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THE DAILY ALPHAβ»οΈ
Recorded: Sept. 9, 2025 Duration: 1:21:39Space Recording
Short Summary
In a dynamic week for the crypto space, significant developments include Dogecoin's upcoming ETF launch, Robinhood's foray into tokenized equities, and the rising value of Pudgy Penguins collectibles. Partnerships and new projects signal growth and innovation, while True Social's integration with Crypto.com could introduce new users to the crypto ecosystem.
Full Transcription
Thank you. ΠΡΠΎΠ΄ΠΎΠ»ΠΆΠ΅Π½ΠΈΠ΅ ΡΠ»Π΅Π΄ΡΠ΅Ρ... Yo, what up?
Just giving us a couple minutes to get set up.
X is getting up here.
Y'all can like, retweet the room, share it around.
We'll get the ball rolling.
First show of the week.
What's up?
What's up?
What's up? What's up? What's up?
Appreciate you all stopping by.
It's September 9th, 2025.
Man, wake me up when September ends at this point.
But today, obviously, we got some shows lined up for you this week,
Tuesday through Saturday from 11 to 12.
If you guys want to participate in the conversation,
feel free to crest up.
As long as you are not talking about your project,
we would love to get your take on what's going on in the market.
If you have any alpha, feel free to come up.
If you want to be bystanders and sit in the listeners lounge,
feel free to also use that comment button and tag me or chief in the comments if you guys
have something you want to discuss or you disagree with what we're talking about. We would love to
pin that up top and discuss it also. So obviously, today is the ninth. I think Apple's launching
their iPhone 17. So that's news.
Obviously, with prediction markets around, you guys can bet on the price of that.
And so that's something interesting.
Maybe that will create some kind of meta.
Do you have like a local like St. Louis page kind of thing?
Like on Instagram or social media and stuff?
Because the Dallas one, like where they just share like off the wall shit that happens in dallas You know, like if you're you see in a car crash or a fight or something like that
You can include it a lot of the ones now that have to do with anything
Have uh, like kalshi or kalashi or whatever. I don't know how to actually say the name of that
Oh the odds for today's game are this.
Or according to Kalashii Market, the odds for this or that.
So I think that that's also interesting.
It's a different vertical of marketing, which we're probably now going to start to see, right?
And then it's like that Leo meme.
Oh, shit, I know that company.
Or, hey, they're from Web3.
And, you know, like the regular people are just looking at us. It's like, oh, okay, cool. It's Kalashii or it they're from web3 and you know like the regular people are
just looking at us it's like oh okay cool it's kolosh here it's just another betting app you
know but i saw it the other day and it's just the literal the dallas news page where they post
fights and accidents and stuff and and all the posts it was just referencing uh koloshy markets
or uh odds and i was like damn never really thought about it in that sense you
know but i mean ultimately that's how they're gonna get normies in yeah it's starting to seep
in just the everyday life i don't not really on the social media side on my government name um
so i don't really look at those but we do have like you know facebook um group chats for our
county or our city and shit.
So I would imagine the moms are over there.
But, yeah, man, it's just seeping in slowly but surely.
But, you know, XRP Army is one of the biggest disinformation cults there is in all of the world.
And apparently there are strong rumors, rumors I tell you,
that say Apple may announce a $1.5 billion purchase of XRP today.
So, just like there's rumors that this is going to be integrated into the banking system and all these other fucking rumors.
I don't know how this shit gets to go viral where people are even mentioning it like me. I mean, this post has over 113K views about some rumors some XRP militia member fucking created that Apple's going to fucking buy some goddamn XRP today.
I'm mad.
But watch this become true.
And XRP shoots through the moon today because they supposedly are going to integrate it into their fucking banking systems or shit.
I don't know. But that's a rumor. And obviously, you guys saw the whole macro fucking situation this morning where we revised over 900,000 jobs. Great. Great. Like, who's
fucking doing these? Are we doing this with like a, with like, who's counting this shit, bro? Like,
well, how the fuck do we get this wrong? So the U.S. Department of Labor just revised 911 jobs out of the 12 months of already being reported, the largest revision in history.
This is officially above the 2029 levels, with jobs data overstated by 76,000 per month.
per month. So this is leading to the BPS, 50 BPS, basically going up to 17. I think it was up to 17%.
Last night I was checking it on my live stream, it was at 10%. So more and more people are
suggesting Jerome Powell was too late. And this job market data is basically going to result into a 50 basis i think standard
charter came out this morning and is basically suggesting that we're getting 50 basis points so
i don't think that's priced in but i mean you would expect the you know this kind of information
to come out last time this came out uh early september where they revised the jobs we
the market pumped and now we pumped this morning and now we're back down to before where we started
so i don't actually know what it was gonna make the market pump anymore guys like i'm kind of out
out of ideas um man it's just it's it's rollercoaster and it's fatigue. And I can understand why sentiment
in this space is at all time low. I was looking at some of that sentiment RSI levels. Basically,
altcoins are oversold more than the COVID dip, which makes fucking sense, right? Like you can
just tell by how many people are in this space that their altcoins are down
maybe it's just i don't know what it is um i'll pin up the chart i think it was ash crypto that
made the chart showing you the rsi levels uh basically suggesting that we have been rsi strength
is lowest that it's been even before the COVID dip. So here it is.
All coins have never been this oversold ever in history.
Not even during the 2018 bear market.
Not during the COVID-19 crash.
The deepest bear markets, lows in 2022, tariff war panic.
Money moves from BTC to ETH alts.
Right now we are in the ETH phase.
And he's showing you the RSI, which is the Relativity Strength Index. And he's showing you the RSI which is the relatively straight index and
he's showing you the bottom part of this is just circling it at this RSI level we have never been
at this relatively straight of altcoins in the history of the fucking space and I think that's
ultimately factoring in to the sentiment in this space like no one knows what to believe there is
no metas we're trying to create metas as we go and our altcoins continue to go sentiment in this space. Like no one knows what to believe. There is no metas.
We're trying to create metas as we go.
And our altcoins continue to go down in price, which the majority of people are in altcoins
because they want to make millions of dollars.
And a lot of people are leaving because they have rollercoaster fatigue.
We go up because, you know, last week or last month, we went up based off this revision.
And now we are back.
We pumped and now we're, we're dumping again.
So it was just like,
I could see why people are kind of frustrated.
People are running out of time.
People don't know how this market's actually going to,
you know,
work out.
And it's definitely interesting to kind of,
is it not,
is it not changing to be a little bit more stable though,
to where this isn't such a boom and bust?
I mean,
I think that's
I mean yeah I think that that's the bonus part of this though right I mean yeah it kind of in a
sense sucks if you're not let's just say allocated an XYZ altcoin but at the end of the day I mean
you know that it's not just your altcoin so to speak right I mean I highly doubt half of these
people were planning
on selling the day if number was up. But it's the idea that if I wanted to sell today, I'd have a
lot less than when I did when I first participated, you know, and so I think it's more so that than
anything else. Because, okay, cool, Bitcoin's back at 130, 140 or breaks all time high, what are you
doing? Are you selling all your bags and burning off?
Well, no, of course I'm not going to do that.
Then what are we talking about, right? Then why are you upset that if in the interim, number goes up and goes down?
You know?
Bitcoin's less volatile than ever, but the altcoins have failed to reach their previous all-time highs.
So, like I said, yeah, if you've been in bitcoin then you're
you're okay but the majority of the people that we interact with aren't in bitcoin so dude soul's at
215 yeah i get it i mean these you know what i'm saying hype is at 55 like but it's insanity
280 bro so it's like some people bought tops and people obviously soul's having the runner because
of the etfs announcement that's coming in mid-october and then the soul dats that are coming
so yeah there are there are winners um there's select winners obviously every day there's a
runner that goes up 50 60 for no fucking reason but i feel like the majority of the space is in
a point where they're like all right how about my bags how about my bags how about my bags and then there's like never when
their bags do pump they're like okay this is the time we're all going to the moon and then they
don't sell and then they're back to round tripping because like these pumps are less than 24 hours
these metas are less than a week so if you don't capture your day of those profits then you're set round tripping and that's
where it's kind of the roller coaster fatigue like everybody i doubt that if you see your coin go up
50 that most of these people are not even taking profit they believe in it they've hold it for
three four or five months that they see a 50 candle they're like okay we're about to go higher
i'm about to make a lot of money and then a a day later, it's back to where it started. So I guess that's the point though. If that's the case, right? If
that's literally the case of where, Hey, uh, it pumped 50%. Now it's 50% less or whatever it may
be. Like, I mean, I still don't get, so what you've held for four months, whether the number
went up, unless it went up 500X, I mean, I highly doubt
they had a plan to exit today anyway. And I think that that's really ultimately what I'm saying is
the unrealistic expectation that is if number goes up, you are going to sell and leave and be gone,
when in reality you weren't. So what exactly is it that is causing this discomfort? And to be a better investor,
how do I fix that? Is it, oh, I have too much in this position and I'm not as confident?
Or is it in this, whatever it is, I have too much in JPEGs and I'd rather have more in shitters,
or I have too much in DeFi and I'd rather have it in XYZ. So I think that that's ultimately,
I guess my question is really identifying the i mean the
real underlying issue where are you overexposed because if number was actually 100 higher today
would you have sold right or or not and i don't think that the majority of people were planning
on selling if number was just 50 or 100 yeah it cycles weird obviously people you know obviously
septembers have been uh lowly always the worst month too yeah and just obviously people have
like all right you know the last few months of the bull market uh are the most uh you know
are the most are the best are the best times this is where you make all your money in the last three or four months and rsi is lower than the covid dip so it's like when does the momentum start
when does it start like everybody i think people are like we've been promised supposedly this dream
where you make the most money in the last three months and we're basically at a point where we're
continuing to go lower any good news we go back down to where we're so like where does the momentum where's the checkpoint where we create a new high or people get enthusiastic
more people come in the space and it's just not happening and this is the phenomenon of no retail
here and so like we're basically the only reason we're at these price levels because the institution
institutions and if institutions if there weren't etfs if there weren't institutions, if there weren't ETFs, if there weren't DATs, if there wasn't all this stuff,
I probably pretty much guarantee Bitcoin
would probably be at 60K right now.
And people would be talking,
all right, the four-year cycle is already over.
So really what brings the frothiness in the market
is lower interest rates.
And we're still at high elevated rates.
And it's going to take six to seven months
to get to those levels where bull markets activate.
And that's when I've been stating like this isn't about a four-year cycle anymore.
It's about global liquidity and global interest rates.
And the interest rates are ultimately going to add more liquidity to the markets.
And that's not going to happen for five to six months from now.
So that's why I'm saying the four-year cycle is over.
And people are going to get, you know, once November hits and we're not hitting all-time highs and RSI's are still low,
a lot of people are going to quit the space because they were promised a dream that never
showed up. But, you know, the people that stuck around and actually understand how this market is
working now are going to be the ones that actually capture those gains, you know, in April, May,
and June of next year when we actually get a new Fed and they start cutting six or seven times in 2026.
But regardless of what you think, in the short term,
Bitcoin's monthly Bollinger Bands are at the most extreme level in history.
So Bollinger Bands, you guys know, create volatility.
But the last time they were this tight was in 2021,
where BTC pumped 531%.
In 2024, Bc pumped 360 percent we're at that point
again the only thing certain is about to get volatile personally just like i mentioned i think
we're going lower um i just don't like none of the news is pushing the market. So what makes price go up is us to go capture more
liquidity down below. And then maybe that is a value investors buy and people have been holding
stable coins buy when we dump 20, 30% here. And then that makes us bounce. And then we go to
all time highs. So these Bollinger bands are tight. If you look at these last two ones, 2021, that was bull market, 2024, supposedly
bull market. Personally, I think I can't pattern match this anymore. And I'm going to say that our
volatility is going to make us go lower. And then that brings in the value investor and people that
have money on the sideline. We get that liquidity down below and then we bring it up top. And I
think maybe dump to 100, 105, and then we bounce down below and then we bring it up top. And I think maybe,
you know, dump to a hundred, 105, and then we bounce from there. And then we maybe create a
new all-time high sometime in October. So volatility is about to come. Personally,
just seeing how we sell off instantly into things, seeing, you know, airdrops get sold out,
sold off instantly. There isn't a lot of buyers in this market. There's a lot of people trying to capture profit
and stable coins just makes me think
that that is a case of us going lower
and not actually higher
because there's really nothing to believe in right now.
So that's a little what I got just on the macro wise,
obviously a little bearish for me this morning.
Typically I'm a bull tard,
but maybe that maybe you counter trade me
because I'm typically bullish as fuck. so that's what's going on but one thing that is going on this week is
dogecoin is launching an etf maybe maybe that bring maybe that spurs are on maybe that's the
news uh but dogecoin etf which will be go under the ticker doE is expected to launch Thursday under the 40 Act. According to Bloomberg's Eric
Bracanis, it would be the first U.S. ETF tied to an asset described as having no utility.
So this could be a start of us seeing our favorite meme coins that have no utility like XRP and
Pingu all getting their own ETFs,
which, you know, would be good for inflows.
And, you know, obviously the biggest retail indicator
has always been Doge.
So maybe if Doge starts going up,
then we get some more retail in here.
And then that brings some more enthusiasm to the market.
But I thought that was interesting
to kind of see an ETF with Doge in it.
It's kind of been something that we joked about
for a long time and now it's
actually coming true that doge is um bitcoin's getting its own etf yeah and i mean on that note
too yeah i mean within a couple hours of that news you have doge os which is ideally the operating
system for all of you know kind of the doge blockchain their doge core so to speak uh they
partnered with lombard right lombard
is primarily a bitcoin restaking slash staking platform uh it's a guess liquidity provider
right for cross-chain opportunities i mean you could have deposited into lombard for
bear chain for monad for all these upcoming airdrops it's just a way to kind of
for monad for all these upcoming airdrops it's just a way to kind of let them utilize your money
for tvl purposes so they tapped in with doge and now doge is fully integrated with lombard and
kind of makes sense too it being both proof of work right so it's not too hard to kind of make
the blockchain speak to each other in that sense and make everything sequential but you can utilize anything that's in
the lombard now uh liquidity pools right and what they touch with doge if you can incorporate it
all together so that's dope there's a long time coming a lot of people been building on top of
doge for a while so i don't i think it's a lot of people's considered a meme coin but i mean it is
a fork of bitcoin you know and there are things that people do on top of it.
There's Dogeinals.
There's I think they even have like a way that you can transmit Doge through radio signals.
So it is just another way back in the day that people suggested, you know, we're going to do payments with Bitcoin.
And Doge was a cheaper, faster way.
So I could see why people think it's a meme coin, but it's not that. It's a different, a cheaper way to make payments. And so it's ultimately
been deemed a meme coin, but I still think it does have some utility to it. I guess one last
thing before we kind of get off the back row is Robinhood. Obviously, you guys all know they're
making their way into the Web3 space. They're building their own layer two on top of Arbitrum.
Today, tune in to Robinhood Presents
Enter the Mainframe on September 9th, 2025
at 8.30 PM EST.
So this is kind of a summit, hood summit.
There's gonna be some announcements here.
People are suggesting that they are going to announce
their product announcement to related to tokenized equities on Arbitrum.
Robinhood deployed a bunch of tokenized stocks on Arbitrum 1 a few days ago and is now testing mint and redemption transactions.
Got this from AJC. I think he works for Masari.
He's showing you the blockchain data of them doing this. And so people are suggesting
that if this gets announced tonight, that you can do tokenized equities on Robinhood,
which is on Arbitrum, that Arbitrum is going to pump based off of this news. And I was kind of
reluctant to get into it. Last night it dumped to like 50 cents. It that 51 cents? I'm not actually sure if this is well-known knowledge,
if this is by the rumor, sell the news. So is this something interesting, right? I would imagine
there is maybe a short-term pump if this actually is announced, but I think this is widespread news.
And the reason why you've seen it pump from like 45 cents up to 50 cents is because people know
this is coming. So I would imagine the news announcement is probably going to be a short-lived pump and then a dump. So you might possibly want to exit
or maybe short it once the announcement happens. But maybe I'm wrong. Maybe I'm wrong. Maybe I'm
wrong. I've seen Athena go up in price on Friday. They had some big news today. They're also
basically, I think the stable coin for Binance, or they're integrating with Binance and Athena pumped to like 83 cents.
So there are a bunch of winners.
There are some losers.
A lot of the time when you see in a kind of a bearish market,
if these things are in hyperliquid, you can short them.
Like yesterday, I was seeing P&Ls of people like,
oh, I got into fucking LaunchCoin.
Ben Pasternak posted LaunchPad 2.0, Launchcoin 2.0.
This shit went from 80 million to 120 million.
Dude, you can go on Hyperliquid, short those fucking P&L posts.
That shit went down to like 80 cents like four hours later.
So especially in this market, if it's on Hyperliquid
and you're seeing people post their success, that's an obvious short.
And Launchcoin was one of those yesterday.
So maybe this
arbitrum one is also a short you'll see people posting their pnls this and that and uh same thing
with open ledger open ledger i've uh dropped did their tg didn't tell anybody about it that was
another one that was on the cato leaderboard uh and people same thing i just shorted the
out of it right because of the fact that they didn't tell anybody.
And then when people were like, oh, look, free money, go sell it all.
Yeah, isn't Open Ledger in that?
Like an AI blockchain that basically pays people to use their data.
And so that basically went ballistic yesterday.
And it kind of created a little AI meta.
You saw like Zerobro was up.
Kato was up. All the AI coins caught a bid yesterday based
off this open leisure. I don't know if this is a meta that's going to be this week. Obviously,
two weeks ago was the prediction markets. Last week, it was RWAs. Is this week RWA or is it AI
again? I don't know. Maybe it does create a new meta or just kind of revise a different meta,
or maybe it's creator coins. But I think people are trying to figure out what's going to be the meta for this
week uh we kind of cycle through two of the newer ones last week and the week before and so what's
it going to be this week and i think people are still trying to figure that out and i saw like
why is kato pumping like we should short this like why kato is because they said tge's upon us
so i'll post this up to the theirs probably i thought i already had one oh yeah you're right
i mean for for the coin that um i think that they're just saying that they're lining up because
they have tges yeah uh coming through their platform sorry um like open c fucking yeah
there's a there's a couple there's the open c one and then um
well on that one too let's actually talk about that i mean we might as well because there's a
couple changes in there that i don't know if everybody saw i mean yeah you have the introduction
of or the confirmation of the c token right uh you have them disclosingosing mobile being one of the primary things of focus
And then I think that the biggest piece of news though was the upping the
Royalty cut did you notice that?
Yeah, the creator or whatever the platform fee got moved up like point five percent or whatever. Yeah, doubled full doubled bro
ever yeah doubled full doubled bro from 0.5 to 1 and i think what wasn't it back in the day used
to be like two something and then they had to lower theirs to match everybody else's and it
just went back and forth so got that all pinned up to the top hopefully you guys have been
participating doing some of the the quests that we told you right a lot of this was pretty easy. Some of this is, lack of a better term,
wash trading, right? Go wash, go trade a token back and forth, $50 worth, $5 worth,
trade a token on Solana, trade one on Flow. So more or less, I think it's also stress testing,
and then they can kind of tell you where to go and what they want tested.
But in a sense, this was a pretty, quote unquote, easy airdrop to participate in, right?
How much you get ultimately really depends on how much you did.
And then ultimately the back end and the retroactive rewards, we'll see how those really play out.
But yeah, I mean, hopefully people have been participating in them and taking advantage of those certain collections that gave those bonus xps and stuff for you to just trade on them or
whatever it may be so yeah i think the big news on this is obviously they have a mobile app that's
going to be in beta here that's going to use ai so i would imagine that it's going to be a combination
of phantom and wayfinder with the nft market swap like so i think that'd be something
interesting i do think like why not add perpetuals to this mobile wallet like you've already seen
rainbow and rabbi and phantom the thing about this ai stuff bro it's like we're over here like
oh we're all gonna have ai and it's kind of weird or different right in reality i don't think it's
that fucking different i mean you've brought it up we brought it up clippy and all those little fucking mini characters that they
would put inside like uh microsoft word or hey do you want to talk to someone i mean yeah they
weren't as smart as ai or you know able to think and search and shit but to a certain extent those
are our primitive version of a robot companion or not a mobile, like a digital assistant, I guess you could say, right?
And so to think that one of these is not going to be integrated in what you use, it's kind of foolish because even to the extent of like Word and Excel, right?
You have some type of little bullshit assistant or some way of communication in there if you need some help.
Yeah, I think it comes down to having this wallet ready to go
during TGE. And there's gonna be a lot of people, you know, there's retroactive rewards with this.
You're basically your chest, there's gonna be a separate chest for retroactive rewards. So if
you did trading in 2021, 2022, you're gonna have a reward. and a lot of those people have left the space and so to onboard them
into a wallet that the space has moved like the learning curve has gone crazy on them they don't
know what which way is that the fact that they can rely on a companion to learn how to swap tokens
what the fuck is phantom what the fuck is arbitrum what is abstract and having something that they can ask and not feel
stupid to walk them through like swapping their open c to a stable coin on abstract so they can
buy an nft over there i think could be a great way for retail which i feel like there will be a lot of
old participants that will feel new again because they've left the space for so long claiming this
airdrop and not knowing where to go spend it and so having an ai companion inside the wall to kind of help them i think would
be spread out liquidity and more things will pump because of that and i think a lot of people might
actually use the openc wallet as they come back right like and that's what i'm about no soul
still no recognition of the soul blockchain or plans to add it which i think is interesting right i mean they got shit on shape flow every which blockchain known to man besides solana
you can swap you can swap tokens on token but you can't do jpegs not yet yeah so yeah i mean
i don't know what's stopping them is it magic eden having like a do you think about that what what if they do like i mean we don't know about it because them. Is it Magic Eden having like a culture online? Do you think about that?
What if they do?
Like, I mean, we don't know about it because we're not part of that industry.
But it's like almost like a monopoly of, you know, if it's Sol, it belongs to us.
If it's ETH, it belongs to you.
You know, just unspoken rules kind of thing.
But yeah, it makes it very weird for you to be able to use the Sol blockchain to trade tokens.
Right?
So that means that they have the the infrastructure
for it but i can't trade a jpeg when it's the same exact contract basically without a picture
so it's by choice yeah i mean ordinals and soul entities which have been captured by magic eden
so it does feel like there is some kind of bloodline or like bloods
versus crips in the nft marketplace of like that's ours and this is us this is our territory don't
you fuck with it and maybe they're just like fine you can fucking have it like we don't want to
fucking integrate it in our shit we're just going to capture evm and we'll just have sole tokens
which we actually think that nfts are actually on a downtrend for the rest of, you know,
trading NFTs are on a downtrend.
So we're really just going to, you know, if we are going to be sold, we're just going
to focus on tokens.
And so I think that's what ultimately is happening here is the conversion that OpenSea
isn't just going to be an NFT marketplace in the future.
It's going to be a token marketplace.
And it also includes NFTs.
I think as farther and farther we get to this TGE, two or three years from now, I think OpenSea is going to be focusing more and more on fungible tokens instead of non-fungible tokens.
I think it will be kind of a perk, the fact that you could trade your NFTs inside of the OpenSea wallet, which you can't do on Phantom and others.
So I think that's something that distinctly kind of keeps them different than Phantom and Rabibi and all these other ones is the fact that you could trade nfts on their marketplace
too and that's what they specialize in but they're going to you know evolve into more of a token
trading platform and a push platform that has you know different streams of revenue that they could
use to buy back their token and burn it similar to hyper liquid so they're just going to use the
revenue off their marketplace nft marketplace to buy back the token token and burn it and you'll see kind of the price action off that but to think
that this token is going to just because it's launched in october or november that it's going
to do very well i mean i don't know like i i feel like a lot of people are going to play
coy and say this is huge i really like what they're doing but like i'm just looking at soul airdrops from tge wormhole down 93 percent tensor 92 magic eden 87 parcel 85 sonic svm 80 percent
fragment down 72 sanctum down 70 streamflow down 63 pith down 63 huma down 60 sns down 56 layer
down 47 d bridge down 35 jupiter down 30 gito down 22, Grass down 12, Camino down 1, Pingu up 24%, Drift up 108%, FlashTrade up 204%, Tuna up 230%, and Bonk up 25,000%. eden which is basically pattern matching to open sea down 87 percent since their tge so
i'm not going to get caught up in the bull posting oh they're going to do token buyback
and burns they're going to do perpetual trading this is the future i really enjoy what open seas
pivoted they got some great people on their team i've heard all that shit before with magic eden
and what did it fucking do the tg TG, it's still down 87%.
I'm not saying...
You need another plan, though, right?
I mean, yo, no disrespect, because we made a bag on Magic Eden.
And, I mean, shout out to them for just capturing the Ordinal side and whatnot.
But, dude, the only thing that token serves for is to give it away as a prize.
And motherfuckers just sell it.
Because it's a prize and motherfuckers just sell it because it's a prize i mean like you you know hey if you pay in the token it's a 10 cheaper ordinal oh okay cool well who the fuck
is eating the cost we are it's a loss leader but it keeps people here like there's got to be
something to where it makes sense of why i'm either buying some of the token using some of something bro
and there's not right there was the the loop you max staked one time for the four years
you got a fat bag right cooked everybody's like oh it's going to be the same process again max
steak max steak and then second airdrop was dog shit. Everybody's sad. So that wasn't it.
Now what else, right?
How else are they going to incentivize you if it's not locking it up?
Well, locking up for anything less than four years isn't yielding much.
Well, that's it.
That's literally all you can do with the token is earn it through trading, earn it through spending.
And then when they give it to you, they don't want you to spend it,
which is crazy to me, right? Because I mean, like, why else would you give someone a reward
if it's not to get the reward? So yeah, I mean, there's got to be some type of use case for it.
Some of them, I mean, it's lack of a better word, like a sink, right? For, hey, the tokens,
X amount of tokens a month, a year going here for this purpose or, hey, whenever
we hit 50% threshold and trading for the day, we're going to burn at a 10% rate after whatever
some type of intricate shit in order to make this last, bro.
Because I mean, the only thing that it's worth right now is earning it through spending your
money.
And then I mean, to a lot of people and to me it's a rebate like i give you 50
bucks you give me 30 in the mail and that's it i'm waiting on my 30 in the mail you know
i mean what's hyper what's hyper liquid do other than they buy back yeah exactly so i'm thinking
that's basically you're going to be their utility is that we're just i mean they buy back and burn
or they buy back like you can buy back and stake
and then i mean there's just so many ways that you can do um i guess now it's not considered
crime anymore right just ways to maintain your token and its value back then you you'd be like
oh you can't be the guys doing it now none of that matters like i mean why if stocks do stock
buybacks we can do token buybacks and incorporate it into the flywheel, so to speak.
Yeah, I'm thinking also that we haven't even got the details on the TGE.
And a lot of these TGEs recently have been doing seasons and not actually giving.
They'll do a fat allocation in the beginning, even Blur did two seasons.
So maybe there'll be some incentive program that'll make you lock up your tokens and
Yeah, but and then like as this is gonna be the same issue that magic even had the whole time season two is happening
You're just once again counting down the days that I get a rebate for how much money I've spent
You know, I mean it has to be hey if you pay and see
You get a 10% discount on whatever it is or if you pay in c or
you hold x amount of c you qualify for a 10 bonus on this or that or or there's no trading fees on
the deck side of things right like there's just so many levers that can be pulled but yeah it has
to have something besides you earn it and then then what do I do after I earn it?
Well, you got, I mean, sell it.
100%.
I saw you pinned up the Cyber Kongs one.
I guess the last thing I wanted to bring up on this
as we move on in OpenSea is in the article,
they state about how they're going to be buying collections
leading into the TGE.
I mean, you guys can all go through the IP that they have showed in the marketing.
I think today we had a two-year-old dormant wallet was funded with 36 ETHs from Coinbase
and swept 47 creeps entities.
So I don't know if that's just more of a creeps announcement
or if this is the open sea uh team basically acquiring it could be for somi remember how
creeps team dropped the somi that still hasn't dropped believe it or not bro play play somo
yeah i didn't even know yeah that was the same creeps team they haven't even dropped play somo
yet and that's uh scheduled to be coming out let me post that up to the top so maybe that's why
people swept creeps but i mean you have chris matter and has a good vibes club have you seen
doodles doodles that kind of shit so i'm not saying you go spend two to three k on just waiting
for open c to sweep.
Maybe they just buy fucking one.
I don't know.
But I would imagine some floor prices are going to go up.
Volume's going to start going up.
Market Maker's going to start sweeping NFTs to make the NFT season start raining right before this TGE happens.
OpenSea's been planning this for years.
I would imagine they have some cards up their sleeves to get enthusiasm and NFT team back during their TGE to kind of bring sentiment back to entities during
a token launch. So I don't know.
I kind of feel like this kind of could create some kind of meta,
them kind of sweeping volume,
coming back to open C and airdrop and incentive this and that.
Once we get more information in early October,
maybe you start seeing entities pop off based off all this stuff.
So it's, it's good you know
like a lot of people in the space are love entities cherish entities the fact that we're finally
getting this open sea token um it's kind of bullish we've been waiting for this a while
and i think this is going to be one of the biggest airdrops this year i don't know where pump does
but i've been saying that open sea airdrops is going to be the biggest we've seen this year and
bull market doesn't start until sea drops and that's lining up perfectly for
october so we'll see we'll see and i guess you want to bring up the cyber kongs which is giving
a stimmy to like 2023 people that use open c uh over ten thousand dollars which is probably
nobody in the space so there wasn't even fucking jpegs on eth to buy like that bro i mean like uh maybe i was just overly consumed with with
ordinals and and what bitcoin was at the time but i can't remember one solid you know collection
that came out within that orgy penguins but that was already out on the market that was already out
yeah that was already out before i was saying you probably bought one of those would be 10k
back in 2020 yeah yeah if you that it did have a good run right then too. So yeah, that makes sense
But I was like other than that there weren't any that launched, you know, if you were trading some of these legacies
Yeah, you probably get a bag
But most of them did not launch while ordinals or all that stuff was hot, right?
Which I think that that's another interesting part, but I got that link pinned up to the top check out your wallet address
You don't have to connect to anything. You can just literally type in your wallet address see if
you're eligible uh and go that way so i have a question for you chief this is one i forgot to
mention on the openc what about these gem assist nfts that openc launched a while while back ago
i don't know do you think i don't know they at .018. Someone swept 100 last night, dude.
Do you think that this could be like some multiplier for the airdrop?
And once that's announced that these fucking fly to like .04, .05?
Isn't that what was always the speculation?
Yeah.
Yeah.
It's just weird that last time they ran hard. I think they got up to like .06 or something, bro.
Like they ran, right?
A couple hundred bucks.
And so it's just funny how now, even with official announcement,
I think when OpenSea teased the token the very first time, these ran.
But I think that now after, you know, two or three, let's just say,
false alarms and no one coming through and saying,
hey, this is for sure uh people aren't going back down
that rabbit hole you know because it ran the first time open sea because of the beta it was the beta
um that they were launching for open sea people like this is gonna give me early access i'm gonna
have a better chance to farm the airdrop and that shit fucking ran from to 0.06 because it's pretty
much the only way to speculate on open sea at the. And they've said that this is going to be used for OpenSea in the future. Obviously, people have been holding these for
years. And so when they see volume, they're going to floor it into the volume. It got up to 0.03
last night. Someone's up to 100. Now it's down below 0.02. I don't know, dude. Maybe picking up
1.01, if this is a multiplier, maybe you could sell it, you know, maybe it goes back up to 0.06.
And then, I don't know, it just feels like the risk to reward here below 0.02 would possibly be worth it.
Okay, you lost, you know, 80 bucks.
But if this is like a 5X multiplier or something that gives you more tokens, it might actually pay itself off around this price.
price i wouldn't be buying them at 0.04.05 i think that's possibly where they go but seeing the dump
I wouldn't be buying them at 0.04, 0.05.
I think that's possibly where they go.
after the volume that it got just makes me feel like this might be a buying opportunity leading
into maybe some announcement in early october of these actually being used uh for some kind
of airdrop uh multiplier or something like that so just a thought just you know trying to think
of different things outside the box these have always been tied to the open seat and so i would imagine there
would be some kind of value uh you know curated to these guys holding these so we'll see go ahead
um no i'm just kind of gonna transition post a couple things up top so uh just i think an
interesting part in uh the space in general right uh christie's has has sunsetted its digital art department and has let multiple
staffers go. A full-blown article is pinned up to the top. But I think that that's kind of,
I think it's an interesting, just one topic of conversation. It's bringing up a lot of controversy in the art space.
I think that I've mentioned this multiple times here on the show and just through my
journey of being a collector.
I mean, we've always here in this side of the space.
Oh, look at Beeple's $60 million sale or look at this or look at that.
And yeah, that was cool.
Those things brought more eyes and brought validity to the space. But that's a very vain kind of concept or metric that we value here, right? Which is money, how much money people
are willing to pay for something. And in the art world, that doesn't really matter because, for example, if you, if I'm a wealthy person, I get you to make me a piece of art, X, I grab your piece of art, I take it to my appraiser, and I'm like, damn, that looks like it's worth a million dollars.
He's like, yeah, I think it is worth a million dollars, me too.
And so now this art piece is now appraised at a million dollars, right?
My net worth went up. You, as an
artist, are now officiated. And so that's why it's just in the art world, they know that the price
that things fetch isn't always the actual price of the asset itself, right? That these are more or
less can be fake or conflated numbers. I think that then, interestingly enough,
traditional art, right? The flex is the ability to not own something, right? It's, oh, I have a
Picasso. I mean, you will never touch it and you will never own it. And it doesn't matter how much
money is on the line for it, right? And I think that that kind of shift is that where we're going in the future for digital art.
I think that this is good in the sense of it breaking down the barriers of, hey, these are NFTs and these are digital assets.
I think when they revisit this in the future, it'll just be a whole, like, this is art, right?
This is art on a digital medium.
This is art on a canvas. This is art on oil. This is art on a digital medium. This is art on a canvas. This
is art on oil. This is art on whatever. It'll just be another medium. But I think that for now,
right, this kind of removes this idea that you need these high ticket sales in order to be valid,
right? When in reality, the biggest flex in web two is to not have your work for sale, right? I
mean, I don't think that there is a better feeling
than as an artist that you have a client list
that every new piece you come out is sold.
And if someone new wants to become a collector,
I mean, that's not necessarily how it works.
Every piece or someone that wants it
on the other end already.
And so I think that that's even more of a flex, right?
But with stuff like this, of it changing the demographic,
I mean, flexing that you made
your collection to Christie's
isn't necessarily going to be a thing anymore, right?
And then I can see the same thing
for Sotheby's going forward
and stuff like that.
So it's just removing that
we used to have the handshake
or the metaverse be the coolest thing ever
for an NFT project or a netflix show i
think you're having this idea that getting into one of these art houses as the i made it moment
is no longer as important than being established here in the space and having a natural community
and crowd yo can i get a prediction market somewhere where uh by the end of 2025 sotheby's um
you know disbands or shuts down their nft uh art department um i think that would be a bet that i
would like to take and it's crazy because everyone thinks that i mean and i mean i would say that it's
getting better and and we're having more people accept digital art not worse, you know Yeah, what is the I is it just?
Revenue like what what what made them make this decision? And do you think Sotheby's is now?
I mean Sotheby's was the big one for ordinals like you had the node monkeys and I think the Christie's one was only
Owen bees
So like Christie's is a little bit more prestigious quote unquote like they do different variety of i
guess um assets right uh but they weren't really doing digital assets until as of this last cycle
uh sotheby's has done different nfts in the past right and so it wasn't abnormal for them to have
digital art christy's is just the one responsible for the Beeple sales.
So it gets more name and all that kind of stuff, you know?
As you think that Sotheby's might stay around longer just because they've gone deeper and have more pieces of arts from different blockchains than Christie's.
Because I feel like Christie's was kind of like a one hit wonder.
Yes, they got a lot of exposure for Christie's, but they didn't really adopt the Ordinals phase.
They kind of were like forced to it at the very end so it does feel like
they're a little more on this i don't know not tied to it as much as sotheby's is because they've
basically invested a lot of money and time into well it's all different too right x i think that
this guy i posted up top it's a it's an interesting perspective it's i mean you have these auction houses and these high-end that are functioning like traditional art houses right
charging 10 for storage uh 10 for uh let's just say uh shipping and manufacturing and vaulting
the fuck do you need to do all of that with the digital collectible for right i mean you're
literally taking all this money now away from an artist or putting this moat to come in. It's I got to pay you for 30% of things that don't even
apply to me and my version of art. So I think that they have to change all of that. And now it's,
once again, removing that wall of these are NFTs and these are this. Blockchain is going to be
present in damn near everything we do. So it's just going to be art and this will be on a digital medium, right?
But for now, they have to figure out the wording.
They have to figure out exactly how to make everything quote unquote equal.
And so I think that that's more or less the next transition, right?
Is figuring out exactly how to make it seem, right?
Just as important while also understanding that you're not going to be able to make the
same amount of money or business model that you used to have with traditional art
but doesn't mean that it's any less important because you don't make money the same way you
know yeah i don't know if this is a bottom signal or a top signal at this point maybe it's a top
signal maybe it's a bottom signal but i do want a prediction market with the Sotheby's one. So if we can get that somewhere, Myron markets, Poly market, if Sotheby's closes down by 2025, I would like to bet on that.
That's kind of the new way to do this shit these days.
Did you see that Trump's True Social allows subscribers to convert TruthGym's into Kronos?
No, I saw him get removed from the the board did you see that
no he got removed from the board earlier today damn like who would have thought that trump
social would have crypto integration for x like jesus bro but uh yeah i guess that was the
partnership that happened two weeks ago with true social and Crypto.com. Apparently, they have these things called Truth Gems
into Kronos Crow using Crypto.com's digital wallet infrastructure
as part of the revamp rewards.
You guys know anything.
The Trump truthers, the Trumpers, you've seen it in the space.
They come in hordes.
They love to buy shit.
And so if they're getting introduced to crow as a way to convert their
gyms, this could give crow, you know, some buying pressure here going into the next year or so. So
I don't know where crow is right now, but the fact that all the Trumpers on this truth platform,
the biggest backers are able to convert their gyms into crow. I don't know if they sell the crow,
but they're going to get introduced to crow. And they're probably going to think of crow more highly than fucking Solana.
I don't know.
But it's just something to keep your eye on.
Things pump for no goddamn reason in this space.
And I thought that was kind of interesting.
Now we just need X to basically convert, you know, impressions or X payments into Doge.
And we would have a total 360 full circle with all these social media apps.
But I thought that was an interesting one.
Keep an eye on Crow.
And if you think of IP, story protocol, you guys seen kind of the news recently.
Someone got left, a team member left, and then they used a bunch of market makers to
pump the fuck out of their token.
When I think of story protocol, I don't know even what to think about.
I don't know where anything's actually happening. and the last thing i thought about were meme coins
but there is a launchpad called ip.world is a platform for ip-backed meme coins on story
protocol and it officially launched on the 28th so it's less than a month old and they're getting absolutely heaters on their,
on their meme coins recently, dude. Like it caught me off guard. What do you think the
highest market cap for one of their coins is chief? If you just had to do an under and over,
or just had to predict, what do you think one of the highest market cap, uh, meme coin on story is right now. What do you think it would be?
Like five?
$64 million.
Holy shit.
Yeah, dude.
This one called Larry basically ran up to $90 million.
And this token's only been out for a month.
It's the first token.
There's another one that they're talking about today.
Ippy is up up 32 million.
They're absolutely running.
And what makes me think is,
what is the biggest thing with all these launch pads and all these blockchains?
Like, we want the people of the blockchain to support the tokens and pump money into it.
And I think these guys know it.
They've already did this to their own protocol with the IP story token. And I think they're starting to do it to their meme coins
to get attention bro and so there's another one called louis just hit 10 million all-time high
another eight-figure runner on ip world so you're getting parabolic runners on story protocol right
now that we would love to see on solana larry running up to 90 million fucking louis running the 10 million
this other one ippy running the 3 million so maybe the new meta is going to uh ip ip world
and buying tokens on story protocol no one's talking about it big big volumes big runners
in a month you had something go from zero to 90 million,
and you haven't heard one word about it on the timeline.
Very interesting.
I don't know what Louie is.
Let me find Louie.
How long ago was Louie created?
Louie was created 25 days ago.
The only person that I remember talking about a story was Ishii when she was trading it.
But just what does it do?
Like, I can't name you NFT.
I couldn't name you anything
that story protocol does so it makes me feel like the story team is pumping the shit out of these
tokens yeah they did that with a token when it ran like 50 fucking percent the other day
yep so i don't know maybe you guys start looking at story protocol it's got some runners bro it's got some runners no one's talking
about it obviously um zazu um launched one day ago 7.5 million dollars one day ago name a token
what was that i the one that woman that got killed on the subway um that launched on a day and went
in two days to 8.5 these are launching in one day and running to seven million dollars so i don't know just in the look at if you guys are looking for returns it
looks like story protocols uh ripe with gainers and all this kind of other shit so just thought
i'd bring it to the table and let you guys do some more investigation if you guys are interested
posted this up to the top uh it's regarding the Azuki TCG.
First and foremost, got a victory lap, bro.
I told everybody on this fucking app a billion times to go out and buy Pudgy cards.
I said, do it.
Hey, if Pudgy Penguins keeps growing, it's going to become the next IP, just like Pokemon.
Well, GG's to anyone who listened.
I think Bad Brothers was one of those people that talked about doing it and did it and etc.
But anyway, one case of the card now are going for $650+.
Original retail was $115.
So a clean 5-6X in about six months to six to eight months and then the
cases man i think the cases are really the bigger win right here um if you bought a case for 1100
bucks they're going for 55 to six grand now um the legend of the l, which is the second edition booster boxes that we brought to you guys, those are all sold out as well.
MSRP on those have increased by $100.
They were $150.
Now the cheapest box you can get being sold is $250.
And I think even that there's 90 in circulation that are currently being reloaded onto the websites and stuff like that.
One of the reasons for this big, I'd say, supply squeeze slash price crunch, the team revealed that they only printed 15,000 boxes total, right?
total right and for those of you guys not understanding a case is 10 boxes so 15 150 boxes
And for those of you guys not understanding, a case is 10 boxes.
or a thousand and 1 500 cases that were ever made right and that's not a lot to distribute all over
the world uh and not only that but have it for sale so most people have been ripping these cards
like me.
I went through three of my booster boxes because I was just collecting them and having fun.
I never thought that these would be what they were worth.
But yeah, so if you can get your hands on a first edition box, please do so.
If you can get your hands on a second edition box, also check out the It's Worth It, right?
You can get your hands on a second edition box.
Also check out the It's Worth It, right?
And then this is all leading up to another IP that has a card game.
Same thing.
First edition decks that went out.
There are two versions of them.
There's a Shaq deck.
And then I think there's one that's blue.
These are for the Azuki community, the azuki ip world right uh at first and these were
originally only through pre-order for azuki members right and they did sell out in the pre-order phase
but they are getting ready to do a restock and a general release for everyone so put your
notifications on for the azuki tcg i'm gonna be looking at
picking up myself some of these boxes when they go live right um and so just something to keep
in mind guys that multiple levels and different avenues to this collectible side right and so
yeah man hats off to to pudgy penguins and azuki really trying to double down on this TCG side.
Dude, they're all over the place, dude.
Like the play Pudgy party thing, dude.
Oh, man.
The game's fun.
Game's fun.
Gotta admit, the game's fun.
But I was looking last night on stream at the Mythical Markets.
Crazy cook, bro.
Yeah, dude. 3500 instant sell the comic-con dude the fact that 14 those 14 dominated pudgies were worth 5 000 yeah yeah
the power pudgies right the ones that wear the outfit those were on the comic-con pins we talked
about them here on the show uh i told you guys on eBay they were at $600, $700 on day one.
But those Power Pudgies were still at $1,500 on the market,
and they hadn't really been selling yet.
But there's only 250 of those, right?
I think there's only 14, dude.
14 claimed.
There's only 250 of those pins that were ever created and passed out.
So keep that in mind as in like people at any point can have those pins or some of these people.
Like yesterday I went shopping on eBay and I bought one of the Comic-Con Pudgy Penguin cards because they gave out a special card that was Pudgy Penguin and PSA there at the Comic-Con,
right? But I bought it from someone who just goes to Comic-Con and collects all the shit and then
sells it on eBay. You know, like those are the people that you want to find. You can't find any
of our Web3MFers because we already know what this shit is worth, right? In our world, like we can
connect the dots. So I've been scouring ebay these last couple days and just finding some steals uh trying to see
if i can win from a normie right who's just posting comic-con stuff and stuff like that so
i think i got the comic-con exclusive card for like 50 bucks bro yesterday or two days ago damn man starting with the comic-con bro yeah you should
have on that too and then i guess i know i'll share my sauce too because uh i think it's a
little too late but um i mean if he listens or when he listens shout out to evan bro uh and just
getting us on the comet and using the perplex, right? I shared with you a little bit yesterday,
but basically what I did last yesterday morning, right, with this craze of the Pudgy Penguin cards
and everything going crazy, I pulled up the AI. I pulled up the page that Pudgy Penguin has listed
of all of their stores and manufacturers. I made the AI search every
website for the vibes cards. If it didn't find the vibes cards in stock or on the website,
it would then provide me a phone number and the hours of operation. And then I went through and
I called every single one of these spots and ended up actually hitting on two of them and found two spots with cards allocation still.
So, major cook, right?
It just took a little bit of work and even then it didn't take too much work because there's a fucking AI bot there to help out.
So, yeah, I mean, talk about people winning and stuff like that.
I mean, sometimes you got to go a little bit further, a little further length to win.
But it's easy, man.
Just got to think.
100%.
What do you think about these?
What are they called?
The big, the pudgies that are only 100 of those.
They're like 5K.
What are they called?
Like Doomer pudgies?
Oh, the power pudgies?
Power pudgies.
I was looking last night.
There's one for 4,100.
Obviously, there's only 14 listed. you said there's more than actually 14 I mean, there's interviews
Think about it. You want the okay. You want the sauce, bro the the real the actual super rare ones?
Okay
We're going we're gonna share it. So you combine these assets, right? Let's say you get a Tim. You need 10 Tims
to get 100 shards per to get 1,000 shards. 1,000 is your cap, okay? Tim is a mintable NFT asset.
We don't know how many Tims exist. There's that, right? Now, Pudgy, the power Pudgy, the fat superhero one, he comes with a thousand shards already. There is no merging power Pudgies. There is no variance of power Pudgies. It is not deflationary.
after Captain Blazebeard and Captain Pudgy. Those are NFT assets that are only available
for a limited amount of time, and those require multi-burn. So you need 10 Blazebeards in order
to get the highest level Blazebeard possible. You need to burn 10 Captain Pudgies to get a level 10
Captain Pudgy. So those are actually deflationary. They'll stop being issued
pretty soon. And that in a sense, you'll see your supply crunch there because then people will
basically, you'll need my captain pudgy in order to complete your variance. And so it'll add more
value that way, right? So I think power pudgies will set a floor and maintain it just for its base level rarity the others will continue to get more rare as time goes by because they'll be getting burnt
and so whatever level you have may be the highest level you ever get unless you want to cash out
you know and that's kind of where i'm at with my Tim. My Tim is a level six, but I've already exhausted every single way
of getting free tokens and winning in the game.
And I'm stuck on just waiting on RNG.
And if RNG never falls my way,
then I'm never gonna get past level six
unless I go and I buy Tims on the floor,
burn Tims, merge them and make it deflationary.
So in my opinion, I'd look at the other two.
I think that the Captain Pudgy's floor is like $80 to $100.
And then the Blaze Beard are like $200 to $300.
But those are deflationary, and those continue to grow because they'll be less and less in circulation.
Yeah, I was looking at the big pudgies
the ones that we were just talking about last night there are 4100 and there was only 14 that
claimed there's 22 claimed it's down to 3100 so it's dropped a thousand dollars but I don't know
when it comes to collectibles I either like to buy like the rarest one or floors. And I see where you're coming with like the burn mechanism.
Right.
But is there a price point where like,
cause if this game takes off,
I mean this big pudgy is dominated as fuck.
Like you could just get a bomb and just knock everybody off the map
instantly,
dude.
And you just win over and over again.
And since there's so many,
there's not that many out,
but that's why it doesn't matter if you grind it. That why i told you that's why it's our you're still stuck
with rng but you think this is you think there's a price point where this is like you scoop one up
like 1k 2k like i feel like if this game goes off then people are going to want the like the mac the
rarest item right regardless if it if it's a good game or not just to have it as a collectible is there like a price point where this drops enough where you're
like I need to buy one of these because say six months from now you could buy one for 1k and then
this game takes off it's the it's what Lucas says it is it's his swing at going mainstream and these
things are like we're 10 12k because it's the rarest item in the Pudgy ecosystem is there a
price point with
these ones that you would be willing to scoop one up like i was thinking probably like one or 2k
i'm looking to take a swing here with this one and seeing that 3100 i don't i don't think so
because in my mind i see it as yeah this may be let's just say that this pudgy or this character
is the the charizard right there's hundreds of cards that are worth
the same it may be not the same exact amount as a charizard but are worth just as much amount of
money in their own right and way so yes this may be the best asset now but this won't be the only
asset of this caliber from their ecosystem there will be something comparable to this pudgy re-released at a different date
Does that make sense? Yeah, because I was just thinking about the
Remember the what were the ones that were launched the physical ones?
The ghost ones on the network. Yeah
Yeah, there was very rare of those and if you go on eBay like you could have bought those for six or seven hundred bucks during the bear market and now
They're worth like four to five K.
And it's like, okay, they're physicals.
There's no, there's no benefit.
But it's like, is this like the digital version of that where there's very few of them and they just kind of accrual price because it's a, or do just the original collection, pudgy collection are the only ones that become valuable due to scarcity.
So I'm just like thinking of more like okay say the game is this something that we look back in like four to five years as
like a rare digital collectible in the pudgy ecosystem or is this something that's just tied
to the value if the game goes viral or not no i think it is it will always have a place in the
pudgy ecosystem um just for for what it is but i don't think it'll be the only thing of this caliber with a place in that ecosystem.
And I think that, you know, yeah, it's cool to have the very first skin ever.
But someone would argue that, yeah, you could have the very first Counter-Strike sword, I mean, knife, right?
But there's other skins that are just as valuable and just as sought after, even if it's not the first one, you know, regardless of special edition for this or whatever it may be.
So I think that they'll just be other ops.
This one will just hold that special place as being the first one.
And then that's why to me, the being the first one isn't just enough.
Right.
What else is it?
Oh, well, it can't be just game power either.
Right.
That's why I'm like, well, what else is going to make this rare? Because eventually they'll make something that's just as strong. Right. It's game balance. Just as whatever. It might not look the same. It might not be the same, but something will come out of the same caliber. And so that'll kind of remove its value. So it has to be something more in my opinion.
of remove its value so it has to be something more in my opinion yeah i just think of like a
dookie dash and obviously a lot of people hired orangey because they didn't want to play the game
as like getting one of these kind of like hiring orangey where if you're late to the game you have
people with money that buy these and just kind of grind the game because they were late and maybe
there'll be some premium to it as people that kind of are late wanting to buy these to kind of
like circumvent the fact that they they didn't know that this game was available the past like two to three
months if this does go viral so i don't know i'm just trying to think about like if this is a buy
obviously there's a lot of supply left to be claimed it's down a thousand dollars in the past
24 hours i would go try to throw offers on ebay bro go throw offers on ebay try to catch one of these unsuspecting MF errs. Who's just selling
Comic-Con merchants comic-con merch right like that's literally how the the card that I found I went through the guys
Whatever his other items for sale
Everything is is a special item that he got from comic-con this year like all the free goodies
He just put them up all all on ebay so i
think that if you're actually wanting one of these like power pudgies try to catch one of these people
sleeping on ebay uh that that has one there with an unclaimed code right or doesn't even know what
the fuck it is i think that that's where i fucked up yesterday in this whole calling people for the
cards because i had some guy was like yeah i have them and i was
like bet i'll take them all and i'll be like what let me go check let me go check yeah he's like
he's like oh uh yeah we've had a hard time because he told me he's like yeah star city games is the
one that pudgy penguins mainly uses right and he's like yeah star city games has had a lot of success
with their vibes launch and he's like we're we not as popular yet, so we still have some on the shelves.
And I was like, oh, shit, cool.
I'll take it all.
And then it started, oh, well, no.
Let me talk to my boss and I'll call you back.
And then when I called back, it was, yeah, we can't sell you all of them.
We're trying to figure out how much the limit is.
I'm like, bro.
I mean, it sucks.
But obviously, it's information, right?
The minute that they look, they're like, this motherfucker wants to buy them all.
Let me check the prices on eBay.
And he's like, oh, fuck.
That's why he wants to buy them all, you know?
Yeah, they're on to you, bro.
I even told him, I was like, yo, I will pay for all of them.
And then I'll figure out a way to pick it up from your store by the end of the week.
Like, I would fly out there, you know?
It didn't matter.
And then he's just like, nah.
That's when he busted out with, oh, well, we're going to have to limit how many you can buy.
I'm like, oh, bro.
Because at first, it was just, we don't ship and all this.
And I'm like, oh, that ain't nothing., it was just we don't ship and all this. And I'm like, oh, that ain't nothing.
We'll fix that easily.
I'll pull up.
He called me on.
He was a good idea until he caught on to your ass.
Yeah, he did, bro.
You figured out that.
I mean, and that's the thing.
I'm like, bro, you're just sitting there.
I mean, I got one guy that's selling me the case.
And it's a little bit taxed and stuff, you know? Shit,'ll do a little giveaway or something. That's the thing. If I get two cases,
I will gladly bust a case down and do a giveaway in the foundry or here on the show. If I can only
get one case, I'm going to keep it sealed. I think that the only issue is like the reason people are
wanting full-blown cases is because of the fact that you are guaranteed a sketch card in a case.
And then if you only have a booster box, there's ultimately just a chance, you know?
And the sketches are the primary, like, they're that.
They're the original sketches of what these Pudgy Penguin cards would look like.
So it's almost like the first edition of the first edition
that's why they're so quote unquote sought after or rare yeah i guess we've seen like ton drop
their gifts and stickers got digital collectibles and uh wob basically is integrating ton stickers
and even more sappy products this time taking things a step farther instead of being simple
emotes we've also added them into game
graffitis this is project fury a little leak but i don't care anymore because of how close we are
so this is a games like this is this isn't building one game this motherfucker's building
two games and just like we've seen like there's no way to speculate on monad there's no way to
speculate on this game so i've been waiting for the day to like
size into seals that's i mean i'm not even like it's something that i've been waiting to
like at what point is it you know like you're not sitting around and waiting because that's
the last thing that i want to do too is just lock up capital and wait some more
and it's like and it's gonna be a short window too because it's either you're gonna be early
to this shit or you're not and then the price is just gonna fly you know well wouldn't you think
that possibly open c possibly gives dust out to nft communities right um so like maybe you hold
a pudgy penguin or a sappy seal or good vibes club there might be an allocation for your community so
you might have that coming in the future openc possibly um buying ip um nft collection
so you have that and then also the monad launch um you know and then this game coming out so you
have like three or four little catalysts little micro catalysts that could pump the price uh in
the short term so i don't know man i was thinking about this like if he's launching games and these
games are fun just like pudgy party doParty, do the Sappy Seals,
as the way to bet on Wob,
is the only kind of way that you can really bet on that team,
other than if you want to get on that Pixel fucking bullshit.
But I think Sappy Seals, if this is successful,
the token of, or the price of those entities go up based off of it.
So, I don't know.
I picked up some buns did you finally yeah i picked up some
buns trying to i mean monad uh should be coming pretty soon i mean we starting to see um just
brad started to talk a little bit more they fully launched their stable coin which is something that
you know traditionally speaking is needed in order to have a blockchain live, right?
You don't want to tell people, well, you're just subject to volatility forever.
And they're like, no, we're not going to do that.
So stablecoin launched, pinned up to the top, all the information about it on MegaEth.
In my opinion, this is kind of the last infinity stone.
And then mainnet should be coming within the next
month or two i mean he mentioned that here on the show month or two but this happened since we
talked and i think that this is literally the last piece that was needed right um every chain
has launched some type of stable point backing or support and that's typically what you need for the
onboarding and you're bridging over and all that kind of stuff right i think bara went with paypal and
they did theirs i think monad is also paypal and then these guys launched their own with mega usd
so you regretted opening your pudgy packs because you should have kept them sealed right
like should you open it up or should you keep them sealed?
Well, did you get your salon a seeker yet, bro?
Yeah, delivery is it are you opening it up? Are you keeping it sealed?
Oh, you opened it. Yeah, I claimed I claimed the the seeker ID
I I think that they'll give airdrops to the phone, but they're gonna give it to the ID
Right, I think that the phone at a hundred and fifty thousand units or whatever the fuck that they said is way too much that we've talked about.
And so as a way to just kind of narrowing that usership or user base a little bit, right?
Because you as an operator, if you're going to airdrop, you know that 30, 40% of these numbers are just sitting in in a closet somewhere right i mean are
you going to still do it yeah maybe depending on the size of your war chest and if it's really
worth it or not right whatever your product is but that's a hard decision to make like knowing
that you're going to pay two to three times more than what it costs to airdrop the last salon a
phone and only half of those tokens are actually going to be used right and so i think that there'll be some level of uh proof of of usership or civil's resistance right
and that'll probably be your seeker id because i mean you do it you get a little um basically it's
a soulbound token a little animation you claim your name you can only claim it one time, and that's it.
Well, I almost capitulated yesterday, and I did not open up the Slama Seeker.
I kept it closed, and I'm just like, you know, drooling.
I'm like, dude, there's an airdrop.
There was a Moonwalk Fitness.
As the first featured dApp on Seeker, users a 20walk fitness as the first feature dab on seeker users a 20%
fitness XP boost additional daps will follow and greater participation set to
unlock more capabilities if you guys don't know Solana mobile is launching
their seeker season this week and I feel like there's gonna be a lot of
activations this week with the seeker and this is what's gonna make the price
of a sealed one go up
in price so i'm hoping there are multiple airdrops because i want to keep this sealed
maybe this is like a a grail one day you know a sealed one that was never ripped because everybody
in this space is so greedy they're ready to claim the one of the reason why i didn't do the
this walking one was like how the fuck are they gonna count my steps if I don't have data on this phone, bro?
Like, I'm not paying for data on this phone.
And so the only way I can access is Wi-Fi.
So if I'm not walking around the block, how is it counting my fucking steps if there's no data transmission?
So I was like, you can't fool me, bro.
You're not going to make me open this up.
So this is going to be the hard one. I might just put this in like a time capsule and uncover it in like 10 years and put it on eBay. It's like,
you know, Apple iPhone 08 goes for like thousands of thousands of dollars, even though it's unusable.
It's just like a collectible. I'm thinking that the reason why they have this in like a astronaut
pack is because of the last time they had these airdrops like bonk, people couldn't determine.
There's a lot of like talking back and
forth of you claim the bonk on the phone or not and the fact that is in a sealed astronaut food
packet pretty much confirms if you open it or not so i feel like having these unopened as it will
be a premium one day if there are airdrops and tokens to be claimed so i'm gonna hold on to this
it's always been a fail to open up any of this shit.
And so I'm doing the same with this one,
even though this one almost made me capitulate yesterday.
And then I thought about it.
So, yep, Solana Seekers are going out.
It's Solana Seeker week.
There's going to be a lot more activations this week.
So hopefully we get some kind of massive airdrop.
And then I can go sell this on eBay for like 2x premium
because it's sealed.
So that's all I got, broski.
You got anything else, bro?
I mean, 20 minutes over time here.
You got anything else you want to bring up before tomorrow's show?
I mean, we'll be here tomorrow.
So it's not like.
Nothing too crazy.
I mean, everything else is just more or less progress.
I think there's the mint earlier today, the Shrimpers Mint, the AKA.
What the hell?
How did they get that public at .2?
And then the whitelist was for free.
Well, because technically most people were whitelisted and anything like that.
I feel like you're a dummy if you were buying at .2, right?
Knowing that you're just giving the bread away like that.
It is what it is.
But yeah, that minted out uh interesting wallet too i was doing just a little wallet analysis as it was working and as that
mint was going on did some dude um kind of a new wallet but holds fucking like nine eth worth of
those was just sweeping 40 50 of them and he And he had some trailheads. That was the
only thing that he had in his wallet were trailheads and these Enoma PFPs. I think the
reason it was a little harder to get is just the Enoma testnet itself was a hard airdrop to
participate in. It was very gatecapped. You had to get a code and go through that whole like process right
and so it only makes sense that the actual official jpeg was the same way so don't feel
bad if you're seeing it it was mostly gate capped and uh not everybody even had the opportunity to
participate and then later there's a goalie's mint i'll post this up to the top something that i have my eye out on and then something for
you guys to go claim uh pack swap is a new dex that's coming up uh select partner communities
are able to go and claim a specific role inside their discord uh go check it out if you are
eligible right be careful connecting your wallet to any of this stuff.
We are, I'm in the pack discord already.
So it's like we've been participating, right?
But I did not go through a wallet connect for any of my roles.
So I don't know about any of that, right?
So just use best practices if you're going to go check it out.
if you're going to go check it out.
But there's Steady Teddies on here.
But there's SteadyTeddy's on here.
There's Taproot Wizards, Node Monkeys, Pizza Ninjas, Good Vibe Club, Pangu, Cyberkongs,
a lot of the well-known communities.
Find Pepe's, SMB, Rune Stones, etc.
So for anyone that has any of those assets, go check it out.
And just be careful when you're claiming your roles or whatever it is that you're participating in
Other than that man, that's basically it
Sweet sweet sweet sweet obviously we'll be here for the next four days
So if anybody wants to come up and contribute, I feel you guys
I feel you I feel your pain
But yeah, man, appreciate you guys stopping by the show
And we'll be back tomorrow I'll leave you here for Chief Dindit
I'll see you guys later talk to you guys tomorrow
Appreciate everybody that came
Out to the TDA everybody that listens
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So appreciate that, guys.
We do this Tuesday through Saturday, 11 till about 12, 1230.
Just depends on the conversation at hand.
And as TDA or stay poor, we'll catch you guys inside the foundry.
You guys be safe. Have a good rest of your day.
And we'll see you guys inside the Foundry. You guys be safe. Have a good rest of your day and we'll see you tomorrow
