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THE DAILY ALPHA๐ง
Recorded: Jan. 19, 2024 Duration: 2:22:13Space Recording
Full Transcription
I'll be up to my computer and say, how's the weather been?
It's been good and clean and shit.
We just got more snow last night.
Are you serious?
Dude, we haven't, like, I don't know.
We were snowed in, quote unquote, for one day.
But, you know, obviously down here, you don't know.
So, dude, grocery stores look like fucking COVID hit.
You know, before this weekend, you couldn't buy water, couldn't buy food.
And, yeah, I went out and I spent extra money on food.
And I felt like I was just, you know, psyoped into go spending money at the fucking grocery store, bro.
I feel that, yeah.
It's about 11 degrees here.
We've got, you know, less than an inch of snow.
But motherfuckers here don't know how to drive with rain on the ground, a little less snow.
Are you in a state that they do the chains and shit?
I know in Colorado they do.
I don't know where you're at.
Chains, like, they put them on our trucks.
On your tires, yeah, so you can get grip.
I guess we could if we wanted to, but, no, we don't do that.
So, yeah, that's what I'm doing with.
Dude, like, pizza delivery guys and shit in Colorado have that.
You know, it's literally, like, just a pair of chains that goes around your tires that give you grip.
Yeah, we can't even get these motherfuckers to plow to residential streets a little less.
Like, we have a foot tire.
It's not that big of a deal today.
And we haven't got snow, really bad snow, in, like, two years.
So, we're really not set up just like Dallas for snow.
But people eventually will get used to it and start driving on it.
And it's just kind of the first time driving on it after a year.
People forget how to do it and shit.
Sun comes out, helps melt some shit up, you know?
Yes, sir.
But I appreciate everybody comes out to the Daily Alpha.
We're on Tuesday through Saturday, 945 to about 12, 1230, depending on the conversation.
Just pinned up Allison's thread up top from yesterday.
If you haven't learned yet, I mean, if you engage with that bookmark, you get whitelisted to projects.
I don't know, man.
It's pretty much a 360 win.
Helps us boost our engagement.
And it also helps you win NFTs.
And you could possibly flip that for money.
So, that's always good, right?
So, definitely like, retweet, bookmark that up top.
And then after the show's over, probably by an hour to two hours after the show, that's when Allison puts together the thread.
You know, put notifications on her.
I think that this thread, I take pride in this show.
And I take pride in the information I show you.
This thread is, you'll learn something every time you read it.
And every time that it's launched, I feel like it's stuff that no one else is covering.
So, it's definitely, you know, not wasting your time looking at it.
Like, I definitely feel like you could use it, create threads around it.
There's airdrop potential in there.
So, just like bookmark it, use it as a pamphlet or a resource for later dates.
But not only that, dude, I was thinking the other day, for anyone that's trying to write threads, kind of grow their own audience as a content creator, this is a perfect spot, man.
You come up here, you present your thread, present your findings, right?
Add a little bit of value to the space.
And not only that, but it gets included in a recap that gets thousands of views, you know, a couple hundred, whatever, like double-digit likes, retweets, and all that bullshit.
So, it allows you to grow your brand as well.
So, kind of what Expresso was saying, not only does the TDA win, but you can win by providing value and content.
You're included in a recap.
You get more eyes to your own stuff, and you grow as a creator.
So, I always thought, you know, if you're out there and you see this, this is an opportunity for you to kind of expand your own net worth off the back of ours by just providing value to those around you.
TDA has more utility than 99% of the NFT projects.
Straight up, guys.
Well, you don't have to pay for anything.
You engage with our content.
We give you fucking whitelisted, which is free money.
And also, if you have a thread and you want to, you know, get some more exposure, we'll include it in our daily recap, man.
Like, we got, we basically have it all figured out.
Like, we have, we don't even have an NFT.
I think we should probably, like, have you guys mint an alpha pass for .25, and we'll just token gate all the shit.
But no, we keep it free, and that's how I like it.
And I think that's the future is just free content, free everything.
Let's fucking just ramp this bitch up, and let's try to make as much money as we can in this bull market.
But I guess the elephant in the room with the market is fucking Grayscale.
And Grayscale continues to dump their Bitcoin every fucking day.
And until they're done, they're done dumping, we're not going to see a recovery here.
So, I think.
I think we're in for a retrace, bro.
Like, a good one.
Yeah, yeah.
I mean, like I said, I think the Bitcoin narrative has played out, and I think the next catalyst is the halving.
So, we'll probably have, like, a month or two of just sideways and down action for Bitcoin.
And then the Bitcoin halving narrative will start, and, oh, we're going to get half the rewards, and everybody will be bullish.
And that will be a narrative.
We'll go up on that narrative, and then the Bitcoin halving will happen, and we'll dump similar like we just did with the ETF approval.
So, that's kind of the cycle I see as kind of, like, trading sideways, probably until the end of February.
And then that Bitcoin halving narrative starts heating up sometime around March going into April.
And then we'll have a run-up, and then we'll have another dump.
And then we'll get this bitch really started.
And probably sometime in the middle of June, July, we'll start getting into the real bull market.
We're about, I think, 30% away in the bull market.
We're at the start of it.
But probably have sometime in the middle or the end of 2025 is where we'll see, like, euphoria and blow off tops and shit.
So, yeah, I think that we're kind of going to go sideways, and there's a lot of, I mean, just NFT-wise on Ornals, there's been a lot of mints in the past month, baby.
I don't know, man.
Like, definitely think runes and the halving could bring the Bitcoin life back to Bitcoin.
I think that kind of, that combination of those two, KC's, runes, and the halving, I think that will bring a lot of people back to Ornals and NFTs.
But we might have, like, a little cycle where Ornals aren't that popping again.
But you couldn't tell that by the floor prices.
Like, things are selling out still.
Yeah, that's what I was about to say.
Things are still selling out.
They're going from 2 to 3x.
I mean, you can't really, you know, claim that they're not participants there, right?
Granted, we do know that this is a lot of new money that's in here off the backs of Node Monkeys, Puppets, just these last kind of mints that have gone on.
Forgotten Ruins brought a lot of people over from ETH.
Thank Ux brought a lot of people over from ETH.
So, I mean, I wouldn't say that there's no attention on Ornals.
I just know that this attention isn't from Ordinal Native people.
And so, with a little bit of downturn, with BTC doing what BTC does, right?
We're probably going to experience somewhat of a lull.
Not necessarily in terms of, like, mass liquidation.
But I do think that attention, you know, maybe booze might be the last thing that kind of pops off for this little run that we're having over there on Ornals, right?
I mean, hopefully.
I can't see anything else that's on the horizon right now.
Maybe some one-offs on Art.
But, dude, I mean, yeah.
I liquidated, like, 75% of my port into stables yesterday.
I think we see, like, 35, bro.
I honestly do.
And then it's done.
And then never again.
You know?
And so, maybe touch the tip of that 32 and then it's game over.
But I don't know.
I see us breaking down into the 30s.
Well, you stabled up.
So, I feel like you have to be a little โ you have to, like, justify why you did, right?
So, you're thinking around 35 to 32.
I just pinned up top the โ
By mid-February, too, is what I'm saying.
First week of February by going into the second, I think we'll probably hit our lowest low and then rebound there.
I think we're going to get into, like, kind of an alt season, personally.
So, you might be unstable and that should probably chase in Dragons, like, altcoin season.
Because I definitely think โ I definitely think we could โ we're going to go down.
But I don't think it's 35 or 32.
But I can be wrong.
But here's up top.
The GBT sends about $531 million worth of BTC, the Coinbase.
And they're selling it.
And I think this was on the back of them selling, like, a billion dollars just, like, two days ago.
So, until Grayscale gets done, this is kind of all kind of a manipulated move here.
Grayscale has high fees.
No one's purchasing their ETF.
But they also converted their trust into an ETF.
And they're taking this opportunity that they've been accumulating this Bitcoin for the past 10 years to sell it on the market.
So, until they're done selling, we're probably going to go down and sideways and down and sideways.
But it's just kind of, like, one big whale continuing to dump.
And, you know, once they stop, then I would imagine we kind of hit a bottom here.
Because there are a lot of people buying a lot of Bitcoin from, you know, Fidelity and BlackRock are scooping this up.
Plus, we have people like Tether and others, you know, putting in their treasury now.
But this is definitely the big reason why we're going down is this BlackRock thing right here.
Or this โ not BlackRock, but GBTC.
And then Marty informing me โ I didn't know this was coming, but so it's great to know โ that the next FOMC meeting for the federal funding rate decision is on January 31st at 2 p.m. Eastern.
He says this is pivotal.
So, not only โ now we have to even deal with, like, interest rates and dealing with the macro markets, too, coming up here in a week or so.
So, if we maybe get a surprise in the interest rate hike or stays neutral, we could see some capitulation.
If we get a lower the rate, that could add some fuel to the market and we might possibly pop out of this kind of mini downtrend we are.
So, yeah, got to keep all this stuff in mind and make sure that you're keeping tabs on, like, these markets, these liquidity movers, like these Fed rate cuts, these FOMC meetings.
These are โ these can cause liquidity events.
And whales use them to dump sometimes when they feel like the market's a little frothy.
So, we got to keep that on our schedule.
And then Marty, I follow him all the time.
He does really good breakdowns on the market and is a daily trader.
So, he posted this this morning, a royal flush chart update.
Based on the daily RSI, the blue arrow, this all seems pretty normal for a typical flush down to $38,800.
Daily RSI's will sell out under the 30 mark, 30, and price it will be around about $38,800.
And we've been talking about this โ the CME's future gap for a while.
Like, we have not โ we've had one other CME futures that's never been filled.
I think that was back in, like, 2012 or 2016.
But we have one back a few months ago sitting around $38,500, $38,600.
And typically, we fill those.
So, I could see us getting down to maybe $38,000, maybe $37,000.
And then we start getting kind of the RSI's, the reset, and we go back up from there.
So, you say $35,000 to $32,000.
I'm saying around $36,000 to $38,000 is where we range at.
So, we're not that far off.
But I definitely think we get down to $38,000 where we fill that CME future gap,
which we've only had one ever not filled.
So, pretty sure that we're going to fill that before we have to go back up, right?
Yeah, this is just kind of that lull, you know?
And then the whole downwards pressure is, I feel like, intimidating to a lot of people,
especially those that got initial exposure through buying the news kind of thing.
You know, it's looking very fucking grim, bro.
You're like, yo, I came in to support Grayscale and BlackRock on this shit,
and this dude dump it on my head every day.
Like, I do not understand why I did this, you know?
So, I think that there is, or there might even be, some small capitulation as well.
So, we'll see how it plays out.
Like I said, I mean, I'm just kind of trying to sit on the sidelines or be as liquid as possible.
I mean, I still got, you know, bread to degen and whatnot and prepare myself for a couple minutes.
But the majority is kind of set to the side.
Yeah.
Oh, yeah, I agree.
And I think, I forget if I had bookmarked this,
but looking at short-term traders, they're actually underwater.
And those short-term traders are typically the, you know, the tourists, right?
And they're capitulating.
And why would they?
They are, because they bought the top.
And now they're like, oh, I'm underwater.
This is a scam.
I'm trying to get out.
So, on top of the short-term trader, the tourists are now underwater.
You have Grayscale dumping the price.
Or not, yeah, Grayscale dumping the price.
So, you have a double combination there of, you know, of FUD and people scared.
And you got to get these people out before we can move back up.
But that's kind of, I mean, this is the market.
I'm not scared.
Like, these are buying opportunities.
It's really easy to buy green candles when everybody's FOMOing.
But no one wants to buy when, you know, prices are cheap.
Like, this is why you have to have, you know, dry powder on the side.
And then James Butterfield has been kind of doing the inflows and outflows.
So, the largest outflows for Grayscale yesterday totaling in $1 billion.
And then today, we had $543 million.
While new ETFs saw a further of U.S. $500 million info, likely explains the recent Bitcoin weakness.
So, you have Grayscale with the flows this week is in the negative, around 1,600 negative flows.
You have hashtags, Bitcoin ETFs flows, 0.5%.
ARK shares is up 73,735.
I guess this is this percent or is this millions?
I don't fucking know.
But there's a little chart up here showing you, you know, where all the money's coming through.
It looks like iShares and Fidelity are the top ones that get the most money inflows.
So, those are kind of the ones that everybody's, you know, picking as their ETFs.
So, I thought that was interesting.
And then, of course, yesterday, this could, I mean, this could definitely be a reason to pump our bags.
Fucking Trump is fucking coming to Ornals and launching his mugshot on motherfucking Ornals.
It's funny, high Indians here, because the last time high Indians here was when Trump first launched his Polygon thing.
And I was like, who's buying this?
He's like, I already bridged over.
I already bought my guy.
So, maybe, like, his collector base, the people that love Trump are, you know, they've done this before on Polygon.
They're going to learn about Ornals.
I'm going to pull the info.
I think it's kind of unattainable, though, bro.
I mean, it's kind of like the math isn't mapping.
I think you need to own 10K of his assets worth of Polygon assets or a certain number of the original cards.
It was 100.
Oh, there you go.
Yeah, and that, I think, you know, equals roughly about 10K or some shit.
And then you had the opportunity to buy and qualify for the Ornals.
So, like, you were paying a hefty amount of bread.
If he would have put this at, you know, not the 10K mark, I think if he would have did anywhere from 5 to 7, yeah, it would have been.
I think it's just a little high.
Like, it would have been perfect if he just lowered that grift by, like, 20%.
I wasn't, so, I wasn't, like, even thinking about, like, getting involved with Ornals.
I was just thinking about all the massive amount of people that followed Trump are now going to have to do research on Ornals.
And that possibly bringing liquidity into the market.
Like, oh, what's this?
What is Ornals?
What's on Ornals?
And then they Google it and they figure out, oh, this is on Bitcoin?
Why have none of the Bitcoin Maxis talked about this Ornals thing?
What?
People are building?
Like, you could buy JPEGs on top of Satoshi?
It's like, whoa, this isn't priced in.
Like, that's where I felt like that's where we see the pump.
Not so much, like, hey, I'm getting involved with the Trump NFT.
I see a massive amount of people realizing that Ornals exist and possibly want to spend some money over here on the Big Daddy chain.
That's kind of where I saw, like, man, pump our bags, my guy.
Let's fucking go, Trump.
So that's kind of how I felt.
But do you think that a lot of people that don't know about Ornals will learn about Ornals through this Trump NFT?
I think it'll definitely bring some eyes.
I don't know if they're going to learn about Ornals entirely.
But, I mean, they'll understand that you can do things on Bitcoin.
I posted it up to the top, so the Ornals drop is a supply of 200.
Roughly, you need about 10K to buy in, which is 100 Polygon NFTs.
You can't sell them for a year.
I guess there's a investing or something.
You need to buy a rare Trump physical card, which is about $2,500.
And the Ornals itself, which is about $5,500.
You do get a VIP dinner with Daddy Trump.
So I know he offered that with Polygon and with the Season 2 cards.
I don't know of anyone that claimed that shit, to be honest.
I don't know of anyone that managed to realize their dinner with Trump or any of that.
And I know people that drop bags.
So, yeah, there's just a breakdown.
It's about $13,000 in value on a $10,000 lockup.
So up to you if you see it's worth it or not.
But, I mean, here's the thing.
If Trump becomes president, he's already been very vocal about Bitcoin and about being involved in crypto.
He's even been very vocal about the rejection of CBDCs, which really, if you're an XRP, Maxie, I'd be praying this man doesn't make it into presidency because you're fucked.
Because you've been writing this CBDC narrative forever.
And if Trump gets in there and kind of dissolves this whole banking using XRP or any kind of blockchain system for a coin, your bags are done.
So just something to keep in mind.
I'd be just considering where I'd be allocating or when I would have to make a judgment call on this.
Because he's been very, very vocal about CBDCs and just the future of him as a president and crypto combined.
Yeah, I mean, I think if Trump gets elected, the market pumps.
But you guys see him and Vivek kind of getting close and hugging and talking.
If Vivek becomes his vice president, bro, this space is so forward thinking.
Whenever that's announced and people are going to go straight to the polls and see how much Trump's up by, dude, the market's going to pump whenever he announces that Vivek's his vice president.
Because Vivek is pretty much our savior here in crypto.
And it definitely seems like Trump's listening to him.
So it definitely seems like he's here.
He's like he's talking CBDCs, which he's never done before.
Vivek's been on that.
Now he's venturing into Bitcoin.
That's Vivek's area.
He's like, I want to make Bitcoin a currency.
Like it shouldn't have a tax on it.
So if Vivek, whenever that's announced, that Vivek and Donald Trump are running and if Trump's up by like a massive amount of points, the market's going to be so forward thinking, thinking that Trump's going to win and that they're going to have crypto friendly regulation.
And that's going to pump the market on top of it.
So I think this is a great scenario, man.
Yeah.
Have you seen Vivek?
Like Trump's Trump is started to sound like him.
So it makes me think like they're they're teaming up and that's going to be his vice president, bro.
I think I'd be huge.
Absolutely.
Go ahead, Zero.
Give your hand up, man.
Yeah, GM.
GM, GMX.
GM Chief.
Yeah, I was I raised my hand when you guys were talking about the correction on Bitcoin.
Honestly, guys, I think literally like I'm like I'm mad that there is like there is a correction.
Correction is happening right now because, you know, all the bears.
I remember when Bitcoin was like a 25K, 26K, people was like expecting Bitcoin to go to 10K, 12K and then pump again.
And honestly, this is literally like the last chance that probably everyone, like every bear will have.
And then moving from this correction like and onwards, like you won't be able to tell yourself like I was early because this correction will go down.
I think I think I see 30% from 48K.
So if you calculate 30% from 48K, you find yourself around 35-ish, 34-ish.
But the thing is, when you see the market from 34K to 36K, so there's no any support or resistance.
So it might go flush all the way down to 34K or 32K.
I'm honestly looking for the 32K resistance.
This is, I think, where Bitcoin will definitely head.
And, yeah, it's like I did, like, for example, for 2023, it was literally the year of accumulation.
Now what we're experiencing is literally the suckers rally, the disbelief where people think that it's like a bull run.
And then, you know, it's like a bull trap.
And then now we hit, I think, the biggest resistance, which is the 49K.
Now I think from 49K and all the way down to literally 32K is on the table.
And honestly, the only advice I would give to everyone is literally DCA-ing now until Bitcoin goes to, I don't know, 35, 32, whatever, I guess.
But when Bitcoin would be 100K, you're not going to blame yourself for not buying a 32K or 35K because it doesn't make any difference, honestly.
So, yeah.
Yeah, that's what we say all the time, this whole, I think I missed it.
And you're like, dude, it's like a grand.
You didn't miss shit.
If you're expecting it to 2X, what the hell is?
Oh, I made 98 grand instead of 100.
Like, you're really going to cry about that?
You're not, right?
You're going to be realistic.
At the time, it seems like a lot of money because you're, oh, dude, this guy got two, three more, you know, coins than me or whatever it is because of the money.
But it's not.
But, hey, this is good confirmation for me that you're seeing the same kind of chart and projection that I am.
So, see, CX, a lot of people are seeing the same shit, bro.
35 to 32, I think.
And you motherfuckers are always wrong.
So, I'm just going to stick to 36 to 38.
Go ahead.
Hi, Indian.
I was just going to see if y'all saw the whole Dave Portnoy thing with Spirit Airlines.
It got me reminiscent of, like, 2016, like, kind of just like a bull market getting started because usually when Davey starts talking about stocks, stuff starts ripping, just not the stuff that he starts buying.
But immediately after he tweeted about buying a Spirit Airlines stock, it, like, dumped, like, 15 or 25 percent.
And, I mean, it went back up.
But it was just, I don't know.
It got me in this, like, nostalgic feeling that, you know, we might actually be headed towards an actual bull market.
And, you know, like you said, Vivek and Trump, if they win, I swear, the floodgates are open, bro.
We're about to start bumping.
But I also keep what you said, I think, a week or two ago back in my head.
It's just like it's an election season.
So, you got to be wary, like, you can't not put it on Joe Biden or the current administration to make things look good, you know, so that way they can get the vote.
But, you know, if they were to get elected, you know, who knows the markets might tank.
Oh, did you already see Biden's already going back to his old fucking thing he did last election where he's going to fucking do the student loan debt forgiveness?
Like, that's the only thing he can run on.
That stuff, it's not even funny.
You're going to forgive student loans for people that, you know, took out the loans.
And you need to cut a check to all the people that decided not to go to college and went straight into the workforce.
That's just how I feel personally, though.
The Supreme Court already decided on and said it's, like, unconstitutional.
You can't make an executive decision to, like, relieve student debt.
And this motherfucker is going back to the wishing well for his, like, this is the only thing he can run on, bro.
Like, I'm going to give you free shit, my guys.
I don't want to go into this whole political talk, but I ain't seen Kamala Harris since she got elected, bro.
That was the biggest fucking psyop known to man.
And us putting a woman vice president to not even โ I don't even know where she went.
She went on vacation, but โ
I heard she's in charge of AI right now.
I don't know if that's true or not, but I thought that was crazy.
No, I'm just saying.
We're not going to go political, but yeah.
We're not going to get into it.
But we talked about the whole Trader Joe phone yesterday.
Solana 2 now has more pre-orders than the Apple Vision Pro.
You motherfuckers are only here for airdrops and free money.
I mean, really think about it, guys.
You guys are here in crypto because of โ yeah, you can mint an NFT or buy crypto, go 200%.
But the promise of free money in these airdrops is pretty much the main reason why everybody's here, right?
And this is obvious proof that you all are here for airdrops.
And I have more evidence of that too, but the fucking Apple Vision Pro has less pre-orders than this Solana fucking 2 Mobile V2 that comes out in 2025 at like Q4 when the market dumps.
And all the meme coins that get airdropped you are worth fucking nothing.
Like, that's fucking absolutely insane.
And I told you guys this yesterday that we definitely need to keep track of culture events.
And Apple has a massive grip on the balls of culture in the United States.
And now that this VR headset's coming out, I definitely think it's going to become a narrative inside crypto.
I know it sounds weird, but the AI narrative's starting to heat up.
This overnight, this Apple Pro Vision thing, narrative's heating up.
Like, mana's up.
Like, decentraland's up.
So you're starting to see the metaverse and the AI coins starting to pump off this Apple Vision Pro fucking narrative.
And definitely start, you're going to continue seeing it.
And maybe we're going to start seeing premiums on VR headsets on fucking internet.
Dude, that's wild because I literally saw that this morning too when I was looking at, like, you know, just price bubbles.
Like, mana was up out of all fucking things.
Everything's red and then mana's up out of nowhere.
And I'm like, dude, that's so random.
But now that's kind of cool that you made that association because I never thought that, you know, people were assuming or prepping for these metaverse experiences already.
Yep.
That's what I'm getting to.
So last time we saw...
Does anybody have a price tag on the Apple Vision?
$3,500.
That's pretty steep.
But these motherfuckers will buy 5K fucking used fucking Solana phone off eBay.
Right?
I'm so glad I got one before they sold out.
But I'm not going to buy the two.
Like, if you got the one, you don't...
Unless you just feel like showing support, I don't see why you'd buy the second one.
Have you...
Did you...
I don't know if you saw our post yesterday, but Trader Joe's hinting at a thing called the Joan.
You're a big AVAX person.
And the AVAX Foundation is starting to say, we support community coins.
And I was like, bro, this Trader Joe phone's going to spit out fucking community coins left and right.
Would you be bullish on a fucking Avalanche phone, bro?
I think Avalanche phone would look very cool.
But I don't know about...
Like, if I were to buy it, like you said, it's just for the airdrops, man.
That's it.
But I don't...
Meme coins, there was like two or three that popped off on AVAX.
But I haven't seen them have a run like Solana has as far as shit coins go.
If you get, right?
But yeah, it's...
Was it Cocky New?
And what was the other one that was the comment...
Was it like the founder's calf or dog?
Something red, I forgot.
I can't remember.
Yeah, bro.
I think it's just a start.
And meme coins are...
Meme coins are...
All these fucking protocols are launching meme coins to test their test nets.
And they're all this shit.
So I think meme coins are definitely going to be...
I don't know.
It's going to be...
There's a...
There's an airdrop.
I can't remember what blockchain it's on.
But one of the tasks is to actually create your own meme pointer.
Like, just create your own token.
Which is pretty wild to me.
Like, in order to qualify for the airdrop, you've got to go in there and start coding a little bit.
I mean, it's not super difficult.
Like, they give you step by step.
But I thought it was pretty interesting.
Imagine everyone in the world just has their own token.
If you could find that information and pin it up, I think that would be pretty cool.
I don't...
I've never heard of it.
Yeah, let me dig around and see if I can't find it.
Okay.
I'm going to go deliver this...
What is this?
A fucking package.
It looks like a printer.
Oh, it's a stroller.
It needs a signature.
I'll be right back, Chief, if you can run it for a few minutes.
Yeah, I didn't even know why people are getting signatures on their strollers.
Yeah, because they think they live in a bad neighborhood.
So they're like, I don't want this stroller stolen off my front porch.
So they asked for a signature.
Which this neighborhood is not...
It is a safe neighborhood, but they're just...
So...
They live in St. Louis, bro.
They live in St. Louis.
Like, they're parents.
Pin something up to the top.
About a month ago or so, we had Icebags on the timeline talking about how Can Pie Pandas
had acquired a gaming studio.
And they were in the process of, you know, going down that route.
Everyone was kind of weary, right, of what Can Pie is going to do.
I mean, they're more or less a contact sport exclusive club.
I guess that's the easiest way for me to explain it, right?
They offer perks for their members.
Not only that, but they're an omni-chain NFT.
But anyway, so they partnered with Rainy Studios and working on a game.
I guess Seedon is another partner of this kind of acquisition or just conglomerate now.
So anyway, it says that two games have been confirmed.
All old tokens from these games, I'm assuming, will be merged into the new ecosystem and changed in tokenomics.
Got a little overview of the games.
The Rainy ecosystem, it has one live game plus two upcoming.
Rainy Lords of the Light is a trading card game available on Epic.
Legends of Chronomatica is a social mobile rating game.
And it unannounced rumors of a big IP fighter game.
The change in tokenomics are just based off of from what the game's original tokenomics was.
And then it just talks about how their new coin and what they're transitioning to.
Key points, Lord of Light has 10,000 downloads on Epic.
It's giving 63K in the Rainy ST tokens to holders and players this week.
So if you're participating, you have a chance to win or a slice of this pool.
And will redirect 40% of their storefront revenue back into players.
So something to keep in mind.
I mean, I know that we had never really considered Kampai Pandas or I never did in this whole gaming meta or studio.
But it seems like they bought and acquired and, you know, collabed with a pretty decent studio.
And are working to build out some of their things.
So I'm wondering if they're going to, you know, put some of their contact sport MMA influence into these.
Maybe that's what part of the fighting game is.
It could be potential.
Oh, we need a UFC fucking fighting game with crypto influencers in it.
Like Alex versus Thread guy in a UFC fight, like on a mobile game.
Like, dude, come on.
That's like we have no Web3 fighting games.
Like, we need some pro combat sports in this fucking Web3.
All the fighting's just on Twitter.
Yeah, bro, dude.
It'd be so tight.
We can like skin.
You can use the skins.
And I could, bro, I could fight Chief.
Chief could fight double.
I sent y'all a, I DM'd y'all the link that I saw for the, for the airdrop trading your own smart token or whatever.
So if y'all want to just check it out before I pin it to the top.
Don't pin it up, bro.
Who gives a fuck?
I trust you.
Seems like it's pretty interesting.
It's a resource, right?
We're not telling people to buy or do it.
We're just like, if you're interested in like a week from now, you have the bookmark.
You bookmark it and you go back to it instead of searching the internet.
Next thing I pinned up top is just so we have an idea.
I thought this was a pretty interesting metric.
It shows TVL of all the popular chains, right?
So we got Arbitrum at 4.23 billion.
We got Blast at 1.32 billion.
We got Optimism at 1.1.
We got Manta at 500.
That's what we need to talk about, Manta, baby.
Manta's at number four.
No one even talks about that with the TVL locked.
Manta is a-
It's even bigger than base.
Base is at 501.
ZK Sync is at 165.
That's really surprising because I know motherfuckers have been farming ZK for like two years, bro.
And the fact that they barely have any money like locked in is kind of really surprising to me.
You got Mantle at 163.
You got Metis at 115.
Linnea at 85 million.
And StarkNet at 49.
Honestly, when I look at this, yeah, Manta looks nice at number four in TVL.
But dude, Linnea?
I think that that's highly undervalued, bro.
I mean, at 89 mil, I mean, 85 mil, let's just say that it reaches roughly 2X, 3X from there.
I think that that's pretty much doable compared to what's 2X right now.
Well, it's not even-
Yeah.
Yeah, bro.
So that's what I'm saying.
Yeah, that's a no-brainer.
Like, we should definitely be talking about that more and probably find some resources for people to farm the Linnea.
Because is it consensus behind Linnea?
I have some old threads.
I'll see if I can find it in my bookmarks.
I have a couple threads that are for farm Linnea, and we'll see if we can put them up and we can get the TDA at least to do a couple sessions or something.
Because, like I said, at 85, bro, TVL, that's very little for the backing and the type of chain that they're claiming that they're going to be.
Yeah, Manta, I think.
Didn't they have their airdrop yesterday?
They got, like, DDoS attacked and shit.
But, man, that's very impressive.
No one talks about Manta, but number four in TVL locked.
I think it has a lot to do with you have the stake to get that airdrop.
But, man, like, they're killing it, and they're going to be a force to reckon with.
Definitely need to probably get some of that, get exposure to them somehow, maybe get a few of the tokens.
And I don't think I've actually checked.
I think I might have been eligible for some part of the airdrop because I was staked on Celestia, too.
So I didn't check yesterday.
I know they had, like, an airdrop.
It was kind of flooded.
They got DDoS attacked.
But if you were, like, staked on Manta with their native ETH, or I think if they use Celestia for date of availability,
I think that would qualify you also for some Manta tokens.
So I need to check out that tonight.
But Manta Pacific is a token everybody needs to be aware of.
It's going to be a killer.
It's already looking like a killer.
No one's talking about it.
So it's under the radar.
But look at the TVL.
That's kind of, like, the best indicator when you're looking at some of this stuff is the TVL locked in it.
But that's a good call, Chief.
I'm glad you brought that up, man.
And I guess if we're talking about, just talking about Celestia, right?
Not a lot of people know this.
But when Celestia is being built, they built this other network.
It's called Fuel Network.
It's the world's fastest modular execution layer.
So when they were building Celestia, they built another execution layer to, like, test Celestia.
And the team behind Celestia is behind this Fuel Network.
A few days ago, it was actually in October, they introduced their bridge app, alpha.fuel.network.network.bridge.
They don't have a token or anything.
But how do you get usually tokens and airdrops?
You participate in the bridges.
You participate in the protocol.
Fuel Network, the team backing Celestia.
A lot of VCs know this.
Not a lot of retail know this.
So if you go participate in the bridge, participate in the protocol, there is going to be a Fuel
Token in the future.
And, of course, when people are pumping this token, they're actually going to mention Celestia
and the team behind Celestia.
So definitely think this is going to be an under, it's an under radar thing.
Not a lot of people even know Fuel Network.
You probably just heard about it right now.
But there are ways to participate.
And I think the fact that Celestia is, like, one of the top leading narratives with their
modular blockchain, they're a top 30 token.
I definitely think if you do participate in this Fuel Network, you'll be rewarded handsomely
when they do launch your token.
So just keep track of stuff like this.
Just throwing it out there.
Do some more research on it.
But I just pinned up the bridge right there if you do want to participate in the whole
Fuel Network.
Do you know about Pith?
That's what I'm talking about.
Everybody is here.
We brought this up earlier this week where there's speculation.
I was telling you speculation.
If you stake your Pith, that's going to possibly get you airdropped since it isn't.
I pinned it up top.
Like, everyone is on this Pith staking now that Tia is basically, a lot of people have
saw that they got four or five airdrops with Tia.
And so now this Pith narrative is kind of going hard.
So pinned it up to the top.
If any of you guys were looking at airdrop farming, I think I got that one.
And I got one more because I was looking to do this later on today.
I've talked to a couple friends of mine.
They're already doing it.
And they're staked up.
They went about it a little bit different way instead of maxing out specific wallets.
My homie did seven wallets with roughly the same amount inside each one to kind of qualify
across multiple wallets rather than qualify for volume or amount.
So obviously, there's a million ways for you to play airdrops, right?
Just figure out what works for you.
Two guides up top for you guys to check out what potentially method you want to use.
Or maybe you use a little hybrid of both and it's a combination.
So definitely check it out.
It's the newest narrative right now.
And I can definitely see it picking up.
Dude, this space is so ridiculous, bro.
It's just a rumor.
And look at what happens when people start like this space is a speculation theater.
People are like, oh, I could possibly get airdrops if I stake my pith.
Done deal.
And now it's fucking like 40K stake pith in like the past like week.
It's gone absolutely ballistic off of rumor.
So yeah, you guys are all here for airdrops.
Just admit it.
Just admit you're here for the free money.
You don't care about the technology.
You don't care about the art.
You're just here for the free money and the charts show it.
I mean, the TV all locked in Manta.
The only reason people had that TV all locked is because of the airdrop.
Now pith.
Like, oh, you're going to get airdropped.
Oh, I'm going to stake.
Like, dude, this whole fucking industry is ran by fucking airdrops and free money, bro.
It's obvious.
But double, what's up, brother?
Haven't talked to you.
Say what's up to 1984 after that before we move on.
What are you doing, bro?
What's up, man?
No, nothing.
Just looking at pith down.
It's just going down 10% down.
So it might be a good move.
Yeah.
Have you been airdrop farming at all?
You've been kind of.
No, no, I did.
I did the Tia one.
What is it?
Celestia?
Yeah, yeah.
I staked a little bit of that.
I made like 30 cents.
I put like a thousand bucks in there.
I made like 30 cents.
I mean, you know.
You had to do it by the 19th.
You would have got that Dimission airdrop.
Oh, yeah.
I think I'm going to try this one, though.
I think this is probably a better, a good place to be rather than having like illiquid JPEGs in my wallet going to zero.
This is probably a better.
Yeah, that's what I'm doing, too, though.
I'm kind of packing bags right now.
So that way when we get these run-ups, you know, I'm unloading bags rather than trying to pack or trade it into bags or out of bags.
So, like, I mean, obviously, I'm going to go back into the whole Tia and I was going to do another round of that.
But then I saw this Pith one and, you know, this little decline might be a good time to establish a new position early, right?
Even if you only get one of these airdrops, it could potentially pay it off.
I mean, you said you only staked the grand and didn't make much.
But the DYM airdrop, right, they're going for four bucks over the counter.
So if you would have gotten a little allocation of that, that would have paid that one K off.
So it's really not so much for the direct staking rewards, but more so for the validation and the benefits that come from the new novel ecosystem kind of thing.
So that's why I think this Pith one is the move.
You know, I hadn't heard about it and now a lot of people are talking and I think it's still a little early.
So I'm going to try it today at least.
What do you guys think about staking, say, SEI?
Oh, I have some of that, too.
I didn't stake it.
I have a thread on how to do that, right?
I can probably pin that up.
Let me find it real quick.
I had it yesterday and I've been considering doing that, too, because I bought some like spot bought it and it's just chilling in my wallet.
So, I mean, why not?
I just don't know.
But I feel like there's no speculative rumors just yet.
So it might be just staking for direct staking for now.
And then eventually it'll, you know, go and rotate into something else.
So I think the number one thing, everybody in this space, you should be staking is, I've been saying it wrong.
I got commented yesterday in the comments that I've been saying this wrong.
But Eigenlayer, I've been saying Eganlayer, but Eigenlayer is basically Celestia, but better security.
And Celestia is a ranked 22, like 22 token.
Eigenlayer is basically Celestia, but is built on Ethereum and it has better security.
So people are saying, like, this is easily out of the market, like, off the bat, a $5 billion market cap, and it's going to compete with Celestia.
So once this opens up on January 29th, which is going to probably be your last chance until the airdrop probably comes out in the middle of the year,
you got to get some points for staking, like, on Eigenlayer, bro.
It's going to be probably the biggest airdrop this year, personally, I think, is this Eigenlayer.
And if you're not participating, if you're not staking at least 0.25 on there, I really think you'll be missing out on an opportunity.
This is going to be huge.
It's pretty much the first mover on ETH with this restaking thing, and it has tons of investments from Coinbase and all kinds of stuff.
So when January 29th comes along and you have that opportunity to stake 0.25 in there, you take that opportunity every single chance
because it's going to be your last opportunity to possibly get one of the biggest airdrops in 2024.
So I've showed it multiple times.
I showed you the Swell double, the double airdrop where you stake your ETH on Swell, you earn pearls,
and then you take that Swell and put it into the stake Swell pool on Eigenlayer, and you get a double airdrop.
So next week or two weeks from now, you guys definitely need to get your ETH together and be staking on Eigenlayer.
It's definitely going to reward you.
And it's only $85,000 that's going to be allowed to be staked in there.
And you're like, oh, that's not a lot of money.
I mean, or you think, oh, that's a lot of money.
And in reality, it's really not a lot of money.
It's probably like one or two Good Whales and maybe a little bit of retail, and that's it.
And it's done.
So something to keep in mind as well.
I pinned up to the top.
Sneaky did a post just regarding the DYM.
This is what we were talking about.
There's only 60 hours left to claim DYM.
I reminded you guys yesterday.
We've been talking about it for a while.
Well, run all of your base wallets through this checker.
Run all of your friend tech, pet friends on all that bullshit that we did on base.
Run that wallet through here.
And a lot of people have qualified from it.
So once again, take five minutes out of your day.
This is literal free bread.
It's trading at $4 a token over the counter before it goes live.
So take five minutes out of your day.
Pop your wallets all in there.
See what you qualify for.
See what you don't.
And just all you do is say, hey, this is me.
Confirm.
And they're going to airdrop it to you.
Or it might be a claim at a later date.
So for now, make sure you guys are doing the DYM.
Only 60 hours left for that.
Yep.
Josh is down there.
Josh, Mr. Josh Butts, the one that runs the community group chat for the Twitter, bro.
He's changed his name to Josh slash airdrops with this saga monkey.
He never gives me โ he griefs me on the whole fucking me calling saga monkeys at one soul and then went to 10.
But it was a good trade.
I called the generational bottom.
But go ahead, Josh.
And then real quick before we get to Josh.
Double, the SEA thread is up top and it gives you info on how to stake and just more info on that ecosystem.
Go ahead, Josh.
Josh Yo, what's up?
I was just going to say, yeah, I've been getting into airdrop farming for the past like six months daily doing ZK Sync
and have all my wallets for pretty much every single airdrop in the top like 1% to 2%.
I've been checking them all and doing different things every single day.
Make sure you stake Injective, Osmo, Coogee, all of those on the Cosmos ecosystem.
Probably going to want to look into staking SEA.
I was going to say as well as Tia and all that shit.
But just on top of that, if y'all wanted to open up a channel โ
I know for a while there's like a couple channels in the Discord that I sent like a ton of airdrop shit like months ago.
But I don't know if there's like a specific airdrop channel or like an airdrop role that we could maybe do
that I could start pinging people on and just start posting a bunch of shit in there.
I just started doing that or I'm about to start doing that in professionals Discord as well.
I know a couple of us follow him or in that Discord also.
But yeah, I've just been grinding out these airdrops and kind of playing around with my Saga phone
and hoping for some cool daps to come out on that.
I think this year I'm probably just going to focus mainly on airdrops just because I'm so bullish on them.
Might as well risk a lot less money than since I suck ass at trading NFTs.
Other than my Saga Monkey call.
That's probably about the only NFT call I've had in a minute that did really well.
But yeah, definitely don't fade these airdrops, y'all.
This is easy, easy money.
Especially if you have some ETH that's not locked up in anything.
Might as well lock it up in something that's going to get you a return.
Do you think that there will be more built on top of the Saga phone?
I did see the developer.
It was somebody.
I'll go find in my bookmarks.
It's the day that we went off and we didn't have the space because spaces were fucking up.
Where he was talking about building daps on top of the Solana phone.
So you definitely think daps are coming to the Solana phone soon?
Yeah, I know there's already that one Honey Bee game or some shit on there that some people are saying that might turn into something.
I don't know.
It's pretty boring.
I tried to play it and it was very unimpressing.
So I'm hoping that there's going to be some more cooler games coming out.
I can't even remember the name of it.
But I saw another game.
I want to say it was just yesterday or the day before.
But I have so much shit on my mind with these airdrops.
It's so hard to keep up with everything.
I have a million things bookmarked and liked to try to save for later.
If anybody's looking to just look for airdrop alpha,
if you just click on my profile and then go to the posts I've liked section,
I have like a billion threads in here on things you can stake,
tasks you can do, threads to do, shit like that.
We'll throw a few up in the pin nest so we can put it in the fucking thread shop.
Dude, yeah, I just sent it in the TDA chat.
Let me see.
No, put it up top.
Put it up top.
If you have like one of your favorite threads that you liked in the past week,
put it up top.
That is something maybe we haven't talked about.
Just trying to give resources to people.
Yeah, let me go find some.
I sent some Linea ones in the chat.
Yeah, Linea.
Let's get some Linea ones.
That would be perfect.
Some of these are older just because I feel like everybody's kind of shifted from Linea
to the new thing.
So it's like don't forget the old ones.
Do daily transactions.
Make sure you're getting on sync swap, making just basic swaps, stuff like that.
Thanks to MemeLand, this is my new account since they fucking got my ass suspended.
So if you don't follow me.
Well, we didn't see that coming.
Yeah.
Fuck.
That shit was so dumb.
Are we going to do that?
If another project, another NFT project asks you to put like MemeLand or Yoga Pets or Pizza
Ninjas in your bio or makes you farm or PortalCoin, is that something that we're not doing anymore
because our accounts are more valuable than...
Do you remember when that whole ban came through for...
Shout out to the homie Sneaky barely back on the timeline, but when all those people that
had that orange square, like Twitter banned 1,000 and 1,500 accounts, like banned.
Like they're never coming back and you had to go appeal through fucking months of bullshit.
So like this whole you association with projects and either abusing that, even the affiliate
square or any of that shit, right?
When you're farming, like they're cracking down on all of that shit, dude.
Yeah, I'm pretty sure it's just because I had MemeLand in my name, so I didn't take it
out fast enough.
So RIP that account.
Been appealing for months.
Doubt I'm even going to see anything.
But I don't know.
MemeLand opened up like a ticket thing in their Discord.
You can like...
If anybody else has a banned or suspended account, you can go and like submit your shit and hopefully
they're going to help us get it back.
But I don't know.
I don't have a ton of hope for it, but it's whatever.
But yeah, make sure you don't fade these airdrops.
These are going to be big.
I mean, it's the best way to do it.
I mean, you need a few hundred bucks.
You can make a few thousand dollars.
It's pretty the least risky way to participate in crypto at this moment is just farming these
airdrops.
And if you have...
Yeah, I was about to say, if you don't have any money, don't fade the test nets.
Like a lot of people don't even know.
Like when I first got into airdrops, I was like, what the fuck is a test net?
Did you just claim some free ETH from a faucet?
Most of the times it's not going to be worth shit, but you can go ahead and get some early
user test net activity.
And lots of times you'll get rewarded for being extra, extra early on their test nets.
So don't fade those.
A lot of money can be made from those.
Five, six, seven grand I've seen people get.
All right.
Well, I have one up here that's a potential airdrop alpha.
Chief, you could try this yourself, but it's called Radoshi Takamoko.
I don't know if that's his name, but potential airdrop alpha.
If you've ever held stable coins in 2023, you're likely due to some Ondo, O-N-D-O points.
Ondo creates the first yield bearing stable coin, USDY.
And the idea is to show you how much interest you missed out on by holding normal stable coins.
You go to O-N-D-O dot foundation slash points.
You hook up your wallets.
I think you connect your Twitter and it should tell you how many points you get.
And it's possibly a potential airdrop.
So, Chief, I pinned it up top.
You're a stabled up kind of guy.
Let's see if you get any points.
I couldn't do it on my mobile today, so I think it's best on desktop.
But try this one out and see what you get.
And then while you're doing that, I'm going to throw it to Hi-Indian.
So go ahead, Hi-Indian.
I don't have anything airdrop related, but have y'all seen Pulse Chain lately?
Oh, it's been pumping.
Basically, Richard Hart started his own fucking meta, bro.
You go against the SEC, your coins are all pumped pretty much how it works at this point.
I've been talking about the gainers the past two days.
It's all Pulse Chain shit.
Yeah, I was looking at the deck screener today, and its volume is above Optimism, Base, and Avalanche right now.
And it looks like it didn't take a hit.
Like, everything in crypto basically took a hit because of the mass sell-off.
But Pulse Chain seems like it wasn't affected whatsoever.
That's weird.
Is it because he's going after him is the reason why it's going up?
It's like a sympathy play?
Because when Binance got hit with, like, oh, the SEC's coming after you, they fucking dropped the token drastically.
So I was like, I'm kind of confused.
Is it just the fact that he's trying to fight him and he's getting Elon's lawyers involved?
Is the reason he's pumping?
No clue, man.
I have no clue.
All I know is my friend, I have one friend that's actually on Pulse Chain.
I've never, like, used it.
But he dumped, like, $2,000 on some meme coin called Teddy, like, a month or two ago.
And he's been holding it since.
And that thing's worth, like, $40,000 right now.
So I just thought it was insane.
I had no clue that Pulse Chain was doing what it's doing.
So I just checked his...
I guess we'll just keep this.
No, I just checked his Ando shit.
I mean, apparently I didn't keep enough stable coins.
I only missed out on $2 of interest.
So clearly being a fucking degen and staying in crypto is the way.
Because you can keep your $2.50 instead.
But I got it.
I got, you know, I think it was, like, 20 points, 30 points.
And that's it.
They basically reference how many days you've held stables in your account for how long.
And then they can average what you're holding, your average holding of stable coins is.
Mine was, like, dog shit, right?
It was, like, $80.
Is what I typically hold in stables.
So it's all good.
We're degen over here.
But, yeah, you guys can go do it.
I mean, it was safe.
It didn't come up with any kind of crazy pop-ups.
You're not...
It's a gasless transaction.
You're only signing.
But, yeah, I mean, check it out.
Could be something.
Could be nothing.
If you're a big stable person, then probably going to make more money on this than if you're a degen in crypto.
Yeah, I saw it this morning.
I couldn't fuck with it.
So I was like, oh, Chief has a computer.
We'll do it.
We'll do it with him.
There's this new thing.
It's called the Bitcoin Virtual Machine.
And it used to be called the Trustless Computer Protocol.
Has been rebranded to the Bitcoin Virtual Machine created in March of 2023.
BVM supports smart contracts on Bitcoin.
Lightning's fast and low cost Bitcoin Layer 2s.
Launching your own Layer 2 just a few clicks.
I have this post up here.
It's kind of like an airdrop for you guys for this BVM or whatever it's called.
So it's called the Bitcoin Virtual Machine.
First come, first serve.
It's in earn claim points for a free BVM token.
You sign up.
You complete the capture verification.
You select get on the allow list and post and share on X.
And you get these BVM points.
And then that will be your BVM token allocation.
Not saying go and do it.
You can do whatever the fuck you want.
I'm just giving you another resource or opportunity.
If you do want to participate, earn these points that everybody's going crazy.
I blast started this whole fucking point meta.
And then if you get these points, when they launch your token, that's going to be your allocation.
So just another airdrop there.
It's called the Bitcoin Virtual Machine.
Everything you need to know is up top for you.
So I'm going to throw it out there for you, let you know about it.
We know it's all the SVM, the thing that we talked about, like the Satoshi Bitcoin fork or whatever thing that was that ZK roll up.
And that's going crazy, too.
So these ZK roll ups, these EVM compatible shit, they're crazy.
I have something on that.
That one was a โ that man got called out by ZachXBT.
It ended up being a scam.
Posted it up to the top just so you guys can get a little bit more info.
Shit's kind of hilarious, really.
So the creator of the protocol, Thor Hart Vizgen or whatever, basically tweeted or wrote inside the Telegram,
apologies, guys, dumb moves all around, both in selling large clips and linking it to my doc's wallet so people can see me.
For info, I have supported SAVM more than that one tweet, but obviously not as much as many of you.
I feel really bad about this situation and the impact this might have had on the community, and I'm sorry.
So my man dumped 5,000 โ I think he dumped 5,000 or a shit ton of his tokens off on basically everyone's head
as he was pumping it on the timeline saying that it was the greatest execution layer that exists.
And so, yeah, it's kind of wild when you're sitting there dumping on people's head linked to your doc's wallet first off.
And then secondly, you know what I'm saying?
And, like, not only that, but you get ZachXBT on your ass and you just get inverse broad,
yeah, that's really bad when you're scamming, you know, because now everybody knows.
So shit's wild.
Be careful who you're following.
The chances are that if you've seen a shit ton of influencers coordinate tweet at the same time,
they got more tokens than you, fam.
You know, and they probably got them at a cheaper price.
So just keep that in mind.
Don't be eggs of liquidity to influencer shills and do your own research.
Mistakes are made in a wallet I control.
What's up, Eddie?
What's up, guys?
How we doing?
Good to see you all today, as always.
Again, killing it.
Express our chief.
Unbelievable dedication and consistency.
So let's see.
What do we got?
One, we've been telling you guys ad infinitum about Liquidium.
And I've been checking.
And there's only, like, I don't know how many times we said to use Liquidium.
And we've said it over and over again over the last, like, week and a half, two weeks.
And there's only been 70 new users.
Since we started talking.
There were, like, 200 people in the space.
It's kind of absurd.
So use Liquidium.
For those of you guys that don't know, Liquidium is a lending platform on Bitcoin.
Well, it's the first lending platform on Bitcoin for digital artifacts.
And they're in their alpha slash beta stage and have had rumors of, you know, the little camera emoji.
And there's a point system for qualification.
So that's adding a little bit more context as to why and what Liquidium is.
Go check it out.
So go ahead, Eddie.
Yeah, I mean, at some point I will, you know, stop shelling it because there's, like, a, there's a diminishing return where I do need more users because that does help the overall value of the project.
But at some point it starts diluting my overall value.
So, you know, use it while you can.
It's still a, well, you'll be able to use it forever.
But now it's probably the highest TV time to use it.
And you can make a lot of money while you're doing so.
So just a thought there.
A couple other things.
Two, if you have any pudgy assets at all, which I have one little pudgy left.
I sold one here.
But, and I really wanted to sell my other little pudgy when they hit, like, 18, 19.
But I didn't.
And the reason why I'm not doing so is, well, one, they're probably going to do well over the course of the next, like, six to eight months.
Like, they'll probably go to, the big pudgies will probably go to 30 to 40 ETH at some point.
But also beyond that, you can take your little pudgy and you can move it on a bridge, on a layer zero bridge, which is native to layer zero, was developed by the layer zero team, has been supported to hell by the layer zero team.
And they, like, they love the pudgies more than anything else.
And people still hold their pudgies on Ethereum, which blows my mind.
But I'm telling you, if you are looking to farm the layer zero airdrop, probably one of the most surefire ways to get that done is use their bridge that's native to the pudgies.
And I'm probably, like, I just moved a few days ago my little pudgy from ETH to Arbitrum.
Probably going to send it to another wallet, move it to Binance or Polygon, and then send that back to another wallet and move it back to Arbitrum, send it to another wallet, Polygon.
Just do that over and over again.
And who knows?
Like, they're definitely looking, the layer zero team will 100% be looking to reward the pudgies.
If you haven't paid attention, they invested in the pudgies.
They gave pudgies as a bonus to all of their employees last year.
And they rock pudgies, and they talk about them all the time.
Like, the one thing that they're going to definitely do with the layer zero airdrop is give some to pudgies.
And if you want to be sure that you get that, use the bridge that they built for the pudgies.
So that's another, I guess, piece of alpha.
And then separately, I don't know if you guys are paying attention, and I recently became an ambassador for them.
So full disclosure there.
And I also have a reference on my profile.
So again, full disclosure.
But I've been talking a lot with Wasabi, and they are by far and away the single best place to be long and shorting NFTs.
Like, it's actually really good.
I got liquidated for an ETH.
So just to say, like, I've lost a lot more money there than I've made there.
But it is, like, actually the single best place to long and short NFTs and their experiences.
Near flawless.
You can do up to 5x leverage on a lot of the top collections, and they're going to be adding more.
So that's actually really good.
They use Flooring.
They use Floor Protocol as their infra, I guess you could say, to help get that accomplished.
Which is also a great way to earn single-sided staking rewards on the NFTs that you like.
There's a whole lot of, like, really interesting things you could be doing there.
And if I had a base layer, you just want to be long and shorting.
You do it on Wasabi, and you're getting points for what is likely to be probably their own token airdrop at some point, too.
Which I know everyone hates the points meta.
They get really annoyed by it.
But I will say, you know, we had DeFi farming, where it would be, like, liquidity mining, I guess you'd call it.
Yeah, that's what it was.
Liquidity mining.
And the problem with that is that led to massive, continuous dump pressure.
So these protocols need a way of distributing their tokens at some point.
So this is one of the best ways to do so without massive, continuous dump pressure until the token is fully out.
And at that point, you actually have, like, pretty decent tokenomics to work with.
So I think this is actually a better, you know, a better growth of the space.
But all that to say, Wasabi, really solid, really impressive team, in my opinion.
And they have great info there.
Blast has some pretty massive stuff coming.
I believe that the early speculation on their token right now, according to some over-the-counter trades, is, like, $4.50 a token of whatever they distribute.
So that's pretty impressive.
And make sure that you guys are checking out the Quidium and bridging with your pledges.
So that's, like, the primary pieces of alpha I've got for today.
Eddie, I have a question for you, but I'm going to throw it to Trill real quick.
It's about the sappies.
And there's a lot of bullish sentiment going around with that project.
And I pinned up one thing he talked about while I'm saying, talking to some protocols about token airdrops for seal holders, position accordingly.
So I'm going to go to Trill.
Yeah, I'll answer all that.
I'm going to let you ponder on that, and then we'll come back to you.
So go ahead, Trill.
Break down what we got going on today.
I pinned up the mint schedule.
We've got a lot of shit going on.
So go ahead.
Yeah, what's up, GM?
Yeah, the main reason I wanted to jump up here was we do have a few winners for the allow list that we got last night for the Kevin Abash drop on Ordenos that's running through Magic Eden.
So let me pin it up to the top.
So, yeah, we've got some people in there.
It's going to be minted on Magic Eden in, like, 10 minutes.
Mint price is at .03, so it is pretty pricey.
But if you have the liquidity to kind of pay attention and maybe mint it, you'd have, like, 30 minutes to mint once it starts.
So keep an eye on that.
Pinned it up to the top.
Another thing kind of unrelated to us that I did want to pin up to the top to add to the conversation is Killa Bears just announced that they're moving to Solana.
The little bears are going to go first, and then the bigger bears are going to go later.
So I'm just going to pin that up to the top as well.
And then for the people in our Discord, we do have an allow list running for Wade Side, which is a part of Wade Friends.
And they just kind of hit their all-time high at 1.7 ETH.
So a lot of eyes go into Wade Friends and all that stuff who are aligned with Line Friends and IPX.
So if you're on our Discord, make sure to at least sign up for the allow list.
So, Trill, let me bounce right off of that.
And I'll answer Expresso's point with this as well.
So there's a couple things about the Sappys.
Like, I'll just be straight.
There's a reason I โ like, I don't just show the Sappys because I own them and like them.
I bought them because of these reasons.
Like, I bought them because of the reasons I'm talking about, not because โ like, I didn't own them and now I have these reasons.
People get that backwards.
Some people think I'm a long-term holder.
I literally โ like, Bob said, I am not a long-term holder.
I just bought 20 of them like in the last month or two, not because โ anyway, all that to say, Wade Friends.
So there was a space, I think, yesterday in the morning, and it was pretty clear what was going on.
So there was, like โ I think it was Wade Friends and IPX were holding a space, and they had Mochaverse there, and they had Azuki.
So that's, like, pretty obvious connections and people that have been working with IPX.
And then they invited Wob as well.
So if you're looking at, like, who is also working with IPX, you know, you can make some bets there.
What else?
So on the front of, like, the token airdrops and stuff like that, they actually โ so the Sapiens do have a history of stronger token allocations,
which I didn't even know at the time until, like, way later on.
When Floor Protocol launched and I was farming them probably back in, like, September โ
and โ crap, just screw on my phone.
Floor โ like, farming them pretty aggressively back in September or so.
I was like, you know what?
It's a little weird that, for whatever reason, the Sapiens are getting, like, an outstanding amount of Floor FLC tokens compared to the rest.
So that was โ I didn't know this at the time, but that was a silent agreement between Floor Protocol and SEALS,
where they basically decided separately of their own accord that they would reward the SEALS far more than any of the other collections that they had on that protocol.
So that was pretty interesting.
They also have โ we're getting โ the SEALS are getting outstanding bonuses with Nifty Island,
probably Arcade, given some of the questions or some of the things that were mentioned there,
and several other things across the board.
So, like, Wob's background, for anyone that isn't aware, is he is a DeFi native.
And he's, like โ he's also for, you know, in terms of terminology-wise โ
I started to, like, hate this word because it's overused and most people don't get it,
but he is a true Web3 degen at its heart.
And he gets involved with a lot of these protocols as they start and as they get involved.
And the SEALS are going to be launching their own NFT5 protocol probably within the next three to four months.
And all that said, like, these are the types of holders that these protocols want to get in touch with for anything that they do.
We're also โ the SEALS are the singular, like, buy rating, the highest community users of, like, Nifty Island, for example.
So, all that together, you have games looking at us, and we're, like, they actually play the games.
The SEALS actually use and play the games.
And you have NFT5 protocols looking at the SEALS, and, like, they actually use and mess around with these protocols and know what they're doing.
So, it's, like, if you want to target a collection and be, like, hey, you guys can have some of our airdrop
so that you guys can be incentivized to use the protocol.
You have the Pudgies, and the Pudgies have been pretty excellent because their holdership is generally DeFi-centric.
And then you have the SEALS.
And there are basically no one else that can do it on the same level as these two collections.
Like, the Pudgies and the SEALS have fairly similar and also heavily crypto-negative holderships,
and no one else is even anywhere near aligned with that.
So, you're talking about airdrops and premier allocations to these tokens as they come out.
Look, it's, like, it's not easy to predict because there is a limited amount of these things that do get airdropped eventually,
and there's a limited amount of things that are willing to work with NFTs in this fashion.
So, looking forward, like, it's a little tough to say, oh, yeah, just buy a SAPI and you're going to get tons of airdrops.
But the reality is the SAPIs have been getting consistently higher allocations from many different protocols across the spectrum
and will likely continue to do so at least in a small extent, if not, like, an actually pretty outstanding extent.
And it's not just, like, you get an extra $100 from these protocols.
It's a multiplier.
So, literally, like, it was a massive, massive, massive increase in FLC from floor protocol compared to any of the other collections.
It was, like, three to five-fold, if not more.
So, it was, yeah, what they're doing with the SEAL Team 6 over there.
So, you're going to see more, like, projects like Dimension give allocation to their token to NFT projects.
And you're saying that possibly when flooring protocol comes out there, they're going to give an allocation.
And then there will be other things that Wab has partnered with that they will get an allocation in airdrop tokens
based about just being a holder for SAPIs, right?
Some of it's literally confirmed.
And some of it is literally confirmed.
And some of it has already happened and continues to happen.
Like, floor has already happened, continues to happen.
Wasabi is already happening.
Well, not already, but Wasabi is confirmed as going to happen.
But Arcade is likely to happen considering some of the competition.
Oh, well, oh, fuck.
You got it.
I didn't say anything.
You got it.
I didn't say anything.
I wasn't speaking.
We're recording space.
But, I mean, while we were just talking, we were just talking about this new kind of, this new meta that's going on.
We saw it with the Dimension airdrop where Bad Kids Club on Cosmos got some dimension.
You got Pudgies get dimension.
Mad Lads got dimension.
And then I saw your post a few days ago where you've been talking to people about getting airdropped tokens.
What did you say exactly?
I have it pinned up here.
You said, man, so if you go, taking some more protocol, talking to some more protocols about token airdrops for seal holders, position accordingly.
So, I'm kind of thinking that you're kind of thinking what everybody else is thinking where there probably is some, you know, Eddie's talking about, you know, TradeFi and seals moving in that direction.
We have a lot of, like, Wasabi, Arcade, Flory Protocol all coming in this space.
Some have dropped tokens.
Some don't.
Are you trying to position yourself similar to the Dimension airdrop where seals can get some of those tokens when they do drop?
Yeah.
So, obviously, we missed the Dimension airdrop.
I think that, I don't know how much communication was done there if that was just, like, their marketing team thinking, okay, let's pick, like, the number one project on each chain and then, you know, sort of roll with that.
A lot of people don't realize about seals.
We're quite ingrained within the NFT5 builder sort of circles.
Like, throughout the entire bear market, while no one was kind of using these protocols or engaging with them, we were pushing them quite a bit.
And I know internally in the team, you know, we have some, like, tokenomics and, like, TradFi sort of experts that, you know, have been in the game for decades.
And they've been soft advising some of these protocols and companies and actually putting liquidity through them.
And we've also been kind of educating our holders on the fact that, like, these things exist and that you should be using them and pushing them towards them.
So, obviously, I think there's a great deal of social capital that exists within those spheres that I think 99% of NFT projects just don't even know exist.
It's more crypto-native than it is sort of NFT-native, especially since a lot of the protocols are focusing on, like, RWA and such.
But, like, we've been doing that on the back end for so long that, like, people outside of the community probably have no idea that that exists.
Like, you could look at the floor, like, I don't have to, you know, it's not something I said necessarily publicly until, like, recently, but, and I don't want to, like, speak for the team.
But you can look at the FLC rewards contrasting to every single other collection and weight it by floor price.
And you'll see how skewed the rewards were for, sort of, sappy seals.
I had no idea, Wob, like, I was providing a lot of liquidity on the seals and I was like, why am I getting such higher rewards than all of these other collections consistently?
I didn't, I didn't know why.
And then, like, three months later, you're like, oh, yeah, by the way, we did that.
And I was like, oh.
Yeah, I think a lot of things we don't tend to say out loud, but it does exist in the background.
I prefer to say it in the, like, afterwards.
But, yeah, I think generally just like the way we kind of operate the company is that we're quite abundant.
So we talk to a lot of people.
We help a lot of people out behind the scenes and such.
And obviously that, you know, in the bull market, that tends to repay itself because, you know, if they're looking for communities, like, who are you going to airdrop tokens to?
Are you going to airdrop them to NFT projects that have been consistently down only for this better part of two years that have no DeFi native holders or, you know, holders that are familiar with this sort of technology?
Or are you going to focus on collections like Pudgies and, like, seals that have a crossover of holdership that are all quite, like, ingrained in the DeFi sphere and have been performing quite well when it comes to just general coins and narrative rotations?
Like, I know a lot of that liquidity hasn't been put into seals and the floor price hasn't gone up.
But, I mean, if you look at the Pixel token, that has gone crazy and has shown very little pullback at all.
And that's from, that's where most of the liquidity in the seal community is flowing towards, which is why the NFT hasn't necessarily caught up to that.
But I think you'll see that that will start to, as people start to see the risk to reward, they may start piling into that as well.
But the seal community is actually gaining a fuck-ton of liquidity that other people haven't seen while other ecosystems have been routinely getting that liquidity extracted.
And I think that's just going to be a trend that's going to continue to take place.
Like, we've always pushed seals to, like, you know, go do this, go do that, go participate in this airdrop, do this, you know, all internally within the community.
And, I mean, if you look at, like, Nifty Island, the island token, they're doing the airdrop and there's a leaderboard.
Currently, 75% of seals are unable to access it because staked seals don't work.
And yet, they're the number one collection behind the official collection that has participated in that airdrop campaign.
So, it speaks for itself.
Not only that, though, I mean, something that you said that I think a lot of people miss, and I guess this goes back to what Eddie's point of being a crypto-native, quote-unquote, degen, right?
Is the idea of if you educate these people with just the ability and the fact that there's opportunities around them, right?
You can, there are no metrics that you have to be in this box, right?
Community doesn't mean that all we do is play fucking marbles on the week, you know, and then hang out on spaces together.
I mean, in a sense, community members care for each other.
And if why not share, why not educate, why not guide?
Because in a sense, like you said, if we're making them money, right, it's a value add past having to sell.
That's been the ultimate downfall for NFTs is that people only actualize or realize value when they exit rather than while they're present.
And so, you sit and you have this battle of if I don't provide enough, there's no reason for them to stay.
But if you give them no reason for them to sell as an opposite approach, that is also a viable route, right?
If there's no reason to sell because being and having access to WAB, the community members, and just these plays, pays for a pudgy, I mean, pays for, sorry, a sappy two or three times over, why not, right?
Yeah, Chief, you're saying this because of your experience with the boost, especially.
Yeah, no, I mean, that's literally what it is.
It's just kind of one, it's one of those things that I've been an active, I'm an active trader, dude.
I mean, at least two to three times a day in and out something, right?
But very, very few collections I've ever held for the fact of just being a community member and have extrapolated more value than potential, let's just say opportunity cost of holding, just due to how active I trade.
And so being able to find these kind of collections where the EV positive is being around them rather than what I can profit off of their work, it's different and it's rare, right?
We had a lot of this in the early NFT vibes when you had communities that were niche into something.
You had Cyber Kongs, Kaiju Kings, those were communities, NFT communities, but those were the alpha groups.
They ran everything.
Kongs, Kaijus, Anonymous, right?
And now we've become, in a sense, washed to where now you're just a community and we're just community members.
We make fan art and we shitpost on the timeline when before these communities were the biggest brains.
Like if you wanted a dev, you'd go to Neo Tokyo.
That's what it was.
Like Neo Tokyo was the builders, the crack devs, the big brains, but they were still a community.
And now everyone, in a sense, there's no identity in this community aspect.
So hats off to you on the team, Wobb, for understanding that, hey, if you make people money, there's no reason for them to walk away from you.
And even then, making people money doesn't necessarily mean direct monetary gain, but more so knowledge to make money down the line, right?
And have opportunities.
Also, Wobb, just two things.
One, requests.
These are my requests of people that I hope, I'm sure you have, but would love to.
Layer Zero, Monad, or Monad, whatever it is, and Wormhole.
I know all of those teams are looking to work with projects or have worked with projects, so if you could hit up some lines there, that'd be base.
Like, dude, if we could get a SEALs channel in Wormhole like they gave to the Mad Lads, that would be awesome.
And then also, also, there was one other thing.
Oh, yeah, just as a commendation to what you guys are doing, I had like an hour and a half call with a developer from the SEAL community.
It was pretty exciting and pretty good.
So, Wobb, just so you know, it was pretty cool.
It was cool to talk to his fellow SEALs.
Yeah, there's some smart people, some hidden gems.
On the Layer Zero stuff, the problem is with a lot of these protocol sort of airdrops that are not NFT-5 related and are more focused on, you know, an L2 or an L1, they're expecting you to do something on their chain, right?
Well, you can tell them that we have derivatives that are on multi-chains.
Oh, no, I know, I know.
I've had discussions with, like, Monad.
Well, Wobb, I would tell you to look at, I think that, as always, Dots is just dog shit at talking.
But what Kaiju did for their omni-chain experience was 100% catered to farm Layer Zero, right?
It involved you having to go to, you know, a chain of four or five different chains to participate in the experience and every bridge, every move to complete.
It was like you got to go get pages, right?
Every chain had a different experience and at the end you'd collect a page to a book.
But it was an idealian experience garnered around moving back and forth and then, you know, coming back to the starting line.
It was 100% designed for the community to farm the airdrop.
So, I think that you can do one-off experiences that are catered for just the airdrop farming as well and then kind of in summation with your lore or whatever you want to do to make it kind of tie back to the seals.
But there are experiences that way that I thought was really cool.
But, I mean, Kaijus just suck at marketing.
But, yeah, they did that, like, six months ago or eight months ago for that.
Kaijus is always doing cool shit.
Like, I speak to Dots a lot and I'm giving him some marketing advice as well.
I like Dots, man.
We got a love-of-hey relationship.
I've known Dots for, like, three years and Giga Brain, horrible speaker, bro.
Like, no one knows that this man does everything first.
No one knows that.
But he does everything first for anyone that doesn't know everything from the whole customizable NFT avatars and all that bullshit.
They just don't make it to the light of day.
But, crack dev, dude.
Crack dev.
The thing is, you've got to make people care.
Like, that's the number one thing whenever you do anything.
Like, what incentive is there for people outside of your community to care?
And that's the one piece they're missing.
And when it comes to, like, airdrop farming across โ by the way, I don't want to, like, steal the show.
I'm sure you've got other things to discuss.
But when it comes to, like, airdrop farming and stuff, going through these different chains and blah, blah, blah, and having one-off activation,
I think that Layer Zero and stuff are aware that these things exist.
And we'll probably weight it more towards, like, genuine efforts that are building, like, super long-term things.
And, like, if I was to make a move for Sappy, I would want it to be something impactful that matters and wasn't just, like, a simple airdrop farm.
It was more so, like, you know, a big move onto Layer Zero or onto Monad or, you know, similar.
Yeah, not leveraging that ability, but more so catering the whole experience around this move.
Appreciate you for coming through, Wob.
Stage is always open for you, my man.
And we'd love to hear from you and grow from you in other ways, too, besides Sappy's.
I mean, you're more than welcome to just stay on stage and kick it and continue the conversation with us.
And, yeah, man, appreciate you for signing through.
You would like these guys, Wob.
You don't talk to them enough.
I think I've been on Daily Alpha a few times, I think.
Just a second.
Go ahead.
Hey, Wob, really quick.
Yeah, really quick.
So let's say, let's just say I've got some seals, right?
What do you think would be the best move right now?
To stake them on your website or farm them on Nifty Island or something like that?
You'll be able to farm on Nifty Island as well.
It's just they had a bug where the stake seals weren't being checked.
But I would definitely suggest doing that because we're one of their main partners.
So there'll probably be a good reward there if you participate in that.
And obviously staking as well because there's no reason not to, right?
It costs nothing.
Yeah.
So I can stake and I can do both.
I had this issue double where I was like, do I really want to stake the seals?
There's other opportunities I could do, especially with liquidity provision.
I kind of looked across the board and there was nothing as EV positive, at least, as staking pixel.
There was nothing that matched the consistency, I guess, that made me.
So I could speak on it.
I would stake it.
Well, there you go.
I pinned up something to, oh, I'm sorry.
I don't know if we're transitioning yet.
No, it's all right.
We are kind of all right.
I was just like, I think it's cool that these, you know, everybody says, you know, I want more money.
I want free money.
But, like, the only way you can get free money to your holders is, like, to dilute your collection or drop the token.
It's kind of interesting to see these NFT projects, like Wobb and others, trying to, like, use their community and leverage your community to get, like, tokens from other ecosystems.
Instead of diluting your own collection, you know, try to leverage your own community and try to get into these protocols and reward your community member you built and the community you built by rewarding with tokens on other protocols.
That's interesting.
But, dude, that's, like, that's literally the whole point of an NFT collection.
Yeah.
It's the whole point is leveraging a community to have outsized impact.
But that involves, the biggest issue with that is that that involves seeing your NFT project as a distribution route.
And most people don't, which in reality, what you're selling is the ability to distribute to 6K active users, 5K active users, whatever it is.
That's your leveraging metric.
And most people don't like considering that their community is a distribution avenue.
Yep, because most people don't know what they're doing.
Yeah, I saw this from Ian from, um, from, uh, what is it, Photo Finish?
And he's hinting at possibly using Bonk, uh, as part of, like, bets for the horse racing.
So, nearly 600,000 unique wallets have Bonk.
It's time to have some serious fun, people.
And Bonk Inu partnership with Photo Finish.
So, possibly, you can maybe ride some fucking dogs or possibly use your Bonk as, like, for ways to bet on horses instead of using a crown.
So, just another, just, like, example of, like, project founders trying to think outside the box and use other tokens and incorporate it into their games and shit.
I thought it was pretty interesting.
That's probably more, more likely, bro, that you can bet with Bonk than you're racing horses.
You know, I mean, then you're racing on top of dogs.
But, hey, that would be kind of cool.
I just saw, you see the image there?
It says it's a very special event and it has, like, a Shiba Inu dog.
I was like, dude, do they, do they wrap these horses in dogs and now you can race the dogs?
It still doesn't be hamster racing, though.
Hamster racing was the peak.
Dude, they need to bring hamster racing back.
Hamster racing was peak of the bear, bro.
Like, that was great.
You know what I can't believe, Chief?
I can't, that was, like, a fully functional, ready-to-go business that could have, that could have sustained for, like, years.
And they just, they rugged it.
And it was, like, that was, that was literally a casino that was ready to print.
And they rugged it.
Like, I don't, I don't get why you did that.
That shit was hilarious.
They got called out for running the same video loop.
They bought new hamsters.
Like, these dudes were for real.
That pet store made some money.
On that note, I pinned something up to the top.
There is an incubator that is, I think, from China.
It's called, let's see, idclub.org, right?
They're the ones that have been doing a lot of these Asian ordinal drops, kind of that, this is their incubator platform.
They're dropping a new collection called Ordinal Fat Kings.
It's a free ordinal collection of 10K.
I pinned it up.
It's the second pin post.
Just go with one back.
Go check it out.
Throw some noties on.
See what you can do to participate.
I mean, no one from this side of the world is really talking about this.
And I've been blindsided by this ordinal.
I can't remember the collection that came out from them.
But, yeah.
Oh, it was the Rats Friends.
And that hit a peak of 0.018 Bitcoin.
So, the Rats Friends was a free mint to all rats and sats holders.
It launched from this specific platform.
It's heavily influenced by China and Asia.
So, something to check out.
I just wouldn't fade it if it's free.
Yo, Chief.
A question.
Do you know who the best either follows or sources and resources are for China ordinal related discussions?
Because, like, for example, OneCat has had zero discussion on my timeline.
Literally zero discussion on my timeline.
And there was a day that they moved $100 million on ETH to their deposits.
Like, $100 million.
And no one mentioned it here.
Because it's all the Chinese.
It was, but they did some weird shit, too.
Not only was it only in Chinese circles, but then they reached out to the ETH influencer cabal to onboard.
They didn't onboard any of the, I guess you would say, the West native ordinal people.
They reached out to, I mean, no disrespect to anyone, but, like, Demon and, you know, that kind of crew of the ETH influencers.
So, that was really off-putting for me, just not seeing anyone that I know natively.
That's why I didn't even push OneCat or even talk about it.
They had, I guess, some type of BRC raise earlier in the year that had an oversubscription of, like, a couple million.
And that's what caused them to actually drop the collection.
And that's really the source on that.
But for my Asian alpha, I'm going to pin up, he's the guy that actually told me about this.
Everything's in fucking Chinese.
Yeah, yeah.
I'm going to pin up Adam too.
There's two people.
This guy, I don't even know how to say his name.
It's Fahuahaha.
I've done messaged him a million times in Chinese and shit and tell him, like, yo, I appreciate your alpha.
Let's be friends.
And it's never gone more than this.
But he's good.
He always does good posts.
And then Adam runs Ordinalist China.
And Adam's probably the number one vocal influencer on that side.
He runs a couple of communities, too, that have, like, the fuzzy foxes, the hippos, and all that kind of stuff.
So, I'll pin Adam up there, too.
Like, I want to know if they like the node monkeys, for example.
I want to know what collection.
They trade BRCs, bro.
They don't like any artifacts.
I mean, they don't care for them, right?
He's even, Adam shared that with us.
Like, they buy and they'll trade every once in a while and collect.
But primarily, what's occurring over there is everyone got tired of being rugged off of ETH and Sol and, you know, contract rugs and liquidity pools and all that bullshit.
And then once this ability of you can't get rugged unless you're getting rugged by your fellow man ability came out on Bitcoin, they just went crazy.
And so, BRC20s, BRC420s, BRC100s, shit, there was a video that we posted up the day that Matt went live.
And it was a fucking apartment room of 30 grown-ass men, you know, Asian dudes smoking cigarettes and just trading that.
So, they're more on the token side.
Really?
Yeah.
It's kind of wild.
Wow.
Which, I mean, like, that's what's interesting is I feel like that will continue to be the case until there's one that really hits.
Like, and if we could figure out whichever one that really hits, I mean, everyone jokes about when Asia wakes up, but literally if they like one of these collections, finally, it'll clash.
Yeah, 100%.
And that's the thing, too.
It's like you see a little bit of interest.
You saw it with the frogs.
You saw it with the node monks.
But you still have yet to see mass adoption like that, especially on the artifact side, right?
Everyone is exposed.
Everyone understands ordinals.
But when you ask, they're like, yeah, I mean, I passively or I buy and I trade.
But mainly they're searching for BRC420s.
And that's why OKX volume is fucking nutty.
If you guys really want to know where ordinals volume is, go to OKX and just see how these coins fucking trade that just launched.
You know, it's really wild and it's hard to gauge what, what, you know, is really going to hit that metric.
Is it cute?
Is it something like Fanta bears, right?
Not pixelated, highly colorful, very, very cultural themed, or is it not?
So I think that that's the biggest issue right now is finding that artifact collection that they want.
But for now, tokens are the move for more of Asia, bro.
Yeah, for anyone that forgets what Fanta bears are, it was like, I think it was a, yeah, it was 2022.
They launched on New Year's Eve 2021 into 2022 and they minted for like 0.35 ETH, OK, and they were just shilled by basically the Justin Bieber of China.
And they went from 0.35 to 9 ETH or like 10 ETH within a week and were like the premier collection for China for a while.
And then they just dumped to zero over the course of the next like the ensuing six months because they were just an influencer shill fest.
But all that to say, like, the amount of money that's waiting in the wings to send these things from Asia specifically to New Heights is ridiculous.
It's just that there's nothing that they target.
Like, there is no collection that they like because most of these collections are natively Western.
But there are a couple that are really Asian focused and actually hit.
And it's just like when they do hit, they go parabolic, unbelievably fast.
Well, it's ordinal time and ordinals are everywhere.
They're on Doge and they're on Litecoin also.
And there's a new Litecoin marketplace.
So maybe we need to deep dive into some Litecoin ordinals.
But this marketplace is called ordinals.fund.
If you do want to get into some Litecoin ordinals, it's another Litecoin.
Ordinals has emerged, which comes with its own built-in wallet infrastructure, similar to Doggy Market.
This wallet is connected into the browser, not the safest.
I really don't prefer that.
But it makes it simple, makes it easy.
You just sent Litecoin over to this wallet and you can start buying Litecoin ordinals.
So start writing it up.
I have zero exposure to the Litecoin.
But definitely, ordinal theory is pretty simple to understand.
One is more valuable than two.
Two is more valuable than three.
You can invest accordingly that way.
So you've got to get into the early inscriptions.
And typically, that stuff would be valuable over time is how I feel about it.
But that's what I'm looking at.
We have, I guess, Magic Eden.
I guess we've got Eddie up here, the speculador.
Jack Lew, part of Magic Eden, had a post yesterday.
Some huge things are getting launched next week.
I'm so proud of the team and I can't sleep.
One thing I learned as Magic Eden got bigger, building product with a team of 100 is fundamentally different from building to zero to one.
Everything is about culture.
Culture is a machine through our vision is brought to life.
Building a great product is hard.
Building a great culture is harder.
I'm very proud of the culture we have at Magic Eden.
It's the culture that pushes the boundaries of innovation.
This is because a team has a deep love for Web3, community, and NFTs.
There are tons of natural passions and energy that makes the company move forward by itself.
Culture, the input, something groundbreaking is the output.
Monday, we will see.
So what do we think Monday is?
No, it's not.
I'll tell you guys exactly what it is.
We're in the process right now of also getting most of the TDA members that are in our Discord or have been a part of our community set up.
I have Magic Eden Wallet beta codes.
And so we're slowly kind of giving those out.
Huge.
The wallet is, like I said, in beta.
What I was told was what we just saw, what Expresso, I'm pretty sure coincides with the revamp that I was told that's coming on the reward system.
That could potentially be worth my time and worth our time as a community and as a whole.
This is literally word for word how it was pitched to me.
That I should definitely check it out and that the new reward system right now, they're only catered to Solana Interactions.
The new one will involve multi-chain as the wallet is multi-chain.
It is an omni-chain wallet.
And with that, the new reward system is what basically we'll be launching next week.
So you guys heard it here first.
And if you're in the TDA, I'll reach out to you through a DM.
Probably later on today, I've got about 15 out.
And we'll just keep going through until I get most of these codes out.
Yeah, Chief, I'm taking you up on that later.
Yeah, dude, it's awesome.
The wallet's icy and it's, you know, inside swaps, you can BTC to USDC inside the wallet, everything.
So they're going to, quote unquote, be gauging and it's worth our participation, guys, if y'all can read between the lines.
Which, and by the way, we'll note, so just for anyone that thinks otherwise, Magic Eden is definitely going to be launching their own token token at some point.
They've outwardly teased it so many times that I feel like it's not even speculation anymore.
So they're going to be launching their token, but so is Tensor.
And I will say, like, on the Magic Eden side, there is some level of, well, let's, like, we don't need to worry about Tensor because Tensor is Solana and Magic Eden is now multi-chain.
But at the same time, I will say it's like, from what I gather, from what I can kind of feel, there's an unspoken game of chicken going on where they're trying to figure out who's going to go first.
And then whoever goes second is hoping to try and steal some of the thunder from the first.
So there's that going on.
And I think that might be holding back both teams from launching, at least at the moment.
But we'll see.
And I will say, like, both of those teams are looking to launch both teams.
Well, not only that, Eddie.
And both of them are probably...
Imagine you get, if we go into this wallet token war of, you know, oh, dude, it's about to be a party.
Because now you have Magic Eden coming in as the omni chain versus the politics that has already, quote, unquote, been established with first movers of Xverse, Unisat, right?
And then now you're sitting here and Magic Eden saying, well, we just onboarded Yuga, right?
We now have the ability to have a full ETH marketplace as well.
So I think this is definitely going to force the hand of a lot of other market participants, maybe Magic, maybe MetaMask, right?
Maybe Phantom.
So I think this might be a good cascading event for us to be able to, as participants, take advantage of these wallet wars that are going to go on.
Because, I mean, that's what's left, right?
Is the establishment of these wallets becoming, you know, legitimized.
So, I don't know.
Though, we'll say on just real quick on the ETH Yuga Magic Eden thing, I'll just be honest, still kind of bearish on that.
Like, love what Limit Break is doing.
And I think that they're doing actually amazing work in terms of just putting together contracts that are useful and worth reading.
I think they just had a massive or at least a very interesting one come out about security this past week.
So just take a look at Gabe's account and he tweets about it.
So props to the guys at Limit Break.
But all that said, I am unconvinced that people are going to really like this Euga Marketplace.
And people will always, always, always tend towards the lowest prices and the highest sale locations.
So unless if they're able to, like, aggressively restrict it such that it only runs through Magic Eden, I'm not too confident.
I'll be honest, that people are going to love it.
And I will say, it's also pretty damn obvious that a lot of the biggest announcements that are going to be coming from Yuga have been withheld.
Because they're likely looking to wait until they get the ETH Marketplace rolling.
And then as soon as the ETH Marketplace on Magic Eden is rolling and they have confirmed protection of royalties, then they're going to start being like,
Oh, but, you know, like, we announced our partnership and that the Marketplace on Magic Eden is live.
And oh, by the way, here's our next big drop.
And here's our next big thing.
So people actually start trading on Magic Eden.
So I will say, like, in terms of speculative, Fortnite probably has announcements coming once that thing launches.
But all that to say, I'm not, I'm still, you know, very, very tepid on it.
Like, I don't, I don't love that generally.
I think Magic Eden will do well because of it.
But I'm not, like, super, super convinced that it's going to play out amazing.
We'll see.
Yeah, we will, man.
It should be fun.
Next couple, you know, this airdrop season and then it pairing up with wallets as well.
So I think that'll be kind of interesting.
In a little kind of transition into something new, new Bitcoin, supposedly L1 slash L2 is coming out.
Well, this was kind of dropped yesterday by Recursiveverse.
This is a project that they have one of the first recursive inscriptions.
When recursive technology first came out, they had the recursive doodles and a couple other just different tech innovations.
Well, pinned up to the top, they're trying to launch something called Merlin coin or the Merlin chain.
Merlin will build upon native assets, protocols and products of the Bitcoin layer one.
Merlin will continue to innovate and unleash their potential to make Bitcoin fun.
Merlin bridge.
Merlin will bridge multiple Bitcoin layer one native assets to layer two.
The bridge will utilize an MPC solution from Kobo Global, ensuring that all funds remain in a non-custodial and secure.
It's a, I mean, I guess just another bridge.
So I'm not going to read it all.
There's full info of how the bridge works and everyone that's kind of associated with it for you to do your due diligence.
But once again, listed there, they got Polygon, they got Cosmos, BNB, ETH.
I know that this is a battle for who's going to be first, but it wouldn't be bad to, if it's a no kind of cosplay, to check it out.
A hundred percent.
And Chief doesn't see the hands up, so he just continues to roll because he thinks no one wants to talk.
So go ahead, the flame.
Go ahead, the tooth.
Go ahead, flame.
Your flame is up.
Yo, I took it down for a second because I wasn't quite ready to tell you, but now I am.
I tweeted this in the comments, and if you want, I can pin it.
I don't know if you guys saw this whole narrative a couple days ago.
It was the anniversary of this email that Hal Finney sent out in 93, and it was about crypto trading cards.
And since then, a couple things have popped up.
I just saw this one searching for the Discord on Twitter, but there's an account by someone called RGB,
and there's some sort of project spinning up at sunstudio.com slash mob.
There's a whole tweet about it.
I'll pin that one because it's better for me to just pin it than try to explain it.
But the thing that I posted in the comments is there's a Discord that spun up called Cryptographic Trading Cards,
and the first 500 people allegedly get a spot.
And as far as I can tell, I'm trying to make sure that it isn't already maxed out, but there might be a few spots left.
It looks like there's maybe 350 people in the Discord yet.
It doesn't look like they've closed it out yet.
Password is LEET with threes instead of E's, all caps.
So hop in there and see if you can get a whitelist spot.
Still not sure what they're cooking up, but it looks interesting.
Crypto trading cards are all the rage these days, baby.
Did you guys see the Satoshi?
I don't know if it's the same Satoshi one that came on the space,
but it came out of hibernation and said hi yesterday or something.
They apparently were sim swapped.
Oh, okay.
They were sim swapped.
And they actually, in the process of getting sim swapped,
they kind of confirmed the speculation of who was actually behind the account.
Craig Wright.
Because, yeah, they confirmed it.
Like, the team themselves were like,
yeah, Craig Wright is in part control of this.
Can we please have our account back?
I really need to stop.
I mean, what is the coincidence that this kind of narrative of this account
like spins around the Nakamigos thing?
Like, Anon runs laps around this shit, bro.
He's like, oh, I see.
That's what I thought you said.
Hi on the same day as the trading cards.
They have to be connected.
I'm like, bro, dude.
Like, will these guys on the Satoshi account stop fucking doing active posts
right around Nakamigos updates?
Because Anon literally thinks Hal Finney's behind these fucking cards.
I don't think he actually believes that.
I know.
Who knows?
You got to give him shit.
He probably is thinking about it.
Hal, go ahead, bro.
Yo, Gmog.
Yeah, so just going back to what Eddie was saying,
I think the whole fucking thing with Yuga Labs
and them converting to a fucking, you know, royalties contract is,
to me, that's, I just, I'm just so bearish on that.
I never was with the idea of fucking royalties.
Like, in my mind, you fucking buy a piece of art or whatever it is.
You know, you're not going to pay that artist in real life
and go back and pay the artist royalties every single time.
Like, I know this is like a hot debate,
and this is just my opinion.
I don't know if it's, like, it doesn't seem sustainable.
You know, unless they pair this shit with, like, phenomenal news,
that's going to, like, everyone is going to love this
and want to migrate their ape over to the new fucking contract,
you know, where they say, oh, the other side's available now,
but the only way for you to put your ape on the other side
is to migrate the contract.
Like, why the fuck would anybody do that?
You know, like, I never thought Blur was bad, you know,
for the, you know, floor prices.
Like, it gamifies trading NFTs and so on and so forth.
People hate Blur for some reason.
I don't understand the logic.
Like, it brings in a bunch of fucking liquidity and stuff like that.
Which, by the way, dude, you've been seeing over the course of the past,
I don't know, two months,
exactly where Blur does not actually harm projects.
Yeah, I mean, literally.
Like, do you really think that, I mean, all respect to Pudgies.
I love Pudgies.
I love Luca and all that.
Do you think that they would have got to where they got
if you're able to put in a Pudgie, loan it,
and then take out a loan against a bunch of other fucking Pudgies
and so on and so forth and et cetera, et cetera?
I mean, like, not just Pudgies.
Like, any collection.
It doesn't take that much capital to send a project up to fucking Valhalla.
Like, we don't have a lot of liquidity in the space, you know,
realistically relative to other big markets.
So, in my mind, like, Blur just makes that a thousand times easier.
I'm just super ultra bearish on them enforcing royalties.
Like, they're going to have to pair this with fucking phenomenal news
that's going to want people to fucking do this.
And if they do something like, oh, you get an airdrop for doing this,
like, okay, motherfucker, like, the game's changed.
You know, hopefully people will look up to, like, getting more airdrops
and so on and so forth unless it's going to be really, really something of value.
Oh, you ain't getting into the clubhouse.
You're making an IRL clubhouse.
Oh, dude, there you go.
Fuck no, bro.
They have a fence up on that bitch,
and they got my name and picture plastered all over that motherfucker.
Do not let this asshole in.
Whatever you guys fucking do, it's all good, bro.
10,500 yachts in the whole world, Expresso.
And Bored Ape Yacht Club doesn't have a single one.
The irony.
The irony, baby.
They want to do these IRL clubhouses and shit.
I've always said this, like, if you don't want to bridge over, don't bridge over.
I definitely think there's going to be an incentive model.
But also, if you don't bridge over,
then the project has the right to not give you any of the utility associated with it.
So, you're not getting into the clubhouses.
You're not going to get the rewards for other side.
That's kind of their leverage.
The only leverage they really had, and that's what they're going to go after.
So, that's how I think it's going to work.
Like, if they do something where it's like you get, like, one year of royalties.
No, no, you're good.
I'll just make it quick.
Like, for anyone that doesn't know,
you cannot actually enforce royalties on the Apes unless they migrate to a new contract.
So, they must migrate to a new contract if you want to 100% enforce royalties.
So, that's why we're talking about migrating Apes.
It's not like we're just, like, assuming that.
It's a must for them to do so.
Yeah.
Like, and the only way I could ever see, possibly, and this is just stupid, ridiculous, ultra speculation, you know,
is, like, they'll give the person who migrates their ape, like, 5% royalties of every sale of that ape for, like, a year or some shit.
Like, maybe.
Or some absurd shit like that.
I have no fucking clue, bro.
Like, I can't wait to see how it plays out.
And as much as I shit on Apes and talk shit about Yuga, it comes from a place of endearment.
I want these motherfuckers to do well, not just because I have bags.
I just want everyone to fucking do well in this space to give this stupid fucking space a little bit of legitimacy because, you know, it's kind of a laughing stock, you know, when it comes to certain NFTs.
I know I come off really harsh and people say, oh, you fud Yuga.
You fud motherfucker.
I have literal fucking bags in this.
My bags are probably worth your house, you know, so, like, I want this shit to fucking do well, but if it doesn't do well, then it is what it is.
It's my fucking right.
I'll fud this shit to fucking oblivion, you know, let my shit go to zero.
It is what it is.
I think it'd come back.
But we've seen fucking Solana come from $8 and be the fucking prize fighter of the fucking crypto space.
So it's a lot of things.
Bullish.
A lot of things can change in six months or two a year, right?
So I'll let it go.
And last thing I'm going to say is, like, the fact that everyone is just so bearish, you know, I'm not saying pudgies are not going to flip, but the fact that everyone's so bearish, I err on the side of doing the, and I've said this multiple times, doing the opposite of what everyone else is doing works out.
I've won more times doing that than I've lost.
So, like, the fact that everyone's so bearish purely from a trader standpoint, like, makes me like apes now to want to fucking get some to, like, you know, like, maybe they're going to run the price up.
I don't give a fuck how they run the fucking price up.
This is purely from a trader standpoint.
They can do well.
Like, there's some opportunity here to make a little bit of, you know, ETH on some fucking trades or, you know, news.
So, yeah, I would actually kind of agree with that.
Like, I am not particularly bullish on the apes, but for purely the fact that, like, no one likes them really anymore except for their own holders, they might have another day in the sun, and I wouldn't be shocked to see that.
Like, I wouldn't be shocked to see apes go back to 50, 60.
I'd be shocked to see them put their all-time high, that's for sure, but I wouldn't be shocked to see them double.
So, yeah, I'm not, like, going to fud them to zero.
I just, I still think that there's better opportunities elsewhere.
But if you're looking for a time to swing, they're definitely going to be having their announcements coming out of that you, the Magic Heat.
All right, I'm going to throw a little alpha in here, and then I'll throw it to the hands.
There's this thing that came out yesterday called Ordinal Hive.
Introducing Ordinal Hive Testnet.
Experience the first pro trading platform for ordinal inscriptions.
Read the thread by joining.
We've been hard, so basically, it's a testnet.
They had this, like, this testnet waitlist that was only open for a few hours.
But I imagine with every other testnet we've been fucking farming like Baruchain, you perform these tasks, and you get entered into fucking probably a token when it gets launched.
So, kind of what this is, been hard at work building the best pro trading platform you've ever seen for ordinal traders.
We're thrilled to finally share it with you.
Faster trading, loader fees, pro features, real-time data, we're building it all.
Those on the waitlist will be eligible to gain access to the testnet and beta to make things more interesting.
Sign up for our waitlist and start earning points.
Hurry, our waitlist will only be open for the next five hours.
This was yesterday, so don't go FOMO.
By the way, the first 10 to QT this thread and say what they are most excited about will be eligible for our OG passes.
So, they basically said, at the very end, waitlist is closed.
This looks impressive.
Okay.
This looks cool.
I like this.
Yeah, so my suggestion to you is have notifications on this when they put out that, hey, waitlist is open.
Go sign up.
And I think this would be something that we would use.
Like, we really don't have these pro trading tune on ordinals.
Like, this could be, like, the first blur or the mintify of ordinals.
I think it could help us perform better and trade faster and shit, too.
So, definitely think it could be a useful tool.
And maybe we can hit them up and maybe we can get some waitlist codes for the community or something.
But this is something I found yesterday.
So, we really haven't done our DDE on it.
But definitely need to keep your eyes on this one.
Go, Chief.
Go, Chief.
Go get those codes.
Go, Troll.
Go, Troll.
I was going to say one thing on that, dude.
If testnet becomes as popular as it's becoming, yo, if I were you, I'd just go hit that fucking faucet as many times as you can whenever that faucet's over.
Just stack test BTZ, bro.
I mean, y'all are laughing.
That shit is going to be in high demand and no faucets are going to work.
And all these people are going to want to launch product and not have any users.
And you're going to be one step ahead of the game because you have the only thing that works, which is the testnet BTC.
So, I would go hit these faucets whenever you can, whenever you remember.
You sit down if the faucet's over and go grab you some and, you know, stack it up.
Because when it comes down to farming on these protocols, the more you have, the more you get to farm, right?
And you only get to hit the faucet X amount of times per hour, per day, or whatever the fuck it is.
So, I mean, I'm being serious, dude.
I really think that test BTC and all this test shit is going to be in high demand.
People are already having to send out personal test BTC in order for others to participate on their protocols.
Dude, this is alpha.
Yeah, think about that.
Collect some.
Hit the faucet.
It's free.
I mean, you're just not going to be able to hit it when there's a million motherfuckers trying to at once.
Damn, chill, bro.
What is this?
Fucking porno?
All right, go ahead, 1984.
Yo, what's up, guys?
I don't know if I can beat that faucet alpha drop that just dropped.
I just wanted to update on a few of the things that I promised I would update on.
Arsenal Art doing a mint of the famous and legendary artist Deborah Koss.
I did a link up here, but I think it's gone.
I can link it again where you can actually, yeah, you can actually try, go to the website.
Let me just link it so you guys can get it.
And you can actually win one of the NFTs for free.
There are multiple versions of these NFTs.
Some can be bought for like 5K and beyond and whatnot.
And then they have their normal drop, which is, I think, around 700 pieces.
Because I got like 50 whitelist spots for friends and families and whatnot.
So that's the one thing.
And the other was the cryptographic cards.
But I think somebody already mentioned that Discord is almost at 500.
So make sure you join that.
And lastly, the thing from last year, which we were building on, was the comic book, which is almost ready.
So maybe perhaps end January or early February, we will share some more alpha on that.
Thanks a lot, man.
It's an online thing.
Appreciate you.
What are you watching, Oprah?
Fuck.
All right.
Go ahead, Flame.
What are you watching?
What is that?
What is it in the background?
I'm actually in a Discord meeting with the crypto tech women.
So sorry for that.
No, I was like, it's QVC or it's Oprah.
But no, it's a Discord call.
All right, Flame.
Go ahead.
I was hoping it was like old Ricky Lake reruns.
That would have been crazy.
Oprah's buying FT.
He's bullish, dude.
Yeah.
You get a bag.
You get a bag.
You get a bag.
Go ahead, Flame.
First of all, it's Get Alpha from 1984.
I checked out that Mint.
And it's definitely like fine art situation.
Metropolitan Museum of Art level stuff.
So if you're like a hardcore fine art collector, you know, it's definitely Andy Warhol homage type stuff.
And it's pricey.
But like you can get a full set of these things for like $12K.
It's crazy.
But there's all these different permutations of that.
It's really interesting if you're into that kind of stuff.
If you like physicals and NFTs and high profile stuff.
I just wanted to also quickly mention that I pinned that tweet about the cryptographic trading cards tweet that I just stumbled on today.
And then also just a little bit of a humble brag, but also kind of a shout out to Pizza Ninjas.
Because the mint went down really smooth last night.
And now the floor on these things is almost triple mint price.
And so if you minted these things, you definitely won.
Even if it was just for a flip.
And they all look pretty good.
They're all on rare pizza sats.
And there's just crazy, crazy features with these things.
So if you're curious about like a high quality PFP on ordinals, I would just scope them out and see what you think.
I really like them.
They're definitely not for everybody, but I vibe with them.
And I'm a little, you know, bag biased because I somehow lucked out and got like the number one rarest one.
Because it's a custom and nobody else seems to have really any of these traits.
But I'm sorry.
What are we talking about?
What are these called?
Pizza Ninjas.
They're on Bitcoin.
It's PFP.
They're Trevor Owens PFP project.
And, you know, they've got all these crazy features.
You can animate them.
You can add emoji, like speech bubbles to them, you know, like GM and whatever.
You can play SNES on them.
There's an SNES emulator built into them.
And they change throughout the year their appearance, like on the holidays and stuff.
And they're planning on just adding more and more features over time because the way that they created these things was to be able to update them continually.
They're like probably one of the most dynamic things out there.
And I don't know.
They're just really cool.
Like, obviously, I'm a huge fan of Trevor.
Trevor, you know, so I'm biased for sure.
But I recommend just taking a look at them and see what you think.
I think the floor is a little โ people are going to paper hand these things a little bit.
They're not cheap.
I mean, the floor is like .083 right now.
But, you know, keep an eye.
Maybe somebody paper hands one because they need liquidity or whatever if you're interested in these.
But I just think they're super dope and wanted to express a little gratitude for how it played out for me because I've never โ and I'll probably never, ever get a number one rarity of anything ever again.
So just super dope.
Floor it.
No, don't floor it.
I mean โ
Liquidium.
I would sell.
Liquidium.
Yeah, there you go.
Yeah, I mean โ
Bro, floor that shit, dude.
Dynamics, cool.
The Super Nintendo's cool.
The traits change on holidays.
All cool stuff.
T.O., you can say what you want.
Zudu's going to be here.
He's going to stay around.
He's going to be a builder.
So definitely think it's a safe collection if you do have the money to buy in.
And shout out to people that got on whitelist and did the pizza videos and all that shit.
They get on whitelist.
These three extra money by just participating.
So that's what it's all about.
But that's the American dream.
That's the Christmas.
Have you got any offers for it, Flame?
Just out of curiosity.
Like, I was just kidding about the floor.
I personally rather own floors, to be honest.
Like, trust me.
I've learned my lesson with Rare Run of Ones.
Oh, yeah.
For those of you that know and don't know.
But, like, would you rather hold that one, that rare, the rarest one, and get, like,
10 floors in its place or 20 floors or whatever the fuck it's worth?
But have you gotten any worthwhile offers that you actually considered yet?
I just claimed it today, so I haven't seen any come through yet.
But it's going to be tough because, you know, like, he also put it on a special sat that not everybody has.
Like, a pizza palindrome sat.
So I feel like I'm kind of married to it, at least for the time being.
But, you know, you're only married to it until somebody offers to buy it for some amount of money you can't refuse.
Is this what real marriage is like?
Noah married Flame.
He's about to sell you for a bag.
Well, don't tell my wife.
She's in the other room.
Wife changing money, bro.
She doesn't know.
Yeah, literally, wife changing money.
It's a different metric.
Go ahead, Eddie, and then I pin something up to the top.
Sure.
Just real quick.
So some people may have missed it.
But the, so Blast, which I've been super bullish on, they announced their developer program this week.
If you want to learn more about it, if you're a developer, you can check it out.
It's blast.io slash bigbang, which is also pretty funny.
But, yeah, they announced their developer program, which the developers that are rebuilding on Blast are going to get 50% of the Blast airdrop, or at least the initial one.
And what's interesting about that is some developers will use that as effectively grant money, but others will use that to incentivize potential users.
So, for example, I believe Particle, which I've spoken with previously, they, so Particle dot, I think it's IO, Particle dot IO.
I'm not so sure.
I would, I would check on that, and I can second.
But, so Particle has, or at least they tried to build out a perps platform on ETH for, for NFTs.
And they were basically a direct competitor with Wasabi, who I was mentioning earlier.
And they just didn't get any liquidity.
Like, zero liquidity was going through them, so they were unusable.
Like, you go to try and short something, and there was literally zero short liquidity on their platform.
So, it's like, it was a good platform, but they didn't have anyone to use it.
So, in order to try and incentivize users, they are apparently going to be taking, I believe, their entire Blast allocation that they're going to get for being developers on Blast,
which they are definitely working with Blast, and giving it to people who work with them, slash, do stuff with them.
So, I'm going to actually have them on my show probably in a week or two to talk about what they're doing.
So, if you want to know more, like, I will have them on my show.
But, in the meantime, just, I would pay attention to, one, like, people who Blast follows, like, that account, and who they retweet,
because they talk about the projects and protocols that are going to be running there.
And then take a look at those protocols, because they might be giving out incentives to people who use them.
But also, just generally, like, pay attention.
Because, and again, I keep talking about Blast, but I think it's going to be one of, like, the top five largest distributions of an airdrop, slash, just launched it this year.
Like, it's like Blast, probably Wormhole, even though I don't really love Wormhole.
Layer Zero is probably going to be the biggest.
Eigen Layer and a couple of others are going to be massive.
So, if, like, I would not, everyone here likes to pay Blast, because they're like, oh, Ponzi-nomics.
But it's going to be enormous.
I've pinned something up for you, Eddie, and then for anyone that's in the space that wasn't here yesterday or didn't catch it.
This is a full thread of roughly about 15 different projects that are building on top of Blast that will be Blast native.
So, if you guys are trying to get early or try to, you know, understand the development that different protocols are going to have on Blast,
because it's going to be the birth of a brand new ecosystem, chain, et cetera, I would bookmark this and just follow along these protocols a little bit more due diligence.
Yep.
And I actually, if you want to know someone else, it's probably worth paying attention to.
So, Demon, I will note, like, Demon does actually have some pretty decent connects.
And one of the things that he's been rocking for a while, which I just noticed he changed his PFP, but he's been using a CBB bull PFP.
And if you're not following CBB and actively tracking what him and Hanwe are doing, or at least, like, roughly being aware of what they're doing,
they basically determine the markets from the things that they touch.
Like, every single time.
Thus far, they've been one of the leaders determining those markets.
So, I would pay very close attention to CBB.
I think it's, like, CBB 0FE is the account.
So, and then Hanwe, just, like, pay attention to those moves because basically every time they are the two biggest whales that interact.
Literally, when CBB or Hanwe enter or exit blur markets, they kill or, like, bring up NFT projects of their own accord.
Like, it's them.
So, I would be tracking.
Appreciate that.
And then right before that, I pinned something up to the top, just some breaking news.
Sats God or Sat God inscribed the oldest Satoshi that we have found to history, pinned up top.
I know that knowledge and a lot of people had gotten really close based off of the earliest known inscription and, you know,
just being able to grab those Sats that came from the Satoshi Glocks or the Halfinny ones.
And it seems like Sats God got closer than everyone else and has the oldest inscription to date on the Ordnose Protocol.
At inscription number, what?
What is that?
45 million or some shit?
Or 53 million?
So, interesting enough, man.
Another layer of value put on this.
All right, and then lastly, got one more thing in my, just my drafts that we were talking about.
Well, a couple things, actually.
So, for one, Ordnose Rugs.
I know that we talked about that, and this is the Saturn Protocol.
So, Saturn is a AMM for rare and unique Satoshis.
They have an airdrop, and they have their own native token called Rings, right?
That's the reason why you're on Saturn and you're farming that.
RUG is the first incubated token from that platform.
RUG will be airdropped to, I think it's a little bit north of, 100 plus communities in the Ordnose Space.
In order to qualify for your RUG airdrop, you have to log in with the wallet that has RUG assets in there, right?
The assets that qualify.
And create your account on Saturn.
It's about 50 bucks or so.
It's 100,000 Satoshis.
Deposit, interact, and you qualify.
That's literally all it is.
So, I'm pinning up to the top a whitelist checker for you to check your wallets to see which one you need to go play on Saturn with.
Go see what wallet makes it in Qualified for RUG.
I think they're still in the process of updating this, so don't freak out.
But if your wallet's not there and you've been participating, you're on Saturn, at least know this is a word of caution that you need to be a little bit more proactive and on top of this before it gets too late.
So, this is the reason it's so quote-unquote hyped.
These are the first two airdrops that we've seen on BTC that are direct from some type of protocol, business, entity, that kind of genre.
So, definitely not something that I would fade.
It's free money.
You apply.
You get there if you own one of these.
And I think the cheapest asset is like five or six bucks for you to qualify for RUG.
Obviously, it's going to be based on market cap, et cetera, for allocation, but you can still get something rather than nothing.
And then lastly, Xverse.
Xverse has now pushed their replace-by-fee slash their speed-up process all the way to their mobile.
So, for you guys that are mobile trading DGENs, Xverse is now fully updated for you guys and you're able to still speed up transactions and do anything and everything that you can do on the extension on the phone now.
So, boom.
We've got to fix this thing where you can't see the fucking hands.
I mean, it's literally crazy.
Oh, go ahead, Flame.
Sorry, I was just going to ask real quick.
You know, there's a lot of talk about airdrops.
Are there any, like, off the top of y'all's heads that are like, you missed it.
Don't worry about that one.
Focus on other stuff.
Or, like, I mean, for example, Blast.
Is it still good to get in on that?
Is it still good to get in on some of these other ones or the narrative?
On Blast, I would say if you're depositing now, you're a little late.
Like, you're probably going to do decently.
But I think initial depositors are hoping for anywhere between, like, a 30% to 60% bump.
And I think depositors today are probably hoping for a 10% to 15% bump just because you don't have enough time left to gain as many points as the initial guys.
But all that said, like, you could still farm the hell out of blur points, for example, by, like, literally farming blur points by bidding.
We'll note that that is a risky business.
And I have been definitely fluctuating in my e-balance as a result.
But, like, it's still an opportunity there.
As for other stuff, like, there's not many airdrops left where I feel like you missed it, per se.
But consistency is still going to be the primary thing.
Because, again, just a reminder, like, a lot of these airdrops are very aware that they have high performers.
And the goal for the airdropping teams is to basically give the high performers as little as possible because they are just going to dump and they want their token to not dump.
So the best way to, like, be sure that you actually get these things is having, one, like, multiple different sources of farming.
So, for example, a player zero, like, staking on Stargate and using a pudgy penguin bridge or two separate points of interaction.
And then beyond that, doing it repeatedly over the course of several months.
So, like, one, do it once a week or once every four weeks for ten months.
Because they, a lot, like, Arbitrum and Optimism, for example, have been pretty good distributions of their airdrop.
And both of them use repeated activities over the course of months as their metric.
Because there are months at a time where they have overheated activity and then months at a time where they have almost no activity.
So one of the best ways that they do it is just repeated it, repeated activity.
So I would say, actually, no.
Most airdrops are not late as long as you are consistent.
Because most people are just not consistent and will not engage with them over time.
So just make sure that if you are going to start farming something, that you are doing it repeatedly.
Yeah, I would say probably Drift Protocol and Margin Fire, probably crowded trade.
You probably don't want to do anything on Solana.
I definitely think that kind of the Celestia trade is kind of getting overcrowded now that we've got a lot of people over here.
So, I mean, I still think that there will be benefits.
But I think that a lot of the airdrops have already been snapshot.
But I definitely think there will be more in the future.
But I definitely think the Celestia staking thing is probably kind of a little overcrowded trade.
So I think the ones that are in test net, I think, are the prime opportunity.
Like even like the one we just told you about, like the Ordinal Hive, Barachain.
A lot of the ones that are in test nets, I think, are the ones that are prime that are not crowded trade.
Because people don't want to do test nets.
And they're not comfortable.
They think it's weird.
So I think just finding the test nets and participating on those, those are probably the least crowded trades.
And they're probably the ones where you get the optimal return because you're in hella early.
And not just trying to hurt about it on Twitter.
And then now you're trying to capitalize on it now that people are getting the airdrops.
So we give you pretty, I mean, just go back to all the threads this week.
We've given you multiple test net opportunities.
So just go through the threads that Allison puts together.
There are posts after posts of resources on how to farm all these test nets and shit.
So that kind of would be my suggestion to you, Flynn.
But go ahead, your hands out.
Real quick, breaking news.
Play Ember and our favorite cat have combined.
So Play Ember and Cool Cats have now officially signed for a game powered by the Immutable Studios.
Match Quest marks a significant step in growing the wider Web3 gaming audience.
We all know that Play Ember is the next twerker, right?
Everybody on the timeline twerking for Play Ember, trying to get involved.
So I know we did a little bit of a dive earlier in the week or maybe last week.
And they don't have many NFTs to actually give out.
So it's going to be interesting to see how this plays out for this kind of incubator system.
But yeah, breaking news happened like two or three minutes ago.
Yeah.
If you're a cool cat, your bag is probably pumping a little bit off of this because this is probably the biggest news that you've had.
So yeah, man.
A little breaking news.
Yeah.
All right.
Go ahead, Flame.
And then we'll throw it down to Tio.
Just real quick on the whole.
Appreciate the feedback on the airdrop question.
Also, yeah.
Test Nets.
As far as Bear Chain, I've known these guys for a long time.
They're really good guys.
You know, Smokey's a super smart guy.
And he's been working on this thing since forever, him and Deb Bear.
And, you know, if you held a BongBear NFT from the outset, you'd be holding like, and you kept them right now.
And you diamond handed all those things.
You're sitting on a lot of EF worth of assets.
A lot of EF worth of assets.
Well, that floor price isn't really indicative of what you can sell them for.
But I've seen them go for like 50, which is still insane, right?
And the floor price of the lesser collections, like of the later collections, is a little more realistic, you know?
And if you look at like the bids on Blur and the bids on OpenSea and stuff like that, and there's a lot of OTC trading in these things, it was a really lucrative play.
And they've been working on this, rolling this thing out for a couple years now, you know, like never stopping working.
And they've been spinning up, you know, and all these other DGens have been spinning up all these companion projects and whatnot.
My experience with Testnet, with people from these communities that have been linked all the way back to Olympus and whatever, is that they do intend to deliver.
So I don't think it's a waste of time.
I don't know how lucrative it's going to be.
But I think in the case of the Bear Chain Testnet, it's definitely worthwhile.
It's worth gambling your time to see what you might get out of it.
Because these guys definitely intend to deliver.
It's funny.
The guys behind Bear Chain, because I know them, not like amazingly well, but better than most.
It's hilarious because like they are genuinely really good at what they do.
But their histories are hilariously tied to basically all of the biggest implosions in this space.
Like literally some of the largest, most catastrophic failures of tokens.
They are at least marginally tied to.
So it's pretty funny.
But I think they're going to perform really well.
I really like that.
Totally.
That's fair.
But also in the case of Olympus, which was, you know, a catastrophic bomb towards the end, there's a whole narrative behind that that isn't just related to, you know, Ponzi-nomics.
I like Olympus.
I had at one point, I think it was like $20,000 in Olympus, and then it went to $2,000.
Oh yeah, and I don't want to get everybody running down a tangent on that, but I will say like having been in that community and knowing these guys personally, it's funny, you know, like how a lot of people are linked, including me, to some of these things that were amazing for a minute and then crashed hard at the end of 21 or whatever.
However, I will say, just knowing these guys for a long time and all the people that are connected to Barachain, I want to say this because, you know, being a part of that community did serve me well financially on a level or two.
These guys, I trust that they are trying to deliver something useful and that they've been putting their heart and soul into it for a really long time, just for what it's worth.
Do your own research.
Do your own research, by the way.
What's that?
Their biggest competitor, funny enough, is Blast.
Like, it is definitely Blast.
Oh, of course.
Anyway, just my two cents, and I appreciate your thoughts as well, Eddie.
Sure.
And then actually, real quick, for anyone that doesn't know what Barachain is, just so that you guys know, New L1 launching and the concept behind it is that all liquidity that is locked in terms of, like, validation purposes for their chain is also usable from the perspective of, like, the protocols that are built on it.
So that it's more efficient, is the idea, so that if you have, like, 1,000 ETH effectively staked validating, rather than just not being used at all, that ETH can actually be taken and used for liquidity provision on many of their DeFi protocols.
So there's more innate liquidity available on that chain.
So that's the whole idea there.
And their biggest competitor is, right now, definitely Blast.
Competition.
Let's go.
I don't know if that actually helped anybody understand it anymore, because you used a bunch of big words.
So maybe we've got to work on that pitch a little bit more.
But I got T.O. down here, and I pinned up something from GutterCats yesterday.
Since you are a big GutterCat person, I was going to ask you to comment on what you think is here, and then go into whatever you want to talk about, and then we'll end the show, T.O.
So you're the last guest of the show.
So what do you think about GutterCats, and what did you come up here to talk about before I even ask you this question?
Well, first, I want to talk about what I was going to speak about, what you guys are talking about with the oldest sat inscribed ordinal or whatever.
That is by one of my friends, Lone Shark.
He's actually creating a collection of lots of rare sat ordinals, and he's giving some type of utility.
I don't know, he's building some type of collection and community, and he did so far the 450s.
He did a couple of them.
He did a pizza sat palindrome.
He made an ordinal.
He's trying to create a collection and curate a community, and I'm in one of the private chats that he has, and he's giving them out one by one.
And I did speak to him for the TDA.
We're going to get like two to five white-lit spots.
It's not a lot, but it's not going to be a huge collection.
It can be like one or two hundred.
So, we're going to score on that.
Hopefully, they're good ones.
Just the sats alone could be worth two or three hundred by itself that he's inscribing.
So, it's going to be a heater.
It's going to be a slow play because he's only inscribed about four now and only given out two.
So, it's going to take a while to give it out, but he's doing it methodically and meticulously to continue giving some type of direction and idea that everyone else isn't doing.
He did โ there's cult sack gods.
The one that he did was a palindrome โ a paliblock palindrome vintage, which is basically on the 666 block he did one of them.
So, each one of the sack gods are going to have something interesting going on it besides for whatever he's going to do for the community.
So, I'm going to send that โ I'm going to speak to Trill, see how we can get coordinated and get some whitelist spots.
You know, I got to give back some type of stuff to the community.
I've been getting hooked up over here.
But going on to the gutter cats, they recently closed down their clone machine.
So, technically, there is no uses for their clone juices because they have juices and you take another โ take either an OG or a clone and you make another clone and you burn the juice.
So, now that the clone machine is closed, there is really no use for it because they โ the word that they use is permanently closed.
The clone machine means that nobody's going to make new clones anymore.
No one's going to be able to make their trilogy.
You know, if they had an OG, then a clone, and then a D2 clone.
But they're trying to hint some type of utility or use for those juices in the future.
But they also hinted something towards the trilogy.
So, it doesn't sound like they really have it played out.
But it sounds like they want to try to make some type of use for it so it doesn't just become a beat and burnt NFT just like the Doogie Dash Key passes or whatever it is.
So, they're just plying on the lure.
I don't really know that much.
I don't think anyone's excited about Guttercats right now.
He just seems โ no one just seems like he wants to talk on Saturday Spaces about European football.
And that's all I've really gained out of him taking over the community.
Well, I'm glad that I brought it up to you.
It's not super bearish.
I mean, before we end the show, what do we think about Killer Bear's coat going to Sol?
Is this going to be something similar to when Icebags came over and it's going to pump?
Or is the Solana community like, we don't want ETH projects over here?
Do you think Killer Bear's does well over on Sol?
I think they're down for ETH projects.
But I also think that they're going to โ
It's the first, though.
That's what's going to carry the narrative.
The first ETH project to migrate to Sol?
I don't know of a single ETH project that fully migrated to Sol.
Not have fully migrated.
Yeah, so they're going to go with that whole narrative.
They even said that they're going to start, I think, either with the littles or the bigs first and then eventually get everything over there.
I mean, I don't know, bro.
It kind of looks like a Sol project anyway.
So it would fit with all the bright colors and everything that Sol got's going on over there.
But I don't know.
I think just that narrative of being the first might help them with acceptance of open arms kind of thing and maybe give it a little bit of a pumper or extra relevancy.
That trailer they did.
Do they always make fire-ass little trailers and shit like that?
Like, their production team is dope.
So it's just one of those teams that they've also been working for, what, almost two years?
And, like, when you ask for โ no tangible stuff, right?
We don't know exactly what they fucking do, bro.
They do, like, weed.
They do mobile games.
They do, like, 16 different fucking things, bro.
Like, tell me one thing you do well, please.
Yep.
So that's the difference thing.
It's, like, killer push.
And then I know they got the little bits that are in a game.
And then I know they had, like, some type of merch site or something.
I don't know.
It's just a lot.
And it makes it hard to keep up.
It does.
It does.
And that will do it for our show.
We appreciate you guys.
We're running Tuesday through Saturday.
We've got one more show for you tomorrow.
Chief will get into the breaking all the times down whenever I leave.
So appreciate you guys.
Appreciate Eddie coming up here, Captain Trill, 1984, Tout, T.O., everybody else in the crowd.
Love you guys.
Appreciate you guys.
I'll see you tomorrow.
So I'm signing off.
I'll leave it here for Chief.
And whenever you're ready, my guy, you can end it.
So talk to you guys then.
Appreciate all y'all for tuning in.
Keep it short and sweet.
If you guys are in the Discord, I'll be reaching out through a DM to get you set up with the Magic Eden Wallet.
If you're not, find a friend who is and see if they'll invite you.
Best thing that I can tell you, I'm not your friend.
I am.
But don't clock my DMs, please.
Other than that, we do this Tuesday through Saturday, 945 to about 12, 1230 Central.
Tomorrow it is a little bit later for the Saturday space.
So we'll see you at 1030, guys.
Y'all be safe.
Have a good rest of your day.
And TDA or stay poor.
