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THE DAILY ALPHA♻️
Recorded: May 24, 2024 Duration: 2:26:33Space Recording
Full Transcription
You know, I think we're good.
I think we're good.
Welcome, welcome, welcome.
TDA, Daily Alpha, Tuesday through Saturday, 945 to 12.
Appreciate you guys.
We didn't have reminders set.
You know, there's an issue with Android, Apple conversions of starting spaces.
So, Chief's on the road.
Mom's starting the space.
She has an Android phone.
So, I just told her just to start it at 945.
So, probably won't be reminders this week.
But we'll get back to regular scheduling programs sometime next week.
We can do reminders tomorrow.
Tomorrow will be fine, yeah.
Because I'll be at a hotel and stuff.
Just at the in-laws for the first day that we got here.
Yeah.
How did that go?
Have you met the family before?
Yeah, yeah, I have.
I mean, it blows my mind just the houses out here, bro.
I mean, in Texas, we don't have houses like they do here in, like, the, you know, the Northeast.
And so, it's just interesting, right?
The basements, the size of the house.
It's like us.
What you see is what you get.
There's no secret rooms.
There's no secret back, you know.
And here, they got, like, fucking eight-bedroom houses and six-bedroom houses plus a basement and shit.
So, that always is interesting to see, you know?
Yeah.
It was, like, colonial housing and stuff like that.
Yeah, like, all that kind of stuff.
Like, in Texas, I mean, our shit's, like, basically trash, bro.
It's the pieces of wood.
No concrete.
No slabs.
No nothing really like that, right?
You got your foundation.
But other than that, I mean, a little hard wind, and your house is pancaking down there.
So, to see the different, you know, infrastructure and just that kind of stuff is pretty dope.
But, yeah, I've been out here.
Maryland's dope.
Weather's actually nice for once for the first time that I've been here, like, with good weather.
And, yeah, well, I'll be at a hotel by then, by halfway through the day, so.
Traveling your little ass off recently, man.
Yeah, I know.
When I get back, I drive straight to Austin, bro, for ConsenSys.
That'll be live, though, man.
That'll, I mean, I literally touch down in the morning at, like, 8 a.m.
And then grab the car and drive to Austin.
But I think ConsenSys will be good, man.
I'm kind of interested in going and seeing, like, these companies now, right?
I mean, we get the barometer and kind of get a feel for things in terms of digital assets, ordinal projects, NFTs, stuff like that that are more in, I would say, the DGEN wheelhouse, right?
Just through going through all these events that we've been.
But ConsenSys is a little bit different than that, right?
It's not necessarily focused on, let's just say, like, projects, right?
These are meta protocols.
These are L2s, L3s, security protocols, right?
Privacy chains.
And so I think it's cool to see that kind of side of things, the more techie, nerdy, corporate side of where innovation and money is really flowing to.
Because ultimately, we have this as the side, the nightlife, the, you know, in a sense, uptown area of crypto, right?
You can come with a DGEN and whatnot.
But in reality, what turns the, you know, the needle, what moves the needle, right, turns the wheels are the industrial people, are the people with real money, the Binances, the Googles, those that are investing in blockchain tech in the background.
And so that's kind of what I'm interested in seeing, you know, file, like ICP, all that kind of stuff.
They'll all have booths there.
And last time I went to ConsenSys, it was dope just to meet a lot of that, right?
Not your traditional DGEN, but more so VC money or investors that are curious about how to utilize the tech.
When does that start?
Is it on Monday or Sunday?
Like when is this?
How long is it going to be?
The 28th.
So that is?
Tuesday or Wednesday of next week.
And then it'll go through Friday.
It's only three days.
It's like Tuesday, Wednesday, Thursday or Sunday or Friday.
Three to four days, max.
And MetaMask is part of the ConsenSys Corporation, I think, or whatever it is.
And now that ETH is now deemed a commodity, maybe we get an announcement of a MetaMask token or some shit.
What better place to announce that shit, bro, right there?
They also got the Bitcoin integrations that they're working on, too.
So they got a good handful worth of like oomph, right, to where they could drop these kind of announcements.
And there's nothing really to move the needle for, but ultimately it could bring back users, right?
Because a lot of the issue that we have now is just the wallet fragmentation started early on when we had these wallet wars, right?
The idea of airdrops coming.
Oh, and on that note, I got word from my Magic Eden plug.
So, yes, the rewards for us being beta users are cooking up and finishing, and they should be rewarding all the wallet users separate from the Magic Eden diamonds and all that in the upcoming months, right?
As soon as they finish with the mobile launch.
So, yeah, I'll be trying out the ME mobile wallet pretty soon, too.
I already applied for the test flight, so I'll let you guys know how that goes.
But, yeah, man, I think that now with the wallet wars, right, MetaMask has been quiet for years.
They've never even had ever an announcement or anything in that sense, right?
So it'll be cool to see now that they have the okay from the government, if they have a marketing span, if they plan on, you know, trying to capture usership again, if there is an incentive for utilizing MetaMask.
I mean, we've done so much trading on MetaMask that even if we, you know, the fact that we've deviated, I still think that if they were to offer a token, we have enough that we did in the first year or two when getting into NFTs, ordinals, and all that kind of stuff that will eclipse anything that we've done so far on Phantom, Magic Eden, or even these new wallets, right?
I still think the Magic Eden one would be heavily weighted to where you'd be incentivized to just go back to your old wallet rather than continue farming somewhere else.
I agree, dude. I thought the MetaMask one, I think we've had a big deviation to other wallets, but I think some of the main things to get community back is make the OG community rich.
And I think everybody that ever used MetaMask during the last bull cycle, I mean, we used that as a main wallet.
I couldn't, I would imagine that the majority of people would just like, it would just be a crazy air drop, bro.
Like, everybody's been talking about it for years. Everybody's been anticipating it.
Dude, it would, like, there would be so many people that would make, have a huge come up on that, on that MetaMask drop whenever it does happen.
So, I kind of agree with that.
And there would be a lot of people too, though. The interesting thing would be, it might even be participants that were on their way out the door or actually out the door, right?
Because, I mean, in reality, if you ask people that are trading now, I don't know too many people that still only use MetaMask or choose to use MetaMask over Rabi, Magic Eden, or any of these omni-chain wallets, right?
And so, to sit here and say, hey, MetaMask users, we got this bonus for you, or we're going to have this airdrop.
You're going to bring people that were retired, you know what I'm saying, that vanished, that LARPed and dipped or whatever, right?
You're going to have all these people with the potential of coming back in because now they have a little bit of money to sit back down at the table with, right?
All those that removed it all, cashed out and dipped.
Now you're like, hey, by the way, if you come back through, you can pick up your last two-week check.
You know, some people are going to end up getting stuck at the casino again and blow the whole check before they walk out.
So, I don't know. I think it's a good incentivization for maybe people that aren't participating still.
And then those that, you know, left might have a chance to come back and realize why they joined the casino to begin with.
I mean, now, I mean, you saw Uniswap, you know, now that ETH kind of passed the test and is now deemed a commodity.
I think this opens up a lot of ways that we could use tokens now.
So, typically, the safest way to do it in America was create a governance token.
And Uniswap did that at the beginning.
And then a few months ago, they switched it to, like, a fee-generating token where if you own the Uniswap token, all the fees on Uniswap will be dispersed to the Uniswap users.
Now, thinking about MetaMask, you know, like, what would be the use of a MetaMask token other than it just kind of being a mirror of any good news that happens to it?
Like, token, like, when you do swaps on MetaMask, they take a fee.
So, like, what would MetaMask be used?
I don't think it would be a governance token.
I think a great way to bring people back to MetaMask is reward people for staking or holding MetaMask with the swap fees and fees that MetaMask accumulates for doing these swaps.
And as we talk, I'm just saying, as we talk, we got Fantom literally two minutes ago breaking into the number seven app for most downloaded in the United States, at least on the Google Play Store.
Do you think we need to be looking at Fantom instead of Coinbase as, like, a barometer for normies?
Because I think when normies come in here...
Who the fuck says, hey, what's up? It's your first time in crypto. Go download, I don't know, Fantom?
I'm just saying a lot of the shit coins, retail shit coins happen on Fantom.
So, I think that's, like, a direct barometer of amount of maybe new people entering the space.
I mean, it is super simple.
I was thinking, I'm going to a graduation party, my cousin's graduation party this Sunday.
And I was like, should I give him a gift certificate?
Like, the dude's just graduating.
Like, every time we talk to each other on, like, Christmas, you know, I introduce him to, like, ChatGPT and we talk crypto.
I was like, maybe I'll have him download a Fantom wallet and instead of giving him, like, a $100 gift card, maybe I'll just send him $100 to Sol.
And then we'll talk on Christmas of how much that $100 is worth.
So, I was like, I don't think it's that big a conversion, especially with the new integration to, what is it, Bittrex or something, where you can do email sign up for Fantom now?
I think it's an easier onboarding to just to download a Fantom and send Sol than have them KYC through Coinbase, personally, especially, like, an 18-year-old.
I've been onboarding friends by just giving them a bit of Bitcoin when they have a kid.
I'm like, here's some Bitcoin.
Don't fucking touch it for 20 years, motherfucker.
Here's a wallet.
Download it.
And as soon as they see that shit, you know, go up and down a bit, all of a sudden, they're like, hey, man, wow, Bitcoin went up.
And you're like, yeah, now you got some exposure.
And all of a sudden, they give a fuck.
So, definitely, that's how you onboard them.
See, the thing about that, too, though, X, is, like, you said something that I guess, I don't know, Fantom numbers going up, and it's where all the shitters are.
I don't onboard people to go straight into shitters, though.
Like, I don't know if that's different, and maybe other people are doing onboarding in that sense.
I mean, I don't onboard someone to, hey.
To be fair, I'm giving Bitcoin, not shitters.
Yeah, no, no.
I mean, I understand your version adds up, but his correlation was Fantom's going up,
because, obviously, that's where the Soul Casino is.
And I agree, and that makes sense for us that we are in and participating.
But if I was to onboard a Normie, I'm like, look, man, go spot buy some Soul, spot buy some BTC or ETH.
And then, I mean, we're good.
Like, I'm not going to say, hey, by the way, I set you up with an all-access pass to the casino.
It's down the street.
You're not ready to go yet.
But, I mean, with this card, like, you know what I'm saying?
I don't know.
I feel like that's a recipe for success.
It can backfire, right?
Yeah.
Yeah.
That's, I mean, not for success.
Yeah.
I don't know if you've seen the, have you been watching the Rasmur videos where he talks
about, like, these complex coins, like Eigenlayer and breaks down the white paper and then, you
know, puts a picture of Mog or Dog with Hat to just these normies.
Everybody just gets tuned off with this technical analysis and these white papers with these
technical coins that are, like, innovative.
And then, like, majority of the retail, all they want to do is to be part of a community
and, like, ape some fucking shitters.
I'm just saying, like, nine out of the ten times when you put, like, Dog with Hat or Eigenlayer
and you, and you'd say, oh, what does Eigenlayer do?
Oh, it's a restaking program on top of Ethereum.
They tune out instantly.
What do you say?
It's just a dog with a hat.
They're like, I like that one better.
But it's like, I just don't.
I get where that's coming from and I see his videos.
I think that's also demographic-based, too.
I mean, I don't know anyone that would be enticed by Eigenlayer, right, or any of that
bullshit.
But I do know someone that'll look at you and say, which one of these is my money not going
to go down?
And be worried about that shit, right?
Not necessarily the part of the community, but a lot of my friends are just scared to
lose their money.
So they just want to participate in the less volatile thing in that sense that they can
get exposure to.
But I do get what you're saying in that sense to where it doesn't make sense.
I mean, dude, Eigenlayer doesn't make sense to 90% of the motherfuckers here in this space
and they show up every day.
Okay, so what are you equating the phantom wallet being number three or number two?
Like, is it just people like Sol now and we're just downloading phantom wallets?
Or what are you equating this to being ranked so high?
Go ahead, Dan.
Go ahead, Ken.
Yeah, so about a year ago, or actually maybe a year and some ago, I was at Dartmouth College
and I was there for a conference on crypto.
I had a Moonbird sweatshirt on and I was waiting for my panel.
Two undergrads or three undergrads were walking by and they sort of accosted me and said, oh,
is that a Moonbird?
I'm like, yeah.
And they're like, oh, are you so-and-so?
Like, we're here for your panel.
I was at the business school and they went, they came all the way across campus to the
business school to see that.
And so I'm like, okay, I'll humor them and have a conversation.
And I asked them, oh, so like, you know, you guys are in crypto.
What are you doing?
Blah, blah, blah.
Yeah, we have a club.
We have a crypto club.
We're doing all this stuff.
So I'm like, okay, what'd you guys invest in?
Like, what's your thing?
Oh, we're all Solana.
And that was the first time I actually sat down and I'm like, all right, I have a group of
people and asked them a whole bunch of questions.
Why Solana?
Why this?
Why that?
Oh, I'm in tech.
It's easier to program.
Like, you know, that's what I'm, that's my major.
Transaction fees are cheap.
I can spend some of my pocket money on that.
And I realized that, you know, there's a demographic shift, right?
Because a lot of college students, right, seemingly were just literally on Solana for a number
of reasons.
Some was the cost, but maybe just their friends or, right, the few folks, their circle was
sort of Solana related.
And so I do think that, you know, perhaps some of the reason we're seeing phantom adoption
is because of those, like, younger networks of people, right?
The millennials and the younger folks are a larger generation than the baby boomers, right?
That's the future of, that's the future of basically the space.
And if these people on college campuses, if that's the de facto platform they're building
on, right?
When the bull market comes, like, all their younger brothers and sisters, like, all the
folks coming up, like, that's the stuff they're going to be using.
So I'm not too surprised that you might see, like, a lot of adoption on phantom, right?
The metamask generation that was ETH-based and was, you know, the last cycle probably is
not necessarily the largest portion of folks that are coming on board and being onboarded
today.
And I do think we're going to start seeing this sort of bifurcation where different
generations have the pathway they came through, but the new folks might be onboarding through,
like, you know, different pathways.
I think unit bias has to come into play as well here, just honestly.
Like, you want to buy one or two sol or you want to buy 0.18 or 0.00001 Bitcoin, you know?
Yeah, that's the whole reason why, you know, trying to figure out some type of currency that
makes sense when you explain it to people, right?
I mean, you're not going to be at Starbucks and be like, hey, this cost 0.00007 of a Bitcoin,
you know?
It's obviously you want something that's in the middle that makes somewhat sense.
Let's start using sats, I think.
Pricing and sats, but that gets hard at this point because everything is in millions and
tens of millions, but eventually that'll be quite easy.
But it's not only that.
But I think the other thing, too, is it's the user experience.
Like, if you get onboarded on Solana and the Solana ecosystem and you're used to using,
you know, Phantom and Jupe and having just this clean user experience, I think it's going
to be very hard to convince that user to come into the ETH ecosystem and use MetaMask, which
is an inferior product, or to deal with, like, 10-minute block times on Bitcoin.
Like, that's probably not the way it's going to go.
It won't go that way, but it's just sort of like, yeah, there's just always more money
to be made where there's more friction.
So, like, eventually I think you find some of those people filter through to these more
complex or different technologies.
But you're right.
Like, the easy way to get in is going to be Solana and just how easy that is for people.
Yeah.
And fewer are going to move over to ETH and Bitcoin without getting a proper understanding.
And this shit happened within a year, too.
I mean, I don't know.
Well, I guess two years or so.
Two to three years ago, bro, Solana was obviously for the poor's.
And you didn't touch that shit, right?
I mean, if you had some money, you'd be on ETH making your money on ETH and not crying
about some gas fees.
Like, you know, so it's just interesting to see that not only the paradigm shift, but the
tech shift as well to where people are now catering towards Solana-based products and
projects.
Go ahead, Jay Rizzo.
Yo, GM.
Expresso Chief.
Haven't spoke to you in a minute.
Yo, did you bring up TapSwap the entire time we were talking about this wallet, by chance?
Chief.
TapSwap.
Bring up what?
TapSwap.
I do not know what that is.
Okay.
So, neither did I.
So, I'm looking this up and I'm like, you know what?
You're absolutely fucking right.
Like, how did this get so popular?
So, TapSwap.
It's a tap-to-earn app on Telegram that uses the Solana blockchain to reward users to engage
with it.
So, essentially, they're using this phantom wallet to engage with this TapSwap somehow.
So, it's gained a lot of popularity, but something with this Tap-to-earn.
It's the Notcoin basically started this whole new meta now where it's just Tap-to-earn and
the Notcoin really blew up.
They had their, I think they had their TGE or their listing last week.
And now, since it's such a success, you have everybody basically trying to replicate that.
So, you're saying that this TapSwap thing is the next, like, the derivative of Notcoin
that's on, is it on Tonne blockchain or is it on the Telegram app and they're just using
Solana as, like, the network?
That's interesting because I wouldn't, I just, I can see that because I don't want to be a
direct competitor to the Notcoin.
So, I wouldn't launch it on Tonne, I'm just confused if it's on Telegram, why do they just
launch it on Tonne?
And then I'm kind of answering my own question.
Why, you know, there's nothing on Solana yet that, so, like, if you're going to create
a derivative, create it on another platform maybe so you don't kind of fractionalize,
like, like, the coplay sort of.
So, that's interesting.
I didn't know about this, but I have heard about people, like, the competitors starting
to rise up off the, off the recent success of Notcoin in this Tap-to-earn shit.
So, that's interesting.
It's just interesting just.
Obviously, Chief, you know, you ask the right questions, just kind of digging through,
you know, DYOR.
But, if that's something to look into, because obviously, Phantom's fucking blowing up.
Like, it's getting huge.
And if that's a gateway for normies to enter the world, I say, so be it.
It's all about the process.
Eventually, all roads are going to lead to Bitcoin anyways when it comes to crypto.
But, at least someone will have an understanding of it.
Like, what you were saying, Espresso, introducing your family like that.
It's kind of weird.
I think we all introduce a friend or family at, you know, these holiday dinners after a
bull pump or a bear pump or whatever.
It's kind of an interesting paradigm.
But, between these new kids graduating and the newer ones using AI, right, for the young
people that have younger ones.
I'm learning so much shit every day.
But, definitely come to the Daily Alpha to get the grind on and the hustle for the morning
coffee and all that shit.
So, shout out to Chief for that question.
You know, also, I think what we're, I forgot about this.
And maybe a kid knows a little bit about this.
I'm not sure.
But, last weekend, there was a Solana convention in Africa.
And, I didn't know if that was, Solana was like the main blockchain they used before.
But, after that conference, it seems like a lot of people in that area are kind of converting
over to Solana.
And, maybe we're trying to equate this to, like, our ideals.
Maybe this is just a lot of people in, like, Africa and maybe third world countries that
are now just getting onboarded to Solana after that conference.
So, maybe it isn't, like, normies or college students in America.
Maybe it's actually, like, a whole country that's now adopting the Solana blockchain after
that convention.
Phantom has an airdrop, too.
I mean, I'm going to just throw that out there.
I mean, obviously, that's been one of the factors the longest.
But, this uptick in downloads wasn't just because of the airdrop, as we've known about
it for so long, right?
So, there's obviously something else fueling this.
But, that's another kind of just secondary motive that people could be utilizing it is
the potential phantom airdrop and the exposure to an airdrop for the very first time that a
lot of these people have never had or experienced, right?
Something like ENS or anything just rewarded for being an early adopter.
Yep.
And then, yesterday, obviously, we had the Ethereum ETF news and had a nice little candle
there when it was announced and then just down only.
So, I guess the announcement was, like, when it went to $3,000 to $3,700.
And then, yesterday was just, like, kind of like, oh, it's finally official.
And, I mean, these things aren't going live until, like, June or July.
And so, it's not like there's, like, this constant demand right off the bat.
And then, also, I don't know if any of these eight ETFs have actually seeded it.
Because I remember that was a big discussion when the Bitcoin was, is, like, these ETFs have
to seed these things.
And, I mean, it was so quick.
And, I wouldn't imagine that they have, all these ETFs have actually bought their ETF yet.
So, I think that could be something that could drive price in the next month is possibly them
seeding these rounds and getting their ETFs ready to launch.
And, from my understanding, maybe by the end of June or early July is from my understanding.
So, definitely interesting.
I heard, I saw that from Mike Novigratz from Galaxy.
He was saying that it should go live June or July.
So, that was definitely good news yesterday.
But, really haven't seen, like, this token price.
We haven't really seen the token pump off of it.
So, kind of just, like, buy the rumor, sell the news, it looks like.
Go ahead.
Oh, it was definitely, that kind of, quote, unquote, priced in.
I think that that initial 15% God candle up was the pricing in, you know.
And, it was kind of foolish to think anything else-wise until afterwards we actually get inflows in.
Just pinned up top just to kind of wrap up this wallet talk that we had a little bit earlier.
But, definitely cool.
This was the Coinbase smart wallet thing that you were talking about, X.
So, Sygar said that he tried it out.
He said it's a game changer.
Went from no wallet, no extension at all on his laptop, to minting an NFT in under 20 seconds.
All while signing in with Biometrics, aka Touch ID.
This is how we bring mass retail on-chain.
Huge kudos to the Coinbase team.
So, all the info is up top if you want to watch the video.
It is actually pretty quick and cool how he goes, you know, in that sense.
It literally says, smart wallet, set up, ready to go.
And, you're able to download slash mint an NFT.
Sign in with your finger.
What do you think is safer?
A seed phrase of 12 words or your biometric data?
I've asked this question before.
But, I actually think biometric data would be safer.
There's no way anybody, like, could remotely take your shit.
Yeah, but that makes you a target, bro.
Yeah, it's safe until the motherfucker's like, hey, nice finger, dude.
I just need to print.
Yeah, you know, like...
Or knock you out.
I just need your eyes.
I just need your eyes.
12 words, bro.
You can put a gun to my head.
We're going to sit here, fam.
I don't know them.
You know, like, we're just going to sit here and stare at each other.
You, biometric data, you're going to start cutting shit until you find what you need.
You know, or torturing me until something, the door's open.
So, I think it's a little different on that end because you can play that like, yo, I just genuinely don't know.
Like, it's somewhere in my house, you know, or whatever you got to say.
But, it absolves you from receiving physical harm because they don't need to extract your biometrics, you know?
Yeah, I think that's going to continue to be a question.
But, I think for onboarding, right, I think just past keys and biometric data is probably better than trying to convince someone that they have to write down this seed phrase for the rest of their life.
They lose it.
I think for onboarding, maybe not talking about, like, chopping off limbs and torture.
Yeah, yeah, yeah.
Like, hot wallets are going to be biometric data.
And your cold, your vaults, and all that kind of stuff will be stored behind a seed phrase, you know?
And then that makes sense because you can onboard someone easily with their finger.
You can use your finger every day or your face every day for everyday buys and purchases, like, as if you're using Apple Pay, right?
But, and then the connection to the bank account can't be as easy as just scanning your face.
You know, like, the bank account has to be separate and vaulted out.
Yeah, makes sense.
Definitely makes sense.
Yeah, go ahead, bro.
I don't know if you have something else.
I have to go deliver this real quick.
I'll be right back.
Yeah, so I had the smart wallet thing pinned up top.
That was just to more or less finish up the conversation on that end.
Next, this is an interesting development.
For those of you guys that are on the Bitcoin side, we brought you that 24-hour Jack Butcher open edition, right?
It was one of, I guess, one with a question mark kind of in a sense, leaving it open.
We did tell you guys that Opepin and Chex and all of that, those were all open editions, something to keep in mind.
Anyway, just a little update.
He's individually signing every single one as a proof of work for the number of editions that were actually created.
And so that's actually pretty dope, in my opinion.
And then just paying down, writing a little bit of info about this actual project and event.
This open edition is mirroring a one of one that's actually for sale right now.
Okay?
And so I'm going to pin this up to the top so you guys can check it out.
It says, I strongly advise to not request that we reserve the price on, you know, his Sotheby's auctions, but rather keep it myself.
And then a lot of people were asking why.
He said it doesn't look good to the potential buyer.
The reserve price is $1 for his piece, by the way.
The very nature of the artwork is contradicted by gatekeeping price discovery.
This market has produced 35,262 copies of this piece, spending $282,000 that will inform accompanying the proof of work physical, signed by hand 35,262 times.
Bidding for this digital and physical pairs begin at 1 o'clock.
So, in creating his one of one on Sotheby's, and then in creating the open edition, however many generated from the open edition, which was the 35,000, he is creating a physical signature edition that will accompany the one of one with all signatures from the open edition.
As well as there are, quote unquote, planned supposed burn mechanics for this.
So, I'm interested to see what Jack's doing, dude.
And just, I have a shit ton of these.
I'm not really sure why people are minting something that was free.
Literally 100% fee.
I mean, even your fees were donated to charity.
And then flooring it instantly.
I mean, it is what it is.
If you like to lose money, there's easier ways to do it.
But, hey, it's up to you, man.
100%.
I didn't buy one of these, unfortunately.
You can get it for, I mean, I guess you can't get it under floor, but under the $6 that was donated to St. Jude's, if you'd like some.
I mean, like I said, he likes eights.
I have about 30 or so.
If it doesn't do anything, I donated $100 to St. Jude.
If it does something, you know, we're out here cooking.
So, that's just really how I'm looking at it.
It's kind of a low-risk play, in my opinion.
Mm-hmm.
There was Kraken just announced that they're listing a bunch of tokens.
Great.
Bowden, Trimp, Tenzer, Zeus, Nasana, Playdap, Zeta, Archimintel, Athena, Altlair, Pendle, Portalcoin, Safecoin, WinWinCoin, and Evo.
So, if you own any of those, those are all going to be available on Kraken, Bowden, and Trimp, obviously, the clear winners there.
And then, kind of, I found a few lists, and, like, people, you know, when that ETF got approved on the Ethereum side, Pepe fucking ripped.
So, people are kind of like, okay, what's some beta plays for Ethereum other than Pepe?
So, I found this nice little list, and I'll read it off here after I deliver this package.
But, definitely think there's a, there's a few.
That's a loud-ass truck, bro.
Oh, that's not even a truck.
That's a GTO.
That's not a GTO.
That's a G8.
Pontiac.
Here.
Sorry, guys.
Sorry.
I know, that's loud.
Um, I gotta, I gotta move.
This dude just turned on his car with automatic starter right in front of me.
Scared the shit out of me.
You're good, bro.
It's not that loud.
I mean, it's decent, but it's not crazy loud.
It was pretty loud when I was sitting in front of me.
But, uh, yeah, man.
Here, uh, here's the, the eighth beta play.
And then I have to go, obviously, go get a package signed for it.
So, I'll just read this off, and then I'll give it to you.
So, S tier is obviously Pepe, Mog, uh, and APU, and E&S.
So, those are all S tier, beta tier play.
So, these are, you know, beta would be something that's kind of like a co-play for ETH that goes
up when ETH goes up.
So, A tier will be Pendle, Milady, NFTs.
I agree with that.
Uh, at ETC, which is Ethereum Classic.
Uh, B tier is Athena, Arbitrum, and MNT.
C tier is Matic, Lido, SSV, uh, Optimism, Ethereum Phi, RPL, and Alt Layer.
Um, and D is StarkNet, ETH, and Renzo.
So, that's a nice little list there.
I have some more charts that are kind of showing you stuff that's, uh, trending, uh, as like
a play.
Um, but I'll get back to that when I get, I have to go get the signature real quick.
So, I'll be right back.
If you got something you want to bring up, feel free, Chief.
I'll be right back.
Yeah, I got a quick one.
Uh, really quick.
We've been following Ordillas, uh, for a while, you know, since they minted and whatnot.
Um, a while back, there was some type of alpha to where if you had a Naked Dilla, uh, no traits
or anything like that, you're going to receive a secondary airdrop, if that matters to you
or not.
Um, pinned up top, uh, our collection of 133 portal Ordillas will be claimable on Magic Eden
on May 28th.
Claim one portal for every Naked Dilla that you have.
So, if you do have any Naked Dillas, you'll be able to claim your secondary piece of artwork
up top.
Um, just follow the, the link on the 28th and you'll be ready to go.
So, I don't know how many people are still interested in Dillas.
Um, I mean, I still hold a bag in the sense of, I think that it's original art.
They're round.
I mean, I don't really fucking know.
That's all I got.
Original art and they're round.
So, uh, next, this is a little bit lengthier, but we'll kind of break this down because I
do think it's pretty big.
There is a, um, free, I guess, mint that's going on.
It's an access pass for something called Flea Mint Ecosystem.
Whale did a thread earlier today or not whale.
Well, sorry, Charlie did a thread earlier today.
I got it pinned up top.
It says, you've probably seen the Flea Mint Ecosystem on your timeline.
You probably know it's all about RWAs, which is real world assets, but there's much more
and the mint is a hundred percent free.
The supply is quite exclusive and it's all happening on the best chain ever.
Um, it's supposed to be Bitcoin, but I guess it was a typo.
Uh, Flea Mint combines physical goods with blockchain and reduces counterfeiting and providing
unique digital experiences.
It crowd funds revenue positive projects in a web two and web three spaces.
Contributors can earn rewards by sharing up to 30% of the profit.
Flea Mint Ecosystem focused on tokenizing real world assets, leverages blockchain and AI,
and has effectively tokenized 500 million assets.
Uh, they are also backed by major venture capitalists and partners worldwide, including Amazon,
LDA Capital, Yo Gold, Lion Capital, Fantasy Dollars, Scarlet, Quiz 2 Coin, GDA, MCP, and many others.
Flea Mint Pass Utility is considerable.
Wireless for future projects, full Flea Mint access, enhanced marketplaces, and social analytics.
Voting rights, up to 1.5 rebate on purchase.
Fee list swaps, discounted rates, reduced platform fees.
Mint details, mint details, um, it's free.
It will be to be announced.
First week of June is projected date.
Uh, supply is 888.
And all the info's up top if you'd like to keep informed and just more or less have notice
on for when this goes live.
I mean, free Ecosystem Access Pass kind of reminds me of that frame and all these other,
I guess, attempts to create a RWA platforms.
But this one seems more so as a one-step pass platform into just, um, kind of decks, creating
deckses for all of these assets and items, right?
In an RWA kind of scenario.
So, somewhat interesting.
Free, man.
Like I said, it was just an opportunity.
So, if you guys are interested, it's up top.
Yes, sir.
And then, uh, just all the things I labeled off, there's, I pinned up a chart for you,
just, like, showing you that it is, if you're holding ETH or you're holding ETH, these are
outpacing ETH.
So, you know, typically those are the beta plays.
So, just a chart showing you that.
And then, uh, looking at, like, these RWAs, um, pinned up.
Ando looks to be in a nice little, uh, nice little breakout here.
And, uh, found this.
And this makes a lot of sense.
I didn't really think about this.
But then the more I thought about it, I was like, this obviously, like, this is fucking obvious.
But, uh, the RWA sector is one of the biggest beneficiaries of the spot ETF approvals.
It effectively confirms ETH as a commodity.
A bit to know, uh, explicitly stated, it's a green light for tokenization of all assets
on Ethereum.
Think of Link, Ondo, or TwoBig, TwoBig, that's a bet on this.
You also have Chex, which is a token, um, that has some BlackRock backing, too.
So, um, obviously, you wake up this morning and you see, like, these RWA sector kind of
popping off.
I think what this kind of tokenization, what Larry Fink's been talking about, now that ETH
is a commodity and other, you know, other tokens are probably going to be considered
the same.
I think this, uh, this opens up the RWA sector and, uh, could possibly be one of the top sectors
this cycle, um, now that ETH is now deemed, you know, as an ETF and has, has, like, commodity
status.
So, man, yeah, I think that's kind of, like, the biggest winner here is probably the RWA
sector, in my opinion.
And just, like, looking at, uh, these charts and Ondo's pumping, Chex is pumping, you have
Link now that's, like, helping with these, uh, big institutions with, like, fractionalization
and shit.
And I think that might be, like, a nice little beta play, too, is delving into these, like,
RWAs, too.
So, yeah.
And I saw that yesterday.
I was like, dude, that's, that's a good point, man.
Well, I mean, I, I hadn't really considered RWAs with ETH or any kind of crossover in that
sense, because, I mean, you see them primarily trying to focus on, I guess, faster.
I mean, I don't know if that's what they're actually looking for, is faster transactions
and cheaper fees, right?
So, you got them on Solana and Peak, which that's, I mean, I'd love to hear from Scott
on, on just how, or what exactly this does for them.
Because, I mean, in a sense, Peak is its own network designed for RWAs and D-Pens.
So, when you have these specialty niches pop up, I mean, it's probably is EVM compatible.
So, in a sense, it does benefit from this kind of, you know, regulatory act ETF.
But, in the long run, I don't really see it having that direct, because they're, like,
they're competitors, you know?
So, I don't know, dude.
I want to see how Peak and that Solana play out, because I really don't think that Ethereum
will be the base for these RWAs.
Yeah, it'll have a bigger liquidity pool or access to, but when you want these quick
tokenized actions or the ability to trade in marketplaces, I think that you're going to
need a Solana, a Peak, some type of L2, L3 to supplement that.
Well, I think when you're trying to bring the stock market on chain, right?
Like, a reason, you know, a lot of these stocks are considered securities.
So, I think when you're talking about, like, bringing, like, what we do, the Wall Street
onto crypto, I think this is a big green light for kind of starting that process of possibly
bringing, like, mirrored stocks and stocks onto the blockchain now that these things won't
be considered off the bat a security.
So, I think that, you know, you have to do filings if that's, and, like, get a lawyer,
and, like, if it's deemed, like, decentralized and it's a commodity, then you don't, like,
it's a lot less expensive and shit like that.
So, I think that's where I'm coming to the realization here is, like, this is probably,
now that this is an ETF, and now we have, like, commodities, and now we have securities
exchanges, like, separated.
If you, if you're deemed decentralized, like, I think you're starting, you're probably going
to start seeing that, like, that infrastructure built, and we'll probably have, like, on-chain
stocks probably in the next five to ten years, in my opinion.
So, I mean, I think, I think the other thing, too, is there are many assets that don't, that
don't require high-frequency trading, right?
So, I think, I think the way to think about it is not really stocks, frankly, right?
I think it's, like, more illiquid assets when you think about things like mortgage-backed
securities that trade into trillions of dollars every year, but you don't necessarily need
those to be trading, right, every second, right?
And so, you could see scenarios where people want to use Ethereum or, you know, some EVM
chain because, one, they're much more liquid markets, right?
They're larger, and, you know, you could argue maybe more secure relative to some
of the high or nouveau chains, right?
So, I think where, when you think about, like, a BlackRock, I don't think BlackRock is trying
to now take over stock trading.
I think BlackRock is looking for ways to kind of widen the market for more illiquid assets,
right, where all of a sudden liquidity can flow through because they're tokenized, they're
global, they're more accessible, they're very viable on-chain.
Like, it's that kind of stuff.
Like, there's so many derivatives that sit off of markets that kind of are in, you know,
essentially like a peer-to-peer private markets.
Trillions of dollars trade to those markets.
If you can kind of bring some light to those markets where other people can bid for them,
you can kind of have a larger market declare and get better pricing and execution, then
I think that's more likely where the BlackRock's of the world are go-to.
And those markets are humongous.
Are those, again, like, when you talk about these secondary, I guess, flows or these inner
workings or circles, in that sense, do those trade separately or are they, like, one-to-one
backed based off the stock market or is it, like, independent ecosystems as whole?
They're independent.
So, I'll give you an example, right?
So, before the financial crisis, I used to work for Fannie Mae.
Fannie Mae was managing a $4 trillion book of business, like mortgages and mortgage-backed securities,
$4 trillion.
The way most of those assets traded were through broker-dealers, right?
So, for example, Bear Stearns was a large broker-dealer.
They failed.
Like, Bear Stearns was actually the first investment bank to collapse during the financial
crisis because Bear had a lot of mortgage-backed security exposure.
And then beyond that, beyond the primary mortgage-backed securities that are backed by housing,
you also have derivative markets on top of that.
And those are more, like, contracts between, like, financial institutions, central banks.
They're all these sort of just off-the-books or off-market contracts.
And part of the problem of the financial crisis, frankly, was no one had visibility to all these
contracts, right?
It's not like they all traded on exchanges.
So, if you think about BlackRock, if you can bring some of that market where these are,
like, peer-to-peer contracts that run into the billions of dollars, trillions of dollars
every year, if you could figure out a way to tokenize some of them and let them trade
on more open marketplaces, then you'll get more liquidity into those markets.
You'll get better pricing, right?
If everyone can see that contract and get an exposure to it, right, then all of a sudden
you can create these new markets that never existed because most of them were just sort
of, right, being brokered by banks.
And that was part of the problem of the financial crisis.
And I think that's where, frankly, to me, the biggest opportunity is, right?
And you can determine how you want to permission them, right?
Maybe they're semi-permissioned, maybe they're not.
But the point is that people can actually see the value of those contracts and then understand
that market exists in the first place and then figure out ways to take exposure to it.
That, to me, is the bigger opportunity because there really aren't very visible markets for
some of these assets.
Is there, I guess, downside to, in a sense, new participants without no ending?
Tricoccy is like, if I'm a whale, let's just say I'm a crypto whale and I come into these
now housing markets, whatever.
And to me, it looks like an opportunity.
And could I disrupt the market by just injecting or moving sporadically?
No, you can't.
And the two reasons.
One, you probably won't be allowed to participate.
So it'll be semi-permissioned, right?
There'll have to be some kind of threshold for, right?
It's more about these larger institutions now having a better way to trade with each
other and then having-
Okay, that makes more sense.
Yeah, and having his way to the market.
And then if you think about it, right?
Long term, somebody's going to figure out some way to get exposure to that market and
then bring it downstream, right?
So it's like, I have exposure to the primary market.
I can trade billions.
If I see a market like just whales on chain who want exposure, perhaps you can figure out
ways to aggregate some of that capital and give them a path in.
But that's not the initial viewpoint that, I mean, because the Black Rocks of the world,
all these guys see these things on the side of these markets, they have all the relationships.
They're trying to figure out how to make those markets more organized.
And so that'll be the first place they start.
Like, they don't need the guys on chain.
Like, on chain capital is nothing compared to, right, the trillions that sit off chain,
right?
So they're going to organize those markets first.
And then maybe way down the line, folks on chain who are just sort of normies with,
you know, pseudo-anonymous wallets.
Like, that's not a concern in the short term.
That's way down the line in my view.
No, that makes sense.
Yeah, because, I mean, that's the last thing you want is introduction to these, like,
mortgage security rates and all that.
And you just have, like, DGens out there DGening.
Like, yo, I just bought, like, 50 houses.
And, you know what I'm saying?
Just doing dumb shit to where it's irregulated and makes no sense and actually disrupts real markets
in real life.
And the key thing is, right, the key thing to think about is, you know, transparent global
settlement.
Like, that's really what they'll be coming on chain to do.
Because at the end of the day, most of these entities will, like, obfuscate their client
base, right?
If I have clients and I want to charge them fees, like, I'm not going to make that visible.
You'll just see me as a trading entity settling these transactions.
But in terms of the users and, like, where those money flows are, those primary flows,
they're going to be private.
But the point is, if all those private entities can come on and say, I have X amount of capital
I want to play in this uniform market, if BlackRock can just organize that market and tokenize
it, make it semi-permissioned, like, that's a massive step change.
Like, that actually makes those markets so much more liquid because now you have some
level of transparency into the assets that exist.
That's great to break that down.
That's a good breakdown, man.
And, like, just imagine if you could put, like, mortgages on chain and RWA.
That's the future.
Like, a house sells, like, after you go through, like, the underwriting and all that, like,
houses sell, like, what, you know, like, every five to six months.
And if you maybe put it on chain, now you can, like, double or triple that.
And maybe you could sell a house and a mortgage every, you know, three weeks or something like
that.
So that's going to speed up the process of, like, stuff that takes a long time and has
these middlemen.
And, yeah, it's going to be interesting to kind of see how that evolves over time.
I saw this yesterday, and this is interesting.
Algorand came out with a commercial.
I don't watch TV.
Maybe this was just on the internet.
But, I mean, there, I mean, you could watch it yourself.
I put it up top.
But it's basically three people going to a grocery store, and there's this one cashier.
One of the people is a Bitcoin person.
One of the people is a Solana person.
And one person is an Ethereum person.
And they all have issues kind of paying for crypto at the grocery store.
The Bitcoin person, the cashier, says, well, it's taking too long.
You have to wait here for 27 minutes for this transaction to confirm.
You have the Solana person that keeps trying to check out, but the blockchain goes down,
and he can never check out.
And then the ETH person won't check out because gas fees are too high, and he's basically
paying $106 to pay for his thing.
And then it spans to the next register, and it's a bunch of Algorand people that are basically
checking out in seconds.
And it's just kind of interesting to kind of see Algorand basically taking this approach
of kind of like the competitors and shitting on it.
And then I saw this from Zach, and he kind of broke it down of why this is not, like,
it makes no sense to me that they're taking this approach with this commercial.
It's like, this kind of marketing makes no sense to me.
Who does this ad appeal to?
Non-crypto people will just walk away with a negative impression, yeah, crypto sucks.
Not even knowing it, it's an ad for crypto.
At best, people will assume Algorand is some kind of fintech payment processor, but will
be put off when they learn it's crypto too.
Crypto native people will see this as unnecessary combative, and be salty.
You talked about their bags, the Tezos anti-BTC ESG marketing effect.
It's a lose-lose either way.
You don't make normies more willing to use crypto product by giving them a negative impression
on crypto, so I thought it was kind of interesting.
Never really thought about that.
It was like this bashing of crypto from other crypto companies to kind of market their brand
as something that's faster and more secure.
It doesn't make a lot of sense, because a lot of people that are going to see this are
normies, and they're just going to say, yeah, crypto sucks.
But crypto native people are going to be like, dude, what the fuck?
Like, you're being ridiculous.
Obviously, Solana doesn't go down every fucking 15 minutes.
Obviously, Bitcoin doesn't take 27 minutes for a transaction.
Obviously, Ethereum doesn't have $100 gas fees.
Those are all anomalies.
And this marketing is kind of what people do, is they create these extreme norms as a
proof of why their blockchain or their brand is better.
So I thought it was just like an interesting commercial.
And I don't know.
I didn't, like I said, I don't kind of agree with that kind of path on marketing either,
man.
It's completely stupid.
So, like, the space isn't big enough for everyone to be fighting over who's the best.
It's like, everyone needs to be, like, bringing each other up.
Yeah, I totally agree, man.
It's a ridiculous advertising campaign.
And I don't know how I got through whatever fucking committee did that.
With the pizza day, right?
You had USDC and Coinbase outside trying to sell pizzas for a dollar, right?
But you had to KYC and set yourself up an actual Coinbase account.
Go through that whole, you know, the bells, the whistles, the new signups.
Or you could have went to PubKey and just got pizza for free on the Bitcoin side of things,
right?
But I just like the ethos kind of lore aspect, the going back and forth.
I mean, it's not supposed to be a day full tribalism in that sense of, hey, you know,
Coinbase, USDC is better than Bitcoin and that, right?
It was supposed to transcend just the individual tribalism that's there and just be like, yo,
this is a day that officiated that, you know, this thing that we all are in, crypto, can
be used as a form of payment.
And this day, it was used as a form of payment for XYZ.
But you saw even the protests happen in front of the Coinbase bus, you know, just the going
back and forth with the PubKey people.
So, I mean, you can sit there and it'll always have that maxi, you know, your shit's a shit
coin.
Bitcoin is the only thing.
But in reality, everything has its own specific use cases.
But doing this tribalism shit, like you said, for a normie walking by, he's just like,
why are these crypto nerds fighting, right?
This guy wants a dollar for his pizza.
Those guys are saying Bitcoin pizzas are free.
Like, I just want a slice of pizza, bro.
And you miss the opportunity to onboard anyone because it just looks like, why are the crypto
bros fighting?
Why are these people protesting here?
And, you know, you lose that.
So we saw a little bit of that occur literally yesterday, too, dude.
Well, so, I mean, to be honest, like, I think there's going to be more of this, but this
will increasingly become irrelevant, right?
Because at the end of the day, right, the folks that own the distribution channels, right,
if you're sort of traditional distribution, it's MasterCard and Visa.
If you're online, it's Stripe.
Like, those guys are going to determine how, like, people on board, right?
And the reason why you see a Stripe, for example, now getting to stablecoins, right, and kind
of pushing it back into their product is because it's a lot cheaper to actually settle stablecoin
transactions than dollar-denominated transactions because of the way the regulation is designed
and how many middlemen stand between a credit card transaction and actually selling that.
So if you're Visa and you have massive penetration in terms of users using your cards, your digital
cards, whatever, and you're saying, look, this is dollar on chain, it's cheaper to settle,
I can cut out all these, like, middlemen and all this regulation, and I can go to normies
and say, hey, this thing is a dollar, but it has some sort of, like, special attributes.
One, it's going to cost you a lot less in terms of selling your transactions.
And two, potentially, I think we'll get to the point where the stablecoin guys start actually
giving people a cut of the interest they're earning, right?
So if your money's in treasuries and these short-term paper, and, you know, once it gets
really competitive, you'll see, like, interest-bearing stablecoins.
And I think that would be the massive onboarding because not only can you now get interest on
your dollar or dollar equivalent, right, but you could still use the same things you use
every day.
I don't have to change my behavior, I'll still use my USDC debit card or credit card
or whatever it might be.
And I think that's where you get the massive onboard, where people start using stablecoins,
and then you get products built on top of that.
Perhaps you want to now hold other assets, buy Bitcoin or ETH or whatever, right?
You'll see how you can then graft all those other products in a very simple user experience.
So ultimately, the thing to watch is, where are the large distributors going?
Like, what platforms are they going to use for stablecoin settlement?
Like, it's not going to be the algorands of the world who are, in my opinion, going to
just generally be irrelevant, right, to this massive onboard.
It's what those guys that have distribution are going to leverage.
And I think that's where you're going to see, all right, the masses really onboarding without
even knowing in the first place they're using CryptoRails.
Wasn't there something?
Oh, sorry.
Wasn't there something about XRP yesterday?
Let me see if I can find it.
They're able, like, banks will be able to use it yesterday.
Well, it's because they got the ban of the CBDC bill, right?
That they said that they're not going to set up the CBDC.
So now XRP is like, yo, finally, it's our time.
We've been waiting for this forever, right?
And that's been the XRP narrative that it would be the payment rails for banking systems
and institutions to use for settlement.
And so that's kind of why I feel like, I mean, well, why yesterday, you know, you had
that XRP kind of bullish news as well because of that anti-CBDC bill.
Yeah, but I think that time has passed, right?
And like, so years ago, I was talking to Ripple about possibly, you know, working with
Nigerian banks.
And first of all, Ripple wanted to charge anyone that even wanted to have a conversation
$300,000 to start the conversations.
All the banks said, like, screw you, forget it, right?
And I think now we're at a phase where stable coins are actually going to be the way you
see a lot of institutions settle because I do think we'll get a stable coin bill.
I think we'll get banks getting to that business, right?
And once that happens, it's like, you don't really need Ripple, right?
Because you already have dollar on chain.
The banks have a way to make money from it, right?
By basically, right, minting your digital dollar and then putting the rest in treasuries.
The U.S.
Treasury is happy because it's going to be this market just bidding for treasuries, right?
And so you can refinance U.S.
debt, all that stuff.
Like, that to me is the new, like, killer app.
And that's what XRP Ripple was going for in the first place.
And they spent a lot of time on resources.
They were in Asia.
They were everywhere.
It never really took hold.
I mean, some of it might have been the regulatory challenge.
But at some point, like, actually, I think Ripple essentially got out of that business
like a couple of years ago.
They pretty much, like, pulled out.
I think maybe when the litigation came, they kind of, like, held things back.
So it's sort of like, you know, that use case in terms of Ripple being the settlement
platform within the banks, first of all, to me, I found out it was going to be really
hard for them to pull it off because the large banks aren't going to defer to Ripple to now
run that market.
But two, like, stable coins are a much better iteration or version of that.
And they have global adoption already and distribution.
So I don't know how, like, Ripple XRP sort of gets back into that business.
You know, maybe there's some angle they have there.
But it's not going to be as this global platform for settling into bank transactions.
It's just not.
Yeah, I'm not going to pin it up since we're just going to kind of move on.
But Judge Torres releases a new document giving all clear for all U.S. banks and institutions
to accept payments in XRP.
So that's what happened yesterday.
We've got AD up here.
I want to say what's up to him before we move on.
You got a comment on this or are you just hanging out and chilling, bro?
How are you?
Just chilling.
Oh, what's up?
I was going to say, not pushback or anything, but how often do we talk about algo?
Never.
So I guess this is why they did it, because we talk about it, right?
Negative.
Yeah.
Negative.
Exactly.
Negative press.
Everything is controversy, right?
You got to make it controversial to forget people to talk about it, right?
So I saw it and I was like, dude, this is such a Web 2 commercial, right?
I'm like, they are going to appeal to people.
That looked like a real fucking commercial.
So I was like, all right, interesting.
Yeah, I think that the jabs that they took at the other chains is almost like a meme, right?
I took it as more of a, ah, these guys are trying to become, like, relevant, right?
Because, dude, who the fuck talks about algo?
Nobody.
I didn't even know they were that fast-paced.
If anything, I learned that algo has this fast transaction speed.
If anything, that's how much, like, it educated me, bro.
It actually is really good, um, good tech.
A lot of governmental stuff that's in it.
So, like, one of our friends is, like, a seed investor and that stuff.
And, yeah, they're somebody that just lurks in the shadows.
But, hey, maybe they're trying to get a little bit more, um, come up to surface.
You know what I mean?
So, yeah, I saw that commercial.
I was like, ugh, ugh.
This is a little massive.
Did you actually see it on TV?
Did you actually see it on TV or you saw it on the internet?
Did you actually, like, what?
Oh, I saw it on the internet.
Okay.
I was like, what television did this come on?
Like, did this come on, like, CNBC in the middle of, like, a Jim Cramer, reverse Jim Cramer or some shit?
I don't know.
But, yeah, that's crazy.
So, yeah.
I mean, I looked at it like this.
Coke is going to mess, you know, going to do ad campaigns shitting on Pepsi, right?
Like, it's kind of one of those things.
Yeah, 100%.
And then it's kind of crazy that we're talking about this.
But I mentioned this yesterday as, like, there was a rumor.
I mean, it's not been a rumor.
It's been known for about a month, two months, that the Doge dog, Kabosu, basically was on its deathbed.
And it passed away last night.
So, RIP.
But it's kind of interesting that we have the top mean Doge and Harambe kind of having their kind of passing or their anniversaries now kind of four days apart from each other.
Harambe, I would say, is probably number two on, like, viral.
I'm not saying maybe it's not number two, but it's pretty viral.
I mean, Elon Musk knows about it.
I mean, if you go walk up to a normal person, you ask them, like, do they know what Harambe is?
I would say that they understand.
So, maybe this, maybe in next year, this might start, like, spark some kind of meme coin cycle with, like, the two most viral memes anniversaries and, like, four days apart.
I don't know.
It'll be interesting to track this.
You got a little bit of volume right now.
I mean, just catching a bit.
So, they created Rest in Peace Harambe, the rune.
That's something, too, that I've noticed a little bit more often now within the last, I'd say, month.
So, anytime that there is some type of successful shitter on Sol, on ETH, or anything like that, you're having groups of people try to replicate it over there on the Bitcoin side.
Now, to say that the volume is the same, to say that it even moves like a shitter is a little bit of a stretch.
But they are catching bids, right, in that sense.
So, you have Rest in Peace Harambe, 1.5 worth of Bitcoin traded within 24 hours, just minted out, just DGENs, DGENing, bro, sitting at 48 SATs right now.
So, something to keep an eye out on if you want to DGEN and you want to support either or is that also consider the Bitcoin side of things.
As people are spinning up runes and the Donald Trump, that thing's up, like, 100% to the week, right?
So, something that you've got to look at, it's like, now we have a new, quote-unquote, playing field, right?
Whether or not you think that the playing field has enough players, that's subjective.
But to ignore the fact that things are being spun up and that there's early opportunity there, it's kind of foolish.
So, is this from the official site expression that you pinned up?
Yeah, I was just like, the Solana people and the DGENs, I guess this has to, I mean, they've always been quick to the punch.
If any kind of meme that goes viral, there's a meme coin and a contract that pumps up.
And, like, the Runes community or whoever runs these degenerate-ass tokens didn't have, like, the same kind of effort level as the Solana community.
And now when I kind of see this, like, it's starting to, like, all right, we're starting to get the degenerates.
We're starting to get the people that are taking this seriously and, like, trying to find memes on the internet and trying to create tokens and trying to create momentum.
I know these aren't going to trade like Solana, but it's definitely good to see, like, people trying to take advantage of, like, different narratives on different chains.
I mean, Harambe passings in four days, maybe this, you know, I don't know.
I would imagine this is probably not going to be a trade just because it's so new.
People that did mint it are probably in profit using the narrative to kind of dump on people.
So, I would imagine this probably goes down.
And then once Harambe's anniversary happens on the 28th, it probably, like, really goes down.
But it's just, like, this is kind of like a checkpoint of saying, all right, we're starting to get a little more degenerate.
We're starting to get the people that know memes and memetics starting to, like, create tickers on runes.
And I think we're probably starting to see, like, some pretty good memes coming out in the next two or three months on runes.
So, I think this is kind of like a nice little development because we've always been saying, like, all these tickers suck.
You guys can't meme.
I mean, why don't you just take memes that are successful on fucking Solana and just trying to repurpose it with, like, 13 tickers.
And rest in peace, Harambe is kind of the first step in that.
And I would imagine there's probably going to be more of these probably in the next two or three weeks that probably, like, do take off.
Dude, these are cooking.
If you can sit there and watch.
I mean, same thing as early BRC20s.
I think a max min on this, rest in peace, Harambe, was, like, $30 to $40.
Now we're sitting at about $700, $800 for the max pack.
So, if you're in the business of just making quick flips, mint and flip, once again, it's, like, this is a whole new playing field for you.
And so, just, you know, approach it accordingly and just realize that these things are also happening on Bitcoin.
So, one thing I also want to speculate on, and I'll pull it up, is Coinbase, I think, introduced yesterday or the day before, AVAX staking.
So, starting 20 hours ago, AVAX staking is live on Coinbase, earning up to 4.4% APY.
And there, I mean, other than the AVAX token, there aren't AVAX coins on Coinbase.
And now that they're allowing staking, I think there might be some speculation here that there might be starting some listings of AVAX coins.
Maybe you start seeing shrapnel on there.
Or maybe you start seeing, like, guns from Gunzilla Games, that's AVAX.
Maybe you start seeing Kakinu or NoChill start popping up on Coinbase.
So, now that they're kind of doing staking for AVAX, there might, you know, we saw a massive surge of, you know, Solana meme coins and Solana tickers going on the base.
And that really pumped the ecosystem.
Maybe next here, it looks, maybe it could be AVAX.
So, I'm just speculating.
If this does come to fruition, you start seeing these listings.
I mean, I would imagine, like, NoChill, Kakinu, fucking shrapnel will fucking pump off just a Coinbase listing.
So, starting to see this and just, you know, I'm speculating, right?
Like, it might not be a bad opportunity to maybe pick up a few of these AVAX, these leading AVAX coins that could be, listings could be imminent.
Do you still have a bag?
I don't.
I don't.
Do you still have a bag of the Kakinu?
Mm-mm.
Oh, okay.
I still do.
I'm surprised Doge didn't pump with this news of the dog.
I mean, yeah, Doge didn't pump.
Or with the ETF news.
So, it also shows you just the differences, right?
I mean, Doge ran with the AMC and the GME bullshit, but then when we get actual, quote-unquote, substantial information, right?
Doge sat the same.
It just makes me think that we're probably going to be trending.
Like, if you had to predict going into next week, are we going higher or lower?
I think my prediction is lower because if we were in a frothy bull market, this kind of stuff would pump things, right?
Like, the death of Doge dog, fucking this kind of stuff in a bull market would just pump it to fucking crazy levels.
And now that, like, you're not getting these pumps and everything's kind of like, eh, I don't know, we're losing focus because there's too many memes or we're not in kind of this bull market that we think we are yet.
So, this kind of makes me think going into next week, we might be going lower just because typically this kind of stuff in a bull market just pumps to Valhalla.
So, you know, it's kind of making me think we're not as frothy and not as enthusiastic as we have been.
Go ahead.
Yeah, no, people would have been just spending money to celebrate the dog passing.
Like, hey, I'm going to buy a thousand clip, you know, in his memory type shit.
Pinned up top, an artist that is one of my favorites, did the beef Broncos, has always done experience kind of based experiences.
Shit.
I mean, there's no really other way to explain this, right?
At Marfa, he did a barter system.
That's how you were able to actually acquire one of the beef Broncos.
So, pinned up top, the artist's name is Died With The Most Likes or Toed His Back.
Info, Mint Zero Has Been Birth.
Nameless Fucking Dread.
May 30th at 3 p.m. Pacific Time, 2 p.m. Central Time, 669 slices of pure fucking hell.
First 45 Minters will receive dessert watercolor paint.
I mean, I don't even know what, oh, desert watercolor paint, I don't know what that means.
Maybe it's a physical, maybe it's another piece.
Join a meeting and you'll never leave.
Ensure a lifetime of digital suffering in a single dance.
Die With The Most Likes.
So, all the info is pinned up there.
You can go into the actual art collection and see some of the pieces.
And everything is clickable.
So, something to check out and kind of just explore the actual art pieces themselves.
But something that I want to be looking at, I mean, there's no real price yet, no information on it.
But I've been trying to chase these out since the Beef Broncos, dude, and Miss and Marfa.
So, putting this on you guys' radar as it will be highly coveted.
It is a small supply and most of the artists probably have a boner and aren't going to tell you about it.
Yeah.
Beef Bronco, man, that was one of the better stealth mints last year, bro.
If you were in the know, man, that was a fucking cook, bro.
And now every time everybody goes to convention, we have to have like a person on the street that like has my emergency phone number.
So, if anything, any of this shit happens in the middle of the night, you've got to call me so I can cook with you guys.
But, yeah, Blast, something that's going on.
We have Wolf Game that has bridged over to the Blast, which is definitely an interesting thing.
And they have tomorrow, the Caves of Cave Game opens for nearly 30,000 Blast Sheep.
A mondium into his first step in the fertile land of Blast Layer 2.
While more details and white papers shall arrive in the due time, I should have remissed that not to share some exciting details.
So, it's kind of like a little thread of what's going on.
I mean, I've been hitting Began up.
He's a fucking, they're saying they're running it back.
Turbo, you see Auto Suin basically like running, like we're running back Wolf Game.
And like if you don't know a lot, like Auto Suin basically was known for Wolf Game.
And, you know, now he's a fantasy top card and he has over like 100,000.
But a lot of, you got a lot of that following, a lot of that money from Wolf Game and all these motherfuckers are saying that they're running it back.
So, if you're in the know, if you know anybody that's been in the trenches of Wolf Game, I would get attached to them and try to figure this out.
Because I think there's a lot of money to be made off this replay on Blast.
So, I'm kind of just breaking down the through.
Is it going to work the same?
Is it going to be the same game?
I mean, I don't know if anyone's in the crowd or knows, but is it going to be, you know, I never kept up with it past the original base concept, right?
I was balls deep in Wizards and Dragons getting rugged.
So, you know, I don't know if there's anything more.
I tried to play this cave game.
I couldn't play.
I didn't have the required tokens or whatnot.
Or maybe it wasn't open for us yet.
But I'm interested.
I did that initial claim.
And Game of Gold was dog shit, bro.
So, like, I don't know.
I got in late.
I got cucked and sold everything and just waiting on Blast and Pepe's now.
But, hey, let's go Wolf Game.
I just need to get some information on how to play.
I don't know much about it, but they said there's some details in this thread that maybe can answer some of our questions.
So, if luck is with you in the pursuit of treasure, pouch wool and golden points shall be bountiful.
Golden points shall be determined.
You're ranking on the cave leaderboard.
Where they will discover eventually granting even greater rewards.
All right.
So, of course, more rewards await in the lucrative deaths.
Prior caves will assess items like headlamps, detectors, goggles are essential in your quest.
These items, heavily looted in the past, are rarer.
The shoekeeper is eager to accept your wool in exchange for them.
But, for some, true thrills may be found in this exciting discovery, new gems.
These gems are infused with essence that may empower sheep and wolves, with wolf gems appearing very rare indeed.
Further research requires to unlock the power of these mysterious gems.
As proceed, more yet, more caves shall be discovered and opened as they become filled with treasure seekers.
Each cave lasting a number of days.
First mover advantage has lessened.
With many opportunities to begin and new remain competitive within.
This is the nine, so I'm almost done.
Incoming weeks, your sheep and wolves shall migrate to join blast sheep in a fresh pasture of blast D2.
While sheep mine capably, the more lucrative deaths of the cave can only be delved by truer sheep of the flock of wolves of the pack.
Exciting opportunities shall be unveiled over the coming weeks.
Tomorrow, I extend the offer to buy golden boxes for ETH slash USDB, if you choose to,
which may contain cave items, food, pouch, wool, token, fermi pouch, and golden shovels that may unearth more golden points.
It should be noted, however, that the golden boxes cannot contain rare or legendary gems.
I was not able to procure enough to fill them, so must discover them yourselves in the caves.
Let us appreciate the moment of rest and relax tonight, cave game Eve.
For tomorrow, the floodgates open and bountiful treasures away.
Prepare yourself.
So it looks like this is a different game and involves these caves where you go in and you have to, I guess, basically mine blast gold.
I guess that's what that gold would be.
So it's a different game, different strategy.
And it looks like a lot of this other stuff that's on ETH should be migrating to blast next week.
So, yeah, it's going to be interesting.
I would imagine the people that are wolf game maxis are going to be fucking taking advantage of this situation since it was such a money printer last time.
So, yeah, that's going on.
Probably one of the best ways to get blast gold if you are looking at it.
And then on that note, something that I don't know, if we get assets for this, if anyone receives physical assets in your wallet, make sure to set these as the jackpot, guys.
It's a brand new protocol.
It's a brand new, let's just say, the who's who debuting on blast.
And so the chances of them winning the jackpot are probably higher than any of those that have won two, three times beforehand, right?
Since you get all those, what is it, six or eight slots, if we if anyone gets an asset from wolf game, try to better your odds and put it inside your jackpot, you know, area.
As I really do think that any of these new latecomers, quote unquote, that are popping up now and are having support from OG blast projects are probably in line to be one of the jackpot winners or, you know, something in cahoots with the ability to entice people to come in, use their platform, even though it's, quote unquote, late in the game.
Right, because that's what it is.
Like these projects, these new ones are launching less than a month before the blast dropping.
So gold is going to be heavily incentivized.
Everything is going to be heavily incentivized for the speed run.
So just keep that in mind.
You see that, Elon, what are you supposed to do?
I think a 12-year-old made just a candle, basically an image.
You're rugging a little bit.
Yeah, you're rugging, bro.
You're rugging.
Am I good?
Now you're good.
Am I good?
Just tell me what.
All right.
Yeah, this is the area I typically do.
But yeah, Elon Musk just posted a picture of Harambe holding the doge dog an hour ago.
So if you look at the Harambe chart, it's a fucking piss missile.
And maybe that's why, rest in peace, Harambe is also pumping off this.
It's kind of like a coat play.
So yeah, Elon Musk has a rap about Harambe.
And this is what everybody's been basically speculating was going to happen eventually.
So yeah, Elon comes in and saves the day.
It saves a lot of people's bags.
So shout out to Elon, man.
I can't believe he posted this picture, bro.
How did I miss this?
That's crazy.
We just had the conversation and he posted like 30 minutes ago.
That's crazy.
Go ahead.
Posted up top.
New pre-ment, new opportunities for you guys.
Video dropped 23 hours ago.
I don't know how the fuck they got 42K followers unless this has been cooking forever and I didn't
know or I don't know, dude.
A little sus.
Not going to lie.
But the video does look good.
It's a new play-to-earn game backed by AVAX and Shima Capital powered by Elixir Games.
There will be a token called Kyden.
Looks like it's called Robo Kyden.
Seems to be a team-based, I don't know, kind of mech game.
No real info.
But there is a pre-ment that just dropped.
So once again, brand new, fresh.
If you guys are interested, if you guys want to play on AVAX or whatnot, I know that they've
been killing it with their games and their token launches.
It's primarily launched through this Elixir Games as well.
So it could be another account to follow to get quick, early access to what they're cooking
and what's first.
Sir.
Oh, this is news.
Bitcoin Magazine just reported this about 30 minutes ago.
Kenya signs a deal with Bitcoin Miner Marathon to monetize unused energy across the country
by mining.
That's pretty big news.
You know anything about this, Akin?
You part of this?
This is crazy.
This is a pretty good deal.
I have no idea.
This is a pretty good deal, man.
It sounds interesting.
So basically signs a deal with Marathon, which is a mining company, to monetize unused energy
across the country by mining.
That's news.
That's pretty interesting.
Yeah, man.
That's crazy.
All right.
Yeah, I just saw that.
That was just something that popped up on my feed.
But yeah, I'm just kind of shook that Elon Musk just posted about Harambe.
Man, I sold too early.
He does that all the time.
It's always too early or too late.
Too early or too late.
You know what I'm saying?
Like, that's my goal.
Like, I'll sell, and then right 15 minutes later, there'll be some tweet, and it'll just
calm the fucking shit out of me.
If you're selling and taking any profit, you're doing better than most people.
I have something pinned up.
It's a new project.
We had DMT, Royals.
Okay.
No, I mean, I already have something pinned up.
That's why.
So first and foremost, we have Ord.io.
I don't know if anyone saw this yesterday, but we did talk about a couple months ago,
Ord.io trying to become their own platform, right?
More than just a viewing platform for Ordinals.
They got funding, and we were trying to figure out exactly how they were going to go about
the monetization route, and we have our first example of it.
Ord.io just received its first revenue stream and product, mint up to 4,000 runes in a single
transaction, and something tells me this is just the beginning, and there are more products
to come.
Ord.io introducing runes bulk minting, mint up to 4,000 in a single click.
Real-time mempool analytics, low network fees due to efficiently crafted transactions.
So now we have everyone kind of battling to be the primary platform to mint runes.
I saw that LIFO FIFO also enhanced the runes blaster to be cheaper to mint runes than going
through Luminex or anything else like that.
You now have Ord.io competing, and this is now their first product.
So kind of to answer our question of what they were going to do with all that funding
and, you know, would there be a token, would there not?
I think this is slowly starting to see the beginning of how they're going to go about
it and just ways to get involved if you've been using Ord.io.
So maybe go set up your account on there.
Make sure you got your profile.
Make sure you got your wallet linked up.
Everything couldn't hurt to just show that you've been an active user of Ord.io before anything
else continues to scale up on that side.
So there was, was there VC rounds for Ord.io?
I think I heard that there was, right?
Yeah, there was.
I mean, it was, it was Trevor investing in Leo, bro.
I mean, let's just be real.
I'm going to call it what it is.
Trevor invested in Leo, you know?
Okay.
Well, I'm just trying to, since there was a VC round, I would imagine that there's an Ord.io
token.
So possibly using Ord.io could possibly qualify you, but this is where I'm getting to it.
Leonidas, which actually owns Ord.io or is the founder of it, has stated that his runestone
is going to give out three meme coins.
Do you possibly think a runestone might be a way to get allocated Ord.io rune if it is kind
of part of the way that they're going to give money back to the VCs?
Maybe not in the, like as a token.
Maybe not in that meme coin round.
Maybe not in the three meme coins that he drops.
But if you hold the stone afterwards, maybe I could see that used as a, as a marker for
potential allocation to Ord.io or something of that.
You know, last thing you want is to tell, I mean, regardless of if it's Trevor or whatever,
an investment firm, like, Hey, I'm going to drop some meme coins later on.
You can get your hundred X from it.
You know, I mean, it, that just doesn't sound good personally, in my opinion.
So could it be, yes.
Do I think it's likely, uh, like, does it sound like sound business acclimate of, Hey,
this is where your investment is going to come back from.
Probably not.
Um, could it be different because they know each other and the industry we're in?
Yes.
Uh, but I would just be on the lookout for something, right?
Because Bitcoin frontier fund is a investor in that.
Um, yeah, just like, what would, I mean, rune stone, I don't know, like two more meme coins.
It doesn't seem like any of these meme coins are going to be worth holding a rune stone.
So I think the rune stone would definitely, uh, have a nice little tick up if that was
some kind of announcement of actually holding a rune stone, get you allocated to Ord.io, uh,
rune when it does get released.
So I don't know.
I'm just trying to think of like, what would be the best way to pump rune stone?
And I don't know if another two fucking pointless meme coins might do it.
I actually think if you bring some kind of utility of like this, of like a protocol that's
been built, like I would imagine that would pump the rune stone a little bit more than
just like a two more kind of pointless.
I'm kind of skeptical of the appetite for two more meme coins.
Add that.
Put your hand up for me, please.
Just to make it easier.
But yeah, if he adds two more meme coins, you're going to dilute the dog community already
in half, and that's going to make it even fucking tougher.
So, uh, Adza, go ahead, bro.
We just can't hear you if we're both talking.
Sorry, man.
I just ADHD as fuck.
Always interrupting.
My bad.
Um, I can't even hear him.
Can anyone else hear him?
I didn't hear him.
I don't know.
Adza, is he talking?
Go ahead, Adza.
Should I jump down?
I can hear him.
So I'm going to have him come back so I can hear him.
We'll bring you back up.
Just request again.
Go ahead, English.
You came up here.
You think that the possibly rune stones could possibly be allocated for the Orr.io token?
Is he talking?
Nah, I don't hear shit on his end either.
I'm removing you too.
Yeah, we're just going to remove feet here.
We're just going to keep removing people until they talk.
I mean, I'm pretty sure it's akin.
I mean, you don't got to say no.
Just lifeline.
Are you alive?
Can we hear you?
Yeah, I'm here.
Can you hear me?
Oh, yeah.
All right.
Then it's not us.
So it is all the new people coming up.
We're good.
English, go ahead.
Let's see if we're good.
Yeah, no, maybe.
Yeah, we're good.
Yeah, testing, testing.
All right.
Yeah, no, I think there's zero.
It is what it is.
It's very simple.
There's not gamification of things.
Or I know it's something completely different than.
You vanished.
It's just.
I'm out of here, dude.
Now I can hear you.
Still rugged?
Yeah, no.
Now you're good.
I don't know if you went in a tunnel or something.
Last thing we heard was.
Yeah, this is like I always.
It's just two separate things, man.
Like, it's just that's just not the way that he rolls.
Like, his business is his business.
Like, he did this for fun.
It's his legacy.
And, like, he decided to, like, okay, let me think of a mechanic that I can keep people
interested in the rune stone itself and have a reason to hold it.
And so he came up with the idea of two other things.
But, like, I don't think that that's going to be dropped anytime soon.
Like, if anything, it'll be dropped, like, a year from now.
No, he said by the end of the year, English, that you'll get both of the.
Yeah, yeah.
That's what I'm saying.
That's still, like, you're still talking about, like, seven months.
Like, that's a long fucking time, you know?
Like, I mean, that's my point.
Like, the Ord.io thing, like, if there's going to be a token and you have to think of a way
to, like, you know, how the early investors, like, exit, like, that makes sense.
But it won't be anything rune stone.
Like, who knows?
Like, anything's crazy in this world.
But, like, I would say there's less than a 5% chance of that shit happening.
Like, it's just so far-fetched from how these people operate.
Especially if you have monetization.
It just makes, I don't know.
It's just kind of, like, a weird thing.
Like, there's people that, like, like to gamify shit and get crazy and, like, get all funky.
But I think Leonidas is just, he likes simplicity.
He likes things.
Like, he made, like, a very midterm meme.
He made it, like, there's no mining of my rune stone.
Like, he's just, it is what it is.
And if people want it, they want it.
So if there is some kind of token, it'll probably be a rune because it's going to be a fungible
token on Bitcoin itself.
But they'll just mine it.
And they'll say, hey, like, here, and this is how we do the distribution.
And it'll be straightforward.
I still think rune stone could be interesting if people still want to do airdrops in the
future for whatever reason.
It probably won't be for rune stuff, but maybe it'll be for other people.
Still a pretty decent mechanic to distribute stuff.
Yeah, I can see that.
None of his stuff are really intricate on that sense.
And that's why I said even business sacrament.
I mean, if I was the VC, regardless of whether I'm your friend or not, and I know that you
could do that or I would get my money back.
Me as a VC having to explain to the board or other people around me, like, yo, he's dropping
this meme.
It's the third one in the set.
Look at how good the first two were.
Like, it just, it makes it very, very difficult for conversations that are already somewhat
difficult to have.
Go ahead, Adza, and then we'll just keep the ball rolling.
Yeah, I mean, I just kind of agree with English.
I think it's just two separate.
Like, it goes counter to the narrative of Dog in the first place, really, if it was going
to be connected to Ord.io.
And I think definitely separate.
And, I mean, I have no idea, actually.
I'm just speculating.
But I also think, yeah, you know, two more coins are coming.
But I think it's going to be a while before they come if people are just looking at the
market and what it's ready for and the appetite for two more tokens, meme tokens, whatever
they might be.
So, yeah.
I mean, I was just going to say, I was just going to say, like, it's not far-fetched to
believe that, like, Pepe was at 400 million market cap, well, three to 600, just around
this time last year.
And it's since basically 10 to 20x, that kind of thing.
If in a world where runes has billion dollars, it's not far-fetched that the number one rune
by market cap and volume consistently could be at those same, like, four to five billion
dollar levels.
And if the dev of Pepe said, hey, fuck it, we're going to do another token.
Yeah, maybe it doesn't go to two or three billion.
But, like, does it go to, like, 100 million?
Does it go to 200 million?
Does it go to 500 million?
Like, there's a pretty fucking good chance, bro.
So, like, if it's not really far-fetched to think that within a year, like, if peak
bull market, assuming that the peak bull market goes a year, that this 10x is in that with
to Pepe thing.
And people will want the fucking second rune just because it's from that, like, lineage.
It's just the way that things work in this kind of thing.
So, I think there'll be a hell of an appetite for the second one that comes.
See, the thing that's interesting on that note, I've been watching Sanz just do a breakdown,
and I would almost counter and agree with him in the sense of the ability of having
ARCIC and, let's just say, FEHU or DOG, 2 to 3x are there, but you can get a 10x from
something that's sitting at a 300 market cap right now, right, or something that's sitting
at a little bit undervalued.
If you're going to place bet on runes, I would place mid-cap bets right now because these
mid-caps are going to become big-cap coins if the whole ecosystem projects forward.
You'll get bigger margins, bigger, basically, returns on a mid-cap than you would if you
try to ride this ARCIC bubble because ARCIC 3, 3x-ing from current market cap now, probable,
maybe, likely to happen anytime soon, probably not, right?
But the chances of a Decentral or an Epic, Epic, Epic or a Mr. Yen, an actual coin that
marginally has the ability to move 10x, I'd be looking for those rather than so much just
safe bets.
I think you should do both.
I think it's very easy to see Decentralized 10x from here.
I think the same thing with Epic, Epic, Epic.
I think a few of those in that 50 million that have been in the top five, 100%, I think that's
an easy move.
But you could have said the same thing about Ticker Bitcoin, about MOG, about all this other
shit that existed during Pepe, or you could have just fucking held Pepe and just forgot
about it and said, it's the number one, it's the fucking king, and I'm just going to sit
on it.
And as long as the market's going to go up, it's going to sit there.
You would have done a whole lot better had you put all your fucking money in Pepe and
not the other coins is what I'm thinking.
And winners just keep winning.
We should all put our money in NVIDIA.
That's what we should have put.
It's fucking outproduced at every fucking cryptocurrency this year, bro.
So how are we feeling about runes, though?
It's kind of like gaining momentum a little bit.
We're starting to get listings.
I've heard some people talk about that China's starting to get involved.
I don't even know what this Bank of Nakamoto.
Is that like who created that?
That kind of popped up.
We hit a bottom on runes, right?
Like we're turning upwards from now on, right?
It kind of seems that way.
We got a lot of momentum on our side.
It seems like there was a bottom there maybe like a week and a half ago, and it kind of
seems like there's just a lot of good news.
And now we're starting to get degens, and we're starting to get some creative-ass tickers.
So I think, you know, like if you were trying to buy runes, it looked like last week was
kind of like the dead period you should have done.
It was wild because literally I think a week to the day, you were asking me like, yo, what
are you doing?
And I said, I'm just buying more, and that you should just be buying more, you know?
In a sense, I mean, we go through these lulls, guys.
There's nothing new.
It's just money flowing through cycles.
It's cyclical.
So just sit back and say, hey, it'll come back around sometime, right?
Now, that coming back around sometime, it's a hard thing to do to survive, but that's
all you have to do is survive, right?
Realize that that's the goal, that the mentality of staying around is now what's primary rather
than making a trade every single day.
So I got something else posted up to the top since we're still talking about runes, and
we could potentially finish this up with the last little post.
We have our first PIP01.
PIP is PUP's Improvement Proposal.
So for those of you guys that don't know or that do know, you have a couple days left,
right?
Let me get you the actual official date of when the migration stops.
I think you have one week left.
I'll get you the exact date by the end of this.
But you have to migrate your PUPs if you hold any of the prune PUP tokens, right?
The pre-ruined PUP tokens, you have to actually go on there, burn, and receive your PUP runes.
Proposed originally, right, was to burn every and any PUPs tokens slash pre-runes that were
not migrated over.
The PIP01 is to change that, right?
Oh, June 8th, I'm sorry, is the deadline for PUPs tokens.
Um, so PIP01 proposes a different path than burning.
Instead, use the unclaimed PUPs to fund a treasury wallet.
These tokens could then be used for the team for liquidity and growth, which is certainly
make it easier for exchanges.
Satoshi has enough Bitcoin in his wallet.
I guess he can afford for us not to send PUPs.
Uh, this is the PUPs 0-1 improvement.
Uh, personally, I think you should just burn the shit.
Um, I mean, it wasn't created in order to have that, in a sense, teams, centralized entities
making decisions in that to begin with, right?
It was, uh, free and fair.
That's what the airdrop was for and how it originated.
So why not keep to it?
But ultimately, um, Farmer said that he's not too keen in doing so.
That his idea is, it's initial, but my initial thought is introducing governance here to a
mean coin that has the ability to stand on its own, trades in high volume, and has an
engaged community that cares, has no formal team, just creates a token, which starts to
feel like more centralized and puts expectations on it in some way.
I lean towards a fully distributed model, plus burning the remaining supply.
Having a centrally controlled supply, with the party being able to control open any excess,
opens up to further issues.
So, that's more or less what's happening on that.
You have until June 8th to burn your pre-ruin into receiving your runes tokens for PUPs.
What are you thinking, bro?
You, you think you should burn?
I mean, I think if it burns and-
I've already burned.
You did?
I mean, I burned my pre-ruin, or my pre-ruin.
Yeah, I mean, I just am not a fan of this whole setting up a treasury and shit.
More or less what, what Farmer Joe said is exactly how I feel.
I mean, the minute you put a treasury, you appoint a team, you appoint someone in charge,
not only do you make it harder to get exchange listings because there's a centralized
entity and whatnot, but it changes the fact that it is a free, fair, distributed meme
coin, right?
And now you have this one person making decision rather than the whole collective.
So, seems like it's going to be a no.
So, if you're a PUPs person, you are going to get a little burn and it will increase a
little bit of the value of your baseline token.
So, something to look out and look forward to.
Yeah, we have another project in kind of the NAT DMT ecosystem that's coming out called
DOGO News.
I think it's like DOGO or whatever.
So, just like a little- there's a thread here breaking down some details on it, but I
have a nice little write-up on here.
So, upcoming PFP on the DMT by Sose.
It's going to be a 10,000 supply.
There's going to be prices free.
I think it's going to be the very first free one.
There's three whitelist tiers.
It's going to be .0002.
I guess it's not free.
That's for public though.
To be announced is for the date.
The mint platform is going to be on Inscribe.
There's going to be phase one is VIP free for DOGO holders, which he has an ETH PFP that
is like .03 or .05.
Yes, phase two whitelist is free.
Certain communities like NatCats, OTO, and King.
So, if you own any of those, you're going to be on whitelist one.
They have phase three is whitelist two.
That's free.
That's going to be partner communities.
And then phase four is public.
And that's going to be the .00002 BTC.
But DOGO refers to clay figurines made during Japanese jaman period formed by molding and
firing clay.
The artist is Japanese and has multiple low supply collections of these doggos on ETH and
BTC with not much volume.
He has some connections with OTO artist.
So, this is going to be the very first free DMT mint with the new privilege authority, which
is basically like a whitelisting system.
I guess some cons of this is it's kind of basic art.
Could be memeable, though, but there's so many, it lacks like a variety of traits.
But compared to other DMT, I kind of actually like this one.
It's more colorful, personally.
But, yeah, they have, he has an ETH collection on OpenSea called DOGGGO.
You'll get whitelisted for that.
Only listed is on Polygon for obscure reasons.
And then he has three ordinal projects.
And he has a Git book also.
But, yeah, this is just like a next one.
Not saying it's going to do well, but it's definitely the next one in line.
If you guys want links to any of, like, the other collections that he has, you can DM me
and I'll send them over to you if you guys do, if you are interested.
So, this is kind of the next in line.
We had the Kings, that kind of lost momentum.
I don't even know if it's indexed yet.
I don't know what it's trading for.
But this is the, yeah, the Royals, the DMT Royals or whatever they're called.
Yeah, though, I haven't seen, I know they minted out yesterday, but I haven't seen them indexed.
So, I don't know if they're on Magic Eden yet, so I couldn't tell you the price.
But this is the next one in line of, like, the Proof of Authority DMT mints that are going on.
That's kind of like a nice little meta.
So, I'm going to throw it up there.
I found this yesterday.
I just wanted to show you, this is kind of an, if you are interested in this DMT, this is an option.
And there's multiple ways to get whitelisted.
So, we got Miyagi up here.
That's crazy.
What's up, you menace?
What are you doing?
What's up, guys?
Happy Memorial Day weekend.
Glad to be here.
Glad to see everyone.
I just came to hang out, learn some things.
Hope you guys have been well.
I miss you all.
You got any alpha?
This is an alpha show.
Are you here at Engagement Farm?
I know everyone here.
Who am I farming?
You're in farm?
I'm just giving you shit, but do you have, I mean, I haven't talked to you in a while.
You got anything that you're concentrating on?
Any kind of research?
Anything you've been doing?
Or you've just been hanging out?
Yeah, no.
I've been mostly sticking to the charts and future trading on my end.
I think, like, after the halving, there's, like, a huge nut bust for our community.
Like, everybody's been, like, talking about runes and, you know, ordinals were pumping the past few months.
So, it's a good, nice little consolidation period, a nice little shakeout.
So, I've just been future trading a lot.
I've been trading Sol, Doge, AVAX.
AVAX is a bitch.
It never wants to go above $40.
But, yeah, I'm just honestly been going back to, like, a little bit of TA, learning some more about that stuff.
Because, like, when there's no volume on runes, there's no volume on ordinals and shit, we'll just be sitting around in Twitter spaces, bored as fuck.
So, just been studying on the charts, waking up early on the East Coast, trading the pre-market.
But I'm excited, man.
This next leg up is literally going to be the generational wealth leg.
Just literally DCA long shit and just hold it, like, I don't know.
I think I'm just over just jumping from lily pad to lily pad.
And I'm just sitting longs and holding and DCAing on red days.
And, I don't know.
I think I'm just going to just keep holding my trades.
Like, I have so many targets for so many high prices.
And I'm just like, well, that's an easy million dollars if I just hold and don't do anything.
So, that's kind of where my head's been at.
Yeah, that's kind of what I've been doing with runes is just, like, I know that I'm going to, you know, be chopped in half with a lot of this stuff.
But I was like, the best bet is just to let this stuff mature and eat.
And there will be, like, two or three winners out of all the shit you got airdropped that will probably outproduce your rest of your portfolio.
So, yeah, I'm taking hits on a lot of this shit I took profit on.
But my bet was just to reevaluate my portfolio, you know, four or five months down the line.
And my bet is that maybe two or three of these coins in my portfolio are going to, you know, really, you know, pump my portfolio up and outproduce anything else I did.
So, I'm with you.
I'm not, you know, lily pad hopping like you, bro.
I'm just, like, sitting on my hands and just waiting for this market to mature with the assets I do have.
You know, all these new ordinal projects that came out.
You had all these new runes come out.
So, you had to have this price discovery.
You kind of, you had to have the lily pad moment, right?
Because, you know, the past six months you had beautiful projects come out that, you know, people are PFP'ing and rocking and vibing.
But now the tide isn't there yet, you know, like the volume slowed down across the board.
So, I'm just sticking to the charts, trying to prepare myself for this next leg up and just listening and lurking in the background, you know?
Like, we've been in the bear market for years and just, like, through this whole thing together.
So, it's cool to take a little Twitter break, reset the bounds, look at some charts.
Just don't read what you see on the timeline and have that influence you.
That's honestly one of the biggest perks about not being on the timeline so much.
You think for yourself a lot more in your trade.
And especially when you're trading the charts and you're not trading, like, these arbitrary, like, niche assets.
It really is just, like, you know, you and fundamentals and some degeneracy.
So, definitely getting back to those original trading routes, preparing for the next leg up.
So, yeah.
Keep doing what you guys are doing.
I'll be listening all the time.
TDA, stay poor, bitches.
That's right.
That's right.
It looks like Bonk just got listed in New York.
I know there's been some, like, revival there in New York where now they're listing XRP.
They just listed Bonk an hour ago.
So, that's definitely news.
Go ahead, Chief.
End up some from Min.
Yeah.
I mean, we talked about this last week.
We talked about it last year.
We talked about it a month ago.
So, the most simplest form of getting screwed in this space comes from you, from yourself, right?
And that comes from either being too tired, using the computer when you don't want to be on the computer you know you shouldn't be, being fucked up, whatever it may be, right?
Those are the hindrances.
Min got address poisoned and he fell for it, right?
We talked about what address poisoning is.
This has been going on on ETH for a long time.
It's slowly transitioning, obviously, over to other chains with liquidity.
In a sense, long story short, most people, when you look at your wallet extensions, you see the first, let's just say, four to five numbers, digits, letters, and you see the last four to five numbers, digits, or letters.
So, address poisoning means that someone goes out, scours the interwebs, and manages to curate a wallet address that matches the same beginning, the same end, but everything in the middle is different.
So, they'll send you a small transaction in hopes that you, when you need to send something out, instead of going and copying directly from whatever you need to send to or from, you're just going to go inside your previous transactions, copy and paste what you see, and send it out, right?
That is literally what address poisoning is.
And you're like, that won't happen.
I'm never going to copy an old transaction and whatever, right?
You may say that, and I didn't think that it would happen or happen as often, but even prominent people in the space who've been around are getting got, right?
So, just plain and simple, the scams going around is where an address will have the same ending as the one you normally send to or receive from.
It'll send you pennies on both of the addresses, right, in order to just register inside your log.
If you're not paying attention, you'll click an old transaction, end up copying the wrong address and sending funds to that address.
Men lost 40 soul, 7 grand in doing so with just address poisoning.
So, guys, first and foremost, we talked about this.
All the wallets have the ability for you to create some type of contact.
You can save frequently sent to addresses in your wallet and say, hey, this is Expresso, this is Coinbase, this is my brother, whatever it is, right?
So, if it's an address that you send to often, you shouldn't have any issues finding it.
Secondly, have a notepad, right, of just addresses that you normally send to.
Copy from that notepad.
Don't copy from old clicks, old anything of that sense, right?
So, just, it's all about you, once again.
It's just awareness post.
It happened yesterday with men.
Obviously, someone who's very, very active in the space, has a lot of high-value assets as well.
And luckily, all he did was lose a little bit of money through this address poisoning.
But always check, if you get random shit sent to your wallet, make sure that you're not.
Someone might try to be address poisoning you so you're a little bit more cautious and conscious.
So, just make sure you're checking your ins and your outs, guys,
and you're always freshly copying and pasting if you're sending to addresses.
Next.
Let's go.
I was just, I was, you know, like, I'm delivering shit right here, but I'm just, you know.
When I heard that, I heard when it was Saul, I kind of was a sigh of relief.
I don't know why, even though he lost 70k.
I know he just bought that Spirit of Zuki for 90 ETH.
So, I was kind of scared that he lost his identity and all that shit, too.
So, I'm kind of, like, as bad as it sounds, like, I am kind of happy that it happened on
Sol and not ETH, and he didn't lose all his Izukis and everything he built.
So, just kind of saying that.
So, I got some stuff for you guys.
Yeah, I'm going to pin up.
Yeah, I'm going to.
Oh, I got one.
Let's deliver this.
Sorry, guys.
So, it's the Izuki, once again, utilizing their physical back token.
They did this with the skateboards that they sent out and a couple other physicals that they've done.
And they're dropping a hoodie.
So, the Izuki slash Satoshi Nakamoto hoodie will feature a unique dual chain NFT existing simultaneously on BTC and ETH and developed with Magic Eden.
So, this will come with a dual token.
Not sure if it's soulbound or not, you know, or if it trades whenever you trade the hoodie or if you have to go about that process.
But the duality token is very interesting, man, to see how those two are paired if there's some type of lock.
If you sell the BTC one, you know, the ETH one becomes invalid.
Or really how they're doing the tech to connect the two is what I'm interested on.
But this dropped about a year, I mean a year, a day ago, I'm sorry.
So, we'll get more info as the time progresses.
But if anyone's interested in the Izuki slash physical back token, right, it's something that they've been doing.
And the jackets were a hella nice quality, dude.
So, I can only imagine this hoodie is probably one step up from your traditional D-Gen black hoodie.
All right.
Next.
What do I got?
Oh, did the bronze.
Yeah.
All right.
So, next, lastly, we have the conversation that, you know, we love to have, which is the royalties talk.
Ultimately, it's coming back on the timeline for those of you guys that are interested and, you know, want to be involved and voice your opinions.
I don't really care.
You had Shripto and, you know, a couple other OGs just talking about how the royalties are, in a sense, a tax.
Not necessarily set up for the buyer or the purchaser, but for those exiting the community.
And, in a sense, should be framed as such.
It's not a royalty for an artist.
It's a thank you for your time and your presence and leaving the community kind of tax.
So, just something to keep in mind that, you know, a lot of people don't agree with the royalty thing, even though that they are heavily art-centric and based.
And that it might be coming back and forth on the timeline, as usual.
So, it's always fun, dude.
You know, you get those every once in a while.
The royalty talk, the music NFTs, the classics.
So, pinned up top if you're interested and want to voice your opinion.
Yep.
So, I think today is also the kind of like the combination of Singularity, Ocean, and Fetch today.
I think that token kind of being all, like, was it the AGI token or something, I think it's called?
Or ASI token?
I think that's today, man.
So, that's going to be interesting to see.
That's kind of like the first time I've ever seen three crypto companies kind of like combined into one entity.
And I think it's one-to-one with Fetch.
Like, market cap-wise or anything like that, like, do they just add the market caps of all the tokens together and then you just get one big one?
Or is there some type of, like, downsizing or ratio, I guess?
I think it's going to be taking kind of the market cap of Fetch.
Because, I mean, the only thing I could, like, I've heard people say it's going to be valued at about $7.5 billion, which would put it around, like, rank 20th.
So, Fetch is at, like, rank 24.
I don't know if it's at 7, but it is a one-to-one conversion with the Fetch token.
So, I think they're, like, looking at that as, like, the token that's kind of, like, similar to when the combination happens or when they put it all together.
I still haven't, you know, figured out if I need to burn these or, like, what needs to happen.
But on the Fetch Twitter, there is no announcements of it.
So, that's kind of weird.
I thought it was today, the 28th.
But the only thing that's on here is that a day ago is that they're coming out with a mobile wallet.
So, they do have a Kepler wallet.
Oh, that's right.
My bad, dude.
I don't even know what fucking day it is anymore, bro.
So, yeah.
So, it's in four days, not fucking today.
So, yeah.
It's in four days.
My bad, dude.
I don't know what I'm thinking.
I thought it was the 28th.
Maybe because I'm thinking it's Memorial Day weekend or some shit.
And I still got to work.
I'm lost, bro.
But, yeah.
There is something up there.
Fetch is coming out with a mobile wallet, which the only way I could stake is on, you know,
with the web browser extension that is basically just a clone Kepler wallet where you can stake
inside validators and shit.
So, I've had, I've unstaked probably like 20 days ago.
So, I think I'm out of that kind of, that freeze period.
So, I don't know what I want to do.
Do I sell this into the news?
Do I hold this?
Is this, I mean, AI is definitely, you know, very, is a growing narrative in this space.
I think I want to sell because I'm up big time on this.
But it's like, well, am I just going to buy and hire when this narrative takes off in a few months?
I don't know.
So, yeah, Fetch.ai, I've been holding it for a while.
And since December when it's at 60 cents, now it's at like $2.50.
And they're basically combining with Ocean Protocol and Singularity to create their own cryptocurrency
that's called like ASI.
And people are saying it's probably going to be one of the leaders in the AI sector,
along with BitTensor and Near Protocol.
So, I don't know what I want to do right now.
Definitely curious.
Pinned up something to the top.
Maybe English has a little bit more insight, but it seems pretty fucking self-explanatory.
A while back, we had a mint from far.
It was, I guess, bees, right?
You know, kind of look heavily colored and they were gifts.
It was an open edition from far a while back.
We told you guys that there could be potential, you know, to just pick something up.
As the artist he is, his involvement with Taproot, just as his trajectory starts to increase,
most of all his work will as well.
So, pinned up to the top, it seems like he's been teasing the Queen Bee for the last week or so.
I don't know if any of you guys have seen that.
The Queen Bee is also being auctioned off at Sotheby's.
But, it says, buzz, buzz, buzz, 2024.
It shows that you need nine bees, right, of the buzzes in order to get one queen.
So, it could be a potential burn event, obviously.
I mean, seems pretty self-explanatory.
If you have any of the buzzes, if you want to participate, if not, they're relatively cheap.
I think they're like 15 bucks right now on Magic Eden to look into.
But, ultimately, a deflationary collection of the buzzes to become the Queen Bees.
Any more info on this, English, or is it pretty much cut dry?
I don't know what, I didn't read the post.
What did it cover?
What does it say specifically on there?
It just shows nine little bees pointing to the Queen Bee.
What do you think that means?
Yeah, no, that's what I said.
It's pretty self-explanatory, is what I think.
I mean, I don't know if there's anything X.
I mean, there's going to be a lot of stuff.
Yeah, there's going to be a lot of stuff with the Buzz Buzz collection.
So, there's going to be a lot of integrations and more fun stuff to come.
I think that's, like, the first of many things to come from Buzz Buzz Buzz.
Yeah, that's kind of what I was telling when we told people to mint them early on.
It's just, it seemed like it was his fun collection, right, that he was just trying to experiment and enjoy himself with.
And the sizing and just the hints that he's dropped on the timeline.
There's definitely more to come.
So, I don't know if you guys want to participate in Phase 1.
Not sure if you need to do this in order to continue on the journey.
But, relatively inexpensive if you'd like to collect some of those and make sure you at least have nine from what the image is showing.
So, that dropped a day ago.
No real price action on the Buzz Buzzs yet.
I checked this morning.
But, probably, ultimately, as we get closer and when a Sotheby's auction ends, I could definitely see a little bit more eyes and attention shift over to this, right?
Being that it's based on the same style artwork.
All right.
I was looking at the Harambe, the Rest in Peace, I was looking at the Rest in Peace Harambe token.
Looks like it's ripping, bro.
I think it's a, I don't know if I'm reading this.
Is this 700K market cap?
I think a pack of 22,000 of these Rest in Peace Harambe are around $464.
That's higher than it was.
81 pending buys on this Rest in Peace Harambe.
Now that Elon Musk tweeted about it, now everybody's aping.
So, definitely weird.
Pinned up to the top, a little follow-up on the Fusion Mint that we participated in.
Fusion was Gabe Weiss and Billy Resty, right?
Newest iteration and newest drop.
First and foremost, alpha on this is if you own three Fusion Mint passes, you are entered into the raffle for the Gabe Weiss fragments.
Fragments that seeded these outputs, okay?
So, that's been talked about on this page.
You need three Fusion passes in order to be listed.
I mean, participate in the raffle.
And then also, if you are in the God Tier Fusion Collector, I'm not sure how many you need to be in the God Tier.
They are raffling off the physicals to be attached.
The whole physical, not a fragmentation of it, of what seeded your actual Fusion piece.
So, phase one was a distribution of the Fusion Mint pass, right?
This pass allows you to then pair it with a rare or unique SAT and get a special output.
So, phase one was distributed the Mint passes.
That's done.
Phase two is inscribed with your rare SAT.
So, once again, one Mint pass equals one Fusion inscription.
The Mint passes will update on-chain and will tell you when phase two is active.
I'm pretty sure you'll see it on the timeline as well.
But it'll definitely tell you, hey, go to XYZ or this is what you have to do in order to submit your rare SAT and get your output.
So, anyone that's interested, anyone that's been participating, I got a couple of fusions myself.
Be on the lookout for phase two.
Go ahead, Flame.
GM, everybody.
Rest in peace, gorillas and dogs and anybody's wallet who didn't get in on that, including mine.
I do have a little bit of alpha that's ordinals related that I think is really interesting.
I'm going to Lisbon this weekend and it turns out there's going to be an ordinal passport that's being introduced by a few different companies that are all collaborating on this.
And there's a really good thread about it that explains it.
But basically, first of all, if you're going to be in Lisbon, you definitely want to get a hold of one of these.
And I don't think it's going to be that hard.
I think they're giving it out to all the attendees.
But it's just a really interesting way to, you know, according to them, supercharge ordinals onboarding at conferences.
And so it's not going to be exclusive to Lisbon.
They're looking for ways to roll it out at other conferences where ordinals events are going to be present.
And it's a cool little read.
I really think it's dope.
But it's definitely IRL Alpha for this upcoming conference.
You're going to want to get one because there's going to be activations and stuff that you're going to be able to get with this.
I don't know if there's going to be any beef brothcos, but, you know, hopefully some cool stuff that's worth some money.
Either way, I think it's dope that, you know, they're rolling out these kinds of things at conferences and trying to get more people hyped about ordinals and onboarded in this way.
Because we don't have a lot of that kind of stuff.
Like, it would have been cool to see something like that at NFT NYC.
You know, it would have been cool to see this at Art Basel.
So now that somebody's rolling something out, I think this is like a promising development for this ordinals community.
And they do that.
Like, Marfa, right?
Marfa the Art Conference that's in Bumfuck, Texas.
They always do a Marfa style, like, event where you either have to meet certain people.
I mean, ultimately, it's a small, tiny town and you can do these kind of scavenger hunts and have it targeted.
But they did that, right?
And you would scan each other's passes and lanyards and whatnot.
And at the end of the experience, you were actually able to mint on chain a unique gen piece of artwork based on how many signatures or whatever you acquired during that experience, right?
So not only providing something unique to each person, but also your amount of participation ultimately gave you a more rare or less rare item.
So it is pretty dope to see this kind of iteration or this crossover.
And just, I mean, interested to see what T.O. and them do, man.
Seize Control, Pizza Ninjas, and Ferrum Network.
So, and this is a physical book or, I mean, I'm assuming there'll be a digital version of this, but it's initially a physical book.
Do you know, Flame?
Yeah, it looks like it's a physical thing.
And also, speaking of physicals, I am getting the opportunity to speak to the people behind BitBoy in Lisbon.
So if anybody has any questions they want me to throw at them, let me know.
I'm pretty geeked out about the opportunity.
Did you say BitBoy?
Yeah.
Sorry.
Anyway, and it's good to see you up here, Miyagi.
And that's all I got.
Love you, Flame.
That's like a meme.
The Bitcoin thing where you have, like, you open the jacket and it's your face and it's a bunch of BitBoys and shit.
Oh, shit.
That was funny.
Yeah.
I'm looking at, like, shit that's trending, like, rune-wise.
Real quick.
I'm going to just throw this out there.
Okay.
I don't know if Tunes, you're supposed to slide through with the telegram invites, homie.
I don't know if you're in the crowd, my man, but slide up here and put your hand up.
Because we'd love to hear about Monad and, you know, get some telegram invites to bless the community up.
Sorry to cut you off, X.
Is he here?
Is he here?
I don't know.
That's what I'm saying.
He DM'd me and he was supposed to slide through and basically give us the lowdown on what Monad is, how to get involved.
Because they do work on kind of a deserve-to-earn system as well based on contribution.
So, just, we'll wait for him to get it out of the horse's mouth.
But just throwing that out there as we're coming close to the show being in.
If he's out there, if you're in the crowd, man, come up.
Yeah, maybe DM him.
Get your eyes in here, bro.
But I think he changed his profile picture to an alien for each show.
Oh, bro, he just DM'd me saying he's about to join.
So, I don't know if someone's feeding him information or something.
But he'll be here in a second.
And for those of you guys...
Just listen anonymously.
Yeah, probably.
Listen anonymously.
For those of you that do want information on Monad, have any Monad-specific questions, feel free to come up.
Because we're going to have a little small segment on just learning how to get involved as it's the talk of the town.
And we really don't think that a lot of people even know what it is.
So, time to finally learn.
What do you think it is, Chief?
I mean, it seems like a blast.
Really?
It's like a blast version.
I think it's a layer one, bro.
It's a layer one.
So...
So, it's more like Se.
Se or Sui?
Yeah, so it's a layer one EVM, like, pearlization kind of chain.
So, it's like...
I mean, look, I'm going to be honest with you because I don't think he's in here yet.
I just want a little purple badge and be Monad.
And you know what I'm saying?
When ThreadGuy gets all the money he's going to get for being a Monad guy, I just want to be in the crowd.
So, that's why, you know, I need to get in the Monad crew right now.
But in all honesty, that's why we're getting toons to actually share it because most of us, I feel like, are in that boat.
Like, we don't know shit from shit.
We just know that we see TG.
And he's probably getting paid.
He's not doing it for fun.
So, I'm trying to get paid, too, and figure it out.
Go ahead, Pete.
He's part of the fucking...
He's part of the team.
Oh, yeah.
It's like, he's not...
He's just not...
It's not like he's, like, this KOL that's going to leave after the TGE.
He's actually, like, putting his opinion on how the chain should be ran and trying to create culture around it.
So, it's a smart hire.
It's just...
TG is, like, always going to be attached to Monad from here on out.
It's not like he's going to run away from it.
He's part of the whole fucking structure and how he's going to be successful.
Yeah, but the way that looks is, is TG just Charfoo, then?
I mean, I love you, Charfoo, and Charfoo's dope.
But Charfoo don't know left from right of what the fuck Magic Eden's doing.
Like, he does, in a sense, as he's informed through just general ideas.
But he's not the one with boots on the ground.
You know what I'm saying?
Moving the needles and pushing things.
So, will...
Does TG have an involvement role to where the needle gets moved?
Or at least considered when he talks?
Or is it more so, like, a Charfoo?
Like, you're the D-Gen of Monad, and this is kind of how it goes.
Pete, I want to get to you real quick.
But we do got Toons up here.
So, if you want to...
Oh, Pete dropped down.
Go ahead, Toons.
If you want to answer any questions.
What's up, my man?
Welcome up.
Hey, thank you guys so much for having me.
I brought some Nads over.
So, hopefully, I'll get some of them in here.
I heard you guys talking.
Were you already talking about Monad?
Or what's going on?
Yeah, we were just trying to understand, I guess, for one, a couple things, right?
First and foremost, a lot of us don't have any idea of what it is or what's the point.
And so, we ultimately want to get well-versed and remove the ignorance out of that.
Secondly, just the extent...
I guess this is more so my question.
The extent of TG's influence and, I guess, integration inside the Monad ecosystem.
Is it more so similar to, like, Chartfoo being a DGEN officer for Magic Eden, but not so much
being, you know, operations guy?
Or is TG involved in the day-to-day, the active operations or moving the needle forward more so?
So, that's just kind of where we're at to start.
And then, you know, all of us are just interested in learning really what it is, man.
So, stage is yours.
Appreciate you.
All right.
Yeah, let me...
So, let's just ignore the TG thing for a second and just let's start with what Monad is.
So, just to do this really quickly, it can give a slight history of blockchains and kind of like
why Monad's important.
So, you know, you had Bitcoin first, which is great.
It's money.
Then you had Ethereum.
Ethereum's important because, you know, you can have permissionless deployment of smart
contracts, applications built on Ethereum.
They're composed with one another.
That's great.
Ethereum was created 10 years ago.
And so, you know, it's not exactly, like, optimized to be super high performance, super
high TPS, super low fees.
Like, at the time it was created, super novel piece of tech.
It's still, you know, like, Vitalik should get a Nobel Prize, all that stuff.
But it hasn't really innovated too much aside from, you know, like, going from proof of
work to proof of stake, like 444, stuff like that.
You know, the way it scales is kind of like L2s, which is interesting.
I mean, it doesn't really seem like the L2s are too friendly with one another.
And the apps on the L2s themselves aren't really composed with one another.
So, you know, the system is becoming a little bit fragmented.
But regardless, you know, just to look at other chains that have popped up over the
years, like, a good one to call out is, like, Binance Smart Chain.
So, like, Binance Smart Chain, right, I think it can handle, like, 100 or 200 transactions
per second, while Ethereum is closer to, like, 15.
The way that Binance does that is basically by just making this chain super centralized.
So, you know, Ethereum, it's, like, slow and expensive, but they do that because they're
just completely optimized to be, like, the most decentralized thing possible, where, like,
your grandma could basically be verifying transactions on the network.
The way Binance built their chain is just being super centralized, right?
Like, Ethereum has, like, maybe 50,000 nodes around the world.
Binance has, like, 10 that are in, like, CZ's basement.
And the amount that it costs in hardware to run an Ethereum node is very, very inexpensive,
where the nodes that are running Binance Chain probably cost, like, tens of thousands of
dollars.
So, what you've seen with a lot of, like, up-and-coming layer ones is that they're not
really, like, innovations.
They're more so just making trade-offs, right?
Like, they're just taking Ethereum and saying, okay, well, we'll just make it more centralized
so that we can get more performance.
An example of a chain that actually was meaningfully innovative is Solana, because, you know, Solana,
they built their own virtual machine, the SVM, and they also introduced something called
parallel execution.
And so, parallel execution basically just means that you can have transactions happen at the
same exact time.
The caveat is basically just that the two transactions happening at the same time can't be touching
the same piece of state.
So, a good example of this is basically, like, you know, if there's, like, a hyped-up NFT-ment
and everyone's spamming the chain and gas fees are going astronomical, if, you know, if
everyone in this chat is all spamming the same NFT-ment and then I just want to send money
to my friend, I don't have to compete with you guys.
That's kind of the whole case for parallel execution, right?
So that, you know, you can have transactions happen at the same time versus with, you know,
a lot of chains, like even Binance Smart Chain, Ethereum, L2s, et cetera, you have sequential
execution, which basically means that everyone's always going to be competing with each other.
So, if there is a hyped-up NFT-ment and fees spike, everyone basically has to pay those
fees.
So, what would be the difference between you and, like, say, that also does parallelization?
Are you guys just more decentralized than them?
Yeah, so I'll get there.
I'll get there.
Um, so then the question is basically, why doesn't, why wouldn't Binance Smart Chain just
add parallel execution, right?
Um, and so the answer to that is basically that parallel execution itself, it's not actually
the bottleneck.
The bottleneck is the database.
And so, you know, the database is basically your Excel spreadsheet, uh, that's keeping track
of everyone's balances, uh, at all times, right?
So, like, imagine if you had a chain running with, like, 10,000 transactions per second,
like, that Excel spreadsheet needs to be able to update 10,000 times per second, which is
a very, very insane thing.
Um, so, like, Ethereum's database is basically just a commoditized database.
Uh, pretty much every single chain that's ever been built has a commoditized database.
Monnet's secret sauce is that we're actually building a custom database from scratch, which
is the most low-level part, um, of the chain.
So, just to jump into say really quickly, uh, there's a few differences between Monnet's
and say, one is that, yes, say is basically Binance smart chain, but with parallel execution.
So, it's just super centralized and they don't have a custom database.
So, say is going to be much more centralized than Monnet, and then also it's going to be
much less performant.
Um, and then a third thing is basically, you know, Monnet is going to be 100% EVM compatible.
Uh, so, you know, there's, there's different ways to think about EVM compatibility.
One way is, can it, or can it not be loaded up into MetaMask by users?
So, both Monnet and, you know, say V2 or whatever will be able to, you know, be ported into MetaMask.
The main difference is that the dev tooling is not one-to-one.
So, if you're a developer and you want to just take your application that's currently running
on an EVM chain, you can copy paste it over to say, but as you get into this, like, composability
between different applications, it's, it's not going to be one-to-one.
And so, it's just going to introduce a lot of, uh, friction for the developer experience.
So, basically, main differences between Monnet and say, or that, you know, this database feature
is just basically the most massive unlock for Monnet.
And honestly, I think probably one of the biggest innovations in crypto in the past five years.
Uh, we kind of expect other chains to kind of try to steal it.
Um, but yeah.
Um, so that's, that's kind of, uh, what Monnet is, right?
It's, uh, you know, custom database from scratch that's optimized for parallel execution.
Um, and yeah, with parallel execution.
So, um, yeah, I mean, like the EVM itself is pretty constrained just because the database
for the EVM is commoditized.
So, it's really just not optimized for high performance.
That's why if you build on the SVM, like Solana, or you build on in movement, like for
Aptos and SWE, because you're not on the EVM, it's not as difficult to get high performance,
but Monnet will be the first chain on the EVM that has this high performance and is, you
know, decentralized.
So, you know, it's kind of like on, like a major unlock, just like for developers.
Um, is, uh, I think I saw on the website, what, what, what's the TPS that I guess Monnet
claims to have?
Was it like 10,000?
10,000 or something?
How, how exactly did you guys come up with that number if you're not on mainnet yet?
Yeah.
So TPS is a funny thing because your typical chain, what they'll do is they'll, you know,
like we were talking about kind of the way that, you know, Binance Smart Chain is able
to get high TPS.
What they'll do is basically, you know, they'll take just a few nodes, put them all in the
same room, jack up the RAM.
And then on top of that, what they'll do is they'll actually run really simple transactions.
So basically just token transfer, just me sending money to you.
Like if you send money to someone, that's the least gas, uh, like expensive type of transaction
you can do on chain versus imagine if you were to go and, you know, do some like complex
lending computation or some crazy like on chain game or whatever.
So what most chains will do is they will just like create these like kind of phony test environments
and these non-realistic on chain environments of what, um, you know, like transactions will
actually look like in like decentralized, decentralization will actually look like on the chain and then
use those stats to basically promote themselves.
The way that Monad gets its stats is by running, uh, a theory, recent Ethereum history.
So the past like one or two years of Ethereum, just because we feel like that's the most realistic
on chain environment.
Um, so, you know, like we have our internal devnet that is live and, you know, it's EVM compatible,
so we can simulate recent Ethereum history and that's where we get those, uh, numbers from.
Okay.
That makes a little bit more sense.
Cause yeah, that was just something that I, when I was doing a little deeper dive, you
know, it's one of the biggest things you guys claim.
I think it's one of the first sentences, right?
Is that you guys hit 10,000 TPS.
So, uh, go ahead Bongo and then we'll translate it to a couple more questions and just how to
get involved.
Go ahead Bongo.
When, um, when you talk about custom databases, how does that look?
I mean, are we talking about physical infrastructure or like what, what is that?
It's no, it's, it's code.
It's the lowest level code of the chain.
It's like the most complex part.
It's, it's bait.
Like I said, it's your Excel spreadsheet.
It's just what's keeping track of everyone's balances.
So it just needs to be able to update, you know, super, uh, super quickly.
Like basically if you're a chain and you tried to push a thousand or 10,000 transactions at
once, there's these chains, their databases can't actually keep up with the transactions.
They can't go through.
So that's why I like the database itself is like really the ultimate constraint, um, of
blockchains.
So, but the edge that you have is how you customize and build those databases, like the architecture
or nobody else.
So basically, yeah, pretty much every single chain in crypto uses a commoditized database.
So like Ethereum's, Ethereum didn't like create its database from scratch.
Like it kind of already existed and you can just port it where Monad is the first chain
to create a custom database from scratch.
Yeah.
That's interesting.
And I mean, definitely something to be proud about because it's in a sense, you're optimizing
the whole SQL functions that are in the background, so to speak, and just the ability to manage
that data.
Um, now moving into, I guess the next, uh, question or phase, right.
Is, so we, we hear all about Monad, right?
We, we understand the tech now to a certain extent and we, we believe in it.
So how is it does that someone goes about getting involved or, or even just furthering their
Monad exposure?
Yeah.
I, um, I wrote a tweet thread about it recently.
I'll pin it.
Oh, I have that.
Okay.
I'll pin it up.
The, the one about the, how to get like the rank up in the Monad ecosystem, how to level
Yeah.
So just, I can tell you from the inside looking out, um, you know, we have a discord and we
have telegram groups.
Um, just to start with telegram, uh, you know, we have three chats, uh, you can think of
them as like a triangle where, uh, the OG Monad community chat is at the top of the triangle.
And then the bottom left corner and the bottom right corner are the purgatory and the house
and land dock.
Um, so, you know, house and land docks just for general, like ship posters, just like,
you know, cool, fun people where the purgatory is for artists.
Uh, you know, every week, you know, we have, uh, just like a mission and people compete.
Uh, and if you win, you get to move up into the OG chat, uh, OG chat has been going for
13 months.
Now, uh, the OG chat got the wormhole airdrop.
So about half of them got 8,000 wormhole tokens and the other half got, I believe it
was 2000 wormhole tokens.
So when the wormhole airdrop happened, that was about for just being in the telegram or what?
Yeah.
For, yeah.
So what, yeah.
So for being in the telegram, yes.
Uh, the people that did the wormhole missions when we were running them were the ones that
got the higher airdrop and the people who didn't were the ones who got the lower one.
So, uh, yeah, like half the chat got wormhole airdrop of about $14,000 and then the other
half got like three or $4,000.
So it's been fun.
And then also in the discord, um, yeah, the discord is just like pretty much engineered to, to
where, you know, we're trying to make it.
So you can't really farm it.
Uh, you know, if you enter, you enter automatically into like a newbie chat.
And then if you want to, uh, advance into kind of like the general chat, you actually have
to be nominated by someone else for your contributions.
And then once you're in the general chat, you know, there's other ways to level up.
There's lots and lots of different roles for all different types of people who have different
skill sets.
Um, and yeah, I mean, you know, really just, we're building a community.
I think a lot, a lot of people in Monad genuinely just have lots and lots of friends within the
Monad community.
And that's why they come back each and every day.
Um, and I would, I would just say, you know, it's not really the type of thing you can
necessarily farm.
I think it's just like, if you make the conscious decision of like, I really want to join and
participate in the Monad community, you'll find that it's really not that hard to level
But if you kind of are just like going and trying to farm it, it's probably, you know,
you're not going to go anywhere.
So I guess just a general question has, do you have like, okay, from, and then this is
just me being frank.
It seems like you got a lot of community members, right?
But community members show up to events, who's hosting the events, who's there building,
who's innovating?
What is the incentive to go to Monad besides just my friends are there?
So you're, so it's, sorry, you're, what, what, sorry, what exactly you're asking?
Well, what, what's the attraction point besides my friend being there?
Well, I think that there's a few things.
I mean, one, I think people are, you know, generally bullish on Monad, the tech, like
we raised like $200 million from Paradigm, you know, founders are from Jump.
It's like, it's a pretty compelling story.
And again, like the database thing is really, in my opinion, like the most innovative thing
crypto in the last five years.
No, no, I get that.
But I'm saying like, as a, as a participant in the market, let's just take
blast, right?
Monad is in a sense, in the simplest form, like a blast.
What is the thruster?
What is the blaster?
What is the fantasy top that has been layered on top of this to now galvanize the community
that you already have into doing something on Monad besides just being bullish on the
chain?
Yeah, I think that we're keeping our cards close to chest.
I would say like, one example of something that we're extremely excited about, or order
books.
So, you know, basically, like, finance has much better liquidity than DEX is.
And like, the reason for that is because finance has market makers.
Like the primary reason why everyone that trades on change trades on Uniswap is because gas
fees are so expensive and TPS is so low on chain that market makers aren't properly incentivized
to provide liquidity.
It's not profitable for them.
And so our thesis is that, you know, if you have low enough fees and high enough TPS, you
can actually unlock use cases.
And I would say the one use case we're most excited about is order books, because, you
know, when you have order books on chain, and you have market makers that are properly
incentivized to provide liquidity for them, suddenly, you're going to have deeper liquidity
on the order books than the AMMs.
And it's going to provide better execution, better experience for users.
I would say that those projects are still being built in stealth.
And if you pay attention to Monad, you know, it's like a Monad eco account as well, I would
say it won't be too difficult to spot them.
But, you know, it's still it's still a little bit early, right?
I still think that, you know, you're early to Monad.
And I would say that, you know, keep keep your eyes peeled because we do have things coming
out.
You know, we have, I think, something that a lot of NFT people are going to be excited
about coming out on Tuesday of next week.
So keep your eyes peeled for that.
But for now, I think generally just getting involved with the community, having fun.
And then, you know, the further you go, I think the the better information flow you'll
tend to have.
Makes sense.
Go ahead, Floor.
I know you're big on Monad.
Yeah.
Hey, what's up, TDA?
No, I just wanted to touch on on what Toon said about the database.
So what's what's novel about Monad is, yes, that they are building the execution layer
from scratch for it to be as as performant as possible.
Like, for example, we all have computers and we see that they're quad core when because
of the way that the client for the EVM is is written, it can it can only use one one of
the cores.
So these guys rewrote the execution layer so that it uses every single core in your computer
and it tries to process those transactions optimistically, which is, you know, where the
parallelization comes in.
So there's other chains that have done that.
Like AVAX rewrote the execution client as well.
But what's really novel about these guys, what really caught my attention is that the custom
database, because the database is basically where like is where the ledger is, like, like
Toon said, like the Excel spreadsheet, it's not I think Bongo is thinking more like a like
a data center with hard drives.
But these guys rewrote that custom database, which not even big companies do it.
Like, I think Apple doesn't have a custom database or they just started using it recently.
Like Facebook doesn't use a custom database so that these guys went all the way to rewrite
the database, like that's what tells you how focused they are on performance and removing
inefficiencies in in the markets, which on chain, because everything's so slow, because
everything needs to be verified cryptographically, especially when you're when you're touching
state, which is when you go to the database.
That's what takes the most time is good is touching state.
And and that's you have to do that cryptographically, which is why how this inefficient what's touching
state?
What's that like basically, you know, reaching out that the balance, let's say on a transfer
that the balance of the wallet is is still good to to make that payment or that transfer
like that would be touching state.
So since we have to do that cryptographically, that creates all these inefficiencies.
And these guys like there's only about 100 people, maybe less like in the entire planet
that know how to work on on a database at this level.
And these guys went ahead and rewrote it because, you know, these guys are from MIT, like several
other people on the team.
So and they come from market making for Robin Hood.
So they understand everything very well.
Like Keone wasn't in jump for seven years leading one of the high frequency trading desk.
Like you can't be there for seven years if you're not, you know, like like incredible.
Like these are some of the smartest people in the world.
So, yeah, I just wanted to add to the database.
And and also if you could share more on the lore of the Mon deck, you know, I'd be curious.
Yeah, I mean, I just wanted to give the guys a chance to respond to that if they wanted
to in anything.
Oh, you're good.
Go ahead.
Yeah.
Floor is the one that put us on the Mon ad a while back and has been constantly updating
us on, you know, something to keep an eye out on and just the funding and the tech behind
So it was good to have him up here and just, you know, corroborate and double down on it.
Sorry.
So something to add is you you mentioned like, yeah, like Blast has like all the degen eco,
right?
Like those are the type of apps there, which is great.
So what these guys want to focus on is basically, you know, defy like trading, perpetrating.
And and also, and I believe I read that they also want to go into like sports betting,
like, you know, like crypto casinos, like that aspect, too.
So just basically, you know, anything that requires performance, like these guys are going
to build.
But yeah, some ways you can get involved.
There's some NFT collections.
Obviously, nothing has launched yet.
They're on DevNet right now, if I'm not mistaken.
But but yeah, you can you can get there's a lot of NFT collections.
I posted these last week.
You can just DM me.
I'll tell you about there's also a lot of protocols that are that are really seeing like
special rewards and ways to get involved into other minor communities that are native
to to Monat.
And I think those will be especially rewarded like we saw with Pike already and with a
wormhole, which facilitates a lot of what these guys want to do.
So, yeah.
Interesting.
Toons, you said you have something coming up on Tuesday.
What do we have to do to get prepared?
Or do we have to put an RPC in our MetaMask?
Is there a wallet we need to download anyway for us to kind of get prepared?
Yeah.
Just to touch on.
Right.
I think like, you know, tech is cool and all and Monat's important, you know, but I think
like culture drives NFTs.
Like obviously you guys have Bitcoin PFPs.
Like Bitcoin's not really like innovating, but it's just kind of like the Lindy original
chain and like Satoshi.
So it's like for me, I think a big emphasis is really just like culture.
That's why I've been just trying so much to get involved with like the NFT community,
meet as many people as possible.
Meet you guys.
Thanks so much for having me again.
Um, but yeah, the Tuesday announcement is more, uh, on the NFT side, uh, not, not like
test net going live or anything like that.
Uh, it's just, um, just an announcement that I think, uh, you know, we'll catch some people
by a surprise that, you know, we're just super excited about.
Appreciate you for coming up toons.
Anything else you want to say, man, let us off with a little bit of Monat alpha.
And if not, I think we are going to give a couple options for people to get into the telegram
or figure something out on that end.
So you guys know how it works here at the TDA.
I mean, show us love, deserve to earn and, you know, help us lay down the bricks and we'll
help you get some bricks.
Go ahead, Tunes, close us out.
Well, anything else to say about Monat?
Yeah, just, uh, you know, first and foremost, want to thank you guys for letting me up here.
I really, uh, enjoy the way you guys have your space.
You're not letting shillers come up.
You're looking for pure alpha for the audience.
Uh, I think it's super impressive what you guys has built.
Uh, so thanks again.
Um, yeah, some alpha, I think, you know, we'll give away some invite links, uh, to the guys,
the hosts here to distribute.
So I don't know if that's the best way to do it.
Cause if we do that, your DMS will get mobbed.
So if you want, you, we could just distribute them for my account, like whatever you guys
want, but definitely invite links for people that are tuning in.
So maybe just to make your guys' life easier.
If you DM me right now and say like the daily alpha, we'll get like 10 people in.
Does that sound good to you guys?
Um, is that, Oh man, that sounds perfect.
And then, um, yeah, I think on that note too, I was just say, if you want to, Oh, sorry.
I was just going to say, if you want to add how they can continue building on past just
the telegram link too, you know, cause I don't want just people coming in, taking advantage
of the link and hopping in.
It's like, what's next once they get the link and get an inside it's, do they then get set
up for the missions and just kind of to where they're set up for success more or less?
Yeah.
There's a, if you're in any of the telegram groups, there's a weekly mission.
Uh, it's one a week.
Uh, it's at, uh, it starts on Tuesdays at noon EST and runs for 48 hours.
So, you know, it's not, it's really nothing too crazy.
Tends to take like five or 10 minutes unless you're like a cracked artist, then like you probably
will like go above and beyond.
Um, so yeah, that's the alpha, uh, maybe, uh, like three or six months from now, I can
come back again and have some more, uh, ecosystem alpha to point you guys to.
Um, because I know that, you know, that's what, you know, a lot of the future opportunities
is going to be, but you know, for now, I think really just, uh, joining the community, uh,
and having fun will be, uh, you know, just a good decision.
So yeah, I just want to thank you guys again for having me on and yeah, appreciate it.
Yo tunes much respect for, for rocking an alien.
And friends, dude, like those, you know, seriously, dude, like that's, you know, that makes me
bullish, man, because that's not a very popular NFT now and shout out to Sean and that community
is amazing.
But, but dude, I would expect you to rock anything else.
But so my respect, brother, get another PFP, get the weird fucking purple animal that you
have.
Yeah.
Just putting mooch on.
Oh, the nutsack.
Yeah.
All right.
Thanks for having me guys.
Really appreciate it.
Appreciate you guys.
Appreciate you guys.
Stage is always open, my man.
We definitely want to learn more about, you know, whatever they got cooking and any opportunities
that, you know, we can get involved with.
So appreciate that.
And if you guys shot him a DM and y'all heard that in time, GG's to you guys.
And yeah, man, go ahead, X.
No, I was like, thank you for tunes coming, killing it, you know, really doing the leg work
here.
I see him in multiple spaces, really trying.
Um, I don't think I would say is to make sure that you're, uh, you know, there's a lot
of people that are, uh, trying to get, get that back.
Make sure you're, you're surrounding yourself with the right people.
There's a lot of landmines on these spaces.
Just saying, but we appreciate everybody coming out.
TDA Tuesday through Saturday, 945 to about 12.
We'll be back tomorrow.
It's TDA or stay poor.
I'll leave it here for chief.
Love you guys.
Talk to you guys tomorrow.
Yeah.
Appreciate everybody that came out, man.
Appreciate all the special guests that we were able to have and all the opportunities
that we're actually able to give the community.
That's only possible if you guys do the simple shit for us, right?
Just like retweet, hit a bookmark on Alison's thread.
It comes out every day after the show.
It's a recap of everything.
It's a fire hose, right?
Grab your cup, sit down, go through the thread, figure out what applies to you.
Lastly, pinned up to the top is a tunes information on how to excel and level up in the community.
Take advantage of that.
If you did get an invite link and shout out to everyone that came out, man, we do this
Tuesday through Saturday, 945 till about 12, 1230 central.
Tomorrow is our Saturday show.
It's a little bit different, a little lighter.
We'll be here at 1030 central.
It's TDA or stay poor.
You guys be safe.
Have a good one and catch you next time on the timeline.
Catch you next time.
Yes.
