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THE DAILY ALPHAβ»οΈ
Recorded: Sept. 19, 2025 Duration: 1:16:30Space Recording
Short Summary
In a dynamic crypto market, recent trends indicate significant liquidations and the impact of major option expirations, while Ethereum is poised for its best Q3 ever. Anticipation builds for upcoming token launches and partnerships at the Token 2049 conference, signaling a potential growth phase in the industry.
Full Transcription
Thank you. Thank you. what up what up appreciate y'all that is on yes sir yes sir it's september 19th 2025
it's friday it's the last show of the week so we appreciate you guys stopping by this show
allison's thread is pinned up top. Everything that we discussed
on yesterday's show, I think it was a pretty good conversation. I had fun yesterday just kind of
talking, having people up on stage, bringing up content, bringing up ideas, people having
different perspectives. That's how the space started. And yesterday's show is very reminiscent
of how it started. so i enjoyed yesterday's space
if you guys have anything you want to talk about feel free to come up request up um we love your
banter we love your opinions if you guys want to sit down there and listen obviously the comment
section is down there at the bottom right you can comment tag us me or chief and uh we'll bring your
kind of discussion into the fold here so So we appreciate you guys, man.
Been doing it for three and a half years, and we wouldn't be here without y'all.
So I guess this morning, we just had some liquidations.
It just kind of shows you this space has kind of ran on momentum and news trading and shit like that.
I think there's over, I guess it 4 billion or 4 million worth of longs
liquidated. Oh, $168 million of longs have been liquidated in the past 24 hours.
Then we just got an update from Watcher Guru talking about the same thing just now that I
talked about it. So that happened. Obviously, there was a bit of euphoria in the past two days
with kind of trading the news and trading the FOMC meeting.
But something that's happening today is people call like the triple witching, which we have like ETF options and all this stuff expiring on the same day.
And that kind of leads to like some price action during the negative way.
kind of leads to some price action during the negative way.
So $4.9 trillion in stock and ETF options will expire today.
This is almost 1.2x higher than the crypto total market cap.
Historically, such large expirations have caused downward volatility for stocks and crypto.
In March of 2025, this led to a crash in the next two to three weeks.
In June of 2025, BTC consolidated for a month and also dropped below 100K.
Now the options will happen today, and people are building up huge leverage positions.
I've seen this one over and over again, and I know how they end.
The leverage will be flush, dips will come, and BTC will rally to new all-time highs.
So I don't know if that happens. Obviously,
if everybody's looking at the same chart, typically it doesn't happen. So yeah, we've had over $111
million of longs liquidated. So maybe the worst is here. Late longs got exposed and now we're at
the point we are. But typically on these expirations, people like to bring max pain.
They break to some kind of equilibrium where no one wins in longs or shorts,
and it comes to a stand store where everybody's P&L is at zero.
So I don't know where we go from here.
I mean, the past few days kind of felt a little frothy, so it is what it is.
I don't think we actually get a bull market until we see ETH break 5K, BTC back above all-time high.
Solana's been producing pretty well.
I'm looking for a dip around $2.30-ish for that one to kind of DCA into that.
But on top of that, I mean, there's been, like, everybody loves to look at the global M2 money supply and all that shit.
China just added $3.9 trillion of usd in 2025 and if you look
at the m2 money supply it's going pretty parabolic um we're kind of if you line it up it's we've kind
of gone sideways while it continues to go up and this morning you've seen a lot of stuff
in the stock market continue to run while crypto kind of runs sideways.
So gold is going-
The money chart is three months behind, right?
I think that that's one thing that a lot of people don't understand is the chart itself is on a three-month delay.
So whenever you see the moves, the Bitcoin aspect is three months after the actual M2 printing and when that moves itself.
Yeah, and I just think Bitcoin's kind of lagging.
I mean, gold and other stocks have been running while Bitcoin's kind of, you know, is liquid all the time.
People are trading all the time.
There's a lot of leverage involved.
There's a lot of, you know, negative price action or just negative sentiment sometimes.
And, you know, it affects that price. But if you're just looking at the stock market in the past 24 hours, you have NVIDIA up a percent,
gold's up a percent.
A lot of the stocks are up, but Bitcoin's down, you know, 2%.
Ethereum's down 3%.
XRP's down.
So this could just be lagging, right?
This could just be lagging.
And, you know, maybe just today with the expiration dates,
bringing some volatility to the space after we pumped after the FOMC meeting,
people taking profits, and then, you know, going into the fall season.
I mean, I just take a walk every day, and I'm noticing the leaves are changing.
People are putting up.
We hang Christmas lights.
I've walked by this lady that she already has her Halloween decorations up.
So we are getting
into the seasonality of the bull market where we typically pump in Q4. And so it's coming. And,
you know, we got to force people inside. It gets colder. People are around their computer more
instead of hanging out to beaches. And then, you know, people want to trade more. And so we are
getting to the point where this is kind of the end of the cycle plus the seasonality we typically rip and
like how many times have you heard in the past two months that September is the worst month
for Bitcoin just like selling May and go away was also a thing until it's not I mean the best
September in Bitcoin history I mean this you know September's not over uh this was posted a day ago
but we were up eight percent in September supposedly September's the worst. This was posted a day ago, but we were up 8% in September.
Supposedly, September's the worst month, but we are up 8%, maybe 7% or 6% now,
which would be the best Bitcoin in history.
In 2024, we're up 7%.
In 2023, we're up 3%.
In 2022, negative 3%.
2021, negative 7%.
2020, negative 7%.
2019, negative 13%.
So everybody likes to look at the same shit like everybody likes to look at the same shit.
Everybody likes to look at the same charts.
It's a self-fulfilling prophecy.
And then when everybody believes something,
that's typically when it's priced in and things do differently,
just like we saw sell in May and go away.
And then also ETH on track to have its best Q3 ever.
81% in Q3.
There's not been a better Q3 for Ethereum in the history of Ethereum.
So, I mean, it's seems bad uh liquidations
the you know red on on you know everybody's you know on this roller coaster but if you zoom out
and you're looking i mean bitcoin's had its best september ever after you've been psyop that it's
the worst month ever um and then eats on track to have the best q3 so it's really about just
hanging out not getting chopped up,
and continued positioning itself.
And a lot of people stabled, right?
I mean, I'm not going to say a lot of people,
but a good chunk of people stabled with this talk of September being the worst month.
I mean, I think we saw Bored Leonidas was, you know,
either trolling or just talking in general.
But, you know, he said, hey, I took a
vast majority of my port and I stabled before September just because of all the bearish talk
that was on the timeline, you know, and of everyone saying it's the worst time, this and that.
And I mean, ideally, you make your own decisions. But also there's I mean, you can't ignore what
everyone else is saying, right, especially people that have been here multiple cycles or something
like that. When things look a specific way. Yeah yeah it's a grain of salt and you make your own decision but a lot of people are in a sense
sidelined for this and that's typically when you get that max pain aspect is when people are
sidelined right if everyone was enjoying the september up it probably wouldn't be going up
the way it is 100 yeah i mean sometimes i feel like if everybody believes something then it's
priced in and then the market results goes the other direction. But a green September
has historically resulted in the next two to three or six consecutive months closing in green too.
Yesterday, we are currently up 7.8% for the month with less than two weeks to go.
Keep things green for the rest of the month. Q4 looks promising. And this is a chart just showing you in 2024, we had a 7%.
October was a 10%.
And November was a 37%.
And then December ended in a 2% downturn.
In 2023, we had a 3% September.
We had a 28% October and an 8% November and then a 12% December.
Back in 2016, which was the last bull market, I guess it was one of the bull markets. We had a 12% December. Back in 2016, which was the last bull market,
I guess it was one of the bull markets,
we had a 6% September, we had a 14% October,
a 5% November and a 38% December.
And in 2015, we had a 2% September, a 33% October,
a 19% November and a 13% December.
So if we could close in green, looking at this data,
and you know, like everybody's
looking at the same data, we typically have at least three months of green. And there has been
times where we've actually had four consecutive green, which would kind of lead to us to thinking
that this is the beginning of the like phase where people are going to make a lot of money. So
yeah, it's about staying liquid. It's about not getting zeroed out. It's about continue to have
cash flow ready to participate in this stuff.
And it looks like the worst is behind us.
And it looks like the next two to three months are going to kind of be some green months.
So it's pretty bullish.
Pretty bullish.
And you were just talking about stable coins.
I think this was interesting.
Everybody loves to talk about Bitcoin.
And people wrap their Bitcoin too.
So you could do wrap the bitcoin this and that it can be stable it up or just you know not stable it up but
just be able to transfer it to different chains like evm or solana this and that but 66 that was
interesting because that was one of the i guess the main arguments for this whole idea of ordinals and different assets bridging to
soul, right, was people with this, well, we have wrapped Bitcoin on all these chains.
So ideally, why would we not have a wrapped version of a Bitcoin token or an ordinal,
whatever, maybe a rune, whatever the fuck you want to call it, right?
And I mean, to a certain extent, that makes sense.
I just don't think that they're, you know, one and one in the same, you know, really in that sense.
But yeah, it is a good argument for that. Right.
Because I mean, the goal is to lock up liquidity from other chains into these assets.
Right. But it's at the end of the day, it's locking up liquidity into Bitcoin assets.
It's not just trading a number pegged to the Bitcoin asset
on a different chain,
which is what we've been doing
a lot of the time, right?
It's just trading a coin
that's pegged to Bitcoin on sole,
but it's not like we're treating this
as actual Bitcoin
or utilizing it as such.
Yeah, I mean, we've had the option
to actually convert
like Solana profits into like CBBTC.
So there's a lot more wrapped options in general.
And then, you know, if you still want to get exposure to the market
and you don't want to stable up,
I think the next best thing would be just wrapping
into one of those BTC pairs, right?
It's like, it's the most, you know,
it's the best asset in the crypto space.
And I thought that it was interesting that 66%
of all wrapped BTC
traders are on Solana. The supply of BTC on Solana is also growing consistently. So it's like,
I don't know, I just thought that was interesting that a lot of these people that have their Bitcoin
that's wrapped, it's actually on Solana. And we've always thought that these profits would
flow into ordinals and runes. And it just looks like a lot of these products are actually flowing into where the attention is,
was actually Solana this cycle.
So that was an interesting metric to kind of just like pop the balloon on the whole phenomenon that,
oh, these BTC maxis just keep their BTC on chain.
They'll do something.
Well, some of them are wrapping it.
I'm not saying all these people are BTC maxis.
Maybe these people are actually taking on their profits and stabling in Bitcoin.
But 66% of all wrapped Bitcoin is actually on Solana right now, which kind of makes you think these are the people that have the money.
These are the people that have the conviction.
You know, maybe this is where they want to do their altcoin season this cycle and not Ethereum.
Well, I mean, when you have wrapped Bitcoin, right, or at least Bitcoin that you're using on these platforms. I mean, if you're investing into
these, like, for example, I put Bitcoin into Lombard for Barra, right? I mean, ideally,
but that's not native L1 Bitcoin anymore, right? It's a wrapped synthetic version of Bitcoin that's
pegged to it. And when you sit here and you take profits into Bitcoin, you stack Bitcoin,
you have a lot of it sitting there, right? I mean, it gets to a certain point where
it's almost foolish not to get something out of it, right? Even if you're talking about most
basic yields of 2% or 3% that Coinbase offers, whatever, right? A lot of these people don't
want 2% or 3%. I mean, you're already in the slow-moving asset, so to speak.
So most of them are looking for substantial gains.
But they want to still be pegged to the Bitcoin price action.
That's why you see, I guess, these liquidity platforms and these, I guess you'd say, restaking platforms, right?
Similar to Lombard, Concrete, all of these that are designed so that, right?
You grab your Bitcoin, peg it to Bitcoin on a different chain, but now I can stake it and farm
Katana. I can stake it and farm Baruchain or Monad or whatever. Any new chain that's requiring
or needs TVL, I can participate, earn a yield and still be in Bitcoin, so to speak.
Right. Like at the end of the day, I'm not fucked because I get my Bitcoin back and then whatever
Chuck E. Cheese bucks they give me on top of that, they're just on top of that. Right. But I'm not
losing my Bitcoin in order to buy this coin. So I think that that's the biggest difference here is
that when we start seeing Bitcoin be actually used through these restaking and wrap platforms a lot of it is for that
is for people to use it um as not not startup capital but startup capital that they
delegate towards these new protocols and platforms i'm with you on that yeah i mean
that's why you're starting to see btc defy spin up because a lot of people like oh don't go to
solana come to bitcoin and stake your bitcoin on bitcoin and uh and that's why you're starting to see BTC DeFi spin up because a lot of people are like, oh, don't go to Solana. Come to Bitcoin and stake your Bitcoin on Bitcoin.
And that's why you've seen the massive uprise of all these DeFi protocols actually popping up on Bitcoin because, you know, people unwrap and put it into Solana.
And then that's TVL.
That's, you know, that's liquidity that is probably never coming back.
So it's just interesting.
I thought it was a good dynamic.
But obviously, it's like announcement season. This is good because like I mentioned, if you're going
to do some token airdrop, you probably want to do it during the bear market or the bull market,
not the bear market. And who knows how long it's going to happen, right? And who knows how long
this cycle lasts, but you want to do it with euphoria. You want to do it with retail here.
with retail here. And next week, I think it is a conference season. I think it's in Singapore.
And next week, I think it is a conference season and I think it's in Singapore.
So you're going to start seeing more announcements next week. You've already seen the uprises of
people getting off their hands and flashing their cards. We have the Plasma TGE next week.
So that's going to be big. We have Meteora that's coming out with an airdrop. On top of other people
that are announcing things, I think that World Liberty Finance is going to be big. We have Meteora that's coming out with an airdrop. On top of other people that are announcing things,
I think that World Liberty Finance is going to be in Singapore
and maybe reveal some news about what's next for that protocol.
Yeah, I mean, Token 2049 is one of the, if not the biggest event of the year.
You know, I mean, that not blockchain specific kind of thing.
Because I think another thing is, right, you have Bitcoin Conference, you have these specific blockchain ones.
But then you have Token49, which covers everything.
And so you'll get a blend of just angels, of whales, of different protocols looking for BD and implementation.
So I think that that's going to be, it'll be a good one, man.
I've seen a lot of people.
And I mean, if you look at the chart, typically we do get some rally right every time after token 49.
So, yep.
So I'm thinking if you could just survive this weekend and nobody gets liquidated from doing late longs, which has already seen it.
I think if you're locked into your computer and you want a news trade, there's gonna be a lot of announcements next week and then coming weeks with just protocols.
I mean, you just saw with the Aster, just a CZ tweet that that was a generational trade.
And if you were locked in and you saw it and you know, you could have made money off of it.
So a lot of these a lot of these moves are leverage based.
And it's people, you know, putting, you know, two to three X leverage as soon as they see the announcement.
And it's pretty
volatile because that's what's holding it up. It's not actually spot buying. But I think next week,
you're going to see a lot of announcements. I've already seen World Liberty Finance kind of move
a little bit. It was at 23 cents this morning while everything was dumping. And then they're
going to be, they had an announcement that they're going to be in Singapore for this. So I would
imagine there's more implementations and more investors and more stuff that they're going to announce because it just kind of feels like that's
insider trading while everything's dumping. This is fucking pumping. So I would imagine there's
some announcements there. And obviously you're just going to have surprise announcements in
general. So I think that next week's going to be a pretty big week for announcements. And if you're
locked in and you're in leverage trading on Hyperliquid, I think there will be some opportunities
and just, you know, maybe even some more stimmies. I mean, yesterday,
I mean, we've had everybody come out
of the woodwork recently, right?
Fucking base.
We were like, oh, they're definitely going to drop a token.
The network token. They're like, oh,
we're going to do it.
I told your ass they're going to fucking do it.
And then MetaMask.
Fucking Joe Lubin on a fucking podcast
says the MetaMask token is closer than you think.
And, you know, we were kind of speculating on it.
You know, obviously they had the stablecoin launch.
They had Linnea launch last week.
And I felt like that was kind of the two cards they had to play before they're doing it.
Now, is the token going to be a MetaMask token?
token? Is it going to be a mask or are they going to drop fucking a stable coin to you? I've been
Is it going to be a mask or are they going to drop fucking a stablecoin to you?
into the kind of thought or thesis that it's possibly a stable coin that could be airdropped,
but maybe it's not. Maybe it's a mass token. And I don't know, man. This is kind of like
everybody has Wells notices. These people are operating in America. The government was after
them. And now that we're getting this regulation and Trump's being more lenient with this administration you're starting to see all these people say
all right i think we're going to launch a token now and like this has been speculated for a while
like we've been talking about this for a while there's been hints of this they said if any airdrop
actually happens you got to check the portfolio manager inside the metamask dashboard and so
that is something that i don't know how it would perform. Like, I don't want to get my hopes too high.
There's a lot of wallets involved with MetaMask, over like 30 million.
Like, is it going to be dust?
What's the requirements?
But also this morning, they announced that they're going to go the phantom route and do hyperliquid trading, which was basically, this is my thesis for OpenSea.
OpenSea acquired Raleigh.
And I'm like, okay, if everybody's going to have their own wallets,
you've seen Rainbow do it.
You've seen Rabi do the hyperliquid thing.
I was like, OpenSea is going to have a club
and this is going to be integrated into their wallet,
which hasn't been released yet.
So everything that I kind of envisioned with these wallets
are actually coming true.
And we've been waiting for wallet wars forever
because we all use these wallets and we coming true. And we've been waiting for wallet wars forever because we all use these wallets
and we haven't been rewarded yet.
And this like ultimately brings innovation
and this also brings competition
and this ultimately brings airdrops.
And I mean, it's kind of like what Anon said yesterday
and we've talked about it too.
It's like, where has been the,
I mean, even if it is just vouchers, right, to get people in the casino or approaching the machine or something like that, this cycle has been very, very dry in that sense of free money, right, given out to everyone.
Like someone last cycle just, I don't, I mean, and this is the thing, like a lot of this stuff is vaporware.
It dies as fast as it starts, but still, hey, we're going to calculate how much gas you've spent and just give you that money back.
Where did the money come from?
I mean, I don't fucking know.
Who cares, bro?
You open your wallet.
You got an extra 250 bucks.
You can sell it.
You can buy a JPEG.
You can buy a shitter.
You can do it, you can buy a JPEG, you can buy a shitter, you can do something,
right? And that happened multiple times last cycle, from SOS to gas token, right, to ENS and
all these different ones. And I think that that's been the ultimate differentiator this time is that
anytime someone thought they were getting an airdrop stimmy. I mean, it was fucking like dust. It was crumbs, right? So none of it was
actually re-injected back into the ecosystem or just even utilized, right? Most of it hasn't even
covered the fact that you use the protocol and took L's while using the protocol, right? And so
I think that that's been the issue. I mean, not necessarily an issue, but has been a limiting factor to our
growth and explosion. The lack of free money that is given this cycle around versus last cycle.
I mean, ultimately, a lot of these companies that gave free money didn't make it. And the free money
didn't change their trajectory of making it any longer. And I think maybe that's why, right? We're
not seeing it as often because they're like, bro bro everyone gave out free money in a million airdrops last cycle half of those companies aren't here
today right and that giving out free money didn't earn them any more usership than it did if they
hadn't given it away right maybe at that initial boom but after everybody sells the airdrop no one
gives a fuck no one goes back and reuses it so i don't know if we're getting
smarter right but having metamask right openc uh monad abstract and mega eth all on the horizon
within let's just say the next three three months three a quarter right three to four months i think
that's going to be a lot of new liquidity kind of getting put into our ecosystem and also propelling us into these last innings.
Right. I mean, people will receive this money, deploy this money and set up.
And more or less, this is we're getting into, you know, seven, eight, top of the bottom, you know, like that.
So when all of this gets distributed, I don't think there's much in terms of on the horizon.
And so take profits on the way up is all.
Yeah, I'm with you with that, dude.
Like take profits.
Like we've all seen the marketing of all these like, oh, they work in the space, this and that.
And like Jupiter was down for months.
And it's the lead.
It's the backbone of a fucking solana
it's like you can even have good infrastructure and good uh and it just doesn't matter when it
comes to airdrop especially when you're giving it to a large portion so like open c meta mask
all these like sell that shit there might be a bounce like where you sell it and it goes up but
like the last thing you want to hold is these tokens going into like next year in my opinion and like you just mentioned and i'll get
you in one second but i appreciate you stopping by my brother uh you know everybody gave out free
money uh last cycle and magic eden i think it was this year um you've seen a lot of people leave
magic eden and them and then their sun setting slingshot, which was something that they acquired. So it's just like, yes, yes, yes, you could have runway, you could get investors their
money and people will be bullish on you. And everybody talks about Magic Eden for the past
few years. And then now everybody leaves and then now they're sun setting things that they have
plans for because now they don't have liquidity or maybe they're just doing something differently.
I think they're talking about in this post about Magic eden app 2.0 which might be just them stealing the tech
from slingshot and they just implement it into their own app but yeah i mean just because you
give a airdrop and people are bullish on you one year doesn't mean that you have runway
or people give a fuck about it uh the next year so sell these tokens yes you might sell the bottom
and it goes up and then it goes back to where you sold it and it goes down forever.
So this is free money.
Like Chief says, the seventh, eighth inning.
And this is good for us, right?
Like I mentioned, you want these tokens to be airdropped with Euphoria.
The last thing that these protocols want to do is be sitting on their hands with these plans for the last month.
And then like airdropping this in the beginning of a bear market, right?
Or at the end of the beginning of a bear market right or at the end of
the start of a bear market so this is kind of this crunch and the next four months is going to be good
for us because a lot of stuff that we've been farming like some of the stuff hasn't even been
announced yet you know they're probably going to get these airdrops in probably the next three
uh no more than six months which is going to be good for our bag so flame appreciate you always stopping by my brother
how we doing this morning what's good man how we doing doing good thanks for all the macro um
definitely helps me you know figure out what i should be doing on the dca front and just you
know big picture it's always good to lens out and try to figure out you know how to make moves in here um and speaking of moves
you know it's always good to i think keep an eye on what's going on when there's a downturn in the
market and speaking of downturns i noticed that rect coin which i felt like i was underexposed to
has taken a pretty healthy dip so i picked up a little bit of that today um just because I want I want some you know like I believe
in OSF and I believe in rec so I wanted to grab a little bag I used to have a huge bag because I
bought like a whole grip load of cases of rec drinks on the first launch and it was definitely
like major upside um and since then I don't really know how it's been going as far as upside because
i've been missing a lot of these drops like they come and they go super fast like they sell out day
of within the hour and i think the last couple or maybe at least one of them there wasn't really
in any incentive other than just buy the drink which as much much as I love OSF, like for $3 for a can of, you know,
sweet sparkling flavored water, like that's, that's, that's a lot of money. So for me,
I need there to be an incentive if I'm going to grab a case of these things, because it's like
a hundred bucks a case or something. Um, and they are back with the incentives today. They are back with the incentives today. They are launching a collab with Moon Pay.
And I guess the flavors peach raspberry.
And so far, like the flavors I've tried, they've all been good.
So I can't, I can definitely.
But it's flavored water.
Yeah, it's just sparkling.
It's, it's, it's soda, basically.
It's like low sugar soda.
So it's like LaCroix low sugar soda so it's like la croix with sugar
but they use agave um and it's a very low amount of sweetener so it's not like they're basically
trying to be like a healthier soda you know um i thought it was an energy drink back in the day
um when they first me too so in a sense they're trying to be like olipop exactly but there's no like probiotics there's no there's none of that no no that's
good it's just comparison wise in my mind like you said it gives off energy drink vibes totally
again and then you get the oh it's it's carbonated water and you're like oh shit so not even energy
drink vibe so it's good to see where this kind of fits in.
And it's like it's an Ollipop or a better alternative to soda, not energy drinks, not water, but soda itself.
Yeah, totally.
Yeah, I didn't know that.
I didn't either.
Like when I bought those, like however many cases, I was like, cool, I need some energy drinks at the house.
And I remember really liking them at the conferences and stuff.
And then I was like, it was like, was I, it was like, it was like, uh, it was like being
at a high school party and realize you just been drinking O'Doul's the whole time, you
know, like, oh wait, there's no alcohol in this.
Oh wait, these aren't energy drinks.
Well then why was I, why did I feel so juiced?
Maybe just cause I, I don't know.
Maybe just cause I was having a good time at the, Maybe just because I was having a good time at the conference.
Isn't that Liquid Death's whole marketing campaign?
It looks like a 40-ounce beer so people can drink it and think they're cool.
Water from a can tastes horrible.
I don't care what anybody says.
I can taste the metal inside a liquid metal can or liquid death like yeah I need the carbonation
water I need the car no I just need a regular fucking bottle of water bro like non-metal oh
yeah no no I feel you but like yeah metal water in a can I don't get it but like if I'm gonna drink
something out of a can it's got to be carbonated I don't understand anything that's not carbonated
it can't you guys notice that water is all the same shit?
It just comes in different bottles?
Like the Fiji bottles, the smart bottles,
it comes in a can.
Basically, the whole marketing campaign
is a unique bottle shape,
and no one actually captured
the can version.
So they're like, oh, this is a great thing.
I had a homie whose mom worked for Ozark,
and they do 90% of the bottling of water.
They just changed the brand.
I mean, like I said, very few.
I think there's a handful that are individual and separate.
Everything else is just the same water rebranded.
Yeah.
Anyway, not financial advice as far as the token, but since its inception,
Rec Drinks has run up to an all-time high of half a billion in terms of market cap for the token, which is basically directly connected to the product.
And right now it's sitting at around like 330, something like that.
It's taking a healthy correction.
And today they're launching a collab with Moonpay.
It's Peach Raspberry, and it goes on sale at uh in like 30 minutes
it'll sell out quickly and the incentives you get drank points instead of just a token claim
you get points that are eventually worth uh like you can eventually redeem for the token for the
record coin which i like because the last time i bought a case it was their collaboration with openc
and then i was afk for a little bit and didn't realize that the time to claim the token
was really tight you know it was like a week or something and if i claimed the token i basically
would have like 2x on the purchase of the case and so i missed out and i was bummed you know the drink
is good i'm like drinking one right now but like you still want the points man you still want the
coin like that's the whole point you buy a little while you're telling yourself you're like i missed
that on the incentive but i i enjoy the drink so that's all that matters no it's not all that
matters it's like it's a very it's a very like low end.
What do you call it?
It's, it's, it's a very, very small consolation prize for, for blowing the upside on the,
on the purchase, but at least they taste good.
But yeah.
Don't they use some of this revenue to actually buy back the token to flame?
I think they do.
Yeah.
I mean, I i think i think i
mean osf you know is like a former trader it's not like he's a dummy and you know he's always had a
huge presence in web3 and it's a positive presence you know and he's the artist like he's he's all
about the space so and um the community like the wreck uh community the wreck guy community um they've always been pretty strong you know their um
their nft which i still hold one has held up pretty decently over time so i think this is
one of the stronger entities in the space so you know i fuck with osf and i'm gonna buy a case just
to support but also i want some more rec coin because i feel like it still has some long-term
upside well i think you're buying at the right time before they actually get the revenue and then they're probably going to
have an announcement and you know a week from now we sold out and we're using 80 of the revenue to
buy back rec token that announcement will pump the token that announcement pumped into tease
so it kind of definitely seems like this would be a buying opportunity looking for the announcement
of the buyback and burn or whatever they do and that's always led to positive price action so maybe that's you buy now and then
you sell into that announcement to make a little profit on top of you know you like to drink i
always thought wrecked drinks i was like dude this is perfect for alcohol i think wrecked i'm
getting wrecked bro but i would imagine you know distributing alcohol there's licenses all around
the world where you can or you can it can't go to can't go to Singapore in America. There's different fucking state licensing. So doing the water route, I think
it's good. And obviously, you know, OSF and Mando have lots of, you know, content curating
distribution channels, you know, they're friends with some of the biggest people in the space,
and they can get their message across thousands of people and get the DGNs activated. So I think
it is a good bet. And I definitely see it going a lot higher i think all-time highs uh in
the next three or four months were wrecked so i think it's a good time to buy it so i appreciate
you sharing the alpha always sharing the alpha flame in the past you know a few years bro met
you nft nyc you always come up you always bring value where you can and you know i appreciate the
consistency and helping out with the space brother appreciate it man just sorry i've been a stranger as of late but i'm going to try to be up
here more and continue to show value i appreciate you guys doing the same like i still feel you know
not to glaze like this is just sincere uh praise like you guys consistently deliver value in a way
that very few people do and uh you know there's other places to be there's other places to be. There's other shows to choose from. And there's strong shows, but I'd rather be here because, you know, the amount of Alpha that's delivered here, it's very consistent.
And even on days where it's slow news, the conversations are really good.
You know, like, I appreciate all the people that jump up and contribute as well.
So thanks for that, man.
I appreciate it.
Yeah, shout out to y'all, guys.
We couldn't be here without you.
Sam, what's up, brother? How we doing we doing how's your day going how's everything in your
life man i'm good man flame stole my thunder i was gonna say the same thing you said no i'm just
kidding but yeah i second that when he said you guys i mean i i really don't go to any other space
i may jump into space here and there but But anyway, that's besides the fact.
But I got into Telelate.
Did y'all talk about when Kevin Garnett, I mean KD, Kevin Durant,
finally got access to his Coinbase account?
The best performing wallets are dead people's wallets.
I think he put like 600 bucks in and now it's worth like millions of dollars.
It's probably a good thing
yeah i think he was buying bitcoin when it was at 600 bucks like actively buying a lot of it
and so he has a crazy entry and so he has a shit ton more bro yeah i've never used i've never used
coinbase i've won you know how did he get locked out but he got access to it so they're super petty
in the past i've seen so many traders i think ash even had a where they just wire too much money
they're too active money in and out especially during like the wells notice area um and they
froze a lot of people's accounts and a lot of people left to go to other platforms like kraken
and others uh and now that brian is kind of the leader of the kind of pushing innovation
or pushing regulation,
like he's taking a front lead
and trying to convince this administration
that crypto should be a thing.
And so if some prominent person like Kevin Durant
has been locked out of his wallet
for the past six years,
I think it's beneficial for you to unlock it
and figure it out.
Because I think the one thing
that Coinbase has always been shitty on is actually customer service and caring about their customers.
So getting someone like that, resolving that, and getting it underway, and then marketing it kind of shows like, okay, maybe they are becoming more user-friendly and more customer-friendly.
And, I mean, I would expect them to kind of market that and kind of show like they are changing.
Because this has been one of the biggest hassles for people that have a lot of money is getting frozen or locked out of their accounts and losing.
I mean, that guy probably, I don't know, he bought a bunch of it.
I don't know what the total amount is, but I imagine there's millions of dollars there that he could have used.
And a lot of people say, too, it's kind of fucked up when you realize it.
But if you do the instant withdrawal, where they obviously charge the highest amount of fees, the chances of you getting your account locked are minimum, which is kind of insane to me, right?
So, like, ultimately, if they get paid, they're going to go and do what they're getting paid for, which kind of sucks.
which kind of sucks. But yeah, so if you ever need to move money, if you ever are unsure,
if it's ever like a, hey, I need this for sure, whatever it may be. I've seen basically all those
that do the instant withdrawal. No one has ever been kind of blocked on those, right? You get
blocked when you do the three day withdrawal and then it takes a minute. so not to say it's a for sure thing right but just something
to keep in mind uh if it's hey i really need this or whatever i don't know what my status is whatever
it may be just keep in mind if you pay the piper uh he'll let you cross the bridge you know
what else you got sam you doing some prediction markets anything like that this weekend my guy
yeah i'm just waiting just waiting for the um games this weekend, my guy? Yeah, I'm just waiting.
I'm just waiting for the games this weekend.
But, yeah, I did put a video in the foundry.
For those who like the chart, it's a good video.
I took it out and I had to put it back in.
It's a chart on how to recognize trends and if it's really a trend,
you know, how to watch the volume and stuff like that.
I'll put it back in the foundry.
I'll put it back in the chat as well.
Appreciate that, brother.
Appreciate that.
Yeah, it was an interesting game last night.
The Dolphins were, you look at the polymarket bet,
I think the bills were 88% the win.
So if you put $20 on Buffalo to win, you got $2.
And I started thinking, like, maybe there's other ways.
Like, I didn't think the Dolphins were going to win.
But if, you know, they were, I mean, everybody's, you know,
dancing on the Dolphins' grave and calling for the firing for their head coach and their quarterback.
I mean, the Dolphins came out and actually played a pretty good game.
And their 11% odds during the game, I mean, during the last drive,
they were a touchdown away from tying it.
Went from 11% to, like, 30% to 45%.
So maybe instead of actually, you know, betting on the winning team,
if you think the team is actually going to come out and like come out and try to save their season,
you don't have to wait for the finality of the game.
You could have bought the Dolphins for 20 bucks.
And as soon as that, you know, they came in, you got like,
obviously you got to sell some of this stuff during the game and pay attention.
But just buying $20 at 11% and then going up another 30%, you could have made profit doing that.
So it's just like different ways to use these prediction markets to make money.
Yes, you don't have to predict who's going to win.
If a team's odds are super low to win and actually compete and make the game close,
the odds during the game move from 11% and, like, up 20%, 30%.
And if you're active, you could trade during the game
and capture that money without having to actually make sure
that they actually win the game.
So it's just interesting ways to think about some of this stuff.
That was definitely probably a buy on the Dolphins
and selling into the third quarter.
You could have made, like, a nice little 30, 40 bucks
if you put, like, 10 bucks in.
That's exactly what I did.
That's kind of a little stuff that I'm thinking about.
That's exactly what I did.
I mean, I put up like, like you said, you ain't got to put up a whole lot.
I put up like $25, like you said, on the Dolphins.
And when they went up, I got a little profit.
So, yeah, you can't do that.
You ain't got to wait until the end.
Because like you said, you put up money for the bills.
Like you said, you get, like, two bucks for the same amount.
You get more bang for your buck than against the odds.
You know what I'm saying?
Well, the good thing is, like, when you put a bet in the sportsbook,
it's determined if the team wins or loses.
The fact that you can use prediction markets and get in and out of bets
during the game.
Like, before Tua threw that pick six in the fourth quarter,
last three minutes, they were rising.
It was becoming 50-50.
Obviously, you've got to sell.
You're going to get greedy and think,
they're going to come back and I'm going to capture this $11 entry
and I'm going to make this money.
But it's emotional.
You're going to think that you're right.
Then as soon as you threw that interception,
the odds dropped back down to almost 2%.
It's just interesting ways to actually work these markets, even when the odds
are against you, you could definitely say, okay, it seems going to come out and I expect their
odds to move from 11 to 30%. They won't win, but I'll get out during the game. So just stuff
to kind of, uh, the look at and, you know, just prediction markets in general.
I'll get to your pin post chief. I just thought was interesting um kalish basically uh two days ago basically they're backing off
chain and on-chain innovation and dedicated grants supporting with solana and base so a lot of people
are thinking that this is going to be ipo right and kalish is going to come in and they're going
to launch a stock um similar to what we've seen with like OpenAI and all these other ones,
right? Circle. So just seeing them kind of back builders. I saw Jonah joined the building.
They was sploot. And then, you know, Polymarket is pretty much liking a lot of posts about a
token airdrop after Metamask kind of stole the show yesterday. I don't know if you guys have
been paying attention, but I made a post about it and I'll pin it up. This guy, Fapital, says, imagine some protocols
you use in 2019 airdropped you six figures right now for no reason. Polymarket commented under this
post saying, imagine. And then just adding to the lure, the guy wrote this. If Polymarket is
actually doing an airdrop, there's going to be some loyal traders that will make a lot of money.
Very curious to see if this comes to fruition.
Polymarket liked that post, and then that guy that posted that retweeted it.
If you're looking at betting odds, will Polymarket announce a token this year?
It was at no at 65% earlier today.
And then the yeses are up to almost 50-50.
So a lot of people are speculating that there is going to be no token airdrop.
They're going to go the IPO route.
And it's looking more and more likely from the intern behind Polymarket liking this post that there might be a token airdrop.
So yes, you can go farm all these fourth party fucking prediction markets that are offering you points, or you can just stick to the fucking people that built this space and lead this space and try to farm these protocols.
And if this token airdrops, I mean, their revenue, they're generate more revenue than a lot of these protocols.
This is going to be a top 10 token.
And this is when I was talking about a few months ago, when you're looking for the next hundred X, it's going to come from you identifying what are the next dApps?
What are the, like the infrastructure play is cooked.
There's too many infrastructure plays, just like there was too many infrastructure plays like Qualcomm and Nordcom back in the early 2000s when the internet was blowing up.
And then Facebook came out and that was the next play.
It was like, what are the consumer-friendly dApps or applications
that are going to bring retail into the space? And fucking Facebook, 100X. And then it was Uber,
100X. These are applications built on top of the internet. Well, we have Solana, we have the ETH,
we have all these L2s, our L1s. And so what are going to be the Facebooks of the Web3 internet?
And my predictions are PumpFun and my predictions are Polymarket. My predictions are Courtyard. These are the ones
that have daily active users, have product market fit. And that's where you're going to see that
these tokens in the next five to 10 years are going to flip all the infrastructure because
this is where actually the people are using. This is actually where the revenue is generated. And so
farming Polymarket, yes, you could farm Myrade, you could farm all these testnet ones. But I
feel like getting some volume, getting some trades on Polymarket, if they do launch a token,
this is going to be a top 10 token and probably be an absolute cook. So just wanted to bring that
back. I know everybody's spread out. Everybody's looking for to do these Polymarket bets, just bet
on the leaders. And if they launch a token, it's going to be an absolutely diabolical cook so just wanted to kind of rehash
that thesis and try to find the next facebooks of web3 not the next you know infrastructure plays
like don't try to find the next l2 or solana we've already seen who the winners are of the
internet of web3 now try to find the applications that are
going to be built on top of it that actually going to bring retail in so yeah dude i just thought that
was interesting um polymarket hinting at a token uh kind of unsuspected but if you look at prediction
markets it's up to almost 50 percent happening which it was basically below 40 starting the day
after all this in all these likes and other shits so so so i wanted to reconfirm that um prediction
markets i feel like we've seen chiefs even seen i even talked to a woman at mastercard this past
weekend that's saying she's getting bombarded with people asking about prediction markets at
mastercard they're getting more memos and stuff about it so this stuff is definitely infiltrating
into mainstream culture and i think it's just going to get more and more popular so yeah dude
just wanted to bring that up um kalish looks like they're building with solana and then
prediction market bro it's just going to be called betting markets are betting you just want to go
bet that's it i mean all this prediction shit is all extra right um and it's the same thing i mean
when we were doing um when i was doing the p2e kind of the
gaming scene right that's the same thing i mean we used to call it predictive gaming like the
fuck is predictive gaming bro i mean just gambling that's literally it on a game but we're trying to
add all these special terms and make it seem like it's not gambling i mean that's what it is if i'm
the one making the prediction and i'm betting on that then this is a gamble at the end of the day,
right? So just different ways to do that. A couple of things I got posted up top. First
is speculation that Monad will announce TGE slash mainnet date coming this week. So just interaction between KB and a couple others and
just, you know, this back and forth of, you know, the news on Monday will break the internet,
this and that. So for anybody who is trying to position themselves from the Monad,
you might have a weekend to kind of maybe get some steals and get some deals in there.
weekend to kind of maybe get some steals and get some deals in there. Once TGE slash mainnet is
confirmed, I assume all of these testnet collections will continue to rise in price. I mean, most of
these are unattainable due to the testnet barrier that's there, but it is what it is. And then next,
we saw examples of this. We covered P strategy uh we saw punk strategy and then we
had token works yesterday come out and say that they are doing an official launch for
i think it's a handful right five different nfts so ape pudgy uh dick butts me bits and uh moonbirds
so for anyone that is interested be on the lookout this launches oh it was supposed
to launch earlier today let me see if it actually launched like an hour ago right when the show
started so um no post about it yet so it should be launching within the next hour or so follow
this guy roto uh or just follow token works directly and then, tokens start with a 95% tax, right? That's ultimately how they get
the money in order to buy the assets that are part of that strategy. For example,
moon burp strategy. You want to get, okay, cool, it went live. If you want to buy some of this token,
you will only receive 5% of what you buy.
So if you put $100, you're going to get $5 back within that first block.
Why?
Because they're going to take $95 of your dollars and use that to buy a moonburn.
So it's kind of a guessing game.
And then, you know, best position yourself for what your play is kind of game, right?
If you want to just get some of the token and write it out,
you can ape initially, just know you're being taxed.
If you want to wait a little bit, maybe the tax is a little bit less, 50%, 60%.
But just keep that in mind that the more people ape initially,
the faster the treasury itself gets to get built,
and then the token starts to snowball on top of whatever they acquire.
There'll be a lot going on because they're all going live at the same time.
So, if it was I, I'd kind of pick one of these.
Hey, I like Moonbirds.
Hey, I like Pudgies.
Hey, I like Meebits.
Whatever.
Because trying to maintain and keep
up with all the tax rates of five different tokens and participate i think it could be a little much
but this is probably today's biggest opportunity so check that out follow token works i'll post
token works up top for you guys to see as well um but yeah i think that this is today's topic at hand and probably the best play.
I mean, Pudgy strategy cooked for those that got in. Shout out to Allison scanning that so early.
Punk strategy cooked for those that got in. So I don't think that this is going to be any
different. And I think yesterday they even launched another replica of these strategies
on Abstract. And I think it was just called strategy or something like that
and they were starting to pick up some assets and some shitters right this one was focused on coins
rather than the jpegs themselves did you see the one that uh is on bitcoin the monk strategy
yeah but toshin basis denied doing or he's not even involved well it's because of that right
he just said that he can't confirm that they're uh good intentioned i mean it's being done on solana right which is i mean it's always
that itself has always been a topic of conversation slash pushback for the bitcoin ecosystem
anything being done other than on bitcoin makes it seem like you're trying to take advantage of the fact that Bitcoin commands
a higher price or has X priced assets. And then you're just, oh, well, this has to do with this.
Well, I mean, it doesn't, right? We're doing all our trading on sold. Everything is done on sold.
You're just buying Bitcoin assets. So it doesn't,'t i mean it's not necessarily a bitcoin treasury right so something to keep in mind uh it is going live it did go live earlier on the show
i'll post that up top for you guys to check out rock said that he just doesn't officially know
he's not calling it a scam he's not saying he's against it i think that's the beauty of bitcoin
you can do whatever the hell you want to do um but he is saying that he can't 100 confirm
their intentions or who it is so participate if you'd like just know that that's something that
you know is potentially manipulating or an influence on the price so i'll get you one
second i was going to ask you a question chief do you think that these tokens become like the
unofficial official tokens of these of these entities like people are calling like the punk
strategy one the unofficial punk token do you think that if these entities haven't launched a
token that these kind of interact and trade similar to like we see with like wrecked with
wreck guys and like we've seen with others yes and no but these punk strategies these tokens
the way that their tokenomics are designed is it's the tokens are issued to be bought and sold
right like the whole loop on punk strategy is buying a punk and selling it at 1.25 or or whatever
of the floor price and basically eating that difference, right?
I think that you can't necessarily peg it directly to a punk because they're still charging a premium per the token.
It's kind of like what we were saying, right?
The token itself trades at a higher than the underlying.
This is technically trading at $1.5 of a punk rather than an actual punk which would be 0.5 less
so yes and no similar but that arbitrage and that gap right there is what what
stops it from becoming that token or the punk strategy token itself
i just want to get your view on it appreciate Appreciate you coming up, Iceman, like always, man,
giving us the Somnia, the Somnia Alpha, bro.
I saw this basketball.fun.
Obviously, we had football.fun where that guy fucking kind of fucked it up.
And, you know, obviously the season started, so how can you do it?
But basketball is right around the corner.
Can we see something similar to football.fun?
Insomnia, bro.
So break down it.
I saw this.
I wanted to get your opinion on it.
Yeah, so TDR State Port is always in.
I didn't want to be rude, but I'm going to have to cut it short.
I'm just finishing up my lunch.
But, yeah, I just wanted to put that up there on people's radar.
It's not officially out yet.
There's rumors that it will be displayed uh in korean blockchain um event sometime this week the 23rd of september
um so that's something to look out for uh but nothing official yet um we've seen some stuff
from tristan thompson before i dropped this in the foundry and actually Allison reminded me of this
that we've seen some stuff with him in the space before. So we're kind of excited to see about that.
And then also with the basketball.fun, with them being with Somnia, there's some actual pretty big
names that are attached to this. So like there's a co-founder of Somnia, you have Tristan Thompson, which is, you know, NBA, obviously with his following and,
you know, the Kardashians and all that stuff. I can kind of see this getting a little bit more
of a normie traction just from maybe if he starts tweeting this stuff out for basketball season,
because, you know, obviously we've had the football dot fund but there's also this isn't just
just a like a prediction market or a gambling thing there's supposed to be like a like a
tokenomics uh breakdown and it's based on the performance and the uh i forget exactly what it
is but basically the performance on whoever you're putting your coins into depends on how well it does on whatever they're going to be releasing.
So I'm definitely going to be checking it out.
I'll get some more stuff.
I'll drop it in the foundry, and I'm going to head back to work.
So I'll catch you guys later.
Appreciate you, brother.
Thanks for bringing it up.
I mean, I thought that football.fun was the soccer one, whatever you guys want to call it, was good.
I thought it had a nice little pump ski that a lot of people were talking about.
A lot of people made school person salary or school teacher salary in less than a week.
When the pigskin football came out, I was like, yes, this is big in America,
but do people around the world, because crypto is worldwide, will people like this?
Do people have enough interest in football around the world to actually make this the next football.fun?
And then I was like, I don't know, man, this could just be a short, isolated pump because
I don't really feel like even the person that created it didn't have a good nuance with what
American football actually is. And so you're like, have these people creating these platforms that
actually don't care about football and actually are using it to kind of the to kind of build off
the narrative, right. And then I was thinking basketball, right, like basketball is very
similar. I know it isn't as big as it used to be in America, but it's here in America. But
basketball is like around the world. It's played in China, Japan, all these other countries. And I
could see it getting not
as much as soccer because soccer is like a worldwide phenomenon but just i mean maybe
it's second up to like a phenomenon of how big it could actually be and the fact that i don't know
on somnia does it does it hit do people even know how to use somnia yes tristan's involved but i
think if these things are on blockchains that
people actually understand and use and don't have to worry, figure out how to bridge it, like,
I think they could work. I'm not sure this one can work because we've seen this over and over
again with NFTs on other blockchains where the fact that no one knows how to bridge there,
it doesn't have as much liquidity to actually make this sustainable for even a short pump.
So I do think a basketball.fun thing could work,
but I don't know if it could work on Somnia
is what I'm thinking.
And ultimately this isn't anything new.
SoRare basically did this before
and no one participated.
It's basically just fantasy with NFTs attached to it.
And SoRare basically had baseball.
They've had basketball.
And they no longer like a profitable company.
So to think that this is something new, it's not.
Other companies have tried to do this.
And this kind of, there's a lot of competition with this stuff.
Because obviously you can sports bet this stuff.
You can play fantasy football with this stuff. Or baseball or even fantasy competition with this stuff because obviously you can sports bet this stuff. You can play fantasy football with this stuff or baseball or even fantasy sports with this stuff.
So to have an NFT attached to it is the only thing unique.
And then that kind of limits how many people can participate because there's some crypto aspect around it.
So I do think that maybe this will be big, but the fact that it's on Somnia, I don't know, man.
Even with Tristan involved, I don't think that brings new people into the space
because new people in the space don't even know what Somnia is
or even know how to convert their crypto into Somnia
and even participate, in my opinion.
So I think things like this need to be on Solana, our base,
our Ethereum to actually do pretty well.
But I guess we'll find out with that one.
That's what we're pinned up to the top.
It's the Ravibi wallet uh teasing right i mean
we've known that rabbi points exist for the longest for shit almost two years now and now
they're talking about rabbi token so hopefully this does kick off wallet wars metamask and all
that kind of stuff so if you guys have been utilizing multiple wallets uh ggs on
that end um i think lastly i brought this up to you guys originally as uh starting to catch a
little bit of steam on the bitcoin side of things the oml right these kind of like omb rats or just
rats in general um it is a social fi experiment I'm pinned up top of thread on how exactly to get
involved. I know a lot of people are trying. It is leaderboard based. And there's just a little
bit of sauce on, you know, the weight of your replies versus the weight of your posts, likes,
retweets, etc, like that. So for anyone that's trying to do the OML leaderboard, I know a lot of the Bitcoin
people are participating in this. It seems to be the talk of the town. And at least I'm glad that
there's something fun and interesting that gets people excited on the Bitcoin side of things,
right? Whether or not this is going to do well or be profitable, whatever it is, it's just cool to
see a little bit of unity. And most Bitcoin KOLs and participants are at least trying this out or trying to get on
the leaderboard so make a post it is supposed to be a tiered based launch right meaning the more
work you put in the higher tier you get the higher you are on the leaderboard etc so just wanted to
double down on that we brought this to you guys probably a week ago
it's starting to catch more and more steam and just want to make sure if you do want to participate
make sure you make that post tag them and get the ball rolling for yourself on the leaderboard
100 um i think the two things that i have left before we kind of end the show here is Hyperliquid
announced Aster for 3x leverage. And people were kind of speculating if Hyperliquid would do it
since it's a competitor. But I know a lot of people were struggling on figuring out a bridge
this and that. But now that you're able to 3x long in on Hyperliquid, now you can get some exposure
leverage wise. So if you continue to think that this is going to be a Hyperliliquid competitor you can put a long out there for you and you can put your
money where your mouth is and the top number one revenue generated defi protocol in the last seven
days actually isn't pump fun or hyperliquid it's aerodrome and been talking about aerodrome for a
while there's a main decks um for base and i guess a lot of people are suspecting doing aerodrome swaps and this and that is going to get you exposure to the base airdrop.
But I also think we're looking ways, people are always looking for ways to speculate on the base narrative.
And like we've seen this with bad buttons, like this is a great way to speculate on mega ETH.
Any kind of announcement mega eth the
that return typically finds itself into the bad buttons ecosystem and it's looking like aerodrome
as the leading decks if you are trying to bullish on base um it's looking like the token the hold
as we get closer and closer to this airdrop so so when i bring that up aerodrome obviously is
ultimate is also implemented into the
coinbase one app i know they're trying to go decks and any of those swaps inside the wallet
uh includes aerodrome so it's just something to keep your eye on i love to bring up like other
ways to speculate on this stuff and uh i do think aerodrome will continue to go up. It has good revenue, but also is kind of the vehicle for base speculation as we speak.
So I think that does it.
Obviously, we have a big announcement for the show.
I wanted to leave this for the end of the show.
But in the past few days, I had been acquired about a job opportunity outside of Web3 that will help me and my family very, very well. It's a very good
paying job. It has things that me and my son can take advantage of. And during this job opportunity,
in the next few weeks, I will be consumed with training and learning this new position.
with training and learning this new position so that will pull me from doing
this show at this time so in the foreseeable future and the probably next
two or months I'm gonna step away from posting the show and the show will not
be doing what it's typically done for the past three and a half years so it
will come back in another form we don't know what another form is but I want to
commit to what actually it's gonna to look like until I actually get
a stronghold on my schedule and what it looks like and if I have enough
bandwidth to do it but from here on out in the next you know we've been doing
the show for three and a half years from started at nine to two it went from
10 30 to 12 30 and it's moved from 11 to 12. That is no longer going to happen in the foreseeable future.
We appreciate everybody.
And ultimately,
ultimately I appreciate chief for the loyalty.
I couldn't have done the show without him,
especially in the past year and a half where it's basically just been me and
him up here talking.
I couldn't do the show without him.
The loyalty,
the consistency,
the belief in the space, making
the space what it is. This is all like a team effort. So shout out to you, Chief, and being a
great friend and believing in the space and bringing value every day where it does and being
my wingman. Obviously, Allison, which basically second up, basically took it upon herself to create threads and recap the show
and bring value in her own way and using this platform to expand her wings and do her own
thing. She hosts her own live stream, which she's getting heavy in the alpha. So if you are looking
for another place to go, tune into her and Esquire show live stream and obviously Trill for doing collabs for the TDA
and now he does it for the Foundry shout out for Trill for you know believing in us and sticking
with us and growing his wing on the TDA brand and also Rocky for you know working with partnerships
and sponsors to get sponsors on the show to make it more sustainable so yeah it's been a great three
and a half years all good things come to an end TDA is going, it's been a great three and a half years. All good
things come to an end. TDA is going nowhere. It's just going to be in another form. And I don't want
to commit to what it looks like until I actually figure out what this job opportunity entails with
me bandwidth wise. So obviously, we have other avenues. Obviously, we will be in the foundry.
I'll be contributing there instead of on the space
every day. So if you guys want that kind of information, obviously, you can know where to
find us. But yeah, man, that's kind of been, you know, thinking about this conversation and how to
present it. And just want to thank you. Thank to all the listeners to all the guys that, you know, Ron and Kells and everybody that has a TDA, Noy, Nene, Blinky,
everybody that has a TDA in their bio and that actually believed in TDA and actually supported
us by just changing their name and putting the emoji into their name, man. Shout out to you guys.
shout out to you guys. Thanks for always believing in us. It's, this is just, you know, trying to,
um, move on to new opportunities and things that are going to be, you know, helping, uh,
be more sustainable and more stable place for me to actually grow my, my family and, and a better
opportunity than presents it today. So man, yeah, this is, that's all I have to say. Um,
chief, if you have anything you want to say,
this is going to be like the last time I throw it to you.
So appreciate you, like always,
give you flowers for always helping me out.
But I'll throw it to you for close out the last show
and we'll get out of here, man.
So appreciate you.
Yeah, no, I mean, I know it's a lot to take in.
I mean, more or less, I'm still here. I actively participate. I'm still full time in the space, etc. So we'll be in the foundry no matter what.
ago was because I do this anyway, right? This is how I make my living. I'm full-time, what, three.
And so why not put on you guys's radar things that I'm looking at, how I sustain myself and
participate. So really just can't do it alone. I think that that's one of the biggest issues here
is that I can't necessarily run a show alone for an hour, hour and a half, whatever it may be, right? Even if it is just
giving you guys alpha, needing one other person to at least soundboard with and bounce off. So
for now, for the foreseeable future, I would say put notifications on for TDA,
right? As X goes through training. For one, all of us want to wish you well on that, right? It's
all about establishing Web2 and making sure your family's well taken care of and
everything is good.
So it's kind of pointless to live in this digital world and be XYZ in this digital world
and have your actual world falling apart, right?
So hats off to you on that end.
And then just for one, for everybody that's listening, I do want to keep it going.
I just got to figure out exactly how we're going to do it in the interim until X gets
situated.
When X gets situated, we'll be ready to go regardless.
So just keep notice on for the page.
I'm going to try to see if I can cook something up, continue to come up, show you guys opportunities,
teach you guys how
to fish and just other than that for those of you guys that um have been riding for for the
last couple years with us just appreciate it right ultimately some things have to change
they're out of our control uh and it is just what's needed in order to grow so TDA isn't going anywhere. Maybe this version of TDA is slowly on pause. But once again,
just for you guys, we'll be here. I'll be here. The foundry still exists as a source of information,
as a way to guide you. And just this version of TDA is slowly expanding, growing, and adapting
into something else, right? So for now, easiest way until we figure out how
that is probably won't be tomorrow, probably won't be next week. But hopefully in the near future,
we can establish something new and a new cycle. Maybe it might be a different time. Maybe it
might just be a different frequency and shows. But at the end of the day, still here for you guys. I mean, nothing's really changed
besides having the ability to have a co-host. But TDA is still here. So TDA stay poor, right?
Tuesday through Saturday. For now, we're on a little break. You guys just keep notice on while
this break occurs and just that way you're up to date. If you have any questions, find us inside
the foundry. And just shout out to everybody
that's contributed throughout the years.
So y'all be safe, guys.
Once again, feel free to ping
and we'll catch you guys on the timeline
or in the Foundry. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you.
