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Reality Check
Recorded: Feb. 4, 2026 Duration: 1:09:49Space Recording
Short Summary
The crypto market is facing a significant downturn, with major cryptocurrencies like Bitcoin and Ethereum experiencing notable declines in value. The NFT sector is also struggling, with many projects, including Pudgy Penguins and Bored Apes, seeing their prices drop as market sentiment turns bearish.
Full Transcription
Thank you. Carry on my wayward son
There'll be peace when you are done
Lay your weary head to rest
Don't you cry no more I'm going to go to the next one. I just... Once I rose above the noise and confusion
Just to get a glimpse beyond this illusion
I was soaring ever higher
But I flew too high
Though my eyes could see
I still was a blind man
Though my mind could flick
I still was a mad man
I hear the voices
When I'm dreaming
I can hear them say
Carry on my wayward son There There'll be peace when you are done.
They go with me head to rest. Don't you cry no more. Oh, my God. I don't know. On a stormy sea of moving emotion,
Tossed about down like a ship on the ocean,
A set of course for its unfortunate,
But I hear the voices say,
Carry on my wayward son,
There'll be peace when you are done Make all the rehab to rest
Don't you cry no more Thank you. I'm sorry. Oh, yeah. Oh, yeah. Oh, yeah. Oh, yeah. Oh, yeah.
Oh, yeah.
Oh, yeah.
Oh, yeah.
Oh, yeah.
Oh, yeah.
Oh, yeah.
Oh, yeah.
Oh, yeah.
Oh, yeah.
Oh, yeah.
Oh, yeah.
Oh, yeah.
Oh, yeah.
Oh, yeah.
Oh, yeah.
Oh, yeah.
Oh, yeah.
Oh, yeah.
Oh, yeah.
Oh, yeah. Oh, yeah. Oh, yeah. Oh, yeah. Oh, yeah. Oh, yeah. Oh, yeah. I'll tell you, carry on my wayward style.
There'll be peace when you wander.
Where you'll be ready to rest.
Don't you cry.
Don't you cry. Oh, my God. Oh all right gm everyone welcome and happy Wednesday, everyone.
Welcome into the space.
We are live, or I'm live, kick, X, and abstract.
So make sure you tune in wherever you want.
If you want to watch on stream or just come in the space, be in the space, retweet the fucking space.
Do it all. So all so yeah let's
get it uh kenny powers gm sir how we doing yo what up cheese gm jim doing good man how about you
good good just uh another day it's kind of a sluggish day um you know i uh told kyle i said we're probably gonna run for like another hour um you know
not an insane amount of stuff i mean there is a lot of stuff going on in the space but like
a lot of the shit i want to do right now is just play some games and like i can't sit here and play
games and host the space at the same time you know so a lot of stuff happening on abstract that i want to check out but i just haven't um
you know i haven't had the time to get over there and do it but i i think i might do some of that
today after the space so yeah we'll see what happens uh but anyways kyle i know was covered
up at work i would assume he's probably still covered up otherwise he would
have uh said GM already so we'll rotate back to him when he comes in uh screaming saying that he's
here uh Alex GM what's happening GM sir uh yeah I'm good uh yeah just busy busy on the phone and
stuff man but otherwise I'm good man um i did see uh some free mints for
me bit holders and stuff i think i tagged you uh earlier uh something like humanoids or something
like this man i don't know if you saw it on the timeline uh they you said they're humanoids like
no no maybe not the humanoids but some kind of human thing. Free for Moonbird and MeBitsholders, I think it was.
Okay.
How the fuck did I miss that tag?
I can DM you when I find it.
I'm scrolling through, seeing where we're at here.
Yeah, I'm going to find it here in just a second.
But, yeah, we'll see what that's about.
Big Rock, what's up, brother?
How you doing?
What up, Cheese?
What up, Kenny?
What up, Kyle?
Just chilling, bro.
Looking at the market, checking out some JPEGs.
Going shopping, man.
Nice.
Nice.
What are you shopping for?
Nakamigos, of course.
Looking for some art as well. i'm contemplating some maybe little
pudgy or something or another but yep just browsing okay all right um yeah i know kyle was
uh i and little pudgies for sure and um but he's yet to pull the trigger on one.
Uh, you know, definitely will help on the abstract side of things.
Uh, especially with TG and all that stuff coming up.
So, um, I do see this, uh, Alex solos.
Is that what it is?
A human resources claim for me bits and V friends holders.
One per wallet.
Free mint.
First come, first serve.
Okay, yeah, you tagged me, Kyle, and Chris, or Captain.
Okay, and where are these?
So Tuesday is Nakamigos, Moonbirds, Good Vibes.
Wednesday, VFriends, MeBits.
Thursday, Doodles, pudgies, Fridays,
champers and little pudgies. And then Monday is crypto punks and board eight. Like this guy
literally targeted every like decent brand in the space with this. Um um each mint window will open at 6 p.m gmt and close at 2 p.m the following
day uh reserves will be added two hours in advance for each mint window um so it's on
verse.works have you ever minted on this verse web page for some reason it rings a bell but i don't think so but i know sergito retweeted it
and that's how because i've got notifications on for sergito you know the me bit founder yeah yeah
yeah okay so i mean i guess if he um i guess if he retweeted it maybe i i don't know like are a lot
of people are going to be afraid to connect
their wallets that have those assets in them to mint an nft by fucking solos who's got 3 400
followers yeah um i mean sejito seems very professional and stuff so i would have thought
he would have checked it out before retweeting. Is that one of those kind of guys who would just
retweet random stuff?
Yeah.
I mean, I'm looking at it.
Tabor
Robot?
Is this just going to be images of this guy?
I don't know.
Who the fuck is this guy?
I don't know. I thought you'd check it out.
I'm looking at it right now.
863 artworks presented by Solos.
And it's like this random guy.
But he's like aged in all these different pictures.
Like I'm scrolling through the artwork now.
It's just him at different ages with.
What we're going to do with some random
guy? This is an NFT, not a
fucking glory hole at a truck stop, huh?
Is it AI?
This is 100%
AI. I mean, it's the same guy
but just different ages with
mustaches and hairstyles
and clothes and
like...
Wait, wait, wait. I can't see this but it sounds
familiar is this like the guy
took a like a picture every day
for like 10 years or some shit
no no no no this is
this is a project
by a guy it's
Tabber or Tabber
T-A-B-O-R
Roback and it's called Human resources and yeah it's just like i guess
like 830 images i mean the guy it looks the same like the same guy but maybe it's not maybe it's
one or two guys but they're all just like different ages and it's 100 what are you guys even looking at um no it's not
pinned to the top somebody pin something to the top yeah yeah for the audience's sake you know
some people might want to know what uh hold hold the hold the on jesus sorry bro sorry bro
that gm was weak as this morning jesus i thought I was listening to fucking PR. That was not a weak GM.
Welcome back to reality.
Yeah, it was not a weak GM.
But anyways, yes, it's pinned up there to the top.
You're going to have to follow the link to the Mint page, which is verse.works.
And you look at this, and it's like, it might be like one or two different people but i i mean
all of them just kind of look the same uh just different ages so yeah i don't know verse works
wait aren't verse work verse works are like an art house in in in london okay oh you would know
more than me yeah okay well there you go actually i know the girl so i could oh well there you go they run
good parties man well tell her to get us some fucking white listen you know how good like like
epstein good no i'm kidding as a joke well it wasn't on the island it was in mayfair in london
but you know the the white the champagne and wine kept coming and there was food and then the dj started and uh uh i i think we ended up at the
casino and then i came home maybe like a midday the next day it was a it was uh i don't remember
much but uh um some alcohol was drinking or drunken even drunk. Drunk, drunk, drank. Some alcohol was drank. Drunk. One of those words.
Drunken, one of them.
I haven't been drinking today either.
Yeah.
So, yeah, this opens today at 1 p.m.
100 artworks available per phase.
The final supply will consist of 10,000 artworks.
It does say that...
So, like, this is not...
Each buyer will receive a unique
artwork generated by the artist algorithm
which will differ from the artwork
shown.
yeah, I don't know.
Don't know. Good luck with it. If you can't
get it, it's free, so go fucking get
one and maybe you can make some money on it. If you can't get it, it's free. So go fucking get one. And, uh,
maybe you can make some money on it or you can call yourself a collector,
beyond that point.
Right.
I guess,
I don't know.
we'll leave this one to Alex and our luck.
These things will run up to like,
fuck,
this will be one of those random ass art collections that run up to like 20
East. Um, that, um, this will be one of those random-ass art collections that run up to like 20.
Too photo realistic for me.
Yeah.
I like cartoon animals.
I don't want, yeah, humanoid-type PFPs.
Yeah, real people.
Real old people or even whatever.
Yeah.
Anyways.
What else did we... Who did we not get...
Did we say good morning to Big Rug?
I'm fucking having that meeting.
Yeah, no, no, you're good.
Okay.
Yeah, I'm fucking...
I'm old.
I'm old.
I'm old.
I like that Good Vibes Club, though, Big Rug.
That's a nice looking one.
Big Rug is a collector of fine NFTs.
I got to say, dude, you show up with some really nice
fucking pfps dude see i'm a snob so in irl i dress really poor but i eat very expensive
so here i kind of do all my flexing for fun
okay all right well there we go kenny um um, as I said, probably going to run for about
an hour today, give you another early day. What'd you do with your free time yesterday, Kenny?
Oh man, I went to the gym, uh, did some grocery shopping, came home, did some laundry. I was
very productive yesterday. Nice. Okay. Well, you'll get another shot at that today.
Hell yeah. Dude, everything a good
wife could have done for you if you weren't such a
man whore. Yeah, exactly.
Yeah, but guess what? I have zero stress
in my life from my wife yapping in my
ear all night long, bro.
Take down the Christmas tree, Kyle.
I don't want to take down the Christmas
tree.
And he still probably hasn't taken that motherfucker down yet.
We're going to find out tomorrow.
Surprise reveal tomorrow.
Find out.
Tune in tomorrow to find out if my motherfucking Christmas tree is still up or not.
Oh, my God.
Kenny, what are the markets marketing?
Where is Bitcoin at?
What are we doing here?
Market sets.
To be completely honest. 621 we're down five and a half almost five and a half percent on bitcoin after a little relief rally yesterday uh
giving it all back ethereum 21 20 solana about to dip below yesterday i said it was about to dip below. Yesterday I said it was about to dip below $100. Today I'm telling you it's about to dip below $90.
Currently sitting at $91.91, down 10% on the day.
XRP down to $1.53, down about 5% BNB, down 5% to $730.
Only thing, again, green on the day hyper liquid not much but uh 34.39 up about 0.86
percent but continues to show very show very good strength um while the rest of the market sells off
um if you go look at hyper liquid you know you look at it on the week it is up um and relatively nicely on the
week it's up about um well really over the past month it's up 27 on the past month you go look
at bitcoin on the past month uh we're down 18 ethereum in the past month is down 30 uh solana
on the month is down 33%.
So, yeah. And then he got hybrid liquid up 27.
So, again, continues to trade against the market as kind of like a consensus play right now.
Looking at Zcash, down to $264, bro.
Remember, Zcash ran all the way up to $750 in, what was that, about November of this year.
Last year hit $741.
Currently hit $265, so continues to sell off over there.
Yeah, just not looking good across the board, in all honesty.
Not only in crypto, but in equities as well.
You got fucking NASDAQ down another 289 points today as the ai
sell-off continues to happen tech sell-off really in general s&p's down 25 points dow jones is up a
little bit um but yeah and then you got gold back down to 49 uh 25 and silver after hitting 120
sitting at 86 so it's not necessarily just related to crypto.
It's just more of a risk-off kind of timing right now.
You're seeing a sell-off across multiple assets right now.
So, yeah, I mean, it's just really you've got to weather the storm. I don't know if necessarily the stock market tops.
So we could see a bit of a sell-off over there 15 20 percent
um which you know if stocks are selling off you can have other riskier assets or risk on assets
like crypto um sell off as well so yeah just gotta gotta weather the storm for the time being and uh
see what happens over the next couple months um and just try and survive the drawback.
Because we did hit 126 last year on Bitcoin, currently sitting at 73,000.
Pretty big dip off the top.
We're getting into that 40% range from the top.
Technically could be considered a bear market um i don't really know
you know as far as the cycle goes whether or not it's respecting the four-year cycle or
this is just more of a broad market sell-off but yeah we're just gonna have to weather the storm
and uh and you know try and conserve your capital and be able to invest at the bottom
which i feel like we're getting close to the bottom right here.
I can't imagine Bitcoin dipping much lower than mid 60s to upper 60s.
So it feels like we're getting into that bottom territory.
So, yeah.
What is that retracement all the way from all time high?
What is that?
Alex may know faster than you.
What?
To 60?
Where we're at right now?
Yeah. From where Bitcoin was at all-time high to now.
70%.
No, well, we were at 124.
We're sitting at 73 right now.
So that's, what, like 40-ish in that range?
Right?
Half of 124 is 62,000.
So that would be 50%.
So we're down about 40%.
Yeah. Hans, thank is 62,000. So that would be 50%. So we're down about 40%. Yeah.
Hans, thank you as always.
Hope you're well, sir.
Haven't seen you in a few days.
Dropping
fat tips on abstract.
Hans, shout out to you.
Yeah, and as Kyle always says,
you can tell when the markets are down
because Hans' bingu tip fluctuates, but he's always showing up,
so we appreciate that.
Yeah, what about NFTs, Kenny?
Yeah, NFTs.
What is happening here?
Kind of same situation, not a whole lot of action.
Over the past 24 hours, CryptoPunks continue to slip in value
because of the underlying asset ETH, down to $57,000 for a crypto punk.
I don't know about you.
Seems like a really good deal considering these are $200,000 not that long ago.
But yeah, other than that, you know, you got good vibes up about 8.5% to 0.92.
$1,953 for a GVC,c which is you got to respect that man i mean
these guys they've been grinding they've been hustling chris ty they're great guys their
community is fucking awesome i was part of it for months and uh i fucking always enjoyed that
community they're they're cool people so i was a part of it for minutes yeah you were did you see that did you see that stormtrooper that sold the other day for like 80
nah but i think that was a full body it was a full body yeah yeah it was a full body blue
same color yeah those are those are those are pretty rare exactly but no i'm just saying the
80th for that is pretty fucking insane yeah it's pretty wild in these market conditions considering the
floor is less than one eat to pay a you know over eight x multiplier or well there ain't but like
there ain't but like one of the full i think there's four or five yeah there's yeah there's
four or five i think total yeah which is wild still with 594 listed uhTs. So, yeah, good for them.
Yeah, they're doing really well.
Pudgy is down about 3%, 4.19.
You can get a Pudgy for less than $9,000 right now.
Seems like a good buy.
I don't know.
Then you got a little Pudgy is down about 200%. Bored Apes.
Bro, with the cost of ETH, everything is a good buy.
Bored Apes, good buy apes goodbye fucking uh for a
board ape that's pretty cheap a mutant you can get a mutant for about 1600 bucks moon birds
which is wild i mean seeing these prices yeah yeah considering mutants were what at one point
weren't they selling for like 30 or 40s uh yeah they were 40 definitely um yeah they were 40 definitely yeah they were up there
they were up there
I'm trying to look see what
I wish the filter system was as good
as it was on Magic Eden
on as it is
I wished it was as good on
OpenSea as it is on Magic Eden
Bored Apes or for Mutants
for Mutants I'm sorry because
like on Magic Eden
you can just filter between M1 and M2.
Over here, you can't.
You gotta
go through and select all the backgrounds.
Which is dumb as fuck.
But on Magic Eden
it's a little bit easier.
Like, bro.
There's a suit. Look at this fucking M2, and I'm sharing this.
This thing is, I don't know the rarity on it,
and I don't know if this is real or not,
but it's got the M2 blindfold.
M2 Grin Gold Grill.
Like, that grill right there,
this thing had to sell for 50 ETH at one point.
Oh, the guy never sold.
Oh, my God.
This person held it all the way through the rip.
Oh, Kyle, your boy Hetty Token bought it for 7.6 ETH.
That marks the top for mutants.
Well, no, this was three years ago.
But, man, what a clean motherfucking mutant in this
brother's things uh 1.4 eth right now which is insane uh yeah for a gold grin oh man that's wild
it's unfortunate you know i'd like to get a mutant someday i'd love to have a couple of
little pudgies and a like really nice m2 that
would be yeah that'd be pretty cool i mean that was a big bayc but you know poor folks have poor
ways i mean yeah it's a good entry for m2s now uh yeah i mean that would that was a m2 the cheapest
m2 cowboy hat which is my favorite uh it has the pink fucking um the pink like fucking uh flamingo
jacket i'm not a fan of that uh but yeah no there's there's really cheap entry in the m2s
right now yeah it's unfortunate you know rarity you know outside of adam weisman right now who's
fucking buying the rarest of rare nfts at a premium um unfortunately in a lot of collections
in particular um you know like take for example creeps which is obviously one of our favorite
i mean you're seeing balaclava selling for like 0.7 spliff selling for 0.6 these are the rarest
of rares um and it's not just creeps it's a lot of collections like you were just
referring to new nates uh m2 selling for you know just over an eath um it's unfortunate because
that's one of the was one of my favorite things about nfts is like trait shopping and finding
rare traits you know because they always went for you used to put out fucking daily tweets about it. Yeah.
Is what you would do.
Yeah.
And now, yeah.
I forgot about that.
That's right, dude.
Kenny Powers used to be a little trade sniper.
Yeah.
Yeah.
You know what?
Let's see here.
You know what actually has maybe the best looking fucking chart
on NFT floors and all of NFTs?
It was the least.
Flogs.
No, flogs
are down fucking
tremendously
bad.
Nakamigos. Let me just tell you.
Bearish. Bearish
NFTs. They've been basically
sideways the whole time.
Let's see here. 523.25,
basically the start of the chart. 0.1 ETH. They've been as high as a 0.16. And today they're,
they're basically 0.01 or 0.1. If anything, they are consistent. So, you know,
congratulations to them. They haven you know what, dude?
They haven't really had big drops, so that's good.
Up 0% is better than down 70%.
I'll fucking take that any day of the week in this market.
Yeah, that's good.
That's good.
Well, now you need to start pumping your bearish bags and, you know,
telling people why they should buy them.
Oh, I literally do.
I literally do.
People ask me about uh
oh what my favorite nft project was on a space yesterday and you know what i told him i told
him fucking bearish dude fucking buy the bears that's what i told him all right there you go
buy the bears uh kenny uh what else over on nfts any other bro why is cyber kongs up so much yeah
it's not many things were less than an east, it's not many sales. These things were less than
an ETH. Yeah, there weren't many sales.
I think there were only about five sales, but still.
Yeah, back up to a
respectable number for CyberKong.
1.8 ETH.
Up 20% on the day.
Yeah, don't necessarily
know. I mean, it was only five sales.
I heard somebody say this morning
they posted some fucking video on there.
Yeah, there's a minute and 30 second video that they posted yesterday.
I don't know what's in this video.
The weaponization of opportunity is the tweet.
Well, you got to think a lot of people that had these are not really even active in the space.
Because these are like so OG.
I mean, they were yielding banana
and when banana token was going crazy this is 2020 you know 2021 like people were making a lot
of fucking money and um you know a lot of those people aren't around anymore or they've made
enough money and they just don't even they don't even trade really trade a lot of those people aren't around anymore or they've made enough money and they just don't even, they don't even trade really trade a lot of their NFTs.
I do remember the fuck was his name?
Journey crypto had a bunch,
but I think they were part of the ones that were,
in his,
wallet hat there.
So yeah,
I'm because I'm looking at the holders now.
Um, but yeah, still pretty wild though uh that
that floor is i don't know what floor is going on with this video i kind of read it it's too
many words it's a video of words they could have just fucking made it a tweet they could have they
could have put out an article yeah they could have put out an article you know won a million dollars
yeah i don't know
what's going on but maybe just the idea that cyber kong is going to do something and because
it's such an og like thing people are just uh you know looking for something to get excited about
yeah yeah maybe so um the what else um also uh kaito genido Genesis NFTs are up 15%.
They're at 0.2244 ETH.
And yesterday, let me go to my bookmarks here.
Uh, I'm pretty sure it was yesterday.
Yesterday, no, it was this morning, five hours ago.
Uh, somebody else from the team tweeted yesterday as well about it.
But, um, today, uh, the kaido account said later this week we're
going live with kaido studio waitlist uh welcoming uh in a new era for kaido and a new way for
creators to connect with brands um so if you are looking for an opportunity uh this is going to be
for you so it says for creators,
this means higher quality work,
more opportunities and higher rewards.
Starting with X and soon moving on to other platforms in unique ways
and with different ways to be involved.
For now,
stay tuned for a wait list going live and we're excited to start the new
Kaido.
Then on top of that you have zeet
talking about their creator cards are coming i think either this week or next week as well
so they're you know they're it's kind of like a we're gonna have this resurgence of battle of
info fi uh brands so it's gonna be uh it's gonna be pretty interesting to see how this these next
few weeks shake up with with kaido and them but man i i know kaido paid out a lot of fucking money
you know uh within within a year year and a half they also made a shitload of money as well
oh 100 yeah 100 uh damn hans i didn't know he had these uh he said collectors collect
he's got a board ape uh and then he's got the m1 right there next to it holy shit this guy here
um yeah so uh yeah so that's what's coming from Kaido. And like I said, the creator cards,
they are supposed to be dropping at some point soon as well.
Um, but Kenny, back to NFTs.
Uh, Carl, I have a tweet pinned up there at the top from Carl as well.
Um, and he highlighted, you know,
several NFTs that were up in the green.
And CyberKong's, he just said,
definitely cooking something.
Creeps started with some activations
leading to token launch.
FUGS, massive upside with IP traction in Web2.
Had several viral videos on Instagram.
VFriends, making wavesaves in Collector Space with Comic Release.
And then OniForce and Quirky's Community Strength.
And Chimper's still underrated.
But every one of these were, you know,
all of these were up in their own right.
So, yeah, I mean, whether people want to say nfts are
dead or not they're not dead uh we still have you know step plenty of people that believe in
them we just need more people to buy them dude people love that that's what the fuck we need
people love nfts who doesn't love good art right digital art um you know so yes is there still a demand for them there is
you know is it you know peak fomo of 2020 2021 um no but does doesn't mean we can't get back there
you know and um you know these are the times where you know people you know as once crypto starts to pump again which
i feel it's going to at some point this year obviously um you know i think we will see a
resurgence in nfts and i think people will look to kind of spread their money across different
asset classes within crypto some meme coins some you know some majors some nfts it's you know that's typically what
people do is try to diversify a little bit so i do think you know we're in the range of like
good buys you know if you can just buy something and hold it for a little while like you know if
you could buy a pudgy at four east seems like a pretty good play you know creeps sitting at the
price they're at right now gus you know there's a lot of good projects out there play you know creeps sitting at the price they're at right now g use you know there's
a lot of good projects out there that you know if you can just buy and be patient and hold you know
just set it and forget it i think it's uh you'll you'll end up in a profitable trade uh down the
line so yeah you know i i don't think the love for nfts went away i think the demand has just
fallen off a little bit but i think people still love nfts and love the community aspect of nfts went away i think the demand has just fallen off a little bit but i think people still love nfts and love the community aspect of nfts so yeah no i agree with you um so yesterday the ceo of um
of uh dyl i and i talked about these at the beginning I think it was last week I mentioned it it may have been on Monday
but the Pudgy Penguin mystery boxes
alright these were
$100
they said that they're going to be jam-packed
with all kinds of shit
there's the possibility
of having a lot of rare things as well
and possibly even some
NFTs
so the CEO of having a lot of rare things as well and possibly even some nfts so uh the ceo of of
that company said budget penguin mystery boxes redemptions are opening soon uh you'll be able
to open them on dyl i live no shipping required plus a few other fun surprises we've been cooking
up uh can't wait also seen somebody
say there's supposed to be a soulbound token uh for this but they don't know if the soulbound
tokens will go to the people that hold or the people that minted the boxes um and if there
may have possibly been a snapshot or something like that done but uh pretty pretty interesting here uh where they say no
shipping required so are they going to be giving out just like pengu token and nfts and like
abstract shit like i don't know what's going on with them i do know um right now you can still
get your hands on pudgy penguin boxes uh on open OpenSea for $81.81, I think is right now, .0372.
ETH, do not go to Magic Eden and buy them because Magic Eden,
they are, last I looked, they were like $275 on Magic Eden,
which is pretty wild. I'm going to go check the price
difference there.
Make sure.
They're $0.075.
They're $158.
Nobody's bought over here for a minute.
You can get
$2 for the price of $1
on OpenSea. Make sure you get over fucking two for the price of one on OpenSea so
make sure you get over there
if you want to get one
I don't know what's going to be in them I don't know what's going to happen
but could be some
cool stuff in there for you to redeem
and possibly have
a little come up Kyle you could end up getting
a little pudgy for $81
I don't know if they're giving away
NFTs but you never know.
So, yeah, go check those out.
The fuck else did I have here, Kenny?
Where the fuck was it?
God damn it.
Took that off.
Oh, Kyle shared this a minute ago.
KOLWorth.ai is live.
Type any
at, so any of your,
you know, you can do anybody you want.
Get a ruthless breakdown of their
timeline, power score, and value
as an agent.
And this is powered by Z.
this is also with Kyber or Zyber, however you want to say it.
Uh, I'm sure bread will probably have some alarm go off that I, you know, mispronounced it, but
either way you can go do it.
Uh, Kenny go over there and do yours.
You want me to do it for you?
What is it now?
Where do I go?
It's a pin at the top.
Follow that tweet right there.
When you click into the tweet,
there's a link
attached to it. And it's
A-I-K-O-L worth.
And you can check your score.
It says
that I am worth
$87 million.
I wish I was worth $87 million. I wished I was worth $87 million.
That would be
fantastic, Big Rug.
But I did get goat status.
Certified goat.
But I want to see where you're at.
I know Kyle's busy, so I want to search him up.
I don't think he actually
did it, but he did.
How do you do it, you achieve uh there's a tweet
pinned at the top by kyle and oh here comes brad see i told you this motherfucker had like a
bat signal he probably built this shit um brad what's up oh gm uh gm i heard you guys mentioning cyber uh
yeah no we were doing the uh the the ai kol worth uh is what we were doing so oh yeah fun little
tool yeah it is it is um so yeah i was just about to search up uh uh our esteemed co-host an idiot
while he's busy uh oh my god down 24,887 dollars it says on you or no 24 million Oh, copy it and put it in the comments. What is this? Copy it, bro.
I want to see it.
Bro, Kyle is...
Kyle's status is liquidated.
Is that yours?
I'm liquidated, too.
Are you a certified clown?
What does it say?
It says it underneath the barcode.
Yeah, certified clown.
Yep.
Oh, my God.
Yeah, Kyle is negative $7 thousand four hundred and thirteen
dollars i'm negative 24 million eight hundred and eighty seven thousand dollars oh my god i wish i
had that much fucking money bro holy shit um that's funny yeah that's that's pretty good i'm trying to get this uh
here i'm gonna tag kyle in it because i know he's working put it in the comments in space kenny i
want to see what the well i don't even know what this animal thing is how do i uh screenshot
jorge's screenshot or is there a way no it gives you a copy, download, or change that. Yeah.
Mine says liquidated like $52 million,
and then it says like the rug that they feared or something.
Oh, my God.
We can't put comments, Cheese.
Oh, I'm doing it through X on my desktop.
Yeah.
If Cheese's account, you can see the space there. But, yeah, the space itself is fucked up which which one of us is down worse me or kenny i'm down 24 million 887 thousand
uh cyber dollars what about me uh you were down i put your image in the comments uh and tagged you
and i don't know what this little weasel thing is,
but you are,
you are only down a hundred and I'm only down 150 K.
Kenny's down millions.
Yeah.
Why do you look like a Turkey leg with eyes and a nose and some buck teeth?
Like,
I don't know what's going on here.
Yeah.
But then on top of that,
Kyle says status liquidated.
And if you look below the barcode, it says certified clown, which fits you great.
That means different things for me and Kenny.
That's actually a compliment for me.
Yeah.
Well, what has changed that?
I'm sure it takes you to the website.
Tricky, tricky, tricky there.
Good way to lead everybody to the website,
thinking they can just, you know,
thinking they can just change it real quick.
That's pretty good call to action there.
But I do like that.
That's, yeah, that's nice.
I'm down 67 million, and I'm like building with the team,
and I'm still down 67 million certified what is wrong
with you guys
you gotta pay them to work there Brad
what the fuck dude
yeah but I'm getting a great deal on what I'm
paying them to work there so it's fine
man man oh man
yeah uh yeah Kyle you're
cooked uh Kenny does your
figure look like like Kyle's?
What do you mean?
I'm not going to get this out of my head.
I don't know what the fuck it is.
What figure are you...
Go into the comments of the space.
I can't.
Or look on abstract.
Kenny, go to fucking Cheese's account
and then just scroll down to the space.
I've never seen someone
who's been in the space for as long as he has that can't find comments no no no no what i'm
saying is normally we post shit in the comments of the space you can't do that right now it has a
plus a plus if you had a nice young wife she could fucking direct you but i guess since you don't, I gotta do it. Yeah. Kyle, your
Web3 IQ is
0.334887.
Nice.
Yeah, your
clout is non-existent and your
vibe is uninsurable.
Definitely.
Definitely uninsurable.
Wow.
I disagree with yours,yle um your web3
iq is very high uh your clout is uh hold on now dude you don't need to misrepresent me to these
fine people listening here today i'm 100 deployed into jpegs my fucking web3 iq should be in the
negatives that little dial just doesn't go below zero. That's all.
Yeah.
No, but yeah, pretty good stuff.
I like it.
I want to look up one more person real quick because I do want
to look up at... Hold on.
What is this guy? Let me look
this up. At Joostin.
At Joostin.
Let's see what this guy is.
LOL.
Don't tell on that, man.
Kenny.
Whatever, bro.
Let's see here.
At Joosten, negative 40,886,203.
Jeez, are you the only motherfucker
that's even in the positive?
That's how you know this shit's bullshit, bro.
I don't know.
That's how you know this shit's a joke.
Cheese is up 68 mil.
We're all down multi-millions?
Come on.
Yeah, I don't know.
We're not all down multi-millions.
I'm only down 150k, Kenny Powers.
That's pretty impressive.
That's right.
Yeah.
That's right.
You remember that.
Pretty, yeah, pretty wild.
But yeah, that was a, yeah, pretty, yeah, pretty fun tool as far as that goes.
So go check that out.
And I would imagine that Zyber is going to be one of the brands that are going to be activated.
One of the first brands to continue a relationship with Z once the creator cards come out would be my guess because they seem to still be in contact with one another.
Seem to still be putting out content together. So yeah,
we'll see what happens
with those
creator cards when they come.
Trying to see what else
we had here.
Because I have some work stuff I have to get done.
I pinned a little Diddy to the top.
You pinned a what?
Just a little tweet of mine.
Trying to stir the pot a little bit.
I said, the reason I don't really fuck with Ape Chain too much
is because Flingers on Ape isn't constantly in the top 10.
If that chain wasn't just a clicky popularity contest,
this would not be the case.
Shout out to Haifa,
one of the hardest working, most talented people I know in the space.
I was just thinking about it this morning because,
yeah, dude, every time, I don't know why,
but when I go to OpenSea, like most of the other chains, I can just like scroll down and see more collections on 8-chain. I can't for whatever reason. And so every time I want to
go find, you know, the floor on Flingers, I have to like actually go into my wallet, go to one of
my Flingers, go to the fucking collection from that.
And I was just like, dude, Haifa's literally doing more than like all of these other fucking projects.
Like he's actually trying to help educate people and like build cool stuff.
And like, he's a one man fucking team.
And he's just like not getting any support over there.
I was like, you know what, dude, this is like exactly why I don't like the shame.
Like, it's just like some weird little popularity contest over there. I was like, you know what, dude, this is like exactly why I don't like the shame. Like, it's just like some weird little
popularity contest over there.
So anyway, I just thought I'd try to stir the pot
a little bit.
Yeah, you're always looking to stir
shit up even when there's not even shit
to be stirred up for.
Is this the part where we talk about the, uh, no, never mind.
No, this isn't the part where we talk about
anything. I'm just saying, like,
uh, this was a drama-less space and then now here you go. Uh, the sitting apart, we talk about anything. I'm just saying like this was a
dramaless space and then now here you go.
You're an instigator. They need
to add a section on that
Brad's for instigator.
Kenny Powers, what am I supposed to do when
the fucking host of the space just flat runs out of shit
to talk about, dude? I gotta make something up, right?
Yep. That's
right. I'm just fucking doing my
service, good sir.
Okay.
Yeah, I mean, there's just, you know,
other than that, I can sit here and talk about
Abstract for another hour.
You know, short of that, we can
talk about the Polymarket pop-up
store. It's going to be there for five days.
It's a grocery store. It's going to be
popping up for five days. Did you see that, Kenny i did i did that's funny um it's interesting because
yeah no calci the day before announced that a particular grocery store in new york go there
fifty dollars free in groceries for x amount of people. I don't know how many people. And then Pauly Market the
very next day says they're opening that grocery store. So interesting. I guess there's a little
free grocery giveaway battle going on between the prediction markets.
Yeah. It's going to be five days. Pauly Market donated $1 million to the food bank for NYC.
Um, and yeah, it's basically going to be for, uh, people of need, you know, uh, people that
need help.
So yeah, uh, pretty good stuff there.
You know, no purchase required.
We're open to all New Yorkers, a real physical investment in our community.
We're open to all New Yorkers, uh, a real physical investment in our community.
What's going to be wild is that motherfuckers with, you know, six figures, seven figure
jobs will be walking in there trying to get some free groceries.
You know, I mean, I don't understand why free groceries in New York is such a big deal
anyway.
I mean, I'm pretty sure you can just steal the groceries and no one gives a shit at
all in any of these shitholes.
So, yeah. Sorry if you're a New Yorkerorker and by sorry i don't mean for my comment i mean sorry
that you're a fucking new yorker yeah possibly possibly uh 100 percent um yeah other than that
uh you know did we talk about the metallic tweet i? I mean, that happened after the space yesterday.
I think it was before the space, but we never talked about it.
It was right there around it. What I do know is Vitalik did dump some ETH over the past couple of days.
And then he puts the LT tweet out.
Look, I've heard mixed reviews on that.
I'm curious about Brad's thoughts on that because he's a little bit more tech savvy
on the blockchain stuff than we are.
But yeah, I don't necessarily know
if it's the death of L2s.
I think he's saying there needs to be
an evolution of Ethereum.
Not 100% sure, though,
how to kind of construe the message being sent.
But...
From Vitalik?
Yeah.
Yeah, I mean... Yeah, because ultimately i mean like eth main
net gas fees like on average now like i'm just like probably like right now it's like 0.005
right um which is essentially the price of base it's cheaper than optimism it's you know um so
at that point you know all of these l2s got spun up because of
batch transactions and like cheaper fees faster throughput that type of stuff and at this point
the mainnet has been upgraded enough to where not like okay it's cheap well so is mainnet well okay
it's faster okay well so is mainnet now though. So what's the point of your L2 then?
I think that the L2s will have specific kind of uses, maybe.
I think it'll be more so kind of like a transport layer for essentially teams, companies that have a bunch of data
or tons of transactions, and they still want to batch them to mainnet.
I think it'll still be valuable. But as as like the consumer crypto everything jesse is pushing
is no longer relevant at all they can do it all on mainnet i actually like this for abstract too
by the way i know this is like probably detrimental to most l2s but like dude most l2s are the whole
fucking chill is just exactly what brett just said and that's up right like the
abstract shell is like easy onboarding you just need a fucking email and like you know fun
bullshit games and whatnot on the abstract portal right it's like a totally different
shill than oh look at us we've got slightly higher tps and slightly lower gas well that
doesn't matter anymore bucko so no abstract abstract selling
point now is that because they use the zk shit right so it's like there's an actual reason if
you are trying to do like privacy first builds or like you're you're a company or team that's
building with like that as your that's the only reason you got fucking funded just because you're
saying oh we're privacy first blah blah blah. Now abstract actually has a selling
point because
other than that, it's just a pain in the ass
to build on and every ETH builder
that I know is like, ugh, I don't want to build on abstract.
Fuck that. But if there's an
actual purpose and point now,
it makes it more valuable. So I think that abstract
is actually positioned fairly well with
all these upgrades.
It's going to make it easier for devs because it's a pain in the ass with their rpcs and like getting shit together
as a it's it's a pain but do you think that you know ethereum so like say for example like the
the advantages l2s offer like you said to the point of gas fees right gas fees are
comparable now to l2 so what's you know what's the point in using l2 uh maybe faster transactions
isn't that something they can implement down the road as they continue to fork and just like build
on ethereum like um it's like creating a product and then getting knocked off by a bigger company that has more capital and more reach to be able to do the same thing.
Isn't that a possibility that Ethereum will continue to evolve?
Isn't that basically what Vitalik is saying?
We need to continue to evolve Ethereum to get better?
Yeah, and it's something that he's always been pretty vocal about.
We need to keep upgrading.
We need to get blobs settling you know faster we need to make you know cheaper fees less gas wars like it's
something that like the whole eth foundation has been trying to build towards over several years
now you know it's just now we're at a point where like it's a reality you know um i i still think
you know like if we were to repeat other side mint you know
would gas spike like hell yeah but it's not going to spike to where it's costing you three eth to
mint you know like at that at that point it might scale up to like oh now you're at 0.01 0.05 you
know maybe 0.05 versus 0.05 which i think it's's probably where it's at now. Baseline is the price of L2s now.
So where's the value add in an L2 now?
And it's either, yeah, it's going to be like ZK and privacy stuff.
They're going to be more probably private L2s spun up
for like customer data shit and enterprise solution bullshit,
you know,
like that type of stuff.
Right.
And realistically throughput,
right?
Like I'm,
I'm keeping close eyes on mega ETH still,
you know,
if in full production under full public load,
they can still do the things in the throughput that they're claiming
currently.
That's bullish for sure.
But ultimately now, what's the point?
I love that trading app thing that they keep promoting,
where you click the box and if the chart hits the box,
that's great.
Cool user experience, an app that doesn't live on other chains.
That's a selling point for MegaEth, but that's just one app. It's like everybody bought the other chains. It's like, that's a selling point for mega ETH, right? But that's just one app. You know, it's like everybody bought the first iPhone and it's
like, look at me drink my digital beer. You know, it's like, all right, well, that's cool. But like,
what else, what else can it do? Make phone calls and text? Okay, cool. You know, it wasn't until
there were a bunch of apps and all of these tools that were available to where real adoption of the
iPhone other than hype took off then that's
what we're waiting to see here on any l2 that's going to have a chance to survive because otherwise
like if it's cheap i'm just going to build on eth mainnet for the provenance right yeah it makes
sense speaking of meggy did anyone see uh whales post this morning fighting ICOs, basically saying ICO season is over?
Cheese, did you happen to see that?
I don't think so.
Yeah, but he was basically talking about ICOs,
talking about, I guess, Zama,
which is an ICO that recently happened down 40%.
St. Infinite's is down bad.
Polymarket odds on ICOs don't look any better.
So MegaEth raised $1 billion, only 25% chance, trading above a $1.5 billion market cap.
Rainbow raised $100 million, only 31% chance of it being profitable.
Jensen raised $480 million USD, only a 53% chance of being profitable.
And it goes on to list a couple other coins, but basically it's fun in ICOs. The most recent one,
I guess, would be Monad, which was the bigger one. That one's down, I believe, about 25% from ICO price currently.
I was always bullish on good ICOs,
but yeah, he seems to be fighting the ICO meta
or potential for coins to do well right now.
I don't know if I necessarily agree with that,
but it was an interesting take.
Wait, you said Whale?
Whale is fighting ICOs? icos yeah okay i'm bullish then yeah i
guess his post was yeah his post was saying icos are done they're good um yeah well he was just
pointing out probably market odds on like coins performing better than the anticipated you know
market cap i think it has to deal with product,
right?
I mean,
if your shit's worth it,
then it'll do well.
And if it's just more vaporware,
I feel like people are just getting fatigued with the bullshit.
Yeah,
I am interested in Meganeath because I do find that interesting,
but to the point of like Monad,
you know,
like how many people are using Monad now post tg and like uh
are there is there actual traction over there are people actually using it is it something that's
going to be a longer cook you know like it's going to just answer that question no no one is over
there doing anything now i was even listening to the monad guy be like yeah monad's pretty cooked
right now so like did you see art chicks tweet yesterday she
was like hey they had their 18th transaction now today congratulations yeah i see that was yeah
that's pretty wild um i like what are they what is what is even happening there like i don't
understand i don't know they they raise so much money bro hold on i want to go to magic eden and
see what my fucking Milan decks are worth
because I did leave two little NFTs over there on Monad.
I don't even check on them anymore, but let's go.
Just out of curiosity.
That's some seriously degen shit, bro.
I mean, look, I got a decent airdrop,
and I just used 10% of that airdrop to buy a couple of things.
The airdrop was burning a hole in
his pocket bro. You had to fucking get it out of there bro.
That's right. So currently my Milandax
that I think I paid $100 each
for are worth $9.
That's cool.
The tech is techin.
It's purple though.
It do be purple.
Yeah. Brad do you look at anything else or is like like what are you what are you up to um uh yeah just doing shit with cyber dock market uh
mint is friday um whitelist is pretty much already sold out and public's oversubscribed so
um looking forward
to that, um, kind of start rolling out the whole doc market platform. That'll be exciting. And,
uh, other than that, dude, just keeping a close eye on, on all of this, this, uh, I'm waiting
for the beautiful kind of explosion of everything molt, you know, this molt book and molt bots and molt fucking claude stuff like uh
waiting to see how that's gonna play out and uh sonnet 5 comes out apparently this week so like
the new llm from uh from anthropic and claude is gonna be from everything i've read and seen so far
it's gonna be just absolutely disgusting and super cheap so um
just watching that shit man excited to see kind of just more tooling come out nice okay uh did
johnny what's up gm you caught us uh before we're about to end it what's going on oh wow
you're ending in one hour yeah one hour one hour. One hour. We're showing up, showing out, and we're leaving. I'm doing
good, bro. I just wanted
to comment on
Beaver.
You always come at us when we
comment something, and
then this guy
has really questionable
views of the world.
Yeah, I mean, it was
a big surprise to me that he won
the fucking million dollars.
I think a lot of people in Web3 were like,
what the fuck?
He won it for an article, right?
Yeah.
What was the article about? Because I didn't read the article.
I didn't read the article either.
I saw Deloitte in the
title of it, but I never read it.
Yeah, a lot of people were shitting on it. It does say Deloitte in the title of it, but I never read it. Yeah, a lot of people were
shitting on it. It is that Deloitte is the cancer
of the
U.S. that it takes government
money to make all
the analyzers and then
it came about
different ethical groups in there
and stuff like this.
Yeah, I know the
prior to them tweeting that, I think
it had like 40 something
million views.
The article did.
And that's how they
it wasn't
the winner wasn't chosen
based on the content.
It was based on the amount
of organic impressions from the
from like the user's home page from like their their profile uh on that post so and that's
that's what he ended up doing and ended up fucking cleaning house on it so
yeah pretty fucking wild congrats congrats yeah i mean either way
that's that's a lot of fucking money yeah i mean the people that are mad about it are the people
that fucking didn't win like either way cool glad he won a million dollars uh looks like he's given
back like 25 000 of it back to people that used his ToshiBet referral code.
So that's going to be pretty
fucking nuts. That's hilarious.
Yeah, like $10,000 to
it's like doing it based off volume.
So it's like $10,000
to the first person all the way down.
And did you see like within a few minutes
of him being announced
the winner? He fucking
shield his token too yeah that ss token it went
back up to uh i want to say three mil currently it's getting wrecked right now down 26 percent
in the past hour back down to 1.3 mil um but it did run up relatively nicely to uh that information coming out that he did win it ran all the way up
to yeah like uh shit it almost hit five mil it ran to four and a half mil um yesterday so yeah
pretty interesting people trying to play the the beta play of him winning yeah by his going yeah that's uh pretty wild but yeah
i mean like i said uh congrats to him that's uh pretty big pretty big come up after taxes what
do you think he's gonna get because he's gonna get a 1099 for it so i mean after taxes he'd
still probably walk away with six seven hundred grand? About 600 probably. Yeah. Isn't that like lottery?
No, no.
The taxes on lottery in the United
States is way higher than 1099.
1099, I think it's like
40, 39% or 40%.
Yeah. And I think you get hit
harder than that. Wait, wait.
If you win a lot of this one
billion lottery, you have to
pay 500 million in taxes or what?
You got to pay a fuck ton of taxes
and depending on where you live,
you have to pay state income tax.
I mean, there's so many taxes.
It's just fucking, it's tax, tax, tax,
tax, tax. But it depends
where you live at.
You know, whether or not
your state will actually take any away from you.
So, I don't know.
Never want enough to even fucking worry about it, Dijani.
Oh, me neither.
You have got to that Vitalik has called all the L2s dead.
Yeah, we did.
We did go over that.
Yo, didn't you have to fill out?
I don't think he directly said all L2s are dead.
He just laid out a case why most of them are probably not going to make it.
Right?
But anyway, sorry, Kenny.
Go ahead.
No, geez, didn't you have to fill out a tax form when you hit jackpot?
Not once, but twice in New Orleans when we were down there.
Didn't you have to remember when you were trying to get your money?
Didn't you have to fill out that fucking tax form?
I don't remember.
Yeah, I remember.
We were waiting around for that woman.
Wait, wait.
You go to gamble in a casino
and then you have to pay all tax funds?
If you win over a certain amount.
If you win over a certain amount of money, you do.
There's so much about freedom
and the land of freedom.
Well, bro,
there ain't nothing in life free.
I don't give a fuck where you at.
I just want to take the polls
one time back.
Why are you coming and shitting on us, bro?
Because you come always after the
guns and everything.
So at least here you go in the casino, you win a million and you go out with that million.
I like that.
I do like that.
Hell yeah, America, brother.
And by the way, there are things that are free in life.
Jesus, you can, in fact, come to this space and listen to my shitty takes for free every day.
In fact, I pay for this blue check on this app just so people can listen to
my shitty takes for free.
What a philanthropist I am.
Yeah.
I guess.
Yeah.
Alright, cool.
Do we have anything else?
Or is that
it for the day? I think we can lay your fucking NPR is that it for the day?
I think we can layer
NPR energy to rest for the day.
There's rumors floating around it.
There's supposed to be some one-year badge
coming for Abstract.
But I have not seen this.
Where are these rumors coming from?
Or is this a rumor you're trying to start?
No, no, no. I'm seeing just a bunch of
different tweets about it.
But I don't see anything yet.
But not sure. So right now it's still the Ultraman badge that's there and that is it.
It's probably all fake news. Fake news, people. Fake news.
Yeah. But other than that, I think that's it.
Bye, everybody. yeah but other than that I think that's it bye everybody
yeah everybody have a good day
and we'll be back tomorrow
Kyle you're going to be streaming tomorrow right
yes sir I will be streaming with you tomorrow
alright cool
sounds good
see everybody tomorrow peace out
