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THE DAILY ALPHA♻️
Recorded: June 26, 2025 Duration: 1:14:49Space Recording
Short Summary
In a dynamic discussion, key trends in the crypto space emerged, including Fannie Mae's recognition of Bitcoin for mortgages, potential regulatory shifts with the Howey test revision, and Kraken's launch of a new payments app. The conversation highlighted the evolving landscape of cryptocurrency adoption and the impact of macroeconomic factors on market trends.
Full Transcription
Thank you. Yo, yo, yo.
What is good, TDA fan?
Appreciate you guys coming back to the Daily Alpha.
It's Thursday.
We appreciate you guys.
Likes and retweets go a long way.
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So if you guys can give us a little visibility, give us a little like,
a little retweet, cost you nothing to do so.
We've been showing up for the past three and a half years.
It's the least we could ask from you is to give us a little more engagement on the space itself.
Obviously, Allison also does this for free and has been doing the thread for over two and a half years.
She basically recaps everything that we talked about on yesterday's space.
We would love for you to give her a little support
and engagement on those posts.
She does that out of the kindness at heart
and does that for the community.
So if you guys missed the space yesterday,
obvious recorded, you guys can go back and listen to it.
Lots of alpha.
And then obviously the thread will guide you
in the kind of stuff that we talked about.
So we appreciate you guys stopping by.
And get a crack in.
Obviously we have the market in red.
We go up and then we go down.
From my understanding, we have the big exchanges are basically using Wintermute to market make the price of Bitcoin to keep it under $108K.
Marty loves to break this down.
He gives on-chain analysis.
And it looks like that is what's happening right now.
We have just a few market makers, Binance, Coinbase, and Bybit using Wintermute to sell
their Bitcoin to keep the price suppressed under $108K.
So you are looking for a breakout to all-time highs.
If we have the big boys, the people that actually run this market, suppressing the price, we're probably going to capitulate here and probably stagnate until we
break that 108. But if we could break that 108, it's probably free sailing to possibly all-time
highs. So just something, if you have longs out, if you have shorts out, if you're looking out for
a breakout, that's probably not going to happen because these people are the ones that really
run the market. So I just wanted to bring that to your attention.
And then yesterday, obviously we had that SLR resumption thing was voted on, which is
basically, it's like a way for banks to leverage.
They give them more leverage in the system.
And that was voted on to five to two.
So that basically gives banks, don't have to have much liquidity on to five to two. So that basically gives banks,
don't have to have much liquidity on the books to do things.
And so it adds an extra tool for them
to add more leverage to the system,
which probably bring more liquidity into the system at all.
So the Fed voted five to two for a comment proposal
that would ease supplementary leverage ratio,
which may constraint banks' appetite to hold treasuries during periods of stress.
Governor Barr and Gerd are descended.
So that's going on.
We talked about that yesterday.
It passed, and it's kind of in the early stages of it.
So we'll see that going.
And then also something that really nobody talked about yesterday was you guys able to use crypto for your mortgages.
That's all I've seen on my timeline.
Non-stop is everybody, you know, making jokes and, you know, is one house coin equal one house now and all that bullshit, you know.
So it adds all to the narrative of the fun and games.
to the narrative of the fun and games but doubling down on the aspect of um not having to sell your
bitcoin in order to realize real world things right i mean before you used to always even had
to take a loan uh against it and that was hard and we're looking for protocols that you can safely
and trustlessly do that and then now you don't even have to take a loan now bitcoin itself is
recognized as an actual collateral based asset
So but one of the things that people aren't really understanding for one it has to be held in an exchange
So typically to as if you were setting up to buy a house, you know, and they tell you hey
Don't make any big purchases or movement of money or anything like that
It's that similar process, right? You could be in a cold and then move it to an exchange, but it's not to get a down payment. It's that similar process, right? You could be in a cold and then move it to an exchange but it's not to get a down payment. It's a
Asset verification that you can pay your mortgage and your debt going forward
Right, so it's not necessarily here's my Bitcoin. Give me a house on a down payment
It is at least them verifying that you have funds similar to when they do like a job
check or, you know, that kind of extension base. So yeah, the fact that it's still in the early
stages, it's still being all parsed out, but yeah, it's definitely going to have to be on a
centralized exchange because they're going to have to sell it. If you don't pay, you don't pay back
your loan. So you can't have custody of it. It's going to be in their hands and it's going to be
sellable. Uh, so that's something there's that's something. I had a few examples of some people
talking about this. So we had Anthony Pasil. He does in 2020, I needed to buy a house. Most of
my assets, my liquid assets were Bitcoin. I showed my mortgage broker my wallet with Bitcoin value,
hoping that he would include it as part of my net worth.
He laughed.
So I used DeFi.
I deposited my Bitcoin into Aave and borrowed USDC,
transferred the USDC into my Coinbase account and into my bank.
Bought a house, Bitcoin appreciated, house appreciated, loaned to base.
Now it's 2025.
Fannie Mae recognizes Bitcoin as an asset, and they will lend against it.
This means over 300K mortgage brokers and real estate agents in the US
are about to discover Bitcoin.
And that whole industry is like a $13 trillion industry.
And then you have Jason Janowitz.
Wells Fargo pounded all my crypto at zero when I got a mortgage.
I tried showing them that you could sell BTC just like selling a stock,
but it was pointless.
This was a great improvement to the system. And also you guys got to realize say you have a hundred thousand
dollars worth of bitcoin and you sell it uh sell it for cash I mean that's capital gains so you
really don't have a hundred thousand you have sixty thousand dollars now because you got to pay the
tax now with this it actually you have that hundred thousand dollars that you could put towards it
and you don't have to pay that capital gain. So that's a big improvement.
And it's going to incentivize motherfuckers to pay taxes, bro.
If you've been dodging taxes because you didn't want to have money on the books, for example, right?
Because you're like, hey, money on the books means X, Y, Z.
But it's not like I can actually use this money, right?
Because I'm taxed for it or extensively taxed, overly taxed it may be and then now you're like alright cool so there is a benefit
to declaring it to being able to prove that you know I got it some legal way
whatever it may be or a trade because and then you can now get assets from it
right before you weren't really incentivized to do anything like that
because anything real or tangible or big enough you still had to convert
to usdc and jump through a million uh loopholes right to because it's in fiat so now you're going
through the bitcoin side of things it kind of it's okay to be a bitcoin entrepreneur or a crypto
person and declare that on your taxes because there's actually benefits to status now in that
world or leveraging that
yeah i think this is gonna this is obviously relatively new i i would imagine just every
crypto asset will be eligible just imagine going to your broker and you're in that you show them
your wallet full of like fart coin and all these shit coins it's not gonna be every asset come on
you know what i'm saying just imagine dude like if it'll be anything that i think
it'll be anything that's included in an etf right so you know that soul's pushing for an etf
you know that e30 has one bingo but then that's exactly what i was about to say but then we also
have something like pingu which is pushing for an etf right now and technically if that clears all the legal you know
clarity or whatever the loopholes it needs to be offered as an etf then it's it's an actual like
transactionable or or asset right it's a money classification asset so you can use
we're in the prude stage right now of these etfs we're like okay yeah yeah we'll include pingo they
got an nft but like imagine five to ten years from now when like there's a fucking spx 6900
etf my guy like right now everybody's just trying to be diligent they're not trying to go overboard
but i think the farther and farther we go down this crypto fucking landscape and things started get added to Robin Hood and
Collateral bro as long as a lot lateral
The reason that pig was on there is because they're backed by Vanette It's not like just some random shitter either
I mean Pingu is literally at the bell ringing and the signing for Vanette, right?
I mean they have a little bit different kind of legal structure
than a regular shitter or anything like that.
So, yeah, I get where you're going.
I'm down the risk curve in that sense,
but it's also you're going to have to jump through a million hoops, right,
and almost pass the XRP securities test
in order to make sure that this is even viable for you.
Yeah, yeah, I guess we'll see.
I mean, we say it now in 10 years you're
gonna have every fucking shit coin on the planet uh fucking being used as collateral uh talk about
srp judge denies ripple and sec requests to end the xrp case so uh news judge denies key motion
on thursday judge analia torres of the u.S. District Court of Southern District of New York issued an order to die.
Key motions filed by Ripple and the Securities Exchange for indictive ruling.
The parties previously asked Torres to dissolve.
This is still going on? I didn't even know that this was still going on.
Me neither. I was like, what the fuck?
I was like, what the fuck?
So apparently dissolves permanent injunction against Ripple and cut the monetary penalty imposed on the company from $125 million to $50 million.
Ripple and SEC base their request on a settlement agreement and invoke the rule 60B, which makes it possible for a court to reveal a party from final judgment.
However, the court expeditiously stated that it's not persuaded by the argument in favor of modifying the final judgment. The key reason behind denial and her
ruling, Judge Torres emphasizes the court ruling served the public, not just the litigants. The law
does not allow ripple and the SEC to simply undo the court judgment. So we have that. And then
Cynthia Loomis is up there today. Basically talking about the Howey test is going to be revised relatively soon.
So that's been something that's been classifying securities law since 1934 based off some fucking oranges in an orange field.
So Senator Loomis says the Senate will have a bill drafted for market structure that we can hopefully put out before the August recess and then mark it up in
September. Note, market structure bill will be the first redefinition of the security and commodities
since the Securities Act in 1934. That is a plague digital assets commodity status since their
inception. Then the famous Howey test will be redefined. So that's a lot of stuff to go over
legally. But that has been something that a lot
of people have been pinpointing. It's like, how are we going to basically define a security based
off something that happened in 1934? We're almost 100 years into the future. And we're still
defining securities by this Howey test, which was based off some orange fields and these orange
groves. And you couldn't make money off the fucking, the aspect of you own the
field or some shit. And so now it looks like that rule is going to be changed relatively soon,
which will probably be good for all just crypto and securities and like the definition of what
a security and commodity is going into the future. So that's a little of the nuance that's going on
in the space macro. We'd like to cover some of that. I didn't know if you saw the fucking, what Morgan Stanley said yesterday, which Morgan Stanley isn't the Fed, but Morgan
Stanley expects the US Fed to deliver seven rate cuts in 2026, starting in March, taking the
terminal rate to 2.5 to 2.75. So if we're getting seven rate cuts in 2026, I don't think we're going into a bear market in 2026.
I don't know.
Maybe we are, maybe we aren't, but that's just more fodder.
I think when we kind of look into the space and we say retail isn't here, it's because people are living on their credit cards and it's 11% interest and no one can save money.
When we start lowering these rates, banks start lowering mortgage rates.
People can loan for more. And then that money typically comes into risk assets like crypto.
And so this is kind of what we're talking about.
When retail is going to come back, it's going to happen when rates go back down to 2.5%.
And if retail comes back to this space, I would imagine we probably have another kind
of bull market in a place where we typically didn't expect it.
This cycle has been
totally off the wall. We had all-time highs before havings. We've gone up crazy amount of price.
And I don't think if we had ETFs and institutions right here, saving our ass and buying Bitcoin and
all this other stuff, we would be in a bull market right now. I mean, retail has fueled these bull
markets and they haven't been here. And that's been the biggest complaint. And if we can lower interest rates back down to 2.5%, I think we have an
influx of new people coming in 2026, 2027 that might fold the next kind of bull market that we
are more used to and not this institutional grade bull market that we're living in right now.
I mean, the Dixie is fucking free falling, which is one of the biggest issues now too. I mean, the Dixie is fucking free falling, which is one of the biggest issues now, too. I mean, not only is the dollar based on that article yesterday, but down eight and a half percent in buying power just in the last six months.
But then you also have the Dixie, which is that right.
Literally a chart correlating to that, just continuously free falling.
So if you get interest rate cuts, then you start that combination of okay let's try
to balance the dollar let's start to regain strength but until you start getting the cuts
and the money printer in a sense kind of flowing either one or the other then i mean it's going to
continue to go down so i can see this pressure happening and then finally getting the first rate
cut by the next meeting i think the next meeting is what, at the end of next month? 30th, yeah.
So like you said, Jerome put it back into Trump's hand.
He's like, if you can get these trade deals,
we're basically holding off the cuts based off the uncertainty of inflation going up,
based off these tariffs.
If you guys can get these deals done by July 9th,
that gives the Fed two to three weeks to gather data and possibly do the first rate cut. So that would be fucking
unexpected. I think it's at like an 18% chance and the market isn't pricing it in. If that actually
comes to fruition, man, that's going to be huge for the market. And that would probably put
three rate cuts on the board instead of almost at one this time last week. So big news,
Jerome Powell, Donald Trump, even Trump's even there sitting
that they're going to fucking fire his ass this summer and replace them, dude. I don't want that.
That's going to bring uncertainty to the market and probably drop the market in general. But
you can all bet on this stuff on Polymarket. Do you see? Like Polymarket got the $1 billion
evaluation on Monday and then Kalish, which is FTC regulated, just had a $2 billion seed investment
by Paradigm. So you have these prediction markets starting to get crazy evaluations.
And I mean, Polymarket is probably the more crypto friendly one. Kalish is more like
institutional grade. And then I'm just starting to think if we're going to start getting these tokens, you know, poly markets can be integrated into X soon. I have some people are,
you know, saying they're probably going to do a token now that they're raising. Do we need to
start doing more stuff on these prediction markets? And then I start going down the,
going down the risk curve, like Myrid markets, which one the Faroq runs, like that's one that's
on abstract that you can get XP forp for um playing on and doing predictions
on there if these are getting at like a two to one billion down evaluation what is my
policy market's gonna go you don't think poly market's gonna go uh public i i think that's
not out of the question but they can also do i think well i think yeah well now i guess you can
do both right before you were very limited, but just seeing them align with Twitter,
would it really make sense to have some type of underlying quote-unquote
shitcoin floating around with a protocol provider or something of that nature?
You know?
So that's just kind of how I see it on that sense to where, I mean, yeah.
I think Kalish will go public, but, I mean, Polymarket has a lot of users.
It would be a top 15 token in this market, dude.
It has more user.
I don't know what the user base on it, but it's, it's up there with hyper liquid and
they could do, you know, buyback and burns.
They could have the Polymarket token used as collateral or liquidity or even used for
betting.
So people using regular normies are on TikTok are using it for, I don't know if you've seen this new brain rot show, Love Island.
Right?
I think I have.
Yo, they're getting dopamine hits just like us.
You know, we thought about, people make fun of us.
Bro, this is reality TV that's only 24 hours behind.
So, you know, before you had to wait for shit to get processed, you had to go to the studio and all this shit. This is 24 hours behind so you know before you had to wait for shit to get processed you had to go to the
studio and all this shit this is 24 hours like this happened the shit you're watching today
happened yesterday anyway um just on that end too it's like you just see it start speeding up but
people get sent away on that show and a lot of the um like people on people on TikTok are making bets on who's it going to be.
And they're using Polymarket.
Like regular normies are using Polymarket to bet on this kind of shit.
On just sitcoms and just real world events and stuff.
And it's becoming the norm almost like a DraftKings, which is interesting.
That's what I'm thinking.
I think Polymarket, I don't think it's US based.
I mean, I have to put a VPN to make bets on it.
So I don't know if it could IPO as a public stock, if it needs to go all those hoops.
I know Kalish is regulated by the United States.
So I definitely see them IPO-ing.
So I mean, Polymarket is more of a crypto kind of platform.
It's built on Polygon.
So I think they do a token.
They don't or they do do a token,
and it's crypto native. And that's why I'm kind of looking into farming it more and obviously
doing more stuff on it. But I think the one that we know is going to do a token is Myrid Markets,
which is on Abstract. So you're getting the double whammy. You're using the prediction market
on Abstract, getting XP, plus you're farming that market. I'm not saying that it's going to be a
billion-dollar evaluation token, but they're definitely doing a token. If you're doing
predictions, you might as well double whammy that, get some farming on Myriad, get the token when it
gets launched, and then you're farming abstract XP on top of it. Just seeing the token prices
of Polymarket could lift up the evaluation of Myron Market, saying that it's maybe the third or fourth best one.
I'm not saying it gets to a billion.
I think that Polymarket could get to up to hyper liquid levels
around 10 to 12 billion.
It has as many users it's used everywhere.
It's integrated in X.
I could see it at 12 billion.
So could Myron be 700 million, $800 million market cat at
third best in this market?
I think it's something that we need to start looking at.
And obviously, there's ways to kind of farm this stuff.
I don't know if you guys, I brought this up before.
There's a, Holly Market talked about this on the 18th of a new trade strategy just dropped.
This trader was made a quarter million dollars betting that nothing will happen.
So he basically does the post that has no benefits.
So will Ethereum reach $4,000 in June? He just says no.
Will Putin meet with Zelensky? No. Will Zelensky be out of Ukraine in July? No. So he just goes,
no, no, no, no, no, no, no. And obviously he's doing this with size and he made, I think he put
over $880,000 in all on nodes, which are like 99% not happen and he made 236 000 obviously he's doing
this with size but this is a great way to do risk-free bets to gain volume on the platform
and make a little money and not lose your money right so when we're looking at trying to create
volume on these exchanges these are very risk-free that's a 25 return on three quarters of a million dollars
that's really fucking good what do you mean a little money you know like even while staying
neutral and farming points like that's a very good return that's the difference of when you
get to the point of being able to play with size and stuff you know yeah so i'm just trying to find
ways that are risk-free for people to get in. Obviously, I've mentioned the Delta Neutral way where you create two accounts on Polymarket,
and you put one on yes and one on no.
And then if one hits, you lose your 20 bucks.
If the other one hits, you win the money.
And you're basically creating volume on two basically accounts at one time.
So I do think these are ways that you could get involved with it and not lose a lot of money doing so.
And I do think this would be a hook if anybody actually did this.
So just trying to give you guys some information on there.
And obviously I've been looking at like infra for this.
You have Flipper, which is the trade prediction market without leaving X.
Basically how it works is no tabs, no forms,
just tweet with a poly market link or reply to any tweet that includes one.
Tag Flipper and say your bet. Flipper reads it and places it traded for you.
So examples, Flipper, bet $50, yes. I'll take 20 on no. This is FlipperBot.
And FlipperBot, $10 USD that Trump will win. As long as there's a link and a yes or no,
an amount of Flipper will understand it. No gas fees, no extra steps.
Flipper uses Privy,
smart accounts, plus Paymaster. All trades are gasless. That's dope as shit. That's like the
banker bought one. Yep. I think it's actually by maybe the same thing. So I'm just kind of looking
at plays if this does take off that if Polymarket goes to a $12 billion evaluation, will the tools
that help facilitate this on X
with the integration also go up in price?
So I was thinking Flipper.
I think UMA is another one.
BankerBot too.
Like now that we really,
now that you're talking like this and breaking it down,
BankerBot is,
I don't think there's a way
that you can technically like farm an airdrop.
There's no Genesis NFT or anything of that nature.
But I mean, that does all everything
you said right it's also cross-chain it's ultimately based off of base but anyone can
go and at banker bot and say hey what's my wallet address hey send some money here load this right
so i mean i can definitely see that being an evaluation something that's quote unquote under
farmed uh it's something we should be using right all of these
because if it all this stuff comes to twitter itself all these twitter native features that
can be added on right are going to be it if twitter can't just copy it and twitter's not
going to just copy blockchain tech it'll just add or or give the ability for this to be integrated
100 dude and so i think there's another one that's an oracle it's called uma that best these or give the ability for this to be integrated. 100%, dude.
And so I think there's another one that's an Oracle.
It's called UMA.
These PolyMarkets and these price prediction are these things used as an Oracle to get the data.
I think that's one that's undervalued.
And then OKBet is one that is under the radar.
It's at 100K market cap.
So this is down and dirty, guys.
I'm not telling you the bites.
But it's the first Polymarket Telegram trading bot.
They're going to do more implementations into X
and into discords and stuff.
This is at $150,000.
About two weeks ago, I saw Ansem bought like 20 sold of this at $600,000.
I don't know if he sold or not,
but I think that motherfucker knows something.
And if we're going to get into like the prediction market meta, this is one that's low down dirty
100K that if it does get more integration and more views and maybe add some tweets about it,
it could go up to a million, 2 million, $3 million where Flipper is right now. So just wanted to
bring up a few things to get you guys situated, prepared if this does take off. Obviously,
I did the finals on Polymarket.
So I'm starting to use it a bit more. I think there's one on there that I'm going to do tonight,
which is the Fed, which is low. It's low. I think it's like a 20% chance of happening. The Fed actually cuts rates in July. So I think that is one that I'm going to take with 20 bucks on it.
I think it's a return of 80 bucks if I win. It's not priced in the market. I'm thinking that, you know, if, you know, Jerome's putting the ball in Trump and they get these trade deals on
those three weeks of data could be our first rate cut. And that's at like a 20, uh, like,
like a 20% win rate. So I'm going to start using these for sports and all this other stuff,
just a volume trade. You can sell, I guess your position before it actually closes, right?
Yep. Yep. It's just like you see it and you
go to the self button and wherever the odd is you could sell it before it actually happens say
it's at the end of July you could sell it on July 30th if it's up to like 80 percent or something
like that you could sell it at any time you want so it's a good it's a good it's a good strategy
I'm gonna start getting into more it's fun and it's a better way I feel like a trading in general
you don't get pvp'd on shit it's basically do you win or you don't? Yeah. If you lose, you lose all your money,
but if you win, you actually win on a fucking strategy and having the information. So I think
with Kalish, Polymarket, Myrid Markets, all going to have tokens here in the next two to three
months, maybe five months max. I think we need to start trading these now just to get some
volume on the exchanges. So that's my alpha for alpha for today chief i'll let you roll with some stuff you
wanted to talk about today so um pinned up top we got trench bot trench bot is a product from the
cyberkong's ecosystem um it was at first exclusive to holders uh and then slowly has been starting
to be rolled out and you can actually
add it into your discord it's a little bit different because it's i guess a full-blown
discord trading bot right so what we do on telegram they've now catered damn near the exact
same thing on discord but with a little bit more integrations right so you can do bubble maps you
can do everything all of that inside your
discord personally i prefer discord but i mean i could definitely see how this is going to clog
up channels especially if you got five or six motherfuckers trenching and on the other side
it's like you're not going to make a channel for every person to do this bullshit and so
more so if this is a private friends and family or anything like that i would check it out
i've used it a couple times it was good but now they got a couple new updates and stuff like that
so posted that up to the top for you guys did you look and see if you got that moonberg stimmy
what the moonberg thing i don't know if you saw that going around yesterday, where you basically connect your account to the trading terminal,
and you got like a $500 stimmy.
You didn't see that?
Oh, the Moonberg?
I thought you said Moonbird.
I was like, Moonberg is giving out fucking stimmies?
Moonberg AI, like the new social fight shit.
Yeah, Moonberg AI.
Yeah, my bad.
Yeah, Ibird. AI. Yeah, my bad. Yeah.
I saw that.
I mean, dude, that's the one that I mentioned this literally on yesterday's show in the morning.
That one of these is going to come out and be a little sus.
And everybody's just been so quick to give permissions and shit.
And I think that this one might be it, dude.
No one knows who they are.
No one knows the account.
No one knows shit from shit.
I mean, it's pulling, I I guess utilizing a money score Which is uh more or less just kind of like smart wallets and followers their own version of I guess kato's database of users
But yeah, i'll post that up top for anyone that doesn't know
It is too late to claim right you had to have claimed those boxes
uh more or less i think within like the first 20 or 30 minutes before all the boxes
got claimed right easiest way to say it now if you go and you try you can register your wallet
but it says hey unfortunately you're not going to get a stimmy uh you're entered into a raffle for xyz come mainnet so that's just the
biggest difference on that end um if you it's not too late right but it is too late to just get that
auto stimmy pop-up um once you're done remove the connections from your twitter guys please
also piece of alpha stop destroying your timelines the way that Twitter works in the API pool
Once they say hey tweet this all you got to do is say yes
And when that little pop-up comes up for you, you just exit you don't even got to tweet
It is done because on their end if there is not a button that then goes hey verify your tweet
You're good. You're're golden you got the credit
for it right well they have they have a thing on there saying if you delete the tweet or it's not
visible on your timeline man so does alphabot and i have never kept an alphabot tweet up do you know
how i mean you gotta also think of the lift on this shit bro there's no one's going back through
and doing that there's really actually not even really a way uh through the i mean i guess there
is but it's just so intricate for these backdoor checks they don't give two fucks so i think there's only 700 boxes so i mean
it wouldn't really be that hard to go through 700 accounts for a day or two to make sure their post
is still up you just type moonberg into their status and you fucking see it's still there so
out of out of like 20 30 000 submissions there was only 700 people that got the box out of all those people.
So, yes, that happened.
I got contacted by the intern like two months ago.
I got inside their telegram.
Their telegram has over 500,000 people on it.
And I got on the trading terminal, and it seems like it's pretty legit.
I went on the live stream yesterday and broke some of it down.
They're ultimately going to implement some kind of weighted score so like i say influencer post
a coin and they're basically going to use i guess the money score to basically emphasize like an
ethos score if this coin and this person actually knows what they're talking about so it's
giving influencer weight based off their trading picks and their shills on the timeline.
And they have like a bunch of AI stuff like integrated into it, like trading overbought, oversold.
So the terminal is pretty nice.
It does load pretty slow, but it looks like it's going to be something.
I'm not saying the STEMI.
I don't know how they're going to give out $500.
I've never seen a project say we're going to give you $500.
It's usually like we'll give you 2,220 twenty tokens like five hundred dollars seems like a hard thing especially
the people got like thirteen thousand like what happens when the opening candle hits and everybody
dumps your thirteen thousand dollars is now like nine hundred dollars so i don't actually know how
it's gonna fucking work but all it took was a fucking claim it and then keep the post up and
maybe it's free money down the line whenever they do it but i do think it's a legit platform
i i never said it wasn't i'm just telling you you guys don't have to leave none of
these dumb ass tweets up i'm telling you that after five years and this alpha bots never checked
suburbs never checked vulcans never checked pre-mints never checked no one fucking checks
because it's a whole different api call that they gotta pay for just saying um
so once this hits submit you see the little window you hit no and that's it and boom you get credit
works on all the platforms galaxy all that just putting y'all on game bro dude like pintoshi got
thirteen thousand dollars i'm like bro i haven't seen that dude post in like 24 hours or like 24 months, bro.
And he got $13,000. So they're just giving money to influential people. They'll probably talk about
it because he got skin in the game and it'll fucking make more people come to the platform.
So I guess it's a good marketing campaign. I guess it's really going to come down if the people
actually get the money and if people actually use the platform, it has something unique because
there's like 4,000 fucking trading terminals right now. So let's make this one different than the other one where people are actually going to use everybody's using axiom so
i don't know we'll see how it goes lord did you i guess you saw it on the timeline i got the same
thing as chief right i'm not posting anything but i did click the button and they're like here you
could have five hundred dollars i'm like all right cool so whenever it comes out i'll take that and
then i won't tweet about it um but yeah also worth
noting like a lot of these a lot of these kaido farms just reply guy you don't need to make
tweets a lot of the time right just reply guy top farmers and then nobody really sees that you're
farming anyway so who the cares uh also maybe don't get a house at the top with uh your bitcoin
and then give it to the bank uh maybe
don't do that everybody uh it's kind of freaking me out like i think they're setting it up for
you know at the top a lot of people getting absolutely rinsed like they're trying to get
your bitcoin all the time right uh it's just interesting bro yo before we knew who to be
scared of and we only had one golden boy or one conglomerate one walmart now there's
a million bitcoin treasury companies to really put the fear of you into you know what i'm saying
it's like oh is there a bank run can't be a bank run this time homie if there's a real bank run
we're all we all done like it's not one guy it's it's about the domino effect all these
motherfuckers that just followed suit and started treasuries.
And yeah, it's going to be bad.
You know what's scaring me is they're not even marketing yet.
You guys like all know when you buy $20 of a snipe of a coin, you go on the timeline and you're like, I got skin in the game.
I'm going to go shill it to all my group chats.
These motherfuckers haven't even gone to their benchmark where they're comfortable shilling it down our throats using all their marketing tools like cnbc emsmbc coming to all the fucking your mom and dads at work and trying to
convince them a 401k plan you know it's coming dude and that's what's scaring me is like how
much more does blackrock need to when i start seeing commercials on the news how much more do
these banks need until i start seeing it on a pamphlet walking into my bank i'm with they have
so much more to accumulate bro and you know they're gonna market it down our throats when they get that
so that's what i'm like i don't know bro i hate timelines and like when and this and that but i
do i do think that what it looks like at the top of this cycle is like that you know it's gonna
look like a lot more people here we're gonna have crazy volume in all the places for a little bit and then it's
gonna be like the downtrend right and then people are fucking getting houses based on how many
fucking fart coins they have and then they get liquidated by the bank and the bank holds all
their coins from the dev hacks and then it's all gone and everybody just the bank's like yo
we just got 50 houses because of a coin rug you know like you know how crazy that is they're
giving us the most obvious setup for the most obvious top signal in the history of crypto i
think i think the end of this cycle will be so obvious for a lot of people here and not for the
new people once again and it'll be the first loan on something that wasn't a major like the first
mortgage that's done with not a major it could
be xrp it can be ada it can be one of those that's when you know it's over yeah at least for now it's
over when 69 is spx 6900 and mirad gets on the timeline and he's followed all these tiktoks and
someone takes a loan out for a house for house coin or spx you know what i hate that's when the
fuck all these fucking idiots here by the way that like just think they
know everything they're like marav's cooked that motherfucker was down like 90 and then that's just
sent bro i and then aura dude that shit absolutely said i don't care what caused it but uh i don't
know man i saw like uh people make fun of me for fucking like shilling the bunk guy all the time
or like oh you're glazing a fucking k ail faggot and like dude that guy has made more fucking solid trades than you'll ever make in your life
also like uh his thesis is just pretty obvious bro and true that like a lot of these fucking
coins and shit like it takes a long ass time of like consolidation at like low levels and
accumulation periods and then it gets sendy and and everybody's too rotate corny to fucking hold anything anymore bro so like
you could just be accumulating a lot of i was talking to y'all like the other day i was fucking
on the phone and for like two fucking hours talking about this whole ass space bro and it's
like it seems like the most obvious fucking bet is just like buy shit that is proven and just
fucking wait bro just wait for a long time dude and you're not gonna have to worry about oh my
god it's up 2x i need to get out or rotate to the next thing but yeah i don't know i think this phase is kind of
cooked bro but i think we go it is bear market we would be in a bear market if institutions weren't
buying like crazy amount in these etfs this is bear market it's bear market and that's why i'm
saying like when we get the rate cuts and we get retail back in here, everybody's saying like 2026, that's going to be the bear.
I think the kind of the four-year cycle shot if that happens,
because you're going to have an influx of new people fucking coming into the space
that are like the retail that we expect.
And I'm just kind of thinking like if that happens,
then it's going to look a lot more Cindy than it does look bear market
if we get retail back in here.
And like the only reason it doesn't, we are considering does look bear market if we get retail back in here. And like the only reason
it doesn't, we are considering this a bear market because Bitcoin's above like $106,000.
So I'm like, this would be a bear market. If we had no ETFs, if everything was regulated
and crypto was deemed a scam, Bitcoin would be at $60,000 right now. And so when we get the
influx of new users back in here, when rate cuts happen, 2026 is probably going to be
considered a bear market, like how Bitcoin going to be considered a bear market,
like how Bitcoin ordinal was considered a bear market,
but it's going to be Cindy as fuck for the trenches.
So I'm thinking if we just stick around,
there's going to be more of a healthy growth of this space over time.
I think the worst part about crypto is people build here for three years,
and then one year out of those three years,
the whole space goes down 99 and like how could any institution how can anybody in crypto build
anything when the space goes down 99 and now with institutions and adoption and kind of red
tech being cut I think we kind of have less of that and kind of more of a steady growth then we
have six months of a bear and then we go up again. So it's kind of like six months of grinding up, elevator down 40, 50%.
And then we kind of grind up like over time instead of this kind of capitulation every three, three and a half years.
I think that's how it's going to work out for here on out.
Now that we have these big players kind of propping up the price of Bitcoin that weren't here in previous cycles.
Yeah, man.
And like, look, dude, i wasn't here for everything but
like i've studied right and like you generally do see like i kind of agree with you where i think
we'd be seeing like a traditional 30 percent fucking nuke on bitcoin if it weren't for all
of the institutions and the banks and the fucking governments just piling in here you know what i
mean like that's what's kind of like propping it up so i
think it's like a bear market no i just think it's like a normal retrace before a full-on god
candle right like we've seen how many cycles well like i said i didn't see i'm not a fucking og like
that but that that's happened every cycle right it's just like actually different this time uh
inshallah fucking please but uh yeah i don't think it's like going
away anymore like i think people go away a lot i think the people that are going to make the most
money are the people that stick around for the next four years bro and be able to continue to
show up every for the next four years there's going to be tons of opportunities it's not going
to look the same way it is people are going to give up because it isn't pattern matched from
previous cycles you could just stay here during this revolution of crypto fucking gobbling up all the traditional
finance there's going to be tons of opportunities in different sectors of the market where you're
going to make fucking generational wealth it's not just buying one coin and you're going to
fucking be a billionaire anymore it's about being able to adapt to all the new metas and all the
news events and taking advantage of those situations
while everybody isn't here yet so that and accumulating bro like i stick with the thesis
of like a lot of these people are winning because they're patient and it's not it's not because
they're fucking waking up every day trying to find the alpha in a gc with the guy showing you
an 8k topper every day until he hits a fucking one mil you know sender and then he's like look at me i'm a
chad and then you fucking waste all your money rotating like i i do think if you believe in some
shit and you have a thesis and you know as long as it's not absolute dog shit bro you're probably
fine for like the next leg up and it's it's pretty easy to kind of like be comfy in those bags even
if they're 90 down you know like all of these things
have done that bro bonk did that fucking all of them do that and it's just like people who are
fucking washed here are the ones who are like oh yeah you're celebrating a one percent pump but the
fucking coin ordinal's rune you're fucking pups it's down 90 whatever percent i'm like right but
if i bought the bottom bro i'm up you're all fucking washed you know and then
like if you just hold for a long time it goes higher so i the whole mentality here is crazy
everybody wants a thousand x in a day and i'm just like bro we were hearing the bear buying shit
that we're like this will go higher way later and like that attitude coming back i think is like
that's how you win long term if you got the bread to just put it somewhere and wait bro and then gamble on the other shit and like you said it's opportunities
every fucking day here bro every fucking day here so if you could just be here paying attention do
that on the side and hold your conviction plays like i think those are gonna be the major winners
here bro like not the fucking hyper traders who just got here who don't have an edge like you're just getting raised so whatever
bro but higher later bro i'm tired of the bears bro you're you're on the morale thesis so just
find communities that stuck around for six to eight months that galvanize and just dca into
those get lower entries and eventually those coins will pump at one point and you're you're up bro
because you bought the bottom when uh retail isn't even here which probably you know when retail does show up they're probably going to
be following all you ogs um your bags for once so that'd be nice i mean dude listen bonk buys
game bonk guy is gonna be showing pups and i don't care which one of you faggots wants to tell me i'm
a fucking glazed or it's like there are there are giant fucking traders that are in different coins
that aren't going to talk about them until higher market caps.
Like it always happens.
Right.
So, yeah, like that part.
I'm not like glazing Murad here, but like, dude, listen, everybody here was calling him a fucking retard.
And then like, yeah, dude, he's he wins and wins and wins.
And all these people keep winning and winning and winning.
And everybody's sitting here bitching.
It's like, what's the point of bitch?
You're wasting your time.
You're wasting your fucking time.
Go make a bag, bro.
Like, go get to yapping.
Okay.
In the comments, do whatever you got to do and make that bag, dude.
And just fucking wait.
Dude, there's a guy that's an anon holder.
And I guess he's an SPX holder.
He basically had a post yesterday.
I don't know if it was a troll or not saying that his his
business uh he's a board member on this company is basically putting SPX 6900 on its corporate
treasury I'm like I'm like I don't know if this is a troll or not but like well your fucking
Iowa Chevy dealership is fucking buying fucking SPX 6900 and he's like they're doing it OTC too
it's like great they're using your wallet to fucking buy it for me my guy so i was like he's just fucking crazy dude look puff world peace is
is the first fucking meme that was in the uh world liberty fry treasury because like immediately
farmer was like yo i'm sending a fucking bag here and like i think shit like that is fucking dope
bro i don't care because like when volume comes back and we're at 200k bitcoin like like you said dude like these og communities you think they don't know how to run
up a bag you think bonk guy is not going to run up his pups bag you think fucking like murad's
not going to run up his bags like they're all going to do it when it's time again it's just
like you said dude stick around for weird opportunities in the meantime and just accumulate
bro like it's not it's not that deep it's just people don't have the patience
here and it's it's kind of laughable bro because you know if you were here last bear like you'd
know what this is like you just fucking wait you know it's not that it's not that big of a deal
bro but like people are i think they're a lot like very scared like we're toppy you know and i get
that but at the same time dude like fuck you. Like, what are we doing here? Yeah, there's opportunities. It seems like, like it is a bear market in the
trenches and everybody's just rotating because they're basically living and leveraging their
last shekels. So everybody's like hyper rotational because they don't want to get called the bag
because then they can't show up anymore. So I can understand why people, I mean, people are in debt.
There's not a lot of income to like, if they lose their whole bag, they can't continue to show up. So I can understand like the survival mechanism that
people are going through right now. And that's kind of what I'm suggesting. This is a bear market
for retail. Like people suggested that. And I kind of starting to agree a little bit more. And so when
I see rate cuts happening in 2026 and we get this fucking volume again, that's going to blow up the
whole four-year cycle. And so that's what I'm saying. Like, don't go away at 2025 when it's deemed the bear market.
I do think 2026, if we're going to get a lot of rate cuts,
you're going to see a lot of new people come back.
And it's going to feel Cindy.
So go ahead, Chief.
You got the other side is doing shit?
Just launched this an hour ago.
Let's fucking go, dude.
Yeah, it's just them, I guess, talking about the game and stuff that they've been building.
I mean, in a sense sense they got rid of every IP
Besides that right they've been focusing on other side and just the apes
um from all the games and all that kind of pushed over to far away and
Uh in that sense even uh moonbirds proof right everything
And so this is what they said that they've been working on
Uh, you can see this is fucking sick.
Yeah, like it's actually pretty dope.
It makes sense.
I mean, like I said, they got rid of everything, bro.
It's like Toy Story, bro.
Yeah, all the quote-unquote distractions.
And so this is the going back to its roots, right, of other side and just the apes being the primary thing.
You got all the information pinned up top.
But the first thing that's going to happen.
Well the rest of this year.
I guess we could say.
Is you got bathroom blitz.
You got meat at the bubble.
Other side outbreak.
Persistent worlds.
Voyager 2.0.
And then other deeds.
So other deeds is still slated.
To catch a bid.
By the end of the year depending on what they
do so maybe check it out as it's probably one of the cheaper entrances entrances into the ecosystem
anyway um yeah the the new little bathroom blitz thing it's uh there's actually a new game that
came out on steam not a new game but a game that came out on steam that's very similar
it was that right it's like little army men and you're playing inside stores and stuff
very very alike right so i'm just doing well uh then there's the july meet me at the clubhouse
which will be an upgraded bubble experience that's when they have uh all the apes that get together
and they do like one community activation right the very first one was a race
and then they've had a couple others since right um only one nft airdrop from this participation
one which was the first one for the blue helmet but in a sense still there next they got different
versions of all those games or those model uh modes that i was talking about. You can go and check out each individual one.
This is pretty cool.
The emotes menu.
Are the stickers from the telegram pack.
That's fire dude.
That's actually pretty cool.
That's cool as fuck.
This is legit dude.
This looks dope as fuck.
If I had a computer that could actually run this.
I would fucking play this shit dude. This looks dope as fuck. If I had a computer that could actually run this, I would fucking play this shit, dude.
This looks dope, dude. More to come, and then
I don't know if anyone remembers, or
just, it was a long time ago,
so, in the very first other side
experience, there was these
massive-ass codas
that you saw, and people were
trying to figure out if you fight them, if
they're on your team, or anything like that, and that's
kind of how they end this post, with basically a little coda looking at a
big, massive-ass coda, potentially as a boss or anything like that.
Didn't you get a helmet?
What?
Didn't you get a helmet for playing one of the play tests?
Yeah, the first one.
I was on the losing team, though.
But do you think those helmets might give you more armor or some special gun or something in this game?
It looks like when you look at it,
they say they're basically adding all these token standards in it,
and you're interacting in real time.
So I'd imagine those rewards you won in that playtest
would be customizable or being able to be implemented inside this game
and give you some kind of perk.
I don't remember what it was called.
It was like a blue helmet or something.
It was like a...
Yeah, I know it was called blue helmet, but I mean, I don't know, like blue...
I don't know, blue helmet.
Are those available or those were soulbound tokens?
No, you could buy and sell them.
They were selling for half an ETH right after the drop happened.
Because these are the same characters in that game, right?
It's like the robot kind of look.
Well, you're supposed to be able to have your ape in there.
It's not that the robots were just for people that didn't have apes.
And then they made it to where the robots had a screen and your ape was on the screen.
But they said that that was all temporary.
That at the end, or ideally, you'll be able to log in and it'll be a full body ape.
I think, hold up, maybe it's in other side relics.
I'm looking at the gameplay.
I'm looking at gameplay and they have like little ape coins that these people are running into like mario
coins it looks like you're going to be able to accumulate ape coin inside the game itself
yeah i'm probably going to spend it uh yeah the helmet is actually really cheap right now it's
only at 0.049 yeah this shit used to trade for half an eat uh there's nine of them listed there's the collection itself is 2.2k probably is a buy
yeah dude and what do you think like if they're if you're able to accumulate eight coin
do you think they might launch their own kind of currency in this game to be able to accumulate
inside of it i know that's been i resist the special announcement that they've been talking
about i know a lot of people have speculated they might be launching their own currency for this game. So I don't know, man. This looks very well polished.
I guess, well, this is all just highlights, so you can't really fucking say that it's good, but
the playtests seem to be seamless. And now they're kind of integrating ERC20s, ERC1155s, ERC721s,
other, and a few other standards, which means tokenized items and quests are all seamless on
chain transactions so this is all on ape chain too so this looks dope dude about time this is
gonna be fun i mean i can't play but i think this you'll start seeing people stream this and this
will probably go pretty viral in my opinion that's bullish bro i'm ready for these fucking
products to start coming out right like
i'm down i'll fucking oh you're about to get 10 ktf back
stringing you along every wednesday or every thursday for a new update that's not gonna be me
but i i will do can i be my seal in this game all right because i'll do that like there's fucking
i know other communities will be in there so i think it's bullish bro like drop the shit whatever i know all the like fuck the apes and all the bullshit they've done or
whatever but i don't care bro it's crypto if it's something cool that people can like
get their hands on and fuck around with that's net bullish right so i don't care like get me
in there and let me run around and fucking pick up ape coins and do whatever bro whatever whatever
i mean it doesn't really have board apes in it's other
side meta the players are robots you're doing ape chain that kind of seems like something around an
ape so there isn't a lot of ip that suggests this is ape but still turned off fucking typical users
that thought that board apes is kind of scammy or got scammed by him in general last cycle so
they did a good i mean this looks good so we'll see how it goes obviously chief maple story is all the talk go ahead chief i saw this this morning too this is dope well yeah
they just did a credit block uh basically you have to have i think it's like a dollar or two
worth of the token in your wallet in order to prove you're not a bot or a farmer and if you're
not eventually they uh just remove services of the game so you can't log in unless you have it it's
kind of their way to at least combat people that were just farming characters and selling off all
the gear or just running hacks and i mean they have a pretty strict kyc system anyway so even
if you are trying to move assets or anything like that it's a max 1k per day if you're not kyc'd
so kind of holding the door on that end
they're trying to figure out exactly how they're going to balance this and just in the beginning
hackers came beat all the end level bosses kind of saturated some of those higher level gear
and then now they're just trying to implement honestly it's doing well but the issue is they
have to make this a different game than the Web2 game.
They have to now take blockchain and start, you know, iterating and creating new experiences with it.
And the fact that things are provably, you know, scarce or XYZ, they're not doing that yet, right?
It's still just a cookie cutter copy of the regular MapleStory.
And with these problems problems with the hackers regular
maple store doesn't have any of that anymore right they sorted all that out years ago like
years ago right and so why am i coming for fun having a shitty experience not making money
eventually i'm going to stop showing up right So their only real pivot going forward is to start
implementing new mechanics that utilize blockchain tech. Right. And the ability for smart contracts
and then start expanding the game experience from just regular MapleStory with, oh, the
background's crypto. Yeah, that's cool. But the game experience is ass. So I'm going to just go
back and go play. Right. And then on top of that, too, it's not that the game experience is ass. So I'm going to just go back and go play, right?
And then on top of that, too, it's not that the actual game is ass,
but like I said, you can go get the exact same game that's less grindy
with a higher dopamine wheel because none of those assets are,
quote-unquote, real money.
So they give them away and stuff like that.
So as a player, you have way more fun.
You beat a boss, the whole fucking screen splashes with fucking tokens and gear and item.
And like you feel the reward.
Here, they can't do that.
I mean, each one of those items is technically $100 or $50 or $5, whatever it may be, right?
So it's just a different loop.
And so unless they implement a new mechanic or some new mechanics to make this a different game,
I think that they maybe got like six months runway to try to kind of figure this out.
Let's see if we can talk to Mindless.
Last time he was in the depths of the Arctic Circle.
So we'll see if he's got better reception.
What about Mindless?
Are you here?
Oh, man. Bro. Shitty. Shitty Wi-Fi. we'll see if he's got better reception what about mindless are you here no oh man oh
shitty shitty wi-fi you need to move you need to move to a higher ground instead of being in the middle of the earth my guy like that place is fun i know there's like zebras and stuff in the middle
of the earth and hollow earth but bro wi-fi ain't that great there you should probably talk to uh
your lord and savior to get that going i don't't know if you guys saw the Kraken just launched a new app called Crack,
which that's a great fucking name.
But it's like Venmo.
So they also on their page, if you go try to download in the App Store,
at the very end of the slide, it looks like they're going to have a Crack card.
So you're going to be able to, just like a PayPal card card or a venmo card you'll be able to load up
that card and pay crypto with it obviously we've seen these integrations and stuff it's like a
peer-to-peer payments app working globally using crypto so i guess it's like the venmo of crypto
which if kraken's doing this which is um you know a cool exchange i would imagine fucking x is right
around the corner of doing this stuff, too.
So maybe you want to wait for the X card, the X payment card, and not put all your fucking information on the Kraken card.
But if Kraken's doing this, you would imagine more apps are probably getting on board and probably going to do the same thing.
We've seen X kind of.
Well, I told you.
I explained the business model once we saw it starting, right?
I mean, they even have a new classification for this card model.
I think it was like the golden business or something like that and or like the silver business because it's technically a business account
That you just fund it says if I have a credit card and I add you on as an authorized user and that's it And then we just go through the list and add everybody in here as an authorized user
So it's all fun and games until I decide to remove you from the authorized user list. And there's absolutely
nothing you can do. There is no account to tap into because you're using my account.
You're just authorized to use my account. Even though you fund it, I'm giving you the access
key to it. So just consider that when you're shopping, right? I think that Kraken and these
bigger ones, Gemini, are a little bit safer. But when you're looking at these smaller offerings of
these cards, right, these new protocols, soul card, all this kind of stuff, no disrespect to
them specifically. But keep that in mind that the way that the, let just say infra or the payment rails work it's one centralized
account and everybody is just added under and branched off of a general business account right
and you are an authorized user with your own card on someone else's account it's not individual
accounts that are created for you etc so yeah it says across 110 countries over 300 assets including cryptocurrency stable
and fiat without the need to input bank details or wallet addresses so guys go check it in the
store right now if you guys want to go check it out i saw vfriends also is doing a partnership
with stephen curry um announcing vfriend's super sticker manga series featuring none of the greatest shooters of all time okay
bro that motherfucker is in everything bro any crypto bullshit i've seen with a celebrity it's
fucking him it was on ftx right dude it's him he's got an he's got an on-chain monkey fucking
karma card he's got this he's got they always go to this guy and he's like yeah yeah give me the
crypto money every fucking time it's hilarious bro yep so he's uh he has a card
there and uh we'll see if mindless is coming back up here bro you here dude like geez jesus christ
it's just connecting for me yeah and so just talking about just cards in general guys fucking
real quick um got pinned up to the top the ledger thing. I don't know if you saw this but just to mention
Most people here aren't I guess old enough to have bought a ledger beforehand
But if you have a ledger from let's just say last cycle
Make sure which one it is you'll know if you have the ledger nano s
I think you could only literally run like two to three apps on it.
And it looks completely different than the new ones, right?
They stopped selling them in 2022.
So that's why I said you technically kind of had to have been here last cycle and just,
oh, a Ledger, I'm going to order one.
And that's what you have.
Double check.
You'll know, like I said, if you only have two apps or three
apps, but there is no longer going to be continual support for the device. What does that mean? Does
that mean it's going to stop working today and your money's at risk? No, but it does mean that
if a new vulnerability comes out that's in the ledger stack in the future, right? You're just stuck with that. If it's in the version that you
have, there is no upgrade. There is no fixing. There's none of that. It's just in the version
that you have. There is no patch, right? If one of the apps that you're using, right? The ledger
apps, if one of those need an upgrade or an update, you're not going to be able to do so.
So it sucks. a lot of people are
pissed and talking mad i mean i get it from both sides right ultimately uh tech gets phased out
especially hardware devices uh roughly every two to three years so it only makes sense on this end
too um i mean it is another 50 60 bucks if you need to go buy a new one. And the new one is pretty updated, right?
I mean, you can fit about six or seven apps now versus the one or two, right?
It was very, very small and limited memory.
So I know most of you guys have a ledger, never used it, never turned that motherfucker on.
So probably doesn't matter to you.
If you have one from last cycle, check which one it is.
See if you need to upgrade.
If you plan on buying one soon, don't worry about it.
This doesn't apply to you.
I saw the San Antonio Spurs are adding the ledger emblem to their jersey next year, bro.
So probably see more of that.
I know that there's a lot of crypto integration into like the NFL.
I think Houston has a stadium that is like has some crypto you could buy with it.
So Texas is definitely, you know, innovating. They got Mara. like the nfl i think houston has a stadium that is like uh has some crypto you could buy with it so
texas is definitely you know innovating they got mara they got all those global
bitcoin mining things and now you're saying the strategic bitcoin reserve was signed i don't know
if we talked about that but in it fully passed here in texas over the weekend about time baby
so you're gonna ledger is gonna be on the jersey the spurs next year you would imagine
you probably see the dallas mavericks probably have some partnership with fucking nano or i don't
even fucking know the other ledgers or whatever the other shit is but uh you're gonna start seeing
that more and more often on jerseys and so nba is definitely kind of front running this you probably
see it on hockey jerseys and baseball jerseys coming into the near future so i thought that
was kind of interesting are you a d Dallas Mavericks fan, Chief?
Do you even watch basketball?
No, bro.
Yeah.
I don't really watch.
I mean, I watch shit during the finals and stuff like that.
But, I mean, I follow more or less just football, right, the Eagles.
But other than that, nothing else, really.
Because you got the first pick.
You have the Cooper flag, which is the – basically people are suggesting that he's the best NBA prospect to come into the league in the past 20 years.
So Dallas is definitely going to be on the top there. And I think the draft's like in a week or so.
So definitely didn't know if you were a Dallas fan or a Cowboys fan, obviously an Eagles fan.
But last night I was on Courtyard, my guys, and bought a $25 starter pack and fucking full ported my portfolio up to $300. I got a
Fris Ackley and Steven Carlton rookie card from 1965. I put $25 in, ripped this thing,
and it was an instant bid at $300. So 12X my money instantly. And it was fucking euphoric
fucking euphoric as shit and what i started noticing on courtyard obviously if you go on open
as shit. And what I started noticing on Courtyard, obviously, if you go on OpenSea,
c it's the top volume there's tons of fucking volume going on there but i got points every
time you open up a pack you get 30 points and i know with poly market now running on polygon doing
a token courtyard has not announced any kind of token but why am i gaining points and we all know
what points do points end really end up
in some kind of airdrop ultimately so wouldn't hurt to get on there and start ripping packs i
mean 25 or 300 that i mean i haven't 12x to anything in crypto in a fucking 12 weeks so
the fact that i 12x just using a courtyard and i have a physical asset that i could sell and get a
90 fair value instantly,
seems like something that's underfarmed.
I know 25 bucks to a lot of you is like your milk money.
So, but 25 bucks possibly could win something,
you know, and get your money back instantly
and just get these points accumulated.
When they do announce this airdrop, bro,
it's probably not going to be,
it's probably going to be stealth
and they probably just airdrop the token.
And now with Polygon kind of leading the way
with a lot of these IPOs, I mean polymarket being the first one i can't see why courtyard
would be trying to give you points if they weren't going to do some airdrop in the future so
that is though because i mean it's been the number one leader for i would almost say six
months in a row so it's like just under the radar it's like no one talks about it, dude. And, but it's getting crazy
volume. Just like no one talks about Polymarket, but it's the number leading DAB in all of crypto
and it's all run on Polygon. And then you have Quintana coming out. So Polymarket's fucking,
or Polygon's making a comeback, dude. And all their fucking, all their stuff is now like coming
to fruition two to three years later.
Yeah, they went through the Starbucks.
They did all that.
But actually the stuff that they built, people are actually using their rails to do this stuff.
And so now seeing Polymarket leading the way, possibly doing a token.
And Courtyard's probably next as being one of the top volume fucking NFT platforms and card ripping pack companies in the fucking world, dude.
It's fun, dude.
They have NFL football cards.
They have baseball cards.
They have basketball cards.
And they also have Pokemon cards
that you can do $25, $50.
They have 100 pack and they have Cosmic Pats for $1,000.
So if you guys do love ripping card packs,
definitely start getting on that platform.
You're definitely gaining some kind of point system that will probably be distributing some kind of token in the near future.
So I'm going to bring that up.
It was fun.
And that's all I got today, man.
Chief, you got anything else before we end it?
No, there's just a bet currently about Katana's TVL once it goes live.
currently about katana's tvl once it goes live uh there's 50k in kobe's wallet and escrow
uh between a little pissing contest so i don't know if it were i um since there is some money
on the line maybe there's going to be forces trying to push this up and forces trying to push
this down right ultimately is this the ethos thing you talked about earlier
this is a polymarket bet no this is a live action people kobe is escrowing that's what i said
oh so he's like acting like the broker yeah he's holding the money and two people were just going
at it on the timeline kobe does that he's done that for a couple of high-end bets uh on the
timeline and so this is just another one uh just setting the field right and in the
setting um big bet on the line i mean maybe it's not a big bet but 50k and uh they're just sitting
here and they got actual price targets by the end of christmas so if you're playing the market if
you're looking to either long or short or buy a spot or anything like that know that there are some outside influences that will
be present on this token price uh potentially either leading up into christmas or right out
the gate what is the what is the price that is kind of like the under and over are they betting
do we know like what the price is is like five billion dollars if it's under five it's basically because this is polygon and ave split
up right polygon wanted to basically the way that katana came about is that polygon said that they
have way too much money sitting inside these daps and protocols and as a chain they're not doing
anything they're not generating yield even though it's their money and then that's where katana
came about right with chain on liquidity and the ability to utilize money that's sitting there in different DeFi protocols.
So this is literally a bet based off of that, right? that the combined market cap of Polygon and Katana
would be lower than the POL, right, than POL,
one in six months.
And then the CEO of Polygon accepted the bet.
They sent over $50,000 over to Kobe, and the bet stands.
send over $50,000 over to
Kobe, and the bet
stands. If the market
cap of Pol and
Cat on December 25th,
2025, versus
the market cap of just
Polygon itself,
and then the target
is, is that billion?
Yeah, 2 billion,
2.1 billion is
what it has to hit.
So, yeah, we'll see how that plays out, dude.
I mean, as a... What do you think?
Better over $2.5 billion?
I mean, this is basically saying that Cat is not going to add anything to the TVL.
You know, because he's literally just betting on Polygon plus Cat versus just Polygon token itself.
You know, because he's literally just betting on Polygon plus cat versus just Polygon token itself.
And so if Katana does absolutely nothing and completely fails, then this guy wins his bet.
If Katana does anything and can surpass the market cap of just one single coin, then this guy loses 50k.
So, yeah, I mean, I don't think it's just going to implode and go to fucking zero.
Well, hopefully not. Or, I mean, it don't matter because we get our implode and go to zero well hopefully not or i mean it
don't matter because we get our money back before it goes live so yeah well let's submit a bet to
like my red or polymarket see if we can get like a bet like it in like on top of it maybe we can
get them to do this like on polymarket so everybody can make the bet instead of just these two
escrowing through kobe so that'll be a nice little bet. 2.5 million. See if Katana can hold that evaluation through December, dude.
I would bet.
I would bet.
I think it's really market structure.
I think that's about right.
I would say that it would probably be over, in my opinion.
Just kind of seeing Polygon and Sandeep can basically take the lead back of Polygon, dude.
I could see this being their main push use case thing
into the near future.
So I can see it over 2.5 billion in my opinion.
So let's start with the Mindless
before he fucking rugs again.
Go ahead, Mindless.
Yo, what is up?
Can you finally hear me?
Hey, you sound beautiful.
I can't believe you sound this good for this budget.
Gentlemen, I am so sorry.
Thank you for being patient with me.
I don't know what's up with
Twitter over the last couple of weeks. I want to quickly jump back to the MapleStory discussion,
if that's okay, if I may. I know it's about 10 minutes back. Yeah, bro. Go ahead. I appreciate
it. Thanks, man. So my concern is this, and Chief, you touched on it, but I want to add some
meat to the bones there. We saw a lot of this in 2021 and 2022 and even 2023 with Web2 brands and firms move into the NFT space and they do this whole marketing dance of Web3.
And then you kind of learn later it's basically just the Web2 product wrapped with this sort of wordplay of Web3,
like down to what you can do with these assets, the platforms you can trade them on sometimes, the rights you have when you buy these digital tokens.
And I've said this for a very long time
in the Web3 gaming space,
but I just want to reiterate it.
This is the same.
It's a Web2 firm that's using Web3 as a new marketing angle,
but really it's still just a Web2 game.
There's no Web 2.5.
It's either Web2 or Web3.
And I think this is just the same.
It's Web2.
So they've got KYC.
They've got geo-restrictions and geo-fencing.
There's more than 50 countries that are not allowed to play,
and the UK is one of them, and several European countries, including Germany.
So I don't see the Web 3 elements here.
I just see a Web 2 game using Web 3 tech to try and abstract middleman fees
as much as possible, where possible.
You just have to be aware of that.
My concern is that there are a lot of our friends who are playing this with VPNs. middleman fees as much as possible where possible. You just have to be aware of that.
My concern is that there are a lot of our friends who are playing this with VPNs.
Web2 games, bro, pardon my language, they don't give a fuck.
Like if you break the terms of service, they'll just ban your ass.
And all of your asses will be stuck in that ecosystem forever
because you broke the terms of service.
Just be careful with that.
If you are using like VPNs to access this stuff, when they do come around,
that ban number will hit you and
there's no way out sorry just thought it's worth mentioning that yeah motherfuckers don't be using
vpns they're gonna ban all your collectibles and be worth thousands of dollars one day so
appreciate you bringing that up listen i didn't know that people in other countries can't play
this game bro there's only like just there's more than 50 yeah then there's like i mean obviously there's the little ones that most people don't talk but
the big big names i think there's like maybe five to ten that can play that can everybody else can't
and you got a kyc i can't even k if you kyc you can't even use an address
from one of the banned countries like you actually need a KYC with someone from a
different or available address, so
It's like I said, it's good at the it's seamless in the sense of the actual web 3 integration
You don't feel it right it but it is the same game
Like it's literally the same game. We need to now the fact that we have smart contracts. Let's create
the same game. We need to now the fact that we have smart contracts, let's create actual new
mechanics that use smart contracts. And you can, hey, there used to be 50,000 of this item. Well,
we've shrunk that to 10,000 and you have to do XYZ fusion. And here's the new, the proof that
these items are burned forever, right? So it's stuff like that, that's going to actually make
this game stick because there's an actual regular version of maple story that they're making that comes out
next year in january right and it's the og remake like just remade as the og and that's gonna fuck
these guys 100 up right so just stuff like that if it's the same game and it's about fun there's a
different way and an easier way to get the dopamine hit, right?
That doesn't involve all this VPN and all these extra bullshit.
Go ahead, Manos.
Yeah, bro, you nailed it.
I'm glad you brought it back to some sensibility.
So it's not all bad, right?
It's a great step in the right direction.
It's a huge leap to see a notable gaming name come into the Web3 space,
even if it's just a little bit.
So it's definitely a win, but you just got to be careful out there.
That's all, man.
I have some friends that are doing this whole using friends' identities
overseas from people they know and VPNs to try and get access to this.
And just be careful, man.
Yep.
Appreciate you, Manos.
Appreciate you fighting through the tech issues and actually
making it up to and contributing uh appreciate you guys for coming out to tda tda appreciate
lord arif and everyone that comes up contributes likes retweets shares right shares the space
goes a long way after the space is over there will be a thread that goes out it covers everything
that we talked about use it as a reference point when you're doing your own research. Likes and
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Show some support. We do this Tuesday through Saturday 11 till about 12, 1230.
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