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THE DAILY ALPHAβ»οΈ
Recorded: Sept. 3, 2025 Duration: 1:12:40Space Recording
Full Transcription
Thank you. Thank you. Yo, yo, yo, what's up?
What's up?
What's up?
Welcome back to the Daily Alpha.
It is September 3rd, 2025.
Holy shit.
Appreciate you guys stopping by.
Liking, reposting the space goes a long way.
Gets everybody to know that we're here, that we're not.
We haven't left, and we're still here showing up.
Obviously, if you guys missed yesterday's show,
Allison's thread is pinned up top.
Any likes or engagements will go a very long way.
Great to catch you up on everything we talked about.
The show's always alpha-packed.
Personally, I mean, I think it's a bit different than the other space.
I mean, we talk about a lot of different things, go into different topics.
Pretty sure our space, you won't hear the things said on our space and other spaces.
So just if you guys appreciate that, you appreciate the effort going into the show.
Obviously everything we talked about yesterday is in that thread.
So appreciate all it.
Obviously if you guys want to come up, more than welcome to request up,
give your take on what's going on in the space.
If you guys want to sit down there and listen,
obviously using the comment button in the right-hand corner, tag me or chief.
If you guys want to bring up a topic or you want us to discuss the topic
we're currently on, you don't want to come come up you don't have your seat legs under you feel free to tag us
and let us know uh what your kind of view on things are so obviously we love you guys appreciate
you guys and uh yeah man one more day until football starts gotta love it gotta love it gotta
love it but today we had some uh bad job numbers, yes, it sucks. People can't find jobs.
Tell me about it.
Tell me about it.
Tell me about it.
But for our bags, that's exactly what we want.
We need bad news for our rate cuts and things and liquidity to get added into our markets.
And that's ultimately what we got today.
We are probably 80% chance of getting a rate cut yesterday.
And with the bad job reports, we have jumped all the way up to about 97, 98% chance of a rate cut. And if you guys have been listening to our show for the past
three years, I can't even find the charts anymore. That's so long ago we talked about this, but
when a push comes to shove, typically when the Fed 99% of the time starts cutting rates is due
to unemployment. It always comes down to that.
They can talk about inflation, 2%, 3%, but ultimately they know they have to continue to
print money. It's just a stance. It's one of the tools in the toolbox, but unemployment is the
leading indicator for rate cuts. And you have seen that we have had the lowest job openings since 2021, which is basically right around COVID.
And so what happened right around 2020
is we had interest rates drop and we had a massive bull cycle.
And so that's what we're getting right now.
We're basically getting the starting of us dropping from where we are
to kind of two to 3%.
And you're going to have all of that,
all that dropping of those rate cuts and all the liquidity starting to come into the space which ultimately it's kind of
leading to my thesis which i've been saying that the four-year cycle is broken the fact that we've
been at this high rate and we've uh been in this bull market and it's been kind of extended uh
bull market things have been like out of norms making me think when we actually do get these rate cuts,
sorry, I got a golf cart passing me.
We're actually going to get more liquidity in this like we have seen in the past.
And then that's ultimately going to lead to more risk assets and liquidity coming into risk assets
and then leading us to kind of more of extended cycle. So I think until we get to the bottom of these rate cuts is when you'll start seeing the
bull market actually take off.
And we haven't even got, we've given like a 0.25.
We still have like seven or eight more rate cuts at 0.25 to actually get to where we would
be at the bottom of this range.
So I do, this is, I think it's going to lead us into more of a different kind of looking cycle than we've seen in the past of this range so i do this is think is going to lead us into more
of a different kind of looking cycle than we've seen in the past and of more of extended ones so
that's what i'm looking at i mean it's kind of bullish kind of bearish the fact that there's
gonna be less volatility in this market um which means less opportunities um but this is how when
you get banks in here and you get other people coming into the space that's
kind of what we predicted is that the more and more this becomes a mainstream thing and banks and
big investors get involved there's gonna be less and less volatility which means less and less
opportunity to get rich overnight which you can always get that in the meme coins but
that's what kind of i'm looking at i did a post right before the show, just kind of showing you guys the rate cuts
and how Bitcoin has actually reacted to the rate cuts.
I'll pin that up top for you.
You guys can look at the chart.
But, I mean, it just shows you the bottom chart, bottom of this chart,
which will be pinned up shortly, is the interest rates.
And when it's peaked up like that, it's high interest rates.
But when you start seeing it being cut and you correlate it to the Bitcoin price,
you see when we bottom out is actually when the start of the bull market happens.
And we are still at the peak of these rate cuts.
So I would imagine for us to get to the bottom of this range is probably going to take a few months,
six, seven, eight months.
And once we hit the bottom of those rate cuts where we're down to like 2% to 3%, that's when you see Bitcoin start taking off.
And that's basically leading me to my thesis that this is going to be extended cycle or we're actually going to break the four-year cycle psychosis this year.
And you've already seen it in the chart, dude.
Like, go look at the 2021 to 2022 chart.
We had two peaks.
And now we're having less volatility than ever.
We're kind of getting up, and then we retrace barely to the last three years of all time.
Then we go up, and it's kind of like a stairway, more than a double top where we go down 90%.
So I already see the difference in this cycle compared to last cycle.
I think it has a lot to do with the interest rates and no retail. But the fact that we have institutional adoption
now makes me think we're not going to get these crazy 90% pullbacks and double tops because that
would basically legitimize the whole space if we just kneecap this whole space every three years,
right? I think it's going to be more of a micro bull micro bear micro bull michael bear and we just
kind of go up in a stair step in the next four to five years in my opinion it's kind of i'm thinking
it but it's just interesting it's just interesting times to be here how are we feeling this morning
chief how are you liking how are you feeling about this are we going up are we going down
how are we feeling i'm still in bro i think this is good confirmation, right? That in a couple days, looking forward to the rate cuts and just kind of how the market reacts with that.
It is one of those probably more or less priced in, not indefinitely, right?
But at least in this short little run up, I think you had to know that this was coming and kind of position yourself accordingly, at least with size, right?
Like you said, it's not instant.
It takes a little bit of actual time after the cuts happen.
And then we start to really rally and people feel like that they have more money, right?
Because it's one thing for you to say, hey, look, you're going to have more money.
And then it's another thing for them to look down and actually see more money in their pocket and have the ability to spend more money you know and i think that that's
ultimately you need that realization to come on and okay cool risk on i'm ready to go i have an
extra 50 bucks to throw you know yeah dude and that yeah ultimately it's going to take a while
for retail to feel comfortable enough to come back in the space.
And are things in this space actually going to be attracted to retail?
Where like, I don't think they're coming in the meme coins.
Like we've already talked about how bad of an experience that is.
So I do think if there is actually products here and things that actually do that retail attract retail, I actually think they'll come back.
And I think we're starting to see kind of that. My two favorite things that I've been getting into in the past six months have been digital collectibles
like Courtyard, RWAs, and prediction markets. And those kind of seem like those are kind of new.
Those are kind of intense. Those are kind of user-friendly. People understand those typically,
and people understand prediction markets. We've already had that discussion in the past two weeks. And RWAs, which is kind of a new,
a newer trend, right? It's not sexy, but like being able to trade your Pokemon cards digitally,
getting instant liquidity, being able to leverage trade and take collateral out in your Pokemon
cards is something that retail would understand and retail
is already doing. So, I mean, what do you think about that, Chief? Those two products kind of
seem new that retail would be kind of interested in if they do come in here, right? Like we're
seeing this card collector crypt fucking shit happen overnight. People talk about the token.
Basically, you can send them your pokemon cards and get a rwa and
get a digital version and start trading online and collecting them online like don't act brand
new we already seen this like courtyard dominates this space like the only difference between this
one is there's no way to speculate on courtyard as we speak and that just makes me more proof that
if courtyard ever did launch a token you see this one at 325 million. I mean, Courtyard leading all revenue,
$45 million in revenue since they started.
The majority of their sales are in Pokemon cards
in the leading card collector trading platform in the world.
I mean, this is the easy one to $2 billion token
if they ever did launch a token.
I'm not saying they will,
but just kind of proving more facts
that RWAs trading cards through NFTs.
I think that's a good market for us or something that we would enjoy,
but it 100% draws the rift between them and the greater already pre-established demographic, right?
I mean, you have people, this was interesting.
I was tagged in a conversation or I saw someone having a conversation today.
And then just kind of jumped in, but they just started dogging him because he was talking about just regular Pokemon and trading cards and all that.
And they just started dogging on him because of the fact that he's in crypto, right?
right that he buys crypto related assets and all that and in their mind the crypto people right
That he buys crypto-related assets and all that.
are the ones that are actually pumping and dumping cards and that the reason that the pokemon market
get inflated and all this kind of stuff and for some reason they think it's one and two right
that crypto people are making so much money and then they go into Pokemon. So it's like you already have this, I mean, it's not even an expectation,
this unrealistic thought, right, of, well, this is all happening because of the crypto bros.
Or, you know, and this and that, when in reality, nothing has anything to do with each other, right?
And then now as you're trying to cross the lines uh it gets even more
i guess murkier when you add coins and you add ponzinomics right i think courtyard is very
simple in the hey this is just a website that digitally allows you to trade and buy your card
rather hey you can now speculate on the price of if your Charizard's going to go up or what season Charizard, well, is it the hollow?
Is it the reverse hollow?
Is it the hollow that's stamped?
Is it the staff release one?
Right?
You just go into this bigger dynamic of a rabbit hole that, yeah,
all those things affect it.
And on the beauty of the digital side is you get all that information right then.
Right?
And you can say, say hey i'll pay an
extra 10 bucks for this or not but don't you think that all markets are kind of manipulated in general
like didn't we see this with the shoe market like shoe market drop because of all the people that
are body and taking control of the supply we've seen this for hundreds of years with no so so
diamonds aren't rare and then the beers people in germany basically took over it diamonds aren't rare. And then the Tevirs, people in Germany, basically took over it. Diamonds aren't rare. And then they basically convinced a bunch of people that diamonds are engagement rings.
Well, I mean, this is consumerism.
Let's actually just, we can strip down this onion even further back.
I mean, this goes even down to the idea of, I mean, which makes sense, money, right?
The only way that a bank can make money is to sell you money. They can't sell you money
without a product. So what is the product or the avenue in which I can now sell you money?
Well, it's a home. It's a college education. It's a car, right? It's consumerism. I mean,
everyone should own a home, right?
Everyone should have a college education or at least have the ability to get one if you want one
Money should never stop you from any of those things, right? I mean these are all campaigns to sell you money
So I mean even at the root cause of this
It's all just consumerism, right?
I think that that's the the biggest difference or the reason why People want to preserve these ideas of hobbies or anything like that, right?
Is because they want to remove the consumerism aspect and keep it kind of novel, keep it pure, so to speak, or whatever it is.
But, dude, I mean, you already had scandals of people, like, stealing stuff off of the line and being caught Pokemon making a
statement, etc. Right. You're already having people now, I guess, elevate this trying to cheat
using metal detectors and fucking MRI scans and all this kind of stuff for high end boxes. Right.
And then now I mean you're just you just keep going to where the hobby is being
And then now, I mean, you're just you just keep going to where the hobby is being,
Quote-unquote tainted for consumerism so in their mind when you put it online and you allow the crypto bros to buy it
It's just gonna even make it worse right things that have nothing to do with each other all now tied in
So that's kind of the issue when it comes down to the card stuff is it's cool
But they genuinely just hate anything that's new or
different because everything that's new or different that's been introduced has kind of
been focused on money bro and not anything else like uh the enjoyment of the i mean i get in line
for pokemon cards and shit out of the 50 people there's maybe like one family, bro, one set of kids, which is insane to me, right?
Because, I mean, yeah, that's cool, but who the fuck are we going to be holding these cards for if there's no new kids that do have the experiences that we have, right?
Which is one of the issues that they're having.
And you see people even pivoting to newer IPs that recently came out within the last 10 years, like One Piece,
right? One Piece is having an influx of collectors that are moving away from Pokemon
into One Piece because these last, let's just say, 15 years, these kids haven't been able to
really get their hands on Pokemon like that, right? It's been dominated by just adults and quote-unquote kind of scalpers and investors or whatever.
And so what have they had their hands on?
Well, they've all been anime-induced, right?
For the last literal 10 to 15 years, Crunchyroll is one of the biggest growing businesses and websites.
Netflix's number one population as of 2025,
like demographic of viewing is anime. It's 44% of Netflix's viewership is anime.
So it makes sense that collectibles are also going to shift into something that the last
generation, the last 10 years or so, have been able to get their hands on and see.
the last 10 years or so, have been able to get their hands on and see.
So, I mean, if you want to talk long term, look into a newer IP from the last 10 years.
And that's going to be your next Pokemon, in a sense, if this continues the way it is.
Because there's no more children in the hobby.
And that's kind of one of the issues, you know?
I mean, sorry to go on the tangent, but, like, this is my jam, you know?
I think that's
interesting like we can basically relay that to okay bitcoin's the leading cryptocurrency right
it's a leading not like not a lot of people are able to get bitcoin at a price that they can
afford just like a lot of kids can't get uh you know a pokemon cards or get pokemon cards that
they can afford so what do people do okay, now that Bitcoin and crypto is mainstream
and it's on Wall Street, what does Wall Street do?
They're like, hey, Ethereum is what we can get our hands on.
We're going to get it because we were not being able,
we faded Bitcoin, like just like the people faded Pokemon.
We're going to establish our own meta
and we're going to deem Ethereum the new IP.
And it's kind of very similar correlations
to what you just said like pokemon
okay that's old but what about newer and then you always see people kind of create a beta because
they want to create value around this and it's all about human like psychosis bro it's like human
psychology right like when i just talked about like oh pokemon cards like this is new it's not
new when i just talked about markets and how markets manipulated
i just talked about shoes and then i go up a level diamonds like this is all just what humans
believe is valuable and it's all about supply and demand and marketing you can go look up the video
bro where the fed talks about how they introduce the idea of the american dream and it's literally
that is the concept of they can't sell you money without a product and what's the product well it's a home and then it's how they market at the home is well
everyone should be able to own a home if they want a home right and i mean that's literally the loop
bro it's selling you money that's all they want to do is sell you money yep well i just think
right now like i've been talking about fear and greed and neutral well this space is in neutral
and people are trying to find a meta.
Meme coins aren't the meta right now.
And that's why they fucking, you see on-chain analysis of Sol go down.
And people are trying, are rubbing their tires, looking, searching the corners of what's going to be the next meta.
And that's basically what I have noticed in the past two weeks is people trying to create the next meta. And is it
RWA, which is this card collecting? Is it courtyard? Is it prediction markets? Is it hyper liquid?
Is it, is it perps trading? Like people are trying their hardest in this neutral way of,
we're not in fear. We're not in greed. There is no meta in the trenches. What's going to be the
next thing that pops up? And what's the next thing that people are going to rally around and that's what i'm noticing it's like a battle right
now and i think that obviously the three right now i feel like there's perpetual trading which
isn't new but a lot of people retail haven't got exposure to this as easy as it has it's rwas which
it's card collecting and being able to trade that. And it's prediction markets.
And out of all, out of the two out of the three,
the only one where you can get rich overnight is actually the,
is actually the perpetual trading.
And so I feel like the perpetual trading is going to be the one that people
I was talking to someone about that literally yesterday,
a speed in our discord.
And, you know,
we were just talking about this transition that'll happen.
And when the D gens will feel like they can get the same returns right because that's one of the biggest
things i mean we we talked a little bit about it yesterday and yeah the margins are similar
right but they're still not the same i mean let's be honest you can get close and it's a better
margin than if you're out there buying spot or maybe trading some jpegs or something like
that right uh different underlying but still not the same as buying a shitter pre-bond right and
it go into a mill you still can't beat a bet solidifying because if you didn't put enough in
it doesn't matter right so i think that that's one of those things that that was his first thing
that was his first reaction in our conversation was, yeah, I agree.
I just don't I don't know if, you know, my other friends or the people that are trading will see it as the same ability for profitability, you know.
And I was like, I mean, yeah, to a certain extent, you you put in a bet at damn near zero counter trade.
You go up to five percent.
That's not a five percent gain.
That's a five X gain. Right. And I think that that's one a five percent gain that's a 5x gain right
and i think that that's one of those things that they have to see that in action first and then
when you add parlays and you can really extrapolate the fucking leverage then i think we're really
going to crank it up that's where i that's where i was about to lead into i think it's leverage
but leverage on everything like when we just talk about prediction markets oh it's not an
overnight success but what happens if i can parlay my predictions if i get three right i have a 10x
multiplier what happens if i can leverage trade which pokemon card is going to go up in price
like you see football.fun that is a prediction market fantasy football is a prediction market
once you're starting and then we talk about about adventureals or i could start 10x leveraging ipos on the stock market i think leverage
is the 100x opportunity but it's going to be incorporated into retail things and so that's
i mean i posted something up to the top and it's just so it's coop right talking about help me out
we like speculation a lot prediction markets are hot right now but what about actual casinos it's Coop, right? Talking about, help me out. We like speculation a lot. Prediction markets are hot right now.
But what about actual casinos?
This is kind of what I was asking yesterday.
Is it possible to bring Caesars on chain?
Right?
Because if you tap into Caesars and you can bring that Vegas on chain, which they're already losing people and foot traffic anyway.
traffic anyway so it would make sense right um he says most online casinos seem to accept crypto
So it would make sense, right?
deposits but they rarely put anything else on chain does that seem like a missed opportunity
and then glass he's the one that's working with uh predictfully or whatever on avax i don't know
if they specifically are gonna have something different right? But I just thought it was interesting that he was the one that actually put me on to Predictfully.
But he said, could not have said it better myself.
Crypto casinos are traditional casinos that just accept crypto as a form of premium.
Only a few take the risk to do more with the tech.
Need more innovations, please.
So I think that that's ultimately too,
it's like, are we just putting order books online
or can you actually utilize, I mean, the tech?
And I think that for that, it would be for parlays, right?
To where if four or five things occur,
then it just trustly executes and pays you out
rather than having to have someone sit there and then
you know be the finality so to speak yep and so i think that is the magic that it's going to
happening is obviously prediction markets are nothing new rwas are nothing new but the fact
that you can or even ipos are nothing new but the fact that you can add leverage to these and
speculate on them no one wants to own them.
They just want to speculate on them, I think is the product that's going to take on a new life in the next bull market, which this bull market, like I just said, begin the show has been extended.
We're going this thing is going to last a lot longer than people are expecting.
Obviously, people are think the four-year cycle is a four-year cycle so it's not happening but i think adding leverage to all these platforms and people figuring it out um is going to be the
opportunity where people are going to be able to make some kind of generational wealth through it
i'm not saying like they're going to make 100x overnight but the fact that you can hit on a
parlay of something that you know like sports or culture or pokemon price anything like that and
you know it you have an edge and you can get three in a row
and you can multiply your money by five to 10 X overnight.
I think it's something that doesn't have like the overnight success,
but it's something that you can do over and over again to make, you know,
crazy well. So that's kind of what I'm thinking, man.
I've been thinking a lot, a lot lately.
I've seen like creator coin these live streams. Now that pump fun, you know, obviously we had Mitch yesterday go to what, 35 million.
You see, that's another one.
That's a catalyst that people are talking about.
You saw Bonk yesterday integrating Kik into their UI.
So streaming, creator coins, RWAs, prediction markets, leverage on top of all of that, I feel like is where this space is going.
And just the hyper-financialization of the world is kind of where we're skewing.
Where are the guinea pigs?
I mean, this is going to be everywhere.
Like I said, it's going to be everywhere.
So you'll be able to bet pretty much on everything, few counts, heartbeats, steps,
whatever it is in the future, it's all going to be able to be gambled on.
And that's kind of where we're skewing, dude.
But I mean, I just think rate cuts are kind of the top of the story today. Obviously,
you had basically 97% probability. You have basically a meeting today that Trump's talking
about tariffs, like they're challenging the tariffs. And so if that gets resolved,
that's bringing uncertainty to the market in general. If that is something that turns out
that it's not in Trump's favor, you can see the market dumping. But that's bringing uncertainty to the market in general if that is something that turns out that it's not in trump's favor you can see the market dumping but that's supposedly going to happen today
from my understanding we had fed waller which has been basically the bullish person
on rate cut see i see multiple rate cuts over the next few months we want to prevent a decline in
labor market we know inflation will decrease but this won't be permanent in six months. It will
be close to 2%. Tariffs will not pause inflation in the long run. So I think if we just get past
this tariff bullshit, we can start getting rate cuts and then we can start getting this bull
market underway, which we haven't really had like this parabolic phase. When I was thinking about
it yesterday, I was like, okay, we have about six to seven weeks left. There's no way that in six to seven weeks, we're going to have
some kind of euphoria or any kind of product that retail is going to come in here and spend money.
And so I'm thinking like, okay, if we have six to seven months, then really this ultimately comes
down to rate cuts and liquidity. And until we get to the bottom of this rate cuts, we're not going
to see a bull market and Jerome Powell's out in May. And so we get to the bottom of this rate cuts, we're not going to see a bull
market. And Jerome Powell's out in May. And so we'll probably start getting rates before then.
And maybe next year around February, March, we start getting rate cuts as close as they get to
the bottom. We actually start having this bull market that we've all been kind of waiting for.
I don't know. It's crazy, man. And obviously there's a lot of stuff that's happening in general.
Like we saw Ando is basically tokenizing stocks. That's RWAs. We saw Galaxy Digital
is basically tokenizing their shares on Solana. Like it's fucking crazy, dude. Like there's just
a lot going on and not enough to push the market any direction, but just a lot of innovation happening.
A lot of just, if you've been here during the beginning, just stuff that we were probably dreamt of actually happening in real time.
And then I think the biggest thing is kind of crazy that no one's really talking about is Michael Saylor's strategy now qualifies for the S&P 500 inclusion.
If added, it would unleash $10 billion in passive inflows.
And if you guys don't know, the S&P 500 is an index.
And so if the index is going to add MicroStrategy, it needs to buy its shares.
And that's a massive amount of money that has to be bought for MicroStrategy, which would be crazy.
So the fact that that's going to be, I think they have to have some quarterly gains
to be included.
The criteria is the business must be based in the US
and a derivative at least 50% of its revenue in the US.
The business must be listed on a major US stock exchange.
Business must have a market cap at at least 8.2 billion.
The business must have at least 250,000 shares in each of the prior six months.
The business must have at least 50% of outstanding shares available for public trading. And the
business must report positive earnings in the most recent quarter. And some of the business
earnings in the previous four quarters must be positive. And they basically qualify for all seven of these. And so the fact that
they're going to be listed on the S&P 500 basically includes them with this index, which
basically exposes them to $10 billion of passive inflows, which would definitely pump their stock.
So that's something crazy. And then the SEC and CFTC, which is a commodity, just issued a joint statement clarifying the SEC and Commodities Register Exchange are not prohibited from facilitating the trading of certain spot crypto products.
Chair Paul Atkins, market participation should have the freedom to choose where they trade spot crypto assets.
should have the freedom to choose where they trade spot crypto assets. And so we saw this
coming yesterday or last week when Binance and OKEx were basically deemed OK to be used without
a VPN in US. And you're starting to see the opening up of this. And the SEC and Commodities
Exchange have been separate entities of battling against each other.
And now seeing them kind of work together and kind of communicating with each other, I think is the start of just like the loosening of the reins here in America.
Not being able to, you know, I still have to use a VPN for Polymarket.
Still got to use a VPN to get on, you know, KuCoin or Binance.
I think in the future, you're going to see less and less of these VPNs being able to use.
And even like airdrops. Like we get, oh, you're a U. u.s citizen you have to put a view on the airdrops i think this
is all coming to an end and kind of seeing them work together is kind of bullish news uh with the
fact that it's going to happen relatively in the near future so lots of i mean you guys can sit
here and say nothing's going on but we're having just blackrock putting rwas on chain vpn's being
abolished i don't have to use coinbase anymore i can go trade on binance like rwas prediction
markets like it's there's a lot going on the market isn't is typically wrong i think the
market's wrong i think we should be a lot higher. Obviously, there's a lot of things in factoring here, but there's a lot of good news happening.
And, you know, it's just stuff that doesn't, you know, directly impact you or us, right? I mean, it will in the long term, but it's like, oh, that's cool.
But why is it that when I open my wallet, nothing's going up? Nothing's happening. Oh, this is a bad time.
You know, and that's really the answer to all that is,
dang, we just talked for, you guys, I mean,
probably everyone sitting there is like,
damn, y'all talked for 33 minutes
and none of those things made my bag pump at all, right?
And it's like, yeah, I mean,
that's the unfortunate part is that
it's going to happen like that. And it's not direct correlation of, oh, that's the unfortunate part is that it's going to happen like that.
And it's not direct correlation of, oh, news equals our bags go up.
Not anymore, right?
Especially not when we're five times down the leverage curve of JPEGs and shitters and, you know, four times leverage assets.
Well, even if I talk about stuff that makes their bags go up, they don't fucking participate or even do anything with it.
So it doesn't really matter.
I could give you guys a 100x opportunity
to still sit on your hands.
So it is what it is.
I mean, we could go to prediction markets.
Like obviously yesterday,
I mean, Chief, you wanted to talk about something,
but that one yesterday
where Trump was going to speak about certain topics,
I think three out of the seven actually hit.
Russia, China instantly,
Putin at the very end.
So like you guys can definitely just play the game bro like just trump's talking today there's gonna be a prediction market
go bet on them like there's arbitrages on iphones like the iphone comes out on the ninth there's a
prediction market do you think it'll be over 700 there's one on gta 6 that's Live right now do you think it comes
Out or you think the price
Will be over $100 so
There's a lot of stuff out there you guys can go
You know make money on it's just that no one
Actually takes any of the
Advice and goes makes money on it so it's
Just like can lead you the water but you
Can't make a horse drink right so
It is what it is go ahead you want to talk about something
Yeah I mean we Kind of just say a couple things first off if anyone is farming uh open c xp
uh they've teased a new i mean there's a thousand point campaign right there so
i don't know if that's really what it is i went right now there's none of these that actually equal a thousand
right but there's one for five uh 250 uh 100 100 and uh 50. right so pretty decent chunk right there if you've never gotten any of these you can go over there and secure yourself some what are some
of the qualifications for those there's like swapping buying simple stuff yeah complete a token swap on hype for 10
buy an nft from a verified collection minimum five bucks uh complete the same
giant chain token swap on any chain um 50 minimum so it's just small little things like that
purchase 10 of any token on solana same chain
so really beefing up their decks kind of volume and trades you know what do you think do you think
this airdrop happened by 2025 like i don't know how much more of this they can do but i guess they
could go forever but if you had to if you had to make a pretty maybe we should go on polymarketing
and make a prediction but i mean do mean, do you think this goes live?
I think Q1 up next year, bro, to start off the next year.
Makes sense.
What up, Allison?
Hey, what's up?
How's it going?
Going pretty good.
How's it going there?
Yeah, it's going good.
It's going good.
It's actually, it was so cold this morning, and I was miserable.
But it's going to be 80, so morning and i was miserable but it's gonna be 80 so
from 50 to 80 typical cleveland it's 90 degrees and you're wearing sweatshirts like
i know i'm always cold i can't help it it's a problem i should probably get checked out
but um as usual i have a few accounts that I wanted to bring to everyone's attention The first a bunch of people are already following and the holder count went way up and I can't I
Mentioned it on my stream last night, but I don't really
How hard Allison really how hard has it been for you to like?
I guess lock in and find this stuff for people that are out there as in like, you know, you you've been really over the last month, I'd say trying to look, trying to search, trying to, you know, really, I guess, turn every rock or corner ear to the ground, whatever the fuck you want to call it.
Right. But to put in perspective for those that really have never gone out there and look, they're trying to search. Is it that hard to find stuff yourself? Is it not? Is it as gatecap as
many people, I mean, think we've been up here doing it for years. So I think that certain people
don't really take how or what we say that much, right for perspective, but for you, who's kind
of recently started cranking it up, how hard has it been for you to find new stuff? Not that hard.
I just had to readjust how I was managing my time.
So if you don't know, I have a funeral home and I'm the business manager.
So I have a nine to five.
And then I recently started streaming.
So that's added more time in.
So I'm coming in.
I should probably get a life.
But I've been working on touching grass on the weekend. So I am trying to balance it out. But I come coming into, I should probably get a life. But I've been working on touching grass
on the weekend. So I am trying to balance it out, but I come into the office really early,
like around seven. And then that's when I do my research. And then sporadically throughout the day.
And then I come on the space and do the thread. I mean, if you just put in the effort and you have
to look around for a good alpha source, and I have found one and i'm gate keeping it i'm sorry but i'm gate keeping it um and i also had to pay to get access to it it's
like an actual service there is a free version um but you can only see the first page and
oftentimes the good info is like two or three pages in in the smaller accounts you gotta click
and that's one of those things too i would just say that for people i mean you hear something that you don't know i mean go go type those same fucking
words in the search bar bro and go find out you know or you see an account why are these people
talking i mean you got to go down the rabbit holes in the leads so i mean just wanted to commend you
for it and i mean just ask how hard it is it for anyone that's listening. I mean, you can do it too is all the whole point.
This is Esquire on our stream last night.
He asked me a similar question.
Like, how are you finding early abstract alpha?
And I had the most basic girl answer.
I said, I open up Twitter and type in early abstract alpha.
Like I actually type in those words and I do find stuff that way. So don't
think that it's super hard because it's actually not. And you might surprise yourself if you start
looking. So the first was dare market. And I think that that's on a lot of people's radar now.
I think it's launching today. I'm not quite positive. I'm not quite sure, but I think
something's happening today with that. And I don't really know what it is. The website's pretty cool.
You can actually click on everything that loads up. And I didn't realize that until
later in the day yesterday. But I think it's like a market betting on people taking dares and it
going viral, like whatever they do. I think I could
be totally wrong. There's not much information there. Um, that's by Rose. He's like pretty
well respected in Solana. A lot of people know her and follow her. So that's one. And I will
pin everything after the second thing is an account that only has 121 followers um it's called drafted dot fun fantasy esports prediction market
there's um there's like only one tweet what if fantasy esports had real money synced with real
games and prize pools that go beyond the tournaments themselves we built it september
3rd so maybe something happens today i'm not sure. But I have no mutuals and they're not following anyone. So check that one out.
The next, if this one is not going to pump anyone's bags. It's just something that I find interesting. And if the concept takes off, it could attract people into the space. I think still there's a stigma around people that are in crypto that it is only scammers. It's only people trying to money launder, like all sorts
of stuff. Yeah, we know this stuff goes on, but we're just regular people too. And so I saw an
account pop up called humans of Ethereum. And obviously it's like a direct rip of that super,
super viral account, humans of New York, where they go and talk to people,
they take a portrait, and they just tell their story. And that's exactly what this account is.
It's Humans of ETH, real human connections with real humans of Ethereum and the blockchain world,
curated by Avery Gerbending. I don't know, probably butchered her last name.
And it just tells people stories
and its portraits. And I think it's really interesting. And if it takes off, it could
attract more normies, like our friends and family. You could show them something like this and say,
see, it's just people like you and me that are here. The next account is, I have only two more.
One is very interesting and it is a complex financial product. So I am of the belief that
only certain people should discuss complex financial products. I'm not one of them,
but I do want to put it on everyone's radar. It only has 350 followers. It is called Loom underscore finance. And this is one of those things that actually solves a real world problem. A lot of cryptos are completely useless. This, I think, solves a real problem.
a small business owner, I will say like this could be useful to a company like mine.
Enabling real world businesses to tokenize and sell claims on future revenues to a decentralized
pool of capital. I'm going to share their pin tweet. I'm not going to read the whole thread.
I'm just going to let you guys look into it, but I'll read the abstract. They have shared their
white paper. Loom Finance introduces a new class of financing primitive
that bridges traditional markets and DeFi
by enabling the tokenization and distribution
of predictable real-world cash flows.
The protocol enables access to non-dilutive capital
for businesses while creating yield-bearing assets
for investors.
That's basically the gist.
It sounds really interesting.
So put it on your radar. And the last is a protocol that launched on base this morning called memory.
This has about 5000 followers, and I do have mutuals with it. But it's the first data protocol
to share revenue with users. And at first I thought, okay, well, what makes this any different from Brave and the BAT token?
But their thesis is simple.
Internet users should earn a share of revenue when their data is queried by platforms, apps, or AI agents.
And then it goes into saying how it works, that the apps and AI agents can access
memory by purchasing API credits. On-chain splits automatically pay users if their data is queried,
and a portion of the revenue goes to the treasury to fund protocol growth.
You can get your money if your data is queried by Merkle Tree.
Merkle Tree distributes revenue periodically.
And at the moment, it will be weekly.
And then you would log into your memory vault to claim.
I haven't tried this out or even signed up to it or given access to any of my data.
But it does sound interesting.
So I'm going to look into it more.
But I just wanted to share these things because there's something interesting popping up on this app
every single day. And just in the past 24 hours, like so much has happened between the pump
announcement, the bonk announcement, two huge KOLs misclicking, getting hacked, and their creator tokens, having huge dumps, and all of the
TradFi news that we're hearing about every day. So it's a really exciting time to be in this space,
even if our bags aren't pumping the way that we had hoped for this time of year.
I was thinking that the Gainsey one, if it's true, that he misclicked, I think that's a buy.
I was thinking that the Gainsey one, if it's true, that he misclicked, I think that's a buy.
Yeah, I saw your post about that.
He just posted right now, too, saying that he's working 30 minutes ago.
That he's working with PumpFun to figure out how to make things right or something along those lines.
I mean, his crash out on the timeline, like you could actually feel like the panic through his tweets.
Like it seemed genuine.
I don't know, but I kind of felt bad for him.
I mean, I think it was like 40K he clipped or 400K.
And I'm just like, I don't know, man.
Like that doesn't seem like a lot to like, he likes it. He enjoys streaming.
He's there every day for an hour.
I just didn't like,
other than he thinks that the market's about to fucking crash 90% is the
only way that I think that he would actually do it maliciously.
And like,
we just had this whole meta start yesterday with Mitch about, Oh,
creator coins, creator coins, creator cords, content, creator coins.
And then
you have the top pump fund creator accidentally clips his token from, what is it, five, eight to
eight, five million down to two. I was like, dude, if creator coins are going to be a thing,
why not bet on Gainsey? And this is just like when protocols get hacked and there's compromise like you typically buy those dips
because it's like not like organic and they typically rise after everything is you know
found out and things pump back you saw it was suey you see him with you know all these coins and i'm
just like all right gainzy is probably one of the best streamers on pump fun if you're gonna bet on
somebody to continue like i think buying it at two million seems like an easy buy especially if he you know buys back his token back up uh back to five i mean that's
an easy 2x so i don't know i was like this is easy i don't know i'm saying like maybe he did
maliciously do it and it goes to zero but i just don't see him doing that he's been going viral
he's talked about all the scammers on scammers and he doesn't like the new kols and i just feel
like he's someone that would continue to build
through the pump fund streaming,
and now that they just kind of did a better creator buyback thing
for all the creators, it just seems like stupid to kind of end it now.
So I think at 2.5, 2.6,
I think he's just having a live stream right now.
I think he buys back his token, and it goes even higher.
I think it goes back to 8.
I think it goes back to 12,
especially if this creator coin content fucking meta continues.
So that's what I'm betting on.
But, I mean, it's just a lot of news in the market.
We have Iceman up here.
I think Somnia is about to TGE pretty soon, bro.
It already did yesterday.
It already did.
Yeah, it already did yesterday.
How was it?
I didn't check the price.
It wasn't too bad.
It's been ranging in between like $ cents and like 50 cents right now.
It's not too bad.
It's still a little bit of frustration and confusion yesterday with people claiming and all that stuff.
But what you pointed out with OKX with basically not needing a VPN. I wish I would have known yesterday
because I had to take a trip to Germany
and play my Somnia.
But now that I've been using OKX for,
geez, I don't know, probably the past like six or seven months.
And I like it better than MetaMask.
But that's just a personal thing.
So I'm going to keep it going with,
I don't want to say alpha but uh some
updates with the somnia stuff uh we have the play violence mint today um that's going on uh there's
a bit of um instructions on there there's like three phases that you can do um there's big things
going on with that uh for all the alpha for that i've been in the discord trying to get stuff so if you're if you're going down the somnia route discord's where it's at and with these um
different projects uh and one more uh somnia pumpa or pump as uh basically it's a uh another mint
that's happening today i believe it's actually going on now.
I think it's 80 SOM.
So you can mint two of them if you're on the list.
If not, you can mint four per wallet once it goes to public.
I mean, I think the question I have to ask is if this is a gaming chain, is there any games to actually play?
So they're they're
working on that so play balance is definitely going to be um more of the somnia uh centric
basically with everything so you can use the somnia token inside there uh i believe it's a bit
iffy because a lot of the it's a gaming chain so the the somnia pump is whatever um they're basically kind of just like
a um they have a coin flip and dice game a couple other farming and staking stuff on there so i
think they're gonna go more down of the gambling route with with this year um and then all the
other games they have mullet cop that's coming out too. These games are like more of a bringing Web 2 into Web 3.
So they'll eventually integrate some type of crypto rails for things to buy in-game purchases or whatever, so on and so forth.
So it's a bit of a road to work with for the gaming side of things.
But don't forget, this token is also deflationary.
Yeah, it's perfect. Obviously, if they do some buybacks, definitely bring some buy pressure for
it. I mean, talking about, you know, there's mints today. There's a mint tomorrow on Abstract.
Since we have Allison up here, what do you think? I mean, you're the first person that kind of
brought that into my mind was the Web3 Playboys how do you think that does tomorrow that's the up and coming mint and then obviously on bitcoin we have the roomly runelings
mint and then uh query's doing a mint today bring your own sats and i wanted to ask chief about
those how he thinks those are going to do so allison i guess we'll go into the one that
mints tomorrow web three playboys with kind of your view on that i I think it does. I think it does well. It has been selling out in
all the community pre-sales, like all the spots have been bought up. But in some chats, I do see
a little pushback on the mint price, which is 0.03. People were saying that that was too high.
And what are they paying all that money for?
Maybe we forgot how much we used to pay for mints last cycle because for some it was substantially more. And I think that we've recently had a few mints that were in the 0.1 range on ETH and they've done okay.
So this one, they have a stacked team um bullish on the team um
and there's like it's a collective i'm i keep calling it a collective because there's like
two facets of it there's like an alpha community and um like if you believe in the collective's
vision you can pay a different price and like join the group or
you could just participate in the nft project and they do have deep web 2 connections so i anticipate
activations and different collabs that are happening and the nft collection itself is dynamic
so uh you can change your traits you can even change the sex of your NFT and you could trade it back if you want from a man to a woman.
Some of the traits are soul bound.
Like there's one that I find really funny.
Like your gender.
What?
I was just going to say the wallet slut trait.
I think that's going to be a soul bound one.
Like if you're trading the NFTss too much like you'll get that um but yeah i think it does okay and i did take
advantage of the pre-sale so i will come out and say that and i'm into two well i bought two um
so yeah i think it does okay are you gonna i was just kind of surprised that it was this quick
until because i think we just learned about it last week.
I guess I learned about it last week, and then it's minting tomorrow.
I just felt like that was kind of a red flag, but I don't know.
What the fuck do I know these days, right?
Like, half of this stuff I don't even know about, and it goes to .06.
I mean, you have Bored Elon and is on the team.
I can't see that he would attach his name, especially with everything he's doing to Bitcoin. I think he's just an advisor on this project. He's not like core team, but I can't see that he would publicly attach his name to something that he felt was just going to be some like pump and dump, mass extraction, NFT project.
And Josh Ong is also an advisor on the team.
And again, he's been around a long time.
He's fairly, well, I wouldn't say fairly.
He's well-respected in the space.
And he does not attach his name to like pump and dumps.
So these type in nicks.eth.
And there's like other people too, EJR, people that think they would have too much to lose.
They would just be like, I'd look at that.
I felt a little more confident buying in, even though I had just found out about it myself.
Yeah, that happens tomorrow. feel like i'd look at that i felt a little more confident buying in even though i had just found out about it myself yeah but having small obviously if you're in the foundry um you don't have access to that from my understanding so everybody that has a pass everybody that believed in us you guys
got another not everybody that has a pass there's a lift that's posted inside yep not everybody guys
so shout out to the people that are actually active that actually
understand it um chief the runelings one i think is the probably the most interesting one to me
because it kind of involves a uh lottery so can you maybe go into that how that works i think it's
like if you're lucky out of i think you have one to ten chance uh if you're gonna get pulled you
there's a chance of winning like a prize pool of like a million dollars or some shit i think that one's minting right now so i was kind of wanted to kind of get your view on the two
ordinal smits that are happening today uh there's three there's also uh battle for hada which is
going on to uh white loose starts today and then public is and i think uh four or five days or so
i pinned up everything about the Ruinlings.
I mean, it's a pretty decent read.
But TLDR, it's a raffle slash a lotto system.
Softcap is at 8,500.
Hardcap is at 15,000, right?
Mintable Supply is14,488.
They're about an hour in, right?
Whitelist was supposed to end right now and go into public.
They've extended that another hour, and it's about 20% minted so far.
minted so far, so they have yet to even reach the soft cap. To accomplish the 1 million giveaway
So they have yet to even reach the soft cap.
prize pool, we need to hit the 8,500 mint threshold. If we hit 8.5k, we're on. That's
the soft cap, and the max cap is set up to 15k, giving people more of a chance to participate.
to 15k giving people more of a chance to participate there are two whitelist phases
only price 60 bucks if you were a VIP and eligible for whitelist and then public mint is 80 bucks
any unminted rulings from the VIP phase will be passed on to the public phase the giveaway uh one million dollars in prizes including blue chip ordinals
or it should be orange chip but it's okay uh rune bags probably not worth as much as when this
started ruling has been around for a while guys so you know don't be like oh well why are they
talking about runes because they've been cooking for a minute i mean it's just unfortunate that the space has four or five different new token standards since then but
bitcoin prizes one bitcoin second prize and a four mega felt the four mega uh rune stone right i mean
people donated eight bitcoin in order to make this happen and to get that stone.
So it's not worth a Bitcoin anymore.
But at one point it was.
And then, yeah, all the information is pinned up there.
Right. Gamified distribution of the actual assets and the one of ones.
There's 33 one of ones.
Twelve are reserved for assets.
Twenty one are mintable.
All unlocked at different percentages of the mint.
And that's it.
So, I mean, like I said, it's a pretty decent read, but it's like participating in the lotto.
And you're just trying to see if you can hit and receive one of the prizes in there, right?
I mean, if you don't, you just get a cool little art piece.
And, I mean, you can't really say you got rug because you know it was a lot to begin with.
Wouldn't you wait to I mean, for me, if I was mentioning this, I would probably sell before the lotto because people are probably going to want to accumulate more than one.
So they have a better chance and then no one will hit and then the price will dump.
So I don't know, man. It feels like something if you are going to make money off of it.
But why would you not buy the lotto ticket from them?
Why would you accumulate off of the floor?
Yeah, I mean I'm thinking like how does price move like secondary I would imagine more people
Would want more lottery tickets and that's when the price moves and then once the lottery actually happens in the results are and then you see the Probably it dump. No, but that's what my point is like that only happens if they sell 15,000 tickets plus.
Okay.
Do you see if they don't sell that, then why would you buy on secondary when you can literally just go to them and buy a ticket for the cheapest price?
Like there's no need to pay secondary pricing.
secondary pricing so you don't think it goes higher than with the mint prices
So you don't think it goes higher than with the mint prices?
not if they don't sell out because why would i pay higher than the mint price when the mint is
still open yep well i just know it's on whitelist whitelist phase right now so i guess when it goes
public everybody has an access to get it at 80 yeah so yeah that's what that was my whole point
it's like why would you go pay more than $80
if it's literally available for $80
unless they sell out 15,000 assets?
And I don't think they are.
Yep.
And what did you think about Corey's thing?
Yeah, that looks pretty interesting.
Query's, it's on Magisat.
We kind of talked to you guys about that.
It's a bring your own satment, right?
You can purchase them on his website or you can go and purchase them on Magic Eden or anything like that and then just bring it over there, right?
I'm going to post all the information up top for where the current status is for people bringing their own sats and the rarity.
Right. Depending on what you bring is determines the rarity of the output.
So all that information is pinned up top. It is a free mint. It's on his platform, Magisat.
It is a collection of three thousand three hundred and thirty three it's
free unless you need to buy a sat so i should i guess clarify that if you don't have a sat then
you have to purchase one there and then mint so i think these will do okay man the fact that
they're free i mean there was a little bit of fud of you know just changing position in terms of
just whitelist some people thinking they had guaranteed or were told that guarantee and then it's not
This and that and so I think that was only small bit of fun, but it's not anything in my opinion that'll stick
And then lastly is the the battle of Hada
which is uh they've been cooking for over a year now and i got to see them in vegas i got to see
Which is a they've been cooking for over a year now
them a while back not too sure how how well it'll do right but um i'm gonna post this up top it's
the team that originally put in production uh the blair wish project which ultimately has
fucking nothing to do with blockchain but in in a sense been here creating just content videos.
And just in a sense just content right.
For I guess others for a while.
But it's like a land gamified play.
You buy your piece of land based off of the resources.
Then you can go versus each other.
It's pre-sale slash guaranteed only.
For now. versus each other uh it's pre-sale slash guaranteed only um for now and then on the 9th it opens up for everybody else so september 3rd through the 4th 11 eastern it's live
and then the public sale will go live september 9th
good awesome uh i just wanted to mention two other things that i pinned to the top of the tweet that
the cftc just officially granted polymarket approval to operate prediction markets in the
u.s so maybe you won't need to use that vpn any longer and i wanted to remind everyone that
the gigaverse eggs started minting on open c today and that is an open addition it will be
open for a week but i just wanted to make sure that i mentioned it yes i think this also lines
them up to ipo i've i don't think that they're going to launch a crypto so i'm all over this
one dude i'm using ventral's i'm using Whenever this is listed, I'm buying 10X,
leveraging this because like I said, no one knows how to evaluate these prediction markets.
There isn't anything on the market, just like there was no stable coin and encirclement ballistic.
I'm thinking using these crypto rails to leverage IPOs is going to be the opportunity to get the
maximum exposure to Polymarket when they do list as a stock on the stock exchange.
So it's kind of all part of the cycle.
You're going to have Colleash and you're going to have Polymarket IPO-ing hopefully soon,
hopefully by the end of the year.
And being able to 10x leverage that in crypto, I think, is kind of a great opportunity to
get involved and make some money off getting some exposure.
I mean, I don't know, man.
It just seems like a easy easy play not
nothing's easy in this space but the fact there's nothing that you can compare it to makes me feel
like it has a lot of price action towards the upside uh i'd say as before we close it out or
as we close it out uh we all know pudgy party went live yeah i've been going super hard on that
and i mean i don't i don't think that I'm the best player in the world
So I don't know what's going on because it's too easy, bro
I mean, I literally damn near win every fucking game and but anyway the skins right the skins themselves
We've gone down the mythical
I guess blockchain rabbit hole before right? We brought you guys FIFA rivals. We brought
you guys the NFL football one. We brought you guys the Need for Speed racing one, right? And in each
one of those, you could sell the players on rivals. You could sell the players in soccer.
You could sell the cars and the Need for Speed. This doesn't change. Now you just have a, I would say for us in our world,
a little bit bigger IP than even any of those, right?
So Comic-Con was a spot that Pudgy Penguins had a pop-up activation at.
At Comic-Con, they gave out a set of four pins, right?
Inside that packaging was an exclusive code for a skin. It is the
superpower Pudgy. So the day of release, when this game came out live, these Pudgy skins were
going for roughly about six to eight hundred bucks a piece, right? Well, now the current floor is eighteen hundred dollars and on eBay the cheapest set of
four pins is eight hundred dollars so as the price starts to increase and more people play these are
all mintable and the cool thing about this is that when you mint you get your own unique set of
traits right so I think that that's something that they brought over
that wasn't present in any of the old previous games.
So for example, Tim the Mouse.
When you go and you get all the requirements
in order to mint Tim the Mouse,
you have a chance of getting a gold skinned Tim,
you have a chance of getting a blue skinned Tim, you have a chance of getting a blue skinned Tim,
you have a chance of getting a pinstripe jacket, a gold tie, a white shirt, right? So there's four
or five different traits that are actually randomized in RNG in every single time you
mint. You then have the ability to merge these characters together and basically collect all the different variants, right?
The more variants you have, the more shards is what they call it in this universe, and the more value your assets actually have.
Day one, when this went out, the rats themselves, the little Thames, I think they were going for anywhere from three to six bucks.
Today, they're at 15 plus.
The Captain Pudgies, right, were going for about 15 to 20 bucks.
Today, they're at 90.
The Super Pudgies, like I said, were at 600.
And today, they're at 1800.
We haven't seen the ability to earn money on chain like this in a
while, right? I think that the closest thing and many are comparing it to is Axie because all you
have to do is grind and play this game, right? And I did a little experiment on the weekend. I,
you know, showed it to my nephew. He's eight. I mean, he fell in love with it, dude. And then
even my other baby nephew, who's three,
right? I mean, he doesn't know what he's doing, but he's sitting there playing around, sees the
penguins, was enjoying it and having a good time. So it's only going to get, I guess, more popular.
And some of these are not hard to do, right? There's a skin right now that's selling for five
to six bucks. And all it requires is five invites if you
can get five invites you get that skin you mint it and then boom you can sell it five to six bucks
not much but it's one of the first skins of season one right you see it in counter-strike you see it
in any of these games that have long-standing collectibles or long-standing game life the first skins
typically are the most expensive and hold their values so just be on the lookout for that market
uh it's cooking people are making good money almost to the point of like in third world or
different countries that it's sustainable to play and just live off of that. So go ahead, Allison.
I just wanted to chime in on that.
I think your comparisons actually is really on point.
We saw that game totally took over in the Philippines in particular. And I think that even there's even a documentary about it floating around out there.
Yesterday, Luca tweeted exactly the sentiment that you just covered that two people
have caught on every skin that you unlock is tradable. And he has a theory that if you play
Pudgy Party full time, you can make more than a minimum wage job. So I'm sure that there are
people that will take advantage of that. 100%. I haven't started playing yet,
but you guys are convinced me
that I need to probably start playing.
So, I think I'm going to do it.
It's literally Fall Guys.
I mean, yeah, we can dog it
and everybody is sitting here,
oh, it's just re-skin Fall Guys
or Stumble Guys or this or that.
And it's like, yeah, you're right.
Okay.
I mean, so what? Right? i think that that's the thing too it's like after you make that point or after you make that statement what is
it's not going to change the gameplay it's not going to make them remove it right so i think
that it's it's a game and a loop that people enjoy playing the skins and the ip is there so
i don't know i don't think you can really hate on it and
it's catching steam pretty well bro yeah um i definitely probably start playing i didn't open
my solana seeker yesterday so i'm just gonna keep that sealed um we talked about kite ai for a while
they had a 33 million dollar raise but led by paypal ventures and so the raise makes me feel
like this is right before some kind
of airdrop i was really way to speculate on kai is their token or their nft i think it shot up to
like 0.35 yesterday um what's his name came in and swept fucking dingaling came and swept yesterday
up them all the way up to 0.35 so i mean uh if you guys want to get in i've been talking about kite for a while it's on
avax i mean obviously is a uh has some big backers like you've seen um sitting at 0.25
right now i mean these were sitting at 0.09 a day before this announcement so i can see a lot of
people in profit you know especially these are nfts this can get back down to maybe 0.15 0.2
i mean these are going to have some kind of
art upgrade. They're going to have some kind of token airdrop to them. There's only 2,000 of them.
So maybe put this on your radar. Big backers, AVAX, PayPal, guy used to work at Samsung,
one used to work at Uber, subnet, BitTens are kind of all kind of coming together to kind of
lead to some kind
of airdrop by the end of the year. So I think that these would be pretty beneficial. I think
they're sitting around $700. I can see the token airdrop being more than that. And then I guess
the last one that I've been talking about is, uh, is that, uh, Prism X and, uh, they're hinting,
uh, I don't know what they're hinting at, but if you were able to get on there
and you basically use the robot to gain points,
just about 10 minutes ago, they talked about some NFTs.
And I don't know if this is them
doing some kind of ethos play or whatever.
It says, for getting NFTs,
which robot would you mint as a PFP?
And basically what you did before you did this
to kind of get a multiplier
is you basically spent $99 before you did this to kind of get a multiplier is you basically spent
99 and you picked one of these robots to uh as like your i guess as the one that you feel like
you want to kind of uh i don't know be part of your your robot army there's not much data other than picking one of these for 99 to get a multiplier
if they reward people that were early adopters to this with some kind of nft just just like kite
ai did or just like ethos did i think this one has big backing too as you know paradigm involved
i think or is it a 16z and so maybe going in there putting $99 on one of
these robots, you get a multiplier for points, but they might actually use those early adopters
to actually send an NFT that might be attached to some kind of airdrop also. That's kind of the new
meta these days is these protocols send out NFTs and then it's kind of proof of personhood. And
then that NFT gets an airdrop. And I can see that these guys may be doing the same thing
to people that basically bet on them early.
So just something to think about.
Obviously, nothing's confirmed.
And I just wanted to bring that up.
They're looking to do something with kind of NFTs
by kind of putting that eye emoji and then posting that.
So that's what's going on.
Someone just swept 10 CryptoPunks.
Maybe it's NFT season.
Maybe it's prediction market. Maybe it's RWA's football season starts tomorrow. Maybe it's
betting. Maybe it's gambling. The meta, it hasn't been picked and people are trying to pick which
one it's going to be. And so we're going to be here trying to figure it out with you.
We'll bring you as much information we can find from the trenches and hopefully you guys can make
the right decision with us. And maybe we can front run some of this stuff since we're here every day so
appreciate you guys stopping by the daily alpha uh probably be hosting a live stream tonight
and so i'll see you guys tonight and i'll leave here for chief to end it you guys have a great
share day i'll see you later appreciate everybody that came up uh contributed alice the nice man everybody that interacts um it's how we grow the
tda it's also how we get more opportunities for us so shout out to alice and for putting together
the thread and everybody that helps with that mission we do this tuesday through saturday
11 till about 12 12 30 central just depending on the time and the conversation at hand.
After the show's over, there is a thread that goes out, as mentioned,
likes, retweets on that.
Go a long way.
And we'll catch you guys tomorrow.
It's TDA or stay poor.
We'll catch you in the foundry.
Y'all be safe. Have a good rest of your day and be on the lookout for the timeline.
