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THE DAILY ALPHA 🎮
Recorded: March 5, 2024 Duration: 2:15:52Space Recording
Full Transcription
After you're done recording, you want to like and retweet it, that'd be great, too.
After the show's over, Allison obviously does a thread wrap-up, so if you're listening
to this and you want to see everything that we've talked about, go to Allison's Twitter,
and it should be there.
So I appreciate you guys for tuning in, and I pinned up Trills Weekly Alpha since Allison
didn't do one yesterday, so that's up there.
You should like and retweet that also.
And then I think Chris's, Solana Chris, IMSO, is back in sponsoring the space today, so
we'll get that paperwork out of the way, and then we'll get forward with the combo.
So you want to do that, Chief?
Yeah, pinned up to the top.
Shout out to Chris.
Shout out to IMSO once again.
IMSO is a cross-chain interoperable ecosystem between Solana and Bitcoin, powered by the
Evolve token, which you can find on the BirdEye app.
So we've been talking to you guys over the last month about Bitback Valley and everything
that IMSO has cooking up in terms of the Solana side with the Endless Runner and the minigames,
and then now the Low Supply Ordinal.
So TDA did have an allocation for those.
I saw today in the Discord that he finished up with a whitelist collection, so I got it
pinned up to the top, a little brief preview of what the actual Ordinal looks like, and
then Chris will be by later on in the show and kind of give us a breakdown of what to
expect, because I know that in minting the Ordinal itself, you get qualified for airdrops
for the token and for a couple other things in his ecosystem.
So shout out to Chris for sponsoring the TDA.
Yes, sir.
Shout out to Chris.
Shout out to Chris.
Appreciate you for helping us build out this dream, man.
So appreciate that.
But yeah, I guess the news of the hour is Bitcoin, you know, possibly hitting that all-time
high.
I don't know what Oracle we're looking at or what all-time high actually is.
I know a lot of people say 69,420 is.
A lot of people just say it's 69K.
So I don't exactly know if we broke all-time high, but I heard a lot of people are just
saying, like, we're selling this bitch once it hits this.
I mean, all the news networks, you know, all the webs, you know, DGN News and all that
kind of shit, they all just posted that we made it.
I mean, not DGN News.
It's probably a little less credible.
But what's the green one?
Whale Watchers?
Yeah.
Or Whale Gurus or whatever.
Whale Gurus.
That one and Bitcoin Archive, BTC Archive, was the one that also said that we hit all-time
high.
So let me pin that up to the top.
I mean, like you said, it all depends on what Oracle you're using and what you're comparing
it on.
But I mean, ultimately, we will have an official, like, all-time high or not.
But...
No, 100% we do.
Because Bitstamp marked the all-time high.
I was here, right?
And you were, too.
November of 21.
Bitstamp marked the all-time high at 69,000.
And Bitstamp hit 69,200 and something today.
Okay.
Yeah.
That's why.
Because I'm like, Bitcoin Archive, and all, like, the Bitcoin-related pages I follow
said the same thing.
So even if, you know, Coinbase or none of them tweeted, we got it up top.
Yeah.
And, like, now that people sold off Bitcoin, now we're kind of looking at, like, the cycle
down, right?
So people are speculating an ETH ETF, and that's going ballistic.
We have the Dinkun upgrade on the 13th.
So a lot of people are speculating that the next trade is actually Ethereum.
And a lot of the Layer 2s are kind of pumping.
And then Solana is up to $1.41, which I took an 8x leverage on Saturday.
And when it was at $1.28, and right before the show, I closed it.
I'm just trying to get in a better job of taking profits.
My mark was at $1.45, and I just said, hey, I'm in profit.
Why don't I just take it here?
Hey, rotate to Chainlink.
That's what you've been saying forever, bro.
You should have just rotated to WIF instead of fucking dealing with Chainlink.
You would have been up, like, $40,000 more.
I can't leverage trade WIF.
I can leverage trade Chainlink.
You can go on Drift and leverage Chainlink.
Oh, not a lot of liquidity.
Well, yeah, Chainlink, I guess.
But, yeah, I had the Jupe trade last week.
I think I profit, like, $170.
And this one was in profit, like, $180.
So I'm just, like, trying to get better while leverage trading and taking profits and stop, like, being a moon boy.
So that's been profitable.
But, yeah, ETFs are going crazy.
Fucking BlackRock owns 170,000 Bitcoin.
Michael Saylor owns 190,000.
And he's already talking about how he's trying to do, like, a $60 million raise or some shit to buy more Bitcoin.
So BlackRock in less than, like, a month and a half has almost already accumulated as much Bitcoin as Michael Saylor has done in the past four years.
Which is fucking crazy, if you think about it.
So there's a lot of demand.
A lot of people come into the space.
I think Binance broke yesterday.
The Coinbase app got up to rank 45 yesterday.
This is probably going to be blazed all over your local news.
So I don't think you'll have to go contact your family and talk to them.
I think they're going to be contacting you here pretty shortly.
And, like, yeah, this seems pretty euphoric.
But I think a lot of us are just really poor.
So this is euphoria, you know.
Like, we're like, we're euphoric, we're frothy.
I just think a lot of everybody was really poor during the bear market.
And now we're kind of rich.
So I think it feels like euphoria.
But I think we're just getting started in this bitch.
So it's going to be interesting, especially when we get to all-time highs.
Like, and there's no, like, resistance and, like, support levels.
Like, how people are going to TA this.
I guess they're going to use Fibonacci's and 618's and kind of do the Elliott waves to kind of show support and, like, where we go from here.
But once we get past 70, man, it's like, who knows where we go.
Like, it's pretty crazy.
Once we broke out of 65K, there really wasn't a lot of resistance.
We haven't been up there for that much.
So that's why when you see 69K and everybody's saying it's going there, it's just kind of a self-fulfilling prophecy at this point.
So pretty exciting times, man.
And then, like, obviously, Ordinals of the Weekend went fucking berserk, which that's crazy.
Now everybody's over at Ordinals.
So I guess we need to move to the next fucking play, I guess.
I don't know.
Everybody's on Ordinals, bro.
I sat there yesterday on this frog nose thing on Inscribe now for the whole fucking day and couldn't even grab one.
Like, I hate Inscribe now.
I hate mints on Ordinals, but I love Ordinals because it's such fucking easy money.
But now that all the Alpha Callers and everybody's over here, I think it's going to be a lot harder.
And it's going to be a lot harder to mint shit if you don't got a whitelist.
So, man.
Yeah, but TDA does have whitelist for the next cook on Ordinals, don't you?
Yours, obviously.
Yeah, yeah, yep.
But, yeah, I mean, Inscribe now is a fucking shit show, man.
Like, Jesus Christ.
There's bot modules for that page.
I don't know why y'all keep going.
I mean, like, yeah, I don't know.
I think pushing the ribs back to back to back to back is a little tough, you know?
I mean, PMB was good, and I guess motherfuckers got greedy.
Like, fuck, how you miss Puppets and PMB, and then now you want to launch the frog version within, like, two days.
You didn't even let, you know, liquid recover or people or sentiment build behind it, so.
We had the Pepe Nulls, too, bro.
Like, Pepe's are just coming over to Ordinals now.
Like, we haven't done it 16,000 times on every fucking chain.
Now we got them on Ordinals.
So, they're all derivatives.
They have a low ceiling.
Low ceiling, low floor.
A lot of shit's going to go to fucking zero.
Pick your winners and just sit in them.
And, like, I was contemplating, like, what should I do with my node monkey?
This is fucking crazy.
And I think that, like, during, we learned a lot last cycle, is just find the things that are the strongest in the market and just sit in them, and those are your trades.
Like, if you would just bought a Ford Ape last cycle and didn't flip in and out of it and just sat in it, it was the best trade of the cycle.
So, I'm thinking I'm trying to identify winners.
And don't be too, not turn my brain off and just sit in it and just wait for, like, all-time tops.
Like I said, I'm kind of in a bullish hodl.
I'm not in the position to be looking at charts all day.
So, I've made my positions, like, two or three months ago, and I'm just sitting in them and waiting for, like, what I consider it as a top.
And typically, bull cycles are 400 to 500 days.
And if we're kind of calculating that out, that's somewhere around late summer of 2025.
So, yeah, you can take profits.
I think I'll probably take profits on a few altcoins and stable up so I can have some money on the dip.
But a lot of this is just sitting and waiting and just, you know, you should have conviction and just holding this stuff.
And a lot of my bags, I was just looking this weekend, and, like, I had goals.
For this bull cycle, and I've already flown past my goals of, like, getting out of credit card debt, you know, buying a new car.
And I have, like, if I sold everything, I would have that already.
So, I'm just kind of like, all right, like, everything's good.
Everything's, you know, I made some good plays.
And now it's just kind of catching trends, trying to get a little bit better at leverage trading.
So, I can, like, kind of leverage that.
But, I mean, it's been pretty nice to kind of be in this market, the whole bear, and just kind of put your bets where they are and just kind of see that kind of coach's fruition.
Like, pretty crazy, actually.
And then on that note, too, it's like the cycles of rotations have been pretty much similar, right?
I mean, I think that in the next quote-unquote meta that we see after this whole art rotation, which we had a pretty decent art rotation over the weekend, right?
From Floraforms, Bitblocks, 3X.
Floraforms, I think, 2.5 or almost 3X as well.
So, we saw Bob get a little bit of volume.
So, all the generative works were starting to fly again.
And then, typically, after we get to this whole art rotation, we transition into the sat meta, right?
Cursed sats, rare sats, unique sats.
That's how it's been for these last couple of, at least for the last year or so.
So, and I'm also starting to see more and more people start pointing out obvious plays that, you know, maybe aren't so obvious.
If you're somewhat new here, which is the fact that cursed inscriptions, right, into this whole narrative.
There's only about 70,000 of them that will ever exist, period, in the history of Ornals, right?
And you're starting now in that blast to start getting that come around of, are Satoshis important, are they not?
And then with the closing of all these new and the rare sats and unique sats at Sotheby's today, I think that that'll really kick that meta off, right?
It'll really kind of double down and solidify it.
We've seen a couple of sweeps over the weekend as well on uncommons.
Think about pickups of about 50 to 60, so maybe an uncommon mint's getting ready to come.
So anyway, man, I'd just be on the lookout for that, that whole rare sat, unique sat meta, cursed inscriptions versus blessed.
I feel like that's probably the next wave that we're going to move into, and I can kind of see the inklings of it starting.
Just remember, not all cursed inscriptions are expensive.
You can get some cheap ones, and they're actually from notable people.
So go ahead, Tio.
Yeah, I don't know.
My ears always perk up when I hear rare sats, but if anybody wants some small alpha on rare sats, everything else is pretty much noise besides for uncommons.
Like Chief said, I would say to stick with alpha on commons, which is like the first Bitcoin in the first set and the first Bitcoin of the first in the in the block.
And there's supposed to be like 800 or seven or 800,000 forever.
And uncommons by itself should be one per block, which is going to end up being like 6.9 million at the end of all Bitcoin blocks or whatever it is.
So there's going to be a big difference eventually for uncommons and then alpha uncommons.
So I think everyone should grab some alpha uncommons.
They're like 175 bucks right now.
Yeah, it seems like the rare sats and stuff is turned into like the coins on ordinals.
And that's kind of the next question I had.
And I know I kind of think I know Chief's kind of narrative behind this.
But why ordinals are so successful right now is because on every other chain, you have DeFi and you have coins.
So this is really tailored, just like if you want to participate on ordinals, our BRCs are just Bitcoin in general.
People aren't participating in BRC20s anymore.
There may be a few plays that people, but the majority of the volume is just on ordinals.
And then ordinals, it's a very like tailored amount of projects that kind of people FOMO into.
But like if you're on ETH or SOL, like you're also participating in NFTs and also like the shit coins on there.
So a lot of liquidity is stuck in one sector.
So like when we get to runes, do we need to kind of identify that the liquidity is going to start getting more and more spread out and maybe take some profits before that happened?
But I know Chief has the narrative like where do the winnings go?
Like, you know, I'm saying like so people are going to make a lot of money on runes.
Are they just going to put it in Bitcoin?
Are they going to cycle it into winners and ordinals?
So I kind of like wanted to hear what you thought about that, Chief.
And I think that's kind of how I felt about it, too, is like.
I think there will be a short term like liquidity like spread where like you'll see NFTs drop, but then runes will kind of peak and get you fork.
And then people will take profits and cycle it back into the winner and ordinals is kind of how I think it will be.
But, yeah, the new shiny toy, I feel like it's going to like really diversify the ecosystem a little bit.
So what do you think about that, Chief?
We've been having we've been seeing it happen.
I mean, slowly but surely, there's not going to be many accessible or financially reasonable OG collections.
Right.
They're starting to consolidate.
And if you don't consider it and look by the metric of floor price, but look for the metric of number listed and you can actually see the difference that consolidation is happening.
More and more people that have been in this space are just doubling down on their bags.
I mean, if I already have a couple of booze, what is it to pick two or three more lower my average?
Because booze not going anywhere.
And my original thesis was to invest in them anyway.
So I don't know.
It only makes sense to double down.
Right.
So that's personally what I've been doing.
I've just been, you know, anytime I get some type of profit or anything like that, I set the money aside to make more.
And then I cycle the profits back into an established position because now I don't think you should be chasing and looking for the next one.
Like, I don't care what's on inscribed now.
I don't care what's, you know, the degenment of the week.
It's kind of either your bags are packed or they're not.
And your sats are valuable.
And the fact that there's so many more people in the mall means that not every booth at the mall has something good to sell.
Right.
Before it was a smaller mall, we knew all the vendors we could, you know, approach and shop carefully.
But now it's a bunch of new faces.
And in a sense, it's good because we get new participants and new product.
Right.
But sometimes you can even see it with the metadata issues that we've been having.
Right.
People are just rushing to put whatever they want online.
Traits are fucked off.
You can't find it through Magic Eden.
I don't know, man.
So more or less, in my opinion, it's just going to cycle right back into the OGs to the point of there's not going to be OGs left.
And even the OGs that are now not talked about or liked so much or cared for, let's just say cared for instead of liked, they're going to be cared for because they're going to get to a point where you're going to want that provenance of them being OG.
And you're not going to really care about whatever drama or intricacies that founder or a community a year ago had.
Right.
Unless they're just flat out fucking just dicks.
And I don't think we have many of those just in the Ornals community.
Right.
So I don't know, man.
I'm going to cycle.
I've been cycling everything that I have doubled back down on the actual artifact aspect of it.
I think the DeFi is cool and fun.
But at the end of the day, these people just want somewhere to spend Bitcoin.
Right.
Ultimately, that's what we're finding.
The idea of making more Bitcoin is cool, but a lot of this is just speculation.
They just want somewhere that they can spend Bitcoin and feel safe.
It's that it's in Bitcoin.
So I don't know.
That's kind of my thesis.
And I pinned up to the top what I was mentioning on the the curse inscriptions.
There's only ever going to be four hundred and seventy two thousand hundred thousand.
After that.
No more.
Right.
Never again.
So a little under half a mil and then regular blessed inscriptions are going to continue indefinitely.
So if any of this matters, if you're into provenance and stories and, you know, Bitcoin theology or whatnot, I would look into cursed inscriptions and just acquiring some established collections that have cursed inscriptions.
Most parent, most parent, all the children are cursed unless they went through a extremely tough process.
But, yeah.
100 percent.
And maybe like the runes meta is going to start pick up here.
Maybe R6 could be a speculative play in a lot of these other minors now that runes is a little over a month away from happening.
So I think that speculation is going to start heating up again and we'll see what happens.
I would imagine Vbytes will go up once runes happen and do it already up like it's already started.
Yeah.
Already started.
The speculation's already started.
Such a forward thinking space that, you know, you try to catch trends and you look at the chart.
It's like, man, it's already up 20 percent.
So I think that's about to start all over again.
And like I said, I think Vbytes, it's just going to be like shit coins going off on Ethereum.
It's going to be pretty expensive.
And I think that's when you're going to start seeing people looking for solutions for Bitcoin.
And you guys know where I stand.
But what up, Tom?
What up, man?
Thanks for coming up.
How you doing, bro?
I know you just ran a space.
So yeah, man, what's going on, dude?
Had to join the fucking one of the best shows there is on Twitter, dude, or X app.
Y'all crush it, man.
But yeah, dude, I'm curious what y'all think R6 is going to do here because some people are saying the price should decline as we get closer to having.
But I'm not, I'm not, I'm actually seeing, I think maybe the opposite may happen.
Oh, yeah, bro.
The opposite is going to happen because like just say you sold, say you've had your R6 the whole time and you sold it.
Doesn't the person you sell to still accumulate all the R6 that you mine?
No, you get to keep, you know, you get to keep what you mine already.
Yeah.
So yeah, like, so like, yeah, it's not like you start all over when you purchase the R6, right?
So you basically get all that shit.
No, no, no.
When you buy one, you start at zero.
Oh, do you?
Yeah.
Yeah.
But, but, but as you get closer to the having, it, it mines more.
I think it's a, I think it's a good play.
Um, I've been, people have been asking me about it.
I think it's kind of like a long-term, more long-term play where, yeah, maybe the runes
when it comes out, isn't like, oh, I'm a, I'm a little lot of, you know, I'm a little
underwater, but I feel like if you just let it continue the mine and you give it time,
it will be like one of those passive, those passive profitable, uh, you know, things like
a deep end, right?
Like where you're like, once you get out of underwater on it, like it's like a good 20 bucks a day or
something like that.
So I think it's a good long-term strategy personally.
Well, the way that it'll work is after the runes, after we get to the happening, they're
going to basically shut down from what they've explained.
They're going to shut down the, the R6 miners and the actual miner themselves will be more
so a lottery ticket for a percentage of the allocation that's left over.
Right.
So that's the thing that everyone was talking about and kind of why, um, I'm guessing you
heard that people would be dumping them, Tom, right?
Because they're like, what's the point of holding it?
If all I, if I've mined it, mined it all the way up to the day, I no longer need this
asset.
Might as well dump it because what are the chances that I'm going to win the lottery
for the bigger chunk, right?
And each one of your R6 are a lottery ticket for the bigger chunk, like an entry.
And so that's really the reason of if you want to sit here and mine all the way up to
the top and try to sell your miner right before the, the quote unquote, the bubble pops,
you can do so, or afterwards you keep your R6 miner and you're inside a raffle for a bigger
percentage.
I think it's actually like a huge fucking chunk of the overall pool of, of the miners.
It's either like five or percent or something like that.
I can see if I can find the actual numbers, but that's why some people are debating on whether,
you know, they're, they're going to try to dump it a couple of days before one or two
days.
Or, I mean, depending on what your entry cost is, you might as well risk it for the raffle.
If you got them relatively cheap, so.
Yeah, I don't know.
I think all of that was like considered.
I think it's, it's probably a cook.
The more, the more people I talk to, the more people I hear and how much they have, it's,
you know, the people that have conviction on these have 30 or 40 of them and they're just
holding, you know?
So that makes me more bullish on them.
And then not only that, but, um, the speculation is that it's going to be like the main room.
Right.
And it's kind of, it seems like the homies have already decided that's going to be it,
you know?
So, you know, another thing that had me bullish on it is I was thinking the PMBs, right?
So the PMBs, when the PMBs came out, they like 10 X or more than that, 15 X.
And, and the reason that is, is because the most people that got the PMB bags, um, were
for free, were the puppets and the OMBs.
So like, um, the people that got the, the PMBs, the big bags had those, you know, got
them for free.
And, and then the other people got in for so cheap, it gave it a chance to like run up
and the group of people that have them are like diamond hands type.
So I think that's kind of the same crew that have the R6.
I honestly, like, I think it seems to me like it's obvious, like it's kind of the same
crew.
So it makes sense that that rune would probably do pretty well.
If it's not even the main rune, it's going to most likely cook in my opinion.
No, I do.
I do only, I do have eight and I, I, they were airdropped to me.
So just putting that out there, I do have eight.
I did have like seven or eight more and I've been flipping and getting in and out.
No, I think on that note too, it's like, it's not about whether it'll be the rune, right?
But it's about whether it has contentment or staying power to be a rune.
And just the people that are involved with it are definitely, I mean, from what we saw
this weekend, right over there in Denver, just talking to NFT boy and seeing how his
position is and just a couple other people that are in the space that, you know, aren't
as necessarily vocal or try not to be right to, to not get that title of influencing someone
or anything like that.
Um, cause you get put in some type of position when you're a KOL or whatever it may be, but
the majority of people that are in the ordinal space, more or less are bullish on not only
runes, but our six specifically, um, you do hear a little conversation about the other
ones that have came out, right?
Runes guardians or anything like that.
But just with kind of Bitcoin ethos, the first is first.
So our sick is the talk of the town since it was the first one.
We also got one more, we got one more added to the, to the Kentucky Derby.
We have fucking Leonidas is coming out sometime soon.
So just because he's dropping in, he's a big, you know, influencer.
I feel like a lot of people will be good, dude.
Don't talk about it.
It just starts the conversation all over again.
A lot of people just came into ordinals in the past two weeks and they're like, just
learning about ordinals in general.
They haven't heard anything.
They probably don't know anything about BRC twenties or runes.
So they're going to get like a lesson and it's going to, they're going to start talking
to their friends.
What is runes?
What is this guy just airdropped a hundred thousands of these things.
What is this?
So I feel like the conversation, yeah, we've had it a lot, but a lot of new people are
here and this is going to be the first time they're actually learning about runes.
So I think the, the whole, the our sick minor thing is going to start being kind of
talked about more and the tension also drives price.
So I think that's, you know, that, that conversation is going to be, you know, refreshed
when this airdrop happens because a lot of people are going to get it and a lot of people
are going to pump their bags.
So I feel like the, the meta is going to start all over again and a lot, everything attached
to a rune is going to start pumping into the having.
Go ahead, Tom.
I was just going to say, um, chief brought up rune guardians.
That's, that's, that's actually a great bring up just because currently rune guardians is
like one 10th of an R6, right?
So if you think if you, or let actually less, it's like one 12th or 13th, something like
that.
Anyways, if you think rune guardians are going to open up at that, um, like one 10th or
one 13th or whatever of an R6, whatever the R6 opens up at, you're wrong.
So I think that's another, um, buy opportunity too, uh, as well, the rune guardians, just
because that's like a cheaper entry and, uh, it's just way undervalued right now.
It's something that's slowly been cooking.
So I just want to say that.
The people behind our sick are the people behind the rune guardians.
Have you heard that?
Have you heard that?
I know.
I know that that it's for sure not.
Yeah.
I know.
I also know both.
Yeah.
Yeah.
I was like, I know that they're behind the rune guardians.
So he told me before the airdrop, but he's a, he's a giga brain OG in the space, bro.
I fuck with narco heavy.
Um, he was around back in the swamp spaces, onboarding people.
And his only goal was just to get people involved with, uh, ordinals and kind of understand,
uh, digital artifacts.
I think that Leo's just a good, uh, you know, call as well.
I think his is set up a little bit different instead of a minor, it's a base allocation of
runes, right?
So everyone that gets a stone gets X amount.
Um, ultimately he hasn't described or, or, or explain any kind of the gamification on
it, if there is any, but from initial explanation, it would just be a base amount, like a fair,
right?
Free and fair for everyone.
There is no, uh, you get more or starts mining at a different day.
It's you get, you know, 500 tokens in this pack kind of thing.
Hopefully there is some type of gamification similar to the R6 with, you know, the little
symbols and some type of rarity metric, uh, some waiting, but due to how fair and true
and, you know, wag me and everyone's going to make it kind of approach.
I think it might be just flat out across the board, but still pulling 1600 OTC right now
per, per allocation.
So we don't talk BRCs that much in OXBT is pivoting the rooms.
It's up like 10 or 15% since the announcement.
I heard a lot of people talking about farmer Joe's token pups, uh, and just talking about
how it's at all time highs and how it's a good BRC twenties.
And people are kind of just like scared of BRC twenties.
Now that runes are approaching, if it kind of loses its luster, like a lot of people are
speculating, you know, if runes comes out, does already kind of lose its novelty of being
the first, you know, BRC 20.
And, and, uh, you know, I think farmer Joe's, this pups token is interesting because it's
kind of related to, I guess, Bitcoin puppets.
Um, is, are you guys interested in buying BRC twenties now and that we're not approaching
runes, even though there's like a bullish person behind it and people are building and
prices going up, are we kind of staying away from BRC twenties?
I didn't even know that farmer Joe officially claimed that token.
Uh, he airdropped those people and he was the original creator of the token back in the
day, but he's not like pushing the pups token as the creator of the token.
From what I know, he was just people are talking that he's the founder.
Yeah.
But that's the truth.
That's what I'm clearing up.
He is the creator.
He created it and airdropped it to all holders of opium as a troll back in the day, but he's
not like the active standing on a soapbox saying pups is going to be the greatest thing.
You know what I'm saying?
Like, I feel like people are using his name and I'm just clearing that up.
Um, but I don't know, dude, I think that the BRC twenties, I talked to Delmo this weekend.
He was over there at the word house and that was really cool to kind of just see his insight.
And I asked him in a non kind of bias approach, um, what he thought, right?
What are the purposes or where he filled that these would each fill and, you know, not,
not verbatim, but more or less, he was saying that, uh, runes for one, um, he's like, how
are we getting people to create shit coins who have never shit coined in their life?
So that's that, uh, that was kind of his idea about runes, but he feels like the fact that
they are UTXO based opens it for specific applications and allows you to do things that
you can't do in other applications, right?
Versus the envelope lace or the fungible way.
So it's actually just going to be two different styles of, of quote unquote shit coining or non
fungible tokens.
One will be used for specific use cases, which could be primarily for maybe enterprises and
businesses, right?
As the way, just due to the structure.
And the other one will be used for more of retail and individualization for, um, kind
of governance or whatever it may be for like a token wise, right?
Can I speak on this real quickly, chief?
Yeah, go ahead.
So when I look at runes, I see this opportunity to actually kind of build a layer on top of
what we already have as base assets.
So, you know, we are launching the tap token alongside some of the bitmap value utility and
the ordinals, but a lot of people have asked me, well, why wouldn't you just wait five
or six months for runes?
Well, because runes can be multiple things for us.
So like we have a couple options, right?
If we have a token that exists on tap that is used for in-game economies and player value,
whatever the fuck over the next, you know, four to six months, and then runes is released
and adopted and it starts to expand and it is UTXO based.
So it works more like transferring numbers on a piece of paper than it, then like actually
transacting directly to and from one another.
Well, then we see that as an opportunity to one of two things, either a, you create another
token that you allow people to convert directly into.
So it's a one to one, so you can just upgrade basically your current token and not really
sacrifice any of the liquidity or use cases or anything like that.
It's just an exchange because you can basically adopt both temporarily until the majority of
users have switched to the new standard or B, if it's very fungible, then what we could
do is actually offer it as an in-game currency that still had like an on-chain value so that
you could extract that in-game currency for on-chain value through BRC20 or TAP tokens,
right?
So we look at it as an opportunity to just build layers on top of like economies that
are basically being built inside of these different ecosystems because it's all kind of
new, right?
There's no, there's no like smart contract format that someone can just go to .xyz and download
and basically clone, right?
Or fork.
We're all kind of innovating simultaneously.
So our approach is be open to all standards and look at them as layers that you can use
to build on top of each other so that you can like slowly adopt whatever becomes the lowest
barrier to entry.
Does that make sense?
Yeah, it does.
And I think that's the main thing too.
It's like this idea of one or the other, right?
And I think that we, because we've only seen one way, think that it's going to be one or
the other and we're going to be forced to choose because we haven't seen different dApps or
applications that are individualized for this protocol or for that protocol, right?
Every time we've seen it have been small, like innocent soft forks, right?
Like, oh, they forked off BRC20s, but it's something completely different and new.
It's, it's atomicals or they forked off this and it's something new and novel.
And now it's BRC710s.
And we've always had to go somewhere else due to the, you know, just the nature of Bitcoin,
right?
You have to go and individually index and upload everything to make it separate.
And so now when we have the ability to do it all on Bitcoin, maybe you're not going to
shit coin, so to speak, but you want to trade in, in corner boy packs, you go at it a different
route.
So, well, not only is Coinbase and Binance going down, but, uh, Meta, Facebook, Instagram
are all down.
It's probably all the normies DM each other.
Like, can you believe Bitcoin is back and hit all time high?
Uh, so it looks like Facebook, Instagram, Google Play, Facebook Messenger, YouTube, Google,
WhatsApp, Gmail, Google app, Teams, TikTok, and Snap app are all down.
Thank God Twitter isn't on that one.
And I don't know how Elon got around that.
Maybe it's Starlink.
I don't know.
But thank you, Elon, for not putting this space down because we're talking right now.
So stock continues to plummet, uh, as these are all down too.
So that's dope.
Um, but yeah, man, that's crazy.
And, uh, just going into, um, I got this from bread and butter.
Um, he does a great job of doing stuff that's going on today.
So, uh, we have file and sui is being Binance Japanese listed.
We have alt, claim, ends, fetch.
AI secures a hundred million investment.
Um, HFT hash flow teased an announcement set for Wednesday.
Um, SEC delayed decision on BlackRock's spot ETF.
Um, token DWF labs to buy 10 million of token by token plans to develop AI products.
Luna classic Montenegro court overturns Doquan's extraction to the U.S.
So Doquan doesn't get extracted in his token pumps, uh, similar to like Richard Hart.
You can always see that.
And that's why I'm, I'm bullish on Trump token, uh, and him and Super Tuesday being nominated
as a Republican candidate.
Trump token's going to pump off that.
So I've been, I bought a little bit of that this weekend, uh, anticipating that we have
AI Doge listed on by the perpetuals.
Myro will be listed on Binance perpetuals with listed on Binance with C tag applied and
Bonk, Bonk live trading on Robin hood, crypto and select EU jurisdictions.
How is Bonk listed on Robin hood before Solana?
Like that's random goal.
They got, what is it with in, in Solana and in Europe?
No Solana.
But hold on.
Solana was on Robin hood.
And then the sec thought they were fucking cute.
And Robin hood was one of the only companies that was dumb enough to delist like Solana
Matic and whatever the other scam was like six months ago when they did that.
Yeah.
Remember when Gary Gensler, remember when I changed my name to security Chris for a
like a couple of weeks or whatever back then?
Yeah.
When he said that everything besides what was it?
Bitcoin and Ethereum were securities.
That's it.
Oh yeah.
XRP was the other one that even though they had won the lawsuit.
And Polygon.
Wasn't it Polygon too?
Yep.
It was Matic, Polygon, and Solana, even though, I'm sorry, Polygon, XRP, and Solana, even
though XRP had already basically won the fucking court case.
It was crazy.
Gary Gensler's a, like a slithering little snake, you know, that meme is so good for this
guy.
But I'm just, I don't know what the end game is.
Um, we hit 69K.
So whatever the fucking government was trying to do, I'm not even sure.
Did we play right into their hand?
Did we not play right into their hand?
I'm not even sure what the fuck happened over the last year.
All I know is BlackRock's never letting this shit go back below 40K.
You already seen what the thing is.
You had normies just coming in at all time highs.
That was the plan is to keep normies out so they can accumulate as much as possible and
then pump it, uh, pump it to all time highs before they get in.
So that was the plan.
And they, and then I would get Gary Gensler gets fired and gets a job at BlackRock or
something after all this, because he did a great job of, he deserves it.
Yeah, absolutely.
And then you got fucking, uh, Elizabeth Warren saying, Oh, I want to be crypto friends now
and whatever you want to do, just come to me.
I'll try to, you know, bridge the gap.
Yeah, right.
We see you narc.
We see you from a mile away, uh, coming out of her private jet and hiding behind her secretary
because they, there was a camera on her.
Oh, well, gee, she's trying to put, I'm not even going.
I'm not going into it guys.
I am not getting into it.
What's that?
Uh, so I pin up the mint schedule.
Let's talk mint schedule.
So we have MetaDOS.
We have the BTC machine computation.
We have Overtrip.
We have Dario and Decena, Epoch, Joshua off the map, Nucleo, Depicto, Escapes, and
Sabbath Relentless.
Um, I'll pin a few of the, um, like the threads and stuff about it if you guys want to go into
Um, so I guess the first one is, let me, I'm sorry.
I have a bunch in here that I wanted to talk about.
So I had to scroll down a little bit and, oh, it's not even, I, oh, sorry.
Sorry, guys.
All right.
Here he goes.
Overtrip is one of them.
That's interesting.
Um, they have a little breakdown in here.
It's a, uh, instant play system.
Uh, it just has a, it's, it's a game.
Uh, I'll pin it up here.
It's a pretty long thread.
It goes into their token and everything else.
It's called Overtrip, play Overtrip.
If I look at their Twitter, it's a Battle Royal Web 3 game powered by GameStarter.
Um, so if you are interested in that, I just pinned up a thread that breaks down pretty
much everything about it.
Um, so there's that.
Um, let me get back to my minutes.
There we go.
Um, and then the next one is Sabet, which we all know Sabet famously is the one that
took down Crypto Moris.
Uh, he's launching something exclusively on Magic Eden.
Um, whitelist is now available.
So you guys go check that out.
If you are interested, it's the best Bitcoin work.
We have scapes, um, time.
This is, um, by Stevie Williams.
This has been fucking drawn out and, but the motherfucker wanted royalties.
Uh, so, um, he waited till Magic Eden.
So March 5th, 9 a.m.
PST, skate list, OG 0.08.
One per wallet, public 0.1, 2 p.m.
PST, and 10 p.m.
USD.
This is on Magic Eden.
Uh, so feel free.
I'm on scapes for like a year plus, bro.
Just waiting for the day.
I was in a group chat and I left because it was so fucking long.
Yeah, it was on.
You got exclusive access.
Like you made it in there.
You were part of the scapes crew.
And then they said, there's no royalties.
And he just skated his happy ass out of there, bro.
And we just sat.
It's just, it's really expensive at 0.1.
And like now that E's ripping, it's really hard to launch an NFT project in this market.
People rather hold their E than diversify into a fucking NFT.
And that possibly won't tell us.
I mean, one thing I will give Stevie is you want to talk about culture.
I mean, DGK gots culture, man.
I mean, and if you guys don't know what that is or who Stevie is, and just, just, you can
look up DGK and you'll get a little bit of a glimpse into his life.
But, um, definitely into and a culture maxi.
You just got to see at the end of the day, um, you're putting money up, right?
You're not joining because you got culture.
You're having to pay to be a part of a culture.
And if that's not something you want to do, then I don't know.
Just consider it that way.
So don't we, you don't, don't we typically fucking flame fucking celebrities coming here
trying to extract.
Stevie Williams is like a legend on the skateboard with the Steezy backside flips.
And he's always been underground and he's always kept it hood despite the fact that he
had this always hood and keep it underground.
Why is he trying to take 0.1 from now I do?
Well, cause I think for him it was probably 250 bucks at some point.
Right.
And they're probably going to include a deck and an autograph and that kind of shit has
to be manufactured with the graphics.
And if, if there's like a fidgetal aspect to it, then yeah, I mean his cost to produce
the, just the physical items is probably $150.
So it's like, yeah, I mean, I understand why it would be 250 or $300.
And, um, I don't think that's unreasonable, but I do think that because of like the fact
that there is a legit brand that is successful behind it.
And if you do know people in this space personally, you'll find that a lot of people in the crypto
space do have some kind of anti-authoritarian history.
And a lot of people in my community either have a background in martial arts or skateboarding.
It's like a very common theme in IMSO.
So I have to imagine around the space, I've met plenty of people who understand that culture.
So what that implies is that the mentality that we share in crypto is shared in other
cultures and skateboarding would be one of the cultures that has a very like mindset to
crypto culture.
What we need to do is find a way to disarm and introduce those people who don't understand
or know about crypto to crypto, because the ideology of something like skateboarding and
something like cryptocurrency are actually very close in culture.
So I do actually think that the Stevie Williams thing has legs to stand on for a long period,
as long as he's active.
But that doesn't mean that you meant it for 0.1 and you make 0.2 or 0.3 or 0.4.
I actually think it's way more serious than that, if I'm just being honest.
No, I agree.
And that's the reason why I have to bring that point up, just because of the fact of who
Stevie is.
And I come from skateboarding and all that kind of stuff.
And, you know, just seeing the impact that LRG had on a cultural shift in movement back
in the early days.
I mean, DGK as well.
Everyone knows DGK shit.
So just, you know, food for thought.
He's not new to the culture aspect, maybe new to the NFT scene.
But he's been creating culture for the past 10 to 15 years.
I got more.
I got more.
So Dario's launching a free claim for his holders.
Allow list is open 24 hours.
If you're a holder of Dario's piece, you get a free NFT.
We have BTC machine, which I think a lot of people are psyched about.
It's the last one on the list.
Machine computation live presale airdrop, magic Eden competition game rules, a video one,
one millimeter to 40 seconds.
Just a bunch of stuff.
Mint tomorrow.
Supply is 1,777.
Mint is .0007.
Whitelist is closed.
And then supply.
There we go.
Unique.
770 unique pieces.
7X machines.
7,007 common bonus plus.
So there's a bunch of information on here.
Are we interested in Bitcoin machines?
BTC machine.
Look, man.
Machine 98.
Probably the coolest MF-er I've ever met.
I mean, my dude is like late 50s, if not early 60s.
Pulled up with his wife.
Out there just having a good time degenning.
Looking at people like, yo, what's up?
You got derps?
You want some ordinals?
You get an ordinal.
You get a derp.
You get a derp.
So awesome, awesome, wholesome ass dude.
Honestly, about this Mint though, right?
And just that whole ecosystem.
They have a shit ton of assets, right?
I need you guys to understand.
They're building an MMORPG called Satoria.
So you're not just buying into a single ecosystem.
Well, in a sense you are, but it's expansive, right?
They're going to continue to grow as it is a game.
And so that's just one of those things that if you're looking for immediate price action
or you're wanting to just quick flip, this is probably not the thing for you, right?
I would more focus on other opportunities in the space and I would just hold my stats
for that, stats for that.
Now, if you're looking for a cheaper entry into a dope ass community, man, that's the
way to go, right?
But maybe see the differences in perks compared to holding a BTC virus and just the other pieces
and bits in his ecosystem that could maybe open up bigger access for you, right?
Rather than just this being whatever it may be.
So just something to consider.
Yeah, let's go over to the Steven since we did talk about some art.
So Steven, anything on the art list today, I'm mentioning today, interests you?
And then you can pin up your art thread that you released on Monday.
Okay, so just want to get your opinion on what's minting today and forward thinking on
what you're looking at this week, my guy.
Yeah, for sure.
First and foremost, GM.
Hope everybody's having themselves a good day, good week so far.
I got to tell you, this week is interesting because there's going to be a lot that's told
from it, right?
We're going to be able to see a good bit into the future of demand with the market going
So I'm really curious to see how it all pans out.
But the ones that really have my attention right now, especially on the next two-hour
window, because it's still open for the next two hours, is Puppies by ClownVamp.
That dropped on verse yesterday for a 24-hour auction was a ranked auction.
And the way that a ranked auction works, just for those that are not totally familiar, is
we have a certain amount of pieces that are going to be distributed, in this case 111.
And if you're in the top 111 bids that were placed, you'll win one of those pieces at the
lowest possible price.
So right now, the price low on that collection is $69.
That's the lowest bid.
You have two hours to get bids in if you are still interested.
So I would be looking at that one hard.
In terms of AI art, I think that ClownVamp is one of the best out there.
And there's something really fun and connected about this collection.
So I would take a look at that.
The one that I will say I'm less excited for, only because it seems like there's just been
a ton from him lately, is Relentless by Sabet.
And I'm mostly saying that I'm less excited about it, because I'm way more excited for
the Ordinals drop that he has coming up, that is the Skull Kitties.
So it's almost like to each his own.
This has a physical component to it.
There's prints involved.
So if that's your thing, and you dig the art, go for it.
But from everything that I'm seeing right now, the biggest drop on the week is going
to be through Avant Art.
It's Emily Shee's Guardian line.
Man, if I had the money right now, I would be going after that.
I unfortunately do not.
I've got a lot of these fun, illiquid assets.
But if I was out there, I'd be going for that one.
That's the one that I've got the most excitement for this week.
But you've also got a dope drop, another one on Verse tomorrow, from, damn it, his name,
I think his name is Jason Markujewicz.
It's called Barbarians, nonetheless.
And that one looks like it's been talked about a ton, and should be a pretty solid play.
Two from last week actually got moved to this week.
So to make sure that these are on your radar, Ed Balloon's drop with counterfeit culture
dropped today, and will be going to public, I believe, at noon Eastern.
That one is going to be an absolute cook, in my opinion.
I think that he's got some incredible art, and they did some really cool stuff for that
collection.
So I would be looking at that.
They also have a pretty much secret redacted drop that's coming on Thursday.
I only got a little bit of info on that one, because there's not a lot out there just yet.
I expect announcements to be made on that one, probably in the next 24 hours.
So keep an eye out for those.
But otherwise, man, this is like a really solid indicator week.
So I'd be watching how these mints actually perform, in order to kind of guide the way
that, you know, we see art moving in the next couple of weeks, probably like in the short
term, like four to six weeks from now.
Well, I appreciate you coming up, and obviously, Stephen runs our art-centric space on Tuesdays
at 6 p.m. Central, 7 p.m. Eastern.
So if you guys, we'll pin that up at the end of the show, and that'll be an Allison's thread.
So tune into that.
It's really good.
Who do you have as a guest today?
I maybe saw something about Roger Dickerman.
Yes, sir.
Yeah, no, we've got Roger Dickerman tonight coming on for a really special feature.
For those that are not familiar with him, there is an arguably no better quant in the art space
than him.
He puts together one of the best daily reports out there that really covers a lot of the
sales volume and analyzing, like, what actually is going on from both pricing and large secondary
sales.
He'll be on with me at 7 p.m. Eastern tonight, and that's going to be one hell of a show.
Hell yeah, baby.
You and him.
Go ahead, Chief, and then we'll throw it over the trill.
And go ahead, Chief.
I was going to ask Steven if you saw this.
I mean, I don't know if Steven's...
We've talked a little bit about fake rares and rares, but Viva La Vandal.
He's been a Stamps artist for the longest time, big into the fake rare communities and the
rare Pepe community.
Today, Stealth dropped his first ordinal on Gamma at about $16 apiece, an addition of $69.
Sold out pretty fucking fast within the hour, and just waiting to see how it performs on
secondary.
But, you know, it was cool to see these fake rare and rare Pepe artists kind of starting
to come in here.
And, yeah, man, this was a shout-out to anyone that listened in the TDA and copped one, because
I think this is going to age really well.
Yeah, Chief, it's a really, really good drop.
But I will say this.
It's still early for Pepe Art, and I can't freaking believe I'm actually saying that out
loud, right?
Because we've already seen so much of it.
But I think that as soon as Verge Guerrilla comes in with his drop with the Bitcoin Art
House, dude, it's going to be just gangbusters.
It's open season for Pepe at that point.
Sleep on the Pepe.
You never sleep on the Pepe.
Never.
Yeah, because it's a frog.
You'd kill it.
Yeah, I don't even know it's actually a symbol of love, not hate.
We're reclaiming the narrative.
Good.
But Chief left.
My bad.
I was...
Oh, shit.
I didn't even see that either.
Good, bro.
Yeah, a few things in terms of just like giveaways that I wanted to post up.
So, OSF, we talked about this last week in one of my threads.
He has a Magic Eden drop coming up next week, Professional DJM5, one of his new additions.
Anyways, he dropped a thread on an article on X yesterday, and there's actually raffles
going on for a lot of collections.
So, it's like a 2,000 win raffle.
So, the chances you win are pretty good, especially if you hold some of those collections.
So, it's free.
It's going to be on Magic Eden next week, so I wanted to drop that in there.
And then the other thing that I did see in terms of Ordinals is Bold Leonidas has started
posting about his Ordinals collection, pixel art, Ordinals PFP.
Bold Leonidas is the one that does all those pretty funny Pepe art comics daily.
So, he just dropped his profile yesterday.
Bold Leonidas is already pretty much ramped up.
It has like 5,000 followers already.
But, yeah, just keep that on your radar.
He's daily on the Mando Manics and stuff like that.
So, it gets a lot of exposure.
So, I'm sure if you either subscribe to that or kind of just put his noties on for his comics,
you might be able to get a spot for that.
Yeah, I saw that this morning.
I was going to bring it up on upcoming projects.
I have like probably three or four new upcoming Ordinals projects that I found over the weekend.
And when I first saw Bold Leonidas, I was like, what the fuck is Leonidas dropping?
What is this?
Is this a rune?
So, I'm like, no, this isn't Leonidas.
This is a different motherfucker.
So, yeah, I saw this one this weekend too.
And I was going to bring it up later.
But we'll get into upcoming projects here after we get through this.
So, let's throw it over to High Indian, which got orange-pilled, went to Denver with Chief,
and left probably owning like six fucking Ordinals.
So, how are you doing, my guy?
It was two Ordinals.
But I had to ask you a question.
You said that you bought some Trump meme coin.
And I'm just trying to figure out collectively what is the official Trump meme coin that everyone's buying.
Because I want to buy some to run up for the election and make a bag.
I think it's around $200 million market cap.
I forget what slander is.
Here, I have the contract.
I'll just send it to you.
I'll just send you the contract.
How about that, High Indian?
That'll be perfect.
It's up to like $11.
I've been speculating that anything that do with the presidential election with Trump or Biden,
like things are going to pump.
And the next thing that's coming up right now is Super Tuesday, which is basically them nominating the Republican candidate.
And if Trump wins, then I would imagine the coin's going to pump, too.
That's why I'm kind of bullish on political coins this cycle.
Even his first collection on Matic or whatever, they're sitting at a decent floor.
They're at like 0.2 weeks.
Yeah, what goes higher, Mog or Trump coin this cycle?
I don't know.
If Trump starts just acting out on the internet, like, you know, just totally like making a fool and like getting everyone's attention,
I feel like his coin will just take off.
Yeah, me too.
He's more.
He gets more normies into his coin than people in Mog.
Yeah, he's going to start mogging other politicians.
He's going to come in with some mogs to the like the debate stage and shit.
We'll see.
But yeah, I'm interested in anything related politics this cycle just because news will get out and then people will FOMO into that coin to pump.
But we just saw it with fucking Doquan fucking denying, like, I don't know, something happened with Doquan and Luna.
And then Luna Classic's pumping.
We see our Richard Hart fucking hex pumps.
Like, these are political candidates that have millions and millions and millions of fans.
How are you going to say that their coins aren't going to pump when some kind of news comes out during the election?
So that's kind of my thesis on that.
Good or bad.
I mean, like, with.
No, seriously, good or bad, bro.
I'm with you.
Steven, your hand popped up and then I'm going to throw it to flame.
Do you have something you want to double down on before we move on?
Yeah, just really quickly because the announcement came out yesterday and it just popped back in my mind
because he just posted a teaser for it.
The folks over at Vivid Ordinals announced their next drop.
Of course, Vivid is the house that has backed every single Hardo drop and recently did the Deus Ex Machina drop with Cybersea.
Their next drop is coming from Mood Soup.
I just wanted to make sure that was up on your radar because that's set to come next week, I believe.
And it looks like it's going to be another great collection right at the right time for Ordinals Art.
So I just wanted to make sure that was out there.
I'll pin it to the top.
Appreciate that.
Go ahead, Flame.
What's up, man?
GM, GM, what's up?
Yeah, there's a lot of alpha flying around today.
One of the things I shared in the chat in the wee hours and the demon hours was that LePuppeteer LeFou dropped a tweet that said I might bring over the Lasso Getz to Bitcoin.
It's not confirmed, but that's definitely an interesting situation to keep an eye on.
It is confirmed earlier this morning.
It'll be at a one-for-one.
Oh, snap.
Yeah, there was a poll open.
And yeah, it got confirmed earlier today.
One-for-one.
That's why the Lasso Getz ran.
They were originally at like a .02 floor, ran up to about .26, retraced.
And then after confirmation yesterday, this morning, spiked up around like 8, 7.30, 8 a.m. to be burnt up.
No, that's awesome.
And I know that I forget who it was.
It was Digi or somebody called that a long time ago in the chats, was telling everybody to, I wish I'd seen that, was telling everybody to buy up everything, you know, Puppeteer LeFou.
And clearly that's been a good move.
He called that back at .01.
So, just another feather in the cap for TDA, like, you know, stay involved, be active, stick around, and you're going to learn stuff.
That's kidding.
Aren't we at the point where, like, everybody is like, everybody's up?
Like, anything you bought in the past three months is up, and now everybody's like, I'm an alpha caller.
I called this.
But everything's up 3x.
It didn't matter what the coin is.
I mean, damn near, right?
It's like, everybody's an alpha caller now.
So, I'm just like, I'm not going to call any more alpha because I'll just rely on other people just to say, hey, you faded me three months ago.
But every single coin in the crypto ecosystem is up 3x.
Exactly.
I don't think that's much of an option.
Although this was, I feel like this was, I got to give him credit.
I feel like that was a prescient call, you know, because considering how hardcore everything is, all Puppet related.
It's, that was definitely a good early call.
But, yeah, there's a bunch of other stuff going on.
I don't know if people saw this thing.
Rune Flex.
That's like another Rune Degen play, it looks like.
It's on Ordinal's bot.
I'll pin the tweet to that.
Auto, the artist, his handle's Autograph underscore JP.
He's got some successful collections on Ordinal's and Apoptosis seems to be moving a little bit.
I would keep an eye on Auto.
He's done some cool stuff on Gamma too.
And then, also, Barra Market put out a tweet that said, and this is an old tweet from a few days ago, but it says,
Ohm plus Barra equals more Barra.
All the OG Barras originated, they all got together in the Olympus community back in 21.
And, clearly, they aim to continue to try to help support that ecosystem.
So, if you want more Barra, clearly, it looks like, you know, buy some Ohm, which I think is probably sitting around.
I don't know if it's pumped since the last time I checked.
Last time I saw it was like $11.
So, and I haven't really been paying too much attention to what's been going on in there.
But I thought that was interesting.
And then Merlin Land.
And I'll pin all these tweets.
Apparently, there's an ERC-1420 called Merlin Land.
And it minted out.
And apparently, it's moving around.
I think you can get it on.
It's weird where you have to get it at like Gecko Terminal.
I'm still researching this.
But apparently, it has something to do with, you know, this new protocol, ERC-1420.
And they use it to achieve inscription and NFT and ERC-20 interchangeability.
Box has a total of four unique attributes for building Merlin Land.
So, that's interesting.
And then the last thing I saw, which I thought was interesting and also just kind of weird,
but we're going to see more and more of this on-chain, I think,
especially now that we're full-on into this bull market.
And you can buy uranium now.
Like, you can buy tokenized uranium on-chain.
It's called...
Ticker U, right?
Ticker U.
Sovereign Uranium Ownership.
I've been on this, bitch.
Yeah, Uranium 3, the letter O, and then 8.com.
Maybe there's another one.
But I think I...
We've talked about this like three or four months ago.
She's like, how much uranium are you buying?
Why do you keep talking about this token?
But it's like some way you can like...
It burns it and then they'll shift the uranium to the facility.
But you have to meet certain requirements to actually hold uranium.
So, it's pretty fucking crazy.
You remember us talking about this?
Wait, that's not...
You can actually claim the uranium?
But you have to have like...
But you have to have like facilities that actually like...
Are hazmat approved and shit apparently.
Yeah, it says...
Yeah.
Delivery of U-308 for token holders is subject to a strict compliance protocol
whereby those electing to take delivery must satisfy eligibility requirements
for their respective jurisdictions.
So, it is a little complex.
I mean, I feel like it's like...
What jurisdiction is uranium legal in?
I have no idea.
It doesn't really say much about that.
It says you have to inquire about redemption.
So, clearly this is a complex process.
But I think you can still trade the token.
Yep.
You could trade.
It's like trading like on parcel.
Trading like real estate and shit like that.
You're just...
It's like an RWA.
Yeah, totally.
It's wild.
Anyway, that's what I have for now.
And then, you know...
Also, just as a general rule of thumb...
I tried vaulting something recently that was valuable and freaked out yesterday because
I couldn't find it.
I couldn't connect the ledger back to the wallet and reached out directly to experts because
that's who I was dealing with.
And, you know, in a little bit of a panic, I was trying to keep calm because, you know,
sometimes you just...
When you're frenzying through this space, you miss things.
And, you know, you can make mistakes without realizing it.
And Jan and Elizabeth both got back to me right away.
I mean, the experts team is just really top-notch, great people.
And Jan was like, are you sure you didn't put it on another ledger?
And I was like, come on, bro.
And I look over to my right, and there's another ledger sitting, like, six feet away from me.
And sure enough, it was on that ledger.
So the moral of the story is twofold.
Vault your valuable shit because we've been hearing stories.
Like, I've seen them in the TDA chat.
I've seen them in other places.
People are getting drained because they're connected to the wrong thing.
It can happen to anybody.
So make sure you get that stuff vaulted in a wallet that you're not regularly connecting
to other apps, especially, like, you're always—
Make sure you're checking your outputs on your transactions, too.
Absolutely.
When you do anything in Exverse Wallet or anywhere, like, take a minute and look at the transaction
details.
Make sure something that you—something's not going out that you don't expect.
Absolutely.
Just be super careful because, I mean, like, look at the floor price of these things now.
You don't want to lose your OMB.
You don't want to lose your Puppet.
You don't want to lose all these, you know, your Node Monkey, all this stuff.
So be careful with that stuff.
Vault it.
And then label your damn ledgers, man, so you don't have a coronary like I almost did
yesterday.
That's all I got.
Those are the words, bro.
I appreciate it, Flame.
And you talked about Barachain.
Apparently, it's like a new thing on Barachain you can claim today.
So Ooga Booga Barachain MBADGE NFTs are now live.
If you hold an Ooga, which I guess is the coin, Booga Barachain NFT, you can mint MBADGE NFT
now, mint yours, and collect the POW Ascension for interacting with Barachain at app.merkle.xyz.com.
If you want to know more about MBADGEs, click below.
The Barachain MBADGEs is currently deployed on Polygon to execute the Miracle Network Ascension
providing infrastructure.
The team currently relies on L2s like Polygon to make it economical for users.
Once Merkle main end is live, all these NFTs will be bridged there and the Ascension will
be translated into an on-chain log.
These logs would become a single source of truth about your reputation.
So there you go.
If you guys have any of this stuff, go mint that NFT and those will probably be some kind
of allocation or something like that.
So we'll see.
No, I was just going to say I wouldn't fade the non-professional approach of these guys,
right?
I mean, we see and we, you know, hear about protocols and typically when it's like, oh,
it's a business, it's a protocol, you think of a suit and, you know, a chain.
These guys are degen through and through 100% and just due to that fact alone, it puts them
in specific circles and sectors of one of influence, but also of understanding that your traditional
retail investor or participant doesn't have, right?
Not only through word of mouth or other participants around them, heavy power users that can give
influence, but also just through the fact that they're degens through and through.
So I've been really, really pushing this bearer chain things.
I've been really liking just how they've come to market, right?
It's a little bit non-traditional, but very much so culture-based and with the sector and
the industry that we're in, right?
I mean, we see a million, there's a million suits.
There's very few people that put memes as, you know, the flyer for an official kind of
conference kind of thing.
Just shit like that of the level of trolliness are things that in a traditional business
sense, you'd kind of be, you know, put off by.
But in our nature, if you can be that much of a troll and execute at a high level, then
that's the biggest troll of all, right?
People misjudging you based off of how you look or how you present yourself and not so
much, rather what you contribute.
And that's what crypto is about is like contribution.
So I've been bullish on bearer, just don't fade it.
It's test net.
It's free shit.
Takes time.
No money.
I think it's relatively, I mean, if you're trying to get in now, I think it's late personally,
because I think it's sometime in March.
So let's get this token.
So they use Celestia as a date of availability.
So I would imagine Celestia stakers are going to get a portion.
And this is a really popular one.
It's like, it's like S tier airdrop.
So if you have less than 100 Tia, I would try to up that just to possibly get that allocation
for bearer when they do do that allocation.
I mean, we just had one where it was 100 stake Tia, which is above $1,000.
And that one is like out of nowhere.
So bearer is pretty well known.
They use Celestia.
So I'd imagine it's probably going to be above 100 Tia for you to actually get airdrop bearer.
And that's kind of like a way to sneak in.
And I know the Snapchat is probably going to come in the next week or two.
But Celestia down to $15 to $16, no better time to kind of accumulate it now.
It's kind of the lowest point it's been in a while.
So I just wanted to bring that up.
If you're trying to sneak into the bearer, you haven't staked it, or you haven't performed
on the app, get some Celestia, stake it into a validator before the Snapchat, and you should
get airdrop bearer token.
So I just wanted to throw that out there.
We had $0 with this hand up.
Then I'm going to throw the English in the back of the flame.
So we had $0.
Yeah, man.
About bearer chain, I think it's a bit too late, but it's never late.
If anyone wants to play with a testnet, it's completely free.
I think it was, I started farming it, I think it was like beginning of February, end of
January, something like that.
And it was late at that time.
But the thing is, with their testnet, at the beginning, it was so crowded that you couldn't
barely do the tasks.
And I just got pissed off and then didn't do it.
And then when I heard that they're working on the, with Celestia, I was thinking, okay,
so I'll probably be able to, I think, I think, I think like Tia, Tia Stakers would be definitely
eligible for the airdrop.
Especially like, I feel like Tia right now is literally like everywhere.
And whoever like is staking Tia since like, I think December, has had like his return
on investment only from airdrop.
So, which is insane.
And I'm pretty sure it would stay the same until the end of 2024, 2025.
Now, as of we speak right now, if you guys have Tia staking, you are eligible for the
Hava airdrop that happened literally like today.
So, go check it out.
I'll pin it up.
I'll pin it up.
Sure, yep.
And yeah, that's it.
The Hava one's pretty interesting.
I think I got 4 million tokens.
But typically with these Cosmos airdrops recently, with this shit, it's been like cents on the
dollar.
I think if you had Injective, Celestia, Atom, Staked, you're all eligible for this Hava
token.
I'll pin it up at the top for you guys.
Basically, you got it already?
Per coin.
I didn't claim it yet.
I mean, I put all four of the addresses in there yesterday.
And I got an Aloe per address.
But I don't know how much we're going to get from it.
Me neither.
I'm kind of interested too.
Here it is.
I don't even know what Hava is, personally.
I was looking at it.
It's kind of just like, oh, we're bridging this and that.
I'm like, great.
That's fucking awesome.
Like, how much per coin?
A dollar per coin?
50 cents per coin?
25% per coin?
So this one's, I just pin it up top.
If you are a Cosmos staker, a June staker, an Osmosis staker, a Celestia staker, an Injective
staker, a Chihuahua staker, you'll get at least 1 million tokens for each thing.
And I think I got like 4.25 million of these tokens.
So go check your Kepler wallets.
And you go to the top at addresses, and it should have all that.
I know it's kind of hard to find the addresses on this.
So you go to the top on available, and you click addresses, and then it'll do a drop down
of like your Celestia address, your Injective address, and all that shit.
So just keeping you guys updated on that.
Let's throw it over to English.
What up, English?
What up, man?
What up, what up, homie?
You guys cover the quantum cobs?
Guys, they're pumping.
Is there some news?
Did I miss something?
That's the golden cape that was just found.
Is that what you're talking about, English?
Yeah, yeah.
They evolved.
And then the golden cape got sniped.
I don't know how many.
I'm driving, man.
So I haven't seen how many there are in the collection.
But the obvious thing, and there's been no official announcements, but like the obvious
thing, and it was kind of my guess moving forward to this, like we had done, you know,
golden tickets in the past.
So they would be like a golden type of trait.
And so the speculation is one golden cape equals one wizard.
So a little gamification in the quantum cats collection.
There you go.
What the hell?
When was this found?
When was this found?
This morning?
I was working out, dude.
And I always just check Discord in between sets.
And I heard people like showing like, oh, shit, it was sniped.
It was sniped.
And there's just a golden cape.
And I think there's only a couple of them right now.
Obviously, there's more evolutions, but if people are that hyped, I think it makes sense.
But nothing official.
But yeah, I just think a lot of people decided to delist.
And that's maybe why you see a little bit less supply and a little bit more demand.
Just some fun stuff.
It's pinned up to the top if you guys want to see what the golden cape looks like or exactly
if you're trying to snipe what the changes could potentially be.
It says, and there may be more coming.
Once the wizards are launched, the golden cape holder will be able to redeem his cat for
one taproot wizard.
So just.
Oh, this is from the cat.
OK, so they did announce it.
All right, cool.
Yeah, official announcement from them.
So just something to keep in mind, guys, that if they're going to keep doing this, look
for other traits, right?
Similar to this small but subtle changes that could literally open the door for you to grab
a whole wizard.
So GG's.
Let's go to Clad, and then we'll go to Flame, and then we'll keep the ball moving.
Hey, guys, GMG.
Just want to drop a little alpha.
Can you guys hear me?
Just need to know I'm audible.
Yeah.
OK, so I've got a game, if you're interested in playing games.
It's Pixel Pals.
It says global access is now live.
In season zero, you can grow your Pixel Pals, build your habitat, and farm for more rewards.
Sorry, I'm kind of out of breath because I'm working now and stuff.
So, OK.
So basically, it's a Pixel game.
There's a price pool currently, I think, 140K.
And the more people spend in game, the more the price increases.
So basically, what you need to do is you need to feed your pets, you need to harvest food, you need to build things.
It's set up on the mantle network.
You can fund your wallet with USDT and actually purchase stuff without paying gas, which is actually incredible because I was wondering how they were able to manage that and you could spend and not pay gas.
So I funded my wallet with two bucks, got a couple of food.
I've been taking care of my pets at level nire there about now.
So if you use the code LEGENDARY, you get 10 bucks of rewards, which you can use to jumpstart your journey, or you could just basically purchase the in-game pass if you want to.
And you need to take care of your pet, make sure it doesn't die, and basically just play the game and see how it goes.
It's quite interesting, and there's a reward.
I think 150K right now.
And the more people spend in-game, the more the rewards increases.
So there you have it.
I'm going to send it to Chip's DM now because I don't know how to bring stuff to the Jumbotron.
So, yeah, there you go.
Appreciate you, Claude.
We're often coming up here, man, and also contributing, man.
It really means a lot to us.
Yeah, thanks.
I'm kind of shy because I really don't speak in spaces and all.
So just trying my best to come out of my shell and all that.
So thanks for having me.
My man, you just spoke on the stage with 300 people.
You're beyond doing well.
So congratulations.
Yeah, thank you for contributing, man.
So it's CDO, stay poor, baby.
Yes, sir.
Appreciate you for contributing, man.
It really means a lot.
Let's go to Titus.
Titus, is this you or is this the hacker that got into your Twitter account?
It's me, man.
Yeah, I fucked up, bro.
So, guys, this is a lesson for everybody.
First and foremost, the only thing that saved my fucking life was the fact that I trade from a different computer.
So if I had been on my trading computer, they would have gotten everything.
But I'm an idiot, and I like to click links, and I like to try crypto games, and I'm just fucking done with that shit, dude.
Don't click any links.
Don't play any crypto games.
Whoa, whoa, whoa, whoa, whoa, whoa, whoa, whoa.
Chill out, chill out.
Don't play any crypto games where you have to download anything.
There we go.
Yeah, fuck downloads and fuck emails.
Fuck downloads and emails, King Titus.
You tell them.
Yeah, the Unreal Engine 5 games, they're all scams, 100%.
There's no Unreal Engine 5 Web 3 games.
Wait, we did build one, but no one wanted to download it and play it, and it wasn't a scam, so fuck it.
We made everything mobile and browser-based.
You tell them, King Titus.
Yeah, so that's better.
But I did have a question for English.
So when it says redeem your cat, does that mean you have to give your cat up for a wizard, or do you get to just claim a wizard?
No, no, no.
Well, I mean, I don't know, but I'm pretty sure you don't have to give up your cat.
I think you just have it at the time and say, all right, I own it.
It'll get airdropped.
It would be my assumption.
Okay, and then second question.
My yellow ghost cat kind of looks like gold.
So, like, do I have a golden cat?
Is that, like, what are you thinking on that?
That your cat is, I think the analogy would be, like, hey, I have a node monkey, and it's a beak, and it's yellow, and it kind of looks like the gold ones.
Like, can I sell it for, like, the gold prices?
Like, that's what that sounds like to me.
Well, I think that actually might not be too bad of an idea, bro.
People actually might vibe with that, if I'm going to be real with you, but maybe Udi won't.
You know, he's very particular.
I mean, like, if you can, like, if you can get, like, a normie that wants to buy, like, a really, like, dope PFP, and, like, you just show him, like, look how much this gold one went for.
I have gold around here.
And you, like, say, like, just don't worry about it.
I got you.
Like, trust me, bro.
Like, this is what it goes for.
That might work.
Okay.
I'm going to figure out how I'm going to do that.
Thank you, English.
Yeah, and the famous words of Cope and Seathe.
Posting up to the top, we got our favorite rapper, Mac and Cheese 5.
But now we're one step closer.
Last week, we just got a link to the Spotify album.
Well, yesterday, 11 hours ago, we got the actual album cover.
And he's doing it whitelist through the actual inscription on or.io.
So, info's pinned up there.
I'm also going to post Leonidas' kind of just info on this, just how much traffic he brought in.
So, in the last 30 minutes, roughly 2,500 clicks, 700 of them from China, 440 from United States, Hong Kong, and then Japan.
I didn't know French Montana had this much influence in Asia.
You know, I'm a little surprised and taken back myself.
I didn't know people were jamming Mac and Cheese like that.
But if you guys want access to Mac and Cheese 5, it's pinned up to the top, how to get it.
You just basically have to change your name and upvote.
Drop your, what's it called?
Your taproot wallet address underneath after you upvote.
And just let them register you down with a checkmark or a little plus.
So, if you're interested, check it out.
So, I'm really kind of curious to see how he's going to bring the music on Chain or if this is all just theatrics and we're never going to get the actual music on Chain.
But if he does, I mean, GG's to him.
We already got a couple people, Violetta, and I know that Ed Balloon has his piece.
But a full album on Chain is going to be something new.
So, we'll see how it works.
And then especially with the fact that it's, in a sense, on a public ledger.
So, there is no royalties or really kind of ownership for that end, right?
So, hey, GG's happy.
Go Frank.
Let's go to Lane.
And then I got some more things.
Guys, I've kind of just come on today hoping to get a bit of sympathy.
My wife, she, I've been hiding it really well.
But she caught me for the first time last night.
She caught me on the CoxBTC Discord channel and the Discord server.
It was, I've done a really good job of hiding it for the last couple of days to weeks.
No one's seen me.
But last night, I was doing the foolish thing of scrolling through in bed next door to her.
And she just looked over and there it was.
You've got to give people context.
Because it's like, no one knows what the fuck you're talking about.
Get something up to the top if you're going to share it.
You know?
Yeah.
And, you know, I'll fill it in a second.
But just to get through my sadness, I kind of just want to air my heart out.
I kind of, so, you know, she saw me and we haven't made eye contact since.
She's now left to go to London for a day and she doesn't even really want to.
The whole thing's been awkward.
The old text here and there, but she's not really been speaking.
And the worst thing about all of it is that she doesn't know that I've got CoxList.
And so she doesn't, she doesn't know that.
Bro, what are you talking about?
Pin it up to the top.
We're hearing you talk about dicks for like fucking five minutes.
Everybody's in the room.
Pin up what you're talking about.
I know what you're talking about, but you got to pin it up.
So people can know you're not just obsessed with dicks and cocks.
He's going to be obsessed with dicks and cocks?
It's okay, Lane.
Let's go to Flame.
And then I'll pin up what he's talking about so you guys can get some context about CoxList.
Aren't you glad you went to him first?
So just a few other quick things.
As a reminder for the R6 protocol, they are called meta protocol.
So something tells me, without knowing too much about that, that it's going beyond runes.
So that could be another reason to get some skin in that game.
Also, I do have a question for I'm So Chris, but also want to mention one other thing, which is Orange Domains.
I don't know if people have heard about that, but Hero, you know, Leather Wallet, they're partnering with Trust Machines and two co's to bring domain name service DNS to the Bitcoin name service in a new entity called Orange Domains.
I'll pin that tweet. And then finally, just, you know, we share a lot of alpha here.
I just want to make sure I give credit to where I get some of the stuff from.
You know, I am pulling some of the stuff from the family room, which is Resang's Discord, and some of the stuff I get from Ordinal's Nexus,
which has just continued to deliver value from being there as a holder for what it's worth.
They're great. Great source of news. That's not a shill either. I'm not shilling my bags here.
I'm just saying, Nikola and that whole project, very alpha rich server, quality people, quality information,
really sort of at the top of their game when it comes to Ordinal's news.
And then last thing, question for I'm So Chris, I've heard some alpha about the Bitmap Valley bitmaps,
specifically community punks. Can you tell us about those or is that still on the DL?
So I, okay, I am not, okay, fuck. All right.
So one thing that Bitmap Valley is going to do is it's going to offer a way for projects and communities to create utility
and I guess you could say token-gated or like monetizable environments in which they can expand and deliver things to their holders
that would not be possible without our product being there to service them in such a very quick way,
which is why we do consider this a metaverse as a service product.
So I will tell you this, that there is a project that is very into Bitmap Punks
and do have a collection that correlates to the punks that you mentioned
and those will have districts inside of Bitmap Valley
and they will have avatars and they will have their own cities and they will have their own mini games
and they will have their own tokenomics and economies and it will all be housed inside of Bitmap Valley
but it will be to support another project and I don't want to say the name of the project
because I don't know if they would want me to do that right now or not.
Cool. I appreciate the lowdown.
It's just nice to know, you know, that you guys are cooking up something special.
I heard a little whisperings about the community punks, so appreciate the info that you're able to share.
Something for everyone, Flame. Something for everyone.
That is what Bitmap Valley is supposed to be.
All right. Since we're talking about Metaverse, y'all been going crazy over UNAT
and non-arbitrary token PFPs.
Well, there's a Metaverse play. It's called BitEstates
and they have like a pre-ment, it's called Heyment, that you can enter.
It says, who wants to own a manor?
You've only got a 20% chance.
Enter the public raffle below for your chance to get a key to BitEstates
and BitEstates is locking the future of digital real estate using UNAT1.
So this is a NAT protocol, but with Metaverse and like land.
So we saw the PFP craze in the very beginning and then people pivoted the bitmaps.
I kind of see this with NAT where a lot of people are, you know,
trying to find the next NAT cats and now people are pivoting the Metaverse.
It wouldn't be a bad idea to enter this raffle.
And maybe this is kind of the first Metaverse plan on like on the UNASAT or NSAT fucking protocol.
And I learned this this weekend.
If you guys are trying to trade NAT shit and UNAT stuff,
Luxor has a channel inside their Discord that's facilitating this shit.
So if you want to find like a place,
so everybody wants to hop, you know, on there and do it.
Um, you can check tickers and look, go look them up on Twitter before you go in there.
But, uh, it's Luminex is actually has, uh, uh, the Discord channel where you can find new DMT mints
and other channels for percentage of mints and items.
So if you are interested in this, go into the Luminex Discord.
They have a channel there for you and, uh, you can get up to date on everything on NAT and UNAT.
Can I make one more statement, Espresso, since you just brought up that BitEstates thing?
See, we're looking at different stuff like the BRC420 things with the 3D assets that are linked to the,
to the, you know, token on chain or whatever.
We look at BitEstates and we wonder, you know, or even, uh, there's another one, Ordi Maps.
There's a whole bunch of stuff that has basically been developed right now.
And one thing that we're focusing on with Bitmap Valley is making it to where if like,
let's say BitEstates does allow you to have an on-chain 3D asset, similar to like a lot of these
BRC420 assets that are being created, we want you to be able to bring those assets into your
Bitmap Valley district so that you're fully utilizing all of the technology that is being
built around the Bitmap.
Not just what's on the base verification layer where we are deriving our data to generate
your environment.
That is step one.
And then if there's all these other protocols and all these other layers utilizing this
non-arbitrary data, we want you to be able to import and utilize those assets inside of
your district, which again comes from the base layer Bitcoin.
So it's layers on layers on layers.
And this is what makes us so bullish about Bitcoin is the programming interoperability and
like why we're bullish on gaming.
And even though it looks like a metaverse, like I know Bitmap Valley looks like we're trying
to do a metaverse play, but it's more like a tool.
It's more like a piece of technology that lets you kind of explore all of these ideas and
have tangible ways to experience all of these assets in something familiar.
So I'm very bullish on all of this and I just can't express to the audience enough with the
amount of holders across these NATs and across Bitmaps.
This shit is not going to slow down anytime soon.
Composability is king in this environment.
And that's how Solana fucking smoked ETH ultimately.
Well, Bitcoin is fully interoperable.
And I just don't think enough users in this space understand like they get so caught up
on the TPS and the block times.
But you forget that the Windows, you know, Windows, the operating system that is used on every device
or cross compatible with every existing computer on the planet, because, you know, a Mac, right,
can communicate with things that were built on Windows.
It's fully interoperable.
The same programming languages were used to create Bitcoin, dude.
So it's like we ordinals, dude, I don't even know what else to say.
It's un-fucking-believable what's about to happen right now.
And everyone doesn't realize that you can bring all of this stuff together as long as you have
some form of like, I guess, it's you got to have like a portal for all of it, right?
And so this is how we're approaching what we're doing.
But we're watching all these other projects approach from a very intelligent standpoint.
And just imagine if we can bring it all together with our platform, then other people, whether
it's a game environment or it's a website or it's a swap, whatever it might be, they're
going to be able to bring it all together, too.
Yeah, I'm not I can until until I can not have to put on a device that gives me a headache,
bro.
So I'm kind of passing on the metaverse plays that shit like I want to I wanted it so bad
and I bought a little fucking cashed out and then I never touched it.
I got a headache within like 30 minutes, bro.
And none of them, even the new ones are everyone's returning because of the same thing like that.
I balance and synchronicity.
And I just rather have the full experience with the bodysuit.
So I'm interested in the metaverse plays.
I just don't think that we're fully there yet.
But the actual infrastructure and the pathways to get to the metaverse obviously have to
be laid out before we can invite people in there.
So do you fucking rollercoaster tycoon would fucking rip on Web3, bro?
Like that's the kind of metaverse that I would play.
Not something that I'm like immersed.
Yeah, on a browser, but like something simple like rollercoaster tycoon or Sims or some shit
like that's the kind of metaverse I'm attracted to play for.
But there's so many genres of things people will want.
And that's why you need these tools versus like, yeah, you need the infrastructure and
then some kind of window into an opportunity to create your own experiences.
And this is kind of the ethos that we're trying to follow.
And we hope, you know, more people follow.
It doesn't have to be a clone of Roblox.
But, you know, you just talked about the tycoon game, right?
And you've seen obstacle games and you guys have obviously played PvP games.
You've probably seen just a plethora of game types.
If you go to Roblox, they have a way for you to basically simulate all of these different
game types through their logic and their builder, right?
Ideally, what needs to happen is something that is very native to Web3 that pulls from
immutable data, needs to exist, that can allow people to create experiences like you would
see on Roblox.
But everything inside of that experience in some way is tied to the blockchain, whether
it's through verification or through earning, you know, rewards or mining or whatever it
might be.
And I think that's what's going to happen here.
I don't think VR, you know, we have people talk to us.
Will this be available with VR?
It is a flick of a switch to make it work with VR.
But like Chief said, I deal with the same thing, motion sickness and headaches and things like
that.
I'm not a huge fan of VR.
I'm actually more of a fan of AR because it doesn't make me feel like shit.
But I think that Expresso has a great, you know, idea there.
Imagine that, again, just we are talking about bitmaps, but there's all kinds, you know,
because of DMT, right?
Imagine you do create this tycoon experience inside of a product or a service like a bitmap
valley, and you were to use data from that bitmap that was used to create that environment
to govern the token distribution or the amounts of tokens or the types of tokens that people
could get.
And you could use multiple data points so you could construct an economy that's similar
to like World of Warcraft with copper, silver and gold, right?
But the distribution or the token allotment is non-arbitrary because the data that it's
pulled from is provable and immutable, right?
So then people can start to speculate what a real world value would be based on maybe the
rarity or validity of that data.
So these are paving an opportunity for us to actually see, I mean, real in-game economies
be born from Bitcoin data, right?
We have seen in-game economies be born from blockchain tokens, but now we're about to witness
it come from Bitcoin data.
And that is, we all agree, all the data on Bitcoin that is confirmed is irrefutable, right?
And I think that that's what makes this all so fucking bullish, in my opinion.
Yes, sir.
Kind of moving.
Oh, sorry.
Titus, you're going to pin it up.
All right, go ahead.
You know, I just want to double tap on what Chris was saying, but I would push back just
a teeny little bit about the VR.
I do think that we're actually not far away from being able to do a metaverse VR.
I just think that it needs to be stationary.
If you have to walk around, then no, that's not going to work because that's where the
vertigo and stuff comes from, because in VR, you glide, you don't walk, and it gives a
lot of people a headache, including me.
But if you're stationary and you're doing something like just looking around, sitting
at your chair, it's not so bad.
I mean, I played the Spider-Man game on my Oculus, and I'll tell you what, standing or
sitting, that's a motherfucker when you're swinging around.
Well, that's what I'm saying.
You know what I mean?
You can't be moving.
You can't be moving.
So if you're playing a game where you're fishing, and you're sitting in the boat while
you're fishing in VR, that's doable.
Oh, I see what you're saying.
But if you're running around killing people, that's not okay.
I agree with you.
And King Titus, things worth thinking is like when you come and play blackjack with other
players, or you enter the billiards game, or you play pinball, that's exactly where my
mind is, too.
How can I allow you to be, like, how can I let the experience feel closer to your chest?
Almost surreal, right?
Like, where you walk up to a person, or like, let's say you walk up to a computer, and you
start to interact with the computer.
That's a stationary event.
But how do you make that surreal?
Well, when you start typing on the computer, you can see your hands.
Well, hold on a second.
I shouldn't be able to see my hands in this environment.
And now all of a sudden, something that was very simple and basic to build for, like,
the everyday person also can start to become a surreal experience because you're starting
to feel that out-of-body simulation inside of VR.
Like, wow, that's my hands.
But you're just sitting in a chair typing on a keyboard.
You know, everything is like a streamed instance.
But you feel like you're part of something.
Exactly.
I'm bullish, dude.
Have you ever played big screen on Steam VR?
No, but I'll look it up today because you're telling me it could probably give me some influence.
And I'm always looking for influence.
All right.
Metaverse nerds.
We're moving on.
But, yeah, before we move on, you nerds.
I don't know if you guys have seen the Disney guy.
He was doing the VR.
And they have, actually, the floor.
You walk and it moves with you.
The floor.
You stay in place, but it's way to walk.
Yeah, it has little beads and stuff for him to walk.
And then, also, a lot of people that play video games and that are going to be playing in VR are fucking lazy bitches.
They sit on their ass all day and move their thumbs.
I did this before with the Xbox.
They had to connect and, like, after two or three days, you get sore of playing because you're out of shape.
I think that's another deterrent with VR is that people are lazy and they just want to sit down.
Being interactive and moving, like, you actually have to be in shape.
And that's just kind of the opposite of the kind of the people that play video games.
So, that's one thing that I noticed playing the connect in all those days was, like, man, I was sore.
I couldn't play consecutive games like someone would play consecutive days on a video game just when they're moving their thumbs.
But, yeah, let's move forward on the metaverse.
First, we could talk about, like, metaverse and gaming for, like, 16 hours and just people just leave the space constantly because they fucking stick it here in the same ass shit talked about over and over again for the past seven years.
So, let's go to the moon.
Bro, it's the future.
It's the future.
Real quick.
Got something pinned up to the top.
We told you guys about this a while back.
We put FMO on your radar.
So, FMO stands for Full Moon Ordinals.
They also have a BRC-20 ticker, which was entry into a collab project that they have with something called the Tiny Vikings.
But that collection and co is the second token airdrop from the Saturn Incubator, right?
Saturn's first airdrop was the rings slash rug to their communities.
This was probably about a month, a month and a half ago.
This is moon.
It's coming from AlphaSan and team.
So, if you guys are interested into this next drop, if you guys are participating on Saturn and kind of farming that airdrop, this is going to be the next thing that you guys should be looking forward to.
And then I will kind of confirm with Alpha when I can, just if there is any kind of allocation, if you hold FMO or, you know, what exactly that works to get some access to this moon token.
So, we'll get a little bit more info from him later on in the week.
But this came out overnight.
So, I just wanted to throw this on your guys' radar.
I did this all weekend, bro.
I have 50,000 FMO.
I spent all weekend fucking transcribing it and sending it to five different wallets, bro.
Like, it took fucking forever, but I got to get done, bro.
And that was basically the rumor, right?
You hold 10K, you get airdropped the tiny Vikings into your wallet and shit.
Wasn't that kind of the rumor?
Yeah.
Yeah, I spent all weekend doing that, bro.
It took forever, but I got to get done.
I fucking, I have my 40K that I haven't split wallets yet.
I don't know if it's too late.
But maybe.
I don't know, bro.
I was like, I'm getting on it, bro.
Like, I have this weekend, and it, you know, it did take all weekend, but I would try to
do it sooner than later.
Wait, wait.
Didn't that already close, like, middle of last week?
I think the large guy did the wallet.
Maybe the snapshot happened last week, but the wallet opening thing barely opened up over
the weekend.
He was over there in Denver with us, and he opened it when we were together, I think Saturday
or something, or Friday.
Yeah, so, do that.
Go ahead, Flame.
Yeah, this is just more of a heads up for WASI holders who may not be aware, but LoomDart
in the past month or so has delivered a lot of value to holders.
I know there were snapshots.
First, people got these 404 tokens, and basically, if you hold 10, it gives you these mini WASIs.
They're called Chiblings, and they utilize the whole 404 technology.
So, if you hold 10 tokens per Chiblink, if you send one token out of the wallet, the Chiblink
disappears, right?
But, if you send a token back, you get a brand new Chiblink.
So, you can burn them.
If you don't like the one you have, you can just send a token out of your wallet to another
one of your wallets, and then send it back, and you'll get a new one out of the pool,
which is pretty cool.
And, I know the token itself has a little value, and the Chiblings themselves are sitting
at like a, I think they're like at a quarter of an ETH floor.
I haven't checked recently, but that was a nice little stimmy from him and some extra
art.
But, he also dropped people a meme coin on Blast called Pump.
So, and you can still claim it.
So, if you've got a WASI sitting in your wallet and you haven't thought about it for a
while, first of all, take a look at the floor on those.
You'll be happy.
Second of all, take a look at your wallet that's holding it, and you'll realize that
you probably have a couple of new NFTs, or one NFT per WASI.
And third, go to the claim site, go to the Discord, get on the claim site, and go grab
your pump, and see how much that's worth.
Last night, allocation for two WASIs was worth about 1.25 ETH.
So, pretty cool.
Yeah, everyone's just, well, I mean, it's the fact that LoomDart's been the primary kind
of, I would say, thought leader, advocate for Blast, really pushing the needle forward
and making Blast what it is now, in terms of just awareness and marketing.
And so, just base kind of, oh, if LoomDart's working with you, surely the WASIs will get
a little bit of love.
Surely the WASIs will get some type of extension, even if it's trickled down, you know, economics
in what sense, they'll get something.
And so, that's why WASIs have, since then, been running so hard.
Totally.
Yeah, I just pinned up the Coinbase thing.
Coinbase app is all the way up to number 44.
And once this hits number one, I'm selling everything.
Another benchmark for me.
But yeah, we were at 84 yesterday.
We were at 44 today on financial apps.
We were at 7 yesterday.
We were at 4 today.
So, once this motherfucker hits number one, I'm fucking stabling up and getting the fuck
out of the market, because that typically is the barometer for the top.
And then, this weekend, I did some research on a few Ornals collections that are coming
out.
I don't know, like Trill, if we can collab with these or it's too late, but I'll just
pin them up.
The first one is NGM.
He says, there's a mere 250 pieces up for grabs.
If you're serious about joining our ranks, you better act fast.
Follow, comment, retweet, and like below to DDT in 24 hours, creating something that
others can't, inspired by OMBs and brought to life by AI.
So, this looks like to be like an OMB AI thing.
I don't know how well it's going to do, but just early has 5.2K followers and 164 people.
He has a Discord.
So, you possibly want to go in there and see what you can do.
We have one called Glyphs.
Text is art.
Go to glyphs.gg.
The first 512 on-chain generative glyphs on Bitcoin.
Inscriptions, 146018 to 146796.
So, it says under 150K inscriptions.
So, you can check those out.
Fully on-chain art.
You can go to ordinal.ment.
He posted that 8 hours, 18 hours ago.
So, check that one up.
I know we had like the bit glyphs or whatever.
Went from 0.01 to 0.25.
So, maybe these can kind of a sympathy play based off that.
The next one is the Lord of Ords.
There is no better way to start the first publication unveiling the first page of the book from the Lord of Ords collection.
This book will be available to our faithful members of this family.
And their Twitter has about 197 followers on it.
Seven people.
He's following seven people.
The Lord of Ords is a 10K handmade collection process.
Slow and meticulous.
No release date.
No Discord artists developed from a community of the world.
So, that one's really, really fucking early.
It has 100 and so fucking followers.
So, turn the notifications on for that one.
And then the last one kind of looks like a derivative of a honks.
It's called Duckins or Duckinals.
Get ready to rule the pond.
Duckinals Mint is on the 8th at 9 a.m. Eastern.
Public at 0.0001.
Platform Ords are.
Should we do a whitelist or stay public?
Comment your tab below if you want whitelists and share this with your friends.
Rune Stone announcement soon.
Quack, quack.
So, that is another kind of Daffy Duck derivative.
Kind of looks like honks.
Is it Duckinals or whatever?
Honkin' Olds.
I don't even know a fucking name anymore.
But the honks.
So, those are the four that I found all really early.
And we could possibly get whitelisted for a few of these.
So, Trill, take notes.
So, just wanted to throw those up there for you guys.
I'll go through a couple too.
So, pinned up to the top.
Ordinal Sigma.
Ordinal Sigma is not new.
Hantoshi isn't either.
But have since combined to finally create a PFP for their Alpha group.
For the Ordinal Sigma X group.
And so, it'll be a series of, I think, 5K in that range of animated GIF PFPs.
And then they just have a couple of previews up top.
Teasers.
Fucking fire, dude.
I mean, obviously, I'm a Star Wars nerd.
So, then using Stormtrooper helmets and stuff like that kind of hits home for me.
But, you know, not too many animated GIFs.
Especially not PFP style.
So, something that I have my eye on.
Peppa Ordinals.
This is another one that's slowly starting to get a bit more steam.
Um, shit.
I got whitelist yesterday by just reaching out.
Chopping it up.
Trying to be a genuine MF-er.
And, you know what I'm saying?
It worked.
So, I'm going to pin it up to the top for you guys to check out what I'm talking about.
Who I'm talking about.
Seems like it's a collection of 1,111.
And they will all be free.
So, if you're interested, there's a subber up there.
A couple other options to get whitelist.
As well as closed mouths don't get fed.
Right?
Shoot your shot, guys.
What's the worst they're going to do is say no.
And you're going to be in the same fucking position that you're in now.
So, another one there for you guys.
And then lastly, um, I just wanted to re-remind everyone that tomorrow we have the Bangers Mint.
That's coming up.
It's going to be launched on Magic Eden.
The Bangers is that almost, I'm not going to say black and white because there are color splashes.
But it's that hand-drawn PFP style.
We saw a lot of honoraries go around probably about two to three weeks ago.
As well as the backstage, uh, Bangers Pass.
So, if you guys are interested in that, if you guys have an allocation or whitelist, be on the lookout.
It goes live tomorrow on Magic Eden.
What's the collection size?
Um, let me double check on that.
I think it's three, three, three, three.
It was three, yeah.
And then price was like, I think, it was actually kind of decently high.
I don't know if they changed it.
Um, it was at .0138.
Um, I don't know if it still remained the same.
But, yeah.
I mean, we're, you're, you're whitelisted on that X.
So, just.
That was the next question.
If you got a backstage pass, does that mean you're whitelisted too?
Yeah.
Okay.
Okay.
All right.
So, we'll see how that goes.
A lot of people are bullish on that one and, uh, Inc. on BTC, uh, in the coming few days.
So, we'll see where that one goes.
That one's kind of cool.
It's kind of taken over the timeline.
And, uh, yeah, we'll see.
We'll see.
You got anything else, Chief?
Are you good?
Yeah, go ahead, Titus.
Good?
Oh, yeah.
Go ahead, Titus.
And Lane just dropped off.
I was going to throw it to him next to Titus.
Um, so, I was wondering, are there any other whitelist opportunities for Bangers and Inc.?
Like, do we have, like, maybe a best place to, maybe if you're trying to go out and get
some of that, do you have any ideas?
For Inc.
Or, or Banger?
For either.
For either.
Is it too late for Banger's whitelist?
Is that settled all the way?
Or, and then, and Inc., is there a good place to go for it?
I would assume Banger, since they launch tomorrow, is probably too late, um, to get yourself,
you know, kind of positioned for that.
Inc., I know that they're having a lot of raffles inside the Discord.
I know you still get, um, increased chances if you're utilizing the Magic Eden wallet
when you apply.
Um, and then I know that their squad kind of raffles and all that going off still.
So, I'm not sure if they've finalized it yet.
I'm still seeing people cop and, and show, you know, post screenshots that they're getting
whitelisted.
So, I think it's just kind of going out there and positioning yourself in their Discord,
really, is where they're giving it all away.
Oh, and Fimojis, Fimojis has, I think, 60 more spots.
So, maybe that they're going back and doing a second wave allocation, um, to, to communities
that are established in the space.
Cool.
All right.
Oh, real quick, Chief.
Check DM real quick.
I just sent you a message.
Gotcha.
Uh, I'm going to pin something up to the top.
We got OSF, um, and it's also a, uh, actual link to an Alphabot.
So, I have a free mint coming up.
There are 2,000 spots available in the public raffle.
Looks like we have 1,418 entries so far.
So, the odds are quite good.
I've added a ton of NFT projects to the raffle, so check to see if you qualify below.
Guys, if y'all want to go check it out, go see.
Um, I mean, it's going to be, in my sense, I would want to position myself to be a part
of whatever OSF is working on.
Him and Mando have been killing it, just in terms of trading.
Not only that, but brand creation, right?
Um, you know, I got the right drinks.
You got a right guy, just the brand itself getting bigger and bigger in terms of acquisition
and, um, recognition.
They moved to that equity deal about six months ago.
So, continually doubling down on their brand building as well as brand equity.
Um, go ahead, Leigh.
Sorry about that, chaps.
I got rubbed on a couple of occasions.
Um, I want to start by apologizing for my, for my crass language earlier on without, without
due explanation of what I was on about.
So, just to riff off a couple of the things that Espresso and Chief would say in regarding
Ordinals, um, mints.
I don't know if it's going to be this week.
They haven't fully announced exactly when, but the Curated Ordinals Collectors Club Society,
shortened to cox.btc, is going to be minting at some point this, this month.
As you can probably imagine, you know, just from the vibe of it, it's, it's fully a bit
of a meme-y sort of play.
And as we've seen in the last kind of couple of months, meme plays seem to really fit with
BTC culture quite nicely with things like pups, PMBs, et cetera.
So, I'm expecting this to cook.
A lot of people in my circles are talking about it.
Um, join the Discord.
You know, if you're lucky enough, you're, if you, if you own one of the collections that's
associated with what they would consider, you know, I suppose an OG Ordinals Collection,
you'll get the founder role.
Um, and, um, if you're, um, if you're a chode, you'll get the chode role.
Um, and all of these are prerequisites to getting Cox's List, which is essentially a
guaranteed mint.
And I'm expecting it to cook.
Um, and I'm going to be, I'm not going to be flipping this.
This is going to be going in the vault, um, much to my wife's chagrin.
Um, that's the first thing.
Um, and then the second one, which I'll post when I get to a traffic light, because I'm
an illegal MFA like that.
Um, um, no, JK, I'm not, I'm not, I'm not, the DVLA, if you're listening, I'm not driving
currently as we speak on this spaces.
Um, anyway, um, uh, so the second one is a, a collection that I've just been made aware
of that, um, is essentially, it's got a significant portion of its mint or its collection sub 10k
that's not yet minted.
And obviously these are becoming less and less common to see.
Um, so it's, so scripts is the name of it.
Um, it's 155 AI generated, um, quite cool kind of high res pictures of what looks like currency.
Yeah, I'll put it up to the top.
Thanks bro.
I appreciate you.
Um, so about, about a third of them are sub 10k.
Um, and, um, because we're only kind of four days into them significantly starting to post,
you know, if you engage well with their tweets, I wouldn't be surprised if, you know, they've
already seemed to have given out a few different white lists, um, lists to, to people who have,
you know, got involved with the storytelling aspect and the culture aspect of what they're
trying to do.
So it's a little bit different in the way that they're kind of presenting and getting
the community around this, this project.
So I'm going to be watching closely.
I'm going to be engaging and trying and getting onto that list to get us up to 10k piece.
Ideally, that's me.
GG's on this fine too.
Cause it's something that I had to kind of end the show with as a, as an early fine.
And so, yeah, guys, this is one of the beauties, I guess, of Bitcoin that I personally like
is that, you know, people were able to sit here and inscribe and cook it and choose when
they wanted to come to market, whether or not you agree with that or not.
I mean, no one cares, right?
They didn't ask you, they just decided to do it.
And so we can see that collections will be put together that were inscribed early on
that we had no idea existed and that were even collections or that they connected together.
And so I don't think it'll happen much longer, right?
Maybe another three months, maybe six months, but after that, there'll be, there won't be
any of these early finds or, or like hidden gems of, Hey, these guys have sub 100k inscriptions,
sub 10k inscriptions, whatever it is, you know, by then someone will sat down and go one through
one and seeing if there's some type of connection.
So I found this out probably about a day or two ago.
And so, man, appreciate you bringing it up, man.
Hell yeah.
And then just moving over to injection, you know, Mido Finance launched about two weeks
ago.
They launched the first token, it's a launchpad, Mido Finance is, or Mido Finance.
And they launched the token from the quants called Kunt.
And, you know, it was the first coin.
They have the next coin that's dropping and it's called Hydro from Hydro Finance.
A lot of people are bullish on it.
Hydro is an ultimate injective native LSD and LSD5 protocol maximizing yield with LSD,
real staking yield assets, RYAs, and farming.
And then another thing that just dropped is this.
So the long-awaited Hydro subscription is near.
Subscriptions for the Hydro token HR is starting soon on Mido Finance launchpad.
The total amount is going to be 45 million Hydro.
Sale price is going to be 0.1 USD.
Wallet conditions is 10 injective staked.
Max subscription is 500 injective.
So it looks like if you staked, if you have 10 staked injective, you might be eligible
for this, which is, from my understanding, this is new.
So you'll need to have 10 injective to be eligible.
A long-awaited Hydro subscription is near, blah, blah, blah.
So I know a lot of us have staked injective.
So I think we'll be eligible for this Hydro token when it launches on Mido.
So I know a lot of people start on injective, and you probably have 10 stakes.
So I just wanted to let you guys be aware of an opportunity there to make some money.
Not a lot of this has actually been that profitable, but maybe this one will.
We'll see.
A lot of people are pretty bullish on Hydro.
So maybe it might be a cook.
Go ahead, Blaine.
Just wanted to say really quick, as someone who has been roasted a little bit, and rightly
so, on stage, I just want to give props to Lane for coming up here.
We're attempting to tell a joke, taking the roast, falling off the horse to get right
back up.
This is how we do it.
You know, like, we learn live sometimes, and it shouldn't make you afraid to come back up.
Everybody here is cool, but you got to understand, if you go sideways, you're going to get blasted
for it.
But it all comes from a good place.
Yeah.
Chiefs just likes to give people a hard time.
That's all it comes down to.
No, because it's not for me or you.
It's for the people listening.
Exactly.
If I know what he's talking about with Coxless, what good does that do the people that don't?
And he's about to rant for 30 minutes about Cox.
And you know what I'm saying?
And no one has an idea of what we're talking about.
So that's all.
I just like to put something up to the top as a little bit of context, because some are
visual.
Some listen.
Some people just, you know what I'm saying, don't do shit.
Just LARP and hang out in here.
And that's cool.
We like the numbers, too.
So you can do whatever you want.
But appreciate you coming back, Lane.
Really means a lot, man.
I pinned this up from Santiago Santos.
And his kind of narrative and the coins he thinks does the best are crypto AI coins and
Bitcoin layer twos and memes.
So I'll just kind of read how he believes it.
And I kind of see this, too.
Since they're new narratives, there's less people underwater that will sell into like green
candles pretty much.
So he's like, these are new narratives.
Not a lot of people are underwater.
So he thinks that has more escape velocity because of that.
But this is kind of his narrative.
So crypto, AI, Bitcoin layer twos and memes, especially new coins like Wip and Bulk are
very clean narratives as they don't have prior cycle baggage like gaming, P2E and DeFi.
Think about which trades market participants will be able to do in size.
BTC, ETF, and TradeFi plus major caps are coming up as option markets open, which drives
more demand and attention to the trade.
Majors like ETH, ETF soon, and Sol and anything on major exchange.
Dog coins and election focused coins.
Market likes and understands simple narratives and is willing to pay a premium to get exposure
to this pace.
See micro strategy, ETF flows, and coin flows.
So I kind of believe that too, like the new coins, the new coins, new narratives, they
have the promise, they have the speculation, they don't have all the fundamentals you can
like put them, like they put statistics to.
It's like, why is this, this price?
Because if I compare it to this token, it should, it should be at this value.
So the fact that these are newer coins and a lot of people haven't like compared them
to other coins, make it like new and shiny and they go up quicker because, you know, people
haven't been holding these bags for two or three years and are underwater.
So any pump, they just want to like break even.
So I think that, you know, the AI coins and the Bitcoin layer twos and ordinals are all
kind of the main plays this season.
So I thought that was interesting.
And then Jupiter's also has a, has a new like project tasks that they're trying to do.
Kind of like trying to create some kind of dial.
Oh, for the voting?
That's literally what I was going to talk about too, so.
Yeah, I've been, this is from Cruise Control.
He's like bullish on Jupe.
TLDR, lock your tokens to vote on projects for launch pads with incentives.
Get Jupe for voting.
Get 75% share of the launch fees.
One wallet can only vote for one project.
So split them up if you must.
Remember, Jupe has multiple airdrop rounds.
This could be the criteria for the multiplier.
Tracker updated.
And then the task says trade, not swap, place limit orders.
Trade, not swap, use DCA, trade perps, lock and vote on launch pad.
So that's one of like the criterias.
So you guys got to continue doing that, right, Chief?
I mean, that's not a bad getting like a little bit of like revenue from it.
75% of shares on the launch pad fees?
That's not bad.
No, that's not.
I mean, they're giving out a shit ton of fees, bro.
I'm really wondering how they're making it alive, man.
Like I said, this is, this sounds really great.
It just sounds too great for it to be allowed in America, you know?
And like I'm about to go to jail at some point.
But hey, fuck it.
I mean, we're just going to keep trying with the Jupiter people.
Their JLP is still printing, dude.
I mean, since I put you guys on, I did a little update and I was at, you know, just kind of a progression tab of how it's going.
Once again, I have 750 tokens last week.
I think on Monday I updated or on Tuesday I updated you guys.
I was at like 16.
Well, this week we're at 17, 17.
So once again, if you're looking for something that's a little bit passive, it's not fucking crazy amount of money.
But hey, $80, 70 bucks in a week for not doing quote unquote jack shit, but just holding, letting people gamble.
You're getting the chance to be the casino and provide liquidity for people to gamble.
And if you understand, the house is going to win probably 80%, if not more of the time.
So just something, you know, if you want to park your soul, if you want to park your jupe,
if you want access to that ecosystem in one shape or form, JLP is one way that most people are not talking about.
That is basically passive.
And then the Dimension, they have, we talked about this last week, the NIM basically announced that they're going to be the first roll up on Dimension.
So if you have staked your Dimension, it looks like you're going to get that NIM airdrop in the coming weeks or so.
So that's going to be a nice little, a nice little cook.
I was trying to find the announcement on it.
I'm going deep into my thing.
Maybe I'll just search NIM on Twitter and I'll probably come up with it quicker than going through all my bookmarks.
Here it is, NIM Network.
And they basically announced, here you go.
It says play, evolve, repeat, roll app soon.
So this is kind of, this was kind of the, the bull case for Dimension is that these are roll ups as a service.
And anything that launches a roll up as a service on Dimension, stakers are going to get airdropped that token.
And NIM is the very first one.
And they're basically just starting their advertisement and marketing.
And they're saying soon.
So probably in the next week or two, I know there was a snapshot maybe two, three weeks ago.
So maybe that was a snapshot.
Maybe that was for wormhole.
I'm not sure which one it was for, but I would imagine you're probably going to get some free money for staking Dimension here relatively soon.
And it'll probably pump the price once people are like, oh damn, you got a free $4,000 for fucking staking Dimension.
I need to get to the Dimension.
So Dimension sold off relatively big in the past two weeks.
But I think now that they're going to start airdropping people, it's going to be like the new Celestia.
And people are going to go FOMO into NIM to get the next airdrop because this is just getting started.
Roll up as a service.
I mean, they're probably going to have 150, 200 coins by this time next year.
So that could be, you know, I don't know how much money each one will get.
We'll kind of see.
But this is the very first one and we'll see where it goes.
So I'm going to go over and deliver this.
You got something, Chief?
You're starting to see more and more versions of that, too.
I just pinned up to the top the Peak Network.
Peak Network came out two hours ago and said that they've officially integrated with Wormhole.
What it does is it makes D-Pins on the Peak easily accessible for people across 30 different ecosystems, enabling them to quickly bridge their tokens to Peak, pay for goods and services, and then participate in machine DeFi.
So for those of you guys that don't know, Peak has been the primary driving force as, I guess you'd call it an alt layer for processing D-Pins, right?
And setting up D-Pins.
D-Pins are decentralized physical infrastructure networks.
So basically, devices that are set up by us as participants, as retail, whatever you want to consider, to create a mesh net of either information, whatever it may be, right, that we are setting up the network ourselves.
Examples of this are Helium, Silencio, Grass, and a bunch of other D-Pin products, Demo.
So anyway, Peak has been pushing all of this and now to partner with Wormholes.
So you're not stuck to Solana anymore, which has been one of the biggest things that most of these D-Pin networks were, where they were having to be based off of Solana just for the DPS and ease of use.
But now with Wormhole, you can base the original token on any chain and use Wormhole to bridge back and forth and kind of settle that way.
So I think this is definitely going to open the door for those that didn't want to be cornerboyed into Solana and wanted to develop D-Pin, maybe utilizing BTC as a base hardware layer, maybe ETH as a base hardware layer.
So kind of excited to see where that opens it up and how it expands from there.
You're still cooking on D-Pin, aren't you?
Did you go to any D-Pin conferences in ETH Denver?
Did you meet up with anybody?
No, bro.
So look, I left the Ord house for one time.
And this is no disrespect to whoever likes to do this kind of shit.
I mean, hey, it's whatever you like to do, right?
So we left the Ord house one time.
We went to the flightless birds party.
Not the expensive one.
But anyway, lots of men with light-up cat ears.
And I realized that, you know, this is clearly not BTC.
And we went back home.
And that was that, dude.
Like, we didn't, you know, venture further off.
We went to a couple other events and tried to talk to people, but realized that we're still the losers.
You know, and it's just fun when the number goes up.
But in reality, like, we're still the Ordinal losers.
We just have expensive assets.
So just went back home, stayed with the orange pill people, and we just left it alone.
Yeah, I mean, you guys are losers now, but wait until the end of the bull cycle.
You guys are going to be, like, the one.
Cat ears.
Light-up cat ears.
Bunch of dudes standing around with light-up cat ears.
It was tough.
Were we LARPing?
Was that a LARP?
Like, what was the cat ears for?
Shit, that's what I'm asking.
What are the cat ears for?
Is it for Luke?
Is it quantum cats?
They were birds.
There was a bird party.
They don't even have ears.
Like, what the fuck?
But anyway, like, the goodie bag was cat ears and a giblet.
Giblet was fire.
I don't know in Crocs, but the giblet was fire.
The cat ears, not so much.
But the hat.
At least it wasn't cat ears and a butt plug that had a tail in it.
So you could really be a cat.
Those were probably all taken.
We just don't know.
Probably right.
And, you know, it has been the Chinese New Year's.
A lot of these exchanges in Asia have been home, on vacation.
And we knew this.
We've been following this from the very beginning.
They've had announcements for it.
But, yeah, the OKX wallet, batch listings on ordinals, inscriptions, transaction fee settings, UTX for management, and zero service fees.
And if you look at this, they have on here ordinals, atomicals, doginals, ARC20s, and collections.
So it looks like OKX, we've noticed, is going to start integrating atomicals and doginals.
And I even had fucking Ansem yesterday.
He was talking that he bought Doji, our Doginal, in early December and wondering if it's up.
And I was like, bro, it's up, bro.
I'm going to sell that shit.
So, yeah, doginals are starting to heat up.
People are starting to figure it out.
And, man, you sold for a loss on those mini Dojis, bro.
They're at like $1,100, $1,200 now, bro.
But, whew, got to love it.
Got to love Dogecoin and doginals, man.
So I just saw that from Ansem.
I replied, and he's like, I bought these Doji, doginals thing.
I'm like, did you buy Doji or did you buy a doginal?
Like, I need to know which one you bought so I can fucking FOMO into it because all your followers are going to FOMO into it too.
It looked like it was the mini doginals got a lot of the attention.
There was a bunch of sweeps.
I know a few sold for $10,000 yesterday.
And that was the one I've been calling out since the very beginning is like the Bitcoin frogs.
And, you know, people are accumulating those.
But I took a lot of my fucking mini Doge.
All the Ethan to dipe.
And then that fucker Ethan disappeared with all our money and just gave me the dipe.
Like, this is some bullshit.
Yeah.
Yeah, I mean, there's the gnat dogs that I talked about last week's cook-in.
There's these new dragons.
I couldn't even buy any yesterday because they were fucking, like, airing me out.
But the fucking Doji coin got up to, like, $114 million market cap over the weekend.
And it was ripping.
So, yeah, people, like, you saw Dogecoin go for a rip.
And that's what I've been kind of saying.
Like, once the ecosystem rips, everything underneath the ecosystem goes up with it.
And that's why I'm kind of bullish on Doge.
It hasn't even reached its all-time high.
So, I imagine all these assets underneath it are going to, you know, go to all-time high every time it rips.
So, Dogecoin, something I'm pretty bullish on.
And we'll see where it goes from here.
I mean, my bags have been packed.
So, I'm just kind of sitting here like, should I sell?
Nah, I'll just hold.
I'm chilling with my Doge shit.
I got spot Doge buys that I'm writing.
You had some conversations this weekend that made you a little more bullish on Doge Noles, didn't you?
Yeah, I mean, Eric from BRC20 Coins, he was one of the first, you know, DRC markets and stuff like that.
And my man's saying Doge to $5.
So, if you can take a piece of his bullishness, you know, and just try to win on that end, I'm okay.
I mean, we don't even need $5.
That's greedy on my end.
But pinned up to the top, the last thing that I got for you guys.
Had an awesome conversation with Bear Snake.
Learned a little bit more about the Quantum Lights.
Turns out Quantum Lights is not officially from the Shadow Hats team.
So, for those of you guys that were, you know, kind of looking for a Delta or Beta play on that end, we saw a little bit of the Shadows run with the announcements of the Quantum Lights.
But according to Bear Snake, it is someone who is a part of their community.
An OG in the sense.
Wanted to do something for the Shadows.
Thought it was a cool, fun spinoff.
And Incense has been building on top of something that they've already established.
But the Quantum Lights are not from the Forgotten Runes team.
So, if anyone was kind of making moves with that basis, just be weary.
And just do a little bit more further research.
So, just putting that word of caution out there for you guys.
With that being said, there is a new announcement from Quantum Lights pinned up to the top.
Announcing Udi to be their third Light of Honor.
Nice, nice, nice.
So, anything that gets listed on Binance, it fucking rips.
I pinned up something from CryptoRank.
Basically, the coins with potential listing on Binance.
You have Ando.
Super bullish on that one.
Need to get an entry on that.
You have Big Time, which is a game.
Pandora, which is ERC-404.
P-Stake.
Centrifuge.
Mavia.
NYM.
And Alephia, which is an AI coin, too.
So, maybe getting it in before that might be bullish.
I saw this.
I don't know if this is actually a joke.
Or what the fuck is, but Binance posted this three hours ago.
Fragrance meets Finance.
The new Binance sin is here.
And it's a fucking cologne.
So, I guess it smells like must.
Because most of you fucking Web3 motherfuckers smell like ass.
And Chief knows that for a proof this weekend.
He smelled you all.
And he came back saying, bro, you guys.
Like, imagine if it smelled super bad when Bitcoin was, like, cheap.
And then as Bitcoin gets more expensive, it, like, ages.
And you can go in there and swap it out.
Like, yo, we reached 60K.
Okay, please, please deposit your 40K smell.
And then they reissue you a new bottle.
You know, that'd be a pretty player, bro.
I guarantee you some people would pay if they could physically prove that this is what, you know, 70K smells like.
You can only achieve this if you got a 70K Bitcoin in your bag or something.
Like, the pheromones change inside the bottle.
And it's, like, it has, like, an RFID chip that has an oracle attached to it that, like, the pheromones change based off the price of Bitcoin.
You know, that would be a fucking banger, bro.
Like, that's, yeah.
Dude, we have to figure that out.
And I always thought, like, having the, like, the, like, the Trezor, our ledger necklace, and it changed color based off the portfolio inside change.
Like, it gets, like, a gold color when your Bitcoin's at, like, $100,000.
But, like, the color of the ledger changes to red whenever, you know, Bitcoin's under 30 or something.
Like, that would be a banger ass idea, too.
But, yeah, this cologne looks interesting.
I don't know.
I'm not going to buy it.
But I think a lot of you guys should because you guys don't take showers and you go in public.
And you guys need to, you know, mask that a little bit.
So, and then, I guess, Frentech, you know, heating back up.
People are going back and saying, like, each point's going to be worth fucking $10.
I wish.
It's really fucking new.
But, yeah, some people on OTC are saying these are trading for about $2 to $3.
I have, like, 450 points.
So, the higher the amount, the better for me because I didn't spend a lot of time on Frentech.
But, yeah, if it's, you know, $30 per fucking point, man, I'm going to be fucking rich just along with bread.
And everybody else that was performing on that shit over the week.
So, over the summer, I mean.
So, that's that.
We got fucking a hand up, Flame, and then we'll probably end the space.
So, go ahead, Flame.
Yeah, really random.
I just saw that Beanie put us to the – tweeted a link to an article.
And I clicked on the link, and it had something to do with a project called Blend.
And I was going to go back and look at the article and try to glean a little bit of summary information for you guys.
And now it's gone.
So, for what that's worth, I guess keep an eye on Beanie and see if we get more information about whatever this Blend situation is.
Wasn't Blend on Blur?
Wasn't that, like, the Lindy thing?
And he's a backer of Blur, too.
Like, he's a financial divested.
So, I wonder if that was –
He is.
And it was a long-ass article.
I was starting to read it.
And then I was going to tell you guys about it.
And then I came back, and it's gone.
So, I don't know what happened.
He does that a lot.
He does that a lot.
He does this shit all the fucking time.
I follow him.
Good to meet you.
I'll post it up, and then it'll be like, oh, it's deleted.
And I'm like, bro, I should have screenshotted that.
You gave out some alpha, and I think that's what he does.
He doesn't want to give anybody any alpha because he gets accused of pumping his own bag,
especially if he's talking about Blur and shit.
So, yep, yep, yep.
I think that does it, man.
I think that fucking does it.
I appreciate y'all for coming out to the Daily Alpha.
This is the first show of the week.
We got four more lined up for you.
I mean, we'll have all the alpha for you before you see it in threads, before you hear it
on other spaces.
So, if you want to get to up-to-date information as soon as it breaks, straight from my mouth,
my brain, straight to your ear, tune into the Daily Alpha two hours and 30 minutes a week,
and you'll be well-educated.
And class is out of session.
Now, you guys can enter any other space and be an expert after listening to Daily Alpha.
This is like a college lecture.
And once you leave it, now you're just dealing with elementary school lectures,
and you'll just be like the smartest person in the room.
So, shout out to y'all for tuning in and knowing where to stay.
And then tonight, we also got Steven's space.
He's going to have good old Roger Dickerman, Mr. Richard Dickerman on the show.
Him and Steven are basically the top two alpha people in the whole space when it comes to
art.
So, it's going to be a great convo.
I'll throw it to you, Steven, if you want to talk about it and just end the space.
And then I'll throw it to Chief, the radar sponsor.
So, go ahead, Steven.
Yeah, man.
We've got a big one tonight with Roger.
We're going to be breaking down a whole bunch of alpha, and there's going to be plenty of
time for Q&A from the audience.
So, if you have a question about any of the art segments, right, like whether you're talking
about Ordinals, Sol, Ethereum, if you are brave enough to deal with the gas, you can
bring all of them to the show tonight.
We're going to have a great one.
90 minutes, plus some drop talk.
Definitely mark your calendar for it.
I'll be sure to post up to the top unless Trill beats me to it, which he did.
So, yeah, appreciate you guys.
Hope to see you out tonight.
Appreciate you, Trill.
And, yeah, have a great rest of the day, guys.
Look, y'all need to quit saying my goodbyes because people don't get to, y'all need to
stick around and listen to my goodbye.
You know what I'm saying?
All these people giving y'all the early goodbyes.
Anyway, TDA is brought to you by I'm So.
I'm So is a cross-chain, interoperable ecosystem between Solana and Bitcoin, powered by the
Evolve token that you can find on the BirdEye app.
Currently, you can play the Endless Runner and earn Bonk, as well as other crypto, pairing
with five to six other mini-games coming out.
Currently, there is a Ordinals Mint going on.
Pinned up to the top are details of that, along with information of what comes when you
mint and Ordinals and participate in the I'm So ecosystem.
TDA does this Tuesday through Saturday, 945 to about 12, 1230 Central.
And it's TDA or Stay Poor.
We'll catch you guys tomorrow.
Y'all be safe and have a good rest of your day.
