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THE DAILY ALPHAโป๏ธ
Recorded: Aug. 7, 2025 Duration: 1:23:10Space Recording
Short Summary
In a dynamic discussion, crypto enthusiasts explored the implications of new partnerships and fundraising opportunities in the industry, highlighting the potential for institutional investment to drive growth and trends towards mainstream adoption of cryptocurrency.
Full Transcription
Thank you. you yo welcome back welcome back to the daily Alpha. It's Thursday, August 7th, 2025. Appreciate you guys stopping by the show. Likes and retweets go a long way. Pinned up Allison Stredd. You can give her a like or a bookmark or a retweet. Best way to show support around here is doing that.
best way to show support around here is doing that. Also, you guys are free to come up on stage
and interact with us. We want to talk to you as long as you're bringing value to the space
and not talking about a project that you're working on. We would love for you to come up
and participate in the show. If you're shy, you don't have your space to see legs under you this
early in the morning, feel free to use the comment section. You can tag me or Chief and, you know, we can look into things you're talking about
or we can maybe talk about the things that we are talking about that you have a comment on. So
we want to interact with you. We want to act with our audience more. So feel free to request up or
just tag us in the comments and we'll bring up your comments during the show if you do want to add some points to it. So appreciate you guys. Love you guys. Obviously,
the market is still in a range. Everybody wants to bull post at the top of the range. Everybody
wants to leave and quit and bear post at the bottom of the range. We're just kind of stuck 3,800 ETH and 3,500 ETH.
And then like Bitcoin's kind of ranging here too.
And it's just kind of a chop, right?
We can't kind of break over this resistance.
ETH looks better than Bitcoin right now.
But we need to break over like 3995 into 4K to actually get out of this range.
So still in some more chop.
Obviously this morning we had news of,
this isn't new news.
It's actually been reported for a while,
but the market just loves to take stuff
and run like this first time.
But offering cryptocurrency in your 401k plan
is now something that it looks like
is gonna be signed into law.
I don't know if you need Congress or you need this other stuff to actually happen if Trump can just do this by himself.
But that was kind of the big news this morning that everybody's acting brand new about and suggesting like,
well, this is world breaking. It is world breaking.
There's a lot of stuff that's been world breaking in the past two weeks that we still went down on. This is just kind of stuff that's going to play
out over the next three to five years. And you're starting to see the laws being put in place to
kind of see this retail adoption that's going to come as soon as these institutions can actually
load up their bags. So we have 401k plans. There's a breakdown here why this is such a big deal. Trump's executive order
will allow crypto private equities in real estate inside 401k retirement accounts. That means tax
deferred or tax-free crypto trading. Exposure to alt assets previously locked out of retirement
plans. A path for trillions in retirement capital to flow into crypto markets. A massive win for I agree. This is going to bring trillions of dollars into the space. It's tax-free, but
it's still, people actually have to know this is actually occurring for them to get in. So
this is kind of where I say, like, this is the institutional red-led bull market.
The institutions right now are loading up their bags because they're going to show this down
your mom and dad and your grandpa's
throat as soon as two to three years from now. And they're like, hey, get in here. But they're
quietly doing it because they're loading up their bags. They don't want anybody to get it
and know that this is going to be something that they're going to market on Fox News or you're
going to walk into your bank and there's going to be a pamphlet there on how you can invest into
Bitcoin. So this is is perfect scenario for these institutions
to quietly accumulate when no retail's here,
interest rates are high, no one has any extra income.
And then as soon as their bags are loaded,
by the end of this year,
you're gonna start seeing this stuff marketed on television
and it's gonna bring those boomers
that will basically do whatever the television say
into the space and bring trillion to dollar
into the space also.
So this is something that you're seeing right before your eyes it's used as a news article today
to pump the price but we've had crypto legislation passed stable coin bills passed all in the last
month and the market you know doesn't want to get out of this range so and not only that i mean you've had uh states
start moving pension funds as early i would almost say like six months ago into bitcoin and
to different you know diversification of funds and reserves right so it's not like you said it's not
new at all uh they've already been occurring to a certain extent right maybe at like state level
or individual we've seen firefighter departments and stuff like that, like individual government ran or federal ran agencies,
state ran agencies, whatever. But now it's like open for pension for everyone too, right? So it's
kind of like continuing making the circle wider and almost just more broad, right? More accessible.
Yeah, this just makes me feel like this cycle is going to be institutional ran.
Anything that happens at an institutional level is going to pump this price.
But I feel like when we're talking about 2021 bull market where retail's here, that's going to happen next cycle.
Which, who knows when that cycle starts.
Maybe the four-year cycle is completely gone and maybe it starts late 2026.
But we're going to start getting rate cuts. We're
going to start getting this crypto adoption. And you're going to see a 2020 like one bull run where
it's retail driven again, probably next cycle. And who knows if that cycle starts in 2026, 27,
28. But you're starting to see the framework build out to make this more accessible to just
normal people in general from stable coins being offered in merchants, your wallet being able to integrate in USDC, and you could go pay cruises or just pay your local groceries in stable coins.
This is all going to be a broad stroking thing that you're not going to be able to get away with, just like you couldn't get away from the internet and Facebook back in 2008.
Your grandmas and grandpas, everybody's going to be
using crypto. You're just super early to it and you're starting to see the framework being built
right before your eyes and you're starting to see the big players accumulate it before they start
marking it. So if you can stick around and continue to show up for the next four to five years,
you're going to see this banana curve of crypto adoption is like faster than the growth of the internet and you're
going to be here positioned uh accumulating and be part of this wave one thing i think is
interesting on that is that you i mean let's just take for example when email came out right
everyone that worked for this for your systems uh shit even to as far as stationaries right
the people that sell pens and paper oh no
our jobs are done the internet's here email's here it's going to take it over right and in a sense
it just enhanced the ability but you can still go and get a paper check you can go to the post office
right it's still an integral part of what you do and the system is still borderline there. So I think that that's the same kind of
slow roll adoption that we're having, right, slash fast roll, that yeah, this is the emerging tech,
but it just accelerates what we currently already have. And it is disruptive, but it doesn't mean
that it's going to completely remove you from, you know, whatever we currently had or just the regular trajectory.
So I think that that's the cool part, right, is the blend of the two. Because in reality,
we're not going to, we're going to try to replace some of these normal things that we do. And we're
going to try to put crypto in everything. And then it's the two extremes, right? Oh, we need crypto,
we need tokens for it all. And then we've seen how bad that gets and then now we're to the point where okay well we can enhance our lives if we just had a little bit of blockchain
right so that sweet spot in the middle that over the time that we're gonna have to find and you
know work our kinks through i think that that's ultimately the golden age so we're working towards
that right now 100 dude and just you know just more like short term like what's going to pump our bags
obviously on top of that china wants to launch its own stable coin they're kind of scared you
know they banned crypto for the 28th time earlier this week they're scared that all these stable
coins are pegged to the dollar and uh this is going to be way for chinese people to kind of
make and launder their money out of the country into other assets that are Chinese ran.
So yeah, that's why they've been trying to find a digital version of their one, right?
Or just something.
I think we talked about this because Bricks doesn't want to settle in the dollar.
They moved away from the dollar standard.
But I mean, once again, this is the league of fucking supervillains.
It's like, all right, cool.
Well, we don't want to be with these guys.
But at the end of the day, like no one in that circle really trusts each other
I mean they trust each other to a certain point of oh, we're a power together
But when it comes down to it's like have you seen the actual interview where Kim Jong-un and what is it Putin are toasting?
Like they drink and then they literally they both just stare at each other and they put the cup down like
That's the level of shit. It is. it's like literally the league of super villains so you say okay cool you're in
charge of all the money oh hell no he can't be in charge of all the money he's a cheater
he's gonna scam okay cool then who do you want to be in charge me uh no you can't be in charge of
all the money either so you're in this dilemma of they're trying to move away from the dollar
uh officially they've technically moved away from the dollar uh officially they've technically moved
away from the dollar right but there's no alternative yet besides gold and we know that
gold isn't really able to be moved around like that so it's just kind of a rock in a hard place
at least for now and then ultimately they're gonna have to find a third party issuer or decide hey
uh justin's son is gonna do what we want him to do, so we're going to use Tron, right?
I mean, that's essentially what's going to happen.
Yeah, there's levels to this.
Like, you guys are worried about which launchpad is getting the volume.
These people are worrying about which cryptocurrency
or what currency is going to be the world currency.
So it's like, this is top-level globalist shit, dude.
So you see China just trying to get their foot into getting a little market share,
a vampire attack, a little bit of these stable coins that are all pegged to government debt.
Market Maker update.
In the last two hours, Binance has set 8,000 ETH to Wintermute.
Binance has set 50,000 Solana to Wintermute.
But their proof of reserves show they own no ETH or Sol.
So again, Binance committing crime,
using customers' funds to market make the prices,
to press the price down.
And so this is why you're continue.
They were doing this back before, at the end of June.
And that's why we never got over 109K.
And as soon as they stopped,
price wants to go up and we went to 123 K. But that was with that was with Coinbase involved,
too. This is just Binance using customer funds as trying to suppress the price because they know
that the price wants to go up. It's like, oh, crime. Oh, you know, stop them, bro. They've
been doing this. They do this with banks and web 2 every day i mean it's
part of their normal business structure that's why they only have to have x percent amount of
actual money on hand right we can just see this all on chain so it's like not the ability of oh
these guys can just commit crime it's like they're doing the same just due to the blockchain and
transparency that comes with blockchain we can now follow it along and more or less try to position ourselves for it.
But that's why we've always said, hey, remove your money from exchanges if you don't need to be on an exchange.
Right. I mean, yeah, not your keys, not your cheese.
But I mean, long term kind of vision, a couple of dollars that you take off, a couple of thousand dollars here, a couple of thousand dollars there.
off a couple thousand dollars here a couple thousand dollars there as that dwindles i mean
that's less money that they get to swing around and try to either liquidate stop hunt and basically
market manipulate with right because as you see they don't have their own money so if i take off
my 10k and josh and then yala and then lord and then egg you know everyone in a sense you start
weaning that their power down so just something to keep in
mind use exchanges as minimally as possible uh on ramp off ramp and that's basically all you really
need to be doing on that they're just trying to flush out leverage man and try it i mean if you
notice as soon as the u.s markets open for those six hours it's like oh euphoria we're all going
and then as soon as markets close and asia wakes up it's fucking dumped city bro and it's like oh euphoria we're all going and then as soon as markets close and asia wakes
up it's fucking dumped city bro and it's like i i'm hearing um from traders that are you know
connected to china saying that these bots uh or these exchanges over in asia actually have like
sentient trading bots now that are basically you know here to chop motherfuckers out uh as soon as
china wakes up and
you'll start you'll create a long and nine o'clock in the morning and by the time you go to sleep
you're fucking wicked out your stop losses hit and now you're capitulated and now you're trying
to short and then as soon as you wake up your shorts now liquidated now we're going long so
it's like there apparently is some crazy ass like sentient bots that no one's using, that Binance is using to kind of flush out leverage.
They know we're going to go up and they're just trying to make sure that none of these motherfuckers have 50 to 100x leverage when we go up.
And it'll probably be a time where there's a lull, where everybody gives up and then they'll fucking stop and they'll send that shit.
So it's very fucking interesting. We're in fucking 2025.
There's sentient fucking AI trading robots that are flushing out leverage to make sure you don't get an advantage.
And then I'll just get through these last four things, and then we'll say what's up to Josh and Lord Arf.
Just finish up the macro, right?
Three rate cuts are now expected by the end of the year.
This is what I'm talking about.
You know, Bitcoin Archive doesn't know that.
They just run with this stuff at top of ranges and try to keep people the FOMO in.
That's not confirmed.
Job U.S. markets is flashing warning signs. Non-payroll has slowed. And that's typically
what you want to see if we are going to get a rate cut. U.S. Treasury auction results from yesterday
was bad. It was 10-year Treasuries. Basically, no one wanted to buy them. So they actually had
to lower the price from $100 to $99 for people to buy debt.
And so just more flashing warning signs.
And then just Q3 Ethereum has, in just one month, in Q3, ETH is on track for its second best Q3 in history.
Generally, Q1 and Q2 is where E shines and q4 is where btc shines but this cycle has been
unlike any others as it's been clear that in terms of eth all coin performance will they uh
what catch up until the end of the cycle so q3 of 2025 we're up 48 on eth this is the highest since
2020 where we had a 59 and that was kind of DeFi summer and then the rise of NFTs. So he's having a great, great, uh,
right here in Q3 and just makes me more bullish for Q4,
but we got the DGens up here. We got Josh,
which is troll maxi fucking called that shit.
Pump fun wars is back. Uh, bonk. I don't know, dude. It's just,
it kind of just changes on a,
on a dime here where it seems like the launch pad of choice,
I think the top with Bonk launch pads was July 25th,
and that's when the max FUD was on Pump and Elon.
And then as soon as Elon turns on the commercials and starts tweeting,
you're starting to see a lot more revenue being generated back on PumpFun.
And now it just takes, you know, two or three weeks.
And now you see PumpFun back in.
And then they started pumping Troll, pumping Farcoin, pumping these other things.
And it's just like back on.
So what's up, Josh?
I mean, should have took your advice and bought Troll at $20 million, like you said, like 100 times.
Never fucking bought it.
I mean, you were in a lot earlier, but man, this has been a fucking runner.
And now people are showing the charts,
comparing it to Pepe.
And I faded Pepe at 120,
and it went to a billion.
And so are we looking for troll
to be the Pepe of this cycle?
Or is this just another,
okay, it pumps for,
then it consolidates,
and then we have another pump in a few weeks.
Or is this going straight to fucking 1 billion? I'm sure you're gonna say it's going straight to 1 billion, right? Please. another uh okay it pumps for then it consolidates and then we have another pump in a few weeks or
is this going straight to fucking 1 billion i'm sure you're gonna say it's going straight to 1
billion right please yeah yes i i had a conversation with someone last night i was like
it it's like the need like someone someone texted me like j, I'm going to rotate all my tech to control. I'm like, how can I, someone who bought at 6UK, tell another person, yes, you should buy at 150 mil, right?
And that's kind of been my hard, the hard thing is like, I personally, I don't know, it's hard for me to say hey guys like by now at 150 mil
We're going to a billion, you know, um, so I do think that if there was a coin to do that it would be troll
Yeah, I mean
Did you see Razzmar's video yesterday where he went up to people and asked him what coin they would pick in troll
One by 20 votes of what meme coin they'd rather pick.
Yeah, I didn't, yeah.
Who was it against?
It was Troll versus what?
All the other, like, main catalysts
this past, like, you know,
cycle of, like, four to six months.
I forget all of them,
but it was like in Chill House
and all that bullshit.
Yeah, yeah, shit like that.
I mean, like, Troll hits the nostalgia point of the Facebook of the facebook users right i think that especially when you're going on this
talking to people man on the street aspect you can't really ignore most of the motherfuckers
on the street are of our age or or in this age of utilizing facebook early on right versus a lot of the newer brain rot tick-tock uh you know like quant whatever the
fucking shit kids say to these days right that's a that's a whole different class of people that i
don't think are necessarily really walking around the streets like that right they're more locked in
they're in behind the screen they're actually trenching still and shit. So I can see it just appealed to even a more mature class of quote-unquote meemer or participant.
Yeah, one thing that I got constant bug through this, like the whole time.
It's so funny, like the same people who fudded it at 10-0 are still fudding it at 160-0.
And they said, no one uses the troll face anymore.
Nobody uses troll and no one cares
and i'm just like okay i mean if that's your argument you know we're up you know 150x since
you started saying that but when price goes up they start using it again right i mean just look
at how this boss guy from abiza as soon as the price starts going up
you start seeing it as the main meme just like we saw sleaze r4k before that i don't know it's like
who picks this shit but yeah price creates narrative bro yeah i just want to say i am super
pissed at the cabal all right i was in doomba which was the first coin launch at like 60k i had like two percent and i was extremely bullish on it
and all of a sudden i look at my screen and the boss at like two mil i'm like damn i missed it
and now it's at like 35 mil so fuck you guys you know i was it sucks but you're super bullish on
that name because you're like oh yeah this is gonna run but you're super bullish on that name because you're like, oh yeah, this is going to run.
But you're just not in the right coin.
So, welcome to Solana PDT Tenters.
Bull haircuts are the new mullets, my guy.
I mean, we're going back to the 90s.
I mean, you don't even need a barber.
Just get a bull and just get some scissors.
Let's fucking rock the bull haircuts, my guys.
We're coming back, dude. We've yet to see one on the timeline.
I don't know if we're there yet, bro.
I mean, I think at this point, we would have seen someone go out there and just cut their own head like a bowl.
Well, I mean, what was the bigger meme?
I mean, seriously, 4K was the most viral meme.
And that shit got the $10 million and dumped as soon as the threader started talking about it.
This is just insulated inside of Web3.
And this goes to $35 35 million dollars like it doesn't
make sense dude it's just like when people say oh it has tick tock views that what is the
fucking insulated dj yeah it's the cabal push because like you said goomba came out but it was
also a good theory point i forgot we were talking about in the server yesterday but the development
aspect right i mean there's stages to this when we first saw the meme
itself it wasn't necessarily a meme it was the character right like the meme became he is the
boss of ibiza versus hey there's just this guy who looks fucking funny he has a bowl cut etc so
yeah i forgot who exactly it was to give him credit. But I mean, it was just I really like that breakdown.
It's like you guys aped the guy, right?
The Goomba guy, like the guy itself and what he looked like, etc.
And the meme that was kind of trying to be created on that.
But he the meme itself became, oh, this guy is the boss of Ibiza.
And then it kind of that's what he became known as, you know, the meme became boss of Ibiza versus, oh, look at's the boss of Ibiza. And then it kind of, that's what he became known as.
You know, the meme became boss of Ibiza versus,
oh, look at the bowl cut guy.
So I think that that was an interesting distinction
that really made sense when we broke it down.
And I mean, that probably can help you guys as well.
Cause I mean, it fucked me and, you know, Josh too,
but he found whatever.
But in the future, you can start seeing stuff like that, right?
Am I apinging in my too early
Is it already developed into a meme? Is it still a character? Is it jet to holiday?
Is it the phrase or should I be after you know, whatever it may be so it's just stuff like that that there's depth
Yeah, it's it's interesting dude
I think it just tap 40 million to as we were on on live live stage, but uh
I know Josh, what do you know about this bags app? I see people tagging me in it dude it definitely just tapped 40 million too as we were on on live live stage but uh i know
josh what do you know about this bags app i i see people tagging me in it i think there's some kind
of is there like a d god that's responsible for this i don't know much about the bags app it's
kind of getting a lot more volume than bonk right now so i didn't know if you had any alpha on it
so after i talk about bags i do have something else to talk about regarding launch tags. So bags is made by someone named Finn D-Dodge and he was just a
really, I'm not sure, but I believe he was on the D-Dodge team and basically you
can like launch a coin and give the royalties or the fees to any Twitter account.
So, like, yesterday there was a ticket that made me laugh.
It was a buy the steer, right?
And it was a token that used the fees to send it to Ansem to buy the steer
because they couldn't put the dog with hat on the steer, so just buy the steer.
It was just a funny name.
Or yesterday.
How brain-dead you got to be to look at someone and say,
hey, look, that guy got a lot of money.
I want to send him some fucking more.
You know what I'm saying?
I don't got none.
Guarantee you broke as shit,
doesn't have even the quarter of the bread that, I mean, whatever.
Not even broke, but I'm not to hate, but just in general, comparatively, but decided to, yo, out of all things, I'm going to give this guy.
It was just a joke. It didn't go that high. But there was another meme yesterday, and this was the meme that was kind of, you know, we made money on it last night.
the meme that was kind of, you know, we made money on it last night.
They sent Finn the proceeds of the coin to pay for the auction for the dog with hat.
And that was a whole thing last night, and it got kind of crazy.
And so I think the thing about bags is that you can send money,
or you can send the fees to the twitter account
and can you change that once you set it up because i saw a new token this morning for that same thing
and like the post was y'all really believe some random account was gonna send fees for the hat
or something so like if i launch a coin on bags and i say hey i'm gonna donate the fees to josh
once the the coins going cooking etc can okay, never mind, change it from Josh
to this person, or no?
I mean, theoretically, you could, but I don't know.
I'm not 100% sure, honestly, but that post was about someone who was basically saying, right,
you're sending soul to someone that you don't know, right?
That was the whole argument, is that the account that was attached
was to someone that they didn't know.
So that was the whole argument.
The dude didn't switch his Twitter or nothing.
It was just that, you know, just some random anon.
Oh, yeah, no, I just thought about if it was possible to switch it up.
Like, if you use someone's clout to do something,
and then once the clout is there, you decide, no, just kidding, thank you.
Yeah, I honestly don't know.
I'm not launching tokens on that i'm not trying to
kind of do any of that stuff but i'm sure you can well give us the alpha on the launch pad uh
you wanted to talk about or that you wanted to talk about before this gosh yeah so yesterday
i was just on my timeline and i can't pin it to the top and that would be cool.
Of course.
I was looking at a timeline and I actually pinned the founder about it yesterday and there was a pre-sale for this token called Lights.
And there's this launch tab called Heaven.xyz that's coming out, I believe, next week.
xyz that's coming out i believe nationally and they have a very interesting dynamic to how they're
going to launch tokens and how the whole token real quick did they end up capping that pre-sale
because i know it was originally uncapped yeah dude that's what i i tagged everyone last night
because they were they're stopping it like two. Like, there was so much traction on it that they had to cap it early.
So, you know, I'm a pre-show guy.
I made a lot of money on Balm.
So I just had the balls to go send money to random people every time I see it.
But when I saw what they were building they were basically building so there's three
different ways you can launch tokens it can be cto art community it could be like utility base
and then you could have like the artist based token and different tokens have different
taxes on them that go to the team or the artist, whatever the creator, whatever they're doing and.
I thought that was really cool. The other thing that they're
doing is 100%
of the revenue from the token or from the from the
um launch pad goes to buying the token.
It's not it's not like 10%.
It's not 25 100% of all the revenue
generated by the launch pad goes to
buying the token. And I think the one
thing that got started is that the team
gets a lot more allocation of.
I think they
get like 20% of the token, which is honestly like.
You know, it's a lot of don't get me wrong. It's a lot that for
the team to have, but if the team isn't generating revenue on
the launch pad, it's a pretty good system. So I just found it
thought it was really interesting and I saw some really
interesting accounts following that page.
I had a lot of neutrals with it that I wasn't really expecting to see.
And kind of made me think about just, you know, 8th and so I did 8th and pretty hard.
But I think the only FUD was that it was just like an uncapped presale.
And like typically when everybody's in the presale, there's really nothing that comes from it, but obviously everybody's doing the buybacks and the
revenue generating with this and that. And do you really think that we can like, I mean, just bags
popped out of nowhere. So I do think there will be some short-term, you know, flashes in the pans
of certain launch pads, but do you really think any of these launch pads have a chance of being
successful in the next three to four months with pump fun and bonk kind of being the leader or is this just
something that you just take advantage of kind of the attention it gets for like these flashes
of pan and move on to the next one remember boob yeah yeah yeah kind of my point hey by the way i
still think dandelion will do something but i say, so that's the thing, right?
If it was just another launch tag, I'd agree with you.
I'd say, yeah, you know, probably don't have a good chance.
But these people, they are that, I don't know, I don't know them at all.
I don't really know them at all.
I don't have a history with them.
But there are certain people who follow
that account that I'm just like, hmm, like, why does Garda, why does Garda follow this launch
tag? But there's certain people that I'm just like, hmm, like, they don't do that. They're
not here in the trenches following launch tags. Like, they don't follow, they don't do that. They're not here in the trenches following launch tabs. They don't even follow Pumpkin.
Why are they following this launch tab?
That's the kind of thing that I saw that was pretty interesting.
The wildest thing about this is I don't see anyone talking about it.
I don't see anyone. I don't see people like,
yo, i think this
is the next launch pad and here's why like there's none of that it's just kind of this under the radar
pre-sale that i just it just got flooded initially like on the timeline the day it went live a lot of
people were talking about it just because like indirectly here you guys go throwing money at an
uncapped pre-sale or you guys didn learn nothing, just sending money into the fucking abyss.
But I mean, there were two pre-sales.
One that X called, and then another one that happened over the last two or three months
that were literally like that.
Stealth bangers that everyone followed, no one talked about,
and ended up being great plays.
What was the one you called X?
And then there's another one that like,
all the influencers participated.
It was distributed AI.
Yeah, that one.
I think I was distributed AI.
With like Dutch auctions and pre-sales,
it's actually beneficial to FUD it
because less people get in and there's more,
you know, pie to be split throughout the people
in the pre-sales.
So you never want to fall for that
when it comes to pre-sales
because that is ultimately what whales want you to do. And we saw that with node monkeys, like whales were saying, okay, if everybody
gets in this and my 20 Bitcoin will only be spread out to seven monkeys instead of no one gets in at
$1,000, now I have 150 monkeys. So pre-sales have always been known to get funded by the whales
and not talk about it because that means that's less of a pie for them. So yeah, I mean, heaven,
obviously it was bullish when they cut it because that means there's demand and then you know everybody that
was waiting for it uh wasn't able to get in but evan you came up here to talk about it bro
nice digital slop i love the pfp but go ahead my guy what's up thank you thank you love my slop but
uh i want to make a few points on heaven first. One, there are no bonding curves on Heaven.
Heaven has a built-in AMM,
so there's no weird tomfoolery when it comes to a bonding curve,
which I think is really interesting
and something that no other launchpad has really done successfully.
Another thing, all the fees that are collected are burned.
It is used to buy back
the light token and burn that bitch sure pump funds buying back a bunch of tokens but that's
just sitting in a team wallet now that'll probably be sold at some point they don't have the balls to
go and burn the token like we would have seen some burning if they plan on doing that at all
I think by now so they like money too much you know they're just one of those people
that like money too much he's like you want me to actually burn now i'm gonna just leave it in the
vault it's the same thing you know but he's like he will never burn that but he he'll tell you it's
gonna be in the vault forever right and like so in all in all honesty like if you think about it like
there's a lot that can happen i don't know if you guys are familiar with Rollbit, the platform, but their RLB token,
they use a bunch of revenue from their platform, not 100%, but a big chunk to burn their token.
And they've burned over half of the total supply of their token.
And if this happens to a-
Last year, it went on a massive run too, Evan.
I don't know if you remember when people were doing that 1,000x fucking leverage nonstop.
The RLB token went great i
think that i mean they had a little campaign at the time but you really saw that flywheel in play
when that right everyone was going in and trading and then it was causing that to go crazy dude i
think the rlb token went up almost a thousand percent in a week or some shit right and i mean
casinos are hot in the bear
market right because there's nothing going on on charts but like we're talking about like that's
when all the casino degens they move to the trenches and like they're still there's still
most of them are in the trenches right and if we're talking about a launch pad that takes a
similar path like this could get really interesting obviously i don't think they're going to flip bonk
and pump uh but i think it could be it could be really interesting i want to echo your point
whales fud these things so that they can enter you can go in and double check wallets
on heaven actually you can see what wallets were depositing and there's some interesting stuff in
there if you take the time to dig there's some interesting wallets that are some of the top depositors yep it's the game all this time so i know i was kind of concerned with it but kind of looking at
now listening to these uh these guys talk about it i definitely think you know we could start
looking a little bit more into this is there any like announcement of when this is going to go live
when the tokens immediately distributed like when we we be able to actually play around on Light?
Or Heaven Dex
or whatever it's called.
It sounds
like we're getting
the token early
or late weekend, early
next week, and then we're going to get the platform
probably mid to end of next week.
We're getting the token about 72 hours before the platform dope anything else you're looking at evan
you're a big trencher you're a big guy that's kind of on top of this market since you're up
here you got anything else you're looking at no i mean nothing crazy uh i'm spending some time
right now looking into some different airdrop opportunities nothing that's super exciting to me
you know i've been i've been obviously exploring with some of the ai stuff i've been onboarding
some of the foundry members onto some cool ai platforms i i think there's some interesting
interesting angles that a lot of the market isn't looking at right now so i'm just trying to find
that edge that i think a lot of people ignore until everybody's talking about it
You got to be early to things like that. I think also on that point, too
I mean it's starting to understand especially when we're like looking or trying to turn over rocks
Kind of sit here and you keep looking for something and I feel like we not to say we glaze over
But we pretend or shove it to the side
It's I mean we talk about picks and shovels and picks
and shovels this cycle is anything that has to do with stable coins right any kind of protocol
that'll have to i mean that is the talk of the town our fees generated from stable coins and just
everyone trying to launch their own right so just to have that i mean polygon is literally the time
i mean i thought i would never say this right But it is on all over crypto Twitter, right?
From its integrations now with Katana being added on top to people relooking at Polygon
for stablecoin settlement, right?
And then now you're having crossover with AVAX.
And just now I think that in that sense too, it's looking for these, you know, positioning
ourselves well. Look at these platforms, right? And just now I think that in that sense, too, it's looking for these, you know, positioning ourselves.
Well, look at these platforms, right?
Yeah, there's the DEXs that you can do the trading, but don't overlook where you can just put money and park it.
Because that's where a lot of people are going to be looking for yield.
And these underlying platforms like Marinade or anything like that, right, that have already proven themselves, that have extensions and and that have crossover as well i think are going to be the number one uh
money-making opportunities right they're just not fun and sexy they're all boring as shit
and it's going to take like six months but it'll probably yield you your best safest bet as well
levin or anybody up here uh lord r is anybody looking at Zora? There was kind of that,
that was it ZXBT that launched yesterday where it basically is an autonomous agent that creates art.
Like the coin behind it is up to like $10 million. I saw Jesse and all them tweeting about it.
Is anybody looking at Zora? Evan, anybody like that? I don't know. I was kind of,
I'm hearing a lot of kind of news behind zora
and then i kind of saw this one being backed by kind of base itself and it's kind of the first
fully on-chain artist agent that makes coins for their work instead of in the t's but this time
it's tied back to the artist coin so all volume that those artwork goes goes back to the token
so it's kind of interesting kind of dynamic right so I don't know if anybody goes down bro did you see that that shit actually went
down for a fucking half a day I did not wait half a day yeah I'll post it up top
base went down to stop producing blog I mean maybe I exaggerated how long it was
who the fuck cares but I mean they went down I'll give you the exact time in a
second here let me give you how many block points Look guys if I learned anything from Solana
When the network goes down it's the list eventually people buy that higher
So I mean I saw you unmuted you are you looking at Zora at all? They don't have a token though. There's nothing to buy back
What base no base. Yeah, yeah, like if that had a token. Yeah, I yeah i 100 agree but there's nothing to buy back
just buy black um i i do see joy by the way especially um i just don't have time for this
honestly i i just i really don't if like here's the thing here's what i tell to from the foundry
okay if you got alpha on base on east on ad on adstrap, on data, whatever you got, Bitcoin, and you pin me, I will be the exit with what I do, okay?
You just pin me when you buy something, I'll buy it right after you, I'll buy the Alpha, whatever.
Because I just don't have time.
But I'll buy it.
If someone tells you the alpha i'll get it you
know um that's my thing so 33 33 minutes oh 33 minutes yeah that that for blockchain days is
bro 33 minutes will get you liquidated if you're in perps or anything like that no
solana actually was down for half the day so when you said that i'm like oh okay well that's
Solana actually was down for half the day.
So when you said that, I'm like, oh, okay, well, that's like Solana.
Just since we're kind of on the base and no one likes fucking base,
they did an earnings call.
Brian, I'm sorry, CO did an earning call and dropped Alpha Live.
And starting next week, they're going to have DEX integration
goes live inside the Coinbase app.
That means millions of tokens, no more waiting on listings.
Every base project instantly tradable
fully on-chain access for everyone so maybe next week you start seeing a little more attention on
it the app the new base app and all that wallet's going to have basically all the tokens on coinbase
are going to be able to be traded like a dex and kind of like their own decentralized dex now so
base is kind of heating up a little bit but still like no deejons give a fuck about it's like a
suits fucking chain.
And then Zora, I feel like, is there some DGens shit happening there?
Yes, but does anybody talk about it?
No, that's why I was trying to bring it to, like, people's attention.
The token, this token from ZXBT, I think is interesting.
And if you're looking at, like, you know, like, Jupiter Studios has Uranus.
Like, if you're, like, Bonk had Useless.
I think if you're looking for a zora token
that will probably go up with the tides if it gets attention i think this zxbt since it's a kind of
attached to kind of the whole base ecosystem could be kind of the front is that not zach's token when
he went on zora because that he that that's what happened like zach went on zora uh i think that's
just the name of the agent I think the tokens like
one one zero zero zero zero zero zero one one one is the token remember that shit like he logged on
the Zora and they launched the token they sent him the funds and he didn't want that shit that's
like yeah that's crazy he participated uh the token the token on base is one zero one one one
zero one zero zero one one one one one zero so it's like
that's just the name of the agent is just easier to say zxbt but uh and the top um i got a a play
for you guys it's called pepe mon it's gonna be on mainnet eth it's by uh an established fake rare
and rare pepe artist her name is uh sasha chudo right she's done multiple cards before she's
launched multiple pieces on bitcoin as well um so she started doing these custom one-on-ones
including different artists from the space as well as established fake rare artists and stuff
to contribute to that uh has i think a recipe for doing well right um phase 1.008 phase 2.009
phase 3.012 on the actual size of the collection itself is at 2222 so small and i mean something
that i'm on the lookout for i think it's getting closer um in the next couple days actually so uh oh there it goes august 13th so you got a week
to twerk on the timeline it will be launching on open seas uh homepage right so it'll get some
attention there as well so just something that you know a little piece of uh alpha for the for
the fam out here so pepe's baby we're
a fucking sucker for fucking pepe's they look nice bro she i mean she's at least a rare pepe
artist and stuff so she's been drawing them for a while and it's not like random you know but um
yeah this drop is probably going to be i i like i love the fact that these artists that have been
around for for years or months are getting their kind of time to shine.
Right. I mean, we saw Henlo with the slops. Right.
We saw AIDS Project with Superman and all that kind of stuff.
We saw Sasha now. She's dropped on Bitcoin and it's never had.
I mean, not to downplay her or her work, but you just talk about like engagement on Twitter.
It's never been to this size
Right of even interest or wanted participation. So I'm just glad that this cycle we're starting to see these artists
Continue to to keep swinging, you know, and they're getting their chance to line up for a pretty good
a couple base hits or or potentially a home run, you know, so
Hats off to them man um i pinned something else up to
the top and i guess we talked about bodagos here on the show um let's just say a week ago english
came up and you know we were talking all about that of just potential plays and catalysts and
how it was mispriced attention i think they were sitting at roughly about three soul uh they've roughly
reclaimed five soul right after bouncing on their low of one once again uh the original thesis was
hey these guys have not gone anywhere there's actually a real business as well that's included
in this which is bodago's entertainment uh clemente right uh nick pio um who else easy and most of that entire crew not only
do they have separate ventures and presences in the space but ultimately they're tied by the
bodagos brand uh clemente posted something two days ago saying that they successfully completed
their first buyback right and i think that a lot of people aren't really noticing this and i think this is one of on top of the supply squeeze aspect uh this is one of
the reasons why bodagos are starting to move so they're starting to take a percentage of um
here it goes a percentage of their their funds right so it says last week canine strategy
acquired 10 bodagos for an average
price of 3.2 sol our treasury now holds 54 bodagos at an average cost of 1.8 there's no second best
so they're starting to use some of their funds to buy the nfts back right they were already doing it
but ultimately it's starting to become a little bit more public. Mike Dudas has now swept, I think, north of 50 in the last two weeks.
All of this, in my opinion, is leading up to a token, right?
The same way that they're doing this with the NFT assets, they're going to do it with the tokens.
So yesterday, an announcement came out that they have partnered with Metaplex.
We're super excited to announce a new partnership with Adagos and Metaplex. We're super excited to announce a new partnership of Doggos and
Metaplex. Metaplex powers 99% of all tokens and NFT creations on Solana, essential to the network's
functionality. But Doggos and Metaplex are continuing to shape the future of Solana more
details soon. So they already got the NFT side, they mentioned tokens they mentioned a buyback system
they're already doing it i think that that's the only thing that's missing from their ecosystem
so just doubling down my thesis on i mean i think that they're going to continue to run
right they're sitting at five consolidating once again uh have been on somewhat of a run over the
last two weeks so you are not saying you're buying the top
but you are buying it's already moved a bit but i think these hit 10 right and as supply squeezes
and if there is a hundred percent confirmation of a token these are going to 15 20 so be on the
lookout for podago start to dca if you can get in right i mean like i said these last two weeks have been golden opportunities um dip to three ran to five first one from one to five dip to three consolidated at three and now
back at five and announcements are starting to roll out so keep an eye on them right jpeg season
seems to be hot so i think this is going to be a play yeah i want to throw it to lord arf here in
a second and maybe get into some Bitcoin stuff.
But I mean, I've listened to EZ for a while on the team, and they've been super against dropping a token in general.
And I think they maybe will go down more of a Spencer route instead of dropping their own token,
possibly using their connections to actually get airdrops for Bodago holders.
And this kind of leads me to Steve's post.
Steve Bark, you guys know from Captain and Morning.
He says, if Bodagos were a protocol with an airdrop,
Bodagos provide a pretty unique value prop
for token allocations.
They're an NFT project that comes part and parcel
with the top TT creators putting out music,
video skits, memes.
You get a community and a media company in one package.
You probably get free promotion just for an allocation,
but you also double dip and do a deal where they put out deliverables alongside the campaign.
It's a different sort of distribution plan where you could guarantee content and reach that isn't total slop.
By the way, this isn't a bag pump.
I only have one Bodoggo at the moment, just thinking out loud as airdrop seasons to be
heating up with various protocols and then easy's uh common under he says don't want to say too much
but you're on to something here and we are very very uh concise uh are conscious of this approach
so i don't think that they're doing a token i think they might go to bd route and use their
content creating to get token allocations for their holders instead of
having the risk of a token buybacks on jpegs i mean yeah i guess they just continue that
yeah i just think they they've been super conscious of the token and they don't want to do a
token i mean they did the choose rich nick token and i think it would be safer for their brand to
just kind of out like it's still airdrops right but it's not your token
and maybe in the future they will but i think the next stage of this is actually using their content
to actually get allocations of tokens like ethos and others for bodaga holders so i think that is
the next stage and then maybe the last part of that is actually a token maybe further down the
future but these were just literally one soul like a week ago they weren't getting a lot of traction on the nft until mike dudas came in so
why jump as soon as you get traction into a token which that feels like a like a last play once you
have like mass adoption and people are actually oh i don't think it's anytime soon i think they've
been cooking for a while and that was my thesis they're just not they're all in their own worlds
like creating in their own worlds i think that's the thing about content creators right i mean at the end of the day it is a power house
but in the house everyone is in their own room in front of their own camera you know cooking in a
sense so you got clemente you got easy you got vo right you got everyone else kind of just siloed
off and then when they do come together though they move the market and so that's why it was definitely one of the theses of picking some up good josh and i want to say what's up to lord he's
been sitting down there patiently what up what up uh josh yeah real quick um that that little um
sasha are you guys in touch with them with her yet about lightless thoughts yeah yeah we got it
okay okay i know her i was like oh damn i didn't realize she was doing all
yeah okay cool what up lord thanks for uh coming by and listening to us ramble my guy i mean we
can get into fucking bitcoin i saw that this fucking dog with hat fucking auction has like
101 bitcoin uh auction which is like 20 million dollars for a dog with hat i saw bravocados
fucking uh t something i saw spreadsheets uh fucking done so lord did you see that talking
about the hat thing though the the most expensive current hat was napoleon's hat so like these guys
are trying to do some you know break in fucking record shit so yeah like yo we fucking beat napoleon's hat
the conqueror and it's you know it's a dog with hat so there will be some headlines in there if
this sells for what it's got the bids for yeah man flip napoleon why the fuck not bro i think
it's fucking hilarious dude we did a banana taped to a fucking wall sold for fucking you know what
i'm saying just flip it
it's fucking hilarious it's bullish uh no bitcoin's been cool fucking the spreadsheet monkeys
thing it's actually pretty fucking hilarious bro it was like just jokes back in the day and then
like those guys actually like made a whole ass collection uh i think it's low-key pretty bullish
i'm not gonna lie like it's like obviously it's a fucking node monk to riv and like it's a joke
but like to me it's like early days people were trading ordinals on spreadsheets there's just like a lot
of like multiple multiple layers of memetics or i think it's funny and it's not necessarily it's
not new right these guys that account if you want to check that account if you want to look at this
project i mean this project has been teasing and supposed to come out over a year almost two
so it's like you you can't hate and
like oh these guys are trying to grift nah like maybe not to necessarily say grift but have fun
but it's been a plan for years right i think this is a problem with the btc eco in general bro it's
like look at every other ecosystem bro like you've got a piece of poop fucking absolutely sending and
then they drop nfts you have like anything coming out and then they drop nfts and they do this and they do that it's like dude this is all a grift bro
like i think the btc ecosystem needs to lighten the fuck up in my opinion like most of them
um especially the loud ones right like whoever or like all of these people are gonna get washed out
when everything gets pumpy and we hit a silly season again right like if you believe in a silly
season everything is gonna send way higher than it is now and nobody's gonna be fucking complaining dude like
if you're trying to white knight and be like captain save a hoe type shit like why you know
what i mean like buy bitcoin and just like fuck off and go but they were quick to send the 10k
sats for some fucking derivative that could potentially get them you know a couple thousand
like quick to send money into the abyss. That's the thing, too
It's like oh I get it to a certain extent, right? Oh, it's been
Scam if they're not in it. Yeah, yeah, the canvas is rare
Yeah, the canvas is rare
But I guarantee if I tell you throw your rare canvas right here for a chance at a hundred X
You're not gonna give a fuck what canvas it is
You're gonna throw it out there for a chance at a hundred X're not gonna give a what canvas it is you're gonna throw it out of there for a chance at 100x right you only care about the canvas when when they
didn't invite you to to get the 100x and now you're like no no no no no you're not gonna
get my canvas when I didn't get invited you know so it's shit like that it's just duality
yeah dude we should be bullish on the fact that people can fucking drop a free mint and then again they could get swept up like this while it's dead like we're in like a drought in
ordinals and runes and anything bitcoin related and we've still had like some like decent fucking
degen mints like i did we were doing degen mint all of us we're doing degen mints on eath everybody
who's fucking like here still from then and some of those people are bitching but like there's also just a lot of new people that they just don't understand how this shit works like
what are you gonna do you're just gonna sit here during a drought and do nothing like no people are
gonna degen like i think bringing back degenerate culture and like normalizing it is totally fucking
fine um if you don't want to partake in it don't but like being a white knight is like that's
literally the worst job in crypto nobody cares you're pissing everybody off you're just making enemies it's like dude who cares these these
spreadsheet monkey guys for instance bro like there were people freaking out about it and it's
like bro like this account has been around for like a year people were fucking memeing the fuck
out of it and they were like okay let's like work on a funny little collection type shit
it's a degenerate mint bro like who gives a fuck like
buy it or don't but yeah i think that's the problem with the btc eco in general and i think
that gets solved with one thing which is green candles right so like when that happens we're
going to see a lot less of the bitching and moaning and complaining it's everywhere though
it's not like it's just btc eco it's just i feel like it's more currently because we're in a bit
of a drought like it's not it's not the hype cycle yet.
So once it's the hype cycle, all of that gets drowned out because everything's sending.
Dude, people were minting fucking shit and selling it immediately.
Derivs, fucking projects that said they were going to be around for a long fucking time.
And nobody was complaining, like, when that shit was sending.
Bro, Sats was a fucking, you know know, like let's just call it a gamble and
A derivative or a grift, you know and rats and already and all this shit
We're literally labeled experiments that are lead to nothing throw your money here if you'd like
And already went out to print 50 grand permit
You know what i'm saying sats went to go out to print 10 grand permit
Rats went to go maps, you know know like yeah bitmaps the same thing it's like oh you're fucking wasting your money and
and you get it it's like yeah but to me it makes sense so i mean who the fuck are you to tell me
how to use my money bro about that part who gives a shit bro like i'm here to fucking gamble on
degenerate bullshit that's the fiat is the scam you motherfuckers have lost the
fucking plot okay like go work a nine to five dude that's the scam that's the scam the scam
is not spreadsheet jpegs on the bitcoin blockchain that you don't have you know what the real scam is
accountability bro that's the one that no one want to talk about because that's the
i said that shit today i i fucking literally talked there's some guy some fucking pizza ninja bro who fucking put a loan out on his
shit or took a loan out on his shit and lost it and it's like all salty that to didn't give him
money while his mom had cancer bro my fucking dad died of cancer my mom is in remission i never
complained about anybody and they're fucking yo you didn't help me you didn't do that it's your
life you make your decisions to deal with it these people there's no and they're fucking yo you didn't help me you didn't do that it's your life you make
your decisions to deal with it these people there's no accountability they're fucking soft
and they haven't lived enough life they're like they think they're like owed something here like
no one's owed anything bro like i'm sorry you're just you're fucking not work harder type shit
so there's like levels to this shit right it's one thing if things like are coming in front of
your face blatantly trying to take advantage of you.
Like that's not what we're promoting.
But at the end of the day, like if it's a fair quote unquote playing ground, you put on the jersey, you put on the cleats and you step on the field.
Bro, if someone walks up and hits you and you fall, then that's cool.
That's that's part of the game.
Right.
It's completely different that if you get your cleats on, get ready to go, and then you walk out and it's an ice field, right?
It's literally like for hockey.
And now you feel some type of way because no one told you you're playing hockey.
You didn't come out here, right?
So in comparison, it's you can't get mad at a game and something that you willingly logged into your fucking wallet, clicked mint, and participated in it, right? You knew what you
were doing. It wasn't something put in front of your face of, hey, it's X, and it turned out to
be fucking rainbow Y. So I think that that's the ability about the accountability aspect. I mean,
there's nothing wrong with having fun. We're here to try to change our situation, right? Some more
change than even enrich. That's why art isn't as important to some people right or
or degeneracy is so not not here to be that judge but yeah accountability bro you click the buttons
you suffer whatever the fuck the good or the bad so i think it doesn't matter bro it does sorry but
it just it just doesn't matter and this is my number one complaint about the space currently
like mainly btc eco it's just like i love the btc i love the fact that we could trade jpegs and tokens and experiment on the
blockchain that's it i don't really give a fuck about anything else bro if i'm not in something
and it pumps that makes me bullish okay because like the fact that it can pump even in this drought
is pretty fucking insane right so like i think people just, like, change their perspective in the space.
Like, if you're watching something else pump,
you got to respect the pump, bro.
That part.
Respect the pump and the pump come back to you, bro.
If you don't know that video, fucking go watch it.
Just, like, don't worry about it.
You know what I mean?
Like, you're going to get your time to shine, bro,
and just, like, hold your backs.
It's not that fucking hard.
Everything higher.
Shut the fuck up and send it, bitch. stop being a little bitch type shit bro i think with the bitcoin ecosystem
is just like any other ecosystem where there's like super like sweaty people that are involved
like sweaty as like they're super complex and know the game really well like just like in meme
coin trenchers you have the people like Cupsie that are tracking wallets
or in and out of tokens in 60 seconds.
On Bitcoin, I just feel like when you're playing Bitcoin, you're playing chess, not checkers.
And there's the people that understand UTXOs and sats and knowing how to do all this stuff.
And they get in all this stuff because they're looking at the mempool all day.
And then you hear about it on Twitter and you're just late because it's already inscribed you're trying to send your sats you missed out the
index and then these that understand are just dumping on uh after pumping it and just like
i feel like that's not a great user experience to bring new people into the space but
man it's very technical right it's very you got to understand that when you're playing on bitcoin
there's a lot of things part is like yo what do i gotta do to get ready when you're playing on Bitcoin, there's a lot of things. Yeah, the best part is like, yo, what do I got to do to get ready?
And you're like, what do you mean get ready?
You just got to click.
And they're like, oh, no, no, this is my first time.
I'm like, oh, damn.
Well, you don't got no UTXOs.
You don't got no money.
You don't got nothing, fam.
You're just not going to play on this one.
You're going to set up, and you're going to hope another one comes up, and that's what you're going to do.
You don't need to get ready.
You get a fucking job.
Look, dude, I worked two fucking jobs.
And I was my first two years in crypto.
I got rugged so many fucking times.
And I literally grabbed another job so I could get rugged more and learn this shit.
So that's how you get ready.
You get a fucking job and you make money that you're willing to throw away in the garbage.
And eventually you just fucking learn what to do.
Or ask questions, right?
Fuck your pride.
Ask questions. That doesn't make you weak that makes you stronger that makes
you wanting to learn and half of these motherfuckers don't participate because they're scared that if
they ask someone to put them on game that what are they gonna do bro they're gonna look at you
and fucking laugh in your face ha ha ha this guy wants to make bread like no i'm gonna i guarantee
you right 90 of people are gonna be like yo I fuck with your hunger or or what's up?
Oh, maybe not on this. I'll teach you how to do you know what I'm saying? Like so that's the thing too
It's a lot of people sit there and even pout y'all are making money and not me. Well, that's a you
No, that's a you problem not to be an asshole
But are you doing everything that I'm doing to make money? You showing up at 4 a.m. the same time I am?
I mean, if you are and then we can look at it.
So it's like it's not about me.
It's just once again, accountability.
So it's just a lot easier just to follow a wallet and copy trade and then actually learn a new skill.
And I think that's where people just want silver food.
They just want the alpha color to give them the alpha.
They don't actually do anything.
But that limits you so much because you can ever go to any other sector because you're
You're used to following a caller or you're used to following a but you have yet to learn how to make decisions
Can't borrow conviction, bro. You can't do that. It's impossible. You borrow somebody else's conviction
You're borrowing somebody's conviction who bought way earlier than you and they're gonna to sell way before you are and you're going to be selling lower than you probably bought in it's you got the same bags bro y'all
don't got the same bags you don't live in the same place that's why we give entries we don't
give exits i don't know what changes your life i mean i'm just being honest anytime i give a call
i don't give an exit i mean maybe you sell this for one soul that changes your life you feed the
village and who the fuck cares who am i to? Or maybe you go and you get an engagement ring
out of it. You think that's my...
It's nothing, bro. That's you.
Go ahead, Josh.
Go ahead, Josh.
I disagree with everyone on stage, by the way.
If you guys want to buy my bags
higher than I bought it, and if you guys
want to sell after I
sell and pump my bags,
you guys can all do that you guys don't have
to do any research you guys can just have your wallet in my tracker why do we need to do it when
you got magic eden bro pinned up to the top we got magic eden saying that they've 100 distributed
the great airdrop uh it was originally million. Yeah, they're going out and saying, oh, it's $10 million
now. Hold up. Let's set the tone. It's only $10 million because they got called out on their
emissions, right? Someone did the math and realized that they weren't going to actually admit the full
allotted amount for this year. And then they went out and actually added two more so 10 million were distributed late last
night around 10 or 11 o'clock and check your wallets you didn't have to do anything this
went to anyone that had claimed or anyone that had participated on magic eden i think this is
interesting because i hadn't had any um staked and i still won uh got a little bit of bread right
wasn't a lot it's was like $100, but...
You had a connection issue.
Yeah, I'm fixing it now. My phone, dude, the iPhone's
fucking... They like damn near melt.
They get so fucking hot.
Yeah, because it's like a fucking iPhone 3, my guy.
I'm surprised it even runs fucking X.
If a tree falls in the wood and no one's
there to see it, does it make a sound?
And that's what happened with Bitcoin Bravocados
today.
The weirdo, ZK, posted a, after six months of not posting anything,
posted a bravocado and then deleted it after three minutes. So that was my speculation when I saw OMBs pumping 3% yesterday.
It was like, oh, bravocados are coming.
No, it was just distribution.
No, motherfucker, it's going to be launching a bravocado soon.
You guys can't keep a secret.
So that might be something to get in. He deleted the the tweet that is something that will probably pump the price you probably will need an omb to get a bitcoin bravocado which is
zk's shroom that he made parent child inscription on it'll probably be a nice one to two k uh mint
for you uh to flip on everybody's head so just something no one probably saw it because he
deletes the tweets instantly but uh CK is back at it.
Probably going to launch Bitcoin.
Bravo Kato says all these shroom parent child inscriptions are coming out like Kenny's launching or torches.
I've seen another one that someone's a grifter on doing it.
So it feels like we're getting none of them have hit, though.
None of them have been successful.
You literally had the packets.
I don't know bro but yeah that it's the problem is
though it's like like i said dude we don't have the green candles in the hype right now so like
none of them are gonna hit at least like not heavy like they did when we did have the hype
cycle oh no yeah that's why i commend kenny for holding it because you had the packets one that
failed you had a couple other shroom off like one-off stuff i mean everybody's mean, everybody's trying to be first, and you're being first for no reason.
There's no one there to fucking buy it.
What up, profits? Welcome up.
Yo, this is exactly why I came.
I always hear good things happening on Bitcoin that I don't hear anywhere else.
You guys make me burnish on continuously minting on this chain, so thank you.
How you guys been?
Fuck your thumb, espresso. I don't like thumbs, dude. I don't know if you didn't know i don't like fuck i don't
like this this lets me know you're being sarcastic i'm not fucking with that no that's that's that's
a you problem that's a you problem not a me problem you got you got trauma from thumbs up
your i'm never mind um but yeah how are you doing yeah i was super confused what y'all were talking
about bro i'm like fuck your thumbs like i thought you had weird thumbs or something i didn't know
i'm just joking what's on your mind what's on your mind prophet hey yo how are you oh man um
let's see so i took like a crazy month off you know i was dealing with some life stuff but i'm
back and i don't know i've been like uh you know trying to like see what's going
on and you know hang out in these different like little cliques and ah maybe because it's the summer
um i don't know i feel like there's there's uh not much excitement however there is a lot of
things cooking so that's good i feel like there's things cooking no that's the truth that's exactly what it
is there's not a lot of like timeline excitement how we're used to and yet there's the most
development uh macro wise and like let's just say long-term bullish that we've ever seen so it is a
weird time to be here if you're not here you know yeah for sure and and it's like um i mean we're
we all come into this app like us as in the people on the stage, for a reason.
There's other people that come for other reasons.
And that doesn't really change for me, but I'm not going to lie.
It gets a little bit like, I'm like, damn, maybe I should just continue to stay off.
Because the quality of people are just continuously becoming shittier and shittier.
So I'm just really appreciative for their friends and you guys and people that I have made along the way.
Because it started to become like, man, like hold those motherfuckers tight, man.
Close to you.
Because, yeah, it is what it is.
This industry, sorry, there was bugging.
But this industry is what it is.
We love it.
We never leave.
But, yeah, definitely different vibes from like a few years ago yeah no people that's the thing we can't even make new friends
because there's no new people to make new friends with so we got the ones that
you got the ones that rug then got exiled got exiled and you're like all
right cool how do I make my table fill it up and there's no one to fill it up
with you know there's no new class that came in and that's one of the biggest
things we've been talking about
is the lack of onboarding event this year, right?
Or this cycle.
Yeah, I mean, I think it is that also we're getting on each other's nerves.
But like, Provis, you're big into content in general.
And I mean, what are we thinking about the whole AI revolution
we got going on here?
I think we just launched ChatGPT5 came out.
I don't know if you saw this.
New VO3 five came out. I don't know if you saw this new VO3
just came out, you could take a picture of yourself. And you can
tell a prompt and it basically talks for you and has like the
little like niche, like quirky ass fucking little things that
humans do. Our content creators cooked, like all we have to do
is now take a picture of profits, we put in a prompt, and
it basically talks better than we do. Are we cooked cooked? Like, all we have to do is now take a picture of profits. We put in a prompt, and it basically talks better than we do.
Are we cooked?
I mean, you're a content creator.
You've been there a long time.
Are you into AI?
Are you looking into it to kind of take over?
I am bullish on AI.
The takeover narrative, I'm honestly over it because, like, in life,
like, we've seen so many things come in and, like, make a disruption,
and then humans just learn to align with it, right?
So that's โ I'm always going to be aligning with the ai i fucking love uh claude and v zero that should have just
made my whole app in less than two fucking months um i never thought i there's so many ideas i've
sat on because i'm like not technically savvy i'm like technically challenged you know i'm like an
airhead but hey i could throw a prompt at this motherfucker and it helps um so for that i'm bullish and then the creators themselves bro we
should be making we should be pimping out ai creators dog that's what we should be doing we
should have five or ten motherfuckers we pump out a week of of bro i know i know bro honest i think
honest has an ai influencer on OF making her money.
Like, dead ass.
So I'm bullish on it.
You guys may have heard me talk about this AI's patented name, Aria.
She's fucking hilarious, mad.
You could come here one day if you guys want to talk to her.
But she's very smart, owned by Synchroverse.
They have it all patented.
That's my big thing in AI right now.
I'm looking at shit.
Shit's not patented.
I'm not talking about, don't get me wrong.
Patent pending is just not just as good, but it's okay.
But like fully patented.
Like it's legit.
Like it's past.
So like I'm really bullish on stuff like that.
I think we're still ahead of our time with a lot of this stuff.
And then in a couple years, shit we saw here turns into some big buyout from whatever
ex-big company because these companies are gonna eventually they're already doing it they don't
want to look at everybody getting uh acquired nobody wants to rebuild some shit nobody wants
to rebuild some tech they're gonna just buy it out so bullish on it to be honest i don't think
we could be replaceable sir we're too me you chief specifically we are we are very special humans we cannot ever be replaced no matter what well i think just i
think we're just using like ai to basically amplify ourselves and like i could just take a picture of
you and i could prompt in like say you wanted to talk about a product and a product asked you to
do content for him you're gonna just have to take a picture for you ask chat me to create a slogan or uh like a tiktok script for it and this thing will basically can't tell you can't a human
can't tell the difference between but it won't have the pizzazz though that's what that's what
you can't take out like the authenticity that comes in people bro does it know how to scream
like me yeah it does yeah it does lord are don't know how to do that shit. Yeah, it does. Lord, you see this VO3, bro?
It's actually insane that it has, like, the little fucking nuances of humans now.
Like, tilt its head at the very end to make you look like a valley girl.
It's insane, bro.
Yeah, so, like, I mean, dude, it's just going to keep getting better.
The thing is, like, I think you actually have an advantage as a content creator if you're a good one.
You know?
Like, because, like, yeah, like you said, you could use these fucking AI tools.
And nobody, dude, human connection is never going to go away like yeah ai is going to be a thing but like if you have a good personality you have a good fucking you know a work ethic and
you can connect with people and fucking build a community it's not going to matter bro like
just use the ai tooling and shit you're not going to get so nobody's going to copy you
put you in an ai and then all of a, like people are going to gravitate towards that.
Like just keep moving with it and use the AI.
Like, I think,
I think there's more value to being a human content creator right now because
you have more tools to use to help you out and save you time and like spend
more time connecting with people.
At the end of the day, like we're not,
we're not going to stop connecting with people.
People are human, bro. Like AI is going to be everywhere there's gonna be robots all over
the fucking place i think that kind of like adds value to being a person who has something to say
opinions people actually align with and can build a community so yeah i think i think it's needed
right now all time high my bad lord my bad no you don't you're it's it's real though it's like
not enough everybody thinks you're gonna get replaced with a like yeah if you're flipping burgers you're getting replaced
right but if you're like if you're creating content and like it's interesting and you have
an audience nobody's gonna replace you they're not gonna just pivot to some like ai copy of you
that they can't interact with and like bounce ideas off of and fucking be in the comments and
all that bullshit um even if it's like a really
good ai clone of you it's not gonna fucking matter dude you're like they want the human being like
that's why people fucking watch these streamers you know like you can't like make an ai kai sanat
and everybody's gonna be like oh kai sanat's washed uh he's got an ai guy now who's a clone
so i'm never gonna watch kai anymore ever that's not how this works you know
what i mean it's just like these content creators just have more tooling which i and the ones that
are like that you just can't do anything about right the people that decide to go let's just
say with that google uh interactive like world builder right the guy that progressively spends
more and more time in there playing god crafting his world like there
is no pulling him out there is nothing i mean it has nothing to do with you or i that's just
the way he is he enjoys being kind of that solitude and having that ability to craft
and the time spent in that custom created world will only increase right there is going to be a
group of people that i mean it's those people you literally go to work, they're waiting to get home and log into their world, sit on their
chair, right? Grab their meal, put the VR on and just go in. I mean, you can't, what are you going
to do? There's nothing that you can say to make this guy value this outside because he already
doesn't value outside to begin with. So I think that that ultimately is where you will see, not to say certain pitfalls, but that's just humanity. That's
humans as a whole. That's being lonely. That's depression. That's things that actually do
differentiate us that unfortunately, this is going to accelerate and actually potentially make worse,
right? It's one of those like, oh,
you know, you're, can you smoke weed and be successful? Is that, is that, that joke, right?
Can you be productive and high? Well, I mean, if you're a lazy motherfucker, smoking weed is not
going to make you un-lazy. You're a lazy motherfucker. So same thing. If you like to
be alone, well, no, I'm saying if you like to be alone, if you, if you're depressed, if you, you know, you're into this own world building and lack of connection,
this is only going to perpetuate that. And you're going to get further and further into solitude.
Right. So I think that that's the two sides of this is that it really depends on the person at
hand. And that's the beauty of it. You can't remove the human because the side you fall on AI depends on the human.
No facts.
I was going to say to Lord's point about the being copied and shit.
I see a couple of bigger streamers complaining about this right now.
Let's say DDG is streaming.
He'll put, he'll spaz out on stream like, what the fuck?
Y'all keep fucking restreaming me to YouTube.
And like somebody is there restreaming me to youtube and like somebody is
there restreaming his ass to youtube so i think the deeper thing here that i mean i guess it should
have been obvious from the beginning but as a creator as a brand as an entity you need to do
the proper uh things to make sure that you have all that shit legally so you can send season to
sis and that's it like that's literally
it that's the it's you know whatever sounds real centralized but that's that's the answer i mean
that's what the fuck else are we gonna do like that's the answer yep yep and uh um chat to bt
five just launched uh five minutes ago you've all heard the rumors of open ai which is chat to bd
ipoing over 400 billion dollars and uh we saw VentureWall's platform, which has been
working on this on Hyperliquid, basically be able to trade pre-market IPOs. And there's a new one
called Pre-StocksFi officially launches on Solana, allowing users to trade tokenized pre-IPO stocks
like OpenAI, Stripe, SpaceX, Discord, and more.
It's live on Jupiter right now.
Someone just bought an OpenAI pre-sale stock for $532 per share.
So this is kind of the last phase of us trading stocks is actually now being able to leverage trade these companies before they pre-IPO, which is kind of big news.
We were talking about earlier this week that Hyperliquid was launching Ventuals, was doing
this.
It was on Testnet.
Testnet went live yesterday, got oversubscribed, had to shut down it.
And now this is now live on Solana.
And this is going to lead, I feel like, to the next AI meta because we just talked about
AI for like 25 minutes.
And so that attention gets recycled quicker.
And now with this IPO of OpenAI, which is going to be massive, you're going to start
seeing these AI agents starting to compare themselves to the IPO and share price of OpenAI.
And they're like, oh, if OpenAI is $400 billion, then my fucking shitty-ass AI agent should
be at least one-fifteenth of that.
And I think like right now, you're starting to see that October and November, I think we're going to have a
revival of AI in web three. Uh, just like we saw when Facebook announced to change the meta and
we had the run with decentralized and sandbox, everybody started comparing themselves. Oh,
if Facebook's worth, Facebook's worth this much, then sandbox should be worth this much.
And now with open ai gonna ipo soon
you're gonna start seeing the same thing happen but with ai agents and ai infrastructure and ipos
are hot bro ipos have been the talk of this last three months they're hot from circle to what was
the last one figma right like everybody's trying to get their hands on the next one so So yeah, so it's like you can trade these pre IPOs on Jupiter, our venture was on
Hyperliquid, or you can get into what the narrative is behind the IPO. Like when we had Circle run,
we had a massive DeFi season, you saw things like curve and other tokens running. If open AI is
going to take over headlines, then AI is going to be that sector that gets to run. So getting into
maybe like virtuals or these other AI things, now that they're going to use that as comparison,
could be a play you could get in now before the IPO actually happens. You can trade the IPO itself,
or you could trade the sector that the IPO is going to get attention from. So that's kind of
some alpha for you. That's the stuff that I'm looking at. AI is kind of taking over in general.
Everybody's talking about it, and especially every week week it just kind of blows my mind that we have more and more
stuff to integrate into our lives and uh I'm gonna have to focus on what chat GPT 5 does now
when I get off air but uh that's all I got chief if you have anything else you uh want to talk
about feel free um that's all I got nah man we can more or less wrap it up um I did just yeah
no that's it I think we can rack it up uh wrap it up check bookmark
appreciate you guys oh appreciate you guys real quick uh how how the tables turn real quick
um yesterday we had takashi murakami come out talking mad i'm the only guy out here making nfts
please buy my new cards well within a couple hours you had Takashi Murakami coming back on the timeline saying,
yo, I'm sorry, we had some issues.
Fuck, humility just gets served on the plate extremely fast in this space.
So just be careful who you try to shit on.
It says the release of our cards at this time came with various issues, and I'm truly sorry
about this.
First, there were last
minute concerns that we might not be able to connect to the payment system for credit card
transactions you guys can read the rest if you're actually interested um i just think that that was
one a topic of conversation one he upset a lot of people with his comments and then two the mint
didn't go as planned it's kind of tough to shit on a group of people and then try to get them to buy your product.
And then on top of that, not have a good product for people to buy.
So just be careful out there, right?
Don't bite the hand that feeds you.
Remember, most of these people are trying to be here for a while and I just hit you for once.
So stop dropping NFTs on base.
Maybe that maybe that's a hint like if you're
gonna drop nft drop it on fucking ethereum stop fucking yeah mainnet nfts have been going good
right now so yep but yeah appreciate you guys stopping by the daily offer we run it tuesday
through saturday this week we're going to go tuesday through friday so tomorrow's the last
show of the week appreciate you guys stopping by uh allison's thread will go out after the show
and i'll see you guys in the foundry i I'll leave it here for Chief to end the show.
Talk to you guys tomorrow. Yeah, appreciate y'all
for sliding. Appreciate everyone that came
up in that talk, contributed to the conversation.
Likes, retweets,
shares, bookmarks, etc.
That helps us not only grow the TDA,
but get more opportunities for us.
Shout out to Allison, always making a thread.
She grabs everything that we talk
about here on the show.
We know it's a lot, right?
And so she compiles it all for you guys to do your own research later and find your alpha
and follow up.
Any likes, retweets, interactions on that also help grow the brand.
And Allison does it for free.
So appreciate her and it helps keep her going.
She wanted to give a shout out to Toonie.
Cooked up a dope piece of work for
us just showcasing the Foundry these last two months. And, you know, we don't really talk about
it much here on the show, but just give credit where credit's due. And so just shout out to Toonie.
Appreciate you, man. We do this Tuesday through Saturday, 11 till about 12, 1230 Central. It's
TD Ayer Stay Poor. You guys be safe and we'll catch you in the Foundry. Thank you.
