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THE DAILY ALPHA♻️
Recorded: July 10, 2025 Duration: 1:03:00Space Recording
Short Summary
In a lively discussion, crypto enthusiasts explored the bullish potential of Bitcoin reaching new all-time highs, driven by institutional interest and upcoming token launches. Key highlights included BlackRock's shift towards Ethereum, a new meme coin launchpad on Katana, and a substantial $50 million funding round for Agora, indicating a vibrant and growing market.
Full Transcription
Thank you. Yo, yo, yo, what's up?
Thank you for stopping by.
Appreciate the support, like always.
Likes and retweets go a long way.
Had a conversation with Satoshi Nakamoto this morning.
He told me if we get more likes and reposts than we ever did,
that he's going to send Bitcoin to all-time highs again.
So why wouldn't you want to do that for yourself?
So give us a like, give us a repost.
Also, I talked to Michael Saylor this morning and he says, if you give Allison's thread
some bookmarks, likes, and retweets up top, that he's also going to buy an additional billion
Bitcoin. So it's up to you guys. You guys want Bitcoin price to go up or not? Well, you're going
to have to engage with space and engage with the thread. So, appreciate you guys stopping by.
Obviously, it was a chaotic yesterday, and we were kind of just discussing.
We had Lord up here.
We had Chief up here.
I asked him, yo, we're about to get some volatility here.
Which way do you think it's going to go, up or down?
It's going to happen in the next day or two.
And after the show ended uh we broke 112k bitcoin
so we've been on top of it the t bro had someone literally messaged me i was like yo i'm low-key
impressed yeah i mean it's a little psychological numbers yeah yeah i'm like yeah it's just reading
charts but yeah i appreciate it i feel good you know yeah you know you like when they set the order
limits to sell they probably do it at a hundred and twelve instead of a hundred and twelve one
one one or some shit so it's a lot of psychological numbers obviously chief you said that we're gonna
take out 110 and that's kind of where we're sitting right now so we took out the 112 probably
short squeeze up and then now we're consolidating around this 110 area a lot of people are calling this the top
um i brought up uh last night on my live stream the glass node has an app where they have a um
they have a bull market index and none of the 36 fucking indicators have said that isn't the top
at all and i think what's kind of the the one overhang on this whole market right now is the
pump fund tge that's actually going to happen on saturday so once we get through that kind of
overhang of where the liquidity is going to come from it's going to suck out of our altcoins once
we get through that i think it's you know we're in a pretty bullish position uh in this market
and like i said like looking from previous cycles fouryear cycles, we have about 17 weeks left.
So we have until November 5th to kind of go up this parabola and have this giant banana curve of a bull market.
And it needs to start relatively soon if we're going to kind of go through the four-year cycle pattern that we're typically used to.
So that's ultimately what's going.
It's bullish. I love seeing Bitcoin at an all-time high.
But ultimately, what we really want is our altcoins to go up in price.
And we have a lot of just on-chain data happening right now that ETH is about to take over.
We have BlackRock is now buying more ETH than BTC for the first time.
So BlackRock just bought 158 million ETH
while only buying 125 million Bitcoin.
There's ETH buys have now flipped their Bitcoin buys.
So that's bullish.
ETH flipped BTC and futures volume.
So according to Glassnode,
ETH overtook Bitcoin in 24-hour futures volumes
with 62 billion versus61.7 billion.
This is a rare flip signals of potential shift in trader focus,
with all eyes now turning to upcoming ETH,
specific catalysts bullish for ETH.
So it's pretty bullish.
I mean, we've been waiting for this ETH pump to happen forever.
It's consolidated, it's consolidated,
and it kind of looks like over the past three to four weeks,
we've kind of seen the flip of more and more whales buying ETH.
And I've been speculating it's because of this Genesis Act that's possibly going to pass, which it kind of seems like it's never going to happen.
From my understanding, there's a crypto week next week, and that is going to be pushed to the desk.
And there's going to be a full vote on it for next week.
I got this from Eleanor Territ.
She says, for those asking about the Genesis, as part of Crypto Week,
the House is planning to bring its full vote on the floor next week
alongside the Clarity Act, the anti-CBDC surveillance act.
The Genesis pass will head to President Trump's desk.
Clarity and anti-CBDC will go to the Senate.
So next week, we have something to look forward to.
It's crypto week in the government.
And there's gonna be a lot more discussions
already underway.
And it looks like this Genius Act
is going to be voted on
and possibly signed by Donald Trump next week,
which will probably send,
you know, it has a lot to do with E,
with stable coins,
and that'll probably send the market
to another all-time high, in my opinion.
So, lots of bullish stuff going on in the market.
Lord, how you doing this morning, my guy?
I mean, yesterday I asked you if we're going up or lower or higher.
You predicted higher, and that's what we fucking did.
So, we're on it, dude.
We're figuring this shit out, bro.
We got the pulse on the market.
We're telling you what's going to happen before it actually happens.
We all said higher.
Higher, bro.
Higher, bro.
The fucking bears get fucked. You know what I i don't know i asked rock four and it said
higher too so i guess we're going higher bro look dude i'll be honest though i'm not like even that
excited when this shit happens which like i know a lot of people are like oh my fucking god we're
almost tapping like all time high but like i want to see that fucking 10k move fucking rage candle
and then i'll be screaming
Still silence on like the normie feeds too, you know, us over here just yeah
Yeah, nothing. I checked through everybody and that one mention not like oh look not nothing, bro
Right, even the trenches here. Nobody gives a fucking shit, dude
Nobody cares most people here just don't care because they're not even holding Bitcoin
Most normies don't care because they don't even care uh and they're just gonna buy our bags higher
and it's kind of interesting too because it's like the trenches died down because of the pump fun
uh tge that's coming up right and most people are like hey it's nothing really to do right now
everybody's waiting and in reality you also got bitcoin at all-time high and so it's like well
if you needed a reason to leave I mean you
don't have Bitcoin exposure and then the only thing in your ecosystem well you're pending a
mass extraction event you know so it's kind of like they don't know what to do either so I think
that that's the funny part that this limbo and in between mode that we're in right now yeah you
can just buy Bitcoin and hold it for four years and you're never going to lose TLDR but like
at the real talk though it's like this shit's going way higher, right?
Like we know that.
I'm not worried about the day-to-day, but it's nice to see it fucking holding right here.
I'm not going to lie.
That's very bullish.
Also, yeah, PumpFun, dude.
Like I know everybody's like freaked out and this and that.
I honestly think it's going to be fucking fine.
Like there'll be some capitulation on a lot of different shit whenever it drops.
But yeah, like I was talking about these creator
coins yesterday i'm looking at a couple that are definitely up since i was talking about these
things bottoming out like there's a lot of hype coming to pump right and i guess pump went to
hype too and you could trade perps there which is actually crazy um but now even dancing eddie
was up like 40 yesterday bro and it's like a lot of these things just bottomed out these like
creators right and he's not gonna give nothing back bro that's the craziest part everybody buying his token like yo
he's about to give us some of his airdrop he's no he's not giving you shit he ain't giving shit but
but like when when dancing eddie's coin was at 60 000 to me that's just obvious bro that it's
going to at least like two to five X. It's not fucking that deep.
And like Zesty is like another one who's it's some chick that's fucking playing games and
shit.
I don't even watch her, dude.
But like that was another obvious, like an insane dip.
And then I don't know.
I was I was just kind of trying to pay attention to like who's going to go to pump.
Right.
And like Jonah ended up making a coin yesterday, bro.
And I was in the fucking thing.
And this guy was like yo i want
my 20 back i think it was like 250k and then he had all the fud and he was just i'm not gonna lie
it's pretty funny because he's like i don't fucking care bro i'm not giving you 20 i'm not
doing shit and we're like no you gotta lock your tokens and they made him lock it until like 2069
so he locked like 17 of the tokens he's gonna update decks today it's just really funny
to see these fucking creators going over there and i'm not gonna lie i think it's like a pretty
good meta to like go there and just try to get in earlier on extreme dips on some of these people
just like throw it i'm not playing any of this big by the way but like yeah some of these things
are under 100k of people who are like obviously just probably not going to go away if they're
incentivized to stay so it seems like some obvious plays there if you're not doing the whole like pump tge thing
maybe fucking look over there bro i'm not gonna lie i've seen some nice kind of funny that we
had the two like most risk averse people and like worried about the reputation both doing
pump on like jonah was so adamant to have his gaming agency uh nftp be free because he's like, I don't want any fucking,
I don't want anything. I don't want any fucking grief.
I'm making this free. And then he goes over there and now he's doing pump.
But then Eddie, I mean, yeah, those keys. I'm glad I saw the key.
Get fucked double. You have a rare key for no reason.
And then, and then Eddie, I mean,
I was hanging out with him this time last year in vegas and he was
so anti-fucking meme coin it's like i just don't do meme coins i'm like bro you should look at
meme coins like no no no i don't know i mean this is a fucking fun streamer he used to tell us to uh
i remember i made a meme a while ago that was like why would anybody buy a meme coin when you
could be farming blast gold which was an actual quote from eddie but shout out to eddie i'm not
gonna lie like he is working his bag over there he's doing streams every day he had like a really good like white hat hacker
on there that was a really interesting uh podcast he did like i i just kind of like what some of
these people are gonna do there and i don't really have an opinion i've also seen a lot of people be
like oh fuck you fuck eddie fuck this fuck that listen man fuck your opinions bro and your emotions
and just buy it at 60 K and sell it at 120.
Are you retarded?
I don't care about any of these people, bro.
At the end of the day, it's like I'm just looking at it like, you know, if I know that this person is going to try it, you're probably going to be able to pump it a little bit if all the attention is on pump.
Right.
So that was kind of like the lens that I'm looking at this shit through.
I'm not attention, baby.
Yeah, obviously. Exactly, bro. Trade trade attention don't trade your emotions uh we'll get into the pump the pump fun thing too but i just had a few more on chain
analysis this is in my opinion this is on chain data which is where the truth is this guy long
300 million of bitcoin on chain whaler uh whale trader ox1F2 is up $7 million long in Bitcoin.
His long position is currently worth $313 million.
Is he playing for the breakout?
We have that.
We have James Wins back shorting.
He deposited $27,000 USD into Hyperliquid and claims a $3,984 referral reward two hours ago
and then went a 40x leverage short.
Current position is 11, BTC 1.27 million.
Liquidation is 112.
So if it goes up to 112, bro is liquidated again.
He's fucked today.
He's fucked today.
I'm thinking so, because shorts, this is from Glassnode, shorts were punished again on the latest BTC rally, the 112K.
But this time, we also see traders are leaning in.
Unlike the late June rally, where open interest dropped sharply,
the latest run saw open interest rise,
suggesting fresh new long positionings, not just short squeezes.
So it looks like this wasn't just a short squeeze.
This was people that know
something that actually think we're going up higher actually putting in new long positions
and not actually shorts getting liquidated and buying higher probably gonna hit price discovery
and then break down right like actual true price discovery candle going crazy uncharted waters yeah fucking mass euphoria and then after that it's like
ggs and that's cool um but that is in my opinion we hit that we go to price discovery we break 14
go into like close to 20 um i mean that that kind of speed runs all of this in my opinion a little
bit uh faster than we'd want right i'm okay with teeter tottering
and range bouncing and you know going back down a little bit but ideally now that we broke yesterday
all-time highs if we can re-smash that and go into price discovery um that would essentially kind of
complete this whole wave so hopefully that happened it does i mean hopefully it does happen because
higher in our
bags but then hopefully it doesn't so uh the game of musical chairs can at least last a little bit
longer you know yeah i've definitely seen just the there's people calling a double top saying
this is the top so once we kind of break through this uh 112 111 range you're gonna have everybody
that's been like perma bear that's been calling the top saying
this is double top we're not going any higher why are you guys doing this pump funds gonna you know
liquidate all these all these funds we're going so much lower this is the other side uh fucking
meme coins in the space and so like once that happens you're gonna have all those people kind
of like shooting themselves in the foot saying yo i was wrong and then they have to buy higher so it's kind of the perfect scenario we still have bears on the time timeline and we're
like very close to kind of breaking out and getting price discovery so definitely good times to be
around and just like pump fun in general like you can go on hyper liquid right now and basically
long and short this pre-markets it was sitting around 5 billion, like 4.9 billion, which might not be a bad hedge
thing to do going into if you're going to do the ICO. I know it's full KYC, which kind of makes me
start thinking differently about this. When I think of airdrops and just token, I'm like,
we'll just use a VPN. But full KYC, you need to give them your ID, you need to fucking do this.
Full KYC, you need to give them your ID.
You need to fucking do this.
And with US and UK not able to get in this ICO,
there's a massive amount of people on secondary
that have to buy this token to get exposure.
So the fact that now you can also long it
and have leverage right away
might add some fuel to this price going up.
And so if you do go to ICO,
it might not be bad to hedge yourself
and put a short out just to have a delta neutral position.
So you can kind of get risked on or risk off on this thing.
I did read a bear case. I'm trying to see if I save the actual article itself.
But apparently just people in the background doing actual moon math and just, you know, how essentially they've been trying to raise at a higher, higher than four billion.
And they were were you know
weren't able to etc etc apparently some of the terms were also changed for uh the investor round
right ideally it was presented as a zero vest uh full unlock and i think it was supposed to be 20
to them and then it ended up being uh two percent versus the 20 and so 18 was not allocated some
shit like that dude i'll see if i can find it right ultimately there's going to be a counter
argument to everything of why this is a good idea or why it's not so just i'm going to post that up
top for you guys to check out i still think that you know just due to the fact of raw metrics, revenue generating company of $1 billion being evaluated at four.
I think that discrepancy is a little low.
You know, I mean, eight sounds about right.
And then maybe high end 10 to 12.
But then again, that's, you know, final form kind of thing, right?
Not initial, not day one, not week one.
So we'll see how that plays out.
And you got extra added leverage instantly you rarely have that on the new launch token where you can get like
hyper liquid liquidity and leverage trade i know it's only 3x maybe once it goes live maybe they
ramp it up to 10 but you have that initial gasoline where people don't even have to buy the token to
get exposure and like maybe the leverage you know props it up and shit like that so i just think
with uk and us people which is probably the biggest user base
of pump fun, have to do full KYC and can't get in the ICO.
I mean, if you do want to buy pump fun, that's a massive fucking user base
of people that have to buy the token secondary to make the price go up.
So, I mean, when is it?
It's always been great to fade the fucking timeline in general.
This is sentiment.
Pump sentiment is at all time lows.
It makes me wonder, is the crowd usually right? Is the crowd ever right? With like them? Right. So like all it takes is a signal,
right? If all the people that are the dumb money are fading this and then they get a signal from
somebody they trust, like I just aped a hundred ETH or a hundred, you know, soul into this. That's
all it takes for the dumb money to actually capitulate and buy the top and
buy the bag. So I'm starting to think there is a massive user base of people that are going to be
by secondary, the ones that are fading it, and all they need is a signal or their favorite
influence to talk about it. And then the massive user base of UK and US people that can give the
ICO that are just going to have exposure exposure so i think this goes i mean massari
says seven billion man you also gotta think a lot of these kols like it's like say that they're
really going hard and like they're straight like razzmere for instance right like uh everybody can
have whatever opinions they want about people i'm not gonna lie razzmere is probably one of the
like top content creators and streamers just in crypto right now doesn't matter what anybody
thinks about that it's just a fact and everybody knows about it so like if those people do really well on this like
they're pretty much just going to be your paid kols forever like as long as you don't die so yeah i
don't know i see i see like an extreme bull case for there being a lot of attention on this and
being a lot of people who make a bag and then continue to shill the bag throughout the rest
of the bull market so i think it'll be fun, to be honest.
I think Bonk does fine too.
I don't think it's even like a competition, kind of like fuck you higher.
They're obviously going to compete, but that's bullish for both in my opinion.
But I don't know.
I'm not going to go crazy on bidding the ticker, but that's just my thoughts, man.
I think why not fuck you higher instead of like, oh, this shit's going to zero when it's
got the most mindshare in all of crypto when it comes to products.
I agree. Did you see the post that alon put out basically talking about a major acquisition
that they're about to have yeah i'm sure they will bro i'm sure i mean they're probably gonna
put that right they're probably gonna put that right when the token goes like because like the
ico happens on saturday and if you look at the details it's 48 to 72 hours after the ico the
token goes live so I would imagine they
launch a token Monday or Tuesday and then you'll probably see a fucking announcement on like Monday
to make like pre-market price go up and then the token has like crazy like we just acquired
Andrew Tate to fucking be a pump fund streamer or some shit dude or we acquired WAP or we acquired
fucking hyper liquid I'm just joking well I mean, everybody's got a price, right?
When I see acquire, I don't think of, like, a person.
I think of, like, a product.
So, like, are they going to acquire, like, StreamYard?
Are they going to do something where now?
Because they're really leaning into streaming.
So, I think it has something to do with streaming.
And, like, the clips.
Like, no one watches a full stream.
Most people watch clips.
So maybe acquiring WAP as like an acquisition,
now you have that like flywheel of people that actually get paid for clipping
your content,
which would bring more attention to your tokens and your live streams in
general.
So having like those big announcements to kind of lean into the live
streaming could also just bring more influence and more attention to the
token and make it go up in price.
I mean,
you just talked about Eddie gets attention and his price goes up 2x.
Just imagine a big acquisition of a Web2 company like WAP getting acquired by Pump.Fun.
It like legitimizes the fucking product, gives it more attention, and that may probably make the token go up too.
So I don't know, dude.
This is getting like I was fading at first, but then that's the more I started thinking about the KYC and the friction
and all the money that they have to spend, I'm starting to think a $4 billion evaluation
is pretty cheap for where it could go in the short term.
I could see it getting to $8 billion to $9 billion to possibly $10 billion in the first
two days of trading, dude.
Yeah, I think they could crime it even higher than that.
I'm not going to lie.
Let's be fair.
Biggest market makers in the world.
You have the biggest VCs in the world.
Biggest people in the world are trying to get uh get a piece of this token dude and we're just like we said if you just remove the fact that we're the victims
and we're the collateral damage out of this i mean it's a team of what 10 generating a billion
dollars in a time span of six months like that all just screams Silicon Valley throw money VC
what do we need to do let me just get a slice of that hell we don't even need it you to continue
with the billion produce 500 million next you know next year and we're good the next six months so
it's just raw data itself when you look at you know like overhead and just potential growth year of business
and all that it's a very easy check if you were to be writing one i want to say what's up to sam
man what are you doing sam everything all right brother how we doing brother i'm i'm good i'm
good i just want to come up can you hear me good yes sir oh these metal glasses man i was making
sure the microphone was good.
But, yeah, man, I haven't been up in a while.
You know, I've been dealing with a few things,
but it's all good. My wife is progressing.
Everything is better
than I was. I talked to you guys in a while.
I'm just, man, just hanging in there.
Messing around on
Unichain. Ain't nobody talking about it.
It's a new chain. So doing a little farming
up there and messing with those new
daps. There's that hoofment
that's coming to the Unichain and I think
that's going to get a lot of people talking
because it's
those horses or whatever. I mean,
those horse head looking ones, you know?
Right, right, right.
But I heard somebody mention in
the Foundry or just
a regular chat you guys are real y'all make a lot got people a lot of money and i i enjoy
supporting you guys and and i rip you guys forever man tdl stay poor y'all by the way bitcoin 112
like i said that guy just got fucked let's go sam like you sound the best I've ever sounded. Yo, I was about to say that too.
The quality of your glasses sound
or whatever is crisp, top tier,
bro. Better than you've ever sounded up here.
Yeah, my wife
got me these on Father's Day, so
I'm feeling...
I'm about to get some, dude. I know Chief has
a pair. I saw Oakley's coming out with their own
version, dude.
I might have to grab some just to get some
live content. Just
packages, dude. You can live stream
your packages every day and put that
on TikTok. You get a massive following. I've seen people
get massive followings for just doing
chef work or walking up the girls, bro.
Yeah, but look.
Not a bad idea.
Speaking of packages, man, y'all see that
they want to give us a buyout. I'm retiring that um they want to give us a buyout i'm getting i'm
retiring anyway i mean they want to give us a buyout the cats you know about to retire
and they give me 100 bands and i still keep my pension and my insurance i'm at 55 i'm sold
put it in bitcoin i mean obviously ai is gonna take your job in the next five to ten years
anyway so might as well get out of there while you're young and can spend them and it's not even just the AI aspect of it
Anyway, I mean just think robotics, right? I mean, yeah
The AI and the chips and stuff that that'll help, you know speedrun this but just flat-out fucking what are these the drone?
Airdrops and stuff you got Walmart drone and people shit
You got the little robots in the street of
new york just driving to people's you know buildings and stuff like that like it's not even
the oh it's robots that'll talk to you no these are just gonna be very simple forms of automation
that'll just be taking people's jobs that have nothing to do it'll still have a human component
you know it'll just take your job.
Like, it'll be a drone.
Or a cart or some shit like that, so.
Yeah.
I mean, Mord's up here.
Let's fucking get it.
Let's lean into that.
I mean, there's big AI development yesterday.
We have Grok 4, which is smarter than, like, a pre-graduate with fucking a
master's and fucking every fucking thing you ever did.
You have OpenAI that's launching their own
web browser to compete with google chrome you have japan that just had the fastest internet
speed transaction oh yeah that's what i posted that to the top i thought that that was crazy bro
one petabit you can download all of netflix in less than a second like that's the speed that
internet is headed to yo that's insane bro
that is insane now we just need like 5g to be as fast as like broadband and then we got fucking ai
robots streaming fucking like they don't need fucking all they need is an internet connection
bro but like what do you think what do you think the best what do you think is the most interesting
there is it the open ai with the web browser or is
it grok 4 so grok 4 definitely the most interesting to me um they have like a you know how like open
ai has their 200 a month plan they now have like a 300 a month plan where you get access to like
grok 4 um what the fuck is it called grok 4 it's something okay and heavy there we go grok4 heavy
which is essentially a group of agents um that all like work in tandem like parallel to each other
go over stuff and then they kind of like check their work with each other and then yeah that's
you get the output after that right um they also have an api already uh If you use that API paired with something called Klein, C-L-I-N-E,
Klein is basically, I've been saying this forever since I first saw these guys.
It's a very small team that's absolutely cooking.
Klein is like an extension you add to coding platforms, IDEs,
and you can use any models with that.
But if you pair it with that, it's the best coding agent right now.
It's the best on the market.
It's the best agent as far as like benchmarks that we have um you know period so it's it's literally beat out absolutely everything in a day which means i think we're going to see some
updates from open ai gemini and like all the other cooks out there uh perplexity also something to
look at their i think they actually have a browser live.
I haven't used it, but it's like an AI first browser. And I think that that in general,
just that tech is very bullish. I'm very interested in like a kind of a multi model
AI browser though, where you can like choose your model to use or use open source models,
right? Like if I could, if I could slap Olama and use local models
on a internet browser
and it could go ahead and do stuff for me, that'd be great.
You can already kind of do that with some tools
like OpenWebUI.
And there's a lot of other things
that have been around for a while.
This is just like consumer level now
where people are gonna start seeing like,
okay, like I have a browser I could just log into
and tell it to do like a list of things.
And it'll go ahead and like execute those tasks for me in the browser.
Everything AI, right?
Like that's, that's where we're moving towards.
And it's going to get stupid over the next five years to where we don't even like kind
of like recognize how we use technology.
And that's just going to keep happening.
It's going to keep getting weirder.
But yeah, Grok 4 is not hype.
Like I've seen a lot of people, oh, blah, blah, blah.
Who cares?
You know what I mean?
But like as somebody who's been fucking with AI since, you know, it was usable, this is
a big deal, right?
And it's going to push all these other frontier models to have to start shipping because that's
how this always works.
And yeah, you know, fucking Elon hates Sam Altman altman dude it's the competition is great it's
like bonk and pump like you want this type of shit you want it in ai you want it in crypto
because like at the end of the day that's what pushes the tech forward um but it's pretty
fucking silly dude like grok 4 is not a fucking joke you should have access to it if you're if
you're like premium plus i know that you have it like you just use regular grok 4 expert um in normal grok and it's a lot better in the chat like i've been using that a
lot and just kind of like fucking around with it but the api is a fucking monster so like if you're
a builder you're probably aware of this but if not i would suggest using it it's fucking sick
and yeah it's just gonna get better and like you said i like that you mentioned the uh browsers
right because that's that's something that's like it's kind of like shifting
the technology overall and like how we use this shit and how AI is integrated into everything
like I want a browser that is AI native not a browser that has an extension not a browser that
like you know I fucking have to go to chat gbt to use chat gbt like I want to fucking just log
into a browser pull it up and be able to just even turnbt to use chat gbt like i want to fucking just log into a browser
pull it up and be able to just even turn on voice and be like hey like i want you to do this this
that and the other and it just completely navigates the internet and does whatever i want so we're
kind of like really close to that but yeah it's it's fucking awesome bro like if you're a nerd
and you're into ai at all uh i would suggest paying attention to grok 4 and the api especially
because i think it's available like immediately right which is bullish there's just a lot to unpack there i mean
obviously elon says that he's expecting this to do new these this grok 4 to discover new technologies
sooner than later it wouldn't be shocked it is done by the end of the year i expect brock to
literally discover new technologies that are useful no later than next year, maybe end of the year, it might discover new physics next year within two years.
So we're not even having humans making discoveries anymore
that might have funding issues,
or obviously governments don't want certain technologies to come out,
so they suppress it.
You have an open-source fucking AI that's going to unleash new inventions
that possibly are already invented but now can't
be stopped because this is an open source ai that everybody can use yeah i don't think it's like
open source like i know grok 2 was open sourced and i i'm not sure if they open source grok 3 or
not so it's technically still closed source but you have access to the api and everything like that
but uh the the point that you're like you said where you know like
there are humans that do ai research that do like all of these different kinds of research right like
they're scientists groups of them that try to solve problems and are funded by the government
yeah and those guys are going to get replaced by ai like you're saying and and the ai is going to
be able to do way more like the perfect example this was a few years ago with alpha fold that we're like working on like genetics and all this other bullshit. It doesn't
like, the point is, is there was 50 years of humans working on stuff and AI was able to come
in and like solve the problem. And that you couldn't have done that with people. And like
people are kind of like vastly underestimating the fact that like everybody's jobs are fucked, but it's not about the jobs. We shouldn't even have to have jobs.
Like I'm a big believer in like fuck money in general. I think this shit's all retarded.
We're all human beings and animals, bro. Like the fact that we're sitting here looking at charts
every day is fucking faggot shit. We shouldn't be doing this. We should be living our lives.
But like AI is going to run everything. It already can
when it comes to like science, like computer science, AI research.
It's better than humans, bro.
So like the same thing is going to happen with robots, which means you shouldn't even
have to be a short order cook.
That should be a fucking robot in there.
And you should be living at home, which also brings up the question of like, what happens?
Like, do we get a UBI?
Probably.
But to me, it's like, get rid of the fucking money, bro.
This shit's retarded. But that's where we're we're going bro ai is going to do absolutely fucking everything
and the scientific research thing is a huge fucking deal like you said because that's that's
information that's getting withheld from us and it's been happening our whole fucking life what
do we pay most of our money it's like energy right and just imagine if they had the information of
like free energy that they're keeping from us well Well, AI is going to figure it out.
And now your energy that you pay with gas, you need to pay for gallons.
Now it's free because it comes from the fucking earth through like magnetic fields.
So it's like, this is going to lower costs for everything.
And like, what is money in general?
It's basically for your time.
Like you get paid for a certain amount of money for the time that you do things.
Well, when AI takes over things, then what's the point of money?
If everybody's, if AI is, you know, doing all this stuff, so it might even bring costs down.
But also, I also think the more interesting one is actually the web browser,
because I think it'll probably affect our lives quicker than this graph for.
I mean, you've heard that Johnny Ives was acquired by OpenAI,
but he's the one that created the iPod.
And they've been talking about this little pin device.
So just imagine if you have a web browser like Google Chrome
and you can like import your MetaMask
while they have like applications, right?
And you can put this pin on and you can talk to it
like when you're at the grocery store,
like, oh, I just saw on Twitter
that there's a massive meme coin on PumpFun.
Buy that for me.
You can just talk into the fucking pin
and have the
fucking robot on your other side of your computer open up your web browser and then purchase shit
dude like that's what like when we're talking about like if you read the article they're talking
about ai agents and like all this stuff so like if we're if it's basically google chrome they're
gonna have little metamask applications and you can talk into these remote fucking ai devices and have a little one
that was supposed to be like your uh assistant one it was called the humane or whatever pin
and then there's also the r1 it was another little box i thought it was like the jumper the hopper
or something some little rab i mean little rabbit thing that you'd pin onto your shirt i forgot what
it was that was the human humane ai pin or whatever is i think that's what you're talking about the little like
hard hard device or whatever that you yeah the little device if you had if you had the ability
to use that would you switch over to the open ai one compared to google chrome if you could talk
into a device and it could buy like an nft or a meme coin for you instantly so like i've actually
i've actually built this bro like you can control browsers already right so like if you have an ai
model that has access to a browser you can do things like hey go to magic eden and buy me a
bitcoin puppet and if you have the extension installed and it can click the extension it
can just do it like you can locally build that shit um but like yeah obviously like these companies are not gonna want like there's
gonna be like safeguards too because you don't really want it to be able to do all that stuff
because like what if it fucks up and just like buys the wrong thing type shit but yeah like you
could technically do it now and of course like i want that but i don't know that i want any of
these hardware devices or anything that's coming out like that for a little while. Cause it's like, we're still early on this shit, right?
Cause it's going to be the worst thing ever.
And then they're going to make a new one in fucking like six months.
It's just the way that this stuff is like exponentially growing.
And then AI is doing the research, which means it's growing even faster.
It's like, I don't even want to buy computer hardware right now.
Cause like I had a buddy who was asking me like, what would you do if you're building like an ai server right now and i was like bro i'd probably wait i would just like
rent cloud usage gpus use those and then just wait until like we get like the next generation of ai
chips and the next generation after that's gonna be more ridiculous so i don't know bro i i you can
rent gpu usage for very cheap though at this point so it's like if you really do something crazy, uh, you can kind of do that as long as you don't
need everything to be like incredibly private, uh, for whatever, for your data. But no, I wouldn't
buy any hardware, bro. I have an R1, which is all right. Um, kind of cool, but that team is also
like an old team from crypto that rugged the token, which is kind of funny, but you know,
I wouldn't buy any of the shit right now at TLDR. I'm just like, I'm excited that it's coming out, though.
You know what I mean?
And now they're all going to be competing against it.
Yeah, innovating on it and stuff like that.
I mean, obviously, the main use case for him acquiring this,
I mean, he's talking about acquiring a social media app or current.
It's all about data.
And, like, Google itself, I think,
generates, like, $500 billion in ad revenue
through their Google Chrome extension.
So obviously Sam is behind the game with data compared to Elon.
And so just kind of like taking a little bit of the data from the users of Google Chrome,
he can start implementing more and more stuff into his LLMs and stuff and advance his kind of platform in general.
So it's all about the data.
We all know this, but I was just curious if like crypto people would move over with the fact that there might be like some automated things you
could do with some devices to have you could be more like get you faster entries and stuff like
that it might be like a something that might be an edge or something so it's coming i think that's
a lot sooner than the fucking grok 4 developments so they say it's going to be launched in the next
you know few months so that's something i'm looking at. But you got Iceman up here.
What's up, brother?
I know that you might be working.
So sorry it took us a long time to get you, brother.
No, no, you're good, man.
I was just up here, just kind of just wanted to agree with this Grock 4 thing.
I caught it last night.
And it's insane compared to what, like, I just use the free shit of anything.
Just like I've been talking to Chatad gpt on my morning walks just for
random history shit but to run a business like the vending machine to make that kind of money
like there's people out here that have those vending machines but to do that with the technology
to not even have to really leave your house you'll have fucking robots
buying your stuff at costco and filling your machines for you.
It's crazy.
Bullish.
I don't want to go to fucking Costco, bro.
I don't want to go to Costco at all. Just go buy my groceries
and bring me a chicken bake, bro. Safe.
Yeah, exactly, dude. I don't have to take
my kids there anymore. Sign me up.
Dude, that's the best part about going to Costco
is go in there, bro. What are we talking about?
You don't want to go to Costco anymore yo did you know you can return anything get better i pay 150
for that membership no like like anything bro like you can buy a mattress and keep it for let's just
say five years take a piss on it uh the springs are off utility baby you literally can bring it
back and they'll refund you you You're going to get some dirty
looks, but you're going to get your money back
on a gift card and you can
go back. Yo, deadass. People tried it
and they do and they take back anything
that you buy from them. It's kind of crazy.
Bro, I do that. I haven't
bought a California King mattress
in years, dude. Swear to God.
Well, they
better. They check my receipt every time I leave. You better let me fucking bring it back if it fucking doesn't work, motherfucker. Swear to God. Well, they better. They check my receipt
every time I leave.
You better let me
fucking bring it back
if it fucking doesn't work,
motherfucker.
And we just had
50 million of shorts
liquidated.
James Wynn
just got liquidated again
if he didn't add margin.
Oh, he's fucked.
We're at 112.716.
He's fucked.
Unfollow everybody
that's telling you
to go short, guys.
I'm just telling you guys these
people are fucking making you lose money making you leave the space i do agree all coins aren't
like the way they used to be they're all-time highs but bitcoin's fucking ripping dude and like
fart coin follows fucking bitcoin so if you just put your money in fart coin anytime there's a
move in bitcoin that shit goes up just as fast so there are plays it's not all the coins but
if we do break into price
discovery here you're gonna see confidence and the musical chairs be in full rotation that's
all it really is is like people get scared they don't know if the game's about the end when you
break all-time highs it brings confidence back to the djans that the the music just started on
the musical chairs and people can go risk on a little bit more so well then you start adding consumer apps and quote unquote fun to the mix and then i mean it's the ball starts rolling right uh for example i think
that the we talked about the goblin town airdrop we talked about the token and just their emissions
but dude the game i mean they did a a really good job with UpOnly and just getting some branding on that and doing that push.
They've done really well for in-real-life activations, right?
I think over this last NFT NYC, they had the pop-up bus or whatever there.
They had people playing the racing game.
But now, I mean, for those of you guys that haven't seen, it's called Sell the Top, right?
And it's a filter that you put on tiktok and you
record yourself participating and ultimately there's a bigger uh prize pool going on so i
posted the direct link for you to do it if you have a tiktok play on the effect and it just works
on like audio and your your lips right so you just tell it to buy and it'll continue to watch
and record you and you just choose when to sell and it'll continue to watch and record you and you
just choose when to sell and it's just fun it's all for fun it's all fake money right ideally
you're qualifying through content to win real money but most of these normies don't know shit
they're gonna play the game they're gonna have fun and then imagine one of these normies actually
goes viral or has fun and then the goblin tom team is gonna hit him up and be like
hey man you won here's a grand here's a couple hundred bucks or whatever it is so i just think
that this with the oh the news and people start talking all-time highs bitcoin's gonna do xyz
the opportunity starts to come back right and even though this isn't real money i mean we see that
scammer kid pushing that DG token.
I don't know if you guys have seen that, but that's on every social media platform that I hop on.
I get someone talking about, look at this DG token. It's in the Trump wallet.
And that's just someone who sent some tokens to Trump's wallet and managed to convince a bunch of normies that this token is the next one that Trump's pumping.
But shit like that's taken off.
That dude's super influential, dude.
Like, he gets people to get on their gambling platform.
Yeah, and that's just taking off like Storm,
and it's a dumb narrative.
But I'm saying, like, when you start getting
these Web 2 crossover people
that can start talking crypto again
or play these games or have fun,
and you pair it with consumer
apps and good news i just think it starts to it's the recipe for potentially bringing retail back
it's it reminds me of the hood token back uh i think it was like four or five months ago where
everybody was talking oh this token's bundled it was bundled but this game's pumped the hardest
my guys so like yeah sometimes you just got to follow the people that are influential on tiktok
bro and they'll get their fucking retarded friends in it but going back to the goblin town i haven't
played the game is it like that rec tech game where it's like a fake chart and you basically
try to guess when yeah like literally look at the video up top you can see it and he he's he's in
there playing it um and you just you start off by saying buy and then the chart starts working
and you can just buy as much as you want and then
eventually like sell and the chart will change right and you just play throughout the time limit
and try to see who has the highest score and basically whatever your pnl is at the end uh
qualifies you for the leaderboard and just free money so you know i see a lot of games that
replicate the price is right my guy and uh this is the yodeling game on the price is right that's one of my favorite games yodel yodel yodel and then it like drops off the
fucking thing dude lord you know what i'm talking about right i fucking would wake up
i love like when i stay at home and my grandma watch me bro this is off of like the old school
price is right game yeah the yodel game bro like you, buy, buy, and then eventually it falls off the cliff
and you lose all your money.
So you have to stop the buy before it happens, bro.
That was the original greedy motherfuckers, dude.
You watch greedy people get fucked every morning.
It was great.
Isn't there like a game, a Plinko game too?
You know what I'm talking about,
is the Plinko game where you put the chips
and then it has a bunch of those bumpers
and it goes into the middle.
It's like a million dollars.
If it goes to the right, it's like zero dollars man all these games everything's a reinvention there's nothing
new underneath the sun it's just a remix and a lot of these games that come into web 3 are just
the price is right games guys just the derivative bro i was actually uh on derivatives dude there
was a i just i love when seal not non-seals right will be like oh sappy seals is just like a pokemon
derivative if you look at uh what is it, Dragon Quest?
I think it was like 1986 this shit came out.
And there's direct comparison photos of like Dragon Quest and Pokemon,
which came out 10 years later.
These are the exact same monsters, bro.
And Nintendo just derivated the whole fucking thing.
It's all derivatives, bro.
Everything in life is a derivative.
Every band is a derivative every band
is a derivative all the chords i saw i was on my live stream yesterday i was checking out the
omni fucking screenshot i was like that's fucking pokemon my guy that part so you're
i was like where's the sappy seal then i had to go back a few fucking screenshots oh there's the
sappy seal seems like the sappy seal is like the pikachu of the game and obviously there's like
a trading card aspect that's going to be involved like a digital trading card and these are just going to be like
fucking just pokemon they're the pets right they're the omni of pets like that's what they
are they're little monsters and then like this the seals will be in the game you know like i we we
play there was an open play test like a year and a half ago where we were running around as our
seals you know so it's like it's just it's a whole fucking ecosystem bro but the point being is like how many things do you think are original in this world like that don't have
some sort of inspiration from something it just blows my mind the way that crypto twitter is
always just constantly on the derivative thing irl people don't give a shit about that bro when
tiktok came out they weren't like oh this is a derivative of reels on instagram like they just
fucking used it because it was fun so it's like everything's a
derivative your favorite band is a derivative bro uh all of it is my point you're a derivative
i am you're a derivative of fucking wab bro you just wobbed with a better voice i'm just
wob but american bro man i don't build a fucking gaming company that's top tier but you know
top tier you sound like wab how do we know it's top tier all games are fucking trash i'm just
joking we'll see how it goes we'll see how it goes i mean chief you've been commenting on this
kinsey thing from katana do you want to kind of bring it up there's kind of an announcement today
from kind of a new meme coin token launch pad that's gonna be launched on katana and then also
there is a paradigm raise uh of 11 million dollars of like this stable coin i think uh developer on
katana today so i don't know if
you wanted to bring it up i saw that you're kind of commenting on it they actually got some support
from the katana page so pretty interesting to kind of see the katana just ecosystem starting
to heat up and just trying to stay on top of it because it's new you know i mean there's no token
yet there's nothing there uh there's probably going to be a katana marketplace for jpegs right
or or maybe not
maybe they just go with magic you know but it's what you see with any new and emerging ecosystem
lending protocol or platform and polygon i mean polygon i don't know if anyone saw but in terms
of net inflows is the number one on the charts over i think the last day or two right 24 to 48 hours
um and that's just their stable coin processing i mean going crazy and that's the idea of
implementing cantana is to tap into all that stable coin liquidity and start putting it to
work through d5 pools and just the ability of you know restaking liquid staking etc so um i'll post
that up top uh for you guys to check out and then a lot of their posts a lot of their posts
were like deleted bro i couldn't read the whole thing that they're trying to do but i guess this
is a meme coin what's up who who kenzie oh that's what i was saying like i didn't know who you were
talking about yeah um this this is just the only one. The one I posted up top right now.
This can do a launchpad in the upcoming days
with special rewards for the users.
It's going to be a meme coin launchpad.
So basically a pump fund for the Katana chain itself.
That's dope.
And then I guess the other one was the big seed round
that happened through uh
paradigm um it's called
augora and they have raised 50 million series a round led by paradigm with additional
participation by dragonfly yeah that's the primary stable coin that's going to be on um
katana right that's katana's main stable's going to be on Katana, right?
That's Katana's main stablecoin, similar to how Barachain has Honey.
Then you kind of just go through different variations.
Ultimately, USDC, USDT, those are not necessarily proprietary,
but those aren't backed or controlled by any of these chains or ecosystems.
chains or ecosystems so most of them spin up their own stable coin version but yeah the agora
So most of them spin up their own stablecoin version.
a usd is what powers all of uh the katana or willpower all of katana's ecosystem especially
because it's stable coins uh like and processing from polygon a lot of it's going to be uh more so
stable paired with rather than paired to just like chains eat soul or anything
like that right or ecosystem tokens it'll probably be paired to stables and majors
and then pinned up to the top two you have turtle club opening up um the ability for you to farm
right and this is kind of a staking farm a locked up farm currently if you deposit on katana now
uh it's fluid so you can go in take your money move it around do whatever you need to do
rather than if you go through a third-party company like a lombard a turtle club any of these right
euler egan um you start paddle on, sorry, you start going into like actual
staking lockups for 90 days with set APRs and rates, et cetera. So pinned up to the top. This
is interesting because it actually tells you exactly how much cat token you're getting,
right? Which is something that we've not even seen or know how they made this ratio, right?
not even seen or know how they made this ratio, right? So it's 9.5 cap per $1,000 staked per day,
10% cap boost if you invest over 90 days, T-bin powered native yield for AUSD, and then estimated
48% APY. There's just a lot of stuff that's happening. I mean, when Bitcoin hits all-time high,
obviously we have the thing on Plasma.
Plasma's doing something on the 17th.
That was all the rage like two to three months ago,
or maybe it's like two or three weeks ago.
They're doing a public sale on July 17th.
So if you want to get that Plasma token, that's happening.
And then we have that kinetic thing on hyper liquid
i think next week too we have the pump fun token we have the decks we have the alex becker and uh
yeah i just put that up to the top that goes live tomorrow uh it's alex becker and what was the
other guy's name bro elio elio trades there you go uh this is their new joint venture it's pinned up to the top for
anybody that's interested uh it is a new dex that's coming out probably have some incentives
some early sign up bonuses etc so yeah that there's just a lot of stuff happening everybody's
like where's all the liquidity going well if everybody comes back to the space then maybe
that replaces the liquidity that uh is leaving. I don't know, dude.
Like, I just feel like a lot of these people work with market makers and they're like,
don't launch, don't launch, don't launch. We're going to pump the market mid-July and that's
when you want to do it. So I feel like there's some kind of a background agreement with a lot
of these people like, we'll pump the market to make your token not fucking be a cash grab.
And then there'll be enough liquidity in the system. So all the coins don't fucking go down.
You don't get the heat for that.
So I don't know.
It's kind of very, very weird that you have Plasma,
which was the biggest fucking thing since PumpFun had their raise.
I think like 36 wallets got it.
And then they're doing their raise next week.
You have PumpFun raising next week.
You have all these fucking big ass tokens raising next week
and the market's pumping right before it.
It's just very convenient for them to launch in just bullish markets right like it's all coordinated right
and so it's just very interesting i saw something that it was uh kind of like i don't know if it's
a development we started seeing like banker bot and all this stuff and uh basically you could
basically buy and mint tokens using twitter there's a new one called Beamer. It basically just unlocks ERC 20 drops on X.
You can now launch a full NFT collection with nothing but a post.
No site, no wallet connection, just X in the blockchain.
How at worst, start your post with something like,
hey, Beamer bot, create this collection.
Then include the name, the description, the max supply, the price, and the base URI.
I guess
is on base once post everyone can mint by replying yes minting by reply fully on chain this changes
everything read people minting less spam and bots oh yeah please and identify built uh into the mint
shout out to PVP PIV PIV for dropping the first Beamer 721 collection. And so maybe you'll start seeing
more fucking tokens starting to get
launched on the timeline or more NFTs being launched
on the timeline using this. This is on base,
which is a fucking shit chain for NFTs.
But definitely something that I found
was interesting this morning, that fucking launch.
So that's something to look at.
And I don't know if there's anything that comes
from it. But yeah, now you can launch collections
by just commenting on the timeline.
So why even need a bot anymore, right?
So definitely interesting times.
And then we had Snoop Dogg basically fucking grift fucking, was it $18 million, bro?
Like, I don't know, dude.
Fucking bro, watch Telegram.
Did you see the music video, though?
It was all AI generated, dude.
Bro, he was banging. He was banging on that music. That fucking, I'm not going to lie, that Telegram music video though that was all ai generated dude bro he was banging he was banging
on that that fucking i'm not gonna lie that telegram music video was insane i couldn't
believe that was real bro he didn't even know the words bro like look at it like he didn't
know the words that was an ai generator they put that in the chat gbt to make a fucking
rap song about telegram gifts like almost 30 minutes to sell out and it took wild fucking
less than a minute to
sell his sticker packs bro so who's who's the real og you know i mean i don't know dude like i think
he in 30 minutes he made i think it was 1.8 for each of those 1.8 1.8 million for each of the
fucking collections there was like five so he made like nine million dollars or some shit dude yeah you guys are mad at moody
over here bro why don't you study fucking these uh why don't you study these outside of the space
and then azuki's coming out with the second pack my guy amazing let's go so yeah so azuki
sticker pack number two is coming to ton and telegram this week too if you looked at the data
of how many how much money these people
have made i think board apes made like 1.9 pudgy pingos make 2.5 clan of swords made like 119k
and azuki made 250k so they're sitting there like they're sitting there like bro board apes made
like twice as much as us let's fucking grift again and let's do another pack so we could go up to 250
to a million bro so this is like the new way for projects to get more runway uh without affecting their original collection is launching
these fucking sticker packs i can't they're not as cute as the seals i'm not gonna lie um i've
seen the sticker packs i've looked at them all how much were those seal sticker pack was like 40
bucks i think at an all-time high of like 130 right so i've only made like 45k i think it was 60 right like you
made like 60k off that but i don't think that was the point obviously is like making the money it's
like he doesn't need to fucking do a raise of 60k bro but i think they're cool like they're getting
used all over the place too so it's just proliferating the ip you know what i mean like
i think that should be the goal not to like do a raise i don't know what these fucking projects
are doing with dropping multiple sticker packs back to back to back
that seems kind of like just make a really good one but you know whatever i think i think what
might happen here is like obviously snoop dog launched gifts which is actually backed by
telegram a lot of these motherfuckers are launching sticker packs to a third party called sticker bot
what i'm starting to possibly see is
telegram being more open to launch official gifts on their platform and i think snoop dog is kind of
the the rise of that so you might see an influx of gifts and like obviously the stickers is the
first grift by a third party might you might see fucking punchy penguins start launching gifts
with a with an additional range of like $14 million. Just imagine if they can
launch 100,000 of these things
for $40 a pop. Now they can
raise fucking $9 million on Telegram.
So this might open the flood
gates for GIFs, which are officially
backed by Telegram instead of just these
third-party stickers, which Telegram gets no
value from. So I think
they're starting to see this and say
fuck them, fuck these stickers, let's launch GIFs so we can make fucking money see this and it's like fuck them fuck these stickers
let's talk to launch gifts so we can make fucking money off this and we'll just open the floodgates
so anybody can create gifts which might bring an influx of of dilution to the gifts it might drop
like the original collections maybe the plush pepe's never drop but if there's an influx of
supply of gifts it kind of makes it less rare in my opinion so just something to keep your eye on
if that's actually because snoop dog is you know is launching gifts so i'm just imagining like what
what's stopping like a pudgy penguins from launching gifts if you know if they let snoop
dog so i'm just thinking to keep that in mind uh when you're looking at this and if it's officially
launched by telegram those stickers are going to go to zero and the official pudgy penguins gifts
are going to be the ones that are going to be valuable so just keep that in mind dude um she's left but like i
did comment before the show started if you guys like and repost the space in the thread that i
talked to satoshi nakamoto and michael saylor and they said they're going to pump the token
uh bitcoin all-time high and guess what guys we hit all-time high so i do appreciate all the
engagement on the space that's what it's all about you guys liked and reposted and we got bitcoin to all-time high so
shout out to y'all we did it we liquidated james win we won dude and uh all the bears can get
they're probably still calling top like i don't know maybe we need to get to like
i feel kind of toppy bro i don't know dude feels kind of toppy, bro. I don't know, dude.
Fuck these bears, bro. It feels kind of toppy.
It always does, bro.
You've been here for so long, you have PTSD like a motherfucker.
Fuck these bears, bro.
You think any kind of green candle feels like a top to all these fucking dudes.
You back, Chief, bro?
You got something you want to bring up before we end the show?
Yeah, I just posted it up to the top.
We got Supermon.
This was a project it was the
deconstructed pokemon by eighth project right uh adam hollander shielded it uh he works for open
sea a while back these ran up um crazy numbers really some of the altar like the rare pokemon
uh fetched anywhere from nine to ten eighth currently sitting anywhere from 9 to 10 ETH. Currently sitting anywhere from 1 to 2, right, in preparation for his second generation.
Price is 0.25, even if you win or if you have whitelist.
What I got pinned up top is an open edition that will guarantee you a spot or get you an opportunity to mint the 0.25 mint, right? So
you mint the open edition, you participate in the raffle. If you're chosen, you then get to
give them more money. Not that there's anything wrong with that, but just want you to understand
the dynamics of this as well. I do think it'll change a little bit just in terms of the margin for return, right?
Ultimately, you had the Adam shill when it first dropped, and that's what really sent
these.
These kind of were sitting for roughly a couple of days, actually, before they even fully
minted out.
And then Adam said, hey, I minted one.
I like it.
And they kind of took off, right?
Not to say or invalidate the work itself.
Right. But this is just one of those moments that as an artist, you stay creating. And then
whenever it's your time to hit the home run, you take the home run and you run and you know,
you enjoy it and you do well by it. Right. So this is him doing that. The collection size
is still small. So I do think there's room for gain i would just be looking at
the total supply number of the open edition and see how hard you want to go and where your margins
will land because you then once again still have to buy the piece for 0.25 uh it is kind of a
speculation raffle too because if you hit a nice pokemon you know charizard or some shit like that
you're about to get paid.
So, just something to keep in mind if you guys are participating in an opportunity to collect a dope piece of artwork, just if you want one.
But there's also an open edition raffle attached to that.
And then lastly, for those of us that are down super bad on SoFan, they allowed you to stake your dust to get more dust and then you know
farm aura so if any of you guys are trying to farm aura because that's what it's all about nowadays
um check out your remolux and just the parameters on what it is to stake it and then start farming
aura points and then hopefully we can at least get to mint price with these
yeah maybe doing that yeah probably not bro we had two minutes on ordinals one was on trio was those pennies those are up to those are all done though yeah those all sold out like instantly
so the pennies were good it's just good to see like actually like things minting out and actually
going up in price and not like capitulating yeah the pennies were a free mint those all sold out
and i mean they're sitting
at roughly about a hundred oh no sorry when i checked they're at 200 plus yeah yeah uh and
then you had the knots that were roughly 88 bucks uh we had a collab we talked about them here on
the show etc uh and those are sitting at roughly a little bit over mint price at about 100 bucks or
so um and yeah those flew though right the knots flew when it came down to public and guaranteed and so that
was cool to see just the demand aspect on that and good price point good supply number it's a
collection of 190 so just something to consider if you do want to participate or pick some up
off of the floor yeah small collections on both of those.
Weren't they under like 200 or something?
Yeah, 190 and then 100 on the other one.
So 150, sorry.
That is the meta.
Keep them low.
Don't waste my stats.
That's how it goes.
Appreciate you guys stopping by the Daily Alpha.
I'll leave it here for Chief Dindit.
I'll see you guys in the Foundry and I'll see you on tomorrow's show.
Yeah, appreciate everybody that came up. Appreciate everybody that contributed.
Lord Arv, Sam,
Iceman, everybody that likes and
retweets the space. It's what helps
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We will have
a thread that goes out after the show's
over. It's a summary of everything we talked
about. Use it as a reference for when you're doing your own research later we appreciate any likes interactions
on that helps us grow the community and also get more opportunities we do this tuesday through
saturday 11 to 12 12 30 just depending on the conversation at hand it's tda or stay poor catch
you guys in the foundry be Be safe. Don't get rugged.
And y'all have a good rest of your day.
