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THE DAILY ALPHA
Recorded: Dec. 23, 2025 Duration: 0:59:01Space Recording
Short Summary
In a recent discussion, key topics included the launch of new tokens and projects like Infrared and Solstice Phi, alongside the challenges faced by legal entities in the crypto space. The conversation highlighted the evolving landscape of crypto investments, regulatory scrutiny, and the impact of recent NFT mints.
Full Transcription
Thank you. Thank you. All right.
Hello, Jim.
All right.
There we go.
It wouldn't let me out. I'm just doing the cycling go wouldn't let me up
I'm just doing the cycling and wouldn't accept so appreciate everybody that came out
GM Alley Jim everybody that there that has notifications on I know this post was made last week
It's a kind of just prepped you guys for
today itself, but we shared it in the morning started circulating again so slowly but surely
we'll get our crowd in here if you guys can just like retweet the room and once again appreciate
y'all for having the notifications on and kind of riding with us throughout this trial and error
period right of figuring it out so there will be a little bit more structure come the new year
uh more or less uh somewhat of a schedule that we can stick to, right, between Allie and I.
And then the dust has settled as well with holidays and any kind of major things that we have going on.
So appreciate you guys for riding.
And, yeah, we're still committed to being here with you guys and still producing the Tda in some way shape or form uh just a little
bit more info on that will probably come next year uh do a little post-mortem and a year wrap-up kind
of thing but yeah thank you guys for coming out and uh we'll get the show going in here in a couple
minutes how you been ali how's it how's the move is I mean, dude, it's 80 degrees here in Texas two days before summer.
I mean, two days before Christmas.
So I think that that's interesting.
I'm already back in Cleveland for Christmas.
So my flight got in after a big delay.
I got in at 2.30 in the morning.
And I'm currently at work at the office so
i have lots of energy today um yeah but i'll be here for the holidays so okay um so you went
took all your shit out and that's it yeah yeah so I moved down there, had my stuff delivered, put everything away, and then I'll go back after New Year and be, like, fully settled in.
I didn't want to spend the holidays alone, so I figured, like, I might as well come home and, like, be with my family for Christmas.
So, yeah.
I mean, that makes sense. I mean, I would expect that anyway. And then you're just going to be, I guess, doing remote at the funeral home?
Yeah.
I'm actually going to be going back and forth, mostly remote.
But I'll come back once a month.
So, yeah.
Because there's just a couple of things that...
Have to be done in person kind of thing?
Yep.
Yeah.
Yeah, that's cool.
Yeah.
You're going to enjoy the weather difference and the stabilization.
Yeah, I had a homie that moved from New York. i think i mentioned this steve and then he's here and that was one of the texts
he sent me like two days ago he's like yo is this normal and i'm like what are you what are you
talking about he's like dude it's so hot because it's 70 it was 76 yesterday and we're not gonna
get cold probably until last week of this year i mean well this we're almost there right
so next week yeah or the beginning of or middle of january so but it is what it is it's actually
warm here surprisingly i mean warm for this time of year it's in the mid 40s so i guess it's gonna
be warm in like a lot of places i saw in st louis it might be like 70 on Christmas Day. That's like outrageous.
That is not normal.
Yep.
All right.
So just to kind of cover a little bit as we start to, I guess, transition to certain
a little bit more on topic stuff.
A lot has happened, right?
Ultimately, I don't think that we've been or talked together for maybe a little bit
over a week or so.
So no real way to cover it all.
But mids occurred.
No real movement in the market.
We had what we thought seemed to be like a little Santa rallying happening over these last few days, over the weekend.
But today, even though we had bullish news, right, GDP growing, in a sense, that means that just the size of our overall markets as an economy has increased.
Right. I think projected was three point eight and we did like four point two or something like that.
money to the pockets or to the corporation treasuries or to just our, let's just say,
country's net worth as a whole, but not necessarily seeing the bullish reaction that you would want
when you get that kind of news, right? I mean, you saw Bitcoin more or less in a free fall since
then. So it's always that, was this already priced in? Did people know? So that's kind of the whole little Santa rally aspect.
I mean, still looking, in my opinion, a potential sweep of the lows before we truly break out and start cooking upwards.
But I don't think any of that is necessarily out of the question of the potential of going back up.
Right.
It's still in the charts.
Looking at around 96 is probably like
the first thing we have to claim and hold. And then if we can start making that trajectory upwards,
hit 96, hold that. We should start to become on track for a little less chop, a little less
sweeping and setting up. I think that also end of the year, right? A lot of this stuff is
going to matter of how the year closes, the candle for the year, what the year opens at.
All these stuff are psychological numbers, but not necessarily psychological as in,
we trade around them as well. And algorithms and charts and all this kind of stuff pick up point
of value, right? right from the low from yearly
open to the yearly close and stuff like that all that matters long term wise so it'll be
interesting to see how this plays out right as we start pushing these last couple weeks
and just more or less boring right market itself has been really really boring I mean you had the
rovers mint I think that that was probably one of the bigger things that happened in these last week or so. You had the
doopies meant, which I didn't really understand exactly the dynamic of all those characters and
evolution line or anything like that seemed a bit confusing to me, but haven't had much traction,
right? At least that I've seen in terms of jpegs you've had shitters right a handful
i think it was snowball fireball water uh just once again handful of coins running um nothing
hitting that 10 million mark i mean our toppers now are if you can break the one mil that's it
right one to two mil i think the biggest one was snowball it hit eight mil uh but everything
else is not even doing the 500k to a mil yet so hyper rotational less people in the space to throw
money that feel risk on uh holidays people not even home around on computers or anything like
that too so a lot of factors playing into the loan the market um but i don't know i like
lulls kind of allows you to reassess uh this year was fucking brutal right for most of us if you
were a believer in anything you probably got cooked like i mean this was not the year to hold
bags and just be ultimate believer i think this was the quote-un unquote end of our little rally that Bitcoin had from that
lows of 30K when ordinals first started three or four years ago to hitting the 130, 120
this year.
Right.
So, yeah, I mean, I would just be thinking, you know, and adjusting on that end and just
realizing that not losing money is also just as good as making money in a market like this.
So how are your views?
I mean, what are you looking at in terms of crypto alley?
Are you even bothering right now?
Are you just kind of waiting for the dust to settle?
How are you seeing this stuff?
Yeah, kind of just waiting for the dust to settle.
I haven't been doing too much.
No one wants to hold anything.
I think people are just exhausted
I think people are just exhausted.
And yeah I didn't have the greatest year
Because I tend to be a believer
And that didn't work out too well this year
But I'm not holding much of anything
I have my very long term holds
And I'll continue to hold them for the long term because i don't have any
need for them right now so there's no point you know it's kind of just like set it and forget it
sort of thing like bitcoin and we'll see where we're at in the new year i mean gold and silver
are pumping again are you actively deploying into those longer holds that you have?
Even your conviction bags, if they look, I guess, attractive for buys, are you buying or are you just waiting in general?
I'm waiting in general.
I am not buying anything right now because I do not know where the bottom is.
I think there's too many uncertainties in the market.
And honestly, I think from a politics standpoint, it's really thrown a wrench in things.
Like at least for the past seven months.
Definitely since like September till now.
And the Epstein files.
It's just there seems to be chaos just in a lot of different areas so i'm
fine just sitting and waiting and if i don't start averaging in at the picot bottom i'm okay with
that i think a lot of people are too yeah i think that that's the mentality to have too i mean it's
like you're not going to time the bottom you're not going to time the bottom, you're not going to time the top, but you can more or less look around the landscape and see, hey, it looks like I'm not alone,
or it looks like a decent time to where the dust has settled and I'm okay myself.
You know, like not borrowed conviction, because I think that that's another thing too,
especially in long-term holds or in general, when the market's in turmoil,
borrowed conviction is the number one killer.
And it's how you basically
cut down your wins slowly but surely, right? So, yeah, I mean, in a sense, the political landscape
is a little weird, right? I mean, you have the, I guess, the tariff thing. It's not necessarily
the political landscape. I mean, that's just politics, right? But more so I'm
worried or not worried, but keeping up with this whole tariff aspect. Are we going to get an
injection of capital from the tariff stimulus? Are we not? Is that our tariffs potentially going to
be quote unquote reversed or even the threaten of them to be reversed and how that'll impact
the market, right? So I think it's more so less of
what actually happens and the possibility of what could. And the uncertainty is what we know
is that one of the biggest problems in our market are killers in our market, right? So
I think that if the Supreme Court rules against the tariffs, it's going to create a monumental mess. Oh, can you hear me? Yeah, you're good.
Hello?
Yeah.
Oh, okay.
Yeah, I think it's a Supreme Court rules against the tariffs.
It's going to create a monumental mess
because then refunds have to be issued.
And then what happens when the companies issue the refunds?
Like, do they issue any refunds to consumers?
Most likely not, because that would be next to impossible for them to do.
But I think that that's the goal, right?
I think that that's always been the goal, right?
I mean, to where it's now we've waited so long or it's been so long or so much has been done and money been redistributed that you can't really
easily go back on this even if you wanted to right deem it unconstitutional deem it whatever
cool we won't do it again is more or less all you're gonna get yeah yeah that's what i'm
thinking too otherwise it would just be impossible to yeah just a nightmare you know so that's just
kind of how i see it it's just like you're not going to be able to do very much more than that it's going to be in a sense like just bs on that
um and that's it right it's like oh well are you going to take the money away from the veterans
that are certain because that was another thing too i mean if you think about these all these
things kind of line up for headlines and for just talking points so i just want to say the thing about the veterans that money had already been um earmarked for veterans so it was
not actually tariff money like there's just a lot of misleading things to go out and like i'm not
saying those guys don't deserve it and women because they definitely do um but let's just
stop with me i'm not saying you just in general let's just stop with like all the nonsense
propaganda that because it makes it hard for people to really know what's happening these days
yeah like what is real what isn't i mean that's been this whole uh i mean all these campaigns
recently anyway and it's only going to get worse with ai so um as you mentioned, silver is the best performing asset of this cycle or this year.
It is now up two and a half percent or two and a half X for the year, breaking all time
highs of seventy dollars earlier this morning has been slowly grinding.
Gold as well was at a four.4 k earlier this weekend and it's just people are kind of rotating into
i mean they have been buying precious metals throughout this run right but are seeing more so
the reaffirmation that something is going to be pegged to the dollar or to this stable coin
right i was watching uh kind of someone break down how we've um the united
states as a whole has redistributed or readjusted its debt um kind of multiple times throughout its
history right i think it's every like 15 years or so there's a new way of restructuring and from
putting the debt to the gold right and making everyone in a sense uh the value of gold and the dollar to be pegged
together right versus then going away from the gold standard and therefore the debt reversing
into default right and i think that we're in that process right now of everyone speculating on what
is going to back this stable coin or these stable coins, this new form of this
monetary system that's being created.
And that's where you're also seeing a flight to harder assets, right?
Gold, silver, palladium, platinum, oil.
So I think that that's partially also in part of that whole K-shaped economy that I've been
talking to you guys about,
right? The asset winners continue to compound their asset wins, acquire more assets, while the
bottom leg of the K doesn't have the money to do so, and therefore they're in a perpetual cycle
downwards. So you also had, we talked about last week or two weeks ago, China re-banning Bitcoin mining, right?
Causing the biggest hash rate drop in one day.
Because of that, I think it was, I think, 10 or 12% of the hash rate power that was produced in the world for clearing these blocks was gone once China went offline.
the world for clearing these blocks was gone once China went offline. And then now you have
superpowers seeing this ultimately if Bitcoin becomes a necessity for the world. And not only
that, but just a way of control, right? You're going to want to have some type of hand in this
whole mining game and validation game and have the ability to produce your own blocks or
a chance at it right you already have El Salvador doing it with the volcano uh anywhere that has
natural resources are starting these uh these kind of operations up and now you have Russia
uh Russia is set to or is already um in control of 16% of the global Bitcoin hash rate through their mining operations
and rigs. And I think that, I mean, I don't think they're going to try to get less than 16%. I think
that number will only progressively increase throughout the years. And this is similar to,
in my opinion, when we had the space race, right? Everyone's sitting here. Everyone wanted to have
their name as the first people to go into space or to be at NASA or into orbit. And now we're
kind of doing the same thing as who's going to establish the new world currency. What is it
going to be? What is it going to be backed by? And if it's Bitcoin, do you have a position in Bitcoin's future? Right. So kind of
see all of that going on at the same time, more so on the macro landscape of things. Right. I'm
going to post this up top. And then you have just VanEck and other VCs also looking at this. Right.
I mean, Bitcoin, let's just say is the is the currency. But how does the currency move? I mean, Bitcoin, let's just say, is the currency. But how does the currency move?
I mean, you have the mall.
You have the money for people to spend in the mall, but there's no roads.
Right.
And so this is what it is.
The miners are the roads and setting that up.
So Fennec says that the recent Bitcoin miner capitulation is bullish. They're talking about China.
Over the past 30 days, the hash rate has seen the steepest decline since
April of 2024. Hash rates declined. And that hash rate decline that it's talking about right there
was when the happening was right for those of you guys that don't know or don't remember. So it was
that point of when the hash when when the happening happens, hash rate has to be recalibrated.
of when the hash, when the halvening happens, hash rate has to be recalibrated. The algorithm is
harder. The machines are not up to date yet. And so you have this low period of trying to get
hashing profitable again. Right. And to that point, I mean, you're even now seeing the fact
that hashing is so not profitable and you're operating at a net loss, that even certain mining operations that we know of
are sunsetting and shutting down, right? I'll post an article on that too. But for anybody that
wasn't part of the Hashling's mining operation, they are sunsetting just kind of that, I mean,
I don't know what to call it. I guess that experiment or that operation.
They're in the process of trying to find someone to buy the miners, and it just didn't work out the way it did, right?
So more or less cut rate game, cutthroat game when it comes to Bitcoin mining,
especially if the cost of the coin is not more than what it costs you to mine it.
So you're literally operating at a net negative.
Hash rate declines have historically occurred closer to the bitcoin bottom
net negative day hash rate growth has led to a positive 190 day bitcoin return 77 of the time
so we'll see if that's the case now and if more and more people start mining Bitcoin, even though it's not profitable.
But this is when the VCs come in and they say, hey, we can take a loss for the next five years to eventually take the dot.
We don't want more centralized mining. But when opportunities like this, this is where venture capital and, you know, the sharks come out.
know the sharks come out and then lastly i think that i have on on terms of like macro and just
global is uh imf says bitcoin talks with el salvador will continue as the economy is expanding
faster than expected gdp growth is projected four percent this year and in very good prospects for
next year i think that the interesting thing about this is that the IMF originally denied
Bukele and El Salvador a loan if he continued to buy Bitcoin.
Roughly about a year or so ago, or a little bit longer, he inquired about a loan.
IMF is, just think of a global bank for countries and just nations to be able to borrow against or borrow from.
So El Salvador approached them for some type of infrastructure development, try to buy more or try to borrow some money, ultimately using Bitcoin as collateral, etc.
But one of the terms in that loan was that El Salvador had to stop buying Bitcoin.
I think it was funny because he literally went out and bought, I think, like fucking 100 coins that day as kind of like a fuck you and that he wasn't going to stop.
And now they're literally in talks with creating some type of Bitcoin plan.
Right. And they're not shutting him out completely.
So it was just a
kind of a proven use case. So I think that that's interesting. And I mean, year after year, El
Salvador's growing as a world power, GDP, right, which is economic strength is also continuing to
grow and almost rivaling of those quote unquote, first world countries, if not better than so.
first world countries if not better than so ggs to them
all right so more or less macro conditions right um and then i'm going to just kind of put
uh some other uh projects and things like that that are currently going on that are a little
bit closer to home in our crypto scope so i posted this awesome thread by TJ just talking about that catalyst that I was saying, right? The tariff revenue stimulus check, the stimulus checks that are going to veterans, etc. And just is that the next financial pump that we're looking for? Is that our next exit? Is that potentially your next dip?
our next exit is that potentially your next dip so you can check that out i'll definitely continue
to suggest uh following tj uh if you want to in terms of macro and just charting right but yeah
so there's that next uh our favorite phone seems to be sun setting uh its updates i don't know if anybody saw that but the saga phone
for anybody that doesn't have or doesn't know will no longer be uh producing any updates will
no longer be i guess quote unquote uh an active i get item in their in their spin i don't know how to how to explain it
right um they're just sunsetting it the focus will be on the seeker the focus is on the seeker token
and everything that comes with that so for those of you guys that don't know uh hopefully the phone
paid off for you and you don't have it still sealed in a corner right um but yes it is now the focus
on the seeker and hopefully uh you guys have gotten the new phone if you choose to keep up with
this do you still have your saga ally i have a seeker not a saga i never had a saga how about
you have you have seeker as well right yeah i have both I have both. Oh, do you? Yeah.
But, I mean, it is what it is.
I didn't expect them to keep doing airdrops to the other one.
You know, especially since they're dropping an official token, the Seeker token with the Solana Foundation, with Solana Mobile, you know?
I mean, it was only a matter of time where you quit updating one or providing support.
But isn't there an unfixable security flaw with the
seed on the seeker so yes how's i don't understand what's happening there yeah i'm not i don't know
either it says solana mobile saga has reached the end of its life support cycle software updates and
security patches will no longer be provided
for saga devices customer support for saga specific issues will be limited to general
general inquiries only and compatible new software or services cannot be guaranteed
this does not affect seeker devices which will continue to get software updates and security patches
we want to extend our sincere appreciation to all saga owners and developers that supported
solana mobile's first generation phone your feedback feedback and engagement have been
invaluable in shaping the next chapter
so i mean all good things have to come to an end so
we expected that much so ggs to them and hopefully you sold your airdrops guys
all right next uh for those of you guys that are a part of or have been a part of the Barrett ecosystem in any shape or form. You are familiar
with Kodiak, also Infrared. Infrared did their TGE last week. We didn't have the show, so
weren't able to kind of talk about it or go over, but Claim, all that stuff, I mean, I'm pretty sure
most of you guys have done so. Today, there is another T tge it is probably the second flagship decks or the flagship
decks that bear chain has it's kodiak all the info is pinned up top for anyone that does have
the possibility of claiming uh it went live i think a couple hours ago two or three hours ago
so um not necessarily a lot of i guess you'd say money
right but could be some burger bread could be something um and that's it so let me actually
remove this one and make sure i post the official one from the kodiak page
that way no one gets cooked or scammed but it went live two hours ago and feel free to go claim and then start lping
if you want to oh there's that all right next are you still holding allfts yeah yeah i still have all that shit yeah so do i yeah uh unlock is in february
or something yeah the the believing in something yeah didn't work for this year um okay so i posted
well i guess this is a little heavier topic we'll'll end with this. But it's just covering a little bit more of the artistic view on Beeple's experiment.
And, you know, weeks later, we still have news coverages and just different outlets
talking about digital art and all forms of it, right?
Over the weekend, I had someone literally pull up.
And it was kind of just, oh, wow, look at this video.
It's a bunch of these dogs. Look at these heads. And I was just, oh, wow, look at this video. It's a bunch of these dogs.
Look at these heads.
And I was like, oh, shit, that's that's people.
I was like, those are those are dog shits.
You know, those are NFTs.
They were worth this, this, this.
And he was just so intrigued by the experiment as a whole.
Once I was able to actually sit down and explain to him, I'm like, each one of those is the
viewpoint from said artist or said persona that the bot is, you know, embodying.
And the game was to stand around or to look for the outputs or the dog shit that comes out.
And, you know, if you could get yourself in a cameo done in those styles.
And it was cool.
It was definitely, and this is someone who doesn't know shit from shit in terms of Web3 art or anything like that.
But the ability that they had or even the interest that he had.
Right.
For me to explain Kondo and just these different artists and the viewpoints.
Right.
It was just cool to see that it might not have meant too much or the work, you know, whatever it may be, like gauge his level of understanding.
But he was interested and it was intriguing.
It was more so
wanting to know more than just oh that look at this this is lame so i thought that that was
pretty cool and that you know it's interesting that people are still uh hearing about it and
the ripple effects that it has with normies right uh and that the stigma is still not necessarily
there but when i said hell those are nTs, it was like, oh, wow.
What are NFTs?
Are the dogs?
Are the pictures?
How do you get one?
How do you own?
So next, we mentioned this or I mentioned this a little bit earlier of something that
dropped over these last couple of weeks or this week.
We had the mint.
Very impressed by the artwork itself, right?
In terms of the
different characters and stuff like that but um i'm still somewhat confused on how the evolution
lines work or exactly if you can kind of level up your own character or just the game theory behind
it right but more or less uh pinned up top is something called the dupie decks for anybody that
was interested or for
anybody that minted a doopie right you had the opportunity to mint one if you're a doodles holder
if you're a box holder and then it's kind of almost like a pokemon right four different
evolution lines so far that we know and you were kind of it was luck of the draw and the mint
right you could have got x character evolution line three already.
Or you could have got X character evolution line one.
And then in a sense, it progressively works its way up.
So there's a rarity scale for anybody that's interested.
For anybody that wants to collect any of the actual characters.
This is just a rarity scale on evolutions and characters
and then ultimately there's different variations of skins uh of just rare items and stuff like that
so more or less just a species guide and their evolutionary chain but i thought it was cool i
thought the artwork looks dope as a companion aspect i, I'm not too much of a fan of just dropping to drop, right?
And I think that they received a little bit of backlash on that end for wanting to charge the one soul originally from their community.
Once they gave that out for free and they kind of made that right, they were able to mint out.
You had enough interest from the timeline or even people wanting some new fresh art that it did
mint out it got a little bit over mint price i'd say maybe about 20 to 30 bucks stood there stayed
there for about half a day uh and now is under mint i think that one of the interesting parts
about that is when we talk about these ips and these different style plays, the few ones that we've seen recently that were successful
were almost like a combination of a fidgetal, a real world asset, and a digital one, right?
Less, it's like we're needing now the physical aspect or wanting to play off of that to make
this stuff attractive to people. Sergito posted this up top.
For those of you guys that do know him or don't,
he used to run MeBits.
I don't know if he still does, but regardless.
And it says,
do Web3 people actually want blind physical boxes
absent of financial incentives?
The data says not really.
So we've seen kind of four or five projects over the last, just say six months, utilize some type of physical component
or a gacha style component to attract us, right. Or as a marketing play. So you add Burb,
right. When Burb minted the boxes, you can mint the burb boxes with speculation of potentially
um flipping them or getting some of the burb token etc right uh fog boxes minted at four
dollars or are at four dollars and they minted at 25 the blind boxes were just used as a mint
mechanic for the mint itself not necessarily even for redemption of
the toys or the boxes right the nuko boxes same thing were utilized as a i guess a marketing ploy
or some type of mechanic to get people engaged but at the end of the day no one really wants any of
these figurines that they're buying right no one wanted 12 of the fog boxes and that's why they got
it they ended up buying them
and then so got two whitelist three whitelists and it was just a means to an act uh the sausage
boxes total mint is still at 25k and then the pudgy penguins care bears are still available
even though they were a limited collectible drop of 2,500. So not even that big of a collection and still
weren't able to quote unquote, instantly mint out for that aspect. Right. So I think that that's
interesting that you're starting to see these web to, I guess, marketing ploys used on us when in
reality, they know they can use it on us because we don't want any of this stuff, right? It was
when, for example, when Pokemon launched the McDonald's campaigns
and people were just leaving the McDonald's on the floor
because all they wanted were the Pokemon cards, right?
So in a sense, you're wasting one, utilizing one for a gain of the other.
And what is it? Is it a net negative or not?
So not fighting, rather documenting this moment in time
as Web3 participants are exhibiting real low demand for these types of products.
These can be an opportunity as well.
I'm keen to see where things are a year from now and whether Web3 IP can truly penetrate the broader demand for physical blind boxes in the world.
So go ahead, Papa Digi.
What up, man?
Jim.
Yo, GM, GM. Can youall hear me? Yes, sir.
All right, I got three plays. One is a super low micro cap. So yesterday, that useful coin dropped and the official one, the dev made, he locked up 12% of the supply. He's the same one that made
the useless token that went to six
bro it's two days before christmas motherfucker ain't no one got money you over here shitting
shitters bro have shame oh this should actually i think could rip so the fake one that they
the fake one ran to 800k market cap yesterday and now it's getting rug pulled and it's going
down right now the real one is a community takeover
it's sitting at 70k market cap i think as soon as it flips the larp one that could break out second
play is dino soul they have a wall street bet space going on at noon so that's a sell to news
play or it could break out it's sitting around 500k market cap. And that space starts in an hour and 20 minutes.
I think that goes back up.
It's all-time high.
It was at a mil.
It's been sitting on trending for 16 days, all community-driven.
No pre-sale or any, like, KOL bullshit.
And then the third play, so we got the Super Bowl coming up.
You got Digi Daigaku sitting at .3 bids.
You know, that game is eventually going to come.
Sorry, I had to laugh. Yeah, I got mute you bro. Did you you can't do it bro. That was complete dog shit
What the fuck did you see? I'm not even gonna let you finish dog
Like you you one of them random fly buyers now when you hit me with did you Gabe ain't done shit in two and a half years
Fuck out of here
Tokens he's building the framework building. He's building nothing. He's building a robbery of fucking Stockholm syndrome use
Yeah, I'm low
I'm getting cancer. I got two brain cells and you're killing one of them. Did you I can't do it, bro?
I'm sorry. I mean, I thought you was gonna come with some new new or fresh. Two years ain't been on the space and you're on the same shit?
That's crazy.
I know.
Dinosaur, baby.
Dinosaur Wall Street bets space at noon.
You watch.
That's a 2X.
Look, not losing money is just as good as making money right now.
I'm going to put it like that, bro.
Look, I guarantee you.
What up, M-Lo?
How you doing?
Look, this motherfucker that
made money emlo made 33 i mean or whatever third 10 eth on some gangster shit i mean he worked for
it but i mean he was making money and that's better than losing it on shitters bro hey i hit on mog
i'm mog mog was like fucking four years ago. Bro, Papa Digi,
fuck out of here. You made me process
like when the fuck was Mog?
This man said that shit so confidently,
bro. I hit on Mog.
Where have you been the past
few years? I don't know. We haven't
seen you. I've gotten car accidents
and sick, but I'm back now.
Well, I hope you're better.
I'm sorry to hear that better i'm sorry to hear that
i'm sorry to hear the car accident mess with your brain
it connected me to the matrix i've been doing a lot of ketamine lately i'm seeing the patterns
my man is still stuck he's like in a time warp he's like yeah i just hit on mog last week
He's like, yeah, I just hit on Mog last week.
What up, Emlo? How you doing, man?
I'm doing good.
Just not to correct you, because you're generally accurate,
but with regards to the Doodles Doopie Mint, it didn't mint out.
The supply was cut.
I think it was originally supposed to be a $20,000 collection,
and he didn't have enough interest, so he cut it down be a 20,000 collection and he had,
didn't have enough interest.
So he cut it down to like 8,000 or something.
Okay. And then that minted out though. Right. Cause I remember,
you can say minted out. Like, I don't think that minted,
like maybe he just said, okay, actually supplies capped at 8,000,
whatever.
But I wouldn't say that that is considered minted out.
Because if something is 7,000 pieces minted and they say, okay, there's only 8,000, then
like D-Jones are going to rush to mint the last day.
Like, I wouldn't say that that's minted out.
He tried to do a 20,000 piece collection.
He wasn't able to do it because he didn't realize that Jules is currently at the all-time low floor that it's been since 2021 or 2022, whenever it meant it.
Unfortunately, Burnt Toast is very out of touch of the market and his holders also and he also made it extremely difficult for holders to actually sign up
to for the mint and like i don't know the mint seemed very rushed nobody really knew what it
entailed the art is like i heard some of the one of ones that and i've seen some of the one of ones
are not actually one of ones they're just different colors so just like it's just a one of one in the metadata maybe that'll change with quote-unquote evolutions but
i don't know like let's see it happen and let's see them be actually unique
yeah i was one of the dj's that rushed to like mint it when i guess it was supply
cut or when it was like catching traction at the very end right so there was a little push
and and that's why i said it was barely over mint i would say maybe for a couple hours after that it
hit a little bit over one soul and then slowly started and then i think they made it difficult
too because i was trying to quote unquote sniper rare i didn't know what to buy bro i mean i didn't
even know how to do that right i looked at it and I was like because of the evolution lines and all these like
They look the same
It made it hard for people to even spend on secondary. I also have a kind of funny story
I happen to have fumbled a bit on this mint because
I bought
At that same time when I heard it was going to be supply cut whatever and i
apparently pulled a one of one but i sold it when they're at during that time when there was a little
bit of an up pre-reveal at like 1.2 solar or whatever and i looked after moral of the story
is if you sell pre-reveal don't look back like i looked back and i actually
got a one of one and one of the ones that i sold and some mf or like flipped it for like 20x whatever
i sold it for so congrats to that mf i mean it's part of it bro but i couldn't tell like that like
i said the hard part was you couldn't really tell I mean, I was trying to shop literally and I just what I did went to species went to the who has the lowest number of species and
You know was gonna do it that way. I think I had something that was like three three or four soul on the screen
But and then I was like, let me do more research and stuff and I just I couldn't come up with enough information
Even know if i'm buying a rare one, one you know it was definitely hard on that sense for secondary or people that wanted to participate to
keep the momentum going you don't know what the fuck you're buying or at least I did you know
how did you know yours was a one-on-one because there just was is that mean you have no other
evolutions or you're just how does it work it literally said one of one in the metadata but
as i was saying it wasn't actually a one of one because it looked exactly like four other
quote-unquote one of ones yeah that's that's why i said it was super confusing but yeah i mean if
anyone participated that was probably the highlight of last week. That and the Rovers Mint, right?
I think that that was pretty cool.
But same thing.
Tried to charge for a mint.
Wasn't enough.
Initial attraction or enthusiasm for it.
A week later, they rescheduled, made it free, did the drop, did the reveal.
Art looked pretty good, but still just in a sense of
it's art right it's it's fun it's the quote-unquote the fun that we're able to have right now in our
space but it's not necessarily financial fun i think that that's also something that we got to
keep in mind too is that sometimes we spend money to quote-unquote have fun or participate in things
and we don't always make money i mean we do that in Web 2 all the time, but I think when we come to Web 3, we get this stigma of,
if I'm spending money, I got to be making money.
And at times, I mean, you're just spending money because you want to,
because you want to participate, because you want a piece of art, because you want this.
And it's not always you're going to make bread back, right?
And I mean, I forget that often, buying JPEGs, doing dumb shit.
And it's like some of his money is gone.
I'm doing it by choice.
Right.
So what up, Sam?
We'll kind of check that.
And then I'll finish up my bookmarks and kind of do our last little wrap up for the year.
Okay.
What's up, TDA?
What's up, Allie?
Milo?
Pandigi?
Chief?
I just want to come up and say hello.
How you doing? Um, I did
I don't know if anybody's still messing with magic eating
But I got a little some burger money little airdrop just mistaken, you know throwing a little in
Stake staking it
Sorry had a call
You're good. Was it dropped directly to your wallet Sam?
Yes, it was directly to the wallet that I had hooked up.
So if y'all were staking some ME, go check your wallets.
Okay, yeah. And that happened, I guess, what, overnight?
Today, or recently over the weekend?
Well, yesterday is the day it dropped.
So I woke up this morning, it was in there.
So, yeah.
Yeah, so if anybody staked Magic Eden, if any of you guys did the four-year staking, go check that out.
You should have a little bit of burger money in your wallet.
Same thing.
If you participate at Bear, go check out the Kodiak stuff that I posted up top.
Should be some burger money for you there as well.
Yeah.
I mean, airdrops have been kind of tough this year, man.
Not even really profitable.
And even the, the info five ones are starting to dwindle.
Um, you have lighter coming up probably before the new year, right?
That's the bet on a 29.
Yeah.
I mean, hopefully lighter is good.
Uh, I think that at one point or at its peak lighter got to roughly about a hundred dollars
a point or so, which is kind of fucking insane to me.
Reason it's just getting a lot of steam.
Besides the whole timeline drama of him versus the hyperliquid guy, Jeff or whatnot.
But the founder of Leiter's best friends with the Robinhood CEO.
hood CEO. And so the speculation engine kicked off that lighter will be the Robin hood perp
stacks slash providing infrastructure rails for that. And that's also why it started to catch a
little bit more steam. And then if you're trading perps right now, I couldn't think of a better
place to trade them, right? Just because of the zero fees aspect. Yeah,
you can go, you can farm airdrops, you can do anything you want in that sense of this,
oh, I have something coming. But if you're making money by actually trading perps,
you want to be at a platform that has the lowest amount of fees. And anything you get on top of
that is just extra. You're not trading perps at a loss and hoping that the airdrop makes up for it, right?
We've seen that countless times this year.
It's not going to.
So, LIDAR has 0% fees unless you're trading, I think it's over like half a mil and worth
the volume.
So, for most people that want a passively long Bitcoin 2X or 10X, whatever, be a degen,
I mean, the only pain point is putting a VPN on
access lighter, right? Other than that, you can go ahead and just hop on and it's zero fees,
right? Or use Jupiter for Jupyterary. Ultimately, that snapshot's done and taken, but that's kind
of your alternative, right? Is to use another platform and hope that the airdrop that you get
whenever you get it coversirdrop that you get whenever
you get it covers the fees that you're playing to trade on that platform. So yeah, I think
lighter is the only big one that's on the horizon shit for me or for I can't really think of anyone
else that's waiting for one. So and then lastly, I had just, I guess, something that happened over the weekend.
I mean, I don't know how many people care or even keeping up with the other side and all that kind of stuff.
But we know that they've had an implementation with Amazon, right?
And just kind of this, that whole Amazon as a distributor for them.
But now they are fully integrated with Amazon Games.
So I'll post that up to the top.
It should be arriving in January.
It will be featured on the Amazon Games homepage.
And it features different Web3 IPs like Chimpers
and potentially others as well.
So got this posted up to the top for anybody that has an ape,
wants an ape, has a chimper, or has been waiting to play other side or these other side experiences.
That's coming in January for you to be able to kind of just go and do the free run and whatnot.
So kind of a big deal for them. I think that's mainly it right uh i mentioned let's see
uh rabbi itself has the ability to do everything in their wallet same way as phantom and everyone
else right you can perp trade you can prediction market you can do everything from inside the
wallets now uh rabbi just matched what everyone else did and And then Coinbase as well did their whole trade everything and trade anything campaign. Coinbase acquired Vector probably about two to three months ago and utilizing those kind of rails as a basically a payment processor.
a payment processor, right? So the ability to make predictions, open longs, open trades,
buy sitters, right? All through the Coinbase wallet in their mobile app. So those of you guys
that are interested in wanting to go a little bit more of the corporate side or have some type of
backing or protection, go check that out. And then I think lastly, the only thing that's somewhat making a little bit of news on the timeline is the incentive-based.
Let me see exactly what it's called.
It's from Cedify, right?
They came out with a new incentive-based lockup system for founders and for, I guess, projects, right?
So basically, at TGE, a percent would be unlocked.
20% of the money raised would be unlocked for the founders and the team to start building.
As milestones are met, then progressively, the money will be unlocked for the team to
use, right?
And then it will just continue that way.
A lot of conversation on the timeline on whether having, you know,
just money as the carrot on the stick is good or bad.
Are they going to be building for longevity of the project?
Are you going to be building to reach your next paycheck, right?
Am I going to create, you going to acquire users to check a box
to say I got a thousand people on the app?
Or am I acquiring users, quality users,
even though it's a slower timeframe,
that are gonna be here forever?
So it's kind of like that governance model
of having the DAO implement or vote on everything.
And we've just kind of seen how DAOs turn out,
especially in our space with
all the greed and the ability of being anon and shit um so it'll be interesting if any teams want
to adopt this if they think that c defies uh treasure chest is worth them going through this
type of process but i've just been seeing it on the timeline kind of develop. And everyone's had their take, right, on whether you should have this unruggable kind of TGE event.
Because we've had it to where teams raise money, use all the funds, let's just say week one or month one or even in year one, right?
And in a sense, there's no incentive to continue building for the community or those that they raised the money from, right?
It's kind of like, yo, we failed. I'm sorry. When I do something next in the future, you guys can come along.
So we'll see how this works. We'll see if anybody's willing to adopt it. We'll see if anyone feels
like the Cedify treasure chest. Like I said, I think that's the biggest thing is, okay,
what are you offering that I'm willing to then sacrifice having XYZ money up front
and technically be jumping through hoops indefinitely, right? I think that there's a
certain level of leadership that's required of being a founder and you earn that. And then that's
that. There's not, I mean, there's a board of directors, but there's also a CEO. There's also
a director. There's also, you know, just just different roles so shout out to them for
innovating shout out to them for trying something different i mean that's the benefit of having
permissionless smart contracts right is that you can execute this kind of stuff based off of merit
based off of incentive based off of accomplishments and you don't always have to vote but and then
it's the opposite too is that certain things can be held up because people aren't voting or aren't participating um but yeah so other than that
that's more or less kind of what i've had going on in the space or what i've been keeping my eyes on
these last couple i guess days and this last week that came on uh as mentioned at the beginning of
the show there will be i will do a little update from the tda page of just giving you guys some
info on structure moving forward into january uh new schedules right just kind of introducing as
well uh officially allison as a host for the show and just a little post-mortem of this year right
for tda as a brand and then for all of us of what we can expect going forward so thank you
to everyone that's uh rode with us for so long these last four years right ups and down the
changes the changes of schedule changes of time etc people and uh i mean we are still committed to
trying to figure it out with you right uh? Landscape in general in crypto Twitter is a little different now
in terms of available, quote unquote, actionable alpha, right?
Less is being put out, more is being done in terms of deals,
and it's less, hey, for the people, let's all participate.
So we got to figure that out, figure out how exactly
and what opportunities look like now,
but we're committed to doing it with you so other than that allison do you have anything
yeah sorry about that um yeah just a couple things so uh revian or rvn i don't know how
you say it people are saying that's like yeah that that could be the next meme stock. Keep an eye on that. If you're not already, I know many people are already in.
So just keep an eye on that.
Then in Phantom, Prediction Markets went live in Wallet with Kalshi.
And then we also have the Solstice Phi ICO sale is happening.
Unfortunately, if you are an American and you are not a credited investor, And we also have the Solstice Phi ICO sale is happening.
Unfortunately, if you are an American and you are not a credited investor, you cannot participate.
Everyone else, oh, if you are in a sanctioned country, you also cannot participate.
But that's going on for the next like one day and 20 hours. So like roughly the next two days.
And then I feel like I had, oh, yesterday Berwick Law filed an update on their pump fund lawsuit because they're now being harassed and they're naming Twitter accounts.
accounts um they filed it with the court saying like if this behavior continues that they're
reserving their rights to um take serious legal action so uh i wouldn't be threatening um
berwick law even as a joke because um i think they're serious about it i don't know what's
gonna happen with this lawsuit have they actually won any cases no they're they're all blown up smoke people's asses yeah but have they done like i think this is their biggest case
i don't know like i'm just watching uh eddie was doing you know what since i moved i don't even
know maybe it was friday friday evening eddie was going through like the filings in the case and
like just breaking down and talking about it.
So I'm pretty sure that that was recorded if anyone is interested enough to go back and listen.
But yeah, I am curious to see what happens here.
But they were saying that the harassment could potentially discourage other people from participating. And also, like, for people that are participating in it, I guess, like, they're also getting harassed, not just Berwick.
And some of them are business owners.
And meme coins have been launched, like, with the business.
And it's, like, ruining reputations.
You know how it goes.
But, yeah, they filed that yesterday.
And that's pretty much all I have.
Besides, I hope that everyone has a really Merry Christmas and a Happy New Year.
Yep.
Same, same.
Appreciate everybody that comes out to the TDA.
Everyone that's Rota out with us this year.
Ups, downs, new faces, old faces, new schedules, new times.
So it's just been a lot to manage.
But luckily, we are here. A couple days left till the end of the year they didn't manage to get us out so for those of you guys that come
up on stage and continue to contribute uh even if it is just this year even if it's just this week
or throughout the years it is appreciated you are what helped build this and why we're actually here
in the first place,
right? It's to bring value to you guys and help you take advantage of the money and the
opportunities that are here, right? And available to us. So going to continue to do that, double
down, grow, and also figure out a new way of streamlining value to you guys uh that's also keeping up with how our space is changing
other than that it's tda or stay poor this is our last show for the year i'll be going to a cabin
we'll be with my family and hopefully you guys disconnect a little bit too uh it's perfect time
as the market is in a little bit of a lull so see you guys in january easiest way to keep up with that is once again notifications on
the tda account tweet a couple days before or morning before whatever it may be and it's tda
stay poor guys happy holidays merry christmas happy new year be safe don't do anything stupid
and we'll catch you guys again y'all be safe
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