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THE DAILY ALPHA♻️
Recorded: May 6, 2025 Duration: 1:50:51Space Recording
Short Summary
This week's crypto discussions highlight significant trends, including the launch of new projects, potential token launches, and the impact of macroeconomic factors on market movements. Key topics include the influence of institutional investments, the evolving role of AI in trading strategies, and the ongoing debate surrounding Bitcoin's future as a reserve currency.
Full Transcription
Thank you. Welcome back! Welcome back!
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Been here for three and a half years. We ain't going anywhere.
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So we'll get it cracking. We'll get it going.
The market looks to be FOMC pre-jitters.
So it happens before every FOMC meeting.
We didn't have one in April.
So it's been about a month and a half.
And you guys always know what happens is people, you know, get risk off right before the meeting.
And then it goes pretty volatile during the meeting.
And then what happens is the market decides what's going to happen based off the minutes and based off FOMC pre-conference where the reporters start acting Jerome Powell actual questions.
So you guys have been here.
This is nothing new.
We know how the market's going to react.
It's going to be like sell the news.
Let's risk off.
And we're going to wait for how Jerome Powell speaks after the FOMC meeting.
And that will dictate which direction we go.
If he is hawkish and he's like, no, no more rate cuts this year,
you're probably going to see a dump in the market.
If he's a bit more dovish, you could probably expect maybe a chop or maybe a turnaround in the market.
Maybe we pump out of it.
But if you guys look at the rate cuts, pretty much like a 0% chance
there's going to be any rate cut in May.
So it's probably going to be zero.
Nothing really sustainable there.
These things are pretty big.
If there's a surprise rate cut, you better believe the market's probably going to explode.
But all the predictions, all the analysis is there's going to be no rate cut.
And I think it's moving to be more of a 0.25 rate cut in June. I haven't looked at
the official numbers, but hopefully a better chance of us getting a rate cut in June instead of May.
So you can definitely tell by the charts that people are kind of anxious. And I think Bitcoin's
actually pumped since this morning. So it's definitely, you know, that time of year. And
now we're getting back to a monthly FOMC meeting. So you better expect a little more volatility than last April when we really didn't have anything but tariff
talk. And we kind of pumped from the bottom up. And I mean, this is expected, right? April was a
disaster. People bought those lows at 77K. And now it went to 97K. And you see a bunch of people that
made those trades that bought in the fear and are taking profit which is understandable so this is all part of it we've been up 26 in less than a
month you better believe that people that actually bid bid at those prices are probably going to take
some profit before we know what's going to happen next so i don't think this is like oh my god it's
selling may and go away we should all fucking capitulate they just hold tight let's see what
happens this is natural we have to get in a new accumulation phase. And we've been around this 94K point in this
accumulation zone for about 157 days. You guys remember when we were chopping before the election
around 68K, we were there 256 days. So Bitcoin's a massive fucking asset, guys.
It just doesn't pump overnight.
It doesn't go up like a fucking meme coin.
It takes a while.
I mean, we spent 256 days around 65 to 69K.
And we've only been in this kind of 92 to 96K for only 156 days.
So I could see us chopping until you know august if that if that
if that takes the cake but that's kind of what i'm seeing um i think it's just you know let's
wait till tomorrow and we'll kind of decide where we go next so what are you looking at chief how
was your weekend what's up brother just the boyco unlocks right that all that happened uh this
morning a little bit of chaos and shit not
working the way it's supposed to being overly complicated you know and so yeah i mean in a
sense it everybody knew this was coming you still had protocols doing announcements like
an hour before the unlock which is insane to me uh right i mean how are you going to talk about
you know unlocks
coming up literally an hour right beforehand but anyway I think that that
was just the wildest thing is just a non professionalism with like millions
and millions of dollars from these protocols that are evaluated at you
know crazy crypto related evaluations but other than that uh shit's going right i mean some of these are
hitting you with a 24 to 48 hour unlock period some even up to 72 hours so it's like it's not
unlocked today it's in a couple days i think that the only thing not necessarily saving it
uh or saving people is that most of this right let's let's just say what, 97%, 95% of this is all
stables, right? And so most people did USDC. I mean, there are some Bitcoin pools, et cetera,
but primarily it was all stable. So, and obviously it was a lot higher when we went into these pools
90 days ago. So we kind of just saved ourselves
from maybe burning, over-trading that money,
you know, with the 6% return.
So it was decent, right?
But definitely not what anyone expected.
And you would have made more money farming the protocols
or farming and participating in Bera,
just overall, right?
Let's just say sweeping teddies,
Maberas, or any of that shit,
than just having your money for that six percent that wasn't necessarily worth it right so just seeing the fallout on that not necessarily a fallout but just opportunities too right i mean i
picked up a couple more rebases over the weekend and just trying to position myself at these lows
that's dope i'm glad that the unlocks over is just a lot of fun on the timeline over the
price.
And now that we got this sell pressure out of the way,
now we can see what's up next with bear change.
So it's definitely interesting times in the market.
I think the one thing that I saw this week and that was pretty crazy.
I did do a post on it about Warren Buffett retiring and the Berkshire
Hathaway's board voted to make Greg Abel president and CEO January 1st of
2026.
So maybe the reason why Warren Buffett and Berkshire Hathaway has no Bitcoin exposure
is because of Warren Buffett.
So maybe that is the reason why they have none.
And if you guys know how much they're sitting on, they're sitting on about $347 billion of cash.
And let's just say at these current prices that they wouldn't allocate all that money to the Bitcoin.
Right now, at this current price, they could accumulate 18% of the Bitcoin supply, which would be fucking crazy.
So I do think the reason why they don't have any Bitcoin on the balance sheet
is actually because of Warren Buffett.
And I do think that changes on January 1st when they get a new CEO in here.
And I don't think it's going to be 0%.
I don't think it's also going to be all their cash reserves either.
I do.
I mean, if you look at their others and stuff,
they kind of go between 26% and around 5%.
So I could see them allocating up to 5% into Bitcoin here and there.
And I think that will intrigue boomer traders, the copy trade, Birchow Hathaway.
And you'll definitely see probably more and more just regular people that use them as a signal to maybe accumulate more Bitcoin in the future.
So I thought that was big news that he's kind of stepping down. So it's one of those things where he's one of the, one of the biggest people, investors in the space.
And a lot of people that are just typical retail or people that just follow the stock market,
follow his trade. So if Bershaw or Hathaway could give some kind of signal to boomers to buy Bitcoin,
I think you could see like a flow of money coming in in January if they do allocate.
I mean, just because it turns January 1st doesn't mean that they buy Bitcoin instantly. So I thought that was something interesting also. And then Soul Strategies is kind of the new micro strategies
in town. And they have been acquiring Solana a crazy amount. And they just acquired 122 000 solana at an average price of 148
deploying a full 20 million initial uh trench a tranche of the currently closed aww facility so
sole strategies is kind of uh propping up the solana price and you're definitely seeing uh that
kind of uh showing the the price of solana also you're definitely seeing that kind of showing the
price of Solana also. And I think something that is fucking with my head, and I don't know if this
is what's happening, or maybe Trump has something to do with this, some of these governors, but a
lot of these Bitcoin reserves that passed are getting vetoed by their governors at the last
stage. I don't know if you saw, remember passed it chief and then the fucking governor vetoed that shit like
It's crazy. Well her reasoning behind it was I guess in a sense
Like because it's the it's the separation of I mean kind of nation and state right?
Ideally these people have their separate pension funds and they're not following I mean they take guidance and they similarly you know allocate but they are independent they're
almost like businesses right so they have treasuries and that was one of the things that
she said was that Arizona has one of the best retirement and like subsidy plans or whatever for
for you know older people and just Social Security than anyone
else. And so they don't want to risk that going down a risk curve, right? Because I mean, ideally,
if you're one of these, let's just say states that has a shitty just pension, and overall just
Treasury as a whole, I mean, you're looking for anything to increase the balance sheet and to
be in the good in the limelight, right? If you already consider the quote unquote best state around,
I mean, last thing you want to do is potentially risk that with adding it on. Whether or not the
government is agreeing or not, you know, it's still something that she doesn't know. But the
responses were the best thing on that. I don't know if you saw the responses were literally like
the, I guess you
can tell that she doesn't understand because she thinks that Arizona needs Bitcoin. Right.
I mean, that that Bitcoin needs Arizona versus the other way around. Right. It's actually Arizona
that needs Bitcoin and needs to start looking at alternatives to the dollar itself. And so I think
that that's going to be the biggest issue, too too is trying to convince these people that in reality they're the ones that are going to
benefit from Bitcoin or swapping to something fiat adjacent rather than the
token itself is gonna go up because they move their pension funds right a lot of
people still think that but they can go and oh I made a buy do you see it on the
chart no I don't see it on the chart you couldn't do that if you wanted to
you know and so it's in a sense that well i know that we were kind of hinting at you know if america
wants to make a you know a reserve do are they going to create some kind of you know executive
order that these people can i was thinking maybe trump's in their ears saying you know veto this
now so i don't have to make a fucking executive order to stop the front running. And then you see Florida basically.
But you got states that can already naturally hold, right?
I mean, you got literally states that already have legislative passed prior to federal.
I mean, it's going to be like that weed debacle, right?
Is it federally legal? Yes, but it's not.
I mean, no, but then it is on the state level.
And then you're just going to get now you're going to have motherfuckers kicking your door down door down for your minors you know so it's like that's where we're at right now it's that gray
zone because texas i think you can self-custody oklahoma and i think two or three more states
and you can mine and the government can't say anything like laws are in place for that but
and then the other states you're not and i don't know yeah and then florida is basically and i'll
get to you english and uh english and uh Lord real second after I make this point.
But the Florida is just saying, fuck it. We're not even going to do a vote anymore.
So and then you have Kevin O'Leary basically on stage, I guess, at a college commencement speech or whatever,
saying that Michael's strategy reserve will never our Bitcoin or strategic Bitcoin reserve will never happen.
Bitcoin Reserve will never happen.
And Michael Saylor is just talking his book.
And Michael Saylor is just talking his book.
And his reasoning is just what we just saw here is there's no way this is going to pass
like legislation.
Like you're going to have to have the House and Senate vote on this.
And it's just too, I mean, you already see that like what's happening with just the state
version.
So just imagine this on a national level.
There's going to be not a like a clear slate of people voting on this. And there's going to be a lot of divide. And that's why they think that this will never national level. There's going to be not a clear slate of people voting on this,
and there's going to be a lot of divide. And that's why they think that this will never
fucking happen other than Trump executive ordering in. And so, yeah, man, I think that
maybe this is pie in the sky and this is maybe never going to happen. And we're kind of seeing
the first glimpses of the division behind this and kind of the uncertainty of what Bitcoin actually is.
And having a Bitcoin certificate reserve
on the federal level probably isn't gonna happen.
It's not gonna pass the House or the Senate
with like a passing votes.
And so I guess we can probably put that behind us
until a further time, I guess.
So I don't know, not great, but we'll see how it goes.
English, what's up, brother?
And yet you have Cathie Wood saying and as confident as ever that she's going to get it done and that her new bills have power.
You know, like the duality of it.
Not Kathy Wood. Cynthia Loomis.
Cynthia Loomis. There you go. I don't know.
She's talking her book, too, saying, oh, Trump, you know, that's what I'm saying.
The only way this could happen is if an executive order, if Trump likes it and he executive order it's in, it doesn't have to go to any House or Senate.
Then I could see it happening. But I'm pretty sure that this has to go through Congress. This has to go to the Senate.
And you do it through an executive order. It can be reversed. That's the problem.
You know, you can he can do it all he wants. But then as soon as next term comes in, someone just says, yeah, we'll take this back because it didn't go through that due process, which is the issue here.
Because, I mean, someone can literally just go in his ear and say, hey, man, this is good.
Push it.
And I mean, he probably would eventually through enough coercion or whatever, you know.
Yeah.
And then just imagine them accumulating, you know, 20 percent of the supply.
And then we get a Democrat in office and they sell 20 percent of the supply, bro.
What do you think that's going to do the Bitcoin's price?
It's going to put us in Goblin Town.
So I would like it to go.
That's how China did it.
That's how China literally acquired 90 percent of their Bitcoin.
I mean, I don't know if you guys know they ban it and unban it.
Every time they ban it, they go through and seize everybody's Bitcoin and take it all and it's government property.
And then when they unban it, they sell it.
And you never know like that's the that's the difficult part of this back and forth and they have the right to turn it on and off you know and that's i mean you see the gold
price going up and it's you know chinese people buying gold so what do you happen if they unban
bitcoin where do you think the fucking money's gonna go it's probably gonna go in bitcoin uh
what up english what's up brother yo yo yo. Yeah, no, just thinking about,
you know, Berkshire Hathaway, what you said, I don't think that they're going to add anything
to their balance sheet as far as Bitcoin personally. I have a hard time believing
that Warren Buffett's going to appoint somebody that has a very vast different approach to his
trading strategy. And I think
historically they've never speculated on commodities, whether it's gold or anything
else. I mean, maybe to a small extent, but I think I even heard Warren Buffett say something
like he thinks gold itself has no intrinsic value and it's just kind of all speculative.
I know that's pretty crazy to think, but I think that's how he thinks.
He looks at productive assets and balance sheets and stuff like that.
So I don't know, but it goes to a broader thing.
I saw, I think it was either Moon Overlord or Beanie or somebody saying like, oh, Bitcoin decoupled from all.
It's kind of the thing I've been thinking about.
Like, how about if Bitcoin didn't decouple just from the stock market, but just from crypto in general?
You know how some people, especially the hardcoin Bitcoiners, say Bitcoin is not crypto, right?
It's something else, right?
So maybe that narrative has taken place.
I don't think that that's far-fetched.
But what does that mean?
I don't know.
I think if you take Bitcoin aside, we're talking about who's acquiring,
like, this whole first, I don't know, 20 minutes was based on who's buying, what states, Berkshire,
Hathaway, this is how I got to this thought.
And it's kind of been my main thought, like, for weeks now, or if not months.
Like, how about if, like, this is the bear market.
We're just, like, waiting for, like, the black swan event.
Like, Bitcoin goes to 120 or 135 or whatever it
is. I don't think it goes more than that. But I do think that there's a blow off top there.
I don't know. What does it mean for us, what we do, come to this on a daily basis trade or
whatever? To me, it feels like a bear market. I know I'm the last remaining bear, but it just
really feels it. The vibes, we had Solana meme coins,
that's just not doing well. Solana's not doing well. I just have a hard time believing that.
Even if Bitcoin goes to that, I think Solana goes to 200, 220. I think maybe I have too much bear
market PTSD, but if we are talking about, oh, well, Bitcoin should go to 120, 130, like we're thinking about that in terms of like cycles, right?
Like we're assuming that with the cycle, okay, well, like M2 money supply in four year and having.
So you can't just be like, well, we don't have cycles anymore and then predict 120, 130.
So like, I don't know.
I know it doesn't mean much for Bitcoin and long term.
And it's like, yeah, if you're just stowing away Bitcoin and just want to acquire it and never sell it,
like fantastic. But I think a lot of the people that show up on these spaces on a day to day,
we're trying to outperform that, you know, whether you're just, you know, starting off your crypto
thing on the side and trying to stack that or you're trying to escape the matrix, whatever,
wherever bucket you fall, you want to, you know, be an active participant and outperform Bitcoin. I'm at least on a one year, two year
level. I just have, I feel like, I don't know, we're primed for a black swan event is kind of
the way that I feel. Obviously you can't predict black swan events, but I think you can have
conditions that might make it more plausible. And so I don't know, like, I feel like, where are we like a year from now, a year and a half? And like, it doesn't feel like all these
assets are underpriced at the moment, they feel like mostly overpriced. So I don't know,
that's how I'm kind of approaching things. I think Bitcoin has, obviously a bright future.
And I think a lot of, you know, technologies on crypto have a bright future. But in the speculative
stuff that we do, airdrop farming, you know, you know nfts whatever meme coins all that other stuff i i think i think the next year is going to
be pretty tough yeah i think i'm i'm with you i mean like we've been kind of talking about there's
no retail left and i mean the hope is if we do have a blow off top of bitcoin that the people
that hold bitcoin that bought would you know sell that bitcoin and then their profits that they
bought that you know bought bitcoin would filter down to the lower, lower caps. But I think the problem is, I started to talk about
this is like, and I've talked about the magic trick as how I articulated is that we haven't,
we're not able to dress up the Ponzi. You know, in past cycles, I think like BitClout was before
us. And then we had Frientech, which is just a redress of that Ponzi. We pretty much dressed up
all the Ponzi's and there's nothing less to dress up.
And the only thing that people want to speculate on that's actually, you know, fun, I guess
not fun, but is making money is just mean coins.
And we've already talked about in a nauseam of how, how that's rinsing people left and
right.
So like, I think you're right, dude, like it is kind of boring.
There isn't new products.
And I'm trying to think of like, what's going to be something that's undervalued that could bring attention back
to the space i was thinking of gaming i was thinking of maybe dsai i was but you have that
right you have gaming in a sense i'm just saying it's been under it's been under performing for
two like four years so i'm thinking no but i'm saying like the the problem in my opinion is we
have the gaming but it's degenerate gaming like i was that's kind of a the full circle that i was going to go into and it speed runs the loss of money potentially
as well right because there hasn't been this medium ground of gaming just for fun i mean we
had abstract games kick off yesterday and they're catching mad slack and i checked out abstract like
the platform for the first time i think yesterday or the day before, you know, move money over there, went through playing
all the games and just, you know, to get more versed.
But yeah, dude, I mean, the first game that you see today when I log on was basically
DJ and Flipcoin, right?
50-50 odds go in there and that's spotlighted as the number one thing to do on this consumer
friendly onboarding app. So yes, I mean,
we can kind of complain about the idea of keeping people here, but we're not keeping people here
either. And I think that that's one of our issues too, is that we create these apps and these fun
experiences, but ultimately they're money draining and it's a privilege to play. And we don't design
it as that. We say, this is the way to play slash the only way,
not, hey, there's different sectors, you can play in other ways. I don't know. It's just,
we don't showcase it as such. Yeah, Expresso, I don't know if I worry that as much. I do think
that that's probably true short term, like there's less stuff to speculate. I think the market adapts,
and then we'll get new things. And I think euphoria takes over at a certain point. And just don't give a fuck anymore. So I'm not so worried about that like long-term,
like there's no more Ponzi's left to Ponzi. I think I worry more about a directional thing.
It was less than a year ago that Bitcoin was at $49,000. I know on the lows of that range,
but it was. And now it's like severely underpriced at $95. I don't know.
I think it's just easier when you feel like your assets are going directly in the right direction.
I think it's easier to get into that euphoric stuff. And then people forget about everything
that you're worrying about. They're just Ponzi's with a lot of things not having intrinsic value. Like, I think SWE has a bright future.
It feels like early, like, you know, whatever, Solana in 2022 after, you know, its first kind of run.
But I think it becomes a lot less attractive when things start to go down.
Like, people forget how bad people want to get out when price action only goes kind of down.
how bad people want to get out when price action only goes kind of down.
And like, you got to realize like Solana at the open of 2024 was 200 bucks and now it's 145, right?
And then people are like, okay, well, at least it's not 90.
I don't know.
I just think directionally, it's just kind of a time to be more defensive.
And I think the Ponzi's are less attractive when that is because, yeah,
you could be rotating to Bitcoin and long term and all this other stuff
and that's great I think there's tons of value there I think Bitcoin's just as good as everybody
says and hopes it can be if not better long term but I'm just talking about the state of like web
three right now and like I don't know I think like buying something in 22 you know when things are
down and hoping it'll go back feels different than like hoping that you get a little bit more like
people just want to see how much meat's left on the bone.
And on my particular thing, unless exactly what everyone's hoping for, right?
Like there's some kind of direct liquidity that's maybe not exactly like they're turning
on the printers, but the proxy to it.
And then we have this crazy things like that's what everybody's hoping for.
But it seems at the height of
every cycle there's another narrative of why this is not like at 69 000 bitcoin in 2021 everybody
gave you reasons why i was going to 100 right like now everybody's giving you reasons why it's going
to like 500 whether it's like cz you know and farroque and all that other stuff i i just think
i i don't know it's just kind of interesting to see how it plays out. And I don't know. It's really macro based. I feel like nowadays, I mean, retail has propped
up the money. It was the ball of money the past three or four cycles. And now it's institution
and the easing of regulations is where now it's propping up an ETF. So like I said, like we have a 90 day pause on these tariffs and liberation day from 90 days
is around July 4th. And so I really do think that these people are, you know, scripting this stuff
out for TV and ready to, you know, announce all these trade deals around Independence Day. And
then that, that ball of money is starting, like, is going to flow because people are kind of hands
off. You mean stable, stable coin supply on all chains is at all time high. So what are these and then that ball of money is starting, like, is going to flow because people are kind of hands-off.
You mean stablecoin supply on all chains is at all-time high.
So what are these people waiting for?
They're probably waiting for some tariff announcement
so they can have some confidence and deploy their money.
And then, like you said, once Bitcoin goes up to $120K, $150K,
now all the Ponzi's are attractive again,
and then you have people coming back to the space a little bit more.
So I don't know.
I think we maybe have a doll in June but then we have some regular like trade
deals and some pen to paper and stuff in the middle of July and then that could shoot the
price up and then now people are all talking about the Ponzi's again and maybe that brings
more attention back to the space so I'll just say one more thing I know you've got Lord Arf and
everything and just to move on from me but yeah actually what I worry about is that it doesn't become attractive.
It doesn't like Bitcoin goes to 120, 130.
And then like, like, does everybody just think Bitcoin from here has like institutional adoption
and it's like up only to like a million dollars?
Like, I just, I don't know.
I'm, I'm maybe I'm more conservative, but I think it's farfetched.
And I think that the fact that it was 49, less than a year ago like sure it can go to
120 130 and then maybe retrace you know some people like say like well it's never gone down below the
all-time high of the previous cycle so that'd be like 69 000 i don't know i think it still could
go down to 40 50 000 and then like what does the environment look like they're like let's say solana
goes to 200 or 220. that liquidates micro strategy though. No, no, it doesn't liquidate. Like they
don't have loans. I mean, they're forced to, if they hit under 69, they're starting to have to
pay back. Well, no, they got time actually on their loans. It just depends on timeline too.
No, no, no. They used to previously have it where like, it was like, I think like at
some really low level, like 30,000, but they've paid back that initial loan. Now they would just
have to potentially liquidate some kind of shares. Like could go down it could go down to like and they won't it would have to be like an extreme condition
I think when I looked into it and even chat GPT like I think the only way is like if they if
Bitcoin went like under 30,000 for like four or five years or something six years then potentially they would have to be forced
Yeah, because it's time-based to that. Yeah, the other thing that I was saying
It's like yeah, it can go down
But it's not like an actual liquidation like a long or something it
hits this exactly yeah it's like yo you have to now start looking at debt because you can't you're
not in the positive anymore so it's different yeah and and even then it's like 30 000 or 35 000 for
like five years it'd have to like stay under there and then they'd be forced to yeah some crazy shit
like that but no i think that would be like the peak trough. I'm just, I think of like, because I don't know, I'm an active participant.
You know, I buy NFTs, I go into meme coins.
I like, you know, getting exposure like everybody else here.
So I just try to think of like, what is the next, you know,
like six months a year look like for what we do when we show up every day
and, you know, being a participant in crypto.
It's just kind of how I look at things.
And for the last 2022, I'm like,
it doesn't really matter that Bitcoin went to 72 and then retraced to 49
because directionally, I think it's going up.
And then people will just...
And I just don't think that...
I think we're at the end towards that.
So what does that look like a year out?
And really the bear market of scaredness really only lasts like a year. But like if it feels kind of shitty like now,
like what does it look like once it's there? So like, I don't know. It's just something to
think about. Maybe I have too much PTSD from the last bear market, but that's how I'm looking at
things. I guess we'll have to wait and see. I do want you to stay up here because I think I want
to cycle into like Opera Turn and there's some new updates on ordinals and you're someone that's
versed in that. So I want to get your opinion on that. But Lord, what's up, brother?
How was your weekend? Man, you want to comment on this? Sure. Yeah, dude, I'll be honest. Like,
I kind of agree. Like, I think if you look at it from like a long term perspective, like,
I don't think we're in the lows on Bitcoin. Like, we're definitely up there, right?
I do think there's like, it could get more bullish. Like, I think we're definitely up there right um i do think there's like it could get more bullish like
i think we're gonna see some more pain probably i like agree with all that to be honest uh
and that's gonna get even harder for speculative assets especially strewn across so many chains
and shit there's a lot going on and like yeah everybody i know is literally just shit coining
like i know so many people have just pivoted to that they're not they don't even do anything else
um so yeah there's not many people in like the market just to participate in shit and then also
just retail is poor bro like like credit lines up like crazy right like there's no fucking money so
maybe there's catalysts with like the potential of you know stimmies i that i know we got some
hints on that like before i don't know if that'll happen ever i think that'll help uh people getting
money outside of this space is like kind of what
we need for the speculative shit to like really bring in people though.
But yeah, man, I don't know.
I'm bullish long term, but I think we could see more pain.
Like I think that if we're going to, you should probably be prepared for that.
Like I agree, like I wouldn't be completely risk on on everything right now, but I'm overall
bullish, bro.
Like I think we're going to be fine.
I think we go
like way fucking higher but i could be wrong i could be wrong but i i really think that it's
like we're at a point where we need to like fight china on like ai and like the future kind of
matters right now so i think that maybe like printers get turned on and they just start
fucking popping up factories and like that could all be catalysts and then maybe these people start
buying our bitcoin but maybe not, you know,
I don't think anybody really knows,
but I think that it could go one way or the other, basically.
Yeah, we need an airdrop.
Yeah, we need an airdrop,
but that's only going to simulate the DGENs.
What we need is people that were here
that left to come back
and maybe an OpenSea retroactive airdrop
that anybody that traded from 2020 to 2024,
getting some, you know,
them coming back and seeing to have $500 in account,
maybe it could be the next best thing than a nationwide stimulus check.
Or, you know,
I heard rumors of all the money they're saving with Doge is going to be
repurposed back to taxpayers, which I think is pie in the sky,
but that would be the best thing is just like a stimulus check nationwide.
Like we saw with the stimulus and covid that money flows into risk assets but also i think the next best thing would
be just like a retroactive airdrop for anybody that was here from 2020 to now that you know
makes people come back and claim and start speculating again so we'll see dude i do think
we need to airdrop i'm bullish on an airdrop, obviously, but I'm also bullish on everybody's going to sell that shit and probably leave again.
I agree with you.
I guess we had the breaking news this morning that MoonPay has partnered with Satgo to make it easy to buy ordinals, runes, and rare stats with Apple Pay, Venmo, PayPal, and all your favorite payment methods.
Off-ramping is live, too, if you're brave enough to convert your bc btc back to fiat so
does this drive the needle up is this just more ways to sell like what's our thoughts chief on
just this is this is this a development or is this just more of the same that's not going to do much
to ordinals and runes at the moment i mean this is as big as slingshot was
right i mean at the end of the day, that's the same comparison.
If you want to compare it to the growth, I would say as Slingshot, it's more availability, more people to buy, right?
Ideally, we need to attract more people to the asset class.
And that's ultimately, I would say, the fundamental issue, right?
Or the underlying issue.
The ones that are here, they already know about it,
they can more or less navigate all the harder ways to buy. The ones that aren't here, right,
obviously don't even understand or know that Bitcoin assets exist. And then when they come
and look for community and aspects like that, I mean, I don't know if you're a bidder of our
ecosystem, looking out, you know, looking inside to what's been going on.
It's that kind of stuff, too.
It's just, in a sense, a big cleansing.
I don't think that they're dead.
I think that the interoperability, the VMs that everyone's pushing for could potentially revive the class itself.
But overall, now we're pushing people towards tech, and there's not even an element of real culture there anymore.
Right. Or if it is, it's a very small niche subset.
And it's not, let's just say, ecosystem wide, which on the first runs of runes or any time it was BRCs or anything like that.
Overall consensus in the ecosystem was that, you know, we're having fun or we're experimenting together, etc.
This is like, OK, there is no new experiment, we're just trying to maintain. And I think that
there is validity. And you know, obviously, like, the top three, four, right, or five, I guess that
we have the culture coins, pops, Billy, magic internet money, dog, right? Leo's not necessarily
going anyway. But I mean, other than that, I can't really name anymore, right and those ideally have their culture set up
But no new participants are coming that haven't heard about these and I think that's overall that's a crypto issue
That's not a runes issue. That's not anything like that, right?
That's just more or less like we talk about it all the time. Where's the retail? Are we retail? Are we not?
And so I think that that's the thing when we get people that haven't heard of it that are willing to check out the community that go and see
Oh, look Billy has a presence at all these events. That's a dope community
Let me check it out now every person you go to is either participated
Hold some or got burnt right and it's like oh shit. Where are the new people?
And so that's kind of where I think we, we need to still attract. These are more ways to get in
front of eyes. Ultimately, we just need to figure out how to get eyes, all these reward structures
and, but no retention models are being made. So. Yeah, I guess it's just putting, laying down the
tracks. If there ever is a renewed interest in there, it would make it easier and simpler to buy than having to figure it out on-chain or kind of fumble with Magic Eden.
So this is great if we do get demand back because now I can just say, hey, use your Apple Pay to buy instead of teaching you how to fucking load an Xverse wallet with Bitcoin.
So we'll see.
We'll see how it goes.
And then just a Bitcoin Core just announced that they will likely be removing the opera turn.
What's the nuance behind this? Like, like, is this even a big deal? and per block that was set aside for, let's just say, our spam and things that we can put into
these op return codes, right? Because ideally, the underlying goal was always peer-to-peer
payment and money, right? When they ventured into allowing these new codes and kind of opening up
the door with Taproot, etc um they did so in a
very cautiously way like okay cool you can fuck around but we're gonna give you like this slice
of the block that we rarely fill and use anyway right and now with just how low low the mempool
has been and the lull and the backlash and just ideally this back and forth of who
keeps the network up right is it the node runners or the miners they've just
now increased slash removed like the governor basically right you know in a
car it comes in with the pre-limited governor you can only go X amount now
they remove that so essentially if there are Peer-to-peer monetary transactions, we can fill the whole bitch up with spam
Versus just filling up the let's just say 95% and they always kept 5% or 10% for money transactions
Well, that's kind of how it's settled, right? And some people are upset
they're like you guys are you know going against the the the nature of what satoshi set up and uh it's you know this is supposed to be money what happens if
we actually need to transfer money and you guys got it filled with um and so that's kind of the
battle that's been going on but high level simple tldr um it's just that, right? They used to have a set amount of space that could be filled with, let's just say, spam or other stuff besides just peer-to-peer money transfers.
And now they remove that blocker and the whole block can be used for anything that pays a miner and that's in Bitcoin code.
And that's in Bitcoin code
So they're basically thinking that the spam itself will
Basically enough for people incentivize miners to keep mining stuff, I guess
No, no, so like
The I mean, I guess what was the question? Which question? What side are you on?
I'm just trying to figure out cuz there's been the debate that you know
because there's been the debate that you know there's been the debate that uh you know we need
There's been the debate that
the block we need more v-bytes to go up to secure like we need more things to do for miners to do
stuff and now that they're enabling i guess spam would this be a way to incentivize no this was
already no this was already enabled that's what i was trying to say so this was on but we could
only do it in a small amount of room in the block now they basically remove that to where
If there is no money going through and they fill up the block to pay a minor with spam
Then that's the block that's getting mined because we didn't fill it up with
payment transactions, you know before the argument was we need to leave this space for payment transactions or else
We're not going to be able to use it.
Well, they're not using it for payment transactions anymore.
So now it's not necessarily go spam the chain.
But now if spam is what's paying the bills, then spam is what's paying the bills.
I mean, you had your chance and you didn't, you know, and so that's kind of where it's landed.
It's just confusing to me.
So I'm glad you could articulate it.
I was confused as fuck when i heard
it so i'm like what the fuck is the point of this it's already on so and is i guess is this a troll
english from udi it has to be a troll right like he just says you know dm your friend luke uh he
has 100 whitelist spots and this looks ai generated so apparently there is a 10k ordinals collection
yeah that's a troll bro yeah i know i was like this is a troll guys like
everybody's like oh my god he's trying to extract again i'm like bro make it free like make the
motherfucking free i think it would be hilarious if he did do a free mint like this though
it would kind of put people on their ass i'm like oh shit uh it's a free mint finally but uh
yeah udi was just trolling guys don't it too seriously. I saw people losing their blood pressure.
It's fake.
It's a troll.
No big deal, right?
So what up, Jit?
What up, brother?
Yo, what's good, boys?
Yo, why are we talking about runes today?
Oh, it was SatGo.
Basically enabled MoonPay and SatGo
and enabled the Bay purchase ordinals, runes, and rare on MoonPay.
So kind of like a slingshot announcement.
I figure I had the boys, the Bitcoin boys up here before they left the stage,
just get their thoughts on it.
And just instead of me and Chief just articulated it all day.
So he said the boys on it.
That's good.
Okay.
Yeah.
Word.
That's nice.
Yeah.
I was actually just on another space earlier.
They were talking about runes as well.
And I always forget that you can actually buy runes on Cube Exchange too.
But dude, we got to bring BRC20s back.
BRC20 2.0 is a thing that is getting worked on also.
So looking at that a bit.
Yeah, dude.
I feel like, dude, I feel like, like china chose chose brc20s like we should
be like putting our weight towards that you know instead of no everybody's everybody's got an
opinion on this i'm not gonna lie nobody's gonna everybody's wrong too that's every time i go
somewhere everybody's all kinds now bro it's not even brc20 every every everybody that says that
didn't sell their rooms when there was some. And now they're thinking of like, what other narrative other than runes can I get money from back?
Because I'm down like 99%.
I was down 90%.
So I was like, how far could it go?
It's like, well, another 90%.
And so now they're retroactively.
It's funny because I know it's cliche, but narrative follows price, not vice versa.
So the price is down. So now we've got to find the narrative. funny because like i know it's cliche but like narrative follows price not vice versa so like
the price is down so now we got to find the narrative and it's like the narrative is like
brc20s were the shit like really like were you like were you there trading brc20s like yeah they
were the shit for like like two or three of them because the price went up so like if you were in
that like sure it was great and hold up on that though too BRCs were shit for like six months, bro. Don't let anybody tell you this timeline wasn't it either.
I minted them for six months without making a bitch-ass dollar.
Like nothing.
It was a pithole of money.
And then out of nowhere, Sats minted out.
And that's what fucking triggered like craziness and ordy and all that.
But like it was months of zero activity of us just having fun and just shit
going around basically yeah we had a lot of funds no money bro no money inefficient garbage i mean
i mean i agree i don't even think runes are fucking great like i think everything bitcoin
is in like a very infancy stage and like i think that everything goes the fuck up. If we do get crazy
bullish, obviously like, and we, we go insane and have a little alt season, I would say fucking
sell your bags, bro. If that happens. Okay. But at the same time, like it's pretty shitty right
now. So I am optimistic about different things, fungibles. I don't know what it ends up looking
like at the end, but like with people like arch network and like other people building, they're,
they're not going to stop. So as long as we get like speculative assets pumping again like yes dude
i think btc native assets go absolutely insane um brc20 is very fucking confusing though i will
say that to like anybody who's not who hasn't been here uh so hopefully brc22.0 has some fixes
and stuff i don't know osd and block have a bunch to say about that.
Maybe.
But I don't know.
I'm bullish on if everything goes higher.
Yeah, BTC ecosystem, I think it'll mog for a couple months there.
And then everything goes to zero again.
But we'll see, bro.
I'm optimistic, though.
I'm bullish long term.
I mean, there's trade-offs, right? Because builders aren't going anywhere.
There was trade-offs.
BRC20s would create if we went full-blown on that.
And now without this block limiter?iter oh it's toast bro do y'all understand if we went to brc20s with
this new change that they made with op return is over if china bids one big motherfucker like all
the blocks are gonna be that you're not sending money like that's when the the actual maxis would
get mad which would be fun.
You deal with blokes.
Alkanes, right?
The Alkanes and the oil guys, you could do a lot without that fucking limit with their fucking crazy shit.
Shove a bunch of fucking wasm in there.
Yeah, now you're playing with NDKs and VMs and stuff like that.
like indeks and vms and stuff like that and then you it's it's technically limitless you know so
It's technically limitless.
well hopefully there's less i think the i think the main thing that is attractive to me is just
less pvp on bitcoin like we just saw elon must change his fucking name and there's like six
different fucking derivatives in the hour it's all just sucking liquidity out of the main one
with bitcoin there's just one main one i mean if it gets big enough that maybe you get pvp but it's
more expensive to like launch tokens so there will just be one main token instead of a friends and family group creating
their own token to pump and dump on people. So I think that is the track. If we get down this
soul thing for the next two years, I think it's going to be fucking PVP central. And I think
people will like leave the space because of it. I think the main purpose of Bitcoin is it's more
expensive. It's less scammy and there'll be one main token and less PVP.
And there'll be more liquidity flowing into one asset
until instead of six if there is a meta.
So I think that might be something that might attract people in the future
if we go down this kind of PVP route for the next two years, bro.
It's exhausting.
Well, I mean, motherfuckers don't got Bitcoin on hand.
I don't know if you've seen that post going around
and checking out people's wallets.
Majority of everybody's in overexposed
to alts and they don't even have that base bit line bitcoin exposure so i mean if you do have a
mint that's popping you now got homie trying to swap and and coming in from the exchange
and trying to get in and get ready for it so that's another thing too it's it's harder to pvp
in that sense right and i mean if we get anything with traction, please let that go.
I mean, we need the traction.
You know, let's all join together on that.
Yeah, let's go to Allison.
She rarely comes up.
Let's go to Allison.
She rarely comes up here.
She probably has some alphas, and she has to get back to work or something.
Allison, go ahead, girl.
What's up?
So, I don't – it's been out for, like, 30 or 40 minutes.
Many people may have seen it, but if you've just been tuned into the show, like at your
office, the SNS, they released the checker for the airdrop Solana name service.
So I'll pin the tweets, but it's live.
However, you need to use a VPN and don't pick Canada either because that is also blocked.
use a VPN and don't pick Canada either because that is also blocked. And they make you check
off on all their terms that you're not using a VPN, just the typical thing. So I haven't checked
mine yet, but you might want to check it. They're giving out 20% of supply on this. and then there's another one for um community like let me see what it says uh
community reward another 20 of the total supply um that will be announced as we progress through
the journey stay tuned and i'm sure they'll just give the details like coming up here but if you
have it at soul check it out because you'll probably be getting airdrop
did that ever get popular on soul and when the es ens like when i first came into the space like and was getting a tease during the blue days there's he even came on the show one time i think
his name is wyatt or something bro he had every dot soul motherfucking thing he went bankrupt
because he had like walmart dot soul because he was like this is going to be the next one
this bro is probably going to be rich now that this is coming out i mean it took three and a half
years but this is what i'm talking about these retroactive airdrops that people left the space
in like 21 they're going to come back to a fat ass bag and i'm not saying it goes back into the
ecosystem but man dot soul was a thing back during the whole ens craze where people were buying one
digit two digit so yeah it's huge for people i don't even know one famous dot soul who's a famous dot soul i guess right hge is the
only one easy has one i don't know i think tig has one but probably most of the people you know
have one because they're only like twenty dollars so people just scoop them up on every chain just
to save your name because you never know after ENS everyone if you missed out on that
Everyone wanted to make sure they didn't miss out moving forward
Yeah, if anybody's looking for some BTC names, I got you they're not but if that changes no worries, bro
I let all my shit get fucking expired, bro
I mean why the hell am I gonna update and pay for fucking nah?
You don't need to know my wallet anyway.
See, that's the thing, too.
We did that back in the early days.
I want everybody to know me.
Every single person that had that and was somewhat relevant in the space got raped for,
oh, you sold your mints, oh, you sold your airdrops, and I'm following you, and you did that.
And, yeah, see, now everybody, no one identifies themselves.
I remember us making those names in Phantomantom we made those names in phantom does that qualify as a dot soul i doubt
it nah that's like just the username no yeah that doesn't call but it might help you out if phantom
ever doesn't i heard that i heard it let's keep that let's i want i want phantom i want crypto
beast i mean this dude's an engagement farmer to the t but he has a massive following says phantom is exploring the possibility of launching its own
token for its wallet slash platform it's air dropping it to phantom users i mean you could
take that with a grain of salt but uh you have a lot of people commenting like this is what we
need but i mean it's just a matter of time dude like all these wallets are going to be
like all these wallets are going to be fucking airdropping us it's just like who's going to be
airdropping us it's just like who's going to be the first one to drop right and i mean
the first one to drop right and i mean i've been expecting with phantom kind of launching their
gasless token swap recently that they're kind of at the end of their product like unless they're
going to do like total degen uh minting like photon i can't see them doing much more development
in their wallet so i think it's a finished product as we speak and like typically that's when they
start launching these tokens so i think that maybe they're just waiting for the right market to do so.
But that's another airdrop along with the Metamask one that would bring massive liquidity to fucking DGEN.
So that broke about three hours ago.
I mean, we've been speculating on it, but this guy's a massive following and he's saying that it's happening.
Real quick, I'm going to post this up top.
It just went live five minutes ago.
I know that TDA had some whitelist for it and some
other people it's a mint on base uh good looking art in my opinion it's original it's fresh uh
could see it doing really well um it was 700 were pre-minted to be airdropped to his collectors for
free uh current price is 0.01 eth so about 2020 or so. Max Mint is $3, and it is currently in whitelist stage.
So just if you have whitelist or if you want to look at secondary, I'd check it out.
We're just going to do today's mints as we go.
Do you want to talk about the MapleStory thing that's going on today?
Yeah, I mean, I just wanted to talk about this because this just went live.
But yeah, we can go into MapleStory as well.
I'll pin that one up if you want to go into it.
Yeah, so basically on OpenSea as well, if you guys go over there to Mintus,
but there's a Soulbound token that comes with some exclusives for when MapleStory goes live.
So MapleStory is slated for the 15th to go full live.
You can pre-download the game itself, I think, up to either the 8th
or the 10th. You can already have the game ready to go. You can already add the subnet to your
MetaMask or to your favorite wallet. That's already available for you to go as well.
So in MapleStory, one of the most common items that they give away for events obviously are cosmetics, right?
The most sought after cosmetics or the most sought after items have always been chairs, right?
That are specific for commemorative events, et cetera, et cetera.
Well, starting off exactly in MapleStory fashion, they're allowing you to get a chair, right?
A specific OpenSea exclusive chair.
And then you can also get a chair, right? A specific OpenSea exclusive chair. And then you can also get a
item, right? And then an NXPC headband item. Every item in their world is tied to a DEX value,
and it is a finite amount, right? So this is only available right now through the Soulbound
Token Redemption. Once you get to the actual game
you'll quote unquote burn your soulbound token slash redeem it in there in their gachapon in
their store and that's how you'll have access to these items themselves um i went through and did
that earlier today if you been doing any of the maple story, the name, the BurningForThen, XPC token, etc.
Use that same wallet.
And if not, I mean, I know some people that are potentially looping it with hopes to be able to sell them in-game and try to access multiple wallets.
But it's open for six days, right?
It is, in a sense, quote-unquote free.
You need to have money for gas preloaded inside your AVAX wallet. And then also,
I mentioned this earlier last week, I think, but since we're on the subject of MapleStory,
if any of you guys created a name, you can go and burn your name into the game, right? The name
right now is an NFT asset. It's not technically saved for you inside the game until you kind of bridge it into the game slash burn it into the game, right?
Takes one or two minutes, a couple clicks, and it's ready to go.
So got that pinned up to the top for you guys.
I mean, we've been following the launch of Maple for a while now, almost a little bit over a year.
And then another thing, too, they will have the token sale going through a tier one exchange prior to going live
right that hasn't been confirmed but the actual token is required for the game to operate so it's
more or less implied and speculated on uh they did say it was a tier one exchange uh they've
been kind of having interactions with binance over and over. So I would be on the lookout for the NXPC token to come out within the next, I would say, week as well.
Probably right before the game, right? The 15th.
And then another thing, the token itself is basically all community.
No VC raised.
And 60% goes back to the community itself for incentives and rewards. So just something to
keep in mind if you want to participate. Day one playing and grinding is kind of implied and it
should be fun. Yeah, just to reiterate some alpha that I brought to you last week. I know we have a
bigger space so more people can hear it. They had a Gitbook that came out and I read the Gitbook.
It's on their main page. It has the countdown. countdown if you like obviously it's going to be crazy on the 15th you can download the game on the
8th so in two days you'll be able to download it and a lot of people won't and they'll wait till
the 15th and you'll have it already downloaded and be able to play instantly which is probably
you know you could climb the leaderboard quicker but also he just said it's going to be community
driven token if you go inside their discord Discord and you go to the news,
I think it's the news alerts, there is an engagement button
you could press to get the orange mushroom roll.
And I'm not saying that's going to give you any kind of allocation,
but it wouldn't hurt to go click that button so you guys can get maybe
a token airdrop or something like that.
So download the game on the 8th go inside their discord get the orange mushroom um roll and
we'll see where everything lies in the future so what's up flame no airdrop but yes go get the role
because that's the thing about it no they're not doing whitelist they're not doing anything i mean
this is a free and fair game it's been like that since they launched in 2004 uh the originators
of actually free to
play right and so everything that's why they're going through a tier one exchange as well uh
because it's not to be insider it's none of that shit it's a business it's an actual legit business
uh go look up nexon which is their parent company too if you're interested go ahead flame
what's up guys thanks for all the alpha uh Just wanted to share a couple things with you today.
First of all, if you got some email from OlympusDAO
saying you could claim some tokens or something,
just know that's a scam.
Definitely don't mess with that.
Typically, these things are scams,
but it had some legitimate...
People put the work in on this one.
It did look somewhat legitimate.
But I've definitely verified that that's complete BS.
So don't even bother clicking on it.
Also, Rafiq Anadol just announced today that he's unveiling a new collection called Biome Lumina.
And for people who aren't aware, Rafiq Anadadol pioneer in AI art and has created some crazy
stuff he's gonna have an actual physical place to view this art M Low was talking about this
recently called data land in LA in this dope ass hotel that was designed by the same dude that designed Disney concert hall
and, uh, Frank Gary and, um, his art, uh, his NFT art is one of, uh, the few, uh, art collections
on Ethereum that have, uh, sort of maintained value throughout the bear and bull cycles.
Maintained value throughout the bear and bull cycles.
They've definitely gone down in the bear.
But they have maintained some level of value.
He's still sought after.
I think Emelo's going to come charge you up and tell you you're wrong.
Is he?
No, no, he's right.
I just came to back him up.
But I'll go ahead and post this.
It's definitely worth checking out.
I think this is an interesting collection,
and Emilio, you probably know more about it
because you've been more plugged into the ecosystem as of late.
But this is definitely different
than anything we've seen from Rafiq in the past.
It's definitely got more of a digital vibe to it,
if you can get more digital than AI,
but you'll see what I mean if you check it out.
But it feels fresh.
It looks really cool.
And generally, this stuff retains, if not increases value over time.
Also, the thing I would add is it's definitely a big flip
if you're able to get on this whitelist.
So all you need to do is register for an account on datalands and actually own a refiq piece but
there's also an option that you can pay 50 and get a year subscription to datalands and i have a
theory that if you buy that subscription and they don't have enough people that register for the
other thing then you might get to cook with everyone else if you have a subscription
Because I don't think that many people have registered for a subscription
Actual pieces to call himself there. I mean, there's not even that many to to kind of circulate if you need to hold one like
requirement
Yeah
I have like five and I just spread them out to different accounts.
I have like five and I just spread them out to different accounts. Hopefully I can cook on this one
Hopefully I can cook on this one.
Yeah.
For those of you guys that don't know, Rafiq had a main stage attraction at the MoMA, I think, right?
Yeah.
Or the MOTMA.
Yeah.
At the MoMA, yeah.
And then it stayed there and was watched for so long past its attraction and during its attraction date that
it was actually acquired by the museum itself and so that was probably the second following like this
breakout moment that we've seen post people i would say definitely this is uh right up there
in my opinion so 100 just not not you're not going to see a lot of wieners coming out of
rafiq's collections.
Definitely a lot more serious when it comes to art. It's not pop culture driven.
It's definitely pushing the technology to the absolute limits.
He's working with Google supercomputers and stuff, the most high tech of the most high tech.
And even before the MoMA exhibit exhibit he was doing physical installations that
were completely mind-blowing so you know 50 bucks to mess around with his tool for a year
sorry that didn't come out right but you know what I'm saying um I think it's worth it like
this is one like I want to play with this more than I want to play with mid-jury or any other
thing you're doubling down I guess that wiener talk just got in your brain everything after
was about handling wieners
Yeah, I know I blew it from there. Oh, yeah. Damn it. I did it again. No one saw it coming
What up task you up here bro throw it to you what's good brother
Hey guys, i'm just uh, I was listening in the crowd saw some stuff about sns. I've been like a
Bonfita enjoyer since like the auction
days of the shitty website so i have like 30 of those things i'm only like 90k so i'm like
that's crazy that's probably gonna worth like six dollars i'm super excited for my allocation i can't
wait to like stake it and make like another six dollars in eight years i think it's gonna be
fantastic so back to sns on that but i'm excited about that. And the acquisition for MoonPay, I think that's a good thing for the space.
I think if you can just keep adding things to that on and off ramps,
whether it's worth it or not, is like a big, I think it's a big deal for everybody
because it potentially brings more people in over time.
I don't think it's going to be like a crazy, like onboarding session,
but more options when people do end up looking at it,
allow them to get onboarded more easily.
So I think that's actually a big win.
And I do think SNS is going to be bigger than we think.
So I know I just memed on it, but I've, I can meme on it.
I'm an enjoyer.
I fucking used to tell them what they should do on their website because it was so garbage
I used to message the people and be like guys, what are we doing here? This looks like shit
Why are we like what I don't was thinking about was such crazy
Do you remember when you had to like wait a day before you can get your thing and then like random people could snipe it within the last like
Seconds and then like if you could snipe it within the last like seconds and then
like if you just looked away or it was done thank god i got i got my own ens but i mean sns but like
i don't even know if i've ever used it so who gives a shit that's fair that's fair i uh i remember
the days because i would set alarms i would like be bidding on these fucking auctions and i would
set alarms to wake up at like three four in the morning to try and like make sure my shit didn't get sniped i have some cool ones though i have
like nintendo 64. soul i have like apple wallet. soul google wallet. soul i have some like ones
that are like low-key but they didn't listen to me when i told them to make all mine super special
and they gave it to like the character ones which i didn't buy any so that was really sad but
you know you know we just we move on we go so modern day domains
did any of you guys do the the one where leonidas rugged us on
i forgot that one bro he literally came out with the name service that was pre-ens
and i was i got rugged on that i forgot i remember it but i couldn't tell you what it's
in my eath wallet somewhere i know linear i don't know bros a name server linear. Yeah linear
Something like that, bro, but he got me once I remember you brought it on the show
We were all getting huge about it. Like oh, this is gonna be the next one
And it just turned up to be a flop, but there was I think it's WGAF
There was a time where those things were valuable for maybe like a day or two
I know that that was your grail a three-digit was your grill
I remember for free. I mean our first couple years you're like I was your grail a three digit was your grill i remember for
for i mean our first couple years you're like i'm always going to get a three digit or something i
mean that was a grail for everybody right similar to like the dubai flex of one digit you know
license plate number but that should still worth something a day and that's ain't worth nothing
maybe a one digit do you remember when doodles was a grail pfp um i mean you guys all seen the
marketing campaign.
All these people are, you know, turning blads, Doodles, OpenSea,
but I think they're doing an airdrop relatively soon.
Can't be a coincidence that all the big companies tweeted a Doodle version of their logo in the last 72 hours.
Eligible could be similar to Pingu, Jupe, Bonk, and Magic Eden stakers,
Seeker pre-orders, OG solani users and nft blue chip
holders so i think that we're probably going to get a doodles airdrop probably sometime this week
and uh probably going to be giving away to a lot of people i mean it probably won't be a massive
amount but at least it's some fucking dust for your wallet go ahead imlo i i think that one thing
that people are not going to expect is that doodles has been doing these airdrops,
sorry,
not airdrops.
They've been coining content on base through Zora for the last like six
months to a year.
And most people don't know that they have this collection.
I think it's called like doodle verified content or some shit like that,
but they're trading for like 10 cents,
15 cents.
I would bet you that having some of those in your wallet would might like
might make you eligible. And that's the cheapest barrier barrier to entry like in terms of getting into their ecosystem so
how do you think that'll work though with all the the i mean i think that my issue with doodles is
if you're trying to look for proxies for exposure i mean can i buy something that's off of the flow
that's the thing they're all they're everywhere i mean i think they're on three different there's literally access to doodle assets on three or four different chains and just in general collections
so how is it or what qualifies you because of that because there's the duplicator assets
there's all the individual clothing that you got when you could use the duplicator forum
there's the space cadet doodles you know what i'm saying like it
just got a little bit complicated so i wonder when you're looking for deltas or betas good sir i i
don't even know how this coin is going to perform because isn't their whole team gone besides burnt
toast like i literally can't think of one person that's still on their team no i'm not even joking
like i'm being dead ass like i can't think of one person that stayed if anyone knows of another
person that's still working at doodles besides I think it has some utility with their dream net
thing that they're launching and about two hours ago they have they officially announced what the
fuck dream that is we had speculated we've had you know we've heard what Julian and these other
fuckers have said about it but uh here's a kind of a thread if you guys don't know dream that is a
decentralized protocol for creative immersive immersive, AI-driven worlds,
blending interactive storytelling, creator agency,
and digital ownership to refine entertainment and gaming.
And thread how it works, who we are,
and a decentralized multiverse we're creating.
Why create story worlds for gaming and entertainment?
The 1.7 trillion media industry is increasingly AI-generated.
All entertainment is turning towards immersive and gaming.
Without sufficient story data, AI experiences and agents are dry and engaging.
Creating sufficient story data via centralized process takes decades.
Our solution, accelerate content production with AI and decentralization.
Increase engagement with gamification, modern input with information markets.
Use those same markets to
benefit our creators. Our first release will be our terminal where characters come to life.
DreamNet agents prompt each other as a swarm, explore emergent storylines, evolve and level
up their skills, trade each other's tokens, attempt to survive through providing value.
Who we are. The key DreamNet contributors are Doodles team.
With expertise across gaming, media, and AI,
we're close with the biggest IPs in the world and share their goals.
Harness open source material to grow more vibrant,
decentralized character universe.
Our first universe, Doodles is the first IP in the universe to launch on DreamNet.
Doodles NFT holders will be the first to create their heroes of our
emerging world. Dude, which is their token, will be the foundation currency in the medium of exchange
powering this new breed of story universe. While our protocol is in development, we will provide
updates regularly to lead up to a terminal alpha launch for Doodles holders this summer. Dig into
the white paper for more details. Obviously, I'll go through the white paper for more details later,
but that thread was just launched two hours ago and that's apparently what
fucking dream net is so and so real quick too i mean also from uh shout out to captain get a
little bit more insight of what they've been hinting on uh it said that the allocation will
be heavily catered towards the number of doodles you have and their rarity,
right? And that equates to the amount of miles that they have accumulated and that potential
duplicators could also play a factor into this as well. So just seeing some movement throughout
whale wallets of people trying to position themselves using those three elements or those
three factors. And so that could be one of
the criterias going forward or is the criteria the underlying insider trading kind of criteria
that people have been doing to position themselves for the drop so yeah there is some use case for
doodles off the bat i'm not saying it drives value but at least it's just not a shit coin
that does nothing right so we'll see how it goes we got time and we'll see how dream cast works or dream net whatever the fuck it's called what up kb i brought kb up here because you know
everybody's trying to find things to do on kuru to farm that protocol it seems like kuru has a new
uh trading experience that they're giving away some money so i wanted kb to kind of give us
the tldr on instead of me fucking talking all day so what up kb thanks for stopping by girl
what's up yeah what's up espresso yeah
thanks for having me um it's not it's not real money it's it's testnet mon um but there is you
know a like a bunch of testnet mon um up for grabs the first place so we first of all we are doing a
meme coin competition on kuru and kuru is a um on- club built on Monad. It is going to be Monad native.
It's just, it's a central limit order book with AMM Backstop and we did just launch liquidity
vaults as well. So you'll be able to add liquidity to your coins and generate fees right so um with this we're doing this this like little campaign for
the week um and we the five coins that are kind of like are like the best right that we win we're
it's all manually it's like kind of for fun um but first place gets 15 000 testnetmon and then
second through fifth place um are gonna win 10,000 testnet mon.
Also, there's monad rolls up for grabs in this competition. So I know that like, you know, I think the biggest FUD that I think monad gets is that it's a bit gatekept or, you know, the rolls are really hard in discord.
But if you do win this contest, you will get a Monad roll.
So I actually think that's a little more valuable than the Testnet Mon.
And it really isn't, there is a, you know, just for every on-chain, right?
Solana deals with launchpads also deal with this because you can
launch the coins on Kuru. So Kuru is essentially a DEX. It's like a one-stop shop. Essentially,
we have, think Uniswap, Photon, Heat and Radium, and like PumpFun on a decentralized DEX that works like Coinbase and Binance, right? And so the launches are off of
Kuru. You can launch it straight off the site. It's very easy. And then you essentially register
your team. It could be you or it could be up to three people. You can create a Twitter,
you can create a website, you can get really creative with this contest. We just
launched it yesterday and it ends on Friday. Like you could launch a coin on Thursday and still be
like in the running, right? There definitely is a bot problem. And that's just, you know,
on chain in general. So just kind of be wary of that somebody did set up a sniper bot and is just
kind of like eating testnet mon right now like we are very like aware of that so we're not
that pressed on like market cap or um you know volume we're more so just looking for
real people and real traders and real just kind of like meme coin trenches uh trenchers
that can create a token and create lore create meme and just get buzz on the timeline um and
everything is done manually so it's it's more so on mindshare it isn't ai driven there's really
no way to farm it you know but just like kind of get the buzz out there.
And so like if you've ever CTO'd a coin, this is kind of it.
So you can like get a lot of attention really quickly if, you know, if kind of you participate
into this contest because while like K you know crew is built on monad
this is very like monad centric like this is you know it's very involved in the monad discord as
well and we will be um on i don't know if you guys know but monad does do a show every morning
called monad in the mornings it's like a live stream um and i will be on that stream uh thursday morning and
essentially giving shout outs to like my favorite like coins and my or my favorite teams or you know
if something made me laugh and um and also we have about five other people that are within the
monad team and other ecosystem ecosystem teams that will also be judges for this
um so yeah it's just it's fun uh i again i know that like it can be hard being on the outside
for you know i think chain wars are like kind of gay um and it really is just where you find like
um and it really is just where you find like where you have your edge right and it's not so much that
like uh things are gated it's just if you have your edge somewhere you're gonna like stick to
that um but this is open to everybody and just does give like opportunities for other people
to kind of come in and like be involved in the ecosystem and you could win some
good testnet mon you could win roles in the discord and be known within the community and
kind of like break out of that shell um also if you guys want like i told espresso if you want
testnet mon for this as well like um can i tell them to just drop their wallets in the comment
section sure if you can find them i was going to say to put uh their wallets in the comments section? Sure. You can find them.
I was going to say to put the comments in your DMs so you can get flooded with them.
But, yeah, if you guys want to drop your wallets into the comments,
KB will look at those after the show,
and she's going to drop you guys some test net tokens.
I mean, she's just telling you to make her laugh, guys,
and she's going to be the judge of this.
So, like, maybe go to her profile and see what she posts and make coins about it
And you're gonna possibly have a better chance than anybody else. This is not anything that's whale driven or sniper driven
It's about making funny stuff creative stuff and make KB laugh
And you guys are gonna fucking possibly win some testnet tokens and possibly get a discord role
Which I fuck with keeping this super exclusive because once you give it out to everybody then the airdrop fucking dilutes so i think that discord role is probably more valuable
than anything in this fucking eco in the monad ecosystem at this moment so yeah if you guys want
some testnet tokens or you haven't got any uh drop your evm wallets inside uh the purple button down
there and kb's gonna roll through them and she will be sending you personally testnet tokens so
yeah i didn't even know it was Monad.
Like, I think that that was the biggest thing that I'm taking away and learning right now, that it's Monad and not Monad.
Because I swore it was Monad, bro.
Well, that was like the biggest argument for like the longest time.
Is it Monad? Is it Monad? And then Keone did a 60 second interview with um our media content creator and he was like
is it monad or monad and he goes monad and then if you really think about it when you go ticker mon
you wouldn't go ticker moan right or like moan you know moan i don't know you slow that down
little ticker moan you know it's hard for me to say. So it's ticker mon. So it'd be like monad, right?
I know. I said monad for like probably the first six months that I was like, you know, I got suckered
into the ecosystem and became like, it became my personality. I think it's actually brilliant
because is it really about just making people say your name double the amount of time? So I think
we see this with Sui.
And what's the other way people say Sui?
So it's like, I think it's brilliant because, yeah, there is a confusion how to say it.
But, hey, you're saying it twice now instead of one time.
So it's brilliant.
I think you guys planned it all from the start to have it misspelled so we could talk about it more.
Imlo, you had your hand up.
Let's get to that.
Yeah, I heard that the TDA is getting aloe for tickered kb is that true oh i have a massive i'm a i'm a kb like whale dude i have so much kb my testnet tokens are
fully distributed into the kb token on kruver bro yeah i mean that's a good coin to hold i'm not
gonna lie um everyone who was an early buyer got profits and And yeah, who knows, it's been a lot of fun,
you know, kind of leading this being I'm the community part of Career Exchange.
Monad put me there, I think, within like five months of me essentially interning with their
telegram. So that, you know, it's been really cool kind of working with the team and with them.
We have and it's a small team, it's only me, the head of growth, and then like our devs.
So, you know, definitely a small team and just kind of trucking through Testnet.
You know, we don't know how long Testnet's going to be, but yeah, all the innovation
for just like the trading aspects of things.
You know, meme coins are kind of, you know, I think we all have our opinions on meme coins at this point.
But I think that like the culture of meme coins have kind of lost themselves.
And that's more so like what we're looking for here.
And we're figuring out like ways to kind of deal with these snipers as well like I will say like just be
careful um because snipers are gonna probably buy what they're doing is they're buying half the
supply and like dumping it so we are actively trying to figure out a way um but yeah we're
not so pressed on the the chart it's more so just like create a team, do something fun, you know, get people's attention.
And that's all you need, because that is just the culture of mean coins in the trenches.
And I definitely want to bring that back.
Yeah, I mean, I've been talking to some builders on Monad that are in talks and trying to figure out when they're going to do their TGEs.
And this mainnet's a bit closer than you guys are expecting so if you guys have forgot
about monad and just said oh it's going to take forever to get this um i have a pretty good
feeling this is going to launch before you i mean before you know it i'm not going to put any
deadlines on it but it's going to be before you have and so getting on this getting back on monad
bringing it back into your mind share of something you need to do every day i definitely think you need to be looking at it so they forgot about monad and
they learned about monad what's up with these eggs do we need to be getting these eggs off of
these fucking little trait fuckers that are at the top yeah so so we also on top of like this
competition oh also um i'm just gonna do this for you guys. If you do, I think that is a Discord in the, yeah, okay.
So the Discord link is in the pinned tweet.
If you guys go in to the Discord now and like write TDA,
like I'll hit you guys like with a roll right now.
So get into the Discord and also you can put in your if you
do create a coin if you do decide to make a team um you know you put that in to show the coins but
um yeah write tda if you want that role and yeah so on top of like the campaign thing we do have
a weekly kind of little kuru monster avatar initiative and basically you get the egg and
it's a lot better than when you first did Espresso like it was really buggy when you know week one
so we've we've done a lot since then but you there is a egg on the top right corner you open that egg you get the avatar um and every
week you will be able to unlock traits it's every monday and every thursday but the only way to
unlock those traits is to be actively trading you don't have to be doing a lot like just kind of
like you know we have a swap too we have light mode and pro mode
swap a few coins like swap between kb and mon or um you know or find some coins and just like put
in a limit order and or launch a coin you know like you can launch a coin every day if you want
and it doesn't take much a few 0.1 um but the more you do the more like different legendary traits
you unlock and then we also do whitelist
collabs so like we've done whitelist to like a lot of the monad nft projects so that's like another
way to kind of get those those whitelists because i get it we it monad's a huge it has a huge
fucking community and like everybody is friends with each other. So those whitelists, you know, they're every, I think every chain has their own cabal, like, you know, respectfully.
And it is what it is.
Like, you feed your friends.
So, like, it is a good way to kind of get those whitelists.
Crew is open to all.
I, you know, am trying to get, like, all my trench friends and buddies, like, in.
And I get that people don't
want to fake they don't want to trade fake shit but yeah um if we have a purple season right uh
crew is gonna be the place to be it's my number one place to farm on monads there's something i
continue to do and my little egg has all epic traits so it was worth it and hopefully that you
know pans out to be something you hold any lord? I don't hold any of your token
Only KB token bro
It's the only token worth a damn on that whole platform
Until I start making tokens today
Well there hasn't been a buy on lord in 42 days
I wonder why
We have to change that
Real quick
Taking a break emergency meeting
Everybody needs to go vote on this shit
Because TDA is on here
and we're in some fight round with uh another group of nerds so go like it and uh i mean it
means absolutely nothing for you guys and it's free but we tell y'all to do free shit all the
time and y'all don't so anyway we'll continue on with some alpha but yo that's us asking for something for once um and so before we give you more uh go ahead lord before i drop
some info now you're good just fucking you guys gonna win that yeah whatever i thought this was
karate combat at first i was getting hyped no that's the thing about it's like a lot karate
combat there is a karate combat mint going on right now
But that looks like a total rug. I'm not even gonna bring it up
Um for those of you guys that were farming tari
Tari went live overnight. So ggs to anyone that did
For anybody that was waiting until mainnet
You're still within the first 500 blocks, right? Brand new proof of work chain.
It is designed to be anti, I guess like corporation kind of thing, right? It's anti ASICs,
right? They use GPU and CPU mining. So the idea behind this, right? The marketing approach is
anyone can just turn on their computer and easily
mine right not saying that it's going to be oh insanely profitable but it allows you to just turn
on your computer download their app and think of mining almost as a game right very very simple ui
ux log in with your twitter you you start generating gems, you start generating their
token XTM, and that's it, right? A slider with three different options if you'd like to play
and tweak. Ultimately, if you're going to get into this and you want to utilize your rig
and maximize that, get separate software and kind of tune to it, right? But this is supposed to be
normie friendly.
The beauty of this is that because of the fact that they actually use two algorithms,
that they do CPU and GPU mining, right?
They hybrid mine Monero, which is a privacy coin, right?
And so in a sense, you'll be able to double dip
while you're mining Tari and get some Monero rewards as well.
So, for anybody that, you know, didn't want to get into it before it went live because there was a vesting slash there is a vesting schedule, you know, you didn't, it might not have been worth the squeeze.
worth the squeeze. No information has gone out exactly on when and how often the tokens will be
distributed slash available for you to use now as mainnet's live. But we are in mainnet. It is
less than 12 hours since it's live. I know a lot of people have been looking forward to it,
participated, mined taried throughout these last couple months. So it's been around for almost,
I'd say, a little bit over a year now. go check it out go see your gem uh allocation and then just make sure you have
notifications on for their first space uh as a i guess you'd call it an l1 a brand new chain in l1 I
Just realized X one here. I was like down that's crazy But anyways for anyone that had didn't do tari or is waiting on tari. There's that that went live
next there was a
Mint that occurred a little bit earlier today. It was for me bit holders
And it was kind of a catastrophe right so
i'm gonna post this up to the top um you want to hear something crazy about that by the way it was
almost an even worse catastrophe and the reason it wasn't even worse is because i told the artist
that it was about to get botched the day it launched they actually had an open edition mint
for public when public did like was supposed to go live at
zero dot at zero eth and i was like dude this is gonna get botted to and then he's like oh okay we
fixed it and then i'm like i don't think you fixed it like i think there's still like one minute that
it's open and the bots are gonna eat heavy and it got botted to they they have to
it to shit they they have to make a new contract and airdrop all of those pieces to the people
that had previously minted and held me bits all right cool my bad i had to get expresso back up
as co-host i was out of the room um yeah no i saw that i got that both pinned up to the top and it's
exactly as what emlo said um they originally were going to launch as a claim right you needed to have a b bits there
was no intended public face uh that that wouldn't technically have gotten there um and then there
was an exploit in the contract and uh i think minted fnf and uh potentially a couple of bro it
was not an exploit in the contract whoever set up the the contract just didn't know how to set up a
Smart contract on open C because I noticed it from just looking at it
And I told them it's not an exploit if you can see it on the front page and everyone knows it like
They're not hiring a dev part bro
And you're doing it all yourself and everyone's like yeah, we don't need devs anymore. I got a
But anyway, they had to redo it
and they will be airdropping everyone.
It says the Mint was not intended to have a public phase.
We paused trading of the collection
and decided on the solution.
We've taken a snapshot.
The existing contract will be deprecated.
It just sucks that people were buying these
in between 0.023 to all the ride
to about 0.06, 0.07 right after mint obviously as the bots were dumping and
you know allowing for new entries but i mean if you were someone who missed the man and just spent
some money on the outside trying to participate because you missed it you got cooked and you're
the one that's actually taking the hell here so but i i also think people got cooked for a different
reason as well because these were
trading far above what they should have been trading for a 10 000 piece edition and i think
people thought that they were going to be one of one of 10 000 by noper which would have made sense
to be at that price but for an edition of three with like over a thousand editions each it's
definitely not worth that you can get a noper on tezos for
like a few hundred bucks i got a one of one from noper for half an eath a few weeks ago so like
he's a great artist and extremely talented does not his fault at all i wish this didn't happen
to him it couldn't have happened to a better artist appreciate the insight emla and i mean
that's always i guess the benefit too of having you
know a stage full of people that know because i mean i knew about it had the news but a little
bit more insight you know it's always beneficial so appreciate you emlo for hanging out up here
man actually good you back yeah i obviously forgot to turn off my wi-fi and got close to my house and
you know what happens is when you go from data to wi-Fi just kicked me off stage Yep, I'm gonna post something up to the top. Um, it's a it's a kind of a new find
I guess there's a new chain that's slowly
Giving out opportunities and putting people like air dropping tokens
There are chain tokens at the protocols and daps on there. Well, there's this game called kamigachi
That's slowly getting steam Right, so it's an mmorpg
you have to actually bid funds onto this new chain right the chain is called yominet and all the
information's inside the thread if you're curious you want to check it out this is real money it's
not testnet so could be an opportunity as an on-chain game
being early. This has been going around kind of circulating. I would say the last two to three
days prior to over the weekend is when it slowly started catching a little bit more steam. But as
we're talking about new opportunities and just trying to potentially be early, this was one that
I was going to do a little bit more investigation in price is
somewhat expensive 0.12 eth right so decent chunk of change if you're just looking at venturing out
into a new ecosystem in a new chain but maybe it's worth at least looking at it and you know the
potential uh flywheel with the tokens that are being airdropped to the platforms and the dApps
building on the chain. So got all that information pinned up top if you guys would like to dabble.
It's one of those things that I'm looking to do later on in the day and just get a little bit
more versed on. Do you have any more? Do you just want to finish up what you have, Chief? And then
I'll just finish up what I have and then we'll just end the show I guess I don't know if you had any more on your on your in your bookmarks. You wanted to talk about oh, yeah
I mean yesterday we were supposed to have the final BOSU review
Right. That was one of the biggest things that was slated for I guess the date
There was I guess a leak on the open see web page maybe it's not, or it was done intentionally as a marketing.
No one really knows what it is, right?
But it popped up on OpenSea's website that they were going to house, or they were, you know, the final Bosu collection page.
Speculation started going throughout the space that OpenSea is now going to start housing and be able to trade abstract NFTs, right? So that was one of the big things, but no confirmation on that. FinalBosu
yesterday tweeted that they would have more info today due to the delayed revealed. Some slash a
lot of people were assuming the delayed revealed had to do with maybe an OpenSea rollout at the
same time, right?
Hey, OpenSea went live with Abstract.
Go check out and buy FinalBosu there, right, as their launch.
But apparently four minutes ago, they tweeted and said,
Bosus, the team is fully focused on resolving the issue so we can resume the schedule ASAP.
Details are in the Discord.
So for anybody that's been expecting a reveal,
just go check out the Discord for further information
as it was delayed yesterday.
And that's just the rumor that's going around now
about OpenSea, right?
Next, kind of just finishing off a little bit of news
that we got for you guys.
For those of you guys that were waiting for or trying to use, I know a lot of us farmed
Boost and Alphabot, right?
It was one of those not really used live platform.
You could have gotten, let's just say in the top thousand, top 500 by just paying the Alphabot
premium subscription.
So a couple couple ways to position
themselves for this airdrop season one ended i would say about a month ago they've been teasing
boost season two and this is the newest i guess will have the newest season will have an affiliate
program and some new type of retention and kind of reward referral model. So just wanted to put that on you guys' radar as it's been a little quiet,
but most of us still use Alphabot to some certain extent,
regardless of what chain we are, right?
So I think that that's one of those things too.
It's that it might be one of those no-brainer plays that when you think about it,
you're like, yeah, everyone uses Alphabot.
Why wouldn't it a cook, right?
But ideally, I haven't seen much interest on Boost
since going through the pre-sale or even when they were doing their marketing campaign.
So just something to consider as you go forward. And then lastly, this is too many things to tweet.
So I'm going to just put the official Bear Chain Foundation kind of post. We said this earlier, Boyco ended, right?
So you guys can go through the Boyco checker and withdraw.
If you utilize a specific platform,
for example, Pendle, Stakestone, CERN, right?
Something that was a specific dashboard
other than the Roycoco you have to go
to that dap to withdraw right it is not you can't do it from the all-encompassing dashboard so
anyone that put some money inside uh go take it out you can get your stables back and you can
redeem um all the receipts please remember that these are liquidity pool receipts. So what you
receive back isn't the actual token. It isn't your USDC. It's not your Bitcoin. It's a receipt
that you staked in that pool. And then you have to go to the specific DAP and then redeem that
receipt for your coin. So a little confusing, caused the headache for a bunch of people this
morning. So hopefully people start to position themselves a little confusing caused the headache for a bunch of people this morning so hopefully
people start to position themselves a little bit better with making the ui simpler if they want
money to flow and then lastly puff paw went live uh for anybody that's out there puffing a storm
you can have 200 puffs a day until you move up slash level up your vape. As you level up your vape, you get higher yield of the token,
and the token is still pre-TGE.
So you are farming pre-vape before vape actually goes live.
They dropped a little bit of stats earlier,
and global mining, they have 20,000 vapes out in circulation,
roughly about 10,000 of them in user self-controlled and another 10 000 uh being
leased out right directly through puff paul and just kind of like a deep end on the go system so
all that information is there make sure you download your app if you'd like to use it it is a
little sketch so i did it all on a burner because you got to download a bunch of funk-ass apps and, you know, install zip files and shit.
So be careful, right?
Anything going around the Apple Store, anything going around just iOS in general, especially now with this new regulation, should definitely raise your eyebrows, right?
The biggest thing that they wanted was the issue with having Apple tax you the 30%.
And now that that's no longer an issue,
there should be no reason why people aren't getting certified
and officiated as, you know, not scam or anything like that.
So just be careful or use a burner.
Well, maybe I can call on Emlo or Lurk because they're trenchers.
Emlo brought this to my attention over the weekend
is that the Zero Bro and Jeffy guy fucking disabled his his account and then this morning i went on the dex tools and
it was the leading token i'm like what the happened and apparently like did this
dude die or is this a scam he committed suicide but apparently there was an on-chain uh connection
so i'll post it up top He did a live stream on pump fun
And then on stream it appears that he shot himself in the head with the gun
Some people are saying it's fake some people are saying it's real etc
no one really knew and then
an obituary came out
Overnight, but one of the things that no one's really understanding is that paired with the obituary uh a token was launched with full-blown information and it says if you're reading this it's because my 72 hour dead man switch has been triggered so i am not here at least not physically
or my adhd really got the best of me and i'll post an update with a no shit moment later. This is my Lego coin,
my final art piece, LL Jeffy. Not an investment, not a security. It does not pass the Dewey,
no promises, no returns, no management, no advertising, no speculation, nothing but
voluntary action. It is the opposite of a security. It's where I took the money I made,
action it is the opposite of a security it's where i took the money i made bought tokens burned them
relatives are sent instructions and funds when dms is activated an internal and eternal grave
for cyberspace so people are thinking that this is fake um i mean you're getting the news all
around that he committed suicide no one can kind of really confirm that.
And then sure enough, a token is launched as kind of like, I don't know, performance art and act a goodbye.
I mean, but at this point, it seems like performance art, but no one wants to speak ill and, you know, just ultimately with respect.
But some people aren't believing it.
A lot of people are thinking it's him just trying to exit scam again and so yeah man that's kind of the story behind that one
damn i mean if this is fake that's a fucking sick ass fucking attempt to fucking rug your
fucking community to be completely honest i wouldn't put it past that this is fake bro
even if it's real he's a fucking grifter till the end fuck that guy i mean the obituary look chachi bt so and then like of course the space pvp's the jeffy token like the dude's
like this is the main token i want to do and then we fucking create another token like that's a great
way to show disrespect to the dead i'm just saying it's i think it's fake to be completely honest um
but where the space is sick dude and like we had elon musk change his name and we couldn't get that
to and and tweeted about it and changed his profile picture and we couldn't get that token above 100
million dollars this space is fucking cooked there's like you guys are it's ridiculous like
what people are the extent that people are going to to pump these tokens and if elon musk can double
down on a fucking meme
an unofficial meme and it can't get over 100 million dollars you just expect like this space
is down bad because that's most of the meme narratives now is like oh elon musk gonna retweet
it this is elon musk's favorite fucking video game like nah none of this shit's fucking pumping
the space is fucking sick and uh i'm not gonna say that this is fake but this seems like my radar is
up that this is fake yeah like that like my radar is up that this is fake
Yeah, like that's the thing no one really knows and no one wants to be the asshole talking shit about the guy who actually did
You know, I mean, I don't know bro
There was a lot of pressure
He was getting a lot of backlash due to the outlandish fucking shit that zero bro was saying
I mean homie was dropping hard are being Kanye for a day
So it just leads you to, even if you are the founder
and that was all random,
I mean, obviously you're going to get
the slack and the heat.
And I mean, there's all their alternatives.
That's all I'm saying too.
I mean, if this is real,
if you're in feeling some type of position like that
with too much heat in the kitchen,
there is relief.
You just got to step out of the kitchen
for a little bit, put the phone down,
call someone.
So I want to throw that out there too.
Yeah.
Oh, my bad.
Lord, did you see that Sam Altman capitulated, bro, this weekend?
I know we've been talking about why Elon hates Sam Altman.
It's because OpenAI was funded by both of them as an open AI development.
And then that motherfucker said, hey, I'm going to close this off and IPO this bitch.
And then I guess it came out at 1am open AI advanced plans to become the for-profit will
maintain a non-profit status as a new structure CEO Sam Owen says that this structure won't
compromise fundraising abilities for AI development which may eventually require trillions of dollars
so this is the main reason why Elon was possibly going to sue him because he gave this money as charity. And then he took that money and said, nope,
not a charity more. We're going to close this and we're going to evaluate and we're going to
IPO this and we're going to raise thousands of dollars off this IPO or millions of dollars off
this IPO. And I guess he got enough grief and got enough lawsuits in hand to kind of open this back
up to be a nonprofit. So I think that's big news.
And obviously, all this vibe coding is going around.
And obviously, what people are using is Cursor AI.
And they just raised $900 million at a $9 billion evaluation.
So this is good for AI and tech to kind of see these tools getting the crazy evaluations.
And you probably will see people comparing themselves the crazy evaluations. And you probably, you know,
we'll see people comparing themselves to this whenever an IPO is like, oh, mine does something
similar and it's decentralized and we should be worth at least 1 billion, right? So yeah,
that's all that. That's kind of good news. And then obviously I've been attacked by this and
I've seen a bunch of this actually happening. quick real quick just for talking about this
vibe coding if any of you guys are interested uh there's a link up top as a resource boo opened up
a whole separate discord server for this he already has the ai academy but this is more so dedicated
to kind of vibe coding prompts challenges and just bettering yourself in that sense right so
resource pinned up to the top if
what x said uh intrigues you or if you're just trying to learn uh awesome dude to learn from
and you know someone who's been in this for before ai was even quote-unquote cool so yeah dude and um
the uh cursor thing like i know that uh there was talks about like opening i possibly like
acquiring them at one point
and that like didn't go through or whatever but there's also another platform called um wind surf
and they're actually amazing like i've used that several times but um they just got acquired from
open ai so like even though open ai is like non-for-profit they're still like i don't know
bro i still think they're still trying to be like a monopoly. I think it's all just politics.
Like, homie said he doesn't make any money, and then he was driving around in a sports car, and that was forever ago.
So whatever, dude.
They're all about the money.
I don't really care what the public-facing shit is.
But yeah, they just acquired Windsurf, which is an IDE for coding, formerly known as Codium,
right?
Super good, like, for vibe coding and everything else.
So they bought that, which, like, you can obviously go on chat gpt and like you can code in the app and there's like a composer where you can
like kind of test what you're building and stuff but really if you're building like big database
systems like you really need something like windsurf or uh i like open source solutions like
cline um which can you can actually power by local models in VS Code.
So if you're using a more classical IDE VS Code, you could just add extensions to do
coding and shit with AI models.
But yeah, it's a big deal.
I think they bought it for $3 billion.
So I would pay attention to that as well.
Curse is cool.
And yeah, they're valuated $9 billion billion but open ai is gigantic and just bought a
vibe coding ide so i think windsurf and whatever open ai is going to do with that is probably going
to be super interesting i think it's sam altman versus elon must to be the richest person in the
world by 2040 so yeah i would agree with that another thing i'll say is like there are very
good open source things happening with coding i don't think sailor will be in there in that in that oh three of the most richest people
i think that that's the next i mean everyone thinks sailor will engulf both of them
i think ai is way bigger than bitcoin and by 20 but what if you do them both like sailor does have
you did you see that post yesterday you said that he gets his investment strategies from chat GBT.
He's thinking AI is going to be buying Bitcoin.
Yeah, I saw his bitch ass pumping his bags.
I mean, it makes sense if AI is going to run people's investment strategies.
I mean, I would imagine they're going to recommend buying some exposure to Bitcoin in the future.
So, I mean, that could make sense, right?
And so, I think you're probably right.
I mean, a combination of AI.
I mean, all these people are turning into AI companies.
Like they were like a food company and now they're integrating AI.
Now they're basically, you know, IPOing as AI companies.
So that is kind of the next phase of this.
And if you can combine that with like exposure to the Bitcoin,
I think that kind of gives you a head start of over other just regular companies
that don't have either of that in their name.
So yeah, that's how I feel about it.
And like I was talking about this, I'm getting like tagged all over the place because people
are now seeing how much money people are getting airdrop being part of the Kato airdrop pre-board.
And so what they're fucking doing is creating fake accounts, creating multiple accounts
to engage so they can get their engagement up.
There has been a post from them suggesting you not do this. So three behaviors that go against
the network. Coordinated group farming. When groups of people team up to boost each other's
content, they post and engage together to make their content seem more popular than it really is.
So soliciting engagement farming. When someone directly asks for likes, comments, or shares,
instead of earning attention through good content on Kato,
they're just asking for it.
Fake accounts, creating multiple profiles for using bots
just to increase your numbers.
These aren't real people interested in your content.
They are just there to make you look popular.
As I mentioned on the space together with Chill Pill,
don't join these groups or take shortcuts.
Focus on growing naturally and creating quality stuff.
Build real brand.
Voice will be heard if you provide value.
Quality always rises to the top.
And I have been commented, asked in DMs
to follow people's accounts
so I can raise their score on Moni.
I have people tagging me in threads for airdrop threads
so I can like and follow.
And they're all like Azuki PFPs,
which have been known to bot farm in general.
So this is happening as we speak.
And I think the new thing is like airdrop farming
has basically been the most lucrative on Kato.
And if you have created content on these Kato
and actually create content on these pre-TDGs,
you have been airdropped thousands of dollars.
Look at people on BoopBop thing.
They got like $200,000
for launching a coin. So the fact that it has now moved to Cato, you're going to start seeing that
farmed and just don't engage with it. This is fake shit and do your own research and build
quality content. I think you'll be rewarded more than creating fake accounts and boosting your
algorithm that way. So just wanted to bring that up to you. Don't fall for that shit,
and don't even engage with it. And then i guess uh one uh thing that's happening uh this
week which we've mentioned over and over before is sonic uh as summit today from the sixth to the
eighth uh it's in vienna austria so i would expect some kind of announcements from sonic um probably
this week maybe some new protocols maybe some updates on the airdrop in June. But that's happening just like we had Sui Basecamp last week.
It kind of drove out a lot of announcements and token price go up.
So Sonic has their airdrop sometime in June.
I would imagine in the next two days,
we're probably going to get a little bit updated on that.
So look out for that.
And I think the last thing that I found was an upcoming project.
It was called anti-fund and
uh apparently it's anti-fund is a token launch pad that eliminates sniping and mv opportunities
requested by anatoly anti-fund accuse all buys and sells into short epochs then clears them at a
single price the dev chooses the length of the epo. It doesn't matter if insiders use a bot to buy in 10 MSs after launch. If the epoch lasts, say 30 seconds, then the buyers at 29.9
get the same price as the insider who bought at 0.1S. We're eliminating sniping while still
rewarding trenchers for getting in too early. Price follows the bonding curve. Settlement is two steps.
When you submit your buy or sell order,
the recipient account is created,
which holds the epoch number
to the amount of soul tokens you want to swap.
Once the epoch is over,
you can use them and
receipt claim for the tokens on soul.
This process is automated,
anti-funds, front-end,
automatic claims for you.
It's a new launch pad.
We've all seen the concerns with sniping at the launch.
I think we had the Pope token
that Hayden fucking launched again this past weekend
that was sniped to hell.
So this is a big issue in the space
and it's creating a lot of FUD.
So kind of starting to create platforms that eliminate this
I think could possibly gain some traction.
And this one, a lot of smart followers were following it
and it launched three days ago. So have most massive a lot of launch pads but
this one actually is a solution to a problem and maybe more creators will use
this in the future so that's something I found yesterday and this morning and
just wanted to bring it to your attention we appreciate you guys coming
out the daily alpha we also space Tuesday through Saturday from 10 15 to
12 and I'll leave it here for chief to end it.
You guys have a great rest of your day and I will see you on tomorrow.
Space.
Peace out.
Appreciate everybody that came up,
everybody that contributes,
everybody that hung around.
It means a lot to us.
Any kind of likes,
interactions,
love on the show itself or the thread that comes after it goes a long way.
It's how we can continue to get more opportunities for our community and keep growing.
If you didn't know, after the show is over, there's a thread that incorporates everything
that we've talked about, every opportunity, so you can use it as a resource.
So feel free to do so.
Love engagement on that goes a long way.
And any kind of bookmarks, right?
Those go better for the algorithm than anything else.
We do this Tuesday through Saturday, 1015 to about 12, 1230. It's TDA or stay poor.
You guys be safe. Have a good one and we'll catch you tomorrow. Thank you.
