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SCALING SOCIAL SUPER-APPS W/REPLYCORP
Recorded: Sept. 22, 2025 Duration: 2:06:39Space Recording
Short Summary
In a dynamic discussion, crypto enthusiasts explored significant trends and growth opportunities in the market, highlighted by successful token launches and strategic partnerships. Notable mentions included the impressive performance of stock pickers, the potential for healthcare investments, and the excitement surrounding the upcoming Reply Corp token presale.
Full Transcription
Thank you. Thank you. Thank you. Thank you. Is it quiet or is it just me?
Has my mic been muted this whole time?
Oh, yeah.
Yeah, I haven't heard a word.
Wow, awesome.
When I unmuted to start talking and started diving in, here we are.
Okay, well, let's start that over.
Fresh start here.
Got everyone jumping up on stage.
Happy Monday, the 22nd of September.
I guess I'll just try to repeat everything I said rapidly here.
That is an unfortunate start to the space, but a slow start for a strong finish.
That's what we do here at Wolf Financial sometimes.
And that's what we're going to go for here tonight and talking about strong starts.
There was a strong start from several stock pickers this week.
And we had a battle going back and forth as I
was watching the results come down to the wire today. Hope everyone's had a great Monday. We
survived FOMC, we survived triple quad witching, and here we are with another week where we're
higher than we were the week before, which has been the trend, right? It's been the common theme
the last several weeks,
several months, I guess, at this point. So either way, let's dive into some of the results,
and then we'll dive into our panel here to get some updated market sentiment thoughts.
If you're new to the show, of course, we do start out with market sentiment, and then we come back
in for the second half to give our two picks for the week.
The competition portion of the space does run from Tuesday's open.
So tomorrow's open until the following Monday afternoon close.
So we get a full week worth of action in there.
Of course, that's just based on this show.
And last week we had a nine out of our 10 pickers with a positive return with a green
return. So just a fantastic job by the whole crew. Nine out of 10 green returns here are
cumulative collective group return 2.36%, which beats the spy return of 0.81% and QQQ 1.62%.
So we did it again, guys.
We beat the market.
Great job.
Let me hit our top pickers of the last week.
Our new, I think, new champion.
I don't know if this guy's been on the podium a couple times,
but I don't know if he's made the first place gold medal, at least not in a little while.
So big shout out to Bull Trade Finder, Knott's, with the 8.92% return.
First place there, he had Rivian and TNA.
Rivian was his best pick, 10.68%, TNA 7.16%, giving him that average to get the first place slot.
Second place goes to Andrew, real pristine capital, 5.02% return. MSOS continues to perform
very well for Andrew. And third place is Vegas. I love stocks one. And I heard an echo there from Knott.
Vegas with the 4.55% return.
She had TSLL as her best pick, 9.23%.
And, you know, normally I only call out the top three results,
but at 4.55, Vegas got that third place slot.
We had Nick Drendel at 4.34, right on her heels the whole time. And Jordan at 4.55. Vegas got that third place slot. We had Nick Drendel at 4.34, right on our heels the whole
time, and Jordan at 4.01. So another top five was a complete battle there coming into this afternoon,
actually. I was watching it jump all around. It was kind of exciting on my end because
I wasn't trading a whole lot today with the trend day. So either way, that's our results.
Knott being the top picker and Andrew and then Vegas are three podium spots.
Our top pick of the week was actually Pony from Nick Drendel, 23.41% return on that.
Second best pick was CRWG from Sam Solid.
We'll see if he pops in here shortly.
19.09% on that one.
And then Rivian from Knott's was the third best pick.
So there's the best picks.
Honorable mention, you could throw TSLL and TSLT from Jordan and Vegas,
both 9-plus percent returns on those.
So just a great job all across the board from the entire crew.
And let's dive into some market sentiment thoughts here.
So Knott's, our current champion, you get to lead us off today.
What are your market sentiment thoughts as you look at more new all-time highs?
Every, I mean, September seasonality has not played out just exactly uh as some people
thought it would so far fomc wasn't the sell the news event quad witching wasn't really at this
point new all-time high today again nots what are your market sentiment thoughts yeah i'd say um
i kind of went into it knowing i mean i think everyone kind of went into it knowing, I mean,
I think everyone kind of went into it knowing there'd be a cut.
That's kind of why I chose IDBM.
I mean, that would be the, I know it ran up so much going into, you know,
this cut, but I just feel like off the actual cut, you know,
it would kind of continue.
And it looks pretty good, you know, to even continue more.
I know we do have more cuts lined up, possibly for the end of the year,
going into next year as well.
But on the broader thing, looking at the NASDAQ, looking at the S&P,
I mean, we're just going straight up.
So when does that end?
Or maybe not end, but when do we get a dip?
I don't know.
I'm just playing it day by day, minute by minute.
I mean, they're just rotating name after name.
Google has been a strong one.
Today we had Apple.
Over the past few days we had Tesla.
We had that NVIDIA news today that was really good.
So just over and over, they're just rotating these big tech names and kind of moving the market up.
I'd say, you know, a gut feeling in my mind is either tomorrow or Wednesday, we do have a down day.
You know, maybe 0.5%, maybe a percent.
I just have that weird feeling.
I know I said that before on one of these calls,
and it did kind of come into play, into fruition there.
But we've literally just gone straight up.
I mean, the last red day we had was technically FOMC,
and we are 20 points higher than on QQQ
in four days. So I just feel like some sort of
dip or a little retracement is needed.
And I think it does come either tomorrow or Wednesday.
I know you have puts, so I know you have a possible say in that.
But again, I'm just taking everything day by day, trading what the market gives me.
So that's kind of how I'm leaning into the move currently.
It's definitely an interesting market here. We'll see. I mean, you can make the argument that things are extended, but at the same time, it's just so tough.
When we see like a day like today, most of the MAG7 red, most of the top NASDAQ stocks red, but you had an outsized move from Apple and NVIDIA, and then a lot of other things that were moving in the market. And the market continued to track higher, even though some of the high-flying names, even
Palantir was red today, some other names, CrowdStrike, some of the other popular names,
HEMS, red today, hood was breakeven right there at the close. But when you look at this, Nodds,
do you think it's just spreading out, just broadening out? And, I mean, you're obviously able to find, as the current champion,
you're able to find just still some opportunities in this market.
Knott's with a cold shoulder.
There he is.
Wait, wait, wait, wait.
What did you say at the end there?
I was just saying you're still finding.
I mean, you were our champion this week with Rivian
and TNA. You're still finding a lot of opportunities in this market, even as things broaden out. Do
you think that's still kind of the move here? I mean, maybe we pull back a little bit on this
daily, just the way it's been straight up for two, three weeks, or I mean, you could, depends on your
metric of up, right? But I'm just curious your thoughts around that. The daily gets extended,
but you start to see some of these other names starting to catch some love and really get some
moves on the individual basis. Yeah, no, 100%. And, you know, God forbid we had a major market
correction or something. I mean, there's still going to be names that, you know, don't die with
the market.
It's just being able to find those undervalued plays or maybe safe havens as people call them.
And again, I'm not saying we are, I'm just saying in general, there's always an opportunity
anywhere in the market, whether it's long, whether it's short, whether it's a company
like Walmart, one of your favorites, or a company, you know, who doesn't even make money yet.
But Walmart is the greatest company in the world.
We should all just sell everything and only buy that.
But that's not financial advice.
That's just my opinion because it's the best.
But either way, Nott's appreciate you kicking us off there. Let's go over to our second place
finisher, Mr. Real Pristine Capital. Andrew, what are your thoughts around this market? I know you've
continued to find success over in MSOS. You've been tracking that story very closely,
but I'm curious about your broader market thoughts here.
I'm not getting any audio. Is that just me?
I don't hear me either.
We'll try that one more time with Andrew, maybe a mic switch or something there.
We'll get Andrew's thoughts here in just a second.
Let me try to bring him right back up and see if it fixes quickly.
I'm telling you, Elon, a billion dollars into Tesla.
We can't get like a couple million into space.
One of these days, you know.
Just a couple, you know, just a drop in the bucket into spaces here.
Andrew's back on stage here. Let's give Andrew another shot. There he is. Now I hear you, sir.
Okay. Awesome. Yeah. In terms of the overall market. Yeah. We're in that period of very weak seasonality and typically that weak seasonality really manifests post OPEX.
And so that would have been today where maybe the market gets a little bit softer,
but then we got that headline from NVIDIA saying that they're going to invest like a hundred topics. And so that would have been today where maybe the market gets a little bit softer.
But then we got that headline from NVIDIA saying that they're going to invest like $100 billion in open AI. And I really just think the market, we're in this weird phase where...
Lost him again.
Uh-oh.
Sounds like a phone call there.
The Bears' last resort is to silence Andrew.
All right, well, we'll see if we can get Andrew back on stage here. If not, I'm sure he'll send me his picks either way.
I think he's going to do that now.
So whatever Andrew was about to say there was going to be fantastic.
I can assure all of you that was going to be probably one of the best things that you heard today.
Unfortunately, you'll just have to tune in next week to make sure you hear Andrew's thoughts on that.
Let's go down the line here.
Let's go to third place finisher podium spot.
I love stocks. One, Miss Vegas. Vegas, another. Well, you're making a mainstay on this podium
lately. I know. I have to give you guys a little competition, right? So my thoughts on the market,
and thank you so much for that. So my my thoughts on the market you know you guys know
me i'm so like permable but like i am going to be bullish until the end of the year so every time
i'm on the show and you guys ask me what your thoughts on the market i'm always going to say
the same thing i am bullish i'm bullish i'm bullish and i think i'm going to be bullish
until obviously the end of the year and all of 2026. Like, of course, we're going to have some pullbacks here and there.
And maybe some sector rotation, some consolidation.
But my mindset is this AI moat is definitely not going away.
And we had some, you know, Andrew was actually
wanting to hear Andrew's commentary on you know
the NVIDIA news from today I mean that was a lot of money like a hundred billion dollars and
it just goes to show you like NVIDIA has so much cash like he is the king of AI and so he's
obviously investing in Jensen and why is he doing all this because there is AI revolution that Dan Ives talks about and all
these companies mention as well in their conference calls they say they see that word a lot now
I think this is the AI overload over lord actually it's a data center dynasty And I think that this is, NVIDIA is the stock that basically eats the world.
He is the undisputed king of the Silicon throne. He dropped that bombshell today that makes every
other tech headline look like a little footnote. So a hundred billion, up to a hundred billion
dollars. I mean, that is insane. So this is a mega partnership to unleash 10 gigawatts of AI firepower starting 2026, I believe. So I'll have to double check that. But the shares were exploding as a result of that news. And I think that was kind of waiting for Invita to have some movement.
that was kind of waiting for NVIDIA to have some movement.
Because I was like, everything's going and you're not going.
And then boom, the news came out.
So to answer your question, bullish until the end of the year.
And then I'll give you my picks for the week.
So look forward to you circling back to me.
But that's my take on it.
Don't mess with the king.
He's the undisputed king.
And anyone who thinks otherwise uh needs to go
research and video a little more the undisputed heavyweight ai of the world um vegas one follow-up
question just uh for the audience here as someone who i mean we know that permabulls, 70% of the time the market's going up, permabulls, it's really the right camp to be in when it comes to the market.
But as the market continues to push and get extended like this, how do you manage that?
Do you kind of pull back and wait and say, okay, here's a little bit, I mean, even if it's a slight dip, like maybe on a daily chart,
or you're like, okay, well, just say I'm trading Google, or I'm long in this, and you're just
moving to where the action's kind of at. I'm just curious how you navigate the constant trend.
Well, listen, so I have obviously a long-term trading account, okay? And so in this long-term trading account okay and so in this long-term account i have various stocks
obviously i don't have nvidia directly but i have nvdx because i like to have etf long terms right
so i just let them sit there like i don't babysit these at all i don't care if nvidia drops 20
i'm not going to worry about my nvdX ETF. I'm going to leave it alone.
Same thing with like Sophie. I have Sophie. SofX has an ETF as well. But like Sophie,
I have Sophie, the actual stock in my long term. And it's done extremely well for me this year so
far. And I'm not going to worry if it pulls back even $10 because I have a
vision of where I'm going to go with these stocks. And so my timeline on my investing stocks is
anywhere from two to five years. However, along the way, if they double like 100%, I will take out,
you know, let's say half the position and then I'm really
writing free money or sometimes I'm you know I don't really need the money necessarily with some
of these setups I just leave it alone because these are fantastic companies you know kind of
like a little Buffett style like he doesn't necessarily close out all the time and these
are investments and investments the money's made waiting. Like I've made more money with these investments waiting than I've
done with some other like options I do. So I just let them sit. And, you know, what I like about it
the most really is that it's like, I find it stress-free. I don't got to babysit. You got to
get, I got a fantastic entry on a lot of these setups. And some of them haven't really made me money just yet.
Like for example, MSFL, like Microsoft ETF,
I'm not making any money on that just yet.
So I'm okay with it.
I'm like, whatever.
I kind of feel that it's dead money for me right now,
but it's not because I know it's going to make its move.
Maybe it's just not yet, not ready,
but it will make the move.
So I just leave those alone, the investments.
And then for my day trades, I go on price action and volume.
And I already have my watch list in the morning all prepared.
And I will trade the action that I'm seeing.
So example today was Apple.
We traded Apple and we did a variety of calls, like a 250 strike and the 255s.
And those printed really, really nice.
And I took my money and I ran, you know, so I took the money and ran like a day trade was beautiful.
So I took that money.
I don't have like, let's say I'm not going to go, oh, let me keep holding this one.
I'm not going to do that.
Not with day trade.
So, you know, you have to, I wear like different hats with my trading. So one hat is long-term and I leave that alone.
Another hat is just day trade only. Even if I'm like, I really want to hold this. It's so good.
I'll just keep a runner, but I'm not going to hold the full port because the whole point of the day
trade is to collect your money that day. If I wanted to hold it longer, then,
you know, maybe I should not be doing a weekly. I should be doing something with more time on it
because it's much safer. It's going to cost you more money with more time, but you know what?
That's why you want to have a time on it to protect your capital as well. Safer. So anyhow,
that's how I like to do it myself personally is just to day trade,
day trade. So it means collect the money. Don't hold overnight.
And there you have it. I love that rundown just into the mind of Vegas there and how she continues
to manage this. I think it's important sometimes to hit some of those pieces for the audience
there. So appreciate you giving us that rundown. I want to go over to StockSniper next, and then we'll go to Chris after that. StockSniper, what are you
looking at in this market as far as market sentiment goes and your approach right now?
I got a couple of things. So there obviously has been a couple of spaces that have been hotter than
others. And for the sake of winning this weekly competition, my picks are going to be based on
that. The two picks that I'm going to have to pick for this week, they're both, one of them is going
to be leveraged. One of them is going to be a normal one. Well, it technically is leveraged,
but it's not going to be a leveraged ETF. It's actually a stock. But the first one that I got
to pick is KTUP. Think about like ketchup, but you removed removed half the letters in there so you just got k and tup
um this is kratos 2x leveraged um as we all know kratos has made five new all-time highs in the
last seven market days i believe um it might be eight don't quote me on that but um the name has
absolutely been on fire um day over day um and it seems like that the drone trade just is starting to continue.
And for the sake of this competition, I think that I will have a high probability going with 2x leverage Kratos,
especially after a pullback today.
Well, slight pullback.
It looks like it actually recovered towards the close, so I sound like an idiot.
But I'm going to go ahead and take Kratos or K-Tup as my first pick, which is 2x leverage Kratos.
I think that
it's an awesome name everyone should have on their watch list as well. And my second one,
I might get a little bit of hate for this one, but I'm going to have to take BMNR after this
nasty pullback today. And, you know, the momentum has definitely been there in the last couple of
weeks. And again, for the sake of this competition, I think that BMNR does have
a lot of upside potential, especially after having a 10% down day, especially with the possibility
of a bounce on ETH or a bounce, a possibility of new additions or more purchases on BMNR.
And we know that they do plan to purchase more Ethereum. So for my, for this week,
the two stocks that I'm going to have to pick is going to be 2x leverage Kratos going for the extension of the drone trade. And I'm going to go
ahead and take BMNR for continuation on the Ethereum side. And hopefully we can see a nice
bounce back. But crypto has been pretty rough today. So that's pretty much why we're seeing the stock down tremendous today.
Boom. Appreciate jumping in, Stock Sniper. I know you had to run here in just a couple minutes,
so glad we snuck you in and got your two picks. And we'll come around, of course, and get everyone's picks here in the back half of the show. But thanks for joining us. I don't know where Jordan
ran off to. We'll have to get him back on stage as well. Spaces must just be having some issues tonight, but we'll make it work.
Appreciate you, StockSniper.
That is KTUP and BMNR on the long side.
Of course, as always, I will put out a tweet with all of these picks by the end of the space once we get through them all.
But I do want to continue and finish out on some of the market sentiment thoughts here.
And Chris Patel, you're up to bat next.
What are you seeing in this market overall?
And where are you finding pockets of value?
So first, let me just apologize in advance for something I'm about to say.
Vegas, I'm glad that you're doing well in this market.
But to be 100% frank, a lot of these these leverage products are not meant to be long-term
buy and hold strategy companies um if you know anything about the market and how how it works
with with regards to sentiment when things collapse like there's this there's this old saying
you know when things are going up they go up like an escalator and when things go down they go down
like an elevator all right so what happens with these but I think I know how to manage, I think I know how to manage risk.
So thank you so much. I, no problem. I'm just saying for a lot of people who, you know, are
listening, they think that right now I'm seeing, and this is not just you, by the way, I'm seeing
just everything coming out right now is just a lot of leverage products. Whenever you see these
leverage products come out, it, you know, people go from, hey, I'm a long-term holder in a company going in a certain
direction to, hey, I'm just going to be in a leverage position. And when you get into a
leverage position and things go down, it takes a lot more to recover going on the upside again.
So I'm just saying this is the part where this is where we are in the market. I'm in agreement with you that I think we're in a rally mode and I think it's going
to last at least until the end of the year. But when I see this level of euphoria among investors,
it really does make me just at least take a double take and just saying, look, these products are
coming out. People are really getting into the markets. More and more people are getting into the riskier parts of the market.
And, you know, we just have to remind ourselves like, hey, you know, when euphoria starts to get
a little bit too, a little bit too much, we need to take a step back and reevaluate what we're
looking at. So I wish you nothing but luck. I wish you do really well on your portfolio. And I'm sure
you've done extraordinarily well on your portfolio. But just know that these
leveraged products, if used in the incorrect way, could result in some catastrophic downfalls in
the portfolio for some people. So like I said, if it works for you, by all means, if you know how to manage your risk, by all means, 100%,
glad you are doing well. I'm just letting people know that may not be very well versed with how
some of these products work, that you have to be tactical, you have to understand the risk,
and that if a market correction does come, and that could be something that impacts the
company outside of the fundamentals,
you could be facing a serious drawdown in the position and then it takes even longer
for you to come back unless you start to buy the dip and add more capital.
And then there's like, you have to do all these other things just to break even again.
So it's, you know, just like I said, it's a word of caution more than trying to be critical
of someone's style.
So I just want to put that out there.
For me, I think we rally for the rest of the year.
I think there's plenty of opportunities out there.
One of the key ones that I think is ready for a mean reversion is Novo Nordisk.
I think they've got some great data that just recently came out around oral GLP-1s that expands their TAM massively.
On top of that, I think some of the other healthcare names are starting to catch bids again.
And especially with the possibility that we could have the ACA subsidies extended,
which I'm hearing rumors, that could lead to a rally within the managed healthcare sector.
So if you were to ask me,
I'll give my picks at the end,
but that's where I'm seeing opportunity where I think there will be a rotation right now.
Tech is the darling of the market.
I'm looking out for 2026.
And one of the things I'm seeing
is there are certain companies out there
that are very oversold
that are worth at least digging into right now
and starting to build positions on.
I've seen a lot around the Novo Nordisk lately, and I'm curious if you have any additional
commentary on that. I see headlines come out and I see people talking about it. Is there an
inflection point kind of coming here? What the uh what's the scoop on on that
maybe a little bit more color into that so there's probably around three to four main catalysts around
novo nordisk that i think the market sort of is starting to catch up on um number one they changed
their ceo ceo that they took on is the first american ce that they've had. He's an internal, internal candidate.
But the first thing they did was they laid off about 9,000 people during their growth phase
of their GLP one franchise. They really took on a lot of people and people that don't necessarily
like they were very valuable early on because they were pretty much focused on, you know,
valuable early on because they were pretty much focused on physician education around the benefits
of GLP-1s. And so I think at this point, the cycle on the GLP-1s is mature enough that you don't need
as much physician education anymore. And a lot of the physicians can already, they already know
about everything. So a lot of these layoffs are happening and that's going to save them around
1.5 to 1 point, they say 1.25 to 1.5 billion in annual profitability. So that one that raises
their profitability. Another thing that they did was they partnered with CVS Caremark, which is the
largest pharmacy benefit manager in the country to have exclusivity of Novo Nord's key product, Wagovi, on their
formulary, which means that they have like sort of a moat where before Eli Lilly's Zipbound
was competing against them and actually outperforming them in certain categories.
And so because of that, they started to lose market share.
Well, by doing this deal with the PBM, they're able to restore some of their market share and actually create a bit of a firewall around it. And overall, the GLP-1 usage is still
climbing. Another thing is from a legislative standpoint, you've got compounders like HIMSS,
Noom, and all these other guys that were selling compounded versions of the core product on, on, um, for, uh, for Novo Nordisk, which is Wagovi and Ozempic.
Um, and a lot of those compounders are starting to feel the pressure from the FDA, the FDA,
you know, allowed compounding to happen on mass scale because there was a shortage, uh, before,
but the shortage has been resolved. And, uh, they've kind of already spoken to a lot of these
guys and said, hey, you know,
you got to start to curtail your manufacturing processes and cut back. And so a lot of these guys are trying to find loopholes around it, but eventually the doors are going to close.
And I think another thing also is there's about 170 lawsuits that Eli Lilly and Nova have put
against these guys. So just there's a lot of pressure for the compounders to kind of dial back their operations.
And once again, there's probably, and according to the data that I'm seeing, there's over
a million people on compounded GLP-1s right now.
So if they can transition over to the branded versions, that just increases opportunity
for Novo Nordisk to re-accelerate growth again.
Another thing is Novo Nordis launched their own specialty pharmacy where basically if your insurance does not cover Wagovi or Ozempic, you can buy directly from them for a discount, of course, at a reasonable price that I think is at a price
point where affordability is still, in my opinion, a challenge, but it's not as bad as the list price
was before. So one of the things is you'll see a lot of people saying, well, I can just get my
doses from them. And so one of the early data points that we saw regarding NovoNor, this is
about 10% of their total volume in the last couple of months come directly from their DTC product.
And then Novo is also partnering with other companies, telehealth companies to boost up their thing.
And then if all of this wasn't already bullish for the company, they just had recent data come out for an oral version of their drug,
semeglutide. So before semeglutide and Ozempic and Wagovi, they're all the same thing.
You had to inject yourself with it in order to lose weight. Now, the thing is, if you know
anything about injectables, with regards to these specific drugs, they need to be kept in a cold
environment until you're about to use it. It's a once weekly
shot. And a lot of people are not fans of shots. With the oral version, all it is is a once daily
tablet that you take, which increases the total addressable market significantly. So a lot of
people that were kind of like afraid of taking shots and also like constantly getting these also like constantly getting, you know, getting these
things filled back and forth. Now you can get like a 30 day supply and, you know, it's in pill form.
So that expands the total addressable market significantly. And that's one of the reasons
why we saw a nice rally in Novo Nordisk last week. But I think that's just the beginning,
to be honest with you. I think over the next couple of years, we're going to have to monitor the script volumes that are coming out of this industry. But according to a lot of the data
points I'm seeing, right now, the total addressable market is going to grow to be about $100 billion
by 2030, according to most analysts. Now, the thing is, it's not going to be like a winner-take-all
situation where it's either going to be like a winner take all situation where it's
either going to be Novo Nordisk or Eli Lilly that ends up being the ultimate, like, you know,
like the 80%, 90% market share people, but it's going to be more like a Coke and Pepsi kind of
situation where the total addressable market is going to grow. And each side is going to, of
course, create their own products around this category that's going to ebb and flow into value
creation for shareholders. So all of those things combined, you can see that Novo's got a lot of
upside ahead of it, at least for the next couple of years. And especially if they get this turnaround
to work correctly, it's a pretty good place to be. And then one last point, because I think I've
been talking a lot, right now with the market, the way it is, you kind of want to be. And then one last point, because I think I've been talking a lot, you know, right
now with the market, the way it is, you kind of want to be in some defensive just to be make sure
that you're hedging against any sort of like risk on valuation side. So when it comes to healthcare,
healthcare has been beaten down so much, there are pockets of opportunity like this that,
you know, that are defensive. So let's say we do get a recession because we are seeing some
cracks in the labor market. We are seeing housing starting to kind of come down a little bit.
If there are recessionary fears that come around, you could possibly see a rotation into more
defensives, in which case these companies, which are trading at multi-year low valuations,
even on a forward basis, they're going to be catching bids from value investors,
in which case now you'll see the stock prices recover. So that's the long thesis with it.
All right. Actually, I really appreciate that, Chris. And
Knox has been talking some about the ACA, the ACA piece of things. Is that on your radar as well?
Do you have any thoughts around that? And I want Nats to chime in as well.
Yeah. So the likelihood that the ACA subsidies get extended are very high. A lot of the areas
that basically had a tremendous amount of enrollment in the ACA program, which is Obamacare, over the last few
years because of COVID. Because during COVID, they instituted some subsidies to make it more
affordable for people to have healthcare. A lot of the places that ended up signing up were in
cherry red Republican areas. So by basically eliminating the subsidy, you're asking for
huge increases to people's premiums at a time when midterms are
right around the corner. So the last thing you want to do is go into open enrollment come November.
And you look at your monthly bill, which used to be, let's say, $2,200. And now all of a sudden,
it's like $400 for monthly coverage. You're going to say, what the hell? Like the Trump administration doesn't care about me.
I'm going to vote, you know, again, like I'm going to vote for the other side.
So from a political standpoint, the cost of these subsidies is about $30 billion a year,
which I think the Republicans are more than willing to push the administration and say,
look, if you do this, you're asking for a midterm slaughter.
So right now there is still enough time, I think, where the Republicans could work with the Democrats
and get this through. And if they do get it through, then companies like Oscar, which Oscar
has primarily most of their customers, are in the ACA marketplace. So they would benefit significantly. Overall,
the entire healthcare sector would benefit somewhat, but Oscars specifically would be the
main beneficiary in my opinion.
Nats, did you want to throw a quick comment on top of that?
Yeah. So there's been talks.
It seems like September 30th is the possible government shutdown.
That's where they stated, you know, a possibility that it could be done before then.
If not, my thought process is before November 1st.
November 1st is the start of the new plan enrollments.
So I'd say within a month
that ACA gets extended. I'm also in the camp with Chris. It just looks like literally 99%
is going to be extended. Now, whether there's things changed on it, obviously, that could
happen. But the extension looks almost like a sure shot because Republicans need it for the midterms.
Democrats want it big time.
And now more Republicans are interested in doing it.
Because again, it looks good on the midterms.
Yes, Oscar is one to definitely benefit off of this.
And if that does, Oscar overall,
I think they instantly boost.
They already had 2026 and 2027 guidance.
I think they boost those guidances conservatively 15% higher.
And I've been saying that for months now.
It could be higher.
It could be 15%, but I just can't see it being anything less than 15% on EPS and revenue.
Because that is a major part of their business as well as other things that
they've kind of gotten into.
So that's why I'm,
I'm personally an investor in Oscar and I also love the management.
And a little tidbit that is going to be one of my plays for this contest
this week.
Yo, that's not fair.
It's not fair, bro.
That's not fair, man. I'm just kidding.
You can have it.
I've been rotating Oscar and Rivian every week.
What's it called?
Do you want me to just do my picks or no?
Yeah, go ahead and drop your two picks there. I've got a feeling one of them is going to be OSCR. Um, uh, what's it called? Uh, do you want me to just do my picks or not? Yeah.
Go ahead and, uh, and drop your two picks there.
I got a feeling one of them is going to be OSCR.
Well, sorry, Chris.
I am going to do Oscar, um, for this week.
Um, nice pullback right into the 18-20 area.
Um, I actually bought some more today.
I bought some long-term bleeps as well.
Um, so I like that two to three day pullback with
the possibility of even news coming this week or you know next week um again possibility but i truly
think it if anything it comes before that november 1st deadline um and then my second pick is going
to be tna again um i ran that last week um and honestly i'd say IWM looks the best out of Q's and Spy.
Q's and Spy look like they just, you know,
they had a major green candle, you know, past few days.
At least IWM had a, like, one to two day pullback.
And today it kind of supported somewhere.
And it looks like it has continuation higher.
So going with TNA for the, you know, leverage on IWM.
And then going with Oscar for potential news and
just to charge that up.
All right.
We got that marked down.
Emp had to step out for a second.
So got you there,
not good stuff.
Let's get over to,
we'll get over to Vegas and then we'll go to Chris after Vegas.
What's your picks for the week?
Okay.
So my picks, I'm going to give ORCX.
I'm loving my little Oracle.
He's making a little move here
and it looks like the TikTok deal might be underway,
earnings winner, so I'm going to pick that one.
Did anyone pick AAPU for Apple?
I don't think so, no.
Okay, give me that one.
I'll take that one too
those are my two picks apple and oracle but the etfs okay leveraged all right we got those marked down vegas going with the leverage bullish as always yeah we got those marked down that's that
2x leveraged oracle and 2x leveraged apple for the week which um i know
let me just look at oracle i've been keeping an eye on it through the spaces yeah but um i mean
what a name it's been really well today you traded it today you said yeah well we did trade it in my
room for a um a contract but uh i mean i have i have ORCX long-term.
Gotcha.
Yeah, I had another huge day today.
Yeah, it's been really good. I'm really pleased with it. So I think that
looks ready for another movement.
So we'll see what happens
this week with it.
Good stuff.
I just stepped back in.
Sorry.
We're just getting Vegas' picture.
She's picking the 2X leverage.
Yeah, ORCX and then AAPU, which I don't know if you guys noticed.
Apple flipped green on the year finally.
Yeah, there's another Apple one that's leveraged.
I forget which one it is, but I'll take that one.
I think they're both the same leveraged number two or three.
I think it's a 2X.
Yeah, I think the other one might be AAPX. Yeah, I think they're both good. Yeah, that's another one. Yeah, they're both the same leveraged number two or three. I think it's a 2X. Yeah, I think the other one might be AAPX.
Yeah, I think they're both good.
Yeah, that's another one.
Yeah, they're both good.
And, you know, just to comment on Chris's lecture to me.
So with regards to ETFs, okay, everyone knows the risk involved.
And I think that everyone needs to know how to manage them.
So, you know, if I'm trading them and I like them and it's working for me,
I'm going to still trade them. So I know the risk involved. But the thing is for me, I look to get excellent entries. And if they do pull back, because I leverage investments in the ETFs for those stocks I know that are strong, like NVIDIA, NVIDIA, AAPU, AMDL is a good one for amd so i'm picking fabulous companies so these etfs have done so
well and i know the risk involved so if i you know if there's a pullback i manage accordingly so
i don't feel like i'm not randomly picking etfs on anything out there because there's so
many etfs these days like i've never seen so many ets in my life. But you know, and so I can see your
point that way. But it depends which one you're picking, in my opinion, that you're going to see
the certain volatility. So like Tesla has already had a double on it already year to date. I've had
it from like my average was around $10. So that's been a double. So now it's my chance and my choice
to close out half and keep the rest for free. And I just leave it alone.
So everyone has a different way to do it.
Yes, it's risky.
But you know what?
Everything's risky.
Penny stocks are risky.
Everything's risky.
Weekly options, zero DTE.
Everything's risky.
I think everyone has just to take their trades, manage the size, manage the risk.
Because obviously, the bigger the position, the bigger the risk. But
if you take an ETF leverage and you're only buying 10, I don't think there's a risk there.
It's very little. You're putting very little money. So 100 bucks is not going to kill someone's
account to buy an AMDL, for example, ETF. You start small. And then from there, you can build
up if you want. And it's not, you know, some people say it's not for long term it depends what does long term mean five years ten years two months six months everyone
has a different definition of long term like some people tell me long term for them six months
so everyone has their own definition so I know that there's been a lot of people commenting here
tonight that I was lectured so I'm like uh yeah I felt like I was lectured. So I'm like, yeah, I felt like I was lectured actually.
And maybe I didn't mean it that way,
but that's how it came across to me
that you're lecturing me how I should be trading ETFs.
And I'm like, I have my own way of doing it
and it's working and everyone knows
that's just how I do it.
And I don't lecture people how to trade.
I tell them, I give them suggestions,
I give them opinions, I give opinions,
but everyone still makes their own decisions, you know? Yeah. And I wasn't trying to lecture you
specifically about it. I just wanted to let people know that when it comes to these leverage products,
people just need to understand what they're getting themselves into, not just from like,
the company is great. I love love it but also like what happens
mechanically behind the scenes and like what your total return potential is going to be
if you know if you're in one of these leveraged uh leveraged positions so like i said this is not
directed at you specifically yeah thank you because i think maybe it was misunderstood then
that it was directed to me specifically and i thought oh my god i'm being lectured how to trade
i've never had this before what is happening here yeah no no like that's why i apologize in advance because like
you know when you say something sometimes after what it always comes out as oh you're trying to
go after that first like no i wasn't trying to go after you i'm just saying the in general the
market right now it feels like every other day i'm seeing a new leverage product come out so it's
like if a stock is hot,
the next day you start to see like, oh, we have a leverage version that you can use. And it's like,
okay, great. And while things are running, running well, you know, I always find that investors that
go from, hey, I'm just going to buy the index to, hey, I'm going to buy like a fang company to,
hey, I'm going to buy, you know, like a mid cap that's good and then it's small cap
and it literally the risk profile as things work really well go higher and higher and then
eventually the market just like the casino comes in and just just takes everything right and so the
the thing is at least with when you buy a stock you're basically saying ah whatever it can recover
with a leverage product if you are in the downward slope of a
leverage position going down to climb out of that, it takes double the amount of effort.
Right. So that's all I was just trying to say, like, Hey, you know, when it comes to these
leverage things, everyone of course is an investor. They should know what they're getting
themselves into. I just wanted to let people know that, Hey, just, you know, understand how this,
and I, unfortunately, one of the things is like, I think I've railed against leverage things in this competition quite a few times. And sometimes I'm like, man, I keep under pouring the week because I don't go into these leverage positions, even though I'm bullish on the company. And then other people are super levered on it, right? And so they, of course, do well. So it's one of those things that um like i said when you when
we start to get to that phase where a lot of these creative products start to come out it really
should be time where people really just take a step back and say hmm okay let's see where you
know let's see where things are so yeah to clarify of course, and I like the back and forth there to resolve that piece there.
I didn't take it as a lecture, but if anyone did, I don't think that's what it was.
We have a lot of people up here that are obviously professional traders and investors.
They all do it differently.
And if you're in the audience, definitely do your due diligence on all these things as always.
And I think that goes without saying, but we want to say it just to be safe here.
And we do appreciate everyone joining in on the space here.
Chris, I want to make sure and get your two picks for the week.
And then we'll go over to Jordan.
Yeah, I'll just stick with Novo Nordisk and UNHG.
So I'll take a leverage.
I'm terrible.
I'm a hypocrite right now. I'll take UNHG, which is'll take a leverage. I'm terrible. I'm a hypocrite right now.
I'll take UNHG, which is the leverage
to UnitedHealth
one, and I'll just stick
to regular Novo Nordisk.
Right. UNHG
and NVO
from Chris Patel there
after a great breakdown on the NVO
just a few minutes earlier. And that
brings us over to Jordan. Jordan, if you want to throw in a couple of market sentiment thoughts,
I know you had a connection issue there in the middle and then your two picks and then I'll tag
mine on here. I'll call out the ones that were absent today. We don't have any overlap, thankfully.
So I've got a whole list of good picks here to call out,
and then we'll rotate. We're going to have a conversation at the top of the hour off the
back of this. But Jordan, if you want to go ahead and jump in.
Jordan Pyshko Yeah, as for market sentiment,
real quick. I mean, still bullish. It's got to be. Even on the intraday today, which
same thing on the higher timeframe as well, things are bullish on every timeframe pretty much, baby.
Like it doesn't really get more to the upside than this, right?
And we've just seen that continuously.
So if you were in Spaces today, you probably heard me say it a thousand times,
but it's just like you hear, you know, I had people in my room like asking,
oh, like, are we going to find a short?
Are we going to find a short?
There's people in Spaces like, oh, is there going to find a short? Are we going to find a short? There's people in spaces like, oh, is there any opportunity for a short? And again, it's just like, I mean, maybe there
was a little profit taking end of day, right? But pretty much all day, you continue to see every
time that we took a dip, if you go over to that hourly or that 15 minute timeframe, we're tapping
into some bullish imbalance on an hourly or a 15 minute or a five all day. Every time we dip, you dip right
into one of those and we just respected it pretty much all day. And it wasn't until we finally got
like far enough away from one of these that we created that, you know, these are inefficiencies
that the market's going to need to rebalance to, especially like intraday. These aren't like
giant daily levels, right? These are like intraday spots. So I'm definitely looking for some of them to get rebalanced, maybe going into the end of the
day. And that's kind of what we saw into power hour there, right? You see a little bit of
profit taken off the highs, but it wasn't until we created that kind of displacement
off the highs there where you actually see like, you know, I guess you would,
you kind of look at that and there's like the engulfing candle there at the high a day and that that imbalance that we created on that,
which is on you can see it on a five minute or a one that imbalance that we created.
If we were going to stay super bullish like we were all day, we should have just ran through
that. Right. We should just easily ran through that. And that's because that's what we were
doing all day. Right. So I know for a fact, if we're going to keep it going into going to keep it going into the last 20 minutes and just keep this thing ripping, we should keep it going.
And we obviously failed that, couldn't get back above that spot at $25,000, $20,50 there.
And just respected that.
Finally got a little bit of downside, right?
Not anything to hurt the day, of course.
Not at all, really.
But intraday, you actually get, like, what was that?
A nice, like, 38-point move, right we we scalped that all day right and so um you actually got a little bit of a
retest of some of the bigger time frame water flow but again it's like that really anything
compared to what we did to the upside today no and it's just like this is where the old me would
sit back and be like oh boy we can just really just really, we can't keep going like this.
And now for me, it's always like we can always just keep going higher as long as we're respecting
the spots that are needed. And the second we stop doing that and we start running through those,
okay, I can switch my thoughts, right? So overall, super bullish until the market's
going to tell me to act different on this higher timeframe, which is going to have to happen on
about daily or weekly. So it's going to take a lot to make me super bearish on
this market. So that's my thoughts there for the picks. I'm going to go CRCG Long, which is a
product from our friends over at Leverage Shares. This is the Circle 2X Leverage. And I actually
don't even really love Circle, to be completely honest with you. It's not a name I'm buying at all.
But I did buy the 2x leverage to trade.
Not something I'm investing in, but I did buy some to trade today because I'm actually getting a nice setup that I like.
And I love, I have this little account that I'm playing with where I'm playing with leverage shares and just trying to grow that and having fun with it.
So I am actually trading this, but long story short, we swept out those previous
month lows. And we're just creating some very interesting price action on that daily where
we're running through some daily bearish order flow, right? Trying to flip that order flow to
bullish. We're getting some structure and trend change, right? Where we're actually breaking
these highs that we weren't able to
make any higher highs at all throughout this whole way down, right? It's just lower highs
continuously. So the fact that we're trying to get a little structure change, it looks like we're
kind of slow right now, just building structure, trying to get ready for the next move.
I like it into 189.92 on Circle. So on CRCG, that would be like all-time highs for it but of course these leverage
products when they drop it's it's a little bit different than the underlying so um in terms of
like targets that i'm kind of looking for into that 15 bucks 16 17 you know if you can get all-time
highs on it it's amazing but uh that's just for the leverage product there so that's what i'm
looking for on that one as for another i you know this is this is a tough pick and i don't know uh no i
can't do that one let me see this real quick just do it real quick hold on hold on hold on
trying to talk you into that all right we're doing it uh wait has unhg been taken someone on yes
yes chris patel okay just give me a normal UNH.
I'll just run that.
All right, so UNH.
Just give me that.
I do like the way it looks.
We've continued just, I'm sure Chris Patel gave his whole spiel there on that.
But, I mean, we broke out.
Sorry, alarm cut out.
We broke out of that consolidation from august there ripping
pulling back right now um we could drop a bit more but i like the spot i like to pull back i
think we can get moving higher but we did reject the big fibs so we'll see uh but i'm around with
that props to props to chris picking up the 2x i know he uh first picked this up pretty much at
the bottom i don't know if any of you guys in the audience were listening, but there was, it was, it was that Monday, August 4th.
That's when we did, that's when we do the spaces on Monday,
unless we switched it to like Tuesday or something.
Either way, that August 4th, August 5th range.
I remember Chris Patel was, was not only buying UNHG himself,
I believe, or at least UNH, but he was also putting it on
for the competition.
So love to see that.
That was literally the bottom after sweeping those lows.
So props to you, brother.
And with that, that's my final thoughts.
We can get it wrapping up.
But yeah, back to you, Em.
All right.
My thoughts here.
Thanks, Jordan.
That's CRCG and UNH from Jordan,
both on the long side.
My two picks,
I'm going to short crypto and I may get some hate mail on that one.
I don't hate it, but I think it's going to be really good into the new year. We'll see.
Well, I'm just looking at what's going on. And it's not that I have a high confidence in this.
I really don't have a high confidence, like a whole lot of those plays in the market right now. Some swings that I'm so comfortably in. But it's for
me, it's a little bit tough to open up some new positions up here with where we're at. But
something this weekend in crypto, it just does not look good. And going into today,
you saw a big pullback on this. And it looks like some structure broke. So I'm going to, for the competition, BTCV and ETQ, which are basically inverse Ethereum and inverse Bitcoin.
And we'll see. I mean, Bitcoin could hold right here where it kind of did, but it did kind of break through a trend.
It's under all of the moving averages, like from 50 to 20 or EMAs. If you use 921 EMAs,
it's under all of those. So we'll see. I mean, it's still sitting above the previous all-time
high. That's kind of where it paused. So I don't know. We'll see what happens, but it looks like
we might get a little bit more downside. Ethereum, kind of similar. I broke through all the EMAs and
a big consolidation. So there's a little
kind of low volume pocket here. And so at the previous all-time high, but we'll see if it
gets continuation. That's kind of what I'm looking at there. So that's my two picks.
And I do want to make sure I'm going to go ahead and tweet this out. And I do see if you're coming
for the next space that we're going to roll into in just a moment.
I see the Reply Corp team on the way up.
I see Tropic joining us.
Lady Trader and Zet will be up here as well.
So go ahead and request up on stage.
We'll get you guys up here with us.
And just to recap the rest of these picks real fast.
Ben from Story Trading, TONX and GSRTR.
Nick Drendel has Pony and M-S-T-Z.
So he's looking to short M-S-T-R,
which M-S-T-Z is the inverse.
So he's looking at something with crypto over there as well.
Andrew did send his picks in, M-S-O-S, long,
and he is short SPY.
The only short this week is from Real Christine Capital Andrew on SPY.
Sam Solid sent TOST, T-O-S-T, and C-L-S-K.
And that should be all of our stock picks.
I'm going to get the tweet sent out right now.
Boom.
And I'll pin that up top.
Let us know who do you think wins this week's competition.
Will not sit on that throne another week? Or will he get knocked
off? It'll be very interesting to see that. And a big shout out to the whole stock picking crew,
Vegas, Chris Patel, Nott's our current champion, Jordan always co-hosting this. And then obviously
a lot of the rest of the crew, Stock Sniper was in here earlier. Andrew had the connection issues.
And we appreciate you guys. We're going to roll the conversation here.
We're going to talk with our friends over at Reply Corp.
I'm very excited to learn more about this and definitely want to
find out more about what's going on there.
There's so many great things being built. Lady Trader, I know that you
are very familiar with them. I want to welcome you to the stage here and before I kick into it with them
just wanted to give you a chance to maybe introduce a little bit of the
conversation hey hey absolutely thank you so much for having me up here today
I am super excited reply Corp is definitely a company that I'm super
bullish on and their product is actually company that I'm super bullish on, and their product is actually
something that I'm using very heavily as a KOL, as a content creator, as a community
owner.
And I'll tell you, it has done some wonderful things for me.
So ReplyCorp, I'm using their ReplyPoints app a lot, and their app actually is what's powering drop points. So I have my own loyalty program,
which is called drop points. So every time somebody is engaging on my posts,
whether they're liking, retweeting, or commenting on the post, they're getting drop points.
And also I have the ability to kind of airdrop them points if they're joining my Twitter
spaces. And then what happens is that if I'm doing a giveaway of any sort, or if I am giving away
whitelists or anything like this, or, you know, any kind of special alpha, then I can prioritize
the raw point holders, right, from the leaderboard. And the leaderboard is public, by the way, so everybody can see the leaderboard
and they can see their rankings and everything.
And then what happens is that I can prioritize
those community members who have been supportive of me
for, you know, for a long time.
And the issue that I had previously
is that every time I have a Twitter space
or something like this, or a giveaway for whitelist,
and, you know, during Twitter spaces, a lot of times clients are also doing sponsored giveaways and things like that. And these sometimes can be pretty big giveaways too. And so then what happens
is just random people would show up and attend the space because they want to win the giveaway.
And then how do you make sure that it's a fair, random giveaway, right? I can't just pick
my favorites. It has to be some sort of, like, there has to be some sort of a fairness where
everybody has an equal chance to participate. But then somebody random coming in and winning the
prize is not fair to the community members who have been with me for many years and supporting me.
And somebody else can just come in, get lucky, and win the prize. Or maybe they use, you know,
multiple accounts to just be there to win the prize.
And so ReplyCorp makes it easier for me because now I'm able to fairly reward, let's say,
top 50 raw point holders or top 10 or top 20, whatever it is that I decide.
But they are existing community members and not somebody just new coming in to sweep the
prize and going away, right?
And so that's really the problem that it has solved for me, but they're doing so much
more than that.
And I'm going to let Jordan and team kind of chime in about it, but I'll say I'm super
bullish on what they're doing because they're actually solving a problem for me and other
KOLs and also businesses as well.
So we'll get into it a little bit more.
Absolutely, Lady Trader. Appreciate you kicking us into it a little bit more. Thank you. Absolutely. Lady Trader,
appreciate you kicking us off with that great introduction there. And I do see we have Jordan
on stage as well as the Reply Corp account. Jordan, I'll probably come over to you first.
I'm not sure if there's someone behind that Reply Corp account, but we definitely want to get the
visibility. No, no, I just got it up there for good branding, you know. Yeah, perfect. No,
everyone should definitely check out that ReplyCorp account.
We want to make sure and always get that branded account
up on stage so people can follow along.
But Jordan, we'd love for you to come into the conversation here,
introduce yourself a little bit,
and ReplyCorp to the audience.
Yeah, I am Jordan Feinstein.
I am the founder of ReplyCorp,
also the founder of this Web3 game Eureka
that we're still cooking that kind of actually invented what led to ReplyCorp, also the founder of this Web3 game Eureka that we're still cooking that kind of actually invented what led to ReplyCorp. And we're here to talk about this new company
that I've got and all the attention that it's generating. And so big, big picture,
what ReplyCorp has done is we've invented a way to turn social media posts into a new kind of hyperviral
application that we're calling social super apps that live directly on the social media
platforms that everyone is already using. And you can kind of think of it like we're
building an L2 for social media, right? Where you get to do all this functionality on top of this existing network.
And so social super apps have two gigantic advantages over normal applications.
So again, an example of one is a video game where, you know, it says fight the grand wizard
by commenting below. And you comment,
you know, oh, I swing my sword and I do this. And we take that and we put it into the game engine
like you press buttons on a controller and then output what happens and go back and forth.
But you can use that exact same logic to sell a car, right? Let somebody talk about, you know,
talk with our bots about what model it is and customize add-ons and then find a local dealer
with great financing, right? Or buy sneakers or do anything in the comments, right? So that's a
kind of social super app. We also have reply points, which is a loyalty point system that
people earn just for engaging with your content. That's the raw points that Lady Trader Ra was
talking about using. And we have this new product called Reply Web, which is what has generated all
the virality around us. Specifically, I'm looking at our leaderboard at this moment. 34,916 people
have agged us in posts and comments 342,853 times in five weeks from an account that started with 1,500 followers at the time.
So that's ReplyWeb, and we'll get to it.
But so these are all kinds of social super apps.
And what we are doing is we're building a platform to let anyone create their own.
We're going to have a robust SDK.
We're going to have fantastic no-code tools, right?
You just write in, hey, I want a post that does XYZ
when people comment this thing and then this happens.
Cool.
And it's going to allow for this Cambrian explosion
of a brand new kind of functionality
right on social media where we already are.
And so what's so powerful about them is twofold.
First, they are the only kind of application that people can use without signing up for them
or going anywhere else first, right? We're solving a fundamental problem,
which is that right now, what does everyone use social media for? It's just content. It's just marketing.
Every consumer-facing company on the planet advertises to people on social media and they
need to get them to go somewhere else to actually make money off of them. You need to get someone to
download your app or go to your website or sign up for your whatever. And that's where you actually
do things. The problem is that on average,
about 1% of people actually click off of social media
to go do those things.
So like Nike has their sneaker customizer
over on their website, which you might know about,
maybe you've played around with it before.
They built that because they thought
it would drive more sales, right?
And then they made posts on social media saying,
hey, we've got this sneaker customizer,
come on over and try it out. And so then probably less than 1% of people did so.
And then maybe they improved the sales for those 1% of people by some margin.
What we'd say is Nike, make a post that says, hey, comment below what your dream Nikes are.
Someone writes, you know, these Jordans. And we automatically go, awesome. Are you playing
basketball? Are you running? What's your favorite color? You go back and forth, you know, these Jordans. And, you know, we automatically go, awesome. Are you playing basketball? Are you running?
What's your favorite color?
You go back and forth, you customize them.
And then you drop them a link.
Hey, 30% off.
Here's your dream sneaker.
Use this link in the next hour.
Or even better, if we have on-chain monetization or on-platform monetization, sell it to them in the comments.
And the second incredibly cool thing about social super apps, which is even more
powerful, is that every time someone interacts with one, they're virally marketing it automatically.
Right? If you go and you click around on Nike sneaker customizer right now, unless you buy a
shoe, they're not getting anything out of you. You're not doing anything for them. But if you did it in a post, that's marketing, baby, right? It's just free marketing. It's all
public social media interactions. And so to wrap it up, we've invented this kind of new app called
Social Super Apps that the 5.5 billion current users of social media that spend two and a half hours a day on average on
these platforms that they are all able to use without signing up for anything or going anywhere
or downloading anything first. And whenever they use them, it virally markets the app for it,
which is the only kind of application in the history of applications
applications, where someone simply using it actually markets it. That's what we're doing.
where someone simply using it actually markets it.
And we can talk about all of them. Absolutely. We have to talk about all of these. Sounds like
some really great stuff, Jordan. I appreciate that introduction here. And I'm going to ask
a couple questions. And obviously, I've got a great panel up here that will probably have
better questions than I do. So we'll definitely get to all of them as well. But Jordan, just taking one
step back here. What was the aha moment when you said, hey, there's a problem here that needs a
solution. And I'm going to create this company. What was that? What's kind of that full backstory
there? And in that aha moment, that said, hey, wait a second,
there's a big opportunity here.
And then obviously, just from the numbers that you said, a lot of people are seeing
that same thing that you've created being a great solution and they're rushing in the
door.
Yeah.
So this entire company exists because of an aha moment, right?
It's because something worked that we did.
This was not, we didn't come up with an idea and they made an MVP and then wondered how it worked. We formed a company out
of something that succeeded. So my game, Eureka, was working on what every game has to work on,
which is distribution, right? How do you actually get people to know about this thing? How do you
get them to play? And Eureka, incredibly quickly, is about an alternate North America-sized continent
back in 1850 that everyone will sail to and explore in first person in real time on the ground,
just like there, searching for gold nuggets in a new gold rush, and we'll just build an entire
functioning new nation on it together. But so we're trying to get the word
out about this. And we figured out and had the idea to let people mine for our gold nuggets
by commenting on each other's posts with pickaxe emojis. Incredibly simple. No one had to sign up
for anything to do it. They could just see people pickaxe emojiing on other people's posts and they
could do it themselves. And we were tiny at the time. That blew us up in three weeks from 2,000 to 16,000 signups
for free. And even better than that, people were having a blast. They were laughing,
like, can't wait for another day, prospecting the Eureka Frontier on Twitter. And I'm just like,
It's like, damn, I haven't built the game yet.
damn, I haven't built the game yet. And people are playing the game in their minds.
And people are playing the game in their minds.
That's cheaper and faster.
And which is everything a founder is always looking for.
And we realized, hey, you could maybe put a full game right here,
not just this kind of quasi mining thing.
You could put an entire video game here.
And then realized, oh, I bet other people would pay us
to put parts of their video games here.
And then it was when we realized this isn't just for games. This, you could sell anything on social media with this. Even more so, you could like fundamentally transform the
functionality that exists on social media with this. Essentially making all social media platforms massively more valuable and pocketing
the spread, you could do all of that. And so we needed a new company because this couldn't be
just, you know, connected to this tiny, you know, like very, not tiny, but like niche specific 1850s
video game brand, right? This is for everything. This is about building a future. And so ReplyCorp was born.
I love that story, Jordan. I just went on a journey. That was fantastic. I love that.
Let me ask you another question here, and we'll get over to the panel here a little bit,
so I'm not hogging the mic. But I do want to ask, you mentioned all these users, customers.
Tell me, what user base do you have?
Where are you seeing the most adoption
and people joining up?
And is it word of mouth?
How are you guys growing over there?
So tell me a little bit about the user base.
Yeah, so it depends.
So again, we have built three social super apps so far.
And we kind of just see them as demos of success, right, of the concept.
And so each of these is kind of its own business.
And then, you know, we're showing off how powerful these are so that everyone can build
their own, right?
So the Reply apps, which are posts with interactive comments, for example, YGG was a very happy customer of that.
They used gamified posts that we built
to launch their game, LoL Land.
And they saw up to 32 times their normal post engagement
on those gamified posts.
And when you think about it, of course they did.
Of course this would work.
The only reason you comment on a post now
is because they're your friend
or you're just
like so overcome with emotion that you need to share your thoughts like versus a video game
where you can go from never having heard of it to discovering that it exists to playing it to
moving on with your life in 20 total seconds as you scroll your timeline. Like of course that's
effective, right? So we've had a bunch of customers of those. They've been very successful
and that's what we've actually made our first inroads into Web2 with. You guys are
here listening right now to a Web2 company talk, a Web2 company with a token, because it's got a
crypto-native founder and crypto-native team. And we're here for the Wild West to the future of
money and economic structures for companies. And I love this shit and we live and breathe it. But ReplyCorp's a Web2 company
and our gigantic market opportunity is not in crypto. It's not Sorry Lady Trader Raw. It's
not Raw Points. It's Starbucks's loyalty point system. It's Hilton Hotels. It's Delta, right?
These companies have these gigantic point systems. Starbucks would love if you could
earn their points by engaging with their social media, all the way down to whatever local coffee
shop you all go to in your daily life and you swipe your card and you get some beans. I promise
you that coffee shop would love it if you could earn some of those beans by commenting and sharing
their Instagram posts, right? So we've been making inroads for months
now to prepare for this with marketing agencies that handle these kinds of clients, because that's
by far the best way to break into different industries. And we actually have, it's going to
sound so arbitrary, but we have a great hunting supply brand that announced on Facebook a few weeks ago that they're going to let people
earn points by posting testimonials about their hunting products. And then they'll be able to get
discounts and merch and other stuff with them. We're about to have the fifth largest tractor
brand in the world. They sell in 150 countries. Announce that they're working with Reply Corp
to let people shop for, they call them attachments
and implements, attractors, shop for these customized rigs, find local dealers with good
financing rates. Because it's not about crypto. You say to a company, we're going to let your
customers shop on your Facebook posts and interact with your brand. And then both your Facebook posts
and your sales are going to do better. And they understand. These are old school dudes. They're barely online. They're certainly
not in crypto. But, and we'll get to it, their business will be market buying and burning reply
token at scale, and they won't even be thinking about it. But we'll get to that towards the end.
You basically answered one of my follow-up questions I was going to ask.
When I was diving into you guys a little bit, it's like a lot of people will see tokenization,
Web3, and they'll say, okay, and they'll kind of write that off.
And then there's a lot of people that are excited about the future, as you mentioned there,
but you guys are so much more than that.
And I love that kind of breakdown that you just gave there of, hey, it's so much more than just a Web3 company. It really does mix the two very well. All right. Last question for me
here, just to kind of... Can I... Do you have this question written down? Because I would love to,
or do you know what you'd say if I talk for like two minutes about what you just said?
Because I do like, like, you are a person,
you talk about the industry.
You're always talking about tokens.
You're always talking about trading.
I'd love to just like talk about the industry
and a huge problem with it.
That is part of what I'm trying to solve here.
No, please do.
Please do.
As you know, almost all of our coins dump at the same time,
every time, right?
And it's because almost every token you can buy
is for a company making a crypto product for crypto use cases.
It's a trading platform.
It's a polymarket for pump fund token launchers for streamers.
It's like an NFT platform, right?
And so almost every single company that has a
token, their business fundamental revenue is tied to market activity, right? If the market is bad,
they all make less money, all of them. And so I've got like an insane proposal for our industry.
It's a new narrative that I'm calling RWBs. Now, stay with
me. It's wild, but it stands for real world businesses. There's this crazy thing out there.
There's companies and they make products that people pay them for because they want them.
And I think it's a pretty powerful new idea that we've hit here. These RWBs. And what I think our industry really needs
are tokens that people can buy that are connected to the fundamentals of businesses
that are real businesses that sell actual things that actual people and companies want to pay them
for to use. And that's why we have a token over here. Anyway, that's just my comment since you
brought that up.
No, I absolutely love that piece.
And that sounds like the perfect response.
It really does.
And I do want to hit some on the tokenomics side of things here.
I've got a great panel for it.
Metazet, this guy has the best intro of all of X spaces that anyone will ever hear.
So Metazet, hit me with that intro, as you always do always do i love that piece and then i see your hand went up there so i would love to hear your question here for
jordan and the team well awesome i didn't mean to throw up my hand if i did it's just because
i'm throwing hands because i'm so excited just uh going crazy with emojis or motocons or whatever
over here but anyway yeah i am stoked to be here. What's good Reply Corp army? How y'all doing out there?
It's the head of HRR here at Reply Corp. That's right. It's your boy Zet, aka Metazette, coming in with a rowdy howdy and a not-so-mellow hello.
How y'all doing out there? GMGAGN, like I said, it's your boy Zet, aka Metazette, because if you met me, you Metazette, and you must be in the right place, baby.
metazette because if you met me you metazette and you must be in the right place baby that's right
we're at wolf this is reply corp and you're getting the alpha and uh with that jordan what
is the alpha when is tge my man i cannot answer that question at this exact moment my dude and
you know i'd love to everyone should know metazette it's one of the top participants right now in the reply web um
so i i i i very sorry but we want to answer that question soon that's okay you know that you know
they call me and maybe not everyone knows this maybe even m not might not know this because i'm
so jovial and fun loving and everything but they call me the the strong arm around these parts
because i'm i'm good at getting that alpha out of you,
twisting your arm and doing what I needed to get that alpha.
so I understand you can't give us an exact date.
Are we getting close?
Oh my God.
We're so close.
Yes,
yes,
yes.
The public presale,
the public presale is incredibly imminent.
And then the TGE will be shortly following that.
Awesome. I would love to talk, if it's okay, about ReplyWeb a little bit, because that is the whole reason that you are here with these glasses over your bowl PFP right now. Right? Because this thing worked on you. And it worked on a whole bunch. We got CJ listening. We got, dude, dude b with the peaches i've actually never known how
to say your name but he's got fresh new reply corp goggles over his eyes got a bunch of people here
um 100 yeah i actually wanted to give you flowers and and the reply corp army and everything of
course uh and just on that sentiment on that note um definitely to your horn i guess that's a terrible way to put it but
you know like i said give you flowers because um reply corp is the real deal and it's not just like
this uh like engagement farming online and everything uh what really got me hip to reply
corp in the beginning is is first and foremost lady trader um bringing it on a sp bringing
jordan on a space who I'm familiar
with from wolf spaces so already had some credibility and everything um but it was it
was really kind of broke down to me and just made perfect sense and everything and I decided to kind
of to uh go in on it for the uh you know ride for the community ride for Jordan and because I could
see the vision and really and uh and push for it and within doing so the community, ride for Jordan. And cause I could see the vision and really, and, uh, and push for it. And when in doing so, the community is nuts. The community is insane.
I just got to say, um, I, I really was able to see such dramatic, like, uh, results in my
engagement and all that kind of stuff. Um, just from, from pushing the reply corp message and, and, uh, you know and responding, replying and everything on people.
And for me, what's really cool about it, you mentioned my bull. My bullheaded PFP is from my
bullheaded IP, which is from my band. I'm a musician. I have a band and it's based off of
my band's logo. And so for those who know me, I've been building kind of a brand around that IP
for the last couple of years.
And I saw more,
I've seen more in the last few months from Reply Corp,
like as far as like support from that brand
than I have in the whole like couple of years before.
I mean, people were taking the bullheaded lore
and it's now a part of the Reply Corp lore. So that's so freaking cool to me. You know, people were taking the the bullheaded lord and it's now a part of the reply corp lower
So that's so freaking cool to me. Um, you know people were using the bull, uh as other
You know in memes and things like that
And so i'm huge on memes and and just quickly on all these different info five platforms
It regurgitates so many different. Um, it's kind of the same copy pasta type thread type stuff
And for me like like, that's
just not me. I'm, I'm more of a meme type, you know, I bring fun and the funny to the timeline.
That's kind of what I, I like to bring. And I feel like there's a real value to that. Um, but
it's not, I haven't seen that kind of content or anything rewarded anywhere else outside of reply
court. So that's just a little piece for me and what I want
to put out there. Let me explain to everyone else what the hell you're talking about here.
So I said early in the space, we have about to cross 35,000 people that have made almost 350,000
posts and comments tagging us in five weeks, right? So why the hell has everybody done this?
five weeks, right? So why the hell has everybody done this? This is our social super app called
ReplyWeb. And it is a combination between the virality of Mindshare and InfoFi, but with the
actual results focus of an affiliate sales system. So the simplest way to explain it is to tell you
exactly how it works for how we're using it. We are giving out 5% of our token in our airdrop.
How you earn it is all you do is you just make posts that tag us or include the cash tag reply.
Whenever somebody engages with any of those posts or you engage with it on someone else's post,
you get connected to each other like an attribution or a referral. But you post, you get connected to each other like an attribution
or a referral. But you don't just get connected to each other. You get connected to each other's
networks, their own connections. So everyone's making all these posts. They're all connecting
with each other. Come airdrop, come presale time, you will get airdrop based on how many people
you're connected to who buy the reply
token in the presale and how much of the token they buy. The end. It's that's it. It's that simple.
But what this does is solves the biggest gigantic problem with InfoFi, which is all the AI slop you
see. Why do they all generate this AI slop?
Because they're rewarding content. The InfoFi algorithms is trying to pay people to post in the hopes that indirectly those posts actually drive sales.
So if you're trying to reward people for posting, for content, then you need to evaluate that content and decide what is a good
post and what is a bad post, right? Who deserves our reward for making posts about us?
So you end up with a bunch of AI slop because they're using AI algorithms to determine this,
and you're just trying to game it. And I don't know what the language on this space is, but I call bullshit
on the fundamental idea of a good post. Because you know how many times I've bought a token
because someone wrote a well-reasoned multi-paragraph think piece and I read it and went,
aha, what a great idea. How many times that's worked on me versus how many times I bought a
token because I saw a shit post go viral or some
funny meme. They're missing it. Value isn't interpretive. Value is sales. Value is conversions.
Value is money deposited into a staking contract. We don't need to guess at it. It exists.
So ReplyWeb doesn't care what you write. Everyone has different strengths.
Everyone's community and audience likes different things.
Write whatever you want.
You know how I can determine if it was a good post?
If some people engaged with it and then bought the token.
Huzzah, you did it.
That's the definition.
And so because of that simple, simple system, it's generated all these comments and this attention on the timeline.
And so I have a very simple instruction to everyone in this space, every single person here.
Comment on this space, tag reply corp, or use the hashtag reply.
What's going to happen is you're all going to get connected to each other automatically, right?
Because you're all commenting on Wolf's space. You're getting connected to them.
And then you're getting connected to each other because that's the second degree connection.
And what that means is if you all comment right now on this space, and then any of you buy any
reply tokens in the presale, all of you will get some of the airdrop because you're all connected to somebody who bought.
It's that simple. And so again, like I keep saying, Reply Corp's target is not Web3. Sure,
this is a fantastic way to distribute an airdrop and motivate people to participate in a presale. But you know what this is really for? A makeup company selling makeup on Instagram and
YouTube. Literally, they fund a rewards pool. They add our social connect button into checkout.
And all of a sudden, anyone who thinks that they can sell lipstick can just on their own start
making videos and posts about the lipstick. And if somebody comments on that post and goes buy
the lipstick, they're going to get rewarded. This is what we think is the most powerful tool anyone has ever made for selling
anything virally over social media. And we're just showing it off with ours first.
I'm going to ask a dumb question here and tell me why I'm dumb. But when I think about this,
I think about like the early days of like affiliate marketing,
where people wrote their travel blog and they had their links that you could click into.
And from their audience, they clicked in and it was, you know,
kind of like the Amazon link or whatever.
This sounds like that, but like 100x better and bigger and new aged.
Am I on a track here or is that dumb?
I love you say you're going to say something dumb
and you say something smart.
So maybe you'll have to try next time.
That's exactly it, right?
That system is effective.
Affiliate sales are very effective,
but they're incredibly limited and inefficient, right?
Because that company needed to build this whole structure
and set up these deals with these
affiliates, right? Anyone who wasn't an approved affiliate doesn't have the opportunity to try to
sell stuff. You're literally leaving massive potential on the table of anyone else who could
maybe motivate a sale, right? Because again, anyone here listening, if you convince one person
to buy our token and they engage with your post, you'll get an airdrop
for that. It doesn't matter if you have two followers, right? Because you did something
valuable to my company. So therefore, we want to give you a reward. It's very, very simple.
And the other problem in the system that you described is no one likes affiliate links.
The people posting, the influencers, they hate telling people they use them.
And also, they're just so inefficient because someone's like, use my link. And it's like,
crap, I already use someone else's link. If I'd known you were going to do this,
I would have done yours. With ReplyWeb, we proportionately split the weighting of the
attribution to everyone that the buyer engaged with. So if somebody engaged with 20 of
your posts, and then there are also like five other people and they engage with their posts,
when they buy, the majority of that attribution will be weighted to you. But the other people
will get there a little bit too, because they deserve it. And so again, the answer to your
question is the fundamental thing ReplyCorp is doing across everything,
which is what you're describing is onboarding friction, right?
Someone has to sign up and generate their link and then share that link,
and the people have to click that link, and they have to go sign up themselves and do all of this.
And I'm saying the gigantic improvement is from eliminating the need to sign up,
eliminating the need for someone to even know
that they're participating in this, right?
A thousand people could use whatever
that affiliate link was for
and not even know that you were a part of this
and you would get rewarded.
All they were doing was commenting on your posts.
The other thing I think about is
when I think about big influencers and stuff i i a lot of
times i feel like okay well maybe they're just trying to sell me something but this seems like
more of a social network aspect where you know if i log on to social media and i see you know my
friend jordan my friend lady trader or tropic or z or Prometheus, when I see them talking about something like,
oh yeah, I just got the new Meta glasses or something like that, I am 100% more inclined
to pick their opinion over it, even though they may not have some huge blog post on it
or some huge Instagram following.
Am I on the right track here?
Yeah, that's exactly it. What we're actually doing
is actually mimicking, we're working with how influence actually does sell things on social
media, right? It works like you just described. And so we've built the first system that actually
respects and goes with that flow and lets everyone benefit from it.
Beautiful. It was making perfect sense in my head, but I had like a doubt and I was like,
let me just make sure. And Jordan, you did an even better job of connecting all the dots there.
So I appreciate you being here with us tonight. I want to open this up to the panel here because
I've got some great panelists, as I alluded to earlier. Tropic, I want to bring you in and see what questions, thoughts that you have around ReplyCorp here.
And you've always got the good questions, especially when we get into any of the Web3 side of stuff.
So, Tropic, you're up to that.
Hey, first of all, when you said, hey, Jordan has a company, I was like, oh, Jordan has a company? I was thinking, you know, our Jordan. So I was like, hey, what's up, said hey jordan has a company i was like oh jordan has a company i was
thinking you know our jordan so i was like hey what's up man you're launching a company but
then i realized there's two jordans on stage but um what is it say though of us yeah exactly
um you know i'm having uh to be honest i'm having a little bit of a puzzle problem trying to connect
all this together.
So, you know, earlier you were saying like the makeup influencer, and I understand like the makeup person is like very influential. But when you're talking about like the real world businesses and so forth, let's say it was something a little less sexy like a car wash, right?
is to just sell more car washes.
How exactly would they use this
if they're not so focused on the, you know,
becoming an influencer thing?
That's what I'm trying to get the connection
to like a real world physical business
that's not really that sexy online,
but every business promotes on social media.
So I'm just trying to see like,
how would that car wash person or a lawnmower or something that's really not sexy with the social media so i'm just trying to see like the how would that car wash person or a lawnmower or
something that's really not sexy with the social media following be able to leverage social media
because they all have it in their marketing strategy so they could use two of our products
right they could use reply points and they could use reply web basically they could say hey anyone
who got one with reply points we're going to to give our own loyalty point system out to anybody who goes out there and says,
hey, look how freaking sparkly clean my car is.
Here's a picture.
Wasn't this great?
And, you know, tags the car wash where they got it washed, right?
They could give them loyalty points for that.
And then those loyalty points could give them a discount on their next car wash, right?
Or a free wax, or I don't know, there's
8 million things that the car washes do in those lists. Or again, they could just let anyone who
wants make those posts and then use a soap. So with a car wash, it might be a little clunky
because you basically would need people who come into the car wash to like click to connect their
Instagram, right? It's a little easier to do in a digital sales flow on it, but maybe they could pull that off.
And then basically how it would work is anytime someone gets their car wash, they connect their Instagram.
And then our system would check, hey, did anyone who posted about this car wash, did this person engage on their posts at all?
And if so, the car wash would give some rewards out to whoever made that post
because the person showed up and spent money
got you that that does make sense so now as far as uh on your side right because of course
of course, your business and you're have to have all these things running and all this stuff.
your business and you're have to have all these uh things running and all this stuff
In what way or how is that car wash, the business owner now producing revenue for your end? Are
they paying you a fee or something? Because I'm trying to understand like the sustainability side
of it. Yeah. Yes. Okay. So two things. So we have these three different social super apps. I'm sure
in the future we'll come up with even more, right? And then we have the platform.
So let's hit both of these.
One, ReplyWeb.
As a product, we are taking 15% of distributed rewards.
So the makeup brand, they put $250K into a rewards pool, right?
Every time we, and they basically say, okay, for every $10 spent,
we want to distribute $1 of rewards.
Awesome. Anytime we distribute $1 of rewards. Awesome.
Anytime we distribute $1 of rewards, we take 10 cents.
We don't touch the principal.
It just chills there.
So, you know, great monetization model.
As a company, though, and this is actually what ties into the token.
So again, so we've built these things, you know, we will hopefully have a ton of customers
using them at massive scale. But we're also building the platform for anyone to create any of their
own apps that using our infrastructure can live right on top of all major social media platforms
and all future social media platforms that end up becoming, you know, the next top one whenever
that happens. So every single one of these apps, we monetize through a
unified credit system. That's usage-based, just like lots of SaaS products, right? So these apps
live on social media. Any of the people on social media, 5.5 billion people can become a user of
them as simple as liking or commenting or anything and spread them virally by using it.
as liking or commenting or anything and spread them virally by using it.
Every single one of those engagement interactions that we ingest to make the app function
spends that customer or app creator's credit balance.
And then they are just responsible for buying more credits and keeping their balance topped
up based on the usage of their app.
Well, we take that money from those credit purchases.
We route it on-chain into an open
market buy of the reply token. We deposit those tokens into the customer's account and burn them
to unlock their credits. And so what that means is that Web3 company, Web2 company, all the way
to a retail brand, doesn't matter if your Avalche or Starbucks or the local coffee shop or the
car wash. Everyone is just buying, market buying and burning the reply token at scale without even
thinking about it. Right? It's the real world business thing. Delta Airlines, let's say we
sign them one day, right? And they're using for their loyalty point system onto social media.
They're not looking at the chart
to determine when they buy their credits.
They have this product
that has measurably increased their sales.
And so they're spending, you know,
whatever tens of thousands of dollars a month
that their credits will cost to do it.
It just happens to be passively buying
and burning the token.
That's how it all connects.
And I think it's like a really
elegantly simple, but very powerful connection. Okay, so connecting this all together now,
the business on the front end, when they're paying for the service or whatever it is,
they're loading up. Are they doing this with dollars? Like say they say they're you know just like how they would
go into x's ads console and just use their credit cards and so forth and just pay whatever it is to
run those ads is that how they're doing it or do they have correctamundo okay they're just they're
just like okay we're spending 20k a month in credits because we're getting you know a huge
amount of interactions on these because they're viral social media posts. Cool. Yeah, but just part of their marketing budget.
It's over there. I don't know, sales budget.
And it's just going on to the company card.
If you are a Web3 customer, you can directly deposit reply tokens to do this.
You don't have to go through that. Right.
OK, awesome. Yeah, that's definitely what I like to hear, because, you know, I'm crypto native and I am willing to go straight through to crypto. But much easier onboard in selling it to them. And the second thing that I do think
is really cool is that, you know, earlier when we were talking about affiliate marketing and so
forth, I actually predicted that cookies were going to die in 2025. I seem to be wrong right
there, but like there's still three more, three more months. We'll see how that goes. But like
tracking cookies is
actually extremely difficult. And with all these privacy things and everything, it makes it even
more harder. Anyone that ever did Facebook marketing back in the day and all this crazy stuff,
it's like a different landscape. So there definitely needs to be a better solution.
So I think it's an admirable topic or a problem that you're trying to solve.
And, you know, and I do like the fact that you're allowing them to, you're not forcing them down the Web3 rabbit hole unless they really want to go that route.
Right.
And then at the same time, I'm sure you would also agree that the kind of the negative
connotations of cryptocurrency and blockchain and tokens are disappearing over time anyway.
Right.
But I'm not waiting for that, right?
So like, again, this tractor company
that already signed with us,
that dude is 60 years old
and he gets the product
and they're going to be spending money on it.
He's not concerned about a token.
We didn't even talk to him about a token
because he's not buying a token.
He's using a Web2 company's products
to improve his company's sales
and social media
engagement. The end. Right. And just to kind of double tap on the monetization, think of us like
an app platform. Right. So every app on the iOS app store has its own monetization. And then also
Apple is taking their piece for being the platform. Right? So reply points, which like Lady Trader Ra introduced with reply points, that's $199 a month, right?
That's just anyone who's using that social super app is paying that.
And then separately, they will also be paying for their credits, which for smaller accounts won't be much.
For a gigantic account would be a lot of money, right?
Reply web, again, you're paying for the actual product.
And then you're also paying for the credits.
And so anyone else, whoever builds their own social super apps, we will make money off
of that through their usage-based credits.
They will make money off of that by charging whatever they want to charge for their application
for whoever their customers are.
Really cool.
So, yeah, I think you kind of covered most of the concerns I have.
The only thing is to just kind of go down this rabbit hole.
And do you have, well, I do have one as I was getting ready to pass the mic.
Any example company that you have right now, whether it's something that you tweeted out recently or shared or maybe on the website to say like, look, this person is doing or this company, this brand, they're doing exactly what we built this thing for.
Check them out.
Do you have any of those examples?
The closest thing, so okay, so the two, these like real world companies that we signed, and there's a bunch more coming, they are on Facebook and Instagram, which we are about
to roll out support for.
We haven't yet, so it's not live yet.
A few months ago, for a number of months, YGG, which is a company plenty of people in
this space know, very successfully used a reply app.
We built a gamified series of posts for them to launch their game, Lowland.
And they saw up to 32 times their normal post engagement on those posts.
And Lowland has been a great success.
And I won't take credit for most of that.
But we really did help the, you know, at minimum, the growth of that initial social media account,
account starting from basically zero and getting people into the game. There's also a one of the,
starting from basically zero and getting people into the game.
I like, I could announce it, but I'm not going to announce it yet. But one of the largest blockchains
in the world, the name that all of you know, is about to become a customer. It has already,
it has already been closed on the back end, about to become a customer of our product. They are going to be building reply points natively into a new product offering from
then that's coming, which is very, very cool.
And like literally just watching the next few days for that announcement.
Super exciting there, Jordan.
Before I go to Prometheus, I saw his hand go up there.
Jordan, can you just tell the audience and myself,
obviously this is kind of a selfish question too,
where is the best way,
I mean, we can follow the Reply Corp account up here,
of course, where's the best way to track this?
Do you guys have a community somewhere
that we can follow along and make sure we stay up to date?
Hell yeah, it's right here on X.
We don't have a Discord.
We're sucked. The whole reason that people have a Discord is because it's very difficult to actually form a community that feels like a
community on a major social media platform. You have to go to these places that are like Discord
or Telegram and they're quasi-social media platform. They're kind of more just a bunch of
adjacent enclosed communities with a bit of adjacent, you know, enclosed communities
with a bit of a network effect between them, right? Reply web participants, that is one gigantic
community. They all know each other. They all chat with each other. Information disseminates between
them exactly like within a Discord. The entire point of everything we're building is taking
functionality that so far has been limited to other secondary
locations and putting it onto the primary location, which are social media platforms,
right?
Anytime anyone spends some time in a project's discord, that is time that project won away
from Twitter or Reddit or Instagram or whatever, right?
So we're saying screw that whole. And everything we're doing is going
right where everyone already is. And everyone else can compete and fight against us for the time,
but I won't be doing it. So literally just follow our X account. Also, just to reiterate to everyone
in here, because I only see 70 comments on the space. If you literally comment on this post and tag Reply Corp, if anyone who
does that ends up buying in our presale, you will get airdrop because you are connected to them
through engagement on this post. So I don't really know why anyone in here wouldn't drop a comment.
Boom, let's run those comments up down there. I see a few people commenting and using the cash tag reply down in the comments down there.
Make sure you get those in.
I see a couple others tagging the at reply corp account there.
Prometheus, I want to bring you into the conversation.
Your hand went up briefly there for a moment.
I want to see if you had any thoughts, questions, comments around the conversation so far.
Hey, thanks for having me.
No, it's a very interesting product and good to meet you, Jordan and Reply Corp.
I have questions regarding tokenomics a little bit in terms of what are going to be some of the token gated products and services that you know
you'll be generally offering as a company and then also uh your individual clients like how will they
be specifically offering um i'm curious to know and and if you have any examples of this because
i think generally the business model is quite interesting.
You know, real world businesses. I like that.
Getting the whole loyalty.
Yeah, I've been saying this actually for a while.
Like this is one of crypto's biggest strength.
Like we can shift the whole loyalty programs thing onto on-chain tokens.
So yeah, I would love to know your thoughts on that.
So just on that last thing you said, I could not agree more. I think a lot about what,
and this is everyone in our industry should be thinking about this. What has our industry done?
What are things that we do that actually have value outside of our industry, right?
What can we export to the wider world instead of, you know, most of what we do, which is
very, very, very just for us, right?
Like pump on loudest dreams.
And obviously, you know, the promise of decentralized money and finance is a big one.
But what else is there?
And the number one thing that I think our industry has excelled at is incentive structures, right?
We are a million light years ahead of the rest of tech when it comes to creating completely organic systems that incentivize people to do certain behaviors, right?
incentivize people to do certain behaviors, right? We are maverick geniuses at this shit.
We are maverick geniuses at this shit.
And that's kind of what we're exporting here from Reply Corp out to the wider world
is incentive structures and flywheels. Because most businesses on the planet
just sell their products at a price to someone who wants to buy it. They don't do any additional behaviors to in any way motivate
people to one, buy them in the first place, or two, spend more when they buy them. And if you
talk to someone in Web3 Gaming, see we've got Mr. Sam Stefanino listening, Mr. Web3 Gaming is
inevitable himself. Web3 Games and gaming as a whole, they do a million things to subtly motivate
people to spend little bits more money and to buy things, right? Why don't all businesses gamify their sales in some way? It would increase
their sales, right? This is what we're here to do. Second, you, at the start of your question,
you asked about token-gated products. I'm not exactly sure what you mean by that,
if you could clarify and make an answer. Yeah, sure. So token-gating is basically
you can only access certain goods and services through that unique token, right?
And so, you know, like there are certain things I can only get with Tron that I can't get, you know, with dollars or...
I got you, I got you, I got you. Zero. While also 100%. This is a Web2 company. We have zero token-gated products. I think a lot
of people are doing a lot of cool stuff with that. That is great for them. I want everyone to be able
to buy and use our products. At the same time, every single one of our products is actually
token-gated because core to the functioning of our entire platform is the buying and burning of the token,
right? The only way any user of any social super app or creator or customer of them
gets the credits that are required for them to function is through the token. They just don't
know that they're doing it because it's not a part of what they're doing. They're buying their $5,000
of credits a month. We're taking that money, market buying the token, depositing into their account and burning it to unlock their credits.
That is fundamental to the structure of our platform. That is why the reply token is a
functional utility token. It is required to use any of our products. So in a way,
our entire platform is 100% token gated. I just would never describe it that way and I
wouldn't want anyone to think of it that way. But structurally it is.
Yeah, that's interesting. And how is it that you're measuring the engagement? So you mentioned
that you can track like how many people are replying to this post and so on.
And is it only for certain socials as opposed to not being able to do on others?
Yeah, if you could explain the technology behind this, please.
Yeah, so we basically have an incredibly robust database and interfacing system to interact with the notoriously buggyX API, right?
And we are extending that same exact system seamlessly into the APIs of every major social media platform
so that our users don't need to think about it.
Every social media platform is unique, though.
They all have their own unique strengths and weaknesses, and that's interesting, and it's exciting, right?
It's exciting and interesting from our side to hack application functionality into a series of different social media platforms, right?
Because they all do different stuff in different ways.
And it's powerful for the users of our apps to lean into those things, right?
So if someone wants to build a social super app for TikTok,
they might not also want it on Instagram, or maybe it would function a little differently on Instagram.
And that would be up to them, right?
To use their brains and social know-how
to lean into the strengths of each of these platforms.
But so we are now, we got 78 comments on this.
Every single one of you who has commented there, our system
has now registered your X username
as a participant
of the Reply web, and
already connected
you to Wolf Financial
and to each other,
and we're done.
So, come our token presale
and claim,
you will connect your X, and we'll say, great, here's how many tokens you have.
It's just that simple.
And any of you, by the way, can see the results of that if you comment at ReplyCorp web me.
We wrote it to be show me my web and then a bunch of our ReplyCorp community members started saying web me and it kind of caught on.
Power of AI right there. But if you just say at ReplyCorp WebMe
in the comments here,
we're going to tell you exactly where you stand,
exactly how many people you're already connected to
in first and second degree connections.
It's all happening live
at a ridiculously gigantic scale.
Actually, we keep upgrading our AWS servers.
Awesome.
Well, you know, I just,
I signed up to Reply Corp and I've thrown in a comment
just to just have some fun with you guys here. And I think this is a really interesting product.
Definitely looking forward to the use cases and how it is like you get, you know, more and more
of these customers. I think, you know, one think one thing, just as someone who works in the marketing aspect of Web3 here,
I would say that definitely throw up more testimonials on your website,
just like how you've been describing them to us today.
I think that'll be very powerful for a lot of businesses to see,
oh, this is how we incorporate
Corp's tech and essentially bypass the whole points thing.
So I appreciate you, Jordan.
Thanks for the answers.
Wolf, over to you.
Yeah, we are running short on time here, but I do want to sneak in another one, Jordan.
Here on our spaces, there's so much talk about AI.
Everyone is using it some way or another to improve their lives.
You guys are using it.
I just want to hear a little bit about how you guys are using AI and all of this big
picture stuff here.
It sounds like you'd have to have a pretty decent AI structure set up to track all of
these things.
But I'm curious where the AI fits into the picture here.
Yeah, so anyone in here who has run a company and ever pitched to VCs, which is probably not everyone.
But this is the answer to the why now for us, which is a big question with companies, right?
Like, why are you the team to do this, but why is now the time for this?
This hasn't been possible until recently because you need good enough AI to be able to interpret
anything someone could write as a comment and translate it into inputs into an application
interface, right?
So this entire thing we built really couldn't have
been built more than a year ago. Right? Our first version of this, we used pickaxe emojis to let
people mine for nuggets. Because I mean, honestly, that was actually much more because I just thought
it was cute. Right? And that's a game and we're having fun. But it's gotten way more powerful. And so the AI is what enables us to turn any application, not every, but tons of kinds of applications into a natural language interface where someone just converses with it, right?
And this is, by the way, like as an industry of tech and as like a humanity online, AI is the final interface, right?
We are stopping using applications and computers in ways already
and instead just like asking ChatGPT about it, right?
And so this is something we're kind of leaning into
in what we're doing here by putting this stuff onto social media, right?
This is like Google is kind of struggling right now
because way fewer people
are now actually typing something into Google to search. Instead, they're asking ChatGPT what they
think. And then ChatGPT is going and doing the Google search. But that's different. It doesn't
make Google less essential, but it commoditizes it and it puts it beneath the surface instead of
being in the point position for what people, you know, the actual end users are actually
interacting with, right?
And so we are kind of doing that to social media platforms a little bit by unifying all
of them underneath our quote, you know, L2, right?
And us taking all this functionality and putting apps onto social media, we're a little bit pushing social media platforms down into an infrastructural position
where they're the foundation that the future is built on.
But that's what's happening anyway, and we're just kind of trying to race it there.
But so like very, very specific, you know, AI as well, I'm talking about sales flows, right?
Letting somebody shop for a car and customize the pieces and source a local dealer, you know, with good financing rates and all of that.
That's going to all be, that's all AI powered, right?
You know, so that it can scale at the speed of everyone having those interactions.
But like even right now, the way our system is working is we are getting every single comment on this space.
is we are getting every single comment on this space.
And we are checking all of them with AI
to basically create a confidence score.
Is this person asking to see their web?
When you say like, at Reply Corp, show me my web, right?
So we get all of those posts because you tagged us,
but we don't want to be spamming replies
unless someone was actually asking
because that's what makes it feel like magic,
like good tech. And so we have this entire system that is kind of a few different levels of
interaction to interpret what someone is saying, create a confidence score on if they're asking
to see, you know, they're standing in the reply web and then output a response.
And so we're doing quite a lot with AI, I'd say. And what's lovely
about that is anytime that the smartest people on the planet and their trillion dollar companies
all competing against each other make the AI better, my own tech gets better. It's pretty sweet.
I love that. Great rundown there, Jordan, and a really great illustration there as well when you
made the Google and ChatGPT comparison.
And we are running out of time here, Jordan. We've covered a lot. You've laid out a really
nice vision into what ReplyCorp is doing. It's super exciting. I'm so glad you joined us today.
Is there one thing maybe that we didn't cover or that you want to leave with the audience today
that we didn't touch on?
I don't think so.
I think I've talked a lot.
I'm trying to think of it, right?
Because this is my opportunity.
I'm here.
This is here.
We're talking with a whole bunch of people.
Everyone's listening.
I don't know.
I think I've got it.
Does anyone have any questions?
If you have a question, throw up your hand or jump in or forever hold your peace here.
Jordan, you've done fantastic on really giving us the inside look at this because a lot of times,
I will just compliment you here in front of the audience.
A lot of companies, they come and they present their idea and some don't have good spokesperson
or they're just kind of just going through the
motions. But I can tell. And one thing that a lot of investors look at in general, not just
when I'm looking at a product that I want to use, but when I look at something I get excited about
on the investment side is when you have a founder led company, that is a big checkbox a lot of
people look for and somebody that's excited about the product. And you've definitely shown that here with your company, Replag Forbes.
So kudos to you. I mean, dude, it's because I am like I have, I used to be an architect. I worked
on skyscrapers in Southeast Asia and the Middle East primarily. And I always wanted to be an
architect, but really genuinely, I always wanted to run a tech company. I just knew how to become
an architect and I didn't know how to do this. But I am living
my dream, guys. There is not a thing in the world in my entire life that I would rather do than have
come up with some company and some product idea that enough people think is cool that you'd
actually have me up on this face talking to you all about it. Like there is nothing I would rather be doing.
And I do not expect this to get old.
I feel like I am like fulfilling my life purpose here.
And this is, you know, Reply Corp is super cool.
We'll be doing a lot with it.
This is not going to be the last company I build.
This is not, you know, Reply Corp.
We've got decades that we want this thing to exist
and how we want
to take over the world with this thing you you guys i kind of feel sometimes like y'all have
like let me into the hen house and you're never getting rid of me um so i'm glad you like listening
to me speak because that's always surprising for for me well jordan first off the uh the enthusiasm
oozes through and uh i i that. I absolutely respect that 100%.
And you gave us a really clear, concise breakdown. Your message came across very clearly here to the
audience. So definitely appreciate your time. I do encourage everyone, one, you can go in there.
I see we're up to almost 100 comments down there at this point. So make sure you go down there and
tag RifyCorp, get that response in,
that reply, I should say. Yep. And then also, just so everyone knows,
so the airdrop, you'll get it if anybody buys. We have 30-something different communities right now, NFT projects, token projects, that if you hold their assets, you're actually getting a
boost in the airdrop. We've been posting about those. We'll do a final post to run that down one more time before the last minute for it. But of course,
our own token is one of the things you could hold to get a boost in the airdrop. So if you are
already competing for the airdrop, you already want to get this. If you think this sounds cool,
if you even do the minimum buy in the airdrop in the pre-sale, you will also get a boost for that.
And then also everyone else who commented on the-sale, you will also get a boost for that. And then also everyone
else who commented on the post and connects with you will love you because they'll get airdrop for
being connected to you. Win-win. Win-win-win, as they say in the words of the great Michael Scott.
Jordan, we really appreciate you. Make sure you do follow that Reply Corp account up here so you
can stay up to date with everything going on. If you're like me, you spend a ton of time on social media, time to start taking advantage
of that a little bit. So definitely dig into Reply Corp. Jordan, I appreciate you coming on
and your time today. I appreciate the entire panel. Zet, Prometheus, Tropic, Lady Trader
up here co-hosting. And then Jordan, my co-host, pretty much as always, most of you know Jordan.
Me and Jordan compete to see who spends more time on social media. So this will be something
definitely on our radars for sure. But big shout out to the whole crew and thanks to the audience
as well for hanging in with us on a Monday evening here. This is the end of a long,
great day of spaces here on Wolf Financial. We appreciate all of you tuning in wherever you're at. We hope you have a good afternoon, evening, night, maybe morning. I
don't know where you are, but saw a lot of big names down in the audience tonight as well. So
shout out to all of you guys. A lot of excitement, Jordan, around this, just judging by the people
that I see in the audience down there. So excited to follow along. Thank you all.
Thank you so much for having me, Wolf.
Thank you to the other panelists up here.
Thank you to, as he said, the big accounts listening.
And thank you also to all the tiny accounts listening.
We are here for all of you.
And I am just lucky to be here talking.
Boom.
Well said right there, Jordan.
All right.
This whole space was recorded as always. If you missed any of it, you can go back and listen to the entire thing. First hour stock picks for the
week show that we always run here on Monday. And then a great treat here with Jordan and reply
for it. If you missed any of it, you can listen back to the recording. And with that, I'm going
to sign off for the evening. Go tackle these crazy kids that are outside my door waiting on me.
And we'll be back
dark and early, as Jordan likes to say, first thing in the morning, 8 a.m. Eastern over on
Wolf Trading. We'll get you started with some futures discussion in the morning, take you all
the way through the entire day. Our full schedule of spaces is right there, pinned post on the Wolf
Financial main account. You can see all the great content we have coming up for you guys this week.
And of course, on Friday, live stream.
Don't forget to subscribe to that Wolf YouTube channel,
the Wolf Trading YouTube channel,
where we will be live over there with trading and special guests
all throughout the day.
Thanks to everyone.
I'm signing off.
Take care.
Have a great night.
Bye.
Good night. Good night.
Good night. Thank you.
