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THE DAILY ALPHA
Recorded: Dec. 4, 2025 Duration: 0:48:18Space Recording
Short Summary
In a dynamic discussion, crypto enthusiasts explored the latest trends in Bitcoin's bullish momentum, the launch of Polymarket's mobile app, and innovative projects like Hyperstitions on Monad. Key partnerships and fundraising efforts were also highlighted, showcasing the evolving landscape of the crypto market.
Full Transcription
Thank you. Thank you. Yo, what up? GM, GM. Can you hear me?
Ali, you good?
Well,
appreciate y'all for coming out. Appreciate y'all for having notifications on.
Man, I was
just thinking about this earlier. This app has
just gone to shit, really.
Messengers kind of fucked.
You don't really know if you're on a chat or an encrypted DM or something like that.
And it looks different than on PC.
Also, for you guys that are sitting there like, oh, I want my own custom handle, right?
That shit is $40 a month or whatever the cost it is to have the highest level
of premium you can't just go to the marketplace and get it if you're a regular user if you're a
base level grok user any of that you have to be at the highest level uh to get your name and then i
just wanted chief like just plain out like chief and that wasn't even available um so yeah that's a
a specialty name and then i have to bid for it or go buy it or some like that so
yeah it's kind of crazy how much money we put into this app now and
really ever since elon kind of took over and uh it's just unusable really so regardless uh bottom right hand corner seems like we do have
uh the ability to like retweet share so appreciate that make sure your notifications are refreshed
for the tda page itself um i know that that was a little iffy and some people weren't getting
notifications but we went live but anyway uh tuesdays and Thursdays for now. So appreciate y'all for tuning in.
And stage is always open too.
If anyone wants to come contribute what they're looking at
or something that they're participating in, feel free.
Check real quick.
Allie, are you back?
Are you there?
Did you make it?
Bruh. I guess not.
She's not even talking, though.
Give me a second, guys.
Hold up.
Yeah, she just texted me and said that she can't hear anything.
So we'll go from there.
We'll get M-Low up here, and then we'll kind of keep the ball going.
Yeah, Ali, just make a lap i'm low uh i mean did you make it up here yeah what's up reporting live from art basil yesterday i was on the street so that's what i was
gonna ask you uh since you are happen to be here uh and you know appreciate you for doing that too
uh give us a little update man um i know that there's a couple things going on right now is the Jack Butcher thing also going on in person as well
I just picked it. Yeah, so people who but I don't know if there's an in-person one too. So
Yeah, so Jack Butcher X copy people
Dimitri Cherniak and a few other really awesome artists are actually curated into the main
Art Basel fair this year so instead of being on a side stage a side event whatever they're
literally in the main stage and the energy coming from the 010 is which is what they're calling the
12 crypto galleries that are in Art Basel Fair itself,
is really immaculate. And I think that what Jack is doing, what Xcopy is doing,
what all these other artists are doing, like Beeple,
is bring in traditional collectors who otherwise wouldn't be looking at our side of the internet.
And I think it's a really awesome experience.
Would I like to see more crypto artists represented? Of course. Would I like to see it a little bit less corporate? Of
course. But like, these are baby steps. We went from literally side events to the main event. So
huge steps forward. And for Jack's thing, you can basically walk up to a booth, check out yourself,
and you pay what you want and check out. And when you check out, the amount that you pay determines how long the receipt is. So Jack paid $100K for his booth or $70K for his booth,
whatever it is. And each dollar or whatever that's going towards the receipt is actually
going towards his P&L for the booth. And it's an experiment to see if he's actually can recoup the
investment and maybe even make some money back on having this booth in Art Basel
That's kind of crazy too because it's like not only do you have to one get the prestige of being selected
Right out of the hundreds of thousands of shit
Let's just say this is a world-renowned event millions of artists throughout the world, right?
Obviously different pedigrees matter, but then you have to have the
means to also pay you know 100k 80k whatever the hell it is to exhibit and do all your stuff so
and i'm pretty sure there's a base level fee and then you know whatever it is plus or minus
something yeah and also because they wanted the crypto galleries in there, they actually gave them the booths half off.
So normally booths are anywhere from $150 to over $200k.
Jack and everyone else got it for $70k.
So typically, if you don't sell anything at any of the, let's just say Basel specifically on the main floor.
I mean, that's just, it is what it is kind of thing right yeah but you also have to remember
that this is an opportunity for galleries from all over the world to come and get some spotlight
and get the prestige of being at an event that has tens of thousands of people walk through it
over the course of a week and there's media reporting whatever there are there are galleries
from brazil or texas or remote areas that otherwise you wouldn't even hear of, wouldn't even be able to find online if you didn't know about them. And it just leads to a little bit more discovery.
galleries in the fair this year is because attention has shifted a little bit from art
basel over the course of the past few years since covid and they're trying to bring back attention
and one way to do that is to bring in the tech bros who have some money and want to throw it at
dumb shit like people's dogs that poop out paper with nfts and is it um i was gonna say i guess
we'll go down the list of the events but but I guess just lastly for a bit of information, is Eli coordinating all of the digital art experience side of things for the main gallery?
Or is that what I saw?
Eli, I believe, is the head digital art curator, basically, who brought in those 12 galleries and decided which art would be showing for those galleries.
So he went from basically working at at proof to working at Yuga. Yeah now he's
One of the head curators of Basel. No, that's cool
I mean like I was familiar with this pedigree
I was I mean he was very skeptical on the ordinal side of things when ordinal's happened first, right?
Amanda not so much Amanda was always headstrong and was always curious about the tech and just the
the i mean i guess you'd call it the medium right but leelai was always extensive i mean
i've had multiple multiple nights of conversation with him just about that right so very knowledgeable
it's cool to see this kind of expansion so i guess now let's just real quick ali are you up here
yeah i'm here.
I was there before, but I couldn't hear anything.
Sorry.
No, you're good.
I just want to make sure before we just keep going.
So, and we're just kind of taking advantage of Emlo being there.
Next experience.
Let's just, I guess the Beeple one, since you touched on it, right?
So we've seen the robots.
And I'll post something up to the top for those of you guys that are listening, for you guys to see.
It's almost like the robot dog that you've seen, right?
And then it has human heads and stuff like that. And then Emlo just mentioned a little bit about pooping out NFTs and stuff.
So if you want to give a little context or just say about it, man.
Yeah, so there are these robot dogs that link up to OpenAI and these custom models that people built.
Each dog has a different AI model running through it.
So you have an Andy Warhol dog, you have a Picasso dog, you have a Mark Zuckerberg dog, you even have a Beeple dog.
And each one poops out a different print.
And on the print has basically what that dog sees in its own style and it sees the other
dogs it sees the viewers it sees whatever but each one basically prints out a piece of paper
of those pieces of paper only 250 of those pieces of paper only 250 have nfts on them i had to wait
around for like four hours before i saw an opportunity to
get one because i kept scanning the floor to see if any of them had a nft attached and then once i
found one um i got people to hook it up but it was it was a long process and they're they're
very selective with how they're giving out the nfts but definitely worth going and seeing in person and what is it like
is it marked i mean i guess ultimately like you know it says it's there's a qr code on it and it
says digital yes or no i posted up top for the goes like if you want to see right now media did
a little video and you got them walking around i think that what you said first just to kind of
like i mean take in right that each output is the model's vision.
So it's like the robot's eyes.
So it's basically a bunch of kneecaps and shit.
Check what I just pinned to the top.
I actually won one of these people one of ones.
And this is the one that I got.
And you can see it basically.
It's in the style of Warhol.
And you can see other dogs. You can see it basically it's in the style of warhol and you can see other dogs you can see an elon dog and i believe that's a picasso dog on the left okay yeah that's pretty cool yeah i saw
you posted this earlier today i just didn't understand it um what exactly i was looking at
but now it makes more sense right it's from their height and everything all right that's pretty dope yeah and then the other thing is x copy had an interesting yeah and i guess to ask
on that how are they doing that in person because i know online i'll share a little bit for those
that want to participate um you can get and still get some bubbles but i guess the the in-person one
how does that work?
Yo, Emilio, you're on mute.
I don't know if you're talking.
So the in- Yeah, my phone froze for a second.
My bad.
The in-person is honestly a little bit underwhelming,
but I think the networked art aspect is cool,
and the fact that they're giving it away is dope so like
basically you go to a washing machine they hand you like a gotcha ball inside there's a soap that
has xcopies logo on it and also a qr code and on the back there's uh you scan the qr code go to
the bubbles.art and you can claim um to a thousand bubbles. And then also,
I don't know if you know this, but anyone that's completed, I think three OpenSea voyages
is entitled to 10 bubbles on each of their wallets that they've completed the voyages on. So even if
you're not here in person, you can also claim one for free and they're already selling for,
like, I don't know, it's cheap right now right now like 30 cents a pop but worth like just claiming and holding for a little bit and seeing what happened yeah i mean
the 10 year long experience um i think one bubble pops each day yeah i don't know if it's per wallet
or per the whole thing but it'll be an interesting experience to to see um i got it pinned up to the
top for anybody that's interested just x copies copies post OpenSea's breakdown of how it works
and the actual allowless spot.
And then you can go and participate, right?
And just a little breakdown.
It is capped at 10 million supply.
It's on Shape, right?
OpenSea has done a lot of stuff. And I mean, really, a lot of their partnerships have been with Shape, right? Lopency has done a lot of stuff.
And, I mean, really a lot of their partnerships have been with Shape, right?
I know that DK did one or a couple as well. So, anyway, bubbles will burst one by one until one final bubble remains in 10 years, marking the last bubble standing.
And it will win a prize so go to the site
use the official x copy link out of the ones that i posted right and then you can connect your wallet
and see how many you automatically get from doing your open sea voyages and anything like that so
yeah and then also i believe if you've ever transacted on shape then your wallet
would be eligible as well so definitely check random wallets if you if you mint it if you
minted anything on shape or even like swapped eath to shape and back to eath at some point in
the past two years or whatever um your wallet should be eligible as well and i think for holding
different nfts you might be eligible as well.
So I was eligible on more than five different wallets because of different things that I
was holding.
Did yours tell you what?
Because mine just gave me my bubbles.
It didn't say why I was eligible.
I had to literally go through each wallet, check if it was eligible, and then claim.
And then the other thing is they're having activations around the city.
Last night they had something at PizzaDAO.
I'm not sure where the other ones are going to be, but if you're in Miami and you're not going to the main fair, there are still opportunities to pick up some bubbles.
And like I was saying, there's already money on the line in terms of you can sell them instantly.
Not worth doing that, in my opinion, because I think that they're long-term holds.
And you saw with Xcopy's Flies on base, those got really heated at some point.
They were trading at $13 or $14.
I'm not saying that these go to that, but these are free and worth just putting in your wallet and forgetting about or letting it take shape and seeing what happens yeah no and i think that this is an interesting take on
networked art and unlike pack who charged a few hundred dollars per piece with the merge
and then people got like wrecked on that these are literally free so there's no downside to
doing it and i think this is like the most well-distributed art collection from an Art Basel activation ever,
because there are over 9,000 unique wallets that have already claimed different bubbles from this drop.
Like, I don't know if you would call it a drop, but whatever, this activation that XCopy is doing.
that XCopy is doing.
And at the end of it, it's kind of like a raffle.
At the end of it, people will,
one person out of the 10 million bubbles
will have an XCopy piece waiting there for them.
And then OpenSea said that if you're having any issues
of not being on the whitelist
and you know you've reached at least tier three
in any of these last campaigns, right? I mean, it's not necessarily a lot, but
it's you doing something on OpenSea. It says try disconnecting your wallet, refreshing the site,
clearing cash, and then checking again. That should get you all sorted out and set up. It
should be 10 bubbles per tier three, I guess achievement badge right when you go on your
openc profile it shows um through the campaigns where you ranked so yeah go check it out guys
it's essentially free i mean it's a couple cents of shape to just claim it itself uh and it's worth
it it's x copy it's an actual you minting an X copy piece, regardless of whether it's the
X copy you want or think of. I mean, this is X copy art, right? And firstly, this kind of stuff
is what got me into even wanting to collect and, you know, save money to spend on art was these
kind of experiences, right? Performance art and stuff like that so you never know i still have
all 10 of my bubbles so i wasn't i didn't lose one from yesterday so see how far you make it
right and it's essentially if you need it it's three bucks right he said it's a couple cents
each one you get 10 for free so there you go or 30 cents so whatever yeah and if you need the money
you can also sell them and buy spend the one dollar to buy the jack butcher n, and if you need the money, you can also sell them and spend the $1 to buy the Jack Butcher NFT.
And then you'll have all of the Art Basel or a lot of the Art Basel NFT.
Like exclusive.
For under $3.
Is Dai not doing anything there?
I haven't seen any activations from Dai, but it's possible that he is and that I just missed it.
I know he did something last year and he did something big at Marfa
So it's possible he's just taking it easy. Okay, because he's had a busy
Past few months. Yeah, I know at Marfa. There was a big one. Yeah, like you're saying there's that big experience there
All right, cool. Well, I appreciate it. I'm a little appreciate you giving us the information
I mean, I'm sharing some of these experiences
It's cool that you have these and that they're doing it to where they're cross experiences as well, right?
Typically, I mean, literally with that, you haven't, anyone hasn't been able to participate in any of these, right?
From the brothcos to the trading experience and all that kind of stuff, right?
Because of that, right?
I mean, I think they're the same thing.
But anyway, because they're only in person.
And so now you're starting to be able to have physical and digital,
whether digital is limited or not.
At least there is that experience or that opportunity.
So you're not always missing out.
Yeah, and I mean, it technically is limited.
They're limited to the week, and then there's a max limit on the bubbles.
So we'll see what happens.
And also, with regards to the jack butcher thing
it's definitely worth the dollar however much the minimum is yeah you choose yeah because you you
get a soulbound token and who knows maybe if someone comes in and buys a million dollars worth
of receipts or whatever and his pnl turns positive maybe he'll airdrop something to holders who knows
like jack's always experimenting with that stuff so definitely worth like trying it out and seeing what happens
yeah i mean he did that with even the last minute right which was the the shooting of the airplane
if you put placed a bid at all you were then eligible for the next experience, regardless of whether you want or not, right?
So just for more context too, they are Basil.
If you're there, go to booth Z5.
That's for X copy.
And then if you're not there,
you have until the 7th to use
and to go and to grab these bubbles online
or until they reach max capacity, right?
And like Emil said, I mean, it's not just people.
There's experience in codes everywhere
from in real life events that have nothing to do with,
let's just say X copy in the main event,
pizza DAO, et cetera.
So yeah, these might go quick.
And once again, it's an X copy original.
So appreciate that
man um uh ali you there you good yeah i'm good all right cool i'm here just wanted to make sure
so yeah um all right just a quick overview of some macro stuff and then we'll go uh into a couple i
mean that was one of the opportunities these were some of the opportunities i definitely wanted to talk about today so
we kind of jumped straight into that appreciate that mlo2 for context uh and then just as always
just going to read a little bit of tyler's thing um bitcoin is looking good right uh we were talking
about that earlier about the rally going into the yen carry trade with Japan, right?
Speculation or basically confirmation of rate cuts.
And then also with Hassett becoming the new Fed chair, right?
And him being very aligned with Trump.
very aligned with Trump. So there's that, right? BlackWark shares risk on outlook for 2026,
So there's that, right?
points to AI, stablecoin as the big forces. Polymarket launches in the United States. So
for any of you guys that have been on the waitlist for Polymarket US, right, and are trying to use
the app on your phone, go see if you are eligible to
be into the wait list already uh solana mobile announces secret token launch 30 airdrop i know
a lot of us have the seeker phone uh that's been a journey in itself right i think we ordered it like three years ago got it a couple
months ago so that's kind of where it was there is a new token coming out right and this is official
from the solana foundation so this is a secret token 30 airdrop to the wallet. But this is, I guess, an interesting part too, is that this morning,
because of this news, someone found or saw that there could be a potential vulnerability
inside the Seeker wallet or inside the Seed Vault, I guess is what it's called, right?
So I would activate my phone. I would go claim my Seeker ID,
which you need to have an individual Seeker ID.
It creates a wallet for you, right?
And then from there, I would, I mean, that's up to you.
If you'd like to use it, keep money on it or not,
I'm personally not.
So it says, Solana Seeker's core chip
found an unfixable security hole.
A critical hardware flaw has been discovered in a smartphone chip used by the Solana Seeker and other devices,
potentially exposing crypto holders to a complete device takeover and privacy key theft.
and privacy key theft.
Ledger found an unfixable flaw in the MediaTek Dementry 7300 chip
that can lead to a full device takeover.
The attack, whatever, you guys can read all of that.
No software can fix this,
this and as the vulnerability is built into the actual chips hardware the vulnerability
and as the vulnerability is built into the actual chip's hardware.
they've warned allows attackers with physical access to extract sensitive data including
cryptocurrency keys used to secure digital assets for one i mean it's pinned up top so you can read further into this if this is, I mean, most of us
do have the phone, right? But also, I'm not saying it's strategically cropped out, but it does seem
that last line right there is physical access to the phone. So don't bring your fucking seeker to
farm footsteps or whatever the hell deep end you you're doing to conferences don't give it
to other people out like that right i mean at the end of the day this phone has a wallet it has a
built-in seed vault right so kind of just coincides together with the upcoming airdrop that is coming
uh well yeah upcoming airdrop that's coming that's crazy uh the upcoming airdrop that's coming. That's crazy. The upcoming airdrop of the Seeker token that's
coming. So just keep that in mind. Keep yourself safe. Grab your Seeker ID that's required for
anything on that app. And just be on the lookout for that. And then we'll finish up this with
CalSheep partners with CNN. And also is establishing positions, I guess, with prediction markets in the biggest states, right?
They're receiving a lot of backlash from states that have natural gambling laws.
Let's just say Oklahoma, Nevada, New York, Maryland, stuff like that where gambling is legal.
Well, gambling is technically not legal in Texas.
It's not legal in Texas. It's not legal
in California. It's not legal in Florida. And so because of that, you're having prediction markets
now with a way in, ultimately kind of trying to find the loophole, right? So CalSheet partners
with CNN while also facing a cease and desist in Connecticut.
So just something to keep in mind.
What else?
Polymarket rolls out on mobile yesterday.
All right, yeah, that's about it on that end right there. And then you also have a little bit just doubling down on this kind of Cal sheet prediction market,
Polymarket stuff.
The talk of the town, right?
A insider, someone who actually works at Google managed to win a million dollars plus in his
last bets so I'll post this up to the top he managed to hit she managed to hit what would be
last bets.
So I'll post this up to the top.
the number one searched terms and people and things events just current events world events
for the last year right you know we're having all those recaps for Spotify and all this shit. Well, Google does the same thing.
Well, yeah. So a random account who has 100 plus K on a Gemini market just won over a million dollars.
They won every single Google market search.
And so, I mean, we've heard of this whole potential market manipulation, right?
Or the fact that it would exist when people knew that they could make these things occur themselves.
And so now you're also more and more people aware of it, right?
So 1.15 mil P&L for one day seems like an insider at Google with 100 percent hit rate on the end of your list.
And its previous six figure win was when Gemini would release Netflix, Spotify, Google,
a small set of employees will have access to data like this, and they will have the ability to make life-changing money. So we want, you know, I guess to remove the rails.
So make, I guess, equality for all, you know, make that remove this financial wall, etc.
Anarchy, decentralization, right?
But at the end of the day, everyone's sitting here bitching at CZ about 1010,
right? Everyone was crying when the whale from Hyperliquid was out here mass shorting the market
with $500 million trying to make whale groups on the timeline to go liquidate this guy, right?
So it's the trade-off. I mean, if you don't want the cops, you gotta be okay with
potentially your house getting breaking into
and you gotta figure it out, right?
You don't want the cops.
If your neighbor's house get robbed or whatever,
if shit comes to you, I mean, it is what it is.
So, yeah, congratulations to them.
Like, I mean, Crypto Gorilla said,
more and more people are gonna change their lives
once they figure out that,
hey, I'm in a position to make money off of this shit
Hey, I work at spotify. I know who the number one artist of the year is all I have to bet is what?
Oh, okay, cool. And I mean that's just I think base level
I think that's I mean inevitable
When we get to the point where they make these things occur
I think that that's I mean it's not an if it's a
when then we have a bigger problem right because it's oh i'm the engineer for this oh okay well
i'm gonna make this person win right oftentimes we see oh number one album of the month or song
of the summer and i ain't never heard that shit ever in my life um and so i mean it exists but
anyway um any thoughts on this did you have did you see of this? Allie, I know not quite sure I understand it yet.
I'm still trying to figure it out.
But on Monad yesterday, like a new kind of prediction market launched.
Just one second.
It's called Hyperstitions at Trade Self-Fulfilling Prophecies on Monad.
at trade self-fulfilling prophecies on monad so it's a prediction market built around
hyperstitians ideas that become real through collective belief um so i'm still trying to
wrap my head around this one and i don't think their first market has gone live yet the token
went live yesterday um but i think that the first market goes live today
so it is when you go on their website though it's kind of funny at least it was funny to me
uh you can put in your um twitter name and then i guess it like crawls your tweets and it makes up
like a market based on things that you've tweeted about.
And mine was, uh, will Allison lock down housing before an emotional collapse?
So, um, yeah, I thought that was pretty funny and fitting since I'll be moving like literally
in less than a week.
I didn't have an emotional breakdown, so I'm proud of that.
Oh, but I did get close.
Um, but I think this is one to watch uh wait and i did have one example of um how how this like uh coming to fruition thing
works they gave the example of solomon labs the sale on metadow i think that happened um towards
the end of maybe like in the middle of last month um It was a token sale on MetaDoubt and it closed with over 100 million in commitments. And that jumped from that jumped from around 12 million in the final minutes. A Polymarket user placed $50,000 across high threshold markets just before the close and
profited like about half a million dollars from that.
So it wasn't like the existence of the Polymarket created the incentive structure that manifested
the predicted outcome.
So this is the example that they give for how this market is going to work.
I think people should check it out. Like I said, I'm still trying to like understand it,
but I think it has some potential and it's going to focus more on like cultural things. So just
try to set itself apart from Polymarket because we know that Polymarket and Kalshi have established
themselves as the leaders in the prediction market space.
And there are lots of smaller markets popping up on various chains.
So this is one to watch.
And again, it's called Hypersdictions, and that's on Monad.
Yeah, I saw people talking about it and I guess trading the token or looking at it like that so
that's pretty dope i didn't know too much what it was but i saw it was cooking
uh what up sam jim hey what up what up x i mean um pardon me what up chief what up allison um
emelo oh allison um i went and i went and followed up on that what is the exo labs and
Yeah, I went on the website and you do what's his name?
I tried to go up there. We need some sort of master or something to get in. I did anyway
Wait, you got in? No, I didn't get in. That's what I'm saying.
And I followed him. What's his name?
What's his name?
The dude that was up there.
I can't think of his name.
He was one of the main guys up there.
I followed him.
He followed me back.
So maybe I can go up there and inbox him and see what I got to do.
He's trying to, you know, gain.
Go ahead.
So on Tuesday, it was in beta like i said and you could see
like some of the bubbles and you could read some of the market information but then i went back
onto it like later in the day and i did try to like break through myself as well i also tried
but i couldn't i couldn't get through um but later in the day, like, the entire site went down.
So, like, it was giving, like, a gateway error.
So I, when I mentioned it, it had literal three followers.
So I think they're just still, they're still rolling this out.
But I'm really interested to see how it develops.
Because there was some very good information on there.
If you manage to, like, get the site to load yeah okay thank you yeah we had the uh launch earlier today um i don't know if there's
going to be a relaunch or not but uh the wet token right from jup. So I'll post that up top.
Yeah, it sold out instantly. Max cap was 1,000 USD. And then I think, I'm not to say I think,
but it was more or less botted. And so people are just wondering what exactly is going to be next, right?
All allocations which are vested have been programmably locked via Jupyter's lock system and are easily verifiable on-chain.
Wet token for successful contributors will be claimable December 9th at 9 a.m.
And then I'm going to post all the information about the token itself.
If some of you guys didn't manage to participate but want to play the token and grab some, all the information is there, right?
Sale allocation, 30 mil, 3% of total supply.
Purchase price at 69 mil, fully dil wallet cap 1000 USD and start time the fourth
today and time today first come first serve so and it is to power their humidify which is in a
sense grabbing Jupiter's lending protocol Jupiter'siter's swap system uh and now use
pools right so it's them expanding similarity or similarly uh into what meteora does right
but directly through jupiter in their own pools so all the information is pinned up top for that
uh for those of you guys that are interested.
And then also I would just keep notifications and follow the account itself.
The Jupiter one, because I mean, that's them talking about whether or not they're going to redo it. Right. It says the wet presale was very hyped and a lot of people wanted to get in.
Bad news. A few botters were able to use bundle
transactions and snipe a substantial amount of supply in seconds uh just a little pr you don't
gotta say shit like that you can just say hey it was botted because now the fact that you said
substantial amount even if you try to play it off uh people are going to hold you to that and be upset that you know you let a
substantial amount go to bother so just sometimes the more you say uh fucks you and so yeah anyway
good news after discussing with the humidified team we are going to find a solution to ensure
a more equitable distribution details coming soon is coming soon. Stay tuned.
So, throw notifications on.
I would try to participate in this if you get in.
If you can, I think you will do well at the 69, right, FDV, even if it is only initially,
similar to how Monad did, right?
Monad, you had that first initial dip
And then had a nice rally a two to three X rally from ICO and then
ultimately retraced at its thing so I
Would be on trying to participate in that especially if they open this back up
And probably have some type of anti-civil mechanisms
Next couple opportunities for you guys we talked about
some of the art ones a little bit earlier uh another one we were watching and have been
watching um the meganachi uh feminachi kind of thing right it's like those uh rabbits we've been
covering this i think for almost six um shit i'd say about six months plus but anyway uh we did a lot of the
testaments uh this will go live on mega eth right i know that mega eth has slowly kind of has its
cycles when it had its ico when everyone was committing it was the talk of the town
and then monad came and stole the attention let's just say for a week or two. Monad shitters are running.
You got Monad projects dropping.
You got just the whole overall participation.
And then I'm pretty sure attention will shift back to MegaEth.
So anyway, check if your wallet made it in there for Meganachi.
I know a lot of us were participating and minted a bunch of the rareable stuff and whatnot so
there's that um and next the moonbirds right we told you guys to mint those moonbirds collectible
boxes um obviously expanding and you know with that being said too um Moonbirds is ran by Spencer, who owns OCAP Games. OCAP Games is the company that provides and makes physical collectibles for Pudgy Penguins.
It's almost like this big circle. If you get yourself your hands on some Pudgy Penguin cards cards the tradable cards the vibes they're made
by okap right so anyway uh it doesn't surprise me that inside there's going to be random collectible
cards and card packs for moonbirds so they revealed what's inside they revealed one of the
actual new um i guess characters right it's a moon bird. And they'll have a stream later on today that'll fully break down.
Or I'm sorry, yesterday.
Sorry, they had a stream.
You can go back and watch that fully broke down exactly what's going to be inside all of those blind boxes, right?
You can buy them on Collector Crip if you want and still trade them.
And then you'll also get uh what people are
thinking is a qr code for the burp token so have in mind i mean once again i told you i think burp
is dropping on breakpoint so and then um lastly just kind of all same thing going together um
haritos right they are inside web3 they did I mean, they've done a couple of things,
right? They've done their own NFT projects, and they're kind of on the timeline consistently.
They have an exclusive collab with Pudgy Penguins for another physical collectible as well,
a card. So if anybody wants to grab it, or if anyone is out there in Miami,
if anybody wants to grab it, or if anyone is out there in Miami, pick one of these up. Typically,
these cards are free, let's just say 100 bucks, 150 bucks. And I mean, you literally just asked
for one, right? And you just made yourself some money. So could be lunch could be a part of your
ticket out there, whatever it may be. I mean, it's just it's free money. So don't sleep on that.
I mean, it's just, it's free money.
So don't sleep on that.
Next, later on today, we have the Omnia, right?
I told you guys that I think Sappy Seals is a good entryway
or a good way of getting exposure into Monad
if you don't want it just direct holding spot or anything like that.
Well, Omnia is their flagship flagship let's just say product right
think of it as a turn-based final fantasy games right but also with a mixture of pokemon
so less just random button smashing and rng and more so chess and you know strategic
counters etc so if any of you would like to play and try it out for
the first time all that information is pinned up top you do not even have to download the game you
can play it inside the browser itself you don't need a sappy you don't need anything like that
right we asked you guys and we told everyone to sign up months ago right in may
when it first dropped so omnia play test uh the schedule itself i'm gonna post that up there if
anybody wants to do it just follow that post but thursday friday and saturday from 10 i mean from 12 p.m eastern to 8 p.m eastern so eight hours for three days
you can watch it on stream if you don't want to play or you can sign up and play yourself
if i were you i have more fun doing shit myself than watching others do it but you're at work
you're whatever it may be i understand so check that out um especially if you like card based games or or
turn based games or anything like that it looks interesting and i'm definitely gonna not only pick
up a sappy but um definitely be playing so do you have anything ellie yeah i do um one of the
top accounts followed in the past 24 hours is called Bandits.Fun.
And I know B&B was kind of hot about a month ago, a month and a half ago.
But this is going to be on B&B and it's definitely one to look out for.
It's a new game.
And like I said, it's called Bandits.Fun.
And I'll just read about how it works and then I'll pin it to the space.
There's two main parties, bandits and the sheriff.
The bandits must stake USDT to buy gold.
The specific minimum ratio is 10% of the dollar value of the gold.
An example would be a bandit wants to buy $1,000 of gold.
The minimum amount they must stake is 100 USDT. So their total cost
is therefore 1,100. It is highly recommended that the bandits add buffer. You can get liquidated in
this game, by the way. What is a buffer? Buffer is additional USDT on top of the minimum 10%
required that isn't included in the
rates. Just as you would over collateralize your position on Aave, it's the same principle here.
What is a rate? Every six hours, there's an interval and within this interval at a random
time, a rate occurs. 10% of the staked USDT excluding the buffers is rated and it's used
to purchase gold through a 15-minute swap
and then redistributed proportionally back to existing gold holders.
The most likely scenario to occur is Bandit's gold holdings increase,
therefore raising the USD value of the gold holdings as well as the gold price increasing.
Consequently, the notional amount of USDT that needs to be staked
is increased too. If the user is unable to meet the collateral requirement, they will be liquidated
and their gold and USDT will be sectioned off into different compartments with the main focus
on the protocol on liquidity as well as buyback and burns and redistribution. There are exits and
there's a multitude of options to exit, ranging from a one hour delay with a 50% fee to a 24 hour
delay and there's a 0% fee. Once the delay is complete, the protocol, once the delay is
completed, the protocol completes a 15 minute swap on the Bandit's behalf to exit the position.
There is a custom and permissioned A&M, and the system has been built out and audited, which means external LPs cannot be formed.
They are calling it a perpetual buying machine, and it is launching soon on BNB.
So I'll pin that up now, but it's interesting. I'm sure Asia is going to love that game.
But if you are into BNB, you might like it too.
So I just pinned it up now.
Oh, and thanks for everyone being patient with me on my lack of alpha the past few weeks.
Just a couple more days to go and then I'll have tons again.
So thanks for holding it down, Chief.
I appreciate it.
You're good.
I appreciate you showing up. I appreciate everybody that comes out too so i mean that's
kind of what makes the ball roll right is everybody contributing and just you guys working with us so
um shit that's more or less it appreciate emlo for coming us and being the man on the street
uh direct learning about any opportunities that are there. And not only that, but breaking it down, because I was just going to give you guys links and
tell you to do your own research.
So once again, if you're able to get out there, go check it out.
There's a lot of these quote unquote free opportunities, right?
That you can get something, see something, and also be a part of it, right?
Be a part of the actual performance
art or the experience. So for those of you guys that do want to keep, I guess, track of what we're
doing or just catch us next time, we'll be here on Tuesday. We're running the TDA Tuesdays and
Thursdays for now. Easiest way to keep track of that is just having notifications on for the account itself
doesn't tweet besides just a reminder for the show so appreciate everybody that came out shared the
space contributed likes retweets comments emojis etc goes a long way uh cda stay poor
catch you guys on tuesday and y'all have a good rest of your day and weekend, okay? Y'all be safe, guys.
