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♻️THE DAILY ALPHA♻️
Recorded: Jan. 15, 2025 Duration: 1:50:13Space Recording
Full Transcription
Appreciate that.
You guys could like and reshare the room, get this circulating, start getting it filled
up, and we'll kick off this week, man.
Once again, having a little bit of just kind of, not necessarily difficulties, but trying
to accommodate X a little bit more.
It has a lot of ice on the road still, right?
Conditions haven't had it to where the sun comes out and melts the snow or melts the ice
down.
So just out of a precaution, right?
Appreciate Trill.
Appreciate everyone else that helped me last week and that'll be helping me this week.
But just making sure that he's not stressing over the show.
He can kind of get his route done, get his job through, and we can keep the ball rolling
on this side.
So appreciate that, man.
And shout out to everybody that listens on the recording, right?
Interacts, retweets, the threads, et cetera.
It's really been opening up the door for us and opportunities and leading into this new
year.
What up, Trill?
Jim?
That's good.
Yeah, man.
Good to be up here, obviously.
As far as X, it's 51st.
No real reason for him to be going crazy on the show and then driving on ice and snow.
But yeah, we're here, man.
I appreciate Gambler coming up early as well.
Also, you know what I'm saying?
Retweeting and liking the room is great.
But if you have some outfit to share or just want to come talk about some topics, the stage
is always open.
The main thing is don't come up here shilling anything.
Because, you know, Chief will just boot you.
But at the same time, we're open to hearing what you have.
There was a lot of, I think last week, there was some good people that came up and dropped
some alpha and some good plays and opportunities.
So again, there's no gatekeeping here.
Just request and we'll get you up here.
Yeah, I appreciate you guys stepping up and helping.
I also appreciate you guys out there just being so adaptable with us, right?
So easiest way is just throw notifications off for TDA.
We don't tweet anything or retweet anything from the primary brand account, right?
Just Allison's thread and space reminders.
So if there is any inconsistencies, if you have to change, if you have to kind of pivot
or figure out what we need to do, hopefully nothing major, right?
Especially now that we've kind of set up some type of system.
But if anything, you can find all the information there.
But say what's up to Gambler and then we'll get right into it, man.
A couple of macro news today.
Really sent our market with some green candles.
So we'll kind of take an overlook at that and just keep the ball going.
So GM Gambler, what's up?
Appreciate you for coming up, man.
And how are you doing?
I'm good, bro.
What's up, Chief?
What's up, Trill?
TDA State 4.
Yeah, shout out X, man.
Doing his thing on the roads.
We appreciate him and looking forward to having him back soon.
Yeah, looking forward to TDA.
Hopefully we can get some homies up here and go on with the show.
Yeah, appreciate you coming up, man.
Filling in, helping out.
So we'll get the ball going.
So as you guys saw, we had a little bit of a dip right over this last, I would say, week or so.
We kind of knew this would happen.
A lot of people were suspecting.
I was suspecting this would happen.
More so kind of a sell the news event, right?
We had the sell the news somewhat early, which was that kind of drop down to, you know, 92.
So I'll hit that 175 range, a little bit lower.
ETH hit under 3K.
And then now starting to feel a little bit of the relief side of things, right?
And more and more bullish indicators leading into Trump being inaugurated, right?
Next week's going to be a big week.
A lot of this is people trying to either price in what's going to happen or speculate for what's going to happen.
So I just wouldn't be surprised if we do have maybe a potential little dump off or anything like that.
But we had CPI data come in today looking good, came in under expected, right?
And then on top of that, you have a bunch of just bullish news coming from the Trump cabinet, right?
Really leaning into the crypto side of things.
So it's also sending the market into somewhat of a frenzy, right?
So it's looking good.
So a couple of things I'm going to pin up top and then we'll kind of just go over this and keep going, right?
Man, this is the area where X really dominates is all this macro stuff.
But first and foremost, we got the US, the CPI print came out, right?
Expected was supposed to be 2.9.
We received 2.9.
US core was actually less, right?
We expected 3.3.
We actually got 3.2.
So then you saw it seeing a little bit of just market reaction due to that.
Backdooring it with Trump coming out and saying that he's planning on establishing not only a crypto ball, which is something new, right?
So within the first, I think, couple of weeks of him being in the White House or anything like that, they're setting up a crypto ball that you can pay.
I think it's 2,500 bucks to be able to actually attend.
There's probably, you know, hoops and shit that you got to jump through.
It's not just the, hey, the money, here it goes.
But there will be a crypto ball with all the crypto leaders of the space and just really kind of ushering in this new era of just innovation and just revamping all the crypto policy, right?
So his cabinet already came out and spoke to the SEC saying that they were going to revamp crypto policy over the weekend as well.
We had the SEC come under strict fire as to why there has been no clarity or regulation, right?
Really, Gary just getting the shit end of the stick on this, but he's on his way out the door anyway.
And so in a sense, why not kind of not kick him while he's down, but just kind of kick him while he's down, right?
A lot of people are just tackling this up on top.
So the news about the official crypto ball, I just pinned it up top, is called The Crypto Industry is Holding Its Own Inaugural Ball January 17th, so two days from now, swearing in in honor of the swearing in of real Donald Trump and J.D. Vance.
The event will be hosted by Bitcoin Inc. and Stand With Crypto.
So tickets are going for $2,500 a pop.
Link is there.
So it's in Washington, D.C.
If you're out there, if you're going to be present for it, right, there is a bunch of other stuff going on as well.
There's going to be free Ross campaign, some signs that are going to be going around, right, for that inaugural speech.
So it'll be cool.
It'll be a dope day, in a sense, just to see where our industry goes.
And if it's the sell the news event, right, you backdoor it with more positive government crypto friendly news.
Government says that Bitcoin that was seized should be returned to the victims, right?
So not only that, I was asking and I had been asking here on the show, what can we do?
What are we going to say when Ross gets out or if Ross gets out?
And he asked for, hey, where's my stuff?
Is there some type of statute of limitations or anything like that?
Is there some type of, you know, and in reality, it's like, yes, you could technically pinpoint what Bitcoin is Ross's, what Bitcoin isn't, what is from, you know, like this Bitfinex and just different fallouts.
But at the end of the day, I think that this is going to be a harder thing, right?
They've been actively selling this out and it's being more or less confiscated.
I do think that it's past the statute of limitations and you can't really do anything about it.
But we'll see how it plays out when he gets out and if he even does a qualm, right?
It's one of those things, too.
It's like when you get out of the hornet's nest, last thing you want to do is be like, yo, is there a place where I can write a review?
No, like you're out, get the fuck away, you know, like leave that behind.
And if it really doesn't matter, not to say that millions and billions doesn't matter, but it does.
But come on now, if he builds Silk Road, he probably has a little cash somewhere.
He's been getting kind of not necessarily taken care of, but he has support on this side of the world, too.
So it's just one of those, oh, if I if I can get out of this, I promise not to piss off any, you know, bears or poke poke the bear anymore.
And so it'll be interesting to see if he even tries to fight back for it.
But a lot of news in terms of just clarity and just overall government involvement now with crypto, right?
Whether that be positive or negative.
And that's ultimately going to somewhat balance out any of the extreme volatility that we've been seeing.
A lot more of these V-shaped recoveries to where the V is eventually going to go less deep.
And we'll be able to even move markets a lot less based off of news.
So, Shekinah, any news?
And GM, appreciate you for coming up.
I know that you got maybe a little bit to say on all this legal kind of clarity that's somewhat coming to our industry.
But any comments?
Well, I was basically on it.
I came up because I knew you had mentioned the crypto ball.
Like, I'm not going to that just because I do know a lot of people that are going.
And, I mean, yeah, because I think you originally said it was next week, but I just can't say it was Friday, which I think you pinned it up to the top with the correct date.
But, yeah, like you said, it's Bitcoin Magazine.
You know, it's the Stand with Crypto, you know, kind of coalition that, you know, that's going to be there, you know, that's going to be there as well.
I suspect that because from knowing D.C., I suspect that it's going to be a lot of the crypto lobbyist groups, your Blockchain Association, Coin Center, Digital Chamber, a lot of those folks.
Maybe you would have some of the freshmen, you know, like congressmen or the same congress folks that have already been like pro-crypto and been at every other crypto event speaking.
Because if you look at the way the invitation words, words it, you know, it says it's in celebration, you know, like of Trump, you know, and Vance and whoever else.
And so I'm like, so there isn't a guarantee, obviously, that he's going to, you know, that he's going to be there.
And for the price point that it is, and I believe, I mean, in the chat group I'm in with the D.C. folks, I believe the $2,500 tickets are sold out.
And so I think the $5,000 ones are the only ones that are open, but the VIP are $100,000, which I'm suspecting that the people that are paying $100,000 may be the ones that actually maybe get in the room with him based off of what people were paying last year.
What was it?
Wasn't it a lot cheaper last year?
No, no.
Remember?
Like, how much were the cards, right?
Because I know that, like, the people that got to go to Mar-a-Lago, like, right, Malcolm and Frank, ultimately they were in cahoots with Polygon when all that shit dropped.
So it was probably a little easier for them to acquire the cards.
But in a sense, like, was it USD value roughly always been around this $100,000 or so a meeting?
Or was there ever, like, a deal that going this route is a lot cheaper than his traditional meet and greet route?
No, like, I remember the, he did a meet and greet at Bitcoin Nashville, and it was around, what, $100,000 for the table.
Like, so not even the Mar-a-Lago thing.
And so I think, yeah, he just commands a higher price, which is crazy to be able to get in the room with him.
But, I mean, I, like, it's Friday.
I have no reason to think that he will be there if he's there.
I'll certainly send some pictures, because like I said, I know a lot of people that are going.
I'm not driving down for it, and I wasn't paying for it.
I did ask for a free ticket for someone I know, but they're having another plus one come.
But, yeah, if I hear anything, I'll certainly, yeah, let you guys know and put it in the group chat.
But it also came up on the Ross thing.
Yeah, like, he's not going to be able to get back that money, because it's criminal forfeiture.
The thing is, he committed a crime, and, you know, the proceeds of a crime, the government has the right to take.
Isn't it, yeah, that's what I was about to say, and don't you get into, well, I guess the legality of words, right?
That's literally what it comes down to, is if he's, like, pardoned versus if he's acquitted, right?
Like, one of them is, like, saying that this shit didn't happen, or the other one is just saying that, like, hey, you've been in there excessively, and we're letting you out, right?
Yeah, the pardon don't mean that you're not guilty.
He got convicted.
So, yeah, it doesn't, like, it allows them to get out, but it doesn't, like, vacate the, you know.
Okay, I thought, I think a lot of people, myself even included, you know, confuse that sometimes with, like, they're going to come back and say, the same way that they did with Tornado Cash or something.
Hey, it's actually not a crime, and we're sorry kind of thing, and, you know, our bad, GGs.
So, that's not really what he's going for.
His is just, yo, you've been in too long for your specific crime, and therefore you should be released.
But you're still, you're still guilty of the crime, right?
That's like commuting, right?
Like, they never actually said pardon.
They said he just, they commute his sentence, right?
Which is kind of what, you know, they'll just let him go and be like, hey, thanks for your time.
You know what I'm saying?
Like, it isn't like, hey.
Yeah, yeah, it's just the wording.
That's the thing.
That's why, like, it's good that we actually kind of hear it being a lawyer.
Because, yeah, I think a lot of people are confusing that, too.
Because, I mean, that's why I thought he would have access to it.
Because I thought they were saying, yo, we made a mistake.
Like, hey, we wrongfully imprisoned you.
We've now come to clarity that you're free.
But it's not.
Like, you're just, you've been sentenced too long, and your dues are done kind of thing.
Yeah, yeah, the commuting doesn't take away the conviction.
So, yeah, it depends on what the wording is that's used when they do it.
Like, I don't, again, everyone's suspecting that it's going to be Monday.
We'll see, you know, just because Monday's going to be, what, a busy day.
I mean, I don't know what presidents do on Monday, on inauguration day.
But I feel like they don't sleep.
Like, a lot of junk happens.
So, yeah.
Maybe Tuesday.
Yeah, I think that's a good thing, like, when he's actually going to do it.
It is also interesting until MLK day.
Let's not mention that.
Oh, my goodness.
If he even says anything, if Trump says anything about MLK, oh, Lord.
I'm glad I'm not in D.C.
Okay.
I know he was mad about the whole Jimmy Carter thing and stuff like that, too, because of the flags.
Oh, yeah, the flags.
And stuff like that.
But it is what it is.
I did pin your post at the top.
I think there's some good news in there.
I just wanted to check if you wanted to cover any of this.
I didn't want to ask about the crypto.com thing, because that seems interesting, essentially trying to get event contracts for the Super Bowl.
So, yeah, any insight into this?
I always look at these when they're on the timeline.
No, I appreciate it.
No, I was reading about it, like, earlier on the CFTC thing.
The thing is, the Super Bowl is the 9th, you know, February 9th.
So it wouldn't go into effect.
Like, it couldn't affect it before the Super Bowl happens.
And when you read the article, you know, I guess Bloomberg is who got, you know, the exclusive on it.
I was trying to read everywhere.
And I'm like, it just says they're seeking to probe.
And so I just put review, but I'm like, it doesn't say that there's any investigation.
So it just seems like someone, like, a whistleblower or whatever, just that, hey, print this out.
Or, like, hey, put a story out on this.
But you don't, there is no definitive language that anything is happening on the CFTC side.
But they may be looking at it.
But even if they did anything, you know, like, there's, like, a 90-day review that I was reading that I'd have to go under.
And it wouldn't, yeah, the Super Bowl would already happen.
So it wouldn't be able to do anything.
So it just seems like somebody just said something and then they put out a story.
And this would be for, like, live sports betting utilizing crypto at arenas and stuff like that?
Or just in general?
I think it's in general.
But, like, I don't, it's weird, though, because then you already have the political,
because the case that happened that where the CFTC lost against Kalshi, you know,
was in regards to political, you know, political, you know, events or just, like, voting.
And so this one, it's around sports betting.
But, like, it's interesting because then you kind of fall into, like, the gambling regulations.
And so the thing is, I wouldn't be worried about it until the CFTC actually, like, puts in a review.
There hasn't been one.
It's a suspicion that they are thinking about doing it is what the article is about.
Someone said that they're thinking about reviewing it.
They have not put it under a formal review.
So, like, it's even, like, it's like the SEC thinking about putting out a Wells notice but didn't send a Wells notice.
So, yeah, it's just the article preempts any type of action that the CFTC has actually done.
They haven't done anything.
Appreciate that.
Yeah, appreciate that.
Yeah, that's just interesting.
I guess it's for the future use.
But, yeah, I appreciate you kind of just sharing your insights on all the legal side of things.
And I was coming up.
And, yeah, I know you post these pretty much on the daily.
So if you don't follow Shekina, she's a Web3 lawyer, works with Web3 brands on the legal side.
And, yeah, she always comes up here and drops the actual insights on, like, you know, what's going on with some of these things.
Yeah, I'm going to say my new thing is, I think I've said this a couple times, though.
So my new thing that I've been recently doing, because, you know, I live in the boonies with the, I'm going to say the broke folk is where I would say that I live now.
And so, yeah, I've just been going to a few city council meetings and county commission meetings.
And so I do I've booked a couple of meetings with a county commissioner to present to the county commission one of the in one of the counties in West Virginia.
And then last night I went to cross the bridge in Ohio to a city commission, a city council meeting out there and got a meeting with one of the city council members again to just discuss.
Yeah, just advancing Bitcoin friendly legislation and looking to broker, you know, deals to bring Bitcoin mining operations to these poor rural towns that don't have.
Yeah, that pretty much have a dead economy.
I moved up here because it was cheap, but, yeah, they can certainly, certainly use it and certainly have the infrastructure for it.
So anyone living, yeah, if you're out there, I don't know, living in the town that had old steel mills or coal mines and not much is happening, you know, with this new administration coming in, I would certainly look at, I don't know, just reaching out and going to your, the public meetings for your city council and your county commission and just trying to literally orange pill them.
But come with a proposal, you know, I mean, God damn, you shat GPT, okay, come with a proposal on, on how the town, yeah, could kind of use the technology or even bring, you know, companies in to kind of build up the economy.
Because I'm also looking at AI data centers, you know, as well.
Do you see the states front running the strategic reserve as a potential issue or, I mean, even something that can be, I guess, quote unquote, vetoed away from the government itself, right?
Like federally, because you saw Florida, right, do another one.
And I think that's another state that just added on to the repertoire.
I don't know if anyone saw this, but over, I guess, over the weekend or last couple of days, Florida officially seals and signs to set up a Bitcoin strategic reserve.
Well, the funny thing about that is, motherfucker Sam.
Okay, I went to college with this fool.
I feel like everyone that's reported on is, like, misreading his tweet.
What he did, he had a meeting.
He went to the, you know, everyone, all the, like, it's not just our federal government that has new political appointees.
It's also, you know, all the states and all the cities, towns, counties, whatever.
Everyone's new coming in.
So all your Bitcoin people are going, like I said, I'm going and meeting, trying to meet people.
And so you go and you're meeting people.
So he met someone and I don't even know.
He didn't put the name of the person and I didn't go try to Google the damn picture.
But of a politician that's in the state, state congressman in Florida, who I do not know because he didn't name the person.
And so I guess he's orange-pilling them and telling them about the Bitcoin strategic reserve.
And I guess the rumor is that he's kind of saying is that they agree to it.
But you need the state of Florida themselves to tweet, you know, or put out some article in Coindesk or Cointelegraph or whatever to say that they're actually doing it.
But I'm not worried about, and then to answer your question, so you're waiting for that person or the persons he spoke with to put forth the bill and introduce it, like you've seen with North Dakota, New Hampshire, what is it?
Texas, Ohio, Pennsylvania, and Oklahoma.
They, the con, those Congress, whoever in their state Congress, like have already put forth a bill, they've introduced it.
I'm not worried about it affecting the government, the federal government, because remember that in the constitution, there's a, there's a separation of, um, of powers.
So that's why the states can do things on their own, you know, apart from the federal government.
But remember, all these states, they've only introduced a bill and it's usually just one side of it.
So it's like one Congress person, one state senator, or one House of Representatives in the state, one, or maybe two, have put forth the bill, meaning that they still need that whole House or that whole Senate on their side to pass it, to put it up for approval to pass, you know, to vote for.
And then once they've approved it, then it needs to go to the other side of the House or the, the, to the other side, the state or the Senate, just to the other side.
And then they got to vote to put it up for vote.
Kind of like a nothing burger, just building off of us and the shakes.
And, and like, this looks like, just like those handshakes from back in, in the old cycle, like, yo, a deal.
Exactly.
What it, what it is, is it's your Satoshi Action Foundation.
I mean, I used to like, like them, but I can't stand, I don't have a problem telling Dennis Porter to his face.
I cannot stand his ass because they're, they're fundraising.
They're fundraising and saying that we're doing this, we're doing it.
That's why he makes it such a, I don't know, big public thing.
Oh, I'm going to do a Twitter spaces.
And then he really doesn't really announce anything.
So I would say it's more so just, it's, it's to help with fundraising to kind of, I'm going to say just to big up his own backs with his quote unquote, like 501 C6.
It's not a C3, it's not a full nonprofit, but it's an association to where like they can, they, they fundraise and that's how they make money.
And they, and people pay to be a part of their membership.
Same thing with blockchain association, digital chamber.
Again, I I've seen this shit that they do in DC, even though Dennis isn't in DC, like I've seen the playbook of what they do.
I am an LLC of what I've spun up for what I'm doing.
I'm telling you, motherfucker, I'm for profit.
I'm trying to make money.
But, but, but yeah, it, the stuff with the States, again, it's good.
That stuff is going to take a while.
Whereas Trump could just push the shit through.
So, well, well, yeah, he can, because he does have a Republican Congress and they seem to bow down when he says, I want something to happen.
So, so yeah, I, I see if he wants it to happen, it'll happen a lot quicker than any of the States.
And again, you need Florida to announce it.
Florida hasn't announced it.
You had some political strategy, quote unquote, political strategist.
I'm like, what the fuck is he a political strategist of?
Like he had, he's a, he's a part of the Florida blockchain.
It's not Florida blockchain association.
It's something else, Florida blockchain, something.
And then association like that's what he's like the leader of this guy, Sam.
And again, I'm saying motherfucker, Sam, because I went to college with this bitch and we took Arabic together.
So I just think it's really funny that he just put out a tweet of shaking some man's hand who no one knows who the fuck this black man is.
I don't know who he is.
So that's all that happened.
And then you can say that I can't say who is this black man.
You know what I'm saying?
Like, I'm not allowed to say that.
Well, okay.
Who is the fucking man that he's shaking?
They got soups on and he doesn't name who the guy is because he probably can't, you know, like I, I don't like, yes, I'm meeting with people in the county commission and all this stuff, but I can't, I don't got to go ahead to post their fucking pic.
You know, I'll take a picture out in front of the courthouse where they're meeting or where they meet, but I can't, you know, disclose who I'm meeting with and all that stuff because this stuff is an official.
You got to wait till something happens and then get their permission to, you know, to be able to put stuff out.
And so we don't know the guy's name.
And then again, if you read even the tweets that he goes under, he says, he's joking.
He's like, you know, like I wager a bet, you know, like, should I wager a bet that we're going to be, you know, like Texas to it.
And then like Lee Bratcher, who's the Texas blockchain council guy, you know, like replies and, you know, so it's just like, it didn't do shit for me is what I'm saying.
I waiting for the news.
One of the, our, our crypto news, like shit that has a source to it.
Right.
So, I mean, that makes way more sense as well.
And even if it happens, it's just one person, one Congress person putting forth a bill in the state.
You still need to go through the process and then a governor has to sign off on the shit.
Okay.
So it takes a while.
Yeah.
Due process.
It's something that a lot of us skip here in crypto.
Pinned up top is apparently something, I guess, a new, interesting way as well.
And then we can kind of just ask your thought on this and appreciate you for coming up.
So kind of, cause a lot of this stuff is more so on the legal side of things and just stuff that a lot of us would pretend or just ignore.
But Hong Kong now serving tokenized legal notices via the blockchain to a non wallets.
Basically saying, make your money now because potentially in the future, it'll become impossible.
So if you actually look at the, I mean, look, this comes from kook.
I'm not saying kook is right, wrong.
This is a troll.
It's not a troll.
It's interesting.
Do your own research.
But seems legit in that sense of, it says,
Take notice that if you, being the name withheld defendants, neglect to obey or comply with the order set below, by the time they're in limited, you may be in contempt of court, and you may be sent to prison or fined or liable of process of execution to compel you to obey the orders.
So traditionally, when you had to actually be served in the real world, they, you know, that whole putting on different faces, disguises, et cetera, kind of making sure that who you're giving these legal papers to now they're directly serving wallets.
I think that, you know, the first comment right under that is just, sorry, I lost that wallet, didn't get the notice.
And I'm pretty sure that's going to be a lot of our, you know, default, like, yeah, no, that never hit my wallet, you know, maybe, or that's a wallet that I no longer have access to or anything like that.
So is there any legal or will there be, I guess, legal framework in terms of just binding in that sense to, I don't know, lock you into a wallet?
How will someone prove that you either have custody, no longer have custody?
It's, or I got hacked a year ago and that wallet used to be mine, but no longer is mine.
Like, is there even an idea of how could be or in the legal world that you could prove this kind of stuff or no?
Yeah, no, they would just use chain analysis.
They would use a blockchain analytics tool, you know, so they would just, yeah, like, I mean, and this is, and it's legit because with Hong Kong doing this, which I think is good, New York has done this.
If you remember, gosh, I can't remember the name of the DAO that, like, they couldn't find, you know, like, who were the leaders of the DAO?
And they were going into discord and I think they, they, they sent the, the, they didn't tokenize it, but they sent the service notice to the discord or something like that.
Like, in a legal standing to where you don't know if the, actually the person on the other side is, is the person you are legally trying to serve or in this case, they're serving a wallet address.
So it doesn't, I mean, technically that person is there no matter what, because the wallet address isn't changing.
It doesn't matter who's controlling the wallet address.
So is there a differentiator or a split between custodian and I guess the wallet or, or no?
Like, no, like I said, okay, let me back up.
Cause I was reading, I wanted to read about the Uki DAO thing really quickly.
Cause that was the one where they like had served a discord and, and, and, and they were serving the, and the, and the court did hold that the DAO is a person.
And so the, the way they did it was fine.
Um, but like, but yeah, so I'm going to kind of backtrack the UK has done this.
Um, Singapore has done this.
And again, like, I know there was a different case in New York where someone was served, where it was served like via wallet.
And there's also like a service via NFT.
Like I, I, I believe that was on the, in the U S you know, as well, probably New York.
Um, so no, like I would say, yes, it is legal.
Cause you've had it happen in three different countries, um, where the courts did allow it to happen.
And essentially, again, they would use like blockchain analytics tools and kind of follow it.
And then if they can track anything to an exchange and then they subpoena the records of that exchange to try and find out who you are, then yeah.
Like they, they could do it.
So, so again, I'm not like a, I'm not a, uh, uh, what do you call it?
I don't know if I'm not the, I wouldn't say I'm the best at, you know, kind of dodging and using multiple wallets and kind of trying to do that type of stuff.
I'm no hacker.
We'll just say that.
And some of them apparently aren't very good when it comes to trying to hide, you know, what they've stolen.
Um, but, but, but yeah, so if you've stolen something, cause so this is angled toward people that have committed some type of crime that are stealing, you know, crypto or, or, or anything of value.
So NFTs, ordinals, et cetera.
So yeah, if at some point they, they want to offboard it because we know the chain is transparent, yes, they'd be able to track it.
I, I, I, I think they would be.
And then I'm going to just throw in there that, um, Chainalysis just acquired, um, an Israeli, uh, uh, fraud detection company who's using AI.
And that's what I've said is kind of like, not my worst nightmare, but like if you're evading taxes, because you kind of can now, because the IRS doesn't have enough people that know how to use blockchain analytics to, to find, to chase after everyone.
The worst thing to happen is fucking AI, you know, doing the job.
And, and, and, and, and so, yeah, so if you get AI, the more, um, your blockchain analytics, um, providers start using AI for, for detection and, and, and kind of investigation on this, it'll make it a lot easier to, to track people.
I think that the interesting point on that too, is that to me, the, the biggest, I guess, eye opener is that it's no, not necessarily specific to the person that's moving the mouse, right?
You're in a sense being able to target slash, uh, indict wallet addresses.
And then whatever becomes a consequence of that wallet address is just, if you were ever associated with it, if there's a crossover, you're potentially now having to prove that you are not said person rather than them having to prove you are said person, which is a different kind of approach.
Yeah, no, no, I mean, it's not necessarily different though, because, um, when you hear, or when you see the news that the U S, um, department of treasury has sanctioned or OFAC, which is office of foreign assets, I don't even know what this, I don't remember what the C stands for, but it's all under the department of treasury.
Really quick, uh, she kind of, uh, uh, she just said it had connection issues.
Okay, cool.
Sorry about that.
No, it's okay.
And I was going to say, when you hear the department of treasury or the U S has sanctioned, you know, like so-and-so, if you go in and look at those, like the press release that they've put out, it's always a bunch of addresses, you know, like when, when, again, when I, when I used to work at the, um, at Bitrix, the crypto exchange, it would be like when we got, when we suspected.
That there was a terrorist or something that, you know, like, Oh, you're terrorist financing.
It would be a name attached to an address, you know?
So it's always the address that they can track the address to a name, and then they're going to sanction you, but until they can attach it to a name, they're just sanctioning the address.
So that's been longstanding, even doing that for a while, for at least a few years.
Okay.
Yeah.
That makes a little bit more sense.
I just never saw this whole ability to be served in that sense of, could you just pretend it wasn't you?
Could you say, Oh, no, that was AI.
Oh, that was automated, whatever it may be.
Right.
And kind of try to defer, not receiving that.
Um, so appreciate you.
Someone has to do it.
So we're, we're waiting for that case.
And again, if they could track it through subpoenaing like exchanges and all that stuff, and you already got USDT giving up your info.
So, you know, that's all I got to say on that.
And they moved to El Salvador, which is, I don't know if a lot of people saw that or not, but moved all operating businesses and practices to El Salvador.
So just doubling down on El Salvador becoming more or less the crypto capital, right?
Primarily Bitcoin, but you're starting to see other crypto find safe haven there as well.
Uh, and kind of ultimately the, the laws all are catering towards Bitcoin, right?
Uh, the president said that he's now working through a process of decentralizing, uh, nodes.
And so each house will be running a node system right in the future and kind of just attaching it.
And then the decentralization of the wallet that we talked about, right?
Ultimately in that deal with IMF, um, having to relinquish control over the primary custody wallet.
Yeah, I think that some people saw that as a negative, uh, having to, you know, interact in fiat or, or allowing people to use fiat or anything else.
But ultimately I think that the bigger win is that everybody in the country's wallet isn't controlled by the government or one centralized agency, right?
I mean, you got to give some to take some and ultimately that's better for the people, right?
Rather than it is quote unquote, like for Bitcoin.
But if there's decentralized in Bitcoin, that's also better for the network itself.
So it's kind of like, uh, everyone wins, just not everybody understands it yet.
Um, just keep the ball moving.
Appreciate you, Shikana, for giving us a little bit of insight and just breaking down some of this higher brain stuff.
Uh, just want to give a shout out to the homies that came up and then we'll go into some alpha and some opportunities for you guys.
So what up, Moto GM?
GM, GM guys.
Thanks for having me up.
Uh, a bit off topic.
Very interesting what we were just talking about, but a little off topic, uh, looking at, uh, web three gaming.
Uh, I know that, uh, we got some building on abstract, but even looking at some older projects, uh, like, uh, Rooneyverse has this, uh, crash the Rooneyverse event.
That's going on at the moment and I've been playing it and I'm not seeing too many people play it and they seem to be doing a big airdrop for it.
So that might be, uh, under farmed at the moment.
That may be something to look into, uh, that just opened up yesterday at 11.
Can you post it?
And I'm also looking at, yeah, of course.
And, uh, yeah, right away.
I'm also looking at, um, Cambria.
They're opening up for like a 24 hour event.
They didn't make a tweet about it from what I'm seeing, but it's in the discord for Cambria and that's on Thursday, January 16th.
And there's, uh, 233 K blast gold rewards mixed with some Ron word rewards like a Ronan and some cores that they're giving away, which is their NFT.
So I I'm kind of like in this moment that, well, it was a moment of uncertainty for the market.
Now it looks like we got our direction, but I think, uh, farming some of these while everyone's distracted on AI, it might, might pay off.
So that's what I'm looking at for now.
And, uh, also like, uh, GLHFers, um, if that starts to pick up hype and starts to like resemble like an on-chain heroes with the Genesis, then that might be interesting.
So I have like a lower bid, uh, in that as well.
Well, that's what I've been looking at.
I'm going to post it right away.
And, uh, that's it, man.
Thanks for having me up.
I hope everyone's doing good.
I hope everyone's happy with the CPI news we got this morning and green candles, heck, and all over our charts, just painting the charts.
So that's always cool.
I see you have the, the puzzle in your name.
Is there any info in regards to what, what's going on with that puzzle now?
And I know that that was the next now and kind of everyone was trying to set up and position themselves for.
So do you have somewhat of a status update or at least from him?
Uh, directly from him.
No, I mean, I do look at, uh, what he's been tweeting on the timeline and I I'm based on like an older tweet I saw with a screenshot and like a snapshot hint that he did.
I do think the AI 16 Z partners collection on Solana is going to like have an allocation.
So I've just been commenting on all basically his posts telling people to just stop LARPing and commenting and just buy the NFT, you know, like you'll get like 500 reactions, but there's not any sales happening.
And I'm just like, and that's interesting because we talked about that, right?
Right when they dropped, um, I think we talked about it here on the show that these would potentially give you, you know, these are direct.
These are from the creator of the DAO, like directly from him.
This was a little love and partner project that he whipped up within, you know, 24 hours or something.
It was a fun time in the market.
And when we were talking about this, these were sitting at about 12 to 13 soul.
Uh, they've slightly retraced.
Well, I guess this is a pretty decent retrace, uh, sitting at 8.8, but are up 10% on the day.
Um, 370 listed out of 5, 5, 5, 5, 5.
So good numbers on that sense.
Um, any idea of why they took somewhat of a dip rather than kind of ramping up as he's been getting a little bit more vocal on the timeline and stuff like that?
Cause I mean, these were soaring before the DAO meta even showed it was profitable.
So it's just interesting to see the, the disconnect on that end, you know?
Yeah.
Yeah, no, of course I, oh, sorry, Trill.
I mean, I think I saw them going up and then he, he made like a tweet basically saying, say cheese with like a camera emoji.
So like, uh, everyone thought he took like a snapshot and I guess maybe that's why they sold like post snapshot.
But then he, he did mention somewhere that it was just like a test and it wasn't actually a snapshot.
Uh, and I think it went up another 10, 15% this morning.
Cause he said, uh, when he wakes up, he's going to talk a little more about how the allocation is going to go up.
So maybe some speculation that he's going to mention that the NFTs gets them.
I mean, look, and I'll say this here at this price right now, I don't think it's priced in at all.
I mean, if it was priced in at 13 and he did a, you know, PSYOP or whatever, these will at least get back to 13 roughly.
Uh, and so just keep that in mind.
I mean, we're sitting here and we talk about being terminally early on, uh, you know, in this bull market or whatever kind of market when the market's a little hot and we thought doodles was priced in.
We saw a Zuki, right?
And so we're getting this news, um, fresh right off the, basically the press.
And we don't see the immediate reaction or we don't see people jumping on it when half of the time, most of these people actually aren't on Twitter.
They're not as active or participating the same way we are.
So I just keep my eyes on this.
I'm not saying you should go try to go buy a knife, right?
It's not necessarily a knife.
It's up 10%, but I will say that maybe put some bids out there.
See if someone fills a bid for you, right?
Try to catch it on that end and just keep this on your watch list, right?
Every day, go check it out.
See if there's a potential move on that end.
Um, appreciate that model.
Uh, go ahead.
Of course.
Thanks, man.
Hey guys.
Um, so first and foremost, um,
if people are interested in picking up a salon and phone, uh, that is unsealed, uh, unboxed.
I kept saying unsealed when I was trying to tell people about this in the middle of the night last night.
It's unboxed.
Jaylene is Ralph raffling one off, um, for 0.069 soul.
Unboxed.
Like it's brand new.
Brand new.
Unboxed.
Sealed.
It's got all the stuff, including the bonk, the AC, the ACS, all that stuff.
Um, she's raffling one off for 0.069 soul right now.
And there's still like 437 tickets left out of 500.
Um, so I'll pin a link to that if you're interested.
Since it's Jaylene, you know, I trust the legitimacy of this.
Um, and then, um, Young and Six Mint, which I know has been mentioned here before.
That kicks off right now.
It's, uh, how many tickets is it?
Flame 500 total.
500 tickets for how much?
For 0.069 soul a pop.
How much does, how much does that come out of money?
I think it's like $6,900.
If I do that, you can go to, uh, well, I guess it's cause this is a raffle.
Right.
You can go to probably eBay and fucking, I think the salon of phone is, let me see.
It's like a couple, three, I think it's like around three grand.
Solana.
Um, Solana Saga.
Yeah, right now pulling it up.
A sealed Solana Saga.
Oh no.
Actually like sealed with the cellophane and shit.
Like the plastic wrap still on it.
Yeah.
They're, they're fetching a decent premium.
Like five.
Yeah.
Almost five G's.
I mean, you can get the ones that are open and I promise you it's good.
I wouldn't trust any of those fuckers.
Oh yeah.
So yeah.
Sealed with the plastic on it.
And I partially think that's a bonk as well.
Bonk is one of the primary, uh, sources of like revenue for that.
But yeah, five G's.
So she's not making that much money in the chance that you can, can, can get in and participate.
Typically raffles are made like this.
So, yeah.
And that's why I'm telling people about it.
It doesn't feel grifty.
Cause it's not like she's charging some crazy ass amount of money for each ticket and it's
a low supply.
So you have a decent shot of winning.
Um, and I like Jaylene, you know, like for people who don't know about her telegram, she
doesn't spam a lot, you know, like her telegram.
It's not like one of those like grifty trading alpha, um, shit coin telegrams where, um, you
know, you're getting spammed with a bunch of shit and a lot of it rugs and it's a green
candle met by a red candle death.
You know, um, generally she posts infrequently in there and when she does, you usually see
a multiplier.
So, um, I definitely vouch for that, uh, telegram.
If you're interested in, uh, as her calls with that, she's like half closed in 90% of
everything she does.
Right.
Yeah.
You're not going to probably get a lot of, a lot of, uh, uh, sexy time in there, but you
could get some sexy, uh, shit coin alpha.
So, uh, definitely worth keeping an eye on her, her telegram as far as, um, you know,
meme coin telegrams go.
I think it's one of the better ones.
Um, I've definitely seen some good tips in there that have paid off.
Uh, and she's on the other side of the world usually.
So, uh, late night is usually middle of the morning.
Like you're an early riser chief, like, um, for people who are up at like 4am, that's a
good time to like check on her stuff because typically when she posts, um, it's not long
after that, that you'll see some market action, um, on the stuff that she posts.
Um, and then again, uh, young and six, um, mint is happening right now.
It's the 96 flowers.
They're pretty dope.
They're pricey, but it is a low supply.
Um, and young and sick and Aaron, his manager are cool as shit.
So I'm always down to support those guys.
Really, really good people.
They're all hand drawn.
Um, if I had the scratch and I hadn't just killed a bunch of pizza pets on accident and
bought my way back in, um, I probably would pick up on myself.
What's the, what's the price on them?
0.069.
So they're like about 700 bucks right now.
Um, but because of the low supply, you know, this could easily be an arts for arts sake
place art for arts sake, uh, play, um, especially at that price point, but because of the low
supply, there could be some upside financially here.
I don't know.
Um, I just really like these guys.
I think the art's cool.
They're very, uh, they're on Silk Road, uh, sats, which they really pushed to get recognized
on magic Eden.
So if you're into all that, if you like the narrative, you like the art, I think it's
a good grab.
Appreciate that.
Sure thing.
I'll have some more for you guys in a few minutes, but I'll, I'll stop with that for
now.
Go ahead, gambler.
And then I'll post up the men's schedule.
Cool.
Yeah.
Just a couple of things.
Appreciate you flame.
Um, a couple of kind of random things.
So first of all, uh, Pooks is one of the teams that I work for.
Uh, it's January.
This was a, this was a collection that Trill actually dropped, uh, here on the TDA.
I think it was, if not January, then maybe February of last year.
Uh, and I've just been a fan of them ever since.
Uh, and now I officially work with them.
So, uh, I've shared this on this stage a couple of times in the chat, just because
Mintify has been teasing their airdrop for literally like the last six months plus or
Uh, but the information that's relevant here is that, uh, not only are Pooks, uh, getting
allocation for this Mintify as one of the listed projects that are just getting standard
Allo, uh, but the Pooks team is actually invested in, uh, Mintify itself.
So they have a vested interest aside from the actual Allo that is going to the community,
uh, which will actually lead to more Allo going to the community.
So, um, Mintify, that's a little bit news on Pooks as well as just Mintify in general.
If you don't care about, is it drawing volume?
I mean, like, I don't know my thing with Mintify is ultimately they've been around in
the space.
They've been cooking, et cetera.
And, um, I mean, looking at it from an opportunity standpoint, the fact that a lot of people aren't
really talking about it could be, um, you know, not so crowded trade and potentially
yield for those actually using it.
But at the end of the day, we're talking about a marketplace that depends on one volume to
usership and foot traffic.
So I've just seen multiple campaigns, I guess you could say now throughout the years and
the idea of only people that I've seen really, in a sense, trying to say Mintify over XYZ
or people that didn't get bags of XYZ, right?
I didn't see a single Magic Eden, like whale say, Hey, this was great.
I farmed only for XYZ.
And now I'm going to Mintify because it was that much of a better platform.
Or I only use Magic Eden because they were having a token.
And now I'm going to go back to OpenSea or I'm going to go back to Mintify or anything like that.
So I think that that's my question is, um, in a sense, are we getting volume enough to
where this token is a carrot or because at least in my circles, it's a carrot that has
seemed to be overlooked as not worth it.
And potentially those are the best place.
Right.
And so I'm just trying to understand exactly if it's worth the foot traffic and the delayed
sales or anything like that, or is it not right?
Because that's one of those things that you can't compete is just market share.
Well, you can compete, but you can't lie about right is whether or not you have market share.
We saw that with the token game early on, on Bitcoin, um, right.
Unisat, OKX versus Magic Eden, et cetera, to where Magic Eden just gave up doing any kind
of BRCs or anything like that, right?
Because they couldn't compete with the OKX volume or any of that market share.
So I think it could be an opportunity as it's not being spoken about.
But then again, the ones that are speaking about, about it, I didn't see substantially
win on any competitor against it.
So ultimately it's in their best interest to make it good, you know?
Yeah, chief.
I think that perspective is, is the right one to have when looking at this.
Like it could be something because it's definitely not, it doesn't seem to be over traded.
Uh, but in the same sense, the flip side is like, well, that could also mean that volume
isn't great, uh, or good enough for it to be, like you said, a carrot.
I do think of like Tensor, um, when I think about this airdrop, just because Tensor, they
are Solana based.
So Mintify, I think is actually multi-chain.
Um, but Tensor was just Solana based.
And I, I only use Tensor, uh, embarrassing to admit this at, at, at this point, but I
used Tensor to mint my, my dot NFTs last year.
Shout out to all the dot bag holders out there.
Uh, but those few interactions, literally that's all I did.
Got me a Tensor airdrop, uh, of like four Sol and Sol was like 200 bucks at that point.
So I can only attribute that to being a not crowded trade.
And, and that's why I got that.
So, uh, it worked out there.
And then the reason I mentioned that Mintify is multi-chain is because Mintify has that ordinal
volume as well.
So that, that'll help push it up a little bit.
Um, so I wouldn't, I wouldn't go out of my way to kind of get exposure to this, but if
you got some transactions that need to be made, maybe consider doing them on Mintify.
Um, and then if you like NFTs or Sol JPEGs, maybe consider getting some exposure to the
pooks because they're going to, um, they're going to be rewarded for this as well.
Um, and then real quick, just a quick sentence or two on the pizza pets, just cause flame
just brought them up, uh, for what it's worth in my humble opinion, I still think these things
are undervalued.
Um, they're going for like 200 bucks.
They hit a low of 150 over the last week or so.
Uh, if you look at the chart, it does look like it might be bottoming.
If it's not bottomed already, supply is continuing to go down.
It's the only deflationary collection in the top 10 volume on ordinals competing with
puppets, monkeys, OMBs, uh, and based angels, you know, all the top collections that we've
been talking about.
Um, and it's, I think it's the lowest entry on that top 10 right now, besides maybe the
frogs, the frogs might, might still be up there as well.
Those look good too.
Um, but yeah, supply going down, we're nearing, we, we entered the 15 K range, which is like
25% of the supply yet left.
And there's about a month left of season one, uh, after season one comes season two.
So new catalysts there with events happening.
And then also, there's also been the two airdrops that have been confirmed for immortals as well.
Oh, and we got a big pizza ninjas presence in Tokyo right now, right now, uh, which sometimes
can be a catalyst for, um, certain, certain moves in the market.
Yeah, really quick, uh, before we move on, on the Mintify thing, I was looking it up.
They are cross chain.
They are adding Solana this quarter, which could be beneficial to them in terms of like
a little bit more volume towards it.
But to answer your question, Chief, even on the ETH side, which is, is pretty low volume,
um, across other markets outside of like OpenSea and Magic Eden, um, they're probably
costing like less than a hundred K, which I saw some, some charts on it.
So, but Beanie did tweet about them coming to Solana, I think a week ago.
I remember that.
So to Gambler's point, especially like on the Tenzer front, they have been raising a lot
of money.
They did get a lot of seed rounds.
If you got like Beanie talking about it, and I think they said like their VC, um, is
like tier zero.
So that could be a reason why it could be beneficial to just at least try it out.
I know they have all those different types of keys across the different chains.
And I think those are like multipliers.
Um, so, I mean, the VC is going to try to get their money regardless of the volume anyway.
So, uh, yeah, it's something that just to think about, cause that, that was the biggest
thing out of Mintify.
Yeah.
Like they might not get the volume, but they for sure got the VC funding, but, um, let's,
let's go into this Jupiter stuff.
Um, yeah, the checker for Jupiter is up, uh, it's pinned up top.
You guys can go in there.
Um, you have to create some type of little, uh, profile on Jupiter, right?
Plus you connect your wallet, go through that, and then you have to create a little profile
on Jupiter.
Um, I'm going to pin up a breakdown, which is a lot of fucking words.
And it just goes in depth with exactly how things were weighted, right?
From each individual category, going from swaps to perps to governance and DAO participation
and voting, and then just the whole nine, right?
There are eight terminal, uh, JLP.
So all that information is pinned up top.
If any of you guys are actually interested in reading it, um, I grabbed this thread and
just ran it through Grok.
And so just real quick, Grok shot me out three points.
It says Jupiter DAO governance.
This post discusses the launch of Jupiter DAO, which is going to set to, uh, revolutionize
governance in DeFi, um, by allowing Jupe token holders to do everything you can do everywhere
else.
But check it out.
They can vote on proposals.
They can elect candidates and they can even test vote.
First vote will go live shortly after.
Um, so I don't know how they're revolutionizing, but that's what Grok thinks.
Post number two, airdrop structure.
It breaks down the full structure of the airdrop.
Like I was mentioning to you guys, right?
It tells you what you needed to qualify for what tier.
Um, I'll tell you out of my personal, I was leverage trading, I'd say roughly all last
year, um, nothing too crazy.
Uh, but I received more in my allocation for swaps, right?
And that's just base swaps of, you know, sold to USDC, um, USDC to ETH or whatever it
is right inside Jupiter itself, even some shitters.
But it mentions, right?
And then so I'll go into the third category, the anti-civil measures that if you were swapping
a specific, like less than I think five or $10 and depending on the token you were swapping
into, et cetera, you were labeled as a civil and you either lost points or do not get an
allocation at all.
Right.
Cause I know people were trying to basically trade illiquid shit coins to farm Jupiter and
they would use the swap feature, right?
So it says anti-civil measures.
This post highlights the implementation of a stronger anti-civil measure to ensure the
airdrop rewards go to genuine users.
Removing wallets with less than three weeks of trading activity or those with high transaction
failure rates, which are indicators of bot activity.
This is part of a broader strategy to maintain the integrity of the airdrop distribution.
This is in part and mainly because as well, they voted to extend Druperary for another two
years, right?
So something to keep in mind, uh, their period goes through November, right?
So if you traded through, um, I think it's November, let me get you the actual dates, uh, November
23rd, right?
November 1st of 2023 to November 1st of 2024.
So that's when their calendar year works.
That's when you qualify.
So if you've been trading on jupe using swaps, perps, ape, or anything right now, since November,
you're already farming for next January.
And that's something to keep in mind.
It says your score is based on adjusted USD volume.
Qualifying transactions must be made between November 2nd, 2023 and November 1st, 2024.
Uh, circular transaction swaps of less than $5 on extremely illiquid tokens without reliable
pricing data will not contribute to your score.
So something to keep in mind, check it out if you are expecting or wanting some free
money.
I mean, this is in a sense, just kind of like a rebate to me, not necessarily too much free
money, but we'll see how it plays out.
And the price of Jupiter, I think is, I mean, it was at under a dollar, right?
With people, everyone knowing, knowing this was coming.
So we'll see how it is now.
Uh, then we'll kind of continue on.
Let me see the price of Jupiter.
The price of Jupiter is at 80 cents, so not too bad.
Yeah, I got some allocations just by swapping.
So just a reminder too, you can always just paste in the meme coins or whatever that you
want to do like directly into Jupiter and it's pretty fast.
Yeah, they do everything.
They, they allow the non, uh, I guess vetted token pairs.
That was something that they allowed last year.
Uh, they used to, you wouldn't be able to get your, your coin onto a specific list, et
cetera.
But now there's a whole section for brand new launch coins.
So yeah, you guys can go if you swap, if you want to, whatever, one clip of chart, just
using Jupiter for anything, um, in a sense is going to give you guys an allocation.
And some of these, uh, services and protocols actually use jupe, uh, API.
So you'll be able to, to farm or, or maybe farmed in that sense.
So just check it out, right?
It's free money, literal free money.
Yeah.
And if all that doesn't resonate with you, I'm pretty sure they're doing free fees right
now, like zero, zero fees.
And if not, it's super minimal because like when I've been swapping in there the past few
times, it's been dollars.
And I think that dollars in difference.
And I think that was just slippage.
I think they're actually doing 0% fees right now.
Meanwhile, for example, those of you who are using the magic Eden wallet right now to do
your swaps, they're taking 2%, I think.
And that adds up pretty quickly.
I think bonk bot does 1%.
You're going to need to fact check me on these numbers, but I'm pretty sure jupe is absolutely
the lowest right now.
So it's worth it.
If you're in the magic Eden app, instead of swapping in the magic Eden app, for example,
go over to jupe.
If you're in phantom, instead of swapping in phantom app, I would say go over to the browser,
use jupe.
I appreciate that.
Yeah, I was going to post about this bubble maps thing.
I know it dropped, I think, yesterday in the morning, but just to cover it on the show
and have it in the thread.
BMT was announced by Bubble Maps, Bubble Maps token.
They have a platform called Intel Desk.
And yeah, it's essentially like a token to vote on this platform and like submit cases that
you want like on-chain sleuthing to jump at.
So you submit cases, you vote on what cases like you want to pass through.
And this token will kind of be the main thing that powers this.
I thought it was interesting, especially with all the main coin stuff.
I feel like everyone uses bubble maps now.
They smartened up.
And so, yeah, you'll officially be like a part of the on-chain sleuthing community with this
token, BMT, that will eventually be dropped here.
All they said was soon, so no timeline on that.
But yeah, if you use bubble maps already, I think it would definitely be good to just pay
attention to this.
I just don't get how you qualify for this or maybe it's going to be some type of like
general participation or open for everyone because it's bubble maps is even integrated
into photon and all these bots already like just there.
So it's not like I have to go and I don't know, maybe my wallet sign in into photon is
counting towards bubble maps because they use the API system or something.
But a lot of those times you don't have or you don't need to, right, connect your wallet
or anything and you can use the service and the protocol.
So I just wonder how there's farming, so to speak, or maybe there is no farming and this
is just going to be an ecosystem token for this specific kind of sleuth desk that they
have, right?
Still going to provide the bubble service separate, have nothing to do with each other.
So go ahead, Flame.
And then I got a couple of things to keep going.
So go ahead.
So one other thing I have is generally speaking, you want to keep an eye on all things Barra.
You want to keep an eye on the Kingdomly Mint website and I'll post something to that effect.
But basically, you're going to find out about a lot of upcoming mints.
You're going to find out about what's going on on secondary for a lot of Barra chain NFTs.
And I would just keep an eye on that one.
And then if you haven't already started playing with Baratopia, you know, I know that was mentioned
on the show, but it went live on Friday, I think.
And you can apply for a whitelist still there.
And you can still also earn Barra testnet tokens.
I'll go ahead and pin tweets to both of those.
And then there is a secondary market for Barra Bonds Genesis that just launched today on Arbitrum
on Kingdomly.
And it's pretty reasonable price right now.
It's like 0.0054 ETH.
So, you know, definitely do your due diligence.
Check out the project.
Make sure you know you're aping into before you ape.
But this one looks promising to me.
There's also a random one that I don't, I'm trying to find like some real connection to
Barra chain other than they say that they're, you know, involved with Barra chain.
And it's this one called Popo Barra.
And these are a little more spendy, but not crazy expensive.
It's a 500 supply, 75% minted, 0.015 ETH.
And it's in public.
Three per wallet is the limit.
But again, looking at their socials, I'm not seeing a lot of like strong connection to Barra.
So I don't know exactly what the deal is with this and why it isn't sold out.
Look, personally, I wouldn't mint anything that's not on Barra mainnet anymore.
Like the days of buying old NFTs or getting into new, that's long and gone.
That was six months ago, right?
I mean, every single Barra asset that's on the Magic Eden front page has been building for years.
That's just that, right?
And then let's just, if you kind of continue and even going deeper into that, not saying that every new team in a sense is a grift.
But the reason that people were minting on Arbitrum, on Zora, on Optimism across all these chains were, one, it was funding development for building.
The fuck are you, like, what are you funding?
Mainnet goes live in less than two weeks, right?
There's literally billions of dollars in grants and funds that will be live if you're an actual builder the minute mainnet goes live.
So to me, anyone trying to squeeze in or squeeze out a little bit of liquidity during these last two weeks is just doing that, right?
Because in a sense, if you knew you were going to go, you knew when mainnet was going to go live, you would have been building.
You would have done this months ago.
If you're brand new to this, why are you squeezing money out within two weeks?
So I would just be weary.
I would much rather spend money on things that are already in the Barry ecosystem and established, and there's a million of those, that are somewhat affordable, than look for the newest and the greatest, right?
Just because we know, similar to how before Blast went live or anything like that, as soon as the doors open, everybody wants to get a game in the casino.
So there's already just too many pre-established projects, in my opinion, because of the chain being built for the last two to three years.
I'm not saying, once again, I'm not saying everything new is bad.
I would just be extremely cautious because you can deploy that same amount of money when mainnet goes live, and you'll have the certainty that you're at least on mainnet.
Yeah, no, that's a good point.
And, you know, if you compare and contrast the two that I just mentioned, obviously this Popo thing is like totally like a degen play.
And again, like you said, it's on ETH mainnet, so probably a wash.
But Bear Cage is the project behind Bear Bonds, and if you look at their socials, this thing that's on Arbitrum that you can get on Kingdomly on Secondary, again, do your own research as far as what the project actually does.
Don't just buy it because it says Bear Chain, because they've got a bear and a chain emoji next to the name of their project.
But it does have close to 90,000 followers, Bear ID is one of them, and it looks like they've been posting for quite a while leading up to this mint.
So it's not just something that appeared overnight.
It had Galaxy Quests and all kinds of stuff.
Steve, I think you were going to post up the mint schedule.
I don't see it up there, but I just forget the name of the profile, the guy that's been doing the good recaps.
But he mentioned the whole Popo one, and it seemed like they were like an old profile that kind of changed and, you know what I mean, like rebranded into like Bear stuff.
So, yeah, if you don't have any access to like tools that can show you kind of the history of like a profile, I'd recommend it.
Money's a good one, M-O-N-I.
But a lot of that has been popping up, especially you saw it like with Ordinals, you know what I mean, like the rise of Ordinals last year and kind of the, you know what I mean, and then like Bass and like Blast.
And now Bera and Abstract, you know, a failed project can literally just keep the same profile and just switch up everything, delete all their posts, delete all their replies, and then move to a new chain.
Totally.
And the other thing, too, is people can buy aged accounts for like nothing.
Yeah, so like those type of things, like again, it's always good to kind of keep track of things that are minting.
But, yeah, Kimmy Kim, that's one thing that he mentioned or he or she, they mentioned that, yeah, that one had some like, you know, kind of like suspect history there.
But, no, the Bearcage one looks good, too.
The Killer Beans one minted out on the Origenesis.
I haven't seen that on Magic Eden yet, but that was another D-Gen play on the Bitcoin side, the small mint.
So, I know last week we had frogs.
Seems like people are willing to like gamble on the Bitcoin side right now with kind of how things just are kind of slow there on both Origenesis and Runes.
But that's one to watch out for today.
I was just looking at that one.
They whiteness that a bunch of our community or a bunch of like the Origenesis communities.
So, yeah, the Killer Beans should be on Magic Eden pretty soon.
And then our resident Barra crew member did drop something in the chat that I want to bring up is, you know, with all these Barra chain giveaways going on, a lot of them are crossing over into the Ordinal space.
We saw them kind of tapping into like ETH and Solana projects.
But there are starting to have like some more of the prominent Ordinal projects get allocation for some of the bigger mints.
I saw like Wizard of Orr, it's got the Bulla whitelist, which is really big.
So, yeah, I would say if you're in the Ordinal system, just hop on AlphaBot.
That's what Dan recommended.
Or just make sure you're in those Discords to kind of keep track of maybe you have some exposure to Barra just by holding some of these Ordinal assets.
I thought that was a good call out.
Yeah, I appreciate that.
I'm going to post something up to the top.
It just gives you guys kind of an idea of what people are expecting.
I mean, we've been waiting for this moon math, right, of what these bond bears are going to do, what these different bit bears and just kind of the rebases from Barra chain, right?
As mentioned, Barra chain has been kind of building for, I'd say, two and a half to three years, roughly since the end of last cycle.
And in that, right, you've had just different rebases.
And as the chain develops, projects ultimately continue funding and they launch new, et cetera.
So the bears themselves, which are the bears literally holding bongs, and then there's the bond bears, the ones with the suits, et cetera.
These are all continuations of, I would say, the same collection, just kind of OG and then, you know, breaking it down further on.
So give me one quick second and I'm going to post up top just the idea of the moon math that some people are expecting.
And it makes sense, right, because you're sitting there, you're like, why would you buy something that's 800K, right?
You're starting to see some of these half a million, quarter million dollar sales on these assets that big whale like CBB0E3 or whatever out there spending mad bread, pre-deposits in that 1.5 billion.
So it's like, what's going on?
So in a sense, I'm going to pin this up top.
This is just basic moon math for the primary token of the chain, right?
Not the ecosystem, not like steady teddy teddies, not honey jar honey or any of that.
This is as if you were getting an airdrop of Ethereum of ETH when Ethereum went live, right?
So that's what these people are expecting is an airdrop of the primary token of the chain, aka Bera or BGT, potentially, right?
No one knows the actual name, but it's written up top.
So the bong bears, right, sitting at a supply of 107, current price right now is 800K for a bong bear.
In this moon math breakdown, right, assuming Bera comes out at a $2 billion evaluation, granted it has $1.5 billion already in pre-funding, so we should see something maybe around the 5 to 8 in my opinion, but we'll see.
Anyway, at a $2 billion evaluation, holding one of these bong bears, right, the highest asset in that ecosystem, should yield you $214,000, roughly, right?
That's one-fourth of the price of the actual asset, and you still get the asset on mainnet as well.
So that's kind of where you can see the math.
And then you break it all the way down.
You see that the real value comes down to the cheaper assets, right?
Roughly the bit bears, you buy a bit bear for 20 Gs, and you're projected to receive at a $2 billion, which is basically free, what it is now, 10 back, right?
At $5 billion, you're at 25.
And so in my opinion, if I was looking and I had a bigger wallet to get some exposure, yeah, you can get tokens from these projects.
Yeah, you can get tokens from the protocols and all this test net use.
But the bigger wallets that have a little bit of change on the side or are wanting to actually get exposure are basing it off of, what can I buy that gives me the direct chains coin?
And it's these bears.
It comes up to a total supply roughly of about 10,000 NFT assets.
There is one more rebase bear that should be out and will be potentially included.
But for now, if I was to look at this, the best value wise is either the bit bear sitting at 20 Gs, which is a current floor price of 6.4 ETH, with a potential airdrop of 10 Gs at 2 bill or 25 at 5.
So I was just looking and trying to figure out a way to get better exposure in that sense of trying to grow and just, you know, what am I going to do instead of doing these test net tokens?
What do I, if I don't get something good from playing around and doing X, Y, Z, right?
Because a lot of these are going to lose value once they come to main net.
And I think similar to runes like prunes, right?
All the prunes, all the pup prunes were sitting at half of Bitcoin.
As soon as we get over here, they converted and they roughly cut, I would say, about 30 to 40%.
So I can see something similar happening once you get the rebase of main net.
And this goes for everything from Barra to Monad to Abstract to anyone that's doing pre-launching.
I know that Barra is the primary one launching stuff before main net.
But anyone that does Monad or Abstract, I'd be looking at the same kind of price prediction.
So just wanted to put this out here.
If you've got a bigger wallet, if you're looking at a way to get exposure, here's a little moon math chart for you, which is speculation and speculators.
Let me kind of finish off this Barra chain stuff and then we'll finish it up.
So next, in terms of Barra chain and just opportunities for you guys, I want to go into...
Give me one second.
So this is one of the bigger games that's over there, right?
They just came out yesterday and announced their $2 million funding.
It's called the Baritone Game.
You can go and buy a Founders Sailcloth right now on Magic Eden if you wanted access to it.
Sitting at 0.9 ETH.
It's up 10% on the day.
But yeah, so $2 million seed round funded by Animoca and others.
So Animoca's already starting to dabble their hand over here.
And it's almost like a 3D version of...
What is that?
Animal Crossing, right?
So graphics look dope.
In my opinion, it's probably going to be the leader that comes in that game side of things, at least for now.
And it'll eventually start to scale out.
I know a lot of people are trying to get exposure either through buying the Founders Cloth,
but there is no correlation to whether you're going to get a token or not.
But once again, it's proof of liquidity chain.
Every protocol, almost every PFP is going to have some type of native token attached to it.
So I just want to make sure that you guys are aware of that.
Did you see...
I think it was the founder who quoted it, but the Mirror articles, right?
Like that's kind of the bigger thing, I would say, like for Bear and like as they kind of release information.
Did you see that part?
No, I mean, I know that you get the Mirror articles and minting them and collecting them
has been a way of like obviously crowdfunding and sourcing for a while,
but they are part of the Cup Quest and stuff like that that you do.
So I know that ultimately if you have specific Mirror articles, you get access to different raffles, etc.
But I don't know if there's anything new or extra past that.
No, so yeah, like just to that point, right?
Like kind of how Bear has done it, they've released a lot of their news on Mirror
across all these projects that are releasing on the chain.
But yeah, they actually, the one that was included in that announcement
that you've been to the top on the seed round funding was Mintable and it was 500 of them.
And so yeah, the foundation just dropped kind of some stats on it
and, you know, 500 minutes went through, kind of split up through like Honeycomb
and those safe cloth ones that you were talking about.
But then also just a new community member going into the ecosystem for this game.
So I don't know, I just find it interesting.
There always is like some type of perk around it,
maybe just like getting access to something else, especially to the Cup Quest.
So just something to look out for.
Like if you are diving into Bear chain, like a lot of these Mirror articles are
are Mintable and they might be beneficial just to have them.
And they're pretty cheap.
I mean, they're like a dollar or so to mint out.
They're not like anything crazy.
So just something I thought because he quote to it.
I was like, hey, that's pretty cool.
Most of them are on base too.
So if anyone needs, I mean, you need base ETH for it, right?
Or Arbitrum or something like that.
It's all on all the VM chains.
So if you have literally five bucks over there,
you should be good with all these articles.
Yeah.
So yeah, I got a couple more Bear stuff too.
I just been at Bearitopia.
Flame called out earlier.
But yeah, 675 NFTs.
A lot of these Bear, at least projects, are pretty low supply.
So hard to come by in terms of whitelist, but definitely apply for that one.
Another one that I saw pop up was Schizo.
Let me find it.
But some more Bear stuff, but Schizo Civils, you look pretty good in terms of like,
I guess like meme ability for a meme chain.
So yeah, 1,300 of these.
No price or date on when these are going to be minting or if they're minting on the actual
chain or the, you know, another one of these all chains.
But yeah, just something to look out for.
That one looked pretty cool.
I think Dan or Josh kind of dropped it in the chat.
So kind of always look to them on stuff that they're looking towards.
But yeah, I do have some other stuff like on Abstract and like Ordinal's and stuff.
But I want to check if you have anything else on the Bear side.
We'll check with Phoenix.
What's up, bro?
Do you have something on the Bear side of things?
I know you came up.
And then if not.
Yeah, I got a bunch of Ordinal news and some opportunities on that.
Yeah, I just want to say with those articles, you got to look inside the articles because
there's mints inside the articles.
So a paragraph might have like the word a or the, which is also another mintable article.
So a lot of them have 60 different articles that you can mint in that one thing.
So you got to look out for that also if you're planning on collecting them all.
That's all I got to say.
Appreciate that, Phoenix.
Yeah, so not all of them are even valuable.
Make sure that you're collecting the right ones.
I mean, because you also saw the articles with the BM2C collection, right?
Owning one of the or two of those articles gave you access to all these new whitelists
that they've had.
So a lot of them or a lot of that ecosystem is using this as, like we said, a way of crowdfunding,
but also a way of figuring out who's actually interested in it, trying to participate and collect.
Before we shift over to a couple of the ordinal news and just more or less some last opportunities.
Go ahead, Gambler.
Yeah, I just wanted to ask and kind of bring this to the table real quick.
The topic of Vector, Vector.fun.
I'll pin up just their pinned tweet just so people can kind of check it out and see what
I'm talking about.
I'm not using it yet.
I'm seeing it more and more in chats.
And what I understand it as is like a social trading platform.
People are getting their vector codes out.
It's a bit invite only.
You can follow people's trades.
Again, I haven't used it yet, but it's, I mean, they're crushing the timeline right now
in chats as well.
I'm, I'm never the first, you know, one of the first ones.
You're good then because you're about like fucking two months late.
All right.
All right.
So everybody doing this, everybody in their mother.
So I'm not, I'm not even worried about trading.
I'm just kind of wondering if the tool is overall, like social experiences.
It's really, really dope in that sense of just clean UI, clean UX, the ability to follow
trades, see those bag workers, right?
You can actually see motherfuckers that log in every day and buy $5 of their bitch ass
token.
So you're like, okay, GG is like you deserve to win.
And so, or you can also see like, yo, gambler just bought the top.
Let's point and laugh and you're asleep.
You don't even know you bought the top.
You woke up to us clowning you, letting you know you bought the top and that the token's
at zero.
So it adds that element in.
And so that's the cool part is it becomes kind of the evolved version, right?
Of what we saw, a blend of friend tech, a blend of a shitter bot, right?
A photon.
And it's kind of like this whole culmination of a place for you to be able to either do
communities or be anonymous because you can hide all this stuff too.
And you can just say, hey, be on the leaderboard as the number one position, but not broadcast
any trades.
You also have the ability to referral based and everything's linked.
So if I broadcast that I bought a two coin and you go by right after my broadcast, I will
share a little bit of the profit that you make if the coin goes up.
Right.
And so it's like it incentivizes you to share these trades with other people just in case
or so people can follow you into either the slaughter or the wins, but you can go either
way.
So I like the actual game loop, I guess you could call it, and the social fi element of
I mean, certain people are making mad money on just making good calls and having people
buy after them.
Right.
You don't even have to be like the good.
You can just suck at trading and just find a good coin broadcast that you bought five
dollars and make two soul off of other people trading the coin and you only having five
dollars.
Go ahead, Trill.
No, yeah, you broke it down perfectly.
I've been using it for like a week and yeah, the broadcast feature is kind of like it's I
think it's like a mix of like a pump one with that one, the friend tech one.
Right.
Like you can see what everyone is doing.
You can also like hide your trace, but yeah, some people have hit big on there, especially
I think with the large language model, that one was like the premier one that really took
off like through vector and it is pretty easy just to get into it.
You can buy like straight off Apple Pay through Moon Pay or you can just like set up the wallet
that you have in there.
And yeah, and then you have the fees, which is also like reminiscent of a friend tech, right?
Like getting people to join your thing and like sell your, sell your profile and stuff
like that.
So it's fun.
It's also from the tensor team, which we just, you know, called out earlier.
You know what I mean?
They gave us like a free couple hundred dollars last year just by making at least one trade
on their, on their platform.
So we'll assume something here would happen similar.
You know what I mean?
Like in terms of just like participating in it.
So I, I, anyone who's like in the soil ecosystem is like shilling their code.
So if you're like, you need a code, the profile also, you know, throws a couple out every now
and then.
So it's a fun app, but definitely don't like go crazy on it.
Cause again, you can literally go to sleep, but it's still trading mean coins.
So it's not anything like verifiable.
You have to be on that thing like all the time.
So that's the only thing I would say, um, I've been pretty chill with it, but, uh, yeah,
that's, that's like, uh, just make sure you're not going crazy on it.
Well, I can't think of an example of social fire that I've ever been bullish on myself
personally.
Um, but this sounds cool.
So I might check it out.
Appreciate the feedback.
And then real quick, uh, I know cheap and something else up, but right before that, I
thought this was actually pretty cool.
Uh, if any of you guys are familiar with chime, uh, chime is, uh, one of those like
digital banking apps, uh, maybe that's too much, but it's, it's an app where you can send
money, but it lets you send money to people, whether they have the app downloaded or not.
Right.
So usually the person you're sending money to needs Venmo or Zelle or whatever it is,
the cash app that you're using with chime, they don't need to have that, that you just
need to have their phone number and you can send them money.
And so the reason I bring that up is because moonshot, uh, dropped this an hour ago, shout
out to, I think double who shared this in the chat, um, that you can now, it says onboarding
speed run record, send coins to people without moonshot.
Once they download the app, it'll be in their balance.
And that's exactly how chime works.
Uh, so this isn't a chime endorsement, but I just think that's really cool.
And I think the way that moonshot is doing, this is really cool for those of us that want
to onboard our friends and family, uh, obviously make sure that security is always a part
of that conversation as well.
Um, but the fact that you can send it without them, without being like, yo, you got to download
this and do this and do this, like really cool, big step forward, I think.
And just another reason to be bullish on moonshot.
Appreciate that.
Go ahead, Flam.
And we'll wrap it up.
Cool.
Yeah.
Just a few more quick things.
Um, first, uh, so the solid airdrop, like if you got a Solana ID, basically they just put
out instructions for everything you need to know about the pre-season airdrop.
It's pretty lengthy.
So I'll just go ahead and pin the tweet.
Um, and then, uh, for those of you who don't know time T H Y M E. She's pretty active in
the space.
And one of the only other people besides Josh, the boss that I've ever heard mentioned Cardano
in a positive light.
Um, she's probably one of the only reasons why I think there's any hope over there because
she's super smart and, uh, very active with them.
She just, uh, put out a guide to, um, bridging to Cardano and all these different tools.
So if you want to play with that ecosystem, um, she just put out a whole list of stuff,
including, uh, a snack bot, uh, referral, uh, that you can check out.
Um, and Josh gave it his thumbs up.
So probably worth checking out if you want to DJ over there.
And then lastly, um, uh, what's the last thing?
Sorry, one quick second.
Um, I found out about this, uh, abstract project through a giveaway.
It's called hoodstracted and, um, I went ahead and popped in the discord, which I hardly ever
do for giveaways just because I think it's a pain in the ass.
Um, and it's a time suck, but on a lark, I jumped in there and it looks like they've got
some good alpha callers in there.
Um, which, you know, take it with a grain of salt, but, um, it's nice to be in a discord
that's running a giveaway for a new chain where there's a lot of hype and they're actually
not just grifting to try to get you to get on their whitelist and get whatever dumbass
vaporware they're offering.
But like, they're already, um, posting alpha in there.
And I do recognize, I think at least one of the alpha callers in there.
So I went ahead and pinned the tweet.
They've got a giveaway life on, I believe alpha bot.
You do have to join the discord, but, um, I think this one's worth poking through if you
like alpha.
That's kind of interesting.
I mean, we'll go to two, but you just joined random ass alpha bots that you see on alpha
bot to spray and pray.
And then you just decide which ones you want to actually care about.
Like that's crazy, bro.
Here's the thing.
It's like a huge thing, bro.
Here's the thing.
That's crazy.
You guys are sick.
Better be fucking top tier, bro.
Y'all are begging to get clapped.
Oh yeah.
I know.
Here's the thing.
Like the ones you don't want to join are the ones where you have to get into these
discords, right?
Like I typically ignore those fervently.
Um, this one, because it was in a, it came from a discord that I trusted.
I decided to go peek in the discord.
Um, but normally I don't fuck with that because like you said, opsec wise, not a, not a good
idea to just be joining random ass discords.
Um, also how much room in your discord, how many discord channels do you have room for
more is the other thing, you know, like I'm constantly getting rid of good ones, bro.
How good of a project you got to be.
If you need motherfuckers in your discord, let's just go there.
And if you offer a whitelist for boosting your shit, you're old, you're washed.
Get the fuck out of here, bro.
Like, I don't know.
I know it's a sad situation.
Most of the time I would say, I would say most of the time it's bullshit.
And that's why I don't do it generally.
This is just one where I did it on a lark.
So be careful with that shit.
If you're going to spray and pray on alpha bot or sub or don't automatically join discords
and don't just jump into the discord unless you vet the socials and do all your homework.
Because like chief said, it could end up being a bad move just for that reason alone.
All of a sudden you got to figure out how to get your token back for your discord because
it got clowned.
Like I haven't seen that happen to me personally.
Like I did do one, one time I joined a discord on about a bad link.
It wasn't from an alpha bot or a sub or giveaway, but it was a giant pain in the ass and a bunch
of I'm sorry for this weird DMs.
So you do want to be careful about that shit.
The way your discord gets compromised is that people join it and it opens up in your browser.
That's what a lot of you guys don't understand.
If you get a pop-up screen on your actual browser, you open the door for basically vulnerabilities
through your extensions and through the back end of Chrome rather than individually when
you open discord and it's calling through the actual app itself, the executable.
It goes through a whole separate security measure.
So just something to keep in mind.
And 90% of the times where your discord token gets cloned, it's because it goes through some
type of actual discord on a browser base and they're able to mask it that way.
Go ahead, Tao.
Last thing, Chief, since you're on this subject, if you ever do get your token compromised, but
you still have access to your discord, just change your password immediately and you will
eliminate access to that hacker as far as the stolen token.
It basically resets when you change your password, but if you're locked out of your discord,
then you're host.
So as long as you have access to your discord, all you got to do is change your password if
it does get compromised.
But listen to Chief, don't do dumb shit and it won't happen.
I just haven't seen many things worth it, bro.
If you ask me to join a discord, I mean, I'm not making that many big bags off of you.
I'm just being honest, you know, like real motherfuckers that making bags ain't in discords,
aren't connecting wallets, aren't doing none of that shit.
Like, I know it's clipping coupons, you know, it's like clipping coupons playing the lottery
type shit, you know, like it's scratchers type shit.
It's not big bags type shit.
Yeah.
And so you got to be mindful of that, especially in an attention economy.
You make a good point.
But if you are going to do it, get into the discord and then leave the discord immediately
if you want to stay in that giveaway.
And if you win the discord and you like the project, go back in.
But it's not worth your time to be doing all this silly shit.
Go ahead, Tal.
Yo, GMyBags and Gmog, of course.
Yeah.
TDA or Stay Poor.
Just won the fucking victory dance.
TDA or Stay Poor for selling your bags yesterday when everything was down.
Horrendous.
You fucking, you fucking rent-jeating motherfucker.
You over-invested.
Definitely never took profits ass motherfucker.
You fucking buy the top of the green candles, sell the bottom of the red ass motherfucker.
Bro, higher, bro.
I swear to God, man, I'm so fucking bullish.
I can't wait for February.
I can't wait.
Make America great again, bro.
We got one.
I'm fucking five more days of this shit.
Yeah, bro.
Watch this motherfucker cut the tax rate 50% across the board for long-term and short-term
capital gains and watch this shit send.
If you are bearish on Bitcoin, go fuck yourself.
If you don't think we're going to at least 75% of gold's market cap, then gold will be higher.
Well, on that note, too, Todd, I mean, you want to talk about perfect storm.
Could there have been a better perfect storm for...
Let's just talk about it as a whole.
One, like Bitcoin to be revived, what, two years ago?
Out of nowhere, you now have devs that want to build on it.
You now have general interests.
You now have nation states wanting to build.
And now we're getting a quote-unquote Bitcoin slash a crypto-centric president.
I mean, if you've had any doubts about the industry you're in, I think that there could
not have been a scripted turn of events that anybody could have wrote down or predicted
or crystal balled five years ago that would have had this shit lined up the way it is
today.
Like, there's nothing.
It is literally a perfect storm that happens in business.
You can look it up.
But they're very rare.
And that's typically when unicorn are born or where you get, like, disruption, right?
And wealth shift.
And that's where we're headed, which is disruption and wealth shift, packing on and tacking with
AI and industry revolution.
So, it's just a lot at once.
I mean, I just, like you said.
Bro, it's so perfect.
Everything.
Everything.
It's like from countries adopting this shit to, like, the president loving Bitcoin, wanting
to be called the fucking Bitcoin.
That motherfucker loves to be loved.
So, if it means people are going to love him to fucking, because he loves crypto, he's
going to adore it.
Like, everything.
Like, you got Michael Saylor, fucking retard, top-lasting Bitcoin.
Motherfucker just never waits for retracing.
He says, oh, we just got two billion?
Send it.
Like, bro, come on.
How can you be bearish on this shit?
You know, at least, at least for, like, six months.
Like, I've heard, I've heard, like, estimates of, oh, Bitcoin's going to 125, 130, 140, and
then say retrace.
Why?
Why?
Like, why do people think it's going to retrace?
Like, and don't get me wrong.
Correction, market corrections are healthy.
But, like, when you see that something in the last seven years, eight years, 10 years,
went from being worth a dollar to $100,000.
Like, what the fuck are you talking about?
Why can't it go to 150 to 200?
Why not?
Why would it stop?
Why won't Bitcoin dominance just keep increasing?
I don't know, bro.
It's just something, something is just so perfect about everything that's been going on for the
last, like, few years that's just setting this shit up to, like, you know, when you see the
super cycle real, super cycle real, motherfucker, all caps with a bunch of exclamation points.
Like, everything.
Send fucking everything.
Send your fucking shitty runes.
Send your shitty ordinals.
Your shitty JPEG soul.
I don't give a fuck what it is, bro.
There's going to be liquidity in this market over the course of 2025 that's going to melt
fucking faces.
And I'm just, every day, my only problem that I'm here is, I just feel under-exposed.
Well, yeah, I mean, it's the idea of moving the goalposts, right?
I mean, if you talk to people last cycle, what was the biggest barrier of entry?
Oh, onboarding, adoption, exposure.
All right, cool.
So, what's the biggest barrier of entry now?
I mean, you got Moonshot.
You have all of these apps that put that in your hand and give you everything you bitched
about last year.
Yeah.
PayPal, MoonPay, E-Trade, JP Morgan.
You can buy the shit, like, everywhere.
Literally everywhere.
You have, nobody has any excuse to say, like, how do we get more adoption?
There is adoption, bitch.
There is easy-to-buy shit, bitch.
Like, shut the fuck up.
Like, I hate you, bro.
If you see a bear, if you see a bear, shoot it.
In Minecraft, of course, you know.
I don't know how your gun laws are in Minecraft.
I'm talking about that.
Go bear marketers.
Go ahead, Slow Gold, and then we'll wrap it up.
Shoot them, too.
Fuck it.
No, I'm just fucking with you, Chief.
Hey, guys.
I'll go quick.
If you've got one of those AirBunny D-Gen devices, you can stake those on their website
now to have it shipped.
But they're also doing a SteadyTed giveaway.
That's the two-button thing, right?
The D-Gen device that was just...
Okay.
You have to stake it to set up the shipment.
I think if you stake as well, you don't necessarily have to take the shipment, but you don't get
all the benefits.
I'll find the post.
I'm putting it here.
But they're doing...
Oh, I pinned one more thing.
By the way...
Oh, my bad.
Just they're doing a SteadyTed giveaway, too.
But you have to buy some of their...
I think it's like $69,000 of their D-PIN token, which is on Hyperliquid.
So, you know, it's like...
I think that D-PIN is running...
For $69,000, I think it's like $1.2,000 USD, somewhere around there.
So it's kind of hefty.
But I imagine they're going to keep using those two things, the stake and their D-PIN token
on Hyperliquid to do drops and stuff.
That's all.
I'll pin it.
Thanks, guys.
Great show.
Appreciate you, bro.
I mean, like...
Go ahead.
Really quick, Chief.
Oh, my...
Go ahead, Tal.
I pinned 9DCC for G-Money and, you know, shout out G-Money, shout out Mike3 and all of them.
They're fucking goaded.
If you bought the box and you redeemed it for your physical redemption, they just opened
up the physical redemptions.
I'll be taking my punk when the thing, what do you call it, when the redemptions arrive
in February.
I'll be parading that all over the timeline, but I want to...
4D, ETHPunk.
Thank you very much.
They're also...
Like, I think they got a couple things included for everyone that did redeem it, so it's not
just the punk and the raffle.
I think they have, like, a bunch of other, like, I think Mog might be included in it somehow.
Um, you basically, when you get your, your, the, the, the RFID scanner or the RFID chip
that's integrated in every single piece of clothing, you, like, set up an account and
you just, like, there's, like, that whole Web3, Web2, um, integration.
I don't know.
I like, I like, uh, G-Money and, you know, he works hard.
His company, he's goaded, you know, a smart dude and he fucking killed it during the market.
So, redemptions are open for all you motherfuckers that bought some of that.
Appreciate that, Tal.
I got it pinned up to the top.
For those of you guys out there in the mood to spend money, um, the project is called
Steady Teddy.
It is not called Steady Ready, right?
If you're out there buying Steady Ready whitelist, uh, you're getting fleeced and you know what
I'm saying?
Like, you're starting to see the, the low IQ of just FOMO starting to take over, right,
guys?
So, please be careful if you're out there trying to buy allocations on the secondary market.
Uh, please at least make sure you're buying the correct collection, right?
It definitely sucked to spend, uh, $2,700 on Steady Readies and, uh, you're the only one
that's ready, uh, for the collection to drop.
So, just putting that out there since we brought it up.
Don't get, don't get got.
Um, and then lastly, in terms of opportunity, I found a couple of things on the Bitcoin side
of things that I think are pretty interesting, right?
Uh, one of them blending all of our favorite buzzwords and not only that, but just some
fun in there, uh, an AI generative art collection made a hundred percent by AI as well.
So, I'm going to post this up here.
It's made by someone called Obi-Wan Satoshi.
So, I found out because of Pawel.
So, I'm going to post this here first.
It gives you just a little breakdown of two projects that he found that were interesting,
right?
The Obi-Wan Satoshi one is January 25th, uh, supply of 250, and then the other one is
just something on Inscripedpedia, but more so just for, uh, this piece up top.
So, it says, attention, the first ordinal created by a web browser AI is launching on the 25th
of this month.
We'll be releasing 250 pieces, which is a truly remarkable feat.
I've been busting my ass.
I've been blown away about how AI took my original script and generated an extra 200 outputs.
And so, for those of you guys who want to see, he does a full screen recording of exactly
how it goes, his original generative output, and then that AI kind of extrapolates it, saves
a zip file, and inside you see all the outputs.
So, these are ordinals that will be on the Bitcoin side of things, January 25th.
Smaller collection, 250, right?
But, ultimately, just the lore, the story behind all of this could add to some decent price
action.
Next, we talked to you guys, or a lot of us participated with Grass last year.
They dropped their roadmap yesterday.
I don't know if anyone saw this, but for those of you guys that are still either bag-holding
Grass or just in general participating in Grass, Grass was, is, is supposed to be an AIL2
on top of Solana.
It would farm slash allocate your extra bandwidth, right?
So, let's just say you pay for 50 gigs and you're only using 10 or whatever browsing the
internet.
It would tokenize and basically sell out the 35 that you had left over for AI agents to
process equations, whatever, right?
For just use.
And so, something to look at if you're into Grass, if you're staking it, go check out
the white paper.
Go see the plans for next year.
I know that a lot of TDA was involved in that.
And then, lastly, Sunzai Labs, right?
X talked about this.
We talked about this with Gabe Layden and just that slate.
Here's a full thread write-up on a little bit deeper dive into Sunzai Labs, exactly what
it is, what they're building, and how to potentially get some exposure.
So, I think that basically wraps this up.
If you guys are or do hold any assets that get you exposure to Abstract, make sure you're
inside the Abstract Discord, right?
Make sure that you do everything you need in order to get your roles.
We saw that certain people were awarded with Pengu because of their roles.
So, it says, one hour ago, Abstract Ecosystem tweets, mainnet is coming.
Are you ready?
So, once again, make sure you're doing good OPSEC, right?
Careful connecting your wallet.
Make sure you're using some type of delegate system.
But don't miss out on free money, right?
Go inside the Abstract Ecosystem.
If you have any of the assets that give you some type of specific role, could equate to
something.
And I'd also be looking at probably a little bit less talked about place, which is Luca saying,
that all physicals and all extra part of his ecosystem in the Penguverse will get an
allocation of Pengu slash have the ability to redeem some extra Pengu once Abstract mainnet
goes live, right?
So, I have some cards.
I have plushies.
I have the Five Below Igloos and just a bunch of like little cheap stuff that every time I
see it, I'll go pick one up in hopes that it'll at least be worth the Pengu that I get or the
Abstract from it.
So, it could be something to keep in mind right now when it's all available at your Walmarts
or whatnot.
Other than that, appreciate everybody that came up.
Gambler, Trill, Flame, Iceman, Gold, Tout.
Everybody that came contributed and just helping us move this week along, right?
Shout out to X.
Appreciate you, man.
Hope you're doing safe.
We got it down.
And other than that, man, we'll catch you guys later on this week.
I'll throw it to Trill to see if he has anything else to wrap us up and then we'll do our outro.
Go ahead, Trill.
Yeah, before we close out, there's a couple things on my end.
Yeah, you pinned up the Abstract thing, so definitely look out for that.
On the east side, Trio, Marketplace, we had them on the show a while back.
They announced a pretty cool art drop coming on the platform called The Scream.
Obviously, that's a famous painting, but they have a few artists, including OSF, Rekt, and
Hardo that they're going to be minting on there.
So, I just thought that was cool, kind of a classic take on, or a newer take on a classic
painting.
So, if you're on Trio, you can farm XP, and eventually that'll also be a launch similar
to everything else that we've talked about up here.
Just another thing to farm, and minting stuff definitely helps.
And then, I don't know if you saw this, but base heads, I think X called this one out a
while back, or you probably sent it to me, but yeah, they're like little circles, but
they change based on the block.
Every time there's a new block, the color changes on these ordinals, which I thought
was pretty cool, but they did a longer write-up on that, but if you haven't looked at base
heads, it might be something that collectors want to get into and stuff like that on the
ordinal side, but a couple other stuff, but I'll just throw it into the chat.
We haven't got to share it up here.
So, no, man, I appreciate everyone that came up and also just shared.
Again, like, this is exactly what we want.
We want a stage that people are contributing and adding to the conversation.
I appreciate you kind of coming on early on as well.
She's already gone, but that was cool to have her up here as well.
But yeah, I appreciate everyone that came up and everyone that tunes in, likes and retweets,
and just look out for that thread from Allison.
Yeah, I appreciate everybody that comes out to TDA after the show's over.
There'll be a thread that'll be a recap of everything that we talked about here.
We use that as a way to get opportunities for our community, but also as a resource when
we're doing a little bit of research further on down the line and allows you to listen to
the show while also seeing what we pinned up top.
We do this Tuesday through Saturday, 10, 15 to about 12, 12, 30.
It's TDA or Stay Poor.
We'll catch you guys tomorrow.
Y'all be safe and have a good one.
