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THE DAILY ALPHAβ»οΈ
Recorded: March 26, 2025 Duration: 1:54:31Space Recording
Short Summary
The discussion highlights several key developments in the crypto space, including the impact of AI on creativity and project launches, the emergence of new trends driven by AI advancements, and strategic partnerships like Oraguchi Network's collaboration with OKX wallet. There are also insights into market dynamics, such as Michael Saylor's long-term commitment to Bitcoin and challenges faced by platforms like Hyperliquid due to market manipulation. Additionally, Bearchain's high-yield opportunities in DeFi are noted, reflecting ongoing growth and innovation in the sector.
Full Transcription
what's up what's up what's up appreciate you guys stopping by the daily alpha we host a space
tuesday through saturday from 10 15 to 12 be here five days this week we're going to saturday
so um appreciate all that we're on ethos if you guys want to leave us a review if you guys are not on
ethos hit me up i got a few invites left i just need an evm wallet so you guys can leave a
you know a review over there if you want um also we have allison thread up top which covers
everything we discussed yesterday and shout to be the recording
Not a lot of you anymore, but they're there.
There's probably like 100 people that listen to us after the show's over.
So I appreciate you guys, taking a little time on your day to tap in and lock in and see what we're talking about.
So love you guys.
Appreciate you guys.
How we doing this morning, Chief?
You're doing it right?
Yeah, man.
Can't complain.
Another nice day starting to warm up spring season.
Markets are fun.
It's always unpredictable, you know?
Yeah.
Yeah, a studio jibolied this shit, Arbongo did for me.
So, I don't even know, dude.
This shit's nuts.
The fact that you can just put these things in such-
It looks like softer, though.
Like, not to say that you're soft, but it looks soft compared to your other guy, you know?
Yeah, I think there's other, I think everybody just doing the Studio Ghibli one.
I've seen people use other artists' ways to draw and stuff.
So I'm pretty sure this is the beginning of something that every kind of GPT model is going to have.
I think Grock will have this in the future.
And it maybe eliminates artists in the future.
If you're going to launch a PFP collection, when you just like,
get it and just like put him into these chat chvetys now like i don't know this could definitely affect
uh i'm gonna post um him the the guy who's studio ghibli's a studio right um so i'm going to post the guy
who actually created the main uh um artist and he was just talking about
AI. Granted, this is a different time and setting. Ultimately, this was when AI was first being introduced. So it was very primitive and very gang-like and, you know, shitty. Nothing compared to what it is today. But you literally just see him saying exactly what you just said. He's like, hey, it's the end of an era.
You know, it's like we're getting to a point where we no longer believe in ourselves, right,
because you have all these tools that can, in a sense, do it just like you or in your mind better,
right?
So you lose that lack of believing in yourself, basically, you know?
And so it just discourages people in that sense of potentially the end of an era, the beginning of a different one.
But definitely a big kind of paradigm shift, right?
For artists, process of artwork itself, right, the streamline.
Because that's another thing, too, is he was famous not only for his art style, color of palette, etc.,
but he designed the way manga and animas are made, right?
Like the way that the storyboard is set up today that most anime studios use.
He did that because it was a need, right?
I mean, like, he was drawing and was like, hey, this doesn't work for our real world application.
I have to create something new.
And then other people adopted it.
So that kind of process...
could potentially be at stake you know because people aren't going to need that kind of stuff anymore or the friction is going to be so minimal that it can be fixed so hopefully we don't stifle innovation because of that right we don't miss that growth of a new way to do things and those people that believe in themselves to push themselves but
Yeah, I mean, it's kind of, it's interesting to see.
It's daunting to know that there's nothing that really can be done.
It's hopeful because, you know, I want to see it keep growing and see where it's going to be, right?
It's just like a mixture of all emotions when it comes to stuff like this, dude.
Yeah, it's kind of like when AI is taken over, it's kind of eliminating, like, uh,
people that took their time to be skilled in something like people go to college to be a dev or do computer programming now we have vibe coding which is basically just talking into a bot and just creating programming and then now we have people spend their whole lives becoming artists and getting and identifying as artists and and perfecting their craft and now we're basically giving that to everybody so it's like it's very
It's very weird because we've always grown up.
You need to go to school to learn a craft or a trade to be, you know, if you love it, you'll make money from it.
And now AI is basically bringing all these things to retail.
And there is no learning curve.
It's just use English and figure it out through prompts, which it kind of seems like the new programming language is English.
That's the the sauce, right?
I mean, we knew that that was going to be a profession, what, a year or two ago?
People were jokingly, oh, become a prompt, an AI prompt engineer.
You know, they're going to be so needed in the future.
And as we progress and get closer to that, right, you see a little bit more respect being put behind that.
Because this is literally the definition of, all right, cool, well, here's the website.
Do it yourself.
Oh, well, I don't know how to, yeah, it's not doing what I wanted.
Oh, okay, cool.
So it's no longer just like having the tool in your hand.
It's knowing how to use the tool as well, right?
And now it's becoming like that job is literally a job.
It's a title, right?
It's an AI prompt engineer.
It's literally an engineering job figuring out how to structure the words together to get end result.
Right.
It's not just write a sentence or anything like that.
I mean, dude, I try to do the studio Ghibli shit me.
And I got hit with nothing but the content error over and over and over.
Like we can't, oh, I can't, what is it?
Make this in Ghibli style because of the content we're using as copyright or this and that.
And I'm like, bro, a million motherfuckers got on the timeline.
I don't know what you got going on.
Just make it happen.
And it's like it's not that easy, you know?
And it's like, oh, well, you ran out upgrade to premium if you want to keep trying and shit like that.
When you got with someone who has roughly an idea or quote unquote not an engineer, but you know, someone who one step further than you put it in there, grabbed your picture.
And within seconds, you had an output and you're on your day, right?
So I just think we can't discredit those people.
I remember that I had my mind blown when I spoke to Delta sauce years ago, right?
Or almost a year or two ago.
And he was just explaining how he prompts in different languages.
He'll write half in Spanish, throw some Japanese in there, throw English,
and then each one of those taps into a new subset of information to pull shit from.
Right?
If it reads Dragon in English, oh, it's talking about American dragons.
Could be Komodo dragons, could be lizards, could be whatever dragons are in lore.
You type Dragon in in Japanese, it's going to go down that whole other rabbit hole of dragons and Japanese lore and Japanese like that, right?
And he does that all in the same prompt.
So, yeah, dude, it's a sauce and a science now for sure.
Yeah, it's like you have a tool, but you don't know.
I think the prompting is, like, you have a Swiss Army knife,
and you can only fling open the knife with your retail,
but the prompt engineers basically unlock the rest of the Swiss Army knife.
You could have this tool, and you don't even know how to prompt.
And prompting and understanding ways to phrase it or how to segment the prompt,
there's certain ways.
Like, you just can't put, like,
a detail in the beginning and expect to get out.
There's ways to segment this way.
And I feel like the prompt engineers are kind of like the carpenters
where they basically give you the TLDR of how this tool is used.
Like you could go use a wrench for a lot of stuff.
And then you're like, this wrench doesn't work.
And you could get a sawout and you saw it off and you fuck everything up.
I think with prompt engineering,
it's about like unlocking all the capabilities of the AI prompts.
Because I'm starting prompting in,
I'm pretty basic and then I go look at templates
of other people's prompts and they're just using different words
segmenting different ways and that's kind of how I think this evolves
is knowing and understanding how all these tools
and how to prompt all these things so you can get the most out of it.
And this studio Ghibli one, like I woke up this morning,
I'm like, okay, Studio Ghibli just got imported into this.
That's cool, like what are the other ones?
So I basically thread this.
There's a bunch of examples of it you can do.
You can do voxel art.
You can do infographics and visualizers.
You can do illustrations.
You can do studio Ghibli style,
which everybody's using right now.
You do playable character in a style of a studio Ghibli.
You can do comic books.
You can do mascots plus merch.
You can do merch design.
You do photoristic,
images.
So I know a lot of people are like,
it's just Studio Ghibli.
There's 10 plus things you could do
with animation in here
that no one's talking about
in the timeline
and could,
you know,
open up,
you know,
people starting projects
and using these as like templates
to kind of,
speed up the process of maybe implementing these into games and 3D characters and stuff.
So it's pretty interesting.
What up, Slime, bro?
What up, man?
Yo, my bad.
I just had a minute.
I wanted to say a few things.
First off, if you're getting an error for Chad Ghibit and you're trying to do Ghibli style,
it's probably because basic users only get certain access to 4.0, and it's using Dali for the image generation,
which is not going to be able to...
I'll pump out that prompt.
And I don't think that 4-0 just got like a studio Ghibli model.
Their model just got better.
So now I can kind of hone in on different prompts.
And I also wanted to say if you're trying to hone in on image prompts,
Mid Journey has a cool...
a feature where you can put in any image and it tells you the prompt of that image.
So if you want to kind of experiment with that, it's a pretty neat tool to see how you can get your prompts better.
But yeah, I just dropped $20 on this stupid chat GPT.
So if you do want to Gibli-style PFP holler at me, much love.
Oh, it's Ghibli Expresso.
Oh, it's Ghibli Express.
I love you.
Sorry, bro.
I'm not an anime guy.
Sorry, I fuck up everything that's like that.
It's FOMO, bro.
Everybody's spending $20.
Didn't have ChatsyPT, and then Gronk's going to...
You just paid 50 bucks for GROC or Twitter that get GROC access,
and then they're probably going to implement it next week,
and you just wasted $20.
So it's FOMO, baby.
Everybody wants to get in on the new trend.
Someone put all the Salon of NFTs in there,
and damn, they look good.
They got a Klano in here, a sophisticated bear,
Lad with the rug, I guess that's cool.
Our mad lads.
They have geckos.
Bodogos look fire in here.
No, Fiverr people are like cooks, bro.
Them Fiverr guys had jobs and they don't have shit no more.
You can't pay none.
You don't need them for a website.
You don't need them for traits.
You don't need them for traits.
You don't need a FiverD dev like at all really you know I mean to a certain extent maybe not you can even
Resource or find someone to get you better at prompting and stuff like that elsewhere. You know? It's just
Wild dude that it automated the whole process and really just you're not gonna maybe get as original right, but you're definitely gonna get something
Fiverr level. You're going at Fiverr anyway, right? So I mean you're gonna get something Fiverer level now without an issue. I
I think it, regardless of your art or your artwork, I feel like artists are just going to plug them into these chatbots regardless and just prompt them to see what things look like.
And maybe it's, it consider a derivative or maybe it's original art.
I don't know.
Like, say someone created an original art piece that has nothing to do with this and they plug it into one of these prompters and put.
you know not studio jibbley but a different one like voxel would that be considered their art or would
that be considered a derivative in a i don't think you would put your art i think that's what i was
about to say if you put your art work in there it just gets it sent to the information blender bro
and anybody can then access i don't think it's your art anymore you know
Well, then what is considered your art now?
It can't be put into any kind of AI generation.
Can't have any AI prompting in at all for it to be considered art?
Like, I'm just kind of like, we've gone through this path of like AI and music and it ultimately becomes art, right?
Like Kanye West did samples.
Oh, I think it's art.
I think it's all art still.
I'm just saying that I don't think that like, well, here's Emlo coming up.
But I think that if you upload, like, if Amlo uploads one of his original works.
then the AI will now use pieces of his original work and other pieces work for the rest of like eternity.
That's not necessarily true though.
It's not that change.
I thought that that's how it used to be or I was under that perception.
There was a fear that that would happen, but like there just is not the capacity at the moment at least in like even mid-journey to just like,
register your pieces and then save that information for the future.
What it is, though, is like if you're doing something that's AI collaborative,
it's still technically your work, but what I'll do also is go back in after in Photoshop
and hand edit a few things, and then that makes it 100% mine now.
So...
If you ask for references, Emlo, like, if you were to generate a new piece and the AI grabs, let's just say a reference from a piece that I made or a reference from someone famous in history, can you ask?
hey, like, where did you get inspiration for XYZ?
Or if you were to scan this picture and say, what is actually original?
Could it say, well, we use 20% of Picasso's art style?
It depends.
It depends what model you're using, but most models can't really tell you where it got its inspiration.
But that's also why at the higher levels, you'll see more professional...
Prompt engineers just make their own models at the end of the day, maybe taking from a few different existing models, but I don't know, like I myself have 15 different models that I've made depending on what style I want to use or whatever.
whatever, because for that exact reason, I don't need it to be going through a whole corporation.
I want it to be bespoken, be within my style.
Mid Journey is nice for experimenting and fucking around, but once you have that aesthetic down that you want,
then most people go and then train their own models.
This is interesting.
A filter for your camera, like pre-made filters that you like for exposure, whatever it is and just having that style for your camera.
It's kind of like the same vibe.
Emlo, are you using your own models on mid-journey or you're actually creating your own model?
No, I have my own models not on mid-journey.
I use flux and stable diffusion and GANS as well.
this is getting interesting obviously for like the noobs and the audience are those kind of like
and i guess plug-ins similar i get the easiest comps that i can think of like plugins for photoshop
I mean, like you said flux and Gans and all that kind of stuff.
Is there like a raw bottle?
I would say it's more like an extension of the suite that I was using five, ten years ago with Photoshop.
But like taking it to another level because you can, you now don't need to go outside and take pictures in order to create assets.
You can create them from your like room.
If that makes sense.
Yeah, yeah, that does a little.
I was just trying to figure out if these are all like separate, you got four different programs up or if these are all kind of just all interworking together?
Oh, those I have all interworking together.
So I understand your question.
Okay.
So that's what I'm trying to say.
That's pretty cool to where you have like a base model and you beef it up kind of with what you want.
Like, hey, I want to do GANS on this and this and that.
And almost like turning on switches, so to speak, or modifiers.
Yeah.
It's like a jailbreaking all over again, but using like AI now.
We're like jailbreaking like artists' minds and we're like taking their fucking IP and distributing it on to the internet.
This came out yesterday.
I don't know if you saw this, but H&M literally is now having basic contracts with their models, right?
to do full 3D renders.
And in a sense, the model is going to be rendered useless here in a couple years, right?
Yeah, it's their last model gig.
Yeah, literally.
And then there, and you see it's so funny, like the cope.
Oh, well, it's because, you know, there's days where I'm really tired and at least the model looks the same every day.
And you're like, yeah, until they no longer call you because they got the model.
You take one good check for that model and it's over.
It's a wrap.
And that's how they do.
I mean, that's.
the whole licensing shit is one good check.
I think Grimes was the first one to do that with AI.
She said, you can use my voice, you can do whatever.
Just pay me like 50 cents on the dollar, whatever the fuck it is.
And I don't care.
That's the Black Mirror episode that they had in season two or three where it was
Salma Hayak in this show.
Her IP was taken from her and she didn't know it.
Like, what the fuck's going on?
So it's like,
This is what it's coming down to, obviously.
You're going to, celebrities and artists,
you're just going to license these stuff,
and they're going to get royalties on the back end.
Like music.
They fought it for years and years,
and you have to buy CDs and you have to tell, you know what,
Apple, you're right.
I'm not going to force everybody buy CDs.
Just give me 50 cents when they watch or listen to my song,
and yeah, we're good.
You know, ultimately there's going to be unions
and all this shit set up around this,
but that's the route that we're more or less headed.
Yeah.
Go ahead, Simon.
Good, son.
What up?
Now, I just wanted to bring up another thing that I think AI will kind of be a problem for.
Well, not a problem, but marketing is going to get absolutely insane.
I want to post this tweet.
This lady, basically, the prompt was, create a big, creative ad, big the pencil or the pen.
Create a big, creative ad.
Add the pen as a hair accessory used to tie models hair up with a compelling message.
And it cranked out this image with the...
a phrase at the top saying twisting hair since 1945 with like this super realistic pen through the bun
and then you know you can start adding you can put a picture of a hat and then say make a model
wearing this hat so so on top of just like like you said espresso copying all these um artists vibes
ads and marketing is about to see some crazy crazy innovation here with this AI but i'm just going to
post this here so you guys can see how cool this is uh gpt 4 oh is absolutely cooking right now
Dude, I just, I'm going to ultimately hate the day that there is no more yelling at your phone and saying, agent or human, because I'm that guy, bro.
I'm that guy that calls the line and pushes every fucking button on the man.
Even I get hung up because they're like, this is not a code.
Push everything.
And I'm like, agent, agent, speed it up.
We're going to get to a point where we're going to sit here for an hour with this fucking bot,
and the bot is not going to budge, bro.
It's fine.
You can have your own agent talking to their agent.
And they will switch the jibbley link to you.
Well, yeah, and they're just going to sit there and argue indefinitely, and no one's going to get upset.
And you're just going to be like, look, bro, I need the best deal.
And the bot's going to tell me there's no deals six hours long and never lose its cool.
Like, sir, there's no deals.
And I'm going to be like, I need a deal.
They'll be like, sir.
And then eventually you, as the human, are like, yeah, fuck this guy.
So...
We're gonna get to that point and customer service is just gonna be always literally always on point like there's no tiring them out
There is no human element of oh I feel for you. No, there's none of that there in the meantime though have you used like
Uber eats chatbot recently
It's absolute dog shit
It's terrible
It went from like refunding you for basically everything
To now like literally
Maybe they'll give you 30 cents back
And like you're like wait I wanted 30 bucks
The chat bot on Uber for bro
No if on Uber eats
If they like if you get the wrong order
Or something like that you've never had to happen
Oh okay okay
That's what I thought you were wondering like what should I order today
He's gonna be like well
Clarna has a deal on burritos with Chipotle
Yeah
And you're like, oh, there it goes, Klarna, you know, invading in.
Paying four installments for your Chippola.
It's so bad. It's so bad.
Like, I follow this guy on TikTok that's like the most powerful websites that you don't know about there.
There's a website he mentioned that that basically is a website that redirects you to find someone to actually talk to somebody because everything's AI.
He has a website that you can go to to actually get the like talk, say that you're talking to your bank and it's an AI.
You basically put the company's website in there and it'll give you a line to actually talk to a real person.
I do think there will be a need of that in the future.
And just like AI is getting crazy.
Like if you download the app on GROC app,
you can now talk to it in like 15 different ways.
You can talk in sexy mode.
So that's getting crazy.
On top of there's a website out there called same.dev, I think it is.
And you can basically copy and paste any websites.
You can go to like the Apple website,
copy and paste the whole website and create your own website
based on exactly the same template as the Apple website.
You can even change like,
a little bit of the font up top.
So I want people to be aware of that also
because scamming is going to get a lot easier to do
if everybody can just copy and paste websites
by just using cursor in the same.dev tool.
And then I also pinned up just some other implementations
that are happening, rev.
1.0 is the best image model in the world.
There's no way to tell anymore.
Here are 10 exane examples.
So this is just like real life version.
This is all AI generated in the future.
The hands have all been fucked up.
But you have all the shadows, all the creases in the face, everything.
And so like that part of GCP with like 3D models in real life is basically un-
recognizable and then the last one i got this from miles i was going to say this but since we
were talking about prompting is a i crypto research prompting cheat sheet bookmarked this for future
use this is the a i crypto research prompts like i just said prompts are everything he has a
questioning um like explaining this white paper like on 15 he has prompting created an analysis
with experience and finding early stage opportunities and he has tools like chaty p for deep
research and general and general tasks so
Like I said, prompting is half of the battle here.
Miles did a whole cheat sheet of how he uses prompting for research, which, you know, bookmark it, you know, you could use it for yourself and maybe expand your prompting vocabulary and skills.
What up, Hawkeye.
What up, man.
First time, a talker, long time listener, long time.
So I'm going to give you guys some insane alpha, right?
Go to chat GP4.
Okay, you can create my chat GPT now.
Okay, you can create your own custom chat GPs from the GUI.
Go to Twitter, create a motivator agent.
One that is going to motivate you, okay?
Like go to David Goggins profile, get all his tweets.
Go to like all these crazy, like insane coaches, right?
Create your own personal motivator.
And have that fucking thing.
Talk to you.
I 4xed my training shit.
I'm working like 24-7.
Insane, dude, whatever you want to put your mind to it, say, motivate me to do this.
And it'll start talking to you and you just crank out whatever you need to do, dude.
I was talking to the sexy one on my live stream and I can.
I could just see that implemented to a sex robot relatively soon.
She was doing good.
She was calling me Babe.
She was giving me confidence.
I'm like, man, I need you in my life.
So I do, I need this motivator in my life, too, to get me, like, get my ass off the couch and air drop farming and shit.
In your profile, you say vibe coder.
That's a word that has taken over the internet in the past two weeks.
Can you kind of give a brief explanation with vibe coding?
Yeah.
So when, when chat chit came out, I was a VP of, like, development.
And I told all the team, like, you guys need to use this chat GPT to crank out your code.
Okay.
So I was vibe coding as soon as it came out.
I just didn't know what the term was.
And I've been coding for over 30 years.
And it's basically like you, what happened to me was I was coding so fast that I stopped reading the code basically, you know?
I knew like it was cranking out stuff, but I just kind of got a sense of the code and just stopped reading it.
And that's vibe coding, you know?
So it's basically using like cursor to talk, talk to it.
and like, like use an engine and talk to it.
Say, I want to build a mobile app and just kind of talking to it and working it out through just talking and not actually program and using your.
Yeah, but, but if you know frameworks, like let's say you know like Django framework, right, which is a Python framework for building stuff.
So you know like where your classes are for defining your data, right?
So you say give me a model that's going to store a business, you know, and it'll give you a model to store a business.
And then you say, give me the serializer for this and then it'll give you the serialize, which are just like files, you know?
And then you'll say, like, give me the URL and the view to do crud operations on this object.
And they'll give you all the, like, access objects, you know?
So, yeah, it's pretty interesting, you know.
It's really changing up the game.
People who've been coding for a long time...
they can't fathom how the AI is going to make their work possible, you know?
But once you try it, then you realize, oh, wow, this is insane, you know.
Yeah.
I appreciate you coming up, man.
If we have any AI talk, feel free to come up here.
I know Boo, good point, slime.
I saw this yesterday.
I forgot them even mention it since we are talking AI.
Boo is actually doing a boot camp today, partner with Story Protocol.
So basically the hackathon for Story and one.
And today at.
after the show's over, right as the show goes over,
you can join a Google meet.
He's basically doing a three-hour kind of boot camp on how to code
and do vibe coding and all this stuff.
So he's probably the top person I know that's been on top of this forever.
If you guys do want to go there, you could sign up right now.
I don't know if it's,
deadlines pass, but he's doing it in like an hour and a half.
So if you do want to get a free lesson on how to start vibe coding and get the basic fundamentals,
this is what you're doing.
He also does other classes for more advanced people, but this is kind of taken over.
And Boo is a great resource.
So appreciate you, Slime, for bringing that up.
Did you sign up?
I didn't. I have an obligation after the show. I'm going on to the OKD live stream at two or three, and I couldn't be there for the whole three hours. So I kind of fucking said bye and didn't do it. But I do think it would be something that I want to do. And he says it's going to be recorded. So I probably will watch it after it's over.
It also has a whole Discord dedicated to this. I mean, it's been what he's been working on. Him and Began actually opened up an AI company.
right over the last year or so and like you said they won the last hackathon for this so
that was kind of the person that i saw first saying the word kind of vibe coding and really
breaking it down and he was just saying that in a sense you don't you just prompt until you
figure out the answers rather than sit here and pull up the code and individually dissect right
you start to just work through the answers and let the um this is called a box progressively
answer itself
100% what I've seen bro I met seen through some of my TikToks that I did he kind of followed me and we started talking the DMs what's up brother how you man hey did yeah now I fucked with all your alpha stuff the first thing I came across I think was when you did that sonium post and I really liked it but I saw you all talking about about you all talking about this in the space the other day
No, give us what's that about?
It is a, so you have to request, you have to submit an application.
It's manis.com.
I'm here.
I'll pin something at top.
But it's basically instead of it just being a,
conceptualizing ideas, it actually conceptualizes and executes.
Like it is a full on pocket AI agent.
You can literally load in zip files and it will open up zip files.
It'll conceptualize the zip files.
And then you can one prompt and it starts building out actual whatever you want to do.
Like you can build out full on telegram bots in like one prompts and then tweak it.
It's absolutely fucking bonkers.
I need that. I have a Discord that pays me $250 for their Twitter scraper, and I just want to replicate it so I can do it for free.
So I could basically, like, copy his work and just fucking make my own Discord off his shit.
So I'm talking about it.
I'm pinning, I just pin two stuff up top, but it literally, you can see it like coding, learning, conceptualizing, and coding right in front of your face.
And it's, it's the most advanced AI prompter I've ever seen.
And it's, they advertise it.
If you go take a look at their website, it's really neat.
They advertise it as a pocket AI agent.
It's not, it's not just a scraper.
It's a straight up agent.
Right.
Well, I need a scraper.
So I want to use this agent to replicate someone else's scraper so I can build my own.
You just need API keys and access.
I mean, you can buy that, but yeah.
I think, yeah, just kind of knowing what the tools are out there, this AI moves quick.
And obviously, this is moving quick.
And, uh,
I feel like this could be implemented into Web 3 relatively quickly.
Like there's already that Ghibli token this morning that went up to like 2.5 million.
Not saying like that's the implementation that we're looking for,
a meme coin.
But every time there's like a new advancement in like AI,
we see kind of a meta pop-up.
And I think the meta right now for AI is kind of like the movie scenes.
Like you see that with like a lot of the meme coins are now doing like the movie scenes.
And that kind of got...
put in the retail's hand recently and now you're kind of seeing the implementation of like all this
coding and vibe coding i feel like that will start coming out probably this summer of everybody
kind of building right now using these tools and you'll start seeing the implementation and like
the products probably come out this summer from it it'll be faster and ever because this stuff is
and breakneck speed too so go ahead slime and then we'll move into macro and then get this uh i know
we kind of d-dive into a i i we rarely talk about yeah my bad i just wanted to drop one more
i think since i had a feeling you were going to change subjects um
There is this really cool thing you could do on Mid Journey.
I'm not sure if you guys are using it,
but you can basically put in a video,
snag the first frame of that video.
Let's say it's just a video of you hitting a golf ball.
Let's just say you snag the first frame of that video.
You re-texture it to let's just use Ghibli since everybody's using Ghibli.
And then you re-edit the video for that texture.
It'll grab that first frame and basically make the entire video in Ghibli style.
So yeah, I just wanted to say if you do have Mid-Journey, give that a shot.
It's really fun.
This is fun. It's always fun.
AI definitely. I even go and just prompt myself, I have fun doing it.
So definitely something to check out.
I'm glad that we talked about it a little bit.
And this is just probably going to take off during the summer.
So we're new. We're early to it.
All our probably grandparents and our friends are going to be talking about this
probably during the summer.
And we're going to be experts and probably already have our own vibe coding clinic going on that they can join.
Michael Saylor, we talked about this a while ago.
He has no children.
Right.
He has no wife.
What is he going to do with the micro strategy and this Bitcoin that he owns when he dies?
Like he's not passing it off.
And he came out and said he's burning that shit.
So everybody in the network that is much richer and more powerful forever.
And basically saying that he's burning his keys.
And that's what he's going to do when he dies, which love you, Michael Saylor.
Thanks for doing that, bro.
That was kind of my scare was this motherfucker was going to have someone take over and
they're going to sell the tokens because they don't believe as much as he did and it's going to drop the price
so he basically came out yesterday and confirms that he's burning over 17 000 bitcoin worth 1.5 billion
and he says that's my legacy so
Wow. What a commitment.
I mean, that's another thing, too.
Is it actually in Bitcoin, though?
I think that that's ultimately the question.
Because if he has it in strategy shares, I mean, the beneficiary couldn't liquidate that if he wanted to, right?
Like, there's no way.
So that's another thing, too.
It's one of those is this.
It is what it is, but it's in company shares.
So you really don't have that much Bitcoin sitting to be off of the market.
Because I think ultimately that's what makes the biggest difference.
Is this actual floating corn being removed?
Or is it just a representative of this much corn through micro strategy or through stock shares or whatever it may be?
I think 1.5 billion, I think that might be his.
You know, that's just my question.
Is it like, are we winning because you're actually burning 17 grand worth of corn like from circulation?
So it's no longer, you know, 21 million or anything like that.
And now it's.
That minus your shares or is it just the equivalent of that much Bitcoin is in a sense even then if they're actionable shares technically it's still off of the market. It's just not out of circulation, right? So I think that that's just I mean, we're not going to know, but that yeah, that was the only question that comes into my mind with that.
Yeah, I guess we have the next 20 years to badger him and see if this is what...
Like die already.
Yeah, fuck, dude.
Pump our bags.
I don't know if I would want to announce that, especially with all the robberies and stuff.
Like, is now he a target to, like, get assassinated because of the value of Bitcoin
would be higher if his shit got burnt?
Like, I don't know if I would put that out there.
I don't know.
But he probably has major, like, amounts of security and probably has, like, like, CIA level,
uh, like,
backing or bodyguards and shit.
I think the one thing that everybody's looking at,
and I really didn't think much of this,
but obviously the tariffs are a big deal.
And on April 2nd,
is basically a day that everybody's looking at now, and people are calling this 10 times bigger than
an FOMC meeting. So Trump has kind of been flip-flopping. He's been pretty bullish and hawkish
on this before the Fed meeting, saying that he's going to unleash fucking crazy-ass tariffs,
25% tariff on anybody buying oil from Venezuela, and then China buys fucking oil for Venezuela,
and they only got a 15% tax. And I think he was trying to make Jerome Powell cut
rate cuts, and then after he didn't, he's been a bit more, like, doveish.
He's kind of, I don't know, different.
Like, basically saying that he's going to do all this stuff on 25 countries on the second,
and then he's kind of backing off saying they could possibly be, you know, beneficial.
But I got this from Alex Kruger, kind of going over what his views on this April
2nd is going to be.
And Trump is calling this, like, Liberation Day.
So market crawls higher if headlines remain neutral to begin this week.
then freezes as we await for April 2nd,
which is a reciprocal tariff day announcement
for Trump called it Liberation Day.
On April 2nd, a similar to election night
is the biggest event of the year
in an order of magnitude,
10 times more important than an FOMC meeting,
which is a lot.
and anything can happen trump could go soft in which case markets could rally fast and furious
or could go halfway adding uncertainty on the timeline in which causes markets would take out a
stop of all longs and shorts or go all out in which case markets could easily crash another 10 to
15 percent fast and worst case scenario shit would hit the fan then tariffs could start
coming off as trump's negotiations hard in the following month in which
Case peak negativity would hit around two weeks of April, which could consolidate with U.S.
Tax Day.
U.S. economy is still strong, but highly likely to slow down to the tariff regardless of the path
Trump chooses, but every economist already expects a very sharp economic slowdown into the
year end, which means it's already largely priced in.
We'll share more thoughts through the update on the views around the tariff.
Basically, he's saying he's been pretty hawkish before and he's kind of, you know, leaning
off on April 2nd, if he kind of...
backs off, the market is already priced in, the tariffs himself. If he backs off, then people are
suspecting that we could, you know, pop off and the market could lead because the speculation is these
aren't going to be as bad as possible. Or you could double down on this and we can go a lot lower.
And I was kind of bringing up the rates of the rates lowering as a symptom of something's possibly
breaking in the economy. The rates lowering aren't, you know,
don't create a recession, but there are symptoms that there's something wrong. And we were kind of
talking yesterday of like, what do we think there's going to be the Black Swan event for this cycle?
And maybe these tariffs could be like the downturn and kind of create like a bearish scenario for us.
I don't actually know how this is going to happen. It seems like Trump is just kind of trying to
negotiate and doing the art of the deal. Maybe he backs off and he kind of seems like he's backed off the past few days.
I don't know.
April 2nd's a big day.
I'm not saying like...
I mean, that's kind of what he did the first time around, right?
Was throw out the tariffs thing and almost, I mean, the market reacted to it.
We got scared.
And then what was it?
Like a week?
Within a week or so, it got kicked down to April 2nd.
You know, almost as if like this is the impending doom play ball or I'll make this happen kind of thing.
But in my opinion, I agree with you.
It seems like we're just kicking this down the road, right?
Or kicking the can down the road for that.
I just wanted to make you guys aware that everybody's looking at this date.
And if you weren't aware and weren't looking at this date, you need to be looking at this date.
It might be smart to maybe stable up a percentage of portfolio the day before.
Just the case of the market takes a massive hit of him being hawkish on tariffs.
If he's a bit lenish and a bit flip-floppy on it, the market's going to take that and probably pump the market.
So I don't know.
It seems like it's priced in as it's going to be tariff day.
But if he shows any kind of flip-floppiness, I think the market will, you know,
pop off that. So we'll see. It's coming next week and you guys need to be aware of Liberation Day.
It's going to affect the markets big time. So, Steve, go ahead, man.
I'm going to talk about stuff. Taproot Wizards kind of at the Dutch auction. What's some stuff that you want to bring up to you, man?
Well, let's, uh, something that's going on in the space in terms of macro wise was the hyperliquid shit.
right uh just some some high level thoughts on that um if you guys have exposure to hyperliquid
just be on the lookout for just some fuck shit that's going around uh we talked about this the
first time this occurred probably two to three weeks ago uh i kind of broke down exactly
how this happened right because this is now the second instance
They open up a long or short and they double hedge on a second platform, remove the collateral, and then they basically defaulted on the loan, and hyperliquid themselves are forced to execute or action, whether take it the loss or whatever it may be, right?
Because there's no collateral there.
Well, same thing occurred earlier today with Jelly Jelly.
Right, Jelly Jelly is a token that came out, I would say, almost a month or two ago.
And it was supposed to be a social platform, you know, it's ups and downs, right?
You can definitely see it from the chart itself.
But new manipulation has occurred.
So pinned up to the top, this is the recent news, a massive whale with 124 million.
Jelly tokens equals roughly about $4.9 million was manipulating the price of jelly to make hyperliquid provider face a loss of 12 mil.
He first dumped jelly, crashing the price and leaving hyperliquid with a passive short position of $398 million, right?
Meaning that they owed $15 million jelly.
He then bought back the jelly, driving the price up, causing hyperliquid to actually suffer the loss.
Right?
So he sorted that.
Was the issue, right? Because they didn't have enough money to pay back people that were trading on the platform who had collateral exposed or liquid tied up in that trade when the price went down because he dumped it all.
And then once they didn't have that money, he went back and it's almost like he stopped lost both sides as an individual, right?
This is what market makers do to us.
But he did this to the platform itself.
So all the information is pinned up here.
It was a crazy, crazy short squeeze.
It was a crazy short squeeze.
Zach XPT has been following it for all morning long.
So you guys can check that out and see the addresses itself.
Some people are saying that you might as well or you might want to remove your money from hyperliquid,
at least for the time being.
Let the platform and chain itself figure it out, right?
Because they are at a current $12 million loss.
And this is the kind of stuff that even if they are solvent,
you know,
If people hear this and then I get scared and you get scared and we all go try to do what I'm saying, take our money off of the platform, they could actually potentially suffer a bank run and then we do have a black swan.
Right.
So that's why this stuff affects all of us, right?
Because it's them trying to crash a platform.
Well, ultimately that platform's TVL is higher than all of our wallets have been ever.
Right. And that is a black swan event that one individual wins and the whole space then suffers.
So not on top of people with drawing, you probably have people on other leverage platforms like Binance probably.
Yeah, hunting this.
Leverage on hunting it and like trying to create like a vulnerability or like a liquidation of it or insolvency.
So it's very predatory, right?
It's like we're trying to fuck you over.
And I don't know what happens.
Maybe this, you know, we'll talk about this tomorrow how the whole market collapsed off of hyperliquid being insolvent.
Oh, dude.
This is even wild.
So check this out.
I'm going to post all the information right now.
And, uh,
There's that.
There's a you can follow us the Zach XPT.
But Hyperliquid stepped in as a platform in a centralized entity,
and they forced close the jelly market position.
They overrode the Oracle price,
and instead of it being at 50 cents per,
they reset it back down to 0.0095,
and they made the attacker suffer a loss.
So, GGs for decentralization,
GGs on the attacker.
Okay.
Um, DGs, if you're in hyperliquid.
I mean, this is just one of those things that if they did it for you, uh, they can do it for me
and they can do it for the next man.
Ultimately not us.
We don't got enough money or influence like that.
But it's just one of those high level thoughts of if it's able to be done for one, it can be
done for others.
And, you know, it just takes them at a $12 million loss to step in and say,
no, we're not taking that.
You are.
Uh, and making that happen.
Bro, I've been so hesitant to touch hyperliquid.
I dabbled around in it like a couple of months ago.
Of course, the UI is phenomenal.
That's what they have going for it.
But then I looked into the team and realized that nobody really knows who they are except
the founder.
And nobody knows the devs.
Nobody knows the people that are backing this thing.
And one could say the same thing for juke, et cetera.
But.
These are platforms that don't allow illiquid chick poins to be listed on them like they do on hyperliquid, right?
Jup is safe because it's eat Bitcoin and Seoul.
So you can leverage trade there.
But bro, the fact that they're able to manipulate this jelly token that way makes me hyperbarish on hyperliquid.
It's an centralized entity now.
They promised decentralization.
But if it was actually decentralization, they would have to eat this bullet because technically what the guy did is,
Sort of fair play when you're messing with low-cap chitters. It's the way the cookie crumbles. Yeah, and if he had enough, then and that's the truth about it, if he had enough size, right, the four for basically five million dollars worth of the token, I mean, if he won clips the chart and what other world can you who do you complain to? I mean, if K money goes and won clips mob, who the fuck are you going to call?
Well, this guy just took 25%.
I mean, okay.
You knew the name of the game.
Just because it's been so long that you forgot that homie was sitting on a bag of that size,
just because the setting, you know, it looks different.
It doesn't mean that this isn't the same game we, quote, unquote, signed up for or chose to play years ago, right?
I'm not touching that dog shit.
And I would suggest everyone be very safe.
Mando was on Foroke's Mons this morning, like seriously advising people to get their funds off.
Well, dude, this just happened.
I mean, I didn't, the changing of the Oracle, right?
Just happened, yep.
Yeah, we originally, I was suggesting people to remove their funds just due to the fact of it can be a bank run and they could actually be solvent.
The fact that they, in a sense, changed the weight of more or less how to settle so they wouldn't take a loss.
I mean, that's just manipulation of the books.
And they could eat a $12 million
I'll shut up after this
I gotta get on train anyway
and I'll be back in 10 minutes
but they can fucking
I feel like Hyperliquid could eat
a $12 million loss
for the sake of decentralization
and keeping their narrative strong
they fucked up
I think it's
I think it might be
this might be dramatic
but I think it's capped
like I don't think people
are gonna fuck with it after this
They can cook it from the inside.
I'm logging right here.
I'm longing right here.
Hell yeah.
What are you longing on, finance?
Axiom.
Axiom is like a, that has hyperliquid trading on it.
So you can trade everything on axiom that you could trade in hyperliquid.
It is basically a phantom with leverage trading and they have a Twitter scraper all built in one thing.
That's what I've started leverage trade on.
So if you don't trust if you don't Trump hyperliquid I would get on axiom it's basically the same thing one second I got a fucking
Guy grabbing by me real quick
Go ahead Stom
Real quick you came up here
What up so
No, I heard you talking about fucking Mogg and how, you know, there was like a couple people who could one clip that shit on you, bro.
It's kind of crazy.
I'm like, I moved all my ETH bags into Pepe.
I feel like we're like too deep in the cycle to be betting on betas and shit.
Like, I got one homie who sold like 5 mil Mogg.
And like everyone else is in my DMs like.
Oh, fuck, I round-tripped.
Like, fuck.
Like, I literally have a homie in my DMs right now,
like complaining about how he round-tripped it.
And it's like, yeah, I'm just bullish pepper.
I saw a...
Nintendo.
Oh, you're bullish on it too.
The liquidity in Mogg is crazy, though.
It has $9 million in liquidity.
So it's like, yes, it's down to $221 million.
But that's a fucking healthy liquidity pool.
And I don't think anybody's even close.
I think Pepe's the closest to that liquidity pool.
Let me see what Pepe is at.
This is on fucking...
Far coin.
Farcoin has a big one?
This is on E.
I think Farkoines got 10.
Does it?
Oh, you're talking about the E.
Yeah, yeah, yeah.
I know it's the largest on Seoul when it comes to the bean coins.
Let me see.
It has 16 million.
That's good, dude.
So like,
Far coin or Mog?
Farquine has 16 million.
Holy shit.
So, like, when you have liquidity, that means that it takes less and less money to affect the chart if you do have a lot of a big bag.
So I think that's the more important thing.
This is probably bad that you bought it like a two or three billion in Mog.
But I think if you're buying here.
I still think it could recover.
I don't know, man.
No, it's a great play.
It's a, it's a play.
You know, I just, like I said,
I feel like we're getting close to the end of this cycle.
And like,
I'm not saying we're at the end, right?
But like,
we're getting closer to the end and um yeah i'm i'm not betting on bettas because like i just
i know that pepe is gonna outperform right so like in my opinion pepe probably outperforms
eth so personally i fucking i sold everything into pepe
all my NFTs on ETH, all my fucking ticker Bitcoin, MOG, SPX, fucking I had a, what's the little dwarf, the little blue guy, whatever.
I put everything into Pepe.
So like that's just- Well, it's up 10% today.
It's probably you're the reason why it's up 10%.
No, no, I did this.
I did this a while ago.
But good luck. That was a good play because I was looking at the like what's the top movers today and it was flokey and it was Pepe. It was some meme coins. So smart. You're up 10% and we'll see where it goes. We did have taproot Wizards mint yesterday. They're having a Dutch auction for the last 90 of them. I don't know, man. AXBT went on and did it put a poll. Do we think it's under mint on Friday or over mint on Friday? I don't know.
i don't know i don't see a lot of enthusiasm i don't see a lot of people buying on secondary 17 000
is a lot of money dude so i don't i don't know if people have enough money even buy secondary
is this going to be a race for an exit it's not open for trading oh well you probably knew that but
yeah it's not over for trading yet but yeah when it does it'll be interesting to see if people
are okay with just picking up random floors right and there's that demand for that or if it's just the grail
of selling what I got, picking up one to Volt, and that I like, and just being satisfied that way, right?
You mean, look at the poll up top, below 0.15, 66%, above 0.3, 34%.
So the timeline, what is wrong all the time, obviously, is saying that's going to be below 66%, it's going to be below 0.15.
I don't know. I do not know. I do not know. I do think the Dutch officer saw out.
I mean, did you want one when you were saying people pull and...
Did I want one when I saw him being pulled?
I've always wanted one.
I just don't have the money.
I don't have $17,000 to buy one.
Yeah.
Did you want one?
Am I rugging?
Are you rugging?
It's usually me.
I hear you, Expresso.
I don't hear Chief.
Yeah, Chiefs for Rogen.
Yeah, I've seen a crazy list, bro.
It was like 25 ordinals you can buy for the price of one.
And it was like literally like all the...
Every single one?
Yeah.
Fuck, I don't know.
Who knows?
Mike Prant.
I think with ordnals, you need like a...
I think that's what Taproot Wizards are going to basically ultimately be.
It's kind of the luxury item of like it's not...
accessible to retail. Like all this other shit is below 5 to 10K, which anybody can get if they want, right?
Like in Web 3, pretty sure you got 5 to 10K. If you wanted a Bitcoin puppet, Node Monkey,
O&B, you can afford it. I do think this one will be out of price range for everyone for
eternity. Like I can't see any getting below 12 to 13K. And that's a lot of money to people.
So it's kind of be one of those ones on from the start. It's fucking, it's hard to get in and it's hard to get
get access to it and then been hinting at
fucking allocations for tokens and shit.
So obviously, if Udi was smart,
If it's true or not true, just use it as a marketing and speculation to keep driving the price up.
And I do really do believe that the VCs that they've been taking money from, there is going to be some kind of advancement on the Bitcoin ecosystem.
And there will be some kind of token in the future.
So that will probably drive with the price.
I was literally talking, like full-blown talking.
And then I looked down and my phone, like Twitter was gone.
It's like the app shut off and everything was like completely done.
Because I was like, damn, no one said anything.
Yeah.
Did you have any FOMO?
I guess that that was, I don't know if you even heard that question that I asked, but like, you seeing them on the timeline, you seeing people kind of just excited about pools itself.
I mean, I could say that I had FOMO for the NFT side.
Like, I haven't had a good fight.
Like, I'm super excited for Teddy's and just, I think I'd be excited for any fucking NFT, honestly, right now.
I miss, you know, risking it and not getting a rare ever and shit like that, like.
that's fun sitting around and so i think that i had fomo for that the i want to participate i want
to be on the timeline showing off my pools having fun but i don't think i can specifically say
was necessarily for the acid itself like for a wizard
I think that they look good, the ones that look good, I think that the ones that don't look pretty florie, in my opinion.
But then again, it's not necessarily always about the art, right?
That's just, it's always subjective.
So, yeah, I can definitely say I felt fomo for the NFT experience.
but not necessarily specifically for wizards and fs you know well we don't know what the floor
prices so I think that creates the FOMO like oh I spent $17,000 and I could sell it for $40,000
now I'm feeling FOMO I'm kind of at the point of like how dare you not put me on the white
list and how dare you know like what was the Udi said he's got a text message from someone's like
how dare you make it 17k and how dare you not include me in the white list in the same fucking in the same week
I'm kind of the same way.
Like, I don't have $17,000 to mint.
I'm just mad I wasn't put on the white list.
So even though I couldn't fucking admit.
So I was like, I'm that part.
I do think I will have FOMO.
I was having FOMO.
I like them.
I think they look good.
They look good as PFPs.
I do think they'll be above floor price.
And I guess I'm fomowing at like missing an opportunity that a lot of people got.
So that was the FOMO.
And I do think they'll do well.
But I don't have that much money to actually spend on NFT.
And last time I did that, it wasn't a great investment for me in the long term.
We'll see. We'll see how it goes. Did you see this? I didn't know if you knew anything about this. Lifeo FIFO brought this up of
Seems everyone missed the new parent slash child description pair from Rodomore about eight weeks ago.
It remind me the inputs of the generate art engine and people are saying that looks a lot like an eight ball.
So people are like, is this supposed to be an eight ball? Is Casey Rodhamore the Rune dev?
I don't know if you saw this.
I just saw LIFO talking about it.
Yeah, I saw them posting or literally today I have it in my bookmarks to talk about it.
The speculation that, yeah, people are, hey, maybe that is the Rune Dev.
Since we're just finishing up talking about wizards and just on this subject,
a lot of people were posting a little screenshot of the IP and just...
the licensing behind the wizard itself, the character, right?
We all know, we've shared, we've talked about it here, you've heard it on the timeline,
Maven's Bot is the creator of the one, the wizard that we know, right?
The wizard that was made into, and placed on a form, and then ultimately him, Udi, inscribed
it together online, et cetera.
There's lore there, right?
But it is licensed out.
to the Taproot Wizards.
So it makes sense that someone who is using someone else's license
has no right to give you.
No matter how much you pay me,
if I'm using Disney's Mickey Mouse,
I can't say you can use Mickey Mouse.
Right? I mean, that's, it doesn't matter.
What's what these Bitcoin wizards that are out on the fucking timeline look exactly like TapperW wizards.
Those are from him. Those are, those are Maven's bot. That's the difference. Those are actually his. So he can go and make a derivative or make copies of his collection or do whatever he wants over and over.
You know, and technically you can't get mad. And so that's just the whole thing. And I posted that up top. It's, you know, the actual Bitcoin Wizard.
page and everyone talking about it right so to be clear maven's bot is the creator of the
official bitcoin wizard meme and owns the IP rights to that image
Bitcoin Wizardry is the official account to the Bitcoin meme.
The account that's posting this, right, is the official Twitter.
Taproot Wizards is a collection inspired by the Bitcoin meme.
And in agreement with Maven's Bot, the creator, they were allowed to license and then sell assets, etc.
Right?
I mean, from what we know, we know that Maven's Bot and his community was taken care of at least...
with assets and stuff like that and i'm pretty sure there's money and other deals in the
background that we have no idea and it's has nothing to do with us right it's literally licensing and
and deals so
That's the answer for everyone posting that, oh, you can't use your wizard on a shirt.
You know, why did I pay $17K and not be able to use it?
And, yeah, so if you really wanted to do an IP version of a wizard or anything like that,
you can literally go by Maven's bought version of it, and that probably comes with licensing.
So just that's the biggest thing.
It was going on on the timeline, and they actually came out and made an official statement just to clear it up.
Taproot Wizards couldn't give you those rights if they wanted to.
That's why they had to put that disclaimer.
I've always thought this conversation was so dumb because, like, if you want to put your taproot wizard on a shirt, go fucking do it.
I want to see Udi's try to sue you.
Like, you think, like, you're going to really sue somebody for selling five shirts of their fucking...
wizard like i think there's typically isn't there some kind of amount that you can't go over
like it's like yeah it's based off of the threshold but then again it's it's one of those if
they hit those thresholds and you don't do anything then you automatically are fucked
Like, you, that's, that's another thing, too. Like, if I use the expresso IP and I go over, let's just say the $100 limit and you don't DCMA me, then that means that anyone can use the espresso IP and this and that. And then it just kind of invalidates it all.
And then Kevin Rose does CCO for Moonbirds and everybody flips their fucking lid. So it's just like, you can't win in this fucking space. Like, how many people gave shit?
to Kevin Rose for CCNO and moodbirds.
Anybody can use the IP to do whatever they want.
Everybody flip the fuck out.
And that was like, oh, we want IP.
The fuck off.
You guys are just ungraced.
Yeah, that guy got fucked, bro.
The guy that had the deal for his glitch bird.
And then the morning he was going to sign the deal.
They dropped that.
Like, what are the chances?
You were one step away from like being scot-free, riding into the sunset,
being like, yo, that's your problem.
We got literal paperwork.
Right.
And then on the morning of his signature, bro, Kevin Rose comes out and just none for you.
I think what they learned.
What they learned here.
None for you.
Kevin Rose came out like two or three months after the collection was and said that.
So people were creating IP deals and it fucked over.
But I think what Taproot Wizard learned from this is bring this out and make sure everybody knows this before the mint.
So there isn't any confusion.
So I think they did a good job and learned from Kevin Rose's lesson of kind of flip-flopping like two or three months after everybody.
I had IP deals, so.
I'm just saying, imagine, bro,
imagine fucking Trill or somebody
goes and makes a shirt,
and it sells 100 copies
and Udi tries to sue him.
Like, how gay would that look for them?
So gay, dude.
It would never happen.
I think it's more of just like, don't fucking create a coffee company and make millions of dollars off her brand.
Like, I think it's always like, if you want to make t-shirts and shit, I don't think he's going to have a problem.
But he doesn't want you building some kind of weed farm and making billions of dollars off of in heaven teproot wizard on the side.
I think that that actually ain't that bad.
I mean, all the apes that got their IP rights, I mean, I ain't shit come from that besides more monkeys.
And I mean, like, we got three years of nothing.
You know.
Yeah, go ahead.
No, my bad.
I thought you were done.
What's funny about that is, bro, that you know, like,
you can go to different weed shops and, like, different people,
and you will see apes that you recognize on weed cartons
or whatever the fuck you want to call it that they never signed up for.
Like, the IP conversation is just so dumb.
Like, nobody gives a fuck.
And, like, Yuga is not actively searching throughout the cities in America
for who's selling weed with...
a fucking ape on it like it's just it's so dumb like just be undercover with it and if it's
distasteful you better believe udi's probably going to come after you but ultimate's free marketing
so if it's tasteful i doubt that he goes after you right like but if you're doing like putting
like taproot wizards on unfavorable stuff like that involve like hurting children or shit like
are you just give it away for free yeah just don't let don't post on the timeline he's never
gonna fucking know like the dudes on in his own world
So you can literally just give it away for free and you're not selling anything.
So it's like, then now what?
Yeah.
I pinned up the mint schedule.
Suckers, eight blabblee on Sonic.
I don't know much about it.
OKD, which is a gambler and the team, part of the TD community is watching this today.
Give me kind of like...
jibly studio vibes with kick paul beast i don't know i mean cute pfps on salana what was this the progression of
is this the pooks community evolved or it's just uh comes from people from that community
i think it comes from that community i'll kind of read the description maybe they'll give us a hand on what
this is so cute cool pfps on salana in my opinion looks like a two-d version of a kid called beast
that's what i just said the art is colorful and nice however there is no information about utility
that I know of.
Tell me below what they are building for now.
I assume that they are building a brand purely on art and vibes.
They are very active and made tons of honorary PFPs to KOLs,
which is very cool way of marketing.
However, it's an inefficient if the mid price is not justified.
This is one of the more expensive and will be minted on a chain
where meme coins are thriving, not in a T's prediction is break even our cut loss.
We also have drop three.
Vex on ape, curated cards on base, Sir Pira, NFTs on Solana.
Is that the same one, dude?
I thought we already went through that.
And then Tiny Trump on Solana.
So that's what's going on today.
The interesting part about that is like what utility and what they're building, right?
And I saw that debate on the timeline.
Right.
It's been going on a lot, right? Obviously, ponds kind of throwing and jabbing and then just other quote-unquote builders and just the, I would say, the irrational expectations that crypto Twitter has.
right because on one side you got someone saying oh you know you need more than a million dollars to go retire
you can't do that a million dollars ain't shit uh you you know it's not going to make it keep grinding
until you have at least five to ten mill or whatever it is and then you can successfully retire
And then you got a team and a brand coming out and just trying to raise a million dollars to push a project, an IP, a vision, a goal, whatever the fuck it is, forward.
And then it's like, no, no, no, all eight of y'all splitting the million dollars?
Nah, we can't do that.
That's too much money for the whole team.
you know what i'm saying i know none of y'all can survive off the one million alone you need 10
but when it's one million for eight of y'all to push a vision forward uh then that's too much money
to give you guys i'm down with giving you guys 200k and y'all figuring it out right so it's just
the unrealistic expectation of one million's not a lot of money
when you're on the timeline or talking about, hey, retire, this, and that.
But yet, one million is a lot of money when we're giving it to teams and for raises and for actual visions,
white papers, et cetera, right?
So just the duality of it.
Ultimately, I do think we need to be pickier and inspect white papers and see vision.
But at the end of the day, like funding a vision, right?
I mean, that's what we're here for.
It's either you're investing in visions or you're speculating in them or you're creating them.
I mean, I don't think that there's any other spot to be in.
It's either you're investing in someone else's, creating your own, right, or speculating on the possibility of a new vision coming up.
So if that's not you, if you don't want to deploy capital in any of those ways, then this is not the market.
Because, I mean, I think it's kind of foolish that we're getting mad, right, over raises and teams versus, yo, just don't spend the money if you don't got it, bro.
Or if you don't want to or if you think it's a griff.
Like, I don't know.
I saw a lot of this going on.
It's always been about if the people can flip it.
So no one gives a fuck about the mint price as long as they could flip it for a 2x and make profit on it.
So if Tapper Wizard charged it $100,000 and you could say that it goes to $150,000, no one would have a problem with it.
If it's $44 and you mint it and it goes to $38, everybody's going to be pissed off about it.
So it's all about like, does it have enough hype?
Attention is basically...
all that matters in this space.
It's cloud driven.
It's speculation driven.
It's money driven.
We basically come up with these narratives and these marketing pitches to create a
mints out, but all it comes down to is like, is this going to be football or not?
And if it is, it's great.
And if it can maintain floor price, there needs to be more to it.
There needs to be speculation of free things, our tokens.
And that's how NFTs work, dude.
They just pump when there's free stuff coming along and they pump in the very first few days
because that's when most of the marketing's coming out.
I don't know.
But I think that that's a certain class of NFTs.
I mean, if I go and obviously a steak from Applebee's will fill me up, but going to Ruth Chris, I'm going for a specific reason, right?
I mean, it's not to get full.
like let's let's be honest i'm not going to get full because i could go to apple bees and eat
a million steaks or i could go to a brazilian steakhouse and go and pay a fraction of the costs
so ideally you're not just doing it to get full getting full is a byproduct of spending the money
right and so you're doing it as a status of i eat at ruth chris
or the same way that you're getting the two for 20 at Chili's, I'm sitting here spending a thousand dollars on a T-mo.
Right?
So I think that we can't remove that underlying factor that to a certain extent, yes, a lot of or the vast majority are the speculators and the what's next.
But there is a small subset of people who are, I do this because I can and I just want you to know that I can.
And that's ideally how in luxury collectibles or in specific markets, that's how things are.
I mean, once again, people don't buy Rolex just to tell the time.
They buy Rolexes to tell you how much their time is worth.
Right? I mean, if I got a $50, $100,000 piece on my arm, we're now sitting here that that's what I think my time is worth versus you with the time X, I'm saying, yo, it's two.
Yeah, I know it's two.
But every time I look down, I say, yo, I did X, Y, Z or I worked or I, whatever it may be, that adds value to the basic denominator of time.
So, ultimately, I think that we can't remove the value that people place on things, right, because of the intrinsic value.
And that's just what moves markets.
is human emotion and human value?
Well,
community and pictures aren't moving markets anymore.
It's speculation of things coming after the tokens or the NFTs launched.
So we all thought fucking NFTs were Ruth Chris in 2021.
Now we're all here and we,
the magic trick doesn't work.
And basically all NFTs are chili stakes.
And you can.
convince me that it's Ruth Chris,
but the only way you can convince me is if you're giving me free steak,
and that's the only way I'm going to Ruth Chris
is if you're giving me free shit.
Yeah, I would lean a little bit more with Chief over here.
Like, I think there's, like, these D-Gen mince that, like you said,
people don't really care.
They just want, like, the flip...
You know, everybody wants, like, the flip for the most part, you know, or just feel that they're unprofitable.
A lot of people want to hold anyways, but, and even if they don't sell for two years and then take a loss, they want to see on paper that they're profitable.
Nobody likes to, like, look and say, like, I'm technically underwater.
So there is that.
But there's not, like, every collection that...
would garner the interest of somebody that maybe doesn't even participate in ordinals.
And, you know, whether that's, you know, a group like Flamingo Dow, whether that's like somebody that, you know, does a lot of crypto stuff, but just like picks up like a punk because they can or a Fadenza because they can.
So I don't know.
It'll be interesting to play out.
So I think it's hard to say that all of them.
deal with like those kind of pontification like there's definitely like maybe a middle tier where
like a community will rally around it and whether that's like a meme or whether that's like a
cultural thing and then if there's something else like it'll boost on catalyst but i think
certain things just have a cultural relevance that people want to speculate on that cultural relevance
Enduring that.
Punks are the easiest thing to say to that.
I mean, punks are something that people literally just spend the money because they can.
There is no, oh, you own a punk?
Here's some extra whitelist for you for the next.
Like, maybe if you flexed your punk, you could get the white list.
Like, don't get it twisted.
It is an access card, but it's not one that people are buying the access card to hope
and pray some random gives me a white list for my punk.
No, I'm spending the money because I got the money.
The same way that you rock a $10 PFP, I want to show you I can afford $150,000 one for me.
I enjoy looking at it or whatever it may be, right?
It's a symbol of my hard work.
So, I don't know. I think that level of collectible, we don't have many. And so you're
Ritex. Like, I think it's punks and maybe a few others, like the high-end art shit, Fidenza's, ringers,
you know, stuff like that, autoglyphs. But, dude, people are buying and spending that bread
because they can and they want to. And it's to them a reward for them earning the bread.
Yeah, I mean, we got flame up here. We got English up here. I want to get to you guys.
I mean, these are people, the two projects we're talking about right now.
OK, D, you know, obviously gambler's part of it.
I wish him the best.
We're not trying to say anything.
Obviously, we're hoping that they mint out and successful and everything
their building comes fruition.
We also got Bitcoin Eternals, which is polymath and good things.
And I think English is working on the collapse side.
They announced their...
their mint is gonna be on the fourth of April.
Their price is gonna be 0.004 for Bitcoin.
They're gonna have a chosen list,
which is guaranteed they get three minutes.
They get VIP is before public.
They get two minutes and they have full public,
which is one mint.
I think 0.004 is around 300 to $400.
So everybody's gonna have the same discussion about this.
Like is this worth it, this and that?
How much money are taken out of the ecosystem?
Blah, blah, blah, blah.
But ultimately, like I said,
we hope these people are successful.
People are gonna comment on everything in the space.
I want people that are here that are consistent.
that show up every day to have money to do whatever they want or build their project like i'm not
here the pocket watch so everybody's going to have their say everybody's going to fund on the timeline
to get better entries but these two projects i hope are successful these are my friends and whatever
the mint prices i'm going to be there minting and try to support them and hopefully they spend that
money in a responsible way so yeah that's happening on the fourth and uh we'll see how that goes dude
yeah just just quickly on on on
Before we move on from the taproot wither thing,
like me,
the way that I look at it,
because I try to assess everything.
Like, anytime something mince out,
especially in ordinals gives me like a better,
like feeling of this.
Like I stand back and like,
I realize that like the value when you,
put it in floor price is not going to be the same for taproot wizards as it was six months ago or a year ago and all that
so i try to assess things and like i try to this but like this is the way i see it you know and i could
be mistaken maybe my ago but i see nothing but taproot wizards on my timeline like i'm sure like
mine's even a little bit biased but i go and i ask my friends and i'm like that are not even
ordinal participants i'm like is it just my alga they're like no that's all i see and then i go to spaces
and i either hear
people like talking about it, questioning it, hating on it.
Like, it's something that obviously they can't ignore.
Like, even the people that, like, hate it can't have an opinion on it.
And like, to me, that's generally bullish.
And then, like, you said, Express.
So you have a poll where crypto Twitter believes one thing.
Like, that's, like, the easiest thing to inverse.
So, like, I don't know, man.
Crypto Twitter's poor right now.
People on spaces don't have money.
So you can, like, people on your timeline.
And yes, I do think it's part of your algorithm.
But.
The reason why you're not seen on space on the timeline, because nobody on the timeline in spaces has money to buy a tapper wizard or had the privilege to mint it.
So I'm just saying everybody's talking about it.
Every, every spaces that I've been to, like everything on the, you know, it just seems that like, I don't know, when something garners a lot of attention, it usually in my mind signals that it's.
I'm generally bullish dude.
Like that's just the way I look at it.
You know, obviously I'm biased, heavily biased.
But that's kind of I tried to step back as much as possible.
Maybe that's not 100% possible.
And so I'm blinded a little bit like that.
But I'm also in the Discord.
I see the people opening and tickets, like asking this and I miss this.
And can I please like...
Give you my money type thing you know like please please take my money and so like I don't know I'm biased but and maybe I'm completely wrong you know like that always happens you know
Where you know timeline's always wrong bro timeline's always wrong. So I think that you're in the background. You're looking at the tickets. You're seeing the real engagement. What we're seeing is kind of a fabricated
thing because 99% of the people in the timeline don't have it, so they're just going to
fud it because they have no...
Well, that's my point.
When they fud it, to me, like, there's a lot of projects they don't fud.
You know what I mean?
But, like, they took the time out of their day to fud it.
Like, that literally tells me, like, wow, like, something special might happen, you know,
in terms of people's expectations.
Well, and when it comes to fud English, like, let's talk about why people shouldn't fud them,
right?
Like...
How much money has Udi raised for the Taproot Wizards entity?
What future plans to Tap Route Wizards have?
And what benefit is this going to be to people who show up to IRL events and that kind of stuff?
I mean, you could fund the crap out of these things.
But if there's intrinsic value that's embedded in these,
it's really just a matter whether or not you wanted to spend the money to get one.
And it is a lot of NB on the timeline.
You'll see that with all these expensive mints.
You know, people are going to fund them just because they had a high price tag.
And it kind of comes back to like, look at Bitcoin Internals too.
You know, they kept the price quiet until yesterday.
And they've been getting harassed even before they told people how much they were going to cost.
You know, somebody porn spammed their Twitter space.
So they lost access to their Bitcoin Eternal's Twitter account, which was pretty messed up.
And then you have people like Bugsy just like losing his mind on them yesterday on the timeline.
And it's just like, but who are these guys, right?
Like what kind of social currency to do good things in polymath have in this space?
Are they good actors? Are they bad actors?
Like, I challenge anybody who knows either one of these guys well to tell me that either one of them is up to any kind of grifty behavior.
I think it all kind of just boils,
it all kind of circles back to what Expresso was saying.
It's like, we want people to make money in this space,
but we also want you to do whatever it is that you want with this money.
My only disappointment in all this is the story that I heard from this guy
we'll call him fire, who may have minted a couple wizards yesterday and pulled two commons.
I feel for that guy. But at the same time, he chose to spend the money and he should be happy
that he was able to get two wizards, you know, whether he had to sell organs to get him or not,
because ultimately he's probably going to be able to sell one and ride for free. So, you know,
it's really all about your, you know, what it is that you want to do with your money. Like, that's personal.
People can get public about it all they want, but at some point it's just noise, right?
And you have to have conviction in the choices that you make.
Well, I'll say this, that like I think just certain people just, I mean, maybe they just want to fud for fun.
Maybe they want to, you know, they have a personal vendetta, whether it's against Oudy, whether it's against Polymath, or whether it's against the next project's founder.
That's possible, too.
But I think...
I think there's just been a paradigm shift in how we understand NFTs and communities.
So, like, there was a time where, like, nobody knew where NFTs were going to go.
So, like, literally there was, like, 10 minutes a day.
All of them went to, like, one-eath from, like, a 0.1 mint.
and people were promising we're going to do X, Y, and Z.
So like, people couldn't decipher like what was good, what was bad, like all this other stuff.
So like people were like, let's mint everything.
And then there was a group that were like, hey, no, what are you going to use this funds?
Let's figure this out, whatever.
And so maybe it made sense about like your raise and all this other stuff.
I'm pretty sure that the market's figured out like what is the value proposition of an
NFT or a JPEG community.
And I won't get into the intricacies, but like in real life events, you know, networking within
the stuff, maybe being targeted for air drops.
And that's really it, right?
And then so like somebody puts the time in to make a collection.
They've probably worked in the industry in some capacity,
whether working for another company,
doing spaces, going in real life networking.
And then they want to produce a product.
And people already know what are the realistic expectations.
And they're like based on my time, energy,
you know, networking that I've done in this industry value that I think, this is what I think
it's valued at. And like, you want to buy it, like, cool. And if you don't want to buy it,
like, that's really cool too. Like, the market will tell you, if it doesn't sell out,
you probably priced it too high. And if...
it gets bought it you probably gave it away for free and that's just kind of where we're at like
it's not like you're just putting some random stuff together on aetherium and created out of nowhere
um you know you had to pay to inscribe this stuff you had to do all this so like i don't know it's
just like a whole different mindset so like i think people just
maybe they're not really that well versed in the industry.
Maybe they just jump on the timeline and just say random crazy things.
But it's like they're just regurgitating what was said like two years ago in
NFT culture.
Like, oh, where are the mint funds going?
Like, do you want them to say like, we're building you a metaverse and the AAA game?
And now you're going to be like, all right, cool.
I appreciate that.
Like, I don't know.
A combination of all of it, English, right?
I mean, dude, I knocked doors for most of my life.
You learn a very simple thing in sales.
Right.
There's only two reasons why people buy from you.
It's either they like you or it makes sense.
That's it.
This cuts down to two reasons.
That is literally it for every single industry.
It's either I fuck with English and I'm willing to then not care if it makes sense and not care and then I'm going to just give English some bread or to a certain sliver in my mind.
You got to be accountable.
You got to hold yourself accountable to this.
For some reason at some time it made sense.
And I don't care if I don't like English.
I don't care if I don't like Udi.
I don't care nothing.
To me, I made the decision of, yo, this makes sense for me.
I think I can make money.
You have to have the self-accountability of at one point,
it shifted from this being about me doing something for Udi to this sounds like good for me.
And then that's it.
And you fade the decision of what you made.
Yo, I can't follow English anymore no matter how much I like him as a person because he's cost me money.
Cool.
Make that decision going forward.
Yo, I got to reassess what sounds good to me because clearly I'm picking things that sound good and to me are no-brainers, but they're not.
I'm losing money.
So I need to go sharpen my skills and figure out what I need to learn to make better decisions going forward.
But ultimately, it still comes back down to you.
Right? The decision you made came from two choices. Either you fucked with the people doing it or it made sense to some capacity. And then you just got to be responsible for wherever you land on that scale. Totally. And you can have nuanced relationships or nuanced opinions about, you know, founders and stuff like that too. It doesn't all have to be super black and white. Like...
I like Udi. I don't care for some of the trolling that he's been doing on the timeline.
Like, I think some of it's been tasteful.
But I can have that opinion about some of the things he says and still believe in him as a founder and not like dislike him.
You know, like one thing I like about this space is that we've really tried to push away from this cancel culture mentality where it's like you can have opinions about people, but you don't have to write them off completely just because they say something you don't like.
You know? And if you really have a problem with something, you should probably say it to their face anyway.
But like, you, what I'm trying to say is, you know, wherever you're putting your money, just make sure that you're putting it there for a good reason.
Like, you know, because the casino is just going to take it from you, you know, like, or you'll round trip it because you think, you know, you're smoking so much opium that you think it's going to go to Valhalla, like 2% of the stuff that we've seen come through the space so far.
Yeah, I mean, I think these are all really great takes. I do think the wizard price point was super, super high. But when you look at how many people have bought them so far, and 95% of those sold pre-auction, there's a lot of conviction there. So it definitely makes me feel a lot better for this fire guy, you know, who bought two wizards that it's going to work out for him.
100% and just know the easiest thing to do in this space is fud distribution like that's what everybody does
it's smooth brain everybody has an opinion just like everybody has a bobble everybody's like i want
wireless i want pre-sail oh this isn't mincing out so everybody's going to have an opinion on everything
in this space especially when it comes into t mits even final boosu's having problems the founders
there saying we're here building people want the fucking white list results
So it's like you can't win in this space and everybody's gonna have an opinion.
You got Moto up here and then we had Jit come up here.
I want to throw it to both of them and then we'll get moving on with the Alpha.
So go ahead, Modo. What's up brother?
Good morning guys, good morning.
Today, Thursday, four.
On the topic of the Taput Resards, I mean, I think they're gonna do well.
I think we're gonna see on the auction date what people are willing to pay for them that didn't have the white list.
So that's coming soon.
The only thing that I could say maybe is like this fire guy or whatever who has two.
And then there's like I saw Illa has five and like let's say the people that got to mint multiple and have the mentality of like, okay, I'll flip one.
Hold on, hold on.
I'm sorry to interrupt you.
But just I want to make something clear.
So like that five like of the rarest wizards.
Like Richard that has like Satflow and did the Bitcoin punks,
he's the first one that made that as a joke.
And everybody's been using that as a joke.
I've had like open tickets like,
hey, like I think it's disgusting that the team
gave like KOLs like the five rarest kind of thing.
So like I don't know if you said that half joking
or you were serious, but I just wanna take the opportunity.
It's copy pasta.
Like nobody got extra mince because they're, or KOL.
Nobody got a mint because they were a KOL.
Like period.
Like they might have got an honorary
which is cool for them.
It's like maybe you should be like Illa or like Gordon or like Kobe
and maybe some other collection will make you an honorary.
Like that's one thing.
I was gifted mine.
Like I was in the Discord from like day one
and like did their Twitter spaces.
And then like they asked me to be a mod
and then you know other stuff and they're like cool.
Like you get one.
Like so certain people have put in like the work
do that. And then there was like the white list and the thing. So like nobody was like,
hey, like can you shil for us? Here's like a wizard. And then on top of that, you can mint like
five of the rarest one. So like I thought that was obvious, but apparently it's not. So I just
wanted to take a moment to say that. Yeah, it actually wasn't obvious that I didn't. Yeah, I got
I saw there was one rare one. Yeah, I got fooled by that. I mean, but anyways, so I guess my
my current topic is a little irrelevant. But I was going to say is,
If people have multiple or they got access to mince two, even though it might have been deserved because they've been a member of the community since day one, I'm not in no way shape or form footing any of that.
What I'm trying to say is that the amount of thousands.
There you go, Mato.
My bad.
You point out there for a second.
Sorry, bro.
So let's say someone has like one at 17K or two at 35K, etc., etc.
Right.
and we go into some, like, you know, little times of uncertainty with the market, whatever.
Unless that 17,000 is a small percent of what you're actually worth,
then some people might have trouble holding on to it because they'll be like,
okay, well, I just went all in on the Stapu wizard.
expecting it to maybe 2x or whatnot and now it's kind of stagnant because the market conditions.
At the end of the day, it's a collectible good.
I do see it as like the equivalent of like a, you know, a crypto punk or whatnot.
But I just think...
I just think the people who have multiple are going to want to sell one.
And in times of uncertainty, when you have such a big barrier of entry,
it could be a little worrisome for those who have shaky hands.
So that's all I just want to say.
Yeah, for sure.
And also, just last.
Well, just quickly, say, go ahead, go ahead.
Just quickly, yeah.
So I'll give you, like, everything's been posted in real time.
Like, everybody who got a free wizard, like, got one, like, two years ago, right?
And then, like, there was another one, like, a year ago.
So, like, that's been fully disclosed.
It's just like there's a lot of people that just haven't seen what's been happening.
And now it's on their timeline.
And now they want to talk about it.
So, like, everything's been there.
Like, even the spaces that I did...
with them like a couple weeks ago or a week ago,
we talked about like how many would be available.
So like everybody knew there would be like 1,750.
And they're like, well, what about the other ones where like it's a 2121 collection, 2,121.
Out of those, only 2085 are non-honorary.
Some of the honoreys haven't even been made, but they know that they'll make it for other people.
So that's 20,085 normal wizards.
And then some of them were given away for free.
There's 200 in the treasury, so there's 1750.
About 850 of them were entangled people, so they get it at 0.1.
And then the rest was all the graduate white lists.
And that's it.
There was no more.
There was nothing else.
There was nothing given.
Right.
And that's just the facts of it, right?
In real time, that's always been disclosed.
Like, oh, Violetto won because of this.
You know, this person won because they were, you know, replied to my tweet for a year.
And they won, right?
Like, during the time, it was like, hey, if you have the best cost to matter our event.
And, like, that was announced, like, hey, Mizzyk won all that.
So it's all been pretty clear.
And, like, really, anybody that's followed it, it's really the people who have come after the fact
and really didn't even care about Tapperoo Wizards for two years that...
kind of look at it and maybe say hey like how about this how about that so
that's that's one thing um and then yeah i i'm sure it's it's a lot of people are hurting
people put money and mean coins people are like hey like i can make money off of this and i
really can't afford to be and i think that happens anywhere but i would say the counter take to
that is there's a lot of people on the sidelines
that have money and are like waiting for those people that hear exactly what you're saying
about these people and they're like i can't wait for to give this guy a profit of two three five
eight thousand dollars so i can just have his wizard and yeah flame i'll buy your wizard or
fire i'll buy your wizard for like nine bands bro i mean if you want nine bands right now i do
nine right well
Well, I'll reach out to the guy and let him know.
You know, and in all fairness, since I'm talking about him on recorded space,
he may have teamed up with somebody else to entangle a cat and split the cost of these things
to be prudent about this because it's a seriously risk-on situation, no matter how much you believe
in these.
So, you know, a lot of people, and a lot of people, I think, you know, fall into the category
of what Modo is saying.
they have probably limited means versus extravagant means.
So don't go hunting for fire, hoping you're going to jump him and make a bunch of money because you won't.
You'll just get to kick his ass, really, for fun.
But you're not going to make any money off of it.
You know, a lot of people that are doing this with limited means and it may, you know, become a beneficial situation for people who are looking to buy if they get desperate and they have to sell these things to recoup.
But, you know, I personally am bullish on any team that has gone this far.
gone to these links to try to do as much for Bitcoin as they have and are this bullish on trying to improve the network and really just are so deeply embedded in the infrastructure of Bitcoin itself, the mother chain.
So I think that's where the conviction is for me. I still think the price was incredibly high, right? But I do believe that if anybody can make it worth it, it's this team.
Yeah, you know, I'll just say one more thing about like the price.
Like so I look at from both point of views.
I think $17,000 in this market for any JPEG is extraordinarily high, right?
So that's one thing.
Now, that's, I think that's like objectively people look at that and can feel okay with that, that sentiment.
And then if you're Udi who's had this for two years.
And you genuinely believe, and I would agree with him, that these would have sold for around one BTC just six months ago.
And your Gen 2 collection...
had reached 0.45. And at the time that Taproot Wizards were in the entanglement, like sure, like the cats had a little bit of priced in because people were speculating that that was there. So it was already priced in. Was that point two? And you're giving some of and you're selling some of them at point one. Like do you feel like you're underpricing or do you feel that you're overpricing? Like I think that you would probably be saying like, hey, I think this asset's.
point three point four but like I'm gonna price it at something that's reasonable based on like
previous measurements of like sentiment that has really nothing to do with like the taproot wizard brand
right it's just about market sentiment nobody's saying like hey like these used to be worth this
much or we thought they would be worth this much based on like taproot wizards but now
X, Y, and Z has happened in the Taproot Wizard ecosystem and they're just not as desirable.
Like really, it's just a market condition thing.
And so, like...
If your Gen 2 is trading at 0.1 and you're selling them at 0.1.2 and you can also maybe have a premium because you can get a rare, right? A lot of people putting rairs.
I don't know that like 0.2 and 0.1 is like, hey, I'm asking a lot for these.
Like I think the people that want them and understand, you know, market...
conditions could get worse and maybe they won't be worth as much, or maybe they'll get better and they'll be worth extraordinarily in things.
And I think there's a lot of people that want to take the bet on the second half of it.
I agree with you.
And I think, you know, it's the same with OMBs, like, and then I'll shut up.
OMBs try to remember that the green eye meant the public price was 0.29.
Now, mind you, Bitcoin wasn't at 100K or even 80K at the time of that meant, but nobody complained about the price point.
People need a bottom of the-
The public was one Bitcoin.
So that was 0.29 if you were on the white list, 0.09 if you were a holder.
0.09.
And then there was a public of one BTC, and then nobody really minted that unless they previewed it and was going to get a grail or whatever.
But literally, it was one BTC for public.
Yeah, but you got to remember that there was only 100 pieces and not like 3,000 or some shit.
Yeah, fair point.
No, no, no.
No, no, the orange eyes was that same price.
And that was like a three or four thousand.
You're talking about red eyes and blue eyes, which I think were like 0.2 and 0.3 or 0.1 and 0.2 respectively, something like that.
So there was two things of the OMB.
And I don't really want to talk about.
Like, they're another perfect example.
Like, you can charge what you want as long as people are willing to pay it.
Like, I'm one of the people who minted it at 0.29.
And like, it's not worth that now.
And, like, that's fine.
Like, that's something that I decided at that moment, that I believe that it was there.
And I'm happy to hold it.
Like, I think it's a dope piece.
I think it'll age well.
And it's fine, you know?
One thing that I will say, though, English, that's different from traditional luxury markets is...
Secondary sales are irrelevant to an actual luxury brand. The secondary sale is not what makes it luxury. The high price point is not what makes it luxury, right? What market conditions are do not dictate, not month to month or anything like that, the price of the Rolex.
Right? I mean, or the price of a Gucci bag or the Louis Vuitton drop. Right. It's not, oh, well, the market's really hot right now. Same thing. It's, oh, well, let's raise the prices on our keep all. No. If it's a luxury collectible, if it's a luxury good, this is the price for the luxury good because of the brand attached to it.
It's never to do with the actual collectible or the good that you're getting.
So that's the only issue that I have with this whole adapting to the market.
In that so, then that goes into the fact that your product itself is dependent on a market
rather than you being confident on our product established culture and there's no value on culture,
whether that's today or tomorrow.
Right.
So that's just the only difference that I see there is that...
in a traditional luxury market prices aren't necessarily changed ever right they are like
years after xyz or anything like that but it's not oh last year last week we sold out our
drop so this one we see the demand it's selling for four x so we're going to do the same thing again
because that would unstableize the market i mean it's if this is the cost that might be true for like
for other ones but i think
Your particular example of luxury goods, which is an accurate things, I think that's more analogous to like the Taproot Wizards.
Like the Taproot Wizard was never going to mint for 0.5 because of the market conditions.
And it didn't go cheaper because people were like, hey, like, I don't think people can afford $17,000 right now.
That's pretty much what like the, I don't know exactly like I didn't talk to them about it.
So there, but like that's pretty much in the ballpark where it was going to be regardless.
So like that's exactly that.
Like it's not like, oh, because of market conditions we're going to make.
And because Bitcoin is now 80 grand instead of 40 grand, we have to adjust it.
Like it's a Bitcoin native asset.
We judge it in Bitcoin.
And this is kind of the price like.
Yeah, and that's what I was, I mean, that's what makes sense.
I think that's the route has to be, that has to be taken in this industry.
If that's where these are what they are, right, luxury collectibles.
Because when we get there and go down like, well, if Bitcoin was at 50, then you could charge double the price.
And then it's an ever fluid thing.
I mean, ideally, then that can just be manipulated because you know something's coming.
So either Bitcoin gets inflated or Bitcoin gets deflated for the mint or whatever it may be, right?
Right.
Ultimately, what does that have to do with me as the team?
I get less because the market is moving up or down.
I don't know.
Just thinking of it in that sense.
Go ahead, flame, and then we'll kind of wrap up with some things that I got up to the top and just the show in general.
Yeah, for sure. Just a quick question to English because I do think this is relevant and I do think it is, it relates to Alpha. Do you think there's any pressure with respect to the team? The people who were able to min at point two, they put the work in, right? Like they did all these quests and or they attended events like...
there was a certain amount of activity that qualified you to mint at point two.
And, you know, there was some flack from Fudders about like, well, you did all this work and you still had to pay point two Bitcoin to mint this thing.
Like, how is that, you know, a benefit?
So I guess the question really is like, do you think there's pressure?
for TapperW Wizards as an entity to deliver value to these people who basically grinded to ultimately pay a really high price for the asset that they purchased.
Didn't they get paid 10 grand for grinding?
Yeah, I mean, here's what I would say to that.
So, like, I'll make, again, like, I'm on the community team.
I do work with them in circuit, but I'm not a core team member, right?
So, like, this is not something that I would, my opinions are just my opinions.
Like, you can think English has shitty opinions, and then you probably just don't want to listen to me.
Oh, for sure. I'm not trying to put you on the spot.
I'm just curious about you.
Well, no, I just want to make it clear because, like, it's a conversation, but it's between us here that are talking, but there's a lot of people listening, right?
So I just want to be clear about this.
and so so it's but I do have insights to there I would say that there was really no
fud within the community the vast community this is somebody who goes on multiple spaces has
my own spaces is in the discord all day every day especially during the men I'm
answering tickets I would just say that like the first the
The first part of your question, like that assumed a certain kind of disposition, like, is probably not accurate.
Like, are there people that felt that way? Sure.
Like, but as a general thing, I don't think so.
I think the majority of people were actually like, hey, I did five quests and this guy only did three quests.
Why do I have the white list?
Like that was really the big, the distress was like I didn't make the cut.
Like I had been in this community since day one.
And the answer to that question was, well, we had, you know, I think eight different missions and five different quests.
All of them were weighted differently.
They were all graded differently.
And then there was a formula based on quantity and quality.
So like...
I don't think that there was really that disposition,
like, as a general sentiment, first of all.
And then, even if there was, I would say no.
Like, really the value of the Taproot Wizard brand and equity is just something that you have to assess, right?
As you as a collectible, like, their focus is to build the strongest...
team together to build whatever they're building.
I told yesterday or the other day on the show what I thought it was.
And I don't want to say it again because I don't want to reassert that that's what they're doing.
But it just kind of makes sense, right?
They want to scale Bitcoin and they want to scale Bitcoin with covenants and they're having engineers on the team.
Like,
like two plus two you can you know see what that you know equates to and that's their focus right and
i think naturally and then they care about the community they put the time and energy in the
events you know like udi goes in the discord and chops it up like i'm there like the community
people are there making sure that you have like the best experience possible they put the time
in effort to build their own you know website and make sure that it was safe so like i don't know
like i don't think that like
from a team's perspective, they would be like,
how can, because basically what you're saying is,
do they feel pressure,
to artificially inflate the floor more than the natural market value at any given time
to get people out of their investment if they feel shaky about it.
Like, that's literally what you're asking.
And the answer would be like 99.9% sure they don't feel that pressure.
So, man, look, that's not like a broken fucking record, bro.
If you go try to buy a brand new watch today,
Your authorized dealer will look at you and laugh at you in the face.
You know what you have to do?
You have to go back and go buy a bunch of stupid bullshit for your significant other for six months, for a year, for maybe even longer than that.
You know why?
So he can call you and say, hey, man, I am going to give you the choice to spend $25 grand a day and buy the watch you want.
Even though you've spent $10,000, $20,000 in bullshit for your wife.
right for your husband for your parents i mean this is not a new and novel concept this is how
luxury collectibles work you spend money to deem yourself worthy of spending more money that's
just literally what it is and then one day you hope that cardier looks at you and say yo this
guy's been spending a lot of money i'm gonna just send him something for free that's it
They just hope and dream of that.
Do you think it'll ever happen?
I guarantee you no one at the Cartier's store or the Louis Vuitton store think they'll ever get a Louis V or a Cartier Christmas.
Because they don't think they'll ever spend enough money to win that.
So, once again, this is not a new and novel concept.
You walk in and say, I want to go buy a Daytona, a Hulk, a whatever fucking watch you want,
your authorized dealer is going to look at you and say, yeah, there's a list.
There's a bunch of people that want to buy them.
There's a bunch of people that think they can make money.
There's a bunch of people that want to collect them.
This is a sought-after item.
What are you willing to do to show me that you want this more than the next man?
Oh, well, you know this bracelet?
I'm going to buy this right now.
So now me as the authorized dealer, okay, he's willing to spend a little cheddar.
He got a little small bag.
Okay, and then you build that relationship.
You build that rapport.
That is a luxury market.
You earn the right to spend money.
And that's just what it is.
It's the same thing with any other luxury collectibles, even cars.
So, not new.
This is just the way of the market.
We're not used to this, or a lot of people aren't used to this because it's not that they're into this world normally in Web 2.
But that is not new or novel.
I mean, it's just the way of collectibles.
Go ahead, Motto.
Yeah, sorry, I know we're over it, but I just want to reiterate that I'm not fighting TAPA
in any shape, way or form.
I mean, I think they deserve it.
Uri's been building, I've been to the event in NFT NYC.
Like if I had the white list and if I had example, 50,000 or like half a Bitcoin or more,
I would definitely buy it.
But I'm just saying like on the safe side, if I had 20,000 would I go all in in current
market conditions and uncertainty?
As like a collector, maybe, but as someone who only has $20,000 and scared of the market condition, then maybe not.
Again, this is zero fud.
If they would have done it six months ago.
I would have meant the Taproot Wizard in that case.
Yeah, I've been on the team for two years.
Exactly.
If my whole bag was point two Bitcoin, I wouldn't mint a wizard no matter my conviction on it.
Like, that's just the reality.
I'm not going to put my whole crypto portfolio on a JPEG.
Like, it has nothing to do with Tapper Wizard.
Okay, perfect.
And lastly, just a general conversation here.
We were saying that with Tapper Blizzard's mint, maybe we'll get a surge in ordinal volume and ordinal four prices.
Do you guys think...
It's going to lean more towards that or people are going to be selling their other ordinales
and we get this type of liquidity events so everyone could buy the apple wizards.
Just wanted to know your thoughts on that.
I think probably the latter.
I'll give you my thoughts.
I don't think that I think maybe some people will sell wizards and buy some other stuff because they were going to sell a wizard anyway and maybe they have some profits and maybe they buy some stuff.
I don't know.
But I don't think that anybody's really selling a ton of their other assets to get wizards on secondary.
I think there's just people that have money on the sideline.
and like they either think it's a good investment or it's not.
And like they'll buy it regardless.
And I don't think that it's really like an ebb and flow from any type of like other asset on Bitcoin.
Personally, that's how I've looked at it at least.
Yeah.
Sorry, just to jump in real quick.
Moto, I mirror the sentiment, you know, about the wizards.
And just, you know, so English is aware, like, the only reason I'm asking these questions is because I think it's the best way to address all the nonsense that you hear on the timeline is just to answer it directly.
Yeah.
And, you know, having been a part of the community, like, I basically understand everything you're saying.
But it's also good to hear from, you know, somebody who's on the team who's close to the founders, you know, what they believe to be the truth in the face of something that's just been, you know, a very hot topic of conversation.
Very easy to have debate when you don't know what the secondary sale of this is.
And I think this is kind of what we've seen in the past week or two is like the pre-sale meta.
We saw it with meme coins on Avax.
And like we had MiBara, we have Final Bosu, and Taproot Wizard are all doing kind of like a pre-sale where you deposit by now and trade later.
And it just creates more discussion and more content for the timeline for people to talk about this because we won't.
stop talking about it until it goes secondary.
And so they're like holding the supply back.
They're letting us talk about it.
And we're all just like debating back and forth on distribution and what it's worth.
And we don't really have a justified reason how it's going to go because we don't know what the value of the NFT is actually going to be.
So I think the new meta right now is actually pre-sales.
And I feel like if you're launching an entity, you need to, you know, understand that and maybe use it as a benefit in the future.
We've already seen three NMT's benefit greatly off.
holding the supply from people, controlling the supply, putting the NFTs in the right holder's hands.
So that's half the battle.
Chief, we're getting running low on time.
You want to bring something up before we end the show, bro?
Again, like, no alpha today, just talking about taproot wizards, which is part of the whole marketing scheme.
So go ahead.
No, I just pinned up top.
We got season one rewards ending.
We told you guys about that.
You had to maintain yourself staked.
The airdrop will be middle of April.
So after April 1st, I know that that's kind of been the threshold that a lot of people
were waiting until that date will unstake.
They did say in there that rewards will be distributed to users based off of their trading
volume and staking power.
So staking power alone will not lead to the most rewards.
That is a little bit of opposite of how it was the first time.
You got more staking power based on how much you deposited and then the time length multiplier.
So this is actually going to add user activity and quest progression, right?
There is a dashboard on the Magic Inean Foundation page that has a full breakdown of your quest progression.
So for anyone that's still doing that Magic In farming or whatnot, be on the lookout for rewards within the next couple of weeks.
One thing on that note, right, price of itself, the token is a little bit down.
This is a VC back token, right?
There are unlocks that are occurring in basically simultaneously as these airdrops and stuff occur.
Ultimately, the token will drop once people get their rewards, right?
Everyone's selling off, et cetera.
Some will restake, others won't.
I'd be looking at maybe potentially doing a small leverage long on Magic Eden now or maybe grabbing some spot bags.
as they'll inflate the token itself so it looks nice and presentable to be dumped right i mean you can't
start the dumping at 50 cents you got to start the dumping at a dollar 10 and then you can withhold
the pressure as a market maker to you know dip to 60 dip to 70 or whatever it is and fight that off so
It could be a buying opportunity right now for Magic Eden or in these next couple days just let a little bit of the attention fall off with this new announcement and then just look for opportunity in these times of this liquidity vacuum that we're potentially going to get or just low liquidity to take advantage of some spot bags or some low leverage as we move into Magic Eden's new AirDrop.
Do you have anything else?
I pinned up a bunch of stuff before we end the show.
I think we'll just kind of end it with this.
But if you have something else, you want to pin up, feel free, bro.
I don't know if you had anything else.
No, just, no, that's pretty much it.
I mean, I'm going to just...
what try to entice people to go check out the just the bear chain yields right a lot of those are going crazy most yields are in the 150x plus to upwards to six 700 8% 800% right so we did a little class yesterday in t dc discord had roughly about eight people show up so a decent a good little handful and just re walking through the different websites the resources
So, hey, it's in the Discord for you guys to check out, right? And then it's also an opportunity if you have some money either in stables or just sitting there, right? Might as well have it work for you. And you can have it work for you in stables. So you don't have any kind of impermanent loss risk because it's in fucking stables. Right. I think that right now, Dolomite is offering for a stable coin yield, right? I think 50%.
Dude, that's ridiculous.
That's stuff that you even just dream about.
So, in a sense, check that out.
I just think that there's an opportunity there, and a lot of people aren't really talking about it.
But Barrettchain has the number one inflows for Defi over the last seven days.
Number one, right? It's literally taking the cake from every other chain when it comes down to that.
So I'm going to post this up top for you all to check out.
It's just literally going nutty.
And this is just over the last 24 hours.
Ideally, it is an EVM chain.
So if you see EVM activity and then transferring over to BERRA in a sense there in the same, let's just say blockchain realm, just a different security system.
So go check it out.
I know I'm sounding like a broken record.
This is passive quote unquote income doesn't really come off into us in the space.
And when it does, it doesn't last long.
Right? So it's not the best thing since sliced bread, but it's the best thing since we've been eating loaves. So for right now, I'm going to eat a bunch of sandwiches, enjoy my sliced bread, and then when we're out of bread, we'll go look for something else. Right. So that's just kind of the positioning to take right now as proof of liquidity got turned on three days ago.
So it's still ripe, still week one, still two or three days in, for you to take advantage of any of these yields, right, that you're willing to dabble.
It is very specific to what your wallet is, whether you think or you're wanting to get rich, maybe making $50 a day and it for you.
Cool.
Then that's not it for you, right?
But it's very, very specific.
It's personal.
So I think, and I recommend each one of you guys just check it out and see if it'll work or help you make some extra change.
did he fabricate this because we're sonic on this not even on here i know they were a part of the
pop bridge net flows for defy season and shit so i would like to see bear uh what sonic has done
it's not even on this list which is kind of suspicious to me but we'll see um tge for azuki cards
are live today you could pre-order ninety five dollars of anime that's sonium n of t'n of t'n if t'n if
has a 10,000 NFT minted, 6,000 holders.
It's that, what is it, the Seven Deadly Sins anime series?
So it seems like a lot of people are fucking with it.
It has over 10,000 of these minted.
I think it's relatively cheap.
I do think that this could be something for the Stonium Airdrop.
So it wouldn't hurt.
There's a lot of people mince in them already.
Steady Teddy's Whiteless.
You guys have some, GDT whitelist.
Well, for five unhinged names, including Steady in them,
Minning 24 hours.
So you go to the Barren Name Service.
And they're giving, they're giving away five
steady teddy white lists to any name that includes steady in it.
So this is your last chance to get a steady teddy white list
before April 1st.
Wouldn't hurt to get in there and build some nays.
We've been talking about the Origachi network.
And they announced their basically their entity collection
built on origachi system.
Just kind of announcing it, what it is,
it's powered by the Oraguchi network.
More than an empty, it's a beacon of truth
and resistance to the world built on deception.
It drives movement and transparency,
decentralization security.
Oraguchi Ring is calling, will you answer?
And we've been telling you this is very similar to the OG Labs.
NFT that they did, and it looks like they're going to be launching on base before their entity goes live.
So what they do is they front run the collection like Hypeos launch on base, and then once the collection goes live, they bridge it over.
They said the truth is here.
Integrity, the NFT collection powered by Orkachi Network is a partnership with wallet, inviting the community to uncover the truth coming soon on base.
And wallet is basically OKX wallet.
So this has a partnership with OKX wallet and it's going to be bridging the base.
I'm telling you to go into the Discord,
if you are trying to get whitelisted into this,
I do think this is gonna be a cook
based off the incentives you're gonna get
for holding the incentive T.
And then the last thing is Apes Win,
which is basically the new Pump Fun model,
kind of a new Game of Fate model on Sonic.
They basically just launched season two is officially live.
It's kind of a way where you go sign into their website.
You get these crates.
These crates have their token, coin, and banana in them.
You get the vote on, you have 69 hours to vote on the top meme coins for this season.
If your bananas vote for one of the meme coins that are in the top three, you get a percentage
of the airdrop when it graduates to the next level.
I think the boxes are free.
They kind of get you in the game.
You basically vote on the meme coins you get.
And if your votes accrual into the top three meme coins, you're going to get a percentage of that air drop.
So it's live right now and it's ready to go.
So flame, go ahead, bro.
You got something?
Yeah, really quick.
I just think this is interesting.
I haven't seen anything quite like it yet.
There's a thing called Stash app.
And they are introducing Lurkey app.
And I check their socials.
They've got a pretty solid following and are followed by some heavy hitters.
It says when the alpha drops in real time, Lurkey is there to listen, understand, and deliver you insights.
Lurkey tracks real-time discussions on X, including spaces.
I think that's a really useful tool for people who don't have the bandwidth to be everywhere all at once.
So I'm looking forward to checking out that beta and I'll share it with you guys.
Appreciate you. I appreciate you guys. We're talking about the daily alpha. We ran a little late, but we had a big taproot wizard discussion.
So we'll be back tomorrow. We'll be here Thursday, Friday, Saturday for you. We'll get back to the alpha. And we appreciate you guys. I'll be here for Chief to end it. And I will be on the OKD live on stream at like 2 o'clock if you guys want to tune into that. And I'll see you guys tomorrow on the space. I'll leave here for Chief. You guys have a great issue day.
Appreciate you guys for coming out. Appreciate everybody for coming up, contributing.
add in their take right really makes the show a little bit better in my opinion also time flow a little bit better so
means a lot that you guys contributed to it um once again stage is open and there's a thread after the the show
that'll include everything that we talked about so you can listen to it and use it as a resource any kind
of love interactions on that go a long way that's how we get more opportunities for the tda and we'll be here
Tuesday through Saturday, 1015 until about 12, 12.30 just depends on the conversation.
Is TDA or stay poor?
Y'all be safe. Have a good rest of your day.
And catch you all tonight.
