting in the smartphone hardware
game because it was BlackBerry's world.
Apple's first phone attempt failed miserably it was
the motorola rocker for you other fellow cell phone arch arch arch archaeologist um
random we'll go we'll get we'll go right back to von for account uh response and then get joe
joey and dr whoop in here thinking through my next studio i think i might bring back my instead
of having like my burbs that are still in the box i'm gonna leave them in the box in case that thing
actually does cook and i'll sell it to someone like zane for that unopened box for like 10 grand
in the year 2020 2035 um i think in at least in addition to my web3 merch and toys and vinyls,
I'm going to bring back the cell phone museum.
You probably couldn't see it because it was just one small,
my last place where I had just like the e bookshelf behind me on that
bookshelf was the, an OG Motorola razor, but I've got a, I've got a pre,
uh, uh, like I've got a selfie cell phone museum that could,
could, uh, have its own exhibit
in the Smithsonian. So I might bring that back.
Go ahead and respond and then we'll go, Joey.
I will not be responding on cell phones.
you bring up the classic innovator's
for the large incumbent to
That they have to stay on kind of the tried and
true method because they have to focus on short-term goals right and so and it's and it's not
that it's a bad thing right i mean they they showed they got they got to that level of success
roblox is doing fine go ahead it's like you know's like, it's like some of these companies have never seen or heard of Kodak or Blockbuster. And you might laugh today. They live through this innovators dilemma, like they had the world in the palm of their hand.
camera and chose not to ship it, chose to keep it under wraps because they didn't want to disrupt
their current business model. And they lost that game. You know, Blockbuster could have bought
Netflix for like, I don't know, $10 million. No, we don't need to do that. We're Blockbuster.
Go ahead. Sorry. No, no, you're fine. No, so I mean, so you're right. I think it's a real risk,
right? And I, and you, you framed it on like, right. it's price versus volume, right?
I can probably get a better price for my app if I go build on the other side.
So I'm going to keep a larger proportion of what I make there.
But I'm going to go to thousands of people, not millions of people.
And so if I'm a builder, I have to figure that I have to do that math.
And so that's why you have incentives to the,
I'm just going to keep using other side as the example. But that's why you have the incentives on the other side to say, hey, come over here. I know you can make more money on Roblox right now. Come over here. Here's some incentive. Help us build this thing out. If our bet works and we all make this, you know, and we get to the level of distribution, you will make way more here over a longer time period than you would over at Roblox.
will make way more here over a longer time period than you would over at Roblox. You just got to be
with us for the first few years and we'll try to help make that work out. I don't know if that's
how Apeco and Yuga are operating. It's how I would probably shape it. But it's going to be any
startup, you're going to have this growth period where you can't offer as much as the big guy.
From a big guy standpoint, you have to then look, and I've been the big guy in other industries,
you have to then look of like, okay, am I really worried about them? Yes or no. And you're going
to be right and wrong on both sides. You're going to see a bunch of people that are like,
let that startup figure it out. I'm not worried. They'll be gone in 12 months. And you're right about a lot of those, right? Thank God you didn't invest
a lot of time and energy and you were able to focus on your core product and building your
brand, right? There's going to be a bunch that are small and you completely ignore and they become
Netflix. Shit. And then there's going to be a bunch of ones that look really impressive and have all this hype that completely fizzle out.
So it's a strategic move.
It is something that I'm sure somewhere in the Roblox ecosystem, executives are talking about, hey, let's keep an eye on this blockchain thing.
If we see XYZ market indicators, we're going to need to pull the trigger on blockchain.
I don't know what those are, but I'm guessing because of the relative size of off-chain versus on-chain gaming,
that it's not something that is too high on their radar.
But I would say they'd be foolish not to have it at least somewhere on the radar
and checking in on it every whatever three to six months
cap are you muted okay i thought that was just me i i thought maybe he was doing a emphatic moment of silence jack Check. Can you hear me now? Check. Check. Yep. You're back. We gotcha.
keep fishing said I was super quiet and asked if I was super quiet for anyone
else. And I was, I went and messed with the game a little bit.
I turned it down too much. You are still, you are still pretty quiet.
How about now? Is that better? Check. Check one, two. A little bit better.
Yeah. All right. I'll, I'll mess around with it more later, but we'll just crank it all the way up we're gonna set it at negative 69 which is way
too much for gain i think but um this is a crypto show so we're gonna lean into the meme
joey go ahead the the mic yeah it's funny uh i just i watch a lot of shark tank and you guys
were talking about like you know roblox versus versus other side of Mark Cuban always says this thing when he's like
would you rather have a hundred percent of a grape or 50% of a watermelon?
And every time you guys talk about like comparing like the rope,
the take that Roblox has versus other side,
I always go back to that Mark Cuban thing.
But so two things for me,
right. For christmas for birthdays
one of the things that like you can that makes roblox so simple you can literally give a child
a birthday card with robux in it and they can just take that robux card load it into their game and now they're off and running
buying doing whatever it is that they want to do right and we also have that with obviously the
apple app store and a few other things in my opinion and this is conversations we've had many
times in this space is that in order for us to because what you're talking about on the other side already exists in robux
right there's affiliate programs there's selling items there's all these things that already exist
right in order to to move people it for me off of these you know web 2 style games into blockchain
games is we have to find a way first and foremost to make it easy.
I want to be able to, so if I want my child and my kids are still young, so they're not,
they're not, they're not playing Roblox yet, Roblox yet. But if in five years, when they're
of that age, I want to be able to, if, if, if I'm going to choose Roblox or other side,
I want to be able to give my kid for their birthday, a hundred dollars, uh, that let's call it ape coin or whatever it is, right. Via a gift card that they can just
sign into their account, put in the last, you know, the 16 digits on the back of the card or
whatever it is. And now they have money to go explore in other side. And maybe that will happen
one day. I'm not sure if it will because of the way blockchain works, but maybe that will happen one day i'm not sure if it will because the way blockchain
works but maybe it will so i think that's one of the biggest hurdles that anybody building
on chain is going to have to overcome in in the conversation of roblox minecraft versus things
like other side is how simple is it can we get our children money or access compared to right now? Because
that's, that's the only way I think people will move over. And the second thing is
user generated content. Why, why do kids like their kids today? Like my nephew,
he literally sits in front of his computer for hours, just watching people on YouTube
play and build in Roblox and Minecraft, right? Like it's, it's become so popular. And so like,
as a form of entertainment that these kids then become hooked and they want to do it.
They want to go play the game. They want to build, they want to be part of it. So I think if, if other side or any of these other platforms can find a way to, to get
with, you know, these, maybe they build their own, you know, maybe it's an in-house streamer
that just all of a sudden blows up, but like, but there, there has to be a way you have
to get kids to fall in love with it.
And I don't want to use the word addicted because addicted
typically has a negative connotation but these you these kids have to just have this love and
desire to want to play all the time and that's what happens with all of these content creators
that are that are on roblox and minecraft and then the third thing i do think too, is the stigma. We still have a really negative stigma when it comes to crypto.
And until we can clear this stigma of the, the, the crime season, the hacks, the, all
these things, I think parents are going to be that aren't, aren't us, right.
Aren't us that are in this space, but I think parents are going to be very skeptical with allowing their kids to use cryptocurrency and be on blockchain when we have this negative
stigma. So a couple of thoughts. And also Jonah, I saw you fell off. I'm trying to add you it's
failing. So maybe do a quick lap and come back. I am genuinely curious your take on this. Oh,
I am genuinely curious your take on this.
Oh, now it says you can speak.
now it says you can speak. So I don't know. X is doing its thing.
First thing, my first thought was crypto gift cards.
Like, forget having to go and buy ApeCoin.
Get an other side gift card that happens to be loaded with ape coin i know this may like
some of you probably rolling your eyes at me like oh yeah sure what joey just described is real like
i'm not going to go buy my nephews actually i did buy him a switch game this year normally what i've
done in the past i just give them a gift card and they can be wherever they want like and that's not
that's just for i mean i guess if they want to use it for in-game purchases, they can or in-game assets.
I also understand there is this stigma of crypto is bad.
Gio in the chat, I appreciate his takes, says blockchains become more of a hindrance and a liability in these game economies crypto is good
for money deposits withdrawal and that's about it i respectfully disagree i do agree that i think
part of what her or the adoption of on-chain gaming was the tokenomics was the in-game economies.
They weren't sustainable.
Most of them were done poorly.
I think of Axie, the boom it had, and then the unwinding it had.
I think of Zed Run, same thing.
They had something special.
I don't know who was advising them on the tokenomics front. When I say tokenomics, it's not just their Zed token.
It's how they're introducing new assets, how they're removing assets from the game, how you have a fair entry-level price point.
All that stuff matters, and I don't know if anyone's really nailed that yet.
What I asked Gio was – and this is not a shill.
I'm not on a level of Machiavelli in terms of other side bull
I've not sold any of my deeds because I do think
what they're building and they're not giving up
and how they're doing I think there is a
in the range of outcomes they catch lightning
in a bottle and it becomes a big thing
Joey the same question when's the last time
you went on other side and played around because
they've done a really good job of hiding the tech.
You can access it from your browser.
I mean, I would encourage you to download the launcher.
But you can access it from your browser.
You can run around in there.
You can get ApeCoin from someone.
You can get assets in-game.
You own those assets in your wallet without having to ever really know anything about crypto.
They've done a really good job of obfuscating the tech
and they're not getting enough credit
from that on the timeline.
that doesn't guarantee other side is gonna be successful,
but we are light years ahead of where we were in 21, 22,
Quick comment, Joey, and then we will.
I think, like the maxis in this space hate
when we say like you have to obfuscate the tech but that that's the reality, right?
To give people the ability to sign on with email pay with credit card pay with apple pay
Never have to worry about crypto or whatever and that's one of the reasons why we went multi-chain and went to base because
base gives us the ability For the ability for users to off board. So if you go into BZ
and you, you played a claw machine for $250 and you hit a $5,000 card and you decide to swap it,
we need to make it really simple for you to take that money off if you want without having to
export private keys, create a Meta mask or a Rabi send to
a descent, send to an exchange, then do a wire to your bank account.
So obfuscating the tech is 100% important.
If you're going to go after the web to audience, because it needs to be simple.
But the comment you made about the gift card thing to me, again, I think that's just a
now moon pay and all these other that exist allow you to simply put a credit card and and buy crypto
now the fees are a little crazy but you can just really buy crypto anytime you want pretty simply
with a credit card nowadays but again to your point I still think until we get to a world to
where I can just, I don't like my nephew's nine. It's like, I don't know what to get him for his
birthday. Oh, here's a $50 Robux Robux card. Go have fun. I think until we get to that point,
I just think it's going to be really difficult for parents to, to, to help their children get
into something like OtherSide.
I think it's going to, and maybe we do get there.
Maybe we get gift cards, crypto gift cards at some point.
But to me, that's the biggest hurdle I see right now
when it comes to onboarding these people
from these other platforms is really how simple it is
for them to get on and off that platform.
Fair. Don't disagree. disagree also since you're on the
stage no pressure or obligation but if you i was we're going to do a bz claw pull this morning i
just i just saw you can't you can't because flow is flow evm is still down from the hack
so our whole website is still down i had had no idea. I saw the hack.
I had no idea it's still down.
So flow, so I'm not a dev.
And I mean, I know a good bit, but I'm not a dev. But apparently the flow side is up and running.
So things like NBA Top Shot, like that stuff works, I think.
But the EVM part, which is what we're on is not up yet
so none of our stuff has worked since the hack so we're going on like four days or something
like that of like completely being down of not being able to use anything you better get that
bass switch turned on real quick.
Do you have an ETA on that?
Is it like January we think?
So here's what we will do today is,
by the way, Diego's wishing both of us a happy new year.
And then we're going to go Dr. Whoopi and then Jonah Diego.
the question was asked to me,
do we want Panda jamone one more time?
I was told if I want to go grab some today,
I think I go to the place before noon,
if I don't go get the Panda jamone today for new year's Eve,
I've been told I won't have it again until next holiday season.
I got to go basically 11 months without Panda jamone in my life.
So unless you make it, unless someone makes it for you at home,
most, most Latin grocers and stores only stock it during the holiday season.
I might, I might be, I don't know.
If this crypto thing doesn't work out and my, my bold takes are wrong,
we go to zero next year. We might do cooking with cap.
I might become a, uh um a latin chef
uh latino chef or at least my best impression of one um so yeah panda jamon i guess is on tap today
diego if you disagree let me know but i think i'm gonna have to make the uh make the trek i'm going
to super bravo and uh panda jamon i'm basically honorary latin at the lat Latino at this point. Dr. Rupi, GM, welcome to the stage. I think first time caller now.
Yeah, first time I ever speak in your space.
So thank you for having me.
And I have to be very honest here
that I'm not so well versed in all the technology startups
like what you guys are talking about.
I was just reacting pure on how my kids are gaming.
Cool, love to hear it and my apologies for
it's a right to you after my oh no that's okay that's okay i've i'm very patient so
that's okay it's great listening to two insights like this um learning a lot from it um but i've
seen my kids grow up through PlayStations and everything.
And I don't think Roblox alone, even all the other games.
And some of the takes that I had were already spoken about.
The accessibility, the reach, the video content that they are creating,
even if they're doing it themselves.
Their behavior and how we as parents act with them on these games, like what was
said before, birthdays, Christmases, every other holiday that gifts are being gift out,
is the network is in time so much more advanced than ours in blockchain technology,
like YouTube started decades ago, right?
Like while we were still trying to find ways on transferring money
and getting up wallets, not hacked, that sort of things,
is indeed what I forgot his name.
I don't see him on stage anymore. He was saying about accessibility, about reach, about the easy buttons.
And I think games like Other Side, once they tap in, hide their technology,
and it becomes easy clicking.
What you now see in all these games where my kids just swap from one side to the
other to get a new pack or a new thing, even if they're don't having bank accounts themselves
and just ask, hey, dad, can I do this?
And continue playing in a pace that we never will be as older persons because they're so
persons because they're so fast, right?
Like they're so they're learning with their eyes that as soon as we open up in a way that
the blockchain technology hides and it's just two clicks of a button and they have what they want
and it becomes an on-chain incentive stream towards the producers, towards the people that deliver,
stream towards the producers, towards the people that deliver,
then you open up the whole world and start catching up the whole YouTube
live stream. Because that was also a point that I was hearing earlier is like,
my kids, if they're done playing, they just fall over on the couch or on bed.
They open up YouTube and they start looking at these streamers doing the same
and they start looking at these streamers doing the same game, the same things, right?
game, the same things. Right.
And that part of it, I think, is so far ahead still,
because there's more money in YouTube, there's more money in all these channels
at this moment than we're seeing on X and everywhere,
that as soon as that catches up, including the gift cards and that sort of things,
on-chain gaming will catch up with whatever is happening in Web 3 or in Web 2.
And just to double tap on something before I go to Jonah here is,
yes, YouTube, Roblox, Minecraft, they all have the benefit of time.
They all have, maybe not even first mover advantage advantages and accurate, but they've been here.
They had that during the pandemic.
And I think someone else mentioned that earlier.
I apologize for not giving proper credit. But someone in the chat was talking about the COVID explosion.
The other thing they might have missed is the opportunity.
COVID was a super booster for both Roblox and Minecraftcraft just like nfts web through gaming unfortunately web through
gaming missed that opportunity i agree i i do think that was a big and just like apes caught
lightning in a bottle part of that was coming out of the pandemic and people being bored at home and
looking to connect with people and humans and friends same thing in the world of roblox minecraft and fortnite if i
were to guess you talk about i don't want to be rude but i have to hop off my family from australia
just celebrated new year and is starting to call family to wish everybody so i don't want to get
rugged off the stage no no worries appreciate you joining thank you well thank you good luck
I think, and a part of that, you mentioned the user-generated content.
I think that's a big deal.
And I think you want to talk about user growth and that 41% year-over-year user growth.
Is the financial upside the opportunity to make money in there?
But I think, as we were talking like what advice do you give your kids?
What do kids want to do today?
And a lot of them want to become content creators.
They want to become streamers.
They want to – this is a vehicle to do that.
It's becoming an expert in these worlds.
And you can build a business just by creating that user-generated content.
just by creating that user-generated content.
I think that's helped the growth of all those platforms,
Roblox, Minecraft, Fortnite, et cetera.
But I also think this space is,
like, that's in the wheelhouse
and most of the active participants here.
It's just, there's gotta be some missing components,
And maybe it is AI clipping.
Maybe it is a tool like Jonah's building.
I think there's something still that to have that breakout moment.
I'm not, maybe it doesn't happen in 2026.
I just, for everything we're seeing in the world of Roblox, Minecraft, et cetera, for
the advancements that the crypto natives have made
I feel a lot more confident that the
breakout might come in 2026 than any year
I felt prior to that. Jonah, thoughts on that and feel free
to take it whichever direction you'd like.
I'm listening to the conversation
and I just think people are completely
getting it wrong like what
and why other sides having issues.
No one cares about the blockchain.
And there's no entertainment factor that makes it engaging.
Roblox already has its own chain technically.
It's definitely not decentralized,
but they have what's called our limiteds.
They're tradable Roblox assets,
just like you could trade NFTs on the other side.
It's just like if your entertainment product
is leading with we're on chain,
it has no meaning to anyone.
It's not a function that kids care about. It's not a function that kids care about.
It's not a function that game devs really care about.
It is something that should just exist,
but it cannot be your sales point
when you're building a gaming platform.
It just doesn't make sense.
Are people doing that now, though?
I mean, is that their lead?
Like, oh, we're on chain?
Well, when I hear about the other side,
that's all people talk about.
That's all people have to say about the other side.
I just don't see people like...
The content I'm seeing is not...
They're doing things in there that might only be possible or it's easier because it's on chain but
i don't see people like leading with that it's like this is why you should jump in the other
side well i'm just saying what i'm hearing in spaces because like trading assets is like
most people kids on roblox are not doing that and they don't they don't give a shit to do that like
their psychology is completely different than adults, which is
adults want to trade assets to make money,
shit to show it to their friends.
And the making money part happens
on how many people play their game.
think about it like a YouTube channel.
Where you're not trying to sell it to
someone else necessarily, but you're not trying to sell it to someone else
necessarily, but you're trying to grow an audience so people want to continue playing your games.
And this is like another thing people miss. Like these kids know who is making the game.
Like they know who they are because a lot of the YouTubers who started on Roblox playing Roblox
ended up becoming developers as well. And they're like, oh my God, it's like Pikachu 519's island.
And then it's a piece of content.
It's like interactive Netflix,
but it has nothing to do with trading assets.
It's all about, hey, I was there
when Pikachu 51534 created his island
And maybe in five years, it's worth $1,000 and that this cool hat. And maybe in five years it's worth $1,000
But they're not thinking about
any of this transactional shit at all.
I watch my nieces and nephews
literally three feet away from each other
and play and they play the game. And what Jonah's saying about like trade, like trading, they don't,
they're not trading because in my, from watching them, this is just my first person perspective.
They do trade stuff, but they trade stuff, not because of like monetary value. They trade stuff
oh, well that look, that, that's just something I want.
Well, you have something I want.
And then they just like send it back.
Like we literally had to mediate between my,
my niece and nephew because,
and one of their friends,
because they were supposed to do a trade and maybe blockchain solved this,
but the one person didn't send what they were supposed to.
So we had to get the parents involved because that one was crying and whatever so they do trade but they don't trade
like we trade here in this space where it's like you know for rarity and for value they're trading
just because they're kids the same way you would trade your gi joes some days and you know. Yeah, I...
Again, I had the request up,
so feel free to throw another request if you'd like.
I think it's probably somewhere in the middle.
Like, I'm not saying it's the lead reason.
Like, this is why other side is, like, not... I is why other side is not...
I mean, other side is doing pretty well, given all things, right?
But if the only thing that makes the other side more interesting
is just trading and finance,
kids are not going to be interested.
And adults don't have time to play games all day.
the only thing I think it's
Roblox, Fortnite, Minecraft
this concept of an open world building inside the world
yeah I don't think leading with oh it's on
chain is the answer but I think leading with oh it's on chain is is the answer
but i think it's it enables things it makes it better for the user it makes you you even even
the user doesn't give a shit like that's what i'm trying i'm trying to explain it to you is that like
today's user doesn't give a shit maybe i don't think so i don't think tomorrow's user gives a
shit either i'm gonna be be honest. Because for people to
care about finance, they have to either one, have some sort of knowledge or education around it,
or two, that is something that they may lead into a career. And the average person, the billions of
people in the world, being interested in finance is not a major thing. The idea
of showing off to your friends
and playing an engaging experience
is a hundred times more compelling
than the idea that they can balance
the budget inside a video game.
We have to go from first principles
and this is just what it is.
Do you think there'll be another
do you think there will be
Roblox, Minecraft, Fortnite?
they've captured too much?
No, there's always a new competitor now will they will they beat out the other um competitor
i don't know i think it's really hard once you get to this level of of money making just because
you can outspend and outbuild and out develop you know it's just there's levels to the game
but i'll give you an example arc Raiders just came out a month ago.
They're doing 300,000 plus players every day.
And the physics, the movement, and the replayability of the game
have people treating it kind of like UGC,
where you can't build anything in that world yet.
But the type of gameplay you have is very metaversal in and of itself
um i encourage you to go try the game or at least go watch it to see what i'm talking about
but with with arc raiders uh the whole game it's not about building things it's about actually
extracting things in fact arc raiders is the closest thing to a crypto type of game that people would want to play and it's not on chain or tradable assets but
you go into a game you try and steal loot from each other and because there's
like friendly fire calm like live comms like all these cool little social
features in the game you can decide to team up or betray. It's like Among Us, but as a shooter game,
and you have these like metaversal style role play experiences that you can experience and
craft for yourself, right? And so now the content is the game. But again, nowhere in Ark Raiders is
it like, oh, I collected these five rubber ducks worth 5,000 credits. I wonder how much real money I'm going to make. Because the actual play to earn, and this is why I built the thing that I built, it happens on YouTube, Instagram, TikTok, and Twitch. Because you can spend $0 in Roblox, but get a million views on youtube and average ten thousand dollars a month
yeah i mean i don't disagree with you there that is the the real way to monetize
gaming is by way of content at the same time i just i can't forget about
vitalik's story and part of the catalyst of Ethereum
was him getting nerfed in World of Warcraft
and losing his character.
I think about the people that play Madden
and they lose their ultimate team every year.
The idea of owning your assets
America was founded on the idea
of a bunch of white people who own slaves
to have sovereignty from the UK.
And now the U.S. is a multicultural entity that doesn't believe in slavery.
So the moral of that story is just because it started out with a certain message by a certain person doesn't mean that that's how it remains.
Wild analogy here on Coffee with Captain this morning.
Happy New Year, everyone. We're talking about the slave trade and how it relates to modern gaming
I'm going to choose what you'd like.
wasn't on my bingo card that Ethereum would somehow be related to slavery.
but that's Jonah for you,
and I do need to credit the chat.
Both Payne, our producer, and Von Fronten both agree with Jonah.
I'm not sure if they agree with him about his Roblox take
or the modern-day comparison.
I'm going to go out on a limb and say it's with the gaming aspect
and not so much the geopolitical, socioeconomic aspect of slavery.
But I think I don't know a tenth of what Jonah knows
when it comes to gaming and the economics and all that stuff.
I will just, as a rule, kind of defer to him that he knows more about this shit.
But what I will say is we're focused a little too much on, like Jonah said,
the economic side of things when it comes to these games,
when it comes to the other side.
And fundamentally, the game just has to be fun to play.
Right now, and I've gone, I've played,
I've spent a bunch of time on it,
and it's like we're still in that very early stage.
I think it's still kind of like an open beta
where you can go and do a ton of cool stuff.
I don't play a ton of games,
but I think that the world is cool.
The environment is very rich and detailed
and the physics are cool,
but we need that next step, right?
In order for anyone to give a shit
and really start playing,
we need that next step of actual things to do on there.
Games with like a very clear direction,
a very clear goal and outcome not just
like what they have now is basically i look at it as like a giant training session so like all
those games that you can go and play is more to like teach you how to jump and run and fly and
all the things that you're going to need to do later um i think in 2026 that's where we're going
to start seeing them push much more specific games with specific outcomes that you can win or lose at.
So that's what I'm excited for.
My theory from whatever it was, three years ago, two years ago, was that CODAs, if other side hits, CODAs will end up flipping apes.
if other side hits, CODES will end up flipping apes.
I think that we still have to see all the resources,
all the things that you're going to be able to do
to actually extract stuff and build stuff on the game.
And all indications are that that's what they're racing towards
and that's coming in 2026.
So this is part of the building in public.
And the downside of it is that people are going to poke holes in your product because it's not finished yet, right?
So I'm still remaining incredibly, incredibly bullish on the other side and the team, and also their acquisition of the Unreal product that they got.
So again, everything shows that they are dedicated to this and they're
just going full speed ahead um i do need to jump it kind of sorry not not your fault you guys are
having a great conversation but i've got a call that i need to jump on too but i would be remiss
uh cap if i didn't first say thank you i'm a big fan of the show man i listen almost every morning
often on uh on anon just because, just because I don't want certain people
knowing that I'm on and listening to Twitter spaces
when I should be doing something else.
It was great meeting you in Miami.
And yeah, dude, again, would be remiss
if I didn't say today of all days, go Canes.
I hate you today, but tomorrow I will love you again.
Well, good luck to your team down there.
But appreciate the kind words. Great seeing you in Miami as well.
And yeah, truly appreciate the kind words. Means a lot.
And you were talking to my heartstrings with the Coda take.
I've been saying that for a couple years,
that Codas are going to be the earners on the other side.
And it's yet to come to fruition, but I remain long deeds and codas.
I know it's very difficult.
I know it's a big Herculean effort, and it's likely to not work because it's hard, and
they're fighting massive behemoths in that space.
I didn't say I was bearish, by the way.
I'm saying that these are the wrong questions to ask if you want this to work.
what questions should we be asking,
in your opinion, to make it work?
Do they have a flagship experience
to showcase the value of the metaverse?
For example, when I play Fortnite,
I don't go to play Steal a Brain Rod,
which is their number one UGC game, I don't go to play Steal of Brain Rod, which is, like,
their number one UGC game right now. I go to play no build, and I go play, like, their latest season,
right? If it's the Simpsons or some shit like that, like, whoa, that's so cool, and then I go try the
other shit, right? Roblox is a very rare exception because it's... Roblox was started in 2006. They've had 20 years more
of building than other side has had
to develop, right? So, like, you
cannot build Roblox as Roblox
again, right? It's just not possible.
Minecraft, they have a flagship
experience. It's go defeat the Ender Dragon,
flagship game that gets you into the metaverse.
GTA 6 will have the same.
They're going to add their campaign, right?
And GTA 6 will be a metaverse.
I already know several development shops that are building on it right now that are Roblox developers, right?
So they need a flagship experience.
I think the second thing is their physics need a lot of work.
Like jumping, vaulting, flying.
People think games are about story.
They're about the way your character feels
and how it responds to an environment, right?
And if you have good physics,
then you have good bones to make good gameplay. And if you have good physics, then you have good bones
to make good gameplay. And if you have good gameplay, then you can have a good metaverse,
right? Like we have to think again from the first principles of game design.
And the physics are right now too, from what I played before, too floaty,
like jumping is a pain in the ass, like vaulting doesn't really exist. Like there are all these
things that like you don't really interact. Like, they're all these things that, like,
you don't really interact with the objects in a meaningful way yet. Like, these things need to
be ironed out before you even talk about trying to reach the mass market. Now, Roblox, again,
exception. They don't have the best physics or any of these other things, but what they do have is
they have iPad kids. Like, You can't compete with iPad kids.
iPad kids are just a different level.
It's just a different type of thing.
And Other Side is not going to get iPad kids yet.
And so it can't think like...
Other Side cannot think about building Other Side
the way that Roblox existed
because Roblox has the privilege of existing in the year 2006
yeah where there were no metaverses agreed um i agree you also mentioned like so malik said
something too and you you kind of followed it up there like he mentioned it seems like it's like
an ongoing tutorial i agree it's like i i've gotten bored with it i'm not in there every day
because i feel like I'm just finishing
doing another chapter of a tutorial.
It just loses my interest.
I understand why they're doing it.
It's just not something I get excited about doing on a daily basis.
I wholeheartedly agree they need their flagship game,
their flagship experience in there, just like most chains do, Monad.
You need something. The builder of the thing, whether it most chains do. Monad, you need something that the builder of
the thing, whether it's a world, or a chain, that native team should should have some lead flagship
experience that brings other people in, and then you'll get the other builders and some of those
could take off. I just I think it is key. And I think, I think it'll come. It may not be the next one.
It may not be the one after that it might be four or five iterations from now
and they hopefully hit one, but I agree that is really needed.
I also can appreciate it's, you know, as, as grateful ads in the chat,
it's like it's pre alpha still very early.
They don't have the 20 years that they've been building. Mikey, Mikey Pudgy says, you know, I grew up playing MapleStory since 2005.
You know, that is a huge edge in this stuff on many fronts.
I do, before we go on, we'll go back to Joey here in a second.
I had this pulled up a second ago.
Congrats, first of all, on your success on ig uh you finished
the month over 10 million views and and wrap it up with i'm discovering what kind of content i fit in
i don't think i follow you on instagram i can head over there shortly is it are you
is your content there is it clips from live frame any any alpha you can give us here if we want to
grow our our IG following?
What sort of content did you discover?
You're asking me about what I would do now on Instagram?
Yeah, just on the stream here,
I've got pulled up your recent month
with over 10 million views on IG,
not including other socials.
It's going to be a great 26.
I'm discovering what kind of content I fit in.
would it be worthwhile for others
to pursue a similar content vertical?
What are you, how are you growing your IG, I guess?
Yeah, I mean, so what I do is I stream first
and it doesn't matter how many people watch me stream.
It could be one person or it could be 10.
My CCV is immaterial to me.
I'll go through a list of interesting news stories and talk about them.
I'll play games and I'll just try and be entertaining.
I imagine myself having an audience, which maybe that's like fucking psychopathic, but that's how I do this.
I imagine that I have an audience that's
even if they don't exist,
Live Frame running in the background that's
looking for clips that it deems
viral, and it'll do scores.
I also have an editing team as well,
so I have both, but the scores do
help. I'll look at Live Frame and I have both, but the scores do help.
I'll look at LiveFrame and I'll say, I don't have to necessarily use the clip,
but if there's a part of the stream that had a higher than average score, I'll go, okay,
maybe I'll grab that based on like what the AI liked, right? Every story that I talk about,
I don't write a script, but what you look for is a five-second hook that's interesting and then like a reward at the end.
So I'll give you an example.
I had a video yesterday, Get 50,000 Views.
It was about the criminal in Africa who pretended to be a disciple of God, right?
I said, this is the worst criminal in Africa.
So like that hook is like, oh, well, the fuck is he? Who is the worst criminal in Africa. Okay. And so like that hook is like,
oh, well, the fuck is he?
Who is the worst criminal?
Like we know the story is going to be about a bad criminal,
but we need to know more.
And so then I talk about, you know,
this guy named Ebo Noah who, you know,
defrauded millions of dollars in Africa to build pretend arc ships.
You know, and then from there,
I'm learning about what the audience likes
because I'm looking at every second of my shorts
as a piece of gameplay data.
Like I'm looking at retention metrics.
I'm looking at where in the video are they liking the clip.
I'm looking at demographic.
I am treating it like a data science experiment,
and I'm doing a lot of A-B testing.
I'll have two different versions of the same video posted on two different accounts
and see why one hit versus the other didn't
in order to try and understand the algorithm.
So I think if you want to grow your views,
you kind of have to think about it as a game designer or a game dev
or just a general data scientist.
Yeah, I don't know if that really gave enough insight,
but all of my videos that go viral are from me live streaming
and then it gets cut up into producible, interesting content.
And then inside those edits,
I have a lot of data science to back every single second of that clip.
So if I were to attempt to TLDR that, you're creating content, talking about things you find interesting, whether it's the 2025 version of Noah and this fake flood in Ghana.
But you're doing that while you're streaming a game.
So you're playing a game, you're streaming that,
I can play a game or I can just talk about the story.
It'll depend on how I want the clip,
but normally I talk about the story,
and then what I do is I take existing game clips
that I know will entrance people and then overlay it.
So I'll give you an example.
Like Minecraft, people love watching Minecraft.
So I'll have Minecraft running in the background of me talking about the story and then people are
watching the Minecraft clip but they're listening to what I'm saying and they may see like I encourage
you to just watch one of my videos to see what I'm talking about because it's better to explain
it visually. I get it. But whether it's GTA or Minecraft or Roblox or something of that nature, like every part of the frame is
gamified to capture your ADD. So like the lower frame is me talking, the upper frame is little
memes revolving around the story, and then the frame around both of those is gameplay of Minecraft or gameplay of something.
So every part of the clip is trying to entrance the person into not swipe over.
Because the less swipe overs that they make, the more the algorithm will distribute my content into their system.
Yeah, well done. I understand the format.
So let me ask you this then, because... my content into their system. Yeah, well done. I understand the format.
So let me ask you this then, because I should probably look at my IG.
I don't think there's anything on here that I can't be sharing.
It's actually, it's exactly what you think it would be.
This one here from a couple weeks ago, someone shared GameStop stole your girl.
136,000 likes right below that.
It's the girl he was talking about.
And then GameStop comments employee of the year.
Like on X, at least previously, maybe it's changing.
But if I were to, let's say, spend the next three days talking about football and nothing and not crypto I I would lose some of my I wouldn't hurt my alcohol I would lose some of my I
wouldn't start I would stop appearing on a lot of people here that follow me for crypto
content not for sports content are you just going anything and everything that you find interesting, you're talking about that's not like gaming, it's not Ghana criminals, it's not Best Buy,
it's just you're just talking about whatever and you don't, that's not a negative, that's not a
ding on the IG algo. Is that accurate? So the way that I do it is I frame what I'm going to talk
about in the confines of tags rather than the topic. So like my main tags in order to manipulate search is tech, news, clips, business, finance, AI, and then sometimes gaming.
So anything within the confines of those tags, I'll talk about it, right?
Like the Ghana criminal, you could argue that's finance, right?
Because he's stealing money, right? Because he's stealing money, right?
GameStop stole your girl, right?
That had 4 million views on my Instagram.
That one was, you know, business and gaming, right?
So like, I'm not, you're not going to see a video of me talking about the new Gucci purse that just came out
That doesn't follow my tag guidelines, right?
Now, sometimes I'll go outside the norm if I think the story is going to be really hot.
Like a good example is Stranger Things thinks you're gay, right?
Like that was like one of the hooks, like Stranger Things thinks you're gay.
Well, I mean, like that is such a large topic.
And so many people are going to be searching for that on social media
where it just feels like free game that by not grabbing that clip,
I'm just, like, leaving views on the table, right?
So, like, sometimes I'll go outside of my boundary to test what I can share.
Now, the Instagram and TikTok algorithms in X, they're all different.
They all are variations of like a similar philosophy. With Instagram, my goal is to
do whatever it takes to get to 10,000 followers. Last month, I had like three or 400. Today,
I have 2,000 something, right? Because once you hit 10,000
followers on Instagram, you're enabled to monetize in the same way you do on X, but it has a way
higher payout. Like I know people making like 8,000, 10,000 a month, just making Instagram
videos, right? They're, they're fucking, they're cooking. The reason I want that is all algorithms have one founding principle, which is they want to keep you on that app for as long as possible.
And anyone who can provide that core value will either get boosted, monetized, or put on a pedestal by both the algorithm and the executive team.
or put on a pedestal by both the algorithm and the executive team, right?
So if the goal for Instagram is to keep people on there for 20 seconds longer than if they were on X,
then it doesn't really matter what I talk about as long as it keeps people on the platform and swiping on the platform.
So if I have 10,000, meaning I monetize, plus I can retain the amount of users that are staying on Instagram,
then no matter what niche I eventually pick on Instagram,
Instagram is going to want to boost that.
So that's what I'm preparing for.
I'm like, I'm launch padding myself.
Now on X, I already have that, right?
That's why I'm in crypto.
I'm not changing X because I already have 90,000 followers
and blah, blah, blah, bullshit, bullshit, right?
On YouTube shorts, I'm going to
do the same thing as Instagram until I hit like a certain metric. But each one of those channels,
I'm going to turn into different topics. So like on Instagram, it'll probably be like entertainment
celebrity bullshit news. On YouTube, it would probably be prediction markets, content, and
gaming. On Twitter, it's going to be fully crypto.
And I'm going to treat each channel like a different slice of my personality
because I'm more interested in being the brand than in being the niche.
Because when you're a brand, you can go into many different niches.
Well, congrats on the success.
You know, I mean, just one very simple one is he mentioned he's using using tags like hashtags matter on Instagram.
It'll probably nerf your post on X. Good, good insight. Good information here. You just gained a follow and I've kept your video up for, I don't know, the last seven minutes.
So we're boosting your numbers. Also, if you ever question, Joe, we're going to get to you here in a second.
numbers. Also, if you ever questioned, Joey, we're going to go to you here in a second. If
you ever questioned my willpower, the internal desire I have to open up these two DMs here,
it's extreme. I'm not going to do it, but it's been a test of willpower this entire time. I've
had this page pulled up to go see what Dow and Vaughn front. Sorry, never mind. Joey, get in
here. Also, I'm going to step away for like 30 seconds if you get done um with take whichever direction you like in 30
seconds come on we'll go 60 uh if i'm not back by the time you're done hand it to machiavelli i'm
sure he has a comment or two on uh this topic this morning gm yeah uh by the way i didn't even
say this when i first got up i've missed you guys while I've been on vacation. Um, Jonah kind of said, said something that I was going to say, which was
a lot of people don't realize how long Roblox has been around and how long even Minecraft has been
around. I mean, we're talking Minecraft's over 15 years old and Roblox is almost 20 years old.
and you know the the advent of like the ipad saw exponential growth for roblox because it was it
allowed children to just you know take the game in anywhere they want anytime they want versus like
you know back in the day things had to be played on a desktop computer or a laptop. Um, so we're, we're, we are talking about two platforms
that have 15 plus years on other side. So it, it, it does take time to build. So I don't think
anyone here is saying like other side, you know, by next year, other side needs to be the same size
as, as Roblox or Minecraft. It's just a question of to jonah's point which
i was also going to bring up is why am i going to other side right like everybody's like oh go check
out other side okay but i go in i look around and there's nothing for me to do right like
as a gamer for a long time i played played war zone, call of duty war zone.
Like at any point I can, or even fortnight to Jonah's point, I could drop in at any time and
just go play. I don't need friends. I don't need someone to build something for me. Like I can just
go play. Um, so he kind of front ran me on those two points, but I just think that number one,
give them some grace, give them some time time hopefully they have the money to give them the time that they need um because i don't think
it's going to be you know 12 months i think they're going to need years to get the type of
users they need to be successful um and the other thing is is i agree wholeheartedly with Jonah here is they need to build some type of flagship game that I can, when I'm bored, I can just go in and play.
And whether it's, it's actual users or even playing against bots.
I mean, I, I'd still to this day play my kids like watching me play.
I played the pudgy game, um, with mythical, like the, you know know it's basically just a reskin of um fall guys but no matter what time i open up that game whether i'm playing against
bots or against users i can go in and i can play for five or ten minutes while my kids watch because
they like seeing all the penguins bounce around i think you need that um in other side yeah i i agree um i i think we're probably getting ahead
of ourselves we talk about a breakout moment until they have that i think it's and i'm sure
they're working on it i know they've launched some games they've done some experiences
it may not be the first second third fourth or fifth one that that catches
but i i think they understand that i think they're working on it and um if and when that happens then i then i think
a breakout is is much more possible realistic than it might be today um
macabre i invoked you there we will go to you next and then we'll get uh constantine in here
uh any any any no obligations but any thoughts or takes on this?
Well, I just think when it boils down to what's being built and how they're building it and stuff like that,
like these things take time.
And we're not really at a place where it's like this flashy thing.
We're like, oh, come in right now. look at this, we have this going on, right?
This is still very much in beta
and the best I think is really yet to come.
I think once we roll out the experiences
and they begin to become persistent
and you get other players getting involved
you're gonna see a change
in the amount of activity on the platform
and you'll start to see it grow.
And right now we're very much in the door-to-door neighbor, and you'll start to see it grow. And right now,
we're very much in the door-to-door neighbor, each one reach one teach one phase. And I think that that's the most important phase of this, the community building, the bringing on individuals
slowly, you know what I mean? Having them experience the world, the assets. This is a
complete different type of situation that they've ever experienced because they get to own everything here. You know what I'm saying? The buck stops to them first. It
doesn't go to somebody else first. And so I think once that's laid out and it's clear and, you know,
we have more experiences and stuff, I think that we won't really need a moment. We'll catch fire
slowly, but surely. And, you know, we have these old graduating classes from Roblox who are still playing,
but they're kind of bored with it and they haven't really been given the
tools. They don't know how to use unreal and stuff like that.
So I think once the ODK opens up and experiences,
they start to see that type of building going on and stuff like that.
I think that that's also going to ignite something in the creators and the,
in the, in the developers and the game builders and stuff,
especially those who are, are coming from this vibe coding era
and not from the actual being a dev type situation.
So, you know, I think that give it some time.
You know, I think that that's really all I can really say with this.
I know that we want things right now,
but, you know, if they unlocked everything and gave everything right now,
nobody would come anyway.
And Joey, we're right back to you for a response.
But to push back a little bit is you said they own it.
Like I don't know if that matters.
I don't know if they – because a lot of –
It's just they just don't know that it matters yet.
What's going to make them realize it matters?
Well, essentially, like, they're not being able to, like,
whether it's a sideways marketplace or something like that,
like, they've never seen real money go straight to them in any game.
Yeah, but it's not the same.
You own the assets in Roblox.
Every $30,000 Robux is about $115.
As you accumulate $30,000 Robux,
you can then off-board that into USD.
You need $30,000 Robux to offload into $150.
$115,000 roughly, I think, is what it is.
How many ApeCoin would you need to do that? offload into $150? $115 roughly, I think, is what it is. $115, okay.
How many ApeCoin would you need to do that?
You need five ApeCoin to offload. Okay, but
five ApeCoin is like $2. Who's offboarding
I'm just making the point that
different. It's really not. I'm not going to argue that it's not that different.
I'm not going to argue with you or tell any of you that you're wrong, okay?
I think that you're all right.
I'm just saying, give it some time.
I didn't disagree with that. I'm just saying, if you lead with ownership, you will lose.
I'm not leading with anything.
Well, I'm saying like just as a general,
like if other side leads with you can own your assets,
I appreciate being able to own my assets.
I also agree that I don't think that can be,
that's not going to bring the masses on board.
Maybe someday, maybe if they lose an asset but most the majority
i don't think they care because they have trust in roblox minecraft fortnite etc
and in their mind they they own assets they're able to cash out those assets like
we all get it and know that oh well that's you're relying on a centralized entity
i just i it's got to be more and i think it comes down to the flagship experience the dap oh, well, that's you're relying on a centralized entity.
It's got to be more, and I think it comes down to the flagship experience, the DAP.
And then why is it better than the others?
I think now you could have these conversations, but I think that flagship experience is key, and it is.
They do need time. It is early, and it is they do need time it is early and it is
pre-alpha it is still tutorial type mode but joey go ahead and get back in here and we'll see if
constantly wants to join the combo yeah i marco velli i don't think anybody's disputing that it's
still early and they need additional time i think the the just the conversation is how do they position themselves in this market
to gain market share and the idea of it's on chain it you know it's decentralized i think that's
scary i think that scares people away i don't want to tell anybody that this is on chain and
it's decentralized i want them to look at this at this as just a game that they're coming to participate in.
You know what I'm saying?
When you start to throw the chain in everybody's face and the token in everybody's face, they get scared.
Crypto is inherently a scam in mass media and stuff.
So I think that that's a negative when it comes to dealing with this type of a situation.
And we need to play it as just a game.
And we need to go door toto-door for the next year.
Yeah, I mean, experiences are definitely crucial.
I just think that the biggest struggle facing other side
is what struggle with almost all of us
building in this space struggle with,
which is the ease of onboarding.
And I think that's the hurdle they have to come. They have
to overcome first. And then the second hurdle is what I talked about when I jumping into a game,
I don't admit you would know better than me, but are there, if I go into other side right now,
if other users are not there, am I the only person there?
Yeah. There's no bots in there or anything like
that yeah so i think that that has to be up and as a gamer in my opinion that has to be a priority
you have to have more than just real users to fill the the the quote-unquote white space yeah
you're right so that way like yeah of course, I know we're early.
We're just talking through like what we, what we think will bring success.
So if that's on the roadmap, that's great, right?
Create an experience where if it's a 50 player battle Royale and there's only 35 people online,
they fill the lobby with 15, 15 bots.
bots. So we get that full game experience. Right. So, uh, but again, I just think that
So we get that full game experience.
the biggest hurdle is how we're, how do you position yourself in this market? Just being
another game, I don't think is, is marketing enough, right? Like, Hey, come play our open
world game because it's cool. Right. So, and, and the, the blockchain blockchain the blockchain maxis they want to lead with oh because it's
ownership because it's permissionless because it's it's decentralized because it's you know
like you know all this stuff but i think they have to find like what is their hook that's going to
want that people are going to want to come to other side Versus a Roblox or a Minecraft
Or a Fortnite which have such a
Stranglehold on the market
Visual aspect is going to be a huge part
Of it as well you know Roblox
And you know I think also
The experience it's going to to boil down to the experiences.
We're going to need a brain rot.
We're going to need something that is going to trigger the individuals to say, hey, we want to come play that right now.
Oh, look, they're also giving out their token or whatever it is there is.
Like there's – I think that there will be something, some type of catalyst that brings users in. And if they stay, it's up to them. You know what I mean? Like there's, I think that there will be something, some type of catalyst that brings users in.
And if they stay, it's up to them.
Like it's one of those things.
This is no easy feat though, you know?
But I just, I think that if they continue building
the way that they're building
and delivering the way that they've been delivering,
I don't think that we're going to have an issue.
And I think that also that they have a lot of tricks
up their sleeve that they really haven't, like they haven't shown their hand yet. And I don't think that we're going to have an issue. And I think also that they have a lot of tricks up their sleeve that they really haven't shown their hand yet.
And I don't think that they will show their hand for quite some time.
And, you know, they've really leaned into community at the beginning of this for rolling out the Nexus and stuff like that.
You've seen it with us helping roll it out and stuff.
So, you know, we haven't even really hit that marketing machine.
We really haven't got it.
Right now, like I said, it's just word of mouth,
and I think it will be for the next year.
I think that they're going to bring on a lot of great indie game developers
and stuff like that, and we'll start to see these experiences roll out.
I do have – we've got a little bit of time left,
a couple giveaways we've got to get to.
We're not going to do a claw draw today
But EVM portion of Flow is just down for the moment.
But we will, what I will do is I've got a pass.
I can give away the pass.
You can do your own claw draw.
Konstantino, did you, any comments, thoughts
on this gaming conversation
we've been talking about this morning?
GM and Happy New Year to all of you.
Yeah, I was listening and I joined your space
because I see coffee with Captain and NFT.
Me, I'm an NFT artist since since 2021 games i don't really play
since long time but i also got disappointed example with uh sandbox before they launch
they had like this thing that they said oh play try to play play, join the sandbox.
And then in the game online was you collected NFTs, right?
And they were saying that when the game will launch,
then you will have some of them.
And then the game launched and you didn't get anything.
But what I wanted to say is regarding the NFTs that I feel that 2025 was a year that showed that NF in big and was like wow people put in a lot
of money and now these projects are equal almost zero nobody can sell nobody can recover anything
so what i wanted to say that i have this feeling that 2026 will be a year for NFTs as art.
Yeah, I think, I think perfect segue.
I think art, I mean, I think we saw that at Art Basel.
I think we've, you know, the punks and the MoMA and a good perfect segue.
Actually, I've got some art I want to give away today, courtesy of the one and only Imlo.
Anyone who minted those badges, you're in the running.
And we will, we'll get that out to you here soon.
You've got like 30 seconds left.
The badges up top op.xyz slash claim code is I claimed it already.
If you've not yet claimed that that's pinned up top.
we've got a couple of giveaways,
claw draw pass one more piece of news though before we get into the giveaway and uh great
great concede appreciate you coming up you stay on mute though i just got to get a few things out
here before we wrap the show and um we are back if you're new here we go live every monday through
friday at 8 00 eastern time cool even live tomorrow one one other thing i wanted to say plus yeah that uh many people is
saying like oh nfts are dead nfts are dead i think nfts are dead in the way of the nfts that are made
like big collection to grab money while the real nfts as an art collector when somebody collects a piece
he doesn't buy it for sell it next year or three two years after he buys it so he can watch it all
his life and have it hanged on on the wall something like this this i wanted to say yep um
you know nfts the technology is here to stay. It's not going anywhere. And I do agree, larger collections, newer stuff, like it's less is more. And I think I do think fine art and art on chain absolutely could have a, speaking of breakout moments or breakouts in 2026. We saw Art Basel, I think it really started heating up. The Mo moment's announcement with the punks and the squiggles. And I
think we could see more of that in the new year. I did see some
interesting takes where the artist I don't know if I'll be
able to find the post, I'll do a quick look. But someone was
mentioning their bold takes was the artist in to break out in
2026 are going to be those that are already here and some have already broken out
others might be the breakout but they've been creating art for years they said that'll lead
to a lot of artists coming on chain in 2026 but those artists won't really have the breakouts till
20 36. hopefully it's not a full 10 years but just like roblox has the edge on uh other side
and anything new because they've got 20 years of building.
So do the X copies and Larva Labs of the world
that have been doing things on chain since 2017 or earlier.
New digital artists still could absolutely have their moment.
well, I'm not going to get off on the creator royalty rant, but it's one of the reasons I think creator royalties are
important because it allows new emerging artists to put their art on chain, not have to sell it
for premiums yet. If they do continue to grow in their career and their art appreciates down the road, they are able to reap some of those rewards on the resale and get, hopefully, those royalties in perpetuity.
One quick nugget, and then we'll get to our giveaways here.
Interesting, was not expecting this.
This comes out from DJ News.
Ethereum, set to end the year with the highest net inflows among all blockchains, followed by Hyperliquid.
in the year with the highest net inflows among all blockchains followed by hyperliquid.
If you look here, the chart's pretty impressive on net inflows, talking 4 billion.
I'm not sure why Arbitrum's down as much as it is without doing a deeper dive here.
Hyperliquid, Sonic, World Chain, Solana, Starknet, EdgeX,
and then all the others, ZK Sync,
Sui, Avalanche, Blast, Baruchain,
Base, I'm surprised Base lost so many,
I would not have expected that.
BNB Chain as well, as well as Unichain.
Take this for what it's worth.
Do what you want with this information.
Just was not expecting ETH to be on top, let alone such a large position.
But assuming taking that data for face value and assuming it is accurate.
All that being said, a couple quick resets here as we head
to our giveaways um guys we're actually not this is not a sponsored space not sponsored by apecoin
i know the intro still says that uh their partners are as we like them uh they've been partners of
ours there's this is not a sponsored show this is i don't make a dime off talking about other side if there's another i mean we we mentioned omnia
we mentioned um whatever the new nft worlds is if there's others nifty island i think all those
were mentioned today i'm sorry guys if you don't think other side is in the lead position as far
as those building out these experiences on chain i don't know what to tell you i don't think other side is in the lead position as far as those building out these experiences on chain, I don't know what to tell you.
I don't know how we could have this conversation talking about Roblox, Minecraft and their on-chain counterparts without talking about other side.
You don't have to like Yuga. You don't have to like other side.
It's objectively the leader at this point and what they're building it's not perfect
they it still is a herculean effort it's unlikely it's a big the odds aren't in their favor uh to go
beat roblox let alone take material market share but go play around in there like i don't take any
offense by your comment i understand how it can come across. I did say I understand I looked at as a biased from a biased seat here as I
have been in the ecosystem for a long time. I do hold some other deeds. I do hold a coda.
I even said I'm not in there every day. We're tempted to be critical as well. But
in this on chain category, other side is the leader it just it is what it is and it's also i
think this sort of feedback i think is a net negative for the space unless you just don't
like just you wholeheartedly fading all this and entirely fading on-chain being a better future
being a better for the users you know the 30% to 40% fees.
If you think that's all good
and nothing should ever change,
then you're fair to that opinion.
But I do think it would behoove everyone here
if you're an active crypto participant
to be rooting for other side.
If they win, it was good for the space.
We talk about going where the people are.
It's not onboarding people into crypto.
It's creating cool experiences, going to where they are and taking the tech to them in an obfuscated way. And that's what they're doing. They're just not at a point where they're marketing and even NFT native brands, just a lot of crypto brands have closed up shop, they're sunsetting, they're pivoting out of the space.
There's value in the fact that they're not giving up.
They're continuing to execute on their stated vision, And it was always a multi-year play. So yeah, I don't, um, yeah, you know, this
conversation has nothing to do was not, we didn't make a dime by talking about this. It's not
sponsored by other side or, or ape coin. We might do an ape coin sponsorship in 2026. We might do
another side sponsorship in 2026. The reason because not because they're going to pay us, we get we turn down sponsorships
all the time. I mean, the high five, maybe six figures of sponsorships, we said no to because
it wasn't a fit. It wasn't something we we believed in or didn't even think that it was just
they were going to be a flash in the pan. Can't guarantee other sides going to make it but I
respect the effort and go play around in there
like it's different you you can do things in there that you can't do in roblox you can't do in
fortnite and i get that the the current 12 year old gamer may not care it's doesn't
it doesn't mean it's not a better solution it's not better for the user it's just going to take
time and it's going to take their killer to have to get there anyways on that rant. You're all entitled to your
opinion. But yeah, if it's if it's a sponsor space, I would
tell you, this is not the maybe they should be paying us to
talk more about them. Maybe that's part of the problem. I'm
kidding. I don't think it's quite time for them to be
onboarding others rather execute a lot of things we talked about today they're working on.
And in that time, maybe it's 26, maybe it's 27.
I don't know when they turn on the marketing faucet, but the experiences are building there, the partnerships they have with major brands.
They're doing things that no one else, no other crypto natives are even attempting to do.
You don't have to agree with them.
I think it's wrong to not respect it.
And again, I ask who else should even be in the conversation,
let alone has invested the amount that they have,
that has the groundswell.
Like every day there's, Joey asked the question,
if I go into the other side and there's no one in there,
is there anything in there?
Is there anything? And the answer is side and there's no one in there, is there anything in there? Are there agents? Is there anything?
And the answer is no, there's no bots yet, but there's always people in there.
And I don't know too many non-financial crypto dApps where you can find hundreds of daily active users every single day doing things, enjoying each other, communicating, having fun.
It doesn't have to be for you, but to just poo just poopoo on it or say, Oh, we're only talking
about it because ApeCoin once sponsored us. It's just it's just you're just actually incorrect.
You don't have to believe me. I'm just telling you, like, I have no reason to lie. If it was
sponsored space, I'd tell you we we Oh, that's good information um so it's not that i'm biased
because ape coin is paying us i got a comment from dovin says just so you know geist is a scammer
from ape chain so wouldn't argue with him thank you i was not aware but that makes sense why he
would be bearish the other side conversation if he's been excommunicated from the community by
being a scammer i I'm just reading comments.
I don't know any details.
Otis also dropped sign up for Exodus Rising Chapter 2 by December 31st
to navigate the sides beyond outbreak together with the Ape Chain community
in pursuit of rewards and leaderboard glory.
Once your crew is assembled, your spot is locked in.
Assemble your crew, exodusrising.apechain.com. This came out on the 29th. I missed this.
So thank you for the tag. I should go grab a ref link just for guys. I'm kidding. I don't think
I have a ref link, but I am going to pin this post up top here in one second. I'll share it
on the page and then we will get to our giveaways.
We'll get everyone out of here for their New Year's Eve celebrations.
On that note, as I'm finding this post, be safe out there tonight.
Don't do – I mean, do silly things.
If you can't afford an Uber, you probably shouldn't be out drinking today. Anyways, get an Uber, get a driver.
Don't put your life or someone else's in jeopardy.
Uh, it's, there's no amount of fun you can have on New Year's Eve.
That'll make that worthwhile.
This, uh, post is pinned up top access, rising at apochain.com and, um, giving our friends
over at other page, a shout out as well for the badges uh emlo for the
art and the giveaway um thank you very much appreciate the contribution appreciate the art
for the badge and um um appreciate the flowers uh i wasn't let me pull this up, see if I can here. It's from the Inlow Collection. And then I also have the BZ Claw Pool giveaway as well.
So we'll do both of those here, and then we'll let you all out of here on your day.
As always, again, join us Monday through Friday, 8 a.m. Eastern time.
We will maybe do a shorter show tomorrow.
We'll just kind of play by ear, see how things are going,
see how I feel after staying up way past my bedtime tonight.
And not just for New Year's Eve, but I've got to stay up for a Buckeye football game as well.
All right. I'm not going to keep you waiting while I look for this, but
I wonder if it's because it's
and it should be pulling my flow.
Anyways, I will highlight the art tomorrow.
I just don't want to keep you all waiting here.
Might be part of the flow issue as well.
First one is going to be the BZ Explorer Claw,
courtesy of the team over at BZ.
We're going to do a raffle here. The holiday holiday badge so anyone who's been to this holiday by
the way you're what you're seeing here on the screen is this is as how easy the uh op the other
open page raffles are anyone who made those badges uh we're gonna we're gonna do two winners so the
whoever the first winner is on top is gonna to be the Beasy Claw Poll.
The second one is going to be Emlo's Art.
Yeah, we'll do Original Claimer.
We will run the raffle. Here we go. Good luck, good. So good luck. We will run the raffle.
Good luck, good luck, good luck.
First one on top is going to be the OpenSea Shiba Inu 420
And Jambert, congratulations, Jambert.
Longtime friend of the show.
mended those badges. We may do some more stuff with that.
We got some fun things planned for 2026
but just wanted to end the year
on a high note there with
A, celebrate some community member, this case, Emlo and his art. And on that I see winners out there and I see a few other once a month featuring community artists not that it'll always be a giveaway but so often i mean we we are
very fortunate we talk about the you know not just crypto products and and uh in the markets but we
we're very fortunate to feature so many builders on on-chain builders and people pushing the space
forward i don't want to always talk CEOs and founders
and those building large organizations.
Artists that continue to put out art on chain
are also pushing the space forward,
especially those who are doing it in a creative form,
whether it's combining physical works
and tokenizing that, putting it on chain,
or it's experimenting on new chains.
There's a lot of artists that do a lot of good that push the space forward and would like to do our part to
amplify uh amplify those individuals and highlight them more so yeah any any artists who are um
interested in that hit myself up or emlo and we'll be in touch come january and um
happy to do all of you hope you all have a wonderful, wonderful New Year's Eve.
Enjoy the final moments of 2025.
2026, that's my boldest take.
It's going to be a fun year for all of us.
26, 25, I think was why there was moments.
Hey, myself included, booked some W's.
the year wasn't as fruitful
as I was hoping coming into it,
but it was still a good year and looking forward to a great year in 2026.
And I do think there's a lot of tailwinds, I think, for the space at large.
I feel a lot of this foundational level stuff as far as regulations, administration, things that should be good for crypto, the
institutions, all that I think really laid a great foundation for a fun year next year.
And I don't know exactly what it's going to be.
That pool is still up top if you want to get in on that.
But I think Kaz probably had the the best answer all of the above it we're set up for
some breakout moments some mainstream moments in many different categories with inside crypto
and i do i think art is absolutely going to be one of those i think we the momentum will build
from art basil from the moma and i think we see more and more i think eventually just becomes art right it's not
on-chain art it's not digital art it's just art and i think most artists not all but i think most
artists it'll be one of the mediums that they experiment on whether they're they like acrylic
paint on canvas or oil paints or their sculptures. I think finding ways to tokenize said art, utilize the tech,
identify your collectors.
There's so many things, not just about secondary royalties.
There's so much data that they can, so many things they can do,
they can program it back against, reward those collectors,
communicate with those collectors.
There's just, and we've seen, we've seen a lot of the leading artists here do that i just think a
lot of traditional artists haven't had that aha moment yet i think some of them are starting to
see it i think a lot of traditional artists like they had the aha moment maybe it didn't click for
them yet at art basil but they they realize oh something's happening here this is not just a flash in the pan these
nfts aren't aren't going anywhere and i need to start learning what i should be doing in
on chain with my art and how that should complement what my you know current medium is
when we talk about onboarding the next wave of of active participants it's not just end user. I don't think it's going to be the end user.
I think it's going to be artists and then bring their collectors on board.
I think it's going to be businesses and retail businesses taking stable coins and all this stuff.
I think the end user just gets here because we and the other builders here go to them with real products that matter.
Mega ETH is they have some really cool novel dApps.
They're going to be launching on day one when that chain goes live.
And I think there's some, some fun, exciting stuff.
Also that's been teased, been announced that is, is likely coming,
not even talking TGEs and all the magical internet money that's supposed to
come in 2026. I just, if we zoom out and look at where majors are
it's not certainly can be a lot worse and while nfts at least the pfp version have taken a beating
here uh at the end of the year definitely not over definitely not going anywhere and um i am
i am gonna wrap but before i shut things down i saw tony flew, speaking of builders, doing some cool things at the intersection of real world and on chain.
Tony, do you have a quick 30, 60 seconds?
Any final comments before we let everyone get out of here and start celebrating their New Year's Eve?
Oh, you know, I had to come up, man, see you and a lot of familiar faces there.
I hope you're all having a great day on the last day.
I mean, still, what, 25 hours before you be a billionaire yet? So y'all still got great uh day on the last day i mean still like 25 hours before you be a billionaire
yet so y'all still got time uh for this year but um now it's one of the everyone going into new
years you know um be optimistic about what you're building and make sure that what you're building
has attention um it's a lot of you know gloom and doom in space, but just constantly believe in what you're doing,
constantly believing that you're making good strives in this world,
and surround yourself with good people who support you.
It's just going to be a crazy 2026, and I want to tell everyone who's close who's been in this space,
just keep your head up, keep pushing, believe in yourself.
You've got a great circle that's around you.
For us personally, it's kind of like we're launching more digital galleries next year too in 2026.
We have more hotels too as well.
So if anybody wants to collab or wants to be a part of this building, what we're building in 2026, be free, you know, to DME or whatever the case may be.
And I'm open for collaboration next year,
but I want everyone peace and love until 2026 and make sure you get this
Risk Brian adds in the chat,
have fun and everyone be smart,
And in 2025 on a high note,
forget what Malik said earlier.
You're if you don't have a dog in the race,
you're all rooting for the Buckeyes tonight.
That's that's all I got on on sports talk today.
But Red Goat Queen does add in the chat.
I think for Web3 Gaming to really break out and compete with those AAA games, it has to be game first, strong, lower clean visual, smooth gameplay and a real goal to work toward.
All the basics don't matter.
Other side is probably the best position.
They just need a clear core game experience of their own
alongside all the cool stuff that the community is already building on the platform.
And I think that's kind of the consensus most would say
that flagship experience is if there's a missing component, that's it.
And I think they're well aware of this.
I think they're working on it.
What it'll be, I don't know.
Whether it's going to be a shooter or a minecraft type game i really don't i don't know it's not my not my area of expertise but i do feel like i should be spending
some time on roblox tonight that's what i'll do on my new year's eve waiting for the buckeyes to
come on is figuring out how i can make money in roblox in 2026 i kid i'm just not i'm not gonna
do that but i very well might start playing around with some new videos on Instagram
If Jonah can go viral over there,
who joined the conversation today.
Really, both our regulars,
as well as the new speakers.
More coming soon on that.
as we talk about sponsors,
we will absolutely be incorporating more of that in 2026 We will be, as we talk about sponsors, we will absolutely be
incorporating more of that in 2026 with our partners, our sponsors, not just a, what can you,
how big of a check can you cut us? What can we do for our audience? Whether it's giveaways,
whether it's access, whether it's other opportunities. We got a lot of great
feedback on things like the call pool, the coffee with captain and death.fun and some of the others. So
looking to do more interactive segments and get some of those rewards and incentives in all of
your hands as well. If there is any one out there that you think we should be talking to anyone that
you would like to see on the show, you think would be a great segment, a fun segment. I'm not asking
you to go lean the deal for us. I mean, I'd take it, but more so just let us know if there's someone that we haven't spoke of yet that you think would
be a good partner, a good fit for the style of segments we'd like to do here on the show.
And with that, I will leave you all with a little holiday goodie. I was just reminded of
we, one of our sponsors this past year was Awaken Tax. And just as we like to continue to support
our sponsors or talk about them well after our campaign or rather long after we're paid to do so ends, Awaken Tax is the best software in
the space. I have not paid to say that today. I genuinely believe it. And we were able to secure
an additional discount. So there's, if you're new to Awaken Tax, just Coffee 50, I think it is,
we'll get you $50 off. If you're a, if you already were a WakenTax user,
if you're an existing user and you're refiling or reusing the software again this year,
use code return coffee 50. So return coffee and then five zero R E T U R N C U F F E E five zero return coffee 50 for returning users.
Or if you're a new user, coffee 50, both of those codes will get you $50 off.
Again, if you're new, it's just coffee 50.
If you're a returning user, add return to that return coffee, 50,
$50 off courtesy of awaken tax.
And they did just add lighter as well.
So for those of you that were trading perps on lighter,
got your big lighter airdrop,
It is now loaded in the Awaken Tax software.
So congrats to our winners.
appreciate BZ and appreciate y'all being here today. We'll be back tomorrow,
8 a.m. Eastern time. And until then,
hope you all have a wonderful new year, a wonderful new year's Eve.
And as Steve would say, hope you all have a wonderful, wonderful day, everyone.
Thanks for tuning into Coffee with Captain, powered by 8 Point.
We hope you enjoyed the show and remember nothing we discussed today is financial advice.
Until next time, keep exploring, stay curious,