The Alpha Morning Show Ep8

Recorded: May 30, 2023 Duration: 0:47:48

Player

Snippets

We get a weakness you gotta see this I remember sir I'm saying with just a gram of loud with this but nice to nico with some counter press but now I'm counting this from a jungle my account and this is back I'm down in this I'm saying with my
I can't wait to bend me when she let me get the edge trust Pull up on your black and break it down and play it in ten shots AM to the BMP on to the AM phone
I still got my city's phone, I still beat the greatest phone My left stroke just went viral, right stroke, put a baby in the spiral, so brand on CV like to keep it on the high note, it's levels 3 and I'm not going to be able to do it
♪ Sit down, sit down, sit down ♪ ♪ Sit down, sit down, sit down ♪ ♪ Sit down, sit down, sit down ♪ ♪ Sit down, sit down, sit down ♪
Sit down, sit down, me on the pitch, sit down, me on the pitch, sit down, me on the pitch, sit down, me on the pitch, sit down, me on the pitch, sit down, me on the pitch, sit down, me on the pitch, sit down, me on the pitch, sit down, me on the pitch, sit down, me on the pitch, sit down, me on the pitch, sit down, me on#
I make a play fucking up your whole life I'm so fucking sick and tired of the Photoshop Show me something natural like ever wrong But you're proud, show me something natural Like ass with some scratch marks Still until you get right down your mama, y'all get all of that Hey, this shit way too lazy, hey, you do not get it wrong
I'm a fool from ACA, Obama just pays me eight, I don't fabricate it, eight Most ain't got me breaking eight, I say modest bout it, eight She ain't laughing for ready, eight This day great poop on the AV, yonder dead top, eight Watch myself speak, you let the men's dumb, eight If I kill a nigga, it won't be tough
I'm the village nigga after all Bitch, be on bool, bitch Sit down, bitch, sit down, bitch Sit down, bitch, sit down, bitch Sit down, bitch, sit down, bitch Sit down, bitch, sit down, bitch Sit down, bitch, sit down, bitch Sit down, bitch, sit down, bitch Sit down, bitch, sit down, bitch Sit down, bitch, sit down, bitch Sit down, bitch, sit down, bitch#
Sit down, sit down, sit down, sit down, sit down, sit down, sit down, sit down, sit down, sit down, sit down, sit down, sit down, sit down, sit down, sit down, sit down, sit down, sit down, sit down, sit down, sit down, sit down, sit down, sit down, sit down, sit down, sit down, sit down, sit down, sit down, sit down,#
Please, and gentlemen, may I have your attention please, it's time for the final countdown.
What's going on everyone how are we this today it's uh
It's been a good day. It's been a good day. It's been a good day. It's good evening as well. Good evening to all the Australians out there. I got plenty of stuff to talk about on the show today. Welcome to the aforementioned show. We do this every Sunday to Thursday. Yeah, plenty of stuff to talk about. Inscriptions. They hit 10 million, which is cool. You know,
They they celebrated it by getting 10 million B.R. I guess it was a BRC token called 10 million I got completely roadbikes I'm interested to go through that explain What happened there with me and and how everyone else's experience as was? I've explained to you as retracted a bit, but it's still holding strong paper down to about 500
back up to about 650 last time I checked. They did actually get listed on CoinGecko as well. Yours truly number two influence are in all D-gods, NFTs back so it tells me. Cause seats to pump, I fired at them and they pump like 4-cell which is almost like a 2x from where they
work. So, you know, apparently there's some influence these days. Scares me too. A good friend, Boravik, Boravik.Earth, even though he has about half a million dollars in his Twitter banner, got some donations for our phone. So, you know, we'll talk about that as well. The jelly rascal's wild event, it finished up in Bali.
some really, really good footage out of that as well. Shout out to all the guys there putting out all that content from there. I know they've been drinking a lot. So, you know, some of it was a bit shaky, but no, it was good. It was good. It's good. Yeah, so plenty of things to go through on the show. Shout out to our partners, Gambles as well. You know, fastest growing crypto.#
you know in the world all the best games I blew up another like 200 bucks on Plinco last night fuck Carl last what are you doing to me man you put these games out I lose all my money I make it up on no expt and then I lose it marketplace you know if you if you got loyal like laudier rewards go to the marketplace
pickups, man, if he's vouchers, you can turn those vouchers into more money. Tell me, print. And I also saw today in the gambles discord as well. They actually someone won some money on a phone browser. And I was like, I don't think I've seen anyone ever play on a phone browser. And it actually looks so good. So shout out to them. I said partners of the stream. The
space, do it every day, Sunday, well not every day, Sunday to Thursday. Drew, how's your day being man? I mean not too bad actually, I got to work from home today, we had no operations on so I kind of just spent half the day actually just doing web 3 stuff instead of my day job. I basically usually
chat GBT to do my entire day's worth of work within about 90 minutes and then just had a bit more of a cruiser day. So, you know, AI for the win. How's your name, bro? Oh, dude. So, as I said, the 10 million inscription happened and they put it at a BRC token for it. So,
This is my experience. So I, I minted one with my wallet, alright, because the cat was 2100, alright, so I minted one with my wallet, went through perfectly fine and sweet. Now, I have a good friend, he's actually in the audience at the moment. Many was telling me that, you know, if you, if you could capture, you know, pay by invoice.
All right, I'll do that. So here I go. Pay by invoice about 15 times. I pay about 15, probably 12, paid about 60 bucks in gas in total, because I just selected normal. I then receive 12 times 2100 BRC tokens of 10 mm.
and I am a static. I'm watching this thing go up. I'm loving my life. I'm like, I've just made a bag. Your boys, your boys cashed in. I'm gonna go buy myself a new phone 'cause my current one overheats. You know, all the good stuff. I'm trying to figure out why UniSat doesn't recognize these things. I'm like, hang on.
I had no problems with the LXBT, the original 2100 I got out of the mint with wallets fine. I'm thinking about it, so I go to my guru, I go to Manny, I'm like, "Manny, explain this to me, I've got no idea what I'm doing, I think I've just been rugged." Sure enough, people would chose a lot more gas.
than I did and they obviously front ran me. And yeah, so I've got about 21,000 of 10 mm BRC token that's absolutely worthless and can't be sold. So I got rugged. I mean, at the end of the day, my 2100 that I actually had, the one that went through paid for
or the gas. I didn't lose any money per se, but it's just another learning experience. And it did set feels like we're in like the stone ages. Honestly, like the layout, the UI, the UX, it's horrible. But I'm here for it, and I'm here to make money. And you know, if that's where the money is at the moment, I'm here to make it. So that was my experience.
So with that as well, we have got some new speakers. I've been trying to get some new speakers up here. We're going to head over to Nate. Nate, how are you going today, dude?
Going good going good glad to be back on the alpha morning show episode eight quickly becoming the top alpha show on Twitter everybody so good to be here. Thank you for having me
me. Jared, great time, great community, great vibe. I just, you know, there's a lot of different Twitter spaces to check out in the morning and I feel like this one's a good one because you guys welcome everybody and it's just great.
Yeah, dude, that's the main thing. Like, as I said, I've been trying to get some more people up. I don't care if you got like 300 followers. You got something to say. I did come up and say it. I've got a question for you, Nate. As I said, you are our resident, uh, Ethan Maxi, half half dude. Did you send money to barbic for his phone? Be honest with#
I don't know if he was being serious.
I don't think he needs my 100 bucks. Yeah, so to give you the low down, I believe it is real. I believe it is actually real. From what I've seen on Twitter and Twitter is the source of all good information, it's never wrong. So take this as gospel. The guy asked for a phone because he's
phone was overheating in his spaces and he put out a wallet address and he got roughly about two or three a.t. within about an hour. He then bought his phone. He got a nice phone 14 pro so he's got an iPhone so he's going right there.
But the thing is, he had seven ETH in his wallet already. So, you know, I don't know if that's all legit. Ask him money from your following when you've already got money in your wallet. And yeah, his banner has about $500,000 worth of him and his T's on it. I don't know if he owns them.
I mean he stills everyone else's photos and pictures and tweets so he may not Actually own all of those things, but if he does sure enough he doesn't need our hundred dollars. I don't think That's a good point. I mean we don't really know that he does have those NFTs He just puts them on a banner and that's like
customary for us to believe like oh well therefore he must have a crypto punk or whatever but I feel like it takes really big, pretty big guts to say that you have a crypto punk when you don't really have it you know what I mean like that's a big problem but I don't know he neither here nor there but if you
Have you seen he's ammo dude? He literally just steals everyone's tweets and like takes him as a photo and then and the best thing the best thing ever is I actually took the tweet I took a photo of it I just borrowed victim like like he does that run else and I literally just put it and went Are you serious and I just put like a sigh and that that tweet
pop it off dude I'm on that engagement farming train I'll tweet whatever I have to do to get that engagement. So 10, so tenant, how are you my friend? Yeah, yeah good morning guys. What are we talking about today? Like we
We got we got we got bonk back in business here. I think we should all just be be focused on bonk right now I don't know why we're talking about some eath maxi taking money from his followers, you know what I mean? It's just it's not a good way to start a Tuesday so See how let's just move the conversation of bonk guys
Hmm. Yes. Are you anyway paid by Bonk? Just asking. No, not at all, dude. I'm a Canadian girl. You talking about? It's wild. Because like, you come up here, right? No, I'm a very nice host. I like entertaining people.
But you're trying to tell me how to run my show, man. No, no, no, no, I'm not paid by Bonk at all. Did I'm Canadian, man? Wait, wait. What does your having been Canadian have to do with you shilling Bonk or not? I'm terribly confused.
I don't know about it. It's just like a Canadian. You know what I mean? It doesn't really.
What do you mean man? Oh the bomb dude. I'm Canadian man. You're ripping. Come on you guys are stillers out there right? I just got my hold on got my lemon-cush hybrid and roll this shit up. Okay. Okay.
We're gonna get off the weed topic. There's no alpha about weed dude seats was the alpha I pumped them false all my own I'm taking the W there broccoli man AKA I come in what your name used to be but you're a broccoli symbol now dude. What's happening my dude?
Ails poetry, but I think a couple things. Bunk has been ripping the past couple of days, mostly because of the burn pretty much out. Like the burn became something and then it's became speculation and hype over on the eaveside nap amigos has been pumping and decent
trading. I don't know who the fuck has money on EAP after Syop and Ben token. I think it's just fucking Ben sleeping himself. That's like the rumors that everyone's been saying. And then over on the sole side, I think mostly everyone is just chilling trying to build and trying
trying to just outperform the PVP and that's pretty much it on the sole side and it's just like everyone's trying to keep that last shit token alive till all the liquidity drives up. I do agree. We spoke about this bit yesterday actually. Ben's just got a cycle man. He literally cracked a coin, he had dropped it to people, it pumps
two or three X he leaves it goes next and just rinse and repeat. So I think the third one is going to be called loyal and then I heard some offer that the fourth one which is the final one is going to be called finale. So you know maybe two more cycles left to bend and then hopefully that cycle stops and we can move on to better things in our life. Leo what's happened to my friend?
Yeah, I have a question so many people are jumping into the BRC 20 wave and they're launching many projects. I mean, I was an obvious one if we look at the hype it had so my question is like are you guys
So, I do what every smart trader would do. I look at Twitter.
Travis should 10 am today. I, I, I've been, I've been, you know, but yeah, I think I mean, there's, if you go to like any Alpha Discord, there's like list tier lists everywhere of what exactly is what people are looking for. I think Bitcoin bears is one that a lot of people are talking about.
I mean it's just gonna be like this crazy ride for the next sort of month right where that you know sort of like shit coin season in a way where just everything popping up all at once you're never gonna keep up and it's just liquidity gonna be moving one to the next. There will be some really strong plays in there like there'll be some pretty good ones and the other thing is
well is that all these, what's with all of these dead projects from like 12 months ago, now coming back to life and going, by the way, we're just going to do like a small, uh, ordinals collection, you know, I know Carlos is in the audience that did. What do you think, dude? Jelly, jelly ordinals, maybe? I don't know.
it. No, don't do that. Please just don't do that. Yeah, thumbs down. Real good. Jack's thumbs down too. I agree. Just do these projects all of a sudden. Just want to launch a Bitcoin. It's just such a fat, I guess. Yeah, man, I think if you just watch Alpha Discord, you'll see like a hundred
projects. Who knows which ones are going to pop off and which ones which are not. OXBT obviously is the obvious choice. Audi which is the OG sitting around about nine bucks at the moment is it obvious choice and the rest is just follow the hype train wherever it goes. Broccoli what's happening man?
Oh yeah, so I was checking this but I think really realistically if you're doing ornals Pick people that you trust and have long-term vision because at this point like it's innovative tech but you'll
literally melting gold coins. You're melting gold chocolate coins, right? It's shiny, it's pretty, you have fun for a second and the value just disappears. So it's really just saying who can really
flip the narrative of Bitcoin Maxis that hate Orinals to actually support it and there's only like a few people that can do it like Odie from Taproot Wizards or even like ZK Sharp who's been killing that recently
Yeah, there are definitely no I'm definitely like obviously a few really top end I mean chart through from me has these bandits as well. There are actually some really strong projects and if you got into them early enough, I think
like a month and a half ago, if you wanted to bend, it's like 0.0, I think that's 0.06, Bitcoin or roughly something like that. You know, like that is like with all the adrops they're getting, because they're just getting adrops for everything, right?
If you got into them at that time, that's where the investment was. But now, I feel this, like, just ride the hype train, don't wax a ton of money into it because it's just literally like the shit coin season.
two weeks ago, everyone's just moving money from one to the next and it's just PVP. What I want to do is I want to pass it over to Jack. Jack is probably still alive from Bali, I'd imagine. Dude, come in, how are you feeling?
Yeah man, all good feeling a little bit sad now that all the whales are gone. It's just me, Carlos, culturally. We're staying here for one more night. Sitting by the pool right now and enjoying the wonderful alpha morning show as always got some food on the
the way so we're just kicking it back but yeah just pretty pretty sad everyone's gone able at least we had a super good week everyone was happy everyone had a great time and I think I can safely say that lifelong friends were made for everyone you know so it's yeah really good and just
just embracing the last night and now before we go back. Yeah, no, as I said, I saw some really good content coming out of there. Did you, um, did you have a favorite moment of the, I think was about a week as I went for? Did you have a favorite moment of the week that you something you got up to or did?
every day with him. Good morning, good morning to that. Yeah, hang on, hang on, hang on. Dude, dude, dude, dude, dude, dude, dude, dude, dude, dude, dude, dude, dude, dude, dude, dude, dude, dude, dude, dude, dude, dude, dude, dude, dude, dude, dude, dude, dude, dude, dude, dude, dude, dude, dude, dude,#
There's a hand button dude. Put up your hand if you don't man. You interrupt again. There's dial consequences. Being kicked off my stage is dial. So let's leave it at that. Go ahead Jack.
Be out as I was saying, every day was great meant to be honest, but I think for myself, when you were last night, it was probably the best we'd ever one year. We had a massive pool party, had barbecue, live music, DJ, everyone just chilling in the pool, just having a good time. So we kicked it off at I think about 4pm and I think everyone probably got to sleep maybe.
We won a m 2 a.m. So we did we did good kick at it And then I'm I'm assuming a couple of sore heads this morning on their flights home But at least they build up a really tiredness to get some sleep on the way home. But yeah for me I would say last night was was probably the best night for sure Yeah, nice sick. I don't know who
who edited that video was that most of that content was from last night whoever did that whoever put that together they literally like need an award because they they would have obviously party to 1 2 a.m. then like either got up very early this morning or or did it last night man crazy crazy effort but no it's very
very, very good. Can't wait to the Australian tour. Her that's in about two months. So it will be very keen to run the Alpha Morning Show live from the party. That'll be a fun time off to figure out some logistics with that. Drusky, man, my fellow D-god, my brother in Christ, how are we, sir?
Good morning my fellow brother and Christ doing pretty good headed to work right now sipping up my morning cup of bang I've been looking also into the the BRC 20 tokens as you mentioned the 10 mm luckily didn't rug me it did tank
the price so it does suck but others to look at they're talking about is a MXCR it's upcoming it has 84,000 followers hasn't minted yet that that could be a play and then as well as like you said the Bitcoin bears and then also I've been hearing a lot about Bitcoin whales so just another the keep on the radar
are. I'm new to all this shit. I don't even know how to sell. Once everybody finds out how to sell, that's when it's really going to fucking tank and we're all doomed. For sure. Yeah, no, I agree. We, as they were told yesterday, 100% OXPT really profited from Salana DJ's not knowing what the hell to do.
there was just too many buttons. There was literally like four buttons you had to press. That's just way too many. That's just way too many buttons. Like there's these to be one cell and then input price, which they still can't do correctly. You see people like fat figuring that stuff every day. Like one button is just, you know, all they need, four buttons too many. Way too many. Go ahead, man.
Also had another question going off topic. I heard there were some Canadians in here, a lot of y'all from Canada. I'm actually going to be headed that way and I believe
August. Is there anything I should like prepare for? I'm from Texas. When weather goes like to 30 degrees, I fucking die. So any tips would be helpful.
I believe there was someone from Texas. They're gone. Are they gone? I thought I'd let them back up. The Canadian. It's not the soul. Yeah, I think it's soul ten. It did. What's what's Canada like my friend give give Drew some alpha.
You know what, man, around this time of year, it's pretty sexy to be honest. It's pretty hot. I'm over here in Southern Ontario, so all the snow is gone. It's just nothing but rainbows and sunshine right now. It depends what you're in.
or something like that. You know what I mean? If you want more of a Texas vibe, if you speak a little bit of French, you know, "Banger", "Escuze poire la toilette", you're gonna want to go to Montreal. If you like strippers, bro. Yeah, bro. If you like strippers in cocaine, you want to go to Montreal.
Brod here said warm. What kind of warmer are you talking about because warm over here is like 90 degrees. Oh, it's fucking like yeah, no, that Toronto is Toronto's good, bro. It's it's good. It's in the middle. It's like it feels like Cali in in summertime.
I think, I don't know, I've never even been there before, so I don't know.
I do rate counter when they're once. Never again. It's really cold man. I went to like really cold section. It might have been through the winner. But yeah, Drew, my friend, my fellow youth holder. How we going dude? How's the, how's the Smith plays? How's all the plays going? Give me
is up to 7% today. But the one that I'm actually really surprised by from an NFT perspective is Neckazuma Jets project. They've just absolutely pumped up to about 5 sold. But I'm just looking at them at the moment. They've got probably the thickest sellable I've seen in a fucking
age they've got 63 NFTs on the floor at the exact same price all at five soul and I'm like oh my god just quickly is there any chances in A&M and then when when you when you when you hit it said it'll just like move with it or not really or
I was just having a quick look, I've got them on my watch list on Tenser and literally just was looking through it just going. I don't think I've ever seen a sell wall that thick as exact same price before, but no, I'm stoked that I mean
The you know, they've been moving quite nicely in price. I mean neka zoom has probably been one of the go-to projects that I've actually just traded a little bit Just because you could you almost always pick them up over the last like four month period Sub two soul and then flip them for three in a bit soul They've just been probably one of the best points
from a pure trading perspective, but I'm kind of glad that they've broken out of that and now starting to move a bit. I know Jets being hyping up a bit of IRL stuff for Neckers and Neymar holders. I think he was touching base today with they've got there doing some deal with the guys in Thailand who are the sole
distributors with for go pros so they're hooking up some deals for necazuma holders and things like that so yeah interesting you know I'm interested to see what jet kind of comes up with there yeah I think I mean from someone who's held at least one to five necazuma at a time I remember when I bought them bought in like points
my original bag and then sold them at three because you know I'm a trader I take profits man I can't help it right I'm gonna this is gonna be like a conviction play this is gonna be like the play that I'm gonna hold forever and then the price goes up to like where I think like where it's gonna stop and I just have to sell I just can't do it I end up leaving like just one and hold
but I just do it all the time. It's terrible. But now she had a jetman, the dude's a grinder. He used to run the Thunder Spaces like for hours and I think he's cut back on that. But him, Chivas and I can't remember who their other partner is now, but they might be Danny. They're really putting out some content. They're looking, I think they've
more moving towards the content side of things and IRL stuff. So yeah, shout out to them man, they're doing well in Nekka Zoom is just, just always around. So, you know, they're the founders that we like the ones that are always turning up every day and you know, continually put out content and putting out, you know, the vibes and and giving value back to their holders. Gonna go to poetry man, what's happening?
Yeah, I just want to bring up like where it was Neko was very early and it was just like very low entry and then people who accumulated did have like that Jared Momo was like, okay, I bought a point three of what's my selling point and it's just like what
back when like when jelly babies happens like we were stuck at ten soul wall like fucking brick and it was because of stuff happening behind the scenes but it was just like that there was like heavy cell walls because a lot of people got in early at like point zero one before the derog out or they got brought
So it's just like that constant accumulation, but also distribution phase, cycling until like new liquidity came in. And it's just like gonna be really pushing and see if Jack can get new liquidity with these IRL activations. - I think the big thing was,
With Neckas Uma and this is like my only thing with them is I just don't they're not very like They're not very loud right so Neckas Uma I know Neckas Uma because I know jet and you know I used to run a lot of spaces with jet, you know back last year but like I don't really see
A lot of Neckosima talk on the timeline like I wouldn't know what Jets doing like I just wouldn't have a clue but You know I know he's doing something I know he's doing stuff and mainly because I talk him about stuff sometimes But yeah in terms of like he's hold is talking about on the timeline. Yeah, I wouldn't know um Drusky go to you bro
Yeah, just going back on the whole Nika Zuma topic. Just wanted to throw flowers out. Yeah, Dunder, he's always been there, Jet. He's always been there. I was on his basis as well when I first started. I had no followers. I still don't have followers, but still even back then he allowed me to come up on stage.
just a genuine dude. I think he really does have a good project, but it is like you mentioned, his community could do a lot better when it comes to being loud. So yeah, I guess they do have some learning curves and stuff to do there. Also wanted to ask, what are we thinking about Solana and NFTs? I know since
It's D-Gods and you just left it. It kind of has done a little numbers to it. But what are we thinking? Are we thinking Madlads could be a good player? Are we thinking it's just hype and it's going to die? What's everybody thinking about that one? Or a potential project that's on their radar that can do some work.
What I'll do is I'll pass it through first give him his answer I'll leave him talk for a second and then we'll cut back to that just give me one sec go ahead Drew now he's I'll just bounce on what Drew ski is just asking there I Mean just I'm interested to see I guess what is gonna happen I mean I'm still bullish is anything on the Salana space. I think you to D. God's leaving both major
perfect sense for the respective projects and what they're trying to achieve. And I don't think it takes anything away from the Salana space. I always looked at it as a positive that I think there was so much expectation and pressure put on both those projects. It's kind of almost now freed up the opportunity for probably about half a dozen projects to now
you know, rather than be competing for 10% of the Salana market share, you've now got the remaining 90% basically that you can fight for and spread that distribution. And I don't think even it's a case now of any particular project being the new digords in that kind of climate
at the top, I think it's more going to be a bit more of a urban flow between from a market cap perspective of whether it is things like Smith's OkBears, Clayno Madlads, Jelly, etc. It's probably going to chop and change over any particular
a period of time based on announcements that are being made, generally where we are in the market, what Falan is doing, things like that. At the moment, probably over the last four months, my thesis is basically just being completely shifting away from the hype and speculative base plays and actually just
focusing very much on builders, brand, IP, like a much more sensible kind of investment thesis, which is why I mean I've been sort of increasing my positions obviously with rascals, smiths, ok bears, claino, things that I kind of can look at and go, take away the standard Web 3 hype and
noise that gets generated and actually look at what the team is what they're doing does it actually make sense but even then I'm also you know Jared mentioned about taking profits I have all of mine set up in a way that I at some point will be I've got set prices where I will look to offload a couple recruit my original investor
So I can then be completely risk free, but still maintain exposure to everything that I want. Yeah, now I think it's a really, really smart play. I think there's it's really, so I don't think it's really weird spot at the moment. So line of the coin, I think is gonna pop off quite soon. I think June's gonna be really strong.
for like Salana volume overall, but there's a couple of big mince coming, you know, there's a lot of liquidity from everyone who made it out of sh*t coins and then now, be RC20s and this stuff, I think June's gonna be a really big month of Salana. The interesting thing for me, obviously SMB are right out in front, they're like 200 sold, the closest to them's like 80, alright, they#
so far ahead full price wise compared to anything else. I think my personal opinion, and this is just one guy's opinion, I think in a year SMB won't be the top product in Salona. I really don't think so. I just, I feel like the web3 space needs a strong founder, like one person that like that's that project's
that's the person. And if you look at like just the history of Salana, like it just always seems to have that, it's not so much Salana mostly, obviously the biggest one being DeGods, but the thing that's interesting to me is the next batch, right? All of those projects between sort of 80 and 60 and there's like a lot of them, right?
Right, you've got, and now even into the 40-some of retracted bit further bit, you've got mad lads, you've got jelly, you've got okay bears, you've got geckos, you've got all these projects, right? They're all sitting in that bunch and it's which one of those, whichever one breaks from the pack out of those projects, they will be the number one, I think, and Clayna obviously as#
You know, I've I've placed my bets. I've I've backed You know certain projects. I'm not going to show all of the ones that I have because I don't want to influence anyone's decision, but you know I do own a jelly or our school. I do own a cleaner, but you know, that's just that's just me. Um, poetry man. What's happening?
Yeah, I just think at this current ray of slana and fts overall everyone's product market fit has just expired right and to bring in perspectives of what I mean is that like okay bears died from their peak
because the brand met a disappeared, right? And then you have ABCs kind of fall off because AMMs became the pretty much most hated thing in slona for a minute, right? And then you have pretty much
Sharky go from nothing to dirty sol reason because they became a product market fit but who knows when loaning might disappear from the hype cycle from everyone's making money from it and then they're back to 10 which I'm now hoping for it for anyone holding them
or like bullish on them, but it's just like most people have expired their product market fit and haven't bounced back from it. One thing you can see in SMEFS, right, for example, is that they then do much with the white list tool that they had when it was bullish, when everyone's done
and then now they're focusing on that new mint they're trying to I believe and they're having small small bull run on their forged token. So it's just like to really be the next top project like you need to have very good product market fit that really helps ecosystem or brings in money with
like what Jolly is doing for example, our gambles. So it's just something that Nick everyone thinks. Yeah, no, 100%. I think as well is that you've got to be able to adapt. Our ecosystem in general is just so ever changing, changes all the time. And you look at the top projects as
have come before us. Most of them have died. You look at Borrio, Cadragans, 400 Solana at one point. When Seoul was like 150 bucks, now lucky to push 30. SMB still chugging along there. Obviously D-guards is the most prominent one. They have adapted every step
the way and that's why they still are where they are. And now, you know, on Ethan and not on Salana. But Drew, you know the drill dude, you know the time, you know how it works. You've got 30 seconds and then we're going to Gizmo Gazette. What's happened to me? Yeah, I just wanted to actually ask you a question actually on the back of what you said where talking about like from a team#
and projects and like the sense of one individual, whether it be Carlos with Jelly, Alex with Smith, etc. Do you think though if you've got one project that's way in the lead and there's kind of like that one person who is that public figure for that project? That's a, I guess like
I guess a good thing in the sense that the amount of pressure that is placed on that individual to carry the space versus having it spread a bit more evenly around a couple of projects that are then or whether it's a team basis rather than an individual.
and multiple projects then competing in that sense rather than an out and out number one. I think there needs to be a front person. I don't think it needs to be a one-man team. I think it has to be a front person. It has to be someone who could talk, create narratives, show, pretty much be the height
man really like at the end of the day the ecosystem relies on hype like if you're not making noise if you're not screaming from the rooftops in every space that you're in in every video that you're in in any sort of communication you have with the ecosystem in general if you're not doing that you're just so far behind the A4 right and
Classic example, I love this project, but famous foxes is such a classic example. They have the best tools. They have had for 80 months. They have every tool, like everyone copies their tools. They have expanded into the learning system. They have got the swap system. They've got the token
marketplace was massive when it first came out 12 months ago. But they just do their thing and they just make them hand over if his money was and they just do their thing but they just don't really yell at anyone and to tell them. You just assume that they've got this product and it's great.
But when these new people come into the ecosystem, like if someone came into the ecosystem, you're a new person, you come in. And you go, what's my first project going to be? Well, the first thing you're going to look at is how expensive it is. And obviously the dearest ones are probably going to be the best most of the time. And the second thing is what's everyone talking about? What's everyone's excited about?
And that's what they're going to buy. So, you know, if you come in and you see mad lads, any see famous foxes, they're pretty much similar in price. Which one are you going to pick if you're a new person you don't know anything about the space? That's what I think moving forward. Pelletra man, dude, I've got to go. I've got to run the Gizmo Gazette,#
So yeah, so simply put this transitionary CEOs and Frank was a great like visionary But now people are fucking towards our money because he has been building a stable product that is infrastructure that needs sustainability on long term playing that's it
up. Cool. And I think Amani has the thing, he's sort of like Bungelen away where he's, he knows how Web 3 works. Even though he's not the typical Web 3 DJ and he knows how it works and he can just do things like, you know, the Rick Roll thing and then he's Twitch streams are just a full meme. Like he's got that knack of
just making people talk about him, just because of how, you know, he just knows how to push the buttons for Web 3. But, you know, what else pushes the buttons for Web 3? He's the Gizmo Gazette and here it comes. (dramatic music)
Yes, yes, yes, yes, yes, yes, I love that intro. It is the Gizmo Gazette. It is in the jumbo tron. Feel free to go up there and have a look. Shout out to Gizmo 353, putting out that content every day, Monday through Sunday, every day. Like Christmas, his birthday, his grandma's birthday, he puts it out. Pretty much of the stops. It makes you not have#
this called and find out what's happening in Salina. It's great. It saves you a lot of time. So we're going to run through this now. Have a quick chat about it before we wrap. Vibonites, the project that launched the other week releases their new art map. So they've pretty much launched their art, their roadmap, which is what's coming up for them. The fracture announced their BTC ordinal's collection. What did#
These projects, they're just going to make an ordinary project now. Because that's the cool thing to do. The highest burnt, how much is that? 59 million, $1,000 worth. That's crazy. That's 27% of their overall supply. I assume Nana's had a
pump. I haven't looked at it today, but I shimmed hats from that. In cleaner source, everyone's favorite dinosaurs in the Salano ecosystem. They've released a sneak peek of their new ancient, which is like their rare, that will be available in their upcoming mint tomorrow. So, you know, they're having another mint. I didn't even know an own one. So that's the gizmo Gazette for this week.
Tapery dude, tapery dude. Dude, what are you doing? What are you doing my jumbo tron? Dude, I say you could touch my jumbo tron. Come on, bro. That's removed from speakers that is. Come on man, you know, we chill out dude and you know you come up here at the time and I let you engagement farm and you do that to me.
I'll see you tomorrow, brother. See you tomorrow. All right, before we wrap, before we wrap, Jack, dude, what's on the plans for the next 24 hours? What do you have in the men?
We've got to catch a flight tomorrow, get back, get the head down, get back to work, start pumping everyone's bags. If you're a rascal holder, be excited. If you're not a rascal holder, play a rascal. Same goes for gambles. Yeah, that's the plan, man. Just get back, get set up in the new house, get down to work. I'm excited to get back, stream me again on#
bit of fun but yeah the main thing is we've enjoyed our time here it took a little bit of a semi break for a week and then back to action from tomorrow on. Now fair enough man fair enough just a quick thing. Was this Canada's work? Is this just a normal work week for you or is this the actually have to take annually for this one?
Now this was an annual leave called in, called in sick for a week or so to arm sick but now I've came out here a partying. But not still a little bit of work right it's not all all partying you gotta make sure you're keeping everyone happy, make sure all the whales are having a good time.
bit a bit of half and half, not as hard as usual, you know, but still a little bit. Yeah, I mean, your boss must be pretty good if he's giving you any relief for a week due to go to Bali and party out with all these Web 3D gens. Yeah, shout out to your boss, man. I'm sure he's a really cool guy. Nate, what's happening with you in the next 24 hours, my friend?#
I don't know how you do it Jared, you know good for you man that the long show is not easy, you know like you got to fill a lot of dead air and stuff and then I'm like, "Hey man, maybe I should smoke weed." But then when I smoke weed I get all forgetful and shit so then you forget the alpha instead of remembering it.
that's true. That actually is the alpha dude. That is the alpha. So, off after you did, off after. Drew, what's next 24 hours dude? What's happening? Next 24 hours is I'm going to do everything
possible to make sure that Sydney wins the vote on our Carlos's poll for where the Australia meet-up should be. So, Jared, with your permission, can I pin it to the top of the jumbo tron and farm everyone to vote for Sydney?
Yeah, dude at 100% seeing as I live in New South Wales, you can definitely do that. Yeah, do you throw that out there dude? Yeah, okay, I see you laughing But no, next 24 hours for me probably
just more of the same staring at charts and actually think that I'm doing something. Fair enough, fair enough. Paltry, I know it's really early for you, dude. What's the day going to stop for you over in the US of A?
Yeah, so I'm in New York and so next week is the New York hacker house and so pretty much gonna put my head down, learn about the ecosystem a little bit more, what's being really built out and what's gonna be really showcased in this hacker house and just take the opportunity
to network with builders within the space. So just like running the landscape and what's being built. No, no, 100% agree, man. I think those hacker houses, if you haven't been to one, go and go to one. There are so many cool people there and all the different ones all over the world.
It really gives you the idea of you know where we're heading and what's coming up, but that's gonna do us for today. Thank you all for coming. Appreciate it all. Follow all the speakers. Follow all the people next to you and yeah
I'm going to go just so everyone knows I'm going to go and look at some dots and some fall down a couple of flights in Plinko probably lose another couple hundred dollars there. So have a great day. We'll see you all tomorrow. Say hi to you, man for me. Peace.
aggressively
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