Just say what in the morning.
Didn't get them Yauk am in anonymous.
Good to see everybody in the house here early.
Say what in the morning been having a great time hosting these we are definitely covering all that's happening on the say network
At 11 a.m. Eastern every single damn day. We take the weekends off
you know, you got to go touch some grass but
Yeah, we appreciate you guys joining. I'm nifty Q co-founder with the web3 network
We're focused on providing you the most educational informative and entertaining content in the gosh darn industry
But definitely within say a lot of cool creators building different shit
Doing some cool things one of them up on stage with me here
Yeah, let's get this GM started man. Happy job data everybody as well. If you celebrate Biggie Poppins, what's up, my brother?
GM my friend, how are you doing?
So I'm doing okay, how's the coffee hitting this morning
I'm good, man. So you were able to I was not on the white list. I have a wee bump. I have no excuse
I don't know why I missed this
It was a super fade. So I'm gonna be feeling that
I guess we lost Biggie Poppins first RIP
Of the show today. Yeah, I did. No, you did not lose me man, dude. No, no, no, I'm sorry
I had to click off. I had loud people coming through and I did not want to disturb this
Hollowed space. So so are you're on the run? Do you meant yaka's or what?
No, man, I did not get to make yaka's man. I'm just letting stuff
Flowcast me and I am trying to remain centered
Discipline and not FOMO into every little thing that happens in the space, but I have not gonna lie
The yaka miss it hurts. It hurts. Please tell me you did not have a white list for that
I'm just gonna so don't even tell me if you had a white. No
All right, I thought you for a second we're saying you passed on it even though you had the white list
We're gonna touch on everything that's happening here this morning
There's some other mints happening later today, believe it or not
Other than yaka that we'll get to definitely want to share out the room. I've got no giveaways today
I have to get the giveaways under my feet before I start another one. I've got three winners
I've got a giveaway say chicks. I gotta give away whitelist spots
We had sold one on the show yesterday giving out a whitelist spot as well
So I need to get my my feet under me there
You will be hearing from me if you entered into those giveaways and you won
So I appreciate y'all but if you go to that little speech bubble over there on the right you hit me with like a GM
Happy job day as say what say let's do what you want, but it helps the show a ton and I'd appreciate it a bunch
Co-host my my good friend here. I was gonna call it like it's not a Batman Robin situation, you know, like what's a good combo?
Like like stark seed in my hutch hutch to my star ski. What's up, dude?
I was just gonna let you keep digging there for a while. See where it came out
What is that voice my friend are you still here coughing? Yes, I'm still my coffin
My friend it's time to rise the time has come the walrus said to talk of many things of shoes and chips and ceiling wax of
Cabbages and Kings and why the sea is boiling hot and whether pigs have wings
So get up my friend get out the coffin
Live a little bit. You should have said and do many things that would have capped it off biggie poppins. That was fantastic, dude
You're you're just full of wonder
All right, we're gonna get to some of these breaking pieces here in just a moment gifted I
Dude, he did my man is rolling out of bed. Just hopping up here to co-host the stage. I appreciate it very much
My fault a life-sized just full-sized
Kingsize coffin there for the man himself. I'm gift. Did you get into the white list here on on Yaka?
No, okay. Okay. Oh, that's the last question. I'll ask him today
Hey guys, I'm doing my best to share out the show
Again, if you could drop it in your the discords and things that you're in that would I would be very much appreciate
Appreciative, but we'll get to this Yaka piece real quick. So everybody was kind of assuming that this was going to mint out
This is a NFT project. That's associated or I guess an NFT that's associated with a DeFi project called Yaka
Finance now you can go over there and actually interact with Yaka on testnet right now
I'm not saying do that. This is not financial devices
I'm not a financial advisor, but you can still interact on the platform
But you know the NFT here the Voyager was going to be the primary
Thing that you wanted to get your hands on so it was 120 say I believe
For the OG and the white list this did not make it to public
We've been telling you guys look like these don't make it to public
Basically, it shot out the gate. I believe at a hundred and twenty say sorry
I'm sharing out the room real quick. But yeah, shout out to a 1200 say sorry. So a 10x there
Couple interesting pieces here one. They didn't have the rarities out the gate. So a couple discords
I'm in people were selling these these voyagers and then
We're told in the discord that there weren't going to be any rarities to these there
I don't know how that makes any sense like if they're gonna be unique
There's going to be rarer ones
But they ended up flooring them and then literally five to ten minutes later the rarities
Started to appear so people were like flooring these assets and then finding out. Oh shit
I just sold the fifth rarest Voyager
So some people not that happy this morning with it with that piece
but again, most people are going to be extremely excited that they get a 10x out the gate for the network and
I've been saying this kind of on X this morning like for the network this win
It I don't think can be understated like these type of wins are really dope catalyst for where we're trying to head
You saw say running this morning. I think it hit like 74 cents to me
But some of that move is based on people trying to enter the ecosystem for the first time
To try to buy a yaka on secondary or maybe they did get a I don't know how they would get a white list without
Already being here, but that move of getting people into the ecosystem and then an immediate 10x on a hundred dollar
Sale, right? This isn't a 10x on like a five say mint or anything like that. That's huge
So this yaka added to the list of catalysts that we've had early on and
We were talking about this also on NFT live yesterday our YouTube show
The idea that you need a flourishing DeFi
Ecosystem along with an NFT ecosystem is super important
So your yaka obviously a DeFi project the fact that they were able to do this launch and have success
I don't think it can be understated like there's no direct impact
I mean, maybe you'll see some floors start to pump now that people are kind of flipping the voyagers
They got and and maybe buying back into the blue chips that we've seen so a lot happening right now
I think by all accounts, this is a success
All three of us up here do not we did not get in the white list
So we're gonna commiserate together
But biggie gift thoughts on this yaka piece while I continue to share out the episode
Wondering, you know obviously right now they just bark
You know how low though I don't think it'll be but I'm thinking
I mean, I'd be surprised if they go down like
That actually would be where I would try to pick them up
I think even like a 750 or 800 like even 900 I was looking at being like, okay
You know, maybe maybe I'll pick one up the the utility is going to be an airdrop token, right?
So yaka has their their utility utility token their fungible token coming out if it's not already out
I'm guessing it's not because they're on testnet but
They will have a token soon and they're going to get airdropped this token
Also, you they had an interesting piece where if you sold the yaka NFT or you minted it and then sold it all
Subsequent sales you're getting 2% royalty on the NFT sale going to the mint wallet, which is it's not a ton
But I mean, it's I haven't even seen that on the east side where we've been primarily focused for the last couple years
So it was an interesting utility gifted any thoughts on on yaka finance, man
Other than the fact that we just didn't get him. We're just fading generational wealth
No surprise there. I just think it's like you said it's a big win
For the network and there's nowhere else right now that you can like out of the gate get a 10x on an NFT
There's just no profits anywhere else
So, you know, we've been saying that say and base and these sort of emerging
New chains are the place to be
You know, it's just proof of that I guess right? I
Don't know. I mean, I guess maybe maybe
Like what do we know what much months minute for? I
Don't know what it was. I was knitting for now. I don't know what mochi's men for
I know you had to hold the mochi token, but I don't know what they meant it for I
It's a question of spending time, right? Like we're consistently pulled in many directions
And I just haven't been over on base now that I'm over here drinking the fine Kool-Aid with Biggie Poppins to say Kool-Aid
So we need to come up with a with a new name for gift in this early morning, so count gift
Real quick I'm gonna follow up with some things on yaka
Also, if you guys minted yaka or you didn't or you want to talk about it
Feel free to request hop up here. You can talk with me Biggie Poppins and count gif for a little while this morning
I'm interested in other people's takes on where this goes and what happens next
I'll give you all another stat real quick. I mean we've seen some volume for different collections
Okay, so if you're looking at total volume on we bump which I think everyone can
Kind of assume that is the top collection right now on say three point five million in total say volume
Okay, so you go down maybe Dobbs. It's it's two million. Well yaka finance right now. It's been live for
What an hour maybe maybe an hour and a half it has six hundred thousand say volume already
So I mean like yaka voyagers have five percent royalty
So obviously, you know, that's gonna go towards a team there. They have bigger plans with their defy product and all that stuff
But dude six hundred thousand volume
This is what we're looking for man is is
The amount of liquidity that could potentially enter when we're already kind of sitting in it, right?
The hardest part is waiting. Well, it feels like you know, that weight might be just a little bit longer
All right a couple other things I got on my dashboard real quick we're going to talk past present future mints
Yesterday we had the astro guys say tom up pixel thumbs that basically, you know minute minute out
I know we talked about astro guys. They said they were going to have this dashboard these sniper tools, but really
It didn't do well. First of all, like if i'm looking
Their floor price is about fourteen point eight
Uh vaporware. Yeah, it might be you know
It might be a case of like saying promising more than you can achieve which you know
You did call yesterday. So i'll give you that
We'll see what happens with the astro guys for a lot of these floors are people sell
Right afterwards trying to flip and there wasn't much of a flip you could get on astro guys
Say tom up pixel thumbs the same thing
But we had two bots go live in like the last 48 hours that have done really well
So soulbot and mentors are doing extremely well. They really weren't on my radar
They I don't think they were you know launched at I mean soulbot was definitely on, you know
Mint calendars i'm not sure about mentors. I'll try to get both of these
In the xbox for y'all to check out but both sitting at pretty high floors here. So soulbot
almost a thousand floor here 333 supply and then mentors with a little bit larger of a supply 575
Sitting at 500 say so these are both whitelist bots. That's kind of the meta
Uh that you're seeing play out so the in order in order to you know, maybe take advantage maybe ensure that you're on a whitelist
Using the tools that soulbot and mentors are using I think is the narrative they're playing off of uh, and of course
I mean that's a incredibly low supply
So now that you're not even past 500 on either
And it shows in in that floor price. So
Might be something to take a deep
And it was just to grant you access to the bot right like if you still have a monthly fee that you need to pay off
Top of it, right? Yes, I that's a really great point
I think the soulbot itself, uh, once I get that linked up in the description or in the xbox
Uh, I think it's like 30 or 40 a month
So i'll get that up there for y'all. I have a tough time doing that because I have to use the account
I have to like go into the nifty queue account from web 3. It's it's it's kind of a
A shitty situation. So $50 monthly 290 say
Uh was the mint so if yeah, I guess you're only looking at what a 3x
Uh on soulbots if it's a 290 say
Floor or two mint. So I mean that's still a great return
Uh, but yeah, they got to pay 50 monthly biggie
Do you know anything about mentors or soulbot because I didn't get in on either
It felt like they were a little bit under the radar
Uh, even though they made the the mint calendars. I felt like these ones weren't as as notable as some of the others
Yeah, I I looked into soulbot for a brief second but for the thing I mean, yeah, i'm
As much as I think as usual as I think about things be at the moment and I
I still think that with the communities that i'm a part of
You know being able to get an entry via white list is still
A very high percentage for me
Versus you know buying the soulbot and then on top of it paying a monthly fee
Um, i'm I don't know. I just ended up, uh choosing to pass for that reason alone
I think later on down the line if you're talking about going into
If you're degenerating say into some hit coins i'm say
Or if you're like trading very frequently, then yes, I think you know going for a bot will pay for itself
But for for my style, uh, I I just didn't think it's worth it. I I think uh, I have you know opportunity
Yeah at 50 a month that doesn't feel like it's it's extractive for the value that you potentially get out of it
So I would pay for it. I just need to get more information on on the bot itself and you know
I mean they they are obviously tweeting about it and everything on how that has been benefiting their holders
So 50 a month doesn't seem the worst if you can get into some of these
All right. I threw it up in the xbox here. So pass that mint calendar. You can go see soulbot and mentors
There's a couple others up here. The one i'll direct y'all to
Are the present mints so we touched on the past again astro guys say tama pixel thumbs didn't really hit
For various reasons soulbot and mentors doing extremely well
Uh the the present mints we saw yaka finance this morning. We did not I don't want to hear about it
So none of us three have voyagers up here, but we do have some other mints happening shipmunks. I was watching it
Uh, I I actually minted this from holding a wee bump there. It's basically a free mint all the way through
It I mean when a free month free mint makes it to public
I guess it could mean that they they under allocated that could be a positive but more than likely it's just
That they just didn't have enough interest
Here so i'm not expecting shipmunks to do much. Uh, they're
Say noby pushed back their mint here. So it was a 3 p.m
Utc which I believe would have already happened
Or maybe at the top at the bottom of this hour
And then say saints so say noby moved it back to I believe 2 p.m. Eastern say saints
Is at the same time. I believe that's
Eastern two or three so 7 p.m. Utc, uh, you guys can make those times
Uh that time conversion yourself
uh, all right, the next piece I had here biggie poppins, uh is the
The upcoming or future mints safes actually put out
An update so that this mint is happening on february 1st
I definitely have been hearing a ton about it. You were talking about it yesterday as well. Uh, they put out
Kind of an I don't want to call it an announcement of announcement. It is a road map
So for those of you looking for roadmaps here it is
Uh, but basically phase one mint your sape
87s dao monkey house launch and redacted
My d gen brain tells me redacted is probably token. I might be wrong
I might not and phase three say summer begins and there's also a bread logo. So
Yeah, trying to get on saps if you can is probably a good move
I think this one is super hyped biggie. If you guys have any thoughts here on saps
Yeah, i'm stoked on it man
You know me i'm i'm playing either for the infrastructure play did a pump fake there
Oh, I can't hear him i'm rugged
Get out of the coffin bro
I I you know if it's not an infra play I really dig the ideo or launch pad platform that will give you again access to
More projects, right? It's it's kind of like the weebo model
Um, it's just printing for you. You don't really have to do much. It just suits my style here
You often find people that are trying to do the same thing in those groups so that I agree with you though those can be
The groups that you want to take hold of I do want to maybe get to some discords that you're in
Maybe information hubs or ways you can network or folks in the audience can network
We'll get to that in just a moment because there's a ton right now that you should be getting into
Here, uh, if you're just getting into say or maybe if you've been around and you're just not in that discord
Definitely want to be able to hit it
All right gif i'm still trying to share out the episode as best I can if y'all can hit
The gif the bubble here at the bottom right with anything again. We're trying to do whitelist giveaways
Some different things to provide value back to y'all but right now no giveaways on today's episode
But if you guys can hit that speech bubble and just reply with anything
You can reply with a gm. You can reply with a gif. You can reply with whatever
Uh, it it definitely helps the show and and it get out to the masses of people
So I appreciate y'all for that. All right gift that are you on rug, sir?
I don't know. Maybe there you go trying to be
Yeah, well the whole redacted thing you just jump into the conclusion. That's a token. I think is exactly what they want
So you're playing into their hands
Oh god, am I am I falling into like a safe trap or something?
Is that is that a bad thing? I don't know if that's a bad thing, man
As long as I can get on this whitelist i'll fall into whatever trap they want
Huh. All right guys, this is say what in the morning we host these 11 a.m. Eastern
Here every single day monday through friday. I'm trying to get you all the best information
Possible that's that's happening on this network and it's increasingly difficult
We've seen a ton of activity and a ton of growth everybody that's been here for even a month
Can see the pace at which this is happening and liquidity is entering the industry yaka finance
We covered earlier in the show. That was a super big moment. In my opinion. You can't understate how big that was
And I think let me even just update this because the volume is going up by the freaking minute
Oh, come on pallet. Don't do this to me
Uh 640 000 say total volume which easily puts it in the I mean it passed outlines
Uh, it's it's over saying by cult
It's it's over a ton of different projects that we've talked about here for even a month's time
So you can see the the amount of interest in liquidity is picking up that will only I think continue
Not only on the nfp side right q i'm seeing it happen on the d5 side like some of the channels
That are more dedicated to finance are starting to talk about it and look over there. So
It's very good. Were you on the call to to biggie's point?
Were you on the call or the space the other day or yesterday night?
With beanie, like you said he was on stage and in talking about it too
But was it leaps twitter space? Is that what i'm trying to put down affirmative?
Was there anything to take away from that
Beanie is investing heavily in say network
And different different products. It sounds like he's investing specifically in marketplaces including
He's in the seed round on palette
But yeah, I mean he was up there saying the same shit that we've been saying since before he jumped on the bandwagon
And that's just that, you know, there's a lot of opportunity on these emerging chains and uh, but yeah beanie's uh investing
Pretty heavily in say is what it sounds like
I'll give my guy some credit. He I think he was here potentially before us
I mean he brought a wave of folks in for a lot of his tweets. I think in december
Uh, maybe I think it was december time frame. He was really getting a ton of interest on his posts
uh to that point give when you're talking about
Palette I want to bring this question up and if y'all have any takes in the audience
I would love for y'all to hop up here and discuss this but mateo
Who's a I need to see what his role exactly is again. I have a tough time
transitioning from my phone to
The desktop to try and share this but mateo is basically saying two things we need a sap
In the say ecosystem in order to really take off in terms of ui ux
You guys have any guesses on on what he might say next
It's basically an upgrade over certain things
I mean definitely better marketplaces wallet exploration stuff like that. And the other one is a better defy trading
I think you I mean you got one I set you up for one
So what he said one decent nft marketplace, which will be market exchange. So he's shilling
Product here that might come out in february and then he said one decent wallet
Which will be rabi one savy two is out then that's kind of the question. I want to have I mean my experience on compass
Has been pretty solid. I haven't had any complaints. I mean there's been
I guess some issues with lagginess, but otherwise I mean
Is there have you guys had a complaint on on compass because mateo's saying here we need
A a competitor for per palette and we need a competitor for what's been the most popular wallet, which is compass
Seems like mateo might have uh missed out on some white lips while he was trying to make got frustrated
We've all been there right? Yeah, we've we've all been there
All right. I mean I I think these this the market exchange. So it's at market exchange mrk
That sayans is building they've been touting this as like a tensor blur
The palette exchange open sea so that that comparison if that kind of clicks with you but
I think saying one sayans are incredibly undervalued if market exchange actually becomes a you know
functioning and lively nft marketplace sayans right now are are just undervalued in my opinion
Um, I I would like to see with a v2 upgrade
Is I what rabi potentially looks like?
I know marty's down there and has been shilling us on rabi for a long time. They just came out with their points
I mean, maybe that's a maybe that's an interesting
I didn't you unmuted. Did you have some
I was just gonna say points points. We need points points. We need points. All right, carry ross
Knocks darkness across the say j roll spider e
Baka becca becca becca. Thank you so much for tuning in here and also replying there in
The replies of the episode. It definitely helps get as many people here as possible. I see a lot of dope pfp's by the way
I see the dobs. I see satoshis there
What else do I got? Do I see?
I see stoics just a just a wide breadth of of individuals here. I see
Sensei's okay. All right, we're looking good. I appreciate y'all tuning in to say what in the morning here
I'm just getting the ball rolling here. We're actually halfway through the show
Uh and able to kind of bring you the latest here on on what's happening with say we've covered the past mints
I don't think there's much on the the hyped mint that's going to surpass
Yaka for maybe a couple weeks, but we do see a ton coming here
In the next few days. So say avatars is probably one you wanted to check out
I want to give a quick shout out to
Um, i'm yeah, dr. Mills who's been posting here. I actually
Asked him to see if he would want to come up on stage
Here and join us but he put out a dope post here that i'll try to get
Posted up here in the xbox for you guys
But talking about under the radar projects that are starting to come out. He mentioned a couple that i'll
Posted and then we can go through it
Uh, as far as what's coming up, but say avatars is on 31st
And then we can go through some of these that are that are mentioned here
Uh his his post, uh quantum variant. Welcome to the stage. Good to have you sir. Happy daub day if you celebrate
But I did it I think uh gift was in that room. I think some of us were in the leap, uh beanie room
It was interesting. I mean beanie is beanie, right? I don't think he's wrong a lot of the times but I do think
But I don't think he's fundamentally always right
You know a caller of that royalties is bullshit and they need to go to zero
And so i'm surprised of how much that he's pushing, you know
That maybe that's not his alpha to be
That there needs to be a marketplace that strips royalties out of these projects
Because a lot of these projects are, you know, five ten, you know nine percent royalties
Which he feels is always extractive
And he feels like that's why blur and that's the thing that made
You know nfts take off and the ability of the traders to not take a you know be taxed
via the platform and then the artist to be able to move these projects, so i'm wondering
If he's so big on say if that's his ultimate play is
Uh to remove royalties which removes barriers man
That what we've seen up to this point is like this hyper
Time like sped up timeline of growth where we've seen basically
What's happened on eath in a very short amount?
And one of the things like you're saying is that royalties went away and if we see that
So quickly here where the nft
Ecosystem has exploded in basically a month and a half's time. Some could even claim a month
I mean we were sitting here looking at palette. There was four six projects maybe on palette
To see if royalties go away within the next month
That would I wouldn't be surprised quantum because I feel like that's almost continuing the trend of copying
Exactly the timeline with eath
But that that would be tough man. So maybe a market exchange maybe what sayans is building
And and does become that blur ecosystem that basically uh kind of reduces royalties
But that would that would be tough man because I think a lot of people are building right now
With the intention of saying hey, we can maybe set something at like five percent royalties two percent royalties
Although I think it's I think five percent is basically the average
For uh people that set a mint price, but yeah, man, but most of these are also like
You know, like you said we're definitely on the hyper train of how fast this is moving, right?
Free mints are kind of the norm white lists are are definitely the norm
So you it's feeding everybody back into you know
The top four or five projects that you can get white listed on and then you know
And then they immediately dump on the community, right?
Like I don't think we're also seeing that this is also
Extractive to the community because people get white lists they immediately dump it for 10x
On the community people hype in because it's going up 10x and then they immediately like they're flipping it on each other
Um, you know i've been trying to watch the activity and you see
You know people buying because you could do the whole you can add it to cart
So you can buy 10 at a time and then make one transaction, which is great good feature
Um, but you'll be seeing you know while it's buying up 10 or 15 at the floor and then dumping them right back at
You know even only a small percentage higher, uh, and just kind of rotating it
I know that there's a few projects that actually are building something inside outside of just being an nft project
But most of the projects seem to be going that route
And so i'm wondering that's when it's that type of uh churn
It feels like royalties are at risk because then there's no reason to have them because they're just in there to be churn
Yeah, i'm interested in the parallel here with salana. So we we know that's a comparison when it comes to
I would say definitely a more mature nft marketplace, but does salana actively?
Have royalties for those collections or is it completely zero on magic eden right now?
Because I i'm assuming like magic eden's made this crazy flip-flop, right?
They they're the ones that initially started that royalties debate
Introducing that zero percent royalties and and the gift calls it the race to zero on those on in that feature
But i'm interested in salana right now. Is there royalties for those collections that are being traded there?
I could check i'm just asking if we know
Here's the thing right when when it this is just my perspective and I think you know
Some of what beanie's perspective is and again like he's a market person. He he believes that the market always is right and and
Everything flows to where the water is continue, but salana does have five percent royalties on some of these top collections
So in eath days we had royalties and we had gas
Right once you moved away from royalties, right?
Then the market exploded on eath, you know in trader wise
But then they moved to salana because their gas was now because they were spending gas on eath
Even if they weren't paying it in royalties, they were paying it in gas to a certain degree
um now there's you know, uh
Salana is no gas and they can they can deal with royalties because it's a smaller percentage of your total costs
And I don't know if say is cheaper than and you know and faster
I know it touts itself as being cheaper and faster than than soul
Um, but it doesn't have the the high liquidity
Um, so I just think it's just one of these things. These are dominos to fall
Um where we need to kind of find some balance, but this is too hyper to find balance so early. Yeah
And it's interesting too because everybody at least the market builders and people that have been here
Can point to it and say hey, maybe we shouldn't do this
Like you didn't have anything to point to in the environment when royalties went away the first time
But now everyone's kind of said
Okay, maybe we can start this ecosystem. Maybe we can push back having gone through the experience on eath
I don't think we had that opportunity last cycle
Whether we do that who knows it feels like you know, me and biggie poppins usually are touting kind of that free market
Environment where businesses are going to try to build and see what happens
So it's a really fascinating discussion on whether we see royalties go out of the door so quickly
When essentially they've been brought back because royalties still don't exist over on eath
If you I mean a majority of trading volumes happening on blur you can set that to
A non five percent royalty. I think you pay like a
Take like fee and I believe that goes to blur
Or maybe it's a set feature for just that that that's like as max that they can set it to for folks
But yeah, man, it's it's a fascinating discussion great great great point
I don't know if sayans is going to come out of the gate with that
It would be great to talk with one of their builders one of their founders and say hey
Look, you guys are building this. What's the intention with royalties?
I'll also i'll throw this your way quantum if a team comes out and does a freemen
Which I I don't like this model where you do a freemen and then you charge 10 royalties. I think on the back end
Even though it feels like you're not being extractive up front
It feels like it's that people will get uh by that initial sale like you could even
Make the argument that that's not extractive
You're just trying to build something
But this idea that oh we're gonna do a freemen for the community and then 10 royalties here on out feels even more extractive to me
Then just doing an initial sale up front and then having it set at five or even lower or something like that
Yeah, yeah, it feels like um
You know the way uh internet companies grew so fast in the early days, right?
They grew on the backs that they weren't going to make a dollar and they were just going to keep being getting funding from
You know large companies and undercut everybody right back in the early amazon days or you know, uh,
You know, so Siberian outposts and and those type of days like they were just shooting for market share growth
Like growth growth growth. That's the only that's the number one
Uh thing to you know, blow up this market right uber, you know airbnb
They they all built on growth and then they'll figure out how to make money
You know profit in the long run and that feels like we're in that early stage like it's all about growth and some of these projects
You know because it's so easy to to build a project really
Uh, you know, you can get an artist and uh fiverr or whatever and put out something and make it free
And then you just kind of see how much you can collect from that growth and maybe you build something. Maybe you don't
Um, like I said, I think there's like five or six, you know decent, you know builders
On they say ecosystem currently in the nft side
But I think a lot of the other ones are are
Distractions and I think that'll show up really quick. Like I think the market's just where to
We have experience now, right?
This isn't new people trading for the first time nfts like it was in 2021, right?
We had no experience trading on that scale
Um, this is these are experienced people now just taking advantage of a new hot, uh, you know marketplace and
I think they're way more intelligent and they'll see these scams coming and I think in a few weeks
You're not going to see these as easily
All right, great points all around guys. This is say what in the morning
I've just been sharing out the link as well in all the discourse. I appreciate everybody that's commenting there
There in the reply box and getting as many folks as we can in here. We host these every day 11 a.m
Eastern i'm nifty q and I have some awesome co-hosts up here
That helped me host these and get you all the information and talk about some dope topics
I mean that was a fantastic one we had right there
I do want to hop into the latest piece. I have up in the xbox or at least the second over
Uh, that's going to be dr. Mills. Again. I did post that I would love to have him in here
But we'll see if we can anyways, he's talking about some upcoming projects. Okay, so this is not today
This is uh, either, you know tomorrow
The first whitelist marketplace for holders on say where you can engage to earn so that again
I'm reading directly from his post there
Uh, you can go up there kind of follow these projects because uh, the council say is another one
It looks it looks like it has kind of a dao out of the box
Uh ecosystem there, uh, that is almost the product, uh that they're kind of leaning into so that's an interesting one
Say avatar is fully animated collection
Uh, looks like the supply is going to be five five five five
There, uh, so the pixel art is going to be animated as well
Um, it's I guess mills is saying they're not your traditional project with a roadmap, but instead branding ip and community
So they're going to go the vibes route. It feels like and then he's got four more
Uh mentioned there grapes say station which i'm i'm interested in the station art here
Uh, you also have clucky's nft and sunk's
Really all of these I believe are TBD
The only one that is on this list that is is upcoming pretty heavily right now is going to be
Say avatars and saps which happen in consecutive days. So avatars is tomorrow
Sapes is going to be the next day on february 1st
And we're tracking all of these and and hoping to be a part of a man again
We we did not get on the yaka finance, uh, the yaka voyagers here and their whitelist. It's been fun tracking
That success and and that's going to have some spillover effect into the rest of the collections
But uh biggie gif quantum. Are you guys tracking any other projects other than the ones we mentioned?
I know there's several that that i've joined in the discord other than these as well
Um, some of these are going to be smaller groups. They're they're going to be you know, kind of
Extremely low supply. I don't want to call them say opal type communities, but almost like that
But some of these are kind of shooting for the the retail, you know, 5000 collection as well
So i'll open the floor up also if you're up in the chat or you're down
There in the audience and you want to come up here and and hop up on stage and talk say with us feel free
I know there's a lot of really cool awesome individuals some big brains in the chat. So I appreciate it
All right. I'm opening the floor. What do you guys got?
Um, i'm interested in this say
For the mint today, uh, we'll see if I manage I I have a whitelist you
It's just a matter of will I be able to mint because it's happened to me before
And I think that's why material is so frustrated with
Maybe blaming wallets for this reason, right?
Um, this is it because uh from what?
Uh from the limited amount of due diligence i'm able to do while i'm traveling
Seems like they're looking to build an artist platform and you know how bold it is
I am on that and I like the idea of
From other things, right?
And so I think this is going to be a great opportunity to to to expose
More artists and maybe bring artists from other teams over to say to start
Putting up their artwork here too, which I think could be great for the ecosystem
Yeah, I agree with that completely we were we were actually talking with a few artists who have mints this week as well sold one
Uh 11 11 alive by simply is coming out soon as well
Uh, all right quantum gift you guys got any
Any pieces of information what you're looking at? I mean, it doesn't have to be a specific project
I know quantum you're saying you're you're tracking these price movements on these launches anything
You could kind of bring to the table, uh or or what you've been looking at feel free to drop it
So you guys could fight it out and again open invitation anybody in the audience. So what's the talk say?
Played around and got into uh a little bit of uh crypto guard alliance
I saw them kind of like just jumping around and I looked into them and I was like, oh they're kind of cute they kind of
You know, uh, and they they're trying to do something for like, you know, uh crypto kind of security on the say side
So, uh, I bought three sold two at at like a two ethics
You know because they were moving that fast and and then put one at like a a 20x
Uh to see like how long and just kind of hold one to see
You know what the community builds like i'm looking at like because I didn't put a lot into say to begin with so
I'm not playing in the big boys club yet
Um, but i'm looking at some of the smaller ones that might have uh, that might moon or might move around so
Those have kind of been interesting
Appreciate that insight. What's keeping you from hopping in man. The water's warm. I want more liquidity in this space
I'm not telling you to buy my bags quantum, but I think it's it's still a good time nfa
Yeah, yeah, I mean I feel like um
i've always done well where I waited a little bit and I feel like uh, you know, and then
There's always an opportunity that comes up that you're just not aware of or that
You know you pay attention to and the market doesn't pay super attention to
um, and then you get it you get in at the right time, so
I still think I just didn't put a lot of liquidity across the board into this because most of my liquidities are my
Cold wallets. I didn't move that. Uh, I moved some stuff from my hot wallets all around to get in
So we'll see we'll see we'll say we'll say
Well, you've got the puns down man gif. You got anything?
All right, love it. Uh, dragon swap had an announcement here
Uh, they said team feeling a little dragony, I guess close beta sign up dropping in the discord tomorrow
So it looks like there's some elements that are happening over there, uh within dragon swap. I would definitely check that out
I know there was a say swap that launched recently. I need to dive in and see how legitimate that project is but
For all accounts people are thinking that dragon swap is going to be one of the more used x's on the chain
I've got that up there in the xbox. Also, uh moonlit. Who's another individual that's been following?
In providing some analytics and some some research here saying say nft's in the past 30 days 12 million volume
153k and nft sales 25 000 unique buyers
And mentioning why potentially that could be happening
Uh, that's I mean the users are are good, right the in in one month. I would love to see the users on the
That volume and it's one of the reasons why we we say, you know tongue-in-cheek
We're still early. All right, because 12 million dollars in volume. I think there's some projects on eth that do more
Like the top like I would love to see like what pudgy volume is today. Let me go try and check that out
But that's definitely one of the reasons why a lot of us are still bullish is because there's all this interest and
The amount of of liquidity here still is is is fairly low
All right. So the one day volume on pudgy's if I can do the calculation here live
so almost three million dollars
Uh, so that would probably so it's basically outdoing say in in a week's time, uh what we did
Here within the industry. That's not even counting. Of course the little pudgy's we can't leave them out
But yeah, really cool to see
All right. I got a couple others here. I do need to
remove the web3 account at
1150 so in like five minutes i'll hop out of the web3 account i'll still be talking from the niftyq profile
so my personal profile, but we do have gm web3 right after this gift ed hosts a
I I feel like it's almost like I I want to keep saying it's like more of a multi-chain show
Uh, I don't know if that rolls off the tongue, uh, but he's covering the entirety of the space, uh over there along
With myself and a few other individuals who are just kind of getting after it, you know covering eth covering solana
Uh covering what's happening on base and say so we'll be doing that here in just a moment
So i'm gonna hop out appreciate y'all stopping by today. Uh cappies
Had a status update. I think llama also, so I believe it's nft llama changed his pfp
To a cappies and then i'm also going to share the post up top
The cappies latest post basically after six credit card declines. Cappies are officially the fattest verified organization on x
Uh, you can see their their post up there with the two cappies. It looks like their organization got verified
I mean other than yaka, I think cappies is probably going to be
Uh sale let's see what even let's see what yaka raised here. I think let's 120
What was the total supply on on yaka's was it four?
Is it like 44 oh 2k jesus, uh, all right 2k supply
So 240 000 say I know say was pumping today as well. So it's getting close to that dollar mark. It's still around
Uh 75 cents. So yeah, I mean if you're you're talking 180 000
I think cappies is trying to 10 x that the last we heard they were trying to raise
Uh, so we'll see what when the details kind of launched there, but cappies is is one of the more exciting projects
I think the team is coming over from salana or previously has built some products on salon
We need to dive in and would love to have them on the show
So i'll open this up one last time if you're in the audience
You want to talk say with us any questions comments projects that you're interested in man. We'd love to have you
I've got some awesome co-hosts up here that we and we've been diving deep into the ecosystem for the last month and a half
Uh, so just excited to to see the growth biggie
Probably mentioned this and I think quantum also hit me with potentially what he's looking at and what he's looking to do
Within you know how he's playing it basically biggie
Do you have kind of a a wrap-up or a summary of how you're looking at the ecosystem?
And and where you're placing your bets
Yeah, man, uh, not much has changed since we spoke yesterday, but it's pretty much uh, you know infra
Projects other than that. I am keeping tabs on a couple of dgen, you know
mean coin plays here and there obviously th says one that we've
Had on the show and talked about I think as this ecosystem
Ramps up you'll see more of these, uh opportunities pop up but primarily for me i'm just sitting cozy
Trying to stack up what I believe is going to be like the top four
Five projects and you know, i'll go a little bit more fringe there in case some of these fall off and the the ones that
I think have potential to come up
Uh, you know will be able to compete but other than that man. I I feel good
I I feel good about the way i'm playing the ecosystem. I think like when you're in a
Wearing a chain that's this new and it's attracting so many eyes and ears
Uh, I don't want to say there's you can't go wrong, right?
But if you do pay attention to the key opinion leaders and the people that are building there
There's just a lot of opportunity that I think will perform well in the next few months
I love that breakdown quantum or give if you have anything definitely hop in here
I I think you're you're spot on with you really can't go wrong
Uh, I was lamenting yesterday that you know bass was another one that i've been looking at
And just like placing little bets or you know, pretty
Medium-sized bets on some of the early stuff over there
Uh, I sold too early on one of my meme coins over there on base
But even just being you know
Just kind of spreading out and and seeing what projects you think will be here long term. I don't think that's a bad play
So something like an outlines to me
stands out a little bit in the in the current market when you're sitting at like 115 say
I think it got to I think it's at 145 now
I mean, it's one of the first art focus projects. I know people I
Surprised were split on the art when it first revealed. I like it. I know you guys said that you also like
But sitting at 145 say it's tough for me to say hey
Look, I mean like as more people get into this and the provenance it has
That stacking something like an outlines
Or a couple of these other ones that aren't those premier projects but have a lower supply. I still think that's the play man
I I really do. I know everybody's chasing
The the mints if you if you can get into the white list for these a lot of these mints
It's the play but if you don't have access
I still think there's some that you can be stacking up here and over the course of you in a couple days
Maybe a week or if your time frames are longer you you'll do extremely well
So I know I put some hoping yeah, it's like dca into these projects, right? They're so low
Uh, and I understand like when you go to say eventually you just start seeing the amount of say you're spending on these projects
But again, just remind yourself
Where you came from and and what those projects are doing on these other chains and I think it's you know
You don't need to de-gen wholly into it
But it's very easy to just stack up with the projects that you're you believe in. I agree here
All right. I'm gonna have to hop off of the web3 account really quick. It should be a pretty seamless transition
But yeah gift ed has gm web3 here in just a moment. I'll actually go over there
And share that to the space again, that's going to be more multi-chain. It's going to be more
Uh full industry coverage and then we jump into our youtube show at 1 p.m
Eastern so we go back to back to back every single freaking day. I think fridays
We don't do gm web3, but otherwise we are just full tilt and just getting after it. So I appreciate you guys's support
However, you can offer it. It means a ton
So yeah hit that it's it's in the xbox y'all that's where we're going in a second
But dude the outlines thesis to me is super obvious and clear
If you go look on palette at all these collections there as far as I can tell
There's not a single other
Pfp, they're like almost all pixel art or just you know cartoon illustrations
This is like the first legit artist
On say as far as I can tell
And it's it's pretty awesome. It's got a really legit team and it's had a very successful launch
So I like to me that feels like a very obvious
Thesis for why that project matters
The one thing i'm paying attention to
That uh kind of came up I think in your guy's discussion yesterday, um is
Which is part of uh of uh biggies naked yeti's uh dobs
They're like I think if anybody in the audience is thinking about like doing a product, you know
I've been asking about like a project
Something manifold or nifty kit like to be for artists to be able to drop on say
um and you know kind of be early in that network because I do think it needs like
Actual artists, you know and and art projects based just on the art
um, but they're doing they're incubating projects on the say blockchain and they seem to be they
They seem to have a really strong team. I think that that next project they're going to drop is going to be really interesting with that. Uh
Connected to the hash all that stuff
I think that's going to be really kind of fascinating to see that come on on the blockchain and I and i'm excited to see
You know what they build and maybe they'll build something where we can make it easier for us to get on
It's funny because for the longest time we've been covering the industry for for a long while
The success of certain chains has been at the core of a lot of conversations and we always lean on specialization
Oh, this chain needs to do gaming or this chain needs to do art
But what we've seen from some of the most successful chains the ones that really cross the chasm is this
ability to do all of these things
Which is why I think the yaka finance piece was so big because when when I look at and I talk to people that are
That are building over on flow or are now kind of helping with that ecosystem
So flow and a couple of these other maybe wax is a great example. These are all
These are all chains that try to specialize
And they didn't hit the defi side and or they didn't hit these this side correctly
And so when you have like a flourishing ecosystem like what you have with eth or what you had
With salona where defi already existed right where you you can do both of these things. They often work synergistically as opposed to
specializing so I I know we talked about this yesterday and i'm
It's been really cool being in the say ecosystem because you can see these things and start to formalize
It feels like in order to have a really successful chain
Which I think say is trying to do you have to have a really awesome defi community
You can't do it alone and just say hey, we're just going to have an nft side
And so when I and even within that it would be awesome to have a flourishing art community
And I hope that that starts to like you guys are saying starts to pick up because all of these things work together
And and we think of like they they're they're separate. They're not
You know salon has really been successful because they've had a really awesome defi
Ecosystem inside of that blockchain, so I know that was kind of a tangent
But it's it's kind of how i've been thinking about this stuff quantum
The more i've been getting involved in say and seeing the ingredients needed
Where I think again chains like flow did not
Foster a great defi ecosystem and now we're sitting here wondering why didn't things take off over there?
Same thing for polygon same thing for wax and I think what you need is is both
And that's what i'm seeing on say right now is there's both
Uh, or at least the the rumblings of that and I hope it continues
Yeah, and then there's blockchains that I think blockchains that especially layer ones that have
Inherent utility that doesn't necessarily require defi or marketplaces would be like rweave and filecoin and and render
Right there. They they do a specific test. That's all they do. They don't want nfts. They don't want defi
right, they have a token and they have an ecosystem that is
Is a stacking on top of other blockchains, right? You can you can use rweave and drop something on eth
You can use rweave and drop something on bitcoin on say right? It's a storage system solution. And I think those type of
cryptos work really well, and I think we'll have legs in this space and I think
You know layer ones are going to just compete
Just the same way that layer two is, you know, a quote unquote competing against each other
I think layer one is going to compete and the one that that takes it all that does it all
Uh really well, uh, you know can get a head start
I think that's why salana, you know kind of took the roadmap of eth and just said we're gonna do it and do it better
And faster and cheaper. Um, and now say he's doing the same thing. I think that's a really smart way
Love that breakdown quantum and I appreciate you joining me up here, sir canoe. I was trying to get you up
To talk, uh all things say I saw you were a naked dob and I just said hey
We need we need this man on stage. Uh, but guys we do have to wrap up here
We have gm1 three starting, uh right now and then nft live after that
I appreciate y'all tuning in to say what in the morning. This is only episode six
So we've been doing this for a calendar seven days
I'm excited to see the growth not only within say but but within the say ecosystem. Don't tell me about yaka finance
I don't need to know. I did not get a white list
So I appreciate it if you guys don't dm me about how how awesome it's been although i'm super stoked for all of you
If you did get into that white list
So I appreciate all the support and you guys have been amazing all the way through as we kind of work our way
Onto the network and figure out what we're all doing here. But yeah every day 11 a.m. Eastern, uh, we will be here. So we'll be
Kicking this stuff, uh here tomorrow as well. Come and chat
Uh, come and kick it with us. Thank you guys. All right. Bye. Bye. Try it