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THE DAILY ALPHA โป๏ธ
Recorded: May 2, 2025 Duration: 1:52:00Space Recording
Short Summary
In a lively discussion, crypto enthusiasts explored significant market trends, including a historic stock rally impacting crypto prices, the successful auction of NFT art, and the implications of institutional investments in Bitcoin. The conversation also highlighted upcoming projects and hiring initiatives in the crypto space, signaling a dynamic environment for innovation and growth.
Full Transcription
Thank you. There we go.
Appreciate you guys.
Love you guys.
It's the Daily Alpha.
We host a space Tuesday through Saturday from 10, 15 to 12.
Looks like we got the purple plus sign today. That will just require a retweet, so no comments,
I guess. I guess you could figure out the comments. I can never figure it out, but
all the stuff that we talked about yesterday is pinned up top. Allison's thread, which covers
pretty much everything we talked about, and thentonio our clipper uh is back forgot to
retweet his uh stuff yesterday or the day before i was had notifications turned off so i retweeted
both of them um you guys can give that a follow give him a follow turn notifications on for both
of our creators we really appreciate that and today's the last show of the week so we won't
be here tomorrow so if you guys wanted to come up hang out this would be the
show to do it it's the markets pumping bears are in disbelief it's a great fucking it's gonna be
a great weekend it's gonna be a great summer so you guys uh want to come up and hang out and
shoot the shit with us um because we'll be off until uh tuesday so this would be your opportunity
to do so so we appreciate you guys we love love you guys. We're going to crack in. How we doing this morning,
chief?
Doing good.
Let's go.
Good day.
Yeah,
bro.
Just chilling.
Same old,
same old surviving,
thriving,
you know,
I'm just going to stop basking.
You're,
I mean,
you're a good deal.
Nah,
I just,
it's,
it's nothing really changes over 24 hours like that.
You know,
I mean,
unless we dump like crazy, but yeah, I mean unless we dumped like crazy
Pumped yeah, the most it's ever pumped since 2004. I mean, it's not the same old days
It's actually anomaly and I think it's actually what we talked about yesterday
When I was telling you guys about possible trade deals with China coming
China coming up. And it looks like there has been some negotiations in the background and China
Coming up and it looks like there has been some
has slowly leaked that they are, I guess, taking some off the table with the goods. I think it was
like food or something like that. Let me find the post itself. But I think just the negotiations
itself is kind of easing. The tension's kind of easing.
And that's leading to the market pumping a little bit. And I saw this from
Wizard of Soho this morning saying this is basically the craziest pump we've had in a while.
So he says this move on stocks, which has resulted in a huge pump in crypto, is basically one of the
biggest moves in over 30 years. Stocks haven't rallied like this back to back for nine days since 2004. Just to keep in
mind, this is a historical move. So we're going to say it's same old, same old, but we haven't had
this kind of pump in the stock market in 30 years. So I don't think today is the same old,
same old. But for us, it is. Sol's still at $150, hasn't broke range.
ETH's still under $2K, hasn't broke range.
Bitcoin hasn't broke range.
I mean, like, for our world, it is the exact same.
I mean, we can talk about this idea of where they run together, but they, I mean, they're not, right?
Ideally, we would have had a nine-day run on Bitcoin and everything as well, too.
And we've only had about a week or so.
And even then, we're up 4% since last week. So, I mean, yes, it is good for the rest of the world in that sense.
But the idea that these are 100% correlated, we're starting to see that in the sense decoupling
in both ways, in the positive and in the negative, right? You see a little bit of the Bitcoin rally,
you see Bitcoin dominance at an all-time high, but everything else is still roughly the same.
It's the rising water kind of or tide rises all boats kind of thing.
And that's where Seoul and ETH are.
They're not rallying because it's all season.
They're not rallying because there's news or direction, right?
right this is all just a proxy of bitcoin slowly moving up and then this is uh china quietly
This is all just a proxy of Bitcoin slowly moving up.
exempts u.s goods from tariffs covering around 40 billion worth of imports in an effort to soften
the blow in the trade war on its own economy bbg so yeah we're kind of talking about you know
there's possibly some deals heading in and you know china last week's like we're not in any
negotiations uh we're here for
the long war. And that was all FUD. And that was all just gaslighting. And there seems to be some
negotiations in the background. And I think now people are kind of pricing in the fact that there
are negotiations and it's looking like the worst is behind us. And if you just look at, there's
really positivity in the ETF sector, where we've had a lot of ETF inflows.
And I think that's something that we weren't having when we were getting funded out where we have selling in the ETFs.
And now it just kind of looks like Bitcoin, if you're looking at the price, is kind of trading similar to just a regular ETF now where it's kind of slowly grinding up slowly but surely.
similar to just a regular ETF now where it's kind of slowly grinding up slowly but surely.
And it kind of is making me think that, you know, maybe this four-year cycle's over
and maybe now Bitcoin trades more just like a regular traditional stock in which that will
kind of limit the upside, I feel like, but also limit the downside because it's going to be
trading similar to like any other commodity. So I think we probably won't get an 80% pullback
because of this,
but I don't think that we're going to go ballistic
up to have these banana curves up to 300K also.
So this is great for the asset class,
but for less stability,
but we're probably not going to,
we're having diminishing returns now here going forward.
And I do think we're probably going to be
more of less four-year cycle
and just more just grinding up slowly but surely
and just have you know a longer consolidation phases and less banana curves is kind of what
i'm seeing so we'll see how it goes well i mean we have four years but i do think the four-year
cycle is over um i think now with the asset like this asset class like this where you have a bunch
of people like blackrock and a bunch of other people um i think this has
to trade more like a stock than uh like it has been in the past and we'll see where it goes from
here man so i thought that was pretty bullish uh just kind of looking at today's stock market and
just seeing everything going on so what's up emlo what's up lord how we doing this morning guys
appreciate you guys coming up what's up emlo doing great um do you see that grant youn ended up i think was he made like 500k
off the sale of 20 pieces yesterday yeah let me pin it up let me pin it up so everybody could see
it i got it from rd um so yeah fucking crazy uh spaces grant youn with fellowship trust closes 20
artwork auctions for 250 eath, 471,000 in total.
So GG's the grant, bro.
Fucking, I really started to notice him when I was doing research for the proof drop.
I think it was the second season or third season.
And he was kind of getting exposed there.
And I think he was part of that.
And I just started like, you know, that's where I got my art kind of savvy back in the day.
I was doing that when no one was around. And he's been just like killing it. He's one of
the top, one of the top artists. And this kind of shows, you know, your point is that we need
these artists and stuff to, and these, you know, crazy artworks to start getting FOMO first. And
then that kind of trickles down into our other entities, sort of like, I feel like the artwork
scene is sort of like Bitcoin. And once that starts running, then you start
seeing the NFTs and other collections
kind of trickle down effect where that profit
and stuff possibly goes into NFTs.
So it fits your thesis.
Not just that, it's also to
the point where when those
big ones stop doing
that huge run-up, there was
definitely a time where you could have gotten a
grant piece for like, I don't know know i definitely saw a one-of-one sell for like four or five or six eath
like two months ago and some of these one-of-ones uh yesterday sold for more much more than that
and these are ai pieces that he created so it all has to do with like attention and um
the the other thing i was going to say is,
okay, now you have attention on the top players.
Once there isn't such a big delta between making...
There's only so high that these can possibly go,
and there's only so many people that are willing to spend
a million dollars plus on pieces of art.
So at that point, then people start going to the next level
when they get priced out of that top level
and start seeing more like opportunity
between those smaller artists and the bigger artists.
Like run-ups like this,
I mean, some of these people might sell the art piece
and have a whole bunch of money in their pockets
and some of that money might flow down into cheaper things. So it's good. It's good for the whole space to kind of see,
you know, the market moving and, you know, artists, legit artists selling out artworks at this price.
It just kind of kind of shows you that the market is turning around here and sentiments changing.
And I think, you know, the people that left in February and and others are kind of changing
their mind and cycling back i saw the sentiment
uh just in general uh as turned neutral um in everything so sentiment is shifting fear and
greed index is up 44 points from its recent low to 48 neutral so the s p is currently up eight
800 points from april 7th and that's 17 in in trading days and an average 400 billion in the market cap
per trading day. So kind of looks like retail that got shaken out, is finally coming back
and kind of resulting in this kind of this upshift in May, which we haven't seen in the past three
years. And I've been selling this sell in May and go away thing for a while. And there's some data here suggesting that Mays on
having years have been positive. So sell in May and go away doesn't apply the year. Oh, it's the
election, which I guess is the same year as the having. Sell in May and go away doesn't apply in
the year of the election. May holds the highest win rate of any post-election month over the past
50 years. 85% win rate and average return of 2%. So on election years, selling May and go
away does not happen. So kind of leading up to buy in May and go play, like I've been saying for
the past year. So pretty bullish. I think we're gonna have a nice summer. And finally, baby,
finally, finally. What up, Lord? How are we doing this morning, brother?
BJ, BJ. I agree with you. It's looking good's looking good dude i like it i've been saying like for a minute waiting for this china stuff to cool off i want them to uh also compete
with ai bro i want to see massive infrastructure being built in the us of a and uh pump the economy
with nuclear power plants and fucking ai factories and shit i don't know i'm bullish as fuck same
i don't know about summer like i think all summer
and then end of uh end of summer especially i'm personally really bullish on we'll see but yeah
it's nice to see like art getting like catching eyes bro um art on bitcoin by the way uh coming
soon i'm assuming is gonna just go crazy like a lot what kind of art on bitcoin though is is the
question because right now all we've seen really pop off has been PFPs and maybe some generative art.
I haven't seen that much one-of-one or even animations or things like that because of file size restrictions.
Yeah, so I think generative art specifically, I think a lot of it's pretty slept on.
Like LIFO, FIFO has done a lot of really good stuff for generative art in general, like OCM dimensions kind of like started out, uh, when
they put out their dimensions, they put a bunch of like libraries for generative art to like live
on Bitcoin. So you could point to those recursively and like put your art there. Right. Uh, but it was
pretty difficult, but, uh, with like life O's tooling, it's a lot easier, basically. Specifically, the one he put, he put like a P5JS library out the end of December, like
last year.
And like that is a lot less work to like put generative art that's made on P5JS specifically.
So I think that there's a lot of generative artists that could put their works on Bitcoin
and should like do that.
And I know that he would like help them do that.
So I think that the infrastructure is being built basically for generative art by people just
inscribing these libraries and giving other people the opportunity to inscribe their arts a lot
cheaper um that part so i think generative art will see like a major boom in bitcoin
nfts down the road and i think like now is probably the time to focus on it if you're an
artist to put your stuff we're a big hit at marfa right at marfa you had a lot of the um a lot of
artists that we know right went out there and kind of just advocated again for bitcoin ordinals i
mean that marfa crowd is a lot of the art blocks people right it's a lot of the ogs and the gen
and so to have them and
see other people that they're used to seeing going to these Marfa trips with them and kind of start
advocating for Bitcoin, at least push them to look in a different direction, right? And I think it
also helped that this last Marfa, a lot of the artists have already at least dropped one or two
pieces over there on Bitcoin or have dabbled with ordnance, right? So it made the conversation a little bit easier than in the beginning. It was, oh, look at these guys trying
to show us, you know, another chain or whatever it may be. And then now let's two years later,
you're still talking about ordinals, but most of them can give a personal experience of whether
they dropped a piece, whether they're a part of like a curation, the Gamma summer pass or something
like that, right? So they have a personal experience that they're a part of a curation, the Gamma Summer Pass, or something like that,
right? So they have a personal experience that they can throw in there. So I think that that
and just having them together for those kind of conversations is slowly going to get the ball
rolling again for the actual artist side of things, right? And then you start adding in
art blocks, taking it seriously, them starting to consider inscribing an engine and going that
route. So I mean, I don't think
that it's far away. But once again, this art crowd doesn't necessarily move at the speed of trends,
right? I mean, art is naturally slower, it moves on. If things are spotlighted or attention and
groups and certain people don't even care about that, they look the opposite direction. So it's
very hard to predict, right? It just has to be the natural collector crowd, right? And we don't really have that yet, or we're slowly acquiring
that on Bitcoin. Too many people are buying with the expectation of receiving their money back at
some point or initially, and not enough people are just buying to buy, right? When we get to
those people that are buying to buy, not because they don't like money. No, you just buy to buy
for now. And eventually the money part, assuming that this continues to go not because they don't like money no you just buy to buy for now and eventually the money part assuming that this continues to go will show up and get there you
know so yeah i think the one one thing that i've heard from my artist friends on why they haven't
dropped full-scale collections on bitcoin besides the high fees is because the attention is very
much towards the hype as opposed to the quality and like that is a huge
problem that i think like ordinals needs to overcome if you want all these big artists coming
because if people are are hyped over dog shit like and and are ignoring much more high quality
releases then people aren't encouraged to come to bitcoin yeah i think that it
takes time personally i agree with you and i think that like honestly i think the btc ordinal
ecosystem just the whole thing i think it's generally dog shit i think most people that
are in there are there for the pumps and an exit and yo i'm personally going to vegas just to see
how many motherfuckers are not there you know i've been to i've been there for the last
two years at every single event i am now going with the sole purpose to see which one of you
are no longer here and now i understand why they all had to make new names when bitcoin came out
like it's all starting to make sense because can't hold a job can't can't hold
a skill or a
passion for longer than two years so well if they're not even on the timeline then you expect
them to be at a conference oh but i'm going bro just so i can document it bro there are four
events at bitcoin conference this year four events for the number one bitcoin year we only got four
fucking projects that i guess had enough money to have a presence i don't
even fucking know uh shut up puppets for like self-organizing and like doing yeah but i mean
like that's crazy bro i mean we used to have 15 20 y'all were fighting for days to throw parties
flexing your money and your bags and your yachts and now we got four i don't want to see no list
you don't come at me with no list in vegas bro there's you think
hawk 2 girls gonna be there you think doc hollywood do you think doc hollywood and hawk 2 are gonna
be there probably bro uh look doc hollywood was like people early on telling me doc hollywood
was an ordinals g like my point is is that ordinals got pumped to the tits and dumped to
the tits bro like so like yeah the whole ecosystem kind of a hard reset and kind of full
of a bunch of bag holding assholes and or idiots and kol retards so like i don't think that that
changes the fact that like you can immutably store anything on oh yeah 100 and like i i agree
with you that it needs a lot of uh it needs a lot of work to be done but there's very bullish things
happening on an infrastructure level and a lot of like good investments going into it and vc funds like
actually paying attention a lot of like art houses and stuff like that it's it's gonna be messy
but like so is everything else here so my my my ultimate conviction is that like good things will
stand out in the long run and like there's like obviously i see what you did there but like
i see what you did there i wasn't you did there lord i actually wasn't doing shit i'm just fucking
retarded but uh no point being is like yeah it sucks right now and then it's it's gonna take
time and there's a bunch of fucking stupidity on ordinals of course um and bag holders like you
got bag holders everywhere and shit's gonna just be gross uh when things are down but there's cool
stuff happening there that i
i honestly think is worth looking into and if you're an artist why would you not want to put
your shit on bitcoin like i i love generative art i just do so like what lifo is doing is actually
like amazing to me and it's one of the best things that has happened in this space and like what he's
built here is fucking ridiculous and most people don't
even care you know what i mean like because they're not paying attention to that kind of
stuff that's going on but to me it's like dude if like you're a generative artist why why would you
not be paying attention like there's people inscribing the libraries you use to create
your art on bitcoin so you can now put your art on bitcoin very cheap like that is really good
and that like literally that library was
what end of last year. So there's a lot of cool stuff you could do right now while things are
not great. And I think that like setting yourself up over there is probably a good idea. Like if
you believe in the ecosystem as a whole overall, but it's absolute dog shit. I'll be the first to
admit it. And I'm a fucking Bitcoin puppet. Well, wasn't, wasn't that wasn't the plan was that like
Bitcoin is going to be, this is a Bitcoin cycle and everything under the Bitcoin ecosystem is going to go up in price.
And like we haven't fucking seen that, dude.
It's because everybody's underwater for fucking shit.
So I do think if there's going to be anything that actually succeeds in this space.
Yeah, but what about runes?
I'm just saying everything's underwater.
It's all liquid.
So I'm saying like if anything's going to like pump in this market, it's going to have to be something new, organic. It's all liquid. So I'm saying, like, if anything's gonna, like, pump in this market,
it's gonna have to be something new, organic.
It has to be community-driven.
I was saying, Ruins had a... Like, okay, so we had a fucking...
Now, they've been cooking, bro.
Ruins are back over seppuku level.
Yeah, I mean, there's just stats that you gotta look at that,
yeah, people are down bad, but once again, art isn't about being down...
I mean, actual art, all those motherfuckers are down bad. That shit's illiquid as fuck, but it's about consolidation and new
participants. When new participants enter our ecosystem, then the problem is solved,
but until then, there is not enough people to continue buying the same shit or stacking the
same shit. Like, it makes no sense for me to own 15 of the same asset class and be down bad 15 times x
right i mean maybe one or two because i have conviction but at the end of the day it also
logic comes into play so we need more it's just people all of the answer to this is actual people
and then everything else falls into play but until you've got new people things can't consolidate
yeah that's the only way that things consolidate.
I don't think you remember.
I mean, not I don't think you remember.
I don't think many of us remember how NFTs really broke out of our echo chamber last cycle.
And it was because of Bored Apes going on Jimmy Fallon and all that other bullshit that people were talking about apes and talking about NFTs and talking about punks and talking about a lot of
other things that we're doing here and people 69 million dollar sale or whatever all of that stuff
combined is what got nfts to break out of this ct echo chamber right now ordinals haven't really
broken out of that echo chamber grifters have come in but no like nobody else has really come
in from outside like i haven't even broke through the crypto echo chamber. It's the it's a siloed as Bitcoin one
I mean, I mean to be honest like we're tiny like actual or that's why I said bro
Don't pull out no fucking list in Vegas, you know, everyone there knows each other by name
I don't want to see no list no luma. No. Did you get a pass? You're lucky. I'm here
Shut the fuck up. Let us in stop with the lines
Like let's be honest
There's only about 200 of us here and if no one's gonna say it I will but there's only 200 bro
No list no Luma. Don't ask me if I hold shit
Be glad that I still believe in ordinals and that's how we move
Bro, it's gonna be at the event all by himself. Like what the fuck? There's no one here
Miyagi you came up here a while ago.
What's up, my guy?
I was thinking about you yesterday, man.
You know, it was Donda 2 dropped.
I didn't even know it dropped.
And there's a song on there called Mr. Miyagi.
And I was singing.
I was like, dude, I should send this to Miyagi.
He has a whole song on the fucking Donda 2 album.
So let's fucking go.
Miyagi is actually Kanye's cousin, contrary to popular blues.
GMG, guys.
Hope everybody's doing well.
I just came to listen in. I had some
time today. I'm doing some spreadsheet
work, so I wanted to listen in.
It's been a minute.
I didn't even know that Kanye dropped an album, so
I'll definitely check out the songs.
Me neither.
I like the conversation, man.
We started fucking doing
ordinals, man. You guys were talking about all this shit.
And I'm just thinking about like bitmaps and fucking like buying full mojis and booze all that time ago.
And it's just crazy how fucking time flies and how things change.
I mean, I'm still bullish on the ecosystem.
Like I still hold a bunch of runes and stuff like that.
I just know that like nobody's coming to save the day anytime soon.
And I'm okay with that. I just know that like nobody's coming to save the day anytime soon and I'm okay
with that. But it really is one of those things where like over time, you know, I think the
ecosystem will expand naturally. Like with all this interest, like all these big corporations
and all these entities coming in, that's going to like make people like think a little bit more
about Bitcoin. And like, obviously it's in that price range where like the average person doesn't realize like, Hey, you can just buy a couple sats every day, you know, throw a
little DCA order on fucking Coinbase. People don't really realize that. So like if we were to hit a
bear and, you know, hit the like fifties, forties, sixties, that's when people, you know, I think,
I think that's when like, you know, the accumulation will start to come in from like,
like more participants. I just think Bitcoin being as high as it is like it really turns off retail and then like all this
the quote-unquote scamminess from like like solana and stuff like that people aren't really interested
in crypto right now especially like i don't know just like all my my normal network outside of the
crypto bubble like a lot of people don't seem really interested obviously you know we're in this shit we know what we're doing but i really think like over
time it should expand but uh no i love the conversation you guys do you think that that's
because crypto is too high or because crypto is too low i would argue that like if bitcoin was
150k then all of these mfers would be hitting you up i think well i think like by that point it's
too late usually like usually like for instance like the market did a terrible downturn the past
three months and that's when like trump was posting about it he was talking about he launched
the meme coin everybody's in on it so people get in on it they get burned right away and then like
they just turns them off for a certain period of time and it takes like the
average person to like kind of refresh and forget to then get back into it and like i know ethereum
was like a huge thing a few years ago and that's doing you know not performing very well so like
for the average person like in my mind like they're like oh cardano xrp ethereum and bitcoin those are like the four right because
that's what like all the normies are into and like literally none of them are doing well except for
bitcoin so like for like i said so that's why if bitcoin's almost 100k and they're like well i don't
want to buy ethereum anymore because it doesn't look too good i don't want to buy cardano i want
to buy this then people don't really know what to do and when people don't know what to do and
they're not interested,
it's like hard to get them involved.
And that's just kind of like my thoughts on it.
I agree.
Like, where do we make the money in this space?
It's on Solana this cycle.
And I mean, if you're not trading meme coins, you're leverage trading.
And so I think last cycle, like it was on Ethereum.
There was gas fees.
It was more nfts and that was easier for people to hold and have conviction uh just because it was kind of slower
pace but like if the only way you can like we're bringing new people into the space they're looking
at like pnls and they're like dude this is a quick get rich screen and it's true meme coins you can
get rich screen but on solana you literally have to babysit this shit and look at the chart for like every second of the day or there's be a new coin that comes out that pvps and
it goes to zero so it's like how is retail going to come in here and think that they're going to
get rich when they have to babysit their bags for every second of the day and they're all going to
get rents like even the best traders in the space get rents if they're not watching the charts every
day so it's not like a great place for new people to come in right now and until we
can't do it passively which was the biggest issue right a lot of the people for normies that's what
catered nfts in that run was that an average joe could spend let's just say five minutes a couple
hundred dollars or maybe grand buy a picture and it went up in price within a week or a month If the asset class that people are trading now doesn't trade that way
And so it is not a passive one
It's one that one you either have to understand how the space is moving and that this is different faster
Right or if you try to play it the same exact way you get burnt and the little bit of money
You had to degen to have fun experiment or whatever
goes into miyagi's point right bad experience i'd even further argue that like most 95 of people on
ct would do better just dcaing into bitcoin and like just like letting that sit and like people
that are in the trenches a lot of times are just i've even have made this mistake myself over
trading and you you over-trade
on the good shit, and then you over-trade on the bad shit, and then you end up holding the bag with
shitty coins and not as much soul as you started with, if you're not a great trader. And I've seen
that happen across the board a lot of times, especially when the market is as turbulent as
it is right now. That said, if you look at like moon pay and what they're doing with moonshot those top coins if you invest not invest
but if you like throw money at some of those top coins that are just trending for the normies
that's a better way to make money off from shitters than just going and aping every 5k shitter
shitters than just going and aping every 5k shitter double you came up here go ahead yeah
go ahead double my bad dude yeah i hate to break the bad news to you guys but uh you know we are
retail we are the normies the cabal has cashed out um and now we just have to wait for them to
rotate back in we cannot maintain this on our own okay so. So that's the news, right?
There's never been one time where a normie has been here.
I just want to let you guys know that.
Double, you weren't a normie at one point?
No, I'm saying we're still the normies.
We're still the retail, right?
Yeah, we're the freshman class.
There's nobody outside of us right now.
We're seniors now, and we look back, and the school is not filled with anybody.
So there hasn't been a new retail to show up uh yet and until there is we're still the normies that
we're just educated normies right so right right exactly that's sort of what i mean like there's
there's there's not like a wave of like new people are going to come in at this point in time and
bitcoin is at 100k and it seems like people don't really care they you
know they cared a lot more when it was at 20k when it was that right than they do now at 100k which
is strange because i guess now they just put it into their they don't have any money dude everybody's
bankrupt how are they gonna yeah it also hasn't hit 100k on their radar yet because they only get
the notifications when it crosses that threshold so they don't look at it every day and say oh it's at 95k or whatever they only get the
notification from coinbase to their emails and all that other that they signed up for in 2021
when it crosses that threshold yeah i mean it's it's sort of feeling like a little topish right
because they don't feel like getting in now is going to be an exponential gain right if you get in now at
100k like what what do you like if i dc into bitcoin now what what could my return actually be
that's better than the stock market that's what but that's what i'm saying no it's not go down
they go down the risk curve and they try to go meme coins and they lose their ass in a day and
they leave again so it's it's like, retail can make
money is totally different from last cycle. And it's a short, it's short and quick and they're
out and they're, and they're bankrupt instantly. And so they're not coming back. So.
But what I guess what I'm saying is like, retail cannot function without the big money pushing it
forward. Right. You're not going to make money as a retail investor when there's no one backing
you up. Right. Just like the reason why ordinals are down is simply because all the money left. The big money is gone. And I think that had
to do with Solana. Because if you remember when Ordinals blew up, it was a lot of the Solana money
coming over to Bitcoin and Ethereum people coming over to Bitcoin. The NFT people moved over and
put all their money in. And then meme coin season blew up and all the money just flushed out.
So we have like a certain amount of money that moves around between these different
chains or assets. And once that money moves out of your asset, that's it. It doesn't matter if
you have the greatest artwork, the greatest game, maybe the greatest Ponzi will work for three days,
but that's about it. We have to wait for that money to rotate back so you just have to follow the money right and right now there's no money
it seems like everyone cashed out it's especially the money's institutions it's in bitcoin right it's
the it's the etfs and so that's the ball of money right it's all right it's all going into the etfs
now which is what people are saying that they want but is that really what we want i don't think so
yeah man i'm just stoked doublepe is up here calling the top.
That has me overwhelmingly bullish and excited for the future.
Thank you, Double Ape, dude.
My bags are going to go so much higher.
The idea that retail can't make money off buying Bitcoin,
even right now, is absurd.
I mean, yeah, if you have a two-month horizon, no,
but an eight-year
horizon will go a long way i think crazy right having patience yeah retail has no patience
i'm not gonna lie like the patience thing though is the way like i dude i held i held so much
bullshit from before during the bear and then sold a lot of it like over the last year or two
right um if you're looking year like year after then yeah, it's probably a good idea to buy some ordinals is what I would say.
But like, yeah, nobody's here.
I agree with that.
Like nobody's fucking here.
Nobody cares.
And we probably are normies in this small fucking ecosystem of nobody.
But yeah, Pete, like what about fucking four years from now?
Like it's going to be a big different conversation.
Dude, puppets are going to be like 75 Bitcoin per puppet five years from now.
That's wild.
Well, just one of the things, if you ask a Normie, right?
Like, let's just say Normie knows you're in crypto.
And this is something that's happened to me.
And it's like, hey, I want you to invest.
And I'm, okay, well, how long, how much, well, when do you want your money back?
To them, a month, six months, none of that is normal. They're going to
come talk to you in a year from now and say, hey man, how did that money perform? Did you get me
the 10%? And so just the skewed reality that we live in, right, that the average Joe doesn't
expect returns within a month, doesn't have a time horizon of two months we do we're the squirrels we're this goldfish looking
for the new shiny thing but an average person that says that buys into the idea of either bitcoin or
investing to them they're looking at apy and they're buying literal apy accounts yeah that's
what i'm saying for years of putting into it and you're like hey i can get you 10 in a year holy shit you
know and it's one of those things that because once again the time horizon that we're used to
is definitely not normal so just put that in perspective too the people that we talk to some
of them are more sane than we are they they know that they're not going to expect the returns that
quickly we're the ones that just assume that they will and won and won't come.
But in reality, they don't have the money to do it.
It's all marketed.
Yeah, they just don't have the money.
Get rich quick.
Everything's marketed in this space is get rich quick, get rich overnight.
So when retail comes in, that's your expectation.
And then when you tell them to be patient at a year point,
like, fuck that, I want to make it overnight.
And then you're like, okay, here's mean points.
And then they lose the entire bag. Rinsedinsed rinsed but that's the whole point of
bitcoin that's the whole reason why everyone loves bitcoin dude the whole reason why everyone
loves bitcoin is because you can make a lot of money fast that that's why the whole no that's
that's why they like solana no that's why they originally like bitcoin the only reason why you
guys came here is because
bitcoin ran from what like 1 000 to 10 to 20 000 and everybody's like oh my god bitcoin that that's
the reason why you're not here that you can buy a fraction of a bitcoin nobody came into bitcoin
because you wanted it to be the new money or sore value or immutable whatever blah blah everyone came into bitcoin to make money fast that's not true
that's also not true i've been in bitcoin that's a hundred percent true
i don't know what the fuck you're so fast motherfucker yeah you got it to bitcoin
that was a yeah that was a board eight take because i'm here for freedom and uh whatever
that entails is what i think you know and whether whether that be Yeah, financial or what but yeah, not everybody here just for the money money is a byproduct
Financial freedom is making money. Financial freedom is making money is a byproduct if you're good at what you do
Plain and simple then get a job or open a business. I'm good at what I do
Trading go ahead Frank
Yeah, uh, so I think if you've been here long enough you understand it's a marathon not a sprint
um i think in a lot of aspects as corny as it may sound we're still relatively early to a lot
of this shit um ordinals aren't even that old uh we're in a situation and an ecosystem where like look at it right now it's like the states are just now recognizing all this technology and shit making it a lot easier for a lot more people to build. so many acts and that needs to be built uh the normies or retail or whatever you want to call it
aren't going to necessarily going to be coming in right away because we still don't have any killer
apps or anything that you can show to anybody and be like oh yeah you know this is crypto you know
it's whatever does this all of this it's still you know still got a long ways to go um i also think
emlo had a good point earlier about NFTs, you know,
it takes a while for this shit to kick off, but when it kicks off,
you'll know, and then it'll kick off real quick.
But it still took a while.
Look, like, look at punks.
Punks were out for a long ass time before anybody even really recognized them
and, like, saw the potential in them and then fucking drove the price up
and shit like that.
So I think there's still a lot of ways to go man just chill just yeah a lot of people are going to be here for the quick flips and
that's fine that's on them but you know if you're really looking for something you believe in
something then you know give it some time just and if you're you're worried about
missing out and get a promo get off the ct that's all it is like everybody has understood like Just fucking and if you're you're worried about
Everybody understand like trip to the long game not a short game
Yeah, I'm with you fast the transference of wealth from the impatient to the patient That is like the best quote I've ever heard and anytime anyone has an issue
Just think about that, right? If you if you're impatient something's wrong
You shouldn't be playing with that money plain and simple and then if you if you're impatient something's wrong you shouldn't be
playing with that money plain and simple and then if you want to then elevate yourself in order to
have more money to play with and continue to grow you know it's all about leveling up so
go ahead miyagi and let's keep the ball rolling
uh yo yeah no i actually wanted to kind of maybe pivot conversation. I wanted to, like, get some thoughts and also ask some questions about something, if I can.
Yeah, so real quick, pinned up to the top, just finish off this onboarding talk.
I think this is the number one move that'll kind of push us in that direction.
This was a big hindrance for the space last four years.
It was a big hindrance for game companies and just mass adoption idea and
kind of going along with what everyone just said on stage right frank there's no good daps they
need to be better distributed in front of people right so here we have apple fully removing uh any
kind of restrictions for crypto yesterday we talked about the microtransactions that were now enabled but this is the full
breakdown from apple itself and the guidelines specifically mention uh the allowance of selling
of nfts trading etc inside so says 3.11 apps in the united states storefront are not prohibited
from including buttons external links or other calls to actions when allowing
users to browse nft collections owned by others on the united states apple storefront there is no
prohibition on an app to include buttons links or other calls and actions no entitlement is required
to do so and the prohibition on encouraging users to use other purchasing methods in the app does not apply to the United States forefront anymore
so for kind of pushing this game fight narrative that we were also
I guess sure was gonna be the real
Onboarding mechanism, right? I mean, I would say four years ago. That's what everyone assumed would be it, right?
It would be games and music made the most sense yeah art's there but art has
always been a niche let's just say subculture of people but gaming and music and this was always
the biggest issue of getting some way of distributing or accessing people so just to wrap
up this conversation of adoption when will our bags go up people come in stuff like this that
doesn't necessarily make our bags go up immediately is the infrastructure
We were talking about that lays the groundwork for two to three years from now
Mass adoption and all this to kind of fall into play, right?
So we will start slowly start to see the effects of this
I think within the next six months you'll start having games come out on the App Store and it'll be oh
I'm the first crypto game on the App Store that made it to number one or campaigns for downloading them and stuff like that so i'm eager to see that and kind
of participate in that buzz it'll hopefully be like 2021 uh all over again but this time we'll
actually see games get made and and make it to apple make it to the app store and all that so
uh papa did you want to talk about this real quick before we go to Miyagi or?
All right.
Sorry, can you hear me?
Yeah, go ahead.
I was just going to say if like games and like conviction play and app straw, it's been a while since I've been here.
But like, how about Digi Degaku flipping a Zukiuki, mutant apes, steady climbing.
We're almost up to 4-E.
How about that motherfucking game, bro?
Get off the fucking stage with this bullshit.
All right, Miyagi.
This motherfucker, he ain't got a game in three years, bro.
Still just LARPing.
He's a Chipotle motherfucker, bro.
Come tip.
I hate game.
I was like, what was the insider information, Papa Digi?
Like, obviously, it's pumping.
You guys are just like the kings of insider information like what's what like what's coming down the line
another super bowl commercial uh a token standard that you're gonna have to migrate to bro i just
can't think of that pumping the collection though like where's that drive the value to the collection
why are they there they bought into a game four years ago that's not here why are they there
from the insider info info souvenir guy here,
like the guy that has all the insider information,
like what's the insider information with DigiDiaku?
Like why is it pumping, dude?
I think they're pumping because of the delay of GTA 6.
That's what I was thinking, dude.
GTA 6 is delayed, and I really think I said this,
is that with all this AI integration now, dude,
I'd rather it be delayed a year and it have all this AI integration in it than it not because this is a masterpiece that's going to be around for the next 15 years.
Yeah, that's what it is, bro. They're going to use Gabe's token standard in GTA. That's what the fucking delay was. I knew it. I knew it, bro.
Fuck. Where's the game? That's all I got to say to him. He blocked me because I asked for the game that he promised
Go ahead me. I miss chief crash house. I fucking love it. I'm over here cracking the fuck up
Um, but I wanted I wanted to kind of get the thoughts, uh and kind of see where you guys' heads at for this whole boycott unlock
I'm pretty sure you guys talked about it. But like I said, I haven't been on the show in a couple weeks
Um, it unlocks, uh the six so in four four days i think next tuesday at 8 30 in the morning
like a i think like a couple hundred million is unlocking uh on bear chain as well as like all
these incentives so like one i was gonna say like what do you guys think is gonna happen to like
barra chain in general and like the incentives like like, are we going to get that Barachain?
Because I know a lot of us stake in like the similar vaults, like the Honey Jar vault.
I know a couple of people did some ones where you get like Bodeac points and like infrared points.
Pretty much like I'm sure when Bodeac and infrared TGE will be included in that.
And then like in terms of like the
variable apy is that just going to get kicked back to us like as soon as we unlock or do you
guys know or what do you guys think yeah that's kind of what i want yeah when you unlock it you
receive the tokens and all your rewards if the tg hasn't gone live yet there'll be a dashboard for
you to check it out uh and you can see your proposed rewards there.
The Boyko unlock, I mean, we've been talking about it. I'm not really too worried about it because in reality, the amount of Bera being unlocked
is very minimum, right?
I think it's a $2 billion unlock overall that'll be going on.
And only 3% of that is actually Bera.
The rest are stables or ETH or Bitcoin or one of the other three, right? So
in a sense, you haven't been earning any of the bear chain crazy yields, APYs or anything on that
money. And what are you going to do? Keep it in ETH? Are you going to keep it in Bitcoin? I mean,
yeah, probably in Bitcoin. Keep reserve, go put some of your Bitcoin back up. But I mean,
I'm personally going to swap the ETH that I received back into Vera, right? And a lot of the ecosystem is kind of planning on doing the same or somewhat
sentiment is because in reality, it's such a minimal amount of Vera actually being given out
for rewards and just back that no one can really think that it's not priced in already, right? I
mean, we did that significant drop from about $3.90 cents to this 350 and i've been holding since and that was more or less what people assumed
the boycott pricing was so out of the two bill like i said only two to three percent of that is
actual bara and then the rest is just coins that can be converted into the ecosystem even if they
keep it in eth or they go to barrett east so they can farm pools
they still have to buy bara in order to get over across the bridge word yeah thanks no thanks man
i didn't i didn't realize that it was such a small percentage of bara and yeah i locked up usdc
so like that's cool that i'll get some of that and yeah i'll probably keep it in the ecosystem
as well but yeah i kind of wanted to just ask about that and see what you guys are feeling appreciate you seems like a long play for me right here yeah i think that that's what a lot
of people did too just uh even a low leverage long and and just kind of ride that out go ahead
slow uh if you want to comment on this and then we'll hit double afterwards no i think you i think
you got it chief that was uh that's how i feel about this too probably some tvl drop if
people move out or want to go do something else because i kind of imagine unless you're a whale
the amount of vera that you got off of this boyco thing might be disappointing especially with things
dropping but they've also set up vaults that you could just go straight from your boycott deposit.
You could take that amount and put it directly into a vault and start earning VGT.
So I don't know if you saw some of those got whitelisted, the stuff with concrete.
You can essentially, when you get your odd lock, you can just port that straight over
into a vault and start driving a BGT.
So I kind of think some amount will go that way.
Some people might just leave and be like,
this isn't worth it.
And then I think some people would do what you're talking about,
convert it into bear and start playing on the eco.
But the yield is probably not amazing
compared to if you were just farming
directly on bear chain, right?
You could do all this Ponzi shit
and be earning like hundreds of 100% APR plus.
Also, I just wanted to joke, man,
earlier we were talking about Norvius and shit.
Man, when I talk to people,
they know that I play around in crypto,
and they're like, I bought Bitcoin, and it's doing well,
so I bought ETH, and it's just been down the entire time.
So it's kind of a joke that people go out on the risk,
or they just move to ETH, and they're like,
this has been disappointing.
I'm not going to do anything else.
I am on the side that I agree it's a number up thing.
Like if their ETH starts doing well,
they'll start moving further into other things.
It's just everything's been kind of like a slow slog.
So just disappointing.
When things start moving up,
then people will like sit up and move further
into our just average shows
that know anything about this mean coin
cycle or or even if they hear about it they're like i don't want to with that i got a real job
and shit to do what do i know that's the thing too it's like you talk to these normies and they're
like so like some of my friends right when bitcoin dipped to 70 and then now it's back at 90 you go
back and you're like hey did did any of you guys? Did y'all see it or anything like that?
No, no, it's going to dip again.
And I'm like, all right, cool.
So where did you make 20 grand in a week?
Oh, okay, cool.
You know, we'll leave it at that. You know, and so it's like stuff like that, that they don't even understand the underlying
concept of these things.
And so as you see the money either go up or go down, you move further and down the risk
curve, like you said.
So it's not going up as fast as you'd like, because that's the too they'll come in buy a thousand dollars and say well why do i only have
a thousand and fifty well i mean it's based on how much you bought how much you put in right so
they don't understand that it's portion size too in my opinion yeah yeah i don't know many people
also who are even going in and trying to do this um, like locking in and trying to get yield on something.
Honestly, that's where my head is,
especially when we're moving sideways like this,
is put some money in places where you're getting a little yield.
When things start going up,
even that little bit is more than you're going to get in a bank account.
And if you're willing to risk it,
then that yield might be worth more over time, right?
If your yield's in like Solana or Ethereum even, right?
Like just it adds up over time.
You just got to be patient.
Yeah, that kind of stuff doesn't attract people.
I just don't, I don't have the, that's not even,
I mean, I guess it's a patience game but
i agree you have to sit there and baby it and i'm just uh i got other shit to do so
it's just the stable coins i think the stable coins is like a really good onboarding thing
like hey you could have this a thousand dollars sitting in your bank account getting zero percent
interest or you can put this thousand dollars on a stable coin and earn three to four percent yield.
So that's something that we don't think sexy.
But to an average, you know, average person, they're like, oh, I might as well, you know,
I'll try that out.
But there is, you know, obviously a lot of these yields come from somewhere and we've
seen Celsius downfall and that does have some bad light with people losing their money doing
this at doing this in the past.
So I kind of always kind of reference that to my stepdad.
And he's always very interested when I talk about these yields that you can get in crypto.
And that's something that retail, I feel like, would be attractive to.
Maybe some more mature audience would be.
Not so much like the Zoomer DJ class that just wants to trade meme coins on Moonshot.
Yeah, I think you'll see it first in things like PayPal.
And those really easy to jump in things.
And if they have nice yield,
then people will start there.
And then if they're,
yeah,
Ethereum and soul start taking off and they'll,
they'll go further into it.
But you know,
like there's always,
I mean,
talking about downfalls right now,
watching this movement thing is kind of like,
holy shit.
But yeah,
I saw that dude.
I was trying to figure out what was going on with that.
I was looking into some contracts and, and stuff and I found a thread on it i might discuss later but i don't know maybe
this guy had some uh was using the treasury uh to market make some things and uh he didn't have
authorization to do so i think that's kind of what i discovered so we'll kind of figure out
during the investigation coinbase delisted them price went down 90 kind of reminds me of a ohm last week bro
or two weeks ago so not great um but if you're on leverage trading and you're you're you're
tapped into the pulse and the news man you definitely could have made some money shorting
movement yesterday dude it was crazy downfall yes all right uh i don't want to change the subject
too much thanks for having me on man no appreciate you bro uh go ahead double and then we'll shift
over because dude that kraken hacker is hilarious, too.
That dude is that story is one for the books.
Cynthia Loomis is on the board saying that President Trump supports her bill to purchase
one billion dollars worth of Bitcoin or whatever, a thousand, whatever, a lot of Bitcoins, six
zeros of Bitcoin.
She just doubled down live on stage and says that President Trump supports this bill.
So bullish, man. Purchasing new new bitcoin that would be great so go ahead double
damn you guys went past my subject but i see papa digi in the audience i was going to talk about the
uh what do you call it the app store changes which is pretty pretty legit right that's pretty
optimistic now apple is forced to to allow apps on their app store
to link to their own web page.
Now that means that he has to have a game.
He didn't have to have a game before,
and now he does.
Yeah, I mean, well, he raised $250 million.
He's got patience, like you were saying before, right?
Patience is a virtue.
So I think he's building the infrastructure in anticipation
of these kind of things which is what he said from the beginning right and um epic actually
won this like court hearing which is huge for the entire industry not just crypto but
um gaming or just apps in general like i saw they he posted um spotify i don't know if you know but
people know like when you go to get spotify
on the mobile app they can't even show you the you know the subscription prices on spotify and
i always hated that and i'm like i have to go to the website to subscribe but i never subscribed
to spotify for that reason right so now even twitter double right now like for verification
i use i paid twitter premium through my PC because it was cheaper.
It's cheaper there than it is if I did it on my phone.
Right.
And previously they weren't allowed to just put a link there that says, hey, go to my website and save the money.
Right.
So they're incentivizing you to take that extra step, which people would do.
But if they could actually put their own store checkout in their app, they don't have to pay 30% to Apple, which changes
their margins, right? So the margins for all of these companies are going to go up, Spotify.
So that would be a great trade, right? If you think ahead and say, okay, Spotify is going to
get more. And maybe this is why Netflix has been going up a lot too. Look at the chart on Netflix.
It's been going crazy, probably because
they know they're going to earn an extra 30% on margins for all the subs. So I think that's a
pretty good thing to look into. Also, not just the crypto. The crypto thing is great too, because
obviously now you can link people out to purchase crypto or buy NFTs on your own own website so that's going to open up the playing
field i'm sure they're going to appeal but it's definitely you know a big deal especially for
papa digi and the crew maybe they can make a game put it out so we can play it and all of our
dragons will come to life and pop out the eggs and we'll have a football a super bowl ad and
that will actually point to a game and will all make money. So that's an
optimistic view. They breeded.
They had kids. They had
whole lives and the game not even out yet.
That's crazy to me, bro.
Whole lives. I mean, double
these Web3MFs.
You saw
with the Doodles Cup, bro.
That Doodles McDonald's advertiser
you go to the Twitter. It's like one of the top engaged hosts that mcdonald's ever did it's like right behind
kai sanat so like now these web3 games they have all financial underlying between them and people
that pump it that now these games are probably going to be reaching the top of the downloaded
page and now that's going to get marketing that it never had before.
So I do think this opens up indie games, especially Web3 games,
now getting to the top of these channels and actually getting marketing that way and random people downloading them and playing them.
So like I said yesterday, I think this is huge.
And I think this might change the way that we see blockchain and games in the future.
Like, I don't know.
I just don't think this will affect games.
I think even other stuff that's been shot down off the app store and stuff
Anything with micro transactions can be
pinned up to the top just some crazy news kind of segue out but uh
Kraken said that they identified a North Korean hacker trying to infiltrate their company at a high-level executive position
They managed to identify him during the interview process and actually strung him along
throughout the whole process and
basically got him jammed up at the very end so
Watch the little video. I mean, I don't know bro. This is the great
I don't know if we're in a good timeline where motherfuckers just make instant troll meme videos of anyone like that's how they're announcing that they try to get hacked.
But it is funny to participate in the witness said Kraken has disclosed a North Korean hacker posing as an engineer candidate in a bid to infiltrate the company.
and a bid to infiltrate the company.
The team discreetly advanced the interview process to confirm the threat was real,
spotting multiple red flags gathering intel before exposing the state-backed operation.
Pinned is the link if you guys would like to check it out.
And they actually made a whole video of the homies' face during the interview process.
That's crazy. I saw Kraken's actually ipoing uh i think this
year or next year so they're going to be doing go down the coinbase route and actually being
offered on the stock market so do you see what kraken is selling stocks now that's what i was
saying you can trade regular stocks on there now oh can you see that that's crazy i'm starting to
see that more and more on a lot of these apps, like tokenizing just the stocks themselves.
I mean, Klanosaurs had a big announcement today of them expanding to the SUI network and has announced a 25K collection on the SUI called Popkins.
They are taking a different approach of the standard MIT. To get a Popkin, you need to open booster packs.
And if your pack contains Shake, you may catch a popkin you need to open booster packs and if your pack contains shake you may catch a popkin
uh a popkin i guess that's what it's called so we've kind of seen this announcement i was
speculating on it when they moved a lot of their uh their data over to walrus and i'm saying like
maybe they bridge over and launch clannosaurs on suey it would be the top collection and we had
swivja come up here and said you're fucking nuts they're not doing anything on suey and then they come out and they're launching
basically a 25 collection on suey uh and then we saw pudgy penguins uh do the exact same thing last
week so i mean these are trading card 25 collection you know little pudgies have always been this
interoperable thing uh they use layer zero so i don't think it's out of the question that uh pudgy
penguins do something similar to this on uh suey too they're there's someone that you know throws
dark or the game yeah right or their games i mean that the penguin clash is is on telegram right now
but clearly they're gonna expand and continue on this kind of uh like small not idle game but just
kind of like i guess mobile um just arcade style game, right?
It's a kind of category.
So it'll just be interesting to see if they start using SWE as one of those,
like as a gaming partner because of the SWE play,
because of the hardware integrations and stuff like that.
You can kind of Trojan horse, right?
These apps, these IPs inside these devices.
Same way all of us knew who U too was because they were in fucking every
single iphone uh stuff like that right go ahead captain captain uh this is awesome i love
klanosaurus they're always trying to like innovate and doing like these uh tokenomics with their
drops and packs and stuff uh super cool i am gonna follow that and keep an eye out for when that drops um and did
you guys also talk about their they announced that tv show uh it's gonna start on youtube with
uh one the first season is 40 episodes seven minutes long and then i think it's going into
like a european distribution or something um i'll have to find the thread for it. I saw it in the wild somewhere.
I'll post it up. Give me a second.
Cool. Thanks, Chief.
They've been winning all kinds of awards
and stuff, so I knew that they had some kind of
show launching, but I didn't know that there was going to be
70 episodes.
Gamified experience by
interacting or watching the content. Season
one is 40 episodes seven
minutes a piece straight to youtube then direct to the european broadcast then streamers
that's sick klanosaur is killing it man they are killing it suey's killing it this week the
base camps this week so i know that uh double you had your hand up but kind of going back to the
gaming thing playtron announces the first stable coin built for for the games called the game dollar i mean you're in the games you can
talk about what you want to talk about but i also wanted to get your comments on this i know a lot
of people have been talking wasn't that what world coin was supposed to be or which one was it portal
portal there he goes i was like i know we've had an all all in one game coin before yeah because
like a lot of these that every game has this new currency and it's all
fractionalized so having one currency for all these games i think would be beneficial for the
gaming ecosystem and i think this will be something that's actually probably going to be rolling out
on their gaming device too but uh go ahead double bye brother yeah i did want to talk about the game
thing because have you guys seen a lot of these posts coming out now that sui play is a you know
a competitor to the switch to can you believe that?
So I don't know.
We're getting a little outside of our realm here.
I don't believe that is the case.
If you do remember steam came out with like the steam deck, right?
That had that didn't come close to touching the switch and they have all the games in steam, right?
They couldn't even compete with with Nintendo.
You name it.
I've been saying that since the Switch Play bullshit went out.
Yeah.
I was like, people are just going to look at pricing and the hardware and be like, no, I'm good.
No one's going to buy it, first of all.
But it's cool, though.
All right, Switch Play.
We have the little device.
It looks like a Switch.
That doesn't mean it's going to compete with the Switch.
But anyway, it looks like a Switch.
No, but it's not for gamers, Double. That's one thing that we also got to understand that I mean look at where they're advertising
They're advertising to us on crypto Twitter at crypto and blockchain convention. It's for a drop farmers
Yeah, it's not for gamers, bro, because gamers are gonna look at it like me and you well, why am I gonna buy this?
Over a switch from Nintendo. I'm not I'm gonna buy this
which room Nintendo they're just like marketing it they're trying to market
it similar to how the Solana phone marketed that shit all the Solana phone
shit I still have my Solana phone what happened to the second one I think I
think it's the wait not that shit bro the seeker nobody sends me anything on
my saga phone anymore.
They were sending me all kinds of shit.
Yeah, because you needed to buy the second one to get the next airdrops.
Oh, yeah.
Okay.
The pyramid continues.
Got it.
Oh, no.
I do want to talk about the games, though.
So the game coin is cool, right?
Now we have one coin to rule them all.
You can put in all your games, and everyone's going to get rich by playing games.
That's what the future is. What do you think about the game dollars do you think this takes off or do you just think this is just another attempt at something that
we're just never going to fucking use right because you guys are kind of saying like none of these no
one's going to play these games so why do we need a single fucking stable coin for this shit if no
one's playing the games why not just use a stable coin yeah yeah i'm just saying like kind of fix an issue i guess with it is just the
fractionalization of all these coins and so just kind of come into one currency don't we have one
currency like you could choose soul you could choose eth you could choose bitcoin why do we
need another currency for games like that because that just sounds like a narrative fees like then then usdc
I don't know, but why why would you yeah?
But why would there be an incentive to have a universal?
gaming
Token as opposed to each game have their own fractional token so that they each can get their own fees because for example
You can run it like the way that these let's just say currency websites work
You can run it like the way that these let's just say currency websites work
Is that if you spend five dollars USDC with me?
I'll give you seven dollars of the game currency instead and then double is gonna say well
Shit shit shit. I have way more so I'll offer you seven and a half per dollar you spend or per five dollars, right?
And so in a sense it's gonna cause is trying to cause some type of
Competitive market for people to want to choose your chain
or your currency because ultimately you're winning by the fees the amount of people that buy sell
then even they don't even have to hold it even if they sell you still win right so that's kind of
the goal behind all of this is to eat from the fees underneath and then in reality you're just
going to have some type of incentive model of well my universal coin is better than your universal coin because of xyz and in reality tech tech wise it's just uni swap in the background
right it's dedicated pools with with a couple of tokens in there and that's it like it's nothing
real crazy and innovative it's just we have a lot of the coin that you want and i can sell it to you
at x rate so when are our vBucks from Fortnite going to transfer over?
That's what I want to know.
I think the big issue, I think we do need some kind of stable thing
because that was kind of downfall of Axie Infinity,
that they had their own smooth love potion.
And yes, that went up.
And it was great when people are making $100 a day.
But when people are making $0.30 a day and the token drops,
people are going to stop playing your game well they had only one token that that was the biggest issue
is that their economy was a single token economy and so the token that you needed to play the game
is the token that motherfuckers were selling on your head from playing the game how could you
have more than one token in a in a game every game I understand accepting multiple tokens
I don't understand how you could
fracture off your liquidity
within your community
it's because for gaming
it's different right you have one that's the actual
in-game currency that
only lives in your ecosystem
that people trade into
and then there's the actual currency that
underlies your tech
right and that's the biggest thing is that if you don't have this split then the rewards become
i'm dumping what you're trying to get and eventually if there's too much dumping you'll
stop trying to get it and then the economy breaks that's why gabe created his smart contract so that
you can control the prices of your coins right so it
doesn't get out of control that's the entire reason why he did that and you would do so it
would mimic a normal how can you how can you choose the price of your coins well you wouldn't
allow so let's just say you have a sword and you want to de-balance the game by selling this super
rare sword for uh let's just say 50 times the price and you ruin
the whole game because this sword is no longer in rotation he goes well this sword is attached to an
item number or a dex and this cannot be sold at higher than x amount because it'll destabilize
the game and that's it and you can't sell said sword no matter how rare how matter how whatever
more than x amount because of the
game's integrity. So that's kind of what his token standard did, allowed you to put specific
permissions for items inside your contract to one, give them finite supply and almost literally
decks and create everything to be tradable. But also there is limiters and I would say a governor
on that end because then you can
say well this sword can only be sold for a dollar this one can sold for five so it's you're kind of
limited in the economy that you can even truly bloom in gaming nerd shit what up bb what's up
brother you talking to me yes sir how you doing brother you're the only baby on here pretty good man how
you doing good man long time no see what's good with you man what got something you want to add
to the space you're just chilling what's up man how you doing uh yeah yeah yeah just chilling just
chilling i mean i don't know a lot of this uh i think a lot of the suey stuff is is cool in terms
of what's being i i didn't get that whole dollar stable coin gaming one like I don't know I feel like I've heard of like 12 new
stable coins within like the last two weeks I'm just like all right where it's
like I mean sure make as many as you want but it's just like how many of
these are actually gonna be needed you like you have the PayPal one which which
was one of the I don't know like maybe like the like a year ago at this point but then you had Trump's now you have this specifically for gaming
it's like do we need all these well why do we need a gaming specific one so I
don't know maybe I just don't know the details but it just seems to be like one
of those hot things and then clay knows I like clay notes I still have some
clay no assets and I'm excited to see what this TV thing is with these seven-minute clips and everything.
Because, I mean, they have a great animation team.
What we've seen, like, I haven't seen a lot of their, like, short-form videos.
They were doing that for a little bit that I thought were, like, really good, like, maybe, like, a year ago.
Like, the armor one where he found the armor.
That was a really good video.
Yeah, yeah.
And the one where there was, like, there was a TikTok trend where, you had like the girls like who were like dancing and then like they would stop dancing
they'd be all nice and then they would like be shaking their ass and then they had the cleaners
doing that so um that was a really good one too but um yeah no and then the stablecoin legislation
stuff i don't know apparently there was like more update i watched the whole hearing on that
initially um because they did like a reset on what some of these people were.
But I don't know what the updates they made after the markup officially are.
I'm trying to look to see.
They haven't updated the text of the bill on the website.
So I guess I'm still waiting for that.
But, yeah, I don't know.
A lot of these stuff's moving quick.
I did like that crack in North Korean thing.
I see you guys have at the top.
That was funny.
But, yeah, that's all from Bad Brothers for now.
I thought I had something out.
Well, I had a little alpha for MapleStory.
On their website launch, they launched that they're going live May 15th.
And they have a Git book there.
I read it yesterday.
And apparently there's a little alpha inside there that you guys could do that, you know, no one reads in this space. So I read it yesterday and apparently there's a little alpha inside there that you guys could do that you know no one reads in this space so I read for you if you go you can pre download the game on May 8th until the MapleStory launch so if you do want to download it before the 15th you can do it on the 8th and then also on their main little website they have a connection to their ex and their discord if you go inside their Discord and you go to the announcements page,
I think it's Community News.
They have a roll card called the Orange Mushroom.
If you basically go there
and you click the interaction in there,
you can get the Orange Mushroom roll.
So that's just two things.
No one's probably talking about.
You guys wouldn't have done anything
if I didn't say anything.
So go inside the Discord, go to the news,
get that Orange Mushroom. And then you download the game uh before the 15th
because when it goes live it'll probably you know be max everybody doing at the same time and you
probably you know spend a little less time playing the game and just downloading so that's a few
things from me kind of reading the git book yesterday that you guys should probably do
before the game starts if you guys are willing to play so good chief you got some stuff you
wanted to bring up before i move on feel free brother oh just this meteor update so
earlier today they proposed or not earlier today but yesterday oh let me say later
all right so they proposed a 25 allocation towards the liquidity rewards uh similar to how the boop token launch pad
is doing right where if you're a staker you actually received a little bit of of the coins
that graduate right and so these guys would have a reserve to actually participate in tge and
potentially distribute it to the the stakers of uh m3, right? We saw that they were using the
M3M3 token in that leaderboard as a method of distribution early on. And now with seeing these
new dynamics come up with the Boop token, it's interesting that they, you know, put this out
within 24 hours, right? So ideally, I see this functioning the same way it's
worked out well I guess for certain people if you had a decent amount and
you staked you get a little chunk of every coin that graduates and you know
meets its criteria and then you also get some money for the fees that get
traded back and forth in general right for being a staker because it's a staker
of the platform not so much of
any specific token itself. I mean, the only issue with that is that, I mean, then, I mean, you claim,
like, for example, I would claim some Bupa token if I was a staker, but I have to go dump Bupa
in order to make my money, you know, or from staking in that sense. So it's, I like the mechanic,
huh? It's just an announcement that Meteor is actually coming out to an airdrop relatively soon it looks like i don't think they're kind of hiding that
well they announced that before yeah we knew the dlmns and all that kind of stuff but yeah um
yeah i lost where i was going uh but go ahead bad brothers but you're talking about the beep
boop thing and like i think that's interesting because you saw a lot of content creators and stuff launch tokens yesterday i think cyrus did uh function did and it's kind of like
if it gets to five million dollar and it graduates then the content creator launched the coin can now
sell his airdrop and so if you are playing this game it seems like the five million dollar
is the is the place of no return and that's when the content
creator dumps their tokens and then like obviously cyrus's went all the way up to five million and
now is below a hundred thousand so if you guys are playing this game just know get out before
five million because it's basically just like graduating uh from like pump from the radium
everybody just dumps it so just dude the thing about that is like you don't think you can hit
escape velocity, though?
I mean, to a certain extent, yes or no, because the rewards that people are receiving, they have to sell out of those rewards, and it's your token.
They're not rewarding people in Seoul, right, or in any of that. You get rewarded as a big chunk of, let's just say, Bupa token or a chunk of Cyrus' scared token.
Token or a chunk of the Cyrus is scared token. So at one point
Yes, they can take a split escape velocity
But if people that have been staked want to receive I mean cash out for staking
They have to sell any of those tokens, right? But isn't it locked up for 30 days or is that only if it
If it's a 5 million they get they don't have to wait 30 days. I think it's 20 million now by the way
I think they raised the threshold good. Yeah, that's what I was about to say that there was a little fucked up stuff
Because some people had I mean, I like the threshold thing, but in all honesty, it should have been the reverse
Right if you are a tier 1 kOL
You should have to get your coin to 50 mil or 20 mil or something like that
And if you're a little a grub
You should have to go for 5 mil because it's a lot a little a grub uh you should have to go for five mil
because it's a lot harder for a grub to hit five mil right than it is for an actual quote-unquote
tier one kol to even put his own money up front and just hit five mil on his own so it's good for
it's good for marketing but like if you wanted the tokens to be then it should have been like
more of like a free-for-all and not like the kols like all right the first 50 tokens that like hit um i don't know uh you know 20 million get that
allocation that we're going to kols right but i get why they did it because it was a great piece
of marketing in terms of having every top kolc 200 grand and having you have to tweet about it at
that point and be like am i going to do this or not? I think it was great. And the staking incentives I love, that was what got me on DXL originally.
This is the first time I've seen any of these platforms have similar staking incentives
to their initial ones.
Now, they cut out the 2%.
Their initial one was they take 2% of every token and then the community gets to 1% or
whatever.
So I had 2% of the whole staking pool.
So I would add 2% of 2%.
But they cut that out because they were going multi-chain,
even though if they went that way,
it would have been multi-multi-millionaire.
But I'm not bitter or anything.
But anyway, I think that method would work out good
if you get some runners on here and you have staking.
And I mean, the thing was, if this was the initial pump fund,
let's say, and they reached out to all
these people with this then it would have been highly successful i feel like because then you
have all these uh top kols there wouldn't be a question of oh do i dump my stake or do i stake
it a lot of them would be staking it now because of how big the space is in terms of launch path
like is this the one that a bunch of ones is it going to be pump fun all of them kind of run the
same in proton or anything so i don't know how much more of an incentive there is to stake on this,
but just because the market's so crowded.
But if this was like all,
if this was pump fun with these incentives and this,
it was still like the only platform.
I think these incentives are great.
It's just a matter of like,
are they actually going to be realized or whatever?
And for the most part,
it's been,
you know,
dump your um
airdrop for pretty much everything so i feel like that's going to be most people's mentality when
they get it anyway i did i don't know what the conditions was but i got like 800 on one of my
wallets um uh a boop that i could unstake instantly um i i know a couple people have like
small allocations like that so i don't know I staked half only in case there was like some four year Magic Eden outside saying on the on the
first two weeks because I could see that. I think there's like a five day lockup period when you
want to unsteak. So I'm thinking like, okay, all the big people are going to get at least 10 days
early got like 20 days. Maybe they do some reward for the first week to get those people to stake.
I don't know. 200 bucks. I figured I'd risk it. But i don't know 200 bucks i figured i'd risk it
but i don't know that's my strategy with it right now i did make some money off buying some coins
yesterday on there initially but then um like there was an ai xbt one there was another ai xbt
one that launched before that it just did not get any you're telling me he learned about a brand new
platform from crypto twitter created a wallet and launched a coin all by himself oh wow
um you know he did launch there was great tech bro
we're building i think there needs to be maybe some in line incentive with the like dingaling
in the protocol maybe pushing some
tokens up because if people are going to continue to get these thresholds and then the tokens dump
there's going to be a new launch pad that launched next week's everybody's going to go to and they're
just going to rinse the same incentive with this if this is something attractive fun is getting
stronger and stronger bro every one of these guys that comes up and bites the dust
pump fun is just sitting there just laughing like, yeah, come back to us.
I think they just need to use some of those funds and some of those.
I mean, Dingling's a massive whale.
A fucking captain can talk about him being in fucking discords in 2021.
Him and his team pushing some of these tokens so they get some marketing
like out of this ecosystem.
Like something needs to hit 100 million, you know, 200 million.
And then people are like, oh, maybe I'll look into it.
But if every token is just gonna graduate
and then the creator is gonna dump,
and then all the people that bought the token
are gonna get rinsed,
like this platform is gonna be less than 30 days
and everybody's just gonna move on to the next launch pad
that launches next week.
So I just think there's some community alignment.
It's the only thing,
it's the best way you could have gotten
this much hype market.
Cause here's the thing, it's just like, okay, all these people, they're gonna just message like hey, I'm you know pumping and dumping this do not buy this or whatever
They both get the fees they get the metrics of people launching tokens on there and they get all the publicity
Like I don't know how it's gonna work out long term
But in terms of could you design a better system to get more traction for a new launchpad in the first three?
I don't think you could have.
So I think he did very well with that.
We're kinging him after a day.
I don't know, bro.
That needs to go longer than a day.
I'm not kinging him.
I'm just saying, you know, for a one, two-day marketing push, best thing you could do is this platform dead in a week.
I don't know.
It could be.
What about Launch Labs last week?
Was that great marketing, Bad Brothers? I don i remember that one so that's what i'm
saying so maybe if we go next week and we're talking about this then i'm like okay great
marketing but yes you know there's nothing going on in this space degens are poor so like if you
can gain attention for two days i guess that's successful in this space at this point so the
bar so low it's just fucking crazy i mean i mean again yeah the bar is pretty low at this point so the bar so low is just fucking crazy. I mean, I mean again
Yeah, the bar is pretty low at this point, you know, you help good captain I
Agree they've got a lot of like attention right now, but isn't this just basically like
having
influencers launch tokens
Like this is like not even in like celebrity and I said this shit yesterday, bro
Take out this front end
There is a token on the blockchain with the smart contract attached to your name
All right, I get it
They made it look real fucking nice all the bells and whistles and made everything padded and oh not a contract
It's a airdrop claim my asshole, bro. Go on next greener
No, literally go on deck screener and put in that token address and that's linked to you
That's it like that's on the chain what they show you in the front
It's I mean you believe that if you want but you're a hundred percent right captain. I mean underlying
Everyone that does it is launching their own coin directly
It says launching a cult on the site though so you're launching at this point you know
the regulatory environment after everything that's happened doesn't even matter at this point you know
you'll launch token under your name you rugged instantly by telling everybody like does that
even matter at this point like i don't know i guess not really you know that they made years
ago it matter now brothers
That's what everybody was talking about yesterday is literally the dilemma that they all had does it matter?
No, I don't think anyone cares anymore. Who am I fuck it? Let's go get your bag. Yeah, that's how it went
Yeah, just waiting about
Six months when we're down in the bear market and all these fucking m'ladies are bringing up, you know blockchain sleuth
So you watch this. Oh my god look at the and they're you know everything's
down 90 but they're cherry picking the influencers coins that are down 100 see you guys should have
never bought the top so you know how petty the space can be this is going to be used against
every single one of these individuals not maybe this week because the market's bullish but when
we're in a down market everything's down 90 you're going to see this cherry pick to death and this is going to make more content creators
end up like thread guy fucking deactivating his account and going gray because they're not going
to want to deal with the fucking on-chain milady sleuth so gg's anybody that did it you're going
to pay for it someone like bad brothers you know he launched a rune that went to two million dollars
he didn't make any money off that and that went to zero nobody cares anymore no one even brings it up you know i mean
i'm down bad bro i need my fucking i need i'm down bad bro if we can't get it out of the good
room if i can't get a dollar out of the good room you think i can get a dollar out of the shitty
room bro we got a guy who's begging for somebody he He sold his punk, and he wants the arsic dev to give him the money back.
It's over, bro.
This shit's over.
Do you forget about it?
These people still want money back.
Please leave, bro.
Bad Brothers is not giving me my money back.
I bought in that tech coin at $2 million.
I put my whole port in there, and Bad Brothers is still up here yapping,
and I'm poor, bro bro give me it back you know how i mean it's a tour this is uh kind of just segwaying to being
poor or not but uh pinned up top we saw the post from that new uh application that's coming out
clearly right the guy got denied for vdc funding came out with this whole viral ad, and then boom, got some bread.
Well, if any of you guys are an engineer or builder out there, he's offering $50 an hour for you to go and work for him in San Antonio.
I think that the only crazy thing is that he's only had a $5 million raise.
Is it San Antonio or San Francisco?
San Francisco, sorry.
Yeah, he had a $5 million raise, but his San Antonio or San Francisco? San Francisco, sorry.
Yeah, he had a $5 million raise, but his monthly overhead is half a mil.
So he has enough for about six months, six good months of building.
And then those $5 million from VC funding are gone.
So I don't know if any of you guys are in San Fran, but I think that this is the interesting part, too.
I mean, the money that can't say that money's not here. Money is here. And then we see how certain people use it and how certain people are trying to innovate too. And it's like, at the end of the day,
it's, it just has to make sense to be applied, right? It's not about whether you have the best
tech, the newest is, yo, this guy went viral. He managed to capture attention. He had a new
product. Does that have product market fit market fit maybe but someone threw him some bread
to find out and so just want to post that up there for you guys to see i thought it was pretty
outlandish that his burn rate is half a million dollars and he only has five so but at least he's
spending the money on like i mean obviously it's a facility and like it's hiring all these i i like
this experiment hire a bunch of young hungry 50 engineers for six months.
See if they can fucking do something.
I'm going to follow it.
I'm going to see if they do something.
You remember when you guys had that house with all the people doing stuff?
You remember that?
Yeah, but they didn't have vibe coding tools back then.
If they had vibe coding tools back then, bro, they could have made anything.
I'm not going to lie.
Frank was a little ahead of the game.
He should have fucking waited and put like 10 guys in a house with windsurf. Dude, Jakey's
doing the same thing with Super Based.
He just announced that he's getting 10 creators
in a house and like they're leaving with like
$100,000 as the winner or some shit.
Nice. I guess that's all behind it.
You know what's sad is that the reality is
I mean, I don't know if y'all be doing all this extra
shit in your day, but yo, it's a lot of
sitting in the same spot, smoking
a lot of the same weed and drinking some water, bro mean like i'm gonna be real this shit sounds cool i mean i've
been full time for now going on five years it's a lot of doing the same shit unless you're purposely
not doing the same shit to be seen because in reality why would you i mean why would you not
want to be at your battle station like all these guys living these glam luxe light i mean yeah
that's cool every once in a while but be honest like you want to be at your battle station like all these guys living these glam looks like i mean yeah that's cool every once in a while but be honest like you want to be at your battle station you're
comfortable with your pc or whatever so i mean just to be honest on that end like it's acting
so take it as acting you know i thought it would always be a great reality show to get like the top
traders in a house give them like you know a hundred thousand dollars and see who could leave
like you're not gonna see anybody you're
gonna see a bunch of fucking nerds in caves everybody in their own room just chilling and
clicking yeah i mean i would definitely like to see where the computer goes how they use their
bots how they use their networks to pump and dump things just get behind the scene how all this works
and see the frustration and the stress and all the behind the scenes i think it'd be entertaining tv
uh the first time but i've've always wondered if a reality show
would pop up like that.
Yeah, I'm saying they were filming for probably nothing,
but we never got more than the first two.
They were supposed to have an episode like that.
Yeah, I wonder what happened.
What up, Machiavelli?
What's up, brother?
Bro, y'all need more than one battle station,
and you need to get a variety of marijuana
if you've been in the motherfucking game
for this goddamn month.
You should be able to leave the living room to the bedroom and still have a battle station.
You should be in the kitchen cooking and you still at the battle station cooking.
Don't leave the battle station. Bring a jug so you can piss in it.
And I think you might have to move to meth instead of marijuana if you really want to have edge here.
Maybe even Snorty Natterall seems to be the edge of the top traders so listen with ai bots now like you'll be able to train the
motherfucker to stay up all night for you you know what i'm saying and catch the plays like think
about it seriously like especially if you if you're a wallet watcher and you know how to track
and you know how to feed data and stuff like that you can create some little gremlins out here that are just out there making a medium-sized family income for you while you're
going rest those pretty little eyes of yours espresso it's that easy macaveli you had a space
yesterday and you had a poppy on there i guess his name's liquidity uh apparently there's some
game out that they launched you said no one's talking about can you maybe pin up like that
game and that details of that so people could follow along what's going on with that i'm just
using you had some alpha in the space yesterday i just wanted to highlight you host spaces
and you had some gaming alpha yesterday so feel free to pin it up and maybe give us a
tldr on that brother appreciate you um yeah for sure you know the tldr is these guys um created
that thing they're on it's called unreal kingdoms i'll pin it up here in a second. It's called Unreal Kingdoms.
I'll pin it up here in a second, but it's called Unreal Kingdoms.
And literally it's based with Web3 IP from the CyberAid Yacht Club, Quarkies, CryptoHogs,
all these brands who literally bought into this game to create their own world.
And not only is this world active and it's free to play, you can download it on PC ps5 came out yesterday so did xbox but it has crypto rails so they're gonna have uh it's
like literally play to earn because they're gonna be a tge but right now there's there's a crypto
punk in there there's macy's that you can find there's board h you can find there's a quirky
alpha set you can find like there is like, real gold bars in there.
If you find all... What do you mean, like, find?
Like, in the game as you're playing?
In the game, free to play.
No, no, no.
I mean, like, for context for people.
So, like, let's just say you open a chest or something.
You can redeem certain items for in real life redemptions.
100%.
Okay.
And what's great about Unreal Kingdom is, like, depending on what world you're in. And what's great also is that you depending on what world you're in.
And what's great also is that you can actually still build in this thing.
It's ever-evolving the way they built it.
But they also patented the rails for crypto transactions and stuff like that on Unity, Unreal, and Web IBL or something like that.
And so they're working in conjunction with PlayStation and Sony and all of them for their licensing and stuff like that because they pretty much are the ones responsible for causing those transactions on chain.
That Sony's getting involved with it.
I can't explain that fully right now.
I'm not ready to explain all that.
But, like, it's a big deal.
And nobody is talking about it.
It's really โ I mean, listen, the the corkis got their own world in it
and um i got with them because like i've known like they've always been building in public
but just kind of quietly um but still doing spaces in their discord all that you had to be
like a member like they spent like 40 million dollars on this this project but it's real bro
it's really like out here and it's just crazy on xbox and playstation
5 and shit so like some random person could play this and win a fucking board ape or some gold bars
that's kind that's nuts that's actually pretty nuts and no one's talking about it so it probably
gives you a better chance probably get you a better chance of winning if no one's talking
about it right well there's a quarter of btc also the chest. So if you find all 12 words in the kingdom, that's the seed phrase.
And then you can go unlock a quarter Bitcoin as well.
That's sick, bro.
Shout out to you, brother.
I mean, I was looking at the Corky's price.
I was pretty surprised that it was that high.
Wasn't it like just under an ETH or something?
Corky's?
Which is pretty impressive that it's been around for three and a half years and still building and still integrating community bro they do they do with poppy and stuff like that and like
they're just consistent and like they've i've like when i was selling sialana and working for sialana
like i was like back in those rooms and that's when i found out that they were building this
and i thought it was like even then i was like well we'll see what's gonna how much how much
did you guys make off Minov, Sulana?
I didn't make anything off of that.
You'd have to reach out to the founder.
I was saying the project as a whole.
I can't give you those numbers.
You'd have to reach out to the founder.
What?
Okay, I'll just look on the blockchain.
I don't know why you're being so sketchy about it.
I'm not.
I can't give you that exact number.
You can't get a hold of the founder.
What am I supposed to do if I can't get a hold of the founder
And I bought the bag
What am I supposed to do where's the money
Where'd it go
I don't know
No offense but I'm actually surprised you still show your face
After that
I mean no offense
If you want to talk to me about this
Yo y'all forgot how I do shit
No offense no fuck all y'all forgot how I do shit.
No offense.
No, fuck all y'all.
Be offended.
We don't do this here at TDA.
Find another stage.
Please, please, please find another stage if you guys want to talk receipts and all that shit.
Appreciate you, McAvely, for coming up and bringing some value to the stage.
Don't always come up, so I appreciate you talking about it and giving some value on the stage.
So appreciate that, brother. And we're going to move from the the drama because that's not what we do here um did you guys see there's some new i mean vitalik is coping like literally coping trying to figure out
what to do and there's some new token standards that are out that they're trying to come come to fruition here um let's talk about eip 7702 and eip 5792 um here are the evm ux and this will also
affect uh base in the future so let's start with the eip 7702 it's basically lets you eternally
own accounts normal wallets will need a seed phrase act like a smart smart contract. This means better UX and simple migration into smart wallets. Why is EIP772 a big
deal? Well, EOAs, like your web extension wallets, are dumb. They can't have logic contract wallets
like base smart wallets are complex and not widely adopted yet. So EIP7702 gives you the
best of both worlds, migrating to a smart contract without changing your address.
Then there's EIP 5792.
This one's a bit more under the radar,
but it's super important.
It proposes standardized capabilities that apps can
understand like paymaster and batching
for richer metadata and better UX.
No more having to sign 10 transactions for a simple action.
So you can have basically
EOA, swap ETH to die, stake and send an automatic batching. Imagine you go to your favorite DeFi
app, like go to Amazon, go on Amazon, and you make a lot of actions that are added to your
shopping cart. You're batch everything in a single signature and you are done shopping.
It's a simple and the UX. Like a ZK roll up, bro. I'm guessing. I mean, I'm just saying it's a simple and the ux like a zk roll up bro i'm guessing i mean i'm just saying it's
very like you basically put it all in the cart instead of you signing a payment for each of
those transactions so you have 10 things in your yeah that's what a zk roll up is
yeah that's what they're implementing yeah yeah so i guess the ethereum and base ux is now to
go up the ip 7702 smart wallet instead of your dumb wallet EIP 5792 human friendly actions that
wallets can present beautifully add them to another and you get a smoother more incentive
experience without uh sacrificing self-custody so that's just some uh just some improvements that
they had we kind of talk about smart contracts in here and how they're you know integrating what
they're doing so I just figured no one's kind of talking about that just wanted to bring that to
your attention that those are just kind of some things you'll
probably see rolling out in the near future, especially with like shopping carts and on
smart wallets and shit.
So go ahead, Chief.
I saw you pin some stuff up, brother.
No, it's the drop.
This has been put on you guys' radar for a while now.
An artist, new PFP collection, seems fresh, seems original.
Some people from TDA, I i think have whitelist uh so just wanted to make sure that we keep this coverage on it because i think it'll
actually do well it is on base and there is a document with the full whitelist allocation as
well as those that will receive airdrops uh lastly i wanted to drop um once again a little bit of uh alpha from hawk uh he's a pro um i would
say airdrop farmer so to speak right i mean this is his livelihood so he posted a list of all of
the current dApps and protocols that he's farming slash trying to become a power user on for
incentive in the future so there's a lot on there. Pick one or two,
figure out if that's your slice of pie. If not, keep trying, right? And I mean,
do natural interactions that you would do on a blockchain just utilizing these
new protocols or dApps, right? Don't go into one of them spending exuberant amount of money,
XYZ, trying to farm. If you're going to trade perps, instead of trading on your normal perp trading site,
pick something from the list that offers perps,
and that way you can naturally trade perps
and then get some type of points in the background
or farm an airdrop.
So I wanted to put this on you guys' radar.
We'll do a deep dive further in
and see which one of these,
some of these we already know about, right?
Cato, Wallchain, Banker, Vector, et cetera, but other of these we already know about right cato wall chain uh banker vector etc but other
these are um potential opportunities that not really people are talking about or even looking
at so find the less crowded trade you got anything else chief before we end the show brother yeah i
mean uh next we have in terms of bear chain stuff um puffuffPaw has officially came out and said that the app will go live on the 5th and that they have established a foundation page.
So anyone that would like to check that out or has any of the vape devices, make sure you follow the foundation page for any kind of future updates.
Snapshot was taken for anybody that was staking in order to receive the token and uh they have separated and uh are still maintaining the price pool but are no longer
affiliated with movement so if you bought a specific movement based vape if you were entered
into that price pool the money is still there the competition is still going but they have parted
ways with movement as
a company and as a brand a hundred percent so just something to keep in mind as well if you're doing
in any of the um expecting anything from puffball and then lastly as meteor is getting close the to
tge as they're making changes to their launching platform and their DLMMs. Some information came up about their new V2 pools.
So more to come, but it says optimized for Solana, no hot account, dynamic fee system,
so you can fee scheduler, dynamic fee to maximize ROI volatility, token 2022 support, and composability.
So just try to elevate themselves as the spot for you to go create liquidity pools and farm.
Sweet.
I mean, I just threw up a bunch of shit up there that I found yesterday and this morning.
So we'll just run through it and then we'll end the show.
Appreciate you guys stopping by the Daily Off.
I typically hold this stuff to the very end of the show to kind of reward people that come by and stop by and just stick around for the whole show.
So we've been talking about d y l i and we even had jeremy come on talking about the v friends drop um dyl basically tops chrome v cards fair drop is live
five hobby boxes for 100 bucks how it works join uh for 99 uh two dollar fee closes may 12th at 1
p.m eastern five winners randomly selected didn Didn't win. Get back your $99.
So pretty easy.
Some of these packs have been going for crazy prices.
And you've seen like the Gen 1 packs.
I think the Elegant Elephant sells for $20,000.
And so this is just the next phase of VFriends.
And you can get these on DYLI.
And if you don't get what you want, you can get your money back.
So I thought that was interesting.
And Virtual's Protocol.
Basically, Genesis Update Diamond Hand Bonus and Take Profit Cooldown. money back so I thought it was interesting and virtual's protocol basically Genesis update diamond hand a bonus and take profit cooldown today we're rolling out two major features in Genesis launch
designed to reward strong hands and keep the system fair to play owners so diamond hand
bonuses claim going live in 24 hours how do your Genesis token earn free points every 24 hours you
stay strong bonus points are unlocked for you bonuses must be claimed manually claim within
24 hours the longer you hold the more you can earn and then they have to take profit cooldown You stay strong. Bonus points are unlocked for you. Bonuses must be claimed manually. Claimed within 25 hours.
The longer you hold, the more you can earn.
And then they have to take profit cooldown.
Winning is too hard.
Time for a quick cooldown.
Trigger, taking profits for your Genesis allocation, activates a cooldown.
Recovery, points steadily recover throughout the cooldown period.
Cooldowns are a natural part of the game, keeping the system fair.
And while long-term players continue to building momentum.
So they have like a why
this matters you guys could read up on that if you guys are interested in the virtuals protocol
aptos is now going on the kato so the yaptos experience has just got better the top 100
eligible yappers on kato aptos leader will earn rewards for crafting content that capture their
passion for all things aptos with 100k rewards at every month. And so
just kind of a new experience with Aptos and Kato. If you guys are a content creator, go over there.
It looks like you can win up to 100k each month. We've been talking about this Black Mirror thing.
This is backed by Animoca Brands. It's the first official Black Mirror assistant coming soon,
built on Corporal Protocol, backed by Solana Republic, Animoca Brands, and AVAX.
They apparently have an airdrop that they're doing
by verified communities.
Selected communities have been recognized by the system.
Register and collect the claim and earn.
Scroll down to see if your community is involved.
Sanford Tokyo, Meme Land, Uprising, Motor Vehicles,
Moonray, Playview, Core Protocol, Burning Hosting Games,
Reality Meta, Neo Tokyo, Play Ember, Chimpers, Pirate Nation, Seed World, My Pet Hooligan, Pixelmon,
there's a bunch here, a kid called Beast.
So if you are any of those communities, there's free tokens available for you.
And this is Animoca Back.
So just something you guys can take advantage of.
We've been talking about how privacy is basically going to be hated by the government,
and I feel like it's the new Bitcoin.
And the EU plans to ban anonymous cryptocurrencies and privacy tokens in 2027.
So this kind of leads to us talking about TARI and other privacy tokens
as kind of the people's token now that Bitcoin has been captured by
institutions. So, you know, privacy tokens remind me a lot of Bitcoin in the early days, you know,
especially TAR. You can mine it on your computer, you can do this and that, and it's preventing you
from being exposed. So obviously the government hates you having privacy and especially with AI
coming along, all your identity is going to be scraped off the internet faster than ever. So I
do thinking, you know, getting into some of these privacy coins might be beneficial in the long term
Found this one called Liqd. I think it's called it's a DEX that's on Hyperliquid
It's the first utility project on Hyper EVM alongside with Hype and Buddy. KittenSwap is launching their coins soon
So I'm interested to see how it does well. So apparently if you swap on this kitten protocol it's going to give you some uh i guess
engagement and apparently they're doing some kind of token airdrop and the fact that this is one of
the first utility projects on hyper liquid evm there could be like the uniswap of of hyperliquid
so just something you guys should look at and then the last thing is this new thing called glimpse.fun bet on influence like we haven't seen this before but socialify will never be the same
introducing glimpse fantasy games fantasy sports meets social media on solana turn x engagement
into tokens and compete in fantasy competition sign up with glimpse.fun or tweet glimpse.fun
to tokenize me to start draft a team of X accounts with the highest engagement score and compete to climb the leaderboard.
The better your team performs, the more soul you win.
Now you finally get paid for scrolling and posting on X.
How to play?
Shop for profiles in the marketplace to play in competition.
One million tokens meets one profile card NFT.
Convert tokens to NFT cards on your
portfolio. Rarer the card, the bigger the boost to your team score. I would like to buy Fantasy
Top for $10, please, Espresso. That's pretty much exactly what it is reminding me of. Draft your
team of five profile NFTs on the competition page. Once the competition begins, draft profile are
locked through Monday through Thursday. Engage from the tweets posted during the competition page once the competition begins draft profile are locked through monday through thursday engage from the tweets posted during the competition determine each profile's
creator score after the competition ends profiles are unlocked and prizes are distributed distributed
the higher your scores team the more soul you win the first final competition or the first trial
competition begins monday may 5th lock your teams in before then top scoring earns an epic merc card uh one million points
are up to grab start scouting and build your team so like i said chief just kind of told you what
this exactly like it's fantasy top but on solana i mean we just seen all these launch pads they're
just a fucking reminiscence of the launch pad so i mean this could have a short-term spurt and you
could possibly win some soul so just you know bringing these things found these things just want to bring them to your
attention if you guys are interested these are some things to look forward to in the next coming
week so real quick i'm gonna put this out here too for anyone that's 100 in crypto uh whether or
even five percent in crypto stop allowing all of these accounts access to your primary twitter
Allowing all of these accounts access to your primary Twitter.
Right?
Where we're sitting here doing all these permissions.
Allowing all this authorization bullshit.
Please, please take care of your offset, guys.
Right?
I mean, we think, oh, it's bear market.
Or it's slow.
It's this.
It's that.
It takes one of these apps going rogue to have access to your Twitter and you're fucked.
Right?
So, I know that more and more of this stuff is coming up oh download this extension
for your Google Chrome or do this do that do that whatever the fuck just at
the end of the day every one of those connections is a vulnerability that
you're opening yourself up to not to scare you but it's something you should
think about like am I connecting what my livelihood I log in every day have for years to all these random ass brand new apps?
So just think about that.
If you care about your following, if you care about your account, if you've been building it up, if this is where you work, right?
Just think twice before you just allow and authorize connections to everything, right?
From Telegram, Discord to now your Twitter, because everything now requires a Twitter login. And before, that's that's not how shit was right i just want y'all to know that this is new
as of the last year year and a half after we saw that people were willing to do that but before
you didn't have to connect your twitter anymore right because they weren't gauging your social
capital by twitter's api so just a word of advice and some opsec i mean i literally got two yubi keys in my
hand i'm upping my security they just got in here today right so it's just stuff like that like
take these down times to do the boring shit but word of caution stop connecting your your twitter
and your shit to all the newest apps that come out i didn't businessman say that you couldn't
unauthorize your twitter account from
beep.fun yesterday or some shit did you see him say that i don't know if he's just fun just to
have fun but yeah i read that but is that true i don't know if it's true yeah yeah maybe something
off this account i use my burner for for stuff like that yeah but they like they they make you
put your x account in there to claim your
point so it's like they they want you to hook up your main account to that shit and the fact that
they won't let you fucking disactivate it kind of seems fucked so if you guys just takes one bro
watch the minute one of these goes bad and no one's gonna do it again right it's because it
hasn't gone bad and hopefully it doesn't and there's no one that's exposed to this shit but
i mean this is bad opposite just throwing that out there. This is very very bad like just protection of yourself, especially if this is your livelihood
And you wake up every day and hop on this dumbass app, right?
Last thing you want to do is throw that all the way for what an extension?
I mean, I don't know
Yeah, I'll connect my Twitter or anything, but then I revoke it almost immediately when I'm done with what I'm doing, you know?
Yeah, most people don't do that, though, Bad Brothers.
Yeah, most people probably can go on their apps right now and see, like, 50 apps that they're still connected to.
This is interesting.
Brown University, which I think is in Boston, reveals $4.9 million investment in BlackRock's IBT Bitcoin Trust,
making the first known direct BTC exposure by an Ivy League school. That's pretty crazy.
I don't know if they're like regular colleges
have done this, but Ivy League,
first one Ivy League, is this the first, this might even
be the first college. So now we see states,
now we're seeing Ivy League's purchase
Bitcoin. The front running's begun,
baby. It's starting right before your eyes.
It's happening right before your eyes.
So...
Go ahead, Slope, and then we'll wrap it up
that's kind of that's
chief muted you go ahead
oh sorry yeah uh that's cool i was just gonna say uh i was listening to something about or
reading something about uh part of the reason why Brown is making that investment kind of has to do with some new
pushes to add taxes to these universities that have big endowments.
And so I guess there didn't really used to be that much taxes on endowment earnings.
And then actually last, it was like Trump's last presidency.
He moved it up to like 1.5% or something like that.
And now they're pushing to move it to like 20%.
And so there's a bunch of these huge university endowments.
I saw that post.
I think it had to do with like Harvard receiving government grant money
or just Ivy League schools
receiving government money.
And then this is like the retaliation
that they would just then be taxed
at a higher rate if they did receive it.
So now, yeah,
well, this all like connecting the dots for us.
This is kind of their way
of trying to get away from that, right?
Well, also they just have to be more proactive.
They got to like move out on the risk curve a bit
if they want to be able to make return right so if your tax rate goes up and you've just been
sitting that stuff in like really low interest uh but super safe uh you know like accounts or just
you know just you know savings accounts where you're just earning like you know pennies for
for small
accounts but for these things they're like the endowments are huge but if they start getting
taxed like 20 they got to move out and actually start doing some more you know risky-ish plays
so there's just discussion about what happens when these huge endowments start moving out and doing like private investments rather than being
than sitting in just like, you know, bonds and really safe stuff. So it's really interesting.
And it's cool that you pulled this up because I was just listening to something about it. And I'm
really interested in what happens there. But we'll see. Also, I just wanted to throw out, I don't know if anybody, somebody posted this in the chat, but it wasn't mentioned here. That, that
hello giveaway thing that has, or not giveaway raffle.
There's like a raffle going on where you could win steady tutties and be
bears and bullies and stuff. You just got to do a couple of things.
I think the minimum to get a ticket is like 15 Barra, which isn't much.
I'll throw it up on the...
I got it.
Oh, you got it. Okay, cool.
Yeah, it's a campaign to fill one of their liquidity pools
and add on growth to one of the Henlockers.
So just a strategic push for injection of liquidity in a Henlock.
Yeah, I mean, May 5th is cinco de mayo guys
so uh look look for uh cinco de mayo related meme coins on the fourth like guac i think was one that
popped off like two years ago you missed it yeah i mean you're missing a whole day there's may the
fourth that is going to be way bigger than the star wars all the star wars shit's going to come
out on may the fourth so be on the lookout for that this weekend.
That's true.
I think these kind of like buy the rumor, sell the news.
I think the pumps happened the day before.
So if you're any kind of Cinco de Mayo coins, probably selling the 4th, not the 5th.
And then obviously we have the Abstract Games going live next week.
So next week's big.
Gigaverse just announced one of their badges.
The official Giga Juicy Abstract badge is now live.
To earn this badge, log into Gigaverse.
Consume a GigaJuice available from the vending machine.
Lower durations of GigaJuice come with exclusive items.
You have five days to earn this badge.
So just another badge inside Gigaverse
that they just announced about yesterday.
So appreciate you guys.
Love you guys.
This is the last show of the week.
We will be back on Tuesday.
So you guys have a great year for your weekend. Don't get rugged. I'll leave you here for Chief to end it. See you guys love you guys this is the last show of the week we will be back on tuesday so you guys have a great year through weekend don't get rugged i'll leave here for chief to end it see you guys on tuesday have a great day you know appreciate everybody that came out hopped
on stage gave a take participated it was an awesome lively conversation today helped time go by
appreciate everybody that wrote it out with us throughout the entire time too means a lot
especially on when we have the the plus and not the pill, right?
It makes it harder to get the space out there.
We do this Tuesday through Saturday, 10.15, until about 12, 12.30.
Tomorrow, we will be off.
So the best and easiest way is to just throw noties on for the TDA,
as we don't tweet, right, besides just about the show.
After the show is over, there will be a thread that goes over everything that we talked about
and a resource for all of those links.
Any likes, retweets, engagement on that go a long way,
as they're how we continue to get more opportunities for the TDA.
Guys, be safe this weekend, right?
If you guys are celebrating Cinco de Mayo or anything like that, right,
just be safe, and? Just be safe.
And that's basically it.
Catch you on Tuesday.
TDA or stay poor.
