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THE DAILY ALPHA♻️
Recorded: June 27, 2025 Duration: 1:19:49Space Recording
Short Summary
The crypto market is witnessing significant growth as traditional finance shows increasing interest, highlighted by the S&P 500 reaching all-time highs and anticipated rate cuts by the Federal Reserve. Key partnerships and upcoming token launches, such as the Genius Act for stablecoins and the Migalio NFT project, signal a vibrant future for digital assets, despite some projects facing delays.
Full Transcription
Thank you. Thank you. yo yo yo what's up ladies and gentlemen boys and girls children of all ages welcome to the daily
alpha it's the last show of the week appreciate you guys stopping by we got the bottom right
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Appreciate all the support, like always, throughout the past three and a half years.
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shout out to y'all shout out to her shout out to chief shout out to daily alpha shout out to people
in the foundry shout out to x in general guys sticking here sticking along the way as we kind of get our get ourselves situated in
kind of what we're calling this I guess a bull market so I saw the S&P 500 stock market hit an
all-time high today which is just good because definitely feels like this uh this bull run
is definitely fueled by institutions and just traditional FI. And so I'm kind of seeing the stock market as the Bitcoin of this bull cycle.
And once you start seeing them getting all-time highs,
you start seeing them making money on the stocks.
Typically, what's going to happen is just like we saw Bitcoin hit all-time high
and that money flows into altcoins,
I feel like what's going to happen is they're going to take their profits
out of the stock market and then float into Bitcoin, which would be considered an altcoin or risk asset to
them. And then possibly that flow into maybe smaller caps. I think the risk curve for their
appetite is maybe AI coins, but it's really healthy to see the people that are running this
bull market definitely making money in their traditional ways. And I would suspect that that money will start flowing here into crypto here in probably the next month or
two. Obviously, yesterday, Trump had a speech and just kind of blurted out that they've already had
confirmed a trade deal with China and that that should be announced relatively soon.
Apparently, they had their negotiations like two weeks ago in Switzerland. Then they came to
agreement in London last week. And then it was officially kind of confirmed on Wednesday. And
apparently, there's also a negotiation with India that's coming soon. And also I saw this morning that
the EU is willing to come to a trade agreement. And so I was listening to, I think it was Scott
Besson yesterday. And he was saying that they just want to get this all presented well. And
all these announcements of where the tariffs land and all that stuff will be put into a nice little
visualization on July 9th, which is the deadline for a lot of this.
So yesterday, I guess two days ago, we saw Jerome Powell sitting on Congress saying, yo, we would cut rates if we can understand where these trade deals are going.
Basically putting the ball back into Donald Trump's hands.
And then obviously Trump responds 24 hours saying we have this all figured out.
It's all going to be announced on the 9th.
So that's definitely bullish for the market.
The fact that this is all coming to fruition looks like to be an end.
And maybe this gives enough fuel and enough data for the next two to three weeks after
that announcement happens to have Jerome Powell cut rates sometime in July.
Traders in general are suspecting that there's a 94% chance of the
first rate cut happening in September. And they're also now factoring in that there will be three
rate cuts in 2025. So I know that we had the FOMC meeting last week, had the dot plots out. There
was some people looking there saying,
a lot of these Fed boards are capitulating,
and it looks like we might even have just one
just in September.
Now with these trade deals actually looking
to come to fruition by July 9th,
we are looking at three rate cuts in 2025.
I put a bet on Polymarket yesterday.
I think it's a 20% chance of the first rate cut at the end
of July. I'm not going to make a lot of money. I think it's a hundred bucks if I win, but that's
my bet. It's not priced in, but if we do get a rate cut in July, that's going to be huge. Maybe
July, September, October would be three, or maybe it's September, October, November, or maybe it's
October, November, December. I'm not sure, but
three, we're running out of months here. We're in the middle of the fucking month. So we have
six months until the end of the year. And so where do these rate cuts come? I know there's
not an FOMC meeting every fucking month. So these do need to be coming relatively soon,
which will bring possibly some sensibility to the market and possibly bring some more risk into the market and liquidity in general.
So pretty bullish yesterday. All this stuff is just made for TV.
Obviously, July 4th, Independence Day, July 9th, like a lot of this stuff is going to be televised and circulated.
And and it's going you know, they're waiting for the right moment to pump the market
and that's something that i've noticed with since trump came into office is they are very very very
aware of the market dynamics when the markets are closed when jerome powell speaks when these things
are happening to kind of release what they're going to talk about to kind of make even on the
weekends bro a lot of his biggest announcements have been on the weekends
and i mean not to say that that's trying to give an entry and for people to make money but it's
just one of those that i think in his mind it's well more people can hear what i gotta say on the
weekend because they're home and they're not working or whatever it may be kind of logic or
fallacy in that but most of the biggest kind of news events that we've had at least over
these last let's just say two to three months have all fallen on the weekend either a Saturday or
Sunday yep he's uh basically wall street we're gonna let people in crypto eat off this
news and we saw it I mean when the markets were closed during the bombings what sold
off the quickest it was Bitcoin stock you know, didn't even move
because it was closed the whole weekend.
And like the crypto market is the only place
people can vent their mental frustration
or their mental euphoria.
It's open 24-7, seven days a week.
So if you're going to see how the market
is responding in real time, it's the crypto market.
Did you see, just saying that too,
it was interesting, I mean, talking about 24-7 market did you see uh just saying that too it's interesting
i mean talking about 24 7. did you see iran is block that and they said that they no longer
offer the ability for 24-hour sales or trades of crypto it now works as traditional remember how
they got hacked like north korea yeah during the bombings right um and all their crypto got drained well their exchanges
now actually have set times and uh i think it's like just a regular nine to five that you're
allowed to interact or transact on crypto very yeah i'm like i don't even know how you really
can do that to in a sense but yeah it is it is there. I think it's bearish.
I mean, we're having Robinhood CEO coming on to mainstream TV
and saying that crypto is going to eat away at traditional finance.
And my view of that is what he's saying is that
the stock market is an old way of doing things
from nine to five, Monday through Friday.
And that stocks will be traded 24-7.
If the stock market doesn't get in line and do it,
then we're just going to mirror those stocks and trade them 24-7 on crypto rails. So I just feel
like that's an old way of doing it. Obviously, there are benefits of that, but there's also a
lot of just like risks in general for doing that. So we had also just some kind of more kind of
under the radar news was Bo Hines was also in Congress saying Bitcoin is digital gold.
It's the U.S. best interest to accumulate as much as we can possibly get.
Executive Director of President Council Adversary of Digital Assets.
If you listen to this speech, he says, I'm very aware Trump doesn't want this to be used on taxpayer dime.
doesn't want this to be used on taxpayer dime.
And that if we could find ways to make money
or use money to buy this,
we have enough smart people in this room.
I think we can get to figuring this out relatively soon.
So when he says that we are going to basically figure this out
with the people in this room,
how to accumulate Bitcoin
without using taxpayer money relatively soon makes me
think that they're kind of working on this strategic reserve that the united states has
been hinting at for the past year and a half so wasn't it loomis that said that she's found some
things that they can start selling and liquidating to specifically buy bitcoin i don't know oh yeah
i think it was talking about
gold or something but yeah i just saw that article recently of her saying that like
they've located where they can start this whole bitcoin reserve movement and like things that
they can now sell to start trying to fund that i mean i don't think they are really just going
to go out and start selling gold bro i mean you get kind of an uproar, but some type of proxy.
Well, because remember Cynthia Loomis back in like February said,
we've got to get this stablecoin deal passed first.
And once we get that done, then we can focus on the Bitcoin strategic reserve.
And it looks like, you know, crypto czar David Sachs' July will be the biggest month
with the bill signing of the Genius and Clarity
going to the Senate. So it looks like the Genius Act, which is the one for stable coins and all
that, is going to be signed sometime between July 4th and July 9th. And so now that that's out of
the way and that's just getting Trump's approval, then now like Bo Hines just said, now we can focus
on accumulating this Bitcoin. I'm not even sure that they're going to even announce doing it.
I think that they're going to still buy this so they don't get front-run by other countries that I feel like have already been steadily accumulating.
So I don't think we're going to get like a big announcement.
We're finally going to start accumulating Bitcoin for Cedric Reserve.
I think in probably the next probably week, they're going gonna start accumulating this under the radar through otc and then you'll probably see once
they're like halfway done or 75 done say yeah we we've fucking been accumulating for the past six
months and then that announcement gonna look at ross's stash and be like damn bro cost of freedom
appreciate you you know and i mean what what would you rather you want to do life
or you want to just i mean you weren't going to get this shit anyway it's either you don't get
it inside or you don't get it on the outside so you might as well just not get it and be out
then not get it and be inside right so have have a good day enjoy some chick-fil-a and
be about your business sir yo what up our what up
brother our killing bj bj bj brother how we feeling brother i mean it's friday market's looking
healthy i mean we had the s p 500 fucking hitting all-time highs i just cannot see that that goes
all-time highs and bitcoin doesn't at least get a bid here relatively soon. And the dollar going down to the all-time lows, right?
I mean, we're at a three-year low now, right?
Not only has the buying power gone down significantly this year,
but it's also at a three-year low just in terms of relative strength.
Yeah, bro. I'm just hyper-bullish, bro.
All-time fucking crazy new all-time high
band a year in my opinion but well short term looks good too right so that's pretty sick
fucking we got dog on crack in this morning there was it's actually kind of funny like our june
uh he had posted that like dog was the first brc20 ever and then a bunch of people were like
brother it wasn't even a brc20 what are you talking about it's pretty funny just a bunch of people were like, brother, it wasn't even a BRC20. What are you talking about? It was pretty funny. Just a bunch of runes heads.
There's like three of them.
Look at that chart.
I mean, this is the shit that I've been saying.
And people try to pretend and just, oh, no.
What do you mean?
We need to be able to onboard.
I said the shit yesterday that this is not the catalyst for runes.
I don't know.
It's not the catalyst for BTC fungibles.
Fuck the runes thing.
I'm not bullish on runes. I'm bullish on on meme coins on bitcoin and that they'll have a run but this is
like one little thing uh it's cool and like shouts out to leonidas and you know the fucking dog army
blah blah blah blah like they've been working their asses off but this isn't like it's not
like this happens and then rune june ignites i think rune june is pretty lame um but it's cool to see right um that part but yeah it'd be nice if they would have done some research before making
a big long thread they may be like no one's solving the getting people to buy issue like i
mean what is that that's literally the fundamental thing in all of this is someone else has to
actually go out there and be like yo that looks cool i want to
buy not yo that looks cool i'm gonna go sell everything that we do is to be like yo this is
a badass way for you to sell but if you do want to buy you can buy too but i know that's not what
you're thinking like you see what i'm saying that's the that's the the disconnect here is that
how does this any of this bring excitement?
Like, we're listed on Kraken, I'm going to go deploy 10K.
Oh, well, it's a way to onboard normies.
Okay, what normie is going to buy that chart?
I mean, that's just one of those things that, let's be honest too,
if you want to onboard someone from outside of the ecosystem,
if I'm a trader, if I've never looked at Bitcoin fungibles ever,
if I look up that chart, I not touching it i'm not i'm confused where the fuck did everyone where did these tokens come
from that they're able to dump there's not even an opening green candle it's all red so now you
see what i'm saying it's like so perception wise you're now burned like that token to me is burned
i'm never gonna go back and look at it like, yo, I checked it out.
It was fucked.
I'll wait for the next one that comes on.
So that's one of those things, too, that I think about like, yeah, you do this onboarding.
Yeah, the retail side.
But you bring a retail trader who's never seen Bitcoin fungibles or anything like that.
You're like, yo, you can buy coins on Bitcoin.
Check it out.
They're going to look at the chart.
The chart looks like literal dog shit.
They're not going to buy it.
No one cares.
Oh, well, it's available on Kraken before you had to go to Magic Eden.
And side note, I think it's like 30 sats cheaper on Magic Eden than it is on Kraken.
So GG's on that.
Go pay fees and enjoy your retail.
What about the crack app?
The crack app's coming out.
Maybe people can now send dog directly to people. Yeah, absolutely peer so that's like out and they did that'd be a
newer way i saw they did a giveaway or whatever where they they dropped somebody some dog so like
you can send it through there i think it's net bullish right like this needs to be everywhere
and it's like builders need to build i don't know i'm more excited for like arch network and like
other things that are happening coming to like BTC fungibles.
But it's in my opinion, like they just need to end up everywhere, like on Coinbase, on fucking Kraken, on everything.
But like motherfuckers being like, oh, this is going to be the Rune June God candle.
It's like, no, it's not.
You know, it's fucking everywhere that people don't buy the newspaper.
Well, I know.
I'm just being honest with you.
Distribution is not everything. There has to be be demand there has to be product market fit like let's be honest bro it's not just about
being everywhere this shit pumps i'll be real with you i've been saying this everywhere i've
been going i don't think that runes pump until fucking bitcoin's like 150 200k and then we go
into a silly season like i don't think that now is the time i think rune
june is a stupid ass copium psyop like it's just not it's not time in my opinion right like i think
it's bullish that there's fungibles on bitcoin i don't care like what the end game ends up being
but it's gonna take time and like i i don't know man i'm bullish on buying tokens that are like
consolidating and just have been like an accumulation mode for a long time i'm not so bullish on being like this one announcement is going to send rune june it's
like rune june is also rune june just sounds gay bro i'm sorry it's fucking i'm tired of hearing
the 13 people in room that's why it's in the pride month it's you're right dude it's crazy
like my point is is like i'm just gonna hold the tokens that have been proven for a long time and then yeah i'll be right when bitcoin is fucking 150 200k and then
we're in silly season again but until we have the volume overall in the space who the fuck is gonna
send these runes so everybody who was screaming rune june is right i hate runes i hate runes but
let me just take the other side of this now that it's
on a sex it really doesn't have the nft factor of it where you have to buy a buyer and a seller now
it could be sell and bought and sold just like a regular token and i mean look at a lot of these
meme coins spx 6900 and looking a same like a fucking same looking chart until mirad came
around and and it pumped the bahala out of it. So now that is just
the coin on a centralized exchange, all it takes is one KOL. It already has a strong fucking
community. I mean, you can't deny that there's a lot of people that are dog holders. So all it
takes is just a little more exposure, one big KOL to pump this. And now people don't even know it's
a rune. They didn't say it's a Bitcoin on bitcoin on me they go on kraken and they just buy it like any other token like spx leo's punching the air
bro hearing you say they need a big kol he's like what do you mean i mean real though to be honest
like look dude i respect the fuck out of leonidas for him working the bag because like not i'm not
gonna lie like a lot of people just haven't that well and like he's doing his thing whatever but i
agree like we need big kols bro like people clown on uh on me and like other like bag workers for you know like reply
guy and bonk buyer bonk guy or whatever reality is is like bonk guys traded better than all these
fucking people who are clowning us and like he he fucking is a huge pups advocate bro he's just not
gonna shill the shit until like i said it's fucking silly season again because
like unfortunately it's just not none of these are gonna pump like crazy right now that's been
my opinion for a while like i'm very long term on this shit um but all these people are like oh
we're going to fucking cracking that we made it it's like brother like job's not finished bro
um but yeah whatever job's not finished no i agree because like what is the the downfall of
ordinals i guess it's it's a it's a
pro and a con is that it's very expensive to fucking to get into ordinals mint ordinals or
mint runes in general and so like oh let's bring a new one out like well for you to get listed on
a centralized exchange you need to show a lot of metrics so like obviously all the charts of all
these runes that actually get on they're gonna have bullshit ass fucking charts because runes have been fucking the downtrend since they've been launched.
So I don't think it's so much about the chart.
Now that it's on a centralized exchange, it's about the community and about the influencers rallying around these tokens that have bad charts.
And now that it's traded like a regular coin, maybe it could have some more volatility in the upward direction than in the downward direction.
Like, I'm just trying to steel man this on the other side as some pros since
everybody's so con about it.
So I just think it's a, it's a good development.
It's, it's a right.
It's what we've been waiting for is like sex listing.
So just having the first one showing proof of concept,
maybe we can rally around more exchanges doing something similar.
And maybe this is just like up only season for,
we hit a bottom on some of this.
And I, I think pups is probably next if I had a guess.
I would have to look, if you look at the Pups chart, it's like I like things that are just slow for a long time.
And like if you've seen it, it's definitely an accumulation mode in my opinion.
And yeah, like this is just one little thing.
It's not as big as it is.
Like I know a lot of people are down bad and this is that and the other.
I fortunately am not one of those bag holders who is like just sitting here waiting for an exit pump like most people who were early
to runes actually made money believe it or not even though everybody shits on all of us so it's
like now it's like time to buy like i've acquired more pups around these levels like i i do believe
in a gigantic pamphu but i i don't think it's anywhere near right now that's why i've just been like okay rune june is yeah so i don't care to buy though because there's no reason to buy yet that's the
thing like there's a lot of new cool ways to sell there's still not a bunch of new people that want
to buy yet so i mean why are we buying just to buy to accumulate for the uh like accumulating
proven runes that are at the bottom i think think is bullish. Like I wouldn't buy dog here because it's been pushed so fucking hard that I'm just like, okay, like the ROI doesn't make any sense.
But like acquiring more pups at these levels makes sense to me or like gizmo or like other shit.
That's kind of like lower cap that like when runes have a true like pump season, which is not this, you know, like they're going to go up and there's more ROI there.
So I do think that there's more roi there so i do think
there's opportunity to accumulate but like it's not a full port type situation it's just like okay
like i have some extra money i'm gonna throw it in here and i'm gonna forget about it until like
you know silly season 150k alt season fucking bitcoin dominance dropping all of that shit
but for now yeah dude like i i just want to hold for a long time i'm
not worried about like one little catalyst that's supposed to send all of our bags bro like that's
not how this works it doesn't you're right and like we're here every day so we'll be able to
see kind of the momentum the people talking about it more we'll see the first god candle
and i'd rather wait for like a 10 to 20% upturn and just room value in general before I buy in than just trying to predict it.
That's what I was about to say, bro.
And just size that 10% up than sit here and play this little fucking fakeout game over and over.
I mean, like I said, I like the idea of the ecosystem.
I'm big on the fungibles aspect.
I like Billy.
I like a bunch of just a handful of these organic OGs that made it through.
bunch of just a handful of these organic OGs that made it through, right? But I still, once again,
I mean, as a trader, there's no one behind me. I'm sitting here lining up to a store,
and I'm hoping that the store gains popularity again, and the mall's empty, fam. So unless we
get either a new location, or the mall gets a facelift, you know like there's no reason people come to the mall
right and that's the thing you can offer as many free gifts as you want but i mean once the free
gifts are out once the you know the whoo you know it's gone so that's the thing i'd rather the mall
be full and me have to fight wait in line for a spot but once i get a spot i size in and we know
we're good than to play this fake out game because what we had fake outs all month
right i mean tokens are down yeah tokens are down in general i mean pump fun got passed by hyper
liquid for the first time like pump funds weekly volume at a nine month low and of course pump fun
motherfuckers know this and guess what this morning they launched their fucking app and then five minutes later fucking moonshot launched a coin creator inside their app
so i'm thinking that the bottom's in on pump fun now that i went onto the app itself the pump fun
app it is legit it the ui is on your phone yeah like now you could trade pump fun and have all the same features you
have on axiom on your fucking phone so like say that a dev launches a coin you can go follow that
dev you can create group chats they have a new feature on there where it kind of shows the ratio
of where the all-time high is the the trending coins you can see feature coins they have news
on there of tokens they have live streams everybody
launching coins there's a live stream on there you could create group cats you can follow the
dev and fucking message him when he fucking rugs his coin yeah i can't believe i'm saying this but
i'm bullish on dancing eddie and like other streamers that are on there like i definitely
am paying attention to this whole meta like i i think they're very there's a few very undervalued coins that you know i think that pump fun is just going to crime upwards in order to like pump their
streaming platform like it's it's very tempting for people to go stream there when they're seeing
creator rewards being farmed uh just through being on pump fun and streaming there and you
could multi-stream elsewhere too so i think uh they're definitely gonna push the whole streamer meta so there's probably a few good creators I think that's what
Eddie was talking about uh when when he like probably a couple months ago he said they had
a couple meetings with the pump fun team and we were talking about that right like what is the
end goal is it attracting um crypto users to launch tokens right or is that just a feature aspect and the um primary flagship
item right is the the streaming and he said that that's really what they're trying to double down
and offer as the the primary offering right as the mvp is a streaming platform that you can then do
xyz with tokens and attach to it create kind of a creator economy around it so yeah it's pretty
bullet i think this is this this is a start like they need to launch this app before they could launch their coin
and i can already see like a swap feature in here you can already deposit soul right now and then
it's like like i think the big issue would just pump fun you have to be an incel you have to be
staring at your computer all day long now with all the features on here from bubble maps to you know
now they have group chats of each coin.
So like instantly there could be a community formed instead of doing it all
on Twitter all the time.
I think PumpFun, this app,
is going to take a lot of that content away from X
and is now going to be start formed over on PumpFun.
And you're probably going to see some, you know,
people grow their following on there.
They have followers, you have usernames you
have profiles you have dms you have news you have live streams i definitely think this is going to
compete with just like meme coin degen's attention and i feel like there will be content and community
and new influencers built over on this on this app dude so i would definitely look at it it's
definitely like if you are someone on the go, it's definitely the way to trade. Like fuck Photon. Axiom's great, but it doesn't have,
it's only a web version. This is just, this is one of the best things for meme coin training
if you're doing it on the pump fund trenches. And then obviously Moonshot just created,
you could create the easiest way of launch any meme coin with apple pay now
so download moonshot tap create upload your meme and launch once you reach a one million dollar
market cap in your coin bonds it's eligible for preferred verifications and home page exposures
to millions of users each coin has a 0.5 fee pre-bonding and a 0.3 after bond earn up to 50
of all your fees on your coin track your coins on the create tab
and see a new coin you're creating so i'm wondering bro imagine when people start selling dope with
meme coins like the charge is literally just straight up and to the right because it's only
buys the only person selling is the dev so you know i was on the live stream there's a guy live
streaming while he's cooking uh and has a stream. There's a guy live streaming while he's cooking and has a coin launch.
There's a guy live streaming fucking cutting hair.
So you're already getting close enough.
I mean, who says you want someone live streaming cooking crack?
You know, like it's coming.
There's like an old guy who's about to live stream his wedding on there.
Maybe it pumps during that.
But, yeah, I'm 100% bullish on this fucking goddamn product that has made a fuckload
of money here trying to like branch out and really improve the streaming side of things
because like yeah like i said i think there's some couple tokens that i can probably like safely put
some money in and just wait because like yeah they're they're not really done promoting that
and pushing it and really like getting these streamers like out there i don't think um so yeah probably something to look at bro i'm not gonna bet against pump fun that's
fucking retarded when they've done all of the volume this cycle dude like where all the
competitor launch pads came died and they're still just here again and they're like all right cool
now that everyone's back to us let's continue i'm kind of interested i have to do more research if like this fragments meme
coins in general like will pump fun tokens that are trending on the pump fun be in the moonshot
fucking app and will the moonshot coins that are created over there would that be trending on pump
fun so i have to do more research on like how this works now that you can do these on moonshot
is this going to fragment these meme coins onto
basically these apps and kind of like be their own chains now right like no they're all they're
all aggregated through jupiter and jito yeah okay i was wondering if there would be competition
like there of like hey we're not going to even show the pump phone ones on our moonshot and we're
not going to show the moonshot ones on our pump they don't give a fuck they want fees they don't care if you launching with them they want you to trade and they want to eat
some fees off of you and every token you trade they want to slice you know if you launch with
them cool extra extra fees but they're they're really just there for the actual like fees the
raw fees you know yeah and i think the last one i'm going to bring up there's one on eth called click um it's basically the pump fund of ethereum they basically just announced deploy
on click you can basically deploy eth tokens using uh twitter now um so it's a brand new
eth protocol they had like erc 6900 there's a bunch of them that have been launched if you look
at the ethereum transactions in general they're up in price because a lot more people are using this platform to launch
ethereum tokens now so there's a new one on ethereum too called click you guys can take a
look at um i did a write-up on our discord on it what up jit what up bro yo just wanted to uh
give a psa that umonshot has higher fees
they don't even have an airdrop coming
for their users.
And you have to KYC.
So yeah, use Cube Exchange.
ARF.
ARF.
ARF.
Yeah, there you go. It's higher fees, but can you create
a fucking meme coin with Apple Pay
on PumpFun fun oh my god
i don't i'm probably tomorrow you know what i mean i i just i don't see like moonshot overtaking
pump fun on like the launch side of things but i mean cool i guess you know i i think the last
thing we need is another launch platform moonshot was the cabal play that's really it the only
reason why like moonshot has like no users right like
so moonshot and slingshot are pretty much in the same category where they're like kyc platforms
super high fees they don't really have any type of reward system to reward their users which you know
is important for crypto people um and uh you know all of them basically the reason why either these companies are talked
about is because they got like all these kols in on angel rounds that's it um you know cube can go
ahead and do the same it's same same thing with mega eth why do you think mega eth has all this
hype it's because basically every major kol on ct got in on the echo round right and you know this
is you know we'll see how that plays out in the long run right um but you know if that's people
need to people need to understand that a lot of these projects are really just hype driven from
people who are just actually invested in the product in a private round that
public people can't even get into welcome to crypto where the majority of people why they are
fucking bull posting their bags is because they have bags in it it's just we're talking about
coins and these people are just getting investments into fucking seed rounds and that's why they're
bullish i mean that's pretty much how the world works i mean look at what fucking moonberg did
yesterday what do they give fucking 1313,000 to the biggest creators?
What do you think those people are going to do?
They're probably going to bullpost it.
Who did that?
Moonberg.
Oh, bro.
Every time you say that, I swear you're saying Moonberg.
I'm like, yo, Moonbergs?
Moonberg.
Maybe I need to fucking say it different, man.
I talked too quickly.
But you did mention Meggie Eath.
We have a massive fucking cooker tomorrow.
Miglio.
Gonna be fucking, I have already seen the fucking trenches
saying they're getting their bots out.
I've seen motherfuckers that were on Barra Chain
are now capitulated to Meggie ETH saying that they're scooping
all the Jeters at .03.
But yeah, if you guys are around tomorrow,
4,444 supply kicks off at 11 a.m. Eastern.
5%, which is 222 Migalios, will be airdropped to the Treasury.
Phase 1 will be 30 minutes later.
It's for Milady holders.
150 spots, one per wallet.
Phase 2 is 30 minutes later.
It's GDT and Migalio test nets.
Holders will be taking a snapshot. 100 major collabs, up to 1,800 spots,
three per whitelist, .025.
Phase three is first come, first serve for bad buns.
That's 1,000 spots, two minutes per wallet.
Phase three, 30 minutes, first come, first serve for Megalio friends. That's people in the foundry.
And then phase five is public.
So you guys can go on kingdomly
app and put your wallet in there and check if you what phases you're on um i think i can up to
yeah i think i'm gonna get on this but uh man i if you're looking for confluence there is definitely
confluence on their people that miss bad buns are saying i'm getting exposed i need exposure to the
mega eth i'm mitting the fuck out of this i'm getting the bots out i'm scooping on secondary so if you're looking for a cooker
tomorrow on secondary if you can't get on these whitelist phase i think megalio is probably the
next mega eth nft based off all the degenerates kind of uh viewpoints on it that i've seen so
you seen the same thing chief just like all the all the chats are just fucking going crazy and saying i'm underexposed yeah um
they're shiny as fuck i don't know how they did they look like they're like wrapped in plastic
or some little shiny ass mladies bro you know but it'll be cool no one cares about the art art
looks better when the price is higher right um but yeah that's a that's a good one and then i
think we have so fun.
This is on ETH, right?
What?
This is ETH regular mainnet, yes.
Oh, yeah, okay.
Just wanted to make sure everybody realizes that. You don't have to go get tested that fucking meggy.
This is on ETH.
Kingdomly app's pretty dope.
I wish more protocols of this.
It shows you the overallocation on each round.
So once it kind of hits hits you guys can see it and
shit on the app so i know a lot of people don't use kingdomly i know a lot of people are using
mintify right now so definitely get used to the ui over there if this is your first time using it
to mint so go ahead chief i don't even talk about uh so fun real quick no i was just gonna say the
next one after that is just uh we had the the sofa on mints right so what is up with that they
pushed it back uh nameless pushed it back to the second.
And then Romiliac's maker said, ha ha, fucker.
You thought you were going to make us go first.
We're pushing back to the fourth.
I don't know.
Oh, they just pushed it back?
Yeah, just before the show started, they pushed it back to July 4th.
37 minutes ago.
That's crazy.
Yep.
SoFund has actually been funded a little bit i don't
know if you i was looking through the comments after the show um i think there's some people in
the in the group that was talking about that hedge empire game is basically a straight up rug
the first one that was launched by the first like defy game i mean welcome to fucking defy ponzi
games but a lot of people say they can't even they don't even give out money for their weekly fees and that a lot of the tokens are locked so i don't know if like
internally so fine like if you're in the trenches of so fun people are just like not really sure we
have enough bull posters enough people hyped about these so we're gonna keep continue pushing
these back and you got the team on a media tour partying and making content you know and so like
that's cool.
Well, I saw, like, Nameless was first, right?
And it was like, all right, we're going to go first.
And then they push it back to the second.
And then that would put Remilius Maker first.
And then Remilius Maker is like, ha, yeah, right.
We're going to back two days after you. So they're kind of just by their confidence.
That confidence makes me, like, that isn't a great confidence level to me.
So I don't know if these cook or not.
It was kind of hyped maybe like a month ago,
but with like a lot of these things backed by Sofon,
one, the Hedge Empire is not getting a lot of volume.
There's some fucking FUD in the chats.
And then they have Angelical Kingdom,
which I think is a small supply.
And then these two are basically going to kind of...
I listened to the AMA of the Angelical Kingdom.
I think it was like two days ago.
What did you think?
It said that it's going to be like a small collection,
I think in the couple hundreds, less than a thousand for sure.
I think it's 555.
Yeah, those are like the Genesis.
And then ultimately the characters after that will be free
and they'll be soulbound.
So people will be able to play the game for free.
It'll just be a soulbound character.
And then you can sell like the gear and the money that you earn and shit like that.
But the actual mint for the NFTs themselves, it's a small supply mint.
No price disclosed yet.
So we'll see.
I suppose I'll talk to them a little bit more later on next week.
Yeah, I think the SoFan Foundation has an incentive here to make sure that these collections don't fail.
Because just imagine your first NFT collections fail to mint out or they mint out and they get fucking flushed to .01 ETH.
That's not going to go great for the rest of your fucking chain.
So I do think the fact that these five projects were SoFan backed, that there will be some kind of foundational support of these NFTs by sweeping and just making sure that these get off to a good start so it doesn't kind of collapse the sentiment and momentum that they've had on the chain already.
So hopefully for that.
Hopefully for that.
You never want to bet on that kind of stuff.
But you've seen that on Polygon back in the day.
Sandeep and the team swept Utes.
You see these with these foundational NFTs. There's a big incentive to make sure these have high mint
prices so it continues for people to build there and don't move on to the next shiny chain so
there you go yappio it's on arbitrum does anybody care about arbitrum anymore
there's free money the timeline's been crazy i don't know if you've seen it, but my timeline has been littered with this.
Pre-sale details came out earlier today. At least shout out to the team for the reaction time. Right.
I mean, I think within an hour or so, they came back and they try to remedy the situation.
Original is obviously what was quote retweeted, right?
Original is obviously what was, quote, retweeted. Right.
Yappio details are out.
All first come first serve.
No tears.
No time windows.
Everybody enters at once.
The only edge is where you're ranked on the leaderboard.
No games, no delayed.
You're either early or you buy late.
Check your status and keep yapping.
What could go wrong? Yeah yeah that means that you guys
just got fucking cooked whoever was sitting there twerking on the timeline going hard
i mean first come first serve there's bots in every round i'm gonna just tell you that right now
people have access to bots in every one of those rounds so it's not saying that it's going to take
all your cookies but if it's first come first serve they're probably going to take all your cookies you know so uh they went back did a post uh an hour ago and what they're
doing is they're adding time lock windows right so that way you don't have it just like boom it's
all gone and done so it says dear yappers you've spoken we've listened to keep it fair we're adding
time lock period so you can secure your pre-sale spot without the leaderboard chaos.
Didn't make it yet.
There's still time to climb.
Keep yapping.
This is officially backed by the Arbitrum Foundation.
Similar experiment like we've seen with Laudio, right?
Should do really well for, obviously, the people on the leaderboard, etc. And the people that have tier one right at the pricing that they get.
And then, you know, it clearly just dilutes based off of size.
So I can definitely see this probably being a two or three X if you're on that board or if you get to participate.
Shit, even if you get into the first come first serve round and and three right that's open to all probably two to
three extra money there so yeah i mean just people anybody is this on arbitrum you have to buy like
arbitrum eth to to buy and sell this like let's say i wanted to buy the coin it'll probably be yeah
okay so just a little learning curve there i don't know if that's something people are comfortable
with since this is just like hey come over to this side of the fucking internet.
Never been here. There's a lot of KOLs talking about it.
Yeah, like when you click the page, it says on Arbitrum. So you probably will.
So what's the decks for Arbitrum? Can you just use Uniswap?
Yeah.
Okay. Okay. I'm just trying to figure out if people like this.
Like, I would not suggest you guys go chase this. Like, if you get it on the leaderboard, just let it go. There'll be a lot more opportunities.
Maybe that's the friction that you need for it to pump. Maybe I'm just fucking mid curving the
fuck out of this, but not a lot of people use Arbitrum. A lot of Arbitrum fucking projects
have moved to Sonic and moved to other chains because there is no user base here. So the people that are going over there are native, are new, probably don't know how to
use the tech. And so it's just like an opportunity and it's just like the new shiny thing. So if you
are someone that's looking to chase this token, I would recommend not doing it, but maybe that's
just the friction that you need for a pumper, right? Maybe this is the first Arbitrum backed
fucking meme coin that the foundation backs and they pump it to all fucking shit. So maybe the friction's bullish. Maybe I'm
just mid-curving, but that's my views. I mean, at the very beginning, they said they had a
partnership with Cato and that got a lot of people interested. Like, oh, this is the next
Laudio. And then fucking Cato never basically officialized that and said, yeah, we are not
associated with that. So that would make me
kind of fud it out a little bit and didn't pay attention because that's typically a red flag for
me when you're trying to associate yourself with a not shiny thing. But the fact that the
foundation's backing it, obviously this could be something that kind of is the first mover over on
that chain. So we'll see how it goes. And that Kato, it just continues to fucking rip out fucking
collabs. I think they had one with like Nier Protocol
Last week, now they have Sonic
They just announced a collab with Sonic
So if you want tokens for the airdrop
Just go do some fucking talking
Reply to the yappers on the yap leaderboard
On Sonic
And it looks like you'll be able to get that Sonic airdrop
I know the
There's like I think fucking 80 projects on that board if i'm sitting here
really picky and choosy with this shit bro like i've maybe done i've maybe done four of them no
i'm just think about it from the other side right if i'm an operator if i'm in charge of the
marketing spend hey it's me versus 80 other projects that are all dangling the same style carrot in front of someone's face.
I'm probably going to get the same kind of bullshit that everybody else is getting.
And they're just going to implement put project name here.
Right.
Which is a lot what we're getting.
And we're not really going to get what we're trying to achieve.
Conversions.
Anything like that.
Right.
So it's like.
I don't know. i see it as a
it's an ad spend right you're buying advertisement you're not buying sales or conversions but also
when you're doing ads you don't want to compete versus 80 other ads and you get hey did you see
my two second commercial did that did that interest you you know it's like that's what
you're getting now so maybe bad timing my opinion, when the board slows down.
Or maybe the board will never slow down and this is just what it is.
You know, but that was just something I was thinking about.
Because the cost is $150,000 to get on that board.
And there's roughly about 80 projects on there right now, pre-TG.
What are you looking at, ARF?
What are you looking at? You what are you looking at you're
the one that's fucking meticulously fucking looking through these boards which ones are kind of
are the diamonds in the roughs and the ones that you're trying to reply guy to yeah to be honest
like i'm not doing any of them right now like the last one i did was the magic newton one which was
a cooker and then the wayfinder one before that was the same thing so fun was like a pretty decent
thing to do i think um. But yeah, other than
that, I'm really not like tapped into much of it. Like the, the near protocol thing, I don't know,
they're giving away like money to top yappers. I don't feel like competing in that. Anything I can
do that's easy. And that like, generally, if they have like their own platform that like has already
had people farming it, you could usually get a bigger airdrop than them um so yeah i don't know like i said last
one magic newton was like okay there's something that people been already farming i could just
reply guy the top 10 fucking yappers and get a bag and that worked um but yeah i'm waiting for
another one honestly i'm not really like actively too worried about any of that right now yeah i
think now would like obviously when chains are coming on there there's already like
big communities and influencers that are already talking about sonic they're probably going to get
a lot of the attention so now that the big chains are coming out and just not projects maybe this is
a good time to go down the mindshare curve and actually start farming the fucking protocols that
have lost a majority of the mindshare that's not a bad idea like if you could stand out and get some like there's also like a just for me tab um like skate was on there i kind of wish i did that one
but it's like that ends the 30th so i'm not gonna try but i'm keeping an eye out though you know
what i mean and if it's something that's cool that looks like people will be like oh wow and
if it has like ai involved i can usually assume there's going to be some kind of pump at the
beginning and you can cheat i still think it's all bullshit because you're not getting users. You're just gonna make you take a quiz, bro
They should make you take a little quiz
So I can use chat GPT and fucking pass the fucking quiz like I do
I'm not like if it's a timed quiz
I don't think you're gonna be able to like yo, what is this protocol? So they give you
You don't know you don't know about AI dude like I just copy and paste that in put in a i got the answer within a second what's the time
30 seconds i don't know there is no there is no there is no there is no solution to this like
cato was a solution because they're trying to find real people and then when the money comes
and the incentives there people find the game it just like they do everything else they do this with
d-pin they do this with web3 gaming when there's money to be made that's when the bots
that's when the infrastructure comes and the shit gets gamed and you're actually not giving money
to real users typically the beginning of this was what it was happening and now it's basically just
a game of bot farming so it's also just negative ev almost to even use the platform like i made
i didn't make any money on wavefinder bro
i loaded money and i loaded six different fucking cryptocurrencies into that fucking platform
and clicked around and blah blah blah i got zero airdrop from the actual platform i got into
magic newton i loaded fucking some money into there i did a little bit over there i think i
got like 50 bucks and then you get like a fat airdrop from kaido both times
so it's like i honestly even using it and farming it it hasn't made me use anybody's platform or
give a fuck about the platform i'm just like okay how much are they dropping and then can i farm it
by reply guy and if that's the answer then you just do it i don't know if that gets fixed i don't
think it does but yeah i wouldn't go farming every little thing on there. But like you said, if there's something that's like,
you know, you got, it's, it's new at like, I also being early, right? Like if it just drops and
you're like, Oh, this is kind of cool. Just start farming it immediately. And by farming it may,
I mean, make one post about it and then just fucking reply guy for a month and then you get
the airdrop. So it's like, does that bring users bring users no but is that the way to make money on there yeah i i think the whole thing's really
dumb um but you know it's it's opportunity to make a free bag uh and a lot of these projects
are going to zero anyway right like almost all of them are going to zero right so it's like
whatever bro i like give me the free money for reply guy. It's just, it's very dumb and I don't like this meta, but
I'm still gonna do it.
When is the fucking cube exchange gonna get
a Kato fucking leaderboard? I mean, soon?
Like, what's good? Nah, fuck that.
Dude,
we still don't know how these Kato leaderboards
are gonna play out in the long run, you know? It's like,
I don't know.
I don't see,
I mean, the cost of it is
100k right so you think it's 150 i think it went up oh shit there you go see it went up uh and then
on top of that you gotta you know that you have to have money to reward your users as well right
so you're you're paying you're paying a lot um, if you just grab that and split it it just tent like little 10k stacks and put it in 15 people's hands
You're gonna get brand champions for the rest of your life
Just yo, this dude gave me fit. This dude gave me 10 bands. Oh, yeah, I might use this forever
I'm not gonna lie. I don't think that's even true because with this magic newton drop
I saw fucking these like whatever like newton baddies just posting 10k usdc screenshots and be like thanks oh what bro
newton baddie that's what they had bro like ai generated bitches because there is no bitches
on that newton bro it was ridiculous what is what is the magic newton besides rolling a dice
and playing minesweeper
i don't know i fucking barely use the platform because you don't get money using the platforms
which is the fucking stupidest part about all of this that's not how you make the money like
people were farming that shit since december i got on kaido fucking making replies in may okay
and i got a bigger drop than anybody i knew who was farming the platform so what the fuck are we
doing here bro i don't care about these platforms but like yeah they're just giving
money to people and trying to get advertising and it's like that you're not getting users even the
top users that got the biggest drops are going to move on to the next farm so it's it's fucking
weird bro that's it's not worth it yeah that's why we're not doing i mean dude we're giving away like
close to 100 rolls bro and and badges bro that's what you have to do well yeah i mean we're giving a hundred thousand dollars in usdc a way a week away right and those are going directly to our
users who are then taking that money and hanging out on cube i mean i don't know what everyone else
is what everyone every other company's key metric, what their North Star
is, but it seems like everyone's North Star is like, let's focus on driving hype, right?
But at Cube, we're focused on how much fees can we generate so we can be a profitable
business, right?
So you got to really think about that too and also like like this whole the whole the
whole idea around the kato leaderboard why it's so toxic and why i'm already i've already seen i
already believe that's probably gonna turn out really bad is that because kato really optimizes
for hype and nothing else that that basically just, like, companies are just handing off,
like, all their marketing to Kato,
right, just so they have their token,
just until they get their TGE.
And then TGE happens, right?
Their airdrop goes out,
a bunch of people cash out,
and then that's it.
Like, then the token just goes to zero.
You look at Barachain,
you look at NIL.
Like, if you go look at some
of the tokens that tged and used kato their their charts are down only and like they're like worse
than down only they're like very very like it's like fucking crime how bad they are like kato
like what bear chains at less than two dollars it's like a dollar thirty cents like on every
pump it hasn't it dumps like
bear hasn't moved like i've literally been looking for an entry on it and it just keeps going lower
right these kind of drops are just fucking the fucking token drops and then the team sells their
tokens to make it back and then right after that all the kaido farmers sell their tokens to make
a bag and then everybody who couldn't claim right away because the issues just starts sending it downward like like newton magic newton was like 100 and i
don't know like 140 million when i dumped or some shit it's like 80 million right now that's probably
gonna trend down let's be honest like all these airdrops dump in general right like it doesn't
matter so like just imagine magic newton didn't do a kato leaderboard i guarantee you that 90
percent of people in this space wouldn't even know what the fuck you're talking about so you got people to do something
they would never do they got some free money now it's in the top of their mind of what magic
newton is and then that protocol on top of it you're gonna be able to use those metrics of new
creations and new wallets and transactions to probably get another round of funding later down the fucking line so it's like kato is kato driving that are like kato's driving top of the funnel right so but are they actually
getting users onto these platforms and i don't think they are more than they would it more if
they didn't do it like would yeah but like again like like like again like think about it like
they're not it's not focused on the right they're not it's not focused on the right metrics it never was dude none of these airdrops are focused on the right fucking
things i mean so that's what i'm saying like it's just like i mean you asked me it's like
will cube ever pay for a kid it's like no we won't you know like it's just it just like i i mean from
i don't know dude everything this i'm honestly so done with crypto at this point i'm not gonna lie
like i'm with you bro and it was a terrible experience as a yap or by the way because they gave us referral codes to get on magic newton
and like i said you use the platform you farm the platform you're basically not getting shit
you should have just been reply guy so it's like it doesn't even incentivize using the fucking
platform these platforms don't give a fuck bro all they care about is that we have buyers and
we have mindshare they don't give a fuck about the token prices or anything like that all they care is about okay we got hype we got
people buying our tokens bro you're just a paid test group i mean i don't know what y'all yeah
well the lulu world you live in we are a paid test group they they do this in web 2 all the time
they literally hire people to run clinical trials, to run gaming trials, to do all this shit.
It's the same thing. It's just Web3. And it's not for us. They don't care.
They grab these numbers and they go raise again. Exactly what X said.
That's what all of this is for. I need you guys to understand that.
It's not the money that they can extract from here.
This is cool, but this is chump change to what they can legally extract on the back end. Because if I show you that I'm moving in an actual checking or a business account,
that I'm moving millions of dollars,
then that means that I get a loan for probably about 50% more than that.
And then now we can really talk extraction.
And then I'll file bankruptcy.
You can talk IPO on the stock market now, bro.
Yeah.
And then you can go as far as to IPO on the stock market.
I mean, you think that this is, oh, look, the money they're giving away now this is jv league bro this is the end this is the
anti we are the anti they use us as basically what is needed to sit at the table and to get them
continual seats and invitations and that's it and then they back and they web to scam bro it's like
look at how many people i got on my platform. You want to be involved in the next round?
Oh, yeah.
Look at TVL.
Three billion.
Holy shit.
Yeah, I want to sign right now, bro.
Three billion.
That's a lot of money.
And then, I mean, that's just the reality of it.
It's not for none of us.
We're expendable, bro.
We're expendable.
And then what's the investor?
Oh, let me see your chart.
Like, oh, why is this dump so much? And then then what do the guys do he brings up the charts of all
the other airdrops like oh this is normal in web 3 this is this is nothing big so like a lot of
these guys come from like a to b sales and like ultimately their goal is to ipo or sell this
business to somebody else and so they're we're like we're saying we're just professionally exit
that's literally what
these people do i mean we saw it happen in front of our eyes two or three times ryan carson's a
perfect example of that bro he's a he i mean that is his that's what he does he goes he establishes
a business goes into an emerging trend gets 75 percent up the ladder and is like yeah that's
cool i'm not gonna be here to be on the top anyway.
And moves on to the next one and exits.
Cleanly with a good name.
Didn't burn no one in Web 2.
That makes him look like a god.
You raised how much and you were able to exit?
Oh, dude, what are you going to do next?
Let me write a check today.
You know, like you want to exit in Web 2.
In Web 3, we hold these motherfuckers hostage for the rest of their life.
Like, yo, you said you were going to do this eight years ago,
and you haven't looked at your token.
You haven't tweeted about it.
You know, it's different.
We could all feel some type of way, but this is like,
once you start seeing, you know, behind the curtain,
it's all about just the protocols just want users.
They want people to actually be excited
about buying their token and even dumping
their token. It's all about metrics
and then they're going to use those metrics to go do
bigger acquisitions two to three years from now.
That's all it's about, baby.
On a brighter note,
what do you think is the highest
ROI airdrops to be farming right now?
Besides like Q.
I think Polymarket might be big.
I think that's a top 20 token.
Oh, Polymarket.
I mean, they already got a billion dollar evaluation.
Yeah, that's actually a good one.
So I, okay, this is my list right now.
I got Polymarket.
OpenSea. Pride Mega ETH.
OpenSea.
OpenSea.
Phantom.
Wait, Phantom, like the wallet?
Yeah.
They did a round recently too.
Yeah, I don't know if they're going to launch a token though, man.
I think everybody's going to launch a token.
Who's going to launch a token though, man. I think everybody's going to launch a token. Who's going to launch
a token come Q4?
I don't think Pham's launching a token
Q4. I think PumpFun is probably
the next one up after fucking OpenSea.
Okay.
I guess. Yeah, I guess you could...
But aren't they doing a TG
really soon? Yeah.
I'm saying I do think that there will be an airdrop.
July.
There will be an airdrop for that. That's why I suggest
you guys go sign up for the
PumpFun app right now.
There's already a label at the
top left that says early testers.
It says something early.
The fact that you sign up in the first day, that might
be some kind of XP or badge that will
give you a bigger airdrop down the future.
I think using the app will definitely get you some kind of airdrop whenever they do their tge all right
what about uh what about tau how they already have a token yeah they have a token but like
i think there's like a lot of shit going on in their ecosystem dude i think you can make
like bets within the subnets
like i was talking about that draft ai kings which does like uh uses ai learning to do sports betting
i think that would be a crucial tool for the polymarket meta so just imagine they're moving
from soccer which is i mean european soccer into nba and football this summer and just imagine you
can use that data to go make poly market bets,
which you could do like in live bets during the game based off like human
psychology and human strategy, how they move,
the plays they've done on previous downs,
previous formations in basketball, if they're going to score or not.
Like I do think kind of investing in those kinds of gamble five subnets
inside of Tao would probably be a better investment.
They already have a token,
but if you're talking about just investing in a coin,
I think that's a good one.
What about, okay, so there's LIDAR,
which, like, dude, is there any solid evidence
on, like, LIDAR doing an airdrop?
Yeah.
Do you have the points with them?
Yeah, the founder says that they're giving out,
well, he said 50% will be given out within six months so i
think the airdrop is going to be sometime in q4 okay so lighter and they give out points every
wednesday so it's more about just putting transactions on there and just gobbling up
the points there can't be a massive whale that comes in on q4 and gobbles up all the points it's
about and the thing too they offer for everything the highest liquidation um
most amount of trades open biggest pnl like so you're not limited to oh i i'm not that good so
i don't get any points like you get the i guess you call them prop points so to speak for other
participation metrics too all right well i think abstract too probably right Oh hell yeah That's going to be a crazy cook I feel like
No matter what
Monad I'm not going to forget Monad
Yeah Monad too
Monad's going to do horse shit
Have you ever seen their ethos score bro
I'll actually love it though
It's so bad dude
I think they're not even launched until 2026
So I think that you could
Probably push that out until next year I think Q4 personally but I don't care. I think they're not even launched until 2026. So I think that you could probably push that out until next year.
We'll see.
I think Q4 personally, but I don't know, dude.
Nobody knows.
But yeah, we'll see.
Yeah, okay.
So what about – I got a sleeper on.
Stole.
Purps aggregator.
Won't say anything more than that.
All right. perps perps aggregator won't say anything more than that um all right so we got polymarket open sea pump fund lighter abstract monad probably the top things you could be farming right now
i mean the best ones are the ones that don't even announce it like like the ones that you
just use every day like those are the best one like i was on courtyard and i'm gobbling up 30 points i'm like what the fuck are these points
for and i was like dude if they ever do an airdrop they're not gonna fucking announce it
so it's like the best airdrops are the ones that no one knows about and you just steadily use the
platform because it's fun and you do a token and you get rewarded heavily dude well those best
the best well okay sure yeah i agree with that to an
extent but it's like the ones it's really the best airdrops are the ones that have a token that are
that's that's going to launch at over a billion dollar valuation that like that is like there has
like every token that has done that so far has airdropped, like, five, six, seven figs this cycle.
So, if we see over a billion dollar valuation, if we see a protocol, like, Gito is so obvious, like, oh my god, I'll never get over that.
That is going to be such a cook.
Do you see Sol Strategies added to their fucking strategic reserve yesterday?
strategies added it to their fucking uh strategic reserve yeah but yesterday yeah that's the main
institutional uh platform that all these institutions are going to use the stake soul
when that etf comes out bro yeah that's going to be such a fucking cook i still think that's
under valid gito like you got to be invested into these protocols i know it's not sexy but like
if we're going to have an eeth or eeth etf and then a soul etf where it's going to be involved
staking you got to look at the protocols that these institutions are going to use to stake that soul to make the return.
And Gito's that.
You'll probably be able to farm Katana too.
I mean, because TGE is going to be a couple months away and mainnet is at the end of the month.
So obviously there's going to be shit to do and things on the chain testnet daps all that
and essentially that's day one tester day one farmer kind of thing yeah that's another one i
think that's sooner than we think i mean they said they're going main net in july yeah the 30th bro
that's what i'm trying to say like literally within the the next a week yeah five days they'll go
main that and you get your money back and then the tge itself though
will be a couple months away probably thinking uh six months so probably january or so is what
the speculation is i'm kind of bullish on oil wallet i'm not gonna lie like uh alkanes bullshit
if you and especially if you have a uh if you have a fuckload of runes that you are long on
and don't care about any of the price action selling right now holding them
on an oil wallet holding bitcoin holding like other ordinals that are uh you know gonna give
you xp there i think is bullish as fuck because like we have arch network coming and arch network
already announced that they're going to have like alkanes implemented into them so you could like
build on arch with alkanes shit and from what i understand
they already had said that like this summer will be like the airdrop and i think they have another
subsequent airdrop after that so if you're just a bag holder in runes and like that's something
that you just have long term probably like throw them on an oil wallet you know what i mean um
i would suggest that i've been farming that since since like last November. I'm expecting a pretty good fucking drop,
and it's supposed to be this summer,
so you're kind of running out of time.
But it's pretty easy to do.
You just like put them into an oil wallet,
and it goes based on the actual BTC value of them.
So if you have like a fat fucking bag of something,
you can just throw it on there
and immediately be pretty high up in the leaderboard.
Yeah, I think that's a good one
obviously i think i think xverse i hope all these wallets have fucking airdrops dude i hope
i know dude give us the fucking airdrops of these fucking wallets is gonna have some cool
shit to pay attention i don't know it's not really i still love experts they're gonna have like uh
i heard jan talking about on a space it's like i can miss shout out mystery he was on there but
they're gonna have it to where you can like link all your wallets
somehow and see every,
like if you have a bunch of fucking experts wallets,
which most of us do,
and then you'll have like a one overall view,
which is going to be cool.
But I also hope they do fucking airdrop.
That'd be fucking great.
We'll see.
Just send me Bitcoin.
That part.
I think,
yeah,
I think a lot of people also kind of fade that the hyper liquid has
having a season two airdrop too. So I know a lot of people use lighter or fade that the Hyperliquid has having a Season 2 airdrop too.
So I know a lot of people use lighter or just doing, if you're used on Axiom,
I know you're not using Hyperliquid in general.
I do love Axiom trading it on there.
But if you are doing some leverage trading, there is going to be a Season 2 Hyperliquid airdrop
to putting some transactions on chain whenever that does come out.
I mean, it's going to be a fucking cook.
I mean, I think they have a lot of tokens still left to give out.
So that's another one that you know everybody sees the tokens already
live they kind of feel like there's not another airdrop but you know sonic has a season two
hyper liquid has a season two so just because they gave out tokens doesn't mean they don't have more
to give so that's just a little a little tldr and just the airdrops that we're all looking at i think
that was probably the most alpha that we have given all week dude just the stuff that we're
looking at i know we talk about this in passing but just kind of giving a nice
accumulated list of things that i think are the most profitable in the market to look at
i think was definitely alpha and obviously it looks like trump we got to pay attention to
this motherfucker we need to have like a fucking fucking air tag on this guy talking that bitcoin
takes pressure off the dollar that if we didn't have Bitcoin, China would have fucking created the greatest cryptocurrency in the world.
Trump says that Bitcoin and crypto is much more important than any other industry.
President says Bitcoin takes a lot of pressure off the dollar and it's a great thing for our country.
President Trump held Bitcoin is amazing.
Prediting and creating a very powerful industry and lots of jobs.
He added that if we didn't have crypto, China would.
And reaffirmed that the cryptocurrency eases pressure on the dollar.
So there's our Lord and Savior.
Fucking throws our bags into the dumpster and then fucking pulls it out and pulls it up like fucking Zimba.
That's not my Lord and Savior.
Maybe yours.
That ain't mine.
Well, we all want the crypto markets to pop in now bitcoins breaking
above
100, I guess it was at 106 now. It's 107
So when he talks the park it moves
So we just need to put an air tag on his mouth to make sure that we're here and being with the leverage trade what he says
But chief no, it just got pinned up to the top
I mean people might not be buying the jpeg side of things right but under
and ultimately this all began with what ordinal's theory is an ordinal protocol the ability to
successfully identify sets right and some of these are quote unquote verifiably rare
due to mathematic equations not because i said it's rare or Casey or Lord are for anyone like that, right? So pinned up top
Someone just spent the equivalent of 21 K on two rare sets
So yeah, I mean not to say that this is the craziest thing ever
But people are here buying blank canvases for 10 K
When he could easily bought let's
just say three node uh yeah three node monkeys three puppets you know 501b shit like that
things that in our eyes are worth way more but clearly to him the latter is what it is so
so i saw zach xbt put out a thread on the guy I guess
Good old Matt Fury fucking got some fiber deads devs and basically stole like 1 million dollars from the project
This is all the time, bro. This is like his fourth time. I told y'all that fuck that guy
You think he does it on purpose again, I'll get you guys you will fucking
The people for Pepe got himself got him to send them a Pepe bag
Then sold the bag of Pepe and then they sent that shit on his ass and then he wanted to sue again
You know and then he dropped another coin and dropped his own coin because he said that that was an official and shit like
Yeah, he's just I hate crypto and then you offer him a check and he's like, all right
I like crypto crypto. He hates you offer him a check and he's like, all right, I like crypto.
Crypto's nice.
I think he hates crypto.
And this is something like the Sahil playbook where we're like, hey, we'll hack your Twitter.
We'll have everybody, we'll launch a coin on it.
And then we'll split the funds and you could just wash your hands and say you got hacked.
He doesn't care to be the dude you can pay off, bro.
He just don't care to be that guy.
Like, there's some people that are like, yeah, I mean I'm going to call the cops unless you
give me 5k.
And you know, you just give them 5k eventually.
So you have somebody, you pay somebody to
exploit your contract.
They fucking take the funds. You say, oh, we were
exploited. You wash your hands and then once
the guys take the funds off, exchange off
Mexi, then they split it in the background.
And they're like, ah, we just made a fucking tons of money off the grift so second time it's happened that's what
i'm saying that's why i feel like it's malicious because it's the second time plus he hates crypto
so i just feel like he's just trying to get some extra money and just trying to rinse the people
that actually like to speculate on this shit so like why hire the same devs that hacked your
contract last time if you didn't have some malicious kind of thought about the space in general?
And then yesterday, OpenSea had a bug, apparently,
where someone was able to sell a Gen 3 by DCA into a 17-week bid,
Fidenza collection bid.
Fidenza, yeah.
Woo! I don't know if that was 17-Eth or it was less than that.
No, it was 17-Eth.
What was it?
Is that a discount or is that like a massive win for that guy to be able to sell that?
Oh, you mean like, no, the DC thing isn't worth fucking not even a quarter.
Oh, yeah.
That's not worth anything.
The Fidenza was like, you know, I think Fidenzas are at 19 or 20.
So that guy was trying to get an offer in.
But homies sold basically something worthless for the price of a Fadenza
And then now they're just gonna be like well open C said that they fixed the problem. It was 45 minutes or so
But they're now gonna be in contact with the two parties. I don't know about job
Yeah, we're gonna hit you with the deuces
Sorry about you Is this your wallet nope
well obviously has enough money they refunded you're not gonna get the money back for me that's
your bad like i walked into your shop you fucking gave me the sandwich for fucking half the discount
i'm not gonna return the sandwich my guy like you make money off this space you're a multi-billion
dollar yeah you like the fact that you can find me.
Because if this was anywhere else in the world, I'd be gone.
I'd literally hit the peace sign and you wouldn't even know who to call.
You would just start the refund process.
This ain't no different.
Just hit them up.
Remember, there was a story back in the bear market.
Yo, Magic Eden.
Oh, sorry.
But to cut you off, Magic Eden did that.
By the way, for anyone out there listening, shout out to Magic Eden.
I had some technical fuck up using their site, right?
Trying to buy something.
The asset got literally lost and burned and sent to La La Land somehow.
No one knows.
But instead of going this back forth, any of that, they're just like, yo, we're just going to refund you what you paid for.
We'll figure it out later.
And it just made me whole.
Right?
So, I mean, yeah, just putting that out there.
I remember there was a story in 2022.
I don't know if it was with Robin Hood or it was with a bank or something.
This lady basically had like $500,000 in her bank account.
Oh, yeah.
She went out and bought a car, a house, did all that shit.
And then they came and got her ass, bro.
She acted dumb and they came and got her ass and fucking arrested her and shit, dude.
Like, damn, dude.
Like, that's what happens when you're dealing with traditional finance instead of fucking decentralized finance, bro.
Like, how are you going to find me?
I guess you can track my IP and then call the fucking NSA, and then they can route that IP to my house with fucking satellites.
But that's the one.
Just as we wrap up, i've seen a lot more of
those card things start coming up and as we ended the show last time i couldn't find the thread but
one of those cards just shut down right and what i'm talking about is the these new popularity and
oh get a credit card and you know just load it with crypto with The way that this works, right? And I'm sure that you guys know, think of a family plan.
The one, you're all loading someone else's account,
and they're giving you a card that allows you access into their account, right?
Into this little mini vault or this envelope.
If I decide that I no longer like Lord Arth, I just turn off his card.
That's it.
That's it.
That's all I got to do is I'm the owner of the account.
I no longer like him.
There's a vulnerability.
There's fraud.
Oh, he got his card stolen.
I'm the owner of the account.
And that's it.
The account's done and gone.
This is happening already across the space.
Yesterday, there was a full-blown thread.
I think it was on SoulCard.
And maybe I think there's another one or anything like that.
So, yes, it's cool.
Yes, it's popular.
It's a way to off, you know, no KYC, fill up the card, spend it in real life.
Go with one of these established companies, please.
Like, they're not probably the best bet, but they're the best bet out of the options.
So, like Gemini, right? Coin Coinbase stuff like that that's cool don't go to these little individual just came up
out of nowhere offering you bank card services because the way it works there's literally a
business model designed off of this right and it's just one primary account and authorized users
funding secure accounts.
It's not an actual system of crypto exchange and you can deposit whatever you want.
No, it's just Web 2 made into Web 3 into the corporate way.
Oh, yeah.
I use Cast.
So they probably do something similar to what you just said.
But they actually have a decent
reward system i get i get pretty good money back because i'd be i'd be spending like like my high
end discretionary spending i use my cast card and i'll get like i'll be stacking some some they give
you like actual cash back so um because this customer support is pretty good with them as well um
And I feel like these these more known names are are ultimately a little safer, you know
But i'm just saying like I saw a thread yesterday pop up and it had like 10
And some of these i'd never even seen or heard of before, you know, and but you're having these companies
They just shut it down whenever they want and you're out of your money because you load the account first
You know, they're technically just issuing you a card and an access key to a checking account. Yeah
Yeah, I don't I don't load any yeah
I only load that when i'm like, all right i'm gonna go out and go to go shopping
And then I put just just about as much as i'm willing to spend like for the that week or whatever
That's dope. Yeah, it looks like it looks like for the that week or whatever that's dope yeah it looks like
it looks like the way that there's the you know in the white house when they first came into
power they asked for like web content creators if they wanted media passes well it looks like
the reason why trump's talking about bitcoin today is because of the media passes to the
crypto people this guy named sandler lutz, he works for Decrypto.
He's the one that's basically asking the questions
and getting Trump to talk about crypto today.
So pump our bats.
Malcolm did it back at the Mar-a-Lago.
Now we actually have people that are crypto native
in the press corps asking Bitcoin questions.
And this guy basically asked Trump as appointedly as possible
whether he'd open to divesting his personal crypto businesses that would help pass crypto bills through Congress.
Dems are putting a big fight about the perceived conflict of interest.
Trump refused to comment one way or another, instead highlighting his personal interest in crypto and Bitcoin, which he said predicted his investment in becoming the president again.
So now we got people inside the White House asking crypto questions,
and then it's getting clipped and then put on TikTok and Twitter,
and it's pumping the Bitcoin price.
So just know that's good for us, the fact that now we can kind of ask him questions about this
and get live responses instead of getting, you know, Wall Street Journal that obviously has a game to pick against him to make it like crypto look bad.
So at least we have reputable people inside the White House asking crypto questions instead of having these Wall Street journals, Fox News.
about crypto basically boomer takes on why you know bitcoin is it's a scam it's done for money
laundry we're actually getting past all that fluff and getting down to like real questions which is
dope so shout out to decrypt shout anybody got a media pass that's going to be good for the long
term so i think that does it last show of the week appreciate you guys coming out we'll be back on
tuesday i'll leave it here for chief you guys have a great rest of your weekend i'll see you guys in
the foundry yeah appreciate everybody that came out to the TDA. Appreciate all the likes, the retweets, those that hang out, those that come up and contribute.
Goes a long way, right? After the show is over, we'll have a thread that covers everything that we talked about.
Use it as a resource when you're doing your own research later. Likes, retweets, engagement on that go a long way as well. It's
how we can continue to grow and also get more opportunities for the TDA. Allison does it all
for free, so show her some love. Stop being stingy with stuff that is free. We do this Tuesday through
Saturday. We're actually off tomorrow. We're alternating Saturdays, so catch you guys on
Tuesday. It's 11 to 12, 1230, depending on the conversation.
Appreciate everybody that contributed on stage. TDA or State 4, y'all be safe and catch you in the
Foundry.
