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THE DAILY ALPHA♻️
Recorded: Sept. 4, 2025 Duration: 1:36:40Space Recording
Full Transcription
Thank you. Hey, what's up? What's up? What's up? Happy Thursday. It is September 4th, 2025. It's
my sister's birthday today. I had to send her a happy birthday before I got on this show.
So I always remember this day. It's obviously the first football game of the year.
We got the Cowboys versus the Eagles.
And then tomorrow, we got the Chiefs versus the LA Chargers in Brazil.
I don't know if you knew that, Chief, but we're having a Friday game.
It's in Brazil.
I don't know if it's the first game or not, but I think.
I think they started that like two years ago.
Yep.
After London became a hit, they started venturing out in a different country which which makes sense right? Because I mean how can you be the world champion of a sport when you're the only one in the world that plays the sport?
Sure, sure. I think last year I think they've been doing it for a while. They went to Mexico City
Yeah, yeah, I think Brazil itself was barely like the second time or third time it's new-ish in Brazil, you know?
Yeah, I think they went to Frankfurt, Germany.
They're starting to expand their European footprint.
Obviously, they do London for like eight plus years.
They've done Mexico City, and now they're in Brazil.
I mean, this kind of leads to, like you mentioned, like the filter, the filtering are the places that they get their players are from is from college.
And so now that, you know, you have flag football entering their arena in the Olympics, they're trying to expand their footprint.
And they're probably going to have some teams in other countries by 2030, 2035.
I think London has a team. I think Mexico has a team.
And it just, you know, it's similar to the NBA.
Like NBA was something that you only saw in America.
And then China started playing.
And then now you have players all over the world that play in the NBA.
I think that'll be something.
I think the NFL expands by like five teams by like 2035.
You're going to start seeing expansion teams in other countries.
And I think that football is probably like out of its kind of like it's
pretty big in america but i think it goes worldwide i think i already started that soon but you know
we're having thursday games friday games we have college football on saturday sunday and monday and
then like we don't we have sundays football until february so obviously prediction markets are
somewhere you guys can go and bet on that stuff you can bet on props you can bet on you know
fantasy points you can just bet on whatever you want.
So I'm pretty excited about that.
I think Eagles smash Dallas.
But, I mean, if you're looking for a fantasy play,
I think that since the Eagles are going to be up so much,
you're going to see Saquon Barkley probably take over
because it's going to be in a rushing script.
But you're going to see Dallas be able to throw a lot
because they're going to be down.
So if you guys are looking at some prop bets, maybe Dak Prescott for an over.
I know there's a polymarket bet on Saquon Barkley versus Derrick Henry, who's going to have the most points.
I would pick Saquon just because they're going to be up.
And I think that Buffalo versus the Ravens are going to be playing.
I actually think that Buffalo will be playing from the lead.
And when they're playing by the lead,
Derrick Henry typically comes out the field because they have to pass more.
So there's a few poly market bets I was looking at.
Obviously, my niche is kind of football,
so those are the kind of bets I'm involved with.
But the market in general, a bit drowsy.
A bit drowsy.
Attention is waning.
People are going back to school.
People are heating back up to work.
We have rate cuts in a few days.
We're kind of struggling to get some momentum here.
I think we're back down to 109.
But something I saw before the show started is that the USDT Treasury has printed like $2 billion worth of stablecoins in the past hour.
$2 billion worth of stablecoins in the past hour.
So it definitely looks like people that have been sidelined,
that want some capital to deploy,
look like they're getting to their price points
of looking like they're ready to deploy relatively soon.
Seeing $2 billion printed in the past hour,
you know, kind of leads to like,
are there some demand here?
People are getting a little bit interested
at these price levels and looking the eighth.
Obviously, when we have FOMC
meetings in like two weeks, people are probably going to start front running that. And like me
psychologically, I'm just like, why would I ever long? Anything, it just feels like shorts are the
easy money these days. And when I, as a retail participant, as a normal participant and leverage,
when I start thinking shorts are easy money,
you know the market has already kind of changed. Because once people think that something's easy money, it typically goes the other way. So I kind of think that we are getting exhausted
with sellers. And I do think with the FOMC meeting coming up and billions being printed on USDT,
I think we are getting at some part of a bid here relatively soon.
So I've heard that if we can get over $4,400 on ETH,
it's upward only.
And we might actually have Bitcoin go sideways.
I think if you're looking at Bitcoin dominance,
it's around 58%.
And it's kind of just trending sideways.
So if we can get Bitcoin dominance to kind of go sideways
and go chop for a little while,
possibly see alts take off, especially with the first rate cut in like the next week or two so that's what i'm looking at i mean you got prediction markets we got rwas i really think
everybody going crazy over these fucking pokemon card bullshit on the timeline again
i mean it's just kind of interesting. I posted a post today
I mean if you look at the volume traded on all this, you know, how many times you hit a
$5,000 fucking 50 X off of I mean you played courtyard how many times you hit a 50 X bro
not many
Statistically as someone who's ripped thousands of Pokemon packs throughout my lifetime
I mean like thousands right five figures the chances of what we saw occurring in the wild yesterday
Are impossible?
Like you're better off winning the 1.3 billion dollar lottery than it is for five different people
To hit 50x on a gacha and the cards happen to be what is hype right now in
Pokemon because what's hype right now in Pokemon is nothing that's actually been hyped for the last
10 years which also proves that it's kind of just for marketing and all that kind of stuff so
yeah don't get swayed by this bullshit on the timeline like yeah you can make money but it's not that's all fake bro yes um
that's one of the concerns i've been talking to people about in general um is the rng effect and
like um i guess not even that half of these people don't got their none of these look bro you're
not understanding like when it comes down to this game i'm trying to be a listener and you're
triggering me it's eight it's nine be a listener and you're triggering me.
It's 9am and you're triggering me right now.
Yeah, bro.
I'm just trying to say half of these people
don't have this shit, even the product.
You're not wrong.
If you asked any of these people how many Pokemon cards are in circulation,
they wouldn't be able to tell you.
I can tell you. You mean to tell you?
They got 90 billion Pokemon cards in circulation.
You know they printed 13% of those billions this year?
Yeah, that's right. These people are fucking idiots bro talk about 500 fucking fossil pack shut the fuck up dumb bitch you just could have bought that stupid ass card
off the fucking market for 150 what are you doing boo boo i mean well even the post even the marketing
post i'll post the the tg one right He spent five two grand doing those pools. He lost
$200 on every single pool. I mean, I don't know if y'all noticed that but I mean like
Interview you're talking about for yeah, it was $500 packs and the buybacks were
250 bucks 280 or something on every single one. I'm like yo, this is not a good time
I don't know if y'all realize that but it's not a good time bro
It's bad. It's real bad. You don't even get to do this with people
You don't get the experience. I mean look in the real world you can sell your bulk
You can sell all the other bullshit in this world. You don't sell
$40 shipping fee by the way. Yeah, but I'm just saying like in this world you don't sell anything
You don't get any of the I guess side effects of ripping cards or that world and i really don't think that
half of these people have this product like that's what i'm trying to say falling for the hype they
don't they don't they use a brinks api and then you're just trusting brinks at this point but
yesterday hedrin the guy that runs ordinal genesis bought two fossil packs for 500 and he got the same exact card in both packs it was like a weeping bell or some shit he's like what the fuck dude i mean
what are the odds of you opening a pack in general in real life and getting a 500x so i think like
exactly i'm just saying like you can't expect that the digital version is going to be much
different than the regular version but they're playing it up like it is well wouldn't you i mean it's just kind of i don't i think i think i think this is this is
the point right is that courtyard has been around and dominating this space for years like 78 million
dollars in revenue generated they've opened up hundreds of thousands of packs they got like
300 000 unique users on their platform but no one has talked about this
why because what you guys are mentioning is the fact that the rng and the probability of you
making money off this is very very minuscule but it's fun like it's fun to rip open packs but why
people are talking about cards right now is because there's a token and so the token just
say you say fuck that rng fuck the randomness I think that people are going to play this to waste their money.
And I want to bet on the protocol.
I don't really care.
You have another avenue to get some kind of ROI than actually trading the card and making the $100,000.
The $100,000x, like everybody's suspecting that people are doing.
So I think the card or the token actually creates the
narrative and the narrative creates the marketing and the marketing creates the hype. And the fact
that Courtyard doesn't have a token is a reason why this hasn't taken off sooner. If Courtyard
had a token, it would be a multi-billion dollar token. But the only reason why people are talking
about cards is because the token has gone up 300x, 300% in the past 48 hours and that's creating this attention flywheel to
the platform itself like this isn't anything new I've been struggling to get people to even care
about this but once the token goes up in price then you have all the marketing all the people
that invest in the tokens acting like this platform is like one of a kind when you have
so many competitors that have been trying to do this forever
Right idea of adding leverage to something that's already negative Evie I mean at once again as as a collector if you rip open that fucking wax seal
You already lost money chances that you making money are slim to none. So
Already you're already fucking with the you know a hobby that is negative Evie for anyone that participates
You better fly ass to Japan or you want Evie?
Yeah, I mean and then that's it like that that's insane to me is that that's what you don't understand
Like you if you get this in the wild
The reason why people go hunt for this is because that's the highest chance of coming out on top. It's because you're paying retail
Imagine getting scalped and then you know you're
going to lose money as soon as you open it and now you want to add leverage on top let's speculate
on whether i'm going to get basically raped or not and you are well you also got to get grading
you got to get the fees with everything bro like you're doubling the cost of your car just in fees
like you know it's crazy oh i think what the leading platform i feel like this one is going
to be the brinks are the one that has all the assets, because I feel like this is just a trend that's going to continue.
They all use the same supply of assets that we're all sharing the same.
But I think I think there's a massive amount of people that don't even know this.
These platforms exist that have hordes and hordes of these cards.
And how do they get money is they go to card shops or they go in their local area and they have to sell them and so the fact that you have access to internet
liquidity i think is a game changer and the fact that if you can have a trusted place where you can
send these and vault these and sell this on the internet marketplace i feel that that's the
funniest thing is bro they think that we've been doing that for the last like 10 years that's why
i talked about this issue that's why they hate crypto because they are under suspicion that we'll make some
Bitcoin and go over there and be like, you know what I'm going to do? I'm going to buy all the
Japanese cocooners and fucking make it a $30 card. And it's me, a crypto bro acting in buying,
you know, a card that has a hundred thousand in circulation. Doesn't make sense.
But now when you add this speculative aspect of it, it is going to intensify, right? People are
going to start, in a sense, doing that shit because they have a leverage bet on the Kakuna token.
It's not even who gives a fuck about the card, but now people are talking about Kakuna and Kakuna
has a token and now it's going up. And you as a regular pokemon nerd are looking around like the is wrong with this card why is it up 300 or 400 percent yeah and i think like
obviously ripping cards in real life is a better experience than ripping them digitally but
everything after that is way better digitally like the fact that you can on courtyard, you can get a 90%
fair market value instantly and sell it. You can, it's already graded. Um, just like all that stuff
you have to go through takes days. And the fact that you could do it within seconds is a better
experience. I do, I do believe ripping the packs and physically holding is a better experience,
but the fact that I can rip 90 packs in an hour and get seldom instantly I feel like is a better experience
So it's like one out of the six that isn't and I feel like it's just way more liquidity way better
You know you transitions into these gacha games is ripping in a sense gonna fade away
Is is the idea of raping packs because no one's gonna have access to packs or or packs
in general anymore right it's just kids machine down the street you may go pick you up some well
i think what happens what i think has happens is there's less and less gotcha and a bigger and
bigger just secondary market like instead of only based on the graded cards too right yeah these are
all only based on graded at least for now it's slabs supply compared
to the actual circulating supply then i'm saying like for you say say decentralized you have a
massive pokemon card collection and you send them the courtyard and they do uh they do a psa grade
and they basically digitalize your card put it in a t and send it to your wallet that doesn't get
added to a gacha pack the gacha packs are the ones that they buy with their own money so now if you have more and more people
doing this adding to this now you don't even rip gacha packs you just go to the marketplace and
try to find arbitrages are you the way that they do it in brinks at least is like if if if like
i can opt into my stuff going into a gacha pack for example into there because like brinks has
their own supply but then brinks has like customer held supplies that are like opting into these things
right like that's kind of the thing and so like all this like your your logic of like they're
going to send a box of pokemon cards yeah that makes a lot of sense but that's going to take
them six months to get that into the supply it takes 10 days to ship it in like two weeks
it takes you like three oh hell no bro PSA logs
are backlogged like crazy I was reading the documentation of courtyard it might be outdated
but that's what they write bro they write it takes you 10 days but that's bullshit I mean yeah but
like if you look at like the like the people that actually use this shit like for example like what
you're saying is true but it's like what you didn't add in the fact that it's a 200 cost to
do all that plus they have to charge you per card that's valuable so if you get any cards that are
valuable take off 20 of what you thought you were going to get like it takes six months to do like
the process isn't exactly smooth right that's i guess it takes a while right even if you the
easiest way to go now for anyone out there is GameStop, right? I mean, GameStop facilitates this, but it's $20 a card, right?
And that's base level.
And it takes however long it takes, right?
Mine made it to PSA within a week, but it's been sitting at PSA for over a month and a half now, right?
Just in the arrive stage.
And then, as Dijendra was saying, let's just say, for example, you pay $20 for the grading and it comes out and it's a $10,000 card.
Well, now you owe an extra $80, $90 to complete the grading because of the value of the card at the end.
And you sold the damn thing.
Yeah.
And now you're just down the 20 for the grading plus whatever it was to make up you know the premium card that was output so
this whole process of actually sending it out and getting them back maybe two three months max but
it's that's why people that have this stuff on hand right are able to capitalize on markets like this
rather than if you're buying and trying to grade now by the time you get your shit back uh probably
not that card is probably not as hard as it was yeah but there's lots of
improvement i guess all i'm trying to say is it's like there's there's so many blockchain things you
could do here that will improve the friction and like like less friction is going to make more
people do it but like this shipping stuff and all this like at a certain point yeah it will become
what you're saying but it has to be when like brinks has 10 times 20 times 30 times more cards
available in this little API of theirs.
Because once there's five or six competitors of this product, like they're not segmenting out these collections.
You know, it's just like everyone's using the same API.
And then like there's going to be issues with that, I think.
And the prices are going to skyrocket.
And whoever has enough stock, D-Gen, I think that that's what's going to change the game, though.
Whoever has enough stock to create
a smaller pool and charge more but i can say like hey i have five shining charizards in here
and the rate for you to pull one of those are this versus well we're pulling from brinks and
there's you know 500 whoever has their own in a sense vault or enough supply i think that that's
going to be ultimately like the game changer to start scaling up but no one normally does right i mean not enough and if you
do you're typically not holding that yourself you are using a brink's vault or something like that
anyway so yeah exactly but now there's lots of people like that guy said it yesterday in his
stream basically like i got a box in my house somewhere with fifteen thousand dollars of cards
i don't care about like those people are the ones that yeah those guys will send the box in
right but like i don't know if there's a like it's not gonna be a flood of people helping increase
the supply right now which means that like my friend yesterday who got the same same card twice
in a row like this is kind of janky and scammy right now but like hopefully it gets better i
mean they're making so much revenue i mean what stops them from using the revenue to go buy these cards right?
Selling them. Yeah, the ones that they're the one that's that's how I know that it's rigged because the shit that they're advertising that people are putting
At this time in the market. No one's fucking letting them go and or if they are
There you're literally getting taxed 3x than it was six months ago like
3x so i mean it's bad business it's not that it's not even available i mean you're you were
willingly paying 3x the price it was i mean these at the beginning of the year it's been up and
over overnight like they've been around for over a year and a half who says that they haven't been
accumulating these cards a year and a half ago? But why would you buy and have your own supply when you have access to the Brink supply?
Like, that's the thing, right?
You've never really needed it because they're tapping into the biggest vault for cards that is actually out there in existence now.
That's why people are trying to even decentralize that shit from Brinks.
And I think one of the platforms that spun up, I think the one that was on Solana was doing that
Right. He was saying that we use a different vault
So we have different supply and all this shit, but it's that right
I mean there would be no need to do it unless you were trying to break away from Brinks and then that's a
Kind of a feat in itself so to speak, you know, so if it's just there was one good
I just say there's one guy who said you like I saw a tweet
I was a half asleep this morning, but something about charizard capital like bro's gonna just start buying up charizards
Like oh my god, this is getting crazy too quickly
I saw like there's a charizard marketplace that just spinning up
Yeah, the charizard capital guy basically just has it to where he launched the token and you get shares and as he adds new
Charizards to the collection
I guess you take the floor price of each one of those charge arts and that should be his market cap
so physical I
Guess NFTs with the digital side, which is kind of cool, you know
But we talk about no, I mean until he never logs back in bro
And you guys just help him make the greatest Charizard collection of all time.
I guess my point is, though, is, like, what does it matter?
Because, like, I have the card shop on Ordex, right?
And I'm doing puppet cards.
And I have little artists doing cards.
No one cares, bro.
We get three or four mints here and there.
Like, no one gives a shit about actually collecting these things.
So it's, like, and these are, like, 21 supply, not 9 billion supply, right?
So, like, where the fuck are these people at that are collecting these things i want to know i show point them out to me please yeah i mean like
i was i'm just reading the courtyard documents they they said the only thing you have to do
is uh send the card to them you pay for the shipping i don't know what redemption fee is
um that might be more but we'll just say that the cost is only you shipping your cards and
getting it vaulted and then now you have a digital version in your wallet.
Is that something that you'd rather have than holding them in a binder at your house?
You don't have to sell them.
You can just get bids in your digital wallet for these.
And you can sell them whenever you feel comfortable.
People do that with TCG Player and all these.
There's a bunch of little apps that you do that you scan your cards when you're opening them and you can i mean it becomes your ebay right someone can
go and look at my collection and say hey i see this card we need a whatnot for crypto basically
it's kind of you know like we need we need to just copy everything that's already there we don't need
to be reinventing this from scratch like we're doing right now as much right yeah i'm just saying
is that something that is if you if you look at new people coming into the space and they find this going on is it a better way
of sending these people vaulting these cards and getting the digital version that you have
instant liquidity around the world with or holding them in a binder and going to card shows and
trading them that way but that's what i'm explaining you don't have to do that because
you have these apps right you have t TCG player and collector and they're the
two biggest apps and you at any point I could be walking and receive a ping saying that you want
to buy a card and I can just walk and go mail you the card and the money comes straight to you so
yes and no I think like what DJ was saying if you can add some type of like what not to where you
can make it a bidding platform utilizing crypto right and
then you start opening the door and then you have people bidding on specific packs that they want
open or you can do ripping ships and stuff so i think that you gotta you gotta progress here is
that 99 of pokemon cards are worth five cents right like that's the problem though that isn't
the crypto doesn't solve that right so and the hit rates are ass bro the hit
rates are literally ass like we're talking 20 profit and now you're asking these guys to spend
60 of their margin of their 20 margin to like get this to work you know like it's almost better just
to go to the card show you know like it's so what's the what so what is why are people getting
into pokemon cards is for the rare like the possibility of hitting a rare card.
Why doesn't that translate here either? It's obviously delusional.
I'm just saying it's delusional regardless.
They're not even buying the right
packs to get the rare cards. They're buying the brand new
shit. Talk about whatever the
fuck. Destined
Rivals is going to get me a Mewtwo. They don't
even know the pull rates or anything.
They're not thinking about that. The majority of the people rates or anything. They're just like these are you know Like they're not thinking yeah
The majority of the people entering Pokemon I'd say right now are doing it because of the craze and then the other reason people are talking about
Pokemon is because anything you bought six months ago is up to X and
So you have that you got the crowd that's going crazy because the dog shit that they bought is up
And I mean like and this is what I'm talking to X guys like in the crowd
We're sitting here. Like I need a 10x a 50x 100x. We're crying. I'm talking people are happy with
2 of what they put in over a year family
You know like just to put in perspective of how we're a little delusional
you know i mean it's people that bought a box for 55 retail and now can go sell it for 90.
all the real pros are opening final fantasy cards right now for example right where's the
crypto twitter at right now on that one no one even talking chirps crickets everywhere right like
well i was telling x i think it's going to be the Generation Z IP
is what we need to focus on.
If you're looking and you're into this as a collectible person for years,
I mean, go look at all the lines.
There are no children with their hands on Pokemon cards
because big adult nerds like me and Degen and a bunch of other ones,
we now have a little bit of money, so we're in line.
That's a problem.
This hobby doesn't live with us.
It lived because we were children and we ripped packs.
So, Next Generation is going to be all new IP.
I mean, you guys can quote me on this.
It's going to be the kids that want to look for One Piece because they grew up on anime.
It's going to be the kids.
Yeah, dude, it's those kids. It's hot now but i think it's it's hot like because it's it's new hot hot though yeah
it's gonna get hot when those kids get money and the gen z get our age in their 20s and then they're
like well i want to buy the the cards that i never could think about the tantans of the world who'll
tell you one piece is hands down the best anime they've ever seen. Yeah It's bad It's this so that's what I'm trying to say. It's that generation IP that came after us right look in there
If you want to look long-term collectible physicals and stuff Pokemon school
But if you look at longevity wise, I think that the people that are needed to keep it alive
There's not really that many of them anymore and that becomes a problem
maybe not five years maybe not 10 but for it to last another 20 that's an issue yeah would you
rather hold real estate or pokemon cards i mean for the how much money are we talking here like
you're talking you want me to hold well if you could have a three hundred thousand dollars of
a real estate land of land or three300,000 worth of Charzards.
I'd probably be having the Charzards, but I'd be able to start telling you.
That's what I think people are – I think that – I think the way that our grandmas and our boomer family think about real estate, I feel like what's going to be started with digital collectibles.
It's like I'm not going to hold real estate.
I live in an apartment.
I'm going to hold $300,000 of digital real estate, which are Charzars,
that have a mind share.
And I feel like that is what's going to happen.
Like, I just see it skewing.
Like, the more and more we go digital,
I think the digital becomes more valuable than what has been deemed physical.
Like, we've already seen gold.
Like, Bitcoin is digital gold, right?
The digital version of gold is going to be more valuable than real
gold, real estate, digital real estate, which doesn't have to be metaverse land. It could be
just high mindshare, which are these maybe Pokemon cards, which aren't physical, but they have a
digital representation of them could be more valuable than actually real estate itself.
And I just think we're kind of skewing to more and more digital. And the people that don't understand this will eventually die.
It probably has more to do with like the fact that most people can't get to
$300,000 together as well.
And they can only get $10,000 together.
So they can't get real estate with $10,000.
You know, they can only get Pokemon cards.
That's true.
I mean, maybe that $10,000 of Pokemon cards turn into $300,000.
Exactly.
That's what they're hoping for, bro but like the guy that's got three hundred
thousand he's probably gonna buy the house you know like i don't think he's gonna but aren't
you noticing like nft the nft is as when we went through in 2021 was a collecting taking off
we're seeing it again but it's off chain like we're starting to see like the boo-boos we're seeing it again, but it's off chain. Like we're starting to see like the boo-boos.
We're starting to see physical trading cards that could represent digital
taking off like NFT cycle is here, but it's off chain.
And so it's like, how do we get that stuff on chain?
And I think the RWA phenomenon is starting to take off.
You're starting to see tokenizing everything.
We're starting to tokenize stocks.
We're starting to tokenize all this stuff.
Because at the end of the day, bro, it's about showing someone, right?
And you can't really, I mean, yeah, you can kind of do it.
Like, hey, look at my phone.
But, I mean, go to a card show and look at what the vendors have,
the big boy vendors have around their neck.
They're going to have their most prized possession card Just sitting there hanging as like a big dick flex
Like look at what I've managed to acquire, right? I mean, yeah
He can sit here and grab his phone and show it to you and look at what I got
But it's another thing of someone walking up and just being like yo, is that is that the illustrator Pikachu?
it's holy shit, isn't this a similar kind of uh
approach people had to go up to you know gold boomers and silver boomers talking about bitcoin
like yeah there wasn't that delusional you going up in 2012 to a to a gold shop and saying yo you
should buy bitcoin over gold they would have said you're a fucking idiot and so i think we're kind
of in a similar thing where you go up to these people at these card shop and say you know these digital versions are going to be
way more expensive are going to be the future and they're just sitting in their old ways because
that's how they made their money so i feel like this is a similar we're in a similar so similar
position as bitcoiners were in 2012 going into gold shop trying to convince the gold guy to buy
bitcoin i think that eventually so have you seen have you seen what not you know what not is right yeah yep okay
so i think the the brinks thing and the whatnot thing are the same thing in the sense that
the centralization factor of like the speed factor the like the friction is in the shipping and all
the pack ripping and all the waiting and all that stuff right so there's a reason i think
fundamentally that we're going to get centralized experiences right now,
which are going to slowly lead us into that digital realm
we're talking about, but it's going to be like a stepping stone first
where there's this weird middle ground of digital and physicals,
and it's going to be like whatnot,
where everyone's ripping packs for other people,
and it's like on Brinks' insurance tab or something
so you don't get scammed.
And then they're going to get competitors after a while while after they become the biggest one to do that um and then courtyard is gonna have to like probably drop a token whatever
like that that's all gonna happen i think but can you take loans out with your physical cards i mean
maybe you can't yeah but i i think that's where we start seeing the separation. This guy, Keith, he says, Pokemon and crypto, just not a trading platform.
Unlock instant liquidity with your Pokemon card lending markets.
Use your cards as a collateral to trade long your longs 10x.
Retail doesn't know it's coming.
So this guy's using his digital Pokemon cards to take out a loan
so you can go buy more digital trading cards.
And you can't do that in
the physical realm so is that the cards token you just read about it's not the cards this is the new
guy he's creating a platform where you can use your digital your digital cards as a way of
collateral and taking loans out for it so isn't that something that's different than the physical
version that the fact that yeah yeah well that's. That's why they would make it digital, right?
The whole reason. Also, side note,
anything of value in your life,
you can go.
Pay to get it appraised. Get a nice little
fucking laminated piece of paper with the
steel. Anything
of value. And then you can now use it
as a financial asset and take
loans against it.
So, you can do it in physical in physicals a lot more of a headache
right but i'm just trying to say for anybody out there with expensive jewelry please please please
go get your jewelry appraised it is a financial asset a rolex anything like that you can take a
loan against it if they know it's real and it has a set value these are just popping out everywhere
like obviously yesterday last week we were talking about prediction markets and they popped out everywhere everybody became a prediction market
specialist and now i'm just starting to see just like the rise of all these rw collectible things
i saw this one um i think it actually has a token it's called hutch hutch fi trade cs2 skins on
solana coliseum breakout winner it has a token and basically it looks like you can sell cso skins
on chain which we all know how big of a market that is i don't even know if that's even possible
this has been done before but hey fuck if it works the fact that there's a token attached to it
is all that people give a fuck about they don't want to own the csgo skin they want to speculate
on the protocol and that's kind of what we're kind of talking about recently is like obviously we have identified the
new product markets uh are the new emerging markets in the space it's prediction markets
it's rwas it's leverage and it's possibly possibly possibly like streaming content coins right
and like these are the things that are
going to take off in the next cycle. Because why? Because retail understands them and has a better
user experience. And so how do we get exposure to this stuff? Like I've been talking about Courtyard
and Polymarket as like, okay, the IPO, but there are other ones underneath them that are second,
third, fourth place that have tokens that no one even
knows how to evaluate any of this stuff yet and that's where you make the most upside it's like
no one knows how to evaluate any of this stuff and typically in the hype cycle you evaluate it
in the beginning of the phase more than it actually is worth wait till these fucking crypto
bros decide to stop minting fucking degen bullshit and be like
yeah i'm gonna just buy a low pop card instead you know like we haven't even got to that rotation
yet and that's what a lot of the card people think has happened and that's i'm telling you man they
hate the crypto people because they swear that's the reason why the market is inflated. It's not the natural demand across the globe for this kind of phenomenon, right?
That's been building up.
And so that's why it's hard when you try to mix the two.
Because you haven't had that yet, right?
And when you start getting that, people are going to be like, well, I can go and mend something for, let's just say, $100, $0.025, $0.02 ETH.
been something for let's just say 100 bucks 0.025 0.02 eath or i could go and just buy a slab for
100 bucks and risk you know getting a 50k whatever the fuck you know whatever lie you tell yourself
so i mean do you think possibly chief we you sent me the um we've seen the phenomenon obviously
where the people that are actually stealing the packs that the pokemon are actually taking
the valuable cards out beforehand i mean that's a huge problem and the fact that are actually sealing the packs that the Pokemon are actually taking the valuable cards out beforehand.
I mean, that's a huge problem.
And the fact that none of these...
That's not as bad as the PSA thing, I think.
I think, honestly, the fact that you can buy a card on eBay and they, one, discount your grading,
two, incentivize you to sell it through the PSA vault directly,
that to me is a bigger problem because they get a share of the sale. Ultimately, the higher they
grade, the higher the revenue share in the slice will get versus me if I buy a card, let's just
say on eBay, which is probably still the number
one platform for anyone in this, right? From sports to anything. And I say, no, PSA, I'm going
to submit it myself because I have a bunch more cards, whatever, whatever it is. They're probably
not going to want to give me a 10 or whatever, or give me a fair grade because I'm not going to sell
with them. They're not going to get a slice of my pie, right? So this guy gets eights and nines. He didn't ever want to sell with
us. This guy wants to submit and sell through us. Oh yeah, let's give him a 10. He doesn't care.
He didn't even, he's not even going to touch the card, right? We're just going to get a slice of
the pie and that's it. That to me, that loop is one is way worse than people just pocketing hits because if you pocket hits cool
So be it like eventually that that collection or or whatever that series just people deem it bad and
People they get fucked right?
But if you have that if you break this what makes it valuable loop and you figure out a way to game that, oh, it's over, bro.
I mean, imagine buying a $10,000 card and choosing to grade it with them.
So if I'm going to say it takes over Brink's situation here, then imagine the problems we're going to have.
Isn't that a lot easier solution than the whole Pokemon sector fucking being rigged by the people that steal it?
No, because these
guys already do all this shit they do population control the experience the fact that you don't
know what's inside the card you don't know it's been tampered with and so you're thinking that
you have a one in five chance of pulling a valuable card but it's really like one in 16
because the people fucking manipulated with it in the beginning and i think that's what we talked
good good these people aren't even fucking considering the fact that these assholes printed 13 billion cards this year
you think they're going to consider that well i think that's where nfts and becoming digital
is is better because if you can create some transparent way of showing your odds on each
pack ripped and each one's verified through the blockchain then you don't have the trust issue
with the pokemon card collectors because like do you pokemon's gonna come out and say yeah are people yeah they do and it's a
catastrophe and ultimately that could be a raw card doesn't get you anywhere you need the grading
company and i think that that's if you have that if you have that with the issue if they're doing
then that ruins everything because look dude a psa 10 versus a 10 and tag or isa or any of these
other i'm talking like almost 50 to 40 percent difference in price of someone getting more versus
someone getting less right the same exact card can be graded side by side and you know a psa 10 will
fetch a premium versus you know and then there's a couple other you know anomalies PSA 10 will fetch a premium versus, you know, and then there's a couple other,
you know, anomalies like a Beckett, whatever, and this and that. But most of the time, like,
that's your quote unquote, the gold standard. So to have the person that deems something valuable
or not cheat for them, I think is way worse than because at the end of the day, like, yeah,
they're cheaters on the ground level, but you still got to get past the big boss that gives out the grades doesn't matter you can have 50 000 of
them if the big boss is good your 50 000 will be graded fairly it depends on the company i've heard
right like i don't i've never got a card graded but like psa versus uh like beckett versus like
there's there's like a hierarchy of quality there so you can take one
card same card send it from Beckett to PSA and you're not going to get the same score so it's
like there's a whole situations all like this whole thing is messy from the top down right
well can that even be because how is that even possible dude how is the fact that you
because it's a person it's a person I. I understand that, but can this be resolved?
We've seen those shoes.
You need AI and you need bots, bro, because that's literally the only way that you can do it.
That's what I'm thinking, because how the fuck can you pull a card?
Say I opened up a Pokemon card and I pulled a Charizard instantly.
And as soon as I pull it, I put it in a fucking plastic box and it doesn't touch.
And then the fact that Beckett
fucking grades it a 10 compared to PSA
it's worth less? It's crazy.
How is that knock corruption
and how can that be fixed?
And then people risk it, right?
People will buy 10s from other companies
like I said, for 40 to 50%
less and say, hey
I'm going to just try to send it.
They'll grab a pair of pliers and try to break open a piece of plastic.
Yeah, crack it open and resend it.
Because, I mean, and then what are you betting, right?
You already got the card 30% less.
You put another $20 on there for them to regrade it,
and you just pretend like it's a fresh card.
You think if there becomes a competitor that is AI
that the card collector cabal will deem it as
not as legit and just like that's who kind of runs the market just like how debers runs the
diamond companies and like the diamond prices exactly yes and no it exists right like they're
people that are using computers but once again like the card cabal i guess you could say for years like psa is is the standard right
it took years for beckett gold label i mean a black label to even be recognized as like higher
than a psa 10. so it's a company called tag they'll laugh at you right now in the industry
you got graded by tag you're a joke it's not but they have the best best actual real grading tools like they give you a scan of
your card mark everything online you can go in and they will circle where the dent was like if you
talk about actual information tag is the best but once again a tag 10 20 30 cheaper than a psa 10
and if you just want the card in a good quality cool, but are these investments?
They are right. I mean they're not they're not buying these to play with these motherfuckers. So
That's the difference right it becomes a problem. What up sam. I know you had your hand up. Go ahead man real quick
Hey, what's up? What's up? I ain't into that car stuff
But I have to end the comments, but I do know I would not send my card to somebody put in the vault
No, that's just don't sound right, but
X we roll with tonight on the game. I mean I know I deal using on the polymark bits, so
They got they got that they got dollars
They got Dallas.
Yeah, I know.
But shoot, you can put less on Dallas
and get better reward and put more
on the Eagles.
But either way, I'm going to win because I'm hedging
against myself. That's why I like
Polymar.
If you see you going one way or the other, like you said,
you can sell or get out.
I think that
Dallas is one injury away from having one of the worst teams.
The deck Prescott gets injured.
They have one of the worst defenses.
And I think that's something you're going to see that you don't have to even
bet on the game.
You can bet on the script of the game.
So I feel like Philly is going to be up a lot in the game.
So it's going to create a better run script.
And so I think Saquon Barkley scores more points than Derrick Henry.
That's one on the fantasy one,
because Derrick Henry is playing the Buffalo bills, which they're probably Buffalo's gonna be ahead which they have
to take Derrick Henry off the field because he's not a great pass catcher and so I'm thinking that
maybe you can go down to the QB prediction ones and say the fact that Das Prescott's gonna be
falling behind more because he's playing the Philly he's gonna throw the ball more and he
might actually be the leading quarterback for this week because he does have great receivers he has uh george pickens and cd lamb so you can even go beyond who wins the game
you can start betting on the players and based off like who do you think is winning so you think
philly's winning they're probably going to run the ball in the fourth quarter more while you know
dallas is down by month so you're going to get a bunch of garbage time and be throwing the ball
more so i think even going beyond who wins the game you can start looking how the script of the game is going to play
and start betting on those players.
I even think putting like a $2 to $3 bet on who's going to be the best quarterback
with the most points in week one,
I think Dak Prescott has a pretty good chance based off the game script.
So that'd be something I'd be looking at on top of, I think, Philly wins in general.
So there you go.
I'll just give you a bunch of alpha.
Saquon Barkley leading running back a week one.
Zach Prescott leading quarterback a week one based off the game script.
So on top of Philly winning,
beating that ass with the Superbowl champions,
bro,
they had the best offensive line in the game.
Got one of the best defenses,
very well-rounded.
And I think Jalen hurts here proving to people why his name is espresso
right now.
Make me drink my coffee faster and shit.
Like,
hold it.
I can get on this good level.
Seriously, bro. But yeah, that's, I's i mean i i have an edge in fantasy and uh that's something that i
am going to use more in the prediction market so if you guys need any hints i got tons of analysis
i got tons of analytical tools who's going to score the most points who you know runs the most
plays uh i'll definitely give those out in the discord and maybe throw a few on the timeline as
the season goes on i definitely think all right now we have to mesh both subject matters. And when are
we going to get sports trading cards in this meta? I already got that's what courtyard is.
That's what I think a lot of these are just Pokemon. Right. And I've heard the card clip
card crypt guy basically said they're going to add sports cards. And that's why courtyard is
above everybody else because they have all four of them. And I think they're adding hockey soon. And last night I was, you know, ripping,
ripping packs was written football packs had the Monday night football fucking music in the
background. And I hit a Tam Ward rookie card, which was $20 in profit. I hit a John Matz.
I don't know. Johnny Matz, he's a Colts player. It was a $40 profit. And so the sports cards,
I feel like are under your yard. Yep. I think I was a $40 profit. And so the sports cards, I feel like are under
your yard. Yep. I think I was like $60 in profit last night by just ripping sports cards.
So it's just some of those things, man, like sports cards are another avenue you can get
into. And I feel like those are, I think my issue with sports was that the brand mattered like don russ versus mosaic versus like it would be the same i guess
year and i would like one would be dog shit because of mosaic versus the other one's don russ or you
know other way around whatever that was always hard for me to understand like what's valuable
i guess yeah i mean you get a 90 fair value so you don't really have to do a lot of math you
just scroll down like oh i just ripped the 50 pack it's worth 80 that one must have been valuable
so like even at the top of the page they show you your odds 90 90 is kind of crazy bro that's why
they're leading the market bro is that they have these 90 buybacks instantly go to a card shop it's
it's 20 so it's like anything's better than that obviously but that's what i was telling like i was gonna go to these card shops and start talking these%. So it's like anything is better than that, obviously. And that's what I was telling you.
I was going to go to these card shops and start talking to these motherfuckers.
I mean, would it not be a good business model to possibly create their own Gachapon games?
Like I know with Vibe Coding, you can Vibe Code this shit.
If you have a mass excess of cards, yes, you don't have to rip $25 packs,
but create $10 packs, get a Vibe Coder in there,
and put your fucking card shop on chain.
There's this guy, C-L-O-V-R Clover Cards.
He has so much inventory.
It's crazy, bro.
It's like, bro, it reminds me of the glass inventory guy up here in Seattle type shit.
He's got warehouses of shit, you know?
So someone like that, bro, they got it ready.
They could just rip packs all day long endlessly already.
So all they got to do is integrate like they did with whatnot and update their skill set one more time and boom
we got we've decentralized this whole thing a little bit better right that's the thing about
it though it's like a lot of these card shops they have like lots that they picked up a lot of 15 20k
or whatever i mean and that's all they got to work through. And yeah, it's cool. Put it online, digitize it. But let's say my shit takes off and you guys buy all fucking 15K.
And now what?
Now what?
Like literally like now what?
What the fuck do I do?
How do I open up shop tomorrow?
Well, all these cars are gone.
I don't have nothing to sell you guys.
So like that's another thing too.
Close for business.
Yeah, that's another one of the issues is that like even distributors have very, very limited supply of this shit.
And it just becomes difficult in that sense.
So I think that ultimately becomes an issue too is that the only other way to go do that is to go physically to a show and then go buy someone's collection or a lot out or something, right?
Because, yeah, let's say you go online, you take your little car shop and it's great and you sell out in this industry having
the money is probably the worst part than not having product you know a lot of these people
would rather have product and be broke and know that they can go get money at any point than have
money and no one want to sell them product or have to get 5, 6x'd on it, you know?
Well, aren't they making money?
I mean, like you just mentioned, the odds of you hitting the rare card compared to...
You're always losing money.
Yeah, so like take this for example, right?
There's a guy out there in the Pokemon world called Gary Pokemon, right?
He has the most amount of first edition Charizards out in existence.
Graded, whatever, right? 50 right 50 plus etc he's known all
over he buys first edition booster boxes and purposely destroys the box while he's opening it
why because every box he opens is one less in circulation and that's one less charizard he
either adds to his collection or that is not going to be graded out there this is basic shitcoin wheel
tactics right there yeah so it's stuff like that that when you start thinking about it it's
yeah but at the end of the day would i want the money yeah of course he'll take the half a million
but at the end of the day he holds so much supply that that half of that that that opens the door
for you potentially being in his market as well and stuff like that so a lot of these
older sets like they're there and you're not going to get your chance to rebuy them you know
depending on who they go to they won't be for sale at least not for another five to ten years
or it'll be five times the price so it's like yeah they make profit but once again it's how
do they get more cards to keep going is that one one? I'm just like, how did it like, because the guy that was on ThreadGuys show yesterday
saying that they buy the cards for 15% discount and then they sell them.
Yeah, it's like what I said.
So you go to a card show and I'll buy someone out.
Like someone will show me their TCG player, right?
Their little phone and say, hey, it'll tell me the total.
Hey, my collection is worth $1, bucks. I say, okay, cool. I'll give you 85% on the value, right?
He'll say, okay, cool. Well, here's all whatever we'll verify. And then I'll pay him 85% of the
1500 and he walks off. And then I get to eat the rest of the 15% if I sell that market value
and then potentially trade up trade down whatever
it may be right so that's what they do but you need somewhere someone to sell you a lot or a
collection continuously because once I sell all of that where else do I go buy at another eight
you see what I'm saying so it's that flow is what you need and there's plenty of people selling
collections you just got to go get collections and get people, you know
Like that's the unfortunate part of this because if you try to get it straight
You're limited as a distributor even as a card shop to you only get 50 boxes and that's it
You can't scalp you can't sell true in the sense of crypto because like these guys are only you're doing
You're doing all that math based on Pokemon, which is great and all but like as soon as like uh uh a fucking sports card goes up on on
crypto too the same way pokemon has started doing and these little platforms start adopting sports
cards these guys are just going to move that's going to inflate the entire available supply of
whatever these retards are gambling on they don't care it's pokemon or not and this started on sports
right this was what was that guy uh mr wonderful buying that the kobe and jordan autographed i mean that was a week and
a half ago in the world i haven't looked that up but i bet you there's billions and billions and
billions just like pokemon right like and all the rookie jordans that people assume because it's a
rookie jordan card it's going to be worth a you know x amount of money i mean you go from being
worth 50 cents to being worth
$4. It's not worth your life.
What we need to do is we need to buy
all the bulk and we need to
mark it up 2x and then sell all the bulk
for 25 cents instead of 12.
Woo-hoo! Let's go, baby!
That's how they do it.
That's what those dollar packs are.
Those dollar packs on these dollar
gachapons that y'all are playing for a dollar, bro.
The cards inside are worth like 12 cents, fam.
And then they'll put one $100 card in the like 20,000 of them in the middle.
You know, like, okay, good job.
Good odds, guys.
Yeah.
Honestly, no, I think it's better.
Like, if we go to sports cards next and whatever next, like, and then people will start making their own crypto native cards.
Like, that's kind of where I'm at mentally with cards right now it's just like we need the artists that are
here every day making their own variants of like collectible cards sort of like rare pepe's had
their little rare pepe run because there was a culture behind it like we we could easily have
a crypto card culture but we're just over here like vibe vibe coding right now instead right
well and then on that note i posted something up to the top just uh kind of sums it up in a sense it's x has been talking about courtyard
we've mentioned courtyard courtyard's been doing number one in nft volume for years now
but it doesn't break quote unquote mainstream right it's to the retail into the normies the
normies are talking about it i see it in regular pokemon streams etc but for us i mean it's it's nothing
crazy or special there's no token right and that's what he said it's like a lot of these people are
buying tokenized oh he was explaining he's like a lot of people were on blast buying tokenized
rolexes and doing all of that when no one actually cared about the watches right all they were doing
was farming blast gold now you're having these new platforms where everyone's collecting cards and no one cares about the cards
They're just trying to speculate on the platform's value itself when courtyard for the last four years have been doing just that without any issue
Right and no never caught crypto Twitter steam and it's because of that
I mean, it's just you rip a pack you have these set odds that either you hit or you don't.
And that's it.
Like, that is your loop.
And it's, oh, well, what's next?
There's nothing next.
You put more money and you go through the loop again.
It's either you win or you lose.
And it's that little fog of war for most of these people that lets them have that curiosity.
Once they clear up that fog of war, like they understand the game better, they'll be less interested.
Once they understand the margins and everything like me.
Well, it's understand it's that.
There's nothing else, bro. it's you put your money you either get more than what you put in worth the card or you don't and that's literally the loop ends you got to
deposit more money i think this is a great point because we've had this discussion even like bread
talked about it last week it's like no one actually wants to own any of this shit they just want to
speculate on the value.
And this is another example of that.
And like, what do we always talk about with these, you know,
hyper liquid is they have tons of revenue
and then they buy back their token and burn.
We see that with rec brands.
Well, who says that if you launch a token
that you have revenue through trading that instead of, you know,
obviously you have to go buy new cards, but using some of that revenue
to buy back your token and burn.
So I don't actually think it's a bad idea for these trading card companies to actually launch a token.
Yes, they can IPO.
And so the fact that you have other ways to basically create value for your token creates a flywheel of attention for your protocol.
Like fucking Courtyard is the behemoth here, bro.
It's T-Rex.
It's fucking been killing it but no one's
talking about it think about constitution now right apply that concept i mean obviously you
know what that is right where they tried to buy the copy of the constitution and all that shit
imagine that concept but like pokemon cards or whatever value grails like boom someone's gonna
buy the three hundred thousand dollars are now it's worth four hundred thousand because we just
printed the money out of thin air to buy the damn thing yeah i just think that having the token brings attention to your protocol and i think if courtyard
if they haven't like obviously i thought that their point system was an airdrop token but
recently when they launched the mobile app they basically said these points are eligible for you
to redeem more cards and so i'm like okay and that's on Polygon, which some people are calling this the polymarket of RWAs. And I think the fact
that Courtyard and Polygon are polymarket are both on Polygon, I think they're looking to IPO.
And so I'm thinking like, okay, how can I use crypto rails to speculate on this? Because it's
the leader. When we were just talking about when the prediction markets come out,
that there is no token in the ones that probably get invested
are like myriad markets because no one else,
like it's probably gonna catch a bid
cause there is no way to speculate here.
And you're starting to see that with cards
is it is like second or third place,
but it's catching a bid because this is getting attention.
And I think the attention is a lot easier to get
if you have a
token than having a stock or if you don't have anything to speculate on. And like you see,
people just want to speculate on shit. Like I talked about yesterday that Hide AI got $33
million seed round from PayPal. And there is no token, but people use the NFT itself to speculate
on that announcement and went from 0.09 each to 0.35.
And so if you do want people to talk about your protocol, you need something to speculate on.
And if you don't, if you're a crypto native and you want to attack crypto native people or you just want both of them,
I think having a token is something that you will benefit on through the Web3 space.
It might not translate to Web2.
It actually might cause more risk of your protocol.
But if you want people to talk about your product freely,
I do think you need some kind of Web3 native asset
to get people's attention.
So I've been thinking about this for like months.
Like this Ordex stuff I've been doing on Ordnose lately.
I know you guys aren't really Ordnose people that much lately,
but like I've been on cards for months,
like just straight in my head doing cards.
I did six cards yesterday, right, for example.
And like, I want to do a thing where I give people a token, just straight in my head doing cards i did six cards yesterday right for example and like i want
to do a thing where i give people a token like or multiple tokens or whatever is donated to us to
give to people like as a distribution mechanism when they mint art like because it's proof of a
collector that is minting some random one of 21 edition thing right and if they if that came with
like a token already like i think that model would be pretty interesting for some of these companies
to pursue like especially on an evm chain where you can just freely like
every trade is incentivized with an airdrop or something like that would be that would be
interesting like the word flywheel like make a flywheel right like i can mint make them like
i'm having so many issues on ordnance making people care about one of 21
cards like i have cards that are sitting there with like 17 of 21 unminted from the stamps
found here bro like people just don't care right so they'd rather pay the 40 shipping cost for a
fucking 25 cent card or some shit apparently what is that with this noms thing these fucking
pennies or fucking dimes like what the fuck that was sounding crazy, too. So those are airdropped to sense holders to select set holders
But homie was doing some weird floor manipulation shit
So he would airdrop a handful wait till the floor got to where he wanted
Then drop some more and then you know this nap bullshit
Was it the same artist because I'm pretty sure the artist died of sense
same artist because i'm pretty sure the artist died of the sense okay he's dead uh this was
someone just playing an homage to to i think his name was like richard chad or something or robert
or something anyway uh went through all of that and then right afterwards uh he dropped the second
collection um not even 24 hours uh into it uh second one started going being airdropped to people and then
plans of a token
on his own custom
platform on their own custom
token standard to come out next.
It's like, you should have just stopped while you
were ahead. They were worth like $600
when the airdrop first happened.
Sense holders were really happy. Good
community to airdrop to.
Very good lore and then
it's just as i don't mean like a better word uh the extraction started to to grow um they just
started to deter people so that's why price dropped from that five i think it hit almost
like 500 plus and slowly started to come back down.
Let's go to Allison.
How are we doing this morning?
What's up?
Hey, how are you?
I have a bunch of stuff as usual.
Chief, I don't think that you're down anymore.
That token has moved up and I'll start with that one.
So I was doing some research as I've been doing every day. And, um, I was not aware of this before, but it's been out for a couple of months.
Um, it has an app that is already in the app store. It launched, I believe, um, it has, uh,
um it has uh let's see um it's okay so there's a coin as well obviously um it's down from its
peak at 18 million but that does not bother me at all because the app has gone the app itself
has gone viral multiple times um posts on social on instagram Tik TOK. Uh, the app has 600,000 users.
There's 2 million items uploaded and, um, 108 million digitized second hand and secondhand
apparel. Um, it's really cool. I don't know. I'm like a fashion person, so I'm into it. It's the app is called fitted and the token is called fit coin.
And this is on Solana. Um, so I'll just pin all this stuff. I didn't do a very good job of
describing it, but it's already one Oh two. And you guys were talking for so long and I'd like
so many things I wanted to share. So I'm just going to try to whip through them, but I'll pin
everything. Um, and it will all be in the thread. Uh,
web three playboys is minting. Um, the second, um, why can't I not think of the word? Anyway,
the, um, people are flooring and it's just above mint price. Mint price on these is 0.03
and it's just above mint price. Mint price on these is 0.03 and the floor currently is 0.0323.
They are in the first come first serve of minting so it hasn't gone to public yet and it's about
almost 50% minted out. I was excited about this one. I still am like I bought two of them in the
pre-sale. We'll see what happens but But if you're waiting for public, that'll be coming soon. So just keep your eye. That's mincing on OpenSea.
100 people in there and had no idea what it was about it's not abstract called the ascendance
um tomorrow it's really early at 8 30 eastern they are going to be hosting a space where they
talk about their ecosystem the vision and like what the project's all about you can put that
on your radar if you were interested um then i found two fantasy sports things one, and these are very early.
Oh, I see espresso is already following one of them.
Um, drafted dot fun.
And then the other one's called leagues dot fun.
Then, um, we've seen since pump fun changed how they're paying out creators.
We've seen like a slew of people launching coins.
There's one that came
up in my like little alpha source just now, like as the show was going, it's called,
it's called human simulation coin. Um, I guess this guy is going to put his entire, like, this is,
this is his job now. And he's making himself an experiment he starts off with this is an experiment of myself
i'm unemployed and turning this into my new job i've been in crypto for five years and plan on
using this project to find clarity in the web3 space as well as for fun the launch has he been
unemployed for five years or like i have absolutely no idea i'm just I'm just sharing it because the token just launched within the past hour.
Maybe we go into that chat and ask him, hey, how long have you been unemployed?
That would be valuable.
He got 7% of the token and he has burned his 7%.
He tried to avoid snipers.
He said there were a few that got in
the tokens trading at 611k market cap um so that's something to look to look at and then
this one is super early with only 71 followers um we've seen this on all of the chains at this
point but now it looks like we'll have one on avax um it's called good g-u-u-d turning ecosystem impact into on-chain reputation from digital
scores to physical cards on avax so that's all i have today oh and i found one other thing it
looks like this will be on mega eth and they were part of um the mega eth accelerator and it looks like the most recent
cohort because those the most recent aren't listed um and that was just like a couple weeks
ago bread said um that they got back from that those aren't listed on the mega mafia website
um so yeah i'm sorry they were part of the Mega Mafia incubator accelerator.
And it's called CoSurf, Internet's comment section.
I know absolutely nothing about it.
There's no website.
There's no anything yet.
But, yeah, that's what I have for today. I found one, like, similar to the Blitz one.
You know how, like, in Blitz one, what was the other one that's the Mega Youth Mafia?
Probably not. There's a similar. Oh app yeah probably app um there's another website that
looks very similar to that one it's called stomp.gg it has like i saw that too it's pretty much
exactly the same kind of uh website where you just have a website with kind of like a piece of art and then
you just redirects you back to the fucking website back to the twitter and it's super techie on chain
monster pvp from like just looking and pattern matching this i think this is going to be on
mega eth too i don't think there's any announcement but just kind of looking at the fact that it has the same website layout makes me feel like it's going to be a kind of on-chain PvP monster that's on MegaEath.
So there's a bunch of stuff out there.
Obviously, a lot of the stuff that I was looking at last night was based off RWAs.
Brent's coming up here.
Maybe he'll prove me right.
I look at a lot of i look at a lot of
websites and so maybe we can get confirmed directly from the man himself is stomp stomp
stomp.gg is that a mega eth project brett bro how the fuck do you guys like what did i put it
what systems we're not even talking about
how do you know
the websites are pretty
the blitz one and
probably not website
look very similar
I was just looking for stuff and I was like okay
this is hitting my scanner
two people following it and then
super tech on chain pvp monsters
I'm like okay it says stomp stomp let me go to the website and I'm like I've seen thesevp monsters i'm like okay it says stop stop let me go to the
website and i'm like i've seen these websites before i'm like this is making e so i'm on it
yeah maybe yeah yeah so like man i need to be more cautious because like i've literally been
having calls with these motherfucking teams like trying to plan like stealthy follows so like
it's not like obviously anyone can do a
website like that and do whatever yes but like that's not the official branding or anything
it's just like template shit and that like we're waiting to officially follow them to like actually
like signify stuff so yeah you guys found some early alpha yeah like it's a it's actually something
that's been um worked on for a long time um and they've just been waiting for us to to like
actually launch it's someone that's just joined the
mafia recently.
They're actually a builder
in the ecosystem for
many years and they've been working on this on the side.
You're going to see them
come out and talk about it.
Have you seen a little bit of it?
I mean, any alpha?
Is it dope?
It's on testnet.
I mean, it's just like I'll give you a little bit of the thesis Any alpha? It's a dope? It's on testnet.
I'll give you a little bit of the thesis behind it.
It's like
Pokemon, just with
native crypto shit.
They recreated the actual characters
and stuff to be around Baruchain and
MegaEath and a bunch of other stuff.
It's on MegaEath and Testnet.
It hasn't been heavily promoted. The person that created is actually like a big defi
head he's just like he based all that sold it and now he's like trying to to do something else
um and his thought is just that like you need to create net new like assets and market structures
for like this stuff to actually get weird.
And that's what he's trying to do with the game.
Like as an example, right?
Like you needed, you needed net new market structures for ordinals, right?
Like you couldn't use all of the same old shit to like use ordinals.
You'd have new stuff that was created, new stuff that was propped up, new stuff that
was like these new micro structures that were, or micro markets that were like created and
like ventured into and shit.
Same thing with NFTs when they hit shit same thing with nfts when
they hit same thing with like some of these meme coin trenches and that's why he hated like the
404 because it tried to like blend the two market structures into one thing and no one really liked
that so um yeah like that's just the high level thesis pokemon crypto native uh trying to create
net new market structures kind of seems like you guys are kind of leading into more i mean there are some defy stuff but
it seems like a lot of stuff i'm finding is like utilizing the chain and user lighting gaming like
euphoria it's like a game like using try to like you're marketing a lot towards kind of
the left side of the barbell it's consumer inside yeah yeah i like that i i think a lot of these
brands they come out and they have like def5 protocols and like great great great we've got a bunch of those but the
fact that you guys are kind of leading with kind of stuff that would attract the attention i kind
of feel like it's going to be a like you're there's stuff going to be happening and products to be used
as soon as you guys go mainnet and i think that's where you kind of gain momentum and people using
the chain right so yeah i don't know if it's like like you know i want to temper expectations we're not far from
mainnet and like what's ready ready game day one versus like week one versus month one like tbd
um but like i would say a lot of the commentary that you're talking about is directly downstream
from amir and amir is he's the head of ecosystem he's the one that's like driving the mega mafia um the mega mafia program and he's like an xvc like he used to be on the vc side now he's
he's obviously on the creation side and his entire like thesis philosophy whatever is get these early
mobile teams and like really really really push them to like do net new shit, like create net new markets.
Like that's why like noise, right?
Noise today is not the noise whenever they came to us.
Noise initially was like a form of prediction markets and like a few other
things that, um, had like been done before.
And he was just really, really pushing them to like, you guys need to try to
create net new assets, like something that has not been done before.
Something that creates a new vertical, a new whatever.
And that was the same thing with Euphoria.
Euphoria is like, we want you to take something that maybe has already been out there, but like reimagine it.
Like start first principles, make this shit new.
And obviously you have some good successes out of that.
Others are still finding their way.
But yeah, it's a lot of that.
A lot of that's downstream of him.
Like he really pushes these people to do that kind of shit.
I found another one yesterday.
It was Predictly.
I mean, there's one on AVAX called Predictfully.
Wait, wait, say that again.
What was the name?
Predictly.
That's a great name.
Predictly X, coming soon on Meggie ETH.
It isn't just another market.
It's your market, your takes, your impact, your upside.
Obviously, prediction markets are taken off.
Obviously, noise is somewhat of a prediction market market is this something that you've vetted is this a
project that you heard of is this just somebody trying to get in on mega eth and prediction market
meta as it gets hot uh i know we will have like we do have some teams in the martin the mafia that
are going in the prediction market vertical but obviously different than like what you're even used to with like calci and in polymarket they're trying to do other net novel
shit um i'm not aware of particularly unless it is one of these other guys that have renamed their
protocol without telling me i do not believe so so i'd imagine it's probably just a fresh team
doing it from the general builder platform gotcha yeah i was that's kind of i was looking at and i'm
like ah this doesn't
look like a mega ETH website. Maybe they're just trying to grift onto mega ETH as soon as it goes
live. But I mean, obviously we've seen RWAs, we've seen, um, leverage trading, we've seen,
uh, predicting prediction markets, all kind of leading this kind of past month. So I think all
those are probably going to be find their way on mega ETH. And, I mean, you said it's coming soon.
So I'm not putting words in your mouth.
I mean, I think everybody's been waiting for MegaEath to come out,
and it seems like it's closer than ever.
So if you aren't ready, it's probably coming in probably the next month or two.
So I'm excited to play with it, kind of use it,
and see what you kind of – not say like I'm leading you.
Are you guys going to save our run runes we need some wrapped runes
pull stat yeah i don't think anybody can save those bro i don't think anybody brett how do
you feel i guess in terms of i mean not to to quote you or anything like that but i guess
similar to when barrow was gonna launch right the talk on the timeline was Everyone trying to speed up at the same time, right? It was shit
I would almost say that monad was about to come and release and they ended up backtracking and you know decided hey fuck that
Let him go
How do you feel now as you guys are preparing to get to that point?
but now there's also talks of monad and other i guess not necessarily competitors
but i guess the other person on the other side of the team uh is talking the same right and it's
almost the same situation as we had i'd say six months ago where it felt like then competitors
were trying to just rush to the door and so just do you see it as that uh not as bread
head of ecosystem or whatever but just as bread in general and just you know higher level view
kind of thing um i don't want to tell you something because i know it seems like it's a
loaded question but it's not like i just genuinely want to know if you feel that, you know? Yeah, I think, honestly, like, all I can do is, like, think about our model and then how other teams are likely doing it.
And it's, I'm not a big conspiracy dude.
Like, I'm mostly just, like, Oakham's razor, right?
The simplest thing is often, like, the truth.
And I think, honestly, it's just, like, everyone's trying to deliver their shit. And they're like, the dynamics you have inside of these teams largely
is that you have like the engineering team,
which would like sit for infinity
and build the ultimate perfect system.
And it would take five years to do it.
And then you have like the business team,
which is like, bro,
we got to actually ship this thing.
And like, we have some market dynamics
we need to be aware of.
And then like you ultimately land
somewhere in the middle
or probably heavier towards engineering because they have the ultimate say of like this thing's ready so like you get
pressed for timelines on the business side and then the engineering side says like look this is
the best we can do this is what we're going to try for try for and that's why dates keep shifting
because like engineering does best guess and then engineering goes look man we found this thing out
like it's going to take a little longer and that like this this thing often is is like double the
time of like what they initially estimated they always overestimate themselves and this was like
this is all industries this is like been my career right so i would say the simplest thing is just
that like it's just not it's just like working out this way that things are laying together and like
we're aware of um the rumors of other chains, like Plasma. You mentioned Monad.
There's a lot of these chains that are exciting.
So we are trying to stay cognizant of that and then trying to be as graceful as possible with planning our own stuff.
And then you probably have a two to three week window that you can shift internally to best place around other people's shit.
And that's what we'll do like we're
trying to figure out what numbers we have
around us for other chains we'll say
okay we have a bunch of announcements we're
going to be dropping over the next month month and a half
that you guys
I think will
like some pretty
cool stuff we're excited about
and then we're just like trying to
best line that up with our actual launch
and make sure that like there's enough like momentum going into it.
Yeah, because like as, you know, people who basically, I mean,
we show up every day, we have the show, we have our ear to the ground.
And so it's the curiosity is there.
We're going to want to participate.
There's other people like us in this space.
And it's just hard as, let's just say,
one of the consumers or one of the participants in this space. And it's just hard as, let's just say, one of the consumers or one
of the participants in this, that I guess the false sense of reality that a lot of these teams
have that there's more people around than there actually is, right? I mean, motherfucker, if all
of us aren't able to focus on what you got going on, the chances of what you got going on outshining
what everybody else got going on are slim to none, got going on outshining what everybody else got's
going on or something or not right not to say that you have to adjust a set team or anything
like that but it's like the vast majority of of ct at least all moves in one direction
if it's not in the same stream it's in the same valley right it's in the same something so to try
to sit here and say well we got five different casinos popping up and they all open this weekend.
Well, someone's going to pick somewhere, bro.
I mean, like, let's just be honest, you know, and it's just it sucks as the now one bringer of news and participant that always having to come to a crossroad.
Right. When in reality, it's like, dude, why are y'all trying to fight with each other
if it's not necessarily competition at the end of the day?
Which some say it is, some say it's not.
And at the end of the day, I mean,
it's competition to a certain extent, right?
Liquidity is a competition.
Yeah.
Liquidity is a competition for sure.
Like it's, you have to understand the dynamics of that stuff.
And as you said, like attention can only go so far.
I mean, we see it pretty consistently
that like CT will focus on something for a day or a week and then
you don't think about it for the next six months right unless someone's dunking on it on the
timeline so i would say it is identical to a lot of the stuff you see like you see this bickering
with like even nft like launches right like oh why would you put that mint a day ahead of this one
and like it's the same
just on a bigger scale right and like in larger liquidity numbers and like I think it would be
foolish for anyone to not acknowledge that there are secondary impacts from having proximity to
other liquidity events right like people are like need time to recalibrate allocate capital like prep
like it's just yeah it takes time and i mean if you space
it out you can let shit flow i mean let's just say mega eth comes out it's a fucking banger and
it does well and i mean i do well participating in there it would be smart of you to then drop
your second new chain and say hey man i see your pockets are a little fatter i got something new
for you to do too rather than both of you guys
trying to fight for me with my last 50 bucks at the door i mean eventually i'm gonna pick a side
or each of y'all are getting 25 or i'm gonna get you 20 20 and i'm getting a burger you know it's
like it comes down to those decisions and so i mean i'm just glad that you guys are cognizant
of it i mean it's not ultimately uh i would say a driving factor of how you, one, produce and
operate. But as an operator, I mean, you know what's going on around you, right? I mean, that's
the whole point of being the operator. And so, yeah, it's just, it sucks that once again,
it's starting to feel like, I mean, rumors and then, you know, the excitement is starting to come,
but it's now for two things at the same time, three things at the same time all over again.
And I'm like, fuck, dude. I mean mean we've been chilling for six months since the last kind of wave of this why now or or how did it work
out that everybody's at the same time again you know so just something to keep in mind i think
brett i've heard your uh your comments and like your internal dilemma with yourself is like you
see all these you know you see JP Morgan and you see Google launching their
own L1s you're like do we need another fucking chain and like the chain fatigue that's happening
in the space of trying to convince the people that are here that hey this chain's gonna do
something different and be different is that something that you're you know you're having
trouble like as launching a chain something that you're starting to realize is a tougher thing
other than liquidity is like actually convincing people that mega eth is something that's unique and why it
needs to be used and why we need another chain to do different shit um yeah so you're referring to
a post i did this like like two or three weeks ago where i guess i saw someone say something and
i was like maybe it was just like whenever one of these other corporate chains were being announced
and just reflecting on my own position of obviously I've been doing
this for almost a year now.
And it's just like,
sometimes like you see a lot of these other ecosystems having success.
Like I'm thinking about the domino ones,
right?
So you have,
you know,
Solana theory.
I mean,
but then you also have like other chains that have been out there cooking
for a long time.
Like move.
Sorry to cut you off.
For anybody that was minting the whole little web 3 playboys or whatever they cut supply from 6 to 3k
Putting this at roughly less than 5%
If anyone wants to participate if you're betting on times or anything like that
Go go look at it because yeah, they're making moves in that end
So sorry to cut you off, but people thought you know you know there were time zones but there's not anymore so no dog this is daily alpha that's
what this shit's about um so appreciate you uh yeah so like again like the key change you hear
about like obviously the big ones salama ethereum whatever but then like that it totally dismisses
other chains that have been cooking for many years that have a lot of partnerships that are doing like, like, see we aptos avalanche, like there's
a shit ton of fucking chains out there, bro.
And they've been like building connections and, you know, getting partnerships and all
this shit for all this time.
And so like every now and then in the doldrums or like, just like, you know, lonely night
or whatever, you're like, fuck man.
Like, am I i am i too
late to the race situation which i think all of us can actually um sympathize with just like broadly
across like everything that we do like every time we talk about this shit we're like oh it's too late
like we're too late we're too late but even though we tell ourselves we're so early um and a lot of
that like so it's just like one of those moments but then i like i sit back and as i reflect and
like whenever i think about like where this industry is going, right?
You see the Stripes and the Googles and whatever.
It's like, you go, fuck, man, like all of this stuff, like this industry is going so much higher.
There's so many, like it's literally everything is going to be on chain, using a chain, whatever, in all these capacities.
And if you accept that as fact, which I do, right, I'm a believer of this technology and these, these things, then you go, we need so, so, so, so much more capacity than we
currently have, right? You're talking about Ethereum with, you know, 15 TPS, even Solana
pumping at a thousand, which is the guy that's dunking on basically everyone else. Like, you
know, it's five X what base is today. you see all these numbers and then you realize like what the nasdaq goes at which is one of several um one of several exchanges across the
world which doesn't that just only just equities it doesn't count for you know like the bond market
or the housing market or fucking collectibles or random nft degen bullshit like all of these things
if we if we actually think all of these things will
eventually get swallowed up by a ledger on chain, then like a thousand TPS, like look at Hyperliquid,
right? Hyperliquid is a microcosm of like the broader financial system, but like it doesn't
have any equities. It's literally just like our own internals perp shit, which is 10% of
centralized exchanges. And it's currently running
at 20,000 TPS, like between 10 and 20,000 TPS, right? That's one, that's one venue. So if you
think that on-chain will capture a hundred percent of what centralized perps are doing or approach it,
right? Or that even just like the sector continues to grow, and then you include equities, and then
you include collectibles, and then you include, and then, and then, and then, and then, and then you include equities and then you include collectibles and then you include and then
and then and then and then and then bro you need you need hundreds of thousands of dps in order to
support all that and then i look at like what we're doing it's like okay so our current chains
which we think are cool are like doing you know between a hundred and a thousand dps and you know
we're trying to pump out like our test neck and run at like 20 25 000 something like that like
throw even we are inadequate like even today in what we're doing.
And we don't have all the tech that have all these other chains.
So then, you know, I come back and I'm like, all right, yes, we do need to continue to iterate on this shit.
Because if you don't, like we're fucked, we'll get stuck.
And it'll take 25 years for us to catch up to what this tech can actually apply to.
So like you're it's like a dilemma, right?
The people that have the current infrastructure think it works with the amount of people that are here,
but if you believe that the space is going to grow,
then you have to build things that are going to
able to support the 10, 20, 100 X amount of people
that are here.
And those people that have building that infrastructure
now are going to fail
because there's going to be a massive inflow of people here that that's
going to be a failure because that's not going to work. Similar to like when gas prices were a
hundred dollars on ETH, when a lot of people got here, that didn't work. So people moved to L2s.
So basically it comes down to is like, do you have enough, you're building something that
obviously you believe in, but no one right here knows that they need it so like ultimately comes down
can you survive with enough runway until the people actually show up to like a place that's
a desert right now but in 10-5 years it's going to be you know fruitful there's going to be grass
all over the place you're basically building a roller coaster in a desert right now and like
no one's coming because it's hot and it's a fucking desert but eventually you know there's
going to be seed clouding and then you know it's a fucking desert. But eventually, there's going to be seed clouding.
And then it's going to be Dubai.
And then there's going to be infrastructure building.
Everybody's going to come to your roller coaster because it's fruitful and it holds capacity.
And that's the only thing that can be used. So I think it comes down to, can you hold up long enough for this supposedly 100x opportunity where people flow into the space because it's a better product than actually traditional markets?
into the space because it's a better product than actually traditional markets is basically what
It's basically what you're betting on, right?
you're betting on right because you know i didn't know where you were going with a roller coaster
in a desert but i think it actually turned out to be quite a good analogy like tying it back to
dubai and like yeah building this thing for the future that like you have to let the thing mature
around you to like actually catch up to what it is for yes so like i think it was good and i think
like the best way for me just like succinctly articulate it is that
if you think the current infrastructure and the capacities that we have is good enough then you are net bearish our industry like that's like that's the fact like if you're if you're not
building for for another 10 100x like capacity requirement to facilitate like the demand that
this this technology can apply to then you then you believe that we are going down from here basically and that's not me so what would success look like
would be the would be the token price like multi-billion dollars like how would you gauge
mega eth being successful would just be like how many people are using the protocol and user like
what is like success even look like for me because i want to bet on it bro like i'm gonna put a
polymarket like in the next five years does meggy hold a 20 billion dollar valuation because this
is like ultimately your bet right your internal bet is like you think the space is going to grow
by 100x and people are going to need this infrastructure how is me as a someone how do
i bet on that do i just hold the token like i don't know yeah we're trying to we're trying to
we're trying to think like the best way
to like um communicate or convey like where our value is like the ultimate north star for the
the chain is to be useful and the the gdp of the the ecosystem that we grow is uh just continues
to be in up into the right right so that means like being useful as a foundational layer for
apps in a platform perhaps to build on but also to drive value of that to what will eventually be,
you know, our token.
Like, I don't think it's any secret.
We're going to have a token, right?
So, you know, we will be a token business
and we are interested in having a correlation
between the success of our ecosystem
and the success of our native asset.
Similar to what Hyperliquid does.
Like you have revenue and you buy back the token and burns
and then the token goes up gives attention to the protocol and it's just a nice cyclical flywheel
everybody invested in the token feels that you know the revenue that's generated on chain they
have like a stake in it so that's interesting i mean i'm pretty like i i think i'm bullish on you
and in your experience and i think that if you're in charge,
then I think this has someone
that actually understands the space
and it continues to grow.
So pretty excited about it.
I think that's an interesting bet to make.
I wish I could do like a more of a prediction market bet
on like the TVL and the growth
in the market cap of the token in the next five years
and put some money down on it.
Because that's ultimately what we're betting on
is that there'll be a hundred X amount of people in here and that they're going to need
faster tps and these other chains that are here right now can only support the people that are
here right now and once we grow that 100x these chains are going to be similar to ethereum and 21
where it's unusable so oh oh man we'll see dima go ahead brother you had your hand up no i just uh
i want to just ask Brad a few questions.
Thanks for having me on, guys.
Love the TDA.
Love the guys that host it. I just wanted to, first of all, not glaze too hard, but the way you break down certain concepts in crypto,
specifically like marketing conditions and what people want and what people are building for, it's honestly refreshing.
You're someone who actually understands that you need users
and you can't just build some shit that no one wants,
which a lot of, I think, products do.
I have a main question just about MegaEath in general
and managing different teams building on MegaEath.
How do you manage these two cases?
One, a team that is ready to go, ready to launch,
is probably pushing you guys to be ready on mainnet because their that is ready to go, ready to launch, you know, is probably pushing you guys to be, you know, ready on mainnet because their product is ready and they have users that want to use their product and they're sick of using testnet and they really want like they're ready, they're ready to go.
And then the reverse on that, maybe a team that's building a product that you really want them to be live for when MegaEath is live.
But, you know, their engineering team is saying,
hey, it's not going to be ready for that date, etc., etc.
That's like being a new founder.
You know, I'm building something.
We're building on Solana for the reason that we want to be live immediately.
And we already are live.
How do you communicate with those teams in both cases?
Okay.
So I'll start with the second one because that's actually pretty close to how we approached um main or not mainnet testnet right we had testnet coming and we're
like okay we want to make sure it's a day one act like festival that opens up and there's all these
things that are ready and what we did was we we approached teams and tried to have them change
their schedule around what we were doing because
frankly we were being a little selfish like i i think um i think it is nice to have stuff live
day one but i think if you are um and like that that that is good ultimately for chain people
want to do stuff like that's the moment of attention you want to capture it you want to
try to like have people leave with a pleasant experience in some capacity but i think most people understand you won't have a complete
ecosystem and i think it ultimately was um detrimental to us to try to make 25 different
teams coordinate to have stuff ready day one because all their timelines were totally separate
so that was like the first cohort of mafia that we were trying to push all them to do stuff i think
if we were to run it back especially with the second cohort we were trying to push all them to do stuff. I think if we were to run it back, especially with the second cohort,
we're trying to be more reflective of the past and say like,
look,
man,
it is better for you to have a proper product on your own timeline than
for you to selfishly,
again,
for us meet our timeline.
Whenever we realize we're like one day is not going to matter.
A week is not going to matter.
A month is not even going to matter.
Like this is a timeline of like,
we're trying to build something for,
for years.
So I think going forward, we would advise these teams to just
execute whenever their product is ready and not necessarily change their deadlines and harm their
product potentially for us, because we will be there. We are going to set ourselves up. We're
trying to position ourselves the best we can, I would say, for them to take their time. And as for
a team that is ready to go day one and they're're, they're pushing us and saying, Hey, like, we want to ship now, like, can't wait for
mainnet. I think if the team is having that position, and they're trying to put that on us,
then we are willing to let them go. Like, if you guys have to ship today, and you're not willing
to wait for us, then maybe this isn't the ecosystem for you we're pretty adamant that like look man like we're building something that we believe is net new net
different net like a value add to this stuff and if you do not think that that is true enough for
you to delay your product to ultimately wait for us i know you know some people just straight up
need money and like maybe that's why they're trying to ship but like take your own um take
your own factors at play and like and and make a decision based on
that right if you're if your app can actually run the same and be just as good elsewhere and as our
our chain which we think is like bringing that new value add and like should actually 10x your
actual application based on how you know responsive and high capacity the chain is if that does not
matter to you or to your app you know what maybe you belong
somewhere else like that's fine like we obviously would like high value builders but um we don't
want to like create resentment between each other just because like we all have our own timelines
and are trying to do our best yeah that makes sense i can only imagine how uh people that were
you know ready to ship on day one for monad feel because that's been delayed. Like, I don't,
well,
I don't know if they released the fucking,
I've heard it at any point.
I've heard it.
Yeah.
Like this.
Yeah.
Teams are like,
they've been cooking for like,
they were,
we were ready for six months and like,
man,
like we gotta,
we gotta go somewhere.
And like,
you know,
I get it.
I get it.
Yeah.
Okay.
That makes sense.
again,
like anytime,
like I see like a green field opportunity or,
you know,
even somebody's breaching it to me, like another builder, they're like, Hey, like what, what change should I build
And I'm like, it really depends if you want to go live now, if you're someone who, you
know, you want to wait and you want to stew, you should probably pick something that isn't
out yet.
That way you can be a day one, you know, day one operator, um, and, and, you know, have
all that launch hype and you'll probably get grants.
That's like a huge thing, obviously, um, get some kind of grant or some kind of support from the chain but if you want to
go now now now um then you know probably just launch on something that's already out um and
that's really it and like i know i know you just saying that on a space like you're a genuine dude
you wouldn't you wouldn't be like well you should just wait like you're pretty much just saying
listen if that's if that's what you think is best for your business then then do that and you know
again refreshing it's been a dope combo yeah i appreciate it appreciate bread coming up here
obviously we had a whole uh digital collectible conversation chief's big into the realm we have
decentralized up here allison dropped some alpha dima, Sam bread, just everybody. It was a great space. Appreciate you guys stopping by the show.
We host a space Tuesday through Saturday.
I think we're going to host one more show tomorrow and then we're going to
take the weekend off. Obviously football's on tonight.
You guys enjoy that and I'll see you guys tomorrow.
See you in the discord and I'll leave it here for chief to end it.
You guys have a great night and I will see you tomorrow.
Appreciate everybody that came out.
Appreciate everybody that made the conversation go and i mean always great to learn something to have
engaging conversation should even if you're just dumb i mean feel free to come up here and we'll
laugh with you it's better than nothing right um so we do this tuesday through saturday 11 till
about 12 12 30 just depends on the conversation and the people on stage.
After the show is over, there is a thread that goes out.
It covers everything that we talked about.
Use it as a resource for any alpha when you're doing your research later.
Interactions on that help us grow the TDA and also get us more opportunities.
So we'll catch you guys there.
You guys watch some football tonight.
Be safe.
Go scout some Pokemon cards.
Keep the hobby alive.
Do whatever you do to keep yourself occupied, entertained, right?
Thesis is the same.
Rate cuts are coming.
Just sit in the hole.
Don't overtrade.
Don't overclick.
And that's about it.
So we'll catch y'all tomorrow.
Y'all be safe and have a good one.
See you in the foundry.
