okay good morning everybody
interesting market here obviously it's a big bump coming in from China
there's a lot to go over this morning
things are happening what's up Nate
so will I'm yes though God
your sound your sound just went a little weird right there I don't know the first
second and then it went weird okay I think that's better nice yeah man I was
gonna say yesterday got open those a palantir 1850 calls and still watching
those looking like we're off to a good start but yeah very interesting just kind
of looking across the sectors wondering if semiconductors are gonna keep this
rip running looks like it's you know we stall that a little bit yesterday but
potentially just put you know kind of taking some profits and ready to move
higher so watching the semis to lead the way also looking at big tech wondering
what we're gonna see there I know a little bit of pullback yesterday and a
few names but I'm super interested in Google as well I think you might have
mentioned Google is on your list too and so trying to see you if they give us
some direction for the day and then energy is just a sector I think we could be
seeing some names waking up so watching Occidental petroleum OXY for sure and a
few other names just to see if they're gonna actually catch a bit here and
start recovering some of these recent losses so energy could be you know kind
of interesting yeah outside of that man just gonna see what we got going on with
spy I haven't got my morning levels set just yet but I'm about to get that
rolling to see here you pull this up real quick yeah so you know we I don't
know why they're reversal but it's a nice push initially and then basically a
big a big tweezer candle top at the right around 48450 so I'm wondering if
that is going to be you know key level to be watching this morning see if we get
back above it or if that's gonna be you know level we test and reject off of
for spy and yeah kind of see how things play out yesterday was a good day
overall so hoping to repeat that again how about you you watching anything in
particular this morning yeah Baba is the big watch this morning did you see the
news with oh man oh no he's buying shares or is there something else so this said
that Jack Ma what's it called he he bought a massive amount apparently they
released this past quarter of Alibaba so last night so China announced that they
are planning a stock market rescue package backed by 278 billion dollars
that was announced last night this is apparently stuff that you usually see
kind of near the bottom where this was from Bloomberg they said Singapore
hedge fund Asia Genesis asset management PT is closing its macro fund after
suffering an unprecedented drawdown following China stock market route at
Japan's rally so they are getting a little bit interested there I saw yeah
so the number with Jack Ma was actually surprisingly large I got an alert on
this yeah Jack Ma reportedly bought 50 million dollars of Alibaba stock in q4
and so that was definitely some big news so Baba popped really hard this morning
it is now up six point zero eight percent in pre-market here at the
moment and then if you look at the rest of China you can see that it's up I've
been talking about the yang index every day down nine point five percent in
pre-market here today so that's definitely caused a bit of a jolt on
some of the things that I'm watching PayPal we talked about that today it's
about point eight nine percent at the moment Celsius up about point seven
thirty percent I see more green than I see red right now kind of looking through
this ecosystem but the one big down Bitcoin Bitcoin's down to 38 5 just
continues to fall reminder not too long ago just a couple weeks Bitcoin was at
49 K very briefly it is down over ten thousand dollars a coin in just about
two weeks so pretty crazy see that type of move yeah man I've been watching you
know you may treat marathon digital and Mara's just been dropping and it it got
kind of like is trying to hold up at its anchored view up but it rejected and I
think we're gonna continue it looks like it's down over 4% pre-market so yeah but
I'm with you as far as looking at some names I want to see if upstart can
continue it's right ahead a nice day yesterday as well and so far actually had
a huge day and it looks like it's continuing it's upswing so a couple
other interesting names there that'll be watching oh and you know you mentioned
the names out China Neo I've been watching that six dollars just to see if
it would you know actually fail there or catch a bid and it looks like it was
trying to hold up and with this news it's all the way up to looks like almost
640 pre-market so real nice moving you know wonder how that's gonna if that news
will impact Tesla at all looks like it's yeah I will be watching
neo calls off the open good morning to the rest of the panel hey Kim what's
going on what are you watching good morning well I was just looking at
Baba like you said so yeah that's up it's someone had posted I think it was blue
I don't know if you guys follow him blue moon trades but he had posted a couple
days ago that there was a lot of call flow activity on Baba so that's
definitely interesting I might try to trade that one but watching the yields
here they are took kind of a big leg up today wow when that Russell moves it
moves fast up I mean it popped out of like what was it 1920 or something and
is I know it I think it's gotten lower than that and it's all the way I'm
looking at the futures but is that 2015 so that was a big move in just a couple
of days I yeah so that's just kind of what I'm watching right at the moment
and then PayPal I own that one so hope that gets a nice momentum under and I
think there's a lot of call flow activity on that one as well besides us
just talking about it has a lot of call flow it definitely does a lot of
interest in PayPal here PayPal and Baba been heavy on my radar I've added to
both those just comments this year but Baba I had added another 50% to my
position yesterday so could call it good timing I have a question I thought that
Jack like Jack mob bot chairs I thought like where is he yeah he's hidden in a
bunker somewhere and so he's being forced to buy these shares I guess so
that the government was like if you don't buy these shares our stock market
is gonna cry I mean it's so weird it didn't he come out of hiding though or
he like reappeared like six months ago or a few months ago no I haven't heard
as anybody else it's just I thought he was like back in the I mean you know
there's the debate whether it's actually him but no I'm just kidding but
I think he was like he would he had disappeared and then he was back kind of
in the spotlight again maybe he's an AI you know like listen he's doing something
what are you watching Alex you know today I mean dude you know I've been
watching for pullbacks on on the indices but today I'm watching Tesla so I had I
had weekly demand down around 210 which we touched last week and actually closed
above I think it was 210 was the level so anyways we're hovering right here you
know right now obviously we popped back up from kind of the dip end of day
yesterday so I'm looking to see if it holds you know if it gets below like 209
or 208 50 that'll be a little or what is it 208 27 you know that'll I'll I
probably won't go long yet but I am looking at longs because I could see it
push up to 216 217 I'll probably take off most profits there but but I like the
play it's zone to zone so I have a zone here as well besides the weekly just one
of my zones that I do off the four-hour basically from like 209 to 211 up to
that's the first zone and the second one is 216 to 217 40 so you can see
we've kind of bounced like even yesterday we're up from Friday to
yesterday you know we kind of tagged that zone below pushed up and then
obviously dropped right in the morning right back down so I you know I don't
know if it's gonna ping-pong like this so that's what I'm watching right now I
am watching ES if we came down we actually did come down and watching up
48 80 if we can come down and touch 48 80 and hold I might look for longs on
a couple things you know based off of that as well the NASDAQ I'm not as
excited about I don't like that it broke what was it was 17 basically 17 450 on
the NQ yesterday right we had a couple a couple hourly we had an hourly close
below that then we pushed back up so kind of watching that that 17 450 460
area maybe a support if that holds and maybe I'll take some longs off of that
I'm just it doesn't look as nice as like yes does but I am looking for deeper
pullbacks I mean after last week man it's like you know you don't have to give
your money away it was it was such a big week big end to the week you know I
could see I mean you have the 90 ma on the daily on ES all the way down just
under like 48 40 48 36 I think is where it's sitting so I mean you know we're
we're extended quite a bit but we'll see I don't know you know I'm not not bearish
really I just trying to look at some stocks that Baba pushes was nice was
pretty insane oh I like Amazon too maybe if you know if Amazon could get
another pop pop back up to like 157 that could be a nice quick little play
we're sitting right around 155 right now so and Apple looks like it wants to
push so yeah I'm probably gonna focus on Tesla it'll probably be quick if it
does happen so we'll go from there good to see you guys good to talk to
everybody I was out always good to have you on yeah man I was out last week for
the most part so good to be back no worries man good to have you what's up
Casey good morning good morning how you doing good man what's going on I'm just
scrolling through the charts right now just looking at things that are
showing any kind of signs of relative strength or weakness the two things
standing out to me right now relative strength is IWM it is up almost a
percent this morning it's above 197 198 which is big in my opinion it should go
test 200 downside right now is Microsoft if you're not looking at
Microsoft chart right now you might want to pull it up Microsoft just sold
off about a dollar about over $2 now close to two bucks I believe so it's
one of the only red names that I'm seeing I'm seeing a lot of green but
Microsoft's the only red so IWM for upside Microsoft downside are gonna be my
top watch this morning sounds good sounds good what about you shark what's going
on wolf how's everybody doing good morning morning morning yeah obviously goes
without saying we're looking at some of that China strength you know honestly I
don't enjoy trading them that much it's sometimes a liquidity and then can be a
little bit iffy from the day trade perspective but Baba usually can be okay
but some of the other names like PDD and and things like that can can be a
little bit troublesome neo though I heard you mentioned that one's usually
pretty liquid so that would be interesting I do have around that same
support level or demand level I should say that Alex was talking about with
Tesla so I'll be watching that as well gonna see how it reacts as a tank out
down here and of course IWM as Kim mentioned with the strength if we've got
a good market that's actually trending you know cuz right now ES and then in
Q or spire QQ Q basically have been in this range after the big run so if IWM
take the range and give us a clean trend I'm looking to trade that I don't want
to trade the consolidation shop so I'm taking well I'm giving it one minute
but I'm very much looking at the spirit eight and a half dollar call
Mike yeah and Tesla 215s good morning everyone yes sir
K web $25 calls up 90% are you doing I'm doing good baby let's go baby I
appreciate that Mikey you're very welcome Tesla and Apple getting nice
pushes Tesla 217.50 call yeah I'm in the 215 let's go baby let's let's get to
that 217.50 mark for me but I'm taking the save eight and a half dollar call
let's see what they can do here we did I'm gonna keep we did save twelve and a
half dollar swings for February I think it was geez and video is coming down
pretty good I'm gonna see if it bounces here if it's gonna drop that could be a
decent short but just intraday but it is see if it bounces here at two or
five ninety-one keep an eye on those semis too because they really were what
was driving that big market push on Friday so absolutely left if they all
right left we gotta pay attention to that yep yeah when we're looking looking
rough on Nvidia here but see I mean I could slide back to like 580 or 585
even pretty quick so 583 sevens watch PLTR downside PLTR cues are selling off
pretty aggressively right now AMD AMD 162.5 put
all right I sold save 10% man this thing could really go today Dave Davey day
traders on on live just pumping but I am out for the moment K web up a hundred
percent in our $25 swings for mid-february oh shit I got runners let
me go check yo look at what new is doing oh yes sir Mikey I miss neo I
you up eleven and a half percent what's Tesla to 1260 Baba like expat here Baba
or $70 call swings are in the money up 392% I'm taking exp of $11 calls as a
high-risk sympathy to neo fantastic call on Baba Mike thank you thank you these
are a lot is they're pretty cheap man tech's really getting we got a tutor
turnaround Tuesday coming in here I hope so I want to see downside on spy
person I swung oh that's right cuz you're swinging some puts yeah so my
puts they were just down 10% I got them at 90 now they're sitting at 84 so it's
a very small size position obviously it's it was a little bit risky but the
larger time frame just showed me that spy was hitting resistance and a lot of
things were pulling a little bit more downside I'm not expecting a huge pull
back on spy just a little bit say your pigeons is yeah oh you're calling safe
here no I'm just doing its own thing that's calling Tesla man I should have
stayed in some of these saves that is what it is though I was saying that our
same 12 and a half dollar calls are up 34% Microsoft that road of weakness right
there before opening is continuing to the downside Microsoft's at 394 now first
trim on XP have 20% right here there you go nice job nice job Mikey I'm up
110% on K web I'm gonna make another scale here thank you sir yes sir
second trim 25% and look at Tezi yeah Tesla's going it's up almost 3%
PayPal $75 call swing for 516 so plug was up 25% at one point today pretty wild
IWM is pulling back I'm out of 80% of that expo position up 25 nice nice I'm
holding just running AMD please please cut AMD AMD 170 call I'm sorry about AMD
we'll get it back 35% here next step I'm just hitting a trailing stop on the rest
of this 10% trailing stop Paul did you swing any roblox calls no I got out of
them oh yeah I know it's up another three and a half yeah I really thought
about it at the Bell I sold them god that was an amazing term yeah yeah
the video $600 call NVDA all right I'm out of expo fully yeah but Baba had a nice gap
up not sure if anyone's playing any the China names today oh yeah I took off
those 215 Tesla's you love to see it I added to 50% to my common position on
Baba yes Wow great job wolf nice timing perfect timing I know well there's a guy
who I follow who's just been uber bullish from Baba this year in his
discord and he was just doubling down heavy yesterday and I was like alright
he sees something that I'm not seeing or he knows something or he knows
something and all of a sudden China comes out with a 250 billion dollar
package oh that was clear as day to me that something's gonna happen yesterday
based on all the call flow I saw on K web and Baba this is why we did the
swings Baba up 505 percent and moving Casey that might have been your pullback
for spy yeah I thought about eggs in the puts there for the small loss but I was
like it's spy is still inside of this range here so until it breaks this range
to the upside the reason for my puts are still valid so I'm just holding on so
it's a really small size that's the best way to protect yourself sizing yeah
I means for 484.5 on spy and 482.65 as long as spies between those two numbers
I'm staying away until it breaks it I like Apple here but I'm not taking
it yet but it looks good is throwing in some predictions you like Apple to the
upside yeah I'm looking at it I don't know I don't trade a whole lot
personally but I like when it's moving to the upside because it'll take a lot
of the market with it totally totally yeah same with me I don't trade it but
I look at it all the time yeah I mean my main watch list is Tesla Apple
Nvidia Amazon meta Google cues by AMD coin and GameStop right and GameStop I'm
actually watching dumb money right now I'm like that's was trying to push 250
come on yeah well that's making my comments happening right now let's go
Jesus in the money there for about half a second he's getting a really nice
reclaimed bounce-off flow here a firm AFRM 4650 call actually like Google as
well here geo GL but I missed the entry so I'm not chasing it but I should have
got wanted it down under 146 and I just fucking missed it but I think I can see
push up 148 today possibly higher if this continues the one thing with Apple I you
know we're definitely up up where supply is that I mean I have 195 spot 83 and
we basically wicked up to that so I would like to see that like one I'm sorry
195 like 85 if we could break that you know 195 85 then I could see a move
continue to move higher but yeah I'm liking it so there's pullback here on
IWM watch 197.37 break I can send it straight down to 197 spies testing a
trend line here if spy breaks this trend line it should get a drop down to
483.28 so I'm really happy to see Tesla getting some buying today I was
talking I don't know if I was talking here or elsewhere I had a conversation
yesterday about how Tesla has been relatively oversold to the market you
know for other things you can look at RSI or whatever else but compared to the
rest of the market Tesla has definitely seemed relatively oversold it's
definitely nice to see a little little regression to the mean here upwards on
spies 15 minute is a doji
keys are trying to push back up their high day today is essentially yesterday's
bewop yesterday's orb orb low 15 minute orb low yeah keys are trying to make a
pushback up to open roblox is still continuing to rip here it just jumped
another percent it's a four and a half percent this morning yeah robo okay I'm
gonna try something no go on Mikey no worse going I'm gonna try something
extreme high-risk $500 call for SMC I expiring this week yeah that is high
save our twelve and a half dollar calls are up 53.8% new high a day if you guys
are taking like we hear Mikey say high-risk you know if you're going
along with what he's doing just make sure that you protect yourself with small
sizing I should have known save was gonna pump us your state in it's a 15%
now Amazon getting some downside here that's a nasty top wick there baby day
trader yeah Portnoy probably thinks he's a genius this morning is he on
twitch or something he is live on Twitter he's streaming might be live on
other platforms too I don't know if he streams to multiple careful with Tesla
here yes save new high day Tesla's near my overbought Bollinger Band which is
is don't forget about her CCJ sorry CCJ are 4750 calls the one that I left you
guys with yesterday before I left is food to FUT you a Chinese stock as well
very much so yes okay yeah it's running into yeah food to always runs when
China runs I don't like to trade China so I don't know yeah watch Google for
potential upside I'm day training Tesla
yes we've got 10 a.m. news which is not a big deal what is it it's Richmond
manufacturing index shouldn't be a big deal tomorrow we've got a 945 a.m. flash
manufacturing PMI services PMI Thursday 830 a.m. GDP quarter per quarter
unemployment Friday 830 a.m. core PCI month over month so yeah not a lot of
news today but if you're swinging anything Wednesday Thursday Friday just
just be careful about that
and because of that we could potentially be getting range-bound action today on
the indices yeah it certainly seems like a repeat we came back into this
consolidation going ticker RTX 93 dollar call
to your SE 3850 calls in the fucking money let's go baby
start you've been taking anything well no we're getting close just waiting for
those I like when I get in early you know the IB is all elevated and I like to
wait for it to settle yeah AMD new higher day for those who cut the 162 50
puts and went with 170 calls you should have made your money back by now
meta she's about to pop for the new higher day for those who took the 390
calls ICU get nice buyback on spy cues see if that continues or not
although Apple's not helping to the upside it's sort of middling yeah but if
you zoom out like 15 minute chart on like spy cues Apple they're just they're
all in the middle of their zones today the middle of their org 15 zone so
range-bound for the big boys right now yeah look for a second like it was gonna
break out of them but then it just got bought back up and Tesla's
back a little bit some profit takers opening run shark did you said the buying
program I'm not sure if everyone understands what you mean by that if you
mind talking a little bit about that
who's the only who made a deal with robot FA ZE watch the 27 and a half cent
break Mikey who made a deal with robot phase FA ZE yeah watch the 27 and a half
cent break are you in no not until it breaks always wait for the break if it
breaks then you take a an entry if it doesn't break then you don't why because
it can go and reject that the resistance and then break down their
market cap got destroyed yes it did
that's a that's a big deal okay Nate you're gonna like this one I'm taking
February 16th 72 called on Marvell yeah yeah that's that's Nate speed for sure
going six months out or something no the ticker yeah you know it's my favorite
I like it why is uh why do you have affection for Marvell Nate cuz I like
semiconductors in general and Marvell likes to move and I'd like to trade both
ways right either getting in the options or then taking you know full
lots in the Commons and when the IVs juiced you can really get some clean
premium so I'd trade Marvell all kinds of different ways nice nice do y'all see
the Caterpillar state no no go on go on Caterpillar CAT or 290 or yeah or 292
50 from yesterday or almost in the money
yeah I'm looking please do not forget of our CCJ our call swing CCJ yeah we have
$55 calls for February 2nd yeah I'm definitely looking at like a cues upside
play but just waiting for it to break out of this consolidation anyone see the
Netflix Netflix news TKO news that Netflix bought the streaming rights for
WWE for at least five years and Netflix has the opportunity to extend that
another ten years after that or get out after the first five not sure if anyone
saw that and Netflix earnings are up this week tonight I think yeah and the rock
the rock is on the board of TKO which is WWE also which owns UFC as well so they
just made that announcement today I'm thinking that that could really open you
know I mean they were already starting to see some sports moving over to these
different platforms but that's big headline news and if we keep seeing sports
move off a cable that that to me will be the real death of cable yeah I mean
there there's probably tens of millions of people that only have a cable
subscription for USA Network or wherever they stream WWE and so you know you put
that on Netflix that's a much bigger audience but it's it's a win-win deal
for both teams both parties there for sure they paid I think five billion for
the for the rights so about a billion a year
earnings after the building Netflix yeah yeah and I'm not gonna play earnings
for Netflix watch PayPal here and Vicks Vicks keeps heading down Vicks new low
day 1313 what's up with PayPal she's ripping she is ripping
TSM TSM 116 call 116 call TSM yes video to make a new high a day AMD new high a
day let's go meta you sexy beast our chips ripping in video calls up 20%
Apple just quickly sold a low a day and bounced off off low day there Oh only
does that 126 cues hit cues tapped high day small little rejection here
who called out Baba 70s yesterday was that you Mikey yeah 430 percent well we
had we hit 505 percent that makes sense
a PP our $50 call swing for February 16th is up 67% nice job hey pal
dollar call swings are up six and a half percent are you still in a FRM no I
fucked that one up and I cut it I cut it at seven I cut it at 17% that's usually
where you got 17% right no I didn't look at it until I was down 27% so that's
where I cut it it's all good it's all right all right PayPal was ripping up
there over orb high got sold off and when I'm when I say or I mean opening
range so the opening range the first 15 minute candle is what I usually trade
yep so look for PayPal to pull back closer to sixty five point one five
area and if they can hold that is support I'd really like it for a call
entry what level is that again Casey for a call entry for PayPal 65 point one
five yeah we're 10 cents off that is zoom in a little bit 65 to be exact let
me zoom in a little bit 65 point one two is there news with PayPal hold not
today I don't believe there was news a few days ago no they have earnings
coming up it's a run of eight yeah yeah there their CEO said he's gonna shock the
world yeah during their earnings and their earnings are on Thursday right no
I thought there was no maybe you just said they're making an announcement on
Thursday that's gonna shock the world maybe it's not earnings just yet
PayPal earnings are not even next week where are they fix new low-day 1312
I know Tesla's about to have earnings at some point people is currently a top
ten trending stock on Wall Street bets just interesting let's see earnings are
not until February 7th for PayPal so it is apparently just I suppose about that
CEO announcement oh hello so just just to illustrate the dangers of playing
earnings Johnson and Johnson had earnings last night they had a double
beat on EPS and revenue beat on both and they are down 3% today so if you
think oh yeah they you know Johnson and Johnson you know they're pushing their
things they're gonna be great we're gonna have a great quarter double beat
on earnings yes I'm still happy I swung calls are you down 3% today and your
your premiums are vaporized not necessarily 157 point five zero put for
J&J earnings are on the money yeah well yeah I'm just trying to illustrate that
like even if you think that like okay if you get a double beat on earnings
that doesn't mean that stocks gonna go up but yeah yeah if you're if you play
the downside you're doing pretty well right now so let's so let me let me tell
you how I do earnings so lot a lot in December we'll use LOGI as the example
LOGI so what I did yesterday is the primary was a hundred and five dollar
call for February 16th and the hedge was an $80 put for February 16th in the
hedges two for one which means that you need to buy two one oh five calls and one
eighty dollar put you can't afford that you can't play so obviously obviously I
guess wrong because I said the primaries 105 call you bought two of them well the
eighty dollar put the way that was designed the hedge the one put you
would have made your money back on that one put from those two calls and then
some love anchors down 12% so that's how I do earnings because if I guess wrong
unless they're gonna keep it literally flat right or they they they could do an
IV crush right where they pump it up and they pump it down and then the
options you know fall they expire worthless really this is why I prefer
the moves before or the moves after not during for that reason yeah watch watch
Tesla office 212 here keep your eyes on Microsoft here Microsoft's in a squeeze
on the 30-minute time frame VIX keeps followed it's at 1309 a gap down not
always indicative that the markets gonna rip up but especially when VIX is this
low but uh I'm I'm leaning upside I'm not sure VIX can get below that 13
though we'll see that'll be interesting it's whole area on VIX I think VIX is
gonna hit some resistance you know at 1307 or 1305 maybe it might yeah I
agree it might not even get to 13
Apple new low all right a lot of things pulling back here yeah Apple pulling
back I mean majority of things are just kind of flat I mean we're just waking up
looking back down it could be a range-bound day for the general says we
wait for news tomorrow morning yeah okay I saw unusual call flow yesterday for
KRE Hmm cat CAT are 292 50s are in the money please take your first trim
sorry I was gonna say spies coming back down to test this trendline again it
lines up around 483.75 so just keep that level on watch for spy nice I was gonna
say KRE broke a trendline yesterday in a major way so I like that care you look
there a little bit today but it's still positive on the day CCJ our 4750
calls but I left you guys before I left yesterday are in the money don't forget
we also have those call swings for February KRE on the daily time frame I
believe it should have a bull flag I know I was trying it the other day I'm
trying to pull it up but yeah here yeah KRE on the daily time frame has a bull
flag and it broke out of the bull flag yesterday to the upside so now it's
above the top of the flag so KRE does look really good for a potential upside
continuation our technology is getting a pop here
Alan's here bought up all of its losses has gone green on the day long way to go
get those 1850s in the green I'd like to see it
KRE as well on the weekly time frame has a W pattern it has a double bottom
here forming and it should get a pop next resistance gonna be $50.00
Whiskey yankee this week's $21.00 calls coming in after which we sure has no highs
K-Web up 115.3% oh I still got runners SMCI new high a day for those who took the $500 high-risk
play yeah I'm watching that closely don't worry my key k-web $25 calls are
up 113 percent here on the runners let's go nice let's go I'm not selling
until I hear you yell $25 calls for K web and bro you know how much time you got
I'm not K web yeah a little time I think that we could see continue to move for
sure in China for at least the rest of this week I just tap tap that trend line
there got bought up IWM is on my top watch right here if spy does go
downside IWM just for making a lower low but so far spy just sideways getting
bought up every single time it comes down to that zone or that trend line
yeah cues similar and I mentioned earlier Tesla hit my overbought volunteer
ban that's exactly where it rejected there down that or below so definitely
try try and keep keep in mind if something's too overbought or too oversold
a lot of times you'll see a regression to the mean which means you know see
profit take profit things aren't endlessly gonna go in one direction or
the other but yeah things be careful with AMD here in the video big boys seem
range bound right now and VIX VIX bounce back up yeah spy cues VIX Apple
does have a little bit of downside potential but would not be surprised to
see this just get bought back up
Kim I like those my bell calls I mean it's holding 70 here if it holds nicely I
think 10% upside is well with you in the making a short order so it's gonna
hold this 70 level I really like that entry for Marvell yeah Marvell looks
productive the upside and PayPal still holding strong to the upside those are
interesting long names so I'm gonna take a longer dated long on
Marvell at 75 as well at 315 I know that's longer this is swing so I took the
72 216 and 75 350 here comes the new high a day and meta yeah cues and spies
are trying to push up to high day also but would not be surprised to see those
return back to the midpoint here arm a RM $80 call January 26th this is extreme
high risk how those snaves doing yes a new high a day recently
I'm up 69% on save the 12 and a half dollar call is safe still going oh wow
yeah still going just hit high day 16% yeah
neo still going pull back a little bit but the five-minute candles just bounced
off the 20 moving average so see if you can get back up towards 680 will pull
back me is up 10% today 75 dollar call what all of this and the 10 years like
steadily moving up the TNX 4.14 so it's it's good to see strength in the markets
with tenure moving up laser is up 10% today yeah it's been interesting it's
been shrugging off these moves in the dollar and in TNX meta the 395 calls new
let's see what else the energy means are just powering higher XR mobile is just
straight up today at one and a half percent crude oil futures are doing well
they they open up pretty low today but yeah I agree energies coming back up
me yeah let's let's ensure constructive right let's just say that's what they
I'm just saying I have some highly unusual call flow and arc coming in monthly
September 51 calls on our K cvna cvna 4950 call here comes ion cue don't
forget we also have the $90 call swings for cvna that are up huge
yeah cues and spy are inching up inching upwards really inching but they're
they're making a making a push up Amazon new higher day you should all be green on
that swing from yesterday right before close if anyone took the calls nice if
they're brave enough to hold Mikey if they're brave well no the play was
literally swinging for tomorrow because I thought it was gonna go up nice work
nice work goes right before close I think it's 10 to 15 minutes and too low
on VIX 1305 breaking breaking past my oversold Bollinger Band if Microsoft
breaks out of this bear flag in the one minute we're gonna do $400 calls I got
this pulled up as well Mikey Microsoft it's not leaving my screen right now
this thing is gonna freakin move it's the biggest squeeze on the chart on my
ticker SM CI new high a day extreme high risk are you told up seven percent yeah
Microsoft definitely don't the 315 minute candle some Microsoft there are
all huge wicks down small candle bodies up pretty interesting very wiki to the
downside but it's all just getting back up looking at actually some shorts on
tech here snowflake new high a day our 240 calls for February 16th our swing
all right I'm long the ion Q twelve and a half dollar calls I've been watching it
for the last she's starting to kind of move here don't forget about our MDB
call swing all right Google's ripping here if anyone got into their Google
calls there just make sure scale and it's a strength here just come up to an
area of resistance as it gets closer to this 147 area decent 15-minute candle
closes on spy and cues for upside still range-bound but showing them sure
looking constructive to the upside
that's gonna be my new word palms and it keeps in perspective until these
one go my way if it's downside are we saying destructive yeah that's right
change tonight's space okay I'm gonna throw a new ticket out at you guys heart
say our you said that yesterday short on NQ I did oh swing 28 strikes February
16th okay so you think we found support here on cart today and we've got nice
upside maybe I just did it small when that at some point when that stock
moves it's gonna go can you say it again what what the position is oh February
16th 28 dollar calls I'm short on on tech short on tech yeah watch Microsoft
here this is gonna be my put play Microsoft 3d te puts I'm looking at the
390s are at a buck 10 right now if market decides to pull back and some
things start to sell off here Microsoft's in this 30-minute squeeze
so it did right up so out sorry does anyone here use Instacart no yeah use it
here and there occasionally Apple not getting any kind of love here it's
about to test the trend line near 194.4 so watch that if it breaks should get a
drop-down just to the 194 cycle of left of that for those of you who haven't read
the write-up I did a while ago regarding snowflake MDB in the video and SMC I
highly recommend you do so I posted at the top of your screens
Marvel's moving oh yeah it is I'm gonna get back into these two 15s with
Tesla we came down tested 211 we're holding it for now so I'm gonna try these
lighter size than normal but the two 15s for Tesla again okay snowflake we're
right at our one let's see what she does if she if we bust through we could
see 207 55 Microsoft I was thinking of shorting Amazon anybody looked at that
yes sir and then meta let me see I just had metaport up what I see on meta if
metal minute candle if it pulls back in the next 30 seconds down to a 386 it's
gonna have an evening star at the top there's a bearish all right these
sellers starting to come in I'm gonna start to trim a little bit what what
tickery ticker you in shark and then Q so just accused Baba she's are about to
reach the new high a day it just turned the spy 15-minute candle green for a
second there I'm cutting I own cue it does not do what I want here these are
Microsoft five-minute candles they keep getting bought up yeah it's just in
everything's in no man's lane right now there's no confirmation on like 100%
confirmation on anything right now it's just just too much rain yeah I agree I
agree but I'm still I'm still in these puts tight stop we'll see yeah I mean
they're if you're in these puts you're in these puts and they're either like
add entry or they're down 2% or something they're not like you know
they're you're not really in danger right here so why so why cut them here
we go let's see if we can break these equal lows yeah I can cue is that was a
great job sharky QQ QQ is a lot weaker than spy so that was a great
short it's holding up better yeah yeah tech is definitely the thing if you
want to short anything right now this weakness or yeah look at QQ so 590
Nvidia puts here I just got into those yeah just a quick pop down see if we can
catch it little pullback here on that a possible bit here watch out Apple broke
the trend line there so watch that pullback to 194 Google hanging man at
the top there on the 5-minute a lot of things are just telling me it just a
little bit of a pullback here it's coming I mean we're already getting it
but I think we'll get a little bit more
we're gonna be trading for another ten minutes or so
so 1030 a.m. Eastern there we go there we go we're starting a break nice nice
Faz phase broke the 70 27 and a half set break
all right there goes apple knife straight through that trend line
yep new low-day apple there there's the pullback to the 90 ma on meta after
that previous 5-minute candle that red candle closed so now watch to see fit
bounces or breaks this 90 ma on the 5 I want to see it break man Apple was
beautiful I should have done that instead of Microsoft it's alright god yeah
Apple's trying to close the gap overnight yeah I'm sitting that entry here
on Microsoft then yeah Apple like I said if it broke that trend line it should
be a straight shot the 194 and there freaking is yeah gonna fill the gap
Apple's gonna fill the gap there she blows baby let's go let's go I called
that to the team I didn't take the puts come on cover again yes that's that's
trading it's like you can have you can have great analysis no no it's gonna
happen it's just the ticker D whack $100 call February 2nd this is a swing and
a very extreme high-risk the execution there's that extra pullback I needed to
come unfortunately Microsoft's not giving too much but yeah that's the
extra pullback there beautiful shorts across the board great job good job
Sharkey yeah great job short all right and there's meta boom look at Google I
bet Google's getting that downside as well from that hanging at the top there
it is everything everything was showing just sellers were coming in right there
and pushing it down beautiful downside move here up 10% on D lock
the question is did we get continuation here or do you work on up another please
oh I see it's down 10% I see it was up in pre-market like 20% no but I just
called out the $100 calls for February 9th yep
five-minute heads up for the trading Jordan's gonna keep the trading going
after as well but if you guys have some stuff definitely get it in you got some
updates don't keep my eyes on a few things Baba still holding nicely up seven
and a half percent here PayPal about 2% GCT moving up almost 10 cents from the
break DXY the dollar index has been ripping since open here which is a lot
of times if DXY is doing well that the markets gonna do bad it's not always a
one-on-one correlation and VIX VIX is sitting at Lowe's here 1303
all right IWM got a really nice drop down the 197 that's a big spot crude I
am still still short Microsoft here I'm just trying to be patient dollar the
dollar pushing up to new dollar push-up new highs and crude crude's push up to
new highs right now good good good we're at the bottom of the range on on the
market here this one 483 45 and on yes it's 40 it's 48 80 basically it's the
bottom of the range so see see profit take profit is what you're saying we had
well definitely scale in that momentum always we just we didn't really put in
a low or low so watch out here I don't know this is actually gonna do a higher
lower high since we didn't I think spy take a lower spy wick down to it do you
are give me that email 113 spy with down to a new low cues did not oh yeah
you're right it's hard to say what's gonna happen here but if I were to guess
I'd say kind of range-bound shop until we get some news catalyst tomorrow
morning come on group come on do you like gamma squeeze baby got to play the high
beta names yep like D wax all right we're gonna be rotating here in a second
or two again Jordan is keeping the trading going so don't worry on that
and Mikey do you have other updates on anything else you're in because I see D
wack moving yes it is you said what level calls on the wack hundred dollar
call February 9th that's so far out of the money that is the huge weekly gap
yeah but I'm playing two things I'm playing the gamma level and the inverse
head and shoulders on the one minute the gamma level the highest gamma level is
at $55 we break the gamma level she's gonna gamma squeeze so it is what it is
love it love it Google new high of day that relative strength is just holding
this 90 and Marvell is moving up new high day
eight twenty percent on D whack come on baby get over that price so we can gamma
beautiful Emma find me good game team Wow very nice thanks everyone take care very
nice appreciate you Paul appreciate you guys hey hockey games if you're here for
my next one go ahead and request up Jordan is a wolf trading going yeah
Mikey I appreciate you thank you bro you're the man I can't thank you for
having you bangers all morning every day appreciate all you guys Mikey people
don't even realize also the stuff coming in from yesterday that we swung with
you that doesn't get enough credit but the swings are incredible MVP I
appreciate your brother thank you yes sir yes sir shark Casey Kim any other
updates on y'all ends nothing for me other than just trying to be patient here
with Microsoft other than that there's nothing else that I'm in other than the
k web runners for the swing so shout out to Mikey for those and that's it for
me so I just appreciate you having me on this morning perfect thank you thank you
Mikey thank you Casey Alex Kim Paul just a great morning with all of y'all I've got
another space coming up here but Jordan is gonna keep that trading going so
let's keep it rolling here when we go in with so I am this one with you wolf no
no I don't think this one but I think you're okay 1 p.m. with that okay bye
perfect all right thank you Kim all right we're gonna talk a little bit about
gaming funny enough I think we've been trading some stocks that maybe are
pretty involved at the world of gaming this morning so it kind of is all
connected got some of my friends coming up on stage see Poppy already up here
Lucas I see you in the crowd if you want to go ahead and request up I see
we've got talking games as well as Sekiro on stage with us so I think we
are all looking pretty good to go here oh there we go Mona coming up as well
we're gonna have a good crowd on stage as we talk about this gaming's been I
mean I know trading's hot but gaming has been one of the hottest things that
people have been talking about in these last couple of months it's absolutely
taken over at least the world of kind of web 3 but to be honest just
throughout Twitter from what I've been seeing there's so much money and so
much popularity in this area and especially as we move into you know
worlds of VR and everybody on their phones it's kind of a big thing so
listen in and to be honest if you trade stocks maybe you'll come away with
some ideas as well for potential potential stock trades because there are
a lot of gaming stocks that are attached to this area with that being said we've
got way way up here who is going to be help me run this I'm gonna go ahead and
I'm gonna drop you a co-host if you're able to unmute and just let me know
that your mic is working well that would be perfect hey hey so we're here
can you hear me yeah we got you loud and clear thanks for hopping on and
thank you to the rest of the panel for joining up with it with us as well we're
gonna be talking with the talky team today when you go into the world of
gaming I would say talk is pretty much as reputable as it gets right now they
are backed by every major VC in this area that I've seen when I look through
it they're partnered with okx unite polygon labs rally protocol again back
by like 10 different major VCs and they also already have their main game
board buttons over 5 million downloads on Google Play alone and it's also on the
App Store and then their gaming platform has 200,000 monthly active users so this
is not a this is not a small gaming platform that we're chatting with here
we're gonna get into the thick of it but this is a massive platform so let's
talk about it wait let me turn it over to you can you give us some introductions
stuff of yourself and the talky team and I'm gonna get that post pinned up top
for people to check out while you're doing that yeah sure of course happy to
hi everyone my name is way way again and thanks for for having me here today with
wolf community to talk about talking games so I just want to spend a quick
quick couple minutes to talk about my background and the team so before
taking on the CEO role for for talking games I actually co-founder the rally
network which was a web 3 creator economy platform and I was involved in
multiple projects in the in that ecosystem including one an FT web 3
brand project called conflict beasts working with some of the top artists and
celebrities from from here in in the Asia region and before that I spent
quite a bit of time in the in the game industry leading several top mobile
games at a company called Kabam so the title was included hobbits kingdoms of
the Middle Earth and marble contest champion for Asia and the games I was
running back then generated over 400 million dollar revenue and many of them
are still pretty active on the mobile platform today kabam the company was
sold to net marble and 21st century Fox for about one billion dollar in in a
2017 and after that we started a eSports team company called Gen G and
and getting quite a bit of experience in the competitive gaming sector as well I
do have a technical background I was an engineer by training and worked at
Oracle for five years as a as a developer I've always been working at
the intersection of technology and entertainment so so this is why
talking games is such a very exciting project for for me to to work on so the
team is also very experienced in the game industry and and a team of
entrepreneurs to my my co-founder Kevin chose who who is I just saw his name
in it in the crown and Mike Mike Lee they actually founded Kabam that's where
I met them and and work together with them on the smash titles smash hit
titles that I mentioned earlier our head of growth D came from unity on the BD
and marketing side and and before unity D also worked with me Kevin and Mike
together at Kabam developing you know really important BD and marketing
projects Eric came from Riot Games and he's an expert in in economy and
product design so so collectively I would say the core team has over 50
years of experience building games business both from scratch and also at
scale so I I actually think this team has every capacity that even that is
needed to achieve the goals that we set out to accomplish that's fantastic
Wow strong backgrounds there unity other gaming companies like you said 50 plus
years of experience and shout out to you guys also selling companies for a
billion dollars plus not a lot of people have a claim to fame like that
so I think that we've established that there's there's a lot of people who know
exactly what they're doing here so let's go over the actual game itself can you
give a basic introduction to the talking games project yeah sure so so
what is talking games and then what what we're trying to achieve here so
talking game is a player-owned web 3 mobile gaming network and our mission
is is to bring you know the the 3 billion game players out there on chain
with mass market mobile games it's it is a grand vision to to achieve so to do
that we are focusing on three strategic areas to innovate so one is to build
technologies and use experience for mass market players so we're not limited to
just web 3 game players you know that you know the the the knowledge or the
barrier of entry is so so high that the players needs to understand wallets and
set up their wallets and remember C phrases and connect wallet to play games
and tokens and they just you know it it would it would make the game we are
building games that that every normal game players out there can can enjoy it
and play and then to you know we are we are innovating on the in-game to use
in-game revenue to purchase tokens to reward the players so so the tokens are
not just minted out of thin air it's actually you know support that backed
up by actual you know in game revenue so that's the second second area now the
third one now the third area is we are designing a deflationary tokenomics so
that you know the price of the tokens can can we want to achieve sustainability
through the the bulls and and and bear market through that design
yeah that's definitely a good point that you make there because a lot of times the
tokens are unfortunately coming out of a thin air nowadays right and I think if
that's where things start to come crashing down so let me get one more
question into here and then clearly we have a lot of interest I invited some
smart people on the panel who are definitely gonna ask some of their
questions as well but to double our question one why is gaming especially
web through gaming is getting so much attention right now and how do you
view the last generation of these play-to-earn models which got so popular
but weren't sustainable and what you can do with Taki to really upgrade web
through gaming but also build a sustainable model yeah okay so you know
in the in the past a couple of cycles in the market we've seen how web 3
technology and blockchain and the power of decentralization brought innovations
that has not been that that have not been possible before right so you know
device and others and I believe gaming is the next sector where we're going to
see major innovations by by the web 3 tech and philosophies so the trend is
pretty clear right so with with over 200 billion revenue and 3 billion
players from the market out there we are seeing this ever-increasing number of
both investments and growth from blockchain games and with the
traditional models in game you know this this centralized model where companies are
taking advantage of the values players help create and then basically a large
portion of that profit so naturally it's it is a good fit for a web 3 to bring
new paradigms of the game game business now we we talk about the the last gen
gen of play to earn web 3 game model I think I think we've seen a lot you know
multiple generations or iterations of innovation here in web 3 that game
developers have been trying for even several years ever since the crypto
kitties and you know through leading into x infinity and a step in so every
generation is is you know improving on the previous version of the design and
you know over the past couple years technology has improved quite a bit now
we have wallet solutions to provide a seem like frictionless onboard experience
for the for the users we have we have faster chains and L2s to handle
transactions you know quickly and with with with low-cost we're seeing you know
distribution platforms such as Google and Apple are also opening up more more
and more towards web 3 applications sort of being distributed on their
platforms and then most importantly I think the demand to bring real world
assets and business value on chain has never stopped growing so so that said
we we've also I've also witnessed we all witness together how the existing web
3 games are limited by one user scale a user scale that that they're limited to
the web 3 natives there and their token price rise and fall and then many of
them are not recovering at all from from the market collapse and I think so
far the market has shown us the strength and weakness of web 3 games in
the form of what what I would like to call version 1 and then we're here with
talking games we're trying to build web 3 gaming version 2 where each one of
these weaknesses are being addressed right so I think I mentioned earlier in
the in the brief intro that no one we're building for the mass market
audience not just limited to the web 3 game players and then to the token
values are not merely supported by market hype or trading purposes but rather
supported by the actual in-game revenue right so in in other words there's
external positive value being imported into into the tokenomics and a third the
tokenomics are designed to be sustainable in a deflationary fashion you know sort
of battling against it you know the the bull and bear market shifts very well
put yeah I think that makes a lot of sense and certainly we've seen a huge
influx into this area I see lots of spaces being held on it you look at
companies you know you mentioned unity right that's a huge company that's been
you know running over the past you know I would say years so it's been getting a
lot of attention and it goes up and it goes down but definitely gaming getting
attention both web 2 and web 3 let's go over to Poppy I see his hand up hey
why don't you let Meadow go first I have quite a bit to say I want her to go
first and then I'm gonna jump oh no Poppy are you sure you want to do that
because I have to set the stage here well yeah no I'm I'm actually very very
excited to speak about this and there's a lot to say but I don't know maybe
maybe you go first and then I'll add on to it I'm just writing some things up
here and just digging deep but there's a lot to talk about so you go ahead
first yeah and jump in anytime so thanks for having me by the way I'm Mona and
I'm a broadcast journalist and what I do in our spaces I help facilitate to break
down the technology for the mainstream audience when it comes to digital
environments gaming or metaverse I think there are three things that are on the
table for projects to still mitigate one is we have centralization versus
decentralization which under that you have tokens as reward systems or tokens
as currency then you have in-game economy so on and so forth number two we
have infrastructure the the limitations with the infrastructure that we still
need to mitigate and then number three is security I'm gonna aim my question on
infrastructure first and maybe Poppy can also jump in anytime he wants here when
it comes to the infrastructure of digital environments whether it's gaming
we know that small spaces and skip scalability is still a huge challenge
it's not easy yet to put a large number of players into virtual world especially
when you have gameplay and you have interactions you have physics you have
collisions it's we're still not able to put more than 100 concurrent
concurrent real players in one scene in a virtual world MMO or 3d spatial internet
so architectures and infrastructures still require rethinking in order to
onboard the masses there's a reason that games like roblox or you know World
of Warcraft or Fortnite are limiting still numbers of players in an instance what
are your I mean there's still obviously fundamental technology limitations here
what how are you guys mitigating this type of limitation in particular yeah
sure um so I think I think one area one position that we made for talking games
is that we are we're are trying to solve some of the you know fundamental
problems with with web3 tokenomics and and all that and and and because of the
limitations that you mentioned we we we basically made this conscious decision
not to go after the the MMO the AAA you know the the areas where huge
studios are competing with but rather we went for the casual games you know if
you if you check out our top downloaded game board button it's basically a
collection of hundreds of casual to hyper casual games that people can just
choose and play play play with and then we we still monetize with with the
traditional framework that's you know the tried-and-true methods of in-app
purchases power-ups buffs and you know and coupled coupled with in-game ads right
so that business model in in web2 is is pretty mature so I think I think we are
we don't like in in a way we don't have to worry about the the infra worries
that you mentioned just because we are not going to that space but rather
we're we're focusing on you know how to seamless seamlessly bridge the
experience between web2 and web3 players when they launch let's say months
kitchen which is our second popular game right now you know they don't have to
connect wallets they don't have to worry about seed phrases but rather under the
hood everything is happening automatically for them so what and and also when
they're generating on on chain transactions they don't have to know
about gas fees and all these delays the game basically performs exactly the same
as if it's their like it's a it's it's a pure web2 game but rather they are
benefiting from the web3 design where they the revenue that they help
contribute to the game is essentially rewarded back to them in the form of
of cryptocurrencies they sorry wolf go ahead I saw you on no you're good I was
stopping in case there was white noise but go for it no and thank you for that and
and again you know the centralization versus decentralization and tokenomics
aspect of this conversation is a whole you know topic to talk about I think what
I really like to know is that if we are looking for mass adoption and bringing
that quantity of real users not rendered users into your digital environment is
your infrastructure ready to handle that and if not yet what needs to happen for
masses to come into your platform and have you know a smooth experience yeah
that's that's actually a great question I think I think we are right now we're
thinking about a phased out approach that currently you know we came from
Solana the token was was on Solana and then now we partner with Polygon Labs to
launch on games on polygon where we're seeing at least our current transactions
are being handled properly and nicely with with polygon however that said we we
have seeing sort of network congestion even with you know fast chains like Solana
and then and then during busy times poly poly gas fee you can can can also get
pretty expensive so what if we're aimed to bring millions of DA use daily
active users into our network and onto our protocol this is still a limiting
factor right so down the line we are thinking about bringing our own sort of
infrastructure solutions may be launching our app chain together with with one of
the other main chains and then building SD hopefully by then our game SDKs is
so mature that any game third-party developer or second-party develop can
just easily integrate with those SDKs and just launch our game and then boom
they they have a rewarding system with tokens and they're live on different
chains so but to before we can do that I think I think right now we're still so
early in our in our in our group of dev stage where we're still verifying and
then developing some of the early experience like the ones that I just
mentioned right this seemingly some boarding creating our wallets under the
hood and providing self custody for the users without them having to learning
all the web three jargons so once that's done we'll we'll you know move into the
next phase of infra but so far we are basically leveraging the the latest
iteration of chains and L twos that we can use thank you for that I'll come
back with other questions I'll let Poppy jump in here awesome yeah that was great
I'm happy that you went first because yours were more technical minds more front
facing and marketing based stuff so awesome yeah thank you so much for
around me wolf and I feel excited because I feel like there's like from what
I say here I feel like there is a either a diamond in the rough that not a
ton of people know about yet I haven't heard of you guys until today and then
when I started looking deeper into your guys's partners the amount of you know
high-level partnerships and investment partnerships that you guys have okx
Almeida coined DCX salon adventures Gemini go cracking the list goes on and
on you guys have tons of money you know partners okx gates polygon labs the
unity absolutely fantastic the technology that you guys are using it
seems it seems really really quality I know that you guys are you know which
I agree is a good way to go in the crypto space currently because there
isn't yet enough enjoyable games and user acquisition yet which I think that
are the two most important things for a game to be able to create is actually to
be fun and also you know be able to you know tick the dot up for user acquisition
and so just focusing on casual games and hyper casual games I think is really
important because it taps into you know young people and older people as well
too for example if I can imagine my mother who is 65 years old that doesn't
know shit about crypto or any of those things sitting on her phone or her
tablet playing one of your games for an hour two hours three hours every night
then you've hit a huge target market another aspect is you know I just I
really believe that you guys are very undervalued incredibly undervalued and
people don't know about you yet and the reason why I say that and maybe I'm
wrong but I'm looking at your Twitter there's about 55,000 people in your
Twitter you know I like this my first time hearing about you when I came on I
was like oh my god like this is you know this token I want to get into right
away because it has not you know there's been some you know you guys
launched in May you guys have had a nice month you know you guys have had
some pumping this this this past month but you guys have a long way up to go
in this market over the next two years so circling back around to everything that
I'm saying what have you guys been doing for marketing the past you know since
you guys have launched you know that leading up to launch during your launch
what have you guys done for marketing already and also what's your go-to
bull market and like high liquidity time marketing plan because you guys have it
seems like everything in your corner right now partnership money support
experience you got you guys have a great direction with hyper casual and casual
games I'm just you know you can have the most amazing product in the world but
if you don't have marketing then it can go blah right or you can have the
shittiest products in the world and if you have good marketing you can make a
billion dollars so please sell me on that 100% because that's a big that's a
big factor for me of how much I'm gonna put into your token today that's that's
amazing thanks thanks for all the you know the quick all the recognition that
you were able to you know just do some quick research us and and like I said
we're we're so early in the process this is this is a literally our our second
AMA with with any reputable alpha groups and community here so we just
started our marketing efforts so so I can I can briefly talk about the marketing
plans that that we are slowly rolling out and then of course the feedbacks and
suggestions always welcomed as as we are more of a sort of a product team and
then marketing will you know we're sort of has now building to get our early
results in to prove what what I just described can actually be executed and
then start telling the world about about this project so so I think I think for
for marketing there are three areas one one is one is the let's start with the
basics is the PR so we have a series of PR announcements in the pipeline to be
made in the next several months you know from teams to tech to partnership with
we've got really really exciting and and more importantly substantial news to
share with with the market that we want to announce we will make those
announcements in order and the goal is to make one announcement per per every
week I think we just announced our partnership with quick swap on a
strategic partnership level and also the merger with with Unite to consolidate the
resources and and then and that fuse the teams and resources to get together to
to take on this talking game project so that's PR and and on the social side you
know we we just started building out our social media content so on on X it's it's
really a rough diamond and for now but we've got you know a lot of materials
and information that we intend to share out with on our official X account so
please follow our follow our Twitter account to get the latest updates of the
projects you know we we have a content plan coming up next week that will
start compiling the the informations regarding games and user you a plan gives
an acquisition plan and game operating plan and everything that will that will
come out of that outlet and a thirdly and I think it's the most important one
is is on the community side so so now come to think of it we I was actually a
little embarrassed by by saying back back back in 2017 20 2018 when we first
came into web 3 we didn't really understand how important building a
community is for web 3 projects so that's one area that we we learn less of
the the hard way but you know through our our you know past at four or five
years building web 3 we we start to come to learn the importance of community and
how to build it and you know in a in a very very earnest and and a valuable way
so so so like I mentioned earlier we just started doing collapse with other
communities in the web 3 games and token alpha groups like wolf this is our
second one so it we're so early we and then we will be doing this in a regular
order you know holding a maze and spaces to share the latest updates and
thoughts and you know getting feedbacks from from you know from the community
on our projects and so all together you know we'll have different promotional
events with our token to invite everyone who shared the same vision and
also believe in in in our vision and the team to join our community and then
start building this thing together quite frankly not just by you know trading
tokens so so so so yeah so that's that that would be the three major areas
from my from my point of view to cover marketing I know there there's some you
also asked about like marketing plans when in a high trading volume market
condition I think on that front we you know there are some some work being done
currently that we are you know in discussion with with several other
exchanges to get more liquidity for the token to basically get listed on several
more exchanges because right now it's still not enough liquidity for the for
the tokens if you want to buy them they have to go to you know X and Y and we
think that's not enough right so once those deals are done and then you know
we can announce them you you will see them so I would say we're still laying
down the ground and foundational work for a lot of the stuff to before a lot of
the good stuff to to come out I I even got questions regarding a staking program
and I and I basically say I guess it's so so early for us to to even consider
that so let's get the product out let's get the users on chain let's get the
UAW on the up radar correctly tracked and everything else and then we can start
talking about all these really exciting things that we do together amazing so let
me circle back around here thank you for your response in one way it is it's good
to hear you know that that you guys haven't been putting all this focus into
marketing and then failing so you haven't really started to too much yet
but let's just just to be clear with the audience and from my perspective you
guys have a rumbling rocket that is on the tarmac ready to go to space right
and to go to space people need to know about you guys right you know proper you
know brand ambassadorship people speaking on spaces for you guys you
know getting out there you know creating a narrative you know creating you know
conversation I'm curious like do you guys have a specific marketing company
because it to me the list of partners that you guys have which are you know
top in the game and the list of investors that you guys have do you guys
have a you know top-level marketing company that's building out a marketing
plan for you currently right now and and if and if you don't please DM me because
I know you know the companies that were working on you know portal portal token
other companies that are just high-level marketing companies that would probably
eat you guys up right away and want to help you guys go because it like I said
it to me it seems like you guys are literally a rocket ship about to take
off you just need everybody to know about you and and then you guys can
rock because you guys have the product you have the vision you have the
experience you have everything it's just people need to know about you yeah yeah
it's yeah I would I would definitely DM you after this portal I think that's a
great example we were just looking at their overall you know presence and it's
it's it's it's it's done a such a good job that that's actually our target to
match that level of you know work and you know it's it's interesting because I
actually don't know too much about portal and having even looked very much
into portal I just know portal exists and everybody knows portal exists so
they could be absolute garbage they could be garbage but the fact that
everybody knows about them right you guys are garbage you guys have so much
support all of these exchanges all of these investors all these these are like
the the structural dogs of the crypto space they all love you guys and so now
it's like we need to know about you guys and since you this is your second
space which is also as well reassuring as well too you're doing great you're
doing amazing so having people go out and starting to push that out there talk
about it because it's gaming right it's about it it's a narrative like people
don't have to explain too too much when they're doing representation for
games specifically or a company about the technological part you have that down
solid you guys are very technologically savvy it's about the visionary aspect
of what you guys can put out there and some of those things but yeah definitely
DM me thank you very much I am I am ready to invest I just need to know that
people are gonna know about you guys because I know that this project can
20x it can do a lot of really really good things because you're not known
about yet and you have everything in your corner so yeah definitely DM me
for sure I'm really excited to have met you guys I think what and I happy what
you're mentioning here that I think is noteworthy and I and I see Lucas and lady
trader have had their hands up so I want to be conscientious with time here
but real quick to what papi was saying I think we started this space as a very
speculative space where we saw brands focus on the token and focus on
numbers and in its 2024 and we really the focus has to be the IP the focus has
to be the brand and time and time again as a team that builds original content
for tech startups we see that brand messaging is not there brand messaging
has to be very very clear people have to know what is your IP and how is it a
compelling IP will you shed some light on that IP in terms of talking games as a
brand yeah what what is your IP what it what is your brand what is your brand
message if the mainstream audience look at your brand what story is it telling
yeah yeah I think I think with web 3 you know when we talk about tokens and
innovations that are that are not possible before I think one key thing is
with the rewarding system that the earning system that we're that we're
putting in by giving back the revenue that player help create it or
generated in game through in-app purchases or at watching we're basically
giving that money back to the player so this is actually live with our with our
products some of the other smaller titles let's just say you you you launch our
game and you play the game and you watch a couple ads and getting some some
in-game items or power-ups by watching that ad let's say you you help
generated you know twenty two two cents let's say and then we then use that two
cents to to buy target tokens from the market look let's say like you have
generated one one dollar right and that what that that one dollar will be used
to purchase one dollar worth of target token from the market and then put
into your wallet on your phone and then you can cash out right so of course
you may say oh wait a minute you just said you know I don't I don't need no I
don't need web 3 knowledge wallets and then when you give me tokens what do I
do right so then to help bridge that gap we actually designed a more of a web 2.5
kind of kind of solution where you can you know redeem that rewards with with
gift cards so we actually partnered with a bunch of you know brands and and
others to to provide that that solution you know so so so players can choose to
cash out through gift cards or through cryptocurrency once they understand the
value of it and the flexibility of it right so you can sort of imagine this
being a a graduation process for the players now going back to your your IP
question right so long term we actually think you know through our innovation the
Taki game network games will be the one that players want to stay long longer
wants to pay more because they know eventually the money will come back to
them let's say I'm a heavy you know spender in in in board button and when
I spend ten dollars if I know that I can get ten dollar worth of Starbucks
gift cards back you know then sure I'll spend ten ten dollars more right so that
that would be the the thinking behind this brand that any games that we launch
on target games is not just fun and enjoyable like a real games right now I'm
not not just speculating games or or or Ponzi games real games they can enjoy
wholeheartedly at the same time the value that you help generate to the
system will come back to you right and then thus leading to a stronger retention
and monetization as a whole
perfect hey before we go to some of these other hands I just want to jump in for a
second just let people know if you haven't checked it out there's several
tweets pinned to the top of the space one of those tweets the one that I
just pinned to the top if you go and you drop a question underneath you are going
to be entered into the drawing for the reward for the 500k talkie event which is
a five-person allow list there's some more details up there but I do recommend
people check it out if they are already in the space and you're interested in
this area all right lady trader we're coming over to you
hey thank you so much for having me up here and I am actually very surprised
to have found your project and what Papi was saying earlier right about about your
brand and and marketing plans and all of that that was great to hear you know
what you're working on right now I'm surprised that I have not heard about
your project until now and I am I'm a key opinion leader I invest in projects
very actively I do have a community that also investments projects very very
heavily and so somehow we missed this one did you actually go through like a
traditional IDOs and where did you where did you have your ideas I would like to
learn a little bit about that and then obviously I have some more questions that
I'm sure my community would like to ask as well as we were to invest in your
project okay sorry sorry can you can you refresh refresh your question where
where did we find our so idea like did you do an initial next lounge or did you
have like a presale or how did you actually launch that's what I would like to
learn more about launch okay yeah yeah okay so so this this actually digs a
little bit into the history of of talking token so so before talk he token
was actually a a social platform protocol and application where people can
actually go in and then it's like a Twitter right so so go in the post and
interact and engage so that's that's that's the that's the previous version of
talking and then you know that that one we actually had millions of users for
that product but then we were limited by again the scale of user base and then
last year and in October we saw this opportunity with with with gaming sector
and then can and then you know sort of agree that that's the direction we should
go next to basically expand our potential user base to to to the actual
millions and billions so that's when that that's that's where we sort of
relaunched relaunched the product and they had this new branding new new team
focusing on mobile games so so back then yeah we we work with some of the
exchanges and and launched the token on their on their on their platform but it
was really unlimited you know portion of it so so yeah so that's that's the
that's the history that's the history of talking to them a little bit so if
you look at what the token was actually live for quite a for quite a period of
time so you're saying that you kind of rebranded the token or relaunched the
token no we didn't relaunch the token the token is just you know there in the
market trading gotcha so you directly listed on exchanges then didn't really go
through like a traditional IDO or pre-sale or anything like that yeah not
not that I can remember gotcha and then can you tell us a little bit about
tokenomics because that is super important whenever I'm investing in a
project I need to know you know how many obviously you can see how many
tokens out there you already have three billion total supply but what I'm more
interested in is learning about the vesting and you know the seed round the
private round investors did they all have they already received their tokens are
all of your tokens already vested 100% so I would like to know a little bit
about what percent of your tokens are already vested and then how many are
not vested right now and what's the vesting like for the next next couple
of years yeah sure so so the total supply as you can see there you know the
total supplies three billion tokens I think I've mentioned this
deflationary rewards design tokenomics design that there are we were designing
this 27 well a little over 25 percent 27.1 percent pool to be burned every time
when we reward players so so basically you know towards the end the total
supply will be just a little over 2 billion so that's that's that's by
design that we wanted to give you know well especially during the early phase of
the project we want to sort of combat the selling pressure when we want to give
the user their rewards even though you know the tokens were actually supported
by actual in-game revenue but we still might want to you know provide this
extra layer of setting pressure protection for the market and for the
token price so we were hoping you know after that pool is completely burnt we
were hoping that the network is strong and a big enough that the share by
pressure from all the rep all the revenue you know added together from all
our portfolio games will be big enough to to support the price of the token
so so that's that's a big portion of that that that 27% will be ultimately
burnt over time and that that burning mechanism it's in the final testing the
auto burn mechanism is is in the final tech testing phase that we're gonna
launch pretty soon and then so the investors you know they basically account
for 10 10% of the total supply I think only 20% of them basically claimed their
their their tokens and and transferred that to to them all the other ones are
pretty excited to see this new new direction and you know probably will
hold hold hold longer term just to see the success of this this this new new
direction for games the teams since we actually found us in teams since we
actually picked this new direction and then and then wanted to commit it to
this direction everyone got sort of re realigned and unlocked until 2025 so
that's that's a that's a that's a sort of extended locking period for everyone
who got previous vested tokens to basically stay with us for even a longer
period of of death death effort and then yeah and then the there's 17% so so if
you go to the deck there is a a chart sort of pie chart showing the
percentages and then where where where we are currently so yeah so they're
they're largely the they're still the 17% ecosystem that's that's on unused
with reserve some for future acquisitions and and other contributors so there is
only 1% that we did public sale back then and it was you know a small
fraction of it so that's that's that's pretty much it so I think a couple of
important notes here is one there is a big 20 27 percent deflationary
rewards pool to be burned over time and then to to to a question you know the
teams and and and founders are added this this extra lock in period until
2025 and the investors and in public sales back then it's it's only like less
than 10% were actually claimed gotcha and then what is your plan to kind of
support the chart a little bit besides the burn mechanism of course that you
have because what happens is that as the VCs and investors then they start to
give their tokens you know even if that everything is vested then obviously the
chart you know that it continues to bleed and bleed and bleed so what is
your plan there to kind of support it you know through obviously through the
burn mechanism but what else is on the plate and then do you also have any
exchange listings plan further than what you already have yeah I think I
mentioned you know there are a couple of several actually exchanges that we're
discussing to to get listed one is actually prime one one is actually want
to fast-track this week we'll see if they can actually get it done but but
yeah unfortunately I can't really tell the names until until you know they
actually missed us so but again stay tuned so in terms of like price support
I think the burning mechanism mechanism will be a big one because again so if
you yeah let me just explain the burning mechanism a little bit so I
think I talk about if you make one dollar purchase or help generate one
dollar revenue for the game that one dollar will be used to buy Taki token
from the market right so if you can sort of imagine if collectively our
portfolio games are generating I don't know one million dollar a day then then
that that's gonna be a constant buying pressure from the games itself in the
market to buy tokens right and then the burn mechanism acts accordingly when you
when we buy one dollar worth of Taki tokens from the market and then we work
to the players we will auto burn one dollar worth of Taki token from that
pool right so it's it's it's it's like a double kind of protection on the
price side so yeah so I would say you know between investors and you know
that's that's less than 10 10% and we were yeah we would hope our our our
mechanism design this this constant buy pressure would be the strongest support
for the price and and like I said you know many of the previous investors are
super excited about this new direction and you know you know they will they
will try to ride this together with us for the long run
really good questions there later trader did I say hand up from you before Lucas
uh yeah you did it was like two and a half three miles ago sorry I'm what I'm
outside exercising right now pretty sure was three miles ago so yeah man not many
people are like going back to the part that's like one of the most important
things here you did the right thing to actually onboard users into this game
you hit all the mechanisms that nobody really cares about it's actually
genius you guys are you guys are like they speak creating wallets you guys are
doing the crypto and be like behind the scenes you this is actually a viable game
like this is a big deal and I don't know like this is just something nobody's
doing in the space right now so I think people should be like celebrating
this scenario yeah you're not as well-known amongst this community but I
mean it's just easy put someone in charge of your marketing like someone
that actually is in your like basically directly connected to your marketing I
want to see you win before you hire an agency or anybody else give anybody
else money make sure there's somebody in charge of that spend and make sure
you're doing it the right way and people actually the person that's in
charge of that marketing knows what's up knows what to look for in terms of
analytics those look for in terms of KPIs on top of that though man this
game sounds like it's really really gonna it's gonna be unique because of the
central life factor of this and there are gonna be people in this in this
category they're gonna be like oh it's centralized I don't wanna play but
those are the purists you're making this game for everybody so don't make
this game I'm sure you guys already thought this through there's two
messages here one is for the purists hey we have all this and tokenomics
this and tokenomics that nobody else cares about that that you're gonna try
and onboard your user acquisition and retention strategy is gonna be so much
easier because you may you put all the pipes behind the scenes because nobody
cares about those place and you're just gonna make a good game now the
question to me question you is is it gonna be a good game right so where where
can we see where can we see the good game being played because that's really
people care about because people who will play a good game and it doesn't
matter if you have a shitty product it doesn't matter how many marketing dollars
have you cannot shitty products successful I mean period that's the way
that's just the way it works yeah so go ahead yeah if you could tell me like
where can I play the game I want to play it I want to see how good it is yeah
you know that's the real metric here it's a good game yeah I'm I'm I'm really
glad to hear this resonates with all the web 3 believers that you know we're
not here just to speculate and trade and we're we're here to bring long-term
sustainable value through innovations and and all that right so I think I
think for marketing and and all that you know that's that's probably one area
that we want to build together with the community that we're still sort of new
to to the scene to the web 3 game scene so Poppy and others if you guys
know good companies people resources let us know we we need help here but you
know when when it comes to the product I think that's how that's actually our
our wheelhouse so if you go to Apple or or or you know App Store or Google Play
Store just search for board button that's B-O-R-E-D board button it's it's
basically this big red button on on the bottom corner of the game and it
randomly gives you this casual game that you can just enjoy it and when you feel
bored or you don't like that game you just push that big red button then it
gives a new one right so so that's I think I think there are over 100 games
that's already in in that in that in that collection and then we are adding
more games to it including some of the NFT based game just to make a full
collection right not just limited to to the previous ones so so there was another
one called mom's kitchen so if you go in and then search for mom's kitchen that's
a really high highly polished quality casual cooking game 95 90% of the user
base is female so it's it's it's really really addicting game to to play so go
ahead and then and then and then search for that I think that they want retention
for for that game is like you know north of 40% so if you're from game
industry you won't understand that you know they want retention of 40% is
pretty strong metrics so we are so the two games collectively have about 50,000
or 60,000 D use we're actively working on integrating our on-chain SDKs to bring
those user wallets and token off operation the whole suite ready to work
so in the next several weeks three or four weeks you will see our numbers
climbing up like rockets on the up radar because right now we're fixing some
small issues with our SDK so our numbers are not tracking correctly but yeah
that's going to happen pretty soon in in the next couple weeks beautiful button
and mom's kitchen go ahead and try those games out yeah yeah board buttons
one with a ton of downloads we've got about five more minutes here just one
time but go for a poppy yeah I'll keep it brief yeah I definitely can agree with
Lucas for sure I want to reiterate you can have shit-ass products you can make a
billion dollars with marketing but you won't have sustainability if it isn't
enjoyable so number one the game does have to be enjoyable so you have user
retention and also as well Lucas totally 100% you guys need a CMO that
lives eats breeze web 3 in gaming and is an incredible you know people person
incredible speaker that can go out and represent the shit out of you guys
because you've got literally a rumbling ship about to explode and you guys need
to be known about and so you've done something like Lucas has said that a lot
of other games will never do or haven't done or can't do you guys actually have
a product you have all of the backing all the support so you guys need
something to help you take off so definitely yeah send a message I would
love to help in any way that I can and we can have a conversation about
maybe potentially advisors marketing companies kl's any of those things
because you guys are something that can blow up for sure you just definitely
need some support that'll be awesome thank you puppy beautiful hey miss
Gecko go for it oh I was just gonna say following up great conversation by the
way I love where the gaming community is going but how did you realize I guess
when did you realize like we need a community behind us that that really
intrigued me when you said that comment earlier yeah you know coming coming
from web to traditional gaming there's there's no concept such as community
right so first we thought oh that's just the you know the customer support
and then turns no no that's not like though those people are not your users
right so they may be using your product but they're essentially your now
now I started use community community members to mean what I mean but back then
we had just no idea I think I think the first you know realization is when me
personally working on the NFT project which is you know even a much smaller
ground that's that's right so that's where I really learned about what
community means because now looking back at the whole PFP market crash and
everything else but when it had its run it's basically you know the people who
believed in your narrative your your design artists your team the whole thing
the whole suite right so that's that's where we really learned about community
that the core concept of what that means ending and the importance of it
right people yeah because people did help with with resources ideas and
initiatives you know a lot of came in to speculate which is which was fine
right you filter out together real believers of the project and you work
with them and then you grow you build a project together with them I think that
was when that was a year ago year and a half ago about that time so yeah but
I'm really appreciative about that that for that experience for me and the team
to grow into like more like a web 3 developer versus you know sort of come
into the space and not knowing and I'm only only knowing all the web 2 stuff so
yeah so perfect hey we're right here at 11 29 and so we are gonna move into a
little bit of wrap-up just an absolutely star-studded panel up here today great
questions back and forth I think it was pretty clear really nice job by way way
explaining all the answers to our questions there's obviously a lot of
interest here wait wait let me turn it over to you any other commentary thoughts
things anything we didn't have a chance to cover that you want to go over here
no I think I think this is a this is a great great session with with
questions I think we covered all you know a lot of the bases I think I
think for for what we're doing currently at this stage go try out our
games you know provide feedbacks and then as we roll out our on-chain features
you know and then the the whole earning experience to let us know how what you
think and also if you believe in what we do what we're doing please reach out
for ideas and feedbacks and suggestions or even you know resources where clearly
you know strong in certain things that we can in some things let's build this
thing together properly like a real web 3 project perfect I encourage everybody to
go ahead and give way way talkie games the rest of the crew up here all follows
especially if you are at all interested in the world of gaming especially what
three gaming being done right that's gonna do it for this morning spaces I'll
be back on spaces in 30 minutes to talk about Tesla take care everybody and
thanks for tuning in if you have any questions you can DM them directly to
the team thanks way way thank you everyone thank you all bye bye