On Saturdays they start a little later
30 because my job sucks so I have to fucking do it a little later but I had an interesting morning
no one was there to load the truck so I had to end up loading my own truck so to work with me today
I didn't do the normal research that I typically do but I got some stuff to talk about
and it's a balmy eight degrees here with the wind chill a negative one degree so yeah I drink water
and my beard on my mustache and my beard freezes instantly so it's fun bro it's real fun out here
how are you doing this morning chief doing all right your mustache freezes instantly
yeah because I drink water and some of the water like the triplets and stuff yeah and then I like
get out of the truck and then I have like fucking frozen whiskers I look like I don't know if you
watched the Kansas City Chiefs game last week yeah but they Andy Reed had looked like a walrus
because it's fucking mustache and fucking freeze that's how I feel right now bro
yeah it's cold bro I'm freezing my ass off right now
that's wild like that here we're getting an arctic blast or whatever the fuck you want to call it
right but I mean it's it's more so just cold no precipitation or nothing like that you know
so yeah it's it's I guess a little bit better that way but yeah it's just icy ass fake sun
you know like it looks like it's a nice ass day outside sunshine and bright
and you walk out there and it's just fucking freezing you know
oh yeah bro I feel it I know exactly how you're feeling there's snow on the ground here so
my feet get wet I think it damp and they get wet don't you got boots or something
it's kind of like a trade-off you have to make do you want to wear shoes that possibly
your feet get wet but you're you're light and comfortable light footed or you can wear boots
which is like having weights on your ankles and you can have weights around your ankles for three
miles a day so it's kind of like do you want like it burns a lot more energy when you have boots on but
your feet stay dry but I opted for lighter footwear and my feet stay wet because it burns less energy
so that's kind of my trade-off you got to pick one or the other man if you were the boat you'd have
some some nice ass like thighs or some you know from working out all day it'd be like you know
rock you probably don't watch anime but yeah you'd be like rock lead when he takes off the
weights to whoop some ass like yeah it would be like that espresso oh he says I don't have legs
like that without the weight I'm just saying you never seen me you never seen my leg I'm just saying
you know it'd be something different if you're like yo these boots weigh five pounds each can you
imagine if I took them off and then people don't even want to imagine you know oh yeah there's a
guy that's been working at the post office forever bro and uh like down in the city you know
typically male people have their their uh you know their little trucks and they're on the
wrong side of the road are the like steering wheels on the wrong side and they just deliver
the mail in each of the mail boxes at the house well in the city all the mail boxes are actually
on the house so there's this one mailman that's been there I mean since I've been working he just
moves around each area uh he has to walk all these hills and all these stairs this bro has like
fucking horse legs bro I always like in he he has some of the biggest fucking legs I've ever seen
and I was like I was like how you get those things like that you do this job for fucking 17 years
you fucking you get legs like this I'm like man that's some gold right there my guy um but yeah
that that that that's another day that's another story for another day um but we got English up
here how you doing this morning English yo yo good morning so do we fud you on the mint price
yeah you could find me there's nothing different than I haven't seen in discord
it's like it seems like we're in the fud season where everybody just has an opinion on mint prices
and art that's all anybody wants to talk about the arts man it's good like bro get over it dude
not only that I mean it's fine it's like I don't know why everyone's tripping homie was 0.09 the same
damn near the same exact metrics comps everything and you possibly have a chance to get whitelisted
into the wizards or a better chance into the wizards if you have a cat like I mean I don't
think it's I'm not gonna do all the quests and all that shit but the price I mean it's not that
bad bro yeah I mean so like kind of building on that take because it's basically the same as
my take is like it's just when you see people right on the timeline that are like I guess opinion
leaders like tyler and he's like oh this is this is max extraction because of the new cycle
and because of increased demand and it's like well you just kind of undercut your own argument
because like OMB was during a bear market especially right when like ordinals was drying
up like that was literally like the market had already driven you know dried up but it kind of
made an exception for OMB and after that everything else tanked OCM was 0.08 different supply but
I would say less demand just from a cultural aspect so really like it's pretty much in line
with the top tier collections I can understand some people are priced out I could understand
that that just might not be for you and that's fine you know like and you know I feel bad for
the people that really wanted it but just can't afford it you know unfortunately just I mean
that's what the team decided was a fair market like I've heard Udi say like just in terms of
pricing like how do people come up with prices he's like and he's like one way is to do like an
auction and one other way is to come up with a value and the market will tell you if it's
overpriced it won't mint out and if it's under priced it'll be bonded to hell and
your job as a founder is to kind of find like that sweet spot and
who the hell am I to argue with it you know he's been in in this from a like leading perspective
or whatever and that's what he feels is fair like if I regardless of any association I have
with the project like I'd be more than happy to admit this at point one and feel very
comfortable about it it's interesting it's interesting because it's like the secondary
collections coming out before the original collection and it could possibly this the
secondary collection could possibly go up drastically by the ratio that people associate the quantum cats
to the wizards like I I'm thinking of board apes right like this would be like mutant apes coming
out before and it's like minting for one eat and then board ape comes out and like I personally
think taproot wizards could be a one and a half to two bitcoin floor and if you associate the
ratio of board apes of one to eight or one I forget one to eight or one to twelve like this
could possibly go up with taproot wizards coming out the gate really hot so it's like point one
could possibly be a really good deal here if you expect taproot wizards to possibly come out at like
a bitcoin or higher right yeah I mean it's not only that but like you know you have to just
judge quantum cats for what it is the taproot wizard brand um the the aesthetics to it um just
being part of like that ecosystem um maybe the auction whatever you know the technology and
to evolve in whatever you want to value it at like it's funny because like I'll call out somebody else
that had another terrible take and has terrible takes after terrible takes businessman he's like
oh they just it has no provenance they just invented this out of thin air like by definition
if you're just saying provenance like sub 100k or something that has like a first kind of thing
like that's gonna dry up at some point there's some still some sub 1k's that haven't been
released there's some still some things kind of out there but like at some point in one year
two years three years people are just gonna have to like dream up of something out of thin air but
that doesn't just because it doesn't have old school provenance doesn't mean it doesn't have
provenance this is the first that's evolving it's evolving in a way that's different than
like sad endpoints where you can kind of keep switching it like this is this is the arts
already on chain immutable you just don't know what it is yet right so that's kind of like
you want to push the technology forward so if it was just like a bunch of cats that didn't really
mean anything that would be maybe a little bit more to that argument some lazy art and you're
just trying to things but the technology is there if if op cat actually passes as a soft fork do
you not think that that increases like the value of the collection like fundamentally changing
changing bitcoin like I don't know there's just so many more value propositions as a collection
outside of it just being the second collection of taproot wizards that has a speculative
value based on comps on the market now yeah and like hot take this fucking and I've been guilty of
saying this this extraction narrative look this is an extraction of it this is mass extraction like
everybody here is extracting like what do you think you're doing when you're trying to sell the top
you're trying to extract it sell it to someone lower and they get caught holding the bag
so like I'm starting to get sick of all this fucking bitching and complaining
and all these narratives like everybody's here to make money you're all scammers you're all
trying to max extract to stop fucking putting uh you know kick the can down the road and
blame it on someone else when you're trying to do the exact same thing like just don't participate
right like it's not for you and that's cool like I'm wish you the best yeah go ahead Bruno
what up bro yeah I think it's an interesting topic because I'm kind of I'm leaning towards like
like both sides I'm I'm kind of indifferent to it a bit but I I can see I think some of the
fud is is like a little bit warranted and then I also believe that like the other side you being
bullish on on it is is also warranted but I think you just mentioned express you're like oh well
extraction like you know we all do extraction there is there is though a difference between
like a small team that is essentially going to be you know taking up a lot of that liquidity and
then not necessarily putting it back into the ecosystem whereas like if I'm a bozo and I'm just
trying to sell the top of an entity to get out into like the greater full theory then at least
that I know a majority of the time that money is going to probably get injected back into the
ecosystem whether that person sells later on even for a loss or they go and use profits to buy
something else so like it continues to it just adds to like the flow of of capital and liquidity
in the space but whereas teams who are minting out for an a lot of money usually that that
money doesn't go back into the ecosystem so I think that is a key difference but I have been hearing
like and this is just kind of the narrative with ordinals all the time it's just like okay we're
the first to do you know XYZ and so therefore there's value there and I think for a lot of
cases that that is a fair take but I think eventually and this is where I see ordinals
kind of going and I think chief is like a big proponent of this too it's like look at the
other day ordinals and Bitcoin it is essentially like the luxury chain band like if you want to
buy assets especially good ones on Bitcoin it's going to cost you a pretty penny and I and I like
that but at the same time I think ordinals is probably going to start getting into the realm
of of what happened to ETH when mid prices just started going higher and higher and higher and
then eventually people just got either super wrecked and got really tired of it and then mints just
weren't minting out anymore and so it you know the market had to adjust for that and projects had to
adjust for that and then mid prices started slowly coming back down a little bit again
because I mean we've seen you know three ETH mints and stuff like that especially in ordinals we've
been seeing crazy mint prices and I'm not bashing it at all because obviously the demand is there
for it to mint out but I'm not sure how much longer something like that is like sustainable
um for like projects to mint at like point one point three Bitcoin or something like that I just
think it's a false a false narrative like there was the Dutch auction from from Shadow Hats and
that had like partially because of like the the actual like um raffle but I don't really think
that that's what it was I think it was kind of an anomaly because there was a lot of people on
the Ethereum side that wanted to get node monkeys but were were footed out and then the narrative
was had you just sent the max you would have made a bag and they didn't really understand the value
like true market value of this so they just blindly fomowed when they saw other people start
sending full full amounts and so I did say that before it minted out I go if Shadow Hats
mints out at point two it's probably not going to be a good look for the space so I would
agree with that but one doesn't really make a case for that we keep seeing this and the other
two examples that during the bear were extremely profitable and extremely good for the space OMB
getting people into ordinals carrying like the volume during a bear when nobody was buying ordinals
ocm you know just transferring their whole collection and doing a premier collection
so those have been both net positives if this does well and people from Ethereum get onboarded
again good for the for the space so you're I'm not saying that your analysis is wrong that
if it keeps increasing and you have failed ones people will get sick of it there just has been no
other case except that one outlier that I think was you know a series of events that led to it
and so I just that's why I think it's a false narrative because we haven't seen it yet but
yeah if if that does happen I could see it happening so I agree with you on that point
like if people start getting greedy not really putting in the legwork like it's hard to say
that taproot wizards didn't put in the legwork like from December until until Udi inscribes his
wizard that's like three months that like only 500 inscriptions existed the moment he did that
he brought so much attention to ordinals that it took less than a month to get to 100k so like it
100x the space basically so I think the taproot wizards have done their their work I think ocm
definitely has done their work I think omb has done their work and if they want to price put a
premium on that I think it's fair yeah I think it is fair and it's okay if you don't agree with
the with stuff that I'm saying too I mean English you and I have gone back and forth on a ton of
things but and you mentioned it perfectly it's like um there's not there's not anyone that has
gone that route and has essentially failed like if you've talked about the top projects that
have been set out on ordinals for example they have all essentially minted out and done really
well on secondary but I do think that as ordinals grow and we've all been here since like either
the early days of like eth entities or even like salata entities that it does open up the door for
very low effort projects to come out and essentially mint out for extraordinary like
a ton of money I just fumbled on that word so hard a ton of money and then people are
gonna get wrecked and like we haven't seen it yet and I agree with you but I do think as the market
keeps like doing well and ordinals get way more attention we are gonna for sure start seeing
a ton because even 0.01 bitcoin or 0.008 bitcoin is still like a pretty decent amount of money
in comparison to like a salonament or like an ethment and so yeah I think there's going to
be people getting wrecked for sure because you're just going to see a bunch of really low effort
founders like oh damn there's money on ordinals let me mint out a collection and just screw everyone
we'll definitely see that for sure I mean at 0.01 or 0.008 that's pretty much like 2021 mints at 0.1
with eth at like 3500 4k so I think that actually is a nice spot for like newer people entering
into ordinals like whether you're coming from eth you're coming from salana or you're like a new
project that's probably a good sweet spot and would like to see a lot of high quality efforts at
that price point I just think that there's two or three outliers and taproot wizards happen to be one
of them English you know how much it took for udi to inscribe this quantum cats collection because
I think when you think of this effort you think of people scamming but are the scammers really
going to spend you know 100k to inscribe something they're going to make 2k on I don't know
somebody did the math I haven't got the number from the team so it wouldn't be official and
I'd someone did the math just based on like I guess average fee rates and the the size of
their yada yada I want to say 400k was what they said I don't know it wasn't it wasn't cheap let's
put it that way yeah but we see scammers like there are people with you know with uh you know
bots or anything like that and scammers trust me if if they're like okay 400k is the cost to
be able to potentially make you know two three four million then I think the I think the ROI
is definitely there for some super low effort like kind of grifters or scammers to come out and be
like bitcoin and then pay off you know influencers to kind of chill or do the marketing side of
things like that it's but you're taking on risk right you're taking on risk that you wouldn't
take on salona and ethereum that's the other like flip side of it it's very true though we'll
definitely say um so like I'm probably gonna be making a video for it and I'm super excited
for it personally but like this is probably gonna be one of the biggest raises in ordinals
off of any sales ever with the op cats like it's at it's like 14 yeah it's like 12 million
like 13 to 14 million dollars is it a 300 bitcoin or something dude and if bitcoin goes up if bitcoin
if they hold a lot of it and it goes to let's say like 200 to 300 thousand dollars dude this
is like a 50 to 80 million dollar sale off of initial it's just a lot you know and that's not
including the taproot wizards which are yet to come so I I cannot understand why there are
people that are um it's a little miffed who do you turn into like you know like you just got to
put it what it is bro VCs BVC and you know I'm saying they looked at him and they said hey yo
this dancing on stage shit you need to you need to earn that for this year so I don't care if you
go dance on stage we don't give a fuck uh we just need something credible to to buy you a whole
another year of tap dancing and and pissing people off and if you can buy us a year you know what I'm
saying we're good we'll back the fuck off we'll talk to you at 25 um and and you do whatever you
want and he's like all right cool I can make that happen right now and you know they'll get cheap
what my bad I was just gonna ask you a question do you think that we're gonna see
like do you think VCs are kind of salivating at the thought of like ordinal raises and stuff
and you think they're gonna start throwing way more money into like the oh 100 we already have
unbroken chains I need to follow back up on that too they're offering I think like a 12 BTC APY
um and and that's just a VC and the way that they're even planning on returning um just
funds and just dividends is by sat honey right and these guys are finding different ways to get
their return from their VC investments rather than just uh waiting on them to sell assets dude sat hunting
is going on 24 seven you know you can literally sit there and with miners get uncommons grab
rares and sell off and and just get your return with an x amount of months depending on if you
hit a good load of sats or not so it's just I think that new avenues due to bitcoin and there's
so many facets on ordinals are going to facilitate VCs getting their money back this is just the most
common example of what we're used to right a raise in a form of a whatever right a mint but I think
that with bitcoin we're going to open the door for VCs to I mean I hate to use the word extrapolate
but extrapolate in a different way that maybe is less direct to affecting retail more so affecting
the ecosystem as a whole but less um you know the the end consumer right so yeah I think that
that'll be an interesting avenue when when chief ordinal collection for not bro I just like doing
fun shit I don't like being the main character I'm like product design and operations and you know
what I'm saying like just the puppet master never the guy that gets the tomatoes thrown at him
what you're behind bitcoin puppets what yeah whoa whoa bitcoin puppets all time but this guy
all right yeah I I really do because it's it is really interesting to see the like the scale of
the ordinals ecosystem mainly because I think it's almost like a direct reflection of how other NFT
ecosystems have have scaled ordinals more like much faster and we all know this right we were doing
mean me and eddie hosting spaces in like february march talking about ordinals in 2023 and then
like three months later there's like four different wallets there's like three different marketplaces
so like we've never seen something scale this fast but I think when it comes to like who who's
buying the the rate in which some of these collections are gaining like you know prominence
in the ecosystem like it's almost like a direct reflection of exactly how like the
eth NFT ecosystem scaled too so I'm just waiting to see like who is going to be the clear top like
three dogs on ordinals and I just think that the amount of market share at the top of the
mountain on ordinals is like massive and wide open obviously tap roots and like OMBs being at
the top with node muckings and stuff but there's going to be some collections that come by and
give them a huge run for their money for sure oh I agree and uh let's talk about the commoners
chief uh I think commoners yesterday commoners sorry bro I'm bad at talking these days
but farmer joe posted this yesterday um with the commoners announcing the first ever 10k
inscribed to own first come first serve meant entirely on uncommon stats you may want to acquire
these to inscribe make sure you're acquiring sats that only a single uncommon set without
any black sats poland drones or pizza packages this ensures you're able to inscribe on that single
set when the day comes where do you buy them you can buy them on the magic even btc our
magga sat magisat.io cross check as prices do vary between the two markets and one can be cheaper
than the other so um when is this inscribing uh on the 22nd so on monday so um pinned up from them
also too so monday you should go get it in common sat you shouldn't you shouldn't get it uncommon
now you're you're playing out look man i've been i've been playing this drum for you guys for the
last damn near we're going on a month now um i told you guys to buy in common sats there's gonna
bring bring your own uncommon mint coming up i told it in the chat i mean essentially yes you
can go buy an uncommon sat right now but i need you to understand the way this is going to work
the market cap is being set by the fact of and the price that people are having to come
and pay for their canvas right so ideally anyone that had and bought uncommon sats a month ago
when we talked about it you would have bought them for 190 to 200 bucks this morning i checked
and uncommon sats are sitting at 600 so already you're already at a disadvantage in this whole
bring your own canvas aspect from those that cop beforehand now if you don't care about that
that's fine now we'll continue on to the next step you can buy an uncommon sat at magic sat
right um or on magic eat it the way it's going to work is like it said you bring it you have
an uncommon sat that's just packaged by itself right you can go on magic eating or through
satin.io and do sat management and utxo management but anyway you bring your uncommon sat
they'll give you instructions on how you can inscribe it or you'll inscribe directly
on their marketplace but i do think for example i bought my uncommons at 180 bucks
everyone buying it today means that i'm already ev positive damn near what three times and we
haven't even got to the main and so that's just something that has to be in consideration for people
as well with how the market's going to play out in terms of sales etc it's checking a lot of boxes
in my opinion because you got danny from dz watching it doing live updates posting about it
they partnered with xverse and luminex to get this kind of project out right you're going to be able to
use xverse with like a custom luminex ui specifically for this let me post that up to the top they
announced it yesterday and so a lot of people are coming out of the world works and supporting
this project um i mean i knew it was a cook kind of just by the channels when i first found it
and i first brought it right i just had no idea it was going to be supported by like 80 000 people
like this you know all the big thought leaders in the space danny luminex xverse getting custom
wallet buildouts for a mint uh so this is and probably will be a good play i think that even
if you cop an uncommon right now at 600 assuming the mint is in a sense free you just have to
bring your own uncommon right then that's the kind of way you gauge this but it's also a 10k
it's the first of its kind and it is going to be favored to those who are ordinal power users
right they're going to be a little less confusion when it comes down to inscribing your own and
how you select that sat how you don't so if you want to participate from here till monday go
cop an uncommon and go learn right hop on satin.io and figure out how you and inscribe yourself
go to saturn.btc cop some pizza sats cop some vintage cop some whatever right and then go
and inscribe on one of those a picture of whatever you want so you can just get familiar with all
this process um so that's kind of just my two cents on it i think it's going to be a massive
cook and ggs to those who listen and if you didn't sucks this up there'll be another one
though so you can stop yeah i mean you can't get upset there'll be another one but you know pay
attention sometimes because these have double value even if this mint wasn't coming you could
sell an uncommon for an uncommon so you're not at a loss you know so it's just kind of you know
open your metric boxes up a little bit so there's going to be different ways to make bread
especially on this ordinal side yeah so how much is a 600 bucks in btc and then like 0.01 or some
we're good i'm just trying to see it's 0.0139 0.014 right now if you just want an uncommon set the
cheapest one is 579 on magic even yeah i mean 0.01 for a 10k like that's relative i mean that's i don't
know i was like with all the right people involved you know they're gonna fucking shill the shit out
of this like it i i can see this getting to like a 0.03 0.04 oh 100 but you also got to understand
that people have been copying these uncommons for the last month since what when i told us is the
first time that it hit a great like any of the grapevine channels if someone you know i started
seeing people the advisor list i started seeing shit get circled around with hey you know you
should have this start copying and comments people started telling each other what to do
and i shared it here and so it's literally been a whole month of people copying there was a day
where someone bought a thousand of them out of nowhere i think in the middle like two weeks ago
and uncommons spiked up to the 400 price range all thousand of them were for this right so
it's just something that we got to keep in mind there there's big players involved so it's going
to be a cook um but just consider how price action is going to be it'll be a little bit
different because it's been a cook for a while i'm glad that we could talk about it and inform
people the dynamics circling this so they just don't get wrecked but i still personally my my
financial advice is that if you still even buy now i still think that you could see a two to
three x even after admits but that's just me speculating with the people involved other 10ks that
no yeah you're right bro i'm just putting i have you have to set the stage and the stage is people
have been copying these for a month i'm not saying it's going to be bad and they've been copying them
in the hundred dollar 190 range all the way up now to the 600 so it's just like that you know if
you don't care on that end then it's definitely going to be a cooking worth it sir yes sir
steven what's up good morning how you doing brother you know everybody doing pretty good
unfortunately i think i'm getting back into the weather which sucks but
is what it is because the season um i wanted to put something out there and see how you guys
feel about it just based on the whole narrative and talking about it with a couple other people
in the space bigger brains about you know the acquisition of some of these more rare vintage
stats really just for the same exact type of purpose right like do you think there's going to
be more of this type of movement around like just going out and acquiring like for
bring your own stats type type of projects specifically around different types of
stats like this because i mean i could definitely see it happening and i'm curious if a lot more
people are starting to think about that behind the scenes the way that these other folks have
been talking to you haven't yeah i mean i 100 degree and not only that i mean we have literal
vcs using sat hunting as their business model and as a way to supplement a like yearly yield
right so events like this are something that they would never get in a traditional like
lockup and that potentially now going to you know two three x their returns or potentially
for their investments as well or investors so this is going to set off a narrative and
black uncommons have been trending they're almost 2x i think they're at a little bit
over a hundred bucks they're roughly at like 60 to 70 pallet drones have been trending
right so i think this is really going to set a narrative and people are going to either have to
bring your own or you'll see founders going out there and sweeping two three hundred you know
a thousand and putting them to the side i mean that's how boo did one of his original collections
the 35 uncommons he had bought 35 uncommons and you people just kind of you know go through
brokers for these big deals so once again man i wouldn't be surprised that people are just
keeping stuff to the side i had about eight uncommons before i even started buying uncommons
for this commenters mint you know because i just stack them same thing with the black
uncommons because one day down the line i think that there will be value in having just
quote unquote virgin canvases and you know even just for me like hey i want to put a piece of
artwork on or i want to do something cool or whatever i have a little uh a set of virgin
canvases that i can go choose from that either are relevant dates or or you know hey i acquired
this when i started ordinals or whatever so i think there'll be some type of value there if you can
afford um that kind of uh like lock up right i would passively start dca and into some rare
and unique stats more so on the rare like mathematically rare like black uncommons and
shit like that paladrones rather than the unique based off of a narrative right like pizza hitman
and all that kind of stuff i'm not that much of a fan i'm more so on its math there's nothing you
or i can say about it it's non-arbitrary yeah i i really do like the narrative at large i think
that even some of these earlier collections that are really specifying about like making it a part
of their collections history right like that's going to come back around it has to i'm not just
saying that like because i'm still semi bullish on like projects like ocm that really focused on block
nines and using 450x like that's there are other collections outside of that like meta blends this
is my favorite example right because they were one of the early ones that used that specific
typing for all of their assets like that to me is it's a huge opportunity just as a high for
like hindsight bias like there's going to be a narrative that comes out through that so
i would definitely go about it the way that you're thinking about it right with like stacking up a
couple more like the black sats and playing that out i've got a couple ideas for unique collections
stuff in the future that i may actually try to help facilitate with other artists um on that
similar sort of thing so we'll see where it goes but yeah there's a lot of interesting
shit around that i think up to the top um just when i was talking about xverse partnering
with luminex for this specific meant um so yeah i mean a lot of outside and
infrastructure and protocol support which is something that doesn't really come off and
if you're just a random uh like joe and you just got a minute you know so something to keep an eye on
oh that answer your question x
i guess so it did it no it did i just wanted to bring it up because i know we won't be here on
monday and i wanted to get your perspective on it and let the community know what's going on we
have boo on monday too bro that's another thing that since we should talk that's monday okay good
yeah we have boo on monday so it's the same thing on the 22nd another thing to keep it
in consideration with like high liquidity day um i think that boo is going to bring in a lot of
new money uh potentially which will will help all the og's are there all the og's will grab their
booze but i see a lot of new faces which is going to be nice and fun um but keep that into
consideration with market psychology with how it's going to trade on secondary right just stuff like
that you know opportunity costs etc i'll pin up some info about boo just so anyone that's
interested can just make sure that they are informed and ready for monday as well
and if trill talked to you we got here while it's submitted over i wanted to ask even a question
just about like art in general um we have kevin abash had his ordinal mint yesterday and it
didn't mint out um the mid price was like 0.03 which is around 1200 dollars the day before we
had thank ux do 100 pieces for 0.045 you know a little bit about kevin abash is
what is his what is the range of prices that people buy his art for is this overpriced still
is it just a high mid price do you think it mints out it's just back to back i mean just as that's
my biggest thing as someone who purchased thank ux it was back to back and i'm like dude
it's just it's hurt like if thank ux would have two x and stayed there this would have ripped
but it did it so back to back makes it tough go ahead steven yeah i'll give you a different
look at it because chief i think you're right like the back to back nature of it is really hard
but you also run into a different type of back to back and i think we talked about it on
thursday i think we had to talk about on thursday um but there was also some talk about
how like this would it felt back to back in a similar nature because kevin had dropped another
collection i think it was either on ordinals or on eath within a week prior of this so you did have
some like i don't want to call it dilution because i i feel like it's a really shitty
concept in art but i feel like there was just a lot of kevin abash content that was being put
on chain regardless of the chain and to me like people want something fresh they want something
new and while this was a new look it was a new ai vibe it definitely had suddenly crossed cannibalization
there but you also had a big volume suck at the same time so like i'm not sure a lot of people
wanted to go play a new kevin abashment when you had brand new mints all on the same day from thank
ux and the piece of ninjas right all that volume and liquidity got sucked up there so i'm not sure
a lot of people wanted to play that angle does that make sense oh yeah it makes sense i just
wanted to ask you like what what's like a value what's typically his value for his art is it around
where the mid price was around 1200 bucks since his pieces go for higher what are some of his
like top pieces sell for so i'm not totally like up to date on his collections for the pricing
but what i do know is for his mid prices it's been around there in terms of like the long-term
value of his collection like how they've appreciated um i i couldn't tell you but i
know that that's been typically consistent with what he's minted for in the past across other chains
if you were to go by the equivalent value at the time okay yeah but for the size of the collection
i think it was fair okay well you know what's you know it's a narrative of super hot during
the summer when everybody was fading ordinals and then now everybody is on ordinals and is fading
this is social five and you guys are like oh god please help me please help me uh there's
this interesting thing i just learned about uh this morning or last night and it is this
uh project called coffee club i pinned up top for you and uh their twitter says trade tokens for
exclusive friend clubs social five built on telegram and base so it's the very first
um kind of collaboration with base and telegram and what it kind of is just like i'll read the
thread but kind of my understanding is it's the first time you can token gate a telegram
and put like a price on it and people could buy the entity and then enter your telegram
which i don't think is you're able to do but i'll just kind of read the thread of what coffee club
is the thing is why i'm bringing it to you because there's 140 people following this
and like the fact that's the first telegram base like uh token gated things social five i think
maybe more people will talk about in the future so i just wanted to bring it to your
attention i'm kind of read the thread so you guys get a better understanding right so everyone gets
their own private telegram group people can buy a membership token to apply to get accepted into
the private group all private groups stay on telegram this progressive web app called pwa
is for trading membership tokens there is a coffee club telegram bot that will automatically
add you to the private groups when you're accepted or move you if you are if you sell
the token all users registry registrations are done with x so you can easily find everyone that
you're following on x that are using coffee club when you sign up you will get your own membership
token that your friends can buy to join your private club on telegram once you buy someone's
membership token you can apply to be in the group the club owner can accept or reject you
this keeps the group high quality the telegram bots will send you notifications such
as when someone buys your membership token or when someone when someone is accepted into the private
club you can also check your portfolio our memberships on telegram or in the coffee club app
if any member in your club is annoying and spamming the group you can remove them yay we could get
that in order for them to join the club and they need to buy another token and request to join
when you launch your private club on coffee club you can invite up to 10 friends to your private
club in order to kick start the group and in the right and with the right people in your real network
the royalties are six percent to the club owner and four percent to the platform for all buys
for all sales four percent goes to the club owner four percent goes to the platform
there is also referral incentives for bringing people into that when someone signs up
with their referral code six percent goes to the club three percent goes to the platform one
one percent goes to refer forever for all buys for sales four percent goes to the platform four
percent goes to the club owner so that's kind of the breakdown of it sort of seems like friend
tech but you can boot people out and the club owners get a percentage of the people coming in
and coming out which i thought was pretty interesting and it's all on telegram so
interesting as referrals i'm going to guess that those referrals will probably add up to some
kind of points and there'll probably be some like coffee club token in the future i don't know
but i thought those interesting 140 people are following dude this is alpha alpha because no one
knows about it and this is the first time you ever heard about it so when you when we talk about in
two months and everybody's making money off it you can say you heard it here first so
it's pretty interesting i don't know maybe i'll maybe we'll start a tda one
and we'll just boot all the annoying people out and everybody that brings value will stay in the
group and then i'll just get paid you know four percent every time someone joins that's high
quality i mean it's a kind of like a no-brainer maybe we do it cheap what do you think
uh um i guess that's a no that's enough all right i don't like telegram bro telecoms is
horrible i like telegram more than discord the more i fucking it's because you're not
on the computer when you're on a computer telegram blows cheeks and discords a lot better
yeah yeah that's true i don't know i've never liked telegram but the more i get into it is
that's actually exactly my experience because i've been doing less like sitting down looking at
chat rooms so i've started to like telegram more but every time i sit down and look at telegram
on the computer i'm like this sucks and then when i look at the discord i'm like all right this is
way better but as soon as i go and discord my phone i'm like this is the worst application
of all time huh that's funny i didn't realize that that was my that's a good uh
there's an apt an apt perception chief
yeah there is perception on which app's better and uh personally i i'm not the biggest fan of discord
on mobile or on desktop but oh we'll see where i just thought it'd be interesting i just brought
it up no one knows about it so this is an alpha show alpha is bringing stuff to you before everybody
talks about it so maybe coffee club will be something that people get into in a few months
and maybe now you can you know speed run the train now that you know about it but go ahead
steven and then we'll move on to some other topics yeah i've got a little different art angle for
you uh so i'm just flying a little under the radar it's starting to get talked about more
um a couple months back flamingo doubt went on an absolute tear invested a ton of money into
a bunch of different general projects on east um they just deployed a ton of capital in the last
24 hours and went out and picked up i think it was like 21 chromie squiggles and brought the floor up
back up to like 8.89 or 9 east so um i would be looking around the gen art space on east and
i have no reason to believe that they're not going to start coming over to bitcoin collecting
some general art over there too i'd be thinking about the more historic collections the more
notable collections from big artists and see if you can get a little bit of exposure there
because the chances are right now they're staging up for another set of big buys
so you can start seeing floors pop up quite a bit uh just some worth keeping an eye on
when's flamingo douse sweeping ordinals they seem like they're always just sweeping eat projects
bro i think they need to get consensus internally first before they actually do it
they're like it's it's an inevitability in my opinion yeah like they're they buy a lot of
fine art like why not buy some fine art on ordinals it just kind of seems it's eventually
going to happen and floors are going to rise based off that oh flamingo douse just swept fucking
36 meta blends or some shit and the floor will be up like 600 percent they're going to sell by the
way like in 10 years are they going to sell or nope nope nope they'll probably get like accused
of scamming and then they'll probably be like the next three ac where they'll have like their
shit auctioned off that stuff to be to pay off all the bankruptcies and shit but i think that
what's going to ultimately end up happening is flamingo douse going to start trying to be one
of those entities that goes out and tries to get placements for these artworks in like bigger
institutions not like purchased by institutions but i think they're going to probably go out and
try and get them placed right and represented in bigger museums and stuff like that there's
been a bigger push for some organizations around that lately and they want to do that sort of
thing to be able to provide better spotlight for those artists you know that'll ultimately help
their bag at the end of the day but that's at least from what i see happening i don't think
they're gonna be selling anytime soon though gotcha gotcha we got brian up here with this
hand without brian good afternoon how you doing how you doing hey so i just uh worked with collab land
over the last uh two and a half months working on a social phi telegram fork and we met with
like 100 plus like discord communities we we talked to like over 700 different like kol's
and i gotta tell you the telegram uh social phi it doesn't work man nobody cares like there's
already kind of solutions we talked to like some different like creators um that have like these like
telegram groups and they basically use stripe and they manually do it and and we just like try
to create this whole different like you know scheme where you buy these passes and you do
get you get access to this telegram group and people are buying each other's passes
we onboarded like i think like 500 600 people and it just and it just failed and and i think
like i think it's um a little bit of a macro situation too like when we were in a bear market
and we needed like new narratives and everything like like social phi was hot and then the social
phi narrative just died and now where you know tokens are pumping and and meme coins are
are blasting up and you got like things like blast and different like nft projects that are pumping
like this this social phi narrative i think is is going to die down until we get back into like
another bear where people want some real yields again well on that note too i think i mean you also
see with like a lot more utilization of just smaller group chats right even in terms of um
i see it a lot more with artists now uh less kind of public speaking less public ledger use of the
timeline more so hey let me get all my collectors in here hey let me get my friends in one group
hey let me get this and it's a little bit more on the personal level right or everyone is trying to
do and it's causing basic attention fragmentation right and and the lack of ability of need for
a social phi yeah you can dangle the carrot and make it you know airdrop this airdrop that
but at the end of the day that only lasts x amount of time right the the point the real
currency is the attention and once you start realizing that your attention is being divided
to the point where you're missing out on opportunity or something else then you you take you know you
become proactive and so i think that that's the biggest issue is that now with the bull everyone
is proactive no one wants to be chilling in these group chats anymore we're trying to source a
different way because they're missing out on actual plays that are available on the timeline or
available in public settings for free right versus before if you weren't you know bought into these
passes because of the lack of noise you didn't have a way to fine tune what was good and what was not
and so now it's it's just this opportunity cost kind of thing is do i give my attention which now
attention and time is the highest currency we have or do i play a speculation game of
hopefully touching this carrot that i never know when we'll actually get here so i think it's a
little combination of it all dude you nailed it you like you said it's so much more eloquently
than i put it but you you nailed everything that we learned in the last two and a half months like
hell yeah well done dude so are you pretty big on like telegram because there's a lot of stuff
that's going on we had animoca is now a validator for the ton token which is integrated in
telegram i've seen some rumors of possibly a bitcoin wallet being integrated telegram people
are talking about building games on telegram you know any like what do you see in the future
with telegram do you see it as something that possibly you'll be playing games on and also
to like add on to that just a question generally like where where would you actually if you wanted
to put together a high-end social group of sorts where would you where would you manage that chat
like would it be on telegram would it be on discord or another pre-existing app or would
that be separately damn uh good questions all right so two things i'm i'm still working with collab land
collab land built a a telegram trading bot inside their social fire product and now we're
abstracting the trading bot outside of it so you can basically share a a link and then trade over
defy overall abstracted wallet inside a telegram so like the way that i see that playing out into
the future is like yes there's a new attack vector if you log in with telegram you know somebody could
get access to your wallet you have a couple hundred bucks maybe a couple thousand bucks
depending upon you you have pocket change and you can quickly ape into things
with um like with simple and ease you know i wouldn't put it tens of thousands of dollars
or or you know big bags on that at all but if you want to quickly like ape into things
like i see that um you know your social logins your twitter's your discord's your telegram
are are like viable options for that for like small plays um alpha growth we're also building
a telegram crm that basically kind of like manages your telegram and understands your relationships
of all the different conversations you have on there that's you know that's alpha that's not
launched yet we're working on it we're testing internally we do a bunch of like bd for for
crypto companies so i see your social logins as like you know your move around wallet your pocket
and then kind of like managing your communities dude i gotta be honest i'm not sure that we're
gonna see like a web3 patreon like and like take over these social channels like i think
you know playing in the real world asset space on a whole another tangent topic like it's
just not that exciting to play with assets that have like a shit ton of like fin tech rails
where i see like the the really like needed experience is going to be the new different
channels and new types of like integrations within the social landscape like such as like
metaverse where web3 can like really play a part because there are no financial rails
so it makes a lot more sense to have a social experience have like a private group and some
other new type of form form factor and new type of media and then plug in crypto and then instead
of trying to like plug in stripe and like the old financial rails so i i'm kind of you know
personally bearish on rwas um i'm bullish on new rwas that need financial rails that don't have it
and i'm bullish on uh new social experience new social networks or new new like media form factors
that don't have the fin tech rails i i think that's going to be the major component for
where crypto can play a part it's definitely interesting topic oh shit sorry i almost hit
a car but yeah brian thanks for coming up man first time talking i almost did hit a car uh
they pulled out of this alley and tried to go around me and i almost hit them and i stopped
but brian appreciate you coming up and you know bringing some value first time talking
but if you want to stay up here and uh you know we have some other topics to bring up you
want to comment on them you feel free bro you know and and you go into the category of
steven and eddie as someone who has a regular pfp and you know who was uh not just full of
shit because i really had thought i was gonna have to walk over the room and you know mute you
because you're going to show some shit but you're very intelligent man appreciate the value you
added to our community man you welcome on stage and hopefully stay up so we can learn from you
okay should should i uh should i should i change my pfp assuming that um assuming that jonah makes a
makes an honorary for me should i do it should i rock you gotta rock the real web three agencies
honorary of yourself i don't know you know i don't know if that's like i feel like that's
the bottom i mean not no disrespect eddie but if i had to look at all my honoraries and then
choose one it definitely would never be the real agency one i'm just saying just throw that out all
you have how many honoraries no i mean i'm not talking about me remove me i'm just saying like
if i was you okay i would look at my other honoraries and not flip a quarter for the jonah
one but hey dude do what you gotta do no no one does any for me by the way like i i actually
have only had one it was pretty cool it was the rave three guys they they did what it was really
nice uh but that's it it's funny then yes you should rock all right i have i have uh another
airdrop that's gonna be dropped to adam stakers so if you have staked in the cosmos ecosystem and
you're staking adam there looks to be another project coming out called aether a-e-t-h-e-r
um guess what it does it's another of the evm of the cosmos community owned free public
infrastructure evm consumer chain for the cosmos hub um we'll see i guess kind of the thread that
they have up here saying if you have staked adam uh there has been no snapshot yet so if you do
have some atom does not staked i still think you'll be eligible for this so um the hub needs
to occur at a moment now adam has been disconnected from the rest of the crypto space blah blah blah
um fuck kind of goes into it but uh yeah i got this so aether a third drop to adam holders propose the
best possible terms with the largest community ownership of any ics chain 40 percent airdrop
no asks for funding from the community pool and no vcs are invested involved thus adam holders will
reap all the rewards instead of vcs so uh keep this in mind uh if you are staked and i guess
a good protocol to i guess a good twitter to follow for everything cosmos airdrop is this cosmos
airdrop page i've pinned up top so it's cosmos underscore airdrops uh put notifications on there
if you are in the ecosystem and it keeps you updated on all the stuff uh that you're eligible
for for just staking like injective adam uh just gotta got a bunch of stuff here so it keeps you
updated for all the kinds of goodness that you get uh for staking inside the cosmos ecosystem
do you plan on doing another round
of staking no i'm just i got i'm good no no no i know i know you did whatever round and like
one full distribution do you plan on doing another one like now that prices you know what i'm saying
like to catch a dca staking round or anything like that or no you're just moving on so let's
just say pith or or something else yeah i got my allocation i'm not going to multiply because i
feel like it's kind of going to become in a crowded trade and the the return it can be less and less so
i'm trying to find new things to spend my time on like these test nets uh these new tools coming
out in ordinals so yeah i got my allocation i did it last month and i've got like three airdrops
since it i think that yeah there will be more airdrops but i still think the more and more
people that find out about the cosmos the less and less of the slice of pie that i'm getting so
i'm going to try to find new and be early yeah that pit one is what i'm hearing
fucking cranking up on the time everybody's talking about it bro you need at least 25
so it's not that much you stick i think it's 25 is a requirement and you're eligible for these
like supposedly rumored i'm gonna i'm gonna yeah it's a rumor we talked about this for
the last week i'm gonna put one thread if you guys didn't check it out and that's it
if you're interested go peep it and if you're even more interested go check out alison's
recaps and we literally have probably about four to five resources on pith over the last week
for staking oh we're getting mani up here i have a question for mani too he never comes
up anymore i guess he's fading us are you listening anonymously i'm gonna put something up
let me go let's go mani what's up dude i missed you so much bro i miss you so much can we
hold hands no i'm just like you heard anything about pith everybody's on the pith airdrop tbl is
going crazy people are saying you'd stick pith go up you know get airdrops and shit you know
anything about it um it's just that it's on uh the peak network or whatever or it's like part of
the whole dpin narrative so a bunch of people are thinking that this is going to be bigger than
all the other ones because pith connects like 200 different things or something i think it's
honestly people just wanting an exit pump on pith but i don't know we'll see okay okay okay
there's one soul sinner that is going crazy uh do you know anything about harambe uh yeah i don't
know i just like shrimp is really into it and all the other rats like so i heard a rumor yesterday
in one of these spaces that the original og pepe dev not the one that you know paul is
with the og pepe dev his wife is the one that deployed this contract not his sister his wife
no i heard about his sister bro
that was a sister but yeah it seems like one of those soul narratives i thought it was just mom
dude what i think the biggest one i had was uh the mock jube stuff so i like mew meow meow or
whatever posted the address to the launch site and the faucet site in his post two days before
anybody could see it or whatever it was like an easter egg i went to the website connected my wallet
ripped down like 800k mock usd used the limit feature and ended up with like 2.3 million
like mock jube and then i waited for somebody to start an lp and then it started pumping and
then i one wicked it for like 54 soul had i have held it it's like at 200 right now it's pretty
crazy but i still kept some just until like emotionally hedged so i think that's running
and that's sweet and this is this confirms my narrative yesterday go hit the test btc faucet
every fucking day that you can because as bitcoin scales and all these new platforms
and protocols want to use and have people test you're going to need test btc and no one's going
to have it the founders are going to have to send it out and then you can just be the you know
hoarded and and farm all of the airdrops yourself or with your homies or whatever it is so
don't sleep on these fucking test net tokens dude this is another proof in an example mock jupiter
um i pinned up something to the top it is a another airdrop that's coming to bitcoin
um i know a lot of people have been doing the bvm kind of uh check how much gas you spent or
anything like that or how much you spend in mempool fees this airdrop is coming from new bitcoin city
as well as the same kind of dev team and community aspect of it pinned it up to the top it says it's a
retro air retrospective airdrop one thank you for backing us so new bitcoin city for anyone that
doesn't know was a social phi app built on bitcoin so you can actually buy cell tray utilizing btc
at first they used some other type of token i think it was a brc 20 and then eventually they
swapped over to making it similar to noster i think that's how it's called right uh the one where
you do it with lightning and you can do it on new bitcoin city so they were shipping a lot of products
during this whole social phi boom probably one of the best tech teams out there in terms of innovation
being able to you know they they ship the games and all these different referral programs faster than
friend tech did and all that but in a sense they couldn't take market share from friend tech they
couldn't take market share from you know pets on base or anything like that ordinal narrative
just wasn't there just yet right bitcoin wasn't cool um now new bitcoin city still around still
has their social phi app you can still earn bitcoin from participating referrals etc and um now they're
participating with bitvm for the airdrop just connect to the bitvm website it is a soft connect
right you're not i mean bitcoin doesn't have contracts so it's a little bit different but
at the end of the day you're just confirming that it's your wallet and then it'll tell you
roughly how much you spent on mempool fees and it'll also tell you basically it'll rank you
as a bitcoin og or power user and allocate you x amount of tokens for the airdrop so y'all go
check it out free money um could be the first one that comes i mean assuming it comes before saturn's
rings and before rugs but in a sense we see everyone racing to be the first airdrop on bitcoin so this
could be it hell yeah we got two hands up i'm gonna go to mani and then i'll throw it to you
brian go ahead mani yeah i think they used to do a trusted computer whatever l2 that was
a while ago when you can first offload off of bitcoin city so that was super interesting um
if you're on tia or the cosmos things take a thousand whale that was a thing there's another
thing jakim and i forgot if i remember i'll circle back what it was the what was the whole
bit tensor thing you were doing uh you were looking up to try to start some nodes or something
on that did you ever do that no i set up a wing bit um sensor d pen thing today for peak networks
or whatever i had to like buy a raspberry pi download some code on it connect an antenna
now it like scans some kind of radar to make it a node for that thing because the peak network
airdrop is coming out soon right that was like the 2000 crest you have to have in a talisman
wallet and if you hold that then you get a peek when it comes out so i think that's what i was
lastly real quick before we go to brian for anyone that's in the tda discord or anyone that's a part
of our community uh check your dms on discord i've been emailing slash dm and you guys um the magic
eden wallet beta code uh magic eden has been hinting at a new revamped reward system coming up
uh what's understood does not have to be explained so if you're a part of our community if you're in
our discord if we know who you are right don't go invite some randoms because ultimately i'm
manually doing this and i'm gonna just tell them no um yeah hop in there get set up your wallet
start utilizing the features start checking it out i know we got a lot of us there since we're
talking this airdrop farming um you know we'll see what magic eden got cooking for us in this new
rewards revamp so could be worth it and go ahead brian yeah i was talking to a good friend who's
an investor out of uh singapore and he's telling me that um you know from from a bitcoin versus
like ethereum standpoint the the east is like ethereum is a is the west token and we're going
to invest and double down on things on bitcoin so i don't really know what the play is here but
but his word to me is that there's going to be a ton of different bitcoin side chains coming out
i mean you have core you have rootstock it sounds like you have a new side chain with a new bitcoin
city and they're kind of like launching their own bitcoin side chain and as the tech um gets
better and easier to kind of deploy these side chains we're going to see more things like that
the other point that i heard uh was coming out at okx um they added uh ordinals and brc20 support to
their wallet and they added over a million dfi users to their wallet within the last like two
months all on this brc20 i'm not into brc20s this isn't a shell for brc20s i don't even know
how to make a play on this but there's definitely a play there with these like bitcoin side chains
and ordinals oh yeah dude i've been i've been deep in we've been deep in as a community as
well just in the ordinal space probably about since two months uh after inception but it's crazy to see
just the progression in the videos like you said it's the you know east versus west kind of thing
and we're starting to see videos of like one of the a token went live the other day and the video
that was circulating it was like 15 20 grown men chain smoking cigarettes in an apartment all
trading this coin and then the other one was a conference room setup with brc20 as the big
banner and like 50 to 60 people learning like understanding what they are and how to do like
grown adults adopting token standards and culture and just through talking to them right you know
we got a couple friends over there and that are involved in ordinals china and then their basic
thesis is we got tired of being rubbed off of smart contracts you can't do that on bitcoin
this is a lot safer for us than this is what we're going to do and i don't know if you're
around the 90s but there was like like early 2000s and 90s there was like these mlm things
in like mid-america i grew up in like pittsburgh and like you would have these like real estate
conventions where everybody would come in and like teach each other how to like do these real
estate things those rooms of videos that i've been sent are like the same kind of like this
like mlm get your friends in to buy these like brc20s and it's just it's like the same exact play
it's crazy i forget where i saw this it was on binance or okx but uh at the top when you're
trying to sort because there's so much they had like brc20 and ordinals as a tab they converted
the tab to just inscriptions now i think it's okx that it but people are speculating the fact
that they you know inscriptions are going crazy on all chains that now okx is including inscriptions
that we possibly see other chains listed on okx i know we've talked about dojnals and litecoin
but i think okx is gonna be the first kind of like ordinals wallet how it supports all the new
shit i think okx is probably gonna be the first one you're gonna start seeing other ordinals on
other ecosystems be listed on okx pretty soon which will probably drive some volume to the
new chains that adopted ordinal theory coming from the head of product the defy product which
is exactly what you're describing they're leaning in hard okx is going to lean in hard and continue
to lean in hard into inscriptions yep and then there's rumors of blur it's possibly getting in
the ordinals soon so everybody sees where it is and i definitely think this bull market
wait where are there rumors from that's not happening enough it's happening watch why wouldn't
they wear a movie wait where's those rumors well there's a rumor that they are teaming up with
mubi which is the evm multi-bridge platform to kind of start facilitating brc trade brc wait are you
serious yeah and you where are you doing automated market making that's super bullish and that's
where all that's where all the volume is that's where all the volume for brc20s and all the
the basic bitcoin volume comes on from okx and then now that they paired with movie i think
it was like two a week or two ago that they fully announced that that's what they were the route
it's kind of adding to the not the narrative yeah yeah but but like what's the what where's the
blur like genuinely like where did that come from what was that source from was that just
something that you can't tell you we're gonna we gotta kill you if we tell you no i mean no
but seriously like did you guys see it in like a twitter chat or did you guys see it on a tweet or
like where if we tell you then it's not alpha bro oh my god yeah this guy becomes a lawyer and
wants us to fucking rat on everyone dude no that's right if you record yourself pulling your hair
out they'll tell you look i will i will say like i have seen and slash know that blur will
drastically change their positions in less than two to three months like the whole blend thing
was something that they put together in like a two to three month span they hadn't planned
to do it and then just kind of spun it up so i wouldn't be shocked but at the same time like
it would be a pretty big departure for them to be working i mean it's a real that big of a shock
eddie that all these marketplaces are going to support oracles in the future it's really not
not not not not in that sense but for blur specifically right now you could see it when
jimmy started tweeting bull posting about ordinals bro he only chills his bags you know what i'm saying
so once he started changing his tune oh i was completely wrong this that whatever
motherfuckers just eat investor in that like connect the dots dude
yeah all right the dots take a look i guess all right go ahead bin go ahead bin what's up
brother good morning good afternoon yeah man first i had came up to just address the point brian was
making about like what things or how to take advantage out of these opportunities on all these
protocols that are coming on the brc side ordinals and stuff i think that's a great fucking question
because like on the east side or evm as a lot of these quote unquote new protocols are actually
copy pasta out of a lot of things so there is a standard that gets established so on the
ordinal side i think it's super interesting because they're doing silo developments that
are also not open sourced so nobody truly knows what is behind that stack so investing in ordinals
protocols that will take you to the next level will be super profitable but also way more riskier in
my opinion but for these blur rumors that they're partnering with movie to bring ordinals trading
to this side i think that's super bullish because blur is just focused on like
trading pure trading you know like and ordinals will undoubtedly become something
with a lot more volume than we see today soon as the amm is solved with muddy and all that stuff so
i think they would lose share to other players in the market and we are seeing magic heat and
doing big moves right now on the ordinal side on the salada side on the east side a partnering
with yuga so i don't know i think blur is just looking for itself right here
there's definitely blur when i first got on it it was like it was like professional trading
right you could sweep faster it showed you everything that was pinned in trading and like
after blur kind of took over that you start seeing all these things that were professional
trading platforms start like sun setting like block probe you no no longer works icy tools no
the longer works and i definitely think that blur can definitely like front run the professional
trading tools on ordinals we've already saw that ordinal high thing i talked about yesterday where
there's already people trying to build these sweeping features these these ways to the buy
brc 20s faster i think if blur can concentrate on uh try to creating professional trading tools
for ordinals they could probably take a big market the only thing with the trading tools for
ordinals is due to the lack of uh smart contracts um you can build analytics tools
you can't build mass automation yet and you probably won't be able to unless they authorize op cat
go op cat but um yeah unless they do that you're not going to really be able to do automation
but the next level of quote unquote like ordinals and that kind of stuff when it comes to having
an edge is going to be mempool sniping right the feature not a bug aspect of it taking 10
minutes for a block to process on the low end or potentially even longer um dude people that can get
in replace your transactions fee and basically in a sense snipe you and take take your word that is
what is going to be the the biggest in my opinion and most profitable uh sector of this kind of if
you want to be a trader on ordinals is going to be that uh people are going to go and inscribe
brc 20s they'll be mempool sniped right you'll have little groups of people that'll see
an ordinal having traction and be like hey that guy appreciate you for getting us in the door
we're going to go in there replace it by fee and have it sent to my address instead you as the
initial participant are kind of sitting there lost in the sauce um and that's it and it's happened
a while it happened a little bit magic eating um has a new way of preventing it with an auth
signature an initial auth signature but even then that's uh flawed in a sense because if you
process faster than the server now not the blockchain but the server right the site goes live and let's
just say me and eddie click at the exact same time magic eating issues out two signatures and
we're both sitting there waiting for the same ordinal that was assigned to us so in a sense
you're not being sniped because both of you had to have a signature but you are being sniped
because you're it's a race and it's either i finish first or eddie so this lag that 10 minute lag
is is so long for people to sit here and battle it out fat fingers mean absolutely nothing someone
could fat finger and i have nine minutes to go over there and take that fat finger away from him
because the block hasn't processed yet right it's a whole layer of this trading and and kind of
um mempool that is is giga brain but is really what's gonna fuck up and dominate our space
we're just glad none of these people have popped up yet and and we're not hip but when groups of
this come up dude that's it's gonna be over because they're gonna fuck shit up and just take
it all from you in a spot where no one can fight it because it's the feature part of the chain
it's just they're fighting an outer space and you're under a stern so 100 yeah it's i always
like i i say stuff and i don't understand i'm glad that you're here to kind of like technically
like bring me back to normal and to earth because some of the things are like aren't
possible on bitcoin and i kind of sometimes forget that but uh just want to let you guys
remember remind you that the deadline for frame i know we've all forgot about it since all the
air drops are coming out but frames deadline to claim chapter one airdrop is on january 25th at
3 p.m eastern you go to frame.xyc governance uh and you can claim your tokens um i totally forgot
about that one like it's probably a worthwhile claim by the way and apparently i'd like i take a
look at um i take a look at bobu which is funny i haven't done anything with that but i would
take a look at bobu because they have an interaction with bobu like the bean farmer
those here see still 115 days oh well 1155 days they have i think like something where you can
port them over or something like that the frame and it's uh one of the first supported collections
over there i guess and that's pretty fascinating so if you're looking to farm that token which is
probably going to be at least like a marginally worthwhile token of harm at least and like at
minimum i think it'll probably be decent but i don't know how good um bobu might be the way
yeah it says chapter one so you imagine there's going to be multiple opportunities to farm and
get allocation to this frame token so definitely keep track of it and then camino which has been
hinted as possibly doing an airdrop uh announced their points yesterday uh their whole point
system so i'll pin that up top you know we all know how it works you you use the platform you
i think it's a camino is a finance right manny you can borrow and lend and shit yeah it's like
gorka they have like the buying and lending you can start pools amms back and forth all that stuff
it's like you can swap out with extra steps yeah so it says borrow lend liquidity vault
multiply long short become active activities are more viable than others camino lend supply one
point per dollar per day kind of goes into it it's a thread you guys can read it for yourself if
you are interested and uh get in the sole ecosystem airdrop go ahead manny dude i forgot
that um you can do you guys do the dimension thing the dimension airdrop oh yeah i got 200 for
did you use your your friend tech wallet yep yep okay good i think i got 400 to 500 tokens uh 200
for celestia and then like 50 for like three other ones for like adam staking and a few other ones i
got i think i got like if like if it starts out at six or seven dollars that's like three thousand
dollars for like pretty much nothing it's already at four it's at four otc four or something 425 or
something i've hit something else if people are saying it's going to be at seven bro it's going
to be at seven right off the bat i don't know but dimension what what happened with the uh what
happened with the pith uh this is a question for manny what happened with the pith um pre-market
futures on on pith versus when it launched did it perform better worse you know
all right so you can look at um probably your best use case is going to be oh no they both come out
in the 21st so um hmm i think you can check on a evo and see what happened
i was looking on that new website it's like what the one where you can uh buy and sell
like points from friend tech and they had like pre-sale for jupiter on there and it was jupiter
it was earlier this week i think it was like 64 cents and someone's trying to trade a 20k pack of
their jupiter uh for like twelve thousand dollars or some shit so what do you is jup- what do you
see jupiter when it comes down in 31st like price is it a lot of people are saying no way it gets
to a dollar but it was trading pre-market at like 64 cents this week what do you think manny
yeah i think i think it gets a massive momentum vector just because they're trying to tokenize
securities rwas meme coin launchpad like best aggregator on soul trying to be like the central
hub for everything super fast dca swap tools they have like they have all the right buzzwords
and their team is super motivated and very capable so i think it cooks man i mean by the way our
rwas i think are a cycle like just to be clear in my opinion i think they're a good narrative
for next cycle not for this one dude and then you woke up here larry thinks saying he wants to tokenize
the internet like yeah that's the president bro that's why the world's gonna be tokenized
and in a year bro not in a year not in a year it'll get in two years the infrastructure is
not there but once it gets there it'll be great i agree with that so i think i think this next
one larry thinks the real president united states guys i don't know if real world assets today
or like there are six rolexes available for lending like that's that's that's current real
the price of rolex has gone down i think like 15 over the last year it's probably the worst
high performing luxury asset they're getting created on the yeah they're getting they're
getting fucking liquidated on all their rolex loads bro it would have been bad also who the hell who
the hell is going to want a real world asset when you can put the same amount of money into
a fairy dust token and turn it like 50x like what's the what's the point of an rwa when
everything else is going a thousand no no no it actually makes sense it's just that it's all
bullshit right now like so rwas are a remix meta guys it's not like internet cloud iot and wallets
didn't exist in 2017 you know but now that you use managed wallets and a couple things
to communicate between devices oh decentralized physical infrastructure network yeah super cute
i think it's right the meta dump those tokens before the bull start schooling off
i mean rwas itself i don't think i'm that interested in but i'm definitely interested
in the infrastructure of rwas right like there's avalanche already has like an incentive to build
rwas on there i know jp morgan and chase have already building you know that kind of shit
on avac so i'm more interested in finding the infrastructure and where the big builders are
building the rwas not like i'm not going to tokenize my fucking watch but i want to buy
the coin that does that like if the arcade ever does that or anything like that i would like to
invest in that because but your arcade has some cool stuff coming by the way so pay attention
oh we know you don't have to fucking shill your ambassador badge every time you come on stage
no you might get that shit but yo that's an rwa suck the cycle and you're you work for
an rwa company yeah what the fuck you're stopping what the hell neither y'all exposing
like that that's crazy for neither of those rwas are not even near primary uh
primary focus it's all digital loans vastly more than you're middle curving it bro
you're middle curving it i'm not i'm not middle curving it no we're gonna trade it bro it's just
not worth it no no i'm not saying it's not worth it like hear me out yo my my take is super simple
like three things one is worth trading like two if you can do this meta of whatever raspberry
pie's bullshit that's very similar to the crypto mining meta but it's a bull run meta not a bear
market meta you know and for the third part real world integration it's what eddie said
people won't just say yeah let's trust american train lines with whatever yada yada you know it's
just not gonna fly so tldr just ride a meta guys i think anything that pumps is good and rwas have
the narrative on its side but like it's just tough to say yo you're gonna buy into these
and it's already a 10-year investment i think that's delusional also can we can we just real quick
can like i'm gonna write something about this can we stop saying the word narrative please like
it's been overused no one really knows what it means anymore it's bullshit can we stop adding
what what word do you want to use when people are overly focused on a recipe that works say my thesis
is this you can say like too many people are focused on x but everyone and everyone in their
mother is now using the word narrative and thinks that there's no any words or cycles dude bro
that's literally the meaning of narrative there's narrative there's provenance there's esoteric like
you just see like words people say to sound fucking smarter than they are and it's okay dude eddie's
trying to censor us bro stop censoring me bro stop being like that dude from south park that
wears the maul glasses is like the pc police that's eddie right now stop telling me what you
try to get us to give up our source earlier in the show now you want me to change my language
bro he tries bro that's wow eddie out here trying to rug us bro this is go ahead bro
i'm telling um yeah so i like there's a little bit of web2 alpha by the way anybody who's buying
a watch because you're trying to flip it unless you're in that business you're fucking like redacted
as fuck like seriously stop wasting your fucking time the only time you should be buying a watch
like a rolex patek or automar paget is if you really really want the watch and those are the
people who end up gaining the most value because they're buying it to wear the fucking thing
but um rolex prices definitely are going down and usually they used to be like they used to coincide
with the price of bitcoin and that's kind of like you know going the opposite way so anybody who's
interested in any particular watches that have been hard to get you know even if you pay
resale if you can find like a trusted source and you're not getting some fake ass shit
paying like a thousand dollars above retail or two thousand dollars above retail is probably
like a good time to buy the watches you want um just because of like covid and all these assholes
that got all this free fucking money just ruined the fucking market you know you used to be able
to go to a rolex store and they beg you to buy this shit now fucking you got to call them and
fucking you know give them like a bottle of casa zul and jerk them off to get a fucking
you know pepsi rolex or fucking whatever dude i couldn't agree with you more bro this dumb
motherfucker i know works at a rolex store and now he's all high and fucking mighty thinking he's
all worth it because he slangs fucking totally wink watches bro and i'm like dude respectfully
go fuck yourself i can't wait for this market it's literally getting fucking diluted this is
the year where we're gonna be able to go back and it might be like not as easy but like
they're gonna hype you up and oh yeah we finally got your name yeah motherfucker thanks for
fucking me waking making me wait this entire time when i really just genuinely wanted a fucking
watch to wear and not to flip get off your fucking high horse you're a fucking watch dealer bro
respectfully wait till he learns about us fucking flipping jpegs for money he's really
gonna feel bad about flipping watches yeah i mean like those are rookie numbers bro you
need to tell him take his i flip five rolexes in a day chomp fuck out of here and there's
no actual rolex attached to it makes it even better uh real quick tagged it up to the top
crypto slam um who did you have that was a connect over there x or we had someone that
talked to us about crypto slam um anyway english english knows fucking everybody he knows the
difference okay so crypto slam is apparently starting a zealie quest for you know points and
engagement farming and that whole nine typically those are lead into some kind of speculation of
an airdrop or token or i don't know so maybe we can get a little bit more info from english if
whenever he hears this or we can get him next week but yeah crypto slam pinned it up to the
top they got a zealie quest now just a couple daily tasks for you to check out similar to how
any other uh new chain or new protocol does um i never really expect i mean this was kind of out
of the blue for me never really expected them to kind of go down this router or even see a need
for it but i guess it does make sense if they're trying to be the the top analytics provider right
omni chain for the space i would talk but i would rug i mean you sound fine but yeah
am i rugged all right bro i'm in that one area so saturday road uh no i just had one i had one
more thing that um alphas and turrican right y'all know that you kill it do you see that's exactly
what i'm putting up bro oh my god dude uh ack y'all know is one of my favorite artists
um he's been kind of hinting and teasing recently with a jack butcher base and um he's the one that
got in trouble by vogue for using vogue you know the name he got dcma by them uh very much so activism
through art and just kind of letting the quote unquote muse guide him so he's been teasing this
jack butcher collab i'm pretty sure it would pass with fucking flying colors if it got went down
to the jack butcher community so check it out uh if this does become something he normally does
a lot of um shock drops slash secret uh stealthments i guess you would say on his page uh so just turn
notifications on for him know that you'll probably be trolled a lot he loves doing that shit uh to
where you'll just see the um angry uh you know luke skywalker yelling uh that's literally what
you see on your like glitched out on your screen over and over and it's just him trolling you so
this could be something though i'm excited to collect these look fire and obviously if you're
in that opepin community you'll you'll get more info or have a way in but if you're not our best
bet is going through ack's distribution method so turn on notifications on for him and yeah dude
these are so clean dude the one with the fucking piano my one of my favorite bro like these are
so dope looking at i was looking at them all yesterday but um i guess there's some interesting
news uh we'll we'll end the show after that we talk about these two topics uh and one is pretty
interesting is this coin called indx coin and it was uh the tweet is from uh february of 2023
but a colorado pasture wife faced legal lows over allegation of a crypto scheme so the colorado
pasture and his wife are facing legal trouble for allegedly creating and selling a crypto token called
indx coin claiming it was backed by god god's instructions the couple raised 3.2 million
dollars but now are accused of fraud and hey yo that's a first i'm surprised that's a new
meta i think we all need to agree the new narrative even if eddie doesn't like the word backed by god
they're like who's your investor god he's the number one i mean you know if you really think
about it if you look at every u.s dollar it says in god we trust so i don't see how this is any
fucking different to be honest that's true that's true um let me read a little bit more so 3.2
bud is now accused of fraud and illegal security sales freezing the church's assets the token was
purposely backed by an index of cryptocurrencies but uh but legal filing suggested had little backing
relying relying on faith which a lot of these crypto coins do the pastor insists it was a utility
coin exempt from regulation citing hey yo this man said relying on faith bro this is great
and divide guidance bullish so he was suspecting god would come down and said this needs to be
a gas token if you don't have this gas token you can penetrate heaven's gates or some shit
the couple spent a significant amount of personal expenses they will face hearing on january 29th
for alleged violations on security laws so i thought their only their only mistake was not
putting all their money on chain i think that's the only mistake on this whole story we'll
probably learn in the financial hearings that you know that little basket that goes around and you
put the money in was probably uh some of the money to create the coin you're like damn you
you took the you took the what is it the giving basket and the money out of the giving basket and
like funded your coin bro like you're going straight to hell so thought that was interesting
topic i saw that this morning and i guess the last thing has to do with apple vision pro
and kind of a lot of these uh people boycotting it um so i think it came out yesterday or whatever
but uh there are some big apps that are saying they're not going to be supporting it so major
major streaming apps include youtube netflix skip dedicated support for the apple vision
wait why any reason i'm going to read it and then it'll probably go into it so youtube and netflix
have decided not to release dedicated apps for the apple vision pro requiring users to access
through services through the web browser our companies including meta-owned platforms like
instagram facebook threads and whatsapp may also be avoiding combat compatibility spotify is
not rolling out a new app for the vision pro many media companies seem hesitant for apple's
mixed reality headset possibly influenced by the recent app store rules changes including 27% fee
for out of app store purchases despite some companies opting out nearly 20 apps including tick
tock disney amazon pride video will launch entertainment experiences on the headset i
can definitely see like facebook and threads not doing it because they're a competitor right
they're gonna have their own headsets and this is how they kind of like we're not going to build
this but if you want it then you have to buy our headset so definitely interesting to keep
up with that shit and you know i've been saying like if this apple vision pro narrative heats up
you're going to start seeing coins ai coins and metaverse coins start popping up we started
seeing that yesterday mana was popping up render was popping up you know even maybe vr headset uh
items on nfts could go for a premium now that this is becoming culture so we'll see where it
goes but uh that's kind of all i got i thought those were kind of some interesting stories and
shit so appreciate you guys coming up to daily alpha we run tuesday through saturday and this
is our last show of the week we'll be back on tuesday we got eddie's show tomorrow with english
i think it starts oh by the way x uh 8 30 and by the way so i jonah hooked me up this past week
we uh we got a whole lot more uh vid gear like video gear and i don't know about this week but
likely next week i'll be streaming like i'll start streaming during those spaces so yeah man it's
kind of exciting actually that's awesome man i'm happy that uh nifty is it nifty island you're
talking about yep that was that was nifty island to help set that up sweet sweet so yeah we got
eddie's show tomorrow and then um i've got rudo's show on thursdays and then we're probably going
to be adding another show sometime uh in a few weeks so look out for that and i'll leave you
here for chief you guys have a great rest of your weekend i'm gonna be watching football
a weekend so don't bother me and then uh yeah i'll talk to you guys on tuesday have a great
have a great rest of your day peace out guys i appreciate everyone that tuned out just a quick
reminder um everything will be recapped in a thread by allison right we reward it basically
works deserve to to earn here at the tda so show allison some love guys it's free it doesn't hurt
you um and you know whenever we get a chance to show love back we always go and do so
uh commoners mint is monday if you're interested remember it requires an uncommon satoshi and
bitcoin booze is monday as well so we won't see you guys before then so just keep that on
your guys's radar make sure you have your own reminder because we won't be here to do that
other than that uh this is the tda we do this tuesday through saturday 9 45 to about 12 12 30
central and it's tda or stay poor so y'all be safe have a good rest of your day and
look out for that thread y'all be safe guys