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THE DAILY ALPHAβ»οΈ
Recorded: April 26, 2025 Duration: 0:49:10Space Recording
Short Summary
In a recent discussion, crypto enthusiasts explored the implications of SUI's partnership with PokΓ©mon, signaling potential growth for the token as it integrates blockchain technology into gaming. The conversation also touched on upcoming incentives for polygon stakers, indicating a strategic fundraising approach to enhance user engagement and investment opportunities.
Full Transcription
Thank you. What is good TDA fam? Happy Saturday. Appreciate you guys stopping by the show on the weekend.
It's Saturday Spaces. We host these spaces Tuesday through Saturday from 10-15 to 12.
Every other Saturday we host a space. This is this weekend, so we appreciate you guys for stopping by.
Some people can't catch us because they're at work. So I figure we start running more Saturday spaces so people, you know,
different people can tune in that we're on recording.
So appreciate you guys.
Like and reposts go a long way.
We have Allison's thread pinned up top from yesterday.
She's back.
She's back.
Got a house.
Maybe she invested in house coin.
I don't know.
But yeah, she's moving and she's back and she's making,
she's making the threads again.
So we appreciate that.
And we definitely noticed the difference when they're not created.
So appreciate all that effort and appreciate you guys for stopping by.
How are we doing this morning, chief?
Doing all right, brother?
Internet good?
All good?
Let's go.
Yeah, can't complain.
Did they figure out what it was?
Was it just like electricity? no he didn't he didn't even know he just said that the problem they just replaced shit you know
yes sir that's that's i mean that's one thing that i will say though like spectrum that customer
service bro was top tier i mean i can't say it's always like that i mean i don't know but
all i could say was like yes four times and the dude like yo you have
an issue you're not crazy we're sending a tech he'll be there within 24 hours is that okay and
uh yeah we're giving you a credit i'm like okay cool thank you uh have a good day i don't need
anything else you know like he just shut me up and so it's one of those it's good when you see
people that are efficient at their job and just try to actually take care of the customer type shit.
That alone keeps me like, I was like, okay, maybe I won't swap instantly.
You know, because other spots, you got to prove you're right and all this shit.
And I'm like, yo, there's something wrong.
And they just made you feel seen in a sense.
But yeah, fixed.
He came, like i said replaced
everything said some shit was messed up put new wires but we're good and now the space is a lot
better because dude it was like i was stealing internet from like 50 houses down it was horrible
yeah i remember you said you can't even pull up a chart two things at once but uh yeah yeah i
couldn't do charts i couldn't look up anything damn so it's like 50 degrees here today after
it was 80 degrees
yesterday if you've had massive storms and i heard bruto's going to the beach so um totally
different weather patterns here bro so what's up bruto getting that tan on today with the wifey
our guest fiance what's good man how you doing yeah she's here right she's right next to me uh
she's got a once again listen to me talk to you fucking bozos on speaker so that's exciting but yeah we're
on our way to the beach dude i've been i've been accumulating a mean farmer's tan uh during the
bowl so we're trying to get rid of that and get some fucking vitamin d which i i recommend all
you guys you dungeon creatures get outside and get some vitamin d too well you're like naturally
what are you like polynesian or some shit or chinese like
you already got like a natural color to you bro yeah i'm uh i'm colombian german and pacific
islander so yeah i got a i got a nice colorful mixture to me yes sir and i mean that was always
i mean you didn't probably have to leave the house to have a nice tan for me i've been in the dungeon
and i'm pasty because i'm like irish and german and i just burn easily and she's brazilian so i'm like the pastiest
motherfucker so i definitely that's why i take walks and and shit like that so i can get this
tan back because uh i don't have a job anymore that real cars may be outside so i definitely
get my vitamin c um i think the thing that i kind of wanted to drill you on, Ruto, was during this week, we had some speculation of SUI,
the partnership with Pokemon and SUI, and kind of the back end of the metals and stuff are now
going to be tradable on blockchain. And I think it's big news, obviously, and the price is going
up. I don't know if it's associated with Pokemon or like the base camp, but I was like, does this drive,
like just because Pokemon is using blockchain technology,
does that drive value to the token?
Because we've seen a lot of this on Polygon in the past
with Starbucks and all these other people
using the backend of Polygon
and it didn't really drive a lot of value.
It's great marketing,
but what's kind of your thoughts your thoughts on this in general?
Is this huge for Sui
or is this more in the backend
and it's an infrastructure,
but it's not really going to drive value
to the token over the long term?
What's your thoughts on that
since you are in the Polygon ecosystem, brother?
It's going to be different for each ecosystem.
For example, for us, for Polygon specifically,
we actually don't really get too much value out of that.
A, because it doesn't really operate as like a sync.
Most of the time, if they are built on Polygon,
like enterprise level companies,
it's just like a backend infrastructure.
So sometimes the stuff that you'll purchase
might be in like USDC or maybe even USD, for example.
And so it doesn't really operate too heavily as like a
sink. So people make the assumption with an announcement like this. And mind you, it's not
just Sui doing really cool shit like this too. Like Aptos is going to be doing some really cool
shit too. I probably legally can't say anything on what Aptos has coming just because I guess it's
kind of, I know someone really high up with who they're doing a partnership with and they're
a big enterprise company.
But what I will say is that the value isn't necessarily the integration itself.
Where you're getting the value is kind of like the social proof in proving that, hey,
you now have this big company on your portfolio of teams that you've done technical integrations
your portfolio of teams that you've done technical integrations with. So from a BD perspective or
with.
business perspective, you can take that portfolio and shop it to other enterprise or institutions
and say, hey, our backend or blockchain works well. Here's the proof. We've done this X amount
of volume, X amount of transactions, and X amount of user acquisition through this partnership,
you guys should utilize us too, because it clearly works. It operates more of like a case study of
success. And that's to me where the true value comes from. As far as token value accrual,
I'm not really sure how the integration is going to work. With Sui, I'm not even really sure whether um like transactions or volume on chain
acts as like a gas token for the native token for example so those things can all be good positive
catalysts but ultimately i think people are missing what the true value is in this announcement the
true value is that hey they're they're a team that's locked in and they can do really big
enterprise or institutional level integrations that's where in and they can do fucking really big enterprise or institutional
level integrations. That's where the true value prop is. And in my opinion, if you sit around for
the next six months or a year, you're probably likely going to see a lot more bigger integrations
like this. Yeah. I mean, Pokemon is the first one, kind of one of the biggest IPs in the world
now using blockchain technology. We have GTA 6 rumored to possibly have nfts or
cryptocurrency in it uh so i think this is kind of the the the calm before the storm where you're
gonna see announcement after announcement of announcement of games possibly integrating
you know collectibles on chain and that's been like the dream of gamers and you hear like this
is the mass adoption is like we've already had these marketplaces in web 2 why can't it come to web 3 but like i see people running like this is like i do agree it's
great marketing but like this is great for the token it's like there is there like a lot of
stuff's going to be paid in fiat and it's stable coins there is no sync there but i think with
pokemon go with the kind of sui play in play here i maybe that is maybe the groundbreaking thing that could possibly
bring some value to the suey ecosystem if you could play that game on the suey play
now that opens up a whole new retail base that loves pokemon now has to buy a crypto device to
play and then now they have the crypto device now they're playing crypto games that they would never
play before so so like yeah no i'm gonna just throw this in there because I'm a gamer.
Why would I do that if I can download the game for free on my phone?
Everybody has a phone.
The game is literally accessible on a phone.
Why would I grab a sweet play or any kind of console for that nature?
I agree.
I was just saying that could be something that could unlock the suite device if that if if it was playable on the device i would doubt that it has integration but that would be
cool if it did i think there may be some people would look at it and say hey what's this device
this is kind of interesting and play it on there and maybe like opens people's eyes to like crypto
gaming in general so i'd rather play it on a phone also no i mean it's just like i said it just
becomes very hard when you go into gaming because it's logic is a little different right i mean i'm gonna i'm gonna pick you against the
switch too like why the fuck do i want a sweet play or whatever it's the same price as a switch
too one is literally a flagship you know what i'm saying uh asset and product by one of the
biggest gaming conglomerates so, there's more issues to be solved
than just trying to just sell it
because that's the thing.
Gamers aren't really that dumb, bro.
They buy shit that they want
with actual, like, logic and reasoning behind it.
And that's basically it, right?
I mean, if I can get a console somewhere else,
if I can play the game on PC somewhere else,
like, they look for that
because it's not that they don't want to spend money.
They do.
They just want to be able to continue to spend money the way they want to.
Right.
So I think that that's one of the bigger issues that you have is that, okay, cool.
You go into this console world now.
I mean, how do you compare to a Switch 2?
If we're going to talk hardware, you're going to try to incentivize me on speculation.
And, oh, this has blockchain or, oh, where drops.
What does that have to do with Mario, bro? being able to play or is this 4k is it 60 frames is it not you know
like it's just different questions so i think that that kind of figuring that out to actually
appeal to gamers is probably the hardest thing right now go ahead ruto i'll i'll tell you what
the so people assume and it's funny because like i think
uh solana kind of went down the same route where they kind of dip their toes into hardware
you guys got to be mindful that like hardware is pretty unprofitable right like i don't think
suey's main objective and i could be wrong i can't speak for the team i don't think their
main goal or objective is to like take a chunk of market share away from
like handheld consoles like the like the switch i i highly doubt that is their like mission when it
comes to dropping this i think a lot of teams just want to test the waters dip their toes in what
hardware can do the capabilities of hardware uh which i think is good right i think it shows
proof that like the team's working on different verticals. They're trying to expand into different medium channels.
So it's always going to be good. And the second thing, when it comes to like the Pokemon
integration or any blockchain that's looking to do enterprise level integrations is that
you have to imagine everyone thinks it's going to be value accrual for the token. But in reality,
if you're a good chain and you're fast and you have cheap fees,
it's bullish in the sense that you're going to generate very little fees
because that's what a good chain should do.
It should be cheap.
It should be fast.
The fees accumulated should be really, really low.
So it's not really super bullish for the value of the the value of the token but it's similar with like
polygon right like we with polymarket just itself that they do they did like billions and billions
of dollars in in revenue and transactions but we really only saw like a very small amount of fees
accrued from that on chain but that and everyone if you're a holder obviously that may seem like
bearish but if you're an enterprise company uh you're like, wow, that's actually awesome. It's very cheap to handle a ton of transactions and volume. That's a good thing. So Sui operates the exact same. It's going to be very cheap. They're not going to really collect a ton of fees on that, which is a good thing. Now, does that tie into the increase of value in the token? Probably not, but people need to kind of zoom out
and realize what the actual value prop is of that.
The same thing with the hardware, the hardware device.
I highly doubt they want to compete with the Switch.
I don't think it's competition,
but the mere fact of the matter is that you're asking the same price.
I don't care if you want to compete or not.
You're asking the same amount of USD don't care if you want to compete or not. You're asking the same amount of usd
So you are now automatically in comparison like that's the thing
There's a reason why there's a reason why it's so expensive though a because again hardware is expensive
B if you're not if you're not
Manufacturing a shit ton in volume then the cost uh becomes even higher
So in order for you to even get razor thin margins on
that, it's got to be price high. The only way you price it lower is if you're manufacturing an
absolute shit ton of them. So which they're not, which is why it is expensive that way.
Yeah. And so that's just the, my issue. It's never that they think that they're going to
be competing in the same realm. It's just that when presented to someone who games i'm going to just say you want 500 here or 500 there i'm going to go 500 this way
right it just makes more sense that i mean whether or not they do the same thing or one has extra
features or not like we'll figure it out but ultimately the spending is the exact same right
so even if you're not in the world of trying to compete hardware wise
You're asking the same amount of USD and then therefore when I'm sitting there about to buy something at the store
I'm considering what I'm gonna spend, you know in comparison to what I'm gonna get
I'll also think about who they're targeting bro
Like this is another thing that I think a lot of big chains are gonna start moving away from like i know solana is already very much so i think of going down this direction too but the sui hardware game console
like the solana phone all these things currently they're only targeting like ct users right it's
like native crypto users so you're you're already right there at a disadvantage if you're quote
unquote trying to compete with these major consoles or hardware
Companies so like they're basically only targeting us us degenerates on CT because we think it's speculation because they're viewed their speculation avenues and vehicles
Yeah, a hundred percent. So and I think if you look at it from a business perspective
You are Testing the waters. It's basically how you test a product before you want
to try and scale it up, right? Like the Solana mobile phone, by all metrics, it was kind of
actually pretty successful. But the only people buying it were people on CT, you know? But if
you take those metrics and let's say you go to your manufacturer, you say, hey, these are the
amount of orders we did. This is how fast we sold. This is what the revenue stream looked like from these. Then you can probably make a use case
for scaling that out. Now, okay, let's talk about paid ads. How do we get this into the hands of
people outside of this demographic? There's a lot of different nuances when it comes to these
products. I think a lot of people on CT don't really think about it that way. It's mainly
because they're just in this echo chamber of CT. I think it's bullish. I think a lot of people on CT don't really think about it that way, right? It's mainly because they're just kind of in this echo chamber of CT, but I think it's bullish. I
think it's cool that they're doing hardware stuff. Ultimately, we have to think of, if we're trying
to look for mass adoption, stuff outside of just software, right? I think hardware is a really cool
avenue and I'm excited to see what that looks like in like a year or two. I mean, when Polygon was
doing all this stuff, we couldn't get it out of our,
you know, it was in the top of the mindshare.
Everybody was talking about what's not with Polygon.
Do you Polygon this, Polygon that?
We even had Utesbridge over the Polygon.
So like, it is, like a lot of this is just marketing
and convincing CT peoples to, you know,
try a new chain and do new things
that they haven't done before.
And just look at the data, dude.
Sui surpasses 160 million total accounts up 55 in the
past 30 days and you would imagine that's going to continue to grow with more and more announcements
and i think they have sui base camp uh next month so a lot of people are kind of and i've been
showing like a lot of smart money has positioned themselves in the sui as kind of i don't know if
it's just like the one in their portfolio or this i do think this could possibly compete with solana this cycle and i think a lot of smart money
is seeing this and knowing this is about to happen they're trying to get their uh get this
accumulated before a lot more of these now to come out so this is bullish for sui they're running a
very similar playbook to uh to solana actually if you kind of reverse engineer how Sui's been moving and
operating the last, especially the last year, dude, like their community building, the type
of marketing they've been doing, the type of integrations, right? Like their play with Phantom
was massive. If you remember that just the announcement of incorporating into Phantom
increased the token price by a shit ton so i like how suey's been
moving i think they have great they have a super super good team over there really smart people
community activations are are a1 i've been to some suey events too at uh at a couple irl events and
their shit's really dope dude so i'm i'm hyped for suey like i hold i hold suey myself i've held
suey for a while now um obviously i'm bag holding
but i i think they're gonna do well then it was like there's a lot of friction before and now it's
in phantom and it's easier than ever so i do if this is going to attempt to be like competition
it has all the setups to do so and i do think you know if you are looking for something that's not a
derivative of ethereum and not driven sol, SUI is its own thing.
It has a different program language.
They're doing different stuff.
It's a different code.
And I just think if you're smart money, you probably want that in your portfolio just to be diversified.
So it's a lot of bullish stuff.
Go ahead.
With SUI, when it comes down to it, what makes or break chains is A, the type of partnerships that they do with integrations,
but also B, the types of dApps or projects that are built on top of their chain.
So, Sui has a great infrastructure for DeFi.
I think that's going to only continue to go up.
But I think they really need some breakout dApps that really take them to that next level.
And this is another part, because they use a different tech stack
i think they're they use move right if i'm not mistaken right express yeah so move move is
becoming more and more popular among developers um but there are like you know you have true
developers that work in blockchain who are like straight rust maxis you know and they don't
necessarily want to move over and build using move so So really, if you're Sui or any chain that uses something other than Rust or Solidity or something like that,
really the hardest part about scaling and growing is attracting devs to your chain
to build those breakout dApps that really make a chain successful.
So if you want to bet on where
Sui will be, you have to bet on
their DevRel relationships
and their developers
ecosystem because that's really what's going to
drive really cool shit to
be built on Sui. So keep an eye out there.
Do you think that's nearly an issue as it is
a year ago with Vibe coding?
Because you really don't need to know how to code.
All you need to know is English and learn how to prompt and talk do you think like that transition
that's learning different codes is even that much friction anymore with vibe coding kind of taking
off yeah it's a huge one especially in blockchain because there is a big difference because there's
a lot more uh security nuances when it comes to blockchain tech so when it comes to like front
end shit yeah if you want to build like a cool dApp and like, you know, have the front end aspect of it is like easy. That's not
the blocker, right? The blocker is how do you get devs to build really tight security on these
chains? Because ultimately blockchain is sketchy, man. You know, like it's all about security and
people usually build for consumers and mind share and all this stuff.
But in reality, security probably makes up 60% of the priority for most of these dApps.
Imagine if some of these big dApps like Polymarket or Courtyard or name any other big dApp.
PumpFun.
Imagine if these dApps had really shit security.
And that's kind of the problem and the blocker for a lot of devs is, hey, I can move over
and use move, but I got to tighten up and be better at security. What does this look like?
How is this scalable? So those are kind of the blockers right now. Yeah, I pinned up like the
top 10 projects on Sui by 30 day TVL growth, deep book on Sui, bucket protocol, SuiLind,
aftermath fi, a lot of DeFi protocols on here.
So if you guys are looking to see what the leading dApps are, if you are interested into some of the stuff,
those are kind of the ones by TVL Growth, which is probably the leading metric for a lot of the shit.
You see where people are actually staking their money and putting their money.
So just wanted to bring Rude up here and ask him about that, just because he was in Polygon,
and he's seen this kind of marketing campaign
of a lot of big corporations coming over and just kind of seeing how that played out.
So I appreciate him, you know, giving his two cents on it.
I guess something that happened yesterday that a lot of people were bullish on
was kind of the Bonk Fun launchpad that came out.
Did you check that out, Ruto?
Yeah, it's cool, man.
It's funny because all these teams who are trying to ship a pump fund competitor,
it takes a while to build something, right?
So they kind of started at the peak,
and now all these products are now coming to fruition
towards the tail end of kind of the meme coin super cycle.
But, I mean, we're seeing stuff already.
Like, look at Radium, right?
Like Radium's actually,
people thought it wasn't gonna happen,
but Radium's actually making a pretty solid use case
for users wanting to use Radium rather than PumpFun.
So I like to see these competitors.
It makes people like PumpFun just work harder,
which is always gonna make better products for us.
I think the thing that I saw people talk about, i i didn't really see a lot of proof of
that like these these fees are going to be put back into the ecosystem and we've we've showed
charts this past week and like they do this a lot and ggs the pump fun where they constantly
extracting soul and selling it on kraken it's just like very extractive like all the fees they do
what they have a great product, they should make profit.
But a lot of this money is extracting out of the ecosystem constantly, constantly.
And I think like where this kind of changes with Bump is basically they're saying that they're going to take those fees and not sell it on Kraken.
They're going to put that back into the ecosystem, which I think kind of creates a better flywheel and keep that shit in here instead of constantly taking it out of the ecosystem. I didn't see any proof
of that other than people saying that's happening.
Well, you know, that's not, I mean, that's not
even new, though. Like, you know, like, you remember
Mlady Corp? They try
to do that similar with Colt. If you
guys remember, they tried it, they made a competitor
to Pumpfine
and the fees accrued
from the platform went back into
the Colt token. So, platform went back into the cult token.
So like, this definitely isn't new.
Isn't something that they just invented recently.
It's already worked.
They've already tried it in the past.
The biggest thing is that you just need to acquire more users, right?
Like the ultimate goal is to take away market share from PumpFun.
And the use case is like, what's the key differentiator that will pull users away from pump fun in my opinion it's gonna be really hard because like normies it's already kind of reached
escape velocity uh with like normies like every normie knows what pump fun is so to take market
share away from that is going to be really well this is like open sea of last year so what did
competitors do to lure people away from open sea uh it's
incentives that's what it is incentives incentives it always has been it's like we love to say oh
fucking this and that this this whole crypto space is built off an incentive model bitcoin
you ran it on your computer you mined it you made fucking money and then people are like oh
everybody needs something like that's what that's what this whole space is about you got to
incentivize people to come to your platform.
And I think airdrops, that kind of stuff
is how you pull market share from the vampire.
And PumpFun probably has,
there's probably the last ones that are going to do it
just because they have such a grip on this.
I don't think they're going to be the last one
to do an airdrop, but they're already,
Radium came out last week
and they're already rolling out airdrops and incentives.
We've had Axiom, Photon, all these other wallets say this and Radium did it in a week.
So like we've been waiting for these wallet wars and it's now started with Radium.
So like now that this has started, it's you're probably going to see all the other competitors that basically held off starting to try to lay in their crypto use or their platform with like incentives.
And it's great for us because that's a lot of free money,
but it's going to be a war.
The last thing I'll say before getting to Captain is the issue with incentives
is again, who's the target audience for that?
It's literally just us, which is a good thing.
But then what happens to those incentives?
Like once the incentives roll out, what's the next kind of distribution channel? That that's what you always have to that's the big problem with incentives
And what three is a it's strictly targeted towards us, which is good. It's a good spike in user acquisition
Methods they're not user retention
Exactly, you know in regular businesses, there are separate campaigns.
One is a whole team dedicated to getting people in the door.
And then there's a whole theory ecosystem of keeping people inside, right?
It's not just the guy that getting you in.
He's not the one that's, oh, well, I got him in.
Hopefully he stays.
No, there's someone in a whole team and a whole plan and a whole other business to keep you there, too.
So we don't do that enough.
Has anybody successfully done that in Web3 as, like, someone we can look at?
So here's a good example, right?
If you look at any normies, if you go on TikTok, Instagram, fucking YouTube, whatever, right?
We all have seen this.
Normies, when they're trading meme coins, they're using pump fun, but then where are they trading on?
They're still trading on like deck screener or decks tools, right? Like all of us here are using photon
We're using photon or bull X or whatever
So there's this is like the huge problem is like how do you get these armies to switch from using decks tools or deck screener?
To using a product that we all know is much better like photon Photon or BullX, that it's the exact same
thing when it comes to a launchpad. It's the exact same. All these normies use PumpFun because
that's what they know. That's what they know. So if I'm a Radium, of course we can incentivize CT
users, but once the incentives run dry, okay, how are we getting these normies or all these other
people who are using PumpFun to switch over and use radium they don't know about these incentives because they're definitely not marketing to these normies
so that's the that's where i i see things i agree with that captain appreciate you coming up brother
what's up yo gm guys uh i'm running up and down stairs so i might lose connection with you guys
but i just wanted to kind of build off of what the three of you were saying and something i've been thinking about a lot recently is how the different cycles like onboarded different
people and i feel like the nft cycle just onboarded a lot more people that like retained
here and stuck around whereas the meme coins it was just like a quick like get rich like even
quicker than the nfts where they wanted to get in to like just push a couple buttons on like this app within, you know, whatever app, like Moonshot or whatever to get a quick dollar.
And they weren't really like being onboarded to Web3 and like understanding what being educated to understand what the technology is and its use cases.
educated to understand what the technology is and its use cases and so when ruto's saying like it's
equally important for these blockchains to have like daps that will onboard people i think that's
like really true and when i look at abstract and being onboarded to that like i've been crypto
native or web3 native for four or five years and it was not the easiest to find how to get on there
to bridge over and to do all
that stuff um i think there's a lot uh that's like supposed to be like the consumer friendly chain but
i don't see them doing any web 2 marketing to onboard people right now and i think there was
like no walkthroughs or anything on like the dashboard the dashboard looks great and it's
pretty to have this like visual representation of like the web 3 blockchain
for users but i don't think it like really walked through how to use it how to navigate and like
things for like my grandma or for my mom to get on like my mom hasn't even downloaded or used like
grok or chat gpt yet i don't know how like they expect her to be onboarded to abstract um so yeah i think
just creating like maybe like a fun game or like some sort of like web 2 type tool or platform that
will onboard users that's not even like crypto related or native like stewie this pokemon stuff
i think like is a great way to like bring people on board and to start getting them educated
of what this tech is.
Yeah, I mean, dude,
I could go into abstracts,
go-to-market strategy too
because I think I give them the benefit of the doubt
because they're so new, dude.
So they're so new
and they do have a lot of really good metrics,
but the reality is that they're kind of,
it's basically just like the same it's very
siloed so the people who use abstract right now for example like streamers for example it's it's
very siloed to like a very niche group of people who actually use it for streaming but i do think
if you get some really big streamers to stream in tandem on abstract the same way they do on
twitch and youtube because that's what streamers already do. Like they live stream across three platforms at the same time. So if you can just figure out a way to like
get them to incorporate abstract as well, then that could be big. But as far as consumer apps,
I think it still remains to be seen that there are actually any viable consumer apps on abstract,
but I give them the benefit of the doubt because they have a cracked marketing team.
They know what they're doing and they're still
super fucking new like what does abstract look
like in five years I think that's what people
fail to realize is that a lot of this shit takes
time man so
I don't think it's a super mega bull case
right now just because they're
a consumer chain without real
kind of escape velocity
consumer products but
there's a case to be made that they
will they can and will in the future but as of right now i don't think they they do but i do
love the team 100 i'd love to see them like on board the goblin town team or any blockchain
because i feel like goblin town is making some like sick games and things that are like trying
to attract web to users but goblin town's just kind of driving them just
to like their little ecosystem and so i think kind of to rudus point of like getting these like
creators to be onboarded through streaming or whether it's a game producer or something
to onboard people so it's not just the abstract team and the marketing team doing everything
i will say that i think one of the things about it is that the real apps that attract normies aren't as sticky and as fun for Web3 people,
right? So for example, an app that no one really references but probably is doing the best in
terms of this blend is like BZ and Courtyard, right? That's probably the perfect blend of something that a normie completely
understands or can grasp pretty easily and you just say hey man uh these are trading cards right
but they're locked up and you can just buy and sell the receipt of them on the internet they
don't know the internet blockchain they don't know any of that right and then slowly they start
getting a little bit more and more involved then but you use web like usdc right web2 money for the last majority of this you can use apple
pay so yeah like that's the thing and then you just then you can start explaining the difference
of oh well here look uh you can see how many times that card's been traded what do you mean
oh well you can see it because it's actually, you know, it has a digital identity to it.
So you can have like the actual history and you can know who owned it.
Right?
It's just small little stuff.
But that's not like to us in Web3.
That's not shiny.
That's not 100x conversation.
That's none of that right that's onboarding someone to understand
That's none of that.
Right?
That's onboarding someone to understand.
It's like they they they get a card and they have to go to a convention to sell it
And like I have like I created a live stream on my live stream where I opened a show a tiny pack
And I put that on my to on my tick-tock and it's my leading view tick-tock
It has over 3,000 views and like a lot of them have like 100, 200. And there's a lot of
normies in the comments like, oh, can you sell it instantly? I'm like, yeah. He's like, oh,
that's awesome. So like, it's an advancement of the current infrastructure of card trading.
And those are like the little things that, you know, normies appreciate. Oh, I can, I don't have
to go to a convention two hours away to get this graded and sell it. I could, I could rip this
open and sell it instantly. And like great thing great thing courtyard does they have automatic cells of like fair market price instantly when you
rip it you get a fair market value of that part instantly so it's like those are like the little
enhancements that we don't appreciate but like normies appreciate but those are the kind of
products that go mainstream right so you you mean to tell me that if you solve a big problem, people will fucking use it?
That's insane.
Also, if you look at the last six months to a year, the number one NFT collection in the world is Courtyard.
So, fun fact for everyone.
They do the most volume week to week, month to month, out of any NFT chain collection in the world.
It's Courtyard.
And that tells you that's escape velocity. That's normies who probably have never logged in to Metamask, have never logged into
OpenSea, all trading on chain. I went to a bar. I had two of my buddies. I just saw them on their
phone. I'm like, what are you doing? They're like, I'm like ripping packs. Do you got to check out
this website? It's cool. You can rip like digital packs and then you can ship them to your house.
I was like, fucking Courtyard? I was like, dude,
my company, they're built on our
tech stack. They're like, what do you mean?
This is blockchain? I was like, yeah.
That's a true consumer
data. That's a perfect example.
And then to us, it's like, well,
how much did they make?
They didn't make nothing, motherfucker. They opened
a pack of cards and they were able to get the cards from somewhere in the world to their house right without going
through the hassle that they would traditionally have to do that's it that's the problem that was
solved right and they were able to do that instantly and they can sell it instantly and that
to us it's always like money bro i made I made. No, I know. But that's the thing about it, right?
It's it doesn't really make sense or it's not very sticky or catchy because it's like, well, I'm just trying to put 50 bucks and make 100.
Where's that at?
They're like, no, I mean, you can do the regular odds of ripping cards and the potential of that.
And, you know, like that has its own.
It's not like gambling.
That's yo, there's specific odds per cards and this
and that so i don't know it's just a different kind of mindset too but yeah that's the web too
i don't think people even realize how profitable it is i was up for like 90 of my card rips bro
50 bucks i was hitting like 75 card 75 dollar card so it's like it's not the like those crazy
thousand x where you're gonna live with thousand dollars but i was consistently hitting profit like five dollars twenty five dollars
fifty dollars yeah but who the fuck in this space here in web three you tell them that they're gonna
go do shit for five they would rather lose five dollars every day consistently gambling on
something literally every day dude go go to inhuman so at inhuman bro he's up like tens of thousands of dollars
on courtyard it's actually fucking disgusting he buys the the hundred dollar rips and he'll get
he's pulled like three psa 10 lugias that sell for three or 4k each like he's up massive on his
on his courtyard cards it's insane yeah and like that uh what's that abstract gotcha game
d-y-l-i they have a premium uh gotcha game that has like crazy streetwear and crazy pokemon cards
i've seen people pulling shit out of there that's like worth like you know 300 more than the value
and shit so there are games out there yes maybe it's not something that you know the average
d-g-n is but there are success stories of this and it's just you know when everybody figures it out that's when the profit's gone so maybe that's a little
alpha for you guys there is some money to be made over on these trading card games if you know i
think that um i think that that's one of the big differences even if more people figure it out the
profit's not gone right unless the entire market in that category or whatever collectible just happens to go into a lull. We could get all,
let's just say 4,000 people on crypto Twitter playing on fucking Courtyard, ripping packs and
pulling, right? And that doesn't change the RNG of the packs. That doesn't get inflated or deflated
based on the amount of users. That doesn't even change the market for that. Like your prize.
Right.
Because there's just going to be so many different prizes.
Gauged and kind of valued.
Based off of a lot of different things.
Right.
From numbering.
To like era.
To what kind of card.
Whether it's sports.
Pokemon.
All that kind of shit.
So I think this is one of the beauties of.
It's also different in that aspect.
That we can literally onboard every fucking person we know
right and still not kind of feel that yo we're diluting this opportunity right unless everybody's
sitting there pulling pokemon and no one else has any other interest i know there's like restocks
of them so if like say there's only 4 000 cards inside the gacha pond if like 4 000 people could
do it then that only gives me one spin instead of 15 but yeah i kind of just the i'm talking about i guess the class yeah yeah that the card pulling
like game but yes not specifically courtyard but just that style of collecting good riddle
yeah i think when we're talking about metas um what i've been what we've been seeing internally
like just from a business because we do do market research on what other chains are looking at, what's a narrative that's really growing right now, it's payments on chain.
So stablecoins, if you guys haven't noticed, USDC just created their first Twitter account.
The amount of payments that are scaling on different chains right now is fucking insane.
Scaling on different chains right now is fucking insane.
And I actually have some alpha for you guys.
And I actually have some alpha for you guys.
Maybe it's, I don't, hopefully it doesn't come off as like a hard, a hard shill, but
maybe I'll post it at the top, but, or someone could put on the Jumbotron, but there's something,
there's something coming for polygon stakers and it's got to do with ag layer.
stakers and it's got to do with ag layer so if you're staking any poll um any any dap chain or
whatever that's connected to the ag layer in the coming like few months or year um you will have
every user every user who has staked polygon uh will get access to all of those incentives across
multiple chains so multiple airdrops um And I can't say too much,
but what I can say is there's something coming.
And if you want access to it,
and if you want something big,
I highly, not financial advice,
but I highly recommend getting a few poll and staking it.
What is kind of like now that like they're kind of transitioning what are
kind of the leading use case for polygon these days ruto uh use so use case right now what we're
we're trying to focus on our key narratives is payments stable coins and rwas so obviously you
have a courtyard incorporated that you obviously have like polymarket who does a ton of payments
on stable coins but we're also looking into just traditional payments so like debit cards cards in general um and institutional um
institutional capital that's looking to park stable coins so that's kind of our focus right
now but we're building out ag layer is one of our products so it's basically like you know right now
if you want to play on different dApps you need another wallet. If you want access to cross-chain liquidity, you need to go on different chains, different dApps.
With AgLayer, it's going to connect all of it.
So it's all just interoperability.
It's account abstraction.
So by staking pull, you immediately get access to every single dApp that will be connected or building on the AgLayer.
access to every single dap that will be connected or building on the ag layer and you get access to
all those incentives uh whether it be airdrops or anything like that and i the last thing i'll say
is i got it pinned up to the top okay great yeah we last thing if you notice in the roadmap there's
something there that says redacted um i i can't say much on that i can't say it's probably it's
something i've never been more excited about
something in Web3 in my life. And I'm not just saying that because I work here. Just as a consumer,
people are going to be really excited about this. And in order to get value out of that,
you need to have some pulse taked. I would highly recommend it, not financial advice, but
just read through the post
If you guys are interested, that's definitely some alpha for you guys
And we kind of pinned up. Yeah, so what would be the easiest way to stake pole? Is it just going on polygon and doing it or like where would be the easiest way to do it? Let me show you
There's actually a really easy to read guide and I'll pin it at the top right here. I
Just pinned it from the homie Diana.
She's head of marketing for Aglaire,
but this is a one-on-one guide on how to stake pole.
a complete idiot's guide to staking pole.
So if you guys,
if you guys are interested in reading that and,
I would recommend just,
even if it's a little bit,
man,
I promise you,
you know,
you'll,
you'll get some value out of it.
Appreciate it, Bruno. Uh, I don't know if you're still, uh, man, I promise you, you'll get some value out of it. Appreciate it, Bruno.
I don't know if you're still driving, brother, but, man, it's been great to have you on stage.
Captain, too, bro, man.
Haven't talked to my boys in a while, man.
Did any of you guys swap Solana tokens on OpenSea the past two weeks?
They kind of give you guys a pretty good chance of doing that.
I think they had the shipments yesterday.
Anybody that's swapped Sol on on openc got that shipment so i was wondering yeah i swap i swap
some good yeah i was like trying to get people to do this stuff it's pretty simple it's not a lot of
money involved like you could do like five bucks and i keep saying like i think we're gonna regret
not doing all these whatever uh the token comes out in the in the next few bro just play it's this one
it's just play around with open c dude like i've been in their beta access for probably since last
year like for months uh the team people talk shit about open c but they're fucking cracked over there
dude so they have a lot of i highly recommend trying to farm that airdrop i think it's gonna
be a sick one yeah i think we all need an airdrop and i think a lot of us are gonna get like retroactive rewards they're gonna be nuts so i think this was gonna
be a big one for the whole ecosystem as much as people hate open sea i think people will come to
their senses whenever they get some free money it's like oh thank you so much we appreciate all
the fucking hard work uh appreciate that um what was uh my lady yesterday and janny i guess not
my lady but me barra yesterday basically had had an announcement or Jannie had an announcement of giving away, I guess, a free me bear for someone that goes to Honey Road vending machine.
And so I guess it's kind of like a way to get people to make art and do stuff for them.
I guess the price is 0.42 bear 69 goes to
liquid backing one percent to real ross so it looks like ross albright's gonna get a percentage
of this share your me bear on the timeline share your lore what's the story behind the me barrow
what attracted you me barra 420 share your transaction from barra scan as proof of mint
as a comment may 20th one, one is chosen. Become a maker
or be made. Mibera,
formerly known as Miladies on BarraChain,
formerly known as Mibera.
It's where you can make your own
with all the traits on his website.
Have you done it yet?
Have I minted in one? No.
I saw a few of them. They look pretty dope.
Yeah, I mean, you get to see all the traits.
That's what they're going to actually look like, you know?
So the ones that you're seeing, I mean, that's a chance that those combinations might actually occur, you know, kind of like in the wild type shit.
Yeah, and the rarity updated on the backgrounds.
I know they're kind of like on Magic Eden.
They had the old rarity score on there.
Like, I think I was like 8,000th. And my rarity change on that background now it updated to like five thousand so
the the rarities are changing one of the things about that i'll say that a lot of people have
been doing a little more research in it and uh jenny said that he had a specific background that
he liked right the most uh and he said it was the rarest background in there right
uh well people went through and found it and uh that background itself is like considered or ranked
as like one of the not so rare ones right and so that's the thing about it is they think that even
the backgrounds right now are are skewed so those are going to be like a background and a
foreground so it'll have a combination of two pieces to make the actual background trade itself
so just once again this whole point is uh it's either you sit back and chill or you just agree
with the fact that you know you're not necessarily you're buying for aesthetics and looks and the the
rarity itself could and will
continue to change until we reach um i think it's like stage six or seven right so or seven or eight
i'm sorry so just something to keep in mind if you're buying above floor just do it because you
want not necessarily because of the rarity because even this uh rarity change now there's like some
performative art in the process so So yeah, just put that out there
So no one just overspends in that sense
Or if you can get a premium real quick, I mean I'm gonna throw that out there too if you can get a premium on it
I mean get that premium but also know that you know
Potentially you could be selling the one-on-one or whatever it is, right? Cuz that's another thing, too. The one-of-one aspect is the last thing.
What happened?
I can't hear shit.
Oh, shit.
Was I just muted?
No, you were talking.
I don't know.
It just went silent for a second. That's fucking wild, bro. I looked down, and that shit was, was that just muted no you were talking i don't know it just went silent for a
second it was wild bro i looked down and that shit was like muted um i'm just saying that
you could have a floor boy right for uh phases one
one through six or seven or whatever damn that shit muted me again bro the fuck um and uh it's
unmuted me now and then uh it becomes a one-on-one on the last phase so just
keep that in mind if you're trading you know make your money but just also know
oh shit it's muted his ass what up gambler maybe get us out of this fucking hectic uh
unmute mute shit that we're going through bro can you even hear us yeah yeah i can hear you
heads up i just got the notification up top that said the host is having connection issues.
Oh, we didn't even see that.
So it looks like, Chief, you're having a connection issue on your side, which is fine.
It's not a big deal.
We can save it.
If it does go AWOL and AFK, we will be back on Tuesday for you guys.
So let's go with you, Gambler.
Oh, everybody left.
I don't even see anybody in the crowd anymore.
I don't see them anybody in the crowd anymore.
I don't see them either. You guys can hear me okay, though?
Yeah, I can hear you.
Now the whole crowd went blank.
Yeah.
Can you see anybody? No, no. It says there's only four people.
Oh, what the fuck?
Yeah, it's a trip.
It happens.
How was sperm racing yesterday, my guy won dude let's go
i won like 100 bucks i bet on the right guy yo ggs bro and ggs on the sperm racing that
it's cleanable correct not bad oh this is i mean the thesis was like it's by the rumor sell the
news at the whole time i was given like i gave a chart i was given invalidations like yo if it goes under 300 sell and like i was telling everybody to get the fuck out you know as
soon as uh the show started so i think i got majority people in my 400 500k and you could
have sold that's 800 and then they had the tweet uh with uh the the the quant uh the guy that said,
