THE DAILY ALPHA 🐂📈

Recorded: Jan. 11, 2024 Duration: 2:29:30
Space Recording

Full Transcription

Yo, what up?
Coming out from the main account.
What's up?
What's up?
I'm getting coffee and I'm waiting for...
I'm about to get coffee, but this shit lags, bro.
Like, it won't even pop up that we're in the space and that I've invited myself to co-host.
It literally takes like five minutes.
Yeah, we've got the purple.
I guess it's a purple button, orange button for me.
We're not getting the bubble today.
So, it looks like spaces are messing up on this side.
But, oh, man.
It's been a great day so far.
I guess it wasn't priced in.
I don't know what's going on.
But, yeah, kind of the first day of getting used to the stock marketing opening and shit going berserk for Bitcoin.
So, I saw that.
I think we're up.
We hit around $48K.
I think we retraced a little bit.
I think we went to $49K and retraced a little bit.
Yeah, we have $49K.
I think it was like $2.3 billion within like the first 10 minutes we're injected in.
Well, do you think this is definitely the start of the bull market?
Now, it's...
I mean, my whole thing is it's like I feel more comfortable now diversifying a little bit more heavily rather than sitting all in like BTC or something like that.
Like, you know, very little exposure to everything else.
Dude, my ENS bags, though, that shit ran 50% last night.
Yeah, the ETH ecosystem.
Like, I guess.
I don't know.
I mean, I've been kind of talking about how this space is so forward thinking that once the BTFs approved or BTF, the Bitcoin ETFs approved.
Maybe we can just shorten it and call it a BTF that the ETH trade will be the next trade.
And then when we had the fake announcement, I told you once the market tells you what it wants to do, believe it the first time.
And we saw after it was denied and it was the fake news thing the day before that ETH ran.
And I'm like, guys, yesterday I sat here and I told you ETH ecosystem play.
Look at what's, you know, I converted the chart to BTC and what's running ahead of BTC.
And it was the Arbitrum, it was the ENSs, it was the layer twos, it was optimism.
So that was definitely a good play yesterday.
But now everything's up 10%.
So I don't think it's just like the ETH ecosystem was kind of the trade yesterday, but everything's going up.
You got bulk up 30%, you got just, it's going crazy, meme coins on other chains.
It's, this is what a bull market feels like.
If this is your first one, I'm sure it's not.
You wake up and there's 10% days every day, you know, like 10% up, 10% up.
Like you rarely see like these red, these red days.
But yeah, it's kind of confirming that we kind of start this bull market.
And this is what I was saying, like, why would you sell?
I was like, I was like, I want more vehicles.
I want more tokens.
Like, this is this, like, why would I want to sell right before we have some of the biggest inflows of capital in this space in the history?
So, I mean, kind of looking at it, I forget, I think there was like, who was it?
People are rumored that BlackRock had $2 billion waiting on the side to inflow into the market.
And today we're getting like millions of dollars traded on these ETFs already.
There was already $2 billion, bro.
That's what I was saying.
$2 billion within 10 minutes.
Across all of them.
Across all of them.
Not just BlackRock, but yeah.
If you look at the local bottom of the bear market, we had about $122 billion worth of stablecoins in the market.
If you look a few months later, we were probably around $133 billion.
So that's about $9 billion of new money that came in.
BlackRock is saying that they want to put $2 billion in.
So, like, one third of that, it was sitting on the sidelines.
Like, new capital was about $9 billion in the past year and a half of new capital coming into the space.
BlackRock has $2 billion, one third of that, ready to go.
And then we already have millions of dollars already being traded on the stock market.
I have the thing from CoinDesk up here that kind of breaks down what's going on.
So Spot, Bitcoin ETF's first day of trading volume on CoinDesk.
So Grayscale's GBTC has over, in the first day, and we've just started, has $532 million of traded volume.
We have Invesco Galaxy, the BitTCO has $531.
Fidelity has $481.
Hashtex, $452.
WisdomTree, $447.
BlackRock's is $361.
ARK, $272.
Bitwise, $175.
Valkyrie, $170.
$154 for Franklin, Templeton.
And VanEck has $58 million.
So this is just, we've just started trading maybe, you know, a few hours ago.
We're in the millions.
So, yeah, this is kind of getting euphoric already.
We've just got to kind of get used to it, right?
I'm being the ignorant guy on Instagram, bro, posting over and over, like, yo, I was yelling at clouds for seven months, but look at me now, bitch.
Yeah, I think we have to, like, kind of convert ourselves into, like, oh, you know, when we, like, this is what we're getting, like, mass adoption and stuff, right?
And typically when we've seen that in the bear market, we think of, oh, this is the top, this is the top.
Oh, someone's converting to laser eyes.
This has to be the top.
This is, like, we're going to have to get used to this psychologically.
Like, this is when we have new people coming into the space.
Doesn't mean that it's a top.
Maybe it's a local top, but, like, we have a lot more way to go with this.
And new people are going to be coming in.
You're going to get celebrities.
And that's all part of this kind of this play that we're playing, right?
This is all kind of like a game of musical chairs and eventually the music will stop.
But, like, right now it's just the beginning, maybe, which I'm kind of excited about.
So, I mean, we have a lot going on today, right?
And what I like to do, what I'm going to start doing more often is putting this event schedule up at the beginning of the show.
So we can kind of just get that out of the way.
Sometimes I wait too long and the show and stuff's already been minted.
So just to keep you guys updated, we have a few things going on.
We have Knowlish's collection going live today.
We have Shadow Hats going live today.
We have Sotheby's Orinals auction going live today.
We have Gabe Weiss doing some today.
We have Beans launching their, like, collectibles today.
So, and this mayhem thing.
I don't know what this is, but this is on Magic Eden.
It's on Solana for .25.
It's a utility building project coming to the depths of maniacs that gather around building some cool shit.
The mint price is .25.
But, yeah, we have a bunch of stuff going on today.
I guess the one, what do you think the Knowlish one's probably the most bullish one for you, Chief, looking at it?
Yeah, dude.
But, I mean, I'm not going to say that this pump came at the wrong time.
I'm not going to say that the pump came at the wrong time, but I think that the pump came at the wrong time, bro.
Because, I mean, Shadowhats was a lot of liquid, right, to participate and all that.
I mean, the auction will probably sell out roughly around the top.
I mean, we saw people injecting 4.5 Bitcoin on NodeMonks, right?
And so the idea of throwing, you know, Bitcoin in there and your max bid is .2.
So you're going to get a good amount of raffle entries, so to speak.
And there's only 600.
You can only get 600 of the first top .2 bids that get access into the raffle for the sub-1k shadow.
So people are going to go full send because they want that sub-1k shadow,
knowing that they'll get a full refund back if it settles underneath.
So it's not really a fear.
But I also think that you now, because of the pump, you're really making this into a whales game.
Like a smaller fish would have been like, yeah, I'm willing to risk it or still get a shadow
and kind of do the auction and lock up a little bit of capital.
But now with BTC moving the way it is, small fish is like, I'd rather just stay out of this completely and hold my BTC.
Big fish still going to play because big fish is like, this wasn't going to really fade me.
I had planned to allocate this amount of Bitcoin in a sense, right?
So I don't know.
You're still going to see Brissy, all that kind of the OGs, Ordinal Punk OGs, and the heavy Ordinal Cabal, so to speak, right?
The capital.
I think that that's still going to flow, but it is going to be a little bit harder to get normal participants, so to speak.
Wait, wait, what charts are you guys looking at? Because to me, it looks like Bitcoin is selling.
We're talking about a mint, bro.
Yeah, I know, but you're saying like, since Bitcoin is pumping, people are priced out, but Bitcoin is not pumping.
No, but it's the idea that it's now going to go parabolic.
And we saw like God candles and we hit like 49 instantly kind of thing.
So it's like, you're right.
It's not immediate, but there are a lot of people I know that are just sitting there waiting to see what happens.
And therefore, you even see it on the Ordinal side.
A lot of the Ordinals are being liquidated right now because people are preferring to hold actual BTC in hopes of some type of God pump.
So that's why I just say that not necessarily I don't like using the word extraction, but I guess you would say collection of Bitcoin right now is it was already hard to get Bitcoin out of Bitcoin Maxi's hands beforehand.
And specific people beforehand.
And now with this kind of news being so close together, I think it makes it harder.
I mean, how how do people value parent and child inscriptions and stuff is kind of interesting to hear, because like with node monkeys, you know what you're getting, you're getting a sub hundred K collection shadow hats.
I think there's a I forget how many there is.
There's 10 of the shadow hats.
10 shadow hats or sub one K.
And then they all connect to the six six six collection through parent child.
I know, but like how like a point to for like a lot of people are going to do the point to and full Senate for the chance to enter the raffle to get the 10 shadow hats.
But like after people lose out and only a few people get the wind, the shadow, shadow hats, like how will the collection before will it dump?
Because do people really value parent and child descriptions that like a million inscriptions to 3 million inscriptions?
Are they just there to try to get those shadow hats and then move on to the next thing?
It's going to be interesting.
I don't know.
Like, have we had something similar like this, where the parent and child inscriptions have held value like for very long?
I mean, they will value, but not to where they have like this crazy premium.
No, no, no.
That's what I was to say.
Yeah, they hold value, but it's not necessarily that you would say it's that much more of a premium.
It's something that your average collector, let's just say you're talking to someone who doesn't know ordinals and you say, hey, I have a sub one K and their brain, they're going to understand that.
And then you're like, no, well, I have a 1 million inscription, but it links back to a sub one K who's actually the parent.
So technically, you know, like that'll be cool to someone who's ordinal native or can understand and they'll be like, oh, what collection?
Let me get a little more info.
Like, but in conversation and just a base level kind of understanding, it's going to go over most people's heads, at least for now.
I mean, if you look a sub hundred, sub 1000, I think the floor is around 0.6 or 0.7 Bitcoin.
So, I mean that like, if you do get a shadow hat for 0.2, that's a 0.5 to 0.6 profit.
So like, I could see this people full sending it at 0.2 just for the chance.
But like, my fear is that this stuff's going to dump after we've got to finally get the results of the raffle and like someone's going to spend 0.2.
People are going to start dumping.
I didn't win.
And then that's where I see the floor price like kind of dropping pretty quickly.
And maybe, you know, I don't know where it lands, but it's, I don't know.
It's, I think it's a pretty, it's a pretty risky.
Oh, well, we need an ordinals are dead phase, bro.
Like, that's what a lot of people aren't understanding is all this new money that came in and was like, BTC is great.
Let's pump puppets.
Let's pump, no, whatever, pump, whatever are, you know, this new influx of participants.
You have to kind of, it's a rite of passage to go through that ordinals are dead phase.
Everyone has to fade it.
There's that extended actual accumulation of artifacts that you like, artifacts that have some type of provenance, like relevance to Bitcoin, ordinal theory, et cetera.
You know, and then it's just cycles.
So I've been kind of saying this for a while.
It's most people right now are just PVP versus new money.
A lot of the older ordinal people had most of their bags packed.
They're, you know, sell one, buy one here or there, but kind of just sitting on the sideline waiting till the carnage sells.
So I'm fully expecting an ordinals are dead coming up.
And then, you know, full send when having comes and ruin talk and all that shit.
So give us the breakdown on knowledge thing today.
You think that maybe it would be a better, a better thing to focus on?
I mean, that's, I don't, I don't know.
I mean, knowledge is knowledge as a whole, I would say is a good and a solid bet.
But right now, I mean, I'm waiting to see the dust.
So I'm not focusing on any ordinal projects.
I'm kind of just trying to stay liquid.
Because like I said, there's going to be a quote, unquote, ordinals of debt phase coming up with this speculation of BTC godsend.
You literally see it in the charts right now.
Almost all the collections are down 10%.
So I'm personally not deploying any liquid into anything right now.
I'm going to probably cop it in a week or two, like being real.
So I'm going to fade knowledge is dropped right now and cop it on secondary.
Like at this point, I'm not locking up any BTC major in a mint if I don't have an immediate EV.
Really quick.
I don't think we get the godsend.
I'm calling it.
I mean, yeah, me either, dude.
I don't think it's coming.
Yeah, I know.
So this fear that's going on, I think if we could switch our mindset, like what you're saying,
I feel like most of the market is thinking.
You've been super bearish.
You've been saying it's all priced in.
No, it's not being bearish.
It's being.
You're just trying to prove your point, bro.
No, I'm not.
No, I'm trying to change the sentence.
You just want to.
You want to put your ego out there and be the smartest person in the fucking room.
No, relax, dude.
No, relax.
Yes, it is.
No, it's not, dude.
I'm looking at the chart.
And you're like, I don't see any way a God candle could happen.
You, Farouk, and all you fake news guys.
Oh, I'm Farouk now.
Hold on a second.
Calm down a second.
Because you guys are saying it.
I'm wrong.
It's not a sell the news event.
Meanwhile, every news event has sold off.
So what are you talking about?
The last news event was the ETF going live.
That's a news event.
Look, it just sold off.
So if anyone followed Farouk and you guys, we got liquidated.
So what God's title you're looking at when all the ETFs are dumping.
I mean, it's like an IPO, right?
You're trying to get us all in on public so you could dump on our face.
It's not going to happen.
So what I'm saying is.
We literally said yesterday, the day before, we literally said like, we're going to trade
I said it.
It's recorded.
I don't know.
I feel like we've all said.
I'm not talking about you.
I'm not talking about you.
He attacked me saying, I just want to be right or whatever.
No, I'm just.
No, I don't.
What is this?
It's not about me being right.
It's about the.
Well, how does this correlate to what we were saying with the, with the ordinals and stuff?
Because you're saying, you're, you're saying that we should be afraid because a big, a
God candle of Bitcoin could happen.
No, no, no.
We don't want to get into this stuff, but when we're really supposed to be getting in
when everyone's afraid.
Did you, are you not listening to the same space, bro?
I said, I'm waiting to deploy capital as people are scared.
I'm not meant to.
I heard what you said.
I'm deploying capital.
No, you're saying that.
I heard what you said.
You're saying you, you don't, you don't want to lock up your BTC in fear that Bitcoin
No, I'm saying that that's the general consensus of people.
And I'm sitting on the sideline with my BTC ready to deploy.
I'm just not minting shit.
That's all I'm saying.
I understand.
But I'm saying, right.
But what I'm saying is like, if there's no action right now, like the puppets or whatever,
that's probably the time that you may want to get in.
And then before, when you really find out that there is no Bitcoin God candle coming, then
it's going to be too late.
Because then everyone.
Well, yes and no.
But the money that came in right now into Bitcoin isn't people that are ordinal natives that want
to stick around with puppets because they love puppets.
The money that flowed in right now was attention money from, in a sense, not to be cliche, but,
you know, the cabals all speaking about how ordinals are cool.
And so the idea of them weathering the storm the same way that 90% of the previous participants
had, I think are slim to none.
Is there going to be a percentage that write it out?
Yeah, of course.
Some of them really like the culture, really like the experience, really like the onboarding,
the BTC as a whole.
I agree on that.
But I do feel like because we had so many new participants, they're not going to stick
around for the blood.
And that's what I'm waiting to buy.
I'm waiting for them to say, like, hey, well, this BTC shit really isn't what it is.
You know, BTC is going up.
Why the fuck am I holding an ordinal?
And that's that kind of capitulation that I feel like is going to go on in this next week.
And all I'm kind of saying is, like, we may be able to front run that capitulation if
we just look at the charts and look at what's really happening.
That's why I'm like, I'm not scared.
That is selling off.
Just keep your bags ready.
I'm not talking about you personally.
I'm just saying that, like, all I was trying to get at was that maybe we could look forward
and say, you know, this may be the time to think to be contrarian about this.
When everyone thinks that Bitcoin is going to send, this is probably where you want to,
you know, think about the opposite way.
Because from what everything looks like to me, it's all selling off.
Yeah, you got Ethan Arb and you got all those secondary, like, code plays running.
So those betas have been good.
I am going to post a chart and then we'll say what's up to some of the people that came
This is just a thought it was really interesting.
It's a basically a Bitcoin monetary inflation chart.
Based off of since it started and how active it actually is and moves with trend lines.
And if you kind of fast forward towards the end of the video itself, you'll see that.
I mean, the base, more or less, regardless of its up and downs, is pretty much in the middle.
It's pretty stable overall when you look at Bitcoin's life cycle as a whole rather than individualized
cycles or individualized years.
So, yeah, man.
Cool little chart that they kind of built up and cooked up and has some interesting graph metrics.
So it's literally a straight line in terms of, quote unquote, volatility over time.
So definitely not a bad, you know, what the maxis call it, store of value.
So what's up?
I just kind of go around the horn.
What up, Trill?
Crazy morning for sure.
Definitely seeing a little dumper here.
But overall, exciting to see anyone interested in the ETF tickers.
I did post a tweet earlier kind of listing them all if you want to track them.
So just go to my profile.
The other thing I wanted to say is one of our community members got us some spots for the
NFT Go Mint.
I raffled those off, so I'm going to post it in the comments.
I'm going to tag you in the comments.
Thank you for, you know, supporting what Allison's doing.
And all you got to do is retweet.
Make sure you bookmark it as well because that helps the tweet out.
Yeah, you should definitely ask them to send you a screenshot of the fact that they bookmarked.
And if they didn't, if they say the bookmark goes from 25 to 26.
Let me pull it up.
Let me pull it up.
Like, if they don't send you a screenshot verifying the bookmark, you should move on
to the next person.
Y'all turning these dudes into cops, bro.
Just that's free.
It's literally free.
I mean, we did better.
We did better.
We got up to 25.
Yeah, I saw it this morning.
No, we did.
I mean, and on that note, too.
I mean, I'm up to 41 names.
I'll reach out probably by the end of the day.
And in the end of the show, I'll finish out the count for the Runex boxes.
And then I'll figure out probably a Google form to get everybody inside the discord and
then get you guys all the code.
So, yeah, I'm already at like 41 people more or less just through engagement, posts,
retweets, likes and all that shit.
So appreciate you guys that do.
You guys that don't, you should stare at yourself in the mirror and figure out why
you're a baby back bitch.
The hashlings yesterday, bro.
People that participated in the community and retweeted stuff got up the whitelist for
hashlings yesterday, which was, and it's in four to five X.
Like engaging.
Nice two X.
I mean, but we did get like eight people mint from the TDA out of 300.
Like that's a really good percentage.
And this was last minute.
Like we were getting those spots on Saturday, got those people in the same day and, and they,
they were able to mint.
And so I know we're seeing a pullback on, on ordinals today, but either way, I mean,
hashlings is, is, is going to be a good project and I'm excited for it.
I was able to mint one.
So I'm hype.
Um, and I know, I think like six other people got some too.
So shout out to chief and shout out to Bongo.
I know he's busy, but, um, just getting us in there.
What's up, Miyagi?
GM, GM, everyone.
Uh, emotional, emotional 24 hours, man.
I'm not gonna lie.
I kind of got drunk last night.
It was shilling Bitcoin at the bar.
Um, it was a, it was a good night.
Um, I don't really have to, oh shit.
I just got my phone.
I'm still feeling it.
Um, I don't have too much alpha, but I do have some diving.
I was doing, I was, I was feeling emotional.
I was scrolling on, uh, or that IO last night, just looking at what we, what, what is the
degenerates have been doing.
Um, and I found three wallets that have some pretty, pretty cool stuff on it.
Uh, so I pinned it to the top.
I'm not going to like tweet and screenshot the art, right?
Cause then everybody else is going to get the alpha.
Uh, so the top wallet, so pretty much all the wallets just have really dope art on unique
stats and don't have any identifiable attachments to them.
So I thought it was just something to keep in your back pocket.
You could like, you know, upvote, you know, ordinals and then have them on your list and
stuff like that.
So I would just keep these projects and these art pieces in the back of your head, uh, in
the back of your mind, because they're definitely somebody's cooking.
Somebody's cooking with these three.
You have like full animated gifts that somebody has been working on for over 50 days.
You have a 252 art collection.
That's all on, uh, Sakamoto sats.
And then, uh, there's one more there.
So yeah, definitely, definitely check those out.
But yeah, guys, ETF is crazy.
I think, you know, the double down on the thesis that I was saying yesterday,
I really think we, you know, it's trade sideways.
I see this pull back and then going into the having in the summertime, it's going to be
ordinal summer 2.0.
Um, you know, so definitely put pack your bag accordingly.
Dude, I called my dad and I was like, Hey, you know that I've been yelling at clouds for
three years and I like quit my job and did everything to sit in front of a computer.
I was like, it actually came true.
Um, so I just wanted to know that you're not crazy and I'm not crazy.
Uh, and then he looked at his phone and he's like, I'm only up 200 bucks.
I'm like, damn, you should have bought more.
Um, but yeah, it's kind of how that worked out.
My girl said the same shit, looked at her phone.
She's like, I've been up 400 forever.
I'm like, well, you're up 480 now.
She's like, okay.
Add more money.
I don't know.
She should have bought dogwood hat instead of Bitcoin.
Um, but yeah, I think I even watched the news yesterday, the local news.
I watched a Fox news.
I watched all the news.
They didn't even bring up the, the, uh, ETF approval.
I don't know if I missed the segment, but I still don't think the noobs or the normies
even know that this even happened.
And so maybe the tonight we finally get like report, bro.
They don't know what it means.
That's the thing.
Like you send here ETF got approved and all that until you say like ETF means that X, Y, Z,
or, or like to where there's a direct connection.
Um, I think it's going to be a little bit harder that even this news, right?
It just seems like we're posting, uh, just Bitcoin charts.
Oh, look, Bitcoin's going up, but people really don't understand the gravity of why it's going
up this time rather than I would say other cycles or other hype when we posted charts before.
So I really feel like that's the biggest issue now.
And maybe the news is going to help, you know, they might do a little segment or, or
Like BlackRock, one of these people are probably going to eventually drop some type of, um,
information as to what the difference is or what, what, you know, what this means.
But for now, I feel like people are hearing it.
They're like, yeah, that's cool.
Going up ETF.
And they're like, I don't know what any of that means, but yeah, let's go.
So that, that, that education aspect is still yet to the coin drop, so to speak, you know?
Yo, I'm sorry to interrupt, but I just realized that I just meant to, you know,
that I just minted, uh, the ordinal misfits on a block, uh, a block 78 sat from January
11th, 2009, dude.
I'm like, my mind is blown that my mind is blown right now.
It's crazy.
Like, what are the odds?
That's one day after the how Finney running Bitcoin shit too.
So that's actually a nice set.
It's today, 15 years ago.
Like, well, I'm like shaking.
I'm like, what are the odds I have?
That's crazy.
Say what's up to flame and meta, and then we'll, we'll get the ball rolling.
So go ahead, flame.
What's up, man?
Got a little alpha for you guys this morning.
Um, I, I can post the tweets if you want.
Uh, one is the, you know, crypto and dead is a big thing that people are, uh, getting.
Foaming at the mouth about, uh, soul drop NFT.
And there is a sub or giveaway that includes like, God, it's gotta be like, it's gotta be
20 or 30 communities.
And I guarantee you if you're an NFT DJ and you hold at least one of these NFTs.
Um, so I would definitely check that out.
It's a massive, massive raffle for whitelist spots for crypto and deads.
And then also, um, bear a chain, which is, uh, is DJN L1 proof of liquidity chain.
That's going to be opening up.
They just, uh, opened up their test net.
Um, and based on past experience with these guys, you know, and having, uh, been in their
communities, they're very active.
They're very DJN.
Um, I would definitely play around with the test net on this one.
It should be, uh, I think it should be fruitful.
Yeah, I have, I have, I was going to talk about that, uh, later in the day.
Uh, I'll pin it up and something up from it too.
Uh, this bear a test net, definitely probably something you guys want to be aware of, right?
Um, here it is.
Um, this is their medium article.
That's a big thread.
I didn't want to do all the reading.
Uh, so I put the medium article in the chat GPT and asked them to summarize it.
And this is what they came up.
So bear a chain announced the launch of its public test net.
RDO revealing a fully EVM compatible L1 built on the Cosmo SDK with proof of liquidity
called POL consensus.
Uh, POL introduces syllable resistance, aligning staking liquidity incentives.
BGT, the staking token can only be earned by providing liquidity to a native D5 primitives.
Valorators control reward rates, directing inflation across the ecosystem.
Protocols passing government votes can include their smart contracts for BGT rewards.
Attracting more liquidity at lower costs.
Users can earn BGT emissions.
Uh, emissions, stake them and, uh, uh, of influently liquidity, uh, influence liquidity.
Validators play a key role attracting new capital, engaging in governance and diversified revenue stream.
And bear a chain addresses aspects of the blockchain trilemma decentralized security through liquid BGT and scalability as an EVM on Cosmos chain.
The community includes NFT holders projects eagerly anticipate the main lane launch later this year.
So that's everything you need to know.
Like he was saying, you know, you play on the test net, you provide liquidity, you earn rewards.
And those rewards will probably be the token once it's launched and shit.
So new typically with new stuff that has test nets, you, you get like, you go, you, you get some tokens, test net tokens, you play around, you fuck around and you put transactions on the chain and then they reward you with tokens once they go main net.
So that opportunity there for you guys, if you want, you want to get in.
Yeah. Last thing I'll say on that too.
Um, I know the guys in this community, you know, I can't vouch, you can't vouch for anything in crypto because you never know which way it's going to go.
But I will say these guys have been working on this for a really, really long time and they are inventive.
They're NFT floors for bong bears and all the, basically what they did originally was they created an NFT called bong bears.
And they were rebase NFTs.
Essentially.
They're kind of playing off the whole Olympus narrative.
But if you held one bong bear, you got two bond bears and then you got two NFTs for each NFT that you held after that.
And the floors of those NFTs, because that community is so tight.
Um, and there's such a like aggressive bunch of DGens, the floor prices on all of those NFTs that you got just for holding that one are all pretty, are all pretty healthy still.
And, uh, I would imagine that holding one of those NFTs, not financial advice, um, is probably going to help you in that ecosystem.
I didn't even know they had NFTs, so I appreciate you putting that on our, on our radar.
Crypto undeads on the other hand, man, like total hype cycle.
This is what hype looks like.
And we don't even know what the art looks like.
I know it is, uh, from the artists that did what, what, what, what he did some like early art that was before crypto punks or right around crypto punks, forget what it is.
Um, but like, it's going crazy and everybody's, you know, it's, it's the most hype thing I saw.
I heard this morning that, uh, Sirius is alpha group.
Uh, if you burned one of his passes, you could be entered into a raffle to win a crypto undeads whitelist.
Um, so like Wumbo's lie, I think a Wumbo pass is around 0.75.
So people are like even doing it.
And like, do we think this, like a lot of people are saying out of the gate,
this is like above 20 soul for this project that we don't know what the art looks like.
It's basically just an, an old, um, an old artist, um, that's coming to soul.
And it's just like one of the most hype projects there is.
There's everybody's giving out whitelist or twerking for it.
I'm just curious of, do we think this performs is the hype too much?
Typically when hypes is high, I mean, it, it, it never lives up to it.
So I'm like, what, like, are people, would you buy secondary at 20 soul?
If it came out of that bat looking at 40, is this something that like,
you think that it's going to underperform overperform?
It's, you know, it's probably one of the most hype mints in the next week or so.
So we haven't really talked about it that much.
I know it's on soul, but are, is anybody playing this?
If you don't get whitelist, would you want to get in at all?
Like, would you want to wait? Like, is this, I don't know.
I don't know. Absolutely not. Yeah.
I think, I think the thing that, that got released also with all these whitelist spots, which it is a lot.
So if you're one of these like old communities, like just check,
cause you might be able to win one depending on who's entering.
But it did say like the mint price is three soul.
So what they've been doing with all this hype is they did the pre-sale.
And so with the pre-sale was two and a half soul for two, like two mints basically.
Right. So I feel like pre-sale people are going to be the bigger winners on mint day because you're already up.
But I mean, yeah, OTC, like the pre-sales were going for 20 souls.
So I think that's why it's getting thrown around that, that it should be a pretty big mint day.
But it's classic, like 2021, like you don't even know anything about it.
But it does seem like that there is a lot of happenings in the,
in the background with like the alpha colors and the, you know, kind of like those alpha communities.
So I, I got pre-sale through MFers.
So I'm kind of just sitting to see what happens, but I'm definitely looking,
looking to sell some when mint day comes, which it, which I think is next week already the way it's looking.
I mean, do you, do you see it coming out at 20 soul right off the bat?
I don't know, bro, because soul is like, is interesting on the NFT side.
I've never really played.
I was just kind of messing with meme coins over this, this last couple of cycle.
But soul NFT is like those, those MFers just like, gee, like right away.
Like they don't even care.
Like they're good with like a one soul profit.
So I'll be interested to see.
I think it is cool that they're bringing the ETH communities over and maybe that's why.
Cause it's not just people just like selling for a one and a half soul profit.
So it is like apes and like every single community on the East side, like wreck guy,
Kaiju Kings, like D gods, like everyone gets whitelist and they all got pre-sale too.
So, um, it's a good mix of community.
So I think it'll be interesting to see, but 20 souls crazy.
Like that's, um, I, we haven't seen, I've never seen that.
Like was that mad lads was the last one to do that.
So, um, yeah, well, it'll be, it'll be pretty hype if it is though.
I haven't seen this much hype since mad lads on soul, uh, for a project.
So I don't know, man, I'm not saying not, I'm not telling anybody what to do in this space.
Like more FUD, the better, right?
Like people telling you not to do something.
Typically just reverse engineer that and just do the opposite.
Um, but this one, like, I don't know what to do.
Like, I feel like, like it comes out of 20 solar, but it's like, Oh, it's the top souls are jeters.
And then this motherfucker goes to 40.
And you're like, damn, man, I thought this was a cheating community.
I don't, I have like a, I don't know, man.
I really don't know how to, how to go towards this one, bro.
I saw people.
I really don't know.
I hopped in a soul shitter just to see, you know, I saw everybody making money on soul shitters.
You got people throwing in 96 cents, fam.
96 cents on a token.
I don't know what you're doing with 96 cents on a token.
Like, uh, yeah, I was baffled.
Now that's the kind of fucking trading that we're doing.
Like we joke flipping for burgers, but dude, holy shit.
Even if you, you know what I'm saying?
10 X that 96 cents, you're still short of a combo.
Like life is tough.
But what if you thousand X?
You can go to McDonald's.
How often do you thousand X on soul, bro?
Before anyone else thousand X before you.
It's just like, you've got a lot of information on this.
Like once we see the art, does that cause fun?
Like, I can't believe I spent 20.
So I'm like, there's just a lot of factors that go into floors going up and going down.
That could happen in this one.
Like, you know, people are like, who's like the founder just took this much money from a minute.
And like, look at the art.
Like, I don't know what's going to happen with this.
I know it's really hard to predict this one.
But they definitely hyped.
Like it's definitely going to get everybody talking on the timeline.
There's going to be spaces about it.
The top influencers are going to be tweeting about it.
So it definitely will get the attention.
And typically with the tension drives floor price, no matter if it's good or bad news.
So if it comes out of 20 soul right off the bat, I think it will be a slight dump for people that, you know, are in profit by like 20, 30 X or whatever.
But ultimately, like, this could be kind of the next, the next in line to take the kind of blue chip status that I hate that word.
But like, maybe the next like, okay, bears are the next clean of swords are be not I don't think it ever passes mad lads.
But maybe this is the next NFT project and ecosystem actually has people changing profile pictures and people build the community around it.
So, I mean, I don't know if 20 souls is fun or 20 souls is a great buying opportunity, but I'm going to be interested to see how this one turns out.
Everybody's talking about it.
Everybody's giving whitelist.
Everybody's twerking for it.
People are selling pre-sale for 20 souls.
So it's definitely getting a lot of people's interest.
And that typically means like we're undressed.
Like when people are selling whitelist for 20, like for me, I had art gobblers whitelist and people were offering me two to three each.
And I was like, damn, that's a pretty good deal.
But once it minted and it was instantly at 12, I'm like, I would be stupid to take three.
So typically when you see 20 trading on whitelist or trading on whitelist for four, it's typically low ball offers.
So that makes me think that possibly this can open up even higher, maybe 30 or 40.
But it's absolutely nuts how what's going on in the space.
And now we're getting into bull territory.
We're going to see some crazy on that note, people are just going to know the crazy.
Now, you know, we always talk about you can tell when the bull is starting to hear and you get new participants when the screenshots start.
So screenshot number one really kind of set you on the vibes to grind harder and use your brain.
Nice little leverage play on BTC and UT USDT 10x 10x leverage 360 comes out with 16 million dollars from this play.
So GGs to trading Lord and a chat ass move.
And this is how it starts, bro.
People start seeing shit like this and the ball starts rolling.
And, you know, oh, I want to participate or I want to learn and I want to buy some crypto.
And so that's how a lot of us back in 21 seeing celebrities, seeing people post on the timeline on Instagram on shit, just regular Internet and mainstream media.
Right. So this is the kind of stuff that attracts people.
So cool to see such a big ass fucking win, too.
Oh, yeah, that's that's huge.
That's a huge fucking win.
And all you motherfuckers and be posting the same stuff in a year from now.
Trust me, everybody in here.
Y'all going to make some fucking maybe not life changing money, but you guys are going to make some you guys gonna make some money this year.
I guarantee you that.
Let's go to Meta.
Say what's up to Papa Digi.
We didn't see him last night.
He passed out on us and then we'll get going with some more outfits.
Go ahead, Meta.
What's up, my guy?
What's up?
Happy New Year.
I think I haven't been on in this new year.
I'll be honest with you all.
I mean, I do have some alpha.
Maybe I'll share it later.
But I was feeling some type of way down there in the audience and seeing all the community eating on these white lists and shit.
Am I a lurker now?
Am I like transitioned from being a contributor to a lurker?
Because I'm not feeling the love anymore.
How are we supposed to give you white lists if we don't see your face?
No, I know.
But I mean, I'm just being real for anyone feeling some type of way that you're right.
You contribute.
No, no, no.
But it's not just for you, Meta.
It's not just for you.
It's for anyone.
We have contributors.
But not saying when they fall off.
But if you don't come around, then how do we remember or when Trill's looking to remember to allocate?
And that's really what it is.
I'll tell you.
I'll tell you, man.
And I'll be honest with you.
It's been like hectic with the new year.
You know, wife is just, you know.
Bro, it's just been hell, man.
You know, I love to come up here and talk shit and pretend like I know something that people don't.
But my wife has been just holding me down, bro.
Like straight up ball and chainsaw.
Man, what's the alpha that you have?
Get into force.
Get into force.
No, chill out, bro.
That's not.
Yo, love your wife, man.
Isotopes is one that's kind of interesting that I've been looking at for collab managers and early alpha hunters.
Maybe I'll post it up later.
Basically, they built a bot.
And the bot kind of like has its own algorithm and sniffs out basically things.
You know how people post stuff like when there's like 5,000 followers and everybody's like, oh, we're early.
Bro, this thing be sniffing them out when they're like 70 followers, bro.
And I think for collab managers and everyone else that's like looking at alpha, I think this is an amazing tool.
Do you like feed it certain people to kind of follow or something like that?
Like how does it gauge what to pin you guys on?
I'm not actually sure how the metrics works.
I'm trying to figure out like, you know how we have a collab manager in TDA.
I'm trying to get him access and maybe a few of you guys access.
And then you try it out.
And I feel like, bro, people have been cooking with this thing, man.
Catching things early.
The earlier you are, the better spots you get.
So I'm going to try to like write it up tomorrow and maybe post it.
I don't know.
Maybe for tomorrow.
I got that.
But for today, shadow hats, bro.
I had somebody like a few months ago trying to sell me one of those crystals.
They were going for like one use or something in the in the shot in the Forgotten Moves marketplace.
And they do get a free claim, right?
I thought they didn't get a free claim, but apparently it's a free claim.
So I'm thinking maybe throw 21 at this, bro.
Like 21 should be good.
I'm going to give it a shot, bro.
Yeah, I mean, that's the thing, too.
I think that there's still a chance for those participants that if you're going to do it in the auction, you know,
I would do a little bit more on the higher end, right, of your stack, just if you can kind of afford that,
because it's a fair Dutch auction.
So whatever it settles at, if it settles lower, you will get a refund for it.
It's not how NodeMonks was where they'll double you up or something like that.
And all of that money is, in a sense, kind of tied up and gone.
So, you know, I would I'm looking at the raffle.
I think in reality, a lot of people are going to go for that goaded 0.2 bid,
which means you bid 0.2 and you're in the first 600.
You have to hit both of those metrics to be a goaded.
And the goaded are the only ones that will be in a raffle for the sub one K.
So regardless, the shadow is still going to have a little bit of hype.
I mean, I'm going to be looking more or less on secondary to kind of scoop one up.
Maybe some of these people that had these assets don't really care for them when they get to the Bitcoin side or something like that.
So trying to play that play. But just to kind of double down also on what you said about finding these projects early.
I mean, finding, throwing noties on and kind of just, you know, monitoring is good.
But in reality, closed mouths don't get fed. Right.
Right. So, I mean, what what damage will you do if you slide in the DMs, if you show that you're an early supporter, if you reach out?
Probably none. I mean, the worst thing that they can tell you is no. Right.
So I would just shoot my shot with all these early finds, too.
I mean, it's about putting in the work of being hungry.
I mean, being hungry and showing up to the restaurant doesn't do anything for you. Right.
You got to go inside to satisfy that hunger. So don't stop you guys yourself short because you're scared to be embarrassed of a DM or anything like ring ring.
You know, I'm going to try again and I'm going to try again because at the end of the day, it's for you.
So on that note, whenever the box comes up or if you share that, you know, just for anyone that's going to use it, it doesn't just help by finding things.
You got to also reach out and, you know, try to solidify yourself the opportunity.
100 percent. Papa Digi's up here before I get to him.
The Age of Dino Mint was yesterday, which I thought was the biggest play.
I have a little thread here from Vader going over what happened with it.
So I just want to read it and then I'll throw it to Papa because we were in the DMs talking about it yesterday.
So Age of Dino raised from Exterio Games, which is the company behind Overlord.
So Age of Dino raised $5.7 million from their NFT Mint.
NFTs were sold at $0.59 each, $1.4K per piece yesterday.
And the floor price, as of the post, was trading at $1.1 ETH, which is about $2.9K.
Participants were offered a bid, a price between $0.2 and $0.59.
And the price cap sealed the bid option where the top $4K bidders would acquire the NFT.
Everyone bid $0.59 and the items were sold out in minutes.
Feared vs. Greed Index for NFTs, free mint, extreme fear, low fixed price fear, sealed bid auction, neutral, Dutch auction greed, sealed bid auction greed, high fixed price extreme greed.
No project wants to end up in the situation where the NFT Mint doesn't sell out.
They would rather leave money on the table at the end of the PR fiasco of not selling out.
Despite having a successful Mint the last month, with Overworld and Karna and Xteria decided to play it safe and have a price range for their Mint just in case it didn't sell out.
Xteria is successful applied number two for Overworld and number three for Age of Dino.
I expect the upcoming Mints in 224 to apply number four, five and six, which were Dutch auction sealed bid auctions and high fixed Dutch auctions.
Xerio NFT Foundry Liquidity Engine is working well.
And so far, congrats to Jeremy Horn for that.
So that's what happened with Age of Dino yesterday.
I want to throw the Papa Digi.
Did you ever did you get in?
You're telling me to put bids in around point two.
It looked like it sold out at point five nine instantly.
So what's up, Papa Digi?
I fucking cooked the fuck out of that bitch.
I got two of them.
And then I took a ETH and put it in five wallets and sent point two ETH in on each.
Going to get my refund on all of that and get an airdrop on every single wallet.
Cook Central, baby.
I'm up like eighteen hundred two grand today.
There we go.
There we go.
Do you think this do you think this is do you have background on the game?
Is the game going to go live?
There's obviously going to be some kind of token around it.
Like, do you have any more like background behind Age of Dino?
The only thing I really knew about it was it was hyped.
A lot of the ETH Web 3 influencers were talking about it and Xerio Games is backing it.
So you got any more information on this game?
Like when the game's coming out, when the TGE is going to be announced?
Anything like that?
I have no clue on that.
I know that the founder of Age of Dino is also the co-founder of Xerio.
So when I saw that, I knew it was going to cook.
And then when Binance was posting, like I think it was in December, they were like, what's the most hype project right now?
And they had Age of Dino like NFT on their on their retweet page.
And then the next big mint that everybody needs to try to get whitelist for through there is going to be Palio.
And they're heavily backed by Binance as well.
That's going to be a fat cook.
So anything backed by Binance Labs pretty much guarantees that the token is going to be on Binance.
I think Age of Dino and Ober will both be on it just because Binance is also an investor of Xerio as well on their launch pad.
That's right.
That is right.
So, yeah, that was a cook yesterday.
I didn't get involved.
Your boy is missing opportunities driving this truck.
But I'll get off of it soon enough and try to participate more.
I tried to get on the Hashlings thing, but it was not working on my mobile.
So, fuck that up.
And then this one, I had some Easter Pair it around.
I could definitely play it around.
But I was just kind of busy doing my job.
I'm glad people in the community won.
And I'm glad that we could inform some people on this yesterday.
If you did not know about it and you knew about it and you participated, you could be up like Papa Digi.
So, that was dope.
You got anything else, Papa Digi, Alpha-wise?
Anything on your radar?
Anything you're looking at today?
I'm looking to get back into...
I sold my...
What is it?
The fucking...
Sanford Tokyo.
I made like a little quick flip on that.
And I'm waiting to probably try to get back in on a Tier 2 pass, like a collection offer.
Because as soon as that...
I know that...
I think their PFP mint is going to be this month, probably at the end of the month.
And as soon as they start getting the marketing going, I think that shit's going to rip probably to...
Tier 1, I think, will probably go 1.5 to like 1.7.
And I think those Tier 2s will get up to like 2 to 2.4.
The Tier 3s were selling, I think, for 4 or 5 ETH the other day.
Yeah, the tiers.
They're on their PFP and their tokens.
So, yeah, like the tiers are going to play a huge role on probably the rarity of your PFP and shit.
So, if you are interested in that, we can talk about Sanford Tokyo forever.
So, it's nothing new to anybody in this space, but it's definitely a bullish project.
And with the whole anime thing and the Web3 Foundation thing that's coming out with possibly linking all these anime projects to Sanford Tokyo,
I definitely think it has a bullish narrative going into the middle of the year.
I think it's going to be like a community airdrop.
And I think that Oni Forest will 100% probably get an allocation of that coin.
Because they're already doing figurines and shit in their little like a weeb shop or whatever.
Oh, that's right.
So, that's the Daily Papa Digi.
If you're looking at anything during the show, please come up here.
Raise your hand.
Wave your hand at me if you're time sensitive.
You always got good plays.
And I stopped fading you a long time ago.
You've proven yourself to me.
So, appreciate you for coming up here and talking with us.
I wish you would have came up yesterday and give us the bull rant before Age of Dino.
I was pretty much the only one talking about it, just reading off a thread.
So, yeah, I got to come up here more often, bro, and give us the Daily Daily.
And yesterday, there was something going on.
I posted up from Jake.
Over $1 million in NAT volume on Ordinal's wallet within the first 24 hours.
NAT is the first fungible token on Bitcoin with an inflationary supply and an emission schedule.
It could be seen as the first smart contract on Bitcoin.
So, it presents a new block prints the following.
One bitmap equals $150.
$450 NAT equals $50.
He says, I predict in the next three months we may see this at $500 to $1k worth of tokens minted per block.
This creates additional MEV on chain to mint these new blocks, Game Theory, on chain.
So, what do we know about NAT?
Well, NAT's based off of data inside the block.
So, the block has a bunch of, I'm not going to say arbitrary data, but in a sense it's arbitrary data that they've associated with specific metrics, variables, etc. to create a token.
So, the same way that bitmaps was based off of overall blocks as a whole, this is based off of the data inside those blocks.
So, basically, one step deeper than bitmaps.
I posted up something to the top, dude, that people think that we're joking and stuff like that when we did that video of the Asians minting BRC 20s.
Well, here's a video of basically a whole squad of, it looks like, 10 MFers chain smoking cigarettes and selling and buying NAT.
Like, going hard in the paint, men, women, cigarettes, tiny apartment in Asia, NAT on the screen.
So, these are the people that are dumping on your head and that you're PVPing with, but I will also tell you, if these people are involved, right, if they're the kind to where, you know, you're seeing these, this interest from grown and established individuals, adults, so to speak, right, it's not DGEN sitting around bullshitting, I would pay a little bit more attention, right?
Because this is one room out of probably the hundreds of thousands that are going on over there right now for BRC 20s, 420s, BRC 100s, all the bullshit, right?
So, I thought that that video was fucking wild and we're not joking, it is grannies and old MFers dumping on your head.
What do you, why is Ordinal's Wallet the only place you can get this?
Why would we not be able to inscribe this on Unisat?
Like, when I go into Ordinal's Wallet, I actually have to put DMT-NAT to even see this.
Like, what's going on here?
Why is it being so complicated?
Like, why is this not a typical BRC 20?
From my knowledge, it's on the TRACK protocol and it's not fully indexed on all the marketplaces and Ord.io is the first one.
I mean, they're working on getting it indexed in other places.
Yeah, Ordinal's Wallet is always the first mover when it comes to new meta protocols or anything like that.
Reigns is pretty much on top of that shit, him and Elon Moist.
And it's like, Miyagi was saying that it is, that's the only place where you can trade TRACK and TRACK assets like PIPE and all that kind of stuff.
So that is the only marketplace. It's not a regular BRC 20 that you inscribe or anything like that.
It's a little bit different because it uses a completely different protocol.
And they're the only ones that are supporting that ecosystem and protocol so far.
And shit, that protocol even lost the the poll or whatever to get added to experts.
Right. People chose to add CRBCs first rather than add TRACK, PIPE and that whole ecosystem to be indexed and to be available.
So it's kind of split. Right. It doesn't seem like us this side of the world, the West, so to speak, is really interested in these new token meta protocols or anything like that.
And it seems like the East is only interested in new token standards, new meta protocols and kind of more so the in and out simplicity of things rather than the digital artifact complexity, so to speak.
I just want to add, Chief, beautifully said, by the way, the way that I found this post is I have a Chinese Chinese or Mandarin.
I don't know the specific like like setting, but I have that language open on my Twitter.
So that's like and then I follow certain people who like, for instance, like Jake, the Zekman from the Inc team, like there's a couple of people who are like, you know, cross contaminate with the Asian communities.
And if you have your Asian languages open, you'll kind of get videos like I got on my feed where it's like, I don't know what the words are, but I know that they're chain smoking cigarettes, buying shit coins on Bitcoin.
So it's kind of cool to get exposure on your timeline like that.
Yeah. And this broke Ordinal's wallet. People are getting failed transactions.
It was going crazy. So those are the kind of coins.
Those are the kind of coins you want to, you know, tail and you want to ride the wave with those.
So I definitely think that I need to get some exposure to this at some point at some time.
Maybe there's a retracement. Maybe it's a little bit easier to buy, but definitely things do well.
The fact that it has kind of like integration with bitmap, the Chinese community likes it.
It's kind of like a, like a kind of a, like a correlating, a correlating kind of token with the whole bitmap theory.
And I just, I, I, the fact that there was such demand and it was breaking the chain just makes me more bullish.
So definitely want to keep this in mind and we'll definitely do more updates on that as the time goes on.
Cause I definitely think it could be the next maybe sass or some shit like we're definitely new to this stuff.
We've got to keep you guys updated and informed. So we're going to move on a little bit.
We're going to start to Bongo and then go back to flame and then we'll move on to some other shit.
Let's go ahead, Bongo.
Yo, it's present.
Having heard from the Dogecoin narrative and everything that was happening on that ecosystem, how's that going?
Um, uh, that's a good, that's a good point.
I think what we're kind of seeing right now was a bit of a cool off, but now everything's pumping.
But the one, the one project that is steadily gaining more and more momentum is this Franck cartel.
Uh, I brought, I first started talking about it when it was first, uh, minted on the, and was trading on Doge market.
It was around, uh, 74 Doge, which is like seven bucks.
Um, it went all the way up to about 200 and then settled around 170.
It's about 300 Doge right now.
So it's hitting an all time high.
It's original art.
Uh, so it's showing massive strength while the chain and the ecosystems kind of taking a breather.
So definitely Frank front cartel is something I'm super bullish about.
Um, just by original art, it's not a derivative.
It's showing massive strength during the downtrend.
I definitely think this is going to be a competitor, uh, to the, the mini doges.
Um, I know those are sitting at like 200, $200, but this, this one's going to, this one's going to come up and compete with it.
I already flipped, uh, a lot of the collections that have been there for three months.
And it's only been, uh, with total volume.
So definitely from cartel, if you are interested in Doge, I think it's a safe bet that this one's here to stay.
Um, but I guess today you have, uh, barks fucking NFT, which I'm not going to participate in.
I'll watch it, but I definitely think we need a catalyst for Doge.
Uh, but I think we're starting to get what I believe is going to happen.
We're starting to get the ETH influencers and the normies in the ordinals.
They're starting to slowly come over.
Eventually it'll be crowded over here.
Stuff will be breaking.
Stats for V bytes will go up.
People are going to want a solution similar to what they do with ETH.
Once you get, you know, high gas prices on ETH, people are like, okay, let's go to layer twos.
Maybe stacks is that.
But I definitely think Dogecoin, once this Bitcoin ordinals narrative starts taking off,
when you get more and more people over and it gets crowded and fees go up.
That's where I think the Dogecoin, uh, ordinals narrative starts popping off.
So we're, we're, we're, we're in, we're in the beginning stages of that.
And, uh, we're starting to get the ordinal influencers over here and it's starting to be crowded.
So right now, probably not a bad time to buy, but, uh, yeah, I mean, the ecosystem is still new, but, uh, yeah, there's, you know,
barks projects minting today and front cartels looking nice and doji, uh, the coin, I think it's about $52 million again.
So what's the main price for barge project and the supply?
Uh, I don't know, bro.
I haven't really been paying attention to it personally.
I mean, you can go into a space and ask him.
It's probably like free or some shit.
Keep blowing me.
What are you doing?
You said it twice, bro.
What are you doing, man?
I have to keep people informed of what's going on in the space.
Even if I don't like the people or do like the people I didn't, I said, I'm not participating.
So I can tell you how I feel about it.
Espresso is a little too nice.
That guy's a rugging piece of shit.
Don't participate in fucking rug.
Everybody who does.
Like there's a bunch of new motherfuckers that don't know who these fucking cocksuckers are.
They have a whole new audience of new people.
Bark, bark, bark, bark, bark.
That's fine.
He's not Baltimore, Tout.
Come on now.
We can say the name.
I don't give a fuck, bro.
I said Bark, Books, and Alex are rugging cocksuckers, bro.
You think I give a fuck, Bongo?
I literally have zero fucks left to give.
They're fucking scamming, rugging cocksuckers.
So full disclosure, if you're going to participate in rugging scammers fucking mint, make sure you know
that they rugged and scammed.
They're probably going to rug you or fucking psyop you in some capacity or another.
Full disclosure for all you new motherfuckers here.
Do you guys want me to fucking spell out their fucking ads too while I'm at it, Bongo?
Like, what's going on here?
You are promoting them.
Now they're going to go out and see if it's true, and they're going to get touched.
It's not that big of a deal.
Really, it isn't.
You guys are big boys and girls.
You guys make your own decisions.
I'm not telling you to get...
I'm not going to be the one that says...
I'm a guy that's like, you do you.
You go, boy.
Like, that's what I'm saying right now.
If you want to participate, you participate.
I'm not participating.
I'm not participating.
That should tell you everything.
I'm bullish on those.
I'm not participating.
So, I'm not trying to tell people how to make money.
The last thing I want to do is convince you of doing something and then you lose out
an opportunity.
So, you do you.
You're an adult.
You take the opportunity.
You push the buttons.
Fair, fair, fair, fair.
You're reporting.
You're basically reporting on the news, but I'm the asshole that's going to come up
and tell you that they're pieces of shit, bro.
That's why you have people like me.
I rely on you.
I rely on you to keep everybody up to date on the drama.
I love you, brother.
Hey, just remember, just remember when you meant this later that I need you to hear
Expresso's voice in your head.
You go, boy.
You know what I'm saying?
Like, as soon as you hit commit, you hear that.
You go, boy.
Like, you did a good fucking job.
Yeah, you did a great job.
You go, boy.
But, yeah, let's go over to the flame and then we'll get into some more news.
There is a NFT that's going to be revealed on Magic Eden today, and I think it's going
to do numbers.
So, we'll talk about that next.
But, flame, go ahead, brother.
What's on your mind?
First of all, apologies for not saying TDA or stay poor because it's definitely a real
One more little piece of alpha hats.
The artist that you guys dropped the alpha on recently just put out his sixth video yesterday.
So, if you watch all six videos, you can get that password, and the white paper's out.
So, and it'll only be up for a limited time, so I just want to let people know about that.
I've been following and watching the videos, and the sixth video really breaks down what
this whole project is, and it looks super freaking dope.
It's 50 ordinals tied to 50 pieces of street art that's going to be installed around London,
and they're all going to be NFA chipped.
Nobody's ever really done anything, or NFC chipped, sorry.
Nobody's ever really done anything like this before.
And I really like his ethos and his attitude, and I'm reading through the white paper.
It looks cool.
So, I'd check that out.
Yeah, he took a lot of inspiration from Invader.
I don't know if you guys know, but that's the original Inscriber of the World.
Go check out his pieces.
They're dope just to get informed on who he is and how his art movement started.
It's very similar to Banksy's, but you'll go around the world and you'll see tiles, right?
They almost look like Galaga, the little ghost from Galaga or something like that, or different tile installations on buildings on the side of walls and stuff like that.
And that's kind of Invader's call sign, right?
And so, something really cool, and Hats mentioned, you know, a little bit of inspiration from that.
And, I mean, his project, dude, we heard about it probably about two or three months ago when he first started working on it.
And he vanished, has been cooking ever since.
So, I'm excited to see where it ends up.
I knew about this, and I'm glad you brought it to my attention because I forgot about it.
But something that we got pretty much everybody in the TDA, this is our next come up.
And similar to Bitmaps, where we sat here and we basically helped the whole community inscribe under, you know, 10K.
And a lot of people make money on Bitmaps.
And then when Bitmaps blows up, you're like, oh, those are the motherfuckers that told us about it, right?
With Node Monkeys, I don't think we get the credit.
We've been talking about Node Monkeys since June.
We're telling you guys should get involved.
I know that it's now like the hot thing, but we were telling you motherfuckers that this was a whales game.
I think this is our next come up is Cyborg Punks.
We've got a lot of you motherfuckers in the Discord.
A lot of you motherfuckers were getting these OTC and had to do the kind of the whole redoing the whole ordinal thing in the very beginning where you had to be in Discord.
You had to send them money and then trust them that they send your ordinals.
Well, Cyborg Punks announced three hours ago, just a few hours left until our market launch ready for a whole new sales experience.
Instructions will be sent via Twitter and Discord how to list channel.
Let them know.
So, Cyborg Punks, which is the first 10K unique collectible characters stored on the CBRC20 original meta protocol.
You'll be able to buy these on Magic Eden probably by the end of the day.
And I think these will age nicely.
And you guys will probably, in a month or two, be associating the TDA on how you made this play and even knew about it personally.
And everybody's like, oh, it's a punk derivative.
What do punk derivatives do?
Every punk derivative on every chain is valuable.
Even this morning in an Ethereum subscription, 168.
An Ethereum subscription punk sold for one each, $2,000.
So, you guys need to, I know it's a punk derivative and you're like, oh my god, this is ridiculous.
But like, this is the first on a protocol, on a meta protocol.
I mean, we just had the whole Nats thing where the Chinese go crazy for new shit on new chains.
Do you not think that they're going to be extremely bullish on the first 10K collection on CBRC20?
I think they will.
So, if you did, if you were able to get inside the Discord, you were able to get your punks.
The time has come where this is now being flushed out to the public.
And it's going to be trading on Magic Eden by the end of the day.
And we'll see how this ages.
And I'm pretty bullish this is going to age very nicely for the TDA.
And I hope the people that did participate that this can help grow your stack a little bit in a few months once this kind of matures a little bit.
And this ecosystem matures a little bit.
So, Miyagi, you got in.
How many people do we think we got to get in on this, Chief?
You're pretty crucial.
You and Trilla are pretty crucial in getting people informed on this and getting people inside the Discord.
How many people do you think in the TDA actually got a cyborg punk from, like, you informing them about this?
Probably $15, $20?
Is that too high?
No, I mean, I think that's about right.
They're $30 a piece.
So, anything over $30 is a win.
I mean, depends on what you're shooting for.
But just be realistic with the margins and what you paid for it.
$30, anything over that, it's a doubt.
Oh, you're telling them to sell over $30?
I'm telling you to be realistic in to where the EV of whether you're positive or not is anything above $30, you're in the green.
Not whether you need to sell or not, but just a reminder that the price was only $30.
It will never be $30 ever again.
So, what do you think?
These probably start out out probably 2 to 3x the floor.
So, in my opinion.
So, we'll see how it goes.
They're going live today.
But just wanted to keep you guys updated.
Pinning something up to the top.
I was just saying, it's probably the influx of, like, CBRC20s.
We'll probably start seeing these, like, this stuff.
Atomicals and stuff starting to be traded on Magic Eden starting in the next month or so.
Wouldn't you think?
Maybe not Atomicals.
But, yeah.
I think that CBRC, like, they're slowly starting to roll them out.
But, yeah.
So, I think it's just going to be in waves, you know?
I'm interested to see.
They haven't added BRC20s back on Magic Eden.
I know they gave up on that shit a while back.
I wonder if they're ever going to bring that back or if they're going to stick to being exclusively for digital artifacts.
So, I'm really interested in how they're going to roll out this whole support system for Bitcoin and whether or not they're going to make it.
Why did they take BRC20s off?
Was it just, like, an indexing issue or that people are losing too much money?
Like, what was the reason they did that?
Because I know you can still buy, like, rare sats and stuff.
It's just indexing because they all had to run individual indexers and it wasn't registering when people would sell.
So, it allowed you to sell the same pack again.
And so, people were basically, like, money glitch.
You can just go and relist the same pack of BRC20s over and over and you're receiving funds.
But, when it came time to call for the transfer inscription, there was nothing there.
So, they had issues.
It was deep-packed for a while.
And then they just said, fuck it.
Gotcha, gotcha.
Yeah, penciled it up to the top.
It's just we've been following and kind of witnessing the birth of this.
Not really the birth, but I guess the influx, right?
Of people coming to the gaming sphere, right?
The play-to-earn, the Web3 gaming narrative.
So, I pinned up a chart by whale.mocha, right?
It's not swoosh anymore.
Of just all the new mints that have recently occurred and established projects.
The majority of these are gaming projects.
Some of the blue chips from last season or last cycle.
And just the differences in 90-day ROI, right?
Of whether or not if you were just kind of bag-holding these and deciding, hey, I'm going to ride this to the bottom or the top.
The potential that you lost in just 90 days of holding said asset, right?
So, it's kind of surprising, dude.
If you were holding a Basie, you're down 7%.
If you're holding a Macy, you're down 8%.
If you're holding a D-God, you're down 14%.
At Moonbird, you're down 14%.
Other deeds are down 24%.
If you're a gutter cat.
If you bought that on that acquisition news, I'm sorry.
You're down 56%.
You're down 56%.
And then now since that whole implosion of the Dow slash the transition aspect that's going on, they're down 73% in the last 90 days.
On the other hand, you have ROI of new mints that came out.
The LE worlds up 9,600%.
Overworld up 1100%.
Matrix up 560%.
So, we're seeing these new mints outperform the established quote unquote blue chips.
Not only that, but even capital rotating away from the established blue chips into not necessarily new and shiny objects, but new narratives with either old objects or, you know, expansions of collections.
So, I thought this was an interesting metric for us to just kind of stay aware of where money is kind of flowing.
And what we thought were blue chips, stable coins, and kind of how that's been over the last 90 days and their returns, so.
Yeah, it's kind of the green, the green ones.
What do you think people are interested?
What do you think the narrative is here?
Is it tokens attached to NFTs?
Skyboard Nexus gyms?
Going to have a token.
Going to have a token.
Mochaverse?
Going to have a token.
Matari Genesis?
Going to have a token.
Blockchain Games?
Going to have a token.
Going to have a token.
Going to have a token.
Imaginary?
Going to have a token.
Going to have a token.
What do you think the fucking narrative is?
It's fucking tokens.
If you're going to give free money to people, those are the NFTs that are going to go up in price.
What are the old ones?
What are the old narratives?
The ones that already rewarded their holders are all down fucking horrendously.
Already rewarded holders.
Treat you like a consumer.
Was a reward for the fucking D gods.
They've already rewarded.
Basie's already rewarded.
Macy was a reward from Basie.
Open pep additions.
Like diluting.
What do you think the narrative is?
Try to find the stuff that hasn't rewarded yet and FOMO into it.
That's what the narrative is.
The new mints.
The LE37 world's top one has a token.
Overworld token.
Those are the projects you should be searching out for.
If the NFT isn't going to reward you, you should pass on it.
That's why we're here.
You're trying to invest in scams and Ponzi schemes.
I know it sounds crazy, but that's what you got to think.
This whole space is built on an incentive program.
Blockchain technology.
Bitcoin was built on an incentive program.
That's what people expect in this space to incentivize me for participating.
If you don't incentivize, you're losing the ethos of how crypto was started.
So like find those projects that haven't rewarded their consumers yet and invest in those.
That's that's kind of that's kind of like the theory.
That's kind of like the only thing you need to worry about.
So that's kind of how I feel about it.
I guess ordinals would be something different because you're really just playing on community and art and that narrative.
But a lot of the ETH and Solana stuff, you're I mean, you can hold it for like short term pumps and stuff like that.
But if there is no roadmap, if there is no token, it's probably just going to be just a phase and a flash in a pan until the next shiny object comes out rewarding people and promising life changing wealth.
So, yeah, just be aware of what the narrative is like.
Here's numbers proving what the narrative is.
Just invest wisely.
That's all I got to say.
We got English up here.
What's up, English?
Good morning.
Good morning.
How you been?
Are you going to get involved with Shadowhats today?
What's your how?
Yo, yo, yo.
Yeah, I don't know.
I kind of want to, but I think it might sell that at point two.
And if that happens, it's not probably a good thing.
Yeah, that's what I said.
I mean, I'm not deploying capital in the minutes.
I'm probably just on the sidelines for blood in the streets and the ordinals are dead.
And, you know, people that are FOMOing because they think that they can 2x instantly rather than ordinal enjoyers, so to speak.
So not not to say there's no profit.
But in my opinion, I feel like you have a chance to get better margins and a better, you know, risk and reward if you just wait for secondary.
Yeah, I would agree.
I mean, I'll preface it with saying I like the Shadowhats.
Had you asked me three months ago, what am I looking forward to?
I'd say Node Monkeys, Taproot Wizards and Shadowhats.
Like, although that's obviously on the end of that list.
But really, the thing is people didn't, a lot of people missed the Node Monkey.
So there's no Monkey FOMO.
There's the chance of getting the sub one K that's probably worth somewhere between two to three BTC.
And you can only be entered into that raffle if you do point to yada, yada, yada.
I'm a big believer in comps.
I use comps.
Frogs has my comp and it flipped it and then retraced whatever.
But it's still pretty much running parallel.
The closest comp I could come up with is Little Peepos.
I know they're on oncoming stats, but I don't think the market includes that in the price.
It's a 420 collection.
This is 660, 666.
When Inscribe Pepe's released, it was about two BTC for the Jenny collection.
That's around where I priced the Jenny collection of these shadows.
You can never do one to one comps, but that's my comp.
So that puts this maybe with a little bit of market, you know, like fervor and like a new shiny object syndrome, roughly like a point one.
So being the fact.
So if I'm putting that price comp at point one, so it's a forty four hundred dollar premium to be in a raffle.
Now, the only thing I would say is keep an eye on the block.
If you only see 20 bids at point two and it's nearing end, maybe it's worth a shot, right?
You have a one in twenty chance.
If you're somebody that really likes Forgotten Ruins, you don't mind holding for the next year.
You don't know how it could go.
If you enjoy the actual collection, you're not trying to.
And this is probably somebody that has over one BTC liquid and is really into ordinal.
So I just think there's very few people that it makes sense to, you know, toss in point two off the rip.
If you're a little bit more of a DJ and want to get the numbers on your side, if you see one hundred, two hundred, three hundred, then, you know, like maybe it's not worth it.
If you see under 50, maybe it's, you know, shoot your shot.
So that's the only alpha that I would give and what I'm looking at.
Other than that, my gut says to stay out.
Maybe I FOMO.
Who knows?
That BTC is burning a hole in your pocket.
I'm just joking.
I don't hear a lot of people.
I guess it's just because Trevor is such a board influencer.
He hosts his own show and has such a strong community that no one really talks about the ninjas as like a hyped upcoming project.
But they announced some stuff yesterday that their mitt will be on the 16th on Magic Eden.
It will be a total of fifteen hundred at 10 a.m. Eastern, the top of thousand allow list guarantee spots.
And then at 12 p.m. Eastern, you have the top three thousand wait lists.
And at 1 p.m. Eastern, you have the full wait list.
All signups on Ninja Alerts website.
And then 2 p.m. Eastern, you have public sale.
And then after sell out the community Twitter space.
So the price will be point zero three BTC.
The final snapshot will be this Friday at 9 p.m. Eastern.
Winners should check manually one by one.
Disqualified account spots will be moved after the snapshot.
So that's kind of the details.
I got pre-sale reservation claims at 10 a.m. Eastern.
Pay the remaining point one for another website.
Seven days to claim any unclaimed will be refunded and held in the Treasury.
Full list of snapshot winners for the top a thousand and top three thousand be posted in the discord pizza party.
A white list winners will be posted in the discord before the snapshot.
So how do we feel about this point oh three Bitcoin?
I mean, that's that's what node monkey sold out about you.
What flame?
What do you think?
I mean, I guess I'll throw it the flame to tease.
Then I'll throw it to you, English.
But how do we think this goes?
I'm interested to see, you know, what the secondary market play is.
But, you know, after talking to Trevor for a while about it, a lot of people, you know, they're really getting into this project are doing it for the IP and they're doing it to see what kind of value Trevor is going to deliver.
As far as holders and what they can do with the PFP.
And I'm assuming, you know, there's going to be some access to alpha.
Once everything gets all solidified, they'll crack open an alpha channel and people start posting alpha in there.
I know that people who have already been holders, including myself, there's been some DM chats that have fired up on Twitter that have definitely made some people some money already.
So the community is getting really tight knit.
I trust Trevor, but I do think this is one of those plays initially that you get involved with because you want to be part of the project.
As far as speculative flipping, hard to say.
But I do know that Trevor and Boozy and the artist and Swayze, you know, all the artists that were involved, everybody that put their time as far as developing this from a coding standpoint, they're all going super hard into the paint on this one.
So I can't really get financial advice on this one, but I do trust that every effort to deliver value on every possible imaginable way is definitely being attempted.
I mean, you've got an 88 page get book that just dropped and, you know, the SENS emulator that's part of the NFT.
Obviously, that's not a reason to spend $1,400 on a PFP, but, you know, it is an interesting play.
I like the whole video game preservation aspect of that.
You know, I think he is really trying to be super conscious about just trying to deliver as much value as he can with this thing.
So that's my two cents.
I've been a fan of TO ever since the Ornals craze started to blow up.
And the more I've learned about him, the more I've gotten to know about him, the more I trust him and the more I appreciate his attitude and his integrity.
So that's my.
Is this no longer about tools?
Is this has it transitioned into a full IP play now and it's no longer building out like the Ninja Alert tools or.
Oh, my bad. Yeah.
I mean, also, Ninja Alerts as a tool, you get access to that.
So there's that component as well.
I just haven't been, you know, hardcore flipping NFTs.
So I haven't been dealing with the tool that much, but it's a great tool.
I mean, that was originally the play.
Like I got the Ninja Alerts lifetime pass NFT a long time ago and have been checking out the tool.
It's a great tool.
So it's also a good play for that as well.
I mean, there's just so much that I think he's trying to pack into this thing.
It's hard to keep track of all of it.
But, yeah, that's part of it.
I think it kind of hits and I'll get to you right now.
Just wanted to say, when I look at projects beforehand, I look at the founder.
Is he present?
Does he host spaces?
Does he hold the audience?
And Trevor qualifies for that.
Does he have a community already built around him pre-hand, pre-launch?
He already has people rocking the NFT.
So like for me, it might not be like this.
Oh, crazy parabolic run.
But for long term success, he has all those earmarks for something that probably is not going to be a rug up in price over time.
And so if you are investing 0.03 and you win, I think it's a safe bet that, you know, maybe you might lose, get a haircut, maybe go down to 0.02.
But like over time, this time next year, I think it's above mint and Trevor's going to be here.
Similar to like my analysis on the Bodogos.
Yeah, the Bodogos minted.
It was hiked for a few days and it retraced.
We're sitting at one sole.
And then we basically came to the clues.
You're like, easy is not leaving.
People are rocking these profile pictures just a matter of time.
And yeah, it took five to six months, but they went to an all time high.
And this is kind of the same kind of analysis I'm putting on this one.
So definitely think it's a safe bet.
NFTs are not safe, but I think if you're looking at a longer time horizon, I think this price goes up slowly over time.
And I'll throw it to you, Meta, and then we'll throw it to English.
Go ahead, Meta.
Yeah, so I think good points were made by Flame.
I think Trevor is a thought leader in Ordinals.
I mean, think about it this way.
When everything was dead, right?
Who was talking?
I mean, TDA was always talking about Ordinals, right?
Even in the depths of the bear.
But he was around, Leonidas and him, they always had that show.
He went and did the BTC Frontier Fund, which is like, you know, uplifting developers in the Ordinals space.
And I've kind of seen Chris Coffey as well, which is part of the project.
He's built a whole coffee company using the Ninja, like IP, right?
And so this is the way I see it.
I see it as it's more of a utility play, an IP play than straight art play, right?
When we're seeing NodeMux, NodeMux is just straight art, right?
Like it's just vibes and straight art.
That's it.
And I think Trevor is going, you know, high quality images as well.
I think he's got like some crazy pixels, like the way they're rendered, the way he thought out, like the image, the colors was very well thought out.
I think we saw in Chief, even I think in this space, we kind of saw how he was picking those color palettes and stuff.
So you can tell that this man has been doing his research and looking at it really carefully.
There's the tools on the other side, there's the IP.
So I think it's completely different in Ordinal's, right?
I think he's attacking it from a different angle and he's resonating to a different group of people in Ordinal's.
Obviously, if you're an Ordinal Maxi, you're all in.
But it's more than just an image, right?
It's almost like it's a community at the same time.
The community has utilities and he's also empowering you to use the IP for your ventures or whatever you want to do.
Right. And he's empowering people to do it through the IP.
And I think I think it will do well.
I know that a few people had a few things like not so nice things to say.
I'm not going to name who they are, but they have nice things to say when we saw the price initially.
But overall, I think there's a strong community.
I think it will do well.
Yeah, I don't know if I have that much to add after you went Espresso because that was my comp too.
Bodogos like this is the way I look at it.
I just look at comps. I don't really get into it.
Like I have my own personal feelings about it and I probably will skip that portion of it just for whatever reasons.
I'll just keep it more like analysis.
And every time I see somebody that's kind of like that has their own community, that's the easy play.
That's the Bodogos.
It's a 10K collection.
It's quite different.
But in my mind, that has like a one ETH like cap.
Like that's like if things get really, really, really hot.
And so you're looking at 0.5 ETH.
I use ETH because I come from ETH and I think a lot of people just are easier to price things in ETH just because it's been around longer.
So you're really selling this at market value.
So if you're the type of person that you're priced out of OMB, node monkeys, maybe tap wizards, I think that's the same thing with like Solana.
You might be priced out of like Tensorians or Mad Lads.
I think the majority of people, not everybody.
I'm sure there's people that don't mind rocking a Bodogos even though they own the other stuff because they have more fun or I don't know, whatever.
But the point is that you're never going to get to that caliber.
So once you understand the ceiling of it, does it make a return?
But if you vibe with it, like it seems that, you know, Flame does and quite a few people like you go into spaces.
I check out spaces and it's not just Trevor spaces that rocks like the Pizza Ninjas.
So if you want a PFP that's a little bit more respected or like not as volatile as, let's say, like the puppets.
The puppets.
Yeah, they're really cool.
They're degen.
People are having a blast.
But who knows if they're around in six months, if they're still cool.
Maybe people laugh at them, you know?
So if you want like a cool PFP, they look all right.
If that makes sense to you.
Yeah, sure.
I do think they retrace a little bit and is a slow cook over time.
And it's really dependent on Trevor's reputation and his, you know, building and stuff.
At 0.03, I think they're, personally, I think they're a little bit overpriced.
And you might see a little bit of initial run up if there's some sweeps, a small collection, 1500.
But the same way that, like, hashlings, like, started off at 0.08, you know, dipped down to 0.035 and then ran to 0.06 before taking back.
I think you'll see a little bit of that and slowly took over time.
So, basically, I'm aligned with you in terms of the comp.
Hey, I will throw this out there that I don't know if anyone's saying it.
Don't get caught up in a pissing contest between two grown men and end up with a piss all over your face because you decided to stand in the middle.
And what I mean by that, understand what's also going on in the grander scheme of things.
I guess in this we'd call the macro with just the unsaid spoken battles that are going on between the Ordfluencers, Rak Toshi, founder of Node Monks, all this.
So, definitely not as a word of caution, but more so as a word of awareness.
Right. To just be in the know that there are things going on in the background that aren't necessarily fully public that could potentially affect you as a participant if you choose to get involved with this.
What things are we not?
I'm not getting involved.
I'm keeping out of this stuff.
It's just another level of.
Another level of drama.
Right. When you got when you're dealing with these.
Ordinal influencers, people are early to something.
They have like this entitlement, man.
Ridiculous.
You got to snap out of it, but it's depressing sometimes like there are levels of drama, not just on Twitter, but like even.
Between like people that are early to ordinals and shit.
So, it's definitely definitely interesting to keep tabs on it.
Click. I haven't even said what's up to you.
You haven't spoken one word.
Are you okay, bro?
You got anything for us?
Just wanted to make sure you're good and you're here.
Any engagement for me?
That's why I was kind of figured.
Chief, you got something for us.
I'm going to pin something up to the top.
Play Ember.
The game that is the next quote unquote, you know, token gaming meta that everyone's been kind of twerking for on the timeline.
Just released how many assets will actually be there and only 2,750.
So, sure seems like they're going to, you know, have a lot of daily active users with only 2,050, 2,700 NFTs.
But, hey, maybe you start small and then you scale up as a game.
I don't know.
It just seems a little tiny for, you know, gaming assets and a gaming ecosystem.
So, we'll see how that plays out.
I mean, it seems like a flipper's paradise, right?
And if you have whitelist, GG's because they just made it to where you 2x to get.
But, in terms of long term, I don't really see how this really plays out into making a game sustainable or, you know, expansion.
Do you have, like, some anxiety with the name Ember?
I don't know if you're going to remember the rug project that was called Ember that had the same heads as this that got footed out.
That was going to be launched by the Frosties team.
But when they got sued by the SEC, everybody figured out that they were behind it and the project was, like, the most hyped whitelist.
And it went to zero because the team basically runged Frosties and got arrested.
This is the exact same name with the exact same art as Ember back in, like, 2022, 2021.
Do we think this is, like, an attempt from these guys to act like they're launching a game but, like, rug us?
I don't know, bro.
I have anxiety with the name Ember in this art from past experiences on Ethereum in 2022, bro.
I don't even think anybody even remembers that.
Am I the only one out to lunch here?
Yeah, I think so.
The only thing I remember with this art is Spitfire.
Those little flame heads that you used to collect when you wear big-ass jeans and, you know, try to go be a skateboard kid.
Damn, Meta changed his profile picture midstream to a fucking ninja.
So, Meta, what's up, bro?
Yeah, your hand up.
But, yeah.
So this is my ninja.
You know, I've been keeping it under wraps.
But, yeah.
Why not, bro?
I love me some Trevor, bro.
I love me some Ordnance.
So with the Play Ember, I will say this.
When I was writing a thread on Play Ember, I remember it being very, very, very difficult to get anything except metrics from like that radar.
And I don't know how a supply could be that low when you're talking about you have 120 million downloads.
Like, I don't know how they're going about this.
Maybe they think the demand is really high and they're playing it accordingly.
I'm not really sure.
But I did write a thread.
I can maybe.
Yeah, yeah.
Go ahead and pin it up to the top just so if anyone is interested, this is the next quote unquote like hype gaming, man.
So, once again, these metrics are good for you if you plan on participating or you want the opportunity.
It's maybe not good in terms of long run like, hey, play Ember champion for life.
But any information that we can give people to participate.
I mean, this seems like a decent flip.
Meta, is there, is it, is it VC invested?
Like, I don't know much about this game other than everybody's talking about it, right?
I haven't done my research.
I would like if you're building a game, I would like to know if it's VC invested.
That gives you kind of like a head start since you don't have to raise money through the NFT to build a game.
So you're probably ready to build or you're already continued to build.
And where's the game?
When is the game?
What kind of game?
Like, do you have that kind of information for us?
Because I'm just trying to figure out what's going to be the first, like, pixel mine of this fucking eek of this bull run.
Like, we're getting into the bull run.
We're going to get scammed.
Everybody's going to be deceived by something in a game.
Like, people promising games have been notorious rugs since 2021.
So I'm just trying to figure out, is this going to be the very first one that everybody's like, I spent fucking three Bitcoin on it or three ETH on it.
And then they had nothing.
The artwork was shit.
Like, I'm just trying to understand this and why it's so hyped.
So do you have any information on the game or VC or anything?
I'll be honest with you.
I've been writing so many threads and they're all jumbled up.
But I do know that the ones I go after are usually ones that are VC invested, right?
And I can't say 100%, but I would say it is.
I think the play here is they're betting on the founder the same way they were betting on the founder.
And what was that?
The one that reached 2.7.
I think it's the same kind of like play where they're betting on the founder because the founder has done like big things before.
And I think that's the main play.
And I think that's the main play.
It does have an interesting, I think the most interesting part is that there's Bitcoin integration on it.
So they have something about incorporating with the Lightning Network into new mobile games.
So you'll be able to earn Bitcoin while playing, which is different.
And I think everyone is on it because one, it's one of the most active and downloaded games on Dapp Radar.
And two, it's the play on the founders and what they've done in the past, which is like scale big games.
And, you know, we've heard the same story over and over again.
But, yeah, if you do get away this, I think it's true.
Well, good to know.
Good to know.
If you had that post pinned up for us, you can get a better deep dive and read it.
Chain Virus.
We've been keeping people updated so far on how it works.
His open edition will drop later on in the day.
Fully on Change is Glitch Generative Art Bitcoin Base.
It's his first piece on Bitcoin.
So check it out up top.
It's 44 bucks per inscription or per mint.
So it is a open edition that's open for 48 hours.
So something to keep in mind.
There is no real rush.
Just keep it on your watching radar for either when mempool gets low or whatever it is that you want to participate.
Or maybe see how many you get inscribed total.
And then decide if you want to participate or not based on final count.
He likes the gamified too.
So there could be more to this than just an open edition.
Just throwing it out there.
I'll look to buy one today.
And let's see how it rolls.
Real quick.
Just breaking news.
Vanguard blocks clients from buying Bitcoin ETFs on their platform.
Says that they do not agree with Bitcoin philosophies.
And therefore will not be allowing Bitcoin to be bought or sold on their platform.
Did you hear, did you see Gary Gensler's post yesterday?
It was like one of the.
Oh, the comment.
The statement.
We're approving it.
But like, we're approving it.
But like, I don't agree with this.
It sounds like someone that's like sitting there with a gun gun at their head while they're typing.
Like, man, I it wasn't up to me, man.
Like I'm being pressured and doing this shit.
Like, man, I don't agree.
But yeah, we approve this.
But like, I see.
And I do not agree with.
And he said that he's like, we were pressured, you know, as to why we denied it.
So we had to come back and make a new decision.
But I just want you to know that it's used for drugs, sex trafficking and money laundering.
And we don't approve it.
But you guys can go buy it over here.
Like, all right, cool guy.
I kind of see I kind of see what's going to happen here.
Right. Like they have to continue the narrative that terrorists are using this.
And you've heard Elizabeth Warren basically kind of balloon float or trial balloon float this idea that self custody is going to be illegal in the future.
So how do you get around if self custody is illegal?
How do you get exposure to Bitcoin?
It's through the ETF.
So that's kind of I feel what the next stage is is BlackRock is actually pushing Gary Gensler to be bearish on Bitcoin because they want them to ultimately crack down on self custody.
Where now all the inflows of money come through ETFs and you can't go get it through Coinbase.
So it's just like a competition thing where I think now BlackRock is going to now lobby to get self custody illegal to make more money through their ETFs, where I kind of see this going next.
So go ahead, Cheryl.
A few things.
I'm just going to post it real quick because I have to bounce out of here.
There's a free mint for Saga holders.
It's called Lonefo.
It's like $4.
I just mentioned mine.
And it's like an easy $40 because it's already about to sell out.
So just post it up top if you have a Saga phone.
And if you do have a Saga phone, just follow Saga perks.
Just look that up.
And they'll basically update you with all the stuff that you can get for free on a daily basis.
It's literally like the easiest thing.
I get like 50 bucks every day for random things.
The other thing is, I think, yeah, the purple armies here.
These are going live, I guess, in certain marketplaces already.
So you already talked about it.
But the cyborg punks that we got into looks like you're able to trade already on.
Ordo or Novus.
So I guess look out on the magic eating announcement.
They're at, wait, there's only three of them listed so far.
Floor price is .012.
So cheapest cyborg punk is 550 bucks.
Dude, that's like 60 bucks for three.
That's crazy.
And then last thing, we kind of skipped over this when we were talking about the ninjas.
But the taproot lizard stuff, since we have English up here, just going to post that out there.
It looks like the inscription they were talking about yesterday revealed what the quantum cats are going to look like.
So just wanted to post it up there as well.
I did not see what they look like.
What's it look like?
It looks like a trippy.
For those of you guys that are, I mean, we're around and degenning, go look up Popcat.
These look like Popcats on ETH.
Like identical to Popcats on ETH.
But yeah, English, do you have any info on this cats shit?
Or is this, I'm assuming this is ultimately a separate mint collection, et cetera.
Maybe a companion or, you know, completely isolated from the wizards themselves.
But any info from you guys or for you guys on how to get involved with these?
And engagement farming.
All right.
He doesn't care.
I've removed them.
You get caught engagement farming, slipping on that button.
I removed your ass quicker than, quicker than quick.
Quicker than quick, motherfucker.
So yeah, don't be up here.
If you're, if you gotta go, you gotta go.
Don't be sitting on stage not having that button, that finger on that mute button.
Cause I'll just move your ass.
Last thing in terms of just another major announcement yesterday, helium came out and I know that a lot of us are doing helium farming.
Um, a lot of us are using helium to as a, as a, as a cell phone.
For 20 bucks a month.
It's, you know, you get to farm mobile as well.
So anyway, they came out with the new way to prevent, uh, SIM swaps.
So I don't know if this is going to use their eSIM system or not, but it's, it's supposed to be coming soon.
And it's just, I don't, I mean, I don't really know exactly how it's going to work and how they built in this, uh, kind of security aspect to it.
But yeah, it'll be interesting to see how this works and if this incentivizes more and more people to continually transition over to mobile.
Dude, I set up my helium minor yesterday, my outside one.
That's just pretty easy to do.
I haven't made anything from it yet, but I mean, I made more from home.
Which one do you have?
What's the net?
What's the brand?
I mean, the one directly from the helium.
Oh, it's from helium.
No, no, no, no.
I got the one directly from helium.
I know that there's a, there's a couple of different ones that, yeah.
Like you were saying Bobcat and I think like fly swatter or something like that.
Um, but no, I, I just got the one straight from helium that they're outside minor.
They're selling on eBay for like 900 bucks.
So I bought two, got one listed on eBay and I got one mounted.
Well, how did you mount it?
Like, what do you mean?
You have it in, do you have it like in case?
No, it comes in like a heavy duty ass, like casing.
And even the plug that you do for your ethernet cable.
Cause it has to be an ethernet cable plugged in.
It comes with like waterproof guarding and stuff.
So you, you slip the plug in there and you put all the protection.
So it can withstand all the elements.
We've come a long way, baby.
We've come a long way.
I had to buy all that stuff separately.
That's what a lot of people were saying.
Or when I was looking at Reddit forms and stuff for people like, you need to put it in an outdoor
enclosure box.
And yeah, the methods like taping it to like tiles on the roof and shit.
But yeah, now it comes with even mounting brackets.
So you can mount it on some type of pole.
And it's like literally a industrial heavy duty, like metal box, like 10 metal, like minor, you know, but it's sealed solid steel.
So yeah, that's not, not going to be affected by anything.
You're not making much.
Did you look at the explorer, like in your hexagon, how many people are around you and shit?
I'm the only one.
So, so how does that work is, do you want to be the only one or do you want to be in a, in.
You want to be the only one in your hexagon, but you definitely want to be in an area where
there's a lot of people, right?
Because if the more people inside your hexagon limits your rewards, because ultimately they
want to expand the network.
So if you're gamifying it and keeping it real close to everybody, you're not really trying
to build out the network.
So they want, they want basically one minor in each hexagon to get the full.
So I'm the only minor in my hexagon, but there's no other hexagons close to me for probably another
like 10 miles.
That's not good.
But ultimately it eventually, you know, does it, is it the same way that the phones work
to where as long as it's on it's, it's mapping slash broadcasting signal and you're earning
or is the outside minors a little bit different or like outside and inside minors.
Is that based on actual use?
Like how many people are tapping in and repinging signal off of it, et cetera.
It's a, so I don't know how the mobile works.
I haven't done it, but like from my understanding with that, when I ran my outside minor, it's
just basically how many, cause it's a network.
So you basically make money off other, uh, other minors pinging off your minor and basically
proofing that your minor is running.
So like, it's like a call.
I think it's called like a proof reward where it's like, we just verified that your minor
still running.
We verified it by 300 minors pinging off your minor.
So that's when you get more around you, you get more pings hitting you, verifying that
your minor is running.
That makes a little bit more sense.
So in a sense, just being up and quote unquote, uptown uptime is sufficient.
It's not necessarily for, Hey, I got like 15 people in the direction that I pointed my
outside minor that are using helium.
Like that doesn't really matter.
That's probably a bonus, but not the main metric kind of thing.
You just basically just want to be running it.
And eventually over time, more and more people will come around and then there'll be
more and more people pinging off yours.
And then you'll get more and more rewards until you'd start diminishing your words while
it becomes your hexagon becomes so popular that you have five or six people inside your
And then now you're splitting your rewards with five.
And then is in a way, can you set up multiple, like if I have my outside minor putt
facing one direction?
It's three 60.
So they'll actually, you'll actually, you'll actually be, uh, you'll actually lose rewards.
Like a lot of people try to do that where they'll try to put like four or five minors
inside the house.
And that actually, that's when you'll start getting multiple people in your hex, but they'll
also punish you for doing that.
They'll see you're trying to gamify the system and that's not how you should do it.
You want to like, if you have another minor, maybe find someone that is in an area to ask
them if they, you can host with them and maybe split the profits with them for hosting it.
But the last thing you want to do is have two minors of your own.
That's what I was wondering.
If I face it a different direction, it would be in a different hex.
Okay, cool.
No, it's not about direction.
It's a three 60 kind of thing.
Um, go ahead to you.
You're a minor or you were, I think.
Uh, yeah, I'm doing the mobile.
I was looking into doing the hotspot.
The outdoor is actually really worth it.
If you could get it really high up because the higher it is, the more, the more, you
know, the, the area it could serve basically.
So if you got it on, let's just, let's just say, you know, you're a Texan, you got a hundred
foot pole of your, your, uh, your American flag.
You can put it on top of that pole.
You probably be killing it every day with like 30 bucks in, in minor rewards.
But if you like put on top of your house with like, you know, 20 foot, it would probably
get you, you know, 10 bucks or whatever.
Five bucks.
Cause that's one of the things.
So even ATBI, like an ATBI antenna I put on mine and that, and I had it on the highest
spot and flat as St. Louis.
Like I was making 60 bucks a day.
Um, but like, if you're just going to use the antenna that you give you, uh, and that
kind of shit, you're probably not gonna make as much of a reward, but he's also right.
Like if you, the higher you go, the more broadcasting, you could go in farther distance.
But that it's only limited by the antenna that's installed on your mobile on your hotspot
And you can get a second, a second or different antenna to, to, to add to it, to make sure
you get a stronger signal.
But also, but also the way, the way you do make money is added if, if data travels through
So the more data you're incentivized, the more, more you'll make.
So if you're in like a busy city area and you put it on your like 30 on like the 20th
floor or something, you probably are killing it in like fifth Avenue or something in Manhattan.
There'll be people gamifying them, getting into those air tags and like putting it on
like a flagpole, like a mile away.
And since it's ITO and those air tags are internet of things.
Also your, your helium minor basically will ping off of it, uh, saying, Oh, this is like
a scooter or this is something.
This is something in the fact that your mobile hotspot is now communicating with an ITO device.
Well, so how does it, um, on that note, how are people fucking running ethernet cables?
Cause you need a, like a POE little box for the minor.
So how are you running an ethernet cable to the top of a flagpole or something, dude?
You got to get like a industrial, uh, industrial one.
The ones that are built for outside.
The ones that I bought was like a hundred.
No, no, no.
I get that.
Like it's just a long wire.
That's what I'm trying to say.
Like there's nothing.
Okay, cool.
Cause I have like a crazy, I think a hundred foot, uh, like outside cat six or whatnot.
But I was just wondering if when people do this crazy shit, they just have the wiring
just all over the place.
Oh, they do it.
Like there's like, I, I basically got my father-in-law, which is a brick Mason.
And we professionally did this shit.
Like it is to the T there is no, like it was, it was well done, but I have seen people that
basically fucking duct tape this shit to a pole and tie it to the top of a fucking building
or some shit.
And like, yeah, you probably make some reward short-term, but long-term, if you're trying
to do this for the next two years, you got to worry about corrosion and water getting
in and possibly fucking your minor up.
If you don't take the proper, like outdoor responsibility when you're, you're hooking
all these wires up and shit, bro.
So yeah, definitely look into like helium street on YouTube.
He's been doing it for years.
And that's where I get a bunch of videos on how to do outdoor minors.
So go on YouTube, type in helium street.
The dude's been doing it for like three years and how to build outdoor minors and the
best, you know, parts and stuff you need to do it.
And it's pretty tricky, bro.
Uh, if you are trying to get the most optimal rewards, but go ahead, Captain.
You're a helium minor too, bro.
Uh, I just wanted to add in and piggyback off everything that you guys have been saying.
A little hack that I found is if you have the saga phones, you can hook up the wifi to
helium mobile, which will connect to your mobile hotspot outdoor.
I'm not sure if it does the indoor.
I don't have an indoor one, but I know it'll connect to your outdoor one.
And then you can start racking up the data downloads on your outdoor, which will then
in return earn you more mobile per day.
I haven't done the mobile part yet.
And that you do that with your.
Dude, you can do that with anything X and I don't leave the house for shit.
And I've already made my monthly $20 in mobile, you know, and I don't even have an active
You can do it on Android.
You can, if your phone is paid off and you have it quote unquote unlocked, you can add
it as an e-sync and actually have two lines.
If you don't want to even want to do that shit, you can just download helium mobile, pay
20 bucks and start earning instantly.
It's really not bad.
All right.
And then you, because you drive around.
I heard Manny.
You drive around.
So Manny was talking about.
Manny was talking about like all these airdrops, this and that, but it's like, cause I'm
making, I'm making a lot of money by just doing the mobile.
Yeah, dude.
Like he's like, I made $16 in three days of running the mobile and the monthly plan is
So you're like, this is a fucking no brainer.
One solid week of running mobile and doing your daily tasks will basically pay, pay off
your month.
And then you can pay it with your mobile rewards.
I mean, obviously I wouldn't suggest that, but you can even pay it off with what you
So in a sense, it's like a free phone line.
This is passive income.
It's coming back to play, baby.
We need that passive income so we can take that, that shit and go spend it on some shit
coins, bro.
I mean, I need to start doubling down on this and probably have to start mining this shit
while I'm driving or some shit.
But yeah, I appreciate you giving us the load.
I did not know that you.
I bought one.
I think they came back into stocks like two or three weeks ago.
Omi pinged us and I copped two.
I checked comps on eBay.
They were selling for a grand.
They sold out within like six hours.
So I'm like, dude, worst comes to worst.
I'll set one up, sell one and just get my, you know, repay it all off.
So basically just run this loop, buy two, sell one, get a free miner, increase my network,
buy two, sell one, increase my network, and just keep that going until it stops.
That's right, man.
Kaler, you mobile?
You mobile hotspot this shit, bro?
Yeah, I've got the hotspot mobile running at the house and I kind of wanted to emphasize
on what Captain Dadpants was saying.
If some of you are familiar with like having Xfinity Wi-Fi, you can install a profile where
you can pick up Wi-Fi at any Wi-Fi device.
It doesn't have to be at your house.
So similar to that, you can install a profile using Helium where you can connect to Wi-Fi
and not necessarily leverage like 5G or LTE or whatever.
And that will run over the Wi-Fi hotspot that you're already getting mining rewards on.
So you might be able to get your iPads and other devices in the house on the account loaded
on the profile, pulling data off of that hotspot device, and maybe even drop it off your normal
Wi-Fi network just to boost up a little bit more activity on it.
Yeah, that's what I'm going to try to do that, Kaler.
Now that I heard you and Captain say it, is there like an app that I can, like if I don't
have Xfinity or Xfinity Internet, is there an app or a program I can download that would
allow me like the same way I choose networks to choose the Helium one on my laptop or something?
When you're using the Helium mobile application, there's, I figure what the name is, but there's
a functionality within the app that basically adds the profile to your phone.
I don't know if it's different on Android, but on iPhone, it did something like that for
No, eSIM is totally separate.
This is more strictly just for Wi-Fi.
But I definitely encourage anyone to set up a second eSIM on their phone just to farm
the extra rewards.
Not only are you saving money if you switch over, but you can still make, you know, the
$20 in mobile by adding the second eSIM to a phone and keep your original phone line.
What are the things that I was going to ask you guys that have been doing this for a while?
And I mean, I haven't seen any inconsistencies since I don't leave the house that often.
I put the same Helium profile on my girl's phone.
And so in a sense, the days that obviously I'm not earning mapping rewards as I'm not mobile
or moving, I'm earning it on her side.
Is that, in a sense, if we farm the same phone number or the same account, can you essentially
do that through anyone that I have kind of contact with?
I can just download the Helium mobile app, sign in online, and in a sense, farm mapping
rewards from everyone's locations?
Or is it not work like that?
I'm not sure if it toggles it off on other devices once you toggle it on a different device.
Yeah, it hasn't.
That's what I'm saying.
So it's worked for us to get to.
I just don't know if that's something that most people that have been involved have been
doing, you know, because it seems to be working for me.
Like the days I'm here at the house, I'm still earning because she's out and mobile.
And so I was just wondering if that's because there's no way to do plans.
Is that correct?
Like a family plan or anything like that?
I'm not, I'm not aware of any family plans.
But one thing that I have done is, like, say, say my Gmail was like Kayla at gmail.com.
I'll do Kayla plus one at gmail.com.
Kayla plus two at gmail.com.
And that'll come all into the same inbox.
But the accounts are completely separate as far as healing is concerned.
So I've been able to set up, you know, multiple people in my family, where I can manage the
account from a single email address, but they perceive it as different accounts.
Okay, yeah, that makes sense.
Yeah, I'm gonna definitely look into how I get my laptop and my phone and all that stuff
to like ping off of my own minor.
Because I mean, I have the Helium mobile app, and I have the builder app as well.
I just don't know how I transform my phone to select the Helium network rather than another
So appreciate you guys for that.
Yeah, I think it's automatic when it goes to the mobile, it's smart enough to switch to
when it notices a hotspot, or when it doesn't have the hotspot connectivity, it goes straight
to that T-Mobile.
So I think you're good.
Just try to not be on Wi-Fi and use the data when you're near your hotspot.
No, no, no.
I don't have an actual phone setup.
Does that make sense?
I have an account, and I don't have the line active anywhere.
So that's why I was wondering, how do I...
You need to connect it to a phone for the phone to show some type of mapping.
You don't even need technically the SIM card.
Well, that's what I was about to say.
That's what I've been doing to you.
It's not...
The SIM card's not connected.
It's on an app on my phone.
So I get rewards just for having the app on my phone and playing for the plan.
But I'm trying to say is how do I now tap into the Wi-Fi network from my outside mind?
So you get about 50 cents.
You get about 50 cents for a gigabyte when it goes through the hotspot.
So if you do actually put the SIM and use that phone as if it was your phone, you get
30 gigabytes a month.
You get like 15 bucks a month just by your phone using that hotspot internet.
So it's better to just get that SIM card if you do the eSIM, the PSIM, whatever it is.
It's better to run that internet so it can go through that hotspot.
It will recognize it itself.
I know you're on your Wi-Fi, but if you do get that SIM, it will be much better.
That makes sense because then that makes it worth it too.
So I can just basically, since I'm paying for this data and that's essentially extra mining
rewards, it's better off to grab a phone, leave it on data, not Wi-Fi, and just let it run
through my own hotspot as a ping.
Yeah, because then you're double dipping.
Then you're getting the hotspot internet that's interacting with the mobile network.
Then the mobile network is just itself getting the mapping.
So you're double dipping.
That's how I do it.
And the feature that I was trying to talk about earlier was dynamic coverage enhanced.
That's different from you using like 5G and LTE.
Dynamic coverage enhanced means that it's going to use the hotspot profile over Wi-Fi connection.
So that'll pull data off of your hotspot instead of from Helium network.
Well, I appreciate that.
Yeah, I hit up Rippy this morning and I got, you know, my miners yesterday got it all set
up and I was just a little confused on that to where if I needed to have active participants
in order for me to earn or is it more just holding the network up gets you rewards.
So I appreciate you guys.
Yeah, Todd has his hand up.
Do you have anything?
I'm actually just like interested in this because I have a friend who was really, really into
this like a year and a half ago when Helium like first became a thing and he has like a
bunch of fucking miners and I don't know.
I don't know.
I remember him telling me he had like fucking satellites set up out his window.
Have these changed much in tech wise?
Like he stopped because he got absolutely fucking rinsed during the bear market.
You know, like he caught everything at the tail end.
Is it you guys think it's for Taylor or for Flame or whoever knows about the miners?
Has the tech changed much?
Is it worth it for me to hit him up and just buy him out and just use his shit and start
mining it?
Like he's got a bunch of fucking devices.
So I don't know.
Is that that's worthwhile?
You think?
One thing I'll say.
Oh, no, I was going to say one.
One thing is I don't know.
I mean, I would assume it's like like miners for Bitcoin.
Every time there's a difficult like changes in difficulty or the mining becomes either more
rewardable or less.
So I would think that maybe those old miners might get less rewards.
In that sense.
So, you know, the yields, how they process, how they hash, how they do all that stuff might
yield a little bit less.
The new miners right now, an outside one is about $499 and then an inside one is $299.
So in a sense, not too crazy in terms of price range.
They are a little bit hard to get your hands on as they sell out pretty, pretty quick.
But maybe one of the other older miners can answer in terms of, you know, whether the
old equipment is good for the new stuff.
I just know that in this brief conversation with X, like the box that I received is already
a hundred times different than what he had.
You know, these new ones are all weather proofed and kind of just plug, plug and play.
It took me 20 minutes, bro.
Once you have all the parts, literally two Ethernet cords, a power cable and you're done.
Like you're done.
Yeah, I have, I have one from the last bull market that's still sealed from Nebra.
And I went on eBay to see how much it's worth.
And it's worth like 150 bucks, which I've been like thinking that if it's priced that
much, it's probably not being the same as the new ones.
Because during the bear market, Helium was its own blockchain.
It was basically, you know, built in San Francisco by some guys that were really influenced by
They created their own blockchain in the mirror of Bitcoin.
And it was very hard to scale.
They changed their tokenomics.
They bridged and now they're on Solana.
So like that's all happened since I, since the last bear.
So I'm kind of curious too, is do the old Nebra minor Raspberry Pis.
If I hook that up, would that still work on the new blockchain?
And would I, is it the same reward?
Like, how does it work?
And I haven't plugged it in.
So I couldn't tell you.
So maybe I got to do some more research for that, figure that out.
But yeah, we just had a motherfucker up here and he left.
I was going to fucking put him on the spot and asked him what the fuck this is.
But Satoshi VM.
So it's the S-A-V-M.
Fawcett is now live.
And the Satoshi VM bridge inference and the S-A-V bridge inference is officially open.
Cross-chain functionality between Ethereum and Satoshi VM will be available for everyone
within the next 42 hours.
And kind of reading their Twitter.
It's based Bitcoin ZK roll up to layer two solution.
And native BTC gas S-A-V-M testnet is now live.
So it's all Ivan the tech.
He basically is super bullish about this.
He said, if S-V-M succeeds in bridging EVM to Bitcoin.
Holy smokes guys.
This is no way priced into Bitcoin.
Um, but just for us, um, it's on testnet, you know, like possibly playing on this, participating,
trying to figure it out, putting transactions on chain.
Uh, I don't know if there's a token, but if a token does go live, you'd probably be rewarded
Maybe this is maybe like an airdrop opportunity just to fuck around on a new bridge on, and
on a new layer two on Bitcoin.
So that's, that's live.
So I thought that was interesting.
Um, and that guy that came up here was basically like a professional and Bitcoin and airdrops.
I was going to ask him what this meant and what it, what it means for Bitcoin.
But, uh, Ivan the tech says it's huge for Bitcoin.
If this actually, you know, is true and it's actually goes through and this is actually
like a layer two for Bitcoin to bridge Ethereum with Bitcoin.
So we'll see how it goes.
Uh, I'll keep you guys updated in the future on it.
Um, but you got anything else, chief?
You got any more news?
You got anything else you have in your bookmarks before we kind of wrap up the show a little
Uh, steady stack Titans.
Um, we know that they're coming out with something new January, uh, 2024, just pinned
up to the top, uh, ready player age pin this up earlier today.
It just says what is eternal is meant to be forever.
I'm assuming they're going to Bitcoin.
Um, they teased it before.
Uh, we saw a lot of people coming out that they're going to Bitcoin.
You built Lecrae yesterday or whatever his name is.
Des Lecrae basically.
There's a lot.
I mean, thank you X is, uh, all the artists are hitting that, uh, Bitcoin FOMO now.
I mean, my DMS are kind of crazy with how to get, how do I get set up and all that kind
And all these people didn't fucking answer DMS when ordinals weren't cool, you know, like
eight months ago, but it's all good.
Um, it's all about doing things with intention, right?
So more power to you.
If you are trying to come to market.
Um, I would just say that Bitcoin is a little bit different in terms of its collectors.
And if it kind of makes sense to the Bitcoin ethos, if it looks like it was done with some
sort of care and intention, you have a better chance than just putting artwork on the chain
and trying to sell it that way.
Um, I know Lecrae has been, uh, talking about Bitcoin maybe for about a month or two since
he last teased.
Uh, we got Batzu that's coming in.
We got Lors that's dropping his alpha Pepe's, which in a sense will also connect and be an
access pass for his, my memes on Bitcoin.
Uh, I think I already mentioned thank you X coming out with his DB pews piece.
Um, so a lot of the art side, definitely to look into, but it's one of those, uh,
it's better to understand how art markets move and compare and run comps off of what
Ethereum, the same style genres, maybe even these artists, right?
That Bitcoin is a novelty to that classification of their art, but it's not in the sense enough
or in my opinion, the ultimate catalyst to make it go.
You know what I'm saying?
10, 20, 30 X.
So collect art you like, right?
Understand the provenance of it being on Bitcoin, but also don't get caught up in this
whole lieu of new artists, new everything.
And you're going to end up PVP yourself.
And all this new liquidity rather than, uh, participating in the space that you plan on
Uh, guess who showed up on the day of his man.
He wants to show up and talk about it, bro.
What's going on?
We don't need to talk about it in a minute.
Let's talk about some other shit.
I just had a great bagel.
Uh, um, what's your favorite bagel?
Um, I love sesame.
That's what I was about to say.
Sesame, uh, sesame seed was my favorite, but I also like, uh, like the cinnamon swirl ones.
Oh, you're high.
That's your, you have to be high when you're eating that though.
Yeah, exactly.
That's my favorite high tree.
That's what I was about to say.
Sesame, uh, sesame seed was my favorite, but I also like, uh, like the cinnamon swirl ones.
Oh, you're high.
That's your, you have to be high when you're eating that though.
Yeah, exactly.
That's my favorite high tree.
When I get the munchies, that's what I do, bro.
I mean, for you bear snake, I know we know you as forgotten rooms.
We know you now as shadow hats.
Are you someone that like, are you someone that is like diversified?
Are you like, are you interested in like cosmos like you?
I mean, you know, you know, you know, you know, you know, you know, you know, you know,
you know, you know, you know, you know, you know, you know, you know,
Are you someone that like, are you someone that is like diversified?
Are you like, are you interested in like cosmos and like the modular blockchain narrative
and like a back?
Oh, you want, you want to know my take.
So I like what, first of all, when I first got into crypto, my entire exposure was just
forgotten rooms.
And for the record, shadow hats are forgotten rooms.
But, um, the way I look at crypto is like, instead of putting money in like a Vanguard
account, and it just like shits out like 5% yield every year.
Um, I like I all I'm just in on Bitcoin on Ethereum and Solana.
And, and then when it comes to like NFTs, uh, I don't really fuck with any chains besides
the ordinal with besides the ordinals and, um, and Ethereum.
Uh, it's kind of like a basic menu for me, but I also know myself and I can only understand
I'm not going to get into something unless I really understand it.
And you can only understand so many things.
There's like, everything's happening so quickly.
Uh, I'm pretty good at having blinders on.
So I try to keep it simple and know the things that I know pretty well.
I just like to add like other people, like we, we, we classify them as like, oh, they're
ETH native or, you know, they're ordinal native, but you seem like you're, you're pretty,
like you build games, you're, you're cross chain, uh, compliant, like by, by curious.
So I was kind of, I was kind of curious to like, how far do you go out on that spectrum
on being cross chain.
It looks like you kind of stop at Solana a little bit.
Well, that's kind of like your barrier.
Well, I guess, I guess it's, it's not like, um, it depends on the category.
Like when you ask that question, I'm like, okay, well, like I'm going to, I'm thinking
about like my personal money that like I, that I'm like investing in to just like have more
savings down the road and not touch for a while.
But when it comes to like what we're building, you know, I think, um, obviously we're, we're
big fans and we think there's a lot more to come there, uh, just in terms of the tooling
and all that.
And I don't even think that's an opinion.
That's just a straight up fact.
Um, but you know, uh, you know, L twos are a big topic of discussion for us because we,
we, we are making more than one game.
Um, and you know, there's a, there's a lot of options out there.
My like raw take is that no one's really proven themselves.
Some teams have better business development and you know, they've signed up all these
companies or, you know, they have IP, whatever.
Uh, but they're not proven.
And then some of them, you know, have like play to earn games that are like bonded to
all fucking hell, but they have a, but they have like, you know, a main net that's been
live and, and like battle tested.
Um, and, and then you have some new stuff like, uh, my boy Sobe has like Zai where he's
like venturing into like L threes.
And, and so I think that's really interesting.
So we spend a lot of time looking at that.
Um, I do think it's still really early and we don't know how that's going to shake out.
I think, you know, some people think it's going to be dependent on the game.
Um, some people think it's going to be dependent, uh, solely on, on like the actual sort of the
I think at the end of the day, it's going to just have to be a mix.
Um, if I'm making any sense at all, I have no idea what I'm saying.
No, you are.
Uh, you, you, you said, uh, you said some alpha there.
You, you, you know, trying to mess with a Bitcoin layer twos.
And, and that kind of makes me seem like you're trying to build a game for Bitcoin natively.
Uh, we saw Trevor basically, uh, inscribe the super Nintendo, uh, emulator onto Bitcoin.
Is that, does that, does that give you, does that kind of give you like inspiration and
like make you want to build like a web, uh, like a Bitcoin native game?
I, I mean, I love Trevor, but we were, I was wanting to do that before he did it.
But I think what he did was really cool.
Um, absolutely.
I think, I think people, I think we're going to fast forward 18 months and people are going
to be like, holy shit, this is like gotten out of hand and incredibly cool.
Um, you know, there's just like the, the, like the level of intellectual capital that's
trying to solve these problems.
And you can like argue whether or not the problems that need even need to be solved.
We should probably focus on the planet to like figure it out some other important shit,
but like there's the smartest people I've ever met in my life are just like heads down
grinding this stuff out.
And, uh, I think that's why it's so exciting.
That's why we're going to see some really cool shit come out.
But yeah, I think Bitcoin games are really awesome.
Um, and yeah, I think, I think the last thing I'll say is, and it's like a reverse shill,
uh, about the shadow hats, which is happening today at 1 PM PST, um, is what I think, you
know, people talk about inscription number.
They talk about like why something has value.
Um, the end of the day, I think, you know, we're going to see a lot of the same similarities,
uh, that we saw with the, with the ordinals and Bitcoin cycle, um, that we did with the
last cycle and ETH.
But what I think, I think the small tweak to that is people aren't as stupid people.
The average buyer is smarter.
Um, I don't think there's a ton more people that have entered.
So it's not like you have a bunch of newbies who are going through this for the first time.
I think the majority of people, uh, are the people on this call and the people that like
had their learning lessons.
And so it's my long winded way of saying, if you're not doing something with intention
and integrity, you're fucked and you should go away.
Um, and, and I think that's why I'm so bullish on myself and my team, uh, our team and all
the stuff that we do is because you, you know, I, I dare someone to like look under the hood
at anything that we've done.
Shadows is a great example.
Most people won't even realize what we did.
Um, but when you do, you could, you, we could talk about, we could talk about for hours about
how we inscribed on chain and, and the visualization and sending the 10 sub K sub one K shadow has
to these 10 addresses and, and then having the 666 shadows that, you know, have the same
prefixes, uh, on block six, six, six.
Anyway, it's just like, I, that's, if there's anyone listening, like working on a project,
please for the love of God, like, uh, you know, do something that makes you excited.
And that isn't just like some low ever bullshit.
That's I'm done preaching.
I'm sorry.
I love you guys.
No, it's interesting with these fucking, you send transactions to, from the parent and
child and it creates a pentagram.
Like you guys got all kinds of layers to this fucking thing.
And now you got this fucking full send it narrative.
If you put point two, now you're in.
What do you think?
What do you think about that?
What do you think about that?
Like, I, I personally think that this space was built on incentive programs and gambling
and like fucking run it, run it turbo.
And like, if you don't offer some kind of speculation or, uh, I can make life changing
Like, I think you're doing it wrong.
So I think you're hitting all kind of the things that web three degens love.
And I'm kind of curious to see how many people full send this at point two, just to possibly
win a one K inscription that could possibly be like a 15 to 20 X.
Like just imagine you put point two in and you win an asset that could possibly be valued
at two to three Bitcoin.
Like that's life changing, bro.
Dude, we're, we've gotten offers for more for one.
I'm not sure if you can hear me.
A phone call came in.
Uh, uh, when the hell is someone going to have a chance to get a sub one K ordinal?
That's not just like a copy pasta, like piece of shit.
Like it's, I think it's crazy.
I think it's super fun.
I think a lot of, I think a lot of people would never put one of their, like 10 sub
one K ordinals up for essentially, I think point two is free for a sub one K, but like,
what the hell do I know?
I think it's, I think it's fun, but I appreciate, I agree.
Like this space works on a works on incentives.
So yeah, we're going to find out in a couple hours, man.
It runs for, uh, runs for 24 hours from one to one PST.
I think I know who can be the buyer of this.
Uh, who's the chief?
Who's the one guy that bought the golden monk for, uh, for two Bitcoin off the bat.
What's his name?
Yeah, dude.
He's been, he's been on a tear, bro.
Buying all, he bought an ordinal rock the other day.
That's his second line.
He's, he's trying to create the biggest collection ever.
That's his second one.
I see him probably getting this.
Someone connect me with Brissy.
That's his second one.
Hey, uh, bear snake.
I'll make it happen for a shadow hat, bro.
Don't worry.
It's a shadow hat.
Connect you for a year.
It's a year of subscription.
You know what?
I, I, I'm pretty sure Dota's Dota knows them.
Dota knows everybody.
Yeah, he is.
Dota is a goat, man.
Definitely a pioneer.
You guys are working first on that.
And I still remember the first forgotten ruins fucking comic book.
I got some dude was, Oh, you have one.
Someone was handed.
They were handing them out on the streets of New York.
That's right.
That was my two or three years ago.
Some shit like that.
Yeah, dude.
A lot of people don't remember or don't even know that you guys have had a presence for
that long, but yeah.
Yeah, dude.
It's been, I mean, I like to round up.
It was basically July, June 30th, or you can say July 1st, 2021.
It's been, it's been crazy, dude.
And speaking of, dude, in comic books, I don't know if you know this chief, but we have this
big publishing deal and there's like a 10 issue series coming out that I mean, and the
first one hit stores.
It's in every comic book store basically across the world.
So if you like comics or you can just DM me and send me your address and I'll send you
But we got the guy who's been drawing Deadpool and Batman and it's been doing DC and Marvel
for a really long time.
And his name is Riley Brown.
Incredible, incredible artists.
So happy to send you some.
I just, I just remember that from, I think NFT NYC and it was like volume two or something.
It was new.
You guys are very, you know, so it was cool, cool little collectible and just, you know,
know that you guys have continuously had a presence in this world building aspect and
So happy to see it come full circle.
Appreciate you, Bear.
I appreciate it.
Appreciate you guys.
A bear sec flame has his hand up.
I think he might have a question for you.
So I'm going to throw it to him before you have to leave.
So flame, go ahead.
If you have a question for bear sec real quick.
Actually, I don't.
Um, but I appreciate everything that you, uh, have been sharing with us about the shadow
hats drop.
I just had a couple more pieces of alpha for you guys.
If you want.
I'm going to guys, I'm going to jump off.
Cause we're prepping for this, man.
Really appreciate you guys.
Have a great day.
I hope to see you in, uh, the auction and Godspeed.
Go, go grab that shadow hat.
Good luck.
Hey, Hey, Hey, bear snake.
Follow me.
I have to DM you real quick.
So follow me real quick.
After this, I'm going to give you in touch with Bruce.
All right.
Go ahead, man.
So I just saw something about, uh, another, uh, pipe situation.
It's, uh, an X air to airdrop.
I can pin the tweet for you guys.
Just so you can see what I'm talking about.
Um, it's an airdrop, uh, situation from pipe bot.
Um, so pipe token, BRC 20, something like that.
Um, and then there's some weird new video game website that just dropped.
It's this like mystery discord, but, uh, I got the alpha through family room.
So they said it was safe to connect, obviously do it with a burner.
If you're going to get in there and if you're going to connect with your discord, use, uh,
make sure you've got two FA and all that stuff turned on, but they went ahead and connected.
They said it was safe.
I connected.
I'm not sure what it's about, but it's early.
It's the website is GLH efforts.com.
And it looks like it's some sort of gaming situation.
I asked them what the story is.
And they just, they just shared a gif of street fighter with me.
So, um, could be a street fighter.
It's like emulator.
I don't know what, what's going on.
It's all a fairly mysterious at this point.
So it's definitely a DJ in play at this point, but, um, it's fresh.
Um, it's fresh off the presses.
So G L H I can.
I'll do that.
So, yeah, well, I'm going to check this out too.
He says it's safe.
So I'll trust you and say it's safe, but everybody don't trust verify.
Always use burners.
I'll use simulators.
Uh, all these wallet guards and shit.
When you connect to this shit, so you don't get drained.
Oh, yes, sir.
Um, but to kind of, you know, roll it, roll it through.
And I kind of fight finalize the space.
I do want to kind of pin some stuff to the top.
So this can be included in the thread.
Um, so I have some stuff here, um, that I wanted to pin up and make sure that we can, uh, include it for value.
Um, there is a decks that's called chain flip labs.
Um, you guys should probably look into it.
It's a unit swap competitor, uh, and rates on swapping are looking sweet.
It says you are competitive with unit swap on a 40 USDC swap.
So this is like a competitor unit swap.
I don't think actually they have a token yet.
So you possibly get in there and possibly gives, um, some, some money.
If you use their swap similar to early days, unit swap.
So I wanted to throw that up there.
I'm just going through, uh, I have a deep in a deep in thread.
Um, if you guys are interested in deep in, which, you know, we talked earlier at helium.
Uh, it's one of the top narratives in the space.
Like I have a thread here by golden DG and I'm not going to read it.
This is for your utility.
And for your use for only, it basically goes into what is deep in.
Why can it easily 50 to a hundred X and deep in, uh, five deep in projects with a hundred
X potential.
So that threads there for you to read.
If you want to.
Um, I also have a thread here, uh, that I'm not going to read.
Also that is goes into a deep dive in the stack, uh, stacks, uh, bit by Jack, uh,
the core is, as Bitcoin is set for a huge 2024 with two massive catalysts.
And he goes into a thread, basically going to what he researched and why he's bulls on stacks,
uh, during this kind of Bitcoin narrative, uh, ice bags.
Yesterday also, uh, pinned up a chart, um, basically equivalent of the ETF from gold
and where we are with Bitcoin.
I think it's a pretty interesting chart and it looks like it's like we're up only right
from here.
If you kind of put the, the two together, uh, side by side with that shit.
So that was interesting.
I'm just going through my bookmarks, making sure I could add some value, more value to this.
Uh, injective tomorrow is having an update.
It's called the Vulcan.
Uh, I guess they're, they're updating, uh, the program.
And it's just going to be, uh, updated through finance also.
So injective should have a nice little catalyst tomorrow with their new upgrade called Vulcan.
Um, we had CPI reports.
I'm not going to print that.
Uh, this is a, this is from rec capital.
It's a chart showing where we are in the bull cycle.
And, uh, we are 30% into the bull.
Um, obviously I can't pin this because it's not, it's glitching out.
There we go.
But yeah, from his analysis, uh, we are 30% into the bull run.
So we have about 70% left.
That was an interesting chart.
Orbiter finance is similar to simple swap, right?
Um, they had not, they had a thread that went out four hours ago and they talked about a token.
So if you have not used Orbiter, I would use it quickly.
I don't know if they've taken a snapshot yet, but in their thread, uh, going into Orbiter, um, they talk about a token.
It says token launch in appreciation to our devoted community.
We are thrilled and confirmed to launch our native token this year.
We gradually unveiled the token office and distribution plan, ensuring a fair process.
The old points program will play a crucial role in shaping our airdrop rules.
Stay tuned for exciting rewards and opportunities.
So Orbiter basically simple swap kind of competitor announcing a token airdrop.
I would maybe farm it, use it, get some transactions on there.
It would probably be like a nice narrative, uh, and probably will pump based off, you know, the airdrop and people more talking about cross chain and these kind of simple swap competitors.
And I have one more thread here from Alex Wasey.
You are interested in the cosmos ecosystem and all the criteria you need to do to get qualified for a lot of these airdrops.
You just put out another one about the amount you need to stake, what wallets you need to do, where you need to stake and all that kinds of shit.
So I'll pin that one.
That'll be the one.
Did you just vanish or am I tripping?
Oh, bro. My bad. How far did I know?
But yeah, I just pinned up the cosmos airdrop guide, uh, everything you need to know about staking.
It's just an updated guide basically telling you everything you need to know about it.
Um, so I just want to put that as a resource for you guys and that'll probably do it.
Tio, I'll throw it to you and then we'll end the space. So go ahead, man.
Oh, my bad. I don't know why my hand was up.
All right. Well, that does it for us.
Um, I will pin up, uh, Allison's thread from yesterday.
Uh, if you guys haven't bookmarked that you'd probably be smart.
We're going to reward people for bookmarking and retweeting.
So I just pinned it up.
If you go pin it about 30 minutes to 45 minutes after the show, she'll basically create a new thread on everything we pinned up today.
So you need to like retweet that pin that, uh, bookmark that.
And then, uh, you know, when we get these white lists going out, we're going to be looking at bookmarks and people who retweet it.
So, uh, support us. We'll support you deserve to earn.
Love you guys. I'll be back tomorrow. I'll leave it here for chief, uh, chief.
When you're ready, just in the space. So talk to you guys tomorrow.
Uh, yeah, just thank you everyone that came out, man.
Everybody that wrote it out the whole time as well.
Really means a lot to us. All the new faces, all the old ones, all the info that we're sharing, all the ones that are stepping up and volunteering.
Right. And in the sense, cause it is volunteering. So really appreciate it. It means a lot.
Um, the end of the day, we do this Tuesday through Saturday, 945 to about 12, 1230 central is TDA or stay poor.
We'll catch you guys tomorrow. Y'all be safe. Have a good rest of your day.
And yeah, don't lose all your money.
We'll catch you guys tomorrow.
We'll catch you guys tomorrow.