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THE DAILY ALPHA♻️
Recorded: July 18, 2025 Duration: 1:14:21Space Recording
Short Summary
The crypto market is experiencing a dynamic shift with significant profit-taking, institutional interest in Ethereum, and the launch of new projects and tokens. Key developments include BlackRock's staking announcement for Ethereum ETFs and the introduction of a new DEX by prominent figures in the space, indicating a bullish trend and potential growth in altcoins.
Full Transcription
Thank you. dgif what's good happy friday how's everybody doing it's been a crazy week we appreciate you
guys tuning in it's the time to lock in if you're not listening to crypto spaces all day or sitting
in front of your computer trying to figure out how you're going to extract as much money from
this market as possible the next three months i don't know what the fuck you're doing.
So appreciate you guys. If you guys aren't locked in, Allison does a thread, end up top,
everything we discussed yesterday. You can go back to her page and you can read up everything
that we discussed in the past week. Typically this stuff ages very, very nicely. You can go back,
check it out, see what we talked about, look at charts, look at everything that's going on in the market,
and get locked back in because this is what we've been waiting for, right?
We've been waiting all these bull markets, all these lonely summers
for these next three months of parabolic growth.
So this is what we're here for.
Appreciate you guys stopping by.
Any engagement, be greatly appreciated, man.
Kind of lacking on that recently.
So, Andy, if you guys give us a like, I would greatly appreciate it.
I also would greatly appreciate it.
And just gets people knowing that we're out there.
Gets the algorithm boosting up that, you know, TDA's here.
And trying to give people the info and the sauce.
So, obviously, this morning, a bit of profit taking that's been going on.
We've had a pretty crazy week from Monday to Friday.
We had lots of, I think also the space is still in a little bit of PTSD,
but we had a little bit of buy the rumor, sell the news event
with kind of the crypto bills passing yesterday.
We had a lot of announcements.
We've had crazy ETF infos on Ethereum
and just a lot of institutional adoption
that's going all around the space. So this is a lot of stuff that's been fueling the price action
going into this week. And now that it's kind of came and gone, people are like, what's next?
And I do think there's some more stuff next. Obviously, yesterday we saw iShares, which is
BlackRock's ETF, announced that they're going to implement staking in their Ethereum.
And then also we have some rumors of a Solana staking ETF that's coming later this month too.
And then possibly we have an FOMC meeting on the 30th. And one of the Fed chairs,
his name is Fed Chair Waller, is basically pushing for a July rate cut. So we do have some stuff going on. We got about three months left in the
bull market. If you go back to previous cycles, typically we have about a hundred days left,
which would kind of hit us right around November. So we will have some profit taken. We will people
thinking that this isn't the same bull market. And I do think we continue to go up. All those
people that were telling you in May, sell in May and go away. Alt season's not here. We're on the
purpose. We're like basically on the verge of breaking out and having our own alt season. We
have Bitcoin going down to 117k, Ethereum going up to 3600. It looks like Ethereum is kind of
taking the lead here, which is going to lead into more of an altcoin season. And majority of the
people in this space is bags kind of pumping. So kind of good news all the way around. Kind of figured a short was going
to happen. I was going to put out some shorts on some things, but I think in this market,
it's just best to look for opportunities to get in long. And I think going into the weekend,
obviously you're going to have the traditional markets kind of leaving. And usually on Sundays,
we start ramping up. People start looking at pre-market. There's a lot of announcements during
the weekend that get us bullish. And then we kind of go from there. I know some people are
charting that we might go back down to maybe like 113k with Bitcoin dominance dropping.
If we can get Ethereum and all these altcoins pumping while Bitcoin drops, I think it would
also confirm that we're entering kind of an alt season because typically when we get these
capitulations in Bitcoin, the rest of the market drops and everything bleeds. And so if we can get some runners once Bitcoin is kind of losing its
dominance, then I think that'll give confidence to the market that we're actually entering this
kind of a- Because we got a gap down there. We just tapped the gap that we had at 16. We put
three of them over this last week. And so we closed two earlier today,
and then the last one's at 113.
So I think that that's kind of the zone
to go back down and close it.
I mean, it's just one of those things
that we're going to go there eventually, right?
Might as well get that done and out of the way
within the same week,
and then potentially set up for, you know,
a new actual chart setup going forward without the just parabolic
run-ups. I mean, also pinned up top, kind of coinciding of what's going on, right? Just really
double downs on what you said of Ethereum leading the way. And it's primarily just due to a short
squeeze. So it says that we're currently witnessing one of the largest short squeeze in crypto history.
Ethereum has had $150 billion in market cap since July 1st, days after net short exposure hit record highs.
So what's happening?
So there's a full thread explaining to you exactly how this works, right?
Of how there was a lot, a lot of short interest on ETH for a while.
And that was piling up.
And then ultimately, Max Payne is the reverse.
And then you also had SBET started kind of creating these little micro strategies or just seeing that it's profitable to do that, right?
Not just with Bitcoin, but now with other assets.
You saw it with Hype and now Ethereum as well.
So outperforming, I think it's up like 250% since it started accumulating ETH and going crazy still.
And then ultimately contributing to the short squeeze.
Well, I don't know if it's a short squeeze or just these institutions hedging themselves now that we have them here we have etfs live yesterday
we had over uh was it 602 million dollars worth of the ethereum inflows and what they do is they
put out in shorts and then they buy spot on the etf and it kind of hedges themselves and so i don't
know if it's actually a short squeeze uh or these people are just kind of releasing their short uh
and their hedge positions so that's kind of now with these guys here,
you got to understand that they're going to play delta neutral positions
and have shorts on, plus going to be buying the spot ETF, Ethereum ETF also.
So it's just something to look at.
Obviously, Bitcoin has ran,
and it's kind of the people that didn't believe in crypto have been sidelined
and are now just coming into like, what's going to be the next Bitcoin. And I think the institutions are looking
at Ethereum as kind of being the next Bitcoin. It's kind of something that's very similar to them.
They understand it. They can stake on it. They can make yields on it. So you're definitely seeing
these guys like Tom Lee and SBIT and BitMart and all these other guys, you know, trying to create
their micro
strategies of ethereum and i do think this is something that is very reminiscent to what they've
invested to into before i don't know if you saw kind of the just all the ethereum news yesterday
with sbet and all these other people basically creating their own kind of uh michael sailor
micro strategies bro but it's getting out of hand dude yeah that's what i was just saying right before this that's kind of like fueling this as well you know on top of the the
short squeeze aspect of people are saying that this is profitable now yeah was it a bit mar or
bit mnr basically had peter feel back over 1 billion worth of ethereum after buying another
500 million this week so you have basically the four ETH treasuries.
It's a must-have, or ESPET, which is Sharplink,
which is the Joseph Lubin one, and that's Thomas Lee.
They're all backing that one.
And then you have Bitmine.
Well, wait, wait.
So it's Thomas Lee and Peter Thiel are doing Bitmine.
And that's Joseph Lubin is doing Sharpl sharp link and then you have another one which is
bts which is charles allen and uh and he's the lubin is the the metamask guy right that consensus
yeah yeah he's part of the consensus guy but yeah those are sbet bmR, BTBT, and BTCS are all kind of the tickers you want to look at if you are looking at the stock market.
Those are kind of the Ethereum plays similar to MicroStrategy and MetaPlanet.
So definitely good to see that.
We just had positive ETF inflows for 10 weeks of positive inflows.
It's just kind of seen, and this is going to be the institutional Bitcoin.
I got this from Benji.
He kind of wrote a thesis on it,
which got me thinking about it.
He says,
the next Bitcoin,
Bitcoin with yield,
staking ETFs,
audible monetary policies
with transparent issuance
and burns flows
reportedly in real time.
A problematic burn
that can make it net deflationary
as settlement asset
behind stablecoin liquidity, roughly 80% of all stablecoins alive on Ethereum.
Preferred neutral global settlement layer for digital assets and tokenized real-world stuff.
High-grade on-chain collateral acceptance across DeFi ventures and increasingly by custodial lenders.
A staking real yield alternative to short-duration sovereigns when packaging correctly.
Infrastructure beta to growth of programmability finance apps,
fee scale with usage, point merge, energy profits,
mini ESG screens compared to proof of work assets like Bitcoin,
offers programmability rails to compliance structure,
funds, notes, treasuries, and private credits,
an index bet on on-chain economic activity, and develop velocity. Ethereum and L2s have the most developer activity out of
any other ecosystem. So I know a lot of people are always talking about the gas fees, but Ethereum
is a great security layer, and it has basically this infrastructure behind it with all the stable coins so i do think bitcoin
is bitcoin it's digital it's uh digital gold you have ethereum which is the institutional grade
uh security level for stable coins and then you have solana which is the retail chain so i think
that's kind of how it works out and we always talk about gas fees on ethereum like these big
motherfuckers don't give a fuck about a hundred dollars two hundred dollars three hundred dollars
paying gas all they care about is their money being secure so well you
also have these l2s that are going to be avenues for that too right or just be um can double down
on having the same kind of institutional adoption and rails as an evm right or as an ethereum and
then just have the cheaper gas fees if gas fees really is your issue
100 dude so yeah pinned up to the top uh just polygon right um cracking once again uh 30 day
high in daily transaction volume processing 4.4 million dollars uh 4.4 million transactions
sorry uh surpassing its 30 day high of 4..3 it did go through a new upgrade over last
week I think it's called Hindale right v2 so you guys can go check out exactly what that does to
Polygon but they're the ones that power courtyard right and they're essentially going to be you're
going to add Katana on top of that as an accelerator to the underlying just stablecoin processing and
just the transactions that go through so yeah and then yesterday we had the for trump to sign
executive order up to nine trillion dollars of retirement market into crypto gold and private
equity so we have 401ks possibly getting crypto adoption which which is nuts. And then Carl Schwab just a few minutes ago just announced that they're going to offer Bitcoin,
buying and selling a Bitcoin and Ethereum on their platform.
Their platform holds over $10 trillion worth of assets.
About $2 trillion of those assets.
Or maybe it's $10 billion.
Maybe, I don't know.
Maybe, I forget what it says.
It's $10 trillion.
Dude, that's crazy to even think about. When I see see b's and t's now i'm like let me go back
they have over 10 trillion dollars worth of money on charles schwab in this interview he says about
2 trillion of it's in crypto and basically these guys have to basically go to these other exchanges
like kraken or coinace to hold them and now uh charles schwab is going
to start offering in the next few months uh buying bitcoin and solana on their platform so all the
assets are basically on the charles swad uh terminal so that's that's crazy dude i mean we
have nine trillion of 401ks possibly coming into crypto then we have 10 trillion dollars worth of
crypto on this terminal that could are uh Assets on that terminal could actually be purchasable with crypto dude
So everybody bearish as fuck on the timeline or just silent right unnecessarily bearish
But you just don't see the excitement that you did when I mean people were freaking out more over handshake emojis
Like four years ago bro than any of this shit
You get a handshake emoji from your favorite nft and
it just meant it was on bro that yo these guys are about to get on netflix did you see the handshake
emoji and you're like dude what and then now we actually have these people implementing let's just
say uh ip and creator economies utilizing blockchain and none of that shit matters i don't know if you saw that but uh
roblox opened up the door to a full ip creator economy now and so it's going to have exclusive
partnerships similar to how fortnite's been doing it with like marvel and stuff like that right
well they're going to have direct with roblox exclusive and then just continue to open that up
uh and use blockchain to kind of back it and power the items.
So that's the OG, man.
I saw sappies were going right into it.
I don't know if you saw them already going to create like a Roblox experience already, dude.
So that's what you're starting to see, man.
I mean, yeah, I understand why the people on the timeline aren't euphoric,
because they don't own Ethereum or Bitcoin probably, right?
Like they own Solana, they own NFTs, they own Mink ethereum or bitcoin probably right like they own solana they own nfts they own mean coins they own runes they own they own this stuff and they're
like okay this is great uh now can we have you motherfuckers sell this bitcoin and ethereum and
come down the risker and buy our bags so i mean this stuff is all good and it's like that's the
thing about it there's nothing wrong with those but just understand like it you have your time
you know right now it's it was bitcoin has been bitcoin
for the last let's just say uh what six months almost a year right of just straight since ftx
collapse bitcoin's been nothing but up right and adoptions at all-time highs since then and then
now ultimately yeah alts exist but we're finding new purposes to use and how to use Bitcoin. Right. And you're getting ways of Bitcoin being adopted at a rate that we never expected before.
Right.
And it's not to be used.
It's to be locked up and put away for retirement fund and efforts.
So I think that that's the interesting part, too.
It's like, oh, we wanted this, but we didn't want it like that.
Right.
Oh, no, no, no.
Not like this.
And so that's, I the the double-edged
sword of what adoption really looks like is how it starts and then and then it trickles down and
down and down like the eth slash btc chart is like at a golden cross um so that is kind of the chart
you want to see the eth with btc um kind of combined as the chart that's breaking out showing
that ethereum is getting strong.
It just had a golden cross.
I think the last time that this happened, we went crazy.
We went up 150X from the last golden cross.
Oh, that was the altcoin season going across.
So that was, I think that is,
I think that's everything excluding Bitcoin and Ethereum.
And we're just doing that on the altcoin season too.
So recently, BTC hit $122K and Ethereum pumped the $3,500.
The market is on in the verge of historical rally.
The golden cost just flashed on the altcoin index.
It's a real powerful bullish signal.
Back in 2021, it perfectly predicted a mega rally before it even began.
The last time, we went up 150 even began the last time we went up 150x from
the last time we had this so people are basically on these charts are saying that we could go up
another 250x from this golden cross that just happened yesterday so it's all leading up man
it's all leading up to a november blow off top obviously we have institutions come in first
they start pumping their bags on tv
is the only one without an all-time high right i mean even xrp hit that shit
yes i mean xrp hit there yo that's another thing too i mean that's max cope on our end we made fun of these guys last all-time high and they did it again and they just keep doing it and it's just
it works because of them and we know that and yet we get out traded by normies all the time
I think that that's an interesting part, too
But I mean yet soul hit all-time high with the Trump stuff right cracked it and then now you had Bitcoin
Ultimately doing it over and over and over again
Eve is the only actual lagging indicator because you even have almost full reversal of all other alts right so i think
ada's up it's the only one that was did you see that too that chart of what cryptos are considered
um most mature in terms of decentralization and just spread and it was ada bitcoin and ethereum
lovely lovely uh we talked about robert leshner remember him with that liquor
that liquor company that was trying to basically he basically bought 54 of the shares and was trying
to convert it into some strategic reserve for their company well uh robert leshner gives up
on trying to take control of the nasdaq listed lqr house after the original 56 stake gets diluted to a 50 or 8.7 uh percent
filing so they basically diluted uh the stock and diluted his shares and now he's giving up
that was ripping it went all the way up to like 11. yo that's crazy is that not like is that not
wall street crime now yeah dude that's what i mean the dude the dude said he basically came out on the
timeline said i'm buying this he hadn't deployed capital yet and then they're like you can't buy
it and then he just rugged everybody that bought the token i don't think four times right this
isn't the end of the story i feel like i feel like this is gonna be like a game stock story
where oh you thought you put me down oh you dropped the stock back down to two dollars from
eleven dollars they even like had to halt volatility on Robinhood.
Yeah, that's what I was about to say.
You said it was up like 4X, right?
Yeah.
I bought it $3 and went all the way up to $11.
I was like, this is the stock market, bro?
I made fucking $200 in two hours, bro.
Like, I'm bullish.
And then they had to halt trading because the lawsuit went in,
they diluted his shares. And then he says he's giving up. He's been liking posts of people
calling this going to be like the greatest comeback story. So I just think he's publicly
saying he's giving up, but I do think he's going to challenge this and maybe try to acquire more
and try to just do this. And I mean, I'm not saying buy it $2 or $3, but wouldn't hurt if
you put a few dollars into this.
And if he does come back roaring and trying to acquire more of these to try to do this,
or files a lawsuit and calls this malfeasance, this could fucking just bring more attention to it.
This was even being talked about in like the Wall Street bets like Reddit, dude.
So I don't know, man.
I don't think this is the end of it.
It has capitulated from down to $ to two dollars but i don't think this
guy's uh gonna end fucking this battle and uh could be kind of like a roaring kitty moment
uh where he comes back and and just proves them all wrong and does it anyway so just interest
the shit point stock guys like don't think this is the next fucking coinbase or anything but
just something interesting to talk about and obviously we have the coin. The things you guys got to be worried about in this market
is obviously you guys want to be looking at funding rates.
You guys want to be looking at the Coinbase app,
see where that is.
Like you guys want to be looking at that stuff
during the cycle.
I think funding rates are a little high right now.
And that's why you're kind of seeing a bit of a sell-off
because we have to get this stuff reset.
But we also want to be looking at like
the fear and greed index.
When we get a like, we're just at greedy.
When we get like super saturated and we can see,
I mean, it was pretty frothy last night.
You can definitely expect with a lot of leverage in the system now with retail
and now being able to get leverage on Phantom,
that there are going to be some washouts, right?
Like leverage gets too high, order books know this,
exchanges know this, and they wash the trades out uh from
you know 10 to 5x and then we go up higher so i think dips are for buying i wouldn't short the
market so much i would just look for opportunities to get into some longs i mean it just feels uh
no disrespect to the actual gay people but sitting there cheering for something to go down bro feels
really really like just gay and dirty you know i mean yeah you know that there's
an opportunity for it but you're like dude please go down and you're like ultimately if it goes down
all my bags go down you know you win on one trade but you lose on all your bags so i don't know
short is a little bit more of a psychological battle for me because i just feel dirty trying
to get to go down i try to like i want the whole world to end when i'm short bro i'm like yeah fucking yeah nuke that country or yeah bro like do something horrible like i just
don't like to be i'm not that kind of person i'm like half glass full person when i do short
i just start thinking the worst things possible just so my bags could pump so i like to be long
especially in a bull market there's been a lot of liquidations obviously you talked about max pain
uh earlier i think there was i saw this morning there was like a liquid liquidations. Obviously, you talked about Max Payne earlier. I think there was, I saw this morning,
there was like liquidations of longs this morning that happened.
See if I could find it.
But yeah, dude, it's just, yeah,
there was 940 million in crypto has been liquided in the last 24 hours.
Longs was 474 million.
Shorts was 463.
So it's pretty even.
So you could definitely see the kind of the max pain trying to get these,
these longs and shorts out while we continue to go higher.
So it's just something to look at.
Also,
you guys just got to be really aware of when you're clicking buttons,
not to do crazy,
crazy gas prices.
I don't,
I've,
there's been some crazy fucking transactions paid in the past,
like week and a half bro there
was a single transaction on ada for three million dollars so someone paid three million dollars
for a single transaction on ada six months ago someone paid 1 000 sol for a priority fee
or 280 000 at that time um a wallet also paid 288 ETH in a single transaction fee
which was worth $700,000 nine months ago.
Now it's worth 1 million.
And then this also one,
someone just paid $113,000
for one single transaction on Ethereum.
That just happened today.
So definitely be aware of your trade.
I know none
of you guys have that much money in your fucking wallet so it probably would just reject anyways
but now that we're getting into a frothy season uh people are just going to start fomoing just
be very aware of how much gas you're spending uh what links you're clicking and uh these people
are probably regretting their lives right now spending this much money on a single transaction
that's why we have base guys like that's that's why we don't spend over $300,000
on an ADA transaction.
So I'm going to make you guys aware
like that's just going on right now.
Obviously scams are going to, you know,
start coming more and more now that retail
is coming back to the space.
So definitely be aware of things and clicking links.
I fell victim of that last year.
So there's someone that's gone through it.
This time is fun, but it's also can be something that could go against you too
when you start just clicking buttons and trying to get these meme coins into your wallet too quickly.
So I just want to bring that to your attention that people are already starting to lose money in this space.
And it's not good for anybody.
So that's a little bit what's going on in the macro.
It's got shocking up here, brother.
How are we doing this morning, brother still here man i know we've been talking a lot for the past 15 minutes but i just want to say what's up to you man appreciate you coming by how we doing
you probably put the phone down he's like these motherfuckers are talking too long
it's fine it's fine brother
but yeah man i just uh i think you also can definitely get into just like just traditional
stocks in general we have coin up a lot today hoods up galaxy digital's up circles up all these
people are up and then i saw the last one is that bit origin which is btog to raise up to 500 million
dollars 4 million in stock sales and 100 million in convertible debt to buy dogecoin making it the first u.s listed company to adopt doge as its core treasury asset so
you're starting to get all starting to get dogecoin uh as one of these treasuries too man so
yeah i saw people bull posting about it i mean doge is apparently at a breakout point right now
and then you're starting to see doginalull and the Dogey crowd come out.
I mean, I still have most of my DogeNulls.
I don't even know how to really use the wallet anymore, but it's here.
And we still have some of those Doge maps and all that kind of stuff.
But yeah, for those of you guys that don't know or don't remember, I mean, Doge has its
whole blown ecosystem as well.
JPEGs, DRC20s, right? Copying
just all the proof of work novelty that we had on Bitcoin early on. And I mean, some of those assets,
I think the Doge-n-all dogs, right? Are a couple grand still. So it's not like, oh, it's on Doge,
it's cheap. I mean, most of the stuff is, but the, I guess you'd say the leaders, the top names,
they do fetch a pretty penny.
It's like buying an NFT or a JPEG on any other chain.
Yeah, they're like 3K, bro.
They're like 3K.
I was going to mint one, and then fucking Tout came up here, and it's like,
what are you doing? Stop talking about this.
This is Bark's fucking project.
I'm like, dude, I got a free mint.
He's like, don't do it.
I'm like, all right, don't do it.
And then I fucking regretted that decision ever since, like a free to three thousand dollars i probably would have sold already but ggs that community is uh around and
their spaces have over 700 people with 300 other listeners but hey whatever gets the fucking uh
yo it's just interesting how they managed to just make their stay somewhere and
and then i mean be okay with it right so i don't know i don't know who's buying those is it if you
can't sell it to someone outside of your community is it really worth that much i mean i try to head
on them but they just have a different bubble than we have i think there is another quitter bubble
here that we don't have that we don't actually engage with and those people just continue to find new participants and people that fuck with them and
ggs to them man you have a seven other person space you're probably going to get the retail
people coming in that space before they come down to the people that are in the hundred space
uh the hundred listener space that have been here for a while so it's all about marketing
and uh bark and the team's always been great marketers. So posted something up to the top as we're kind of just talking about a spinoff of the Bitcoin ecosystem.
But Kraken, once again, doubling down on this runes kind of talk, right?
They said that a runes world is being built, showcasing some of the most popular ones on there as well.
being built showcasing some of the most popular ones on there as well and then on top of that
you have the kraken i guess ceo or cto or some of their some of their team right are starting to
now swap to uh bitcoin ordinals right so it's cool to see that adoption on that end um you had
brc 2.0 right you're starting to have all those collections now start coming out of not the
woodworks but the ones that were supposed to be the first are starting to show themselves now
right you're seeing ordi with a bid and getting talked about a little bit more on the timeline
as well uh shout out the block i mean just early on that trade before kaleo went in there and
before you started having udi kind of bull posted again. You got magic internet
money starting to talk about, you know, just finally doing their full migration, going through
that whole process and dropping the actual JPEGs, right, attached to the collection. So a little bit
of attention over there on the Bitcoin fungible side of things. I'd keep my eyes out on it,
especially if you have a couple of older bags. Some of those are coming back to life.
And then some are actually looking like opportunities.
That's what's up.
I mean, I took a long out on Ordi right around $10.
So I saw the charts.
Looks nice.
Beta play for Bitcoin.
Obviously, the leader.
If any of these are going to run, it's going to be Ordy.
So I got a long out. It's only 4x long. So I think my liquidation is somewhere around like $8 or something.
Hello is a good bullposter, too. You know, like a good like broader reach kind of KOL, so to speak.
Right. You got Block that covers a lot of the Asian people that followed him from kind of the early days on and those heavy BRCs.
So, I mean, Ordi itself has a good kind of foundation being on Binance and you're also
getting Udi and all those kind of people to come out and start talking about it. So,
it's kind of the hated rally, right? Oh, are Runes going to have a comeback? No, Runes aren't. So,
what's the next closest thing to
runes that we can say is better than runes and it would be brc20s and you look at you know ordi and
look at all that right there's a couple in there too there's pepe the actual uh brc20 pepe it was
deployed before the eth version of pepe which is a small fun fact that no one really gives a fuck about but it was
uh and then another one is the meme token right um there's that one and i think there are a couple
other handfuls that were you know the the first like sats etc well it's kind of the it's the
mirad thesis right is that you want to invest into the meme coins that have stuck around and
continue to build their community and like look at fart coin it's been the leading fucking meme coin to leverage trade like i've made so much
money leverage trading like yesterday i tried to get into an spx 6900 leverage trade on on a phantom
they said the open interest was enough open interest that couldn't even put a freaking
long or short out on it i've never seen that before i guess that's just a phantom thing but
i couldn't even put a long and short on sps 6900 anytime eth moves it's a beta and you would expect that already's
like the first it's probably one of the more like bigger communities in all of bitcoin space when it
comes to meme coins and like when that runs it's gonna run first out of all these other ones so
well yeah i mean attention right you got dog on one side being the runes voice and then you have
well who's the other horse in the race or what's the next sector it's brc 2.0 brc 20s and then all
right well who's the number one leader on this side oh well it's already okay cool so it's like
you you have to figure out who the horses to bet on are and it's not really like there's many options
you know yeah what was uh yesterday we talked about the Bitcoin puppets getting that race car.
And I saw, I looked more, I looked more into it.
And obviously that motherfucker, uh, doesn't know that it's called Bitcoin puppets and
he calls it Bitcoin Muppets.
Yeah.
Is the Pepe, uh, what's her name?
Uh, LaPuppeteer, I think is going to create a Bitcoin Muppets fucking derivative.
Now that he said that
bro i've seen more of these i don't know i heard there's rumors that he actually are who or he or
she is going to do a bitcoin muppets i don't i don't think he's making anything else bro these
are just um what's it called chat gbt 3d versions of them you know he should he should do it dude
every time he tries to draw he gets fucking yelled it, dude. Every time he tries to draw, he gets fucking yelled at, bro.
Remember last time when he wanted to draw and he made, what?
He did gizmo and all that shit and then everybody fucking lost it.
Oh, why the fuck are you making and diluting your collection and you're making fucking cats?
And he's like, dude, I just, I wanted to draw.
And then what else?
Then he drew his, the little bunny, little bunny his kids bunny and then everyone made a
Kika then they made a coin after that and fucking got on his ass
So like yeah, I agree you should do whatever but dude
They haven't made it very welcoming anytime. He just wants such as dry as draw and post something
You know you get in that I'm a founder and they're gonna run with anything. I say it make a coin bullshit
Bitcoin muppets are gonna flip Bitcoin puppets easily, dude, if it comes out.
So let's do it.
Let's do it.
Maybe we should launch it.
Well, Muppets are puppets, aren't they?
Aren't technically the Muppets puppets?
It's funny that this guy's getting sponsored him.
Obviously, he's like, I guess the reason why he hasn't been racing because he was in like rehab.
And he doesn't even understand
like the fucking name of his sponsor, bro.
And so it's just like a meme, dude.
If it's meme culture,
you make fun of it and you run with it.
And now you have someone that is on the,
sponsoring your, like your biggest sponsor
fucking calling it Bitcoin Muppets.
I don't know, dude.
Like this is the kind of stuff you run with.
You don't like run away from it.
So I just thought it would be funny
if he did launch a Bitcoin Mppets platform or just a project in
general but i do agree a lot of the puppets are going to be mad because it's diluting the collection
and making their price go down but i mean do you think i mean it's kind of the same thing with the
mladies right like you get a bunch of these derivatives and then it kind of dilutes your
original brand so i understand the original holdings like those are up since i called them on the show i told you that people were just
going to return back to the og uh they're sitting at what two seven slowly creeping on up
yeah two five now yeah they're at two six eight the dollar amount's probably higher too with
ethereum at 3600 too so yeah because they they're at $2 when we started getting mass fucking just, I guess you could say saturation, right?
They're roughly at $2 ETH and that's when you had Megilio, Remolux, and like eight different Milady Derivs at the same time.
And that's why I said people are going to get tired of this because you're no longer paying even like the toll
right remember the toll of people hey you have to
Give back to the m'lady community or sweep the floor any of that none of these new projects do any of that
They just extract all the bread, but a moon birds is up
Almost out of need so gg's if you listen to the point seven call
I think it was a no-brainer. I mean this was yesterday when I told you all so it's up you listen to the 0.7 call um i think it was a no-brainer i mean this was
yesterday when i told y'all so it's up 21 on the day so ggs on that i know spencer did announce
a couple things coming with moonbirds but we'll see how that plays out i think the
two things are going on right in pudgies and kind of that spencer spencer world first if you have a moonbird you can go farm towns protocol the towns xyz they just have their uh they just created a
brand new chat and a brand new just town for moonbird and oddities and that whole ecosystem
to go and interact with uh and you get to farm uh towns xyz right towns is backed by a16 uh cb ventures and benchmark so ultimately giving
some type of value to the moonbirds themselves and then um in general there is some type of
airdrop coming um i don't know if this is an airdrop of just the new vibes boxes i personally
wrote lgbt pudgies because they use the rainbow flag
and i think that that makes sense but yeah airdrop coming of vibes i don't know if it's
an airdrop 2 vibes holders or vibes players or anything like that but you can go register your
account on the vibes website the vibes game is on steam right it's something that is available
for other players as well,
if you're interested.
What up, Lord?
Do you think there should be a Bitcoin Muppets, my guy?
What do you think?
I don't know, no matter what I think.
These motherfuckers are just going to put it out.
I thought it was Satoshi Puppets.
Everybody's just going to keep dropping rugs.
I'll say the same thing I said when I was talking to Golden
the other day, actually.
And I know DeGeneres probably said kind of the same sentiment.
We're like, it's fine. It's VPL. anybody can do whatever they want um i think bitcoin muppets
will come out i'm not gonna lie dude there's bitcoin muppets was trending because when that
happened right so i think somebody's definitely gonna put out some kind of derivative eventually
um my thing with derivatives is like if you're putting one out give money to hills when you
mint the derivative out and if you don't do that you're a baby back bitch that's my only thing but uh i mean it's decentralized that's what that's what i was talking about that's how it had
to be for m'ladies right you'd only get m'lady support if you what's your plan well i'm gonna
go sweep the lady floor with it you know or something like that i mean yeah like based angels
right like they ended up getting blessed i don't know what they did do that right but we had bitcoin
ladies come out and like m'lady was i was in the fucking chats with that coal ass community and the
founder um i ended up selling them all when they were on east and then a couple on btc but which
went down only but like i think charlotte wanted them to change like the backgrounds or something
and the dude was like no i'm not changing anything and then i was like well you're going to zero
and he was like no like we're we're pumping right now and i was like well yeah but if you don't change it you're not getting blessed
and then you're fucked and he never did and i sold everything and it was awesome it was a nice
little fucking flip but the point being is like after that they were dead because like nobody's
gonna be like oh this is a good collection and they're fucking good for the ecosystem
charla fang was like no right so i don't know it's it's one of those things where like puppets
are vpl anybody can do whatever the fuck they want but yeah man i mean i've seen a lot of
fucking derivatives come out that do absolutely nothing for the eco which i think is kind of
dog shit like if you're making money and making a profit give money to hills uh they like you said
they just put a fucking puppet on national tv uh for ordinals and like no by the way i don't really
see much help from uh big old millionaire
companies and founders on that by the way it was mainly puppet driven shout out to ordinal genesis
and hedron who ended up like at the end really putting in a nice little amount as well not little
a large amount to hills but yeah if you're gonna do some type of derivative or something like puppet
inspired i think it's pretty obvious to just fucking do the same thing that any respected
lady derivative has done which is like give back to the original project right uh which isn't hard
it's hills she's here every fucking day so i've seen plenty of puppets there is trust me um bitcoin
muppets i'd mint but yeah like give something back to hills if you're a cool just change just
change the name on magic eden to muppets the puppets during honestly that might be bullish that might be more bullish just change the name to pick him but
anybody like who cares that we change the name just change the name uh for like a year and just
be called the bitcoin muppets bro and that's you don't have to dilute anything and now you guys
are just the bitcoin muppets like it's funny it's just a funny it's a funny change i love that dude
by the way he's uh he's a fucking g uh looks like he's on like
he used to like a lot of k-hole or something i don't know yeah like he was on i don't know if
yeah if you watched the whole interview where he called them muppets like he was going brazy
talking about he was on like probation for like eight years he went from like skid row to you
know where he's at now he's he's healthy though he's off everything he's clean he's fucking found
god and he's fucking it's a very good comeback story and dude just sounds like a puppet to be honest if you watch the whole
interview he's pretty dope uh he actually was like helping another crew when they fucking got
into a wreck or whatever he was like out there helping work on their car he's a cool fucking
dude bro so i'm like i'm glad that they actually uh made that happen it's fucking sick looks like
a really good time there's a lot of puppets that are out there too so uh well i hope he never gets
he never gets in touch with the bitcoin puppet community because he might relapse, bro.
Like, you guys are fucking.
Yeah, that's the thing is we got to just, like, keep him away from some of these puppets, bro.
He'll be all right, though.
He's doing good.
Hopefully he can win.
Rumors are he's been, like, not going as hard because he's waiting for, like, you know, the right time.
I don't know.
But he's won before.
He won that race, like, 14 years ago. He's an absolute fucking shad. Shouts out to Hills and for all the people who, like, supported, like I said, the right time. I don't know. But he's won before. He won that race, like, 14 years ago.
He's an absolute fucking shad.
Shouts out to Hills and for all the people who, like, supported,
like I said, Hedron, Ordinal Genesis.
They came in at the end.
There's, like, a bunch of puppets, dude,
that really, like, put in the work in getting that supported.
So good job for them.
It's fucking dope.
I think Saturday is the big race, like, the big one.
So, yeah, good luck to fucking Tyler.
Hopefully he fucking kills it man but
it's been sick to see it on the track it's fucking cool dude they got and they got people like
filming it and stuff so after the event there'll be like a bunch of cool like media coverage bullshit
like good uh clips and all that stuff i just think it's super fucking dope and it was like community
done completely like i said nobody really fucking helped who's like in the eco with a bunch of clout
and a bunch of fucking money which surprised me to be honest because i thought they'd be like oh
this is like we just get them on here fuck the f1 car thing with dog like we literally just wrap
this car right now it doesn't take that much money but yeah it ended up being pretty much
puppet funded only but if you want to drop a bitcoin muppets thing give me fucking whitelist
and then give money to hills and if you don't you're a fucking pussy that's my thoughts on it to be honest i'm with you like where's the qr code on the wing so people can
buy fucking bitcoins up it's muppets at the track bro but yeah man crazy muppets yeah so
uh bitcoin muppets was fucking trending on x that day dude fucking retards but it's bullish bro
it's bullish i think it is just
name just change the name for a year bro like you guys who give the fuck it's bitcoin muppets you
have the your your leader leader sponsor think that's what it's called so it's funny um one
thing that it's getting doesn't have any post has 1.5k followers it's called doodles up it has a
doodles badge um a mysterious portal has opened i saw some of uh the doodles team members putting
like open eyes on people talking about this i went into their telegram there's a telegram link in
there um enters you to a telegram it says join the waitlist to be part of the first to enter the
portal unlock a rare loot box a special reward bonus is waiting for you for just being early.
Keep notifications on.
We'll let you know when early access is ready.
What is Doodles Up?
Kyle's Journey.
Follow Kyle as he escapes from Data Bow Data,
or Data Bow Data, whatever that means,
into a portal and journeys beyond the threshold of sanity.
Catch bugs along the way.
Kyle's favorite snack to earn points and unlock rare items. Comp other players see your ranking on the leaderboard win tokens to unlock
more rare items stay tuned the portal will be opening soon so something new has doodle backing
to it a lot of the doodle founders maybe it's just like it's cto or maybe it's just a community
effort thing but uh enter the telegram join join the Telegram bot, and keep updated.
It could be some free money for being early from what they say.
There's only 1.5K people filing it.
So something new, something interesting.
Doodle's backed.
So I just wanted to bring that to your guys' attention if you guys aren't filing.
There is no post.
So I just pinned up the link up top.
You're going to have to file it yourself.
Go ahead, G.
Yeah, no, I just posted up a new d5 platform on soul
as d5 is starting to heat up i mean you're starting to see new chains being 100 catered
towards this um and you're also seeing just more and more people dabble right um project uh x or
excel or whatever the one that lambo landed i mean that ideally turned out to be a dex but it
also helped people get into range and try to dabble with the defy side of things so
this platform launched yesterday um you do need a code in order to sign up
you can follow and see if some of your friends have codes or just go down the referral path
of your friends have codes or just go down the referral path but yeah for anyone that wants to
participate this is a brand new defy opportunity typically pools are higher day one day two right
that first week everything's normally sweet after that more and more people hop on or they realize
that the the smart contract risk isn't as risky as the TVL starts to grow. It just makes you feel better to put money in a pool that has, you know, $50 million
than you'd be the first check in there.
Right?
No one likes that shit.
So go check it out.
If you're looking for somewhere to do DeFi park money, there's a million opportunities
actually right now from shit, Katana bara to sonic right to now all these individual
platforms right on hype you can go to this project excel so a lot of different options right just
make sure and remember every time you go into either one layer deeper either if it's a protocol
or if it's a dap that's a new smart contract risk that you
take on yeah the leverage is sweet in terms of reward but every time it gets better to pay you
out you have a better chance of losing it all right so just keep that in mind i mean i think
we've done a lot better in terms of just full-blown protocol like hacks or smart contract risks or anything like that.
But we had the DeFi platform get compromised, what, two weeks ago? The old school one. So
it does happen, right? Haven't had it happen too much often. Just be careful when you're going
down these rabbit holes of DeFi and use a wallet where you can track all of this, right? I recommend
Rabi. I like it. There's other options, but Rabi at least a wallet where you can track all this right i recommend rabbi i like it
there's other options but rabbi at least shows you where your positions and your pools are
and has a quick link for you to go to that website in case you forgot where you're staking or doing
something on there's a gmx that got hacked or whatever yeah yeah yeah the guy they tether froze
it and basically sent it all back but yeah yeah that was the one where it was like, yeah
And then the guy got some of it to Circle
Remember Circle wasn't coming online
They went to sleep for like a day or some shit
And people were mad
100%
LG's continues just to do fucking IP spread across the universe
Today they've partnered with Pez
You can probably see those at five
below along with the little igloos and shit probably see that in that convenience store
you talk about chief in uh japan that the multi-level one that would be a nice little uh
a goodie to have there so the don quixote yeah they'll probably have everything bro
like don quixote has a section for everything right for candy plushies toys clothes so there'll
be a spot that they can
probably go with one of every item or just every item and do that kind of stuff yeah pudgy penguins
taking over the universe abstract tge coming this september i hope um still feel underexposed like
i was looking at my rewards i'm in silver bro, I'm at like 2% to get to the fucking gold, dude.
I need another 98% of XP, dude, to get all the way to gold,
which I would feel well-allocated.
Well, hearing about that,
a lot of people are just holding some of these assets.
You started seeing that start to play out better than the coins right the tickers and the basically the
shitters um you're getting more xp allocation through those right i think fugs randomly got
uh re-added to that xp thing that's why they increased there's been a couple sweeps on those
you had dramelio go crazy over these last couple days uh for this kind of xp farm as well so people are realizing that yeah playing the games is cool but you end up spending
a lot more money uh to xp ratio playing games than you do if you just buy and hold some of these
assets uh luca was on a podcast uh i think recently and he was just talking about how he's not gonna
like he's pissed off that people could bought a pudgy penguin a day before the TGE and got it like $100,000 worth.
And he's like, I'm going to change that.
We're going to give it to our loyalists, the ones, the people that bought the dip.
So, I mean, that kind of shows you that it's going to be like day one users
and actually like diehards on abstract are going to get the biggest allocations.
You're not going to be able to buy a pudgy penguin the day before the TGE and get this massive allocation.
So that also makes me think that I think the big pudgies might be the play.
I don't know if you're going to be able to get little pudgies or get allocations or the ROGs, but it just seems like the people that are buying the dips on the meme coins or buying the dips on the NFTs, there's going to be some kind of social metric that they're sorting,
some Dune dashboard that they have undercover.
They're just going to identify main wallets that have been doing a lot of
accumulation past the three, four months.
And they're probably going to get like a double X multiplier.
I don't know.
That's what he said in the podcast.
No, no, no.
But I get that.
But here's the thing.
You can use different wallets.
They can only aggregate abstract global wallets through their front end.
They can't grab if I use my regular Rabi wallet or a MetaMask or anything like that.
And anyone can do that. Right.
There's a lot of people that use the Telegram bots and all that kind of stuff.
And those are just wallets interacting on abstract.
Those are where the majority of like shitters get traded to.
So well, maybe there's alpha there not to use those because if he's saying that he's going to use metrics to identify
who i mean you can just do yeah you can do when transaction data was how when the first transaction
when the last transaction i think the idea is to stop people from spending 100k to make 50 because
i can spend 100k versus the guy who's been riding on abstract since day
one and because he couldn't spend 50k on a on a pudgy he gets fucked right like that's the thing
too it's that's the whale game of rewarding the whales but you can pull real like anti-civil
metrics the same way that they do for airdrops right when was your first transaction
did you buy a coin did you not when you log in have you created a portal like and then you can
go do an analytics between wallet transactions so because even if you use an abstract global wall
you got to fund it somehow and then you can go into wallet tracking that way and you know jump
around but I'm just hoping there's other multipliers for these xp other than just what's on the screen right i'm thinking like at the day or the few days before the claim you'll be able to
click a few buttons they might add the badges as like a multiplier to get you up the progress board
how many streams you've done how many dips you bought how many mean coins you bought so i do
think just looking at that screen thinking that's going to be your xp at the tge i do think there
will be like progressions with multipliers of that bar as soon as like
we get announcements at the TGE.
Chris, you know a little bit more about this abstract fucking TGE than me, bro.
But what's good, bro?
How we doing?
Bro, I have no idea how they're going to calculate it.
But like next month, it seems like the real marketing is about to begin.
the real marketing is about to begin.
So I'm sure there will be stuff like double XP week or triple XP,
or they might do trading incentives just to like ramp it up.
Like, oh, if you trade X amount of NFTs or tickers or play the game,
they'll do something because what are they going to give the people, let's say,
that just haven't gotten onto abstract chain?
They're not going to reach any level of silver, gold, bronze if they don't get something to
boost their XP.
So I think soon they'll probably reveal more
of XP mass.
They don't want to do that, but
they have to do something.
I'm waiting for that. I've been here since day
one, so trading
shitters barely does anything for
NFTs, certain ones
will give you XP
from what I just said. And they rotate those, right, Chris? They rotate like the NFTs, certain ones will give you XP from what I just said. And they rotate those,
right, Chris? They rotate like
the NFTs? It's
all by volume and popularity,
like how consistently
they're grinding up and
if people are actually, if
it's real volume or is it people
just like farming, it's
just dynamic. It's never the same, but
like I put a few, like I got it like
four AGW wallets and I test XP out on a few things and like four Dremelios and like 800 bucks of memes
got me like 7k a week for the last 10 weeks or some shit like that. So something that I learned
in the last couple of days, I don't know if this is true or not, but the collections that do get XP right now, I mean, the more you hold, the more, I think, the percentage of XP will get split better on you now.
Because people were talking about Abstractio and, like, how is a small supply? It does get XP, but how are they calculating it?
multiply it does get xp but how are they calculating it and someone brought up a good
point like uh if you play any of the games on the portal uh the as long as it's like officially
endorsed or like being in the spotlight the higher you are in the leaderboard the more xp you get so
like i learned through moon sheep this is the game that i played the most like i barely played the
gambling games because you're gonna lose money if you're not someone that knows how to walk away after getting,
you know, winning some money, aka me. So, uh, I lost about an ETH on Moonsheep, but it put me in,
like, the top 10, uh, on the leaderboard in back-to-back weeks. I got 50k XP just for Moonsheep.
50k xp just for moon sheep so like the more you spend on those games you'll get a shit ton of xp
but those games are meant for you to lose so the over time you're gonna you'll get the xp but
unless your luck is just amazing like that you're gonna lose money because well you could have
grabbed like that one eth right and bought it jpeGs with it and still had the JPEGs.
And gambled.
Yeah.
I could have bought an ETH worth of FUGs and been up Dotto to a pop right now on them instead of playing the game.
And got all the XP from that shit, too.
That's what I was saying.
I've been hearing.
I've been listening to a lot more of the abstract streams.
I heard, I think, Zaddy or someone talking about it yesterday or something like that he was just saying that he started sweeping fugs and all that because he said he was spending
a lot of bread on coins and tickers and never getting like getting xp but not getting xp you
know and then the minute you start adding these nfts now ultimately you got to stay on top of it
because like chris said it's dynamic it changes consistently but when you find that that gets
you a lot more than just spending the money trying to gamble for the same XP
Yeah, it's all different
um, i've been just messing or like my first hundred days were just positioning into memes and
NFTs that I thought are gonna go parabolic in the next few weeks upcoming weeks and then uh
Like the last 45 days, I
started focusing on the XP a little more.
I got two wallets
to gold just by doing regular,
normal stuff. Nothing crazy.
It's definitely possible.
Like I said,
they are going to...
They didn't say this, but I know it because
how else are they going to get people to
bridge over and be like, yeah, yeah, I want to get XP.
They're going to do incentives.
I'm sure we'll see some trading competitions.
They'll do double or triple XP for certain things.
They may even just start giving away XP somehow or something like on the timelines for participation or maybe an info five thing drops i know there's a
a new social five slash info five thing coming out not zeep but uh it's called like the amigo
app or something and the team abstract team is really bullish on that so i'm hoping it's like
a frintech thing and come on now everyone's gonna jump on that shit if it's like a frintech thing
on abstract because one
is gonna give you XP and two
just all these guys are gonna show this thing
so whatever it gives
heavy XP is just probably gonna get
shilled hard but then there's gonna be people that
don't care about XP at all and
they're gonna use their weight on the
timeline to you know just blast into
things because like like
just yesterday someone ate
12 bands into the dream ticker and uh it moved the chart from 300k to like 750k off of the just
the 12k blast so just imagine when like a hundred of those guys come and just start blasting 10 20
bands into the coins they think will move and You can already look across the eco that like some of these sharks just look
crazy because it's just up only for three days straight because people are
injecting. So the next wave, I think when things cool off, things dip,
then people come in and like really ape again.
Well, and kind of like when I hear Lucas say that he's going to do day one
loyalists and he doesn't want people coming at the end getting rewarded,
makes me feel like a lot of these rewards might actually be happening right now.
And they're just going to, they're still doing the metrics.
And then they're going to announce like, oh, if you bought 12K worth of meme coins in the month of July, you get a double X multiplier of XP.
I don't know, just kind of listening to him.
It feels like he's trying to not do, like promote it and have these whales come in and gobble up all the XP. I don't know, just kind of listening to him. It feels like he's trying to not do, like, promote it and have these whales come in and gobble up all the XP. He actually wants the
people on chain they're using organically get the highest rewards. So I'm starting to think,
like, maybe there's some insider information while you're seeing a lot of people get into the memes
of, like, the thesis is, let's get in in July and August, and then the multipliers will basically be
stealth identified and then announced if you've done it in these past two months.
And maybe that's what's leading to a lot of these whales coming on chain is this kind of thesis that that's what's going to happen.
I know Appster, I didn't confirm this, but everyone keeps saying this.
Appster gets XP because it's reached a certain market cap, volume and holder count.
So it's not just like they use a few different metrics to decide what XP.
As far as I know, that's the only ticker that gets it right now.
Don't quote me on that because, like I said, I have no clue.
You got to ask one of the official guys.
But this is what I see in, like, the trenches and people talking.
That's why if you go look at the after ticker like there's just you see the the
green candles are nuts and uh it's like surpassing everything on the board by a lot so uh maybe there
is truth to the xp thing you could probably find the uh there's a post that apps after every now
and then posts about xp when xp happened so i'm pretty sure at this point that's why that's running so crazy and
people are gonna gamble on what gets xp next like no one no one knows this or even saw it i don't
know how but newt started their buybacks on their own ticker so uh there's a chance that can go
parabolic if you go look at lucas page he's like really bullish on that they're calling it the bunk
of abstract.
So if you're a bunk guy, go do your own research on how that stuff works.
And I think me personally, I could see new flipping Appster again based solely on just the buyback part.
Like, I don't know the exact formula, but like no one saw the dev posted yesterday.
And I posted about it this morning.
Everyone was like, oh, whoa, when did they start that?
Like literally yesterday.
So I'd watch out for that.
There's a lot going on.
The main winners, what it looked like, if you just want to play it safe
and not gamble on anything, you can look at Abster, Newt, Pauly, and Gooner.
Oh, Retsba too.
So like these are the chosen ones like not financial advice but from
just solely what i see on the timeline you could know i ate the big old bag of uh for gunner when
they brought all those k-pop girls remember like last week or something like that that abstract
said that they're gonna actually literally gunner was literally at like 500k four days ago this
just went up to like 4.4 m like this one keeps onboarding a lot
of people when it uh pumps like uh when i first saw it it was at 200k because i was looking at a
stream one of the traders streaming and i had bought it then in uh that day the same day like
24 hours it went from 200k to like 2.4 m overnight and i said holy shit and uh it dumped back down
to like 200k and uh you could just see though the community's getting stronger people are buying it
the top mind share keep bringing it up and uh it it dumped back down to like two and a half this
morning and it's probably like three or four again i don't know but like those are the chosen ones for
sure if you want to like check those out everything else is just a matter of who can build the
stronger narrative like i'm in like 30 coins very early so it's like easy for me to show the things
that i like because i'm not dumping and uh a lot of the people i've been here since day one so like
i know who's in the coins i know who's doing what and uh i try to pick my times
to show things when i oh if i see somebody i don't like dump my coin i'll go tell my friends
yo this person's out go buy this coin now and like there's just a lot of people forming their
clicks and uh like i got my own people i see like four other groups with their own people and then
we got newer people coming in like doing daily launches like some of these launches are getting nuts as more tickers get higher we're gonna all the stuff you see on every
other chain that people do and like try to cabal they're gonna do it on abstract you just gotta be
be prepared like y'all you guys are gonna see this all of your time on the next few months
well just imagine if they do what you say if they do like xp challenges and actually gives people an incentive to come over you're gonna see like the winners fucking go up in market caps or
just say there's some kind of multiplier if you hold 10 or you hold any of these coins you get a
multiplier like those coins are gonna go like the 4 to 20 million and that's one thing that abstract
hasn't done is like promote any of their like meme coins as their main meme coin you see bonk
and bonk guy basically promoting useless.
You see all these launch pads.
Basically, this is our coin.
This is our coin.
And there's yet to be that endorsement yet.
And maybe if you are expecting an SP,
there could be that.
Didn't you have a big space on that
of kind of what they can co-sign
or what they don't co-sign?
Yeah, I was going to say,
there's been so much drama in the early days of abstract like early on they were
Following tickers like if they got if they follow the ticker it meant that they vetted the team that
It doesn't mean it's gonna like not rug or go to the moon, but like they were fault giving pages follows to like
Get just vetting them letting you know yo we check them out it doesn't guarantee
that they're gonna do well but like the team is verified if they rug their docs and you know
things could happen um people were arguing on time oh they're showing favoritism oh this is
happening blah blah blah so they just said all right we're not gonna follow anymore we're not gonna publicly like mess with these things
until they form communities
and uh
so who knows when they're gonna
publicly endorse but the main
person to watch is Luke at this point in my
opinion because he doesn't give a fuck what's
going on he's talking he's reacting
to all the memes all these memes
he's shilling them soft shilling
them without really
shilling like there's just so many break rounds like you can see what's happening the community
is getting luca to engage like two days ago or yesterday uh like we haven't seen him really
post anything about gooner and someone asked him directly on the timeline yo luca are you a big goon
and he posted the gooner Gooner image and you know that
pumped the floor but like
people don't realize that Gooner even though
that ticker isn't an official
Pudgy Penguins thing they have an
official Pudgy Instagram
for Gooner like it has like
half a million followers
or something so like that's
already famous on its own it's just the community
dropped the ticker and you know they're trying
to be the champion of that thing.
Pauly has an Instagram. Well not no
Pauly doesn't have it. Pudgy Penguins has an Instagram.
I mean Pauly's the most
famous penguin.
She's seen by what
I think the Pudgy
Penguins have like 5, 10, 20 million
followers. So everyone knows Pauly already.
So the thesis behind Pauly is Penguins 2 billion.
What do you think his wife is going to be?
And like the best thing I can compare it to is like the Donald Trump token of Melania.
Like there's just like 20% of like 20% like Melania is like 20% of Trump right now.
Melania is like 20% of Trump right now.
So I'm just in my head.
So I'm just, in my head, I'm just like, moon mass.
I'm just like moon mass.
Pauly would be 20% of Pingu if it keeps running.
Like, just imagine Pingu goes to $10 billion.
What do you think Pauly is going to go to?
But that's just a narrative.
Who knows if that'll happen?
But people are building narratives for each character.
And I could give you a synopsis of each one.
Like, what are people saying about it?
But yeah, I love abstract love abstract changed my life i've been here since day one i pivoted from the hyper liquid stuff because i felt like it got too crowded and i went to abstract because
no one was here and i don't like being called a cold i'm like the top call over here well at
least for alphas like i'm the only alpha guy here, like, other than, like, creators.
Yeah,
obviously. I mean, you have two, what did you
tell me? You had, like, two wallets that have gold
XP, bro. So, yeah, you're gonna,
on top of already changing your life, you're probably gonna make
bank off the
TGE, and that's even gonna do
push up your KOL-ness on
abstract. So, shout out to you for being early on that, bro.
I'm here, like, from what I saw in the video, it's weird.
They said one of the CEOs or co-founders, they asked them about it,
and it looks like we're going to be able to redeem the XP for the abstract ticker.
So I don't even know how this is going to go down.
What if they don't do an airdrop and like all right you got this xp you can convert it into the uh ticker if you want
because they're gonna do other irl stuff too it won't just be uh i feel like they're gonna
they're creating some sort of marketplace where you'll be able to spend this xp for other stuff
so it's like ah this this is gonna get crazy like it's still too early but we know they're about to
reveal a lot in the next 60 days because it's just they have to super cycle this thing up for the tge
yep yeah it's just interesting because like obviously people use abstract eth already
as native gas so it's like do they need abstract do they need a token like obviously you know base doesn't have a token
but maybe the xp could be used as like transferal to pingu or maybe it's used to convert to buy other
stuff i don't know but i do think there'll be an abstract ticker right but it's just interesting
there already already has the gas for it so do they actually need a uh a ticker or a token anyways
when they already have eat abstract eth so i think it's going to be like
i said i think it would be against be bad for them to wait till december november because
the the market cycle tops typically in november so i feel like moving it up to like september
would be beneficial just so they can launch the token in kind of euphoric moment and so if you're
going to do it in september october they need to start marketing it sometime next month to kind of lead up to kind of the peak FOMO that they want to create.
Yeah, well, they called it Abstract August.
So Luca already put out a video where people clip them like next month is the month where like the marketing for Abstract starts.
Like there's no speculation.
There's nothing.
He literally said next month is the month where we're turning on the,
we're flipping the switch officially.
It's already gaining mindshare in general.
So if it continues to gain mindshare and everybody's going in,
you're,
you're expect a lot of the stuff in the ecosystem to go up in price.
So this is kind of the point of the show is like,
get ahead of the crowd,
get a red,
get ahead of the bees and maybe getting your entries into these meme coins
and these entities.
Now before abstract August starts might make you some money on top of just
farming XP.
So I think it's good alpha,
man.
I appreciate you coming up and talking about the things that you learned.
Like,
obviously I stream over there.
You're the KOL,
the main KOL there.
So just getting any kind of a nuance to the situation helps everybody.
And it's all free on the daily alpha. So we do appreciate you, Chris. KOL there. So just getting any kind of nuance to the situation helps everybody. And it's all free on the Daily Alpha.
So we do appreciate you, Chris.
100%, bro.
I always try to come in and drop some knowledge, you know.
Love it, bro.
Yeah, well, obviously, you always give that shit free online.
So what's you talking on the spaces and doing a more nuanced talk about it?
So I do appreciate it.
Chief, do you want to talk about anything else?
I know we're kind of getting a little long here.
You have PuffPaw up here.
I saw a ton.
There's launching CyberKong's is launching stickers over there.
So that's kind of the last things I have.
If you just want to finish out with the PuffPaw, we can call it a day, bro.
Oh, yeah.
PuffPaw's referral system went live.
Once again, I don't want anybody to be swayed on this kind of yapping campaign.
Yeah, there's money to be made, but the prizes are in goods.
Like, yeah, it does have value.
You know, it's $60, it's $90, whatever it may be,
but it's not like they're sending you, similar to how other yap rewards were,
$1,000 to your wallet or you know whatever it is
through kato so just keep that in mind uh if you want to participate referral system is up top you
do not need a puff paw genesis or an asset in order to refer people so if you got a bunch of
smokers in your life uh shit you can just grab your referral code, set yourself up, and then have them purchase
through your referral code and you get paid, right? You get pre-vape allocation for referring people.
So it's a way for you to get exposure and participate without actually having to get
exposure and participate. And then lastly, man, Alex Becker and Elio Trades launched their new DEX, right?
We talked about everybody doing DEX, everybody going through this DeFi-centric yield farms, etc.
So the token is actually doing really well.
It's roughly at $1.50.
Saw it earlier this morning.
Let me pull it exactly of what it's at. But yeah, so it's currently sitting at $135 million right now.
user-generated kind of airdrop approach, right?
It's Alex and Elio funding it all themselves
and through just people participating
is how the airdrop will be created.
No VCs, no outside investors,
just the two trying to chat it up.
Could be an opportunity, once again,
if you're looking for some type of money parking solution,
but just also remember smart contract risk and just be
careful. Remember where your money is being parked at, right? But yeah, I was really surprised. No
one's really talking about this on the timeline. And those two were, I would say, some of the
biggest names last cycle, right? And anything that they did or touched, everybody used to ran and
rave about it. So you can definitely see the landscape's a little bit different. But this launched, like I said, all the way up to 130 mil.
So it is there and cooking.
Just check it out if you guys are interested.
Yeah, I saw Alex Becker's also.
Remember, he was going to launch a meme coin.
He never did.
It looks like he's basically looking to do it again.
Construction of the meme coin and drop whitelist system is underway.
Like for cool points, as he does all the time the final mini and large allocations will be done here very soon whitelist already underway for those that are cool and follow me it looks
like some kind of anime annie figure uh that could i don't know if it's an nft or what they're
fucking doing but yeah keep track of that obviously if black hole does well they got their attention
back and then dropping a meme coin on top of it so and then uh the last thing i have chris mattern cto open c the future of
on chain previously built rally button venmo link style corbic looks like i used to work at rally
basically an hour ago uh posted a picture roadmap OpenSea. The team is absolutely swinging for the fences to give you one of the best home on chains that exist.
And it's kind of like a PDF here of July, August, August, August, September.
Just like, and he's blurting, you know, he's removing these kind of things on here and not showing you what it is.
removing these kind of things on here and not showing you what it is.
So, man, looks like OpenSea could be announcing.
My thesis is that they're going to launch their own CLOB centralized order book,
similar to what we see in Phantom, all on OpenSea.
And you'll be able to basically trade perps on OpenSea on top of trade NFTs
and have their own decks already.
So it looks like next month is going to be the roadmap announcement
and possibly get some more news about their TGE
that probably will happen, I hope, before November, man.
So appreciate you guys coming out to the Daily Alpha.
We host a space Tuesday through Saturday.
We'll have one more space tomorrow.
It starts at 11, 12 p.m. Eastern.
So we'll see you guys tomorrow, and I'll leave it here for Chief Dinn.
And I'll see you guys in the Foundry.
Peace out.
Appreciate everybody that came up, everybody that contributed.
Arv, Chris, everybody that wrote
it out throughout the show, that likes,
engages on the tweets.
That's how we're able to continue growing the TDA
and also getting more opportunities
for our community. After the show's
over, if you like what you heard, if you want
to learn more, there's a thread that goes
out. It covers everything that we talked about with links for you to do your own research
any likes and engagement on that also help the algorithm and help us grow the tda while also
getting more opportunities we do this tuesday through saturday like x said 11 to 12 12 30
central standard time depending on the conversation it's tda or stay poor
catch you guys in the foundry y'all be safe and don't lose all your money Thank you.
