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THE DAILY ALPHAโป๏ธ
Recorded: April 30, 2025 Duration: 1:47:55Space Recording
Short Summary
Crypto enthusiasts are buzzing with excitement as Token 49 launches today, while Truth Media plans to unveil a new utility token. El Salvador's educational initiative aims to integrate Bitcoin into schools, and the upcoming Bitcoin conference could signal significant regulatory changes. However, concerns about potential alterations to Bitcoin's transaction data limits raise alarms about its future stability.
Full Transcription
Thank you. All right. Appreciate you guys stopping by appreciate you guys stopping by this lovely
wednesday we love you we appreciate you we're hosting space tuesday through saturday from 10 15
to 12 we have allison's thread pinned up top for y'all it was good show yesterday so if you missed it I'll give
you a recap we all also have Antonio do our clips for us we appreciate you guys
showing him love give him a like and repost he spent some time creating those
so those are our two creators under the TDA brands and we would love for you
guys to support them just like you support us and then we have the topics
up there the things we're gonna discuss today they will discuss all maybe we'll discuss any of them maybe we'll bring more
alpha out but more likes more reposts more engagement more alphas from me and that's how
we roll so we appreciate you guys we love you guys we hope you guys are having a good wednesday
and uh we'll get it rolling how we doing this morning chief you doing all right my brother
my guy what's up how we doing yes sir, Chief? You doing all right, my guy? What's up? How we doing?
Yes, sir. Same old, same old man. Just here riding it out.
Starting to see the market a little bit react to some of the numbers, but in a sense, they're kind of old numbers or last months.
But, I mean, reaction is warranted, so we'll see how it plays out.
I mean, we knew this week would be volatility.
Ideally, we just had to sit above specific levels before or at close for the end of the week so that's really what we're looking for anything in the middle is just natural volatility you know yeah i saw that we were
kind of dumping before and then about 30 minutes ago i got an update that we're up bitcoin's up
again so it looks like a lot of stuff was already priced in or maybe people were
just tying risk off because maybe they thought it was gonna be worse than expected so
it's okay it's okay everything's going well we got token 49 starting uh today and we got the
convention scene going uh this week i think one thing that i saw that's kind of affecting that's
more um about just x the platform which I think would be kind of huge,
is Alex said that they went through some coding.
So it said, more incredible X money details
revealed in hidden code.
You will get cash back every time you make a payment on X.
I mean, every time you use X for payments,
you'll receive money.
So this is incredible because it gives new way
to earn instead of ad read.
Imagine a scenario, you are on a space,
the host is crushing it, and you use x money to tip and doge you earn a little back for paying with x the creator wins
you win x wins money is x money is coming very soon this newfound code proves it absolutely
cannot wait to see what x will transform into if you're reading this you're early and then it shows
you the code uh that they basically deciphered,
probably using ChatGPT or something like that.
So I guess here's, man,
we've been kind of talking about X money
and X payments for a while.
We've seen Robinhood kind of do it.
We see the money licensing
that they have basically purchased
or basically got in the past year.
And I think we're gonna have some
large updates to x probably over the summer dude and starting to tip creators and stuff on x is
probably gonna be seamless and you won't have to use you know web3 web3 protocols to do so or you
don't have to use venmo to do so you'll be able to do it right on x and that kind of lines up with
them kind of you know creating their own uh their own app for messages they're they're eliminating dms and
they're going to create their own uh app in general sort of like facebook messenger and so i think
that will probably be integrated into the x payment feature too so just want to keep you guys updated
on everything x since we have built our platform on this and we believe in x and and uh you know
we're doing it here so any kind of updates to the ui or any added features i want to bring up because you know
it affects us greatly and uh weird imagine there was a there was a post that i was trying to find
but it was kind of breaking down the this new business model that people are doing i mean
ultimately x has had this payment processor or setting up the rails for it for a while but
it really started to explain how people are issuing out the boom of credit cards that we're starting to see, right?
We're starting to see a lot of just different ways to utilize your card with cash back and rewards, X, Y, Z.
And it just kind of reminded me similar of this, right?
Utilizing a payment system. But dude, it's a it's actually some backdoor loophole type shit to where the company issuing out the card is
Doing so almost as if it's a business and it's as if like so for me for my business
I could offer you a credit card for you to spend and basically utilize your crypto for
But you're considered an employee on my books
Right and so through the legalities and loopholes
or anything like that,
at the end of the day,
it's I can terminate your contract
and it's almost as if I'm just cutting off access
to an employee using his card.
So just small little stuff like that,
that really lay down the importance
for idea of self-custody
or having certain funds in or out of your possession, right? For self-custody or having certain funds in or out of your
possession, right? For self-custody reasons. And it's just stuff like that, right? I mean,
I see that a lot of people are hopping onto this card. Metamask has one. We saw Visa drop the
payment rails yesterday. Ideally, you're going to be able to start connecting in ways to off-ramp
quote unquote your crypto, right? And so pretty sure
that X is going to be one of those ways. But we got to just see and loading up these custodial
wallets or utilizing these services and protocols, just exactly how they're registered. Right? I mean,
ultimately, we're not going to go pull a paperwork for everything. But in a sense, just be on the
know that when you're doing it, you're giving up security and actually not your keys, not your
cheese kind of scenario, you know. So I just thought that that was interesting that at any
point, any of these card issuers can basically stop providing a service, so to speak. And it'll
be classified as just a business no longer allowing employees to utilize company cards
or company funds, right? Because that's what you're doing. You're tapping into a pre-established treasury or reserve that allows you to then, you know, go in and out with access.
So I'll find the post, but they were using Arthur Hayes is like new posts because he was promoting
his card or a card and someone just wrote down the whole, oh, this is a new platinum business
model that's coming out. And in a sense, it's just kind of like a tax loophole.
I mean, there's these in every industry, right?
So it's interesting to see it come out for crypto and just cards on something that we would never think of like as an offboarding method, right?
Yeah.
I mean, always the banks have always been the reason.
You've seen people get debanked through banks like Wells Fargo and shit like that.
So, you know, relying on these people also for crypto, you mean they could close your crypto card, too.
So I guess that's kind of the use case for decentralization and using Bitcoin and other things is that you can't, you know, you have collateral.
That's all you need or, you know, you don't need to worry about what you say or anything like that.
You can use the payment rails in a decentralized manner.
And when you kind of focus on-
Yeah, it's even cold.
Like the actual official term
is called platinum business classification.
And that's how they're being registered right now
with like the government, the security,
like the SEC and everything like that, right?
But that's literally them obfuscating the law and using a loophole.
So, yeah, I just thought that
that was really interesting
as like it's becoming more and more of a term
and we're starting to see this,
the idea of payment process or middlemen, right?
Start popping back up in a culture
where middlemen were supposed to be
the furthest thing from us, right?
Yeah, yeah.
I mean, it's not for everybody, right?
I mean, there's probably a percentage of the population
that wants this centralized.
You know, there's probably are some benefits
other than being debanked to have centralized.
If say your card gets hacked, maybe you can get a refund.
But, you know, I do think you need to kind of curate to both sides.
I mean, it's a spectrum, right?
You can have a little bit of decentralization you
can have a little centralization when there's some decentralized maxis and there's some
centralized maxis so kind of if you are a bank you probably want to cater to both spectrums so
i can understand why they're doing it right so got it posted up top it's kind of weird that the
post that that homie was calling him out was removed and that's why i couldn't find it in
my bookmarks i could only find like the rest of the thread, you know, but the original post number one that I bookmarked was gone.
But he just said that the reason why they're going about this way, and just so everybody's
in the know, if you're utilizing these payment processors, is they can skip the checks for
consumer cards, which normally are an expensive and lengthy process for approvals, companies get a quick go-to-market
routine or process, and they can charge higher exchange fees. But as these cards are technically
not allowed in Europe and the United States, they can be banned at any time. I know that consumers
typically don't give a fuck because you're receiving good cash back rewards for many of these, but when your card gets blocked or you need to dispute something
that's been processed, good luck. If the company closes down, unfortunately, you are not getting
your money back. And this is when you are technically just an employee using a sub account
and it works against you because the company is simply terminating your access to the funds,
but the funds remain theirs.
It's just a business.
It's a platinum business.
So please just be careful, right?
This kind of talking about X's cashback and payment system and just us seeing yesterday
MasterCard tout that they got Visa and everything set up for crypto.
We're starting to see stable coins
become the number one talk of the town so as you're offboarding you just know you compromise
a little bit of security every direction you go to a certain extent yeah it's good to bring up the
the nuance of the situation and not like just flash over and and roll through it so appreciate
you breaking that down even even find some content on
it so you can kind of articulate it so people can understand. So that was a good, that was good to
bring up the X payments and just the cards and stuff. We're seeing them kind of roll out left
and right as announcements. And, you know, Truth Media, which is True Social, the company behind
True Social is exploring the launch of its own utility token in digital wallet. Initial use case, paying for Truth Plus subscriptions
with plans to expand into other products and services within the ecosystem.
The project is still in the planning stages.
So you're seeing all the social media brands like X and now Truth Social
rolling out digital wallets and probably going to have a token involved.
And I think they were in some talks of acquiring some exchange recently.
I forget the exact exchange, but yeah, we have basically Trump doing pay-to-play with all kinds of stuff.
You have payments in Dubai in crypto, and now you have Truth Media exploring its own utility coins with digital wallets.
I think that'll be the interesting part right because if you want to essentially continue to use the imf which is what um ultimately these people do to take loans
right like on a global scale um the imf has rules similar to how we saw with el salvador not allowing
you know the issuing country to also be the wallet provider just certain ways to try to prevent
uh complete control or monopolizing
uh crypto for the like the people right the little guys so it'll be interesting if they move this
kind of in this direction with trump media and just the united states in general if the imf has
anything to say or will be able to have anything to say um when they need money or they want to tap
into it for that right because at the end of the day, I mean, you're still,
you're technically the president or his bystandings
or something in those kind of crossover, right?
So I don't know.
I just wonder if they're going to step in the same way
that they did with El Salvador and lay down a bunch of rules
in order for them to continue.
Yeah, it's going to be interesting to kind of follow this too.
I mean, there's a lot of macro that's going on today.
Obviously, it's Wednesday. A lot of the stuff people have been holding, there's a lot of macro that's going on today. Obviously it's Wednesday.
A lot of the stuff people have been holding,
we're researching and doing reporting on the weekend
comes out on Wednesdays and Thursdays
because that's the main days
that most people are on the internet.
The treasury, I got this from Zero Hedge
and I guess you can read between the lines.
We've been waiting for quantitative easing,
which is basically, you know, turn on money printer,
buy back bonds, buy back anything
that's capitulating. And so the Treasury says it's evaluating enhancements to buyback programs,
not QE. But if you read between the lines, buyback program would be considered, you know,
money printing and possibly just quantitative easing without them saying it. So I think
that might be people kind of reading between the lines here. And we've also had the Federal
Reserve saying, hey, we have a backstop if anything happens. So we kind of have a safety
net here. If Trump goes ballistic and trade wars get out of hand, we have the Treasury saying
they'll buy back stuff. And now we have also the Fed, which last week said they'll buy back stuff.
So I think that kind of creates a floor and and kind of uh eliminates stress for people if stuff continues
to get out of hand with like this uh you know amazon and and trade wars with china so got a
post up there for you a little confidence go ahead bro no i was saying i got a post up there for you
exactly with that he just does a little bit deeper breakdown exactly what they mean by the buybacks or proposed right so just as his operations aim to enhance market liquidity
by repurchasing the off-the-run treasury securities specifically the treasury intends
to purchase up to four billion per operation in a nominal coupon securities with additional
buybacks up to two billion in longer maturity buckets.
The tentative schedule for these buyback operations was released as part of the February
2025 quarterly refunding announcement.
The schedule outlines specific operation dates and times and settlement dates for the planned
buybacks.
These measures are part of the Treasury's broader strategy to manage its debt portfolio.
These measures are part of the Treasury's broader strategy to manage its debt portfolio.
By conducting regular buybacks, the Treasury aims to address any seasonal or unexpected variation in borrowing and needs to maintain a stable share of tips as a percentage of total marketable debt outstanding.
So just adding a bit more context to the post you posted a little bit earlier.
So just adding a bit more context to the post you posted a little bit earlier.
Yup.
There we go again.
Lord,
you came up here,
brother.
I mean,
I'll move forward,
but if you have like a comment on it,
feel free on anything we talk about,
my guy.
Nah,
I appreciate you coming out,
bro.
Bullshit,
not your keys,
not your crypto.
I think there's going to be a lot of those situations people fall into.
But Twitter,
I want to see X payments.
I agree.
I think that's probably coming ASAP,
bro.
So hopefully.
We've been speculating on this forever, dude.
You remember, is it going to be in Doge?
How long have we been talking about Doge payments and all this shit?
With them eliminating DMs and creating their own Messenger app,
makes me think of WhatsApp.
I think that is where we're going to get the announcement of the X payments.
When that rolls out, I think it's all going to be integrated in there all at once.
I totally agree. He wants the everything app situation you know like that part week back yeah exactly like that's like that's what they use
right they just use wechat on china like every fucking thing you can do anything on there so
i'm just assuming that that's what he's going to do right like fork the dms into a messenger up
he's got the grok app there'll probably be a grok bot in messenger
like there is with like meta and shit like yeah i i just see all that coming and payments are
going to be very bullish i think uh but yeah not your keys not your crypto bro i see too many people
just throwing shit on platforms like new platforms like chill dude or banks bridges
i mean bridges in general have been one of the most hacked things in crypto
so just like bridging your crypto in the past is people have lost a lot of money so even on new
protocols we talk about odin.fund and others like really don't throw your all your full port into
the stuff but like you could dabble around but like don't you know throw your whole life savings
and stuff you know there are security issues and and people see cracks in the armor and, you know,
they'll take your money easily.
So Canada, they,
their president's called the prime minister,
Mark Carney elected Canada's prime minister.
Basically he's a key player in the digital infrastructure rollout.
He understands the money movement.
This is what this guy says, you know, key words. We, digital infrastructure, and we're like, yay, yay, yay.
But there's two ways you could use blockchain. You can use it for corruption, or you can use
it for freedom. And it looks like this guy, Mark Carney, is pro-CVDC. He's skeptical on Bitcoin
and favors more of a centralized mode. That's more in like the Elizabeth Warren mode. And then the guy that he was running against, Pierre Paulevere,
I think that's how you say it. He was pro Bitcoin, anti CBDC, and wants Canada a Bitcoin and crypto
hubs. So, debris between the lines here. This guy, I guess, is more wants to use blockchain as a way to give you less privacy.
And the other guy wanted you to be empowered by Bitcoin.
So I don't know if this is great for Canada or bad for Canada.
But Ishii's from Canada.
What did you think about this?
What's your view on the new prime minister of Canada?
Is this something you guys wanted?
Obviously, he got voted in.
So is this great for blockchain or not blockchain?
What's up, Ishii?
How are you?
Is she there oh yeah she's having some issues my bunk are you
Lord are you there wait did you say to me yeah uh issue was having some connection issues
yes sorry it was connection issues yeah but mark carney and polivier it's basically just like
i think uh mark carney has has like an economics background and he worked for a big company a big
mutual fund i forgot exactly but he he basically is like the Elizabeth Warren or the โ he's somewhat socialist but not entirely there kind of.
And the other guy is just a conservative but didn't do anything.
He had this.
He had this win and he didn't do anything and he just let it go.
And now they're going to be shitting themselves with this socialism for the next whatever amount of years.
Oh, Trudeau is pretty socialist. Yeah, go ahead, Ishii.
Okay, so here's the deal with the whole thing. A lot of people were like, I'm not going to say what I have voted or what party I'm affiliated with, just because everyone's politics here is weird.
what uh party i'm affiliated with just because everyone's politics here is weird um but the thing
is there are a lot of people who first of all were freaking out on the conservative side about
him winning um and there were funny enough like the same kind of like conspiracy theories of like
voter fraud and all this shit um but people were like how is it possible that the liberals won
right at the end it was all bullshit the liberals won right at the end?
It was all bullshit.
You're like, because at the end, they got to Vancouver and Vancouver Island, which is all a whole lot of liberal.
And so obviously, as you go through the middle of the country, if you look at the fucking map, it's all blue.
And then you get to the end and then you get some balance again.
So like it was a very close, very close election.
I don't believe in any of the conspiracy theories.
But the main thing here is that we didn't,
neither won a majority government.
So the way that it works, like, at least in Canada,
is for things to pass in Parliament,
you have to have, like, some majority of vote and movement there, right?
And when there's a minority government,
it fucking slows everything down.
So the fact that we didn't have any majority government whether on the conservative or the liberal side is like
a bummer um but also not surprising given the the like um separation we're seeing and perspectives
just across the board right you see the same thing in um in uh in the states um so it's going to take
a long time even if he does have policies that they want to
move, whether you agree with them or not, unless they merge and get support from the NDP, the new
Democratic Party, to pull in kind of like a minority majority, which they've done in the past.
We're not going to get a lot of movement. So it's going to be slow. I do appreciate that. I don't
like, I haven't looked a ton into Carney.
I'm personally not a huge fan of the conservative guy,
but he does have,
I think he was the governor of the Bank of Canada
since like 2008 or in 2008.
And then I think he worked pretty sure
for like the British banks.
Goldman Sachs he worked for
and the Bank of Canada as deputy governor.
Yeah. Didn't he do some British banking banking stuff too or is he just british background and and
as involved in that side of things no he was just there he was there during the uh you know like the
08 financial crisis and helped yeah and did all that so people have the background with the
economics with him totally yeah so i. So I do appreciate that perspective
because I think a major concern amongst Canadians
and similar to you guys is our economy.
And even though per GDP,
our debt isn't as bad as the States,
still not great.
So yeah, I don't know.
I just think it's gonna be a slow process.
Do you think it's just better than Trudeau?
Like anything's better than him at this point?
Listen, you can hate me for saying this i don't hate trudeau i really don't think he's as bad
as a lot of people say but the person who's been in office for that amount of time is gonna get
fucking hate especially from half of the country who didn't want to vote for him i personally think
and i'll say this,
and you can call me a fucking leftist rat or whatever you want.
I understand we're in like conservative CT.
I think from a value standpoint, he was a great representative of Canada.
I don't agree with a lot of the policy decisions he made,
and I don't think he did a very good job on a few fronts.
But you know what?
I didn't hate him.
I don't hate carney either
so i think we're just moving on and uh and it's good for a change in canada and hopefully this is
a positive change yeah i mean i could have my perspective but it you know it really doesn't
matter because i'm not a canadian so i always like to ask actual canadians what they believe
you know and not listen always to people on the internet you know totally and like no offense and
i'm sure it's the same like for for us to getting what we're the information we're getting from the states
you guys get like a lot of fucking um propaganda like if you're anywhere non-left you guys get a
lot of wild anti-liberal propaganda um and even talking with a lot of friends here who are
extremely balanced and do do their due diligence in terms of like
understanding world politics and what's going on on the uh economics uh front um i get sometimes
i'll get messages from friends being like oh you know i saw this happen like what a fucking loser
this i'm like dude that's like not what happened like like literally not what happened if you read any of the actual canadian um uh what's
gonna call it um news or or outlets like even across a bunch of them right so it is very
fascinating to me how even our politics and our news translates into whatever way people who are
not canadians are getting their news right but again that goes for pretty much everything but
i got a question for you is it is it true that they say because you said we hear propaganda on the conservative
side. So I hear conservative propaganda that there are certain social media accounts that aren't
being shown in Canada for whatever reason. And that could hinder people's perspectives and
information gathering. There as far as I know there is some um like the last the
last i looked into it there is some uh i guess like ip blocks or like like if you yeah yeah
there's some some censorship of ip so like uh like or sorry um ip addresses but if you put on your
vpn like you're you're gonna get it so it's's specific to like news outlet websites, but you'd still see
like that news outlet or like the story they shared on things like X, right? Yes, but you won't
see it on Instagram, if I'm not mistaken. And that's like where major normal people are on.
And then once again, if it's not there, you can't be informed of it and read into the propaganda.
So once again, that could have helped position themselves.
Sure.
I don't really subscribe to that side of like that impacting our politics.
And I haven't not seen everything doesn't impact politics.
It's okay.
You're speaking specifically to Instagram.
And I'm just saying, I don't know the rules there.
So yeah. I mean, obviously, i think during this whole covid thing there were some rumors of some uh
conservative podcasters in canada getting censored and defunded because they had different viewpoints
obviously of course 2025 we're in 2025 guys we have ai there's we're not in this fucking tunnel
this get you know in this vacuum anymore we if you have an open mind, you could find any fucking viewpoint you want and have cognitive bias all day long.
So it's just, you know, some people want to be closed minded, let them be closed.
You're never going to change it. But if people are actually interested, there's tons of resources nowadays in 2025 to go get a viewpoint that you agree with.
that you agree with. So it's all, I agree. There's censorship everywhere.
So it's all I agree. There's censorship everywhere.
But I don't think it's going to affect us that much longer because now we have AI
and all these other tools to actually get to the bottom.
We don't have to worry about the media telling us what to do,
but it probably does affect a lot of things in the past.
I don't think we're there anymore.
Just kind of moving on.
U.S. Senate to vote on stablecoin legislation before Memorial Day.
So we've been telling you guys a
lot of the crypto legislation they're going to get stablecoins out of the way first and then
they're starting to put pin the paper to other things so that's rolling out which is bullish
the bitcoin conference is on memorial day too oh damn yeah i didn't know that i was uh looking into
to you know booking my vegas shit um and then oh by the way
if anyone wants to go uh all of vegas is hurting bad right because the recession no one's actually
gambling and shit um so they're giving out like fuck they're giving you rooms like literally
giving you rooms to come over there and spend money and basically paying everything for you
right i opened my email and it was like four nights comped at the MGM. I'm like, all right, cool. I mean, I guess if you
want me to go. So just shit like that. But anyway, that's that's how normies are feeling this.
Right. Because they look at stuff in high value areas and areas that are traditionally moving
a lot. And Vegas is dead right now. Right. And so that's one of those factors that
obviously it's cheaper to go out there.
But with this new stablecoin bill coming right before the Bitcoin conference, and then obviously we're also going to see probably Trump or someone in his cabinet be there right at the Bitcoin conference.
He was there at the last one when it wasn't official, when he wasn't president. And now since he's done great things,
I'm pretty sure he's going to be there to, to, to claim some credit. Right.
So just keep that in mind too, as these events are lining up.
It's bullish. I was actually seeing that they,
like a bunch of stuff is closing out there.
Like they're laying off like all kinds of employees, multiple casinos, right?
They're like, I saw they closed buffet, but yeah.
Oh, all of it bro they
they increased uh resort fees like twice last year right trying to get people like just trying to
make their money somehow because if you don't know like resort fee is the one thing you can't get
away from they can comp the room they can do all that shit but they hit you on the resort fee side
right so yeah it's bad out there so i'm just putting that out there you can take advantage
of it being bad if you actually want to go to the conference. You can find free comp rooms or one or two out of your day or shit out there because they're trying to get people to come out.
Yeah, I mean that's just more proof that normies don't have money to spend. And if they can't spend it in the fucking Sin City, why do you think they're going to be coming into crypto to gamble, right?
Why do you think they're going to be coming into crypto to gamble, right?
So I also think that gambling...
Dude, because they don't have to fly.
They don't need to comp rooms or fly here.
They just step into the casino.
Ka-ching immediately.
I also think what's affecting it that people are probably in the normal life is realizing is, like you just said, everything's going digital.
Like, even brick and mortar, everything's going away.
So why would I go to a brick and mortar facility that the pay flight that when I can gamble online now? And I think that's where blockchain and where we see, like, I've shown you guys numbers that like pump fun is like top 10 in gambling, gambling, like in the world.
starting to cut into the profits of brick and mortar gambling. And you're just now seeing it,
right? So it's happening slowly but surely. I would imagine these pumped out in these blockchains
over the next 20 years are going to cut more and more and they'll probably be top three, top five.
And, you know, 20 years from now, I bet the number one gambling place in the world is probably
going to be blockchain. And it opens up the door for stuff like, dude, you know, I mean, Texas is
huge. It's huge. Ultimately,
I live in Dallas. I can drive to Oklahoma in an hour, right? 45 minutes and be at the next
gambling state. And unless you live on the borderline of Louisiana, that's it. Those are
the only two directions you can go and no one here can gamble. Right. And so you have that also
throughout just different pockets of the United States that gambling and casinos
aren't legal. And so exactly what you said, X, I mean, I have homies that can do DraftKings from
their phone, right? When I'll be out there visiting them in different states or anything like that,
they're doing DraftKings, they're doing all that. I can't do that here. So the ability to pick up my
phone and bet doesn't even exist or come into mind, right? To me, it's I got to go to a casino.
When you start opening up
that let's just say that world and you're like no no it doesn't even matter where you're in texas
this is uh this is global that's a great point because you had to go like my parents had to go
to vegas to gamble and now with gambling license all over you can bet inside fucking sports stadiums
now you don't have to go to this one central point anymore to gamble.
You can gamble from your house.
People have VPNs now.
So I think,
you know,
Vegas is in trouble because they built this crazy infrastructure is lavish
place.
And now gambling is free everywhere.
And gambling is enhancing on blockchain,
which is going to cut into the profits.
So I do see why they're in trouble.
Vegas is going to turn into the next like Palm Springs,
California.
It's where it's going to turn into malls, like what we see with malls, but also just like people from like,
who are in their, let's say middle-aged adults now, because they have the nostalgia of going
there for parties and bachelorettes and shit. They're going to keep going there as they age,
because it's the place that they've like, they remember going with all their friends and it's
probably going to be cheap. Right. But then people in the younger generations, I guess,
like when people who are participating here now, like,
unless you're going for a social event, there's no incentive to go.
And you can't, you gotta be rich. It's not like,
you have to bring like $20,000 just to have fun.
Like who has that right now? Everybody's fucking crazy. Uh, Esquire,
you came up real quick. I'll throw the double next. next i mean you're in all these lavish fucking places doing
ufc bro do you see kind of uh the downfall i mean it's interesting it's an interesting thought
because one thing the thing that popped up to me was i literally just got off like a wide a team
wide like marketing call and i would say like 60 of our revenue for athletes this year has been in
like crypto casinos
like the game the gaming space online is where they're spending way more money than anyone else
and as you know i have some pretty volatile clients but those dudes can always get deals
with the crypto casinos but the other thing you're talking specific real quick esquire just for con
you're talking specifically your clients are spending more money in those casinos no no no
in terms of money
Companies that are paying athletes for endorsements and affiliations with those okay
Where it's dried up in a lot of different other
Categories like the gaming space has grown and to the point where like every single client we have
That's like I'd say has more than 200,000 followers and that's you know
We have guys of 40 million. We have guys with like 5 million, you know, and we have some that are less, but anyone with like 200 or
more has a gaming sponsorship. That's probably 12 months and good to go. You know what I mean?
So it's interesting when you look at that, because hearing what you guys are talking about. And the
other thing about Vegas, though, if you look at Vegas, if you look at like Dubai, if you look at
Saudi Arabia now, like some of these places,
though, while Vegas is bigger on the gaming space, because they're such an entertainment hub, I think
gambling is a byproduct of entertainment. The reason the fight world is based in Vegas is
because they realize that the best way to get people to gamble is to have them come there for
something else. So if you go to somewhere for a fight or for a concert or for an event and you're doing all of that you're going to be drinking and
you're more likely to then say you know what fuck it i'm going to gamble while i'm out here because
it's all there so like that's like the whole history of the fight world in vegas they muhammad
ali's first fight there is how they got people to come out there for events and i think these
entertainment hubs aren't necessarily going to die off but the gaming space within that the
the elderly people that are going there to sit at the fucking slot machine for 12 hours a day
yeah that's definitely going to change i'd expect with everything else but the fact that they're an
entertainment hub is where i think they're going to continue to uh to thrive and being so close to
la and other places but we'll see we'll definitely see yeah it's just like the old guard with like
the art the boomer generation is getting older and a lot of stuff was built for
them like malls. That's why they, they went crazy. And now you see the, like the hospitals and
nursing homes pop up everywhere because our economy is basically saying these people are
like, this is an overpopulation of a demographic. And so you're going to see the effects of that
when a new generation comes up and the zoomer, the Zoomers and the younger generation, they don't drink.
They fall, like, drinking's falling off.
They don't like to go to events.
They're not social at all.
So a lot of the stuff that's been built in the past 40 years for the boomers are now becoming vacant.
And there's less and less people there because the new generation doesn't do what they did before.
Go ahead, Double.
I mean, it's obvious, bro.
Look at the malls.
That was meant for the boomer class in the 90s and now they're all the malls are gone well one thing i would say is like
you know the edm events seem to be like record-breaking that's the zoomers yeah that's
what they like to do like they go to vegas they don't like going no they don't they go to like
coachella they go to like well i mean yeah but vegas is part of that i mean you go to yeah no
vegas is like the biggie i mean i'm just saying there's the events vegas does host a lot of those big events
like every single casino in vegas on any given night has an artist that you know performing day
in and day out it's always been the residency yeah but that's not something new right like
the gaming the gambling side revenue in vegas has been going down for a while right and just
like you said it's a generational thing.
Like zoomers are not going on the, uh, what do you call the slot machines?
But when poker picked up, right. That was like, what, what would you say that
millennials, they found, they got into poker and all the millennials were back in
Vegas and they had, they were, they literally had, you know, made it their
profession. Right. it was a whole big
thing so i just think it's gonna have to adapt like everything else um so i don't really see
a big deal i think you know the infrastructure is there where people travel it's like one of
those places that people go and they just have to find you know and adapt to new things that
the people want you know whatever it may be yeah i mean millennials are like mid-30s
almost 40. so the zoomers don't have the same yeah you guys are going to retire and go to vegas and
just be honest i mean it's it's the last i think it's the last hurrah for it dude zoomers aren't
going to go that they aren't they aren't fascinated with we they're fascinated with
maybe they do maybe and then now you get the ability of just yo what's up i
mean you can do it at the comfort of your home you can do it at the comfort of the bar you can
do it at the on the fly you can do it at any point versus before it was a whole there was a ritual
like there was a literal ritual to go out and spend money like i'm gonna work a week stack up
and then head to the casino with the boys or roll out. You don't need to go through that whole ritualistic process anymore.
But you can't have a bachelor party with the boys at the crib.
Let's go on Aiden Ross' live stream and just fucking troll them.
That's bachelor parties nowadays on the internet, bro.
Let's go in the fucking metaverse.
These live streamers have to go out.
They have to do content.
They have to go places. Bro, look do content. I'll have to go places
Bro, look I need you guys to get outside of this. I mean and I say this with much love
But I am from Brazil. So please get the fuck out of America
Go to your bachelor trip somewhere outside of these states go
No, it's not the same go get you some culture in your life. Go hear another language.
You go outside to eat dinner. Go get culture, bro.
It's all the same thing.
Spoken like a true
American. It's all the same thing.
What do you do differently than anyone else?
You go outside.
Just a dollar goes more out there.
Everything, bro.
You dance.
Tell me one thing that's different.
Just tell me one thing that's different. Just tell me one thing that's different.
Bro, tell me you've never been in Europe
seeing people at 2 o'clock on a Monday.
I have been there.
I have been there, which I'm telling you, it's the same thing.
No, it's not, right?
Look, double.
There is not one state in America
that you can go at 2 o'clock
on a Wednesday and see
the streets just filled with people with jobs, money, just casually having a drink and watching a game for no reason at all.
There's nowhere you can go here.
You can go anywhere.
Where?
Where?
To find people with money hanging out outside with a drink.
Find people, find streets and cities shut down for culture.
Just for fun.
You could go to New Orleans.
You sound like a guy who travels across
the world but doesn't leave its fucking hotel room.
Hold on. First of all, every culture is here.
What are you guys talking about? There is no culture here.
Okay, anyway.
The whole point is leave America.
There's a little Tokyo.
Leave America.
Listen to another language.
All your culture is here.
Definitely not.
I think it's cheaper, right?
I mean, it just depends.
Tokyo isn't necessarily cheaper, but it's not expensive.
And that's a culture that you will never find here, bro.
Never.
What?
There's plenty of Brazilians here, bro.
I could go to little Brazil.
I just said Tokyo.
This is the stupidest argument ever.
Yeah.
Anyway.
I agree that it's good to go.
No, no, hold on. I agree that it's good to go. Hold on.
I agree that it's good to go to those places, but don't tell me I don't understand different
cultures.
I'm telling you that.
Don't go to Vegas, bro.
Go somewhere else.
But there's plenty of culture in Vegas.
What are you talking about?
There's Hawaii.
I'm going to Epcot.
I'm going to Epcot, bro.
I get all the culture in one walkway, dude.
Hold on.
If you go to Vegas, if you know about Vegas, Vegas is literally what literally what little hawaii right like there's hawaiians all over vegas
there's filipinos everywhere there's filipinos everywhere there's amazing fish in hawaii
there's no i know i know i didn't say i didn't say there aren't amazing things in hawaii i'm
saying the culture is people oh you just want to be around people from those places?
That makes it like that you're there?
No, I'm saying I want to go to those places.
Don't tell me I'm not cultured because I haven't been there.
Oh, but it's because you've got a Brazilian friend, so you're cultured.
You're one of those people.
Like, yo, I got a Hawaiian friend.
No, no, no.
I'm saying I do understand the culture.
Exposed, double.
I'm not exposed.
You just exposed yourself.
I'm not exposed.
I haven't been to this.
Yeah, you are.
You just admitted that you got one of them friends
And that qualifies your experience
Like I got a Hawaiian friend
I'm not claiming to be like a Brazilian
Like expert I'm saying that's just one
Culture but don't tell me I can't
Find that culture somewhere else
You can find people
You can't find the culture motherfucker
The culture comes from people
The culture doesn't come from a place.
It comes from the people.
It comes from traditions. They don't do the traditions here
like they do the traditions.
We gotta go, bro. We can't explain it.
You can't see water.
The culture doesn't come from the geography.
It comes from the people that are on that place, right?
You can't see water, bro.
If those people come over here and talk to me,
I can experience the culture.
No, it's all right. Well, we're going to move forward.
Anyway, anyway, you should be traveling other places. That's not my point.
You should be get our touch grass and go visit other cultures and stop being, you know, a loser.
Terminally online. Yes, that was the whole point of this.
That's a good point. Other places besides Vegas.
I just want to finish up the macro. Let me finish up the macro. Then we can get into some more
alpha and stuff outside this. City of Roswell, New York sets up a strategic Bitcoin
reserve. That's interesting. We saw Arizona
basically pass theirs yesterday. You have
a public company, similar scientific, buys another 165 Bitcoin,
$15 million worth. That's pennies
compared to other people these days. You have CZ. There's been Pakistan, all these other places
says a few countries are already building their Bitcoin reserve. So the front run is slowly
happening in front of your eyes. And then Arthur Hayes, I don't know, he loves the bullposts,
delivers a speech at token 2049 predicting Bitcoin's price will reach $1 million by 2028.
He believes the U.S. will need to increase dollar liquidity through measures similar to quantitative easing, which will drive up the cryptocurrency prices.
So that's what people have been speculating.
He's been speculating forever.
We kind of heard that with the Treasury today of buybacks and shit like that.
So his belief is that four-year cycles are over.
2028, $1 million Bitcoin.
And I guess a lot of big people like VanEck and others, what is it, Kathy Woods,
say we're going to be at like $500,000 by 2030.
So we'll see.
We'll see how this works.
But Arthur Hayes is bullposting again.
So that's good for our backs.
He seemed to be called the bottom.
And now he's calling $1 million by 2028.
So it's a little macro for us.
Posting something up top, too, to finish up the macro, president of El Salvador is doubling down
on financial literacy, right? Not just, in a sense, Bitcoin, but Bitcoin can play a role just
due to the nature of how it's considered money. So El Salvador will soon introduce
What is Money Schoolbook series to grades two and three and 50 public schools across
the country. The first of its kind in education marks another pioneering step.
So in a sense, we can slowly start seeing the next generation already. I mean, they run nodes,
right? They have full blown classes on how to run up, set up nodes and set up minors.
And so now they're actually going to understand financial literacy, which is
America teaches you how to write a check. I remember how to write a check. I don't know
how to balance the checkbook though, but I learned how to write my check out and make sure everything
was nice and neat and write all the letters. So it's cool to see this blend come in. And ultimately,
we're going to start to see this shift now with the availability of information, right? I think that that also forces you to start teaching people because you can't pretend like, oh, well,
we're just not going to teach you. Well, now with AI, with all these resources at our fingertips,
you can go look up these questions and find out even if no one teaches you, right? You might not
know exactly what to ask, but you can get a gist and then from there kind of go down the rabbit
hole. So ultimately, the availability of information is going to start to progress at a faster rate.
And so stuff like this, China forcing their, not forcing, but introducing AI education,
I think as of grade four or five.
So starting to really indoctrin the next generation into this new world of tech,
right, from blockchain to understanding this new world of tech right from blockchain to
understanding this new shift in monetary system so it'll be cool man uh these new guys are going
to run 50 laps around us so yeah i mean this broke an hour ago we were talking about uh fifa
they have uh the president with the mythical stuff yeah and then they went to float yeah and they were even at the president
was even there uh and trump when he had the crypto summit and talking about launching his
own cryptocurrency so about an hour ago fifa collect will move to the fifa blockchain
earlier this year fifa president made an announcement at the white house that they
are looking to deploy the fifa token also mentioned FIFA World Cup is in 2026, will be in Atlanta, Georgia.
The post from FIFA Collect seems to imply that they will be moving off Algorand.
So there's at least only a handful of American blockchains that could handle the FIFA blockchain.
So I don't know what they're going to pick, but a lot of people are speculating it's going to be an EVM.
EVM, and it's possibly going
to be american uh blockchain so it could be base i could see base i could see solana but it's going
to be evm so i guess that kind of eliminates uh solana so but i just saw this this kind of was
launched about an hour ago and they kind of officially announced it so the rumors are true
there is going to be a fifa coin in their blockchain. And, you know, the World Cup or the FIFA whatever is in 2026.
So there's going to be a lot of movement on this.
So I just want to bring that up to you guys as something I found this morning.
Go ahead, Jeep. I've been rambling for a while. You got some things you want to talk about, brother?
Yeah. Do you want to do the mint schedule so we can cycle out of macro and into projects and stuff?
Yeah, I'll do that real quick.
What I like to do is actually kimmy does the updates from yesterday so i wanted to cover some minutes that happened
yesterday and just kind of see where we're at board gallery which was minted yesterday 20%
minted lock trading hall ventures that cut supply from 3333 to 3 to 1111 but still didn't work out
cut loss quantum core was a soul bound ordinals toals to Marians, a small profits of break even. Kumiacs break even. Friends only 3% of them in to cut
loss and yoked a break even to cut loss. So NFTs are really fucking struggling in this market.
No one believes in it anymore. So when I do this mint schedule, I'm not telling you to go mini
of this shit. A lot of this stuff is, you know and teams are in cut supply, and it's not working.
So do your own due diligence.
If you get whitelist for stuff, there probably has to be some kind of hype around it for these things to mint out.
And it seems like collections above 3K are doing really bad.
So Prodigy, which is free, 6969 on Baruchain.
It's a bare PFP grain access to Prodigy Phi ecosystem.
Future error drops, protocol rewards, and campaigns. It's a free pfp grain access the prodigy phi ecosystem future airdrops protocol rewards
and campaigns it's a free mint so no risk we have hungry series by ano this is uh forever hungry
members 25 usd uh it's 35 up to 55 usd it's a 5 000 on initia colorful monster like creatures
alien pfps on initia uh nara agents. Chibi Bear, GDT.
This is on Barra.
30 Barra.
32 Barra.
37 Barra and 42 Barra.
It's 6969 collection.
Barra chain PFP agents.
Art looks good, but high price.
High supply are red flags.
Tuesday.
Mint hoppers free.
This is on Anisha.
Also 10k supply.
Probably not going to do well.
We have Grand Gangster City.
That's free.
999 supply.
Low supply. Probably do well. This is on on say this is a telegram game on say a free mint and low supply
so there's zero risk to all uh at all holders will get access to premium features in the game and also
there is a tease of an airdrop token that will probably do well just because it's such a small
supply and people love airdrops um we haveiars on Solana, 4,000.
Degen Mint probably won't do well.
Boxing Cox, Top G.
This is on Ronin.
50 Ronin supplies above 3K.
Fighting Cox on NFTs on Ronin.
Project already had a meme coin and has a market cap around 145K.
They plan to build a GameFi platform.
And then Raccoons also on Initia.
I need to do some more research on Initia. They're dropping shit left and right probably some kind of that's like
the new chain right i guess i thought yeah i think it's a new chain was the new one well there's a
there's a couple new ones right there's the susan labs or whatever the susan chain that's gonna like
zk roll up uh slash protocol right i don't
know i don't know if that's even the a chain i'm trying to get access to that get a code but
you need codes for that there's no real farming nothing i mean you're playing with zk roll-ups
right it's very nerdy tech and then uh i heard the initial one was a new one that's or just
recently dropped i think it went live like last week. And then the Somnia is the new game, the gaming one that a lot of people are pushing or talking about right now.
Ron just sent me something from that Mori USA thing that went ballistic last week.
A lot of the big NFT groups got access to it.
I think it was like a .05 minute and it went to like .35.
Is it Mori USA? Like, why are y'all splitting that up? Is it not like Morisa.05 minute and it went to like 0.35 is it more usa like why
are y'all splitting that up is it not like marisa i guess that's what it is dude i'm oh no i was
just you know it's it's a bunch of people have said more usa and i was like yo is that really
but it's all the project's all in chinese that's why they're one of the biggest yeah they're one
of the biggest ip brands in japan or something like that when i was doing research on it when
it first came out i didn't bring it up on the show because i was like who's gonna give a fuck
about japanese ip we've heard this 100 times and then it fucking cooked but yeah they said
we're proud to announce our partnership with um mccary japan let's see what they are
it's like it's a trading app yeah it's the official mccary account we provide information
and how to use campaign information na na na it's all in japan uh but it's the largest online marketplace
with over 20 million monthly users as a first step uh mori you know it's like offer up x
okay it's literally like offer up and or like a mobile craigslist or something but yeah it's
called makari yeah their nfts will be listed directly in the platform will support uh for cash and card purchases to allow for seamless web to adoption
this is the first step of global dosh and more to come so they're already making moves so this
platform's pretty has a lot of users uh that kind of fuck with them and now you can directly purchase
their entities on their platform so that's from ron appreciate you ron for giving that alpha for us brother go ahead chief you got some stuff yeah give me one second let me pull it up uh pin it up to the top
just we talked about this yesterday and i know that a lot of people are kind of just in the
comments we're asking exactly how to do it um once again not going to go in depth, but as a piece of resource, staking poll.
Do it.
Here's a full guide on how to do it.
Check it out.
Take five minutes out of your day.
Take some homies with you.
Walk through the guide.
That way, we didn't just tell you to stake poll.
We also showed you how to do it.
Information's pinned up to the top if any of you guys are interested.
Next, new development.
Not necessarily a new development, but I've been seeing a little bit of the content coming out of the Goblin Town event that they had in New York.
I mean, shout out to Pete.
He's been posting that in the chat.
And just in a sense, we were able to kind of see it through those eyes. And it looked like a lot of people were having fun, man.
They made people wear goblin ears and you could play sit down in the van and play every
all so uh posted this up to the top game has officially uh gone live for early access on
steam and epic games uh once again the in real life event looked like it was fun uh doesn't
necessarily mean that it's going to translate to goblin town price
go up it just means that they have a workable or a product out there that people enjoy and the ip
is growing right so if you guys want to play the game check it out on steam check it out on epic
games um and so yeah i mean i don't know if you got anyone still kind of uh involved in there or
if the token is growing because of that right the actual nft price but
truth labs has been cooking for i would say years now and this has been their push from up only to
now this is their second game so ideally it's just growing the goblin brand ip right itself and then
doing it through these little activations of games etc So it didn't really move the needle when they did up only
Right like Goblin Town didn't go crazy
But it was just cool to see an actual product and the IP being quote-unquote used in the wild so to speak
Maple story is teasing some kind of announcement today, dude. I don't know if you saw what they're I did it's there
Their anniversary was yesterday and so people are assuming that because of their, I think, 20-year anniversary or whatever,
they were going to announce now the MapleStoryN.
So they're out there in Japan, I mean, in Japan, in Dubai for Token 2049.
And so people are expecting some type of announcement and i mean when that
goes live it's in a sense just going to be the announcement for a date in regards to the token
right once the token and everything is live then the actual game and mainnet will be as well so
they need the game the the token in circulation first uh before the game can go live and it'll be a um not free and fair but i guess
you could call it free and fair uh participation it'll be launched through tier one exchanges
and ultimately you know mexi and all the other options that you can buy through a dex
yeah i mean they put notifications on for today they just had an announcement of they're at 2049
so i would
expect something big today to roll out and you probably start seeing people playing that game
and and access that game relatively soon we've been talking about this game for two and a half
years we even had them on the show so i think it's gonna be huge it's on the avax blockchain
it has one of their own subnets so i would put notifications on them maybe there's some kind of
you know first come first serve and if if you're late you know maybe you won't be able to get in or it'll be it'll just
be a grind game right so that's the thing about i mean ultimately this isn't the launch of the
game itself this is more so the the prequel but once the game goes live because the items are
finite you need to actually grind the game grab tokens and then create the
items well each one of those items let's just say they're one of ten one of 20
right that's how their rarity is and they're minted onto the blockchain so if
you're playing month one and for example one of these items sell out in month one
I mean for the rest of the game's existence that item will be gone off of
the market and the tokens utilized to make that item were burned off.
Right. So in a sense, really creating the scarcity slash rewarding those who double down and grind the game.
So, yeah, there's a lot of gaming information.
I know the abstract gaming thing tickets are purchasable.
You have to mint these tickets to play this game starting from May 5th to the 9th.
Grab your tickets.
Entries close Monday, May 5th at 12 a.m. Eastern.
So those are live now.
I don't think they're that expensive.
You get these tickets and there's cash prizes and daily games.
Everybody's playing on abstract anyways.
It's through Rectech.
I was checking it out earlier so you
essentially go through rec tech and you participate in uh these new games and seasons over there
that's dope so everybody's doing it their opportunity to win some money abstract's
been warning people for just playing so i would imagine you get xp on top of possibly winning
you know what did issue one like 500 the dollars the other day on abstract. So getting these tickets is your way to get in there and actually win these prizes.
So probably not not a bad idea to go mint one and play a little games over there in general.
Do you want to I mean, I could give it.
There's also another one called Calamity that I'll post up.
I don't know if you've seen this, but it's a it's another game that's slowly getting storming
it um what's it called it's it went live for early access beta as well earlier on the epic
games so give me one second i'll get that post up uh the assets are already live on eth one of
them is sitting at 0.08 eth and then the other one's sitting at like 0.1 and
some change. So if you'd like to get any of the Genesis, they're out. But according to the infograph
I saw, etc., the opportunity lies in playing the incentivized beta. And then from there,
there will be specific NFTs that are allocated to you for playing just the beta itself
so give me one second i'll get that post pinned up and uh we can go into whatever you're talking
about go ahead eshi did you come up to respond to anything or you just got back home i'm sorry no i
was uh i was uh distracted um what i was gonna say for the abstract thing a quick interesting
point me and uh tig were talking about uh points this week uh because he ended up
getting less than he expected and i ended up getting like a chunk i didn't even know how much
i was gonna get i haven't streamed in a bit um but i ended up getting and i'm on like no specific
tier um i think i got like 6 000 points because i just like kind of full sent into the multiplier
thing and um if if people want kind of an easy way
to get that multiplier badge the easiest way to do that um and also to increase your entries to
potentially win that jackpot thing that i got um just put on super low multiplier put on like 1.01
and you win like nine out of ten times so it's very little liquidity you actually have to put into it and then every if like if I
play it um at slightly higher stakes if I go like uh 7x as my multiplier I usually win that one out
of like five or six times so you can you don't have to put a lot of money into that game to
actually get the badge or to maybe even like win something bigger and then I'm quite sure that
translated over to my XP that I got this week.
So that was really cool. The other thing I noticed is that I know there's like, some people are
getting like crazy amounts of XP on abstract. And it seems also linked to like, if you've got a role
in the discord, and I have the elite chat role, not the giga chat role in the discord, but I don't
see that on my abstract profile. So I'm trying to figure out how to like unlink and relink my,
my discord and it won't let me unlink,
which is really weird.
So anyways,
I'm going to look into it.
I don't know if that'll give me a multiplier,
but if you have a rule in discord and you don't see it on your abstract
page,
it's worth checking to make sure that rolls over.
Cause you could get way more points.
If you have that.
There's no,
like I've seen people who people now getting the gold tier and
platinum tier there's no way they're gonna let everybody like take their time on this and let
everybody get platinum tier so i feel like it's closer than we think of happening for some reason
i've seen pudgy penguins go up in price recently i mean token 2049s this week could there be an
announcement of the airdrop relatively soon because i just can't
see them giving people seven to eight months when i think the maximum tier is platinum that everybody
can just willy-nilly do this for the next fucking three months and everybody get platinum tier so i
feel like they're gonna reward the people that had conviction and i think the airdrop is probably
coming in the next month or two in my opinion i think platinum's like a lot harder to get than
people realize like i'm just in silver right now and again i've been away for a bit so i didn't really like go gung-ho on this um but i
did also look at like the uh there was that maybe you guys shared it the chart that shows how many
people actually have each badge and like as you go progress like down from like the the time they
started down to the more rare ones like there's only like maybe a hundred
couple hundred people who have the quote-unquote secret ones like the multiplier master and the
mirrored master and all that kind of stuff so i think they even if you get you know i mean i'd
like the airdrop to be soon that'd be cool but even if you get a lot of people moving into these
higher tiers you're just going to allocate proportionally, right?
Yeah.
Yeah.
But I mean, like you're in silver.
If you continue to what you're doing for the next six months, you'll be in platinum tier.
So it's like you were kind of late to the scene.
You know what I'm saying? So I would think that you should possibly get to like at least gold.
I don't think that everybody should have the opportunity to get the platinum tier if they relate to it.
So it would kind of eliminate people that had conviction early, right? So you don't want everybody getting
to the highest tier. So I feel like we're kind of, you know, the people that, you know, kind of
were skeptical at first started hearing the marketing are now involved. And I feel like
they should only get to maybe gold tier. And so I feel like that would kind of justify that the
airdrops in the next month or so, in my opinion, but I think it's going to be like a multi-phase airdrop, right?
So I don't think they're going to give all the allocation out at one time.
So I can see them doing the first airdrop in probably the next month
by the end of May, in my opinion.
So keep updated with that.
Obviously, the number one thing that everybody's fucking doing these days
these days and is having the most success is actually like card rips pack rips uh we you know
and is having the most success is actually like card rips, pack rips.
courtyard is the number one trading uh nft and all of all the world um and i found this new thing
uh that's called collect shiny and it's guaranteed guaranteed psa 10 mystery slabs and sealed product
mystery boxes fair draws fully verifiable instant sellbacks, and vaulted build-on base.
And they kind of introduced what they were doing one day ago. So CollectShiny is a platform designed
for you to collect graded slabs and sealed products without the complexities of physical
storage and delivery. We are launching the first of many offerings with a fair and publicly verified
mystery pack system created specifically for collectors who value transparency and quality.
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Collectors often spend significant sums only to receive low grade and low value cards with unfair
odds. We believe there's a better way. Collect shiny PSA mystery packs are only PSA 10 gym mint
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25% chance for red slab, which is $50 to $150, and a 5% chance for the golden slab, which is That's pretty interesting. for 80 to 110% market value paid in USDC and store credit. No delays, no negotiation, immediate liquidity.
Every collectible is represented as a token on the blockchain
enabling seamless, secure trading without logistical challenges
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This is the beginning of our product pipeline.
Collectors can look forward to a direct consumer peer-to-peer marketplace,
a digital pawn shop, online box breaks and sealed products,
grading services, new mystery packs, sealed packs, modern invention singles.
We are starting with Pokemon cards and will soon expand to one piece
magic the gathering and later into other collectible categories such as sneakers and watches
ready to get started a simple tutorial on how to purchase your first mystery pack is available
without low open your first shiny psa 10 mystery pack here at collectshiny.com so if you guys seen
anything i mean i've been right on the money with this Pokemon shit fucking going crazy.
The card, the new card machines, people are fucking going crazy over now.
Like people, the restocks at Target, they have people waiting in line because they're fucking getting them instantly.
So with this one, they're starting with Pokemon.
And basically you have an opportunity, a pretty good opportunity, one to three chance to actually get something that's pretty fucking valuable.
So this could be like alpha for Pokemon hunters to actually get on here and raid this shit and actually get some things worth your money and actually make some profits.
So I saw this rolled out yesterday.
I think the only problem with this is just the market share, right?
I mean, ideally it's now some huh the segregation of it all yeah
yeah so many people are trying to fart for i mean fight for in a sense the same i guess market share
and that's just natural competition and what it is right but at the end of the day it's like
i mean these are all nothing's really fundamentally different between any of these, right? And I think that that's ultimately like, what is, okay, so why would I go to this and not BZ?
Oh, well, BZ, you can get, you know, the slabs that are less than 10.
Okay, cool.
So I guess that's one of the cool features that you can only get gem at 10s.
But once again, that easily puts yourself in a category on Courtyard or BZ for the high
impacts.
And they only have nines, tens and above.
So it's like it's not necessarily anything new or novel.
I just wonder how they're going to compete and actually incentivize people to come.
I mean, maybe we can make our money in that sense, right?
Whatever the incentive may be.
But I don't know.
It's just hard to take away market share from Courtyard, BZ or any of these when you're offering the exact same service in my opinion go ahead uncle
i don't know about you but i would i would assume that most of these people sure they're in china
and asia and japan they're in the united states doing this and to have their storage vault in
singapore is kind of in my opinion not smart because most of the people are doing it are either in Europe or in the United States.
And as like you said, it was just reminds me of L2s and they're just segregating, you know, liquidity.
Basically, I try to figure out where I want it because I collect cards.
I wanted, because I collect cards.
I love cards.
I love cards. I've been doing baseball cards since like the mid 90s.
I've been doing baseball cards since like the mid-90s.
It's really dependent on one, where you want, what chain you want to use.
So they all segregated.
One's on Flow.
One's on Solana.
One's on, I can't even remember anymore.
But they're segregating it so much that like at this point, there's either a couple ways to use it.
One, like he said, find the diamond in the rough, find the treasure that no one knows
because I've found deals on these sites because it's not like eBay.
They rather just get like the rewards or incentivize.
So there are some deals to find, but once again, they're segregating liquidity.
As a collector, I started getting lazy and not even wanting to go on these websites anymore
And then on top of that, so you also got to deal with that whole
Doxing your address or a address over and over and over again and then hoping that you receive your shit
right, I mean that's
Ultimately the thing or the issue with going
offsite. And the reason why a lot of these companies like traditional card people, they
don't like to vault their cards because they like to have access to that shit whenever they want to,
right? And if they do vault it, it's one of those, okay, I can go down to my vault, pick up my stuff.
A lot of people send them off. They go into Brink's vaults, right? They sit in specific
spots and then you have, you don't have that ability to sell it easily.
So I don't know seeing this exactly like you said as an L2. I mean, I understand why everybody wants the fees.
But at the end of the day, you're going to have to offer something that, you know, separates you from everybody else, especially when metrics like the number one most traded NFT of all time are courtyard cards just due to frequency and amount.
How are you going to compete with that?
Well, I think it's the gotcha machine.
That's kind of what it goes by.
And everyone has their different percentages of what rewards you can get.
20% to get this.
10% to get this.
You could gamify it and make a game out of it.
And that's kind of what they're trying to get for market share is this gotcha machines, because they're realistically pulling money out
of nowhere. Like with that, it's just people buying it and like how Express with it on a
street. He bought a car for 25 bucks, didn't work out, sold it for 16, move on to the next one.
Maybe he sold it for 35, the next one. And sure, but they're raking in, they're making a rake
basically on that. and they want you
to continue doing it so courtyard is really killing it because if you see and just sorry to
cut you off but it's all front end like you don't have someone growing in the back and grabbing a
card from file one and moving it to file two and then it got traded again and moving it to file
three like no they just let you trade the digital token and if it gets to finality of
settling hey i want to claim this then someone goes picks the card packs it up does all that
shit but to them all they have to do is provide a secure front end yeah it's more about the protocol
uh the dap or whatever it is but it's it's all it's, I lost my train of thought, but basically it's, it segregates
them.
Everyone has their own chain.
It's making it's, it's just, I don't like it, but there are other web two brands that
do have this vaulting thing like fanatics collector golden or arena club.
That's a, with Derek Jeter.
So there are the web two versions of it.
It's, it's just, what is your outlook on your collection?
I think the only thing you could possibly do is, obviously, they said that it's open source.
So you know exactly what your rarities are, like what the percentage is.
So I think the only way you could differ from this is have better percentages to win.
And like that incentivizes people to move off.
Like Courtyard, have a different percentage of me winning something over $500 compared to them. this is have better percentages to win and like that incentivize people to move off like courtyard
have a different percentage of me winning something over 500 compared to them people are probably
going to float to the one where they have a better chance of like getting a getting a rarer card so
i think that's the only thing that you could really do in this to kind of steal market share and i
guess that's what they said in there i don't know what the percentages are courtyard or bz
i haven't done that research but in that thread they kind of outline theirs and it's like a one in three chance so i imagine that's maybe top of the class uh if that's what
they're promoting but i haven't done my research in the other ones if they're kind of similar so
i think that's the only way you could kind of differentiate yourself with this one
go ahead chief you got some stuff up to the top for anyone that is interested or i know that some
of our community participated in the the final bosu
uh it has a a little breakdown from kicks down here so everything you need to know about the
final bosu reveal stages the reveal is going to happen in five different stages each stage
is a new tribe that will be revealed each reveal day comes with a massive announcement at final
bosu each tribe has different traits and
different vibes it's like you have five collections in one there will be five legendaries that will
be pulled on the last day the later your nft gets revealed the better the odds art zoom in once your
pfp reveals and get ready for the the s tier timeline. First day of reveal will be May 5th.
So you have roughly about a week or so. And then final day of reveal will be May 9th. Holders who
hold their NFT during the reveal event probably get some type of bonus on abstract, some type of
token. I don't know, but a little incentive and a little uh easter egg current
floor price is sitting at 0.179 with three percent listed out of an 8.4 k collection
uh healthy ownership ratio sitting at about three half of it right uh roughly in that 45 to 50
percent rate and so we'll see how this plays out man i know a lot of people are
eager for this i know that i guess these longer kind of stage reveals are a bit more popular right
now right uh we haven't really had that meta that everyone is doing a delayed reveal at the same
time or just these gradual stages i think the last one we saw was like gangster all-stars or
something like that right or or we saw the box meta where you had to burn the original token and kind of open your box.
So it's cool to see this new one take off.
Very, I mean, not going to say similar, but we do have and kind of segueing into Mabera doing something of the same or similar.
And then ultimately, Janny just helping out too so for those people that didn't
know uh he did a full breakdown up here he also mentions bosu so it's going to be a kind of a
bigger thread and some things to pin up to the top but if you have a mibera it is a multi-stage
reveal as we mentioned to you guys a while back you find out if you have the or a one of one on stage eight.
Stage eight is May 20th.
So roughly a whole nother month from now.
Pinned up to the top, you can see the progression of how it works, right?
Ultimately, you had the the blank silhouette.
Then you had the silhouette with your actual traits and then
ultimately it phases out and about you can see them adding on each layer as it goes and it tells
you the date a lot of people are going through and trying to match the question marks right which
makes sense because you can actually sit there and match the question mark see if you got a rare
or not ultimately see what people are shopping for and paying extra,
and then go through and build it yourself, right?
I would utilize Honey Road,
the website where you can build them all yourself
and physically view all the traits without them being obscure.
And then you can go out and snipe it,
match the amount of question marks to the traits and the letters,
and people have been doing that non-stop. I managed to find the negab, like, did you say negab? Negib? Anyway, I found
the negib trait yesterday that everyone always buys, you know, on the mladies and in the steadies.
Cheapest one was 690 bara, and that got bought by Janny this morning and then um i just found the kingu traits
so he gives you a whole breakdown up top uh how to find your actual um traits if you'd like to go
through and just be a sleuth right and so you can go through and he says hey there's x amount in the
whole collection and then you can build yours out and see if it looks like that. So
two to three hundred Kingus in total
You'd have to go in there and purposely select no earrings, no hair, no hat. Hey, the word nun has four letters
That's probably four question marks. Wow
Anyway, long sleeves, special hats, masks, long bears, cypherpunks, special backgrounds, special hairstyles, plain shirts, and holy grails.
Right?
So if you'd like to be a sleuth, once again, know that you are kind of, I mean, you're gambling.
This could change.
Rarity will move around, and it has twice already.
So if you feel lucky, if you think you're a good enough
sleuth, go mess around. People have been doing it and just matching what they find on the vending
machine to try to snipe a pre-reveal rare. Because this is what it is, right? It's giving you a chance
to do that. So it's interesting to see the sales going on and it's been good, man. It didn't really
dip after this reveal. It's definitely shown strength in that i mean i'm impressed by the fact that it hasn't dipped
you know yeah it's it's getting like it's great for marketing it gets people interested gets
people sleuthing it builds a community around so i've always liked these kind of multi-stages
um just because it's great for marketing that's pretty much other than like free things. That's the only way NFTs kind of pump is great marketing and hype.
I don't know if you saw what the biggest trending NFT was yesterday, Chief.
Nah.
Digidayaku.
If you know anything about that community, there's tons of insider information and trading on that platform.
So I'm guessing Gabe's coming out of token standard.
Something.
He's coming out doing something i don't
know if that drives value the digi.aku or not but i would imagine probably the next week we'll
probably figure out uh that gabe's back and he's doing some fucking game with fucking base or some
shit i don't fucking know but that was the leading up 20 yesterday uh on top of that you had uh be
friends obviously runestones sappy seals what do you know lord
that soon yeah bro uh i'll be honest i still think sappy seal is one of those undervalued
teams here like if you just look at what they're actually doing they're building a real game and
they already have a token out there's no vcsCs. But when they start pushing, I'm not concerned.
I've seen some video of the actual loading screen and stuff.
And just what they have going.
Their first alpha test looks way different than what they're currently working on.
And where they're at right now.
But yeah, I don't know.
I'm bullish on Gamefly.
And I'm not going to fucking fade Wob because I'm not retardedarded there's a bunch of fucking retards and seals though i will say that
so don't look at the community or what's happening on twitter is my best advice for sappy seals
um just if you if you believe in the product they're building and think they're not going away
i'm pretty sure it's an easy bet on some of the assets in their ecosystem especially the coin
but yeah i will be trying to farm the game, though.
I had to call it out because it's above Hypeio.
And up,
so I was like, what's going on with Sappy
Seals to get them above these motherfuckers
getting free airdrops and shit?
So I'm like, oh, maybe
Monad's going mainnet live, and I know
Sappy Seals has been rumored that they've been building a game
over there and possibly getting some kind of allocation.
So it is conference season, guys. If anybody's going to announce some shit, it's going to be in the know they've been building a game over there possibly getting some kind of allocation so it is conference season guys if anybody's going to announce some
shit it's going to be in the next two weeks so maybe you should uh start buying some stuff that
maybe uh you've had some conviction on and not wait until it actually gets announced because
they're still around recently bro like i flipped the seal recently for a decent fucking amount like
you could buy that's what i like about like sappy seals in general is like people just fade them and then they pump on they pump on when everything pumps they pump
it happens every fucking time like i'm not gonna fade projects like that you know what i mean it's
really easy to fucking get on the internet and like throw shade um but like look at the if you
just look at the charts and the facts and what they've been doing like this whole fucking time
uh it's it's one of the most obvious bets in my portfolio i'm not gonna lie like i'm never touching that
shit until the game out and everything's up are you are you pretty tapped into what's going on
monad i mean yeah like i've uh so like drecky have you seen this game called spark sparkadia
i i did i haven't really fucked with it that much i've been trying to get
like whitelist and stuff like the easiest way i'm not gonna lie like there's this guy drecky
he's like a community guy and they're artist founder of like retards with a three for the e
um but like they've been getting like every single fucking whitelist that like happens almost so like
that's just kind of how i've been doing it on easy mode is like having
one of those assets has gotten me a lot of fucking free mints that i'm assuming go to main that
um but yeah dude i don't know it's a fucking it's a blockchain bro uh the cooking so i i've seen that
game and then there's like some other shit that's coming out there i'm not like participating in
most of these games loot go i i do use like whenever i go out uh i'll use loot go it's like
fucking if you remember rebase
or pokemon go that type shit and you just get like these chests you get like some testnet tokens
um if you're walking around outside probably worth checking out uh it's really easy to use
and you just get fucking you know free tokens and shit that i'm assuming just go to mainnet and then
you can use them then or whitelistsists as well, like just using the app.
So that I've been doing a lot.
And just, yeah, paying attention to retards, bro.
Like, I'm not going to lie, that's been the most alpha I've found is following them.
Because Drekki's like super tapped in over there.
So he's like, kind of like the main source that I have.
Yeah, this Sparkadia one, they have an NFT that's on mainnet.
And the only reason I'm bringing, or it's on testnet ours on testnet my bad see what the price is of it uh it's still oh it's still admit it oh it's you can mint it for
the next 34 days i had one of my uh somebody i respect come in my dms he was kind of posting on
the timeline that he thinks games are going to be huge and i was kind of referring i was like what
are you talking about and he sent me a d DM of this and he's actually been playing it.
I think it's on Steam or something like that.
But it's also, it's going to be powered by Monad.
And he was saying it's one of the funnest games he's ever played.
He kind of said it was like Rocket Ball League and like World of Warcraft combined.
And I kind of did a little more research on what exactly it is.
The fact that he sent this to me and says it's one of the funnest games.
He's like a really big researcher.
So I figured I was like, let you guys know about it.
And you guys can do your research on it.
But it's, so it's called Sparkball.
The handle is Sparkball.
It's a V4, V4, V4 competitive sports brawler video game
developed by Spark Ball Studios,
founded in 2024 by veterans of top mobile companies.
The game blends an element of sports and combat where players select unique heroes
and ball scoring goals, balling, and fighting opponents brawling.
It's often described a mix of League of Legends and Rocket League.
My bad.
For fast-paced, team-based gameplay.
And the game features vibrant, accessible mobile gameplay and delightful characters. Blah, blah, blah um so you guys can look at it it's a moba style game uh they've been out
since june of 2024 they're they're a part of the mon protocol uh so they're gonna be on monad
and they have collaborations with optic games and uh game 3 gg uh and i think their game is uh available uh on steam i think that's
where he says he played it so as someone that does a lot of research on this uh he came to me
and let me know about it and you know all this stuff is about fun games and if he's having the
funnest time he's ever had on it i would imagine that this would uh probably do pretty well so
wanted to bring that to you guys and let you guys know about it. If you haven't played it,
I guess you can go on and play it yourself.
Yeah, it's mad bullish, bro.
I'm just, I'm all about like getting into shit early
and Monad just feel fucking pretty basic.
Like just pay attention to what's going on
and then like when mainnet,
there's probably going to be some winners, you know?
One thing I will say about like Savvy Seals and Wob
and like them building over there,
like Wob was really like just happy to be involved early, like he's like an early uh supporter and investor in monad so
like he's really close with just the whole chain um so that's why i'm like incredibly bullish on
whenever they do drop they're obviously very quiet right now but i've seen a lot of shit like
they've dropped a couple trades if you follow daiku he's like one of the devs uh he's constantly
like just posting stuff they're working on
but yeah they're cooking bro but like i'm bullish on monad i think there's a couple things i'm
bullish on in the space monad to me it's just like there's so much vc funding and all that
garbage behind it like they're gonna push the out of it right the ecosystem in general
so yeah like things that are fun um i'm bullish on that because like people just want to have fun in
crypto like look at some of these abstract games and shit.
I kind of, kind of see Monad kind of performing the same.
Lots of garbage on there.
Obviously lots of garbage fucking everywhere, but no,
but things that like stand out, I,
I think are going to be a good opportunity for sure.
And then the spark ball thing looks fucking dope.
I'm not going to lie.
Like there's a lot of gamers in crypto, bro.
So we've seen that how many times where like some game comes on and
absolutely fucking cooks, even if it's for like a week,
like if you were in early, like congrats, you know?
So I think it's worth paying attention to.
Yeah. I mean, it's on Monad.
We've kind of been not talking about it as much.
And if people are going to come to me and say, this is,
I'm doing heavy research. This is the funnest game. It's on Monad.
And there's an NFT available. You can mint right now. That's on test on testnet i don't know maybe even playing the game and trying it out for yourself
i know we don't talk about monad so i just wanted to bring you a little alpha from someone that i
respect that did this research played the game and says this is probably the funnest game in
web 3 right now that's launching on monad so if you don't have any exposure to the monad or you
haven't done anything on monad maybe try this one out i think this might be worth your time and we
all say it doesn't matter fuck this fuck the loop
It's all about the gameplay and apparently this gameplay is what some of the funnest loops in the whole space
So if you haven't heard about it now, you know about it go check it out to your own research
Just want to bring it to your attention. Go ahead chief
Uh, yeah, just cycle into a couple things and then we can go into the little bit of the bitcoin conversation too because that's circulating so
Uh one little art I want to conversation too because that's circulating so one
little art I want to put on you guys's radar this is minting on base I think is
what we got confirmed earlier this week really good pfp art original in my
opinion right nice crispy I could definitely see people rocking this and
so it's not based off one specific character.
Small collection size, roughly around $2,600.
Only $2,000 will be available for minting, and price will be $0.01.
It's been slowly picking up steam throughout the week.
And so I just wanted to put this on you guys' radar if you guys are interested or like it.
Because I think it could be a silent sleeper
in terms of a cook uh next another opportunity for you guys uh dalio frog um for those of you
who don't know slash do know um dalio always drops a collection or some type of art piece
or mint or something as soon as a new chain or opportunity goes live, right?
He's not necessarily more so a repeat offender.
I don't think he has any collections that actually repeat
or maybe a handful only, but anytime.
So when Ordinals came out,
he went over there and dropped an Ordinals mint.
When Blast, right, any new opportunity to explore the tech
and actually utilize it he does uh he's
doing something new and novel uh using the banker bot right so banker bot is a um i guess it's an
ai agent that can be used as a on-chain wallet anyone can command the banker bot to tip uh share send buy right basically command it as if it was a a wallet
agent on the timeline so through a tweet i can say hey banker bot send x uh 50 unk tokens hey
banker bot send unk 50 unk tokens right literally create a shitcoin about unk and send him some supply within seconds all
within the same tweet well dalio is doing a mint through the banker bot right uh it's it's taking
everybody by storm it's going to be new and novel way of distribution i mean because essentially
anyone who's whitelisted could go on the thread and tweet at the banker bot and mint their NFT, right?
So I think that this is going to open the door for potentially a new meta as well.
It is whitelist only.
He does not do collabs, right?
So no real like you hitting him up or anything like that.
It's owning a previous collection.
And that's the way you get access to the new experiments.
So I wanted to put that on you guys' radar.
I think it'll do actually really well. And that's the way you get access to the new experiments. So I wanted to put that on you guys' radar.
I think it'll do actually really well.
Probably bang on secondary like most of his mints do.
And it's just always pushing the kind of tech boundary forward.
So make sure that that's on your radar.
If you own a Dalio piece, please go over there and check it out. This will be utilizing base and you can connect an abstract wallet, right?
So it's a little blend of all of it together. So go check it out
If you own a piece I really think this is gonna be a sleeper and a cook and then um
I guess lastly to finish off and then we can go into the Bitcoin topic
little pieces of news
Well, yeah, it uh nft um well yeah it's nft uh like liquid loans right similar to liquidium
or bendow or anything like that they're coming to bear chain right with the ability to receive
emissions uh it'll be through paddle finance they've slowly started and opened um to initially
support loan features for steady teddies bullis, Bullis, and EatSleepEats,
set loans amount between 60% to 70% of the floor, and choose shorter durations for a fair APR.
So this is one of the bigger things that was needed or will be needed for BearChain,
especially with all of their rebases.
For those of you guys that don't know, the different, you know, the layers of rebase and how
far you are, is how many tokens are actually locked up into those, right? So BitBears, BongBears,
BandBears, right? All those original ones. Some of those have thousands, 20, 30 thousands dollars
worth of bear that'll be unlocked a year from maturity, right the chain went live so having the ability to tap into that
basic big pool of liquidity through these loan systems is going to open more liquidity for the
chain itself so i wanted to put that on you guys's radar and then uh lastly magic eden um coming out
and saying that even if you are utilizing swaps inside of their wallet, you are now eligible to
earn some Magic Eden token. It'll be considered as part of your volume. I was kind of surprised
that swaps weren't included in the previous snapshots or season one. But if you do do swaps,
if you utilize their wallet to go from sold to Bitcoin, whatever it may be, it's a little bit
easier than simple swap or, you know, just you shop around for rates.
You now are earning Magic Eden token in the process.
Remember, you do have to stake in order to activate season two.
So stake any amount, any length of time,
activate season two and you unlock your quest
and you can work through their progressive dashboard
through the quests.
So I wanted to lay that on you guys's radars and you know that way you guys can position yourself
for any of those opportunities and what's the big what's the bitcoin debate you wanted to talk
about is it the op net with the 53 83 byte limit yeah this is basically what's going on right now
in a sense i mean it's kind of scaring some people.
It's kind of not.
I think that the tone behind it is a little off, too.
Ultimately, what's going on is there's a pull request through Bitcoin Core to, I guess, filter out specific transactions, right? We've had this happening for, I would say over a year now, when Ocean Mining went live, that they were specifically picking out anything that had
inscriptions attached to it, right? Hey, it's spam. Hey, it's graffiti. Get off of my chain,
whatever, whatever. I'm a boomer, you know, yelling at the clouds. So the new pull request
would one, allow for filtering of any inscriptions, right?
Basically remove that.
But two, also increase the amount of data that can be moved or transmitted through any Bitcoin transaction, right?
In a sense, taking Bitcoin in the way that it is and creating a whole new coin a whole new system if any of you guys are familiar with
bitcoin cash this is exactly what they did and ended up forking to so the reason why this is a
little bit uh um i guess just catching uh i don't know steam traction or whatnot is for one one of
the biggest proponents for this ban happens to be the moderator for the Bitcoin
form core, Bitcoin core form. So anyone that's debating any kind of dialogue that's being brought
up against this is being marked and censored and being basically removed from the form itself.
So there is no dialogue besides votes for yes. I'm going to post a conversation up top. You can
actually use Grok or whatever you'd like to break this down in full, the actual pull request. But
what I think took me back a little bit was the response. This is from the Ocean Mining CEO
and Udi just going back and forth and whatnot. So first of all, Udi writes, you're a retard.
Second, he goes, you know, the guy responds to all the rebuttal, amazing points.
It's clear and indisputable how your superiority to me is in this debate.
So, the next part.
How much time after the PR is merged will it take for Bitcoin to die?
Do you have a date? As mentioned before, the minute that they change the way and the amount of data that can be transferred,
one, Bitcoin's underlying security is now gone, right? And then
two, it is now a whole new coin. It is completely forked. It is no longer Bitcoin the way that
Satoshi designed. It is no longer the original equation. It's none of that, right? We've had
amendments, but in a sense, this would completely rewrite the code. His response, an exact time and date, even if I had that information, I'd publicly not share.
I can't speak for anybody else, but this definitely changes my personal roadmap.
I'll be pivoting out of this space, though. Sadly, and the moment this is merged, I will no longer
hold Bitcoin. And then Udi's response, you may be a retard, but an honorable retard,
and I respect that. So it's just interesting to see that they don't even care. It's to the point
where it's, hey, I've made my money. I no longer care about the underlying issues of what Bitcoin
was or the fundamentals of it. And now you're getting too close to being on the same level as me.
So they would rather take the ball than leave, kind of as my last parting action to,
I'll fuck it up for you, because I've had my fun.
So just in a sense, this is the reason why, to me, the whole idea behind Ornals made a little bit more sense, because before you had no opposition, before you had nothing, right?
Before you just had these guys
saying, hey, I want to do this and I know it's going to fuck it up for you, but I don't care.
I'm going to just leave after I do it and get fucked. And so that's kind of the leadership
that's going on and that's the bigger debate. I'm going to post up a little bit of information
in terms of just factual charts for you guys to see, what they're trying to quote unquote censor out and move
actually makes up roughly more than 50% of all the data that is transmitted through Bitcoin.
So 49% actually, sorry, and 49% of Bitcoin is being used for the way that, let's just say, the laser eyes would like it to be used.
And 43% of the transaction in the past two weeks, right, had OP return or were inscriptions.
So in a sense, just as 50-50, right, they can't say that they don't need it when in reality,
they do because they're not even filling up their blocks themselves. Right. So that's where this this is kind of this awkward debate of they're trying to talk shit and act as if they're the number one kids on the block.
But when you look at actual hard data, it's exactly what he said.
If this happens, they are fully ready to exit their positions and just let let everything else, let the sticks fall where
they fall. So it is not necessarily alarming, but I think that BlackRock, all these people
with size and influence, push things in the direction of stability. But just something
that is occurring when you got a bunch of old men yelling at clouds and refusing any
kind of innovation.
They don't even want to look at raw data.
It's more so, well, I think, and I don't agree, and in my day.
So go ahead, Waiters.
Well, like adding this or changing this, what changes?
Everything.
It's no longer Bitcoin.
Yeah, so it's like more non-financial data, I guess.
Like they want to put like media and shit on bitcoin more like I don't know No, the reverse
Okay, but the reverse yeah the reverse you would technically open it up
You would technically open up bitcoin for more data to go through but it would be filtered data only what they want
So i'm like that's the that's the opposite
I mean if it was just opening it up then yeah, bro
I mean now we're gonna start inscribing the movies
And put 300 on this motherfucker and you know, we're gonna really take up your block space and pay these miners because that's the issue
They can't open it up and and not face the pros and the cons so
Yeah, let's let what it's gonna good winners
I'm, sorry. I got rugged. rugged. I don't think that this is alarming in the least bit. And it really puts emphasis on mining Bitcoin yourself and making mining more decentralized and running your old note, you know, like that, that's, that's huge. Um, but funny, funny little story about,
uh, Mr. Luke, um, and not about eating cats, but, um, he used to be the, the person that
assigned BIP numbers and he, no, like literally nobody likes him. Um, so he's no longer that, and he's a mod
in a, in a forum. So take that much information as you will. I mean, I've been a mod before.
Did I get any say in any kind of shit? Absolutely not.not. So it's just.
And two, I think it's just like the miners and like all, you know, like the laser eyes. They're like, oh, the mempool's been empty.
We must reinvigorate the fervor of this heated debate about pruning.
And they just want your fees uh so go inscribe go go make some shit
on bitcoin and just tell them to eat eat a bowl of dicks i don't know is that is that something
i've heard like i'm obviously i'm not that tapped into the nuance of all this stuff but isn't that
the concern is that there's nothing going to be incentivizing miners are just going to leave and
that kind of affects the security. So like ordinals
like and people inscribing on Bitcoin actually provide incentive to secure the blockchain.
I think the fear of Maxis is there's if it stays this way and there's nothing actually done,
then people are just going to leave and that just leaves Bitcoin as an open network that could be
like 51 percent tax. So like, is that an issue? Do we need stuff on Bitcoin? Or we just didn't expect like layer one ordinals
to provide the security and the incentive for people
to actually raise up V-Bytes in the future.
So like, what does it look like?
Like if no one's fucking giving a fuck,
then what do we do?
We just let it sit and just let people leave?
Or do we try to mess with stuff?
It's energy.
That's the thing about it.
I mean, in a sense, Bitcoin's priced at how much it costs to produce per coin and so when we do
uh innovations in this world of energy through nuclear through uh volcanic pressure through
solar through water right the cost and the margins become less per coin and then the miners yes they
need to be incentivized and mine transactions,
block rewards. Yes. But it's not taking a hit at you, costing you 50K, right? And then nothing going through. It'll cost you maybe 20K because you have renewable resources. And so yes, down
periods matter, but not as much as they do today with no alternatives. Like right now, if that dips,
like then we're in trouble
because they don't want to keep the power on, right?
In the future, they'll figure out ways to make power cheaper
and then you kind of get that balance on both sides.
So I think it's us doing our part using it,
but it's also them doing their part innovating and growing,
you know?
Don't you need social consensus for this to pass anyways?
Well, that's the issue.
That's what slowly, I guess the reason I'm bringing it up is because homie's the mod now he's just hiding everybody that's opposing
him in the form so people are just black rock black rock has a like a nice way to convince a
lot of people to do what they fucking say it evolves with a metal tube with a bullet and a
lot of people have committed suicide with two gunshots that BlackRock's been involved with.
So yeah, like you said,
there's a lot of big money that have now using Bitcoin
as the next form of digital gold
that won't want this happen
because they don't want Bitcoin to go anywhere.
They have trillions of dollars and they have a bullet
and a lot of people around them
to convince people to do what they want.
So I just think this is just more just drama
that's never going to fucking happen
because BlackRock just going to put a bullet in your head to change your idea so to be completely
honest like let's be true let's be honest the fact that blackrock and all these motherfuckers own
majority of the bitcoin they're gonna get what they want and all these little fuckers that are
mods and discords are just gonna get bullets in the back of their head it's all really gonna
happen good waiters we're um i was added by a third party. I'm not
sure how I got here, and I am not on any kind of list that we would have been put on by speaking
on this stage. Innocent bystander, but what I did want to add is Satoshi wouldn't have added that in the Genesis block
if he didn't enjoy putting things in the arbitrary data.
And so that's like, I'm just going to side with Satoshi on this one.
It's always the best to side with him.
No matter what, just go back to the roots, right?
No, and if you're bored, just go argue with Maxis, bro.
I think this is the greatest
shit i was just going on the timeline telling them that i draw on their money and you know
they just start going mad bro like fuck you you you hold them you're gonna be poor for life and
i'm like haha the dollar spends just the same luke blocked me bro motherfucker dude look look for podcasters and you can just with the pfp that that came from
an ordinal but to like if you it's really fun when you get the the laser eyes um
uh you know just like get the biscuits burnt and then then you use your knowledge about Bitcoin because most of us had to start from, you know, spreadsheet days.
And so we, in general, know more about Bitcoin than they do.
And so you use that logic in a way that gets them to conform. I've made a lot of laser eye friends over the years
that started with the heated debate.
The exact same one from 2023.
And so I encourage you, go out there,
help them cross the road,
carry their groceries, the laser eyes.
I always ask.
I'm like, I see the laser eyes. Are ask i'm like i see the laser eyes are you like the
everything else is a shit coin or or bitcoin is the answer kind and then you get the toxic i'm
like haha i'm the the sack graffiti here what's up uh pinned up to the top is the official
information for the banker bot from banker itself so follow. You don't have to follow me in my post.
So that will actually give you the information
and you can put notifications
because it will go live from that account.
So directly there.
Next, just shout out to Witters as well.
Happy birthday.
Yesterday, another tourist.
So GG's on that.
And then Witters has her collection
that has been cooking over the last 24 to 48 hours or so available on Gamma.
This is something that she did over a year ago and is finally coming to fruition.
The second part or so, I say that the continuation of it.
And so go check it out.
It's 20 bucks.
It's not anything in a sense.
You know, it's not a flippable thing, right?
If you want to collect a piece of art and check it out, do so.
What is she doing with her finger there, Witters?
Is this, is this like, is this, is she flicking?
The imagery, when present is a call out to NY.
I blew up with tannurite and shot it and with bow and arrow and semi-automatic
weapons, is when that imagery is present, you get very distracted that there might be
a brain above certain assets that a woman would have.
that a woman would have and knowing that fact in this beautiful space that I decide for some
reason to participate in daily. I just decided that that is a fool's errand and it would be
better as target practice than trying to make a statement so futile.
You know, it kind of first reminded me of like uh remember the madonna nft that had like a tree growing out of her vagina
yo that was wild oh like imagine the people that bought that you're you know that was one of them
i think there was like another one with like grubs and shit and animals coming out like there was it's addition of three like she went she thought she she cooked that was the top
we do not masturbate shame whatever objects uh you choose to um anyway
pleasure yourself is totally fine with me and uh i don't know if it's fine with God, but it's totally fine with me.
Go ahead.
Load the clip.
What?
Yes.
We're going to clip this.
This is recorded.
The last thing we have, Tig brought this to us yesterday.
Ding-a-ling.
Mr. I'm missing out on the phone.
I'm going to launch my own thing.
He launched Boop.design.
And he came out with an update within about an hour ago the token boop uh stakers will get five percent of all new graduated tokens and 60 of all stole fees from
lps payment uh initiatives for token launchers uh tied by uh tiered by cato mindshare and airdrop for
meme coin power users and traders uh there will be more airdrop info tomorrow. So
just a little update. You guys can read the thread for yourself, but that's kind of the TLDR on it.
We appreciate you guys talking about the daily alpha. We host it Tuesday through Saturday from
10, 15 to 12. We'll be back tomorrow. I'll leave it here for Chief. You guys have a great rest of
your day. Appreciate everybody that comes up, everybody that contributes, helps conversation
move while also adding value.
So it means a lot.
Stage is always open.
We love to learn from you.
Love to be the dumbest one in the room because surely not the smartest.
We do this Tuesday through Saturday, 1015 to about 12, 1230.
After the show is over, there'll be a thread that recaps everything that we talked about.
Use it as a resource when you're doing your own research later on. That way you can follow up and take advantage of these opportunities. Any interactions
on that go a long way as they're how we continue to get more opportunities for our community.
And it's TDA or Stay Poor. Y'all be safe. Catch you guys tomorrow and have a good one. Thank you.
