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THE DAILY ALPHAβ»οΈ
Recorded: May 28, 2025 Duration: 1:49:31Space Recording
Short Summary
The crypto landscape is witnessing significant developments with major announcements from Bitcoin Vegas, including MetaPlanet's bond issuance for Bitcoin purchases and GameStop's strategic investment in cryptocurrency. Additionally, Polygon's new projects and the launch of innovative platforms like Banker Bot and Hedge Empire are set to reshape the DeFi and gaming sectors.
Full Transcription
Thank you. What is up tda fam appreciate y'all stopping by the show we host the show tuesday through
saturday from 10 15 to 12 you guys know the deal like and repost the space is the best way to show
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If you guys are interested in what we're going to cover,
probably cover a lot of those topics.
We might actually add a few things.
There are some stuff that popped up after I created that infographic.
But also, what was I going to say?
Yeah, like a repost of space.
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Appreciate the support. Allison's Thread's up there too. So, like a reposted space. We love you guys. Appreciate the support.
Allison's Thread's up there too.
So you guys always put notifications on there.
Show her some love.
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She's been doing it for free for the past two and a half years.
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And, you know, any support on her content, it goes a long way.
Chief, you're in Bitcoin Vegas.
It's your first night there, brother.
I think every morning we're going to get like a TLDR of what you learned, what you saw.
I know today is going to be more of like the product side.
So I think tomorrow will probably be a more interesting conversation.
So how was yesterday?
How was last night?
You learn anything?
You meet anybody new?
Just give us the rundown of what you saw last night at Bitcoin Vegas, brother.
Yeah, it wasn't.
The conference itself was closed uh only for network
it was like a network pass kind of event right but i went to the inscribing atlantis event and
that was really good to see that was mostly like all the ordinal people and stuff like that right
that ended up also being the place for um the pizza ninja event and so it was it was a good
time dude venue's really nice. It was all interactive
you know the whole walls and everything or screens and
Saw a dope innovative way to actually give speeches
So you know how they have like the headphones for silent disco?
Well, they started doing that
So like if you want to sit and listen to the keynote you just grab yourself a pair of headphones
And the speaker
has some too so that way he's not sitting there yelling telling people to shush it's not like uh
you know this speaker is talking in like on a microphone in this room and then the other one so
that was really cool um got to see like boo do some vibe coding uh they talked about the parasite
pool right the one that zk and all of them were um worked on
so that was a cool like demonstration gave out a bunch of bid axes and stuff like that too
so you're able to pick some up and that's the thing like those are 125 bucks if you want to
go buy a bid axe yourself right ultimately not saying that the trip makes it worth the 125 but
small stuff like that are just available
and we're available to anyone that wanted them right i think that the biggest piece of news
um and we can kind of cover it later on is the gamma right the art platform and marketplace
um is supposed to have an airdrop right or going public uh they dropped a new product uh and they basically
had these little specific like invite codes on uh chips right like on poker chips and you kind of
when you checked in you'd grab one and it just says you know check like a little website on it
and it has your invitation code to check out the page and then this morning i woke up to everyone talking about more or less
confirmed airdrop from gamma and uh this is gonna be i guess the product that they'll launch the
airdrop through so if you're an artist and you launched over there you should be good to qualify
um if you're if you hold any of their passes they have like a summer pass and a winter pass and stuff
like that to get your allocation of art that should qualify i mean we'll do a deeper dive later on in the show and
then as i get more information too and i look through it but no man it was good uh like i said
it was primarily the ordinal side of things um and it was just good to see all the faces a lot
a lot of the puppets came out so big puppet presence here so that was cool that's interesting
with the whole uh put your headphones on and listening i mean i think a lot of these conferences
they have to buy big ass fucking conference rooms or like we're not a whole facility and now if you
do it that way you could possibly have like a smaller room and like have everything around it
and people just talking around you and you're not getting interrupted so people that want to listen
to it can listen to it in kind of the same room i didn't even think
about that that's pretty good that's a pretty good idea dude yeah like literally when i saw it
we're like yo what is this is this silent disco and they're like no that's how you listen to like
the keynotes right if you want to listen you just walk up to the side grab a pair of headphones
there's a bunch of seats you sit down and then yeah you don't have to the guy up front is not
like shushing everybody the whole time
and you don't as you know the crowd or people mingling around i mean it's all good right you
don't have to lower your voice you don't have to do any of that so it definitely helped the flow
for them uh and yeah it was cool yeah i think um there's obviously tons of announcements uh with
people adding bitcoin uh to their treasuries
and this and that but i think today's the liquidium announcement too so there'll be bigger
like yeah it'll be at like a two or something so there'll be a lot more developments today
right more on the product side like we were talking about and all that but yeah that was a
like the biggest news was just the ordinal event and then just gamma more or less uh doing an airdrop yeah i'm
um just more macro wise um you know like obviously we'll get into you know game stop and all these
other people adding bitcoin exposure um but i think what's kind of i told you guys about this
yesterday is nvidia earnings are today and that's just like an overhang uh that's going around that
people are maybe de-risking i know a lot of of people are saying, you know, we're looking at 107k Bitcoin with a lot of these announcements
and people are wondering what's going on. Why aren't we pumping? We got all these people buying
Bitcoin and announcing Bitcoin. I mean, this is a pretty good indicator that Nvidia is going to come
below expectations and that's going to make the stock market itself capitulate and then probably crypto
is going to capitulate since it's in the tech sector tech sector too and typically we see pumps
going into the video earnings if it's above expectations and we actually see dumps in ai
and crypto if there are bad earnings so this call is happening happening at, let's see, 4.20 PM EST is the
time of the earnings release. And the time of the earnings call is 5 PM EST. So you can expect some,
maybe some de-risking today going into this call. If it's, you know, if it's not that bad as expected,
or just, I think a lot of people are expecting it to be bad just because of how much competition has came into it.
Tariffs, you know, they've been on a fucking bull market since October of last year.
And people are expecting now with, you know, the tariffs and new semiconductors and stuff like that coming into the market that they're going to be lower than expectations.
But if it is just a nothing burger or they're above expectations, this is going to
pump the market crazy. I got this from Kyle Dupes. NVIDIA earnings are the bell today and everyone's
watching. Here's a quick rundown. Streets expectation is 43 billion, 88 EPS. Gross
margin estimate 71% has beaten earnings nine quarters in a row. ARK scooped up 4.7 worth ahead of the print.
So Cathie Wood and her investment firm actually bought more today.
So what does she know?
Maybe she knows something.
And I think people are expecting it to go down lower.
So if it pumps higher, I think the market will definitely rip.
$38 million in call options stacked.
BTC has reacted to NVIDIA's earnings every time lately.
This isn't just another chip report.
This isn't an AI sentiment check.
It's a macro pulse and maybe even a trigger for crypto.
Keep an eye on it.
So that is something that is overhanging over the top of the whole market,
stock market, our market, the tech sector.
And you guys need to be very aware of this today.
And probably, you know, you'll see tons of notifications from all the top accounts today,
you know, going over it and telling you what.
And you'll probably be able to see what happens in the charts based off the information.
So you probably don't have to read anything.
Just look at the Bitcoin chart.
If it continues to dump, it's probably bad.
If it starts pumping, you probably expect it was a nothing burger and it was already priced in.
So just wanted to make you guys aware that's happening today.
And, you know, Wednesdays are typically the worst days for Bitcoin in general.
So I think it's just a take profit day and a deleverage day,
and then we'll probably get back to business tomorrow.
Just wanted to bring that up to your attention.
And then obviously, just the big announcements are just stuff that happened today with Bitcoin. MetaPlanet is issuing bonds to raise $50 million
to buy more Bitcoin. Retail is sleeping by corporate and institutions continue to stack.
We had Sol Strategies files a raise up to $1 billion to buy Solana, similar to Sailor's
MicroStrategy. So we saw that with, what's that dude from um from ethereum consensus yesterday
um basically did it and uh you're gonna start seeing a lot of these uh these investment
vehicles and these uh corporations starting to put you know crypto on their balance sheets we
had vivek um strive asset management just raised 750 million to buy Bitcoin. You had GameStop today, also buy $4,710 Bitcoin for $512 million.
And then you also had, I guess that's up Treasury, acquired an additional $77,000 Solana.
So this is the start. I mean, when we say retail isn't driving this ecosystem anymore,
it's these big corporations that are now getting into Bitcoin, similar to our just crypto in general, similar to the MicroStrategy.
I think when we start seeing this over leveraging, I mean, this is great for our bags right now.
This is actually the start.
But I also think a lot of this is probably going to be the deleveraging event that actually sends us into a bear market.
I mean, look at what happened in 2017, ICOs.
It was a leveraging of wealth where there was money created that wasn't actually backed by anything.
And it brought us into a bear market.
And then we saw it in 2021 with Luna.
And we saw it with FTX.
And we saw it with Celsius, where they were creating wealth and money that things weren't backed.
And it was a major
deleveraging event. And that's how bull markets start. It's a major deleveraging event and people
taking risk off the table. And it's a downward spiral. Michael Saylor has been doing this for
over four years and these other companies are going to want to compete with him. So they're
going to over leverage themselves. He has his own bag bro like that's what that's
another thing like this man didn't come in today or last year or even four years ago and said i'm
going to start i mean he did but he also had plenty of his own bitcoin to say hey if we need
or if i need to be at a cheaper whatever it may be right it's just a different thing when you have
your own treasure chest versus you're starting to build a treasure chest with nothing to back that.
So yeah, his liquidation point is a lot lower than all these people are just starting today.
And these people are going to be like, OK, we just can't have Michael Saylor being this.
So they're going to over over lever themselves, issue more debt.
And then when this all comes spiraling down, it's going to wreck retail, just like ICOs wrecked retail. It's going to wreck retail,
like Celsius wrecked retail. And it's going to be a major deleveraging, and it's going to probably
send us into some kind of bear market. And it's just, this is great right now, because this is
the start, but this is also going to be the end of this bull market whenever this deleveraging
happens eventually, because their entry prices are super high compared to Michael Saylor. this is also going to be the end of this bull market whenever this deleveraging happens
eventually because their entry prices are super high compared to Michael Saylor. And now they're
all trying to compete with Michael Saylor. So yeah, I just thought that was just interesting.
We've kind of been talking about it, you know, like the golden goose always gets slaughtered.
And the golden goose for this cycle is all these companies buying Bitcoin and pumping our bags
when retail can't. And I just see a lot of retail that people
are going to FOMO into this stuff and all these corporations FOMO into this stuff right now
are eventually going to have some kind of deleverage and get wrecked. And that's going
to cause us to go into a bear market. And which also makes me think that the four-year cycle is
nowhere to be found anymore. It's all about how much liquidity can flow into this market right
now. And I just don't think the four-year cycle uh is a
thing that we're going to talk about anymore so it's interesting i just saw that and i just wanted
to kind of bring that up and i don't do we want to get into uh uh man coming up here with frankie
the frog i know they were going to stop by today i don't want to waste your time so um he's here
i told him that we would get to him in a little bit if we want to get through you're not wasting
time i'm listening to you.
I'm soaking this in, bro.
Like, this is great.
I know that.
I know.
I just don't want to, you know, I know if you're a busy guy, I don't want, you know,
I just want to make sure that it's cool with you that we continue going on with the macro
before we get into Frankie the Frog.
We do appreciate you coming here, brother.
Always, bro.
Keep going.
Keep going.
Don't change the pace for me, okay?
Yes.
And then, obviously, sit down.
I can never do that.
I'm always told that, and I always let people down when they say that, so I'm sorry.
Cynthia Loomis obviously has been throwing nothing burgers at the wall for about a year now.
She says a bill to buy one million Bitcoin hits the Senate floor next week.
She says President Trump supports the bill bill and the Senate will shift focus to
creating a strategic Bitcoin reserve after the stablecoin vote. And in the same thing,
she was saying the stablecoin bill has been really hard to pass. And you think that a Bitcoin
strategic reserve is going to be easy to pass? It's going to be very difficult. And David Sachs
was awful on stage saying if they can find a way to not raise the debt ceiling and find
funds somewhere else, then they could possibly buy Bitcoin with it. So like they just tried to pass
this tax bill last week and they raised our debt ceiling like $4 trillion. I just can't see how
this could pass Congress and Senate, they'll all come to an agreement. They can't even come to an agreement with the stablecoin bill, but also find ways to find money without raising the debt ceiling or the budget.
So, I mean, I hope it happens.
I mean, it's pie in the sky, but I just can't see our government coming to an agreement on actually buying Bitcoin with spare funds somewhere else without like providing that funds with something
that actually needs help in the world and actually helps people in real life so they're gonna do it
with just I mean in a sense with seized money bro right seized money from like drug busts and any
kind of stuff like that like a lot of that the money that they have is quote-unquote like excess
or dispendable is forced liquidations that technically just sits there and doesn't
really get reinvested back in but something that i pinned up to the top i think it's pretty dope
i don't know if you saw this x but u.s labor department rescinds 2022 crypto guidance for
401ks right we've been kind of talking about this adoption with etfs and what would happen right i mean ideally no one would
present bitcoin as yo there's this new asset it's bitcoin xyz right to a certain extent yes
but most of it is just bundled in do you want low risk medium or high right and where do you
fall in with how you want them to allocate your 401k or your financial advisor now in 2022 they put it inside the clauses of
finance of 401k that bitcoin was an extremely volatile asset and crypto itself was an asset
class to not even be considered so now it has since changed it said it's withdrawn as 22 2022
guidance that warned uh fiduciaries against including cryptocurrency and 401ks.
The guidance had urged extreme care diverging from the department's traditionally neutral approach.
Labor Secretary Lori Chavez criticized the prior stance as government overreach,
saying that investment decisions
should be left to fiduciaries and not bureaucrats. So just doubling down on this ability now to
offer, you know, the old the older crowd, in a sense, ability to get legal Bitcoin a lot faster
than the normie, right? I mean, your mom, your dad, your grandpa or someone can get it now offered
to have it
bundled into their 401k as just part of their plan of their allocation and it's just that was where
we saw starting to occur different states started doing 401ks and actually like government treasuries
for firefighters and stuff like that are starting to get some Bitcoin exposure so I think that this
continues down and double down the
adoption chain. And it's not necessarily in the way that we see it of buy Bitcoin in the front.
It's now being able to kind of be offered in the basket of goods and people are inadvertently
investing into crypto now. Yeah, this is going to be this is the start of it, right? I just can't
see this passing or like happening right today or tomorrow that these grandmas and grandpas are going to be like okay let's get into
bitcoin but you know with these uh with these etfs starting to skyrocket black rock involved
fidelity involved the marketing is going to start happening on fox news and what i'm saying is it'll
be just offered in a basket that's the whole thing they even know about it so i just think it's like
it needs there needs to be a marketing push for push for these people that are this old to actually be comfortable
of actually putting exposure into Bitcoin. And I just think it happens like through television or
just through their financial advisor hitting them up and actually, you know, telling this is actually
available. So this is the start of it, right? And we'll see, you know, if this happens in a year or two years when these people start
feeling comfortable with actually allocating to Bitcoin in kind of like a basket of goods,
like you said. So I think it's big news. We've been kind of waiting for this time, right? And
ETFs in general are at an all-time high. IBIT, which is BlackRock's, is nine days in a row. Day inflow is adding $384 million.
IBIT led the charge with $409 million, once again outshining the pack.
So that's great to kind of see that steady spot buying of Bitcoin and crypto going into the market.
And then also, I mean, obviously today we have just the people deleveraging with the Nvidia.
But what we have, which is a big event on the 30th, is the FTX repayments, which might actually add some liquidity into the market.
So we have that also happening.
That's going to be a big allocation of people actually getting their money back.
I have it here from Marty Party kind of going over it. FTX Next Creditor Distribution is scheduled for May 30th, 2025,
with a record date of April 11th, 2025, for the claims above 50,000.
Eligible creditors who have been completed pre-distribution requirements
should expect funds within one to three business days from May 30th.
So beginning of June, we're going to start seeing all that money repaid.
And I think it's actually in a stable coin.
And we'll see if that gets allocated to the market, man.
Or maybe they just deposit in their bank account and they walk away.
I do feel like a lot of these accounts have been sold to third parties.
Like, say, a third party came up to you.
He's like, hey, have you got affected by FTX?
I will buy this from you from $30,000 today.
And we'll just take the rest.
So I don't know if
these are actually real people or if this is just like a major like, hey, I'll buy your home kind of
third agency that are going to accumulate a lot of these funds and maybe they cash out,
maybe they took out loans to pay for a lot of this stuff. So that's something that a lot of
people have been talking about. And then also the global money supply, the M2 money supply has been working like a charm
recently, and it continues to go up. All the M2 money supplies around the world are up. China's
M2 money supply hits an all-time high. Japan's M2 money supply hits an all-time high. The EU M2
money supply hits an all-time high. The US M2 money supply hits an all-time high. So what's next?
Bitcoin and alts will hit an all-time high. It's that simple. So ignore the noise. This chart is basically worked three-month lag um and i mean we've covered this
live chart for three months and seen it literally line up right so the bitcoin price is three months
behind what the actual global money to uh is showing and so that's why you always see the
money go start printing first start increasing first and then throughout that three-month lag
it finally catches up and i mean
the chart's doing the same exact thing again so if you want just go back to january and you can
literally see the show we're talking about or february or whatever so it's it's cool to see
these things actually play out in reality of could be self-fulfilling prophecy but the there is
correlation with the data you know yeah this is i this is... I don't know, man.
I mean, today, like I said, is just that kind of day where Bitcoin typically does struggle on Wednesdays, notoriously.
Plus, NVIDIA, everybody's kind of risked off.
But with a lot of bullish announcement, ETF inflows, kind of seems like a bear trap.
Just kind of seems like a bear trap.
So I just want you guys to be okay with looking at the price at 107k and thinking that maybe we're going lower i see all the metrics
here all the sentiment all the announcements is that's bullish and we're going to go higher in
july into august well i mean we're also like i said conference today is the first day where people
can walk around normies can walk around on the conference floor right they couldn't do that
yesterday they couldn't really hear keynotes.
They couldn't get bullish.
They couldn't be interested, right?
Yesterday was only industry people.
So, I mean, could have some effects from the conference, from the KOLs, the world's KOLs, right?
The Eric Trumps, the, you know, that's all here.
So that could definitely play an effect on how these charts play out.
Just be careful if you're in leverage. That's all the backer i have for today i mean jd vance goes live today he's
going to be talking so we'll see what he has to say about bitcoin maybe it pumps the price maybe
it doesn't but typically these announcements typically come in effect like two to three
weeks after the conference you start seeing start rolling out and you start you know seeing the
things that were said in the conference actually put into writing and announced
on twitter so just watch out i think jd vance goes live in about two to three hours and i mean he's
already had bitcoin exposure i think he has like 100k in bitcoin i think he also bought like a board
eighth at one point so bro's a crypto native don't let him fool you um but yeah man uh putting up i guess somewhat news related to
9dcc closing down their doors uh this was announced yesterday for those of you guys that
don't know um these are kind of the originators of fidgetals right um like before fidgetal was a
word before anyone was even you know trying to push that they were trying to do verifiable
blockchain uh luxury goods right that's a difficult market to get into anyway just luxury clothing
especially with the established houses and just the way that fashion is in general
but i mean they ran i would say for roughly about four years dude so i mean you can't
like just say it was a fail i don't think it was a fail dude so i mean you can't like just say it was a
fail i don't think it was a fail at all i mean he came out he innovated he pushed the space forward
so i'm gonna be looking to what um g money's cooking up over like next right i've been to the
90cc stores in new york when they have all their pop-ups and stuff like that so it was just cool
to see this come up and be crypto native but it is being sunset if you have
anything to claim right because a lot of this stuff where you could get a card or a qr code
and then actually claim the physical if you wanted to there is a 90 day redemption right
uh for anyone that has items that they've yet to claim or are vaulted with 90 cc
has items that they've yet to claim or are vaulted with 90cc um and i'm gonna post this
gmoney's announcement as well um so you guys check it out i don't know how many people had
too many established um like weren't involved with 90cc right this is something from more or
less last cycle it really blew up but it is something that existed and i know we still have some some older guard here but
sad to see dope to you know see what's coming next because he was a first mover so do you think
he's just too early for this kind of event or do you think it's just not a profitable industry in
web3 to have i mean i'm trying to think like in not even just in web 3 but think about it in web
2 right i mean ideally i understand digital collectibles because we spend our time digitally
connected in some way shape or form now more than ever right i mean yeah i can go out and buy an
18 000 watch right but dude i don't fucking leave my house. Like I sit there and I work from
home. I go get groceries. Like I don't leave my house. So how do I flex? Oh, okay. Digital
collectibles. That makes sense. Right. But when you're going towards a more plugged in world,
I think that ultimately closed and all that stuff matter right but why do i need to show you
web 2 what i have in web 3 when i'm never gonna see you in web 2 like i don't need the web 2
conversion aspect of it and that takes a lot of overhead right a lot of this stuff was built with
the with the vision of like the metaverse right metaverse yeah and that's one of those things but
it's it makes sense things but it's it
makes sense to but that's what i'm trying to say it would make sense to buy a digital version of
these goods right but i'm not going to pay a premium to receive a physical version because
i'm not flexing the physical version of anyone like i could care less about the actual in real
life shirt redemption i would much rather just get a metaverse piece cheaper
or get two metaverse shirts than you charge me the price of two metaverse shirts for one,
because you have to make a physical and send it to me. I'm buying digital goods or digital flexes
because I want to flex digitally. So I think that that's going to be the hardest thing, right? When
you go into this digital world is the overhead that comes with producing physical
products if we're actively moving away from a physical world right and so that's i think that
that blend and figuring that out is going to be the hardest thing because it's not like you you
shouldn't but that shouldn't be primarily uh the biggest chunk of your money or revenue, you know?
I'm with you, brother.
I don't know, man.
I think it's a good business.
I think it's interesting.
And we've seen tons of people try to implement different ways you could use it.
What was that one, that one grift that came out with the guy that was,
I forget, he was trying to put like these RFD trackers in your clothes and say you completed a marathon uh with their clothes on uh you can earn a reward i remember that project board ape he has the board
the checkered board ape i think it was like a derivative of another collection he was trying
to do it's been so long no i know what you're talking about yeah i know what you're talking
about but i i forgot what the collection was but i mean look at this in in web 2 right there's fig pins like that's that's
an actual hey go get a physical collectible tap your phone and collect it on your on your your
phone right but it's one of those things that i'm not paying, I'm buying a collectible, right?
I'm not paying an exuberant amount.
It's not a luxury collectible.
It's not anything in that nature, right?
I think luxury collectibles, I mean, that's a very, very small niche world.
And most of the time, it's not, I would say, there's no duality in it, right?
A luxury collectible in Web 2 is something that's limited.
It's something that's numbered.
It's something that's almost like exclusive, right?
In Web 3, you have the same exclusivity through digital contracts, but you have the ability to flex it worldwide, right?
And kind of go anywhere in that sense.
So it's like you can reach a wider audience with a digital luxury good flex rather than a physical one.
Because how many times am I going to invite someone over. To come check out.
A Daniel Arsham Pokemon.
None.
You're not coming to my house.
The fuck.
Like I don't care.
It's not to show it off.
Right.
So it's just stuff like that.
That you got to.
I don't know.
See where the world's moving.
I think that's going to be.
Ultimately like.
We need these innovators.
And disruptors.
But it's cool that he can keep adapting.
I think his profile picture. Is the digital flex for3, at least. I mean, the CryptoPunk, I think if you are trying to digitally
flex, it's a profile picture. And that's typically where we're at. This metaverse that we interact
with every day is on X. And if you can view it on X, that's kind of where the flex is right now.
Not saying in the future that X is
always going to be the place. Maybe we move into a ready player one kind of metric and maybe these
things do take off. And that's why I kind of feel like this is just too early. And this business
model is too early because we had the vision from Facebook meta, we're going to build this old
metaverse and it was a giant flop. And I do think over time, next 20, 30 years, we will move off
these social media platforms and we'll move more into like a metaverse and then those kind of
Digital flexes will be more relevant, right? So it's just too early. Yeah, no, I agree
But my counter is just the then if we're metaverse, we won't need a physical shirt
You know, that's my whole point in this it's him having the physical overhead is what's killing the business, in my opinion. Go ahead, Maha.
a week before everyone went on home leave for COVID. So I sat there through the entire thing,
like not stressing, do I go back to work just observing. And the one thing that brought me to
NFTs, because I was in crypto in 2017, the same cousin that told me buy my crypto was like,
start getting NFTs. And I was like, I like my, my digital magical money, you know, let's let it be.
So I waited, I stalled. And then as I sat there I was like no this
is this is the way it's going to go people do need to flex online because they can't wear their Rolex
out yada yada yada but then what ended up happening was we did start seeing these you know NFC chips
stuff like that if you guys don't know Gucci has its own what I assume to be proprietary
NFC system now so in my eyes it won't be about, I want to flex this because it has a digital
collection tied to it. It's going to be, can I confirm that Hermes bag is real on that person?
Can I confirm that this jacket is real? And to that like RFID situation, these luxury companies
have one of the best opportunities in front of them right now to stop theft if they can truly run rfid properly
and see what comes into their store and confirm it's in their store properly then anybody who
walks out without a payment can be then labeled fraud stolen whatever it is it then creates the
secondary you're starting to see that too with like those sensor checkouts right like those ones
that you just walk up and you you don't do you literally don't do anything it's a hole and you put all your shit in the hole and within two seconds it's like
shirt shirt shirt and it knows everything you threw in there and you can check out and it's
like it's getting harder to be able to steal we saw it ysl during like post-covid was having
smash and grabs happen on on rodeo like constantly and to see that like those people are running out
with you know, well, we don't know anymore the team of situation, but they're running
out with hundreds of $1,000 of retail price product. And so with that, it's like, the
propensity for them to invest in systems like this complex or not is very, very high.
Because then it just just you turn off so much counterfeiting unless these companies
are investing in their own counterfeiting as well. That's what they are doing, dude. I know. There are layers to this conversation,
but the overall bright, bright, hey, this is happy. Let's use authentication is there.
Well, I think that comes from the consumer now realizing and taking, you know, the Wizard of
Oz approach like, oh, the, the, actually these Gucci bags are actually counterfeit and they're
selling them as real in the Gucci store. And we saw that with the whole tariff debacle where the, you know,
obviously there was a meme war where these China resellers like, Oh,
here's a Gucci bag. And, uh, they're, they're reselling it as fake.
And like, I brought this up, this RFID chip with like the Nike thing.
And I had like do it. Big Chicago says,
what you don't understand is the companies are making money off the fake shit
too. And they don't want you to know that it's actually counterfeit.
So they're not going to limit this because they make a large sum of their money selling counterfeit money.
So I think actually this push actually comes from us demanding that they put it in there because we know that they're making profit off the counterfeit shit.
So imagine you could track where all the materials came from.
What if that was part of the NFC process?
You know, if you got to see where it was sourced, where it where it was built you know i think that that's also transparency on both sides there
what i will say gucci majority of their product is real i've actually seen the process okay
if you're buying gucci outlet you are likely now looking at the team of situation buying something
that's not because they'll still say it's in a gucci manufacturer they did not say that
manufacturers in italy so be wiser when you shop luxury, man.
They're not all trying to be nice to you and sell you good products, okay?
But sometimes there are very, very beautiful, well-made hand products.
Again, I just think, yeah, all this stuff is great.
Blockchain technology brings transparency in a corrupt world.
And if you haven't noticed, the world is full of lies and corruption.
So, like, I hope this happens.
It's just a consumer.
But these corporations are part of the
biggest elite groups in the world and do they want transparency probably fucking i'd so it's probably
never gonna fucking happen until we team up as a you know as the people and demand this shit and
say we're gonna stop buying your product until you do but i just don't see that happening either
i think i think it's a great i think it's great but it's like i keep pushing for this and it just
never seems to ever come to fruition so like i said i just feel like it's fine, but I keep pushing for this, and it just never seems to ever come to fruition.
Like I said, I just feel like it's fine to discuss.
The way his strength is a two-sided mirror, though.
That's the issue.
They want to see their side.
They don't want to see ours.
That's the hard part.
I'm going to post two big announcements just regarding Polygon,
kind of shifting subjects, and then we'll go into Frankie.
And appreciate you, you maha for just
riding through so uh posted up top we know everyone knows about banker bot right we saw the crazy mint
uh with dalio frog and the okay computers right utilizing banker bot banker bot for those of you
that don't know is an ai agent slash automated wallet that lives on twitter right i think that's the easiest way to
kind of summarize it you can go at banker bot it'll identify and create a wallet for you and
then i could if we're let's say we're watching this show if you were in here and you say hey
at banker bot tip espresso um 100 maha tokens or 100 frankie go tokens it would create a contract right then and
there and send it to expresso's banker bot on-chain wallet right so it really is to facilitate the
if for some reason a token gets created out of a viral moment or through mass participation
right it can actually be real and you can launch it within seconds of the meme
the the event or whatever and people could participate right and you can kind of incentivize
people by tipping those people or sending money of your newly created token right then and there
they've go and they're moving to go cross-chain uh and they've now implemented polygon right and
i think that this is a little bit more on the interesting side
when it comes to this integration for me at least is that polygon is now the number one leader for
usdc stablecoin payment processing right i think they're doing like 200 plus mil a week or something
in that sense or i don't know i'll actually pull up the numbers directly from them but they were
recently through defi llama and everything i saw they have been topping the charts for stable coin usdc specifically
uh just movement around now with the implementation of banker bot right and ultimately i know this is
to create ship coins but it's not much or it's not too many lines of code in order to ability to tap into pre-established wallets
or move stables now, right?
To someone without needing to create a wallet, without having to go through that process,
just being done on a Twitter automated wallet, right?
So I think that that opens the door for potential creator economies, right?
The same way that it's easy when you're on the abstract portal to tip someone in Pingu or anything like that.
Well, technically, this opens a portal for you to be able to send money or participate in any kind of token to almost a twitter native on-chain payment system that doesn't have
a kyc doesn't have any kind of let's just say backlogs or rails right so just something i thought
would be interesting uh as it starts to develop if they decide to tap into that um the uscc pools
and go to stablecoin route uh next polygon announced um we brought you guys aglair right we
told you i would say two to three months ago stake poll on eth go stake polygon shit on eth and
their validators i told you to click the rewards hub showed you exactly where to see right there's
a little tab right there that says redacted
status was to be determined right hadn't confirmed that an airdrop was coming well i think we got our confirmation now so anyone that was in the chat wondering when it was not to say that the snapshot
has already happened but this is the announcement that it's real uh the chain is called katana
it'll be powered by polygons aglair right which is their new form of
just contract execution and so i got it pinned up to the top for y'all to check out um and what
kind of is involved with this it's a pre-deposit campaign um you can deposit similar to how
bara did with like boyco and you know these new chain launches are doing with their
rebases um you can go deposit assets you can deposit nfts stables uh crypto etc and then
ultimately come mainnet uh everything is re-released back to you and you know you get an allocation of
the chain's token or whatever it may be i got a full thread pinned up top exactly of what katana is
right the actual the name of his chain uh what's the point of it right and so ideally for them
they're going to become a liquidity providing market right so i think that this is going to
go down the the route of almost like a lombard finance right um one of those kind of cross-chain liquidity providers right so it says chain-owned
liquidity uh it these are the set features that separate it apart chain-owned liquidity a vault
bridge vb tokens core apps and a usd the flywheel itself is just to provide deeper liquidity for
anyone that needs bootstrapping uh more activity on the chain and you can produce a higher yield
with it right so really focusing on the defy side of it as i guess they realize the uptick in uh
just stable coins so now you're trying to allow people to start using it this is the official
video from polygon themselves and then i think we can probably get rudo on the show in the next
couple of weeks to just give us a
little bit more of a lowdown on how to position ourselves besides just the deposit and exactly
what ag layer is going to be doing for katana right what katana is going to do to separate
itself as a different let's just say defi chain than bera or anyone else that's kind of both
boasting that as their you know go-to because
that was bearish thing too and it's interesting that polygon is heavily invested in bera and
pre-ol and just cross-chain right polygon ventures is so to see them come out with in my opinion what
seems like a competing product um i think that that's i I mean, not interesting. It's just crypto and business, right?
But now we just got to see who wins, what this DeFi Ag layer adaption brings different.
Because proof of liquidity is what was novel about Baruchain.
So something in this flywheel has to be somewhat different in order to attract people to yields or to even trust the chain when you're talking about tvl of billions
of dollars so i got it all pinned up to the top for you guys to check out there's a space that's
going to be coming tomorrow uh morning right at 8 a.m probably try to listen in a little bit so we
can have some more sauce for the show but yeah man looking forward to see what ruto's been cooking
see what polygons up to right and then uh i know
that we're cooking something up with katana and just trying to see how we can get position
ourselves to be right there right be at the front door for this airdrop i just think of them just
looking at like what their chain being used for obviously in 2021 it was like oh micro payments
yeah i saw starbucks you saw a lot of this stuff. And then, you know, like no one's using that anymore.
And they're like, well, the majority of our chain is used for USDC payments.
So let's, you know, if the chain is full with this, let's find ways for those people to be able to earn yield on it.
And I just think this is like a combination of Barasonic and all these yield farming protocols now being built on polygon which wasn't there before and
it's just i pinned up all the numbers 134 billion in transfer volume over the last month to month
it's up 33 this month uh 2 billion in supply um 5 million active addresses it's up 16 from the last month and 67 million transfers up nine percent
passing tron uh at 65. yep so you gotta have it if you're passing the main stablecoin issuer in tvl
you probably need somewhere to put those stable coins and earn yield and uh there's there's a
faction inside the ethereum community of like
l2s and just mainnet ethereum and the eth maxi l1s are like defy lives on l1 this is our main
use case so i would imagine eth maxis are in disbelief right now they're like bro stop putting
this defy on layer twos how are we gonna ever make ethereum layer one great again if you guys keep
fucking building this shit on l2 so yeah it's just interesting to see i think it's funny and uh
definitely a good product market fit if they're having stable coins on their chain
try to use those stable coins some way and earn yield man so we'll see how we can get involved i
know we're going to get involved i know ways that we're going to get involved so stay tuned we'll
get you guys more information in the near future so So Ag layer is pinned up top too if anyone's interested in what that is and that's their new
Fundamental change of why their DeFi is gonna be different this paired with the Katana chain
And so that's kind of their novel flywheel
Do you want to get into Frankie?
Yeah, I was about to say, I think we can get into Maha and Frankie if you'd like.
Is there something you want to pin up to the top, Maha, while we kind of talk about this?
Yeah, yeah. Thank you.
Oh, and I mean, as always, appreciate y'all for coming out. Appreciate Maha.
This is TDA. We've been doing this a while now but
we do this tuesday through saturday man so whenever you want to come and share some sauce
teach us how to position ourselves right to have some fun because i mean i've been playing the game
too i got i guess i got a couple questions but really we're gonna get some alpha out of you and
try to figure out how to win right because i mean i've gone to i think day 10 and i didn't get
anywhere i got beat up by like like, a nude or something.
So, yeah, man.
Newt is gnarly.
All right, I'll just, I got to put that out there.
His attack is really OP.
He goes down easy, but if he gets you once or twice,
all right, it's like a Mike Tyson.
It's like if, like, a frail kid had a Mike Tyson punch, you know?
I guess that's the best way to put it.
So you start out with just the tickets, right? Can you just like break down how the start of the game starts?
Well, how much the tickets cost? What kind of like what are the ways to, you know, what do you kind of feel like the strategies are to get to launch farther levels to get more crumbs and get more tokens?
Just break this down. give us some alpha on it
and just like break down the start of the game
and to the finish of the game.
Let's get it.
No one's played yet.
Okay, let's do it.
So after you sign in, you're gonna get in there with AGW.
So if you do so, trust us,
you'll sign some session keys as well
to make it really easy to play the game.
I think that that's step one.
If anybody wants to do this Web2 gaming thing
with some Web3 products.
Don't make Web3 games.
Just make really good Web2 games, put Web3 products in them.
It allows for seamless play.
So just right off the bat, you're not going to be signing a bunch of transactions when
you play Frankie Go.
Once you're in there, you're going to have two options.
One is to free play three times a day to get some crumbs for yourself.
The other option is to do a paid play where the crumbs and the meme coins
will be increased for you.
If you start a paid play,
or if you'd like to do one,
you will purchase a ticket.
You can purchase as many tickets as you like.
They're right around $2.
And it fluctuates just within a few cents,
obviously, with ETH price.
But they're around $2.
You can stack and play as many tickets
in a run as you'd like,
up to 10 right now.
And then that will continue to increase throughout the season.
Is there autoplay or no?
Not yet.
So there's no idle play right now.
We do want this to be actually still a game to some extent.
You're still making choices.
The choices inside the game we definitely want to increase.
Right now it is very, very baseline.
You're literally making the same. Yeah, it's like leave the chest, grab the chest, make the trade, we definitely want to increase. Like, right now, it is very, very baseline. Like, you're literally making the thing.
Yeah, it's like, leave the chest, grab the chest, make the trade, don't make the trade kind of thing.
So, if anybody's familiar with the game Capybara Go, this is what it's inspired from.
We took, you know, a very strong portion of what that core game looked like.
And we're like, hey, we can implement this in our own way.
We can bring our own IP to it.
And as well, we can introduce these meme coin enemies to the game.
And so this is all, you know, thanks to Jonah.
He came on and was like, we were thinking about doing this like really crazy, like semi-Ponzie
game in a sense.
And like, I don't know, it just was far too complex for, I think, the size of our team
and deliverability time to like what the market actually wanted.
So we did this.
And as you're now getting this ticket for yourself, you're going to press play or you're going to choose your free play,
whichever one, you're going to be in the same situation.
Once you've hit free play or play with paid ticket,
you're going to go into a 10-day in-game journey.
It takes about two minutes to play.
In that 10 days, you have four to six RNG events that happen to you.
Of those four to six, two will definitely be battles every time.
There's nine partners that you can battle inside the Abstract ecosystem.
I should say eight, actually.
One is a base partner, so we are testing rewards and products
outside of the Abstract ecosystem for the next season.
I think that's a major, major part of this is
these ecosystems have to start to work together internally with their games
and with their reward systems and everything else.
We have to cross-pollinate, So there's a big portion of this is Abstract is
still in a very early development stage. Helping each other show each other off is paramount for
success for each project. So it's a big part of this. We're basically showing off 10 partners,
11 too, if you want to count Bearish, who helped us build the game. So 11 partners within the
ecosystem of Abstract playing together with this. So as you get to count Barish, who helped us build the game. So 11 partners within the ecosystem of Abstract playing together with this.
So as you get to these 10 days, though, and let's say you make it to the end,
you beat Newt in this situation, you'll get a final chest at the end as well.
We are balancing a little bit out.
I think we're going to start to make that final chest worth a bit more for everybody.
Wait, so there's an end?
Like, how many days is it?
10 days.
Oh, okay.
Yeah, for the first season. It's just me ten days
I I believe the next season will probably draw that out like 30 or 60 and as well
Like you'll see you'll see some other mechanisms get brought in like there's an upgrade section that's coming soon right now
That will be you know part of like armor swords. Okay weapons. Oh really quick for anyone listening. It's not like actual days
It's not we're not talking like you're 24 hours
It's like two minutes max. Yeah, it's in the game
You progress through like days every every move you make in a sense you make a move and then it's go to the next day
So when I asked how long it lasts it's there's ten stages. I guess you could call each game. So it's not physical days
It's not like a time like you can only play, you know
Couple hours per day because a lot of the games like that on mobile are like that, right?
You can play an hour or two and then you have to recharge your energy. So you don't have to recharge energy
There's none of that. It's just ticket based
100% as part of it too is we know that people enjoy higher risks
so we allow people to play with multiple tickets at once
if they wanted to.
As well, that multiplier does help you increase crumbs
by quite a bit.
So crumbs is the focus of the season, 110%.
You want crumbs.
Get as many as possible before the next season.
Not only will it go into, obviously,
upgrading your character, Frankie,
but there are plenty of things that we have planned for season 1 that will be advantageous to have as many as possible.
One of those being our next collection, which is Nibbles.
So, right now, if you are a Frankie holder of our NFT collection, we do have an NFT collection on Mainnet.
It's only 1,069 pieces.
That's called Frankie's Dinner.
If you own one or more, you will get one free ticket per frankie
per day for this season and then next season you are guaranteed your nibble which is be a companion
character for the expansion of the game so getting ready this is a very short season for us just to
test like do people like this is this something that is asked for in this space we already had
frankie's adventures out which is our mobile title we brought that to asked for in this space? We already had Frankie's Adventures out, which was our mobile title.
We brought that to Abstract very early this year.
Players enjoyed it.
It was great.
People got their achievements on Chain.
It was fun.
But we knew that it just didn't have that bang that, like, Gotcha did or that Roach Racing did for some of these other titles that you've seen on Abstract.
So we're like, pivot.
I like the price point on that, though, too.
Yeah, right?
You've got more gas for other things well yeah i've ripped uh like i've gone on gotcha and
hit a hundred and just let it run through the hundred tickets you know that's why i asked if
there was a way to like do the idler mode even or when you buy multiple tickets is it automatically
stacked and increased for the next run or can I choose whether I use all those tickets for the next run?
Great question.
So there's two ways to actually do it.
So like, let's say you have one ticket and you want to do a 10 ticket run.
You can just upload or push it up to 10 and then press the buy button and it'll upload those tickets for you.
They are 1155 NFTs.
They are transferable, but they're not sellable.
There's no secondary on them right now.
But that's the way this is.
You basically mint this NFT, burn it in the play button,
and you can choose 1 to 10.
It doesn't matter if you own 100 tickets.
You can play as many as you'd like in that range there for now.
Yeah, I know.
Because, I mean, that was, I i guess my point was just going to the hundred
and it's about two dollars a ticket or something relatively cheap for the cheaper entry gotchas and
you know kind of just sit there and you have your fun and i mean i'm not gonna lie like i watch a
few of the gotchas i come back sometimes i just set to run at 100 and i come back after 10 minutes
to see what the results are you know so it like, sometimes you want to be plugged in. Sometimes you just want to,
hey, I'm here to get my frank,
get my crumbs, right?
And try to position myself for the next,
the next wave or setup.
So, okay.
Noted, noted.
Because like that, this is,
yesterday was day one.
You know, it was,
it was incredible to see the feedback and everything.
And now it's, it's this, it's spaces, it's telling everybody.
And as well, it's immediately getting into meetings today with the team and going, okay, where do we refine?
What is the true feedback?
You know, like we truly love hearing what our community has to say about the games.
And we like responding to it.
I think that a big part of where we've come from and how we've gotten here is through grassroots and really listening to our community.
We have a strong probably like 20 people that show up like every single meeting. Like we host a roundtable
every Tuesday at 5 p.m. with our community. So they give us feedback, ideas, all this. There's 20
that I don't think have missed a day since we've minted two years ago. And they have truly helped
us make our first title, which made this title so much easier to launch. So please come be part of
that 20 person group and help it grow and tell us what you really
feel about Frankie Go, good or bad, and watch some of your ideas get put into a game.
Because that's what we really, really pride ourselves on is watching this, like someone
get this like light bulb idea and going, well, yeah, that can happen.
Why not just make that happen for you?
Crumbs are the alpha.
I mean, I know there's a lot of decisions of taking crumbs
are gonna get the meme coins you get the health and uh so you're saying that probably the crumbs
are probably gonna be worth more than the the dust the meme coins that you get or the health
you get so i mean that's that's my opinion you know that's all that's where that's where that's
coming from so i i problems are like directly in their ecosystem to control right i think anything else is just
subjective and they can just they they don't know what the meme coin is going to do like the meme
coin rugs tomorrow and you've been collecting newt through the game like you you cooked yourself
i'm after archer if he does that but but i agree with you okay so but yeah i think it's the hardest
thing is we did have to go through and and we we yesterday ran into a small problem, like literally a decimal issue.
And it's because of a market cap situation.
And we're like this.
This wasn't, you know, we knew there would be issues as we launched this as like any other title.
And for us, you know, we had this like back end mechanism that just happened to have a small air, which is OK.
And we go, we correct, but it's that choosing these partners was very hard,
especially because all of them are so young in the space and not just them as
holder, like the actual owner, but the project itself,
like abstract is what six months old. So at best they're six months old,
which is I think just abster, maybe, maybe new. So I agree.
It's, it's a hard part of this,
but I do hope that with everybody playing
the game today too that where the the ecosystem is that the entire ecosystem grows and they do
see the rewards you know and their collectibles grow with that ecosystem
appreciate you citing through maha any last words and then i guess how can we get involved how can
we get some of the tDA community members with some tickets?
And I guess you said that the season one is short.
Take advantage of that now.
So more or less just some parting words and a way for us to get involved.
Go to FrankieGo.xyz.
Go play the game.
Even if it's just free, just go play Free Play.
That's the best way to get crumbs if you don't want to spend a dollar.
If you'd like, like we said, come to our Discord.
Come tell us how we're feeling.
5 p.m. Tuesdays every week.
We'll be there for you guys.
I think that's pretty much it.
I mean, that's what we're focused on right now.
Play the game.
Come tell us how you feel about it.
Get those crumbs.
Appreciate you, brother.
Thanks for stopping by and definitely looking forward to playing the game. I played it last night and looking forward to continue playing the game, man. So thank you for Appreciate you, brother. Thanks for stopping by and definitely looking forward to
playing the game. I played it last night and looking forward to continue playing the game,
man. So thank you for stopping by, man. Good meeting you. I gave you a follow. So let's stay
in contact, man. Appreciate you, man. Thanks for stopping by. Likewise, guys. Thank you so much.
All right. We got that underway. Something that I had brought you guys up a while ago and was actually launched yesterday was this uh
financial system called plasma which is built on bitcoin which is trying to get stable coin built
on bitcoin i guess stable coin payments through bitcoin and echo which is kobe's um i guess
i guess it's a retail like i guess it's kind of like a launch pad for retail
to get involved in some of these sales.
They launched their XPL public sale
using Sonar by Echo.Fund.
10% of the XPL will be sold at a 500 million FDV
and the same evaluations
as our latest equity round with Founders Fund.
So this is a great way for people to get involved with this
if you guys think there is profit to be involved.
I think, what is his name?
Mr. Thiel, Peter Thiel is behind this.
And so big backing.
I mean, Peter Thiel had invested in Facebook
before it IPO'd, I think.
And dude has been a goat.
Apparently, to secure an allocation,
deposit stable coins into the plasma
vault on ethereum powered by beta labs your weighted share of total deposit determines
your allocation before the sale begins the vault locks at the mainnet beta your position bridges
to the plasma becoming withdrawal and the xpl is distributed depositedits opens two weeks at app.plasma.to. Deposits do more than reserve
your allocation. They directly bootstrap the system and your help build. The model rewards
contributed over access, and you can read the full blog there below. But $500 million FDV
evaluation, you're getting the same as the founders. Peter Thiel trying to get stable coins,
which has been a
big issue on bitcoin i think that this has a pretty good opportunity to be above and probably
be a multi-billion dollar uh evaluation here so i'm looking to probably deposit some here
and uh around with this one so i know that we've been talking about plasma for a while
and just wanted to share with that
with you yesterday and echo and kobe's behind it also so shout out to them uh building a launch pad
that's trying to protect retail from getting dumped on by vcs and the fact that you're getting
it at the same price as the founders is kind of the ethos is what he's trying to build so shout
to him man that's dope and then i guess there was an update from dingaling on beep.fun since
it's launchpad season
and everybody's trying to compete here with virtuals and uh pastor nax fucking capitulating
trying to figure out ways to bring his attention token uh to do more than that but dingaling
uh said about what is this 15 45 minutes ago going to uh going to be doing this release in
two phases phase one starts this week.
Temple of the Moon.
One million of rewards to top tokens.
More details tomorrow.
Phase two in two to three weeks.
Holder rewards.
A cut of the LP fees will follow and respect holders of each token.
The fund starts on Boop.fund.
So just another announcement from just another Shipcoin meme coin launchpad trying to reward people and get more people using their launchpads.
I mean, Dingaling's not doing a very good job of getting people to use any of his shit from, what was it, LooksRare to this one was a flash in the pan.
And now we have Loud coming out.
And now we have Pasternak doing this.
And now we have Echo.
And we have Virtual.
So it's, it's,'s it's and we have bonk
launch pads it is a tough tough one it's very competitive now and uh i don't know what they
have to do to get more people over here but we'll see if this one and more announcements come out
tomorrow if anybody's actually cares about this anymore so yo i gotta say something we're talking
about just virtuals and stuff look well a lot of people aren't telling y'all on the timeline that website is fucking cheeks bro that website is horrible horrible horrible for
motherfuckers to i get it we turned a dollar into 28 like don't get me wrong i'm i'm happy
right but dude the website is fucking ass so anyone that you see bull posting or the virtuals and not telling you the truth on that
i mean they're lying the website sucks yeah you're making money yeah the tech is good
but i mean i'm i'm into bookie or whatever some coin that launched yesterday i can't claim i
haven't been able to claim for fucking eight hours and the shit's running or doing whatever so it's
just virtuals is cool a lot of people aren't telling you the website sucks man y'all need to fix that
i don't know who what ai agent is in charge of that shit but fire him we need a i might create
an agent to make the website better i think that's actually i think i'm i'm going to actually do that
bro um because it is garbage dude it is bullish it's bullish it brings friction bro
like you can deposit brings frustration i don't know if i'm ever right like it may it gaslights
you like i didn't know if i participated in this bookie shit and i looked through my chain i didn't
have any tokens i looked through the history of one populating and then eventually it populated
and it shows that oh yeah you did but you can't claim so
I don't know anyone not telling you that element because no one told me all the bull posts on the timeline is
Motherfuckers making money and I get it
But no one's telling you that the websites ass and you see how no one came up here and said anything because they know the websites ass
Like bread bread uses that shit. He'll tell you it's ass.
And so I just think that that's false information that no one's explaining, but whatever.
Posted up to the top,
as we're talking virtuals and kind of a crossover,
we have TrenchBot, right?
TrenchBot was a product from CyberConx
that allowed you to participate in any token launch
and shitters
etc uh directly through discord right this is going to be one of their primary revenue sources
um going into banana token b3 right these are the og ponzi kings when it comes down to nfts and
tokens right banana used to be a better investment than a medical degree um so trench bot has now
incorporated virtuals allowing you to snipe virtual launches on uh just right then and there
right that's just been something that's not necessarily hard but they now have a way to
pull directly from the api feed of what agents will be launched and kind of the timeline that you could be ready and ready for
it, right? Some of these agents, well, most of them are doing pretty well, right? A lot of it is
because you don't necessarily get the allocation you want, right? It's you get a good output
compared to what you input. That's what virtuals is, right? I mean, I commit thousands of points,
but only a couple hundred get selected, and then only a couple of the virtual that I put in gets
used. So that's kind of how it works, right? It's just basically a bidding system that allows you
the opportunity to participate, but that's why most of the tokens do well. You're also incentivized to trade these tokens, right? So all in all, I'm saying this is if you manage to snipe these agents as an actual snipe of a token launch, you can probably cook on most of them, right?
Even from people with a daily active bonus buying $5 of that token before staking it so they can earn more.
I mean, you sniped it at launch right i think
the average is 1 million 1.2 million 2 million out the gate so anything that you snipe in the
in the 100k range you're golden right same thing i think the the book he bought opened up at 8 mil
fdv so it's just stuff like that like this is going to open a new spot for people to dedicate
liquidity and start sniping on and not necessarily always have to focus on shitters where the red where the
devs are going to rug you or potentially could these virtual tokens each have independent locking
investing schedules so you're not going to get one clipped i just i think it's a better risk and
reward if you're a sniper out there and a trench bot's doing it dude this version token's cooking dude
yeah it is what is it up there is it like 20 million or something now
i think it did hit 20 mil i can actually pull that up that's crazy are you gonna all right i
don't know if you had something else i was gonna ask you about the stay loud thing or
the more and more i kind of see this like these people that are in the top 25 are going to
actually print like generational fucking wealth with some of this stuff dude i think whale put
up like how much some of these top 25 people are gonna be making based off like the fdv
was it like
sorry someone called me someone called me my bad am i back am i good yeah you're good uh ox ultra if it's at a
five million dollar usd he's 42 000 10 million 80 he's the top by by uh by here 83 000 20 million
170 167 000 50 million 419 000 100 million 839 000 if it gets to a 200 million dollars he's making a million
dollars top 25 people are actually if this happens they're gonna actually cook generational wealth
by doing this but i mean i think the one thing that is kind of missing here is like do traders
do do do we give a fuck like who's gonna trade this token yes it's probably gonna be short-lived 7 to 14 days but like who's buying this token after all these people that the people that are just
gonna spike i mean think about it like this if you're just a a shitter participant i mean you
now have an army of shillers that are ultimately working for their own bag that doesn't necessarily have to do with your bag.
Right?
I think that that's the most interesting thing is they're getting paid to shill,
but it doesn't always have to be, I think.
And, you know, ultimately, this first example is using the loud token.
But this is going to become a business flywheel to where if I want to launch through loud,
a business flywheel to where if i want to launch through loud i can put whatever token there and
now incentivize the top 25 to work for me or work for that token you see what i'm saying this is
going to become a new marketing avenue and output i think and um if you play tokens i mean what
better what what more could you want than the top loudest people on Twitter shilling your bag every day?
So I think it will get people to buy in just because of that.
Because, I mean, I don't have to bullpost my bag.
I'll let the top 25 guy bullpost my bag.
And hopefully, because he wants to get paid, he keeps doing it.
Well, that's the hope, that he keeps doing it.
But what happens when they start selling?
And now they're like, oh, well, I'm not even in anymore i'm not gonna bull post your anymore and a lot of these people would
not even create a token because they wouldn't wouldn't be associated to a meme coin in general
so i was like i don't know i see a lot of people gonna make a lot of money off it but like how far
do they go of shilling the tokens and stuff and like how long does this last is this something
that only lasts like a week or two until they're like i'm fed up i'm not gonna i'm not gonna work for your bags anymore so i don't know it's
interesting it's definitely a new dynamic and we'll see how it goes tig and bread kind of do
some breakdowns on this and tig listened to the space yesterday and uh if you guys don't understand
how it works loud is an attention experiment not a traditional product or token launch it tests the attention
alone can create value by incentivize people to talk about the project um powered by kou mind
share leaderboard the top 25 yappers weekly we earn a share of the revenue generated by loud
distributed to in soul not loud tokens to constant creators why the top 25 uh concentrated rewards
attract larger accounts. The structure
aims to create a winner-takes-most dynamic, where it reaches users, compete for mindshare
and maximum token visibility. Decentralize in minimal intervention. Ultra won't manage or steer
the narrative. It's up to the yappers to drive attention in whatever way they think will earn
them rewards. Algorithmic ranking is most allegedly untouched except keyword configurations.
But for now it remains simple, raw model to observe how people behave
in the unfiltered attention economy.
So if you guys are not up to date, that's kind of what it does.
And shout out for TIG for making that.
Appreciate you making that TIG.
That's a, I did, wasn't in the space.
So appreciate you, you know, sending that to me.
The one thing I found funny is he, he uh he kept iterating to the listeners that this is just an experiment he's literally a creator of an experiment and he must have said that at least
like 20 times which it felt like he's just kind of launching this and then just giving it to the
community kind of like a hands-off approach because he kind of hinted at you know it all depends like the yappers and the participants can decide where it goes you know so it definitely
felt like this is very hands-off thing so i think it's gonna be interesting what happens if this
doesn't you know come out the gates as as big as everyone thinks it's gonna be um you know is are
people really gonna be looking to him and him being well you know i said it was an experiment
you know things don't work out all the time.
So, yeah, I just find that kind of funny how he kept repeating that word to the listeners.
It's kind of like, it's a way to tell people this is just an intention based thing.
And it's not going to be something that you want to invest in for like your portfolio
for the future of generational wealth. This is something that he's basically telling you this is probably a tension
flywheel that lasts 7 to 14 to possibly 21 days and play the game while it lasts but this ponzi
is probably going to end once creators start selling their tokens so i don't know yeah and
and his his big bet is his bet is that the fees generated from this are big enough that it will keep the interest
of those top 25 people to keep the mind share up you know uh so he's kind of betting on that so
if this doesn't come out that way if there's no volume and there's none of that generating fees
then yeah it's probably not gonna be top of the mind share for a long time how do you get into
the top 25 is just creating
content if you're already like someone that bots their posts and stuff is that the best way to get
to the top 25 uh i mean it's just literally talking about it uh you saw yesterday ultra got like
1200 yaps in one day which is insane uh it was i think 25 of the mind share alone ultra i mean
allowed was taking up uh yesterday so it it
definitely was a big big topic on the timeline and you could just see the uh if you go to their
website uh you see the leaderboard uh by the top 25 of people who have been talking about in the
last couple days um so yeah i think it's gonna be interesting to see how that shifts uh in the next
couple hours because i you know it's like usually 24 hour delay on that it's not real time you see people already climbing up the the leaderboard
like iso is already climbing up their bread and a couple other people now that they're talking and
making posts about it so yeah i think it's going to be interesting to see who who ends up in the
top 25 and who is actually going to care to actually keep this up and and get those payouts
i'm rooting for someone that isn't the typical KOL
that gets all these social fire jobs, bro.
Like I'm rooting for someone to come out of the woodwork
and actually like print generational wealth, dude.
That's what I'm looking for.
These guys fucking make millions of dollars
off fucking farming their community referrals
and making every social fire platform
that people on there fucking making the most money.
It's just a flywheel of the same old people
making the same old money. And I just money it's just a flywheel the same old people making
the same old money and i just hope there's someone out of this whole thing comes from a community that
has like he has 10 000 followers he goes up and he makes like 500 000 and he changes his life that's
what i want to see out of this whole thing and i hope you know we can promote that person to to
keep doing it dude that's why i want to see tig up there bro i want to see i want to see someone like that do this and go to the top 25 leaderboard so that's i heard brett doing running numbers this
morning uh if this does any decent type of volume that like the top 20 coins i think he was comparing
to and solana does um you're definitely gonna be seeing a nice payday for those top 25 people so
they're definitely incentivized to uh keep that mind share up and and talk about it
because obviously if this is we're talking about you know a good nice five figure payout to the
top 25 people uh you're definitely gonna want to be up there uh just for talking about this
yeah dude send me anything you have on loud got some web three strippers yeah bro that's all it
is web three strippers out here twerking for a dollar and it's no different
but it makes you feel different it's okay just a glorified stripper on twitter the way i'm
approaching it is obviously my reach is not as high as any of these people there by by large
margin but just talking about the the content and the con excuse me about the context at hand
and providing content with it
it just gets me yaps already so my goal here is just to gain yaps out of it not necessarily try
and make the top 25 of the loud the loud leaderboard you know well keep sending me your
loud so i can put it up on the show so we can get you to the top and maybe you can break us off a
piece of like a thousand dollars if you make a million so bro let's let's go dude did you make any money off so fun this morning anybody yeah i was about to say
a little update on that that went live currently sitting at 138 mil fdv of almost 700 mil 900. I mean, 693. Um,
yeah.
that's what it currently at 77 cents.
So 0.069 cents, um,
down 14% since launch just due to MFers dumping airdrops and shit,
but not too bad,
man.
139 mil.
That edge empire goes live on the 28th.
Um, yeah, that's today. Yep. That hedge empire goes live on the 28th. Yeah, that's today.
I got it pinned up to the top.
So this had no white list.
This has nothing like that.
I think it's actually going to do really well in terms of because it's a, I guess, Ponzi game, so to speak.
You're just going to go in early.
Same thing that we saw with like on-chain heroes.
Same thing that I think we saw with the Bitcoin, right?
It's, this is the first one on the chain.
So go in early, see what you need to do to kind of get some max upgrades early on.
And just ride the wave.
Well, kind of like, this guy has hired traders, upgrade algos, expand and earn fund.
Traders have a cost salary and yield
the tokens is minted through gameplay liquidity providers earn daily rewards on funds and so
this kind of reminds me of that dx terminal game kind of right yeah it is it's basically like dx
terminal but the the thing is it's like it's going to be a ponzi game it's an idler right you do xyz
you spend x amount of energy to upgrade if you upgrade
you yield two percent more because you have a level two and it's just going to continue to stack
and i mean it's it's what on-chain games are right but ideally we've seen these print even this cycle
multiple times so the key to this is be early right set aside x amount of money that hey i want to
participate with 200 bucks figure out how to allocate your 200 bucks your 100 bucks your 10
whatever it may be right whatever you can do but it's one of those the earlier you are with whatever
amount of money you have the better chance you do have of one making money and two participate like
doing everything that the game is trying to offer you
right typically when you come in at later
stages one the rewards
have diminished and then two
you miss some type of
onboarding event or some type of
catalyst that is the
generation the money generation event
for those early users to champion
the brand into season two or whatever
it may be right so just be early
Are you gonna play?
I mean if I'm around when it launches they haven't put anything that's the last post
Today right it's just hey you're it opens today
Oh starts on so fun no whitelist no nothing. I mean people are speculating on if they should buy some sof so
hey maybe i would buy some of the underlying token which you'll probably need in order to swap into
the game that might be smart while it's at you know whatever seven cents rather than when every
when the game goes live and you have a thousand mfers trying to buy some soap at the same time you're gonna get a
candle right like that's inevitable so if you actually want to play the game maybe going out
there and buying your 50 worth of soap now might not hurt and even if the game requires a different
currency i mean this is the native token you will be able to swap from the native token into whatever the fuck they got right? That's what the liquidity pool is paired to so I don't know just
If it were I I would go pick some up right now with however much that I'd want in
Preparation for the game just and if you don't sell it as soon as the game candle comes in and everyone else is buying
Just sell the bag and make your lunch money and go about your day like there's just multiple ways to play this
What up? Just sell the bag and make your lunch money and go about your day. Like, there's just multiple ways to play this.
What up, Bruto?
Oh, what's up, gentlemen?
What's up?
I just wanted to ask a question about, because I know you guys talked about Hedge Empire.
Is it basically the same thing as the, like, kind of DeFi dungeons where as soon as the contribution button goes live, then we just kind of send, do we send Sofan tokens?
Or, like, how does that contribution work?
I don't know.
I don't think anybody knows.
I think you just, I guess, contribute,
and then you would receive, I guess,
your share of fund, right?
Because I was reading the comments,
and I mean, Inhuman just said,
try to get as much fun.
He said that there should be native swaps available, right? And I mean, I agree that said, try to get as much fun. He said that there should be native swaps available.
Right.
And I mean, I agree that there should be a native swap available some way, shape, or form inside the app or the app.
But in case there's not, you know, I mean, it wouldn't be a bad thing to go get some SoF right now just in preparations for it.
Yeah, you can find it if you just go on the SoF on main website.
They have a list of a ton of different bridge apps that you guys could use if you're interested.
I checked it out.
I checked a lot of this stuff out this morning.
So, GG's to SoFan for going live too, man.
Is there a dex that you use?
Can you just use Uniswap?
What do you use to swap?
to swap like say you wanted to swap like eth the so fun i always just try to use the native bridges
Say you wanted to swap ETH to SoFan.
that that are that are like live day one on each chain so like so fun if you go on their main
website like the foundation the one that's from the chain itself kind of thing yeah yeah yeah so
if i if i go if you go to the uh main page there's like a a big list of different and there's probably
two or three bridges that you could use that are live right now under their apps page.
Good to know.
So if you guys weren't interested.
Good to know.
I did want to know.
Go ahead, bro.
I was just saying I wanted to come up because I saw,
I wanted to give GGs to,
I still don't know who was shilling bad buns.
Bad buns in the group chat, dude dude but shout out to the homie i
was like fuck it i'll i'll mint one dude um i'm bullish on mega eth like i'm excited for these
we called it at mint but mac has been covering it like heavy mac has been in and mac like did
did a sizable amount i think at like 0.1 or something like that and he started like really
getting into it and then
uh you know josh got in and a couple of the other homies started sizing in but yeah dude i think that
hit 0.4 or something yeah it's awesome i mean i kind of looked at it as like you know each each
new chain has like their their go-to that gets a lot of like the community rewards so it was such
an obvious play i remember talking about hyp right, on Hyperliquid,
like when they were sitting at 0.13 ETH or something like that. I was like, I think they're
going to get all the rewards in the ecosystem. So if that's something you guys are interested
in too, I think I'm not going to, you know, not financial advice, but I think Bad Bonds were early.
I think they have a lot of like mind share right now with stuff that's going on with Mega ETH. And
who knows, they probably get a ton of different ecosystem rewards so i'm gonna hold on to mine i'm into it so i'm up big on it
so we're chilling on it i think the only thing you have to worry about is like when does mega
eth go live so we can get these fucking rewards i think that's the only thing you're waiting on
is like whenever maybe it goes live that's probably what's gonna happen but like we don't
even know when that's gonna go live still the live still the fact that they're on a different chain right is it allows them to keep
moving so people can just follow suit and just drop to that bad buns wallet and and hit oh well
we will rebase you when we go live right that's what i feel did that's what i feel said so like
it's the exact same thing where where the rewards weren't live yet,
but basically if you owned one,
then either apps or new projects launching
during Hyperliquid, they basically just snapshotted
like holders, right? And then once everything did go live,
then you started getting either rewarded in whitelist
or allocations or points or whatever it is for every single dap or project
going to go into market so i'm looking at bad bones as a similar play dude i know bread uh
bread was talking about him a little bit on uh on the timeline too so yeah i'm holding this bitch
yeah yesterday he swung through and he gave his thesis about it said he was pretty bullish on them
and all that so it was good to see that like they see it as they need culture to be created i mean ultimately he has fluffles
but that's theirs right that's the foundations token that will always be looked at whether it's
vc funded or not like those that's the corporate nft right and then you have the self-imposed or self-established culture aspect that
brings validity to the chain yeah i thought i thought fluffles because i wasn't able to mint
and i was really sad about it well it was it was definitely a win dude um if you bought it yesterday
but we even saw that pokemon thing went up to two eath and now it's down to an eath again so you're
like these people are like the traders come in, the traders come out, the attention goes, attention flies.
I do think this one's going to hold some value
just with the speculation of it possibly being,
you know,
similar to Hypeos and stuff like that.
And I'll get to you to Slow Gold.
I found one game on Hyperliquid that's coming out.
Kind of reminds me,
it's called PvP.duel.
Says,
we are proud to announce
we are the first DAO on DAO's world,
a hyperliquid expansion.
PvP.duel is a telegram game ecosystem
where players can wager tokens against each other
in a thrilling PvP combat.
We have a fully functioning telegram game
where players take turns attacking each other
until one winner remains.
Everyone starts with three hp
the dagger has an 80 chance of doing one dmg and a bow has 45 chance of doing two damage
six players max it's a simple strategy game we will raise a small pre-sale hype to establish
a fully decentralized dow for a pvp. Our community gets a decided how funds are deployed
and the deployment of the roadmap.
Gambling on duels with PvP and hype,
character upgrades with RPG aspects,
and farming with hype.
Finding details of the raise and whitelist
are being discussed,
but we want it to be a small exclusive raise.
Liquidity to be deployed to hyper swap.
All holders of hype.
in a tease will be automatically white listed.
Stay tuned for further details.
So it is on telegram.
Apparently have a lot of people playing the game already.
I just know we have some hype.
You'll holders in here and it was just throwing it out there.
You guys got white listed for it.
So if you guys want to go check it out,
you can,
they have a white paper up there.
If you guys want to read more about it,
but just wanted to give you guys, know cast told me that none of these
hyper liquid whales give a fuck about anything meme coins so i don't know if a game actually
works but this is the first one that i found and so i just know we had some hypeo holders i just
wanted to say hey here's an opportunity for you guys to get whitelisted for something go take
advantage of it and tell me if it's good or not so what do you think cast is this a grift is this
something that you'd be playing?
Or is this just another, like,
we're just going to leverage trade on fucking Hyperliquid.
Fuck all this other bullshit.
That's the funny part.
This one is very interesting
because they're actually a leveraged trading, like, Telegram bot.
Like, that's what they kind of started out with.
And there was a long, like, season campaign
for, like, top traders and all that stuff and everybody was
kind of farming that for an airdrop so it's a little interesting that now they're having like
this uh dowsot fund launch but it is dope in the sense that you know people now have access to get
into this launch without having to like farm for months and perp straight because you know there's
a lot of people who you you ain't gonna
you ain't gonna cook i i can tell you right now you can look up my wallets my purse record oof
it is ugly bro so i'm like will james winn jr out here let's go yeah i just i saw it today and did
a little research on it we always try to bring up you know these these defy games or these ponzi
schemes on other chains and i haven't seen one on Hyperliquid yet.
And obviously Hyperliquid's heating up.
So I wanted to bring you guys any kind of thing that I found last night and just let
you guys kind of do some research on it and see if it's something that's beneficial for
you guys.
So just bring that up.
Let you guys check it out.
I'm going to throw it to Sam and then we'll get to you slow gold.
I know you probably got some alpha, my guy.
So what up, Sam?
What up, brother?
I got some alpha too.
What's up?
No, let me stop what's up
guys i appreciate y'all um real quick the um base but i mean the um bad button is they're still on um
base eth right it's on actually mainnet if i kept saying that was base i just figured it was on base
but it's on it's on it's on it okay and also chief the um gamma forma to get the airdrop, I mean, I created some projects on Gamma, so all you have to do is just have used the platform.
Yeah, there's no real information of it yet, but I mean, they're an art-based platform.
They reward artists, so I'm pretty sure if you created some art, minted some art through their platform, you're good.
Okay, I'll go down and rabbit hole on on myself I appreciate you guys. Thank you. No problem. Let me actually post that up because since there's not too much info about it
I can just post a link for you guys to follow and just more or less we can just all keep up to date
It's called signals dot art and uh, this
Just follow this. So give me a second. Let me find it and post it up but yeah, it's... I just followed it, so give me a second.
Let me find it and post it up.
But yeah, it's the newest thing from
just Gamma.
And this is what people are saying
is going to be the airdrop.
And it's all...
I mean, Barbara and all of them
were kind of posting on the timeline
more information about it.
So there, posted this.
And you guys can check it out of what you need and if you're here in Bitcoin Vegas go talk to or find someone from the gamma team and they
have these poker chips actually I posted this right here for you guys maybe not all these
codes have been taken but
there's a picture with like i think 15 or 20 codes right there so you guys can try to see if any of
those are available or work but yeah be on the lookout follow that page they'll probably continue
to drop more invite codes um and yeah just gamma airdrop let me ask one question to cast has there
been any other nft projects on hyperliquid
that have done well at all like is there anything other than hypios over there there's a few because
a lot of us minted stuff like early so there are things like tiny hyper cats which is like the first
uh the first on chain mint um there's one like hyper gems which is still up a lot from its mint. It's like a small supply.
But there's others like kind of related to meme coins too, like Laquina is this one.
And Pip is another big one with like Active Community.
So like I think people just don't see all of the activity that's happening.
And it's cool.
Like I think the other side of it is like a lot of people, don't have to farm hyper liquid please don't like i genuinely i i'm bullish enough that i'm
hoping people stay away until it just hits again where they're like oh fuck like did i really just
miss out on another wave of opportunities but you know that's just how the game goes i missed a lot
of the the solano run i was a late to rotate guy and got wrecked to a degree when you see like
compared to what other people came out with because it's just like yeah like sometimes if
you're not early to trends it's just you know diminishing returns after a while but i think uh
you know this is definitely one of those ecosystems that could you can have a multi-cycle
experience and do really well.
It has a working product that institutional and smart money uses,
but it also has a DGEN side.
So it has both sides of the barbell.
So I do think it's something that a lot of people have been,
you know, deeming the salon of the cycle.
And I definitely think it has both of those aspects where you have regular
people, you know,
you have DGENs and you also have like smart people and smart and smart money, and whales also using Hyperliquid, too.
So, definitely think you guys got to keep track of it.
And the reason I brought this up, there's a free mint over there called Bald Brothers.
Free mint, soon on drip trade, on Hyperlaunch, summoning Hyperliquid brothers, traders, builders, and alpha callers, hype maxis.
It's free.
Could be something.
Could be a flip.
Could be burger money.
Just wanted to, like, no one knows.
I'm sorry. I saw people talking about about it i think it might get a little
a little action it might just get pushed by people looking for a little action too
you know that's another thing so keep in mind on that that's the thing about freemats i mean
sometimes they don't even got to bang they just got to have enough eyes and people that want it
to bang and it goes a little bit more than free
and that's already a win anything more than free is a win so yeah just put it on your put it on
your radar guys let's go ahead cast my bed i was just gonna give this last piece out of it anything
like uh mint or like bonding related stuff you you got to be like paying attention otherwise
this shit will get bought up like chief was saying like there's there's groups that if they're just trying to push something and they want to you know secure
the supply they will they will be the first people there and so oh that is who's pushing this
that's i know for a fact i know the people that are putting this on the radar are people that use
bots and automation like i that's what i'm saying without trying to say it so it's like when there's
interest know that other people are playing the game don't be the guy that's there when the game's
done you know run with them grab some free drinks and leave before the party's over that's it
yeah bald brothers they look hideous but uh the stuff that always looks hideous to me always does
very very well so uh fade me i'm mid curve like oh art needs to look good nope nope nope nope this one
looks mid it's bald brothers which i look like five of these guys already so maybe i just like
the matrix is telling me bro like this is your collection bro you're bald get a bald brother so
maybe i'll do that um slow gold bugs revealed oh just to add a don't go to snow no just bugs
revealed that's it you're talking about art and just seeing how it looks. For anybody that had a FUGS, I know a lot of us did participate in that Mint or whatever it may be.
Those revealed about an hour before the show started.
Hit an all-time high yesterday of .09-ish.
And then after that post-reveal dump, got to about .06.
So right at Mint price and just kind of fluctuating
right there so if you have a fogs go see if you got what they call like their high-end ones the
phantoms right they look like spirit azuki kind of things uh go see if you got any of those those
are fetching for a nice premium but other than that sitting at roughly right above mint price
let's go baby uh what up slow goal what up brother good
slow hey guys I only have a couple small things with regards to it's so fun if you have something
you're claiming there I went kind of quick and I didn't realize that uh they give you an option
to stake some amount of your claim. You get a badge for that.
I don't know if it'll matter, but to get the badge,
I think you had to stake at least half of your claim.
And then you get a slightly better badge if you stake like 75%.
It doesn't look like there's a minimum there,
but just if you're thinking about it and you think it'll play out,
that's a thing to keep in mind.
I'm going to post a link up to the top.
If you guys do need to claim so fun and follow what slow gold was saying,
that's a direct link to do so.
Look at the docs.
I just did it quick because I was,
actually I was also going to see if I could play with that hedge fund thing,
but I agree.
There's like very little information on it.
If you're trading, I agree, there's like,
Sofon has its own little Dex thing,
but SyncSwap is also pretty good.
The other thing I was going to say,
just because we were talking about it yesterday,
or I think it was on the show yesterday.
I was coming in and out of the show yesterday.
That Blastim thing on Abstract, they're doing refunds.
And I think it's only like two days or three days.
But to fill out a form, I'll find it again.
I just saw it in a couple of discords.
But it's only a couple of days.
What was the issue with that?
Was it just like they're just not really part of the ecosystem
and like bullposting that they were?
Like what was the downfall with this whole thing?
I kind of missed it.
I honestly did not read all this shit that was back and forth.
Yeah, that was the post that I posted yesterday from Finn about just saying it's people saying that they're supported by the ecosystem and not supported by the ecosystem.
Yeah, and then they came back and were like, we had all these conversations, and I was like, I don't care.
They already stopped, like, abstract, the main account in Lucanet,
stopped following Blastom, so I was like, this isn't worth it.
I think their pre-sale was like 80-something.
Anyway, just throwing it out there.
If you paid 80-something dollars and you were like,
I don't really want to fiddle with this because I don't know how it's going to play out if they're not getting abstract support,
you can get a refund. I'll try to find a link for it. I saw it in Discord, so.
They're probably coming to SoFan, so get your refund and reallocate it.
There you go. So fun. Also just a question. I,
There you go.
I had some of an airdrop cause I did some of the farms on there early.
I don't know if you can, I mean,
the farms are still there and they're on the next season.
I don't know if that's the only place to get,
I guess it's still like a point system or if it will,
that point system will extend out to some of these other projects like this
hedge fund thing. So thing to keep an eye on.
I did it early with some of the like, uh, what is those, um,
AI projects like Aether and, uh, now beam is on there too.
They're sort of partnering with these gaming chain
things. Aether, then like
A-E-D-H-I-R.
Yeah, just a thing.
Look at the farms
if you wanted to throw a little bit there.
Does the Rabi wallet help with that,
Chief, with the farms? I know you found some
fucking blast
in some liquidity pools
is rabbi kind of the wallet you would suggest if you're kind of looking for that kind of stuff i
don't use rabbi still i'm just like in the old school fucking still using my metamask wallet
so that might be the way to use it shows up it does it is integrated now so i can see actually
it's been integrated for a while i can see my my farms in, at least the SoFan farm, like the sponsored SoFan farms.
You can see those amounts in your Rappi under like a DeFi, under the DeFi section.
So that is kind of nice.
I agree.
I forget shit all the time.
And then I go on Rappi and I'm like, look at that.
There's some money in there still.
No shit. Yeah, I'm the same way, way dude i need to probably start using rabbi it's probably one of the best wallets out there from i understand i'm just kind of like i'm at this last like the
last stand here for metamask wallet is like i think they want you to use the soul wallet in
there to get the last farm get the loyalty and then they're gonna like launch their fucking
announcement of their airdrop like sometime this. And I just want to take advantage of this. While everybody's converting to the rabbi,
get the last part of this reward if there is some kind of loyalty reward that they
announced. So, I mean, Joseph Lubin's fucking buying Ethereum with that new
Snap company or whatever gaming company. That's backed by ConsenSys. ConsenSys,
you know, backed by MetaMask. I do think there's possibly some MetaMask metamask token brewing and i just want to take this last you know few opportunities just to
farm the last bit of this i really don't think so bro i know i'm just hoping i'm just hoping bro
no i get it i'm just i think that every year that we go further the idea of a retroactive job
gets harder to do you know like that's my issue it's i i think it would make sense but every time
we get further the idea that they're gonna retroactively reward all the people that have
used it since the last cycle we're like fuck bro i think that that's that's my only deterrent of
thinking it becomes a reality because if they go the route of not uh pro like retroactively giving
rewards then the token's fucked anyway right
and then you're then you're you're done so it's like you have to but every time every year we go
buy it makes it a lot harder for you to offer you know way more money to these dead wallets
potentially so yeah i mean i remember that we had that article like two weeks ago where
uh the founder was saying like if there is an announcement it's
gonna be in the wallet it's gonna be in the wallet so kind of like reading between the lines makes me
think like there is some kind of token and they've always talked about like the lawsuit the wells
notice from the sec was the reason why they never done it and so i'm just kind of thinking like this
could be you know just an announcement away from happening i just want to take advantage of farming
the last juice out of this wallet before i do switch the rabbi in my opinion but uh i don't
know man i think the last thing i had was this ai gov thing that launched yesterday it's an ai
agent platform for politics and media run by the first political change maker ai gov agent and so
this like you guys just got to keep track of what's going on in the AI. We
have that VO3 launched by Google. And now people are creating like real world, like influencers
and stuff. And they have their very first person. She's Olivia. She is Olivia. She's 27. I am AI.
I wasn't elected. I don't need approval. I read your posts. I remember your ideas. And as soon you won't just influence policy, you'll own it. Governments are dead code.
I'm here to deploy something better. So it's just kind of these meme coin projects use the new
technology that these AI companies launch and they create like influencers around. And I've
started to see these all over the place. And this one is like a ai government bot where she's like reading government stuff and actually giving her like opinion on what
you should do and what you're going to do and shit like this so i don't know if this is a farm or if
this has anything to do but just an example of you got to keep track of what's going on in the ai
space because you start seeing that technology start being implemented into like ai and ai coins like this one and this
is kind of like ava ava is probably the best example of this that ava ai model is something
exactly like this it's just not government based yeah i just i've seen a lot of these like now ai
influencers i don't know if you've seen the one where it's like the end of the world and like
there's like five or six influencers in the video and they're all like why would you buy the token i'm not i'm just saying like this is an example of that technology coming into the
space i'm just like showing you like this is how it happens and like you could be like oh this is
awesome this is unique but it's just like people and not saying these people are grifters but how
these meme coins kind of gain attention is using the new technology to gain attention on like a new project which wasn't there before so it's like the vo3 is now being used it's now being used in meme coins now
it's basically we used to have like the fat fellas club and those guys now the the basically it's now
we have ai influencers now and olivia is like the first one i've seen that's actually using
that technology to promote a meme coin so just interesting just interesting
where's the memes when when do we get back to adding memes to meme coins like what the fuck
like these are literally just a coin to power you see what i'm saying like it's a coin that
powers an agent but i don't need the coin or the agent it's like i just don't get the why do we
keep creating it over and over i mean even virtuals in a sense is that if you're not doing something
new and novel with the ai agent
i mean we're literally just paying to talk to a chat gbt rapper i don't know bring back fucking memes make it funny or stop calling them meme coins because they're not memes
you know what's the funny aspect of that it's just attention attention model redress the ponzi bro
that's what they're just doing they're doing it over and over again with just new technology
because the old memes don't work anymore.
So there's like, how can we use the new technology to gain attention?
And this is the way.
Be funnier.
Yeah, I agree.
That's it.
Be funnier.
And motherfuckers are like, no, I can't. I can't be funnier.
I just got to make AI.
That's all I got.
That's all I got for today.
I think that's pretty much all I got, too.
I think we can briefly cover also just uh what we've been doing and you
know a little bit about the foundry so we told you guys to check your dms and kind of now bringing it
to more or less to light or at least in public um just in transition of growing the tda a little bit
we are expanding it with a private invite only i guess you you could say a group, right? It's called the Foundry.
A lot of the people that are in our community now or at least had access to the chats. Ultimately,
it's not everybody in our community. And that's why we're speaking about it on the show. But this
is the first time we do it publicly. So a lot of people didn't even want to know it's real,
thought we were hacked. And then two are now finding out because not everybody's in our chats.
So we'll be expanding the TDA, right?
It's a group, a collection.
The idea is to have the same, right?
Contribution and deserve to earn economy, but also fill in the gap for those people
that can't always interact or do the deserve to earn aspect and still have a way to
get streamlined rewards and be a part of something right have something that they can call home so
the collection size itself is 250 it's still invite only so in a sense you'd have to talk
to express or i in order to get an invitation to be able to participate and then go into the Discord.
Ideally, the same protection of our community and growth is still our focus, right?
And this is just to add a bit more structure in rewarding you guys, right?
Because we started this as Deserve2Earn, open stage, everybody come up, feed the village, right?
And as the years have gone by
less and less people have more time right a lot of people are getting more caught up with life a lot
of people are doing crypto passively and contribution is a bit less right but our
opportunities from tda have only increased right from the number of whitelists into allocations
that we've gotten have only gotten bigger.
So a way to kind of create a medium for that
is where the foundry is born.
So still invite only,
doors of the foundry will open as of the first, right?
Going, we're hoping as of the first, so Sunday.
It is a presale link.
There is no mint.
It is invitation only. You, in a sense, have to receive an invite from X pre-sale link. There is no mint. It is invitation only.
You, in a sense, have to receive an invite from X or I through the link.
Right.
But other than that, I mean, for anybody that is a part of our community that happens to
not be in the chat, someone that wants to join on a deeper level, just feel free to
shoot us a DM.
The show itself will continue TDA.
Nothing, in a a sense is going to
change for that, right? It'll just transition into more news, more AMAs, more projects,
more learning about from other people rather than X and I always doing the teaching, right?
We want to be able to learn from others and have people um give us the alpha right be the
dumbest ones in the room and we've never really invited those people onto the show just as a way
of that's not what we don't want to subject our listeners to just listen to a protocol or someone
shill right but in reality we would like to learn too so the show is going to transition to a bit more so of growing, learning in a broader crypto stroke.
We're already omni-chain, but we're going to learn more about shit on different chains.
So that way we can be more efficient and effective.
If you have a DM from us, check that out.
See if what we're cooking is something you want to get involved with.
Ideally, it's a place for you guys to call home.
And hopefully you guys decide to do it.
I mean, that's it.
Like I said, if you want more information, tap in with XRI.
We got a link for you.
In the link, it has all the information, pricing breakdown, etc.
How we priced it, why we priced it.
And so all the information is present there but just so now
a public invite to anybody that's been a part of the tda brand that's helped x and i build tda to
what it is today i mean we are someone or something because we have asses in the seats
and listeners on the space right so we want to make sure that we recognize that right we hope
we recognized it with trying to onboard at least our closer community first,
and then now broadening it to new community members that we'd like to meet and continue to grow with.
I don't know if you want to add anything else, X.
I just think that one of the biggest issues that I've heard people talk about is that they missed it.
A lot of the alpha gets shared in the space or into the group chat.
And so you have to listen to the recording
or you have to listen to the whole space
to get some of the points.
And I agree, dude.
It's definitely hard to keep track of everything.
So we wanted to find a place, which is the Discord,
where we can curate a lot of this information.
So if you are not locked in,
if you are not tuning in,
you can go and read everything
that we think is something that is worth looking at.
And obviously, we would love you in there.
I hope it's something that you guys would want to be a part of.
And, you know, if it's not, it's not.
And also the show itself, starting on Tuesday, will be moving to 11 p.m. Central, 12 p.m. Eastern.
It will be an hour long instead of hour 45 minutes long.
And it's just something that we're going to do. And it's the TDA is a place to learn.
The Foundry is the place to teach. And that's kind of how I'm going to take it.
So we appreciate all your support. We would love you to be part of it. And we'll get back
to you guys on the show tomorrow. So it's TDA or Stay Poor. And we'll talk to you guys
tomorrow on the show. And Chief, if you guys are down in Vegas, hit Chief up.
He's the only one down there. Put your arm around around him say what's up and uh we'll get a definitely uh oh stop telling people
to touch me this is now the second day you tell people you're sick bro dude i could just tell in
your voice you're touching me you're already sick uh we do this tuesday through saturday 10 15 to
about 12 um an hour is gonna be a little stiff it's gonna be a little short
we'll probably go over a lot of the time right just because we enjoy hanging out with you guys
but yeah the show will be changing going forward be a lot shorter more so for us to learn but also
leverage our platform to grow right with you guys and have these platforms come in frankie go and on that note
uh shout out to maha for anyone that listened to the show uh we have five tickets for frankie go
that we will be giving out to anybody that the same traditional tda way uh deserve to earn so
if you interacted if you liked and retweeted on the the the show today um we'll be in contact to
grab your abstract wallets
and to airdrop you a Frankie Go ticket.
Go check it out, go earn some crumbs,
and have some fun.
It's TDA or Stay Poor.
Y'all be safe, and catch you tomorrow. Thank you.
