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THE DAILY ALPHA♻️
Recorded: Aug. 22, 2025 Duration: 1:23:00Space Recording
Full Transcription
Thank you. Yo, what's good, MFers?
How we doing?
How we doing?
How we doing?
It's August 22nd, 2025.
It's Friday. It's the last show of the week we are hosting these spaces every other week from tuesday to friday and it's friday
but you guys are probably all happy that it's friday thank god it's friday um next week we'll
be back to the tuesday through saturday schedule but we will be hosting these spaces from 11 to
12 depending on the conversation but obviously you guys are more than welcome to come up on a day like today it's a bit euphoric
so feel free to request up i have some topics you want to discuss you want to actually comment on
the current situations we love you to come up as long as you're not chilling your project
obviously if you guys want to sit down there and listen that's more than acceptable but also use
that comment button down there in the bottom right-hand corner
You guys can comment on what we're talking about
If you guys have a topic you want us to discuss tag me or chief and we'll pin it up top and we'll have a discussion
Obviously a like a repost will go a long way
Like the space if you like the space like the space if you don't like the space if you're here
You like the space or just like it and then allison's thread up top everything you missed yesterday
Put up there in the pin thread.
Thread's great.
Lots of alpha, lots of macro, lots of new projects, just in general. It's a nice little thing to keep Andy on your side to kind of revisit and kind of test what we've been talking about,
but also use for your own resources.
But obviously, you've been living under a rock.
You know, everybody's been talking about Jackson Hole for the past week and a half.
And what do you know?
Wasn't as bad as everybody thought.
And as soon as he fucking starts talking, the market goes from these pico bottoms to
these kind of crazy parabolic green candles.
I think it's just more that the charts do what the charts want to do.
Well, I was showing on my live stream yesterday, just talking about this in general.
We've hit these kind of support levels that have been resistance for four plus years.
I mean, 112 has been resistance before.
And now we kind of tested it this week and now flipped it as support.
And then you see the bounce.
Same thing with Ethereum.
Earlier this week, we tested it at $4,000.
It didn't even get back down there. It stayed pretty heavy at $4,200. And we tested it and now we blast it
off. I mean, if we go back a year, two from now, and we look at these charts, people are just going
to pull up the resistance levels. They're not going to know what the news happened. And so I
think what happens in these situations as people overreact to the news, but also whales and just the chart does what it does.
And we just kind of correlate,
this is the reason why the chart's going down
is because of rate cuts and these percentages.
And we have asymmetric news now all on our phone
and the chart was gonna do that anyways.
And so the faster we got down there
and tested that previous resistance as support,
the earlier we can rebound and kind of go back up.
And now we're kind of back
to where we started earlier this week.
And this kind of shows you how grateful you are at current prices.
Sometimes when we're sitting at 117 or 4,500, people are like, oh, great.
Let's go to all-time highs.
But when you go down to those lower levels like 112, you're super grateful to be back at 117.
So I think the charts just do what the charts do.
The news kind of exacerbates the situation and uh now we kind of showed that these current uh previous literally because we're so
close to this bro and the news is so instant like you know the hyper i guess ability of of
transmitting information right now and so i mean most people if you invest if you're anything like
that they would be just at work
You know like shit like that like they just go to work on a regular week and you know
Hey, I checked my investments this weekend. They were good and by next weekend. They looked exact fucking same
We're over here. We suffered eight different roller coasters up and down within the same week and
Announcements and dips and shit and then you know but your traditional retail
they check their shit maybe once a week you know maybe twice or something you know and it's
completely different to them it's like oh yeah we're in the same spot man this crypto shit's
not even moving we're at the same 117 we were last sunday what is this you know and it's like
yeah bro i know so isn't it crazy that we'll look at these charts from a year from now,
we'll have the charters drawing lines,
and like, see, we bounced off previous resistance right here
and used it as support,
and no one will even remember that this was even news.
You know what I'm saying?
So it's just like funny that like we look at these charts,
and we're like, oh, dude, look at these levels.
Look, we're holding support.
But like the reason why we bounced is because Jerome Powell spoke.
But you could say that Jerome Powell spoke as a reason to bounce about or you can think that the charts were gonna bounce anyways and this is
what just the macro market does or what the market does so it's very interesting
today or tomorrow I don't know dude yeah I think so I think we get a new
moon so that's adding to the the spookiness and the lore.
That's not typically good. But I mean, obviously, you guys probably saw live streams, this and that, what's going on.
We basically yesterday in the middle of the day, we dropped down to a 74 percent chance of a rate cut in September.
As Jerome Powell spoke, he was using jobless claims and unemployment as a reason why they're changing their policies.
He didn't automatically admit that he is doing, but the change of policy, people assume that that means a rate cut.
So we skyrocketed from 74% above 90% on a rate cut in September, which is almost guaranteed that we're going to get one in September, which people were kind of skeptical of yesterday.
So now we're just like, OK, now we're getting a rake cut.
How bad do we need a point five?
And I don't think we're getting point five.
We might get JP Morgan and them say we're getting four, which would mean there would be a point five sometime the next three.
I saw that motherfucker eating his words, bro.
What was it?
Morgan Stanley going crazy over these last two days.
It's not happening.
It's not happening. And then now full reversal.
Yup. And so they also, I thought that was interesting. I got this from CryptoRover, which I didn't really watch it. I was just kind of listening to people they're talking about.
The Fed just admitted that they won't stick to a 2% inflation rule anymore. And guess what? That means more inflation, more debt evaluation, devaluation, life getting more expensive for you. Here's the scam. Inflation makes U.S. debt cheaper
over time. Your U.S. dollars lose purchasing power. Meanwhile, the ones printing the money
never lose. The U.S. has over $34 trillion in debt. High inflation eats away at the number of
real terms. So yeah, they want inflation. It's literally part of the plan. For normal people,
this means groceries, rent, and everything else keeps going up.
Your savings are worth less and less.
And it goes that Powell confirms the Fed is moving away from the rigid 2% inflation target.
In other words, higher inflation is here to stay.
Load up on Bitcoin while you can.
Well, because I mean, now think about that, too.
I don't know.
We didn't talk about this yesterday, but this happened, I think, yesterday or from the day before leading into yesterday.
That the United States buys back $4 billion worth of its own debt because people weren't being able to, well, people don't want to buy it anymore, right?
Because, once again, I mean, we've been educating on the show for the longest.
It's not that they're scared they're going to default on the loan.
It's that you're getting paid back with
basically chucky cheese bucks right and and every time you get paid it's more chucky cheese bucks
and the loan is still increasing right or the debt is still increasing but i just think that
this is interesting that we're now starting to get i mean hopefully they burn it bro i mean now
we're doing buybacks and maybe we can get the government to set up a flywheel and they can start burning some of the debt off. And that way we can pump the dollar
and just make it tokenize it. Right. Because I don't know what else you can do at this point,
besides try to offer buybacks, because China, BRICS, all those nations, they went away from
buying U.S. debt over a year from now. I mean, over a year ago, I'm sorry. So it's only going to increase
that people are seeing less and less value in holding or getting paid in dollars in perpetuity,
right? And having to find something that offsets that. Yeah, I saw that too, that no one wanted
to buy it. Then also, I think something that's pretty concerning, which they have to print money
is the Fed reverse repo is finally winding down. From my understanding, this is like a vault that they can use to pay off fucking people
and loans and shit like that.
And it's pretty much at the bottom of its kind of account here.
And so to reestablish this repo, to make it go back up, they have to print more money
and fund it again.
So when they say, oh, the two things that the Fed can control is unemployment and inflation. When
they deem that inflation isn't a main concerning more, 2% isn't the goal, that means inflation can
go a bit higher. And now their main concern is unemployment. We saw the unexpected uptick on
unemployment. So now they're just looking at unemployment and that's out of hand. And so now
they're going to do cut rates, which I've showed you charts in the past. Typically, the rate cuts happen on unemployment, not typically inflation.
So they need to refund the repos.
Obviously, inflation is out of hand in general.
And if they're going to print more money to fund this repo, then they know that inflation is going to go up.
So they're just going to try to put out the fire with unemployment.
So this is all.
Inflation is great for Bitcoin, right?
That's the main marketing pitch for this shit forever and ever. So if they're going to print more money, just like when they printed
the big, beautiful bill printed $4 trillion, Bitcoin went up when they start turning on that
printers again, which is going to be quantitative easing, which we've been in quantitative tightening
for the past three years, that's going to make the market rip. So seeing that them buying their
own debt is not quantitative easing is very similar to it because they're basically saying, Hey, no one wants this. We're going to use our own money to buy it, which is
kind of giving hints that the money printer is about to turn back on, which has always been great
for Bitcoin. So ultimately, it's good. I had a chart. Obviously, I pinned up on three or four
days ago. I mean, it's probably one of my best performing posts I've ever had. It has over 34K views on it.
It was just a chart showing you how we dip into Jackson Hole and rally after.
And it's basically lining up that we dipped before Jackson Hole and now we're rallying after.
So it's all been lined up.
This all happens.
And now we're just kind of figuring out when the rate cut's going to be.
And now it looks like Ethereum's kind of taking over here, dude, is great um ethereum's up so nicely too i mean this morning i woke up daily market checking
and i think uh soul was at 178 177 teetering and eats still at 42 strong bro like which is
last time soul got to this 176, 178 ETH,
did that little dip to the 4100 range.
So definitely outperforming and showing relative strength.
Yeah, more strength than Bitcoin, which is ultimately what we needed, guys.
We needed kind of for Bitcoin to take a shit,
make it not be as strong, and then people are aping Ethereum,
which kind of you know we that
eat btc uh chart to kind of go parabolic and it's been hitting resistance so i think it's
now probably breaking out here and that's good for kind of this last phase you know we got three
or four months left of this hopefully if you believe in the four-year cycle and uh it's kind
of looking good um and you know obviously this week felt bad um but as soon as jerome powell speaks
everything changes and everything was overreaction and the charts are going to do what the charts good um and you know obviously this week felt bad um but as soon as jerome powell speaks everything
changes and everything was overreaction and the charts are going to do what the charts are going
to do so i know you guys all seen it you guys have all heard it you guys seen it all in the
timeline if you're here you're pretty tapped in but it's a good day to see god candles it's a good
day to get you know revived and hopefully you didn't go lower and test lower levels so it's a
good day in general and obviously, Trump's spinking today
in like an hour or something.
I don't know if that has something to do with the
Zelensky-Putin thing, but this
motherfucker was probably expecting Jerome Powell
to tank the market, so he wanted to do something to recover it.
Now that we're pumping...
He got to throw gas to lean on that motherfucker, bro.
That's what I'm saying. Maybe we go even higher
now that he maybe had some cards close
to his chest. He was helping to rebound the market. Now that we're pumping, maybe the census is even higher.
I always had faith he was always going to do the right thing.
I just needed a little bit of pressure. And here we are.
Did you see that they're trying to fire that Lisa Cook girl that's a Fed governor?
She's basically has some kind of mortgage thing that she's doing. And so,
I mean, Trump, if Trump doesn't get in his way, he's just going to find board members on the
Fed governor board and just start getting them fired. And so he'll just appoint new Trumpies
and then have these descendants go from two to three to four, which has never happened.
And to just make Jerome Powell capitulate without actually firing him.
So he's basically, I don't know if that's the,
what's going to happen at 12 o'clock, but he's told that the fed governor cook, if she does not resign,
he will fire her.
So she has some kind of two apartment mortgages in Michigan.
I don't know what the fucking details is.
You can indict a ham sandwich, but they're like, Oh,
cause she's a fed board member.
She needs to be Scott clean and she needs to go.
And you're already seeing two dissenting governors. And then one
resigned a day after the job employment numbers come out. And then he employed somebody from
Mar-a-Lago. Now he's getting rid of Lisa Cook, which is Democrat. He's going to appoint a Trump.
So you're going to have basically four people descending against Powell's decision if he
doesn't do rate cuts, which is basically confirming that there will be a rate cut in September. So
lots of it sucks, dude. It sucks that we have to get a till the wheels fall off literally when the
wheels fall off the music you know it doesn't it doesn't it kind of suck that we have to fucking
be so concerned about this boring macro shit like i mentioned this earlier i had a post earlier of
like the main thing that everybody gets into crypto for is it's decentralized finance, but we're no better than traditional finance.
Yes, crypto is open every day. It's more efficient.
But we're ultimately still slaves to the Fed and what the Fed does, just like we were in traditional markets.
It's like we have to sit here, and what Jerome Powell says, that's when the market moves.
Yes, there are decentralized protocols that take loans out.
Yes, there are decentralized nature.
But the space itself still moves like traditional finance.
And we are still slaves to the systems that crypto is deemed to be, you know, getting away from, which kind of sucks.
But I do think that that could be not necessarily a jaded perspective, but one more so for us here in the united states
right i mean ultimately crypto is worldwide and i think that other people yeah they are dependent
or see the united states having a big influence or trump more so this cycle than obviously
beforehand but these are to them an anomaly right i mean last time you had biden doing the chokehold aspect and hitting these
places but a lot of those bigger players had already left or were figuring out alternatives
to continue pushing that kind of crypto narrative or revolution forward even if it wasn't in the
united states right so i think that that's ultimately uh i, an interesting thing for me is how is it viewed in other people or other countries as dependent on our news as we are, you know?
Or are they looking for specific things in maybe like Dubai regulation or, you know, and stuff like that, right?
Because then you got the Chinese people, they get their shit banned every couple years.
So they're on a whole different battle than you and
i you know they're like fuck government again fucked us yeah it's true i mean it just kind of
revolves around the united states it seems and if you're in other countries you're probably like
fucking even more and depressed than we are damn we got china banning our shit or we are the uk
basically need to kyc and everything and then thank god america fucking did
something so it does revolve around the federal reserve and a lot of the money's here so i could
see why that happens lord what's up brother thanks for stopping by this week how we doing brother how
you feeling obviously green candles make everybody feel better especially on a friday brother yeah
real quick y'all ever have a hard time getting your pancake mix right like i think that's probably
one of the hardest things i've ever done in life i never get it right bro it's either too chunky or too watery and then then i
got whole size skillet pancakes that's a skill issue bro it is and then you know you said that
you can give the ingredients of baking a cake but don't mean the cake gonna come out yeah bro that's
what i'm saying like i got all the ingredients and i go through this every pancake it gets better by the last one but the first two are hella doughy and fuck me up bro but
well imagine having access to chat gpt and the camera and you still fuck it up my guy so
that's kind of crazy that you're not utilizing that camera side of the chat gpt to make you
make sure you're doing the right proportions to get you take a picture of your shit and be like
no you turn around the camera and you can live stream what you're looking at and you say is this
are you doing this bro because if you are we gonna have to talk like are you including them in the all
her i don't know what it is what do you consider it's a lot more efficient than taking a picture
so like say there's something wrong with my car i turn over the camera view and i'm like what's
this making sounds like oh that is the that's, that's the belt. You need to change the
belt. This is how you take off the belt. So it's like having it live viewing for you. You can like
say, is this enough flour to make these pancakes efficient? No, that's a little too much flour.
You need to scrape a little bit off. Oh, is this enough water? And then you show the, like how
much water is like, you're a little bit over a cup. You probably need to be a half a cup.
So it can help you in real time
instead of just taking pictures every fucking five seconds.
Nah, I'm one of those, I put the helmet on
and we're just going to hit the wall, bro.
Well, that's why you're going to be totally inefficient
on your pancake fucking mix, my guy.
Yeah, like I said, I did it right by pancake number three.
I ain't tripping.
I just want to get better.
I want to get to pancake number two, be hitting it, and then that's progress you can always go to cracker barrel
they have the best pancakes oh come on crackers no more or a barrel they're taking away they're
taking away everything i love that's what's up fuck cracker barrel they're taking jim crow's
they're taking the jim crow fucking aesthetic out of Cracker Barrel
and turn it gentrified. How do you feel about that?
I'm over it, to be honest.
Look, dude, this is America, bro.
You can't fucking
dumb down Cracker Barrel, bro.
Cracker Barrel is what it is,
and now it's not. Like when they took away
smoking from Waffle House. I don't even know
what the fuck Waffle House is.
As long as they have the peg machine,
the little peg thing at the end of the table. Yeah, we go to a different Waffle House. I don't even know if y'all know what the fuck Waffle House is, bro. As long as they have the peg machine, the little peg thing at the end of the
table. Yeah, we go to a different Waffle House, fam.
Then they have the
wicker chairs outside. It'll be
Jim Crow-esque for me, and that's all
I need, bro. They can, you know what I'm saying?
That's fine. I mean, you gotta be careful, bro.
You gotta change the fucking logo. You gotta
remodel every store. That is
what it is. And then she's gotta get on an interview
and say, oh, people are loving it. They're absolutely loving absolutely loving it nobody's loving it you're getting fucking trolled on the
internet every day uh but now yeah good day on the markets dude um everybody told me to buy yeezy
and shambles right now while the markets pump and yeezy goes straight down uh it's it's all right
though thanks for telling me that it was the future of finance i didn't buy it uh so i'm fine
but yeah it looks great out here, bro.
Of course.
Fucking everybody celebrates.
Stop being such a bear.
I've been saying this for the last week.
Get hobbies.
And now we're right back where we were.
Hobbies.
That's the number one thing.
I mean, I don't know how many times I got to tell you.
Nobody got a hobby here, bro.
Their hobby is getting on the internet and complaining.
No, literally.
If you have a hobby, bro, I mean, yeah, it sucks.
Hey, I'm going to disconnect for a day.
But you got something to do besides looking at a chart i'm in it dude i have been trying that
doing what chief's exactly been saying i've been trying to get away a little bit just because my
mind's going insane like especially in these bear moments you know like we're here and very you know
our spaces definitely perform better in bull markets compared to bear markets and shit like
that so we're very tied on like okay we want the space to go up and i've been doing exactly what she's
saying i've been trying to exercise more i've been trying to you know go swing a golf club
just trying to untap because it's not so much being like it's great to be tapped in every day
but for mental sanity you have to go do something you enjoy other than staring at these charts you're
gonna get super depressed nothing is gonna you're gonna trade depressed you're gonna over click bro you're gonna over click you can make a trade and then
just walk away that's that i think that's the thing that people forget about also doing nothing
is a trade you know what i mean like doing nothing is a decision that you're making is choosing to
buy your bags at that price for that day again i mean that's 100 the truth nothing's gonna change if you walk away i've been
drawing on a tablet for a week and i didn't feel any of this you know what i mean and then i get
on the fucking internet on this little twitter app and everybody's crashing out and i'm like
why is everybody so mad and then i go right back to doodling and i don't care about anything and
then all of a sudden all my bags are up it's it's literally that like just leave and go do things
uh there's there's a real video game
stare at your screen and play a game on the other one who cares literally bro the point is is you
could stare at a chart all day long dude that is not going to push it higher or lower um so yeah
i agree dude go do hobbies you should be hobby maxing right now like you should already have
all your plays in place and you should just be hobby maxing
bro there's there's nothing else you need to be doing you can't do shit um just go do or shill
your bags i guess but like really yeah with an ai uh portfolio tracker you can just leave and you
can just enjoy all the hobbies you would like turn that off too fuck it no you don't need any tracker just leave and then you come no you do and they're they're available on openc for i think 0.06
slightly under mint i think is this is this a show no bro i'm telling you how to hobby max
with new tools that are available on openc
let's fucking go look all i want on openc the new tooling i want on openc is my
fucking bitcoin puppets on openc that's about it dude any any other tooling that openc has i don't
care or an airdrop uh either one of those but yeah puppets soon i don't know they're tweeting
about ordinals bro get those things on openc god damn it uh i was saying this yesterday i better
be able to buy a puppet with usdc or however the fuck they can make that work that's how it's gonna work by the way
they just they just all you could buy it with fucking pingu bro you can buy every fucking
platform i was screaming about this for the last fucking year bro all these platforms why the fuck
can't i buy a fucking nft on bitcoin in any currency why in the fuck okay you guys made fucking so much money
so much fucking money and you can't get that shit right shut up uh you can't get that shit right
where i can fucking just buy an nft with any currency when you got swaps in the background
why the fuck can't we do that imagine just partnering with someone like side shift relay
and that's it like literally just completely
anybody bro in the game and just be like magic eden would rather announce that they're partnered
with slingshot than let me buy an ordinal with usdc it's fucking driving me insane if anybody
here works for any of these fucking platforms get it right you got two puppets all right
degentralized and fucking proteus have ordx.com
you can go there and mint an ordinal with an evm wallet and then it just sends it to an x-first
wallet and it doesn't fucking matter it it's like we're on crypto here why can't they get this right
i i don't care i'm over it bro every single platform if you have mintable nfts on any chain
you should be able to mint with any currency bro it shouldn't fucking matter and
for some reason they can't get it right because they made all their fucking money already and
they're lazy uh that part get your shit together you can just use a market maker like dbridge does
it's not really a bridge it's just a market maker that has a lot of fucking coins in a wallet
yeah that's what i'm saying bro you put one of those as your middleman in your game time, bro.
Yeah, get your fucking shit together.
You hear me?
I'm done with it.
You guys made enough fucking money, and you're doing all kinds of fuckery on chain,
and you can't fucking get your shit together.
And I'm over it.
I should be able to buy anything in any currency ever.
They're collectibles on the internet.
So I'm guessing Ornals is coming pretty fucking soon.
What a screenshot would
be i just used my my dust my dust dog uh dog soul to buy a bitcoin puppet that would have been
that's a really good troll post you guys could use um but like i think the ordinal the only
ordinal that i'm really looking at that's coming up obviously there's a lot of nfts on ethereum
is this maven bot taproot wizard fucking derivative by the
original artist are we are we thinking that's pretty much the only one that people are looking
at right now and what do we think is that probably the most wizards bro it's definitely the most
bullish thing happening i think like and you can like draw those by the way so like if anybody's
a little a little artsy you can go download the procreate file with the uh template the brushes and everything and
then you could just draw wizards and you could submit them and if you get like five of them in
there or something you get a whitelist or a free whatever the fuck uh so it's pretty easy to
fucking get into that shit or just hold mim um but yeah that's that's a bullish one bro i don't know
shrooms are selling here and there you know what i mean there's there was that unity fucking drop
uh so maybe maybe they're holding mim any any chance because that's you know what i mean there's there was that unity fucking drop uh so
maybe maybe they run that up holding mem any any chance because that's you know released by the
maven bot team upholding mem possibly getting you whitelisted for this collection yeah i mean from
what i understand yes i don't know like the numbers but like like so if you hold a certain
amount of mem uh you'll definitely get a whitelist i just don't know what that number is and i don't
know if they've done any announcements i'm not really in the asylum if that gets announced that's just gonna skyrocket
bro regardless if you have enough to even fucking get enough for whitelist bro like that shit
already pumped when uh elon musk posted it but just imagine if you have to hold like 10k mem
i don't know what mem is but just like 10k worth of it not worth of it but like of it uh to actually
get whitelisted for this collection.
And then it has to be minted in that or some shit art.
I don't know.
I think that would be a great way to do it.
I'm sure they'll just do a whitelist, right?
Where I don't think they'll do like a token
where you got to like spend the tokens to get the NFT.
I don't think they'll do that.
Maybe because they're fucking wild.
But definitely like holding a certain amount of MIM,
you'll have a whitelist.
Like, cool.
You know what I mean? And I think it's very fucking bullish it's it's og meme it's magic internet money that's
if you don't know that's like that was the meme of bitcoin like bitcoin was called magic internet
money because there was a subreddit uh and that's where everybody hung out and talked about bitcoin
so it's it's just very fucking bullish yes i i would highly recommend paying attention to what they're doing if you're a little you know artist you're artsy fartsy you got procreate on
your ipad what is this one gonna be called we got tap taproot wizards we have btc wizards and what
this what's this one this is the btc wizards yeah bitcoin wizards bro yeah i thought it what's
isn't there one already out that's called btc wizards no there's unsanctioned wizards oh
sorry dude sorry sorry unsanctioned wizards
like v1 crypto punks and then like fucking crypto punks we have like nuance to this forever
i think i think like holding an unsanctioned will probably get you a whitelist right i i'm
assuming that's what it is so like hold one of those draw and submit wizards for whitelist or
hold mim uh it's very fucking bullish, bro.
And now we got fucking MIM on a tier one exchange,
and it's not on Coinbase or Binance yet.
So you got those two catalysts, which will definitely happen,
in my opinion, not financial advice type shit.
But I'm bullish for sure.
Yeah, I guess that's on Bitcoin.
Obviously, we have the BRC 2.0s and all kinds.
I saw Adderall just doing some kind of public sale announcement.
Probably the reason why their ordinals continue to be above $1,200.
But it's a hard cap of $15 million.
It's going to be an auction.
It's going to be minimum price is 0.001 Bitcoin and MaxPy is 0.5 Bitcoin.
Tanjax first come for serve duration is 420 blocks.
Sale ends instantly.
Menpool transaction refunded in the event of a hard cap being reached before the auction
closed.
It's live on August 29th to the 1st.
As a custom auction site being built, public sale will be determined opening price for
the open on the token on TGE.
Ticker etched at the conclusion of September 2nd.
Tokens airdrop will be followed. 100% of
the funds raised will go into
the LP to be paired
with 10%
of our token.
So I guess this is going to be
a BRC 2.0
from my understanding, not like a rune or
anything else.
Oh, the Adderall.
Yeah, the Adderall. So it has to be
a BRC 2.0 is my guess.
So I'm pretty sure this pre...
I don't know if this is the reason
why Adderall's continuing to stay up
or it's the first mover,
but I would imagine,
since this is an auction,
it doesn't look like there's
any peripheral treatment.
I guess that you could get airdrop this token
if you hold an Adderall,
but I don't see that as anything
that they have mentioned before.
But I don't know, man. Adderall's had dipped all the way down to $600 and then back up to $1,200.
You could have swing traded that motherfucker over and over again, and there's like $600 gains
every fucking dip on that thing. So it continues to show strength. It's number two on all volume
on Magic Eden, and I just don't see a lot of people continue to talk about it. And now they
have just announced their public sale on the 28th of next week. So we'll see how it goes. We'll see an all volume on magic Eden. And I just don't see a lot of people continue to talk about it. And now they have a,
I just announced their public sale on the 28th of next week.
So we'll see how it goes.
We'll see if this is the reason why it continues are,
if there's a drop in price after the token goes live.
So that's the only thing I got on pictures,
those Ponzi pictures,
bro.
I don't,
the oil wallet claim is an interesting thing.
There's like a lack of volume is one thing I'll say.
So it's like, cause there's going to be the claim right and it's like i'm going to claim
my tokens or whatever my diesel i don't really know though because the volume isn't great
on alkanes right now just uh it just is not you know what i mean that's you could go look at it
it's not fucking great but adderals have done a really good job with the whole speculative ponzi
picture thing i would agree with that and yeah I think they just keep sending until like TGE
and then we'll see what the fuck happens but yeah do we even know I know people have been kind of
saying like when is BRC 2.0 actually go live some people are saying sometime in September
I don't even know that moved it keeps gonna move so like say that this is a brc 2.0 and auction ends how can they deploy it if it's not
live yet like do you just have to wait until it's actually i don't get it like because the auction
ends on the second it's just a pre-sale okay so then they'll just wait till it goes live to actually
drop the token i guess yeah but yeah then if if it's not live yet it'll just be like a pre-sale, you know? Gotcha. Gotcha.
So that's all I got.
Oh, yeah.
We need Pepe's.
I was waiting until this motherfucker got in here, bro.
Yeah.
Chainsy, quit being a bum.
Right?
Oh, yeah.
Send it.
Yeah.
Find Pepe's before his Pepe's.
Yeah.
We need to go find your Pepe's, bro.
Like, holy shit.
Yeah.
I just wanted to say looking forward to Bitcoin shit. And Ch yeah that good i think that has a really good chance of you know obviously have an existing
community the bear marketers but you know if you're looking at something that could possibly
go from not saying zero to like one moment but like something that comes out of nowhere and
actually takes over the timeline i can definitely see that community rallying around that and more people in ordinal's kind of adopting those uh pepe marketers as like
their pfp so yeah we need something new we need something fresh and i do think that is going to
be something that's going to people that aren't tapped in are definitely going to be surprised
whenever that goes like because i see a lot of people are going to convert their pfps to that
also so what happened with this zero bro mint did i heard something about like
botting got stuck in the contract and then the team's buying this shit back for like instead of
just regular botting it right and just running the like a like a bot to automate max mints per wallet
they uh i mean ggs to them. They went old school.
And so they actually exploited the 721 and they only did one transaction.
So they basically minimized their gas fee, right?
That's the thing about it.
So if you max mint two, you got to pay gas.
And if you're going for hundreds, then it is what it is, right?
You need to ultimately pay gas for a hundred transactions.
So they tried to exploit
the contract. They bypassed the max mint function, but the contract had basically a hard cap on how
many it could transfer to you, right? Which was ultimately the cap too. And so now you have them
with the ability to mint 100 or minted hundreds 300 i think uh and then um they
weren't able to get them out of the contract right so the only way that they were able to do that
was to physically connect that wallet to the contract approve weath bids right and that's
where you saw those sales for 0 zero zero zero zero zero one is because
those are in a sense being accepted from the contract and they would then you know on their
other wallet sell it into a regular week bed and get it out so not only did you have the regular
stock that was taken by botters right which I think, roughly around like a thousand, then you had this
additional 300, 350 that were stuck and then had to, in a sense, ruin any momentum or scare people,
right? I mean, if you're sitting there, if you're underwater on your shit, and now you're starting
to see people take literal bids for a dollar or two, you know, you're sitting here, you're like,
yo, what's going on? And then you're like, oh, it's, you're sitting here, you're like, yo, what's going on?
And then you're like, oh, it's because the botters. And you're like, oh, fuck this. I'm out.
So kind of cooked on that sense. And then they moved money.
And then, you know, people just add into the FUD. And he's like, well, dude, it was a raise for a product.
Like we moved money to go put it in stables and put it in our account.
And obviously people are like, well, the floor price is low how are you not buying
back your nfts with that money so you're getting this loop um i think they have to just change the
nft dynamics dynamics because it's just a multiplier for well it's not that's what i
was literally leading to right now boy woke up and posted a post and he said that
He said that exactly how Fluffles, exactly how Barra did, and you know, this new model of NFTs as a raise.
That's what he quote unquote hinted at.
I'll post that post up.
And he literally says, hint, hint.
All these people are, you know, that don't realize that this is a little bit more than just um like a regular multiplier or whatever right he said this
is basically a venture raise with similar perks hint hint if you don't want to participate in
that no worries just stop grave dancing less than 24 hours after mint so you think this is a buy i
mean i would imagine they're probably gonna since this i'm fucking 40 bro so i mean not that i want
to tell you to buy because it's my bags but you would imagine that maverick probably has some
people yeah so my i don't think my thesis changed right regardless of floor price regardless of me
being down bad or whatever i mean thesis hasn't changed regardless of if we're not users if this
is a multiplier and a token allocation power users who are like the whales that support MAV and Ciruses and all that kind of stuff that you've seen, they're going to want a bigger token allocation because they're already earning badges.
You and I, we don't have any badges.
We don't have any gems.
We don't have any points.
Right.
We have no leg up in this basic, I guess, ecosystem.
up in this basic, I guess, ecosystem. So it's either we start to now use it and then try to
get ahead, or we just sell it to someone who is. So I think ultimately it'll come down to,
you can play the rarity when they reveal. You get a diamond, you hit one of those higher tier,
you're going to get paid. But also that price is probably going to cut in half again
to the 0.03 area, to be honest, because you'll have five different rarity tiers and the lowest ones are about to get dogged.
Right. So keep that in mind.
So you can play that.
Right. Or you can wait until the very end.
And after all of that dust settles, whenever they announce TGE, these will get a second pump with whales and actual power users trying to acquire more.
So, a couple ways to play it, but I do think that when reveal happens in these five rarity system,
I mean, you can sit there and hope and pray for a fucking, like, diamond,
and yeah, that's your ticket out the trenches,
but if you luck out and you don't reveal one of those top tier keys or whatever,
I mean, you're stuck. You're gonna bag hold.
100%. Damlo, what's up, how we doing happy friday how we doing happy friday happy friday doing great
um i thought the the yeezy coin was just like a litmus test of like who's like been here and
done this before and who's just like exit liquidity i i don't know if you threw in
100 bands into the easy coin you deserve to get rugged because like i don't know and like and
obviously i feel bad when people lose money but like that that like we've been through celebrity
coins a million times and not just that like i don't know kanye was on his like nazi arc and
whatever i don't think anyone wanted to touch that coin yeah did you see how many wallets people how many wallets got wrecked the funny thing was that too
that you said the nazi arc they're like oh i don't fuck with kanye he's a nazi and they're like no
he rugged me on a shit coin at the nazi part we can forgive but yo you know how much money i lost
on his coin yesterday that like the values are flipped you know it's so many we've been waiting for this
for so long though go ahead we're saying we're like we've been waiting for easy coin since
february and how many people just lost money by speculating on it so it's like the reason why
trump was so successful is because yes he has a big audience but it was a surprise like we've
been waiting for this and no one's for sure and you basically launch it on a wednesday when the
market was uncertain so it's like the people that are launching this are looking for some kind of grift
and not actually holding back this for a perfect opportunity like the trump token happened so good
lord i just thought it was just a bad timing for it all and felt like it was an extraction event
not actually something that was organic that's actually going to happen but he did he did add
usdc on his real site like if you if you go on Yeezy.com,
I thought that that was an interesting...
Whether anything came out of this whole debacle or not,
that's an interesting development
that a big brand site that was advertising at the Super Bowl...
I forgot about what they were advertising at the Super Bowl,
but a big brand site made it to have at USDC as a payment option on their website.
So, I mean, I would love to see other vendors start adding that.
Well, do you even think that that's added that his fans will actually go try to figure out how to custodial wallet,
send Sol there or USDC, and then go buy Yeezy off of Dex or swap it in FAM and then use it on a website.
I think it's more about optionality and having the option available.
And it's just signaling to other brands to make it available.
And by the way, if every store in the world started accepting USDC,
I'm sure that the adoption of USDC would go up.
The reason that there aren't as many people as there that will be using
in the future is because it's still not fully been mass adopted but like even yesterday metamask
announced their stable coin like a lot of different brands are going to start um incorporating stable
coins into their businesses because they realize they can rake in the fees and everything else
but his demographic is like 15 to 35 and they do you have the apple card
feature there or credit card they're using that 95 of the time so okay but what if what if khani
said there's this colorway that you can only get if you buy it in usdc i would bet you that people
would go through the hoop if they can buy it for 30 and sell it for, then they'll go through the hoops to buy the USDC, regardless of if it takes a few more steps.
Yeah, I mean, that's something that, I mean, would limit sales.
Like, I just don't see that him, is an option for him to not be debanked, not an option for him to sell merchandise.
Like, I just think this is like, okay, I'm not going to get debanked by banks, I'll accept crypto,
but I don't think that he's going to use this as like a benchmark for his products.
I almost disagree because I would think that you wouldn't incorporate something like that into your product unless you actually had some sort of vision for like actually using it.
Like, I don't think it's just going to be an option.
I'm sure that they're going to have rewards.
And if this is a real, like, we don't even know. Like, I don't think it's just gonna be an option i'm sure that they're gonna have rewards and if this is a real like we don't even know like i don't know i'm still skeptical how real this easy coin is but considering that he put it on both his instagram and his twitter and there
was a video and all that other shit like and we've known about it for months and he hasn't
come out saying it's not real like it probably is relatively quote-unquote real whether he's in
charge of it or some other joe schmoe is in charge of it or some other Joe Schmoe is
in charge of it doesn't really matter at this point because he's basically co-signed it um so
in essence it is his coin um nothing that ever opens at a multi-billion dollar valuation is ever
gonna do great off the bat we don't have buyers coming in that are going to absorb a billion dollars as they as the
person that uh started the coin sells on their head yeah machi and the boys or fucking hayden
or whoever i don't know bro it's that's the thing is like we know how this shit works right like
do people were airdropping defy apes to people uh sponsored by machi and his market tours back
in the day like we all know that but like
retail if they're even here or if they just got here they have no fucking idea what's going on
and yeah i mean like it's kind of coastline like maybe yeezy finds a bottom and then it goes up
from there if he doesn't just like abandon it but there's always the chance that he just like
abandons it right uh so i don't know bro i don't think anybody who like got rinsed is necessarily
retarded if you've been here for years and saw defy apes and know who machi is and you bought
you're definitely retarded but um i don't know if you're just like a fan you know like how the
fuck would you know how this shit works i guess it sucks uh you see how many people got wrecked
there's 56 000 wallets that touched the token yeah about 15 000 lost 500 1200 lost 500 to 1k 1800 lost 1k
to 5k 429 lost 5k to 10k 523 lost 10k to 100k 64 lost 100k to a million dollars and one single
wallet lost over a million dollars on this fucking token it's good bro this is natural
selection if you ate the million dollars ggs i mean you probably have more than a million and
this didn't hurt as much as it seems like it hurts to us if they lost a million though how
much did they put in like they have to put in even more than that because it didn't go to zero yet
it's still at a at a billion dollar value yeah he's not hurting we're hurting they must have they must have put in two million
dollars that what's the easiest way to walk away with a million dollars to put in two million
dollars like yeah we're hurting 700 million by the way is uh what we're looking at right here
uh but yeah no like arthur hayes fucking bought the top you know like he's yeah that's what he
gets like that's a good rim scene.
He's been known for that too.
The second I saw him tweeting it, I was like, oh, this shit's...
Hyper Liquid had 3x leverage on this shit within 15 minutes.
We're going live like, dude, people are going to be pounding the fucking short on this shit,
dude.
Shout out to them.
They'll get it that quick.
Shout out to them for real, bro.
Because I saw people in chats like, oh man, once this hits perps, it's over with.
And then it hit perps immediately.
It's like dude
you could short this shit no worries guys we got you so shout out to hyper liquid they know what
the fuck is up you know how good it would feel that if i got some of fucking arthur hayes's soul
yeah you just had to short the second that he tweeted and then no like by the way my wallet i
know was in his i'm gonna be like, dude, this is a distribution of wealth.
I'm all for this.
I'll be the contrarian here, though.
I will bet you that if this is a real coin
and Yeezy sticks with it, I bet you it ends up
higher than whatever it's at right now.
Just based on the fact that
he's a billionaire
and the other guy that he supposedly did it with,
Olaf, is also a billionaire.
And people do like Yeezy and he's the best producer of all time, whether you like his stances on people or not.
There's just like a key man risk here is the problem, right?
And like if he does—
But that's his whole brand, though, and it's still a billion-dollar—
I will say that is why Nike dropped him after—I mean, for those of you guys that aren't sneaker savvy.
That's why my Yeezys went to $400. No, no, no.
That's what Adidas did.
But Nike never signed Yeezy after the first samples of the Red Octobers and the Zens.
After that run of the original Yeezys.
Because they knew he was a key man risk.
They passed on continual deals and dropped him from the label back.
Early to pay because of that
yeah that part dude like it's it's pretty basic right if he stops and just like takes it off the
site and never talks about it again this shit's going to zero if he keeps going with it it's i
mean it's gonna find a bottom and go higher later and and there are so many people there are so many
people that are bearish on it right now that i am almost like i'm not bullish on it but i'm almost bullish on it like it needs to go down
a little bit lower and then they'll run it back up and then probably do the same thing like whoever's
doing the lp is probably also making fat stacks like that's another way to make money without like
i'm like the biggest yeezy stand there is bro bro. And now I'm the one funny. And now Mblo's like fucking trying to reverse trade this shit on me, bro.
I mean, dude, listen, bro.
It's pretty fucking basic.
If the guy just keeps going with it, it's going higher.
But if he just fucks off, it's going to zero.
You know what I mean?
It's like you can make that 50-50 bet.
No, but him keep going also comes with like a crash out.
That it's not if, it's when.
But if he's crashing out and he's repping
the yeezy coin while he's crashing out that's fucking bullish bro but if he just fucking drops
it and never talks about it again fuck that coin you know what i mean like if he pulls a caitlin
jenner and says oh the crypto bros fucked me over like that's that that will make the coin go to
zero but if if if he keeps going with it and like
is has enough of the coin himself to a point where like he's okay but i also saw them the in the um
liquidity pools that they're gonna sell like 30 million tokens or something at three or four
dollars so uh gg is like i don't know how high it goes it has to be new money because you just, I just put up 56,000 wallets that have lost money.
So that's pretty much the majority of the people that are in this space.
I would say there's probably 100K wallets that actually are active in this space.
So, like, over 60% to 70% of people lost money.
Is that true, though?
Like, if you buy a lot of supply and you distribute it to 1,000 wallets or whatever,
and 50 people do that, then I'm not saying that that's what happened.
I'm just saying people do have a lot of wallets that game that stuff.
People don't typically double dip, and when they lose and they get burned on something,
they're done with the token all in general.
So you have a minimum of probably 30, probably 30 to 40 000 people here in the space
that are active traders are not going to touch this token anymore so i think if it goes back
to all time hi he needs the influx of new retail people that aren't in this space to actually buy
that actually easy fans that didn't know this was actually available to make it go up because i feel
like a majority of people have been burned and they're like fuck that i've lost money i'm not
going to put more money in it and try to buy the bottom which could ultimately lead to a hated rally
To by the way at 700 mil like I've seen much dumber shit go
Higher than like 700 mil not like I don't know like this like whether you like it or hate him
Like you have an opinion on you
It'll get to a point where it'll be oversold right like you're saying it doesn't even matter if it makes too much
Logical sense or not like the chart average entry all of that
It's all of that has to just say abandon it for not to do anything right and it's not gonna
Everyone's not gonna lose money. So at some point someone's gonna inject something or there'll be another bounce or a love
It's not like it'll be the oh, I'm out the trenches bounce
But you're gonna bounce you'll you'll be able to sell a little bit. You know, like, you'll be able to play this
stuff just because of its size already.
Yeah, I mean,
that's why, I don't know, if you're
already down a lot on this coin, maybe
don't double dip, but, like, also maybe
average out. I don't fucking know.
I'm a PFP on the internet.
But did you see how V1 punks are
fucking pumping like crazy? They're up to
4.5 ETH. I saw that last night, dude. Like, obviously, that was the internet, but did you see how V1 punks are fucking pumping like crazy? They're up to 4.5.
I saw that last night, dude. Obviously, that was the
play, not a Nakamigo.
Two weeks ago, bro.
Because that's when they started ripping. They were at like two,
now they're at four, and it all was based
off the narrative of the very first punks,
right? And, oh, Nakamigos was it. We did
a flyer. I slined it. It's fucking
V1 new. I think maybe that's what lit
the match, but i think i think
the reality is v2 punks were pumped to high heavens by gary v and the gang back in the day
because people weren't even able to access the v1 punks so like v1 punks didn't start trading i
think until after the previous bull market 2022 so i actually don't like this is the first cycle
for v1 punks and they haven't they're still reaching
Price discovery even though they're not at their all-time high. I think their all-time high was above tenny
I think people are priced out of punks in general v2 punks and are looking to be one punks
But I also saw this guy that sold his punk and swept the floor about like five or six and was like anything in collectibles
if you look at Pokemon cards the
1999 card or whatever the
first card they issued is much more valuable than the
2000 card or the second card they issued because
My bad your keys revealed if you had keys
No, bro, I'm out here talking and shit and i'm like damn the floor's at 0.04 what the
fuck happened eating pancakes and shit on his face not fucking yeah sorry emlo see this is why i can't
trade shitters bro because i'd be doing this shit and then i would have apes some shit and then by
the time i come back i'm like all your money's was like, oh, I had money in the play.
Fuck.
The real play was just like waiting for Yeezy for all the rotators to dump the good shit.
Because like all the good coins went down when that happened.
Because everybody's fucking a hyper gambler.
And they're like, oh, I'm going to rotate all of my nub into Yeezy.
And then you could just buy the bottom.
You know what I mean?
I love when this shit happens.
I'm not going to lie.
It's fucking pretty dope. Because like all all the good coins all the conviction plays all
go down and then you could just buy the bottom of every one and be totally fine i didn't fuck
with yeezy but i definitely was like oh there's a lot of entries that are very good right now
i mean i think it just depends on all bitcoin dominance And it basically just posted a chart that it dropped below 59. And
that's the first time we haven't seen this since January 2025. And what happened in January 2025?
We had a major altcoin rally. So kind of what our bags, we've been waiting for this dump. And
this is basically what you need is Bitcoin to implode and Ethereum to take off. And now it's
below 60, which has been a steady support support and now we're kind of getting this all
coin meme coin rally and maybe this cycle down to our jpegs and what the assets we're in right so
this is bullish i mean the v1 punk thing i mean i've heard the fucking the pitch for it over and
over again we had one guy in here that fucking run the community talk about it in like 2020 yeah
that's all i was to say we got the whole fucking story uh like three or four years
ago some dude was hella passionate about it uh what's his name the dude that went to break
coin was also super passionate too uh nako i think nako lens uh the guy that did the
rune guardians or whatever that was him yeah he was a v1 punk like an og v1 punk yeah yep what up crier i mean we talked about bitcoin all last week
and guess what our bitcoin tried we're trying to get people in it talking about it obviously we
give them like the we had you on sunday and we had you all last week, too. And now, we talked about it at $9 million.
It's at $18 million.
Oh, big coin.
Yeah, big coin.
Just the abstract stuff.
Hell kind of dipped with the Pengu dipping,
and then what he was saying with, like, everyone yeeted out all their good memes for Yeezy,
and then now it's all back up because that was a rug.
So, let's go go get some good interest
i bought some um i didn't buy like a ton of uh stuff because i'm already got like an insane
amount of stuff but yeah my my last bitcoin buys i i actually took some profit this morning at
270 um so feeling pretty good i got about 30 30k left these big pull in a tease are still at 0.19
so i mean they haven't moved so those are the next best option dude yeah those are those are
pretty decent and i think that um you know again like the you know what i was saying you know when
we were talking on the chat um on last thursday or whatever it was um you know we essentially
essentially the the if you had pulled the trigger then obviously hindsight 2020 would have been
your return on investment would have been instead of 50 you know i calculate all out like 54 days
at current if price stayed the same now now since the price essentially tripled in a week
essentially tripled in a week um you know your return on investment was like you know a week
so uh like 14 days or like 10 days or something like that now so but obviously that would have
been great move but yeah i mean price wise i just traded the price of the token uh had 40k token
sold 10k um so we're pretty chillin pretty heavy on it
But yeah, and just like the memes on ABS all kind of recovered you see
All kind of what you know, they're all up 10 to 15 percent along with Pengu kind of leaning, you know price action today with memes
you know it's like SPX
You know, it's like spx
what about this fart coin
what about this fart coin
you think that has a chance
because I don't know what
I was looking at my stream last night and the fart coin
is now on abstract
I'm like is this the original
fart coin or just like fucking created a new
probably not I would assume not
yeah and you went to the website
and you click F and it just
you can fart on the website and'm like well this is a good lore I mean 770 K
last night I haven't checked it since but it's probably down yeah I didn't I
didn't see that I I don't know I feel like a lot of the established ones are
just like pretty low still yet I mean like the ones that you know are not
gonna be a rug and they already went down 90 and then now are back up and like you know again the ones
that are like in that 10 like under 10 mil range we talked about that too like under the 10 mil
range i think is great um just for the fact that we're going to get some expansion in the ecosystem
um as pengu price goes up, right?
It's all based.
I mean, my whole idea is just that we're, again,
they're going to lead into quarter four with a lot of activations.
They got next week, they got the pudgy game.
They've been pushing super heavy.
That's like the, what you call it?
It's a knockoff.
What's that? Whatever the game. I call it's a knockoff um what's that whatever the game i don't know i can't remember it's like the phone yeah fall guys fall guys yeah so they
got that fall guy knockoff but i think that's gonna do pretty decent bro yeah i mean i don't
know if anyone still remembers but just because they quit uh talking about it on the timeline, I mean, I don't know.
I'm just saying, I would
fire you, I'd hedge my bet on that happening.
They just gave you a taste of it a couple
months beforehand, and
that way when it does happen, you're like,
oh yeah, I did see them talking
to McDonald's the whole time.
Yeah. And that guy...
They're like a broken call, like McPingu or some shit?
That was made off off like that whole
announcement with they're doing they're doing happy meal toys i thought around the time of
the holidays i mean i don't think we have anything confirmed but yeah i mean that dude
that uh doesn't reply to anybody unless he's like you know i mean like he last time that he was
replying to people was like in terms of like a product or whatever he just kept talking to doodles before they did their cup
i mean that was a wet you know wet blanket but yeah i didn't make up the thing that i just said
i was told by the person that put the deal together yeah i mean
that i'm not gonna blow up their spot it doesn't matter during christmas it's gonna happen
that that's what i'm told I don't know if that's
what is going to end up happening, but that's what
was in talks about a few weeks
ago, a few months ago, whatever.
Okay, so
we're going to basically get Pudgy Penguin toys
at Happy Meals. I'm pretty sure what the deal
is, is like
Pudgy Penguin has to pay for the toys
production and McDonald's just
distributes it it which is a
great deal for pingu because they get pink penguins and like all the kids toys does it
really surprise you i mean they're fucking everywhere they're like in fucking nascar
they're in walmart or walgreens so i don't think it's really that big of a conversion
they're starting to do cross-chain collabs too i don't know if you guys saw the one with uh chris uh from nine cat i don't know if anyone saw that but chris is on the
yeah he's in the new legend of the lils cards um for sure he's in there with his nine cat and
that's a i mean not to call it a meme but a character like a world-renowned character, you know, and so now
Spencer's ecosystem or is that pudges
Tcg it's pudges ecosystem, but it like but like a third party to pudges for sure
I mean like vibes is uh, like the oh cap, which is like spencer
The guy who bought moonbirds. Well, it's okay. So think of Pokemon and then What wizards of the west coast right so it's your distribution?
So the distribution company for pudgy penguins in the game side like the physical card games is ocap games
And then they produced vibes vibes is the name of the the actual line of cards and stuff. So
All right, let's go to allison
She's had her hand up for a while then
we'll throw it to our boy ruto go ahead allison hey i had a few things to talk about i'm just
going to circle back to bitcoin because um big pool has really pumped but if you missed that
it's sitting at 0.19 i think crier said um art of being is going to be mimicking their exact um idea with the mining pool and they are
going to be minting 777 nfts at 0.0777 um and it does say subject to change 20 to 30 percent
based on big price max would be 0.1 ETH.
But they're taking addresses for that.
And it seems to be filling up quick since they announced this, they've already acquired four of the big well miners.
They're upgrading their rooms.
So things are moving along and that's definitely happening.
I don't know when the mint is going to be,
but if you are interested in it,
I would suggest on submitting an address like really soon. I would not wait. I would do it sooner rather than
later. Um, so that could be a play for people looking for exposure to, uh, the game and you
don't want to deal with the mining or you don't want to just buy Bitcoin um then there is a degen mint that's about to happen on abstract
anytime now called uwu um the mint price is gonna be um wait let me see because you have to plug in
some commands into the page it's gonna be you can mint 10 per wallet it's a stealth launch today
uh supply will be 3 3 3 3 and the mint price is point zero zero two three five
uh is that connected is that connected to the uwu uh uh emojis um no i don't think so
lord knows what i'm talking about yeah i don't know what you're talking about but i'm gonna
guess no these look like little hello kitty things does that sound the same no no that sounds different i think okay i think it was like
some sort of blockchain that they were trying to do shit coins based on emojis it's irrelevant
oh no no i do know what you're talking about the unicorn thing i remember that from last year or
earlier this year i remember it's definitely not the same, but the mutuals I have
on here are a bunch of people from the foundry. Cause I talked about it last night, um, and discord,
but, uh, Loshmi, uh, Yasmina, uh, Craig and Allie and Chris. So maybe they'll be trying to
bop this. I'm not sure. Um, they been botting a lot of things recently, which makes it harder for everyone else that doesn't have a bot.
But that's a whole other topic, and that's a skill issue on my end.
Just have them bot it for you.
Yeah, I'm not in there.
So I'm not in that community.
I'm not in that community. Um, but yeah,
I would keep an eye on this because we saw with boomies, um,
a similar drop style. Like it kind of came out of nowhere.
It was essentially free. I think it was like $2 to mint.
And at first everyone thought it was, uh, some kind of knockoff.
Um, what is that project on Solana?
It's not DGods, the other one.
Utes.
Yeah, everyone thought they were like, or they resembled like knockoff Utes.
And then they've really made some moves.
And they were in that OpenSea promo video from two days ago.
So it might be worth picking up, but again, you do have to
connect your wallet to it. So proceed with caution. I'll pin these things up. And the last
thing I wanted to talk about, and this is a conversation. So if you want to keep it moving
and circle back to this, that's fine. But I just want to talk about prediction markets
because Rudo mentioned it earlier in the week. And then today, I don't, I'm assuming a lot of people in this audience do not
subscribe to the Boys Club newsletter. And I just don't know why Boys Club isn't bigger than they
are because they're really smart and they're really in tuned with culture. In their email this morning, they talked about there's a huge space for women in prediction markets with culture markets.
And they're proposing calling it pop market.
And on Polymarket, there is a tab for culture, but it's only 4% of the available things that you can bet on.
available things that you can bet on.
But by 2028, women are projected to control 75% of discretionary spending in the U.S.
And we saw how the boo-boos took off and fandom is huge.
People spend so much money on here so if you throw more cultural bets up besides other things
about like the weather finance politics sports you might be able to bring more women in and i just
think it's um pretty unexplored and i was wondering if anyone else had any opinions on that well ruto's
up here since you kind of talked about it and you threw it to him ruto what's up you have your hand
up why don't you give your opinion on just prediction markets?
And I do think women definitely,
are bigger into like the culture side of the space.
Then they're not the spenders.
That's the issue.
They're the,
they control the spending.
The women control 70.
It's they control 75%.
By 2028,
they'll control 75% of discretionary spending in the US.
I'm just wondering if prediction markets aren't just weather.
I mean, it could be like...
But it's soft gambling.
I guess that's my point, right?
You're not catching women at the high roller table.
That's the biggest difference here.
Women don't present themselves as high rollers as people of capital.
They present themselves as curators and participants, right?
So in a sense,
that's the biggest discrepancy here is that go to a high roller table and see how many women are
sitting down and then gauge the amount of money being spent in that room, right? So it's like,
do you want an army of $10 spenders when in reality, yeah, you do? Or do you want to go
and try to cater towards the guy that has the 10k willing to be a
degenerate right and i think that's the shift that you're talking about that's going to happen
you're going to get alex up here um i'm just saying like just there are going to be predictions
that are catered to what women know more than men doesn't mean that that isn't a bet that you can't
make not saying like women will actually go do the bets, but they're willing. That's what I'm talking about.
They can curate the bets and stuff.
But the thing when it comes down to the actual people putting the money to gamble,
it's not specifically or necessarily the women as a demographic.
I got to drive another eight hours.
But I just came up here to say the only reason you think that women aren't doing high gambling
is because we don't fucking LARP about it on the timeline and boost our egos like all you motherfuckers you know the people look in the crowd there's a couple women
down there who will wreck all of you so you can assume that they're the ones oh they're not the
high rolling table no no no no their ports are bigger than all of yours put together and they're
dicks too what is what does that have you're missing the point though when we're in a world
of attention and actual metrics I don't
care if you have a giant bank account that you don't spend or show tell people you spend money
I need someone that's gonna show me that they're spending money at my table and attract other
spenders there's a difference between saying that there's the people talking about the money that
they're spending versus the people participating and I once again go into a high roller room and tell me how many women you see at the table that's all i'm gonna say go in vegas
we're not talking about physical casino here but you are no we're talking about what three
it's not physical casino but the the willingness to spend the five g's is a lot different in a male
than it is in a female when it comes to gambling.
That's your only thing, not because the whole space is 98% men and all you see is men on the thing.
Per person, per female versus male, you cannot say that.
I think you both have pretty subjective opinions on it based off your own personal experience.
I mean, there's been tons of studies.
I could Google it if we want and I could it at the at the top but it it is no i just wanted
to give you my feminist shit i'm done i'm good yeah i mean look there's both could be true but
i think ultimately if you want to find actual statistics and research-backed you know peer
reviewed papers it does suggest that men are, are usually off more oftentimes
than not a lot more risk on with assets.
Right.
So I could agree.
I could agree with you.
Yeah, I could agree with you for sure.
I'm with you.
But show me the data from crypto.
I'm not, I'm not talking historically.
I'm talking from crypto times change.
Yeah.
I mean, I think it would, of course, times change. But I mean, I think if you were, you'd have to break it down by not because there's so much more men that are in these risk on hyper speculative assets, it'd be tough. You'd have to do it probably like per capita, maybe like, I'm not I'm not sure how that would, how it really work. But there is an argument to be made that there are probably a ton of women in Web3 that do have large port sizes. But if we wanted to do averages,
it's going to, again, much stronger lean towards likely men
just because there's a bigger pool of men
that have really large-sized portfolios.
I think that's what they're doing with this whole thing.
What comes from is that there's a lot of men in this space
that are leveraged and using these prediction markets.
And the edge is that there are predictions
that women have a better grasp on than men. And the edge is to there are predictions that women have a better grasp on than men.
And the edge is to get women into these communities to give you alpha on where the fucking edge is on these prediction markets that are curated towards women.
Like, who's going to be the next big celebrity?
Like, that kind of stuff.
Like, women love to kind of read that stuff.
And I think that's what they're trying to source.
It's like, all right, where's the females?
There's going to be a lot of prediction markets other than whether and what cryptocurrency is going to go up
that people, in general men, don't know
or don't have the attention span to figure out
that people can make money off this fucking shit.
Is that where the talk comes from?
We're just here for the tabloids, totally.
I'm really here for the celebrities.
I'm just saying, like, obviously,
my ex-wife knows a lot more about Kim Kardashian,
what she's doing, than I do.
And I know a lot more about sports. don't prediction markets don't sway just towards
men.
Like these prediction markets are becoming more and more broad, broad spread.
And I think that's where the edge is.
It's like men are doing a lot of these, but they don't actually have interested in some
of these prediction markets.
And maybe there isn't a lot of volume, but you can make money off actually knowing which one of these you can get into i feel like is what they're trying to
yeah and there's there's also exceptions to the rule but that doesn't make it the rule either so
i think i think john wang made a really really great article for those interested and he called
it the pop mart not poker gambling for women so it actually went pretty well it's an amazing article it's so big
like the soft gambling right women are okay with that five ten dollars like that's normal for a
blind bag and shit because it's it's introduced through rewards and point systems that traditionally
are catered for women like men don't do the whole put your credit card or your phone number in every
time and stuff like that right it's just not that demographic that's targeted.
But that article is great.
Allison sent it to me.
And I think that that's where we're at.
Like we're getting a shift towards more of that normalcy.
And so it won't matter if you spend the 10K
because now people are going to prefer the army of $10 spenders.
So this is kind of going back to prediction markets, right?
And obviously I've been tapped into different prediction markets for a while,
especially being at Polygon and us having Polymarket and stuff like that.
But I think the whole point is that the upside and total addressable market
for prediction products is completely untapped, in my opinion.
And there's going to be a market for every single thing on
earth. So there can be markets for women, there could be markets for men, there could be markets
for both, there could be markets for literally anything. And so Brad said this on a podcast I
listened to this morning, he basically mentioned that people don't want to own anything anymore.
And if you consider the idea
of like what's the what's the potential upside of something you could either a hold a spot position
and hopefully you get a two or three x out of it or you can just flat out bet yes or no on the
upside or downside and so it takes out completely the knowledge gap you would need to have some sort
of edge in a market and And you could literally just say,
you know what, I think yes, or I think no.
And you don't even need to own the fucking asset.
You can just put your money where your mouth is
and capture that upside or downside.
100%.
Yo, real quick, we got breaking news.
Trump's big
announcement is
the fact that FIFA is coming to
the United States.
Is that bullish for AVAX? because they have the fifa game maybe maybe we long avax here no it's it's bullish for
uh okay uh polka don okay x because i'm pretty sure okay x has messy as their fucking car if
you need a fucking job bro go look at when fifa going to be in your city and go fucking find a job.
Go watch the game for free.
Earn some free money.
Sneak your homies in on the down low like hustle smarter.
My cook to the anytime there's an announcement, I try to figure out where the fucking return on the investment is in crypto.
Like, oh, FIFA just announced it.
Oh, AVAX.
They're building the game on AVAX.
They do digital tickets on AVAX.
Long AVAX.
But did you come up here for prediction
markets or you had something else on your mind? Predictions was just because I love that everyone
is now finally catching on to it. Last night, I built this thing and I vibe coded and built this
thing out in Cursor, a Pokemon card prediction markets. So you can connect your Soul Wallet, you can connect
USDC, you can have
Pole on there as well.
So it's taking the API, and Sheep knows about it,
you take the API from TCG
Player and Collector app,
and then you integrate it on top of
the Hyperliquid SDK.
And so now you're able to bet
on the upside or
downside value of Pokemon pokemon cards so i built
that out last night actually i'm kind of considering launching it just for fun but uh
also i did have alpha so i'm not just like yapping up here i know you talked about connect before
obviously this guy did a chart basically suggesting that kinetic points are between
seven and fifteen dollars based on the evaluation just gonna be a fucking cook if you got in early.
People don't understand the upside of Kinetic either.
So here's like bigger alpha for Kinetic itself.
So because they're sitting at over $1.5 billion in TBL,
and the whole point of them trying to capture a lot of that liquidity
is A, so that they can be like one of the best staking platforms on Hyperliquid,
but also they're going to be looking to leverage that
to build out their HIP3 product.
So imagine if you're staking in Kinetic
and you're part of pools that have over a million hype in it.
Now you guys can together build out an entire market
that's built on top of Hyperliquid hip three. And then those
people who are lending that capital can capture the upside, whether it be fees, whether it be,
you know, whatever revenue. So I think people aren't talking about it enough, but in my opinion,
it's going to be one of the fucking craziest things that's going to happen in the next like
six months. So I highly, highly um at least checking it out learn about
builder codes learn about hip 3 learn about kinetic um that's in my opinion will be probably
one of the biggest upside potential things that will happen in the market within the next three
to six months so um and then last last bit of alpha because i'm yapping way too much medievals
so this is the team from i don't know if you guys talked about it, but it's Candy Apple and what else is his name? They're doing an NFT mint. So it's called
Medievals. It's by Johnny D. Gods and Candy Apple. They had this company called Infinite Fun.
And they launched an NFT project not too long ago, I think a couple months ago,
called Gwyn's. And only a hundred people were able to mint. They were one of ones.
They sent you a poster too. I actually was able to get one of those and they give you a TCG card
and a poster. And if you own one of those Gwyn's, you're likely going to get NFT whitelist for this,
but they also have a game and it's called Medievals at Medievals.com. So I pinned it up
at the top as well. If you're in the top 100 people of uh who
get points on the game um then you get automatic whitelists i will also preface by saying it's the
hardest fucking game i've ever played in my life and the most points i got was 12 and the highest
number one rank guy is 1200 convince he's cheating that's how hard it is but yeah um just to put on people's radar
the art looks pretty dope um it's likely going to be a small supply and uh candy apple and johnny
d gods do fucking sick art so i think everybody's coming back to the timeline what is the fucking
all-time high of ethereum bro like do we actually know what it is like because see ton 4,800 we just broke 4,800 so what it actually is it's 48 like
48.6 wait just now yeah dude i don't even know what all-time high is anymore i'm looking at
4800 just now holy fuck this coin market cap says it's 4,6666 well on on every plot i mean
i know i just don't know which one I don't know when we're going to celebrate
4878 is what it's showing
I know it's 4860 or 487 something
So yeah, 4878 is the number
So can we just say 4900
Is making a round number
That's when we hit all-time high
We can basically confirm it
And that's just crazy that we just did that again, dude
We just went from
It's so over
We went to all-time highs
basically in one day just like we did last week bro it's just oh my god roller coaster city my guy
it's crazy dude it's actually insane this is actually fucking insane that we had just yesterday
people saying it's over and now we're breaking all-time high just like we did this time last week bro what a time to be in
the space so this i mean the eath btc chart is breaking out to all high hell right now which it
broke out of like a fucking four-year resistance level and so you now you have eath actually going
up quicker than btc which is now people are suggesting that we're now in altcoin season and you're seeing
everything kind of rip ave up to 325 obviously we have the world liberty finance token coming
out relatively soon and chain link bro chain link still flirting with that fucking 27 dollars
chain link apparently is going to be part of the next dat that's going to be announced
for my you know when bnb went to all- high probably two weeks ago it was based off that cz um uh was basically they're going to be
launching bnb dats and i've heard link is the next cryptocurrency that's going to have its own dat
and that's why art wise dude i mean you can remove all the link shit just look at the chart and tell
me that i mean it's flirting with actually breaking through and going into price
discovery once again so once it does it's gonna fucking send it i was kind of looking at i was
looking at the abe thing was just because of the world liberty finance token that's going live
uh abe basically has part like 20 of the fees off of it you need abe to of the fees off of it. You need Aave to get the fees off of it.
And then the Alt-5 stock basically announced last week,
they're at the NASDAQ,
that they're buying like fucking 15% of the World Liberty Finance
to create a DAT for their treasury.
So I guess you could do into the Alt-5 stock
based off this World Liberty Finance token
that's coming out in the next week.
Or you can long Aave because you'll be able to capture
20% of the fees using Aave
with this World Liberty Finance token.
So I think that's something that, you know,
obviously is going to be opportunist.
The Trumps are going to launch that at the right time.
And you see that on like Wales market,
it hit a piss missile yesterday
because a lot of people are suggesting
that's going to be coming out relatively soon.
You guys remember Trump token came out on a Friday night. And I think this
might come out tonight or come out next week. And it got up to like 35 cents. And it basically
evaluation people got in at like a cent. So the people that actually got into the pre-seed are
like the total is like $7 billion in profit. So I do think there'll be some dumping, but there's other ways to get into it and speculate on it.
I think Aave would probably be the best case.
But it's already up from yesterday when I told you getting at $296.
It's up to $325, which obviously is going up with ETH because it's a beta to ETH in general.
You also have Plasma Foundation.
I mean, this went too quick to even talk about it.
But this morning opened up a new deposit pool,
$1 billion filled up within, I think, 20 minutes, and pool closed.
That's in Whales Market, too, dude.
Whales Market is doing all this stuff, and I think it's- You had to be Binance, KYC, and shit, so don't feel like you missed out.
Yeah, Hyperliquid, you can pre-market just like you did with Pump, too.
So if you're thinking that plasma will
continue to go up in price you can long it on hyper liquid just like you were able to long it
uh pre I guess TGE for pump so just another thing that you guys can get involved with and
obviously trade and leverage trade during the weekend but uh man it's been a good I mean it's
been a horrible week but it's a great end of the week, a great Friday, hitting all-time highs on Ethereum, pretty much.
I'm going to say all-time high.
And just kind of reversing this sentiment going into the weekend.
You know, bulls are back.
Griffithers are back.
There's a lot of opportunities now when there was none just four days ago.
And this is what the space is about.
Show up on red days.
Show up on green days.
If you don't, you're going to miss out on opportunities.
So we appreciate you guys stopping by by sticking around during these bad days and it looks like we have turned the page
eth dominance is peaking and our all coin bags are ready to pump so we will see how this kind of
correlates through the weekend and see if we have a good pre-market open on Sunday and we go in
Monday strong since we've been kind of downtried for the past week.
So, appreciate you guys talking about the Daily Alpha.
I'll leave it for heat, leave it for Chief to end it,
and I'll see you guys on Tuesday.
So much heat.
You don't even need a match, bro.
You know what I'm saying?
I don't know.
Appreciate y'all for coming to TDA.
Appreciate y'all for contributing.
Everybody that came up on stage all week, right?
We alternate every other Saturday.
This is our Saturday off, so we'll catch you guys on Tuesday.
We do this Tuesday through Saturday, 11 till about 12, 1230.
Depends on the conversation and the people on stage.
After the show is over, there's a thread that goes out.
It covers everything that we talked about it.
We know it's a lot of information, so just use it as a resource as you're going through so you can
do your own research likes retweets interactions on that comments go a long way they help us to
grow the tda and also get new opportunities for you guys so it's tda or stay poor appreciate
everybody for showing up we'll catch you on tuesday see you in the foundry until then y'all be safe and have a good one guys
