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THE DAILY ALPHAβ»οΈ
Recorded: July 16, 2025 Duration: 1:14:09Space Recording
Short Summary
In a dynamic discussion, crypto enthusiasts explored significant partnerships, emerging trends, and potential project launches, highlighting the evolving landscape of blockchain technology and market sentiment. Key topics included Ethereum's market movements, corporate interest in Bitcoin, and innovative gaming platforms on Solana.
Full Transcription
Thank you. All right.
All right.
I appreciate you guys stopping by the daily alpha.
We host the space Tuesday through Saturday from 11 to 12.
Sometimes we go over, sometimes we go past 12.
We'll be here every day this week.
Well, until Saturday.
And then it's up to you guys to figure out what's going on in the space.
So obviously Allison's threads pinned up top.
Any likes repost bookmarks,
any engagement you can do on her thread would be
greatly greatly appreciated so that means a lot to us that means a lot to her she does that for free
so makes her keep showing up makes us keep showing up when you guys like our stuff man we feel loved
we feel wanted and obviously like in repost the space talk to the eth foundation this morning
i was kind of going over like why they keep dumping their Ethereum.
And I was like, well, you know what, Expresso?
If you can get 69 likes on your space, we won't dump today.
And we'll actually send Ethereum to all-time highs.
So that's up to you guys.
If you guys want Ethereum to hit all-time high and your bag's pumped,
you just got to like the space.
I mean, it's not that hard.
ETH Foundation is just asking for 69 likes.
So that's all we got.
Obviously, all hell's broken loose.
I guess hell in a good way, hell in a bad way.
Obviously, all the timeline in the past 20 to 30 minutes is this rumor.
And it keeps getting recirculated over and over and over at these kind of pivotal points is that Trump's going to fire Jerome Powell.
Did you just see the latest one he said planning
he's not and then he says he's not he just got asked the question five minutes ago and he says
he's not planning on doing it yeah it's a private company bro i mean like if you want to talk about
overreach of power and you want people to like actually go crazy over oh you're you know uh
abusing is that step in as i'm the president i'm gonna fire you and you're a
private company you know yeah the market hates uncertainty bro so this makes me feel like these
people are pushing this so they can get a better entry because they're sidelined because if this
does happen if this does come out there's going to be tons of legal battle and uncertainty
congress is going to block this allies of jerome powell are going to block this Congress is going to block this. Allies of Jerome Powell are going to block this.
This is going to create a big hoopla in mainstream media and in the space of like,
who's in control, who's in control. And you guys all know when no one knows who's in control,
the market fucking prices that in and it goes down. So I actually asked the PhD level Grok for what would happen here. And he said, if President Trump attempted to fire Federal Reserve Chairman Powell,
the process would likely unfold a highly contentious legal and political battle.
Given the Fed's statutory independence and untested precedents,
the no president has ever successfully removed a Fed chair midterm.
And the law provides protection against at-will dismissal.
Below is an outline how this could play out step by step. The Federal Reserve Act, which is Section 10, states that member of
the Fed Board of Governors, including the chair, serve 14-year terms and can only be removed from
a president for cause. The chair role is separate four-year designation from among the governors also appointed by the president
and confirmed by the senate for cause typically means serious misconduct inefficiency or neglected
duty not policy disagreements or political reasons recent supreme court ruling have reinforced that
the supreme court ruling have uh the president cannot fire fed chairman at will distributed the fed from other
regulators trump move could issue a public announcement of affordable notice declaring
powell's removal for cause potentially citing issues like ongoing 2.5 billion headquarter
renovation outruns as evidence of mismanagement and inefficiency this has been floated as a
statement as a pretext for action however legal experts argue that such grounds wouldn't qualify as cause and they don't rise to the
level of malfeasance and could be seen as undermining Fed independence. Powell's response
has previously stated that the removal is not permanent under law and indicated that he would
not resign if asked and he could refuse to step down, continue to act as the chair while
the firing legally. This would create immediate uncertainty in who leads the Fed. And then there
would be lawsuits from allies. There would be an internship of the court temporarily halts the
firing. Policy stays on, not for Vice President. Philip Jefferson would likely act as the acting
chairman. Trump could get nominated as a replacement and loyalties, but the Senate confirmed would be needed,
potentially stalling in a divided Congress.
So this would create tons and tons and tons
of just bad press and uncertainty in the market.
And it would probably drop Bitcoin price
in the crypto from these levels, dude.
I know everybody's looking at this.
Oh, let's get them out.
Let's get somebody in that can actually lower rates. I mean're at all-time highs with rates at this high at this level
so like the federal reserve and the cuts aren't doing that much yes it would be great but
ultimately what's pumping this market is inflation and the reason why people are moving the bitcoin
because the dollar is the shit coin so i don't actually think the rate cuts are actually going to do much and so
i just think that we should just stay with jerome until may and then just nominate someone then and
then start the rate cuts then so i actually think this is horrible and if this does happen if this
this is announced you guys should probably be closing all your longs because this shit's gonna
go down crazy crazy people are gonna start to extrapolate this
on the news and on everything right well if he could do this with jerome you're next right and
then what if he doesn't like what microsoft has to do or elon or anything like that right and
you're gonna start seeing this reach on what potentially could occur since this sets a quote
unquote precedence right because that's what it would be. And then this would always be referenced.
And then just however this plays out is kind of setting how the dominoes will fall for
everyone else.
Right.
And then you set that fear into place.
So, and I actually think the fed, the federal reserve himself have to vote on the nominee
itself.
So say Trump fired Powell, they could just reelect him if they wanted to.
So it's just like, this isn't great.
I imagine this would affect the markets. And that's why I kind of feel like in the past 20
minutes, this has been drafted. Are Republicans seeing this? There's a lot of just fucking people
in fucking Congress and stuff that are just saying that this is happening. And Trump is basically
stepped away in the past 20 minutes and says, I'm not planning to. So I feel that this is happening. And Trump has basically stepped away in the past 20 minutes
and says, I'm not planning to.
So I feel like this is like a independent excursion
for some members in Congress to do something
and say that Trump supports it.
And then when Trump's actually asked about it,
he says he's not planning on doing it.
So just be aware that this is going on
and I don't think it's gonna be good for markets.
But we also had
the crypto bill failed to pass yesterday um and it looks like trump talked to some people that
voted against it and it should be passed today so that's some other stuff that's kind of going on
how does that work bro like oh y'all voted against it hold on let me make some phone calls
well nope they said that they actually want this to happen and that they chose the wrong answer.
No coercion.
No, nothing like that.
They just chose the wrong thing.
Don't worry about it.
Run it back tomorrow.
He's like, oh, you want me to nominate you for midterms, my guy?
You want me to support you?
Because I could basically say that, you know, you guys suck and you guys won't get voted in on midterms in 2026 that's
why i thought that it was so interesting when we saw the el salvador president and their rules and
how he has to not be acting president for six months running up for anything right like he
can't overextend or basically flex the presidential card on this right so yeah so i think that will be
passing today i think that's already kind of
you're starting to see it priced in ethereum's pumping you see uh d5 platforms like curve
and these other ones just starting to rip um sharp uh gamingly which is joe lubin's company
is hitting all-time high so i do think people thinking this is going to pass today and they're
basically front runningrunning the news.
So I think that's going to be good news for our altcoins.
Ethereum has taken the lead, and that's what a lot of people are suspecting, that altcoin season's here.
I don't know the stats today, but yesterday, Bitcoin up in the past seven days was 7%. Ethereum was up 19% to 20%.
And everybody says that we need a little bit of this Bitcoin dominance to go down,
and we need Ethereum to lead to get to this altcoin seed.
And I think that's kind of what we're seeing with this crypto bill.
You have Circle also bouncing off the bottom and going up.
So it definitely looks like this bill by Insider Traders is going to pass,
and just like that sector is going to be rotating.
And we've seen a lot of people like Joe Lubin recently purchasing more and more Ethereum.
And we just had 2.2 billion USDC printed by the Tether Treasury on Ethereum.
So there looks to be some demand on the other side.
And then Sharplink, now the largest corporate holder of Ethereum.
First, it was MicroStrategy buying BTC.
Now Sharplink is doing the same but with e they bought
74 000 eth last week and spent 213 million at an average of 2 800 now holds 28 000 total 99
is staked earning 450 415 eats since june and their tickers sbet so you guys were all wondering order some tickers um i got
into sbet yesterday it's up and the other one i actually talked about um on my live stream on
monday i actually heard uh tyler talk about is this liquor house i don't know if you've seen this uh
this shit everybody always talks about these stocks like i want to get into a crypto cup or a
stock company that announces these uh announces strategic reserves before it's announced because a lot of this is like buy the
rumor sell the news once it's announced like that lions group it fucking dumped the price
and this uh liquor house is rand uh is basically trying is run by uh joseph or robert leshner
by Joseph or Robert Leshner,
which Robert Leshner is the CEO and co-founder
of Superstate, an asset management firm
modernizing investing through tokenized financial products.
And so this is something that you could trade on Robinhood.
I bought this yesterday for $3 and it's up to $6.
But what's kind of going on here
is he's trying to basically boot off.
He bought majority stake of this liquor here is he's trying to basically boot off. He bought majority
stake of this liquor house, and he's trying to convert it into kick the board members out and
convert it into some kind of strategic reserve for crypto. So I got a thread here kind of
outlining. So LQR House Drama Explained for anyone trying to follow. LQR House, which is liquor,
is a tiny NASDAQ listed company.
Originally branded itself as an alcohol marketed e-commerce play, a very more lucky cap of $2 million thinly traded.
Entered Robert Leschner.
He's known as one of the OGs of DeFi, founder of Compound, and a major DeFi protocol on Ethereum.
SEC file is showing that he bought 0.9% stake in LQR ticker YHC in
June. Within a few days of this becoming public knowledge, he added more shares to get a control
of 54%. That got attention of some CT big hitters. L. Ledger basically says, so this is a micro
stop that Robert Leshner bought controlling shares,
is trying to use a loophole after losing control to issue sell more shares. That's hilarious. He
bought 3,000 more shares this morning for fun and will continue to watch and double and triple down.
The price started moving after this happened from $2 to $4. But there's a twist. The LQR board filed a new 4-2, 4-B-5 prospectus for an ATM,
which is at the market offering. This lets them sell new shares directly into the market.
Leshner's reaction, he went public on Twitter, blasting the move. I disagree with LQR's house
is doing selling shares with respective to the ATM offerings.
I'm consulting with lawyers. What can Leshner do now?
Even though the board filed for an ATM offering, it's not game over.
The shares haven't been issued yet. Leshner has majority voting power and has leverage and can can and can control potentially.
He called a special shareholder meeting and replaced the board
and revoked a limited ATM authority. Replacing the board's most U.S. corporate allows shareholders
holding not as much as 50% of voting share to remove directors with a simple vote unless bylaws
say otherwise. A better option would be friends. The board of Liquor House will known the power of a community after the GMM publicly.
Instead of fighting Robert, they could embrace CT and potentially make more money than they ever imagined.
Suspend the ATM offering and propose a new plan that doesn't wreck the share price.
Hostile starts often in these deals.
And then the board digs their heels in.
Robert, hostile opinions include legal challenges to ATM.
And the board continues selling.
Leschner can sue claiming breach of fiduciary duty.
And so basically, they're temporary banning this fucking selling of all this on the market.
And now they're looking to possibly convert a lot of this treasury into crypto holdings,
which would probably do something similar to what we've seen with these others being doing it.
Adding Bitcoin as a treasury or adding Ethereum or adding hype is going to pump this little shitcoin from 6 million all the way up to 20 million.
And now you got shitcoins trading on the stock market based off this insider information.
You got shitcoins trading on the stock market based off this insider information.
So I bought this yesterday at $3.
It dumped based off this kind of this proposal that was happening.
And now it's up to $6 to $7.
So people are suspecting that these guys can't actually do this because they don't have majority stake.
And basically, they're going to come to an agreement that they're going to do what Robert wants and basically convert their treasury into some kind of crypto stock, which is probably going to pump the price like we've seen others.
So I thought that was pretty interesting. It's just interesting to kind of see this stuff
happening. And this is one of those that haven't been announced yet that people are suspecting
have a big rip if this is actually announced. So I know it's kind of a drawn out thing. A lot of
people are in stocks, but a lot of people are looking for stocks to get into these days. So
I just wanted to bring that one to your attention but i saw wasabi uh they're
adding those uh stocks to their uh leverage trading platform so you want to bring back break
that down chief yeah no i was just just to add on to that you know more of this whole ability to trade
um stocks on chain right we we saw it with um just the ability to do everything on chain, right?
Phantom enabling perps, right?
And you can go right there inside the wallet itself and have access to that.
And then now you're getting the ability of synthetics and stocks right through Solana.
The same thing, right?
On Jupiter, you can go buy SPY, you can go buy MicroStrategy, et cetera. Well, Wasabi is kind of like a defy i would say accelerator
right through just offering yields pools and just any kind of defy opportunity and then now going
into the ability to leverage trade these stocks right so now you're kind of combining the two as
well and you can open up a long on micro strategy or a short on Spy or whatever it may be. So got all the information
pinned up to the top. You're also farming Wasabi Spicy Points, right, for whenever they come to TGE
or that becomes something. So just something to look into, right? It's one of those under-farmed
opportunities, in my opinion, and they're very quick to market right in terms of just adapting to the newest chain or the newest
opportunity they're very quick right i think when bear launched they had bear available for perps and
spot uh within a day or two uh and then the same thing with every almost every single ship coin that
we see they launched pump and managed to get pump on their same day. So not too crazy on the degeneracy in terms of like 50, 60 X,
but you can definitely go out there and get your fill at anything under about
That's dope.
I know they're always kind of innovating and doing new stuff.
I'll get to you one second.
I haven't just have one chart,
which is think is just crazy coincidence that the 2020,
the 2013, the 2017, and the 2021 moonshot
bull runs all started on July 16th. This is all on Bitcoin. So today is the date.
In 2013 bull run, the 2017 bull run, and this bull run, bull the like the parabolic phase started which is a crazy
crazy crazy coincidence i don't know if it's a coincidence but it's all time we're not gonna
fucking simulation but evan what's good brother just want to bring that chart that's fucking eerie
that this date is the date and we're just pumping east taking the lead and all coin seasons needs
to be started but what's up evan thanks for coming up brother how we doing no i i'm totally with you on that that last point you made x like that's it's pretty eerie how how
like in lockstep these cycles are like to the date it's weird how that works out um but i wanted to
make a point on something you guys were talking about earlier with these treasury companies um
we i have a little bit of uh insight there that insight there that might be of interest to you guys.
There's quite a bit actually happening behind the scenes right now. The company that I work for,
Sarsen Funds, we manage hedge funds essentially. We're not a big guy by any means, but we do a lot
of hands-on stuff and we find alpha. And we've actually been courted by a ton of broker dealers and
investment banks that want to create these treasury companies for a lot smaller tokens,
utility tokens, different things that are a little bit outside of the scope of what we understand
is acquirable or the target for these treasury companies, which is super interesting.
Is it?
Would you consider these as just to kind of, not to cut you off,
but just a question in that,
would you consider these as treasury companies
or just companies trying to figure out crypto exposure in some way, shape, or form?
Well, that's the thing.
There are definitely companies that are just like putting a bunch of crypto
on their balance sheet.
Right. And they're trying to boost their their stock price or whatever it may be.
But then there's also people that are buying essentially dead NASDAQ companies.
Right. Companies that are essentially defunct, but are still listed on the NASDAQ.
They'll buy a majority stake. And that's called a hostile takeover where they will essentially have
the voting majority on the decision making of the company what to do with you know treasury funds
and everything like that the balance sheets and they will essentially start accumulating things
quietly and then they will start getting louder and louder about it as they get to the point where
they're you know doing some of the things that
strategy or previously micro strategies is done with with the different debt notes and everything like that so this stuff is happening i'm not at liberty to discuss exactly what's happening but
just know that this stuff is happening and i think it's going to continue to accelerate it accesses
a wave of money that would never touch blockchain otherwise.
And a lot of these things trade at massive premiums.
So, you know, something might, let's just say, for example, something's trading at $5
on chain.
You know, the treasury company version of that is probably going to be trading at a
50 to sometimes 150% premium.
So some of these things can be very lucrative uh for these
investment bankers and that's why they're so you know they're chomping at the bit to get it gets
into the sector of crypto right evan like like this liquor company it's not it's a liquor company
and now they put crypto now they put into the basket of crypto goods we saw this in the internet
boom but the internet bubble starbucks added wi-Fi to all their stores and people started considering them an internet
company and their token price or their market share price rised because they added internet
to their stores. It's very similar, right? Like you had, all you had to do is add Wi-Fi to your
stores and you're in the basket of internet. And you're starting to see that kind of this bubble
form with these crypto treasuries or these just companies adding crypto like now they're considered a crypto
company and now it's crypto exposure and uh it's just kind of adding this accelerant to the stock
price itself and we kind of suspected this was going to happen you know we're kind of in this
kind of recession and we see micro strategy uh basically we were talking about this probably two
years ago like micro strategies outperforming all these stocks.
And all these board members are looking at MicroStrategy is like,
why are these motherfuckers pumping?
And we aren't.
We have sales.
We got revenue.
And they're like, well, all these board members are probably like,
well, they probably have crypto.
And so how are we going to compete?
Well, let's just add some fuel and add crypto to our balance sheet.
And now we're competing with MicroStrategy because now we're part of this sector that's growing that a lot of investors want to get skin in the game
too. So, and like, my question to you is like,
are you a big member of this company?
Are you just like some like file and rank person?
Because just imagine if all these file and rank people that are learning
about this, there's going to be tons of insider trading going on.
If you, if like novice people in the company
know about these acquisitions.
You know what I'm saying?
Yeah, we're not.
I will be clear.
My company is not doing this.
People are just coming to us
and wanting our take
on what might be the right way to go about it.
We've just had conversations with people
that want to do these things.
But I agree with you.
It opens the door to a very dangerous set of insider trading things.
But I also want to make one more point on this topic.
I know we got a lot of things to cover, but like think about all the companies that voted
to add Bitcoin to their balance sheet and those votes didn't pass.
And Bitcoin was at like $75,000 to $90,000.
And now we're pushing probably going to be $130,000
here in the near future,
do we think that these votes happen again
and then they FOMO top blast these massive balance sheets
into Bitcoin?
That's another thing to consider.
Microsoft, basically.
Didn't they have some kind of vote?
Microsoft, Apple, and Meta. Yeah, they're going to get... All denied. basically didn't they have some kind of uh vote microsoft apple and meta
yeah they're gonna get all denied yeah and so i mean they probably will fomo at the top and then
they'll all get liquidated like i don't know if they do like the thing about those though it's
like do those stocks even need any kind of catalyst on their own or do do they have enough
name and staying power to just hold their
own weight bro wall street is so fucking greedy dude no no i get that to that extent but it's
like that's that's the mindset of well we don't technically need the the bitcoin boom right or
the boost like those all those companies are doing bad of course they need that kind of thing right
that's just kind of how i see it as to where everyone that denied it has never
necessarily been through a prolonged period of downturn recently in these last couple years you
know true very very very true apple seems to be stagnating bro i mean they're not launching their
phones as much siri sucks compared to chat chp t like i don't know like this liquid glass thing that they're fucking
talking about as innovative i mean they're kind of falling behind falling behind all these ai
companies and if they don't like get on board with ai and drop something like an ai robot
and get into that sector they're going to continue to be like they could be the fucking
blockbuster are like the qualcoms of the bubble bro like they were great when the internet was
coming up and apps and dApps were like hitting mainstream in 20 2008 but like the Qualcomm's of the bubble, bro. Like they were great when the internet was coming up and apps and dApps were like hitting mainstream in 2008.
But like the market's moved on.
We're 20 years in the future.
And what has Apple done that's innovative
in the past 15, I mean, the past 10 years?
Really nothing.
Like the phone's the same.
And so shareholders are looking at this stagnation
and like how can we accelerate our stock price
and maybe adding some AI exposure
or just adding cryptos maybe on the board, in opinion go ahead evan no i was just gonna say
they've apple has spent a lot of money acquiring ai talent um it's it's all about software now right
they were they were hardware uh focused for the longest time but like you said the the hardware
can only get so advanced it's all about software now and specifically AI.
And they have to compete, right?
Like Meta just spent like almost a billion dollars
acquiring AI talent.
You know, Apple's going to have to compete.
Microsoft's going to have to compete.
Everybody that wants to be a serious player
in the tech space needs to spend a shit ton of money
on AI developers, which i think is hilarious because
like normal you know uh computer scientists like are losing jobs right now but the highly specialized
you know top of the food chain devs are getting paid like 100x what they what they were like you
know a couple years ago yup and just uh we got companions in grok 4 now
Yup. And just, uh, we got companions in Grok 4 now.
Fucking Annie up, went up to 60 million yesterday, bro.
I'm still fucking coping, bro.
Bro, please stop. Please stop.
Elon is talking about what should we name the guy one.
Yo, my entry was like 3.5 and then I sold at like 3.6 and then just took an L and it sounded.
I heard. I heard. Yeah, he was basically shilling it last night.
Yeah, I saw the song.
He's like, Annie, are you okay singing songs and shit
and just going hard on the post?
I saw that this morning, I guess the male version came out.
I don't know what his real name is.
There's a million coins,
but the first one I saw was Valentine, I guess,
is the guy version there.
But these are going to continue to pop up, dude.
These new little AI personas, right?
And just full Max goon cycle.
On that, though.
They have, like, names already called Chad.
But I just went into Grok.
It still says coming soon.
And obviously, Elon, seven hours ago, said, what should we name our model?
Grok companion.
Yeah, the guy.
So if you are looking into getting Annieie i think this is similar to like a
trump uh a trump like millennia thing i do think this might vampire attack like dilute a little
bit and annie might go down and retrace until it continues to be the leader so like don't be buying
like wait till this one comes out and then kind of see where all the market caps spread because
you already have rudy you have angry rudy you have Annie, and then you have this one coming out. So once they're all four out, then we can kind of like
share what the market cap of this kind of is. And if Elon's going to continue to give it
exposure, it's probably going to continue to go up in price. So just have that on notifications,
have that going on. Once it's announced, you're probably going to see a ton launch on Bonk and
Pump.Fun. I do think this one maybe goes to like 10 to 15 million.
And then Annie maybe drops down to 30.
But what do I fucking know?
It's getting, everybody's talking about it, dude.
Even out of Web3, people are just like in the mirror talking to this,
trying to let this woman undress for them.
And it's going crazy, bro.
You know what the gay guy?
I was talking about getting his ass fucking ate and stuff.
Yeah, it was weird.
Pinned up top, we got Kato stepping into I guess V2 of their MVP Capital launchpad. Right I guess to me what I saw and what I've gotten from this is similar to
almost like Echo. Right but Echo is geared towards seed rounds and just
right but echo is geared towards seed rounds and just bypassing that accredited investor moat
that's there this is more so for the ability to bootstrap and help with liquidity for protocols
and just public raising right similar to i would say echo and uh gofundme right or a kickstarter
all-in-one so pinned up up top, more news coming soon,
but capital launchpad markets coming. I've been keeping an eye on the actual Cato NFTs themselves.
They were sitting at 1.4 earlier. They're slightly up roughly about 5% today just because of the
news. A couple of buys in the last couple hours uh in terms of that right i still think maybe the nfts are undervalued i mean
we got season two of the primary airdrop coming right the direct cato airdrop uh and then you also
with the nfts themselves unlock the kind of double dip capacity of receiving airdrops through protocols etc so if you have a yappy
bear be on the lookout you got a nice little pump coming uh and if not just make sure uh if you want
to pick one up this is kind of going to push the price up a little bit i'm kind of getting uh i'm
trying to connect dots here right and we have the base the base announcement today of them launching some kind of social-fi network.
And I've heard rumors that you're able to...
It's fantasy top, bro.
But I'm thinking like Kato is very similar.
Could they be all combining to launch some kind of social platform on base?
Because look underneath this Capital's launchpad.
Jesse Pollack has his eyes.
His eye has the eye emoji.
And like, what is Socialfy?
Socialfy is somewhat similar to, you know, like a Socialfy platform.
So could Fantasy Top and Kato basically be helping create this new Socialfy platform?
I mean, all you got to do is attach some of these Kato metrics to your Fantasy Top card.
Yep. i mean all you got to do is attach some of these kato metrics to your fantasy top card yep and just upgrade your fantasy top card now instead of you just being uh separate which it
is now right it's hey trading card game you're trading uh a mind sharing attention and morality
and then this one you're you're trading conversions and uh actual reach and you know that kind of
stuff different metrics right retention methods
and then now they're going to be like well this is now your official trading card it's two and one
uh and you can kind of participate in across different campaigns and stuff what about a
combination of maybe ethos too like a three and one yeah because i mean ethos can be layered on
on top of anything right as that overlay and i mean you even now have uh abstract doing it with
projects that come on their dashboard right they tap into ethos and you even now have uh abstract doing it with projects
that come on their dashboard right they tap into ethos and you can see if it's a brand new project
brand new account or not but yeah no that's a good connection of the dots what do you think
what do you think that also that might be a resume for you to get into these offerings
like we've talked about this right like your rep your mind share your reputation and your
social credit score basically on twitter is going to be the qualifier for you to get into these
offerings on kato i think that that's what that the z is trying to be yeah you're right but i think
that that's the problem that z was trying to solve was combine that the noise versus signal aspect right was the okay well you get a lot of engagement
but what do you do after that right do you actually get people to buy stuff do people
follow you into trades do they not and then uh on top of that how do you perform in the trade itself
right do you dump it instantly do you not and kind of log all of that on chain
yeah i think that's gonna be that'd be a huge qualifier
for this kind of stuff i know reputation isn't everything but uh i mean if pons has the idea i
mean base you know talks to all the same people maybe they just are front running him and they're
the reason why he got suspended he lost all momentum and now they're launching before he is
and they have a massive treasury they have a massive group. And they have a massive treasury. They have a massive group of people. They have a massive retail onboarding,
potential retail onboarding experience,
possibly to come into the social app
and the social layer that they're building.
So I think this launches at like 1 p.m. today.
I even noticed they had their wallet.
I think their wallet might be converting
actually into the app itself.
And there might be like an AI agent
actually attached to this to onboard people too so
there's a lot going on base has struggled with degen culture and getting like people like us
over there so maybe this is their attempt to getting uh the degens over there and maybe
launching this kind of socialify combination with these uh these things have been popular
on other chains so that's happening today man keep an eye on it i don't know i don't even i'm
gonna watch i'll just wait for people to update me on it um did you i guess we didn't talk about
this yesterday it was like the wall chain did you see that with the the nfts that they're launching
or i guess it's illiquid i guess it's called we have partnered with wall chain to rewrite
our whitelist our earned uh our illiquid mindshare leaderboard is live.
And we are introducing quack to mint structures where participants tweet about illiquid entities and climb up the leaderboards.
We are built on the foundation of making everyone free and fluid.
So apparently if you get at the top of these leaderboards, the top 1,000 quackers get GDT.
If you're ranked 1,000 to 1,500, you get first come first serves and mint revenue sharing for overall top 50 quackers.
You know what I'm saying?
We used to twerk in private and DMs and discords.
Now they want everybody to just be butt ass naked twerking on the timeline.
Like, yo, what's up? You want some of this?
Yeah, well, we'll prove it twerk right now in the timeline right write a tweet about how much you want some of this right now
You know I'm getting suspicion chief like print tech popped off
during
Like August of I think it was last year two years ago
And that was during like a bear time when there was not a lot to do
Content creators were eating.
People that had influence on Twitter never leave.
And they eat off these things.
Now with the market ramping up and getting to the bull market,
does InfoFi kind of relate to like more bear market kind of activities
now that we have so many opportunities everywhere else?
Do you think InfoFi could be something that actually people want to participate when they could go make 100x on a meme point or NFT?
I think it's going to change.
Right. And it's a good segue into next topic.
We saw PuffPol come out and talk about how they're having the biggest campaign ever on a Cato leaderboard.
Right. Eight figures.
I went to the AMA this morning, listened to him speak.
I mean, yeah, I'll kind of just give my two cents at the very end,
but more or less, we talked about them going the Web2 route, right?
They had 10,000 NFTs.
They dropped the NFTs.
The NFTs gave you access to the device.
Device gives you access to vape to earn, right?
You smoke less.
You earn more in terms of like nicotine content.
And that's it, right?
Gamified game.
Well, they try to expand that, right?
Past $10,000, ultimately, they're trying to grow a brand and a business and a vape company,
not have a bunch of people just storing them in closets or just leasing them out just for the money aspect.
Everybody voted against it, clearly.
Here in Web3, I mean, expansion is dilution.
And so every vape you sell is someone else that's going to be taken from the pool.
Ideally, they said, OK, they gave a three month uh for people to be able to pre-vape and
participate etc but they're going through with genesis version 2 or gen 2 of these vapes and it
is quote unquote all web 2 right you burn the nft the genesis and then you claim your gen 2
and it's attached to a privy wallet but removing this kind of crypto
element or um i guess moat that a lot of people consider it right it's a web 2.5 well tying all
of this together um i think that this is one of those interesting things that we're going to start
seeing info fight change is that uh the first snapshot for PuffPaw was done yesterday, right, for week zero.
If you talked about it at all on the timeline, engaged or whatever, you could have qualified.
And they're not giving out money at all in any of these campaigns. It's all product. It's all
pre-vape. It's the idea of they want to grow brand and brand champions that aren't just speaking to
earn dollars, but are speaking to earn real life goods. And then they're speaking because they use
the goods and can kind of actually create content behind it. Right. So snapshot that happened
yesterday for week zero. It was $70,000 as what was advertised as the rewards pool, but they're
giving $70,000 quote unquote worth of product of vapes and vape juice and cartridges and just stuff
like that to everyone that was on the leaderboard. And then that way you can continue to grow the
brand right in that sense, rather than just sit here and just say, hey, thank you for talking about something you absolutely know nothing about. Here's a payout
and leave, right? It's the idea of a different style of InfoFi. So I think that a lot more
companies are going to start doing that. And instead of just giving straight free money
to these Kato Yappers, there's going to start being a million more requirements,
or they're
going to just give you product, right? I mean, okay, cool. You want to talk about it? You want
to be an ambassador? Well, shit, let me send you one. That way you actually know what you're
talking about, because how the fuck do you know what you're talking about, right? And so I think
that that was an interesting element in this new shift, right, of the Kato leaderboard. And they
said that it's going to be the same thing going forward they're going to be giving out vapes and products to people and that's what
equates into the dollar value ultimately it's long-term beneficial for the brand right but it
does kind of feel like hey do i stay yapping do i don't does this have any value does it not
right but it's a way of self kind of i don't know weeding out the people that
are there for the right reasons and the people that are don't right the ones that are actually
interested in products so i think that we'll see a little bit more of that coming too right and
just a different style of rewards pool going forward i just think we're just going to see
less noise of just promoting now because everybody's bull posting their bags look at the
all-time high i'm a hundred X long
here. And like during kind of the bear that we were kind of in, uh, that everybody thought we
were in probably like a two or three months ago, you just saw the rise of just, uh, AI slop and
just people talking about this stuff to move up these leaderboards. And now that there's more
things to do, I think the mind share of these products kind of dwindled too now that more people are you know making money uh easier in the space so i don't know if info fi and social fi is
actually like a bull market thing when basically attention spreads so thin uh to actually the
easiest money makers which what gets the most attention is get rich quick and not actually
these products so well yeah and that's the thing too You start changing the rewards dynamics and the ability to just write a couple of tweets and take that out
Yeah, you find real users quote-unquote or I guess long term but in the reality
Do you get that go-to-market boom that you want?
Right. I mean on the other hand pinned up top you got project X
It literally airdrop ten thousand dollars worth of k hype right which
is in a sense just regular hype uh to their top creators so if you went on there on project x if
you had referrals right if you participated that with um what was his name bobby and lambo land
right instantly since day one i mean that was free money literally a couple grand right then and there for you and then the same thing with katana katana yesterday dropped
20k to their top 25 yappers right so roughly 20 uh the 25 yappers each shared got a a little bit
over a grand uh for just talking about katana so i get it that you're you're it's a double-edged
sword of wanting
to expand and grow your brand and kind of know that web 3 can only take you so far right but
then again it's like the ability to make money like you were saying in web 3 is just so vast
that people can go anywhere and just be like well shit you're just not gonna you're gonna give me a
vape no no no this dude's giving out thousands of dollars i'm gonna go over there or i'm gonna go
to the trenches and try to make thousands of dollars that way so yeah i just think now if you are looking
into it it's not the hot shiny thing anymore and it's more spread out and i think like the smaller
creators have a better opportunity of making money now that this is kind of this fad is kind of past
and and there's more things to do so i think if you were going to get into it i wasn't recommend
getting into it two months ago because there are so many people competing i'm saying like now is probably the
best time if you are going to get into this stuff as a smaller creator you could probably make a
nice little bag you know three to four thousand dollars on some of the stuff i think arbitrum
came out three thousand dollars for talking about arbitrum just a few weeks ago so i was talking to
some people sorry on the Katana team yesterday,
and they were super impressed on Kinetic,
which is that hyper liquid liquid staking platform.
And one day they amassed $420 million of TVL,
which is absolutely insane, dude.
I think that was like half of what Katana got in like a has right now.
I think that's what I was.
But doesn't that start, I guess. I guess i mean yes that sounds good and cool but uh just use just basic
defy knowledge um if hype's flywheel is based off of foot traffic and utilization of the
of hype right buying selling trading trading fees buybacks when you start now liquid staking
trading fees buybacks when you start now liquid staking elsewhere does that not remove buying
i guess pressure from the chart because all this money is now yielding yield on a completely
different protocol and it's not transacting anymore i mean that was one of the early problems
that like or i mean i guess bears slowly starting to get that fixed with their new pol but that was
one of bears biggest problems i mean people would literally show a chart. It's like, wow, you guys did a thousand dollars worth of
fees. Yeah. But it's like, there's a billion dollars in TVL just sitting there earning yield.
No money's moving, but it's making money. Right. And I think that that's when you start going into
these rev buyback programs that require movement as the flywheel. get it you get greater yield but and then that does change
the dynamic of how hype is bought and even trades going forward the bigger this platform gets you
know yeah it's just a product that hasn't been built on there yet and obviously there's no token
so people are staking suggesting if hyper liquid continues to gain mind share this is the first
liquid staking protocol built on top of it and the airdrop is going to be massive so i can see what you're
saying chief and it is liquid staking so it's not like totally staked you can kind of use it and
if you guys don't know what the fuck we're talking about kinetic is a liquid staking platform i put
a thread up here kind of explaining it's a liquid staking protocol built for hyper liquid normally
you can stake your hype and get locked in one validator, and you can't use it in DeFi.
If you want to unstake, it takes seven days.
With liquid staking, your hype is staked across multiple validators.
In return, you get Khype.
This process is automatic thanks to Kinetic Stake Hub.
Validators distribute sporing algorithm running in the background.
Here's the key part.
Khype is liquid.
That means you can use it in DeFi, swap, borrow, lend, and loop,
and get more exposure to HyperEVM ecosystem.
Plus, spreading stake across validators helps the network improve decentralization and network scarcity.
Personally, I see no downside to the liquid staking.
I'm excited to stake my hype and put into the K-Hype for DeFi.
So, I do agree with you with the kind of
what's this do but this is liquid so you can continue to use the ecosystem with the khype
yeah you just get a receipt token and it has to be set up for for khype but my whole point you
know what i'm saying like the point is is that the reason it works so well is because people
kind of in a sense had to trade somewhere or at least were trading with only
one primary token therefore they were able to grab some fees off of it when you start removing these
or i guess putting out more roads for cars to go right if you were eating on tolls of people
driving on your road every new road you build is money you're taking out of your pocket in reality
you know and i'm on the
grand scheme of things like it's going to change how just hype moves in general so yeah and i mean
that's the that's the that was the issue with ethereum when all the l2s got built and then
that's been the issue with solana recently with all these daps basically generating fees on top
of it yes you want people to build on top of it but the underlying token that's basically my theory
is going to be less and less relevant in the the killer daps uh that build on top of it, but the underlying token, that's basically my theory, is going to be less and less relevant in the killer dApps that build on top of these are going to be the ones that are
going to be the unicorns in the future. So Kinetic, the first one there. I mean, I don't think that
people are pricing in that some of these dApps might even be more valuable than the blockchain
itself in the next five to 10 years. So just something to keep your eyes on, man. It's not
priced in. Like no one thought when
cisco launched and uh facebook launched in 2028 that facebook would be bigger than cisco and now
cisco is fucking a shit point and facebook's the biggest fucking app in the world at market cap so
i think we're gonna get the same transition here in web3 where the blockchains become less and
less relevant because all the fees generated by these dApps and the dApps are actually the leaders
in the space and i think this called blockchain abstraction bullshit right you're
gonna either pigeonhole people that aren't native and don't understand because they just get stuck
i for example i mean i've been using this all the time but the sofa thing very cool
gas abstraction you remove the fact that i don't need sofon or i don't need xyz in my wallet
to pay for gas but after i make that one sponsor transaction i'm not just stuck on your chain bro
like i'm just stuck over here because i didn't have gas i didn't have an onboarding or an
introduction process now i mean if that's the point right then congratulations but that's the
thing too that okay cool we're one step closer congratulations. But that's the thing too, that, okay, cool. We're
one step closer to onboarding and removing the friction, right? You add Privy on top of that,
and then gas sponsoring and abstraction. Cool. But then you got to continue on this, this path
of making it easier, right? We can't halfway do these things and then expect that to actually
move the needle in my opinion, because that's the biggest issue because then you you now you're stuck it's like okay cool and now add privy you're going to sponsor gas okay
then you're going to sponsor gas anytime someone's on your platform and make that exclusive to you
and then they can buy sell trade do whatever and then cool they don't need to know what chain
they're on shit they can buy for example billy and then they can trade it on soul and then they
can trade it on eth and arbit they can trade it on ethan
arbitrum and bear and whatever and the platform is sponsoring and being the aggregator in the decks
right is the black hole so 100 what up dima what's up brother how we doing
what's going on daily alpha squad how's everyone doing how you guys doing good man market's up
prices up dude i i'm funds up i feel like solana's been kind of lagging behind
and all the you know all the ripping and uh it's up today love that love to see it dude fucking
i have a massive bonk long out and it just continues to go up and go up and go up i'm
just like should i take profits ah let's risk it baby but yeah you saw you saw ju mode yesterday fucking alon basically
put 30 million into buybacks in the pump so i think he's gonna continue doing that shit
i fucking love it love to see it bro so continue buying from him go ahead dma i set up a uh a
brand new ledger today and you guys ever find that when you're setting up like a new whether
it's a new wallet and you're copying down the private key, you actually like read like the little, the little, you know, words for your recovery phase.
And like sometimes they are the fucking scariest words in the world.
And I almost want to like set up like a different fucking ledger because the words are like the most prophetic, like evil words ever.
But then sometimes like they're really good.
I can't explain it, but I was setting up this ledger,
and I'm like, this is an evil ledger.
This has an evil seed.
I hope that doesn't fucking dox the ledger too much,
but I was laughing, like, writing down the key phrase.
Has anyone ever had that experience?
I can't explain it.
Yeah, there are some words that I'm just like, bro,
I'm having trouble writing this word down.
This is like a bad woman. Like, do we need the word blood?
Not that that was one of my words, but do we need it?
Like, do we need blood as a word?
I would say no, but, I mean, you have to make these unique,
so they're going to use every word that they could possibly think of.
It just always fucking makes me laugh.
I'm like, these, I'm going to forget these in five seconds
while I'm writing them down, but I'm like, fuck, like.
Definitely going to get drained in this wallet with this seed phrase.
Yeah, like blood leviathan
cthulhu and i'm like dude relax adrenochrome like i was like damn bro is hillary watching my fucking
my seed phrases like is she creating this yeah yeah yeah picked up to the top we got two things
since uh we talked about solana uh just developments on that side right just through
daps uh first you got jupiter describing and explaining that they plan on adding NFTs and becoming an all-in-one platform in the future.
Potentially, probably like a Magic Eden right now, going the opposite route.
Magic Eden did JPEGs first and then slowly started adding DeFi and trying to add DeFi from different chains.
Or OpenSea, I guess, is a little bit better now magic eden only has the bitcoin side
and then now you got jupe talking about the reason why they acquire drip house
is because if they see that nfts are here for a mainstay right uh the jpeg market the ability to
you know connect with identity systems or want to represent yourself and so that they
think that the easiest route to implement jpegs into jupiter right would just be to grab drip
house and custom tune that to what they want so got a little video of him talking about it up top
if you guys are interested and then uh the next the announcement from Meteora. So over the last six months to a year, we've been kind of telling you guys to go learn something, right?
There's a bunch of different groups and different projects that popped up.
I think feed printers.
And then before they rung, it was actually solid info.
And then a couple other ones, right?
To learn how to Meteora and learn how to do liquidity pools.
how to meteora and learn how to do liquidity pools the more we get into defy and as the space is
evolving that and actually understanding charts and you know like harmonics for bonacci's etc
that's going to get you further than just waiting for whitelist right like just be honest or waiting
for the daily runner or banger uh their skills in all sides but anyway meteor is doing their season zero slash season one airdrop
uh if you guys did participate if y'all lp'd at any point uh when that was somewhat popular a
couple months ago or throughout these last couple months uh just be ready for a stimmy so all that
information is pinned up top i said there will be no further dilution for season one LPers with more info of season two to come.
So after that, there is no immediate start of the next season.
It is just you got to wait for it.
So, yeah, just wanted to put that on you guys' radar in case you guys participated over the last couple months.
The espresso just got rugged.
I was going to ask him a question.
I'll probably be back in a second. But, but yeah it's when he goes to his house he uh disconnects okay um on the topic of streaming
because i was watching the stream the other day um he hasn't started streaming on pump yet right
no he doesn't he hasn't did pump i think he's just doubling down on Abstract, right? Because he's already there, and he was one of the earlier creators over there.
So just trying to XP farm on that one versus Chase the Pump.
But you can multi-stream.
I know people hate multi-streaming.
A lot of people don't like it.
I think he does.
He uses stream.
You do, right, Expresso?
You stream deck, and you go to all the spots?
Yeah.
Those numbers, are they real
though i mean like not to hate on none of you guys specifically but like every time i'm scrolling
twitter there's people that i see and it's like it'll say like 10 000 people are watching their
live stream i'm like yo how the and where do those people come from there's not i mean it's not like
spaces where one person enters and one person leaves it's basically a view so one one person views it oh it's a view what you're saying oh those are a view counter it's not okay that makes
a lot more sense viewers yeah it's just view it's like if you scroll on there and you look at it
that counts as a view if you leave it's still a view it's not one thing that's interesting there
that i don't know if it really counts because like yours or tj's and stuff like that you can watch the stream
without clicking into it like if i'm on my page or scrolling on my timeline and i see you there
and i just leave my phone for a second like i can sit here and watch and listen to you and do the
whole nine and i'm on my timeline timeline like i'm not even as if i'm like even clicked into the
post i don't know if that affects if that even counts for you guys or not.
So I just think that it's just cool, right?
It's just a very interesting way of how it gets your stuff on there.
And it just forces people, if you even wait for a second,
it's going to start playing or they get to, you know?
Yeah, I see what you're saying because I know what you're saying, bro.
Because my streams, I get like 200 to 500 people watching it.
And then on Monday, I had over 1,300 people on it.
So I see what you're like.
Dude, is that real?
There's no way that you get that much attention expressed.
So you're a fucking idiot.
Yep, I get it, bro.
I understand what you thought.
Those were bots.
But those are the day of pump fun, bro.
My second biggest stream was the Libra day.
I had over 1,700 people that tuned in on a Saturday.
So I get it cheap.
I know you fade me, but I had more people watching my stream than Eddie, bro.
I'd just be like, damn, you'd be having β that should be saying like thousands β not just you.
There's some people that like β I guess you'd say like the ones that stream and then just recast.
They should show like hundreds of thousands of people, but it makes sense because it's views.
Like if anyone sees it, it continues on.
I was about to say, like, clearly, like, at least just going to spaces and fuck, I was in the OSD space.
And like the average crypto space now has like 100 listeners live.
Like things are just popping, right?
Obviously, the market is hot as can fucking be.
So that's good.
But it just everyone is
kind of tuning in everyone's waiting and watching with pump and just the general bullishness of the
market that i feel like all crypto streamers are probably hitting all-time highs right now
as far as viewer camp goes oh yeah dude way more engagement i mean my post would get like three to
five likes now they're getting like 10 to 15. There's more people listening to the spaces.
There's more people.
And that's what happens.
There's just a lot of tourists.
And the people that come to these spaces, they leave when it's boring.
And they come back.
And they try to happen.
It's all kind of low because of summer numbers, bro.
Because I know a lot of people that aren't here because of the summer.
I mean, in reality, 100 is kind of low tier.
It should be at the 150 range if we're like full bull market vibes you
know average that's as as a space that's been here for years like typically the barometer for
us is when we crack that instant 100 and then that 150 congruent like concurrent right that's
bull market vibes and everyone's back there's still a lot of people out for the summer. And that's another thing that you guys also got to consider in this whole packing your
bags for this potential rally or this rally that we're in.
I told myself when this space, I can't talk about what I want to talk about and the stage
is full.
That's when I'm selling my bags because that's been the top every single time because no
one comes up here.
But when the space is full and I can actually get the alpha, that is when it's euphoric
and that's when prices are high. And that is when i am selling my bag so i'm looking around
like uh maybe uh october of that happening where we can't get people on off the stage on this
so do you remember a boost yeah i can't do another fucking soul so five motherfucking
you don't want another one bro i just put it right up to the top. We got another InfoFive.
Pulse Infra.
Instead of dropping the boost token that everybody did pre-sale for or grinded for over years,
they just dropped another product that is going to take you to using that.
So, GG's.
But if you want to participate, I think that now as we're starting to get diluted, even in social fi and info fi,
if you're the top dog on any of these, you might make yourself some change or there might not be
enough change to go around because there's so many of them, right? Adding on top of this,
just to finish this off, I think this one has a little bit more of my attention and it's banker
bot. Banker bot has a socialfy campaign going on right now. You
can get yourself on the top of the leaderboard. You can participate. But this one, you can actually
participate by using it, right? You don't need to just dry ass yap about vaporware or lie or
anything like that. You can use it to make your transactions, to make your trades, to tip, to
do whatever the fuck you do in crypto,
just utilizing Banker. So I'll post that up to the top. It started at the beginning of this month.
So it's been going for a while, but not necessarily too competitive, right? It's
going under the radar. But they allow you to make bets on Polymarket already directly with BankerBot.
They allow you to transact, send, do anything you want
directly with the power of a tweet. Every person on crypto Twitter has an account on BankerBot
automatically, right? If you don't know what it is, you do at BankerBot, what is my wallet address?
And it'll boom, answer you and tell you exactly what your wallet address is, right? You can fund it and then start utilizing it. So small integrations like this, it's something that I've always been
adamant about. It's like this overlay idea, right, of grabbing an experience, grabbing a app or a
DAP, a protocol that we use normally, and just putting an overlay on top, right, a feature.
And I think that this is a perfect one for us that are on Twitter nonstop.
If this becomes the all everything app, I mean, the ability to go inside and make a
polymarket bet with a tweet, right, and know that it went through and get paid out and
do all of that, I think it's just going to accelerate.
So go check out the banker token.
Go check out the banker leaderboard.
I do think it's under farmed and kind of a
bigger innovation that people are even giving it credit for.
I wanted to ask you about the interaction I had with Bob on my live stream. Did you
did you hear his confusion on like just the token price of Farcoin compared to Bitcoin?
Like we have this issue when the new people come in, they see like Cardano at 19 cents
and they see Bitcoin at 100,000 and they're like
bro this is gonna be a cook if this gets to just a thousand dollars bro I'm gonna be rich
and we saw that with Shiba Inu I was trying to onboard this guy on Omegle on my live stream
into fart coin and he was calling it a coin and why would I buy this it's a dollar 27 and he was
just constantly saying there's nothing that's exploding in crypto.
There's nothing that gets my interest.
Okay, I saw that.
I just wasn't understanding what he meant as in why would I buy the cheaper one?
Like I didn't get it, but now I get the context of.
He's comparing everything to $120,000.
And all these coins are like a billion supply and they a billion supply. And they're at like cents.
And he's like, this isn't exploding.
This isn't big.
It's not even comparing to Bitcoin, bro.
And it's like, this is just what retail does, bro.
Like when they're saying Doge is going to a dollar or Shiba is going to a dollar.
It's like, you understand that the market cap has to be like $19 trillion, right?
And it's just like something that when we get this retail back
into the space, we have to identify that they don't understand and that the unit size is very
important. And those are kind of the coins that you're going to want to look at. And so with the
market heating up, YouTube views, and all these views coming back, we're just going to be aware
that retail knows nothing about this space, and they're going to be attracted to the smaller unit size coins.
This is just reaffirming this act.
That this guy is basically saying this is a shit coin.
Someone in the foundry said that.
I think it was.
I forgot his name.
But someone was just saying like some sauce that he did is talking about retail.
He just went on ChadGBT and he goes, hey, what are the most undervalued cryptos?
And then he went and just bought a bag at whatever ChadGBT spit out. He's like, you know how many
people are going to be doing that exact thing for the next fucking year, two years, bro,
trying to understand, trying to know what to buy, trying to become the first time investor?
He's like, you can probably go and safely put a little spot bag at whatever the top five it is.
Because a lot of people don't know where to go.
Like you said, they're going to be looking for resources and YouTubes and stuff.
And now with this AI, who's the smartest person you know?
Well, it's ChatGBT.
It's not me or you.
It's not anybody you know in person anymore, right?
So why not use that even if it's just for retail play?
I mean, ask ChatGBT what are the most undervalued coin in 2025, whatever the fuck it is, and
go throw $100 as an experiment into that and come back into a year and see how many hits
you get on that, right?
Because at the end of the day, this is search engine optimization, right?
Just at a grander scale with more information, especially when everybody uses the same agent
Right if everyone was using independent agents cool
You to get a lot of different answers
But the vast majority of people are using ChadGBT or use grok and kind of cross-pollinate both answers that get a bag that way
But yeah, no, I just sat there and I'm like damn, bro
That's like the simplest and probably one of the smartest fucking moves
You can probably do if
you just want to passively participate for a while or in general is just throw a little spot bag at
whatever the answers are yeah i mean that's what he was like when i was telling him about it he's
like i'm gonna go launch i'm gonna get on grok for the the most super fucking super computer i'm
gonna i'm gonna tell them to do something to launch my own coin i'm like that's so eerie because that's the same night that that anti-fucking coin came out.
But I'm like, you're right.
Because I was explaining where Farcoin came from as an AI agent.
He's like, I'm going to use Grok4 and launch my own coin.
And I was like telling him before that conversation that he can launch his own coin on PumpFun.
He's like, why aren't you doing it already?
And he was just like totally like against me shilling him Farcoin
because it was basically
created by Marc Andreessen and an AI bot on X.
So it was just funny, dude.
It was a funny interaction.
I mean, the conversation is like 10 minutes long.
The boy is fucking nuts.
But Iceman is a listener for me, but he's up here.
So I want to throw it to him real quick and then we'll get into the final few topics and
then we'll end the space.
Go ahead, Iceman.
What's up?
Yo, what's up, man?
TDA or Stay Poor? No, that's crazy. I was just listening to a podcast the other
day that literally they were just talking about that incident of that dude just throwing a hundred
bucks into some stocks. It's crazy that we've been talking about it for months or even the past year
and the normies are now just trying to make sure that they hit the right prompt to even put into these things to make sure you get those stocks.
So, but yeah, just a little one more thing with some Somnia stuff.
So I know I've been talking a lot about gaming and kind of just all these places to go.
I did find this thing.
It's called Capybaras.
It's on the Somnia network. It's a play. I guess I'm off of Kato. But you can go here and connect all of your stuff. And it's basically just a giant dashboard. You can go and play all the Somnia games, get some Somnia testnet tokens and stuff. So just poke around. They have all the um uprising labs and stuff as well and then i find
a county or i found a um i think as well from somnia games just kind of give you an update of
who the creator is and and what they uh what they're building over there
have you played any of these games any of them fun yeah dude like the little ones like the the
snake games and the coin flips and the somnia
wheels like those are cool just to kind of like make a little bag um but these other ones uh the
the main ones from uprising labs uh like mellastormen and the uh valverin the one that
they've been playing recently uh i don't have the pc or the laptop yet to play those but those
those are look pretty sick.
I was in the Discord the other day watching them do playtests, and it's pretty dope.
And from what they were saying, it's only 1% of the game is unlocked, and they're just playtesting it right now.
So it seems pretty dope, and it's an anime style, so obviously the anime thing is super big in the crypto world
so something to look out for uh just want to chime in here on the unit bias thing two things
that express has said first of all for the unit bias you can always just shill them one satoshi
and say well yeah you know bitcoin's 100k but a fucking sat is worth nothing what happens when
a sat becomes a sense,
a sense,
you know what I mean?
Which is,
which is a great,
great angle.
And then,
on another point,
again,
my fucking ledger.
It's funny that it's funny that you were saying the chat GPT thing.
I was going through the ledger docs. Like I bought,
I bought a few ledgers.
This is probably two years ago.
And on the fucking like physical paper,
it says,
these are the things you can do on your ledger by Bitcoin,
Ethereum,
who can guess the last coin that,
that is there.
Nope.
It's so fucking random.
XRP.
Polkadot.
Oh my God.
I'm like,
what the fuck?
And I just laughed when I saw that.
I'm like,
okay,
this was printed at some point when
polka dot was you know the be all end all um the guy that runs ledger must be part of the
eath foundation because those are all the boys that uh that created ethereum was uh gavin wood
vitalik and all those guys so they must have had like some kind of insider uh for sure
um anyways before you guys wrap it up i have been doing this a few times when I'm on this space
Just because I'm always looking for new people
To playtest
Legit check from Chief and Expresso
And Iceman, all three of them have tried
What I've been building, we're still in stealth
If anyone wants to try a brand new
Product on Solana that is free to try
And just by DMing me
And getting a key and trying it out
You'll be eligible for a bunch of free shit towards the end of the summer.
Hit me up in the DMs.
This is a stealth product.
There is no Twitter for it yet.
But we are venture backed and I'm doxed and it's totally as real as can be.
I've gotten incredible feedback from Expresso Chief and Iceman.
We're building a small community.
We're going to be public public facing probably within
the next 30 days so if you want to be in at the ground level for a brand new community on solana
um for a brand new product and a type of product that doesn't really exist in crypto yet
um please send me a dm uh that's all i'll say thanks guys it's very very fun game and something very very
something I'm very similar of doing in the past so you guys definitely if you guys are looking
for a fun game I would consider hitting them up and playing and getting the play test obviously
it doesn't hurt and you get the play I mean it's fun like it's live you can it's the the prices are
all live it's just a fun game guys's live. The prices are all live.
It's just a fun game, guys.
So if you guys are interested in a fun game that's coming to Solana,
hit Dima up.
He'll get you in the playtest.
I back it, and I'm going to kill at it whenever it goes live. Oh, and I know you're going to stream the fuck out of it,
and I literally can't wait.
And you will refer people like crazy, and I cannot wait.
It's just, you know, timing is everything, and we want feedback.
It's a great streaming.
It's going to be a great streaming game, bro. Like, on live streams, it's going to know timing is everything and we want it's a great streaming it's a great it's gonna be a great streaming game bro like on live streams it's gonna be something
that you could you can have it uh completed by the end of the stream and actually have results
that is like great dopamine hits so i think it's a great streaming app i think everybody will be
playing it it's something i feel like has been created but just hasn't gotten any traction i
think on the salon it probably does the best in my opinion so we'll see how it goes i have fun playing it and i'm looking forward to play when it goes live and able to talk about
it i'm just trying to be like i know you're being coy as fuck right now and and that is kind of the
case right now like i it's just like if you know you know and i don't really want it to be public
i legit just want to get to like you know right now we're at about 75 play testers. I want to hit like about 200 to
250. Um, and then we'll start, uh, we'll start pumping out, you know, marketing comms and all
that shit, but it's all in the pipeline. I just think the easiest way to get new people to try
your app isn't to do this massive launch. And you know, every time you see a massive launch,
they've already had beta testers. Like they're making it sound like no one's ever tried the
product before they had a few hundred people try it beforehand. So like, this is that
early stage. If you want to be a part of a brand new community. And when I say game, I don't mean,
um, I don't mean like a, uh, fuck, how do I say this? Like, like a, like a game, like,
you know, world of Warcraft. This is not, it's not a web three gaming play. This is a new way
to gamify the, the game of crypto. That's all I will say. Um, the the game of crypto that's all i will say um in the game of
tokens so yeah slide in the dms thank you expresso for those kind words and you know love the tda
let's go um a few more things before we end the space it looks like this is more x-related you
will be able to ask grok questions in your dms this is a live this is just launched so you basically open
it up and you can ask grok basically if this person is trying to scam you and uh and your dms
which is great and then also watermarks are coming to screenshots so x will soon add watermarks to
screenshots which you could probably just put in the jad to p and remove it if it uh if it doesn't
eliminate the policy the ip policy yeah, it looks like your
screenshots from X are now going to have an X.com watermark. And there's a big token unlocked today
for Trump. Trump coin, massive. I think it's like around $600 million. It's 830 million worth of
Trump tokens unlocked on the 18th. That's 6.4 million a day in linear investing also begins.
18 days ago, Trump team withdrew about 20 million to Trump from Meteora. Not the 18th. That $6.4 million a day in linear investing also begins. 18 days ago,
Trump team withdrew about $20 million to Trump from Meteora. Not the first time. This is additional
sell pressure. And something that we brought you guys is obviously once the tokens unlock,
they have to create new sinks. And it looks like trumpthegame.gettrumpmemes.com page is up.
There is a password protected on it right now. And we were talking about
this probably two to three months ago when the news came out is that Trump
is basically creating monopoly style real estate game that the token is going to be used as
currency inside the game. So maybe you'll see some sell pressure and the token go down and might be
something to maybe long once you get the unlock with the announcement of a Trump-like game.
You guys all seen when Trump launched something, you have retail just FOMO in here.
And if this is used as some kind of cryptocurrency inside the Trump game, you're probably going to see a lot of buy pressure once the unlock happens.
So trumpthegame.gettrumpmemes.com.
You can go there right now.
It says protected page enter
your password um and so when this launches i feel like it's going to get a lot of attention and then
we'll find out the token dynamics and could pump the price so just keep that on the swivel obviously
grok is going to be launching their next companion so that's something also to keep your eye on and
nfts are pumping too man so pudgy penguins getting lots of big sales
ladies are getting lots of sales we saw steady teddies up to 400 just it feels like nft season's back meme coins are back we have um hyper liquid at 48 solana just at 172 bitcoin at 119 so man
it feels good feels good appreciate you guys stopping by and sticking around you guys
are going to win because you guys stuck around so appreciate you guys and i'll leave it here for chief
uh to in the space and i'll see you guys in the foundation or the foundry my bad can't even say
my own my group right but go ahead chief yo they have 480 you know i'm saying big eating
conviction plays to come back tomorrow uh it's unfortunate but here kind of late You know what I'm saying? Big Eaton. Conviction plays, too.
Come back tomorrow.
It's unfortunate, but here kind of late.
Appreciate y'all for coming up.
Appreciate y'all for contributing.
We will be pulling the winners for the Astroverse whitelist from yesterday's thread.
So, shout out to you guys that already interacted with that.
That is the first pinned post on this uh space if you'd
like just go and do that now um after the show's over there will be a thread that goes out covers
what we talked about today we do this tuesday through saturday uh 11 till about 12 12 30 just
depending on the conversation it's's TDA or Stay Poor.
We'll catch you guys tomorrow.
Tao.
Go ahead, bro.
Go ahead.
Shut the fuck up and send it.
Yeah, send it.
Y'all be safe.
Don't lose your money.
And it's TDA or Stay Poor.
