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THE DAILY ALPHA♻️
Recorded: June 5, 2025 Duration: 1:12:01Space Recording
Short Summary
In a dynamic discussion, key trends in the crypto space emerged, including Elon Musk's endorsement of Bitcoin as a potential world currency, Trump's proposal to raise the debt ceiling, and significant investments from traditional companies like Vande Coffee into Bitcoin. The conversation also highlighted the influence of social media on market movements and the increasing interest from government entities in cryptocurrency.
Full Transcription
Thank you. what's good what's good tda fam the ones that set the reminders the ogs the real
the real community members we appreciate you guys we love you guys if you could also like
in riposo's face we have a new time we just want to get out there
that everybody understands that you know we're starting at 11 and uh man we appreciate you guys
for stopping by tuning into the show and uh also obviously like we start every day with pinning
allison's thread up if you did miss yesterday's show that is the thread that you want to bookmark
it has everything we discussed uh all the news events, all the topics, and there's some alpha in there.
So that is the place, that is the girl, that is the woman that you want to be following for everything Recap TDA.
So we appreciate you guys. We love you guys.
And we'll get it started, I guess.
Yesterday we kind of saw Mr. Elon Musk respond to Brian Armstrong basically stating that Bitcoin is our savior and Bitcoin is going to be the world currency.
And I think what is starting to happen here is the unraveling and the understanding of how the government is just going to continue to
print money. And this morning, Trump had proposed of raising or taking the cap off the debt ceiling.
And so what that means is they don't have to go to Congress to get anybody to approve
that they could spend more and print more money. Just imagine if you
are about to max out your credit card and you call your creditor and you say, hey, can you move this
up from $20,000 to $25,000? And you do that. And that's kind of what they do now, where they just
kind of go to Congress and they're like, we need to raise our cap because we're going to go in debt.
And they're like, okay, we'll raise it up. And then we continue to raise it. Well, now they don't even want to call the creditor. They just want to have an
unlimited balance that they could spend whenever they want and they can print whenever they want.
So that kind of leads to the way if we can't pay off the $37 trillion in debt, and the only way to
lower interest rate is for the federal reserve to print more
money to buy our debt then we're going to go into hyperinflation and what does that make what does
that do that makes people focus more on assets that are scarce and that's what bitcoin's mo has
been from the very beginning so we've had all this fugazi we've had all these smoke and mirrors that
there were going to be cuts that there's going to be fiscal spending but i mean we kind of suggested this about two weeks ago three weeks ago when we
saw kind of the credit crisis happen and we see a lot of these companies transferring into bitcoin
that you're starting to see that now you're starting to see more and more companies putting
bitcoin on their balance sheet you see aion must even suggesting like this is probably what's going to happen. And so this is kind of leading to kind of the pivotal point of Bitcoin where this is what it was made for.
This was used for.
And now we even had some of the biggest, richest people in the world acknowledging on Twitter.
So I think this is kind of a big moment.
It's not a time to capitulate. I mean, we're at $104,000, $105,000, and we have stayed steady above $100,000
for a long period of time with a lot of turbulence, a lot of headlines, a lot of news, and we still
haven't gone. So I still think we're in a bull market and inflation is going to go out of control.
You even had Larry Fink this morning saying, just said more inflation is coming to the U.S. economy.
And the only way more inflation comes to U.S. economy is if the Federal Reserve prints more money.
And so, yeah, dude, this is looking good for the bull market and for the Bitcoin,
because this is kind of why Bitcoin has had its thesis the whole time,
is that the government is going to continue to overspend.
It's going to continue to print dollar bills, and you want to be in assets that are scarce,
and that's kind of Bitcoin.
So that is kind of what's leading to a lot of this this morning. I will pin up some of the
stuff about him kind of saying that he wants to do what Elizabeth Warren has been suggesting,
as basically just like eliminate the cap ceiling in general of the federal debt. And so it's just
crazy, dude. It's crazy fucking times
in the space, but it doesn't mean that we're not going to stick around and be here. We're
going to be trying to cover all this stuff for you. And there's just more and more companies
that are getting on board with just buying Bitcoin. I mean, I had like five or six things
that I pinned, that I put in my bookmarks of just companies adding Bitcoin to their strategy. You had K-Wave Media
is a Korean media alliance listed on the NASDAQ, announced a security purchase agreement with the
Bitcoin Strategic Reserve, KWMLC. You have a Spanish coffee chain, Vande Coffee, plans to
invest $1.1 billion into Bitcoin for its reserve strategy following MicroStrategy.
You have a similar scientific, which they've done this before. They added 20 million in Bitcoin,
bringing their total to 4,449 Bitcoin worth 47 million. I think that the interesting part on
that too is that you now have like the normies and the stock traders, right? Like TradFi speculating on what company is going to get Bitcoin added on.
Right.
I had this talk yesterday with just went in the store, was looking at stuff and just this lady was like, hey, what do you do?
And then I mentioned, you know, just Bitcoin and kind of just passively investing and all that.
And she was like, oh, what stocks do you like?
And so she was like, yeah, I saw like and so she was like yeah i saw you know
micro strategy and what they did and and then she was talking to me about xrp's growth right within
the year and what happened between them and whatnot but she's like well do you know the next
company that's going to add bitcoin to their to that's going to look like micro strategy and i'm
like well i mean they're all doing it right because at the end of the day, it's they're realizing that the debt technically
isn't ever going to really be paid off, right?
And even if you are paying it off, it's devalued money.
So it's technically not being paid off, right?
So you might as well start trying to add something
to balance the teeter-totter on the other side.
So yeah, man, she was like, well, tell me about XRP.
Look at this chart. And she was showing me the one-year chart. And I was like, well, tell me about XRP. Look at this chart. And she was showing me
the one year chart. And I was like, well, they beat a case. You know, they were they were found
that, you know, this, this, this. And she's like, oh, okay, okay. So like, so are they going to
merge with Stripe? Is Stripe going to buy them out? Or they become a subsidiary? So like,
they don't even understand that these aren't companies, that this is actually like tech. And
the I guess you would say that
the hats, the shovels, the stuff that creates the roads, right? To them, they're more or less like,
oh, well, Stripe will just buy XRP and that's it. And it'll be good, ready to go. It'll become a
subsidiary of Stripe. And then I'm like, no, well, that's not really how it works, right?
There's not even a way that they could buy it if they wanted to. So that education aspect, even for people that do invest, right?
They're not really even grasping how exactly that works.
They think these things are all different companies that just happen to do well in this
sector called crypto, right?
Not that they're actually, let's just say, individual infrastructures that build out
different quote unquote cryptos. actually, let's just say, individual infrastructures that build out different
quote-unquote cryptos.
I'm having a little combo here.
Huh?
I'm having a little combo with some guy.
Okay.
See?
You know what happens? There's never some guy in my house i love that when i'm at home
chilling in the safety of my own home never some guy come up pinned up to the top we had circle
uh hit their going public earlier today um so shout out to them it's a good day for circle
i think that the price of the actual share now is like at five dollars or something. So
I think that that's an interesting point too. It's because I mean, it's no longer one-to-one kind of peg, right?
Ultimately, we were we had this idea of the stable being one-to-one and it is the actual coin itself
But Circle is no longer pegged to the actual individual dollar.
but circle is no longer pegged to the actual individual dollar so
He sees me sitting here and he was asking what I was talking about.
And I said, I talk about cryptocurrency and Bitcoin.
He's like, oh, that's a little out of my comfort zone.
I was like, well, if you're ever interested and you see me sitting here, come up and I'll have a conversation with you.
So sorry for having to talk to me for a second.
Was that person that talked about XRP, was that just like a random conversation with like a cashier like she just or was this someone you knew
no no no it was a cashier but she was talking to me about what i did so yeah it was random but yeah
it was more or less like as i'm checking out she asked what i do and all this because it was like
he is huge on tiktok bro like she must be watching tiktok it's like that's where the conspiracy for
xrp lives is on tiktok well i try to explain watching TikTok. It's like that's where the conspiracy for XRP lives is on TikTok.
Well, I try to explain that to her.
I'm like, look, I mean, what you're looking at is like unit bias.
You know, we even talked about that.
I'm like, you see the $2 thing.
And for you, if you put 10 bucks, you own five shares and your mind is already for stocks.
Like that makes sense.
You put 10 bucks into Bitcoin or anything like that.
And I tell you, you own 0.111, 0, 0, 0, 0, 0% of a share.
Now you're like, well, no, I'd rather just own five shares of something that doesn't matter, right?
And then they don't get market cap and circulating supply.
And so stuff like that, ultimately, that's the biggest difference for them when they look at this.
And they see this through the lens of TradFi.
And they see coins and the number of coins as almost individual shares you know she's like oh look xrp has so many
shares out there and i'm like yo i guess i don't even know how many shares it has like i don't know
how many is in the coin i was like but that's not how much is actually circulating and you know it's
just stuff like that that that education aspect is going to be a little bit
Harder for them to get on that risk curve
But even the ones that are looking at it
It's just interesting to see that they're not looking at it with even eyes like you and I do right
They're looking at it through trad fi eyes of oh look at all these company Bitcoin as a company is doing great this year, you know
It's just unit buys like you said that still exists i
mean when i first came in the space i see bitcoin at 30 000 or what is it 15 000 i see cardano at
one cent i'm like dude if cardano gets the 20 000 dude i would be rich and so these people don't
understand market caps and stuff like that and we still need to understand that like when we are
expecting what normie's coming to the space right like they're gonna not look
at bitcoin they're gonna look at stuff that is that fractions of a cent because they're gonna
be looking at bitcoin at 150k and they're thinking if this is at a dollar and it gets 150k
they're gonna be rich and so it sounds stupid to us but that's the kind of those are the people
that are gonna be coming to the space well it made sense in a little bit when i kind of broke
it down i'm like because look i mean when you when you think about the circulating supply and
this idea you know of like x XRP going to $10.
To you, it's like, oh, it increased to $8.
That's not a lot.
But then when you value what $10, $8 does to the coin and you sit here and it's like, well, that puts it at a market cap right under gold.
You're like, oh, OK, OK.
No, no, no, no.
I don't think it's worth that much.
You know, so it's like they don't see that kind of the math play out that far they're like they see it can oh it could definitely
increase eight bucks but what the fuck does eight bucks increase in everyone's pocket look like oh
it looks like xrp is not the number one coin in the world and like okay now the narrative unravels
once you continue to go down in the math you You know, you finish the rest of the equation.
Yeah. And then you just mentioned Circle.
They raised one billion volume at six point nine billion and FDV of eight billion.
Their price was went from 24 to 26 to 31.
So that's a big, big thing.
And just kind of like doubling down on just like this.
Trump want to print money?
Because that makes, you know, people now get into stock. And then they had like the Bitcoin,
they had Trump's true social files in S1 form for their Bitcoin ETF. So like the Trump family in
general is heavily invested in, you know, this crypto and Bitcoin market. And everybody knows
what the use case for Bitcoin is
and what the marketing scheme is, is if the government prints more money, then all these
assets are going to go up in price. And so it's just very suspicious that a lot of this is
happening. And he kind of wants this now. And it's like eroding his trust with Elon Musk. He just
admitted that he probably won't have a relationship with elon based off his criticism with the big
beautiful bill so yeah i mean i think this is good for the price and that's all we kind of want is we
want our bags to pump and uh that's kind of what's going on did you see that bill that passed in
california bro actually pretty fucking insane yeah i did is that nuts that they can take your money
i just don't get that whole five-year thing.
It's three years.
I thought it was five.
After three years of inactivity, they can take your property by the state under unclaimed property laws.
Bill is now to the Senate.
Just imagine if you went away for three years, and you wake up on the four you're having, and you're like, your Bitcoin's gone because the government says it's like unseized property or some shit well i mean it's not even that i mean my whole thing is it's like bro if these are how are you gonna go to a
place of investments and then get mad that people are treating them like investments i mean that's
you know what i'm saying like that makes no sense no sense. 10 years, 20 years. Okay, cool.
I get it.
I see where your point is.
You just want proof of life or some dumb shit like that.
But dude, three years?
I mean, most average people invest when they think about an investment, at least five,
right?
Maybe 10 or something is someone who's actually asking, right?
You go from that jump from one year to roughly about five.
You know, it's like, what's your timeline? Three years years is and what do you got to do just move it around or do you got to withdraw
you got to sell it i mean it's a taxable event whatever you do that's the crazy part
just seems like crime to me and this is just another example not your keys not your cheese
so if you live in california kind of random shit talking about taxable events.
Something that I was thinking about and I saw Hawk actually post and talk about.
He's big into, you know, point hacking, credit card use and all that kind of stuff.
The airdrop farming.
And he was just explaining why he doesn't want to use the Gemini card.
Right?
You know, the Gemini card is kind of touted and it was a big hit at the conference for
earning SATs cash back, right?
Well, the beautiful thing about rewards points or anything like that or any kind of cash back that
you receive from credit cards is that those aren't taxable, right? Whether you redeem them for cash,
whether you redeem them from points or anything like that, you selling those sats for money
is a taxable event.
So that's one of those things about it too that people aren't really considering.
And then he goes, I'm not going to do that because I'm in a sense just setting myself up to pay taxes on my own money when I can't even technically use that money for anything. Let's say I do accumulate $1,000 or $2,000 in those sats from just cash back.
If I want to use that $1,000 instead of me with a credit card using $1,000 worth of points and it becoming two or three,
now I'm actually going to get less because it's a taxable event of me selling the sats or using that cash back reward flow.
me selling the the sats or using that cash back reward flow so if you don't plan on ever touching
your shit or i mean it's actually long-term like credit card use then yeah it's a good idea but
most people aren't using their credit cards i mean at least not the fees portion right a lot of those
are like kickbacks and advantages and you know people play with them and use strategy and so i
just thought that that was interesting that it's not something that we thought about
But the minute you start adding crypto to these back-end I guess reward structures the minute that people have to sell that crypto whether or not they're
Declaring it. It's still a taxable event
Yeah, I did not know that
That's crazy. So I guess that makes sense to me so no it does make sense like
after he said that i said that i thought i'm like damn yeah because it's like instead of it going
two three times further because you have that it's now going less because you chose to take it in
that manner now if you're just never going to use your rewards you just want a card to spend but
then again if that's the point like then you're not
I mean that's not you don't need to use a credit card for that right literally you're supposed to
be using credit card to earn this secondary earning mechanism on top so I just thought that
that was interesting and something to consider um for anyone that's out there uh if you're if
you're getting cash back in any kind of uh sats or you're spending in sets. Those are all taxable events. Damn. Um, that's crazy. It looks like there's a, an X war, um, on, on Twitter with Elon and
Trump right now calling it, you know, Trump calls it the big, beautiful bill. Uh, Elon's calling it
the slim, beautiful bill, um, because it's adding like trillions of dollars of debt. Oh, and the
Oh, and the lady knew.
lady knew that's another thing too. The lady I've talked to yesterday, she knew about that bill.
That's another thing, too.
The lady I talked to yesterday, she knew about that bill.
Let's go, dude.
We're getting out there.
She was like, yeah, they're trying to make all this debt for us, and it's not going to be a good bill for the people.
And I was like, oh, yeah.
I was like, yeah, that's actually going on right now, and that's kind of bringing a little bit of uncertainty.
She's like, yeah, it's not going to be good.
I've seen it.
I was like, oh, damn, you're kind of an educated lady.
I just told her.
When I left, I was like, just DCA Bitcoin, and that's all I can tell you. That's probably going to be good i've seen it i was like oh damn you're kind of educated lady i just told her when i left i was like just dca bitcoin and that's all i can tell you you know that's probably gonna be the easiest thing or look for these bitcoin adjacent companies since you're more on
the stock side texas baby landed the free my guy landed the open-minded let's fucking go i mean
do you when we typically talk about vitalik selling, it's typically the top.
So if he buys Ethereum, does that mean it's a bottom, Chief?
Because he bought $783,000 of ETH and then transferred 1,830 ETH to Railgun.
So, I mean, typically when he sells, that's a top of the ETH price in the market.
But I mean, if that's the case, does him
buying ETH make it a bottom? And we've been kind of talking about how institutions have been
transferring Bitcoin ETFs into Ethereum ETFs. The Ethereum ETF inflows are at record highs.
And now we have Vitalik doubling down and purchasing Ethereum. I haven't seen him ever
do this in a while. And then putting on Railgun, which I guess is like that privacy protocol, similar, I guess,
Tornado Cash, where it kind of keeps where you send that and keeps your addresses private. So I
guess people can't see him transferring the MOG and transferring the Pepe and using that as a
marketing campaign. But hey, fucking Vitalik bought Pepe with ETH. It's going to the moon.
So, yeah, man, definitely bullish for ETH.
Definitely a lot of this IPO news.
We have the genius bill passing sometime in the next week or so.
Definitely think it's going to pump the ETH price.
So I just want to bring that up.
It's probably the bottom on ETH.
And I think it goes to $3,000 relatively soon, man.
I mean, yeah, sole dominance. I mean, the... Yeah, sole dominance chart.
I mean, just sole chart itself looks pretty kind of shitty.
So, if there is going to be a chance for any kind of flipping
or any kind of at least shift in dominance,
I think it's definitely going to come relatively soon
and it'll probably come through an ETH rally itself.
I mean, you had the Pectra upgrade
that happened on ETH probably less than a month ago, which is supposed to open the door for all
that account abstraction and just the ability to utilize a gas hub, right? So devs can now code in
in dApps and applications and stuff like that, just gasless transactions.
And they could go and deposit, let's just say one ETH and say, hey, this is going to be for anyone that uses our protocol going forward.
Just pull it from this one ETH pool.
And so you as the user now can seamlessly, one, sign sessions and do multiple things throughout the session as if it's normal
and you're not having to sign interactions or anything like that and then two you could
technically make it virtually free for the other person on the other side i mean you're footing the
bill but at the end of the day like it's free right they don't know they're participating and
to them if you just didn't say blockchain uh it would be like signing in with their Google wallet, right?
Which is similar in the route that abstracted or abstract is doing.
They were working all of that, obviously, before Petra.
And so that's why they had to go the route that they did with the abstract global wallet
and all that kind of kind of just tech limitations.
But now with Petra,
ETH opens up the door for all of that and more consumer dApps to be built
on the actual L1 itself.
Do we need to position ourselves
into like ETH NFTs before this run-up happens?
Like, do you think like...
I mean, EVM NFTs.
I think EVM NFTs are probably going to be the best bet, right?
So it's like, we see this new run with you'll probably have your your legacy ones from eth right ultimately
basie is still there you have this new moon birds run uh you got doodles as an established so you
got a couple that are already there right and i don't think that those are necessarily vanish
but for new participants i think it's definitely going to be like mega eth sonium
uh bera right maybe monad coming in the future so all these evm because they're going to get
the underlying benefit of eth going up right anyway so you can still bet on that and then
it's a double leverage bet if you assume that the l1 or I mean the L2 will, you know, have its own individual run adoption, you know, whatever it may be.
So it's just one of those things that, yeah, that's why I'm kind of going heavier on all the EVM style things.
Right. I just think it's one. I like JPEGs and JPEGs being back is fun.
one i like jpegs and jpegs being back is fun and then two it's like soul i asked last time what
what are the main ones and clay knows are really dominating that i mean you got mad lads it's
basically it right bitcoin you have your individual communities that are not to say fragmented but
set up and pre-established already right we're not really getting new breakouts that don't have
overlap i think fuku funco hedrons or
whatever however the fuck you say that that was the only major onboarding event we've had in the
last six months to a year i'll bring you new participants in right so trying to find new
people bro and going there that's why i think the the l2 evms have a little bit better chance for
the nft aspect than the legacy ones because there's
new people that are interested in the chain which inevitably nfts shit coins and all that other
bullshit come with it we really haven't seen like an nft cycle with like the l2s involved like
it's very recent where there's actually like meme coins nfts worth value on these l2s i mean we had like the blast
ones and that never panned out and then now like in the past like six months we're starting to see
like l2 and other nfts on evm actually like thousands of dollars which i do think that
just encompasses just eth in general so if eth goes to 3k 4k i'm expecting that all those nfts
on all evm compatible blockchains are probably
going to go up in price it was kind of crazy to look at fucking spencer said that um wallets
containing moonbirds hold 1.37 billion worth of crypto the average holder wallet has a portfolio
size of 233 000 bro so if you're looking for whales in a project under 1Eth,
it definitely looks like Moonbirds has some massive whales in it.
And this is kind of my thesis of why Spencer is a great founder.
He has a lot of connections.
He knows a lot of people with a lot of money.
And it kind of shows in kind of the average wallet size of each person holding a Moonbird.
So it's just a matter of time.
These whales aren't here to flip for 0.25 like degenerates and meme coins so people are here because they see a vision
and they want to hold this for the long period so i still think moonburns under one eth is actually
free and like 27 minutes ago he kind of hinted at like there's a next step to this since rebooting
moonbirds has many steps uh step zero reactivate the community step two grow the reach of the ip
including platform expansions like tg and telegram uh step two make products with ip step three dot
dot dot dot so there is stuff i've heard them in the space say you know they're just going to
continue to do and launch and just do shit over and over again and i think a lot of people that
have a lot of money uh know what he's going to do and are just doubling down and accumulating under ETH.
Because whenever he does launch this, I think it just kind of drives it.
And I could see it getting maybe the two to three ETH.
I really do.
So definitely something to keep your eye on and position yourself.
I mean, you can get into the mythical.
You can get into an oddity.
Those are kind of lower caps for you.
So just wanted to throw that out there.
It's definitely bullish to have an average wallet of the holders at 236 000 so and then uh world of
women have a new ceo talking about new ceos uh her name is v um i guess she was at this conference
like you talk about those headphones people wear at the conference now so they can hear the speakers
um world of women uh has a new ceo it jumped the price up to 0.45
eth so i know there's a lot of women in the space and they want their own you know particular nft
um any kind of new ceo change is typically good for price action and now you have a new ceo with
world of women which was probably one of the top you know eth nfts back in the day so just another
they've been passing that collection on to whoever will take it.
I mean, congratulations to the new CEO.
But, you know, it is the truth.
Go ahead, Sam.
Oh, go ahead, Sam.
What's up, brother?
It's good.
What's up, Chief?
What's up, X?
I just want to let anybody who's out here in the space or listening,
if y'all not in the foundry, y'all are sleeping.
So I just wanted to say that.
But when it comes to the ETH NFTs, I'm really feeling the bad bun.
The art is dope, and I really like those.
Yeah, but see, the thing on those too sam is that i agree
those are great but those are eventually going to end up on mega eth right so it's like we were
saying like it's not actually even the real eth nfts it's these like eth evm compatible ones you
know yeah yeah okay dope it'll still it'll still go up in price i was talking to some people in monad
last night asking why they aren't doing shit like this and kind of like oh we're fine i'm like no
you're not fine like probably 50 of your community is going to leave after the the fucking airdrop
and you guys are just like satisfied with this like closed discord and these these roles in this
stupid test net shit like oh no
he's like dude you have to get people attracted and it's like everybody else is launching nfts
on other main nets before they like that they could bridge over and i was just kind of convinced
some some tip some people in the monad community to do something dude you guys are losing bleeding
mind share left and fucking right do something community and they're like totally satisfied
with their discord fucking discord roles in their test net well i mean you got people buying test net monad bro
for stupid over over literally over a dollar a piece like test net so it's like to a certain
extent yeah you can say you guys aren't doing shit i mean but you got other redacted mfers
buying free stuff for real money.
So in their eyes, they're actually probably even doing better than all of us.
We're selling real things for real money.
They're selling fake shit for real money.
Like, I don't know, bro.
They're kind of winning on that end.
I mean, GG's and RIP to the person buying the fake shit for real money.
But I think that that's been the excuse, too too is because there's still demand on secondary and people are spending thousands of dollars
to secure these assets instead of on mainnet.
They're just doing it on testnet for fake shit,
which is, I mean, I guess cool
because they're internally farming more transactions
doing all these testnet things.
But in reality, it's just all, I mean, it's fake shit for real money.
But in reality, it's just all,
I mean, it's fake shit for real money.
What up, Lord? Jam, jam.
What's your mind at, bro?
What's your mind at?
What?
I'm out not.
Nothing. I'm good.
You're cutting in and out,'s why my bed yeah i mean like you just
saw sparkball which was gonna build on monad just said fuck it we're going to somnia network so
they're just bleeding bro no one wants to fuck with monad i guess is that better is my mic better
i don't know what the fuck yeah it's better bro yeah now i can hear you the first time it was bad
no i agree with you though i like i like i'm part of uh like the retards collection on monad
that's kind of how i keep up with everything to be honest is just like having one of those but
yeah it's weird it's weird to me that people are like buying this testnet monad i just like don't
understand it um at all but yeah i didn't know that uh sparkball actually moved that's like news
to me bro because i was actually kind of hyped for that game um but i didn't know that uh sparkball actually moved that's like news to me bro because
i was actually kind of hyped for that game um but i didn't know that they were moving to another
chain that's crazy yeah what do they know like fuck this is gonna take forever i mean somnia
is definitely heating the fuck up though like you've seen if you're a game i was kind of
speculating all right they're probably not going to launch on a chain that's already launched
they probably want to do something with like some kind of like tge sometime in december or something like that and so i was suggesting maybe abstract
would be a good place i was maybe thinking avax because that's where a lot of games are like uh
off the grid and then this one i was like that makes sense somnia like i know not a lot of the
timeline talks about somnia but we've been keeping track with it iceman's keeping track with this
just a lot of games over there and a lot of stuff like building silently over
there it's on the um cato leaderboard and so kind of seeing chandler kind of say fuck this uh i'm
going over here these guys are building and kind of more aligned with what we're trying to build
the shout out for him for taking risk and moving over to a place that actually wants to curate
gaming instead of a chain that is i don't know dude i don't even know what monad
does anymore like they're totally mind shares totally depleted so i mean lord you should
fucking get them fucking motherfuckers rallied up and just drop something just get the culture
rallied up on monad and drop a fucking derivative on eth and then you just say that they don't care
that's the thing about it bro you're trying to rally up people that don't care to do that no they just snob
their nose at it dude like oh we're good our community and our yeah that's what i'm saying
so how are you going to try to force someone to do something that they see no value in yeah i don't
know i i'm i'm not dropping shit on fucking monad tldr i'm dropping something on ordinals that's
what i'm doing because i think ordinals long term, obvious provenance and like worth doing, but like, I don't know. There's some things that
can work on Monad. Like I think gaming can definitely work on Monad, you know, but like
the chain in itself has to do well. Um, but I understand spark ball leaving, like their timeline
probably doesn't line up with Monad. Like that's probably what's going on is what I would assume.
Cause like, yeah, we're still in test and stuff stuff and like i know wob is building over there and like he was an early
investor and all that right so i think that like towards the end of year this is a different
conversation but right now it's like it's hard to get me excited about a test net it just it is
like i wouldn't i wasn't excited about barra i wasn't excited about any of these test nets or
farming and hanging out on fake money chains
um but i know that translates to money sometimes but like a lot of it is just farming there's like
so many farm wars over there you know and just it's like not fun um some things are fun there's
a couple communities there that are actually like cool peoples and i think they're building
some cool products like kuro exchange seems like they're doing a lot right so like i think there's going to be a lot on mainnet that's going to be worth looking into.
But I get why the game's leaving and going somewhere that's just easier to cook with right now and get public.
But no, I'm not going to drop anything on Monad, bro.
Well, it's not like it's it's I think, yes, they don't care.
But like Meggie didn't care either.
And then someone built something. it's not about getting the
community to care it's about getting new people into the community and i feel like if you can
have something to speculate on you can have people like that were fading monad now have some skin in
the game and start concentrating and going you bring new community members in so it was just a
thought i was talking to some people and they're just like like chief said they don't give a fuck
i'm like well good luck good luck. Good luck to you.
You're like, you guys are losing mindshare.
You need to get some more community members in.
And I feel like this would be a good way to get some people like at least
some exposure speculated on Monad and get like another base of people that
actually want to do something over there instead of just this closed discord
that they all just fucking flaunt and shit. So yeah,
we need stuff to do right. Like, I don't know, just stuff,
more stuff for more
people to do and not feel so like closed off and it i have heard from people it feels like
gatekeeping and shit right which i don't like i mean like what's the point of that you know like
if you want to be one of the biggest whatever paralyzed paralyzed fucking eth you know chains
like that's great and i like what they're building actually and like on a technical level i think it's good um but yeah you need things like games that are fun to play
right like you need like sparkball would have been perfect so it is kind of like damn i didn't even
know they were leaving that's kind of like a blow to the eco in my opinion because i was actually
looking forward to playing it i still will i don't care what chain it's on that's the thing
it looks like a fun game right so i don I don't know, more fun experiences, more shit to do.
Like right now I do Fantasy Top on Monad.
I'm like doing that to like farm it.
And that's about it.
Like sometimes I'm minting projects
because like I get whitelist for holding a retard over there.
So like that's cool.
But other than that, yeah, like what am I doing?
We're just like waiting for things to do.
So like I know Seal's game is going to be there. So like they'll be testing it over there on testnet with like a small group of people
and then slowly expanding that like here imminently soon but other than that i really am not there's
nothing on monad that i'm like okay i'm ready to like start playing this game fantasy top is a great
point dude like i've heard they're gonna do a tge soon dude they're gonna do an airdrop soon and
that's gonna be a cook yeah so i would're gonna do an airdrop soon and that's
gonna be a fucking cooker yeah so i would i would recommend fantasy top on mona like that's the one
thing i recommend to people because it's easy to do you can get on there and it works you know
so like that's an easy thing to do have fun with or whatever and click around every single time
there's a competition right uh other than that i'm not really doing much over there like like i
sell if i'm whitelisted for something i'll mint it but uh what is that going to translate to hopefully main net mints you know
um and we'll see how that does but like that's going to be like end of year so i'd like to see
more games and more stuff cooking on test net to actually like interact with that would be dope
i agree dude i think a lot of people are kind of like under farming fantasy top or not playing
enough guys like that is another one just like ethos just like all these other ones you guys fade
you guys need to be playing that game when they launch their token they're going to give out a
massive allocation to people that have actually played that game and bought packs and no one's
even really talking about it so i would definitely suggest going over there playing weekly fucking
games buying packs just having fun creating contests they're gonna reward the fuck out of their users
and that's gonna be like something that i feel like a lot of people aren't talking about or even
doing right now so just just a reminder to do that i've heard rumblings in the background that
that's a lot closer than some people are speculating so nope just want to bring that up
um chief did you get into that Bambi Mint today?
Or is that happening today?
Is that on Somnia?
Yeah, it will be.
But it's on Mainnet right now.
Yeah, it's on ETH Mainnet.
It's .025.
There's 4,200 for sale.
This was the testnet Mint that I brought up probably about two weeks ago that you could have got in for free.
It was heavily botted then.
So very limited at that time.
Probably will be heavily botted this time again.
And also something to think and consider.
Because of those people botting the first round and them having access to this one,
they have basically zero cost of entry, right?
Or a lot lower cost of entry than you or I do.
So just something to keep in mind
of potential selling pressure and stuff like that.
But it's live for guaranteed only right now.
And then it will go live for first come, first serve
and everything else as the time progresses.
So give me one second, I as the as the time progresses so give me one second i'll tell you
the time um first come first serve starts at uh 1 p.m central and then uh public will start at three
dope do you guys even know the switch two is even coming out today
it's like no one even knows that the switch is coming out today
all the all the content creators are talking about it right now because one even knows that the switch is coming out today all the all the content creators
are talking about it right now because you know yeah comparing the quality of the images and
stuff because it's all it's way more high def and stuff like that and the gaming so
i might have to pick one up it's impossible to get one bro that's true i think they had like
the pre-sale like two or three weeks ago or maybe it's like a month and a half ago i forget yeah
it's impossible to go pick one up at the store i mean maybe you because
you kind of live not necessarily too too heavily populated area but yeah most of the time uh well
at least around me right they're impossible right now to give yeah um i saw this from zier um
basically talking about how hyper liquid uh derivative milady maker collection has fallen to 110
hype floor at 1.5 eth um asking if it's a good time to get in it's basically it looks like
um it's now below the milady price again and so a lot of people are suggesting is this the
interesting part about that is it's like what have we heard recently right is this the next hype yo
no one's saying is this the next Milady anymore?
Which I think is an interesting metric of just social kind of sentiment and how people see things, right?
I mean, that's literally every myth that comes up.
Hey, hey, is this going to be a Hype-io?
Is this going to perform like Hype-ios did?
You know, and it's one of those like, okay, so I'm not saying that the narrative changed, but at least currently what's fresh in the mind is that it is a new kid on the block, I guess you could say, right?
You know, and it's one of those like, okay.
So I'm not saying that the narrative changed.
It's kind of dominating that.
And with all these launch pads, I mean, not to say that they're taking away a little bit of the power that used to be in the cult.
But I mean, the cult used to be ran by devs.
And the fact that someone in there was connected to some kind of shit coin
That's coming out some way shape or form right and that was literally one of their edge cases for their network
And so now without needing to tap into
Let's just say any group of people to launch a coin to launch a project to do anything
Right, maybe for market
making maybe for marketing but you no longer need the depth i think that that's one of those things
too that the narrative or the terminology is oh the next m'lady right because now it's like well
their superpowers are are being less super as the day goes by because more and more people are able
to do it right so i So I don't know.
I've just been hearing,
is this the next hype?
Yo hype.
Yo this hype,
yo that,
and less of the next milady,
you know,
or comparing it to a derivative.
So I kind of,
and it's kind of interesting because we just talked about if Ethereum goes up
in price,
do you think it's going to make the EVM NFTs go up in price in general?
And like hype hype in general has getting crazy and crazy about
like bull cases of why people are more and more interested in. A lot of people are sick of the
soul trenches and like, I'm moving the hype. So it's interesting as hype is getting more attention
and the price is going up that the NFT is going down. It just makes me understand that the culture
side, the left side, the attention side of the barbell for Hyperliquid
is still new.
It's not completely formed yet.
And I do think Hyperliquid's going to $60, $75.
And I do think Hypio will be the leading NFT over there.
So yes, it's at a dip,
but I still think this is easily going to be
the leading NFT on Hyperliquid.
And if it goes to $60, it goes to $75,
this is also going to rise up in price too. Soquid. If it goes to $60, it goes to $75. This is also
going to rise up in price too. So I was thinking this was like a little capitulation moment and
probably a good buying opportunity. If you're looking to get into Hype View, I think this is
probably a good price to get in. So what up, Scotty? What up, brother? How we doing?
Yo, what up, what up, man? It's just, I want to come say what's up. Got to see the boy Chief
out there in Vegas. And man just uh wanted to tell the daily alpha
community not like that you guys already know your boy chief is out there putting paint where it ain't
literally at man a lot of a lot of your favorite kols couldn't get into a lot of spots bro but i
just wanted to tell you man i seen chief at every spot every every big event, government shit. Chief was there moving and grooving.
So, man, it's really dope to go to these type events
and then see the boy Chief in there,
see the boy Michael from ConsenSys
and, you know, the other people from the trenches, bro,
like just like us.
So it was really dope to see Chief and connect, bro.
So just want to come say what's up to my brothers, man.
Pause. Government shit? Did you see the CIA was at Bitcoin Vegas? Chief, you want to tell chief and connect bro so just want to come say what's up to my brothers man pause government shit did you see the cia was at bitcoin vegas chief you want to tell me something
bro you fed dude you're at government parties my guy wow they won't even give me a gun to defend
you in war bro like that's the state of how bad being a felon is they're gonna be like you can't
even die for us that's how scared they are me me. I think they're going to fucking see it.
And that's like, for weed? Crazy.
But no, yeah, much love to Scott, man.
Always plugging us in and plugging me in whenever he can.
Just out there, same thing, man.
Shaking hands.
It's interesting because there are a lot of these events.
And you see this kind of pissing contest high school that we're in, which we call Crypto Twitter.
But in reality, when you come down to these actual
shaking hands and mean people, no one gives a fuck where you are on the Cato leaderboard.
No one even knows what a Cato leaderboard or yapping is. Like, let's just, I'm being honest
with you, bro. Like no one even knows what that is. You're like, oh, I'm getting deal flow for
yapping. And they're like, okay, cool. Like, what did you do? What do you build? How are you involved?
Oh no, I just, I yap. They're like, oh, okay. Well, I'm gonna go talk to someone who can sign okay cool like what did you do what do you build how are you involved oh no i just i yap they're
like oh okay well i'm gonna go talk to someone who can sign a check and i mean i'm just being honest
like that's motherfuckers looked at me and they're like well what are you doing i'm like oh i'm just
i'm you know i trade and i just happen to know some people to get in the right circles and they're
like okay cool i'm gonna go talk to someone who can write a check you know and i mean you can't
feel bad about it but it's the reality right
it's no one cares about where you are no one cares if you're liked if you get five likes ten likes
i mean how you carry yourself ultimately is the whole conversation and whether business will be
had so just shout out to scott also i mean can't deny the the foot and the boots on the ground
aspect of going to these events right i? I mean, it's invaluable.
Well, hey, Chief, real quick, too.
Man, I'm going to be real clear, too.
Me and Chief are talking about a Magic Eden event.
That was, you know, back in the day, Magic Eden events were, like, the most degen.
You know, all the traders are coming.
All your favorite meme coin gods are coming.
Ask Chief what happened bro?
That's not happening no more. They are also
Pivoting to government compliance
Capital yeah, everybody was in a suit literally everybody was
Kicked out of like you're you're a little moved off the list like a G
Does that make sense because magic Eden is in slingshot are the ones that launched that Trump wallet was that just like hey
Let's get the Trump boys around and the in the in the suits around because we're gonna launch their wallet next
I guarantee that was something that they were dropping as a nugget in people's ears
Yo, what's up? You haven't heard of us. You're at our gala, you know, whatever shaking hands
Well, how about in the next month you look at the magic eden page you know and just see what we're doing with xyz and there were politicians
there and i mean non-stop so that's the thing about it too it's i mean it's starting to make
sense of how they're trying to align themselves as a company and less of a nft marketplace for us yep and just shout out chief bro known him for three and a half years like
elite bd skills like don't tell anybody this guy fucking is in the dms he gets fucking in people's
ears and he gets what he wants dude so shout out the chief bro he he definitely has a way of talking
himself into parties and shit dude so shout out shout out to you guys. No, I press on Chief, man. Everybody, Cody from Digital Chamber, bro.
Your boy Chief was cooking, bro.
I'm just telling you, bro.
Some cool shit probably coming,
going to come to Daily Alpha for sure.
Wow, that's the Foundry,
the Foundry Coded, by the way, right there.
Yeah, it's the Foundry, baby.
And talking about Hypo Derivs and the Foundry,
Remiliac's Maker, which is the
IPO derivative on Sofon,
just picked their
launchpad, Mintify launchpad.
Just a mint. It's an emission protocol
presence intercirculation. This is the same
launchpad that did Remilio
and just left you guys a hint there.
Definitely been in talks with these guys.
All value goes to pass holders.
There you go
we're definitely going to see that probably in the next week or two brother so that's a really
hyped one they had the uh the hedge fund game these are uh five projects that were backed by
the sofon community and remiliac was one of them also nameless was one of them so just in the you
know this is going to be launching soon and you might want to definitely be cooking
with the Foundry if you want some access.
Let's get Allison up here.
Allison!
Stay where you're at. Don't come cook with us.
Get fucked.
What up, Allison? What's up, girl?
Hey, what's going on?
You know how you guys are always talking
about no one is monitoring spaces.
Like it's like the last frontier for info five.
Like there's no points.
No one's doing anything with it.
Maybe it looks like it came out in April though.
I don't know if you guys chief or X,
if you ever monitor the comments that come on the thread that I post every day.
Lurky.
You talking about Lurky yesterday?
Yeah. So I started looking into it. was like well what is this first of all it's i can't verify this i've tried to dm someone about it but they haven't replied yet it looks like it might be
connected to like bark media i have a suspicion that it is um and that is what it is. But the actual app is pretty decent. You have to give
it access to your Twitter account to sign in. So I can only get so far. And it does look like
there's a subscription. But right now, it seems to be free, because they're still testing it out.
But it's monitoring spaces live. So if you go in their app, whatever
spaces they're watching in the time slot that you're sitting in, you can ask a question. Like
if you're curious about, Oh, what's happening on abstract today? Are any spaces talking about it
right now? It will tell you like what space is talking about it. And then it has analytics for every space. It tells you like who the speakers
are, how long they streamed, how many people listened to it. It's tracking coins and projects.
And the reason I think that this might turn into something or they're going to attempt
to turn it into something like Kaido is they have a yapper section and they are giving, um, accounts their own scores. So it's not
like a Kaido score or a cookie score. They're developing their own score. And it tells you
like how many spaces this particular person spoken in the past week. It's a weekly scoreboard
with like network maps. It's just very interesting and it might turn into something.
It's worth watching.
If you want to pin it up so people can follow it.
Sure.
Obviously there have been ones like this before.
I forget the name of it.
And they just go hallucinate the fuck out and talk about stuff we never talked about.
So that's always been there.
People have tried to attempt this over and over again.
And just the recaps, we'll talk about something similar to what we're talking about but not directly and
it kind of misinforms people that are using that as kind of like a source of what the space is
talking to so if they can basically articulate exactly where into the projects we're talking
about and then they can feed that into some kind of api where we can get scores um dude we'll
probably cook on this and i think the only kind of FUD there would just be Bark
and giving my access to a project that he fucking owns.
Like, is he going to take over my fucking Twitter one day
and start promoting this shit?
Like, who fucking knows, dude?
Well, it seems they got the space right yesterday.
So they put a summary of the space in the comments of the thread.
And it recapped it pretty well.
Macro, bullish, catalyst, rate cuts, stable coin regulation, circles IPO,
BTC as an inflation hedge, MoonPay's bit license,
pump funds, TGE and crypto content content incentives discussed.
So, I mean, it seems to have done a pretty good job with it.
It's worth watching. I'll pin it up.
Appreciate it. I did see it seems to have done a pretty good job with it. It's worth watching. I'll pin it up. Appreciate it.
I did see it yesterday.
That was the first time I saw it.
And it did look like it summarized it correctly.
And I think the big problem is, like when I said Remiliac's maker, that it can determine
with my voice the difference between Remiliac's and Remilio and actually give the right information.
So that's always been the issue is like they're taking what we're talking about
and basically putting it into captions and they'll basically source whatever I say.
And if they don't know the difference between a UX and an IO,
they could tell somebody exactly something different than I actually said.
Well, even that, like the at whatever, you know, if you say at your name,
if your name isn't spelled the way it's supposed to be,
it's going to literally just tag some random.
Or if we talk about, you know, the people that claim multiple names or you have an underscore.
So it's really that's been the issue with the AI shit.
And the recaps is even if it does stuff from the like the pen tweets, it tags in the wrong communities and a bunch of just random shit in the process.
Yeah, like do you have insurance for your LaBubo's chief?
I saw this on the New York Post that LaBubo owners are considering insuring their coveted plushies to protect their toys from theft.
Are you sure that you have enough insurance and these are behind protected glass just in case someone comes in your house and tries to steal them, my guy?
Yep.
You good? You good? All right. So I my guy yep you good you're good all right
so to make sure you're out there taking pictures on the internet of your shit and i just want to
make sure you're protected if anybody comes into your house or try to steal your fried
the boo-boos that you have insurance so you can get them back they can't bro it's it's hard as a
man to figure out when to actually be able to confidently rock it you know like because i want
to rock it out there like any other man does but and then it's tough it's a tough one it's like does the rest of the fit look good enough to where they're gonna be
like laboo oh it's okay i'm like because i'm the rest is together you know so i put it on my
backpack i'm not gonna lie when i traveled i did that move but i've yet to do the the clip on my
pants and be rocking it like the bieber is it that small is it like is there different sizes oh yeah there's different sizes yeah they're they're like made to be bag charms like for for just any
kind of bag so you just clip it on and it just hangs so it's relatively like five inches right so
so there is there bigger ones like more of like a size of like a teddy bear are they all just like
yeah they got they go up to that size like literally probably like huge the megas it almost goes into bear
bricks they go into 400 percent 500 like 400 a thousand percent and all that are those expensive
yeah those like those are like 400 500 bucks or something yeah so like a a regular one right like
a 100 is probably going to run you about 150 bucks
uh a 400 will probably run you like two and then if you can get your hands on like one of the
actual thousands i think they're like eight 800 bucks or something i see it all over my timeline
dude even the meme coin goes berserk and i saw this morning i like i gotta make sure chief gets
insurance on these i don't want anybody you know you, he's on the plane and it's clipped onto his backpack.
It's just collectibles, bro.
That's the thing about it.
Like, this is not new.
If you're into the collectible space, you see these booms, right?
And it's an easy trend to spot.
And the most, I mean, to me, I think it was even easier or interesting is that I went to Japan for my honeymoon in February.
And no one here this was
before blackpink chick had posted it so no one here in america gave two fucks bro right no one
was rocking them i could have got the boo-boos at the vending machine at the japanese airport like
all this shit they were there right um and then we come we come back we're chilling and then
literally probably two weeks later you just start Do you know the little monsters getting posted? And then I started seeing the trend go viral, you know, and it's like, oh, shit, it caught up.
And so I just started buying everything that I could get my hands on. Right. And just going on stock eggs, buying everything that I could cheap and all that.
And then now, I mean, in the thick of the trend itself, I mean, I've taken some profits, got my money back, got some to like write into, you know, if this happens to be something. And if not, I mean,
we're here, right? And that's the thing too. It's, this has been around for 10 plus years.
It's not a brand new IP. That's one of the reasons why I was okay going a little bit heavier
in the collectible side, because if it's a brand new IP, I mean, this was a flash in the pan,
but the fact that this has been around, it's just now getting its, oh, first Homer moment.
Then that makes me a little bit more comfortable sitting on things because, I mean, they're trends.
Pokemon comes back every three to four years based off of sets, just based off of just cycles.
And I think that collectibles are going to start doing that here in America's physicals, right?
They've never really had this Pop Mart experience. think that collectibles are going to start doing that here in america's physicals right um they've
never really had this pop mart experience that is huge in amer in japan and the asian cultures right
gachapon systems run everything and so now that americans are getting able to go buy a scratch
off in a cute you know collectible way because that's what these are scratch-offs um i think
that that's where the game is starting to change.
And this idea of physical collectibles is only going to start increasing.
And, you know, eventually it'll cross over with digitals and FC chips and all that shit.
But, yeah, this isn't...
Personally, I don't think this is stopping for probably another year or so.
Go ahead, Scott.
Yep. What up, Scott?
Oh, no, man.
Shit, you were cooking chief uh i i look at the
same thing uh um with with funko when it came out right like funko was like two years old or
the pops were like a year or two years old before they really started hitting the right licenses
and then once they started you know once chief saw that one fucking rapper pop or whatever that
one that hits your heart you know you buy that one and motherfuckers
I gotta buy the one from fucking
X-Men I gotta buy the one that reminds me of fucking the toys the rest fucking
Giraffe what got me with la boo boo Scott was coke
Was the coke collab that's that's what literally brought me in and made me go heavy
I'm like so cuz now i'm not betting on a
Single ip i'm betting on two and coke has its own
Like subset of die hard fucking collectors, right?
And so it's like okay if you're managing to hit global brands like of this size
Then I can at least bet on that fact and then coke collectors will be coke collectors
Whether I can sell this to a la boo boo fan or not
Maybe on the coke side
There'll be someone that'll want to add this just because it's coke memorabilia as well
Hey, yeah, so chief in real quick. Oh shit. I see your head up. I'm saying that I just wanted to make the comparison
This is and as much as people I know don't like the friends and don't like Gary
This is why I was so bullish on his Masters of the Universe collab right because
of what Chief just said it didn't matter like I collect anything Skeletor I don't give a fuck
if it's for the Dollar Tree I don't give a fuck if it's some fucking McDonald's toy if it's Skeletor
I'm gonna cop it so even if I didn't know what vFriends were or didn't know what you know anything
in Web3 was bruh that fucking Skeletor collab fucking two-piece thing is so fucking
sick like i would have bought that regardless and i think you know i've even told luca this
myself like i think more brands need to do these like kind of other licenses uh you know not just
like try to do everything themselves like doodles and all these other like there's already so many
cool licenses that you can get for so cheap right like like a lot of brands went to the licensing expo like they were there so yeah i really want to see
more ip and web3 do more collabs where you're getting people from collectible worlds on the
other side and it's not just relying on the web3 ip itself go ahead sam yeah yeah chief um though when i first seen you post those things i you know me
being at janex i was like what the hell is that but um i mean can you do will they do they sell
them at walmart and places like that okay so they only sell them through a store called pop mark
okay okay and plus i i hope that, um, and I just,
that was good what Scott said about He-Man.
I mean, Skeletor.
Because in places like where I'm at, people
don't generally hear about, well, you know,
normally they don't know, maybe the younger
kids, but the tie to
the Web 3 part of it, they don't know about.
But also, um, I hope
for the penguins, you think
they'll catch back, you know what I'm saying? Start catching back on? Yeah, I hope for the penguins, you think they'll catch back on?
Yeah, I think that the penguins themselves have a good opportunity to kind of hit all these avenues.
And the fact that it's not all going to go back to the NFT.
I mean, that's the reality.
If you expect all of these things to make the NFT price pump, it's not.
But they're hitting everything on all fronts, so to speak.
They have three different games going on.
They have all of their plushies.
They're trying or talking about doing this blind box thing.
If they can capitalize and get these blind boxes produced while this Popmart craze is going on,
they have a chance to take advantage and ride the coattail of that virality and actually break through, right?
Because it takes someone that's doing box breaks of LaBuboos. It takes someone that's doing box
breaks of this to just have a case of these land on their desk and just go through the motions,
right? And someone's going to go and try to buy LaBubo and it's going to be too expensive and
they can't get it. It's impossible. And then he's going to be like, well, what else did the guy rip on stream? Oh, look at those. Oh,
you can get one of those little penguin things, right? I mean, we already saw the pudgy penguin
clip on, on Justin Bieber at one point. So it's, it's had few glimpses, but it wasn't popular at
the time, right? Like wearing charms wasn't a thing when Justin Bieber was photographed with the pudgy one.
It was just people saying, oh, this is Justin Bieber being Justin Bieber, being weird, gay, whatever the hell you want to call it.
Now, there is no judgment on that.
Now it's, oh, look, it's a charm.
Oh, look, it's a LaBubu.
Oh, look, it's that.
So I think that it's all about timing.
And you can't time timing, unfortunately.
So that's why La all about timing and you can't you can't time timing unfortunately, right? So that's why labuba work 10 years later
Someone happened to grab it who had influence showcased it and then everyone just oh well, what does she have?
Oh, well, I actually like that character. Oh, it looks good and then you you know go down the rabbit hole so
It took 10 years so I know Sam bought a bunch of those uh bunch of those so yeah sit on those bro said
all these collectibles are cheap right now from pudgy penguins if pudgy penguins is gonna have a
la booboo moment it's probably gonna be in like 2035 so 500 that's why it's so easy to not give
a fuck about nfts because real collectibles bro you buy it and that's it like you you come back
to it maybe five ten years later and you
just hope and pray that it's worth a fuck and if not you're like oh this was a great time haha
remember when i spent thousands of dollars on uh these dumbass labooboos i mean that's that's the
world of collectibles i mean you guys laugh i mean i'm just telling you that's what it is
and so you just hope and pray that these become something and that's why it's so
easy though for nfts i buy shit i like and if i don't i come back and oh i had a good time spending
that money it was great but you're not fiending for it right because it's a collectible so
right the 12 o'clock mark chief if you want to go a little over and talk about something oh yeah
we'll just keep posting some stuff before but I mean, we got caught up in the conversation. So Circle goes crazy.
Rises 200%.
Was sitting at $31 after IPO and now is at $94.
So GG's.
I mean, I don't even know if there's really an explanation besides that, right?
And that's a win for the normies that participated.
Earlier, we had a crazy sale
of punks, 16 punks selling for a total of 930 ETH, all sold in one single lot for $2.4 million.
Congratulations to UX. I don't know if you wanted to tell everyone that you bought all of those but GGs
Next a couple things just kind of dropping the lowdown since everybody loves yapping and I know a lot of us have the puff paw
Puff paw dropped a Kato yapper leaderboard and they're actually on a tear themselves
I think that they're getting closer to TG
I think that they're getting closer to TGE, but the passes are up almost 100% in the last two weeks,
But the passes are up
and they have now announced that they're doing a Cato leaderboard.
So for anybody that does have a puff paw, or if you'd like to learn a little bit more about it,
or you're a yapper, there's a new leaderboard up there for you to try to farm and participate in.
It works pretty well. I mean, now I'm, you
know, puffing on mine. I got a new case in and flavors are good. And it's interesting, right? I
mean, I got homies who vape like religiously and who were very curious to see the device,
to taste out the flavor, to just see the possibilities behind it. Ultimately, there's
no money attached to this yet, but there will be once they hit TGE. And so I also thought what was most
interesting were the comments, right? No one is seeing this as a D-Pen item, or no one is even
seeing this as a data vehicle, right? People are like, oh, look, it's Web 2 trying to come into
Web 3 and make smoking cool and smoke to earn. But in reality, like the earning part is so
minimal. The earning part is just so they can farm your data. And that data is actually worth
millions, if not billions of dollars, if they do this correctly, right? I mean, if you're not just
here for this small pump of, oh, TGE, and we're good. I mean, you can aggregate data for over the
next year and have a subset to present to hospitals or anything like that, like that's million billion dollar contracts, right? So I think that's where you got to look at
when you when you start to factor in deep in when you start to factor in what they're actually buying
and selling. It's not always what we see and what we're using. It's kind of the back end, right? And
that's one of those things that Scott always talked about coming from that deep inside was
what's the data worth?
Well, this data has been gatekept for the last, let's just say, our whole lifetime.
So I'd say that someone out there is willing to pay a pretty penny to understand how often you hit your vape, what kind of nicotine you are, how many times you reorder pods in a week, how many times.
You know, so it's just metrics that no one's ever been able to track.
And when it comes down to big tobacco, they've paid to take that off of the market can you imagine what they would pay to actually see and have an insight of how it affects or how they can improve
marketing so just something to consider when you're yapping for this if you're gonna go down
that route uh i saw the comments and a lot of people are just not getting it right and i think
it's more than just oh vape to earn vape to it's more than just, oh, vape to earn.
Vape to earn is the Trojan horse.
Just vape to earn and that's cool.
So, go ahead, Sam.
You unmuted real quick.
Guess not.
My bad.
I hit it by accident.
No, you're good, bro.
Hey, Sam.
I hit it by accident.
My bad.
Hey, no, I just was going to say with this PuffPaw thing, man,
you know how boardrooms work,
and you're already seeing what is that huge,
where you, you know, like in Vegas,
where you have the little portable bank chargers that, you know,
you put your credit card in, and then you borrow the phone charger,
you know, for a few hours, you bring it back uh piggy oh piggy bank that's it dude they're fucking cut they're they i don't know who told them but someone said yo look you already do this
you know millions of deployments uh in web 2 what if you had an incentivization layer with a token
uh for people that want to deploy you know
these these cell phone chargers themselves and if you if you're getting somebody like piggy bank
you're seeing uh with the one you just talked about puff pod get acquired you're seeing that uh
the biggest distributor in vapes vape labs you know making one um we don't think deep in is a big deal now but i guarantee you this this this uh flywheel
will keep on going and then one of the big guys will be like oh all right let's all go in because
you already saw like at&t they're already doing the data offloading with xnet oh well i was
impressed on that what that natix got that partnership with lyft and you know i was always
under the impression of when it gets these big companies, they're just going to buy them out.
Right. And it's OK, cool. Your data is awesome. Let's just buy your infrastructure.
And I was more surprised that Natix didn't sell out and they're actually just selling raw data to them.
Right. And it's like, OK, so now this is makes this whole deep end thing real.
Because, I mean, ideally, we've seen this acquisition of, oh, you have a better tech stack, or you know how to do this better.
Let me just buy your distribution routes.
But it was always, will these companies, these small unicorns, these startups say no?
Like, you want the data bad enough to the point where you're just going to fund us providing you data and improving the data stream,
you know? So yeah, that was one, I guess, to me, the moment of, okay, this can work.
And these companies aren't just going to be bought out. Cause my thing is like
a helium or something like that. I mean, it, all it takes is AT&T coming in and say, look,
$5 billion and HNT and all that shit goes, I mean, it goes to dust. It doesn't even matter
how long it's been coming. They're going to sign that deal. AT&T comes in and says, well,
we don't want none of that. So sorry, we just want all the network that they've set up
and it's done. So you need to have that ability of, well, the data is actually what's valuable
and people leveraging that rather than what's already the network that's been pre-established. I think lastly, the only thing that I got is Alkines, right? For any guys that
were interested on the Bitcoin side of things and Alkines, the new token standard, ultimately,
you can go through oil wallet. I would suggest utilizing oil wallet just for the check-in feature, right? Because you get to farm the XP and stuff like that.
But Unisat is a little bit more familiar for people.
And it's an OG wallet, right?
That most of us have already set up or have used.
It has a full Alkine suite and module built in now.
So for anybody that wants to dabble with alkynes and you want something a
little bit more familiar you're kind of scared you don't want to use a new wallet because i
understand that importing exporting etc you can go ahead and just go over to unisat check that out
and participate with alkynes directly there anything else you got x i just can't believe
that a twitter fight between elon and and Trump is making the market go down.
Tesla's down 9%, Bitcoin down to 103%.
Oh, shit, dude.
It just shows you how immature the market is still.
A few tweets from a few individuals can capitulate a whole stock market and capitulate the crypto market.
So we're still early.
If this is the case, typically this kind of stuff wouldn't happen if we were a mature market but uh yeah they're on a spite they're on a twitter
battle uh trump's calling him a grifter for uh the ev mandate uh trump our elon's basically saying
that he wouldn't have gotten elected without me so fun fun times um one tweet away from the market
capitulation so i guess take profits when you can can Like I said none of this ever lasts forever. So guys
Be risk averse take profit in the stable coins because all it takes is one tweet from powerful individuals to take a market like this
So appreciate you guys stopping by and we'll be back tomorrow
Yeah, at least we know bro that I mean the thing is it's like yeah
You can you can slow it down, but the train can't be stopped
So that's the beauty about this right the train can't be stopped. It can be slowed down. It can be accelerated
But I mean once it got actual set to motion and mind shares there, I mean there's no stopping it. So
Riding it out these next four years is ultimately the plan right and then seeing where the dust settles after this whole
being controlled by a
phone and a tweet uh appreciate everybody that stopped by appreciate everybody that contributed
huh james james winn got liquidated for the eighth time uh with that tweet too so
stop sending money to this guy guys stop donating to james when he's not going to create a meme coin
no bro this is not his money that's that's another thing. That's what reinforces this narrative of this being a marketing spin.
So this is not his bread.
Anyway, we do this Tuesday through Saturday 11 through 12 central, 1230.
It just depends on the conversation at hand and who's on stage.
After the show's over, there will be a thread that goes out.
It covers everything that we talked about.
Use it as a resource for you to do your own research. And that way you can figure out how
to actually execute on these things. Appreciate everybody that comes out. It's TDA or stay poor.
We'll see you guys in the foundry and catch you tomorrow. Y'all be safe and have a good one. Thank you.
