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THE DAILY ALPHAβ»οΈ
Recorded: March 21, 2025 Duration: 1:26:40Space Recording
Short Summary
In this week's Daily Alpha, key developments include Meta Planet's partnership with Eric Trump for Bitcoin adoption, the launch of Proof of Liquidity, and insights into the evolving landscape of DeFi and blockchain integration in government. As new projects and tokens emerge, the crypto community is poised for growth and innovation.
Full Transcription
Yn ystod y cyfle, mae'r cyfle wedi'i ddod yn ystod y cyfle.
Mae'r cyfle wedi'i ddod yn ystod y cyfle.
Mae'r cyfle wedi'i ddod yn ystod y cyfle.
Mae'r cyfle wedi'i ddod yn ystod y cyfle.
Mae'r cyfle wedi'i ddod yn ystod y cyfle.
Mae'r cyfle wedi'i ddod yn ystod y cyfle.
Mae'r cyfle wedi'i ddod yn ystod y cyfle.
Mae'r cyfle wedi'i ddod yn ystod y cyfle. Mae'r cyfle wedi'i ddod yn ystod y cyfle. Welcome back guys.
Appreciate you guys stopping by. It's Daily Alpha. We're
running from Tuesday to Saturday from 10 15 to 12. Appreciate you guys stopping by like
we're supposed to space. We're on ethos too. If anybody wants to go on ethos, I've got
a few invites left. Send me an EVM wallet. You can review us. Are you going to review
the TDA? We would prefer you to review the TDA.
So do that.
And then we have Allison's thread pinned up top
for everything we covered yesterday.
This week's been jam packed with Alpha on top of me
doing live streams with Alpha.
So there should be no short of that happening
if you're in connection with me or follow me or the TDA.
So appreciate all that guys
Love you guys, and this will be the last show of the week
We're gonna alternate every other Saturday here going forward
So this would be it and we'll be back on Tuesday, and I will be doing a live stream on Monday
So I won't be gone too far, but uh maybe today's show would be a little shorter
I don't know. I don't have a lot to cover. I'm all alphaed out, but college basketball is starting.
My bracket's already wrecked.
So I'll just be watching for fun and enjoying the weather.
So how we doing this morning, Chief?
You doing all right, brother?
You ready for this last show of the week?
Yeah, bro.
All good.
I picked up my parents from the airport earlier in the morning. So that was dope. I got to see them and then just, you know, getting settled in for a good weekend and
markets are somewhat settling down.
I mean, we got some good news at least with infrastructure, right?
And more money getting poured into the United States.
But ultimately, we're trading a narrative market now and it makes it a little bit harder,
right? Because at any point, we get a tweet, we get a message, we get some and you get some type
of market reaction. So it's good, but it's not. It's one of those you have to sit and stare at
your computer in case people take the news either too literally or not at all, you know,
and stuff like that. Yeah, there's not a lot that happened yesterday macro wise about us put up a few things up
Japanese public company meta planet, which is basically doing the Japanese version of micro strategy
They appoint Eric Trump as a strategic advisor to help them with Bitcoin adoption
So these guys have been kind of doing what micro strategy been doing for the past two years and adding Bitcoin to their balance sheets
And they added Eric Trump
To their advisory board to help them, which I don't think they help but helps for them his last fucking
I mean, I don't know if he's starting off with a good track record his last public
Yo, go out and investor or buy now was when he was at 2900
He was like by the dip. This is a good time to do it!
And that was like the last major tweet he did. And now here we are with ETH at, uh,
under 2k again. And I mean, I think that that's the greatest part too. It's like we get so
much bullshit for ETH and, um, like development. And it's like, this is the last time we're
going to see 2k. This is definitely the bottom and then sure enough every time we're right back
under 2k within a couple days. Yeah I guess it's about just like time
like if we look back at the end of Trump's presidency and he says that
and you know Ethereum's at 10k you'd be like oh he's a
he's a psychic how did he know but if you look at it in like
a two month hiatus,
you're probably like, oh, he called the top.
So it's just really about just like explaining.
And look at this, interesting enough,
as soon as we're talking about that, a news,
I got a notification.
I mean, I'm pretty sure a lot of us have the same sites,
but MetaPlanet stock raises 15%
with the news of Eric Trump
becoming coming onto the board to help advise. And we talked about this forever.
How you're gonna create your stocks,
the pump in the future.
It's yeah, I mean, like,
it is literally the Eric Trump announcement
we just talked about just literally had it cook up for it.
So there you go, dude.
So yeah, we will talk about this forever. Our a lot of these board members. So there you go, dude. So yeah, we
were talking about this forever. Our a lot of these board members
and stuff, you know, they're sitting on the same boards and
they're all looking at their stock, stocks and stock splits
and like, how do we get this to go up? And you're looking at
micro strategy and it just continues to go up and then you
add Eric Trump to your advisory board that's helping you with
Bitcoin and your stock price go up. So I think this is
kind of what we're going to suspect in the next five to 10 years is a lot of these companies
putting Bitcoin on their balance sheet just to keep up with the Joneses, right? Like this is going
to be inevitable and you're going to need it to keep up and have your stock price kind of keep up
with these other guys that have it. So that happened. And then we kind of talk about blockchain
as part of the government and Trump administration plans
to rename the US agency for international development,
USAID, which has basically been under attack by Doge
as the US international human assistant
to integrate into the state department
while incorporating blockchain technology
into the procurement process to enhance the security and transparency
of fund distribution.
So even Tyler talked about it.
So according to the memo circulating
the State Department and Trump Minister,
he wants to change US aid
to US International Humanitarian Assistance Program,
place it under the Secretary of State,
leverage the blockchain for procurement. The USAID employee commented on one advantage of blockchain stating tying payments to outcomes and results
rather than inputs would ensure taxpayer dollars deliver minimum
impact or maximum impact. I wonder which blockchain would be
the best suited for that. So I know there's been some maybe we
see Swift yesterday. So Swift yesterday has now acquired get
me get me actual post,
I think it's a huge percentage of XRP off of the free market in preparation for free trading. So
and for payment rails across country and for banks. Let me actually find that post, but
it happened yesterday
what blockchain you think would be best suited for this I mean there has been
this XRP bro duh I don't know yo but it is funny I mean I got my normie friends
hit me up again asking about XRP and what I think about it now this was the
guy that hit me up when Trump was had just dropped.
Remember, and I had to explain that it was a shit coin.
And I was like, look, it's going to go up because people say it's going to go up,
you know, but that's it.
Yeah, I mean, I'm on TikTok and that's like one of the top leading trending
crypto communities on TikTok is XRP. So your boy must be on TikTok a lot because that army is crazy over there, dude.
It's every video that's top trending has XRP in it.
It's like the cheat code.
If you want to go trending on TikTok, talk about XRP.
So, I mean, they had some stuff dropped on it.
So I would imagine like sentiment's high,
like the conspiracy theory is playing out exactly as predicted, right?
What I just read was apparently hacked. The whale account is still hacked and is tweeting
out false information. That's why I can't find the post. I'm like, Ron, no, I'm not
tripping. I literally read it. It flashed on the top of my screen when you know you
get your notifications. And then I clicked and I don't have any new notifications. But
yesterday, I mean, that's wild that they're still hacked because if it's whale watchers, which I think it is or the green one whatever watcher guru
They've they said that they got hacked yesterday and that they supposedly fixed it and they don't know how it happened
And this is what the second or third account now that says here
I'm gonna post this back up here
I mean apparently they're still hacked and they're posting false information account compromise our account. On March 5th, a Telegram user sent us a valid X-Link to an X-post of
ours, what we suspect to have been the social engineering technique to access our account.
However, we noticed the link was formatted in a strange way. It was an official X-developer
staging site using X's official domain. However, it included specific paths and token query
strings that X-links do not have. We do not think much of it because
it was official link but sent the messages to X head of cybersecurity just in case. However,
we did not receive a response. On March 21st at 2am our team noticed an unauthorized post
was made to our account and deleted within a few minutes. We logged into all of our devices
on our account and reset the password. Our posts were then automatically aggregated across all our social media platforms
and we have a bot that reposts to all our social media automatically once just in or
breaking posts are sent out. It was automatically reposted on platforms like Telegram, Facebook
and Discord. While we cannot confirm that the hack was due to the specific link, we can confirm that the same Tier 10k who was
hacked recently had two FA enabled, no connected apps, and no API tokens and were used to post
it. So, I mean, that's wild that I literally read an update from them and this was just
occurring. So, a lot of people are having this and I was just going to mention this today.
It was in my topics but YubiKis.
I mean it's been probably a couple months since I've talked about that.
It's 50 fucking dollars bro.
Spend 50 to 100 dollars if you have any sort of platform on X.
Not only is this a protection for you for your account what you've built
your name your brand but it's for your followers it's for the people that you know have notifications
on for you because you're a ko well because you're a brand leader or whatever it may be
and you put them at risk too right so a lot of this stuff is they have some of the utmost
security except for the actual
physical device that prevents you from doing anything unless you have it. Right. That's the
last step. But it's also the biggest pain in the ass step that most people avoid. So continually,
I mean, hacks are going on. Like he said, he posted another reference that happened last week,
someone the same, no connected daps, no connected protocols, but account hacked.
And I mean, just right now, I literally read the update from the top of my Twitter when
the banner pops up.
And then as I was looking to pin it to the top, it was nowhere to be found.
So y'all be careful out there, especially making moves, because as we were talking about
earlier, this is a news driven and kind of event
driven market right now right everybody is yeah the charts say one thing yeah
we're in XYZ ranges but what people are expecting a tweet from Trump or something
that come from this crypto summit that we have right and all those things are
people ready to move with the market or, you know, to move the market. So just keep that in mind.
Get your security in check.
I just got that, you know?
Yeah, for sure.
I was just thinking like, uh, there's been a lot of, just going back to the
blockchain discussion, I think that something that we're all been waiting for
is having, you know, the blockchain incorporated some part of the government.
It looks like we're moving forward to that.
I would imagine it would be some, uh, a, one of those ISO 20222 companies. And I remember reading maybe a few
months ago that movement labs was in like talks to incorporate blockchain into the government and
they recently went main net and their tokens live. So maybe it's movement kind of on the radar. I
remember kind of reading that as them having discussions and maybe that was part of discussions
with this like USAID thing.
So I think if we can get blockchain incorporated
with voting and like Merkle trees
on where our taxpayer monies are going,
I think that creates a more transparent government
and which we can be more accountable for.
Cause a lot of this money that's spending,
no one even knew where it was going.
So if we can have some kind of trace
that's using the blockchain to do so, I think that makes us have a more sustainable
government in the future so I do think blockchain is coming.
Isn't Kali doing that?
Didn't they at one point try to or want to use Tezos for their DPS and DMV and all that
shit?
I guess.
I don't know.
Yeah. I mean, they were doing that for your licensing
and your state registration for your cars and all that.
Just think that's so basic.
Like, that's obviously going to be minimum requirement for every state.
I just think of.
Oh, it's Tezos.
I think that that's all Tezos can handle this state registration.
You know, ultimately, you got to build your own chain or go to a better secure one
I think they recently transitioned from Tezos to have a Vax
recently, so
SEC confirms Bitcoin and crypto mining does not violate security laws. So that's official and then
Tornado cash addresses removed from the Office of Foreign Assets, the OFAC sanctions list.
So starting to kind of unravel all the corruption
that went through with Tornado Cash
in the past four or five years
where these guys just created a program code
and were sent to jail.
And these are, I think they've been-
Those sanction lists were like people that interact,
like this is what we were talking about.
I forgot, almost like recently, like a week or so ago that if you had seeded you know let's just say
Bitcoin or whatever because they went through tornado cash there were certain
exchanges that you weren't allowed to use right because they considered it
like oh this this is dirty money it's been through tornado cash and so this is
removing that list of all those wallets that were in a sense blacklisted
from exchanges or from being able to access or utilize their money even if it was just um you
didn't do anything bad right like if i fucked around on tornado cash and i sent you payment
through you know and it's using that money you wouldn't be able to offload, you would have to explain,
it would just be a whole series of events for that. So I think that that's the good part too,
because now, I mean, you already knew that the program itself is okay. But this is the last
straw, right? Is that anyone who now uses the program or receives dirty quote unquote money,
isn't necessarily going
to prison because someone sent them dirty money, right?
Yeah, that's I think it's it's overdue.
I think this is overdue.
So just kind of heading in the right direction, sanctions being lifted, Bitcoin mining, not
securities.
There's a lot of positive news prices and following.
But if you look far enough out into into the year you
could see how all this is going to accumulate into us kind of continuing in
this bull market I do think we're in a bull market I do think we kind of go
into like six months bears and then have euphoria for four or five months and I'm
looking somewhere around the summer where we kind of go back to where we
came from so did you deposit any money into the defy dungeons yesterday chief? yeah that was the biggest fucking shit show ever. how much did you get back compared to what you put in? 97% so you put like
no no it wasn't just me like that was the amount everyone got roughly like 95 to 97%
or something around that range of what they put in. If you put us you put one soul in you got like point like point one back of the gold token or
something and you got a refund? Yeah. So did you buy on secondary after you got your refund?
No because I didn't do so out of the sheer fact that like so look if I would have had access to
my USDC instantly and this is what
I was talking about this is I think the biggest fuck they fuck themselves if you would have had
if I would have access to my USDC I would have been like this money was dedicated toward DeFi
Kingdoms anyway I'm gonna buy some gold token oh look the DEX is right here I can just add more
to my position and it's a good day.
Right? Like, oh, I didn't get tokens at pre-sale. I'm buying right at launch.
I happen to be here right at launch. I get it at the price I quote unquote deserve.
Bro, they didn't unlock our money. Right? Coincidentally, they didn't unlock any of the USTC for what?
15 to 20 minutes. And so, I mean, like at point I got I got a sliver of what I wanted
I don't got any of the money that I had already allocated for this
To buy and you want me to go move more money around or you want me to deposit more liquid in this and then just wait
Until you figure this shit out
So I think that that really kind of slowed down their momentum and the tokens momentum as well because it didn't necessarily catch a
bid afterwards right. So I think that if you had that ability to go and spend the
money the USDC was unlocked instantly. Oh this would have been a major cooker
regardless of the percentage you got you would at least been able to get a couple
X's or some margins closed on that end
right but that was me man i mean i honestly feel like maybe other people were the same
because i was like hey this money's already uh done it's lost it's burnt i dedicated it to
buying gold whether i buy gold at tge or i buy gold you know a minute after tg on the free market
i'm not really fucked up about it, right?
I wanted to get some gold.
Now it's like, yo, you get this, here's some pennies.
We gotta go make you change and we'll be back, you know?
And you just sit there and you're like, all right, cool.
I'll wait and you don't come back for, you know,
everything's sold or no one's buying.
And then now you're like, all right, cool.
So hopefully the NFT itself revitalizes the the interest
in the game I mean the interest is clearly there I think a lot of people
were also just deploying mad bread because there was that a refund aspect
right you didn't really have to worry but I mean that's interest is there will
it maintain there will the will the actual NFT cause the token to spark up?
I don't know.
I think that that's just what we're waiting to see now.
I think the demand's definitely there.
It's just that you just got a very, very small slice
of the pie.
So the demand's definitely there.
The NFTs are probably gonna go crazy.
It's a small supply.
I think the game will be successful.
I didn't buy any. I just saw it over
like pre-sale meta like it's over subscribed. Everybody's in a hold off and I put a little
trade in right when the deposits went live and everybody got their refund. I put a soul in at
like 30 million and it went up to like 38 and I think I sold it for like at 35 million and made
like point two or something. So I'm just kind of sitting here and looking at it.
And I thought it was, you know, obviously demand
and probably going to play the game.
Just need to wait and see where kind of the gold price ends
here. I think I checked it last night. It was like 20 million.
Is it somewhere right around there now? Or has it gone higher?
Cause I've looked like I didn't really look at it anymore.
I mean, like I said, I got pennies on the dollar and didn't really care for it because I did.
I mean, I really think that that flow is what ruined it for a lot of people, especially imagine if you did like size.
But I mean, if I went in through, you know, five, six figures at this and a lot of people did once they realized that, hey,
it's about size now because you're not gonna get your allocation unless you go
big. Now you're literally sitting for 90, let's just say 90% of what you put in with size
and twiddling your thumbs and hoping Meteora, you know, figures it the fuck out. So I don't
know. I think that that ultimately slowed down this boom, but it could be a buying opportunity now
because that's exactly what happened right it's just it was stifled by
Meteor itself not because there wasn't demand not because people aren't excited
for the game it was more so the flow was row ruined and people were like yeah
I'll come back to this later so I don't know just checked it 21 million so I
don't know if that's a level that's gonna stay at but that seems like a pretty safe
Level it's a kind of DCA in it if you are gonna play the game in my opinion
Um, I picked up today's mints not much in here that I know much about you guys can breed for yourself
We have moody mixels on hyper liquid
Mr. Manzo by I heard that that one a lot of people or I haven't heard I've just been seeing a couple posts
You know people pumping their bags hoping that that's a good one.
Oh, really? So one hype 1.25 for public it's a 4000 supply. It's on hyperlibrary pixel Mellady derivative PFPs on hyper liquid the mint is cheap. Supply is mid sized and it's getting a decent hype.
Rap world known as alpha caller trader is actively shilling it which helps visibility
They also collabed with top entity communities on the og hyper liquid community
So yeah, they probably got some collaborations with hypos and stuff like that
But I guess that's a pixelated version of a malady which kind of seems like a derivative of what?
Hypios would be so maybe some decent profits there
Mr.. Manzio and st. Piers that's free. It's on Solana.
That's the one I was talking about yesterday. That's from the God hates NFTs guy.
That one should be a nice little cook man. I mean a lot of people weren't
around for that and so they don't even know the relevance of God hates NFTs and
all that you know. So maybe not because that was actually like a cultural moment.
It made the news. There were pictures this shit. So I don't know
There would probably be some like stunt to get marketing for this. Yes, but it's free. So that's another thing
I'm like, dude, what do you really have to lose? Like it's a free NFT from a project that has a
Even if you don't want to call a great background or whatever. I mean it cooked it went to $500
So from free to 500 anywhere in between is somewhere good to land in
My opinion yeah
Not not a bad bet on that since it is free and those guys do gain a lot of attention when they do go
Creating drama on the timeline so maybe they got something planned today, and they used to do a lot of like what is it?
Like acting I forgot what it's called performance shit You know like from like you said they used to go on hard on the timeline
They used to make the actual videos and shit like that
So, I don't know I can definitely see them with some type of stunt once this is fully live and ready to go
Yeah, that's kind of what I think is coming coming down the pipe with them. We have cooked culture on Barra. That's free also
3333 with them. We have cooked culture on Barra that's free also 3333. Degen mint on Barra
chain the art is ugly but in a way it stands out could be in the market pays attention.
Right now Barra NFTs have low volume. Other egg Genesis that's on ape chain. 11 ape you
know open C has been telling you guys to get on ape chain and do shit. I'm not saying those
boxes are going to be worth anything but wouldn't hurt to get like a cheap NFT in your wallet
just to get those XP.
And then this one went free this morning on Monad,
GM Monad 900 supply basically went instantly
like reached 60 or 65 mon.
And then the one that I saw this morning is Rainbow Wallet.
Just launched a
open edition. They're telling you to mint and it kind of
ducked tails into what I want to talk about next. Rainbow
Wallet also is launching a token launcher. Update your rainbow
app now. How does it work? Launch your own tokens on your
favorite EVM chains built in tool for airdropping your
tokens to friends and communities when together make crypto fun again. Launch your tokens on your favorite EVM chains built-in tool for airdropping your tokens to friends and communities went together make crypto fun again
Launch your tokens on your favorite chains 12 supported networks
They got a theory in base, you know, you know chain Barrett chain ink on chain Arbitrum optimism
Avax polygon B&B blasts and Zora and more to come airdrop to your friends want to spread the love easily airdrop your new
Tokens to your farcaster friends top community members and the most loyal
supporters with the juice, which are just a few taps. So how does
it work? Upload a logo, choose a ticker just like pump fun, you
guys know how to go and then went together crypto that way
should be accessible and fun. So that's happening. And then also
this morning, I was just going through the scanners and saw
that rainbow, rainbow wallet created a foundation page on X
So they've been you know kind of hinting at an airdrop for a while now
And it kind of looks like that's right around the corner
We're gonna probably get some wallet wars because it just seems like every day. There's a new wallet popped up
I got a I got another wallet that I found last night that basically lets you trade
Crypto start stocks on the blockchain and in their app.
So these wallets are all really got Wayfinder.
We have DeFi.app.
Now we have Rainbow Wallet.
And I mean, there's so many more.
So I do think Wallet Wars is about to start in Rainbow.
I don't know if anybody even uses Rainbow Wallet, but it looks like their airdrop's
coming relatively soon with the creation of this foundation.
So I would admit the NFT, the open edition today,
that could be some kind of qualifier for the AirJab.
I would just imagine why would they release an open edition
the same day they kind of release all this other stuff.
So I would just imagine.
And you don't need the wallet to mint that.
For anyone out there just mint NFT.
I mean, I literally went to that link that X-Post did
and it's on base.
Yep, it's on base.
What up, Stella? Hey,? Hey guys what's up?
Coming to you know fits right into the segment of new upcoming minst I wanted to share what Udi
mentioned about the Tapered Wizards on his show today like an hour or two ago with Farouk on Rug Radio.
So which I didn't know that for the public Dutch auction,
they are making a phantom wallet connectivity and you will be able to mint with Solana
to pay with Sol and receive it, you know receive a tap or two other on the Bitcoin address
That and also
there was you know questions asked about the op cat where you know where the op cat stands and
in the woody mentioned
that they had a big meeting in Hong Kong with
the miners and basically, you know a big part of the op and basically, you know, a big part of the
opcad to do with them being on board first. But he mentioned that there's going to be
announced a big event related to that. And that's still coming up. So, Farouk was kind of trying to get the information
out of him about it, but he said it will be announced soon. So, maybe after all those
quantum cats will have some use. So, basically, that's it. That's what I just came up to say. And if people, you know, want to have, you know, are not able to get whitelist or XYZ and they have a lot of Solana, for example, you don't have to, you know, you don't have to
Convert it.
Swap. Yeah, you don't have to top. Thank you for bringing that up, Sohla. It's the poster Moody himself. And then, I mean, talk about kind of that idea of taking culture, taking
liquidity, right, from other chains and bringing it back to the mother chain, right, from devs.
That's kind of the op-cap positioning to now, even the ability to participate in the auction itself
with Seoul, right?
I think that that's pretty cool.
So if you guys are interested, it is pinned up top.
It said that, did we mention that the open Dutch auction
for a few Taproot wizards that remain
after the whitelist phase,
people will be able to mint using their Phantom wallet.
They'll be able to pay in Seoul
and seamlessly get their first ordinal on bitcoin into the same wallet. Details soon. So pretty dope honestly.
Yeah that's pretty cool. Thank you guys. Thanks Stella. Appreciate you. Thanks for coming up
and sharing that. I didn't listen to the space so I'm glad that someone could inform me on it.
Just getting through just some of the wallets.
Backpack is now just launched something about eight hours ago.
Welcome to season one.
So I'm talking about Wallet Wars.
Backpack starting their season one.
The first points drop has been awarded
to the 475 plus K users and traded in pre-season and public beta.
Use Backpack Exchange to earn points
and increase your rank points will be dropped each Friday.
Every action counts.
So just another wallet asking for your money
and your interaction.
I don't know how, like we're pretty spread out right now.
I don't know if I have the ability
to do another fucking wallet,
but Backpack launching their season one
on top of Rainbow Wallet launching their season one on top of
rainbow while launching their thing this morning and then the one that I found
last night see it's called rabbit shit I have so many bookmarks, sorry.
We're still waiting on Rabby too. Rabby, yeah that one too.
Ah shit.
Maybe I headed in the wrong one.
Yeah, it's GitRabbit. There it is. I got it right here.
I brought it up yesterday.
It's pretty interesting. It's a trading app for all your needs.
Trade crypto, meme coins, alts
and stocks all through a single get rabbit crypto wallet. Buy
trading tokens any way you want. Yes, Apple Pay to open finance
anywhere. We'll say open finance and open world trade anything
anytime anywhere. I think the one like it's a pretty typical
wallet. But I think the interesting part is that you could have salon in your wallet and you could buy Tesla stock on their app, which is pretty cool.
I mean, I'm not saying I'm gonna go buy stocks, but they have ETFs on their leverage ETFs that you can all buy through like using crypto.
And so I thought it was pretty interesting. Just another kind of wallet super app that's coming out. There's a lot of these coming out. This kind of reminds me of a little bit of DeFi dot app just by their production level and
like the just the main video that they posted. But I think they're gonna have leverage trading
on there. I was looking at it last last night. They have a few like just kind of like IOUs
though. I mean, I'm really interested on the crypto thing is that like, do they own a stock
pile of, for example, oh, I own a hundred Tesla stock and, you know,
I'll allow 50 of them to be traded on the platform at a one-to-one basis or something
like that.
Because I'm not sure that's been the biggest issue with doing stocks, right, is not going
the synthetics route, but having to go the synthetics route because there's no other
way unless you, I don't know, isolate a portion of your stock
and do a stock split and have that put on, you know, online
or, I don't know, I don't know exactly how that's gonna
work out when and if we get to that crossroad of bringing
already existing companies into this tokenization aspect.
Right?
Yeah, I just got the post from the guy
that bought the Tesla stocks.
It's just getting started.
Sol can't wait for the day when get rabbit users
can buy pre IPO stocks.
It's basically sub tweeting,
just bought some Tesla on chain using Solana.
You can literally buy Bitcoin ETFs with Sol now.
There's literally no reason to get off chain.
So I don't know how it's managed or on the background
that they have a lot of the stock,
but if you are looking to buy stocks using crypto,
it looks like GitRabbit is the app
that people are maybe will start using.
I know Robinhood offers this,
Cash App also offers this,
but just this is all like crypto native.
You're using USDC and like Solana to do so.
Dude, something big happened.
And I'm gonna see if I can have it
in terms of actual web
three news but I don't know if you saw that the new push with Zelle that now Zelle has
to report because of banking traditional banking systems Chase, Wells Fargo, a bunch of other
banks pushed against Zelle and now let me actually find the post now zelle has to go through the
same kind of that stipulation and reporting that cash app was going to go into right anything over
500 was going to have to be written so i think that that's also and that recently just happened
damn i don't know oh here it goes two days bro banking restrictions in the United States will become increasingly
apparent. If not, why not stay ahead of the tightening restrictions coming up. On March 31st, Zelle standalone app stands to
disappear. The bank must have a partnership with Zelle to use the function through the banking app.
100% a good thing. It's actually a good thing because now the scammers won't be able to connect.
So basically if you don't have a bank account, you can't just download
Zelle as a money moving app, similar to like Cash App, right? It's no longer going to be
able to operate in that gray as a Cash App. It's only a banking service and a feature
now. So, damn, so you basically have to KYC to use the app now pretty much? Yep. You have
to have already previously KYC'd in order to use it. Yep. So they basically have the KYC to use the app now pretty much. Yep You have to have already previously KYC'd in order to use it. Yep
So they basically trying to say that a lot of people are just using the app to like
Launder money and get around literally
For maybe
Yeah, I just think it's interesting that uh, it's it's literally that right that it's the this happening right behind our noses as well
I mean, and it's not getting any kind of big news coverage or anything like that. So
I'm trying to literally find it online
I can barely find it but it's like people are these are not credible things that I want to put online
But y'all can go look it up on top
There's plenty of sources and like news articles about it. But yeah, sorry to derail
There's plenty of sources and news articles about it, but yeah, sorry to derail.
No, it's interesting. Obviously, this is a use case for crypto all over again.
If you want to be a drug dealer, just trade in crypto, guys. It is tracked on the blockchain,
so beware, but you can always use gift cards. We were talking about a lot of these gaming chains,
no-brainer, just add some DeFi on top of your protocol.
It's pretty simple. It keeps people from moving their liquidity to other DeFi-centric chains.
And Ronin basically launched some DeFi stuff.
And I think they have like their first liquid token that launched.
So I got this from kind of stumbled across this AIXBT was talking about.
So Liquid Ron launches on Ronin with a 13 million growth fund.
Stake Ron tokens receive Elron for DeFi, alpha growth backed by implementation.
And then I was kind of searching a little bit before and I found like a little post
about it. So this guy, Jay Haas, Liquid Ron is now live.
Liquid Ron allows you to unlock liquidity from your Ron while it
remains staked.
Deposit Ron receive liquid Ron, which can be deposited into DeFi
protocols like AMMs lent out on money markets or deposit to use
as collateral.
Ron deposits into liquid Ron protocol is also automatically
restaked on your behalf, allowing you to maximize yield,
especially if you're not
someone who restakes frequently.
So this looks to be live on liquidron.com.
They have phase one is boot strapping phase.
The vault will be accumulate Ron tokens
that will be deployed in phase two.
Phase two is five days.
The vault will be in action.
Ape safe and stay anon.
So starting to see this pop up and you're going to start
seeing this a lot more on all these changes offering some kind of way to keep the money
on chain and these kind of crazy APYs and these liquid staking tokens. So kind of cover
this a few days ago kind of stumbled across how they're adding DeFi to run and they have
a lot of daily active users and a lot of people are participating. So now you're starting
to see DeFi pop up on there. And I don't know, man, could be something that people can get into
or look at. And it's just an opportunity, right? Add it to their games, right? Now people can start
to incentivize, like being a whale in games or maybe add staking for specific items and stuff
like that. I mean, you just open the game loop if you're using Ronin for gaming,
which most companies and brands are, right?
So it just lines up.
There's just a lot of people on Ronin.
How many people talk about it?
It has the most daily active users, right?
So you have users,
now you just need to convert them into saying,
hey, stay on our chain.
You don't need to move
and use that stable coin over on Barra
chain.
You could just stay on here and earn a decent APY.
But also, you make a lot of good points
that this could be gamified.
Like, has Ronin had a DeFi game yet?
It's basically just like web 3 gaming,
like first person shooters or MMORPGs.
So to maybe have a DeFi-centric game on top of Ronin
could be beneficial since it does have a lot of daily active users
That can use their liquidity to kind of fund the Ponzi. So you maybe start seeing that pop up on Ronin, too
I mean, it's all over the place, dude. I kind of think that's maybe the next meta is these defy games
We have them popping up on Sonic. You got him popping up on bearer. You got him popping up on Solana
Now you have that popping up on base
So I do think we're gonna start seeing these pop up on every chain and one of them's gonna be a cook
I don't know which one it's gonna be but
With these DeFi games is that when these were profitable in the last cycle
I mean you couldn't get motherfuckers to shut up bro, but you couldn't it was every day. What are you doing?
I'm waking up and claiming my gold and selling the wizards that I stole.
Oh, what are you doing? Oh, I'm waking up every day and selling the sheep that I killed and all these wool pouches, right?
I mean, you would see literal screenshots and money flowing into a wallet.
Right? Oh, I cashed out one ETH. I cashed out five ETH at the end of the week.
And this shit sounds absurd because it was.
I mean, but it was real.
In this last run, and I've shared this here, right?
I mean, I haven't seen, I saw a lot of, yo, I'm making $40 an hour.
I mean, but I didn't see one person say that they made a bag or cashed out of on-chain
heroes, right?
A lot of, oh, I'm not, I can't, you know, ruin the
liquidity pool like that, or I can't take out my money because and then the game is
ruined or the next round, then that means that, I mean, the pockets funding the game
weren't that deep in my opinion, right? Because that didn't exist. The whole point of an on
chain or Ponzi game is for you to be able to participate in the Ponzi and the early
people can actually exit. Ultimately, if everyone sits around, then no one gets to exit ever.
Right, so I think that's been the biggest act, because I mean, I love on-chain games.
I've always followed them, right?
I mean, that's just been my thing.
And I think it's just the mystery aspect of putting some money up and just having that
fun as long as it's gamified correctly is great but once again I didn't see a
single person showcase or screenshot or anyone right say that they made crazy
bags on non-chain heroes well I think those those those examples that you say
don't happen after a month of the game like you're thinking about the 2021 and
seeing screenshots that those were happening like six months after these things were going live
So none of these lasted six months, bro. What do you mean whale game lasted less than two months?
Wolf game is the only thing that lasted the tail of time and that was like a year max
But no, this is I mean this stuff is only profitable when the pond is fresh and live because that's when the liquidity pools fact
This stuff is only profitable when the Pondy is fresh and live,
because that's when the liquidity pools fast.
Oh, you also got people accumulating these tokens at cheaper prices
and don't probably start shilling their bags until they get to a profitable amount, right?
So yes.
Okay.
So and then what does that mean?
Then that means that there's smaller whales and that's that's my whole point is trying to understand why that's occurring.
Well, I just think it's spread out more.
I think a lot of the stuff was on Ethereum last cycle.
Now you have the spread out of liquidity
to six or seven chains,
instead of it all being on like one Ponzi
or two Ponzi's on Ethereum.
So, I just think that- Yeah, yeah, yeah.
That could definitely be it.
That's what I'm saying.
Like I've been just trying to realize
why we're not seeing the realization of the funds, right?
If the Ponzi's good,
if it's people are saying they're having fun
and the money's flowing, the onlyzi is good, if people are saying they're having fun and the money is flowing,
the only different factor is are people not aping with enough size that they can profit
early on?
And so you got a bunch of people that are more or less, let's just say dolphins all
in the same pond.
You know, and so that's the interesting thing is to understand the dynamic.
Because I mean, when it's a game that involves money right when it's something that's in arbitrarily you don't control um it all depends on how well the game's formulated
like the settings you know the sinks and all that one one bad move and the everyone's money's gone so
that was just the only thing that I've noticed is that it's a lot less screenshots right now
and so I'm trying to understand is it because the games aren't profitable
or is it because people went in with less size
than they did in the past and stuff like that, you know?
Yeah, I think with some of these games,
as long as the devs are continued to gamify it
and create token burns and token sinks and stuff like that,
I think these could last a lot.
I think maybe a lot of these games have learned
from their previous mistakes and are trying to
Make more sustainable games that last longer than two months
Like you said because you did make a good point a lot of these don't last two months and that's kind of like the downfall
So maybe holding some parts close to the chest. Yeah, like the valley
What was that the greatest cooker for two weeks?
If you were in crypto and that wasn't even a
month if you were in literally the first two weeks of crypto valley like you ate
and then but if you bought more tokens and kept trying to set up a bag for the
future you got cooked bro because there was no future you know yeah I just kind
of see like a lot of these guys just holding some cards closer to the chest
and waiting people to accumulate and and get people have conviction and then kind of launch the ACE in their sleeve
and like kind of pump the token while you know people that have conviction were accumulated
at lower prices.
So I do kind of see these kind of trying to be more sustainable and last longer than two
months like the one that I'm in the Sonic petroleum land.
The guys built this game on Arbitrum
and bridged it over to Sonic.
And they continued to add little wrinkles into the game
and stuff like that.
And DeFi Dungeons had remnants and play Heist,
and I'm sure they learned from that.
So I think that there was a learning lesson,
and I think those gains are probably not gonna be the same
because liquidity spread out,
and there's probably not as many participants
in the ecosystem are money sloshing around
like it was the last cycle.
So I don't think we can expect that crazy,
those crazy screenshots like we saw in 2021
because it's just a different environment, bro.
Oh, it was, bro.
I mean, like at that point, what?
It was wizards and dragons.
Pranksy owned half of the liquidity pool.
Like the liquidity pool was like two or $ million dollars and he was literally half of that himself
Based off of his assets and him playing, you know
Like when whales went in whales went in back in the day, especially when he came to these ponzi games because that's they were
You know at one point extremely and probably the most profitable things at the time, right? Were these crazy staking for vaporware and vaporware becoming something, right?
And so, yeah, that was a new market too.
And there wasn't really like a use case of like people failing at it.
Like it was relatively new.
And now we've had the examples of a failing.
So people are less reluctant to throw their money at it.
So it was just a crazy time.
Like interest rates were at zero. So it was just a crazy time,
like interest rates were at zero,
we had stimulus checks, we had half of the world in crypto,
we have like less than half of that back.
So we just like to continue to compare,
you know, what we saw in 2021 to 2025
in a wholly different macroeconomics,
I don't think is just like Hopium
and it's never gonna happen again.
It was literally like a once in a lifetime opportunity where we had
COVID and all this free money. And basically, everybody was doom-posting. It's like we're all
going to be stuck in houses all day and we're going to be virtual avatars. So that was ripe for crypto.
And now we're back into reality and people going outside and people are in debt. So I just think
it's just a culmination of a lot of things. And I think teams can just continue to build and don't rug.
I think you'll see some successful ones
that pop up maybe four or five months after deployment.
So it's gotta stay steady
and hopefully these people can continue to build
and create attention.
But I'm in Yap and do you have some stuff
you wanna talk about, Chief?
Well, I just posted the Kato and Wayfinder, right? We already knew that Wayfinder
is going to have that. That's what we brought to the community. What a couple of weeks ago,
a couple of months ago, right? The quest went live guys. It costs you roughly $60, right? You send $10 to six different chains. That's it. Six different addresses.
And that's literally it. You qualify to get a percentage of the prompt airdrop.
I'm going to post some interesting metrics around this because now there's multiple ways to earn
prompt. One, you can go through the Kato route they're allocating a point 25 percent
of their token drop to kato yappers so if you want to yap about wayfinder if you're getting already
points it'll be kind of like those first kato airdrops right catered towards those people on
the top of their board now i thought this was an interesting metric from AIXBT. I posted that prompt TGE is confirmed for
quarter 1 2025. But only 2000 out of the 150,000 signups have completed the missions.
Right? There is literally a 2% allocation at launch for, and it will be split amongst those that have completed the missions.
So only 2k out of 150k have put $60 up. I mean, I understand that if you don't have $60, I mean,
you just don't have 60 bucks and it is what it is. There's other opportunities out there, but guys,
you can withdraw your money whenever
you need. Right. So if you do put the 60 bucks at your last 60 something comes up and you
need to grab it out, you can go on the website and do that. So it's in a sense, virtually
no risk. Right. You're missing out on actual free money once again, by not just holding
your 60 bucks instead of in your MetaMask, your Magic Eden, your Phantom
and just put it in their MetaMask, their Phantom and their Magic Eden.
Right? And like I said, no lockup, no nothing.
It costs pennies on the dollar to get your money out if you absolutely need your 10 bucks.
So I just, I wouldn't fade it. It's something very, very simple.
2000 out of 150 is like crazy numbers.
That makes me think that if they do evenly split,
like that'll be a good little pie.
So just check it out, right?
It's five, what, four times?
Yeah, it's eight times what they're allocating Kato, right?
They're literally giving Kato 0.25% for the top Yappers and they're giving you a
slice of 2% for doing absolutely jack shit.
So stop being lazy.
These are great opportunities when the market's not really busy.
Um, if you have the 60 bucks, please try it out.
Right.
I thought it was just us.
I thought it was just me that like I go back and I see stuff that we talk about and maybe
two or three people follow it.
I'm like, maybe it's my delivery.
Maybe people don't care.
Maybe it's just a bad time in the market.
It's not me, dude.
It's you guys.
You guys are lazy as fuck, dude.
Like we've been talking about this for two or three months.
Like this to froke need to talk about it.
Does someone bigger need to talk about it to get you guys to activate? Does EZ need to talk about it?
Because when they talk about stuff, you guys just FOMO into everything they talk about.
So it's kind of interesting.
It's not me. It's you guys.
You guys are just as a whole, too, though.
I mean, everybody's crying for free money, but no one wants to go get free money.
I saw a million post on when when is there going to be another own fork?
Olympus Dow literally slapped their fucking name across a Ponzi and said,
look, we have our own money invested into making this happen.
The people that made Ohm, oh, no, no, I don't want,
I don't want that Ohm fork. Then what the fuck do you want, dude?
Like what are you here for?
They want their favorite KOL to tell them to buy it and then they'll do it.
No, I just, I just don't get it It's literally the stuff is the happening in the market
And I mean it just seems like a lot of people are sitting on their hands if you're sitting on your hands
Why do you come to Twitter?
Just sit on your hands at your house like you don't have to hop online to do it
But if you're here, right take five minutes out of your day
Do this wayfinder shit hop on change now or side shift.ai and you can use your wallet your favorite
currency and send it to all six in the same spot you don't even have to go cross chain do none of
that crazy shit the same page you just choose a different spot and a different address and you're
good to go so did you see the guy on my on the live stream yesterday that was working out the agent
he had beta access to it and i was uh played the video on the live stream yesterday that was working out the agent? He had beta access to it.
And I played the video on the live stream yesterday.
It is a bit clunky.
To be completely honest for us, the AI agent tells you to go in four steps, one, two, three,
four, tell you where you want to sit in this and that.
For me, it would be a lot quicker as a vet just to go to D-Bridge and do it myself.
But then I started thinking like,
this is the kind of stuff that retail needs.
Like I just had my buddy the other day
was trying to send some crypto
to one of his influencer buddies.
And he was asking me how to send ETH to a Phantom wallet.
And I literally had to break it down
for like five to 10 minutes.
And this is like so fucking simple, bro.
I'm like, but for them, it's complicated.
It's like their money, they're like,
oh my God, if I lose this a hundred dollars,
I can't pay rent.
So he's like freaking out and making sure he's doing it.
Right.
So having these AI agents like already in like the top
of the funnel in these wallets,
I think is, it's going to be super beneficial for onboarding.
Like I don't think a wave finder or DeFi apps can be,
these are going to be like,
this is going to be a standard.
Metamask is going to have, Phantom's gonna have them.
This is gonna be the onboarding experience of the future.
And it's gonna help a lot of people get onboarded,
but you know, get some skin in the game
and get some confidence because all you do is type in
this thing or tuck in this thing.
And it pretty much just walks you through
how to do everything you wanna do in crypto.
So it's pretty cool.
Like I know for us,
it's probably gonna be something we're gonna use,
but this is just the start of what you can expect.
The onboarding experience is gonna be like in the future
with all these apps.
So I think Wayfinder starting it,
if you're starting to see DeFi app, watch it.
I would imagine Metamask and Phantom
are gonna be doing the same thing
and rolling out the same thing in a few weeks, bro.
I think that's maybe some, you know,
we're seeing wallet wars
pop up all over the place and they're all going to have TGEs.
So I think they're just getting everything lined up and seeing what their competitors
are doing. And they're all just going to launch kind of the same thoughts.
Kind of see that in space. Right.
Like you see Pumped Out Fun competitors launch and then Pumped Out Fun,
the leader comes out and just kills everybody and launches their own kid.
So I can see MetaMask and Phantom Wallen doing this way better than that.
Are you running?
I'm walking up a hill, bro.
Oh, I'm like, it's not like you just jogging your ass off.
Pinned up to the top.
Little euphoria, you know, dude.
Got to get out, get some sunlight.
Pinned up to the top is a full breakdown on prompt, right, from tokenomics that's
currently public to what exactly the token
is going to do, how it's integrated, exactly what X just somewhat broke down, right? But now you can
read it for yourself and see the numbers attached to it. You can see how to farm, exactly where the
money is going to be allocated to, and you know if it's worth it or not. So feel free to check that out.
It's just an in-depth thread about what Wayfinder is.
And then as it slowly starts to move up,
people are going to have more of these because they're farming Kato Yaps.
Right. So you're able to double dip.
You can farm Yaps.
You'll get an allocation through Yaps and then you can also farm the AI Wayfinder.
So that's that.
I walk around the block and collect my loot go boxes during the show bro.
There's only like five of them.
Yeah only five in like two or three hours and then after a few hours go by you get like one and get unlocked back over.
But this is where I do I go I walk around the block while the show's going and just collect my loot go boxes
and then go to the gym and then after the gyms over the two hours are pretty much expired.
And then I can start collecting boxes on the back on the way back to the gym.
So I'm far from the fuck out of Luko.
But I'm doing. Yeah, yeah, I have.
I've got I mean, I got a decent amount of tickets.
I just haven't spent any of them yet. I think I got to, bro.
You need to cash in as soon as you get them, bro.
Cash like for anything that matter.
Just don't have them sitting there
because they'll end the fucking competition
and then the tickets expire.
So just put them in,
just put them in all of them.
Like every day you get them,
just max them out, go to zero
and just continue to fill up those.
So it doesn't even matter.
You're not even really trying to,
you're farming more so the app
not necessarily the individual white lists and shit
Using the app gives you access to the tickets that get you the white list So I mean it's kind of like a combination right you're farming the test net on top of possibly
Saving I was trying to like save for good
Good shit to come on the app. That's what I meant. I wasn't every week. I take it on stop every week
There's a new selection of stuff you could put your tickets in so they're not the same every week
So next week's are gonna be a new set of whitelist and discord activity you can get so
um, all right
Yeah, I have been doing it though the daily stuff. So I got it pinned up to the top the founder of Kato
Just talking a little bit more. So said over the last few days
I've talked 1 million Kato with some of my own funds, staked all of it, making me the second biggest Kato staker on chain.
I've also put the full amount on a self imposed milestone dependent lockup, unlock 50% when
Kato hits 50 million protocol revenue.
So not market cap, not anything like that.
50 million protocol revenue.
And then unlock a hundred percent when we reach a hundred million protocol revenue.
Tomorrow I'll explain why I did it.
Why alignment is so important in our space and why Cato is different.
How Cato aspires to be the change and to lead the change in the next few years to come
and why I'm so bullish.
So, I mean, in all honesty, I don't know if you could ask for a better founder or just in general, right?
I mean, he's out there putting the mill of his own money, making himself literally the biggest holder of his own platform.
So, he believes in himself and if it goes down,
he definitely goes down with it.
So I don't know, bullish to see excited that I mean,
if he's this excited, then he's probably cooking hard
or at least excited about what's to come,
regardless of whether we get excited or not,
we know he is, you know?
So that's the kind of stuff.
I mean, I think that the innovation aspect,
as long as that spark to keep innovating is there, then product eventually figures itself out.
You just need people that are willing to just get kicked down and say, I bet you didn't like this. Let's try something new. Right. The ones that have those ideas.
So what is the market cap of Kato? I think it last time it was like 1.3 bill. It's holding up very, very fucking nice between like one bill and like two bill
Like it hasn't capitulated like all these other air drops fucking go down like all the time like back down to where it came from
This one's held up like above a billion like a champ. Yeah one three
It's nice. That's a nice chart, dude. Yeah, I mean it's down in terms of token price
But we're not looking at anything like let's just say too crazy you're at a dollar 30 um all-time high quote unquote was i think like 140 or something oh that's
no all-time high was like two dollars and 50 cents but that was a while back um before but anyway yeah
you're only down roughly 50 percent and it's been out two months three months not even three months
not a whole quarter yet so i don't think it's's a bad to double down when he's doing it, right? Especially if there is
going to be some new rollouts and more and more projects have success utilizing them, right? Like
MegaEath and now Wayfinder is getting massive. We saw that chart that you posted yesterday of how many people signed up as soon as they made the the leaderboard on Kato. Right?
Their signups doubled. So it's just stuff like that. I mean if you see it as
it's being worth your marketing spend, you ultimately start getting vested
interest in the company or they'll ask people to start grabbing a vested
interest or position. Jim? What I'm saying, brother.
Hey, what's up?
So X, what's up, chief?
I just came up, you know what I'm saying?
You guys are great.
You all been going back and forth just to, you know, be all great so
you all can catch your breath.
I do plan on to go in on that this weekend.
Got a little spam pattern spread around, but I came up the army better.
I'm glad that they are minting on the weekend.
That way I can sit to my PC instead of trying to mint it on my phone.
It'll give me a chance to go in.
And I ain't got to worry about being in the area where I don't have Wi-Fi,
no connection, I can sit right at my house and just, you know.
Yeah, one of the things that he said about Marbera
is that it'll be every single time zone
we'll be able to meet, Europe included.
So I don't think it'll be rushed at all,
especially with 42% already pre-allocated
to airdrop and phase one.
So it's a good vast majority is already set to,
let's just say the homies. And I mean, last thing you want to do is say, yo, you're the homie,
but I know you're not available at this time. And this is when I'm going to have them in,
but you're the homie. I don't want you to feel fucked up. So he's trying to kind of fix and
mitigate that. And according to him, everyone will have plenty of time even Europe and all time zones.
So should be a decent sized window for men.
You got white list for that Sam. Congrats. What's about TDAFSA poor bitch.
I appreciate it y'all. You guys rock man. I appreciate it.
Appreciate it, y'all.
Hey, you guys rock, man.
I appreciate it.
I got something pinned up to the top
since we are transitioning a little bit into Barra.
I mean, talk about perfect timing.
Proof of liquidity, POL goes live on Monday.
So that's dope, right?
That's kind of what most people have been sitting around
waiting for at current state.
Barra is nothing more than just your regular EVML2.
In a sense, it's not even technically an L1 yet until it starts defining its security
in a different way. So that'll go live Monday. Later on today, they will have a list of every single protocol that has applied for incentive
based in boost vaults. Once again this is a chain that's designed for DeFi for locking
up your assets, your tokens, for utilizing liquidity pool for creating or seeding. And so in that sense, now Kodiak, Infrared,
everyone that's not just bear a chain foundation
has applied for an incentive
for you to delegate your money and your coin towards them.
Before the only people that could incentivize the money
while the chain was getting started were the foundation itself right so whatever the foundation offered you that's where you were at
now if i'm kodiak i can offer a better yield than the foundation themselves i can offer a better
yield than infrared or any of my competitors and it keeps it dynamic because if I know that Kodiak is offering a 1%
rate, I can go and offer 3% rate for two weeks. And so us as liquidity providers, right? And the
people, let's just say the monkeys in the middle, we get to choose literally in this with our money, right? Oh, well, these guys are offering me 15% APY and 10% APY on
their token and I get a gift card. Oh, okay. Well, damn. All right. These people over here
offering 50% APY on their token, but you only get a 5% yield on stables and no gift card.
Okay. Well, I'm not going there. Oh well these guys got
gift cards to... so in a sense it allows you to become a shopper and that's the beauty of the whole
proof of liquidity system is that you being the one with the money you force and it forces the
protocols and the platforms to fight for you the way it should be right? I mean you're the user,
you're the one that allows them to make more mean, you're the user. You're the one
that allows them to make more money. You're the one that has what they need in order to get more
money. So rewards, right. And that's what it's all about. Did you see? Oh, no, I was just saying whole
system go lives Monday. I'm going to post that up top. You guys can get a little bit more in depth
of what proof of liquidity is. Granted, we've talked about this on the show. I've broken it down countless times. Right. But
read the official thread. Be on the lookout for the list of protocols today and what they're
going to be offering as incentives. And that way you can come up with a game plan. Like
hey I'm going to you know with my money I'm going to delegate it to these guys. They have
a juicier pool and if it doesn't work for the first two or three
days or week you can move it to the next one and that's kind of the the game
right is finding what's best for you and finding what's best for today or for
right now or until it gets saturated yeah I don't know if you saw did you see
Andre Correia I pinned up top it was commenting on proof of liquidity.
I mean, obviously Sonic and Bear are pretty close competitors,
but he says it's in the right direction.
He kind of understands the incentive model for it,
but his criticism is that the people that run validators,
he just wants them to run validators.
He wants them to be around for the next 10 years,
and he doesn't think they're that good
at actually
identifying and attributing funds to protocols. So he's like, I don't know if I want this
for my validators, I just want them to basically just validate transactions, be around for
10 years. I don't actually want them to do-
That's the biggest issue, right? Has been the fact that you'd set up these validators
to be whales and they just are whales
because they're whales. Oh you're you're you get to be a whale for the rest of your life whether or
not you participate in this ecosystem because one you knew me and two you had the money I needed.
That's that's the proof of liquidity chain. That's the reason that's how proof of liquidity breaks
that mold because no one gives a fuck if you have the money that's how proof of liquidity breaks that mold because no
one gives a fuck if you have the money that's needed to become a validator you
have to actively participate in the ecosystem and delegate the second token
you're getting towards protocols towards other people that are in the ecosystem
right it's not the the the big the whale just gets wet fatter so I get where he's
coming from but that's just your regular traditional system.
And that's the only the one thing that makes it different is that that it allows you
and it forces these people to now be involved in the ecosystem that they're profiting off of.
So it's not a different mindset that, you know, a lot of these people that do these validators,
they do them on multiple chains.
And so I think it just comes to them
understanding that this is a different environment that you
just can't be sit sit back and be passive for this. Yeah.
Participant Yeah, and I just think it's him saying I don't
know if these people that run these validators that I all
know that run them on his change are actually into being
participants in the blockchain. They just are trying to make
money and like whales have don't have a lot of time.
They're busy, they're doing shit.
And like, that's where I think his concern is like,
I don't think that they're the best people
that should be the ones designating funds to these things.
I don't think they have enough time to do enough research
to actually make this beneficial.
So I think he's just trying to make people understand
if you are gonna be a Volidator.
This isn't a typical validator situation
There's actually like you have to be an active participant in this for this
Because you don't get you don't receive for validating the token you essentially want to cash out from you know
That's literally the whole two token system. I mean you receive bearer and you want BGT
Or you receive BGT and you want bearer and so you have to delegate the BGT or go
burn at one for one in order to receive the other and so you're right it's not the traditional
system because you get that ability right or the you need to be intentional. However, I think it
does open the door though for full-blown delegation right and you access these liquidity pools as just validators and just have
them delegate their their lion's share so to speak right and we're starting to see that already
happen with uh stargate finance i mean that three billion dollars uh transferred over into barra or
in positioning for barra um so they can uh set up and they go live on the 24th.
So these are the guys that in a sense have market made and provided liquidity cross chain,
as oracles as like the pith of Omni chain
for the last five to 10 years,
are some of the biggest liquidity providers
in the space in general.
So they're just willing to slosh
money around and delegate their yield out. I mean, ideally there's workarounds for all of this,
right? But it does force you to do a couple extra clicks because just saying how much do I need to
own of this? Oh, okay, here, I own enough. Like just start sending me my money. They're like,
well, sir, it's not really like that. You got to pick now out of the list
of what these guys are doing,
where you want to start, you know,
and consistently moving.
And the thing, that's where the incentives come in though.
Right, X, it's that these protocols can now incentivize
the whales of why they want to do that.
Hey, I'm going to offer you an extra 50% yield
if you delegate to me. Or hey, I'm going to offer a an extra 50% yield if you delegate to me or hey
I'm gonna offer you an extra XYZ if you push it to me or if you validate my transactions
So that's the bribing system, right?
a lot of people aren't gonna want that but and then again, you're gonna entice whales because instead of just sitting back if they just
shop
Right Sam's offering me 10% you're offering me 15, Cas is
offering me a hundred and English is launching his project tomorrow he's
willing to give me 200% for the next five days. Well shit I'm gonna go with
English. I'm gonna give him that I'm gonna take 200% for the next five days
and then you know what after that I'm gonna call Cas and I'm gonna see if he
still needs it and then I'm you know so that After that, I'm gonna call Cass and I'm gonna see if he still needs it. And then I'm, you know, so that's the,
the intentionality behind proof of liquidity.
We don't know if it's gonna happen like that, but that's-
How do people communicating with these whales?
You, you-
I guess you just mark it on your protocol
that you have this and you just expect them to read
and be like president on Twitter
to understand all the opportunities they have?
No, so like whenever you got your money, right, and you're you're putting it to put it into
some type of liquidity pool or anything like that, it shows you what incentives or bribes
are given to those those tokens or those pairs. Right now there is no incentive at all. Like
you get a super shitty stable coin, which is their honey, right? Yield like it's nothing now the minute that infrared comes online
They say well, I'm gonna give you stable coin yield and a bear yield and I'm gonna give you some infrared token
So now I'm looking at my same
$1,000 that I was getting pennies on the dollar
I'm still getting those pennies plus two more incentives and then as I'm searching and I'm scrolling I see oh shit
Kodiak is offering a five incentive boost or it's weighted more towards
bearer and less of their token oh you know what I'm saying and so you get to
shop in the liquidity pools like as you're looking for the pools or where
you're gonna put your money it's written there like what the incentive is, the bribe amount, how much
BGT per proposal going through the train. So it's all visible there on their hub
on the Native Barrel hub. So yes it's kind of like the the whale has to be
shopping around right or looking of hey where my where's my position just
managing the position. If you go to manage your position,
you'll see other incentives there
that you can either move it or not.
It's kind of like a liquid market, right?
So it's just kind of like-
Literally that, that's literally all it is,
is the liquid market for you to move around.
And because of the way their system is,
a lot of the stuff is cross connected
because it's the same liquidity pools
just through a different front end provider.
So you can go claim your BGT yield from the bear native site on another website or another
protocol and it claims it directly from where you staked on a different page.
So everything is interconnected and all the money in itself is used together.
So I think that that's what opens up
the door too because and then it is it's a liquid market you move fluidly and some of them you
don't even have to remove from the other they can do it themselves in a protocol. Yeah it's going
to be interesting how it rolls out and like obviously this is an experiment who knows if
knows if it's going to play out, but I do think it's in the right direction.
it's going to play out but I do think it's in the right direction and if it does fail I do think
And if it does fail, I do think there will be other blockchains in the future
that try to iterate on this idea.
So we'll see if bear chain can capitalize on it.
It's a lot of coordination.
It's a lot of, it's a lot of agreeing with people you don't know on the internet,
but we'll see, dude, we'll see.
I do think it's just getting started and it goes live on Monday.
So we don't have enough sample size to say
if it's a failure or not.
And I think this time next year,
we'll have a pretty good understanding
if this is something that a lot of people like or whales like
or if this creates something new and innovative.
But we kind of saw the kind of the rollout
of a lot of stuff, Barra yesterday.
Over the past few days,
we saw kind of the announcement of Barra Pilled
and Pumped.Fun adding Barrett Chain
and then Tron looks to be jumping on too.
So Tron remains dedicated to driving blockchain innovation
and expanding accessibility across web through ecosystem.
Justin Sun, the founder of Tron,
the collaboration with Pump.Fun on pump swap
enhances liquidity, access cross-chain operability
and reinforces a broader goal
of making decentralized finance more seamless
and exclusive for users worldwide.
So I think this is a bigger rollout
and pump that fund you're starting to see it kind of leak out
of what they're trying to do.
After they're launching their own swap
and their own kind of just enclosed ecosystem.
But in the very beginning, they had Blast and Base on here
and they just kind of found a product market fit on sole.
Now you see Barrett Chamey coming on.
Now you see Tron coming on.
I think this is gonna be a part of the rollout
for their airdrop where if you create tokens
on their platform, there will be like an XP
and that XP will basically equate to the Pumped Fund airdrop
and also probably have retroactive XP
for people that use Pumped Up Fund beforehand.
So I do think this is gonna be multi-chain.
I think this is gonna be on all the blockchains
and you're starting to see kind of the more niche ones
using it as marketing to kind of drive the price of.
So Tron coming out, announcing it,
Vera announcing it a few days ago.
And I start the closer and closer we get to
kind of like the campaign,
I think you're gonna start seeing a lot more of
these announcements of these other blockchains being interoperable with the pump dot fund
kind of AMM or the dot the swap decks that they're created. So it's gonna be a cook,
dude. I do think this pump dot fund token is I mean, it's pretty much sold right now.
The top DAP on top of Seoul generates the most fees.
This is gonna be a multi-billion dollar evaluation.
And I think if you're not just participating on it
when it goes live,
I think you're doing yourself a disservice.
So we'll see, man.
We'll see how it goes.
Just all this is another just like leaking the meta
showing you that pump.fund is gonna have multiple chains
and basically going to collapse all other pump.Fun competitors on all other chains, in my opinion. So stay aware,
stay liquid, I guess. But that pretty much is all I got. I mean, I've been running and
rambling alpha for the past six or seven days on multiple platforms. Do you have anything
else Chief you want to talk about before we end the show, man? I know we're kind of running
it a little early, but I think we've got we've done a pretty good job this week So yeah, so a couple things
first and foremost
Hype right ultimately there's opportunities
On there a lot of people are saying that hype season 3 is
Underformed right so there's the hyper EVM, which is the chain itself. And then there's the Hype, the platform.
People did really well off of Hype season one.
Season two had a little downturn in participants.
And season three is a little bit on the under-farmed area.
So just post some resources.
We also got a lot of community members out there
that are deeper into the hype trenches.
All right, Teg, Ishii, a couple others.
So y'all feel free to check it out and reach out to them if you have any questions, right?
Or if you want to start getting access to that, pinned up a resource up top for you.
Next, we had a couple questions yesterday in regards to what exactly the agents will
do. And it's, I was, you know, breaking down
that it's more so the ability to string together
a sequence of codes and events
and just LIFO kind of doubled down
and broke it down a little bit further in that sense too.
So agents will not be able to enable any new functionality
over what's already possible today, but they
probably will make certain things more approachable for some people. Instead of building transactions
with the code itself, you're going to write a policy for the ordnode wallet to automatically
perform said transactions. So more or less in a sense sense you can start to chain reaction things based on certain
parameters, conditions, thresholds met within the actual org client itself.
So, somewhat opens the ability for AMM like capabilities to be implemented or used if
someone decides to do it.
Next on the Bitcoin side of things, something that's slowly getting a little bit more traction
Bitcoin Tigers
So y'all check those out
Seeing a lot more smart followers a lot more honoraries starting to go out right in a sense. They look pretty good to me
It's a at first it's ten keys and then it'll progress into the actual ordinals themselves that the
1999 of them so
y'all check it out put notifications on you can join the discord if you'd like and just be on the lookout and
Lastly
Well
Lastly is just something to do with the Mbera.
So we talked about Mbera here on TDA.
Some of you guys got a whitelist for that.
One of the unique properties that these NFTs will have is that they're built...
I forgot what that was.
What was that Ethereum standard that puts the wallet inside or the vault inside the...
6551. Yeah, so similar to that right so it's actually a different service though on bearer. I had something called Damon
And let me see what it is. Oh, it's like some weird
System, but yeah, they got to proprietary
But yeah, they got two proprietary
Guess tech that Daemon and you are right, which is the tech that they're pushing inside me bear itself
And it basically is interactive art and then the Daemon allows it to have a wallet inside
That stores value of assets or can accrue right?
So similar to what we saw with those that had though the vaults in. And so that's one of the things that are pushing or will be pushing Mabara as an underlying asset
is the amount of treasury allocation or the slice of the pie that each NFT asset represents.
And that is going to be an underlying factor to the price.
Right. So ultimately the treasury starts from zero and it grows over time. So buying an asset when it
first drops versus a month into it, assuming that the treasury and the bear ecosystem is still
growing, the assets should naturally be more valuable because of what's it's accrued.
So something to keep in mind too, as we get the mint over the weekend and you think about how
many you want to pick up, if you want to pick up if you want to
pick up any off a secondary just know that it's more than just an NFT itself it's kind of like a
built-in vault wallet and ideally it is a fractionalized percentage of the treasury that will be allocated to them
That's pretty dope. That's pretty dope. Is that all you got for today, chief?
that's pretty dope that's pretty dope is that all you got for today chief
Yeah, I guess more or less.
I got some stuff I pinned up and then we'll just end it.
Sonium has this mint that's live. Over 9,000 people have joined Aibo's legacy.
Over 26 million entities minted on Sonium. This isn't just a drop, it's a historic movement.
EBIO, Sonia's pioneer entertainment robot, is now part of Web3 and thousands have already claimed
their piece of robotics history.
Can we get a hundred thousand collectors?
They're kind of pushing this.
Wouldn't hurt to mint at least one of these.
There might be some kind of allocation for the airdrop
and you guys have to complete those badges
by I think April 1st.
So it's coming around the corner.
You guys still concentrate on Sonium
and this mint looks to be pushed by the blockchain.
It wouldn't hurt to mint it and have it in your wallet.
There could be some kind of multiplier.
A lot of people already minted it.
Walrus, which is kind of like the Jupiter on top of Sui.
Mainnet goes live on March 27th.
Wallet's tokenom is unveiled.
100 million secured in funding,
make a data truly programmable.
I thought they basically talked about their tokenomics
and their funding.
And I guess we're gonna expect,
a lot of people are speculating that Walrus token
is gonna be one-to-one from Testnet.
So we'll see.
I mean, this is huge.
This is basically like Jupiter or Arweave on SUI.
And yeah, they're going live on the 27th.
And I know a bunch of people have done airdrop farming guides on and stuff.
So that would be a pretty lucrative airdrop when it does come out.
Polymarket is 90 percent accurate in predicting world events.
Turns out that Polymarket is a crystal ball which can predict certain events
with nearly 90 percent accuracy, according to Dune
dashboard compiled by a New York City based data scientist, Alex McCollough, Polly, Polly
market slightly, but consistently overestimates event probabilities across most ranges, probably
due to the biases like acquisition bias, herd mentality and low liquidity and participants
preference for high risk best McCollough research found. So we've been kind of saying that to the two best
places to go to predict the future are poly market and the pulse on a pump dot
fun. You can see events before they happen and a poly market based off
research as a 90% accurate rate. So look at that for air drops and stuff in the
future as like a resource of what you guys should be doing.
It's pretty decent.
So you believe that chief 90% bro?
Kind of crazy numbers.
That is wild.
I mean, I don't know, to a certain extent that becomes self fulfilling prophecy, right?
But yeah, 90% is a pretty big number for it to accuracy wise.
Yeah.
And then Alex Becker basically saying he's at the final part of his drop.
So meme update for cool points will be released in the final meme coin drop
schedule allocation and whitelist plan tomorrow.
Bro, this guy's shit should fail.
Like we were on this three months ago.
He lost all the attention and he's trying to keep it.
No one gives a fuck about meme points no more.
Yeah. And that's kind of why he's been holding off
just like every other buddy's holding off their TGEs
to get into a better market.
It says, then shortly after the meme drop,
I will be dropping the weirdest fucking thing
I've ever built.
I can't believe it will change
degen shit going gambling forever.
People are cool, play games,
and we are all attentive as fuck will be favored.
So I guess keep your eye on this.
I mean, in the past, people that have been blaze or focus on Alex Becker have made some
money.
We'll see if that happens again.
And I guess the last thing is this kind of gotcha pond thing that's launching on abstract
called D Y L I.
I was stumbling to call this yesterday.
It's launching on the 24th and they had some abstract socks on there that I found that last sell was $499,
dude. These, for my understanding, have gone up as high as like $1,900. I think these launched
in February. Wait, let's see. I had a whale that Swoosh talked about it and I got it from
him. So let find it kind of wow bro
like the moon bird socks
What are the unisocks
You ever the uniswap gave out socks back in the day in 2019
They gave out socks and the socks were trading for a hundred ninety thousand dollars on secondary
Yeah, actually, you remember that story with the unisocks Not me not for that amount, but I remember that they had socks. Yeah. Do you remember that story with Unisocks?
No, I mean, not for that amount,
but I remember that they had socks, yeah.
So, says, okay, this is hilarious.
You can get the next XP badge.
This is obviously the badge is already expired.
For abstract golden sock,
you have to own well a pair of abstract socks.
Literally the problem, there's only 500 of them and they're already sold out on the
platform d y li and are currently trading on magic in
for $1,500 per pair. This could be the first sock success story
in a T space GGs. It was a $44 mint and it went all the way
up to $1,500 and now they're selling for about $499 with the
unisocks. You can redeem them and get the physical pair,
but they're more valuable, like unredeemed.
And like during 2019, the unisocks got up to $190,000
per pair.
So I mean, these have gone from $1,500 to $500,
but I would imagine the closer and closer we get to TGE,
maybe these are speculative as maybe some kind of airdrop
or there's more attention on abstract and these kind of rare
Collectibles like 500 of these I go up in price. So I stumbled across that I didn't even know is a thing
And then I kind of doing some research
I'm like dude $500 seems maybe it could be a buy compared to unisocs getting up to $190,000
If you don't get an automatic token allocation, I don't care what kind of collectible collector you are. That's some lame shit.
They did. I get the gift,
give you a badge for owning them at the time.
And I guess if that badge is expired,
not yeah, you get a little bonus or something.
Lastly, I got something pinned up to the top.
Some art minting on Bitcoin. It's on gamma, artificial artists.
It's been sold at Sotheby's. Most of his collection and his one of ones
are sold through OTC and private curators and curations. He has his first kind of one
of one of an edition live on GAMA. It's roughly about 40 to 50 bucks. But if you've ever wanted
to collect a piece or like I've never bought any of the one of ones that are out of my
price range or whatever it may be, right, I can go and grab an edition now for 50 bucks just
to have it in the gallery so wanted to put that on you guys's radar it's roughly at about 40
minted out uh 40 let me see yeah 44 so y'all check it out if you're interested uh buy it if you want
not because of anything else really I mean I don't even think it's gonna be a flip
So just buy it if you vibe with the piece
Well, it does it for the space appreciate you guys stopping about somebody daily alpha this week
Run it Tuesday through Saturday this week
We're gonna skip Saturday and we'll be back on Tuesday morning
So you guys have a great rest of your night and your weekend.
I'll be live streaming on Monday and I'll just leave
an announcement on Monday for that.
So you guys wanna check me out.
I'll be on spaces probably this weekend
on the timeline and shit.
So you'll find me.
Yeah, appreciate you guys.
And we'll be back on Tuesday.
I'll leave it here for chief.
You guys have a great show today.
Appreciate everybody that came out to TDA
that helped, supports, interacts, likes, retweets. It goes a long way. After the show's over, we'll have a thread that goes out. It'll
incorporate everything that we talked about, everything that's pinned up on the nest. Likes,
retweets, interactions on that are how we are able to get opportunities for our community,
but also continue to grow. So if y'all could show us some love, it means a lot. We do this Tuesday to the world. this checker already, feel free to go and check it out. And that mint is Sunday. So y'all be safe and have a good one, guys.
