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THE DAILY ALPHAโป๏ธ
Recorded: April 23, 2025 Duration: 1:45:31Space Recording
Short Summary
In a lively discussion, crypto enthusiasts explored the latest trends in token launches, partnerships, and growth indicators, highlighting significant developments such as Zora's token airdrop, PayPal's yield-generating stablecoin, and Bitcoin's market cap surpassing Amazon's. The conversation also touched on the evolving landscape of crypto regulations and the potential for new yield opportunities as traditional financial institutions engage with digital assets.
Full Transcription
Thank you. welcome back welcome back the great day to cut the grass. So, on my walk, I'm sure you can guys hear the leaf blower behind.
It will be gone in, like, 30 seconds.
So, appreciate you guys.
Uh, man.
Oh, God damn, bro.
He's getting closer to me.
I'll be right back
I'll be right back.
it's kind of wild
that you just decide to be outside
and walking around still
but hey
if it keeps your blood doing
and flowing
I do all that just inside the house
I got a little treadmill too
so that's nice
get the vitamin D rolling get the tan going inside the house i got a little treadmill too so that's nice yeah i probably need to get one of
those but get the vitamin d rolling get the tan oh yeah the sun is out is this definitely like
you know because i mean it's been kind of shitty weather but it's gonna get to the point where it's
gonna get like deathly hot bro yeah yeah like down here by 10 o'clock it'll be like fucking 85 degrees and this you know ac don't
stop it's going non-stop so yeah it's gonna take advantage of while you have it you know like
there's gonna be a lot of days where it's gonna be 75 and beautiful so i figured you know even
you know walking and talking like just thoughts come to my head quicker than just sitting down
staring at a screen so oh yeah that's what i told you that's why i can't do like the the live streams on camera because i walk
around the entire like house while i'm doing the show and stuff like i'll be chilling while i'm
listening but and then when i start talking or something uh like i just start pacing and whatnot
yeah yeah did you claim your azora airdrop or did you get any i think i got like they they did like
one two three four five and i think i got the 21 then i went to the zora and it's like it's at a
cent so i think i got 20 cents so that was wait wait you did you got some i thought you didn't
have any money i thought i did i went to the unofficial airdrop checker and it said at zero
and then this morning there was a someone else created another one that was like a bulk wallet checker.
And it said three of my accounts were eligible.
So I basically put those into the Zora claim.
I haven't seen that or I haven't even gone to the.
Or can you actually post the official Zora website?
I'll do it right now.
Yeah, because no, I didn't check.
Once I looked at that unofficial checker, and I mean, I even thought to myself, too,
like, how much more could I really get?
But, I mean, just in talking about that, too,
like, well, we'll talk a little bit more in length,
but what we talked about yesterday in terms of Magic Eden coming back
and, you know, re-airdropping people.
So that's coming back around, too.
They said that they messed up and uh
so people could expect another little stimmy in this uh i mean it's seeming like a good market
right now a nice little pump so yeah yeah i mean people are complaining about it because there were
already people able to dump um before the claim went live and obviously if you guys know how to
get inside contracts and stuff you guys can you know claim it you and obviously if you guys know how to get inside contracts and stuff
you guys can you know claim it you approve it bro you just approve it and that way as soon as
it hits your wallet you're ready to dump like instantly you know yeah and then people are
looking at like who's getting allocation and there's like by bit and all these fucking exchanges
we're getting massive allocations jesse pollock has 2.1 million uh dollars worth of zora so it's like you know these
motherfuckers are eating and then like the people that i mean i'm not saying that i'm a zora maxi
or anything but you know i we participated in the open edition meta and it looks like i got less than
a dollar i mean i did those i purposely went through and minted all the nfts for um what do you call it uh bara shit you know and i went they
jumped all the chains and zoro was one of them and even smoky i think mentioned or jenny mentioned
it that they minted like a whole collection and they had originally been uh allocated zero
zora so oh i got one i got an allocation for 160 uh zora so what'd you say that's good dude that's a dollar
dollars that's good as a dollar bro like you have no shame me uh pinned up top i got a couple things
oh you posted the same thing right one is the ultra with the compression checker and then you
can also see that you know ultimately you can run anyone's wallet. And secondly, this is kind of an
example of the downfalls, right, of just this wide net marketing. And I mean, it's beneficial,
but it's also bad. So Bybit or Binance, sorry, offered $150 to anybody who KYC'd and used their
smart wallet for some Zora, right? And so literally, I mean, people got $150
and just dumped it instantly.
So it's stuff like that that you can kind of,
now I'm not gonna say go farm,
but when people say that there's easy money
and you're just not looking hard enough,
in a sense, there's easy money, right?
I mean, and just talking about these kind of offers,
I'm gonna see if I can find it.
But yesterday I got a pop
up saying that if you deposit two hundred dollars into eToro right you can remove it right after you
can remove it after however many days but you create an eToro account you deposit it they will
give you slash buy you a bitcoin conference ticket right it's while supplies last, but that's a $600 conference
ticket that you're getting for free for you to grab 200 of your dollars that you already have
and just deposit it into their platform and then move it off after, right? So eToro is just like
any other exchange, I would say a smaller tier two or three exchange slash app so there's not really that kind
of risk it's uh safer than cash app right but less safe than coinbase so to speak but if you
want a free ticket to um the bitcoin conference you haven't bought it yet i mean that's a 600
quote unquote offer uh for similar to just how you know what I'm saying about the by event
Binance sign up create an account get some free Zora token
This is the same thing. But now you get a toke a pass
Sasha ticket to Bitcoin conference. So
Let's go, baby. Yeah, let me see if I can find that but yeah, dude
I saw that yesterday and I was literally I got it in uh i guess an email or one of those like i don't know where it was like a targeted ad but yeah it was literally an etoro
link and you just go sign up and uh you get to get deposit 200 bucks in usdc uh and then they
send you a link to claim your free bitcoin conference ticket would you go to the i mean
i guess the conference is the conference i actually thought the conference
at nashville was pretty interesting there's a lot of setups and stuff um a lot of people to talk to
so i'm not sure like this year if it's going to be as good because of like not really that much
going on in bitcoin i know we have all kinds going but like kind of the builders have kind of moved on
to other things so it'd be interesting to kind of see you really it's not the ordinal no this isn't an ordinal like conference i know but there was a lot of
like inside the conference room where the conventions is there was a lot of ordinal
centric booths that were set up to like uh talk about opnet and a lot of this other stuff which
i thought was pretty interesting to learn oh yeah but i still think that this in terms of like this
is a huge year for anything Bitcoin related
Right. I mean like I'm even going to a couple just a Bitcoin miners meetup
There's like the first Bitcoin miners meetup in Austin. I think in May or something like that
I mean like I think that right now anyone that's in the industry for miners or anything like that with this
Mass adoption rollout
This is I mean everyone's kind of hyped you know i just feel in
that sense of it's a good time for the quote-unquote vibes are high uh you got the president
of our country bidding bitcoin creating strategic reserves adding legitimacy to our business so
i don't know dude i think this is going to be a better conference than trump speaking initially
because this will be him coming through and saying I did
what I said I was doing look at Bitcoin look at the reserve you know and I mean that's exactly
what's about I mean that's how I see it he's gonna come tout his horn yeah and Ross is gonna be there
talking to you I think yeah so that's why I mean in that sense not so much I'm not really excited
like oh cool ordnance presents like yeah that's a byproduct. And then there's Vegas.
That's going to be a big distraction.
But I mean like actual, if you're interested in Bitcoin, oh, I think that no one's been as hype as they've been at this moment in time.
You know, with everyone bidding, Ross out, Trump, quote unquote, our president bidding, strategic bid.
Like, yeah, I think it's hype.
Yeah.
And yeah, I think it is.
This cycle's, you know, Bitcoin cycle.
Last cycle felt like an ETH cycle.
So this cycle is definitely like a Trump Bitcoin cycle.
All the institutions, all the banks, everything's, you know, showing that Bitcoin is like a hedge now.
So you even had Bloomberg yesterday talking about how Bitcoin is a hedge to inflation and another possibility for gold if you're interested in getting to a safe haven.
So we have all the major institutions and investors all now touting Bitcoin, which they've never done before.
So this is definitely a Bitcoin cycle.
And you can see that with the Bitcoin dominance.
But I think the reason why everything's pumping is just Trump kind of easing off what's going on.
And him kind of capitulating off what's going on, right?
And him kind of capitulating a little bit with his words.
So Trump may cut China tariffs to ease tensions.
The Trump administration is weighing major tariff cuts on Chinese imports, possibly by over 50% to ruse trade tensions. Sources say no final decision has been made and options remain open.
to say no final decision has been made and options remain open. One idea is a tiered system,
35% on non-strategic items, 100% tariff on goods tied to national security, and phase in over five
years. Trump confirmed Tuesday that his 145% tariff could reduce but won't be zero. Markets
reacted positively to the news. China responded by signaling openness to talks, but warned it won't negotiate under U.S. threats. Some Beijing see Trump's shift as backing down. So got a little
capitulation on the timeline and something that none of us knew about yesterday, which I think
is kind of leading to this, is was there was a closed door meeting that happened yesterday. So
retail investors were cheated. Yesterday at 12
p.m. Eastern, U.S. Treasury Secretary Besant said he sees de-escalation with China and the current
situation is understandable. These comments were provided at a closed-door investor summit
hosted by J.P. Morgan. This summit was not open to the public or to the media. Then at 5.18 p.m.
Eastern, Trump said tariffs on China will not be as high as 145%.
Bessett effectively told the closed group of Wall Street investors that de-escalation with China
was coming before the public knew. The result was a plus 5% in S&P 500 futures for a total of $2.2
trillion on market cap. Investors at the JP Morgan event were able to front run these headlines how fair
is that for retail investors so all kind of comes when Besson had a closed door meeting
and then obviously the rhetoric changes which I think you know the stop these JP Morgan fuckers
bro everybody's just crying like when we get we got some love on a Sunday and everybody cooked
you know oh he's the greatest of all time
and now he throws them a bone too oh you were cheated why didn't you tell me first and it's
like damn bro i mean you got to play both sides of the scale right i think that also the interesting
part about this is i mean when you saw the the art of the quote unquote the deal right and then it's
in reality it's just that
it's trying to force the negotiation aspect but dude china's been planning this whole like becoming
a quote-unquote superpower or you know the superpower alongside russia um whatever that
may be right for years right they have a longer time horizon than we. They're not going to blow that up over a pissing contest and some hot emotions, right? Nothing right now is going to make them
rush into what they already have planned for the next five to 10 years in terms of just
automation, AI, and just that, right? I mean, they're already forcing their kids at the age
of six and up to start taking AI courses.
Not forcing, but that's now part of the curriculum.
They already have plans for this whole idea of becoming the elite and continuously improving themselves to, I think, just blow that up in one hot-headed meeting.
Ultimately, tensions were hot.
They felt like they were trying to get or they were getting bullied.
They're not going to allow that to happen either.
But at the end of the day, it's like no one's going to show their whole hand right now if they don't have to.
Right.
They're really just trying to hold back and, you know, test the waters as long as they can.
And in a sense, if they don't have to blow up their plan, they won't.
I agree.
It's all about holding the cards close to the chest.
And, you know, negotiation is and you know negotiation is you know
you can't be a punk right but you also i mean is that like i'm not a punk like you're not going to
just bully me out but it's also don't think that i don't have something if i need to or i'm not
you know moving on my own kind of thing yeah what is this a Secretary Besson says a full trade deal with China may take two or three years.
Great.
That just broke, though.
I mean, like I said, these things are going to be long drawn out to get the best deal possible.
Obviously, this is probably going to, you know, if China, you know, Z isn't going anywhere.
He's a dictator.
He's in power forever.
So time's on his side.
Trump only has two to four years.
So China could possibly get a better deal if they wait for Trump to get out of office.
They're just going to look over and be like, do y'all still want to make a deal?
They're like, no, no, the new people don't want to make a deal.
OK, cool.
Bet no deal no more.
You know, it's over.
Yeah.
And I think something else that's kind of leading to Bitcoin, Bitcoin going up is SoftBank just announced to buy 900 million Bitcoin.
And I guess this is something that Jack Muller's is behind.
Tether, SoftBank, and Jack Muller's launched 21, a Bitcoin native public company backed
by 42,000 Bitcoin, becoming the third largest Bitcoin treasury globally.
So I guess they're trying to compete with micro strategy and trying to maybe be you know somewhere
where people can go to you know get Bitcoin OTC or use it for collateral and
liquidity they just pull up his chart in how his performance has been in I mean
if you have any remote chance of like or sizable stack why wouldn't you try to be like micro strategy or
at least to a certain extent implement that right i mean now you saw game stop doing it
uh fucking stocks skyrocketed i think it's up 50 60 percent since then and so the more that the
bitcoin what is a balance sheet model that we see so doesn't surprise me that someone's going to try to do that and it i mean these are individuals and you also have nation states bidding so
yep and then uh bitcoin just market cap uh past amazon right behind google navidea's in the sites
gold is the fucking uh goal here market cap at 2222 trillion, Bitcoin at $1.8 trillion.
If it gets over $1.85, it's past Google.
So Bitcoin, this is just like a self-fulfilling prophecy.
The more it goes up, the more people are going to get bullish.
And just all that, we always kind of bring that up when Bitcoin starts pumping.
And I guess two more things.
Financial regulators, OCC announces US banks can now legally engage in crypto-related activities.
Crypto custodian stablecoin reserves and using DLLTs as stablecoins for payments are legally permissionable.
So now it looks like banks are going to be offering their own stablecoins and crypto custody rolling out today.
I didn't know much about this, but this kind of was announced four hours ago
by this guy on a video.
And then I guess the last thing is PayPal.
Their stablecoin will pay you 3.7 annually
on PYUSD stablecoin to boost adoption in the US yield.
So you got everybody creating stablecoins,
banks now launching stablecoins,
now banks get involved,
JP Morgan getting closed door meetings,
soft bank launching fucking,
buying $42 million or $900 million worth of Bitcoin.
It's a bullish day.
Obviously, I think, you know, we're sitting here at this level.
I think we probably stall out here.
93, 94.
I just think this is probably a place where we have to consolidate a little bit
before we go higher.
This is what everybody was looking at, 92.
Now we're at 93.5.
But just a few charts here for you guys to kind of look at,
see where people are looking at.
I like REC Capital.
It says, downstate deviation is on the cusp of ending.
Bitcoin now needs to stabilize above 93.500.
Ideally, BTC needs a weekly close above this level to reclaim it as new support
to re-synchronize with a former reaccumulation range.
So just a lot of that.
And one quote that I thought was pretty relevant,
and what's great for you guys to stick around,
was what Cold-Blooded Shiller said this morning,
which I thought was a great post.
He says,
It takes a green in bearish conditions to feel like you've missed a bull market.
It takes a day of green to have the
whole feed chastise you for your stupidity and not buying the bottom. The charts being so obvious,
the narrative being so clear. You've missed nothing. If we're changing the tides, then you
have more time than you ever needed. Don't let people convince you that you are somehow frozen
out or need to perform stupid actions to get
involved history has taught us that all you need to do is participate again assuming that the tides
have actually turned this isn't just a green day you could have bought any day over the entire
month period and still seeing multiple x's in return both of the major both of the last major
trends only thing that will fuck you up is wallowing and
absorbing the shit people will tell you on here. Everything, everyone is different systems,
different criteria for entry. Someone might have a better entry than you, but you might hold the
market twice as long for double the returns. Nothing matters except you, your finances,
and your mindset. So you're going to start seeing P&Ls and all this stuff saying,
but like a lot of people say, I'm not going to buy a falling night. I'm going to wait for
the trend to change. And we have seen the first transition of the trend to change. Yes,
you weren't calling the bottom, but you have plenty of time to accumulate what you want.
Retail isn't here. The tourists left. They're not coming back. So you think you missed out.
You're still buying these Pico bottoms like zero bro went up yesterday. Everybody's like, Oh, I missed the pump.
All these guys, I missed the pump. Like you're going to have time to reaccumulate these things
at these lows and you haven't missed anything. All that everybody left and you're here still here.
So just find things you like and accumulate. And you have plenty of time to make these multiple
X's. Don't go, you know, doing 20X leverage because your buddy made a thousand dollars yesterday buying the bottom. Like everybody's
different. You have plenty of time to accumulate and you're here. And that's what makes you better
than everybody else, because now you're seeing the tides turn in real change and real time. And now
you can accumulate at these levels. And then when everybody comes back, they're going to be buying
higher than you. So I thought it was a good post to kind of sum up uh what's happening here no one's buying any tops this is just a trend change you have
plenty of time to accumulate the things that you like you didn't miss the pump it's all there so
just want to bring that up to you guys and uh let you guys know that you're at the right time at the
right spot and start you know focusing on the things that you guys like to invest to don't you
know follow ko wells do some research and have your own thesis and you'll
be fine so so i'm gonna bring that up uh what up jit what up brother how are you man yo fucking
great ports up 30 you know just uh i mean i feel like we like the last three weeks were just like
all great buying opportunities to be honest when we you know we retrace back down to like 75 74 um i don't think right now is a good
buying opportunity truthfully i think maybe like you said if we see another pullback you can start
buying but yeah i mean yo i used to trade like 50x leverage like um in september last year
but i i ended up actually reducing it a lot and I sleep better at night
with like 20x leverage
and like a little bit more size
but that's only like on a few things
you know like Sol or BTC
which you know most of us kind of watch a lot
but yeah I'm feeling really good
I think I
like a shout out to like a few coins
that I think were just like
that we had generational entries on Pepe,
Ina, I think Popcat, you know, Farcoin, obviously,
like a lot of these tokens just like really showed life here.
The one that I've been scratching my head about is AI 16C in particular,
because, you know, they launched a, uh what's it called an agent platform recently
right and i checked out the site the ui is super fucking clean um but wasn't it like robos.fun or
something what was auto.fun auto.fun yeah there's so many of these things yeah so you know it's like
it's kind of weird but it's like ai16z has just
been like a weird play uh mainly because you know there was a lot of founder risk but at the same
time you know there was a lot of traction in the developer community and like they have a very
strong community that's not really like you know like ct affiliated um but you know, like CT affiliated. But, you know, I generally am like relatively bearish
on a lot of these agent platforms,
mainly due to the fact that outside of Web3,
like agents as a service haven't really found
product market fit yet because the technology
just really isn't there.
Like that's just like the honest answer to that um and eliza the eliza framework itself is not something that i
am bullish on long term in terms of like uh a framework that could actually build agents at
scale i think there's a lot of better frameworks out there. Shout out to Gito Framework.
If anyone's interested in checking that out on GitHub, Gito Framework. I know the engineer behind
that and he's an absolute chad and he built it on Elixir. And for people who don't know what Elixir
is, Elixir is a coding language to build highly distributed systems discord and whatsapp and
telegram are all three of those which you know have millions of users globally and are running
like a million different concurrent like operations all of those are built on elixir
um and you know that's kind of what i'm looking for here is like, what kind of like, you know, like who's building like agent tooling and frameworks that are actually going to be able to scale, right?
And I think that's like a good area to like start to place bets because like I said, the tech isn't even there yet.
So we are early.
And like these are like long-term plays in my opinion so if any of these companies do come
and like launch tokens and crypto you know i definitely think those are like longer term
holds um you know there's a lot of chatter about bit tensor right now because uh because of that uh podcast with um raul paul and the founder of of grayscale who i had no idea
was that much of a fucking legend dude has been in crypto forever and is like had like owns like
several of the biggest crypto companies but he's very bullish on bit tensor and there's a lot of
articles coming out on twitter now about that um so I haven't really done any research in there,
but I think that's something worth exploring. I think right now, the best move is if you got it,
if you bought the dip, congrats. If you didn't, I would just be spending time doing research
and getting better at understanding Bitcoin on a higher timeframe right now.
like you know like bitcoin on a higher time frame right now um but yeah i'm i'm i'm pretty bullish
oh and sui uh i i i know you guys have been watching sui like that that is an ecosystem
that is just gearing up to explode and uh they're actually i actually just had a ama with one with
the head of partnerships at sui yesterday and he was giving me the alpha on Sui Play.
There's still like less than a thousand
reserve orders available.
So, you know, I think Sui Play is going to be
very similar to the Solana mobile phone
where there's going to be airdrops coming.
I think there's already like $200 in airdrops
that holders are going to be able to claim once they get their their suey play and it's retailing for 600 bucks so i think
i think suey play right now if if somebody wants to like you know put six hundred dollars away for
a little bit and you know wake up to a nice return come q4 when we're in a full-on bull
in my opinion um i think that's a good move.
And also, I'm in the middle of it,
but right now, at Cube Exchange,
we're giving away $85,000 in prizes,
both in SUI, USDC, and iPads.
And we're also going to be giving away
reserve orders for suey
uh for the suey play as well so i i pinned something up to the top if anybody's interested
i think right now we're we're probably one of the only uh products out there that is not only an
opportunity to quote-unquote farm some stuff but also earn cash and like physical rewards i think
that we're really pushing, pushing the needle here.
So for people that are, like I said, like, you know,
looking for something to do during a lot of this like crazy volatility,
like definitely like hit me up. But yeah, thank you, Espresso.
No problem, dude. I mean, the Tau subnets was a good, I was, you know,
I did a little research last week when the whole market was crashing and like
Tau was one of those tokens that never seemed to have a good entry point.
It just felt like it was expensive at $500, $700, and it finally came down.
When the market was crashing, it was going up.
I think they changed some tokenomics with the subnets and stuff like that.
So Tau, I think it was different.
But I think a lot of people don't even know where they researched Tau.
I found a website that you could track all the TBL and all the volume on it.
It's called TaoStats.io, T-A-O-S-A-T-S-T-I-O.
And you basically can go in there and see the subnet values, total market cap, the total volume, all the subnets and all that stuff.
And, you know, we've been doing, you know, doing research on that draft AI one, which basically is using the subnet to machine learn like tendencies of sport athletes in soccer.
And, you know, we've been doing, you know, doing research on that draft AI one,
And like they create like betting platform for like betting algorithms for you to kind of beat the competition and shit.
So I actually think, you know, Tao, if you are looking at AI, is that a nice, decent price at 320 bucks?
And they have a lot of stuff that are developing, change tokenomics, and're actually have people building on there and actually you said like grayscale and
all the other stuff so i know we don't really talk about it that much but it's something that's
like continue to develop and they have some of the top builders over there too bro so
yeah it's like so i'm looking at this site right now right it says is this market cap the market
cap of bit tensor 2.8 bill or is it like that okay so i guess what
would be interesting right is subnet value yeah how can we track the total market cap of all the
different subnet tokens right that will that's probably i mean look what is go look at what tau
is uh right now and what the market says this says subnets value, $2 root and alpha.
I think the total market cap, some of these are on here,
but it also gives you the name of the subnets and what they're all priced at,
their daily ups and downs and stuff like that.
So you guys can use this research.
They have subnets, blockchainators analysis investors and dashboards so
tau sats.io if you are interested in tau is probably the first place you need to go to do
your research to get like more in depth on what that is so i found that the other day and was
doing more research because i'm kind of out of the loop but i just keep people talking about it and
it's interesting and it's probably the top you know leading ai infrastructure play that i know of so
that's a good start if you guys want to look at it.
You think AI is going to run back hard right here?
Hell yeah, dude.
It's just the right side of the pendulum.
We have memes and then we have utility.
And the only thing that has any worth of a damn that's utility is AI.
At this point, has any mind share is AI, AI infrastructure.
So it's just a matter of time until that pendulum swings to the other side.
And we actually start investing in execution risk and people people again so it's just a matter of time and you just saw that yesterday with all the ai coins
like turbo and zero bro all like all came back to life bro alk also up like i think 40 or some
shit over the last week so they're all catching bids again i mean it's not not to say that it's
here to stay but it's kind of like what x said I mean you're not having the daily 10 mil runners anymore in that sense right you're having
more so uh communities once again working for their bags and in that you know culture coins
so it only makes sense that these infrastructures and actual sustainable let's just say utility
plays do at least catch some type of a bid what up double gm
yo what's up listen i'm not falling for it this cycle guys all right now utility blah blah blah
blah none of that matters it's still the same cycle narrative the same cycle whatever yeah
it's the same cycle but it's really about whatever you guys decide to tell the story right like
whatever you guys go into the back room with your your little cabal and you guys decide to tell the story, right? Like whatever you guys go into the back room with your, your little cabal and you guys buy a bowl of influencers. They look, okay.
You go into your chat to BC, you figure out, okay, what's this narrative coming up near?
It may be AI and maybe suey games, whoever. I don't know what you guys are going to come up
with next, but I'm just waiting to see what stories you guys start telling on the timeline.
And then I'm going to make my move. See, I'm starting to learn what you guys are doing. All right. Don't tell me about utility. You guys don't make anything
worth anything to do anything in the real world. Okay. This is like the digital world, right?
So make something that we can create like in a virtual space or something. And then maybe I'll
be like, okay, that's cool. I'll buy into that utility, but you guys are not making real world
products and tokenizing them. All right. That's not going to be a thing this cycle. Okay. So just make the
story up. Tell me what the next story is. Hit me in the DM and let me get in early this time.
Bro, what are you talking about? I do agree with you though. I kind of sleep well with 20x leverage now, especially on the bigger coins.
So I agree with that.
Yeah.
But all the other stuff, I'm not really buying into.
The problem with you is we tell you the story and you buy it whenever it's priced in instead of actually taking a risk.
And that's your main issue.
Yeah, because the stories are fake, right?
Yeah.
So if the story was real, I wouldn't have to worry about it anymore.
Bro, that's the thing.
We're not here to...
I quit arguing with motherfuckers
over whether shit is real a while ago.
Because look, the reality,
half of them can't even hold water on their own.
You ask questions about their product
and then they're mad that they don't know.
It's my fault you don't know the answer.
How the fuck?
We're seasoned veterans in this space.
But there's a lot of new people always coming in and out right so i just want to be the voice to them
say hey listen they're gonna tell you these stories and these narratives and things like
follow the narrative right but you got to be quick because someone like me will maybe not be on top
of everything right i hear this one thing ai right i'm like oh in my in my mind i'm like this is
bullshit right this is i don't get in cycle bro mind, I'm like, this is bullshit, right? This is metaverse of this cycle, bro. This is the metaverse
of this cycle. Okay, metaverse. Right, right.
So I didn't get in super early,
but I bought into the narrative, right?
Like, oh, Eliza OS is going to make all the
agents, whatever, blah, blah, blah.
Into the real world,
and then we're going to have these blah, blah, blah
influencers. So I bought
into that whole thing.
So it wouldn't matter. If that was a real thing, it wouldn't matter if that was a real thing it
wouldn't matter if i got in day one or day 60 right but yes it does matter if it only lasts 90
days but the real people that are actually touting ai those people aren't selling us anything i mean
i don't know if anyone's actually noticed that like the people that are real ai devs so to speak
not the ones that we see on crypto twitter but like take boo. That's what I'm saying boo don't talk about selling no coins. No nothing
He's like yo use chat GBT. It's 20 bucks plug it with Kurt
You know, like he teaches you how to use loads that are available that are he did
He did sell me cypher. No, no, but dude, I mean like
Take yes, that was during that meta, but I'm saying now if you take it now and just these ai
creators they're pushing you to use the free stuff not trying to sell you a coin or an agent that's
yours kind of thing right right and i agree with you if all the lady agents like chat gpt are all
free then none of these agents have a worth of a damn to compete with that i mean yes they might
have a market cap they might go up like the story but none of these are going to compete with real world
agents no one's going to use the fucking crypto fucking agent in their fucking business they're
going to use ones from chat to p google and the ones that they know bro yeah but those agents yeah
that well those agents aren't like this is the thing there is literally like there's no agent
on the market web 2 web 3 that is actually able to like do things autonomously.
Like the tech really isn't just even,
I had a call yesterday with somebody who's deep
in this space, right?
Who's building out, right now what he's doing
is he's doing, he's building out use cases
using his framework to provide agents for companies.
So he's building like, he's doing,
he's having these agents do very menial, menial tasks to help save people an hour a day. Right. But there's no,
but that's just, that's just basically like automation. This is a better, a better version
of automation is what we had before, right? Exactly. Exactly. You could, you could plug,
that's why all of this hype. But that's not autonomous. Yeah, it is all hype. And, and,
and the other thing is if you could actually build an AI agent framework that could scale out and do this whole big thing, like you wouldn't be here in crypto talking about tokens.
You would be in Silicon Valley somewhere raising billions of dollars for this framework because there's way more money there than there is here.
Right.
Yeah, that's low key.
I think Beacon left us.
He was like, y'all are a bunch of fucking losers
and vegan's like i started an ai company hit the deuce and i ain't seen him in like since he
started the ai company yeah his ass i mean in real life alpha dumped everything and said
see you nerds yeah because if you have an actual product in ai you can go out there right now on
your own vibe code it put it out there and start making money like residual income right now you know hundreds of thousand dollars a month if you
had something real right so you're not fighting you have something every day about why the price
went down or why the price or what's the next token burn and all that like you know you actually
have people buying the product willingly but i do i do think there's there's value here in crypto
in terms of like raising capital for your startup
or whatever. If you have something and you're like, okay. But if you're just like, hey,
I'm putting this meme coin out and then here's the roadmap and the coin's going to go up as
I produce better stuff, then that's just you. That's a totally different thing. But if you're
saying, hey, I need to raise some capital so i
can build this framework and i want to bring this to the public and eventually sell it blah blah blah
something like a uh like a kickstarter for your company that that makes sense to me but don't try
to like do the whole nft thing where it's like you know the value of the thing i bought based on how
much you produce or whatever and the value is going to go up and i hold it until you fucking dump it to the floor right that's not going to work uh did you lord or
or even maybe you doubled it any of you guys see that mint that went on yesterday with the ai agent
from i think it was called like think these are the guys right now on magic eden i think it's live
today on magic yeah yeah it started yesterday it was pretty expensive but these are the people that remember uh new york last year or two years ago whatever
that they're putting up those posters all over the wall those red uh it was like a fist and it
was like decentralized ai intelligence and all this like it was like guerrilla marketing i think
felix left to go work for them. That's them, right?
So I just wasn't understanding what's so special about this agent that they're promoting or, you know, I mean, ultimately you get a token allocation with it.
And that's kind of what you're buying, right, is the agent NFT slash with the allocation of the token.
But ultimately, it's like, it's just what's the point of selling an agent, right?
I mean, this is just a fancy way of doing a pre-sale you know i don't know i just get confused as to the
exclusivity that you have that you can give someone when it comes to these black boxes that
they can't go find with web 2 agents and products easily right at like a 50 to 100 price point
their marketing is your first edition agent early access to beta
testing think tank access art on arc by by silic and more so you're paying 0.21 was it ether or
whatever i don't know if this is an ether solana but it's pretty expensive just to get beta testing
for a fucking agent that you're basically uh creating l an element data for them to have a better model, bro
Well, that's why I don't get that's why I guess my biggest question when it comes to these agents if there's not something
That's your like, let's just say your niche or that's quote-unquote proprietary you
I don't think that anything can really compete and that's why you see all these like
Web 2 AI people just they're not telling you to go buy a thousand dollar agents none of that
right they're trying to show you how to string together maybe three four models or even maybe
a suite of models right that'll do these tasks that you want i mean i think we're at the like
depressive of it right and it's new and novel but ultimately like these models don't necessarily
scale for people who actually do this shit let Let me go onto the website right here.
The Mint is live right now.
Think Age of Bunnels on Magic Eden has two hours left.
Mint price is .27 ETH, five per wallet.
It says Mint 5,000 Think, Mint 2, 49, 4,000 Mint, blah, blah, blah.
First edition Think, 10% chance to reap 10,000 Think bonus.
Access to sole agent platform.
Access to Think Think staking rewards.
Digital art.
This is all like what?
This is just a basic ass roadmap.
And it's very expensive just to get access to this motherfucker, dude.
Like, oh, you might get a chance to win some extra Think.
But we don't even know what the token of the think is and then hey but if we met out you could
train our models we're gonna be raffling off a tesla and some tickets to maybe go to japan
yep so i know i know i know y'all want that so maybe go to japan and the tesla what does
blockchain do it creates a place where you could speculate on value that
wasn't there before. We all use these things as like, oh, does this have utilities? So we play.
But all we're sitting here is like, we're veterans. We understand the magic trick.
Can we make a profit off this narrative? And that's all what we're doing. And if people think
that they could flip this for a profit, they're going to miss it. It doesn't matter what the
utility or the narrative the market is. These are vessels of speculation. You can fucking sugarcoat it,
whatever. If people can't make profit off it, no one's going to mint it. Someone will pay $15,000
for a mint if they could sell it for 20. So it's like, yeah, that's what I was saying.
That's why that narrative of like ETH is too expensive to me never made sense, right? Because
I mean, we traded on ETH for years while ETH was hotter or still, quote, unquote, alive.
Like, it doesn't, you can sit here and say, oh, it's too expensive.
I mean, my guy, if you're paying a tax, if you got to pay the piper $500, but you walk away with two or three grand, like, pay the piper and tip his ass so he'll, you know, speed run this process for you next time right i mean in that
sense it's like why create friction there is no too expensive to play that only comes into play
if the margins are actually not there right and you're trying to squeeze margins because in reality
like you said no one cares i mean everyone burned what hundreds of thousands of or shit millions of
dollars on the other side because there was a chance of minting and actually flipping it for a 20x
Ultimately people were highly upset because they weren't able to write but that's primarily the uproar is that they lost money trying to make more
Right. No one cares to put money up to make more. They just care if they lose it in the process
Go ahead Alex and then we'll go to fluffy and then just keep the ball rolling yo gm um i came up to say something uh unrelated to the to the
ai agents but now that we're talking about that i just wanted to add that 99.9 of the fucking ai
agents we see in the space are larps and they don't do anything useful this and it's exactly
what express has said it's all like vessels for speculation and fucking meme coins and you know that because look at all of the ones
even the ones that were doing so well went down 95 oh obviously they were overvalued anyways but
like they went down 95 and then every other one that was like oh this is gonna be the next thing
oh it's so good on fucking virtuals yeah this. Like, we've got this new white paper.
None of them even fucking exist anymore.
So, like, it's all Larky.
And, like, people who are actually, like, versed and educated in coding for AI and doing that stuff have looked at this space and been like, bro, this is, like, juvenile garbage.
So, like, if you want AI stuff to be actually useful and not spend too much money on it,
ChatGPT and Grok are like honestly fucking great.
But speculation is fun.
And if you make money off of that, that's fucking great.
But what I did come up to say is
I am so grateful as a creator,
so grateful to have institutions like Zora
coining everything for creators,
giving us this free money and supporting creators the
$40 I got from my fucking airdrop this morning is life-changing. Thank you Zora
I feel so great right now with your token that's gonna go straight back to the VCs
You guys are so great art is gonna live on chain forever, but Bera. That's all I gotta say
Haven't even had my coffee yet. That's all I got to say. Haven't even had my coffee yet.
That's how I feel about Zara.
I love that trick.
That's a great trick.
Where have you been?
Oh, my God.
Have you been climbing mountains in the Netherlands?
My airdrop.
Nah, bro.
I came from Italy, and I feel very spicy right now.
I need more of Alex in my life.
Love you.
You're just mad that the $40 goes a lot less far in Canada than it did in Italy, right? Well, no, actually,
you know what, the conversion of USD to CAD is still pretty good. So it's like, you know, 50,
60 bucks or something. So you know what, I'll take it. That's like a good amount of coffee.
So I will always look, I'm not complaining about free money. Thank you, space, whatever. I'll
always take your money. I don't like i didn't do anything but collect and mint some
stuff on a platform that didn't promise me anything in the first place so like in reality
i don't expect shit from anything and i'm never gonna like actually complain about money i'm just
saying zora's for the creators and they're so they you know they're doing everything for the space
they're gonna uplift art yeah let's go we should have saw this coming because like who really runs this
who really runs crypto us bro i've seen it coming for two months when they switched that fucking
thing from like oh we'll just make almonds automatically a one billion dollar supply token
why does art need to be a billion a billion supply that's a what a fucking joke. Anyways, I went off about this
two months ago
and then I came back
from vacation
and everyone's like,
oh my God,
Zora and BASE
are doing this tokenized everything.
I'm like,
bro,
I fucking went off
about this two months ago,
but that's okay.
Like,
who's going to like
pay attention to the art side?
It's just when people
lose money to get mad.
But anyways,
yay,
BASE and Zora.
Woohoo.
Yeah,
like BASE is Coinbase
and who runs,
who runs his bull market?
It's Binance and Coinbase. And when they
start selling, that's when the market goes down. So of course, if Coinbase is going to have an
airdrop, they're going to pump the market the day of their airdrop. So we should have saw that the
market was going to pump around this door airdrop whenever it was announced because they're just
going to like flow all the money and all their stables in the market to make the market bullish.
And then everybody's bullish about their token and makes their token go up
and makes them look good.
So we should,
when we saw the door air drop,
we should have like known that the market was going to pump this week,
bro.
But I guess they didn't release the details until like this weekend.
So yeah,
for sure.
It was definitely Jesse pumped all of our bags this week.
A hundred percent.
Coinbase.
I will say it like on like to devil's advocate myself really quickly
sorry i say lord has his hand up um like i have received a lot of financial like opportunity
through base and through farcaster over the last year and i will not discredit that there have been
a lot of things that a lot of creatives and artists have made money participating in and doing on on that chain so like i'm not like listen
i like i will again take any opportunity i'm grateful for everything that's come through
um i'm just very anti the tokenized all the art kind of bullshit and then the way that they've
like pretended it's been about artists so that's why i'm like salty about it but bass is given a
lot of opportunities so like at the end of the day
make the money where you want and where you can and and they have like support in some way but
you know could have made money on other chains too so the real cook's gonna be when the base
airdrop comes that's when the real bro win jesse win get this did i talk sorry very quickly did i
tell you guys about the Farcaster wallet before?
So if you have a Farcaster account, you just have to deposit, like activate the account somehow.
Just go onto your Farcaster account and it'll probably give you like, oh, by the way,
you can integrate your wallet directly into your Coin coinbase wallet and um base wallet directly into
farcaster and if you link them um i've heard through the grapevine that like the people who
do that like kind of the earlier the better might you know do better on the base airdrop whenever
that happens so if you have a farcaster account just go check that really quickly and make sure
that you deposit like five bucks into it we really think that base is gonna have an airdrop
i mean i haven't seen the craziest thing in the world that these motherfuckers hold back forever that you deposit like five bucks into it. We really think that base is going to have an airdrop?
I mean, I haven't seen the craziest thing in the world that these motherfuckers hold back forever,
say they're not going to do it.
And then they do it out of nowhere.
Theoretically, I was super like,
no, there's not going to be a base token on base chain
because it's dumb because ETH is the base token.
But there's theories from people
who are more connected than me
that base is going to have its own L2.
Sorry, like, no, that doesn't make sense because it isn't L2.
Like Coinbase is doing like its own chain.
Sorry, not L2, its own chain.
So that's a theory.
Anyways, but linking your wallet takes like five minutes.
I mean, look at Zora.
We didn't even know there was a Zora drop until three days ago.
So base is probably going to go down the same route
and like we'll get like a week notice. Hey, base airdrop. If we
took snapshots for the past six years, and if you fudded Jesse on spaces, you're disqualified. Like
that's, that's how the qualifications are going to be. So I don't think it's out of the right
question. I think it's actually great. Yeah, I know. I think it's actually great that there is
no token because you could just worry about building things and just blame it on the builders
that built stuff. Like I think a big reason why abstract doesn't get nearly the
fun is because there's no token like when like people talk about yeah right oh look at the price
yeah right isn't that what all that xp is going to go into yeah but that i think that could be
no i just think right now when there's no token no one talks about oh the token's down 30 they
just they just focus on the products that are on the chain. And it kind of prevents people from like, I'm not going over there. That token's down 60%
this week. So I think not having a token price ultimately just focuses on what's actually on
chain and not actually the token price all the time. So I don't know. I think it's a benefit,
but it's also, yeah, it's great to get those airdrops from those tokens too. But Lord,
you've had your hand up for like a millennium so let's go to you my guy yeah sorry lord no you're fine dude that's
all very bullish uh no yeah i heard decentralized ai i don't want to jump through a fucking window
um the fucking ai shit here is absolutely cooked you're right and if you want to if you want to
profit off of something find an ai project that's got massive hype and then sell into the fucking candles other than that
go learn how to run every type of ai model locally open source models okay like these
the platforms are cool but like yeah you don't need these fucking people uh you can just fucking
get yourself a laptop and you can run all these fucking models bro like learn how to do image
models locally learn how to do regular llms learn how to build agentic systems learn how to like make shit that does stuff by itself
uh you know autonomously all right there's these better off grabbing that money and paying someone
to teach you how to do all that shit so then you can actually create ai you're better you're better
off going you're better off asking ai yeah that's what i'm saying and investing that literally into your learning and you'll come out better off on the other side
than someone just handing you a model for that money it's like no i'll give you the money but
like teach me how to do it all and we're good you know so yeah solid point on that too public all
this stuff is public info there's githubs everywhere it's insane right now like the guys
that i know who are here actually like
cooking they're not fucking buying some token to use an ai agent they're just building it in a day
okay so like any of these fucking teams they just have marketing and shit behind it and they're
tokenizing it to make a bag um maybe there's a couple legit teams actually building here but
it's like everybody else said you're gonna be building in web 2 bro you're not you're not gonna
be building in web 3 for what but uh i agree with the like raise thing
though because like you know like we got looser regulations so like if you want to do a raise
to build like an ai fucking company that makes sense but an ai agent on fucking whatever dude
frank's wrong dude like solana's not the birthplace of, bro. Like all these motherfuckers are just lying to you.
And like, if you know, by the way,
if you learn how to do this stuff,
you'll know how they're doing it.
Cause like I've spent fucking years, dude,
on this AI shit and the open source thing
for probably the last like year and a half.
And every time something comes out, I'm like,
oh, okay, so they're just doing that.
Good luck.
And if they have hype, maybe I'll like,
dude, I got money on prompt.
Okay. Like I fucking played, but, and I just don'll like, dude, I got money on prompt. Okay.
Like I fucking played, but, and I just don't care.
Like, I don't think it has longevity.
Maybe it is.
Maybe that team does well, but regardless, it's like you, you made a token and you're
making a bunch of money.
I don't fucking give a shit.
Like you could do all this stuff open source now, you know?
And if you have fucking like $10,000, you can build a ridiculous setup and do anything
open source, any of these new models that are almost like close to frontier model level.
Like, yeah, there's, there's way more bullish stuff to look at in AI than this fucking shithole
is my point, but you can make money. So I get it, but, uh, okay. One thing, one thing I want,
one thing I want to add though, really quick, I think there are a couple of use cases that,
that makes sense in a crypto, right? Like I've seen a lot of these AI agents that connect to the blockchain,
for example, right? So I forgot what it is. There's one called Hey Anon or whatever.
And basically, it's an AI agent that trades for you, right? So that makes sense or swaps
stuff for you. So that totally makes sense to me, right? I go and talk to him, hey, I need to swap this Solana for Jupiter and I want to get yield, give me information. And then he
goes through and it says, okay, I can do it for you. And then it does it for you through prompting.
That makes sense to me, right? Banker does that. Most of these guys are using open source tools that anybody can use so it's cool
yeah but everyone is everyone is sure but even the regular world is the same way right they're
just wrapping their it's because you could say that about apps too right you know when the app
world came out it's like oh why would you use this app why don't you just go make the app
you know you know no one's everyone can't just make it so there are going to be tools that you
you are going to want to use so it's about whoever's developing this stuff needs to actually
solve a problem right and there is a big problem with swapping shit around right like if i want to
buy something it's like oh i got to swap barachain for blah blah blah l2 blah and then you don't
want to do it right so if i just talk to him hey dude i want to get into barachain i have eth on
this and eth on l2 blah abstract this
can you just do it for me and then he goes and he does all the that's what the whole
wayfinders appeal was right it was onboarding the normies for that and like i i sent it to a normie
guy and he's like oh cool i didn't even know that all the chains were there was a million versions
of eth you know and so like it does work to a certain extent
but I think the bet the one that I was most impressed that you were I mean that you just
referenced right now is I think it's called banker bot and that one I just go on a tweet and
I think through space bankers okay yeah and then it's just like I literally just go over there and
I say uh hey banker bot send 10 tokens to double ape and if you've created a wallet in there it'll just send it to your
wallet managing from mine like through a tweet dude and then post the hash right after and just
be like all right cool it's done and you're ready to go right so we could kind of oh what's up you
like my coin oh appreciate you for for liking retweeting or appreciate you for your comment
you won the meme contest hey banker bot uh send lord
uh 50 whatever because he won the meme contest boom transaction hash posted we don't even go
into a wallet we don't even leave twitter right so kind of a next step up too go ahead fluffy
appreciate you for having your hand up no problem waiting forever motherfuckers now um Wait wait wait hold on hold on hold on
Fluffy before you start you know how I know
We're back you know how you know how I know
We're back yeah
Fluffy's on stage all right go ahead
Exactly
I'd say the same thing about you double fucker
Yeah exactly
So the
W you hit on a very important point
Right so a lot of these AI narratives, the biggest market right now that AI is replacing in the
Nomi world is SaaS products, right?
So, if you are paying thousands of dollars on SaaS, now there's an incentive for a company
to replace that SaaS product their own because they want to train their own data.
They don't want the data leaking out, right? So one of the things that, you know, if you are a builder,
the easiest low-hanging fruit is that you can actually look at what are the common SaaS products
that people are paying, you know, thousands of dollars each month on just, you know, licensing
fees. And they're like, okay, can I disrupt that? And that's one thing that I see a lot of smaller
companies, even mid-sized companies are doing. And, you know, AI is not, everybody makes AI to
be like simple as, you know, training, you know, where do you get that data, right? That's where
all these gatekeepers, whether it's X or XAI or OpenAI, all these companies including in a meta has a head start on google because they
have data so even if you are building a great model you're going to not have access to data
and then second the gpus because that's where the big players are going to hold on you know you know
kind of created a mode and you can't even get through that now and it has become very expensive
the second part in crypto the way i see it is w touched on this make things that are there are
friction find a way to remove that friction you know how do you onboard you know transaction you
know if you if you are a normie when you come to crypto it's's very fucking confusing, but you can create an automated
assistant, right? Now, it doesn't have to be a, you know, general AI. It can be a simple automated
assistant that will walk you through the step. Like you're conversing with it. Hey, you know,
here's my bank account. This is what I have. Can you help me safely navigate and onboarding me to
crypto or DeFi? I think there is a play in that. And whoever figures that out that they can
really capitalize on that. Like even now, if you want to onboard or offboard, off of crypto into
a normal world, the Web2 world and Web3 world does not connect easily. You have to go through all
these gatekeepers to jump through hoops. And you when when you do the transaction they hold your
fucking money i try to like move like literally like not even much like 10 grand a couple of
weeks ago from robin hood and they're like oh you had to wait for 24 hours i'm like motherfucker
i need to pay people you know so sometimes that's an issue you run into and if we can solve for that
i think that would be a great i that's where I see where I like. That's the biggest friction for me. I mean, even us as crypto natives, if
trying to get, let's just say a substantial amount or anything under the thresholds, right?
Ultimately, the best one is under 5k. But if you have to push it, like anything under 10,
it's damn near impossible to get that done almost immediately, right? And even us with
access and different avenues,
and potentially you'd have to go peer to peer. I mean, I just I share this all the time. I just
remember my struggle of trying to I have cash or money and trying to get enough Bitcoin for the
O&B mint, right? And just, oh, I can max out on one and max out on the other. And I have to wait
three days here and four days there. And it's like a normal person right if you do convince them or onboard them and they're like
yeah fuck it I'm down here's uh here's my savings here's 50k I'm gonna be like look man I actually
have to like legal like wash this you know so it's gonna be a couple months of me depositing
under you know what I'm saying like and that's the
biggest issue too is you can't even technically on board yourself with that amount of money anyway
or anyone and and if you do then you're now well coinbase flagged you so your 50k is locked up so
we'll see you in about a week hopefully they let you go and uh everything clears out but in a week
your money is still locked now Now Norm is losing his shit.
What do you mean?
I gave you 50K.
You put it into this app.
And now it's gone?
And you're like, yeah, you'll get it in a month.
But what if it goes down?
What if Bitcoin goes down?
Well, I mean, that sucks, bro.
Welcome to crypto.
You know, like, it's just a horrible loop for anyone in that sense to even just get on chain.
loop for anyone in that sense to even just get on chain like so so that's that's where i think like
the biggest opportunity on one end you know crypto you can build a community fast right so a lot of
the sas companies are looking at ways to create a hold on their community right so if you want to
build a community around your product and if you if you're wide coding, you can build shit fast. But if you don't have an audience, you want to tap into an
existing audience. So I see an interplay on that. On the fundraising side, I'm not really bullish
on crypto because there's a lot of liquidity outside of Web3 for AI companies now. In fact,
you can literally sign and start an ai company today
and get like 300 400k in in a first check or hosting free hosting from from google and amazon
and whatever the fuck are there right so that there's a lot of liquidity and really uh web two
but if you want community and if you want people to test your product, I think that's an easy way to kind of on ramp.
And if you can't figure out, hey, I'm solving this problem.
Let's say I'm solving the banking problem.
Right.
And if I build something like a cash app that you can use anywhere frictionless.
Now I need a community.
I will launch that on Web3 versus Web2.
We can get the tire kickers on,
but our boys will be engaged
because they want to make money, right?
At least that's how I see it.
I'm with you.
I think the Web3 product
is actually beneficial
to the people actually launching,
like the LLMs.
Like they get free users
to train their models.
I think that is something
that a lot of people need the data
and they just, you know,
incentivize people to use it.
And then they train the people
that are here, train their models for them.
But you guys were talking about yield agents kind of runs me into today's
mints. There's one that's launching on BNB. It's a thousand supply.
It's an AI powered NFT that boosts DeFi returns.
They unlock hidden yield opportunities,
auto leverage your assets and give opportunities access to BNB yield tools and
come with whitelist perks.
So like, I think that's one that ai agents do because defy is very complicated how do you create
pools and all that stuff to have agents do that for you i think that's beneficial if that
are offline or updating or something you're just toast like i mean i think to a certain extent
this is great because you do it it automates it right but i mean it's going to get to a point
where you're going to lose the
information aspect and just rely on the bot and i don't know i think that that's and like the
antithesis of crypto itself so that's going to be a different or a difficult battle too of yeah i am
releasing uh i guess not my keys not my crypto but it's just to my ai agent it's not to like a real person or anything
like that you know and it's like uh okay cool so to a certain extent it's not that is a uh
the same thing in reality to like almost another human yeah i'm with you uh we got gotcha games
it's on sonic we talked about that yesterday it's kind of like an axie fight with your nfts
uh you have box whitelist pass that's uh on suey there's kind of like an Axie fight with your NFTs. You have Vox Whitelist Pass.
That's on Sui.
There's 300 of them.
You have the Ellipse Born Chronicles.
That's on Ronin.
You have the Telemafia by Sanvia Labs.
888 supply.
I think that's live right now for .1 ETH.
I think some people in our community have Whitelist for that.
We have Hama.
That's on Solana.
That's 4,000.
It's an anime Wafu on Solana.
And then Henry is the last one.
It's on Movement Labs.
It's a shopping assistant for AI agents.
So a lot of AI agents on there,
a lot of opportunities that are minting today.
Wednesdays and Thursdays,
usually the biggest days for mints.
And then one thing that I think a lot of our community
was active on was Boy Bear.
I think they're launching today.
The wait is finally over. Boy is launching tomorrow,
April 23rd between 2,200 UTC. Don't interact with any tokens claiming unofficial boy unless it's shared with the account. I have something in this AVAX bookmark that's kind of going over
what kind of people are kind of fudding it. it was very high allocation for this pre-sale.
So boy bear is asking me to make a payment of a hundred AVAX token,
which equivalent to $1,800.
This is crazy.
Do not pay a dime.
I repeat,
do not pay a dime.
I can't believe I wasted my time on this shit.
So the fun a few weeks ago was,
it was a very high allocation.
So if this has a $1,800 like retainer or like level on this you would expect there's
gonna be like if this goes parabolic there's gonna be a lot of people with a lot of tokens and
maybe buying the top of this uh you're probably gonna get dumped on so just beware i know a lot
of people got in and you know we're using using boy bear as like the new pre-sale meta back on
abex when that was hot like a few months ago so that's going live so if you're buying secondary
i would maybe wait to kind of see how it pans out and see if there's any extra
fud on the timeline to kind of bring the token down before you get in so chief you got some stuff
you want to bring up before we kind of keep moving on here well just since we're doing mince real
quick yeah the sons i labs i know you mentioned that uh telemafia but this is in a sense what we
mentioned to you guys about the sonsai labs it's
the same company slash game right guys from limit break and this is a telegram based uh mafia game
and then uh what else uh the planets mint that's on bitcoin uh those individual 3d planets that
we were talking about um those also launched uh or are in the process of minting
right now so he's doing airdrop to friends and family and then mint goes active so i'll post that
up to the top for anyone that's interested or anybody that um is gonna mint one of those planets
but yeah once again it's one of those spend the money because you want to collect not necessarily
because i think there's going to be people lining up for these quote unquote planets or whatnot. So
Is Nick Alex dropping a project too?
Yeah, he is. But it got postponed till tomorrow. And it's not the project that he did the crazy
It's like tribes or something. It's not the project that he did the pre-sale for
or whatever so it's a it's another one that he's doing so here i'll post i have some of it on there
it says this is a new project natives none no it's an egg project is native still going to come out
yes i was stuck and thought making something simple would make make me break out how much is mint you can't mint but the cost to go on the hunt is 0.01 0.11 0.11 eth mainnet
how do you get whitelisted no whitelist first come first serve max of 1111 hunters when is launch
hope for today but looking more and more like tomorrow still testing
and tweaking designs to be honest it's an egg project apparently so i don't know i mean that
was what was the that natives project he was saying he was going to launch a few months ago
and he never did and obviously nate i think it was like a year ago no yeah i was like bro what
happened to that project that's my first fun i'm like bro you're launching another project but i started doing a little more research he never launched Yeah, I was like, bro, what happened to that project? That was my first fun. I'm like, bro, you're launching another project?
But then I started doing a little more research.
He never launched it.
So I was like, okay.
At least he didn't launch it, and now he's rugging that.
Now he's starting something new right as the market turns.
So if this is something fun or interesting, like a play game with eggs
and there's a burn mechanism, I could possibly see this taking off
and getting some momentum.
The dude has a lot of influence on the space, and a lot of big investors have invested in him before.
I saw that last night.
I was just going to say, what I appreciate about Nate Alex is he kind of reminds me of my brain,
where I'm like, I'm going to do this project.
It's kind of like the ADHD thing, right?
You're like, I got this idea.
I'm going to do this project.
It's going to work.
And then it all gets kind of overwhelming.
You're like, oh, but I'm also looking at this thing. And then that doesn't get done.
And then only like,
it's kind of important because he's doing a project and people like might
have bought pre-sell or whatever. So there are finances involved.
However, what I will say is like,
everything he does is extremely meticulous and he like not gamifies it,
but comes up with like very unique perspectives on how it all kind of fits
together in puzzle pieces. I don't own any of his stuff, gamifies it but comes up with like very unique perspectives on how it all kind of fits together
in puzzle pieces i don't own any of his stuff but i've watched from afar and always found him
very fascinating so i don't know what he's doing i kind of like the like yeah i'm not sure if it's
gonna be today and also you can't mint so just like participate if you can make it and if not
yeah i don't know it might come out tomorrow like there's something about that that's kind of like
yeah fuck it and i appreciate that and it's kind of like yeah, fuck it. And I appreciate that. And it's kind of like, if you want to play,
play. If you don't, yeah, whatever. This isn't
just like an NFT drop so I can make some
money in this market. So I think that is
kind of cool. Yeah, we'll see
how it goes. I think it will be interesting. I think a lot of people
will be talking about it. Dude actually has
crazy mindshare. Look at the engagement on these posts.
It's fucking nuts. But I mean, the crazy thing about
that is that I don't think anyone even remembers
Chain Faces. That was the post is no one but i mean the crazy thing about that is that i don't think anyone even remembers chain faces the the that was early project king and like i mean this i mean yeah this class does
not know chain faces so i think that that also is going to be a good and a bad thing right because
that was a big driving factor for his name but also not knowing that means that you can have participate and kind of just enjoy it for
the first experience kind of thing yeah i got a notification a few months like probably an hour
ago about trump up five percent in the past 24 hours and i think this has resulted in the top 220
trump holders token holders will be able to register for a dinner with him
so we've seen that go crazy with the Polygon NFTs and all that
shit. I mean, that's how we got
our... What's the fucking guy?
What's his name again?
Have you ever...
Have you looked at Dex Greener
and watched the...
Oh, sorry, Floppy.
What? I was saying
dinner at my lodge.
Yeah, what was the guy... Who was the dude that was with Frank that asked the crypto question the first time?
Mac.
Yeah, that's, you know, the whole Polygon NFTs.
You hold the Polygon NFTs, you were able to go to dinner with them, and that's where the first question was asked.
So there is definitely demand for these dinners.
And it might be like a little short speculation.
You know, they actually have the Trump game coming out.
They're going to have sinks inside the game for Trump token. now you need to be a top 220 holder of trump token uh you
know to go to this dinner plus you know trump's softened on china so if you're on your uh hyper
liquid right now it might not be bad to put like 100x long on trump right now i'm just saying
lots of things are happening with the trump token go ahead alex i was just gonna say with the trump
token like i kind of nerd out sometimes when i'm doing uh like trading research and if you go and look
at i haven't looked recently but there was a time when i was looking at the deck screener because
trump still held even though it was down bad still held most of a large proportion of the volume
um and was one of the top volume points there and if you looked at the volume it was like the same four wallets just like repeat
trading buy sell buy sell buy sell to increase the volume and get it shown on deck screen or
whatever they wanted to do but it was literally like four wallets doing 95 of the trading and
then the rest was just like i guess whoever was actually buying and selling the coin um, we're checking if you're on deck screen or you're thinking about buying it.
Just like, just look at the feed of the buys and sells and see if you notice the same numbers coming up 20 times in a row.
That's how a lot of these bundle trade works, right?
It's kind of a reverse marketing tactic.
A lot of the holders use, they want to stay up on the, on the chain.
So they know that you maintain the volume they just
it's like a lot of volume yeah because it's nothing right that this is the problem with
when you have smaller fraction of a fees you know they can do larger volume just to keep it's part
of their custom marketing yeah this is announcement pumped it from 9 billion to 12 billion up 40
since the announcement, bro.
So I guess that long, maybe short it.
I don't fucking know, dude.
That's a parabolic.
It's a banana curve, bro.
You want to buy the top of that green candle?
Holy shit, that's huge.
That's crazy.
Well, you can spend the money that you made from the trade at ApeFest, bro.
ApeFest will be in Las Vegas this year, October 24th.
So you can go get lost in Vegas and lose your ape at the same time.
Probably bet that at a table.
It'll probably be the most profitable table.
But yeah, this was just announced 30 minutes ago.
I don't know anyone that's still an ape holder, but we still cover the news.
So sorry for your loss.
I mean, can you announce that with a little bit more enthusiasm?
Sorry for your loss. Ape you can you announce that with a little bit more enthusiasm sorry for your loss ape fest is coming to las vegas in whatever time it would have been cool
if they did it at bitcoin conference bro that's when they would have been like yo we're not gonna get that many people at ape fest but if we just show up with the bitcoin people
we'll claim them all we'll just say all of these are crypto people and you know we get to win but post it up top well do you just a little guide do you
think maybe they delayed it because there's maybe some they're working on like something they won
like i don't know is other side ever coming out like no no no they're working on the 3d models
for double it yeah you only asked for those for like six years and they've yet to make it.
They made everything else besides the Ape's feet.
That's crazy.
Maybe that's kind of like if you read between the lines, maybe that's coming out late Q4.
Like other sites finally releasing around October.
That would be a great time to market it, right?
So I'm just thinking kind of reading between the lines.
Why would they do it in October?
Why wouldn't they do it during Bitcoin?
They probably have to wait a few more months to get all this ready and i think it's probably going to be everything was booked
they had that money they don't got no bitcoin money bro they think that they got nft money
but they don't got bitcoin money to go on microstrategy or any other big boys
the the smallest mining firm is probably has a treasury bigger than you which is wild
wait wait wait you got you got bought moonbirds and they took the
whole treasury with them so that was at least 100 ms the smallest mining firm probably in bumfuck
nowhere texas uh has probably more bitcoin hidden in ledgers all throughout the world than yuga i'm
just saying like those yeah it's different it bro. Bro, their expenses are way higher. Oh, yeah, true.
They have like a 1% margin.
So all that Bitcoin is not worth shit.
It all goes to energy.
Peter, you're going to crash Ape Fest, bro?
I think you would be the perfect person.
I'm going to crash it.
I just wanted to say how to Double Ape, bro.
I came to the space, I heard Double Ape's voice.
I was like, wow, we must be back, bro.
Double Ape's on stage.
What a crazy time to be alive. Are you going to Ape Fest? I'm going to Ape Fest, brother. I'll like, wow, we must be back, bro. Double Apes on stage. What a crazy time to be.
Are you going to Ape Fest?
I'm going to Ape Fest, brother.
I'll see you there.
All right, all right.
He's going to turn up.
That's what I'm talking about, dude.
We need a little drama.
Like, get Pete the nocturnal ape fudder, dude.
Like, this dude's all over the timeline fudding apes back in the day.
So you need him at the conference.
Convert him.
Maybe give him some LSD.
Maybe he leaves with an ape. Mutant a while man yo convince the goblin town truck
to pull up that's all that needs the goblin truck needs to be there in vegas did you did
you see the goblin town truck where you play the video game yeah it's it's really it's a big hit
and uh pete posted a couple pictures and i'm i mean i'm pretty sure you can maybe give a comment
but it seems to be a big hit like like the in real life experience, right?
I mean, it was really cool to see, man.
It was really, really cool to see.
Did you get a high score?
I just I played like on the outside screens a little bit.
Definitely didn't get a high score at all.
No, I'm not too good at video games.
But I just wanted to meet Alex and meet Gray.
I know Gray was giving out some art so i
got some really cool one-of-one goblins that i'm definitely gonna frame and like i'm actually
stoked on them i love goblins out man they do things really well uh dude there was a line
all three days it's so exciting you met chilling villain and uh you met chilling villain there
i didn't meet chilling no no What was your experience with the game?
Is there a lot of Easter eggs?
Yeah, there's a lot of Easter eggs.
There's a lot of lore.
There's comic book lore being built
and interesting things of that nature.
What was the ice cream truck game?
Twist and Metal.
Yeah, man.
The truck really reminds me of Twist and Metal.
It resembles the truck in real life, of course.
And it's this long fucking maze.
Like the dev of the game was there from London.
His record is 29 minutes.
But the usual, like people who are testing the game, et cetera,
their usual time is like an hour and a half.
And it's super difficult.
It gets really fucking hard.
Kids loved it, man.
12-year-olds were there like all day long. Shit was crazy. It was a lot of fun. It was really cool to see. Free. and it's super difficult it gets really fucking hard the only thing is it's just only 12 year
olds were there like all day long shit was crazy it was a lot of fun it was really cool to see
free they were giving out burgers of course all you know homeless cats were coming up and people
who needed food and shit it was really cool man the tons of masks and shirts and hoodies and
stickers did you play on a controller did you play on a controller yeah you could also play on keyboard it's a steam game
it'll be 10 bucks i think it comes out on the 30th if i remember and that's a and that's an
interesting thing too i mean that's an avenue that most people don't really think about but
that price point right 10 bucks that's the hey what's up what are you doing tonight you're playing
a game you're tired of playing the same bullshit you look at your friends you're scrolling what's
on the library it's like oh this looks interesting oh looks interesting, oh, it has decent reviews, okay, it's about $9.99, it's $10, it's $5, yeah, I'll buy it, I mean, dude, I have hundreds of games like that in my Steam shit, right?
bucks no right that's a whole different story but they're gonna get just natural sales with this
indie game approach i mean you saw schedule one go viral because of that right and you saw all
these little small games that cost five ten bucks on steam just catching mainstream virality tick
tock all that shit because of the fact that you can just hop on and play with your friends
so that's the biggest loop in all this whole game thing is just fun.
If shit's fun, like I said, like no one doesn't matter if you can make money.
If it's not fun, I don't care if I can make money.
I forget that I can make money there because money can't be the driving factor because you make money other places.
That's the biggest thing that everyone forgets, right?
thing that everyone forgets right when you're only using the dollar to dangle it around
When you're only using the dollar to dangle it around.
if i see a dollar dangled in front of my face using my computer i kind of forget that there's
a dollar being dangled in my face in front of a game especially if the game's not fun and so it's
like it's just that right it's just the loop and how it kind of just breaks down so i got something
up to the top as just a little piece of insight as we kind of move around.
It's just for you guys to do with this as you will.
But, you know, CBB, big kind of, I mean, just airdrop farmer, so to speak, right?
Or whale in general, was big on blast, got kind of cooked in that end, was big early,
hit like a million plus over on Barra, and now has his eyes set on Hyperliquid.
So he posted up to the top the amount of money funding that is left to be distributed amongst the upcoming, let's just say, protocols.
You got Hyperliquid sitting at $7.2 billion worth to still be distributed out throughout the ecosystem. This is through the hyper platform and the chain itself, right? So not specific to one or the other. You got Barra
Chain sitting at 565 mil. I do want to say on this note with Barra, I would say 10 to 15 percent of that is all the rebases right so each one of the rebase nfts
has a big chunk of this it's it was used as almost like a vesting slash staking uh asset
and then there's still a seventh rebase that'll come out right so just something and then the
natural unlocks of the token etc you got, which is slated for next month.
We brought you guys Petroleum Land.
We've been bringing you guys a bunch of just different Sonic games, interactions, pools.
They're sitting at 104 million.
And then Blast still has 72 mil to give out.
I mean, I don't know who's over there.
But I mean, if you want to look at under farmed, I would probably say blast is the most under farm on this list. And if you have a decent size,
or if there's a good loop over there, you can probably earn yourself some shekels just in
the process. Right. I mean, granted might not be one of those. You have faith on it for the future,
but I just think that there's less people competing for that 72 mil marginally than
in any other category as you go up i would just like trade setups obviously you saw the trump
unlock last week and now that that unlocks happen now you see the price going up you have the boy
koi uh bokoy vaults unlocking on like the 5th or the 6th of may for bara so probably wait till
after that to maybe set up a leverage on that and
then i think that there's yes i'll also do a point on that right the boyco unlocks so bear launched
uh roughly with over three bill tbl um and two billion of that or sorry i think they launched
with five and three billion of that was the boyco. Anyway, it's in that range, right? But I think that the interesting metric is that the majority of everything locked up is not Barra, right?
Barra is the yield reward that people will be given.
They'll be given Barra, Dolomite, and just other partner platforms.
But people are going to be receiving back their ETH, their USDC,
and their Bitcoin. So in all actuality, there's only 3% of actual Bera being distributed to
Boico stakers and participants. So that's the sell pressure that has to be managed
through the 6th or after the 6th, right?
It's only 3% of bear's total supply being unlocked and dumped into the market.
It's like 34 million.
Yeah, so that's just one of those things that you keep in mind because it's like people see that it's 2 billion being unlocked.
But the vast majority of that is ETH, Bitcoin, and stables.
So it's not like, oh, it's two billion bear about to get i mean if that
was coming there is no recovery right so what what people are more or less seeing is the chances of
getting your eth back and you're like i'm not gonna hold the eth sucks might as well leverage
that and just buy bear with it right or oh okay cool now that i got my uscc back how do i apply it where do i apply it
again so that's why a lot of people thinking that it could potentially also be the inverse
because it's this uh big dumping that's happening or what they assume and in reality it is people
just getting liquid to potentially just buy more if they'd like to at a cheaper price
i think it's priced in that it's like two billion dollars worth of bear so like a lot of these times like it starts pumping before the unlock so i
think when people start doing more research and only realize that's only 34 million worth of bear
it actually you probably will see it start booning like a few days before right so that's good to
know to articulate that to do a little more research and like no one's doing that much
research either.
They're just looking at like what people are saying on the timeline.
Two billion, I'm going to wait until after the unlock.
Well, if you start doing the math,
there's like a very small percentage of bearers
actually going to get unlocked and probably sold.
And maybe not all of it's sold.
And so you'll probably start seeing it pumping before the unlock.
So maybe setting up a leverage position or buying,
if you wanted to buy spot a few days before the unlock,
since you've already done the research, might be smart smart and then the last one is sonic as their uh as their conference uh i forget
it's like lisbon somewhere in europe um their conference is like may 5th to the 8th and you
know typically with these conferences buy the rumor sell the news but you know they have their
airdrop on in the end of june and i bet there's a bunch of announcements that they're holding back
on for this so that conference on top of the speculation of the airdrop in june could also kind of pump the
price also so just some setups for you guys to think about you got to think ahead a little bit
look a few months in advance to kind of you know get these positions in and wait for the market to
kind of reward you for actually doing some research so uh i'm gonna post something up to the top for those that are our abstract farmers
right and our participants there's a couple i guess you could say cool easter eggs that people
have been finding uh as they research more into the badges so there's a few that are called secret
badges right and i posted a link up top it's's called the Multiplier Mommy and the Myriad Mastermind, right?
And then I think there's one more.
So ultimately, someone went in there and shared the sauce of how you can actually unlock these exclusive or Easter egg badges.
And it says one of the secret badges is a 500 gadget tickets.
Another one is 500 USD in volume on myriad and then the last one is 300
rocket launches on the multiplier uh he this originated from apix just breaking down and how
he says i think that abstract is under farm tvl is low compared to other chains and only about 50k people using the portal he then goes
on and talks about these specific badges that not a lot of users have right so a thousand people have
the secret gachapon badge 700 people have the secret multiplier badge and 350 have the secret
myriad badge yo if you just gotta move 500 over there place a bet on myriad
uh hopefully just place an easy like a guaranteed bet and you qualify for this and it's an xp bonus
and multiplier so free fucking money on the table the recipe is there 500 gatchapon tickets 500 usd
in volume and then 300 rocket launch launches and it gets you three secret
quote-unquote badges that are not so secret anymore but hey i told you about the gachapon
one like two or three weeks ago some people did the math and they you know a lot of these these
gachapons there's already like you win like 80 of the time so the people that did the 500 spins
i don't even think they were down that much money and they received the
badge.
So it's kind of like you just spend the money and like at the end,
you're probably like a few dollars short and you got the badge.
So it's actually pretty beneficial just to get in there and get those 500
scratchers.
So go ahead,
Alex.
Yeah.
And that's super helpful because I've been trying to collect these badges.
But also for people who've been claiming their points and doing this stuff on Myriad, I'm pretty sure I heard one morning,
Tyler and those and broke in them saying that for like the points, you're getting a lot more
relative points for any USDC markets you do compared to any of just like the points trading as they come into like fully the TGE
or whatever.
So there's a much higher multiplier for any USCC transactions on URIAD worth thinking
about.
That would be like the free versus just paid play, right?
Yeah.
Yeah, basically.
And I know they've got Pengu markets there too.
I'm not sure what the relative like amount of points you get from pengu versus uscc but i think when it comes to farming this
uscc like even just throwing a couple dollars at like some of the markets here and there i think
will do you much better than just collecting the points on their own
appreciate you uh pinned up to the top is something that I mentioned at the beginning of the show
and we've been actively covering
the Magic Eden Season 1 airdrop
went live last week
slash went out
if you were supposed to receive it
it went directly to your wallet
no claim, no nothing
Season 2 did also start immediately right after
so you had to stake
and then participate slash keep up with the
quests that's how you get paid out right is the combination of the both a lot of people were upset
as magic eden waited a little uh skewed right they told you to stake rewarded the stakers but
then at the very end the traders got a bigger allocation
uh they are i mean trying to make it right and so ggs to the team have just taken it on the chin and
you know what can we do to fix it so uh this is direct comms from their staker announcements in
the discord it says we apologize for the podium problem and we are going to try to fix it and we're looking into
reconciliation efforts to ensure that the rewards closely more closely roughly map the original ui
rank from s1 so a lot of people that showed that they were in the top one percent top whatever it
may be and you know ended up getting a100, right, or whatever it was. So it just didn't make sense of how I was top 1% and got less than someone who was top 5 or whatever.
It says, we hope that they will be roughly proportional.
There's a lot of complicated math and edge cases here.
And the data science team hasn't even finalized the new rewards.
But getting rewards closer to the UI rank
is our guiding principle.
So, simple version of the story
is that the very original airdrop design,
most of the rewards would have gone to
only a handful of big, big, big, big, big stakers.
Everyone else would have gotten zero to very little.
The team went, oh shit, we should
fix this and reward more of the users who traded. And unfortunately, the team went a little overboard
and over rewarded the actual traders. This made the stakers really mad to the point where people
were asking, is there a point to staking anymore? This is also a shitty byproduct of the podium
problem. The stakers did
not feel like they mattered we want to try to make it really clear that it's
not a fair expectation that people expect to receive rewards as a portion
of their staking power everybody already knows this who staked but didn't trade
won't get you rewards the commitment that Magic Eden needs to uphold for season one
and all seasons after is simply that the leaderboard rank is going to be the mechanism that
determines rewards distribution. So when is it going to happen? We don't have hard dates,
but we're hoping that we can get the airdrop done next week team hates having this looming over
our heads the next steps are figuring out the calculations holding a discord ama and then just
airdropping it i don't have the amounts of me for the reconciliation i will provide those updates as
soon as i can and we are going to do this reconciliation just once.
Yo, I have some thoughts on this.
Yeah, go ahead.
Okay, I mean, this is coming from the perspective of someone who is working on airdrop mechanics, their company. Um, I think, I think the only thing magic eating fucked up on,
and I didn't know this until you just mentioned it, is that they had this leaderboard and like
people were like looking at this leaderboard expecting that expecting to get like, you know,
a good reward based on the fact that, you know, they're, they, they were shown a high rank.
So I think, I really think that's the only
thing that they fucked up on um which is obviously a huge fuck up because everyone on web3 is
so vocal because everyone hides behind these like bspfps and nobody's like doxing themselves so they
think they can say whatever they want whoever the fuck they want but they won't say that shit in the
streets so uh but but yo but like honestly
it's like dude if you're not trading on the platform like you shouldn't expect shit you know
like that's just the bottom line you know i think i you look at like hyper liquid you look at you
think about you look at the best airdrops that have happened besides one so i think i think of
blur season one i think of hyper liquid i think of jup Season 1, I think of Hyperliquid, I think of Jupiter Exchange.
If you actively used all three of those platforms, you paid fees 100%.
You might have took some losses here and there, but they gave you an airdrop that was very significant.
It was, who knows how much more it was compared to your losses
but because you actually use the platforms and enjoyed using the platforms you got rewarded
really nicely the only air i would almost just sage it to even add on to that even the magic
eden first tge drop anyone that used magic eden that participated in the ordinal's boom or just
experimented during their downtime got rewarded
pretty pretty well right like that didn't leave you know like ultimately tensor was going on at
the time and there was a lot of competition but if you like this is my horse and i'm gonna ride it
yo i mean you got taken care of yeah i mean i got i fucking i got a 17000 airdrop on Magic Eden. And I only traded Ordinals for eight months prior.
That's all I did was trade Ordinals.
And I wasn't even like, you know, fucking, dude, I fucking, I don't even know if I made
money on Ordinals, to be honest, but I had a lot of fun.
And I know my fucking wallet was like a real lot at the time.
But yeah, I don't know.
I just look at this.
I think the only other airdrop where you didn't need to do shit
that was incredible was Jito.
With the Jito airdrop, literally all you had to do was put one Jito soul,
which is the LST token, into a wallet.
You can do it to as many wallets as you want.
And the all guy airdropped
a minimum ten thousand dollars absolutely incredible that started it all bro i remember
that that started the whole run of like soul airdrops after that bro and everybody's like
remember gino all you had to do is do one this little minimalized thing and you got a house
yeah gino was super under farmed though yeah and like magic eden is not yeah yeah i mean i mean not
anymore but like the thing is is like people. Yeah. I mean, I mean. Not anymore.
But like the thing is,
is like people got to like really understand.
Like this is the thing.
This is the thing.
If you are farming an airdrop and you're not spending money,
like if you're not like putting money into a protocol and like they're not
capturing fees,
then that airdrop is just not going to be good.
Like people need to understand that right now.
I mean,
yeah, I think that's the biggest takeaway here.
So I don't know.
I'll leave it at that.
Go ahead, Double.
Yeah, I just wanted to say,
I too don't know if I made any money on ordinals,
but I did have fun arguing with people like English
back in the day.
Just wanted to point that out.
I saw him down there.
Big shout out there.
Those were the good days. Those were the good days.
Those were the good days.
Chief, you have, I mean, we have about 10 minutes left.
You want to finish up on what you got,
and then I'll just throw some stuff on the board,
and then we'll be done for today, brother.
Yeah, just we'll wrap it up also this kind of conversation.
A lot of just, I'm not going to say fun.
Number one motto in our space is don't trust verify right? So guys don't get swayed. Don't beat yourself up
Oh someone made so much money doing XYZ and I didn't do it right. It could just not be what it looks like
People are doing some crazy on-chain sleuthing in regards to a lot of these abstract tips that are going on.
And just the fact that the tips itself are being, you know, promoted, touted all over the timeline.
When in reality, most of the people are abstract affiliates.
So it is what it is.
Just don't be swayed. Don't beat yourself up because some random whoever it is
doesn't come in and give you, you know, a car, a little Honda Civic. It could not be real, right?
It could just be a homie trying to, you know, elevate and market. And at the end of the day,
it's marketing. Attention is attention. I just, you know, don't beat yourself up and realize that
there are ways for you to
earn xp and participate even at your level and so yeah just wanted to throw that out there i mean
that's the beauty of blockchain you can see uh the origin source for money and kind of uh the
you know when the attention decided to make these moves uh just wrapping all of this up too um we have oh baby games um this is a launcher right similar to
epic games similar to steam uh they're trying to you know fall into that category with web3 games
uh not necessarily crypto involved but with web3 rails uh primarily for payment they've since implemented usdc so you can actually
buy custom skins play the games and use usdc direct versus you know that paypal pop-up or
input your credit card so just kind of one step closer to the actual traditional payment system
and then ultimately they just get better you know games and titles and they can start
actually being a profitable uh launch pad and uh that's i guess mainly it man um there is a big
proposal for proof of liquidity uh trying to see if that changes right i mean they're making changes
but now it's to the point where it is you're having to be too involved.
I think that Barrow was solving the problem that whales and validators got to sit back and just eat off of fees.
Well, now it's to the point where people are having to manage their positions and play this game too much.
And they're not really enjoying that so trying to find a middle ground between bgt emissions and making it accessible for the normal person right for like the you guys that
don't see the fun in it you just want to put some money and earn some yield uh there should be an
option for that right and it shouldn't feel like you're more overwhelmed because you don't want
to play the full game and that's kind of the issue right now with Barra is it's either you come in,
you take the pill of Gamify, DeFi, and you enjoy it.
And, you know, you go down that route or you don't.
And it's too confusing and it's just a lot of shit.
And so they're trying to figure out a way to make it a little bit simpler,
but still implement the proof of liquidity method.
So I'm just iterating, right?
Like any new ecosystem and protocol um and it's just cool to
see this as a major let's just say upgrade slash change to the system itself so i don't think
i know you had your hand up do you want to fud double real quick before we end the show yeah
yeah that's exactly what i want to do so like i don't know man i started this show and like
i thought like oh we have to be back like doubles back and then he tries to like reverse
psyop fluffy like oh we're back because fluffy's back. And then he tries to reverse Psy up Fluffy. Like, oh, we're back
because Fluffy's back. I'm like, what the fuck are you talking
about? You are literally the same.
We're back because English is back.
I've been on here, bro.
Expresso knows, Chief knows. I was
here on the anniversary. I'm often on listener
because it's kind of my gym time.
I wanted to call
out Double and then just shout out
people like Lord R, GM, Holly, like Rocky Rock, like Chip, like my homie Pete, like the motherfuckers
that show up like when it's good and when it's bad.
Hold on, I'm in the group chat every day.
You're not in the group chat.
Get the fuck out of here, bro.
Get the fuck out of here, bro.
I haven't heard of you since like 2023.
Bro, bro, stop it.
Get the fuck out of here.
You just got here last week.
Dude, Adam did a screenshot this morning of the day we had meme land on and double was on stage we had eddie on stage
it was our biggest show ever right and parson nine gag yeah dude that was 700 plus people
in our show at one time on the day of meme land mint bro it was the best fucking show ever english
just showed up when order no showed up like i don't know he didn't dude i couldn't get this guy to stop shutting up about
three land for fucking ages 2021 in 2023 i closed down my restaurant in february the same time that
ordinal's launched and so i just became an ordinal's mf and it worked out for me man
pick pick a lane and stick to it all right all, cool. Why you got to throw shots at me?
I gave you a shout out.
Oh, look at this.
I just pinned it up.
I love you, Double, but it wouldn't be like we're back if I'm not giving you shit.
And like the whole stage is not.
Oh, okay, that's true.
So this is just like the official like welcome back.
All right, thank you.
Yeah, look at this stage.
Look at this stage during when we had me in a Ute.
We had Chief in a Kaiju.
We had Sean up here from Alien Friends.
Ryan Carson with his punk double ape with the hexagon square. We had Chief and Kaiju. We had Sean up here from Alien Friends. Ryan Carson with his punk double ape with the hexagon square.
We had Fluffy.
We had Luke, the biggest scammer in the space.
We had Eddie, Shekinah.
We had 9Gam.
We had Beegan on stage.
We had Raj on stage.
We had Kuro and Gentle Tornado in the listeners, bro.
Wow.
Bro, remember people had to prove their PFP with the hexagon?
Remember that?
Yeah, dude.
Those were the fucking great days. Those were the best days of my life best or you were poor and not on eath you know what i'm saying
like that's how we identified the real pores it's like yo uh verify your solana well i can't oh well
i could track your wallet i could just see what you really have in your wallet by just hitting
that hexagon and tracking your wallet so that was the great those were the great days of like on
chain sleuthing i just a few things and we'll end the show.
Fantasy Top is introducing a new cloud feature,
which will give anyone playing the game
the opportunity to earn their way of becoming a hero
while replacing the underperformers.
Adjust the algo to score proportionally for account sizes
so smaller accounts have a fair opportunity.
Huge engagement boot for X for anyone who makes the cut.
So I know a lot of people want cards. cards well you're on the timeline making a fuss getting like kind of these points
uh you have an opportunity to have a card uh ox fun i think you need to be following this uh
ox fun just in general if you're trading meme coins because ox fun lets you short meme coins
and whenever they list things it could bring it brings leverage to these meme coins for long and short.
So I've seen a lot of these times they list the token
and then it goes to fucking zero.
So just like have that notifications on.
So if you're in a coin and there's leverage now involved,
you can get in or get out.
I found a new project.
It's called Unipony.
And it's based off the Unichain.
So Unichain is basically like Uniswap's new blockchain, L2, that's built on Optimism.
This is their very first NFT that's going on there called Unipony.
They will be launching a token Unipony NFT holes where it's even airdrop.
So I think there's 999 of these.
You've always seen the official NFT for these chains always go parabolic
with airdrops and shit like that so i found that immutable x is just doing just in a partnership
with ubisoft i know ubisoft's been in and out of the space hates the space loves the space but
immutable x has a triple a partnership with ubisoft they've done like rainbow six and other games
i found a new ordinal project it's called called Vision by Vision O-W-O.
Vision has no team, but it's only me, the artist.
About myself, I'll make the tweet very soon.
Thanks for everybody.
I think it's going to be, he's doing a giveaway right now.
We'll have three phases.
A free mint with 111 spots, GDC filled already.
Phase two, $25 per mint, 444 spots, GDT, few spots available,
and $30 per mint, first come, first serve.
So this is a new ordinal project.
Looks like the first phase is free, $25, $30.
I don't know if it does well.
Not a lot of stuff on ordinal is doing well,
but I just figured I found that.
And OpenSea is having World Book Day.
We're celebrating giving away six copies of CryptoPunk's free claim.
To enter, reply, and tag, your NFT project deserves its own book.
So you guys can go in one of those.
And then last details on this Trump dinner.
If you guys are like, oh, I want to do this dinner.
Key details.
You have to be a top 220 holder at Trump.
Token will qualify.
Register is now open.
Leaderboarder goes live on April 23rd at 11 a.m. Eastern.
Exact and daily location to be announced, but all guests must pass the security screening.
So if you're like someone that has like a felony on your record or you killed somebody,
you're probably not going to pass the screening test, so don't even try.
Formal dress code, background checks, and no one plus unless approved.
Eligibility is based on time-weighted Trump holdings.
So it's not just how much you hold, but for how long.
And gala powered by Metaplex and hosted by Fight, Fight, Fight, LLC.
No, strict, no electronic policies during the dinner.
So just some details if you guys are interested.
Just want to throw that out there.
So we appreciate you guys for stopping about the Daily Alpha.
We'll be back tomorrow. I'll leave you here
for Chief to end it. Appreciate you guys.
See you guys tomorrow. Have a great day.
Appreciate everybody that comes to the TDA,
everybody that participated,
contributed on the stage, gave their
take, gave us a new opinion
and some to find. Ideally,
the stage is always open.
We'd always love to learn, right, and grow
with you. Any interactions, likes on the space and the thread that goes out after the show helps us
to continue to grow and get more opportunities for our community. We do this Tuesday through
Saturday, 10.15 to about 12, 12.30. Just depends on the conversation at hand. It's TDA or Stay
Poor. You guys be safe. Have a good rest of your day, and we'll catch you on the conversation at hand. It's TDA or stay poor. You guys be safe. Have a good rest of your day
and we'll catch you on the timeline. Thank you.
