Thank you. Thank you. Thank you. who knows i don't know why co-host isn't working today but i got the phone with me so
i can control everything and this and that i don't know if chief if you're up here
it says you're a listener for me but it's fine dude oh yeah like you're not being able to come
up as co-host yeah i keep pressing co-host and it's just not coming up.
Yeah, I'll give it a few minutes, maybe just a space to start.
But I mean, it works out in a sense.
I mean, not to say that we don't want to hear from anyone else to bring people up,
but I mean, you have the phone, you can do that?
Yeah, yeah, I can easily do that.
So if anybody wants to request up, I have the phone with me on my walk,
so I could just request up and add and remove people anyway.
So we appreciate you guys coming out the daily alpha.
We also space Tuesday through Saturday from 1015 to 12 p.m.
We have Allison's thread pinned up top, basically discussing everything we talked about yesterday.
Plus, we have the topics up there.
So that's what we're going to discuss today.
I think he's in the lounge at the airport.
So he will be with us maybe for the next 30 to 45 minutes.
And then he's going to get on his flight.
And then it'll just be me up here.
And I'll go as long as I could go.
But just a reminder, starting next Tuesday, the space will be moving 45 minutes back.
And we'll be starting at 11 p.m. Central, 12 p.m. Eastern.
And we'll be going about an hour orm. Central, 12 p.m. Eastern. And we'll be going about an hour or so starting.
So I don't know whatever I said, but 45 minutes later.
So it's going to be starting at 11 p.m. Central, 12 p.m. Eastern.
And we'll probably go to like an hour, 15 minutes or so.
So that's going to be the new time for the show.
So we'll keep you guys updated this weekend on the Daily Alpha account to keep reminding you that uh yeah the show has a new time and uh it's just gonna be more condensed
more broad uh more just uh you know what's going on in the market and stuff like that and just like
less alpha base we will have alpha but just less of that so we appreciate you guys we love you guys
and uh if you guys want to come up uh feel free to request up and we'll kind of get it going chief it was kind of bitcoin vegas is winding down uh the past few shows we've kind of got you
know since you're there some things that you did some things that you found out some just in general
so as your last day there last night was there anything exciting did you learn anything what
did you do man just wanted to kind of break that down before we get moving no more or less it was all wound down right i mean puppets had an event and then there were like parties and shit but i wasn't
trying to do all that you know did usually you get beat after days if you're actually like walking
around shaking hands doing that shit um yeah no more or less um got with a lot of the solo satoshi
guys right saw some of the new projects that people are
trying to do to enhance uh parasite pools so i think that that's going to be cool um because
you've got a lot of different people now that zk kind of put this pool into the i guess the world
right that are creating small mini pools right that are grabbing bid axes that are almost replicating uh parasite and
continuing to kind of do individual spawn ups of this right so i think that mining is going to
become a lot more decentralized going forward um that's the ultimate push the guys were also
talking about even being able to condense and cut the price of these miners right from 125 to roughly about 80 bucks a pop so if that happens
it's going to continue to kind of just spread right i mean ideally you can walk up to your mom
or your dad or whatever and it's like yo for 80 bucks you could have crypto exposure literally
put it in the corner of your house and be fine right and so i think that that's going to be an
interesting part too and and then you have kind of like the rebels and outlaws that, you know, set these up in hotels and shit, bro.
I mean, you connect to the Wi-Fi, put it under a bed, and you can literally set up bid axes everywhere you go and use their power, right?
So ultimately, all you need is a Wi-Fi connection and a plug, a 12-volt,'re you're more than welcome to like start uh mining
having that ability to hit that lotto ticket so that's what i'm excited about is when i got here
even at the main conference floor the majority of it was uh just mining companies right a lot of
bitcoin loans and you know get a passport with bitcoin and all this kind of stuff trying to
leverage and using bitcoin as power right for, for potential things. But most of
these entities are third parties, right? A lot of these guys are just have friends of a friend that
can help you get a passport, right? They hire an immigration lawyer for you and you just pay in
Bitcoin and leverage in Bitcoin, right? It's these loans aren't actually on chain loans.
So I think that that's why that whole liquidity I'm splitting up is going to be interesting,
right? The Gemini card continued to be a big hit. It actually overshadowed all thela trucks just sitting there and kind of just
getting that going you had the vinkel was twins taking pictures with everyone right there right
right in front of it promoting gemini so yeah man it was good um it was good to see everybody was
rallied up yesterday sailor spoke right and it was like fucking bitcoin jesus so to speak right
whole stadium got packed a lot more and it's like
everybody's just waiting to see what he had to say so it was fun in that sense but the it's like
we're just getting started now and that you know that's how i see it because last year it was the
starting to ramp it up this year it became real people saw that you know there is this potential
bitcoin broke all-time highs twice three times and so now it's okay, cool. This is
a real industry. These conferences, I think are only going to continue to get bigger.
Yeah, I saw the Gemini truck. And I guess now I don't know if cyber trucks have like access to
Starlink or Wi Fi. But if that's something that comes around, you could just see people driving
around in cyber trucks, hooking that up to their cyber truck and just mining bitcoin in the future so that's going to be nuts to kind of see and uh do is it really like that big of a deal with the
price point of these things like 125 doesn't seem like it's that expensive for having an opportunity
and a lotto uh ticket does like 125 compared to 80 is that something they're really concerned about
getting more people and i just think it's more about educating people that these are available.
I just don't think the price point is keeping people away, in my opinion.
No, it's not necessarily keeping people away.
But when you start lowering the price, you can now start going into, like, lower-income countries and nations and stuff like that.
And then promote decentralized mining.
Like, 80 bucks in Brazil, it's that times five.
Right? mining you know like 80 bucks in brazil that it's that times five right so and then and then and then you go to argentina and it's like that times eight and so it's like yes it's not a lot
but it's not a lot in american terms if you're earning in usd and spending in usd but if you're
having to spend in usd and you're earning something else i mean you're cooked what is i haven't kept
up with the parasite mining pool i know it was down to like one year.
I haven't checked on it recently.
It was like 10 years and then it was five and it was one.
And now I just imagine with this ongoing push for the bid axes, it's probably below a year at this point.
So it's definitely, you know, something that's blown up and bid axe, you know, ZK was ahead of this kind of this trend in a few months ago. So it's definitely something that's blown up. And Bidax, ZK was ahead of this trend a few months ago.
And did you happen to see Ross Albright speak yesterday?
No, I didn't see him speak.
But I saw clips of the actual speech.
But due to him and Saylor being there at the same time, it was just chaos, right?
People that didn't go to the conference
the last day at all just went for that day so i left right after that or right before that sorry
yeah the speech is really good it's worth watching on video because i caught it back up in the clips
yeah since i can't since i'm not co-hosting guys if you guys want to come up on stage just send me
some like emojis uh private emojis, and I'll let you guys up
and go to the phone. I'm just kind of away from the phone right now because of the echo. But yeah,
Ross Albright's prison ID, uniform, personal art, we're all up to auction. So if you wanted his
extra large pants and his large prison suit, you could put your money up for auction. I saw
his speech. I didn't watch a few clips of it. He says, when I created Silk Road,
Bitcoin was $1 and now it's $100,000. So it's just like, that's amazing, dude. Like the fact
that he's out and the fact that he's seen this grow from the very beginning was kind of the very
first person to kind of create a marketplace. I guess, I mean, I guess it maybe wasn't the first
one, but the first one that actually built on. Yeah. I mean, if you want to consider like the
first actual builder, I would say it would be him right grab the tag grab the product try to create
something in order to enhance utilizing that so i would say he was one of the first builders on
bitcoin besides the people that were helping the network affected the chain itself you know
100 um i don't know if you saw this this is is coming from the mayor of Panama is basically suggesting his name's Panama's mayor.
Mayor Mazursky proposes Bitcoin payments to help cargo ships skip the Panama Canal delays.
So I know there's been a lot of talk of the Panama Canal. We built it china owns it we're going to take it back we had mr marco rubio go down there and throw his fist and said this is ours and now
it looks like they're trying to use bitcoin payments to help cargo ships skip panama canal
delays so i thought that was interesting you don't i mean everybody's using bitcoin all these all
just to use it as payments now and it's i don't know it's just kind of interesting that they're
not it's just the opposite, right?
It just became what we were trying to fight against.
I mean, it is the talk of the town, right?
I got an article pinned up to the top.
You have now media pivoting 100% to Bitcoin-focused content, right?
So I think that it's not going to slow down either,
especially with getting more media exposure
and you got this hyperization of information.
And now everyone's getting interested you had vice president speak you know it's like it's the narrative is getting
louder and louder to the point of if you've only heard of it speculatively or if you haven't looked
at it yourself you're going to probably look at it yourself in the next year or so right so i think
that that's going to add more fuel to the fire in that sense.
I agree. I'm agreeing with you with all this stuff. I mean, there is some macro stuff that's going on.
It looks like those courts, I guess, came back and said, yo, like, it's good.
Like what he did was fine. So it got appealed again.
Well, it's basically the tariffs can go on while they're still uh it goes to the supreme court i guess yeah while while it's still being
adjudicated so like in this whole process of going through the court tariffs are still active and on
and then they're just gonna abide by whatever the decision is once the decision comes out you know
yeah i think the supreme court leans a little more
to the right so i think they'll probably align with president trump on this one so and i think
what's kind of you know that's ultimately you know bringing uncertainty to the market left and right
but then you had basically uh president trump says china has violated its agreement with the u.s
already so apparently there was an agreement an agreement of an agreement, but an apparent breakdown of the trade deal. Trump says so much
for being Mr. Nice Guy. Did the U.S. trade deal just collapse? So he says two weeks ago,
China was grave economic danger. It was very high tariff set to made it virtually impossible for
China to trade into the United States marketplace, which is by far the number one in the world. By far, number one. We went into cold Turkey with China and it was devastating
for them. Many factors closed and there was to put my liquor, a civil unrest. I saw it was
happening and didn't like the deal for them, not for us. I made a fast deal with China in order
to save them from what I thought was going to be a very bad situation. I didn't see that happening because of this deal. Everything quickly stabilized in China,
got back to business as usual. Everyone was happy. That is the good news. The bad news is China,
perhaps, not surprisingly to some, has totally violated its agreement with the US. So it's being,
so much for being Mr. Nice Guy. So I think that's also kind of bringing some more volatility to the market this morning. Donald Trump, Jerome Powell in the White House yesterday. We also this morning had PCI
inflation. I think it's the Fed's preferred inflation measure falls to 2.1% below expectations
to 2.2%. Core PCI inflation falls from 2.5 in line with expectations to 2.5. PC inflation is now the
lowest level we've seen September of 2024. So all eyes are on the Fed. And then just kind of some
stuff that's happening just in general with the treasuries. And we saw this with Japan. They
started issuing more short-term treasury bonds instead of long year. And the foreign demand on yesterday's
five-year U.S. treasury action was the highest ever recorded. So nobody was buying the 10 or 30
year treasury bonds. So they started doing auctions for five-year bonds, shorter term bonds,
and it saw the highest record ever. So it looks like foreign interest-
Because you can offset that, right? I mean, in five years, you can, like what we were talking about yesterday, it's like the money printing is not going to stop.
Getting paid back in overly leveraged money is not going to stop either.
But what you can do is grow assets in that time period that will offset your deficit.
You know, and a five-year burn to offset is a lot easier than a 10, 20 or 30 year.
So we saw Japan do that last week.
They started lowering the auction, and then they saw more people buying.
So it just brings less short-term risk.
It's like if you're locked up in a staking protocol, if they're offering four weeks or a year,
you're probably going to, if it's risky investment, you're probably going to take the four-week instead of the year.
And I think the stuff that Donald Trump's seen in the background, US banks are now sitting on 140,
was it 413 billion in unrealized losses in Q1 of 2025. And then also the US housing market,
home sellers outnumber buyers by almost 500,000, the largest gap we've ever recorded. So
if inflation's coming down down and then now we have
banks basically sitting on unrealized losses and then the housing market is at the lowest level
ever. I think, you know, that meeting yesterday with Mr. Jerome Powell is kind of trying to figure
out like, what are you going to do? It kind of thinks we need some rate cuts here to kind of
get people back and reinvesting and, you know, getting their mortgages refinanced and stuff like that.
And so we can refinance the debt in general,
since we're just going to continue to spin.
So definitely, definitely crazy fucking news.
You know, obviously it's not all bad news, but it's definitely interesting.
I mean, Texas right now is the,
I think the number two producer for homes in the United States right now.
but the amount of houses on the market are at the highest it's ever been and sales are at a
stagnant of I think one percent over the last three years too so it's like people are just
mass producing and there's no buying no yeah it's a hundred percent true and just like looking at
just a Bitcoin chart obviously I'm not an trader, but I hear traders in their terms and they talk about like ABC corrections.
These are like value investors.
Typically, the value investors like to buy on the C correction.
And this guy basically has kind of wrote the lines that Bitcoin is an abc a correction descending wedge and typically when the market
gets you know uneasy and people sentiment drops and people are unsure of what's actually going
on they start saying you start being cliff dwelling we're going back under 100k that typically aligns
with the c correction and then the value people get involved and they they start investing at
these levels right now so So 105K held strong.
We have held strong above 100K for the past three weeks
based through all this turmoil with U.S. Treasury bonds going ballistic,
with trade announcements being uncertain, with all kinds of stuff happening.
We're still sitting above 105.
So basically this chart is suggesting this is the C of the ABC correction
and we're going to go higher from here and break this wedge is basically what this guy's suggesting.
So really quick breaking news right now.
Trump media closes a two point three billion dollar raise to create a Bitcoin treasury.
There we go. There we go. Maybe that makes us bounce.
there we go maybe that makes us bounce bro i mean that's kind of wild too that how are you
gonna have the president's holding company have a bitcoin treasury and then the company
slash the country that he's you know managing also trying to set up a bitcoin reserve you know
so it's literally a race against himself yeah yeah uh what can he do, right? He buys with Trump and then he'll buy with America.
You know, it's like, I don't know, dude.
He now has his own buying pressure whenever he wants, which is an interesting factor.
Well, the market's running off macro in him.
So if he has ways and tools to pump the market, I mean, I don't think we're not mad about it.
Like, pump our bags, bro.
Like, I can put politics aside as long as you make Bitcoin go higher.
I'll get into politics after I'm rich, my guy.
So, I mean, if he's going to use his tools to pump the price, fucking do it.
I don't give a fuck at this point.
This all, it's all like, it's all smoking mirrors anyways.
Like we're going to continue to print trillions of dollars.
So like really all this stuff that has been talked about and campaigns is just to the wayside. And so we're not going to cut inflation. We're not going to cut spending.
So let's fucking pump the price of Bitcoin so we can all fucking live better, dude, I guess.
I think more of us also, we got to consider that I just pinned up to the top. What's really going
to happen is what we're seeing with every company that adds Bitcoin to the balance sheet.
seeing with every company that adds Bitcoin to the balance sheet? Well, Sharpling Gaming,
the company that was only had a market cap as a business of $4 million.
Since adding Bitcoin to their balance sheet, $40 million worth, it's up another 50% today
to $118. It's up 3,000% in the last five days. five days so ggs i mean you could probably expect some sort of
similar run with trump holdings if he can add bitcoin to that balance sheet especially something
of that size but three thousand percent in the week bro all because you added bitcoin and before
your your company was valued at four mil and And now, I mean, that's crazy.
Well, they didn't add Bitcoin, they added Ethereum.
Oh, yeah, Sharpleeg was Ethereum one?
Yeah, that's Joe Lubin, the one that's behind ConsenSys and MetaMask.
And I think that lines up with Ethereum broke above the 200-day moving average.
So I saw a bunch of people that added Bitcoin exposure.
I think it was GameStop, and they're down like bad.
And then the ones that added Ethereum, altcoins, are up.
So it just kind of seems like what altcoin you added exposure to this week
is kind of showing where your stock price is today.
So Ethereum broke above the 200-day moving average.
So that's kind of signaling altcoin season here, which is what we've all been waiting for.
So that's kind of signaling altcoin season here,
which is what we've all been waiting for.
And Mr. James Wynn, degenerate gambler, back, put out another long this morning.
I ended up top, or I did a post this morning on it.
A $46 million long after he was just liquidated yesterday for $100 million.
So what do you think, dude?
I think that's crazy gambling, dude.
I mean, that's revenge trading, and that's how you get cooked.
That's how someone make a post about what he could have bought with that $100 million.
It was like a mansion, a private jet, a castle, like something else,
and still had $20 million to gamble with and fuck around, you know?
$46 million. like something else and still had 20 million to gamble with and fuck around you know 46 million like how much money is apparently this guy made a lot of made generational wealth on the pepe scamming yeah no he was scamming in 2023 yeah so yeah that's why a lot of people were like they
felt bad for him at one first but and then when they realized that he was scamming in 23 they're
like fuck that guy yeah and i guess also something that's lining up with today is FTX starts distributing their 5 billion in stable coins to creditors today.
So that could also be adding to the wave of liquidity, possibly buying Bitcoin and altcoins today.
So that's just kind of bullish in general.
A lot of macro news and announcements, especially going into the weekend where the markets are off.
I would definitely expect.
I mean, it kind of seems like a lot of like the macro stuff happens after Wall Street takes a break for the weekend.
So we'll start seeing shit started now on Saturday and Sunday.
I'm having the board right now.
Appreciate you stopping by, man.
I'm going to post some stuff through the top, though.
And then, yeah, I'll catch you guys in a bit.
Yeah, just pin it up, bro, and I'll just go over it as you go.
So, yeah, Chief's boarding.
He's leaving Vegas, going back to Dallas.
So, I mean, hopefully he's not flying Spirit.
I mean, I've seen a lot of crazy stuff happen on Spirit lately,
so you don't want any craziness happening.
So, wish Chief a nice travels and shit like that. Let me see what he's pinning up. happened on spirit lately so you don't want no one any craziness happening so wish chief um
a nice travels and shit like that you see what he's pinning up
scaling deep in and deep out to be part of the revolutions of tau and natix artificial
intelligence is now entering a new era one that that doesn't generate content, but the one being under, okay.
So physical AI, like robots are definitely taking,
are going to be the new deep end.
I think I've been talking about that.
Obviously with the Nvidia call, Mr.
Yanssen Wang or whatever his fucking name,
it was just talking about like the next stage for these chips aren't just
They're going to be in robots.
And we've already kind of started seeing some of this stuff kind of play out when web 3 i think there's that one
robot where you could it goes around the city and you can purchase it and it like scoops up
pokemon like cards and it uses this visual robot it's a web 3 game so i definitely think that the
next phase of all this isn't like ai agents on your computer. It's actually inputting these agents and learn software into robots and letting them like walk in real life.
And they're going to do real life stuff.
I mean, Elon Musk has said that there's going to be more robots than humans by like 2045.
And so every person is going to have two to three robots in their house, cooking, doing laundry, mowing their
lawn. I mean, they're not going to be like walking robots in a sense. You know, they could be more
compact. I mean, would you consider your Roomba a robot? I consider that a robot. I mean, we've
even seen kind of the ones that mow grass. Like when people think of robots, I think they think
of like iRobot, or these guys have two arms, arms two legs and they're like five foot six and they're walking around your house these robots can be condensed
and can do stuff you know manual tasks and they don't have to take up large surface areas of your
house either so i do think you know a lot of that stuff's going to start be rolling out here
in the relatively near future and then we have like tesla rolling out robo taxis and shit dude um where if you own a
tesla and you know you're at work and sitting in the parking lot for nine hours uh you can have
that tesla go around and pick up people while you're working and actually make money and i
consider that deep end dude how is that not deep end you have a fucking car that goes to drive
around to make money for you like yeah it's not
crypto but you're making money so i could see that cyber truck kind of thing i think waymo does this
but like owning your own uh driver driver vehicle and it going around and actually picking up people
and you make money while you're doing it i think that's a like a few degrees of what deepen actually means and so
definitely see that being something interesting to kind of uh see develop in the future i mean
we're gonna need chips for all this you need large language models you need all this stuff
for this so i mean nvidia just went 10 straight months of being profitable i mean if we're going
to start getting robots and we're going to be two every time, I think that's kind of the next use case for all their chips. And you can maybe see them get,
you know, 11 quarters in a row of profitable and then we'll never slow down because they need more
and more of these chips. Obviously there's going to be more competition, but definitely just
interesting to kind of see. What do you guys think about Stay Loud, dude? It's actually getting kind of crazy.
Did you make it on the board?
You were at like 800 this morning, bro.
I don't even know what the fuck you did.
Because I tweeted early, early, early.
Like, I only did one tweet about it, and it was very, very, like,
when no one was even talking about that shit.
So I guess that that, you know, early engagement counted.
It's pretty dope damn that means that i gotta be like i don't know i gotta go it's gonna get i mean they just announced a snapshot so if i'm gonna get kicked if i'm in the top 1k i mean i can at
least guarantee myself in that range you know yeah at least one more tweet or some shit but
yeah but like with the leaderboard yesterday, only got up the top 300.
So no one really knew where they stood.
And now they could see where like the thousand cutoff is.
You're going to start seeing people like go hard as fuck to kind of kick people out of this top of thousand.
So if you haven't made a tweet today, I would.
I know this announced that a snapshot's near.
So I think Ultra was getting people DMing like from other projects like, bro,
stop this fucking madness. Take the snapshot. We can't even get on the fucking timeline anymore
and promote our projects without people tagging loud under it. So do you think it's that they did
talk about a snapshot for the first come first serve smart follower already happened. That's why
they're asking you to connect your Solana wallet a few days ago. So if you don't make the thousand, you still have a chance on the first come first serve.
There's over like a thousand or a hundred thousand wallets on that one.
But I mean, you're going to get wrecked.
If you don't have a sniper bot or something like that, I mean, you're probably not going to make it.
And it's probably over allocated.
And then they say if it's over allocated, then they're going to reduce the allocation to 0.05 soul.
So it's definitely going berserk.
It's all over the timeline.
And if attention drives meme coins,
this fucking meme coin is going to go berserk, dude.
And there's a lot of people that are going to be buying secondary
because there's only a thousand wallets that are guaranteed.
And there's over probably 15,000 to 20,000 people
that are trying to get on this.
So there's a lot of buyers on the other side, I feel like this one. So it always makes me appreciate. I think that the
interesting thing about that though, it's like, if you're buying, you know, that you're technically
funding the top 1000s paycheck. You know, like if you're buying the token and trying to trade it,
you're really just giving money to the top 25 and top 1000. Because that's the only way that they can make money
is people buying the token and trading.
Let's just say if this went live and no one bought the token,
the top 25 wouldn't get anything.
But the top tokens are kind of going to talk about it
and get more people to buy it.
And they're going to be posting the fucking screenshots
of it going higher because they have skin in the game.
So we all know how the space runs, dude.
and they'll buy what the top influencers are talking about.
And I think for the short term, maybe the next three,
maybe through the weekend, maybe through Wednesday,
everybody's just going to be talking about this.
And if this is being talked about,
it's going to drive people to buy.
It's just very easy and understandable
how it's going to work out.
So, I mean, there's people basically purchasing
guaranteed spots on OTC for 8K right now, which is kind of crazy. I've heard that these people
might actually get disqualified for doing this. I wouldn't suggest doing that, but with the market
cap pre-market right now, around 75 cents for your 0.2 sole allocation that is around 15 to 16k dude so spending half of that for your
chance to get it looking for a 2x probably not a bad investment and then i also saw people actually
selling smart followers for like 1700 yesterday when you could just get those for free um so
this is definitely all the rage i imagine the people that are trying to purchase
smart followers are people that are trying to spin up five, six, seven, eight accounts,
new Twitter accounts. And they're trying to get those 10 so they can get multiple allocations to
the top hundred presale. So I mean, $1,700 and you spin up 10 accounts and get 10 smart followers
and actually bought and get it to the top a thousand could be actually really really profitable so i hope there is some kind of disqualification for
some of these maybe some people move up the rankings uh just because people were kind of
deemed um you know botting this but this is definitely happening tomorrow at 10 p.m or 10 a.m eastern uh so right before the show starts you guys will be able to allocate
to the pre-sale and then we'll kind of get to first come first serve and then we'll see where
the damage lies i don't always trust this pre-market shit to be fully honest um we've seen
it how projects bought it and they buy up the supply just to move up the price to gain hype.
And then it kind of comes out below expectations.
I don't think it starts out at $75 million, to be completely honest.
I could see it maybe being one third of that, maybe $20 million.
$75 million, I think about $20 million or something like that start off.
And then maybe if it gains enough hype, it can maybe hit $75 million.
But yesterday, this morning was peak hype.
And I feel like that kind of shows you
where maybe the top is for this.
I could be completely wrong,
but I could see it starting off between 15 to 20 million.
And maybe by like peak euphoria,
it maybe gets the 70, 75 million in my opinion.
So it's kind of where I'm looking at,
kind of what I'm kind of seeing
what's happening in the market.'s like it's literally taking over the timeline i mean if you go on kato
right now and you look at the mindshare like i have never seen anything like that like a fucking
piss missile of mindshare where everything's red but loud looks like it just went to the moon
and like that's what i'm kind of saying like this is all attention game so if that's going to be the attention vector and that's going to be the analysis we go off of then i wouldn't
the token look like that either so i don't know it's definitely interesting never seen anything
like this uh in my life i mean since kato's been out and i think you're gonna start seeing other
projects kind of iterate on this and i don't think this is the last opportunity we're going to see.
I mean, we saw this with the Wink and Kett
It kind of spawned tons and tons
of more clones the following
did miss out on this, I do think
there will be other opportunities to get in
similar projects like this in the future.
They might not be nearly the return.
This is just Pac-Moon reinvented and refined and perfected, you know?
So I do think there will be more opportunities
to get into similar situations like this.
They might not have the same return or the same attention.
Kind of depends how this one goes.
If this one goes to $200 million,
I think you'll start seeing a bunch of these spawn up.
I don't know if they'll actually be on the loud leaderboard
or if they'll just be separate.
Let me look at something real quick.
If you guys want to come up,
obviously we're having trouble with the co-hosts,
just send me some DMs or just send me some private messages
and then I'll bring you up on the phone.
I'll just look and make sure anybody was requesting that.
But yeah, dude, I think that maybe this is what Lambo Land might be iterating on
Maybe creating something similar like this on Hyper Liquid.
You pin up Ball Brothers.
Ball Brothers Discord is officially open for all Hyper Adventurers.
For the next 40 hours you have
a chance to claim an exclusive brotherhood role join discord retweet this post and tag someone
in the hyper liquid brothers and drop your discord id below so i'm talking about this one so it has a
lot of kind of i don't know it just has a lot of interesting people like involved with it and i definitely
think this might be something i think it is also free so i mean it wouldn't hurt to get in there
get a discord role i mean free to what 30 50 bucks that's still profit this was kind of the
next one that i'm getting kind of hints at being you know very very kind of very profitable mint on the Hyperliquid in general.
Also, PVP.duel yesterday.
We brought you that last week.
Obviously, Hyper Hypeios got tier three.
But the ones that actually, I guess, were able to get the guarantee
was six hype for the presale on dows.fun.
That was 51 hype right off the bat.
I think it's kind of capitulated since then,
but you could have put six hype in,
which I think is three, six, nine, 12, maybe 150 bucks.
And you could have turned it into about 1500 bucks.
So yeah, it pays to be early to this stuff.
It pays to pay attention to the daily alpha and
what we talk about you could have you know got into their discord maybe play their telegram game
and could have got on this guaranteed and made a free thousand dollars for just being a part of
this pre-sale on dows dot funds so another another successful kind of trade that's happening on um
on hype dude and i think something that i identified yesterday and i don't know if any um
the hyper hyper guys like cast or any of you guys want to come up or dobbins just send me you know
some hard images if you want to like kind of talk about this but coinbase is listing hype uh
operating operations on hype perp market will begin at 9.30 a.m.
Typically, they do their perp, and then they do a sex listing.
And I was kind of suggesting that this maybe could be bearish for hype in general because hyperliquid model relies on volume to fuel buybacks to justify its values.
If users jump to sexes instead, that could drain volume
from hyperliquid itself. And I was like, am I off my rocker here? So I mean, like the main
use case for hyperliquid is obviously it's a great product, but a lot of the reason why the
pumps is because they use a lot of that hyperliquid from fees and trading and all that
stuff to actually buy back and burn. And so if you start getting trading on Coinbase, or you start
getting trading and people buying hyperliquid just on a sex in general, does that eliminate
that kind of model? And I mean, it ultimately won't be 100% happening anymore. With more and
more sex is listening hype, you're going to imagine that kind of market uh dominance is
going to start to kind of get vampire attacks slowly but surely and like those crazy buyback
and burns are probably going to be like slowly slowly draining over time so i kind of thought
this might be bearish uh in the long term for it just because you'll start seeing more and more um
more and more there yes i saw you give me a heart let me go the phone, bring you up here if you want to talk about it.
I kind of want to get your opinion on it, to be completely honest.
So let me get to the phone.
I'm having trouble with co-hosts, guys.
Should be getting up here.
It's just, it's fucking with Androids, dude.
Like, I have Android, uh i host it on the fucking
space and then i update the android and it's like oh you can't invite yourself to co-host
cashew up here bro it says you're a listener for me just want to say what's up bro it's good
now i'm here um and i'll tell elon he needs to fix these it's always been an issue dude it's
always been an issue i updated the x app right before I came. I was like, this is a giant mistake. And then I start to speak because I start the reminder of the space on my iPhone. And then I host a space on my Android. And then I went to start it and I add in by co-hosts and it just doesn't happen. So that was my bad. I shouldn't update that before the show. But what do you think about just Hyperliquid now being listed on sexes? Do you think that kind of is sort of a vampire attack on the buyback and burns?
It kind of eliminates kind of the frothiness that we see with like people buying this stuff.
Oh my God, they burn a hundred million dollars worth of, you know, and it kind of pumps the price every time.
What do you think now that they're getting more and more sex listings?
To be honest, I don't think it's going to change anything in terms of the fees raked in.
Because at the end of the day, right now all it is is perps that they're listing.
Coinbase and Binance are going to have their own perps market.
They're going to have their own users that typically stick to that platform.
But the trading fees are still still gonna be higher for 99%
of the people hyper liquid is gonna have lower trading fees for just about
anybody especially if they go with like the new staking tiers and stuff like
that but like the overall like sex listings are needed because it's just
like there's literally no way for the average person to get access or even any of these big funds that really want to put a lot of size in and they legally can't do it just from a fucking ledger or something like that.
They have to go through official vetted custodians and all that stuff.
It's all just kind of the snowball effect, I think. I really don't see
anything changing in the medium to short term. If anything, it's going to be just like, let's see
how this price action plays out, because typically perps doesn't really do a lot of good, because
people just start taking out crazy positions one way or another
trying to hunt others on chain like james wind so it's going to be interesting but i think it's
just the snowball of these tier ones that are finally saying like oh fuck like we have to like
we actually have to list this shit otherwise all of our our top fucking traders are going to be
pissed that they didn't get exposure to this yeah i mean it starts with perps right they do perps first and then a few weeks later they add
spot and so i mean i i do think over time i mean it could be like okay maybe they do take some
take a few of the like most of the time you have to swap your usdc um over and buy hype you know
with d bridge and then they use that and for a buy back and burn and maybe maybe it does take a
little bit off the table but the fact that now retail could buy it maybe that supersedes it it's
kind of like a seesaw yes it takes a little bit of the buy back and burn but now we can get normies
in and maybe that kind of pumps the price also so maybe it's you know maybe it's mutually beneficial
for everything i mean people are super excited to hyper liquid i actually think it's probably
very like with a lot of these a lot of these new chains you have like one side of the barbell which
is just attentions and degens and you need the other side of the barbell, which is just the tensions and DGINs. And you need the other side of the barbell, which is basically liquidity, smart investors, and smart money in whales. And with
Hyperliquid, you have whales like James Wynn, Arthur Hayes on the other side of the barbell.
But also on the other side of the barbell, you have the DGINs like CAS and the Hypeos,
and you have PVP.actually happening. So it has both sides of the barbell and that's what you're looking for for max velocity in a space like salada has that a lot of these new chains have one side of the
barbell like for instance not trying to say anything about abstract i love abstract but it
only has one side of the barbell it has djens it has djn gambling but once that l2 drops what's
the other side of the barbell where it gets smart money and whales involved? And that's kind of what you need to get these fucking protocols and these chains into the top 10. And I
think Hyperliquid has both sides of those. It has the money and it has the DGNs. And that's why you
see people like Arthur Hayes and other people saying this is the Solana of this cycle. So
I'm super bullish on him. Now it's going to get basically centralized listings. So anybody that
starts stumbling in this in the next few weeks
are now going to have opportunities to just buy its spot on Coinbase
that don't have to go through the D-bridge and all that other shit.
So I'm super bullish on this chain.
As much as the fucking EVM blows balls and it's fucking 7 TPS per second,
I mean, they're going to fix that.
And they're going to fix that.
Like, it's going to go higher. They said they're going to iterate but uh and they're gonna fix that like it's gonna go
higher they said they're gonna iterate on that over time but yeah dude yeah i would uh i just
keep in keep an eye on it man because we i think a few of us were in spaces yesterday talking about
like uh some of the updates that they're gonna roll out eventually with like pre-compiles and
what they call hip3 and there's a lot of cool stuff that could happen
with how they could give access to just anybody
with financial knowledge and enough hype, essentially,
to set up their own perps markets or things like that.
And it's going to be just a new wave of ways people can get access
to financial upside that just 100% was not available to anybody before.
So a meme coin can buy a, say, a Hyperliquid username and then that meme coin can get accepted and actually be traded on the Hyperliquid perps trading platform.
If we pulled together a million hype as daily alpha, we could set up the daily alpha perps
market and then the group takes the fees from that perps market and they own that.
But you have to have a million hype, which is like 30Ms or so right now.
So it's not like you're going to just get
any random like dev that can just pull up and make this happen. But if you think about the
types of people out there that if they're smart and they understand these kinds of markets,
you know, if you can pull together 30 million and set it up, like, and if you get a market that
is something that people trade, like I'll probably put a tweet together eventually just like giving examples.
But dude, I don't even like I honestly can't even fathom the amount of money you could make from some of these markets.
Because even like Hyperliquid alone with just the fees that they raked in before they had a lot of things listed was kind of stupid.
So like say a meme coin did it.
Let's just say that like buddy did that does that mean that not only could you like most of these meme coins
are by spot and you just want the price go up so if say that buddy bought a username you could now
leverage trade that buddy with longs and shorts is that how how that works? Yeah, I think the way would be more, it would be
meme ecosystem, and you're trading
the value of that, and you can create long
and shorts based off of that
still don't even know exactly
details on how this could work out
because i'm not one a fucking market maker at that level and i do also not like nearly knowledgeable
enough on how this like whole uh hip3 thing will fully roll out and be implemented because
yeah it's just uh it's something brand new I've never seen anything like this in crypto. And I feel like the benefit is it's just a business avenue that builders can take and actually have a sustainable way to earn money while also benefiting the protocol and the ecosystem.
I think that, I mean, when you see back in like the old days with like 2023, where it's like,
oh, we're going to get listed on Binance. And yes, Binance is like the big exchange in the world
and people could buy its spot, but Binance also lets you leverage trade those coins.
And that's typically where you see the top of it because now people can long and short it and they
typically short and it goes down in price. So we don't even need the Binances anymore to list to
actually get the exposure and to long and short this. All you need
is the project to have 30Ms. I mean, I think Binance makes you pay 30Ms to fucking get listed
on Binance or whatever the spot anywhere. So now they're kind of taking that model from them and
actually doing it in a decentralized way, which I think might also like Hyperliquid might be this
cycle's Bin be this cycle's
binance listing and we see this like okay okay x fun and all these other ones on solana that kind
of do and wasabi that lets you long and short uh some of these mean coins right off the bat so this
is kind of just like a bigger stronger effort to get a lot of this stuff um listed on the like main
uh decentralized perp exchange now so it's definitely interesting shit
i've been doing more deep dive on it and like you and dobbins kind of being early to this
i appreciate you know me being able to lean and uh on you and ask you guys questions i'm not you know
i can't be everywhere in the market i can't be knowledgeable everywhere so i appreciate cast when
every time i have a question on Hyperliquid,
I could call him up and he can just kind of set me straight
and the things that are actually going on.
So anything else you're looking at on Hyperliquid, my guy?
Did you get into that PVP.trade thing yesterday?
I know you guys got like third tier, which is kind of gay.
Third tier on that, which is like, what, one hype?
Yeah, I'm trying to debate if I should take my for hype profit right now.
Yeah, I think you should, dude.
Yeah, it's all good, though.
I think they had a little run-up last night.
And I mean, it's still one of those things like HyperEVM is early.
this right now and then look back in like four weeks and it'll be like ten times the amount or
something stupid like the the valuations on some of these coins are so small right now it's it's a
lot like how early like eats memes were last like in the bear and all that stuff like there's stuff
that you could be early to that you will think is just complete dog water
and it might be something.
And then there's other stuff that it feels like it's overvalued.
I was a person where I was like,
ah, Mog's too high, like 5 million or 10 million.
because I just got distracted or something stupid.
And so it's like stuff like that happens.
And it's just, there's always going to be opportunities,
but it's not slowing down. When are we going to liquid nfts on openc though never dude openc hates us that's the that's the crazy part hyper liquid's one of those ecosystems where like
there's no there's no marketing team there's nobody's being paid to do stuff like it's just
a bunch of dgens pushing it to push it and so like
open c is never going to work with a team that's like just genuinely doesn't give a fuck about
trying to give them any money or trying to help push their brand in any way so it's kind of just
cooked like you know we'll we'll see if they just decide to do it one day but i just feel like it's
going to be whenever they want to i think they're kind of transitioning i mean i think they see the
light in the sand here and that you know nfts kind of on their last leg i mean they're not on
last leg but there's not that much volume in it so i think they're trying to be more of like a
token trading protocol um they kind of suggested that in adam's post yesterday but i don't know if you kind of saw
the announcement i know that the oh shit reset the having connection issues
typically happens like an hour in let me reset this real quick
connect space skip there we go
sorry about that guys oh look at that
second all right let's go i got co-host roll
now all i took is a reconnection let's fucking go
cash you're still a listener so i can't see you but it it's fine. But OpenSea yesterday basically launched, I guess, ended their beta access.
And now they're officially launched their rewards program.
I know everybody's bogged down with Loud and a lot of stuff was getting missed yesterday.
So just breaking it down, if you didn't know, your C allocation, which officially announced
it's C allocation, so open C doesn't start.
Bull market doesn't start until we get the C.
Your C allocation depends on your past activity,
your current trades, XP shipments, daily voyages,
Voyages equal daily quests.
And so you have common which um is 25 xp you have
legendary which hasn't shown their xp plus rare treasures so when we were doing these shipments
guys like you were getting like 150 to 500 xp by just going on the beta so they're basically
nerfing that and now that it's alive you're getting like one fourth of the xp so that's
why i was kind of hinting that you guys should probably be doing this beta shit because you're
gonna be looking back wondering like why didn't i do more of this now they're kind of nerfing the xp
they're going live your first three treasuries are now claimable and tied to your beta xp
feedbacks and shipments so you haven't gone on open c yet i would suggest you guys go over there now and
actually go open your first three boxes that's something you guys want to do today you're going
to get some more xp and then um they they're asking you not to bot or manipulate loyalty matters
so loyalty would suggest like say you're doing your you're doing stuff on magic eden the
other one they're probably going to nerf some of your xp similar to how blur did that with their
season one and season two so using other protocols and other platforms marketplaces isn't probably
going to help you and so the one thing i wanted to kind of go over then to mention this is kind
of what adam was suggesting what i just mentioned let me get to it a subset of tokens were supported during beta now virtually
every token is available for trading across 19 chains with very more on our way I read your
comments each day he's basically talking about I honestly love you more to give up to date I
believe me it would make my job of marketing noise better. I said this a few weeks ago.
If there's a release of innovations, we'll see a surprise.
Your foundation considered, is it essential to have several of these placed before launching the token, ensuring utilities stay strong?
As someone who's spent the past few years trading the trenches right next to you, I know what you want to see is see airdrop.
But I also know that this isn't just another TGE.
It's getting the right, won't just be a W for the foundation, but open C in the entire space. What I could tell you is that the foundation is just excited to release C and you will receive
and experience it. The team is moving with urgency to ensure C has thoughtful mechanics
and reasons to hold it and a long-term
alignment with the community expectations. In the meantime, there are three things you need to keep
in mind. Past history will be reward receiving its own allocation of C from the foundation of TGE.
This is separate from anything else. Current activity, we might not have leaderboard for it,
but you are still paying attention to who's meaningfully organic using the new open sea
especially when it comes to token trading he said especially when it comes to the token trading he
so i mean you could think of nft as a token i guess but there are swaps on there that no one
uses i actually got when i was fucking around with it when it first launched i actually got, when I was fucking around with it, when it first launched, I actually got a big XP reward for swapping my ETH into Maple Finance.
And I got rewarded for that.
So I think when a lot of people think of OpenSea, they just think of trading NFTs.
There's basically suggesting, Adam is suggesting there that it looks like a lot of these rewards are going to come from actually swapping tokens on open c and i think that kind of if you read between the lines and you see the blood on the leaves i think that is kind
of what they're going to pivot to and maybe they're going to maybe pivot into more of an axiom or
maybe uh more of a sex or a dex kind of like hyper liquid and i think they're going to slowly roll
this over time and then you kind of see whatquid has excelled with recently is these buyback and
burns of their token. So just imagine swapping tokens on this protocol, maybe blerver trading
or perp trading on OpenSea, and then they buy the C token and burn it to actually raise the price
of C token. So him kind of hinting at just swapping tokens and trading tokens on OpenSea
might be the biggest multiplier
without saying it's the biggest multiplier.
So just kind of reading into that a little bit,
he kind of didn't say NFTs.
He didn't kind of say just regular tokens.
He said tokens to kind of leave that up
to your interpretation of that.
But one of the very first XP drops was,
I think it was the very first one,
was swapping tokens on OpenSea.
And so I think the fact that it was one of the first means that's kind of where they're pivoting
to. And I think the fact that no one's using that, I think that's going to be a higher multiplier
than just trading NFTs on there. So I don't know, Cass, are you still up here, bro? It still says
you're listening, bro. But I just think that is something as brutal as it is to kind of start wrapping our heads around.
If you're going to make a few swaps, do it on OpenSea as bad as it feels, dude.
I do think that you're going to be rewarded with a massive allocation of C token, dude.
So that is something I'm looking at.
Oh, no, I feel like it's too little, too late. They're literally four years behind on even responding about all of this stuff.
And then not just two seasons of farming, but then also you add in, now you guys got
to swap into the fungible side and start doing trades on here.
Which, maybe I'll fucking swap some wheat to ETH or something silly. gotta swap into like the the fungible side and start doing trades on here which like i you know
maybe i'll fucking swap some like weath and to eath or something silly just like do some low
level stuff try to get whatever but i don't know man i i just know it's also one of those things
where it feels like 99 of the people who are going to be qualified for the airdrop want to
insta nuke it so it's like i don't know who's the the buyer the buyer on the other side of the people who are gonna be qualified for the airdrop want to insta nuke it so it's like I don't
know who's the the buyer the buyer on the other side of the trade so yeah it's it's it sucks
because I think open see has like the best UI and like anybody who's here probably came through like
the the nft wave and so we all loved open see and it was like probably the the best like user experience but
they just really dropped the ball on like building the the real like decentralized community aspect of
it yeah i mean i think if the retroactive award is fucking crazy like i do think it's going to be
crazy and i think a lot of people that we came into this space with that left are, will come back to claim that, that I think it's just, I think it'll be a minimum of
$500 for the retroactive reward. If you did nothing and you just did retroactive, I think
it's going to be at least $500 worth of seat. And that's probably going to bring back of all those
MFers that left just to come claim it. And and you know what's the best thing to get people excited
is having skin in the game so you'll start seeing people i was going to nuke it but now that i have
50 grand of openc i'm going to try to get this uh another 2x and so i get 100 grand so i think in
the short term i mean the product is great like openc product now probably the best in the space
um but now that you have people are gonna have massive
allocations this i could just see the bull posting for a few weeks to pump this token and yeah
obviously people are gonna dump it but uh and i think after the dump they'll probably announce
some kind of buyback and burn and more announcements of going to more token trading platform but
i do think this is gonna this is like i keep saying i don't think the bull market starts
with this and the reason why i say that because i feel like the retroactive reward is going to bring a lot of
old people back to the space and like we've been what would have been waiting for when's retail
coming back and a lot of those retail aren't the people we came into the space that left and so i
think this kind of brings uh maybe you know maybe 15 20 30 of those people back in the space and
what are they going to do they're going to take that money off board. Are they going to go DGN gambling?
I guess that's the question.
And I think the OpenSea token could bring a lot of the old people back to
the space is what we've been kind of,
dangling that carrot to get them back here.
cause they don't have any money.
this is a great opportunity to bring those people back to the space also.
Cass? Into July? August? What are you thinking?
Into the summer, at least? OpenSea?
going to fucking wait two years, dude.
They're going to farm everybody from their liquidity
for another seven months. I mean,
I'm kidding. If I had to give a real
answer, I don't know, man.
Maybe the end of the summer.
I think the 22nd is perfect
because what's the June 22nd?
And what is the open sea?
When do you go on the boat, my guy?
You go to a boat in the summer.
Look, I'm avoiding all boats.
Michael Saylor said that the IRS is going to come after you because you throw your keys into the lake or some shit like that. So I don't need to do that. I stay in front of my computer and just mine Bitcoin.
Stay in your computer and mine Bitcoin. Okay. I mean, I'm with you. You mine tar, you mine Bitcoin. It's mining season at this point. But yeah, I mean, June 22nd, the start of summer, everybody gets their boats out. That's that's when open sea starts and that's when the airdrop's gonna happen i'm throwing it on
the table right now i'm trying to manifest uh this airdrop in the next uh i mean you have to do it
before the market drops right like like it would be be devastating if we go and we capitulate at
the end of july and then we get the open token. I think if you're trying to get max velocity
and get this token a crazy amount,
you need to do it in the next month or two
before we get all these trade deals announced,
Lots of noise on the timeline.
Lots of loud on the timeline.
I don't know if you guys saw,
Acid Dash is basically coming out
with their competitor of Deck Screener
and it's called Mobi Screener.
And they just released an article. I did a breakdown on it, um, kind of determining the two different of the two. And I do think deck screener has a lot of scams on it. We saw it
with the presale with pain and disc last week, where you put the token into the address and the
top one is a honey pot. And there's tons of people buying deck screeners and there's tons of scams.
And it looks like Moby's trying to fix kind of just the scam aspect of this. And there's tons of people buying deck screeners and there's tons of scams. And it looks like Mobi's trying to fix
kind of just the scam aspect of this.
So it's kind of breaking the sound
that's launched earlier today.
Mobi Screener versus Deck Screener,
the two tools with the same goal of token discovery,
but different approaches.
So trending logic, Mobi Screener leans on smart money wallets
to surface tokens, prioritizing wallets with size
and consistency and influence.
Dex Greener highlights tokens based on volume spikes and general activity, sometimes influenced by promotions, which tons of people get scammed on.
That's what you talk about farming.
Mobi updates token rankings instantly based off smart wallet moves.
So it's kind of like integrating Nansen into it a little bit.
And then DexScreener proposes processes and batches often updating hourly.
And that often only leads to scams.
Pay to rank versus organic trends.
DexScreener allows paid placement
Mobi doesn't currently support pay to rank.
If smart wallets aren't active,
So it's more organic. You won't get farmed based off all these people and all these groups that basically
understand how DexScreener works. Holding behavior. Mobi highlights whether smart wallets are holding
or flipping, giving deeper context into conviction. DexScreener provides standard charting and wallet
views, but less emphasized on retention and metrics pro features dex pro offers
promotion boosts but some users have flagged fishing risks tied to ad links mobis pro
focused on branding upgrades and live token specific feeds without changing token rank
both have value depends on what type of signal you trust more so definitely iterating on it tons of scams
happen on deck screener it's kind of like the google um of you know tokens in general when you
talk about search engines you say i'm going to go google it and when you talk about talking about
tokens what do they do on deck screener and so now moby is kind of iterating all this stuff we've
seen on natsin on axiom and BullX into their kind of Mobi Screener.
And I think this is a better product.
I think this ultimately eliminates scams and helps retail out and don't have to access these crazy fucking tools that are paid.
And that kind of offer that kind of within the Deck Screener itself, or I guess the Mobi Screener itself.
the deck screener itself or i guess the mobi screener itself so i think this is a this is a
major update and i think this is probably going to make deck screener have to iterate and kind of
uh do these tools if they're going to stay around for much longer because how many people have been
scammed off this shit dude that screener is one of the biggest hubs for scams and they don't fix
any of this shit because there's no competition and so now mobi screener come out this i think this kind of uh puts the ball and deck screener scores like you adapt or
you fall to the wayside to mobi screener and i'm gonna start using this more often uh and i think
it's just better product in general so shout out to them shout out to those fuckers let's go
fuckers let's go and then just fucking nfts bro fucking x copy sale this morning one of
ten edition mortal for what is this one million dollars usdc that's crazy that is a crazy
fucking sale dude so like envelope talks about this all the time is like these these art pieces
these big art pieces like x copy uh rafael nadal you start
crypto plugs they start going crazy and then you start seeing like in a t season so like these art
pieces are like Bitcoin and once you start seeing them go up in price it kind of starts an NFT cycle
also so xcopy uh had just a sale mortal um, for $1 million USDC.
And then this morning, we also had Good Vibes Club had a one-on-one vibe foot sold for 42 ETH, which is $116,000.
That is fucking nuts, dude.
Someone spent $116,000 on a Good Vibes Club?
What is, what don't I i know what don't i know about
this dude up to 0.9 eth is this the next fucking doodles is this 3d doodles is really gonna really
gonna do an airdrop i guess are really people are that bullish on it's the next i guess it's
this cycle's fucking this cycle's uh my Everyone's going to derive next in the bear market
of what a fucking good vibes club is, I guess.
m'ladies? We're going to have m'lady derivatives
just like we had board ape derivatives last
cycle. Now they're all going to be played out
and now we're basically going to have
good vibe club derivatives in the bear market
and every project's going to have a good vibes club.
They're like, oh, did you get the good vibes club on Hyperliquid?
So that's what's going on.
Fucking killing it, dude.
I mean, obviously, it's a 25K collection.
You can mint and you could also,
just because you have like mints
doesn't mean you actually got a Popkin,
but they had over 29,000 packs have been minted so far, which not every mint has a Popkin in it.
Wall distribution is with SlushWallet.
They have 36% and then 31% in Phantom.
Like they've made over like $2 million in profit so far.
I didn't buy any yesterday.
I'm just kind of sitting here on the sideline waiting to see if there's any below mint because this is a massive supply but they've had over 29 000 people
actually mint these packs over the last 24 hours which is crazy to see dude 200 pop too
that's nuts it's actually nuts so shout out to those mfers those dudes continue to fucking kill
it every fucking day this week in general i mean and talk about phantom i checked
this out and you guys maybe want to go in your phantom wallet and check it out but your phantom
wallet just got social follow your friends and normally when phantom asks you to create your
username um you can follow your friends to keep up with their treads see what whales are buying
and selling discover trending tokens early all in one place now in beta. So if you haven't noticed yet,
if you go to their little live feature,
it shows you what you bought and sold
and the people you're following bought and sold.
So you need to go into your settings
and it's automatically set in public.
So you need to put that in private.
So if you do wanna go in private,
so people don't see what you're buying and selling,
if you wanna be more private in your actions. So now everybody can see your and selling. If you want to be, you know, more private in your actions.
So now everybody can see your live trades.
If you had a username, just letting you throw it out there.
If you don't want people to see that,
I would go into your phantom wallet,
go to settings and turn that into private dudes.
The last thing you want to be doing is having people DM you and asking why you sold the token to pay for your rent.
And you're like, oh man, I was bullposting it.
You're a bullposting it, bro. Why'd you sell? Why'd I pay for my rent? Well're like oh man i was bull posting it you're a bull posting it bro why'd you sell why did i pay for my rent well that's bearish i'm selling too so
just want you guys to be aware that's now turned on in all your fandom wallets if you did have a
username and you probably need to turn it off if you don't want to get involved so
putting that out there um i put up today's mints
there was a few on here uh there's an alkynes mint that happened orbinats that fucking
fucking got refunded and shit they had like a bunch of transaction fails people i think it was
on id club this morning people are pretty bullish on that and they fucked up everything
and so that's something you guys got to be aware of so if you did get involved with that
uh make sure you get your refund.
But yeah, a lot of just yesterday's mints were break-evens or cut losses.
Lots of bullshit on the timeline.
But today we have Pippo by Puffles.
Orbinauts, which I just mentioned.
We have Looney's on Ape Chain.
It's an anime PFP on Hyperliquid.
They're a burning mechanism where holders who burn NFTs
will get their own one-on-one original NFT.
Hyperliquid mints are struggling.
So expensive price and high supply like this is most likely not going to do well.
That one is 500 on Ethereum.
It's Pixel PFPs on Ethereum.
It kind of has some M'lady vibes on it it is 500
it did sell out instantly i'll pin it up top for you guys if you want to look on the open c
last time i checked it was at 0.01 it could be lower let me check yeah it's 0.0079 so it is
below mint a lot of people were suggesting this got botted to all hell, but it was a 500 supply mint.
Kind of does look like some things we've seen in the past. So I thought it was going to maybe do
a little bit better, but hey, we'll see how it does. These bots are fucking out of control lately.
So just be careful when you're doing these mints and it goes crazy ballistic. These bots, I think
there's like five or six bot companies
They just take advantage of all this stuff
and just dump it on retail once it goes live.
So I want you guys to be aware of that one.
And then obviously Kato's all the talk lately.
They added something else to their leaderboard this morning.
Yapper leaderboard is now live. What the is a the data chain that unlocks the value of
data it's on alpha testnet is officially live i guess that was on the first of january so if you
yap on it um pre-tg yapboard is live so it's kind of a new a new thing you guys can do to move up your yaps after
loud's over um just something you guys should take a look at so i just wanted to bring that
to your attention they've you know been doing this all day long and uh was it maple story um
they had some updates also um apparently they're banning over 10,000 accounts.
So, Turner's been lurking in the dark, banning over 10,000 abusers in one day.
More than 60K profiles have been banned so far, and we're improving our detection daily to make sure Maplers get the experience they deserve.
So, that's bullish and then maple
story had an update um they launched some kind of patch update um when to bring you guys that if
you guys are playing the main story it's going crazy they've had four million dollars of uh nft
volume so this is kind of a hot new game uh on avex right now so the new patches drop on maple
story it's all about smarter
systems and more sustainable economy. Here's a quick recap of all the changes you need to know.
So boot system replaces the old probability accumulation system with more rewarding mechanics.
If an item total charge exceeds the set amount for the reward cycle, the drop slash raffle state
rate scales higher. The increase per excess change
unit was 20%. Now it's 100%. So the boot cap raises from 2x 100% to 5x to 500%. When rate
go above 100%, the multiplier drops or the raffle entries can trigger. More charge equals more items
drops or raffle entries. This enables more items drops in raffle entries this enables more items drops and raffle entries
and then the base neo rewards adjusted huge buffs on the niso across the board and these
were permanent not tied to the event so field niso is plus 300 base same boost as the last
patch was may 22nd but now is permanent boss niso boost strapped up 300 to 4 000 depending on the boss difficult difficulty
higher baseline remords means events aren't the only time to profitable anymore so niso and xdb
trap base event as season two runs to may 29th to the 18th you have a field bonus um you have a
straight nerf percentage of the niso overall and then you have boss bonus up about 1800 but only 25 drop chance so they're extending a
lot of the events and so this past kind of shifts the reward structure from high burst events to a
more sustainable grind economy so boost system equals better scaling and basically through these
permanent gains so just keep you guys updated on everything that's going on on the maple story kind
of timeline and everything is going on over on the maple story kind of timeline and
everything that's going on over there dude it's kind of killing it and uh your opportunity to
get all of that those rewards were just now now they're kind of nerfing it and now it's gonna be
a lot harder to get these rewards but hey you got to create a sustainable economy and this is what
they're kind of doing that and so just wanted to bring that to your guys attention if you haven't
been playing maple story it's definitely been killing the game in the past two to three weeks.
Just stacking these BOSUs, you know.
He's on the plane from Vegas to Dallas,
and he apparently did me dirty and scheduled it during the show.
So this is what I have to do.
It's like a live stream, bro.
I just talk to myself for two and a half hours.
But I have a screen in front of me so I can kind of sit there and, you know, look at stuff.
But right now I'm just fucking free balling this shit as I go.
I was trying to come on stage earlier, but.
Yeah, my fucking phone was fucking
up dude yeah it's fine we're back we're back we're back yeah all good um yeah i'm pretty
i'm glad that we're getting this pullback though finally so we'll get some entries on some shit
that we really like what do you think how long the pullback actually is i was kind of put up a
chart up there earlier on like an abc correction and the c correction is kind of where value investors come in and we're right at the c and so a lot of
people are calling 100k or lower and a lot of people are expecting you know the price that
probably break it's higher high or it's a lower high here in the next like week or so so do you
think we go lower or is this kind of somewhere you think you'd be buying, like, the dip that you've been talking about?
I think we're pretty close to the bottom, you know?
I mean, I think, well, actually, I'm not buying BTC.
I'm definitely going to long BTC.
I'm kind of way, like, I think Alts are probably going to nuke pretty hard. Right? I mean, I'm looking at some of these tokens right now.
Peanut, which ran really fucking hard.
It's down 46% from the all-time high.
Like, alts are just fucking nuking.
So, we got to weigh on that.
It's all about sentiment.
Like, when everybody's uncertain about stuff, what's the first thing they sell?
They sell their fucking altcoins.
And so now if Bitcoin rips on the weekend, you're going to see those altcoins recover, probably.
And if we hit an all-time high, if we break $111K, all the altcoins are going to rip, you know, even higher.
So, yeah, yesterday was kind of max capitulation.
And that's kind of when you start seeing
That's typically when the big whales start buying.
So I do kind of feel like we'll probably get some news
over the weekend. Trump and the team
love to, you know, seems like they love
to announce news in the weekend so fucking
Wall Street can't get involved. But I think
when we see pre-market open on Sunday,
that'll kind of determine
how the rest of the week's
kind of going to happen in my opinion so we got to wait till wall street comes back to their tables
on monday and we have a regular trading week and then we'll probably see etf inflow start again and
and we'll probably see the start market rise after we kind of figure out what's going on with china
in these trade deals so i kind of think this is the like this is a great entry everybody's talking
about i wait for an entry and then they're like they they kind of kick themselves a week later saying i wish i would have bought there and not have waited for
an extra two thousand dollar pullback you know so yeah yeah now we're kind of yeah i i agree i mean
i feel like we're so yeah it's bull market i mean i wouldn't be surprised if we pump in june
you know so that's kind of you know but i think we made this big range like i'm like i look at
btc and it just looks like we have, this big range that we're doing right now.
But, I mean, at the end of the day, a lot of us are just waiting on these ults.
So, BTC dominance is ripping at the moment.
So, once we get that big pullback on BTC dominance, then it's going to be time.
So, I'm watching BTC dominance, total market cap, others dominance.
Dixie's still under $100.
Like, you know, the pieces are basically come together.
Honestly, it's probably better if people just play spot at this point, because it's like,
your bags are definitely going to go up.
It's just a matter of like, are you in the right bag at the moment?
Like, you know, like, like, what, what are the meme coins that are going to run really hard?
I mean, what have we seen with Solana is just too much dilution.
And with ETH memes, you're not going to have six fucking Pepe's pop up that's going to, like, PVP it, right?
Well, I'm thinking about, like, Moodang.
I'm looking at, like, Pepe,ang far coin pop cat like all of those bonk
with they ran crazy hard on this run up like crazy hard like with what did with go from like
60 cents something like that to like 145 like with was an insane fucking play right so i think these
are the coins you got to keep your eye on i
think all the trenches and all that shit is is cooked so yeah what is this love the bobo the
booboo the booboo yeah i just got a dm about that dude it's up to like 35 million or some shit dude
like obviously we got the hint with all you beanie baby lovers like posted on the timeline recently
but like this market's all about like attention and like trends and this little boo-boo fucking thing is taking over just
the world in general so like that meme coins up to 35 million it pumped last night so that might
be a new one but yeah I kind of agree the old memes that have kind of stuck the test of time
are the ones that are you know like Gary was involved that talked about yesterday that you
could scalp and buy these bottoms and looking for bumps if we do kind of break this
resistance on Bitcoin. But also Ethereum broke, it's just broke above the 200 daily moving average
or whatever, the MA. And that kind of is suggesting that Ethereum is now entering kind of this altcoin
season. So we talked about it yesterday, like what plays on Ethereum are we going to get into?
NFTs, I think Ethereum memes in general
might be like ripe here for the picking
because I do think they're oversold.
But I also think the bull case for that
is that there's less PVP over there
and there's less attention over there.
So just like we saw with Hyperliquid
and then it starts going crazy, then everybody's just
looking to transfer their Solana
from other chains onto the
start buying those memes. And those are like,
there's less dilution over there. So I feel like
that might be actually something to look at.
And Pepe, obviously, I don't know if that
new Zeus coin's on ETH or not,
but like apparently Pepe has a dog
Yeah, so that one, like, ran to 45 million.
I think that one's on sold, though.
Probably gonna go to zero.
Yeah, I wouldn't... Those are those are dangerous i feel like
the some of those because oh yeah dude yeah eco ball is still like you know they'll fucking
don't nuke shit i mean like you look at like kek kek like kek kek right and like what's the other
one is that the bulkendorf is bulkendorf same andy andy there's all a bunch of them like the
one i mentioned last week bochi which is the new character in Matt Fury's book.
And everybody created conspiracy theory about it.
And you know what he fucking did?
You guys see, he had his profile picture.
He found out that the fucking DGens were creating conspiracy theories.
He changed his profile picture from Bochy to a fucking pixelated middle finger.
And it fucking dropped the Bochy price to like zero, dude.
So Matt Fury understands these fuckers
and he'll fucking capitulate your bags
with the fucking quickness.
Yeah, dude, that dude's a fucking savage, dude.
But apparently he's still coming out
with that book, so I don't fucking know, dude.
Anything else you're looking at meme-wise?
Loud tomorrow snapshot for both phases
one and two have been taken. The checker will be
available on our website to verify
No more loud on the timeline, guys. It's over.
I hope you guys farmed hard.
Dude, you guys are crazy. God,
on pre-market. That is 15k
for a 0.2 sole allocation, dude.
Wait, what's the market cap?
Pre-sale, it was 75 cents,
which is 75 million pre-sale.
Oh! Yeah, over-the-counter
or whatever you want to talk about whatever so we can short this on
whales market right now i don't know if it's just i don't know can you let me check i'll check right
now go check i don't i don't i did i tell you guys about that like that's what i was doing um
it was like this time last year during all the tges i was shorting all of these TGEs. I shorted like three or four.
You basically would just, I think you would buy like the tokens that were, oh, you would offer
to sell. Basically what you do is like you offer to sell your tokens at X price and you have to
put up some of the capital. You put up like like 50 of the capital up front and then when the token launches it in nukes you like you sell it at that price as long as someone
buys that like before before it launches so yeah solana's solana's capitulating it's down six percent
in the past 24 hours yeah 60 so i mean that's not great uh bitcoin is at 100 and oh down to 104k
yeah so i think it's based off um we just had an announcement from wales um that u.s president
trump is not considering reimposing tariffs on 105 so you the fuck dude you good yeah u.s president trump not considering
reimposing tariffs of 145 of china says talking to china officials to set up a trump z call
sources say there was just an announcement saying that trump is considering adding sanctions on
china tech targeting subsidiaries.
So obviously this market runs off these fucking headlines these days.
Any kind of uncertainty in the market brings capitulation, right?
So I think this is what people are kind of suggesting is why the price is dropping.
So what's probably going to happen is what I kind of mentioned just about five minutes ago,
is Trump's going to get on on Z and on sunday night right before pre-market you're going to
get an announcement from the white house oh that we came to a massive beautiful deal with china
and it's fucking market's going to rip and then wall street's going to be sideline and then
pre-market's going to take off sunday night and then we're all going to fucking go back to all
time highs so yep so I think this is why the
market's dumping. But it says U.S. President Trump not considering reimposing tariffs at 145%
on China. So the headline was that sanctions are going to be imposed, but he says not going back
to the 105%. So they're getting on a they're getting on a call today and hopefully we
can get a translator over there maybe get on zoom now they have like instant translator and maybe
they can hash this out like instantly so this is this is probably why the market's dumping a little
bit guys but hold hold steady but back to the loud pre-sale dude uh easy put a like barbell chart
here um for all pre-sellers this is the market cap that needs um so 50 million
market cap the top thousand holders will receive eleven thousand dollars um 500 million dollar
market cap uh 110 000 please um my guesstimate is stay loud community is probably closer to 20 and 30.
uh this would be a 10 to 20x um 20 to 40 soul for 0.2 so a pre-sale roughly 5 to 8k so that's kind of
what i was suggesting um you know pre-market is kind of just a sentiment of how everything is
right now no one really is just speculating 75 cents kind of makes me feel that was the top
that feels like the top to me if it gets to 75 million which is about 15k i feel like that's kind of
where you see the mass euphoria i could see this getting between 15 and 25k or 25 million
and that is going to be about 5 to 8k for uh 0.2 soul pre-sailors so ggs name it name a
play you put 0.2 soul in uh jit andk, bro, in the past two months, bro.
Is that going to happen, though?
I don't see how this plays out well.
Did they even raise a lot of money?
The raise is tomorrow, bro.
But it's like the allocation is only max allocations 0.2 soul to the thousand.
And then there's 100,000 wallets that come on first come first serve that can do 0.2 soul.
But of all those wallets hit the max, then the allocation is down to 0.05 soul.
So those motherfuckers that got 0.05 soul in are probably going to buy and probably raise their allocation to like whatever they missed out
on. Maybe it gets to, maybe they want to put another 0.15 soul in it. And then obviously
the top 25 people get a larger, uh, if you're on the top 25 leaderboard, there's a larger,
um, sum of money you get. And so those top KOLs are going to be bullposting the most
that had the top mindshare their bags, and then, you know,
probably copy traders and other retail is going to be, you know, looking at it.
And if meme coins are attention, this is like the,
go look at the K2 attention board.
It's a fucking piss missile.
So I, I mean, I mean, 20 million,
20 million seems like it's right and it's happening during the weekend
so what are other people going to be talking about you know they're not going to be talking
about etfs they're not going to be talking about new projects launching so i think the main focus
in the next two to three days is just probably going to be the loud and the loud price
and so i mean you're not even factoring factoring in other kind of mechanics that they possibly
have of if you continue the talk maybe there's a second campaign where maybe the top thousand You're not even factoring in other kind of mechanics that they possibly have.
If you continue the talk, maybe there's a second campaign
where maybe the top thousand yappers will get another allocation of the token
So I just don't think this is the end of it.
Maybe there are more ways to continue talking about loud
and getting more loud tokens sent to your wallet
because you did connect your Solana wallet to the dashboard.
So he has everybody's wallet.
So if they're tracking your engagement
and you continue to talk about it,
I can't see why there won't be like retroactive
or like more rewards of loud in the future if this continues.
So just kind of continue the attention flywheel, right?
You got to kind of keep that to yourself at first, right?
You're not going to throw all the cards on the table.
You're going to let people capitulate.
And then the real true supporters that keep talking about it,
you start rewarding them over time again.
So, I mean, this could be the next Pac Moon, man.
It just kind of seems a bit frothy.
Anytime everybody gets this excited, it always is under expectations, right?
Like, name a thing that was this hype gets this excited it always is under expectations right like name
a thing that was this hype that led to it being more bullish than it actually was in general right
so my kind of sentiment is like this is very frothy i just can't see it being like as advertised
it never is never is brother but a lot of people it looks like people are having fun so whatever
depends on like who's the buyer on the other side right there never is a buyer on the other side
it's just the market makers yeah so i guess the buyer on the other side there would have to be
some euphoria that happens to make people capitulate to buy on the other side like
say it started off at you know 20 million and it started going to 35 million those people like oh
shit this is going to the moon.
It is going to a hundred million.
Look at all the people bullposting it.
And then they capitulate and buy on the other side.
So I think price movement will be ultimately why people buy,
like would capitulate and buy on the other side.
But I mean, 0.2 soul isn't a large, like there's,
I mean, I guess like if it goes to a certain market cap but like
a lot of people that might be bullish they're gonna have to buy more than 0.2 sold to feel
like they have some kind of exposure to this to actually get like what the pre-sale price is i
think the pre-sale price is 100 150k exactly the pre-sale so like if say a whale wants to get
involved and they want to get the same exposure as someone that got the presale at $150K, they're going to have to throw, like, $5,000 to $10,000 in there to get, like, the return.
It's going to be interesting to kind of see how this evolves over the weekend.
It's going to be all the talk, so.
But maybe I'm missing out on it.
Probably because you're sidelined and you didn't participate.
Yeah. This is what Cope looks like like i guess so bro whatever i'm gonna long i'm gonna long the bottom when's the fucking cube airdrop bitch dude q4 yeah dude get ready cube four so q4
yeah cute oh that's a good one actually we should use that in our copy. No, I just come out with the bangers,
I gotta take care of that
Uh, the, uh, Foundry pre-sale. Oh, I gotta take care of that right after this What presale again? The
Foundry presale is live guys
Doors open June 1st so if you got a DM
From us and if you guys are
Just learning about this right now
Feel free to hit me in the dm we'll go
through a little conversation see if you're a good fit dude so that's something that we've been
working on the links in the buy in my bio um you know just something tda like i mentioned earlier
in the show um will also be kind of changing the format in general um the space typically starts at
10 15 a.m uh central standard time 11 15 uh p a.m i get these fucking things
messed up but it's now going to be starting at 11 a.m and it's going to go to 12 a.m or if you're
an eastern standard time it'll start at 12 and then that one it will be shorter we will be going
over more macro topics trades just prices in general all the alpha all the whitelist all the
now be giving to our holders. So if that's something that you feel like you're interested
in, or you feel like you might be a good fit, you can send me a DM. And we'll, you know,
we'll try to figure out if, you know, if you guys want to be involved or not. So
something we've been working on for a while. And we appreciate all the people that believe us and
support us through these past three
and a half years man dude it's been a long journey and uh i think it's time to kind of align our
community and uh kind of galvanize it and get into like a more curated place where you know you're
not losing the information on the show or in the group chat so something i'm um we've been working
on and super grateful for everybody that you know know, believes in us and that wants to get involved. So appreciate you, Jit, for doing that, man.
Dude, I'm just buying NFTs nowadays, bro.
Maybe it has an ETH run, my guy.
I got a lot of ETH NFTs now.
I mean, I've been rambling on here for, by myself, for the past, Jesus Christ, 45, 50 minutes.
I think I gave you guys enough of the alpha for today.
And obviously, Stay Loud is all over the timeline.
So we're going to be kind of focusing on that this weekend.
Typically, we alternate back and forth on Saturdays.
But tomorrow, we're hosting our Saturday space.
We actually are going to have
paddle finance on. They're going to come on. They have a airdrop campaign that they want to talk,
talk to us about. And we're going to have them on the show. We're going to break that down. So you
guys will be getting a TDA space on Saturday, two weeks in a row, five shows. So you guys can thank us for that. We'll be back tomorrow with that.
start about 15 minutes later.
So it'll start at 1030 Central,
And we will probably go for an hour,
90 minutes, something like that,
just to kind of break down
and probably just go over
and see where the fucking market cap is. So that is something that we will be back tomorrow i will have a reminder
set on the tda account so if you guys want to put notifications on there you will be updated
on the scheduled space and all that is involved with that and of course with the foundry if you
guys are interested in being part of that send me me a DM and we'll see if you guys
So I appreciate Jed and Cass
while I just yabble and babble
But we're going to probably
And it's TDA or Stay Poor.
I'll see you guys tomorrow
in the Foundry on June 1st.
So talk to you guys then. TDA and i will see you in the foundry on june 1st so talk to you guys then