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THE DAILY ALPHAβ»οΈ
Recorded: July 19, 2025 Duration: 0:57:33Space Recording
Short Summary
In a lively discussion, crypto enthusiasts explored the intersection of gaming and film with the upcoming Mortal Kombat movie, while also analyzing trends in the NFT market, including the impressive growth of Moonbirds and the challenges faced by platforms like Magic Eden amidst recent departures. The conversation highlighted the dynamic nature of the crypto landscape, with participants sharing insights on upcoming projects and market movements.
Full Transcription
Thank you. What's good? Happy Saturday, guys. Happy happy weekend appreciate you guys stopping by
those are probably people that are finally off work and uh get to listen to us live so we do
appreciate you guys stopping by have an hour show here for you guys just to wind down the rest of
the week go over some miscellaneous topics just have some fun if you guys want to request stuff
feel free keep it uh light and easy today.
I know a lot of people are probably with their families or just doing other things.
So we really appreciate you guys.
Like and repost go a long way.
Allison's Threads is up top.
So if you guys could give that a little love, that would be greatly appreciated.
She's been doing that for a while, guys.
And any kind of love keeps her going.
I mean, just 30 likes on that five bookmarks
I think that's kind of piss poor in my opinion for someone that shows up daily and does this
So if you guys want to keep if you guys want us to keep showing up you guys got to show a little more support than that
I mean, come on. It's not that hard. It's a it's a like it's a bookmark
You wouldn't even show it on your timeline. So really appreciate Allison doing it
I feel you Allison sometimes when we're doing this it feels like we're talking to the void It's a, it's a like, it's a bookmark. You wouldn't even show it on your timeline. So really appreciate Allison doing it.
I feel you Allison.
Sometimes when we're doing this,
it feels like we're talking to the void.
No one's, you know, but trust me, people respect us.
People respect you.
We love you.
Sometimes people just take us for granted
because we're too available.
Sometimes that's the problem is that we're here every day
and we're too available.
And sometimes that turns into,
oh, I'll just do it next time
instead of actually doing it the first time they see it.
So appreciate, Allison, for always doing that.
We love you, Allison.
Thanks for always doing that.
And, man, something I wanted to ask you, Chief.
Don't watch a lot of movies, bro.
But did you see the Mortal Kombat that came out probably just recently?
The one with Scorpion and Sub-Zero.
That one.
Did you see that one?
Dude.
I didn't watch it.
Or I didn't even know there was a new movie out.
Well, they had one probably, I think it was during COVID that came out.
And it was awesome, dude.
Like, I don't really watch a lot of movies.
But that one right there was, like, amazing.
And they have a new one that is coming out in October.
They just launched the trailer for with Johnny Cage or Johnny Cage in it.
Dude, these things are very, very well done.
Back in my day when we first had the first Mortal Kombat movie, it was like claymation and shit.
Like a lot of the stuff was like during like the early 90s.
It looked horrible.
Now they have
mortal kombat 2 coming out dude this one looks amazing it's coming out on october 24th i'm
looking forward to seeing this movie man so i know we don't talk about movies a lot i don't even watch
that many movies but the last mortal kombat was sub-zero and scorpion was probably one of the best
movies of that year and they're finally coming out with their uh i guess the number two of them
with johnny cage which because johnny cage is like the hollywood
figure and uh they basically pull him into the mortal combat realm and then it's basically you
know fight to death fatalities and shit like that so obviously you don't watch it so i can't really
like reminisce with you i'm a big movie person but just just not so much Mortal Kombat. I'd rather watch movies than watch a TV show.
You know?
Gambler, did you watch the first Mortal Kombat that came out in 2020, 2021?
No, I remember.
It rings a bell, but I don't know if I ever watched the whole movie.
I was a big Mortal Kombat game guy.
I mean, who wasn't, right?
Mortal Kombat is classic.
So the new one's going to have some good graphics you're saying oh i mean it's it's not a game it's actually a movie but they have like
real people actually playing it but i mean if you guys if no one's in this space of seeing the first
one that came out in 2021 i would go suggest watching that that is one of the probably the
best movies of that year and so that that would be a treat for you guys to go watch today.
I think you could probably pull it up on Amazon Prime or something like that.
But they have the trilogy, I guess the next one coming out on October, which is basically Johnny Cage.
Which at the very end of the 2021, they kind of show you, you know, hinting at like they're going to go get him and stuff like that.
So these are really well done.
Back in my day, they were not well done
but uh yeah the whole mortal comeback uh movie scenes coming back in play so i just wanted to
let you guys know that's coming out the 24th of october i'm gonna be watching it maybe we'll
live stream it in the discord i got all these pirating apps and shit bro so you're gonna go
that's good to know bro because unfortunately i mean movies and media in general i mean don't
get me started but it's just so watered down nowadays and then when they base it on like a video game or even
just like on another book or on whatever else but on a video game it hasn't resulted in the best
movie so to hear that like the 2021 one was okay and you're looking forward to this one like i'm a
big fan of movies like chief said too so like i can appreciate like good media and so it's good to hear that they're like actually putting some work
in and who doesn't love mortal kombat right fuck yeah dude it's one of the best video games ever
created dude the fatalities all the little secret codes you were able to do back in the day man
man that was before like they had like the teenage warning on the on the pack and you could like rip
people's heads off and shit, dude.
Like, your parents didn't know.
Like, my parents were like, don't watch Beavis and Butthead.
But I was in the other room playing Mortal Kombat, ripping fucking kids' heads off.
So, yeah, bro.
Mortal Kombat's dope.
Appreciate Gambler coming up, bro.
How are you doing?
You got any boxing matches coming up, my guy?
You know, I actually, I have a confession.
I actually had one a week ago, a little over Friday, last Friday't i didn't post nothing about it
i did record it so i'm getting better learning but uh i got i got some things to to work on for
sure but having fun when you get like a fucking polymarket betting odds on you next time i'm
saying that was that was like one of the top comments on my first post like how do i bet on
this i'm like at first i'm like shit we went polymarket but i'm like dang how many of these
motherfuckers are gonna be betting against me shit and how much fuel will that give me uh but
yeah we'll see how we'll see how we can set that up i just don't know what people in this space
actually do man i guess you guys all on crypto or something because like i asked people like do
you guys watch sports no do you guys watch movies no do what do you do? Like, I collect little boo-boos and fucking smoke weed. I'm like, oh, that's fucking cool, bro.
That's cheap.
That's definitely a huge problem.
What do people do in this space after the space is in?
They're like, do we just all concentrate on crypto?
Do we have any other hobbies?
Like, I'm big into fantasy football and fantasy sports.
Bro, hobbies don't make money.
The fuck am I doing?
This ain't, this is a full-time job.
The show don't end when, I mean, the job don't end when the show's over.
You know what I'm saying?
That's balance. It's good to have balance and I do make money in fantasy football, bro
I mean, I mean no no. Yeah, I go like that makes sense
But that's kind of how I see it as this is our full-time job
So to me that the job ain't over once the show's done. It's not like freedom mode
You know like still cooking still clicking buttons till shit the wife get home at six o'clock at night like a regular job, you know?
At least for me.
He's the Kobe Bryant.
He's like, job's not finished.
I'm like, bro, it's never finished.
It's 24-7, 365, dude.
Until we got the house that I want and you know what I'm saying?
The little physical shits that we want to accomplish.
Job's not done.
That's when we go on push our toes.
I feel you on that. I mean we I mean you see moon birds up to 1.25 I mean call that yesterday
Literally on the show and the day before when it was at 0.5. It was that combination with camp network
If you guys shit yesterday on the shows at 0.9 when I first wrote when I brought it up again that it had slightly gone up
Yesterday on the show was at .9 when I brought it up again that it had slightly gone up.
But that camp network, man.
I mean, like I said, if you guys listened this week, that was an easy play from .7 to 1.2, 1.3.
So almost a clean 2X.
A couple grand, too.
I heard it was Towns, XYZ.
Towns, yeah. is that the same as camp
or is that two different ones no this is a towns like network towns is like a um a protocol where
you can get together and farm a specific uh chain right but no it's not it's separate from camp
network it's not the same as trailheads or any of that gotcha gotcha i mean like as soon as i mean i was on the show kind of speaking the gospel about spencer man i was like
yo like he's taking over moonbirds like this dude's probably one of the more connected people in the
space uh we even brought up wallets that accumulated uh moonbirds were above like the average wall was
above five hundred thousand dollars um so i mean I was saying like under one ETH,
these are easily going to go above one ETH.
And they're now officially above one ETH.
I guess Asia woke up and swept the fuck out of these.
Well, this is one of those things too,
that I wonder like how many people are actually aware.
Cause like I, you know, you kind of assume,
or I tend to assume like everybody knows what I know,
but it's not true right and the
more time you spend in one place it's absolutely not true and so like I wonder how many people
hurt have you know are aware of even who Spencer is right because I used to listen to him on the
Nifty Portal show right their daily show they were one of the first those without the Bodogos crew
they were one of the first if not the first up there with like benjamin cohen on youtube they were putting out content on youtube
forever ago and spencer used to feature on there and that dude is a big brain i mean to put it in
my simple fifth grade terminology he he is a big brain mfer he thinks about shit he he and his fund had one of
the most monumental trades up there with like uh rex and i think it was osf's uh trade with the
board apes right with the pudgies he had one of the best him and his fund had one of the best
trades with those pudgies i mean he cooked on pudgies i mean he was one of the best trades with those pudgies. I mean, he cooked on pudgies. I mean, he was one of the first big, big whales that I remember
that really got into it.
And so anyway.
And he got all the FPA or the Alameda liquidation pudgies, right?
That was one of the biggest wins for him is when he bid on that lot
and he basically had all the pudgies that were going to be defaulted.
He was able to buy them all as a as a lot
Oh, I think it was an average price of I think like 15 G's per pudgie like it was crazy. It's very very good win
he is he is
Not someone to bet against he is not someone to bet against and then also couple that with
Proof right how? How many people, like, again, we remember, but how many people don't even know?
Because, you know, it's been years.
Proof Collective is the original holder base of Moonbirds.
Proof was at 100 ETH.
Proof was at 100 ETH? 100 ETH. 100 ETH. Proof was at 100 ETH.
Then Moonbirds dropped with Kevin Bros.
Then it went up to 40 ETH.
I mean, this is stuff.
You just don't forget it if you were there.
It went up to 40 ETH in like two days.
Crashed like crazy.
And then they rebranded, you know, over time.
We ran into like art big money
big money big money over there and with spencer at the helm um again shout out td you guys called
that as soon as maybe even like as soon as the news dropped they were like 0.3.4 i remember
yeah i mean it's not we're we're we're wrong we were just early right and you just got to wait
for people to understand like who Spencer is not
everybody's locked in and knows these people like we do.
And like,
I kind of pattern match it to similar to how a lot of people during the
2020 age, whenever Ethereum broke up and we had a Gavin,
Gavin Woods moved to Polkadot and then Charles Hossinson moved to ADA.
Like if you were around and you understood
who were the ethereum builders and seeing them part ways you could have got into those and it
was just a matter of times that people caught on like oh these are the good builders these are the
people that actually make projects move and that was kind of similar when i saw spencer i'm like
he was a big reason why pudgies add the thesis and went to so high is because he was backing
them he was also a big reason why d gods went to 10 eats because he was one of the whale groups along with pokey and so those are if you
see him as someone that people create narratives around now he has his own project i was like
this is easily going over the one eat now it's just like where does it go from here like if he's
already getting airdrops for his community, he's already doing sticker packs. The average holder of his NFTs or like average wallets like $300,000 or more.
Like do these go to, are these the next pudgies?
Are these going to two?
Are these going to three?
Are these going to four?
So it's like, I don't know.
Now that we see the validity of this guy and now it all makes sense.
Where is the limit for these?
Is this still a buy at one ETH?
Even though it feels like
you missed it could these go a lot higher and i think that's what people are trying to figure out
now i mean he's already like i said he has some some of the biggest connections and as soon as he
took over moonbirds he was probably one of the top founders just behind luca uh of an nft project
in the space so it's like that's what you're betting against and all these connections and
obviously he has a massive massive connection with with Asia because that's looked who swept the fuck out of
these last night.
So it's interesting to look at,
I mean,
this kind of seems like in a T season is kind of heating up.
We just had a sweep of pudgy penguins to this morning,
went from 24 K up to 50 K massive sweep.
I mean,
you guys are tapped in.
You would have saw this coming.
You saw all of the people changing their PFPs.
You saw Pingu going up in price.
You've seen all the announcements.
And then, wow, there's $600,000 swept the pudgies up basically a 2x from where it was just yesterday.
So just kind of makes me think all we really need is a little consolidation here for the crypto prices.
Like, you guys notice, like, Bitcoin's going crazy.
Ethereum's going crazy.
There isn't a lot of alpha because people are just leverage trading. But now when we get in
this boring season of consolidation, that's typically when we see the projects come out
with new plays, meme points pop up, and we see NFTs because now we have like a steady currency
that we could trade at these levels. And you're starting to see kind of the beginning of the
main collections getting swept. And I would imagine this kind of cycles down into other ones i mean
the one i think is next is bad buns um they're at 0.5 similar to where moon birds were just yesterday
and uh mega eth is basically gearing up to do mainnet relatively soon. And as soon as that drops, I think Bad Buns goes up in
price crazy. Just with the announcement of MegaEath going mainnet, I mean, I saw Bread.
He was kind of showing his travel kit. He says, I'm going on an eight-hour flight.
You guys know the founders of MegaEath are from Asia. Boy lives in LA. Eight-hour flight would be
directly to Asia, which if you're
going to have your main marketing guy go over there you're probably setting up some kind of
announcement of an announcement for your main net and they also are ramping up their socials
three days ago the fastest they just kind of posted like this newt or this lizard and kind
of showing how fast they regrow
their limbs so i do think if mega e has an announcement in the next week or two of their
mainnet and their you know their fluffles i think that pumps the bad buddy's price
that's an axolotl that's mobile yeah that's okay yeah that is yours yeah that's literally what i
got i was like yo that's kind of crazy uh but yeah that's a fun
fact about axolotls they're the only animal that can fully regrow everything besides his brain right
he cut off his brain is dead but any other part besides his brain uh he can regenerate it's kind
of fucking weird yeah they got like the bamboo one they have a hummingbird so the past four days
every day they have a new marketing campaign of like the fastest growing plant.
And before that, they were just doing like retweets of other people talking about MegaEth and stuff like that.
So I'm thinking that MegaEth mainnet is going to be live in the next two weeks.
And I think once that announcement happens, you're going to start seeing people position themselves into the mega eth um nfts
um for airdrops and other things and uh i think that's going to push up the bad buns price from
like 0.5 where it is probably to 0.75 or maybe in one eth so i think would you would you play
oh well i guess bad buns is more so a mega eth play i was about to say i'm also looking at good
vibes club right i mean like i said though what what I put on the radar earlier this week was the Moonbirds, the Rods.
But now as we see this kind of plays, like Bad Buns is a good one.
And I would almost say Good Vibes Club is something that I've kind of just tried to keep my eye out on.
Right?
I mean, Milady settled at 2-5.
So a little half-Eath move, but hasn't continued to go up you know so i think that
that's more or less has found its new floor maybe slow grind to three but good vibe club i still see
it and then maybe moonbird um adjacent right you got oddities and you got mythics too uh i mean if
you got to consider kind of exposure access into that ecosystem and they also get
access to the town's uh little area so it's not only limited to moonbird so if you are trying to
participate or whatever i mean they're slowly on an uptick they're still at 0.14 when we first
started talking about mythics it's been a 2x but it's also been a month, right? So haven't had much movement yet.
Could be a lagging indicator.
Yeah, I just think we're just kind of getting into,
okay, which collection hasn't been swept yet?
And then they'll get swept.
So Gambler, do you have any plays that you're looking at,
if you guys that you think that might, you know,
have some nice positive price action here in the next month, brother?
Yeah, I mean, you just got me checking the charts right now because i've been i've been busy
i haven't really been locked in but i think we had our little nft meta actually i don't think
we're there right now i think there's always something cooking on the nft side on every side
but i think we had our little nft little you know kind of moment uh maybe a month or two ago with the bad buns
with the drew meleo there was a bunch of stuff cooking uh but i'm a simple man bro i i went
straight to the puppets so i went to check the puppets i like bitcoin i like art on chain i like
bitcoin puppets uh and i did very well i don't know if you saw the not mint.
That was like a week or two ago.
It was like the black and white.
It's called not.
It was literally like smiley faces or anything like that.
I mean, that was essentially some got free.
Others paid 80 bucks.
And they're sitting at roughly 200, 250 or so.
Like a nice little 2x.
Very simple.
Very just same thing. Like a nice little 2X. Very simple.
Very just same thing.
Smaller collection.
It was a collection of 190.
So small little, like these little Bitcoin one-offs, right?
Kind of creating these similar small cabals rather than just minting everything.
I love the small collections on ordinals.
Those are the best, like under a thousand bro so it's just a simple it's just a simple thesis man like i think art on chain makes sense
i think the best chain is bitcoin and i think that culture matters you know it's a bet on
culture like puppets man puppets are ombs puppets I don't know so much about I mean hybrid wizards and cats has kind of gotten a little muddy
So I don't know but omb's puppets
There's one other that I'm wizards of ord is a good bet ways. They're looking at park
To park money betting on life was not bad
Sense is still one of my picks right leading up in our basil i think
sense will hit that one grand range re-tap uh all-time high they've been consolidating for the
last three months so if you can get an entry into sense i mean that's that is collected and talked
about even on eth circles as a contemporary and unique experience right so sense is probably going to
be one of those sleepers that consolidates until it's none available and that's typically what art
does anyway so based angels sitting at three hundred dollars yeah i mean what makes price
move in this market especially nfts it's free money right it's i mean obviously the town's airdrop
made the made uh moon birds go up mean, obviously the town's airdrop made Moonbirds go up.
We see, obviously, the Abstract ecosystem possibly being the reason why Pudgy Penguin's going up.
Obviously, we talked to Chris yesterday.
He was talking about possibly incentives or XP boosts for holding NFTs.
So maybe looking into a Dremelio, Final BOSU, FUGS,
with the announcement of some stuff with TGE, with Abstract, that could be something that could with the announcement of like some stuff with tge with abstract that could be
uh something that could rise the price of that so then obviously you have hyper liquid um maybe
they're gonna drop today of latina coin did you see that if you had a hype yo you got latina coin
airdrop to you three hundred dollars of some big booty latina coin there you go so yeah just and
then a Bald Brothers
is talking about these vaulting things
you could vault inside their NFT.
I don't know if that means price action,
but also another hyper liquid NFT
that could possibly give you some free goodies
here in the near future.
So just kind of looking at,
if you're looking at NFTs,
kind of look into the calendar
and see if there's anything on that chain
that could actually bring free money to the NFT.
And you probably see price action that follows.
So those are just a few that I, that I can think about the top of my head.
Speaking of NFTs, I just got to shout out, uh, fearless bulls real quick. There's super OG
collection on Solana and I've been messing with them for a minute because, uh, they function
like somewhat, they function like a doubt, like a doubt Dow and so what they do is they tie their
fearless pools jpegs to different syndicates they call them and where they invest in different metas
you know they have a runes one they have so they have a hype you at one and so I have exposure to
hype you via three different fearless bulls that I own that are tagged with like 10% equity in one and one
hype yo so I like 30% equity and like one total happy oh it between those three so fearless bulls
is cool sometimes people do list their you know their syndicate tied fearless bulls and it can
be a cool way to get exposure sometimes you can get some deals because the liquidity is low because
it is that's one thing it considers the liquidity is extra low because it's like you have to list it above floor nobody's
looking for it unless they're in the collection so you're kind of stuck holding so it kind of
gives you a way to like kind of force yourself to hold but fearless pools are cool hypeos are cool
also i was thinking sitting here listening and thinking that i was thinking about you mentioned
buns that made me think about my hype bo exposure that I was thinking about, you mentioned Bunz.
That made me think about my hype PO exposure.
That made me think about hype.
And that made me think about the pump news that you can short and long and short from, or excuse me, Phantom, not pump.
Phantom, the Phantom news.
You can long and short from Phantom now.
That's pretty cool.
Yeah, dude.
I've been doing it.
It's fun now that i don't
have to sit on my computer and do it now when i see clemente doing a dance i just automatically
short and make lots of money dude and when i see easy bull posting i automatically long so
it's really good to be mobile and have notifications on for the two bottom and
top signals you can make a lot of money i mean easy yesterday so this is the bottom
at like 40 cents i longed it with 5x leverage i made like
four that four hundred dollars in like 30 minutes bro so yeah dude it's good to have a
herps trading on phantom now now especially when you have notifications on for bottom and top
signals i think the last one i want to ask you chief i mean i saw a preview of steady teddies
yesterday uh maybe it was just two days ago of them in an airplane is that i mean when i
think of airplanes i think of airdrops is there any uh rumblings in the whales i mean that's always
been the speculation of steady coin are we getting close to possibly something that happened with
steady teddies that are going to make we're talking about free money right like so just
trying to thinking what the advertisement they're doing lately i don't think it's teddy
i don't think it's teddy coin i think it think it's Teddy coin. I think it might be something adjacent again.
Similar to how...
Remember Paddle gave out free, what was it, $150?
For anybody that deposited their Teddy in there.
I think it might be something related to a partner collection.
That's one thing that I mean...
I don't think anyone can discredit them.
And it's part of the reason why I'm so bullish.
That team at least is trying to reach out and bring value from outside of Barra, right?
I mean, you can only do so much with the people you've already been chilling with for three years, right?
It's not like this is new to the Barra ecosystem or the new to the Barra people.
So Steady's bringing in like, yeah, Paddle paddle you can go and lend and loan on bear but it comes from base right and it came from arbitrum
and it was the number one uh loan provider for jpegs on arbitrum and then it has the ability for
eight points so it's like you're bringing in these cross ecosystems and trying to almost kind of uh i guess you'd say cross pollinate right they got the sucking it i don't know how the
fuck you say it the sustenance uh chain or protocol collab or whatever for their people so
i don't know i liked it i like that aspect right uh bad buns collab for for the teddies holders so
really doubling down on that um i think teddy is coming close, but I'm more so I think Teddy is waiting for Baruchain itself to be stabilized.
Right. On the 22nd is when 1.2 fully gets implemented.
And then you start having 33 percent buybacks on the token.
And then the new flywheel more or less starts. Right.
I think I mean, you only have one chance to do a token and in reality it's like yeah you can do it when there's a little bit of attention and mind share
but at the end of the day if the the token and the underlying token that you launch on isn't
worth shit like what's the point right when you can just sit back in the cut and just bring value
otherwise other ways as well uh And then do your token.
Because that's another thing too.
Most people use all their cards and then tokens are last resort.
Right?
At least they're being able to pull some cards out and keep people engaged before they have to go to token.
And then they still have that ace in the hole.
Okay, cool.
We've been consolidating for five months.
We gave you XYZ.
But now it's time for whatever the fuck you guys have been wanting. That's one thing too, bro. You never see when
Teddy in any of the posts. I think when you start seeing that, that's when maybe they got to think
about it, but at least the people aren't even bitching like, when's the coin coming, right?
So yeah, I think maybe look into paddle, depositing your teddy into paddle and i did see
dev uh talk about they're implementing gold so you'll be able to take loans out on actual physical
golds and precious metals through rwas uh they just partnered with some type of uh metal company
right i think they have silver gold and platinum that they're going to be offering. So just working on that end and just anything that's adjacent to the Teddy community.
I'll write a write up on that and I'll post it in the foundry for anyone that does have a Teddy.
That way you guys can understand how to potentially get some free money. Last time it was 150 bucks
per Teddy. And so ultimately if you have multiple, you got paid.
Real quick though, pinned up to the top is just MegaCarrot.
For anybody that had this, this is the next, I guess, not talk of the town,
but the next prominent mint on MegaEath slash Testnet.
Then we'll be on MegaEath, right?
This is on Kingdomlyly it's free for guaranteed
and for the people that did the testnet meant we had some spots for the testnet meant um so if you
did that if you have that go check so you can actually get your main net mint right um all the
info is pinned up top and it is on kingdomlyly. Good, Iceman. What's good?
No, not much, man. Just at work on the lunch break, chilling.
I, real quick, just wanted to mention the MegaEve stuff.
Mess around with the daps from listening in the Modern Market in the morning with Brad being on there.
He's excited about projects that can keep, you know, people there, you know,
in not incentivizing, but just, you know, going back every single day. So what I do is I like to
use gte.xyz. They're pretty cool. Just another kind of meme trading, perp trading kind of thing.
You can add liquidity pools, all that good good jazz get yourself some uh run up a
little bag on some mega eth test net uh and then head over to rarible.fun and buy some buy some
manatees that's what i've been doing for uh the mega eth stuff and uh one more thing i wanted to
add really quick too um i found this last night just scrolling through the Twitter fear
but it looks like another socialify app
kind of
around the
mega eth I haven't looked into it yet
but if you guys want to check it out
go ahead and hop in it's called lemonade
appreciate it bro
yeah I do go on to the dap
and create tokens it's like they have like a pump fun
uh style like uh dashboard where you can create tokens and like do test net and stuff like that
you can also long and short on there it's fast it's quick spread sent me a bunch of fucking
test net so i just go over there every day and just make some transactions over that one that
one's going to be big one if you're talking about the decks of MegaEath.
So it wouldn't hurt.
Not saying like testnet interactions is going to give you the airdrop.
I think that they're probably going to push it until mainnet and actually get real users using it.
But yeah, it wouldn't hurt to get some testnet ability on there.
There might be some kind of multiplier for people that actually did testnet abilities on there.
And the thing about MegaE uh mega too right i mean
from what brett has shared for those of you guys that don't know mega eth the chain the foundation
itself have an official nft right they're called fluffles there's a soul bound token um it was
offered initially i think the 2k or or a small mint occurred, I'd say about six months ago.
Mint price is one ETH.
And then there will be an opportunity to grab another one or participate again.
But these allocations will be given to the protocols now, right?
And to the different dApps and the communities on mega ETH so
originally the first time it was kind of like Brad and Co they went they found
builders they found specific communities and offered the opportunity to
participate reminder soulbound token means you can't sell it right so
essentially it's a vehicle for if you want to think investor hat equity in the
company or it's a vehicle for maybe a token allocation in the future right it's a vehicle for, if you want to think investor hat, equity in the company,
or it's a vehicle for maybe a token allocation in the future, right?
It's just, it's stuck in your wallet.
Anyway, it was offered certain communities, small quantities, and then now the remainder
and the, I guess, the bulk of these NFTs are going to be offered to communities in the
mega ETH uh one test net
and just people right so if you're going if you're bull posting mega eth if you're participating on
these dabs if you're whatever yapping i guess you could say right that oh there's no campaign yeah
but you're contributing and you're trying to grow the ecosystem that's going to be the only way to
get the remainder of these assets
so it's not going to be oh let's go beg bread right it's okay cool go be a part of mega nachi
right and then you can do that go be a part of mega carrots or bad buns and bad buns is going to
get an allocation to some of these fluffles so for those of you guys that want to cook like that and want like mega
let's just say token speculation quote unquote whatever mega eth exposure equity however you
see it go become a part of these communities whichever one you can afford and you know dedicate
some time to it because that's going to be the only way to actually get the official foundation
slash mega eat the chains nfts right and that has its own set of perks and
everything that you can imagine right probably going to get auto whitelisted into everything
going forward tokens daps so a lot of benefits into having something especially because you know
it's soul bound so in a sense they're going to have only the real you know the the true supporters
kind of thing so yeah i mean i just pinned up gte if you guys don't know what we're talking about it's the
main kind of decks um and dashboard launchpad for everything on meggy east um i do have some
test net meggy east that i could send you if you guys want to farm this hit me up i could send it
to your wallet it wouldn't hurt just to go on here there's like a pump fund dashboard you create
tokens you could buy shit coins you can add liquidity you can long and short so this is something that i feel like a lot of
people are missing it's free right now and not saying that's going to get you a token but i do
think it will possibly give you like some xp multiplier the fact that you were doing this on
testnet so just something to keep your eye on gte and i forgot about the steady teddy collab bro so if you uh chief if you don't have a bad buns there is a steady teddy face bad buns like pretty much
on the floor bro so it's kind of hilarious that they actually have a face of a steady teddy on
there it would be perfect for you to buy so there's a what they have a collect they have a
steady teddy face bad buns that's on the oh okay i get what you're saying
so a bad buns with the teddy face yep yep it's fucking funny dude so i was like if you don't
have one that would be a perfect one for you since you're kind of like a steady teddy whale bro so
that would that would be something and obviously mega eth i feel like it's gonna be
popping off some of these big collabs in probably the next two to three weeks so it's just something
to look at i do think i mean moonbird's already up to 1.43 eth since the show started it's basically gained an eth and price in the past week
dude so people are going risk on nfts are kind of the last one to kind of get uh like what's not
sold out or what's not oversold and looks like a lot of these whales are looking at old collections
and sweeping the fuck out of these looking at incentive models and stuff like that so that's a little what's going on cheap you
pinned up something for a uh magic eden airdrop two on the sixth yeah so for anyone that staked
and has been participating uh for one you had to have staked something right it doesn't anything
but you don't qualify for these rewards well i mean i don't know if you
do but according to them you will not qualify for rewards if you have absolutely nothing staked
but if you have um staked and then you have traded use their platform to buy sell nfts
ordinals runes whatever it may be um be on the lookout for a small little stimmy for season two
that you'll be able to claim, slash it'll be dropped directly to your wallet, right? Even if
you don't believe in the token, I mean, if you use Magic Eden as a primary marketplace, it wouldn't
hurt to go, and I mean, you can literally stake one token and it qualifies you for rewards, right? So it wouldn't hurt to do that if it is your primary marketplace.
You know that post I posted up yesterday of Chris Mattern basically
showing you guys the roadmap of OpenSea yesterday?
Well, I reposted, I retweeted it and gave my thesis on saying that
I think they're going to launch their own centralized limit order book with perps
and obviously mobile trading similar to Phantomantom inside their new acquired rally wallet
well he commented uh Ivan basically says like kind of questioning where are they going to get
liquidity from they don't even have spot liquidity yet Chris basically responds to him liquidity
follows opportunity and so that makes me pretty much confirm that next month with all these announcements
from openc planned uh that they're going to be announcing their own perpetual trading platform
on openc which is kind of already starts seeing that one of the xpeach voyages yeah bro i mean
you get money instantly right that i think that that was kind of uh that used to be a rebuttal
for last cycle i mean you're literally seeingXs and new platforms pop up that are hitting at least 500 mil TVL within a couple days.
And that's where they're getting liquidity from, right?
I mean, he was right.
It's just opportunity.
As soon as that Project X came out, motherfuckers started dumping millions and millions of dollars in there, right?
So it's like, where are you going to get the liquidity at?
Well, yeah, it's parked somewhere because they see that they have an opportunity somewhere else.
Something new comes up, then that's where it'll flow to, right? So I think that that's a pretty
good example. And I mean, literally, new DEX is coming every day. Damn near there's, I mean,
I can't even count, right? From just across different chains to trying to recreate the hyperliquid model and just steal my chair.
Well, I think, I mean, the technology is out there now.
So what's stopping you from implementing into your platform?
It's developers.
And OpenSea obviously has the developers to do this.
I think something would be interesting, which I haven't seen any of these do, since NFT marketplace, OpenSea's NFT marketplace,
maybe being able to long and short NFT floor prices would be something unique and different that we haven't seen yet that might set them apart
from other clubs and other kind of perpetual trading platforms a way to like oh i can't own
i can't afford a punchy penguin at 24k but i think the floor price is going to go up because there's
going to be announcements maybe i can just be manipulated i think that that's the biggest because nfts since it's a
per unit basis someone can actually come in here drop let's just if you have the money to play with
you know drop 100k liquidate you and then resell each individual not have an issue you know dump
into bids and move a little differently than tokens in that sense because one person can move
a chart versus you normally don't have enough tokens to
fully move a chart you know right you're right you're right that's probably not gonna happen
probably a lot that's the only reason why no one does it because it's very difficult to that because
i mean you just get oh well i have that amount of money to just ruin this all ruin the fun that's
what happens someone comes in with enough money to ruin the fun and realize oh i'm going to take advantage of this rather than participate in this and that's it yeah and then
obviously they can do buyback and burns for the token and prop up the price after all the all
the agents you know sell the token but i do think adding the clob to it offers some kind of utility
way to basically burn or sell your tokens and prop up the kind of the the token price um i mean if
you just look at just the voyages they are becoming more and more token centric just yesterday or two
days ago they had an xp voyage and all you had to do is just discover and just view the whole token
pages and then obviously a lot of them are like make a swap on our decks of $50 or more and get 250 XP. A lot of these smaller XPs are the NFT one,
like buy an NFT for $10 and it's like 50 XP.
The big multipliers are actually the ones where you actually buy a token
cross chain for 50 bucks and that's the most XP.
And so I'm starting to, I mean,
Magic Eden's kind of falling to the wayside because they haven't implemented
this. You saw Drift.
Was it Drift?
Or one of these other ones just implement NFTs
into their perpetual trading platform.
So OpenSea, I feel like, has a lot of retail users.
And with already a lot of people on that platform,
being able to leverage trade similar how you could do on these other ones,
I think would be a great way for them to kind of be different than Magic Eden,
which is their biggest competitor.
So I do think a lot of these voyages in the future,
they're getting a bit boring.
There's not a lot of new ones.
I think when they have these announcements in August,
you're going to start seeing like put a 2X leverage on a platform
or on a token, and then you'll get XP.
I think it'll be a lot more of using
the the clob as getting xp before they do their airdrop so just something to keep your eye on
if you aren't farming xp on there it's it's super simple you only need 50 bucks to do all of them
and once you actually do the acclaim and achievement you're gonna go sell the nft or
switch the token so you don't have to like hold it for more than five or six seconds to get the reward.
So if you guys aren't doing voyages at 11 o'clock every day,
I think you're missing out on massive free money that OpenSea is going to be
probably announcing here in the next two to three months.
So just something to keep your eye on, man.
You doing those, Chief?
You're doing the OpenSeas every day?
Not every day, but yeah, I do.
I mean, I check OpenSea when I try to buy something and I go and I participate, you know, just not as every day. What I'm doing every day is fucking Somnia and Billions Network. For some reason, I don't know why this whole Billions Network proof of humanity bullshit.
narrative is just going to continue to grow right i mean this whole idea that kyc is normal and that
you have to remove the ability for civil uh and that's all what billions is doing and you know
you have super oracles doing the same thing kyc based chain so one of these is going to hit so
i'm just trying to get some exposure on that end more so as I don't care to dox myself as a real person.
And most of this stuff is just kind of airdrop farming or point farming anyway.
Yeah, yeah.
I do Prism, Prism X, which is that one that is backed by A16Z and Virtuals Protocol and backed by Stanford University,
where they're basically having people train robots to do meticulous activities
so they can get more advanced quicker.
I mean, you guys seen all the robots, soccer robots.
They're like six-year-olds.
And the only difference between a six-year-old playing soccer robot and an all pro athlete
is just more training than models.
And so what PrismX is doing is basically creating these portals and these arcades for you to give these robots more and more data so they can be more and more meticulous with the way that they move.
And basically, I've told you guys about this one.
And the fact that you have virtual protocol backing it and A16Z made me like super bullish.
I bought one of the $99 fleet things, and that gave me a multiplier for points, 30 points every day for just logging on to the dashboard.
That's all I've been doing is just logging on the dashboard, getting my 30 points.
You create a wallet, you get 1,000.
And then just yesterday, I think it was two days ago, they just announced a white paper, proof of quiz.
So all you do is you go down to the dashboard, you press proof of quiz,
and you just copy and paste the questions and answers into Grok and get the answers. And then
once you finish the quiz, which is five to six questions, you get 3,500 points. So if you haven't
done it yet, like I think I've been doing it every day, I only had like 1,800 points. And so getting
an extra 3,500 points for just doing a quiz that i can use grok for
like kind of puts you uh starts you off pretty well before any of this stuff actually happens
so if you guys haven't done it yet you get a thousand uh points for creating a wallet and
then doing the proof of quiz should set you up to almost about 4 000 points right off the bat and
these points are going to be you know a token when you see a16z and virtuals involved so just something that if you guys haven't done yet it's pretty easy to do
i was just gonna say uh as we start wrapping it up too i mean did you also see the post of uh
another person fucking leaving magic eden that's every day dude yeah i mean i don't know we're
just we're gonna lay down the the law real quick or the lay of the land.
First off, we're approaching one year of token maturity, right?
Just for those of you guys that understand, it's probably when vesting contracts are over and token unlocks happen.
And then ultimately, they can hit the peace sign because they can finally get paid.
So that's kind of happening right now.
But I mean, i think it is
interesting dude this is like four people this week that i've seen leave and and you want to
talk about i guess just marketplace dominance uh they had it with uh bitcoin they had the kind of
that chokehold right on the fungible side of things doubled doubled down on runes, right? Okay, dropped BRCs, did runes,
really took off. But since then, I think innovation has somewhat been stagnant. And you have now the
opportunity, I mean, Mintify has hit, whether successful or unsuccessful, but they've managed
to secure almost every mint in the last two weeks, bro, right? From MegaEath to Testnet to Hype and SoFawn, right?
Whether it was good or bad,
their team has managed to secure the deal, right?
And that's just, that starts to speak volumes
to where people are willing to even drive a little further
rather than deal with some type of foot traffic
or whatever you got going on over here, right?
So just not necessarily a red flag, but something to keep an eye out open if you do have some magic
eden token uh as the airdrop occurs for season two uh and all these people leave the company
their vesting schedule is also coming to maturity so don't be caught holding the bag that's the
whole point of this is that yeah
You can believe in the company of the token
It's gonna be a little bit of turmoil for the next month
Maybe sell your bag and buy back in a month after the dust has settled and there's new plans for what is like the new
Next step forward, right? So we'll see how that plays out who recently
left recently like I know that I've seen
Like Elizabeth and a lot of other people is anybody recently left like in the past day that yesterday
Yeah, I think someone named make or quit or something that worked on the soul side and then someone else that worked on the soul
Side as well. I think we're up to three this week
Yeah, so I think both staying by is like a marketeer. So she hasn't left. She still has the Magic Eden in her collab thing.
So yeah, I mean, if you're just going to focus on NFTs,
you're going to get left behind.
You have to continue to move with the space.
And that's why I think OpenSea is going to move with the space
and launch this centralized order book.
That's something different that Magic Eden isn't doing,
and that's their main competition.
So that's my thought.
That's my theory.
And Chris basically confirmed that. So maybe they're all leaving for OpenSea, and that's their main competition. So that's my thought. That's my theory. And Chris basically confirmed that.
So maybe they're all leaving for OpenSea, bro.
I don't know.
But this space moves on incentives.
Yo, imagine the fucking smell if that's the next post, bro.
All these people say that they left, and then it's like, oh, well, we just got hired by OpenSea.
That'd be wild.
Yeah, they're all talking about they got a next big opportunity
and shit um i don't know where they're going but i think they're all going different places but
i mean the space moves with incentives like it was open sea and then it was blur and then blur
died and then it was from blur to magic eden because we had diamonds and airdrops and now
you have it now it's back to open sea because of the airdrop so this move like it's all about
opportunity and and where can i make the most money by using your platform that's how the space
is always around and if you don't have something that people are actually using the only way you
can attract new users is by farming the protocol for an opportunity to make money so well like i
said jobs happen bro it turns into like how much revenue you're generating and how are you going to use that revenue to basically burn or buy back the token to prop up the token price?
Once all these tokens launch, it's all back to square one.
Who has the best product and how can you use the revenue you make to actually prop up the token price?
And that's where a lot of the big products like Hyperliquid have excelled.
and that's where you're basically going to start competing against hyper liquid once all the tokens
And that's where you're basically going to start competing against Hyperliquid once all the tokens come out.
come out so yeah and that's the thing too like i said a lot of these are just lining up with when
i would think a token investing unlock right it's roughly about a year since it officially
been out and just been kind of inception and whatnot or or the the six to nine month cliff
so it's just kind of ironic that it's all happening at once. So we'll see how it plays out.
And like you said, it's either adapt, innovate,
or kind of unfortunately die in this ecosystem.
Yeah, I'm with you, man.
I don't know.
I saw Pump kind of going down.
They did some kind of creator rewards.
There was a theory, like Twitter is basically Reddit from 2016.
We just come up with the craziest right-wing conspiracies.
But this guy, basically Yossi, was catching a theory yesterday that Alon is Jewish Kabbalah practicator.
And cult member will be airdropping everyone July 19th tomorrow.
Why? One in nine are his favorite numbers, and he loves to play numerology. Examples, Pump.Fun was released on January 19th tomorrow why one and nine are his favorite numbers and he loves to play numerology
examples pump.fund was released on july 19 20 or january 19 2024 pump spot was released on march 19
2025 the official logo is an e91 pairs uh pairs prozac pill and one in nine is elon's username
so and basically he got a bunch of like early investors that dumped the price yesterday
because they thought the airdrop was coming today and they didn't want to be part of the cascade
of the airdrop and all these DJs getting the money and then selling the token. So he got the token
down from like 4.9 billion all the way down to like 3.9 billion just yesterday based off this
viral thread that went live. I haven't heard any
news of an airdrop today, but if he does like the 19th, you probably expect somewhere maybe August
19th or July 19th. If we're going to speculate, let's speculate. Technically, today is the Sabbath,
right, if you're Jewish. And so the Sabbath ends at nighttime. He's technically not allowed to be
touching technology or anything like that during the actual Sabbath.
So if there is an airdrop, it'll happen tonight, our time, because that'll be when technically the Sabbath is done for them, their time.
So be on the lookout for that.
I mean, if that's the route we go, then that's the actual like the lore to the being Jewish, you know.
So right now there's not supposed to be using technology or anything that requires like power or you exert effort for.
Right. And then tonight it'll be over and then it'll be free.
So that could be something that if it is today, it won't be now.
It would be tonight.
Wow. You are really getting into it, bro.
That's a good one, bro.
You'll be good.
You'll be good on Reddit.
I mean, if it's not the 19th, then you maybe have to think of August 19th or maybe September 1st
because the month of September is 9 and then 1.
So if we get by today and there's no β you would probably expect another month until the airdrop.
If all this 1-9 shit fucking correlates with the airdrop.
So I don't know, man, if that's a long or short.
I think I would probably short into an airdrop because all these DGENs hate pump fund and they're just going to sell the token.
So, I mean, you can make money off these announcements now.
So now that you have phantom integration you know if you see a post
you could probably you know take a short out and then scalp that bottom of all these people selling and then maybe take a long out once the selling kind of uh dissipates so these are kind
of things now that you have the mobile wallet in your uh mobile perpetrator in your wallet you guys
can actually do now so just be aware have notifications on for a lot of this stuff it
looks like uh the mega carrots first come first phase is now live.
Reveal happened in 24 hours.
So that's gone past GDT and now into first come first serve.
So just some things to look at.
Yeah, man.
I don't know if I have anything else.
I guess the one thing that I brought to you guys earlier this week was now that we're past the narrative of the crypto bills,
the next thing is going to be e-staking and Solana staking. And I brought to you guys a few
things earlier this week to look at if, you know, a soul gets staking, there's going to be lots of
institutional grade people trying to get yield on their Solana. And one of I mentioned was Sanctum.
And just yesterday they acquired Iron Forge as part of what they're building.
And Ironforge, I guess, is like an RPC builder. So I guess they've already created liquid staking
and have some of the biggest protocols like Bybit and Binance using their protocol and
users' funds for liquid staking. But now they're acquiring Ironforge basically to help out with traffic on Solana. So Sanctum is probably the lowest market cap of the ones that I mentioned.
I think it's at a $80 million FDV. And the fact that Bybit and Binance used them for liquid
staking and now they're acquiring Ironforge makes me think like if you are looking for more of a
low cap one if this
sole staking etf happens i think sanctum which ticker cloud it probably has the best price
appreciation obviously you can get into safer ones like jito but yeah just seeing these guys cook
they just had a 25 unlock earlier this week so the chart looked pretty bottomed out and uh and
if you guys are looking at the next narrative i do think think it's going to be Solana ETF staking.
And ETF staking is going to be the next narrative that possibly will go live.
These staking platforms on ETFs will go live sometime the end of July or early August.
So with that narrative heating up, you're going to start seeing more and more people try to position themselves into these infrastructures and these kind of plays.
So I think cloud is the cheapest one and probably has the
biggest uh upside if you are looking at it the fact that you have binance and bybit kind of using
them already so i think that's all i got man chief you got anything else that you want to discuss
before we end the show brother no we can we can wrap it up but i'll just scroll in the timeline
to see and then like i posted this up to the top i almost had a heart attack bro i thought that that's the kaiju symbol
damn near you know and i was like hey yo they're back and dots is alive nah it's some
uh derivative man on base but look at that it's the kaiju silhouette which is hilarious
i'm i'm waiting for it to come up it's still not coming up to the pen i saw i was coming like two
weeks ago i don't know
if it was on base or what it was on but that was like this person posted i think it was on sofon
or maybe it was on mega eth and it posted like a cartoon that looked just like a kaiju and i was
like what in the kaiju kings and the guy the creator of it just like liked it so people do
love the kaiju kings uh ip and shit base coma free men dude nothing on base ever
hits dude no i know but that just looks like the the the symbol but anyway appreciate everybody
that came out we rode five shows out with you guys this week appreciate y'all for coming out
on the saturday hanging out with us as well for everybody that liked and interacted on the post
appreciate you guys we did give away some
whitelists uh to that as well so just check to see if you were tagged there were astroverse
whitelist appreciate allison for always making the thread for those of you guys that listen in
you know it's a lot of information right so you use the thread as a way to do your own research
and follow up later all right pick and choose what applies to you and then go in and capitalize on that.
We do this Tuesday through Saturday 11 until about 12, 1230, depending on the conversation,
depending on the guest on stage.
It's TDA or Stay Poor.
We'll catch you guys inside the foundry.
You guys be safe.
Have a safe weekend, guys, and catch you on Tuesday. Thank you.
