Projects
![]()
No projects found
Investors
New
DAO Treasuries
DATs
Lend / Borrow APRs
Chains
Categories
Spaces
THE DAILY ALPHA โป๏ธ
Recorded: April 22, 2025 Duration: 1:44:52Space Recording
Short Summary
In a dynamic week for the crypto space, Arch Network secures $13 million in funding, a new Bitcoin mint is on the horizon, and Magic Eden addresses community concerns with an upcoming AMA. Additionally, TradeStream introduces innovative tools for traders to enhance their performance.
Full Transcription
Thank you. Yo, yo, yo, yo, what's up?
What is up?
Appreciate y'all for stopping by on this beautiful Tuesday.
I guess we're back.
Above 90K.
Almost about to break 92.
So appreciate you guys stopping by.
If you're excited about being back, please like and retweet the space.
Best way to show support.
Give us a comment.
Request up.
We love to hear from you.
Of course, we're going to be hosting the space Tuesday through saturday from 10 15 to 12. got five shows this week um so yeah man it's great it's great to be
here it's great to recover it's great to battle through these hard times and then come out on top
and i feel vindicated for sticking around and not crazy and uh if you guys get uncomfortable every
time the market goes down you just want to quit uh you're never going to make it so you got to be okay with being here during uncomfortable times to make it in here
so we do appreciate you guys and hopefully you know we were a ray of light there during those
down periods to give you a little hope and give you some charts and getting some stuff to look
at so you guys can accumulate those prices so do appreciate you guys stopping by we're gonna go
i think it's chief's birthday week today.
So it's going to be a great fucking week.
Let's go.
How are we doing, Chief?
What's up, brother?
What's up?
Doing good, man.
Yeah, yeah, yeah.
Can't complain.
I think that the interesting part, too, is like, if you would have just taken a trip for a month, I mean, for a week, right, you would have weathered this storm and not even known that you knows in a
sense that bad right at the beginning beginning of april looked a little bleak but then you just
saw no real changes besides trump not tweeting every day right i mean he's literally just got
off the comms a little bit as not as heavy as he was and sure enough you know the market's slowly
starting to recover and at least the the scare of the tariff fallouts is gone so yeah i don't think we'll ever see that much fear
uh again so it's kind of like you got to buy the fear even though you know people are cliff
dwelling on the timeline like we're going down the 50k but like i can't see us getting that like
that amount of global fear and all monetary policy stocks crypto and
like i think it's behind us so if you're trying to guess like if we're going to go lower like
we have to basically reenact what we just went through to get that kind of capitulation so i
just don't see us going back down there because i feel like the worst is behind us you know i think
a lot of people learn too right i mean that's one of those things you were just saying right now.
If you get scared every time it goes down, I mean, ultimately, you should have a little
bit of quote-unquote fear or in that sense.
But if you're actually scared, if every day you're checking price, if you can't sleep
well, then that's like a sign to do a little wellness check, right?
Where am I over-leveraged?
Why do I feel like this? Am I playing with money that I wellness check, right? Where am I over leveraged? Why do I feel like
this? Am I playing with money that I need tomorrow? Right? Because I mean, to a certain
extent, that also plays into this kind of stuff. It's identifying your health in this. And are we
over leveraged? Are we not? I think that the whole world realized that they were too dependent on one
man for about a week and a half. and motherfuckers started making moves to where
yeah we we can ultimately they are a superpower or the superpower for now right the dollar
america etc but the dependence on each other has to start splitting off right there has to be some
type of uh quote unquote decoupling uh of that one guy can ruin or run all the markets, not just America. Right. And I think
a lot of people got that wake up call last week or these last two weeks. They're like, dude,
how did this one guy come in and just wreck havoc on our shit too? So a lot of people pre-positioned
or change their positioning in order to weather these kinds of storms in the future. And like,
and I think you're right. I don't think anyone's going to get caught to the same level of with their pants down and not knowing what to do right again
it might happen to a certain extent but it's like yo at least we now know we have protocols we've
seen this before right and they can start trying to pivot so ultimately there's always black swans
and whatnot but this was a big wake-up call for the people that didn't even think that they had
anything to do with America and realize that America was running their markets too. So yeah,
with like Trump kind of, you know, people want to get away from just Trump in general. Like,
I think, you know, him kind of hinting at firing Jerome Powell. I think if that happens,
that could dump the market. So if he's going to be here tweeting, people are going to get out of things that are like, you know, investing in America.
And that's why you see the dollar going down.
That's why you see people getting into gold.
So people are like, all right, we got caught this month.
This motherfucker is on a tirade.
We're just going to like get out of the things that affect those.
But when he tweets affect those prices and then, you know, they're dumping the dollar.
And then if you see like the other currencies are going up compared to the dollar and then you see
gold. And now like mainstream media is running with the gold narrative and like, you know,
it's like this is a risk, you know, this is risk averse asset. And now people are like,
oh, what about Bitcoin? And then now you hear people on mainstream TV kind of saying, hey,
Bitcoin's also, you know, supposed to be this digital gold. And now they're talking about
mainstream media.
Now you just see a lot of FOMO on the timeline of people trying to get in Bitcoin.
And we were showing you guys charts last week of the capitulation from retail and short-term holders.
They were dumping their tokens on Friday.
A lot of short-term holders, people under $100K Bitcoin, all capitulated and whales were gobbling it up.
And you saw it on the timeline. Like, were giving up, people were canceling spaces, people were, you know,
crashing out. And those were the people that were selling their last Bitcoin thinking,
you know, this isn't going anywhere. And look what we do. Frickin' three days later, we fucking go up and it's up and like, now they're wrong and retail is always wrong.
So like, that's why we always try to bring on-chain metrics because that's where the truth lies.
When whales are selling, you need to be fucking selling.
When whales are buying, you probably need to be accumulating. When retail is buying tops and selling bottoms, that's probably when you need to get out of
the fucking market.
So we were showing you guys plenty of charts last week on-chain, showing you guys like
this is probably a good accumulation zone and it turned out to be correct.
So Lord, how are you doing, brother?
You feeling good about, I mean, you stuck around, you're up here fucking every day so appreciate you you know
having some conviction and sticking around brother how was uh how's everything going with you brother
how was your weekend bj weekend was good dude i can been chilling doing some like housekeeping
getting a lot of a lot of discords a lot of telegram groups all that stuff um i'm bullish
as hell um it's nice to see like a bounce, right?
Like I've been waiting for a breakout for a minute.
We've been at 85K just steady.
But yeah, dude, I'm going to stick around until, you know, forever, until I'm dead.
But I'm actually like optimistic though.
I feel like a lot of people get very pessimistic, like you were saying.
And I've just been trying to stick around and do the things, bro.
Like, you know, like fucking Airhead specifically was like one thing that i was like i need to farm xp in this and like
everybody's talking about it right there's like a lot of other stuff people are starting to talk
about get excited about so i don't know man uh i think it's a good time to farm it always has been
uh kaido was really good while everybody was bearish you know like there's just a lot of
good things to do and hang out so i think it it's worth being around when people are bearish.
Because that's when you find those, like, little niche opportunities, bro.
So, yeah, I'm not fucking leaving.
And on top of that, too, it's like, yo, just find a hobby, guys.
Like, literally, go play a game.
Read a fucking book.
Oh, yeah, dude.
Real life, by the way, is a thing.
Yeah, let's talk about that.
No, like, just throw that in there.
Like, shit gets bad out here.
You can literally log off for a day or two, bro.
Go touch some grass.
Hang out with your significant...
Read a book.
Go play your favorite game.
Go binge watch a show, right?
And then you're not gonna...
I mean, like, that's what I don't get.
People just sit here and it's like, you have to make a trade today.
No, you log on.
Oh, everything looks like shit.
I'm gonna probably be at a disadvantage of trying to make some money today no you log on oh everything looks like shit i'm gonna probably be at a
disadvantage of trying to make some money today hmm i can sit here all day and try to do it but
if the tables aren't hot probably not gonna win but i'm gonna sit here all day and try to do it
and waste all my money instead like no motherfucker go make some friends go disconnect go to the gym
i think that that's the hardest thing that i mean mean, I don't think enough people say that, right?
We tell you to keep clicking and keep going and all that.
Like, dude, the biggest superpower in this space is having the ability to show up tomorrow, right?
There is a bajillion, million, trillion Google, however many aliens you want to put of opportunities.
Always has been.
They keep coming up. We just got to flip over rocks and find them but build bro like if you're a nerd and you
want to be around like you can do windsurf it's fucking free it's like an ide you could build
software you could just like learn with ai you know i've been doing a lot of that bro like i have
like i'm gonna push a bunch of stuff to github soon for like open source type motherfuckers that want to like i got a couple i got a group chat like six dudes
from my collection who are like starting to get into that right so like yeah dude like there's
all kinds of stuff you could do but i've definitely upped my skills the past like three months when
things have been kind of down you just log in see if there's anything to farm see if there's anything
to do and then work on something RL. You're 100% right.
That doesn't get said enough.
And people here get like crazy, dude.
I've got a couple of people
who are just like reply guy
and me sometimes.
I'm like, dude, like what?
Like, what are you guys doing, bro?
What are you doing?
Nobody's looking at this.
Go do something.
Yeah, the worst,
the best and worst thing,
best thing about this space
is when we go down only,
like there's nothing to do.
Obviously there were things to do,
but a lot of these projects like sit on their hands and don't want to launch stuff in
bear markets. But when we break resistance and we start going up and we get momentum,
like you see the flood of announcements and now it brings more excitement because now people are
like, oh, now we got some stuff to do. We got some stuff to talk about. So like the worst thing is
like no one talks about anything when we go down, But once we kind of create more vibes and we go up, now you have all these projects and all these people that have these things in their drafts waiting, just like posting them nonstop.
So we have a ton of stuff to like talk about today.
There's tons of protocol upgrades, people talking about new things.
And I just wanted to bring a few things up just with the gold versus Bitcoin.
The 100-day rule, this chart suggests that gold
moves first, but Bitcoin follows with force. When gold rises, Bitcoin tends to follow. 100 days later,
more aggressively. And then just kind of showing you what we've been talking about too, the global,
the M2 money supply versus Bitcoin. There's like a 12-week delay of this, but it's all kind of
lining up, guys. It looks like we're going to hit this parabola and kind of get into those kind of crazy phases
and maybe break 100K.
And Arthur Hayes is back on the timeline, you know, was kind of calling this all for
the past two weeks saying 77K was the bottom.
We're going up from here.
And, you know, he was right.
You can say whatever you want to say about this guy, but he kind of called the bottom.
And he's calling this bounce too. And I think a lot of people are saying, you know, this is the last
opportunity you have until we go to 100K. You know, he says like Easter Bunny, bounce, bounce,
bounce. Seriously, fam, this might be the last chance you buy Bitcoin at 100K. New essay drops
this week about the BBC bazooka, treasury buybacks and Yahtzee. So a lot of people are kind of
calling, you know know 100k is next
and just kind of looking at some resistance charts for you guys to kind of see where we are
um so you guys can maybe trade this we have kind of resistance at 91.5k um we have support at 83.7
um and then breakout would be you know below or above the any of these levels so looks like we're safe around 83 and if we break
91.5 we could kind of go breach 100k but I think it's going to take a few attempts to kind of get
to 92k us kind of breaking above 87 uh 88.5 last night was a new higher high so we kind of got to
respect the pump and probably going to retest uh retest that higher high that we just created.
So I think we probably go back down to 88.
And if we can retest that as kind of support, and then we can maybe start, you know, cracking
at the ice at 91.5 and maybe break up to 100K.
So it's looking nice, man.
Everything's looking bullish.
People are back on the timeline.
Capitulation is over.
And now it's up only.
So hope it's up only.
But yeah, there will be some be some you know times to buy and
like that so i mean and it's it's kind of working similar to what we said right i think that the
biggest indicator for risk on for assets right now has been farcoin similar to how last cycle
it was pepe anytime you saw pepe start catching bids or start moving ultimately you saw the market
at least start to seem more risk on right or money
starts sloshing around uh and the same has been kind of happening as far coin being the front
runner uh ultimately it is a bigger meme you know sitting at over a billion market cap has seen its
light a day in traditional legacy media as well so we saw it run and then ultimately everything
else is also following i mean i'm seeing most shitters are in the green in that sense.
And so, I don't know.
I think that that's a good barometer too, right? As we start seeing more money just being out and available as liquidity,
this has been a pretty good indicator, at least this cycle,
as when Farcoin starts ripping and starts getting consecutive green days,
more or less a little bit of the market turns with it.
Yeah, I don't know if like, I think a lot of what's going on right now with gold rising,
Bitcoin rising is more just like risk off. So I think if you guys are looking for like an alt
coin season, I don't think that we're there yet because a lot of this is just like, all right,
we're trying to get risk off in this market. So I don't see a lot of whales unstabling and trying
to get into all coins right
now until we kind of get more clarity on trade deals and all that kind of other shit and you
know the past few weeks has just been leverage trading and we really haven't had these etf
inflows which is like healthy spot buying and that's hard bro i mean like i agree with you in
that sense but we i can't argue with a chart that has a 30-day output the way it does you know
what i'm saying like we can say that people aren't attracted to alts and maybe not specifically other
alts in itself but i mean it's outperformed soul it's definitely outperformed eeth right and so in
that sense i mean and it's sitting at over a billion dollars so competing with actual l1s and
l2s so i mean you know me i don't i don't have conviction in shitters at all right but in a sense i'm i'm seeing this as like just raw data
it it's moving a little bit differently than everything else and could be something in its
class like pepe was right that just moved on its own so to speak yeah it was classified as an alt
but still like when pepe ran pepe ran and did its own kind of pepe thing so
yeah i just don't see this as like an indicator that like alt season or meme coins are back i
just see this as like an apex predator and this is just kind of showing you know this is like a
leverage play on top of soul more than it's like okay far coins pumping we're you know the trenches
are back like i don't see that right now i still think people are scared and trying to be risked
off but we're getting some healthy spot inflows.
The U.S. spot ETF saw $381 million in net flows on April 24th.
This is the biggest since January 30th.
Arkham led with $116 million, and FBTC left with $87, and then GBDC added $69 million.
So just like retail and these ETFs, they all sell and capitulate too.
But when they get a little momentum, you know, we're starting to get, you know,
not leverage trading of like 20 or X leverage now on Bybit or whatever.
Now we're actually getting, you know, healthy spot buys on the ETFs,
which I think are also kind of leading to some more healthy price action.
So what up, Sam, brother?
What up, man?
I saw your hand was up.
My bad, man.
Yeah, what's up, X?
What's up, Chief?
I concur with what you're
saying x on the um the bitcoin you know learn th chart analysis you won't be scared you know
when they make the entry you know when the exit you know what i'm saying like like you said um
according to my charts we're in the second golden ratio and we got like what eight hours and 27
minutes to get a counter to close on the daily like you said that looks real good but i say it say this um learn technical analysis
so you won't just be guessing or following what's on you know on the streams and whatnot so and um
chief happy birthday man you're aries huh no my birthday's Wednesday, but I'm a tourist.
Oh, you're a tourist? It's Wednesday coming up.
Yeah, yeah, yeah.
It's this Wednesday coming up.
Yeah, my brother's a tourist,
but yeah.
Oh, not Wednesday.
Thursday.
Yeah, I don't even know my,
I don't even know my birthday, bro.
But yeah, it's on Thursday.
It's the 24th, Chief.
It's the 24th, brother.
Yeah, yeah, yeah.
I know the date.
I just didn't know, like,
the actual, like,
the date kind of thing.
But yeah, the 24th.
I got it.
Oh, okay.
Cool.
Yeah, just so, yeah, technical analysis, always great way to kind of thing but yeah the 24th okay cool yeah just so yeah technical analysis always great way to kind of you know do your own research and don't have to follow copy traders and shit like that i've been kind of hinting at this for a while
i've heard this in the background that coinbase was gonna you know create their own bank and it
looks like you know some news came out that coinbase circle and bitcoin are considering
applying for u.. federal bank charter.
If approved, Coinbase and Co. would be allowed to offer traditional banking service to institutions and average clients, such as loans and deposits.
So I don't know if this is going to be a brick and mortar where you can just go walk into Coinbase Bank at your local grocery store or whatever, or this is going to be more of a digital bank.
grocery store or whatever, or this is going to be more of a digital bank.
But I've been hearing rumors that Coinbase is trying to launch their own banks.
And we're starting to see all these applications for money licensing through X and all this
other shit.
So I do think that was something that I was kind of thinking that was happening last year.
And it looks like that's coming to fruition sooner than later.
So I think that'd be kind of crazy if we can have a Coinbase bank that we can walk into
and take loans out.
And if you have like Bitcoin or like an expensive entity you can use that collateral and shit uh
that would be just like a next level kind of thing that i don't think a lot of people are even have
on their radar so that's all that and then obviously crypto casinos are pretty much what
you know the product market fit for the people that are here left well crypto casino casinos generated 81 billion in gross
gaming revenue in 2024 that's up 5x from 2022 despite legal barriers they continue to thrive
leveraging vpns and operating from offshore jurisdictions so you guys are wondering why
everything is a fucking casino is because it's fucking the top grossing thing in all the crypto
other than uh crypto scams so So, you know, obviously that's
probably not a great thing for getting new retail in here. And that's probably why retail calls
crypto a scam. But that's, you know, that's why you see all the products are basically casino
based because this is grossing 5x more revenue than 2022. And it's probably the biggest growing
sector in all of crypto. So all that was interesting and just kind of reestablishing
the fact that, you know, gambling is the best product market fit for crypto as we speak. growing sector in all the crypto so all that was interesting and just kind of re-establishing the
fact that you know gambling is the best product market fit for crypto as we speak hopefully that
isn't you know forever but uh for now that's what's happening so that's a little did you see
the the gold atms have you seen that that just came out this is the first new gold atm ever but you just walk up and it melts your gold
right there on the spot and transfers the money to your bank account so this is how they're doing
it in china there's no i mean like why go to the pawn shop why do any of that ultimately we have
technology now i'm pretty sure there's some level of ai in there but yeah you put it in there it does
the same little tester that the pawn shop guy does probably checks the quality whatnot and then just smelts it right then and there
and gives you the weight slash gold equivalent directly deposited into your bank account
so that's kind of wild bro i mean i'm just thinking what could go wrong here
i mean you could try to steal the machine, but that bitch is probably super heavy, bro.
After like all the gold that gets inside.
I mean, you're going to want to try to get it.
You can't, you know, I don't know.
But yeah, I thought that that was new.
Right.
Ultimately, even facilitating the ability for some people to get more gold.
Right.
The guy who owns this is obviously stacking up gold like MF or right.
And then taking advantage of the people that need any kind of
instant uh this is just a little bit more permanent than the pawn shop so i thought that
that was wild and it just dropped and then lastly uh in terms of macro wise i think this is the
biggest and one of the important things right we were talking about this last week about miners
selling uh and then yes so it says hash price has briefly dipped
below the critical $40 per hash level, tightening the margins for miners. Public miners have
reportedly sold 42% of their March BTC production as profitability declines and sector evaluation
drops below $20 billion. Ultimately, this is a couple hours ago,
and people are still adjusting for this increased demand. But what we've said and what we've noticed
is if and with the increase of all these ETFs, a lot of this stuff isn't really happening
necessarily on chain anymore. And I think that that's one of the biggest necessarily or bigger
issues for the miners is that even though there's a lot of bitcoin being purchased and sloshed around
they're no longer in a sense receiving their cut so i think that that pivot and how they're going
to ultimately adopt new covenants right and new consensus models to keep the miners paid because
if those guys actually decide to just shut down or go on
a strike or something i mean then you kind of really see uh how strong this is right we've
never really had that because ultimately everybody wants the money on the other side
and you need to convince millions and millions of people to hey you don't want the money
that'll never happen but it'll definitely start to slow down and change if this no longer seems to be profitable
right and then if energy rates start to increase so yes i mean you said provenance i didn't so
i guess we'll talk about uh all kinds uh kind of taking off here a little bit um over the past week
there have been alcoines protocol what do you have okay no i just want to
know so i got a couple resources on that too so yeah i got lord up here has also been playing
around too i asked him before the show if he if he knew anything about it um lifo fifo is also
talking about that you know uh uh ollie wallet now supports all kinds um there's also um there's a website called id uh yeah i got that pinned up
top right there uh kamski did a little quick uh tldr probably real simple obviously there's other
alternatives right but oil wallet a wallet you can mint all kinds directly on mental kinds and
then the actual trading platform is the idclub.org
right lifo also said that you can tap into uh and mint alkynes through his suite of tools that he
offers to the wizard of ord holders it is free if you're a wizard of order holder and you can access
please note that as with ordinals and else, this is another brand new experimental protocol.
So, don't ape all your money, right?
Have fun.
Try it out.
Learn.
Explore.
But this is, once again, an experimental protocol.
And these, you know, take a little bit to where they're 100% safe.
So, not this specific.
We saw with Odin.
We saw with four other custodial dexes last week.
So just throwing that out there, not to not participate,
but just be careful when you do, right?
And just ensure that you're doing it to explore and have fun.
Yeah, this is like a first, this first meta.
I guess it's a bit complicated.
And we've seen this with Odin and others.
There's a few that are already out there.
Methane, butane, and bentane.
The very first one seems to be diesel.
This guy's saying the bidding war on diesel is kind of ridiculous right now.
People are paying 100,000 stats for V-Bite for odds of catching a block.
Curious to see if the challenge has enough weight to sustain.
Diesel minting quickly, becoming a high-stakes Bitcoin native competitor sport.
Diesel venting quickly becoming a high-stakes Bitcoin native competitor sport.
People finding a RBF upper bound limit of the current king pay upwards of 10,000 stats per V-byte.
Diesel currently going for $60 on secondary.
So apparently this is like a kind of like minting sort of like bitmaps where it's like a free open edition.
It's kind of like an open edition.
People are continuing to mint these stuff and kind of sell these for like 60 bucks on secondary.
It's pretty interesting.
Lord, you've been fucking around with this.
What's kind of your experience with Alkine?
Is this kind of just, I mean, some of these are at $23 million market cap.
But like if you look at the daily changes, they're down like 20, 15, 30%.
So I kind of feel I'm kind of late on this.
But like one thing that I think that could
possibly kind of ramp this up is, um, some other wallet support and Arthur Hayes, um, basically
retweeted this probably nothing. He's behind all kinds with airheads. Okay. X wallet says only the
top 1% of DGents will know what this is. It's an air balloon, um, kind of with the green gas.
And it looks like maybe all kinds will will be tradable on OKX wallet,
which has a massive Chinese community.
So I don't know, man.
What's kind of your thoughts on this?
You've been playing around.
Is this kind of a first is first?
Are we late?
Or is there actually some momentum here going forward
with like new things on Bitcoin, smart contracts and covenants?
Yeah, for sure.
I think a lot is not possible on Bitcoin.
So like Alkanes is a metaphorical
that like allows a lot of that shit, right?
So I've kind of seen like similarities
between like when BRC20 got picked up,
there was a lot going on.
It was very confusing.
Like you had to get on UNISAP.
Most people didn't want to do it.
So I think that was like, similarly,
we had that early opportunity
before everybody was talking about it
and now everybody's talking about it. So so yeah like you saw a big pump obviously and it's going
to dump a bit uh just overall but i agree that like um it's on id club like most people aren't
going to use that i haven't even heard of it unless you're like really og bitcoin probably
um or chinese right so like uh china max bidding pumped it like crazy and then people here found out and bought
more and then we saw a little dip um but yeah i do think that like why why not would it not expand
other platforms other wallets supporting it everything like that um like chief is right on
the money where it's like the easiest way to do is just id club and mint alkanes like keep it super
simple um to either mint or trade um But there's also, you know,
there's a lot of resources from the team, which I respect, like you can just throw them into AI
would be my best suggestion. If you're trying to like understand more about it, they have a lot of
documentation for builders and all that. Right. So like I've messed with some of that and it's
really not that hard. Like I out a contract yesterday uh just to
like understand more about how it's done and like you can download like their sdk and if you're a
dev like you could probably cook something up pretty easy now that they have all this these
docs out um but yeah i agree with your sentiment right where like we just see more support from
more platforms and that probably helps send it a little bit more um these guys are like it's a team
from like you know they've been building crypto for a long time they've got a lot of cool videos and stuff
explaining what they're doing so do i know what happens long term no but i know that like it
solves a lot of problems that we currently have until we get like bitcoin upgrades like ctv
and other things like that so i think it's probably got legs i don't think we're like
necessarily too late me personally though like i said like I remember when they were minting out, right?
The airheads, like I've been farming XP in the wallet since then.
So like maybe a move is to if you have BTC assets, even just Bitcoin, like parking that
in an oil wallet, you gain XP every day.
So I'm going to go ahead and assume that they're going to do like a pretty decent airdrop,
depending on your standing there.
Like that's to me the easiest thing to do right now is if you have BTC assets, you don't want to like trade, just move them into the wallet.
That way you could like farm XP for whatever they do next.
Or like if you're trading, like Chief said, like don't move your whole port there.
Obviously ever, that's stupid.
But I think there's opportunities and i think if there's some new alkanes like getting minted that end up getting hype like i
think you could see runners there you know what i mean so there's there's probably like dgen
opportunities is what i would say and then i agree like i'm like unisap might have support you know
and like what if okx what if that's talking about alkynes like if they do all of that's going to
bring more attention and hype to it
and make it easier to trade.
So it's kind of the same thing with runes, man.
Like pre-runes and all this bullshit, there was like so much friction, right?
So if you got in early, great.
And like a lot of these people already did get in early to alkanes.
Like that's undeniable, right?
The people who were just there buying methane and doing all this shit.
So you might be a little bit late, but like I said,
I think there's probably money to be made there there and there's definitely like passive farming that you could
do that i think people are sleeping on a bit um just in the wallet itself so that which is like
we're seeing airheads pump like crazy right like i think they went down to like 150 bucks at one
point or something it's like almost 800 floor right now so yeah i don't know i'm bullish on
that team though like they're definitely fucking cooking um so we'll see what happens man i know there's also ways that you can like send runes
to alkanes like it's kind of complex but you can there's like bridge mechanisms where you could
lock them up and uh like claim runes as alkanes instead or like burn them for alkanes so i don't
know if that's gonna happen right like if
if this becomes like a consensus thing where now everybody wants to do alkanes instead of runes i
don't know that that's gonna happen or anything but i know that those like mechanisms are possible
yeah i read into that so there's this whole breakdown i think i even may have bookmarked it but
in a sense uh alkynes are actually 100% interoperable with the rune standard,
right? They just have to be turned on at a KC level slash indexer level adjustment, right?
So when KC inputted the cenotaphs, right, which was that kind of, if you meant a rune, and, you know,
if you make a mistake or some shit, and the rune gets auto-burned, whatever that may be,
I forgot exactly how the Cenotaphs were, but he never turned that on, or they're not active,
right, and so, basically, what they were saying was, in a sense, that's the dependent piece in order to fully bridge over any og runes to alkynes
they would just need uh the ability to have cenotaphs on and if cenotaphs were on then you
could just in a sense burn uh the og rune over without any issues make it verifiable on chain
and just in a sense have it to where it's a one-to-one redemption
all done almost inside at a proto level right programmable level so i think that that's kind of
a hard push right because i mean i don't know if casey would but i think it's a lot easier for him
to activate a concept that he had already embedded and people like GG's to the Alkine's team
for doing that, right? It's a lot easier for him to just turn on a Cenotaph and that ability
rather than implementing a brand new amendment, right? Or pushing a full modification award in
that sense. So if there is a chance of it getting done, it'll definitely be this way, right? So
GG's to them and we'll see if Casey wants to do so.
I mean, I think that his biggest issue with programmability was MEV.
And that still maintains a quote unquote an issue or, you know, one of the biggest worries.
But I mean, MEV is just a part of it, right?
To a certain extent, MEV is a part of Bitcoin and just been a part in general.
So, yeah, I mean, Jan said big announcement loading.
This is one day ago. I mean, does Xverse supportverse support all kinds yet maybe that's an update for the wallet maybe it's an
announcement of an airdrop i don't know i think all kinds support is probably the announcement i
really hope it's a it's an airdrop um but yeah one day ago big announcement loading real so i guess
you turn on xverse uh notifications and you'll probably get that in a few hours of what's going on i do think it's all kinds but it is what it is man
go ahead chief yeah you have some stuff that you want i mean we have we put up today's mints i know
that you're minting something do you want to inform people on that or um there's something
launching on mega eth that people are minting on rarible but i'll put up to today's uh daily
mints there are a few interesting things on there but The rarible thing is an open edition so there's no like real rush no rush yeah yeah i was i thought
i had double checked and it's already at 19k so we can cover that and there's no people can still
get the test net and all that so no real rush on that i mean i don't know if there's anything on
the mint schedule that's going now but once you cover that, we can jump into that.
The Gord Labs, $30 to $35, $1,200 supply on Bitcoin,
formerly Guardians of Ordinals.
Now we're bad.
The Gord Labs seems like they're gearing up to drop multiple collections
under a new banner, but there's the red flag.
Their Genesis floor is sitting at .000015,
lower than the mid-price of this new drop.
So saying cut that shit.
Yeah, when they're changing their fucking names and shit, that's a red flag of shit.
You have a Barathun.
That's on Barathun.
The board is a combination of two artists as well.
It's like King Xerox and someone else.
And just, I don't know.
Is the King Xerox behind it, though?
Huh?
King Xerox is behind it he's
involved so that's interesting yeah it was like it was a couple artists i don't know i mean
originally it was two artists i was first watching it was in the guardians of thing but it just never
really got traction i don't know if they tried to launch and it didn't work so i was surprised too
when i saw it back on the launch pad because I've been more or less following it
But yeah, it's a two-artist project pfp kind of interpretation and they've been trying for for a while in that sense
So I remember king zero's got a lot of traction back during like the open edition meta and shit like that when uh
Gruffers gruff was coming out and all those others
So if he's behind it a little bit, maybe he has some of his artist friends that might back him
But you know their previous collections of under mint. So it's's behind it a little bit, maybe he has some of his artist friends that might back him. But, you know, their previous collections have undermined.
So it's just an art piece.
If you like the art,
I guess you like the art.
Barathun, which is on Barra.
It's going to be five Barra for public.
It's 4,444.
Bear NFTs, building creative tools
for devs and communities.
Art is all right.
But even free mints are struggling
on Barra chain right now.
We have Gotcha Gaming.
That's on Sonic. It's a 10,000 collection. It's a turn-based battle game on Sonic. It's like Axie.
You fight with your NFT monsters, pets like a card game. The mint is free, and if you're
whitelist, so there's no risk, it's still cheap, mint price for public. If the supply is not high,
then it might mint out. And I think also if you are a top 100 uh city holder on
petroleum land i think you got whitelist so if you guys are on petroleum land you can do um check
that and then lofi the yetis on suey pfp collection on suey and that's kind of the mint schedule
today do you want to pin up that uh that mint from um mega labs or mega mega youth labs or
whatever so people can mint it if they want it.
It's an open edition.
Another thing that's always an abstract,
I'm not like messing with it,
but it's super interesting was like,
I think a small and like magic token or something.
It's like a gamified thing where you have like AI agents
like playing for you.
That was really interesting.
Cause like I'm into some game five stuff, right?
Like with seals, I'm like waiting on Omnia and i'm like yeah dude like having an ai uh agent playing these
fucking web 3 games for you uh it's very interesting like even if they don't support it in game i'm
like because like i run a lot of local ai and i'm like i wonder if i could like train this
fucking model how to play like my web 3 games and farm it while i'm asleep or something is this
is this the small heads from matt the the old magic chain or whatever that yeah it's like yeah
dude i don't know exactly much about it but yeah there's like ai agents from treasuredow yeah so
i guess they're bridging over the abstract like everybody else well i mean dude even beacon beacon
got fucking cooked beacon was like the number one shit over there and then
since they shut down and couldn't afford anymore like treasure dow got cooked and beacon so
i think everyone's moving over to abstract but yeah the small brains and all that like
the small verse they were all like huge over there in treasure uh i pinned it up to yeah go ahead i
mean there's the nachi member card which is 0.00003
it's an open edition max 13 in your wallet launchpad rarible utility confidential and then
they have nazis dizziness that's the actual mint that's the the character mint so that one we
haven't got any allocation there's just you can kind of work on the timeline it's really a burn
like using this open edition well i don't know it would be very difficult for the burn just
because of the number of supply that we're at already i think we're at like fucking 20k plus
so i think that that's an interesting aspect um i mean i think it could be ultimately there will
have some type of functionality inside that ecosystem so it's's free. It's testnet mega ETH, right? I mean,
you can literally just go about it as a testnet like transactions, so to speak, or whatever,
right? So I pinned it all up at the top, you can go either directly through Rarible,
or through the actual project page itself. You have to individually click 13 times. So it does take a little bit of, I guess, time,
like five minutes of your day, but do it, right?
Get some transactions on there, participate in the ecosystem.
I mean, ultimately, if this rolls out similar to how Bera is and was,
you get and you will receive, not for us just minting stuff on testnet, but the projects, the communities that
launch and explore and experiment on the chain, they receive an allocation, right? And they're
the ones that are then able to disperse to their community members or anything like that. So
if this becomes an IP play, if this catches traction, if they receives, let's just say,
becomes an IP play, if this catches traction, if it receives, let's just say, an allocation from
Mega ETH Foundation. Ultimately, I'm pretty sure anyone that helped spotlight the collection,
helped them grow, whatever it may be, with this token in their wallet, right, it's a way for them
to at least find you and have the potential to reward you, right? I'm not saying that that's
what'll happen, but there's at least a way, if if they want to do so if you own any of these that they can't
So something to do and why not it's free
Yeah, I guess if we're speculating here if this is going to burn you're going to burn these nachi member cards to get the nachi dizziness
There's only 333 of the nachi
So like you're saying oh, I'm 13 i'm secure let's say there's 20
000 mints you're gonna need about 60 of these to burn so i'm just saying like 13 seems like
you're governed like okay i got enough i mean you might want to get on secondary even fair
get as many as you possibly can like it's written all over in every communication get as many as you can
so like when they announce that this is going to happen what do you think is going to happen the
second or it's going to skyrocket so maybe get ahead of the crowd and maybe use multiple wallets
and accumulate over 60 of them and you know when the announcement comes up maybe you sell them on
secondary uh on the run-up or maybe you burn and get the member pass um there's only be 333 of them
so it's a small supply they'll probably pump itself and it's member pass. There's only going to be 333 of them. So it's a small supply. It'll probably pump itself.
And it's on mega ethers.
Not a lot over there right now.
So just trying to speculate.
Get ahead of the crowd.
Do your own research as always.
But that's kind of what I'm speculating.
These are kind of going to be an open-dition.
You burn for the next stage.
And if you only have 13.
And when the announcement comes out.
Everybody's going to be rushing to get another 45 of these.
So might as well beat the crowd.
Even if they're raffle tickets. Ass assuming you need 13 for one raffle ticket guys this shit is literally
free you go to the faucet you get some free money and you spend free fake money for a chance to win
real things two fake frees for one real with dollar sign i mean once again i don't know how much easier you
want these layups so uh it seems pretty easy right seems pretty simple go as hard as you like
but yeah this is just an opportunity that's going on right now not a lot of people are
really talking about it and if you have no mega eth exposure getting involved with projects and
communities testing out these daps having the fun, hitting the faucet,
definitely are going to help your chances of building over there
and getting anything, right?
Anything from being over and helping them.
Go ahead, Brad.
Do you have something to say?
I'm submitting myself to the floor to become a faucet to my own demise.
So if you guys need any tokens and you don't want to click links
to get some faucets, I can gas you up
a little bit. For you guys on the stage,
obviously I love you guys. Just let me know.
Anyone in your crowd, send me a DM.
If you send me an EVM, I'm just going to assume
that's what you're asking for. Send me an EVM address.
I'll goose you up with a little bit of testnet
and you can just go fuck around. The reason
faucets are low is because that's where the bots
come in. We have to keep that shit
pretty low because we have people that
regardless of how much we tell them,
they will sit there and spin up a gajillion fucking wallets,
drain our shit, and then
use it to be malicious or
take advantage of you guys. But since I know you guys
are humans, I can give you guys more.
Just hit me up.
How did the...
What was it called? The Frogger game.
I know you guys kind of took that down to kind of get, you know,
devs working on it.
Cause everybody was playing it.
Is it back and running all working smoothie?
It's kind of all the rage.
Yeah.
If you guys, so that's actually a good use case for that.
Like it'll spin up a new wallet.
So I want to make sure you guys have gas for that.
I think if you like literally, we had to stop the auto.
Cause people were treating that like a faucet.
We had to stop the auto filling of gas tokens, right?
So, like, if you, because it was deployed on three chains,
if you came to the site and you did it,
we filled up your wallet on all three chains
that you could play on.
So, we, like, eventually,
we just don't have testnet tokens on those other ones
because people are bought in that shit, too.
But we have a bunch on ours,
but people were using that to spin up a bunch of wallets chart make run up our bill on privy and then
fucking like take gas that way so let me know if you guys want to go play um on that and you're
out of gas or having issues with it and i can i can juice you up there too um but it's live it's
cool yeah we had some cloud player issues a little bit like i think two or three hours into it but
she's she's back and going.
We'll probably spin up some more too,
so be on the lookout.
So you're someone that, you know, is heavily in the ETH and stuff like that.
Did you see the announcement from Vitalik this weekend
on this RIS-SickV kind of thing?
Yeah, RISC-V.
What is kind of, can you maybe give us,
I can read the thread or maybe if you know it,
maybe you can articulate it better than me in reading.
Can you give it like,
it's just trying to be more like mega ether more like solana and
have like fast transactions just on eth itself is that basically what it is yeah yeah i mean like
it means nothing to you guys honestly it's it's just a it changes basically like the developer
uh framework underneath underneath it right so evmM is the actual virtual machine
that runs on Ethereum.
They're talking about removing the virtual machine.
That's the thing that if you're going to deploy a contract,
you have to deploy using Solidity
and then it decompiles down to bytecode
and then it has 256-bit words
and some of that stuff is inefficient
relative to other virtual machines
like Move or Solon EVM, all that shit.
So it's just like, given that um that evm is a little inefficient in some stuff like based on how it's implemented on
on ethereum right it's single threaded it's not a high throughput like all this it's got some
inefficiencies it wasn't made for for what some blockchain stuff has actually turned into which
is why you have chains like us and monad coming through we're like we literally have to rebuild the shit from from the ground up to try to make
it still compatible with the tooling which is like fucking goaded right like evm tooling is is far and
away the best in the entire industry which is why people build in the evm too are still even if it's
not the best um so what they're just saying is like hey we're gonna rip that out uh use this
risk five thing and then you can like have some evm stuff atop it but that's some of the underlying infra is just not as um not as uh
one-to-one as it is today but like from a user perspective it shouldn't change anything other
than just make it a little more performant because they're gonna fuck you guys over and
other people building on it if they don't have access to the EVM if they're in virtual machine anymore? Well, so it's actually, no, so it's actually benefiting some of, like, some of the roadmap
they have, right?
So, like, ZK, everyone talks about ZK is the future, ZK is cool, ZK is the best.
Like, EVM was not built with ZK in mind, therefore doing some of the ZK computation
with the EVM is actually not that great.
So, like, if you rip that out and do the RISC-V,
doing ZK actually goes from
minutes of computing it to seconds.
It's more efficient
for some of the stuff that is required
for some of these scaling roadmap that they have,
which is, obviously, we all think ZK
is the endgame with all these L2s and shit.
So it actually benefits
us and the rest of L2s if they go this way.
It makes some stuff a little wonky, but I would say on the whole, it's better.
I was just kind of scanning over this a little bit. It says, you know, better performance for
zero knowledge proofs, easier to build and maintain over the long term, aligned with
mainstream tools and compliers, opens up a path to simpler and more efficient blockchain use.
With the trade-off, some devs argue that this RISCV isn't designed for Ethereum style.
Others worry it won't help roll-ups or might even make the L1 too complex.
It's all technical debate now.
So, I mean, we don't have to get into the weeds.
I just saw it.
You know, Ethereum's trying to, you know, vitalik's trying to do anything to to pump the token and maybe if he's more like you
know solana maybe that'll do it but i just think that it's kind of past due and no one's using
ethereum everybody's going on to these l2s and shit now to build their products in their game so
yeah they're trying to trying to bring this stuff back home and this is kind of one of the ways to
do that they're you know increasing gas and like lowering block times helping with finality all that shit i think what this ultimately
highlights for me um is that like we all we've all known as like people's like these l2s are
they're fucking totally separate chains right and this kind of highlights the separation that is
there especially for chains like like us like we're pretty fucking removed we post our proofs and like get our consensus from ethereum but you know we're a separate chain
separate vm separate all this shit um we use eigen da for our data availability so like for us
it's like yeah like go go off king like ethereum do whatever you want to do it's like we don't
actually rely on you too much so that you can actually like these decisions don't really impact
us um and then like our chain doesn't like,
we're still just like in our own lane kind of situation.
But if you're in the middle of the lane,
like you're like a base or an arbitrary or whatever,
where you're like kind of in this middle ground of being pretty dependent on
Ethereum, because you, you do both a DA and proofs to Ethereum.
Like that's ultimately that's fucking them and trying to be horizontally
scaling,
which means you have to play nice and like have to go down through ethereum to be able to bridge over
to another chain and like all this like fucked up interop stuff that we're seeing or have been
seeing for the last years um if you're playing that game like that's where it's kind of scary
because yeah you're a little more dependent there damn well i appreciate you coming up and explain
it uh at base level bro man i really do um thanks for coming up jit what's up brother i saw you you request that what's up man how are you how was your weekend
brother oh fucking i mean dude i was working on fucking eastern unfortunately max pain on top of
it being 420 so may or may not have been off the edible um but yeah dude things are good uh yeah i
saw that thing about monad wanting to switch off EBM.
That would actually be extremely bullish.
So I'm plus one for that.
Ethereum, not Ethereum.
I was like, off EBM, where are they going?
Oh, if Ethereum moves off fucking EBM.
Yeah, Ethereum is moving off the Ethereum virtual machine.
That would be fucking...
MegaEth and Monad are staying on the Ethereum virtual machine
It's gonna be fucking weird. Yeah, that would yeah, I mean, I don't know. I've always I've always been in the mindset that like
You know, Ethereum EVM was like zero to one right and then Solana with the SVM was like one to a hundred
Right and everyone that is like trying to scale the EVm is doing like one to five one to ten right
um so yeah i mean if ethereum takes that route it could be bullish but at the same time it's like
good luck keeping up with like you know the the likes of like solana and any other uh blockchain
that you know launches a uh a fork of the svm and does their own improvements to it.
But like if we use the model, I guess that that I typically use here, right?
I mean, Ethereum was created in order to produce, let's just call them engines, right? For other people to go out, put inside their car, slap whatever you want on the outside
and drive off and sell the engine as yours.
What does this mean in kind of in that sense now right so are they no longer going to be
uh i guess dedicated or devving on pushing evm let's just say forks or instances out
and more so focused on being a car company themselves with their own engine inputted or is
it just like the difference the separation is what i'm not
understanding because that was their i guess roadmap from day one right was just to put
as many evm engines inside clients as possible and ultimately we're the ones that are gauging
them as a car company when in reality they're just providing infrastructure and skeleton, so to speak. I think it's important to state that
EVM is not a monolith.
Ethereum has the EVM.
Solana,
Monad, EVM,
10,000 TPS parallel execution.
MegaEth is EVM equivalent.
We're going to have 100,000 TPS,
10 millisecond block time.
The EVM, in and of itself, is not a monolith that is just like inherently in not performing the
problem with ethereum's instance of evm and which is used deployed to a lot of these l2s
that's like as you said just kind of a copy pasta is um is that like you can't move too fast with
what's implemented right they can't make a lot of changes.
So you have a bunch of variations of the EVM
that are a bunch of different iterations.
And actually, again, this isn't even unique to EVM.
Look at Solana.
Solana has the SVM,
and then you have multiple clients of the Solana SVM.
Everyone's been talking about Fire Dancer
for two goddamn years at this point.
And that instance of the Solana SVM uh from the ground up in a new code is faster than the
clients that exist today even though they're both the exact same thing right they follow the same
rules they do the same shit right so they're technically both svm instances it's just one is
more performant we have that same thing with with ethereum in the evm world right so it's not a monolith um and then yeah like the ultimate thing is just that like yeah it's it's not performant
on ethereum for a multitude of reasons some of that is like try to preserve decentralization
you know they don't want to go too fast whatever all that shit um and then the other thing is just
like they can't innovate too quickly because of all of this shit and all of the liquidity all of
the capital at risk if they are to move too fast.
So like they're kind of doing like rock in a hard place stuff.
Dude, it's fucked. It's over. Just like, you know, just,
just let it happen, bro. Just, just let it fucking happen. You know,
you guys all just cannibalize each other claiming to be friends online.
And now, now,
now everything's coming to light all while eth is at its lowest
and relative to btc like ever and all the non evm blockchains are fucking sending um it's crazy how
many people just ignored this for so long you know i got into crypto what in like 2021 and it was like
i knew right away that i was like okay yeah like you know
software you have to kind of look at it as like these like living organisms and just evolve over
time and like like Bitcoin was like just like the first evolution Ethereum was the second and like
what Solana is it's just like it's like the first like human you know like the I don't know I forget
what species you we call that we call ourselves but it's like, we're just like,
way levels above, right? But I don't know, whatever this means for whatever, you know,
at the end of the day, it's like, you know, Solana is going to just continue to outperform
in terms of like, just like technological improvements, because it is tied to Moore's
law. And, you know, Moore's law basically dictates that,
you know, like things like, you know, like, like hardware, right, it gets cheaper and cheaper and
smaller and smaller over time at an exponential rate. And, you know, that's really what, you know,
that I always go back to that point on like, why I think like, you know, Solana is just it's,
it's literally was just built for the long term in mind. Right?
So, yeah.
Those are my thoughts on that.
And, yo, hopefully we can get some of these, like Ando and Ina, some of these tokens on Solana.
Because I want to trade them.
Right?
Same with Pepe, man.
Like, it sucks that I have to, like, fucking, like, you know, trade these things on, like, perps with, like, low leverage.
But, yeah, anyways.
I think that that's the one beauty of EVM.
Oh, sorry, Brad, just to throw this in there,
but I think my biggest or pro in terms of EVM is just the customization, right?
If I like the data availability that Egan has,
I can do that along with like liquidity provision
from Celestia and just in a sense Frankenstein build
what works best for me. And so I think that that's ultimately the real power of EVM in a sense
is yeah individually each one of these features so to speak that you know these chains have
iterated on enhancing each each other, right?
But, you know, AVAX does subnets.
And then, you know, Monad is focusing on, you know, TPS.
And then it's stuff like that, right?
Same thing.
And it's like proof of liquidity with Barra and XYZ.
And they're all making hybrid versions of just a combo EVM model.
So I think that that's ultimately like what can be created and quote unquote personalized is ultimately the biggest change or difference between Solana and ETH. And because of
so many variations of EVMs, it allows you to just be a little bit more specific and almost personal
with what your instance or your machine is, in my opinion. Go ahead, Brett.
Yeah, it's trying to separate the conversation like that's
not that's not an evm svm thing right like i can i can deploy a solana svm and have the same
roadmap that ethereum did where i say hey we're going to scale to our our boundaries keep it lower
than than like solana's and say we plan on having l2s that sit on top of us and do whatever so it's that's not svm evm thing
that's just like a mentality thing and like even referencing monad here monad's an l1 it's totally
separate like it has nothing to do with ethereum other than it uses the evm so like it inherits
some tooling but there's like no value accrual there's no relationship they're literally just
separate blockchains with no connection so like that's separate and to answer jit's question about talking about like you know
like l2's competing or whatever just you're not going to find anyone in this ecosystem
like that is more critical of that shit than me so it's not so yes that is the dominant thing of
like this kumbaya bullshit of of oh we're not competitors we're all friends we're all like
not taking each other's customers like no fuck that i have been directly going after like zk sync and base but also monad and also solana and also hyperliquid
like it's all just a fucking spectrum even even ethereum right i am i i'm building a chain that
is building on top of ethereum that is also just limited by hardware the exact same way that uh
that solana is right except our hardware can go bigger because of the
unique architecture that
layer twos can actually have,
which means we can go even faster and bigger and harder
than Solana ever could because
we can have a more predictable
block builder
pipeline, right? Because of the unique
construction we have and then still inherit some of the
decentralized properties that the layer one actually has.
So like all of this shit is, is you not unique to any one specific thing. All of this shit
applies to everything. And, um, it's just, yeah.
The biggest point though, Brad is the network that you get to tap in through EVM versus Solana.
I think that that was my biggest uh resources you can
settle to solana though can so solana can tap into like let's just say uh uh what's it called
like celestia's da and stuff like that and can just go across in that sense the same with egan
like they can use those as resources or almost as liquidities for uh like finality and for securing
or no?
Yeah.
So you have to understand the components of what's required. If you're a chain, that's not going to be fully encapsulating everything,
the entire stack, right?
So if you're an L1, you have everything within yourself, right?
You're all-encompassing.
You make the transaction data available.
You run your own consensus.
You run your own execution environment.
You do, again, have your own data availability.
So you have everything within your own domain, right?
If you're a chain that is trying to leverage some of those features of another chain,
then that's where you start asking those questions.
So just using us as an example, we have decided we are going to outsource our consensus to Ethereum.
Ethereum is the most decentralized. It never goes down. It's censorship resistant, credibly neutral.
It is the best in the industry with those properties. Cool. Therefore, we're giving our consensus to that and saying, Hey, if anyone wants to like settle to our ship, you could actually go directly to Ethereum to like inherit some of those
properties, but we run our own execution environment, right? That's we, so we are a
chain totally distinct. It's just that we can now be the best execution environment because we don't have the inherent
overhead of having to run consensus alongside everything else. That's what that demo, that
bunny hopping demo was meant to display, right? Because we don't have consensus, that's why our
performance is such a distinct experience from everyone else, right? We're able to outsource
some of that shit and then preserve some of those properties because we've outsourced that to
another chain, right? So Ethereum has a privileged position in our ecosystem, but we're on a fucking chain, right?
With our own unique environment, we can have some advantages because of that.
And to gain that consensus advantage, we have to choose one other thing to outsource, right?
And that is the data availability.
Some chains put that on Ethereum, but because Ethereum is not that fast, not that big, it hinders what they can do with execution. That's how you get the basis of the world. That's
how you get the arbitrums of the world where even though they have done the same thing as us where
they outsource their consensus, because they're totally relying on Ethereum, which is kind of
small and constricting and whatever all the reasons we've talked about, the execution cannot be as
good as it can be, right? Because Ethereum cannot store as much stuff as cheaply as an EigenDA or a Celestia
or whatever. So we have outsourced our consensus to Ethereum, but we've also outsourced our data
availability to EigenDA because EigenDA is cheaper, right? And that's what I was wondering,
is that exclusive of only the, let's just say the E3M or is like, can Sol also and just different chains L1s do the same as like tapping into?
L1s, yeah, L1s don't have to do that.
Remember, because they're all encompassing.
They do that internally.
So Monad does that for Monad.
Solana does that for Solana.
But then you're dependent on what you have, right? I think that that would be the only issue of doing it internally is that ultimately your whatever it may be is not as big as the established partner.
You have to do all of the work.
Exactly.
Exactly.
You have to do all the work.
Whenever I sit there and say I refer to the performance overhead of dealing with consensus, that is a component of that, right?
You are a chain that is doing execution.
You are doing data availability. You are doing execution. You are doing data availability.
You are doing settlement.
You are doing consensus.
You're doing all this shit.
And some of that comes with overhead, right?
A good example is the consensus overhead is the time it takes for messages to send across the world, right?
Because I produce a message.
I send it on chain.
on chain, I have to now have my nodes, which are randomly across the world to agree on something,
I have to now have my nodes, which are randomly across the world to agree on something.
it literally just takes time for that data to go from China to the node in Australia to the node
in New York, right? There's, there's speed of light propagation delay, that's overhead, right?
And that's like, it's not massive, but it's like 200 milliseconds one way, right? Which means
round trip 400 milliseconds. That's why Solana's block times are 400 milliseconds right now,
because it takes that amount of time for these things to just fucking talk to each other.
But because we, as a chain, don't have consensus,
because we've deferred that to Ethereum,
which is the best consensus decentralized chain in the world.
Now, we don't have to fucking deal with that, right?
The time is shrunk to basically zero.
We're doing our best to drive it as little as possible, right?
So now, that's why you get that experience that we can do because we have
offloaded some of that. It comes with risks. It comes like you get some trade-offs with that,
but it also comes with benefits. And one of the benefits is like shit is fast as fuck,
right? The shit is really performant. The shit like, is it a different experience?
So like, it's all trade-offs, but like, that's, that's like how you start getting into these
discussions. Aren't you like, wait, so if you're like giving up consensus aren't you just like basically becoming like you're introducing
like centralization right because then yes yeah okay so then that's the thing bro that's the
thing like it just defeats the whole purpose like it's just like backwards bro it does it does
defeat the whole purpose because like the point of building out these distributed systems was so that there wouldn't be one point of vulnerability.
That was the whole point of Bitcoin.
That's the whole point of Ethereum.
So what I'm going to say to you now, you spent, whatever, five minutes ago, ten minutes ago, slobbing the knob of a theater art of solana as
the best thing that is in the world that's like you know shaking that shaking shit up right bro
i was just saying facts bro you're the one that's the knob of fucking mega eath look i'm i mean i'm
building the fucking thing so all right congrats keep going but and like i'm being a little i'm
being a little you're being a dick but keep going yeah i'm being over the top there so like i'm being a little i'm being a little you're being a dick but yeah i'm being
over the top there so like i was just saying you're touting you're touting solana right
so let me talk to you about like the thing that you just criticized us about saying oh
you have someone that is not dealing with consensus has monopoly rights on building a block
and just like to to further on our architecture right it's not always going to be us that's doing
it it's just that we don't have things that have to agree with shit right? It's not always going to be us that's doing it.
It's just that we don't have things that have to agree with shit, right?
So we're going to have multiple of these things in rotation.
It's just that they don't have to agree on shit.
It's just they get a slot,
they're ready to build their fucking thing,
and then it rolls onto the next thing, right?
It's just our machines can be big.
It's the exact same thing that Solana does.
If you know Solana's architecture,
you know what happens?
You don't send your shit into a mempool.
You stream your transaction directly to a leader.
This leader is sitting there for 1.2 seconds, and it can do whatever the fuck it wants with whatever's into it if i see jit sending something to me i have i
don't have to agree with anyone i just say i'm not putting jit stuff in here because fuck jit i don't
have to have a reason i have full monopoly rights it's a leader-based system monad has the same
thing it's a leader-based system it's just our leaders are bigger and more uh more predictable
because the rotation is slower but it's still the exact same thing so that's just to say it's a
spectrum right so like yeah it's all is it centralized yeah yeah it's like if you compare
that to like a base of the world like base doesn't do anything right they have a single
sequencer that's just there forever owned by bitcoin base right like that's more decentralized than what our setup
will be we'll have multiple sequencers that are have slashable stake they all rotate right like
it like it has a little bit more nuance to it which is less decentralized than say you know
ethereum which has a gajillion fucking validators right that all rotate that goes through a mempool
it builds a pipe has a mempool and it's just like yeah it's a spectrum yeah i mean i'm just kind of like you know i you got to ask yourself like
what's the point right it's like you know like you guys have incredible speed right like i've
saw that right but it's like why can't you just build that it's like a web 2 thing you know like
it's like like for me i'm looking i'm looking at it like i'm i am looking at it on the spectrum
and i'm like okay like so what would it take for, like, this new, like, blockchain to, like, reach a level of decentralization that, you know, it would take, like, multiple points to, like, you know, kind of, like, break to, like, you know, make it, like, to, like, censor it, right?
make it like central uh to like censor it right for instance right and that's the only reason why
i'm still like bullish on soul because like there is a pathway towards that right and it is like
centralized to an extent again it's on a spectrum but like this is like the only blockchain i know
that's that actually has a path forward to like get to where ethereum got but ethereum got there
way too early and that's's ultimately Ethereum's problem.
I actually think Solana catches too much flack for a lot of centralization stuff.
I think it's more decentralized than people actually like to give it credit for.
So I'm in that camp.
But to answer your question, one of your concerns is, oh, I don't want to be censored.
But that's the whole point of outsourcing censorship resistance to Ethereum.
Ethereum has already proven to stand up against nation states.
It is the best at censorship resistance because it's
stood up against tornado caching. You're able to get your shit in. If you understand the architecture
of a chain that is fully matured and leveraging another chain for consensus,
if you try to settle
something on on Meggie, like, you could try to come to us, right, and say one of the sequencers
that is rotating sensors you, right, you have the ability to bypass it entirely, and then go down to
Ethereum and submit your transaction. It's the exact same thing that happened on Sony with the
Sony chain, what was like, three, four months ago, right? Sony was doing their best to censor people
because they're creating meme coins around the IP that they didn't fucking
agree with, right? It was their fucking robot
dog or whatever the fuck it was. And
because of the architecture of this stuff,
because Sony outsourced consensus
to Ethereum, you were able to go directly
to Ethereum because that's where it derives like
its truth, its ownership, its consensus.
You could go directly to Ethereum and submit
a transaction and swap for tokens that
only existed on Sony.
I could swap for fuck dog, whatever the fuck it was.
And it reflected on Sony, even though Sony was blocking the RPC,
they blocked the page on the Explorer.
They did everything they could to stop that shit.
So if you do it appropriately, you can get around these things that are scary
as a censorship resists or a censoring entity. And then you still get the performance things that are scary as a censorship or a censoring entity
and then you still get the performance if it
works out
you get both if you do it right
yeah
I mean I appreciate you
I appreciate the way you're like you know kind of
breaking all this down but it just sounds
like a lot more steps so it's like how
like you know like
if this were like a real real world use, like how feasible would doing all of that be?
But anyways, I have to help.
I mean, you can also look at this similar to, I mean, just to kind of wrap this up.
But we continue to say, why do we need more L2s?
But I mean, the same, why do we need a regional and a compass bank at every corner?
I mean, you don't.
They all do the same thing.
They're all competing for fees.
They're all, in a sense, trying to be custodians of XYZ asset, money, whatever it may be, right?
So ideally, I mean, yeah, a Rolex and a Casio do the exact same thing.
There's different use cases in different Worlds and realms for each one
But ultimately everyone knows that they're doing the same thing, right? I mean, that's literally why we have so many banks
You either go out of wanting a bigger bank for centralization or you want a smaller bank for more options and less central
I mean, I just see it at that point, right? I stopped asking that question of why everyone's doing it bro
They all just want fees and money like just to be honest yeah yeah no 100 everybody just wants to make a bag
and i'm fine with that you know it's like bro i work at a company and like they're launching a
l1 and i'm pretty like vocal about like my opinions on it on all of it you know like i'm just real i
just try to keep it real and when i see people like fucking like touting like dumb ass shit on the timeline it's just annoying because it's like i'm still
here for like you know i i don't know i just have my own values right and i just try to like voice
my own values when i'm having like these discussions right and then whatever but anyways uh
thanks everybody good talking bread it was good man like i learned a lot i love these kind of
spaces where i can be the dumbest person in the room and listen you guys kind of articulate this
stuff and learn so it was good combo wow appreciate you bread and jet to you know debating that right
i learned a lot i think a lot of the space learned a lot i think i need to clip this and record this
and maybe clip this out because i think a lot of people are going to have these same questions
in the future so is anybody getting this zora airdrop tomorrow like i checked this airdrop
checker i got like zero fucking tokens it's the unofficial airdrop checker i was about to say did
you post the link oh okay i posted two of them from airdrop adventure they basically said this
is the unofficial checker and then zora basically announced that their airdrops coming on the 23rd
tomorrow they took snapshots was this just like playing the open c thing or did you actually have
to create an open edition on the zora platform to get an airdrop like what are the qualifications
for this i got zero tokens so i guess i didn't do enough during the open edition meta to even get
anything they did yeah they did like two snapshots i saw one was like back to like 2022 or some
and then they did one for like the last month if you deployed some coins so who knows is that why pace has been fucking ripping is because everybody's trying to farm this
that's what everyone's been dunking on jesse the last like three days because like oh this dude
this effort's been making everyone coin shit like crazy for the last you know i i look back he's
actually been doing it since like fucking february saying coins to a bunch of shit. I didn't realize that.
Has he been giving us alpha bread and we gotta be
nice to him? Has he given us
airdrop alpha?
We've been dunking on this fucker and he's
been trying to hook us up, but we're all sour.
You got motherfuckers going off on him
on the spaces. I'm taking my
business off base. We appreciate
you building on base and then he drops this fucking airdrop. It's like yeah, you guys are fucking to come back real soon
When i give you guys interesting bro, they dropped it and they said it's a it's valued at 600 mil right now, right?
But they literally say it's a four fun token
Like what's a four fun token?
Like it's a shitter
It's a shitter with no utility i was about to say emlo you only 10 is getting airdropped okay yeah you create it over there i know that you dropped
some stuff and just yeah i i have like a hundred thousand plus tokens on on this zora shit um
because i've minted different pieces of art on it over the past few years just organically
so like i wasn't farming
this to farm and i just was minting art before they even started doing wasn't this supposed to
be the art chain i mean this whole new introduction of token is kind of weird what people what people
don't realize though is that zora also has a ton of infrastructure that on the back end for their
sdk a lot of different companies use their zora's sdk for building marketplaces
and other like that which is why i think it might have some value the other reason is because it's
low float high fdv only 10 is being distributed out so um i think that like it could potentially
pop especially because if it has that Coinbase listing day long.
Go ahead, Tig.
Yeah, I just want to touch on that as well.
I checked the tracker today, and obviously it's not official,
but I actually got 30,000 tokens.
And I think a big reason of that was because when the whole coin everything thing happened, I jokingly made a coin and I tagged Jesse on it and he retweeted it.
And that shit got like 30,000 worth of volume.
So I think that helped.
So I guess my joke actually turned out to be something, hopefully.
But also, if you were in Sora and you meant to like any Jack Butcher stuff, when uh all those things that that did with uh with
threat guy and all that stuff if you guys actually minted that on other wallets check those wallets
as well because you could have some stuff like that just for having activity on sora um yeah so
just if you've done anything on chain on base with sora you should just check those wallets even if
it's nothing i think the average people were getting like 1700 or something like that i think
was like the low or something like that but yeah yeah, just me juggling around got me like 30,000 tokens.
So hopefully it's not like zero.
What does the Coinbase listing do to the price?
It go over a billion?
I think it was value at like 600 million or something from the last thing I saw.
Someone correct me.
Are people pricing in the Coinbase listing already into the valuation, I guess?
Yeah.
This reminds me a lot.
I know they're very, very different platforms,
but this reminds me a lot of Venice
in the sense that it's getting that Coinbase listing day one.
It's going on base and all that other shit.
And it's like...
That one project you got in and had like $100,000?
Yeah.
That's what it reminds me of too.
I mean, listen, maybe that's just Hopium what it reminds me of too. I mean, listen,
maybe that's just hope yum,
but I don't know.
I definitely see some similarities.
Let's fucking go.
I'm bullish on airdrops.
That part.
Who is it?
I'm getting some free money, buddy.
That's what I'm saying.
Oh, you know who is going to have a big edge?
Oh, go ahead.
Sorry, Lord.
Oh, you're good.
I was just going to say
if I don't get a million dollars for my airheads xp i'm crashing out bro oh well you'll crash like mount gox that's
your founder um posting up to the top someone got a nice series one and we've been uh telling you
guys to start farming this for a while now uh it's arch network right march is in a sense laying down the uh infrastructure and
groundwork to trade fungible tokens on bitcoin uh they've been having these xp campaigns and
these trading just involvement campaigns for a better part of i would say eight months to a year
now uh yesterday made it official and announced a $13 million Series A round from Pantera Capital.
So good to see Matt and the team just continually cooking on that end. I mean, ultimately,
it's the battle right now for who's going to provide the easiest and I guess the most attractive
way to trade fungible tokens on Bitcoin. You have Arch laying down the roads and the highways,
but you still need the cars to come on and want to use your highways
and, you know, in that sense, have it the best route.
You have other platforms that are creating, let's just say,
isolated instances, right?
Utilizing L2s like ICP and stuff like that, like Odin, Funky, etc. So
in a sense, everybody is trying to do it and taking different routes. So it really matters
what it's really up to what matters to you. If that whole staying on Bitcoin L1 is your underlying
kind of North Star, then, you know, there's a way through Arch and that's their goal.
If that doesn't really
matter, if it's more so just trading tokens and settling in actual Bitcoin itself, there's
different options in that end, right? So just putting this out there, I know a lot of people
were farming Arch and 13 million yesterday announced from Pantera Capital as well. So not
just some random VC there. Matt is a puppet, by the way. And he's in the Pups kind of cabal chat, if you will.
And he was talking about that this morning.
There will be like, you know, Pups is cooking, been known to cook with new shit.
And yeah, dude's a puppet.
I would expect some stuff from Pups involving ARK at some point.
Are you saying that if you hold a Bitcoin puppet, you're going to get airdrop tokens?
Nope, I'm not saying shit. I'm saying pups go ups eventually and pups will cook with uh
arc at some point on some bro hopefully an airdrop like we ain't had a bitcoin here i
don't know bro look i talked mad shit bro about leo crowdsourcing like yo leo please
ask for donations again i'll send you you $100 to receive a couple grand.
I don't have a problem with that.
I didn't know what I had until it was done.
Now no one's doing airdrops.
Okay, listen.
I don't think the top is in until someone else does an airdrop that's more valuable than Leo.
He can't be the one this season that does the best airdrop.
He took your money and fucking distributed it out. What I'm saying is if he took your money and and and distributed it out like what i'm saying
if he took his money and did it like i mean i'm not gonna be a hater because i didn't i haven't
done that but i mean there's got to be different levels of yo we launched a coin people naturally
came in to you got donations and you didn't even i mean i don't know bro i don't want to discredit
i'm saying it's the vessel of the airdrop
bro what it's just a vessel airdrop it's just the vessel like there's no good vessel to do airdrops
on bitcoin and so like look at how many people g'd on soul and it's a downward spiral like the
red candles just imagine everybody trying to get out of these airdrops on bitcoin if it's a rune
bro that's the beauty of it you can't you need a buyer on the other side airdrop
it's not an airdrop then if no one can get out it's just a fucking marketing campaign i will say
though like it's undeniable that leo provided the most value which i think is retarded which is why
i'm saying like uh we need another airdrop season uh so hopefully it's airheads uh i just want to
see another airdrop that gives people more value than that but we need hype in the fucking ecosystem if ordinals had a crash out to earn for like airdrops like y'all be fucking just millionaires
it's crazy bro i mean like thank you for the moons i will say this i don't know taproot
witches ladies i know y'all spent your own money and airdropped me a moon shit i would
rather you kept the moon and gave me five dollars in person
or something or invite me to a nice party but it's assets on bitcoin so appreciate the moons
uh and please bring back um make it make it fun to spend money over there like i got money guys
not a lot but i got some money just give me a fun reason to go spend it because that's the
biggest issue i've seen with ordininals recently is no real reason to go
over there and spend
I'm pinning something up to the top and we'll kind of continue on sats terminal is now a hundred percent
Integrated into xverse. So for anyone that wants to utilize or has been using
Sat terminal at all for trading runes
You can now do so inside the wallet itself
uh and then what is this i'm gonna play dumb bro i'm just gonna play dumb real quick like
what the fuck is this m'lady on bear i thought we're getting these me bears bro what is this
m'lady derivative backward shit this ugly text bro like this is what we waited for like three
weeks for chief dude this is unacceptable bro that this is the art reveal i'm gonna just ignore you because you're not that dumb like i mean like i don't know if you ask yourself that question then
i mean you're just you deserve to lose all the money that you make and that's it you see the
janitor the janitor came out with the brooms last night bro yeah he did he did big sweeps um and i
mean ultimately guys these are literally just myadies flipped, scribbled on.
I mean, it's not that hard to think that, oh, the guy that's been trolling you for the last two months is still trolling you.
Oh, wow.
Who would have known?
Yeah, someone went into the contract and said, MeBear is hard-coded.
It's set once in all the contract constructed and can't be changed later. So we have Miladies on Barachain, but the actual name is Mibera and is written by, you know, Jani Lore.
What about the fucked up art?
Completely mutable.
The owner can update the base URI anytime using set base URI.
This means that the image you see today could be totally different tomorrow.
So here's my outcome.
We're playing checkers with Jani.
It is playing chess with us.
So yeah, all these images can be changed.
It's all in the contract.
It's part of the lore, guys.
Don't freak out.
It's all part of the marketing campaign for this.
I don't know who's getting got, bro.
If you're getting got, please do not invest any money in this space, bro.
You are gullible.
There's nothing wrong with that.
But it's about identifying your weaknesses. And don't get got. Like, identify. Look, I'm are gullible there's nothing wrong with that but it's about identifying your weaknesses and uh don't get got like identify look i'm a gullible person i read this and
oh they got me so yo you don't even have to go into the contract this is not the final and that's
it like i mean it's pretty simple and until he actually rescinds contract address that's the
same thing that applies to every single collection that still
has access and is still the owner of their contract so until that happens everything is up in the air
and anything can change and everything can move until contract ownership is actually revoked
even if it's a troll definitely people have been trading them as if there were final forms because
people have been buying higher uh off the floor for certain trades which is like just dumb because of the certain text they might have or anything like that so i think there's
definitely been some confusion but yeah ultimately you know he's definitely been trolling and just
another slow roll i mean if you want to speculate why not go find the rare miladies and buy the rare
miladies because if these actually transform into the membera version of it then i would assume a rare milady would probably be a
rare membera right well if he's the joker then he would flip he would make the rares into not rare
and he would make the not rares in the rare if he's really the joke yeah so maybe you're all
getting fucked over bro you're all like oh it's speculating this is top 200 and that's gonna be
a 10 000 rare and the ones that are 10 000 are gonna be like top 10 bro i think it's just uh
just chill and let it happen too i mean i think that's the main thing it's like everybody's trying to
buy the floor yeah buy the floor don't buy anything that is rare because you don't know
if that image is going to change and the rarity is going to change oh the image will change that's
the thing the image is going to change you're just gonna have to figure out um hopefully you got a
good change in in that sense too so uh there's that on top and then i
also pinned up two new things that i'm checking out on barra chain um they're perps trading
platforms with rewards and uh potential new uh airdrops and things in the horizon right one of
them is actually a mint so these are going to be the assets that are will pertain to the per platform that's pinned
up top. And then bro trade as well. Bro trade is once again, it's a leveraged trading app.
They have and they've been holding competitions basically to get people over there. You can only
trade utilizing honey, right, which is bear chain stable coin. So go swap your barrel for honey, right? Which is Baruchain stablecoin. So go swap your Baruchain for honey,
but you can go farm rewards. These are brand new protocols. The quote unquote competitions are just
now starting. And I mean, if you were using Jupiter for the airdrop and stuff like that,
ultimately this is the same kind of setup, just settling in Baruchain, right? Or settling in the
honey slash their stablecoin. so just want to put this
on you guys's radar for y'all to check out i'm gonna probably start using bro uh and try to just
see if that yields uh some type of reward right uh it has to do and it's in partnership with the
bullas and with yeet right so yeet is their own kind of powerhouse in the bear ecosystem. The bulls
are their own powerhouse in the ecosystem. And this is a joint venture between the two.
The next one was the Kuma, the bears, right? The Kuma, Kuma Monics or something, Kuma Maniacs.
These, like I said, these are the characters for the perpetrating platform. Same thing,
Kuma.fun or kuma.bid
or whatever. You go over there, check it out. You can deposit. This uses Xchain to actually trade,
and then it settles back in Bera. But the cool thing about both of these platforms is that the
rewards that you receive for trading, the rewards you receive for locking up collateral in positions is actual native bgt which is the
underlying gold in the bara ecosystem so if you're looking for a way to make more bgt get some
exposure and play around with some new depths both of these up top have potential airdrops
and are brand new did you see baritone uh it has a partnership with openc yeah that's the first one man i think that
that's pretty interesting in that sense of uh magic eden kind of dominated the uh bitcoin
ordinal space right that was the newest emerging chain and and they kind of doubled down and said
that they would do that uh they started catering towards monad right they started catering towards
abstract and we've just seen open c kind of open the
floodgates right from trading solana tokens i think yesterday they did some addition to where
you can have multi wallets now inside the dap itself and then uh positioning themselves as i
guess this is the game on barra chain to be the official launch partner so i can definitely see
more projects and them kind of fighting for this Barra dominance
because if they can take the Barra chain kind of eco over,
that's a whole new group of people, right?
When in a sense, they're no longer kind of just competing
for the same users that are dabbling across ecosystem.
Barra's bringing in-
Vampire attack.
Huh?
Vampire attack.
It's a vampire attack.
I mean, they're bringing in,
because the thing about it is Barra was building
for three plus years prior to, right right and those guys come from all over
from celestia soul uh everything right tia and so having a marketplace that let's just say these
guys aren't even really familiar with or at all like they're just shopping and they're gonna go
wherever they're told to go so you have a chance of grabbing these people versus the Soul and the ETH Maxis who,
oh, well, no, I like Magic Eden or, oh, I like OpenSea, right?
They already have preferences.
So they're ripe for the picking right now.
They're laser focused on just Vampire Tech and Magic Eden right the fuck now.
And it's making me more and more confident that Ordinals will be on OpenSea eventually.
I know it's going to take a bit of time, but they're basically vampiring tech.
Everything Magic Eden has done from new chains and other shit.
So I just can't see why they wouldn't bring Ordinals over to OpenSea when they get the right infrastructure in place.
I got it pinned up, their newest wallet edition.
I mean, people are freaking out.
freaking out i don't think it's that cool of a feature but i guess because they didn't have the
I don't think it's that cool of a feature.
But I guess because they didn't have the feature before, it's cool.
feature before it's cool um i mean you can just go and connect multiple wallets across multiple
wallets and accounts into the same openc profile and then just toggle your drop down and kind of
go about it that way i mean i don't want to be the guy that says yo well magic eden has that too
but also i mean like magic eden has that too and it's
not really that cool or novel in that sense right so i mean they're more or less playing catch up
right but once again when uh you got this kind of pissing contest it sucks being in the middle
right but there's also benefits of being in the middle because you get to participate in the in
both sides of this yeah i mean the nft mid on baritone obviously it's a pretty
interesting game but i don't think anybody has actually dug into kind of like the details
of like the nft i got this guy that's basically b wise dazzler coin basically says he's played the
game and so like the nft utility play test came out last week it's been playtest all week, so a good handful of people played it,
and the ones that had the founder's
sailcloth.
He's basically saying the NFT utility
for this is
high-quality, unique PFPs, seen lots of
examples, including honoraries, and 3D art is often
hit and miss. In-game avatar,
game is free to play, but assume
NFTs give it added value and progression
in the game. Fully 3D ViewTuber, this is pretty cool play but assume entities give it added value and progression in the game fully 3d
view tuber this is pretty cool ad it would give the project real ip boost if we see some barrett
influencers starting to utilize a very of face tracking software will allow holders to represent
their barra while talking meeting streaming Guaranteed access to the second playtest.
Eligible for RFA allocation equals play to earn.
Play to earn.
Baritone receives an RFA allocation from the Barra Foundation.
Will be distributed.
Proportion other allocation to playtest participants.
Playtest 1 gets the sloth cloth NFT holders.
Play 2.
Play 2 test is Baritone PFP holders.
And then they have the collection size.
It looks to be a free mint, but the supply is 888.
Well, I guess that's the ETH mainnet free mint 888.
Current floor price is 0.364.
So just some information on it.
Obviously, there's really nothing fun to do on Baritain yet.
And this is going to be the very first game.
Looks like they have a partnership with OpenSea and NFT is going to be live.
The NFT is probably going to get you some first game. It looks like they have a partnership with OpenSea and the NFT is going to be live. Could get you, you know,
the NFT is probably going to get you some,
you know, allocations and maybe some airdrops.
So definitely keep your eye on that.
It's going to be small.
And yeah, man, that's a little bit.
Tig, I mean, you're up here.
You're fucking clipping Abstract every fucking day.
Anything that we need to be updating?
I know Finn's dropping some updates.
Anything we need to be looking at Abstract
that maybe we're missing, bro?
Like any new games, anything that anybody anybody these streamers are kind of playing that i'm not seeing
on the timeline brother honestly the biggest thing right now is just cambria and och um i know people
are getting a ton of xp just by holding och assets um and then cambria you know people are grinding
that because there's also a big airdrop that's going to happen for players. I don't know how that's exactly distributed because I haven't dug into it yet.
But, yeah, obviously, they dropped the โ Finn spoke about a big, big announcement that AppTrak is going to have
that kind of deals with onboarding somehow more Web2-friendly people or just making it easier that way.
I don't know exactly how that's going to go about.
But, yeah, supposedly dropped this week. I don't know when Dark that's going to go about. But yeah, supposedly dropped this week.
I don't know when dark mode is supposed to come.
Like, they dropped something new today.
They kind of redid the UI for the portal,
but still no dark mode.
So still waiting on that.
But yeah, I mean, I've been clipping,
doing all that thing.
And it's been hard because, man,
there's so many fucking clippers on that.
It's crazy because, you know,
with the WA program they have,
like a lot of people are making pretty decent money just clipping and posting videos.
So, you know, people are grinding that as well.
Almost like, you know, you don't really need capital to grind that.
It's pretty much just your time.
Clip a clip and post it.
But, yeah, I don't know, man.
I've been, the more I dig into abstract, the more I clip it, the more I watch the streams, the more I I listen to the spaces I just get more bullish on them and the team I feel like they're kind of
figure something out and at first it felt weird to kind of be on the portal and use it it just
didn't feel like a crypto native thing you know but now it's just kind of like second nature and
it works really well mobile I actually use it for the first time on mobile the other day didn't
really realize it uh really easy to navigate you can watch streams you could use the apps
uh since it's all inside that ad that wallet so yeah tipping going to change dig i know that right
now one of the things that i don't know if it was luca or someone was just talking about on the
timeline that uh different from kick twitch or any of the current um streaming platforms right
those take a percentage of your tip yeah from you right and
then this one on abstract like if i gave you one eth like you actually received the full one eth not
like 0.9 or something right so that was that i actually made a clip about that which was kind
of like the big selling point is that you know is that temporary though or is that like no so that
was they haven't touched on it whether it's temporary or they're tweaking it or they're
kind of seeing it.
As of now, there haven't been any mention of it.
But as a streamer, you do get 100% of whatever people tip you.
Whether it's unlike YouTube and Twitch and all these people, I think they take a certain
percentage.
I don't know the exact number, so I don't want to say it.
But yeah, that's the big difference.
I feel like people are going to start realizing that, you know, just if you have a decent following on, on X already as it is,
if you're not streaming on abstract, I think you're kind of missing a big opportunity,
especially if a big following, because like I said, people, if you bring some certain value
entertainment, people will tip you and you will make a hundred percent of everything.
And it's kind of funny. Cause I actually thought about this today, like maybe a couple of hours
ago, I've been tipping out Pengu and Peng and pink was up like 17 in the last like two days
so i'm like fuck i'm like just tipping generational wealth out here man uh but yeah i think i think
that's the dope part and that's what kind of separates the streaming on abstract is you do
keep 100 it is crypto whether it's eth pengu i think you could tip in usdc as well so you do
have different uh options there but yeah i feel like
that's very enticing i feel like they're gonna start gonna start focusing more on that and kind
of pushing that native uh you know that you you can realize the opportunity is there for a lot of
these creators did someone get tipped like 10 eth this weekend or something so one of the streamers
got tipped five eth um on stream and it was like just in total. So they got like a bunch of,
they got a bunch of tips that were like a 0.3 ETH and they just got tipped like 15 times or
whatever that is. So during the stream, so that's pretty cool. Someone else got their paint, their
rent paid, like doing the stream. Cause they were talking about how they were struggling and this
is kind of like their, their thing, like a side hustle, seeing how it works and just alone on
their second stream, they got tipped enough for their rent.
So like, you know, if you're creative,
you don't mind being in front of a camera.
And, you know, I think you gotta be something else
besides just streaming games.
Because if you wanna go watch someone stream a game,
like there's a hundred people doing that on there.
But I feel like if you find something
that's your own niche and it's funny and entertaining,
I feel like you definitely have a more chance
of standing out and possibly gaining
even more tips that way.
Have you been, this Frankie the Frog thing?
I saw Jonah said, he kind of posted on it,
Frankie the Frog said,
Frankie Go coming soon to Abstract.
And he says, I've been quiet about this.
I've been working on the back end,
working on this game for Abstract.
Their team is excellent.
And if you like multipliers or gotcha,
this has a unique
take on the gaming model follow them so it looks like frankie the frog has already done like a
side scroller it looks like they're going to do some kind of gotcha game coming to abstract soon
that's probably going to be streamed by a lot of people yeah that's from the diner team right
yeah yeah so yes jonas working with them yeah so so there's so this, the abstract is streaming from Dubai.
So a lot of the current protocols and games are going to have,
they're going to roll out updates, especially for this,
because they're going to be streaming.
So a lot of teams are going to be streaming live,
as far as like the gotcha, roach racing,
and all these different protocols.
So you're going to see a lot of them roll out some updates.
I know like roach racing was saying that you're going to be able to create your own custom races.
So you're going to be able to race with people that are watching your stream.
And you can be able to give away prizes, you know, whether it's Pengu or USDC or whatever have you.
Or the native token that they have there as well.
So a lot of these teams are going to be rolling out a lot of stuff.
And I think it's pretty cool to see.
And I think it's just keeping everyone exciting to kind of keep the farming going, know and keeping you busy and having that stickiness on chain you know i was one of the games that i wanted to see is that monsters.fun game i think uh some like legendary and there's
a few advisors on there it's kind of like this idle ai battle royal there where you've met these
nfts and you can kind of battle with them on abstract chain and they i think they're doing
yeah obviously you said they're updating.
A lot of people are updating, you know,
that the update and they're saying
our first 3A Monsters, SBF, Blazcock and Swamps.
Who are you picking?
So is that Monsters.Fun thing ready to go?
Is it live?
I didn't think it was.
So it looks like they're kind of rolling out their marketing.
I think that's going live relatively soon.
And this is the one I was the most excited about
when they first started advertising this a uh a few weeks ago or a few
months ago actually but i have seen like you said like legendary and these guys start uh
posting that that tweet up um i saw finn talk about it as well well these are some knockoff
pokemon they weren't even original blaze i mean i mean torchic that's what it looks like that's
torchic motherfucker like what the fuck how are you gonna literally
use the same animal and everything
that's crazy
I hope Nintendo comes to fuck you
with the long dick of the law
cause they don't lose ever
they came after the leaker
they're coming for discord
asking for the messages from the person who leaked
some Nintendo shit
so yeah dude go ahead
look I'm throwing this out there, bro. Nintendo has never lost a DCMA case.
They don't come after you, Anissa. They don't come initially. They sit in the cut until they
guarantee you they're going to win. And then by that point, you don't have enough money.
Like if you, you don't have enough money to even fight these guys because that's how long they've been in the cut waiting to just railroad you.
So, they will come.
It's not about when.
Or, you know, it is about when.
It's just, yeah.
Paul Powell or Powell World or whatever.
Two years, bro.
Cleared over a billion dollars.
Chilling in the cut.
Thought that they made it scot-free.
Nintendo got them on the fact that the balls look like Pokeballs. The balls. Not the toys, not the monsters. The balls look like
Pokeballs and they do the exact same function and now Power World got sued and fucked. So,
two years later, billions of dollars later, millions and millions of downloads later,
them boys thought that they were scot-free so just
be careful i'm just i looked at the characters bro and that's literally the pokemon characters
that's wild they didn't even try they got them by the balls you hate to see it but what's the like
the determining factor if nintendo comes after you like could it be like a blue stripe on the
ball instead of a red stripe or they just like own every fucking angle of this world like i guess the i mean dude if it's it has to do with coloring shape all that like concept of if
it does the same thing like there's just so much where you can go into like actual copyright raw
the derivatives and all that kind of stuff but yeah dude like i don't know they they they sit
there and they make sure that they can railroad you once they find it, though. Because like I said, everyone, that was a question.
Like, how did Pal World come out, right?
Two indie devs.
How are they clearing billions of dollars?
How are they number one on stream?
This is Pokemon remake.
Oh, it's nothing.
It's nothing.
And then finally, two years later, they got sued.
So I don't know how or what or, you know, but they sit and they build the case.
They literally build the case against you.
Yeah, we got about five minutes left, Chief.
Do you want to kind of get out what you got on your bookmarks?
And then I'll throw something up here while we end the show.
So got anything else for today, brother?
Sonic is getting a Kraken list in day one.
So for anyone that has been farming, Sonic will be there on Kraken.
So for anyone that has been farming, Sonic will be there on Kraken.
And then a mint that will be occurring tomorrow, UTC, probably before the show starts.
This is a Bitcoin mint.
It's the planets one, right?
These are 3D individual planet assets.
It's art, right?
I mean, only buy it if you want a piece of art or a planet.
But they look awesome, right?
They're all individually generated.
And they're all custom, quote unquote, one of ones as well.
So info is pinned up top.
If you are on the list, if you'd like to participate, it drops April 23rd.
So tomorrow at 1400 UTC.
at 1400 UTC. And lastly, for those of you guys that feel that you were shafted by the Magic Eden
airdrop, I know that there was a lot of you guys. They said that obviously they have heard the cries,
the complaints, are doing some internal checking. They had the AMA last Friday, and then they said that coming up,
it says that there will be stakers AMA on this Friday
to cover the following.
What we are solving for, what we discovered,
and what the solution is.
So shedding some light on the season one updates,
we've spent some time double
and triple checking allocations and numbers so i don't know
if this means that potentially um they're gonna fix it and you might get more tokens on friday
if they can kind of say that they messed up or did anything wrong or i don't know i don't really
know how the make everyone happy route goes because there's no real way that you can make everyone
happy especially when it comes down to airdrops. But I mean, I think that the biggest issue here was that, oh, we reward loyalty.
And so, okay, cool.
But the stakers didn't get prioritized.
The traders did.
And so it's like you reward loyalty and volume, or is it just loyalty or what is it?
Right.
So got that pinned up to the top.
I mean, it was the topic of conversation all last week.
And more info will be this Friday inside the Magic Eaton Discord.
And I mean, if they're going to fix anything, it'll be said then.
Yep, yep.
I guess the one thing that caught my attention, a bunch of smart followers were following this.
And I did a little deep dive on it.
It's actually pretty cool if you're a leverage trader.
It's called TradeStream. It's basically improving your trading. So most traders think they have an edge. What they really have is hope, tilt, and a few lucky wins. We built
something to expose to expose your flaws. And right now you can do it for free. TradeStream
is an automated journal that syncs all your exchanges, tags every trade, and tracks every
setup. Detects your worst habits in real time.
Zero spreadsheets, zero input,
just brutal automated clarity.
You'll see stuff like you sized up after a loss,
you faded strength and trends,
your best setup is undercapitalized.
It's harsh, but once you see it, you can unsee it.
And this is how the real hedge gets built.
We've built a, we've been trading blind
and it's time to stop it.
Get a full resume on your patterns like equity curve, set up win rates, behavioral fingerprints, risk personnel, and much more.
Built on your trading, your trains, not your ego.
Here's the kitchen.
Here's the kicker.
You don't need to pay for a trade stream.
Just create a new exchange account using our referral link. Connect it, get a lifetime pro access and never pay a cent again.
Isn't it time to limit the score and get full access to this? And so it's kind of interesting.
They're using AI and tracking your trades and kind of showing you where your mistakes are. And
And you can maybe become a better trader if you have like a personal trainer there telling you,
you can maybe become a better trader if you have like a personal trainer there telling you, yo,
yo, you DCA too hard.
Or this was hitting Fibonacci's and it broke trend.
You shouldn't have been DCAing.
So kind of having like your own personal trader for trading that's AI generated,
I thought was something unique and I haven't seen before.
So just want to throw that out there.
I saw a bunch of smart traders following it.
And so if smart traders are following it and you don't follow it, what does that make you? I don't know. Just a thought. So just appreciate you guys coming out
the Daily Alpha this week. We will be hosting these spaces for the next four days. And we'll
leave it here for Chief to end it. I'll see you guys tomorrow. And it's here to stay poor.
Appreciate everybody that came out to TDA. I hope you guys learned something today.
Shout out to everybody that came up and contributed on stage.
It's always great to learn something from you guys, right?
From what you guys have your eyes on, what you're looking at, what you're trading.
So once again, stage is always open.
Community platform allow us to grow with you.
At the end of the show, there'll be a thread that goes out that incorporates everything that we talked about. It'll cover everything that's pinned up to the top. Use that
as a resource when you're doing your own research later. Any kind of likes, interactions, retweets
on that go a long way. It's how we can get more opportunities for our community and continue to
grow. We do this Tuesday through Saturday, 1015 to about 12, 1230. Just depends on the
conversation at hand. It's TDA or stay poor. You guys be safe. We'll catch you on the timeline and
see you tomorrow. Thank you.
