Projects
![]()
No projects found
Investors
New
DAO Treasuries
DATs
Lend / Borrow APRs
Chains
Categories
Spaces
THE DAILY ALPHAβ»οΈ
Recorded: July 1, 2025 Duration: 1:08:00Space Recording
Short Summary
In a dynamic discussion, crypto enthusiasts explored the potential for Bitcoin to surge past $130K, driven by market manipulation and upcoming regulatory changes, including a stablecoin bill. The conversation also highlighted strategic partnerships, such as Somnia Network's collaboration with Google Cloud, and the evolving narratives surrounding Ethereum and tokenized stocks, indicating a significant shift in the crypto landscape.
Full Transcription
Thank you. Yo, yo, yo, welcome back TDA fam, appreciate you guys stopping by the show.
We host a space Tuesday through Saturday from 11 to 12.
It's the first show of the week.
It's the first show of the month.
Obviously, if you guys want to be one step ahead of the crowd,
the Daily Alpha is constantly the number one alpha space at all the crypto Twitter. of the month. Obviously, if you guys want to be one step ahead of the crowd,
the Daily Alpha is constantly the number one alpha space at all the crypto Twitter.
There's no one that is ahead of the game or one step ahead of anybody in this space than us.
So we appreciate you guys. I love you guys. No thread today. We've been off since Friday.
But if you guys remember to follow Allison and engage with her threads, that's the woman that you want to be engaging with if you missed the show or if you guys want to catch up on anything that we discussed on the show.
So we appreciate you guys. We're going to crack in.
Obviously, last week, like I said, we're always ahead of the curve here.
I was predicting that we're not going to get a breakout because of the centralized listing exchanges selling their Bitcoin. Last week, we had Bybit, Coinbase, and Binance were all selling their Bitcoin to
market makers like Wintermute and keeping the price suppressed to under $108K. And we've had
Bybit and Coinbase basically exit that kind of manipulation.
And all we have left right now is basically Binance is selling their Bitcoin nonstop.
So obviously Binance is selling and it looks like the buyer right here is Circle.
So they're basically exchanging Bitcoin, buying and selling from each other.
And that's keeping the price from going up pretty parabolically. I would think if this wasn't happening,
that we would probably be a lot higher.
There's a lot of things that are happening in this space.
We have tokenized stocks.
We have ETF approvals.
We have trade deals.
We have war ending.
And we have not broke this $108K,000, whatever you want, $108K.
So you guys just got to be aware in this market who the real market makers are
and who the real whales are, and it's obviously decentralized exchanges.
And Binance continues to sell for the past two weeks,
which is kind of weird because when we have a bombing of a country,
the price pumps, but when we have big things like ETFs and tokenized stocks
now on the
blockchain we don't so it makes me think that there is some stuff and some headwinds around
the corner that is going to pump us and it's going to kind of keep the price suppressed to
get their friends in for the last kind of raw uh hoorah here and uh obviously i've been seeing like
terms just just to kind of side note on that but just seeing people comment on what's the point of Bitcoin now, right?
Because since you're having this access to basically TradFi 24-7 utilizing alts, right?
I mean, then what is ideally the point of Bitcoin if it's going to be, you know, the bridge for actual TradFi?
But it's not because we're no longer having to bring TradFi.
We're not bridging.
I mean, bridging TradFi, right?
We're just kind of replicating it on chain rather than creating the DeFi or forcing people
to use DeFi like we know it, right?
So just seeing a lot of the rhetoric change, too, with this news, instead of being taken
as, you know, bullish indicators, we're moving forward towards adoption.
Some people more on the scared, embarrassed side of things, kind of like, well, ultimately then where's the underlying value prop
for Bitcoin now going to be? And just that cat and mouse game. I actually heard the opposite of
like, obviously we all know the marketing campaign of Bitcoin, it's digital gold.
I think more people have saw Udi basically say, what's the point of Ethereum? If the fact that we're going to be able to tokenize stocks and you're going to be able to do this stuff through Robinhood and Coinbase, what's the point of Ethereum?
Because they used Arbitrum and Arbitrum is based off of EVM and Ethereum.
Yeah, but wasn't that the point of Ethereum in the beginning was the fact that you were going to be able to do all this stuff on chain and now what we have big players like robin hood basically going to take a lot of that use case away from ethereum and going
to be doing it on their own platform so actually that didn't hear the bitcoin side of that i heard
more people asking like what's the point of ethereum now and now we have these big companies
actually doing this stuff on their own platforms and stuff so because it's still once again it's
still using arbitrum's tech stack and arbitrum's tech stack is ethereum's tech stack and it's evm you can't get rid of of one without the other i mean
technically you can but not really though i guess the question is is what happens to ethereum because
none of this actually drives value back to arbitrum or eth token directly right i mean the tech you
can't remove it from the equation it's ingraded in the dna
but does that mean or does this mean that token value or or number go up that is the problem that
we're gonna have now because i can't see where or how that'll happen for arb or ether any of these
l2s if you start layering platforms and protocol on top right almost three layers deep yeah i mean
i'm not a big fucking technical person but i heard something about like sequencer fees i think with
base the optimism makes money because they use their stack and they make fees off the sequencer
and i think with this one obviously arbitrum is robin hoods and they'll make i guess arbitrum
will make money off that which that, but like you said,
how's that drive value back to the fucking token itself? So yeah, I mean, it's definitely an
interesting situation. And like, obviously this week is a bit odd in the United States, July 4th
falls on a Friday. So you have the stock market basically off on Friday and have an extended
holiday weekend. And then next Wednesday, we have basically July 9th, which is the day that is all these trade deals are going to be
announced. So I'm thinking this week will be weird just because it's a four-day trading holiday,
extended weekend. Maybe this is the last time the market makers want to basically flush the
leverages into an extended weekend. And then with Wednesday, with a lot of these deals
from China and India and all these other people all being announced on the same day, I think it's
a lot of macro news that could pump the price of Bitcoin. And maybe that's why they're manipulating
it under $108K, because they know when this is announced, there's no way they're going to keep
it down anymore. And this is kind of the last hurrah to get their friends in. So that's kind of what I'm looking at.
Obviously, July, I mean, just in general,
like I see the sentiment on the timeline this morning,
like we should be higher,
but the centralized exchanges are keeping us suppressed.
So any kind of news in general will scare out retail,
if they're altcoins and anything in general.
Like we have Trump on the timeline.
We hear, you know, Elon Musk, this and that.
And then we also have just people flooding the fact that, okay, Coinbase is here.
And like stock or was it X stocks basically come out like our altcoin bags are going to be down now because now you're now your altcoins are competing against the Robin Hoods and Teslas.
Now these are stocks on change.
So I've heard a lot of FUD just in the past 24 hours of a lot of this stuff actually happening.
And when we have stocks at all-time high, that's kind of bullish.
But I'm also thinking, is this a trap?
Because when we had ETFs go live and we're like, yes, ChetFi is adopting Bitcoin.
Bitcoin and crypto is at all-time high.
Are we crypto bros now being used as extra liquidity for the stock market?
And that's the reason why it's an all-time high?
Because now these crypto bros or these stock bros are like, you know,
buying all the tokens, buying the coin bases because they know that crypto bros
are going to be used as extra liquidity because now we're going to sell our altcoins
and get into Tesla and Robin robin hood through these x stocks and that's why they were trying to
prepare for this like buy the rumor sell the news so i don't know if that's the reason why the stock
market's at all time high or if it's a more of a macro thing where we actually are like going to
continue to print money and you know the money's going to go somewhere and now people are looking
at rate cuts and like okay let's front run this a little bit.
But we had the highest monthly close ever for Bitcoin just yesterday.
We have stock market at all time high.
And then, you know, we're dumping in Bitcoin price.
So I don't know.
I don't know what it is.
It just kind of seems a bit manipulated.
And I think next week's going to be a big week.
And this is the last of this.
Obviously, I pinned up a chart from Zero H that has shown you uh july in the past 10 years has always been
green like always has been green there's never been a red fucking month in july in the past 10
years since 2015 so this is one of the best performing months it probably has a lot to do
with may being solo may go going away, and then people
overcomplicating and compounding that in June, and then kind of like a recover in July. But yeah,
it definitely looks like July is going to be a bullish month. We might have a rate cut.
Apparently, the stablecoin bill is going to be passed in mid-July. And then obviously,
next Wednesday, we're going to get a big announcement of all the trade deals. So I'm not buying this.
I'm not buying this $105K Bitcoin.
I mean, like, if you haven't noticed, like, there is zero volatility in Bitcoin right now.
Like, I think we're starting to see the start of the end of the four-year cycle right before our eyes.
We just don't notice it.
I mean, we went, we've had China, we've had wars, we've had Elon tariffs. We've had Elon complaining.
We've had bombs dropped, and we barely broke $100K.
And basically, Bitcoin has stayed steady between $100K and $108K for about four or five weeks.
And it has a lot to do with the institutional side and these bids and these people buying through ETFs.
And I think if this continues, we're not going to see the end of the four-year cycle. And then we had Morgan
Stanley last week predict seven rate cuts in 2026, which if that happens, we're getting seven rate
cuts, we get a new Fed chair. That's going to make the stock market and crypto market go up because
now that makes people going to take loans at lower rates and that liquidity is going to make the stock market and crypto market go up because now that makes people going to take
loans at lower rates and that liquidity is going to come into risk assets. So I think this, what
we're seeing right here, there's not a lot of volatility in Bitcoin. Yes, it goes up a few
thousand dollars, but I think this is the start of the end of the four-year cycle and it's happening
right before our eyes. I mean, what do you guys guys and i think the majority of the reason why
stuff uh kind of falls off so quickly because no one's making money in this space other than lever trading everybody's lever trader and hyper liquid or whatever platform you're doing and so
people are just sitting at their computer trading the news trading coins bro did you see that axiom
is the highest producing protocol on chain yeah hyper liquid in terms of revenue and everything
like that i mean that's the one thing too people are addicted to the clicking whether it is leverage
or whether it's coins or what whatever i mean the the dopamine hit is the click right now you know
yeah i mean i think the trenches aren't having been that profitable lately but you know everybody's
leverage trading and everybody's just trading news events.
So when there's an argument between Elon and Trump,
people see that, watch your guru, post it,
and everybody goes short.
And then when there's an announcement,
oh, Donald Trump's on stage right now
and he talked about a deal with China,
then we pump.
And it's just like very volatile,
but in like a few thousand dollars volatile,
but then our altcoins sell off like 15 to 20% while Bitcoin went down 2%.
So it's kind of like this musical chairs of everybody thinks that the game's stopping.
And like there's very, very little liquidity here of DGENs, I feel like.
And so I just don't see a lot of enthusiasm for the trenches right now.
Or I don't see a lot of people excited about things that are up and coming,
kind of degenerate-wise.
So I feel like people are kind of giving up in general
and just kind of sticking into the majors and leverage trading.
Like, I think people are just buying ETH, are buying hype and buying Bitcoin
and just sitting on their hands until something actually changes.
Because, I mean, I've been searching the internet for the past week and a half.
And like we have Yappio, we have stuff on MegaEath.
But other than that,
it's really not a lot of like consolidation
around like hype around stuff in general.
I don't know if we need to break all time highs
to get these announcements,
but I don't really see stuff in the upcoming future.
And I guess stuff can always change of like people are really excited about to make money and like flip for more than like a
two to three x so i don't know what kind of changes in this space maybe it's just breaking
to all-time highs but it just feels like people are leveraged trading the news or they're just
sitting in spot uh hyper liquid or bitcoin so i don't know man it's kind of a weird a weird time to be in the space
with all this positive news and bitcoin's kind of stagnant and we still like bitcoin's holding
strong as fuck dude like we haven't broke 100k and it's just kind of the very beginning phases
i feel like at the end of the four-year cycle so i think it's a good development because i think
bitcoin and crypto are going to trade more like stocks and where you're going to see maybe 20 to 30 swings but just a steady grind up for maybe
the next five to ten years while we get all this adoption so i'm looking at what up i somewhat
agree i just i don't know i think i'm having a different experience bro i mean these last couple
days i've been chilling with the boys in the vc and they cooked a bunch of tokens hit couple mil
with the boys and the vc and they cooked a bunch of tokens hit couple mil nfts we got it so fun
launching tomorrow with nameless and then you got remiliacs coming right after yappio was a decent
you know like so i don't know there's just been excitement but it's a different type of excitement
i i don't think we're ever going to see new innovation right and i think that's one of those
things that we got to be realistic about
is expecting new experiences that we haven't seen before uh probably aren't going to be happening
right now right we just got to be okay with the recycling the ponzi and redressing it and just
make the most out of the ones that are being offered right now that have that availability
you know yeah i mean the cookers i mean what is the what's the average people that are making money i mean it's probably in the thousands like if we're looking for like a world like a
space-wide experience where everybody's making money it's very segmented like
like i'm saying like people in the trenches the ones that are in the vc with the five or six of
them are like there's a few but that's how it used to be last cycle I think that people got too comfy with this idea that everyone makes money so easily together when in reality it was always
Silos right there were shit coiners. There were JPEG traders, you know
There were airdrop farmers like these were all separate things and very rarely did you find someone that did it all or
That wanted to be omni-chain everywhere, right?
I mean, you were soul, you were soul.
If you were ETH, soul was for the pores.
ETH is where the bangers are.
You know, like, it was very split up and people hunted and were tribes.
I think that over the last year and a half or two when the bear happened, obviously you had just figure out and go left go right and try to
look for opportunity wherever there was available right but i mean i don't know in actual reality
it's just going back to how it kind of used to be in my opinion and it's not necessarily fun because
not everybody does everything but yeah man i mean it's always i guess to me the normality was
there's professional shit coiner people there's a airdrop farmers, there's JPEG lovers, and then there's the ones that try to cover all the bases, right?
And that's kind of where you and I fit in. It's we look at it all, right? And we have our preferences in our niches. But at the end of the day, like we're not opposed to making money anywhere. But in reality, it always was little groups, right? It's just interesting to see this idea of everyone working together.
Like you're saying these massive everyone make money events are few and far in between, right?
I think I can think of Boam, Pepe, right?
Dockwood Towns.
Trump coin.
What?
Trump, when he launches meme coin, that was like a massive, like, everything.
Yeah, that one was beyond our space though
I think that that one was like super big in general, you know that one surpassed us
But just in general like the old crypto classic ones you had Pepe
Yeah, like that little AI run then you had the the goblin town run where everyone managed to get one of those
But before that they were just very siloed wins
Right and then now everyone just wins together on the timeline with the Kato With all this kind of stuff. It's used to it's normalized like oh
You should have got some of this too. You should start yapping. It's like bro. I'm not a fucking yapper
Why the fuck am I locking money up or doing xyz when in reality?
I know that that's not probably the best use of my money or time, you know, so I don't know
I just think that is different now and you have to
still pick what you're good at because this idea of being so spread far out right it's like you
said people are winning less as a whole right and it's more so what are you good at what is your
niche and double down on that corner yeah i'm with you i mean i think this is a psyop in general
that's why i'm kind of saying like don don't get funded out just because there isn't something on the horizon to be excited about. Bitcoin's going to pump to 130 to 140k in the next two months. And everybody's going to lose attention span because their bags aren't pumping and they go down 12% every time Bitcoin capitulates $1,000.
So I'm saying it's like, as long as you could stick around for the next two to three months,
I think there's going to be some money-making opportunities that don't mean that you have
to be locked in 24-7 in these trenches and have to be a top thousand yapper to get allocated
to some pre-sale.
I do think there's going to be some winning moments.
And we're at the very stretch end of this manipulation with these sexes kind of selling
their Bitcoin, trying to suppress the Bitcoin price under $100K.
So don't be fun at all.
I see a lot of people losing attention, losing their marbles.
I think this is about the end.
And I do think once we start hitting all-time highs again, then you'll start seeing people
coming out of the woodwork, and then we'll start speculating on things again.
And then there'll be these money-making opportunities.
Obviously, this week is about Sofon.
We have Nameless, and we have remiliac's maker are happening
on sofon obviously that's going to be something interesting not a lot of people have talked about
sofon as much as these other chains and to kind of see how this is going to react and they had
that bro they had that like when when they were supposed to originally launch it was their week
you know everyone was excited it was talk of the town there were no to originally launch, it was their week. You know, everyone was excited.
It was talk of the town.
There were no actual tokens running.
It was so far.
And then that whole one week delay, I don't know what for media push or whatever it may be, right?
Yeah, I mean, but they had that at one point, like full space on lock waiting for this.
So go ahead, Mindless. you've been coming up and back and
don't want to lose you hey what's up man it's become a ritual of mine i have to disconnect
like 10 times before i finally make it thanks for bearing with me um i want to provide some
pushback and maybe some uh alternative opinions so uh we are hearing once more, same as last cycle and the cycle before that consistently, that the crypto cycle is broken or it's never going to come back or it's just going to be a continuous cycle or the cycle events are no longer going to be a thing.
My pushback is we have to kind of go back to the very root of where they started and recognize that the four-year cycle exists because of
the halving event on Bitcoin.
So until that doesn't become a thing or until that stops, we're going to have the four-year
cycle.
It's going to remain just because of the large supply-demand shock that happens every
200,000 blocks or whatever.
What might change is, and this is where we probably agree, is the extremities as to how
parabolic these moves go.
So on that, I think we'll both agree.
We could say that the four-year cycles are now going to sort of reduce in their parabolicness
and it'll gradually kind of fade out.
And then all of us are going to have to be forced to squeeze out that opportunity in diminishing return areas from NFTs to layer ones to utility protocols to DEXs and sexes.
One thing about this is that now you're getting to, which was a factor, but I don't think it was as real of a factor.
I think now to the point it can potentially even influence this four-year narrative
is the amount of Bitcoin available, one, on exchanges and two, to technically be mined,
right, that is even available for circulation.
I think that number is kind of compound dwindling at an alarming rate, right?
I think it's at its all-time low again on exchanges.
And that could ultimately be part of this whole market manipulation and this accumulation of price suppression for Bitcoin as a whole.
But it's once again at all-time low for Bitcoin available on exchanges.
So you can kind of add that supply squeeze aspect to it, kind of accelerating before the four-year cycle even gets to being
ended. And then it'll impact how the four-year cycle happens because the having will happen
and Bitcoin will be at a disparity rate of need, right? So it's like, I think that that's when we
really start seeing like full disruption is if we get to the point of needing coin and it not being available
that exchanges before we go through a halving again.
And then if that occurs, then you go full disruption.
And then we don't really know what will happen.
Kind of post that, right?
Good.
Yeah, so that's the bullish case, right?
That's something that kind of goes against the, I think, thesis that we're no longer
going to get large cycles.
What I will say is we do see a lot of manipulation in the Bitcoin space, very similar to what we saw in the gold space before the dollar was debased and gold was removed.
You had the American institution and the American financial machine forcing gold out of the
hands of people.
And then they took it and then they manipulated price and then they floated it and suddenly
they ended up being one of the largest holders.
So we might see something like that in Bitcoin.
It's a good take.
Like right now we're seeing institutions of BlackRock and Vanguard and all of them accumulating.
They have been for a few years.
And I think to your point, there's only 6% of Bitcoin that's left to be mined.
It's not going to go up, right?
So I don't know when they want to pull the plug on this.
And it's not too difficult for them to freeze prices and manipulate prices when they've got an unlimited money printer.
This is a different conversation, but, you know, it's possible.
What we are seeing, so if you look at the last 24 months, Bitcoin has behaved more like an institutional tech stock now.
I haven't posted the chart, I haven't seen anybody else look at this but for um two
quarters consecutively so three months at a time three months and three months it'll pump and then
you have one quarter of down and sideways and the pump and one quarter of down and sideways that's
a very very institutional style behavior like that's changed significantly bitcoin has ever
behaved this way and i think to your point is because there's more institutional money here
this time yeah i mean if we look i do believe that a lot of people think the four-year cycle is
still a thing so you already have the the people that believe that sell and if look at this chart
if this the cycle follows the 2017 timing from the having the bitcoin would uh top would arrive
roughly three months from now this would put the top at the end of september and that's what i was
been saying the top is in september because i feel like this first rate cut in September is going to kind of be this thing that's hyped up.
We need this rate cut.
And then everybody sells because they're looking at this chart and said the four-year cycle is over.
That was just a buy the rumor, sell the news.
Because literally, what's one BPS rate of 0.25 really going to do to liquidity?
It's not going to do much.
So I feel like this September rate cut is going to be pushed and marketed. And I feel like once
it happens, it's going to be right by the rumor, sell the news. And everybody's looking at this
chart and say, this is the end of the four-year cycle. But I think that will be the top. And then
we'll go through this cycle of into December, maybe we have a Santa rally or something.
But if we get seven rate cuts in 2026, and that actually happens, I do believe we'll hit another all-time high on Bitcoin.
I really fucking do because that's what we've been waiting for is actually retail to come in this space.
And what's been holding up this space has been institutional adoption and ETFs. So if we have basically seven rate cuts, we go down to 2%, that means people
have more money in their pockets to put into risk assets. And those risk assets are going to be
altcoins and just crypto in general. So I do think people will say it, people will pound their
chest for four fucking months, and then we'll start getting a new Fed chairman.
We'll get six or seven rate cuts.
And then people are like, I can't believe we just broke the four-year cycle.
And that's when it will be fucking official.
And when we break all-time high, when we should be in a bear market,
then it's the end of the four-year cycle.
And then everybody that has been touting their chest saying that's the end of the four-year cycle
will then be the victors in this fucking debate because until we break all-time high after the peak then the
four-year cycle is intact but we won't officially know until we start getting rate cuts in 2026 so
and a lot of people leave the space so i'll see you mindless go ahead man yeah that's a fair point
actually i will be willing to concede defeat at that point to say, well, you know what?
You're right.
And there are a couple of things that work to your favor.
I think also the United States government is beginning to accumulate next year or like
Q4 next year from an official reserve asset.
So that could be a massive stimulus in the middle of what's used to be a bear market.
Right.
Yeah.
It's called the Ross ross uh reserve fund
uh so they're not buying my bags damn it all right well yeah i mean it's gonna be interesting
time and that's what i said last week i feel like the people that are gonna make generational wealth
are the people that could come to this space and just stay in crypto for the next five years because
i do think the cycle
is going to be thrown off i think people are going to lose attention people are going to like commit
to this over and leave but if you can continue to stay in an awkward kind of cycle where there's
institution adoption and lowering of rates i do think the people that stick around are going to
be the ones that are going to prosper because you're going to have to stay around to understand
the pulse once you like leave the space for three days it's like jumping on a freight train so imagine leaving in september
and then we hit all-time high in march like you're going to be so out of the loop from leaving for
six months that you're going to be missing on opportunities and you're gonna be missing on
what actually is going on in the space so i feel like if you could stick around for the next five
years and keep your head on the swivel and keep your ear to the ground, I think those are the people are going
to make the generational wealth because there's going to be plenty of opportunities on multiple
chains, multiple new kind of use cases for crypto. So the big, beautiful bill passes the Senate.
So we'll see how that plays out. we know that that was kind of the start of
this whole debate with elon on the timeline and just uh removing some whatever it has to do with
like personal shit and business and whatnot so regardless means more money printing right and
that's basically elon must saying this is going to bankrupt america which is the use case of why
people are attracted to bitcoin so this is just another pam America, which is the use case of why people are attracted to Bitcoin.
So this is just another pamphlet for why you should buy Bitcoin, because they're going to continue no matter who's president, no matter what they talk about, what their reticor is.
The government's going to continue to print money and spend it on their bills and pork barrels spend. And that's going to print more dollars, which is going to divide the dollar, which makes Bitcoin our savior and our opt out of the fucking current ecosystem.
So this is just another use case of why Bitcoin is important in the system.
And this is just an example.
It doesn't matter who's in office.
They're going to continue to print.
And Trump's even talked about getting rid of the debt limit on all this.
Well, I mean, because that's the reality that's uh we we mentioned that right i mean they've
already came to that conclusion that uh it doesn't matter what the debt is it's not that they're not
going to pay it back is that they're just going to pay it back with devalued dollars so at the end
of the day you're technically it's like one of those yeah cool um here you know when you give a
kid one of those controllers that's not plugged in, it's like, yeah, you can keep playing, but you're not connected to nothing with anything. So it's like, it's just for us, right? If this idea of debt ceiling is just wordplay, it's just manipulation, quote unquote, on the market, because the reality is it's going to keep going higher. one cares to pay it back right or they do pay it
back but the dollar literally in the last six months lost eight percent just in buying power
so now you have that well what do we do well you offset the balance sheet now with assets that are
actually going up in value and you just kind of let it leave it alone right so more or less we
just got to wait till that plays out and just i mean
at the end of the day long term this is bullish for crypto short term uh just the uncertainty is
what brings the pain right and just the differences of opinion so why i laugh is because i do that to
my son like he wants to play video games but he doesn't have to play video games so i just go on
youtube and find gameplay of people playing video games and I give him my Xbox controller Yeah, bro. That's what it is. It's one of those like
Yep, dude, he's like, yeah, dude, I just beat that level. I'm like, yeah, I know you did
Yeah, it's when you feel like you're a part of something and in reality like it's just for show
Like you're really not a part of anything and they're like, yeah, yeah dead ceiling. It's bad. We don't want dead
We're gonna pay it back and in reality it's like, okay, but you're giving me Chuck E. Cheese bucks
Like the fuck do I do with that?
You know, and then eventually they're even going to tell you that,
yo, your Chuck E. Cheese bucks aren't even working anymore.
Grab this stable coin.
And eventually that's the route that we're headed.
You know what?
I saw one thing I want to bring up that I thought was hilarious was
Germany's largest bank, Douchebank,
plans to launch Bitcoin and crypto custody services.
Wasn't this the country that sold Bitcoin en masse at 54K, my guy?
And now their largest bank is offering crypto?
I'm like, wow.
What a by-the-top moment for a country that completely capitulated this time last year, man.
Their excuse to all that, yeah, their excuse to all that
was just because it was like seized funds and they reached the statute of limitations and they couldn't just
keep it and so they're like well since we can't keep it we're forced to liquidate right as if they
they took a house from a drug dealer you get to a point after you know if no one buys it or the bank
you just fucking okay well foreclose the house and take whatever that was
that basically foreclosing their um fucking uh bitcoin and that's how they got cooked but at the
end of the day like banks are gonna have to want it right or adopt it anyway because it's becoming
internationally traded and they're just the ones like their country is what put them at a
disadvantage was just kind of crazy to me.
Well, it was this time, exactly this time last year, because I remember it was during like the 4th of July.
And we were talking about how Germany is selling their Bitcoin at $54K.
Just imagine this time last year we talked about how Bitcoin would be at $105,000 and the biggest bank in Germany would be offering it as for custody services.
I bet that bank would have loved to buy that Bitcoin off of them
if this was actually going to come to fruition, right?
It's like, what a complete fucking, like, fumble, dude.
It was 50,000 Bitcoin, so it was $2.5 billion last year.
So what would be their net loss?
Well, they would have been $ billion dollars plus today if they just
you're not your your fumbles aren't as bad as that guys just like let's put that in perspective
that's one of the biggest fumbles in crypto history dude a five billion dollar loss in less
than a year wow germany continues just to just to be an l uh history, bro. So there we go.
Chief, go ahead, man.
I interrupted you.
No, you're good.
What about Connecticut officially bans the state from creating a Bitcoin reserve?
Like, are we just now going to get like segmented states that are just anti fucking crypto?
And why?
I don't know why.
Why they just denied it.
They just said that they're not going to do any kind of Bitcoin reserve.
Didn't Texas just launch like a $10 million fund just last week?
Yeah, Texas just went official and like passed everything.
And yeah, they're heavily allocating towards that.
So we have like these Democrat run states that are supposedly progressives basically saying,
well, Trump and the government likes this now.
We're just going to fucking put our heels in the ground
and say we're not going to do this
and just get left in the dust
when this is being adopted by the biggest people in the world.
Just kind of feels just like an ego thing, stubbornness.
I just don't understand why any country
would just officially ban it.
Like at least have some debate,
have people come up and talk about it.
It just kind of feels like a Trump derangement syndrome kind of thing and like you're gonna see like republican
states like texas arizona missouri florida they're all gonna adopt it and they're gonna be massively
rewarded in five to ten years when this shit's at fucking a million dollars per coin and then
these states like like connecticut well the thing about it is too these strategic reserves when they're at the state level they're being used to benefit state employees
and like government and not federal but basically state employees uh firefighters stuff like that
right it's it's those kind of entities that get a share of these state-run funds. And so it's like, it's not at the end of the day, like you can be
stubborn all you want and, oh, well, you're not going to benefit from it or you don't see any
value. But at the end of the day, like the trickle down effect is for the people that you govern,
right? It's not even for you. It's technically for people that get their check from the state,
like the DMV workers, the fucking construction dudes, the road, you know, it's like it's that.
And I think that that's the interesting aspect, too.
It's like you can have your own public opinion, whatever it may be, but just at least go through a voting process because it's at the end of the day, you represent people.
Right. So, I mean, that's one of the biggest things and the reason why a lot of the ones here in Texas are doing it.
So one of the biggest things and the reason why a lot of the ones here in Texas are doing it,
so these firefighter pension funds and these police officer pension funds can now start getting a slice percentage allocation, right,
through the Bitcoin Strategic Reserve and just these different alternatives.
Once again, the debt is not going to ever be paid down.
Then let's add something onto this balance sheet that at least goes the fuck up.
And then we can have something to talk about slicing the pie in the future.
If we don't do that, we're just going to continue to pretend that we're going to pay this back.
No one's going to come knocking for it, right?
So that's the cool part.
But then again, it's like, what do we have to slice at the end of the day?
Nothing.
Well, you can take loans off of this and then go pay for infrastructure or go pay for a new firehouse too.
So instead of asking the taxpayers for tax money to build all this stuff you can
you know when this bitcoin gains interest you can take a loan out and start paying for stuff
instead of asking the people for taxpayer money so i don't know man this kind of feels like these
people are just falling behind the eight ball and just trying to get politics involved i do think
well this is becoming businessy right that's another thing too i think that this is now becoming like which i
guess adds value to anyone i mean out there you think you're a trade or uh perfect your skills
bro learn a little bit because i mean if these things if these companies they're going to need
money managers right and to a certain extent if you understand just what a four-year cycle is, you're already 90 light years ahead of everyone else and all these Trad5 bros and all that kind of shit.
So if you're going to have people managing and basically controlling these funds, they're not going to move and be like traditional finance.
They have different cycles.
They have different narratives.
They have different everything.
So it's just something, too, to think of that you're going to have.
It's business-like now, right?
It's not just, oh, we'll get our slice of some dollars here and there, and then we just
got to deal with regular inflation.
No, no, no.
There's none of that.
There's going to be someone that's like, well, hey, whatever, let's do this or that, and
risk managers and all this kind of thing.
So I think it'll open up a door for that kind of sector as well. And it is becoming more business-like rather than just kind of sit and
forget and hope the government quote-unquote provides, so to speak.
Milo, do you have something you want to talk about real quick?
It's somewhat detracted from the point, but it was, in a way it's nice to see uh individual states in the u.s go towards a model
historically being seen as socialism but not all socialism is bad so sovereign wealth funds for
public enterprise and public good like has done amazing things in the world the uk health services
infrastructure all that kind of stuff so it's not all bad like especially if it's managed by
a local state and not a overall government department i mean it's
you and your own mayors and locals that are voting on how these things are allocated anyway so i
suppose it has more on you where you live if if your state is accumulating a crypto or a bitcoin
fund locally yeah 100 i mean cass you came up here also i don't know if you had something on your mind
or you want to talk about something completely different but good brother how we doing now this combo is super
dope and i think the thing i was going to mention is just this is like the the cycle
where we're going to see a lot of potential like things that break the four-year cycle
just because we have trump and this republican you know crowd and power that can push a lot of this stuff through because even them
pushing that big beautiful
bill, getting revisions and
revoting and all that stuff, this shit
usually doesn't happen super fast.
The fact that they're doing
shit quickly is kind of impressive.
But then it's like the flip
side is going to come where we're going to see
opposition. There's just going to be people who try to
slow things down, whether it be Democrats or like more centrally leaning Republicans who don't understand shit.
It's just like it's going to be very interesting, I think, towards especially the end of Trump's presidency.
That's the fear I have where it's like, fuck, dude, are we going have to like like literally beg for one party to be
the decider of crypto in america like that's not literally that's not the point that's literally
the opposite of what we'd want to see so that's the only drawback of like how we're seeing things
run right now i feel like it's it's dope maybe we do get some explosiveness that we didn't expect
but it's also like we could get a fucked up correction just because some dems want to slow the thing down and Nancy Pelosi can fill her bags in the back end
or some bullshit. Isn't that like, I think one of the benefits though, of not going
through executive orders, right? I think that, uh, I don't know. I mean,
ultimately this whole process of trying to hit the houses and go through
all of that, right. And get voting on both sides is to prevent
the, I guess you could say the
unwind that would happen if they just went through a couple signings of the pen so to speak right
because that's the one thing about an executive order can be done by another executive order come
next term versus if this actually goes through both uh the chances of it being appealed and
completely removed again right or out is uh
slim to none right not saying that it can't happen but it does kind of like cut the odds down to
about like 80 90 it's not going to get removed especially if it goes through the whole quote
unquote democratic process right so i think that that's one of the reasons too that uh loomis has
been kind of not necessarily dragging this out
but the order of operations kind of thing right ensuring that hey let's make sure we do this
and make sure we cross our t's and dot our eyes because at the end of the day you're right last
thing you'd want is to have this massive run-up now or early on and then get a full unwind the
last two years just due to uncertainty i was to going to get crypto on all these DIMS bags
and on these DIMS wallets and then
they'll be voting for Republicans so their bags won't nuke.
Maybe that's the plan.
Give them Trump claim.
Yeah, Cass.
I saw you talk about, I've just been following this project.
It's called Top Dog. I saw you did a post
on it. Is that sort of like a
vector.fun? For hyperliquid
you can see people's trades and stuff and vote against it? Can you give us a TLDR and I don't know much on it. I think to is that sort of like a vector.fun but for like hyper liquid you could see people's trades and stuff and like vote against it you give us like a tldr and i don't
know much on it you're i think you're in the beta kind of something on hyper liquid that's kind of
interesting me yeah that's a it's very much like vector uh except for it's just perps trading right
now and it's cool because it's all done basically routing into hyperliquid so like you could literally export
your wallet and just like log into the hyperliquid website and technically manage positions from
there uh i had to do that because i i sent usdc on the wrong kind of process and they have different
ways you can deposit you can deposit from like sol Arbitrum or Hyperliquid itself.
So it's definitely a cool one.
I think the UI is really good for a Telegram bot,
and I was not expecting to enjoy it so much,
and I already started just going fucking full degen mode.
So I would definitely try it out,
especially if you're trying to do perps trading, because there's apps that have done this stuff, like PvP.trade's the biggest one.
But Doubt's been going.
They've been kind of pre-TG for a while.
This is brand new.
Nobody's really using it except for really just heavy perpsps users or hyper liquid maxis and once uh once the
new stuff comes out where like there's more integrations into like hip3 and different
protocols that could be like very important to the whole network like these kinds of apps i think
will be more beneficial to to do trading because, you know, you're basically just
farming two things at once, like whatever Top Dog does in the future, plus whatever Hyperliquid
is doing as well. Yeah, I was looking into the HIP3. This guy did a great breakdown of it,
and it's a massive development for the Hyperliquid ecosystem. Basically need like 40 million staked
hype, and then you can start pretty
much building whatever the fuck you want you have to create your your own ui ux but like you've all
seen the rise of prediction markets you've seen the rise of perpetual trading you've seen the rise
of tokenized stocks with this new bip 3 that's coming out that's all going to be available on
the hyper liquid rails so you'll be able to do prediction markets on hyper liquids uh soon you're You're going to be able to do yes and no tokens. You're going to be able to trade
tokenized stocks on there. So it's pretty massive. And the fact that anybody can build on this
kind of decentralized protocol and all they need is $40 million, I mean, only $40 million,
but, and you have the access to some of the biggest liquidity in Wales and this market.
And all you really have to basically do is build out the infrastructure, like the UX UI of these apps.
And then you have access to all this stuff.
So I do think there's going to be more stuff to talk about on Hyperliquid.
And all the stuff that we're seeing that's fragmented, like Polymarket and Kaleesh, is all going to be built on Hyperliquid.
And then it's going to have a real competitor because that already has excess liquidity already on those rails that can ape into shit.
So if you guys do want to get a breakdown on it, this guy did a pretty good thread on this HIP3 and the pros and cons of it.
So go ahead, Cass.
No, one thing I was just going to throw out there for people to watch as things roll out, I think the alpha is going to be just paying attention to the auctions
like we saw with the spot market on hyper liquid where you'll see the teams that are going to
launch a new ticker soon and you're going to have the same kind of 36 hour window with these
new like markets so if some fucking crazy i don't know like robin hood decides to do like a hood
market like we're gonna the dgens are gonna
know first essentially because these things only kind of have this process of like every 36 hours
if you have the 1 million stake type you can buy your ticker to launch your perps market or whatever
kind of market that you're gonna be setting up um yeah it's gonna be crazy i just trying to be a
better trader not blow my shit up so that way i can
stay alive and participate on some of these things because dude like who knows how much
some of these guys can make and then if they do the same thing with like the hyper liquid ethos
and reward the community that creates like a token flywheel that rewards its own ecosystem
it just yeah it's it's gonna be the the fun kind of summer of shit trying things out
potentially i think this kind of like i know that x stock thing came out yesterday of that those
mirrored like tesla and spacex that you can buy i think one of the things people are complaining
about is that you can only buy so much like for anybody there's a limit for amount you could buy
and that you basically wallet or like per order like the liquidity in the
liquidity to buy this is only 150k so if you had 150k you could buy all the texas tesla stock
yeah so they have like a limit you can only buy like 5 000 coins at a time or this and that
and so having this on hyper liquid that has massive liquidity, now you have bigger liquidity pools and then you have apes and whales that actually can buy like $150,000 of a mere Tesla stop instead of just getting limited out to like only like 5,000 tokens in general.
So there's a premium on them too, though.
I mean, that's one thing that you guys aren't, I mean, maybe people do.
It's an IOU, I guess, right?
Well, not only that, but it's a premium.
Like there's like a 10 or an 8 premium
on buying it here versus buying it on robin hood right so that's another thing too i mean
if you are already kyc'd and you don't care about none of that shit right because you already do
your taxes and you're a good fucking upstanding citizen or you don't even live in america
whatever right like then there's just different alternatives and that's the option of going in on chain. But if you can go on Robinhood and you're
going with size, then go, I mean, 8% is going to make a difference in your buy. You know, same
thing like when you, if you're looking for deeper liquidity pools or pockets in that sense too. So
I think if they close that marginal window, make it smaller, maybe a 3%, 5% haircut, maybe at the most, right, with slippage and whatnot, I think you might be good.
But yeah, 8% and anyone that's doing decent amount of size is kind of good, kind of toasted.
I think that these markets are still open five days a week.
And I think the tokenized ones, you could trade 24-7, but they close on like Saturday and Sunday.
I guess the premium is the fact that on Robinhood,
you can't do any trades when the market closes,
but on these tokenized stocks platforms,
you can actually make these trades in the middle of the night if you wanted to.
And so what reap pegs?
So like I should say we run up like when TradFi closes and we run up Tesla, right?
We take it.
I mean, we just basically buy it all.
I mean, it doesn't actually change the price of Tesla then probably, right?
It's just the available shares are gone and the next morning they'll reload more shares kind of thing.
I'm guessing.
I'm not like a technical expert on this, but I would imagine there would be some kind of arbitrage on these centralized
ones and these decentralized ones. And I'm understanding that the people that are holding
this is like some fucking, they have just like a massive supply of it. And then when you buy,
they sell. And when you sell, you buy. And they just hold custody of this. And you don't actually
own the token itself. So I do think there will be arbitrages that you can basically get involved
with some of this stuff in the early days. But I'm not a technical expert. I'm just learning
about the stock exit and just listening to people smarter than me kind of talk about
the pros and cons of it. So I would imagine it'd be arbitrage just like anything else.
Yeah. If you guys can get, uh, get the edge on that, that's huge. Cause my dumb ass is
over here on, uh, extended another like perps platform. And I've been just taking stupid trades on like SPX and the NASDAQ and the Euro because they have some of these things already.
And the way they're doing it is just like you guys are saying like the liquidity is pretty thin.
Like there's only a few market makers and the slippage is kind of rough.
So like there are times where you could, you know, have arbitrage opportunities.
Like it's like a hundred dollars off on like the NASDAQ price.
But by the time you buy in and then you wait for another buyer, you're almost pushing the
price up a hundred, you know, points or shit.
And so it's like, it's one of those things. It's kind of rough Like you're almost doing like a futures bet on it and like doing a little
kind of forward thinking of like where things might go, but yeah, man, it's gonna be fun, right?
When you start I mean imagine this is just us trying to make fast moves now imagine when you put flashbots in and
They're they're taking loans and completing the same the buy and the sell within the same block and paying the loan back.
Now what?
Now, I mean, how do you match that shit in regular TradFi for the stock the next morning?
You're like, yo, there was a $50 million buy and sell.
And yo, what do we do?
They're like, yeah, you just just pretend like it's not there
Like they bought and sold it and and it doesn't even matter. They're like, well, where did the profits go for everybody else?
They're like, yeah, those you got to pay out, you know
And so it's like it's just gonna be interesting when you start adding the actual
crypto I guess attack vectors
That are present
Into these quote-unquote
Time-regulated markets that can't keep up in real time.
Go ahead, my list.
Yeah.
Yeah, just a wild thought.
Didn't FTX have tokenized stock?
I vaguely remember it.
I just want to go back and remember
and find out how they behaved on platform
because they had a lot of liquidity
and they have a lot of traders on their exchange and they were doing tokenized stocks
They were they were doing tokenized stocks. I think I don't remember because it definitely got fucking funded out
A lot of stuff got lost on there. Um
Yeah, this is just gacha season two
Has begun season one has ended for all you degenerates that were playing the scratch-offs
um they were fun for a while until you realize you lose most of the time and then they changed
up the the win ratio so uh pretty impressive numbers i guess you could say um but doesn't
surprise me i mean if you are in a state that people can do the lottery or scratch-offs like
here in texas it's fucking crazy like there's parties that people do scratch-offs.
They give them as gifts and shit.
So I understand the culture and the gambling aspect of that.
Just go check.
They said that your points potentially mean something in the future.
Probably whenever they go, whatever, launch a token, if whatnot.
And, yeah, all the information is there.
Also, Abstract XP has dropped earlier today.
Just go check where you rank.
And if you're doing that whole Abstract farm, just so you can keep up with the new badges.
Go ahead, Iceman. GM.
Yo, GM, TDR, stay poor.
I'm getting my ex on, taking the dog for a walk, so I don't have too much here.
But I just wanted to drop this in here, something out of the Somnia network.
It was the other day.
They're at EFCC.
It looks like they're teaming up with Google Cloud Tech to power all their AI stuff that they're going to be releasing soon.
And I did notice today when I was on R rarible.fun there's a little section for
somnia coming soon so there be a lookout for some somnia nfts and stuff headed over there
uh teaming up i'm not teaming up but there's a lot of mega eef stuff on there too that's that
i'm pretty bullish on so something to look out to something to keep around is the faucet
working yeah the faucet i believe it is working i did it a couple days ago but i'm i haven't tried
it recently today or anything okay yeah no because i mean like i've hit the faucet recently these
last couple days and i haven't got my stt balance to go up so i just didn't know if it was too late
for us to like kind of push people towards going and trying.
If the faucet was dried up, if there's a second spot to go or something to do.
Yeah, so you could actually head to the Somni Exchange and you can go there.
And they have a faucet that'll link you to some more STT there.
more stt there uh you can also get a usdt or usdct um with some of the requests and stuff they have
on the somni exchange that they're also doing all right cool yeah because i was trying to complete
some of the quests and then uh i would hit the the regular like faucet hit on the main page on
the hub and uh just my balance has never changed hasn't changed in probably over a week or so so
And just my balance has never changed hasn't changed in probably over a week or so
So just trying to see if if it is and if we're telling people to participate where they can go and how they can get involved
Yeah, I got you. I'll um, I'll double check some of the links and check in with
The intern actually to be honest with you to see what's going on with that
that um but if you do need some stt uh shoot me a dm i'll send you some pretty surprised man go
But if you do need some STT, shoot me a DM. I'll send you some
ahead x i was just thinking just in general like the like a lot of us came in 2021 if you didn't
come in there but how we came into the space through nfts and then pepe came out and a lot
of us learned how to uh you know use uniswap and use j. And we got into meme coins. And then prediction markets came out.
And just the evolution of what we've done. And I do think the tokenized stocks is the final Mohican
of this space. It's the final thing. And I do think this is the last stretch of the liquidity
rubber band. And I feel like the fact that now we have tokenized stocks and no one in this space has ever traded stocks, I do think it stretches out the liquidity a little bit more.
And I do think that possibly it could affect people's tokens in general just because now liquidity, it has an extra thing to compete with.
And now your money maybe won't flow into, say, Chainlink or Solana or maybe Polkadot, maybe now you rather have that liquidity
in the Tesla mirrored stock or a SpaceX stock.
So I do think, you know,
while we have this minimal amount of liquidity
and degents here, this is great for, you know,
when the next class of people come in
because now there's multiple vectors
of this liquidity can flow into the space
and then possibly sold and then put into other things.
But I think when liquidity is low in the kind of the trenches I think this could affect just you know our token prices now
Now we have different competitions and new stuff to put our money into so I do kind of see that
Being an issue
That's the new wave of threaders and motherfuckers on the timeline
Are the stock experts now that are about to pop up and be like, I've been doing this my whole life.
You need to see my Fidelity account.
And you're like, all right, why are you here?
You know, pinned up top.
You got Izuki dropping a piece of news they have officially acquired, I guess, part of, or they got acquired, or
in combination of, I don't know the exact terminology, but a joint anime studio now
with Kamishima and Xenotune to develop, produce, and distribute anime globally.
The studio itself is owned by will and jada smith i don't
know if that's important or if that you know makes the anime better but i just thought that
that was an interesting piece of news that's being circulated as bullish so yeah i just wanted to
throw that out there for you guys as well uh this is in also, not necessarily partnership, but in tandem to their anime.com,
which is kind of trying to become a crunchy roll slash Wikipedia hub for just anime in general.
And so you can kind of see the overarching move, right? Ultimately go from producing their shorts
that they have been into their full anime series, and then have their own distribution slash aggregation platform as well, right?
Because that's one of those things that Crunchyroll does,
is just aggregate a bunch of animes for you.
It's like a Netflix of just straight anime.
So having a distribution and now also producing their own anime in-house.
I have one thing for kind of anime sections pokemon
there's this uh site called fidgetals i don't know if fidgetal actually does this one but it's
digital packs physical cards making collecting social gamified and easy join the future uh of
collecting today they're airdropping a hundred thousand pokemon cards to every major community
in eth and soul made possible by solana meta Metapex, Privy, Tenzer, and Crossmit.
Their first one this morning was to the Klanosaurs community.
So if you hold a Klanosaur, a small homage to the IP standing tall
against the industry giants, all Klanosaurs holder can now claim
a free tokenized Pokemon card redeemable for the next real thing
in the next 72 hours. So I imagine this is going to continue to roll out every day if you have like a pudgy
penguin or a zuki or a board ape or anything maybe in solana you'll be able to basically claim these
pokemon cards and maybe you hit nor rare and you can win like 100 bucks or something so just want
to bring that up is i got an opportunity for you guys to keep your eye on butchie yeah i don't know i i'm one of those like i didn't win the giveaway kind
of dudes and they're not giving you shit this is bulk that's probably graded in the way to market
but good way to market for sure right because everybody has this oh i hope i hit a rare is it
a good card i mean you'll probably hit something that's 30, 40 bucks, and you got to go sell it and
go through that process.
But awesome onboarding.
And another thing, talking about Klanosaurus kind of lined up perfectly is, let me pin
this up to the top, a post from just kind of what Klanos are and a unique dynamic that
I don't know a lot of people are
talking about or have seen right we've always seen these crazy prices for these clay knows
a couple thousands of dollars we've seen or heard about claim to store whales
we saw an example of whales and just demand when they had their popkins mint
i think that this is a little bit of secret sauce,
right? And it's explaining how they're ultimately the Popkins, right? We're a 25k collection.
But in reality, due to the movement, and then just the type of dinosaur it is the color,
the pattern, all that kind of stuff. It's actually broken down into nine individual clusters,
stuff, it's actually broken down into nine individual clusters, right? And then you start
having this matching of full sets and acquiring a full set. And that's just a theme that's been
going on. And Clay knows that I didn't even know existed, right? Most of the time you see these
buys and you're like, oh, cool. Someone bought one or I've seen some that walk a little slower.
And I'm like, okay, you like the dopier looking ones. You like the fast ones and stuff.
But in reality, there is a method to the madness.
So pinned up top is just a full breakdown of how exactly the 25K are broken up.
And if you're into collecting and establishing yourself some type of a clean, no reservoir or whatever it may be. Um, there's a little,
little recipe for how you do it. Right. And just giving you a little bit of the secret sauce for
that. So, um, next trail heads is a mint. I mean, these guys minted last week, uh, apparently they're
expanding again and it's okay. Uh, the mint did well sitting at a .15 Mint price reached all the way up.
Not Mint price, sorry.
Floor price reached all the way up to almost .2 coming after Mint.
But the ability for collabs for their next expansion, this is on the Camp Network, right?
This is done by a real Web 2 artist who has this child mini series regarding these
trailheads and you can get involved in the second one for collabs and for any kind of cute uh
community crossovers so got all the link pinned up to the top if you guys want to go twerk
or see if you can get yourself on the list itself
i think uh the last thing i had was Kato basically gets in
line with everybody else and drops some stickers today. I think there isn't any like collection
like size so anybody can get these. So if you guys did want some stickers for your telegram,
you can go and basically get 32 of these Kato stickers. I don't know if this has any kind of
reward at the end of the day or
what how they're doing but i know a lot of people are hyped about ton stickers um you guys can go
get these uh right now in their telegram so just something that i found this morning uh and then i
guess we can wrap this up with uh just two announcements right so botonics Lab is, I guess you'd consider it another EVM. Well, not another EVM, I'm sorry.
An EVM style Bitcoin L2, right?
Slash VM, a virtual machine.
And it kind of, I guess, is in play or a similar setup as Arch, right?
Everyone's heard of Arch Network.
Well, this is, I guess you'd consider Arch Network's competitor, right?
Same overall infrastructure build out, same idea of creating payment rails, fast processing,
right, etc. But it is a VM on Bitcoin. And that's the idea of it is on L1, but it's technically
not L1 Bitcoin, right? So just to make sure that we keep that differentiator
as these l2s and these new versions continue to come up a lot of the guts are not core l1 bitcoin
and that's the that's what keeps it right from being able to do what we'd like in these you know
one second blocks or one minute blocks whatever it may may be. So just keep that in mind, use a burner, use new wallets for all these meta protocols, right? We have kind of this whole
back and forth of what exactly is the battle, right? Between BRC 2.0s, Alkines, right? Arch
Network. And then now you have these new BRC 2.0 actual NFTs, similar to how they had the
orbitals on the alkynes. So the Bitcoin ecosystem is continuously growing and kind of fragmenting
itself even further. But ultimately, there's money to be made and participation in all this.
Just best practices and make sure you keep up with whatever meta protocol you're involved in.
Right.
I just got one last thing pinned up to the top and it's just tag breaking down just oil wallets approach to the infrastructure setup.
And then just them breaking down the use of Arch and the VM style setup.
That is kind of their end goal.
So hope there if you're into Bitcoin side of things, right?
If you're looking for composability and just fungibility on Bitcoin,
they're trying to technically build it on L1.
But there are builders just, in a sense,
continuously to innovate on that side of things.
Did you see, I guess this is the last thing,
was the Cirobro kind of thing?
I saw some people actually showing their ref links but
I guess it's like a wallet manager and a portfolio AI
Analysis tool that you yeah, stop
I was just gonna say bro. Look stop telling people how much fucking money you have
That's no security tip number one
we see people getting robbed and getting beat up and
Thrown in cars all this shit all the time and
then you guys continuously give out perms to your twitter and uh now we're gonna you basically use
an app that tells people how much you have right i'm not saying it's good i'm not saying it's bad
i'm saying i hate the timeline being filled with everyone shilling their fucking reference link at
the same time uh mav's a good builder worked for for Meme Land, comes from Kaiju Kings, known him for a long time, right?
It is that. It's a wallet manager with AI tracking and kind of portfolio management.
But, I mean, I think that the go-to-market is horrible, bro.
I personally hate seeing every single KOL twerker on the timeline saying,
this is the best app known to man today
i mean it maybe but the fact that all y'all said that means i'm not even going to look at it
right or i'm not even going to try it so that's just me i i get off put by that kind of stuff
other people don't um there is a points opportunity there um this isn't uh in partnership with Ethos. This is utilizing Ethos as information and data.
So once again, it's not Serpent and Co.
This is Cerebro then pulling Ethos data in the background and being able to offer.
That's one thing that Serpent said that that's what Ethos is for, right?
They're not partnering with anyone utilizing their data or their API. And that's just that that's what ethos is for right they're not partnering with anyone utilizing their uh data or their api and that's just that right it's data and api and you interpret
it and you add values to that how you want to it looks like they got their account back too
them and fantasy top were suspended last week so i don't know it's just them pulling data or maybe
they didn't pay for the api i don't know what the is going one of the biggest reasons for account bannings and for a lot of these protocols is
is in the perms that you give away right yeah if the account has the ability to post for you
that's the number one thing that twitter hates it's cool if they can read your profile and do
all that right but if they have the ability to actually write and repost and do all that for you
twitter considers it technically
bot automation right because you can sit at your computer never log on to twitter and just
use these app and these api calls so that's the biggest red flag on hey is my account potentially
at risk maybe if you give away perms that actually open that up right for them to write and uh repost
and all that just be careful what you sign
That's all I got into first chief
Yeah, well, I appreciate everybody for coming out to the tda guys
First show of the week, right?
Getting ramped up likes engagements go a long way appreciate that when the show is over a thread will go out
It covers everything that we talked about use it as a resource when you guys are doing your own research any kind of love on that helps us get more opportunities for
you guys as well as grow the tda some sharper minds and get more people on stage right we do
this tuesday through saturday 11 till about 12 12 30 just depends on the conversation at hand
it's td air stay poor we'll catch you guys inside the Foundry and see you tomorrow.
Y'all have a good one.
