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THE DAILY ALPHA
Recorded: March 26, 2024 Duration: 2:18:03Space Recording
Full Transcription
So, appreciate you guys having reminders on, like always, and tuning in as soon as the show comes on.
It means a lot to us, and also want to shout out to people listening to the recording, so we know you're there.
We see the numbers. Lots of people listening on the recording, so shout out to y'all.
Appreciate you, and yeah. How you doing this morning, Chief? You doing all right?
Yeah, man. Doing straight. Crazy weather, though. Like, weather's just changing nonstop, so it's interesting, but hopefully starting to get ready for spring.
Oh, hell yeah. I was looking at the weather in New York tomorrow or next week, and it's like in the 50s, like 50, mid-50s, which is about what it is here today.
So, I'm kind of used to what we're going to walk ourselves into next week, so.
Yeah, it's just going to be a little crispy, but you know what I'm saying? Like, it just got really hot down here in Texas.
We thought we skipped all this winter aspect, and now we're waking up, and it's like fucking 30 again, and you know, cold and rainy and shit, so.
Yeah, it rained all day yesterday, bro. It rained all day yesterday, and it's super windy here today, so.
I don't know about it, and this is some crazy shit happening. We got P. Diddy fucking leaving America, and then we, did you see that bridge in Baltimore fucking collapsed overnight?
Like, some fucking.
Yeah, dude. It didn't collapse. I mean, well, yeah.
Someone hit it, right?
Yeah, someone hit it with, uh, it was forced collapsing, right? They hit it with a fucking boat.
Um, I've never understood that, right? They say boating accidents happen all the time. It's like, dude, there's a lot of fucking water for you to pick from. You know what I'm saying?
That big old area you could have gone through, and you decided to get the fucking structure.
Yeah, but, I mean, boating, it's a little different because you got to start, you know, turning before you turn, and that's what a lot of people don't.
I mean, obviously, if you're a captain of a ship, you know shit like that, but, you know, most boating accidents happen is because by the time that people decide to turn, oh, yeah, it's too late.
You know, you had to decide to turn 30 minutes ago and start moving in that direction, so.
Are you starting to get, like, you know, typically we're about eight to nine months away from, uh, elections. We start getting kind of, what do you want to say, psy-opt?
Or we get, like, psychologically engineered? Or we're, like, because the battlegrounds nowadays are on the internet. It's for your mind.
So, it's like, we had a terrorist attack over the weekend in Russia. We have P. Diddy fucking running, uh, due to sex trafficking.
Now we've got people hitting bridges, basically, in Washington, D.C.
It's just, like, it's starting to get a little bit overwhelming, and it's just kind of, I feel like this is the start of us kind of being distracted and looking at opposite directions instead of actually concentrating on what the real issues are in America.
So, it just kind of seemed like they're trying to make us look other directions instead of what we're supposed to be concentrated on this time of the year, personally.
So, yep.
A lot of, a lot of noise, right?
Yep.
You can't figure out where it's coming from, and that's typically how it happens.
But, real quick, let's just get into a little bit of housekeeping and some business.
So, first and foremost, we got Trill's thread pinned up to the top.
Trill does a, uh, basic, uh, the weekly alpha, right, finds that he has for the week.
Um, early projects, typically there's a giveaway associated with that as well for you guys to check out.
So, we have that.
Next, guys, let me get, Stephen's is up there.
Uh, we got Stephen's art thread, all eyes on art that he does as well.
So, we got that for you guys to check out.
Early art finds, right, even though that the market's kind of quieting down for ruins and other sectors, art is still cooking.
And then, lastly, uh, this is our final week, and shout-out to Chris for sponsoring the TDA, man.
It's been awesome getting a deep dive into Bitmap Valley, having the opportunity to collect some of the ordinals and kind of participate in the community on that end.
So, TDA is sponsored by IMSO.
IMSO is a cross-chain interoperable ecosystem and infrastructure between Bitcoin and Solana.
It's powered by the Evolve token, which you can find on the BirdEye app or your favorite DEX.
Currently, you can earn Bonk and other crypto by playing the Endless Runner.
And, uh, just, once again, shout-out to Chris, man.
Uh, floor 2X'd overnight, and then it's 3X'd since the actual Mint out, right?
Pinned up to the top is the RUNES announcement.
He said that he was kind of running that psyop, more or less, with just, you know, telling people about TAP, uh, and that they were working on that.
When, in reality, it was RUNES, they already had the ticker ready to go.
And so, no real plans on how exactly distribution's gonna happen, but is confirmed that if you own an IMSO champion, you get a RUNES allocation if you minted or if you bought on secondary.
So, shout-out to IMSO.
Shout-out to the man.
The man, the myth, the legend.
And, uh, something else that's kind of weird, and it's kind of, you know, we always say it's witchcraft because Marin's behind it, but it's a full moon.
And, like, when we have full moons and the crypto market fucking rips, well, we had a fucking full moon last night, and, uh, crypto market's about, is ripping.
Um, I think the last time we had a crypto, uh, a full moon was, let's see.
I think it was around the beginning of January, and we went up, ours, the end of December, and we went up 21% from that full moon, uh, to, like, where we were, uh, I guess until the full moon was over.
I don't know, it was, like, a half moon.
And we basically started our next full moon last night.
Uh, oh, so that, that was one in January.
There was one in, I guess, the beginning of March, and we ripped 43%, and now, I guess, we had a full moon last night, and people are basically saying, you know, if we went, you know, the past two ones,
we went up 21%, we went up 43%, people are saying, this is gonna be the momentum we need to get up to, like, 80, 85k, uh, Bitcoin, based off this, this full moon shit.
Is this, is it invalidated because of the, the whole eclipse and all that shit?
Look, I don't know, I've been sitting here trying to, I might move my flight a whole day early, because they're talking about craziness is gonna happen at the airports, like, oh, this whole Y2K bullshit all over again is what I'm hearing rumors of.
People scared that the computers are gonna turn off and go to zero and break up.
Uh, I think, what is it, TSA already came out and said, expect craziness with the eclipse this weekend.
Um, so, I don't know, bro, I might fuckin' skedaddle on Saturday instead of Sunday just to miss this eclipse bullshit, but we do have that, like, looming, dude.
And a lot of people are kind of acting irrationally, or, you know, maybe rationally, I don't know, we don't know what's happening, but, um, because of that, right?
And so, that's something to consider, cause it's like a full moon, slash a comet, uh, slash fuckin' an eclipse, I don't know.
A lot of, like, um, all the voodoo people, this is, like, fuckin' Christmas for them, it's all going down on one day.
So, I would just be careful, if you are traveling, uh, there's word that it's gonna be a little spicy with, uh, just TSA, all that kind of shit.
And, um, it might affect our markets.
If we're saying a regular full moon does, dude, then super full moon, eclipse, comet, you know what I'm saying?
Like, I've seen Avatar.
That's when the firebenders get the first, and, uh, you know, you gotta be ready.
Well, I guess the, I guess the theory behind these, the, the moons dictating the market is basically, I guess, the moon controls the tides, and the moon also, uh, subconsciously controls our emotions.
And during this full moon, like, you all hear, like, werewolves come out, like, people get a bit crazier, and people are more, I don't know, willing to accept things, are more fearful and more willing to, to sell things.
Because I know these full moons aren't always price go up.
I've, I've seen times where price go down, too.
So, but our emotions are dictated by the moon, and during these kind of events, we're more susceptible to, uh, being, being influenced, but also it's more susceptible to, like, sell and be fearful, too.
So, it's, it's a weird dynamic, but, you know, the charts don't lie.
I mean, there's obviously something behind this, because, I mean, every time there's a full moon, there's some kind of pump or dump on it.
So, I thought it was interesting.
What's Maren saying?
That's what we need.
We need our...
She disappeared, bro, after the whole Celsius shit.
She, she, she...
Yeah, because Celsius wasn't in the fucking, you know, moon phases.
She didn't know that one was coming.
She could just tell you when to pump and buy and sell, but Celsius was not in the cards, bro.
Rip.
Go ahead, Meta.
GM, GM.
I was gonna start to, with a, like, with a howl, you know what I mean?
Like, oh, I feel the inner werewolf coming out.
Bro, I didn't know you guys were superstitious like that.
I mean, to each his own.
I'm gonna say this, though.
Like, this past weekend, I've been...
I'm gonna sound like a broken record.
It might sound like Dancing Eddie, but I've been looking at the Blast ecosystem, like, hard, bro.
Like, hard, hard.
And I do understand, like, the setback, because on a fundamental level, except for the native yield, it kind of looks like it rewards the whales, right?
The more ETH you get locked up, the more you're putting on lending, and all of that is how you're basically gonna accrue points, right?
Points per hour.
I hope you guys can hear me, but...
So, I kind of stumbled on Captain and Company.
And I know a lot of people know this game, right?
Or know about this game.
And I never took it seriously, right?
I just saw it.
I was like, whatever.
It looks like toys.
It looks like a bunch of pirates on a boat.
Like, whatever.
But so, what Captain and Company did was...
They took their entire Blast gold allocation and gave it to people that essentially played the game, right?
And I literally played, like, a few hours here and there over the weekend.
And I managed to stack up 2.5 million Blast points, bro.
It's more points that I stacked up just by interacting with the game than I had with over four ETH bridge, bro.
Which is insane, right?
Because I'm on all the lending platforms.
I'm doing my dabbling here and there.
I'm opening boxes and, you know, like, doing the swaps.
But I just had, like, an epiphany.
I was like, wait a minute.
And I know, like, everybody's like, oh, well, Blast, why do you lock it up for two weeks?
Why do we need another layer 2?
Yeah, and I understand.
It's like, okay, well, native yield, layer 2, blah, blah, blah, blah.
But it literally made me realize that the people that are going to get rewarded the most in this ecosystem, right?
For the dollar that they put in, are the people that actually interact with all of these things that are happening.
It's not really going to be the people.
I mean, obviously, if you have a dumb bag and you're throwing 20 ETH at it, you've got to make a bag, right?
I mean, that goes without saying, especially if you keep playing the Ponzi interoperatively, like, between different things and farming airdrops.
But it opened literally a door where anybody that's got, I mean, minimal ETH bridge.
I mean, I don't even think you need ETH bridge.
All you need is a, like, an ETH wallet, right?
Literally, people made, and I mean, if I sold it today, granted, the OTC prices have taken a hit because, obviously, when there's more supply, you know, the prices are going to take a hit.
But it means that by literally spending about four hours, I made half an ETH if I sold the wallet doing this.
And those boats went from, like, 0.1 when I bought it to, like, 0.35, because people just caught on.
And I think that there is an opportunity here.
You guys should kind of, like, try to take a look at it.
It's not, don't look at it from a surface level, guys.
Don't look at it from, like, oh, well, it's more money.
It's going to make more points, which means that it's going to be more airdrops.
No, I don't think so.
I think if you're interacting, if you've got NFTs, if you're messing around with it, I think you're going to be rewarded handsomely.
So, I just thought I'd put that on the radar.
I'm just, I'm surprised, bro.
Like, literally, four ETH bridged since whenever.
And I literally made more points by paying four hours of captain and company.
And shout out to captain and company.
I mean, think about it.
This solves so many issues on so many levels, right?
What do games need?
They need users.
Meta, what's the game loop?
Basically, you get on a ship, right?
And you fight other ships.
And you own the ship or, like, what are assets?
Kind of just walk us through, I guess, what you would need to get started and then how it works, in a sense.
Okay.
So, basically, if you do want to just farm the M-Blast, it's called M-Blast, which they take snapshots and give Blast Gold, right?
Their allocation of the Blast Gold.
So, there's three ways to do it.
One is you just enter the game, right?
You jump on somebody's ship.
You're not the captain.
You get 10% of whatever they get.
And, basically, by fighting other ships, if you down other ships or damage you do is what's going to be the points you get, right?
The more lucrative way to do it is to own a ship.
Because if you own a ship, you take 90% of the booty, right?
And 10% is split among the crew members, right?
Is it user-controlled or idle?
Yeah, user-controlled.
You just get on a ship.
Imagine you're controlling a ship.
It's got cannons.
And you're basically left-clicking to shoot cannons.
Literally.
Oh, that's cool, though.
User-controlled is cool.
It's a whole different dynamic than an idler, so.
Yeah, and it makes it, like, kind of skill-based.
And it's kind of fun to jump in with your friends.
And, like, the way I thought about it was, what do games struggle with?
They struggle with user, right?
Users to actually come and play the game.
And then user retention, right?
And it's a game I've been looking at for a long time.
But I was just like, this is childish.
But now they gave me the carrot on the stick.
And I'm like, wait a minute.
I can get Blast Gold?
More Blast Gold than if I bridge for ETH, bro?
Are you mad, man?
Of course I'm going to do it.
You know what I mean?
Of course I'm going to play.
So, I mean, if you're just trying to go into the platform, all you've got to do is connect your Blast wallet.
And you can just jump on a ship and play it.
Alternatively, you can buy a ship, which I wouldn't do right now because they're inflated.
And also, you can rent a ship, bro.
So every time I'm going to bed, right before I go to bed, I list my ship for rental.
So it makes money while I'm sleeping.
And then I wake up.
And then I just delist it.
And then I'm just on the ship, just blowing other ships up, bro.
Like, the point I was trying to make is I'm not saying go play the game or anything.
I'm just saying I just saw an opening that I didn't think, right?
Because at surface level, I thought, well, whales are going to eat here.
But, hey, I got friends that had like 0.01 or 0.1 ETH bridge that managed to score like 2.5 million points over the weekend, which is insane.
So I think you guys should just like kind of look at it.
So there's an opportunity there.
And I'm seeing it like widely open to everybody else and not just people that have massive bags of liquidity.
No, that sounds like a solid opportunity because, I mean, me as someone who just did the basic blast bridging and stuff like that, ultimately, I have little exposure to points.
But if it is something that's somewhat gamified and kind of user controlled, definitely makes it different, right?
Because it makes it a game.
Like idlers are fun, but as someone who plays mostly user controlled games, right?
It's a different category and style of even gaming and engagement as the player, right?
Of how much I actually give a fuck about logging in or not.
Rather, you know, it's an idler.
It's going to do it for me.
So you care less.
So definitely a good find, man.
I'm going to go check it out.
I might use this as my blast exposure.
Probably look to just buy a ship.
But if you said they're at 0.3 and then is that all-time high or what were they right now?
Yeah, right now, I think people over the weekend, people kind of saw what, you know, well, am I going to bridge to 4E or can I just buy a ship and just grind the fuck out of it to make more and more like points doing that?
And the prices just shot up, you know?
And people actually pay real money to buy these nuggies, which is how you rent a ship, also shot up.
So it's like β and I'm seeing that β and also we saw Crypto Valley, right?
Crypto Valley, people that got in early made it back.
If you're trying to do it right now, I would not do it, bro, because that Ponzi is going to come falling on its face.
And there's people that got in β
They changed up their tokenomics last night, bro.
Yeah.
It dumped.
That's what I was about to say.
If you're looking in β
I pinned it up.
I pinned it up.
Eric talked about it.
But, yeah, they fucked up.
I don't know what the fuck it did.
But I heard a lot of people talk about how the yield token dumped due to this.
So I pinned it.
It's from EB7.
He basically screenshot what was going on here.
But continue.
We'll go into it after we're done talking.
You know, with Crypto Valley, I get it.
People that were early, it's cool.
But essentially, you need to level up to a certain point to actually be making money.
And that barrier to entry right now is pretty high, you know?
It was already high before it went parabolic to $15.
I don't know if β I saw it this morning.
It was at $9.
It's still pretty high, right?
So the play I'm bringing is, like, minimal entry, you know?
I mean, you could have zero ETH and still farm these points.
So I think there's going to be more of this.
This is what I'm seeing.
I'm seeing, okay, well, more games come into the ecosystem, and the projects are going to incentivize users, right?
For user retention through Blast Gold, and I feel like there's going to be a lot of opportunities there.
And obviously, I'm going to bring them every time I see it.
Blast Gold is what I was trying to find yesterday, and I was looking at, like, who got allocated Blast Gold.
There's some NFT projects on there.
One of the projects that I minted a while back that basically had to cut supply was New Blast City.
And they're now on the Blast leaderboard, and they're basically saying if you stake their NFTs where they're basically worthless,
if they get Blast Gold, they're going to distribute that to their stakers.
But they're also distributing their dev allocation also.
And then Blast Hoods yesterday, I would imagine, you know, it minted out.
It's kind of recognized as maybe one of the top NFTs on there after a day.
I don't know.
A lot of people are calling it, you know, great art.
It's cool.
I would imagine they get Blast Gold, too, and there's some kind of staking mechanism, too.
So on top of playing games, like you said, I think getting the NFTs and staking them will be another passive way
where you don't have to play a game where, you know, they'll get distributed Blast Gold, too.
I'm super interested in the Blast Gold thing after I learned about it.
You know what the problem with that is, Espresso?
The problem with that is it opens a door where projects like β I'm not going to name the projects.
I'm not going to fucking go to town on them.
But it opens a door where projects that were essentially in Blast to basically, like, extract liquidity,
they're going to use that as, like, a way to lure people, right, a way to, like, control floors,
a way to, like, have people not list their NFTs.
So every time there's an if, I'm very skeptical.
I only go for the ones that are, like, have got the Blast Gold allocation
and have publicly stated that they're going to give a portion of their Blast Gold to their users.
Unless they've made that statement, I'm staying away.
I'm assuming Blast Gold is different than the tokens that they're going to drop to people, right?
So, like, where is this gold or how is this gold backed by?
Or is it, like, gold where it's, like, American gold and, you know, just backed by air?
So does that come from the TVL locked up inside Blast or how does that work?
Where is the gold allocation or the LP for that?
Yeah, basically it's like that.
It's based on the TVL.
So 50% is allocated to the devs and then 50% is to the users through the Blast points, right?
And so most projects, what they're doing is to incentivize people to lock up their money,
to interact with their dApps.
They're literally saying, well, we'll give our allocation of Blast Gold to you.
But what that creates is, and I'm not going to name names, right?
There's projects out there that are like, well, we're going to do this.
We're going to do this.
But they don't have a green light from Pac-Man and Blast.
You know, they're just using it as, like, a carrot on a stick.
But it's not reality.
So I'll be very careful.
Solid point.
Appreciate that, Meta.
Go ahead, Flame.
And then we'll go to Titus.
GM, everybody.
A little quick, Alpha Nugget.
And this one's pretty fresh, but I can't share exactly what the story is.
All I can say is don't sell your dead gobs.
Hold on to those things.
If you're playing Game of Blocks on Ordinals and, you know, you re-inscribed
and it wasn't one of the 1% that made it through the first round,
if it's dead, hold on to it because it will be good for something.
Yeah, I found out I got one.
I was like, I didn't get one.
And I fucking checked my wallet, like, yesterday.
And he's like, you got a gob.
I'm like, oh, shit.
Let's fucking go.
I didn't do shit.
I'm holding on to it.
I saw a lot of people risk it and lost.
But, yeah, that seems like a fun game.
I still need to break down of what I need to do and how to do it
whenever I do want to re-inscribe and shit.
Totally.
There's a lot of game theory.
There's a bunch of threads.
I mean, there's a lot of people pooling them together to try to win that ultimate allocation of mime
or whatever it is.
But it's also good to know that there are people that are super into this project
that are OG Ordinals people, and they're, you know, looking out for everybody that's into it.
So regardless of what you do, whether you hold it, you re-inscribe it, it's definitely good to just have one,
it seems like.
I mean, I wouldn't start sweeping the floor of dead gobs or anything.
Did you play Flame?
No, I, uh, I'm, I'm basically, uh, so I got three.
My homie got three.
I needed liquidity for the, the Oney Force Mint that's coming up.
Uh, and I'm getting, I basically got the spot for him.
So he's going to share his three with me, and, uh, I'm just kind of letting him do his thing.
So I've got skin in the game, but he's, he's running it.
And then did you guys play the first round or no?
I think he sacrificed, uh, one and kept two.
Yeah, that's the interesting part.
There's a lot of game theory behind this.
So it wasn't kind of a flash of the plan, and they're using sad endpoints and recursive endpoints.
And on top of that, they're using something that just was inscribed by LIFO probably less than a month ago.
So a lot of big brains behind this kind of cooking, right?
They used the first one.
I think it was done by Unchained Monkey.
And then the second one, oh, not by Unchained Monkey.
I'm sorry, by ELOC.
And then they added the second kind of recursive sad endpoint that was just done by, um, by LIFO.
So big brains, right?
Not a flash in the pan.
Very, very interesting.
And a lot of thought went into it.
So I'm kind of curious to see who's behind it all at the very end.
Go ahead, Titus.
GM, GM, bro.
I keep looking at your PFP, my guy.
That's got to be one of the hardest orange eyes in the whole collection, my dude.
Like, honestly.
Like, that's such a fucking flex.
But, um, looping back around to Crypto Valley, I really think that the team behind that, and, you know, this is not an endorsement.
You know, just a disclaimer.
I did put a ton of money in Crypto Valley right now.
It ain't looking too hot, you know, to Meta's credit.
But I do think that the team there is very responsive, very active.
It seems like they're actively trying to keep the game going, you know, and make it profitable for everybody.
You know, the token price really skyrocketed.
It started at, like, $0.15 or $0.20 and then went all the way to $17, so, you know, that really priced out a lot of people.
But they're doing a really good job adjusting their tokenomics to include the little guy.
I think that, over time, we'll be able to see what they produce.
You know, nothing is for certain.
But I do believe that they're trying really, really hard, and this will make it at least a couple more weeks or maybe one or two more months.
Also, when they changed the distribution mechanics, because before it was 1% per week that you could pull from your locked yield, which was unsustainable.
There were a lot of whales who got in on day one and were pulling, like, 50 racks a week or more.
And, you know, you just can't do that with only 10 million tokens total in supply.
So, I think they did a really good job in adjusting it.
So, now you can, I guess, burn locked yield for experience points.
And 85% of their Blast Gold goes towards the distribution of experience points.
So, I think that a big question here is whether Blast Gold is going to be worth it.
I think that we can draw towards history and look at Blur Season 1.
And the people who went hard at it and had a plan and were smart, they cooked very, very, very well.
So, while maybe not for everybody, I think it's definitely something to just at least take a look at and, you know, maybe see what you think about it.
I wouldn't just write it off right off the bat.
But I would, you know, definitely take a look because Blast Gold is probably going to be one of the craziest stimulus checks of the quarter.
They're going to drop $1.5 billion on us in our pockets.
And then people are just going to gamble like crazy.
Well, who are the people that went hard on Blast in the first epoch?
It was us.
It was this stage.
So, we did cook.
And I have to agree.
And that's why I'm more open-minded to Blast and this Blast Gold thing because I do think it's probably going to be a cooker.
But, yeah, I mean, I pinned up what up top from EB7 on Crypto Valley.
And if you were looking to get into it, I think this wouldn't be a bad time, too, based off the tokenomics.
Like he said, they're trying to help people with smaller bankrolls get a position in this game.
So, I think this is an opportunity.
Yeah, people are saying, you know, I felt this a bit top-ish last week.
There were a bunch of influencers who were talking about it.
But if you were going to get in, this is a perfect time.
There's a bunch of foot on the timeline.
They changed up the tokenomics.
The prices go down.
So, if you are interested in Crypto Valley, I think you should probably get in pretty soon before the whales start scooping this up.
And now we're talking next week that the tokens back up to all-time highs.
So, this is the opportunity.
If you did want to get in, I feel just buy the FUD and good luck.
Or make a whales game.
Like we haven't seen a copy of whales game in like two years.
I think the market is ready for one of those.
So, someone please go make us a whales game.
I know what to do now.
I know what to buy.
And just don't copy the same code from two years ago because it's exploited.
But, you know, I think a whales game, these on-chain games have always been kind of my theory.
I know this isn't on-chain, but in my opinion, I think on-chain games that you can kind of sit and do and play without any physical restrictions for like hardware are what are more native, in my opinion, to crypto and should be kind of how the gaming should go, right?
Ultimately, we will have crossover to a certain extent with kind of triple-A games.
But on-chain games to me, I mean, will always have, you know, a spot in my heart.
And I know a lot of the quote-unquote OGs, so to speak, fell in love with whales game, right?
And all the derivatives that came out around that era.
So, go ahead, Bongo.
Yo, if I haven't used Blast at all, I have never touched it, do I still have a chance?
Should I jump in?
And how can I get started?
Is it too late?
I mean, to Blast, no.
I mean, to particular games, it might be too late.
But, yeah, you just go to Blast.io.
I was about to say, Meta's strategy was just good.
He just told you.
He got more from playing in four hours of that game than he did from locking up four ETH for, what, fucking five months or whatever the fuck it was?
So, I mean, Meta literally gave us the sauce of one game.
I mean, I know that there's ultimately more options, right?
But, go ahead, X.
I was just saying, you just go to the Blast.io and they have a bridge there.
And it's pretty simple.
You just put, you have your, you put the RPC in there, I guess, for Blast or whatever.
You send ETH to it, and then you basically can bridge over and have Blast in your wallet.
And then it's pretty simple.
I mean, I have done pretty much, Meta, two NFTs, and I have, like, 2K points.
So, I'm not even doing shit and I'm gaining points.
But, like, I think a lot of these projects are going to, like they say, get allocation to Blast gold.
They're probably going to reward stakers and stuff, too.
And if I could just add something right there, if you go to orbiter.finance, you can go on and off Blast for about $5.
So, you don't have to pay the heavy Blast.io fees.
Yeah, I was literally going to say that.
Good shit.
Yes, sir.
Meta, you got something on that, too?
I was going to tell my friend, my favorite hashling over there, Bongo, how to, like, get exposure if he's, like, never dabbled with it.
So, the one way I'll do it is definitely look at Captain and Company, zero barrier to entry, literally.
You can also rent, like, for a little bit of money, the ships, and you can absolutely go ham.
I think you're rogging.
Yeah, you rogged a little bit, but you're good.
I got a, so I'll say do that.
The other one I would look at is Blade Swap, right?
Blade Swap with a little bit of liquid.
If you swap on Blade, it'll give you these Blade modules, right?
These Blade modules are essentially NFTs.
And Pac-Man has teased that ERC-721s are going to get a Blast Gold airdrop, right?
So, you'd be getting that, and you'd be stacking daily crates, which will turn into Blast Gold.
So, like, this is minimum, minimum amount of money that you need to interact.
So, I would focus Blade Swap.
They don't want you to have the time on.
Yeah, I know, man.
My delivery man is calling me.
Sorry, bro.
I got to go.
Yeah, Blade Swap and Captain and Company is what, you know, the meta alpha has been.
But, yeah, Bongo, he was just mentioning that he locked up 4Eth and made 2 million points,
which was way more than he's, you know, got from locking up 4Eth from just playing the game.
Ultimately, it's a little inflated.
So, if you're hearing this, don't go rush to go buy.
Just look for an entry.
But you can also play for free.
And if you play for free, you get 10% of the pie.
If you own a ship, you get 90% of the pie.
Ultimately, you want to be the owner, not the slave, you know?
But, hey, fuck it.
10% something.
At least you get to eat.
Go ahead, Miyagi.
GMGM, boys.
Hope you guys doing well.
No, I just wanted to kind of time in on the Blast thing because I've been farming some points.
And to kind of answer Bongo's question.
So, Juice Finance is a big one that I know a lot of people have been farming.
And they actually just, like, literally 20 minutes ago, launched their, had the TGE for their token.
It's currently trading right now at about 17 cents.
And, you know, there's, like, you know, some heavy price action because it just came out.
But they're starting season 2 today along with the TGE.
So, there's a pinned tweet that Juice themselves posted yesterday that I could pin to the top that kind of gives you a little bit of insight on the specific farm that they unlocked.
But also, that's just for farming, like, liquidity and just having it sit there.
So, if you do plan on, like, interacting with the ecosystem, I think, like, doing what Meta said is probably a little bit better if you're going to be, like, actually, like, on the platform.
But for me, I just, you know, kind of set it and forget it.
And that's what I've been using.
Yeah.
So, just wanted to comment that.
And then for some BTC Alpha, I did mention this a couple days ago about this kind of POI, this ORC20 token that pretty much goes off of the amount of inscriptions you did.
Essentially, it's a token that everyone's eligible for based on how many inscriptions they did with that with the current wallet as well as how long ago you inscribed.
So, it's kind of like a bonding curve from if you inscribe from, like, inscription zero to, like, a couple of million, you'll get, like, a bigger yield for this token as if you just inscribed, like, yesterday.
And they indexed a wallet connection and they're updating the indexer so you could claim shortly.
So, I just wanted to pin that to the top.
It's, again, possibly free money.
Always be careful.
I'm definitely going to wait and see some more people before I kind of, like, start claiming and connecting wallets and stuff like that.
I did want to kind of bring this to people's attention because who doesn't love free money on Bitcoin, right?
Yeah.
Yeah.
That's all I was going to say is just be careful if you connect your wallet with all these assets, right?
Primarily, just be mindful of that.
I know the majority of us, our oldest wallets are actually probably Unisad or, you know, Sparrow addresses.
And we've probably, most of us have transitioned since then just due to the introduction of Cursed and stuff like that.
So, just be weary in the beginning because it makes sense, but ORCs were a fucking dud.
And, you know, I wouldn't put it past this being a dud, too.
Just trying to take your shekels.
So, don't trust, verify.
Just make sure what you're doing and, you know, how you're going about this claiming process.
I mean, it might not be worth it, right?
Not to speak from in a position of privilege.
But, at the end of the day, if you're sitting here and you're going to get $5 and you got to risk connecting your wallet for a token you could maybe get off for $5.
Personally, I'm not going to do it, but, hey, to each their own.
I know that they are selling OTC on, I think, satsx.com or some shit like that.
I mean, don't quote me on the website, but some type of sats website.
I think it's satsx or satsx.
And these are already selling in OTC.
So, something to keep in mind.
Yeah, no, yeah, absolutely.
Couldn't have said any better.
That's why I was like, just make sure you're careful with it.
But, yeah, that's just some little bit alpha points I had.
And I love the Blast discussion.
I'm definitely going to check out that game meta because I've just had my money sitting in Blast and I'm not really doing anything with it.
So, thank you.
Yep, yep, yep, yep.
Blast is definitely something I'm opening my mind up, obviously.
And just to get this over with, since it's getting pinned over, left and right.
So, Azuki has their Azuki Garden Tour.
So, they're going around doing conventions.
They have, they land in Tokyo on the 15th and are having a, it says, collect the Tokyo passport stamp by attending the event, minting, and NFT.
All proceeds go directly towards organizing the local events with the community.
But, just wanted to make you guys understand that Azuki is on a tour, similar to what Basie did during the summer, flying to Asia and just trying to incorporate, you know, their Web3 IP into the culture.
And, my understanding, the kings of Check Your Wallets and Azuki are going to be dropping their token on the 15th at this event.
So, Tokyo, known for, is the mecca for anime.
They got anime cafes.
I mean, anime was created in Japan.
Again, my understanding is on the 15th, they're going to have their, basically, Check Your Wallet moment and have, and there's going to be the anime token dropped to Azuki holders.
I'm not sure, like, how the distribution is going to happen, if beans get it, if elements get it.
But, this narrative is going to start picking up, and speculation is going to happen similar to Pudgy's.
And, like, we've already kind of seen the sweets already starting to occur on Azuki because, you know, insider information always leaks out to the spirit dial.
So, I would, you know, if you do want to get some exposure here, maybe picking up a bean or picking up an elemental at this price might be beneficial.
Just by the speculation, those will probably run up.
But, I would imagine this would be buy the rumor, sell the news.
There could be an event where beans or elementals don't get any of the tokens.
So, just wanted to bring you out there.
Basically, my little birdie is saying that on the 15th, you're going to get Check Your Wallet, and that's when the anime token is going to be distributed to Azuki holders.
So, if you want to play that narrative, maybe picking up an elemental or a bean might be a play to maybe a quick 2x or something like that.
But, just wanted to throw that out there.
Go ahead.
And, Noah, to double back, there has been a 25% to 30% increase across all of Azuki's assets in the past seven days.
So, insider trading?
I don't know.
It's always insider trading.
You can always see the pumps before it actually happens.
You know, we see it with Basie all the time.
And, you're like, it's pumping.
Why is it pumping?
And then, two days later, we hear about some kind of a bin or some kind of airdrop.
I think this is kind of similar with Azuki.
It started pumping, like, two days ago.
And then, I started hearing rumors about this.
People telling me about it.
So, I'm going to imagine that it is going to happen.
So, just wanted to throw it out there.
The mecca of anime, that's when the anime token is going to be airdropped, is in Tokyo on the 15th.
So, just throwing it out there.
Let's go over to King Titus, and then we'll keep going on the alpha.
Go ahead, King.
All right.
Just to circle back a little bit, on the ORC market, I did see some information to where, if you don't want to connect your wallet, you can inscribe your tokens.
You just have to figure out what your token balance is supposed to be.
And then, you can just do an inscription, and you can inscribe.
You don't have to connect at all.
So, I don't know if that's interesting to anybody.
And then, secondly, in regards to Juice Finance, I highly suggest you guys read the fine print.
A lot of these protocols are enacting Pac-Man's trap, you know, ploy.
So, if you invest in their protocol, and then you take the money out, you won't get any Blast Gold at all.
So, you have to keep it in there until, like, May 1st or something.
So, definitely read.
I know that Juice, I'm pretty sure Juice is one of those.
If you take your money out, you lose all your Blast Gold points.
See, look, people aren't going to read, so all you got to do is say some shit like that.
Scare them, and then they'll read.
People only read when they're scared.
You know what I'm saying?
You put the big-ass red label that just says, Peace.
They're going to be like, Oh, shit.
Oh, it just means peace.
Pinned up to the top, bangers.
Not going to lie, dude.
These purple is definitely popping, right?
I mean, if you think about punk rock, purple and lime green traditionally go together all the time, right?
From anything that you see inside fucking Zoomies to the studded belts that we all wore in middle school.
So, I think that the ColourPop itself is going to do well.
I mean, not to position these like the poor man's OMB, but in terms of, like, one of ones, these are fire, dude.
Shout out to Waylon and crew because, yeah, I'm a fan.
And so, I'm looking to collect.
I'm pretty sure if you already own a bangers, you'll have access to the bangers, too.
Not sure at the price.
I'm not even β I was trying to think back of what we actually minted the original bangers for.
And do you remember what the price was, X?
Wasn't it like $0.138?
Like $700 or something.
I mean, I don't know that.
What's in Bitcoin terms?
What was it, Swag?
$0.03?
$0.138.
Oh, okay.
So, yeah, we're sitting at a basic of 2X right now from the original bangers collection.
I mean, I do assume a little bit of a run-up.
They ripped past $0.1 initially and then there was a sell-off before β
Dude, the first ones sold were at, like, $0.1 off of the rip.
But, like, the first, I think, handful, $10 to $20 sold at that $0.1 range, right?
And it's a small collection.
I personally like it.
I definitely think that it can get traction in terms of, hey, I can't afford an OMB.
I want something that's unique.
I want to want it.
These definitely fit that kind of persona and category.
So, pinning it up to the top, maybe look for an entrance into bangers if you want one.
But I'm a fan of the purple.
It's continuing on kind of that lore.
Like I said, that punk rock, purple and green.
And I like this slow kind of rolling out of these identity systems, right?
Similar to the OMB model where you start small and then you progressively ramp up as you get more interest, right?
I mean, there's no need to start with fucking $10K when you don't even got $10K champions.
Might as well start with $1,000, $100, $500, right?
And slowly, due to demand and quality, roll it out slowly.
So, shout-out to bangers, man.
Looking forward to one.
It's cool.
It's cool that they're kind of doing similar to what OMBs are doing.
Kind of like you said, just now this is phase two.
This is purple eyes.
This is kind of like blue eyes on OMBs now.
And they're just going to kind of ramp it up slowly.
And I like that it's not eyes, right?
He's using the color.
Like, yeah, you could do eyes just like OMB.
And people would be like, oh, it's OMB.
But this one, it's using damn near the same mechanics, but throwing it in there in a different way.
And, I mean, I like it.
So, I would check out a bangers if you're looking for a cool PFP.
I mean, this is one that's, to me, definitely a runner-up.
And as soon as more eyes get around, there's not enough of these bangers for everyone.
So, yeah.
100%.
Just keeping you guys updated.
Oh, someone has something to say.
Sorry, I just wanted to say that I confirmed in the Juice Discord with the team that you do keep the points on Juice if you move them off from this specific app.
I just wanted to ask and kind of get back with Titus on that.
So, yeah, you will keep the points if you move your funds off for this specific tap.
But that does apply for other ones in the ecosystem.
Wait, wait.
Points or Blast Gold?
Because those are different.
Well, I didn't ask the gold part.
But, yeah, the points you keep.
That's what I know.
And the gold goes out on Friday for Juice.
So, gold hasn't gone out for Juice yet.
It goes out on Friday.
So, yeah, I guess we'll find out on Friday.
There you go.
There you go.
Got this from CryptoRank.
It's basically crypto events this week.
You know, Mantle and Athena sharding campaign starts tomorrow.
We have an unlock for Axelar on the 28th.
We have Lena Park 6th week.
And we'll begin to the 4th.
Aptos has a supervillain idol RPG alpha.
And sentencing for Sand Bankman Freed.
I mean, these kind of court battles and stuff have been pumping the tokens.
I wouldn't say maybe taking a long out for FTX or something.
Or FTT might not be a bad place since Sam Bankman Freed is going to be in jail for a long time.
We got March 29th, the last day to mint Scroll Origin entity.
And then we have a DGEN, which is off Parcaster.
Airdrop phase two claims.
And then the 30th, the last day to vote on the Arbitrum proposal on the snapshot.
And then March 31st, the last day to participate in the Camino content contest.
And then we do have some unlocks this week, just to keep you guys aware of.
We have Portal, has a $57 million unlock.
We have Axelar, like we just mentioned, a $49 million unlock.
We have Token, which has a $17 million unlock.
We have Fetch.ai, has $13 million unlock.
And YGG has a $12 million unlock.
So just throwing that out there.
Swag, you got something?
Oh, shit, my bad.
I didn't mean to come off of you bringing my truck.
It's all good.
It's all good.
But we do have an event.
So just for anybody that's going to be in New York,
Bless curated a gallery in collaboration with Forbes.
It's going to be an event on the 2nd.
It's like the opening mixer.
I'm going to be sponsoring it.
Bless is going to be, Bless and Sonny, I think you're going through the invites and whatnot.
If you hold any of mine or his collections, hit us up individually.
But yeah, the invite, do you want me to share it up top?
It's like they just released the actual, it's like through Luma.
The one that Katz is sponsoring, right?
Correct, yes.
Yeah, you can go ahead.
We had Katz yesterday on Gambler's show and she was talking about it.
Oh, can you add, is it like formal dress?
Is it like what?
What's going on with that?
You must wear your ultimate swag, sir.
Got you.
There is an invitation.
I think the Notra event says chic and elegant.
And I'm like, the fuck we know about chic and elegant.
But hey, it is what it is.
That means wear the black sweatpants, Chief.
Yeah, literally.
I mean, but the gray ones.
Well, hold on now.
Yeah, there we go, Chief.
Yeah, the gray ones get a bigger crowd.
But hey, it is what it is.
Pinned up to the top.
We got some degeneracy at, I guess, the highest level.
People can call us degens all we want, spam in the chain, have your narrative, think whatever
you'd like.
But I would argue that if you're a miner and you're sitting here fucking making mempool
art by the transactions you choose to pick and mine, that's the ultimate, like, fuck you.
I'm a degen.
I do what I want kind of move.
So pinned up to the top, if you guys always want some cool kind of Bitcoin-related news,
like anomalies or anything like that, Mononaut is the one, man.
He's always early in a sense.
He finds interesting kind of, like I said, anomalies that occur inside the mempool or whatever
it may be.
And he always kind of broadcasts it.
And typically, they come to fruition.
He was the one that found out that Magic Eden basically sends dust to Coinbase.
I don't know if anyone knew that, but Magic Eden progressively sends all the dust from their
Bitcoin transactions as their send-off to Coinbase as an individual UTXO.
So eventually, Coinbase is going to have to combine all these UTXOs and be fucked out of
probably about $10 million, if not more.
You know, the longer Magic Eden keeps this up and the more people do this, the more amount
of, you know, $0.30, $2 UTXOs they're going to have.
Mempool fees are at over 150 V-bytes.
It's impossible to get that money.
So big F you to Coinbase.
But in other words, yeah, mempool art, man.
Pinned up is the Mara.
And then he also has a cat.
Oh, I'm sorry, not a cat.
He did a monkey last year in April.
So, yeah, I mean, you want to sit here, we can, we can, you can call us whatever the
fuck you want.
When you got your miner sitting out here just drawing pictures in the mempool, deciding who
he wants to mine and why, Luke can kind of go fuck himself, you know?
There's nothing that he can complain about us.
So, I thought that that was an interesting and fun find.
It was.
Did you see what Billy, just announced something.
I don't know if you're a big Billy guy.
Oh, yeah.
He basically said, excited to share what I've been working on for three months.
Art generated by sat number.
Artists collab with blank, blank input source, inscribe on demand.
More details to come.
What is your kind of speculation on what he's doing here?
He's just doing something similar to Bitblocks, but instead of it based off of the inscription
number, it's now going to be based off of the sat number.
Let me kind of just read what's said inside the Discord, because he gave us a little bit
of an insight of how it'll work.
So, he says, you must own at least three Bitblocks.
They do stack.
Mind you, you should have three anyway, because if you have one or two, you don't get access
to any of the giveaways.
You don't get access to anything.
So, minimum is three for even just kind of the perks of owning Billy pieces.
So, anyway, minimum of three for this new collection.
All my holders will have an allocation based on their tier.
There will be outside project whitelist allocations.
The collab artist communities will be getting whitelists.
They have a large community on another chain.
You can inscribe whatever sat you desire.
The number is the seed that generates the art.
Would be really cool to do maybe and inscribe on rare stats only.
Haven't made that decision yet.
Similar inscribe on demand like last time, but this time there is no time crunch since
it's only whitelist.
So, something to keep in mind, if you want access to this, it'll kind of be like Bitblocks was.
You can kind of go out there, pick any inscription on the chain, submit that.
That was the seed.
It then did, you know, your deconstructed output.
Now, this is based on the sat number.
So, you will be able to see this with whatever sat number you want.
Maybe, you know, we have name sats based off of the numbers.
You can go out there and secure yourself a name sat.
It'll have some type of unique output.
So, it was really interesting to see the split on Bitblocks too.
Um, the sub 1k inscriptions that were used as seeds ultimately fetch a premium just because
of the fact that the seed was sub 1k, right?
That's how it was actually split up for rarity purposes, not necessarily based off of aesthetics,
but just how the seed was.
So, I wonder now that it's sat based, ultimately, if you feed it an uncommon, you feed it a whatever,
right?
A black uncommon, a black alpha, whatever, you're going to get different outputs.
So, um, I'm excited, dude.
I think I own like fucking, what, 36, maybe 42 Bitblocks.
So, I'm going to maximum my allocation.
Uh, Obsidian fucking was a awesome cooker sitting at like 3x the floor price.
And I'm just stacking, dude.
I'm bullish on Billy.
Like I said, he's one of the few actually Bitcoin native, um, generative artists, in my
opinion, who uses Bitcoin as his canvas, right?
All of them have you go to the chain and you feed the chain or, or grab from the chain
and just add to his algorithm rather than his algorithm be the final output.
It always required, like requires Bitcoin to be involved.
So, I'm just bullish on Billy.
And, uh, sure enough, you guys will be soon.
Go ahead, Swag.
Yeah.
I mean, I can't, I can't count on my hands how many times I've, I've told y'all how bullish
I am on Billy.
But, um, just to tie it into what I said before, he's going to be one of the five artists.
I don't know if they're going to be adding any additionally, but all of the artists they're,
they're featuring at that event are going to be Ordinal's artists.
Um, so Billy, Barr, Hardo, Tony, and, uh, knowledge so far, I, they may be working on
more, but as of right now, so I'm excited, dude.
It's cool.
Cause you can have like with Billy's pieces and bit blocks, like I actually have a bunch
of my collection that are crossovers between those artists.
Um, and so it's cool to be able to create something that one artist created and, and
like seed it with something else.
It was just an awesome experience minting, uh, during bit blocks.
Kind of sad.
I'm coming in on the third, jazzed up.
You can think about it.
I'm kind of sad.
I'm coming on the third and at the second, cause that's when that convention is going
to be right.
We fucked up.
I was like, yo, I want to be here Saturday night.
I didn't know there was a fucking, the world was ending.
Like, you know, Haley's comment was coming by now.
I'm trying to change my date.
Um, should have just came the second to, to Saturday instead of being there for the eclipse,
bro.
But we can go blind together.
X, me and you.
Yeah.
It's crazy that I've met chief one time and it was in New York and he lives in Dallas.
I live in St.
Louis.
And the next time I meet chief is in New York.
It's not like we can like cross path any other place in the world other than New York.
It seems like.
I heard the three body system is going to be revealed during this.
Oh, dude.
And then it's an eclipse.
It's going to be something special, bro.
It's going to be magical.
You know, we're going to, we're going to the statue of Liberty or we're going to the
empire state building or something and watching this go, go down.
Oh, P Diddy.
Oh, shit, bro.
Damn.
Now, every time I talk about New York, people are going to call me P Diddy.
This is fuck.
I thought it was Jay-Z's territory, not P Diddy.
I definitely want to link with you because I live here.
So I'll be here the second.
And I'm definitely trying to mingle.
And I'll wear some swaggy stuff.
I'll wear some orange stuff.
You'll, you'll know it's me.
Don't go too overboard on the orange.
We'd like to see some tasteful pops.
Yeah.
We like sort of like a Virgil Abloh with his off-white where you have like a little piece
of orange, not like a full highlighter orange hoodie you wear.
Speaking of Virgil, I might have to pull out the orange darts again.
We're looking for orange fingernails, orange toenails, and orange dyed hair, sir.
I got, I got my, uh, I got my Yeezys, uh, taillights have little orange straps on the
back.
I think that's enough orange for Bitcoin.
You better specify what kind of hair.
This room is full of DGINs.
All right.
So the mint, the mint schedule, um, we'll, we'll talk about that.
Obviously we have gaming and the GMRX token launch.
I've seen Eddie already print $5,000 off that this morning.
It looks like there's a besting period.
You get 20% today.
I guess if you hold the NFT, you get 80% over time.
Bested.
Block Games, uh, has their token presale today.
We have Jonathan Schultz and counterfeit.
We have ripped Pepe.
That's on ETH.
We have Jairus and highlighted.
Nalia Hayes and Lady V.
Collector Crip.
Live art ordinals.
We have Fabricant, Mansion, Margiela, and a bunch of people.
I don't, I can't say their names.
Um, so I will pin up some information on these drops up top.
And of course I have a goddamn fucking excavator here.
So I'll pin those up and you can get to the breaking news.
Cool.
Yeah.
I was like, we've excavated real quick.
And then, uh, I mean, this broke 30 minutes ago, but somewhat breaking news.
U.S. Department of Justice criminally charges KuCoin.
Oh, fuck, bro.
Uh, and two of its founders with Bank Secrecy Act and unlicensed money transmission offenses.
So, U.S. coming after every exchange.
I mean, I think that was the only one that was left, right?
Every single one of them has somewhat been through court or is in court.
We have Coinbase.
We have Binance.
Get fucking the boot.
Um, Robinhood.
I think that's the only one that's left is Robinhood.
But I think they function a little bit more in the lines and, you know, are more stock-based.
Have very few crypto and more stock.
So, I thought that that was interesting, dude.
Um, appreciate the...
KuCoin's based out of Hong Kong.
Yeah, I know.
So, I mean, next we're going to be going after Wobie.
Mexi.
Mexi is basically the new KuCoin, is my guess.
It's probably Mexi because they do derivatives trading.
You can trade meme coins and leverage meme coins on there.
I'm guessing Mexi is probably next.
But they probably won't be able to get them until after the bull market's over, is my guess.
I mean, KuCoin has been sitting there as, like, an easy target for a very long time.
So, yeah, not the greatest.
But we've got Steven up here.
Any of these mints today, any information you have through your vast knowledge of art that may be something that we should keep our eye on today?
So, out of today's block...
Oh, I'm sorry.
First and foremost, GM.
It's great to see everybody on Tuesday.
Out of today's block of mints, the big one that I'm watching is Lady V from Nyla Hayes.
She was and is a huge artist over on ETH.
But she's doing her debut drop on Ordinals through audio galleries.
I'm honestly a big fan of the drop because it shows a completely different approach and style to Nyla's work that we haven't really seen before.
She was known for the long-necky ladies over on ETH.
And I just think there's a lot of really incredible growth in this piece that she's showing.
So, I'm amped up about that one, but I'm happy to get a little bit deeper into the art mints on the day because I think that while there is some amount of really solid stuff that's upcoming, I think the next two really big ones are across the next two or three days here.
One of them popped up on my radar late yesterday, and that was one that's dropping tomorrow from the team of Z-Blox.
That is, where is it?
Come on.
Non-Stratum.
Non-Stratum.
If you're not familiar with Z-Blox at all, first and foremost, please go familiarize yourself.
They're one of the first artists dropping on ArtBlox back during their early phase.
They're known for Unigrids, but they recaptured a lot of attention in the last month or two when they did the debut drop on 6529's new generative art platform, which I can't even remember the name of it offhand.
But the piece that they dropped there was called Pebbles, and if you don't know much about it, I suggest you go look at the chart because Z-Blox got a shitload of massively credibility boost and respect off that drop.
I think we saw the floor on that one surge up to 2.5 ETH right off jump.
It went crazy.
So I'm expecting their debut drop, their genesis on Bitcoin, to be a very big deal.
It's called Non-Stratum, and I was talking to them in the DMs.
They have this thing scaling up to 16K.
16K!
Like, we don't see art on Bitcoin that has that capacity, ever.
And yes, like, I know most of generative art has solid upscaling, and like, you can, you know, render it at whatever size, but the fact that they went into so much detail to make sure that this piece could be displayed in the highest of fidelity is a really sick sign that, like, we're in for a treat here.
I would keep an eye out for that one.
That's tomorrow.
Supply is 777, public at 4 p.m. Eastern Time.
The allow list I do not believe is over-allocated, and the price is 0.01 BTC, so I'd be keeping an eye on that one for sure.
Besides that, I'd keep an eye out for live art today.
They've been teasing that they've got something coming.
I believe it's probably a pass for their ordinals collections upcoming.
Live art's done a ton with, you know, photography in the past, but I believe they've got more coming, so I would definitely keep an eye out for that as well.
But you've also got reversions today, which is a big one.
I'll be speaking with Brennan.Eath tonight on Color Commentary at 7 Eastern about that one, but that drop will be going live at 5 Eastern.
It's a 24-hour holder claim for anybody who owns Scordinals.
It was Brennan's early collection on Bitcoin.
This is essentially a child collection, almost, of Scordinals.
It's kind of like a secondary styling that really does go back to the roots of Scordinals.
So if that does not get claimed out, it will go to public at 6 p.m. Eastern Time on the 26th.
So be aware of that one.
That one's also minting for .01 BTC, but I think that's going to be it for right now because, again, like I don't like to give out too much alpha early on, but because we were in the mints, I figured I'd give it out.
If you get me 10 more reposts on the space, because, frankly, we owe that type of respect to the TDA, I will drop a couple more nuggets of art alpha for you before the end of the show.
So get it up to 69 reposts, and we'll go deeper.
Let's go.
Let's fucking do it, guys.
We need all that alpha.
Art alpha.
What happened with this fucking kid's playground shit last night?
Like, fuck, it took 47 hours to fucking get in my wallet, and then I fucking get a duplicate.
What the fuck is going on?
Can we...
Chief.
That's all chief.
Go to chief on that one.
Yeah, they said duplicates are because you'd feel bad if there was only one bong in the collection, wouldn't you?
So you now get a chance to collect more than one.
And I would say it's Expresso's fault for not looking at the collection on chain before...
Well, I got a stepdad, and no worse than having one stepdad, but having two stepdad?
That's even worse, bro.
As long as he's not stuck, I think we're doing.
Yo, I just sniped one of the turtle ashtrays.
I fuck with it, but I had the same feeling.
I was like, after I minted, and I knew that I wanted one, I just didn't realize that out of 444, there were additions.
My whole thing was that.
That's what I get for not fully Christian Dior ring.
Yeah, yeah.
My whole thing was that.
I mean, not only the additions, but I thought that it was cool.
But then when you get in the physical, like, I thought you were getting the toy, bro.
You're not getting the fucking toy.
You get a print of the toy, right?
So that's another thing, too.
It's like they're not making these little, you know, cars or whatever, which would be a whole other step.
This dude's an artist, like, in real life, right?
Like, has he ever sold actual, like, art, like...
I was doing my research.
Collectible, physical collectibles?
I was doing my research.
Or is it all print work?
And I never found even a mention of this on his Instagram.
Like, he didn't have it posted that he was doing ordinals or anything like that, right?
So, I mean, I'm not to say that it's not.
But it's all posted on there on his Instagram.
It's a decent-sized account.
But not really much back and forth either in the comments.
So I don't know if he's ever done, like, an actual collectible itself.
I think that that...
You could have not done duplicates and offered a physical.
And people would have been more than happy to pay the $700 price tag, like, without an issue, right?
It didn't matter if it was all on regular set.
Like, you didn't need to add all the special sats and this and that bullshit.
You could have just gave us an artifact with the option of getting a toy.
Yeah, and just reduced the supply to be 100% one of us.
Yeah, and got a toy or whatnot.
So I think that that would have been dope.
But, I mean, they're under mint.
If you think that it's still a low supply, $444.
And I think there were 70 or so listed this morning.
So, rough.
I mean, he is the artist that, like, pioneered that style.
And, like, you know, I think it's a really cool concept.
And that's why I bought one, minted one and bought another.
But, yeah.
And I think that they're, what you see now with any sort of new collection, you get FUD.
Ultimately, I think the art's dope, though.
That's why I bought it.
It is, though.
It was tight.
Are we going to talk about inscribed pet bays?
Or are we just not going to talk about it?
I'm just asking you before I talk about it.
What about it?
Is this, oh, I mean, just the fact that they're going to do some kind of mint at a mansion for inscribed pet bays might be something that might be beneficial if you're going to New York.
I don't know.
I mean, these things are fucking thousands of dollars on Magic Kingdom.
Wait, they've announced a mint?
Are you talking about the Ghostface Killer thing?
It's inscribed pet bays.
Greenpilled.
Friday, April 15th.
Location.
The mansion in New York.
More details, including invite leaked below.
Location.
I've got to get on my Discord game today.
I'm just saying, like, this could be like a geo-locked mint from inscribed pet bays.
If you're there, you might be able to pick it.
Oh, fuck yeah.
Stick.
I didn't even think about the geo possibility.
That's dope.
I mean, where are y'all getting that?
Just speculation?
Is that just speculation?
Or like what?
Yeah, it's speculation.
I mean, it's greenpilled and then has a little fucking guy there.
I don't know.
Telling me the locations.
I like, okay, so I talked to the inscribed waves and Al and all them in depth early on,
probably, what, five, six months ago, figuring out what they're doing next.
And I'm pretty sure I shared here on the show, they're in a sense going to become the fake
rares of Bitcoin, right?
And the rare Pepe.
So they're already in works with rare Skrilla.
And that's why you've also seen the Lil Peepos kind of run up, not only due to the fact that
they're giga brain fucking devs, and they do a lot of the back end heavy lifting and
the connecting for a lot of the projects that we know and love.
They're kind of like ghost advisors or primary advisors on a lot of this stuff.
But their primary focus and goal now is to immortalize fake rares and rare Pepe's just
on Bitcoin, right?
And they're starting off with Skrilla and then slowly going to progressively work their
way around.
So if you're interested in that and you think that those have legacy on Bitcoin, which in
my opinion, they do, that's kind of what I'd be looking for in the team that I would
bet on, right?
They have kind of 2X'd since then.
They're ranging in that 0.08, 0.09 section and then slowly have hit 0.21.
I know the team does have a lot of, not a lot, but they have a decent supply and they're
doing more so finding the correct collectors, right?
I know Pepe's didn't have, because they weren't sharing so much about what they were doing,
a lot of the more or less flippers or whatnot exited.
And so it's a perfect time now to actually find those that kind of want to ride and be
with that kind of community.
So shout out to Auz and Wade, man.
I've been staring at fucking Lil Peepos forever.
And yeah, this is one of those I deserve the price I pay.
And I already know I'm in for max paying.
But you know, hopefully it's time.
So there's an invite.
Yeah.
There's a, if you go to the post and you scroll one down, it says put together by inscribed
Pepe's and Wasabi protocol friends, please sign up using the link below limited capacity.
So I signed up last night.
I imagine if you do get in, there might be some mint.
I don't know.
Like we see this all the time in New York, where are these conventions where like Clannosaurus
does like these pack drops that pay for your, pay for your trip.
What was the one that you did in Art Basel?
Was it Fimojis that you're able to mint?
Or you got, you basically paid for your trip off of Fimoji.
So this kind of stuff happens all the time.
And if you do get included as an invite, I think there might be something on the other
side that might be a mint or something that might even pay for your trip.
So I would sign up and wait for, and just send your emails and just confirm if they
do accept you.
I think this would be beneficial to do on Friday if you do get included.
So before we go to Steven, so there's 420 pieces all on uncommon sats.
Um, they minted for 0.12 and they were a bit under mint for a little bit, but now they've
obviously ripped past it.
Uh, so yeah, I would say do not fade as well.
Good, Steven.
So I'll be the first person to admit, like, I don't really like to mess with art on L2s
at this point.
Um, I've got a much deeper dialogue on that one, but I did find something that I thought
was at least a little interesting that may be worth a short-term play.
Um, the artist OXDGB, um, has a really interesting, kind of cool riff on bass right now that is a
play off of what we saw from Scents from Sovereign Art yesterday.
I just, I think it's a really interesting play.
It's very, very low cost, but the total supply is 269 pieces and it's minting in five minutes.
So I'm going to pin it at the top.
Um, it just may be worth a quick flip.
So worth going and taking a look at it.
It's called Pepe's Penny and it's going to be OXDGB's final bass edition for the month.
And he is airdropping 20 of these coins before mint, uh, I believe to his existing holders.
So it may just be worth a, worth a flyer, but I thought I'd put that on your radar real quick.
How did it work with him copying X copy?
Did that make any money?
I mean, like, I'm going to just call it what it is.
This man sat here and everyone copied X copy and tried to do that grift.
And now he's just sitting here.
I mean, where's the originality for moving to base?
Not to say there's no money to be made, but I would, I would run comps based off of his
last, uh, wannabe copy and just see how that worked out.
I mean, thank God it's his last drop of the month.
Please spare me.
But you know, I don't know.
Just being real.
Yeah.
Look, I think it's a really good take actually.
Like I think that if you want to go do comps, that's probably the best way to look at it
at this stage of the game.
Um, it came across my radar.
So I wanted to put it out there at the very least to people that, you know, haven't necessarily
followed it.
I think that all things considered, if, if somebody is just doing a blatant ripoff, at
least they're doing it on base and not clogging up either of the, you know, valuable networks,
you know, as, as bullshit of a takes that is like, that's kind of my view of it.
I don't, I don't take a lot of these L2s seriously.
And if artists want to go up and, you know, fuck around on those chains, like do it as
long as you're not taking up the mempool or you're not, you know, causing a gas rush
on ETH.
Like I'm, I'm fine with it.
Then let's talk about something that do got pinned up to the top, Steven.
I know you got to take on, uh, Claire Silver piece sells at Sotheby's with over 50 bids
for $60,960, 10 times over the original estimate.
Um, just kind of a little bit more depth in this.
Uh, it's been recently getting a lot of pushback in the art scene just due to the fact that
it is a, in a sense, a remix of original artworks.
Not only is it a remix, but the original artist's signature is still present.
For those of you guys that don't know, Claire Silver's an AI artist who's also been venturing
in, you know, a maraud of different styles recently.
This one is a combination more so, uh, less AI, but more collage, right?
So what do you think about that, Steven?
I mean, do you think it changes the validity of the fact that the original artist's name
is still present and that there are no, let's just say shared royalties for him or her?
Um, and, and kind of what, what's your opinion on this, man?
Um, so first and foremost, to say it in the most plain and simple way that I possibly
can, Claire Silver has never given a fuck about what you thought before.
So I don't expect her to go changing just because, um, people are being critical of a
drop from her.
Um, I think that honest to God with this drop in particular, I would have taken a lot more
issue with it if she had like scrubbed the original signatures.
Um, but to me, like she's giving at least some level of credit there for, you know, who
was originally responsible for that work.
Um, and there've been plenty of artists through history who have done what are effectively
derivatives.
So I see this as a derivative while it is a mashup, but I do understand why people take
issue with it.
Um, I think when you look at the trad art world, that type of dialogue is really common,
right?
Like what, what is art?
What is low effort art?
What is high effort art?
And I don't think it's low effort art.
I think that she did actually give real material thought to it.
Um, but I definitely need to dive a little bit deeper on it because people are definitely
fired up about it this morning.
Yeah, a hundred percent.
I mean, at the end of the day, like, and then at the second pin, uh, post is the actual
description.
And it says several paintings from our collective, uh, cultural heritage transformed into a moment
that is entirely new.
Still in this thrumming with the vibrancy of life, the shape shifter is who we are, who
we are and who we will be.
So in a sense, it does kind of talk about the fact that it is a representation of the collection
as a whole, right?
As the whole collection in one.
Um, so there does leave that bit of, you know, understanding, but then again, I think
people are just more upset that she's quote unquote, the one profiting rather than the
original artist, even though it is based off of his original artwork.
So that's kind of been the uproar that's going on.
I don't know if anyone's seen it on their timeline, but you follow any of the art nerds.
Um, this is what, you know, we're upset about today.
Gotcha.
Go ahead, flame.
And then I got some stuff I found this weekend that I wanted to share with the team.
So go ahead, point.
Real quick.
I'm just wondering on this one, does it make sense to like kick, uh, you know, the original
artists, find a way to give them some residuals out of this thing because, you know, their work
was essentially, uh, appropriated to create this collage.
Like I have nothing against Claire.
I think she's a goat and, you know, part of, you know, creating controversy through AI generated
work and, and the stuff that she does is just part of the, of the whole package that comes
with what she does.
But it does seem fair, like they should get a little something out of this, but I don't
know.
Maybe we can crowdfund it.
I don't even know.
I really don't know.
Um, so the first part, you know, what I do during my free time is find new stuff that
has low followers and try to tell you guys about it before everybody else finds out about
Right.
So, um, one that I found over the weekend, or it was actually yesterday.
It's, and the only reason I found this interesting was they got the Twitter handle, Twitter,
handle, Twitter handle alpha.
So it's at alpha.
Um, they have, uh, they had, uh, OX Valley was following them.
Uh, basically they basically have been tweeting recently that has only 1.6 K followers yesterday
had under 500.
Um, basically I'm not joking.
You have four minutes retweet, drop your soul address.
They say that the alpha doesn't fall far from the tree.
You can find it, interact and drop your wallet.
This looks like it could be something on soul.
Um, to have, uh, art, Arcanic was following them and OX Valley were both following it.
Got my attention.
Plus the elite alpha handle.
So I don't know what this does, but I dropped my soul handle on there.
And I think that you should probably do it too.
Um, let's see where it goes.
Just a new project, not a lot of information, just trying to keep you guys updated on it.
And then we're, uh, getting into rune season, right?
We're less than 20 something days away.
And I found a, basically a bot that's going to help us for sniping runes.
It's called Rooney Gun.
And I just found this this morning.
So this is relatively new.
It only has 168 followers.
Rooney Gun is a telegram bot designed to create, mint, and trade runes securely and effortlessly
on the Bitcoin blockchain.
Uh, this was, this was created probably yesterday.
I don't know if this is true or not, but you know, I've been looking for bots for runes.
And this is the first one I stumbled across.
So maybe put notifications on when it goes live, maybe there's, you know, limited access
so you can get that.
And hopefully that'll help you in your runes journey.
Right.
And hopefully make some money off of it in less than 20 days by using that bot.
Um, saw this the other day.
I saw it already doing whitelist collabs.
It's called Runic BTC.
I'm already doing like collabs with other projects.
Um, but it's a 5,000, 15,000 supply of rewards, Lord of runes, mint day to be announced, mint
price to be announced, white, mint whitelist and public leave your taproot address.
That was something that I found.
Um, I got another one.
It's, uh, has a, it's called Narcos El Patron.
Uh, it kind of looks like a, like a Narcos project.
So it had, it looks like, you know, who is it?
Um, Pablo Escobar or whatever.
And I think this one is also going to be on Bitcoin.
El Patron comes to Bitcoin and official Narcos project by Dazzy.io.
Not a lot of information on this one that has 1.9K followers on it.
They have like a trailer already.
Something looks interesting to me.
Um, and I think that's probably the last one.
Uh, they have the Leonidas Stone Dynasty.
That's a mint that's going on today.
It looks like it's like 52% minted out.
Uh, not too, not something.
I'm probably going to get into.
Um, but yeah, we got stuff like OG Satoshi's coming out on the 27th.
We have the, or DGEN's, uh, coming out on the 27th.
We have the BitDogs, which is OXBT.
Um, we've been talking about this for a while.
They came out and saying that they're going to have a mint.
Um, if you hold 5,000 OXBTC held in a wallet, you'll be able to mint OG.
If you have 1,000 minimum, you'll have window two VIP.
And then window three, uh, is going to first come first serve.
And basically the Ordinal dogs are going to be an Ordinal.
And then obviously we all know what happens with this is now you're going to have, be able to, uh, mine their runes.
The OXBT is basically converting into a runes project.
And you're going to be able to get runes by holding this OXBT Ordinal dog now, the BitDog.
So I've been kind of calling that for a while.
When I started seeing the, the, the runes text and stuff, I was like, it's probably going to be an Ordinal that is probably going to be able to mine the new OXBT rune.
So those are the, some of the stuff that I found over the weekend, like I said, do your own research, but a lot of these projects don't have no information.
So I always say a first do research later, um, especially with stuff that's limited, you know, get in the discord and stuff like that.
And, uh, what was that project BTC slimes, um, they have a waiting room.
And if you turn notifications on to their Twitter, they leave a first come first serve, like, uh, codes to get in.
Uh, so you'll enter the code and then you would probably have like 30 seconds to enter.
But that one is something that's getting a lot of hype.
The discord's fucking pop in.
I think it's a five, five, five, uh, collection.
It's under a thousand.
Um, but yeah, if you've turned notifications on for BTC slimes, he basically releases passwords.
Like every hour or two and you'll be able to get in there, but you have to be quick.
So you got to be in the discord and being in the waiting room.
So that's kind of the stuff that I found over the weekend that interests me.
And, uh, I think the one that I'm super interested in was when I found this morning is this, this, uh, telegram bot for runes.
Have we found one yet?
Is there, is this the only one that, that I know of, do you know, any other kind of bots for runes?
You know, we're, we're less than 22 days away.
I think that we need to start, uh, practicing or just start trying to figure out our strategy behind this.
And I think having a bot will probably be something that a lot of people won't have in the first day.
Maybe I'm wrong, but is there any other room bots you, if you know of other than this one?
I don't even think this is real.
Um, to be honest, I mean, I don't, I don't understand how the only way you're going to be able to etch a rune initially is running it directly through a node.
Like there's no questions about that.
And so I'm not sure how, uh, the telegram bot, maybe they're running a node and off of a server that lets people kind of continuously go and spam.
But Bitcoin's not, um, like anything else, right?
You can't sit there and spam a telegram bot, multiple inscriptions or multiple just kind of transactions.
Cause it doesn't, I mean, it'll, it'll break or it just won't work.
Right.
And so, I mean, I'm, I'm hella interested to see how it works or even what they're talking about, but just based off of what we know so far of the infrastructure, I'm not sure how a bot's going to work for this.
Or if there even is going to be a bot, not especially not initially, maybe further on down the line, but even then there's, there's not even a bot for BRC twenties yet.
I mean, ping said that they were going to make one and halfway started doing that and it's still not here.
So that's the, the biggest thing is I'm trying to understand how they're going to trigger.
And if it's just a command line, then yeah, I understand that you can do automation, but you still need a node pair to either a server or something for people to be able to, to actually participate.
So if we haven't seen one on BRCs, uh, I'm least likely to think we're going to see one on runes day one.
So that's just kind of my positioning, but I, I, I'm kind of curious to see what it is and how they're going to market this.
Yeah, I'm, I had notifications on for them.
So anything they drop a website, even their telegram, I'm going to go in there and see if they can come in here and explain it.
Similar how we did the ordinal hive.
Like once you like, they start describing like, uh, we're not that interested.
So I'm very interested in this.
Uh, but like I said, I'll keep us updated if there's any information on this rune, rune bot or rune gun.
So, yep, there we go.
Bring up anger up here.
Um, but yeah, I had, uh, some stuff on gaming.
I don't know.
I'm super bullish on Godzilla games.
They were at GDC, or I guess AVAX was right.
And they announced this morning that they got a 30 million, uh, in, in, in round led by avalanche fund and coin fund.
So Godzilla games, it's going to be the first web three game.
Oh, maybe it's not the first, but I guess it is the first that that's actually going to be able to play on PS5 and Xbox.
Um, so they just got $30 million in funding.
So Godzilla games closes a 30 million round led by coin fund and blizzard fund, which is the AVAX foundation.
Godzilla games, a blockchain developer has raised 30 million in a round, obviously, um, for a morning star and our capital back in 2022.
The firm closed $46 million, uh, round back with Animoca, Spartan Group, NGS Ventures, KC Labs, and Shima Capital and others.
Funny will support development of a release of Off the Grid, a free-to-play battle royal video game that will be released on PlayStation, Xbox, and PC.
Which, for me, web three games, I'm not typically a person that's going to play a browser or even play a mobile.
But if this is on, like, a console, I think a lot more people are going to be attracted playing that.
Um, especially with the integration of, like, web three wallets, uh, with Xbox and PlayStation.
Could be, like, this could be the game that, like, hits mass markets and, uh, gets mass adoption.
I don't know, but super bullish on Godzilla games.
And I've talked to a bunch of people that play games, and they're like, I don't even play fucking games, browser games.
But if this is on a console, I'm definitely playing.
So, I'm super interested in Godzilla games.
And when it comes out, you best believe I'm going to be playing it.
Um, so, super bullish on them.
Go ahead, Chief.
You got any something else?
I saw you pinned it up to the top.
I mean, we didn't really talk about it, but, um, it is pinned up.
And I'll just kind of go through it because it's in my bookmarks as well.
Uh, the Lucky Tears.
So, if you've been farming block, I know a lot of people have been farming, uh, block
from blockchain, or what is it?
Block Games Dice or something?
Um, the tier.
If you're on the Lucky Tear, it closed two hours ago.
And then we'll be transitioning into the open tier at 3 p.m. UTC today.
So, for those of you guys that are farming block, just so you're up to date on what's going
on on that side, there's that.
Next, we have Domo with the petition, um, slash the Layer 1 Foundation, which is now kind of
ran by a committee.
Unisat is sitting on that committee and is a part of kind of maintaining the BRC20 standard.
And so, now they're talking about a potential to burn BRC20s and add, uh, I guess just more
layers of functionality, uh, to them, right?
To where now they have specific purposes.
So, if you are a big BRC20 whale, if you're not really believing this rune narrative, if you kind
of still think that you're going to hold it tighter, there will be use cases, as we've
mentioned here on the show, I think for different purposes than what we currently do and use them.
But it's interesting to see that they're adding mechanics that are traditional to coin
systems, right?
For this, right?
So, it'll be cool to see what Domo and Unisat cook up, man.
I know that BRC20 is not just going to disappear tomorrow.
Uh, and so, you don't really have to be worried.
I would try to position myself, though, in, uh, BRC20s that have kind of stood the test
of time so far, right?
Not to discredit any current ones out there, but if they're not talking about some type
of migration to runes, then I'd be curious to see what they are talking about in the BRC20
ecosystem and kind of how they plan to maintain the attention and the ability moving forward
with kind of the ecosystem developing.
So, uh, let's go to Anger and then we'll go to Titus and we'll keep going.
Go ahead, Anger.
Hello from Toronto.
Uh, just a quick question for, for the boys.
I was wondering, um, do, do you guys think that runes could take away from stacks momentum
or kind of take some attention away from multi-bit, how will runes or runic affect the rest of
the, uh, of the Bitcoin layer twos?
I mean, I don't think Bitcoin rune isn't a layer two.
I think that that's the biggest thing.
I mean, stacks is in a sense, it has a token, but it's also a functions as a layer two, right?
Rolls up directly to Bitcoin in that sense.
So that's the biggest, I mean, primarily difference.
Runes is just going to be a protocol slash a token standard on top of the ordinals kind
of L2, whatever layer one consensus that we have going on.
So it's, it's a little bit fundamentally different.
I still think that stacks is going to keep growing.
I mean, it's the VC version of Bitcoin, right?
And everyone's dying to have an L2 when in reality you have an L2 that's propped up by
some of the biggest money in the world.
So it's just another collective fever dream on L1.
Yeah.
And stacks is at an all-time high as well too.
I mean, regardless of what, we don't talk about it a lot, right?
But stacks is literally at an all-time high right now.
So I don't think it's going anywhere, Anger.
I wouldn't, I wouldn't be worried if you are thinking about stacks related things.
I mean, I spot buy stacks.
I'm not, you know, too keen on any kind of infrastructure, full development, but stamps are still alive.
And I mean, I know the VC still got their money there.
So those are kind of how I'm hedging my bets for stacks.
Well, I ask, cause I kind of been investing in multi-bit and adding to my multi-bit bag over
the last month or so.
And I'm just wondering, maybe I should be focusing somewhere else, but just food for thought.
Appreciate it.
No, it wouldn't hurt to diversify and at least get some base exposure to runes.
I think that that's one of those things that the general consensus is some exposure, right?
We don't know it's going to be how early BRC 20s were where we were minting everything
for two to three bucks.
And then five, six months later, some of them were bangers and they came out to be, you
know, a couple grand and we made some money and then others are just dead and they're
still in our water, like fucking, I mean, in our wallet, you know, like Otter.
I still got a shit ton of Otter and Otter just LARP for a year, but it's okay.
So I think it's really about that, right?
It's going to come down to having exposure.
Some are going to be winners, even some of the big ones that we know now are going to
be, in a sense, not going to make it, right?
They're just not going to etch in time and therefore are going to lose their steam or
their fire.
So kind of my two cents.
Good, Titus.
Two cents.
Yo, yo, yo.
So I'm not sure if you guys saw this, but Unisat is dropping an app tomorrow at 8 UTC.
So it might be something people are interested in.
Unisat is dropping us an app, like an app store?
Yeah, I've just pinned it to the top.
Oh shit.
We're getting mobile wallets for Unisat now.
That's the one thing they've been lacking is a fucking mobile wallet.
That's a good.
That's good.
What do you guys do?
Because they've, you know, I mean, I know we'll talk about speculations.
For those that are around early days, everyone thought Unisat was going to have an airdrop,
right?
They counted points.
They've been using points as a metric for access to just platform features for the longest
time.
You had to have 200 points before to access this.
And then you had to have X amount of points to access the, this swap.
So I wouldn't, you know, as they're moving towards app store, getting more funding in,
which they are, I wouldn't, you know, put it past going over there when men pulls low
and, you know, throwing 50 bucks, 20 bucks, whatever I can afford to lose on some bullshit
and see how I can rack up some points.
Trying to think of stuff that we can do.
You can only do on Uniswap that you can't do on Metakini.
Is it basically inscribing BRC20s is the only thing?
That's yeah, that's primarily it.
It's BRC20s.
So we'll be able to basically inscribe BRC20s mobile now, even though we're going into
runes, that's still an option, I guess, that you can't do on Xverse.
But other than that, is there anything else that Unisat does that you can't do on Xverse?
Other than inscribing BRC20s?
I think that's it.
Yeah, that's primarily it.
I mean, it can't hold Cursed.
That's it.
Like, that's the only negative.
So, something else I'm going to pin up to the top.
This is a word of caution, not a green light to go do this.
But Liquidium has now accessed and fully turned on Ledger support.
If you're sitting here using your Ledger to approve and kind of, you know, you're not
going to make it.
That's not smart.
That's not the whole point of the Ledger.
It's not for you to fucking be signing escrows or connecting it to random dApps on the internet,
regardless of whether or not we're all using the dApp or who it was co-signed by, right?
There's always some type of risk.
And so, I just be careful.
But if you do want to, you know, use your Ledger and loan or lend on Liquidium, you're more
than welcome to connect it and go through the Xverse app for Liquidium V3.
Have you used it?
Is it fast?
Oh, it's dope, dude.
V3 is awesome.
I mean, you can do trait-based.
Well, they do it, right?
They have it separated.
But you can do now trait-based collection bidding.
You can kind of tweak the amount and length of the bids themselves.
It's a little bit more controlled for both parties involved.
So, overall, definitely worth checking out if you're on Liquidium.
And right now, V3 is on their closed beta.
So, points were not reset, but it's a separate set of points and metrics.
Anything you earn on V3 will then be added to your original V2 points and ranking.
And then you can continue and progress from there.
Let's go.
Let's go.
So, Pyroalt, you came up here.
You got something on your mind before we move on?
Let's call him Pyro.
Pyro, my bad.
What's up, BJ?
For those curious, it's Pyro.
But whatever you want to say is good.
But, yeah, man, just shout-out to Liquidium and the Chads over there
taking care of the puppets and everybody else.
V3 is straight seller.
I wanted to say, because you all were talking about BRC20s
and just point, I don't know if it was talked about, but the Poi, like that Poi drop.
Had anybody seen that or is that up top at all?
Yeah, it is, boss.
It's probably earlier on in the show, we did a little segment on it and just kind of broke down the ORCs.
I think that the one bit of news that was new and interesting and, to me, changed my perception is that you can mint it yourself.
So, you no longer have to kind of inscribe your own, connect your wallet to it.
So, you can go on Unisad or anything like that and kind of your favorite inscription service and inscribe your own tokens.
I'm not sure how they're going to go about the actual kind of platform or process or, you know, display the code for whatever.
But, apparently, if you're correct with your actual allocation, you can go about it yourself and, you know, claim that way.
Yeah, yeah, that's great you all touched on it because a bunch of us were sketched out connecting to the website, but they did blast that earlier.
And then, also, like, circling way back when I first got in here talking about the Shampoodie, I pulled, like, an automatic weapon with, like, a kilo of blow and, like, a stack of some loot.
And, you know, I just thought it was funny when they busted out the, yeah, the live claim or the physical claim is coming up.
And I was just curious how I was going to be claiming all that.
But I thought it was funny.
It's a print, bro.
It's not an actual, it's not the toy.
Right, right.
Yeah, no, I heard that.
It's not a real, it's not a real kilo of cookies.
I'm kind of bummed.
I'll be honest, man.
I'm kind of, I thought we were going to bring back Silk Road for a hot second there.
Free Ross.
Word up.
I don't think we're too far from some type of Silk Road ordinal project.
You know, some motherfucker living in Netherlands saying, F you guys, come find me.
I just pinned up, I pinned up the hash or whatever you want, the ticker, do it manually up top.
So it's P, you know, I'm not going to read all, but it's ORC20.
And then you do the OP and then you minting claim for Rams.
You do ticker POI and then TID1 and then the amount.
Typically, when you put your wallet into the Explorer, it'll tell you how much you were able to claim.
This is the manual way to do it.
So, you know, if you don't want to connect your wallet or get scammed, you could do it manually by inscribing it.
So there's the code up top for you, how to do it manually.
Hey, thanks for that.
And last thing, and thank you guys for swinging me up here.
Did anybody mint one of those pennies for like, you know, $50 to $100 yesterday?
Yeah, I'd admit one.
We were and we do have a allow list.
They've extended the allow list window, I think, an extra 24 hours just due to the fact that mempool is so high.
It went from free mint to $80.
And at the end of the day, I feel like it just adds insult to injury because it's a penny.
You know, like if it was a dollar, I wouldn't feel so bad.
But I'm literally staring at a penny that I'm buying for $80, which you told me was free.
And the math just wasn't math.
And so hopefully in these next 24 hours when mempool goes down, you can get a little bit closer to free.
I mean, realistically speaking, it should be in that probably anywhere from $15 to maybe $35 range max.
So that's kind of your zone, right?
Max, max, $30, $35.
Anything else is a little too expensive for the quote-unquote free on Bitcoin.
Do you know what we're actually inscribing, Chief?
Is it an image?
What is the actual file type?
I know that it was a little bit more expensive.
I don't know what type it is.
I mean, probably, I don't know if they're actually on.
And that's just part of, like, if we're talking about why does it cost that much?
I'm just curious if anyone knows the size because I'm sure there's, you know, some sort of inscription fee.
Yeah, it's coming.
Which exponentially goes up as fees go up.
Yeah, it's coming directly from Gamma.
I mean, I know people have their perception on Gamma and their fees, but it is what it is.
So if you do have a loud list from us or in general, they extend it at 24 hours for anyone that wants to participate.
I just put it up top, the Gamma link.
It says it's 47% minted out.
It's a 10K collection.
This is from inscribing Atlantis.
People are calling these guys, like, yeah, they're calling, like, they're saying this is, like, art blocks on Bitcoin.
Like, we've heard that before.
But this is from now.
That was one part of it.
They're a part of something called Sovereign Art.
And definitely not funny at all.
I thought it was β I think it's cool.
You know, I actually meant it.
But I think it's cool.
And I just wanted to shout it out to see if other folks were into it.
And, you know, another kind of throw or nod towards the free mints, free mint meta and big up, like, holding some of these older or, you know, just favorite collections like puppets.
Just straight up solid coming through with free mints.
And it's really getting frothy, I feel like, in the markets these days with projects coming through.
So, you know, just remaining guarded over here.
But, hey, thanks again, guys, for letting me up.
And thanks for having this space.
How are you feeling about all-time high for puppets?
Everybody's super bullish about that.
That was the leading thing I saw this morning is that they hit all-time high, man.
It's absolutely insane that this puppet community continues to out-meme and out-narrative all the other Ordinals projects.
It's nuts, bro.
Yeah.
I mean, you know, for me, the funniest outcome is always the one that kind of sticks and or at least that's that sometimes happens.
And I think that's what's going on.
And, you know, the more that this stuff comes up, like I'm more drawn to kind of write a really detailed thread about like a historical timeline.
There's been some efforts for that so far, but I kind of want to compile things and throw my own hat in there.
I think that's going to happen sooner or later.
But, like, the reason, like, why the puppets are just what they are and how I feel like it'll just never be recreated again.
And, you know, the comparisons floating around these days are just falling, like, so short for me.
And it's just really unique, you know, bring to zero and all the things.
And, yeah, man, we just we just we just are, like, so blessed to have all these creators involved with it that are just pumped.
And we're just out here just staying jacked on puppets.
And, you know, that's I don't think that's going to change.
I mean, you know, a lot of us are just straight jacked on it.
I think that I think a certain extent, like, the biggest issue is this narrative.
We've seen it with Bitcoin frogs, right?
I mean, if you're around Bitcoin frogs dominated, that that's what it was.
It was, hey, these are the frogs.
These are the who's who's the what's what's.
But the biggest issue with Bitcoin frogs is that there was no expansion outside of their ecosystem from, you know, brand champions.
You didn't have other Bitcoin frogs going and establishing projects themselves or derivatives or galvanizing communities around themselves and then through the identity of the frog, which is something that we've seen completely different with puppets.
Right. You have now people who are rocking puppets or exposed to puppets now infiltrating their own circles, not just with the PFP, but with new creations of derivatives.
So just association back to the puppets, which the frogs kind of fell off on that end.
Right. Initially, they were the talk of the town.
But then the loudest voices that used to ribbit.
Right. Are no longer sitting there brokering the deals in the back end and ribbiting as loud.
And so I don't think that it's one of those.
There's only room for one.
And it's not that it can't be recreated.
And it can't. Right.
Especially not what was done with puppets.
But I do caution against the assumption that nothing will come close or that we can't rhyme.
Right. Because I've just seen it so many times again.
And it can be culturally based.
It can be floor price based.
It doesn't matter.
It's just in that sense. Right.
You would say that the same narrative was present for another collection a year ago.
So I would just kind of word of caution on that end.
But I mean, I'm a puppet maxi and we're riding. Right.
It's just it sounds familiar and I've seen it happen.
So just word of caution is all.
Pinned up to the top real quick and then we'll hit the hands.
Traditionally, we see ordinals kind of taking off before we see a real kind of rebound in the actual market itself.
Right.
Obviously, smart money is smart money for a reason, especially when it comes down to Bitcoin funds and whatnot.
I don't know if they got nerdier TA guys or or what it is, but they're better.
So all we can do is follow.
You know, this is our Nancy Pelosi.
And yesterday they went out and cashed out on two new Bitcoin rocks.
Each one, one for two point three, one for one point nine.
And I think this puts their total to either three or four.
They were already in the possession of one for sure.
So I don't know if this is going to ignite the market.
But traditionally, when we see the rock starts to sell, money start to flow.
Depending on who it's from, we do kind of turn a little bit more risk on.
So that was kind of the biggest news so far in, you know, this kind of ordinal ecosystem was unbroken chains.
The VC cop into new rocks.
Let's go to Steven and then we'll go to blob.
So I want to go back to sovereign sense for just one quick second, because there's a little bit of mixed info there.
I just wanted to give clarity on it.
What people have been bitching about, like in terms of the fees for yesterday, like think about it in two different ways.
The first one, which I find to be the easiest way to process it is regardless of what you paid in terms of fees to make your two cents.
It's basically free, but with inflation.
So if it's a hundred bucks per mint, just recognize that free no longer means free.
It's just inflation.
The second way that I've been viewing it is, look, we were all minting insane shit on free mints on Ethereum when gas was absolutely ludicrous.
So, like, I'm not sure why we're complaining about having to spend a hundred bucks to make something for free.
I get it.
Fees, V-bytes, blah, blah, blah, blah.
It doesn't matter.
The point that I wanted to drive is, like, this is still a really high quality project.
Sovereign Art is the team that's behind it.
Yes, they partnered with Inscribing Atlantis.
They had incredible compression architects on the project itself.
Like, Pinder Van Arman is one of the artists that is directly working with Sovereign and runs that project.
And he was one of the originators of, like, the SVG file type, which is mental.
So I just, I wouldn't sleep on it.
I think that that fact alone that, like, he's involved is enough for me to justify spending 200 bucks to mint two cents.
But, yeah, I think that it really did come down to just the general network fees and the fact that they launched during peak, which sucks.
But people shouldn't downplay the project the way that they have been, for sure.
Appreciate that.
Yeah, that's a solid piece of info that the dude invented SVG.
So, go ahead, Flame.
Yeah, I was just going to say there is some real pedigree behind this project, so keep that in mind.
And as far as the fees, you know, and you have to be careful with this because you are gambling.
But when it's a guaranteed mint, right, if you get the mint basically on the books within the window that is open,
and I prefer a 24-hour window over a six-hour window personally for a guaranteed mint because it's guaranteed.
So, you don't really have to worry about, like, the optics of it not minting out right away.
But, you know, to each their own with the founders.
I get why they do that, and it is what it is.
But, you know, with the mempool, the fees, they raise and they lower typically.
And I think that's going to be consistent up until the halving.
Once the halving comes along, then all bets are off as far as mempool fees, at least for a little while.
But leading up to that, you know, we're going to see high fees during part of the day.
We're going to see low fees during part of the day.
So, what you can do if you want to take the risk, and I don't think it's a bad one if it's a guaranteed mint,
is you can custom set the fees to be lower than what the current market rate is and hope, you know,
that they hit a block that goes through at some point as long as you're not just super impatient to get it in your wallet right away.
Because it's guaranteed you're going to get it.
It's just a matter of when.
You don't want to set them so low that it could be days to weeks.
But if it's hours, if it's between, like, several hours to even a day or two,
as long as you're not looking to dump this thing on the market right away,
there's nothing wrong with setting, like, fees to, like, whatever, 17, 18 sats for VBite if you're trying to save a little coin.
And, you know, Gamma did put out a tweet that explains fees from their perspective.
So, if you're not entirely sure, at least from their standpoint, and I think it's kind of universal what they're saying,
go ahead and check that out.
Eli Herff posted that today.
I think that was good that they did that, trying to be transparent at least.
And then a little bit of alpha.
As far as NFT Now goes, I haven't mentioned this, but they have a NowPass NFT.
And the alpha on those is you want one with children.
But the current meta with NFT Now and NowMedia is that they have a site that pass holders can basically beta test and earn XP.
And all you have to do to earn XP is basically view an article, watch a video, and you don't even have to, like, read these things super slow.
Like, you can skim them relatively quickly to get your 10 XP points per article, however money for watching a video, podcast, for liking things.
And the top XP holders basically are already being rewarded with free stuff.
So if that's something you're interested in, you know, you might just want to scope out the Discord, see what people are talking about.
It's a low-cost entry for NowPass holders.
The children, the ones with children, cost a little more.
You have to look at the stats on OpenSea or Blur to find out which ones have children.
If they don't have children, they won't list that they don't have them.
So it's just a matter of whether they do.
And that's a trait.
I think it's, like, levels or something.
But that's the alpha for NFT Now.
People are trying to figure out, you know, how to get ahead of the game as far as stuff that they're giving away.
And it's not just, like, whitelist passes.
It's also potentially, I think, IRL activation stuff.
Like, I got tickets to the Beeple Christmas party last year because I was a NowPass holder.
So they're definitely trying to deliver value.
Just wanted to share that.
Appreciate that, Flame.
Go ahead, Perot.
Hey, thanks, Chief.
I wanted to thank you for keeping me grounded.
I love being grounded and staying grounded.
And also, you know, I think it's important to say, you know, forever in crypto to me is definitely like a year or two.
And I think that's just, it comes in cycles.
So I really appreciate you keeping things grounded.
I actually had a question for Stephen, too, about the, maybe he knows.
Is the Sense Mint some kind of, of raise or something having to do with the Sovereign Art platform that is mentioned on their Twitter?
I saw something about that, and I might be incorrect.
But do you got any alpha there as far as, like, a new artist platform that might emerge from the Sovereign Art crew?
So, as I understand it, it's not, like, a raise of any kind.
It's an experimental project that they wanted to take on internally.
They just managed to get solid partners for it.
Again, they're really not seeing much proceeds from this Mint to begin with.
All those network fees that you're seeing, they go literally to the miners for the most part.
Like, I think that it's the miners and gamma for processing the inscriptions.
So, not really a raise there, but I will say I've been really impressed with Sovereign.
Like, they've done, I think this is now their second or third drop.
They did Pindar's Reflections right around NFT Paris time, and it was a flawless Mint.
Like, I mean, it went through really, really easily.
Like, the process and everything was great.
So, like, I would just be keeping an eye on Sovereign into the future.
But as far as I know, no.
I don't think that there was a raise associated.
Cool. Thanks for that, man.
Yeah. I appreciate that.
It's cool.
I got some sense.
I'm, like, I'm going after, like, my birthday year and then, you know, 1969, obviously.
But you know what I'm saying.
A little piece of alpha on that, too.
If you can go, if anybody ends up listing scents that look mutilated, like, if there was, like, damage to the actual penny, I suggest you also give those a look.
Like, they were pretty clear about the fact that, like, those are going to be, like, some of the most, like, rare pieces in the entire collection.
So, like, there's definitely going to be additional value there just for what it's worth.
Hey, and real, if I may, this is, like, for the coin collectors out there.
So, there's a few pennies that were printed that were double printed and there was, like, from a specific mintory.
And these are IRL pennies.
And I was kind of curious with this collection if there was any correlation to rarity with these pennies.
Because some of these coins trade for, like, a million dollars for one of these pennies, IRL.
Because they're, I don't even understand why, but they're, like, double minted and, like, some of the text is a little bit wider or something.
Or they came from, you know, South Dakota or something in the 1960s.
Or, I don't know, you got any alpha on that?
It's, like, did they slip some of those in there?
From what I remember, I don't think they slipped any of, like, the really crazy ones in there.
I do think that there were some rarer years, like, mint years that they processed.
I know there were three unique U.S. mints represented.
I believe it was Philadelphia, San Francisco, and Denver, if memory serves.
But, yeah, it's, there's definitely some degree of rarity that's mixed into it.
But there are definitely years that have fewer pennies in the collection.
So that's also something to watch for.
Crusher.
Thanks, man.
That takes me back.
Crusher, did you have something to say about this, bro?
Yeah, and GM, thanks for having me up.
Yeah, I, I, I'm just a collector.
But I, you know, I have exposure to both Sovereign Art through Pinder's work.
And, and I've done, I've bought some art through Inscribing Atlantis, too.
And, you know, the flip side of this, too, is that not a lot of people are talking about is,
Inscribing Atlantis is really just getting started.
They've got a couple small collections, but I look at this as kind of a gateway into their
ecosystem as well.
You know, and when you look at who's involved there, Raph and Aaron and Ordinally, you know,
there are the people, there's some of those people that are, they're the most OG in Ordinal
space that aren't named Casey, you know, and I don't know the entire history behind them.
I see English in the audience, and he's got the history of Ordinal's tattooed on his ass,
I think, so he's more than welcome to talk about it, but love you, English.
Anyway, but yeah, that's kind of my take.
I've mentioned a few and, and I'm happily holding for the long term.
And GM Express, it's been a long time.
Yeah, GM, I got, I think the last time you're having some connection issues, I think you're
driving, so it's good to hear, yeah, probably on your lunch break, it's good to hear your voice
again, Crusher, man, miss you, man, like always.
Yeah, inscribing Atlantis is something that's very interesting, and I got my eyes on them.
Definitely think they're, you know, trying to create some kind of experience, and we haven't
had the, like, you know, we have a lot of artists coming over to the Bitcoin, and I think it
makes sense, right?
Like, if you want your artwork to be around for thousands of years, why not put it on a
blockchain that's going to be there thousands a year from now?
So, I'm trying to see if there's going to be something similar to, like, an ArtBlox over
here, where we have, you know, Prime Drops, you might have to hold a pass, but I definitely
think there's going to be something similar to ArtBlox pop-up around Bitcoin, where it's
going to be super lucrative.
What are your thoughts on OrangeCube?
I don't know much about OrangeCube.
What's up with that?
So, beyond, I don't want to say too much, but it's essentially, you know, a curated drop
platform that Elmo, I don't know if he's come up here before, but Elmo's been working
on it.
The first drop that he's doing is with Tantan, who has this, like, yeah, Elmo's down there.
He should probably come up.
Hold on.
Can you send him an invite?
Maybe he's already requesting.
But, yeah, he...
Maybe he doesn't want to talk.
Maybe I'm saying too much, but yes, maybe there's something coming.
Yeah.
Yeah, I mean, when you talk about passes, you already have the hard-tailed version of
I mean, typically, Vivid rewards anyone that holds Vivid pieces.
Most of these people aren't using the houses, right?
But they're going through own just kind of community curations.
You have Etcher trying to be an art house.
You got Bitcoin art house.
You got Vivid.
You have a lot of just individualized, almost fragmentation, singularity.
So, everyone has the same idea, right?
In a sense, but the same way that you have it on Ether and at any other platform, each
one serves a specific purpose and a specific use, right?
Singular is trying to focus on gen art.
Bitcoin art house is trying to do figurative kind of identity systems.
So, each one will just progressively keep going, right?
But they'll kind of specialize.
And, you know, you'll look for a specific type of art drop on a specific type of platform.
So, posting up to the top, I know a lot of us that were fans, right?
I know that we also kind of minted a couple of the clay, the last drop that bourbon did.
But if you were in Denver and you received one of the clay eggs, post a picture of it.
And the winning numbers are posted up top.
Eight and 17 win a bear.
And everyone else that isn't a bear winner receives a inscribed clay egg.
So, post your picture that you still have your egg, even though you're not a quote-unquote bear winner.
You'll still qualify for one of the clay egg inscriptions.
And, yeah, man, just supporting our man Bourbon.
Elmo, you came up.
You want to share a little bit about the platform real quick and then we'll keep the ball going?
Yeah, sure, man.
Thanks for inviting me up, you guys.
Yeah, I mean, we just officially launched our own art house, Orange Cube, last week with, like, a little viral marketing campaign.
Thanks a lot for everybody that took part in that.
But, I mean, essentially, we're just trying to create some cool conversations around art and bring some really cool art to the ordinal space.
And, you know, ultimately, at the day, just kind of have fun with it, guys.
But, yeah, we've been having a blast essentially exploring everybody that, you know, is hanging out here within this space.
And I think this is, you know, fertile ground for some cool things to happen with the Web3 art movement.
So, I'm really bullish on building within this space.
And you guys have been nothing but accommodating and, like, super cool about it.
So, yeah, if you guys want to learn more, we're going to be posting some updates here soon.
So, go ahead and give Orange Cube art a follow.
It's in my bio.
And according to Tantan, once she gets her art on Bitcoin, there will finally be art on Bitcoin.
Yeah, Tantan's a bit of a stickler about that.
No, I just like to give her a hard time.
She's very awesome.
She has a lot of opinions on art.
And she won't back down regardless of how hard you press her, which is amazing.
Yes, sir.
Yes, sir.
Katie, rare occurrence.
Been listening to this space since the very beginning.
You come up here.
What's up, girl?
What's on your mind?
Katie, give you a chance.
Yep.
All right.
But Katie, Katie's been here for a very, very long time.
Is that the one that used to have her face as the PFP?
Yep, yep.
Remember, she was the one that brought us the information that soundboards were going to be on Twitter spaces back in the day, bro?
Like, it's been a long time.
But I guess Katie's not there.
I gave you the chance.
And now I got to remove you.
Real quick.
I pinned something up to the top.
But I don't know if, I mean, if it's lagging or if it's going to post up.
But something that's major that no one's really talking about, for one, Bomi's back at $1 billion.
Let's kind of go there.
And then secondly, what's adding to this price kind of movement is Dark Farms.
Sells one of his original inscriptions for $270,000 for $18,888,888 Bomi.
A massive all-time sale for Dark Farms as an all-time high.
And the largest in the space for recent memory.
So pinned up top, he's been talking about doing this, right, of creating and selling his ordinals and just one-of-one art for Bomi.
They already have some type of similar model with FriendCoin.
And it's going to continue to progress now into Bomi with all the artists supporting them.
We talked about this when Bomi launched, that this could be kind of the narrative in D-Coin, right?
And so it's interesting to see it's happening.
$270,000.
GG's the Dark Farms and the buyer, man.
And on top of that, the Bomi that they receive, they burn.
And just adds to the deflationary mechanism of the token itself.
So something to consider if you're a Bomi fan or holding a bag.
100%, yeah.
Bomi's been killing it, man.
Back to a billion.
I was seeing it at $700 million.
I was like, this is a buy.
With all the people that hold this coin, I thought there was probably a little more upside.
Then we have Whiff at $3 billion.
I was like, yo, this is going to be crazy.
We're going to have multiple shit coins go to a billion dollars this cycle.
It's going to be nuts.
But we talked a lot about Bitcoin on this show.
Something that I'm becoming more and more interested in is, obviously, artificial intelligence and RWAs.
And kind of been leading the charge out of this kind of slow downturn.
But just looking at crypto trends and Google trends, RWA cryptos are skyrocketing.
The search volume for RWA just surpassed the volume of crypto gaming.
We found a few privacy in RWA gyms, which could be 10 to 50x in the coming weeks if RWA continues to gain momentum.
So it's kind of like a thread going in.
It didn't really leave any kind of full posts on the tokens they're looking at.
But I do have something here for you guys.
Some AI plays.
One of these was actually mentioned by Alex Becker on his latest video.
It's called DeSync.
So these are eight AI plays that have launched this week.
So DeSync is $100 million on market cap, has GPU cloud computing, AI computing mechanisms,
and decentralizing their centralized aspect through smart contracts, IPS nodes, and DNS and ENS gateways.
So I know a lot of us, we can ape into Ando or AI plays.
We can ape into Fetch.
But these are some lower market cap ones that haven't got away from you.
So these just launched last week.
We have Ring, which is at $25 million.
It's get an AI assistant via smartphone as a hotline for your project.
Lots of Web2 competitors exist, though.
We have MDAI.
It's a 20-minute, your personal AI assistant, similar to PAL or AIX.
We have SVPN.
It's a $10 million.
It's an alternate to Tor and Tor by anonymizing your VPN.
Just some stuff here for you, lower and lower market caps.
Just trying to give you guys some research and some stuff that people are looking at.
And then yesterday, we had a release from OpenAI of Sora demoing their blog, a short film,
which basically was entirely created by AI.
I don't know if you guys have seen this, but it's crazy that this was all prop-engineered
and was all AI-based.
It's basically this guy that's walking around with a balloon on his head.
And it was pretty cool.
So we're getting developments in AI over and over again.
And then this morning, Tether is expanding their AI focus and welcomes Todd Talent to
fuel innovation.
So Tether announced a strategic expansion of their AI focus.
And Tether plans, I guess this is the same thing over and over again.
But it's pretty interesting that we've seen Tether kind of pivot into crypto mining recently.
And now they're pivoting to AI like everybody else.
So Tether is hiring a head of AI and R&D and AI engineers, mind-blowing flow of projects
and investments in the pipeline.
Tether has recently secured important investments into one of the biggest AI infrastructure providers
in the world.
So access to AI compute GPUs won't ever be a problem.
So Tether pivoting to AI also.
And it just kind of seems like that's kind of the narrative that's kind of leading the
charge these days.
Ando has been on a pump.
That's an RWA.
We have Fetch.ai hit $3 today.
So those are kind of things I'm super bullish on.
But like near protocol, we had Elia was at the NVIDIA conference.
They're pivoting straight into AI.
They're up 15% on the week.
Are you still doing Tia and all that bullshit, bro?
I yesterday started my 14 days of unstaking.
Because fuck these guys.
I'd rather just be in JLP or something, you know, because I haven't gotten anything from
Tia since the original airdrops.
Well, if you're selling, there's probably going to be airdrops announced this week.
Probably, bro.
But it's okay.
JLP's been doing me right.
And we're just right at that.
Yep.
Hive Mapper.
I just have all this bookmarked on my AI and RWA's.
Hive Mapper community has mapped 15% of the global road network in 14 months.
So, Honey, Hive Mapper continued to kill it.
And Aptos, the founder of Aptos, has been seen at these BlackRock events.
And people are speculating that Aptos is going to get involved with RW's also.
So, you know, near Aptos, kind of old coins, old narratives are pivoting into AI and RWAs.
Could be a nice little play here to get into those old coins while people are not realizing
that they've actually pivoted into one of the bullish narratives this cycle.
So, super bullish on Nier, Aptos, you know, Hive Mapper, you know, the RWA cycle, Ando, all that stuff.
And just trying to keep people updated on it.
And, yeah, that's kind of all I had in my bookmarks for that.
So, and then, yeah, obviously, Nier has a new Twitter handle, also, Nier underscore AI.
So, like we said, you know, Elia basically was a researcher at Google in 2017 in AI.
Before Nier was a blockchain, it was an AI company.
And they're going back to their roots.
And you've seen NVIDIA and have partnerships with NVIDIA.
So, probably, you know, need to get some Nier in your portfolio, too.
Just throwing it out there.
Go ahead, Chief.
Yeah, I'm just pinning this up to the top.
Helium is going on a world tour.
For those of you guys that are helium bulls slash mobile bulls or whales, not too sure what's going to happen if they come to your city, right?
I mean, they said they're just going to talk new tech, but could be potential for a small little pump on mobile.
They're also changing the kind of verification and authentication system.
So, if you are running multiple hotspots or just, you know, multiple phones, I would just make sure that you're doing everything separately.
Probably probably try to use VPNs because they've came out with new anti-cheap and anti-gaming mechanisms that'll basically blacklist your hotspot.
And so, it will just be a big fancy paperweight and worthless.
So, you don't want to get banned, especially if you fucking got shit locked up in your wallet.
I'm assuming you'll be able to ultimately, due to decentralization, take your money out.
You just probably will have to set up a new account to continue mining and register yourself that way.
So, just be careful if you're going hard on Helium because they are trying to crack down on the gaming, like the gamification aspect of being able to farm their token.
So, I wanted to make sure that that's kind of aware.
Next, a big project that's coming on to Bitcoin is Sabat.
I'm pinning up to the top and I've also secured TDA a good amount of spots as well for the Skull Kitties.
I was awarded one of the founder keys.
And so, Sabat Skull Kitties gives access to 101, 111 legends to a certain amount of allow lists for Skull Kitties.
And so, it will be priced at under $100 is what the conversation is currently.
It's looking like a solid kind of buy.
In my opinion, I will be participating and supporting.
And then also, in that post up top is a list of all of the other 110 founders that were awarded Founders Keys.
And so, that way you can figure out how you can get yourself some exposure.
Assuming you don't win a whitelist from us, there's a million different ways that you can.
So, just putting that on you guys' radar for you to figure out who you got to bug.
Yup, got to bug that shit.
And just, you know, rounding it out with some gaming stuff.
And then we'll end the show, obviously.
D-Labs, not the D-Gods version, but it looks like they're going to be launching a token called D-Labs.
This is the guys that created that Mario Kart game with all the IP.
Like Bored Apes and Kid Call Beast and all that stuff.
So, it looks like they're coming out with a token.
PlaySomo is going to be the first game launched for portal stakers.
So, if you have been staking your portal, it looks like PlaySomo is the official launch partner.
And you'll probably be getting PlaySomo tokens or whatever.
I don't know what the fuck you're going to do, but check that out.
And then OpenNetwork, which is the TUN blockchain, basically announced that it will launch $115 million in incentive program to drive developers and users to the network.
With 900 million fucking daily active users on fucking Telegram.
The fact that now they have the incentive program for developers, I'm definitely keeping TUN a very close eye on that for maybe a crypto game that goes mainstream.
Because with that many people on it already, it's not going to take much for that to go mainstream.
So, the fact that now they're doing an incentive program, you're probably going to see a lot more stuff built on TUN in the next few months or so.
So, just throwing it out there.
And then Jay Lettuce Risk hit me up.
He was talking about Godzilla Games.
And basically, it said, if you're bullish on Godzilla, download the guns wallet and keep an eye on their Twitter.
They do periodic exclusive weapon drops you can sell on their marketplace and mint right into your wallet.
So, if you are bullish on Godzilla Games, they have a wallet.
And you can actually mint guns and stuff for the game that are actually worth money.
So, keep an eye on that.
I probably need to do that tonight.
But, yeah.
Thanks, Jay.
Jay's fucking the goat and keeps me updated on everything gaming.
That's the goat.
So, let's go to Steven and then Anger and then we'll call on the show.
Go ahead, Steven.
So, my last thing on today is that tonight we've got color commentary at 7 p.m. Eastern time.
And we've got some dope guests dropping through.
We'll also be talking about a couple of upcoming drops there.
I just wanted to make sure that was on your radar.
Shout out to the TDA for that one.
It's been a dope experience being part of the Partner Network.
So, that show is going to be huge.
We'll be speaking with Brennan.Eath and Shikai, who has got a huge drop.
And that's the last piece of alpha I've got for today.
Huge drop coming up on Braindrops.
Honestly, I don't get excited about a lot of Braindrops collections.
This is one I'm legitimately excited about.
It is, in my opinion, a very big step forward in AI, like, cinematography art.
So, please, please, please show up for color commentary tonight.
I promise you, you are going to learn a lot.
And you may well have a shot at a couple of allowless spots for upcoming collections.
You never know.
So, I hope to see you guys there tonight.
But, yeah, that's what I've got for right now.
Sit there, Steven.
Go ahead, Anger.
Hey, guys.
I work in film.
I'm currently on M. Night Shyamala movie here in Toronto.
But I just wanted to bring up this group.
Fuck, I lost it.
Oh, yeah.
The Never Alone Experience.
Sorry, Never Alone Experience.
These guys have really been trying to just encourage people to make films, make shorts with these AI programs.
They're on season three right now.
They're giving out grants.
They're running contests.
So, if you're interested in filmmaking and AI programs and making films with AI, a lot of people are putting out 100% AI short films.
And they're looking pretty incredible.
Not a big fan of AI myself.
But I'm interested in learning some of these programs before I'm out of a job.
Are people scared, like, seeing this stuff?
Did you see the Sora trailer yesterday with the guy with the balloon on his head?
I mean, that has to scare people.
I mean, for me, that works for FedEx.
Like, I know that my job is going to be taken soon by AI.
Maybe five, ten years from now.
But, like, is that closer than expected for people working in film and stuff?
That AI is pretty close to taking everybody's job over there?
Yeah, dude.
I think I heard the biggest thing that stuck to me is we're in an attention economy.
We are transitioning into an ability economy to where before all you had to do was get eyes and you could sell and you could market and you could, in a sense, distribute.
Now getting eyes is no longer enough, right?
Now it's going to be about core individual ability and what can you do that I can't train a model to do better or at the same kind of rate, proficiency level, etc.
Right. So I think that that's the biggest transition that we have to be prepared for is this idea of capturing attention now is the primary form of currency.
And in the future, it'll be secondary and ability will actually come first and then pair it with your ability to also capture attention.
And that's kind of what's going to make you valuable or invaluable or whatnot.
So, you know, that's all.
Most of these guys working in film have no idea about Sora or other AI programs.
I'm in a film union, the Directors Guild of Canada.
And, yeah, most people are not thinking about AI.
They don't realize how much that the technology is advancing.
But how do I learn?
I work in locations department mostly.
So how do I learn these AI programs to leverage myself in locations department?
So it's really not it's I'm not worried about it.
It is going to take away a lot of jobs.
I mean, Toronto is very busy and film industry is one of the major industries of this city.
AI will take away a lot of on set jobs.
But also, but what I'm sure what I what I should do is learn these programs and start marketing myself as a location manager that that knows AI that can if a director wants to use AI, I know the bare minimum, at least to make that happen.
But I'm always going to be AI is a union buster and we got to protect our unions here in Canada for sure.
So we got to be really careful with AI.
You know, there was there was a huge writer's strike not too long ago.
I'm sure you all were aware of that.
And that was all killed the industry.
It was mainly surrounding the conversation about the use of AI within the film industry.
So I think it's just around the corner.
It's just a matter of time, you know, and I think it's smart for you to explore these things because that's the new meta.
Right. Like if you don't know how to use this AI, then like you're going to be obsolete.
The AI I've seen is the the AR wall, which is the giant 360 wall that can project images.
I've seen it used on Star Trek Discovery and I've seen it used on Reacher on set.
So Toronto has the studio space and the infrastructure to grow with AI, not necessarily have our industry killed by it.
That's all I got.
I'm angry. You said you're working on a movie with M. Night Shyamalan or whatever.
Is that correct?
Yeah, they shot.
Chris, that shit sounds horrible, bro.
You sound like you're a fucking robot.
Like relax, Transformers.
Hold up.
Yes, it's an M. Night Shyamalan movie called Good Grades.
They shot it here last fall.
They're doing reshoots this week.
So I got to see M. Night Shyamalan this week.
Tell him that the movie he made for Avatar is the worst movie of fucking all of history, like of known to mankind.
That was the fucking worst movie.
He needs to remove that from his IMBD.
Like Avatar created by that man was dog shit.
Okay, chief, I'm walking into the studio right now.
I'm going right to set.
Dude, you can put me on speaker.
I'm going to knock on his shoulder.
Put it on speaker and I'll tell him.
I'm like, yo, what the fuck were you thinking?
Avatar was horrible.
Like dog shit.
Okay, I'm going into set right now.
I'm going to just blast him and I'll let you guys know tomorrow.
So, yeah, it's okay.
Just tell him that, you know, TDA said, and if he asked, just tell him to stay poor.
He deserves the price he buys, you know?
Tell him to come by.
Tell him to come by.
And we'll just end it with this.
Humans AI, which I've been talking about, which is another AI protocol.
And I told you there are some partners who are SpaceX or NASA.
What came out a few days ago that humans AI will take the stage joining top leaders from the White House, NASA, SpaceX, Google, and IBM to present their findings and progress on April 30th.
So, humans AI just checked the price and took a fat dump.
But the fact that they're going to be at the White House on the 30th, I don't know, man.
That might be a pretty bullish catalyst.
I don't know.
But, yeah, it's all that.
And just another low market cap AI coin that you can look at that actually has some pretty valid partnerships.
So, appreciate you guys for stopping by the Daily Alpha.
We do it Tuesday through Saturday from 945 until about 12.
So, love you guys.
We'll be back tomorrow.
And then I'll leave it here for Chief to read the sponsors.
I was going to see Chris.
Are you there, Chris?
Is it better now?
You're super rugged, dude.
All right.
I guess not.
All right, guys.
So, first and foremost, pinned up to the top, just the last bit of also, but also kind of segue into wrapping it up.
Travel swap.
I mentioned to you guys that they have partnership with a lot of these, quote, unquote, culture coins that we call them.
Shitters, whatever you want to name it.
That you will also be able to earn rewards through purchasing with regular crypto some of these coins.
But now they're also implementing the ability to pay with some of these coins.
So, if you have Retardio, you have Mog, you have a couple other fan favorites, you can actually use those coins to book your travels, right?
Right now, it's currently only hotels.
They have secured the bookings and the contracts for flights.
So, that should be coming up pretty soon in the next couple months.
If you guys are going to use travel swap, TDA does have a discount code.
So, it's all capital T-D-A-O-S-P.
So, TDA or stay poor, make sure you guys use that.
Get yourself a little discount and save some shekels.
Appreciate travel swap, man.
We'll be using you guys for Nashville as well as New York.
So, we'll see you guys there.
Other than that, the TDA is sponsored by I'm So.
I'm So is a cross-chain interoperable ecosystem between Bitcoin and Solana.
It's powered by the Evolve token, which you can find on the BirdEye app or any of your favorite DEXs.
Currently, you can earn Bonk and other crypto by playing the Endless Runner.
And then, shout out to Chris and the I'm So ecosystem.
Pinned up to the top is the sneak peek of the runes that are coming.
If you hold any of the I'm So champions or purchase on secondary, you do qualify for a runes airdrop.
This is the TDA.
We do this Tuesday through Saturday, 945 to about 12, 1230 Central.
And if you listen to my bangers call at the beginning of this show, you're up.
Almost .01, about 800 bucks.
So, GG's.
And other than that, we'll catch you guys tomorrow.
It's TDA or stay poor.
Y'all be safe, guys.
Have a good one.
Have a good one.
