THE DAILY ALPHAโ™ป๏ธ

Recorded: March 19, 2024 Duration: 2:16:24

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Good morning, good morning, good morning, good morning.
What's up?
Welcome to the Daily Alpha.
We run the space Tuesday through Saturday
from 9 45 to about 12
PM central
Tuesday through Saturday.
And we even have our own
That's also another great way to show your part in the community
If you want to throw up the...
way to show your part in the community if you want to throw that in there so
shout out to y'all appreciate you I pinned up Trill's thread from yesterday
and then also Chris's back sponsoring the show this week so we'll get into the
sponsor read and then we'll get to business so what's up chief what up bro
how you doing all right cool glad you're doing all right yeah I'm doing all right
bro middle of delivery thanks for making me come back for the truck and give me a
hard time it's okay I mean I can give you a soft time but it's whatever works so
shout out to Chris once again sponsoring the TDA much love to you my man we can't
get enough of you and you love us so it's also cool that we get to kind of see the
development of Bitmap Valley and just everything that we're involved in kind
of firsthand so pinned up to the top in collaboration for the airdrops that are
coming up as mentioned last week Chris has something in regards to collaborating
with him and with his community so really quick TDA is sponsored by I'm so
I'm so is a interoperable cross chain infrastructure and ecosystem between
Bitcoin and Solana is powered by the Evolve token which you can find on the
bird eye app with that being said there will be no quote-unquote dilution or
expansion of ordinals or Solana assets and so the way that the onboarding will
occur will be through token events so if you do have a community or know the
community that wants to partner to receive tap airdrops for the evolved
token as well as potential ruined development for what's to come pinned
up top reach out to Chris he also confirmed that secondary buyers do
qualify so shout out to Chris for sponsoring the TDA man
Oh yeah shout out to Chris thanks for stepping in there on a week we didn't
have any sponsors and saying hey I'm gonna come back so shut up to him but
yeah I mean market since Saturday is taking a bit of a retracing these are
the kind of markets that get me excited personally I kind of don't know what to
talk about when we're going up only because there's really not that many
buying opportunities I don't like to buy when everybody's euphoric so seeing
these retracements and seeing these pullbacks are make me excited every
morning when I when I come here like oh now we got alpha now we can kind of
speculate are we going lower we're going higher and a lot of people don't
you know I still think a lot of people are too bullish and makes me think we're
gonna go lower because of that fact I mean of course we have ETF inflows and
all that shit but I mean we're basically entering like IDO phase where
we're just sending money to random wallets and folks you know expecting a
2x instantly so saw this coming maybe like a few weeks ago I stabled up
already stable up I just went into Bitcoin mostly and that's what a pretty
good choice but also sorry I'm gonna get past this
construction but like this market when we see these retracements gives us a
good opportunity to start looking at the charts and seeing the stuff that's
actually like performing and the stuff that's actually leading the way and it
kind of give us a glimpse into what's gonna be bullish in the next stage of the
cycle so definitely think we're entering a kind of a new phase here and some of
the I have a chart here and we brought this week I bring this chart up
every time we have dips to kind of show where the strength is in the market
and what are people deploying their capital into during this kind of
down period so this chart is pretty good it's against Bitcoin and it's the
like so you could stay in Bitcoin or you can diversify into other coins and other
coins that actually out producing Bitcoin are the ones that I'm pretty
attracted to so I just put up the chart and it looks like the two coins that are
like the most bullish since this kind of retracement actually Aptos and
suey which is pretty surprisingly actually so we have a rotation from soul
into all layer ones despite the overall market weakness Aptos and suey suey are
surprisingly strong they were we're now entering a layer one season where we're
now we just like find the best layer ones that aren't soul and we try to
start this narrative of like a soul killer or what's next and kind of looks
like that from a decent trace when and like what people are buying but some
other shit that people are buying or obviously say so you kind of seeing
that's suey Aptos day phantom aspa near ada and then BTC and then some of the
other stuff that's actually I'll produce in Bitcoin at this moment aromatic aim
backs yeah so those are kind of the two layer two so looking at this makes me
think the narrative of kind of this next stage could possibly this layer one
and like what's a salon a killer because we're seeing those like salon
a killer and the stuff has fast transaction speed it's kind of leading
the way during this kind of retracement a little bit so that's making me
bullish on those coins and maybe when I start deploying more capital those are
the coins that I probably get into but I don't know where we're at right now I
don't know if we're going down farther if this is just the start of kind of the
dip here a lot of people say we need to stay above like 58k some people are
saying we're going down to 52k but I mean this is this is par for the course
in bull markets we get we get retracements like this all the time
like 20 30% dips I just don't know if this dip is like are we done dipping
typically you know the market will punish people we got kind of cocky there
for the past two weeks you know everybody's an alpha caller everybody's
bullish everybody's throwing money left and right so I feel like we need a bit
more pain and I maybe think the first kind of beat the first like recovery
might be a fake out and we dump even farther so I'm still sitting on my
hands personally like typically I'll say like go buy the dip buy the dip but
I don't know exactly if this this is the start of the dip or we're you know like
I want to have some spare cash on this side and you know I don't see the the
risk reward at this point like I'm more looking somewhere in like the the mid
50s to start deploying into coins but if you're sitting on some coins right
now that are down bad it would be bad to maybe you know if you don't have
conviction in them maybe cycle into a coin that you do have conviction in
like if both coins like you have one mean coin that's down 30% and then you
have something like rune or like matic that are down 30% you maybe cycle that
mean coin that's down 30% into something that actually you have conviction in
that actually be something right so and then see I paired it up to the top kind
of coincides with what you were talking about yesterday was the very first time
we had 154 million and outflow for the BTC ETFs so first one that we've had
since March 1st obviously not great but let's hope it's a one-off FOMC starts
today and concludes tomorrow personally looking for it to be a non-event and to
coast clear through more ETF inflows so just kind of adding to you know the
narrative of it was bound to happen and then it just so happened that the
recent was during the FOMC you know what I'm saying as well as paired with the day
for or maybe it was purposely done like that right outflows in preparation for
that FMO C meeting so yeah yeah that could be something too and I think I saw
something that Japan is raising interest rates so I know that we think of this
you know crypto as something that's done only in America or whatever Europe
but this is us this is a worldwide event and if there are things going on macro
in other countries that could affect you know you know wait till Asia wakes up
everybody's a way to enjoy well they're raising interest rates maybe Asia isn't
waking up buying now but here it is the Bank of Japan just raised interest rates
for the first time in 17 years here are the implications of global markets the
Bank of Japan decided to raise interest rates by a meager yet historical 10
basis points the short-term policy ranges in Japan is now point zero zero percent
to point one percent a stable two percent inflation target is getting within reach
of Japan due to heavy wage pressure recently the largest Japanese labor
Union secured wage increase north of five percent for their workers on the
Bank of Japan is mulling reducing its purchase purchases of Japan government
funds in the near future a practice also known as tapering but yeah like that
that they haven't had an interest rate in in 17 years and then they just bump
that up you know a 10 basis points I mean people waking up maybe in Asia are
like fuck this like I'm not gonna spend my money if I now my credit cards are
gonna be more expensive and my credits gonna be more expensive so maybe you
know last night we saw a massive sell-off maybe this news is the reason
right so I'm just trying to find headlines and stuff that maybe are
affecting the market that we aren't exposed to because we aren't in that
kind of demographic or we're not in that side of the country so maybe Japan
seeing these interest rate hikes for the first time in 17 years scared them
off and we kind of had to sell off here this morning so that's kind of was
my speculation is like that's probably scaring the market a little bit and
then plus we have an FMOC meeting today and people aren't pricing in rate cuts
like we're supposed to have six rate cuts this year and now people are only
saying we maybe have like three so yeah just a lot of macro stuff that's
bringing us back to reality we were a bit cocky the past month or two so
definitely need to get people thinking that you know we're going lower and
you know everything's not bullish anymore and you know once we have like
you know percentage of the ecosystem are the web 3 community thinking that we're
going lower and some people thinking like this is over then you know the
traders come in and then now there's a you know there's a there's a trade to
be have when everybody is on a trade and 100% of the market is like yo we're in a
bull market a lot of people you know the traders start shorting and they want
volatility and they want not everybody to believe that to shake you out and
shit too so yeah so that's kind of what's going on this morning like I
showed you with the charts definitely looks like the layer one narrative is
gonna heat up this cycle a little bit like this kind of I don't know if this is
a microcycle but it definitely looks like the layer ones are the ones that are
getting the bids during this kind of down period so starting out there showing
that to you but yeah we got trill up here too I pinned up his thread or his
little post yesterday about the mean coin madness OMB mints in other news if you
guys want to like and retweet that I don't know if you gave out that ordinal
Sigma X whitelist yet but that is something that he's offering for like
him or tweeting that to you what up trail how you doing this morning my guy yeah
GM yeah I haven't given it away so we'll probably do it during the show here so
if you want to retweet that we'll raffle that off and I do actually have five
more spots to give away for people that are interacting with the show so feel
free to come up drop some out with the app some or just like and retweet and
then I'll be giving those away too so yeah yeah that's how we're giving away
whitelist just by interacting with the content so just make sure you're going
through the likes and retweets what's the mid schedule looking grab anything
today or this week for like the PDA community yeah not today I think today
the bigger one is I mean it's not really that big it's a little puppets
derivative but we do have many words and only for us later this week which chief
I think we can mint through the presale option right yeah you got I mentioned it
last week but I mean I think we can probably still do it again and continue
it's still open you can if you have originally started out only holders and
then they opened up for whitelist slash presale so you can go over there and
it's the non holder like mint slash presale button I don't know exactly what
the terminology is but just click the non holder one it should be ready to go
hundred percent you know this week is pretty pat jam-packed with events we
obviously had the Nvidia conference that went live and obviously that was a by
the rumors sell the news on everything AI coins everything's kind of retraced
since that I took I had made render is pretty much just propped up my whole
trading account the path to two months I just trade that any time I feel AI is
gonna pop off and I think I started the trade during that first dip on Friday or
Saturday and got in around $11 that shit shot up to like a 13 dollars and 53
cents and took home like I think $400 and P&L off that trade and then
yesterday we had the the render CEO step on stage and it pumped back up and
then after he stopped talking all the AI coins dumped so that was a nice little
trade and then also we have GDC this week which is in San Francisco which a
bunch of gaming people are there and a bunch of gaming projects and a backs
gonna be there I know there's been some some already some announcements of
Call of Duty mobile is gonna be coming out in the next two days I would
imagine there's probably gonna be some more stuff to come out from this event
we have a backs there so I'm guessing there might be some gameplay of
shrapnel and Godzilla games and maybe some maple story teasers so definitely
want to keep track of what's going on at GDC and if there's any kind of web 3
announcements there could pump the coins and pump the market a little bit
but here is the news from Call of Duty news Call of Duty warzone mobile
officially launches in two days so I don't know if you guys play the mobile
game but that seemed like it was news this morning so just got to keep our
eyes on GDC also but this weekend has been filled with like runes airdrops
and just fucking Bitcoin and ordinals kind of recovering and we kind of chief
and I and others were kind of speculating a lot of people are keeping
sideline capital for the OMB mint and then once the OMB mint was kind of done
that a lot of the capital that you know was deployed for that was gonna
cycle back into the other collections and node monkeys shot up from like 0.4
all the way up to 0.8 now it's retraced around 0.7 get OMBs up to
0.4 quantum cats up to 0.3 to 0.4 puppets above 0.2 and then we got a bunch of
airdrops we had the puppet the puppet miners from the pup token that coming
out we had fucking its runes come out we just having runes left and right and
been pretty interesting you had the tiny Vikings also we basically told you
about the FMO token and if you had 10k in your wallet you should have got those
airdrops to you this week and then those were indexed and went live
yesterday on Magic Eden so man it's runes is heating up and just seems like
you know Bitcoin was this Bitcoin was this narrative of like fuck it this is
digital artifacts no utility but now that roots are coming out and shit coins are
gonna be eligible now all the projects are pivoting into runes and trying to
get exposure to that so no utility for ordinals until runes comes out and once
runes comes out you're gonna see everybody I mean even failing projects
that are failing to mint out are now talking about we're releasing runes and
just trying to mint out projects based off hey we're building a game here's a
seven-second clip oh yeah we're also launching runes when we sell out too so
now you're gonna see all the scam projects and the ones that have no
traction are now pivoting into runes and trying to sell projects that way so
it's gonna be interesting a lot of this shit's gonna go to fucking zero
with haste but definitely interesting to kind of see the whole transition from no
utility on Bitcoin now everybody's offering like coins and utility now is
just kind of shift dramatically in the past like I don't know two weeks but
got Steven up here also what's up Steven it's good brother yo GM GM hope
you guys had yourselves a good last couple of days a little bit of a break
get refreshed I've got smart outfit for later on in the show definitely want to
make sure that everybody's sharing the room around before I end up giving that
out but one that is time-sensitive that I just wanted to make sure everybody was
aware of is GM scribes big collab in Genesis piece on ordinal say with
Richard Nadler that ranked auction it was a 24-hour ranked auction is wrapping
up in now less than two hours so if you've not placed a bit on that and you
want to get in I think that honestly it's going to be a hook it looks like the
the current clearing price is gonna be right around 0.0 0 8 it's about 500
bucks but you have to be within the top 190 bids to get your hands on one so
it's worth going and taking a shot at in my opinion and honestly Richard
Nadler has a reputation that I think will hold up and this is gonna be his
only Bitcoin ordinals release he's gonna do he's kind of like very very
staunchly made that commitment that's not to say that there won't be airdrops or
anything else that his holders would get but it's worth being aware of that
like that very much so is something that is in play here so go take a look
at that I'll pin it up at the top along with yesterday's digest which is
enormous but we'll talk more about that later on in the show for sure
serious sir every Tuesday at 7 p.m. Eastern 6 p.m. Central Stephen host his show
which is you know partnered with the Daily Alpha they'll be in the thread as a
reminder and all that we'll get into it more just want to make you guys
reminder if you guys want to get all the art alpha and and all that man
everything on that breakdown is a great read and if you guys haven't read it
you should there's opportunities in there but yeah Stephen you know does our
art focused TDA space tonight so tune into that and we'll keep you guys
reminded as the show goes on but man chief what are we thinking like four
runes man like a lot of rune miners have come out we got rune stones were air
drops forgotten mince that one what do you what are your how are you position
yourself to get exposure to the runes like what are maybe some of the top
rune miners that you maybe would suggest people pick it up I obviously are six
rune stones it's probably the top but after that seems like it's wide open a
lot of people are saying you know the puppet miners and the puppet tokens are
gonna be one so how do you position yourself well now runes is less than
maybe 30 days away with these like pre allocations and shit so I posted it up
to the top this is this isn't ultimately all of them that have come out but it
does incorporate a vast majority of them right there are a couple outliers
etc so first off you got rune stone the way rune stone works is it's just a
dry I owe you in that sense if you know you'd have the market cap now that we
have an idea of right but as soon as we figure out how many tokens are actually
inside then people are going to grab the price of the pack divided by the
tokens inside and then they'll actually be able to figure out the fdv right and
so that's one of those things that it's either gonna shoot up like
parabolically once people realize right or it'll be you know shoot down
parabolically because they'll realize it has kind of been oversold based on the
amount of tokens inside right so that's just kind of what you're playing there
it is a one-for-one claim so you in a sense right have to have a rune stone
in order to get the runes right when they come out so that's that next you got
arsic arsic is literally a miner right so it's as if you're mining Bitcoin swag
let me borrow his miner right that's as if you buy a miner or an arsic from
magic Eden I use the miner as much as I'd like and then I go and I sell my
miner on magic Eden to trill the token still remained with me that I mined and
the miner just gets kind of tossed left and right every which way center right
however you want to do it so they're not paired to what you're mining now
there is a little bit ultimately more game theory in each one of these right
and you're just gonna have to dyor on which one you want to kind of fully
dive into because and then with our six you go into the fact that you're
technically only mining a percentage of the actual allocation due to their
tokenomics right there's still a vast majority which will actually just be
raffled out to people who hold the miners so in a sense just like Bitcoin
mining or you let's say you're mining a new shit coin when it becomes too
difficult right your miner is irrelevant so instead of it becoming
irrelevant quote-unquote right oh we got all the way to the having there's no
need for a miner anymore instead of that being the case you now have a chance to
keep it or you want to keep it to be entered into the bigger allocation of
the actual rune stones and the tokens because each miner is a quote-unquote
raffle entry or an entry into that bigger chunk so that's that up to next
you got the pups one pups they got two different colors right one is the base
level allocation and then you have the crown pups right and then there's
actually let me see if I have a chart that has the full breakdown of how
those work it is just once again it's it's similar to the BRC 20 right some
are going to be able to be claimed there's a set specific portion in the
tokenomics that the BRC 20 pups will be able to claim over and then there's also
the rune which was distributed to asset holders right people who hold puppets
people who hold held opium's and though that's the kind of the tier
difference in the rarity so there's those I don't know what the little fucking
swirlies are the runes as fuck I don't know man that one's interesting I think
that might have some type of connection to rock in a sense you had brissy
yesterday by token zero of runes as fuck for like I think one Bitcoin one plus
Bitcoin they're they're relatively small count so to speak as well posted up
here so you guys can see yeah brissy body yesterday for one I guess you have
one point zero zero two Bitcoin a little bit north of 70 grand but only 3k
followers no real buzz on the timeline right or anything in that sense so might
not be rock Toshi might be one of his homies who knows but definitely has
support from you know some of those kind of people those inner circles no
real news from that next you got the runex boxes this is from Dante and runex
Dante in a sense was the first mover in this whole pre-mining kind of thing but
he just didn't give an asset right he had this whole database escrow system
all in a sense pre-mining runes internally through the discord and
didn't have like an IOU a physical IOU and then he got obviously front-ran in
actual realization aspect from our six and then you know he then dropped the box
etc etc the box is slated to have three more airdrops to come with it you don't
do anything besides hold the box and you'll get airdrops in according to you
know time of holding one issue that the box had is that he did some kind of
weird distribution method to where it wasn't a hundred percent correlated to
your contribution to the actual protocol right which upset a lot of people so
there's a lot of people that you know deposited BTC or farming escrowing you
know being agents to kind of help this out and didn't receive boxes and then you
got people who never set up an account or just never deposited money or whatever
created an account never used it received multiple and so that left a
really kind of bad it's you know disgruntled community aspect because then
it hit secondary the people that didn't know what it was Florida the people that
wanted it weren't chosen so they felt fucked off and so you're just kind of in
that dilemma so that was interesting rune guardians interesting aspect on
that one every time you go on magic Eden each one of the guardians
themselves has a preset allocation and it's already defined so similar to the
rune stone to where it's not a minor it's just a pre-established amount with
the rune guardians you'll scroll down kind of like that metadata area and
actually open the content link so you'll click on the content link and pop it up
once you do you're able to click through the rune guardian and actually
see the amount that it has right there's a specific denominator and number
you can go through kind of sift through it all there's no real way to see it in
the metadata there are factors in the metadata which help in terms of let's
just say multipliers and you know after the the halvening boosts etc but in
reality they all are predetermined allocations you have to click through
the content and see each one there's different levels as well right I think
there's the guardians the sentinels there's one higher tier each one with
just different gamification versions and so like I said dyor each one of these
has the base of an iou as kind of the concept and then they've kind of
gamified it in individual ways right then you have the runic miners and then the
actual like the little Pokemon games and then those it's kind of like once
again just more gamified with the mining as a secondary in the background concept
so the game one it's like hey if you got 50% mana and you go buy another little
character that has 50% mana and you combine them you know I'm saying it
becomes one so it just goes back and forth on that that nature we also had
the what tiny Vikings that we got airdrop this weekend those originally we
thought were just runic miners and then metadata had updated right over the
weekend and people were sniping traits because you could actually see that
they're gonna become tiny Vikings so if you go on your tiny Viking go look at
your it's an actual room but it has gold skin zombie traits right so people
were in a sense kind of flooring some rares yesterday so I ended up
swapping out like two of my classics picked up two golds and a zombie skin
and just looking at that end right so the underlying runes aspect I think it's
really gonna depend on the team right and and the ability to execute I've been
preaching this strategy to you guys for fucking three months now and I'm gonna
double down on it and in the day that we go live with the happening we're
just gonna compare the lists so once again I'm trying to play the market I
have basic exposure to all the pre-mind I'll use like one or two of each one but
I'm not really trying to wail up as I think you're gonna have this conundrum
or the situation pop up when what if room number 10 right ideally Casey
deploys 0 through 9 what if room number 10 is in any of these that we
know now what so now you're gonna sit here and you're gonna say are we gonna
deny the fact that this guy's number 10 and he's technically the biggest brain
here and was able to execute above everyone else or is mindshare going to be
what we're gonna go and die on that hill for right so I don't think that they'll
disbalance themselves but there's also these anomalies and these situations that
can occur in this aspect of free market so for one you have to have the team
be able to execute right because let's just say you got our sick everyone's
bullish on our sick but they don't manage to launch their token or
deploy until a week and a half later I mean what then right mindshare is obviously
gonna dwindle people are going to see things coming up live-action that are
gaining provenance as being first second third having X amount of volume
and they're gonna be sidelined because they're waiting on IOUs so something to
consider I just wouldn't ape too hard in any direction and then another thing
as well this is gonna be like early ordinance right to where if you do not
have a note and we're all running or client you are not going to participate
initially you're going to be watching people say hey look this just launched or
hey look I just got a bunch of this and until right about a month maybe well we
got claims right Saturn says that they're gonna be available day one you got
another couple marketplaces that say they're gonna be available day one but
hypothetically speaking I would say at least a week for you as a retail
participant non node runner base level tech to kind of get involved other than
the IOUs right that's what the IOUs are good for is hey I'm not gonna run a
node I'm not gonna want to participate in live market I want to have an
allocation and kind of trust the team so I would place my eggs and good IOU
teams to execute accordingly so that's kind of my strategy right like I said I
got about two of each one of these IOUs I have my node ready and I have
exposure to the teams that were once again this is a strategy that I've
shared whoever's names were etched in the testnet the day it went live those
top ten those top ten teams have a higher chance of execute of executing
and launching a rune day of launch than any other team right because of the fact
that the day Casey turned the switch on they were able to figure out exactly
what they had to do and write their name in the book within the first hour so
that's kind of the underlying alpha is doubling down on those teams I wouldn't
be surprised that's why inscribed Pepe's been running fucking like a
monster it's up 2x right in the last week week and a half and that team is
goaded has been underlying kind of ghosts advising doing dev work in the
background for the last year year and a half right same thing with booze all
these older kind of OG devs I mean they're OG devs for a reason they knew
how to run or client and launch their collections so I would double down have
some exposure to them and just not kind of be caught up with what the with the
timelines talking about good PD Hey GM GM how's it going fellas
what up bro yeah so hey you know I heard you just a minute ago and I've been
waiting for this you know the tiny vikings on magic Eden I've been waiting
for that drop I was in a I've been I've been following around alpha saying
shout out to him he's down there in the audience I see right now but dude
that guy right there is the most based mf or I've heard and I've run across
lately in the spaces he's a little bit rough around the edges and he just tells
it like it is but I tell you what man I fuck with this guy he he really does he
really does he's just a good founder and he's just he I just I just like his
vibes I was I've only been in the ordinal space for maybe four weeks I'm
brand-new guys so I'm like a new but I'll tell you what though man I was
not fortunate enough to get tiny Vikings airdrops me but I just purchased two on
the space because I didn't know they came out and so thank you very much for
telling me I got two of them in the mempool spinning right now on magic
Eden and I'm just hyped about having no dude congrats and then on top of that
too it's like this is what I was saying if I was to bet on teams and
founders I mean else was a safe bet right I mean not only have I met him in
person kind of looked him in the eye seeing the genuine aspect on that right
but it's one of those do they have presence in this space are they quote
unquote connected with certain people's circles ideas that can execute what
their visions are and not only that but have the support and so especially if
we're doing I'll use right I mean someone on the street handed me a shit
ton of I'll use means absolutely nothing if that dude has no credibility like what
difference does it make if I pull up with a bunch of I'll use from some bozo but
if I got I'll use of someone who I know has money in the bank who I know can
potentially make something of it we're in a better position than me showing up
and I'm like yeah I don't know man Jimmy John down the street gave me a bunch of
rooms where do I recover this and they're like who's Jimmy John you're
like well shit I don't know either it just he had good marketing and you're
like well fine hey not not to mention not to mention too but these tiny vikings
that they're freaking funny dude like whoever designed these things I have no
idea I haven't had a chance to really talk to anybody about this you know besides
just like running across the alpha like you know just like guess stumbling on
its discord stumbling on as a little animations but dude on the discord on
their little on their eye on the PFP they got a little animated little
animated tiny viking that's so funny dude he's gotta go jetpack and he's
freaking launch it out but yeah I just fucked with this project and now yes sir
so I mean that's just kind of on my perspective we put everyone here on the
TDA for those and once again it's it's kind of cool that they're doubling not
only as just miners but as actual assets quote-unquote like characters right they
have traits they have everything like that so it actually allows new
participants to quote-unquote get an ordinal that's not just a utility not
just a minor not the it's gonna be a quote-unquote one sat with some with some
art on it by itself later on right because after the happening you're not
gonna mind anymore what's it gonna what's what's the use but these are PFPs
these are characters they can be multifaceted for at artifact aspects so
but yeah that's how I'm playing the room thing man I'm just kind of really
waiting for the market on that I was gonna bring up the tiny Vikings and
like the metadata and it but something else that I noticed now staring at them
for the past two three days obviously you know the rocks and they have colors
on them I think there's some colors that might might be some rarity but I
think things are also dynamic and if you know you know FMO is full moon I've
noticed the colors change when it's nighttime too I don't know what that has
to do with anything but these are definitely dynamic because my green one
during the day is green but at night it's at like it's a bright orange I don't know
if that has anything to do with the rarity or whatever but just know these
seem to be dynamic and they seem to be dynamic based toward time and at
nighttime which makes sense if this is full moon ordinal there's probably
something to do with like the moon being up right so stuff there's
something going on there so yeah but don't I mean on that note I fucked up
because I was trying to snipe quick when when they first launched and I
sniped one of the one that was glowing and shit it turned out to be just like a
floor boy you know so I ended up you know refloring him and scooping a like a
zombie skin so just cuz the actual rock doesn't look or looks cool you know
click through like the metadata is there you can actually just classify it
exactly with what you want whatever traits and catch someone slipping so
kind of what I've been doing on those what would be your since you went
through all what is your top three are so skin wise alien is the rarest it's I
think it has like it up right now I think 1500 and then gold has like 2,000
and then zombies are like 2,700 so I've been been basically sniping skins aliens
ran really really quick which I was really surprised on that end but I mean
as soon as they went live literally people just started sniping so aliens are
at point zero zero six nine basically point zero zero seven
golds are at point zero zero four and then zombies are at point zero zero three
five and then aliens there's thirteen hundred and thirty golds there's two
thousand and forty and then zombies there's twenty seven hundred so for a
collection of 20k you know that's like two percent I mean I'm not tripping
trying to go for that you know for the rares on that aspect and they're
relatively cheap so yeah we basically set everybody up on these I don't know
like GG's if you guys figured out that mo and transferring the ten separate
wallets with 10k clips yeah that was just an extra because you could have
accessed it for having other assets as well in your wallet that got you know
targeted airdrops other communities were included in that so fmo just added to
another way or another Viking to for you yeah that makes it that may I mean
that's a great point that a lot of us are gonna be sitting here and if you
don't have a note you're not be able to snipe some of these coins in the first
day but I think if you get exposure to some blue chip projects like Bitcoin
puppets OMBs node monkeys famojis just a lot of collections I feel like we're
gonna get similar like meme coin allocations similar what we've been
seeing through a lot of these airdrops like I would imagine you know these
people that are mining that don't have a lot of tractor are gonna drop some of
these coins into these NFT communities pockets into their wallets so I think
that's another great way to get exposure is holding some some relatively notable
ordinals projects I would imagine they get airdrop tokens too you know dude the
one that's been going crazy has been z bit though right and then I'm in talks
with BTC machines about just getting a little bit more information and then
maybe even having them come and share on the show we'll figure something out to
share right but they have their new I guess conversion similar to how everyone
else is doing to go from their token BRC 20 to rune z bit and z bit like spiked
hit all-time highs I think it was trending roughly around like 15 cents in
the last three to four this weekend hit about eighty eighty nine or something or
even maybe broke a dollar I have to check but just been going crazy the
campaign started Monday for it so I'll see if I can get some information on that
and yeah for sure appreciate you doing that I'll pin up today's mints
obviously going on I will get that out of the way I'll pin up everything that
I'm looking at here we go so if you guys want to follow along
Swizzy has an app that I get all this information it's mint whiz dot app and it
basically outlines everything that's going on you could click on it and
flip it over and it'll have basically like a little detailed explanation with
all like the links that are attached to the threads and stuff so today we have
Jared armor armajoe and counterfeit cards misfits we have cypher chick and
Davina our divina we have little bit little bits ordinals we have kachiro
tomoto iconic ghost pits pitter plasma highlight and Catherine Escobar ABC of
love OSF and the professional DJ in five and we have rune rocks I pinned up kind
of information if you're interested in any of these obviously she picked pinned
up we have OSF in his PD five mint open for whitelist think they're already
around point 0.0 6 5 or so we also have this one from Akai Benjers which isn't
on the list they have some kind of claim or whatever today I don't know much
about it but I have it up there for you if you guys are interested real NFT
Bibles is also something that's going on it's on polygon not on the mint list
but something that I also pinned up if you guys want to go check that out
rune rocks that's today they said all your whitelists are role-based not DTC
none of our claps are DTC for your wallet to be eligible for the mint
there is only one way have a role in our discord og GDC our first come first
serve register via the alphabet corresponding to your role only wallets
that have collected from alphabet will be added to the contract so he has all
the alphabets there if you guys are missing that go do that little bits mint
details it's 13 K to 66 K inscriptions that seems pretty you know that's the
largest ordinal collection 700 K Wow I didn't know this mint supply is so the
collection is 250 or 2500 the mint supply is gonna be 1600 the mints today
it's on magic Eden phase one whitelist is point zero zero four five there's 200
spots phase two whitelist is first come first serve is point zero zero nine
five phase three is point zero zero nine five of any left collapse please
DM me if you're interested in scurrying first come first serve spot so
this is pretty interesting it's a 13 to 66 K inscription so under 100 K mint
price is reasonable enough maybe you know this gets some volume because it's
an early inscription and then cypher chick is minting on Solana you have gold
whitelist at 230 UTC silver whitelist at 330 and then public at 430 golden
whitelist is full silver white light alice grade starting now drop your soul
ass at the bottom to get allocation so this one is also minting on magic
Eden 4.25 there's about 2,000 pieces so that's what's good I just click
through this Bible one yeah don't go don't buy no Bibles on polygon you know
there's an app on your phone it's called the Bible app is free you don't have to
give these grifters money in the name of Jesus or anything like that you know
you're definitely getting zapped if you out there giving your polygon of
these dudes yeah I just was in some discords and looking at like today's
mints and those are the two that weren't on the mint list so I figured
you know we cover everything on the blockchain a little bit you know any
information on this counter counterfeit party or whatever this one is which one
is the top one it is Jared arm a geo it's the counterfeit cards misfits is
anybody know anything and that's the only one I couldn't find any information
Stephen you know this person I was like Stephen probably does yeah yeah that guy
knows a lot about art yeah Jeremy has a great photographer does a lot of really
unique work with not necessarily with but in and around like the way that he
edits in post because he has synesthesia so we're like basically you can hear
color and sometimes like the people have synesthesia in different ways that's
the point but he has a really unique approach to art because of that and
counterfeits just been rock solid with the talent they've been featuring so I
wouldn't sleep on it it's always that are really approachable price point to
that one's in the report as well so I wouldn't hesitate away from that one I
think it's a really great drop but just be aware that it is a print or an
addition it's not gonna be like a one-of-one of X series so just to keep in
mind I appreciate you bringing that up and giving us some information I'm just
blind out here on the art side but yeah I mean this weekend has been like the
resurfacing of what IDOs if you if you get in this space you know in 2020 you
missed the whole idea phase what really burned everybody you know basically you
have these pre-stales everybody gets their tokens and they dump them and
there's no buyers on secondary so if you are if you're seeing this and you're and
you're thinking about putting a sole address on your computer that's fake
bro is it fake this one about the SEC okay I saw this morning it was just
funny that the same fucking sproto gremlin that did the fake acquisition
text like I'm trying to remember what project you remember a while back like
some some gremlin oh the moonbirds being front ran and all that shit with Yuga
you know that did like screenshots it's the same guy it's the same sproto
gremlin guy just being a fucking troll okay because it just had a press
release I didn't go to the SEC website but it's saying like investigating the
presale mania I was like bro like damn SEC is already on top of this this is
weird because they're always like two or three months late on this shit so
they're really truly low back and I was like dude gotta be careful but
obviously that's fake so I'll just delete it I thought it was but still be
careful still be careful because this the loop has gone a lot like smaller I
don't know if anyone saw that I mean you see that the the fun little what is it
roller coaster mean of how it works right the first one's a success it goes
all the way to the top and then it just keeps going down and it's kind of
more or less what we got opposed to boldly anitis is and you know you got
with banger killing it and then you got book a meme come in there banger killing
it and then you got slur at that every time the loops just get smaller and
smaller until you just eventually stop moving and the music stops so just be
careful with the presales guys I know that there's a couple hyped ones today
on that note I'll actually do a little bit of updating a lot of you guys lost
sleep and fucking sat around like some deejans you know put things in your nose
you shouldn't other places in your body you shouldn't trying to stay awake but
small coin or how is it small coin basically is having radiums having
issues establishing LPs dick deca dent dente decca dente said that he's having
issues due to Sylvanas congestion with the air drops and so for now they are on
hold still paused and waiting for what's to come so that's that one I know
smol is one of the biggest ones that most people were interested in and
then next we have the trippy labs shrooms drop which is another big one
that people were sitting on the sidelines for and that this morning was
confirmed by seed phrase that it will be dropping at 430 EST let me see if I can
find it really quick and just post it up to the top but yeah so if you guys are
waiting for that just make sure that you know you're sniping the right
contract so you're protecting yourself right this is a dangerous game but
there's money to be made so as long as you're equipped and you got the tools
I mean get in get out and make your bag you know so just be careful though
because this pre-sale meta is dying off I just know that the trippy labs one
seems to have a lot of tier one support from shit everyone right a lot of major
influencers KOLs came out and just are quote-unquote pumping this and so could
be a banger potentially exactly like bone right just that speed rush to 800
mil but also it is a smaller pre-sale amount so it's gonna move a little bit
differently in terms of liquidity and a lot of people are sitting on the
sideline for the last 24 hours with snipers ready for this specific drop
right it's just been these two coins that have been teasing back and forth so
something to keep in mind if you're you're fucking around and waiting for
either the smold or the shrooms drop today I heard the shrooms founder on a
space I got this third guy's face saying man it's really hard to get this
coin to 100 million if it gets there I'm taking up I'm taking profit and I'm
like bro like that's the last thing you need to be saying man compared to these
things like fucking slurf went to like 750 million in like a minute like a
hundred million is like not that big of a deal you need to be taking profit at a
billion my guy yeah and I mean on top of that like shrooms used to be hard I
mean shrooms used to be hard one you know a hundred mill used to be tough
like that was before hand you're be like yo what's up you know we need to
get to 30 and then from 30 you're like we just need to get to 50 now we're sitting
here and we're at 250 mil off the rip and you're like fuck how much further can
we actually run you know so I think it plays into the psychology as well that a
lot of people are still stuck in I would say quote-unquote bear mode
mentality but and then again you you still don't know if we're confirmed in
that bull mode right and so people are taking profits early people are
being a little bit only risk on in certain situations but hey man there is
money to be made people are making life-changing money with Bomi and with
all these pre-sales it's not about telling you not to do it it's just about
make sure you're you're prepared you either running photon bong bot unibot
whatever the fuck right mev protectors make sure your priority fees are set a
little bit higher so you can execute and actually take advantage of the
shit just gotta have convict like not a lot of you have conviction to hold this
stuff like it's gonna go I'm gonna just go briefly over this story like this is
not for the faint-hearted for real I was down yeah I was way overextended and
I sat one night with the boys you know staying up being the degenerate I
watched something go from fucking 300 mil down to 75 K I couldn't go to the
bathroom couldn't load a dab couldn't fucking play no games can pet Vader you
just sit here and you're fucking just heart beating fast as hell staring at
one and three minute candles trying to TA a shit coin you know telling your
homies to sweep the floor acting like something changes and nothing does so
that's just not for the faint-hearted JPEGs are a lot more fun they don't go
from you know 800 mil to 75 K market cap and you're like no it's gonna go back up
and then you see it go back up and then you're really in disbelief like I'm not
cut for this shit so I mean Nick was one of the more viral things I've seen on
Twitter and it lasted less than a week boom went did crazy numbers broke fucking
metrics and now no one's talking about again I think I don't know what it's
like 400 million which is still impressive but it's not at 1.5 billion
anymore or 2 billion and that lasted four days so like you know you gotta be
like I said bro like it's a different ball game and it's I guess the people
that sit there and just eat the bread and and don't give a fuck they end up
kind of winning but it's like I don't I don't believe that either because you
got to know when to come back to the computer so you can actually take
advantage of you being up and winning so yeah this shit was not fun you couldn't
smoke weed and buy jpegs you're fucking staring at charts can't even like you're
scared if you will do something charts gonna nuke and yes not for me bro they
don't have a life they don't have a life and they fucking don't know they
peeing bottles bro I mean like let's just be real I'm not trying to judge you but
you know all y'all are where y'all are peeing in bottles doing weird shit got
snacks all around you room looks nasty all because you're trying to sit and
stare at a one-minute candle and make your money I'm not judging like get your
soups but zero edge in this market like slurp never heard of it and you guys
were all in it fucking boom never heard of it you guys were all in it I just
just like coming to the conception like no one gives me any alpha I have no
edge here so why am I gonna participate in something you guys all are like
pumping at the very end and pumping your bag just makes me think I'm gonna lose a
lot of money don't get me wrong this weekend I probably you know through you
know probably a total of three stolen for like three different projects just see
what happens just to participate but like it's not it's not a great feeling
and I don't have an edge so I don't think I'm gonna participate in any more
of this shit but I think trippy labs is probably one that will probably do
pretty good but other than that I just like take profits when you can like
yeah they'll probably be one you take profits and it continues to go up but
this is all a mental game for you guys are you gonna be moon boys and think
it's gonna be the next bomb are you guys just gonna see you know your
allocation that you sent to soul now it's for soul like 99% of time you're
gonna lose money so why not just take the profit while you can it definitely it
seems like this that is sort of winding down I could be wrong maybe we're
just getting started maybe ICOs are back and we're just this is the first stage
but like take profits when you can and like I said this is all gonna be a
psychological game on your behalf you're gonna feel like shit because you're
gonna buy it you're gonna sell and it's gonna go up extra and you just have
to deal with it but rather rather be a profit than be then capitulating and
seeing like a million dollars in your wallet and then you hold think it's
gonna hire and then now you have 50k like I rather just take profit while I
can because 99% of these coins are gonna go to zero with haste maybe 1% of them
are actually gonna do like a bomb or like a flirt right so yeah I've been up to
the top the chart of how much soul has actually been extracted within the last
I'd say this has been going on for what like a week week and a half max right
let's just put it at two weeks 14 days we are at a total of 27 pre-sales so
far a time of writing which was yesterday so maybe you know we can hit
30 today a hundred and twenty two million and a half dollars have been donated to
random fucking anons and you know larp's on the internet which is I guess cool
ten million of those dollars were just sent to oblivion for fun which is I guess
cool as well unless it was your money a whopping six hundred fifty five hundred
thousand soul so we can keep this up you know but it'll be a lot cooler if soul
was deflationary or something to where this made sense right I mean we're
ideally just lining pockets and I'm not sitting here telling you what to do
with your money but hey just identify how this is gonna have that reverberating
effect on the market as a whole right you have people now not even reading at
all right I saw a symbol and regardless of what you think about civil whether
you think she makes people money or not grifter XYZ she said a is my birthday
send me some money so I can buy a Lambo and she got like 50 bands right because
people saw contract address they're like oh I'm gonna fucking ape some money so
you deserve to get got if that's what you're doing I mean she refunded
everyone and just called everyone dumb same thing quit right quit gave you that
soulbound token and it gave you a big-ass dunes cap that's stuck in your
wallet forever just identify you as a is a pre-seller clown and if you ever talk
shit about the beneath people you can't anymore you're just like that I was so
close of just saying hey I'm trying to get off this FedEx truck if you guys
send me soul that out produces my my yearly salary I'll quit FedEx and I'll
double down on TDA and give you value that way like I was seriously gonna do
it and see if anybody would sin I highly doubt you anybody motherfuckers
would send me any soul all you guys care about is triple in your sec you
don't care about me I'll send you one or two a lot more than that motherfuckers
but like me saying I will give you me going full-time I'll give you value
through TDA isn't enough for you guys to send me soul you guys need that
instant gratification need that coin in your wallet in 24 hours you can't you
can't I can't sit here and build TDA out full-time and give you value two or
three months ago two or three months from now you would not send me any soul
if I had a token you guys would go all over and then you would guys would
shit on me because I couldn't go your price bro so if you can't make the
token go 100x ain't no one sending you jack shit no matter what you got
and then you guys would never come back to the TDA so I was just like yeah I'm
not doing it so fuck it so I was thinking about it care about anything else
we need the 10x it's not about none of that if you can't 10x then no one
cares it's that good Josh
hey good morning everyone and yeah I think the seashell meta it didn't kind
of stale you guys gotta be careful I mean I sent a bunch of free sales out
because you don't even pop it and I gotta say not all of them are in profit
you know a lot of my free sale allocation is from different projects are
down so and of course I didn't throw that much at the local soul or
something but uh you know be careful pay for profits I will say so this is
this is real so on a snap oh if I can get this number I'll sell right and that's
like the worst cap ever right because if you see like did profits and you'll
made them for a number you know you might not hit that number and then you
you know you lose out on profits that you could have taken if you weren't
leaving so always take profits take a little bit out each time and if it's
life-changing money if it's enough money where it's like oh shit I didn't
change my whole life but just keep it just take the profit doesn't even matter
if it goes up like 10x you know if that if that money is really gonna put you
in a better situation I can take that shit and fucking you know go investing
yourself to do whatever you have to do you guys are all swimming in money and
this is the quickest way to lose all your money like now you guys are poor
again I'm saying like preserve your preserve your wealth yeah there might be
one or two of these that might fucking double your money but like there are so
many this is a long bull market guys like you don't want to waste your whole
stack fucking in pre-sales and then not have any money to deploy like in the
next two or three months so like machine this is literal version of a slot
machine if you hit slot machine not paying you next like you're not gonna get
paid out again that's why professional players sit there watch for people to get
up and then they go sit at that table and they go hit at the one that you know
people have been cooking on friend got to lose a lot so that's the biggest way of
oh I just hit you know jackpot and then shoving your fucking jackpot back
into the machine and smashing the button and hoping that it's gonna hit
again and there goes the jackpot this is a perfect yeah this is a perfect
example when everybody's looking one direction you guys go look in the other
direction this wouldn't be a bad time to start a being you know the meme coins that
actually do have Rosemolean and do have communities because everybody's trying
is you know liquidating their funds that chase this pre-sale this is a great
opportunity to start buying coins and stuff that no one is talking about right
now that people were concentrating a hundred percent of their focus just two
weeks ago so when everybody's focusing on one thing like try to focus on
another sector and then try to accumulate those projects like dog with
you fucking neck on Cardano like there is so much shit that is dipped 30-40
percent that was the hottest shit just last week I would imagine those
communities come back and you know provide even more excess so just I
would rather just deploy and stuff that I have conviction and that's
fundamentals in the community then then betting on the next hot thing right so
that's the quickest way to lose your stack good good Jeff yeah we'll put
so that's another topic to talk about too this like you know I need profit and
I had some money to fuck around and find out with but I also put a lot of money
into rooms and room stones and our shift and you know I had some spot DTC but
also like buying new coins on the east right new coins on the east right now
are dying because all the liquidity is getting the expected and going into these
resales so I didn't stop you know like mom and all that stuff mom and pet they
just you know hold on I'm not looking at it I don't care about the volatility you
know I'm more long-term and I'm looking at NFTs too because there's so many
opportunities and there's so many things in this market that are down bad just
because you know that's not what's talking right now and you know if you
guys were here for 2021 you guys remember the follow-up of an NFTs and you
know I think that stuff like that's gonna come back I mean it's not a hundred
percent sure so I'm not you know all in to something but I'm diversifying into
different things that people aren't really paying attention to and that's
what you guys should be doing too it doesn't make him profit and it's just
rolling rolling it into things that you think are gonna need something one day
sir that's what you got to do go ahead Bongo yeah real quick all the DMs I'm
getting no disrespect I love you guys I don't want to tip you know I'll give you
the shaft keep your tip go ahead Bongo yo we had a pre-sale meta not that long
ago if you think about it and we all know what to me it's like the mean coin
season ends with the pre-sale meta people send money they lose a bunch of money
and then attention move away from me income mean coins for a while and move to
something else and I think NFTs are bottom out now and they're gonna have
their time right after this stupid season is over which is probably now that
BTC is crashing so I think attention is gonna move to gay pets and mean coins
are just gonna try safe sideways or go down for a while really quick update the
little pups have sold out all 10,000 reach whitelist stage 3 and instantly sold
out so if you managed to get one of those caked up little little pups GG's
indexing should probably be coming out pretty soon one of the things that I
thought was interesting on that and just briefly talk about it shoutouts
magic Eden for featuring them on the home page with a link to a different
platform and incubator which I thought was for one top tier and completely
different right kind of showcasing and being willing to showcase right a project
that's not using them as a launch pad and have the link to the launch pad as a
safety net right so people aren't googling or on Twitter going to the
wrong spot they could still go to their favorite marketplace and it still said
hey head over to Luminex with the direct link so you knew you weren't
getting run so shout out to them and I thought that that was super interesting
and definitely a progressive step forward in this whole inclusion aspect
even willing to you know highlight other incubators other platforms and other
marketplaces 100% and any of you guys have beanies notifications on I mean the
motherfuckers on a heater the gut the pre-nut market submission yesterday of the
3,000 spots I threw it into the disc or could have notifications on are into the
group chat people are asking me is it safe this is man I've just had fucking
FOMO get in I got my email confirmed but there was news after it went went
live but we received a huge response way bigger than we expected we had 2.5
million requests in the first 30 minutes 63,000 signups in response to
the convenience we are going to send out the airdrop to everyone who signed up so
if you signed up in the first 30 minutes I signed up within the five minutes and
got eligible got an email confirmed it looks like you're getting an airdrop to
this shit so GG's to you it looks like they're gonna be doing a safe
marketplace plus a salata marketplace so that's gonna be interesting it's
just not a safe marketplace it looks like they're also gonna have NFTs on
there and I don't know if that's the end I mean if they were smart they would
probably do ordinals too so you know keep beanies notifications on it looks
like pre-nuts just about the launch and if you signed up last night you're gonna
get airdrop nut token so that's gonna be pretty dope so just wanted to throw
it out there beanie is basically on a heater and the say blockchain I did a
test this weekend it is not faster in Solana so this Solana killer fucking
shit is bullshit it took me about three seconds to confirm a transaction with say
and there's no one using say and it took three seconds like everybody's using
Solana I took a transaction it took like less than a second so it does have
parallelization which is different than Solana I guess not different one
different than aetherium but say is not a faster blockchain than Solana
well it's not I did the experiment I was gonna say I mean I don't know you
guys everybody's sitting here boasting about Solana being cool and whatnot
it's been shit in the bed man I don't know if that was it was cool because there
weren't a lot of people out there playing around if it wasn't being as
used as heavily as it is now but you have fucking just priority fee is now I
think ten times what it used to be they've already confirmed that up in the
priority fee makes no difference like it does on ETH like it doesn't bump the
nonce kind of and re send it at a higher fee so I don't know if this is
dude it was literally unusable like basically point like priority to like one
soul yeah I was just so surprised that people were like I mean to me like I said
I'm this has kind of been my first experience heavily using it or just even
getting exposure on it so I was like at first it was great and then all everyone
came over and I'm like yo this is not like working and I was just confused so I
think obviously that that that stress test that we always talk about right most
of the time it's like oh you put ordinals on there you get that inflow of
people but with DeFi boom in the way Solana it is on Solana right surpassing
Bitcoin surpassing ETH and volume it's really being stress tested and so yeah
if you want to fuck around you're having to play and those who are really Solana
native and savvy are the ones that are winning but even then the tech
constrains you just due to the way the tech works right so jumping the priority
works to a certain extent but only for submission not for you know speeding it
up so it's just a bunch of intricacies is is mindless stuff for you he's
connecting for me he's a listener let me send you invite to speak maybe they'll
fix it all right he's back I didn't know if he was it was fucking up for me
but go ahead Steven and then we'll get into some more shit I have another
opportunity here for like some XP and some points and shit so I'll get into
that after Steven's been talking good even so first and foremost appreciate the
audience for actually coming through and getting us to 69 repost I always said
that is my benchmark before I give any art alpha out unless it's time sensitive
so appreciate y'all this week's alpha is just gonna be very very simple it's a
great week to be stacking up allow list spots there's a lot of really great
collections coming up even later on this week Thursday you've got owes by
Nathan Kornes great generative art project that's launching on gamma but
outside that you have the counterfeit mint that's today but as I had mentioned
again it's all about stacking up the allow list right now for bigger art
mints that are upcoming and if you were interested in that sort of thing or if
you just like I don't know shot at free money in the all eyes on art report
this week for the very first time we have an exclusive opportunity for a
airdrop for an upcoming project on ordinals so if you're interested in
being eligible for that I highly recommend that you actually read
through this week's report and look closely and I sent this in at the TDA
chat last night the smooth brain mid curvers will miss it because they
don't have reading comprehension skills I believe in you all 200 plus of you
that you actually have the ability within you to read this report and find
the airdrop opportunity so please do give that a look otherwise on color
commentary tonight I don't again I don't know what the hell's happening guys
it's like all of a sudden the show's legit because I've got 80 plus allow
list spots to give away tonight which is wild so if you want to come by we've
got opportunities for owes we've got opportunities for sense which is next
week ordinal Sigma X and blob and the palms actually palms part two we've got
some allow list spots for that too so drop by tonight go through the all eyes
on art post and find that airdrop giveaway yeah man it's it's a good good
week to be stacking up opportunities that's for damn sure oh yeah baby
smooth brains don't read you got to read there's opportunity in that thread along
along the learning a bunch of shit you get opportunity to possibly get
something pretty valuable so I would look real hard our ass chat should be to read
for you I don't know fucking tell you but uh just kind of some stuff air job
wise right there we haven't been we've been gone for two two days and there's
a bunch of airdrop information it's coming out bird eye one day ago posted
this present and it says please check back in I don't know if it's one hour
or this and that looks like this there could be an air job for the bird eye
you know deck screener whatever it's called that tracks all these salon of
shitters what I would do is just use the swap feature on bird eye you know buy
some coins using bird eye and I think that'll put your transaction history on
the chain for you and you know when they do drop they'll probably drop it to you
based off that thought that was interesting so that that's that and
then I have a bunch like we have airdrops this week I'll keep you guys
updated yesterday with ether phi today we have poly Hedera tomorrow we have
hydro phi and then on the 20th we have wormhole so it's gonna be a big week
forward of that next not coin which was that coin basically on the telegram
blockchain that you tap tap tap tap tap tap and you win and you win basically
are you tapping then that would give your allocation to that token when it
came out well there are these things now they have these entities that are on
their marketplace they're called note note coin pre-market vouchers so these
vouchers represent a large amount in your game note coin currency a minimum 10
million so exchange for not which is their token after the token generation
that you can exchange these vouchers for new not coin currency removing zeros
for convenience number of not coin in your voucher may be displayed with fewer
zeros than converting to not this just makes numbers easier to read and doesn't
change the actual value I think the website is are there marketplace to get
these vouchers let's see if I if I put it down yeah here it is I'll pin it up
right here so these these vouchers give you like ten thousand not coin tokens in
each voucher to get ten thousand not coins through the tapping would probably
take you a month so you can buy these right now on their websites called get
gyms so all you need is some ton in your wallet sign up with telegram are
signing with your telegram wallet and then you purchase these vouchers and you
get allocation to this this token so it's the easy way if you didn't do the
tap tap tap to get you know these tokens in your wallet so pretty simple I put
everything up there for you and then the one that I did last night is this thing
called deflow and deflow is going to be the biggest Solana air job I have a
throat up here officially confirmed the cost is free which isn't true takes 15
minutes potential 5,000 K or five thousand dollars so here's a step-by-step
guide of what you need to do before we start you need to like and
tweet this the post obviously deflow is a defense layer around the decks liquidity
deflow is a protocol that allows for the establishment of decentralized markets for
order flow has invested deflow has rate 7.5 million investments from coinbase
ventures Spartan Group and multi coin capital the deflow team has recently
announced the launch of their early access program in other words all
participants will receive rewards through the deflow XP campaign so you download
the phantom extension you create account so you go to deflow.net click on
join early access enter your email address verify account via email
invitation code which you'll probably got to get a new one go to the rewards tab
choose the code and then click redeem invite code you'll need and more codes
in the comments deposit open your account open a copy the wallet address
open your phantom wallet click on send button copy and paste the direct
address from deflow and enter an amount minimum of five dollars and confirm
transaction first points go to the reward tab after the deposit you will
receive your first points click on the claim XP reports button and the
referral copy your referral code and share with friends get higher on the
leaderboard and then go to your discord other discord on deflow and
verify your account don't forget to share your referral code and bonus
recommendations to get 20 contracts for a minimum five dollars on any EVM
chain if possible they will use stark zk stars dot IO you connect your wallet to
their website and select the chain zk sync lineo scrolling base and select
entities and click mint there's a video guide there so I deposited $200 into this
I got 370 XP points you can't really do anything it's not available but that's
just another thing you know they have coinbase ventures behind a multi coin
capital on your they're already given XP so just complete the tasks put like
five dollars of soul in there and start accumulating and then share this with
your friends and then you'll accumulate more XP and then possibly gonna be like
a pretty fatty airdrop so just giving you guys some information give you guys
a thread to participate in the opportunity and just throwing it out
there for you guys if you want to participate so there you go we got some
hands up and then I'll get back to some more alpha after we're done going
through the hands so we're gonna throw the mindless and then we'll get the
captain dad pants and then we'll kind of pivot into some other topic so I believe
our friend captain was first he was there long before me I'll jump in right
after okay captain see if you don't have your board 8 you don't get privilege
anymore so go ahead captain you're up you'll appreciate it mindless bouncing
and piggybacking off of Stephen Miller's art alpha I just posted up on
top launch coming up for Kath some art she's one of my favorite photographers
in the space she got big and most notable for her CC0 sale that kicked off
the big CC0 kind of like phase and meta for NFTs back in 2021 but there's a
video kind of walking through like her history and how she got started in
photography and then going into a little bit about this like most recent
trip that she's launching so I think next week or in the coming days she's
having a NFT launch this NFT comes with a signed print along with a book that she
made which is pretty cool it's a children's book and kind of is about the
journey that she took to get this photograph so yeah just all
around awesome project really well executed great person definitely check it
out appreciate it see me any comment on that it's a great call out it's a
beautiful collection and honestly like the the things that Kath does are just
kind of otherworldly like I don't know what it is there's there's a handful of
photographers in this space that just really know their shit and execute on
an extremely high level Kath is one of them that drop I believe is coming up
Monday it's a collection of 777 I know that for sure but yeah definitely a call
out captain solid solid project
good my list hey dude cheers I'm so glad you you guys mentioned ton on the
telegram network I think again some massively slept on opportunity I'll give
some views I haven't really got alpha but I mean in terms of users there's 900
million users that are on telegram that's three times the size of Twitter
and all of them are going to be on boarded onto its native layer one
blockchain ton is its own layer one blockchain think about that that's a
huge slept on opportunity right now not coin is going to be its first meme
coin there's about 25 million people that are playing that game just to give
some clarification on the tokens you can earn about a million a week without
tapping like a complete lunatic so if one of you friends want to share your
sort of invite code you'll land a bunch of tokens but you can just do in-game
quests to earn about a hundred thousand tokens a day or so and as soon as you
do that purchase one of the auto farming bots and it will farm while you sleep
about a hundred thousand tokens a day or so or every 12 hours so within a week
you can very easily rack up a million plus but again it's a first meme coin
on possibly one of the largest upcoming layer ones out there that tied into a
social media out with 900 million users under under promised wealth I slept on
opportunity let's just say that and I just wish more people on Twitter
understood it oh yeah I've been kind of speculating you know with Almeida and
Amoka use now as a validator on ton I think they're you know like we do look
at them as someone that is you know a BC that is looking at gaming you know
they're validating the ton blockchain now I've really seen the user base of 900
million people as maybe the the thing that not a lot of people are looking
like where's the next web 3 gaming coming from it I think it possibly could
be coming from telegram like something simple maybe a mobile game or something
comes out of that and like not coin is something very simple you just tap you
tap away with your team and then you earn points and they already has 25
million users which any game would fucking love that many people playing
their game in web 3 so maybe the ton blockchain is where we get the the mass
adoption and these web 3 games that really pop off man go ahead my yeah I
agree it again it's it's it's sort of coming left curve and we're not seeing
it because most of us buzzers are not really active on telegram we're quite
Twitter centric or discord the other thing to note is so like the games
we've seen at the moment on on the telegram are very simple they're
simple tap games but you can actually do quite a lot in that you can build some
pretty robust games in there so like when that user flow is there when the
acquisition is there when the liquidity is there when the buying and selling
and trading is there and it's integrated while it goes live so suddenly 25
million people find themselves having access to this crypto that's in their
telegram app they don't need to go to some browsers or install another app or
go through sort of meta mask or any of that stuff it's in telegram you just
click a button and there's your wallet and all your coins now you can spend and
interact natively within telegram I think that's massive again and we just
not seeing it because it's it's out of our usual echo and chambers here I mean
we saw mass popularity with the saku monsters right and it's very similar as
well but it is separate it's not built into telegram so if people are sitting
there doing saku monsters with the idea of wanting tamagotchis right I mean
it only makes sense for this to run either as a beta or a Delta style play to
adjacent to this right and as one does developments the other you know it's
almost like a teeter-totter in a sense and on that note I'll actually post for
those of you guys that are playing soccer monsters probably realize your
your egg hasn't been shaking recently so they finished originally I think it was
50 days or 60 day campaign of straight tapping right and then now they're
changing and transitioning they've done a couple little videos of basically the
egg transforming into different characters and so I'm gonna just post
up one of the characters up top or the first one disclosed is called sluggo and
they've done a couple a maze recently so if you're interested just go check those
out on the page and just proof that it's more or less going to be some
type of like Pokemon Tamagotch you take care of it yeah tapping game so I wonder
what exactly data they're farming right if it's how many people around their
phone you know at X amount of time how fast it is or if it's and like what
exactly are they selling off in order to be able to present a token in a game
for that good my list yeah I can answer that so they sell advertising and
campaign space so for example they will reward you with in-game tokens and Tom
does this too sorry not not coin does this too so you'll have these quests that
come up and you'll get rewarded 100,000 200,000 coins for going through a bunch
of quests it's basically following someone on Twitter during their page
it's fairly straightforward but to get that advertising space you as a startup
or protocol you'll pay some big dollars to get access to that 25 million
user base so it could be between twenty thousand twenty five thousand
dollars to put a not coin campaign on they reward their users with not coins
and you end up with sort of user flow and traffic towards your project yeah
seriously and also I don't even guys solve the rebranding of stars arena I
remember Manny came in here like during the summers like stars rain is gonna be
huge I'm gonna get Jason's key and he's gonna be the next racer and you know
stars arena went to you know no one went back but the fact that he went and
participated got an OG badge and he got air dropped no chill which is the mean
coin I wanted to meet coins on a backs and that shit was worth twenty thousand
dollars by just being on stars arena back in like late August September but
there they rebranded and they're called the arena now and the arena was built
by the people for the people gladiators not only will your contributions be
rewarded but you will now have a chance to shake the future direction of where
the arena is headed introducing arena token an ERC 20 asset for governance of
the arena with details explained in the medium article each gladiator will
receive 69 arena per air job point with a 10% distribution at launch one arena
equals one vote first vote will be early in April where details about March
Madness will follow so they have a link there and everything so I imagine like
this is gonna be similar to like I guess voting would be similar to us being
in like a gladiator event where everybody's in the stands you've all
seen gladiators everybody puts their thumb up or thumb down if you get your
thumb down you get your head decapitate decapitated so I guess they're
using a governance kind of thing where now votes are gonna determine the future
similar to like the Roman arena or whatever so they're gonna have an air
drop but I also think the air dropping of the tokens from Avax is something
that's gonna continue to happen so I need to get on stars arena create an
account and just participate I think you know no chill is not the first token
that's gonna be a air dropped and I think the Avax foundation is going to
incentivize people with these catalysts with these culture tokens for
participating on their up-and-coming apps and stuff they're building on the Avax
foundation so I mean no chill is getting 20,000 the people that just logged on
and got an OG batch I would imagine more meme coins come out and Avax buys in and
then they'll ship those into users of arena and that are using transaction and
doing boats and stuff so definitely something you guys need to keep your eye
on for sure I mean 20k man that's crazy go ahead my listen I'll throw down to
you Josh yeah dude that's a great point was it a couple of weeks ago we had
the Avax foundation launching a hundred million dollar culture catalyst meme coin
fund or something along those lines to help with these types of ecosystem
launches I think that's a really great comparison you just made that yeah they
came out last week and gave what they're allocated to what was cocky he knew
obviously no chill was one of them other one was like balls there's two
other coins I forget the names on that they invested in but man I think there's
more and I also think a great way to bring people onto your apps is
incentivizing them through air drops but also hey here's some tokens from our
from our culture program for hey for voting for participating for for doing
shit so I'm not gonna miss on the next no-chill air drop from SARS arena so
I'm gonna participate and they give you it looks like they give you 69 free
tokens so I'm just gonna vote put put transactions on the chain and
hopefully that makes me eligible for the next air drop of this shit so I
think this is this is gonna continue to heat up so just want to throw it out
there and yeah go ahead yeah you got air drop you got air drop no chill um they
just noticed Manny and the team found in frisk and a bunch of people noticed that
this got air dropped like a week ago and I think it was air drops like two months
ago I think it's like $100 but since no chill has gone ballistic since then
and obviously the MX Foundation has been buying it it was worth 20k when they
found out that that token was in their wallet I think it's probably I haven't
been on there and so I would go contact go contact Manny or frisk and see what
it is I'm sure you have maybe import your wallet the meta mask and it pops
up when you put the contract address it in I mean that's probably the best way
to figure it out maybe import your wallet to like a meta mask and then
input no chill contract address into the meta mass import tokens and it should
pop up there that's probably the best way to do it my guess you have an OG
badge yeah I have one you're good bro you do too yep did you get your token I
got I got tokens yeah but I mean I got points do they have the token outs
already yeah I know chills been out for like like a few months right now and
that was the token that was apparently airdrop to OG badge holders oh I have I
guess I have to support my wallet and just check it because I haven't seen it
outside of stars are in I think yep so a max foundation is basically the next
Solana foundation where they're gonna start giving coins out for free or their
products so get on a Vax it's starting to heat up Dex volume starting to heat up
TVL starting to heat up on a Vax definitely a lot of meme coins over
there and the whole foundation is backing it so definitely need to start
looking at a Vax more for sure but uh that stars arena baby there you go I
think it's probably gonna be a pretty good opportunity for all of us
sitting just put the transactions on chain um but chief I'm in rambling so
go ahead bro well I got a so this is kind of I would say it's a little bit
slipped on it's a finance kyc security layer that piggy backs off Celestia and
arbitrary so kind of a mouthful but not a lot of people are talking about it or
even know it does require full kyc which is why a lot of people are not even
bothering with it right but their idea is to basically service as a financial
l2 and so they absolve any businesses that they work with or anything like
that of having to to need in focus on if people are credited investors if
they've kyc'd if they have everything ready to go until that's their focus is
called Kento so recently they are on the phase 5 or phase 4 sorry of either
4 or 5 of their pre alpha stage right beta states and they opened up staking
right so you can lock up any set of assets I'll pin it up to the top for you
guys to check it out it locks it up for 60 days you earn yield in a I think five
different kind of outputs right one of them is that Athena so you actually earn
double shards while also farming this providing liquidity for the kinto
network but also farming Athena shards you can get steak dye wheat and then a
couple other ones so it's interesting because their focus is and the only way
you can even use their blockchain and their services is if you have one of
those password systems on your browser right so instead of it logging in and
connecting everything to let's just say a metamask wallet it creates a
metamask wallet for you but it attaches it to one of those password
automation systems so you either need to have one pass or any of those other
password managers that you know have browser extensions and that's what
allows you in and out to double down on that whole KYC aspect so now you can't
pass your wallet to someone right you can't just do any of that anymore and
it's just honing in on hey this is the person that's on the other side of
this fire this transaction anyway opened up minimum $1,000 if you want to
participate lockup is for 60 days you can get it they do diminishing returns so
for the next 16 days you have peak rewards and as you the further you get
away from starting day today the rewards multiplier goes down similar to how Egan
layer and Athena and you know blast and burst whereas if you deposit day one you
get a higher multiplier so I'm probably just gonna throw $1,000 in here and just
see what it does you know you see Athena baby on avo ahead of the I mean it's
supposed to air drop in May or whatever but uh you can now trade ENA on avo the
token has 15 billion total supply so about 30 30 cents applies a fully
diluted a valuation of 4.5 billion dollars for at the end so that's gonna
put it in probably the top hundred coins right off the bat so similar to like
maybe dimension when it first got I think it was a top 60 or 70 coin so if
you've been farming these shards this says May is probably the next epoch but
also some some trends you know obviously this is like a stable coin and
Athena launched launched is the number five synthetic dollar in crypto and it's
only a month since the public mainnet so you have tether which is let's see tether
has a hundred and two billion you have USD C is 30 billion you have dye which
is 4 billion you have first digital USD at 2 billion and then you have Athena
which is basically a synthetic dollar is already broke the billion dollar mark
and they have an air drop and they're pre-trading on Evo and it's gonna be
launched in May so I was get I did this these shard campaigns for the past two
months and communicate like accumulate over 100k shards right now so I guess
I'm just waiting for the air drop but at the tokens trading on Evo between like
40 and 70 cents right now so that's gonna be a big air jump when it does
come out man and if you had a conviction and you participated and you
fucked around on it while everybody was fun in it and you're gonna be sitting
pretty in the next when may comes around in this get exposure to this
kento shit you know cuz that way I still get charged over there and it's like I'm
double-dipping for sure do you see that I mean I don't know is this true
or not the the artifact shit I mean we've been talking about artifact it
got swoosh for a while Nick came out on the timeline yesterday and said
they're sunsetting artifact I don't know like what how you feel about that I mean
it kind of seems like a lot of these Starbucks is folding to NFTs and and now
you got possibly artifact folding and just gonna sunset it and it's gonna be
just it is what it is but you see I don't know did you see that and how you
feel about that man it's pretty crazy but according to the artifact team it's
not true you know so I mean yeah I mean of course I would say that if I got if
my fucking it got leaked I would say it's not true so I mean it probably takes
months and months for this stuff to be like unwind and probably get to it they
probably like there are people talking about like they probably capitulated
during the summer that they're gonna you know sunset you know Starbucks and
sunset this and then by the time you know they get everything in order and
they announce it on the markets rebounded and now they're like question
themselves but yeah I don't know man artifact I think I'd be big that would
be a big disappointment for real man like I don't know if I've ever seen somebody
get so much hype for being acquired by Nike and then so much fun and I just
don't know understand why they would be sunsetting it they use their holders
as customers like everything that they've ever airdrop the artifact team
or the artifact holders have bought so it has this that has a revenue stream so I
don't know why they would be sunsetting that other than they're like in Nike's
embarrassed or something I don't go because they make plenty of money off
their hold yeah to go back to the rumors it's kind of like the moonbirds
acquisition rumors you know like Nick and Pio they broke that and everyone was
like no it's not true and Cairo was denying it it does take months for
stuff like this to roll out and to have the dust settle for artifact and why
they're sunsetting it I mean yeah they were making revenue off of it but how
much time and effort were they putting into it like was the juice worth the
squeeze especially when you were producing all this stuff and the
sentiment from your own community and the larger web 3 community is they're not
doing anything it's all terrible it's crap like it just I don't know maybe it's
just too much of a headache for Nike and the juice wasn't worth the squeeze but
just think about animus like all this stuff that they have ready to go and
they're just gonna like oh nope we're not doing it anymore like that is a rug
of a rug if that doesn't come to fruition a lot of people bought a lot of
that shit and we're like accumulating these eggs at like point four for months
at a time expecting to be some announcement and then they're like no
we're folding up so it's just like wow like a lot of people are gonna get in all
the monolith stuff the shoes like like did the shoes do the shoes come now you
pay for I think I got one of the pairs that's what makes me feel like this is
just a rumor and not true is the fact that they still have animus in these
shoes to come out and there's obviously integration at the shoe for like NFC
chips and shit and I would imagine that it incorporates with something that
animus is doing so that makes me feel like they got a lot of stuff planned why
would they sunset now at least give that a try so it was kind of surprising when
I do you remember a few weeks ago there was that big Nike layoff and there was
rumors around there that artifact was gonna be sunset then too really wow
wow yeah so I guess we'll keep our heads on and see what happens I would
imagine and there'll probably be a community takeover I might buy the dip
this might be bullish for like you know it's like sort of Toshi leaving the
members now we got you know I'm saying like that would be bull I don't know
there would be some pain but that artifact community is strong as fuck if
like Dre Millie took over and curl took over like that would be more bullish
than these fucking founders that note don't know shit about the community in
LeBron like they're the bronze part of the community yeah bro this might
actually there this might be a buying opportunity if they do something that it
might it will bleed for sure but like if there was a community takeover it might
take a year but that I'm more bullish on that than actually them releasing this
bullshit like and charging their charging their family and charging their
customers like $200 just to mint some fucking sweatpants like that shit's
black but yeah just all that um so thought I bring it up thought I bring
you know but yeah I got some stuff you know Anson's on the timeline two hours
ago basically saying this is the start of all coin season what I would imagine
that you'd be doing that because he's heavy into alts but I don't know he's
he's point he's pointing at this this zone right now is like consolidation for
Bitcoin and now all coins are gonna run so we'll see where that goes good you
pin up to the top the cake pups are live pretty up the gate pretty strong
metadata is not uploaded and active yet hundred and two buys floor price of point
zero zero one it's what like a hundred bucks I think so nice little 3x if you
manage to scoop owner or you got one of the cake pups secondly another
opportunity for you guys project going around called BTC slimes it's a low
supply collection 555 Twitter is relatively big I mean 4k 4.8 K still
hasn't broken kind of double digit parabolic yet but could be a sleeper
could be something could be cute right assuming that these cake pups take off
with the cute meta then we got or no dragons coming up that's really gonna
like knock the cute met out of the park and I could just see us going into
some type of heavy color cute style meta so form up there doesn't hurt to just
eat your dress and see if if you know if it plays out for you did you see that I
don't know if you saw this in the group chat but chain viruses is coming out with
a new piece it looks like it might be on Bitcoin so on chain journey which our
collection dropping on Bitcoin this Saturday supplies gonna be 1444 date is
the 23rd free claim for broken out of broken algorithms and data drift and 3x
breakout holders all unique artworks created fully in code each general
output unleashes a unique lich experience a mutability inscribed on
chain on Bitcoin so drop details early access mint for broken algorithms
holders are eligible for five free analogues per token data drifts eligible
for one free analogues per token and breakout holders can claim one free
analogues for every three editions held if you're holding a broker broken
algorithms our data drifts make sure to register ordinals wallet in the discord
to qualify so they have a bunch of phases here I mean broken algorithms are
relatively cheap this is on aetherium I think they're under like point oh
four point oh five so he's gonna put this on chain and it's gonna be glitch
art and shit this might be worth worth the squeeze or whatever however you
want to say it but yeah it's all that and he's finally coming to Bitcoin which
I thought he was I own a data drift and a broken algorithms so just to be show
you that I do have a bag in this there is a new project that I'll bring to you
it's called limitless it's called bitmap you Emperium you poor him and
there is a way to get whitelisted to this so I'll just read out what I've
learned from it so go to bitmap before him's discord and set your Twitter
with slash Twitter command this interacts with all the limitless tweets so
that's the founder the founder is a neo token sit neo Tokyo citizen and they're
building an ordinals PFP project to elevate standards of bitmap ordinals and
non arbitrary asset creation to obtain whitelist phase one is all about
interactions engagement phase two will be about code and riddle heavy so you go
inside his discord you put command slash Twitter you'll basically get
limited list is all his tweets you want to engage and retweet those I don't know
if those give you points but then those points will get you whitelisted and
then you can kind of mint this project so just saw that as an opportunity I pinned
up the the Twitter up there for you guys if you guys want to participate
get inside their discord and shit but seems like they're doing something
interesting you'll probably put in the weight room and I'm in there right
now just waiting but yeah there's an opportunity there for you if you guys
want to get into that project so just throwing it out there and then the last
one it's called flight of Primes and they have a prement up here and this is
like a comic book but it's a woman-led comic book so I'll just give you some
information on if you're interested it's something unique I haven't seen a
woman comic book but fight of Primes is a comic hero NFT brand launching with a
screenplay and a go-to market strategy to bring the digital universe to
physical realm a different dinner different dinner for fright of flight of
Primes is the introduction of a female avatar centric NFT in a comic book brand
the innovation is focused on strategic capturing of lucrative segment in the
digital and physical markets aligning with the growing demand of female
centric collectibles similar to the iconic brands such as Barbie this
leverage a 1.5 annual opportunity and the female collectibles market and
growing demand for female representation is a 8.27 billion action
figure sector which I guess they don't understand that 90% of the motherfuckers
and web 3 are all guys but utilities for this is a digital collectible they
have an exclusive NFT airdrop cosmic comic airdrops that fractionalized
screenplay staking rewards exclusive viewing at film festivals and the
ability to build IP with established equity provided by the FOP team so the
catalyst collection exclusive the mint price is gonna be free and it's gonna be
like a hundred supply which is kind of low but they have a pre-mint I pinned up
top if you guys want to get involved there's your opportunity so just
showing you shit that I'm finding over the weekend and just trying to you know
give you new projects new ordinals and stuff like that you say the the blast
stablecoin D peg this morning I mean I don't know if no D peg but they're
dead row yeah I mean I'm not trying to sit here and dance on any graves but you
know all the spaces are recorded with me saying blast and my opinion on it and
none of you guys have came back up since blast launched so we'll just put
it like that you know but let's just add a little cherry on the top news
orbit lending the top TVL platform on blast with over 350 million locked
in the contract is having issues with drawing funds so do not go and try to
you know start the bank run even more if they're already having issues with
drawing funds but just know if you got funds in there I'd be staring at the
screen a little worried you know but yo blast for president the best L2 I
didn't know what the fuck I was talking about so go blast just too much
friction not enough people talking about it I mean we had ordinal season popping
off when it first launched and then that season went right into Solana meme coins
so why would I go to blast to gamble on some fucking protocol when there's
nothing really popping off I know we have those those hood in a team
ending this week which I think will be an opportunity to go over there and
meant something I think that art does would do well on any chain but there's
really I mean be pegging I mean the daily active users are going down I don't
know just doesn't seem like they're ready for launch and I still think you
know participating on it and farming a few protocols you know might be
beneficial you know putting a few transaction on every like decks or
every trading platform just so you can get that airdrop but other than that
that's the only that's the only benefit I could see by going over there
and participating is just possibly farming new protocols for their air
yeah and that's what I'm gonna like trade shit coins and shit
that's the unfortunate part is that like it was positioned to be a part of
everyday use or at least can be or could be right the same way that right now
we're on magic eat grabbing some more nose and we see a shit around so we can
hop on our wallet go over there shit on so right and now it's not
necessarily looking like that anymore more it's now kind of what you said at
least for me it's hey am I gonna go farm some air drops over there what do
they got cooking my money is gonna be locked up for XYZ and you know it's
kind of more of a task rather than something that I can incorporate on the
daily pick up and put back down so to speak so we'll see how it looks like
more I really think that one state looks like drop the money it's gonna
change a little bit but air dropping the money and the infra being dog shit
it's still still doesn't do anything like you fill in my pockets with cash but
nowhere in the casino having a spot for me to sit down we're still unsatisfied
I'm still going somewhere else you know I'd rather have less money and a
badass slot machine then then a pocket full of money and no entertainment right
because then you're gonna walk off good Stephen can somebody just check on
Eddie and make sure he's okay because with all the same bro all these last
people were big blasters and then they just fucking blasted off as soon as
blast didn't do what it was supposed to but it's okay and and I'm gonna be
blasting Eddie up in July karate combat I really hope I really just a bunch of
it's yeah wait is that actually gonna happen or what 100% we're pushing it
that's fucking dull though it's just a bunch of people that bullish on blast are
the people that are that faded ordinals and they're like oh my god I'm an eath
guy I faded ordinals cuz I'm a fucking idiot and then I'm not a Solana maxi
so I can't go between the two like most vile the most two parabolic shit
which is Solana and ordinals this cycle so the next thing that comes I'm never
gonna fade it and it was blast and they just saw you know the TVL lock up
and they saw all the KOL what it was I talked to was that were close to loom
dart and the reason loom dart push that shit so fucking hard is because he
talked mad shit at all the was these that dipped out to Bitcoin and went to
ordinals and he's like I'm not gonna do it I don't believe it I'm not gonna do
it I don't believe it you know and then sure enough fucking ordinals took off
half of the was these are on Bitcoin right there is a little presence the
team of the three two are on Bitcoin as well so my man's coped it and went heavy
on blast so I agree where people are going the base bro I wish I can see if
I can find the chart yesterday's God candle of base users is fucking
ridiculous a thousand percent seven-day change on base as a layer too so
that's the amount of people that are on base is up 80 to 800 800 percent in the
past seven days that's crazy bro so like more people are bridging over to base
than they are the blast at this point and why is that because a lot of people
that are in this space have got familiar with base during the summer
during the bear with Frintech so they have wallets already they probably got
some spare change over there and just like all the means are heating up so
it's like everybody's like blast blast blast but like the the real winner was
under our nose the whole time which has been base right so that that's
interesting to see like the rise and fall then we were kind of calling out you
know we had Tig up here last week and he was talking about how he's over at
base and we started seeing shit like Brett started pop off and it seems like
their continued deployment over there of capital continues to increase with the
TVL lockup but also the transactions are up crazy so yeah that's interesting
did you see this yesterday chief ghost face killer announces he is dropping new
music exclusively on Bitcoin using the ordinals protocol so you go there there's
up there's 1290 audio files have been inscribed to Bitcoin so far and you can
listen to them there and it's like the raps are like stacks that's that sex so
they're like the raps are actually like ordinals and Bitcoin related music
which is kind of interesting bro so I guess French Montana got in ghost case a
ghost face killers here and it's like yo bro come over the ordinals I'm dropping
you know Mac and cheese five over here bro you need to start dropping music so
starting to get music deployed over on ordinals and maybe in a team music
finally finds this like a home over here on ordinals we've been talking about
in a team music forever bro and it's never came on and it kind of starting
to see the rise of out over here in ordinals with you know Mac and cheese
yeah but it's like it's not artists that are trying to make it you know it's
a little bit different it's like hey I've already made it this is a legacy piece or
this is an artifact or hey make me immutable forever kind of thing it's
not oh you know I'm trying to break out of my small town by my ordinal so you
can listen to my song and if you're trying to go about it that way I mean
Bitcoin is ultimately the wrong place being the world's most public and
biggest ledger right so I think this is more of a status symbol of yo I've made
it I'm gonna put my shit on here forever and we know we're good like a stabbing
of my flag kind of thing we haven't seen shit yet though until we see
Snoop Dogg you know the man that does everything under the Sun don't wish
that on our blockchain bro do not wish he's coming he's literally gonna be it's
probably gonna be about Martha Stewart you know what I'm saying slash call the
Duty skin slash claim it for your song all in one compact utility you got
French Montana making the French Montana phone for what was it rune meme
ordinals so dude we're here and we're ready go ahead Josh noobs got his music
he's an eith guy who Snoop Dogg yes noob yeah that's what I'm saying so it's like
what we're gonna say you think they're gonna come over and be like oh Bitcoin's
so much better you know I mean there's different purposes right on each you
can sell it like an album and get royalties and and kind of go the
traditional artist route just with more power this isn't is the opposite
you're going you're giving away all power and just giving your music and
trying to go down as a legacy artist kind of thing in my opinion right Josh
and then we'll go to yeah highlight on that point like I'm not no offense I'm
not gonna fucking go on or on like buying ordinal and fucking listen the
music that way like that's just not happening but it is a cool I told my
I've been telling artists and stuff about this it's gonna be a flex in
about two to three years to say hey I inscribed my art or my whatever before
that happening and I think a lot of people are getting ready to do that and
like problems or not you know whether you believe in that or not I think it is
a good deal and I think the value of things that I inscribed before that
happening is gonna be you know huge
anything before that happening is gonna have some some layer of you know ogenis
and kind of effect to it right so I think you also got to keep that in mind
good hi now I was just gonna follow behind Josh I wouldn't like go to
ordinals to listen to music it's cool that in French Montana you know is like
dropping shit on Bitcoin but at the same time it's like damn why can't
there be like a good artist dropping music it just be some shitty artists like
I can't even name like one French Montana song and if we're in the car like no
one's like yeah let's let's jam that French Montana like nah fuck that you
gotta get new friends boy yeah look I can tell y'all never been with some
parked up shorties listening to pop that you know what I'm saying like there
that is top tier French Montana going Lil Wayne with the truck fit in the
skateboard sheesh beyond your time you guys remember me talking about Russell
O'Koon about how he used to take his paycheck from the NFL and Bitcoin he's
been he came back on the timeline and on the fifth he purchased his first
ordinal so we have someone that super bullish on Bitcoin I would consider a
maxi or a visionary it's the very first NFL player that actually said fuck your
Fiat I want Bitcoin as my salary in the NFL he went through a lot of hoops
and they officially you know complied and he had a whole statement yesterday on
like his thing of him purchasing ordinals and the ordinals experience
I think it's interesting as someone that is been a visionary and ordinal are in
Bitcoin and what his views on ordinals kind of like converting maxis a little
bit here so ordinals experience on Bitcoin is presenting a fascinating case
study he has a couple thoughts ordinals are bringing a unique approach to the
Bitcoin blockchain this will open new possibilities for utilizing the Bitcoin
network beyond the BTC as money slash property narrative I've been saying this
forever this isn't even a narrative for maxis yet like they don't even they're
still on the Bitcoin is money and this is clogging up our our precious
network that we're gonna send money on to this experiment demonstrates that
bitcoins for versatility showing that it can host a very a variety of digital
assets demand for products on top of the Bitcoin is real we haven't scratched
the surface of what's capable in a digital artwork unique digital
collectibles or other forms of creative content inscribed on Bitcoin sat stack
sats within the just two weeks these investments have yielded me significant
Bitcoin earnings there is a return here mixed with high interest and
potential probability and ordinals space the attention of even more crypto
degens and new investors is inevitable so nothing is without risk and this
is him retweeting purchase my first Bitcoin ordinal on March 5th so we're
slowly converting the maxis in the visionaries that ordinals is something
that needs to be focused on it actually helps helps Bitcoin in the marketing
purposes and and and I think we're gonna continue to get these stories but
I saw it was interesting that Russell basically is on the timeline saying he's
buying ordinals and I think that he's kind of a KOL a thought leader in the
Bitcoin space and a lot of maxis listen to him and a lot of people he has
he has the ear of a lot of people because he did this first with the NFL and I
don't know maybe he on board some people that are following him he has 256
thousand followers maybe there are a lot of people learn about ordinals this
week and and are probably venturing over here I don't know it was
definitely interesting he posted not too long ago whenever he like first
bought his ordinal and people were like dragging him through the mud for it
he like almost had to like keep defending himself it was it was kind
of sad but at the same time like bullish on him
wait bullish on bullish on just people experimenting and not actually listen
to the herd and not being canceled and not being listened to mob mob mentality I
mean this man's open-minded enough to take his salary in Bitcoin he's open
minded to be in Bitcoin everybody called him stupid why would now he be
closed-minded just a shot and they're always like taking steps in the right
direction and being open-minded and taking the risk man like even when the
Bitcoin maxis are saying you're an idiot his comments are full of that he
still put you know experimenting and saying like ordinals are gonna be a thing
and even writing the thesis and why he believes it so shout out to Brussels
maybe we can get him in the space and we can talk to him but we'll throw
it down the lane what lane
Oh your mic is fucked off he's British I remove him I'm gonna not cuz he's
British though we're removing him cuz he has a bad mic I remove because he's
British we won that war a long time ago probably Australian on shit he just
sounds like that pinned up to the top real quick while we get laying up here
peak network has now officially pat partnered with out their ventures for
those that don't know peak network has been probably the or not probably they
are the leading voice in RWAs and deep ends so they have now created the deep
and base camp it's an accelerator program empowering the next generation of
deep and founders 12-week program up to 200 K in funding so if you have some
type of deep an application that you've been entertaining or looking at one
hurt to kind of just you know pitch your idea to them see if you can get
some funny and get a grant to get going so this is I think in my opinion the
next big narrative the next big thing all it's gonna take is those you know
screenshots that we talked about that ability for people to see that there's
opportunity over there for free money or for margins and I think grass will do a
good job kind of setting the precedents for that or hopefully they do to really
double down on this deep in an RWA narrative so good lane sir Laney you
back Lane can you hear me now gents you're brilliant so it was just a quick
one on the ghost face killer drop I'm not sure did you guys mention about ways
to grab wireless so I have a bit of alpha about that if that's not been
mentioned no go into it bro so I was on space early this morning and they got
one of the guys who was involved with it I think Nakamoto some Bitcoin was the
guys who set that up were kind of involved with this drop and they
basically mentioned that they dropped four different collections the cheapest of
those being Naka Pepe's version 2 and so if anyone's in the audience and has
got a spare 20-30 bucks and and kind of fancy is getting involved with that drop
then that's the cheapest way for you to nail whitelists cuz I think they're
going to give out whitelists to all of or holders of yeah those previous
collections cheapest cheapest of those being Naka Pepe's version 2
there's some stuff that we can post the top lane so people can just find it
yeah for sure I'll go find it and post it up
pretty sure it's your bro
give me one what do you think is the leading RWA fucking protocol you think
it's on death I got my guess there's a new coin that's on the market called
mantra it raised 11 million from sakura partners OM is now the leading RWA
project in crypto ahead of Ando this means they're officially this means
they're officially the largest RWA project in crypto space and they're now
launching on their own cosmo layer one blockchain they're also launching on
han gobi in front of testnet next so this is kind of a new token that came out
recently if you guys want to learn more about it I'll put a nice little
thread up here they create a thread basically saying who they're funded by
and all that other shit so starting up there I know that I try to think of RWAs
and I always you know default to Ando but this mantra one seems to be one that
a lot of people are bullish on and I pinned up a thread if you guys are
interested to check it out so there you go it's called mantra and it just
launched so so I'm gonna throw that up there for you guys to check out and chief
you have something else for anyone that yesterday started going around this
ends in a couple hours as well for anyone that did not have their runestone
listed and was a part of specific communities those being Pizza Ninjas
and Wizards of Ord a snapshot was taken you were added on to a specific allow
list slash whatever for a open edition seems to be runestone minor or just not
not really sure what it is right more so a curated list of quote-unquote OGs
selected communities people who are diamond hands right not listing their
airdrops not listing their assets it's free cost about I think 15 bucks so if
that's you if you have a pizza ninja Wizards of Ord if you didn't list your
room stone go check if you're eligible and go cop some I mean wouldn't be
worth it wouldn't hurt to have some exposure to whatever TO is kind of
cooking up over there directly or indirectly I mean I see it as all his
homies are getting mad fame for doing cool shit and dropping runes and you
know you either move with the times or the times move you and so hopefully
this is him moving with the times and doing the catch-up or having something
for his community and kind of targeted he's already been talking as well about
doing airdrops to I think mega mega punks and just a couple other communities
that I think is his fund is involved in so more so older established OG communities
that have yet to have like their limelight so I'd just be kind of
scouring the blockchain looking for undervalued kind of collections and
maybe seeing some exposure to what he's cooking up good Josh yeah I bought another
in stone and didn't last night no not last night the night before and I wasn't
eligible for the snapshot so I bought another one okay I already have one and
I'm separating the wallets item if you hold a little stone and the prophecy
I don't those items there's something there like I just said no see y'all
separate different wallets first I think I'll be very important in the future
yeah I mean you already have people talking about oh it could this be like
the the saga phone token right but for Bitcoin and for or no logies and then
okay cool you have this massive inclusion I mean it's a hundred K wallets I think
that to make this the saga phone you'd probably end up with a lot of dead
tokens dead whatever right assets so why don't you just slim it down a little
bit maybe it's everyone who actually claims their IOU that's the master list
right and so in a sense whenever you get to the actual claiming part and you
can identify hey we sent out X amount of room stones X amount of room stones
were claimed these are the OGs that are still active even if these are burner
wallets they have access to them right then you can kind of say and I would say
waste your money to airdrop dead wallets but on Bitcoin you're literally doing
just that like you're wasting mad bread to airdrop dead wallets so you want to
have that list as refined as possible and I think that's what he always do it
right he's refining his list down he's like all right cool this is a list of
OGs now let me add a couple more variables and metrics in here to kind of
curate the OGs that I want I want OGs that have access to my collection I want
OGs that have access to Wizards of our or you know that I want OGs that have access
to unlisted room stones so I think that that's what's gonna more or less occur
people the teams are gonna use room stones as a base narrative for
identifying and in almost like distribution purposes but I want the
master list you know I want this refined a little bit smaller than 100k but
probably get down to about 60k wallets or so and that will be kind of interesting
to be a part of those that's a great point bro the unlisted version is like
the real dedicated people that you know like those are the people are gonna
airdrop to not the total runestone holders yeah thinking about is like a
saga token is definitely interesting I think we're on to something but that
we got metapanda up here man what's up man I know you don't have your hand up but
just want to say what's up how you doing you got any yo it's good yeah now I'm
just listening a lot of good takes you know I think the base narrative is like
undeniable whether like we see that before after ruins is you know to be
determined but like it's pretty interesting just looking at like you
know all the money on Coinbase essentially being like TVL for base
which like I don't think enough people talk about you know like everyone is
basically having FOMO they're asking someone what's the next meme coin and you
know it'll probably I mean there's gonna be meme coins everywhere but like I
think base just has an incredible narrative given the fact that they
haven't launched a token you know they're obviously you know sitting pretty
with you know regulators and such but yeah no it I'm like just inscribing
these pandas right now I'm not sure if you want to like give one away to let
everyone in here or like figure out you know where from the get a password yeah
let's uh after the show's over hit trill up and we'll do some kind of like
engagement post and we'll give away one of your metapandas that you've been
inscribing bro the fuck it's sick like they got they're like 3d like you're not
gonna have access to these unless you get a code and you're invited and I mean
just doubling down on that right I mean I asked right I even shared this on the
show with you guys when I posted my panda that I asked you know how is
distribution after you do this round how do we share how what's the call of
action and it was just for now this is the only way that you're gonna be able
to get one right is through a hand-selected code and that's more or
less it so it is an opportunity and appreciate you sharing that with the
fan man because that was kind of what I was worried about too or wanted right
when you offered me one I'm like yeah that's cool but how do we get other people
involved like when is distribution what's the price how do we get them in
everybody's hands so to be able to gift that out really means a lot so
appreciate you panda definitely yeah I mean right now I'm just gifting them you
would just pay you know a fee to the minor network and you'd be able to
download your 3d right asset immediately upon inscription it's
basically the first Bitcoin native asset you know that allows you to express
yourself right you know there's a lot of firsts within the collection we have
our own custom parent child inscription launch pad that we built directly on our
website on chain metadata some of the most respected people in the space have
said it's the most professional launch they've ever seen on ordinals but yeah
and and like we're still tweaking that but if anyone like resonates with the
art of the tech use cases I know bongo got one yesterday Steven if you wanted
one definitely hit me up obviously double ape Lord R.Fessy has one half a say
and I have a password for him boo inscribed foamy inscribed dragon
shwing like a bunch of guys down here and I'm gonna be ramping up the
emissions so we get about like 30 50 a day and then we'll be rolling out this
AI Unreal Engine 5 system where essentially like your asset will be able
to live stream on Twitter and perform many different creator creator centric
functions where your asset will create art memes music 360 environments hook into
all the different financial APIs play games as himself through AI has like
animation loops text-to-speech voice cloning you know just like a ton of
stuff that you know especially now that you know what Twitter's become more of
like a video centric platform people be it will be able to leverage so like you
know definitely keep an eye on that because I think that'll basically set
off like a new meta especially seeing like Dracula for example like with a K
come out where it's like friend tech meets tech talk so like let's say when
we get the API from paradigm or whoever that could also like present some
really interesting use cases and then v2 would be basically like a local LLM
that you can train based on anything so imagine you run that on the
decentralized platform that taps into social phi as well you know
essentially these pandas will be unstoppable low-key goaded builder I
know you don't aren't on the timeline a lot you're not a big club but what
you're building is pretty impressive and I mean the mint with seamless and the
fact that I'm getting these you know files 3d files and like a it's just
really cool and like I said like super bullish on you he has all the means the
panda was the og memer back in the day so shout out to metapanda did you hear
how much trill liked it he was grunting as you were talking the whole time boy
like I had to like find the mute button cuz I just he was I didn't know if he
was gonna bust about his panda or what now I got trill and I hit ruto he
didn't read it yet and if Eddie's okay he could also reach out to me I have a
password for him yeah so my daughter right now thank you for meeting me yeah
we're gonna give away an access code we're probably gonna give it away by
engaging with some of our content so maybe it's all this thread maybe it's
this space we're not gonna tell you but if you do want to get access to
one of the screening pandas disengage and why you can retweet and we'll get
you gotta be following metapanda too you can't can't pull up to someone's crib and
you don't even know who they are but you're talking about let me get some
free shit say how it works you know exactly position yourself to win I'm
just saying position yourself to win like if you want to potentially win a
panda I'd go follow the creator of the pandas you know it's fucking
common sense but some people it doesn't go that far so I'm just throwing that out
there yeah for sure it yeah but we're gonna end the show appreciate you guys
coming up daily out but we go Tuesday through Saturday you know 9 45 to about
12 appreciate you guys I'm gonna leave you here for chief to read our sponsor
ad and I will talk to you guys tomorrow yeah I appreciate everyone for coming
out to the TDA guys one second let me get this posted up to the top
so first and foremost TDA sponsored by I'm so I'm so is a cross-chain interoperable
ecosystem and infrastructure between Solana and Bitcoin it's powered by the
Evolve token find it on the bird eye app shit I would use the bird eye app
because they teased an airdrop but you could also find it on any of your other
favorite Texas currently you can earn bonk and other crypto by playing the
endless runner slated with five more mini games before the end of the
quarter for those of you guys that do have access to Chris's ordinals be on
the lookout right there are attack and room protocol update coming out if you
do decide to purchase an order on secondary you still are entitled for an
allocation hasn't been disclosed what and if you just want access for your
community if you don't have any of the ordinals and you want to participate in
ISO ecosystem or bitmap Valley just reach out to Chris the tweet is pinned
up to the top and you can get a little information on how to get your
community some token allocations other than that we do this Tuesday through
Saturday 9 45 to about 12 12 30 central be on the lookout for Allison's threat and
color commentary tonight you guys be safe and have a good rest of your day
it's CD a or stay poor