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THE DAILY ALPHA♻️
Recorded: July 11, 2025 Duration: 1:23:48Space Recording
Short Summary
Crypto enthusiasts are buzzing with excitement as Congress prepares to discuss crypto regulations next week, potentially paving the way for increased adoption. Meanwhile, significant developments in China regarding stablecoins and the upcoming TGE for the Pump Fund are set to shake up the market.
Full Transcription
Thank you. Thank you. hello what's up happy all-time high day it's like it's every day it's like christmas around
here groundhog day appreciate you guys stopping by the show. It's the last show of the week.
And just like yesterday, I have these guys on speed dial.
I talked to Michael Saylor yesterday, and he said that if we got more likes than we ever do,
he would send an all-time high during the space.
And it happened.
So I had a call with CZ this morning, and he said if we can get 69 likes on the space,
he's going to send it to all-time high during the show.
So why wouldn't he want that? Why wouldn't he want to go break all-time high during the show? So give us a little love. Give us a little support. Also, I talked to SPF. He basically unstaked his soul yesterday.
And he said that if you give Allison over 40 likes on her post up top, that he will send soul
to all-time high. So that's up to you guys. Like,
it's really up to you at this point. If you guys do a little engagement for free, it's just a like.
It's not like a repost. It's not like it's going to be shared on the timeline. No one's going to
know that you did it. So you don't have to give us any credit. It's just a little like, and then
we'll go to all-time highs on Bitcoin and Solana, which will pump your bags. So appreciate any of
that. You know, it's really, we're really grateful for any support at all since you know we've been doing this for over three and a half
years and consistently showing up for you guys so any support is grateful and obviously we have gone
in parabolic banana curve season since i talked to you yesterday. Like I think bears are absolutely in
shambles. There's no more top callers now. We're at $118,000 on Bitcoin last night.
And we have people basically buying back higher. You had Ansem basically was selling all his
Bitcoin pulling short that he had a buyback higher.
We had, I think, order levels yesterday were at $106K, and they've been moved up to $111K.
So you have a lot of liquidity sitting looking for a retrace that might never come.
And if we continue to go up, that liquidity, I think it's like $22 dollars of buys has to go somewhere and uh basically
would have to keep buying higher so max paying at this point is higher there were tons of people in
the past two to three weeks uh since the israel thing that we're calling 50k bitcoin 95k bitcoin
were our sideline and now we've taken off and left all those people in the dust and they're gonna
have to eventually capitulate it's a disbelief rally at this point. So this is great for our bags, the people that stick around,
the people that believe that, you know, we're looking at all the macro stuff that we're
continuing to go higher, dude. So this is great news for everybody. I just kind of think next
week's also going to be a pretty big week too. We have crypto week next week. So we're going to have
fucking Congress basically talking about crypto all week. And So we're going to have fucking Congress basically talking about crypto all week.
And then we're going to get the Genesis bill and the Clarity Act.
It's going to be voted on, too.
So I think the Genesis bill is in its last stage.
They had some amendments that go back to the House and then it possibly will be signed
next week to Donald Trump's office.
And then that might pump just ETH in general.
It's already kind of
looking that way. And then ultimately, I think we're also getting a Solana ETF
sometime in July. And then there's rumors of a possibly Fed rate cut in July too. Yesterday,
that kind of resurfaced as there's a Fed chairman that's actually stating that we could possibly
cut rates in July.
Because when we were going up parabolic yesterday, I'm like, there's something that we don't know that is being priced in. And I was thinking rate cuts. And then that whale watcher thing came out
of that. But what I expected was China unbanning crypto. And that seems to be in the works again.
So China plans to create a regulatory framework
for crypto. This is massive. This is Hong Kong, July 11th, the Reuters, a Shanghai regulator said
it held a meeting this week for local government officials to consider strategic response to
stablecoins, digital currencies, and marked shift tone for China where crypto trading is banned.
The Thursday meeting was organized by the Shanghai State-owned Assets Supervision
and Administration Commission and follows calls by experts
and major companies in China to develop a yuan-peg stablecoin.
So I'm suspecting that is what's going on.
There's also this firm called Ant that's in China.
It's a China-based business, which is just government-ran businesses.
That's basically integrating USDC into their business.
So obviously the dollar itself is pegged.
The stablecoins are all pegged by Bitcoin or just government debt.
And it strengthens the dollar. So if China wants to contain
its dominance, it needs to create some kind of stablecoin that actually props up its dollar,
and so it doesn't fall behind the dollar dominance of basically all these stablecoins. So
I think this is the news that is actually being priced in and repricing the market right now. And there's
also apparently a stimulus check that's going out to China relatively soon. So China is likely
ramping out its fiscal support for the economy in 2H. I don't know what that means. Maybe that's
quarter two. Basically, China's fiscal policy is expected to both accelerate and expand its second
half of the year. Shanghai Securities News report citing industry insiders and additional spending of implementing existing policies, new reserve policies,
that may be introduced a timely manner of responding to changing circumstances.
So there also looks to be an influx of stimulus printing that China would add to the global money supply of more just money circulating in the system.
So I don't know.
It kind of seems like that's what's being in.
I don't actually think, if we look at Polymarket, the rate cut at this moment is still at 5% for July.
And so I don't think that's it.
So I'm thinking actually China unbanning crypto is actually what's actually adding the fuel to the Bitcoin price today.
So I don't know
if you guys even saw any of this, but I think that's kind of news to the world that this is
going on, right? I think that was kind of the big news yesterday was this company Ant, which if you
know anything about the CCP, you can't run a business in China without the government like
approving it. And that company basically um their company to enable usdc
stablecoin into their business so that had to be approved by the chinese government for that to
happen which that ultimately is china accepting that stablecoins are a thing but also accepting
the us dollar inside of their economy if this happens no not necessarily because they have
bricks right i think that that's one of the most interesting things too it's that we saw the 50 tariffs on brazil
uh that trump imposed but ultimately brazil doesn't really give a fuck anymore i mean brazil
china russia india they're all together and that's still the coalition is still strong and still
forming they're still planning on moving away from the dollar or have already moved away from
the dollar.
Right.
So this kind of makes sense, this idea of going towards a stable coin.
Right.
And ultimately, this is what we were talking about on if they do, you know, this digital
yuan or whatever it is, whatever coin that they use, who's going to be the one that's
in charge of it?
Right.
I mean, do you want to trust that china's not printing more tokens do you want to trust that
russia's like you know this is the this is the league of the villains bro ultimately they're
stronger together but no one believes that uh and wholeheartedly you know that they're good
right and so that's the thing about it too is that who's going to be in charge of basically
the league of villains currency so i think that they're all going to in a sense make their own
stable coin and then be able to transact through stable coins amongst each other right and that's
one of the bigger things too is that we often forget or i often forget it's just that bricks
still exist and bricks is still hasn't been disband. They're still working towards moving a hundred percent away from the dollar which adds to another
Let's just say domino that gets kicked out from fiat's grasp
I saw something that Trump rhetoric says anybody that backs like bricks is going to get like I don't know something happened to like tariffs or something so
Definitely interesting kind of yeah Well, I mean it's the split that you would think right and now it's just about whether these countries that are in bricks are
Self-sufficient or sufficient enough amongst themselves, right? I mean which they are Brazil's been doing fuck ass deals for years
Like the uranium and all that shit that they found
When they were bombing what recently, right?
That was all sold from brazil right they're mining
it out of the mines out there brazil selling it to fucking russia sending it to ukraine it's just
all over they're trying to become a world power through like once again the the corruption and
evil side of things and these are the bigger land masses in the world russia china brazil right
those are all four continents that they more or less dominate
in terms of just land mass so yep and i guess the last two things that i have is the fed balance sheet
is basically the federal balance sheet uh declined over 13 billion in june to 6 trillion the lowest
level since april of 2020. over the last three years the fed has reduced its asset holdings
by 2.3 trillion, and that's
minus 26%. During this period, the value of the Treasury holdings has dropped to $1.56 trillion
to $4.2 trillion, the lowest since June of 2020, which is basically COVID pandemic levels.
And typically when this Treasury or this kind of Peggy Bank gets low, the government prints money
to fund it. And so this is also what people are
looking at as like, okay, we've had the big, beautiful bill that add $4 trillion to our debt.
The government is getting low already. I think it's already $450 billion in the past two days
of just interest payments. So I think we've all come to the conclusion, and I think this is what we're having
like a eureka moment around the world,
that the dollar is a shit coin.
Like we've all known this,
like that's why we're in Bitcoin.
But you have Elon Musk,
like creating this new party,
the spending,
just the realization that there is no stopping this train
of the government continue to print money.
And now people are realizing,
well, if we can't control this,
we need to find something that actually is a hedge of this.
And I think the whole world is finally waking up that Bitcoin is the answer to this solution.
So that's what I'm thinking is kind of what's happening all at once right here. Like we have China, we have them realizing that they're getting falling behind, but are also realizing the rest of the world and just America in general and the UK and just people in general is like, OK, they're going to continue to print money to oblivion.
Who gives a fuck who's in office? How can I prevent myself from falling victim of this?
And that's Bitcoin is the answer. And so that's that.
And then Cynthia Loomis came on TV today and says that she is introducing a bill to put the end to unfair tax practices and leveling the player field for digital assets.
So just more, just bullish news in the crypto industry,
possibly 0% capital gains taxes, zero capital gains for housing.
Just, you know, more and more people trying to build here
and not having the red tape to kind of build crypto companies.
So that's what's happening in the market.
A lot of bullish news. Obviously, we have the Pump Fund TGE tomorrow, but I want to say what's happening in the market. A lot of bullish news.
Obviously, we have the Pump Fund TGE tomorrow,
but I want to say what's up to Lord.
He's been coming up all week, called higher
when we were at the pivotal moment earlier this week.
So how we feeling, Lord?
Yeah, fuck you higher, bro.
Let's go.
That's how we continue to go.
I was kind of looking just at Ornals.
They're pumping, bro.
Yeah, it was like 400% up on volume or some shit.
That was nice.
Yeah, we have like 50% like Quantum Cats are up.
Node Monkeys are up.
Just like I think, you know, runes are fine.
Like I think a lot of people don't like runes.
But I think if you are going to do a beta play on Bitcoin,
I think Ornals is kind of the play
that you get into right i'll be honest i would agree like it's look dude ordinals don't have
nearly the volume that we've seen during like btc ecosystem pumps so this is like i i am not
bothered by any of that i'm not excited i feel nothing you know what i mean i think some people
are just like oh wow we're pumping it's like that's not how this works like when btc eco gets volume you know you know what
i mean and i honestly think it'll be one of the last um sectors to really get their fucking moment
at the end of the cycle so i'm not too worried about it but it's nice to see some uh traction
while there's like a little bit of hype going on and everything's pumpy for sure it's not like
we're just sitting here dead in the water. You know what I mean?
And yeah, as far as people not liking runes, I just don't fucking care, bro.
Like if you don't think that it's worth like having meme coins on Bitcoin, that's fine.
But it's just laughable to me that people, you know, you go to any space and generally
there's no positive sentiment at all.
It's just people dogging on runes and it's like, fuck you higher, bro.
Like you don't shit on any of these other coins like fuck you higher bro like you don't shit on
any of these other coins like you don't just you don't care you know what i mean so the fact that
anybody cares and is talking about it it just makes me bullish like just i mean i don't know
did you see already catch a crazy bid well that's what i'm saying is already already fucking pumped
like crazy nobody is talking about that all they want to do is say fuck real kaleo was the one that
actually did that i don't know if anyone saw that 100. Yeah, 100%. You got to think, it's like, what do you want to bet on?
Do you want to bet on the thing that every single person is being loud about and saying like, look,
blah, blah, blah, and they're already in and their bags are fucking high and this, this, and that?
Or do you want to like make a counter trade on sentiment? And like, I like those like counter
trades when people aren't paying attention, which BTC ecosystem in general has been that for a
little while. There's just a tension
elsewhere dude and it's like confusing and shit so people don't care you know but to me i don't
really give a shit like i said i've always been saying this shit dude pup is a brc20 then it
bridged his soul and then it bridged to runes and then you could fuck it or migrated to rune it
doesn't really matter it's like pups is a meme and it's pups you know dog is a meme whatever it's
like bitcoin native.
That shit's going to smooth out.
And if there's any, if there's anything to say about like Bitcoin fungibles, it's that
there are more catalysts because like the trading experience is only going to get better.
You know what I mean?
It sucks.
Correct.
It was overhyped at launch.
Correct.
Doesn't fucking matter though.
You know what I mean?
Like if you, if you weren't here and you showed up and you bought when everybody was flooding runes, you're up bigly. Like I was
buying the bottom on a lot of fungibles on Bitcoin. They have been up only since that.
Right. So it's like, it's whatever, bro. I I'm not like hyper bullish on a pump anytime soon
or right this second. Like I said, I think towards, um, other things are going to pump.
Other things are going to go crazy. And then BTC eco will have its moment, you know, and then, yeah, obviously everything
goes to zero after the cycle ends.
Right.
So, yeah, I don't know.
I'm just, I'm obviously still bullish on those.
I'm in other things though, that I'm way more bullish on right now, like mog price action
G mog.
Okay.
Fuck you higher type shit.
Um, that's been insane.
So we're seeing a lot of these like alts actually outperforming bitcoin during this like major run-up which is super bullish for alts and i don't even think we're in alt season yet
at least not silly season you know what i mean but yeah as far as fuck runes everybody can suck
my balls that's already is already i think already is the play dude i mean it's the longest standing
fucking derivative token on bitcoin i think that's kind of like if you think of like all
these forks of bitcoin like the doge coins a fork of bitcoin litecoin i think that's kind of like if you think of like all these forks of
bitcoin like the doge coins a fork of bitcoin litecoin i think like you consider ordi is part
of like a fork and it already hit exchanges it's gone through the whole nine bro it is literally
the easiest thing yesterday i read literally uh kaleo's whole bull post and i'm like oh let me
see what he does and then he just links a fucking buy bit link go bull post and i'm like oh let me see what he does and
then he just links a fucking buy bit link go buy it here i'm like yo that's that's the move bro
because shit when we started it would have been a unisat and then you had to go figure out how to
go buy some lots on unisat and it would have been hell and oh someone's corner boy in and the next
huh i was just saying that's the og one it's like the first
it was the first brc20 right so like the yeah people thought it was listed bro like and when
you look at token description as the gas token for ordinal ecosystem that's that's how it was
literally listed when you brought up ordi's description was it was the gas token that
powered the ordinal's blockchain
So you need everyone was buying it because they thought you needed already to transact on ordinals
And they're like, alright cool and ordinals were obviously the talk of the town, right?
So it just kind of ran together, but you got BRC 2.0 coming out and yeah
I'll post his his bull thesis and everything like that
I mean, it was pretty dope to just see that type of interest from someone who's just more so token and
Fundamentals based right? Hey first token. Hey Bitcoin cycle
I've been accumulating
Hopefully this works out and it should be higher than what it is today, right? I mean like you don't have to go that hard into
Fucking thesis is or anything like that you know
exactly it's a very simple narrative and like my thing with all of this shit is like like you said
you can just go on buy bit buy it blah blah blah blah i don't think it's bullish to start buying
like super low cap weird runes or drop new runes or do like new fungibles on bitcoin for this cycle
i think that it's smart to buy the top ones and that's about it bro like i don't think it's that
deep right like everybody's oh fuck runes this and that but when you can when you can log on to
coinbase and buy pups you're gonna be singing a different tune you know what i mean like there
are major catalysts for memes on bitcoin and acting like there's not is fucking crazy you
know it's just like people got went through this whole hype cycle and they're like okay it's over
but how many times has everybody said that about everything fucking here you know what i mean there's just like yeah it makes no fucking sense
you're watching ordi pump like crazy and everybody's like oh ordi was everybody's been
saying ordi is dead forever and it's like these things make major fucking dips all of the things
i've ever seen here do and then when they do rip like crazy everybody everybody acts like oh bad it's down so bad people don't understand one already token
one token was around 88 to almost 90 dollars per it's all we had right it was like that's the
thing is that's all it's at 20 bucks right now so motherfucker you think that it's up i mean you're
you're up like 20 from all time high like you're not even close to realized value or even the value it was
an initial boom you know this is like the best part in the worst part of the space because you
have like every coin that's off off its bottom and there was like i told you to buy this for
the past two months and i got the worst part about it but ultimately we're in a disbelief
rally people don't believe this and just imagine we continue to not retrace and we go back up like yeah that's how i feel
about barra bro i've been buying this shit since eight dollars just down bad and now i'm fucking
like i'm going crazy now we're at two dollars fam what what i'm just saying like yeah what
happens with this just like let you remind like if we continue to go up and we don't retrace
people that got sidelined are
like fuck that i'm not buying that candle i'm not buying bitcoin and they start to find things that
have mispriced attention that are oversold and so everything in the ecosystem will eventually get
cycle through until the last one pumps and that's typically where you go down the cycle of like we're
in the tease of the last because that's the last thing that typically pumps in the cycle so if we're going into this crazy
phase every sector of this whole fucking web 3 internet is going to get a pump it's just like how
how willing are you to wait into your bags until that cycle of the bees comes to your flower right
and that's where we're at like that's where we're at you need to bet on conviction right like that's the thing i don't care if it's a rune if it's a fucking bear coin
if it's a fucking whatever if you have something you're waiting on on monad like there's all of
these different ways to play this risk on asset game you know and so like a footing any of it
is just crazy like i the mog boys came up on alpha coast space and we're just like fuck you
higher with everything.
And I'm like,
yeah,
dude,
like that should be the attitude of anybody who's still here.
If you don't have that attitude,
I feel like you've just been here LARPing instead of putting money down on
your conviction plays and not giving a fuck about what anybody else is.
Just hanging out,
bro.
Logging in every day,
hanging out,
talking drama,
being your dick,
doing sideline,
right?
Like that makes no sense.
Why I could log on every day right now at all time high Bitcoin, bro i don't trust you type shit like get out of my face fuck
you higher bro like it doesn't matter like if you're dude everybody leaf space they're all
fud and runes i get up there i'm talking about things that are going on btc eco none of them
have any fucking idea what i'm talking about if that's not bullish i don't know what the fuck is
bro i'm cool with the fact that there's teams that have been funded 30 million fucking dollars to build in the btc eco and those guys
a lot of this stuff too is that people try to passively trade i think being honest with yourself
is something that very few people in this space are and hey i mean if yo if i buy a meme and i
start playing counter strike bro and i click the meme and it's at zero, that's my fucking
fault. That has nothing to do with
the team. That has nothing to do with Counter-Strike.
That doesn't have shit to do with shit.
I hopped in the arena to trade,
put some money on the table, and trades
happened, and I wasn't there.
And it's like this idea of, oh, well, I got
into runes. Yeah, me too.
Cop Billy at under one set. Wrote it
to 160. Yeah. I mean mean if you didn't get out
if you didn't see the music dwindling if you didn't see the club starting to empty fam i mean
then that's that's a you problem that's not a the the club problem you know the club is popping
when the club is popping right and it doesn't mean that conviction changes no it's a fun spot but
it's one of those things too it's a lot stuff, right, is for those that log on every day with intentionality of, hey, I'm either going to make some money or grow my network in some type of way or knowledge, right?
If you do this stuff and you're not with those kind of intentions, I feel like a lot of people lose money because it's not a very passive space anymore, right?
It's not a log on and buy something and turn around.
No, it's like you turn around and you miss the pump, like the actual pump, right?
Now things are going to start changing a little bit more length in pump and missing one is
not going to hurt as much.
But we were and are still in this kind of like, hey, there's pumps per cycle per, I guess, niche.
And then it kind of moves around, right?
It's the rotation-ish.
Yeah, it's different than the other cycles, right?
Where you could throw, look, I wasn't here for, I could throw a dart at any fucking coin and that shit's going up.
But like there's, everything is spread out.
And like you said, like all of these different ecosystems, right?
Like all of these different little pockets of crypto, they pump at different times.
Like we saw the bonk coins going crazy.
Like the pump coins are going to go crazy.
Some of these streamers are going crazy.
I was talking about dancing at 60 K went to a hundred and everybody's looking at me
like I'm a retard.
Like I, it dude, he had Udi on the stream and that pumped it.
There's little things you can find here and you kind of got to pay attention, right?
And use your fucking brain instead of just like farming engagement and trying to be like
a clout demon when you don't have any fucking motion bro just you have to study right like you
can't just throw a dart at something and win that's not how this works that's the problem
though the studying part and having most people move off of signal and and just do this and it's
like well fuck i'm not gonna tell you to do shit I don't know how big your wallet is, and I don't know how much time you got.
Plus, the returns I get probably aren't as big or not the same ones that you're going to get,
and now we're going to go into this.
I'm going to show you there's an opportunity to do XYZ,
and you're either going to take the opportunity or you're not.
That's how TDA was built.
It's on showcasing opportunities.
We don't tell you when to get in or when to get out.
I say, hey, there's money to be made here
I don't even really know how to do it
But hey go go find out if you're curious you'll find out you'll bring it back and we share and we grow right?
That's just kind of the idea of the space and how it has to move forward now
So good so and then I will move into a couple of pieces of alpha and just keep the ball rolling man
Yeah, yeah of alpha and just keep the ball rolling man yeah yeah uh i've been up here that much this uh it's
landed at kind of a weird time for work but you guys are great i always listen in afterwards uh
i want to echo what arv was saying if you're i mean everything's so spread out on different
chains if you're just trying to get some exposure to you know like 20 different things you should
probably just look at what the top couple things in there are
because unless you're going to be active there,
paying attention like you're saying, Chief, I mean, it's just a,
you might as well pick that.
I mean, an example is I was bouncing around on chains
since everything's kind of pumping up and seeing what, what is still like relevant.
And one of the ones I was like,
I wonder if dogenals are still relevant.
Cause that could pump.
And I went there and dogenal dogs are still like 3k.
Like more expensive than like a m'lady dude.
Right.
I was like,
Holy shit.
These are holding up.
And then like the next NFT on all of those dogenals is worth like 10 bucks.
It was just like, so lopsided.
Similar with runes, right?
Like dog is way the fuck up there and the next thing's like, you know, a 10 or like 10x less.
It's just, it's really, it's really lopsided.
So if you're going to just like try to get some exposure, you might as well pick a top thing and just let it ride. Otherwise,
you really got to be paying attention on them. But I was throwing out just real quick,
because also Chief mentioned Veritain. I threw this in the members alpha thing on the Foundry. undry there's a there's a giveaway uh that's happening on bear chain that's uh related to
uh sort of um helping out with um uh with the pets and stuff they're doing like a thing where
they're trying to uh help like humane societies and stuff like that but um the reason i pointed
it out is that uh bear tick which is one of the guys for Kodiak, which is one of the main trading places on BearChain, is doing, if you buy 20 of those raffle tickets, you can get a SteadyTeddy, which right now raffle tickets are like 7 bear, so you can buy 20 at like around 140 barra, and steadies are going for like 190,
so you get a nice little 25% discount on a Steady Teddy,
which you can see some people on here.
I mean, Chief's got one now, too, or he's repping one now, too.
I think he's got like 50 of them.
I mean, that guy was pumping it for a little while.
But I was throwing it out there.
If no one else takes it, I'm going to take another one of them
because that's a nice little discount.
And if you buy those raffle tickets, they're raffling a bunch of stuff.
They're raffling a pretty rare Steady in there
and then a bunch of other Vera NFTs.
And I think some of the mint price is also in the raffle. And then, uh,
I think like red canv or somebody threw in a bunch of ticker Bitcoin in there
too. So there's a bunch of stuff in that raffle.
And I think like the top holder of that raffle ticket is only like 80
tickets out of the, I don't know. I think it's like a thousand. Uh,
so, so the odds aren't like super terrible, but
just throwing it out there so you can get like in, in a fun little raffle,
do something good. And you can also get a teddy at a discount. I mean, it's kind of a fun win-win.
Yeah. Teddies are like 400 bucks with Barra Pump in the two bucks. So,
I mean, that's all that Chief does these days.
He just buys fucking steady teddies, bro.
So, you're going to have to.
This is going to be it, bro.
This is going to be it.
I heard about those motherfuckers last cycle.
And we were here, you know, those motherfuckers that had those. Look, that's all I've been thinking this entire time in my head.
Every time I yeet more money into this fucking
black hole um i mean it's not even about like being hopium and it's a two yeah look it's still
a double digit token don't get me wrong i don't know when shit but it is but i don't need to get
to double digits no more you know because that's another thing too if you got time in the game
and and just kind of
conviction bro i just been lowering my cost of average to where we get to three bucks i'm in the
green and i started buying at seven eight dollars right that's just for you guys to kind of also
understand just long-term trading and just price action and stuff like that right it's not
necessarily defending a position but it's one that I think it's a lot easier
for us to get to $3 than it will be to get to eight.
And at $3, I'm already in the green, right?
So when you realize you're closer to the bottom
than you are to the top,
then you just start trying to just get from underwater, bro, right?
And it's, once again, when you start playing poker
and just games like this where money and risk
and you can kind of choose when to be risk averse and when not to, right? But anyway, yeah, so just steady buying,
bro. I think if we get to three bucks, I'm now in the green, uh, because I've yeeted at a black
hole for four months, right? In a row. But yeah, this was all those, like every time last cycle,
you hear about those motherfuckers with hundreds of like apes and all this bullshit and I fucking made it bro because i just kept buying these dumb ass j yeah i mean i i hope to be that
dude mispriced attention bro that's all it is it's mispriced attention thank you dude like that's
the thing i think people just like they want these quick fucking gains but i'm not gonna lie bro like
you need to have a serious edge like at this point in the market and at this point whatever this fucking cycle is everything is all strewn about so like if you don't have a serious edge, like at this point in the market and at this point, whatever
this fucking cycle is, everything is all strewn about. So like, if you don't have a very small
group of very tapped in motherfuckers that you're in and you know something early, it's going to be
hard to just like hit those multiples. But yeah, if you buy something that's oversold, you know,
like I just stack that shit, bro. I'm with you. That, that is like, there's plenty of plays I'm
in that are like that, where I'm just like, this is like there's plenty of plays i'm in that are like that where i'm just like this is gonna pump later and now i'm prepared to like dca out comfortably and
i don't i don't need to wait for an all-time high bro are you kidding me i'm by the way i'm up on
pups infinitely so i don't even care about these motherfuckers bro because anybody who was in there
on brc20 they don't give a fuck dude and they're buying more right now so i've seen people that
round tripped that are buying right now stacks and stacking up and they're like okay i'm up anyway but this shit's oversold and that's just kind of
the vibes um in general right now but yeah dude i'm not concerned about the bear price i'm concerned
about chief owning like three percent of the steady teddy supply and that motherfucker
one day bro like he's literally gonna be the reason why that floor goes back down.
There's, like, three of us, bro.
There's literally three.
It's me, Greg, and Amar, I think, own, like, about 10% of that bitch.
Let him cook, bro.
Also, I pinned up.
Yeah, it's just we got 10%, bro.
You got three people that own 10% and are chilling.
But we're in a different league because they be trying to bathe my ass with, like,
yo, you want to sweep today?
I'm like, no, I don't want to sweep today i'm not like y'all like i don't i'll sweep in three weeks bro i need to make some money and then hopefully we can you know buy some more but they'll be like
nah but i'm about to buy like 10 15 i'm like bro that's like four or five bands not me yet you know
like we're dolphin trying to be there but yeah but yes you don't have to be a big
owner man you gotta just just be again like if you're gonna be in different ecosystems and uh
you just want to have a little bit of exposure and you're not going to be there trying to like
trade the coins on that chain just pick you know a couple of the top things right now studies is
kind of like the flagship for bear chain so if you wanted a a like quick exposure there just you know get one you're making a leverage bet on
barra chain right it's bullish as bro the price has been better on teddies than it has been on
the dog shit token bro like i regret not buying more jpegs than trying to yield for
you got to get out of the nft though it's the thing like you have the hardest part is getting out and making the money like yes that that's an invisible
number but like you selling is gonna be a massive sell signal for the whole fucking collection and
people are gonna be like i'm getting out before chief gets out i'm lowering i'm cutting the floor
so i was like yeah go ahead on portfolio but i'm saying buy them all you still got to sell there's
like three sales a day on that fucking collection so it's like yeah good luck selling 35 go ahead what do you mean they sell
like fucking 50 a day there's like a wheat offer there's not that's not a that's a wheat offer my
guy like actual sales there's like three every 12 hours they had 30 sales in the last 24 hours
not including yeah that's 20 i mean obviously this week market's pumped, but like if you look at the collection
over the past seven days, it's like an average of like five to six sales, real sales a day,
not Weeth offers.
So it's a hard one to get, I mean, I'm hoping for your sake that it goes to fucking $2,000
a piece and you could fucking retire.
That's what I'm thinking.
Like, that's what I'm thinking.
Have you seen the Weeth wall?
The bid wall?
It's like point, .177 or something?
No, it's like fucking
seven grand worth of Barra
on just the wall.
Yeah, on bids.
Because motherfuckers trying to get these hoes cheap, bro.
Think what you want.
Like I said, cope and fucking see,
motherfuckers. I don't give a fuck, bro.
We're shutting this on all your heads.
I have some. I'm just saying, dude.
It's just, god damn, you have a lot.
Go ahead, Alex.
A couple things.
First of all, yeah, Chief, just keep buying our fucking bags.
Just keep doing it.
I love it.
It's good, and I support it.
Second of all, fuck you higher.
Third of all, what else?
A couple things.
You guys are talking about having a good group of people to be around to know what's going on in the market.
Obviously, the foundry goes unsaid.
But I also did pin to the top.
I think a lot of you guys here who are listening know already.
But Loverge Labs, those guys are fucking brilliant.
And AD has been streaming live to Twitter.
So you don't even have to have an ape to like get in and learn and see what's going on
especially now that everyone's getting amped up it's like yo ask ad what's up with with the
foundry bro because we had a whole setup that he was supposed to come and teach us to not be
retarded apes you talked to ad oh i did i've talked to him a million times bro uh but anyway
like yes ad is good we always plug in uh leverage labs but that's the
thing too like tj2 those guys if you can afford to learn bro there's no better place to be than them
yeah and they also give like ad has been giving out uh like he's got this subscription too i think
it's called stock chain which is hilarious um but it's like on-chain signals for like big whale
accumulation and cells so yeah if you're like if
you're bored and you want to look at the market I would suggest looking at those also on since you
guys were talking about raffles on the art side Mallow is doing this thing with the guides right
now and I just like I'm a huge supporter of Votico and I've got some guides and I really like those
guys and they're all very talented so they've got a month worth of editions dropping, which are pretty low price.
And if you buy any of those editions, you get put in for a raffle for either a one-of-one guide or a one-of-one Wetico Lububu, which is kind of dope.
So just wanted to throw that out there, even though art isn't the most popular thing here.
I still think it's pretty fucking rad.
And for all the money that people, including myself, throw at shitcoins, these are very low entry additions. So like worth
checking out. And yeah, all I was gonna say is like, we can all talk like fuck you, hire,
whatever, like believe in something, but just like, use charts, look at your charts,
you don't have to project a million years into the future and figure out what's going to happen
then just look at the charts and figure out what's going to happen then just look at the charts and figure out what's going to happen soon or at least get an idea and trade on that like yeah learn to short
learn to do all the things that you can fucking make money here it doesn't have to go up all the
time but when it does that's what we say too alex said that's the stuff that doesn't require
any of us right doesn't require a whitelist doesn't require a founder it doesn't require
uh tokenomics you don't need to make your own decisions yeah you learn how
to read a chart you grab your phone knows what's gonna happen yeah and you can be anywhere you can
be on a beach you could be whatever it is you're not dependent on crypto Twitter right or on
telegram or on any of that you're dependent on your ability to kind of know how to draw or read
these charts read these signals and then you learn how to
depend on yourself to make decisions on it. So I've always preached that that's the one skill
here that we all depend on a founder, a new project to come out, a new token to drop, you know,
hey, is the dev good, this or that, or a group? You don't even need a group if you actually learn
true like fundamentals and how to do harmonics and fibonacci's and all
that like you don't need a group right it helps but you don't even need one so that's the most
underrated skill in our ecosystem i think that skill that's the best is just uh getting a fine
tune of the timeline guys like buying fear the past two months two weeks have made me a shit ton
of money like buying when israel bombed and taking a long out of Farcoin at 88 cents
and writing that up to $1.12 made me money.
The fear this week of the pump fund on Monday where I longed Farcoin from $1.07 to $1.30 was the best thing.
But ultimately, you can reverse the fear.
And when people are super euphoric
that is typically when you want to like short i'm not saying like short the market for long term but
there's typically downturns when there's euphoria and yes sometimes you've seen the liquidations
recently people have been trying to think they're smarter than the market and not every chart is
godsend either but like i think the, all these charts are just psychological emotions.
And if you can kind of fine tune what the people are feeling, you can kind of predict
what's going to happen in the market better than the chart, in my opinion.
So totally. And also like the fibs and all that stuff is even though like it's, you know,
astrology for men, joke, joke. It is representative of the psychology of trading.
I would also say on that something something it's interesting, too.
I was talking with Adi about this last night and we were looking at Iran, which is a miner, one of the Bitcoin miners' stocks.
I know, crazy stocks, but here we are.
And I was just like, dude, I'm even at the point right now where this makes me nervous because by the chart, I think it's going to reverse.
But there's momentum now. So also
kind of being able to kind of understand momentum and how that can shift the way charts are moving
too, independent of that. And then the last thing I'll say, fuck, what was I going to say? Oh yeah,
really good opportunity, even though a lot of stuff is pumping. I don't know if you guys noticed
this, but like a lot of the major memes were pumping yesterday and obviously
the majors were pumping yesterday and some are still moving today but a lot of the smaller meme
coins didn't move very much like they moved a little bit overnight demolished or demolished
so take a look fucking look for stuff that's like 85 to 95 down and if you think there's fucking
life in that thing and there could still be motion in it,
those are plays. Those are plays that could make like you a lot of bank like there's things like
Mobi, for example, I was looking at Mobi a month or so a couple a month and a bit ago, because
it was down bad, but asset dash every day in my email, putting out new stuff, putting up that
Mobi screener, putting up all that stuff. And I don't know where it's gonna go. But the thing is
moved like three x since I got in or two xx at least so those are really good plays to kind of like yeah
you got to do a little work but they can pay a lot right and like looking up there right now
why do you think that is is because it's the it's the pump.fun fear is why a lot of these coins are
these smaller coins are selling off i feel like because i feel like there's going to be attention
focused to that and people are going to sell their their unjustified tokens that haven't pumped and they're going to take
profit in soul so they can play the pump fund so i feel like once we get past this tge of pump.fund
a lot of those tokens you just mentioned are going to catch a bid because now we don't have
that overhang of this liquidity suck that's possibly going to happen yeah i think people
are just like they have to like exactly they're getting liquid now they're they're getting liquid again and when and when they start to accumulate more liquid
they're going to start playing a bit more again just depends on like where that's going to go
and which ones are actually going to last longer so that's why i was kind of like from from my
strategy looking for things that aren't just going to pump overnight but might actually like go back
to their all-time high from before right and just like just a word of advice is like if you have conviction you've had conviction for a year and a half and fucking or whatever and pump is dropping
and now you're like well i need liquid like probably just don't drop your conviction bags
like what are you looking at maybe like maybe you look at like a two to five x maybe more like i'm
not trying to be bearish on this pump thing i think it does go higher but you know if you have
a big old conviction bag you're probably going to make more just sitting on your fucking hands and walking away
and like waiting for that to shine um but i know a lot of people aren't going to do that you know
they are going to sell these things off especially if it's had no movement during this like little
hype cycle people get psyched out and they get like they start feeling weird like oh maybe i'm
wrong it's like dude you had conviction for this fucking long
I'm not worried about like fucking the seals right like they're not going crazy but that that ticker
is up like two three x from like accumulation mode at the bottom and it's not even going crazy right
now and I know it's coming later so I don't care you know what I mean I'm not going to be like oh
I'm selling this for pump but I feel like if you are in a position where you don't have liquidity
and you're like looking and you're thinking you're wrong, it's like you're probably not going to make that life changing money by dumping your conviction bags and going into the pump fund drop.
But a lot of people are going to make that move anyway.
So I do expect a lot of these like, you know, more risk on kind of like deep in the cut charts that are not having their day right now, but will later.
They're going to see some dumps, of course, right?
Because people are just going to be like,
well, I have to get something right now.
I wouldn't do that.
I would just like double down on that play
when that dip happens, you know?
Like try to get liquid ready for that
because like that's probably the move is
you're going to make more money off this pump thing
if you're just buying these nuking charts
because the only reason they're nuking
is because a bunch of people are chasing you know i i i think like obviously this tge is tomorrow and it's going to be massive
but these tokens are basically not live trading till 72 hours 48 so it's monday or tuesday when
these go live and the only way you can actually get exposure to actually the token is actually
perp trading right now.
And that's why I took out a long at $5 billion yesterday.
Because in the three days leading up to this, you're going to see a lot of VCs.
You're going to see Delphi Digital did a post on why it's going to be the most catered trade.
You have Masari saying it's going to $7 billion.
And that's before the tokens actually are unlocked so people could sell.
So I feel like the biggest run-up is actually going to be from the TG Saturday until the unlock on Tuesday. And then we'll see massive buying from people
that couldn't get in the ICO. But that's why I think it's undervalued and it's going to be a
hated rally. But ultimately, I think possibly to be looking at is Bonk is undervalued.
Because Bonk is at $2 billion. It's doing more volume. It's having more tokens created.
It's actually taking a lot of market share from Pump. So if Pump goes to $5 to $2 billion. It's doing more volume. It's having more tokens created. It's actually taking a lot of market share from Pumpt.
So if Pumpt goes to $5 to $10 billion,
Bonk's going to reprice upwards.
And so I think actually looking at Bonk
or maybe taking a leverage out on Bonk,
looking for Pumpt to do successful,
and then looking at the metrics of Bonk,
showing how it has more tokens created,
it has more volume traded,
and has all this other stuff,
it's going to reprice Bonk ecosystem all the way up and i think bonk tokens and bonk itself are probably going to
catch a bid in a repricing if actually the only issue i'm seeing with the bonk tokens thing is
that people are starting to latch on right uh to tom and all that kind of stuff and they're
almost looking for or needing the cosine and nothing from that ecosystem
is really catching a bit unless you get so poor Tom to tweet about it or bonk guy or something
like that you know in that sense so that's the only not to say issue but I think that that
ecosystem because you have such vocal founders and participants now i mean now you get the the
piranhas right who are no longer just participating naturally it's just that they're sitting there on
the edge of the water waiting for something to come in and hoping these guys will interact with
their token to go into mass extraction so that's the only issue that i'm seeing now with the bong
tokens is that it's the the hopium or the like on their breath
of well tom's gonna fall tom followed me this is about to fly and it's like okay cool uh that's
the state we're at versus you you were past that with the whole a lawn and just uh the pump fun
side of things you know so yeah i just think i just think they have massive grace with the massive
airdrop they actually have been doing buybacks and burns.
I think a percentage goes into their treasury.
They do like 50% of buyback and burns.
And then you look at PumpFun, the metrics are all down for PumpFun,
and they're only doing a 25% buyback.
So the tokenomics, everything that they're doing, the community,
it's going to continue to – it's's way better token omnis and metrics than pump
fund has in the past like two three weeks so i think if you're betting that pump fund is going
to have a hated rally i think that miss that that's a mispriced uh token right there at two
billion dude like if it goes if pump pump goes to 10 that makes fucking bonk at least four to five
in my opinion yo and then if you talk about just on looking at trade go buy phones
that's one thing that i think a lot of people are sleeping on too if this bonk price raises bro i'm
gonna hit ebay and i'm gonna clear out every single one of those solana phones uh and cash
a you know a little payday on that side because that's another thing you have these devices that
have tokens locked up in them that as the repricement is going on in our side um just i don't know if people are checking
and getting repriced on that side so just another potential trade uh looking left on phone bro i i
don't even know anybody else who has one bro i love my ton phone son that shit higher bro yeah
i have a fucking jambo phone ain't did shit go ahead alex sorry no you're totally good like i
was just gonna say like even though i'm i'm a
chart more of a chart trader than like uh you know uh i'm bullish on this team whatever um i do think
like i do think bonk is gonna do well over the long term and like you see what they're doing and
even again not that a lot of people here care about art but you even see what they're fucking
doing on the art side and the kind of campaigns that they're running and getting like really big actors and shit involved in this stuff.
And like, I'm just I'm bullish on the way that they're continuing to build that ecosystem and multiple sectors of the space.
And the fact that they clearly have the funding and like the amount allocated to do those things is also bullish.
Not that they're just like saying they're going to go up at some point,
like they're doing shit.
And I don't even have bonk bags now because I've been playing bonk rather than
just like holding bonk.
But I do think over the longterm,
like even if it's like not a bonk ecosystem token,
like look what they fucking built and look how much attention that got on its
own. If you like,
irrespective of how the tokens are doing specifically,
even though useless is doing really well. So I don't know. i think it's worth keeping an eye on and it's had some
it moves as a turret really nicely too so it's a really good one to play i'm just trying to like
front run that all the focus is going to be on pump fun for the next five to six days and people
are it's going to create like a meta and we always talk about beta plays i don't think bonk is a beta
the pump fun i actually think pump fun could be the beta,
but just kind of thinking that all these metrics are great.
It has social sentiments shifted totally on the Bonk's favor.
And the only thing that's driving down the mindshare is this TGE.
And I'm expecting after this TGE goes away and mindshare dissipates
that Bonk's going to come out with a lot of stuff
that they've been held close to their chest.
And I think even at this pace, I think that Bonk is mispriced attention and is probably going to end up being the leader. Just like how we saw OpenSea dominate NFTs,
they lost touch with the community and then Magic Eden took over because they were degenerates. I
could see the same thing happening with Bonk here coming into the next year and a half dude i could see bonk overtaking
market chat market capital pump i could see them taking mindshare i could see them created tokens
already doing it so i just think at two billion bonk is underpriced dude so i i agree look i agree
completely i love bonk i love the bonk team like early days when pups so pups was the first meme coin fuck runes bro i fucking hate runes bro i hate all of it i hate all the fucking names
anyway it's the first meme on bitcoin that like went to soul and bonk was like super supportive
of that like the team in general those guys love pups um i love them too because they've dude they've
built so fucking much like when we were first started trading it was like bonk bot right like
people forget that like every single person I know,
it was like,
fuck dude,
we got,
we got to run up a new car.
It's always on bonk bot,
all of it.
And they've really been like actually active and get like,
they're doing some stuff that's beneficial to the space.
So it's like,
they're very,
very,
very undervalued.
And they've been around for a long fucking time.
And the team is just straight up goaded.
Like I,
I do have faith
in pump fun but i the competition thing is bullish but i think we're going so much higher none of it
matters like everybody's like okay well bonk is going down from here pump is going down from here
it's like what if they both just go up from here you know what i mean i'm kind of more in that boat
where i think they're kind of in different lanes um and they're gonna each find their own and
they're gonna do just fine but bonk i would not bet against those guys bro they're absolutely
i just can't believe that pump like even with all this mindshare can't like actually
tap into like the token creation side at this point like i'm the thing i'm probably most bullish
on pump.fun is their massive war chest of what they can acquire now right i mean they've like
in the span of this i think they've accumulated over like $2 billion. So they have a massive war chest. Are they going to acquire
Axiom? Are they going to acquire fucking streamer platforms? Acquire WAP? Like that's going to be
great for the tokens. And then obviously they'll do buyback and burns. But like, even with everybody
talking about pump, like created tokens in the past 24 hours, bunk, 18,000. Pump fun, 14. Graduated tokens, 24 hours, bunk, 173.
Pump fun, 100 tokens.
Launchpad volume in 24 hours, bunk, 84 million.
Pump fun, 60 million.
So it's like, even with everybody talking about pump fun,
they can't even be bunk, and this is their time to shine.
So what are you going to think happens when the creator rewards go away
and the token starts going down?
Ultimately, we've just been discussing this whole time time get in the tokens that have great communities and bonk has
basically curated one of the strongest solana og communities in all of crypto so they're gonna have
like people writing and dying for him and yes i do think it's kind of frothy when you're basically
relying on soul port tom and fucking unipix to fucking pump your bags but ultimately there will
be people like to become like the champions of their tokens of new tokens on this launch pad
like the k monies of mog they're gonna come out of the bonk ecosystem soon and you won't have to
rely on you know soul port tom and these guys to pump your tokens so i think bonk is mispriced
right and then it becomes they become a superpower right so poor tom and you pick like the
fact that they will get involved now is no longer what's necessary but now it's like a boost right
it's the fucking the gasoline to the fire rather than this will only take off if they you know
co-sign it type thing that's been the main issue with alon and all these launch pads is they don't
support the tokens created on their platform that's been the biggest gripe with all this shit like oh great this is great for creating tokens
and token creators and the launch pads take fees but none of you fuckers even talk about any tokens
created and fucking they realized that they transitioned and they started promoting tokens
on their launch pad and that created a bigger like galvanization of their already strong community that they already gave $15,000 to her fucking airdrop so it's like these guys have it figured
out and it's like they're the pudgy penguins of meme coins at this point and you're just waiting
for a repricement like pudgy penguins during the bear market was three ETH now they're fucking
fucking 10 they got the 30 ETH you're just waiting for people to realize that bonk is the team you
need to bet on if you're betting on meme coins and not Alon not Jupiter not fucking Ben Pasternak
it's none of these it's it's it's Unipix which is Luka and so far Tom which is fucking Vivian
like these are the guys that you guys want to bet on and it's just a matter of time till people
realize this yeah Bonk I was right uh I will say again though like this PumpFun shit dude I I
really think that the
easy meta is just like some of these streamers like you're gonna have more streamers coming to
pump fun and if you can get in there early or catch like i've seen dude i've seen people
immediately make a token and they get insane volume and then it absolutely nukes and you
can just buy that nuke and then you wait and you're gonna hit like a two to fucking five x
usually right if they're gonna be relevant and still streaming, blah, blah, blah, blah, blah.
So I've been paying attention there, which has been great.
And like, I really do think that they're look, dude, I know they didn't support a bunch of
tokens because like, how, how do you like, it's a token launch platform.
There's a fuckload of tokens launching, but if you have creators who are consistent there,
I don't see how those don't pump and get supported because they're streaming on your platform so to me that's like if you're not going to get involved in the whole pump fun token
thing but you kind of want exposure find good creators that are bad creators it doesn't matter
if you like them or not i'm holding a couple people i don't like at all all right but uh it
doesn't matter because they're higher and they're up like 50 on the day so it just doesn't matter
and more and more people are starting to launch coins i
think you saw patty ice you saw a bunch of jonah bro jonah is 27k bro i if that's not a if that's
not a 5x from here i'm retarded but yeah like these people are coming yeah all he needs to do
is open up i don't want to hear all he needs to do is gamble bro if he starts opening csgo packs
or cases it's over with i keep he can use
his own clipping platform to fucking make himself go viral that's like you see what he's building
dude yeah dude so he has a regular uh ai thing and then this is his personal platform so like he
can get on there he can open up csgo cases blah blah blah he locked 17 until 2069 because the
chat was yelling at him including me uh so yeah dude i don't know
i think that goes higher than 27 fucking k right and it's like you find these bets that you kind
of know a little bit about and you're just like whatever dude like well people aren't really
experimenting yet right when you start getting to the point of actually experimenting then this
stuff becomes fun i mean people are launching this like a regular traditional shit coin
if you launch and you hold supply i mean you could essentially sell things off or sell things through the platform or the streams or do the whole like pack ripping and stuff like that.
And people just buy a little bit of the token.
And that's it.
You buy, oh, a $15 buy on the token?
Cool, I'll open this Pokemon pack for you.
But now there's this fucking crazy district like
one tenth percent of liquidity or something so now that buy in that pack you bought is now worth 60
bucks to me in uh fake money and then you know versus the other so it's like you're gonna start
getting people playing with tokenomics as a whole and make this interesting rather than just
launching a fair coin so so to speak right
that's all we've seen so far is i launched a shitter attached to my name well why don't you
have fun with tokenomics attached to your name and then play around in that sense so
good alex did your hand up yeah for a second i actually forgot what i was gonna say but then
i just remembered good old adhd um another team just since we're on this stuff another team that i'm
pretty bullish on um and not like for any particular way like i won an nft from them but
like otherwise i didn't really buy into anything i think the wrecked team are gonna do some like
big shit and i think like i think they're even though i know their token had a decent run up
recently i haven't looked at the chart recently i think people like aren't really paying attention
to that which is like kind of surprising considering everything that they've
done both in like in-person real marketing and then also with the with their token and then also
with their like drinks and all the stuff they're doing with Myriad and then Myriad's connected to
Abstract so like I just feel like people are because there's so many there's been so many
things to like pay attention to and farm and do whatever i think people have kind of like forgotten so i
don't know i think they're like a quiet giant to be honest yeah they fuck i think they got tons of
attention dude they're branding tons of it they got irl attention like you're like you're saying
yeah they got they're fucking dope bro like i don't see how they don't go higher at all we don't
talk about them because they're all over farroke and Tyler. Like everybody promotes these motherfuckers.
But there's different parts of the space, right?
Like there's people who are just paying attention to like pump fun and bonk and
stuff.
And there's some people who are just paying attention to, I don't know, the majors.
And then, so I think a lot of these things kind of fall through the cracks.
And like when people get a stimmy or an airdrop or whatever, they're like, oh my
God, wreck token.
But then otherwise like, I don't hear anything about it.
So I don't know.
I just, yeah.
Apart from their thing.
Yeah. I think it's attention based because just, yeah, apart from their thing. Yeah.
I think it's attention-based
because I saw their product thing with their coin
and like the product fucking buys token,
the token gets that.
I've like, I've seen like things
that actually get attention
that don't actually drive volume to like,
just because people buy your Rect drink
doesn't mean that your token price goes up.
So I've seen this play before.
I'm just talking ecosystem.
Yeah, I'm just saying like them as like influencers and kols and like have their token is up dummy though bro yeah i'm just saying like 400 i agree i'm just saying like i've seen
this happen for but i think the main use why the token goes up is because they're so influential
like i don't think it's the product i think they could fucking slap cigarettes on there and they
would sell fucking great the token would go up they don't even have it's the product. I think they could fucking slap cigarettes on there and they would sell fucking great.
The token would go up.
They wouldn't even have to have a product.
I just think them as traders and have a lot of influence as a smart trader, people are
just going to back them and buy their token to support them.
So I just think the fucking product thing is something like a metric that like a lot
of people use to say, oh, we're doing things and just gain attention back.
But I think that just them by themselves, REC token, REC guy, like they're're just gonna shill that and they're probably gonna buy back the token and the nft
just so the price goes up and i do think they're like pretty good people to bet on if you're just
betting on a team so i do agree with you alex i do agree with you chief we kind of went over
like a lot of the pin posts today i know katana has some stuff oh you're good i'm gonna just go
through some things i mean they're go ahead no real rush this friday we got the vibes going all time high so y'all just sit back um katana for those of you
guys that took a chance uh wasn't really a chance right i mean it was just free money literally free
money you had to lock it up for less than seven days but uh distribution is out for all the remaining crates.
Yeah, they had only given out in the pre-deposit campaign roughly about 2% to 3%. So 97% of those crates and those points all got redistributed to those people that deposited.
No one really knows exactly what the APYs were in terms of return rate for those.
It was time-based variance.
So if you deposited on Katana as soon as it went live, you got more allocation than if you deposited on Katana the day before or the week beforehand.
Regardless, you just got free money.
Those are locked up for now, right? And then presumably
up until TGE through a vested unlock. But at least for me personally, it was four times what I put in,
right? So I put in roughly a little bit over what, two and a half ETH, almost three ETH.
And then my allocations at like 24K. So we'll see how that plays out, if that actually plays out to full-blown dollars itself,
or exactly what. But for now, you can vote and participate in admission and bribes,
and in a sense, allocate and get more tokens with your weighted power. Everything's pinned
up to the top. This is coming directly from Katana team itself. And then you just have people that
are just breaking down exactly what it means. And people are upset some people weren't right I think some guy had 200k put in
and um I think he did it the very last or the very last day right and he only made 29,000 tokens or
something like that so big discrepancy there people are upset just obviously if you were first
if you believe then ggs you got paid out so was zero risk. You got your money back within a week.
And yeah, you're able to go in and out of those pools if you would like still. TGE is far away
though, right? So just something to keep in mind that you're looking at maybe Q44 end of q4 or q1 next year uh next mint that's coming up that'll
be probably a banger in the next couple days uh it'll be one we're off it's the hoof fathers right
this is uni chains first uh kind of blue chip mint or nft pinned up top all the information it's a free mint supply is 2500
unichain is uniswap's new blockchain so this is their flagship drop go check it out you still
have a small chance at potentially getting whitelist you know the whole nine of just
twerking on the timeline fan art and whatever kind of bullshit that you can figure out.
And then lastly, this dropped earlier today since we were talking about Katana.
The launchpad, meme coin launchpad, right?
In a sense, it's trying to be the pump fun, the whatever, you know,
now that we got a million different fucking launchpods.
But on a Katana, the very first one, four different tasks you can do.
Go inside the Discord, get an OG role.
Nothing more to do besides that.
But this campaign dropped a couple hours ago and it'll close pretty soon.
So can't hurt to see what it is and can't hurt to see how far it gets you.
And then lastly, Bonk ecosystem to wrap us up. We did a long,
extensive kind of talk about that. The team, if any of you guys are curious, I already had this
in my bookmarks, but kind of perfect timing. And you want to get more involved with the Bonk
ecosystem during this whole PumpFun attention or just in general. I got everything pinned up to the top it is current for 2025 it involves
the art initiatives and just some of the gaming initiatives and other things that they've done
in different ways that you can get bonk exposure besides just directly the bonk token itself so
got all that pinned up to the top for you guys and then go ahead x yeah um obviously we got shotgun up here fucking azuki grifting again doing another sticker pack on ton told you guys and then go ahead x yeah um obviously we got shotgun up here fucking
azuki grifting again doing another sticker pack on ton told you guys yesterday shotgun are you
buying these sticker packs you fucker no i'm just joking i even got a sticker pack
i'll be real like even if i wanted i'm not sure if i could get it like the first time i heard that
it was bought it as fuck like and that's not only a Zuki,
like, that's also for apes, pudgies, like, all those NFT collection gifts, apparently
they're getting bought to hell, and it's really, really hard to buy, even if you're, like,
in front of the screen right on time, which kind of reminds me of, like, the old days
where we had, like, fantasy top drops, where we had, like, drops where we had like these fucking like big web 2 companies trying
to do like collectibles and shit uh i remember there was a disney one as well that was like
almost impossible to get drops uh but anyways did you guys do a white list the seals had like
a white list which was actually dope where you know most of these don't have white lists at all
they're all just kind of cash grabby first come first serve.
And the thing is, too, they don't really kind of even understand the process they want to do.
They banned buying it with stars and they did ton.
And then that crashed the network in the app.
And then they went and they banned ton and they forced you to buy it with stars.
And then now that didn't work out.
And so now they're just back and they're kind of stuck in between of well you can
use stars and ton right so go ahead shotgun now dude i was gonna say like and
all these nft collections doing this like they at least azuki they be very
upfront that like there is no plan on like doing anything with those it's
really like collectors collecting and i really think that all those collections are taking
advantage of it to to get more revenue because the demand is definitely there man like if you
look at all those uh nft drops that happened there from apes pudgies azuki like they they
sold out in like just a few seconds so it's kind of like if from a business standpoint why wouldn't you take uh that free revenue but
i don't know i'm with you i mean pudgies did two million of revenue on the stickers apes did 1.48
million doodles did 490k revenue azuki down there at 250k is probably why they're launching number
two is like bro we got to get up to these board eight motherfuckers and track another 60k and then clay was 160k and then
and aren't you going into azuki week two isn't that this upcoming week shotgun is it this next
one or is it two weeks away kind of the azuki party and all that kind of stuff bro it already
happened it was last week and uh yeah it already happened no like check your wall bro. No check your wallet. I'm looking at the floor price
I'm like when is the pump come in? I'm like, you know, these are gonna get a pump
I know that they're down bad right now, but uh, the week is here. Ah, go ahead, bro
So there was no pump but the bullish news is that azuki launched their own studio
Uh, and it's in a partnership with kamisma
Uh, and you know,eno yeah we covered that I
didn't know that that was at the event so they announced that at the exuki
event I'm not sure if he was at the event precisely or if he was like one
day before but it was like right there so I'm assuming that was the news because
every every event they do something right like the first event they did beans, then they did elementals.
So I was definitely expecting something.
But this time the only difference was there was no impact to the price action.
So unfortunately or fortunately, the fun part about it all is that you look at the floor
and like anything that's remotely clean or a grail material is just getting sniped but then you look
at the floor and the floor is bullshit so i don't know man i feel like it will be like a steep
uphill battle for azuki here because the floor is definitely not looking good but i just think
they're doing things the right way just gonna take time to play out in my opinion how does the anime
token play into any of this Currently like do
Good sorry chief I didn't mean to interrupt you but I was just so pissed because this week
They dropped some merch not sure if you guys saw they opened the azuki shop
And I was like really excited to buy some shit with my anime for the first time ever because I'd just be sitting on that bag
Ever since I got airdropped but there wasn't an
anime buying option and i was like what the fuck and then i checked even further and they wouldn't
even deliver to any south american country so i was like okay fuck me for living in brazil uh
so yeah i'm kind of disappointed in that end but we ball well that's what my question is is there
sync costs for the anime token right now i mean
this was going to be i guess the first one or there have been some before in the past
uh there had been some in the past but they were raw speaker uh drops and i wasn't trying to like
spend money on fucking stickers i was like fuck that uh and yeah but so far, I think the only drops that you could buy with anime was both
the stickers and the TCG boxes that haven't launched yet. But there was a pre-sale round
that a lot of people bought with the anime token itself.
Yeah, I mean, anime.com went live too recently. So that's happening. It's just like another
example of just because you have good products and cool stuff happening doesn't actually mean that it's going to affect the token price or
the NFT. Just like when Pudgy Penguins launched into Walmart, it didn't affect the Pudgy Penguins
for that much, maybe for a few days and then went back down. So typically this IP play is a longer
term play that you're expecting that they're going to create animatic cartoons and people,
there's maybe going to be some way to use the azuki token to pay for creation or pay reward creators to create cartoons on their blockchain
so this is like something that's you know five ten years away and like looking at like the asia
like asia like influence on america i think it's right around the corner. I just saw a stat that Netflix has like 58% of their watches is anime.
So it's like Asia with like Labubu, with fashion is all coming from Asia.
And now that anime is now one of the top watch things on the leading streaming platform.
Like it's, I don't think it's that far away where you start seeing a Zuki go mainstream, bro.
So it's just one of the things you got to be a long-term holder have the vision and understand like this stuff there's so much anime that's one
thing that a lot of you guys like or people that don't really watch uh don't understand bro there
is so much anime like so much content so many new shows come out that there's only one season that
there's three episodes that there's a
pilot right you're not competing with oh just this guy and that guy and i know who i'm competing
against you don't when you go to japan when you go to these countries that actually like and
animation is a part of their culture in their everyday life there's they're literally pop-ups
of one episode shows and new characters and ips competing for Mindshare 24-7, bro.
And you'll watch two seasons and then they'll be like, yeah, well, we canceled it and no one likes the show.
And you're like, what do you mean? I love the show. I used to watch it all the time, me and all my friends.
And you realize that it's like 0.1% of the world cared for that one show that you liked, right?
So it's a very very very competitive market in almost
probably even more so competitive uh than gaming right just because of the different styles and
the ability of now creating stories and now the popularity and now the america right and just
the the west well we've seen like we've seen how web 3 like accelerates viewing metrics like you've
seen like doodles launches a mcdonald's's ad, and it competes with Kai Sinat.
And you see a Godzilla when it launched on the Xbox streaming hub.
It was number three on download.
So if they are looking at Web3 as an accelerant to use as a metric of we are popular, our cartoons are popular,
they're going to be ahead of traditional like anime
that doesn't have that existing community
to prop up the views and stuff.
So I do think they have something cooking.
It's just a matter of them delivering the cartoons
and getting on streaming services
and then using those metrics to go to like Netflix.
And now you're starting to see those anime cartoons
that are on anime chain now on the mainstream.
And then how does that funnel into the collectibles and then the token?
man,
I mean,
I think Pudgy and Izuki probably have the best chances of going mainstream in
the next five to 10 years with kind of the avenues that they're taking.
So Klanos too.
Klanos are taking a good approach.
I would say,
go ahead.
Iceman.
fam,
TDA or stay poor.
Today.
I am at work.
I'm going to make this really quick.
I'm going to keep it on the anime style because we've been talking anime here real quick.
This is something to look out for.
It's on the Somnia network.
I kind of posted about it the other day.
It's Play Valorants.
It's an anime style game, but they're doing PFPs, one of ones.
They have an ambassador program also.
And it looks like if you have their Genesis portal,
you get one ticket to their game, I believe.
So just to keep an eye out on that.
And then also to add to that, if you go to um wearable.fun when you're on
there messing with like mega ether the camp network testnet stuff there's an actual little
section i made a post about it um it says somnia coming soon so this is a pfp collection that's
anime that has a game on somnia something to look out for tinfoil hat here, not financial advice,
of course,
but definitely something to look out for,
especially if it's going to be their first,
anime style,
PFP collection on the Somnia network.
Appreciate you coming up this week,
man,
and dropping alpha,
man.
I really do appreciate any contribution to the space in general.
I think the last things I had was this morning,
about seven hours ago,
Coinbase basically had a line through their Coinbase wallet. TBA line through the Coinbase
wallet, something is happening to be announced. And then about five minutes ago, Coinbase just
changed their PFP to a Pudgy Penguin. So is Coinbase wallet going to be turning into the
AWS wallet? Is Pudgy Peng to be turning into the AWS wallet?
Like is Pudgy Penguins, like what's the correlation here, right?
So I don't know.
I know that Luca has been talking about dropping their wallet and their wallet's already out.
Like is their Coinbase wallet acquiring AWS?
Like I don't know.
But like it looks like something's happening.
They basically promoted that something's happening with a line through their wallet.
And then they just changed their PFfp to a pudgy penguin so makes me feel like whatever luca's building uh could get bought bought
out by coinbase and now maybe the aws wallet is the coinbase wallet so just something to think
about we'll see probably more news and also uh pingu is now live tradable on hyper liquid on spot
so that's big news too good chief no i was just gonna say um aws you mean the abstract
global wallet yeah yeah okay i'm over here i'm like they're buying amazon bro i was so confused
no you're good it's just because literally aws means amazon so i was like oh shit
is it was it ags yeah abstract global wallet agw agw my bad um pinned up to the top i think this is the last piece of
alpha i feel like this is uh kind of under farmed or even underappreciated right now uh there's a
cato leaderboard right for a device called the puff paw uh we've covered it here on the show
we covered it when they launched it is a smoke to earn device right so it's a smoke-to-earn device, right? So it's a deep-in device that sells your data of how
many times you put the pacifier to your mouth and take a hit, right? And eventually they're going to
sell this off to big tobacco, to doctors, etc. Right? It sounds crazy, but the point is to
incentivize you to smoke less. If there's nicotine present in the juice or the pod,
you earn less than if there isn't, right? Ideally, you wean yourself down and eventually you get to
the zero nicotine zone and you're free from smoking. They have claimed that they will have the biggest prize pool for a Kato leaderboard so far, right?
This is something that not a lot of people are paying attention to because it's heavily Barra
chain, right? It started from Barra chain, but they've decided and they're going to go
and utilize the Web2 route a lot more going forward, right? Because they're a physical
device, they go to, they've been to these smoke conferences, the vape conference, right? They have
a new model to where you can attach a, I guess it's a little, I don't know, a little fucking
doohickey or whatever, I don't know, to a regular vape that you buy at the gas station, and you can
doohickey or whatever, I don't know, to your regular vape that you buy at the gas station,
start earning off of that. You no longer have to buy a $500 vape from them. They're coming out with
Genesis 2, well, Gen 2 of these vapes, and the airdrop, right? It's pre-TGE. So, he's claiming
that this airdrop is going to be the biggest airdrop Kato has ever seen. That means that all of Kato, bigger than humanity protocol, bigger than all this shit that we've been seeing everybody brag about.
And the only people talking about this have been Barra natives, right?
The price on secondary for the actual asset has slowly started to climb up as there's been some speculation of needing to own an asset
in order to get some of these yapper rewards. But he cleared up that there will be two different
yapper rewards, one for those that own an asset and one for obviously the regular Cato leaderboard.
So if you're a yapper, if you write threads, if you're looking for an opportunity, if you're a
small fish, right, that's primarily why I'm bringing this up to you, go be a reply guy and go G-puff on all this shit, right, and go learn a little bit about it and earn some free money.
If this is truly what he says, one of the bigger campaigns or prize pools, I think that even if you do a slight bit of work and make your way somewhere on that board,
you'll make yourself a nice little bread, right? Another thing, they've upped their leaderboard allocation instead of the top 100 to the top 1000. Meaning, you don't even have to be in the
top 100 like a regular Cato leaderboard, right? You can just talk about it passively or just
genuinely and make some money
so i think this is an opportunity for you guys i think you're sleeping on it most people that
are involved in bear chain are already doing this um if you're not involved i think this is an
opportunity for you i don't think it's too late and then ultimately you position yourself for the
airdrop and to get a new device right right, comes Gen 2 if you want to,
and if you want to participate and do all that bullshit. Yeah, I saw that. I saw Josh got his
refill of his pods and stuff, so. Yeah, I mean, dude, it's dope. The flavor's great. My wife
loves it. My wife doesn't smoke. I got my barber, who's a big fucking smoker, looks, and he's like,
you're earning money? I'm like, yeah, it's not much but I mean I earned a couple dollars or change and stuff
He's like dude, I want to buy one right now
You know, I got homies that just so it's one of those things that it's a cool novelty item
Right and then ideally you add the ability to buy your refills with the tokens and then you have that deep end flywheel, right?
So I don't know if you don't care for it.
That's cool.
There's still free money on the table by just being a yapper and a G puffer
on motherfuckers posts.
So go G puff,
go talk about vape and flavors and whatnot and earn some free money.
Yeah.
I was looking more into just,
you know,
Pingu.
Obviously I was speculating that the wallet had something to do with the
change.
A lot of people are saying that Pingu is going to be listed on Coinbase,
and that is why Coinbase changed its picture to a Pingu,
which I forgot that it's not listed on there.
So that makes more sense than them acquiring the wallet.
So I'm just trying to connect dots here of what's actually going on.
But Coinbase will definitely do something.
There's also a base announcement on the 16th of some kind of social FI network that they're launching.
That's something to look out for next week.
I don't know what they're actually doing.
Just what we need, more of a social network.
So we have like, we have a lot of money.
Coin everything.
Yeah, lovely.
So that's happening.
And then the last one, we were just talking about Yaps.
This is like the next Laudio fucking thing.
It's backed by Kato and Mitosis.org.
It's about like basically...
Not backed by Kato, using Kato.
Using Kato.
I thought that Kato was following them.
I'd have to look into that some more.
But it's basically trying to unite content creators and liquidity providers.
And they just announced that a snapshot of early access Yarmers will be taken soon.
I don't even think anybody even knew that they had a leaderboard or a snapshot.
So if you talked about it, if you post, I don't know if you talked about it, made a post about it, or if you commented underneath the post, you're included in the snapshot.
But apparently being on these whitelists gives you like, there's like different stages. Like the first stage is like
70% access to the liquidity pool rewards. Like second stage is like 25 and then 10. And then
you can give out one whitelist to people to join the reward structure for the liquidity providing.
And so it's kind of a new way to launch a project. There's a white paper there. It gets super complicated.
I'm not trying to bore you,
but this is kind of the one that you're gonna probably see
like the social fi nerds talk about over the next week
and probably will be pretty hyped.
So if you did do any commenting on them,
I don't actually know what the qualifications
of the snapshot is.
You probably are gonna be eligible
to get into the first project that launches
on kind of the YARM AI launch pad or whoever teams up with them.
So that's a little bit of what I got for you guys. This is the last show of the week. Tomorrow's my
son's birthday. I've got a birthday party planned for him, so I'm going to take the day off. We'll
be back on Tuesday. Shout out to my son. If you're listening to this in the future, love you. Do this
all for you. I'll leave it here for Chief. I guys will see you in the Foundry this weekend,
and I'll talk to you guys on Tuesday.
Appreciate everybody.
Man, hold up.
I'm out of breath, bro.
It's okay.
It took a hit right before the end of the show, bro.
You couldn't wait to the end of the show, though?
Yeah, it was the end of the show hit,
but you ended too soon.
Appreciate everybody for coming out to the tda man appreciate
you guys for riding with us all week those that come up those that contribute um not only does
it make the time go by but it allows us to learn from you guys and um focus on different sectors
that we aren't in or aren't familiar with right stage is always open. We do this Tuesday through Saturday. Time has changed a little bit, but it's 11 till about 12, 1230 Central. Tomorrow, there will be no show. It's every other Saturday we alternate.
thread there's a thread that goes out at the end of the show it covers everything that we talked
about everything that's been pinned up to the top use it as a recap when you're doing your own
research it's tda or stay poor we'll catch you guys in the foundry and see you guys next week
be safe and have a good one
