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THE DAILY ALPHAβ»οΈ
Recorded: Aug. 16, 2025 Duration: 1:00:58Space Recording
Short Summary
In a recent discussion, crypto enthusiasts explored significant trends in the market, including Bitcoin's price movements, Ethereum's record ETF inflows, and the emergence of treasury companies as a new investment strategy. The conversation also highlighted strategic partnerships, innovative funding initiatives, and the evolving landscape of reward mechanisms in the crypto ecosystem.
Full Transcription
Thank you. you what's up guys appreciate you guys stopping my daily Chief. If you want to request up, I have the phone with me.
It seems like the co-host thing isn't working, but I have the phone here.
I'm up.
Can you hear me?
Yeah.
Put that back.
But, yeah, just, I don't know.
Sometimes when you have this phone, sometimes the co-host doesn't pop up until we get, like, a reconnection issue or whatever.
I don't know what the deal is, but I have the phone with me.
So if anybody requests up, I can at least accept them on this phone so yeah i'll be at home in a little bit
and i can either grab it on the iphone or something we'll see how it works i think that uh
if we if you get on the other phone i think it fucks up the network connection but
what i've noticed is there's like a network connection issue that pops up like 30 minutes
into the show and if i reconnected with the, then the co-host thing starts working again.
So if you guys want to come up to the space, just give me some emojis.
Give me some hand claps.
I can know that you're down there requesting.
Then I'll just move over to my phone and I can accept the request.
But we'll work with it.
We appreciate you guys stopping by the Daily Alpha.
We host the space Tuesday through Saturday from 11 to 12.
This is the Saturday where we do our TDA space basically every other Saturday.
So any kind of engagement, anything you guys want to talk about,
feel free to come up.
I'll add you guys up.
And also, if you guys want to interact with us,
you're more than welcome to just talk into the comments section right down there. So you want to tag us, you want to interact with us you're more than welcome to just talking to the comment section right down there so you
want to tag us you want to interact with us you know host something you want us to talk about
feel free it's right down there you guys are more than willing to participate by just using
the comment section but obviously lots of going on in the space yesterday we had like a whole
abstract space so we didn't get to talk about a lot what we wanted to talk about. So we got plenty to talk about. But just looking at
the Bitcoin price, you know, hovering around 117, 118. Yesterday, we did break above like 11850,
which was nice to kind of see. And then we kind of broke down a little bit with kind of no ETFs
kind of coming through on the weekends. You kind of see a little lull. I think I was looking
at the weekly ETF inflows this week, which are pretty fucking insane for Ethereum. Ethereum had
$2.9 billion worth of money flow into the ETF, which was the highest weekly record since the
launch of the ETF, which is GG's, man. that's pretty that's pretty dope and then bitcoin was like one
third of that i think they had over 560 million of weekly etf inflows so this week was definitely
the week for ethereum you saw all the treasury companies kind of going berserk msr whatever whatever, PSMR was doing pretty good. I think Sharpwood. Yeah, dude.
It was dope, man.
So definitely kind of E-season.
And I was listening to, I think it was the ton,
the guy that's running the ton treasury,
the vape I think is the ticker.
And he was kind of explaining that,
what we've been talking about,
that it's actually more beneficial to actually buy these treasury companies than the underlying underlying asset.
And he just started to go into a little more technical with why the stock is way more volatile in the upward swing than actually the coin itself.
And there's a lot of things you can do with stocks. Like for instance, when you're buying ETF, right? Which is basically just buying spot ether Bitcoin.
You're just buying the, what the price is, right? And that can go up, which is pretty nice, but with a stock. And when you trade an ETF, you sell the coin. So you buy an ETF,
you buy the coin, you trade the ETF, you sell the coin with these treasury companies.
It's actually like a debt position. And say that
you sell Sharpling doesn't mean that they sell ETH. And with a lot of this stuff that is opposite
of Bitcoin, there's actually staking rewards that you can do that you can actually generate yields
on these assets and then use that yield to actually buy back the stock. So you see a lot
of these stock companies like Apple, Google, well well they'll do buybacks of their own stock which you can't do
on an etf and you can't really do like vitalix not going to buy back east they typically sell it
and so on top of that you can do stock splits you can do all kinds of stuff to kind of manipulate
the price upwards for these stock companies and this bsmr i think it's up 7x
in the past two months which is the east one by tom lee which is probably one of the fastest
growing stocks uh in the past like year and then microstrategy on top of that um if you look
anywhere annualized like roi is actually outpaced nvidia so you're starting to see kind of this
start to triculate down the curve and like this
TUN one, which I don't think you guys recently seen that Coinbase Ventures is now involved
with TUN.
And a lot of people are suspecting that they're going to start listing TUN because this hasn't
been actually accessible to US citizens for a while.
TUN hasn't.
And I really think that this vape one,
which I think they already got like a billion dollars
under control,
was maybe one of the fastest ones since like Sharplink.
And so this Ton one,
I felt like I've been talking about for a while,
which I think it's like this kingdom,
forget what it's called, like kingdom ventures.
Like the fact that now these stock markets
and these Wall Streets are using these as proxies, forget what it's called, like Kingdom Ventures. Like the fact that now these stock markets and
these Wall Streets are using these as proxies, just having a stock that trades, like that has
exposure to crypto, there's a lot more money that can flow into that stock or people that actually
have access to a stock that has in crypto. Like when you think about trading crypto in general,
there's probably, you know,'s probably you know let's say
let's say it's a hundred million people that could trade crypto but people that have access to trading stocks it's probably 10x that so the amount of money that could flow into a stock
is way more and then you have a lot of these people that don't actually have access to ton
in america that are now going to be using this stock as a way to get exposure to ton before it gets listed at like Coinbase or Binance US. So I'm actually pretty
interested in this ton one and just kind of seeing the ways they can manipulate the stock
by buybacks, by staking ton to earn yield, and then use that yield to buy back ton. I think you're
going to start seeing these actually outproduce the coin and be similar to like you buying dogecoin are you buying pepe like the sharp link stock is up 7x in two months like name a coin
that's a shit coin that's up 7x in the past two months so starting to consider these yes they're
stocks but these are easy ways to multiply your gains how is the how is that going to work i guess
for for tax reporting purposes when it comes down to the on-chain stocks?
Is it almost going to be similar, almost the same thing?
I mean, obviously.
Yeah, I was like, I'm not sure that you know.
Short-term, long-term?
I don't know if you've seen or heard of anything, you know, in that sense.
I would imagine it's similar to how you're dealing with crypto.
You have, like, the short-term capital gains and the long-term capital gains tax but i think on the way up i rather be invested into sharply
sharplink or bsmr than ethereum but on the way down i rather be invested in eth than sharplink
in my opinion so i think that might be kind of like alpha. If you are just going to put your money in. The only thing is, like, stocks blow up faster, bro.
But they also have the levers that they could push if there's volatility on the stock, right, Chief?
Like, you don't have that in crypto.
So yes, it can definitely trade under value or under what's the position on the book.
But, like, say that a stock goes down 20%
of the day, they have like these little levers in the stock market that like they stopped trading
it because it's too volatile that day. So like they even have that going to their benefit, but
I don't know. I'm thinking if you're just like, I think I'm just thinking like,
say that you're just a normie user and you want to invest in ETH. I actually might think it'd be smarter that you invest in Sharplink or BSMR than actually ETH just because your multiple will be
more than what ETH could give you this cycle, right? Like you're getting exposure to ETH,
but you're also getting exposure to all the manipulation you could do on a stock.
Plus this is trading over what their book value is. Just because they have a billion
dollars on the book doesn't mean that it's actually trading two to three X what's actually
how much money they have on the books, which is what Michael Saylor's reinvented.
I think the difference between a Bitcoin treasury company and saying Etherton is that the Bitcoin
treasury company doesn't have any way to do staking yield. And I think that's some kind of unlock. It's a new way to kind of generate revenue
to actually use that money to actually buy back the stock itself, which Bitcoin like treasury
company doesn't have the access to. So I don't know. I was listening to some guys, the guy on
Ton talk about it. It was kind of just unlocking my mind a little bit. And then just kind of the misconception
of these treasury companies are going to be the way that the market blows up. Well, I kind of
thought it was similar to an ETF where say I sold like an ETF, the ETF has to sell the coin.
But with the treasury company, it's money managed. So just because I sell Sharplink doesn't mean that ETH sold.
Yes, it can go undervalued and it can be trading under what's actually,
what's on budget or what they actually have on the books,
but doesn't mean that it creates a cascading event.
They can just, you know, do a convertible debt
and just buy back their stock and then pump the stock again.
So just because I sell Sharplink doesn't mean that they sell the ETH, right?
They can go in debt on the ETH,
but it doesn't mean there will be this casking event
like we saw, like if everybody sells ETFs at the same time,
then that ETF coin, like Bitcoin or Ethereum,
gets sold onto the market,
and that creates a casking event.
With the treasury companies,
there's not that such a that kind of risk.
And then the people in charge of the treasury company
can actually do things
to actually
manipulate the price back up, split stocks, buy back burns, or not buy back burns, just buy back
their stock to actually move it forward. So I don't know. It's pretty interesting. That's kind
of what everybody's doing these days is these DATs, these digital asset treasuries. We've seen
the one that was rumored by Joe McCann that's going to be coming out for soul. Basically backed by Galaxy
Digital Jump. And what was the other one? I think it was a multi-colon capital, which there's going
to be a new one coming out probably in the next two to three weeks. That's going to be one that
buys a billion dollars worth of soul. And it's going to be the first billion dollar soul DAT,
which I think all of them right now, I don't know if it's the ETF
or it's the DAT. Do you think these people are going to be parking their money though? Like,
well, I mean, not parking, like utilizing their money, right? Obviously parking is the natural
default for most of these treasury companies, but like, are they going to dabble in DeFi
in that sense, right? Are they going to put, let's just say that 1 billion to work?
Because I think that that's ultimately the fundamental difference as well. Yeah, you have the tokenization aspect,
the worldwide access, you know, like other, I guess, perks. But the reality is, is you have
access to certain, I guess, yield mechanisms, right? Or even just Ponzi, so to speak,
utilization of capital that are controlled by smart contracts,
right, which ultimately we don't do these in Web 2 because those have people in the middle.
And people are good until they're not, right? At certain level, I mean, it takes X amount,
whatever that number is that someone just risks it all. And so I think that that's the biggest
fundamental difference is now you can go down almost not necessarily super risk curves, but you can start putting money to work and not
have to depend on if Billy Joe had a good day at work today and if we paid him well, right? Was he
happy with his review and his bonus and hopefully he's going to send money to the correct spot?
Right now it doesn't matter. It's done through a smart contract and you don't really have to worry about your money having at least the key man risk aspect right if i've had a billion
dollars of soul and i could stake it for 12 i would take that stake if i was these companies
like if i was this uh one that's going to be ran by galaxy digital and uh jump capital and
multi-coin capital if i had a billion dollars of Sol and I could stake it for 12%, I would take that reward or whatever that staking reward that I would get that month,
and then I would go use that Sol to go purchase more Sol or buy back my stock with the money that
I made from that 12%. So I think it's smart if you have that much money to go-
Or even becoming a validator, right right opening up doors that they didn't
even know you had right oh you just want to park you on minimal risk okay well spin up and
be a validator and you just eat off of the fees and transactions and things that get pushed through
you yep so i mean a billion dollars at 12 like what is that chief and that like 120 million
dollars a month or some shit like i don't know dude
that would be a year a year yeah yeah yeah this is my bad yearly but yeah and then break that
down into a month but yeah it's like one percent so like what is that like a hundred like a million
dollars 100k yeah yeah a month roughly and then the total out to your 1.2? I mean, that's... Yeah. Yeah.
Yeah.
I just thought it was just interesting
listening to people trying to go into it
and talk about it a little bit more.
I thought I kind of unlocked it.
Because we always suggest people,
oh, buy Bitcoin, buy ETH.
Those are the best assets.
But maybe a safer way to get more return
on your grandparents' money
is to actually tell them to go invest in Sharplink or BSMR or do this one vape that's in the Ton Treasury.
And something I didn't notice is that Coinbase Ventures is now part of the roadmap for Coinbase Ventures.
So that's been a big thing that's prevented Ton Price to go up was the fact that, you know,
Pavel got arrested, this and that.
And so the fact that Coinbase
is now involved with this,
I'm thinking there's probably
some kind of roadmap
where we're possibly going to be able
to get exposure to the Ton here
probably in the next year or so.
And like Ton has 4 billion active,
I mean, 4 billion users, I think,
which is like crazy.
It continues to grow.
And they were talking on there about what happens if Ton actually launches their own stablecoin.
Like you would have, if everybody was able to, they have a wallet now.
If everybody was able to put $1,000 into a Ton wallet and it had 4 billion users,
they would have the most distribution of a stablecoin more than Tether.
That would make $4 trillion.
If everybody put $1,000 into their TUN wallet
and 4 billion people use it and it's $1,000,
that's $4 trillion that is now being parked into a TUN stablecoin,
which would be more than Tether or any of the other stablecoins.
So I think the fact that TUN has this massive distribution network, if they ever launch a stablecoin, which would be more than Tether or any of the other stablecoins. So I think the fact that TUN has this massive distribution network, if they ever launch a stablecoin,
now, like if you're talking about who's using the stablecoin the most, that TUN stablecoin,
I mean, $1,000 per wallet is kind of like, okay, pie in the sky. I don't think everybody's going
to put $1,000 in. But if T Ton ever did that with the distribution network they actually have inside of the Ton ecosystem, they're going to be competing automatically with Tether and USDC
as having the most used assets under management, most basically used stablecoin in the space on
day one. So it's kind of like something you maybe will start seeing more and more as these stable
coins actually popping up. And it makes me think of like four billion users how many users does x have like i don't think it's
at four billion maybe it is but like now with these x payments would x ever launch their own
stable coin you started seeing metamask launch their own stable coin it's starting to like become
a competition you start to see stripe circle how does we chat do it because that's
ultimately the the route that x is trying to do right and become is we chat so how does we chat
do it is it similar to like time and telegram where you buy stars or like on reddit where you'd
buy like their native currency i'm not actually sure i'm not yeah because i mean ideally that's
the goal right and i think that we can interchange the word stars and stable coins.
And I mean, they're pegged to some type of monetary value, right?
Regardless of what you're using and what you're playing on, even if they convert it on the
front end for you, it's already there.
You know, it's worth a certain amount of dollars, right?
I think it's just verbiage when you can start utilizing the word stable coin. And it's like, well, why do we need to use telegram stars where you can just say you got
ton bucks, right? Or you got ton dollars or whatever it is. And it's like a terminology
that you're a little bit more familiar with. But I think now if you go down the marketing aspect of
it, there is a psychology connected to this right i mean when it's not
automatically associated with a currency not by name or by form people spend it differently
right because it's one thing if you say hey you have one ton dollar you're always going to compare
it to a dollar it's another thing when you start going into well you got 50 stars you're like well
what the fuck are stars worth oh i don't know't know, but I got 50 of them. So it's like that confusion aspect is
something that's played on and preyed on by marketeers, right? But I think that that's going
to be the only deterrent is that it does change the dynamic for how people see the money, right?
It's the same thing with Starbucks. like starbucks one of the starbucks's
biggest revenue is leftover money in the app right and and gift cards that fucking expire
so the minute you start figuring out a way to kind of one aggregate all of this that they can
see it all and then two you put that the a it's actually worth a dollar or some x amount you're
gonna have people care a little bit more than they did before.
I think like the stars of the XBs was just to get around like SEC Wells notices.
Don't you think, Chief?
Like it was kind of like a way in the past four years,
you're not insinuating a cryptocurrency or value to this,
but as a way to make sure the SEC didn't send you a Wells notice.
And now with stable point regulation, you can kind of like lean into,
okay, now we have a digital dollar.
We don't have to be around the bush like this.
We actually have something that can actually-
No, but that's what I'm talking about.
They like beating around the bush, right?
The ambugidimity, fuck, I always have, whatever.
The fact that it's ambiguous makes it hard, right?
Because you don't really know what you're getting.
If I tell you you're getting a dollar, you're going to go and you're going to count a dollar.
If I tell you you're getting 25 stars, you're going to sit here and you're never going to really know.
But you're going to keep doing it. Right.
For example, like my wife scans the fucking receipts, bro.
I tell you guys that all the time. I don't know how much she gets per receipt.
If I knew that it was worth one cent, I could physically do the math of how many receipts
she have and go try to check some paper and be like, yo, what's up? But I can't. And we don't
know how much it's worth. Right. And I think that they play on that because she's still scanning
receipts thinking that she's working her way towards something. So yes and no. In our world,
we want the clarity because it's like, what are the rewards and how do I achieve it? But then
again, these are marketing companies, right? All this money that they don't spend that make it easy for you to
take from them they get to spend on someone else and take from them yeah right so i think that
that's the issue too it's like yeah this is cool if you want to be transparent but if you don't
and a lot of your revenue or money comes from motherfuckers forgetting oh last thing you want
to do is make it easier for them to remember you know that makes sense um i was just thinking
more about just like big money in general i think big money be like whales people have lots of money
wall street are like fucking stars save that shit like i'll just go somewhere else and the fact that
now you have something that they understand which is like a stable coin and there's actually legal
uh framework behind it i think when you're talking about new participants and like big money coming
in, I think it's a lot more understandable that this is a digital dollar and I'm not accumulating
useless stars. Because like you said, people forget about it. And when people actually want,
and they don't even know what it's worth, but when you actually want new people and actually
big money to get in, you actually want it to make sense and that them some kind of sense of security so
they're not losing their money and they're not forgetting so i'm thinking if we're thinking about
the next four or five years i think actually converting from stars to a digital dollars
makes something that's more pattern match similar to you know something they're used to and makes
people more comfortable than investing in stars in my opinion but and then obviously you can have the stars convert into their own stable coin
you know so like having something that it can convert to is not out of the question too like
you could do the stars or xp thing but you can still have a stable coin and say okay four stars
equals one dollar that's a quarter you know and it's that kind of way so it's just interesting
way how it's happening i don't know if you saw saw this, but Ronin is transitioning to a layer two by 2026.
So the Ronin blockchain originally created on Axie Infinity plans to migrate from standalone layer one structure to become Ethereum layer two network by the second quarter of 2026 the shift will expand ronin's scope beyond gaming to broader applications while reconnecting
with east growing institutional ecosystem so they tried the whole layer one um
guess it didn't work out and they're like we need some of that tvl my guy
i'm trying to even get how that works i mean ideally
they were running an evm stack, I guess, to begin with.
Yep.
You know? And so like you were technically not an L1 anyway. You were always, I don't know.
That's why I'm so confused. I mean, I'm not too well versed in like Ronan's technical stack to say that, hey, it was an EVM.
Like it was like optimism or, but it's like in my mind, what you just said, it's like optimism saying, hey, I'm going to not be an L2
and I'm going to go be an L1, but I use your guts.
Then that automatically makes you an L2, you know?
Yeah, I mean, that'll be kind of cool.
It was the talk of the town in terms of being the gaming chain, right?
I mean, you had Cybercoms, Genkai.
You had Axie. You've had the Beacon.
You had all these things go over there
and try to take that dominance or beat and build on Ronin.
I think that ultimately one of the bigger issues now
is that a bunch of new players are on the scene, bro, right?
I mean, you got Sonium with backing from Google itself
and Google Cloud.
You got Abstract, which is taking a lead right now
in this gaming aspect,
these hyper casual arcade style fast games.
And so you don't really need to go to Ronin
as the gaming chain anymore, right?
You got AVAX with producing subnets
for some of these quote unquote,
like flagship and title games.
You got Godzilla splitting off and going.
You know what I'm saying?
Like all to a new chain as well.
So it's like everyone has figured out a way to not choose Ronin.
I don't personally think that going to an L1 or saying,
hey, our transactions are now going through the ETH validator instead
is going to ultimately make that
much of a difference. It will make it easier to onboard devs. It's like, Hey, you can just
program as if you're programming for any other EVM chain. Right. And that's really all it is,
but you still need the devs. You need the interest. You need the people.
So I don't know my opinion. It's like a grasping for straws. Yeah. I think I see that everybody
is going with gaming everywhere but them.
Like they had that attention and then everybody left them.
Yeah, I have a lot that I think about it is like I have some banana in my wallet
and I need a Ronin to like sell it or buy more.
And I don't have any Ronin.
Like it definitely prevents me from buying more banana because i don't have any i don't
know where to find ronin so that's one thing and the fact that now you can be ronin eth i think
it's a lot easier to convert like base ether or ethereum base eth into ronin eth and then now i
can play with banana or whatever they're going to build that's one thing why i think it might be
beneficial because no one knows where to get ronin i think it feels like it feels like ton to me
like where the do I get ton at?
Anybody got any ton?
I think it's the same thing with Ronin.
So it kind of prevents new people from coming on.
The second thought I have is gaming in general.
Like Axie Infinity created this thing,
the best P2E game ever created.
Like, there's never been anything like it ever since.
And it just kind of makes me kind of question
if gaming is dead. Is it ever since. And it just kind of makes me kind of question if gaming is dead.
Is it ever going to revive?
Now that you have basically Ronin converted to E2.
Well, I mean, you got Gabe.
Gabe's in there.
Digi's back at 2Eth.
And that's another thing, too, in just talking to people.
And Axel from our community is pretty well-versed in this.
I don't know if you're listening
right now but it'd be dope if you come up and talk now i think about it i don't think i've ever
heard him talk anyway um apparently like the broader ecosystem right this idea of decentralization
when it comes down to gaming is something that we would want but ultimately like that doesn't
really function in a game economy right i mean, if you have someone go and take the rarest swords and that guy happened to just be early, like that was the only advantage is that he found the game early.
And so he gets to corner boy for the rest of eternity.
The swords that doesn't really make sense.
I can make sense for us because you're like, hell, yeah, I want to be the guy on in the fucking swords, you know know, or hell yeah, I want to get a sword and be the guy that can sell it
way more expensive further down the line.
But as the game creator, you're like, well, I'm stuck now.
I mean, the sword was needed to go beat this boss.
If no swords are available, if everyone's priced out,
that means that they're not going to beat the boss.
They're not going to play the game.
So you're forced to either introduce more assets
that are now going to piss off the guy that owns all the swords.
Right. And so you're just stuck.
And so the idea of this enforced royalties and the forced centralization aspect that Limit Break is taking.
Right. With DigiDiAQ. Because they haven't built a single fucking game.
I think they have three smart contracts or four contracts.
They just released like an AMU or whatever like i don't know what they just launched did you
see the new limit break thing that they're building yesterday uh i think no i didn't see
it was like an aam or some shit oh an aam yeah i think so well yeah that's what that's what
they're doing like they're creating gaming infrastructure right they're basically saying
and creating all the rails to if you want a marketplace tap into this contract use a marketplace
it gives you control cool if you want a smart contract for asset creation tap into this smart
contract right here it gives you programmable royalties you can set a dynamic by like xyz right
so that's in a sense what they're doing is trying to create a plug and
play version for brands and companies to come in and start utilizing all the different pieces of
the infrastructure in order to build out a web3 game yeah i mean yeah makes sense it just depends
on like i guess the people inside digi are okay with that i mean I don't know if they'll ever come out with their own game.
Maybe this is all needed for him to come out with his, like, his own crazy master fucking dope game.
But at the end of the day, too, it's like, I think without all of that and with what our current landscape is in Web3, you can kind of try to cater it towards your audience.
you can kind of try to cater it towards your audience.
But the reality is this audience isn't the people that are,
you want to play your game forever or the people that will be playing your
game forever. You know, like you just got to admit that to yourself.
Like these people are here for money. They're here for opportunity.
They're going to try to take advantage and squeeze the juice out of the
apple or the orange. And that's it.
But how do you appease them and make it through them?
So players, right. It's really gotten gotten that down that's the issue you get yeah and just like going back a little bit back to ronin the fact that
they're kind of pivoting like if you read that we'll read it a little bit it's like
uh blockchain originated from the plans to migrate standalone the structure become the network by second quarter will shift and expand the ronin space be beyond gaming to broader applications
while reconnecting to east so like broader applications i think that they want to get
more into defy they might still want to get into more maybe uh you know be able to trade
like perpet like perps on there and i don't think that being having a ronin layer one being able to trade, um, like perpet like perps on there. And I don't think that
being, having a Ronin layer one was able to kind of build that infrastructure that would give you
like high TVL. Maybe they want to launch their own stable coin because yeah, they don't have deep
enough liquidity. Yep. Like that's the issue. You know, no one came in there and have deep
enough money to run perps, right. Or to even validate the chain enough for money to slide
through it. so it's like
you said like they need to be able to tap into tvl and not only that but investors that are willing
to deepen the liquidity pools on the chain itself you know oh what was the biggest but then again
that's where yeah go ahead my bad good i was gonna say that's where you get like uh stargate and stuff
right that's the those kind of stargate are in different liquidity providers, Lombard, just
stuff like that, right?
Which are made for you to be able to plug and play services for money.
Like, Hey, I want to be able to tap into the money that these guys have.
And then they offer you a service.
But if you're your own L1, you have your own custom, you need your own custom, like basic
tech.
You can't tap into any of that shit.
Right. your own custom like basic tech you can't tap in any of that right and so that's another problem
too is they can't even grow how any other regular ecosystem grows as an l1 just checking the phone
see if there's anybody requesting up no but you guys if you guys want to request up feel free to
request up and we're talking about some stuff um i was thinking like what was the biggest downfall
of um axi infinity in general was just like the two tokens, a smooth love potion.
And I think this is something that's tried to have been solved for ages now, like three or four years, is having some kind of asset that doesn't fluctuate with the market.
And that is kind of the gaming currency for all the games.
And like when you go back to, you know, a layer two, I don't think it's out of the question to them launch their own Ronin stable coin. And then all the games that are built on there actually have a stable asset that they could
trade with that doesn't fluctuate 30 to 40% based off the market. So now you have like real people
that actually want to play and the people don't leave once like the currency, like Jackson Infinity,
people are making 30 to a hundred bucks a day. And then they left when that smooth love potion was down to 30 cents. And now they're only making 30 cents a day. So
maybe Ronan launching their own blockchain, they can create DeFi liquidity, then they can create
a stable coin. Then anything that's built on that, you know, that blockchain is actually,
you know, secured by a stable asset, which would probably bring more retail and more like confidence
into the games that they're playing that is play
to earn so i'm just trying to think about that too like could they launch their own stable coin
like everybody else is and then that could be like the main currency of choice for like the
blockchain which would kind of help kind of the whole uh p2 game um infrastructure so that was
kind of something that i saw i thought was interesting and i was kind of figuring out like
does this have something to do with fucking Cyberkongs?
I don't know.
You saw, like, they said the real journey begins now.
I was like, okay, what's the real journey?
What am I missing?
Obviously, we've been on this fucking,
this thing for a while with Cyberkongs.
What are they doing?
I think it all leads to Banana.
Obviously, we've heard that.
They've kind of seen a lot of these NFT projects from 2021
kind of revive recently. And we've kind of seen a lot of these NFT projects from 2021 kind of revive recently.
And we've kind of got into this happening.
And I think it has something to do.
I don't have something to do with Ronin, but it definitely has something to do with their
currency banana and kind of undervalued in my opinion.
I think you could swap it on OpenSea.
I've been trying to buy it.
I don't have any Ronin to do so.
So definitely underutilized, underfarmed.
And everybody knows the whole lore behind CyberKong. We don't need to report it. We definitely underutilized, underfarmed. And everybody knows the whole lore
behind CyberKong. We don't need to report it. We don't need to fucking tell you it. But CyberKong's
gone up in price recently. And on top of that, it looks like they're going to continue marketing
whatever they're doing next, which will probably bring some more volume to their NFT collection
and probably their token banana. So I'm going to bring that up. Chief, I don't know, you pinned
some stuff up. I don't know if you wanted to talk about the G Monad thing on Testnet.
And then I wanted to ask you about that bid auction that happened with Snowfro yesterday.
I just wanted to get your thoughts on it and maybe do a little more deep dive into that game.
Yeah, I just wanted real quick.
I just posted the Monad thing just because, you know, we were talking about what, how are, you know,
everything's on test net over there.
They're kind of gatekeeping.
Everything's like fucking hundreds of thousands of fucking mon and shit like
that. And basically they're just saying that, um,
that's what you'll get paid. Right.
So they're going to be taken care of.
I think that that's just something interesting to think of.
Um, and then I'll put, you're talking about the snow throw thing.
Yeah. The snow throw thing.
I've seen people talking about like the throw yeah the snow throw thing i've seen people
talking about like the zombies were going for like one e some people aren't uh paying attention
to this current collection because it's used for the game can you just like give a brief rundown
of what lift is like it's a game obviously there's some kind of it's more nuanced than just like it's
a bid auction where you could bid and you made a 2x on it if you can just like maybe articulate
what it actually is and what it actually does yeah so it was a game i've been following crypto gorillas uh breakdown of it all
right um so it was an open blid platform let's give you a heads up
um so basically the it was an open bid platform right you could go you could bid anything you
want um what people didn't really realize is that you would get your money back right and so you
could have just bid early over bid you could have bid an eath and then just received your refund
right it's just the dutch auction aspect of it a real dutch auction um it ended up closing for 0.234, right? Which is incredibly cheap for a snowfall piece, especially minting it.
And the main reason because is the website went down and broke, right? When people were trying to
mint at the last minute, get their bids in for the last five to 10 minutes, the site was just fried.
So if you didn't act on it when the the rappel was going if
you didn't just put a decent amount bid and kind of let it work its way up uh you would have been
out of there right and so that was basically the issue um with that and so it was immediately
trading at a 2x right at a 0.5 floor price and then um slowly uh the rares are getting scooped
up etc so i'm gonna put crypto gorillas right up top
uh he explains it pretty well in terms of uh it being a game that you have to more or less log in
all the time well not all the time like daily uh kind of a tamagotchi style virtual pet and you can
level it up right and as you're going if you fail to log in one day it does die and i think that
that's the difference in like the the length and times and some of these and the rarity aspect of
it so i'll post this right now um and he even talks about that specifically the days to win
trait uh which will you allow you to complete the art in 30 days rather than 90 so we've had people
we had people in the foundry discord that
had a 40 day and so basically the lower the amount the easier it is to win because clearly
it takes less time so just something to keep in mind too if you are trying to participate in play
you're about a day late but you can pick one up yeah i saw the price was up to like 0.5 right off
the bat and then it's where is it at now i think i got down like a 0.3 sort of it's 0.5 right off the bat. And then it's, where is it at now? I think it got down like a 0.3.
Let's see where it is.
It's 0.30.
I can definitely see these rebounding.
Like we saw like the killer acid piece
like a week and a half ago.
It shot up to like 0.24.
It retraced down to 0.16
and then it fucking popped off to 0.24 again.
What do you think about these, Chief,
just trading wise?
Do you think like if you wanted to pick one up,
is this a good time to buy? Do you think it has a bounce on it like when maybe people start
playing the game you think that brings more attention to it i mean it's interactive uh in
that sense right so it's like do you want to play a game art blocks haven't necessarily been popular
over the last couple let's just say months to a year so it's just something to consider in that
sense that it's more than just buy an art block and that's it you know yeah it makes sense oh it definitely
looks interesting i was kind of a victim of getting in early on or getting on late on that
i saw you talking about i was like okay i'll look at it i went in there probably like five to ten
minutes later i'm like all right let's see this and then i try to fucking do the bid and it wouldn't
let me bid and i'm like fuck because i've been oh you mean like put the bid in late i thought you meant you bought on secondary late i was like
no bid late because i got burned by bids a long time ago and i was like i'm just gonna wait until
like the last 10 minutes and see where it is and then if it's looking good then i'll do it i was
like it looks like it gets to like 0.35 0.4 and then i kept smashing the button like i guess
everybody else was doing the same thing i was doing and the site fried so i was like dude and then i had fomo yesterday so should i buy this at
0.4 should i buy this at 0.37 and then i kind of you know slowed down took a breath and now it's
at 0.3 and i'm saying like every time like oh i'm not watch watch listings right i think that that's
the best thing and when it comes to art and art specific pieces to me is i just watch listings, right? I think that that's the best thing when it comes to art and art specific pieces to me
is I just watch listings.
I'm watching if attention is there and people are accumulating on the down low.
And then sure enough, you'll see supply squeeze.
It's not even attention, it's just supply squeeze.
Yeah.
And that's kind of heating up as hot.
People are talking about this Cerebro fucking NFT. Everybody's talking about, apparently, if you have an Ethos score over 20, 2000.
Oh, Cerebro.
Cerebro was, yeah, that's what we talked about here.
It's Mavericks AI trading platform.
Well, it's not a trading platform.
It's a management platform, right?
It's a wallet management platform. Well, it's not a trading platform. It's a management platform, right? It's a wallet management platform. Yeah. And so, um, basically if you were utilizing it in test net,
then on into main net, if you're currently subscribed to it, cause you can subscribe
to it monthly or yearly, um, you can then in a sense, uh, participate for the PFP.
Cause these are going on secondary for $ 500 a piece for whitelist right now
it seems like it's hot like everybody wants one i don't know if it was very hard to get them
yeah that's what i'm hearing yeah it's just really hard to get them because of the fact that i mean
one not because of nft boy was the guy like doing collabs, but it wasn't necessarily just giving out. In that sense, they're hand curated communities or people that were actually subscribed to the platform itself.
So the last kind of hope in order to get it is the Ethos score of 2000 plus plus or the NFT validator, right?
The actual asset itself.
Yeah.
So, I mean, you can go buy one for 500 bucks
right now i don't know if that's the top or not what was the last time we saw that i think that
they have enough money in a sense to not to say like money to push this through but they do have
enough money to people don't necessarily have to sell for pennies right i think that that's one of
the interesting aspects of it because i mean it's maverick maverick's lore if you guys don't know was a collab manager for kaiju and then ran
collab managing and uh was like a core contributor to what's it called meme land so comes from a
decent line of like investors and mvp MVP from mainland and stuff like that, right?
So a good group of people will be buying these or have these in their wallet.
So I'd possibly be looking at an entry immediately after Mint and then move from there.
Yeah, if you can get whitelist, you'll probably be cooking on this.
I guess the other one that everybody's...
Yeah, if you get whitelist, you'll get...
This is definitely a cook, bro.
I can see this at half an E, conservatively.
You know, and then if the art looks any decent or whatever, then you can have some fun, you know?
But yeah, conservatively, I see these roughly at half an E.
Okay.
And then the other one that, you know, everybody's talking about is this JPEGs NFT.
2001 called it back, and it's a 5,000 supply free on ETH mainnet.
And the typical NFT KOLs are getting all honoraries, which I don't know if that's a good sign or a bad sign.
If I was an NFT project, I'd be giving these guys honoraries too because they get a lot of people to get focused on and paying attention to this.
But it has like Tropo farmer retweet um it looks like it's like an i don't know if this
is a previous collection or a previous you know community that's doing running this but everybody
loves um eth everybody loves free mints and uh i think it's jello i think it's Jello. I think it's Jello from Minted. Jello's the other founder from Minted with Ali.
Jello had been drawing doodles for these last couple,
publicly on the timeline for a while now.
I mean, they don't look identical,
but they do look very, very similar.
So you guys can go check out Jello's profile and see.
But he posted a lot of these before,
probably about a month before this
mint even started catching stream and traction so yeah i could probably see it coming from that
kind of not necessarily cabal but that group right and we'll do very well too especially if it's free
i mean it'll more than likely be bought you think these are the guys that are known for doing
the bots so i don't know if that's a good thing or bought a bad thing maybe on secondary it's good
uh for initially because you know they're gonna fucking buy secondary and probably sweep a million
of these because it kind of detect no they just don't list that's the thing about when you when
you get a collection that's heavily botted right the beauty of that is the main people trying to sell are not are the people that didn't
buy right if the botters can get all the regular people out then they can slowly list and ladder
their way out into the normies right and from their bots into regular people's hands so ideally
that's why you see if a collection is actually like has demand and is minted out, it's going to run. You can go sweep immediately
the floor if it just got bought it. Why? Because these guys are about to be out multiple ETH,
right? Or multiple soul or Bitcoin, whatever the fuck. Because if everyone thinks the floor,
they got 50, 100 of these assets. Like they're the ones that are actually going to lose it. So
it's in their best interest to not break the floor it's in their best interest to keep momentum flowing
right and so that's where you see like listings that's why i always look at listings a lot of
these are drip right they'll do five they'll do ten and then they'll stop so you'll see little
walls and stuff like that and it's them just trying trying to get off of their money, you know?
Because you can't go and break it if you bought it, bro.
I mean, you're the one that's going to get fucked, not anyone else, you know?
It definitely looks like there's going to be some interesting myths that week.
I don't know if this is next week or if it's in a few weeks, but I think Ciro...
I got the Cirobro one and this one might be going next week, which will be kind of what everybody's looking at.
I posted up to the top. This is a Bitcoin mint.
You got the bozos, right?
They've already been around for a while.
They have a rune.
And so they're starting a one-of-one kind of PFP mint.
It's 100, small collection, so it should relatively do well.
No information as of yet.
You can kind of reach out for collabs and go down that
route um but for now this is um yeah this is on bitcoin side of things right there are things
cooking over there so um next somnia right we talked about this we've been putting you guys on
first and foremost you can go claim your Asomnia airdrop.
Register yourself if you did participate. You have to register yourself.
A lot of people didn't do what Iceman told people to do like fucking last week.
Right. It was just proved that you're not a civil. And the timeline is in shambles, bro.
People that are like, I got hundreds of thousands of interactions over a year
of test net four seasons of farming this and that and you had to prove that you weren't sybil and go
do xyz last week and so everything and anything related with somnia is fud right now of people
just posting screenshots you know hey i had hundreds of thousands of points, this and that and nothing.
And then on the other hand, you have the people that did it all and were kind of, I guess, on top of it, posting like 50,000, 100,000, like they're going to get a fat airdrop,
especially if no one else is getting a slice of the pie. So Omnia is the biggest Cato leaderboard
as well, currently at a 5% of their circulating supply is going to go out, right, and went out to people.
So you can register to receive it and will be going out.
So all the information is pinned up top.
And I mean, more or less, if you're in this eco, you kind of know of everyone just bitching and complaining.
And so, yeah, this is their post up top.
Not only do you receive your airdrop, but it's vested among for 90 days, right?
The earliest of 90 days.
Sorry.
If you complete missions and continue utilizing the platform, you are drip fed every week, your allocation.
And if you stop, well, it takes longer than 90 days.
I think it's, you know, i think a year or some shit so you
can earn your airdrop back faster if you continue to use the app or the application or you can just
leave it there once it comes time and it'll slowly unlock itself over the time span of a year
you see moonbirds up to like 3.7 heath bro yep and mythics finally made it caught up mythics 2x since we talked about
them on the 0.25 i thought it was um they're at point yeah they're at 0.4 i thought oddity's got
at the 0.25 yeah so everything's really moving on that end um there's also a another mint on
um since free mints are the talk of the town right now, I'm going to post this
for you guys. It's literally a list of fucking 10 different free mints that are coming on
from all different blockchains and opportunities for you guys. Go twerk, go grab your pom-poms,
cheerlead, do whatever you need to do, right? It's always good to have the opportunity to mint doesn't mean that you will or that you have to um what else oh and then this platform uh it's i guess socialify i mean i really don't know
how what to call these things anymore a new dap um it says how much is your time worth i've been
seeing a couple notable airdrop farmers start to utilize this or at least start to register themselves and
get on the database. So go check it out. I don't have a referral link for you. I didn't do it,
but I know that people are, and this could be something. So it says key points. Once you claim,
your claim points play a major role in our project for the upcoming redacted actions within our
ecosystem. By inviting others through your
referral code both you and the participant receive a hundred thousand points bonus
your position on the leaderboard is your chance to enter our ecosystem
by completing social tasks you can earn more why time uh and move up the leaderboard go check it out
so if anyone's interested go peep that i mean it's a new social fly app and it's
like it engages your your twitter and kind of just tells you what based off of your interactions
people that the quality of your posts and stuff like that what you should be quote unquote charging
people to talk to you or interact with you, right? What is your time worth?
I think SocialFi is cooked, bro.
Right now.
There's too many, too diluted.
Like, Z, I feel like they lost their opportunity to, like, do that whenever you got his account suspended.
And now, like, isn't that coming?
I thought it was supposed to come today or tomorrow or some shit.
I think they postponed the announcement last night or some shit.
I'm like, i don't know is
social file like a bear market activity it's kind of a way for like people that have large
followings to kind of generate cash while nothing's going on and now when we're because they
can't trade fucking bum yeah so i'm thinking that now that we're kind of in the market where there's
lots of opportunities you have perps trading we have volatility i think that socialify in general
kind of uh bleeds out because that's kind of like when nothing's going on and there's no attention
everybody just you know the main kols talk about socialify because their metrics make them money
and that's why everybody pays attention so i don't know man it's kind of feel like they kind
of got played out and zeet like i know zeet's the one that everybody's talking about they got i think
they have bread guy and vo as like advisors and then you see grind at like five bucks or four or four million dollars I'm
just like even if they do launch something cool would people actually give a fuck right now
uh it kind of feels like that whole meta just even the launch pad met it's kind of getting uh
like virtuals no one's talking about virtuals anymore like oh i finally was able to get my money out of that shit bro i
that was a painful ass 90 days it was fun for the first month and then when all the drops and no one
started using virtuals anymore you're just stuck and i feel bad for the vader mfers bro you notice
that they're all gone all those people that used to bull post vader on your timeline let me tell you a little
something virtual is allowed for variable time staking right so when you staked your virtuals
you chose the amount of time vader minimum was one year so that's why you don't see these people
they are down extremely fucking bad and their money is still not available to them.
And it is a slow bleed to zero right now.
So and unfortunately, with the way that the flywheel was for virtuals, the main way to get points was ultimately talking about virtual staking virtuals, etc.
But Vader was the second biggest contributor to that.
Your overall points allocation to bid on agents.
Right.
So a lot of people have money invader a lot of people are stuck for the next let's just say eight months and that's why
you don't even see a peep about that shit yeah and then kato on top of that dude like we were
kind of like at that moment we're like it's too over farmed on kato you guys should use the
virtuals and then we were kind of like oh there's a three-month locking period? It's like, I don't know if that's safe, bro,
because by the time that everybody's on this one,
probably the momentum's gone and definitely felt like that.
And even Cato kind of changed up their whole dynamics.
I think they're announcing a public sale soon.
The Rise chain to the Capital launchpad,
the sale will also go public to eligible U.S. users
alongside eligible countries
on the 18th of August.
It's basically a fixed FDV of $200 million
and Target raises is $2 million.
Max offering capsize
is about 4% of the total supply.
And then vesting is 50% at TGG
and 50% six months after TEG.
And then previous investors,
Galaxy Ventures, Vitalik buterin stanley ketchoff
and more latest round valuation is at 100 million december of 2024 and minimal and maximal allocations
is 1 000 to 250 000 so i don't know man you see vitalix invested in this do you get in if you're a cato user i don't know i don't know
could be like something i mean they don't give two shits bro they're getting people to pay them
for boards still yep and it's like the nft you know the nft itself is dropped in price too bro
like everybody's expecting that yappy bear to get you eligible for airdrops and all this stuff and
now those things aren't even eligible for anyirdrops and all this stuff and now those things
aren't even eligible for any of these rounds and shit so it's like now you see people that have
rocked the yappy bear now flooring that shit that thing's down from three eat under like 0.75
so it's like man i know you have to change with the market but like i don't know man kind of
seems like even we had like the bags app, like, the flash in the pan.
And now everybody's fudding the fuck out of Bags because he didn't promote the fucking ticker on the fucking Aiden Ross and Mr. B stream.
Yeah, pump.
Well, the thing about Bags is cool to a certain extent, but Bags is also you kind of, like, just bat, bro.
Hopping in someone's fucking backpack and you know riding their work because it's like if i find
you do a cool tweet and you're the funny mfer i could just be the little roach that goes and spin
up a coin and just you know what i'm saying in a sense get residuals and participate and get money
and just be like hey expresso i know you want to claim this money bro i know you want to claim this
money and you're like i don't even want a coin to begin with you know like the beep boop kind of scenario we had to get the coin across a certain market cap
to claim the fdv of the token's trading volume or whatever remember like a ding-a-lings yeah but now
you don't have to do that now like i said now if let's just say 10 grand is enticing to you i'm not
telling you you even got to talk about the token.
I just say, yo, log in with the app.
But me as the roach gets to eat off of you logging in with the app and me saying, yo, look, Espresso just claimed his fees.
He fucks with Bag App.
He fucks with our coin.
Let's get it.
And, you know, and I'm dumping on him effers heads.
Right.
But once again, I didn't even do nothing.
I'm not even the coins.
Not because of me, Devin. You you know it's because literally uh it's money that's how bit
cloud got started i don't know if you remember big cloud basically they had this they were
supposedly going to be like the next twitter and you basically can designate buying like justin
bieber's handle and if he claimed it you're basically to sell that for like an nft price
or whatever the handle and like oh he claimed
the handle and everybody would sell the fucking the handle and then the fucking user wouldn't
even fucking use the platform and that's why it got flooded out to all hell and it kind of seems
similar but just with a token just like a liquid token so i don't know man people are stretching
the game trying to figure out new ways to build launch pads and kind of redefine and recreate the Ponzi scheme.
And they do have like little flashes in the pan.
I hear people are talking about this Heaven Dex now.
It's getting back to like FDV of where the presale got in.
And now people are trying to promote this because they got big bags in it.
They were down like 40% off launch.
So I think next week you're going to start hearing people move from Bag App to Heaven Dex.
And it's just going to be this all over again, bro.
So get used to it, I guess, right?
Until we get some new shit to talk about, which I don't know, man.
I'm kind of surprised there isn't more.
I don't know.
I'm saying there's not as many.
There's plenty of opportunities.
Just like I'm surprised that corporations and companies actually have been using this price action to
actually promote like a new, like a TGE that's coming out,
like a new airdrop.
Like I haven't really seen something that's actually made the trenches a lot
of money, like Laudio or something like that in probably the past two to
three weeks.
So I don't know.
I know there's like free mints have been kind of the meta.
Some of these launch pads have been kind of the meta, but it's kind of surprised that no one took the advantage of the past two to three weeks. So I don't know. I know there's like free mints have been kind of the meta. Some of these launch pads have been kind of the meta,
but it's kind of surprised that no one took the advantage
of the past two weeks to say,
hey, we're coming out with the TGE airdrops next week
or something.
I think, you know,
we can maybe think about Pump Fun announcement next week.
It is August 19th next week.
And you know how Alon loves the letter nine.
And people are speculating this is going to happen on July 19th.
So maybe next week with kind of Pump Fun now taking over Dex volume or taking volume in general over Bonk again and now as the leader.
You've kind of seen the marketing kind of rise.
Maybe there is an announcement of some kind of PumpFun airdrop next week that could be eligible for users or something.
Or maybe they actually have to.
Yeah, you got a host connection.
But yeah, it works out because we're coming towards the end um i think that
just one thing that i mean i can even kind of almost like last words to sit on what if airdrop
season doesn't necessarily come back because platforms have now realized that they don't
have to give you money they can eat off of the fees right and they could eat off of these just
oh these buybacks and these sharing the rewards. So technically you don't have that one big airdrop.
You can just reward share with people
throughout the buildup, you know?
And so no more payout,
no more worrying about how am I going to deal
with everybody dumping.
If they're getting dripped every day,
then you're good, you know?
That's a good point.
And I try to reconnect,
but yesterday I tried to reconnect and we rubbed.
So we can just end it.
Oh yeah, no, because I was just thinking about
like those axiom, Padre, all this kind of stuff.
It's like, yeah, that's cool for them to give us some bread.
But at the end of the day, if they're like, bro, I've been giving you bread every day when you claim rewards.
You can hold some of this token and get less or more rewards.
And that's it.
Like there's no need for that airdrop or that injection anymore.
Right.
Because people are already using this stuff.
So I think that that's
ultimately going to start to change too, when we get into bigger protocols and just expansion of
the ecosystem. I agree. And then I got one last piece of alpha to close this out. We might end,
so just make a click. I don't know. I just reconnected. Yeah, it's pinned up to the top.
It's a free artment on mainnet. It's being overlooked. Go do what you do. Go twerk. Go try to secure back.
Appreciate everybody for coming out to the TDA Tuesday through Saturday, 11 till about 12, 1230.
It's TDA or Stay Poor. Show us some love on the threads. That's how we grow. That's how we also
get more opportunities for the TDA. And then also shout out Sam.
Sam is our winner for this week for actually engaging on the thread and participating in just the space itself with interactions like Bookmark, etc.
We're giving a bit X away.
So we'll get that to you, get you set up, get you online, get you mining some Bitcoin and the possibility of hitting the block.
And X, you surprised the fuck out of me, bro said the other day was 16 000 users brothers 23 was it 23 000 it's 2300 i fuck up with my my letters they're my numbers dude when
i say 16 000 i'm in oh no i'm saying it's so little yeah it's so little like it's actual
because yeah because 16 000 payout would be a couple.
I'm dyslexic as fuck, bro.
I'm dyslexic as fuck.
Yeah, at 1600.
No, for anyone that was disincentivized, I just want to say like it's more than a couple
hundred bucks if we hit like with the amount of people online, it's a couple grand, right?
Like four or five G's.
So it is worth just running for minimal energy or whatever, and just helping decentralized mining.
So shout out to Sam.
Appreciate the love.
Appreciate you always supporting Allison TDA,
the foundry,
everything you do,
my man.
And we got more opportunities and a couple other prizes that we're going to
keep going and continue engagement with.
So appreciate y'all.
See you guys on Tuesday.
It's TDA or stay poor or catch you guys in the foundry.
Y'all be safe.
Peace out, guys.
I'll talk to you guys on Tuesday.
You guys have a great issue night. Thank you.
