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THE DAILY ALPHA♻️
Recorded: Dec. 26, 2023 Duration: 2:14:00Space Recording
Full Transcription
What's up? What's up? What's up? Welcome to the TDA. We back. We are back Tuesday through Saturday. We never fail you. We're here for about 945, 12, 1230, depending on the combo, baby.
One thing that I understand now more than ever, you know, I have been working six days a week and, you know, the Mondays where we don't have shows, I try to get on spaces and contribute and bring value.
So I'm pretty much like in the space, even though I'm not having the space. But now having two days off and kind of just like casually browsing the Internet, man, it is tough to get back hosting the show, man.
It's just like I feel like my feet are flat. I don't have a lot of momentum because like by Friday or Saturday, I feel like I've pretty much covered every stone in Web3 and pretty much giving you everything that I've found.
So taking two days off and casually just like scrolling and then coming back trying to like produce an alpha space, man, I feel like I don't know if I could do it.
But we always get through it. You know what I'm saying? Like we always do it. We always bring valuable information to the table.
It's just like I can understand people that took like a month break or a week break or a three month break.
And like sometimes they never come back because it is hard to get back to hosting a space even after being like actually in the space for left for two days, a little less a week or a month.
So I don't know, Chief, are you feeling the same thing? Like we're just kind of feel flat footed, like you have no momentum, like we're starting this off.
And we have a whole week ahead of us. It's kind of daunting sometimes thinking about it.
Not so much. I mean, I get kind of excited, but I mean, I do kind of feel lost.
And since these last two days with the Christmas thing, I mean, it was good to disconnect for the last day or two.
And then luckily, a lot of the DGents disconnected, too. So no new protocols, no new fucking crazy random ass shit that, you know, went up like crazy.
I mean, there's the shit coins and that's always going to be there. So not necessarily too much FOMO, but just glad that I don't have, you know, four days worth of fucking catching up to do, bro.
That's always a pain in the ass and feeling like you don't understand what's going on.
Yeah, I mean, Solana fucking went crazy over the past two days with me off. It was under 100, went all the way to like 120.
So that was that was crazy. And then a lot of stuff on Solana was popping off.
You had this Francus collection. I think it was like a week ago, set around point one, got all the way up to like 10 Sol.
So like, yeah, there was some crazy shit going on on Sol.
And it seemed like a lot of Bored Apes that came over and came over some new wallets and stuff started buying these these frogs on Solana and pumping the price.
And now it's like out of the price range for like a DGEN project. It's like above some of the bigger projects, like even Bodogos.
So if you got into it, you're up nicely. The Sol maps rose pretty big over the weekend to even, you know, Sol was up like 60, 70 percent.
And Sol maps were up like 90, 90 to like 100 percent.
And so those saw a nice rise, even with Sol pumping. So Sharfoo or Shifoo, I don't know which one is, is pumping the shit out of these Sol maps.
So if you're on the Sol side, there was a lot of money being made.
There were some other plays on Bitcoin and Doge Noles and some other chains, but it seemed like Solana was the main player over the weekend,
which I thought motherfuckers would give up and tap out. But no, people want to continue the DGEN even on Christmas.
What did you get for Christmas? Anything for Christmas you like, bro?
Nah, just clothes and shit. We're getting old. I got a lamp for my room, you know?
Got a lamp for your axolittle?
No, for my room, bro.
Yeah, that's where your axolittle is.
Nah, she's downstairs in the kitchen.
Yeah, having a, you know, aquarium upstairs is not what it is, bro.
That shit is a pain in the ass. And then you got to fucking do the water change and all that.
Quirbs are cool, but, you know, it's definitely a hobby.
Yup, yup. So, this weekend was a pretty, I mean, for me, I was casually browsing, but it seems like I didn't participate on Sol.
It seemed like a lot of people did, so.
Me? I shit. I didn't really participate at all. I tried to give myself these two days, but those Bitcoin larvas are cooking, dude.
There's, like, two Bitcoin worth of volume in the last 24 hours and 65 pending sales.
So, basically, how-
That's all those.
Like, the larva chads that we had here on ETH, they dropped them on Bitcoin.
By history, typically, those don't last very long.
Nah, the larva chads never had that big of a run.
I mean, we have the Bitcoin MFers. Everything is the ribbon on Bitcoin just seems to have, like, a nice little pump.
And then, like, three days later, it's completely gone.
So, some people hit me up about the larva chads, and I was like, I wasn't recommending buying them, but they did pump.
I still got a shit ton of Bitcoin MFers, bro. I think I got, like, fucking 25.
You know what I did buy this weekend? It's these Bitcoin kingdoms. Have you seen these?
The game?
Yeah.
Yeah, the game's pretty cool.
I bought a plot, I think, for 0.015, a blue plot. And I think they have some kind of integration that's coming with bitmaps.
Kind of like a metaverse play on Bitcoin.
Yeah, that one's-
They've got tons of volume.
It's really cool, because they got little lands for specific communities inside the game.
You can go hang out in, like, I think there's, like, a Frog Kingdom, a spa, an OXBT Kingdom, all that kind of stuff, and, like, hang out with your little partner communities.
They're the first, quote-unquote, game that came out in integrated IP, and has been kind of pushing the boundaries on the Bitcoin front.
So, I mean, I know a lot of people like them.
Kind of dope to see them get volume and shit.
Yeah, I just don't see a lot of people even real, recognizing there's actually an other metaverse play on Bitcoin other than Bitcoin.
Well, there's another one, too, that just recently dropped, and most people, I don't know if they saw it trending.
It's called Root.
Basically, loot on Bitcoin.
Same kind of status set up, except now, instead of you just getting the text how loot was, the text actually generates you an image, you know, using ChatGPT or whatever it is.
Similar to the Jason Maxibiz.
But anyway, it's called Root.
It's been trending for the last two days or so on Magic Eaton on the Bitcoin side.
This was, you looked it up.
They had specific, you know, character classes and all this kind of stuff, and you just go and kind of inscribe what character you wanted, a goddess, a deity, whatever it is, right?
And it just kind of moved around these different classes and games, kind of a build-your-own RPG.
I think it's still currently being inscribed based off of, like, what class you want to get, whether you get a normal, like, human, a humanoid, all that bullshit.
And it just continues, right?
And so that's a new metaverse play that's kind of being spun up right now.
I don't know if it'll have legs, but decent amount of volume, bro.
Three Bitcoin in the last 24 to 48 hours.
That's not bad.
I did solve Root.
I didn't know that's what it was, so I'm glad that you break it down.
I saw it on the trending thing when I was looking it up this morning.
I pinned up top, and then we'll say what's up to Manny.
Bitcoin dominance, for the first time since December 2022, has fallen below the uptrend, which I personally think is kind of a good thing.
We're starting to see this is kind of maybe the start of an altcoin cycle.
Bitcoin dominance broke the trend line.
You're probably going to start seeing more altcoins pop up.
We've seen that over the weekend, soul pumping, we've seen near.
So I think this dominance breaking down could be whale gains also, where whales are trying to suppress their enthusiasm for this ETF coming out.
So they're trying to dampen and see like, oh, we're selling off.
And then when the ETF is announced and they pump this fucking shit.
So it kind of makes me think whales are trying to sell, trying to convince retail this is buy the rumor, sell the news.
And but also like it also could be the start of the beginning of altcoin season.
Now, BTC dominance is kind of it's kind of broke its trend line from December of 2022.
And, you know, Bitcoin hasn't had a 30 percent, hasn't had a 30 percent correction all year, which is the first time that's happened.
I don't know if that's the first time, but that's that's crazy.
In a whole year of Bitcoin, we haven't had a 30 percent correction.
So pretty interesting.
We got Manny up here.
How you doing?
How was your how was your Christmas?
I'm sure you're dabbling on soul.
I heard some of your things you were doing this morning where you I think where you're just DCA and using Jupiter or something like that or buying off Jupiter and just selling the coins off that.
I don't know.
But how are you doing?
You know, Manny, I'm doing well.
Yeah.
No, what I would do is I would just pull a fib on the chart and be like, OK, this is where I probably want to take profit.
And then I just use the limit features on Jupiter to be like, all right, I'm buying here.
And then I set the sell orders as soon as my buy orders got filled.
So then I didn't have to be like glued to the charts or whatever.
So it was pretty decent, pretty decent, like weekend, pretty solid.
I'm looking at BitTensor.
I think that's the only thing that is up in the market right now.
But everything's feeling kind of toppy.
So I saw up to stables probably 30 minutes ago and I'm just kind of hanging out.
I don't know.
That's kind of just how I feel.
I'm trying to see if I offload this doggy coin and just hold Doge instead just because I think that's about to have a pretty big momentum vector in like 20 days.
So I want to be like liquid for that.
But I don't know.
I'm still in shib too.
I think that the, what is it, the EIP 4844 comes out, gas fees come back down to like sub two bucks.
Everyone's bricked on ETH all over again.
And then all of the like mercenary rotational liquidity from Sol comes back to ETH.
Wait, Manny, where did that come from?
Is this a new mythical EIP that no one knew was ever going to come back or exist?
Or I thought ETH was dead, bro.
Like that's what I don't get.
People have no fucking idea or don't do any kind of research and understand that, you know, there's literally shit in the works for the whole gas prices.
So when everybody's looking right, look left.
Yeah, exactly.
So it goes live in February.
So that's just, I'm trying to position myself in a way that like everyone's super bricked on Sol and like, cool, good job, right?
Have fun, make money.
But I'm trying to catch the next one.
So that's where most of my pivoting is, is like Arbitrum.
I think Arbitrum optimism has a narrative too.
So looking at those, I don't know.
That's really it, man.
I don't know.
I like HMX a lot on Arbitrum.
Have you got, I mean, you trade on Mexi.
Have you had any issues with Mexi?
I know there was some fuckery going on this weekend where they're letting people withdraw and stuff.
Are you, are you cool with Mexi or is that something?
I don't fucking, I mean, dude, that guy had five grand.
Like, you know what I'm saying?
Like, you really think that Mexi is going to take people's money, like for five grand?
Really, dude?
Out of all of the people that they could take money from, like a non-KYC exchange is going to get its whole business model taken down for paying some, for not paying some guy five grand?
That's just kind of where I'm at.
Yeah, I don't participate on Mexi, but I have seen the FUD come out over the weekend.
So I kind of want to ask someone that actually uses it what their thoughts on it, because I really didn't have an opinion.
So, but yeah, Mexi.
There's something that I found over the weekend.
Have you heard of this token called Welsh, Chief?
What?
Welsh?
Yeah, Welsh.
It's the first meme coin on Stax.
It has, like, tons of friction around it.
I think it's like a $5 million market cap.
So, I don't know.
Like, those are kind of the plays that I'm always interested in.
It's like the first.
Yeah, me too.
The first meme coin on it.
I think what I've learned, though, yo, and I mean, especially right now during the holidays, these MFs just disappear, bro.
Like, you know what I'm saying?
Like, they dropped the first of this, and they're like, well, it's the first ever.
I got to build out the whole infrastructure.
So, it's going to be, like, you know, a month, a month and a half, and you're like, oh, shit.
Okay, cool.
Well, there goes that, you know?
So, it's been fun, but especially now with the holiday season and just the people being busy, a lot of these firsts are just kind of just, like, sitting.
And now I'm scared.
Like, my Doge, I did that Dive thing.
The indexer is, like, 25% completed, and it's been damn near a week.
And no one knows what to do.
I can't even – I don't even want to spend any, you know, Doge in my wallet because I don't know what's Dive and what's not.
And just shit like that, like, it was an area of this whole rushing to be first that I wasn't prepared for, which is this lag in either the ability to reacquire funds, the lag in having something to do with this shit,
or, like, breaking a main account because now it has a bunch of new token standards or all this shit, and now I'm scared to use it, spend the money that I spent on the new token, you know, by accident.
So, I'm learning, you know, with this whole prepping for all these new token standards, these new coins.
But, yeah, learn from my mistakes as well if you're out there trying it out because return is a little bit slower now,
especially with the holidays of these guys, like, taking the money in and then sitting down and locking themselves away for two or three days to get the indexer up or get trading on a marketplace.
So, just be weary on opportunity costs is all I would say.
I don't know about this pipe thing that you're – like, now, like, that track is going to index.
I just kind of think that you should probably sell that, personally.
I think track takes over dogenals and indexes, and this pipe thing was just, like – it was there.
It had an add a vector, add a –
It's just going to be a token that's just going to be traded on pipe and track and all that.
It's in the – it's just an ecosystem token in there.
So, it's already sitting at 75 cents per over-the-counter.
So, we'll see where it goes.
And, I mean, that's no index, and that's nothing.
But there's a bunch of shit like that, right?
I did the ICP shit, got a shit ton of that.
I don't know what to do with that.
I mean, it's a plug wallet, so it's not necessarily a wallet that I would use or be scared of, you know, burning the shit inside.
But, you know, the Doge one is.
So, that one's bricked up and locked, and I'm scared to mess around and just stuff like that.
So, I'm just learning all these different avenues of, you know, participating in the first verse.
And so, yeah, I just wanted to share a little bit about that, too.
Yeah, I pinned up kind of the thread from this guy.
His name is called The Crypto Cat and basically broke down, like, how to purchase Welch if you wanted to.
So, this is the first meme coin on the Bitcoin network.
And kind of, like, kind of reading this, like, the best-performing asset in the entire cycle is SHIB.
The first meme coin on ETH went to $1 million and then went from a $40K market cap to $40 billion market cap in less than nine months.
Perhaps people have realized the first meme coin on a major chain does extremely well.
This is why bonkersly saw a massive repricing from $20 million to $2 billion and a $100X in two months and surely more to come.
Wealth, I mean, Welsh, is currently around a $5 million market cap meme coin.
It is on the first cryptocurrency, the strongest narrative in the entire crypto industry.
Yet under the radar, this token can, in my opinion, reach the same or even above.
So, this is all his opinion.
He has some money in it, but the token has been, he says, it's very difficult to buy at the moment.
This is a single most difficult token.
This is, like, right up Manny's alley.
He loves friction.
The most token I've ever bought.
Harder than RailBlock's, RailBlock, known today as Nano, which was on a shady exchange.
Difficult to buy because of this.
It pumped to millions as people figured out how to buy.
Progressively being early here is a massive edge.
The token has been deployed on STX, which is stacked, which is a Bitcoin layer 2.
And there are only one exchange with little liquidity to buy enough by a decent 10K USD position or more without a major impact to the price.
Here's a dummy proof tutorial that I could find anywhere else.
You'll need some STX.
On the STX network, you can withdraw from most exchange as they halt withdrawals, as probably everyone is trying to ape this.
And the BTC bridge has the funds of people locked up for days.
But I found a Solana bridge that takes 15 minutes to bridge.
So you're going to buy Solana, send it to your phantom wallet, go here, bridge from Solana to STX.
And he has an app.rockettx exchange.
The website will ask for your STX wallet.
So you must first create an STX wallet.
I recommend Leather at leather.io.
Make a STX wallet.
Then once you have your STX address, you can use the bridge above and send your Solana to STX.
This method takes around 15 minutes to get your STX.
The STX network is faster than most reliable method at the moment.
Once you have your STX in your leather wallet, go to this exchange, which is app.alexlabs.co.swap, connect your leather wallet, and select the token Welsh, which has already been recognized on the exchange.
The tricky part now is the STX transaction validate based on BTC blocks every 15 to 30 minutes.
This will change in 2024 to every five seconds.
When you buy, make sure you put the fees at at least five STX for slippage.
It needs to adjust based on how much you're buying.
If you buy less than 1K, keep the standard slippage at 4%.
So this is kind of his little breakdown on the Welsh token.
If you want to buy the very first meme coin on the STX protocol, which we've been basically saying, if you're first, if you've been first to every protocol and their meme coins and their NFTs, you would be a millionaire.
And more friction, the better, right?
So when I saw Manny coming up here, I was going to leave this for later to the show.
But this is a Manny playbook, and I wanted to give him this resource.
So if he wanted to deep dive, he could do it.
So what do you think, Manny?
Does Welsh have enough friction for you to think that there was a play there?
It's at a $5 million market cap, apparently the first meme coin on STX, which is Stax Layer 2.
So I don't know, Manny.
What do you think about that?
So there's a point in too much friction that I think that we can get to.
It reminds me a lot of SRC 20s, the stamps, right?
How they just kind of didn't catch on, right?
Like the thing is, is like being early is super important and just grabbing some and then forgetting you even have it, I think is the mindset I'll go in with this.
Like I almost want to middle curve it and say that there's too much friction.
But then I'm just like, no, you have to do it.
So I'm going to just get a little bit of this stuff and probably never look back.
And then if it goes to zero, then it goes to zero.
But if it goes to like a hundred mil or like a bill, then I'm glad I caught it, right?
So we'll see what happens.
I mean, yeah, I'm like, we've kind of faded stamps from the very beginning.
But like I've been following Jake, which is, he works for Emblem Vault and he's multi-chain by Curious.
And he's been just like posting all-time highs for stamps and things that are going on STAX and things that are going on the whole protocol.
So it's like, we kind of fade it.
We don't see it.
We don't follow it.
But there's actually like a lot of all-time highs and a lot of progression that's happening on that layer too, especially with, you know, Bitcoin fees going through the roof.
I'm like, my play is dogenals and doge for that.
But, you know, some people might move to stamps and stuff.
So, yeah, I know that not a lot of people talk about stamps, but there has been some progression.
There has been some big buys in the past month over on the stamps protocol.
So definitely got to keep an eye on this.
And this looks like to be the first meme coin.
So I just wanted to throw it out there.
That's a resource up there, bookmark it if you are interested.
It kind of gives you a quick breakdown on it all.
So just wanted to throw that out there for all you guys.
But, yeah, we have just a – there's a lot, you know, like just kind of stuff to watch for this week.
Obviously, BTC plans to make final changes for the spot ETF by the weeks in.
I think that's the 29th where all the changes need to be – that happen.
We have AVAX.
It's kind of a laggard to Sol.
Usually pumps shortly after Sol.
So I'm definitely looking at AVAX and AVAX ecosystem to pump now that we've seen Sol.
It's kind of like a rotation play.
Like we talked about earlier, STX, which is the stacks, the stamps and the stacks layer in tune for Bitcoin.
They have a testnet launch of the Nakamoto upgrade that's expected this week.
So STX is a main beta play for BTC.
You could possibly see the price pump based off this upgrade.
We've seen that kind of stuff happen before.
You have DYDX has 100 million worth of tokens that will be unlocked on January 1st.
Those tokens will go to teams and investors.
So if you do hold DYDX as a token, just know there's an unlock on the 1st and typically investors dump on these unlocks.
So it might be a nice little short.
If you can get a MEX seed position on DYDX, there will be an unlock in a few days.
And then you have a – go ahead.
Go ahead.
I was going to say be careful with that because normally what they do is they do the opposite.
Like remember when Blur just started pumping right before the big unlock came?
So what they'll do now is because people like us caught on to like the unlock schedule and we were just short when the thing unlocked.
Now they'll just scam pump it up to get all these people out of their shorts and then like make the price even higher for investors to dump.
So just be a little careful out there, bro.
They want your money.
Yeah, they do.
The whales know how to manipulate.
That's for fucking sure.
And CAVA, inflation will be completely shut off by January 1st.
So I guess they have some kind of coin that's inflated and they turn that off.
So those are kind of some things that I'm looking at for this week.
It's kind of wild.
They said inflation will be turned off.
Please just wait.
We will start burning these.
But, yeah, by the end of the year, we all have all these kind of protocols and these institutions coming out with their keys insight for 2024.
Delphi Digital came out with yesterday and the year ahead for gaming 2024.
They have 20 insights on 2024.
I was trying to look for some plays, like them talking about particular tokens, like, and I think I found some.
They talk about optimism as one that they're looking at.
AI-driven generative agents will be created entirely new players' experience.
So five projects are intersecting with AI and crypto gaming.
They said the watch, Delphi said the watch is parallel.
Today, the game, AI Arena, Geppetto AI, and Avalon.
So they're looking at AI-driven with crypto gaming, and they kind of named those two.
And they said probably the Web3 game development has experienced rapid expansion.
According to Delphi, the two projects that have the highest potential to Delphi Digital are NFT Lands, which is now Hopia, and then Ronin Network.
So those are the two projects that have the highest potential to Delphi Digital thinks.
They're also bullish on AAA gaming, undermining the most focal point of attention in the blockchain game industry in the past two years, both privately and publicly, at least high-level AAA competing, not only amongst themselves, but also with a wider web shooter game.
So they basically have a few projects that they're looking at, which is Midnight Society, Dead Drop, Shrapnel, Godzilla Games, that's off the grid, Star Atlas, Illuvium, and Parallel are all the kind of the games they're most bullish on.
And that's about it for kind of like identifying the stuff that they like.
Just got to keep your eye on some of that stuff.
These people create narratives.
These people are the ones that, you know, the influencers, they have the influencers in the back pocket that'll talk on their videos and pump the price.
So knowing, like, what VanEck likes and what Coinbase likes and Delphi Digital like, I don't think there's any – I think that they kind of create the narratives and what they like, I think we need to pay attention to.
And I think a lot of those games we're all pretty bullish on.
I don't think they named anything in there that's like, wow, I never heard that before.
Just keep your eye on those games.
Delphi Digital is a mover in this space, and, you know, they create the narrative.
So, Manny, what's up, bro?
Yeah, dude, I actually met the VanEck analyst who wrote the Solana thing.
He, like, showed me every single spreadsheet, how he was collecting the DAUs, doing all of that stuff.
I think – I actually don't want to dox him, but what's it called?
Yeah, he's a real cool guy.
He's, like, has a Twitter, 1,000 followers, like, pretty smart dude, too.
And he was getting data off of some, like, pretty kind of ratchet places.
So I connected him with HelloMoon, and I was like, look, dude, there's way better data here.
Just, like, talk to this guy.
They'll set you up with the APIs to ping whatever data you want.
So now I think they're – whatever new forecast they have will be even more precise.
But, yeah, I agree with most of the stuff that they're kind of trying to do.
I think one of the biggest things that we're kind of – shout out to Finn on Rowan, though.
Like, that's super interesting that they're mentioning that, too.
God, there was something, and it's completely gone, bro.
It's gone.
It's just gone.
You'll get it back, bro.
You'll get it back.
And, you know, just talking about coins, Merit Circle, you know, it's been on a fucking heater, which is Beam.
And I saw this this morning, and this is a street sweeper going right by me.
So if you hear that, he's sweeping the road.
Thanks.
And it goes down the wrong way, so I had to, like, avoid him.
So he's going down the one-way street in the opposite direction.
But this single-handedly pump Merit Circle, Beam token up 10% this Christmas morning.
The wallet last bought Beam on 12-3 has made its second highest conviction bag of $1 million after $2.5 million worth of staked Mumbai, M-U-B-I, worth watching.
So this guy looks to be a whale, and he looks to be purchasing a bunch of Merit Circle.
And I don't know, man.
It just – that kind of has the narrative, too, with the integration with the Mutable X and Polygon.
You have backing – seed investing backing by some of the biggest influencers in the space.
I mean, Merit Circle has been an absolute heater this month.
And, you know, since probably August, it's just continued to pump.
But this guy looks to have doubled down again on it and has purchased another million of it.
Go ahead, Jeep.
I remember, dude.
I remember Jason fucking Kalkanis, dude, coming back and starting to do some fishing expeditions for some VC in Solana after 10X,
after they're, like, trying to sell all their bags a year ago, was probably one of the greatest things I saw on the timeline this week.
I saw something on that where David's back was talking about it, and Chamath replied to Sol about, like, how it's a VC, and they dumped it.
And Chamath, like, responded saying, well, if we dumped it, then why is it at a fucking back – almost at an all-time high and shit?
So, like, Chamath and David Saksford, you know, notoriously pumping Solana on the All In podcast during 2021.
A lot of people associated them for pumping it, and that's – like, you've heard the narrative, it's a VC back coin, and I think it comes from that.
But, you know, they were talking about the Solana pump this weekend, and Chamath's like, well, if we had such a big influence, then why is it basically higher than when I dumped it?
So, I mean, Solana's going crazy, actually. So, I don't know, man. I don't know how much higher it can go, though.
Probably 140, settle, Bitcoin ETF, and then that sole BTC pair just kind of pulls everything with it.
And then we start to – we wait mid-summer to rate pullbacks, and then October we start to push.
And then 25, we see the all-time high. February 25.
What do you think all-time high is? 600? 700?
For 50, 500? People are calling for 700, but I don't know. We'll see.
Yeah. Sol is definitely one of those tokens where you're just like, damn, it's up 20% in Ethereum and Bitcoin are, like, stagnant.
You're like, man, I should have been converting all my profits into Sol this whole month, which I have been.
So, I've been getting a lot of this pump, but it's like, when does it stop?
Like, this thing is going crazy. And, like, when's everybody going to catch up to it?
It's like, it's pretty much number three. It's basically the BNB chain of this cycle.
I remember BNB coming into the space, and it was pumping hardcore.
I think it started at, like, $10. It got all the $300.
Like, Solana is now basically, like, the BNB of this cycle, and it just continues to go crazy.
So, pretty crazy.
I found this this weekend, and it's all in Chinese, which is awesome.
But it creates friction, and I translated the post.
And this guy says,
After learning about the boastful remarks of the well-known crypto beggar security guard, Chang Wexie,
finance plans to officially enter the BTC inscription sector in early of 2024.
Deeply cooperate with a well-known inscription infrastructure that connect to other protocols other than ordinals,
such as ARC20s.
I never heard protocol to open inscriptions.
A new chapter in the field, ordinals and BRC.
I guess the post says,
There has also been a notable drop in block space demand in empty-ready infrastructure through 2023,
Q2 of 2023, which the sector has not recovered from.
While this was caused in part of by a decrease in overall NFT security,
we also believe that a large portion of NFT activity has started to shift to Bitcoin ordinals,
which saw initial surge in volume from April to May of 2023,
around the same time Ethereum and NFT gas demand dropped.
So, I don't know.
I guess BTC ordinals and inscriptions,
I guess you're going to be able to inscribe directly in Binance soon,
which will probably be another big catalyst for ordinals.
Do you think that's something that could be a catalyst, Manny or Chief?
Go ahead, guys.
Yeah, 100%.
I mean, Binance is the biggest exchange outside, I mean, literally in the world.
And then you got OKEx,
and that's where you literally see the most amount of volume for BRC20s anyway.
So, it's going to be a game changer on that end.
And I also just add to that news, too,
it's just Binance Research comes out and says TAT protocol, right?
So, it looks like they're actually going to go a little bit deeper
and do full Bitcoin infrastructure build-out.
So, this is TAT protocol and Ordify enabling protocol from Bitcoin
has raised $4.2 million in funding from Sora Ventures.
So, Binance is already starting to cover and focus, almost specialize.
So, I think that they got their feet wet, you know, for the last six months,
and now it's time to dive in.
Go ahead, Manny.
You know what ARC20s are, Chief?
I've never heard of that.
The Atomicals.
The Cosmos stuff?
Atomic.
Yeah, the Atomicals.
Is that basically, I've heard kind of people talk about it,
but I still don't like a good understanding.
Is it basically, you can, it's like a 6551 ETH
where you can like put a lot of tokens on one ordinal?
Is that what Atomic is?
I don't know, bro.
That's what CBRCs can already do that.
CBRCs, you can attach an image and a token together.
So, maybe this is an image and a token and then a vault?
Like, you know, it's just being hard to catch up.
I'm barely getting fully schooled on the CBRCs and getting to the point where I'm comfortable,
like, or at least knowledgeable, all in that.
And then we, then I got to do Atomicals and then I got to do the TAP protocol.
And it's just hard to keep up.
But, yeah.
Yeah.
I've heard like the new metas are going to be these Atomicals and the CBRC 20s.
Yeah.
The CBRCs are really getting, taking off.
Like a lot of people are, they even did a poll of what experts should integrate.
And TAP, TRAC, PIPE, that whole ecosystem has been out for, I'd say, about four months.
Like, I think a couple of coins in there over the billion dollar market cap, et cetera.
And CBRCs won the poll as the most requested thing to be added on to experts over TAP, over
PIPE, over all of that shit.
So it's interesting that that new protocol, right, just the ability to wrap a token and
have the actual, quote unquote, digital artifact built in is a game changer.
So I'm posting up some things up to the top that has a full layout of the CBRC 20 ecosystem
as of now, right?
It's still early.
The Cyborg Punks were the ones that we got a couple of our community members in there.
You guys should still have announcements or noties on for that.
Pepitinos are another big one that have been going around, are the, quote unquote, first
original art on the CBR20s, CBRC 20s.
And then you have the Ordinal Friends, which is, once again, another original artwork on
the CBR20 ecosystem.
So a full breakdown up there on what connects, how it does it, and kind of the ability to
go and just get your feet wet, right?
I'm also pinning up another one up here.
So it's two threads for you to more or less understand those.
And these are what I'm using to kind of grow from.
And, you know, you can understand these new tokens that are coming out.
And then to add to what you were saying, X, Unisat is also supporting ARC 20.
So that's going to fuel that fire for all those Atomicals trading and just everything that
you were mentioning before, because now you'll be able to do it all inside Unisat.
Yeah, the CBRC 20 Twitter minted something over yesterday.
I tried to get on, and I think I was late, but they put a ticker handle out that you
were able to mint their ticker called BTC.
And I think there was only 21,000 of them.
And I think there was only 1,000 mints available.
You had to do it on, like, Jimmy Data or something.
Oh, Genie.
The website.
Yeah.
Genie Data, and I think I got to it, like, five hours into it.
I just, you know, spammed it and tried to mint it.
I think I was, like, 2,000 late.
It's hard to check this stuff.
I still don't understand how to search it.
Do you know who it was so I can look it up?
It was CBRC 20's Twitter handle is the one that deployed it.
It said this is just an experiment, and it went pretty crazy.
Let me see if I have it in the alpha chat.
I put the ticker in there and then the Genie Data.
Okay.
Yeah, no, I mean, yeah, that's what I was about to say.
I think I saw someone posted, but it was you that threw it in the alpha chat yesterday.
Okay, because I was like, yeah, it seems similar.
Dude, they're just cooking, so I don't know.
I'm trying to get schooled up on this CBRC 20.
I'm not trying to get caught.
You know, I missed the board, even though I saw it happen,
and that's not happening again.
So just kind of been tuning into that, and then I'm going into Atomicals.
So give me, like, two weeks, guys, and we'll get fully caught up.
That's the problem with taking fucking days off.
I know, bro.
Like, we missed something.
Like, we're like, oh, nothing happened, but then we take two days off.
Like, all this shit happened.
They're like, damn, bro, I missed it.
Like, I missed it.
My board missed this, all this.
I think I was 200 minutes late on this BTC one,
which I think they were, like, when I was looking at it on the day,
people were like, oh, my God, one BTC of the CBRC is worth, like,
30K or some shit, which no one bought any of it,
but the floor price was that.
So I was like, damn, man, I missed generational wealth.
But I don't think anybody's purchasing these.
And then plus, we have the Cyborg Punks still coming out.
And that's slower and steady, too.
So that's at about 3K have been inscribed.
Those are free, guys.
You just pay transfer and inscription costs.
So I'm not going to say free, but about 30 bucks, maybe, give or take.
Shit, if you win on the days where the mempool is low,
it'll probably be 20, 25 bucks, and you can get three.
I would go as hard as I can on that if they're being backed by the protocol
creator, which they are.
And, you know, they have their little FUD success story or whatnot.
So, yeah, I mean, for the quote-unquote free mint,
we've seen them all cook up, especially on the BTC side.
So it can't hurt to get yourself exposure to those punks.
The only one thing I don't like them is the purple background
because that's already – there's already a purple background with the SL.
The Solana inscription punks have a purple background.
I think other than that, pretty cool.
I have one.
Somebody sent me one since I couldn't –
Didn't the – but who came first?
I don't think the Solana inscription punks came before the Cyborg Run Cybers.
I think maybe it were like two or three months or since the Cyborg protocol –
not two months, probably a month or so.
I don't know.
I just don't like the confusion.
Like, someone's going to post one, Solana one,
and it's going to have a purple background,
and then the people in the summers are –
like, for noobs, they're not going to know which one's which.
So I was like, I wish that they had a different color.
Isn't the purple also from the V1 punks?
Aren't those purple?
That's kind of like a lighter purple.
Like, these are like dark Solana purple.
Both of them are.
Yeah, I don't –
Solana purple isn't in my color wheel,
so that, you know, it's always Cyborg Punks or, you know.
That's why I was confused.
But I guess that is the color that everyone could, like,
associates with Solana, so.
Yo, what up, Swag?
What's up, brother?
Yo, what's going on, GM?
You guys been minting any BRC 100s?
Yes, bro, and then that's another thing.
I got some of those, and that's what I was explaining.
Like, it's hard as fuck to know what to do with your tokens because you can't ever find it.
And, yeah, I think it's nbrc.org.
Is that correct, Swag'd Up?
Yeah, yeah, yeah.
So there was one that's been minting for a while, BOS, that just minted out over the weekend.
It's interesting, though.
It's a hybrid model where you have the ability to, like, mint some to yourself and then also do free and fair mint with the remainder.
So, like, they, for this one in particular, BOS, there was 400,000 that was minted to, like, the owner or the deployer.
And whoever put this out said that, you know, portion's going to be yield, portion's going to be for the team.
But then the remainder, the 600 million, which is, like, 1,000 per, so what is that, 600,000 inscriptions, were public.
And that took a while to mint out.
So, this particular one has, like, 6,500 holders at mint out.
I just thought it was an interesting new dynamic of, you know, hybrid fair mint plus the ability to potentially hold some to do something in the future.
So, basically, instead of having to, I guess, re-enter, this allows you to do it all in one transaction?
I don't know exactly how the transactions work for somebody that's, I don't know if they have to, like, mint it in 1,000 bundles.
I would assume that it's probably cost-effective to where they can.
Like, deploy themselves to the 400, rather.
Because, I mean, that's the only real difference is, I mean, on a regular token, you'd go create BOS,
and then you'd have to go back in and then mint 1,000 packs of however much you want to acquire, and it's costly.
So, I'm assuming this, and it's either, you know, either one, you either get that bulk option when you first start of getting a 400K pack
and also deploying at the same time, or deploy, and then you get the 400K pack cheap, like, in a bulk or something.
But, yeah, it's cool to understand the difference, because I read on their website trying to get there, and I didn't get it.
I have 15K of this boss.
It was taking fucking forever to populate, so I didn't go hard on buying more of them.
But, yeah, you have to use OKX Wallet.
That's another thing, too, guys.
Our wallet games are being changed and modified right in front of us.
Get yourself OKX Wallet.
Be aware that Unisat Wallet is now being considered the token slash new protocol wallet, right?
And Xverse is more for your digital artifacts and stuff like that.
So, don't send any ordinals or digital artifacts to your Unisat Wallet.
Ultimately, they'll probably fix that in the future, but for now, that's the token, shitter, new metaprotocols, that kind of wallet,
and save Xverse, OKX, leather, whatever you want to do for ordinals, because, yeah.
And you could also, like, you don't necessarily need the OKX Wallet with these BRC100s.
There was, I think that's, like, the only thing you could, like, mint if you wanted to mint directly on the site.
But they're essentially just text inscriptions, so as long as you have the right text to inscribe, you can inscribe it.
Like, what I've been doing is just sending it to one of my BRC wallets that is, like, my just, you know, forget it wallet
until, you know, there's support where I can actually fucking do something with it.
Yeah, that's what I was saying, too, with a lot of these new metaprotocols.
It's like, we go, we degen a good amount of money.
And, I mean, at least for me, having now to understand that, like, this is money that's probably not going to be seen back for a couple months,
or maybe at least a month or a couple weeks or so, you know, especially now with the holidays, to amplify that.
Just due to, they're all new.
It's going to take weeks or so to be developed and to be created indexers.
And then, you know, all the intricacies that come with Bitcoin rather than Ether Solana, which tomorrow they can,
hey, smart contracts index this and it's done.
So think of opportunity costs, guys, when you're getting involved with these.
But always try to get some type of exposure on these new protocols and these new tokens.
Yeah, even if you're just literally firing off three mints, like, I have some situations where, you know, six months ago I did that and those bags have woke up.
Oh, me too, bro.
Like, today Swapski randomly started tweeting about his token that I swore I got rugged on and I actually had a fat bag of that.
So we just like to go sell it.
I've been trying to find this video forever, but I think it just kind of shows you where we are in the cycle.
It's from Mac in B.C.
It says, one of my Chinese friends sent me this video, 70-plus-year-old grandmas in China learning how to buy and trade BRC20s.
This is why buy nights have listed two BRC assets already and I think they will continue.
Ordinals are a crazy hype in China.
If you buy now, chances are you're getting dumped on by the Chinese grandma.
It's just like, it's this video of these people in this conference room just kind of learning the BRCs.
And Chinese people are really attracted to this because it's a fair launch.
There's no VCs involved and it looks like grandmas are getting invested.
So this kind of seems like...
Can't get dumped on if you mint.
Yeah.
That's what they're there for.
This kind of makes me think it's...
It kind of makes me think like we're at a bubble.
This is like a bubble and it's about to pop.
When you got grandmas and grandpas getting involved, that kind of seems like when we have Doge on Saturday Night Live.
I mean, I don't know.
Grandma and grandpas were involved when Pokemon Go came out and they were out there getting that money, bro.
Yeah.
These are just the tapped in grandmas.
Yeah.
You know, like when Pokemon Go came out, they had eight or nine phones.
I mean, they don't got shit to do.
Why not walk around and have my phone and catch Pokemons?
No disrespect if you're old out there and you're hustling Pokemon.
More respect to you.
Pin something up to the top.
My man Pons came through with the ultimate Christmas gift to all of his basically now owners, right?
Or slash his community members.
So on Christmas morning, the play gave to me equity shares in their company.
Yes, you read that right.
Real shares in our company.
Every frog NFT holder as of 10 minutes ago will be allocated a percentage of shares based on the number of unlisted frogs they are holding.
So collectors collect and then traders trade, guys.
So I always keep that in mind.
There will be a multipliers.
Who loves this guy?
I love Pons so fucking much.
Him and Icebags are some of my favorite people.
Yeah, and then he hit it.
Like he goes, there will be multipliers to that percentage based on the following snapshots that have been taken since 2022.
This man has been scheming and playing 40 chess with frog holders for the last two years now because we're about to go into 24.
So if you've been fucking with Pons, he's been fucking with you.
You just didn't know.
So special allocation of frogs that have gone above and beyond for the plague, team member allocation, and PFP usage.
So if you're rocking your frog these last two years, too, you're also getting an extra allocation for that and just some love.
All the info is posted there.
He said he's going to be with his family over these next couple of days and has a couple of facts that will be posted either from the plague account or his.
That'll break down the intricacies of how this works.
But it was more of a Merry Christmas.
I'm going to go hang out with my family.
Go hang out with yours.
But, dude, that goaded move.
100% goaded move.
And to know that.
We always say you're not shareholders in NFT projects.
You don't own equity.
And then Pons like here.
Yeah, but to know that he's been, you know, like planning for the last, you know, two years executing this thing.
And it's one of those like, hey, just trust me.
Sit back and, you know, wait.
Yeah, this was what Kevin Rose was supposed to be.
The irony.
Oh, maybe Pons should buy Moonbirds.
I saw Moose was offering like 200 E for Moonbirds.
There's a bunch of people that did that.
I think 400, 4 mil was the highest offer so far.
Why wouldn't Kevin Rose take that?
I just don't understand.
And then just on that note, before we transition to your front capital thing, talk about Moonbirds.
Someone dumped 132 birds this morning.
So, Merry Christmas to all of you and to Kevin Rose and to the 130 birds.
So, once again, I mean, we've been talking about this in passing, joking, whatnot.
Just to recap, in the space, we've seen a decent pump of about 20% to 30% every time new ownership is announced.
Granted, we got four days left before Kevin just vanishes from Twitter.
So, maybe he might accept an offer offline or some shit.
But keep in mind, could be a buying opportunity here.
I mean, I don't know how much lower this can go.
But that's also famous last words.
So, the bottom for these were under 1 E.
So, that'll probably be my zone.
It's low of before it had this recent run up.
Pudges get down to about 0.88 before Lucas did it.
So, that's what I'm saying.
It's definitely one of those buys, dude.
I mean, the greatest comment, too, is like, what did the Moonbirds do?
And, you know, the answer was, it's CCO, bro.
What did we do?
You know?
And so, yeah, you got to take ownership now if you're a Moonbird holder and you don't want to blame yourself for the rest of your life.
Get out or buy the company.
Yup.
And then, dogenal-wise, within that, this weekend, I bought the wrong frogs.
I didn't buy the sole frogs, which pumped the fucking in sole.
But these Franck Capital, or Franck Cartel, I guess they're dogenals.
And I saw them trending volume-wise around, they were like 10 on Sunday, like ranked 10th.
They're sitting around 70 to 80 doge.
And I'm like, okay, the majority of stuff on dogenals is just a derivative of things that are on ordinals.
And this Franck Capital was basically its own unique thing that I actually very rarely see on Dogecoin.
It's just a bunch of Moonbirds, Bored Aves, just, you know, cryptos.
It's just derivatives.
And this was actually unique art.
And it shot up over the weekend from 80 doge, which was $8, up to 245 doge, which is around $20, $22.
So definitely a nice little move.
Yeah, it's like burger money, 8 to 20.
Like, who gets out of bed for that?
We spend gas for $20 for a transaction on ETH.
But just looking at stuff on a very new chain that doesn't have a lot of, you know, doesn't have a lot of influencers talking about it.
I definitely think this is a new ecosystem.
But just seeing this, a lot of people over the weekend bought some.
Their very first Doge, our very first Doge was a Franck Capital.
So I think, like, the new people that came to the space, they might, like, have a nostalgic feel with this because it's their very first Dogeinal.
They might have sentiment towards it.
But it's ranked, it's basically 24-hour volume is now ranked number three.
It's, it's probably won't ever flip Bitcoin.
Maybe it will.
Bitcoin, our Dogecoin punks, which are the derivative of the ETH version of punks.
And then you have the mini doges, which are the leader, which are, like, the Bitcoin frogs and Dogeinals.
But this is new, very original art.
And that's why I knew it was going to explode because it wasn't a derivative.
And I think it has a lot more to go.
The Twitter handle is basically hinted at an airdrop of this DRC-20 called .dev.
It's been fully minted out.
He's basically talked about it.
And if you possibly own a front cartel, it looks like you might be airdropped their token in the future, which has been done before.
There's a project called Oinknoles, which is a Doge, Doge, like, pigs.
And they dropped their own token, too.
So it's not out of the question that they'll do it, too.
It's just throwing that out there.
I knew it was going to do well just because it was original art.
And it's up a three-act since Sunday.
And it, and it finally broke into the number three spot this morning.
So you got in on it, you're up maybe 15, 20 bucks.
But definitely think these have legs and definitely will probably never, I don't think they go to zero, personally.
I think that these are something that can, you know, withstand, like, even downturns just because some of the very first people that ever got on Doge bought these.
And they probably will never trade them or even know how to trade them.
But definitely original art and just wanted to throw it out there as something I was looking at.
And I'm just going to try to keep my eye on the whole Doge ecosystem.
If there's anything new or anything that's trending, I'm going to bring it to you since there's not a lot of people kind of commenting.
And, like, talking about this ecosystem.
So, I don't know.
I mean, a few people bought them.
But they're definitely a nice little cook over the weekend.
So, just wanted to throw that out there and what they're doing.
And they're probably going to airdrop a token probably in the next month or so called .dev, which is the DRC20 token that they have.
It's like, it's pulling it off, which is good.
I mean, it had that crazy run-up because, you know, mempool was really high and people were really trying to fuck around and degen and whatnot.
But this little pullback, I mean, it's at about 15% to 20% right now, even the Doge mini-Doges and stuff like that.
So, wouldn't it be bad to, you know, some kind of DCA in or DCA around this little pullback and position yourself?
Maybe even with the Doge maps, they're down, what, 10?
Yeah.
When we got down yesterday, down to about 180 Doge, and now it's back up to 245 Doge.
So, I think the pullback was yesterday.
On what?
But, yeah, people are fucking with the art.
On what?
What do you mean?
Am I?
What the?
No, I mean, you can find Doge maps for 19 Doge.
Oh, you're talking about Doge maps?
I was talking about the front.
Oh, okay.
I was like, yeah, these are.
Yeah, but, yeah, the Doge maps, Doge maps are like 22 Doge.
They're sitting pretty around $2.
Yeah, they're at like, I think, 30 or 40 when that little interest came in.
And that's when the Doge mini-Doges ran up.
Everything had that run up, you know, about two weeks ago or a week and a half ago.
So, I think there was that sell-off, but it's just going to continue to get more and more support.
So, I would just look to DCA and pick one up.
I'm going to just keep buying more of these maps.
I was building a metaverse.
You're building a metaverse?
I was building a metaverse.
Yeah.
If I'm building a metaverse, I'm not building it on Bitcoin.
I'm saying that right now.
It's just too slow.
B-bytes too high.
If I was going to build a metaverse that it's similar to Bitmap, I'd probably build it on Doge.
So, these are still under inscription, like what we inscribe Bitmaps at, under $2.
I think these have a lot of room for upside, personally.
It's probably more, like if you are trying to build on a blockchain, why would you build,
especially a metaverse, why would you build it on a chain that's faster, quicker, and lower, cheaper fees?
I don't know.
It kind of makes sense.
And I think DogeMaps, I mean, we'll look at here six months from now.
I mean, I don't know.
I think they possibly could be around $50 or $60 per map.
So, not out of the question, for real, man.
DogeMaps, DogeNals ecosystem is slowly taking off.
And, you know, one collection, if you are looking for alpha, is the DogeNals MaxiBiz.
Like, all the top people that have been in DogeNals since February all have a DogeNals MaxiBiz.
When you go to the doggy.market and you go to the biggest sales, like, you'll see three or four of these DogeNals MaxiBiz collection,
basically a dog version of the GreenEyes, of OMBs.
They're bought every day.
And you get put into a group chat with some of the, like, OGs in the space.
And they're mints in all kinds of crazy shit.
So, if you do want to get a lot of alpha, you don't want to rely totally on me,
I would buy a DogeNals, a dog MaxiBiz and just get in that group chat.
They're basically the OGs of the OGs.
They're like the ZK sharks.
They're like the ZK shark of fucking DogeNals.
So, just wanted to throw that out there as, like, an option if you are looking for alpha for this, if you are interested.
I just threw up just a couple of some stats.
Just over the last day, we've seen it fucking go crazy over there just in the token side.
So, we got sats up to 1.74 billion market clap, up 8% since yesterday.
All these percentage-based increases are from the latest update.
So, for one, go follow this dude, Yago, Yagobiverse, or whatever.
Manz is like a walking dex tool.
So, every day he does a full breakdown of all kind of tokens.
He primarily focuses on Bitcoin, but he's been doing Atom and all the individual meta protocols as well.
So, just to kind of go through a few of these, you got sats up 8%.
You got Ordi up another 10%.
You got Track down 7%, BTCS down 8%, RCSV down 2%, Pizza up 6% in OXBT at neutral, VAMP token up 29%, NALS, and then Pepe sleeping.
So, just something to keep in mind if you guys are trying to get exposure to some of these established coins or the new BRC20s or Atoms or anything like that.
Follow Yago, and he has everything up there with just price updates as well.
So, you can progressively see daily if market cap's increasing or just your movement.
Because there is no way to get this aggregated data not individualized yet.
So, people are having to, in a sense, manually do it or, you know, with the script and then compile it themselves.
Yeah.
I mean, what are some of the things that you're kind of most excited for for 2024 involving like the Ordinals ecosystem, Chief?
Like, are you, like you said, you're interested in Atomicals and CBRC20s.
What are some other things?
No, I don't even, I'm just, I want to learn those things.
I don't know if I'm even going to like them, you know, but I'm more just excited for things I don't know.
Like, that's the thing.
It's like, I don't know what's going to happen.
All of these are brand new protocols that took off within a month.
So, that's what I'm excited for, for the actual unknown aspect of what I don't know is going to be developed and what's going to change it up and keep me on my toes.
That's the fun part of this is that on ETH, it almost became like redundant and the same shit every day.
Now, it's either I keep up or I become exit liquidity, you know, and that's the last thing you want to do is lose all your tokens because you didn't take five minutes out of your day to follow.
I penned up something else to the top.
Now, we have full-blown staking for BRC20s.
We've had it for a while, but .com is BRC20.com and you're now being able to stake your .com or your money sign com and earn a new token bridge.
So, all these new kind of interoperabilities that we're developing, I guess, the small roads to connect these major highways that have been developed.
That's kind of what I'm excited for is the small roads that come up and, you know, being one of the first people on there or just participating and the new people that come over, dude, right?
Because it's going to force innovation now that mempool is so high and all that.
And you're going to have to be intentional.
You're going to have to think things out.
There's going to have to be a reason rather than so, oh, look, money's here, liquidity's here.
We're going to take off.
So, like, over the holidays, did you have any conversations with your family about crypto?
Did they ask you about it?
Anything like that?
No, they know what's up.
I mean, I said everyone is up on their DCAs.
You know, we set up DCA into Bitcoin, into Sol, into all this shit last year, last Christmas.
And then this Christmas, I walked around and was like, hey, bro, check your phone.
Check your phone.
You know, fucking badass chart just straight to the sky.
And so, yeah, it was good.
You know, my girl's up like 500 or 600 and shit.
One of my cousins, we talked about crypto two years ago, 2020, going into 2022.
He's like, yeah, me and my dad, we buy crypto and he holds on to it.
And he talked about Cardano.
And then, like, last year, we didn't talk about it because it was a bear market.
And then on Christmas Eve, I went up to him and I was like, so how's that Cardano doing?
Did you ever sell?
He's like, no, I, like, totally forgot about it.
So I went up to his dad and he logged into his Coinbase account and he's like, holy shit, like, this is up.
Like, he was super surprised that his, his, his cryptocurrency was up from the last time he checked, which was probably like six months earlier.
And he's like, oh, shit.
I was like, yeah, it's like, you know, this time last year I brought to you, I told everybody about ChachiBT and like you guys should get into AI.
And he's like, they're asking me like, so what's this year?
And I said, it's cryptocurrency.
It's not anything new, but I definitely think 2024, 2024 is going to be a big year for cryptocurrency.
And then I kind of saw this chart over the weekend from Dan CryptoTrade says Bitcoin.
It's a Christmas day.
The Coinbase premium has come back up after falling for a week or so.
This was quite a sharp recovery on that premium index in such a little days.
This shows increased interest by U.S. investors buying through Coinbase.
So looking at this chart, seeing more people are buying through Coinbase and actually paying that premium makes me think that, you know, the people that left Web3 are coming back and noobs are, you know, maybe had the Coinbase app and kind of fell out of favor of sort of like my uncle and my cousin.
And then now they're like, oh, we got some Christmas money.
This is up.
Maybe I'm going to purchase some more.
And this kind of chart kind of correlates with like, we're starting to get people back in this space that are more interested and starting to purchase off Coinbase again.
So I think they're starting to realize the prices are going up.
Maybe they got a little news that maybe the ETF is coming out.
A lot of the people I talked to over the weekend had no idea what an ETF is.
And I think when it does announce and, you know, Bitcoin skyrocks like we think we do, I think that will, you know, they'll start getting an education process of why the ETF is important.
And then maybe we get up to 50K and then we start getting some more new participants into the space going to 2024.
So, yeah, it looks like from these charts that people are starting to, you know, log back in the Coinbase and starting to buy a little bit at a time.
So it's definitely interesting dynamic.
And 2024 is going to be interesting.
I don't know what's more bullish, bro, than seeing motherfuckers in suit and ties.
Bankers protesting for their job.
Like, I mean, not that I would wish that upon anyone, but that's also like a paradigm shift that I don't think anyone expected to visually see because it's optically powerful.
You know, you now go from a traditional kind of stigma of white collar jobs or these blue collar jobs.
And these are the people that have to fight for their jobs.
Right. Because of X, Y, Z stability.
Everybody, you know, oh, it's OK for, you know, a factory worker to be out there striking.
Right. Oh, that's expected. It's a blue collar job.
Right. Oh, they want wage equality. Yeah, fuck that.
But then when you see this paradigm shift of where bankers, right, this prestigious kind of position that's in our society out there protesting, going to the streets because the corruption kind of cycle that they were involved in or participated was, for one, the only way that their economy functioned.
And then two is now going away. So even traditional normal banking has been tainted due to corruption and kind of now this new trajectory.
So I thought that that was fucking wild. It happened while we were away.
But, yeah, over the last couple of days, bankers in Argentina, as you guys know, the new presidential elect, one of the first executive orders he did was to establish Bitcoin as a legal tender and as basically the currency for the country.
And so, yeah, that's going on. And that's kind of wild, dude, to see them fucking just out there and on the street being a banker and having a fight for your job.
Are they bitching and complaining that it's legal tender? I mean, you have hyperinflation in Argentina.
These people know it the most. They're just trying to keep their job, I guess. I don't know.
Like they're probably told by the head CEO of the bank, you better go out there and protest or we're going to fire your ass because like this is going to basically flip Argentina on its head.
And, you know, next 20, 30 years, they'll probably be one of the richest countries in the world because they adopted legal tender on Bitcoin first.
I mean, look at El Salvador is already, you know, turning the corner and people are like, look at our country.
It's starting to revive. Like your girlfriend's from El Salvador.
And you even told me when she went down there for the holidays, like how big of a change it is down there.
And it's all based off like them adopting a new currency that isn't backed by these fiat fucking countries and these world bankers and shit, bro.
So I don't know, man, like Argentina was a very rich country back before they had hyperinflation.
And they're going to get back to the roots and, you know, relatively soon if they keep going down this path of legal tender.
90% of South America is like beyond rich because of natural resources and just the ability of export and imports.
But because they've been beyond rich their whole life, they've always been exploited and taken advantage of their whole life.
So, you know, that's like Brazil is a perfect example of that.
You know, we can import, export everything and anything in the world.
But yeah, it's still like shitty, like economy blows cheeks, bro, because it's just our president got elected inside a fucking prison cell.
Like that is the most gangster shit I have ever seen.
My man walked in a prisoner and walked out the president of the country.
So that's one of the biggest issues is that you have to have this disruption occur and disruption comes as a full spectrum.
And that includes the monetary system.
So it'll be more and more of this protesting, more and more of these bankers and this quote unquote job security that were designed around the old traditional financial systems that are going to change.
So kind of excited for that, dude.
But I thought it was crazy to see him on the street riding.
Yeah.
I guess we've had the CEO of Jupiter basically say January is going to be their airdrop.
People are now like, there's like trading on Jupiter called like SLP of like the derivative of what they think it's going to trade for or whatever.
And like people are now moving up their estimate of what the airdrop is going to be when it comes out.
A lot of people have said it's 50 cents.
People are moving the goalposts because I think this SJLP token is trading for 70 cents.
And some people think it's going to come out to $1.
But this guy named Dino World came out yesterday and did the calculations on what you will be getting through your tiers.
So if you get 32 jupes, which is tier three, and it's at 56, 50 cents, you're going to get $1,600.
If you're on tier one, you're going to get $3,200.
Tier three, or tier two, 64,000.
And tier three, oh, wait, I'm fucked up.
I'm thinking these are tiers.
These are dollars.
So this is basically 3,200 jupes, which is the lowest tier you could possibly get.
I think I am qualified for tier three for 3,200 jupes.
So if it's at 50 cents, you're getting $1,600.
If it goes to $1, it's $3,200.
If jupes goes to $2, it's $6,400.
If it goes to $3, you almost have 10K.
So there's going to be, I mean, this is the third tier.
I think tier two and tier one are going to get the tokens before us.
So they're possibly dumped.
So I don't know, man.
Some people are saying this comes out the bat to $1.
And that would be $3,200 for just basically participating on the blockchain.
And, you know, transferring, swapping within Jupyter through your phantom wallet.
It's pretty much all I did.
I think I bought a bridged over some shit on it at one point.
And I got tier three.
So just participating, you get some kind of money for doing it.
And if you faded soul and you called it a shit chain, you're going to miss out on this free money.
So just be open-minded.
Don't be a maxi.
And just try to farm these airdrops.
And I think we've provided with you tons of resources to get on multiple protocols, not just Solana, but Cosmos, AVAX.
I think there's a new staking protocol that's going to be deployed on Stacks.
We even talked to you about Liquidium Bitcoin.
They have a new staking protocol.
You could stake your Bitcoin.
You could stake your ordinals.
You could stake your bitmaps.
That doesn't have a token yet.
That's not a crowded trade.
So participate.
They also just hinted at it, too.
I asked one airdrop.
I shared it up top.
You know, you said, can't talk about that yet.
Yeah, that's going to be.
I mean, I think a lot of us that are in the daily alpha, we basically were inscribing bitmaps under, you know, 20K, right?
We did a whole space during that day, basically walking through everybody how to inscribe a bitmap.
If you have one bitmap and you're bullish on it, you're going to hold on it, I would stake it in Liquidium.
It's VC-backed.
It's the first lending protocol on Bitcoin.
They don't have a token.
They're going to drop a token.
That's not a crowded trade.
Not a lot of people know about it.
Not a lot of people are going to participate.
That's going to be like a JITO airdrop where you just put your bitmap on there for $300, and you just basically got airdropped probably thousands of dollars.
So, definitely think if you do have a bitmap or anything you want to lend, I would use Liquidium in the next two to three months.
There will probably be some kind of airdrop token by the summer, in my opinion.
That's kind of how this shit works.
But go ahead, Eric.
How are you doing, bro?
Hey, what's up, man?
What's up, Espresso?
What's up, Chief?
Yeah, you know, one of the great things, and I think you were kind of talking about in this space, is that there's been this crazy shift where everyone was like maxi on a certain chain.
You know, whether you're ETH Maxi or you're, like, getting this shit, whatever you've been getting into, I think we've seen things opening up, like, coming to the close of this year.
And the price of Sol is going up, some Solana NFTs are doing well, the BRC20s are kind of bouncing back, the BTC with bitmaps, like, things have been pumping.
We're kind of going back into, like, kind of a bull run of the space in general.
And I think one thing that I've seen that's happening in this space, which is very beautiful, is a lot of people that were, like, kind of, eh, fuck this, fuck that, fuck this.
Like, trying to be maxi in one particular token or one blockchain or, like, trying to figure things out.
People are realizing that it actually doesn't make any sense, that we have to diversify.
We have to see what's happening in the space and get into a little bit of everything.
And if you do, you come up a lot more than kind of being stubborn and thinking, like, there's just only one place to keep on grinding.
And I've seen that a lot of people are making money in this space when they realize, all right, things they haven't gotten into before.
Even, like, with, like, Dogecoin and the inscriptions on Doge or wherever you want to move and wherever you want to go, there's a lot happening in this space that by diversifying and kind of opening yourself up and thinking, like, you don't have to be a maxi.
You don't have to be so, like, hardcore, like, I only believe in this chain.
I only believe in this.
Actually, there's a lot of ways to move our money around.
And there's so much happening right now.
And I think a lot of people are celebrating.
And there's a lot of gains to be made.
If you just listen to the market and what's happening here, pay attention to what people are doing.
And, you know, obviously, the Daily Alpha, like, with Expresso, you, like, you, like, the Fragana, man, you, like, posted that.
I don't remember when you posted it.
It was, like, one, it was, like, I don't even know.
It was, like, one, it was, like, one Solana.
I don't even remember.
When you posted that, it said shit.
I mean, people got in early or whatever.
People are making money if they pay attention, right?
And you don't want to be anyone else.
You don't want to be the Ex of Liquidity for someone else.
But I think, like, sometimes we are so narrow-minded of just, like, always getting into what we've always been into.
And it's hard to, like, see the bigger picture of everything that's going on in this space.
And, like, I think, like, I even see your PFP, man, like, the honorary from the No Monkeys, right?
I think we have to shift gears and really think about a bigger picture of this space without being so, like, maxi, this maxi mentality or this early mentality or anything else.
So, like, it's really easy to move things around and follow the trends.
And we can do much, much, much better by just kind of paying attention and opening up.
So, like, I agree.
And I think it's starting to be the Omnichain and be multi, what is it, MultiChain Curious or BiChain Curious is starting to be, like, popular.
I mean, over the weekend, I think there's a shitcoin called Omni, which is a multi-chain fucking meme coin.
I know it's gone down bad, but, like, you're starting to see meme coins be optimal.
Like, you can have Frank, like, saying over the weekend, are we possibly going to be bridging back to Seoul?
I want to be an Omnichain NFT.
So, I don't think these blockchains in 20 to 30 years are going to matter, similar to how, you know, when we were kids, we had to buy a PlayStation or an Xbox,
and you basically had your friend group based off that kind of that play system.
And then now you could play all the video games on whatever console you want.
So, I kind of think that blockchains are going to trend in a similar direction where, in the future, all these chains are going to be interoperable.
They're going to commune with each other.
They're just going to be, like, what are you trying to do?
Oh, I'm trying to play a game.
Well, we're probably going to be on more of a faster blockchain.
Oh, I want security.
Okay, you're probably going to be on a more decentralized, slower blockchain.
So, I don't think, like, in the future, blockchains are going to matter much.
I think it's going to be all interoperable.
And it's just basically going to be, like, what are you trying to do?
And you're going to pick the chain that you want to do that particular task on.
So, typically, you know, blockchains, the technology trend in the direction of ease and less friction.
And I think blockchains in the next 10 to 20 years won't even matter.
But what do you think about all of the Solana meme coins, the shit coins?
I mean, there's, like, so much happening, like, one after another launch.
Actually, it's pretty cheap to launch them, too, right?
And they're just, like, popping off, popping off, popping off.
I don't know if you've, like, played with them, if you made gains, if you got it early enough.
But, like, what do you think about all the Solana meme coins?
Like, everything is just, like, popping, popping, popping.
I don't know, like, what your TL looks like.
I've always thought meme coins would be better on Solana just because you don't have to pay gas prices.
But it's the hot new coin.
It's the hot new narrative.
It has tons of fucking people with raging boners, like, talking about Solana.
So, of course, the whole ecosystem is going to go berserk.
And meme coins on top of it.
So, it doesn't surprise me at all.
I actually prefer meme coins on Solana over Ethereum just because I don't have to pay a crazy gas fee to participate.
But, yeah, it makes sense.
And there's a vibrant, strong, one of the strongest communities in all of Web3 are Solana, the Solana community.
So, you can never fade those fuckers.
We called them poor for so long, but now they're fucking driving Bentley trucks and laughing us out the window.
So, I'm just saying.
Yeah, but, I mean, the thing is, like, the meta, the way the meta moves in this space from one thing to the next to the next,
how long do you think the Solana meme coins, this kind of meta, will last?
If we look at this space over the past couple of years and what we get into and how the meta shifts from one thing to another to the next.
Now, Solana has been pumping.
Also, the meme coins on Solana have been pumping.
Obviously, we have also BTC, like, the ordinals and other things that are going on.
But, the meta or, like, where we drive our attention to, like, do you think this is something that always, you know, has, like, this short lifespan?
And if it does have, like, what is a lifespan of a meme coin?
What is a lifespan of attention in this space?
You're asking, like, you're asking crystal ball questions, bro.
If I had that, we wouldn't be here today.
Who the fuck knows how long meme coins are going to last?
I mean, that's where the money's at.
So, that's where people are playing, you know?
I think that until the money shifts over to something, it's all about opportunity is what shifts mentality in people.
So, I mean, I think that that's a crystal ball question because no one knows how long it's going to last.
I mean, no one thought it was going to happen to begin with, you know?
And that's one of those things.
And if you did, you're lying because never in your life did you think that soul DeFi would flip, ETH DeFi, or you know what I'm saying?
And it's just we're in the time of unprecedented occurrences.
And so, to even try to logically think and capture our minds and, well, when do I move?
That's illogical.
It's literally illogical to try to be logical right now.
And that's the tough part because you got to do what your, you know, your crayon-eating friends are doing.
And so, if that means put $10 into everything and one of them becomes $300, then that's what you do.
But the ability to predict is one that I don't think anyone has.
No, no, I got you on that.
I just mean, like, yeah, I mean, obviously, if we can predict the future, yeah, we'd be much better off.
I'm not saying, like, this big prediction.
But looking at charts or, like, trying to figure out how to analyze, like, what people get into and, like, where the movement goes.
Because, yeah, I know, I know.
Yeah, it doesn't make sense to ask the question because it probably doesn't have an answer.
If we had the answer, we'd be fucking rich as hell, probably.
Yeah, I understand.
But I just think that...
Just follow the liquidity, baby.
Right now it's sold.
Like, I just pinned up this top coinbase 24-hour volume.
Sold, $342 million.
BTC plus E, $322.
So if you're following the volume, you would say Solana is going to continue this meme coin cycle.
I mean, I can't predict the future, like Chief said, but I think maybe we maybe hit a local top for meme coins.
But I think we're just getting started.
Like, you can't put the toothpaste back in the tube with the Solana meme coins.
I think a lot of new people are more attracted to be onboarding the Solana than Ethereum based off you can use immobily.
The transaction costs, the fees are a lot cheaper.
So I think when the new participants come in here, what are they going to choose, Solana meme coins or Ethereum meme coins?
I'm going to say they're probably going to choose Solana meme coins just based off they don't want to trade one transaction for $30 to $60 like you would do on an ETH.
I think they'd more prefer paying pennies and just getting in and out of these transactions.
So, I mean, right now the meta is Solana, but like not saying it's going to last forever.
But I still think this, you know, could be a short-term local top.
But like once we get mass adoption and we get new participants, maybe we start seeing an all-time high for this all over again.
So I just want to kind of move the conversation to some of these hands.
Go ahead, Bongo, and then we'll say what's up to Pete.
What up, Bongo?
Yo, GM and fucking Merry Christmas.
I hope you guys are having a fun time.
I miss you all.
And I'm ready to grind 2024 with you all.
Let's go.
Be careful with Eric because he talks too much.
He's just like Pete, but a little worse.
Bongo, man.
I've been in your spaces.
I thought we were friends, man.
We are.
We are.
Shitting on me.
As a spaces host, I have to take care of my friends here.
You know, for a host, it's really hard just to let someone go that long.
But chief, I listed my Notemont honorary yesterday at the floor to see what happened.
No one bought it.
I delisted it.
I look at it.
I said, fuck, maybe I can't even get a real one if I sell this one here.
But it didn't happen.
But what are your thoughts?
How are you feeling about Notemonts and maybe my decision of listing?
I'll put it like this.
Truth.
I had Truth in my wallet, you know, just holding it for him.
He wasn't around and whatnot.
And he asked me to list it and sell it.
And his sold for less than what you listed yours for.
So, I mean, if you think about it like that, he sold at two times the resting price as well.
So, I mean, I think he could take that profit and go buy one if he wanted and pick and choose.
I mean, I don't know, dude.
I was thinking the same thing.
I'm like, damn, that's a nice little bag.
Like, I can go buy an inscribed Pepe since I already actually have a monkey.
But, yeah.
There's going to be cope on this.
These motherfuckers are selling for 2x the price thinking they're going to have a bag to buy when they want.
And watch it come out like at 0.2.
And they're like, fuck, man.
I don't have enough fucking Bitcoin to buy a node monkey tomorrow.
Yeah, it's going to be.
It kind of seems like these honoraries.
A lot of people are like, I don't want an honorary.
I don't want someone else's.
And these are selling for 0.06.
Dude, Truth was cool as shit.
Truth wasn't a monkey slash Bitcoin shrew.
And, I mean, it's not like it has.
There's no fucking hexagon on, you know, Twitter, guys.
Like, you can rock an honorary and it's not going to show the name.
And no one's going to know.
They're going to be like, yo, that's a cool PFP.
I associated with you my whole life.
You're like, yeah, dude, it's someone else's honorary from, like, two years ago.
But they're gone.
Like, no one cares.
Because if you have my honorary and honor, it fully belongs to you and you can rock it after your PFP.
I'm not going to give bullshit to nobody.
I mean, I think it's actually cool.
If you get to rock, like, you know, Pitzel Bongo, good for you.
I want the original name, though.
They put Bongo.
I want, what was it, Hermes?
Hermes, yeah.
Bongo, you didn't participate in the Dutch auction, though?
You didn't go to Pointe?
No, no, I didn't.
Towards the end, I was thinking about it, but I had to move money from one network to the other.
So, yeah, I didn't.
Oh, so sad.
I thought, you're like, send nodes, send nodes.
And all the comments, I figured that you would be buying more node monkeys instead of trying to sell them off.
No, I want free ones.
That's what I've been trying to get.
Everyone's already a real alpha.
And it's funny, too, how all that kind of fun and all the animosity and everybody's hate has since then kind of somewhat simmered down.
You know, everybody was mad, but now when you're going to get your monkey tomorrow and you get the opportunity to make some money, you're like, oh, let me fucking get quiet real quick so I can get some good RNG.
You know, everybody went quiet.
And people are going to bitch probably, you know, later on in the week.
But for these next two days, everybody's, you know, waiting in line and I want to be the first one to claim.
I've never said anything bad.
So it's interesting to see just the whole shift when you can make a couple, you know, a couple bucks.
I don't know.
I felt like there was, like, a little bit of FUD on the project because initially there's a lot of FUD.
There was a little bit.
There was a lot of FUD.
Yeah.
And that FUD, because of the FUD, like, also I got the honorary and, like, because of the FUD, even before the mint, I sold my honorary.
I was just, like, I kind of cashed out on it, probably, like, lower than I should have.
But I felt like the FUD and kind of the shift, a lot of people like that, like, the auction, the way it worked and the way it minted out, fine.
But I saw, like, their post early on was there was going to be a free mint.
And when people, like, kind of capitulate and don't do the free mint and then, like, kind of shift things up, whether you pay attention to the FUD or not,
I also felt something a little bit, like, bad about the project that I didn't know how it was going to go on the mint.
So, yeah, I sold my honorary.
I sold it, man.
And I was just, like, I'm just going to take the gains from the honorary.
But I probably shouldn't have.
I don't know.
Maybe I can hold longer.
But I just, I hope the project goes well for everyone that minted.
I liked the project from the beginning.
I just think that there was a lot of, like, change on their Twitter of, like, from the free mint to how they approached the mint and everything that happened.
And I just didn't like the kind of shift that happened.
And so I felt a little bit like, all right, I don't know.
I didn't know if it was going to do well.
So, yeah, I sold my honorary.
Matt, you're coping and seething in the corner.
So it's okay, though.
It sucks.
And we all make mistakes.
You know?
I guess his answer to all of us was, don't participate if you don't want to.
That's literally what he said.
And launch your own project if you got something to say.
If it went free, we would be all bitching that it got botted and none of us would have got it.
No, I mean.
I mean, you knew exactly what you're getting.
The art was there.
English said it.
You knew exactly what the art looks like.
You knew exactly what you're getting.
And people decided, like, this is worth .03.
It's a sub-100K inscription.
Like, people value that around .03.
And I think it was pretty fair.
It's all on-chain.
All the refunds have gone out.
Now the last thing we're doing is about the flaming.
So I think the fund was overblown.
And I think it was meant to be overblown just to keep people out.
Because I think there is kind of incentive to get whales in this project and whale it up, personally.
Just because it is something that has nostalgia.
It's a low inscription.
And we talked about this.
Because no one in the Bitcoin community expected these dudes to be here after.
No one.
This is not news.
Them writing it on the timeline is not news.
Like, none of this.
And, I mean, I've personally never been sitting on something worth $5 million and said, to charity it goes.
So I'm pretty sure that that takes a massive fucking toll on yourself and just as a person.
I mean, even a percentage of that, even $2 million, whatever.
It's a big feat to make that kind of decision.
Let's hit some of these hands.
Yeah, let's go now.
Now it's going to peak.
Now we'll rotate around.
Go ahead, Pete.
Yeah, again, dude.
I already gave my take on Node Monkeys a while ago.
But, yo, English, if you had something on that, I'd suggest you go.
Because, again, I'm banging my head against the desk with the technical difficulty.
And I don't want to change the conversation mid-convo.
So, well, go ahead, actually, just because I'm trying to get into some meme coin and the slip is just fucking with me.
Hold on a second.
Let's go, baby.
And I guess the one thing that will end with Node Monkeys is, is, like, he's keeping expectations low.
He says, we're not doing anything.
This is an art project.
But I think English made me start thinking over the weekend, who says that he doesn't do something?
He has all this money.
You think he's just going to walk away?
Like, what happens if he does do something like Green Eyes for Node Monkeys, where they launch another collection or something like that?
That's not out of the question.
So, I don't know, man.
Like, this guy could run off and he could do nothing.
But he's keeping expectations low.
And then if he does deliver on something, now it's a value because no one expected it.
So, we'll see where it goes.
Node Monkeys' claim is tomorrow.
And we'll see where the rest of our word starts off at and how it trades.
It's going to be pretty interesting.
We've been waiting since July for this to happen.
So, probably one of the most hyped in a team.
So, go ahead.
Yeah, yeah.
No, my transaction just went through.
All right.
So, we're good.
All right.
Yeah, I mean, you guys are talking Node Monkeys.
It's, like, my favorite topic, obviously.
So, I got to jump in here.
But, you know, when it first got inscribed, you know, I had some people talk about it.
A lot of people like the art.
You know, they went silent.
And we didn't really know what they were going.
The whole campaign started.
Like, you never saw me.
Like, I got an honorary, like, five days ago or something like that after, like,
they were already inscribed.
I didn't participate in all this stuff.
I was kind of, like, more bearish when it was, everybody was, like, simping on the timeline,
dude.
I got super bullish when everybody was fighting it, dude.
I was, like, this is an amazing, amazing opportunity.
Like, this is the perfect turn of events, dude.
Like, it's art.
It's provenance.
People fuck with the art so hard.
And now everybody's turning on them.
I was, like, I'm going to jump in the Discord.
I'm going to hang out.
I ended up getting a node list.
Like, I think just however they performed, I've just been really happy with it.
Like, the Dutch auction was amazing.
I participated in that.
Like, one of my other communities did a raffle.
One, one.
I just, like, it was, like, the reverse inverse.
And I totally get it.
If you were on board and they switched the narrative, maybe I would have been upset.
But I wasn't part of that wave, dude.
I wasn't part of, like, the whole timeline in Known Monkeys.
Like, I liked it.
I appreciate it.
I knew it would do well.
But just when it's so oversaturated, I feel like there's less opportunity.
Like, if everybody got one mint and all this other stuff and it's super hype, like, yeah,
it could have done great.
But I just think that this was the perfect storm, dude, and the perfect opportunity.
I think Butoshi wrote it.
Like, everybody was fighting it.
But, like, everybody that, like, is, like, an OG in the space sent, like, max bids and shit.
And it's just, it's 100% true.
Like, you've seen this rodeo before.
If you've been here for a few years, you've seen how this works out, dude.
And, you know, shit, maybe I'm wrong.
But the fact that the Discord was hacked, I hate it for the team, dude.
But if that puts even more FUD, dude, I'm like, well, you know what, dude?
Like, that's kind of bullish.
No, it is.
And that's one thing, too.
This was by the FUD.
Yeah, this was, like, this became a trade.
This was not a trade.
This was a mint that we were all going to get to participate in, right?
And everyone was going to get one.
And it was going to be your first big win on Bitcoin Ornals, bro.
You fucking did it.
You put the knee pads on and made no list.
But now it's no longer that, right?
Now it's a trade for those that want to see it as a trade and can potentially, you know, take advantage of that.
And so it was kind of a no-brainer if you did just gauge the price range.
But, hey, yeah, I'm excited.
The fact that most people didn't think it would go to 0.03, I mean, I was way above that.
But even the low ballers didn't think it would go to 0.03.
And it did.
And that hit secondary.
I mean, I know that the NFT inscriptions, Ornals, you know, it's kind of taking a little bit of a back.
It's kind of retraced a little bit, you know, frogs, all this other stuff.
But it doesn't matter long run, dude.
I think people are going to feel a little bit of FOMO.
It's still really, you know, pretty low price.
Like, even at 0.03, that's, like, where the Goosenals are at.
They're going to see it on Magic Eating.
They're going to see volume.
And they're going to be like, fuck, I don't want to miss out.
Yeah.
Let's go to Pete.
You wanted to shift it up?
Go ahead, man.
And then we'll change into what I got to end up talking.
Yeah, man.
All right.
So last night, dude, I'm trying to diversify here.
Like, I've been trying to get into SWE, and I've been trying to get into SAE, and I've
been trying to get into a bunch of, like, little random things, dude.
And so last night, I downloaded the SWE wallet, right?
And I used the wormhole thing.
And I took wrapped salami from my Phantom wallet, and I sent the wrapped salami to my SWE wallet.
And now I got the wrapped salami in my SWE wallet, and I'm banging my head against the desk here,
trying to figure out how to transfer or swap that wrapped salami to regular SWE.
And, yeah, maybe someone in here knows there's a hundred thousand people in here.
Sounds like a SWE desk.
Just DM me.
I don't know what they are.
Yeah, simple swap had a lot of fucking options.
I would try simple swap as a...
Simple swap.
I'll get you the official link.
But, yeah, that had a lot of options to where, like, as ICP and all these off-the-wall, like,
you know, top 100 coins, top 250 coins are options to buy into rather than just, you know,
the top 10 or 15 or something.
So, simple swap was a pretty good one for me.
Yeah, sadly, they don't have wrapped salami as a thing.
I don't know what happened.
On Wormhole, it would only allow me to send from my Phantom wallet wrapped salami to my SWE wallet.
It didn't give me the option.
What is the SWE decks?
Is there a SWE decks?
Yeah, so there's...
Connected to the SWE decks, and I think you probably have a version that you can use your wrapped skull to put it into maybe wrapped USD
and then converted to SWE, maybe?
Yeah, the Turbo's financed.
I'm pretty sure that's their native DEX.
It's even on their little plug-in on Google Chrome on their wallet.
And, again, like, from two, there's no option for wrapped SWE.
I mean, wrapped Solana.
So, I'm just, you know, I'm just over here banging my head against the desk.
It's fine.
It's another day, you know.
Are you just...
Are you trying to buy meme coins on this?
Are you just bullish on SWE?
No, I just want to hold, like, you know,
a couple hundred bucks worth of SWE in this wallet.
That's all.
And I can't buy it on a plane base, because I'm in fucking New York.
So, I had to do it the degenerate bullshit way.
Well, I mean, I guess you could always go and ask Cash EPT how to do it.
Yeah.
Oh, dude.
Genius.
There you go.
Yeah.
Thanks, man.
See, that's why I come here, Espresso.
Right there, dude.
Right there.
Yeah, I'm just trying to figure out what I would do.
I would first put it into an AI generator, then I would search it on Google, then I would
search it on YouTube.
SideShift has it.
And I would search for hashtags.
Okay, so I just found it for you.
SideShift has SWE, and you can shift from any and everything known to man into directly SWE.
So, maybe you can't switch from wrapped salami, but you can switch wrapped salami back out to
regular salami, and then you can buy it on SideShift.
So, SideShift.ai, it's what I use for all my shit.
And you need a VPN because you're in New York.
You have one, but you live in New York.
Yeah, yeah, yeah.
So, yeah, set up SideShift, bro.
That's literally my go-to.
I normally check it for everything, and yeah.
Okie dokie.
You guys should, I think everybody should use SideShift because they don't have a token.
Oh, oh, yeah, yeah.
I looked into that, actually.
We can go into some of that out.
So, I looked in.
They use a token called XAI, and you can stake that token and receive a kickback percentage
of the volume transacted on SideShift.
So, you actually get dividends from overall volume swapped and exchanged on there.
So, it's something that I've been looking at kind of basically setting up and buying it.
But yeah, it's XAI.
It's a little, like, it's a red, it's a little red slash symbol.
I don't know how the fuck to explain it.
But yeah, check it out, dude.
It's pretty damn easy.
And they have damn near every single thing that you could want in terms of swapping over.
And it's somewhat trustless.
I don't really know how to explain it.
I mean, you can't really do BTC to ETH in a trustless way.
But it goes through their in-house escrow slash uniswap system.
And you get whatever you want on the other end.
Let's go, baby.
This isn't XAI, the Sobe Arbitrum coin.
That's what made me think of it.
Is this a Sobe's coin?
No, maybe not.
I don't know.
It says right now it's at 12 cents.
You get a staking APY of 9.8% with a TVL of 14 million.
Okay, okay.
We got Papa Digi in here, the alpha man himself.
What's up, Papa Digi?
What's on your mind?
Merry Christmas.
Yo, what's up, guys?
I wanted to see what y'all's thoughts were on Overworld.
Sorry, I just hit a Whippet and, like, the nitrous is hitting me right now.
I was literally about to say that.
I'm like, damn, bro, you're slower than normal.
Like, shit.
Hold on one sec.
Dude, doesn't your voice change into, like, a monster when you do it?
Do it.
I want to hear it.
Yeah, I mean, it feels pretty good.
I have the auto drive in the car going right now, so safety first.
So I don't whip out and die.
Watching the road, yo.
Gang, gang.
But no, I've been watching these listings go from, like, 2.25 to, like, 2.7 back and
forth, back and forth.
Not listings, but the price.
The listings have been sitting between, like, 80 to 100.
So I wanted to see what y'all's thoughts were on if you think we're going to, like, collapse
if we're going to collapse out of this, like, 2.25, like, cushion, or if you think it's going
to have, like, a rip soon out of, like, the little, like, channel that we've been in.
Good question.
I mean, as long as there's a token on the horizon, I can't see it dipping too much.
I mean, that's why people are in it, like you, because you want the token, right?
So, I mean, if that's always a magnet that's holding up the floor, and so there's some kind
of announcement of that token or a date or what the tokenomics are, I could see it sitting
at this price or even going higher.
But once there's details of the token and the tokenomics and what they're going to do, you'll
probably see a dip.
So you probably want to sell before there's any details on the token, right?
The tokenomics are already out, like, the vesting and all of that so far.
I really think that they're going to do, like, remember I kept talking to you all about, like,
how Digi's going to give me royalties and all that shit.
I kept, like, preaching that.
I think they're going to do that with their project since they're all, like, they're located
in Singapore now, and they don't have, like, any North American team anymore, so the SEC
can't, like, go after them.
Yeah.
I mean, it's just, you recalled it.
Like, two days after the mint at 1.3, you're like, this is going to rip.
It's above an ETH from where you called it.
I would just, like, ask you what you think because you're the one that's been bullish
on it.
I mean, they have a partnership with Verizon Lab, which does tokens for Pixelmon and Apecoin.
So that's bullish.
They're in Singapore, so they're out of the SEC regulation.
I guess they can always be regulated by the SEC, but they're in a safe country.
They have some backing.
I don't know, man.
I think it's sitting around the price that I would imagine sitting.
I guess I don't know what else could be a catalyst to push the price even higher.
I guess when you get closer and closer to the token to launch, maybe you get some people
in that want that free money.
I don't know.
What have you calculated?
How much do you think you're going to be getting from this token and what's kind of
like the NFT purchase compared to what you think you're going to get on the token?
You've been saying it's probably like 1.5 to 2 ETH worth of money from the token when
it's airdropped.
So I think it's kind of like fair value at this price, right?
If you're like considering the token, the amount you're going to get for the airdrop,
it's sitting around 2.3.
So I would think that you would probably get that much in the token airdrop.
So I don't know.
I'm just trying to think of other catalysts events that I don't think there really
is one.
I think you've kind of had the pump that we've kind of seen.
It's up pretty drastically from the mid.
So I don't know.
What do you think, Papa?
The game could be like a total like shitter.
Like it could be just fucking trash.
They have like the Binance and all like listing and all that shit coming.
I think like I don't know what I want to do with the first drop.
Like I may like I may wait like the first day to see if there's like a sell off and
then a pump on it and then maybe try to like, well, I meant it.
So I don't really have like the financial like weight of like trying to get my
investment back on it.
But I think that.
Fuck, sorry.
I'm like spacing out super hard right now.
What's it called?
The what's the drop?
I think I know it's supposed to be like a three year for three years, the airdrops.
But the first drop should be probably anywhere from like two to three of value.
But I don't know like when the next one is after that.
And then I also don't know if it's like if these airdrops are supposed to be like if they're
going to be used to mint like their future collections, which would be kind of shitty.
Like hopefully you just get that shit for free, but I could see them trying to tie it
in like that to to make it so that people don't just sell off all the coins when they
come.
But yeah, I'm not sure.
What is your guys' thoughts on Farcana?
It's had a nice little run up.
It was minted on Polygon, which a lot of people don't like Polygon, but it's still above like
I'm posting it up to the top.
They got their community rounds for their their token coming up.
So they have an airdrop, right?
Like a like if you play their game or something like missions or some stuff that I'm not sure.
It's it's right here.
It's register interest on the CDFI website, register on the Farcana's website and create
an OKEx account.
Community round is the 28th through the 29th.
Total allocation is 300K BUSD with a initial price of one cent, one one point two cents and
a six month cliff followed by a 12 month vesting period and the website to actually register.
So if you guys are interested in that, you can check it out up top for the public round.
Don't they have an Ornals drop too?
Yeah, they have an Ornals BRC20.
I don't know when that is or how that's coming or how it works.
And then for the actual airdrop that you were talking about, Digi, I posted that up to the
top where you can go check the info for the airdrop for those eligible and how you can qualify.
I just think this being like Polygon is really taking a hit as like the sexy place to launch
a coin or launch a game.
They've been kind of infiltrated by IMX and Merit Circle.
Now you got Avalanche and Solana.
I mean, I wouldn't be surprised if Farcana was paid by Polygon Ventures and Sandeep and
the team to actually build this game on Polygon to to have a game like everybody's coming out
with games and they're on like other chains in Polygon.
I don't know, man.
I think there might be some some some market makers in this collection that possibly prop
this up to make it successful, similar to what we've seen with Pluto Misfits, which is
the NFT collection on Polygon.
The team, the Polygon Labs have swept that and bought it and kept it propped up because
they want it to be the NFT on Polygon.
I there might be some of that happening here with Farcana also.
So it's just trying to be the game that's on Polygon.
That's the like the triple A shooter everybody's talking about.
There might be some, you know, buybacks and in the in the foundation buying this floor just
to keep it propped up to make it like the the shrapnel of Polygon.
So I don't know, man.
It's been going up.
They have an Orinals drop.
They got I don't know, man.
I think that Polygon, Polygon and then Sandeep and the team might actually continue market
making this collection just to make it the prominent game on Polygon.
So we'll see where it goes.
It's a it's a definitely interesting game.
And it looks pretty cool, actually, looking at all the games.
So it's Miss is Maxie Junior up here.
It looks like he's a speaker.
I don't know.
You did that.
I mean, he's up here.
This is all good.
Continue on.
We ride.
I'll remove him.
So posting something up to the top.
Just a little bit of info for you guys.
We kind of glass glossed over it earlier.
Mind blown or below on.
I don't know how the fuck you say it.
They were pretty popular back in, I think, what, 22 or 21 or I don't know, a couple of
years ago.
They had a collab inside H&M and all that kind of shit.
And so Mind Blown Universe is back with new plans on how to expand their IP and just
the growth of the companies that they're partnered with.
One of the things that I did find that was interesting is that they mentioned, I mean,
their studio, right?
Not necessarily them, but their studio has worked on things of the like of Adidas, Sony,
Hearthstone, PlayStation, you know, Guardians of the Galaxy, Star Wars.
So we knew that they had some type of connects back in the day.
And that's kind of how.
This narrative again?
Yeah.
So they're just back.
That's what sold it out in the first place.
And they're back.
Because they have like a YouTube channel.
They have a YouTube channel that has like 220 million followers or some shit.
And that was kind of the narrative when it came out.
I was like, oh, we have a massive fucking user base on YouTube and shit.
But yeah, so supposedly this is them coming back out and resurfacing.
And I just thought that that was interesting because I don't think that most new participants
don't even know this collection, like who they are or what it is.
So yeah, something to keep on the lookout though.
Yo, mind blown.
I mean, I haven't heard that in a while.
And the main narrative was their YouTube channel.
I think they're like a Korean or they're like from Asia or some shit.
They have a massive following with their cartoon and stuff.
It went ballistic.
It was super hype back in the old PFT days.
And I guess they're now coming back out of the woodwork.
But mind blown.
Wow.
Haven't heard that in forever, man.
Haven't heard that forever.
What up, King?
What up, King Ant?
Yo, what's good, dog?
Incredible space.
I just like the topic at hand and that's what inquired me to hit the request button.
So what's good?
I hope everyone's having a good day and I don't know.
I'm chilling.
Good, man.
Thanks for having me, yo.
I can never tell who you are sometimes because you change your profile like every five days.
So I don't know.
Yo, yeah, it's been crazy recently.
And I'm about, I want to change it again, yo.
So that's kind of funny that you say that because I just, fuck, I just got a new, a new, I don't mean to shill, but I don't know if you've talked about it yet.
And I'm pretty sure you have weeks ago.
And if no one's been paying attention, I encourage you to pay attention to Dojanals and what's going on over there because I believe it will be exciting and pretty big stuff coming from Doge.
I feel like Doge is kind of like the, the little, the, the person off to the side that no one's really thinking about or, or talking about as all of these other big coins are getting recognition.
I feel like Doge is kind of unrecognized right now.
I don't know.
Oh yeah.
I mean, we were talking about Dojanals and your favorite influencer started talking about five days ago.
So the whole, the whole network's on it now.
So that's awesome.
Glad I can dump my bags on somebody.
So, uh, no, I'm just joking.
I don't dump my bags, but yeah, I mean, you guys were all on portal coin for two weeks and shilling the fuck out of that.
Look at your profile picture.
And then five days ago, you guys got your token and now you guys are on Ordinals and I'm like, great.
Now bark's launching a fucking Ordinals and fucking all these people are coming out of the woodwork launching Ordinals now.
So I was like, great, dude, this is awesome.
Bark's launching a Dojanal.
That's what I meant.
It's a, it's an Ordinal on Dojan.
Yeah, yeah, yeah.
Dojanal.
Yeah, I got you.
I got you.
Um, what do you think about like, I feel like the marketplaces, do you think Magic Eden has,
this next bull market for NFTs?
Like, I feel like they've made such large connections in like their web.
I don't know.
I feel like last bull market, um, I was on OpenSea a lot and then Blur, right?
And now I feel like Magic Eden is going to be where it's at.
I mean, they're having a multi-chain wallet that they're in beta.
I mean, I think that's kind of the place right now.
If you are interested in multi-chains and want to use it, I think Magic Eden definitely is positioning himself
to be like definitely someone to fuck with in the bull market for sure.
Would there be any others that you recommend?
That's why what I was getting at and like saying.
Hmm.
I mean, it kind of like, if I'm trying to buy Ordinal, Solana, and then I guess Ethereum
based NFTs, I don't know where else I would ever go.
I mean, the ETH version isn't opened up because they're going to start supporting royalties.
I think Magic Eden, like I buy Doginals on Doji market.
But other than that, I purchased all my shit off of Magic Eden.
But if you are Solana based and you are looking to do something similar to Blur, I think if
you use Tensor, I think that would be the best bet for farming an airdrop and participating
on Sol because you're actually going to get an airdrop.
So if you are just buying Sol NFTs, Magic Eden hasn't announced any airdrop, but I wouldn't
put out the question they do.
So I wouldn't use Tensor if I'm trading Sol.
But everything else, Ordinal wise, I would probably use Magic Eden.
And then Ethereum, once the royalty contracts kind of get shipped on that marketplace, I
think a lot more people will probably be using Magic Eden or Blur.
The people that want to support royalties will use Magic Eden.
The people that don't will just use Blur until that contract standard gets migrated.
So I think Magic Eden is definitely shaping to be a place where everybody just buys all
their shit on.
I mean, they already have coins.
They have rare sats.
All they need to integrate now is fucking doujinals and then we'll be sitting pretty straight
What do you think, Chief?
I'm just going wherever the airdrops are, bro.
I don't really, you know, it doesn't matter what wallet it is, is, you know, we're just
going to go farm these airdrops and take advantage of the opportunity because I can go back to
what I like to use when there's no incentive to use anything else, you know?
So I'm trying to stay open minded on that and just be objective.
Are you still using the Magic Eden wallet?
Yeah, it's pretty good.
I mean, you can see all of your assets.
It populates actual value amount as well.
So you can have a rough idea of what your portfolio is at.
No, it's pretty cool, dude.
I haven't been able to complain.
I mean, I've had issues ultimately just running the beta, right?
I mean, couldn't fucking list anything.
And that was a big one because I'm like, hey, man, can't list.
So they're like, oh, shit, we got to fix that.
And I'm like, yeah, it's kind of pointless to have a wallet where I can't do anything on
So other than that, they pushed that fix and it's been great.
Can't complain.
Go ahead, Banga.
The Solana Marketplace Soul Sniper, they've been around for a long ass time.
They are grinders, great people.
They removed their marketplace fees like two days ago.
I just wanted to put that out there.
If you guys are trading NFTs in Solana, like Chief said, taking advantage of opportunities,
I think I'm going to be selling and trading my soul maps there because, yeah, that's cool.
And hopefully marketplaces go back to eating themselves to zero a little bit so we can stop
paying those fees.
But how are we feeling about the market, Chief?
What are your thoughts?
You think we can we keep running from here?
Yeah, I mean, I guess overall in general, I think there's going to be a little pullback.
So I'm looking at DCA.
And then I do think that if we're talking about ecosystem specific, everyone's fading sharding.
Sharding's not going anywhere.
I think ETH is going to really fuck people up when you're able to shitcoin and just transact
at the $2 level.
It's something that's been around.
And if you're a quote unquote ETH maxi, you've been looking forward to this day for a long
time.
So just don't get down on what the timeline says is dead.
Position yourself accordingly for when it comes back alive.
And then on the Bitcoin side, it's something that I was telling Espresso over these last
couple of days.
This exit of liquidity, so to speak, going into the node monkeys put a lot of people with
spending their last.
And so personally, I'm trying to just be a shark right now, take advantage of having a
little bit of dry powder on the side and load up.
We saw a pretty substantial dip in most established projects, whether it be a 10% to 15%.
So it kind of allows you to buy at a cheaper price.
And not only that, if Bitcoin goes up even in January with the rumors of ETF, you're now
winning on the Bitcoin side as well as the USD side.
So something to keep in mind on that end.
I haven't dabbled on the Solana.
Seems like it's just a lot to focus on.
And so I'd rather just stick on ETH than BTC.
But it's cool to see all the narratives going on.
I mean, we had the food craze.
I know y'all were trading food and then y'all had the animal coins.
Now they're doing everything backwards.
Pretty soon, we're going to start going like the crazy fucking symbols to where you don't
even know the ticker.
And then those will bang for a while.
So it's kind of like the same narrative that we've seen over the last couple of years.
And just all being played out sped run, though, within like a week or two on the Sol side.
So yeah, it's cool to play.
I would definitely say this is more an intermediate to high risk playing field.
And just don't be the one there when, you know, the club lights turn on.
Because that's when you realize that, you know, you've been just,
it's just you and a bunch of trolls, you and a bunch of gremlins.
And so yeah, when the music stops, you don't want to be the one holding the bag.
So I don't really care if the up and the down of Bitcoin,
I've been hedging myself kind of accordingly with dry powder on the side.
Something that we teach here on the show is you feel less pain if you've been preparing
for this the entire time, right?
Yeah, that makes you put a little bit more on the mid-curve section.
But mid-curves allows me to be here tomorrow, the day after, the day after that, right?
Maybe not the 100x, but the 5x today, the 10x tomorrow, the 12x the day after.
So it's just a different way of kind of perception-wise.
I know that we've seen a lot of euphoria on the timeline as well.
And people, you have a tale of basically two traders right now.
Everyone positioning themselves for ETF to go to the moon.
And then people positioning themselves for sell the rumor, buy the news kind of thing.
I got bags on both sides, and I'm just kind of, I'm not going to bang on either one,
but I'm going to win regardless, you know?
And that's just kind of my approach.
Yep, I fuck with it.
Brought up one thing, I've pinned it up top, and it has to do with the public domain.
And Mickey Mouse and Minnie Mouse, Steamboy Willie, enter public domain, ending Disney's decades of long copyright.
So starting on January 1st of 2024, Mickey and Minnie's house Steamboy Willie incarnations from 1928
will enter the public domain as Disney's decades-long copyright expired.
This marks the first time an iconic character will be available for public use,
allowing anyone to create songs, cartoons, movies, and other contents featuring them without fear of people.
The first NFT is going to bang.
Yep, I'm trying to get you guys hit that this is probably going to come to a blockchain near you now at CCO.
The expiration comes after a 95-year period initially set to end in 1984,
but they extended through the Mickey Mouse Protection Act in 1998,
granting the additional 20-year extension remains in effect until this Landmore expiration.
So starting 2024, you're going to start seeing Mickey Mouse all over the blockchain.
And don't be scared.
It's not going to get fucking DCA'd because now it's in the public domain and anybody could use it.
After 100 years of being litigated, now it's open to the public to use everywhere.
So you're going to see it.
2024 is going to be the year of...
It's going to be a race to the finish.
Like, if I were you, yeah, if it's going to be you, have everything ready for that day.
Don't try to get everything ready that day.
You know, be ready.
Be the first one because the first one's going to work.
Everything else is a derivative.
Yes, sir.
English, your hand went up before I went into that Mickey Mouse rant.
Go ahead, bro.
No, I was just looking at the charts and, like, because I had been, you know,
obviously everybody's been talking about soul and how much it's ran.
Like, I personally picked up a little bit under 70 right before it ran.
With a thesis, it would run to 100 in a few weeks.
And it blew through that, right?
And I had planned to pick up more.
And I kept looking at it.
And this is not, like, any super crazy, like, smart TA.
Like, it's pretty obvious.
But I just...
Nobody's been talking about it in spaces.
At least that I've heard of.
Is that it was really retesting, you know, these peaks of...
If you look at the all-time chart, there was, like, a bear market rally where it went up
to, like, 140 and then kind of dumped and went there.
So if you just look at, like, these support levels and everything, as much as it's ran,
I think 80 is still in play, believe it or not, as much as it's gone.
And now we're seeing soul at 106.
So just for anybody that's been looking for an entry in C106, I mean, you do what you want
to do.
And it's probably long-term, still going to 2, 3, 4x, whatever it's going to do, given
there.
But I'm really looking at it now.
And it's retraced faster than I thought.
And for anybody that's...
That are looking for, like, ranges, that's kind of my target, like, the 80 to 95 range.
And I just figured to throw that out there because it is kind of selling off right now for
the first time.
And finally, it touched to 104.
It just touched to 104 and bounced to 106.
So it's about 15% off in the 24-hour chart.
No one wants to buy when it dips, though.
Like, everybody has this price target in their head.
And then it barely gets, like, $2 off and no one buys.
And then it bumps right back up.
So, like, when are you actually going to buy some on the retrain?
Everybody loves to call these numbers, but that's the best.
I feel like that's the quickest way to get chopped the fuck out and have to buy higher.
So I didn't sell at 125, the small amount that I have.
I'm just going to accumulate.
Like, I just don't know.
I generally thought it could have gone to 135, like a flash.
So I will definitely, so without disclosing how much the amount, let's just call it 10,000 or whatever.
I had planned to put 10,000 on there, but I did a quarter of it.
So I still have three quarters of Fiat or USDC that I plan to.
So I just, I'm going to look at 95 to 100 for another quarter of it and see if I can get a little bit lower.
I just think this, and I'm talking about, like, Q1.
I'm talking about, like, three months out.
Like, I just do think you're going to see a, you know, consolidation phase where it's going to be between, where it ran up to 120.
I didn't think it would run up to 120.
I thought it would be in the hundreds.
But I did think that 140 was in play.
And it just seems that there's this resistance around those levels and support around 80.
So if you don't have to, you don't have to bottom ticket, you know, like, that's the main thing.
Just kind of accumulate, see where you are psychologically, see how fast it went up, see how slow it went down.
But I'm just looking to accumulate three more quarters of the allotment that I had in my mind.
It's different for everybody.
It's a little bit different if you're, like, converting from ETH to there.
Maybe you want to look at the pair because that makes more sense.
But if you have USDC or some cash on the spot line, I would say Q1.
Look for entries between $80 and $90 for the low.
I just don't see it going lower than $80 at this point.
If it breaks $80, that's madness.
And I think there's just too much buy pressure.
But $80 to $100 over the next three months.
I guess, I mean, for me, what I kind of look at is there's going to be, like, three airdrops.
In the first quarter on Sol.
And typically what happens is those people convert that Jupiter or that margin fi or that drift protocol back into Sol.
And it's basically just like a stimulus check on the chain.
And there's no coincidence that since the Jito airdrop, and even before this, we've had massive pumps on Sol.
And I think that if we get Jupiter in June, like, I think you might see a bottom before that.
But then people will get their Jupiter airdrop, you know, right it, and then sell it in the Sol.
And then you'll see a massive pump on Sol.
So I think if you want to get your buys in before the Jupiter airdrop, in my opinion.
Yeah, that's good.
I mean, crypto is crypto, dude.
It does what you don't expect.
So this is, like, typical, like, TA type of things, dude.
It could just rip on to 150 from here while I'm talking shit, dude.
Like, that's 100% in play.
But if you're the type of person that doesn't like to, like, chase things and likes to, you know, wait for the market to come to them.
And you're okay with missing out on that.
I mean, shit, you know, the narrative where Sol does, like, what ETH did when it went from 80 bucks to, you know, 500 or whatever the case may be, or for 3,000.
It's definitely a legit narrative, and narratives drive things.
So I'm not betting against that.
I'm just looking at it from a perspective of where am I a buyer and based on what the numbers tell me and not, like, emotions or narratives or everything.
And it just tells me that 80 is still in play.
So, and that's kind of more from a trading perspective.
I am not really trading this.
I'm long-term holding it, but I still want, like, decent buy-ins, right?
So just throwing that out there for anybody looking, seeing Solana at 125 yesterday and 105 today, you know, what are some actual possible entries based on what the numbers and the chart tells you?
I would say 80 to 100 is probably start buying DCA-ing back into it.
Like, I would actually feel comfortable DCA-ing back in here, but I just have my particular price targets in my mind, and I'd like to stick to those.
And even if they don't work out, like, I know that I stuck to my plan, and I feel better about it.
Yeah, 100%, bro.
100%.
Tao's had his hand up for a while.
What's up, my guy?
What's up, Tao?
Yo, G-Mog, everybody.
Yeah, I really don't like these stupid fucking influencer drama things.
You handle things a little bit more eloquently than I do, Espresso.
I'm a little rough around the edges, if you haven't been able to tell in the past.
But take things that King Gant says with a grain of salt.
You know, I'm sure the ringleader mentioned doginals to them not too long ago.
So you guys were on it about five weeks ago.
So just a full heads up to everybody that's surrounded and affiliates with King Gant.
You know, you never know what they might be shilling down your fucking eyeballs.
Yeah, just a full disclosure, man.
And, you know, I guess you call the doginals at least better late than never.
But, hey, even a broken clock is right twice a day.
Yeah, that's all I really came up to say.
Have a wonderful day, everyone.
You want to respond to that, King Gant?
No, man.
I hope everything's okay with him.
Oh, phenomenal, bro.
I'm blessed.
Thank God, bro.
Thank God.
I'm good.
Good.
That's all that matters, man.
Hey, that was great.
Y'all can do that on stage anytime.
I ain't even have to walk across the room and get the phone.
If you want to do that and y'all going to be that cordial,
you're more than welcome to air shit out on here.
I love the tea.
But you're not about to have a tea party in front of us, okay?
So we'll keep that moving along.
Red Chinese envelopes.
These have been banging on BRC420s.
The original BRC420 box is sitting at, I think, like a fucking...
I think it's sitting at, like, a 5E4 or something crazy like that.
It was over half of Bitcoin for the BRC20 box.
This envelope, no real info, some Chinese letters, Japanese letters.
Sorry for being ignorant.
It's there.
This is the year of the dragon.
So maybe this narrative is what's going on and kind of fueling this up.
But, hey, it's kind of, like, free.
Could potentially get some exposure.
It's picking up a little bit of traction.
It's roughly at about the 10% to 12% range.
Set yourself up a little burner wallet.
You don't know how these BRC420s interact with your wallet.
And then just participate.
Get some exposure.
So throwing that out there as it's picking up steam.
Is this multi?
Is this, like, a multi-chain thing?
Because I saw, like, an INJ420.
Like, there's a bunch on, like, multiple chains, isn't there?
The BRC420 is a big one that no one even kind of understands.
I know it's mainly the Chinese community that developed this token standard.
And they've been trading these blue boxes.
And, yeah, another standard that is added to my list of understanding.
I've seen it this weekend.
It was trading, like, ERC420.
And it looked like these blue boxes that Blockchain Runner was talking about.
Yeah.
Blockchain Racing.
That's the one that I was talking about.
Those are on that BRC420.
Maybe they're copying that now and moving it from chain to chain.
But it originated from Bitcoin.
Gotcha.
Yeah, I was trying to figure it out, personally.
I didn't know what it had to do with each other.
But I've heard it over the weekend.
And, like I said, I guess we need to do some more research on it.
Is it, like, a new token standard?
Yeah.
I guess?
Yeah.
BRC420?
It is.
And I don't know what's different than the BRC1024.
You know what I'm saying?
Like, they're just coming out so fast.
And then Atomicals.
And then you got SRs.
So, yeah, it's hard.
But added to the list, you know, we'll get there.
Yep.
Yep.
Yep.
And I guess just to fill out the space, I have a lighter day than typical.
And I am about to run into an area that I typically would be around later in the day.
But I want to get on with my day.
So, we'll probably end it here at 12 o'clock.
Just kind of throwing some stuff at the wall for you guys.
Crypto VC funding has plummeted 68% in 2023 to $10 billion compared to $33 billion invested in 2022.
You would imagine that number goes up as we enter the bull market.
I thought that was interesting.
And just some kind of news items as we end the show.
Sotheby's reports $35 million in digital art sales for 2023.
You had ZK Sync era face a Christmas Day outage due to a software bug.
So, that's interesting.
And something that's pretty big that happened in Japan, which I'll pin up.
I don't like to pin it up a lot of these because Bongo tells me to only post every 30 minutes.
So, I just basically posted twice in 15.
But Japan eyes tax exemption for corporations on Unreal's crypto gains.
So, we definitely in this bull cycle have to consider what other countries and what their tax implications are.
And it seems like South Korea and Japan are ahead of the pack.
And Japanese government has reportedly approved a 2024 tax regime revision that could exempt corporations from paying taxes on unrealized gains on cryptocurrency.
If held for a long term, the revision is yet to pass.
Legislation approval would affect companies holding third-party-issued cryptocurrencies.
So, if you do want to do a little deep dive on that, it looks like if you are a corporate entity, you'll be able to exempt your taxes and stuff,
which is pretty big for those people that have launched projects in those countries.
It might be like the new mainstay.
A lot of people move to Lisbon or move to Dubai.
But I think South Korea and Japan are now looking very friendly for crypto projects to move to because of this tax exemption.
But other than that, I think that does it for us.
Let me look.
Yep, I think that does it.
Mt. Gox is repaying people and creditors via PayPal, which is kind of interesting.
But other than that, I have nothing else for you.
I have volume, which you guys don't care about on ordinals and all that shit.
Can I ask you one question, Expresso, about the Mickey, what you're talking about with Steamboat?
Because, I mean, it's coming.
Maybe someone's going to do something related to it.
Obviously, the IP, it has to be specific to Steamboat Willie.
If someone launched a project, like with the Steamboat Willie, Mickey, and, you know, with its generative art, would you buy it?
Would you guys buy it?
Would you get into it?
With that Mickey IP as it comes to the public domain, is it something that you would buy because of that?
I mean, I guess it's like the hype or like how it's marketed, but is this something that you would actually buy if you saw it when someone launched something?
As it became, because you mentioned like it enters public domain.
Who's going to use it and do like a generative art project based off of Steamboat Willie?
Would you guys buy it?
Would you get into it?
Do you think it will do well?
That's a good question.
What do you think, Chief?
Do you think it will do well?
I think maybe the first one will, but then there'll be derivatives of that.
But that's one of those things that VGF also messaged me and talked about is it has to be the exact black and white copy of Steamboat Willie.
It can't be anything else because then it's copyright.
So if it's exactly, then it's really hard to create a collection.
Yes, that's the issue.
So you can maybe drop one or maybe some artwork related, but not a generative around it.
Yeah, so maybe this is more of like a one of one play or something.
Maybe like a collection will come out with a one of one Steamboat Willie or something.
I don't know.
But yeah, like knowing that you probably will have a still version and an animated version of Minnie and Mickey and there probably won't be a lot of, I guess, derivatives since it has to be exact copy.
I don't know what exact copy.
Does it have to be black and white?
Could they add color?
I don't know what the distinction is, but I just saw this article.
I figure I bring it to you, probably do some more research over the week and see like what the qualifications are of like the exact copyright, right?
Like does that, does it have, could it have color?
Could it be slightly altered?
I don't know what it is, but I would imagine not.
But yeah, that's, that's kind of the daily alpha for today.
We run Tuesday through Saturday from 945 till 12, 1230.
I'm going to cut it a little short just because I want to get to work and get back to moving some of these packages.
So appreciate you guys.
We'll be back tomorrow.
We have four more shows for you and I'll leave it here for Chief to end it.
So you guys have a great rest of your day.
I'll see you tomorrow.
Peace out.
Yeah.
Appreciate everybody that tuned in, everybody that came up on stage, that contributed.
Everyone that likes, retweets, that's a part of the fam.
Merry Christmas.
Happy holidays, guys.
Appreciate y'all for another year.
Couldn't do it without you guys.
And we'll catch y'all tomorrow.
Y'all be safe.
It's TDA or stay poor.
And we do this Tuesday through Saturday, 945 till about 12, 1230.
We'll be right here.
Bye.
Bye.
Bye.
Bye.
Bye.
Bye.
Bye.
Bye.
Bye.
