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THE DAILY ALPHA♻️
Recorded: July 8, 2025 Duration: 1:15:31Space Recording
Short Summary
In a dynamic discussion, key topics included the potential impact of upcoming trade deals on the crypto market, Elon Musk's political ambitions supporting Bitcoin, and the U.S. House's commitment to maintaining its status as a crypto capital. Additionally, significant partnerships and fundraising efforts were highlighted, including True Social's crypto ETF and Phantom's integration with Hyperliquid, indicating a robust growth trajectory for the crypto ecosystem.
Full Transcription
Thank you. Welcome back.
Welcome back, my friends, my family, boys and girls, children of all ages.
Appreciate you guys stopping by.
Ocean Space, Tuesdays and Saturday from 11 to 12.
We'll see how many shows we do this week.
Probably do a few for you.
Appreciate any kind of support.
First show of the week.
We've been back over a long holiday weekend.
And goddamn, there's a lot of stuff that went down over the weekend.
We have trade deals pushed back to August 1st,
which we were supposed to get like all of them tomorrow,
which I still think that will probably happen,
which I think will probably push up the market with uh some big
ones maybe india maybe china will be officially announced um but those have been pushed back to
august 1st and then we kind of saw the the rumblings on this uh last week with the elon and
trump grief of them kind of parting their ways and elon fully uh backing bitcoin and launching
his own american first party.
I guess it's called the American party.
But I showed you guys tweets last week of people saying,
oh, Elon Musk is possibly just accumulates in the background and he likes some tweets.
And he officially came out this past weekend,
launched his own conservative party called the American party
and basically called Fiat Garbage,
and that they will be backing Bitcoin in his party.
So kind of what I suspected would be best for our bags is that these two
are well, influential people in the world.
Trump, obviously part of the Republican Party, which is pushing digital assets in America.
And you have institutions adopting Bitcoin. But now you have a a fraction and now you have the second influential person in the world
and the richest person in the world now starting his own party he's gonna go through with that
i mean it's not he's i don't i think he'll go through with it but it's very hard if you know
how the political party works none of these uh conservatives um can get on the debate stages or these independents yeah no
isn't that exactly why uh rfk basically conceivated and all that because he came out he's
like even if i run as an independent or green party or whatever the hell i want to be
that doesn't give you numbers you know and that doesn't give debate like that the crowds that they want when
it comes down to you know presidential elections and debates like you need that and so without
those two it's like it's kind of pointless because i mean that's why no one from the green party makes
it far or any of those you know not because they're bad but it's just because it's like they
don't sell out stadiums and they don't have enough people to buy merch and make it worth it, you know, financially in a sense.
Yeah. Like when obviously the two debate back in like the 90s, they used to have the Green Party like Ross Perot on stage with like Bill Clinton and Bob Dole and all those other people.
And since I think the early 2000s, they stopped letting conservatives or the center party actually come in those debates. But I mean, we are, we just went through a whole
election where the mainstream media basically propped up a certain candidate. And it seemed
like the social internet capital was a lot more prevalent. You saw Joe Rogan's, you saw the Aiden
Ross's all backing Trump and that kind of leading to the Zoomer crowd voting for him.
In 2028, would that be even more relevant?
And does Elon Musk even need a platform?
He has his own platform called X.
He could launch his own debates on here.
And so I don't think he will get enough votes to beat the machine.
And typically what this does is fractionalize one side or the other.
I would think that this would
take out more votes from trump or jd vance whoever runs the republican party and it'll be a lot closer
race if you have elon in the middle taking votes from the republican side so yeah i mean it's good
for our bags because it doesn't matter of course not like he's a threat but he's ultimately
diluting the voter pool yep yep and ultimately, he's going to be pushing Bitcoin as kind of something as like, all right, this political system, this one machine that acts like a choice is going to continue to print money and put us in debt.
Bitcoin is institutional level. Now we have a
canary in the coal mine that's also pushing Bitcoin as a way to get out of the current
structure. So I think that's good for our backs to have two parties backing Bitcoin and kind of
pushing Bitcoin forward as kind of an answer to all the chaos that's going on in the government.
So kind of the best case scenario, in my opinion, I mean, if Elon's going to start talking Bitcoin for the next two to three years,
I would imagine you'll probably see an influx of more people kind of dabbling in it and that
kind of some kind of signal of, you know, let's look at this and let's get into this. But I did
post something last night where Elon was actually calling Bitcoin worthless back in December of 2020.
And this is two tweets where obviously the one was, fiat is hopeless.
So yes, which is what he confirmed the other day about adopting Bitcoin into the American party.
And then in December of 2020, he says Bitcoin is almost
as BS as
fiat money.
Two months later, Elon
and Tesla...
Wasn't this the COVID downturn too?
Yep.
Tesla at...
This was 2020.
Then in 2021...
I'm saying Bitcoin had just dipped to 19.
Yeah. I think it was like 15 or 19.
It was even up to 30 at that point.
This is right when I was getting in.
I mean, I was getting in like DCA in October,
but I started finally paying attention around December.
And it went from like 15 to 30.
But two months later, you had the announcement of Tesla adding Bitcoin to their treasury.
later, you had the announcement of Tesla adding Bitcoin to their treasury. So Elon basically had
an intervention basically two months later after this. I don't know if he was funding to get a
better entry, but this is kind of when the start of him believing in it was when we started doing
all the money printing and we haven't stopped printing all this money ever since. And DXY's
down, stock market hit all-time high, you have silver at all-time high so you're definitely seeing
uh scarcity becoming more and more relevant as we go forward so i don't know the market is in a
tough situation right now i mean on sunday everybody was you know at the top of the range
everybody's bull posting and now we're kind of at this mid uh this rsi is at 60 and we're kind of
you know all indicators bullish, macro are pointing up.
But we have a lot of like, you know, turmoil on the timeline.
A lot of people are capitulating because of current events and don't know if we're actually going down.
Arthur Hayes over the weekend says that we're going back down to 95K.
But the Bitcoin RSI update, the weekly RSI is flirting with support level at 60,
while the stochastic RSI is still hovering at the top. We're refusing to roll over. Decision
time is near. Will Bitcoin break out or confirm a bearish divergence? So people are speculating
that we will find some kind of volatility here in the next five to seven days. If that's us going back down
to 106 to 100K, or if that's us breaking all-time high. So we're at the capitulation point of,
all right, what's going to happen? I mean, we're going to get some news this week with trade deals,
possibly a Genius Act bill. We just had Congress come out today and says that they're going to do something. What are they? So U.S.
House says that it's taking historic steps to ensure the U.S. remains the crypto capital of
the world. So we do need some bullish news at these kind of key levels to prop us back up and
start to break these all time highs. And if we kind of capitulate here, it looks like we're
going to break down and roll over and maybe go back down to 100K.
So we'll see.
We'll see where it is.
It's definitely an interesting time.
There's really, you know, one day it's bullish.
One day it's bearish.
One day we get a news event.
You know, all the coins pump.
One day we get a news event for a pump fund TGE and all the coins, you know, go down and sell off.
So definitely an interesting time.
It's just everyone's kind of swaying. And think that that's like what you said, right?
I mean anything moves anyone
It was Oh bonk is gonna take over all the pump fun coins
It's bonk season said bonk and you know, everyone was having fun on the timeline. The euphoria was there
Oh, I believed in bonk since the airdrop, you know, we're here for this new season
Oh, I believed in bonk since the airdrop, you know, we're here for this new season
Pump funds I bet we're gonna announce the TGE today and then instantly everyone's like, oh, yeah
Pump fun fuck bonk, you know, I mean bonk was cool
But these guys are about to give us some money and it's and then it's like okay cool
Well market might be going down. Oh shit
We'll sell all the shit coins and then rotate into a different type of InfoFi because the new thing is rolling out.
So it's kind of everyone is everywhere.
Right.
And I've mentioned this, you know, a couple of times throughout the year and just that we're, you know, spreading ourselves, in my opinion, a bit too thin.
I mean, these were all different niches and silos in crypto for a reason.
But very rarely did you find a jack of all trades.
And if you did, he was not a jack of all trades and if you did he was not
very good at all trades right and i think that that's the interesting part that we're
now landing at is do you like defy do you trade leverage and futures are you a jpeg enjoyer do
you like coins right because i mean affording to miss a day in each or any of these sectors now actually puts you substantially
uh like behind and you're in your last or you're you're late in the curve right because you could
have literally been jpeg uh shitcoining and be like yeah cool uh you know bomb pump fun is where
it's at bonk meta comes it all happens people get rinsed you don't even know what happens and by the
time you come back you don't even know that happens. And by the time you come back,
you don't even know that a whole new meta came and went. And same thing, right? JPEG, SoFan, talk of the town. SoFan, it is what it was. Delayed one week. One week of attention
shifting and just market regularly moving. And now you have the two flagship jpeg projects on so far down 50 from mint not even
and not even clearing above mint price after mint out and i don't even think both of them actually
successfully minted out like that right so it's just one of those that there is no more jack of
all trades in my opinion it's becoming harder and harder to do that just as we start going and start adding now defy
uh info fi dpin rwas and you're starting to expand the sector so just kind of excited for
for this like being able to just become a pro at one of these because i still think that that rwa
and dpin sector is going to catch a bit once one of these actually starts to get a token viable and people realize that there's money to be made in this right and kind of for their
information itself yeah i think oh damn it i think with the the pump fun thing it's interesting i
hear a lot of people calling this the other side of meme coins and i think um let me put up like
if you guys probably all seen the metrics here with like the token side the meme coins and i think um let me put up like if you guys probably all seen the metrics
here with like the token side the token supply and all that so it's 1 trillion tokens 150 billion
tokens for sale at 0.004 per token first come for serve method 600 million potential raise at a 4
billion evaluation so it goes live the 12th um this was on gate.io. It was taken down. I don't know if it
was supposed to be put up or not supposed to be put up, but it might be pushed back. I'm not
actually sure if this is actually official since it was taken down. But Masari put out a report
basically evaluating pump funds fair value at $7 billion, suggesting that $4 billion might be a steal
or a red flag, depending on how you look at it. But this was on gate.io. But I guess what people
are kind of speculating is the capital rotation. Do traders sell off existing tokens to jump in
the pump and putting downward pressure on other projects? Liquidity drains soul could get locked into new pump pools producing liquidity
for smaller tokens and just market sentiment around pump is bad in general and then you know
pump has also been hinting at dropping their own blockchain also so do we need the sole casino
token as much as we do now if pump.fund is going to launch their own token. So a lot of people are
saying like this feels like other side. And when we had that NFT meta, other side was the top of
the market and we went down. And so people are kind of looking at the market, looking at the
structure of just everything, RSI's and saying, this doesn't look good. And then we have this
massive liquidity event that could capitulate a lot of other altcoins that a lot of degenerates in and if those go down crazy amount and soul goes down crazy amount and no one's stabled up
that's going to burn out a lot of people that have a lot of their liquidity into these altcoins
and you're gonna have another um another sector of the of the degens uh you know zeroing out their
portfolios and leaving again and like obviously this bull market has been fueled by institutions,
but every day there's less and less engagement on spaces.
There's less and less engagement on YouTube channels.
There's less and less people just engaging in general.
And I do agree it's summer.
People aren't tapped in as much.
But if we have another liquidity event
where majority of people's portfolios go down in a 50%, 20%,
I don't think that a large class of people here have enough capital to get into the next
meta.
And it could capitulate people selling their reserve Bitcoin to pay off bills and stuff
like that.
And I don't know if that actually breaks the market down, but I don't know, man.
This pump fund thing is putting a big a big uh a big you know
thing on the schedule and everybody's looking at it and i've heard a lot of traders saying now you
know i'm stabling up i'm waiting for this to end and so i don't know if you're going to get a lot
of capital into a lot of stuff this week heading into this tge that's supposedly going to happen
on saturday so definitely interesting thing to track and on saturday too such an interesting
day to drop you know i mean i don't think i can remember the last major kind of token drop or
anything like that or just major event on a saturday either especially in the middle of the
summer kind of thing yeah i mean i don't know man like you said the pump fund sentiment has been down
only a lot of people rotated into bonk uh so i don't think it's like
there's like this i know i've seen uh tyler and i think i don't know if it's tyler but a few people
put polls out are you bidding this pump fun uh token and it's 80 no so the dj class the class
that's here every day that you know interacts with quickto twitter isn't bidding this token
at on this pump fund sale so just kind of curious if
this is just a point where everybody stables up uh reserves capital and waste this kind of storm
through and then we redeploy after this uh tg is over uh you know people are going to go into this
thing and not going to spread themselves to fit then not knowing how the market's going to respond
to this so i do think if you do have some coins that you're up in profit, just the market sentiment of this is that a lot of people
are stabling up and you're probably going to see a lot of these bags start capitulating.
And if we break down on Bitcoin this week, which we're at like a point of doing so,
you're going to see the coins, you know, capitulate even quicker. So if you guys are up on some coins,
I would take some, put in some stables and kind of weather the storm and go into next week of being able to fight another day
so the last thing i want to see is you guys fucking have all your money into these coins and
then everybody sells everything and you guys have nothing left so just just a word of wise you can
do whatever you want but just kind of seeing that on the timeline it's kind of interesting so that's
a little bit of macro cheap i know did you see you see Jack Dorsey launched a, uh, kind of a bit chat? Hey dog, what's up?
This dog just chased me. Yeah. Apparently you get, uh, you can do video and all that kind of
stuff there too, right? I don't know if you could do video. Um, you could use, you don't, you can,
it's basically mesh networks. So you can use Bluetooth and I guess you can use IoT internet
to communicate with people
and to be able to send Bitcoin
and other messages without being tracked.
So it's similar to Signal,
but no internet required.
And so I've even seen people
actually be able to send Bitcoin transactions
through Bluetooth now,
which is kind of like the most decentralized way
you can
do it so it's pretty interesting i don't know what like what considers a mesh network like that kind
of makes me think of like iot devices and stuff like that like maybe you can hook up to helium
and send it that way but ultimately this is said that yeah radio waves maybe yeah maybe that's the
way they're doing it but pretty interesting dude, dude. It's on TestFlight.
It's not an app yet, but you can go in there.
I'm still trying to learn how to get the talking to people.
But there have been some screenshots of people actually sending Bitcoin transactions without the internet,
which is, I don't know if it's ever been done.
Maybe it has been done.
I remember...
It's funny, you're literally talking about that right now.
And Bitcoin Archive just tweeted that.
No internet, private, P2P cash, sending Bitcoin over Bluetooth.
And then I'm pretty sure this is a screenshot of that, the BitChat.
And just a confirmed signature that it was done.
I know Dogecoin had something similar where there was a project.
I think it was called Doge Radio, where you'd be able to send Dogecoin transactions over radio waves.
So I don't think this is like new technology.
I actually think this stuff was invented back in 2017, 2018.
But you know, Jack Dorsey, creator of Twitter, Satoshi Nakamoto himself, basically creating apps for you to, you know, if the internet does go, we have an EMP strike.
You know, everybody's like, what happens when the internet goes out?
We're all fucked.
Well, it looks like Jack Dorsey is creating some kind of avenue here
for if it does go out and all the money is worthless,
you can use Bitcoin internet lists with your Bluetooth
and send transactions and barter that way.
Seems like he's a doomer, bro.
They agreed to that in Texas. I don like, he's a doomer, bro. They,
they,
they agreed to that in Texas.
I don't know if you saw that over the week,
last week too.
Gold and silver are now a hundred percent legal tender for anything in Texas.
I mean,
I'm not saying,
I don't know if that's going forward in time or back in time,
but just opening the idea of different forms of monetary payment, I think, is a good kind of the progression route.
Ultimately, if we allow gold and silver, then we can kind of, you know, sneak other things in that mix of official coins or, you know, can be used as legal tenors.
How would you do that?
Gold and silver?
Like, would you have to like
shave it down probably like a chain or something i mean you walk up with your 18 karat gold chain
and you're like yeah i want the car and here's my chain and well how do you get i guess silver
would be used for like groceries and gold would be used for bigger purchases i guess i don't because
like you have gold and like i want all your bread. I have $18,000 of gold.
Well, you're going to have to shave that down, sir.
Your bread costs $5, my guy.
Yeah, I don't know how it is.
But yeah, it's now official to use literally
gold and silver in Texas
as legal tender.
And they have to take it too. It's kind of like those people that are
assholes and use coins.
How they legally can't deny you from paying
in coins anywhere.
Dude, I just saw this week in arizona um their ballpark i think it's called bank went ballpark or chase ballpark
i don't know what the fuck it's called they have gone completely cashless they will not accept any
legal tender money at any of the concession stands you actually have to go to an atm put your money into an atm and get
a visa gift card and that's what you're able to buy stuff at the stadium i was like how is that
even legal dude you're supposed to accept cash at all it's legal tinder bro like there's there
shouldn't be a merchant anywhere in the united states that won't accept your cash and now at
this ballpark they're making you deposit your money and get gift cards visa gift cards to pay for transactions inside the stadium bro that's
crazy whoever's running like those payment processors are about to get rich oh yeah uh
pinned up top i i thought this was pretty interesting news um true socials crypto blue chip etf has been announced and certain assets that they are trying to
acquire it says the trust will consist primarily of bitcoin ether soul xrp and chronos
chronos fucking crow like crypto yeah that's what I was about to literally break I was like chronoses
cryptos comms
Their coin similar to how Robin Hood or anything like that
But there's is actually chronos and there's a whole ecosystem over there like people have there's JPEGs on chronos
There's coins think it was like the chronos lions or something. They look like lazy lions
But yeah, they're literally from crypto.com.
Like that's a whole, I mean, shit on it all you want.
But it's the same guys that were using like the Coinbase wallets, right?
The ones that didn't have the DeFi capabilities yet or anything like that.
But yeah, just putting that on you guys' radar too.
Last week we had the XRP or earlier this week we had the appeal for the XRP case be dismissed.
And then now you have Truth Social putting XRP as officially on the list of acquisitions for their blue chip ETF proposal.
I saw that and I think the World Liberty Finance is in a trade proposal to make their coin tradable
and then i also saw trump meme coin is bridging over the tron all right i saw i mean i don't
believe any of that tron news because we had that fake tron news over the oh no that was
that was ton or no it was tron right i was trying to trust justin's son and justin's son has been
like the biggest holder of fucking Trump coin.
He went to the dinner, so I would imagine this is all part of some kind of fucking agreement.
What was the scam that happened over the weekend that you could have staked?
I think it was 50,000 Tron to get a golden visa to the UAE.
I think it was Ton.
Ton.
Yeah.
Okay.
That's what I was trying to figure out, which one of these it was. it was tunner tron, but then that turned out to be fake, too
So I think that that's an interesting aspect, too
I mean you can't can no longer believe anything that you see or read
Wasn't there a partnership with ton in like Twitter that was said that not to be real either
Like these ton fucking influencers or whoever creates this
fuck bro what happened to the magic eden wallet
with fucking trump that we all just pretended like that never happened when
it really did
you want to bring up i kind of interrupted you my bad no i was just
posting up top uh you got phantom teasing hyper liquid integration
i mean if you guys are using phantom i think it's a little
bit too late in that sense of maybe not too late as in it's past that but most people that are on
hyperliquid have either a hyper liquid native wallet or using rabbi right because of the ability
that you can go and see your positions do defy over there see your yields all inside rabbi i mean
rabbi's kind of just been killing
it on the evm side of things but for anybody that thinks that there's a potential phantom airdrop or
anything like that if you're still on that you know carrot on the string um they're now implementing
hyperliquid or it will be coming soon i guess let's go into some hyperliquid stuff um i've
seen some people pretty bullish about this Kinetic thing that's happening.
It's powered liquid staking on Hyperliquid.
Hyperliquid will be entering a new era.
Kinetic launches on Hype EVM mainnet on Tuesday, July 15th.
We've all seen this stuff before, powered liquid staking.
But it looks like a lot of whales
inside of hyper liquid are positioning themselves for this massari reported that 40 million of hype
will be unstaked on july 15th so 40 million of hype to be unstaked ahead of the kinetic launch
on july 15th ahead of the kinetic uh july 15th launch i read over 1 million which is 40 million uh hype tokens are
being unstaked mostly from three whale wallets withdrawing about 187 000 hype the unstaking
occurs the seven day period post announcement with whales preparing to stake with kinetic a highly
anticipated liquid staking protocol hyperliquid the largest decentralized perpetual platform
with 5 billion 24 hour trading volume recently upgraded its mainnet to support the core rider contracts, enabling direct integration into Kinetic.
Kinetic offers an autonomous volatilator scoring system, stake distribution, and reimbursement depositors with KHYPE tokens.
It also provides iHype for institutional clients like Flowdesk and MIC trading.
iHype for institutional clients with like Flowdesk and MIC trading. Hyperliquid's ecosystem
continues to scale rapidly with total trading volume exceeding $200 billion in the last 30 days.
That's roughly 10x its closest competitors. So disconnecting, getting a lot of attention
recently. Maybe look into it if you got some hype hanging around. I don't know if there's going to
be a token. Typically there is when you start staking on this it looks like whales are interested they're getting large uh you know three
wallets are putting a large amount uh anticipating that they're going to get some kind of return on
this and so just wanted to keep you guys updated on that and then um we had a hype mint yesterday
bald brothers um they went live. I don't know.
On that note, too, I'll just say this.
It hit ecosystem phase, right?
I mean, demand was there.
Not necessarily there, but there.
But the ecosystem phase, you qualified as long as you had hype activity on your wallet.
So your wallet was holding hype, interacted with drip dot trade beforehand uh
some of those kind of you know factors but it just was an active ecosystem interacted wallet
right so i know that ball brothers had a shit ton of those suburb uh kind of giveaways and they went
that route but ultimately had to end up resulting in just giving it to anyone that had hype activity
so it wouldn't be bad to just do one or two trades over there just get a wallet somewhat
seasoned up in case new opportunities like this happen or we see more of these right hey if you
hold one hype or hold two hype you can come in and you can then participate in the ecosystem phase
because it would have been a cook if you had just basic hype exposure you could have got in on this last one and made yourself
it was basically free to about four to five hype is currently what it's sitting at so about 200
bucks 250 from free to that but you did have to at least have dabbled in this ecosystem prior to or once beforehand.
Yeah, we've been all over this since we first saw it.
Obviously, I was telling you guys, the people behind it, pretty legit fucking team.
Obviously, if you would have got, didn't get whitelist, I saw it at like 1.9 hype.
So it's up to 5 hype.
We saw this with McGillios's like last week that's a nice
little cook mcgillio's back down to like 0.07 0.090 that after going up to 0.17 each so if you
guys are getting into bad brothers it is pre-reveal right now i would wait till you know reveal
happens people the space racks every way with every fucking NFT. They're going to dump
because they didn't get the rares. And then the attention will go away after everybody,
the price goes down. And then you accumulate like a week afterwards. So this time, maybe Sunday,
Monday, next week, I could see it. I mean, I could be wrong. You could probably see it back at two
to three hype and then accumulate there. And then if this is a real deal project, you could see a community forum and then this kind of compete with, you know, the hype-yos,
not saying it will ever be a hype-yo, but there needs to be another NFT over there that
grains community and the culture side of Hyperliquid is heating up. Like you're starting
to see more and more stuff pop up over Hyperliquid. You see an integration into Phantom.
So I think, you know, we have the liquidity side, we have the institutional side, and the culture side is now being formed,
which was my thesis all along. This is going to happen, and this is why it's going to compete
with like Solana this cycle. And you can see, you know, if it's going to get to $75 to $100 per token,
you're going to need the DGEN side to heat up, to have these people using the hyperliquid chip as kind of the way to get more hype.
So you're starting to see it.
I do think Ball Brothers has OKRT.
I think the community and team behind it is legit.
And I could see this kind of being number two behind Hypeos in the future and probably get you some kind of whitelist or future airdrops by just holding the Ball Brothers token similar to Hypeos.
So just all that. I've seen that ecosystem kind of get hit with a lot of grifters too i mean ultimately
being in this you know new and novel ecosystem area that we're in uh we saw it happen with
ordinals we saw it happen on bera right ultimately it was bound to happen on hyperliquid and it'll
continue happen for the end of our days right katana is gonna happen to them and then monad when it happens so anytime there's attention and money
uh the quote-unquote griffs come but eventually you get a handful of good ones that you know
survive all the downpour and the chaos uh this one i pinned up top is getting a little bit of
attention it's called Hype Bows.
Uh, I mean, this just hit nostalgia for me because I used to chunk these motherfuckers, dude, off of the island playing Sonic all day long.
And it sounds bad because they're like little babies, but that's the only way that you could get the badass Sonics, right?
Is if you made them evil and chaos and you threw them off of the island but it's hype boughs
right these are taos are what the actual character is called in the sonic world and um it's from one
of the og sonic games to where you literally used to be able to raise your own character kind of
like a tamagotchi uh so they're playing off of those. Art is somewhat interesting. No information just yet.
But metrics-wise, kind of blowing it out of the water.
And basically, if they follow you, you got whitelist.
So they're slowly starting to cook up.
I've reached out, trying to secure some spots for TDA, the Foundry, etc.
And we'll just kind of go from there.
But yeah, man, since we're on Hyperliquid, these look pretty dope.
And I think these might at least get us some lunch money
when mint time comes.
I agree.
Obviously, the grifts come over,
but out of all those grifts,
there will be a few communities and a few cooks over there.
You know, everybody thought Bitcoin puppets
was never going to be a thing,
and then it was a thing.
And so, like I said,
you already have the hardest part,
which is the liquidity side and the infrastructure side.
The easiest thing to form now is the culture side.
And you're starting to see that.
You're starting to see NFTs.
You're starting to see the culture form right in front of your eyes.
And I do think this is the beginning of it,
especially if you get integration into Phantom.
You're going to have a whole new DGN class of people
now be able to transfer it into their,
transfer their SUE or transfer their soul right into Hyperliquid, which I definitely think will kind of elevate the transactions on HyperEVM.
But what up, Cass? What up, brother? How are we doing?
Doing good, doing good.
I was going to say something about the Bald Brothers, and it was definitely seeing some, a lot of people excited about it and one of the
things that i noticed that was interesting uh is that they have like tokens that were associated
with the the nft so it's like there's like already a contract set up for like a bald token and
basically each like uh nft got like 55k or something like that. I think they move with the NFT even when you sell them on secondary.
So it could be pretty interesting if they do try to do some sort of 404 or whatever it may be.
Is it like a vault?
Like a 6551 where they have the token vaulted inside of it?
Maybe.
I honestly have no idea.
I noticed it, and then I saw a few other tweets about it,
but I haven't seen anything in official senses,
like what it's supposed to be or how it's supposed to work.
It's not tradable now either,
so just kind of one of those speculation aspects.
Is there any token that's associated with Hypeios?
Have you guys done a token yet?
I don't think so, right?
No, no.
Most of the main thing with Hypeios is, like, the only token is Hype.
Like, you know, there's meme coins that a lot of people in the community are pretty, like, bullish on Buddy, Rub, HL.
But, you know, other than that, Hype is like the main token.
But, you know, other than that, Hype is, like, the main token.
You know, meme coins are meme coins, but the whole goal for Hypeos has always been to push just like the hyperliquid ecosystem.
So if this is the case, then Bad Brothers, or Bad Brothers, Bald Brothers would be the first token, NFT token, I guess like meme coin token associated with the NFT token.
I guess that actually has some traction.
I mean, a lot of these NFTs have like 0.5,
0.5 hype point, you know, not even one,
but this one at five is like, it's leading.
I know there's some other ones,
but this would be the very first NFT that actually has an official token
attached to it.
So that is something to also speculate on and know.
I didn't know the contract actually vested these tokens inside the NFT.
That's news to me.
So maybe that's why it's running up.
Maybe it won't ever stop down.
Maybe it will never retrace.
But, I mean, I've seen this enough times.
You know, pre-reveal goes up, goes crazy amount,
and then everybody dumps it because they don't get the rares,
and then you can accumulate like a week later.
We saw with Miglios.
We're going to see it with this one.
I am interested in this.
I'm definitely going to pick one up,
but I feel like I'm a little late right now seeing that five hype.
And I kind of faded it last night at like three hype
because I saw just massive amount of listings just popping up
and everybody trying to get out.
And then I woke up this morning.
It was at like 4.5 and now it's at five.
So I kind of mid-curved it.
Could have bought it at three, could have bought it at four.
And now at five five i'm just saying
okay well i'm interested i'm looking at this i got this bookmarked now i'm just gonna wait for
the reveal and just scoops them up on the floor so that's what i'm gonna do i'll probably pick up
two or three whenever these reveal and i don't even know when they reveal they might reveal in
the middle of the night and i might not even have my chance so that's a little bit on that we got
lord up here too what up lord what up? What up, brother? How we doing?
I'm doing great, bro.
Yes, happy seals.
They got a Telegram sticker pack mint here soon.
In like 20 minutes or so. There was like, I think 189 out of 500 whitelists.
So there's probably some public opportunity there but yeah how much are
they uh they're like 15 tons so like what like 45 bucks or something um but yeah bullish on that
dude uh while i was on a space earlier with those guys i like the sticker packs man i like what
they're doing they got like almost what a billion users on fucking telegram so i know a lot of
people here are like oh fuck telegram blah blah
i'm washed um but whatever fuck those guys you know what i mean i'm bullish dude i saw that i
mean obviously it's a nice way to like do an undercover raise for your protocol but 45 bucks
isn't like a massive raise so it's cool and then these plush pepes complete capitulation on the
fucking on the on get gyms bro these are down to 10k like they were
like 16k just two weeks ago the ton ecosystem kind of topped there a little bit um a lot of
stuff is bleeding out but uh i think that announcement like kind of like that botched
announcement probably fucked a lot of shit up too you know what i mean like the the was the uae
thing where they're like yeah bro i'm telling you that's what yeah they like
they literally got called out as a scam by the the dubai and like the united arab emirates you
know and cz dude he was on that he was like bro this is bad on a comment he was funning crypto
this week dude he's like crypto isn't a place to get rich quick i'm like bro chill out dude like what are you trying
to do capitulate our bags even more you psycho yeah okay okay bear uh it's just fuck all that
bro that's crazy not a place to get rich quick why did everybody come here you know what i'm
saying why did everybody come here bro i don't want to hear that shit he's like it's going to
a million dollars this cycle and then he's like this cycle is lasting for five years i'm like
thanks bro look man i think it's good advice to be like yo dca and the bitcoin but like also you're gonna
gamba and where the else do you get opportunities like this on the planet bro you don't so it is
kind of the place to get rich quick i don't know i hate to tell you but uh it is you're likely
gonna lose it all so just dca and the bitcoin but if you got balls you know try to get rich quick i guess bro i got a free couch this weekend i cleaned it up and sold it for 300 as euphoric
200 i swear to god i was just seeing videos yeah you hit the gary v bro no that's bullish bro
there's a guy that does this shit he goes to like goodwills and he flips that yeah jack jack yeah
yeah bro if i can do do it if you should start a dow where you fucking
do that and then you just buy fucking hype or whatever my my brother-in-law was like dude i'm
getting rid of this couch it's free it's like a section i'm like this is fucking nice dude
you know that's like a real hustle though x like people don't couch flipping yeah free couch
flipping because most people will give the couch away because they don't want to get it out of
their house for anybody out there that needs some extra bread
I'm just put y'all on game. You can get couches for free literally what X said like even though you don't have a brother every day that's available
Motherfuckers just want it out of their house. So you can be like look I'll give 50 bucks and I'll and I'll move it
They'll be like, yeah, that's cool
And then you go sell it for 200 or 100 bucks and then now you're just you got dinner or some shit, you know
So it's very competitive, dude. i have like facebook marketplace on my thing so like free you don't get it this
motherfucker gets inundated with fucking dms like instantly and you like have to have a truck bro if
you don't have a truck you're gonna miss out on these fucking competitive motherfuckers that have
this shit on fucking bookmark and like picking up these couches basically what they do is they
steam clean them they fucking get the fabric
Uh cutters out and make sure there's no holes or any kind of fleece on it
And then they just flip that shit on facebook marketplace for 200 300 dollars
They like yeah, but you're appealing to the wrong crowd, bro
I sit here. I hustle people for the boo-boos, you know what i'm saying?
Because and then with those is the women and then they just come on some crazy shit like yeah i'll give you a hundred
bucks i'm like yo it's it's cost 27 i just wanted 40 she was like oh okay well yeah i'll get two for
a hundred bucks then you know and it's like yeah all day i was just like saying like arf was like
where can you make money like this like i flipped the couch for 200 i was euphoric we make a 200
profit on an nft mint we're like bro fucking
hamburger happy meal my bro it's just like when you're out in real life and you actually flip
something it's way more exciting than on this fucking internet where you're like comparing
pnls with some of the top motherfuckers that are lying on the timeline dude
bro it's watched bro that's what i'm saying this whole space is y'all had a good tweet about this
this morning about how like a lot of people are like shitting on people who work there are you lying bro you know you
didn't read all those words i read the whole thing bro i was talking i was on the phone with
him yesterday bro he wrote a lot of words bro i went through and i'm like i'm gonna have to
bookmark this because it just kept going and going and as you're scrolling i'm like damn bro
did if this is ai and i read it i'm gonna be upset so i needed to ask that's real bro no
like real talk we were like on vc for a while i've known that motherfucker for fucking since i got
here bro we got rugged together and a lot of shit but uh now we were talking yesterday about this
but i was just like a lot of people are like oh bag working is what like they'll just like shit
on you for like working a bag and it's like bro like you guys all came here and worked so many
bags like especially people who were already made
it or and are still just kind of like hanging out and trolling it's like you know what dude
nobody cares bro like and also just forget all these opinions tldr fuck everybody just go work
your bag who gives a fuck you know what i mean that's the basic tldr but he's right and uh yeah
fuck the opinions of others bro higher in my opinion Well what do you think of rocking A pfp is really doing it's it's
Subliminally bad you feel me
Bad working yourself bro
And then you got people ribbit when they get on
The fucking timeline or they fucking come up here and say
Like what do you fucking yeah like we
Didn't give a fuck about that it's always happened dude
It's always what it's ever been we always
Brought up board apes at last cycle because we
Thought they were smart and rich they were
Pumping their bags coming up here on spaces Dude you know what board apes have ugly sticker packs you know
seals have cute sticker packs bro yeah but their sticker packs are actually integrated into their
gain that supposedly come in and like give you some like y'all are both racing for the same thing
who's gonna be first fucking wow that's true yeah i just see OpenSea acquire Rally? I just hope, yeah, yeah. I was going to say
too, I just, on that note,
oh, this is a different blockchain. I was going to talk
abstract, but seals are
monads. Sorry.
Go ahead. Yeah, I'm just OpenSea.
Obviously, my speculation was
like, what more could they do?
Obviously, they maybe didn't get a mobile
wallet, and it looks like they
acquired Rally, which is a pretty
dope little wallet um so you're probably going to see open c you know integrate more token swaps i
do think they see the line in the sand the nft volume is you know kind of dwindling yeah the
next post i posted literally mentions that i saved it for that purpose it said what a wild ride rally will power open see new mobile app later on this year
So spot on you're probably gonna see the token fucking airdrop to your rally wallet, bro
That's wild. It'll be the same probably like the the magic eating rollout, right download the wallet on
Because once again, this is not for us for us bro we are the guinea pigs we are just the
very small bucket of of fries to the the meal that they're trying to eat right so they'll
use these numbers that we produce to then go get some real money and uh then become uh you know
what i'm saying a multi-billion dollar company not off the backs of our little poor crypto selves
but off the backs of rich motherfuckers
who are gonna be like look at we were number one trading in crypto apps or wallets for a week
right or for a month straight on this campaign and so some of these quests are definitely gonna
start now including this mobile centric stuff and i mean you saw magic eden do it you saw blast
attempt it and i mean that, that died, right?
No one won the Tesla.
No one won the hoodies.
The mobile app you downloaded was kind of a fail.
So there's still room in there, kind of that competition range.
And if Phantom never comes with that airdrop, then I mean, it's just OpenSea and Magic Eden once again.
Yeah, it just kind of makes me think that this Open open c airdrop is now pushed back i mean you
look at the badges on the dashboard there's four left so i'm like these badges come out like every
two to three weeks and now i'm seeing like they're looking they're basically doing the magic eden
playbook like they're going to make you integrate your wallets with your wallets that you have all
done with open c and they're going to airdrop it to the magic union wallet and like i do think this gives them time to integrate ordinals i'll possibly get some rune
swapping or some other swapping on the dashboard and so i mean if they're doing the magic even
playbook you you would expect that there would have to be ordinals and soul nft integration
into this before they do their tge who's doing so fun who's gonna help those guys out because I'm full of fucking aura and negative bags
And I can't even list it cuz I have no so fun in my yeah
That was another crazy ass thing, bro. That was the worst rollout. I've ever seen like I get it
Gigi's meant to fire you're facilitating people doing these gases transactions
How the fuck do we interact if you guys
Facilitated all the gas and now I don't have gas to do shit. They just facilitated the mint. They're not facilitating the gas
indefinitely and I don't know how a man that was a
Yeah, like yeah, we're forever where we are the sofa on community shout out to our aura
It is the few and the proud
They cut down nameless to 1500. So there's like eight of them and then the other fucking other down batters. So
Yeah, please lessons
Yeah
Fuck so far, bro
I think that chain like it sucks because two minutes in three minutes in now and the chain is already cooked and
I think that it's gonna I mean, I don't know
You can't even airdrop me to go back because I don't know how to use the airdrop or get the fucking money off
So it's kind of pointless
I'm about to say now we use this as like a use case of other entities and hyping entities are okay
Do they have integration to open C and magic evening if they don't?
No way that anybody's to go buy this on secondary
and the Miner's going to be underwater.
So I just think having the integration in these wallets
on OpenSea and Phantom are kind of the lesson.
Well, I think the biggest red flag is kind of what I mentioned last week
and we still went through with it anyway,
was you're not pushing attention to SoFarm.
They did everything that you could do besides force
people to understand and use the chain, right? I mean, they made it to where you could pay an ETH
from any other EVM capable chain. And then on top of that, if you chose Sofon, they sponsored all
the gas itself. So you didn't even need anything besides going from regular to sofa on eath if you wanted to so the underlying chain the tech the novelty aspect
wasn't highlighted at all in this processor on these mints and now for us it's it's all
shit like the chain the tech the aura, yeah, down bad and cooked.
Right.
But I mean, they're not all connected.
It's just unfortunate that when you put it all like that and you try to make it too easy
for people.
Right.
I get the easiness.
But you also understand that you can't hold my hand the entire time I'm using your chain.
You may be able to do it once or isolated instances or sessions but and
then you limit me from being able to do anything without you being there to say this is okay or
it's not um pinned up to the top I think that we have officially reached a new part of the cycle
low-key I'm probably gonna go buy some uh I, I mean, this is not an endorsement, but after I saw this, I'm gonna go buy some of the Gooner token on Abstract.
Because the ultimate K-pop experience has now came to the biggest consumer chain in the world called Abstract.
You get to collect and vote on your favorite K-pop girl.
Like, little interviews and just straight gooner content top tier so like
i mean yeah this is right next to your pudgy penguin and as you're racing your moody mardness
or whatever it was so i think that this is now i don't know bro but yeah ggs to abstract because
we were like yo what are they gonna do to keep people here? All you got is a casino. They're like, no, no. Casino and women.
Now what?
Now you add booze, bro.
And this is going to be like the spot.
Because you can already live stream and do that, right?
And now you get to America's Idol.
So pinned up top.
What's that?
What was the?
Oh, my bad.
My bad.
No, I was just saying if anyone's interested, it's pinned up top.
It's literally XXX and it's coming soon to Abstract.
It's with a company called Mod House.
Jeez, that's interesting.
What's his name that does the Bossy Bears?
David or what his name is?
He had a cool post about how the Asia influence like american culture is bigger than ever and it has a lot to do
with like uh pop mart and a lot of just like the asian influencers like pushing this that's how
like labubu got hot right and he's just talking about it's not so much that america doesn't have
culture anymore is that that the influence in asia is way greater and it happens through like
brick and mortar at these like trade fight competition are these trade by
Conventions and and like comes through pop art and stuff
So like i'm just thinking like pudgy penguins in general is has a big asian audience
Like could there be one or two influencers in the future?
Talk about this in five to ten years that bring on the on
100% you know what the nut the first move
i would do from luca if this was i and this just happened would be to send a box of pudgy penguin
anything that we find in the fucking warehouse to all of these girls like they all need to get a
care pack immediately within the next week i needed all of them open in a box and you don't
even got to say you need content. You don't say shit.
You say welcome to Abstract and fill it with a bunch of just cute penguin shit.
And you just let life naturally take its course and do nothing.
Don't say shit.
You didn't pay anyone.
You just said welcome to Abstract.
Welcome to Pudgy Penguins.
We're excited to partner with you.
And that's it, bro.
And you literally just let it take its course and it'll it'll catch like wildfire, right?
So it's stuff like that that you're right. I mean, that's how literally
Laboo got this fame right because it's an IP that's been around for years and the way that it did its breakthrough was
Blackpink a k-pop star going showcasing something that she had in her house a character boom
got cool right similar to cause cause kind of had a different kind of lineup just through his own
artist run-up but his actual vinyl toys and all that kind of the way that that caught virality
was through pharrell and bbc and all these young skater culture Early days on, right?
So, yeah Japanese, we just need to pay attention to it
I mean, even style
I know if you guys have seen the wide baggy jeans
With the skeet shirt, the Gumby look
That has been popularized by Japanese denim
And these two Japanese influencers, dude
So, just like style, collectibles
Like the AI robots and like the social,
like the VR, like fangirls that are actually like robots all come from Asia, dude. And so like,
they're getting more and more influence on what's going to happen here in America. And I think if
we can not, you know, I'm not going to spot it, but if we can spot what's being trendy over there
before it comes here, I think maybe it won't directly correlate to crypto.
But you could definitely, you know, like Chief bought Labubus like four months ago.
Now they're up like 200x.
So there are opportunities to make money if you could spot like the trends over there in Asia before they hit America and mainland.
And then pinned up top is just there's going to be a flash badge.
So for those of you guys that are collecting badges or they're in the XP grind,
all the information is pinned up top, right?
Partnering with the parent company of Mod House and the one that's doing this new K-pop, you know, experience,
I guess you'd call it, or experiment.
So all the information is pinned up there.
How to get your limited edition object and then your object which is the mint
that's through them will then qualify you for a flash badge on your abstract portal okay so all
that's up there for those of you guys that are doing the abstract side of things collecting the
badges uh and just going through that whole nine. Is there anything happening on Bitcoin?
All kinds that I'm missing.
I haven't really tapped in recently.
Our chief, I know we had a collaboration with that not Bitcoin.
Yeah, they did their price.
So I'll post that up to the top.
0.000888.
So it looks pretty dope.
Once again, it's just artwork.
No promises, no nothing like that. Stick stick figure kind of hand-drawn art itself
all unique all one-on-ones
And it is a small collection, right? It's a collection of a hundred and ninety
So I think we got a good amount of spots
I think like 10 or 15 spots for the foundry and everything like that
So just make sure you guys checked out the raffles a good amount of spots i think like 10 or 15 spots uh for the foundry and everything like that so
just make sure you guys checked out the raffles uh and are constantly checking out the raffles
page in there right because uh trill and pog are cooking so and then on the bitcoin side of things
too we also have um apostles coming out with uh group five so this is a another kind of invite
only art collective um buy the piece if you like it
it's not hey i'm gonna go flip it tomorrow maybe i mean if he if he dies or if something happens
the artwork will gain legacy etc don't wish that on anyone but point of it being is buy it if you
like the art he's been cooking on soul and then moved on to Bitcoin for years now. So I own one from the
last group and he's doing group five. It is invite only. So you got to reach out to him directly if
you want. Or there's other people that are inside the TDA community that could facilitate an intro.
And it's first come, first serve. So if you see one of the one of ones you actually like,
then you have to reach out and choose it before someone else does.
Lord, have you stumbled on anything in the trenches?
I mean, all kinds, why?
Or anything that we've been missing over the past two weeks?
Dude, all kinds have been fucking cooked.
I'm not going to lie.
At least as far as volume goes,
there was some Milady Love Bomb mint that was like whatever.
I think that's like 60K.
It's not great. Joe, uh ordinal's joe whatever he's he's doing like these fine pepes it's actually really cool you
like draw your own little pepe and then uh you get whitelist that way i think that's pretty dope
um bitcoin puppets there's like a kind of a fundraiser mint but they're getting a
rally car basically yeah i got that posted up to the top yeah so i'm bullish on that if you're down
there and you're in the fucking bitcoin ordinal space or if you work at a fucking company in
ordinals or whatever and you haven't minted that thing fucking do it dude i can't believe that
shit's not minted out yet i'm not gonna lie um you guys are washed but yeah like mint that shit out bro there's
gonna be a fucking bitcoin puppets rally cards lit um but yeah as far as like new mints or
something they're like opportunities or dejun shit i don't really know bro i think it's just
like still just kind of buy the bottom of a lot of these assets and wait for like alt season um
but like yeah new mints that are like kind of hyped. I don't know. I'm not really looking I like to find pepe's thing though, bro
There's just always bullshit, right? And I mean this is as someone who's who's been here doing this shit for a while
Bro for not going on three years
Just dumping and buying sats and collecting sats in different ways, right? Uh, we're just going through bullshit
Yeah, I mean yes, that's bro. And like I think it's a you know, I I think I think runes are just getting to that point where that's where I'm gonna just start recommending
I mean we highlighted that what don't avoid bright lights. We've highlighted any moves
We've highlighted a handful of mints over these last just let's just say a couple weeks or months in the space that were
They've appeared to bring some type of excitement some type of fun just
being fucking genuine right and then a lot of them have just turned out to be just blatant grifts
yeah not even like well done or or thought out or intentional or anything like that the don't
avoid bright lights they're having some crazy uh fud going on right now and I know a lot of, I mean, I swept the floor on those,
just trying to support artists and fuck with people.
Right.
And same thing, 17% is still stuck in like the creator's wallet.
There's about 50% that never got minted out, but a front end error.
And you're just seeing all these things that occur that at the end of the day,
it's like at this this point, by established
projects, not to say that new ones don't deserve a chance, but if there's no new novelty,
the chances of you finding that many people in ordinals that one, aren't cynically down bad,
and two, are willing to continue experimenting at this late in the stage with the same shit,
are probably similar to none, none right i think that the
alakines the brc 2.0 stuff is a little interesting because you're starting to try to use new tech
or matter protocols cool granted something more than just uh a gold plate right or selling gold
coins but now it's getting to that point of if i'm gonna buy gold then i'm gonna go buy gold from
the gold dealer rather than go sit for it on the timeline
and try to hope to you know hit a plate or anything in that nature yeah i think the gold
line or the silver lining here is that you can use that new utx tool uh to reclaim your sats when
they go to zero and actually you know it isn't actually zero because not anymore you can to a
certain extent but because of updates in the protocol the padding is a lot less
Early days on we used to pad
Inscriptions and UTXOs with a lot of extra sats
Now it's very very minimal and you'll just get a lot less than you would then then you I or any of us that were here for the
Original run, right? I do want to sum it up. There are a couple things that are going on though
Adderall's has a new InfoFi protocol going on. Now that you have this ability for smart contracts and just multi-leveled or layered experiments on Bitcoin or through Bitcoin VMs, however you see it, you're starting to get now InfoFi or some type of gamification.
We saw that with Myst, with BunZee and Hash, etc.
And then now you saw Adderall's doing this.
This is with and from Tom Riddle.
These minted last week. We're sitting at probably about $30 and have since 2-3x'd just because of this new SocialFi experiment.
So you can go to the page
up top if you have any of these log in daily farm some points um and in a sense farm the protocol
itself right and then lastly there was one that's uh i think it's called brc um it's an airdrop that
people are suspecting that's going to be going on right now
um give me one quick second rocky posted about it earlier but um yeah you go over there you input and i would suggest everyone just register right log your address in their back end and then in their
database it's not necessarily like you have to click register or something happens to you
necessarily like you have to click register or something happens to you but it's brc stones let
me see brc stones yeah bullish i'm definitely gonna do that uh i can't find the the actual
page so i'm gonna just post rocky's thing uh you can go to the web page there you don't have to
connect your wallet you don't have to do anything like that but it's literally called brc stones right just input your wallet to register it and it'll just show you
where you are and how much of this supposed airdrop you're supposed to you're uh gonna
receive or could receive right so i'll post that up to the top for you guys to check it out just
go to the website itself.
No wallet connect.
Put in your taproot and just see how much of the airdrop you qualify for.
Yeah, I think it's cool as fuck.
That's one of those things probably keep an eye out.
There's a lot of ruggy shit, dude.
It's just like you said, bro.
It's just like any other chain, by the way.
People realize they could try to make some money. And right now right now we have like one of the lowest volume situations we've had over
there.
So it's like any rug doesn't end up doing well.
That's even like real projects with like cool people.
And I'm not doing my best suggestion is just like buy shit.
That's fucking,
you know,
proven that's down and then wait or like buy art you like or support
people in the space you like.
And when volume volume comes back, I like. And, uh, when value,
volume comes back,
I'm sure that'll pay,
you know,
very well ROI perspective wise,
but like short little fucking fun,
fucking blah, blah,
blah minutes.
We all know where that works.
It's where there's volume,
you know?
So the way that I look at ordinals and runes right now,
or fuck runes,
ordinals and fungibles,
just like fucking buy what you like.
You know what I mean?
If it's,
if it's proven and,
or if it's an artist that you want to support and then don't expect fucking anything right um that's kind of
the move over there in my opinion i don't really care about these hyped fucking whatever that
isn't really hyped and it's a bodded account like many such cases bro i constantly have people send
me is this a good mint no it's not a good mint it's fucking garbage okay so i i don't know what
to tell you it just is what it is there's plenty of good projects. It's fucking garbage. Okay. So I don't know what to tell you. It just is what it is. There's plenty of good projects there.
Buy those and have some fucking patience is the way I look at that whole ecosystem right
now to be real.
But you know, uh, puppets on a rally car.
We need everybody to fucking buy that shit.
I can't believe it's not minted out.
I'm not going to lie.
It's fucking embarrassing.
We have experts.
We have liquidium.
We have fucking Udi raising millions and you guys can't support a fucking
rally car getting wrapped in fucking ordinals bro um if anybody's listening from any of these teams
go to ordx and fucking mint that shit out all right and if you're not on a team or whatever
go mint one or at least fucking give the thing a retweet um embarrassing not gonna lie dude i'm
i'm fucking shocked that it's not sold out already it's fucking super cool
bitcoin magazine is working with like hills and like they're doing a lot of fucking work they're
putting in work bruv so yeah showing some support to them is all i would recommend right now fuck
all the projects and the hyped mints go support the projects actually working for the whole ecosystem
trying to get some fucking exposure on this shit um it's gonna be all it's gonna be on live tv by
the way like nationwide and it's a fucking like month-long thing with like multiple races and shit it's
really fucking cool so that's what i would say other than that support artists and shit
other than that dude fuck the hype shit go somewhere where there's fucking volume bro
you just said hype and phantom just announced seven minutes ago phantom perps go long and short
with the just few taps 100
markets up to 40x leverage all in your pocket powered by hyper liquid y'all are gonna get
rinsed what could go wrong y'all are gonna get fucking rinsed on these perps i can't wait
let's give 40x long to all the degenerates on phantom bro let's go bro oh yeah they're gonna
make so much fucking money bro off people getting red. I can't wait to see it.
But, yeah, hopefully you do a good job.
Don't go crazy.
Perps are the devil.
But I love them.
But, yeah.
Getting started with perps is simple.
Add funds, pick a market, open a position.
We'll be rolling out perps to eligible users over the coming weeks.
You'll see the following banner once you have access.
Our mission is to make crypto easy to use and wreck all our participants. So anybody can trade like a pro, learn more here.
So do not do 40X leverage, guys, with your fucking fart coin. I'm just telling you,
just like stay three. I know none of you guys leverage trades. Stay like two to three X.
put it on like big positions that have a lot of liquidity like ethereum and bitcoin and you
Put it on like big positions that have a lot of liquidity like Ethereum and Bitcoin,
should be fine dude so definitely interesting interesting time to be in the market i think i
have three things that i got pinned over which is fine just some things that i'm looking at
there's a new uh yap uh kato thing i guess it's backed by kato maybe it's social data's by kato
but it's called yarm a yarm ai your voice becomes your yield, powered by...
I hope you've got fucking lame-ass names.
Yappio, Yarm.
Yarm.
They're running out of names, bro.
They're running out of names at this point.
They don't know what the fuck to do anymore.
Yeah, it's powered by Midos.org,
which is the network of programmability liquidity
and KatoAI social data.
So basically, time to utilize yapping to enhance liquidity opportunities.
We're focusing on utility, not random noise on the timeline,
supplementing liquidity with additional mindshare to create value.
So, Vyarm.
That's kind of a new thing that got a lot of following yesterday.
Possibly keep your eye on that.
We have a new game called Addicted.Fun by the Pandemic team over on base.
But this one's going to be on Solana.
So they're actually figuring out that there's no DGens over on base and other games will actually work.
So they're going to try their game over on Solana.
It's the first fully on-chain drug-dealing game.
Labs are limited. Join the line Addicted.Fun.
Every meme coin game ends in the same.
Bots win. Real players get wrecked.
Socialify 2.0 is the solution.
The biggest ever simulated game is coming to Solana.
And the last one is Kite AI.
They basically did a stealth mint yesterday
with anybody that interacted with their testnet.
It's on ETH.
This is an AVAX subnet similar to Tau.
Super bullish on this one. The founders are on the AI board of AVAX. They basically did this stealth at 10 o'clock yesterday. There's only 2,000 of these. Just like Ethos, just like Cato. People are starting to launch NFTs as kind of passports for the airdrop and multipliers.
Cato is probably in seventh or eighth month of their testnet farming.
The rumor is that these are going to be some kind of airdrop or some kind of multiplier for the airdrop when it comes out in the upcoming months.
So these were minted for free.
There's only 2,000 of them.
Give them the testnet holders.
They are sitting at 0.11.
So right where I bought it on secondary, about 300 bucks.
When information comes out that these are going to be added as airdrop vessels,
I do think these kind of can run up too.
So just wanted to bring those up.
That's all I found.
We have Allison up here.
She doesn't come up here for no reason.
Drop the alpha girl.
What's up?
Hey, what's up?
I don't really know if this is Alpha, but you mentioned that perp something, something.
I saw, I think it was Tyler shared it earlier, but there's something called AVO.
Has anyone heard of this?
Oh, yeah.
I got it pinned up top.
Those are the last two things I was going to talk about.
Yeah.
Go ahead. has anyone heard of this oh yeah i got it pinned up top those are the last two things i was going to talk about yeah go ahead oh yeah you can now go 1000x on your favorite stock because
i mean what could go wrong there um it looks like you can start with coinbase robin hood and circle uh more pairs are coming soon and the market mirrors like the tradify
market so it'll be live during us hours and all positions will auto close at the end of each
trading session i don't know uh first 100 people get a deposit match up for 50 dollars
Um, but I guess it's already pinned. So sorry. I didn't see you pinned it to you
um but i guess it's already pinned so sorry i didn't see you pinned it to you
No, I just pinned it right now to basically finish this up. So
Did you sign up for it? No, I haven't yet. I
Found it right before the show and I was just gonna bring it up, but they already have a token
They do have a leaderboard
first person on the leaderboard or first position is
only about four thousand dollars in profit
for i mean leverage that's like pennies right really not much um so just check that out if
you guys do want to participate and the market's fucking sending bro eth just literally printed
the craziest candle right now uh the five-minute chart we
went any news I haven't none of the no no I mean my notifications say anything
which is interesting but yeah we went basically from 25 90 to 26 six so almost
up about 20 to 30 bucks and then let me pull up the bitcoin chart
bitcoin chart has a beautiful green dildo too so no short squeeze but yeah something's a little
coming up uh yeah the liquidity zones we're looking at roughly about uh 109 right above 109
uh had a lot of liquidity just sitting there and then I think it like topped out at 111 or something.
So I just had to look at a heat map again.
But last time I checked.
And then lastly, too, Allison covered the AVO one.
And Cato season two to just double down on what Expressa was saying.
Cato's finishing up quarter two and going into season two of the airdrop right in quarter three of the year
uh i've seen a lot of people double down on their staking positions i've seen a lot of people try
to position themselves for more yaps right bigger threads etc so just check that out if you're
doing because they're consistently also trying to battle ai and just this whole AI slop, so to speak.
More to the point of even changing core dynamics, right?
Vader points, well, staking Vader, earning virgin points and virtual points, right?
Is just the kind of loop through all of this.
Similar to Kato, it uses ai to filter what you're talking about
and how you get engagement behind it well virgin uh points are now capped from those that stake
vader so before you could stake 10k vader uh talk about it on the timeline if your post went viral
whatever it is people were raking in to 10, 20,000 points a day,
right? Depending on how viral they went or, you know, 100,000 points a week. And then that makes
a massive difference when you're bidding on new agents, right? So Cato made changes over the last
week going into this new quarter three and this new season two that you can't talk about being on the leaderboard.
You can't talk about prizes that are coming up, right?
Vader did the same changes using their AI algorithm and now also are putting a cap.
So saying this, crossing, basically doing a crossover for you guys to just say
that if you're on the virtual side of things or the Kato side of things, realize that it's a very limited time until they kind of
balance this out, right? So if you want to double down, double down now, take advantage of it now
because the algorithms are all changing. And as we learn how to deal with this AI and identify it a
little bit more, the ability to make free money is just going to start to dwindle right so all the information is pinned up at the top if you're making mad money
through virtual staking or vader staking just check out the changes because it's almost every
day that some new uh basically a debuff or a buff to the algorithms coming out Go ahead, Allison.
I just want to say really quick about the market.
I see like eight minutes ago an account tweeted that Trump has said they're going to be announcing semiconductor tariffs and they're also considering 200% tariffs on pharma.
I'm assuming like big pharma, anything that they're importing.
Great.
Lovely. That's not great. That's awesome awesome i can't wait for more tariffs great it's now now it's the point where he announced his stuff and
like it's already priced in and the market moves up i don't know if there's like insider trading
because if that was announced and we just ripped up it felt like that announcement was already
priced in because that's why we were down at those levels this morning every time i see a tariff dump you know what i see blackrock bought bitcoin a couple hours later it's just
shocking how that works brother is they're gonna use all their tools bro they're gonna use all
their tools that they have available to basically flood the price to get them to accumulate more
bro you don't think blackrock has trump's wires tapped and understands what he's gonna tweet
before he tweets it bro trump's got blackrock on speed dial bro i don't want toRock has Trump's wires tapped and understands what he's going to tweet before he tweets it, bro?
Trump's got BlackRock on speed dial, bro.
I don't want to hear it.
It's crazy.
So, yeah, we were playing with the big boys now, and they have the power of the media to manipulate minds.
So you're going to get scared out, and BlackRock's just going to buy the bottom every fucking time.
So it's a fun time.
You know, crypto was decentralized.
Now it's in fucking BlackRock's hand.
Perfect.
I think the last thing was we had KB on here a while. She works for Kuru.
They just got an announcement of an 11 million series in a round by Paradigm.
So just kind of confirms that there will be an airdrop backed by one of the biggest VCs in the space, have great market makers. And they posted this morning,
clob's not finished. So if you guys know what
the word clob means, it's centralized order limit books, which is basically what Hyperliquid is. So
it looks like you're going to get leverage trading on Kuru here relatively soon, which that's just
what we need is another clob. But just kind of backing the fact that we've been talking about
Kuru as kind of the main decks on Monad. Now, Paradigmigm agrees with us, and obviously we've been farming this for a little while.
I know some mind shares got off it.
People probably quit,
but I have been collecting eggs over there,
and if there is going to be a token that pumps the Valhalla,
it's probably going to be Kuru out of all of them
because the dexes always pump the hardest on some of these chains.
So I wanted to bring that up.
It was the kind of last thing I had.
I'll leave it here for Chief to end it.
I will see you guys tomorrow,
and I will see you guys in the Foundry. i appreciate everybody that came up shared everybody that helped the
conversation go um do this tuesday through saturday right 11 till about 12 12 30 central
after the show is over there'll be a thread that comes out it includes everything that we talked
about up top it's done by the one and only Allison.
If you guys could give some love, likes, retweets, comments, bookmarks, right? All that stuff is free.
She does it for free. So it also helps the engagement and also shows a little bit of validity and appreciation for what she does for us, right? Everybody that came up and helped time
go by means a lot. Stage is always open. Catch you guys in the foundry and see you guys tomorrow it's tda or stay poor y'all have a good
one guys Thank you.
