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THE DAILY ALPHA♻️
Recorded: Jan. 16, 2025 Duration: 1:42:21Space Recording
Full Transcription
What's up, what's up, what's up?
Welcome back, guys.
Welcome back.
I guess welcome me back.
First time on the show in like a week or so.
So we appreciate you guys stopping by, have a notification set, like and tweet the space,
best way to show support.
People like me listen to recordings on days that I'm not here.
So if you could do that, if people are doing that, appreciate you for doing that.
And we see it, too.
I mean, I was even talking to you about that.
There's always a group of people that do likes and retweets on the thread in the space at
the afternoon time for us or for me.
And it's, you know, I've reached out to a couple of people and just, you know, try to
see who they are, add them to the community.
And we're going to, you know, get them in the group chats, even if they can't talk too
much.
It's I mean, we know we have people in different time zones and that can't catch the show right
when it's live.
So appreciate you guys.
Right.
We see you guys, too.
We show you love and unfortunately, we're not around at the same time, but just wanted
to make sure that, you know, you're seen and you're loved on, too.
So 100 percent.
Yeah.
And so the reason why I haven't been here, you guys all know that it snowed here in the
Midwest and in the city, St. Louis City, they do not plow the side streets.
So it has been 10 days since it snowed and that snow has been packed down.
It's been melted and then refroze.
So the whole area is basically three inches of ice and we've attempted, you know, the
more and more we get here and the more it melted, it just becomes a bigger, bigger issue.
And yesterday, kind of the last straw, we're so far behind, we have like 250 stops and I'm
not getting done till five o'clock.
And yesterday, you know, I've been working there for 20 years, never got in an accident
and I side swiped a mirror off a car because of the ice kind of pushing me into the car.
And basically, my contractor was like, yo, if he's getting in accidents, we're just going
to shut down the whole zip code.
So the whole zip code that we're doing is not delivering packages for the time being until
they figure out the streets and we're getting the snow melted and we're getting 40 degrees
and then rain tomorrow, then it's back to 19 degrees.
So pretty sure we're going to be backed up for probably the next two to three weeks.
And I'm not working.
And I have PTO that I'm using right now.
And I'm at the point where I'm just like, I don't even feel like going back and doing
that job.
So I'm at the precipice of here deciding, you know, if I'm ever going back to FedEx or
I'm just going to do this Web3 altogether because we're at like this point in the market
where I'm not going to be able like it's it's moving pretty fast pace.
If you guys understand in the more and more I have to focus on this job, the less and
less I feel like I'm in tapped with this market.
And I feel like from now until March or April, where I would be able to use this PTO and then
be able to quit.
I feel like there'll be a lot of opportunities I missed based off being like balls to the
wall working at this job.
And I really don't have a lot of time if I'm doing this job to actually do a lot of research
and I feel like I'm falling more and more behind.
So that could have been the last time you ever saw espresso on a truck.
Just to be completely honest, that could have been the last.
I'm pretty sure I'm going to try to maybe finagle my my contractor to maybe give me
another week of PTO and then quit on them.
But, you know, if it doesn't work out, I can always go back to FedEx at another contractor.
But that's kind of what's going on right now.
Me and Chief have been talking about this, me going full time and betting on myself and
betting on the TDA. And I think we finally got to that point and no better time to do
that when we're about to get all this crypto bullish news.
So that's what's happening.
That's why I haven't been here.
I feel kind of like you guys could help me.
I feel, you know, I've been really concentrated on my job and being a dad and kind of being
a little tapped out and burnt out for my job and all the adrenaline rush that it takes
to actually deliver in that kind of snow where you constantly feel like you're in an accident.
So I feel like you guys could help me out in the next few days of giving back on the
train and just getting the alpha going.
And what I've noticed listening to the spaces while I'm not here is there's a lot more community
effort.
That's ultimately what I really like about what I wanted this space to be is this is a community
of people we built the past three years.
This isn't just about me and Chief up here talking about what we're interested in.
We have a lot of blind spots.
We're concentrating on different sectors.
This is about the community of 100.
We have 11,000, almost 12,000 followers on the daily alpha account.
The group chat has over 150 people.
This isn't just about me and Chief.
This is about the whole community coming together and finding those places where we do have blind
spots and bringing awareness.
So if someone like me that's tapped out or missed, we can catch up easily and then take
advantage of those situations.
So I really have a lot of examples of that too, right?
I mean, and ultimately like group effort, right?
So first and foremost, appreciate everybody.
I mean, even just talks like this is only possible because of what we do here and you guys showing
up and trying to learn and contribute.
But secondly, on that note too, it's the blind spots, right?
Talking about that.
I mean, you guys saw we rewarded everybody that was in a sense early to Barra kind of
in the TDA crew, right?
Those were the first three heads that were put together on the ground and kind of just
pushing the narrative forward while we were focused on different opportunities like on
Bitcoin and some on Solana and stuff like that, right?
Or different farming ops.
So having that and then, you know, that constant reminder of, hey, maybe you should check this
out, right?
Like it texts all my boxes, but maybe it doesn't check yours or what do you think and kind of
just grow and be able to bounce ideas off.
And now here we are basically with our foot in the door with, I guess you could call it
a handful of the Barra chains like blue chips, right?
The same thing is somewhat setting up for abstract and monad.
So it really comes, I mean, we're really doing the catch up and ultimately we have different
parameters of how we do research and how we find opportunities, but the having the ear
to the ground comes from listening to people in the community, right?
So just appreciate you guys in that sense.
And all of this really just stems back to full circle, right?
Contribution circle.
So, yep.
So stress espresso.
I know you guys love him.
He's going to be less stressed now.
The blood pressure is lowered.
I know that, you know, tout's like, I fucking hate you when you're at your house.
You sound like a little whiny bitch.
Like go back to your truck.
We like stressed espresso.
Well, I'm going to try to keep the energy up while I'm here.
And I understand like, I'd probably sound a little different not being on a truck, but
this is going to be the new norm.
We're going to bet on ourselves in 2025.
And we're going to see if we can create generational wealth for the daily alpha, but are for our
bloodlines.
So we'll see how it goes.
We appreciate everybody that supported and helped out.
This isn't going to be an easy, you know, choose your heart.
So this is going to be something that it's going to be a group effort.
And we're going to try to figure this out.
And so appreciate you all.
We've got Gambler up right here.
We've got Josh up here.
We've got Bad Brothers up.
We've got Trill.
We've got Elmi, which is fucking OG, OG.
Want to say what's up to you guys.
And then we'll get into the macro.
A bunch of shit popping off this morning.
Lots of big stuff's going to happen tomorrow.
So what's up, Gambler?
What's up, bro?
Yo, X, bro.
Good to have you back.
Chief and Trill and all the homies held the shit down, as usual.
We already know.
I want to go on record real quick and say that I disagree with Toot.
Not the first time.
Probably won't be the last.
Much I love him.
My favorite espresso is Sunday Morning Expresso.
I like Sunday Morning Expresso.
He hops into the TDA chat.
He tells us he's watching football.
He tells us he's mowing the lawn.
And he sounds like he says that's his favorite day.
So that's my favorite espresso.
I love to hear that, you know, whether this is your last time on the truck or not.
Hopefully we can get more of those Sunday Morning Expressos, whether it's Sunday Morning or not.
And, you know, you're not just betting on yourself, man.
A lot of us are betting on you, too.
You know, you and chief.
And that gives us, you know, motivation and drive to believe in ourselves, too, as corny as that sounds.
So shout out to you, X.
Fucking TDA, stay poor and fucking higher.
Yes, sir.
You're getting a lot more Sunday Expresso's because that's when I have my day off.
And then now I basically have my day off every day of the week.
So you're going to get a lot more of me, a lot more typed, a lot more annoying.
So if you didn't like me, well, too bad.
You're going to like me because I'm going to be around typing a lot more.
That's the one thing why I built it.
That's the reason why the Daily Alka was created because I had a lot of time to talk.
This was during 2021 where we had the VC meta and NFTs where you're in the VC.
You talked a lot.
You got whitelists.
And while I was in there, I was like, why don't I just do spaces, dude?
I could probably create a lot more opportunities than talking to all these fucking fake motherfuckers trying to twerk for whitelists.
And that was the reason why I created because I have a lot of time on the truck by myself to talk, but not a lot of time to text in the group chat.
Now that I'm here off the truck, I have a lot more time to text.
So, yeah, get used to me, DM you, being annoying, being in the group chat, yelling at you, kicking people out of the group chat.
So, yeah, I'm back.
I don't even know if I ever left.
But, yeah, there's a new expression that's coming around the corner.
And I don't know if you'll like it or not, but you're going to get used to it.
Dead ass.
All right.
Let's keep it going.
We got macro going.
We want to say something, Josh, before we move on.
What's up, bro?
Yo, GM, GM.
Shout out to y'all.
Y'all been holding it down.
You know, TDA last year, ordinals and booms changed my fucking life.
I'll do anything for TDA.
TDA needs anything from me.
I'm here.
I'm one D in the way.
You want me to fuck somebody up?
You want me to go scam somebody?
You want me to go buy 50% of the pump on and nuke it on someone's head?
You know, I'm here.
I'm here.
But, especially, congratulations on, you know, not fucking having to try to suck every day.
And, by the way, my favorite of special is the one that made those funny-ass videos.
You know, when you're, like, mowing the lawn and you, like, make those fucking...
That's my favorite of special.
I'm coming.
I'm coming with more video content.
It's coming.
Let's fucking go, bro.
Let's go.
Also, yeah, go ahead.
How do you like the puppet?
Yeah, it's cute, bro.
I don't know if you...
You fit right in with the puppets, bro.
I'm just going to be completely honest.
I prefer you a puppet than a D-God, 10 out of 9, 9 out of 10.
He just called you super gay.
Yeah, a puppet looks great on you.
He doesn't look cute, though.
Yeah.
Yeah.
What up, bad brothers?
What's up, bro?
How are you, man?
No, yeah.
I mean, I'm just a little disappointed you're getting off the truck.
I was hoping, like, I would hear a dog attack you one day or something.
But, you know, I mean, we can't get everything we want in life, so...
Well, you could have heard me yesterday cussing myself out after I ran, just smoked a fucking car, dude.
Like, it was pretty...
It was not great.
So, I mean, I'm glad that I'm here.
This is what I've always wanted.
So, we'll try to make it work.
I know you took...
Went full-time in May, and it's been kind of rough.
But you survived, and I feel like it's just, you know, you got to bet...
You got to do it, and you got to choose your heart.
And this is going to be hard, but, you know, so it was on the truck.
So, I think we got to work.
Yo, and then just one thing.
I mean, like, I think that this is what made it easier for me when kind of fucking I did a while back.
But, yo, you spend...
We spend thousands of dollars supporting random MFers that we don't even fucking know,
and hope them to show up and work for our bags.
Why the fuck aren't you investing two times as much into yourself?
And knowing that you're going to show up, knowing you have full control of how long you're online,
and what you produce or what you don't.
So, it's just one of...
It's a mind shift.
Like, it's a mindset shift.
But once it happens, and you realize that it's like,
Dude, I've been nothing but betting on motherfuckers for years.
I mean, I know what to do.
I know what not to do.
So, who better to bet on than myself?
So, in a sense, I mean, you already know how I stand on this, and, you know, all that.
So, anyway, we'll just keep the ball going.
Appreciate everybody.
And, I mean, in reality, all of this is only possible because you guys come out.
You guys show us some love, and we're only going to continue to scale this out and, you know, get a little louder in 2025.
I mean, in that sense, we've been cooking, but a lot of you guys like to keep that to yourself, and that's cool.
But, I mean, it's coming time to where you've got to share where you're getting some of the sauce
and allow people to get these opportunities because no more free lunch, right?
I mean, you're not out here.
You're not producing.
There's people out here, and y'all saw it live as well, that are hungry and that want a seat at the table.
Too many of you guys are worried about what we're serving and losing sight that you actually have a chair.
Well, no more chairs, no more food, go hunt, or get replaced.
Deadass.
That's why he's my co-host.
He always says it better than I could.
But let's get to Esquire, Elmi, Trill, and then we'll move it forward.
We've got macro shit to talk about.
Last thing you guys probably the face wants to hear and listeners is us talk about ourselves.
So, what up, Esquire?
I know your streets are shit.
That's what you get for being in the city.
It's a complete fucking catastrophe.
Democrat ran St. Louis.
Fucking can't fucking plow streets in 2025.
So, GGs, need a move.
Get out of the city.
It's a fucking shit show.
Go ahead, Esquire.
Yeah, bro.
Listen, I had the amount of ice in my alley to get out of my parking pad is insane.
So, I imagine it was just shit.
The garbage hasn't been picked up in three fucking weeks, my guy.
It's nothing but ice.
It's fucking...
I had to literally chisel my car out because all the snow...
There's no sunshine in the back.
But they're at City Hall last night talking about, oh, we're going to get smaller plows
and we're going to figure this out in 2026.
I played football in Iowa, so I know how snow works.
It doesn't bother me, but everybody else in the city is fucking crazy.
But while we're on the circle, jerk, I just want to tell you guys I fucking love you.
You guys know that.
And I'm proud of you because, you know, it's not easy to go do your own thing.
I don't think people really understand until you jump and take a fucking risk.
And it's fucking...
I mean, it's stressful.
It's a different kind of stress.
The choose your hard thing is absolutely it.
But it's like if you stay in the pocket and you fucking grind, eventually you'll make it what it is.
And you're going to take some L's and it's going to be hard.
But, you know, for you to dive into something you're passionate about, then it doesn't feel like work every day.
And every day you wake up fucking motivated to come get after it.
So really, really proud of you for making the move, bro.
Sad I won't see you.
Not that I've ever seen you rolling around my streets.
But knowing that you're around here in the city, not going to see you around.
But maybe I'll come out to fucking boondocks and see you one of these days.
But shout out.
Shout out to you for making the move, brother.
Appreciate you, Esquire.
Yeah, Esquire knows about it.
He lives in the city.
It's a shithole.
But let's move forward.
Let's move forward.
And a lot of stuff was happening yesterday with Trump talking about creating American First Strategic Reserve,
which would prioritize coin founded in the U.S. such as Solon XRP.
And a lot of people are taking this and running with it.
And one of you guys know there are more coins than just Solon XRP that are American made.
And this has to do with the ISO 20022 thing.
And there's possibly going to be some tax exemptions for these American-based companies.
We had Eric Trump on the 10th of December.
I pinned it up from Sean Sully saying he basically confirmed,
Eric Trump confirms President Trump plans to make American cryptocurrency such as ALGA,
ADA, XRP, and HBAR tax-free.
I was the first public source of this story and reported on it.
I will put non-American crypto at a minus 37% tax advantage.
So we're going to get on the first day of Trump's on the 20th.
And he's going to do a bunch of executive orders.
I think he's going to free Ross day one.
And I think we're just going to get a barrage.
Fucking better.
A barrage of just...
We're in a bull market.
And the bull market moves with posts.
And in the first 100 days, you're just going to get...
Every day you're going to wake up and there's going to be a new handcuff taking off crypto in America.
And their main goal right now is to make America competitive with the world.
This isn't no half-ass, putting my foot, you know, putting my pinky toe in and getting the feel of this.
They're trying to be competitive with Lisbon, Spain, Dubai.
And you're going to see some shit that you probably haven't seen rolled out in America.
And I feel like it's going to pump the shit out of price.
But here is a list of some of these altcoins that are not on the list that are American-based.
So, rumors of the U.S. altcoin strategic reserve are sparking excitement.
That could spotlight U.S. connected tokens with strong fundamentals.
Here's 14 high-cap altcoins that might benefit.
You have XRP, which is an OG cross-border payments.
We have XLM, which is Stellar's, is focused on remittance.
You have Sol, we know that.
AVAX offers fast finality subnets and is big in gaming.
We have HBAR, it's enterprise trade, GLT backed by the U.S.-based government council.
We have Algorand, which is a blockchain, is fast, scalable, and secure with strong times
to the U.S. through its Boston-based foundation.
You have Aptos, which is developed by X Meta Engineers.
You have Sui, which is focused on simplicity and user, also by the Meta Engineers.
You have Render, which has been integrated into some Apple products.
They're in decentralized GPUs.
You have ICP, which is an internet computer.
You have Flow blockchain.
You have Ondo, you have Litecoin, you have The Graph.
And those are 14 of the other altcoins that, if this does take place, could possibly see
a pump.
I know a lot of people are looking at XRP and Sui and those.
But just going down that list, you could probably find some hidden gems there that possibly could
be under the radar and pump too.
So just went into, you know, that's first of what's going on.
And then we've already talked about how Trump might have to put an executive order into
states.
So they're not ran by the states.
We already have, I think there's maybe 10 to 14 states that have done this.
But Oklahoma has basically, is the first here, and his house just introduced the Strategic
Bitcoin Reserve Act, letting state funds allocate since their assets on Bitcoin is a huge inflation.
Rep Cody Maynard says Bitcoin is freedom from bureaucrats printing away our purchasing power.
So it looks like if they don't do an executive order in the first day to eliminate states
from front-running them, Oklahoma is going to be the first one to do this.
So, and then there's a bunch of stuff about, you know, Gary Gensler and the Democrats are
doing their last rounds of fucking shit up.
I thought some SEC cases on Ripple and shit like that.
And Trump said-
And all the states, too, are moving full.
I mean, Texas as well, you have the Oklahoma one up there that you wrote, and then Texas
just went backdoor, and they already have legislation, I think, in the hands, right?
I think they're the first ones to get in people's hands.
Yeah, you're going to have like Idaho, you're going to have Florida, you're going to have
Alabama, you're going to have a bunch of states that are going to go.
New Hampshire announced last week as well, I think.
There you go.
So yeah, if we don't get an executive order basically halting that, they're definitely going
to start possibly buying Bitcoin on day one.
I don't think they can do it.
I mean, they can't really halt that.
I mean, states can have their own reserves and the federal government have their own.
So it's kind of complimentary rather than the federal government saying you guys can't
buy Bitcoin or something like that.
You know what I mean?
Yeah.
And I mean, Texas as well, too, is already starting to cater a lot towards Bitcoin in
general, right?
I mean, you got Ted Cruz, who's been a big advocate of Bitcoin.
But we have individual mining laws, right, because of Texas being on, one, its own power
grid.
And then secondly, it having a big just kind of influx of miners coming in.
It's to the point where like if something is happening in Texas, right, like similar to
when we had the big snowstorm, et cetera, the miners are having to literally go back and
forth on whether it's like, please turn off and allow some of the, you know, the wattage
to be spread out and miners can choose not to and stuff.
So you're now starting to get a different level of battle as well.
It's can you or should you regulate these miners to serve the people?
Is it just like a regular business?
Is it not?
So that's an interesting concept, too, because you're going to get more and more laws, right,
about energy efficiency, energy use, and then the distribution of it of does it go to
people?
Does it not?
If you're paying, does it matter?
Right.
So I don't know, I think that is going to start to slowly develop, especially in Oklahoma
as well, which mining is big there.
And they were the first movers in the self-custody law.
So these two just kind of being neighboring and just barren land, so much actual land for
this makes it a lot more sense.
We should get Charlie here to talk about it.
He's all in that Oklahoma stuff.
Yeah, I mean, Oklahoma, I think, was the only state out of all the 50 states that voted
all red, so they understood the goal and the accomplishment.
There wasn't one city that voted blue.
So Oklahoma makes sense.
Oklahoma has the lowest education rating out of all 50 states.
Just saying.
Just throwing that out there.
I'm not saying there's correlation.
I'm just saying out of all 50, they managed to get the lowest rating out of all of them.
Like, that's a skill, too.
They understood the assignment.
The assignment was to get the Democrats out and vote red, and they did that perfectly.
And then we saw yesterday, obviously, in the final days, the Democrats are taking credit
for ceasefires, and now the SEC, Gary Gensler is attacking, I think he attacked Elon the
day, and now he's attacking XRP the day before.
But Trump, SEC, to overall crypto policy may freeze enforcement.
This is from Reuters.
Trump, SEC reviewing some crypto enforcement cases pending courts.
So anything that's been dropped on our heads in the past week, I think will possibly be
pushed away, and there'll be just, like, new laws.
And, you know, the CTFC will also be part of this crypto discussion, and not just the
SEC in the future, too.
And you're starting to get a little small, like, secondary pumps, right?
Eric Trump revealing his bags.
He said he owns Bitcoin, ETH, Sol, and SWE.
And then, boom, it's like, all right, cool.
So we at least see someone in the Trump family, what they're investing in, what their bags
are.
He's somewhat bullpost it, right?
You have Trump's doing the same thing.
And it's kind of like what Tout said yesterday, right?
You have someone who loves to take credit for this shit, trying to look at crypto and use
it as a mainstay in order to take credit for it, or will take credit for it, regardless
of whether or not he has any inflow or, you know, effect.
And that is going to cause effect, just because it's going to be the back and forth.
So we can have the unexpected Trump pumps now in the chart that aren't based off of formation
or, you know what I'm saying, macro or anything like that.
It's just a Trump pump, either a statement or some kind of bullish indicator.
So yeah, this is going to be insane.
If you, bull markets are the best because, like, Doodle's announcements of Crocs fucking
pump the floor two to three ETH in a bear market that doesn't do shit.
So, like, I love bull markets because now we're going to get a barrage of crypto posts
from the government, which is, I've been saying, like, last cycle, 2021, the main KOL
was Elon.
And I feel like this time we have a combination of two KOLs, which is Trump and Elon.
And AI, right?
AI is also, like, someone who's watching our industry from the outside has a way to participate
on its own without really kind of crossing over or forcing anything and can move the needle.
I mean, for example, literally up top, you have AIXPT, who was the number one AI coin
or AI agent, right?
Or number, anyway, top five.
I guess you could put it at that.
But just going out and bull posting just, in a sense, news, right?
But making it simple, making it digestible for anybody to be able to hop online and see.
So 20 strategic Bitcoin reserve bills incoming across the United States.
Texas Senator filed the first one today.
Oklahoma next.
Bitcoin at 99.4.
Bhutan adding Bitcoin as a sovereign reserve.
El Salvador stacked another 11 coins this week.
Total government holdings increasing while liquid supply drops below 5 million.
Institutions following governments.
MicroStrategy grabbing another 2,530 Bitcoin at a 96K average.
BlackRock Fidelity ETF flows net positive of 52 million dollars as of yesterday.
So it's like you have the two that move the needle front facing, right?
That are news and everything for the normies.
And then you also have these kind of anomalies, these rogues that are agents, right?
That all they're doing is spitting out facts.
You can't really argue with it, right?
He's just telling you what's going on in Bitcoin.
You can like it or not, but that's all that's going on in Bitcoin, right?
And so you can then make your own decision and stuff like that.
So I think that the AI agents are another KOL added to the mix amongst Elon and Trump and just that whole Doge cabinet.
Yeah, I think just AI in general is going to be something that just pumps crypto.
And nothing associated with the news of AI has to be crypto either.
Like, I think back when we were first talking about AI last year, we were talking about Fetch.
And I was like, so you guys got any AI in your portfolio?
Everybody was pretty reluctant.
No, I don't know what it does.
And to be honest, I don't know any of that fucking shit that BitTensor are kind of doing more investigation.
Now everybody does have AI in their portfolio and there's these agents.
And I don't even think that these agents have to have news from the crypto company to pump.
I just think the sector in itself is so frothy.
They're getting a bunch of news from NVIDIA and stuff like that.
And then tomorrow, I don't even think we have to wait until the 20th to start getting pumps in crypto.
Because tomorrow we have the crypto ball, which I know you guys talked about.
There's people that are buying, that are sold out tickets.
There's people willing to pay $100K to $1 million to go to this crypto ball.
This is going to be lots of crypto news.
And this is David Sachs, which is on the All In podcast, which he has been stated to be the AI and crypto czar.
Hasn't been on the All In podcast for four to five weeks.
And he's been a mainstay on that.
So I feel like he's holding off and probably going to unveil some pretty interesting topics
and possibly some news at that crypto ball tomorrow, which I think might pump us into the inauguration.
And then once the inauguration happens and it's over, later in the afternoon, you're probably going to see a barrage of the executive orders
about freeing Ross and Bitcoin and Shredrick reserves will ultimately probably break us above that $100K into maybe $110K.
I mean, dude, look at the hour chart.
You had fucking big green dildos across all three majors today.
This morning, we're already starting to see the relief pump, right, leading into the Trump inauguration.
We saw a little bit of it yesterday.
But these have been quick recoveries, right, literally bouncing off of the moving averages to the T.
So I don't know.
I think we're already starting to see a little bit of the relief.
And it might just be positioning yourself for also taking profits on the way up, too.
Yeah, let me get through this macro and then we'll move forward.
Fidelity buys 4,600 Bitcoin.
And they basically stated that there's nation states bidding.
And that is what we've been waiting for, this front running of the strategic reserve
and nation states already accumulating Bitcoin because they're planning for this.
So that's news.
U.S. Senator Cynthia Loomis sent a letter to the U.S. Marshals Service
asking why they plan to sell nearly 70,000 Bitcoin seized from Silk Road.
The U.S. government cannot deny the value of Bitcoin.
It's costing taxpayer billions.
So Cynthia Loomis is on this motherfucker and saying,
why are you trying to sell this Silk Road?
This should go to Ross on day one, straight up.
So got that.
And then Fed, we had this earlier in the week, we had FOMC meeting
and people are like predicting that we possibly only get one or two rate cuts this year.
And that kind of drove us down to 91K.
Well, Fed's Christopher Waller says there could be three to four rate cuts could be possible this year.
So we went from earlier this week to possibly one to two.
Now we've got a Fed, Christopher Waller, saying there could be three to four,
which could also be leading us to a pump.
And then the last thing, which I brought to you guys earlier,
Congress' Brian Steelman emphasized that the opportunity for the U.S. to lead in digital assets.
So we're not trying to be second, we're not trying to be third,
we're not trying to dip our toe, we're trying to be the best.
And we're trying to, and I feel like that is going to bring a lot of freedom in crypto,
which hasn't been here for American-based companies,
but also citizens willing to build products here in America.
Might be tax exemption, this and that.
But also, some pretty good news for the charts is American-made Bitcoin.
U.S. listed miner control, 30% of Bitcoin's network hash rate,
double the share of two years ago.
So on top of American mining, we're actually leading in, it looks like,
a hash rate over, go ahead, Chief.
No, I was just saying, I mean, the centralization of the actual mining pools
isn't something that necessarily, like, that we want to celebrate,
but it is something that few will or people will celebrate, right?
That, oh, it's all in America, we're the biggest miners that exist.
But in a sense, we want to somewhat decentralize that.
I know that Africa is doing a really big push on that.
I had a chart on it.
Let me see if I can find it.
But Africa has adopted, I think, roughly like 40%.
Oh, here it goes.
Boom, 77% in the last year.
Africa has scaled up to adopt just Bitcoin
and Bitcoin-related ecosystem and infrastructure
and primarily through Bitcoin mining as well.
So it's cool to see actual full, like, countries, right, doing this
and then just basically then individually inside
and just the continent itself, right,
you have all the countries there going about it.
So, yeah, the whole continent now is starting to go and Bitcoin-related
and then individual countries obviously have more exposure or less.
But, yeah, dude, I think that that's going to be interesting, too,
because it's like Africa is bigger than America, right, than the United States.
And then it's like how fast can they scale?
Who has more people?
And then you start throwing in China in the mix, El Salvador,
and all these other, not necessarily continents, but countries, right,
that are going to try to scale the same way
and, like, interweave Bitcoin into their ecosystem more or less.
What about this, dude?
This is about to be nuts.
This is going to be a nuts bull market.
Got Hashkey Group.
I don't know much about these guys,
but they're predicting Bitcoin could surpass $300,000 in 2025.
And I know there's been a lot of these predictions,
and I think it's good to kind of figure out who's saying what
and then kind of do the opposite
because everybody was calling, what was it, last cycle, $100K,
and we only got the $69K.
So I want to see what the most viewed prediction is
and maybe be a little bit lower than that.
But I found this from Alex Thorne,
basically Bitcoin price predictions in 2025
and basically who's saying what.
So Donald Trump, transition source, says $150K.
I know he said that he wants to get Bitcoin to $150K
close to his election.
We have Mark Yuso says $150K.
Peter Brandt says $150K.
We have Matrixport, $160K.
VanEck and Matthew Siegel says $180K.
CoinShares, $180K.
Galaxy Research, which is, I think it's Mike Novogratz, $185K.
Bitwise, $200K.
AB Insights, $200K.
Bitcoin, Seuss, AG, $200K.
Biffinex, $200K.
Maple Finance, $200K.
Then we're getting some crazy predictions.
Fundstrat, $250K.
StanChart, $250K.
Tim Draper, $250K.
Robert Kiyosaki, $350K.
Block Ware Team, $400K.
And then ETH Capital Youth and American HODL
has $1 million plus Bitcoin in 2025.
So I don't know where I stand.
I see a lot of $200Ks here.
And I'm going to say we go above $150K, but not above $200K.
I'm saying maybe like $169K would be the high just for the walls, right?
$169K.
I don't know.
But yeah, that's why I say $169K will be the top this cycle.
So we'll see.
Got something pinned up to the top.
A lot of people in the TDA chat received these emails today, right?
The post is a couple days old, but a lot of people are just now getting the emails itself.
Something to keep in mind.
Not everything you see is real.
Ultimately, we know that, right?
But over 7 million email addresses have been compromised from OpenSea's email vendor leak
that happened in 2022.
And they have recently been fully publicized online, exposing email owners to attackers.
So slow missed, whatever.
And then you can see the actual, what it looks like.
I'm going to post.
Allison did a post today just so you guys could see.
This is exactly what the phishing thing looks like in your email.
If you receive this, do not click it.
Delete it.
It's spam.
Avoid it.
Right?
You're never going to have to re-login or reaffirm anything like that.
And if you ever do, just go to OpenSea.
You don't have to click it in your email.
Go to OpenSea.
That's it.
Like you say, hey, look, OpenSea sent me a notification.
I'm going to go to OpenSea and see what the fuck they want.
And that's, I mean, it's really that simple, right?
Ultimately, Michael's up here and he runs WalletGuard and he can tell you that there's tools and things to help you.
But, I mean, if we just want to go basis, line, consensus, common sense is, hey, Magic Eden sent me whatever.
I can probably go to Magic Eden and see what Magic Eden wants on their page.
Or I can go to OpenSea and see what OpenSea wants.
And if it's not there, it's probably not real.
Right?
So, just something to keep in mind.
I saw a lot of people in the chat talking about it.
And it seems that this did happen.
We didn't hear about it or we didn't cover it.
So, is confirmed, was a leak.
Right?
And if you get it in your email, don't click it.
Don't bother.
Go ahead, Michael.
GM, GM.
A lot of great news stories and topics always covered on the Daily Alpha.
But wanted to also add on to your tip, which is a great tip.
Go to the source.
And this applies for anything Web 2, Web 3, any of these incoming scams you might get from
text messages, phone calls, emails from any company claiming to be anybody.
The goal, the ultimate win is to simply go to the source.
You get an email from Amazon about your shipment.
Don't entertain the links in the email supposedly from Amazon.
Go directly to Amazon.
You get an email from OpenSea or your bank account or even your crypto wallet that you're
using telling you that you need to lock your account down.
Don't believe those incoming messages go to the source.
So, if we could share that tip, I think a lot of people would be saved from a lot of
frustration, wallet drainers, and nonsense that we see in the space.
And then while you're up here, I appreciate you giving the tip too.
What you guys cooking on the Bitcoin side of things, man?
We saw the ad.
We saw the bat signal.
And so...
Oh, yeah, we are definitely cooking.
There was an unofficial announcement through a job listing regarding a Bitcoin position
at MetaMask.
So, we have been cooking on Bitcoin for a decent amount of time now.
And that is coming soon.
We're really looking towards this interoperability and expansion outside of EVM, which MetaMask
has been known for.
So, there's a lot of stuff coming down the pipeline.
There's some alpha there.
And how, in a sense of, in the security side of things, because I guess that makes it a
little bit easier, and more so, I would say, is kind of your background too.
Is it easier or is the suite in order to protect the user for Bitcoin?
Is that a little...
Is it going to be a different approach just due to the need of peer-to-peer or the interactions
in that sense?
Yeah, that's a great question.
It is a little different since there aren't necessarily the same type of, like, smart contracts
or, you know, the same type of executions that are on EVM as opposed to non-EVM.
So, there are security heuristics that we're looking at across the board.
And this is through WalletGuard.
This is through Blockade.
You know, MetaMask acquired WalletGuard about six months ago.
So, we're baking in the security features directly for all users of MetaMask.
And this is coming out within the next few months.
But the concept is we can look at multiple heuristics, such as if a website was recently
created.
If there's a pattern of something that looks scammy as we're detecting that newly spun
up website.
So, it could be the middle of the night and a Twitter page gets sim-swapped or a Discord
channel gets hacked with no manual input.
We're using this machine learning, this security engine that we've built out on top of all
the other heuristics to keep everybody safe.
And it's game-changing because we're bringing the technology that 100,000 people with WalletGuard
were using to MetaMask, which has over 35 million monthly active users.
I mean, think about how much safer onboarding is going to be and navigating the space is
going to be, especially on mobile devices.
Yeah.
I mean, with the AI thing, too, I guess that now that you brought that up, I mean, I can
think of like a couple instances, right, that you had WalletGuard, you had these different
tools, but then you had, I guess you could say, a proprietary tech stack, right?
CyberKongz was something similar of that.
They basically had active monitoring through a smart contract of every single one of their
Kongs, right?
And at any moment through a vulnerability, they could execute and actually access the
Kong and remove it, lock it down, and then kind of, you know, shut the wallet down.
But you just mentioned right now through machine learning, you could take that and enhance it
now.
Have it ability to write or connect to the blockchain through smart contracts.
But now it can actually learn, hey, are these common behaviors?
Is it just being moved to a ledger?
Is it not?
And kind of just build an actual black box, a security black box, right?
To understand just crypto movement and just behaviors in that sense.
No, yeah, a thousand percent.
And I'm super excited because there's a lot of developments and new protocols and contracts
being built out around account abstraction, right?
Like we want to get to the point where we can use smart contracts to our leverage.
We can use them to control situations.
We can use them to get rid of private keys and seed phrases.
Like that's the ultimate win.
If we can abstract away all this friction for users by at the wallet level, you know, the
wallet takes care of the security.
The wallet takes care of removing that friction.
Then we get closer and closer to wallets becoming more like the operating system of the future
and also making onboarding a little safer for everybody all in all.
I mean, yeah, because we talked about this yesterday.
We'll wrap this conversation.
I appreciate it.
But it's in that sense of everything we griped about a year or two ago, right?
Last cycle.
Oh, it's impossible for someone to come in and buy some coins.
No, it's not.
Now what?
Right?
Like all those gripes that we had said on the table, put it out to the space, bitched
about on the timeline with projects, protocols, whatever it may be.
Now you have things like Moonshot.
You have these telegram bots that in a sense, the wallet's created for you instantly.
And so it's like you have all the onboarding stuff.
So now now what?
What is the gripe?
How do we get the people in the door?
How do we access it?
Because it can't just be about, well, oh, it's onboarding.
It's easy.
Well, it is.
You know, we've gotten to that point.
So now pass easy.
We now have to make it safe.
Right?
Because that's the other biggest fear is, okay, it's easy to get inside, but it's also
easy to lose all your money, get cooked, forget it.
Right?
So adding the safe as an element, too, I think that that is kind of the last piece of the
puzzle.
So definitely, definitely.
2025 is going to be amazing for crypto UI UX all around.
Really appreciate you letting me up on stage.
The actual reason why I wanted to come up is because you guys dropped some news earlier
about the seized Bitcoin from Silk Road and, you know, having, you know, the government
has to sell it.
So there's actually a stipulation there.
Um, I was on a panel with a former director of FBI who was actually part of the situation
with seizing that Bitcoin from Silk Road.
And the concept of having to sell it is actually something that is a law.
You cannot, um, as, as the entity that seized those assets, you cannot keep them.
You have to legally sell them.
You can buy them back after the fact, but that is why the government is selling our own
Bitcoin.
Because obviously to you and I, we look at it and we say, why the hell would you sell
We already own it.
What do you, you're selling Bitcoin for, well, we saw that with Germany, right?
Germany, when they dumped all their Bitcoin, they officially came out and the statement
was, Hey, we reached a basic statute of limitations that we could hold this in our possession after
he was convicted.
And so we now just, I mean, it's no longer ours.
We have to sell it and move on.
Like the case is done.
Right.
And so that's one of those things that you look at on a lawyer perspective too.
It's like, regardless of whether Ross gets out, it's, it's the wording, right?
Is it, is it pardoned or is it like, um, what is it?
Acquitted.
And so it's not like he's not guilty.
That's still part of quote unquote, a crime that was committed.
And he's just going to be let out early.
So they still have to go through due process with the actual Bitcoin itself.
Exactly.
Due process is a kind of what's shooting themselves in the foot, but it is what it is.
We'll see what happens.
Really appreciate the space guys.
You guys always drop amazing content.
Shout out to everybody up here.
Appreciate you, Michael.
I mean, quite frankly, I'd rather the government have to sell all their Bitcoin.
Um, and what do you call it?
If they want to buy more after that, I mean, cause you know, this is all seized, right?
Their cost basis is near zero.
Uh, fucking sell that.
If they want to buy our bags after that, that's fine.
But, uh, I'd rather have the government have no Bitcoin.
Can you imagine that bad brothers, one big, just candle of death.
And it's just Trump just watching it.
Just all of it in one clip.
Sheesh.
That's what I'm saying.
They can do full stack Hitler and then we'll buy it back up.
And then they can buy it if they want.
It's like a big ass Netflix down and it comes back up.
Yeah.
Dead ass.
Mike, I know you prevent people from getting scammed all the time.
I thought this was kind of appropriate since you're up here.
Uh, this isn't in America, but I would imagine you'll probably see this roll out sometime
in the next five to 10 years.
But Hong Kong courts can now serve tokenized legal notices on the blockchain to an anonymous
wallet holding and involved in crime.
We had a kind of talk about this a little bit yesterday and she was saying that they've
been doing this for, for years, just all over.
Right.
And now it's ultimately what I get an ordinal of a legal notice or some shit in my wallet.
Yeah.
Like a, it's like a soul bound token in that fucking wallet.
And I think that, I mean, the reason why scammers keep scamming is because there's no kind of
repercussion for it.
So maybe getting these wallets blacklisted or having these in the wallets, uh, I know
they can always create more, but I don't know if this is a way to deter scammers, but
interesting.
Dude, I mean, you have like, I guess the biggest thing that you kind of said was, I mean, you
do chain analysis and now with chain analysis with AI, we're kind of fucked.
Right.
I mean, if you thought you were smart, you maybe got away with it.
You maybe managed to have a couple a non wallets, but this is only going to progress and get
a lot more smarter to where they're going to find everything that you've touched and
interacted with.
And unless you pulled the ZK bro, right?
Like grab a bike, grab a hoodie, go to Best Buy, buy a laptop only in cash, throw it away
with a mask.
Yeah.
Like if you don't do that, you're, I mean, like, let's just be honest, bro.
In the future, there's everything is going to connect to everything, especially now with
these AI agents.
The one unfortunate part about that, though, is one slip, one data set, one piece of information
not being handled properly.
I mean, all your efforts go down the drain.
It's kind of crazy to think, which I mean, look, there are privacy preserving chains that
are actively in development and are already out there.
It's just a matter of like people tapping into it.
Like what's the default in everyone's head?
Bitcoin, Ethereum, Solana.
So, well, I mean, you talk about we say that all the time.
It's all these people.
It's like, I want to be a non.
I don't show my face.
And it's like, dude, if you didn't have this plan since the very first day you touched
a piece of fucking.
Yeah, you're finished.
Yeah, it's done.
Like there's nothing you can do today or if you started five years ago, nothing like
you had to have been knowing you were going to do fuck shit since like you were since
day one.
Like you had to have been evil, just an evil little fuck since day one.
And moved as an evil person for your whole life because digital footprints everywhere.
Like it's inevitable.
Yeah, dude, this is like, yeah, I'm working on my son creating an anonymity for him.
So whenever he's my age, I mean, yeah, you got to start like now, like no pictures, no
nothing, no face, no cameras, like flip phone, like old, old school.
Like that's the thing that a lot of people don't get.
It's, oh, I don't go to in real life events or, you know, I'm not doxxed.
I mean, yeah, bro.
Let's just be honest.
Maybe not to us.
It probably takes a little bit of money and they'll find out who you are.
Like, I mean, it depends.
It's all about, yeah.
Well, like I said, it's all about risk where it's just like, you know, 99% of people can't.
If someone really wants to find you, they can always find you.
But it's just like, I don't know if you want to like try to be in on, on crypto Twitter,
you can for the most part.
But then if like, I don't know, then if you rug and someone really wants to get you,
then get you.
Bro, a little bit of money.
The FBI can still get you.
Yeah, a little bit of money and they're going to find you.
Let's hit these hands.
And then I got something that actually goes along with the Helium Trust.
So go ahead, Tout.
And then we'll go to Sam.
Yo, Gmog, bro.
TDA State Port.
So a question, Michael, what do you think about chains that are doing like privacy,
but they're not really private.
It's like a centralized privacy where people just want to keep their wallets anonymous.
Like, do you think there's a market for that?
Like a genuine market, you know, where like, okay, I have X amount of whatever crypto
and, you know, my wallets ended up getting docks and motherfuckers start DMing me like,
yo, why'd you buy this?
So you use a fucking chain.
I'm not going to show anything.
I'm just curious if you think that that's going to have any traction in the future,
like 2025 and shit.
Well, we're going to.
No, it's a great question.
I mean, we're going to see a lot of different, you know, institutions and even companies.
I mean, look at what Sonium just did.
Sony just did with Sonium, right?
They released a chain and they did have the ability to blacklist certain wallets or certain
accounts.
But people that are stepping into that technology understand that there is a guardrail for them
instead of it being like the Wild West.
So chains have the ability to leverage privacy against their users.
It's just a matter of understanding like what you're about to tap into as a user.
So I think there's a lot of opportunities coming down the line.
I mean, eventually the future is obviously interoperability and the concept of like bridging
and swapping, you know, this all needs to be abstracted away.
For example, in the future, if someone wants to jump into crypto, they could buy, let's
say, ETH on Ethereum and they might want to buy an ordinal on Bitcoin.
Well, the process is just based upon a value, right?
A value of dollars.
So the wallet or the network itself is handling bridging and acquiring that asset for the
user without the user having any friction to perform those actions or to wait for block
times.
You know, everything in the future is like one block finality, like instant verification,
instant approvals and trying to get things going to the point where you could do anything
on any network without thinking about it, like there should not be a network drop down
list inside of a wallet.
It should just be whatever DAP you're on, the wallet adapts to that DAPS network.
So it's going to be interesting to see how it plays out in terms of privacy, because there's
a lot of infrastructure being built around it.
And I think it's just important for users to understand, hey, do I actually own my own
wallet?
Do I actually own the tokens in it?
Or are these controlled, let's say, by a contract that could just turn me off at any
point?
And I mean, I think that that goes even further to the point of since we're talking just in
general across ecosystems, you look at these wallet providers and do you even have a
decentralized way or approach to access the blockchain, right?
I mean, now in Bitcoin, we don't unless you're using Sparrow.
So it's stuff like that, like it's questions that a lot of people aren't really going into
or breaking down.
But in reality, it's really up to how much do you care either about decentralization, ease
of use or the underlying tech.
And kind of tout to what you're saying, it's the example that we always give here.
It's I mean, what's the point of driving down the street and seeing 50 fucking banks?
Right.
Yeah.
Yeah.
You're just you're using you're using.
Yeah, but most people, most people like the reality is like, listen, you know, I hate
saying this.
We're very niche.
Like, if you're on this fucking app, you're interacting with the same, I don't know what
500 motherfuckers that we've all fucking like known each other.
Like, come on, bro.
Let's be fucking real here.
Like, I could scroll through and I know most of these fucking faces and, you know, might
be different accounts, whatever it is.
But the most normies don't fucking know about this.
And they're just going to end up like being in some centralized exchange.
Like, I have friends who have a fuck ton of Bitcoin that refuse to put on a ledger because
they're too scared to lose their seat phrase and they just keep it on a centralized
exchange, like tons of them, bro.
And I'm not talking about like one Bitcoin or frack.
I'm talking about like six to seven figures.
But I mean, be real on that note, too, Tout.
I mean, you get to a certain level of wealth to where having to manage or even worry about
that shouldn't be an issue that you have to do.
I mean, if you're multibillionaire in Bitcoin, why not get dual exposure or be able to dish
the responsibility onto someone like BlackRock or Fidelity?
Like it only I mean, at a certain level of bag, it only makes sense to divide one, the
risk and to the blame.
Right.
Because you have that amount of capital to pay for someone to take the blame for you and
for them to somewhat make you whole.
I think about 11 million in Bitcoin.
Would I have a million on a centralized exchange just to get like probably, you know?
Yeah, for sure, bro.
It's never going to be the whole amount.
But I think I think we're not going to be there until we start reaching the point where
it's just a nationally accepted currency where like you hear motherfuckers denominating thing,
denominating things in sats, like just to buy like fucking gum and like where it's actually
normalized.
Not you go like, oh, my God, they accept Bitcoin.
Holy fucking shit.
It's just like literally normalized.
How far are we from that, bro?
I don't know about this utopian future.
Who gives a fuck, though, right now?
Most people buying crypto right now are just buying it.
So the price goes up and they fucking sell.
That's all it is.
It's just purely trading.
Majority of motherfuckers are not here for the tech like like, come on.
And if you are, bro, God bless you.
I'm not hating on it like I'm 50 50.
That's part of the problem, though, is that most people get onboarded because they're told
by a friend, we are we're going to thousand X.
We're going to 100 X.
They don't even understand what they're buying.
They don't understand the concept of decentralization or why a lot of us are here for this technology.
And I'm actually happy that mass onboarding didn't happen quickly.
I've said it before and I'll say it again.
If we had 10 times the amount of people here right now, think about how detrimental that
would be to our backs because of the scams and all the wallet drainers.
And, you know, we need time for developers to come in, for security tools to be built
out, for these infrastructure layers to be solidified so that in 10, 20, 30 years from
now, when hopefully there's a 50 50 shift to using crypto across all metrics of business
and all metrics of life, there can be a scenario where it's not a rite of passage to have been
drained just to be here.
Like that's the ultimate win.
I think the biggest onboarding event is obviously when cash goes digitalized and all these governments
roll out their CBDCs to roll out their stimulus checks.
That's going to get the majority of the world crypto exposure.
And then they'll have to learn the downfalls of CBDCs.
And I think they'll, you know, similar to all things you learn and then you pivot to a more
decentralized way of doing things.
Like I think Bitcoin stable coins will be the alternative to the downfalls of CBDCs when
these do roll out.
I showed, I was talking about these statistics in 2022, there were 30 countries that were
pioneering and working on CBDCs in 2024, 2025.
There's over 160 countries that are going to be rolling out CBDCs in the next two to three
years.
So let's see our guy, bro.
Our guy's against the fucking CBDCs.
Allegedly, you know, we'll find out.
We'll find out if it's another fucking political move against CBDCs, bro.
But everyone's going to this fucking digital currency like the USDC.
They're co-signing the fuck out of it, bro.
And I was like looking at it.
I'm like, man, USDC like to hold it on Coinbase is actually pretty tempting.
Like to get 4% a month, like for every fucking hundred grand you have on Coinbase that you
hold in USDC, you're getting fucking four grand doing literally nothing, bro.
Like you can't get that shit in a regular bank or savings account.
So they're going to fucking push all these stables.
With Morpho?
You're talking about Morpho doing loans on BTC again?
Oh, fuck.
That's new.
That just dropped.
Yo, I just saw that.
Yo, send it, bro.
Let this fucking bitch bubble up.
They're about to send this shit so hard.
Those motherfuckers are going to get melted with their fucking leverage on their Bitcoin.
It's so fucking amazing.
I love this Ponzi.
Send it higher.
Send it fucking higher.
We need more people like you, Todd.
Just delusional.
Go ahead, Sam.
You have your hand up.
Yeah, yeah.
We definitely need guardrails, you know what I'm saying, for the scammers calling.
Like I said, otherwise, it is going to be a wild, wild west.
But I just want to say, welcome back, X.
I feel you, brother.
I'm planning on doing the same thing as well.
But I'm going to wait another year, because I got a pension to hold on to.
But look, go for it.
Hey, chase your heart, man.
You can do it.
Do all things.
All things are possible.
All and everything is possible.
So, yeah.
Appreciate you, bro.
Appreciate you.
I mean, I've been doing it for 20 years.
I could always go back if it doesn't work out.
But you don't want to have a plan B.
It's back to the wall.
Let's fucking get this shit going.
We have the NASDAQ filed the 19B4 for Canary Litecoin ETF.
So, that's officially starting the clock.
And then Grayscale launched a helium trust registered in Delaware.
People are unsure whether it's legit.
But if you guys don't know, Grayscale launched these trusts.
And then it's kind of front-writing.
It's been on BlackRock's Coins to Watch for over a year now, bro.
They've been monitoring helium and mobile.
Just the development on that as, like, forefront for the RWA space.
But it's been in that list of, you know how they publish, I think, like, every quarter,
every six months, like, things that they're interested in or researching.
And H&T and mobile have both been on there and have been outperforming like crazy for the year.
Is this an American-based company, H&T?
I think it is.
It was built in San Francisco.
It was a replica of Bitcoin.
They moved from Bitcoin to Solana.
And then they built their—and now they're on Solana.
So, yeah, that's another American-based company that could possibly get a pump on this.
Headquartered out of Miami.
So, like, really hitting all the crypto hubs, too.
And then on top of that, I got it pinned up.
They just—more development, right, from helium and just that whole team.
Going into decentralized internet, right?
So now, basically, helium partnered with Don.
And so, you can now dual farm or offer the ability of using your hotspots to provide internet, quote-unquote decentralized internet,
the same way that you're providing internet or bandwidth for helium users and for mobile, right?
For the actual mobile cell phone service.
So, just continuing to expand on that sense, too.
I mean, they're doing the telecom side out in Mexico, and they're going to new super cities.
And then now even kind of a suite of services, right?
You have this with decentralized internet, and then they are being implemented into HiveMapper and all the other D-Pen systems as a way of just relay and radio communication, right?
So, in a sense, your device, your radio has its own cell phone line or plan, and you can transmit data 24-7 nonstop.
That's crazy.
I want to bring this up because this is getting kind of out of hand with this kind of airdrop that just happened for M3M3 stakers.
It's called Goat Index AI.
And they basically just launched their coin about an hour ago.
Last time I checked, about 15 minutes ago, it was at $30 million.
Now it's at $56 million.
And I don't mean that, M3M3 stake has fucking airdropped people probably a total of $9 to $10K since two months ago.
So, another opportunity for you, if you guys are going to hold these coins anyways, these altcoins, you can convert it to M3M3 stake it.
And then anything that's launched on the Meteora pool gets airdropped these coins.
And this has basically gone, I think it launched, this coin launched about 90 minutes ago.
It's up to $56 million.
Just pinned up the information up there for you guys.
They do have the tokenomics out of who's involved.
But I don't know if anybody's actually done the M3M3 yet.
It's definitely paid off for anybody that has staked in the past three months.
You pretty much have gotten a free $10,000 for staking.
So, it's pretty interesting.
So, I just want to bring that up.
It's going pretty crazy.
If you guys are interested in it, there it is.
There's all the information you need.
Got a pinned up top.
Some people were doing a little sleuthing.
Not necessarily sleuthing, but just working around.
And it seems that the Barra chain testnet is being on and offline.
Basically, winding down.
People are assuming that Q5 and Barra should be launching within the next week.
I mean, it does seem like a perfect storm in terms of marketing, right?
Even Smokey's been a little quieter these last weeks or so.
And then you have the inauguration going down.
And euphoria in the market.
So, it seems like strike while the iron's hot.
So, something to keep in mind.
Testnet is being basically brought down.
There goes Kev.
He can come and talk a little bit more about it.
But to start positioning yourselves, right?
We've been covering this for months.
It's a little too late.
But I would just have liquid ready for when mainnet goes live.
And be positioning for opportunities as it's live, right?
Rather than trying to chase and potentially get scammed on all these.
Just try to bait a place.
Because most of the established projects have been established, right?
Not only for months, but some of them even for years.
So, just keep that into consideration as we gear in, right?
And go ahead, Kev.
Jim.
Ooga Booga.
I heard that's all you have to do on the timeline.
And that's how you're going to get airdrop Barachain.
It's like all you had to do this whole time was just put Ooga Booga in here, bro.
You got to send feet pics.
But I don't know if you did that in time.
I had a bunion.
They didn't like my shit.
Dude, Ooga Booga, motherfucker.
Dude, this is like when the board apes were all fucking making ape noises.
And goddamn.
And what do you call it?
Clubhouse type shit, bro.
It's fucking back.
Um, yesterday I brought you, just before we go back to Kev real quick, yesterday I brought
you guys using Barra Tracker Moon Math for the potential blue chips, the actual assets
that are directly tied to the Barra ecosystem, right?
It broke down proposed airdrops at different evaluations, 2 billion, 5 billion, 10, etc.
Showed you guys some potential EV positive plays.
Today, same page, doing a breakdown of the honeycomb jars, right?
I know that this is something that a lot of TDA has been trying to prepare themselves
for the APology Dow, right?
And in that sense, the mint is also next tomorrow.
So something to get ready for if you do have honeyjar 6 to get.
But this breaks down a little bit of moon math potential numbers for the airdrop.
If you are airdropped Barra, while also being airdropped the underlying token, Henlo, and
any kind of allocations on that sense, right?
So to me, this has been a great resource to kind of just see what looks like it could be
EV positive in terms of picking up prior to mainnet goes live, right?
Make sure you guys are checking to see if there's any kind of new snapshot or anything
like that.
But in that sense, you could kind of see if there's an opportunity to buy something and
get re-based onto mainnet.
So I'm planning on just keeping myself somewhat liquid, right?
I have the baseline exposure that we're going to get and then keeping yourself liquid for
when it goes live and the opportunities that go there, right?
So, Kevin.
Yeah, for sure.
My bad.
Go ahead, Kevin.
No, I just wanted to see if you had anything to say or add to that.
I mean, he's been one of the main proponents, just kind of evangelizing Barra, and it was
one of those, we saw it on the timeline.
A lot of people did.
Very few people chose to get involved.
Luckily, we've been kind of ear to the ground for the last six months, so we've caught wind.
But anything that you could give as a word of advice as we gear towards Q5, my man?
Yeah, no, you hit the nail on the head.
I think at this point, like, if you're only trying to use the test net to get an airdrop,
I think, I'm sorry, I think you're late.
But that's okay.
You know, I think what I've been trying to tell people, the communities I'm in, the people
I've been trying to bear a pill, is just there's like 100, 150 dApps right now on test net.
Which if you've ever been on a test net before, that is absolutely insane.
That is so much on a test net, of all things.
A fake chain.
So, there's so much to do.
There's so much to explore.
I think, for me, like, I just put in time.
I've been learning all the different protocols, at least the bigger ones.
I don't have time to learn 100 different dApps.
But I do, I did have time to learn, like, 30, 50 dApps over the past five, six, seven months,
whatever it was.
So, I think, like, learning the process, learning about proof of liquidity, learning how the
whole chain's going to operate, it's going to put you in a good spot for day one.
And I think that's what we're all doing.
And I'm with you, Chief.
Like, I just kind of have liquid aside.
I deposit a little bit into the pre-Boyco stuff.
But, you know, once you see 1.7 billion, you know, I don't think my...
Yeah, that's what I was thinking, too.
I'm like, yo, I deposited.
I was early.
And now we're at 1.7 billion.
Yeah, it's like, I don't know, I don't know if my three figures is going to move the needle
there, but it might.
But it's cool because you get exposure, like, to Kodiak, shout out Kodiak, they're a really
good protocol over there.
So, you get, like, different exposure to different things.
So, like, you know, it's going to be proportionate.
So, obviously, if someone puts in a million dollars, they're going to get more than you.
And that's one of those things we also, you know, when the votes went live, kind of just
guided our community in that sense of, look, if you got an ETH to spend, at that time, it
was a lot better to get into communities with an ETH, right, and allocate that way rather
than just say, hey, I have no exposure and I'm going to put an ETH into this Boyco thing
and I'm going to get an airdrop.
You're not.
I mean, you're going to get crumbs compared to if you use that ETH to get either into the
Apiology DAO, into Hungry Bear, whatever, right?
Anything.
There's a better way to get exposure and the chance of rebase that way.
So, it was one of those added, too.
Like, if you already had bear exposure, you should have deposited continue on your exposure,
you know, why not?
But if you didn't, that was not the route to go.
Yeah, and I think you touched on some good NFTs there.
I think there's a lot of really great NFTs.
So, if, like, you're looking for bear exposure, you, like, you can't go to sleep at night without
bear exposure.
There's a lot of really good NFTs, all different price points.
Like, obviously, you're talking honeycombs.
Honeycombs are great.
One of the best assets you can have outside of the main collections.
But, you know, you got, like, Yeats, Hungry Bearers that are, like, less expensive.
I mean, all the way down to, like, Big Fat Bearers kind of flying under the radar.
There are Junkie Ursa's collection flying under the radar.
So, there's stuff for all price points, essentially, if you really look for it.
And most of them are going to have their own token on mainnet.
So, you're going to get an airdrop of their specific token.
And then, you know, if you like the protocol, you may be able to get benefits from using
their protocol.
So, it is kind of complex.
You know, I think trying to onboard is a little bit more difficult because people do have to
do a little research and kind of figure things out.
But there's so many good resources.
There's so many good people out there in the Bearer ecosystem.
Every person I've talked to, been like, hey, like, I don't understand this.
They're usually like, all right, we can just hop on a call and I can walk through it with you.
Like, it's just a great community, great people.
So, yeah, don't hesitate to reach out to anyone you see within Bearer, tweeting about Bearer.
I'm sure they're happy to talk to you.
Smokey's DMs are a little packed.
He is the CM of Steady Teddies.
So, he's a little packed right now.
But I did congratulate him on the role and he did thank me.
So, you know, eventually he'll get back to you.
But, yeah, no, there's a lot of good people, a lot of good resources.
You just have to ask.
You just have to come out and talk to people.
I think in our space, we have these conversations about Bearer Chain.
And then, like, if you didn't listen to the space, you're kind of like, ah, you kind of forgot.
And then we have this thread that goes out.
And what we just talked about, I haven't written for him, which is good for people to, you know,
that read the thread to understand some of this stuff.
Because if you missed a show and you didn't listen to us,
you're probably thinking you're late to Bearer.
And you're not.
So, I'll read this.
And this is basically just kind of reiterating what we said, that you're not late.
Are you late to Bearer Chain or the Bearer Drop?
Absolutely not.
Let me explain.
Something that many haven't understood yet is that there are 127 that have qualified for the RFA program
that must keep 70% of their Bearer airdrop allocations for main net user rewards and liquidity incentives.
The other 30% is to reward test net users for their treasury.
For those of you who were not around during the Blast Gold era,
it's a bit of a similar case where it's actually these dApps that will control and reward their users with Bearer airdrop in the months following the TGE.
One important thing is to note that the addition to interacting with these dApps to get Bearer,
you'll also be farming their dApp tokens for the biggest ones that will be over a $100 million market cap.
Inclusion, you will be interacting with 127 dApps,
all which will have Bearer to distribute along with their own tokens a double win,
all while accumulating BGE, Bearer Chain's governance tokens, which will also burn one-to-one in Bearer.
We're just around the corner to the biggest blockchain ever launched, wake up and study.
So it's good to get this into the thread because everybody always says,
I feel like I'm late, I feel like I'm late.
You're just basically going to interact with this protocol and you're going to get tokens airdropped to you.
So all you have to do is participate and you're going to be sitting pretty.
So I just want to put that up there.
We basically just reiterated, but it's good to get that in written format.
So that's in the thread.
So when people read it, they actually have a plan and can execute on it
and just not continue to be down that they feel like they're late to it.
I will say you do have to understand or get a baseline grip of what proof of liquidity is.
Just this whole farming like it was on blast, you're going to get blindsided
because all of these protocols and the way the chain works is tokens.
It is heavy into the DeFi side of things.
And it may not seem like it, but it is based in terms of it is DeFi.
It looks like JPEGs in pictures.
And that's what, like, I mean, we're getting Trojan horse,
but we're about to learn how to DeFi more efficiently through proof of liquidity.
So I don't want to just glaze over that point, too,
because the way these tokens are going to interact with each other,
not only with native Bera, but even to get yield from protocols
is going to be a little bit different than how we're used to.
Can I pin something?
Because there's someone from BeraChain put out a really good article.
Yeah, go ahead, man.
Okay, I'll find it in a second here.
I did want to add, if you guys know Janny, Janny Torr from the Honey Jar, Honeycombs.
I was DMing him, like, three or four months back.
I was really starting to get BeraPilled, and I was DMing him.
And I told him, I was like, man, I feel kind of late.
Like, I wish I got in with all you guys back in, like, middle of the Bera.
And he's like, you feel late.
Like, we're pre-chain.
Chain's not even live yet.
How could you be late?
And it, like, kind of changed my perspective.
Because you can't be late if the chain's not here.
Like, yeah, sure.
You're later than yesterday.
Absolutely.
You could have got in yesterday.
Maybe you're not.
You're later today than you were yesterday.
But that's okay, because it's still pre-chain.
And, yeah, absolutely.
You've got to understand the proof of liquidity.
It is incredibly DeFi heavy.
So if you don't know about LPs, you don't know about farming, and that's okay.
A lot of us are just simple.
Simple JPEG and meme coin enjoyers.
Totally fine.
If you want to, you know, feel a little bit big brain, yeah, go learn some DeFi.
And you can do that on Testnet.
You know, go play around with Kodiak.
Go play around with Baradrome.
Goldilocks.
Goldilocks is a great one.
Even seeing routes on Ooga Booga, right?
I think that's one of the craziest things ever is just so you can see, like, if you're
like, oh, is there DeFi involved?
If you just look at the routes that are proposed through Ooga Booga and the analytics on that
end, you just see a whole different, like, the skeleton, right?
The roads.
Yeah.
And it's like, for me, like, I was never super into DeFi.
Like, I kind of learned a little bit throughout the bear.
Not bear chain, but bear market.
And, like, once I started messing around on the Testnet, it just takes you to another
level.
Like, you just start learning even more.
And I think you're right.
I think if you have baseline knowledge, you understand what BGT is.
You understand how to get BGT and the best ways to get BGT.
That's kind of the name of the game, especially in the start.
Try to, like, accumulate as much, and you'll be able to delegate it.
Get even more rewards.
Your rewards are going to get rewarded, are going to get rewarded.
You know, it's very good Ponzi-nomics.
It's, like, sustainable Ponzi-nomics in a good way, not in a bad way.
So, yeah, it's definitely something, if it's not on your radar yet, definitely should be.
Go ahead, Josh.
I wanted to say something out of the bear chain stuff.
You know, you talk about people knowing things in different places.
And, um, one thing that I saw, um, just randomly, um, hyperliquid NXUs.
And I know it sounds stupid, but, um, there's this collection called Hypeos on ETH.
It's currently at .3.
I wouldn't necessarily buy it here.
But the speculation is that there's not going to be as many NXUs on hyperliquid as, you know, um, other chains.
Just due to the fact that there's less coins on it because of the whole process.
I'm not 100% familiar, but I know you have to pay for the ticker.
And it's a lot of money and it's a lot of work.
And it's, and it's like every once in a while you can buy a ticker or make a new ticker.
And they think that it's going to be the same for NFTs.
Um, maybe not, maybe whatever.
Um, also the team has a lot of hyperliquid that has been staked.
So the rumor is basically that hyperliquid, you know, hyperliquid staked because they didn't rewards.
And so people believe that if you had a hype deal, you'll get airdrops in the future from hyperliquid.
And I was watching a YouTube video from, I forget who, I watched all of this shit.
But some, one of the smart investors that I, you know, I, um, look up to, you know, I kind of share ideas with is, um, he's basically saying that no one's talking about hyperliquid NFTs.
And that's going to slap people in the face and come out of nowhere.
So definitely keep your eyes out there.
I saw one launch the other day on OpenSea and it was kind of a lark.
It was just kind of like catch on the hype of, you know, the whole hype deal thing.
But definitely look for real projects building on there because it might be worth it to dig.
I think, shout out to Stone.
He called it in the TDA group chat when they were minting.
I think they minted at like .02.
So shout out to Stone on that.
And they ran.
Uh, it was mentioned that these are somewhat like,
I'm not going to say milady derivative, but in that RW, you know, that world, supposedly, uh, no official word on if it's official, they're not on the page yet, but could be, uh, like added on.
Right.
That's traditionally how the milady thing works.
You launch as long as your core is milady.
Eventually they either officiate you or they don't.
Right.
We saw with based angels.
We saw with a bunch of others.
So that mean that it's not going to be, at least for now it's not, but yeah, the hype
is what we've been looking at.
Potentially also getting whitelist for everything that comes out on hyper liquid as well.
Right.
Kind of like the blue chip over there.
So yeah, I, uh, shout out to Stone for sharing it, but yeah, we minted and, uh, dude, you know what's crazy about that mint though?
You had plenty of time, you know, it went to Cadillac, it was just sitting there for like an hour or two, like you had time, you know?
So it's interesting.
Like some of these opportunities are just like anyone can participate.
You just have to be on the lookout, so.
Appreciate that, Josh.
Uh, I'm going to finish up this whole, I got a couple last things pinned up to the top in regards to bear chain, and then we'll finish it up.
Uh, Binance already starting to bull post, um, potential, uh, being ready, right.
Or being listed main net.
They're doing the pre-deposit kind of campaigns that they always do.
Right.
You deposit, you get X, Y, Z.
Um, so if you have access, if you'd like access to bear chain and you just want to go the more traditional route, uh, you can just go Binance or you can actually go like bear chain native protocols for this.
And there's Boyko and Stakestone and a couple others that allow you to double, triple dip, uh, instead of just single sided.
Right.
I mean, ultimately, if you're going to stake, might as well get, or max benefits rather than just, you know, one or two yields.
Uh, and then lastly, uh, USDT slash a stable coin pair, uh, potentially going live, um, or will be going live on Bera, uh, for main net.
Right.
So it'll be a version of USDT, uh, wormed and utilized over there.
So something to look into, right.
Basically all the, what you need in order to have a thriving ecosystem.
Okay.
I think that what stable coins are probably the last step.
So finishing that up.
Did we talk about what I did?
Yeah, that was just, oh, I don't know.
This was just announced from Tether probably like an hour ago.
Their new stable coin US.
Yeah, that was it.
That's what I was talking about.
Coinbase launches Bitcoin loans for US users.
Do you guys see that?
I saw it this morning.
I would fortunately talked about it, uh, when Tot was up here a little bit, but, uh, what are you, are you bullish on that?
You want to take loans out with Bitcoin?
I'm pretty bullish on it.
That sounds like cool, uh, cool feature.
Like, what do you call it?
Like lending and stuff has been here, but like Coinbase having Bitcoin lending.
I mean, if you think about how many also institutions and everything, I mean, again, I don't know the details of this yet, but like in terms of institutions that have Bitcoin, um, custodian with them.
Like, I don't know if that helps or like, like businesses that may want to do that in the future, knowing that they have like loan options that way.
I don't know.
Uh, so yeah, I think that's a cool feature.
We'll see.
Um, oh, sorry.
The mere article for the USDTO is up there.
It's basically in partnership with layer zero where you can bridge this USDT to any blockchain and use it as a stable coin.
And it looks like Barra is going to be one of the blockchains, which would make sense.
So pretty interesting, interesting development pinned up to the top.
There's an opportunity for you guys.
Um, I mean, Tony Babble took kind of, uh, I'm not going to say a sabbatical, but one here for about a year.
So he was a, was a creator, but produce some of the best rope rubber hose, uh, style art.
In my opinion, that I've seen, right?
Just gifts in general.
Uh, he's doing a new drop.
He will have all the details about the drop on Monday itself, but starting to see a couple of sales just on his OG pieces.
And I mean, in a sense, if you're just buying art for art, he does some of the best loops in my opinion.
I'll definitely check it out.
But I wanted to put that on you guys' radar as an opportunity.
Um, next, uh, sheesh, we have our man, Kongs, finally dipping off, uh, into the sunset, feeling swell three.
Um, it is official.
Yoga Pets and Cubs officially rug after two years.
Announcement came out yesterday slash earlier today.
Uh, here's what you've been waiting for.
A new core team, a new product, a new roadmap.
And look, if it was a life or death and you had to bet whether AI was involved, well, yeah, of course AI is involved, man.
It's well, AI OS.
The next big thing on Solana powered by Swell.
So, if anyone's interested in getting rugged again by a new team, feel free to follow yourself down there.
They didn't produce anything when it come down to the islands for these pets.
Uh, they rugged you on the Cubs.
They rugged you on the Kongs VIP.
Like, this is, uh, Meme Land failed.
We got Meme Land at the house.
You know, and it's crazy because they do have deep ties to actually Meme Land ecosystem, right?
Um, Kongs is a whale, is a big MVP holder.
And so, it'll be interesting to see if there's any backlash to this, uh, from Kongs himself.
Um, or if people are just going to take it on the chin and keep moving.
But I think that once you saw your floor price go to damn near zero, um, and, you know, you realize you're trying to sell yoga to people in Web 3, uh, you're kind of screwed.
But it is what it is.
Um, sorry about you if you're in there.
Uh, but look forward to the new team.
Hopefully, they save you.
We haven't done the mint schedule today.
Um, there's some interesting plays on there.
I'll pin them up top for you.
Uh, we have Fool's Gold by Amber Victoria.
This is going to be on base.
It's a collection of 768.
We have Abstract Key BTC.
This is on Bitcoin.
It's a thousand supply.
Free Abstract Mainnet collection on Ordinals.
You get, uh, to mint a Bitcoin and get access to mint again for the real collection when Mainnet launches.
I don't know if that's efficient.
Uh, we have Grins NFT, which is on Solana.
That's 2,000 of those.
It's hand-drawn mask art inspired by the world in BIP39 seed phrase.
Unique concept.
The first of its kind of the collection.
AXBT is the most popular.
A giant just shielded it.
We have Clay 44 by Room 44.
It's supply of 444.
Uh, it's Clay Art by Bourbon.
Uh, we have Cutes Ape.
It's, it's, uh, price is 58, 777 supply by Ape Chain.
We have Under Wafu's TCG.
It's 2,000 supply.
It's free.
It's on base.
We have Fixel, uh, by Fuddle Studios.
It's 2022 on Solana.
Tech Play on Linea.
So that's what's going on.
And the cool thing that Kimmy Kim's doing, actually, is, uh, the day after, uh, the mint
schedule, he actually does, uh, an update on the mints themselves and how they did, which
is pretty cool.
Uh, so yesterday we had a few.
We have Popo Bear, Barra Cage, Killa Beans, Cosmic Ventures, Yarn, Dynamics, and Swarm's
NFT.
He said, Popo Bear's decent profit for an OG while other small, uh, small profits are
broke even.
Barra Cage was small or no profits.
Killa Beans, small profit to break even.
Cosmo Ventures break even to cut loss.
Yarn Dynamics is still minting for a listed high floor price but no sales.
And Swarm.
NFT, uh, break even, uh, to, uh, cut loss.
So it seems like all the NFTs yesterday were basically break even to small profit.
So appreciate Kimmy Kim doing the today's mints and then also doing kind of a summary
of the mints after they go and see if they're like profitable or not.
So appreciate you, Kimmy Kim.
And it'll be included in the thread and appreciate all the, all the, the, the, you know, the
research you put in, man.
So shout out to Tim.
TDA had some spots for the Clay 44 mint.
Um, so just make sure you guys check that out if you guys are on the, the list, right?
Um, VIP is in 21 minutes.
First come first serve is 21 and then Trill, go ahead and take off.
I don't know if there's any other things that we had spots or just awareness points.
Yeah.
Just the Clay 44, um, minting like 20 minutes and stuff like that.
They give us like VIP and like the, the premier one, which is the second phase.
So, um, shout out to them, uh, should be good.
Uh, there's only, uh, I think like 70% on supply available.
Cause, uh, some of the minted ones are some of the OGs and stuff like that.
If anyone's wondering why, uh, it's less than the four 44 that you see, um, like kind
of mentioned.
So, um, yeah, just wanted to drop that in there.
Um, some of that.
And then the grins one is about to open up as well.
The second light, this phase, um, that one's catching wind.
Um, because AI XBT, like, I guess like show do or something like that, the, uh, the purple
AI one, AI XBT, the grins one, the one on soul.
Um, that, that, uh, Expresso just mentioned the art one.
Um, yeah, basically, uh, it got chilled by AXBT.
So everyone's kind of looking at it now.
So, um, that's, I think that one should be do pretty good.
There's some, uh, available for like the second phase, which is like quote unquote, first come
first serve, but it's only open for a period of time.
So if you can try to get it on public, I think that's, that's going to be a good, uh, good
little play there, at least for like the AI shitting pump, um, that kind of has been
going around lately.
So, um, yeah, I just want to drop that.
Real quick before we get to Kev, but, um, yeah, like imagine that, bro.
I know he's trolling like, cause I even wrote you fucking troll and I underneath, but like
they imagine him fuck people up.
Cause that he's obviously mimicking the rock Toshi loading screen, but yo, if, if rock
tweeted an avocado or something, like it would flip the whole space on its head and, and really
fuck people up.
So hopefully we do bring some chaos out here and just have some fun, uh, that's the avocados
dude.
That's the one thing that people don't know, right?
It's how many more collections does rock a part of how many is he the founder?
And it's like, dude, I think that's something that we'll never know.
And you'll always be at the potential of him saying, yeah, I had my hand in this or, you
know, whatever it may be.
So good.
Rocking an avocado, shaking hands.
That'd be crazy.
Do you think that ZK is going to use the momentum of Ross being free to possibly launch this Bitcoin
bravocados around like Ross being free and possibly changing his profile picture to OMB?
Like you think he's going to use that as like momentum to launch Bitcoin bravocados?
That would be competing.
Like the image doesn't even look the same.
Like, you see what I'm saying?
Why would you launch if Ross even goes though and be route?
Why would you then backdoor with posting about bravocados or avocados in general?
You know, you'd probably want something that looks the same as what Ross is rocking just
spammed everywhere you see.
But I in all as someone who has been to prison and all this shit, dude, I wouldn't be surprised
if this motherfucker doesn't touch a PC or has stipulations to where he isn't allowed
to do specific things on a computer for probably a couple months.
Just throwing that out there.
I mean, I think that's the last thing he's going to want to do is hop on and fucking
entertain some incels on the internet.
Talk to him.
Do anything.
Right.
He's just going to be like, bro, I just want to chill.
I've been locked up.
Like, where are my friends?
You know, like disconnect for a while.
So I wouldn't be surprised if we don't see him like instantly on the timeline, instantly
doing media tours.
Right.
He's probably just going to be like, yo, let me I'll come back when I want kind of thing.
Or there might even be stipulations.
If you're wrong.
Yeah.
Podcast with Mika first day.
Yeah, exactly.
Like everyone swears, bro.
He's going to hop on the timeline and be like, I'm free, boys.
Where are we dropping?
Like, no, dude, he's not going to come and see any of us for a long, long time.
He's saying I'm not spending my first day free with my mother who's been working for
a decade and a half to get me out.
I'm going to see Mika.
He's locking in.
And I'm going to do a podcast.
Yeah, he's going to lock in day one.
Because his Bitcoin Silk Road stash is not a 50,000 X since the day he locked up.
Right.
So that's another thing y'all don't get.
He probably has a cash somewhere.
Hopefully.
Go ahead, Kev.
And then we'll go to Frank and we'll finish it up.
Yeah, I guess slightly off topic.
When you guys were talking about the mint schedule up there, underground waifus, they
actually delayed their mint.
It was after that post was out.
So they had like a little trouble with the minting site.
So if you were interested in the big booba waifus, it's going to be tomorrow.
I'm very interested.
We got some spots at Sprodo's.
So I'm very interested.
It's actually a pretty fun little game.
I minted a bunch of waifus on BaratestNet.
You can rip packs.
I don't know if you guys like ripping packs.
Something about it is so nostalgic from childhood of opening a Pokemon pack.
But this one.
Oh, dude, these fucking assholes on this stage got me in the opening of Pudgy packs.
And now I'm opening some Pokemon packs now.
I mean, these fucking guys.
Well, go open some big booba waifu packs on BaratestNet because I think that one's much
more rewarding, in my opinion.
Well, two points on that too, right?
I mean, one, we're obviously failing here in America because none of the – I saw someone
make a post about this and it clicked.
None of the slot machines in Vegas got anime waifus.
Like, I mean, that's a missed market right there.
Like, how many times – how long would you sit?
Imagine if it moaned or ASMR or anything weird, whatever you're into.
I'm just saying they do it in Japan and we're missing out, right?
Secondly, when you talk about –
I'm going to the Native Americans right now.
We need some Native American –
Yo, whoa, whoa, whoa, whoa, whoa, bad brothers.
That's the – yo, we can't do that, bro.
You can't do that.
They're the only ones who can do casinos in Florida.
We can't do that, Brad, bro.
You can't go down that route.
They're protected by the government in general.
And then secondly, when we talk about just the packs, right?
Something to keep in mind.
There are millions of people logging on to the Pokemon TCG game every day to rip open two packs.
You can't trade.
You can't do absolutely jack shit anything, right, besides play against each other for free and spend money.
You can't sell any rare card.
You can't do absolutely anything.
So if you think that when you add a monetary component to this that you're not going to have people that understand and line up to participate, you're missing the point, right?
People are literally doing it for free every day religiously.
Every 12 hours they go.
They open a pack.
They do this.
They flex online.
Look at my free card that has absolutely no value.
And you can't show anyone.
You can't do anything.
So just to add to that collector mindset, we see it every day.
We saw another example of that and how quick it took fire with just this Pokemon game that came out, what, three months ago, four months ago, and how many people are just doing that.
And it's free.
So it's going to trickle down and it'll continue on this Web3 side of things.
Go ahead, Frank.
Thanks.
Yeah, I just wanted to share up on it up top.
Yesterday, SendAI shared the results from their Solana hackathon.
So if you're into the AI coins, you want to check out what's hot or what's coming up.
That's a pretty good place to look at.
Buzz, the Hive AI, won first place.
They won the grand prize for like they won like 60 grand.
The token right after that came out, like shot up quite a bit.
And then there's a couple in there as well that I feel are undervalued.
So if you're interested and want to take a look at what's popping off in AI, that's a pretty good resource right there.
Appreciate that, Frank.
He tweeted again.
They tweeted again.
They brought avocados and it's a Trump one.
So, yeah, just going back to what X-Acts earlier about Ross.
Maybe it's more around Trump, but he just tweeted again.
He's listening to the show, bro.
Of course, but there's 15 down there.
Who do you think it is?
It's okay.
Yeah, this is still – I like this one.
My favorite one is the Santa Claus one, to be completely honest.
But, yeah, these one-of-ones are sick, dude.
You're talking about this –
I wanted to throw this out there.
We had a great time in Tokyo eating noodles together.
We shared the same bowl, stared into each other's eyes.
You had a mask on, but you know what it is.
You know, we saw past the mask.
And lastly, as we wrap up the show –
How to eat?
Huh?
How to eat with the mask on.
You don't worry about that, bad brothers.
You should have been there to see us.
It was a moment.
I would pour.
Well, his exact quotes were, I will make it worth it.
Just throwing that out there.
Not that I remember exactly, and I booked my tickets because you said those exact words,
and I told everybody.
Obviously, I'm not a liar.
But anyway, let's continue.
Pinned up top as we wrap up the show.
Magic Internet Money, the ultimate edger, has finally got here.
And we're trying to see what day they are going to do the migration and finally drop.
People are saying that this could be one of the potential catalysts for bringing a little bit more life to the rune side of things, right?
This is a meme that is a little bit older, right?
And supersedes a lot of this new wave of Bitcoin culture.
It was one of the original memes.
And it's from the original artist as well in team.
And so that is kind of adding to not necessarily the lore, but also the ability that this can be a catalyst for us, right?
So anyway, there'll be a space later on.
If you guys want to check it out, it'll be January 16th.
So it'll be today at 1 p.m., right?
So roughly about an hour after the show is over.
Go check it out.
Could be a potential date on when they're actually dropping and doing the migration over.
And could see a little life on the rune side of things if more people are just in that ecosystem in general.
Other than that, X, that's all I got, man.
Let's go.
I have some stuff that I could pin up for you guys.
Just some stuff that I found over the past few days.
And, you know, we'll see where it goes.
These are just opportunities and stuff I've been finding.
Some stuff's on Abstract.
The one that's on Abstract that I found that would possibly be the first shitcoin launch is called Abbey Explorer.
One giant leap for Abstract Chain, one step closer for Abbey.
So they have the token Abbey.
There's about 1.6K followers.
This is going to be possibly a token that's going to be launching day one on Abstract.
And then also a lot of us got into the DXNK NFTs that Loop launched.
And yesterday he announced that the AI coin announcement will be on Monday.
So NFTs love to pump for free shit.
But these probably bottomed out about 0.15.
And then he announced that there's going to be an AI coin that's going to be given to DXNYs.
And these shot up to 0.3.
So a lot of people are interested in AI coins.
And maybe this possibly would be the first AI coin on Abstract, which possibly would give it some kind of value.
So did you see that, Chief?
Yeah, apparently that's something that, you know, was in the works or rumor, right, that there was going to be an AI coin.
So it was just one of those you saw a lot of people got caught off guard following candles and FOMO-ing in.
And those, if you just took a couple seconds to actually look into it, you maybe could have scooped some up at a cheaper price.
Knowing that he wasn't revealing anything, like, new, right?
So that was the cool part about it, too, is that it was an easy opportunity for those that were actually interested in this project to see and, you know, participate in people actually fumbling because they chased candles rather than even understanding what OOP was building and how it even connects to sports and all of that.
So I'm pretty, sorry, I'm pretty excited about that.
I'm still holding mine.
So we'll see how it goes.
And then just finish this up.
It looks like Sovereign, I think he's part of the Chief Chaos Officer at Seize Control.
Yeah.
He's basically saying that they're dropping Rune 124, No Ordinary Kind, on the 20th, which is the inauguration.
So you can look for that coming out.
It looks like Inscripedia is also doing a bunch of free mints.
One of their free mints was free to $100.
All-time high was $430.
I think there's some stuff going on from those unsanctioned wizards today on Inscripedia that are possibly free.
So definitely check out that protocol.
If it's free, it's probably going to be, you know, like free to $100.
I don't know.
I mean, just pay attention to this stuff.
Bitcoin's been left behind.
Everybody's going somewhere else.
So there will be opportunities because it's not as frequent.
So just sharing that.
A lot of people are talking about fucking Kato.
And that's going to be the – that's the airdrop that everybody's farming right now.
And I didn't really – basically saying just people say tweet.
And I'm like, okay, so what do we need to do?
Can I get some, like, writing on, like, what we need to do?
So I got this.
It's not too late.
So what are yaps in a nutshell?
They're just, like, so skewed.
I mean, just adding to this when you break this down, I feel like it's just so skewed now because, I mean, before you could actually see and spot emerging trends and thought leaders, right?
Because of natural conversation occurring.
Now we're back to hashtag portal, hashtag thread writer, hashtag content creator.
If Kev talks, they're talking – okay, let me go see what they're talking about.
Now it's Kev trying to farm Bera and someone else trying to just say, well, Bera's wrong.
And then now they're going to go back and forth explaining why Bera's wrong.
And, you know, it's like the context, I feel like, is gone.
So just be careful out there.
Not be careful.
You're going to have to sift through more information is all, right?
It's still good information.
I just feel like it's a lot more saturated than what it was, let's just say, a week ago, right?
Oh, yeah, dude.
Yeah, it's a lot more saturated.
But everybody's, you know, looking for the next airdrop to farm now that Abstract and Monad and Bera's coming to mainnet relatively soon.
And a lot of people are looking at Kato and the floor price of the NFT and saying, like, this is basically Portal 2.0.
But basically just a little thread here.
Just tweet about crypto stuff.
Be genuine.
Original content.
Get replies from smart accounts.
Spam does not count.
Don't spam.
I've heard that reply guy route is the most effective.
So maybe pick smaller, high smart follower percentage account and engage with them.
The actual alpha yapper is likely getting airdrops for anime more.
The top 1K starting to get whitelists on projects.
Only 25,000 yaps have been rewarded every day, and it's only season one.
Honestly, you only probably need 50 yaps to crack the top 2,000 and maybe 100 to crack the 1K.
That's criminally underfarm for just five minutes per day or work on a genuine fun.
This is just another one of those.
I saw it on the timeline and didn't do anything stories.
So how do you get started?
Sign up for yaps.
Make a list of KOLs on there, becoming their favorite reply guy.
Spend five minutes a day on this.
Write two to three posts commenting on daily events.
So that's pretty much a little TLDR on how to basically extract the most out of this airdrop for you guys.
So I just want to bring that up to you guys.
And we've talked about Henlo forever.
Putting this on there, T-Mob basically brought it back to our attention.
And if you're a part of one of these communities listed in the image below,
you're qualified to claim Henlo points.
Henlo is a dumb meme coin by the biggest rug on BarraChain, the Honey Jar.
This is one you potentially don't want to miss.
All you need to do is go to the website, claim your points if you belong to one of the communities.
If you don't want to connect your ledger, there are delegate futures.
Security is the safest part.
So a lot of these communities, you got Kaipi Panas, Azukis, D-Gods, Basis, Fraganas, CryptoPunks,
Bretts, CyberKongs, Bonk, Pepe Holders, OKBears.
There's probably like 30 to 40 of these communities that are all eligible.
And if you don't go to the website and claim your points, you ain't getting Henlo,
which is, you know, already ingrained itself as the lingo, a part of BarraChain.
I'm pretty sure it's probably going to be a pretty good meme coin.
So that's what I got.
There's a few things that are, you know, Web 2 things, which I thought were pretty interesting gaming-wise.
It looks like we're getting a Nintendo Switch 2.
It's coming out.
Marquis talked about it.
It's a larger display with smaller bezels, magnified joist icons, full-width kickstand, and top USB-T port.
And it looks like Super Nintendo World Epic Universe opens May 22nd, 2025 at Universals Orlando in Florida.
This looks fucking dope, dude.
Like, it looks like there's Mario Karts that you can play.
They got a whole Super Mario world that they fucking built here.
Dude, I want to go.
That's pretty dope.
That looks fucking dope.
That looks dope, doesn't it?
Dude, you live in Florida, too.
Yeah, I want to jet over.
When is Las Vegas?
That's coming, too.
I saw there's Inscribe.
They're already doing Inscribe Las Vegas.
That's planned for May.
So maybe we go to Super Mario World, then we go to Vegas.
Maybe that will be the plan in May once we all make it.
Yep.
You know, Switch, always buy a Nintendo product day one, and I'll tell you why.
Because there's always some hack or thing that comes out, and then they fucking fix it.
And then you can't use it.
That happened for the Switch.
That happened for the DS.
That always happens.
So always buy a day one thing.
Dead ass.
Yeah, and Inscribe Vegas 2025 is going to be May 27, 2025.
So if you guys are planning going to, you know, May's closer than you guys think.
You know, we're in January.
We're going to be in February.
If you are planning going to Vegas for Bitcoin Conference, you're probably going to be looking at hotels.
We've got March, April, and then May.
We've still got like five months.
Yeah, I mean, you know how you are.
You like to fucking make the plans like six months in advance so you can get the cheapest rates.
Yeah, we got ETH, though.
We still got ETH Denver.
That's coming up at the end of the month.
If ETH doesn't go above 4K, no one's going to ETH Denver, bro.
I guess if Bitcoin takes over, maybe we'd go.
Maybe abstract Denver or some shit.
Well, a lot of those are EVM chains, too.
So that's one of the things you got to consider is that they could have presence at ETH Denver just due to that, right?
The tech stack itself.
Yep.
I'm done.
I'm good.
I'm ready to go.
You got anything else?
Anybody else?
We're good.
We're good to go.
Appreciate you guys coming to Daily Alpha.
We run it Tuesday through Saturday from 10, 15 to 12.
Be back tomorrow, and we'll be back on Saturday.
So we'll see you guys then.
I'll leave you here for Chief.
You guys have a great rest of your day, and I'm full-time now.
So let's fucking hit the VCs.
Let's go farm some airdrops.
Let's get fucking active.
Let's go.
We got the next four months to make generational wealth.
Let's just not take the day off and secede the day as it over.
We still got a lot more daylight to make some money.
So let's continue to push forward after the show.
So I appreciate you guys, and I'll leave you here for Chief to end it.
See you guys tomorrow.
Yeah, I appreciate everybody that participates in the TDA, everybody that comes up, contributes,
that came up on stage.
Really means a lot to us, right?
Helps us build out what we're trying to do here, the community.
It's not a stage of alpha callers.
It's a community of people that are participating in the space.
And that's all we want to see, right?
Be able to grow from you and with you.
Other than that, guys, Tuesday through Saturday, 10, 15, until about 12.
If you guys are looking to participate in the claimant, it goes live in two minutes.
Other than that, make sure you're in tune with the Discord or the chat for any raffles
that we have going on.
And it's TDA or Stay Poor.
We'll catch you guys tomorrow.
Y'all be safe.
