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THE DAILY ALPHAβ»οΈ
Recorded: June 4, 2025 Duration: 1:05:09Space Recording
Short Summary
The crypto landscape is buzzing with significant developments, including the Circle IPO launch, a major fundraising effort by pump.fun, and innovative partnerships like Time.Fun's collaboration with Alliance DAO. Additionally, Sofon's recent listing on Coinbase highlights the increasing traction of crypto derivatives.
Full Transcription
Thank you. is good ladies and gentlemen boys and girls children of all ages it's the daily alpha
you guys know the deal we have allison's thread pinned up top. If you guys could give that
a like or a retweet. That's everything we discuss in every show. And that's what we discussed
yesterday's show. She's been doing it for almost two and a half years, three years. And
that's the best way to kind of show support to her and the Daily Alpha. So we would appreciate that.
And obviously the show time has changed so if you guys could
also give us a like and retweet on the space just to get people knowing that we're here and we're
visible and all that stuff that's greatly appreciated so don't want to get in too much
of kind of the minutiae here um you know got limited time uh Now the show is a little bit shorter. So I'm going to hop right into it.
Obviously, the market, DGN market, has capitulated a little bit with just the whole pump.fun fiasco.
And obviously, this morning, we had some numbers come out and wasn't looking great just for the economy in general.
So we have capitulation on our side with everybody trying to think of what's going to happen with pump fund launches.
But we also had ADP non-farm payrolls come out, and they were pretty bad.
Actual number was 37K.
What was the category? Non-farm?
So like if you did something that's outside of agriculture?
Yeah, yeah. It's like jobs that are not considered like agriculture jobs. And so they're kind of
looking, obviously the Federal Reserve controls kind of looks at unemployment and inflation as
the two metrics they look at if they're going to do rate cuts, and the estimate for this was supposed to be 1100 or 111k prior.
Last jobs report was 62k, and we actually came at 37k.
So a lot of people have lost their jobs.
I don't know if a lot of this were just federal jobs of people getting cut by doge and people leaving the government. But those numbers are the numbers that Jerome Powell looks at. If inflation's going too
high, they cut rates. If jobs, which are probably the biggest indicator going down, they also cut
rates. And obviously, Trump came out as soon as these numbers came out and says the ADP number
out too late, Powell must lower the rates. This is unbelievable.
Europe has lowered the rates nine times. So we're at this like standstill with Jerome Powell
waiting for the building to burn down and which door to knock down first and put the water out.
Is it inflation? Or I mean, if you look at true inflation, if you believe those numbers,
we have been going down. So it doesn't look like inflation is on fire.
But if this is the new kind of thing that they're looking at, which is job numbers and people losing their jobs,
that's a way for Jerome Powell to get in and actually start cutting rates.
I looked at the CME prediction markets this morning.
I think our next FOMC meetings on the 18th of June, there is a 1% chance of a rate cut.
If you move to July, which I think that FOMC meetings around the 30th or 31st of July, there's a 26% chance.
And then September, it kind of jacks up and people are expecting maybe September is the first time we get the first rate cut.
So, I mean, Trump has had Jerome in his office just last week.
So I think they're pretty understanding of what we're doing or what they're doing or what they're thinking.
I think Jerome Powell probably spoke his mind. I think Trump spoke his mind.
And now we're just coming down if, you know, what is what are they going to do?
And people are saying, yo, if people are losing their jobs, there probably needs to be some
relief here and cutting rates is possible, the possibility.
So that's what happened.
But people are kind of forward thinking in this market.
And so, but I mean, the one thing is, it's like when you cut the rates, it's not like
it's instantly going to be relief either, though.
I think that that's the most interesting metric in all of this, that it's not, oh, we cut rates and tomorrow it's automatically better.
You know?
Well, the market's so forward thinking that any kind of change in policy would pump the market because people are, oh, they're probably going to do something.
And doing something, you know, in this market means price goes up.
Oh, yeah. There will be a reaction, 100%. I'm just talking about for the average Joe, the cutting of the rates, you won't actually feel that immediately or probably for the next month or so.
You know what I'm saying?
It's not like it actually affects them.
Like, oh, problem's done.
Right there on the table, we solved it.
Yeah, yeah.
Obviously, you know, banks look at this and other institutions and treasuries and bonds and yields.
And, you know, if they start seeing a cut, then that possibly in the next few months, you probably will see mortgages being able to be refinanced at lower rates.
And then that adds a little more money into people's pockets because they're not, you know, refinancing at six or seven percent.
So this is all just a big combination of
what goes on in this space. Obviously, we do have the Circle IPO that's happening on Thursday.
We might have the Genius Act pass on also Thursday. So we have big stablecoin regulation
happening. And then Trump's having a meeting with Xi Jinping this week also. And so there are some kind of macro things that kind of are kind of bullish that are going on.
Isn't the tariffs cut off also?
Yeah, that was announced the other day.
We went down to like 30% and 10% on those.
So that was bullish.
Well, no, that people had to basically come.
I think it ends at the end of this week where everybody has to get in their bids for any kind of tariff renegotiations.
I don't know if that ended this week.
Basically, if you don't come up and decide to negotiate or something like that, then it goes back to the reciprocal tariffs.
Yeah, so that's the deadline for to put their last bids in.
You'll probably start seeing announcements of probably trade deals
and stuff coming in the next week or so.
So just kind of bullish.
The whole reason we went down to 77K was because of the trade deals.
And now when we're all coming to the resolution of them, you probably are saying, okay, now
we can kind of put that behind us.
And then the China, which is the big one, has been pushed back to like August 31st for
them to kind of negotiate the final stance on
that. So I kind of feel like the trade deals are kind of starting to get priced in. And now people
are just looking at the economy right now and just kind of Trump tweets. And that's kind of what's
pushing us up and down. And I think rate cuts is probably going to be the biggest accelerator
for a lot of this. I think when we get our first rate cut, you'll definitely see kind of the market
pivot because this has kind of been really drawn out. It's kind of like the
last stand. It just looks like there's a line in the sand and Jerome Powell isn't budging. So if
he ever does capitulate unexpectedly or just there's an announcement of him capitulating,
I do think the market reacts. So that's a little bit on the macro side. And obviously,
institutional money is rotating into Ethereum. And so that's what I was kind of mentioning yesterday when you saw BlackRock selling their
Bitcoin to get an Ethereum. Typically with the stablecoin bill and with the IPO of USDC,
you will see, you know, that's DeFi, right? You know, stablecoins, DeFi, that's on Ethereum.
And I think a lot of these institutions and, you know and a lot of these people that are putting money
into these ETFs, they want to have some kind of exposure to the upside when this stuff does get
announced. So they're just kind of bullish for making sure that those possible announcements
are going to be galvanized sometime this week. You can see big money moving into ETH and you guys
want to follow the whales. You don't want to follow the news. You don't want to follow the
DGINs. You don't want to follow the shrimps. You want to follow the big money.
And a lot of the big money in this space is moving into ETH, which makes me feel like
there's some smoke and fire there that something's going to be announced with this and it's going
to be a bullish catalyst.
So I do think these past two days have been somewhat of a capitulation moment for the
space.
Whales trying to get people out before these big, big announcements of this Genius Act
and this IPO, which is going to be massive news headline news um stock market you know we have blackrock and arc basically
investing 25x oversubscribe for the ipo for circle which is nuts like you saw loud oversubscribe
just imagine that with the stock market 25x oversubscribe so it's gonna be one of the
biggest news events in the stock market, an IPO of a stablecoin.
And then on top of that, the Genius Bill, which is probably one of the biggest crypto achievements to date,
also possibly even passed in the next day, which both of those will be mainstream media.
And I do think it will bring bullish catalysts to the market.
So just don't get funded out.
Don't capitulate.
I do think by the end of this week or into next week,
we're going to have those two major announcements announced and that's going
to pump the price of all coins.
So it's kind of my view on it.
How are we doing Lord?
How are we doing this morning?
My guy,
you doing all right?
I'm doing good.
I'm into these fucking code lossies on the mempool and chill and that
showing bro.
and fucking cut the rates bro or cut the rates right
dude i'm with it put them down dude send their bags bro everybody's telling me fucking june's
gonna be bad bro we're going down only gotta know bro maybe it's different this time you know
i'm hoping so dude i'm hoping it's in is this? You're minting these wassies. It's just on Bitcoin. Yeah. Code wass is actually like a,
some OG wassies and it's on Bitcoin.
They're like $10 men.
I'll find a tweet and pin it up there.
If anybody,
there's a lot of like whitelisted communities like puppets and
like mystery cyborg.
Isn't that where puppets and shit came from?
Like the whole wassies.
It's ground zero.
Yeah.
So I'm going to go ahead and assume that these are probably a good buy for 10 bucks, but it's also like the whole washi it's ground zero yeah so i'm gonna go ahead and assume that these are
probably a good buy for 10 bucks but it's also like the mint was open for i think four hours now
and it's almost over 50 or over 50 minted out so i think that's a good indicator as well
yeah i mean nothing i mean the dream milios took three days the mint out and the fact this is on
ordinals no one fucks with ordinals no one to mint out and the fact this is on ordinals no
one fucks with ordinals no one even gives it any exposure and this is already 50 percent
out with any marketing that is pretty fucking bullish yeah they're they're dope dudes right
like and they're yeah they're like i said you know the wassee situation like that's where
all this shit came from so i'm just gonna assume it's a good idea to have some of these things
yeah i think it is probably a good idea i didn't even know maybe i need to go mint a few 10 bucks
a pop oh dude that's what i'm talking about that's some alpha that's some alpha but uh yes
just the job roles uh this and that we had elon musk basically respond to uh coinbase ceo brian
armstrong saying bitcoin make take over the world reserve currency.
Elon Musk is fully crashed out on the government, bro.
This spending bill has just put him over the top.
He's saying the government's robbing for you.
Robin, you were trying to make fucking shit happen and cut, and they just fucking continue to spend.
And this big spending bill does have some tax cuts, tax on tips, but it's adding $4 trillion to our debt.
And he's just like crashed out.
He's like, fuck this.
I guess Bitcoin is the answer to this whole thing.
And that was kind of what people were speculating in a few weeks when we went to like $111k Bitcoin.
It's like, okay, there's nothing you can do to stop this train and this spending.
It doesn't matter who's in position in government.
They're going to continue to kick the can down the road print more money buy the debt or just spend crazy to fund
their fucking extravagant fucking um military military industrial complexes or whatever they
funded on so yeah continue spending and continue inflation continue printing which makes bitcoin
um it's kind of the use case for bitcoin right that's kind of like
what max keiser's always talked about like hey if they're going to continue to print money
uh you need to put something that has scarcity and that's why people are basically have put
their money into bitcoin from the beginning so yeah printing is continuing guys it's definitely
continuing there's no slowing down of it and so that's what I told you at the Bitcoin conference. That's what all the suits were talking about on stage anyway. Hey, the printing of money is going to continue. Right.
And that's the whole idea behind bonds. It's like the United States isn't going to default on the
debt, but they're just going to repay you with more money that was created in order to make more
debt. Right. So they're paying the debt down. But in reality,
it's like paying you with monopoly money, right? And they just keep adding a bigger monopoly
balance. So to offset that, you're not going to be able to pay the debt off ever. So you might as
well grow assets at the same time, you know, and that's kind of been the consensus behind that.
Yeah, it's obviously why would you save money with
the man would be able to print more money? So like, I've heard that seem like, I think it was
Robert Kiyosaki was trying to explain to this guy, why are you saving your dollars when a man
can print more dollars? That's why you need to invest in Bitcoin. And so I think more and more
people are figuring this out. What we have to get get on board is these fucking boomers, my guy.
Like, we got all this stuff in their IRAs and their 401ks,
and they are just not fucking dealing with it.
They don't give a fuck.
There's a fucking chart that came out by Cointelegraph
basically showing older generations are basically slowly warming to Bitcoin
compared to other generations.
do you see this, Chief?
You just unmuted.
I didn't know if you had a comment on it.
No, my bad.
I'm trying to mint the fucking
little ordinal things while I'm driving.
But, yeah.
I got fucked.
It's fine, dude.
I mean, it's really hard to fucking drive
and mint at the same time.
I would pull over on the side of the road and maybe do it and pull out your hot spot because it's not
i got it but it was just it made me pull up an order for 20 and then because i didn't want 20
i can't mint anymore because it's technically already executed a utxo for a mint whether i
complete it or not you know it doesn't connect like that so you should be able
to just refresh it the same thing happened to me earlier uh you should be fine yeah i'll probably
do that when i get home yeah i was like when it feels simple like it was it was pretty simple in
the beginning and then now it's like having the issue so i'm like fuck it yeah fuck it you'll get
to it i mean it's only 50 i doubt anybody in this space is gonna fucking do it anyway so i think you have time um but this is don't man at all don't man guys please don't
not at all how many can you mac you get at least 20 of them 20 yeah matchment i think 20 runs you
like 300 like three three and change that might be worth it bro i mean when's the last time that i spent
ten dollars on a minute went to valhalla i mean i mean the last twenty dollar free mint was uh ftw
which is now sitting at 150 per you know and that was literally yeah that was two weeks ago you
could have minted 20 ftw literally for free and they're now at 150
plus each so it's like don't fade these little simple like at cost mints maybe you don't mint
20. or those are dead don't mint these yeah mint five if it's chilling and you got some more money
later mint five more like that's the beauty of bitcoin you don't have to do it all at once
yeah don't do it all at once guys are those ftws that's the second of Bitcoin. You don't have to do it all at once.
Yeah, don't do it all at once, guys.
Are those FTWs? That's the second time I've seen that.
I swear those were minting out.
There's two.
There's a Genesis collection, and then there's the actual For the Weirdos big collection.
Similar to how, like, Opium and Puppets, I would say that that's the closest comparison.
There's also a Rune.
I don't know that on the leaderboard.
Yeah, there's a rune.
Basically, the poor man's puppet, so bet on that, you know?
Bangor.
Bangor community, I would definitely pay attention.
But yeah, they were free, right?
They were free.
So they weren't free, and then they made them free,
and then they absolutely fucking made it out like crazy,
like really quick.
But yeah, exactly.
It was like FTW a while ago and then weirdos
and there's also like the world room i think that's the whole their whole eco
well you're getting way too much exposure if chief's trying to mint dude we're talking
way about it way too much um but the coin telegraph thing is just an interesting shift
in perception is observed among australians older, older Australians of 55 years or older post ETF bill.
Twice as many respondents said they are more favorable perception of Bitcoin than those with unchanged but positive views on Bitcoin.
So kind of what was suspected here is when you start getting this stuff promoted on the television and the talking heads talk about it,
the boomer generation is more applied to get involved in stuff,
the fact that it's being talked about TV.
So now that it's being talked on TV in Australia,
you're starting to see a rise in just people warming about Bitcoin
and actually investing more into it.
So we just need more talking heads,
more late night tv shows about bitcoin
on fox news and cnbc and then we'll get the boomers here in america kind of capitulating
and uh buying more bitcoin so it's time it's time i don't know go ahead go chief no i was just
gonna add uh i mean finishing up this macro news i don't know if i pinned it up earlier but um new york did you see that uh fundraising
for xrp i think no i didn't i didn't yeah the oh no sorry i crossed two pieces of news xrp
had a a run and a fundraising from a different country earlier uh but moon pay announces that
new york state department financial services Services has granted Moonpay their bit
license. So they are now going to be official money transmitters and kind of start scaling
that out. I mean, I think that once you get these licenses, you go from like a cash app,
just a basic app to a PayPal. You know, like you basically graduate in the world of financial terms
of being able to provide services. And I think that they're now at almost PayPal, not level as
in size, but classifications, right, of being a money management firm. So I'd maybe look into
MoonPay adjacent things or even just MoonPay if they go public, bro. I mean, that's looking like
it's going to be a bigger cook in terms of onboarding
retail and institutions that way. I just think this is just kind of showing that these licenses
are being approved by crypto apps and X payment and stuff has suggested that that's rolling out
slowly. So you just probably start seeing just like a lot of this stuff being integrated into x itself so uh and then you got binance sending
311 000 sold over to winter mute to casually i don't know maybe sell i don't know that's kind
of what winter mute does right they're one of the market makers binance sells it gives it to them
they market make and utilize that and then Binance goes and buys the blood.
So just something to keep in mind
is that there's a lot of slow sloshing around right now.
And people are a little bit worried
on if that's going to be dumped or not.
Last time we saw this,
they did end up dumping for like, what, a week straight X?
I think when they were moving everything to Wintermute.
Yeah, yeah.
What do you think happened?
I mean, I was on Polymarket, and I saw this was funny.
Polymarket talked about this.
The odds of aliens being confirmed this year have risen 7%,
and it went on a piss missile recently.
So what comes first?
The declassification of aliens are the OBC airdrop.
I thought we had that already.
I don't know why it just hit a piss missile though what i guess we had some
people confirm it i guess it was it like the cia or some shit yeah yeah i think earlier in the year
like because i remember they were like what are we being distracted of they didn't they told us
aliens are real and no one cares you know like i don't know i thought that this was already confirmed
probably a couple months ago or i heard stories about this you know or ufos
there yeah i think it was ufos that ufos exist and not aliens as aliens you know i mean same shit
bro aliens are us you know we're just we just come from different realms and shit and then i don't
know if you guys saw the cia has a twitter account now guys and uh some of the people that were on
this account which his name is director michael Ellis, was actually at the Bitcoin conference, my guy.
So you were being stalked by the CIA.
And, you know, Satoshi Nakamoto was there, bro.
He was there.
He was looking around, seeing what he built.
And he's pretty impressed with this Bitcoin conference.
It was 12 people.
Yeah, it was 12 people back when they first started in 2012.
And now you have a bunch of raging fucking lunatics
with Bitcoin puppet stickers.
They're fucking shilling their runes in ordinal bags.
He's impressed.
And so they had to go check it out.
They had to launch their X.
And now they're on X.
And just beware.
Satoshi Nakamoto is around us.
And then lastly, you got Russia launching a full-blown stock exchange with Bitcoin futures trading enabled.
So more and more efficient, basically, validation that Bitcoin is here to stay.
Even if they're not adding it to their balance sheet, the fact that they're allowing their, I guess, retail or just people in general to have access to some type of exposure, which more or less means, you know,
the kind of spreading of Bitcoin as a whole.
There was something that happened in Czechoslovakia.
Basically, the government faces a non-confidence vote.
So if there's some shady shit that happens in the Czech Republic government. They basically go on a vote and like
kick the person out. And basically what happened was justice minister just resigned after accepting
45 billion BTC donation over convicted drug trafficker. The donor was Thomas Jervinsky,
an ex-operator of the dark web sheep's market. BTC was auctioned publicly, but the scandal exploded.
Now, check opposition.
Once the whole government gone,
national elections coming in October,
ruling party trailing badly in the polls.
So this person apparently
was supposed to be like auctioned off
and it was given as a 45 million donation
to this politician.
And now the people found out about it,
because,
you know,
Bitcoin's on the blockchain and now they want this fucking guy that's running
for government out.
And so they're ousting him and doing a no confidence vote.
So yeah,
man,
$45 million Bitcoin happened as a donation and not looking good,
not looking good,
bros.
But I mean,
we have total mass capitulation in the trenches guys with the pump.fun fucking generation event that's happening in two weeks.
I just posted up something literally about that, too. Cyrus said that he's been talking to people or people had been DMing him recently about this.
Right. He said that two people DM me about the pump ICO a week ago.
Two people DM me about the pump ICO a week ago.
He's like, but I thought it was a scam.
A $1 billion raise at a $4 billion evaluation.
25% of revenue would be used for buybacks.
100% unlock day one.
I mean, like, of course, why would you not want to get all your money the day one?
Team and investors, 12-month cliff, airdrop to users, but it wouldn't be on day one or day of TGE.
Obviously, nothing's confirmed, but I figured I'd share this clearly now that that information went public that they are trying to do this.
So even if this does happen, right, which it seems like it will, just it's good to know that there are already talks of not, you know,
you get your full allocation, but it won't be the day that TGE goes live, right?
So just something to keep in mind, too.
If you're trying to play the coin, you can potentially play the coin.
Or if PBE is going to happen and everything is going to be drained,
might as well have some spare powder on the side to either ape the coin
or ape your favorites that lose in this battle so yeah i mean i hear people like oh 700 million
dollars in revenue that they've generated why are they trying to raise and i mean they have a product
and obviously does kind of feel like an extraction event and i think this goes poorly if they don't
reward the users which they've been on spaces and said that they're going to reward users and people. So the fact that, you know, these seed
rounds are going out, I even think I heard someone say they got a message from Elon yesterday asking
if they want to get involved. I mean, these aren't, we're not getting involved. We're not getting
these emails, but the people that are able to get in the seed are you know pretty wealthy people and i do think this is uh like a
a relatively good protocol it generates like more fees than hyper liquid and hyper liquid
is that like in talking to some people yesterday in the chat right uh in the discord i think evan
down there brought up a good point was just the size of the raise, right? Meaning that the
size of the checks then have to ultimately be five times what we're used to. And then, you know,
that means that the amount you're giving away is ultimately a lot smaller than you're used to as
well, right? Because it's kind of the balance of if you're only accepting, let's just say,
checks of five million up, because you're trying to be evaluated at four billion,
then how much of that are you really allowed to give away for motherfuckers to just instantly
dump? You know, cause that's literally what's going to happen. People are just going to
instantly dump. I mean, if you look at the actual metrics of people that have been profitable on
pump fun, it's fucking abysmal. I think people that have made more than 50 K on pump fun,
granted there's undocked wallets or anything like that, but according to their metrics is only five people.
I don't know how true that is. I don't know how they're gauging it. I don't know if it's based off dev or whatnot, but based off of pump funds numbers or the charts that are circulating, right?
Roughly only five people have ever made 50K or more. And then most people fall into the one to 5k range
yeah yeah i mean the people that are getting these investment rounds i mean they're not out
of this like they're in this space like and i don't think that you it's a five million dollar
check i think it's a lot lower than that but we'll just say it is five million um but you're
raising for four bills it has to be bigger checks you know well if you can
have bigger checks or you can have like a larger quantity of people at lower amounts to get to that
four bill but personally just say that it is five bill or five million i do think this comes out at
eight i think this comes out as a 2x minimum uh eight to twelve million or eight to twelve billion
and so that five million now turns to 10 million. And these people
are going to go, and I don't know if they take it out, but I feel like that money has to slosh
around somewhere. And that's a huge, that's a huge multiplier for that amount of money. So say it's
a million. Now they will put a million and now it's 2 million. If it's a hundred thousand,
that's 200,000. And so I feel like this is going to be huge for the people that are able to get
in the seed round. And then ultimately there's's a suggestion that there will be an airdrop.
It's been lucrative.
The guy was on Spaces saying this airdrop is going to be lucrative.
It's not going to be day one, but maybe they let the TGE go around.
Maybe there's some fee generation event where they kind of take some of the fees off the pump swap or whatever they do and then buy back and burn and make the token go up even more.
Maybe some of that revenue is taken out and actually given into an airdrop pool or something like that but i do think there
will be an airdrop and the one thing i think is interesting is like what happens if they launch
their own chain i know that's been speculation of happening could pump fun now that it launches
own chain can move from just launching just solana memes and kind of encompass all the memes on all chains i mean
didn't we talk to eddie and eddie was saying that in his like i guess private chats with them their
their primary focus is to double down on the streamer economy kind of thing right i mean that's
that wasn't how they started but it became to what they transitioned into seeing that you know it's
a market that can be filled i mean you you
have kick and twitch etc and ultimately you have abstract but pump fun already has the product
market fit of the underlying casino aspect right and so i don't know i know that's not a profitable
business yeah streaming streaming is not profitable we heard we had raj come on here and say twitch is
at a fucking loss the only reason they're at a profit is because of amazon so i don't think that's what i'm saying like their business model isn't isn't the streaming
but the tokens aren't going to stop you have to launch a token to stream it's a requirement so
you know so i think that that's the ultimate thing is like they're getting more people that
want to stream without the token base like eddie just did it gangsy does it every day you're starting
to get more and more people adding validity to the the chain being for streaming and just did it. Gainsey does it every day. You're starting to get more and more people adding validity to the chain being for streaming and just like it being a chain, you know, not just,
oh, it's here to launch a shitter. No, you can do multiple things on there. So I think the chain
route makes sense. Yeah. I mean, these guys made $800 million in revenue. And so I do think there
will be some kind of hyper liquid kind of buy back and burn of this token.
It is a usable thing.
And if they can basically move to abstract, they can move to Ethereum, they can move to SUI, they can move to all these other chains.
And you use Pump.Fun to launch coins on their protocol.
And then the Pump token is the underlying currency of the fucking things everything is launched on it.
of the fucking things everything is launched on it i just see pump fun possibly being like one of
those plays where you don't have to get into the trenches with memes anymore say that you just like
with hyper liquid you don't have to go buy buddy you can just say okay i think hyper liquid is
going to be used i'll just buy hyper liquid and just you know eat off you know the fact that they
have good metrics and people are using it right now now, if Pump launches, you don't have to go in the trenches and go get wrecked.
You can just use Pump as the speculation vehicles like, oh, if memes continue to launch on Pump.swap,
I'll just hold Pump, and that will basically, maybe there's some kind of fair rev share,
but also it just gives you exposure to the meme trenches if that continues.
So I think it's like a safer, cleaner way gives you exposure to the meme trenches if that continues so i think
it's like a safer cleaner way to get exposure to meme casino without getting into the memes so
i do think it's going to be like a big event um some people are calling it like the other side
meta other side land meta for meme coins this is going to be like a lot of money that's taken out
of the market and there will be no liquidity left i I kind of see that, but I don't know. I do think it's going to be
interesting to kind of cover how this kind of happens and what happens next with this whole,
you know, pump thing. And it's happening relatively quick. I don't think anybody
had it on their radar that was going to happen in two weeks. So it's definitely a lot closer
than we expect. And I didn't think that we would get a pump fun airdrop before the OpenSea airdrop, so that wasn't on my bingo card.
And hopefully that OpenSea airdrop's a lot sooner if this is a max extraction event, because DGENs are going to be wrecked if there is no kind of airdrop associated with people that use the platform, man.
Fend up top, we had a lucky buy come through for a Pudgy Penguin today.
We had a lucky buy come through for a pudgy penguin today.
Pudgy penguin was listed at 9.5 and someone managed to get it for 4.3.
But I mean,
GG's to them,
but you risking,
I don't know,
fucking damn near 10 bands.
Cause you're going to lose it,
right?
If you don't win the lucky buy,
you lose your bread.
It just goes.
That's wild to me.
I mean, yeah, I don't know.
I don't know if I would do the lucky buy,
especially not on assets of this size if your percentage doesn't increase.
But, yeah, this was ran and became available for ETH, I think,
as of last week.
And this is the first kind of major win for lucky Buy on the ETH side of things through Magic Eden.
So we'll see if it becomes more and more fun.
So you're surprised that this space is built on DJing and gambling and someone DJing and gambled and fucking hit, dude?
That's the most surprising thing that someone actually hit this eventually.
Like, no one, everybody's fucking throwing.
I would do it, just not with the fucking big pudgers.
That's my whole point.
That's kind of crazy that you let your nuts hang with 10 bands.
You know, like GG's.
That is even the biggest win, isn't it?
Or is that the biggest win?
Because I know they've been talking about the Basie.
Is the Basie a higher...
I don't think Basie's higher.
What are the odds...
Go ahead, Evan.
What up, bro?
What are the odds that that's like a marketing stunt?
Let's fucking go.
I like that.
I like that conspiracy.
Probably really high because that's what I was trying to say, bro.
How do you convince someone to wage your 10 as a gambler, even poker player?
I mean, I'm putting up 10 to protect what?
Right.
You know?
Like, you think about it like that.
That's literally ultimately like when you make bets,
it's what are you putting up in order to try to protect what bag?
And that's just like crazy, like yeeted 10, you know, I don't know.
But I think it's marketing too.
That's why they're advertising.
But hey, go have fun.
Go gamble if lucky buys your thing.
This made sense before when you were farming diamonds.
Now I think it doesn't make too
much sense because you don't get diamonds for failure right you get a little bit of magic
eden booster and points but i mean that's multiplying my vaporware so yeah through
tickets marketing and obviously you guys can go use this content to go create content for magic
eden and you'll get 300 if you're a top yapper on their board. So
go use this. Go make a video. Can you say Katana, bro? Talk about that they're progressively
are thinking about getting on the Kato leaderboard too? Of course they're doing it, bro. What are
you talking about? So that'll be nice. Anyone that was talking about or has seen Katana,
they teased earlier today about getting on the Kato leaderboard. Katana is the new defile to Polygon, right?
So just if you're interested, go check it out.
I got it pinned up to the top.
It hasn't started yet, so you can potentially start yapping now
and already be on the leaderboard once it goes live.
Why do you think I've been yapping about it?
Let's go. Magic Newton, G-Nute. Injective just got on there too. be on the leaderboard once it goes live why do you think i've been yapping about it yeah magic
newton junior injective just got on there too like if anybody wants to talk about injective
i know i was talking about injective back in the day not much is going on over there but uh
yapper leaderboard is now live uh find out who's driving forward their mind share on ct with 6 000
injective awards up for grabs so they had arbitrum last week they got injected this week i mean if
all we're doing basically is just talking about these things and gaining gaps i mean i don't see
a reason why not getting some content in there and just putting some hashtags in there and just
farming this shit dude so just creating content in general i mean they're going to reward people
for hashtagging it and talking about it i don't see a reason why you shouldn't be doing it.
So it's free money.
So just do what you want to do.
It's your user base.
It's your fan base.
I think everybody understands what's going on here.
And it's just this space is incentive-led.
So if there's incentives for talking about things and posting things, you're going to see people post and talk about it.
Bro, the same people that'll post a fucking 5K shitter CA on the timeline are just like trolling people who are yapping and it's wild to me because like i'm not gonna lie like it's it's it's a pretty
consistent revenue stream for yappers even if you're not doing much like i'm not a fucking
you know big old kol and i've definitely gotten drops from just like being early on yaps
or kaito or whatever right yeah i just think that kaito's starting to realize this and i didn't know if you
saw their update about their time their time locks or their weighted so future drops will be
time weighted the earlier you hold state kaito or yts kaito the more you get snapshot for infinex
was today the clock starts now hard hold longer earn more so and for that too it's because people
were grabbing their stake Kaido
and taking it like, and double dipping, right?
Grabbing the receipt and dipping it and grabbing yield on other platforms.
But that's technically as if you're not staking or locking it up with them.
So I saw like other people talk about that they had all these strategies for Kaido
and then this new move basically makes it to where you got to just bring it back to them.
Yup.
And we've been waiting for this video algorithm.
Kato is now live on Instagram and TikTok.
We're also working on expanding our algo outside of X.
Time for the next step.
Murad's going to cook, bro.
Dude, I got C-Symbol.
Do you know what that is, Lord?
It's a symbol. And basically what I'm doing is c symbol do you know what that is lord it's a symbol and
basically what i'm doing is put my you could put your live streams in there and you could put like
a time marker in there and it goes and clips your content for you and so i'm gonna start clipping my
live streams and just posting them on tiktok i think i talked about uh fun yesterday i talked
about moon birds and so i'm just gonna start taking my live stream repurposing and put them on tiktok so i can farm if they are gonna expand into video dude so
i'm already on top of this shit dude i think it's bullish as fuck i'm not gonna lie like
get out of this eco and get into that eco bro like for sure like that that's why i think it's
for the whole space bro like people are gonna farm on other platforms and then these normies
gonna be like what is going on like because normies are gonna be like, what is going on? Like, cause I'm not gonna lie. Like everybody here is fucking cooked, bro.
Like, but in normie, if they're like, you know, like you're just talking about something and
they're paying you, like, I want to do that. Well, we'll think about it. What are we doing?
This content is supposed to bring new users into the protocol and everybody knows that this is a
farm. So how do you bring, how do you get your marketing campaign to actually bring in new
participants? You have to put it on normie platforms. And so this is, you know, this is
better. I feel like video content is better than written content, but ultimately that's why Murad
went over the TikTok. He's like, all right, no one here. I've kind of maxed my influence over here
on X. Everybody that follows me is going to follow me. Now we have to onboard new people
into this space and now putting on TikTok and X is how people are going to follow me now we have to onboard new people into this space
and now putting on tiktok and x is how people are going to do it and now they're going to
warn people for putting the content over there so i mean as a person that has marketing spin
yeah i agree dude when bitcoin's like up for the cycle i want all the normies coming in here
from tiktok insta bro get on p. I don't fucking care, bro, everywhere.
I mean, look at the social media metrics.
We're at an all-time low.
It's like a bear market.
It's like Yuga just launched Other Side.
And that's where we are in social metrics on YouTube, on X, on TikTok with crypto content.
So we have to have some kind of initiative to get outside of our bubble and start attracting these
motherfuckers into these protocols or they're never going to come back. Like we just can't be
talking to the same people in the space, the believers. And I think we're gonna get new people.
We have to go out to these other platforms and talk about, oh, this is a cool way you can earn
money. And a lot of people don't even know this exists. So just imagine if they understood that
they could create some content about Magic Eden
and make $300. A lot of people don't even make $300 in a week. So like, I think that's kind of
where everybody's broke and poor and no one has any money. Showing them that Web3 has opportunities
just by talking about products on TikTok could be like something that can get them
more interested in this space and kind of put some money in their pocket and see it as an opportunity when most of them think of it as a scam.
But the issue I think with that is that most Web2 people, like they know what they're talking about.
You're literally about to tell a normie that you don't even have to know what you're talking about and people are getting paid.
tell a normie that you don't even have to know what you're talking about and people are getting
paid like do you understand that that's the biggest disconnect here is that in a normal
traditional world you actually either have to have skin in the game you have to use a product
you have to be the expert here no one's the expert of jack diddly shit y'all don't even know you know
what i'm saying it's just everybody regurgitating and literally copy and pasting just articles,
copy and pasting each other's shit.
So the reality is, yeah, that sounds cool,
but a normal person won't understand that you're getting paid to pair it
because to them that doesn't exist in Web2.
You can't get paid if you don't know what you're talking about.
Right?
And I mean, once again, it's the gold rush now,
but that window is
skin in the game or you're gonna have to know what you're talking about dude
because it doesn't make sense you're literally telling someone right now it's go make tiktoks
about magic eden they're like what's magic eden i don't know just say the word magic eden in your
video and some magical platform will pay you i don't think that Just say the word magic even in your video and some magical platform will pay you.
I don't think that that brings the actual onboarding aspect in because it just adds to the narrative of us.
Us being DJs and playing with magical Internet money, you know, like, I don't know.
I think that that's the biggest disconnect because, yeah, cool. The opportunity is there. But then you try to break it down of how do you execute on this?
Well, you just got a hashtag or you just got to talk about it.
And they're like, well, what do I say?
Well, you can technically say anything.
They're like, well, how does that make sense?
Well, I think with AI, I don't think the questions are that hard to find
if they wanted to get involved.
Like being an expert in something as easy as possible
and half the people in this space that have...
But all their AI shit is the same.
It's literally all the same like i'm
saying these people have these people have like on tiktok have massive followings and having big
communities and all it takes is a few engagement posts to get paid out so it's like they don't
even need to be that big of an expert all they have to do is filter out information to people
about like a lucky buy can you believe that someone just put tin eath and bought this
fucking pudgy pigments for 5? That's a crazy fucking win.
It's a 10,
20 second video.
They don't have to be an expert,
but it engages.
And then they're getting paid on Cato for doing it.
It's not like that's a big like leap.
Those are whatever it is.
Bro.
What's ETH?
What's a pudgy penguin?
What the fuck is a lucky buy?
What are you talking about?
Like,
well,
I want to,
I want to,
I don't think that is a big question
I think that's one of those things too
It sounds good to us, it makes sense
But to a normal person, my wife
I can just talk
And just spit random shit
So I get it
I just think we need to do some type of
You're kind of breaking up, Chief
You're kind of breaking up I think you're in people in real life to understand. You're kind of breaking up.
I think you're in a bad spot. Go ahead, Lord.
I was done, too.
I'm just waiting on my fucking wassies.
I need everybody to stop minting right now, dude.
So, I must say one thing on this topic.
Like, have you guys ever been watching a random fucking YouTube video
and then they just do a sponsored fucking ad from Raid Shadow Legends
that has nothing to do with the topic of the
video. I'm just saying
this isn't super far-fetched
for something like this to
click with creators.
Might not click as much with their audience,
but creators themselves, I think, are
going to explore this, especially
in this
economic environment
we're in.
I agree. in this like the you know economic environment we're in or pump our bags over there that part everybody's clowning on i agree i agree that it works for creators but but my question then becomes
you're not getting retention as an operator you got to also look at retention rate and i mean if
it's not hitting with the audience then what am i I doing? Paying another KOL just again?
The mold, the cycle, the new, I mean, nothing is changing.
It's just being done in a different platform.
So it has to hit with the user because that's the person that's going to actually put their $5 in and try it out.
The KOL don't give a fuck.
He's going to collect the check and dip.
So, I mean, if you just want to broadcast, cool.
But if you want actual retention and users i think
there has to be a level of connection there but there is no retention or user base within this
slop on x anyway so might as well go try it on kato i mean it's experiment we'll see if it happens
right but i go on tiktok and see if it works on video and like a lot of these people have crazy
people that will just do whatever they say like Like they go to one fucking restaurant and talk about it.
And then there's a fucking line out the door of that restaurant the next fucking day.
So it's like these people have like massive fan bases.
They have people that do whatever they fucking say.
And like in this space, you make a post and maybe 10 people follow you.
And this space, and like maybe they're following or maybe their community, they talk about something they get 20 25 people uh that will do it so it's like we don't know what
the metrics are and the retention rate until they go try it so i think it's going to be interesting
to kind of see if any you've seen any of these big influencers instead of showing some fucking
random app on the game store if they start showing some kind of nft project or just some kind of thing
that's actually being promoted in web 3 it's to be interesting to kind of follow and see if that actually
comes to fruition or if there's any metrics that support that there is some kind of retention
because you don't know what the metrics are if you don't have them. So is this interesting? I
know we've been asking for Kato to kind of expand into spaces and video content and now they're
doing it. So it's definitely good for our brand and web three builders on Tik TOK to
actually now being able to talk about something and now be rewarded instead of
just writing written content with hashtags.
So it's what we've been asking for at least hopefully now they kind of move in
the spaces and social audio and maybe podcasting.
I do think those two metrics of video and voice are like some of the leading
metrics that are not being
included in these marketing uh budgets and these marketing kind of uh apis and shit and those are
kind of some of the most crucial ones and the fact that now they're kind of moving the video
i've heard rumors that they might be moving into spaces so it's kind of good to kind of see this
is kind of finally coming to fruition so that's bullish i mean this should be able to now like
it's especially with ai right like kind of kind of like big on like ai i haven't used their pro platform also like i don't even know
if that's worth using like i don't know who's using that but uh no like with ai you can
scam through anything a bunch of audio a bunch of video and like yeah actually like weight them
you know and like rate them and yeah like make sure people aren't just farming or whatever
but no i think it's bullish as hell like social audio we've been on here doing this shit forever
bro so it's like yeah that that should be counted for sure because like i don't know the motherfuckers
are built different who are doing spaces constantly like y'all you know what i mean so if that could
possibly reward these spaces people people would talk about it forever we had like
all kinds of platforms before i forget the name of it but there was a spaces like leaderboard
platform i can't even remember the name of it but like people were spaces yeah bro and people
were grinding for that and then it became some weird thing and i think they did like a rug
but you know it'd be great for somebody to actually do it right so i'm hoping that kato
can like do that for spaces that'd be fucking dope because what happened was they locked they locked the api ford spaces when elon took over and it was like very
expensive to run that as like bootstrap and so they try to create like some kind of friend tech
during the friend tech meta and they just capitulated and never saw him again oh
fuck code was so loud by the way there you. I guess I'm going to find it on secondary, my boys.
Y'all are fucking gay.
Bro, I literally barely made it, bro.
That's why I was saying don't mend it.
You just blamed Lord and Elmo for talking about it.
You want to blame anybody.
No one would have known about it if they didn't come up and talk about it.
Oh, they do.
It was almost fucking halfway minted by the time we got up here, bro.
It's fine.
It's not us.
These wassies are insane.
You know how many people that hit me up in the demons like,
what's my ordinal address? How do I do this? I'm like, bro up in the demons? Like, what's my ordinal address?
How do I do this?
I'm like, bro, if you are just now learning what a fucking ordinal address, bro,
you need to sit back and hit chat.
I'll be honest, no.
Technical support was last year, bro.
We're done with that.
They're like sending their Segwit wallet or some shit to it.
Why did I get my ordinal?
Because you put your Bitcoin address in there, not your ordinal address, my guy. So, yeah or some shit to it. Like, why did I get my taproot? Why did I get my ordinal?
Like, because you put your Bitcoin address and they're not your ordinal address, my guy.
So yeah, shout out to him, dude.
I guess you have to go buy it on secondary.
I do think there'll be opportunity
to not get it for 10 bucks, but maybe 20 bucks.
And obviously in the next two to three days,
you'll probably see the run up on those.
And maybe it's a nice two to three X
for everybody that listened in the space
and got some alpha from the daily alpha.
I mean, that's what we do here.
We try to keep you guys informed on things that are under the radar. And that was permitted. You know, we didn't even talk about it.
Fucking Lord,
a community member came up and informed you on it.
And that's the kind of people that we want in this space to kind of come up.
And if they have some alpha,
feel free to share with the community because we all eat here together.
So John do Lord probably made some people some money and they could probably you know they make any profits um
you know maybe they go referral to cubex or something for you or something you know like
maybe go sign up for qfs using lord's referral yeah don't use pete's fuck pete bro use mine bro
pizza dick dude he has a shit link you want to go to my profile and use my link yeah you go to nice people not mean people
right pete's mean guy i love um but still fuck pete you know click my link and i know the grind
coins coming up guys uh with mr uh pawns pawns and omics i guess that's what i'm gonna call him
now mr pawns and omics actually this morning yeah like you have to do a form in the discord
i don't know if you saw that yeah there's an airdrop uh for like in a tease like you have to do a form in the discord i don't know if you saw that
yeah there's an airdrop uh for like nfts and you have to join their discord and claim a role um so if you have any of these nfts uh you need to go inside their discord probably fill out a form
and probably gain a role to get this airdrop so just like we told about you stay loud and you
guys all faded it um you know you got to do this stuff you got to do a little work got to go click some buttons. You just can't list on spaces and just be like paralysis analysis
or was it analysis paralysis? So if you have a bearish, a jerasan, a sappy, a pudgy, a genuine
undead, space writers, sugar town, DSK DAO, Canadian sapiens, arcana sapiens, the Maury's
chimpers, galactic geckos, Psychedelic NFTs, Frankie the Frog,
Saint Soul LA, Vera, The Bull NFT, Meet Nippy, Wow, Dremelio, Bodogos, Final Bossu, Ledger
Art, and Rec Brands.
If you have any of those NFTs, you guys have to go into their Discord, click a few buttons,
fill out a form, and you're going to get airdropped some grind token, which, I mean, what do you
have to do?
Click a few buttons for some free money, guys? Stop being lazy. Click some buttons. It's going to get airdropped some grind token which i mean what do you have to do click a few buttons for some free money guys stop being lazy click some buttons it's going to
be worth your time i mean it might be dust but it's probably more money than you have in your
wallet now so i'm gonna bring that up to you guys go do it make sure you guys uh do these little
tasks man it's worth it um hyper liquid there is um kind of a new uh token that came out called liquid
liquid launch came out and uh it's kind of like a new trading platform or is it like a deck swap so
liquid is a hyper liquid's first native erc20 token fair launch platform and multi-dex aggregator on Hyperliquid EVM.
Basically, they have their token called LIQD, and they just announced their staking is live.
This token went berserk recently.
And so LiquidSwap fees are now live.
Every trade pays you 100% of swap fees.
Go back to Liquid Stakers.
LiquidSwap now has a 0.05 fee on all trades. Liquid launch takes 1%
of every transaction. Less than 24 hours, we had over 200 hype valued at more than $8,000 already
been distributed to stakers. Revenue is flowing, stakers are earning. So if you guys want kind of
a passive play, but holding, and a lot of people are talking about hyperliquid tokens in general,
this one is basically anybody uses their swap.
If you stake your coins, you actually get a percentage of the revenue of this new DEX aggregator.
So just kind of another play that I found in Hyperliquid yesterday that people are kind of looking at.
Go on, Chief.
For those of you guys that are doing the grind coin, you have to have a slingshot wallet.
There is no way around that you have to open up a slingshot wallet and you need that to register for the form itself so go do that right it's just one more step in the
the way to free money i guess you could say right one more download something but set up a slingshot
wallet um if your name is on that list in order to be eligible for the airdrop
so isn't slingshot owned by magic eden yes and then magic eden's behind the trump wallet
uh yes wow so they're just doing wallets all over the place huh got their own slingshot wallet and
then trump announced it'll probably utilize slingshots
like trading system and rails for trump's wallet wild like it'll be the same back-end infrastructure
so you get runes on there lord yeah those are coming actually i saw like uh some like test
tours that had done some like transactions and stuff there's a lot going on with runes that's
really bullish i'm bullish on teams that are uh moving this shit out it's gonna take some time obviously but whatever i don't care about
my ruins it's just sit on those uh one cool thing about grind that i did see was like when i was
setting it up i saw that if you uh trade if grind gets traded on slingshot i know that they're gonna
do like burns with the fees so like anything that gets traded any grind that gets traded on slingshot
a portion of the fees are gonna go to like burning grind i guess so i don't know they're doing some cool
stuff there but uh bullish on grind or bullish on pawns i don't think it's going to be a giant
hook for people but i think like i think they're doing it to where it's not going to be overhyped
it'll have room to grow that's like my thesis on it but i like that they're doing a burn with
slingshot and yeah shout out to slingshot
also they're going kind of crazy with these partnerships the trump all that thing was
fucking weird though i don't know what the fuck's going on with that bro uh goofy eric trump being
like this ain't real magic eden being like no it is oh yeah it's the difference in teams right it's
it's the world liberty finance team they're making a wallet. They're doing their
own thing. And that's what Eric Trump's with. And then you have the team that license and is working,
has been working with Trump, right? The Trump team for the coin, the Trump team for the ordinals and
all that kind of stuff. So separate. And in a sense, this would be a competitor product, so to
speak, right? Because ultimately you're able to do the same trades
and interactions.
So that's kind of where you had the back and forth
of the split between the two, right?
Is that this is a competitor product
and instead of kind of just,
because he wasn't in the know or his team,
it's his dad licensed out his name to a bunch of shit, right?
And so that's where we're seeing that happen and people getting,
you just caught in the crossfire. I mean,
magic eating had a crazy God candle that retraced damn near everything right
back afterwards. So I don't know. It's news driven, right?
That's what we've been talking about. It's one tweet from the,
from the fucking the Cheeto man and you go up or you go down.
So even Cheeto man adjacent people go up or you go down so even cheeto man
adjacent people but yeah it is official apparently magic even themselves are working on a trump
wallet with trump but it doesn't have to do with world liberty fi and that trump kind of crypto
exposure that we've seen so far wild work absolutely insane work yesterday in the crypto verse bro
i fucking hate it here i thought everybody knew that the trump wasn't behind this so
the fact that you guys forgot on just shows you your guys retention level you guys all have
fucking all this information thrown through your brain and you forget that trump just
licenses ip out to these fucking these fucking token creators and they just run with it so
he's also the president
of the united states i don't think he's gonna be like yo guys put on a wallet just so you know
like he's not gonna get out an address and just start talking about this you know
i don't know right yeah i agree dude like what the is he he's working on trying to build back
america whatever so i don't think he understands any of this shit. And he makes a percentage off just, you know, license his name out like anybody else would. The World Liberty, yeah, dude, easily.
World Liberty Finance airdropped $47 of their stablecoin to World Liberty Finance stakers
today. So I guarantee no one in the space did that, but just another airdrop that happened
as we were talking about Trump. And Time.Fun, which I think Nikita, Bear, a lot of people use.
It's like Calendly, where you basically can reserve meetings with high influential people.
And you pay in their coin to basically get a meeting with these people.
And Time.Fun basically is introducing a points campaign.
So if you guys are someone that has a lot of meetings,
you might wanna start using this platform.
You're gonna get rewarded double whammy
on top of people paying for your time.
You're also gaining points for this.
And so users and traders matter.
For this first distribution,
we significantly weighted the allocation towards users.
And traders, our platform is nothing without our users.
We take everything into account.
We consider everything from traders, holders, redeemers,
creator responses, rates, and creator engagement.
Highest criteria for this point drop,
the largest ways in user trading volume and portfolio holdings,
creator engagement, did users redeem with you,
and creator volume, did the users trade your time.
Criteria will update with every drop.
No two distributions will be the same. We'll? Criteria will update with every drop. No two distributions will be the same.
We'll be updating the criteria and waiting with every drop.
Our best advice is use the app how you normally would.
More points drops.
This is the only beginning and there will be many, many more of these drops.
After traders, holders, redeemers, and engaged creators will climb the leaderboards.
They also, time.fun, had a partnership with AllianStyle which Alliance DAO is also behind the Quacks wall chain. So that's kind of bullish
for that app in general. And then I found something about their token TCM. Basically,
this guy says, if you're bullish on time.fun, aside from owning creator minutes, you might want to get a little exposure to their token CTCMDAO on DAOs.fun.
Creators getting rewarded on time, and people are still sleeping on this.
So it looks just like a play if this continues to get momentum.
They have some pretty big backings with the Lion's DAO.
So just kind of giving you guys some avenues to kind of speculate on this and get involved
if you guys are interested.
So that's pretty much...
I'm surprised this is still around, bro.
I mean, I don't know.
People are using it, dude.
To pay for other people's time.
Yeah, you can't get a fucking DM sitting this bitch.
So if I wanted to get a call with Raj,
I basically pay for his time
and I can get a 30-minute call for paying for it. And I've seen
Ansem do it, seen Raj do it,
seen Nikita Bear do it. So like, I know
none of us have that problem, but there's
people in this space, you know, that people want to connect
with and all you have to do is pay the minutes
and you basically get down there and you get
to talk to those people.
So it's kind of like a nice little networking
thing if you are interested in talking to these people
that have actually are on this platform.
So, you know, it is what it is.
It's just an opportunity.
Yeah, I see.
I see it.
Yeah.
I mean, we're just finding different ways to remove the human element out of shit, bro.
And I think that that's the wild part.
I mean, it used to be, you know, the Rolodex and having the ability to contact these people.
If you couldn't do that work harder
motherfucker like that's it there's no other way around it just work harder to where they're
willing to have a meeting with you right i mean i think that's the interesting part behind it
i'm gonna pin something up to the top this is the third game from pudgy penguin ecosystem is now
being teased to go live uh it is in partnership with Mythical and Mythos Blockchain. So I'll pin
that up to the top. Mythos is the one that used to have the IP licensings for NFL rivals. They've
done like Need for Speed kind of spinoffs. And then they even at one point were doing FIFA,
right? And then they transitioned FIFA to flow and then fifa into now their own
blockchain so pudgy penguin started out as an nft collection this is mythical games actually doing
coverage on them because the newest game is called play pudgy party right it's coming to ios and
android it's in a sense mario party with pududgy Penguin assets, right? So I'll post this
up to the top so you guys can actually see gameplay. Very reminds me of like Fall Guys,
Mario Party, just that board game style multiplayer, right? With just competitive
mini games in between. So got all that information pinned up to the top uh and then now when it comes down to
mythical right so what is the game about uh expect vibrant environments full character customization
and a mix of competitive co-op competitive and co-op play most importantly fun um yeah so turn
on notifications for this this is their newest game that's coming and it's about to go live. They also have the Pengu Clash game.
That's the Telegram Tapper
on Ton. That's been starting
to ramp up as well. So for anyone
that did that early on when we
got on that campaign, just go
see if your status is updated. And they
consistently drop pre
early access codes for
Pengu Clash on
the Telegram, right?
So pick one of the games in this ecosystem.
I don't think that you can really kind of fail in that sense because they're both new and expanding.
And then just go check it out, right?
They also have Vibes, which is their trading card game,
but they have a version, like a digital version on Steam,
and it's going kind of crazy on Abstract, right?
People have been streaming,
playing those tournaments, et cetera. So just the Pudgy ecosystem continually growing. And it's one
of those things that, I mean, I think this is what real IP growth is. And a lot of people don't
really understand that is it's going to be so many activations going on at the same time for
different avenues and different demographics that not, it's like, like well how does this pump my bag i mean it doesn't
right but it helps proliferate the brand to become a mainstay in a million different ways in a million
different kind of just niches right you got from online gaming to idle gaming to now in real life
with the tcg and at the conventions and the cons and the swap meets so i mean just shout out to
them continue to proliferate the brand and grow and if you guys are interested put notifications on for the pudgy party world
because that's supposed to be coming out pretty soon on mythical
that's all i got chief um i guess if you have anything else you can talk about it i think the
one thing that i had last was so fun just got listed as perps on Coinbase.
So you'll be able to do perps and probably spot relatively soon.
And so just wanted to bring that up that Sofon, you know, seems under the radar.
It's getting more traction and it's getting listed on Coinbase.
And obviously Sofon recently launched the five projects that they support.
And you better believe that our collab manager is on that.
And we will have some kind of announcement on that relatively soon, man.
So shout out to Trill, our collab manager, for going down and getting some of those partnerships, man.
So that's all I got today, Chief.
If you have anything else, you could finish it out and we can kind of wrap it up.
Yeah, so pinned up to the top.
We got Popkin's reveal for those of you guys that participated in that yesterday.
It reveals tomorrow before the show starts.
So just putting this on your radar, if you have any, if you're ready for some, you know,
it'll be going on before we actually get to bring it back on your radar.
So be on the lookout for that.
These are on SWE.
So make sure that you're available.
You got some SWE in your wallet if you're trying to SWE.
Do whatever it may be.
And other than that, man, appreciate you guys for coming out to the TDA.
Appreciate everybody that came up on stage. Evan, Lord Arf, everyone that contributes in the comments, likes, retweets. It goes a long way. We do this Tuesday through Saturday, 11 central,
till about 12, 1230. It just really depends on the conversation at hand and the people on stage.
After the show is over, there'll be a thread that goes out.
It incorporates everything that we talked about.
Use it as a resource when you're doing your own research.
That way you can check it out and go back and study.
Other than that, guys, it's TDA or Stay Poor.
We'll catch you guys in the Foundry
and see you tomorrow.
Y'all be safe.
