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THE DAILY ALPHA♻️
Recorded: July 22, 2025 Duration: 1:17:42Space Recording
Short Summary
The crypto market is buzzing with excitement as Ethereum surges and Solana breaks $200, signaling a potential altcoin season. Speculation around Jerome Powell's future at the Federal Reserve adds uncertainty, while corporate treasuries are increasingly investing in crypto, driving growth. With upcoming airdrops and a possible resurgence in NFT trading, the landscape is ripe for bullish trends.
Full Transcription
Thank you. Yo, yo, yo, what's up?
What's up?
Appreciate you guys stopping by.
The Daily Alpha, you guys know the deal.
Like and repost the space goes a long way.
Obviously, we got a lot to discuss, so you guys can get the space out, deal. Like and repost the space goes a long way. Obviously, we got a lot to discuss.
So you guys can get the space out, get the likes and repost, get the comments down there.
Let everybody know we're here.
We got 11 o'clock to 12 o'clock.
It's typically the start time.
Sometimes we go over.
Sometimes we cut it at 12, depending on the combo.
So we appreciate you guys stopping by.
There's a lot going on in the space.
Obviously, over the weekend, we've had a lot of green candles. We've had Ethereum go berserk, and we had Solana break $200. So definitely feels
like it is risk-on season and just the start of this altcoin season. And when you're here every
day, it kind of feels euphoric. But this is what we talk about. You can catch a falling knife,
or you can confirm that we are up 10% and then start deploying.
I think what's happening right now is people are waiting for some pullbacks and thinking that it's going to pattern match to what typical pullbacks are.
But these pullbacks typically last for less than a day and then we're up only again.
So if you're trying to find an entry, you're just trying to, you know, you think you're buying tops.
The sooner you guys can get off that PTSD of this is a bear market and you're going to get two to three day chops and stuff like that,
like the sooner you're going to be making money.
So it's like we're at this point where it kind of feels like you're buying tops and stuff.
But once you see some red days, those are that's when you got to start deploying and getting these entries before we kind of continue to go up.
And obviously today there is some uncertainty in the market.
We have Jerome Powell speaking today.
I don't know exactly what time, but people have been calling that he's going to resign today, which I don't believe.
This pollute account has been saying it.
They just now basically lost a DOJ investigation, a perjury into him.
And Donald Trump on Thursday is actually going to visit the Federal Reserve headquarters.
So if he does resign, Trump's going on Thursday.
And I don't know what he's going to do there.
If he's going to like scold some more, if he's going to find a replacement.
more if he's going to find a replacement, but there is a lot of uncertainty going into today.
But there is a lot of uncertainty going into today.
Actually think if Trump fires Jerome Powell, we talked about this last week, there's going to be
a lot of legal cases. It's going to be drawn out. It's going to bring a lot of uncertainty and FUD
and ultimately a lot of uncertainty. And I actually think that brings us down. If Jerome Powell
resigns and Trump has a replacement with the quickness, that could actually pump the market. So we might actually, we have an
FOMC meeting in like eight days. If we can get a replacement by there and then that person cuts
rates for the first time, because that's what Trump wants, I think that adds a little fuel to
the market. So I don't even, I'm kind of curious of what happens today. If he does resign, does that pump the market? And if he doesn't, then, you know, I think what
ultimately here, Trump would want to have a scapegoat if the economy doesn't go well. So
firing him kind of leaves him empty handed if this doesn't work out and the economy continues
to go down because of tariffs. I having jerome powell around actually gives uh uh trump a reason um to kind of use uh as like a scapegoat going into
midterm election so i actually don't think it's beneficial for him to get rid of him just use
him as like this is the reason why the economy isn't great jerome powell's too late he hasn't
done this or that so i actually don't think it's he's gonna be like imagine look at what i've done
so far.
And we're already here.
Imagine if we can just get him out.
You know, we're going to be two, three times better, even, you know, so like you can see that using it, like you said, is almost like a crutch.
Yep.
That's what I'm thinking.
I just think that he kind of keeps talking about this and keeps putting pressure on him, hoping he changes.
But ultimately, I think it's just useful.
It's just useful
it's just useful for him to keep him around so he can have somebody to blame if all this stuff doesn't pan out so that's happening today i don't know what's going to happen i don't know exactly
another time but that's what everybody's waiting for obviously we've kind of seen a little bit of
de-risking going into this um i know like you're looking at the market you're seeing red when we've
been up like 20 all weekend so like a little red doesn't hurt here.
I do think people are looking for entries and it's just like quick turnarounds.
Like we had a nice little head fake yesterday and going into pre-markets on Sunday.
Like we dumped, I think Farcoin dumped from $1, like 48, all the way down to $1.40.
And then it just pumped off the lows and went to $1.60. So
and I think last night we had a dump of Solana from like 194 or I was like 198 down to 194. And
then we bounced off that and went all the way up to two, like two, like 205 within like 20 minutes.
So there is like, when you see those bounces, you see just a lot of people
moving up their buy orders. And there's just a lot of velocity off some of these current levels.
And that just kind of makes me feel like people are trying that missed out or sideline are putting
heavy buy orders at these kinds of resistance areas. And that's why you see these crazy bounce
and these fake outs because there's extra leverage in the system. So, I mean, dips are for buying.
I think, you know, we maybe we'll have some kind of retracement,
maybe late August going into the September FOMC meeting. Maybe we have a nice little sell-off
and then we bounce from there. And then we go into this parabolic mode into November.
But the market's looking nice. I think we do have probably, I would say a month and a half
left of just like up only. and then i do think we get some
capitulation and get one more flush out before we go higher to all-time highs and end like the
end of december uh or end of november i think that's what a lot of the charts are showing right
let me post this up here i think this came out from yeah bitcoin magazine based on previous two
bitcoin bull cycles this cycle may have less than about 100 days remaining
this will result in the top occurring in october of this year do you think that this is the most
likely scenario yes or no so this in accumulation which is this is just regular mapping ultimately
we know this cycle's a little bit different right but? But for now, this is the North Star to
use. I mean, we can say it's different. We can say, hey, look at much money's coming in or XYZ,
supply crunch. But until it actually becomes invalidated that it's not a four-year cycle or
that it's not moving correctly, I think we're still stuck in that narrative, right? So for now,
just kind of plan two months, three months, right?
Which is what we were saying at the end of Q4.
And then on top of that, you have the possibility of a Santa rally.
So that's also something that we've seen and isn't uncommon.
Yep.
And just, you know, obviously we have two to three days off.
There's a lot of macro news.
Rate cuts are coming.
Prediction markets are seeing now a 40 chance of two interest rates
cuts in 2025 for a total of 50 bps furthermore there is a 13 chance of three interest rate cuts
this year per kalish the base currently shows rate cuts beginning in september so
that's what's going on with rate cuts we were were at three. I think now we're back down to two. So hopefully we get one in September and maybe we get one in November.
And that kind of like marks the top of the market. And then we consolidate,
get a new Fed chairman in May or March. And then that kind of leads us to another
altcoin season in like 27, 28 or something like that. So that's what's going on. Also,
just some more data, the Federal Reserve, what they look at is inflation and labor markets. Majority of the time when we get interest
rate cuts is when the labor market starts to go south. And we have just had job postings.
The labor market continues to weaken. Job postings indeed fell 8% year over year in the week ending July 11th,
reaching the lowest level since February 2021, which is crazy. Postings are down 65% from their
March 2022 peaks. As a result, available vacancies in the U.S. are just 4% above pre-pandemic levels.
This data does not include ghost postings
for positions that may not exist
and are not actively being filed.
This also suggests that the official BLS opening data
will likely continue to trend lower.
Labor markets' demand softening cannot be ignored.
So this is just more data
that these people are gonna look at.
And I've shown you guys charts,
you know, like a year and a half ago.
Most of these rate cuts happen when unemployment goes south and not so much inflation. So I think this is the most pivotal data that the Fed looks at. And if we're
getting less and less job openings and less and unemployment's weakened, you're probably going to
see a rate cut sooner than later. So a lot of people are just pricing in the September rate cut
in. And I do think that's probably when we're going to get the first one. I would hope July, but I don't think it's going to happen. But that's ultimately what's going on.
I had a kind of a post yesterday. We're seeing just a lot of these corporate treasury companies
in the stock market starting to FOMO into just crypto in general. They're not really thinking
about what cryptos they're getting into. Last week, we talked about there's a Doge ETF,
our Doge corporate treasury being announced. We had Hyperliquid. We have Joe Lubin with ETH.
We have Michael Saylor that started this whole fucking thing with MicroStrategy and MetaPlanet.
And people are just trying to find ways to create accelerants on their stock prices. And they think
adding Bitcoin to their balance sheets is kind of that. And it has proven out to be well and do well.
From my understanding, I've kind of listened to a few people on why this altcoin season has started.
And we don't have retail here, but a lot of these corporate treasuries actually have crypto
offerings. So they ask retail people and whales and stuff inside of these projects, like a hyper liquid whale or a doge whale or ETH whale, hey, do you want to give us some of your doge or some of your hyper liquid
and put it into our treasury? And they're like, okay, what's the benefit? Well, you will get
three times your money back when we go public with this. And so what I'm understanding is there's a
lot of retail, like retail, but not retail, just the crypto native people that are actually offering this crypto to these treasuries, actually selling those treasuries from the stock
and actually getting,
say they put $10,000 in,
they're selling it,
and then they're getting $30,000 to $40,000 back,
and then they're bringing that money back
into the crypto space
and actually buying spot altcoins.
So when we see this altcoin rally,
it isn't fueled by retail,
it's actually fueled by crypto participants that are actually offering their crypto to
these.
Technically like VCs, like private VCs or almost kind of like a VC or like a friends and family
kind of seed round.
Yeah, it's kind of like a pre-sale.
Like, hey, we have this, like, look at all the, look at all the previous stocks.
Like, they're all three to five X from what they typically were. So they're going to
these whales and people in knows like, hey, Mike Dudas, why don't you give us $10,000 or $100,000
of your Hyperliquid? You can get a friends and family IPO of this stock, and then you could
trade it for 3 to 5x, which your return is. Then they go and sell it. Once they announce, they make 3 to 5x on their money. They put that money back into crypto and
buy spot hyperliquor to replace their thing and then go down the risk curve. So my understanding
from listening to a lot of people over the weekend, this altcoin rally is being fueled
by these IPO offerings to crypto people and making 3 to 5x on all these corporate treasuries
actually going live, which is kind of interesting. I didn't really think of that, but that's ultimately where all
this money's coming from in the past two to three weeks with all these corporate treasuries going
live. So I think that's something that we've got to keep our eye on. We're seeing more and more of
these. And my understanding, I feel like this is going to be the start of the bear market when all
these people fucking go under and we have a downward down more spiral but we've had just fungible tokens of suey bit tensor soul doge and uh when we saw the
sweeps on sunday of all these nfts i'm starting to think that we're not just gonna have fungible
tokens we're gonna have non-fungible tokens also in these corporate treasuries. And we had the first announcement
of that today. It's a company called GameSquare Holdings. They said GM revolutionary permanent
community members of the NFT space onboard approval. The launch of a 10 million NFT strategy,
GameSquare has positioned itself as one of the first treasury companies diversifying into digital
art collectibles. What are we buying today and what
was that wallet that was funded by coinbase uh on sunday how much did they sweep they swept eight
million dollars worth of nfts and this is a 10 million dollar uh nft strategy so maybe they have
two million dollars left but on top of possibly having etf exposure to NFTs, we're going to start getting non-fungible
token. Treasury started here and GameSquare is the first one. And I think there's a lot more to come.
I think this is one of the smaller ones. From my understanding, there's going to be a few bigger
ones coming down the road that are going to start actually pushing the NFT prices because they
actually have to purchase these off the floor. And these are less liquid than coins.
So we talked about when Trump came in, like, oh, the Smithodian is going to buy your NFTs.
Well, it looks like Wall Street is coming for your NFTs.
And they're going to be part of these corporate treasuries, similar like we've seen with
Hyperliquid, Solana, Ethereum, and Bitcoin.
Alana, Ethereum, and Bitcoin.
It's just kind of a more non-fungible way of doing it.
And I think that the interesting thing on that end too, it's not necessarily because
you have the coolest looking ape or the coolest steady teddy or whatever you may think it
is, right?
It's more so for the fact that it's a financial asset that allows them to have a multi-level
or layered bet on an ecosystem or an underlying token, right?
So let's just say that they're betting on
Barra's price action or hype's price action and then you have the possibility of airdrops
And then you have the possibility of the underlying supply crunch of the asset itself, right?
That's personally why I always like JPEGs a little bit more because it's technically with more bang for your buck right
the same entry into a coin or a token but now i have the opportunity to receive let's just say
residuals or just my money back make my money back in a million different ways right from just
selling the nft outright to a potential airdrop or partner collab to a whitelist that I get from inside
so it just opens up that as a
Multi-level bet and ultimately all you're betting on is the underlying asset, right?
Which is kind of like what when the hype yo's in the hype thing. Well, what's the token the tokens hype?
Right. No one wants to dilute that everyone's just betting on the underlying asset quote-unquote the chain or the whatever it's pegged to so
Yeah, I mean just imagine if these people swept pudgy penguins like five or six months ago
They had like a hundred of them
Oh, it was like Spencer's fun is definitely being used as a case study for this shit, right as in like hey
this guy bought a bunch of fucking
Penguins right and people like penguins. Yeah, okay. Just remove the fact that it's a penguin and just think of it as a and a digital token
Whatever right and then this digital token enabled him for a co coin allocation when they went public and he got these all when the FTX collapsed
So it's just stuff like that that I mean
If you're presenting this to a fund right if you're the fund manager
I mean you're gonna obscure things that really don't make any difference, right?
But ultimately are very, quote-unquote, normie, like, friendly, right?
So they just understand math and numbers rather than,
oh, well, these are Penguin JPEGs,
but this one's a little bit more rare because he has a gold hat than that one,
so we'll get more money than that.
And then they're like, okay cool
Yeah, whatever dude. So
I mean you think about the airdrops to
Like you say that they bought that's that's what I'm saying. They use that as the airdrop, right?
You're like look the the price can increase from the asset
We get if the team continues to grow and collab then we can still get an allocation for other projects and then when the team gets allocations and grows they give it right back to you as a shareholder so it's like it's very
enticing yeah and then on top of these treasuries popping up the first one is this game squared
i think there's gonna be some bigger ones we also have a bitwise as uh created a Bitwise blue chip NFT index that holds millions of big and little
pudgies. As NFT for surge, this fund must rebalance to match the value flow. And so that
means forced buying. That means supply shock penguins are becoming institutional grade NFTs.
So you're starting to get these indexes of NF nfts in kind of these uh in these uh in these uh blue
chip nft index funds so and then i also heard that uh my hand is it there a penguin etf like
a custom pingu and penguin etf that's supposed to go live and like yeah bitwise is going to do one
so that's what i'm that's what i'm hearing maybe that's what was some of the sweeping was doing and i and i wouldn't be surprised if van neck starts to put a position
into if this becomes popular i mean van neck has penguins everything has penguins had penguins at
the nasdaq bell offering and so like don't be surprised if this idea of nft treasuries or just
allocation to this asset class grows,
Vanek's going to get involved.
Yeah, there has been some DCMAs that have non-disclosure,
whatever those are called, have been signed so people can't talk about this.
But Spencer over the weekend say institutions are coming for your moonbirds.
I just got off the phone.
And I heard Mike Dudas hint at this.
He can't say much. And then he has his profile picture changed to a moon bird.
So I'm thinking that it might be the bit wise announcement of crazy fucking call, bro, that I didn't take.
What moon birds?
Yeah, we literally talked about it.
Remember, you're like, what are you looking at?
That show is that point seven, bro.
Well, that was the last call I had in the group chat in the tda group chat i was like it was the
day that he acquired him and i was like this is a buy at 0.4 eth and i left i left a group chat i
was like this i'm gonna leave you with this and obviously we've had the thesis of like that's
gonna happen he has some of the biggest connections in the fucking space is probably one of the top
entity founders as soon as he took over Moonbirds.
But, I mean, Mythics, we've talked about that.
He loves that.
And I just kind of said, since the very beginning,
I feel like this is kind of,
we're going to have a pattern match of Pudgy Penguins.
This is going to be maybe not Pudgy Penguins,
but it's going to be very similar.
They have three collections already diluted.
You have the Oddities, which are like rogs.
You have Mythics, which are little Pudgies, and then you have moonbirds or pudgy penguins. And so it might not get up to the levels, but this is very similar to when Luca took over pudgy penguins in the late
days. And just being here and understanding who Spencer was, you didn't have to understand.
You just did, you knew where he was from and why a lot of these projects went up in prices
because of him. And so now he's involved. I i mean we've shown you in the past two weeks the wallets the average wallet
that holds a moonbird has over 200 to 300 000 in their wallet so what makes price move it's
whales and there's lots of whales and lots of asia influence inside the moonbirds and it's no surprise
that these went up to 1.8 over the weekend could have got this two weeks ago at a
thousand dollars and now they're worth six thousand dollars so yeah eat running also made all this
shit kind of uh start cooking in that sense too right so that's one of those things you got to
consider yeah the underlying asset this is what we're talking about this is what you're betting
on right is the underlying asset i mean even if you bought something and sold it for
the exact same price you're up in usd value right and so i mean if you're using this to pay bills
if you're using this as actual acquiring usd to survive i mean that's all you care about what up
sam and then we'll go into a couple more things what up chief what up x um tds dayport right it's
not just a saying it's a lifestyle that's
the way i see it but um just coming up it's been a while since i you know came up here and said
something um good call on the what's it say the bow dogs the doggers or whatever chief and um
also to go bangers whatever you call them good call on on that. X, I got my letter, man.
I spoke this shit into existence.
So, I'm about
to become full-time
D-Jenner
because they're going to pay me to retire
early and
I'm going for it. I'm going to retire next year anyway.
But also, I wanted to
say, hold on, give me one second.
I don't know how to post stuff up here, but I did screenshot it.
Give me one second.
Where is it?
It's the arrow on the right-hand side, Sam, the little, like, up arrow with the line underneath.
Okay, okay.
When that pops up, when that pops up, click the very, very top. It doesn't even look like it's an actual button, but it is. Okay. Okay. When that pops up, when that pops up, click the very, very top.
It doesn't even look like it's an actual button, but it is.
Okay.
Well, I posted it in the foundry about the Toro, about doing the trading on Toro's.
What is it?
Avalanche.
Hold on one second.
I'm sorry.
I'm Gen X, x guys give me a break
no big deal um okay yeah it's this um yes toro's finance where you can um option trade
using a on arbitron on the arbitron next network i don't know if you guys talked about that yet
but um i going to be looking
into that. Like I said, I'm going to have more time. I'm taking this real serious. I
got more time to go in and I'm enjoying this ride with you guys. Like I said, I put in
my years. I'm about to make your move, X. Let's go, baby. Congratulations for retiring
from UPS. You got a pension. You got all this and it's a great time to do it. We're So I'm chilling. So this is the time to lock in. You've been waiting for this moment since 2022. If you're not here every day, if you're not consuming as much information as possible to make your decisions, you're not trying hard enough. So shout out to Sam. You worked hard. You did it. Hopefully everything's good with your family. And let's make that money, my guy. So appreciate you. If you have anything that you want me to talk about, brother, just send it to my DMs. I can pin it up top whenever you want.
out brother just send it to my dms i can pin it up top whenever you want for sure yes sir so chief
For sure.
you want to get into i guess the fbi drops investigation the kraken exchange founder
uh that's bro motherfuckers even the fbi hates runes that's crazy work bro crazy work they
started promoting runes a little too much and then the feds started kicking their door down and seeing what's up so
it's it's drops not in investigates drops a investigation into drops investigation into crypto as that they were being under under investigation and they dropped the charges
and they're not investigating anymore i don't know i think I mean I don't know if I'm reading it right I
don't know now you got me questioning my English skills cuz this is drops
investigation into cracking crypto I mean like it the investigation is dropped
as an investigating like it's like all these exchanges were as with had Wells
notices remember when they're you right i don't know bro maybe it was
one of those things i read when i don't know no i'm just saying like remember all the wells notices
and the biggest foot on kraken is they gave up all the data and all the devices of kyc customers
and everybody's like move the coinbase they stood tall they didn't give your investigate they didn't
give your devices and i i think it's drops because I saw that the FBI actually gave back all the devices they seized back to Kraken over the weekend.
So I think it's drops as.
Oh, there we go.
So see, look, we're breaking the news some way.
It doesn't matter.
English is hard.
It's my third language.
You just misconstrued fucking fake news that these people are going to get investigated.
They hate rooms.
Yeah, yeah, yeah.
My bad.
It's my third language, bro.
You know what I'm saying? I guess I got like that you know english yeah yeah i i saw jesse
powell i'm like is this like i for a second i was like did is this jesse pollock a base like did
you see he have long hair but yeah there's apparently there's another jesse and he's the
founder of cracking his long hair and uh yeah over the weekend the fbi gave back all the seized devices with all the customers' data on it.
And now they dropped investigation into Kraken, which is bullish for just America trying to lead the way.
Bro, that sentence.
It's not just me, bro.
When you say you drop an investigation into someone, if I drop into you or drop into your house, I'm pulling up.
I'm not dropping, like, from pulling into your house.
I'm pulling up. I did the same thing. There thing there was an article yesterday i mean these guys are click
bear they want you to look at it like drops oh what's going on there was william william henry
and his and his cousin died at age 20 i'm like prince henry died because they said william henry
and cousin and his cousin died at age 20 i I'm like, dude, the prince died.
But it was really just his cousin died.
So this is how these fucking articles do.
They clickbait your ass.
They make you think that something's going on.
So they get more engagement, more impressions, bro.
So you fell for it.
But I think I put the dots together when I saw them give back the seized devices earlier this week.
Kind of made me think, okay, that's the end of that.
This is English.
I don't understand that. I was was like why did they randomly get investigated
whatever my joke was still good my joke's still good still hey hey runes still suck
just kidding no no i'm just kidding i started already accumulating boy magic internet money
is up and going crazy boy dude i saw minerals to $600. Those were like a $40 mint just like a month ago, dude.
Yeah.
Those were nice.
And then the burbs too, bro.
The burbs, it managed to actually hit.
I think the burbs are at $250.
Those little BRC20 little birds, I guess.
I don't know what the fuck to call them.
I thought they got funded out, bro.
I thought they were like, people were calling it a scam and shit
I mean BRC 2.0 is hot right now
That's the thing
You got a lot of mints popping up
I think you got the geckos
That's a new one that's coming out
That people have been twerking for on the timeline
You have just this kind of idea of fungibles
And then you see
You click the actual ordinals page
You see green
So it's kind of snowballing effect, you know?
But yeah, the burbs are even up to about 250 bucks.
So like a clean 3X if you mint it.
So GG's.
Go ahead, Lord.
What's good, brother?
How we doing?
I mean, I think Pups wants to get listed on Kraken.
So you don't need to go under investigation to pump your bags, right?
Yeah, I agree.
We don't want to.
It's just going to happen.
They're just going to list a bunch of runes
right and then it's not gonna matter but yeah peter like changed his uh pfp to a little pups
puppet that kuya mark made shout out to kuya uh so yeah i'm pretty sure they're fine fbi is not
coming for your bags everybody calm down it's gonna be okay he put the puppet on and then they
drop the investigation is what happened so when pups gets added to crack and you can just market
sell it right i mean you could just yeah or just buy it on solana i keep telling people like
this is a big deal because like okay like like just bitcoin memes including ordi including
whatever the fuck happens on alkanes including whatever happens anywhere once they get on tier
one exchanges nobody gives a fuck about what the meta protocol is they can just buy and sell there
you know what i mean so like yeah
it'll be there just be easier like it's exactly what dog is doing on there right now like crazy
volume over there so i don't know man it's like like i heard that uh kraken back in the day was
like one of the if not the first exchange to list a bunch of og memes and it's kind of like the start
of them hitting other exchanges right so i think that's like obviously where we're going with uh bitcoin memes not necessarily just runes i think already is fucking hella bullish probably
gonna run like crazy this cycle i think uh there'll be some crazy alchemy runs i know like
oil wallet um they're gonna be doing like a diesel fucking snapshot drop for xp hold or people
on the xp leaderboard in oil wallet and they uh released like an AMM kind of it's like on main net and they're
testing it.
I guess you could like swap on already scan and you could swap some
fucking shit like fartane to diesel,
blah,
blah,
blah,
blah,
blah.
So I don't know.
There's a bunch of cool shit happening in Bitcoin memes type shit.
And like tier one exchanges is obviously the goal.
Like we want these things fucking everywhere.
So yeah,
it's good to see them drop the fucking investigation. and obviously they're going all in on runes right
now uh but i i don't know if ori's on there but if it's not i'm sure it will be it's already on
binance and all that other shit right so yeah a good day for bitcoin memes uh good day for
fucking ordinals like the brc20 thing i think it's like early birds were just gonna send because
they were first i see like brC 2.0 punks now.
Like they're probably just going to do a bunch of those.
It's probably going to be a little meta that's not going to cook very hard now because they already had their like main ones.
But yeah, I think the punks minted out last night.
Yeah, they did that.
It's the same shit.
Punk derivative, BRC20 narrative, you know?
Yeah, they're just going to keep running those.
Right.
I'm pretty sure.
But I don't know. We'll see how the fuck it goes goes it's just like a new meta type shit i don't really
know and of course everybody's gonna say it's a scam bro everybody's everybody calls everything
a scam except for their own scams this shit's all a scam i'm not gonna lie bro like if you want a
white knight through the rest of the bull run have fun with that um i don't really care if i can mint
and flip something i'm gonna do it
uh because like you don't really get those opportunities irl fucking ever unless you're
going to fucking garage sales and being gary you have like the purist on bitcoin that's always
been the issue all these people like oh it's this that and there's always always fud on ordinals
that's what drove a lot of people out yeah so just there's always going to be people fudding
shit no matter what those are entry those are ways to entry if it comes back like you just started adderalls was
flooded in the beginning the birds were funded at the beginning they were at 40 bucks and now
they're up to 200 to 500 so yes no that's gonna be initial with all this fascinating behavior and
then like everybody fighting runes as it's so funny did you go into like a leap space and they
start talking about runes and all everybody does is on them and then we're getting listed on kraken but nobody mentions that you
know what i mean so it's like i'm i'm because it's trendy because no one does any research
they don't know so it's just that's what everybody does in the space when they don't know something
they just fun it because that is easy for you just to dismiss it then actually do research and
actually have a like like, uh,
like up the current take on it.
That's true. And so when people just,
you know what I'm saying?
Like,
it's hard for you.
The only way that you could have a good take on runes is if you actually did
the research and you're paying attention to,
if you just go with the trend and go with the market,
you're just going to fund it.
Cause then you can dismiss it and move on to the next topic.
So that's real.
It's like,
look at the volume on magic Eden on the runes,
right?
Like their volume is up tremendous. And like, I think a lot of that probably does have to do with like oh fuck like
these things are getting listed on a tier one exchange dog is already on there and they're
doing more it's not just like a one-off um and you know ordi sending kaleo or whatever is like
a fucking ordi maxi right now right so yeah man it's just another ecosystem bro and like people
have asked me like
oh why wouldn't you just like go trade where there's volume and blah blah blah and it's like
i mean i do okay like there's other ecosystems and i'm not unaware of that but runes and like
bitcoin memes in general is a different kind of trade where you're kind of like betting against
consensus right now like everybody's fucking like oh this isn't gonna work blah blah blah
so that's your time to buy i think a lot of bitcoin memes bottomed out over the last like
honestly the last fucking like six months there was like a long accumulation period on a lot of
these runes uh specifically if we're just talking about that where you could see gizmo up 147 percent
right now fucking pups is up 74 percent like billy is up 43 it's just all of these things are people are
kind of being like oh fuck like these aren't gonna die right and if a meme coin doesn't die
and we go into a silly season we're good i think that's all that we need right is like we need a
crazy alt season and then a lot of these coins go higher runes are just an easy bet for a long-term
hold because like if you buy the top ones you're probably good if you buy the active
low caps you're probably also good right like it's it's just kind of like super easy of a trade
it's just different style trading right it's one of those things that we talked about and
it's that i personally love i mean you're playing chess bro you you go and you get hey you got a
week you've had months you've had whatever you, you shit, almost a year, right?
To make your moves, position your board,
be ready for the market to then either catch up
to your thesis and then you move with it.
And that's how it's always been.
It's been slower.
If you wanna see your money instantly
in front of your face, do X, Y, Z,
you're kind of cooked, right?
There's no means for that.
There's not even info for that to really do it.
Has it happened before? Yeah. Early, early days when there were different kind of, I would
say, disadvantages or advantages to being that early. But now, I mean, it's still more and more
like chess and checkers. And like Arv said, you can go trade anywhere else. Go to Solana if you
want instant moves. If you think you have a thesis, a plan, if you understand the ecosystem, if you have spare capital, let's just be honest.
A lot of this comes down to having the money to park somewhere.
If you have that privilege, then there's plenty of opportunity over there.
But it's a privilege, right?
Because there's opportunity costs plus whatever money you're parking.
That has to then be subject to, one, the market, and then two, just volatility
of the ecosystem. So it comes down to having some bread, but if you have bread, you shouldn't ignore
an ecosystem because you don't know how to do it. I mean, it's literally just bread.
It's mispriced attention because there's very low liquidity over there. And just say
half of the attention comes back to the ecosystem with a low liquidity, then that's a lot of volume
and the floors are so thin.
So just say there's $50,000 traded a day on pups. Just say that attention, half the attention that
we had comes back. Now you have a million to $2 million value. Now the floors are up crazy because
there was nothing, there's no resistance holding it back. And I think that was kind of the main
thesis why I thought ordinals would do well
is because, and maybe in runes, is because it's a lot more expensive and there's a lot less to
choose of. So the liquidity gets spread into, curated into like five or six collections and
then spread out into like a thousand meme coins or a thousand NFTs on Ethereum. So when people do
come over, they have to look at like five collections on Bitcoin ordinals and then the
money flows into those five collections. When you go look at ETH, there at like five collections on bitcoin ordinals and then the money flows into
those five collections when you go look at eth there's like 25 collections and so the liquidity
gets spread out and i think that's ultimately the use case is like when people do come back
there's only a few to choose from and that that funnel of money will push up all these collections
all these runes with just a little attention i'm not saying that we go back to ordinals
fucking 2023 or go to runes before the happening,
but just like a 25 to 30% more attention and more liquidity on there.
It's going to skyrocket those things because it's such low liquidity.
So, yeah, you don't need much to send these things.
And that's what people forget.
And it's like, as long as you believe it's not going to die, like you're good.
It's going to be higher, bro.
You put, you put 24 K into pups right now.
It's up 49
24 000 you know what i'm saying it's not it's not a bet that like this is gonna moon and i'm gonna
get 100x tomorrow this is a fucking fresh shitter it's like there's not that much liquidity that
needs to get funneled into the ecosystem in order for this to go higher and i think we all are here
because we're here for that weird three-month
period of absolute insanity that we've seen multiple times it's just like we're not quite
there yet in btc eco so exactly you're just like playing chess brother it's not that deep type at
all really x do you have that post that you did about um or the one that you had in terms of nft
volume like the comparison of billions versus uh the million that we saw
yeah that was last night basically in the peak of nfts in august of 2021 we had 3.3.2 billion
dollars the total traded in a t volume which is absolute that's peak that's like the candle of
all candles that was from august 22nd to August 29th of 2021.
Everybody's freaking out about fucking NFT volume last week.
And we only had $148 million of volume.
It's like, we're not ever going to get back to just 2021,
but I could see us maybe doing one third of that or maybe one fourth of that.
Maybe we can get to 500 million or $600 million of NFT
trading value. If we break a billion, I would say maybe we might be fucking approaching this
craziness. But typically, these NFTs run in August. And I do see a lot of just similarities
of what's going on in DeFi summer 2021 and what's going to happen in August of 2025 is very similar
to what happened in August 21. I'm not saying we're going to happen in August of 2025 is very similar to what happened August 21.
I'm not saying we're going to 3 billion traded volume, but I definitely see an NFT season brewing
here with Ethereum possibly breaking all-time highs. We're going to have an OpenSea update,
probably an airdrop. And just a lot of big things are happening with NFT ETFs and NFT
corporate treasuries that make me think that once we break all-time on ETH, you're going to start
seeing silly season in all these JPEGs. So I would get positioned now before it happens. Cause there's
going to be a lot of big news in these memes too, right now on Bitcoin is this is a lot of
positioning. Like I've seen a fuckload of whales. Like there was like a fucking fart coin whale
got like $1.6 million worth of fart coin. He's like stacking up different runes. I saw him like
ape and pups was like, who the fuck is this guy? But that's the move, right? Like you just get them now and
then wait and sell. I like that strategy. And then I also like degening on dumb ass bullshit, bro.
But you know, I, I'm ultimately also excited for the longterm as far as NFTs on Bitcoin. Like
obviously a lot of the hype is going to be on coins and memes. And that's just kind of the way
of CX right now. Like we want those fucking massive returns on meme coins i get it but like also art
on bitcoin is one of the most justified things in the in that eco so i i've bet a few artists
i've collected especially if we talk about treasuries right if we have to go down this
route of treasuries i mean just one f Fidenza selling for more than a quarter fucking million dollars is a lot more attractive than, you know, even one Red Eye sale.
Right. No disrespect or anything like that.
But to them as a it makes sense.
Yeah. Right. I guess I guess Red Eye is not a good comparison because that's too much on the let's just say like a node monkey or something that's more of a generative collection, right?
Less one of one.
I think that that's a better comparison, right?
Because then if you go, they're like, if you talk to a fund, you're like, this is actually art, right?
Because then you're not, you're selling to different people.
You can sell to an art collector.
You can sell to a museum.
You can lease it out.
You can exhibit it.
There's millions of ways to get
your return back rather than having to just flip the right oh it's a good investment because we'll
be able to sell this generative uh xyz later whatever it may be right so it's just that i
think that one-on-ones and actual art are are going to be the focus when you come down to these
treasury companies yeah like bitcoin art society i don't know if you've seen like bitcoin art society and elmo's doing a lot surge is also doing a fuckload
of just accumulating like the fucking pennies and all kinds of other shit right um so there's
already like a couple groups that are actually just scooping up like high quality ordinals right
that are on bitcoin so that just makes the most sense like why wouldn't there be like a strategic
ordinals reserve across a lot of different fucking companies are like oh this is bullish
and just like controlling supply and also grabbing some of the grails while you know nobody's really
paying attention or everybody thinks ordinals are dead and there's hype on eth pengu is absolutely
mogging bro so like there's all kinds of other things to look at that are like sending ordinals really haven't had that moment bro like they did like they've had multiple seasons
but like i don't think we've had a zero to one moment in a fucking true bull run yet so yeah
it's it's a very good place to look for things for not the long term i'm gonna be real i don't
think we have long term anymore i think we have like i don't know bro i think we're gonna have a
three month silly season at some point soon and i think like we're seeing accumulation right now like
we're seeing people no one even knows ordinals exist bro all the retail that came here missed
the whole ordinals thing so when the tension does drive there when everything kind of goes
parabolic on east there will be a rotation to something that no one knows about and that's the
edge that you have i think we don't have. Like when you look at the people surrounding us, there is no edge in ordinals,
but retail people that left the past two years know nothing about ordinals. And then that that's
kind of who you sell to is that dumb money when the attention rotates. And when I say
in a T season, it's going to be August. That means you sell in August. You're not going to get
attached to these entities like you did last cycle, guys. Typically, we have NFT season right when ETH breaks all-time high.
And like you saw that, we topped in November of 2021.
And then we had volume come back in December.
And then we went all the way up until possibly other side.
So there will be an NFT season after the bull run.
Typically, NFT cycle comes when everybody's making profit
and made their money in the bull market and they want to flex.
So there will be another NFT cycle.
But you want to sell these JPEGs as soon as Ethereum starts breaking all-time highs.
You don't want to hold this for the next six months.
You want to buy these NFTs today and you want to sell them no later than fucking September.
So let's not get attached to these fucking things.
These are fucking vehicles of making money and double leverage Ethereum. you don't want to like don't get attached this time
is what i'm trying to tell you i think the reality is too look if you sell that shit
you might have some people hate you for a week fuck them bro after a week after a week ain't no
one even gonna give two shits about you. No disrespect, no nothing like that, but no one's going to sit here and be like,
yo, it's been a week.
I hope fucking Lord Arf is regretting selling right now.
I hope he's doing down bad.
Like, let's just be real, bro.
You might get a little slack.
You might get some hate.
Some people might look at you funny for a week,
maybe two weeks at that.
So what?
After that, no one gives two fucks, bro.
They're going to ask you,
yo, what'd you do with
your bread that's like one of the most important things to know right now i'm not gonna lie like
not enough people are talking yeah what'd you do with your bread you know like if you're a real
homie yeah i'm pissed after a week i'm gonna be like oh but okay cool now that now that it's over
you're out cool hey look they're ripping but anyway like what'd you need the money for or like
what are you doing oh i got into this you know what i'm saying like no one gives a fuck like let's just be honest it sucks but it's two weeks bro
or a week well nobody can't people care of the people bag holding right and it's like okay well
you hold that bag i'm not gonna hold that back to be honest if you're mad about it i don't want you
around me anyway bro like that's that's what everybody's attitude should be i got a buddy who
was like man i gotta split up my fucking blah blah. So like people don't know that I'm like cheating when it fucking pumps.
And I'm like, brother, fuck those people.
Are you shitting me?
Like we've been here for so fucking long doing shit, accumulating different things.
You don't know that I'm like selling one and keeping another or whatever.
And it doesn't matter.
Chief is right.
Fuck these motherfuckers, bro.
Like, are you here to hold this shit for the rest of your life?
Probably fucking not. Are we going to go up only forever absolutely not and like are any of these
people really in your life or do they matter no they just are mad that you're selling because
they think we're going to infinity fuck them guys bro fuck them kids your your goal this cycle is
to sell as close as the top yes you're gonna fomo and you're never gonna sell the top but you want
to sell into you listing it and them buying it you do not want to sell into a weath offer because the price
is going down that and on top of that too you like it that much buy it again there you go buy it
cheaper you know i'm saying buy it cheaper during yeah buy it again there that's the reality bro
that's where you really figure out how much motherfuckers were attached to some you could
have been although i love this community if you sold the top you ain't going back into that trade there's no way in hell you're going back into
a trade that you won and the price went down you're not going to be like well i'm going to
double dip and potentially lose again this trade that i've won for the last four months of
accumulation you crazy bro i don't like it that much that's when you realize that you don't like
it that much because you're not going to buy it again yeah if they're mad if you're talking about selling they
don't like you they don't want you to win they want you to hold until it goes higher and then
they're going to sell on you and then your favorite little community is just you with a
bunch of other bag holders and then new buyers who are like all right we're running it back
yo welcome to so fun welcome to soan for everybody that's stuck here.
I feel like it's like the Bikini Bottom Village, you know, where the fucking bus comes in.
And they leave and you're like, what?
And he's like, yo, he said Aura Farm Max 1000 Skibbity Riz.
And I'm like, when's the bus coming, bro?
I need to get the fuck and where's the bridge?
You know, so shout out to SoFan. let's go over to the stuff that we have pinned i think you got something
from rak toshi and then you just pinned up something that was clipped so let me go back
um polymarket we've kind of they're coming home they just acquired qcx is a ct cftc regulated
exchange and clearinghouse for 112 million this has been uh basically vpn proofed kalish which is their
competitor which is going to ipo they're ctfc regulated so they're getting in line of possibly
doing an ipo i think polymarket maybe is a little more crypto native which would put them in line
of doing some kind of token offering here which that's kind of the speculation that there's gonna
be a polymarket airdrop and you guys need to be using this as a way to just put some trades and volume on here.
And I've, you know, giving you the playbook of opening two accounts, hedging your bets.
I do think it now with them coming back to America, this opens the lane of an IPO or an ICO,
which would be a crypto offering, which I think would be more beneficial.
So I think that time is running out.
If you're not using Polymarket, put some bets.
But like, is Bitcoin going to hit fucking $2 million by the end of fucking July?
Say fucking no.
Like, just fucking put some trades on there.
Get some activity on there.
This will be one of the biggest airdrops because it's one of the most used products, which is on Polygon.
And guess what?
Courtyard is also on Polygon, one of the most traded NFTs by volume on OpenSea every fucking day.
They are coming to your goddamn pocket now, which is a big, big, big, big improvement.
You don't have to be in your desktop to rip packs anymore.
You can download their app in the App Store and iOS on July 28th, and you can start ripping packs mobily, which is a fucking great way to get more and more people into this
um they're offering points too every time i was opening packs on sunday open a 25 pack you get
30 points open a hundred dollar pack you get 110 points kind of seems like they're giving you extra
five points for every pack if a point's a dollar you're going to make your money back on all these
rips that they do do an airdrop so these are two of the biggest used apps all in crypto.
And when we talk about this revenue generation meta, these are going to be some of the biggest tokens in the space.
And these are kind of the airdrops you want to get into.
So there you want to go.
Get on there.
Fucking rip some packs.
It's fun.
Maybe you'll get a fucking rare card like me.
But, you know, you are gaining points.
And if they do a token offering
they're probably going to use these points as some way of issuing their tokens so go chief i
know you have rock toshi up here and then you have the rumor of possibly uh luka nets acquiring
openc which i i don't know if it's true or not but go ahead brother yeah now those it's that uh you
you read them uh rock toshi just put notifications on he said that he was looking for an artist and has got
plenty of replies i mean this is kind of let's just say the og right i mean there's people that
were here early on we were here early on couple months in month in spreadsheet days whatever you
may call it and then there were people when there were five right and then there were 10 and and
that's when he was around one of those
that was inscribing to even keep Casey kind of motivated and seeing things come in the mempool
and just been there pioneering since early days right he's the founder of node monkeys and a
couple other collections under his belt but anyway just really helped kick off, I would say, this run on the ordinal side the first time.
You had Node Monkeys, and then right after that, you had Puppets.
And then there was like that FOMO of if you didn't get into Node Monkeys, you got into Puppets, and you had fun.
And the whole space was buzzing.
Even from the auction platform and the controversy that the change of price came from and all of that, right, was that attention.
Anyway, notifications on, no information, anything like that.
He doesn't really tweet much, so it's not like he's going to bother you having noties on.
And if he does tweet, you do want to be there relatively early.
He is a OG in the sense of inscribe first, sell second.
Meaning that the mempool is alpha in the same way that we found node monkeys early months before anybody even announced node monkeys.
That's how you're going to find this next collection.
I guarantee that.
He does not pre-do any of any of this oh let me take your
money he doesn't need your money right i mean let's be honest he doesn't need your money to
inscribe he doesn't need your money for any of that he's going to take your money because he's
selling you a product but at the end of the day uh he doesn't necessarily need your money right so
check out the mempool that is the alpha it always been the alpha and if he's cooking something up
with anyone uh it'll be there and you'll probably see it in the middle of the night or something like that right so
i think the trade is that he's not he doesn't have good grace with a lot of people in the space
um a lot of people call him a scammer obviously casey and then they always had the acquisition
so you're gonna have a whole group of people that faded it just like they faded no monkeys
saying oh it's supposed to be free and now it's a free man and then you had the whole space
capitulate when the volume went up and that's where you got a $1,200 mint go all
the way to 60,000 and this guy like as a fucking a group of fucking people that just sweep or he
sweeps so he's if you're talking about pumping collections you don't want to bet against fucking
Rak Toshi that he's going to pump his collection so you're going to have people fade this but then
you're going to have Rak Toshi fucking, like, has like
a chip on his shoulder and he's going to fucking use his own
funds to sweep this or get his friends to
and it's going to be an absolute fucking cook regardless.
So, fade it if you want, but I do
think it'll be money-making opportunity, bro.
You gotta, you gotta like, kind of
fade the timeline
on some of this stuff and Rak Toshi's
one of the biggest market makers in Ordinal's
Might not even know it's him, bro. On. You might not we might not we might know no afterwards
Yeah, you'll know afterwards kind of thing because that's another thing too
I mean if you only think he has node monkeys then you are sadly mistaken
Because there are multiple collections by him that you know is an a non
I mean the rocks are by him, right? he was one of the original distributor of those so
uh last another pin that i have up top is just that speckey i mean keeping the speculation trend
going um apparently in an interview with luca razmir and him were talking and he admits to
a major acquisition that occurred in december and they can't talk about it until it actually comes time, right? So
major acquisition for a crypto-native platform, people are suspecting. OpenSea, I mean, if we're
going to put the tinfoil hat on and you kind of just want to look at it that way, you had Moonbirds,
right? Ultimately, this is, I'd say, Pudgy Penguin ecosystem adjacent,
just due to Spencer's involvement, OCAP Games, all that kind of stuff, right?
But if it were I, as an operator, I'd ultimately start moving all my pieces in alignment at once.
And then, eventually, I would come as the final, you know, the big move. So you had Moonbirds officially announced, I guess as a fuck you to Magic Eden.
I mean, I don't know what it means, but they just said that they're officially partnered with OpenSea going forward.
I think that that's also adding to some kind of price speculation of potential OpenSea airdrop to moonbirds or something like that
but i mean technically i don't know if they're removing the ability to buy a moonbird on magic
eden or what that means right but you had an announcement just come from them saying that
they're officially now partnered with um open sea right did this whole on the boat all that xyz
and so if luca did acquire it i mean this is the next let's just
say adjacent right you had abstract get added onto open sea with incentives for people to actually
farm and participate in abstract as a chain and what about the nft nyc fucking event that was
yeah that's what i was gonna say and receive abstract xp and the the boxes that were extra for the nft nyc event too
so a lot of cross contamination i mean cross collaboration with everything around pudgy penguin
you know and things that connect to it and yet just haven't had officially pudgy penguins
themselves say that they're integrated with it right i mean it probably would be the first time we see this
uh i would say a marketplace with an official like collection right there's something of this
magnitude i mean you have tensor with the tensorians and if you want to look at comps but i think
that would be the closest thing to it but none of those were anything more right it's just this is
the marketplace's nft well moonbirds are a whole
company in itself pudgy penguins are a whole company in itself abstract is a whole company
in itself now just grabbing almost a powerhouse marketplace which is something abstract doesn't
have either if you guys think back about it right you got drip trade um on hyper liquid
you got magic even facilitating most of the ordinal transactions
on that side, right, but Abstract doesn't have a launchpad or a marketplace, they have a place to
showcase what they have, but they don't have a place to launch through, not a proprietary one,
right, so just to keep the speculation going, I mean, I could probably see that happening too,
and if so, Moonbirds are extremely underpriced.
And everything in that eco is about to fucking go berserk.
I think fucking if that's the case, pudgy penguins are underpriced.
Because people are buying them right now with the expectation of an abstract airdrop.
If you add that they're going to also get an open sea airdrop.
These things are going up another $50,000.
Yeah, that's on everything, bro.
It's going to be pudgies. It's going to be little little pudgies It'll be oddities. It'll be mythics. It'll be all yeah
Wasn't there a rock on the on the ship from fucking last December at the front of a ship that was posted on like a fucking open
Sea poster was like one of them rods and fishing rods on the front of it
you post there was like one of them rods and fishing rods on the uh front of it so yeah that
was a long time ago which is well my pieces for the rods bro is that the rods only use case
currently right is um license out your your pudgy you need to have a rod in order to do so
um but there's never right been any kind of announcement about what they can do potentially afterwards. There's
never been, hey, we're going to use it in the game. You need it to do XYZ. There's always speculation
on that end, but in terms of official, this is what it is from the team. It's just, it's a licensing
vehicle, right? They did get a Pengu airdrop, a nicely sized one. It was rarity based. If you had a rare rod, you got a bigger bag.
So it's not like they're completely forgotten, but it's the bastard stepchild, right?
Luca has been caught or has confirmed multiple times that he's aware that they exist, that
he wants to create something for him.
No one knows what it is or what it could potentially be, right?
But more or less, like like we at least know that
he knows uh that the rods are part of the ecosystem in that sense right so i mean i'm not sure what
it'll be i don't really know what they can be besides more than just a speculation vehicle so
far um but yeah that was kind of my rod thesis and then ultimately you have littles are your
easiest exposure plus they have the uh season of the Vibe cards came out.
A lot of people are submitting their littles for monetization and all that kind of stuff and to get licensed out.
So, that's bringing a lot of fuel and price action to the littles.
I just think it's too good to be true, the fact that they acquired OpenSea, to be completely honest.
But if you were going to have ROGs, what a perfect ip for like an open sea right like fishing rods using the open
sea to catch whatever so it's like the rogs would be a perfect ip for like an airdrop vessel for an
open sea airdrop in my opinion so i mean it just feels like too good to be true bro like i feel
like that news cycle though right like he said that last year. He was like, I want to buy OpenSea this cycle.
I don't know, man.
I'm in the camp of I think he's just buying this bitch out, bro.
I really do think he is.
Well, do you think the possibility of everybody leaving Magic Eden
that that could have been the buyout?
Who knows?
You know what I mean?
But it is interesting.
Or that was just...
And then Luca just said,
yo, you guys can come work for me at OpenSea once we're ready.
I think Magic Eden might be the play.
Because there's been a lot of people leaving Magic Eden.
It seems like there's a change.
Yeah, the change was their token unlock, fam.
I don't know, dude.
That one-year vesting period just came to maturity, homie.
And then they're like sir
would you like to re-lock it up and continue and you're like nah i don't know do you think
there's like a dcma like there's a non-disclosure agreement with people with open c and that's why
non-compete yeah typically there is uh i mean it's anywhere they range right anywhere from six
months to i've seen as long as two years just really depending on what
you did at that the job right i mean if you're just janitor or some like regular they're like
okay no one cares but if you held some type of c like sweet roll yeah they don't you can't just go
to the competitor like that you think you just imagine luca controlled of the two biggest airdrops
in the space the abstract airdrop and the open sea airdrop bro that is fucking insane dude that is absolutely insane like he
loves to give out like 50 50 of the supply to all these motherfuckers so yeah man that'd be nuts i
think the other one that a lot of people are like please do an airdrop open sea has been like the
one that everybody's been fighting but it's fucking fucking MetaMask, dude. And MetaMask just yesterday launched like MetaMask missions are launching.
Weekly MetaMask missions are launching now.
Your first mission, should you choose to accept it, mint a mission pass and receive your first entry.
The possible rewards, tokens.
I mean, I think there is some swapping that you do in here this is your first
of many metamask missions that will have a verity of ways to receive entries each week learn more
get your first entry if you go to the the portfolio thing there's some rewards of a
crypto for doing some of these missions um let me go here. Accept selected. I'm just trying to read
it for you off the main page. Complete MetaMask missions for a chance to win weekly prizes.
Collect to mint. Mission one. Compete the missions, earn entries into week one prize pool. Competing
all the missions, activate a 2x multiplier reward for your double the entries. Read the official rules. This week's prize is 500 worth of Ando,
500 worth of AUSDC.
Collect a mint, open to play.
Opt in and minting your pass.
Participate.
You'll earn one entry for each week just by opting in.
They have like a progress bar here.
They have Alinea network mission,
Ando missions on Ethereum and Ethereum network missions.
So if they, and then they,
after that they have mission two.
So if they were going to do an airdrop,
it's probably not close,
but they're starting to launch missions.
What I would imagine you participate in these collecting,
trying to do these swaps
would put you in some kind of multiplier.
If they do launch a token,
this would probably be some way
to get more of an allocation than just previous uh swapping data and like obviously they have lost all mindshare
tons of people have moved the rabbi people don't like the wallet itself so for them to kind of
start doing stuff to attract new people what's the best way to do it is you create initiatives
and uh you know we see this with all these protocols do do this, do that, come back, people start using the
app again, and then they launch the airdrop. And then people
are like, Oh, my God, I made money off MetaMask, I'm using it
forever. So this is the first I've ever seen them of doing any
kind of missions and missions typically lead to some kind of
marketing campaign that's leading to some kind of big
announcement. So we're hurt to put some funds on here, start
doing these missions. If there is a MetaMask a airdrop there will be retroactive rewards but there also benefit
new participants that come back that have converted to what to rabbi and uh you know
like some kind of loyalty score uh so that's just something that i saw yesterday and they also metamask
michael posted something about redacted the other day too i so i don't know man i've been
hoping and wishing for a metamask airdrop and it definitely looks like there is some
smoke here of something coming relatively soon if it's just a marketing campaign or if there's
actually some kind of airdrop that's going to be launched and we had heard uh rumors probably
during the beginning of the summer if there is any airdrop that's going to be launched. And we had heard rumors probably during the beginning of the summer, if there is any airdrop, which they have stated that the only
reason they haven't done it was with a Wells notice through the SEC. And now you see Poly
Market coming back to the United States. So that's kind of out of the way. And so they said if there
is any airdrop, it's going to be on the dashboard inside the portfolio manager inside Metamask is
where the airdrop will be
be able to be claimable so do you think there is something here and wouldn't hurt to start
putting this in the rotation of things to farm i'm currently farming polymarket courtyard prism
open c ethos and now i'm going to start farming metamask is kind of where it's i got like six
things in rotation right now so i just want to bring that to your guys attention bro did you see sonic fucked everybody over yeah i didn't get anything
none of my waltz were eligible bro i was like dude you had manny manny was probably one of the
earliest people to sonic he got a thousand dollars or three hundred dollars yeah i know and and that
was someone who this is when we started farming Baruchain and like the original testnet, Baruchain wasn't even live yet.
And Manny was on Sonic and they were farming over there.
I know a lot of leverage labs were doing a lot of movement and transitions over there as well.
So that's something to be weary of, right?
It's the discrepancy of on-chain activity, rewarding users, and then rewarding yappers.
People are saying that it's a lot easier to reward a yapper than it is to reward a user.
Not saying that that's what happened with Sonic, but this trend has happened over and over
with people that have had Kato leaderboards as a way of default or a backup, right?
People actually use a platform, don't get anything because there's a
different way to market now that's available. If you have Sonic, if you participated in Sonic,
I mean, I'm pretty sure you would already claimed you'd probably a power user. If you were a passive
user, you probably didn't get any coins, but the link's pinned up top if you'd like to check.
Next, I'm going to just post a massive list of just airdrops available,
right? This is on hype, right? So for anybody that's trying to position themselves for Hyper
Liquid's new airdrop season two, keep that in mind. I think that that's also a JPEG consideration
for me, something that I'm going to look at. I mean, they've been hit kind of hard
in terms of price action. I think they're sitting at roughly like 50 hype, right? And then just with
hype itself, the token hit its all time high and has been slowly retraced and consolidating. So
one hypeio right now is I think about 2,400 bucks. So not too bad, given that these were over four
to five G's about two months ago.
I do think that the Hype O's will receive the Hyper Air Drop 2 for Season 2, right? So could
be a double play, like a leverage play of receiving the Air Drop while also having a Hype O that gets
Air Drops all the time. Pinned up top, like I said, is the list for uh protocols dexes uh just different
platforms on hyperliquid that you can farm and use to just get transactions uh for season two
so got all that pinned up to the top for anyone that's interested in doing so
and then earlier today we had puff paw go live uhuffPaw went live with season two of the Gen Vapes.
Kind of interesting, right?
They went the Web3 route, right?
They issued out 10K vapes, devices, et cetera, for everyone.
And then the issue with that is they put it to a protocol vote on whether or not they should continue to expand, right?
Continue to sell more devices, all that.
Obviously, we're greedy as fuck.
And if we think that people are expanding, that's less for me.
And because you want to give more to other people.
So everyone voted against it.
No expansion.
And so they said, okay, cool.
And they just completely moved away from
quote unquote web three, right? So there's a web three aspect of the fact that you earn
a token when you vape, while you vape, while you're participating, but that's basically it,
right? You just earn a token while you vape, you can use your token to claim
more pods and that's the get paid to earn. If you held a Genesis pass,
basically all you are allowed to do or what you were allowed to do was farm vape these months
leading up to this, and then afterwards, you can burn your Genesis pass for a Genesis 2 vape,
can burn your genesis pass for a genesis 2 vape and that's it so a lot of people were upset you
saw price capitulation on the vapes themselves on the genesis 1 holders themselves because it's like
well what's the point of being a genesis holder if all i can do is redeem it for a gen 2 in this
redemption process they're moving away from web 3 as mentioned going forward you don't need a wallet
you won't need anything.
It'll be through Privy that they'll be onboarding everyone
and be able to use this app on their phone.
So just keep that in mind going forward.
And the prizes that are available on the Cater Leaderboard
are vapes in pots.
No money, not USD, right?
You can earn some of their token, which isn't live yet. So it's
still just vaporware and Chuck E. Cheese tokens until it's not. So not to disincentivize you,
anyone from participating, but to incentivize you if you want to actually do and use this stuff,
right? This is a campaign now catered towards people who actually
smoke and who will benefit from this rather than speculators looking for price go up and token go
up, right? So actually becoming a web two business with just an underlying deep end aspect to it.
So something to keep in mind, I mean, I don't see where if he sells the data to Big Tobacco or to a medical company, how that goes back to you at all as the user.
It no longer does, right?
When you remove any kind of token, when you remove any kind of just NFT aspect to bind it to wallets.
I mean, they're just, in a sense, going to use this and sell it.
And then you don't get anything, right?
You get these vape token that they created,
right? So in a sense, not good, not bad. I just see that the flywheel is now broken,
and that when they get to where they want to be, which is ultimately selling this data off,
you will not benefit from that. So something to keep in mind, you can buy the Gen 2 vapes.
It's pinned up top. It's $100, $90 plus shipping.
Go ahead, Allison.
Jim.
Hey, I just want to circle back to that MetaMask King.
I was looking into it while you guys were talking.
And if you are American, you should really read the rules for the missions um first thing is you are gonna have to
kyc so i'm not saying that anyone is doing anything uh sus but this is crypto so yeah you're gonna
have to kyc um you have to provide government issue id you have to be able to prove your identity.
And if you're in the United States and you received a promotion reward with combined value of $599 USD or more,
within the past 12 months, you're not eligible to participate.
And also, because the U.S. has their own rules for cont contests and you have to be able to get a list
of the winners so if you hold on real quick you can't win a contest twice in america in a row
uh well that's just what they're saying if you're located in it's number six in the rules
if you are located in the united states and you have received a promotion reward, reward, and then it says also S in
parentheses, plural, but the total amount of the reward, the combined value cannot be
more than 599 USD or more from consensus within the past 12 months, you're not eligible to
participate. But from a privacy standpoint, with standard like contest rules in the US, if you win,
your name can be given to people that request the list of winners.
And that presents like a whole list of a whole like slew of security issues, in my opinion.
I don't know how they're going to get around that or how they'll provide the list but it is number 11 um on the rules to receive a copy of the list of winners please submit a request using
the form here so i would just look at those rules before you just immediately jump in and participate
because it might change your mind if you want to participate or not because i know we don't like
it's full kyc allison yeah number, to be eligible to participate in the promotion,
you must be at least 18 years of age and able to prove your identity
and age using government-issued ID upon request.
So maybe just if you win, I don't know.
Where's my pump funders that I can fucking have people from another country
fucking do this or something?
Man, damn, man.
Yeah, I just wanted to point it out
because I know everyone doesn't read things,
including myself.
I don't always read.
Sometimes they'll just start doing something.
But for whatever reason,
I started looking into this,
and that's what I found.
All right, well,
maybe this isn't going to be a way to vote.
I mean, people that are not in America
are definitely going to have an edge if this is considered some multiplier for the airdrop.
So shout out to everybody that lives in UK or Canada or Vietnam.
You guys have an edge on America that don't have to have the full KYC that you'd be eligible for these token swaps.
So there's a can I say one other thing?
Sure.
I don't think it's points.
These tokens, it says in number nine what the prizes are.
So from July 21st to July 25th, week one, the prize pool will be $500 worth of AUSDC or $500 worth of Ando, determined by the number of entries.
the number of entries um the next week is 500 worth of eure or 500 of uh lido and the last week
is 500 worth of wbtc or comp and i probably should know what that is but i don't
probably some just random yeah what about minting the pass there's some like
mint the pass do you have to be kyc for minting the pass no i don't think that's all right maybe
that is where we kind of all right we tried you guys won't let us participate but you meant it
a pass that's like a token or a soulbound token or just a token that you tried and then that could
be used as some kind of multiplier.
So just trying to find ways to participate in this MetaMask stuff,
uh, as long as there's, there's a hint of a token coming.
So appreciate you reading the details.
I found it this morning, so I didn't do a deep dive.
I was trying to find as much as possible to talk about,
but Allison does all the TLDR work for me and for us.
So we don't fall victim to getting excited about something and then
ultimately failing to participate so sorry sorry no it's it's good news bro I mean I would imagine
no one's probably gonna go and do it anyways but the fact that I know this means that I don't have
to get too excited I'm gonna try to mint the past at least and then hopefully that's enough
and I you know obviously I'm a dumb ass fucking person
that continues to metamask it just is familiar to me everybody's on rabbi and i'm just at this point
where it's like i've been this far i've done it for this long if there is a token i want to use
it for those this last amount of time um just so i can gain as much of this xp or just this token
if it is ever allocated so michael's there they're talking about stuff they've even announced that they're going to do
some kind of airdrop hopefully maybe it's this year maybe it's next year maybe it's two years
from now but i would imagine a lot of these airdrops are going to happen in the next two
to three months bro you don't want to do an airdrop when we're in a bear market so i think
it's kind of airdrop season pump fun it's been hinting at doing an airdrop soon i mean it's
below ipo price so motherfucker just better unload and just give us all these fucking airdrops.
We have Ethos doing one, OpenSea doing one, Abstract doing one.
So, you got some things to be excited about in the next two to three months of some free money possibly coming your way.
And I think that's kind of the last thing that kind of what the trenches need right now is just kind of a revival, a nice little free stimmy,
and then we can get into
kind of this parabolic altcoin season
that we've been waiting for.
It's kind of similar to like Trump happened
where everybody that was aware of that happening,
it didn't matter if you bought the day after
at 20 billion, it still went to 75.
So everybody pretty much a minimum two to three X.
And I think these stimulus checks are similar to that,
where now this money is something that you've been waiting for.
And now that money goes into DGEN's pockets.
And since we're in a bull market, they don't sell it.
They FOMO into the next NFT or into a meme coin that they want.
So I think if we start do getting these multiple, multiple stimulus checks
in the next two to three months, that's going to add accelerant
to this like parabolic bull phase that we're
going to enter at the end of October.
So looking forward to it.
Appreciate you guys coming out to the daily alpha.
We host space Tuesday through Saturday,
man.
So we'll be back tomorrow and I'll leave it here for chief to end it.
I'll see you guys in the foundry.
Appreciate everybody that came up.
Appreciate everybody that contributed to the conversation at hand.
Pinned up to the top was everything that we talked about.
There will be a thread that goes over it all, that puts it all together for you.
Use it as a resource.
Shout out to Allison for doing that for us.
If you guys could like, retweet, engage on that, it helps us grow the TDA, but also get more opportunities for our community.
We do this Tuesday through Saturday, 11urday 11 to 12 12 30 just depending on
the conversation at hand central time and it's td air stay poor we'll catch you guys in the
foundry y'all be safe and have a good rest of your day Thank you.
