Projects
![]()
No projects found
Investors
New
DAO Treasuries
DATs
Lend / Borrow APRs
Chains
Categories
Spaces
Pump Fun blockchain? AI Smart Wallets?
Recorded: March 27, 2025 Duration: 0:44:57Space Recording
Short Summary
In a dynamic discussion, crypto enthusiasts explored the latest trends in AI integration, significant fundraising events like the $20 million Taproot Wizards mint, and the launch of innovative projects such as Matrica Labs and Omnity, highlighting the growth and evolving landscape of Web3.
Full Transcription
We We passed what they expected, man. I'm gone, but he never came.
I float, I'll never land.
When it's dark, you don't know where you go.
Need a light bear to lead you home.
Can you hear me?
I'm gone, but he never came.
I float, I'll never land.
When it's dark, you don't know where you go.
Need a light bear to to leave you home.
Light them up.
Beat me up.
The only go.
Genius one.
I see you coming.
Yo, if you're just joining, like retweet.
I'm going to pin up the, uh, I'll pin up the, uh, the spaces tweet.
Drop some comments.
So, uh, yeah, go to the pin tweet, like, retweet, drop some comments.
Maybe we'll do another giveaway.
Maybe we'll do another giveaway.
Maybe I'll give away another, uh, for Tardio or something.
Maybe I'll give away another, uh, for Tardio or something.
But, yeah.
But, yeah. I'm going to pin up the spaces tweet.
I'm going to pin up the spaces tweet.
What we do is more important, more importantly.
So, uh, yeah, go to the pin tweet, like, retweet.
Look where we made it to.
Made ways, this unmakeable. Yay, well, it's unbreakable.
From blues and bent corners, it helps to break it through.
Basically, we went out my way to make a way for you.
Basically, we finna take a higher place to do it.
We improve the life of vain and we gon' stay improving.
This is the light that's gon' illuminate the way we move it.
Trust me, we goin' God, mother, is proving. Light em the way we know it. Trust me, we going God. Light them up.
Beat me up.
The only go.
Let's switch sides.
I seen it coming.
The plot twists.
I can feel one.
I walk into the beach of pain.
Just to take your love in.
And you change. I get to you, and I, I walk up to the preacher man.
GM, GM, we are fucking back, guys. We're fucking back.
If you're just joining, engage with the pin tweet, like, retweet, drop some comments.
It's going to be a fun space.
We got some really dope stuff gonna be a fun space we got some uh some really dope
stuff happening in the ai space some really dope stuff happening in the uh creator space
i know you got all you motherfuckers saw ghibli yesterday i know everybody saw ghibli yesterday so
time to talk about that a little bit too what the hell is going on there are we back did we never
leave where the the are we going
from here who knows engage with that pin tweet like retweet drop some comments we'll get started in a
it's been a long time coming
fresh new ties I'm still running.
It's a few things I'm overcoming.
When it takes to be a guest and think about it every night.
It's time to stay away to keep my heart.
It's time to go tight, this is just right now.
I'm sitting here trying to redirect.
I'm thinking about it every night. It's time to stay away to keep my heart. All right, hell yeah, we are so fucking back.
Let's fucking go, man.
We're so fucking back.
Happy Thursday, everybody.
Mark has been on fucking fire lately uh if you have not um
been paying attention to what's going on i'm sure you've seen all the artwork on social media i'll
give you a little bit of an update it is ai related um basically chat gbt if you've been
living under a rock chat gbt came out with with a new feature for their 4.0 model,
which basically allows you to, well, it allows the AI model to create its own photos.
Previously, during other ChatTBT models, it relied on, I think, like some of those other,
like some of those third part, not necessarily mid-journey,
but there was a couple other, like, AI models that were specific for image generation. So,
basically, ChatGPT relied on those models, whereas with 4.0, it has its own. So, which means you can upload any photo, any profile picture, any NFT, any meme, anything, and have it completely
recategorized into how you want it, whether that's a fucking Muppet art style, Ghibli,
Legos, anything. I've been experimenting with it constantly. I tried Azuki. I tried BoredApe. I
tried even Ritardio and Remilia. It actually knows a lot of this stuff, guys. It's insane how much information that ChatTBT has gathered on all of us in such a short amount of time.
But yeah, man, I just think, obviously, this shows that AI is just going to be more and more a part of our day-to-day lives.
I saw one of the OpenAI engineers actually tweet yesterday.
I'll go look for this
tweet but one of the open I open AI engineers yesterday actually tweeted
that audio and video will be coming very soon as well too so the whole dead
internet theory pretty much fucking here but I do think it's just gonna allow a
lot of us to level up right so if you've always
wanted to direct a film but you got a thousand dollars to your name in 2025 that might be
possible right if you've always wanted to do you know a level of content that's out of your
fucking budget range in 2025 that's possible it It's just, it's insane.
Good morning.
I mean, good morning, everybody.
What's going on, Eva?
What's going on, Fate?
What up, Scene?
Good morning.
Thanks for joining us with Magic Alask.
What up?
How you doing, Faded?
Bulling, bro.
Bulling.
Dude, I woke up bullish as fuck today.
I don't know what it is.
I'm just feeling it's Friday tomorrow.
Opening day for baseball.
It's just there's bullish vibes.
I don't know.
I'm feeling really good.
Vibes are back, dude.
I'm ready to run through a fucking wall.
It was so slow for so long.
And honestly, it wasn't even that long.
It was a few weeks.
I took a break off of social media for like two weeks. I like all right well i'm gonna learn how to vibe code at least
so uh it's been nuts uh fate how are you doing bro how's everything how's everything living i
obviously retard you i've been seeing some dope stuff from you guys recently yeah yeah i got some
hater energy right now so you know i kind of probably woke up on the wrong side of bed today. So I'm not going to comment on that. But no, I'm good. You know, you always bring my spirits up. And, you know, I'll be back in LA probably like next week or something. So yeah, happy to link up with y'all back again and, you know, get some shit running.
fuck yeah yo if anybody is LA based let's let's link up I see the Dubai
Cabal is making a group chat we're gonna have an actual LA Cabal group chat um
pretty fucking soon so yeah yeah no anybody in LA we got a link up and and
there's actually some dope events coming up in in April but I just got privy to
yesterday web 3 events in LA so if you will be around for April, uh, for four 20 in LA, uh,
pretty good place to be, I would say, um,
let's link up cause it's, uh, it's going to be a, it's going to be a fun time.
What up PLA? I know, uh, I've been watching you guys with a build code stuff.
I've been missing all the discord chats cause I've been trying to balance 400 other things.
But what's up, what's up, dude?
Hope you've been doing well.
Or not.
What up, Zell?
What's going on?
How's everything going on?
Matrick aside, obviously you just came back from ETH Denver not too long ago.
Yeah, man, how are you feeling with everything going on in the market?
Bullish.
And then I'll give people a little refresher on Matrica Labs once you're like, because that's pretty cool shit.
Yeah, dude.
I'm freaking bullish.
I don't know if everyone's familiar, but I'm with Matrica Labs.
I'm director of growth.
We're the essential community management solution in Web3.
We're available across community management solution in Web3. We're available
across all the top chains. We power a bunch of the airdrops, whitelist rewards, holder
verification. A lot of the stuff we build is honestly like active behind the scenes.
So a lot of users don't interact with it. They just get the rewards to their wallet.
But, you know, it's stuff we all power. But I'm real bullish lately. I mean, I think when
the market dips, everyone starts to get scared.
They're like, oh, is it over?
Our meme's done.
But like the stuff I see on my end, like it never slowed down.
Like the amount of people coming in to build, the amount of people coming in to drop new
exciting stuff, like it's up only.
I think that we just needed a little period to like cool off, like reset, let the vibes
kind of come back to normal.
And now like I think everyone's just starting to feel it. Like the vibes kind of come back to normal. And now like, I think everyone's just
starting to feel it. Like the vibes are slowly coming back. I think we're about to hit that
period again where it's just like max euphoria. Everything's going to be up only. Um, on my end,
I'm talking to a lot of people building cool stuff. So I think like the amount of platforms,
tools, uh, coins about to come out is going to be crazy. So I'm very excited for Q2 and into Q3.
Yeah, I think a good indicator for this, obviously a lot of people have been seeing this as well too,
but the whole Taproot Wizards mint, you know, we can't have a show without talking about this today.
They raised $20 million. That's the final number, specifically just for the Taproot Wizards, uh, mint.
I think my sort of prediction on this is it's going to bring a lot of liquidity back into
ordinals.
Obviously a lot of these people are buying this with the, uh, hope of selling it for
a higher price, ideally.
Right.
So after they do that, money is going to go into another, you know, any other ordinals
project probably.
So I think that that's just incredible, especially considering how dormant Ordinals have been over the last year and a half.
So this sort of like just revitalizes a lot of energy.
I'm noticing, and I think Matrica Labs is set up in a really good spot for this.
PLA, I would would say probably spotted this
really really early as well too but we're going back to communities right
we're going back to communities if the whole Ghibli thing shows you anything
it's that we all at the end of the day what makes us human is our affinity our
love our passion and our creative prowess to create art in everyday life right so it's like
what up cla hey brother how are you good man we haven't caught up in a minute hope you've
been doing well uh excited for the build code launch um long time coming yeah for sure yeah
there's there's all kinds of shit going on and yeah it's going very well and yeah honestly things are going great so I'm excited to be
able to share stuff with everyone so awesome yeah I mean if you guys don't
know PLA founder of the circle as well as build code build code agent build code
is an interesting AI sort of deep in RWA project.
Not necessarily like directly targeting B2C,
but more B2B type institutions and users.
So it's really cool to watch like really dope shit,
real stuff actually start to get attention
and market kind of shifting back into that direction
um yeah man i think i think we're back to cults i think it goes from art back to cults but this
time real cults like real cults and i think that's where uh you know products and services
like obviously the community you built with the circle um uh services like matrica labs
right that allows people to identify community members within specific niches or as our digital
asset ownership um those things are very very important because if you think about it right
like all right my whole timeline yesterday was ghibli in six months what if it's not just Ghibli and it's just it's Ghibli brother
Ghibli it's Ghibli Studio Ghibli
sorry I just had to I'm an animator
that's fucking hilarious um Studio Ghibli uh but yeah you know what like in like six months
there's gonna be a bunch of fucking content
you're going to scroll your entire timeline for like three hours and probably not run across a
single human main piece of content for a while um so yeah we're going to need to identify each
other and i think digital asset ownership is probably going to be the best one of the best
pathways of doing that i think another kind of fun thing that we're seeing right now i know i'm
doing it myself and i know there's someone else that we're seeing right now, I know I'm doing it myself
and I know there's someone else doing it too.
It's really about, you know,
forward-facing products to Web2,
integrating obviously all these companies
and people and entities and such
into the Web2 company
and, you know, blindly without them knowing
that everything's built on chain
and they're actually, you know,
getting allocations through
registration through monthly subscriptions yearly subscriptions for us it's tied into abstract just
because you know I have good relationship with the team but yeah there's just some really fun fun
things that are going to happen I think we're just going to see like a really good like growth in
different arms of you know cross-pollination between existing Web2 companies and, you know, the interconnecting blockchain side of things.
So it's going to be free and fun.
It's going to be free and fun.
And I do think the cutting edge of blockchain tech is going to come through DeFi.
Like it's just everybody knows that at this
point. It's the writings on the wall, right? So I think even if, and that's sort of why we saw even
three, four or five months ago, all these different traditional AI builders just like coming here,
like in mass, bringing their products, their startups, their ideas, because why wouldn't you?
You know, it just doesn't make sense not to, in my opinion, at this point.
Yeah.
I think, and I'll just speak up anyways, but I think a really fun thing that we're kind of getting to the point of now
is that we are seeing, you know, business turning, so Web3 companies or whatever, generating revenue.
seeing, you know, business turning. So Web3 companies or whatever generating revenue. And,
you know, now we're looking at what's the best way to number one, state that we have revenue
and how. Number two, how do we actually disperse the revenue? And how, you know, that and when you
talk about DeFi, that is one of the absolute best ways to do this. But, you know, I think we're
going to see a lot of creativity and a lot of projects and people and things
really start talking about revenue sharing
and how it's not about, you know,
dropping money in people's wallets anymore.
There's a whole ton of different ways
and tools and techniques
that we're going to be doing this moving forward.
So it's going to be interesting.
100%.
Yo, Zell, you wanted to throw something in there?
And then I want to introduce Jake jake and uh the omnity omnity guys afterwards but what's going on so yeah i just wanted to say
like you know what we saw with the ai meta earlier this year and like at the end of 2024 like i think
that's coming way way harder like i think it was really eye-opening for like these people that
were building an ai to be like hey I could get traction and fundraising by incorporating some of these Web3 mechanics.
Now, don't get me wrong, a lot of people came in and they weren't the best actors and they kind of
took advantage of us. But I think it really proved the point. Like if you're actually building stuff
in AI, like, dude, sending your pitch deck around, all that takes so much time and effort just to get
funded versus like building a cult style community, getting the right people involved and like like dude sending your pitch deck around all that takes so much time and effort just to get funded
versus like building a cult style community getting the right people involved and like
fundraising like from the from the bottom like and really building a core user base around your tool
it's like the traction and the you know fundraising ability for web 3 is just huge and we've seen it
happen with nfts like you know matrica labs. We launched an NFT project and we ended up building like one of the top cross chain products around.
You know, we're close to a million users off our initial NFT mint we launched.
Like there's so much there are so many different use cases and proof of concept for this actually working.
It just comes down to us like giving the money to the right founders and like, you know, actually doing a little more research into like who's building a real ai product and who's kind of just like dropping something but yeah i think that's coming
back 10 times harder in the future and like we're actually building a bunch of freaking infrastructure
to make it way easier to identify real projects from the slop i mean i think like even if you
look at the the ceo of magic eden's recently, like even he has this stuff on his radar.
Like it's not something that was ignored by real teams.
It's just it takes us a little bit longer to get something live for the market.
Bro, I can't wait to fucking clip that.
I can't wait to clip that.
That was a really banger take.
And I would advise anybody, founder, builder, community leader, whatever,
come up here and give your banger take.
I'm clipping all day.
But, yeah, that's a really, really banger take.
And I think it's true.
And I think, you know, a lot of upcoming builders in the space,
like a lot of our audience a lot of times,
like especially when we started doing the AI spaces,
which I love and appreciate a lot,
is like a lot of these people are more builders, right?
Like, you know, there's some people that are just like DGENs, but like the day-to-day people I'm DMing and talking to, like everybody's working on something or looking for something to work on.
And I think that that sense of belongingness is solved a lot of times on the internet, potentially, potentially, right?
So like if everybody has something to that they want to work on or work with or, or something,
it's really just about, I guess, finding your tribe, right? Like, who do I sort of like belong
with? Who do I, you know, who do I feel comfortable around? Who do I feel my best as? Who makes me
feel like I can accomplish anything? Right.
And really, like if you have a good community, whether that's Web3, Web2, combination of both, we've seen time and time again, it's easier to build that in Web3.
Then that's really all you need. Right. At least in the beginning, at least in the beginning.
It's in the beginning.
And I think the playbook is already out there.
A lot of, a lot, every upcoming dev and founder
and builder that I talk to is always like concerned
about their go to market.
And I tell them almost the same piece of a device,
add like verbatim almost every single time.
Build a community first, ship a product.
If the product sticks and people like using it, then, you know, you can sort of bankroll
that into something much, much larger, a much larger TGE event.
Now, the thing is, most builders don't have that luxury, right?
Most builders don't have that luxury.
But with AI, it's making it more and more possible.
You don't need those hard skill sets.
You can probably team up with a few people and figure it out. Um, just using a lot of the everyday tools that are
available to us today. Um, but yeah, I don't want to keep ranting. Uh, what's going on Jake with
Cortex protocol. I do want to like kind of get into the tech there and actually get your guys'
thoughts on, uh, on, uh, I'm kind of what I was saying, right?
Like, is it product first, token first, combination of both?
Like, how the hell are you supposed to build in this market?
Yo, what's up, man?
It's actually so enlightening to hear people that are bullish again.
I feel like the last couple of months have been like the absolute worst of the trenches.
But I think like one of the things that that makes me fucking pumped is six to eight
months ago, we kind of realized that the velocity of development in the AI space was just unlike
anything we've ever seen in our entire lives and that whatever we were building needed
to incorporate this. And there's the short run up in, I think, late 2024 until the market
kind of nuked. But I think people are also really excited about this.
And, like, whether it's, like, you know, random Studio Ghibli stuff or, like, you know, people
vibe coding, like, it's already clear that, like, this can change, like, the way that
everybody works, the way that everybody uses, like, the internet and all these things.
So, like, for us, it's kind of, like, we just want to be at the forefront and really change
sort of how people interact with the internet and just interact with crypto at all, right? Like, you know, today Robinhood launched
a bunch of AI features, and now they have like personal financial advisors, right? Like,
you know, I think some people do just like degenning and like, you know, aping their money
on pump fund or whatever. But like, you know, for a lot of people, something like that is actually
super meaningful, right? Like no longer do you have to spend all day on Twitter, although like
all of us will still do that. You know, you can actually just do things, right? And so this is
sort of like the mantra that like we've kind of had in the company. I've been telling like you
can actually just do things now. And like the people that build a lot of the infrastructure
around this, those are the teams that are going to win, right? Like I think in two years when we
look back, it'll be like, oh, this was so obvious, like not even just as a trade, but like, you know,
anyone can be like after yesterday, I think a lot of people kind of had in their heads were like,
anyone can be a marketer, anyone can be a designer, like you can just you basically can
just do things. And we're trying to build that for DeFi. So we think that the way people interact
with crypto is going to completely change. And we're going to be the ones to off that experience.
But I could go on and on and on. But I think it's like the biggest thing to me is like, there's so much to be excited about. And I don't think people have
felt like that in a super long time. So I'm extremely bullish. Awesome. And just to give
people context, I've been pinning for all the different like builders up here, I've been pinning
some of their different projects and, and things that they're working on. So you guys can check
them out. If you're listening, just go up top to all the pin tweets um cortex is basically building ai agents that can perform on-chain activities such as swap
bridge um and and that obviously opens up the pathway to a lot of stuff because like there's
so many different uh places trying to get your liquidity uh if you want to just say it like kind of um yeah right
like there's hyper liquid there's abstract there's um obviously there's the trend there's solana
trenches there's nfts there's ordinals like there's so many different places you can allocate funds
today um then there's all these different lending protocols and farming opportunities
and like to be honest, if a
regular everyday person wants to optimize their portfolio, it would take months, potentially,
maybe like a long time, right? Like, because you'd have to do all the research, figure out how to do
all these different on-chain activities. So yeah, man, really cool idea and product.
chain activities. So yeah, man, really cool idea and product. Yeah, it's kind of sum it up the way
that I think about this is like one one part of this is like, you know, making like, you know,
when the Trump coin launch, everyone told me like, how do I get this token? Like, how do I get I
don't give I don't care how I get it? Like, how do I get it? The nice thing about AI is like,
it just figures all that out for you, right? It figures out where the liquidity is, it figures
out what bridge to use. And you can just like deposit straight into it,
and the agents figure it out on the back. And it's like, that's the, you know, that's the vision
that we want to ship like today, and we'll be live super soon. And then like, the long term
vision is like, the thing just manages your money for you, right? Like, you know, I wish I had,
you know, some, some like super smart gigabrain quant that could just like, you know, trade my
money on behalf of me. But like, you can actually just do that with AI, right? Like one of the things that we built
internally and people have been playing with is like, you want to have a complicated strategy,
you have no idea how to code it, you have no, you have no idea even how to like vibe code,
but can like an AI to just go do that on your behalf? You're just like, hey, make money,
it can go do the thing for you. Like that is the end state of this. And I think like that is the thing
that we're trying to build, right?
So Jake, if you don't mind me asking,
is this all just on Hyperliquid right now?
Or, because I totally agree with you.
I think that AI agents will just replace
us owning our assets ourselves.
And, you know, whether it's just a fleet of AI agents that all act as
financial advisors or they're actually doing the trading.
But I was just wondering, is this just on Hyperliquid right now?
Yeah.
So the idea and I think Faded kind of hit on this is like Hyperliquid, I think, is that
like most like one of the strongest communities in DeFi right now.
And we want to build for like people that actually use crypto and care about it and are super deep in the trenches. So like, that is the first product,
because like, we think that that's a community like worth winning over. In the long run, like,
this will be everywhere, right? So we also have like, you know, all the main like L1s and L2s
that people can trade on like Solana is coming soon. But like, we want to build for people to
use crypto and like hyperliquid is where those guys are at right now right so so let's say like a situation where i wanted to uh make an lp on meteora i mean obviously
like that's not available right away but it can it will be become available like ask an ai agent to
build different um like tiers of liquidity within a specific Meteora liquidity pool?
Yeah, the idea is that anything on chain that you could do could just be automated.
I think one very obvious thing about using these AI tools today is you can just...
I kind of know what I want.
Hey, I want to create an LP pool for this token.
Can you just set it up with these parameters?
And then it can just take the money in your wallet and go do that thing
and set it up without, like, you know, I spent, like, way too long trying to figure
out how to set up a radium pool with, like, the correct parameters.
And, like, you know, I had to ask all these people.
But, like, it turns out AI is just, like, 10 times smarter than you
in all these things.
So the idea is that we can do all of that.
That's sick.
That's sick.
I like that.
Thanks for not making me a hater today.
Oh, gosh.
Yeah, no, I do.
What was your name, Bubba?
I just want to say what up.
I finally can speak.
Can we get the AI to fix fucking Twitter spaces so I can see when people are talking?
Jesus, man.
This shit's getting old.
Yeah, MySpace got rugged like three times yesterday.
I was pissed.
Impossible.
Yeah, man.
We need AI to just solve everything.
Like, everything.
Maybe.
Maybe that's a scary world, too.
I don't know if I...
Imagine you had an AI lawyer.
Actually, I'd fucking...
Wait, AI lawyers are real.
That's lit.
What?
You should try it.
Yeah, what do you mean?
AI lawyers are actually real.
Wait, what the fuck?
I could go get an AI lawyer right now?
Bro, my dad was telling me, because my dad's a lawyer,
he was telling me that the AI lawyers are smarter
than the real lawyers.
You can get an AI lawyer right now.
Not one that's going to go to court for you.
Not yet.
We don't have AI lawyers.
No, I'm sending my options to court.
I'm sending my options.
What?
Bro, that's scary.
Bro, you could basically have a lawyer now read contracts for you so you're not getting fucked.
Yeah.
No, I've used AI for like uh contracts and paperwork and
stuff before um it's just interesting it's just the idea of like an optimist like
like going into a courthouse and fucking defending you
that's it's wild like but i mean shit we might not be a couple only a couple
years away from something like that where optimus pulls up and say hey he ain't do it
no you can just represent yourself it'll actually like draft the the motion whatever thing you want
and it'll actually respond to emotion if you wanted to. ChatGPT can already do that.
And then you just show up at your core date or whatever and say,
hey, look, I'm representing myself through ChatGPT.
And then, you know, just plead your case.
100%.
Yo, Jake, something I was going to say that's, I think,
really missing right now on Hyper,
there's not, like, there's not an easy way to capture some Solana liquidity so I feel like you know what you guys are building could could potentially
open that pathway up right now we were just talking about this on our hyper spaces
with drip and a few other guys earlier this week where we were talking about how like
how how difficult you know it might be for people.
And I think that's why, kind of a catch-22 there,
is maybe that's why the hyperliquid community is so strong and so good,
because it's people who actually care to take the time and effort to go over.
Well, we know what comes with Solana volume.
We know what comes with Solana volume we know what comes with solana so i don't know man we probably don't even want them on hyper to be honest with you it's coming
it's coming yeah see it's coming because like just think about it like this right
there is probably billions of dollars just sideline on soul right now that's just like
fuck i i need to put this
somewhere and they don't know where to go you know like I make up a very small fraction of that
where I'm like fuck like I think that people that have a volume sidelined on Solana are probably on
the run right now or in different countries um specifically but uh no I had one other uh kind
of topic and it's something that you posted the other day, Faded, and it was that Pumps, well, you thought that Pumps Fun and PumpSwap were going to launch their own blockchains.
And I kind of like differed in opinion because I, looking at all of the PumpSwap partners, you actually see different blockchains on there like Aptos, Tron, I think Say and Sui are on there, a whole bunch of them, right?
So my hypothesis was that instead of them launching their own chain, they're actually
going to be able to centralize liquidity from all of those chains.
And I know centralize is like a weird, we have a weird love-hate relationship with that word in Web3,
but I think that they're actually going to build out infrastructure so that you can do cross-chain
swaps through pump swap. And so whether that means like, you know, buying a mean coin that
might be on Solana, but you have your liquidity on Hyperliquid or on ETH or on, say, or SUI or whatever,
that you're going to be able to do these cross-chain swaps.
And so, Jake, another question for you was, do you see that becoming more commonplace?
Do you agree with that?
And do you think that, obviously, your agents would be able to kind of work with that infrastructure?
I mean, yeah.
So the really nice thing about these sort of integrations and sort of connecting a bunch
of different platforms together is that we don't actually have to do all the legwork.
So AI, it turns out they're really good at creating frameworks to interact cross-chain
or cross-platform, cross-project.
And I'm not going to start getting in the trenches of the way this works technologically.
If you guys look at this concept called MCPs, it's basically just a way for AIs to interact
with any API, any sort of platform.
And so it is once you set up the infrastructure, your agent can just go figure out itself and
start to interact with the thing.
So one thing that we really care about is people being able to say you know, Pump just launched a new chain or something. Like,
I want to trade on it, like figure out how to go trade on it. And then the agent not only goes and
trades on it, but can set up the integration for that, like on its own. So, you know, this
actually takes vibe coding to like a different level when it's like, now you're no longer even
like vibe coding. You're just like, you're kind of being a project manager. Like, oh, I have the
alpha because I know this thing is launching, like go do the thing for me so they're
like ai is just so powerful that like you know this is what we want to build is the infrastructure
so that people can do this on their own that's fire wow wow i think um i actually think they're
going to be coming for the wallets rather than any of these other platforms. Like they already dominate the swap volume based on like just launching on Solana.
And it's like if they're incorporating all this cross chain liquidity, like what are they
essentially doing? They're competing with the cross chain wallets. And like if you look at
the competitive advantage of a lot of the wallets that came and like rose in 2025 and 2024,
it was their cross chain functionality functionality how like it works so seamlessly
between like bitcoin ethereum solana and i think like since they just have that user acquisition
that strong funnel they have all the dgens like they're really well equipped to just drop the
wallet function because they have the swap volume and i think that's the key there whereas like
wallets are struggling to fight each other for like who's doing the most swaps inside my wallet. Whereas like they've already shown like, hey, we have the users,
we have the swap volume on our new tool. So it's just launching the custody, the custody aspect of
the coin. And if they're, you know, going to be working with like Tron and all these other
blockchains to kind of wrap it into one tool, I really think they're, they're equipped to like
take market share and do it fast too. That's the thing, like a company like PumpFun, a lot of people don't
realize how fast they can flip the narrative because they have so much volume. They have so
many users, like they have all the attention. So it's realistically like, you know, what do we want
to roll out this week? This is a good take because wallets also suck. Like I think like every time I
use a wallet, I'm like, damn, this could just be 10 times.
If I spent the next five years building a wallet, I could build something 10 times better.
So I wouldn't be surprised if someone just eats up a lot of that market.
Jake, I'd love to introduce you.
Yeah, and they already launched the mobile app, too.
So it's like just adding the functionality to the mobile app.
Jake, I'd love to introduce you to Nest Wallets at some point if you're interested. They already have a wallet and they already introduced Hyperliquid perps on their app. So you can actually import your existing Hyperliquid accounts if you're interested or whatever.
Jake, I'd love to introduce you to Nest Wallets at some point if you're interested.
Yeah, that'd be dope. I mean, wallets are such a big opportunity. It's one of the points in crypto where I'm like, damn, I have to explain to a friend how to use MetaMask again. And I'm just tired of that, right? So I'm ready for better alternatives.
Yeah, I pinned a tweet to the top so you can check it's about, but it's basically my tinfoil take on pump fund potentially dropping a blockchain.
The reason I have this thesis and like it's just a theory, right?
It's just a theory.
I don't know.
This is not confirmed or anything, but it just comes down to just business, right?
Like they make a lot of money.
They account for a large amount of volume on solana um and they've already like we've
already seen pump fun eliminate their decks uh not even competitors right but people that were
directly benefiting from their ecosystem such as radium uh meteora jupiter you know they didn't
put a death blow to these different decks protocols but they definitely hurt them quite a bit by saying, well, fuck you guys.
We're doing our own pump swap. Right.
So my thesis is that like, all right, well, as of right now.
Right. So now pump fund is getting paid on point five percent of all of the volume of every single pump fund token in perpetuity.
every single pump fund token in perpetuity. So that means like, even if the token graduates,
doesn't graduate, whatever, they're just making a percent or sorry, once the token does graduate,
they make 0.5% of the, the, the volume revenue on that token in perpetuity. So they're just
always making money on that. So that's sort of why I was like, well, they're going to start to outpace the chain at one point. And right now, right, like we need like, obviously Solana showed
that there's a desire for a gambling chain, right? There's people, there were DGENs that just wanted
to gamble. And that ended up being the home, that home, that hub came onto Solana. And that was through PumpFun. So, you know, post Libra scandal, right, you saw
all this, a lot of Solana creators, you know, pivoting into our tech communities, right? VCs
are pivoting investments into, you know, more long term infra or AI, right? It just seems like
the chain itself is maturing. So I don't see it as like a positive
thing or a negative thing. It's just like more of an objective analysis of like, all right, well,
if this chain wants to mature to be considered a big boy outside of just a gambling casino,
right? And this company is making a ridiculous amount of money projected post pump swap.
ridiculous amount of money, uh, projected post pump swap, uh, grok gave me a $2.1 billion
projection for the next year. Um, which would be like a two or three X from what they made last
year. It's just, there's just a lot going on here. Um, but yeah, Jake, I think, uh, there's a lot of
different projects within a hyper liquid that would be probably good to connect with, uh, and
link up with now.
While we still have some time, Omniti, I wanted to kind of learn a little bit more about your project.
I haven't looked at it at all yet, completely transparently, but I'm excited to learn more.
And yeah, man, how are you guys doing?
Hey, how's it going, Faded?
Yeah, my name's Sheldon.
I'm out here with Mining Disrupt right now in Fort Lauderdale, Florida, just talking to some fellow Bitcoiners, even though there's nobody here who focuses on Runes and Ordinals infrastructure.
That's our bag right now. So we've been doing bridging for the past year or so with Runes, and we started doing DeFi with it earlier this year, and we're looking at an Ordininal integration coming up in the next few months so we've been doing infrastructure between blockchains for a long time so it's comfortable
for us to maintain a bridge with a lot of different blockchain types but yeah bitcoin is the most
trustful environment so that's what we're we're starting with it's the highest security block
space that we could get so that makes sense for us to you know support DeFi, provide some free infrastructure like the
runes indexer that we offer for free. You don't have to have an API to verify runes. You just
have your UI, you know, check to see if a rune already exists, that sort of thing.
So we're trying to prop up runes as a token standard the same way that ERC20 got a lot
of free love because people believed in it back in the day that really kick-started the ICO craze so we're really big on supporting runes even if we're not profiting from it directly and
you know we're talking to a lot of different folks about integrations which is what I pinned
to the nest as well phantom is 15 million monthly active users so a very serious market that we're
trying to get into as well holy fuck this is really cool man i'm glad i'm uh
checking this out um and yeah dude i'm not gonna lie you guys are probably facing an uphill battle
uh with runes right now but the timing is really really good and interesting uh like i said with
earlier in the spaces with taproot wizards mint right there's all this uh influx of liquidity
kind of in the dgen btc space that just got
introduced 20 million dollars that's not even including the secondary volume that i'm sure
it's going to get uh so a lot of that i'm sure is going to bleed over so let me just make sure
i understand this correctly basically with uh omnity uh i can take solana, ETH, whatever, and basically buy runes like a DEX experience, like as if I'm on Uniswap?
So we're not there yet.
There's people who are offering that with permissioning with centralized like Winx and exception here and there.
Our DEX is open source.
Our tech runs on chain on ICP.
So we're doing a little bit less than that.
To start, you have to have a rune in order to bridge it.
And you also could just use runes on the base layer
to interact with single action DeFi.
So no deposit, no withdrawal.
Just that you...
Sorry, did I cut out there for a second?
No, no, all good. There's no middleman, basically.
Yeah, so you can see it on chain. i can explain it to you if you want but i don't mean to go too deep into the nerd end it's just we're coordinating people's transactions on a
bitcoin amm decks and it's open now so uh that's our pin post is open sourcing from last week so
yeah we're really serious about trying to raise the bar in runes and we know it's a little bit of a, of a lift, but especially with more of the interoperability
between runes and ordinals, like fractionalization and interesting defiance stuff there, there's,
there's a lot for us to do. So we've also been doing product research on ordinals. Feel free
to tag us or give us some comments on that. But yeah, especially with the recent ordinal success,
we're not necessarily trying to take away from that liquidity,
but we think that we can bring new people to that market
if we show them that the UTXO tech
is actually different than Ethereum.
We don't have to just mimic the DeFi of yesterday.
We can do some really interesting stuff.
No, that's absolutely fascinating.
And it's true.
And I don't think it's necessarily taking...
That liquidity came... Primarily, a lot of that liquidity is coming to the chain to trade. Right. These like most of these people minting this stuff, they're looking to sell it at some point for profit. Right. They're not just like, hey, I'm just doing this for free. Right. So I think it's a it's a really awesome like spot to be positioned in, especially right now, man.
Pretty, pretty cool.
Cool.
Yeah, this has been a banger of spaces.
I love talking to builders.
I think it's a lot more of a valuable conversation for everybody, for other builders, for community
leaders, for people that are lost, too, right?
People that are like, I don't know what the fuck I'm doing here.
I'm just kind of hanging out, right?
It gives them ideas, right?
They're able to listen to all these different projects,
listen to guys like Jake and Zell and Omnity, you know,
explain about what they're building,
perhaps even get inspired in the same time
to pursue their own builds and dreams as well.
I pinned up all the different projects that spoke today.
So if you guys want to check them out, feel free to check them out.
Some really, really interesting stuff.
All of them are building actual things with actual tech.
Now it's our responsibility to hold them to a standard and then at the same time support them when they need us the most.
So appreciate it.
And, yeah, any final, any closing thoughts?
We talked about a lot of stuff, man.
Scene, Eva, Mamba, Fate, Jake, Zell.
Yeah.
I actually have one interesting take.
At ETH Denver, the most requested chain addition we got at Matrico was Hyperliquid.
Like, people were like, hey, we're building NFT stuff on here.
And we want, want like to do holder
verification like we want to build communities on hyper liquid and i was like that is very interesting
that is that is that is that's an alpha there so hyper liquid check it out all right guys ciao
have a beautiful day steen actually seen anything you wanted to
close us out with no it was very very broad but i was just kind of saying the one thing that got
me very excited when we talk about ai is like the innovation that's happening in this space and like
my use case for for work like i'm trying to get access to manis ai so i can use it for work it's
like all this innovative shit it feels like we're so early and I'm not
just talking about like tokens or making money. It's just like the actual technology. And that's
what's really fucking cool. And I think that's what's getting the attention again. It's like,
hey guys, this is a breeding ground for new tech. So let's treat it like that.
Fire. All right. Close us out. See you guys next week. We're going to do
another AI space, another hyperliquid space
next week. I'm going to work
really fucking hard on trying to get some of the best
guests and speakers and all that
other stuff possible.
Appreciate it, y'all.
Later, players. Thank you.
